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533 Commits

Author SHA1 Message Date
6020336792 v1.7.2-rc.2 2024-10-30 14:37:50 +11:00
634b30aa54 fix: signature flickering during embed 2024-10-30 14:36:35 +11:00
7fc497a642 fix: translation upload token (#1423) 2024-10-29 19:55:49 +09:00
e30ceeb038 style: update common.po (#1402)
Update translations
2024-10-28 11:26:12 +09:00
872762661a style: Update web.po (#1403)
Update translations
2024-10-28 11:23:08 +09:00
5fcd8610c9 fix: translate extract command (#1394)
Change how the translate extract command is run on build
2024-10-28 11:21:49 +09:00
b8310237e4 v1.7.2-rc.1 2024-10-23 13:28:54 +11:00
4a6238dc52 chore: show signing order when creating a document from template (#1410)
### Templates without signing order
![CleanShot 2024-10-18 at 01 27
24@2x](https://github.com/user-attachments/assets/222181e4-25a8-409b-aa8b-8452ddd32f6b)


### Template with signing order
![CleanShot 2024-10-18 at 01 26
12@2x](https://github.com/user-attachments/assets/bcee6213-20b5-44d8-90ed-881825f49756)
2024-10-23 10:20:27 +11:00
6fa5f63b69 fix: trigger webhook when a direct link signer signs a document (#1409) 2024-10-23 09:50:23 +11:00
c7564ba8f7 chore: enable spanish (#1417)
Enables the spanish translation of the application:


![image](https://github.com/user-attachments/assets/eacf4800-272e-4458-abcc-4d6c6f3071cf)
2024-10-23 09:01:14 +11:00
eafd7c551b feat: add team user management endpoints to api (#1416)
## Description

Adds user management capabilities to our current API. Allows for adding,
removing, listing and updating members of a given team using a valid API
token.

## Related Issue

N/A

## Changes Made

- Added an endpoint for inviting a team member
- Added an endpoint for removing a team member
- Added an endpoint for updating a team member
- Added an endpoint for listing team members

## Testing Performed

Tests were written for this feature request
2024-10-22 22:53:31 +11:00
514edf01d3 chore: add translations (#1406) 2024-10-22 14:02:51 +11:00
1a73c68d07 fix: close direct link dialog when you click on save (#1412) 2024-10-21 15:33:21 +11:00
1a9dcadba5 feat: add typed signature (#1357)
Add the ability to insert typed signatures.

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

![CleanShot 2024-09-30 at 14 57
54](https://github.com/user-attachments/assets/c388abb5-bcb1-49d0-aad8-9148c3020420)
2024-10-18 14:25:19 +11:00
e0c948c2ac feat: add custom font sizes to fields (#1376)
Adds custom font sizes to fields

https://github.com/user-attachments/assets/1473a4d7-8dc6-4ead-acf5-dd78be7782a0
2024-10-16 16:05:41 +11:00
0bd2760792 feat: start the work on the API reference (#1392)
`later`

## Description

<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Change 1
- Change 2
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

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

## Additional Notes

<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->


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

- **New Features**
	- Introduced comprehensive documentation for the Documenso public API.
	- Added detailed guides for the following API endpoints:
		- Uploading documents
		- Generating documents from templates
		- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 14:05:39 +03:00
abc559d923 chore: cal.com customer story article (#1396)
We got cal.com 🚀

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

## Summary by CodeRabbit

- **New Features**
- Introduced a new blog post detailing Cal.com's use of Documenso for
enhancing DPA and BAA processes.
- The blog outlines the challenges and solutions related to compliance
document management.
- Features images and captions to illustrate key points and improve
engagement.

- **Documentation**
- Added insights into Cal.com's journey as an open-source scheduling
solution and their commitment to transparency.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-11 16:01:57 +02:00
9ffdbe9c81 fix: improve lingui configuration (#1388)
## Description

Currently merge conflicts arise due to the compiled JS and PO
translation files.

This PR is a rework on how we handle extracting and compiling
translations to streamline PRs and merging branches.

## Changes Made

- Remove compiled translation files from being committed
- Extract and compile translations only on build
- Extract will still occur when commits land on main to sync and pull
new translations with Crowdin
2024-10-09 14:13:52 +11:00
2c1a18bafc fix: stacked avatar colors (#1361) 2024-10-09 12:25:56 +11:00
a2db5e9642 chore: update changelog 2024-10-09 12:23:38 +11:00
4ec9dc78c1 chore: add translations (#1359) 2024-10-09 10:55:21 +11:00
faf2bd5384 v1.7.2-rc.0 2024-10-08 21:56:44 +11:00
d40ed94b74 feat: highlight problematic fields (#1330) 2024-10-08 21:55:20 +11:00
cd3d9b701b fix: external id null for documents created from templates (#1362) 2024-10-08 21:45:16 +11:00
e40f47a73c feat: search documents by name or recipient name or recipient email (#1384) 2024-10-08 21:44:02 +11:00
64ea4a6f9f chore: add translation contribution docs (#1379) 2024-10-08 14:05:55 +11:00
18115e95d7 feat: add recipient email in activity log (#1386) 2024-10-08 14:05:12 +11:00
e736261056 fix: show the full count of documents (#1382)
![doc-count](https://github.com/user-attachments/assets/aad4fe92-e2d8-4b78-ac93-5f6ada73b03a)

A client requested it, and it makes sense showing the full count.

This is how it was before.

![CleanShot 2024-10-04 at 08 47
16@2x](https://github.com/user-attachments/assets/bd4c97a5-1805-4faa-bae7-feeb932ed614)


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

## Summary by CodeRabbit

- **New Features**
- Updated document status tab counts to display actual numbers without
capping at 99 or using '+' symbols.

- **Bug Fixes**
- Improved clarity and accuracy of document status counts in the user
interface.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-04 16:07:20 +10:00
2e57da7549 chore: open page data update (#1380) 2024-10-04 13:14:54 +10:00
574454db0a chore: Go Fork Yourself blog article (#1375)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit

- **New Features**
- Introduced a new blog post titled "Go Fork Yourself," discussing the
philosophy of open-source software and the significance of forking
within the OSS community, along with real-world examples and an
invitation for reader engagement.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-03 14:25:32 +02:00
f05b670d93 fix: carousel slide change handling and video reset (#1364) 2024-10-03 10:52:43 +10:00
318149fbf3 chore: field fonts (#1350)
Before
![CleanShot 2024-09-16 at 12 25
44](https://github.com/user-attachments/assets/9ca7672d-b132-4c24-80b0-03fa13822e50)


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


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

## Summary by CodeRabbit

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

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

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-02 17:45:16 +10:00
5f19dcf25c fix: dateformat bug (#1372)
## Description

It used the wrong property for finding the document's dateFormat in the
`DATE_FORMATS` array.


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

## Summary by CodeRabbit

- **New Features**
- Improved date format selection in the settings form to ensure accurate
formatting based on value.
- Default timezone now automatically set to the user's local timezone
for better user experience.

- **Bug Fixes**
- Corrected initialization of the timezone field to enhance form
accuracy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-02 17:42:15 +10:00
c99cf4b848 chore: prisma customer story on blog (#1366)
prisma customer story on blog

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

## Summary by CodeRabbit

- **New Features**
- Introduced a customer story blog post detailing why Prisma chose
Documenso for their signing needs, highlighting four key reasons.
- Added author information and metadata for enhanced content engagement.
- Included links to additional resources and social media for reader
interaction.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-09-27 18:35:50 +02:00
18ec40f6af fix: set lang cookie expiry (#1365)
## Description

Currently the language cookie is set to session, so restarting browser
will reset it.

This sets the expiry for two years.


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

## Summary by CodeRabbit

- **New Features**
- Enhanced language preference functionality with extended cookie
lifespan for improved user experience.
  
- **Bug Fixes**
	- Resolved issues related to cookie expiration for language settings.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-09-25 13:10:24 +10:00
ddee8a8272 feat: allow editing pending documents (#1346)
## Description

Adds the ability for the document owner to edit recipients and their
fields after the document has been sent.

A recipient can only be updated or deleted if:
- The recipient has not inserted any fields
- Has not completed the document

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

## Release Notes

- **New Features**
- Added new localization messages to clarify user actions regarding
document signing.
  - Enhanced French translations for improved user interaction.

- **Improvements**
- Updated localization strings in German and English for clearer
feedback on signer and recipient statuses.
- Improved overall structure of localization files for better
maintainability.

- **Dependency Updates**
- Upgraded `next-axiom` and `remeda` libraries to their latest versions,
potentially enhancing performance and stability.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Mythie <me@lucasjamessmith.me>
2024-09-20 13:58:21 +10:00
efb2bc94ab feat: add french (#1355)
## Description

Add initial French translations

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

- **New Features**
- Added support for the French language, enhancing accessibility for
French-speaking users.
- Introduced localized French messages for various application
functionalities, improving user experience.
  
- **Bug Fixes**
- Minor formatting updates in French translation files to remove
extraneous newline characters.

- **Chores**
- Updated line references in French translation files to maintain
alignment with code changes.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-19 19:37:17 +10:00
97ee69e7a0 chore: add translations (#1354)
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-19 16:17:16 +10:00
3da344fc5f v1.7.1-rc.3 2024-09-19 13:55:35 +10:00
404ca3202f chore: update action auth 2024-09-19 13:45:39 +10:00
c043fa9c06 fix: add check for invalid locales (#1353)
## Description

Currently invalid or missing `accept-language` headers will cause issues
rendering Plural components since we do not validate them.

This adds a check to try filter out invalid locales.

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

## Summary by CodeRabbit

- **New Features**
- Enhanced locale filtering process to ensure only valid locales are
processed.
  
- **Bug Fixes**
- Improved data integrity by preventing invalid locales from affecting
application functionality.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-09-19 09:58:59 +10:00
9852e8971f v1.7.1-rc.2 2024-09-18 11:05:19 +10:00
5091112e4b fix: dont nullify externalId if not passed to update document settings 2024-09-18 11:00:48 +10:00
e76f732990 fix: completed signing page layout (#1349) 2024-09-18 10:54:00 +10:00
b7c3deb6cd chore: smaller text in signature pad (#1351) 2024-09-18 10:44:12 +10:00
08114f7b97 chore: add translations (#1327) 2024-09-18 10:43:43 +10:00
6e368cc333 chore: add document visibility section (#1352) 2024-09-18 02:41:57 +10:00
4ce4ca3f34 v1.7.1-rc.1 2024-09-17 15:26:38 +10:00
7644c0d855 feat: support smaller field bounds (#1344)
Currently this won't always display super well since
our insertion solution isn't amazing but our current
minimum bounds within the UI are a bit large and can be
smaller.

This change makes it smaller and uses container queries to
support dynamically displaying labels based on the container
size.
2024-09-17 00:29:42 +10:00
fa6453e811 feat: document visibility (#1262)
Adds the ability to set a visibility scope for documents within teams.
2024-09-17 00:14:16 +10:00
f7a20113e5 fix: fix passkeys page-breaking error (#1348) 2024-09-16 22:57:31 +10:00
3d644db286 feat: signing order (#1290)
Adds the ability to specify an optional signing order for documents.
When specified a document will be considered sequential with recipients
only being allowed to sign in the order that they were specified in.
2024-09-16 22:36:45 +10:00
357bdd374f feat: add language switcher (#1337)
## Description

Web changes:

- Enabled i18n for web
- Add option to change language in command menu
- Add option to change language in menu-switcher

Web and marketing changes:

- Stop setting 'en' preference into cookie if the user's language is not
supported
- Dropped middleware changes
- Rotated cookie from 'i18n' to 'language'

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

## Summary by CodeRabbit

- **New Features**
- Introduced a language switcher in the footer for improved language
selection.
	- Added dynamic language change functionality in the command menu.
- Implemented a dropdown menu item for quick access to the language
switcher.

- **Bug Fixes**
- Resolved issues related to language change notifications and state
management.

- **Translations**
- Added new translation entries for improved language support, including
"Search languages..." in English and German.
	- Updated existing translations to enhance clarity and accuracy.

- **Chores**
	- Simplified internationalization handling in middleware.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-11 13:22:43 +10:00
7b06b68572 v1.7.1-rc.0 2024-09-10 23:15:02 +10:00
9ee89346b1 fix: template with empty advanced fields backend (#1340)
extension of https://github.com/documenso/documenso/pull/1339
2024-09-10 21:35:35 +10:00
77da7847d9 fix: template with empty advanced fields (#1339)
Templates can be created and sent with advanced fields that have empty
values. That will cause an error when the user tries to sign the
document.

For example, you can create a template with a checkbox field and save
it. Then, you can click the "Use template" button and send the document
by clicking "Send document." However, this shouldn't be possible if the
advanced field doesn't have any values.
2024-09-10 16:23:16 +10:00
c36306d2c9 feat: add authOptions to the API (#1338)
Add the authOptions property to the document and
recipient related API endpoints.

These were previously missing so the only way API
users could set the authOptions was via templates
and using the generateTemplate endpoint.
2024-09-10 15:07:40 +10:00
f6f893fbf7 fix: prefill advanced field settings in templates (#1332)
## Description

Seems like I was overconfident in #1323 and I did not test properly.
Currently, the advanced settings for a field in a **template** is not
pre-filled with the current fieldMeta, although it is correctly
pre-filled in a **draft document** (That's probably where I messed up my
testing).

In this PR, I propose to directly use the fieldMeta provided by the
field prop in `FieldAdvancedSettings`, instead of multiplying tRPCs to
request the fieldMeta while we already have it.

I apologize for the wasted time in reviewing my previous PR which was
only correcting the display of the field label in the template view.

## Testing Performed

- This time, I correctly checked that the advanced settings for a field
is correctly pre-filled both in a document draft and in a template.
- `npm run build` builds correctly.
2024-09-10 13:22:03 +10:00
e1b2206d28 fix: select field ux (#1334)
When the Select field has a default value, it automatically signs with
it. If you change it, you need to refresh the page to re-sign again with
that value. This PR improves the UX by making the default value
"selectable" in the dropdown menu.

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


- **New Features**
- Updated the `DropdownField` component to simplify the handling of
default values, ensuring the dropdown starts without a pre-selected
option.
- Improved the clarity of the placeholder text in the dropdown,
enhancing user experience.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-09-10 13:15:47 +10:00
ad135b72d8 feat: marketing cta (#1335)
---
name: Pull Request
about: Submit changes to the project for review and inclusion
---

## Description

<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Change 1
- Change 2
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

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

## Additional Notes

<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->


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

## Summary by CodeRabbit

- **New Features**
- Introduced a new `CallToAction` component to enhance user engagement
in the self-hosting documentation.
- Added interactive call-to-action elements in the self-hosting
documentation pages to guide users towards specific actions.

- **Documentation**
- Updated self-hosting documentation to include the new call-to-action
feature, improving usability and interactivity.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-09-10 12:42:12 +10:00
e81023f8d4 fix: refactor dates (#1321)
## Description

Refactor the current date formatting system to utilize Lingui.

## Changes Made

- Remove redundant `LocaleData` component with Lingui dates

## Important notes

For the internal pages for certificates, default to en-US to format any
dates.

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


- **New Features**
- Enhanced internationalization support across various components by
utilizing the `i18n` object for date formatting.
- Streamlined locale management by removing cookie-based language
handling and adopting a more centralized approach.

- **Bug Fixes**
- Improved date formatting consistency by replacing the `LocaleDate`
component with direct calls to `i18n.date()` in multiple components.

- **Documentation**
- Updated localization strings in the `web.po` files to reflect recent
changes in the source code structure.

- **Chores**
- Minor formatting adjustments and code organization improvements across
various files to enhance readability and maintainability.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: github-actions <github-actions@documenso.com>
2024-09-10 12:38:08 +10:00
bfb09e7928 v1.7.0 2024-09-09 11:20:33 +10:00
d7e5aa1d26 v1.7.0-rc.5 2024-09-09 08:47:26 +10:00
8cb3ad4f3c chore: embedding blog post (#1329) 2024-09-06 22:11:55 +10:00
6c3acb1c2d feat: add and use NEXT_PRIVATE_INTERNAL_WEBAPP_URL (#1298)
Introduces `NEXT_PRIVATE_INTERNAL_WEBAPP_URL` used for requesting the
app by itself (backend) [e.g. for background jobs]
2024-09-06 20:37:10 +10:00
3f82720383 feat: allow recipient to select signature color (#1325)
Allow users to select a colour for the signature. The allowed colours
are black, white, red, blue, and green.
2024-09-06 15:23:34 +10:00
a6f93698b4 fix: changed the default file path for local certs (#1277)
Changed the default value of NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH env
variable
2024-09-06 14:09:25 +10:00
bdc4ec1a31 chore: compile translations 2024-09-06 13:30:45 +10:00
bc471fcd9f chore: add translations (#1308)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit


- **Chores**
- Updated the metadata revision dates in multiple German translation
files for consistency.
- Added extraneous blank lines in multiple translation files for cleaner
formatting.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
2024-09-06 12:54:18 +10:00
f4e98ae03a feat: Added Elestio as one-click deploy option (#1302)
This PR introduces new one-click deployment option Elestio
2024-09-05 15:30:46 +10:00
0298e79e8c chore: add docs for translations (#1310)
Add developer documentation for translations.
2024-09-05 15:28:47 +10:00
8ab7464b84 fix: broken endpoint to update a field in a document (#1319)
Fixes #1318 and allows to submit a partial `fieldMeta` when updating a
field instead of replacing the current `fieldMeta`, to be consistent
with other endpoints.
2024-09-05 14:14:02 +10:00
ad4cff937d fix: show the existing field meta when editing a template fields (#1323)
Fixes #1259. I literally just used the exact same line of code than from
the document page so it is consistent.

The bug is extremely frustrating because if you make change to the
fields meta on the template and refresh the page, you can't see field
meta (label, default value, required), and neither do your co-workers.

Of course, I tested the change and it now displays correctly the
existing field meta on the template page.
2024-09-05 14:10:17 +10:00
921617b905 v1.7.0-rc.4 2024-09-05 10:46:23 +10:00
a1a8a174bf feat: embed signing experience (#1322) 2024-09-04 23:13:00 +10:00
3657050b02 fix: translation related crashes on marketing 2024-09-04 20:28:43 +10:00
210081c520 fix: a grammer error (#1316)
## Description

<!--- Describe the changes introduced by this pull request. -->
In this PR, I've fixed a small grammar error.

## Related Issue

Fixes: #1315 

## Changes Made

It replaces `"wont"` with `"won't"` and `"Only your signing experience
is"` with `"Only your signing experience will be"`

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [x] I have added/updated tests that prove the effectiveness of these
changes.
- [x] I have 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.


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


- **Bug Fixes**
- Updated text in the Document Share Button for enhanced clarity and
grammatical accuracy.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: ajeet <109718740+ajeetcode@users.noreply.github.com>
2024-09-03 13:16:14 +03:00
fd7c1fea1c chore: upgrade next (#1300) 2024-09-03 09:48:54 +10:00
5f4972d63b v1.7.0-rc.3 2024-09-03 09:27:51 +10:00
4c13176c52 feat: update createFields api endpoint (#1311)
Allow users to add 1 or more fields to a document via the /document/<id>/fields API Endpoint.
2024-09-02 21:16:48 +10:00
d599ab0630 v1.7.0-rc.2 2024-08-29 11:01:21 +10:00
9e714d607e feat: disable 2fa with backup codes (#1314)
Allow disabling two-factor authentication (2FA) by using either their
authenticator app (TOTP) or a backup code.
2024-08-29 11:00:57 +10:00
81479b5b55 v1.7.0-rc.1 2024-08-28 18:00:43 +10:00
15efc6c36d fix: broken pages by translation tags (#1312) 2024-08-28 17:58:56 +10:00
9638dfbf37 v1.7.0-rc.0 2024-08-28 14:31:30 +10:00
dfa89ffe44 fix: make invite and confirmations long lived (#1309)
Previously we would delete all invites and confirmation tokens upon
completing the action that they represent.

This change instead adds a flag on each token indicating whether it has
been completed so we can action a
completed token differently in the UI to reduce confusion for users.

This had been brought up a number of times where confirmation emails,
team member invites and other items
may have been actioned and forgotten about causing an error toast/page
upon subsequent revisit.
2024-08-28 14:08:35 +10:00
7943ed5353 chore: add translations (#1306) 2024-08-28 09:44:19 +10:00
cb50274450 fix: typo 2024-08-27 23:22:27 +09:00
04b92eac1d chore: add translations (#1305) 2024-08-27 23:37:05 +10:00
38a4b0f299 fix: dialog close on refresh (#1135)
Previously dialogs would be closed upon refocusing the browser tab due to router refetches occuring which would cause data-table columns to re-render. This is now resolved by extracting the column definitions outside of the returning render and into a memo hook.
2024-08-27 23:13:52 +10:00
75c8772a02 feat: web i18n (#1286) 2024-08-27 20:34:39 +09:00
0829311214 feat: prefill fields via api (#1261)
## Description

Configure the advanced field via API.

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

- [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.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.


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

## Summary by CodeRabbit

- **New Features**
- Enhanced API functionality to support field metadata during field
creation.
- Introduced validation checks for field metadata to ensure necessary
information is provided for advanced field types.

- **Bug Fixes**
- Improved error handling during field creation to return properly
formatted error responses.

- **Documentation**
- Updated API schemas to include field metadata, enhancing data
validation and response structures.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-08-26 12:37:56 +03:00
9223527b6f docs: fix documentation regarding the webhook secret header (#1278) 2024-08-21 14:03:21 +10:00
66fdc1d659 chore: update readme for manual self-hosting (#1270) 2024-08-21 11:08:04 +10:00
27066e2022 chore: add translations (#1295) 2024-08-21 11:06:26 +10:00
9178dbd3c1 chore: update marketing site 2024-08-20 23:23:36 +10:00
2c9136498c feat: update team email templates. (#1229)
Updates the email templates to include team information when sent
from a team context.
2024-08-20 15:41:19 +10:00
7a1341eb74 feat: automatically set public profile url for OIDC users (#1225)
Adds a hook to automatically set profile urls for OIDC users
2024-08-20 13:58:56 +10:00
06c0a50401 feat: copy and paste fields (#1193)
Adds keyboard shortcuts for copying and pasting fields, additionally adds the ability
to duplicate a field via the UI.
2024-08-20 13:32:53 +10:00
025e73e640 feat: advanced fields article (#1276) 2024-08-19 19:18:54 +10:00
73800d1503 fix: don't send too much data to background job provider 2024-08-15 13:57:54 +10:00
063ed966df fix: support custom inngest app ids 2024-08-14 16:26:58 +10:00
f568025a0b fix: support inngest vercel integration 2024-08-14 13:49:47 +10:00
ab8701526c fix: move sealing to a background job (#1287)
When signing a document the final signer is often
greeted with a super long completing spinner since
we are synchronously signing the document and sending
emails to all recipients. This is frustrating and
has caused issues for customers and self-hosters.

Moving sealing to a background job resolves this
and improves the overall snappiness of the app while
also supporting retrying the sealing if it were to
fail in the future.

This has the implication of a document no longer
immediately being in a "completed" state once all
signers have signed. To assist with this we now
refetch the page every 5 seconds upon signing
completion until the document status as shifted to
completed.
2024-08-14 13:12:32 +10:00
20ec2dde3d chore: update changelog 2024-08-13 11:49:12 +10:00
3b8914da83 v1.6.1-rc.1 2024-08-13 09:57:50 +10:00
29910ab2a7 feat: add initials field type (#1279)
Adds a new field type that enables document recipients to add
their `initials` on the document.
2024-08-12 23:29:32 +10:00
ef3ecc33f1 v1.6.1-rc.0 2024-08-09 15:49:41 +10:00
0244f021ab fix: download audit log certificate (#1268)
Previously, it wasn't possible to download an audit log of a document
uploaded by another user because the function used the ID of the user
making the request to retrieve the document. However, the document
uploaded by another user has that user's ID, not the ID of the user
making the request.
2024-08-09 12:19:48 +10:00
e5f73452b3 fix: support dynamic external ids for direct templates (#1274)
Adds support for an `externalId` query param to be passed when linking a
user to a direct template. This external id will then be stored on the
document upon signing completion.
2024-08-09 11:06:17 +10:00
c605877924 fix: radio and checkbox fields issues with empty values (#1273)
Since we allow checkboxes and radio fields without a label (which we use for the value) we 
had an issue where multiple checkboxes with no value would exist and items would not end
up checked on the resulting document.

This change fixes that by adding a placeholder value for these empty checkboxes and labels.
2024-08-09 10:46:07 +10:00
e0065a8731 fix: show signup option only to users without existing accounts (#1221)
Changes the signup CTA to only display if the recipient doesn't already have an account.
2024-08-08 10:47:00 +10:00
f74265850b chore: Update .env.example commenting (#1257)
Adds documentation on how to setup Google for OAuth when self hosting Documenso.
2024-08-08 09:58:27 +10:00
909c38f47e fix: fields name/label on dark mode (#1242)
Updates the dark mode styling for field editing to improve readability.
2024-07-31 23:07:39 +10:00
1beb434a72 fix: limits syncing issue (#1195)
Exposes `refreshLimits()` to be able to keep the limit in sync when
deleting/creating a document.
2024-07-31 22:57:27 +10:00
5582f29bda feat: make oidc sign in button text configurable (#1209)
Adds a configurable label for the OIDC connection's button.
2024-07-31 22:22:52 +10:00
7ed0a909eb feat: allow oidc only signup and trust mail addresses (#1208)
This change will allow for user registration when users are federated
through oidc provider even if the general signup is disabled
additionally the users email address can now be automatically set as
trusted. This will force corporate users to signin using SSO instead of
creating manual accounts.
2024-07-31 15:38:12 +10:00
a9025b5d97 fix: use native URL parser instead of wrong regex (#1206)
Updates the current regex based approach for validating redirect urls to 
instead use the native URL constructor which is available in browsers and 
Node.js and handles several valid cases that were previously not working.
2024-07-31 15:26:05 +10:00
0c744a1123 chore: last touches (#1263)
fair use policy and support page

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

## Summary by CodeRabbit

- **New Features**
- Added a "Support" documentation page outlining various support options
for users, including Community, Paid Account, and Enterprise support.
- Introduced a "Fair Use Policy" documentation page, providing
guidelines and reassurance regarding usage of the service.
- Enhanced the account creation documentation with additional
information about the Fair Use Policy.

- **Improvements**
- Updated the documentation structure with new sections for easier
navigation, including "Support" and "Fair Use Policy."

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-07-30 18:21:58 +02:00
0f86eed6ac fix: add new environmental variables for render deployment (#1174)
Updates the `render.yaml` configuration file by adding new environment
variables
2024-07-30 16:14:31 +10:00
4b485268ca fix: dateformat api bug (#1238)
Fixes support for date formats when using the API
2024-07-30 16:13:22 +10:00
f31caaab08 fix: truncation of titles to fix UI breaks (#1162)
Updates various areas of the application to handle longer titles and content
more gracefully.
2024-07-29 13:13:35 +10:00
71a8a3eaa6 chore: rename "none" document access to "no restrictions" (#1138)
## Description

Renames the "None" document access option to "No restrictions".
2024-07-29 12:40:36 +10:00
0ff3844f18 chore: translation typo (#1255)
chore: translation typo


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

## Summary by CodeRabbit

- **New Features**
- Enhanced the `Header` component for improved internationalization by
enabling translation of the "Documentation" text.
  
- **Documentation**
- Added comments in translation files to link translation entries to the
`Header` component, improving maintainability and traceability for
future updates.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-07-26 17:47:13 +02:00
3421515452 chore: add translations (#1253)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Enhanced clarity and accuracy of translation strings for the German
and Romanian languages, including the Enterprise License description.

- **Bug Fixes**
- Corrected translation errors in both German and Romanian, ensuring
proper grammar and terminology.

- **Chores**
- Updated revision dates across multiple translation files to reflect
the latest changes for better tracking.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@documenso.com>
2024-07-26 16:09:44 +10:00
1028184cf2 feat: initial i18n marketing implementation (#1223)
## Description

This PR introduces an initial i18n implementation using
[Lingui](https://lingui.dev).

We plan to combine it with Crowdin which will provide AI translations
when PRs are merged into main.

We plan to rollout i18n to only marketing for now, and will review how
everything goes before continuing to introduce it into the main
application.

## Reasoning

Why not use i18n-next or other alternatives?

To hopefully provide the best DX we chose Lingui because it allows us to
simply wrap text that we want to translate in tags, instead of forcing
users to do things such as:

- Update the text to `t('some-text')`
- Extract it to the file
- The text becomes a bit unreadable unless done correctly

Yes, plugins such as i18n-ally and Sherlock exist to simplify these
chores, but these require the user to be correctly setup in vscode, and
it also does not seem to provide the required configurations for our
multi app and multi UI package setup.

## Super simple demo

```html
// Before
<p>Text to update</p>

// After
<p>
  <Trans>Text to update</Trans>
</p>
```

## Related Issue

Relates to #885 but is only for marketing for now.

Another branch is slowly being prepared for the changes required for the
web application while we wait to see how this goes for marketing.

## Changes Made

Our configuration does not follow the general standard since we have
translations that cross:
- Web app
- Marketing app
- Constants package
- UI package

This means we want to separate translations into:
1. Marketing - Only translations extracted from `apps/marketing`
2. Web - Only translations extracted from `apps/web`
3. Common - Translations from `packages/constants` and `packages/ui`

Then we bundle, compile and minify the translations for production as
follows:
1. Marketing = Marketing + Common
2. Web = Web + Common

This allows us to only load the required translations when running each
application.

Overall general changes: 
- Add i18n to marketing
- Add core i18n setup to web
- Add pre-commit hook and GH action to extract any new <Trans> tags into
the translation files

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


- **New Features**
- Added Romanian localization for marketing messages to improve
accessibility for Romanian-speaking users.
- Introduced German and English translation modules and PO files to
enhance the application's internationalization capabilities.
- Integrated internationalization support in the RootLayout component
for dynamic language settings based on server-side configurations.
- Enhanced the Enterprise component with translation support to adapt to
user language preferences.
- Added a `<meta>` tag to prevent Google from translating the page
content, supporting internationalization efforts.

- **Bug Fixes**
- Resolved minor issues related to the structure and accessibility of
translation files.

- **Chores**
- Updated project dependencies to support the new localization features
and ensure stability.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: Crowdin Bot <support+bot@crowdin.com>
Co-authored-by: github-actions <github-actions@documenso.com>
2024-07-26 14:56:42 +10:00
277a870580 fix: correct grammar on enterprise page (#1252)
---
name: Pull Request
about: Submit changes to the project for review and inclusion
---

## Description
Corrects grammar on `/pricing` page of main website.

## Related Issue

N/A

## Changes Made

Added the word "for" (grammar)
Pluralized "offer" to "offers" (grammar)


## Testing Performed

No testing should be required for this change.

## Checklist


- [x] I have tested these changes locally and they work as expected.
- [x] I have added/updated tests that prove the effectiveness of these
changes.
- [x] I have 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 an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **Bug Fixes**
- Improved grammatical accuracy in the Enterprise component, enhancing
readability and professionalism.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-07-26 13:12:36 +10:00
a8febae87e chore: team stuff (#1228)
- Added functionality to decline team invitations
- Added email notifications for when team is deleted
- Added email notifications for team members joining and leaving
2024-07-25 14:27:19 +10:00
b366ab8736 chore: changelog-160 (#1247)
changelog 1.6.0
2024-07-24 13:19:32 +02:00
994f6867f5 fix: API token deletion not reflected in cache until page reload (#1128)
Stops the API token copy card from continuing to appear when a newly created
token has been subsequently deleted.
2024-07-24 13:31:56 +10:00
c2374a9d65 Update standards-and-regulations.mdx
link to blog
2024-07-23 15:14:48 +02:00
7a1b9feee3 fix: typo in pricing table (#1239) 2024-07-23 13:08:55 +00:00
ddc704518f Chore/blog-basic-signing-and-roles (#1241)
blostpost basic roles
2024-07-23 15:08:15 +02:00
f647244e07 chore: update signup text (#1234)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-07-23 08:24:21 +00:00
f8349bb927 chore: add new colors (#1224)
Adds the colors from our design system revamp into our current CSS vars to be used
at a later point.
2024-07-23 14:51:37 +10:00
d6ec3f252a feat: add upload translation workflow 2024-07-23 13:08:43 +10:00
043aff3ca9 v1.6.0 2024-07-23 12:53:02 +10:00
8abc749dad fix: replace default favicon with documenso logo (#1237)
Adds the documenso favicon and touch icon to the documentation website
keeping it on brand with our other websites and applications.
2024-07-23 12:33:53 +10:00
5b488c2ae4 feat: add pull translation workflow 2024-07-23 12:05:35 +10:00
e8c325c683 chore: add docs to nav (#1235)
---
name: Pull Request
about: Submit changes to the project for review and inclusion
---

## Description

<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Change 1
- Change 2
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

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

## Additional Notes

<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
2024-07-22 17:14:09 +02:00
f26449c6bf chore: links new docs (#1233)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Added "Documentation" and "Support" links to the footer for enhanced
resource accessibility.
    - Updated the "Changelog" link position for improved navigation.
- **Bug Fixes**
- Replaced dynamic URL handling with a direct link to API documentation
for clarity and consistency.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-07-22 14:12:39 +02:00
8367878395 feat: documentation site (#1101)
## Description

<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Change 1
- Change 2
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

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

## Additional Notes

<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->


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

- **Documentation**
- Enhanced project README for clarity and improved environment variables
section.
- Added comprehensive developer and user documentation, including guides
on local development, public API, self-hosting, and compliance
standards.
- Introduced specific guides for contributing, creating API keys, using
webhooks, and setting up security measures.
- Detailed documentation on various fields available for document
signing to improve user understanding.
- Added metadata structuring to improve navigation within the
documentation site.

- **Chores**
  - Updated `.gitignore` to better handle project files.

- **New Features**
- Introduced detailed metadata and documentation for various Documenso
functionalities, including signing documents, user profiles, and
compliance levels.
- Added functionality for Direct Link Signing, enabling easy sharing for
document signing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Timur Ercan <timur.ercan31@gmail.com>
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-07-22 13:34:37 +02:00
ae5ae111a6 chore: update failing tests 2024-07-22 20:52:17 +10:00
414b1b7287 v1.6.0-rc.3 2024-07-19 13:27:01 +10:00
7ac4cd25e7 fix: update template limits 2024-07-19 13:16:26 +10:00
40428f40e1 fix: only send cancelled emails to recipients who have received the document 2024-07-19 12:41:04 +10:00
3a57f97218 chore: update failing tests 2024-07-19 11:32:49 +10:00
6208a9754f Chore/vial-blog (#1231)
vial 21 cfr blogpost
2024-07-18 16:05:29 +02:00
7b5c57e8af chore: add more field types (#1141)
Adds a number of new field types and capabilities to existing fields.

A massive change with far too many moving pieces to document in a single commit.
2024-07-18 23:45:44 +10:00
a3ee732a9b v1.6.0-rc.2 2024-07-15 10:50:49 +10:00
c3035dbd15 feat: add external id to documents and templates (#1227)
## Description

Adds the external ID column to documents and templates with an option to
configure it in the API or UI.

External ID's can be used to link a document or template to an external
system and identify them via webhooks, etc.
2024-07-13 16:45:09 +10:00
7f5b27372f feat: resend document via API (#1226)
Allow users to re-send documents via the API.
2024-07-12 21:03:52 +10:00
b0c081683f feat: allow anonymous smtp authentication (#1204)
Introduces the ability to use anonymous SMTP authentication where no username or password is provided.

Also introduces a new flag to disable TLS avoiding cases also where STARTTLS is used despite `secure` being
set to `false`
2024-07-09 10:39:59 +10:00
6b5e4da424 v1.6.0-rc.1 2024-07-05 14:24:40 +10:00
cb892bcbb2 feat: add user conversion count to admin panel (#1150)
Displays the count of users who signed up after signing at least one
document in the admin panel
2024-07-05 14:02:22 +10:00
a757ab2303 feat: move template to team (#1217)
Allows users to move templates from their personal account to a team
account.
2024-07-05 13:20:27 +10:00
2c320e8b92 fix: use team avatar everywhere (#1220)
Expands team avatar support across various components and pages of
the application.
2024-07-05 13:05:22 +10:00
2eee2b4d2a feat: send custom email to signers of direct template documents (#1215)
Introduces customization options for the document completion email
template to allow for custom email bodies and subjects for documents
created from direct templates.


## Testing Performed
- Verified correct rendering of custom email subject and body for direct
template documents
- Verified the all other completed email types are sent correctly
2024-07-05 13:03:22 +10:00
06b1d4835e Update signing-an-nda-faster-with-documenso.mdx
fix nda article after git switch
2024-07-04 13:57:57 +02:00
5f2dc1fe31 chore: final touches (#1219)
chore Top 3 Signing Efficiency Hacks for Freelancers

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

## Summary by CodeRabbit

- **New Features**
- Introduced a blog post titled "Top 3 Signing Efficiency Hacks for
Freelancers" with tips on streamlining contract signing using Documenso.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-07-04 13:55:08 +02:00
b3cb9a10be Chore/freelancer-3-hacks (#1218)
Top 3 Signing Efficiency Hacks for Freelancers article
2024-07-04 13:48:01 +02:00
7cff035f8a Chore/changelog-156 (#1214)
fix typo
2024-07-02 15:07:08 +02:00
7ac899eb8d chore: changelog 156 (#1213)
changelog for v 1.5.6

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

## Summary by CodeRabbit

- **New Features**
	- Display document creation time in the documents view.
	- Introduced direct template links for easier access.
- Added support for OpenID Connect (OIDC) for improved authentication
options.

- **Enhancements**
- Transitioned to a new rust-based library for signing documents,
enhancing performance and security.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-07-02 14:42:23 +02:00
92c09c5850 feat: move document to team (#1210)
Introduces a new dialog component allowing users to move documents
between teams with included audit logging.
2024-07-02 12:47:24 +10:00
90c43dcd0a Update announcing-profiles.mdx 2024-07-01 15:27:06 +02:00
48bf57d3aa chore: last text touches (#1212)
final touches for profiles announce
2024-07-01 14:59:33 +02:00
fc0c0a9754 chore: last text touches 2024-07-01 14:58:30 +02:00
455c3a63f9 Update announcing-profiles.mdx 2024-07-01 14:41:06 +02:00
780e91b055 Update signing-an-nda-faster-with-documenso.mdx 2024-07-01 14:33:00 +02:00
611e495e16 chore: profiles announce blogpost (#1211)
announcing profiles blogpost

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

## Summary by CodeRabbit

- **New Features**
- Introduced "Documenso Profiles" that allow users to share digital
signature templates publicly.
- Recipients can sign documents directly via public links, streamlining
the signing process.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-07-01 14:29:37 +02:00
6361dd5fe5 Merge branch 'main' into chore/profiles-announce 2024-07-01 14:21:52 +02:00
e2674456d4 chore: last text touches 2024-07-01 14:16:29 +02:00
dc34e81a7e chore: downgrade sharp 2024-06-28 12:12:15 +10:00
a42fc3cbaa chore: hoist sharp dependency 2024-06-28 11:08:31 +10:00
9242e7ab3a chore: nda-blog (#1202)
How to Sign an NDA online (fast) blog article

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

## Summary by CodeRabbit

- **New Features**
- Published a new blog post on signing NDAs faster with Documenso,
highlighting the use of direct links, templates, and basic signing for
efficiency.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-27 16:38:00 +02:00
6a7c20fe07 Merge branch 'main' into chore/nda-blog 2024-06-27 16:23:04 +02:00
1d8f99a6ce chore: last text touches 2024-06-27 16:22:07 +02:00
bc54636d82 chore: grammarly fr fr 2024-06-27 16:11:03 +02:00
00365ea7ec chore: description 2024-06-27 16:03:59 +02:00
5c843d3465 chore: grammarly 2024-06-27 16:00:24 +02:00
b08e153ca2 feat: add public profiles (#1180)
## Description

Add public profiles

## Changes

- Add profiles settings page for users and teams
- Add profiles page `/p/<url>`

## Not completed

- Pending tests
- UI changes to promote public profiles (sign up, etc)
2024-06-27 22:47:20 +10:00
d85f207d59 fix: add button type 2024-06-27 22:32:48 +10:00
22c02aac02 feat: avatar images 2024-06-27 21:50:42 +10:00
68b7c64b29 chore: video controls 2024-06-27 13:48:45 +02:00
6520f72cf2 chore: images and video and link 2024-06-27 13:45:41 +02:00
963ba13aa6 feat: add more template API endpoints (#1198)
## Description

Update the API endpoint to support more actions for templates


## Changes Made

Add the following endpoints for templates:
- Get template
- Get templates
- Delete template

Get template(s) returns associated recipients and fields. 

UI:
- Updated template delete button to have the destructive delete variant

## Testing Performed

Tested endpoints via /api/v1/openapi

Tested deleting templates via UI manually

## Test data


<details>
  <summary>Delete template response</summary>

```json
{
  "id": 32,
  "type": "PRIVATE",
  "title": "documenso-supporter-pledge.pdf",
  "userId": 3,
  "teamId": null,
  "templateDocumentDataId": "clxva9b4h0001rrh7v0wdw97h",
  "createdAt": "2024-06-26T03:35:45.065Z",
  "updatedAt": "2024-06-26T03:35:45.065Z"
}
```
</details>

<details>
  <summary>Get template response</summary>

```json
{
  "id": 28,
  "type": "PRIVATE",
  "title": "blank_long.pdf",
  "userId": 3,
  "teamId": null,
  "templateDocumentDataId": "clxu4vyty0003rrr52ue5ee4d",
  "createdAt": "2024-06-25T08:17:38.418Z",
  "updatedAt": "2024-06-26T03:36:33.890Z",
  "templateMeta": {
    "id": "clxvaacte0004rrh7s2k910nw",
    "subject": "",
    "message": "",
    "timezone": "Australia/Melbourne",
    "dateFormat": "yyyy-MM-dd hh:mm a",
    "templateId": 28,
    "redirectUrl": ""
  },
  "directLink": {
    "token": "tBJHVFR75sC8m6hPfBTZd",
    "enabled": true
  },
  "templateDocumentData": {
    "id": "clxu4vyty0003rrr52ue5ee4d",
    "type": "BYTES_64",
    "data": "<PDF DATA>"
  },
  "Field": [
    {
      "id": 327,
      "recipientId": 357,
      "type": "SIGNATURE",
      "page": 1,
      "positionX": "55.8431952662722",
      "positionY": "21.39588100686499",
      "width": "29.58579881656805",
      "height": "6.864988558352403"
    },
    {
      "id": 328,
      "recipientId": 357,
      "type": "EMAIL",
      "page": 1,
      "positionX": "28.03254437869823",
      "positionY": "72.99771167048056",
      "width": "29.58579881656805",
      "height": "6.864988558352403"
    }
  ],
  "Recipient": [
    {
      "id": 357,
      "email": "direct.link@documenso.com",
      "name": "Direct link recipient",
      "authOptions": {
        "accessAuth": null,
        "actionAuth": null
      },
      "role": "SIGNER"
    },
    {
      "id": 359,
      "email": "example@documenso.com",
      "name": "Example User",
      "authOptions": {
        "accessAuth": null,
        "actionAuth": null
      },
      "role": "SIGNER"
    }
  ]
}
```
</details>


<details>
  <summary>Get templates response</summary>

```json
{
  "templates": [
    {
      "id": 33,
      "type": "PRIVATE",
      "title": "documenso-supporter-pledge.pdf",
      "userId": 3,
      "teamId": null,
      "templateDocumentDataId": "clxva9oaj0003rrh7hwdyg60o",
      "createdAt": "2024-06-26T03:36:02.130Z",
      "updatedAt": "2024-06-26T03:36:02.130Z",
      "directLink": null,
      "Field": [],
      "Recipient": []
    },
    {
      "id": 28,
      "type": "PRIVATE",
      "title": "blank_long.pdf",
      "userId": 3,
      "teamId": null,
      "templateDocumentDataId": "clxu4vyty0003rrr52ue5ee4d",
      "createdAt": "2024-06-25T08:17:38.418Z",
      "updatedAt": "2024-06-26T03:36:33.890Z",
      "directLink": {
        "token": "tBJHVFR75sC8m6hPfBTZd",
        "enabled": true
      },
      "Field": [
        {
          "id": 327,
          "recipientId": 357,
          "type": "SIGNATURE",
          "page": 1,
          "positionX": "55.8431952662722",
          "positionY": "21.39588100686499",
          "width": "29.58579881656805",
          "height": "6.864988558352403"
        },
        {
          "id": 328,
          "recipientId": 357,
          "type": "EMAIL",
          "page": 1,
          "positionX": "28.03254437869823",
          "positionY": "72.99771167048056",
          "width": "29.58579881656805",
          "height": "6.864988558352403"
        }
      ],
      "Recipient": [
        {
          "id": 357,
          "email": "direct.link@documenso.com",
          "name": "Direct link recipient",
          "authOptions": {
            "accessAuth": null,
            "actionAuth": null
          },
          "role": "SIGNER"
        },
        {
          "id": 359,
          "email": "example@documenso.com",
          "name": "Example User",
          "authOptions": {
            "accessAuth": null,
            "actionAuth": null
          },
          "role": "SIGNER"
        }
      ]
    }
  ],
  "totalPages": 2
}
```
</details>

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

## Summary by CodeRabbit

- **New Features**
  - Added support for team-based template deletion in the dashboard.
- Enhanced API to manage templates, including fetching and deleting
templates by team ID.

- **Bug Fixes**
- Improved error handling for template operations, ensuring better
feedback when templates are not found.

- **Refactor**
- Updated various components and functions to include `teamId` for more
robust template management.

- **Documentation**
- Expanded schema definitions to detail new structures for template and
team interactions.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-27 15:44:16 +10:00
d1a53544c1 fix: enable yearly team pricing (#1199)
## Description

**Pending testing on preview**

Enable yearly team pricing during checkout.

## Changes Made

- Enable selecting yearly team pricing during checkout
- Update pricing on marketing to $480 for yearly team plan

## Testing Performed

- Stripe simulations

Pending manual testing


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

## Summary by CodeRabbit

- **New Features**
- Updated the savings message in the pricing table to reflect new
savings amounts.
  - Adjusted yearly pricing from $500 to $480.
  - Modified user addition costs based on subscription periods.

- **Improvements**
- Simplified button text in the Create Team Checkout Dialog to
consistently display "Checkout".

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-27 15:36:33 +10:00
e2055e50df fix: docker ci (#1201)
## Description

Fix issue with the docker image being built in the CI
2024-06-27 15:13:06 +10:00
5b4e6e530b Merge branch 'main' into feat/public-profiles 2024-06-27 12:10:45 +10:00
b8cc2a2e0f chore: typo 2024-06-26 13:22:43 +02:00
93842ba604 fix: show correct authentication action for account required (#1191)
## Description

When using account required auth for a given document this change now
shows the sign up or sign in button depending on if an account actually
exists within
Documenso.

This change should reduce friction and confusion when a recipient has
been invited to a document.

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

- Updated the ssr for the signing page to fetch whether a user account
exists when document auth is required
- Pass the user exists flag to the document auth required page

## Testing Performed

- Created and sent a document to a user with an account and one without an account in both a logged in and logged out state and confirmed that the dialogs are displayed as expected.
2024-06-26 12:03:01 +10:00
d6f9c701fc fix: direct links for teams are generated wrong (#1197)
use `NEXT_PUBLIC_WEBAPP_URL()` for the base URL.
2024-06-26 11:50:20 +10:00
1f59266e08 Merge branch 'main' into fix/show-sign-in-or-sign-up-for-account-required 2024-06-26 11:48:15 +10:00
51ad6a6ff8 fix: direct links for teams are generated wrong 2024-06-25 16:09:19 +00:00
a177ca48d9 feat: admin activation metrics (#1080)
![CleanShot 2024-05-21 at 09 42
42@2x](https://github.com/documenso/documenso/assets/55143799/8d9d972b-6ebd-4e42-adba-62edba188460)


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

- **New Features**
- Introduced user statistics display including metrics on document
creation and signing in the admin dashboard.
- Added a bar chart visualizing monthly growth data of users with
documents.

- **Enhancements**
- Updated dashboard stats page to provide more detailed user-related
metrics and charts.
- Added new CSS variable `--gold` for consistent theming across light
and dark modes.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-25 17:37:52 +02:00
7e065764ec chore: use luxon for dates 2024-06-25 15:10:58 +00:00
db827b749d Merge branch 'main' into admin/stats 2024-06-25 15:06:27 +00:00
bbd68f37c2 Update README.md
chore alt
2024-06-25 15:43:28 +02:00
817103ebba Update README.md
chore: add shiny badges
2024-06-25 15:42:25 +02:00
2315785bc9 chore: add direct link video (#1194)
added direct link video to documenso.com
2024-06-24 17:36:07 +02:00
b6a2fe88cb chore: add direct link video 2024-06-24 17:34:52 +02:00
e527058322 Merge branch 'main' into fix/show-sign-in-or-sign-up-for-account-required 2024-06-24 19:44:23 +10:00
62cd4c019f feat: force signature fields for document signers (#1139)
## Description

Show a dialog when the document has signers with no signature fields
placed.

## Changes Made

Created a new dialog that'll be triggered when the document owner tries
to send a document to the signers without placing signature fields. The
document owners can't proceed to the next step unless they add signature
fields.

## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.




https://github.com/documenso/documenso/assets/25515812/f1b5c34e-2ce0-40e3-804c-f05d23045710




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

- **New Features**
- Introduced "Direct Links" for async signing, allowing users to create
documents from templates using public links.
- Added `MissingSignatureFieldDialog` component to ensure users don't
miss adding signature fields.

- **Enhancements**
- Updated blog content to provide guidance on contract management and
announce new pricing plans.

- **Bug Fixes**
  - Improved async signing process for better efficiency and control.

- **Refactor**
- Improved internal code structure and import order for stripe-related
functionality.

- **Tests**
- Enhanced e2e tests to verify signature presence before document
creation and updated test flows for document approval.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-06-24 18:01:57 +10:00
16c6d4a8bd fix: show field on pending document (#1158)
## Description

This pull request introduces the functionality to display pending fields
on the document page view. This enhancement allows users to see which
fields are pending and need to be completed.

![CleanShot 2024-05-14 at 23 31
29@2x](https://github.com/documenso/documenso/assets/55143799/ffea0b29-d251-4dd5-9742-5416ac8262ad)


## Changes Made

- Added `getPendingFieldsForDocument` function in
`packages/lib/server-only/field/get-pending-fields-for-document.ts` to
fetch pending fields for a document.
- Created a new component `DocumentPendingFields` in
`document-pending-fields.tsx` to display the pending fields with options
to hide individual fields.

## Testing Performed

- Tested the new feature by creating documents with pending fields and
verifying their display on the document page view.
- Verified that the pending fields are correctly hidden when the "Hide
field" button is clicked.
- Ran unit tests for the new functionality and existing components to
ensure no regressions.

## Checklist

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

## Additional Notes

No additional notes.


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

- **New Features**
- Introduced logic for handling pending and completed document fields
based on signing status.

- **Refactor**
- Replaced `getCompletedFieldsForDocument` with `getFieldsForDocument`.
- Updated `DocumentReadOnlyFields` component to `DocumentPendingFields`.

- **Bug Fixes**
- Improved field retrieval accuracy and display based on recipient
signing status.

- **Style**
- Enhanced UI elements with new icons and button adjustments for better
user interaction.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-06-24 16:08:06 +10:00
19d8b4b80d Merge branch 'main' into feat/public-profiles 2024-06-21 20:14:32 +10:00
9a48da5270 feat: background tasks (#1160)
## Description

Currently a work in progress but this adds background tasks to Documenso
for handling tasks that take a little longer and aren't part of the
overall critical path.

## Related Issue

N/A

## Changes Made

Added a pluggable jobs provider supporting both a local provider and a
Trigger.dev provider.

## Testing Performed

- Verified job level retries work
- Verified task level retries work without incrementing job retries


![image](https://github.com/documenso/documenso/assets/13398220/3bbfbc7f-28ef-43ab-a539-ae0d4e900b43)

![image](https://github.com/documenso/documenso/assets/13398220/fd012169-4986-4653-b852-ba6e19a5d131)


**This will still have a lot of rough edges but is a perfect MVP for
local _durable_ compute which may accept more providers later on**

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

- **New Features**
- Added background job management functionalities to handle email
sending and job processing.
- Introduced support for triggering and managing jobs using various
providers.

- **Chores**
- Updated environment configuration files to support new job management
features.
- Added and updated scripts and dependencies for job management and CLI
commands.
  
- **Refactor**
- Refactored email sending functionalities to utilize the new job queue
mechanism.

- **Documentation**
- Updated documentation to reflect the new environment variables and
configurations related to background jobs.

- **Configuration**
- Updated Docker configurations to support new services for job
management.
- Updated VSCode settings for improved development experience with new
dependencies and formatting rules.
  
- **Database**
- Added new database schemas and migrations to support background job
management and tracking.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-21 14:32:29 +10:00
2c3c067eb4 chore: add inngest:dev command 2024-06-21 14:25:45 +10:00
5d417ee67f Merge branch 'main' into feat/public-profiles 2024-06-21 13:59:13 +10:00
1ad64b43db Merge branch 'main' into feat/background-tasks 2024-06-21 13:58:56 +10:00
ffb890fdf6 chore: force pin turbo to resolve docker issues for now 2024-06-21 13:52:22 +10:00
8e19c89fae chore: add packageManager field 2024-06-21 13:07:30 +10:00
6b3c0afe25 chore: add prebuild to handle prisma build cache 2024-06-21 12:55:17 +10:00
3e5dcca027 fix: remove extra frontmatter from changelog.mdx 2024-06-21 12:34:45 +10:00
93ea3e2644 fix: dirty type safe job definitions 2024-06-21 12:18:11 +10:00
6f8d8b908d Merge branch 'main' into feat/background-tasks 2024-06-21 10:31:16 +10:00
ef07bb4dec chore: freelancer blog article #2 (#1181)
documenso for freelancer contracts article

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

- **New Features**
- Published a new blog post: "How Documenso Enhances Contract Management
for Freelancers, Helping Them Close More Clients Efficiently." This post
offers insights into contract management and the benefits of digital
signatures using Documenso.

- **Documentation**
- Updated a hyperlink in the conclusion section of the blog post titled
"How Documenso Helps Freelancers Close More Clients Efficiently" to
direct users to a new URL related to signing freelance contracts with
Documenso.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-20 14:21:04 +02:00
f0f21955fb chore date 2024-06-20 14:17:56 +02:00
6b53a76bd0 Merge branch 'main' into chore/freelance-blog-2 2024-06-20 14:16:59 +02:00
6573b41b92 chore: bump date correctly 2024-06-20 14:14:19 +02:00
75bba68857 chore: typo and link 2024-06-20 14:11:50 +02:00
d5bb92b839 chore: bump date 2024-06-20 14:08:23 +02:00
134e241357 feat: add changelog to marketing (#1190)
added changelog page to marketing site

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

## Summary by CodeRabbit

- **New Features**
  - Introduced a changelog page to detail recent updates and features.
  - Added a link to the changelog in the website footer for easy access.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-20 13:00:14 +02:00
a2a10b0ee4 chore: typo and format 2024-06-20 12:59:53 +02:00
dfd165330c Merge branch 'main' into feat/public-profiles 2024-06-20 11:35:59 +10:00
cc667233c6 fix: show correct authentication action for account required
When using account required auth for a given document
this change now shows the sign up or sign in button
depending on if an account actually exists within
Documenso.

This change should reduce friction and confusion when a
recipient has been invited to a document.
2024-06-20 10:59:07 +10:00
a727abdcf1 feat: add changelog to marketign 2024-06-19 16:24:27 +02:00
664b9284bd chore: feedback from pull request 2024-06-19 13:28:14 +10:00
81d86559eb Merge branch 'main' into admin/stats 2024-06-18 17:01:17 +02:00
4077d02ccd fix: use readonly modifiers for generics 2024-06-18 22:38:53 +10:00
fbf4bd605f chore: bump date (#1189) 2024-06-17 13:38:14 +02:00
c869ad23f9 chore: bump date 2024-06-17 13:37:12 +02:00
16406b3aae chore: direct links announce (#1177)
direct links account blogarticle


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

- **New Features**
- Introduced Direct Links for templates, allowing asynchronous document
signing via unique shareable links for easy access.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-17 13:36:23 +02:00
f7cb468176 Merge branch 'main' into chore/direct-links-announce 2024-06-17 13:27:32 +02:00
d86c5fee42 chore: typo 2024-06-17 13:27:04 +02:00
2516377cbf Merge branch 'main' into feat/background-tasks 2024-06-17 17:12:12 +10:00
8bb936aa51 chore: add env vars to example .env 2024-06-17 17:02:00 +10:00
b8d6484ff0 fix: improve inngest support 2024-06-17 16:59:14 +10:00
46a7dce320 chore: freelance-blog (#1175)
"How Documenso Helps Freelancers Close More Clients Efficiently" blog
article

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

- **Documentation**
- Added a new blog post titled "How Documenso Helps Freelancers Close
More Clients Efficiently," discussing the benefits of using Documenso to
streamline the proposal process with digital signatures for enhanced
speed and security in closing deals.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-14 12:11:42 +02:00
09d1c1bc33 chore: bump 2024-06-14 11:26:04 +02:00
36d7e3c8c4 chore: final polish 2024-06-14 11:18:23 +02:00
24d0dfa65a text 2024-06-14 11:10:23 +02:00
55dc14f7dc Merge branch 'main' into chore/freelance-blog 2024-06-14 11:08:35 +02:00
6977381e00 feat: inngest provider 2024-06-14 13:53:48 +10:00
1c5da46335 fix: update signing email job 2024-06-14 13:53:08 +10:00
232dc96eb5 chore: update open page
update open page
2024-06-13 14:02:02 +02:00
7b594b303d fix: carousel on mobile screen (#1186)
## Description

Adjusts the styling to improve the layout and appearance of the carousel
controls and thumbnails on smaller screens.

## Changes Made

- Updated the carousel control styling to be more responsive.
- Adjusted the font size and padding of the slide component for better
display on mobile screens.

## Screenshot
![CleanShot 2024-06-13 at 08 18
55@2x](https://github.com/documenso/documenso/assets/55143799/1bcb31a3-2b4f-48bc-8a22-9d8e16b71d17)


## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.

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



<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-13 13:39:33 +02:00
3356934590 fix: carousel on mobile screen 2024-06-13 08:09:06 +00:00
c470e4d516 Merge branch 'main' into admin/stats 2024-06-13 05:47:17 +00:00
1bbfd9d0f3 fix: remove redundant cards 2024-06-13 05:46:34 +00:00
f28334bff7 feat: make jobs client type safe 2024-06-13 15:32:56 +10:00
002dc0fdae fix: make local provider robust to random input 2024-06-13 15:24:53 +10:00
2e41ecf825 fix: remove dummy code from email job 2024-06-13 15:24:53 +10:00
991f808890 feat: ghetto durable compute 2024-06-13 15:24:51 +10:00
61827ad729 fix: make trigger.dev work properly 2024-06-13 15:23:52 +10:00
108054a133 wip: background tasks 2024-06-13 15:23:19 +10:00
cfb52161d9 Merge branch 'main' into feat/public-profiles 2024-06-13 15:20:26 +10:00
1647f7c4a0 fix: correctly insert fields on rotated pages (#1183)
## Description

PDFs can have pages that are rotated, which are correctly rendered in
the frontend. However, when we load the PDF in the backend, the rotation
is applied which causes issues when we want to insert fields.

To account for this, we swap the width and height for pages that are
rotated by 90/270 degrees. This is so we can calculate the virtual
position the field was placed if it was correctly oriented in the
frontend.

Then when we insert the fields, we apply a transformation to the
position of the field so it is rotated correctly.

**Test document with 0/90/180/270 rotated pages**


[rotated_test.pdf](https://github.com/user-attachments/files/15798138/rotated_test.pdf)
2024-06-12 21:54:45 +10:00
eca66a7c1d fix: add regular plan to price type enum (#1184)
Adds the regular plan to our current plan type enum so we can use it for
user limit calculations.
2024-06-12 21:54:11 +10:00
6f2de54640 Merge branch 'main' into fix/regular-plan 2024-06-12 21:49:39 +10:00
e62fa6cc92 fix: update plans on the billing page 2024-06-12 21:33:17 +10:00
8c2f61a004 fix: add regular plan to price type enum 2024-06-12 21:27:05 +10:00
b25683c086 Chore/sunset-early-adopters (#1182)
chore: sunset early adopters

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

- **New Features**
- Introduced a new `Carousel` component with video autoplay
functionality.
  - Added a `Thumb` component for carousel navigation.
- Introduced a new `Enterprise` component detailing enterprise licensing
and compliance.
  
- **Updates**
- Updated the `Hero` component to replace the `Widget` with the new
`Carousel`.
- Revised the `PricingTable` component to reflect new pricing plans and
details.
  - Changed tooltip text in the marketing app for better clarity.
- Updated button texts and links in the `Callout` component to promote
the "Free Plan".

- **Content**
- Published a blog post announcing the end of the Early Adopters Plan
and introducing new pricing plans.
  
- **Dependencies**
- Added Embla Carousel dependencies for enhanced carousel functionality.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-12 12:48:29 +02:00
383c62e7e6 chore: typo+text 2024-06-12 12:30:12 +02:00
e41c12fcbf chore: update date 2024-06-12 12:24:14 +02:00
c8d56104c5 fix: build/ cleanup 2024-06-12 12:05:00 +02:00
71f7717f0b fix: theme issues and cleanup 2024-06-12 11:52:38 +02:00
6174415339 fix: add comment 2024-06-12 14:00:45 +10:00
9fbc61a04d fix: insert fields correctly for rotated pdfs 2024-06-11 19:04:55 +10:00
2bf0d42fbd chore: rename to slide 2024-06-10 13:44:43 +00:00
1fda9ed2a6 chore: show each slide based on video time 2024-06-10 13:43:50 +00:00
5cdfdb1a5f fix: ui 2024-06-10 21:25:25 +10:00
1b849d1fb8 chore: fix package lock 2024-06-10 12:59:02 +02:00
5a76a601d5 fix: error message 2024-06-10 20:54:29 +10:00
6bb86944f7 fix: remove price id 2024-06-10 20:28:50 +10:00
cd8c42914f fix: add tooltip 2024-06-10 20:07:32 +10:00
59193ab40d chore: remove badge 2024-06-10 10:32:48 +02:00
817638c24a chore: add darkmode videos and zapier 2024-06-10 10:28:55 +02:00
d8d9a3be77 feat: add profile tooltips 2024-06-08 13:22:51 +10:00
68f7a7f090 chore: announcing profiles, first draft 2024-06-07 13:39:08 +02:00
a278cd6b58 chore: show video on dark theme and light theme 2024-06-06 23:43:51 +00:00
aa5beafe59 chore: profiles article file 2024-06-06 17:47:30 +02:00
acb9eb66a5 Merge branch 'main' into chore/sunset-early-adopters 2024-06-06 17:46:00 +02:00
8ab9b0df7c chore: first video tries 2024-06-06 17:14:56 +02:00
069c1a3085 chore: update links 2024-06-06 15:13:27 +02:00
2c035dfa31 chore: images 2024-06-06 15:09:09 +02:00
bddf460e93 chore: grammarly 2024-06-06 14:50:43 +02:00
4c09f46038 chore: freelance contract article text 2024-06-06 14:46:03 +02:00
95a600001a fix: migration 2024-06-06 19:14:53 +10:00
783e47d297 fix: migration 2024-06-06 18:57:00 +10:00
6e4a4c38a1 fix: add migration 2024-06-06 16:58:37 +10:00
5514dad4d8 feat: add public profiles 2024-06-06 15:28:02 +10:00
cc43139573 fix: downloaded files should have _signed (#1149)
Modifies the generated filename for the downloaded PDF by appending
"_signed" to the base title.

## Changes Made

- Update the filename in the downloadFile function call to append
"_signed" to the baseTitle variable.

## Testing Performed

Tested the `downloadPDF` function locally to ensure that the downloaded
PDF file has the correct filename with "_signed" appended.
2024-06-05 14:56:02 +10:00
0c2306b745 fix: add correct role names for direct templates (#1179)
## Description

Update the direct template signing process and emails to correctly
reflect the role of the recipient who actioned the direct template.


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

## Summary by CodeRabbit

- **New Features**
- Dynamic updating of title and description based on recipient role in
the document signing process.
- Enhanced email templates to include recipient roles, providing more
context in email notifications.

- **Improvements**
- More descriptive actions in email templates based on recipient roles,
improving clarity for recipients.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-06-05 14:40:45 +10:00
fa9310db01 chore: cta 2024-06-04 17:46:44 +02:00
2dfc37754e chore: direct links article 2024-06-04 17:38:44 +02:00
317ebea8ad Merge branch 'main' into chore/freelance-blog 2024-06-03 17:32:24 +02:00
0502181d0f chore: grammarly 2024-06-03 17:28:03 +02:00
b010fa3682 chore: date 2024-06-03 10:21:39 +02:00
65f10d267f chore: typo 2024-06-03 10:21:05 +02:00
b25bbff3f2 chore: video 2024-06-03 10:19:46 +02:00
cd2cb6e9d7 chore: typo 2024-06-03 09:53:12 +02:00
d11a68fc4c feat: add direct templates links (#1165)
## Description

Direct templates links is a feature that provides template owners the
ability to allow users to create documents based of their templates.

## General outline

This works by allowing the template owner to configure a "direct
recipient" in the template.

When a user opens the direct link to the template, it will create a flow
where they sign the fields configured by the template owner for the
direct recipient. After these fields are signed the following will
occur:

- A document will be created where the owner is the template owner
- The direct recipient fields will be signed
- The document will be sent to any other recipients configured in the
template
- If there are none the document will be immediately completed

## Notes

There's a custom prisma migration to migrate all documents to have
'DOCUMENT' as the source, then sets the column to required.

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-06-02 15:49:09 +10:00
c346a3fd6a feat: add oidc support (#1103)
## Description

This PR adds generic OIDC as an authentication provider. This allows
personal users and companies potentially to define whatever IdP they
want as long as it supports the OIDC well known format. (Azure, Zitadel,
Authentik, KeyCloak, Google, etc. all support it)

## Related Issue

Fixes #1090 

## Changes Made

- Adds OIDC buttons to the signin and registration pages
- Adds appropriate environment variables
- Adds migration to add OIDC to the `IdentityProvider` Enum

## Testing Performed

#### Zitadel
- Created application in Zitadel as an web app, with Client auth
- Enabled `User Info inside ID Token` in Token settings
- Copied client id and client secret to the new .ENV variables
- Copied the well-known URL from the URLs section to .ENV
- Created new account with OIDC provider button
- Verified email manually
- Signed into account with OIDC provider
- Logged out
- Signed into accounting again with OIDC provider

#### Authentik
- Created application in Authentik
- Copied client id and client secret to the new .ENV variables
- Copied the well-known URL from the URLs section to .ENV
- Created new account with OIDC provider button
- Verified email manually
- Signed into account with OIDC provider
- Logged out
- Signed into accounting again with OIDC provider

#### Azure AD
- Created application in Azure AD using OAuth2
- Copied client id and client secret to the new .ENV variables
- Copied the well-known URL from the URLs section to .ENV
- Created new account with OIDC provider button
- Verified email manually
- Signed into account with OIDC provider
- Logged out
- Signed into accounting again with OIDC provider
2024-05-31 11:45:17 +10:00
70eeb1a746 chore: improve oidc provider support
Adds fields to the Account model to support various pieces
of data returned by OIDC providers such as AzureAD and GitLab.

Additionally passes through the email verification status and handles
retrieving the email for providers such as AzureAD who use a different
claim instead.
2024-05-30 22:15:45 +10:00
d8d0734680 Merge branch 'main' into mk/oidc-auth 2024-05-30 15:41:36 +10:00
6bd2f68014 fix: Capitalise "Stripe" (#1173)
Small fix, I noticed on the marketing site
2024-05-30 13:33:01 +10:00
ede6eea88d feat: add kysely for raw type-safe SQL queries (#1041) 2024-05-29 22:46:20 +10:00
ebc547684a fix: inline the remember package 2024-05-29 22:25:23 +10:00
5724e73d49 chore: revert find-documents change for now
Reverts the change to find-documents to use Kysely. I'd like to gain
confidence by using it in smaller pieces before commiting to doing
what is one of our most complicated queries in Documenso.
2024-05-29 20:54:43 +10:00
4a6b5ceaf8 fix: re-add removed types 2024-05-29 20:53:50 +10:00
ab949afbb6 fix: convert to kysely queries 2024-05-29 20:03:51 +10:00
3b2d184f05 chore: custom tooltip since it's hiding values under other charts 2024-05-29 08:26:58 +00:00
3d81b15d71 chore: tidy code 2024-05-29 14:47:33 +10:00
27fe8c7f8f Merge branch 'main' into feat/add-kysely 2024-05-28 14:53:29 +10:00
0c18f27b3f feat: remove the existing empty signer if its the only one (#1127)
Removes the existing empty signer if its the only one
2024-05-28 14:15:01 +10:00
b394e99f7a Merge branch 'main' into feat/start-selfSign 2024-05-28 12:53:57 +10:00
c21e30d689 chore: tidy code 2024-05-28 02:45:57 +00:00
9b92e38c52 chore: add more tests (#1079) 2024-05-27 11:17:03 +07:00
ac41086e1a Merge branch 'main' into feat/start-selfSign 2024-05-24 23:48:20 +10:00
94cf412f29 fix: show team url in dropdown menu on hover (#1122)
fixes: #943 

<img width="330" alt="Screenshot 2024-02-19 211732"
src="https://github.com/documenso/documenso/assets/75713174/724078ca-e107-4acb-a75d-c7d2cdd29b80">


Video Link:
https://www.loom.com/share/35328504cf3f46e9be78bd485252e8dc?sid=1f309776-8b52-4af4-b86b-652b762fef5b
2024-05-24 23:46:57 +10:00
6650a1d72e feat: optional email sending for api users
Introduces the ability to not send an email when sending
(publishing) a document using the API.

Additionally returns the signing link for each recipient
when working with recipient API endpoints and returns
the document object including recipients when sending
documents via API.
2024-05-24 23:36:28 +10:00
82848e3d2e fix: animate transition 2024-05-24 18:47:03 +10:00
22b8c2044b Merge branch 'main' into fix/show-teams-url-new 2024-05-24 14:58:42 +10:00
ef5d267e96 fix: Remove document on go back click on step 1 (#910)
 Fixes #903 
 Invoke `onBackStep` on "Go Back" click and conditionally render
Go back label string.
2024-05-24 14:17:53 +10:00
518ddea081 feat: pin input component (#936)
https://github.com/documenso/documenso/assets/55143799/fa3d14d6-59e6-4984-9287-7375198fcea0
2024-05-24 14:13:28 +10:00
805758f716 Merge branch 'main' into reattach-pdf 2024-05-24 14:07:43 +10:00
04ebb26a0b chore: update wording 2024-05-24 04:02:58 +00:00
9cb80aa0bc chore: add pin input to all 2FA components
Adds the pin input to the currently used 2FA components sunsetting
the standard input that was previously used.
2024-05-24 03:31:19 +00:00
0985206088 Merge branch 'main' into 2fa-input 2024-05-24 12:53:41 +10:00
aadb22cdbf fix: use shadcn pin input and revert changes 2024-05-24 02:51:25 +00:00
25f870ccc0 feat: dark mode 2024-05-23 14:39:43 +00:00
c86edbefb7 fix: reset autoplay timer when you manually click on a new slide 2024-05-23 13:10:42 +00:00
c2c0d4d259 chore: update callout CTAs 2024-05-23 14:22:28 +02:00
76e6adcf59 fix: progres slide count 2024-05-23 11:44:03 +00:00
7fa3069d8c chore: classname typo 2024-05-23 11:20:13 +00:00
4e6e4a0016 feat: add progress at the bottom of the slide 2024-05-23 11:18:21 +00:00
907cc3a74e chore: add what's new label 2024-05-23 10:33:47 +00:00
c14cd2dcc5 fix: show slide content based on image or video 2024-05-23 10:21:29 +00:00
7fdda0a840 feat: replace signup widget with carousel 2024-05-23 10:09:36 +00:00
3e304b37b2 feat: sealing robustness (#1170)
A series of changes to improve sealing robustness avoiding errors that
have appeared during monitoring.

Additionally handles the recently published CVE affecting the
`pdfjs-dist` library.
2024-05-23 15:35:05 +10:00
1f3df51371 fix: update font variable typo 2024-05-23 15:13:12 +10:00
6e2363d48c Merge branch 'main' into fix/sealing-robustness 2024-05-23 15:11:23 +10:00
64bec5f29c fix: remove console.log statements 2024-05-23 15:10:28 +10:00
311328471e fix: bump react-pdf and pdfjs-dist to handle cve
Bumps ReactPDF and pdfjs-dist to avoid the CVE that allows
for code execution in pdf's. This change doesn't specifically
upgrade to the latest pdfjs-dist due to issues with top level
await, instead disabling the evaluation of javascript within
the PDF.
2024-05-23 14:47:32 +10:00
d58a88196a fix: use noto sans for text insertion on pdfs
Use Noto Sans to gracefully handle inserting custom text
on PDF's. Previously we were using Helvetica which is a
standard PDF font but that would fail for any character
that couldn't be encoded in WinANSI.

Noto Sans was chosen as it has support for a large number
of languages and glyphs with challenges now being adding
support for CJK glyphs.
2024-05-23 13:07:37 +10:00
f1c6fc6fb7 chore: update gitpod config (#1151)
## Description
Remove deprecated config from `gitpod.yaml`

The output when it is run in Gitpod

```
HISTFILE=/workspace/.gitpod/cmd-0 history -r; {
npm i &&
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)"

} && {
npm run d
}
gitpod /workspace/documenso (chore/update-gitpod) $  HISTFILE=/workspace/.gitpod/cmd-0 history -r; {
> npm i &&
> 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)"
> 
> } && {
> npm run d
> }

> prepare
> husky install

install command is deprecated

added 1842 packages, and audited 1859 packages in 1m

438 packages are looking for funding
  run `npm fund` for details

16 vulnerabilities (1 low, 11 moderate, 3 high, 1 critical)

To address issues that do not require attention, run:
  npm audit fix

To address all issues possible (including breaking changes), run:
  npm audit fix --force

Some issues need review, and may require choosing
a different dependency.

Run `npm audit` for details.
npm notice 
npm notice New minor version of npm available! 10.5.2 -> 10.8.0
npm notice Changelog: https://github.com/npm/cli/releases/tag/v10.8.0
npm notice Run npm install -g npm@10.8.0 to update!
npm notice 

> dx:up
> docker compose -f docker/development/compose.yml up -d

[+] Running 33/3
 ✔ minio Pulled                                                                                                                                          6.6s 
 ✔ database Pulled                                                                                                                                      11.3s 
 ✔ inbucket Pulled                                                                                                                                       6.1s 
[+] Running 5/5
 ✔ Network documenso-development_default  Created                                                                                                        0.1s 
 ✔ Volume "documenso-development_minio"   Created                                                                                                        0.0s 
 ✔ Container database                     Started                                                                                                        1.0s 
 ✔ Container minio                        Started                                                                                                        1.0s 
 ✔ Container mailserver                   Started                                                                                                        1.0s 

> d
> npm run dx && npm run dev


> dx
> npm i && npm run dx:up && npm run prisma:migrate-dev && npm run prisma:seed


> prepare
> husky install

install command is deprecated

up to date, audited 1859 packages in 4s

438 packages are looking for funding
  run `npm fund` for details

18 vulnerabilities (1 low, 11 moderate, 5 high, 1 critical)

To address issues that do not require attention, run:
  npm audit fix

To address all issues possible (including breaking changes), run:
  npm audit fix --force

Some issues need review, and may require choosing
a different dependency.

Run `npm audit` for details.

> dx:up
> docker compose -f docker/development/compose.yml up -d

[+] Running 3/0
 ✔ Container mailserver  Running                                                                                                                         0.0s 
 ✔ Container minio       Running                                                                                                                         0.0s 
 ✔ Container database    Running                                                                                                                         0.0s 

> prisma:migrate-dev
> npm run with:env -- npm run prisma:migrate-dev -w @documenso/prisma


> with:env
> dotenv -e .env -e .env.local -- npm run prisma:migrate-dev -w @documenso/prisma


> @documenso/prisma@1.0.0 prisma:migrate-dev
> prisma migrate dev --skip-seed

Prisma schema loaded from schema.prisma
Datasource "db": PostgreSQL database "documenso", schema "public" at "127.0.0.1:54320"

Applying migration `20230404095503_initial_migration`
Applying migration `20230411134605_doc_208`
Applying migration `20230421134018_doc_214_add_signed_at_field`
Applying migration `20230505085625_create_subscription_table`
Applying migration `20230505085908_update_unique_constraint`
Applying migration `20230505091928_add_past_due_value`
Applying migration `20230605122017_password_reset`
Applying migration `20230605164015_expire_password_reset_token`
Applying migration `20230617040606_add_name_field`
Applying migration `20230617041623_add_email_field`
Applying migration `20230621130930_add_width_and_height_for_fields`
Applying migration `20230621131348_add_document_id_and_email_index`
Applying migration `20230621133446_migrate_field_position_to_float`
Applying migration `20230829165148_user_sharing_link`
Applying migration `20230829180915_recipient_id_for_user_id`
Applying migration `20230830053354_add_service_user`
Applying migration `20230901083000_add_user_signature_column`
Applying migration `20230907041233_add_document_data_table`
Applying migration `20230907074451_insert_old_data_into_document_data_table`
Applying migration `20230907075057_user_roles`
Applying migration `20230907080056_add_created_at_and_updated_at_columns`
Applying migration `20230907082622_remove_old_document_data`
Applying migration `20230912011344_reverse_document_data_relation`
Applying migration `20230914031347_remove_redundant_created_column`
Applying migration `20230917190854_password_reset_token`
Applying migration `20230918111438_update_subscription_constraints_and_columns`
Applying migration `20230920052232_document_meta`
Applying migration `20230920060743_update_share_link_schema`
Applying migration `20230920124941_fix_documentmeta_relation`
Applying migration `20230922121421_fix_document_meta_schema`
Applying migration `20231013012902_add_document_share_link_delete_cascade`
Applying migration `20231025074705_add_email_confirmation_registration`
Applying migration `20231028094931_add_user_timestamp_columns`
Applying migration `20231028095542_use_now_for_last_signed_in`
Applying migration `20231030055821_add_database_indexes`
Applying migration `20231031072857_verify_existing_users`
Applying migration `20231103044612_add_completed_date`
Applying migration `20231105184518_add_2fa`
Applying migration `20231123132053_public_api_api_token`
Applying migration `20231202134005_deletedocuments`
Applying migration `20231202220928_add_recipient_roles`
Applying migration `20231205000309_add_cascade_delete_for_verification_tokens`
Applying migration `20231206073509_add_multple_subscriptions`
Applying migration `20231207134820_add_document_meta_dateformat_timezone`
Applying migration `20231220124343_add_cascade_delete_user_apitoken`
Applying migration `20231221101005_add_templates`
Applying migration `20240115031508_add_password_to_document_meta`
Applying migration `20240131004516_add_user_security_audit_logs`
Applying migration `20240131132916_verify_paid_users`
Applying migration `20240205040421_add_teams`
Applying migration `20240205120648_create_delete_account`
Applying migration `20240206051948_add_teams_templates`
Applying migration `20240206111230_add_document_meta_redirect_url`
Applying migration `20240206131417_add_user_webhooks`
Applying migration `20240208135802_make_expiry_date_optional_api_tokens`
Applying migration `20240209023519_add_document_audit_logs`
Applying migration `20240220115435_add_public_profile_url_bio`
Applying migration `20240221055920_support_team_tokens`
Applying migration `20240222183156_display_banner`
Applying migration `20240222183231_banner_show`
Applying migration `20240222185936_remove_custom`
Applying migration `20240222230527_change_banner_to_site_settings_model`
Applying migration `20240222230604_add_site_banner_to_site_settings`
Applying migration `20240224085633_extend_webhook_trigger_events`
Applying migration `20240226035048_add_recipient_referential_action_for_fields`
Applying migration `20240227003622_migrate_to_cuids_for_webhooks`
Applying migration `20240227015420_add_webhook_call_table`
Applying migration `20240227023747_add_team_webhooks`
Applying migration `20240227031228_add_event_to_webhook_call_model`
Applying migration `20240227111633_rework_user_profiles`
Applying migration `20240306060259_add_passkeys`
Applying migration `20240311113243_add_document_auth`
Applying migration `20240327074701_add_secondary_verification_id`
Applying migration `20240408083413_add_form_values_column`
Applying migration `20240408142543_add_recipient_document_delete`
Applying migration `20240418140819_remove_impossible_field_optional_states`
Applying migration `20240424072655_update_foreign_key_constraints`

The following migration(s) have been applied:

migrations/
  └─ 20230404095503_initial_migration/
    └─ migration.sql
  └─ 20230411134605_doc_208/
    └─ migration.sql
  └─ 20230421134018_doc_214_add_signed_at_field/
    └─ migration.sql
  └─ 20230505085625_create_subscription_table/
    └─ migration.sql
  └─ 20230505085908_update_unique_constraint/
    └─ migration.sql
  └─ 20230505091928_add_past_due_value/
    └─ migration.sql
  └─ 20230605122017_password_reset/
    └─ migration.sql
  └─ 20230605164015_expire_password_reset_token/
    └─ migration.sql
  └─ 20230617040606_add_name_field/
    └─ migration.sql
  └─ 20230617041623_add_email_field/
    └─ migration.sql
  └─ 20230621130930_add_width_and_height_for_fields/
    └─ migration.sql
  └─ 20230621131348_add_document_id_and_email_index/
    └─ migration.sql
  └─ 20230621133446_migrate_field_position_to_float/
    └─ migration.sql
  └─ 20230829165148_user_sharing_link/
    └─ migration.sql
  └─ 20230829180915_recipient_id_for_user_id/
    └─ migration.sql
  └─ 20230830053354_add_service_user/
    └─ migration.sql
  └─ 20230901083000_add_user_signature_column/
    └─ migration.sql
  └─ 20230907041233_add_document_data_table/
    └─ migration.sql
  └─ 20230907074451_insert_old_data_into_document_data_table/
    └─ migration.sql
  └─ 20230907075057_user_roles/
    └─ migration.sql
  └─ 20230907080056_add_created_at_and_updated_at_columns/
    └─ migration.sql
  └─ 20230907082622_remove_old_document_data/
    └─ migration.sql
  └─ 20230912011344_reverse_document_data_relation/
    └─ migration.sql
  └─ 20230914031347_remove_redundant_created_column/
    └─ migration.sql
  └─ 20230917190854_password_reset_token/
    └─ migration.sql
  └─ 20230918111438_update_subscription_constraints_and_columns/
    └─ migration.sql
  └─ 20230920052232_document_meta/
    └─ migration.sql
  └─ 20230920060743_update_share_link_schema/
    └─ migration.sql
  └─ 20230920124941_fix_documentmeta_relation/
    └─ migration.sql
  └─ 20230922121421_fix_document_meta_schema/
    └─ migration.sql
  └─ 20231013012902_add_document_share_link_delete_cascade/
    └─ migration.sql
  └─ 20231025074705_add_email_confirmation_registration/
    └─ migration.sql
  └─ 20231028094931_add_user_timestamp_columns/
    └─ migration.sql
  └─ 20231028095542_use_now_for_last_signed_in/
    └─ migration.sql
  └─ 20231030055821_add_database_indexes/
    └─ migration.sql
  └─ 20231031072857_verify_existing_users/
    └─ migration.sql
  └─ 20231103044612_add_completed_date/
    └─ migration.sql
  └─ 20231105184518_add_2fa/
    └─ migration.sql
  └─ 20231123132053_public_api_api_token/
    └─ migration.sql
  └─ 20231202134005_deletedocuments/
    └─ migration.sql
  └─ 20231202220928_add_recipient_roles/
    └─ migration.sql
  └─ 20231205000309_add_cascade_delete_for_verification_tokens/
    └─ migration.sql
  └─ 20231206073509_add_multple_subscriptions/
    └─ migration.sql
  └─ 20231207134820_add_document_meta_dateformat_timezone/
    └─ migration.sql
  └─ 20231220124343_add_cascade_delete_user_apitoken/
    └─ migration.sql
  └─ 20231221101005_add_templates/
    └─ migration.sql
  └─ 20240115031508_add_password_to_document_meta/
    └─ migration.sql
  └─ 20240131004516_add_user_security_audit_logs/
    └─ migration.sql
  └─ 20240131132916_verify_paid_users/
    └─ migration.sql
  └─ 20240205040421_add_teams/
    └─ migration.sql
  └─ 20240205120648_create_delete_account/
    └─ migration.sql
  └─ 20240206051948_add_teams_templates/
    └─ migration.sql
  └─ 20240206111230_add_document_meta_redirect_url/
    └─ migration.sql
  └─ 20240206131417_add_user_webhooks/
    └─ migration.sql
  └─ 20240208135802_make_expiry_date_optional_api_tokens/
    └─ migration.sql
  └─ 20240209023519_add_document_audit_logs/
    └─ migration.sql
  └─ 20240220115435_add_public_profile_url_bio/
    └─ migration.sql
  └─ 20240221055920_support_team_tokens/
    └─ migration.sql
  └─ 20240222183156_display_banner/
    └─ migration.sql
  └─ 20240222183231_banner_show/
    └─ migration.sql
  └─ 20240222185936_remove_custom/
    └─ migration.sql
  └─ 20240222230527_change_banner_to_site_settings_model/
    └─ migration.sql
  └─ 20240222230604_add_site_banner_to_site_settings/
    └─ migration.sql
  └─ 20240224085633_extend_webhook_trigger_events/
    └─ migration.sql
  └─ 20240226035048_add_recipient_referential_action_for_fields/
    └─ migration.sql
  └─ 20240227003622_migrate_to_cuids_for_webhooks/
    └─ migration.sql
  └─ 20240227015420_add_webhook_call_table/
    └─ migration.sql
  └─ 20240227023747_add_team_webhooks/
    └─ migration.sql
  └─ 20240227031228_add_event_to_webhook_call_model/
    └─ migration.sql
  └─ 20240227111633_rework_user_profiles/
    └─ migration.sql
  └─ 20240306060259_add_passkeys/
    └─ migration.sql
  └─ 20240311113243_add_document_auth/
    └─ migration.sql
  └─ 20240327074701_add_secondary_verification_id/
    └─ migration.sql
  └─ 20240408083413_add_form_values_column/
    └─ migration.sql
  └─ 20240408142543_add_recipient_document_delete/
    └─ migration.sql
  └─ 20240418140819_remove_impossible_field_optional_states/
    └─ migration.sql
  └─ 20240424072655_update_foreign_key_constraints/
    └─ migration.sql

Your database is now in sync with your schema.

✔ Generated Prisma Client (v5.4.2) to ./../../node_modules/@prisma/client in 433ms



> prisma:seed
> npm run with:env -- npm run prisma:seed -w @documenso/prisma


> with:env
> dotenv -e .env -e .env.local -- npm run prisma:seed -w @documenso/prisma


> @documenso/prisma@1.0.0 prisma:seed
> prisma db seed

Running seed command `ts-node --transpileOnly --project ./tsconfig.seed.json ./seed-database.ts` ...
[SEEDING]: initial-seed.ts
Database seeded

🌱  The seed command has been executed.
┌─────────────────────────────────────────────────────────┐
│  Update available 5.4.2 -> 5.14.0                       │
│  Run the following to update                            │
│    npm i --save-dev prisma@latest                       │
│    npm i @prisma/client@latest                          │
└─────────────────────────────────────────────────────────┘

> dev
> turbo run dev --filter=@documenso/web --filter=@documenso/marketing

Turborepo did not find the correct binary for your platform.
We will attempt to install it now.
Installation has succeeded.
• Packages in scope: @documenso/marketing, @documenso/web
• Running dev in 2 packages
• Remote caching disabled
@documenso/marketing:dev: cache bypass, force executing 8e2b04584367b8ee
@documenso/web:dev: cache bypass, force executing 62825fff83b7cfc4
@documenso/marketing:dev: 
@documenso/marketing:dev: > @documenso/marketing@1.2.3 dev
@documenso/marketing:dev: > next dev -p 3001
@documenso/marketing:dev: 
@documenso/web:dev: 
@documenso/web:dev: > @documenso/web@1.2.3 dev
@documenso/web:dev: > next dev -p 3000
@documenso/web:dev: 
@documenso/web:dev:    ▲ Next.js 14.0.3
@documenso/web:dev:    - Local:        http://localhost:3000
@documenso/web:dev:    - Experiments (use at your own risk):
@documenso/web:dev:      · outputFileTracingRoot
@documenso/web:dev: 
@documenso/marketing:dev:    ▲ Next.js 14.0.3
@documenso/marketing:dev:    - Local:        http://localhost:3001
@documenso/marketing:dev:    - Experiments (use at your own risk):
@documenso/marketing:dev:      · outputFileTracingRoot
@documenso/marketing:dev: 
@documenso/web:dev: Attention: Next.js now collects completely anonymous telemetry regarding usage.
@documenso/web:dev: This information is used to shape Next.js' roadmap and prioritize features.
@documenso/web:dev: You can learn more, including how to opt-out if you'd not like to participate in this anonymous program, by visiting the following URL:
@documenso/web:dev: https://nextjs.org/telemetry
@documenso/web:dev: 
@documenso/web:dev:  ✓ Ready in 1868ms
@documenso/marketing:dev: Contentlayer config change detected. Updating type definitions and data...
@documenso/marketing:dev:  ✓ Ready in 2.9s
@documenso/marketing:dev:  ○ Compiling / ...
@documenso/marketing:dev: Generated 28 documents in .contentlayer
@documenso/marketing:dev: Browserslist: caniuse-lite is outdated. Please run:
@documenso/marketing:dev:   npx update-browserslist-db@latest
@documenso/marketing:dev:   Why you should do it regularly: https://github.com/browserslist/update-db#readme
@documenso/marketing:dev:  ✓ Compiled / in 10.8s (2046 modules)
@documenso/web:dev:  ○ Compiling /src/middleware ...
@documenso/web:dev:  ✓ Compiled /src/middleware in 973ms (257 modules)
@documenso/web:dev:  ○ Compiling /documents ...
@documenso/web:dev: Browserslist: caniuse-lite is outdated. Please run:
@documenso/web:dev:   npx update-browserslist-db@latest
@documenso/web:dev:   Why you should do it regularly: https://github.com/browserslist/update-db#readme
@documenso/web:dev:  ✓ Compiled /documents in 17.7s (4376 modules)
@documenso/web:dev: *********************************************************************
@documenso/web:dev: *
@documenso/web:dev: *
@documenso/web:dev: Please change the encryption key from the default value of "CAFEBABE"
@documenso/web:dev: *
@documenso/web:dev: *
@documenso/web:dev: *********************************************************************
@documenso/web:dev:  ○ Compiling /signin ...
@documenso/web:dev:  ✓ Compiled /signin in 10.3s (4380 modules)
@documenso/web:dev: *********************************************************************
@documenso/web:dev: *
@documenso/web:dev: *
@documenso/web:dev: Please change the encryption key from the default value of "CAFEBABE"
@documenso/web:dev: *
@documenso/web:dev: *
@documenso/web:dev: *********************************************************************

```
2024-05-23 10:06:11 +07:00
babdbccbd3 chore: change default sender name to match prod (#1161)
change the default sender to sth. nicer
2024-05-22 19:19:29 +07:00
3e634fd975 chore: update docker compose command (#1159) 2024-05-22 19:15:31 +07:00
4c0b772fc9 fix: rewrite form flattening handler
Previously we used the form flattening method from PDF-Lib
but unfortunately when it encountered orphaned form items
or other PDF oddities it would throw an error.

Because of this certain documents would fail to seal and
be stuck in a pending state with no recourse available.
This change rewrites the form flattening handler to be
more lenient when coming across the unknown opting to skip
items it can't handle rather than abort.
2024-05-22 21:58:30 +10:00
72d0a1b69c chore: custom tooltip 2024-05-21 22:53:31 +00:00
39e7eb0568 fix: remove cummulative 2024-05-21 22:45:32 +00:00
24b228acf7 feat: show time in documents table (#1123)
---
name: Pull Request
about: Submit changes to the project for review and inclusion
---

## Description

Display time in 12h format in the documents table.
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->

## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
Fixes #1077 
## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Use DateTime.DATETIME_SHORT
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested time in different timezone.
- Ran tests in web and mobile browser

1. Login 
2. Add a document
3. Verify that you see date and time in 12h format as per your locale.

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

- [x] I have tested these changes locally and they work as expected.
- [x] I have added/updated tests that prove the effectiveness of these
changes.
- [x] I have 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
<img width="1512" alt="Screenshot 2024-04-29 at 04 21 53"
src="https://github.com/documenso/documenso/assets/29673073/778155d4-a920-40bd-acdc-7451c9c5d4b7">


<img width="300" alt="Screenshot 2024-04-29 at 04 22 18"
src="https://github.com/documenso/documenso/assets/29673073/3471de0f-f426-4ea1-be1e-220462aff9e4">
2024-05-21 14:14:11 +02:00
c1449e01b1 chore: remove cummulative for clarity 2024-05-21 14:07:27 +02:00
7da5535667 chore: grammarly 2024-05-21 13:04:48 +02:00
95a94d4fc1 chore: use single chart graphs 2024-05-21 09:28:23 +00:00
e072e270f8 Merge branch 'main' into show-time 2024-05-21 14:19:27 +05:30
d37edc4351 fix: syntax in production compose.yml (#1143) 2024-05-20 12:51:56 +10:00
09ead88d74 feat: sunsetting early adopters blog article 2024-05-17 11:59:25 +02:00
6f9906164d chore: save text 2024-05-16 19:14:52 +02:00
fb8ab9719b chore: ex ea customer label on open page 2024-05-16 18:58:37 +02:00
9f9c0c10e9 chore: remove the plan, it's cleaner 2024-05-16 18:41:33 +02:00
f8b51a7ac2 chore: add teams pricing and move enterprise cta 2024-05-16 18:39:40 +02:00
a877c64aca Merge branch 'main' into show-time 2024-05-12 21:07:15 +05:30
2f86bb523b feat: add template enhancements (#1154)
## Description

General enhancements for templates.

## Changes Made

Added the following changes to the template flow:
- Allow adding document meta settings
- Allow adding email settings
- Allow adding document access & action authentication
- Allow adding recipient action authentication
- Save the state between template steps similar to how it works for
documents

Other changes:
- Extract common fields between document and template flows
- Remove the title field from "Use template" since we now have it as
part of the template flow
- Add new API endpoint for generating templates

## Testing Performed

Added E2E tests for templates and creating documents from templates
2024-05-10 19:45:19 +07:00
788933b75d Merge branch 'main' into show-time 2024-05-08 19:18:24 +05:30
bbcbc56e70 feat: 12h format 2024-05-08 19:17:47 +05:30
8f9c07aa8e chore: updated triage label (#1152)
Description:

This PR updates the triage label for new issues
2024-05-08 17:56:23 +05:30
cc4efddabf chore: updated triage label 2024-05-08 17:03:57 +05:30
98672560ca chore: update self signer logic
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-05-08 17:02:01 +05:30
6f6ed05569 Merge branch 'feat/start-selfSign' of https://github.com/documenso/documenso into feat/start-selfSign 2024-05-08 15:35:43 +05:30
5e3f55c616 Merge branch 'main' of https://github.com/documenso/documenso into feat/start-selfSign 2024-05-08 15:34:18 +05:30
968b116012 Merge branch 'main' into show-time 2024-05-08 15:27:30 +05:30
2ba0f48c61 fix: unauthorized access error api tokens page team (#1134) 2024-05-08 12:03:21 +07:00
5d5d0210fa chore: update github actions (#1085)
**Description:**

This PR updates and adds a new action to assign `status: assigned` label

---------

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-05-08 11:52:26 +07:00
e50ccca766 fix: allow template recipients to be filled (#1148)
## Description

Update the template flow to allow for entering recipient placeholder
emails and names

## Changes Made

- General refactoring
- Added advanced recipient settings for future usage
2024-05-07 17:22:24 +07:00
f363dee761 fix: downloaded files should have _signed 2024-05-07 10:19:09 +00:00
50b57d5aa5 fix: minor changes based on review 2024-05-07 09:35:59 +00:00
d7a3c40050 feat: add general template enhancements (#1147)
## Description

Refactor the "use template" flow

## Changes Made

- Add placeholders for recipients
- Add audit log when document is created
- Trigger DOCUMENT_CREATED webhook when document is created
- Remove role field when using template
- Remove flaky logic when associating template recipients with form
recipients
- Refactor to use `Form` 

### Using template when document has no recipients

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/a8494ac9-0397-4e3b-a0cf-818c8454a55c">

### Using template with recipients 

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/54d949fc-ed6a-4318-bfd6-6a3179896ba9">

### Using template with the send option selected

<img width="529" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/541b2664-0540-43e9-83dd-e040a45a44ea">
2024-05-07 15:04:12 +07:00
dc11676d28 fix: profile claim name length (#1144)
fixes the caim name length on the profile claim popup
2024-05-07 14:42:16 +07:00
e8d4fe46e5 fix: custom email message for self-signers (#1120) 2024-05-06 09:22:50 +03:00
55d8afe870 Merge branch 'main' into feat/start-selfSign 2024-05-06 11:37:16 +05:30
64e3e2c64b fix: disable encrypted pdfs (#1130)
## Description

Currently if you complete a pending encrypted document, it will prevent
the document from being sealed due to the systems inability to decrypt
it.

This PR disables uploading any documents that cannot be loaded as a
temporary measure.

**Note**
This is a client side only check

## Changes Made

- Disable uploading documents that cannot be parsed
- Refactor putFile to putDocumentFile
- Add a flag as a backup incase something goes wrong
2024-05-03 22:25:24 +07:00
e4620efa4a fix syntax in production compose.yml 2024-05-03 14:48:39 +02:00
84bbcea7bb Merge branch 'main' into show-time 2024-05-03 12:29:23 +05:30
15dee5ef35 fix: enforce users to have stripe account (#1131)
## Description

Currently users who sign in via Google SSO do not get assigned a Stripe
customer account.

This enforces the Stripe customer requirement on sign in.

There might be a better place to put this so it's open to any
suggestions.
2024-05-01 16:48:05 +10:00
28d6f6e2e8 fix: improve sealing process (#1133)
## Description

Improves the sealing process by being strict on how long certificate
generation can take, opting to fail generation and continue sealing.

Also changes the ordering of sealing so an error in the process won't
also cause a document to be "COMPLETED" since it hasn't been
cryptographically sealed yet.

The downside to this change is that documents that fail during sealing
will require manual intervention as a signer or owner won't be able to
*complete* the document.

## Testing Performed

- Modified code to force specific failure modes to occur and verified
that documents were either gracefully sealed without a certificate or
not sealed and not completed.
2024-05-01 16:47:11 +10:00
78dc57a6eb fix: improvements from review 2024-05-01 16:16:04 +10:00
d3528f74f0 fix: improve sealing process
Improves the sealing process by being strict on how
long certificate generation can take, opting to fail
generation and continue sealing.

Also changes the ordering of sealing so an error in the
process won't also cause a document to be "COMPLETED"
since it hasn't been cryptographically sealed yet.

The downside to this change is that documents that fail
during sealing will require manual intervention as a signer
or owner won't be able to *complete* the document.
2024-05-01 14:18:01 +10:00
dbd452be97 fix: delete pending documents (#1118)
## Description

Currently deleting a pending document where you are a recipient off will
delete the document, but will also throw an error.

This is due to the recipient being updated after the document deleted,
which is only supposed to happen for completed documents.
2024-04-30 20:53:18 +07:00
5109bb17d6 chore: fix button styling (#1132)
**Description:**

This PR fixes the button styling issue

**Before:**


![image](https://github.com/documenso/documenso/assets/23498248/0af045aa-3714-48d8-9c22-6cd171b07079)

**After:**

<img width="1280" alt="Screenshot 2024-04-30 at 6 48 47 PM"
src="https://github.com/documenso/documenso/assets/23498248/e7dd99de-60fc-4cc2-aefc-21b130aa0116">
2024-04-30 18:57:29 +05:30
6974a76ed4 chore: fix button styling 2024-04-30 18:47:49 +05:30
5efb0894e6 chore: updated dark mode text (#1129)
Description:

This PR updates the dark mode text for this article,
https://app.documenso.com/articles/signature-disclosure
2024-04-30 17:14:28 +05:30
cfec366c1a fix: refactor 2024-04-30 15:54:24 +07:00
8622e68853 fix: add logging 2024-04-30 15:50:22 +07:00
6df525b670 feat: updated signer logic
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-04-30 12:05:42 +05:30
0e16a86e74 chore: updated dark mode text 2024-04-30 11:55:01 +05:30
dca4b8eaec Merge branch 'main' into show-time 2024-04-30 09:31:42 +05:30
db9e605031 chore: fix lint issues
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-04-30 01:32:58 +05:30
97d334a1da fix: force users to have a Stripe customer on sign in 2024-04-29 20:15:40 +07:00
bde0f5893f feat: update add self signer logic 2024-04-29 17:49:50 +05:30
6b5750c7bf chore: revert previous changes 2024-04-29 17:48:00 +05:30
917c83fc5f chore: refactor removal logic 2024-04-29 17:30:01 +05:30
e82e402540 feat: remove the existing empty signer if its the only one 2024-04-29 17:10:56 +05:30
345e42537a fix: include all document meta when using the public api 2024-04-29 12:42:22 +10:00
80c03fcf3f feat: show time in documents table 2024-04-29 04:28:13 +05:30
c98c1b9467 added teams url under a team name in teams section 2024-04-28 19:35:57 +05:30
8a24ca2065 fix: complete document when all recipients are CC (#1113)
## Description

Automatically marks the document as completed if all the recipients are
CC.

## Changes Made

Added an if statement in the last form step (`onAddSubjectFormSubmit`)
that checks if all the recipients are CC. If so, the document status is
updated to `COMPLETED`.

## Testing Performed

Tested the changes and they work as expected.

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

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


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

## Summary by CodeRabbit

- **New Features**
- Enhanced document sending logic to update document status based on
recipient roles.

- **Bug Fixes**
- Removed redundant form submission handling in the document editing
feature.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-27 21:39:25 +10:00
06dd8219a5 fix: increase trpc max duration (#1121)
## Description

Increase the max duration of the TRPC API endpoint to 120 seconds.
2024-04-27 21:38:21 +10:00
74b9bc786b fix: extend 2024-04-27 18:29:52 +07:00
364c499927 fix: increase trpc max duration 2024-04-27 15:21:46 +07:00
b0ce06f6fe Merge branch 'main' into fix/doc-status-cc-role 2024-04-26 17:17:07 +07:00
20edee7f1a fix: ssr feature flags (#1119)
## Description

Feature flags are broken on SSR due to this error

```
TypeError: fetch failed
    at Object.fetch (node:internal/deps/undici/undici:11731:11)
    at process.processTicksAndRejections (node:internal/process/task_queues:95:5) {
  cause: RequestContentLengthMismatchError: Request body length does not match content-length header
      at write (node:internal/deps/undici/undici:8590:41)
      at _resume (node:internal/deps/undici/undici:8563:33)
      at resume (node:internal/deps/undici/undici:8459:7)
      at [dispatch] (node:internal/deps/undici/undici:7704:11)
      at Client.Intercept (node:internal/deps/undici/undici:7377:20)
      at Client.dispatch (node:internal/deps/undici/undici:6023:44)
      at [dispatch] (node:internal/deps/undici/undici:6254:32)
      at Pool.dispatch (node:internal/deps/undici/undici:6023:44)
      at [dispatch] (node:internal/deps/undici/undici:9343:27)
      at Agent.Intercept (node:internal/deps/undici/undici:7377:20) {
    code: 'UND_ERR_REQ_CONTENT_LENGTH_MISMATCH'
  }
}
```

I've removed content-length header since it isn't mandatory to my
knowledge for get requests.

## Changes

- Add fallback local flags when individual flag request fails
- Add error logging
- Remove `content-length` from headers being passed to Posthog
2024-04-26 16:01:09 +07:00
9bc5818d19 fix: use cdp and upgrade playwright again (#1117)
## Description

Upgrade playwright once again and use CDP for remote connections to
avoid version lock-in with `playwright.connect`

Resolves the issue where all CI is failing currently due to downgrading
playwright.
2024-04-26 15:56:55 +10:00
481d739c37 chore: update package-lock 2024-04-26 13:25:16 +10:00
88dedc9829 fix: use cdp and upgrade playwright again 2024-04-26 13:18:31 +10:00
4080806606 fix: minor updates 2024-04-26 02:17:56 +00:00
e949fb14ae fix: hide team webhooks from users (#1116)
## Description

Currently if you create a team webhook, you can see it in your personal
webhooks.

However, interacting with them will throw errors because there is server
side logic preventing any interaction with them since they are outside
of the correct context.

So the solution is to either:
- Allow the user to edit the team webhooks that they created on their
personal webhooks page
- Hide team webhooks for personal webhooks pages

This PR goes with the second option, but is open to suggestions.
2024-04-26 11:14:52 +10:00
e1573465f6 fix: hide team webhooks from users 2024-04-25 23:32:59 +07:00
0062359977 feat: add visible completed fields (#1109)
## Description

Added the ability for recipients to see fields from other recipients who
have completed the document when they are signing the document

Added the ability for the document owner to see fields from recipients
who have completed the field on the document page view (only visible
when the document is pending)


## 🚨🚨 Migrations🚨🚨

- Drop all `Fields` that do not have a `Recipient` set (not sure how it
was possible in the first place)
- Remove optional `Recipient` field on `Field` which doesn't make sense 

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

## Summary by CodeRabbit

- **New Features**
- Enhanced document viewing by adding read-only fields based on document
status.
- Improved signing page by fetching and displaying completed fields for
tokens.
- Updated avatar component to show recipient status with tooltips for
better user interaction.

- **Bug Fixes**
- Made `recipientId` a required field in the database to ensure data
consistency.

- **Refactor**
- Optimized popover functionality in UI components for better
performance and user experience.

- **Documentation**
- Added detailed component and function descriptions for new features in
the system.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-25 20:53:13 +10:00
03727bfad2 fix: disable cert download (#1114)
## Description

Disable the document certificate download button when the document is
not complete

## Changes Made

- Disable UI button
- Disable TRPC API endpoint

## Testing Performed

Tested locally for pending, draft and completed documents
2024-04-25 20:43:52 +10:00
c4a680caf7 fix: hide account action reauth (#1115)
## Description

Hide the account reauth option

<img width="527" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/ee2169c7-856b-41ae-b756-43f15c2e8f69">

<img width="527" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/42ecc50a-2a7d-461b-9994-1af8f4a147ed">
2024-04-25 20:42:39 +10:00
1e33bc2aa3 Merge branch 'main' into fix/doc-status-cc-role 2024-04-24 20:30:10 +07:00
4de122f814 fix: hide account action reauth 2024-04-24 20:07:38 +07:00
e4cf9c8251 fix: add server logic 2024-04-24 19:51:18 +07:00
41ed6c9ad7 fix: disable cert download when document not complete 2024-04-24 19:49:10 +07:00
713cd09a06 fix: downgrade playwright 2024-04-24 19:07:18 +10:00
87423e240a chore: update foreign key constraints 2024-04-24 17:32:11 +10:00
d7959950e2 fix: edit-document line 2024-04-24 09:41:34 +03:00
bb43547a45 fix: complete document when all recipients are CC 2024-04-24 09:39:47 +03:00
3fb69422e8 Merge branch 'main' into fix/doc-status-cc-role 2024-04-23 14:26:37 +03:00
4d5365bddc fix: complete document when all recipients are CC 2024-04-23 14:24:58 +03:00
9298213177 chore: added filename extension check (#1106)
**Description:**

This PR adds a check for filename title and if the title ends with
`.pdf` then the extension isnt added or else its added

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


- **Bug Fixes**
- Enhanced email attachment handling to ensure PDF files are correctly
identified with a ".pdf" extension.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-23 15:04:38 +05:30
0eee570781 fix: complete document when all recipients are CC 2024-04-23 12:33:40 +03:00
afaeba9739 fix: resize fields 2024-04-22 13:31:49 +07:00
4b90adde6b feat: download completed docs via api (#1078)
## Description

Allow users to download a completed document via API.

## Testing Performed

Tested the code locally by trying to download both draft and completed
docs. Works as expected.

## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.


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

- **New Features**
- Implemented functionality to download signed documents directly from
the app.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-19 18:04:11 +07:00
f6e6dac46c fix: update migration to drop invalid fields 2024-04-19 17:58:32 +07:00
a97ffa97a4 Merge branch 'main' into feat/visible-fields 2024-04-19 17:54:32 +07:00
fceb0eaac9 feat: update emails for self-signer (#1108)
## Description

Updated the email content based on whether the document owner is a
recipient or not.

If the document owner is a recipient (self-signer):
* the email subject will be `Please view/sign/approve your document`
* the email header will be `Please view/sign/approve your document
"<your-doc-title>"`
* the email content will be `You have initiated the document
"<your-doc-title>" that requires you to view/sign/approve it.`

Otherwise:
* the email subject will be `Please view/sign/approve this document`
* the email header will be `<doc-owner> has invited you to
view/sign/approve "<doc-title>"`
* the email content will be `<doc-owner> has invited you to
view/sign/approve the document "<doc-title>".`


## Related Issue

Related to #1091 

## Testing Performed

Tested the feature with a different number of recipients (including and
excluding the document owner - self-signer). Tested both the sending and
resending functionality.

## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.

## UI Screenshots

![CleanShot 2024-04-18 at 12 26
11@2x](https://github.com/documenso/documenso/assets/25515812/ca80f625-befb-4cbc-a541-f2186379d2e8)
![CleanShot 2024-04-18 at 12 27
40@2x](https://github.com/documenso/documenso/assets/25515812/8bcbb6fc-ba98-4fa1-8538-2d062febd27b)
![CleanShot 2024-04-18 at 12 27
53@2x](https://github.com/documenso/documenso/assets/25515812/25d77d98-b5ec-4270-8ffa-43774fe70526)
![CleanShot 2024-04-18 at 12 30
00@2x](https://github.com/documenso/documenso/assets/25515812/a90bb8e3-3ea8-42ff-9971-559b3e81ae6f)


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

## Summary by CodeRabbit

- **New Features**
- Enhanced the document invitation components to support scenarios where
the recipient is also the sender, providing customized email content and
subject lines.
- Introduced new properties in email templates to improve clarity and
relevance based on the user's role in the document signing process.

- **Refactor**
- Updated components to use a more flexible `headerContent` property for
displaying invitation headers, replacing previous individual inviter
details.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-19 17:45:33 +07:00
bd40e63392 fix: update document deletion logic (#1100) 2024-04-19 17:37:38 +07:00
6e09a4700b fix: prevent signing draft documents (#1111)
## Description

Currently users can sign and complete draft documents, which will result
in a completed document in an invalid state.

## Changes Made

- Prevent recipients from inserting or uninserting fields for draft
documents
- Prevent recipients from completing draft documents 
- Remove ability to copy signing tokens unless document is pending

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

- **New Features**
- Enhanced document status visibility and control across various
components in the application. Users can now see and interact with
document statuses more dynamically in views like `DocumentPageView`,
`DocumentEditPageView`, and `DocumentsDataTable`.
- Improved document signing process with updated status checks, ensuring
actions like signing, completing, and removing fields are only available
under appropriate document statuses.

- **Bug Fixes**
- Adjusted document status validation logic in server-side operations to
prevent actions on incorrectly stated documents, enhancing the overall
security and functionality of document processing.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-19 16:17:32 +07:00
6526377f1b feat: add visible completed fields 2024-04-18 21:56:31 +07:00
f8ddb0f922 chore: update filename for bulk recipients 2024-04-18 18:12:08 +05:30
96e4797cdd Merge branch 'main' into chore/pdf-extension 2024-04-18 18:02:58 +05:30
3d3c53db02 feat: add extra info for recipient roles (#1105)
## Description

Add additional information for each role to help document owners
understand what each role involves.

## Changes Made

![CleanShot 2024-04-16 at 10 24
19](https://github.com/documenso/documenso/assets/25515812/bac6cd7d-fbe2-4987-ac17-de08db882eda)
![CleanShot 2024-04-16 at 10 24
27](https://github.com/documenso/documenso/assets/25515812/1bd23021-e971-451a-8e36-df5db57687f7)
![CleanShot 2024-04-16 at 10 24
35](https://github.com/documenso/documenso/assets/25515812/e658e86e-7fa1-4a40-9ed9-317964388e61)

## Testing Performed

Tested the changes locally.

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

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


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

- **New Features**
- Updated recipient role terminology and added tooltips in the
`AddSignersFormPartial` component:
		- "Signer" changed to "Needs to sign" with tooltip
		- "Receives copy" changed to "Needs to approve" with tooltip
		- "Approver" changed to "Needs to view" with tooltip
		- "Viewer" changed to "Receives copy" with tooltip
- Enhanced select dropdown options with icons and tooltips for different
recipient roles in the `AddTemplatePlaceholderRecipients` component.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Timur Ercan <timur.ercan31@gmail.com>
2024-04-17 19:36:54 +07:00
8fe67e167c fix: duplicate templates (#1104)
## Description

Fix the issue where duplicate templates can be created

## Changes Made

- Prevent duplicate templates by correctly disabling elements
- Clear the PDF when the form is reset
- General UI changes to new template dialog for consistency
- Add description for new template dialog
- Add close button for new template dialog

## Testing Performed

Manual testing

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] I have followed the project's coding style guidelines.

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

## Summary by CodeRabbit

- **New Features**
- Introduced new components in the template creation dialog for better
usability: `DialogClose`, `DialogDescription`, and `DialogFooter`.
	- Enhanced file upload handling and display.
- Added a cancel button and a create template button to the dialog
footer for improved navigation.

- **Refactor**
- Updated the dialog content and form layout for a more intuitive user
experience.
	- Refactored form structure and labels for clarity.

- **Removed Features**
	- Removed the `Label` component from the dialog.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-17 19:13:54 +07:00
18b39eb538 chore: fix text padding (#1107)
**Description:**

This PR fixes the text padding 

**Before:**

<img width="639" alt="Screenshot 2024-04-17 at 4 10 51 AM"
src="https://github.com/documenso/documenso/assets/23498248/a46fdb12-4ec6-4084-af3a-ae794e535e6f">

**After:**

<img width="680" alt="Screenshot 2024-04-17 at 4 09 44 AM"
src="https://github.com/documenso/documenso/assets/23498248/0b9c6e8c-4116-4bde-a19d-f907fb93ad5d">


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

## Summary by CodeRabbit

- **Style**
- Improved the layout by adding top margin to the message display on the
signing completion page.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-17 12:39:35 +02:00
3bc9b5ada0 chore: fix text padding 2024-04-17 04:08:41 +05:30
1126fe4bff chore: added filename extension check 2024-04-17 03:52:59 +05:30
db9899d293 fix: duplicate modal instances from hotkey activation (#1058)
## Description
Currently, when the command menu is opened using the Command+K hotkey,
two modals are getting rendered.
This is because the modals are mounted in two components: header and
desktop-nav. Upon triggering the hotkey, both modals are rendered.

## Related Issue
#1032 

## Changes Made
The changes I made are in the desktop nav component. If the desktop nav
receives the command menu state value and the state setter function, it
will trigger only that. If not, it will trigger the state setter that is
defined in the desktop nav. This way, we are preventing the modal from
mounting two times.

## Testing Performed
- Tested behaviour of command menu in the portal
- Tested on browsers chrome, arc, safari, chrome, firefox

## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.



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

## Summary by CodeRabbit

- **New Features**
- Enhanced the navigation experience by integrating command menu state
management directly within the `DesktopNav` component, allowing for
smoother interactions and control.
- **Refactor**
- Simplified the handling of the command menu by removing the
`CommandMenu` component and managing its functionality within
`DesktopNav`.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-04-16 19:42:28 +07:00
0eeccfd643 feat: add myself as signer (#1091)
## Description

This PR introduces the ability to add oneself as a signer by simply
clicking a button, rather than filling the details manually.

### "Add Myself" in the document creation flow


https://github.com/documenso/documenso/assets/25515812/0de762e3-563a-491f-a742-9078bf1d627d

### "Add Myself" in the document template creation flow


https://github.com/documenso/documenso/assets/25515812/775bae01-3f5a-4b24-abbf-a47b14ec594a


## Related Issue

Addresses
[#113](https://github.com/documenso/backlog-internal/issues/113)

## Changes Made

Added a new button that grabs the details of the logged-in user and
fills the fields *(email, name, and role)* automatically when clicked.

## Testing Performed

Tested the changes locally through the UI.

## 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.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.



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

- **New Features**
- Introduced the ability for users to add themselves as signers within
documents seamlessly.
- **Enhancements**
- Improved form handling logic to accommodate new self-signer
functionality.
- Enhanced user interface elements to support the addition of self as a
signer, including a new "Add myself" button and disabling input fields
during the process.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-16 15:18:06 +07:00
aa4b6f1723 feat: updated mobile header (#1004)
**Description:**

- Updated mobile header with respect to latest designs 

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

- **New Features**
- Added a new `showText` property to the `MenuSwitcher` component to
control text visibility.
- Added a `textSectionClassName` property to the `AvatarWithText`
component for conditional text section styling.
- Updated the `CommandDialog` and `DialogContent` components with new
positioning and styling properties.

- **Style Updates**
- Adjusted text size responsiveness in the `Hero` component for various
screen sizes.
- Modified text truncation and input styling in the `Widget` component.
- Changed the width of the `SheetContent` element in `MobileNavigation`
and adjusted footer layout.

- **Documentation**
  - Added instructions for certificate placement in `SIGNING.md`.

- **Refactor**
- Standardized type imports across various components and utilities for
improved type checking.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Signed-off-by: Adithya Krishna <adithya@documenso.com>
Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-04-15 15:52:34 +07:00
c8a09099a3 fix: mask recipient token (#1051)
The searchDocuments function is used for the shortcuts commands, afaik.
The function returns the documents that match the user query (if any),
alongside all their recipients.

The reason for that is so it can build the path for the document. E.g.
if you're the document owner, the document path will be
`..../documents/{id}`. But if you're a signer for example, the document
path (link) will be `..../sign/{token}`.

So instead of doing that on the frontend, I moved it to the backend.

At least that's what I understood. If I'm wrong, please correct me.

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

## Summary by CodeRabbit

- **New Features**
- Enhanced the `CommandMenu` component to simplify search result
generation and improve document link management based on user roles.
- **Refactor**
- Updated document search logic to include recipient token masking and
refined document mapping.
- **Style**
	- Minor formatting improvement in document routing code.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-04-15 14:29:56 +07:00
0f87dc047b fix: swagger documentation authentication (#1037)
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit


- **Refactor**
- Enhanced the API specification generation process to include operation
IDs, security schemes, and security definitions more efficiently.


<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2024-04-15 14:27:46 +07:00
788c6269a2 fix: signup page oidc function 2024-04-13 21:16:39 -04:00
bd4a1c4c09 fix: update .env.example 2024-04-13 21:06:24 -04:00
e0440fd8a2 feat: add oidc support 2024-04-13 20:46:08 -04:00
80c758fb62 chore: audit log menu item label (#1102) 2024-04-12 20:37:08 +07:00
7705dbae0c feat: add document log page link (#1099)
## Description

Adds a link from the document page view to the document page log view

<img width="289" alt="image"
src="https://github.com/documenso/documenso/assets/20962767/335af85a-26c3-4849-a54e-25eb62373574">
2024-04-11 15:04:36 +07:00
8b58f10cbe feat: add cta on complete page (#1028)
![CleanShot 2024-03-18 at 11 45
40](https://github.com/documenso/documenso/assets/25515812/ae3b88de-359d-4019-866a-a76097bbb0fe)
![CleanShot 2024-03-18 at 11 46
25](https://github.com/documenso/documenso/assets/25515812/b5ff7078-623e-476c-8800-17d14bc8efa9)


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

## Summary by CodeRabbit

- **New Features**
- Introduced a "Claim Account" feature allowing new users to sign up by
providing their name, email, and password.
- Enhanced user experience for both logged-in and non-logged-in users
with improved UI/UX and additional functionality.

- **Enhancements**
- Implemented form validation and error handling for a smoother sign-up
process.
	- Integrated analytics to track user actions during account claiming.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

---------

Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-04-11 10:09:04 +03:00
fe1f0e6a76 fix: remove status widget for now (#1098)
- removing widget since stability fix seems somehow worse in prod
2024-04-10 18:25:56 +02:00
a82975fd78 chore: keep import until fix or complete remove 2024-04-10 18:24:32 +02:00
a4967f19e8 fix: remove status widget for now 2024-04-10 18:22:46 +02:00
a311869c9b fix: status widget rerendering (#1097)
---
name: Pull Request
about: Submit changes to the project for review and inclusion
---

## Description

Should fix the rerendering of the status widget 
## Related Issue

<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->

## Changes Made

<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->

- Change 1
- Change 2
- ...

## Testing Performed

<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->

- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

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

## Additional Notes

<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
2024-04-10 17:52:20 +02:00
6f3cea52e8 fix: handle older cert data 2024-04-10 22:34:14 +07:00
732827f81d Merge branch 'main' into main 2024-04-10 17:32:32 +02:00
bfff1234bb fix: handle older cert data 2024-04-10 22:32:25 +07:00
93a149d637 fix: handle older cert data 2024-04-10 22:10:20 +07:00
f7ae3104ea fix: status widget rerendering 2024-04-10 17:05:22 +02:00
64870f22b9 feat: add certificate and audit log pdfs (#1092) 2024-04-10 20:42:21 +07:00
12e4bc918d fix: marketing header darkmode (#1096)
Co-authored-by: Adithya Krishna <aadithya794@gmail.com>
2024-04-10 16:30:11 +03:00
e36763a85d feat: update marketing banner (#1095)
![CleanShot 2024-04-10 at 15 51
27](https://github.com/documenso/documenso/assets/25515812/d2ad275c-4e68-42f2-8882-a20129c0b0bd)
2024-04-10 16:07:14 +03:00
0bc9c590a7 fix: use ts-match 2024-04-10 20:03:01 +07:00
4d4dfd3c5f fix: implement review feedback, resolve build errors 2024-04-10 17:39:16 +07:00
c9b4915fc8 fix: remove hardcoded ids 2024-04-10 15:30:04 +07:00
110f9bae12 feat: add certificate and audit log pdfs 2024-04-10 15:13:18 +07:00
6285ef2cc0 feat: building documenso part 2 (#1083)
- blog article "building documenso part 2"
2024-04-09 16:13:47 +02:00
e2987b3ef1 chore: phrasing, typos 2024-04-09 16:08:13 +02:00
d97ab04d57 Merge branch 'main' into feat/building-documenso-part-2 2024-04-09 15:56:39 +02:00
665c943d8f chore: grammarly 2024-04-09 15:54:57 +02:00
8fe6533ef5 fix: document audit log field security migration (#1081)
## Description

When document audit logs were first introduced, we by default set the
`fieldSecurity` to `NONE`

Now that document auth has been added, this is causing issues since we
do not use `NONE` to define field that has no migrations required, but
rather have the `fieldSecurity` field itself be undefined.

To keeps things consistent, this migration replaces `NONE` with
undefined.

There are a few ways to approach this:
- Run a prisma migration on the JSON
- Modify the data before we pass the data to the schema in
`parseDocumentAuditLogData`
- Use `NONE` instead of undefined

If anyone thinks there's a better way to do this, please drop a comment
🙇
2024-04-09 18:48:15 +07:00
fd170f095b chore: add @documenso/pdf-sign to the tech stack (#1084)
**Description:**

This PR adds the package to our tech stack

---------

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2024-04-09 18:47:14 +07:00
1400c335a5 fix: improve document loading ui consistency (#1082)
## Description

General UI updates

## Changes Made

- Add consistent spacing between document edit/view/log pages
- Add document status to document audit log page
- Update document loading page to reserve space for the document status
below the title
- Update the document audit log page to show full dates in the correct
locale
2024-04-09 11:31:53 +07:00
32348dd6f1 fix: pr review changes 2024-04-08 17:26:25 +00:00
03bf16522d feat: add prefilling pdf form fields via api (#1086)
## Description

Adds the ability to prefill native PDF form fields via the API using
either normal documents or templates.

Since we won't always know when a document is uploaded and has forms we
opt to do this on creation for templates and on sending the document to
recipients in all cases. This means that for a created document it can
look a little funky since the form fields are missing the data until the
document is sent.

This should be improved in a later change but since we've scoped this to
an API only workflow for now we are less concerned with the visual
issues.

## Related Issue

N/A

## Changes Made

- Added the `formValues` field the document model
- Added a new method for finding and filling form fields based on a `key
| value` pair
- Updated the API input shapes to take the new field.

## Testing Performed

- Have created and tested a document using the API both for creation and
usage with a template.
- Have verified that the fields display as expected either during
creation or sending depending on the document type.
2024-04-08 20:55:54 +07:00
627265f016 fix: return updated doc (#1089)
## Description

Fetch the updated version of the document after sealing it and return
it. Previously, the `document.documentData.data` wasn't up to date. Now
it is.

## Related Issue

Fixes #1088.

## Testing Performed

* Added console.logs in the code to make sure it returns the proper data
* Set up a webhook and tested that the webhook receives the updated data

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
2024-04-08 19:28:50 +07:00
08b693ff95 feat: add prefilling pdf form fields via api 2024-04-08 17:01:11 +07:00
97ce3530e0 Merge branch 'main' into feat/building-documenso-part-2 2024-04-06 10:45:34 +02:00
fdf4d03c14 fix: grid on mobile 2024-04-05 17:54:36 +00:00
7615c9d2fa feat: add chat to admin dashboard 2024-04-05 17:49:32 +00:00
33f3565715 feat: blog article building documenso part 2 2024-04-05 17:21:49 +02:00
950a697115 fix: description part 1 2024-04-05 17:21:29 +02:00
fc70f78e61 chore: add status widget (#1068)
![CleanShot 2024-03-29 at 11 16
30@2x](https://github.com/documenso/documenso/assets/55143799/aae94a4b-e12e-4ce5-b0ff-45f4fc8911ac)
![CleanShot 2024-03-29 at 11 16
23@2x](https://github.com/documenso/documenso/assets/55143799/fb60c159-78e1-40f9-b596-b1a43682f57a)
2024-04-05 14:43:22 +02:00
aa52316ee3 Merge branch 'main' into chore/status-widget-new 2024-04-05 12:03:16 +00:00
ea64ccae29 fix: unnecesary requests 2024-04-05 12:02:05 +00:00
b87154001a feat: Ability to send team invitation in bulk (#930)
fixes #923 



https://github.com/documenso/documenso/assets/81948346/9f7cf419-91ec-4f43-b2c7-6fd3d0c13bfe

---------

Co-authored-by: David Nguyen <davidngu28@gmail.com>
2024-04-04 23:30:39 +07:00
d4a7eb299e chore: add 2FA reauth docs (#1076)
## Description

Update the tooltips to show documentation for 2FA
2024-04-04 20:18:55 +07:00
2ef619226e chore: remove duplicate env vars (#1075)
**Description:**

The `.env.example` had duplicate keys so removed them in this PR

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-04-04 19:05:24 +07:00
02921e53de chore: trying to fix the issues 2024-04-04 10:51:41 +03:00
65c07032de fix: improve error log coverage (#1070)
## Description

Increase coverage of error logging in TRPC routes.
2024-04-04 11:12:06 +07:00
60c26a9f75 chore: finished converting to kysely 2024-04-03 14:53:40 +03:00
56c550c9d2 fix: refactor tests (#1066)
## Changes Made

- Refactor/optimise tests
- Reduce flakiness
- Add parallel tests (if there's enough CPU capacity)
- Removed explicit worker count when running parallel tests. Defaults to
50% of CPU capacity.

Might want to consider sharding the test across runners in the future as
our tests grows.
2024-04-03 16:13:35 +07:00
7f7e7da3af chore: format the final query data and return it 2024-04-03 11:23:19 +03:00
d1ffcb00f3 feat: add axiom web vitals (#1071)
## Description

Added support for Axiom web vitals

https://axiom.co/docs/apps/vercel#web-vitals
2024-04-03 14:32:34 +07:00
58481f66b8 fix: enforce 2FA for email password SSO linked accounts (#1072)
## Description

Fixed issue where accounts that were initially created via
email/password, then linked to an SSO account, can bypass the 2FA during
login if they use their email password.

## Testing Performed

Tested locally, and 2FA is now required for linked SSO accounts
2024-04-03 14:18:36 +07:00
484f603a6b chore: remove coming soon (#1074)
**Description:**

This PR removes the coming soon text from the connections bento card

---------

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>
2024-04-03 12:35:47 +07:00
82792864de chore: remove unintended console logs 2024-04-02 16:18:07 +03:00
409d8aa5a2 chore: almost done? 2024-04-02 16:13:03 +03:00
48a8f5fe07 chore: add disclosure 2024-04-02 14:16:36 +07:00
cbe6270494 feat: add passkey and 2FA document action auth options (#1065)
## Description

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

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

## Changes made

Note: Added secondaryId to the VerificationToken schema

## Testing Performed

Tested locally, pending preview tests

## Checklist

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

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

## Summary by CodeRabbit

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

<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-03-31 15:49:12 +08:00
b436331d7d fix: improve error log coverage 2024-03-30 14:00:34 +08:00
81ee582f1c fix: linting warnings (#1069)
## Description

Cleaned up code that was being highlighted in the dev tools
2024-03-30 13:43:28 +08:00
f520e0a7a6 chore: converting to kysely 2024-03-29 17:23:42 +02:00
81ab220f1e fix: wrap use with suspense
skill issue
2024-03-29 11:14:44 +00:00
cc60437dcd fix: correct slug 2024-03-29 10:20:09 +00:00
171b8008f8 chore: credit
Co-authored-by: mxkaske <maximilian@kaske.org>
2024-03-29 10:15:12 +00:00
5c00b82894 chore: add status widget 2024-03-29 10:10:35 +00:00
369357aadd fix: passkey login (#1067)
## Description

Fixed issue where passkeys do not work on https deployments.
2024-03-29 12:56:23 +07:00
117d9427c3 fix: passkey login 2024-03-28 19:06:19 +08:00
462e1348a8 chore: test queries 2024-03-28 12:02:51 +02:00
6b73899ecc chore: re-arrange stuff 2024-03-21 15:46:53 +02:00
fdbac9fc03 feat: update next-auth-options to use the kysely adapter 2024-03-21 15:07:05 +02:00
5e8d93f24b feat: add kysely for raw type-safe SQL queries 2024-03-20 15:42:17 +02:00
870de02efa Merge branch 'main' into reattach-pdf 2024-03-01 21:23:17 +05:30
a58a117056 Merge branch 'main' into reattach-pdf 2024-02-23 23:58:58 +05:30
918e9ddc0b chore: use token input on enable 2fa 2024-02-16 21:20:16 +00:00
94eee8b913 chore: change font family 2024-02-16 20:49:52 +00:00
345c4b8b14 feat: use pin-input on sign in 2024-02-15 16:00:13 +00:00
897f0dabde feat: 2fa pin input component 2024-02-15 14:21:40 +00:00
d5867ae8de Merge branch 'main' into reattach-pdf 2024-02-09 20:51:15 +05:30
5391dd91b0 Merge branch 'main' into reattach-pdf 2024-02-08 19:24:09 +05:30
4855882ae6 Update label render condition 2024-02-07 21:31:51 +05:30
c08768a330 Format code with prettier 2024-02-06 21:01:48 +05:30
37e9db6626 Remove document on go back click on step 1
Invoke onBackStep on "go back" click and conditionally render go back label
2024-02-06 00:40:53 +05:30
964 changed files with 82194 additions and 66325 deletions

48
.cursorrules Normal file
View 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

View File

@ -10,12 +10,25 @@ 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"
# This can be used to still allow signups for OIDC connections
# when signup is disabled via `NEXT_PUBLIC_DISABLE_SIGNUP`
NEXT_PRIVATE_OIDC_ALLOW_SIGNUP=""
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"
@ -40,16 +53,6 @@ NEXT_PRIVATE_SIGNING_GCLOUD_HSM_PUBLIC_CRT_FILE_CONTENTS=
# OPTIONAL: The path to the Google Cloud Credentials file to use for the gcloud-hsm signing transport.
NEXT_PRIVATE_SIGNING_GCLOUD_APPLICATION_CREDENTIALS_CONTENTS=
# [[SIGNING]]
# OPTIONAL: Defines the signing transport to use. Available options: local (default)
NEXT_PRIVATE_SIGNING_TRANSPORT="local"
# OPTIONAL: Defines the passphrase for the signing certificate.
NEXT_PRIVATE_SIGNING_PASSPHRASE=
# OPTIONAL: Defines the file contents for the signing certificate as a base64 encoded string.
NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS=
# OPTIONAL: Defines the file path for the signing certificate. defaults to ./example/cert.p12
NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=
# [[STORAGE]]
# OPTIONAL: Defines the storage transport to use. Available options: database (default) | s3
NEXT_PUBLIC_UPLOAD_TRANSPORT="database"
@ -84,8 +87,10 @@ NEXT_PRIVATE_SMTP_APIKEY_USER=
NEXT_PRIVATE_SMTP_APIKEY=
# OPTIONAL: Defines whether to force the use of TLS.
NEXT_PRIVATE_SMTP_SECURE=
# OPTIONAL: if this is true and NEXT_PRIVATE_SMTP_SECURE is false then TLS is not used even if the server supports STARTTLS extension
NEXT_PRIVATE_SMTP_UNSAFE_IGNORE_TLS=
# REQUIRED: Defines the sender name to use for the from address.
NEXT_PRIVATE_SMTP_FROM_NAME="No Reply @ Documenso"
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: The API key to use for Resend.com
@ -109,6 +114,12 @@ 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]]
# OPTIONAL: Leave blank to disable PostHog and feature flags.
NEXT_PUBLIC_POSTHOG_KEY=""

View File

@ -4,10 +4,12 @@ module.exports = {
extends: ['@documenso/eslint-config'],
rules: {
'@next/next/no-img-element': 'off',
'no-unreachable': 'error',
},
settings: {
next: {
rootDir: ['apps/*/'],
},
},
ignorePatterns: ['lingui.config.ts', 'packages/lib/translations/**/*.js'],
};

View File

@ -3,7 +3,7 @@ description: 'Cache or restore if necessary'
inputs:
node_version:
required: false
default: v18.x
default: v20.x
runs:
using: 'composite'
steps:
@ -17,7 +17,7 @@ runs:
**/.turbo/**
**/dist/**
key: prod-build-${{ github.run_id }}
key: prod-build-${{ github.run_id }}-${{ hashFiles('package-lock.json') }}
restore-keys: prod-build-
- run: npm run build

View File

@ -2,7 +2,7 @@ name: 'Setup node and cache node_modules'
inputs:
node_version:
required: false
default: v18.x
default: v20.x
runs:
using: 'composite'

View File

@ -41,7 +41,7 @@ jobs:
uses: docker/setup-buildx-action@v3
- name: Cache Docker layers
uses: actions/cache@v3
uses: actions/cache@v4
with:
path: /tmp/.buildx-cache
key: ${{ runner.os }}-buildx-${{ github.sha }}

View File

@ -33,9 +33,9 @@ jobs:
- uses: ./.github/actions/cache-build
- name: Initialize CodeQL
uses: github/codeql-action/init@v2
uses: github/codeql-action/init@v3
with:
languages: ${{ matrix.language }}
- name: Perform CodeQL Analysis
uses: github/codeql-action/analyze@v2
uses: github/codeql-action/analyze@v3

View File

@ -32,8 +32,11 @@ jobs:
- 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@v3
- uses: actions/upload-artifact@v4
if: always()
with:
name: test-results

View File

@ -27,7 +27,7 @@ jobs:
- name: Check Assigned User's Issue Count
id: parse-comment
uses: actions/github-script@v5
uses: actions/github-script@v6
with:
github-token: ${{ secrets.GITHUB_TOKEN }}
script: |

25
.github/workflows/issue-labeler.yml vendored Normal file
View File

@ -0,0 +1,25 @@
name: Auto Label Assigned Issues
on:
issues:
types: [assigned]
jobs:
label-when-assigned:
runs-on: ubuntu-latest
steps:
- name: Label issue
uses: actions/github-script@v6
with:
github-token: ${{secrets.GITHUB_TOKEN}}
script: |
const issue = context.issue;
// To run only on issues and not on PR
if (github.context.payload.issue.pull_request === undefined) {
const labelResponse = await github.rest.issues.addLabels({
owner: issue.owner,
repo: issue.repo,
issue_number: issue.number,
labels: ['status: assigned']
});
}

View File

@ -17,5 +17,5 @@ jobs:
issue_number: context.issue.number,
owner: context.repo.owner,
repo: context.repo.repo,
labels: ["needs triage"]
labels: ["status: triage"]
})

View File

@ -2,14 +2,14 @@ name: 'PR Review Reminder'
on:
pull_request:
types: ['opened', 'reopened', 'ready_for_review', 'review_requested']
types: ['opened', 'ready_for_review']
permissions:
pull-requests: write
jobs:
checkPRs:
if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
runs-on: ubuntu-latest
steps:
- name: Checkout

View File

@ -12,7 +12,7 @@ jobs:
pull-requests: write
steps:
- uses: actions/stale@v4
- uses: actions/stale@v5
with:
repo-token: ${{ secrets.GITHUB_TOKEN }}
days-before-pr-stale: 90

View 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 }}

55
.github/workflows/translations-pull.yml vendored Normal file
View File

@ -0,0 +1,55 @@
# Pull down translations from Crowdin every two hours or when triggered manually.
name: 'Pull translations'
on:
schedule:
- cron: '0 */2 * * *' # Every two hours.
workflow_dispatch:
workflow_call:
concurrency:
group: ${{ github.workflow }}-${{ github.head_ref || github.run_id }}
cancel-in-progress: true
jobs:
pull_translations:
name: 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: Compile translations
id: compile_translations
run: npm run translate:compile -- -- --strict
continue-on-error: true
- name: Pull translations from Crowdin
if: steps.compile_translations.outcome == 'failure'
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 }}

View File

@ -0,0 +1,57 @@
name: 'Extract and upload translations'
on:
workflow_dispatch:
workflow_call:
push:
branches: ['main']
concurrency:
group: ${{ github.workflow }}-${{ github.head_ref || github.run_id }}
cancel-in-progress: true
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 translations
run: npm run translate:extract
- name: Check and commit any files created
run: |
git config --global user.name 'github-actions'
git config --global user.email 'github-actions@documenso.com'
git add packages/lib/translations
git diff --staged --quiet --exit-code || (git commit -m "chore: extract translations" && git push)
- name: Compile translations
id: compile_translations
run: npm run translate:compile -- -- --strict
continue-on-error: true
- name: Upload missing translations
if: ${{ steps.compile_translations.outcome == 'failure' }}
uses: crowdin/github-action@v2
with:
upload_sources: true
upload_translations: true
download_translations: false
localization_branch_name: chore/translations
env:
# 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 }}

2
.gitignore vendored
View File

@ -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

View File

@ -6,7 +6,7 @@ tasks:
set -a; source .env &&
export NEXTAUTH_URL="$(gp url 3000)" &&
export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
command: npm run d
ports:
@ -25,20 +25,10 @@ ports:
- port: 2500
visibility: private
onOpen: ignore
- port: 54320
visibility: private
- port: 54320
visibility: private
onOpen: ignore
github:
prebuilds:
master: true
pullRequests: true
pullRequestsFromForks: true
addCheck: true
addComment: true
addBadge: true
vscode:
extensions:
- aaron-bond.better-comments
@ -47,9 +37,5 @@ vscode:
- esbenp.prettier-vscode
- mikestead.dotenv
- unifiedjs.vscode-mdx
- GitHub.copilot-chat
- GitHub.copilot-labs
- GitHub.copilot
- GitHub.vscode-pull-request-github
- Prisma.prisma
- VisualStudioExptTeam.vscodeintellicode

View File

@ -4,6 +4,7 @@ public
**/**/node_modules
**/**/.next
**/**/public
packages/lib/translations/**/*.js
*.lock
*.log

View File

@ -11,5 +11,11 @@
"typescript.enablePromptUseWorkspaceTsdk": true,
"files.eol": "\n",
"editor.tabSize": 2,
"editor.insertSpaces": true
"editor.insertSpaces": true,
"[prisma]": {
"editor.defaultFormatter": "Prisma.prisma"
},
"[typescriptreact]": {
"editor.defaultFormatter": "esbenp.prettier-vscode"
}
}

View File

@ -34,13 +34,9 @@
<img src="https://github.com/documenso/documenso/assets/13398220/d96ed533-6f34-4a97-be9b-442bdb189c69" style="width: 80%;" />
</div>
## About this project
## About Documenso
Signing documents digitally should be fast and easy and should be the best practice for every document signed worldwide.
This is technically quite easy today, but it also introduces a new party to every signature: The signing tool providers. While this is not a problem in itself, it should make us think about how we want these providers of trust to work.
Documenso aims to be the world's most trusted document-signing tool. This trust is built by empowering you to self-host Documenso and review how it works under the hood.
Signing documents digitally should be fast and easy and should be the best practice for every document signed worldwide. This is technically quite easy today, but it also introduces a new party to every signature: The signing tool providers. While this is not a problem in itself, it should make us think about how we want these providers of trust to work. Documenso aims to be the world's most trusted document-signing tool. This trust is built by empowering you to self-host Documenso and review how it works under the hood.
Join us in creating the next generation of open trust infrastructure.
@ -73,16 +69,28 @@ 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>
<a href=""><img src="" alt=""></a>
<a href=""><img src="" alt=""></a>
<a href=""><img src="" alt=""></a>
<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
- [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
- [Node SignPDF](https://github.com/vbuch/node-signpdf) - Digital Signature
- [@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
@ -231,14 +239,14 @@ 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`
- `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!
@ -253,6 +261,7 @@ npm run prisma:migrate-deploy
Finally, you can start it with:
```
cd apps/web
npm run start
```
@ -294,6 +303,10 @@ WantedBy=multi-user.target
[![Deploy to Koyeb](https://www.koyeb.com/static/images/deploy/button.svg)](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
## Elestio
[![Deploy on Elestio](https://elest.io/images/logos/deploy-to-elestio-btn.png)](https://elest.io/open-source/documenso)
## Troubleshooting
### I'm not receiving any emails when using the developer quickstart.

View File

@ -17,7 +17,8 @@ For the digital signature of your documents you need a signing certificate in .p
`openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt`
4. You will be prompted to enter a password for the p12 file. Choose a strong password and remember it, as you will need it to use the certificate (**can be empty for dev certificates**)
5. Place the certificate `/apps/web/resources/certificate.p12`
5. Place the certificate `/apps/web/resources/certificate.p12` (If the path does not exist, it needs to be created)
## Docker

36
apps/documentation/.gitignore vendored Normal file
View File

@ -0,0 +1,36 @@
# See https://help.github.com/articles/ignoring-files/ for more about ignoring files.
# dependencies
/node_modules
/.pnp
.pnp.js
.yarn/install-state.gz
# testing
/coverage
# next.js
/.next/
/out/
# production
/build
# misc
.DS_Store
*.pem
# debug
npm-debug.log*
yarn-debug.log*
yarn-error.log*
# local env files
.env*.local
# vercel
.vercel
# typescript
*.tsbuildinfo
next-env.d.ts

View File

@ -0,0 +1,36 @@
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.

View File

@ -0,0 +1,17 @@
/** @type {import('next').NextConfig} */
const nextConfig = {
transpilePackages: [
'@documenso/assets',
'@documenso/lib',
'@documenso/tailwind-config',
'@documenso/trpc',
'@documenso/ui',
],
};
const withNextra = require('nextra')({
theme: 'nextra-theme-docs',
themeConfig: './theme.config.tsx',
});
module.exports = withNextra(nextConfig);

View File

@ -0,0 +1,35 @@
{
"name": "@documenso/documentation",
"version": "0.1.0",
"private": true,
"scripts": {
"dev": "next dev -p 3002",
"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"
},
"dependencies": {
"@documenso/assets": "*",
"@documenso/lib": "*",
"@documenso/tailwind-config": "*",
"@documenso/trpc": "*",
"@documenso/ui": "*",
"next": "14.2.6",
"next-plausible": "^3.12.0",
"nextra": "^2.13.4",
"nextra-theme-docs": "^2.13.4",
"react": "^18",
"react-dom": "^18"
},
"devDependencies": {
"@types/node": "^20",
"@types/react": "^18",
"@types/react-dom": "^18",
"autoprefixer": "^10.0.1",
"postcss": "^8",
"tailwindcss": "^3.3.0",
"typescript": "^5"
}
}

View File

@ -0,0 +1,10 @@
import { PlausibleProvider } from '../providers/plausible.tsx';
import '../styles.css';
export default function App({ Component, pageProps }) {
return (
<PlausibleProvider>
<Component {...pageProps} />;
</PlausibleProvider>
);
}

View File

@ -0,0 +1,34 @@
{
"index": {
"type": "page",
"title": "Home",
"display": "hidden",
"theme": {
"timestamp": false
}
},
"users": {
"type": "page",
"title": "Users"
},
"developers": {
"type": "page",
"title": "Developers"
},
"updates": {
"title": "What's New",
"type": "menu",
"items": {
"changelog": {
"title": "Changelog",
"href": "https://documenso.com/changelog",
"newWindow": true
},
"blog": {
"title": "Blog",
"href": "https://documenso.com/blog",
"newWindow": true
}
}
}
}

View File

@ -0,0 +1,17 @@
{
"index": "Introduction",
"-- Development & Deployment": {
"type": "separator",
"title": "Development & Deployment"
},
"local-development": "Local Development",
"self-hosting": "Self Hosting",
"contributing": "Contributing",
"-- API & Integration Guides": {
"type": "separator",
"title": "API & Integration Guides"
},
"public-api": "Public API",
"embedding": "Embedding",
"webhooks": "Webhooks"
}

View File

@ -0,0 +1,4 @@
{
"index": "Getting Started",
"contributing-translations": "Contributing Translations"
}

View File

@ -0,0 +1,69 @@
---
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 language folder contains three PO files:
1. `web.po`: Translations for the web application
2. `marketing.po`: Translations for the marketing application
3. `common.po`: Shared translations between web and marketing
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.
3. Open the PO file you want to update (web.po, marketing.po, or common.po).
4. Make your changes, ensuring you follow the PO file format.
5. Commit your changes with a message such as `chore: update German translations`
6. 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!

View File

@ -0,0 +1,117 @@
---
title: Getting started
description: Learn how to contribute to Documenso and become part of our community.
---
import { Callout, Steps } from 'nextra/components';
# Contributing to Documenso
If you plan to contribute to Documenso, please take a moment to feel awesome. People like you are what open source is about. Any contributions, no matter how big or small, are highly appreciated.
This guide will help you get started with contributing to Documenso.
## Before Getting Started
<Steps>
### Check the Existing Issues and Pull Requests
Search the existing [issues](https://github.com/documenso/documenso/issues) to see if someone else reported the same issue. Or, check the [existing PRs](https://github.com/documenso/documenso/pulls) to see if someone else is already working on the same thing.
### Creating a New Issue
If there is no issue or PR for the problem you are facing, feel free to create a new issue. Make sure to provide as much detail as possible, including the steps to reproduce the issue.
### Picking an Existing Issue
If you pick an existing issue, take into consideration the discussion on the issue.
### Contributor License Agreement
Accept the [Contributor License Agreement](https://documen.so/cla) to ensure we can accept your contributions.
</Steps>
## Taking Issues
Before taking an issue, ensure that:
- The issue has been assigned the public label.
- The issue is clearly defined and understood.
- No one has been assigned to the issue.
- No one has expressed the intention to work on it.
After that:
1. Comment on the issue with your intention to work on it.
2. Start working on the issue.
Feel free to ask for help, clarification or guidance if needed. We are here to help you.
## Developing
The development branch is `main`, and all pull requests should be made against this branch. Here's how you can get started with developing:
<Steps>
### Set Up Documenso Locally
To set up your local environment, check out the [local development](/developers/local-development) guide.
### Pick a Task
Find an issue to work on or create a new one.
> Before working on an issue, ensure that no one else is working on it. If no one is assigned to the issue, you can pick it up by leaving a comment and asking to assign it to you.
Before creating a new issue, check the existing issues to see if someone else has already reported it.
### Create a New Branch
After you're assigned an issue, you can start working on it. Create a new branch for your feature or bug fix.
When creating a branch, make sure that the branch name:
- starts with the correct prefix: `feat/` for new features, `fix/` for bug fixes, etc.
- includes the issue ID you are working on (if applicable).
- is descriptive.
```sh
git checkout -b feat/issue-id-your-branch-name
## Example
git checkout -b feat/1234-add-share-button-to-articles
```
In the pull request description, include `references #yyyy` or `fixes #yyyy` to link it to the issue you are working on.
### Implement Your Changes
Start working on the issue you picked up and implement the changes. Make sure to test your changes locally and ensure that they work as expected.
### Open a Pull Request
After implementing your changes, open a pull request against the `main` branch.
</Steps>
<Callout type="info">
If you need help getting started, [join us on Discord](https://documen.so/discord).
</Callout>
## Building
Before pushing code or creating pull requests, please ensure you can successfully create a successful production build. You can build the project by running the following command in your terminal:
```bash
npm run build
```
Once the project builds successfully, you can push your code changes or create a pull request.
<Callout type="info">
Remember to run tests and perform any necessary checks before finalizing your changes. As a
result, we can collaborate more effectively and maintain a high standard of code quality in our
project.
</Callout>

View File

@ -0,0 +1,131 @@
---
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, 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).
In the future, we will roll out a **Platform Plan** that will offer additional enhancements for embedding, including the option to remove Documenso branding for a more customized 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._
## 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) |
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**
![Team Templates](/embedding/team-templates.png)
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.
![Enable Direct Link Template](/embedding/enable-direct-link.png)
---
## Embedding with Signing Tokens
To embed the signing process for an ordinary document, youll 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.
![Copy Recipient Token](/embedding/copy-recipient-token.png)
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)
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.
## Stay Tuned for the Platform Plan
While embedding is already a powerful tool, we're working on a **Platform Plan** that will introduce even more functionality. This plan will offer:
- Additional customization options
- The ability to remove Documenso branding
- Additional controls for the signing experience
More details will be shared as we approach the release.

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@ -0,0 +1,77 @@
---
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 |
| 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 |

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@ -0,0 +1,77 @@
---
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 |
| 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 |

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---
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 |
| 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 |

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@ -0,0 +1,79 @@
---
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 |
| 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 |

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---
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 |
| 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 |

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---
title: Developer Documentation
description: Learn how to run Documenso locally, use our API, integrate webhooks, contribute to the project, and self-host Documenso.
---
import { Card, Cards } from 'nextra/components';
# Developer Documentation
The developer documentation is a comprehensive guide to help you:
<Cards>
<Card title="Set up dev environment" href="/developers/local-development" />
<Card title="Use the API" href="/developers/public-api" />
<Card title="Integrate webhooks" href="/developers/webhooks" />
<Card title="Contribute to the project" href="/developers/contributing" />
<Card title="Self-host Documenso" href="/developers/self-hosting" />
</Cards>

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{
"index": "Get Started",
"quickstart": "Developer Quickstart",
"manual": "Manual Setup",
"gitpod": "Gitpod",
"signing-certificate": "Signing Certificate",
"translations": "Translations"
}

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@ -0,0 +1,10 @@
---
title: Run in Gitpod
description: Get started with Documenso in a ready-to-use Gitpod workspace in your browser.
---
# Run in Gitpod
Click below to launch a ready-to-use Gitpod workspace in your browser.
[![Open in Gitpod](https://gitpod.io/button/open-in-gitpod.svg)](https://gitpod.io/#https://github.com/documenso/documenso)

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---
title: Local Development
description: Learn how to set up Documenso for local development.
---
# Local development
There are multiple ways of setting up Documenso for local development. At the moment of writing this documentation, there are 3 ways of running Documenso locally:
- [Using the developer quickstart with Docker](/developers/local-development/quickstart)
- [Manually setting up the development environment](/developers/local-development/manual)
- [Using Gitpod](/developers/local-development/gitpod)
Pick the one that fits your needs the best.
## Tech Stack
- [Typescript](https://www.typescriptlang.org/) - Language
- [Next.js](https://nextjs.org/) - 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">
<img
src="https://img.shields.io/badge/Discord-documen.so/discord-%235865F2"
alt="Join Documenso on Discord"
/>
</a>
<a href="https://github.com/documenso/documenso/stargazers">
<img src="https://img.shields.io/github/stars/documenso/documenso" alt="Github Stars" />
</a>
<a href="https://github.com/documenso/documenso/blob/main/LICENSE">
<img src="https://img.shields.io/badge/license-AGPLv3-purple" alt="License" />
</a>
<a href="https://github.com/documenso/documenso/pulse">
<img
src="https://img.shields.io/github/commit-activity/m/documenso/documenso"
alt="Commits-per-month"
/>
</a>
<a href="https://vscode.dev/redirect?url=vscode://ms-vscode-remote.remote-containers/cloneInVolume?url=https://github.com/documenso/documenso">
<img
alt="open in devcontainer"
src="https://img.shields.io/static/v1?label=Dev%20Containers&message=Enabled&color=blue&logo=visualstudiocode"
/>
</a>
<a href="https://github.com/documenso/documenso/blob/main/CODE_OF_CONDUCT.md">
<img
src="https://img.shields.io/badge/Contributor%20Covenant-2.1-4baaaa.svg"
alt="Contributor Covenant"
/>
</a>
</div>

View File

@ -0,0 +1,77 @@
---
title: Manual Setup
description: Manually set up Documenso on your machine for local development.
---
import { Callout, Steps } from 'nextra/components';
# Manual Setup
Follow these steps to set up Documenso on your local machine:
<Steps>
### Fork Documenso
Fork the [Documenso repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
### Clone Repository
After forking the repository, clone it to your local device by using the following command:
```bash
git clone https://github.com/<your-username>/documenso
```
### Install Dependencies
Run `npm i` in the root directory to install the dependencies required for the project.
### Set Up Environment Variables
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
NEXT_PRIVATE_SMTP_FROM_ADDRESS
```
Alternatively, you can run `cp .env.example .env` to get started with our handpicked defaults.
### Create Database Schema
Create the database schema by running the following command:
```bash
npm run prisma:migrate-dev
```
### Optional: Seed the Database
Seed the database with test data by running the following command:
```bash
npm run prisma:seed -w @documenso/prisma
```
### Start the Application
Run `npm run dev` in the root directory to start the application.
### Access the Application
Access the Documenso application by visiting `http://localhost:3000` in your web browser.
</Steps>
<Callout type="info">
Optional: Create your signing certificate. To generate your own using these steps and a Linux
Terminal or Windows Subsystem for Linux (WSL), see **[Create your signing
certificate](/developers/local-development/signing-certificate)**.
</Callout>

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@ -0,0 +1,66 @@
---
title: Developer Quickstart
description: Quickly set up Documenso on your machine for local development with Docker and Docker Compose.
---
import { Callout, Steps } from 'nextra/components';
# Developer Quickstart
<Callout type="info">
**Note**: This guide assumes that you have both [docker](https://docs.docker.com/get-docker/) and
[docker-compose](https://docs.docker.com/compose/) installed on your machine.
</Callout>
Want to get up and running quickly? Follow these steps:
<Steps>
### Fork Documenso
Fork the [Documenso repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
### Clone Repository
After forking the repository, clone it to your local device by using the following command:
```bash
git clone https://github.com/<your-username>/documenso
```
### Set Up Environment Variables
Set up your environment variables in the `.env` file using the `.env.example` file as a reference.
Alternatively, you can run `cp .env.example .env` to get started with our handpicked defaults.
### Start Database and Mail Server
Run `npm run dx` in the root directory.
This will spin up a Postgres database and inbucket mailserver in a docker container.
### Start the Application
Run `npm run dev` in the root directory to start the application.
### (Optional) Fasten the Process
Want it even faster? Just use:
```sh
npm run d
```
</Steps>
### Access Points for the Project
You can access the following services:
- Main application - http://localhost:3000
- Incoming Mail Access - http://localhost:9000
- Database Connection Details:
- Port: 54320
- Connection: Use your favourite database client to connect to the database.
- S3 Storage Dashboard - http://localhost:9001

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---
title: Signing Certificate
description: Learn how to create a free, self-signed certificate for local development.
---
import { Callout, Steps } from 'nextra/components';
# Create Your Signing Certificate
Digitally signing documents requires a signing certificate in `.p12` format. You can either purchase one or create a free self-signed certificate.
Follow the steps below to create a free, self-signed certificate for local development.
<Steps>
### Generate Private Key
Generate a private key using OpenSSL by running the following command:
```bash
openssl genrsa -out private.key 2048
```
This command generates a 2048-bit RSA key.
### Generate Self-Signed Certificate
Using the private key, generate a self-signed certificate by running the following command:
```bash
openssl req -new -x509 -key private.key -out certificate.crt -days 365
```
You will be prompted to enter some information, such as the certificate's Common Name (CN). Ensure that you provide the correct details. The `—days` parameter specifies the certificate's validity period.
### Create `p12` Certificate
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
```
<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`.
</Callout>
### `p12` Certificate Password
When you create the `.p12` certificate, you will be prompted to enter a password. Enter a strong password and keep it secure. Remember this password, as it will be required when using the certificate.
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.
The final file path should be `/apps/web/resources/certificate.p12`.
</Steps>

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---
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).
## Requirements
You **must** insert **`setupI18nSSR()`** when creating any of the following files:
- Server layout.tsx
- Server page.tsx
- Server loading.tsx
Server meaning it does not have `'use client'` in it.
```tsx
import { setupI18nSSR } from '@documenso/lib/client-only/providers/i18n.server';
export default function SomePage() {
setupI18nSSR(); // Required if there are translations within the page, or nested in components.
// Rest of code...
}
```
Additional information can be found [here.](https://lingui.dev/tutorials/react-rsc#pages-layouts-and-lingui)
## 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/macro** (not @lingui/react).
```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 { Trans, msg } from '@lingui/macro';
import { useLingui } from '@lingui/react';
// 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.
#### Server components
Note that the i18n instance is coming from **setupI18nSSR**.
```tsx
import { Trans } from '@lingui/macro';
import { useLingui } from '@lingui/react';
export const SomeComponent = () => {
const { i18n } = setupI18nSSR();
return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
};
```
#### Client components
Note that the i18n instance is coming from the **import**.
```tsx
import { i18n } from '@lingui/core';
import { Trans } from '@lingui/macro';
import { useLingui } from '@lingui/react';
export const SomeComponent = () => {
return <Trans>The current date is {i18n.date(new Date(), { dateStyle: 'short' })}</Trans>;
};
```

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@ -0,0 +1,5 @@
{
"index": "Get Started",
"authentication": "Authentication",
"versioning": "Versioning"
}

View File

@ -0,0 +1,67 @@
---
title: API Authentication
description: Learn how to create a Documenso API key and authenticate your API requests.
---
# API Authentication
Documenso uses API keys for authentication. An API key is a unique token that is generated for each client. The client must provide the key whenever it makes an API call. This way, Documenso can identify the clients making the requests and authorize their access to the API.
## Creating an API Key
To create an API key, navigate to the user settings page. Click on your avatar in the top right corner of the dashboard and select "**[User settings](https://app.documenso.com/settings)**" from the dropdown menu.
![A screenshot of the Documenso's dashboard that shows the dropdown menu when you click on your user avatar](/public-api-images/documenso-user-dropdown-menu.webp)
Once you're on the user settings page, navigate to the "**[API Tokens](https://app.documenso.com/settings/tokens)**" tab. The "API Token" page lists your existing keys and enables you to create new ones.
![A screenshot of the Documenso's user settings page that shows the API Tokens page](/public-api-images/api-tokens-page-documenso.webp)
To create a new API key, you must:
- Choose a name (e.g. "zapier-key")
- We recommend using a descriptive name that helps you quickly identify the key and its purpose.
- Choose an expiration date
- You can set the key never to expire or choose when to become invalid: 7 days, 1 month, 3 months, 6 months, or 1 year.
After providing the required information, click the "Create token" button to generate the API key.
![A screenshot of the newly created API token in the Documenso dashboard](/public-api-images/documenso-api-key-blurred.webp)
Once you've created the token, Documenso will display the key on the screen. Make sure to copy the key and store it securely. You won't be able to see the key again once you refresh/leave the page.
## Using the API Key
You must include the API key in the `Authorization` request header to authenticate your API requests. The format is `Authorization: api_xxxxxxxxxxxxxxxx`.
Here's a sample API request using cURL:
```bash
curl --location 'https://app.documenso.com/api/v1/documents?page=1&perPage=1' \
--header 'Authorization: api_xxxxxxxxxxxxxxxx'
```
Here's a sample response from the API based on the above cURL request:
```json
{
"documents": [
{
"id": 11,
"userId": 2,
"teamId": null,
"title": "documenso",
"status": "PENDING",
"documentDataId": "ab2ecm1npk11rt5sp398waf7h",
"createdAt": "2024-04-25T11:05:18.420Z",
"updatedAt": "2024-04-25T11:05:36.328Z",
"completedAt": null
}
],
"totalPages": 1
}
```
![A screenshot of a cURL request to the Documenso public API with the API key in the Authorization header](/public-api-images/documenso-api-authorization.webp)
The API key has access to your account and all its resources. Please keep it secure and do not share it with others. If you suspect your key has been compromised, you can revoke it from the "API Tokens" page in your user settings.

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@ -0,0 +1,22 @@
---
title: Public API
description: Learn how to interact with your documents programmatically using the Documenso public API.
---
# 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:
- retrieving, uploading, deleting, and sending documents for signing
- creating, updating, and deleting recipients
- creating, updating, and deleting document fields
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
The [Swagger documentation](https://app.documenso.com/api/v1/openapi) also provides information about the API endpoints, request parameters, response formats, and authentication methods.
## Availability
The API is available to individual users and teams.

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@ -0,0 +1,507 @@
---
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.
![Upload document to S3](/api-reference/upload-document-to-s3.webp)
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.
![Uploaded Document](/api-reference/document-uploaded-to-documenso-via-api.webp)
</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.
![Template ID](/api-reference/documenso-template-id.webp)
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.
![Generated Document](/api-reference/document-generated-from-template.webp)
</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>
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.
![A screenshot of the document in the Documenso editor](/api-reference/fields-added-via-api.webp)
</Steps>

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---
title: API Versioning
description: Versioning information for the Documenso public API.
---
import { Callout } from 'nextra/components';
# API Versioning
Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
<Callout type="info">The current version of the API is `v1`.</Callout>
The API version is specified in the URL. For example, the base URL for the `v1` API is `https://app.documenso.com/api/v1`.
We may make changes to the API without incrementing the version number. We will always try to avoid breaking changes, but in some cases, it may be necessary to make changes that are not backward compatible. In these cases, we will increment the version number and provide information about the changes in the release notes.
Also, we may deprecate certain features or endpoints in the API. When we deprecate a feature or endpoint, we will provide information about the deprecation in the release notes and give a timeline for when the feature or endpoint will be removed.

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{
"index": "Getting Started",
"signing-certificate": "Signing Certificate",
"how-to": "How To",
"setting-up-oauth-providers": "Setting up OAuth Providers"
}

View File

@ -0,0 +1,279 @@
---
title: How to Self-Host Documenso
description: Learn how to self-host Documenso on your server or cloud infrastructure using Docker or other deployment methods.
---
import { Callout, Steps } from 'nextra/components';
import { CallToAction } from '@documenso/ui/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!
## Manual Deployment
The following guide will walk you through setting up Documenso manually on your server or cloud infrastructure.
<Steps>
### Clone the Repository
The first step is to clone the repository:
```bash
git clone https://github.com/documenso/documenso.git
```
### Configure the Environment Variables
Navigate to the `documenso` folder and create a `.env` file from the example `.env.example` file:
```bash
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
- NEXT_PRIVATE_SMTP_FROM_ADDRESS
```
<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!
</Callout>
### Install the Dependencies
Install the project dependencies as follows:
```bash
npm i
npm run build:web
npm run prisma:migrate-deploy
```
### Start the Application
Finally, start the application:
```bash
npm run start
```
This will start the server on `localhost:3000`. Any reverse proxy can handle the front end and SSL termination.
<Callout type="info">
If you want to run with another port than `3000`, you can start the application with `next -p <ANY PORT>` from the `apps/web` folder.
</Callout>
</Steps>
## Docker
The following guide will walk you through setting up Documenso using Docker. You can choose between a Docker Compose production setup or a standalone container.
We provide a Docker container for Documenso, published on both DockerHub and GitHub Container Registry.
- [DockerHub](https://hub.docker.com/r/documenso/documenso)
- [GitHub Container Registry](https://ghcr.io/documenso/documenso)
You can pull the Docker image from either of these registries and run it with your preferred container hosting provider.
Please note that you must provide environment variables for connecting to the database, mail server, and other services.
### Option 1: Production Docker Compose Setup
This setup includes a PostgreSQL database and the Documenso application. You will need to provide your own SMTP details using environment variables.
<Steps>
### Download the Docker Compose File
Download the Docker Compose file from the Documenso repository - [compose.yml](https://raw.githubusercontent.com/documenso/documenso/release/docker/production/compose.yml).
### Navigate to the `compose.yml` File
Once downloaded, navigate to the directory containing the `compose.yml` file.
### Set Up Environment Variables
Create a `.env` file in the same directory as the `compose.yml` file.
Then add your SMTP details as well as the following environment variables:
```bash
NEXTAUTH_SECRET="<your-secret>"
NEXT_PRIVATE_ENCRYPTION_KEY="<your-key>"
NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="<your-secondary-key>"
NEXT_PUBLIC_WEBAPP_URL="<your-url>"
NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth"
NEXT_PRIVATE_SMTP_HOST="<your-host>"
NEXT_PRIVATE_SMTP_PORT=<your-port>
NEXT_PRIVATE_SMTP_USERNAME="<your-username>"
NEXT_PRIVATE_SMTP_PASSWORD="<your-password>"
```
### Update the Volume Binding
The `cert.p12` file is required to sign and encrypt documents, so you must provide your key file. Update the volume binding in the `compose.yml` file to point to your key file:
```yaml
volumes:
- /path/to/your/keyfile.p12:/opt/documenso/cert.p12
```
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
```
The command will start the PostgreSQL database and the Documenso application containers.
### Access the Application
Access the Documenso application by visiting `http://localhost:3000` in your web browser.
</Steps>
### Option 2: Standalone Docker Container
If you prefer to host the Documenso application on a specific container provider, use the pre-built Docker image from DockerHub or GitHub's Package Registry. You will need to provide your own database and SMTP host.
<Steps>
### Pull the Docker Image
Pull the Documenso Docker image from DockerHub:
```bash
docker pull documenso/documenso
```
Or, pull the image from GitHub Container Registry:
```bash
docker pull ghcr.io/documenso/documenso
```
### Run the Docker Container
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>"
-e NEXT_PUBLIC_WEBAPP_URL="<your-next-public-webapp-url>"
-e NEXT_PRIVATE_DATABASE_URL="<your-next-private-database-url>"
-e NEXT_PRIVATE_DIRECT_DATABASE_URL="<your-next-private-database-url>"
-e NEXT_PRIVATE_SMTP_TRANSPORT="<your-next-private-smtp-transport>"
-e NEXT_PRIVATE_SMTP_FROM_NAME="<your-next-private-smtp-from-name>"
-e NEXT_PRIVATE_SMTP_FROM_ADDRESS="<your-next-private-smtp-from-address>"
-v /path/to/your/keyfile.p12:/opt/documenso/cert.p12
documenso/documenso
```
Replace the placeholders with the actual values.
### Access the Application
You can access the Documenso application by visiting the URL you provided for the `NEXT_PUBLIC_WEBAPP_URL` environment variable in your web browser.
</Steps>
### Advanced Configuration
The environment variables listed above are a subset of those available for configuring Documenso. The table below provides a complete list of environment variables and their descriptions.
| 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). |
| `NEXT_PRIVATE_GOOGLE_CLIENT_ID` | The Google client ID for Google authentication (optional). |
| `NEXT_PRIVATE_GOOGLE_CLIENT_SECRET` | The Google client secret for Google authentication (optional). |
| `NEXT_PUBLIC_WEBAPP_URL` | The URL for the web application. |
| `NEXT_PRIVATE_DATABASE_URL` | The URL for the primary database connection (with connection pooling). |
| `NEXT_PRIVATE_DIRECT_DATABASE_URL` | The URL for the direct database connection (without connection pooling). |
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | The signing transport to use. Available options: local (default) |
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | The passphrase for the key file. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | The base64-encoded contents of the key file will be used instead of the file path. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | The path to the key file, default `/opt/documenso/cert.p12`. |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | The transport for file uploads (database or s3). |
| `NEXT_PRIVATE_UPLOAD_ENDPOINT` | The endpoint for the S3 storage transport (for third-party S3-compatible providers). |
| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE` | Whether to force path-style URLs for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_REGION` | The region for the S3 storage transport (defaults to us-east-1). |
| `NEXT_PRIVATE_UPLOAD_BUCKET` | The bucket to use for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID` | The access key ID for the S3 storage transport. |
| `NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY` | The secret access key for the S3 storage transport. |
| `NEXT_PRIVATE_SMTP_TRANSPORT` | The transport to send emails (smtp-auth, smtp-api, resend, or mailchannels). |
| `NEXT_PRIVATE_SMTP_HOST` | The host for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_PORT` | The port for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_USERNAME` | The username for the SMTP server for the `smtp-auth` transport. |
| `NEXT_PRIVATE_SMTP_PASSWORD` | The password for the SMTP server for the `smtp-auth` transport. |
| `NEXT_PRIVATE_SMTP_APIKEY_USER` | The API key user for the SMTP server for the `smtp-api` transport. |
| `NEXT_PRIVATE_SMTP_APIKEY` | The API key for the SMTP server for the `smtp-api` transport. |
| `NEXT_PRIVATE_SMTP_SECURE` | Whether to force the use of TLS for the SMTP server for SMTP transports. |
| `NEXT_PRIVATE_SMTP_FROM_ADDRESS` | The email address for the "from" address. |
| `NEXT_PRIVATE_SMTP_FROM_NAME` | The sender name for the "from" address. |
| `NEXT_PRIVATE_RESEND_API_KEY` | The API key for Resend.com for the `resend` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_API_KEY` | The optional API key for MailChannels (if using a proxy) for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_ENDPOINT` | The optional endpoint for the MailChannels API (if using a proxy) for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN` | The domain for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR` | The selector for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY` | The private key for DKIM signing with MailChannels for the `mailchannels` transport. |
| `NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT` | The maximum document upload limit displayed to the user (in MB). |
| `NEXT_PUBLIC_POSTHOG_KEY` | The optional PostHog key for analytics and feature flags. |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Whether to disable user signups through the /signup page. |
## Run as a Service
You can run the application using a `systemd.service` file. Here is a simple example of the service running on port `3500` (using `3000` by default):
```bash
[Unit]
Description=documenso
After=network.target
[Service]
Environment=PATH=/path/to/your/node/binaries
Type=simple
User=www-data
WorkingDirectory=/var/www/documenso/apps/web
ExecStart=/usr/bin/next start -p 3500
TimeoutSec=15
Restart=always
[Install]
WantedBy=multi-user.target
```
We offer several alternative deployment methods for Documenso if you need more options.
## Railway
[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
## Render
[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
## Koyeb
[![Deploy to Koyeb](https://www.koyeb.com/static/images/deploy/button.svg)](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" />

View File

@ -0,0 +1,12 @@
---
title: Getting Started with Self-Hosting
description: A step-by-step guide to setting up and hosting your own Documenso instance.
---
import { CallToAction } from '@documenso/ui/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" />

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@ -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.

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---
title: Signing Certificate
description: Learn how to generate or buy a signing certificate for your Documenso instance.
---
import { Callout, Steps } from 'nextra/components';
# Generate or Buy
Self-hosting your Documenso instance requires your own certificate to sign documents. [This article](https://documenso.com/blog/building-documenso-pt1) explains why.
When it comes to certificates, you have two options:
- generate your certificate
- buy one from the Certificate Authority (CA)
<Callout type="info" emoji="">
A self-signed certificate should suffice if your industry has no special signing regulation. For
example, Deel.com makes hundreds of millions in revenue based on a platform without any signing
certificate, making your self-signed instance technically more secure. Of course, this is not
legal advice.
</Callout>
## Generating A Certificate
If you don't have special requirements for the signature of your signed documents, you can use a self-generated (self-signed) certificate.
The main drawback is that mainstream PDF readers like Adobe won't recognize the signature as a trusted source or show a green checkmark. The certificate will still include your company/personal data to prove your Documenso instance signed the document. It also guarantees that the document wasn't altered after signing.
You can generate your signing certificate by following [this guide](/developers/local-development/signing-certificate).
## Buying a Certificate
If you want more "officially backed" _(for lack of a better word)_ signatures, you will need to buy a certificate from a CA (Certificate Authority). If you want a green checkmark in Adobe PDF, you will need a vendor trusted by Adobe. Check out all Adobe vendors with a green checkmark for the signature on the [Adobe Trust List](https://helpx.adobe.com/acrobat/kb/approved-trust-list1.html).
If you are based in Europe, it might make sense to go with a European one, though there is no hard requirement. While the pricing can vary from vendor to vendor, the certificate's properties don't. The usual case would be a corporate certificate detailing the company's name to which it was issued.
### Technical Process
Receiving your signing certificate is similar to receiving an SSL certificate. Since you need the actual certificate as part of the Documenso config, you must generate a secret private key and a CSR (Certificate Signing Request).
<Steps>
### Generate a private key
Generate a private key (on a secure machine or in an HSM, depending on your security needs and the provider's requirements).
### Create a CSR
Have the Certificate Authority sign the Certificate Signing Request.
### Configure Documenso to use the certificate
Configure your instance to use the new certificate by configuring the following environment variables in your `.env` file:
| Environment Variable | Description |
| :-------------------------------------------------------------- | :---------------------------------------------------------------------------------------------------------------------------------------- |
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | The transport used for document signing. Available options: local (default), gcloud-hsm |
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | The passphrase for the local file-based signing transport. This field is optional. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH` | The local file path to the .p12 file to use for the local signing transport. This field is optional. |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | The base64-encoded contents of the .p12 file to use for the local signing transport. This field is optional. |
| `NEXT_PRIVATE_SIGNING_GCLOUD_HSM_KEY_PATH` | The Google Cloud HSM key path for the gcloud-hsm signing transport. This field is optional. |
| `NEXT_PRIVATE_SIGNING_GCLOUD_HSM _PUBLIC_CRT_FILE_PATH` | The path to the Google Cloud HSM public certificate file to use for the gcloud-hsm signing transport. This field is optional. |
| `NEXT_PRIVATE_SIGNING_GCLOUD_HSM _PUBLIC_CRT_FILE_CONTENTS` | The base64-encoded contents of the Google Cloud HSM public certificate file for the gcloud-hsm signing transport. This field is optional. |
| `NEXT_PRIVATE_SIGNING_GCLOUD_ APPLICATION_CREDENTIALS_CONTENTS` | The Google Cloud Credentials file path for the gcloud-hsm signing transport. This field is optional. |
</Steps>

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---
title: Webhooks
description: Learn how to use webhooks to receive real-time notifications about your documents.
---
# Webhooks
Webhooks are HTTP callbacks triggered by specific events. When the user subscribes to a specific event, and that event occurs, the webhook makes an HTTP request to the URL provided by the user. The request can be a simple notification or carry a payload with more information about the event.
Some of the common use cases for webhooks include:
1. **Real-time Data Syncing**: Webhooks provide a way to keep data in sync across different platforms. For example, you can keep your system up-to-date with your Documenso documents by subscribing to events like document creation or signing.
2. **Automating Workflows**: They can trigger automated workflows that start when an event occurs. For example, the webhook could trigger an email when a document is signed.
3. **Integrating Third-Party Services**: Webhooks can be used to integrate Documenso with third-party services. For example, you could use a webhook to send data to a CRM system when a document is signed.
Documenso supports Webhooks and allows you to subscribe to the following events:
- `document.created`
- `document.sent`
- `document.opened`
- `document.signed`
- `document.completed`
## Create a webhook subscription
You can create a webhook subscription from the user settings page. Click on your avatar in the top right corner of the dashboard and select "**[User settings](https://app.documenso.com/settings)**" from the dropdown menu.
![A screenshot of the Documenso's dashboard that shows the dropdown menu when you click on your user avatar](/webhook-images/dashboard-user-dropdown-menu.webp)
Then, navigate to the "**[Webhooks](https://app.documenso.com/settings/webhooks)**" tab, where you can see a list of your existing webhooks and create new ones.
![A screenshot of the Documenso's user settings page that shows the Webhooks tab and the Create Webhook button](/webhook-images/webhooks-settings-page.webp)
Clicking on the "**Create Webhook**" button opens a modal to create a new webhook subscription.
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-Secret` header of the request.
![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
After you have filled in the required information, click on the "**Create Webhook**" button to save your subscription.
The screenshot below illustrates a newly created webhook subscription.
![A screenshot of the Documenso's user settings page that shows the newly created webhook subscription](/webhook-images/webhooks-page.webp)
You can edit or delete your webhook subscriptions by clicking the "**Edit**" or "**Delete**" buttons next to the webhook.
## Webhook fields
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.
## Example payloads
Below are examples of the payloads that are sent for each of the supported events. The payloads are sent as JSON data in the body of the POST request.
Example payload for the `document.created` event:
```json
{
"event": "DOCUMENT_CREATED",
"payload": {
"id": 10,
"userId": 1,
"authOptions": null,
"formValues": null,
"title": "documenso.pdf",
"status": "DRAFT",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:44:43.341Z",
"completedAt": null,
"deletedAt": null,
"teamId": null
},
"createdAt": "2024-04-22T11:44:44.779Z",
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
}
```
Example payload for the `document.sent` event:
```json
{
"event": "DOCUMENT_SENT",
"payload": {
"id": 10,
"userId": 1,
"authOptions": null,
"formValues": null,
"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,
"Recipient": [
{
"id": 52,
"documentId": 10,
"templateId": null,
"email": "signer2@documenso.com",
"name": "Signer 2",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"expired": null,
"signedAt": null,
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"role": "VIEWER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
},
{
"id": 53,
"documentId": 10,
"templateId": null,
"email": "signer1@documenso.com",
"name": "Signer 1",
"token": "HkrptwS42ZBXdRKj1TyUo",
"expired": null,
"signedAt": null,
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:48:07.945Z",
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
}
```
Example payload for the `document.opened` event:
```json
{
"event": "DOCUMENT_OPENED",
"payload": {
"id": 10,
"userId": 1,
"authOptions": null,
"formValues": null,
"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,
"Recipient": [
{
"id": 52,
"documentId": 10,
"templateId": null,
"email": "signer2@documenso.com",
"name": "Signer 2",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"expired": null,
"signedAt": null,
"authOptions": {
"accessAuth": null,
"actionAuth": 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"
}
```
Example payload for the `document.signed` event:
```json
{
"event": "DOCUMENT_SIGNED",
"payload": {
"id": 10,
"userId": 1,
"authOptions": null,
"formValues": null,
"title": "documenso.pdf",
"status": "COMPLETED",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:52:05.708Z",
"completedAt": "2024-04-22T11:52:05.707Z",
"deletedAt": null,
"teamId": null,
"Recipient": [
{
"id": 51,
"documentId": 10,
"templateId": null,
"email": "signer1@documenso.com",
"name": "Signer 1",
"token": "HkrptwS42ZBXdRKj1TyUo",
"expired": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:18.577Z",
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
}
```
Example payload for the `document.completed` event:
```json
{
"event": "DOCUMENT_COMPLETED",
"payload": {
"id": 10,
"userId": 1,
"authOptions": null,
"formValues": null,
"title": "documenso.pdf",
"status": "COMPLETED",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:52:05.708Z",
"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"
},
"Recipient": [
{
"id": 50,
"documentId": 10,
"templateId": null,
"email": "signer2@documenso.com",
"name": "Signer 2",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"expired": null,
"signedAt": "2024-04-22T11:51:10.055Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"role": "VIEWER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
},
{
"id": 51,
"documentId": 10,
"templateId": null,
"email": "signer1@documenso.com",
"name": "Signer 1",
"token": "HkrptwS42ZBXdRKj1TyUo",
"expired": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:18.277Z",
"webhookEndpoint": "https://mywebhooksite.com/mywebhook"
}
```
## Availability
Webhooks are available to individual users and teams.

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---
title: Home
description: Documenso aims to be the world's most trusted document-signing tool. Join us in creating the next generation of open trust infrastructure.
---
import Image from 'next/image';
import Link from 'next/link';
import backgroundPattern from '@documenso/assets/images/background-pattern.png';
import cardBeautifulFigure from '@documenso/assets/images/card-beautiful-figure.png';
import cardConnectionsFigure from '@documenso/assets/images/card-connections-figure.png';
import cardPaidFigure from '@documenso/assets/images/card-paid-figure.png';
import cardSharingFigure from '@documenso/assets/images/card-sharing-figure.png';
import { cn } from '@documenso/ui/lib/utils';
import { Card, CardContent, CardTitle } from '@documenso/ui/primitives/card';
export const Wrapper = ({ children }) => {
return <div className="mt-20">{children}</div>;
};
<Wrapper>
<div
className="fixed inset-0 -z-10 bg-center -mt-[15vh] h-full scale-125 object-cover dark:contrast-[70%] dark:invert dark:sepia md:scale-150 lg:scale-[175%] opacity-40 dark:opacity-20"
style={{
backgroundImage: `url('${backgroundPattern.src}')`,
}}
/>
<div className="flex flex-col items-center mb-16">
<span className="text-center text-4xl font-bold leading-tight tracking-tight md:text-[48px] lg:text-[64px]">Document signing, finally open source</span>
<span className="text-muted-foreground mx-auto mt-4 max-w-2xl text-center leading-normal tracking-tight">Documenso aims to be the world's most trusted document-signing tool. Join us in creating the next generation of open trust infrastructure.</span>
</div>
<div className="mt-6 grid grid-cols-1 md:grid-cols-2 gap-8 md:mt-8">
<Link href="/users">
<Card className="col-span-2 lg:col-span-1 h-full dark:bg-black/10 dark:border dark:border-stone-800">
<CardContent className="grid grid-cols-1 gap-8 p-6 max-h-[460px]">
<span className="text-foreground/80 leading-relaxed">
<strong className="block text-2xl font-normal mb-2 tracking-tight">Learn</strong>
Learn how to get started with your account and leverage our advanced features to level up your productivity.
</span>
<div className="flex items-center justify-center p-8 flex-grow">
<Image
src={cardBeautifulFigure}
alt="its fast"
className="w-full max-w-xs dark:contrast-[70%] dark:hue-rotate-180 dark:invert"
/>
</div>
</CardContent>
</Card>
</Link>
<Link href='/developers'>
<Card className="col-span-2 lg:col-span-1 h-full dark:bg-black/10 dark:border dark:border-stone-800">
<CardContent className="grid grid-cols-1 gap-8 p-6 max-h-[460px]">
<span className="text-foreground/80 leading-relaxed">
<strong className="block text-2xl font-normal mb-2 tracking-tight">Build</strong>
Everything you need to set up your local development environment.
Use our API and utilize webhooks for seamless integration.
</span>
<div className="flex items-center justify-center p-8 flex-grow">
<Image
src={cardConnectionsFigure}
alt="its fast"
className="w-full max-w-sm dark:contrast-[70%] dark:hue-rotate-180 dark:invert"
/>
</div>
</CardContent>
</Card>
</Link>
</div>
</Wrapper>

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{
"index": "Introduction",
"support": "Support",
"-- How To Use": {
"type": "separator",
"title": "How To Use"
},
"get-started": "Get Started",
"profile": "User Profile",
"signing-documents": "Signing Documents",
"templates": "Templates",
"direct-links": "Direct Signing Links",
"document-visibility": "Document Visibility",
"-- Legal Overview": {
"type": "separator",
"title": "Legal Overview"
},
"fair-use": "Fair Use Policy",
"licenses": "Licenses",
"compliance": "Compliance"
}

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{
"signature-levels": "Signature Levels",
"standards-and-regulations": "Standards and Regulations"
}

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import { Callout } from 'nextra/components';
# Signature Levels
This page outlines our adherence to key regulations across various jurisdictions, including:
- U.S. ESIGN Act
- Uniform Electronic Transactions Act (UETA)
- European Union's eIDAS regulation
- Switzerland's ZertES
Whether you require simple electronic signatures or advanced cryptographic sealing, Documenso guarantees that all documents are securely sealed and compliant with the highest standards. Explore our compliance details below to understand how we maintain the integrity and enforceability of your electronic transactions.
<Callout emoji="🔏">
Documenso seals all signed documents cryptographically, regardless of signature level, to prevent
any alterations after signing.
</Callout>
## 🇺🇸 ESIGN (Electronic Signatures in Global and National Commerce) Act
<Callout type="info" emoji="✅">
Status: Compliant
</Callout>
The Electronic Signatures in Global and National Commerce Act (ESIGN Act) is a U.S. federal law that
ensures the legal validity and enforceability of electronic signatures and records in commerce.
### Main Requirements
- [x] Intent to Sign: "Parties must demonstrate their intent to sign [..]"
- [x] Consent: "The ESIGN Act requires that all parties involved in a transaction consent to the use of electronic signatures and records [..]"
- [x] Consumer Disclosures: Before obtaining their consent, financial institutions must provide the consumer a clear and conspicuous statement informing the consumer [..]
- [x] Record Retention: Electronic Records must be maintained for later access by signers.
- [x] Security: The ESIGN Act does not mandate specific security measures, but it does require that parties take reasonable steps to ensure the security and integrity of electronic signatures and records. This may include implementing encryption, access controls, and authentication measures.
## UETA (Uniform Electronic Transactions Act)
<Callout type="info" emoji="✅">
Status: Compliant
</Callout>
The Uniform Electronic Transactions Act is a law that provides a legal framework for the use of electronic
signatures and records in electronic transactions, ensuring they have the same validity and enforceability
as paper documents and handwritten signatures.
### Main Requirements
_See [ESIGN](/users/compliance/signature-levels#-esign-electronic-signatures-in-global-and-national-commerce-act)_
## 🇪🇺 eIDAS
<Callout type="info" emoji="✅">
Status: Compliant for Level 1 - SES (Simple Electronic Signatures)
</Callout>
eIDAS (Electronic Identification, Authentication and Trust Services) is an EU regulation that standardizes
electronic identification and trust services for secure and seamless electronic transactions across European
member states.
### Level 1 - SES (Simple Electronic Signatures)
eIDAS SES (Simple Electronic Signature) is a basic electronic signature with minimal security features.
### Main Requirements
- [x] Visual Signature
- [x] Clear Intent to Sign
### Level 2 - AES (Advanced Electronic Signatures)
<Callout type="warning" emoji="⏳">
Status: [Planned](https://github.com/documenso/backlog/issues/9) via third party until [Let's
Sign](https://github.com/documenso/backlog/issues/21) is realized.
</Callout>
eIDAS AES (Advanced Electronic Signature) provides a higher level of security with unique identification
of the signer and data integrity.
### Main Requirements
- [x] Cryptographic Signature Sealing the Document against tampering
- [x] Signing Using Dedicated Hardware (Hardware Security Module)
- [ ] Embedding Signer Identity in the Cryptographic Signature
- [ ] Being a Government Audited Trusted Qualified Services Provider
### Level 3 - QES (Qualified Electronic Signatures)
<Callout type="warning" emoji="⏳">
Status: [Planned](https://github.com/documenso/backlog/issues/32) via third party until [Let's
Sign](https://github.com/documenso/backlog/issues/21) is realized.
</Callout>
eIDAS QES (Qualified Electronic Signature) is the highest security level, legally equivalent to a handwritten
signature within the EU.
### Main Requirements
- [x] Cryptographic Signature Sealing the Document against tampering
- [x] Signing using dedicated hardware (Hardware Security Module)
- [ ] Embedding Signer Identity in the Cryptographic Signature
- [ ] Being a government-trusted qualified services provider
- [ ] eIDAS-compliant identification before signing using local passports or similar
## 🇨🇭 ZertES
<Callout type="warning" emoji="⏳">
Status: [Planned](https://github.com/documenso/backlog/issues/34)
</Callout>
ZertES is a Swiss Federal law that regulates electronic signature compliance.

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import { Callout } from 'nextra/components';
## 21 CFR Part 11
<Callout type="info" emoji="✅">
Status: Compliant (Enterprise License)
</Callout>
21 CFR Part 11 is a regulation by the FDA that establishes the criteria for electronic records and electronic
signatures to ensure their authenticity, integrity, and confidentiality in the pharmaceutical, medical
device, and other FDA-regulated industries.
> Read more about 21 CFR Part 11 with Documenso here: https://documen.so/21-CFR-Part-11
### Main Requirements
- [x] Strong Identity Checks for each Signature
- [x] Signature and Audit Trails
- [x] User Access Management
- [x] Quality Assurance Documentation
## SOC/ SOC II
<Callout type="warning" emoji="⏳">
Status: [Planned](https://github.com/documenso/backlog/issues/24)
</Callout>
SOC II is a framework for managing and auditing the security, availability, processing integrity, confidentiality,
and data privacy in cloud and IT service organizations, established by the American Institute of Certified
Public Accountants (AICPA).
## ISO 27001
<Callout type="warning" emoji="⏳">
Status: [Planned](https://github.com/documenso/backlog/issues/26)
</Callout>
ISO 27001 is an international standard for managing information security, specifying requirements for
establishing, implementing, maintaining, and continually improving an information security management
system (ISMS).
### HIPAA
<Callout type="warning" emoji="⏳">
Status: [Planned](https://github.com/documenso/backlog/issues/25)
</Callout>
The HIPAA (Health Insurance Portability and Accountability Act) is a U.S. law designed to protect patient health information's privacy and security and improve the healthcare system's efficiency and effectiveness.

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---
title: Direct Link Signing
description: Create a shareable link for document signing.
---
import { Callout, Steps } from 'nextra/components';
# Direct Link Signing
Direct Link Signing allows you to create a shareable link for document signing, where recipients can fill in their information and sign directly. Once the recipients sign the document, they will get it in their email. Also, if they have an account, the document gets saved in their account.
<Steps>
### Select a Document
Identify the template you want to share and make signable with a direct link. Then click on the 3 dots on the right side of the template and select "Direct link".
![Template page in the Documenso dashboard](/direct-links/document-direct-link-documenso.webp)
### Enable Direct Links
Once you click on "Direct link", you will be greeted with a modal where you can learn how direct links work. After reading the information, click "Enable direct link" to proceed.
![Enable the document direct link in the Documenso dashboard](/direct-links/enable-document-direct-link-modal.webp)
### Select the Recipient
The next step is to select the recipient for the direct link. You can select an existing recipient or click the "Create one automatically" button to create a new direct link recipient.
![Choose the Direct Link recipient](/direct-links/choose-direct-link-recipient-documenso.webp)
### Send the Link
After selecting the recipient, you will get a direct link to share with the recipient. The format of the link is as follows:
```bash
https://app.documenso.com/d/<random-generated-string>
```
### Optional: Add Templates to Your Profile
You can add templates with direct links to your public [Documenso profile](/users/profile) to make them signable anytime.
![Choose the Direct Link recipient](/direct-links/documenso-profile.webp)
The image above shows a template with a direct link added to the user's profile.
</Steps>

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---
title: Document Visibility
description: Learn how to control the visibility of your team documents.
---
# Team's Document Visibility
By default, all documents created in a team are visible to all team members. However, you can control the visibility of your documents by changing the document's visibility settings.
To set the visibility of a document, click on the **Document visibility** dropdown in the document's settings panel.
![A screenshot of the Documenso's document editor page where you can update the document visibility](/document-visibility-settings.webp)
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 people with the role of Manager or above.
- **Admin only** - The document is only visible to the team's admins.

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---
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 wont 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

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---
title: Create Your Account
description: Learn how to create an account on Documenso.
---
import { Callout, Steps } from 'nextra/components';
# Create Your Account
<Steps>
### Pick a Plan
The first step to start using Documenso is to pick a plan and create an account. At the moment of writing this guide, we have 3 plans available: Free, Individual, and Teams.
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.
To create a free account, navigate to the [registration page](https://documen.so/free) and fill in the required information.
### Optional: Claim a Premium Username
You can claim a premium username by upgrading to a paid plan. After upgrading to a paid plan, you can update your [public profile](https://app.documenso.com/settings/public-profile).
### Optional: Create a Team
If you are working with others, you can create a team and invite your team members to collaborate on your documents. More information about teams is available in the [Teams section](/users/get-started/teams).
</Steps>

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---
title: Secure Your Account
description: Learn how to secure your Documenso account with Two-Factor Authentication (2FA) and Passkeys.
---
import { Callout, Steps } from 'nextra/components';
# Account Security
Documenso offers several security features to help you protect your account and documents. This guide will walk you through the steps to set up Two-Factor Authentication (2FA) and Passkeys for your account.
Two-factor authentication (2FA) and Passkeys are used for high-security and high-compliance signatures.
## Enable Two-Factor Authentication (2FA)
<Steps>
### Navigate to Security Settings
Navigate to your account's [security settings](https://app.documenso.com/settings/security). Here, you can manage your password and other security settings.
![A screenshot of the Documenso's security page in the user settings](/get-started-images/documenso-account-security-page.webp)
### Enable 2FA
Click the "Enable 2FA" button to start setting up Two-Factor Authentication. You will be presented with a QR code that you can scan with your 2FA app or a code that you can manually enter.
![A screenshot of the Documenso's security page in the user settings](/get-started-images/documenso-enable-2-factor-authentication.webp)
### Scan the QR Code
Use your 2FA app (e.g. Google Authenticator, Microsoft Authenticator) to scan the QR code. This will link your account to the 2FA app and generate a code that you can use to log in.
### Enter the 2FA Generated Code
After scanning the QR code, you will be prompted to enter the code generated by your 2FA app. After entering the code, click the "Enable 2FA" button to complete the process.
### 2FA Enabled
You have successfully enabled Two-Factor Authentication (2FA) for your account. To log in, you must enter the code generated by your 2FA app.
<Callout>
Logging in with Google will not require a 2FA code. As an authentication provider, your Google
account is considered secure. e.g. configuring 2FA for your Google account.
</Callout>
<Callout>
Logging in using a passkey will also not require a 2FA code since passkeys are considered 2FA by
design. The passkey itself is the first factor, and access to the device that holds it is
considered the second factor.
</Callout>
### Extra: Save the Backup Codes
Be sure to download and safely store the 2FA backup codes in case you lose access to your 2FA app. You can use these codes to log in to your account.
</Steps>
## Add Passkeys
A passkey is like a secret password stored locally on your device. You can log in from the device it was created on but not from another device.
<Steps>
### Navigate to Security Settings
Navigate to the [security settings](https://app.documenso.com/settings/security) in your account.
### Manage Passkeys
Click the "Manage passkeys" button to start setting up a passkey. You will be taken to a new page where you can manage your passkeys or add a new one.
![A screenshot of the Documenso's passkeys page](/get-started-images/documenso-passkeys-page.webp)
### Add a New Passkey
To add a new passkey, click the "Add passkey" button. This opens a modal window where you can choose a passkey name.
![A screenshot of the "Add passkey" modal](/get-started-images/documenso-add-passkey-box.webp)
After entering the passkey name, click the "Continue" button to proceed.
What happens next depends on the passkey provider you have configured. If you have a passkey provider installed in your browser, you will be prompted to add the passkey there. If not, you will be prompted to add the passkey to your browser's passkey manager.
Whatever option you choose, follow the on-screen instructions to add the passkey. Once the passkey is added, you can use it to log in to your account.
### Manage Passkeys
You can manage your passkeys from the passkeys page. You can see the list of passkeys you have added and remove them if needed.
</Steps>

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---
title: Teams
description: Learn how to create and manage teams in Documenso.
---
import Image from 'next/image';
import { Callout, Steps } from 'nextra/components';
# Teams
Documenso allows you to create teams to collaborate with others on creating and signing documents.
<Steps>
### Create a New Team
Anyone can create a team from their account by clicking on the "+" (plus) button in the "Teams" section from the account dropdown.
![Documenso account dropdown menu](/get-started-images/add-team.webp)
Each team is a separate entity with its members, documents, and templates. You can create as many teams as you like but remember that each team is billed separately.
<Callout type="info">You can transfer the ownership of the team at any time.</Callout>
### Name and URL
Clicking the "+" button will open a modal where you must pick your team's name and URL. The URL is the team's identifier and will link to the team's page and settings. An example URL would be:
```bash
https://app.documenso.com/t/<your-team-name>
```
![Documenso create team modal](/get-started-images/add-team-2.webp)
You can select a different name and URL for your team, but we recommend using the same or similar name.
### Invite Team Members
After creating the team, you can invite team members by navigating to the "Members" tab in the team settings and clicking the "Invite member" button.
To access the team settings, click on the team's name in the account dropdown and select the appropriate team. Lastly, click again on the avatar and then "Team Settings".
Or you can copy this URL:
```bash
https://app.documenso.com/t/<your-team-name>/settings/members
```
Once you click on the "Invite member" button, you will be prompted to enter the email address of the person you want to invite. You can also select the role of the person you are inviting.
![Invite team members in Documenso dashboard](/get-started-images/add-team-members-documenso.webp)
You can also bulk-invite members by uploading a CSV file with the email addresses and roles of the people you want to invite.
The table below shows how the CSV file should be structured:
| Email address | Role |
| -------------------------- | ------- |
| team-admin@documenso.com | Admin |
| team-manager@documenso.com | Manager |
| team-member@documenso.com | Member |
<Callout type="info">
The basic team plan includes 5 members. You can invite as many members as you like by upgrading
your team's seats on the team's billing page.
</Callout>
#### Roles
You can assign different permissions to team members based on their roles. The roles available are:
| Role | Create, Edit, Send Documents | Manage Users | Manage Admins | Settings | Billing | Delete/ Transfer |
| :-----: | :--------------------------: | :----------: | :-----------: | :------: | :-----: | :--------------: |
| Member | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ |
| Manager | ✅ | ✅ | ❌ | ✅ | ✅ | ❌ |
| Admin | ✅ | ✅ | ✅ | ✅ | ✅ | ❌ |
| Owner | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
### Set a Team Email
You can add a team email to make signing and sending documents easier. Adding a team email allows you to:
- See a signing request sent to this email (Team Inbox)
- See all documents sent on behalf of the team
### (Optional) Transfer Team Ownership
You can transfer the team's ownership at any time. To do this, navigate to the "General" tab in the team settings and click the "Transfer team" button.
Use this URL to get to the team settings:
```bash
https://app.documenso.com/t/<your-team-name>/settings
```
### [Send your First Document](https://app.documenso.com/)
</Steps>

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---
title: Get Started
description: Get started with Documenso by creating an account, configuring your account security, collaborating with others via Teams, and using the basic features of Documenso.
---
# First Steps
This is a step-by-step guide to getting started with Documenso. You'll learn how to create a new account, configure your account security, collaborate with others via Teams, and use the features of Documenso.

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{
"index": "Overview",
"community-edition": "Community Edition",
"enterprise-edition": "Enterprise Edition"
}

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import { Callout } from 'nextra/components';
# Community Edition
The purpose of the Community Edition is to allow anyone to run their signing infrastructure. You can take Documenso as is and run it yourself with barely any restrictions. We aim to keep self-hosting a realistic option and not force the product to become cloud-only.
## License
Documenso and the Community Edition are licensed under [AGPL3](https://github.com/documenso/documenso/blob/main/LICENSE). Below, you can find an overview of the significant licensing terms. The most important thing that you must remember is that if you use the community edition, you must keep it open source:
> Permissions of this most robust copyleft license are conditioned on making available the complete source code of licensed works and modifications, which include larger works using a licensed work under the same license. Copyright and license notices must be preserved. Contributors provide an express grant of patent rights. When a modified version is used to provide a service over a network, the complete source code of the modified version must be made available.
### Permissions
- Modification - You can fork and modify the community edition.
- Distribution - You are free to redistribute the community edition.
- Patent use - See license for details.
- Private use - You can use the Community Edition privately.
<Callout type="info">
You can use Documenso commercially by hosting the community edition or otherwise (as long as you
keep the code open-source).
</Callout>
### Limitations
- **Liability & Warranty** - While we aim to build a best-in-class product, the community edition comes without an official warranty or liability.
- **EE Folder** - Features in the EE folder are not licensed under AGPL3 and cannot be used without an enterprise license. You can find a list of enterprise-licensed features [here](https://github.com/documenso/documenso/blob/main/packages/ee/FEATURES).
- **Official Support** - The Community Edition is not eligible for official customer support. While you can request community support through our Discord Community, it's not guaranteed that you will receive help. The Documenso team might also be happy to help, but be advised that this is strictly voluntary.
### Conditions
License and copyright notice
State changes
Disclose source
Network use is distribution
<Callout type="warning">
It's important to remember that you must keep the AGPL3 license for your modified or non-modified
version of Documenso. If you need clarification on whether this represents a problem or not for
you, reach out to us on [Discord](documen.so/discord).
</Callout>

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import { Callout } from 'nextra/components';
# Enterprise Edition
The Documenso Enterprise Edition is our license for self-hosters that need the full range of support and compliance. Everything in the EE folder and all features listed [here](https://github.com/documenso/documenso/blob/main/packages/ee/FEATURES) can be used after acquiring a paid license.
## Includes
- Self-Host Documenso in any context.
- Premium Support via Slack, Discord and Email.
- Flexible Licensing (e.g. MIT) for deeper custom integration (if needed).
- Access to all Enterprise-grade compliance and administration features.
## Limitations
The Enterprise Edition currently has no limitations except custom contract terms.
<Callout type="info">
The Enterprise Edition requires a paid subscription. [Contact us for a
quote](https://documen.so/enterprise).
</Callout>

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# Self-Hosting Licenses
Documenso comes in two versions for self-hosting:
### [Community Edition (Free)](licenses/community-edition)
- Free
- No official support
### [Enterprise Edition (Paid)](licenses/enterprise-edition)
- Paid
- Official support
- Enterprise Features
The choice between the two editions is entirely yours, depending on your specific needs. If you require official support and enterprise-level compliance, the Enterprise Edition is likely the best fit. However, if you find that the Community Edition, with its almost unrestricted features and use cases (including commercial use), meets all your requirements, we encourage you to start with it. Remember, you can always upgrade later.

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---
title: User Profile
description: Learn how to set up your public profile on Documenso.
---
import { Callout, Steps } from 'nextra/components';
# User Profile
Documenso allows you to create a public profile to share your templates for anyone to sign. This is useful for distributing and collecting signatures for commonly used documents, making it more efficient for both the document creator and the signers.
<Callout type="info">A free Documenso account gives you 5 free signatures per month.</Callout>
<Steps>
### Navigate to Your Profile Settings
Click on your profile picture in the top right corner and select "User settings". Then, navigate to the "Public Profile" tab to configure your profile.
![The profile settings page](/public-profile/documenso-public-profile-settings.webp)
### (Mandatory) Set Your Profile URL
This is the URL that people will use to access your profile. We recommend choosing something easy to remember and share.
The structure of the URL is as follows:
```bash
https://app.documenso.com/p/<username>
```
Setting the public profile URL is mandatory to publish your profile.
### (Optional) Add a Bio Description
If you want to add a description to your profile, you can do so here. This is a good place to introduce yourself and explain what kind of documents you have available for signing.
### (Optional) Add a Profile Picture
Uploading a profile picture is optional, but we recommend it to make your profile more recognizable.
### Private/Public Profile
You can choose to make your profile public or private. Only you can access it if you make it private. If you make it public, anyone with the link can access it.
To make your profile public, toggle the switch to the right ("Show") at the top right-hand side of the page.
### (Optional) Link Templates
Linking templates to your profile is optional, but it's what makes your profile helpful. Linking templates allow people to sign documents directly from your profile. As a result, we recommend linking at least one template you want to share with others.
Learn more about [templates](/users/templates).
### Publish your Profile
After configuring your profile, click the "Update" button at the bottom of the page to publish it. Once you have published your profile, you can share the link with others if you made it public.
![An example of a public profile on Documenso](/direct-links/documenso-profile.webp)
The image above shows an example of a public profile on Documenso.
### Share the Link
Add the link to your other social profiles and share it on social media so people know they can quickly sign your documents from there.
<Callout>Tag @documenso on X to get a retweet and an endorsement from us.</Callout>
</Steps>

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{
"index": "Send Documents",
"fields": "Document Fields"
}

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---
title: Document Fields
description: Learn about the different fields you can add to your documents in Documenso.
---
# Document Fields
Learn about the different fields you can add to your documents in Documenso and how to make the most of them.
## Signature Field
The signature field collects the signer's signature. It's required for each recipient with the "Signer" role.
### Document Editor View
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
![The signature field in the Documenso document editor](/document-signing/signature-field-document-editor-view.webp)
### Document Signing View
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 signature field in the Documenso document signing view](/document-signing/signature-field-document-signing-view.webp)
The image below shows the signature field signed by the recipient.
![The signature field signed by the user in the Documenso document signing view](/document-signing/signed-signature-field.webp)
After signing, the recipient can click the "Complete" button to complete the signing process.
## Email Field
The email field is used to collect the signer's email address.
### Document Editor View
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
![The email field in the Documenso document editor](/document-signing/email-field-document-editor-view.webp)
### Document Signing View
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 email field in the Documenso document signing view](/document-signing/email-field-document-signing-view.webp)
The image below shows the email field signed by the recipient.
![The email field signed by the user in the Documenso document signing view](/document-signing/signed-email-field.webp)
After entering their email address, the recipient can click the "Complete" button to complete the signing process.
## Name Field
The name field is used to collect the signer's name.
### Document Editor View
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
![The name field in the Documenso document editor](/document-signing/name-field-document-editor-view.webp)
### Document Signing View
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 name field in the Documenso document signing view](/document-signing/name-field-document-signing-view.webp)
The image below shows the name field signed by the recipient.
![The name field signed by the user in the Documenso document signing view](/document-signing/name-field-signed.webp)
After entering their name, the recipient can click the "Complete" button to complete the signing process.
## Date Field
The date field is used to collect the date of the signature.
### Document Editor View
The field doesn't have any additional settings. You just need to place it on the document where you want the signer to sign.
![The date field in the Documenso document editor](/document-signing/date-field-document-editor-view.webp)
### Document Signing View
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 date field in the Documenso document signing view](/document-signing/date-field-document-signing-view.webp)
The image below shows the date field signed by the recipient.
![The date field signed by the user in the Documenso document signing view](/document-signing/date-field-signed.webp)
After entering the date, the recipient can click the "Complete" button to complete the signing process.
## Text Field
The text field is used to collect text input from the signer.
### Document Editor View
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.
![The text field in the Documenso document editor](/document-signing/text-field-document-editor-view.webp)
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 in the Documenso document editor](/document-signing/text-field-advanced-settings-document-editor-view.webp)
The text field settings include:
- **Label** - The label displayed in the field.
- **Placeholder** - The placeholder text displayed in the field.
- **Text** - The default text displayed in the field.
- **Character limit** - The maximum number of characters allowed in the field.
- **Required** - Whether the field is required or not.
- **Read only** - Whether the field is read-only or not.
It also comes with a couple of rules:
- The field can't be required and read-only at the same time.
- A read-only field can't have an empty text field. It must have a default text value.
- The signer must fill out a required field.
- The text field characters count can't exceed the character limit.
- The signer can't modify a read-only field.
- The field auto-signs if there is a default text value.
Let's look at the following example.
![A text field with the settings configured by the user in the Documenso document editor](/document-signing/text-field-with-filled-advanced-settings.webp)
The field is configured as follows:
- Label: "Address"
- Placeholder: "Your office address"
- Default Text: "Signing Street 1, 241245"
- Character Limit: 35
- Required: False
- Read Only: False
Since the field has a label set, the label is displayed instead of the default text field value - "Add text".
### Document Signing View
What the recipient sees when they open the document to sign depends on the settings configured by the sender.
In this case, the recipient sees the text field signed with the default value.
![Text field with the default value signed by the user in the Documenso document signing view](/document-signing/text-field-autosigned.webp)
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.
![Unsigned text field in the Documenso document signing view](/document-signing/text-field-unsigned.webp)
To sign the field with a different value, the recipient needs to click on the field and enter the new value.
![Text field with the text input in the Documenso document signing view](/document-signing/text-field-input-modal.webp)
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.
![Text field signed with a new value](/document-signing/text-field-new-value-signed.webp)
After signing the field, the recipient can click the "Complete" button to complete the signing process.
## Number Field
The number field is used for collecting a number input from the signer.
### Document Editor View
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.
![The number field in the Documenso document editor](/document-signing/number-field-document-editor.webp)
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 in the Documenso document editor](/document-signing/number-field-document-editor-view.webp)
The number field settings include:
- **Label** - The label displayed is the field.
- **Placeholder** - The placeholder text displayed in the field.
- **Value** - The default number displayed in the field.
- **Number format** - The format of the number.
- **Required** - Whether the field is required or not.
- **Read only** - Whether the field is read-only or not.
- **Validation** - The validation rules for the field.
It also comes with a couple of rules:
- The value must be a number.
- The field can't be required and read-only at the same time.
- A read-only field can't have an empty number field. It must have a default number value.
- The signer must fill out a required field.
- If the default number and a max value are set, the default number must be less than the max value.
- If the default number and a min value are set, the default number must be greater than the min value.
- The value must match the number format if a number format is set.
In this example, the number field is configured as follows:
- Label: "Quantity"
- Placeholder: "Enter the preferred quantity"
- Default Value: 12
- Number Format: "123,456,789.00"
- Required: False
- Read Only: False
- Validation:
- Min value: 5, Max value: 50
![A number field with the label configured by the user in the Documenso document editor](/document-signing/number-field-label.webp)
Since the field has a label set, the label is displayed instead of the default number field value - "Add number".
### Document Signing View
What the recipient sees when they open the document to sign depends on the settings configured by the sender.
The recipient sees the number field signed with the default value in this case.
![Number field with the default value signed by the user in the Documenso document signing view](/document-signing/number-field-autosigned.webp)
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.
![Unsigned number field in the Documenso document signing view](/document-signing/number-field-unsigned.webp)
To sign the field with a different value, the recipient needs to click on the field and enter the new value.
![Number field with the number input in the Documenso document signing view](/document-signing/number-field-input-modal.webp)
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.
![Number field signed with a new value](/document-signing/number-field-signed-with-another-value.webp)
After signing the field, the recipient can click the "Complete" button to complete the signing process.
## Radio Field
The radio field is used to collect a single choice from the signer.
### Document Editor View
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.
![The radio field in the Documenso document editor](/document-signing/radio-field-document-editor-view.webp)
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 advanced settings in the Documenso document editor](/document-signing/radio-field-advanced-settings-document-editor-view.webp)
The radio field settings include:
- **Required** - Whether the field is required or not.
- **Read only** - Whether the field is read-only or not.
- **Values** - The list of choices for the field.
It also comes with a couple of rules:
- The field can't be required and read-only at the same time.
- A read-only field can't have an empty radio field. It must have at least one option.
- The signer must fill out a required field.
- The field auto-signs if there is a default value.
- The signer can't sign with a value not in the options list.
- The signer can't modify the field if it's read-only.
- It should contain at least one option.
- The field can't have more than one option selected.
In this example, the radio field is configured as follows:
- Required: False
- Read Only: False
- Options:
- Option 1
- Option 2
- Empty value
- Empty value
- Option 3
![The radio field with the settings configured by the user in the Documenso document editor](/document-signing/radio-field-options-document-editor-view.webp)
Since the field contains radio options, it displays them instead of the default radio field value, "Radio".
### Document Signing View
What the recipient sees when they open the document to sign depends on the settings configured by the sender.
In this case, the recipient sees the radio field unsigned because the sender didn't select a value.
![Radio field with no value selected in the Documenso document signing view](/document-signing/radio-field-unsigned.webp)
The recipient can select one of the options by clicking on the radio button next to the option.
![Radio field with the value selected by the user in the Documenso document signing view](/document-signing/radio-field-signed.webp)
After signing the field, the recipient can click the "Complete" button to complete the signing process.
## Checkbox Field
The checkbox field is used to collect multiple choices from the signer.
### Document Editor View
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.
![The checkbox field in the Documenso document editor](/document-signing/checkbox-document-editor-view.webp)
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 in the Documenso document editor](/document-signing/checkbox-advanced-settings.webp)
The checkbox field settings include the following:
- **Validation** - The validation rules for the field.
- **Rule** - The rule specifies "At least", "At most", and "Exactly".
- **Number** - The number of choices that must be selected.
- **Required** - Whether the field is required or not.
- **Read only** - Whether the field is read-only or not.
- **Options** - The list of choices for the field.
It also comes with a couple of rules:
- The field can't be required and read-only at the same time.
- A read-only field can't have an empty checkbox field. It must have at least one checked option.
- The signer must fill out a required field.
- The field auto-signs if there is a default value.
- The signer can't sign with a value not in the options list.
- The signer can't modify the field if it's read-only.
- It should contain at least one option.
In this example, the checkbox field is configured as follows:
- No validation rules
- Required: True
- Read Only: False
- Options:
- Option 1
- Empty value (checked)
- Option 2
- Option 3 (checked)
- Empty value
![The checkbox field with the settings configured by the user in the Documenso document editor](/document-signing/checkbox-advanced-settings-document-editor-view.webp)
Since the field contains checkbox options, it displays them instead of the default checkbox field value, "Checkbox".
### Document Signing View
What the recipient sees when they open the document to sign depends on the settings configured by the sender.
In this case, the recipient sees the checkbox field signed with the values selected by the sender.
![Checkbox field with the values selected by the user in the Documenso document signing view](/document-signing/checkbox-field-document-signing-view.webp)
Since the field is required, the recipient can either sign with the values selected by the sender or modify the values.
The values can be modified in 2 ways:
- Click on the options you want to select or deselect.
- Hover over the field and click the "X" button to clear all the selected values.
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).
![Checkbox field the values cleared by the user in the Documenso document signing view](/document-signing/checkbox-field-unsigned.webp)
Then, the recipient can select values other than the ones chosen by the sender.
![Checkbox field with the values selected by the user in the Documenso document signing view](/document-signing/checkbox-field-custom-sign.webp)
After signing the field, the recipient can click the "Complete" button to complete the signing process.
## Dropdown/Select Field
The dropdown/select field collects a single choice from a list of options.
### Document Editor View
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.
![The dropdown/select field in the Documenso document editor](/document-signing/select-field-sliders.webp)
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 in the Documenso document editor](/document-signing/select-field-advanced-settings-panel.webp)
The dropdown/select field settings include:
- **Required** - Whether the field is required or not.
- **Read only** - Whether the field is read-only or not.
- **Options** - The list of choices for the field.
- **Default** value - The default value selected in the field.
It also comes with a couple of rules:
- The field can't be required and read-only at the same time.
- A read-only field can't have an empty select field. It must have a default value.
- The signer must fill out a required field.
- The default value must be one of the options.
- The field auto-signs if there is a default value.
- The field can't be signed with a value not in the options list.
- The signer can't modify the field if it's read-only.
- It should contain at least one option.
In this example, the dropdown/select field is configured as follows:
- Required: False
- Read Only: False
- Default Value: None
- Options:
- Document
- Template
- Other
### Document Signing View
What the recipient sees when they open the document to sign depends on the settings configured by the sender.
In this case, the recipient sees the dropdown/select field with the default label, "-- Select ---" since the sender has not set a default value.
![Dropdown/select field in the Documenso document signing view](/document-signing/select-field-unsigned.webp)
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.
![Dropdown/select field with the dropdown list in the Documenso document signing view](/document-signing/select-field-unsigned-dropdown.webp)
The recipient can select one of the options from the list. The image below illustrates the dropdown/select field signed with a new value.
![Dropdown/select field signed with a value](/document-signing/select-field-signed.webp)
After signing the field, the recipient can click the "Complete" button to complete the signing process.

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---
title: Send a document for signing
description: The guide gives a detailed description of all options available when sending out a document for signing.
---
import { Callout, Steps } from 'nextra/components';
# Send Documents for Signing
This guide will walk you through the process of sending a document out for signing. You will learn how to upload a document, add recipients, place signature fields, and send the document for signing.
<Steps>
### Login Into Your Account
The guide assumes you have a Documenso account. If you don't, you can create a free account [here](https://documen.so/free-docs).
### Upload Document
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.
![Documenso dashboard](/document-signing/documenso-documents-dashboard.webp)
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.
![Documenso document overview](/document-signing/documenso-uploaded-document.webp)
### (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.
![Advanced settings for a document uploaded in the Documenso dashboard](/document-signing/documenso-uploaded-document-advanced-options.webp)
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).
The date format and time zone settings allow you to customize how the date and time are displayed in the document.
The redirect URL allows you to specify a URL where the signer will be redirected after signing the document.
### (Optional) Document Access
Documenso enables you to set up access control for your documents. You can require authentication for viewing the document.
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.
![Document access settings in the Documenso dashboard](/document-signing/documenso-enterprise-document-access.webp)
<Callout type="info">
The "Document Access" feature is only available for Enterprise accounts.
</Callout>
### (Optional) Recipient Authentication
The "Recipient Authentication" feature allows you to specify the authentication method required for recipients to sign the signature field.
The available options are:
- **Require passkey** - The recipient must have an account and passkey configured via their settings.
- **Require 2FA** - The recipient must have an account and 2FA enabled via their settings.
- **None** - No authentication required.
![Document recipient action authentication in the Documenso dashboard](/document-signing/document-enterprise-recipient-action-authentication.webp)
This can be overridden by setting the authentication requirements directly for each recipient in the next step.
<Callout type="info">
The "Recipient Authentication" feature is only available for Enterprise accounts.
</Callout>
### Recipients
Click the "+ Add Signer" button to add a new recipient. You can configure the recipient's email address, name, role, and authentication method on this page.
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.
![The required authentication method for a recipient](/document-signing/documenso-document-recipient-authentication-method.webp)
You can also set the recipient's role, which determines their actions and permissions in the document.
![The recipient role](/document-signing/documenso-document-recipient-role.webp)
#### 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 |
### 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 in the Documenso dashboard](/document-signing/documenso-document-fields.webp)
The available field types are:
- **Signature** - Collects the signer's signature
- **Email** - Collects the signer's email address
- **Name** - Collects the signer's name
- **Date** - Collects the date of the signature
- **Text** - Collects text input from the signer
- **Number** - Collects a number input from the signer
- **Radio** - Collects a single choice from the signer
- **Checkbox** - Collects multiple choices from the signer
- **Dropdown/Select** - Collects a single choice from a list of choices
All fields can be placed anywhere on the document and resized as needed.
<Callout type="info">
Learn more about the available field types and how to use them on the [Fields
page](signing-documents/fields).
</Callout>
#### Signature Required
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.
![Error message when trying to send a document without a signature field](/document-signing/documenso-no-signature-field-found.webp)
### Email Settings
Before sending the document, you can configure the email settings and customize the subject line, message, and sender name.
![Email settings in the Documenso dashboard](/document-signing/documenso-document-email-settings.webp)
If you leave the email subject and message empty, Documenso will use the default email template.
### Sending the Document
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.
![The email sent to the recipients with the signing link](/document-signing/documenso-sign-email.webp)
#### 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.
![How to copy the signing link for each recipient from the Documenso dashboard](/document-signing/documenso-signing-links.webp)
The signing link has the following format:
```bash
https://app.documenso.com/sign/12ACP777zxQLO52hjj_vCB
```
</Steps>

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---
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.

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import { Callout, Steps } from 'nextra/components';
# Document Templates
Documenso allows you to create templates, which are reusable documents. Templates are helpful if you often send the same type of document, such as contracts, agreements, or invoices, as they help you save time.
<Steps>
### Create New Template
To create a new template, navigate to the ["Templates" page](https://app.documenso.com/templates) and click on the "New Template" button.
![Documenso template page](/templates/documenso-template-page.webp)
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.
![Upload a new template document in the Documenso dashboard](/templates/documenso-template-page-upload-document.webp)
Once the upload is complete, Documenso opens the template configuration page.
![A successfuly uploaded document in the Documenso dashboard](/templates/documenso-template-page-uploaded-document.webp)
You can then configure the template by adding recipients, fields, and other options.
### (Optional) Email options
When you send a document for signing, Documenso emails the recipients with a link to the document. The email contains a subject, message, and the document.
Documenso uses a generic subject and message but also allows you to customize them for each document and template.
![Configuring the email options for the Documenso template](/templates/documenso-template-page-uploaded-document-email-options.webp)
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.
### (Optional) Advanced Options
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.
![Configuring the advanced options for the Documenso template](/templates/documenso-template-page-uploaded-document-advanced-options.webp)
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).
The date format and time zone settings allow you to customize how the date and time are displayed in the document.
The redirect URL allows you to specify a URL where the signer will be redirected after signing the document.
### Add Placeholders or Recipients
You can add placeholders for the template recipients. Placeholders specify where the recipient's name, email, and other information should be in the document.
You can also add recipients directly to the template. Recipients are the people who will receive the document for signing.
![Adding placeholder recipients for the Documenso template](/templates/documenso-template-recipients.webp)
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.
### Add Fields
The last step involves adding fields to the document. These fields collect information from the recipients when they sign the document.
Documenso provides the following field types:
- **Signature** - Collects the signer's signature
- **Email** - Collects the signer's email address
- **Name** - Collects the signer's name
- **Date** - Collects the date of the signature
- **Text** - Collects text input from the signer
- **Number** - Collects a number input from the signer
- **Radio** - Collects a single choice from the signer
- **Checkbox** - Collects multiple choices from the signer
- **Dropdown/Select** - Collects a single choice from a list of choices
![Adding fields for the Documenso template](/templates/documenso-template-page-fields.webp)
After adding the fields, press the "Save Template" button to save the template.
<Callout type="info">
Learn more about the available field types and how to use them on the [Fields
page](signing-documents/fields).
</Callout>
### Use a Template
Click on the "Use Template" button to create a new document from the template. Before creating the document, you are asked to fill in the recipients for the placeholders you added to the template.
After filling in the recipients, click the "Create Document" button to create the document in your account.
![Use an available Documenso template](/templates/documenso-use-template.webp)
You can also send the document straight to the recipients for signing by checking the "Send document" checkbox.
### (Optional) Create A Direct Signing Link
A direct signing link allows you to create a shareable link for document signing, where recipients can fill in their information and sign the document. See the "Create Direct Link" button in the image from [step 4](#add-placeholders-or-recipients).
<Callout type="info">
Check out the [Direct Signing Links](/users/direct-links) section for more information.
</Callout>
</Steps>

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module.exports = {
plugins: {
tailwindcss: {},
autoprefixer: {},
},
};

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'use client';
import React from 'react';
import NextPlausibleProvider from 'next-plausible';
export type PlausibleProviderProps = {
children: React.ReactNode;
};
export const PlausibleProvider = ({ children }: PlausibleProviderProps) => {
return <NextPlausibleProvider domain="documenso.com">{children}</NextPlausibleProvider>;
};

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