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## 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>
29 lines
1.3 KiB
TypeScript
29 lines
1.3 KiB
TypeScript
export const TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX = /recipient\.\d+@documenso\.com/i;
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export const TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX = /Recipient \d+/i;
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export const DIRECT_TEMPLATE_DOCUMENTATION = [
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{
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title: 'Enable Direct Link Signing',
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description:
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'Once enabled, you can select any active recipient to be a direct link signing recipient, or create a new one. This recipient type cannot be edited or deleted.',
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},
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{
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title: 'Configure Direct Recipient',
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description:
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'Update the role and add fields as required for the direct recipient. The individual who uses the direct link will sign the document as the direct recipient.',
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},
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{
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title: 'Share the Link',
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description:
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'Once your template is set up, share the link anywhere you want. The person who opens the link will be able to enter their information in the direct link recipient field and complete any other fields assigned to them.',
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},
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{
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title: 'Document Creation',
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description:
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'After submission, a document will be automatically generated and added to your documents page. You will also receive a notification via email.',
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},
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];
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export const DIRECT_TEMPLATE_RECIPIENT_EMAIL = 'direct.link@documenso.com';
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export const DIRECT_TEMPLATE_RECIPIENT_NAME = 'Direct link recipient';
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