Files
documenso/README.md
Catalin Pit 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

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- 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

14 KiB

Documenso Logo

The Open Source DocuSign Alternative.
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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.

Join us in creating the next generation of open trust infrastructure.

Recognition

Documenso - The open source DocuSign alternative | Product Hunt Documenso - The Open Source DocuSign Alternative. | Product Hunt

Community and Next Steps 🎯

We're currently working on a redesign of the application, including a revamp of the codebase, so Documenso can be more intuitive to use and robust to develop upon.

  • Check out the first source code release in this repository and test it.
  • Tell us what you think in the Discussions.
  • Join the Discord server for any questions and getting to know to other community members.
  • the repository to help us raise awareness.
  • Spread the word on Twitter that Documenso is working towards a more open signing tool.
  • Fix or create issues, that are needed for the first production release.

Contributing

Contact us

Contact us if you are interested in our Enterprise plan for large organizations that need extra flexibility and control.

Book us with Cal.com

Tech Stack

TypeScript NextJS Made with Prisma Tailwind CSS

Local Development

Requirements

To run Documenso locally, you will need

  • Node.js (v18 or above)
  • Postgres SQL Database
  • Docker (optional)

Developer Quickstart

Note

: This is a quickstart for developers. It assumes that you have both docker and docker-compose installed on your machine.

Want to get up and running quickly? Follow these steps:

  1. Fork this repository to your GitHub account.

After forking the repository, clone it to your local device by using the following command:

git clone https://github.com/<your-username>/documenso
  1. Set up your .env file using the recommendations in the .env.example file. Alternatively, just run cp .env.example .env to get started with our handpicked defaults.

  2. Run npm run dx in the root directory

    • This will spin up a postgres database and inbucket mailserver in a docker container.
  3. Run npm run dev in the root directory

  4. Want it even faster? Just use

npm run d

Access Points for Your Application

  1. App - http://localhost:3000

  2. Incoming Mail Access - http://localhost:9000

  3. Database Connection Details

    • Port: 54320
    • Connection: Use your favorite database client to connect using the provided port.
  4. S3 Storage Dashboard - http://localhost:9001

Developer Setup

Manual Setup

Follow these steps to setup Documenso on your local machine:

  1. Fork this repository to your GitHub account.

After forking the repository, clone it to your local device by using the following command:

git clone https://github.com/<your-username>/documenso
  1. Run npm i in the root directory

  2. Create your .env from the .env.example. You can use cp .env.example .env to get started with our handpicked defaults.

  3. Set the following environment variables:

    • NEXTAUTH_URL
    • NEXTAUTH_SECRET
    • NEXT_PUBLIC_WEBAPP_URL
    • NEXT_PUBLIC_MARKETING_URL
    • NEXT_PRIVATE_DATABASE_URL
    • NEXT_PRIVATE_DIRECT_DATABASE_URL
    • NEXT_PRIVATE_SMTP_FROM_NAME
    • NEXT_PRIVATE_SMTP_FROM_ADDRESS
  4. Create the database schema by running npm run prisma:migrate-dev

  5. Run npm run dev in the root directory to start

  6. Register a new user at http://localhost:3000/signup


  • Optional: Seed the database using npm run prisma:seed -w @documenso/prisma to create a test user and document.
  • Optional: Create your own signing certificate.

Run in Gitpod

  • Click below to launch a ready-to-use Gitpod workspace in your browser.

Open in Gitpod

Run in DevContainer

We support DevContainers for VSCode. Click here to get started.

Video walkthrough

If you're a visual learner and prefer to watch a video walkthrough of setting up Documenso locally, check out this video:

Watch the video

Docker

We provide a Docker container for Documenso, which is published on both DockerHub and GitHub Container Registry.

You can pull the Docker image from either of these registries and run it with your preferred container hosting provider.

Please note that you will need to provide environment variables for connecting to the database, mailserver, and so forth.

For detailed instructions on how to configure and run the Docker container, please refer to the Docker README in the docker directory.

Self Hosting

We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!

Please note that the below deployment methods are for v0.9, we will update these to v1.0 once it has been released.

Fetch, configure, and build

First, clone the code from Github:

git clone https://github.com/documenso/documenso.git

Then, inside the documenso folder, copy the example env file:

cp .env.example .env

The following environment variables must be set:

  • NEXTAUTH_URL
  • NEXTAUTH_SECRET
  • NEXT_PUBLIC_WEBAPP_URL
  • NEXT_PUBLIC_MARKETING_URL
  • NEXT_PRIVATE_DATABASE_URL
  • NEXT_PRIVATE_DIRECT_DATABASE_URL
  • NEXT_PRIVATE_SMTP_FROM_NAME
  • NEXT_PRIVATE_SMTP_FROM_ADDRESS

If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for both NEXTAUTH_URL and NEXT_PUBLIC_WEBAPP_URL variables!

Now you can install the dependencies and build it:

npm i
npm run build:web
npm run prisma:migrate-deploy

Finally, you can start it with:

npm run start

This will start the server on localhost:3000. For now, any reverse proxy can then do the frontend and SSL termination.

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.

Run as a service

You can use a systemd service file to run the app. Here is a simple example of the service running on port 3500 (using 3000 by default):

[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

Railway

Deploy on Railway

Render

Deploy to Render

Koyeb

Deploy to Koyeb

Troubleshooting

I'm not receiving any emails when using the developer quickstart.

When using the developer quickstart, an Inbucket server will be spun up in a docker container that will store all outgoing emails locally for you to view.

The Web UI can be found at http://localhost:9000, while the SMTP port will be on localhost:2500.

Support IPv6

If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Next.js start command

For local docker run

docker run -it documenso:latest npm run start -- -H ::

For k8s or docker-compose

containers:
  - name: documenso
    image: documenso:latest
    imagePullPolicy: IfNotPresent
    command:
      - npm
    args:
      - run
      - start
      - --
      - -H
      - '::'

I can't see environment variables in my package scripts.

Wrap your package script with the with:env script like such:

npm run with:env -- npm run myscript

The same can be done when using npx for one of the bin scripts:

npm run with:env -- npx myscript

This will load environment variables from your .env and .env.local files.

Repo Activity

Repository Activity