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jharrell authored Sep 3, 2024
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4 changes: 2 additions & 2 deletions .github/actions/cache-build/action.yml
Original file line number Diff line number Diff line change
Expand Up @@ -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:
Expand All @@ -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
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2 changes: 1 addition & 1 deletion .github/actions/node-install/action.yml
Original file line number Diff line number Diff line change
Expand Up @@ -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'
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4 changes: 2 additions & 2 deletions apps/documentation/package.json
Original file line number Diff line number Diff line change
Expand Up @@ -16,7 +16,7 @@
"@documenso/tailwind-config": "*",
"@documenso/trpc": "*",
"@documenso/ui": "*",
"next": "14.0.3",
"next": "14.2.6",
"next-plausible": "^3.12.0",
"nextra": "^2.13.4",
"nextra-theme-docs": "^2.13.4",
Expand All @@ -32,4 +32,4 @@
"tailwindcss": "^3.3.0",
"typescript": "^5"
}
}
}
84 changes: 42 additions & 42 deletions apps/documentation/pages/users/signing-documents/fields.mdx

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24 changes: 12 additions & 12 deletions apps/documentation/pages/users/signing-documents/index.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -18,17 +18,17 @@ The guide assumes you have a Documenso account. If you don't, you can create a f

Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Add a document" button. Select the document you want to upload and wait for the upload to complete.

![Documenso dashboard](public/document-signing/documenso-documents-dashboard.webp)
![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](public/document-signing/documenso-uploaded-document.webp)
![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](public/document-signing/documenso-uploaded-document-advanced-options.webp)
![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).

Expand All @@ -45,7 +45,7 @@ The available options are:
- **Require account** - The recipient must be signed in to view the document.
- **None** - The document can be accessed directly by the URL sent to the recipient.

![Document access settings in the Documenso dashboard](public/document-signing/documenso-enterprise-document-access.webp)
![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.
Expand All @@ -61,7 +61,7 @@ The available options are:
- **Require 2FA** - The recipient must have an account and 2FA enabled via their settings.
- **None** - No authentication required.

![Document recipient action authentication in the Documenso dashboard](public/document-signing/document-enterprise-recipient-action-authentication.webp)
![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.

Expand All @@ -75,11 +75,11 @@ Click the "+ Add Signer" button to add a new recipient. You can configure the re

You can choose any option from the ["Recipient Authentication"](#optional-recipient-authentication) section, or you can set it to "Inherit authentication method" to use the global action signing authentication method configured in the "General Settings" step.

![The required authentication method for a recipient](public/document-signing/documenso-document-recipient-authentication-method.webp)
![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](public/document-signing/documenso-document-recipient-role.webp)
![The recipient role](/document-signing/documenso-document-recipient-role.webp)

#### Roles

Expand All @@ -96,7 +96,7 @@ Documenso has 4 roles for recipients with different permissions and actions.

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](public/document-signing/documenso-document-fields.webp)
![The available field types in the Documenso dashboard](/document-signing/documenso-document-fields.webp)

The available field types are:

Expand All @@ -121,27 +121,27 @@ All fields can be placed anywhere on the document and resized as needed.

Signer Roles require at least 1 signature field. You will get an error message if you try to send a document without a signature field.

![Error message when trying to send a document without a signature field](public/document-signing/documenso-no-signature-field-found.webp)
![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](public/document-signing/documenso-document-email-settings.webp)
![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](public/document-signing/documenso-sign-email.webp)
![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](public/document-signing/documenso-signing-links.webp)
![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:

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16 changes: 8 additions & 8 deletions apps/documentation/pages/users/templates.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -10,15 +10,15 @@ Documenso allows you to create templates, which are reusable documents. Template

To create a new template, navigate to the ["Templates" page](https://app.documenso.com/templates) and click on the "New Template" button.

![Documenso template page](public/templates/documenso-template-page.webp)
![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](public/templates/documenso-template-page-upload-document.webp)
![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](public/templates/documenso-template-page-uploaded-document.webp)
![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.

Expand All @@ -28,15 +28,15 @@ When you send a document for signing, Documenso emails the recipients with a lin

Documenso uses a generic subject and message but also allows you to customize them for each document and template.

![Configuring the email options for the Documenso template](public/templates/documenso-template-page-uploaded-document-email-options.webp)
![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](public/templates/documenso-template-page-uploaded-document-advanced-options.webp)
![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).

Expand All @@ -50,7 +50,7 @@ You can add placeholders for the template recipients. Placeholders specify where

You can also add recipients directly to the template. Recipients are the people who will receive the document for signing.

![Adding placeholder recipients for the Documenso template](public/templates/documenso-template-recipients.webp)
![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.

Expand All @@ -70,7 +70,7 @@ Documenso provides the following field types:
- **Checkbox** - Collects multiple choices from the signer
- **Dropdown/Select** - Collects a single choice from a list of choices

![Adding fields for the Documenso template](public/templates/documenso-template-page-fields.webp)
![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.

Expand All @@ -85,7 +85,7 @@ Click on the "Use Template" button to create a new document from the template. B

After filling in the recipients, click the "Create Document" button to create the document in your account.

![Use an available Documenso template](public/templates/documenso-use-template.webp)
![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.

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29 changes: 11 additions & 18 deletions apps/marketing/package.json
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
{
"name": "@documenso/marketing",
"version": "1.7.0-rc.2",
"version": "1.7.0-rc.3",
"private": true,
"license": "AGPL-3.0",
"scripts": {
Expand All @@ -20,7 +20,8 @@
"@documenso/trpc": "*",
"@documenso/ui": "*",
"@hookform/resolvers": "^3.1.0",
"@lingui/react": "^4.11.1",
"@lingui/macro": "^4.11.3",
"@lingui/react": "^4.11.3",
"@openstatus/react": "^0.0.3",
"cmdk": "^0.2.1",
"contentlayer": "^0.3.4",
Expand All @@ -31,16 +32,16 @@
"lucide-react": "^0.279.0",
"luxon": "^3.4.0",
"micro": "^10.0.1",
"next": "14.0.3",
"next": "14.2.6",
"next-auth": "4.24.5",
"next-axiom": "^1.1.1",
"next-contentlayer": "^0.3.4",
"next-plausible": "^3.10.1",
"perfect-freehand": "^1.2.0",
"posthog-js": "^1.77.3",
"react": "18.2.0",
"react": "^18",
"react-confetti": "^6.1.0",
"react-dom": "18.2.0",
"react-dom": "^18",
"react-hook-form": "^7.43.9",
"react-icons": "^4.11.0",
"recharts": "^2.7.2",
Expand All @@ -49,18 +50,10 @@
"zod": "^3.22.4"
},
"devDependencies": {
"@lingui/loader": "^4.11.1",
"@lingui/swc-plugin": "4.0.6",
"@lingui/loader": "^4.11.3",
"@lingui/swc-plugin": "4.0.8",
"@types/node": "20.1.0",
"@types/react": "18.2.18",
"@types/react-dom": "18.2.7"
},
"overrides": {
"next-auth": {
"next": "$next"
},
"next-contentlayer": {
"next": "$next"
}
"@types/react": "^18",
"@types/react-dom": "^18"
}
}
}
29 changes: 11 additions & 18 deletions apps/web/package.json
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
{
"name": "@documenso/web",
"version": "1.7.0-rc.2",
"version": "1.7.0-rc.3",
"private": true,
"license": "AGPL-3.0",
"scripts": {
Expand All @@ -23,7 +23,8 @@
"@documenso/trpc": "*",
"@documenso/ui": "*",
"@hookform/resolvers": "^3.1.0",
"@lingui/react": "^4.11.1",
"@lingui/macro": "^4.11.3",
"@lingui/react": "^4.11.3",
"@simplewebauthn/browser": "^9.0.1",
"@simplewebauthn/server": "^9.0.3",
"@tanstack/react-query": "^4.29.5",
Expand All @@ -34,7 +35,7 @@
"lucide-react": "^0.279.0",
"luxon": "^3.4.0",
"micro": "^10.0.1",
"next": "14.0.3",
"next": "14.2.6",
"next-auth": "4.24.5",
"next-axiom": "^1.1.1",
"next-plausible": "^3.10.1",
Expand All @@ -43,8 +44,8 @@
"perfect-freehand": "^1.2.0",
"posthog-js": "^1.75.3",
"posthog-node": "^3.1.1",
"react": "18.2.0",
"react-dom": "18.2.0",
"react": "^18",
"react-dom": "^18",
"react-dropzone": "^14.2.3",
"react-hook-form": "^7.43.9",
"react-hotkeys-hook": "^4.4.1",
Expand All @@ -60,24 +61,16 @@
},
"devDependencies": {
"@documenso/tailwind-config": "*",
"@lingui/loader": "^4.11.1",
"@lingui/swc-plugin": "4.0.6",
"@lingui/loader": "^4.11.3",
"@lingui/swc-plugin": "4.0.8",
"@simplewebauthn/types": "^9.0.1",
"@types/formidable": "^2.0.6",
"@types/luxon": "^3.3.1",
"@types/node": "20.1.0",
"@types/papaparse": "^5.3.14",
"@types/react": "18.2.18",
"@types/react-dom": "18.2.7",
"@types/react": "^18",
"@types/react-dom": "^18",
"@types/ua-parser-js": "^0.7.39",
"typescript": "5.2.2"
},
"overrides": {
"next-auth": {
"next": "$next"
},
"next-contentlayer": {
"next": "$next"
}
}
}
}
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