--- name: documenso-core-workflow-b-9d7ff4f33454 description: 'Implement Documenso template-based workflows and direct signing links. Use when creating reusable templates, generating documents from templates, or implementing direct signing experiences. Trigger with phrases like "documenso template", "signing link", "direct template", "reusable document", "template workflow". ' allowed-tools: Read, Write, Edit version: 1.14.0 license: MIT author: Jeremy Longshore tags: - saas - documenso - workflow compatibility: Designed for Claude Code --- # Documenso Core Workflow B: Templates & Direct Signing ## Output - A reviewed template/direct-signing workflow with role-limited access, lifecycle validation, and a safe disable/rollback action. - A redacted receipt showing environment, document/template version, state transitions, and result. ## Examples Create a development template with synthetic fields and signer, verify role order, expiration, authentication, signing state, and callback behavior, then disable/archive the test document. Do not use real agreements or signer identity for the walkthrough, and stop promotion if authorization or lifecycle state differs from the review. ## Overview Create reusable templates, generate documents from templates with prefilled fields, and implement direct signing links for public/anonymous signers. Templates define the PDF, fields, and recipient roles once — then stamp out documents on demand. ## Prerequisites - Completed `documenso-core-workflow-a` - At least one PDF uploaded to Documenso as a template - Understanding of recipient roles and field types ## Instructions ### Step 1: Create a Template via Dashboard Templates are created in the Documenso UI: 1. Navigate to **Templates** in the sidebar. 2. Click **Create Template** and upload a PDF. 3. Add **placeholder recipients** (e.g., "Signer 1", "Approver") — these become roles that get filled when creating documents from the template. 4. Place fields on the PDF and assign them to placeholder recipients. 5. Save the template and note the **template ID** from the URL. ### Step 2: Create Document from Template (v1 REST API) ```typescript // The v1 API has a dedicated template endpoint const templateId = 42; // From the dashboard URL const res = await fetch( `https://app.documenso.com/api/v1/templates/${templateId}/create-document`, { method: "POST", headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`, "Content-Type": "application/json", }, body: JSON.stringify({ title: "Service Agreement — Acme Corp", recipients: [ { email: "ceo@acme.com", name: "Alice CEO", role: "SIGNER", }, ], // Optionally prefill fields by their IDs prefillFields: [ { id: "field_abc123", value: "2026-03-22" }, { id: "field_def456", value: "Acme Corporation" }, ], }), } ); const document = await res.json(); console.log(`Created document ${document.documentId} from template ${templateId}`); ``` ### Step 3: Template Workflow Patterns ```typescript // Pattern: Batch document generation from template async function generateContracts( templateId: number, clients: Array<{ email: string; name: string; company: string }> ) { const results = []; for (const client of clients) { const res = await fetch( `https://app.documenso.com/api/v1/templates/${templateId}/create-document`, { method: "POST", headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`, "Content-Type": "application/json", }, body: JSON.stringify({ title: `Service Agreement — ${client.company}`, recipients: [ { email: client.email, name: client.name, role: "SIGNER" }, ], }), } ); const doc = await res.json(); // Send immediately after creation await fetch( `https://app.documenso.com/api/v1/documents/${doc.documentId}/send`, { method: "POST", headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}` }, } ); results.push({ documentId: doc.documentId, client: client.email }); } return results; } ``` ### Step 4: Direct Signing Links Direct links let anyone sign without receiving an email — perfect for public forms, walk-in signers, or embedded flows. **Setup in Dashboard:** 1. Open a template. 2. Click **Direct Link** in template settings. 3. Choose which recipient role the direct link signer fills. 4. Copy the generated URL. **Direct Link URL format:** ``` https://app.documenso.com/sign/direct/{token} ``` **Embedding a Direct Link in an iframe:** ```html ``` ### Step 5: Embedded Signing with React ```bash npm install @documenso/embed-react ``` ```tsx // DirectSigningPage.tsx import { EmbedDirectTemplate } from "@documenso/embed-react"; export function DirectSigningPage() { return ( console.log("Document loaded")} onDocumentCompleted={() => console.log("Signing complete!")} onDocumentError={(err) => console.error("Error:", err)} /> ); } ``` ### Step 6: Embedded Authoring (Document Editor) Let users create and edit documents directly in your app: ```tsx import { EmbedCreateDocument } from "@documenso/embed-react"; export function CreateDocumentPage() { return ( { console.log(`Document ${doc.documentId} created`); }} /> ); } ``` Presign tokens are obtained from the API and expire after 1 hour by default. ### Step 7: v2 Envelope API (Multi-Document) The v2 API uses "envelopes" that can contain multiple documents: ```typescript // Create envelope with multipart/form-data const form = new FormData(); form.append("payload.title", "Multi-Doc Envelope"); form.append("payload.type", "DOCUMENT"); // or "TEMPLATE" form.append("files", pdfBlob1, "contract.pdf"); form.append("files", pdfBlob2, "appendix.pdf"); const envelope = await fetch("https://app.documenso.com/api/v2/envelope/create", { method: "POST", headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}` }, body: form, }); const { envelopeId } = await envelope.json(); // Distribute (send) the envelope await fetch("https://app.documenso.com/api/v2/envelope/distribute", { method: "POST", headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`, "Content-Type": "application/json", }, body: JSON.stringify({ envelopeId }), }); ``` ## Template vs Direct Document Comparison | Feature | Document (ad-hoc) | Template | Direct Link | |---------|-------------------|----------|-------------| | PDF upload | Every time | Once | Once (via template) | | Field placement | Every time | Once | Once (via template) | | Recipient known upfront | Yes | Yes | No | | Public/anonymous signing | No | No | Yes | | Batch generation | Manual | API call per client | N/A | | Embedding | SignDocument | DirectTemplate | iframe/embed | ## Error Handling | Error | Cause | Solution | |-------|-------|----------| | Template not found (404) | Invalid template ID or deleted | Verify ID in dashboard URL | | Recipient mismatch | Wrong number vs template roles | Match template's placeholder roles | | Field not found for prefill | Invalid `prefillFields[].id` | GET template first, inspect field IDs | | Direct link disabled | Feature not enabled on template | Enable in template settings | | Presign token expired | Token older than 1 hour | Request a new presign token | ## Resources - [Templates User Guide](https://docs.documenso.com/users/templates) - [Direct Link Signing](https://docs.documenso.com/users/direct-links) - [Embedding Documentation](https://docs.documenso.com/developers/embedding) - [React Embed SDK](https://docs.documenso.com/developers/embedding/react) - [v2 Envelope API](https://openapi.documenso.com/) ## Next Steps For error handling patterns, see `documenso-common-errors`. --- Source attribution: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/documenso-pack/skills/documenso-core-workflow-b/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Mega AI Hub. ## Upstream license notice MIT License Copyright (c) 2025 Jeremy Longshore Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Mega AI Hub resource metadata Creator / publisher: jeremylongshore Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/ab85a061f7bcc039dac13ee193de7a4cd4388571/plugins/saas-packs/documenso-pack/skills/documenso-core-workflow-b/SKILL.md Attribution basis: Source repository record Fields of work: Marketing, Sales Roles: Customer Success Manager, Product Marketer, Sales Operations Specialties: API, Design, Word Documents, Frontend, React Tools: Documenso Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: f48ea9d61fcb354485597f3807ec0bb2a7b264ec0dca9143a99c863479a49e92