---
name: documenso-hello-world
description: |
  Create a minimal working Documenso example.
  Use when starting a new Documenso integration, testing your setup,
  or learning basic document signing patterns.
  Trigger with phrases like "documenso hello world", "documenso example",
  "documenso quick start", "simple documenso code", "first document".
allowed-tools: Read, Write, Edit
version: 1.0.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
compatible-with: claude-code, codex, openclaw
tags: [saas, documenso, testing]

---
# Documenso Hello World

## Overview

Minimal working example that creates a document, adds a recipient with a signature field, and sends it for signing — all in one script. Uses the Documenso TypeScript SDK (v2 API) with a Python equivalent.

## Prerequisites

- Completed `documenso-install-auth` setup
- Valid API key in `DOCUMENSO_API_KEY` environment variable
- A PDF file to upload (or generate a test one below)

## Instructions

### Step 1: Generate a Test PDF (Optional)

If you don't have a PDF handy:

```bash
npm install pdf-lib
```

```typescript
// generate-test-pdf.ts
import { PDFDocument, StandardFonts } from "pdf-lib";
import { writeFileSync } from "fs";

async function createTestPdf() {
  const pdf = PDFDocument.create();
  const page = (await pdf).addPage([612, 792]); // US Letter
  const font = await (await pdf).embedFont(StandardFonts.Helvetica);
  page.drawText("Please sign below:", { x: 50, y: 700, size: 16, font });
  const bytes = await (await pdf).save();
  writeFileSync("test-contract.pdf", bytes);
  console.log("Created test-contract.pdf");
}
createTestPdf();
```

### Step 2: Complete Signing Workflow (TypeScript)

```typescript
// documenso-hello.ts
import { Documenso } from "@documenso/sdk-typescript";
import { readFileSync } from "fs";

async function main() {
  const client = new Documenso({
    apiKey: process.env.DOCUMENSO_API_KEY!,
  });

  // 1. Create a document
  const doc = await client.documents.createV0({
    title: "Hello World Contract",
  });
  console.log(`Document created: ID ${doc.documentId}`);

  // 2. Upload the PDF
  const pdfBuffer = readFileSync("test-contract.pdf");
  await client.documents.setFileV0(doc.documentId, {
    file: new Blob([pdfBuffer], { type: "application/pdf" }),
  });

  // 3. Add a recipient (signer)
  const recipient = await client.documentsRecipients.createV0(doc.documentId, {
    email: "signer@example.com",
    name: "Jane Doe",
    role: "SIGNER",
  });
  console.log(`Recipient added: ${recipient.recipientId}`);

  // 4. Add a signature field at specific coordinates
  await client.documentsFields.createV0(doc.documentId, {
    recipientId: recipient.recipientId,
    type: "SIGNATURE",
    pageNumber: 1,
    pageX: 50,    // X position (left offset, percentage-based 0-100)
    pageY: 80,    // Y position (top offset, percentage-based 0-100)
    pageWidth: 30, // Width as percentage of page
    pageHeight: 5, // Height as percentage of page
  });

  // 5. Send for signing
  await client.documents.sendV0(doc.documentId);
  console.log("Document sent for signing!");
}

main().catch(console.error);
```

Run: `npx tsx documenso-hello.ts`

### Step 3: Python Equivalent

```python
# documenso_hello.py
import os
from documenso_sdk_python import Documenso

client = Documenso(api_key=os.environ["DOCUMENSO_API_KEY"])

# Create document
doc = client.documents.create_v0(title="Hello World Contract")
print(f"Document created: ID {doc.document_id}")

# Upload PDF
with open("test-contract.pdf", "rb") as f:
    client.documents.set_file_v0(doc.document_id, file=f.read())

# Add recipient
recipient = client.documents_recipients.create_v0(
    doc.document_id,
    email="signer@example.com",
    name="Jane Doe",
    role="SIGNER",
)

# Add signature field
client.documents_fields.create_v0(
    doc.document_id,
    recipient_id=recipient.recipient_id,
    type="SIGNATURE",
    page_number=1,
    page_x=50,
    page_y=80,
    page_width=30,
    page_height=5,
)

# Send for signing
client.documents.send_v0(doc.document_id)
print("Document sent for signing!")
```

### Step 4: REST API Equivalent (curl)

```bash
# Create document
DOC=$(curl -s -X POST "https://app.documenso.com/api/v1/documents" \
  -H "Authorization: Bearer $DOCUMENSO_API_KEY" \
  -F "title=Hello World Contract" \
  -F "file=@test-contract.pdf" | jq -r '.id')

# Add recipient
RECIP=$(curl -s -X POST "https://app.documenso.com/api/v1/documents/$DOC/recipients" \
  -H "Authorization: Bearer $DOCUMENSO_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"email":"signer@example.com","name":"Jane Doe","role":"SIGNER"}' \
  | jq -r '.id')

# Send
curl -s -X POST "https://app.documenso.com/api/v1/documents/$DOC/send" \
  -H "Authorization: Bearer $DOCUMENSO_API_KEY"
```

## Field Types Reference

| Type | Description | Common Use |
|------|-------------|------------|
| `SIGNATURE` | Electronic signature capture | Contract signing |
| `FREE_SIGNATURE` | Hand-drawn / upload signature | Notarized documents |
| `INITIALS` | Initials field | Page-by-page acknowledgment |
| `NAME` | Auto-filled full name | Identity confirmation |
| `EMAIL` | Auto-filled email address | Contact verification |
| `DATE` | Date picker / auto-date | Timestamp of signing |
| `TEXT` | Free text input | Custom fields (title, address) |
| `NUMBER` | Numeric input | Amounts, quantities |
| `CHECKBOX` | Boolean check | Terms acceptance |
| `DROPDOWN` | Select from options | Role selection |
| `RADIO` | Radio button group | Single-choice options |

## Document Lifecycle

```
DRAFT → (send) → PENDING → (all sign) → COMPLETED
                          → (reject)  → REJECTED
       → (cancel) →                     CANCELLED
```

## Error Handling

| Error | Cause | Solution |
|-------|-------|----------|
| `401 Unauthorized` | Invalid or missing API key | Verify `DOCUMENSO_API_KEY` is set |
| `File too large` | PDF exceeds upload limit | Compress PDF or check plan limits |
| `Invalid field position` | pageX/pageY out of range | Use 0-100 range (percentage-based) |
| `Recipient exists` | Duplicate email on document | Update existing recipient instead |
| `Cannot send DRAFT` | Missing required fields | Add at least one recipient + field |

## Resources

- [Documenso Getting Started](https://docs.documenso.com/developers)
- [TypeScript SDK Docs](https://github.com/documenso/sdk-typescript)
- [API Reference (OpenAPI)](https://openapi.documenso.com/)
- [Field Types Documentation](https://docs.documenso.com/users/documents/fields)

## Next Steps

Proceed to `documenso-local-dev-loop` for development workflow setup or `documenso-core-workflow-a` for production document management.



---
Source attribution: Jeremy Longshore <jeremy@intentsolutions.io>
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills
License: MIT
License information: https://opensource.org/license/mit
Original upstream instructions; downloaded from Mega AI Hub.

## Upstream license notice

MIT License

Copyright (c) 2026 SkillsHub Contributors

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: Jeremy Longshore <jeremy@intentsolutions.io>
Original project: https://github.com/jeremylongshore/claude-code-plugins-plus-skills
Attribution basis: Original repository namespace preserved by package mirror

Fields of work: Sales
Roles: Customer Success Manager, Sales Engineer, Sales Development Rep (SDR)
Specialties: API, Testing
Tools: Documenso
Country applicability: Country not specified
Classification basis: Source catalog labels
Instruction SHA-256: d9c9d23bfa1470132c3dc66c37e21d4d3b2a4895a7692d6a1fb334b92659a94b
Metadata reviewed: 2026-10-27
This metadata supersedes earlier Mega AI Hub catalog attribution. Original instruction and supporting files are preserved.
