documenso-core-workflow-b

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".

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Repository: ComeOnOliver/skillshub
Last source activity: March 23, 2026 at 17:43
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name	documenso-core-workflow-b
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	1.0.0
license	MIT
author	Jeremy Longshore <jeremy@intentsolutions.io>
compatible-with	claude-code, codex, openclaw
tags	["saas","documenso","workflow"]

Documenso Core Workflow B: Templates & Direct Signing

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:

Navigate to Templates in the sidebar.
Click Create Template and upload a PDF.
Add placeholder recipients (e.g., "Signer 1", "Approver") — these become roles that get filled when creating documents from the template.
Place fields on the PDF and assign them to placeholder recipients.
Save the template and note the template ID from the URL.

Step 2: Create Document from Template (v1 REST API)

// 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",
          : ,
          : ,
        },
      ],
      
      : [
        { : , :  },
        { : , :  },
      ],
    }),
  }
);

  =  res.();
.();

// 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;
}

https://app.documenso.com/sign/direct/{token}

<iframe
  src="https://app.documenso.com/sign/direct/abc123token"
  width="100%"
  height="800"
  frameborder="0"
  allow="clipboard-write"
></iframe>

npm install @documenso/embed-react

// DirectSigningPage.tsx
import { EmbedDirectTemplate } from "@documenso/embed-react";

export function DirectSigningPage() {
  return (
    <EmbedDirectTemplate
      token="your-direct-link-token"
      host="https://app.documenso.com"
      // Pre-fill recipient data
      name="Jane Doe"
      email="jane@example.com"
      // Lock pre-filled fields so signer can't change them
      lockName={true}
      lockEmail={true}
      // Callbacks
      onDocumentReady={() => console.log("Document loaded")}
      onDocumentCompleted={() => console.log("Signing complete!")}
      onDocumentError={(err) => console.error("Error:", err)}
    />
  );
}

import { EmbedCreateDocument } from "@documenso/embed-react";

export function CreateDocumentPage() {
  return (
    <EmbedCreateDocument
      presignToken="presign-token-from-api"
      host="https://app.documenso.com"
      onDocumentCreated={(doc) => {
        console.log(`Document ${doc.documentId} created`);
      }}
    />
  );
}

// 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 }),
});

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	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