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feat: add direct templates links #1165

Merged
merged 25 commits into from
Jun 2, 2024
Merged

feat: add direct templates links #1165

merged 25 commits into from
Jun 2, 2024

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dguyen
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@dguyen dguyen commented May 18, 2024

Description

Direct templates links is a feature that provides template owners the ability to allow users to create documents based of their templates.

General outline

This works by allowing the template owner to configure a "direct recipient" in the template.

When a user opens the direct link to the template, it will create a flow where they sign the fields configured by the template owner for the direct recipient. After these fields are signed the following will occur:

  • A document will be created where the owner is the template owner
  • The direct recipient fields will be signed
  • The document will be sent to any other recipients configured in the template
  • If there are none the document will be immediately completed

Notes

There's a custom prisma migration to migrate all documents to have 'DOCUMENT' as the source, then sets the column to required.

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@github-actions github-actions bot added apps: web Issues related to the webapp 🚨 migrations 🚨 apps: marketing Issues related to website or marketing app pkg: ee changes labels May 18, 2024
Mythie
Mythie previously approved these changes May 31, 2024
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@Mythie Mythie left a comment

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Approving for now but we really will need to come back to this mess (in a good way) 😿

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