documenso-core-workflow-a

Implement Documenso document creation and recipient management workflows. Use when creating documents, managing recipients, adding signature fields, or building signing workflows with Documenso. Trigger with phrases like "documenso document", "create document", "add recipient", "documenso signer", "signature field".

Quality

82%

Does it follow best practices?

Impact

Pending

No eval scenarios have been run

Securityby

Passed

No known issues

Documenso Core Workflow A: Document Creation & Recipients

Overview

Complete workflow for creating documents, managing recipients with different roles, positioning fields, and controlling signing order. Covers both the SDK and v1 REST API for document-centric operations.

Prerequisites

Completed documenso-install-auth setup
Understanding of documenso-sdk-patterns
PDF file ready for signing

Instructions

Step 1: Create a Document with the SDK

import { Documenso } from "@documenso/sdk-typescript";
import { readFileSync } from "fs";

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

// Create document shell
const doc = await client.documents.createV0({
  title: "Service Agreement — Q1 2026",
});

// Upload PDF
const pdf = readFileSync("./contracts/service-agreement.pdf");
await client.documents.setFileV0(doc.documentId, {
  file: new Blob([pdf], { type: "application/pdf" }),
});

Step 2: Recipient Roles

Documenso supports these recipient roles:

Role	Behavior
`SIGNER`	Must complete all assigned fields to finish
`VIEWER`	Receives a copy but takes no action
`APPROVER`	Must approve before signers can proceed
`CC`	Receives a completed copy after all signatures

// Add multiple recipients with roles
const signer = await client.documentsRecipients.createV0(doc.documentId, {
  email: "ceo@acme.com",
  name: "Alice CEO",
  role: "SIGNER",
});

const approver = await client.documentsRecipients.createV0(doc.documentId, {
  email: "legal@acme.com",
  name: "Legal Team",
  role: "APPROVER",
});

const cc = await client.documentsRecipients.createV0(doc.documentId, {
  email: "records@acme.com",
  name: "Records",
  role: "CC",
});

Step 3: Signing Order

Control the sequence in which recipients act. Lower numbers go first.

// Sequential signing: legal approves, then CEO signs
await client.documentsRecipients.createV0(doc.documentId, {
  email: "legal@acme.com",
  name: "Legal",
  role: "APPROVER",
  signingOrder: 1, // Goes first
});

await client.documentsRecipients.createV0(doc.documentId, {
  email: "ceo@acme.com",
  name: "CEO",
  role: "SIGNER",
  signingOrder: 2, // Goes after legal approves
});

Step 4: Add Fields to Document

Field coordinates use percentage-based positioning (0-100 for both X and Y axes). The origin is the top-left corner of the page.

// Signature field — bottom of page 1
await client.documentsFields.createV0(doc.documentId, {
  recipientId: signer.recipientId,
  type: "SIGNATURE",
  pageNumber: 1,
  pageX: 10,      // 10% from left
  pageY: 85,      // 85% from top
  pageWidth: 30,  // 30% of page width
  pageHeight: 5,  // 5% of page height
});

// Date field — next to signature
await client.documentsFields.createV0(doc.documentId, {
  recipientId: signer.recipientId,
  type: "DATE",
  pageNumber: 1,
  pageX: 60,
  pageY: 85,
  pageWidth: 20,
  pageHeight: 3,
});

// Name field — auto-filled from recipient
await client.documentsFields.createV0(doc.documentId, {
  recipientId: signer.recipientId,
  type: "NAME",
  pageNumber: 1,
  pageX: 10,
  pageY: 78,
  pageWidth: 30,
  pageHeight: 3,
});

// Text field — custom input (e.g., title/position)
await client.documentsFields.createV0(doc.documentId, {
  recipientId: signer.recipientId,
  type: "TEXT",
  pageNumber: 1,
  pageX: 60,
  pageY: 78,
  pageWidth: 30,
  pageHeight: 3,
});

Step 5: Multi-Page Document with Multiple Signers

async function createMultiSignerContract(
  pdfPath: string,
  signers: Array<{ email: string; name: string; signPage: number }>
) {
  const client = new Documenso({ apiKey: process.env.DOCUMENSO_API_KEY! });
  const doc = await client.documents.createV0({ title: "Multi-Party Agreement" });
  const pdf = readFileSync(pdfPath);
  await client.documents.setFileV0(doc.documentId, {
    file: new Blob([pdf], { type: "application/pdf" }),
  });

  for (let i = 0; i < signers.length; i++) {
    const s = signers[i];
    const recip = await client.documentsRecipients.createV0(doc.documentId, {
      email: s.email,
      name: s.name,
      role: "SIGNER",
      signingOrder: i + 1,
    });

    // Each signer gets signature + date on their assigned page
    await client.documentsFields.createV0(doc.documentId, {
      recipientId: recip.recipientId,
      type: "SIGNATURE",
      pageNumber: s.signPage,
      pageX: 10, pageY: 80, pageWidth: 30, pageHeight: 5,
    });
    await client.documentsFields.createV0(doc.documentId, {
      recipientId: recip.recipientId,
      type: "DATE",
      pageNumber: s.signPage,
      pageX: 60, pageY: 80, pageWidth: 20, pageHeight: 3,
    });
  }

  await client.documents.sendV0(doc.documentId);
  return doc.documentId;
}

Step 6: Document Metadata and Settings

// v1 REST API: create document with metadata
const res = await fetch("https://app.documenso.com/api/v1/documents", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`,
  },
  body: (() => {
    const form = new FormData();
    form.append("title", "NDA — Confidential");
    form.append("file", new Blob([pdf], { type: "application/pdf" }));
    return form;
  })(),
});
const document = await res.json();

Step 7: Query and Filter Documents

// List documents with pagination
const { documents } = await client.documents.findV0({
  page: 1,
  perPage: 20,
  orderByColumn: "createdAt",
  orderByDirection: "desc",
});

// Get single document with all details
const detail = await client.documents.getV0(documentId);
console.log(`Status: ${detail.status}`);   // DRAFT | PENDING | COMPLETED
console.log(`Recipients: ${detail.recipients.length}`);
console.log(`Fields: ${detail.fields.length}`);

Document Status Flow

DRAFT ──send()──→ PENDING ──all sign──→ COMPLETED
                      │
                      ├──reject()──→ REJECTED
                      └──cancel()──→ CANCELLED

Only DRAFT documents can be modified (add recipients, fields, change PDF).

Error Handling

Error	HTTP	Cause	Solution
Document not found	404	Invalid document ID	Verify ID with `findV0()`
Recipient exists	400	Duplicate email on same doc	Update existing with `updateV0()`
Invalid field position	400	pageX/pageY > 100 or < 0	Use percentage values 0-100
Cannot modify sent doc	400	Document status is PENDING	Create new document or cancel first
File too large	413	PDF exceeds plan limit	Compress PDF (plan limits vary)

Resources

Next Steps

For template-based workflows and direct signing links, see documenso-core-workflow-b.

Repository: jeremylongshore/claude-code-plugins-plus-skills
Commit: 3a2d27d

Last updated: about 7 hours ago
Created: about 7 hours ago

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