Documenso Core Workflow B: Templates & Direct Signing

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)

// The v1 API has a dedicated template endpoint
const templateId = 42; // From the dashboard URL

const res = await fetch(