documenso-core-workflow-a

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