documenso-core-workflow-b

# 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: 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) ```typescript // 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: [ { ema...