#42 — E-sign templates + field placement (make signatures usable)
From Daniel's walkthrough: signatures are confusing on both firm and client side — how do you set up templates, create a document to sign, and add fields to fill?
What exists today (works, but bare): staff pick a client + a PDF (existing doc or upload), tick the signer contacts, hit Send; Documenso auto-places ONE signature field on page 1 per signer; the client gets a hosted Documenso signing link from the portal.
What's missing (this slice): (1) reusable templates — save a document + its field layout once, reuse per client; (2) a field-placement UI — drag signature/date/initials/text fields onto pages, per signer; (3) signing-order and role controls. Documenso has template + field APIs we can drive from our staff UI, keeping the client experience native.
Also fixes to fold in: the embedded-signing completion listener still listens for DocuSeal postMessages (latent bug), and signing mode is hard-coded to hosted.
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·about 2 months agoReconciliation 2026-07-16 (agent): SHIPPED — closing. E-sign templates + field placement are fully built: reusable templates (apps/web/modules/esign/api/signatureTemplates.ts + save-template-dialog/template-picker), drag field-placement editor (editor-model.ts + field-box.tsx), signing order (parallel|sequential), embedded signing default. Delivered across ADR 0038 slices 1-4.
·about 2 months agoStatus 2026-07-07: the field-placement half shipped as ADR 0038 slices 1-4 — native drag/click field authoring on the PDF (signature/initial/date/text/checkbox/radio/dropdown), field settings (options, prefill from client data, required/read-only), AcroForm auto-import, opt-in AI field detection, staff preview, embedded portal signing with sequential order. Remaining from this request: the reusable templates library (ADR 0036 — persist layouts + signer roles, CPA starter pack) and the live Documenso proof of the new stack. Tracking: docs/roadmap/launch-truth-table.md (source of truth).
·2 months agoplanned
Closed during the 2026-08-23 GitHub migration: fully shipped across ADR 0038 slices 1-4 — reusable templates, drag field placement, signing order, embedded signing; confirmed by the 2026-07-16 reconciliation.