Documenso Core Workflow A: Document Creation & Recipients

Overview

Complete workflow for creating documents, managing recipients, and configuring signature fields in Documenso.

Prerequisites

• Completed documenso-install-auth setup

• Understanding of documenso-sdk-patterns

• PDF file ready for signing

Instructions

Step 1: Instructions

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

Step 2: Recipient Roles

Implement recipient roles.

Step 3: Field Positioning Tips

Implement field positioning tips.

For detailed implementation code and configurations, load the reference guide: Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)

Output

• Instructions

• Recipient Roles

• Field Positioning Tips

Error Handling

Error Cause Solution

Document not found Invalid ID Verify document exists

Recipient exists Duplicate email Update existing recipient

Invalid field position Off-page coordinates Check page dimensions

Cannot modify sent doc Document already sent Create new version

File too large PDF exceeds limit Compress or split PDF

Resources

• Documents API

• Recipients API

• Fields API

Next Steps

For template-based workflows, see documenso-core-workflow-b .

Examples

Basic usage: Apply documenso core workflow a to a standard project setup with default configuration options.

Advanced scenario: Customize documenso core workflow a for production environments with multiple constraints and team-specific requirements.