documenso-core-workflow-b

Documenso Core Workflow B: Templates & Direct Signing

Overview

Create reusable templates, generate documents from templates, and implement direct signing experiences with Documenso.

Prerequisites

Instructions

Step 1: Instructions

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

Step 2: Template Workflow Patterns

// 1. Create template once

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

Output

Error Handling

Error Cause Solution

Template not found Invalid ID or deleted Verify template exists

Recipient mismatch Wrong number of recipients Match template roles

Field not found Invalid field ID for prefill Get field IDs from template

Direct link disabled Feature not enabled Enable in template settings

Duplicate failed Template in use Try with different title

Resources

Next Steps

For error handling patterns, see documenso-common-errors .

Examples

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

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

Source Transparency