micsapp Documenso Core Workflow B: Templates & Direct Signing
Overview
Create reusable templates, generate documents from templates, and implement direct signing experiences with Documenso.
Prerequisites
- Completed
documenso-core-workflow-a - Understanding of template-based document generation
- PDF template files ready
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
- Instructions
- Template Workflow Patterns
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.