Agent skill · software engineering · jeremylongshore
documenso-core-workflow-b
Implement Documenso template-based workflows and direct signing links.
Why this skill is useful
Provides specific API commands and workflows for generating documents and signing links using the Documenso platform, which the AI wouldn't reliably generate on its own.
What it needs
Requires documenso account access. About 4k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Documenso Core Workflow B: Templates & Direct Signing Output A reviewed template/direct-signing workflow with role-limited access, lifecycle validation, and a safe disable/rollback action. A redacted receipt showing environment, document/template version, state transitions, and result. Examples Create a development template with synthetic fields and signer, verify role order, expiration, authentication, signing state, and callback behavior, then disable/archive the test document. Do not use real agreements or signer identity for the walkthrough, and stop promotion if authorization or lifecycle state differs from the review. 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) Step 3: Template Workflow Patterns Step 4: Direct Signing Links Direct links let anyone sign without receiving an email — perfect for public forms, walk-in signers, or embedded flows. Setup in Dashboard: 1. Open a template. 2. Click Direct Link in template settings. 3. Choose which recipient role the direct link signer fills. 4. Copy the generated URL. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/documenso-core-workflow-b--a79596