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

• 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

• Templates API
• Embedding Documentation
• Direct Templates

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.