Documenso Core Workflow A: Document Creation & Recipients

Output

• A role-limited document/recipient workflow with validated metadata, lifecycle, authorization, and redacted audit result.
• A safe disable/rollback path for an incorrect recipient, permission, or state transition.

Examples

Create a synthetic development document, assign a test recipient with the minimum required role, verify expiration/authentication/callback behavior, and archive it after the check. If role or recipient behavior is wrong, disable the workflow and correct it before promotion; do not substitute a real signer for the test.

Overview

Complete workflow for creating documents, managing recipients with different roles, positioning fields, and controlling signing order. Covers both the SDK and v1 REST API for document-centric operations.

Prerequisites

• Completed documenso-install-auth setup
• Understanding of documenso-sdk-patterns
• PDF file ready for signing