Individual skill
documenso-core-workflow-b
Implement Documenso template-based workflows and direct signing links. Use when creating reusable templates, generating documents from templates, or implementing direct signing experiences. Trigger with phrases like "documenso template", "signing link", "direct template", "reusable document", "template workflow".
skills/.curated/documenso-core-workflow-b/SKILL.md
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- ai Repository topic
- automation Repository topic
- claude-code Repository topic
- devops Repository topic
- mcp Repository topic
- ai-agents Repository topic
- anthropic Repository topic
- claude-code-plugins Repository topic
- developer-tools Repository topic
- llm Repository topic
- saas Declared skill tag
- documenso Declared skill tag
- workflow Declared skill tag
- engineering Derived category
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# 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.
