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

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.