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Agent skill

Documenso Core Workflow B

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Implement Documenso template-based workflows and direct signing links.

MITAuto-check passedDocuments & Office

Install Documenso Core Workflow B

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill documenso-core-workflow-b -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace documenso-core-workflow-b --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/.curated/documenso-core-workflow-b .claude/skills/documenso-core-workflow-b && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
documenso-core-workflow-b
GitHub stars
2.8k
Token cost
~2.2k tokens
SKILL.md length
479 words
Files
2 (incl. references)
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Implement Documenso template-based workflows and direct signing links.

  • Works in 7 steps: Create a Template via Dashboard → Create Document from Template (v1 REST… → Template Workflow Patterns → …
  • Creating reusable templates
  • SKILL.md covers Output, Examples, Overview and Prerequisites, plus 5 more sections
  • Calls npm; needs DOCUMENSO_API_KEY

What it does

Documenso Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. 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".

Its SKILL.md is about 2.2k tokens, which your agent loads only when the skill is triggered. The skill folder holds 2 other files, including reference files (for example `references/implementation-guide.md`). Compatibility notes: Designed for Claude Code

It sits in Documents & Office. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Creating reusable templates
  • Generating documents from templates
  • Implementing direct signing experiences
  • With phrases like documenso template

Example prompts

  • “documenso template”
  • “signing link”
  • “direct template”
  • “/documenso-core-workflow-b”

Requirements

  • Node.js
  • A credential in DOCUMENSO_API_KEY
  • Compatibility (from SKILL.md): Designed for Claude Code
  • Pre-approved tools (allowed-tools): Read, Write, Edit

Workflow steps

7 steps, taken from the step headings in SKILL.md.

  1. Create a Template via Dashboard
  2. Create Document from Template (v1 REST API)
  3. Template Workflow Patterns
  4. Direct Signing Links
  5. Embedded Signing with React
  6. Embedded Authoring (Document Editor)
  7. v2 Envelope API (Multi-Document)

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Write
    • Edit

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    Shell commands in SKILL.md call:

    • npm

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    Links to these hosts (documentation or services it may open):

    • docs.documenso.com
    • openapi.documenso.com

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names these keys or tokens, usually read from environment variables:

    • DOCUMENSO_API_KEY

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

  • Compatibility

    Designed for Claude Code

    From compatibility in the SKILL.md frontmatter.

Context cost

Documenso Core Workflow B loads about 2.2k tokens when it runs, and up to ~4.6k if it reads all its reference files. Until then it costs about 85 tokens; SKILL.md has 479 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~85
When it runs · the whole SKILL.md, loaded when a task matches
~2.2k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~4.6k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 479 words, ~2,152 tokens.

Download SKILL.mdSave it as .claude/skills/documenso-core-workflow-b/SKILL.md (or your agent's skills folder). This skill also uses 1 other file; get the full folder from GitHub.
name
documenso-core-workflow-b
description
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".
allowed-tools
Read, Write, Edit
compatibility
Designed for Claude Code
version
1.14.0
license
MIT
author
Jeremy Longshore <jeremy@intentsolutions.io>
tags
saas, documenso, workflow

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)
typescript
// The v1 API has a dedicated template endpoint
const templateId = 42; // From the dashboard URL

const res = await fetch(
  `https://app.documenso.com/api/v1/templates/${templateId}/create-document`,
  {
    method: "POST",
    headers: {
      Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`,
      "Content-Type": "application/json",
    },
    body: JSON.stringify({
      title: "Service Agreement — Acme Corp",
      recipients: [
        {
          email: "ceo@acme.com",
          name: "Alice CEO",
          role: "SIGNER",
        },
      ],
      // Optionally prefill fields by their IDs
      prefillFields: [
        { id: "field_abc123", value: "2026-03-22" },
        { id: "field_def456", value: "Acme Corporation" },
      ],
    }),
  }
);

const document = await res.json();
console.log(`Created document ${document.documentId} from template ${templateId}`);
Step 3: Template Workflow Patterns
typescript
// Pattern: Batch document generation from template
async function generateContracts(
  templateId: number,
  clients: Array<{ email: string; name: string; company: string }>
) {
  const results = [];

  for (const client of clients) {
    const res = await fetch(
      `https://app.documenso.com/api/v1/templates/${templateId}/create-document`,
      {
        method: "POST",
        headers: {
          Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`,
          "Content-Type": "application/json",
        },
        body: JSON.stringify({
          title: `Service Agreement — ${client.company}`,
          recipients: [
            { email: client.email, name: client.name, role: "SIGNER" },
          ],
        }),
      }
    );

    const doc = await res.json();

    // Send immediately after creation
    await fetch(
      `https://app.documenso.com/api/v1/documents/${doc.documentId}/send`,
      {
        method: "POST",
        headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}` },
      }
    );

    results.push({ documentId: doc.documentId, client: client.email });
  }

  return results;
}

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.

Direct Link URL format:

https://app.documenso.com/sign/direct/{token}

Embedding a Direct Link in an iframe:

html
<iframe
  src="https://app.documenso.com/sign/direct/abc123token"
  width="100%"
  height="800"
  frameborder="0"
  allow="clipboard-write"
></iframe>
Show full SKILL.md (193 more words)Show less
Step 5: Embedded Signing with React
bash
npm install @documenso/embed-react
tsx
// DirectSigningPage.tsx
import { EmbedDirectTemplate } from "@documenso/embed-react";

export function DirectSigningPage() {
  return (
    <EmbedDirectTemplate
      token="your-direct-link-token"
      host="https://app.documenso.com"
      // Pre-fill recipient data
      name="Jane Doe"
      email="jane@example.com"
      // Lock pre-filled fields so signer can't change them
      lockName={true}
      lockEmail={true}
      // Callbacks
      onDocumentReady={() => console.log("Document loaded")}
      onDocumentCompleted={() => console.log("Signing complete!")}
      onDocumentError={(err) => console.error("Error:", err)}
    />
  );
}
Step 6: Embedded Authoring (Document Editor)

Let users create and edit documents directly in your app:

tsx
import { EmbedCreateDocument } from "@documenso/embed-react";

export function CreateDocumentPage() {
  return (
    <EmbedCreateDocument
      presignToken="presign-token-from-api"
      host="https://app.documenso.com"
      onDocumentCreated={(doc) => {
        console.log(`Document ${doc.documentId} created`);
      }}
    />
  );
}

Presign tokens are obtained from the API and expire after 1 hour by default.

Step 7: v2 Envelope API (Multi-Document)

The v2 API uses "envelopes" that can contain multiple documents:

typescript
// Create envelope with multipart/form-data
const form = new FormData();
form.append("payload.title", "Multi-Doc Envelope");
form.append("payload.type", "DOCUMENT"); // or "TEMPLATE"
form.append("files", pdfBlob1, "contract.pdf");
form.append("files", pdfBlob2, "appendix.pdf");

const envelope = await fetch("https://app.documenso.com/api/v2/envelope/create", {
  method: "POST",
  headers: { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}` },
  body: form,
});

const { envelopeId } = await envelope.json();

// Distribute (send) the envelope
await fetch("https://app.documenso.com/api/v2/envelope/distribute", {
  method: "POST",
  headers: {
    Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`,
    "Content-Type": "application/json",
  },
  body: JSON.stringify({ envelopeId }),
});

Template vs Direct Document Comparison

FeatureDocument (ad-hoc)TemplateDirect Link
PDF uploadEvery timeOnceOnce (via template)
Field placementEvery timeOnceOnce (via template)
Recipient known upfrontYesYesNo
Public/anonymous signingNoNoYes
Batch generationManualAPI call per clientN/A
EmbeddingSignDocumentDirectTemplateiframe/embed

Error Handling

ErrorCauseSolution
Template not found (404)Invalid template ID or deletedVerify ID in dashboard URL
Recipient mismatchWrong number vs template rolesMatch template's placeholder roles
Field not found for prefillInvalid prefillFields[].idGET template first, inspect field IDs
Direct link disabledFeature not enabled on templateEnable in template settings
Presign token expiredToken older than 1 hourRequest a new presign token

Resources

Next Steps

For error handling patterns, see documenso-common-errors.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 1 other file (references) in skills/.curated/documenso-core-workflow-b of jeremylongshore/tons-of-skills-marketplace.

  • SKILL.md
  • references/implementation-guide.md

Open the folder on GitHubat commit cfae287

Compare with similar skills

Documenso Core Workflow B next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Documenso Core Workflow B compared with similar skills
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DOCXrvdbreemen/OTGW-firmware20733 repos~4.3kAutomated safety check: PassProprietary
Word Document Reader and WriterHKUDS/DeepTutor41k—~2.5kAutomated safety check: PassApache-2.0

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Categories

Questions about Documenso Core Workflow B

What does Documenso Core Workflow B do?

Implement Documenso template-based workflows and direct signing links. Documenso Core Workflow B is an agent skill from jeremylongshore/tons-of-skills-marketplace. Implement Documenso template-based workflows and direct signing links.

When should I use Documenso Core Workflow B?

Documenso Core Workflow B fits situations like: creating reusable templates; generating documents from templates; implementing direct signing experiences; with phrases like documenso template.

How do I install Documenso Core Workflow B in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill documenso-core-workflow-b -a claude-code`. Or copy the skill folder (skills/.curated/documenso-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/documenso-core-workflow-b in your project. Claude Code loads it when a task matches its description.

How do I install Documenso Core Workflow B in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill documenso-core-workflow-b -a codex`. Or copy the skill folder (skills/.curated/documenso-core-workflow-b in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/documenso-core-workflow-b in your project. Codex loads it when a task matches its description.

Can I use Documenso Core Workflow B in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill documenso-core-workflow-b -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/documenso-core-workflow-b, .gemini/skills/documenso-core-workflow-b, .github/skills/documenso-core-workflow-b and .opencode/skills/documenso-core-workflow-b in your project.

What does Documenso Core Workflow B need to run?

Going by SKILL.md and its folder, Documenso Core Workflow B needs the command-line tools its instructions call (npm) and credentials named DOCUMENSO_API_KEY. Our summary lists: Node.js; A credential in DOCUMENSO_API_KEY. Its frontmatter pre-approves these tools: Read, Write, Edit. Compatibility (from SKILL.md): Designed for Claude Code.

Does Documenso Core Workflow B access the network?

SKILL.md names 2 domains. As links in the text: docs.documenso.com and openapi.documenso.com. This is read from the text; nothing was executed.

Is Documenso Core Workflow B safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Documenso Core Workflow B use?

Documenso Core Workflow B is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Documenso Core Workflow B use?

About 2.2k tokens (SKILL.md is roughly 8.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 2.4k tokens, read only when the agent opens those files.

What are the alternatives to Documenso Core Workflow B?

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Who maintains Documenso Core Workflow B?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.