mirror of https://github.com/docusealco/docuseal
You can not select more than 25 topics
Topics must start with a letter or number, can include dashes ('-') and can be up to 35 characters long.
525 lines
15 KiB
525 lines
15 KiB
# React Form Builder
|
|
|
|
### Example Code
|
|
|
|
```react
|
|
import React, { useState, useEffect } from 'react';
|
|
import { DocusealBuilder } from '@docuseal/react'
|
|
|
|
const App = () => {
|
|
const [token, setToken] = useState();
|
|
|
|
useEffect(() => {
|
|
fetch('/api/docuseal/builder_token', {
|
|
method: 'POST',
|
|
})
|
|
.then((response) => response.json())
|
|
.then((data) => {
|
|
setToken(data.token);
|
|
});
|
|
}, []);
|
|
|
|
return token && <DocusealBuilder token={token} />;
|
|
};
|
|
|
|
```
|
|
|
|
```javascript
|
|
const jwt = require('jsonwebtoken');
|
|
|
|
const token = jwt.sign({
|
|
user_email: '{{admin_user_email}}',
|
|
integration_email: '{{signer_email}}',
|
|
external_id: 'TestForm123',
|
|
name: 'Integration W-9 Test Form',
|
|
document_urls: ['https://www.irs.gov/pub/irs-pdf/fw9.pdf'],
|
|
}, '{{api_key}}');
|
|
|
|
```
|
|
|
|
### Attributes
|
|
|
|
```json
|
|
{
|
|
"token": {
|
|
"type": "string",
|
|
"doc_type": "object",
|
|
"description": "JSON Web Token (JWT HS256) with a payload signed using the API key. <br><b>Ensure that the JWT token is generated on the backend to prevent unauthorized access to your documents</b>.",
|
|
"required": true,
|
|
"properties": {
|
|
"user_email": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Email of the owner of the API signing key - admin user email."
|
|
},
|
|
"integration_email": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Email of the user to create a template for.",
|
|
"example": "signer@example.com"
|
|
},
|
|
"template_id": {
|
|
"type": "number",
|
|
"required": false,
|
|
"description": "ID of the template to open in the form builder. Optional when `document_urls` are specified."
|
|
},
|
|
"external_id": {
|
|
"type": "string",
|
|
"description": "Your application-specific unique string key to identify this template within your app.",
|
|
"required": false
|
|
},
|
|
"folder_name": {
|
|
"type": "string",
|
|
"description": "The folder name in which the template should be created.",
|
|
"required": false
|
|
},
|
|
"document_urls": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "An Array of URLs with PDF files to open in the form builder. Optional when `template_id` is specified.",
|
|
"example": "['https://www.irs.gov/pub/irs-pdf/fw9.pdf']"
|
|
},
|
|
"name": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "New template name when creating a template with document_urls specified.",
|
|
"example": "Integration W-9 Test Form"
|
|
},
|
|
"extract_fields": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"description": "Pass `false` to disable automatic PDF form fields extraction. PDF fields are automatically added by default."
|
|
}
|
|
}
|
|
},
|
|
"host": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "DocuSeal host domain name. Only use this attribute if you are using the on-premises DocuSeal installation or docuseal.eu Cloud.",
|
|
"example": "yourdomain.com"
|
|
},
|
|
"customButton": {
|
|
"type": "object",
|
|
"required": false,
|
|
"description": "Custom button will be displayed on the top right corner of the form builder.",
|
|
"properties": {
|
|
"title": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Custom button title."
|
|
},
|
|
"url": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Custom button URL. Only absolute URLs are supported."
|
|
}
|
|
}
|
|
},
|
|
"roles": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "Submitter role names to be used by default in the form."
|
|
},
|
|
"fieldTypes": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "Field type names to be used in the form builder. All field types are used by default.",
|
|
"enum": [
|
|
"heading",
|
|
"text",
|
|
"signature",
|
|
"initials",
|
|
"date",
|
|
"datenow",
|
|
"number",
|
|
"image",
|
|
"checkbox",
|
|
"multiple",
|
|
"file",
|
|
"radio",
|
|
"select",
|
|
"cells",
|
|
"stamp",
|
|
"payment",
|
|
"phone",
|
|
"verification"
|
|
]
|
|
},
|
|
"drawFieldType": {
|
|
"type": "string",
|
|
"required": false,
|
|
"default": "text",
|
|
"description": "Field type to be used by default with the field drawing tool.",
|
|
"example": "signature"
|
|
},
|
|
"fields": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "An array of default custom field properties with `name` to be added to the document.",
|
|
"items": {
|
|
"type": "object",
|
|
"properties": {
|
|
"name": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Field name."
|
|
},
|
|
"type": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field type.",
|
|
"enum": [
|
|
"heading",
|
|
"text",
|
|
"signature",
|
|
"initials",
|
|
"date",
|
|
"number",
|
|
"image",
|
|
"checkbox",
|
|
"multiple",
|
|
"file",
|
|
"radio",
|
|
"select",
|
|
"cells",
|
|
"stamp",
|
|
"payment",
|
|
"phone",
|
|
"verification"
|
|
]
|
|
},
|
|
"role": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Submitter role name for the field."
|
|
},
|
|
"default_value": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Default value of the field."
|
|
},
|
|
"title": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
|
|
},
|
|
"description": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field description displayed on the signing form. Supports Markdown."
|
|
},
|
|
"width": {
|
|
"type": "number",
|
|
"required": false,
|
|
"description": "Field width in pixels."
|
|
},
|
|
"height": {
|
|
"type": "number",
|
|
"required": false,
|
|
"description": "Field height in pixels."
|
|
},
|
|
"format": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field format. Depends on the field type."
|
|
},
|
|
"options": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "Field options. Required for the select field type."
|
|
},
|
|
"validation": {
|
|
"type": "object",
|
|
"required": false,
|
|
"description": "Field validation rules.",
|
|
"properties": {
|
|
"pattern": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field pattern.",
|
|
"example": "^[0-9]{5}$"
|
|
},
|
|
"message": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Validation error message."
|
|
}
|
|
}
|
|
}
|
|
}
|
|
}
|
|
},
|
|
"submitters": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "An array of default submitters with `role` name to be added to the document.",
|
|
"items": {
|
|
"type": "object",
|
|
"properties": {
|
|
"email": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Submitter email."
|
|
},
|
|
"role": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Submitter role name."
|
|
},
|
|
"name": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Submitter name."
|
|
},
|
|
"phone": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Submitter phone number, formatted according to the E.164 standard."
|
|
}
|
|
}
|
|
}
|
|
},
|
|
"requiredFields": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "An array of default required custom field properties with `name` that should be added to the document.",
|
|
"items": {
|
|
"type": "object",
|
|
"properties": {
|
|
"name": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Field name."
|
|
},
|
|
"type": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field type.",
|
|
"enum": [
|
|
"heading",
|
|
"text",
|
|
"signature",
|
|
"initials",
|
|
"date",
|
|
"number",
|
|
"image",
|
|
"checkbox",
|
|
"multiple",
|
|
"file",
|
|
"radio",
|
|
"select",
|
|
"cells",
|
|
"stamp",
|
|
"payment",
|
|
"phone",
|
|
"verification"
|
|
]
|
|
},
|
|
"role": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Submitter role name for the field."
|
|
},
|
|
"default_value": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Default value of the field."
|
|
},
|
|
"title": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field title displayed to the user instead of the name, shown on the signing form. Supports Markdown."
|
|
},
|
|
"description": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field description displayed on the signing form. Supports Markdown."
|
|
},
|
|
"width": {
|
|
"type": "number",
|
|
"required": false,
|
|
"description": "Field width in pixels."
|
|
},
|
|
"height": {
|
|
"type": "number",
|
|
"required": false,
|
|
"description": "Field height in pixels."
|
|
},
|
|
"format": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field format. Depends on the field type."
|
|
},
|
|
"options": {
|
|
"type": "array",
|
|
"required": false,
|
|
"description": "Field options. Required for the select field type."
|
|
},
|
|
"validation": {
|
|
"type": "object",
|
|
"required": false,
|
|
"description": "Field validation rules.",
|
|
"properties": {
|
|
"pattern": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Field pattern.",
|
|
"example": "^[0-9]{5}$"
|
|
},
|
|
"message": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Validation error message."
|
|
}
|
|
}
|
|
}
|
|
}
|
|
}
|
|
},
|
|
"emailMessage": {
|
|
"type": "object",
|
|
"required": false,
|
|
"description": "Email subject and body for the signature request.",
|
|
"properties": {
|
|
"subject": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Email subject for the signature request."
|
|
},
|
|
"body": {
|
|
"type": "string",
|
|
"required": true,
|
|
"description": "Email body for the signature request."
|
|
}
|
|
}
|
|
},
|
|
"withTitle": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": true,
|
|
"description": "Set `false` to remove document title from the builder."
|
|
},
|
|
"withSendButton": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": true,
|
|
"description": "Show the \"Send\" button."
|
|
},
|
|
"withUploadButton": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": true,
|
|
"description": "Show the \"Upload\" button."
|
|
},
|
|
"withAddPageButton": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": false,
|
|
"description": "Show the \"Add Blank Page\" button."
|
|
},
|
|
"withSignYourselfButton": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": true,
|
|
"description": "Show the \"Sign Yourself\" button."
|
|
},
|
|
"withDocumentsList": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": true,
|
|
"description": "Set `false` to now show the documents list on the left. Documents list is displayed by default."
|
|
},
|
|
"withFieldsList": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": true,
|
|
"description": "Set `false` to now show the fields list on the right. Fields list is displayed by default."
|
|
},
|
|
"withFieldPlaceholder": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": false,
|
|
"description": "Set `true` to display field name placeholders instead of the field type icons."
|
|
},
|
|
"onlyDefinedFields": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": false,
|
|
"description": "Allow to add fields only defined in the `fields` prop."
|
|
},
|
|
"preview": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": false,
|
|
"description": "Show template in preview mode without ability to edit it."
|
|
},
|
|
"autosave": {
|
|
"type": "boolean",
|
|
"required": false,
|
|
"default": true,
|
|
"description": "Set `false` to disable form changes autosaving."
|
|
},
|
|
"language": {
|
|
"type": "string",
|
|
"required": false,
|
|
"default": "en",
|
|
"description": "UI language, 'en', 'es', 'de', 'fr', 'pt', 'he', 'ar' languages are available."
|
|
},
|
|
"i18n": {
|
|
"type": "object",
|
|
"required": false,
|
|
"default": "{}",
|
|
"description": "Object that contains i18n keys to replace the default UI text with custom values. See <a href=\"https://github.com/docusealco/docuseal/blob/master/app/javascript/template_builder/i18n.js\" class=\"link\" target=\"_blank\" rel=\"nofollow\">template_builder/i18n.js</a> for available i18n keys."
|
|
},
|
|
"backgroundColor": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "The form builder background color. Only HEX color codes are supported.",
|
|
"example": "#ffffff"
|
|
},
|
|
"customCss": {
|
|
"type": "string",
|
|
"required": false,
|
|
"description": "Custom CSS styles to be applied to the form builder.",
|
|
"example": "#sign_yourself_button { background-color: #FFA500; }"
|
|
}
|
|
}
|
|
```
|
|
|
|
### Callback
|
|
|
|
```json
|
|
{
|
|
"onLoad": {
|
|
"type": "function",
|
|
"required": false,
|
|
"description": "Function to be called on loading the form builder template data.",
|
|
"example": "(data) => { console.log(data) }"
|
|
},
|
|
"onUpload": {
|
|
"type": "function",
|
|
"required": false,
|
|
"description": "Function to be called on uploading a document to the template.",
|
|
"example": "(data) => { console.log(data) }"
|
|
},
|
|
"onSend": {
|
|
"type": "function",
|
|
"required": false,
|
|
"description": "Function to be called on sending documents for signature to recipients.",
|
|
"example": "(data) => { console.log(data) }"
|
|
},
|
|
"onChange": {
|
|
"type": "function",
|
|
"required": false,
|
|
"description": "Function to be called when changes are made to the template form.",
|
|
"example": "(data) => { console.log(data) }"
|
|
},
|
|
"onSave": {
|
|
"type": "function",
|
|
"required": false,
|
|
"description": "Function to be called on saving changes of the template form.",
|
|
"example": "(data) => { console.log(data) }"
|
|
}
|
|
}
|
|
```
|