Documenso Core Workflow A: Document Creation & Recipients

Overview

Complete workflow for creating documents, managing recipients, and configuring signature fields in Documenso.

Prerequisites

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

Instructions

Step 1: Instructions

import { Documenso } from "@documenso/sdk-typescript";

Step 2: Recipient Roles

Implement recipient roles.

Step 3: Field Positioning Tips

Implement field positioning tips.

For detailed implementation code and configurations, load the reference guide: Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)

Output

• Instructions
• Recipient Roles
• Field Positioning Tips

Error Handling

Error	Cause	Solution
Document not found	Invalid ID	Verify document exists
Recipient exists	Duplicate email	Update existing recipient
Invalid field position	Off-page coordinates	Check page dimensions
Cannot modify sent doc	Document already sent	Create new version
File too large	PDF exceeds limit	Compress or split PDF

Resources

• Documents API
• Recipients API
• Fields API

Next Steps

For template-based workflows, see documenso-core-workflow-b.

Examples

Basic usage: Apply documenso core workflow a to a standard project setup with default configuration options.

Advanced scenario: Customize documenso core workflow a for production environments with multiple constraints and team-specific requirements.