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[PR #2272] [MERGED] feat: add delegate document ownership option #2171

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opened 2026-02-26 20:32:44 +03:00 by kerem · 0 comments

kerem commented

2026-02-26 20:32:44 +03:00

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📋 Pull Request Information

Original PR: https://github.com/documenso/documenso/pull/2272
Author: @catalinpit
Created: 12/3/2025
Status: ✅ Merged
Merged: 12/23/2025
Merged by: @Mythie

Base: main ← Head: feat/api-custom-document-owner

📝 Commits (7)

5deb59b feat: add delegate document ownership option to document preferences form
bb1b49e feat: implement delegated document ownership feature across settings and envelope creation
36a3142 feat: update DocumentLogsTable to include userId and display creator information in logs page
7004721 refactor: update document preferences form and clean up document information handling in logs page
7f1205c chore: clean document owner retrieval in logs page and improve error handling in envelope creation
e41f7fd chore: merged main
88a066b chore: tidy up variable names

📊 Changes

24 files changed (+693 additions, -484 deletions)

View changed files

📝 apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx (+9 -9)
📝 apps/remix/app/components/forms/document-preferences-form.tsx (+50 -0)
📝 apps/remix/app/components/forms/signin.tsx (+8 -8)
📝 apps/remix/app/components/tables/document-logs-table.tsx (+5 -2)
📝 apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx (+2 -0)
📝 apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.logs.tsx (+7 -6)
📝 apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.document.tsx (+2 -0)
📝 apps/remix/app/routes/_unauthenticated+/organisation.sso.confirmation.$token.tsx (+9 -9)
📝 package-lock.json (+461 -418)
📝 packages/lib/server-only/envelope/create-envelope.ts (+62 -1)
📝 packages/lib/types/document-audit-logs.ts (+14 -0)
📝 packages/lib/utils/document-audit-logs.ts (+7 -0)
📝 packages/lib/utils/organisations.ts (+1 -0)
📝 packages/lib/utils/teams.ts (+1 -0)
➕ packages/prisma/migrations/20251203095514_delegate_document_ownership/migration.sql (+5 -0)
📝 packages/prisma/schema.prisma (+6 -4)
📝 packages/trpc/server/envelope-router/create-envelope.ts (+2 -0)
📝 packages/trpc/server/envelope-router/create-envelope.types.ts (+5 -0)
📝 packages/trpc/server/organisation-router/update-organisation-settings.ts (+6 -0)
📝 packages/trpc/server/organisation-router/update-organisation-settings.types.ts (+1 -0)

...and 4 more files

📄 Description

Description

When using an API key created in a team context, the documents/templates’ owner always defaults to the team API token creator, rather than the actual uploader.

For example, John creates the API key for the team "Lawyers". Tom and Maria use the API key to upload documents. All the uploaded documents are attributed to John.

This makes it impossible to see who actually uploaded a document.

The new feature allows users to enable document ownership delegation from the organization/team settings.

Once the setting is enabled, a new document owner can be specified in the API request as follows:

{
  "title": "Delegated document",
  "type": "DOCUMENT",
  "delegatedDocumentOwner": "manager@documenso.com",
  "recipients": [
    {
      "email": "firstuser@mail.com",
      "name": "First User",
      "role": "SIGNER"
    },
    {
      "email": "seconduser@mail.com",
      "name": "Second User",
      "role": "SIGNER"
    },
    {
      "email": "thirduser@mail.com",
      "name": "Third User",
      "role": "SIGNER"
    }
  ]
}

The document ownership delegation is reflected in the audit log.

Checklist

I have tested these changes locally and they work as expected.
I have added/updated tests that prove the effectiveness of these changes.
I have updated the documentation to reflect these changes, if applicable.
I have followed the project's coding style guidelines.
I have addressed the code review feedback from the previous submission, if applicable.

_{🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.}

## 📋 Pull Request Information **Original PR:** https://github.com/documenso/documenso/pull/2272 **Author:** [@catalinpit](https://github.com/catalinpit) **Created:** 12/3/2025 **Status:** ✅ Merged **Merged:** 12/23/2025 **Merged by:** [@Mythie](https://github.com/Mythie) **Base:** `main` ← **Head:** `feat/api-custom-document-owner` --- ### 📝 Commits (7) - [`5deb59b`](https://github.com/documenso/documenso/commit/5deb59b6e0a90befda6572d24c085e2f2d1cee35) feat: add delegate document ownership option to document preferences form - [`bb1b49e`](https://github.com/documenso/documenso/commit/bb1b49e4e1f837dbb9060c61df8df896d724e5d6) feat: implement delegated document ownership feature across settings and envelope creation - [`36a3142`](https://github.com/documenso/documenso/commit/36a3142e295b17c5ed680ee0cfe6ffb1a1e6c510) feat: update DocumentLogsTable to include userId and display creator information in logs page - [`7004721`](https://github.com/documenso/documenso/commit/70047216088c08ef656aae4b0d46ac6852f58911) refactor: update document preferences form and clean up document information handling in logs page - [`7f1205c`](https://github.com/documenso/documenso/commit/7f1205c4698d4c0f755aea7f31d071f5efb0dc0b) chore: clean document owner retrieval in logs page and improve error handling in envelope creation - [`e41f7fd`](https://github.com/documenso/documenso/commit/e41f7fdc7806c6f75f76767ca81bc527d517c604) chore: merged main - [`88a066b`](https://github.com/documenso/documenso/commit/88a066b2042f7e7cd8b2aa0fb9d5203ca0d0b256) chore: tidy up variable names ### 📊 Changes **24 files changed** (+693 additions, -484 deletions) <details> <summary>View changed files</summary> 📝 `apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx` (+9 -9) 📝 `apps/remix/app/components/forms/document-preferences-form.tsx` (+50 -0) 📝 `apps/remix/app/components/forms/signin.tsx` (+8 -8) 📝 `apps/remix/app/components/tables/document-logs-table.tsx` (+5 -2) 📝 `apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx` (+2 -0) 📝 `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.logs.tsx` (+7 -6) 📝 `apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.document.tsx` (+2 -0) 📝 `apps/remix/app/routes/_unauthenticated+/organisation.sso.confirmation.$token.tsx` (+9 -9) 📝 `package-lock.json` (+461 -418) 📝 `packages/lib/server-only/envelope/create-envelope.ts` (+62 -1) 📝 `packages/lib/types/document-audit-logs.ts` (+14 -0) 📝 `packages/lib/utils/document-audit-logs.ts` (+7 -0) 📝 `packages/lib/utils/organisations.ts` (+1 -0) 📝 `packages/lib/utils/teams.ts` (+1 -0) ➕ `packages/prisma/migrations/20251203095514_delegate_document_ownership/migration.sql` (+5 -0) 📝 `packages/prisma/schema.prisma` (+6 -4) 📝 `packages/trpc/server/envelope-router/create-envelope.ts` (+2 -0) 📝 `packages/trpc/server/envelope-router/create-envelope.types.ts` (+5 -0) 📝 `packages/trpc/server/organisation-router/update-organisation-settings.ts` (+6 -0) 📝 `packages/trpc/server/organisation-router/update-organisation-settings.types.ts` (+1 -0) _...and 4 more files_ </details> ### 📄 Description ## Description When using an API key created in a team context, the documents/templates’ owner always defaults to the team API token creator, rather than the actual uploader. For example, John creates the API key for the team "Lawyers". Tom and Maria use the API key to upload documents. All the uploaded documents are attributed to John. This makes it impossible to see who actually uploaded a document. The new feature allows users to enable document ownership delegation from the organization/team settings. <img width="1494" height="860" alt="SCR-20251211-ntyq" src="https://github.com/user-attachments/assets/25dd317b-14d6-4a67-823c-53f3f9243beb" /> Once the setting is enabled, a new document owner can be specified in the API request as follows: ``` { "title": "Delegated document", "type": "DOCUMENT", "delegatedDocumentOwner": "manager@documenso.com", "recipients": [ { "email": "firstuser@mail.com", "name": "First User", "role": "SIGNER" }, { "email": "seconduser@mail.com", "name": "Second User", "role": "SIGNER" }, { "email": "thirduser@mail.com", "name": "Third User", "role": "SIGNER" } ] } ``` The document ownership delegation is reflected in the audit log. <img width="1495" height="861" alt="SCR-20251211-nxql" src="https://github.com/user-attachments/assets/5d162b9b-9daf-433c-9804-5b2b0cffbd18" /> ## Checklist   - [x] I have tested these changes locally and they work as expected. - [ ] I have added/updated tests that prove the effectiveness of these changes. - [ ] I have updated the documentation to reflect these changes, if applicable. - [x] I have followed the project's coding style guidelines. - [ ] I have addressed the code review feedback from the previous submission, if applicable. --- <sub>🔄 This issue represents a GitHub Pull Request. It cannot be merged through Gitea due to API limitations.</sub>

kerem

2026-02-26 20:32:44 +03:00

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