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feat: allow add myself feature for embeds#2754

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Mythie merged 1 commit into
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feat/allow-add-myself-on-embeds
May 4, 2026
Merged

feat: allow add myself feature for embeds#2754
Mythie merged 1 commit into
mainfrom
feat/allow-add-myself-on-embeds

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@dguyen
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@dguyen dguyen commented May 1, 2026

Description

Update embed envelope authoring to allow a "user" prop.

Passing in a user prop will enable the "Add Myself" feature.

The required PR changes on the embed repo side are here documenso/embeds#73

Copilot AI review requested due to automatic review settings May 1, 2026 05:50
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@github-actions github-actions Bot added type: documentation Improvements or additions to documentation apps: web Issues related to the webapp labels May 1, 2026
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Pull request overview

Adds support for passing “current user” details into the embedded v2 authoring experience so the UI can offer an “Add Myself” recipient shortcut when authoring via embeds (coordinated with embeds repo changes).

Changes:

  • Extend v2 embed authoring hash schemas/types to accept an optional user object (email, name).
  • Plumb embedAuthoringOptions.user into the embedded editor config for both create and edit embed routes.
  • Update the recipients UI to use embedded user info (when present) for “Add Myself”, and document the new prop.

Reviewed changes

Copilot reviewed 5 out of 5 changed files in this pull request and generated 3 comments.

Show a summary per file
File Description
packages/lib/types/envelope-editor.ts Adds user to embed authoring Zod schemas and to EnvelopeEditorConfig.embedded.
apps/remix/app/routes/embed+/v2+/authoring+/envelope.edit.$id.tsx Passes user into the embedded editor config for edit flow.
apps/remix/app/routes/embed+/v2+/authoring+/envelope.create._index.tsx Passes user into the embedded editor config for create flow.
apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx Uses embedded user to power the “Add Myself” behavior in embedded mode.
apps/docs/content/docs/developers/embedding/authoring/v2.mdx Documents the new user prop for v2 authoring components.

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customBrandingLogo: Boolean(teamSettings.brandingEnabled && teamSettings.brandingLogo),
user: embedAuthoringOptions.user,
}),
[token],
Comment on lines +223 to +228
user: z
.object({
email: z.string().email().optional(),
name: z.string().optional(),
})
.optional(),
brandingLogo,
user: embedAuthoringOptions.user,
}),
[token],
@Mythie Mythie merged commit 6a6ef8d into main May 4, 2026
19 checks passed
@Mythie Mythie deleted the feat/allow-add-myself-on-embeds branch May 4, 2026 05:05
NDCallahan pushed a commit to NDCallahan/documenso that referenced this pull request May 30, 2026
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3 participants