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Documenso Upload Guide

Documenso Template Upload Guide

Purpose: Manual upload instructions for ALAI AI Services legal templates to Documenso (sign.basicconsulting.no).

Date: 2026-05-01 | Prepared by: Lexicon

Templates to Upload

The following three templates must be uploaded as DRAFT templates ready for client signing:

  1. Mutual NDA (Gjensidig Taushetserklæring)
  2. Retainer Contract (Ramme-avtale)
  3. Data Processing Agreement (DPA)

Pre-Upload Preparation

Step 1: Convert Markdown to PDF

Use Pandoc or LibreOffice to convert .md files to .pdf:

# Using Pandoc (if installed)
pandoc ~/Public/legal/ai-services/MUTUAL-NDA-template-v1.md \
  -o ~/Public/legal/ai-services/MUTUAL-NDA-template-v1.pdf \
  --pdf-engine=xelatex \
  -V geometry:margin=2.5cm \
  -V fontsize=11pt

pandoc ~/Public/legal/ai-services/RETAINER-CONTRACT-template-v1.md \
  -o ~/Public/legal/ai-services/RETAINER-CONTRACT-template-v1.pdf \
  --pdf-engine=xelatex \
  -V geometry:margin=2.5cm \
  -V fontsize=11pt

pandoc ~/Public/legal/ai-services/DPA-template-v1.md \
  -o ~/Public/legal/ai-services/DPA-template-v1.pdf \
  --pdf-engine=xelatex \
  -V geometry:margin=2.5cm \
  -V fontsize=11pt

Alternative: Open .md files in text editor, copy content to Google Docs or LibreOffice, export as PDF.

Documenso Upload Workflow

Step 2: Log in to Documenso

  1. Navigate to: https://sign.basicconsulting.no
  2. Log in with ALAI admin credentials (use Bitwarden: bw get item "Documenso - sign.basicconsulting.no")

Step 3: Create Template (for each document)

For MUTUAL-NDA-template-v1.pdf:

  1. Click "Templates" in left sidebar
  2. Click "Create Template"
  3. Upload PDF: Select MUTUAL-NDA-template-v1.pdf
  4. Template Name: AI Services - Mutual NDA (NO/EN)
  5. Add Signature Fields:
    • Signer 1 (ALAI Holding AS):
      • Signature field at "For ALAI Holding AS" signature line
      • Name field at "Navn / Name" line
      • Date field at "Dato / Date" line
    • Signer 2 (Client):
      • Signature field at "For [PART_2_NAME]" signature line
      • Name field at "Navn / Name" line
      • Date field at "Dato / Date" line
  6. Add Text Fields for Variables:
    • [PART_2_NAME] — Text field at top (Part 2 section)
    • [PART_2_ORG_NUMBER] — Text field
    • [PART_2_ADDRESS] — Text field
    • [PART_2_CONTACT_PERSON] — Text field
    • [PART_2_EMAIL] — Email field
    • [BESKRIVELSE AV FORMÅL] — Large text area (NO version, section 2)
    • [DESCRIPTION OF PURPOSE] — Large text area (EN version, section 2)
  7. Save as Draft Template
  8. Test: Create a test submission to verify all fields populate correctly

Repeat for RETAINER-CONTRACT-template-v1.pdf:

  • Template Name: AI Services - Retainer Contract (NO/EN)
  • Variables: [KUNDE_NAVN], [KUNDE_ORG_NUMMER], [KUNDE_ADRESSE], [KUNDE_KONTAKTPERSON], [KUNDE_EPOST], [BELØP], [ANTALL], [TIMEPRIS]
  • Signature fields: ALAI + Client

Repeat for DPA-template-v1.pdf:

  • Template Name: AI Services - Data Processing Agreement (DPA)
  • Variables: [KUNDE_NAVN], [KUNDE_ORG_NUMMER], etc., [DATO]
  • Signature fields: Data Controller (Client) + Data Processor (ALAI)

Step 4: Archive Templates

After templates are created in Documenso:

  1. Export templates as PDFs from Documenso (if possible)
  2. Upload to archive.alai.no (Paperless-ngx):
    • Tag: legal-template, ai-services, documenso
    • Correspondent: ALAI Holding AS
    • Document type: Contract Template
  3. Update ledger: Append to ~/system/state/archive-first-ledger.jsonl

Step 5: Test Workflow

  1. Create a test submission with dummy client data:
  2. Send signature request
  3. Verify:
    • Email branding is correct
    • All fields populate
    • Signature flow works
    • Signed PDF is retrievable
  4. Delete test submission after verification

Alternative: API Upload (Future Enhancement)

Current blocker: Documenso API authentication not yet tested in CLI context.

Future workflow (when API ready):

# Get Documenso API key from Bitwarden
DOCUMENSO_API_KEY=$(bw get password "Documenso API Key")

# Upload template via API (endpoint TBD — check Documenso docs)
curl -X POST https://sign.basicconsulting.no/api/v1/templates \
  -H "Authorization: Bearer $DOCUMENSO_API_KEY" \
  -F "file=@~/Public/legal/ai-services/MUTUAL-NDA-template-v1.pdf" \
  -F "name=AI Services - Mutual NDA"

Task for future: Create ~/system/tools/documenso-template-upload.js to automate this.

Notes

Bismillah and ALAI branding:
Ensure PDF templates include:

  • ALAI logo in header (if Documenso supports custom branding)
  • Bismillah invocation at top of first page (already in Markdown source)

Signature notification:
Documenso webhook at https://api.basicconsulting.no/webhooks/documenso will trigger on DOCUMENT_COMPLETED event. Webhook will:

  • Post to Slack #exec
  • Comment on MC task (if #XXXX in document title)
  • Emit event to event-bus

Future automation:
Once signed, document should be auto-uploaded to archive.alai.no (see SENTINEL v3 audit Wire 2+3). Current state: manual upload required.

Full Source File: ~/Public/legal/ai-services/documenso-upload-guide.md

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