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Source: ~/.claude/skills/send-for-signing/SKILL.md

Send Document — ALAI Branded Document Signing

Description

Generički workflow za slanje BILO KOJEG dokumenta na potpis. Pokriva NDA, DPA, ugovore, partnership agreemente, i custom dokumente. Koristi DocuSeal za signing + ALAI branded SMTP email sa embedded logom. NIKAD ne koristi DocuSeal-ov default email.

Trigger

Koristi ovaj skill kad:

  • Alem kaže "pošalji na potpis", "send for signing", "treba potpis"
  • "pošalji NDA", "pošalji DPA", "pošalji ugovor"
  • Bilo koji dokument treba e-potpis
  • Kreiraš novi ugovor/NDA/DPA i treba ga poslati

Alati

  • Signing Tool: ~/system/tools/send-signing-email.js
  • Document Tool: ~/system/tools/docusign.js
  • Contacts: ~/system/tools/contacts.js
  • DocuSeal API: ~/system/config/docuseal.json
  • SMTP: ~/system/config/mail-credentials-alai.json ([email protected])
  • Logo: ~/system/context/branding/shared/alai-email-logo.png (96x96, CID inline)
  • Brand: primary=#308050, secondary=#0F172A, Inter font

Workflow

Korak 0: Detektuj tip dokumenta

Na osnovu konteksta odredi tip:

Trigger Tip Template
"NDA", "non-disclosure" NDA docusign.js create <CLIENT> nda
"DPA", "data processing" DPA Custom HTML template
"ugovor", "contract" Contract docusign.js create <CLIENT> contract
"partnership", "partnerski" Partnership Custom HTML template
"proposal" Proposal docusign.js create <CLIENT> proposal
Custom Custom Kreiraj HTML od nule

Korak 1: Auto-populate iz contacts.db

Ako klijent/partner postoji u sistemu, automatski popuni polja:

# Nađi kontakt
NODE_PATH=~/system/node_modules node ~/system/tools/contacts.js search "<ime>"
NODE_PATH=~/system/node_modules node ~/system/tools/contacts.js show <id>

Izvuci: ime, email, firma, org_number, adresa. Ako ne postoji → pitaj Alema za podatke.

Korak 2: Pripremi HTML dokument

  • Za poznate tipove koristi docusign.js:
NODE_PATH=~/system/node_modules node ~/system/tools/docusign.js create "<CLIENT>" nda \
  --field CLIENT_NAME="<ime>" \
  --field CLIENT_EMAIL="<email>" \
  --field CLIENT_REPRESENTATIVE="<osoba>" \
  --field PROJECT_DESCRIPTION="<opis>"
  • Za custom dokumente: konvertuj MD → HTML sa čistim A4 stilom

OBAVEZNO: Dodaj DocuSeal field tagove u signature sekciju:

<signature-field name="Signer1 Signature" role="First Party"></signature-field>
<date-field name="Signer1 Date" role="First Party"></date-field>
<signature-field name="Signer2 Signature" role="Second Party"></signature-field>
<date-field name="Signer2 Date" role="Second Party"></date-field>

KLJUČNO: Koristi role= atribut (NE data-submitter=!) Svaki potpisnik = zasebna role vrijednost ("First Party", "Second Party", itd.)

Korak 3: Kreiraj DocuSeal template

curl -s -X POST "https://docuseal.eu/api/templates/html" \
  -H "X-Auth-Token: <token>" \
  -H "Content-Type: application/json" \
  -d @template.json
  • Provjeri response: submitters array mora imati ONOLIKO submittera koliko ima role vrijednosti
  • Provjeri fields array: svaki field mora imati odgovarajući submitter_uuid

Korak 4: TEST PRVO (OBAVEZNO!)

NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js test [email protected]
  • Provjeri da je email stigao na [email protected]
  • Provjeri: ALAI logo (embedded), zeleni button, signing link, branding
  • TEK nakon uspješnog testa → šalji pravi email

Korak 5: Pošalji na potpis

NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js send <template_id> \
  '{"name":"Alem Basic","email":"[email protected]","role":"First Party"}' \
  '{"name":"Signer Name","email":"[email protected]","role":"Second Party"}' \
  --subject "Document Name — ALAI x Partner" \
  --doc-name "Document Ready for Signature" \
  --changes "Key point 1|Key point 2|Key point 3"

Korak 6: Provjeri status

NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js check <submission_id>

Korak 7: Post-signing

Nakon potpisa:

  1. Download potpisan PDF
  2. Spremi u ~/ALAI/clients/<CLIENT>/legal/ ili ~/ALAI/partners/<PARTNER>/legal/
  3. Loguj u HiveMind:
node ~/system/agents/hivemind/hivemind.js post john event "Document signed: <type> with <party>"
  1. Advance pipeline ako je dio onboarding procesa

Pravila

  1. UVIJEK ALAI branding — NIKAD DocuSeal default email (send_email: false)
  2. UVIJEK test prvo — Pošalji na [email protected], verifikuj, pa šalji za pravo
  3. Alemov email = [email protected] — NE [email protected] (info@ čita John)
  4. Logo = CID inline — NE eksterni URL (email klijenti blokiraju)
  5. From = [email protected] — "ALAI Holding AS" sender name
  6. NE spamaj submissione — Jednom testiraj, jednom pošalji
  7. DocuSeal HTML tagovi — role= atribut, NE data-submitter=
  8. Order = preserved — Prvi potpisnik potpiše, drugi dobije email nakon
  9. Auto-populate — Uvijek provjeri contacts.db prije ručnog unosa
  10. Storage obavezan — Potpisan dokument MORA biti sačuvan u legal/ direktoriju

Email Template Struktura

+-----------------------------+
|  [ALAI Logo - CID inline]   |  <- #0F172A background
|  ALAI Holding AS             |
|  Document Signing            |
+-----------------------------+
|                              |
|  Document Title              |  <- #1A1A1A, 18px
|                              |
|  Dear {name},                |
|  A document is ready...      |
|                              |
|  +- KEY DETAILS -----------+ |  <- #F8FAFC box
|  | * Change 1               | |
|  | * Change 2               | |
|  +---------------------------+ |
|                              |
|  [ Review & Sign Document ]  |  <- #308050 button
|                              |
|  Unique link warning         |
|  Contact: [email protected]       |
+-----------------------------+
|  ALAI Holding AS             |  <- #F8FAFC footer
|  Org.nr 932 516 136          |
|  Ilemoen 4A, 2040 Klofta     |
+-----------------------------+

Primjeri

NDA

# 1. Kreiraj NDA
NODE_PATH=~/system/node_modules node ~/system/tools/docusign.js create "TechCorp" nda \
  --field CLIENT_NAME="TechCorp AS" --field CLIENT_EMAIL="[email protected]" \
  --field CLIENT_REPRESENTATIVE="Lars Olsen" --field PROJECT_DESCRIPTION="AI Chatbot"

# 2. Upload HTML kao DocuSeal template (sa role= tagovima)
# 3. Test
NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js test [email protected]

# 4. Pošalji
NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js send <template_id> \
  '{"name":"Alem Basic","email":"[email protected]","role":"First Party"}' \
  '{"name":"Lars Olsen","email":"[email protected]","role":"Second Party"}' \
  --subject "NDA — ALAI x TechCorp" \
  --doc-name "Non-Disclosure Agreement" \
  --changes "Duration: 2 years|Jurisdiction: Norway"

Partnership Agreement

NODE_PATH=~/system/node_modules node ~/system/tools/send-signing-email.js send 406709 \
  '{"name":"Alem Basic","email":"[email protected]","role":"First Party"}' \
  '{"name":"Anel Pasic","email":"[email protected]","role":"Second Party"}' \
  --subject "Partnership Agreement — ALAI x Wizard NUF" \
  --doc-name "Partnership Agreement Ready for Signature" \
  --changes "Invoicing: monthly to every 2 months|Split: 50/50 (unchanged)"

Troubleshooting

Problem Rješenje
"Template does not contain fields" HTML nema DocuSeal tagove (<signature-field>, <date-field>)
Samo jedan submitter u template Koristiš data-submitter= umjesto role=
Logo ne prikazuje Provjeri da alai-email-logo.png postoji i da se koristi CID attachment
Email ne stiže Provjeri SMTP credentials u mail-credentials-alai.json
Signing link ne radi DocuSeal sandbox mode — link radi ali ima sandbox banner
Kontakt nema email Provjeri contacts.js show — pitaj Alema ako nedostaje

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