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docs: start milestone v1.3 Document Templates

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Chandler Copeland
2026-04-06 11:48:07 -06:00
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.planning/PROJECT.md
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@@ -8,18 +8,18 @@ A professional real estate web presence and document management web app for brok
Teressa can prepare and send any real estate form to a client for signing in minutes, from her browser, without leaving her site.
## Current Milestone: v1.2 — Multi-Signer and Deployment Hardening
## Current Milestone: v1.3 — Document Templates
**Goal:** A single document can be sent to multiple signers in parallel, each receiving their own link and seeing only their own fields, with automatic completion notifications — plus a production-ready Docker Compose setup that correctly passes secrets so email works reliably.
**Goal:** Agent creates reusable document templates with pre-placed fields (including AI auto-placement) so the same PDF never needs to be field-mapped from scratch for every client.
**Target features:**
- Multi-signer: agent tags each signature field to a signer's email when placing
- All unique signer emails auto-discovered from field tags → recipients list built automatically
- All signing links sent simultaneously (parallel, any order)
- Each signer sees only their own fields on the signing page
- Document completes when ALL signers have signed → agent notified + all parties receive final merged PDF
- Docker Compose with proper secrets/env var injection for production
- Fix email delivery in Docker (SMTP secrets not passing through to container)
- New "Templates" section in the portal — separate from Clients
- Load any PDF from the forms library into a template editor (reuses FieldPlacer + AI auto-place)
- Save a template: PDF + field layout + signer-role assignments + text fill hints (but NOT filled values)
- When adding a document to a client, agent picks from saved templates instead of a blank PDF
- Document is created with all template fields pre-loaded — agent fills text values and assigns signer emails, then sends
- Templates are reusable across unlimited clients
- Agent can rename and delete templates
## Requirements