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docs(api): complete document object reference and note externalId tagging

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ephraimduncan
2026-07-31 12:56:28 +00:00
parent b076a70d98
commit 231dc599fe
1 changed files with 63 additions and 18 deletions
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apps/docs/content/docs/developers/api/documents.mdx
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@@ -29,14 +29,25 @@ Each document contains one or more PDF files, a list of recipients, and the fiel
A document object contains the following properties:
| Property | Type | Description |
| --------------- | -------------- | -------------------------------------------------------------- |
| ------------------- | -------------- | -------------------------------------------------------------------------------------------- |
| `id` | string | Unique identifier (e.g., `envelope_abc123`) |
| `secondaryId` | string | Legacy identifier in prefixed form (`document_123` for documents, `template_123` for templates) |
| `internalVersion` | number | Internal envelope schema version |
| `type` | string | `DOCUMENT` or `TEMPLATE` |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED` |
| `title` | string | Document title |
| `source` | string | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` |
| `visibility` | string | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE` |
| `templateType` | string | Template visibility: `PUBLIC`, `PRIVATE`, or `ORGANISATION` (only meaningful for templates) |
| `externalId` | string \| null | Your custom identifier for the document |
| `userId` | number | ID of the user who owns the document |
| `teamId` | number | ID of the team the document belongs to |
| `folderId` | string \| null | ID of the folder containing the document |
| `templateId` | number \| null | Legacy ID of the template this document was created from |
| `authOptions` | object \| null | Access and action authentication requirements |
| `formValues` | object \| null | Pre-filled form values |
| `publicTitle` | string | Public title shown on profile and direct-link pages |
| `publicDescription` | string | Public description shown on profile and direct-link pages |
| `createdAt` | string | ISO 8601 timestamp |
| `updatedAt` | string | ISO 8601 timestamp |
| `completedAt` | string \| null | Timestamp when all recipients completed signing |
@@ -44,19 +55,35 @@ A document object contains the following properties:
| `recipients` | array | List of recipients and their signing status |
| `fields` | array | Signature and form fields on the document |
| `envelopeItems` | array | PDF files attached to the document |
| `directLink` | object \| null | Direct-link signing configuration (`id`, `token`, `enabled`, `directTemplateRecipientId`) |
| `team` | object | Owning team (`id`, `url`) |
| `user` | object | Document owner (`id`, `name`, `email`) |
| `documentMeta` | object | Email settings, redirect URL, signing options |
Documents created through the API have `source: "DOCUMENT"` — there is no separate `API` source value. To tag documents created by your integration, set `externalId` when creating them.
### Example Document Object
```json
{
"id": "envelope_abc123xyz",
"secondaryId": "document_123",
"internalVersion": 2,
"type": "DOCUMENT",
"status": "PENDING",
"source": "DOCUMENT",
"visibility": "EVERYONE",
"templateType": "PRIVATE",
"title": "Service Agreement",
"externalId": "contract-2025-001",
"userId": 1,
"teamId": 1,
"folderId": null,
"templateId": null,
"authOptions": null,
"formValues": null,
"publicTitle": "",
"publicDescription": "",
"createdAt": "2025-01-15T10:30:00.000Z",
"updatedAt": "2025-01-15T10:35:00.000Z",
"completedAt": null,
@@ -74,22 +101,40 @@ A document object contains the following properties:
"fields": [
{
"id": 123,
"secondaryId": "field_abc123",
"type": "SIGNATURE",
"recipientId": 1,
"envelopeId": "envelope_abc123xyz",
"envelopeItemId": "envelope_item_xyz",
"page": 1,
"positionX": "10",
"positionY": "80",
"width": "30",
"height": "5",
"recipientId": 1
"customText": "",
"inserted": false,
"fieldMeta": null
}
],
"envelopeItems": [
{
"id": "envelope_item_xyz",
"envelopeId": "envelope_abc123xyz",
"documentDataId": "doc_data_abc123",
"title": "contract.pdf",
"order": 1
}
],
"directLink": null,
"team": {
"id": 1,
"url": "your-team"
},
"user": {
"id": 1,
"name": "Jane Smith",
"email": "jane@example.com"
},
"documentMeta": {
"subject": "Please sign this document",
"message": "Hi, please review and sign this agreement.",