Merge remote-tracking branch 'origin/main' into spike/react-19

This commit is contained in:
Lucas Smith
2026-07-24 17:09:36 +10:00
111 changed files with 5175 additions and 800 deletions
@@ -6,6 +6,8 @@ description: Create, manage, and send documents for signing via the API.
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
<Callout type="warn">
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -5,6 +5,8 @@ description: Complete reference for the Documenso REST API.
import { Callout } from 'fumadocs-ui/components/callout';
<EnvelopeWarning />
<Callout type="warn">
The guides below cover common API patterns but may not reflect the latest endpoints or parameters.
For an always up-to-date reference, see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -8,6 +8,7 @@
"teams",
"rate-limits",
"versioning",
"migrate-to-envelopes",
"developer-mode",
"common-errors"
]
@@ -0,0 +1,249 @@
---
title: Migrating to Envelopes
description: Why Documenso unified documents and templates into envelopes, and how to migrate from the deprecated document and template create endpoints.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Summary
The following items have been deprecated and will be removed on the <strong>1st of March 2027</strong>:
- <strong>API V1</strong>
- <strong>A subset of SDK/API V2 endpoints</strong>
- <strong>Legacy documents and templates</strong>
- <strong>EmbedCreateDocumentV1</strong>
- <strong>EmbedCreateTemplateV1</strong>
- <strong>EmbedUpdateDocumentV1</strong>
- <strong>EmbedUpdateTemplateV1</strong>
The beta endpoint `/api/v2-beta` will also be removed. Use `/api/v2` instead, which is a drop-in replacement.
Nothing breaks before 1st of March 2027, so you can migrate at your own pace.
## What are legacy documents and templates
These are documents and templates created by the following endpoints:
- `POST /api/v2/document/create`
- `POST /api/v2/document/create/beta`
- `POST /api/v2/template/create`
- `POST /api/v2/template/create/beta`
- `POST /api/v1/documents`
- `POST /api/v1/templates`
- `POST /api/v1/templates/create-document`
- `POST /api/v1/templates/generate-document`
## What replaces legacy documents and templates
At the end of 2025 we introduced a unified system for documents and templates, called <strong>envelopes</strong>.
We still reference documents and templates throughout the documentation and application to distinguish them, but internally they are envelopes.
Moving to the envelope system gives you:
- **Multiple PDFs in one envelope.** Send several documents to sign in a single request.
- **One API for documents and templates.** Learn one set of endpoints instead of two misaligned ones.
- **A better editor and signing experience** for you and your recipients.
## How to migrate
{/* prettier-ignore */}
<Steps>
<Step>
### Switch to the envelope endpoints
Replace each deprecated endpoint with its `/api/v2/envelope/*` equivalent from the [mapping tables](#endpoint-mapping-reference) below.
</Step>
<Step>
### Set the envelope `type` on create
A single endpoint, `POST /api/v2/envelope/create`, can create both documents and templates. Set `type` to `DOCUMENT` or `TEMPLATE`. You can now upload more than one PDF using the `files` field.
</Step>
<Step>
### Update how you store IDs
Envelope IDs are **strings** (for example `envelope_abc123`), not numbers. Update any code that stores, parses, or compares IDs.
</Step>
<Step>
### Test, then remove the old calls
Verify the new flow against your account, then delete the deprecated calls.
</Step>
</Steps>
The main data differences are as follows:
- ID format changed from number to string (e.g. `42` to `envelope_abc123`)
- pageNumber becomes page
- pageX becomes positionX
- pageY becomes positionY
See the [Documents API](/docs/developers/api/documents) and [Templates API](/docs/developers/api/templates) for the full envelope reference.
### Deprecated V1 API Endpoints
Full reference in the [V1 OpenAPI reference](https://openapi-v1.documenso.com).
| Deprecated endpoint | Replacement |
| -------------------------------------------------------- | ----------------------------------------------------- |
| `GET /api/v1/documents` | `GET /api/v2/envelope` |
| `GET /api/v1/documents/{id}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v1/documents` | `POST /api/v2/envelope/create` |
| `POST /api/v1/documents/{id}/send` | `POST /api/v2/envelope/distribute` |
| `POST /api/v1/documents/{id}/resend` | `POST /api/v2/envelope/redistribute` |
| `DELETE /api/v1/documents/{id}` | `POST /api/v2/envelope/delete` |
| `GET /api/v1/documents/{id}/download` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
| `POST /api/v1/documents/{id}/recipients` | `POST /api/v2/envelope/recipient/create-many` |
| `PATCH /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/update-many` |
| `DELETE /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/delete` |
| `POST /api/v1/documents/{id}/fields` | `POST /api/v2/envelope/field/create-many` |
| `PATCH /api/v1/documents/{id}/fields/{fieldId}` | `POST /api/v2/envelope/field/update-many` |
| `DELETE /api/v1/documents/{id}/fields/{fieldId}` | `POST /api/v2/envelope/field/delete` |
| `GET /api/v1/templates` | `GET /api/v2/envelope` (with `type=TEMPLATE`) |
| `GET /api/v1/templates/{id}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v1/templates` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
| `DELETE /api/v1/templates/{id}` | `POST /api/v2/envelope/delete` |
| `POST /api/v1/templates/{templateId}/create-document` | `POST /api/v2/envelope/use` |
| `POST /api/v1/templates/{templateId}/generate-document` | `POST /api/v2/envelope/use` |
### Deprecated V2 API Endpoints
Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
#### Documents
| Deprecated endpoint | Replacement |
| ------------------------------------------------- | ----------------------------------------------------- |
| `GET /api/v2/document` | `GET /api/v2/envelope` |
| `GET /api/v2/document/{documentId}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v2/document/get-many` | `POST /api/v2/envelope/get-many` |
| `POST /api/v2/document/create` | `POST /api/v2/envelope/create` |
| `POST /api/v2/document/create/beta` | `POST /api/v2/envelope/create` |
| `POST /api/v2/document/update` | `POST /api/v2/envelope/update` |
| `POST /api/v2/document/delete` | `POST /api/v2/envelope/delete` |
| `POST /api/v2/document/duplicate` | `POST /api/v2/envelope/duplicate` |
| `POST /api/v2/document/distribute` | `POST /api/v2/envelope/distribute` |
| `POST /api/v2/document/redistribute` | `POST /api/v2/envelope/redistribute` |
| `GET /api/v2/document/attachment` | `GET /api/v2/envelope/attachment` |
| `POST /api/v2/document/attachment/create` | `POST /api/v2/envelope/attachment/create` |
| `POST /api/v2/document/attachment/update` | `POST /api/v2/envelope/attachment/update` |
| `POST /api/v2/document/attachment/delete` | `POST /api/v2/envelope/attachment/delete` |
| `GET /api/v2/document/{documentId}/download` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
| `GET /api/v2/document/{documentId}/download-beta` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
#### Templates
| Deprecated endpoint | Replacement |
| ------------------------------------- | ------------------------------------------------ |
| `GET /api/v2/template` | `GET /api/v2/envelope` (with `type=TEMPLATE`) |
| `GET /api/v2/template/{templateId}` | `GET /api/v2/envelope/{envelopeId}` |
| `POST /api/v2/template/get-many` | `POST /api/v2/envelope/get-many` |
| `POST /api/v2/template/create` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
| `POST /api/v2/template/create/beta` | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
| `POST /api/v2/template/update` | `POST /api/v2/envelope/update` |
| `POST /api/v2/template/duplicate` | `POST /api/v2/envelope/duplicate` |
| `POST /api/v2/template/delete` | `POST /api/v2/envelope/delete` |
| `POST /api/v2/template/use` | `POST /api/v2/envelope/use` |
| `POST /api/v2/template/direct/create` | **Pending replacement** |
| `POST /api/v2/template/direct/delete` | **Pending replacement** |
| `POST /api/v2/template/direct/toggle` | **Pending replacement** |
#### Document fields
| Deprecated endpoint | Replacement |
| ----------------------------------------- | ----------------------------------------- |
| `GET /api/v2/document/field/{fieldId}` | `GET /api/v2/envelope/field/{fieldId}` |
| `POST /api/v2/document/field/create` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/document/field/create-many` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/document/field/update` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/document/field/update-many` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/document/field/delete` | `POST /api/v2/envelope/field/delete` |
#### Template fields
| Deprecated endpoint | Replacement |
| ----------------------------------------- | ----------------------------------------- |
| `GET /api/v2/template/field/{fieldId}` | `GET /api/v2/envelope/field/{fieldId}` |
| `POST /api/v2/template/field/create` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/template/field/create-many` | `POST /api/v2/envelope/field/create-many` |
| `POST /api/v2/template/field/update` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/template/field/update-many` | `POST /api/v2/envelope/field/update-many` |
| `POST /api/v2/template/field/delete` | `POST /api/v2/envelope/field/delete` |
#### Document recipients
| Deprecated endpoint | Replacement |
| ---------------------------------------------- | ---------------------------------------------- |
| `GET /api/v2/document/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
| `POST /api/v2/document/recipient/create` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/document/recipient/create-many` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/document/recipient/update` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/document/recipient/update-many` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/document/recipient/delete` | `POST /api/v2/envelope/recipient/delete` |
#### Template recipients
| Deprecated endpoint | Replacement |
| ---------------------------------------------- | ---------------------------------------------- |
| `GET /api/v2/template/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
| `POST /api/v2/template/recipient/create` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/template/recipient/create-many` | `POST /api/v2/envelope/recipient/create-many` |
| `POST /api/v2/template/recipient/update` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/template/recipient/update-many` | `POST /api/v2/envelope/recipient/update-many` |
| `POST /api/v2/template/recipient/delete` | `POST /api/v2/envelope/recipient/delete` |
### Embedding components
| Deprecated component | Replacement |
| ----------------------- | --------------------- |
| `EmbedCreateDocumentV1` | `EmbedCreateEnvelope` |
| `EmbedCreateTemplateV1` | `EmbedCreateEnvelope` |
| `EmbedUpdateDocumentV1` | `EmbedUpdateEnvelope` |
| `EmbedUpdateTemplateV1` | `EmbedUpdateEnvelope` |
See the [embedding guide](/docs/developers/embedding) for the envelope components.
## FAQ
<Accordions>
<Accordion title="What happens on 1 March 2027?">
The deprecated V1 API, the V2 endpoints listed above, and the V1 embedding components are removed.
Requests to them will fail, so migrate to the envelope API before that date.
</Accordion>
<Accordion title="Will my existing documents and templates keep working?">
Yes. Documents and templates you already created remain in your account and continue to work. They will automatically be converted to envelopes. Only
the deprecated endpoints you call are going away. Your data is not deleted.
</Accordion>
<Accordion title="Do I need a new API token?">
No. Authentication is unchanged. The same API token works for the envelope endpoints under
`https://app.documenso.com/api/v2`.
</Accordion>
<Accordion title="What is the difference between a document and a template now?">
Both are envelopes, distinguished by a `type` field of `DOCUMENT` or `TEMPLATE`. They share the same
endpoints, recipients, fields, and attachments.
</Accordion>
<Accordion title="I use an official SDK, what should I do?">
The function calls to the legacy endpoints will break on the 1st of March 2027. Update to the latest SDK version and switch to its envelope methods.
The deprecated document and template methods map to the envelope endpoints in the tables above.
</Accordion>
<Accordion title="I need more time or help migrating">
Reach out to [support@documenso.com](mailto:support@documenso.com) with your use case and we will
help you plan the migration.
</Accordion>
</Accordions>
## Getting help
- [V2 OpenAPI reference](https://openapi.documenso.com): the up-to-date envelope API.
- [V1 OpenAPI reference](https://openapi-v1.documenso.com): the deprecated V1 API.
- [support@documenso.com](mailto:support@documenso.com): migration questions and extensions.
## See also
- [Documents API](/docs/developers/api/documents): create and manage envelopes
- [Templates API](/docs/developers/api/templates): work with templates and direct links
- [Fields API](/docs/developers/api/fields) and [Recipients API](/docs/developers/api/recipients)
- [API Versioning](/docs/developers/api/versioning): how Documenso versions the public API
@@ -11,9 +11,14 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
## HTTP Rate Limits
**Limit:** 100 requests per minute per IP address
**Limit:** 1000 requests per minute per IP address
**Response:** 429 Too Many Requests
<Callout type="info">
This is the global per-IP ceiling. Your organisation may have its own rate limits configured below
this value, in which case you can be rate-limited before reaching the global limit.
</Callout>
### Rate Limit Response
```json
@@ -6,6 +6,8 @@ description: Create documents from reusable templates via API.
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
<Callout type="warn">
This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -5,6 +5,8 @@ description: Versioning information for the Documenso public API.
import { Callout } from 'fumadocs-ui/components/callout';
<EnvelopeWarning />
## Overview
Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
@@ -19,7 +21,16 @@ Also, we may deprecate certain features or endpoints in the API. When we depreca
---
## Documents, Templates, and Envelopes
Documenso has unified documents and templates into a single resource called an **envelope**. New integrations should create documents and templates through the `/envelope/*` endpoints. The `POST /document/create` and `POST /template/create` endpoints (including their `/beta` variants) are deprecated in favor of `POST /envelope/create`.
See [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) for the rationale and step-by-step migration examples.
---
## See Also
- [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) - Move from the document and template create endpoints
- [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
- [Rate Limits](/docs/developers/api/rate-limits) - API rate limit details
@@ -8,6 +8,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
## Workflow 1: Send a Document for Signature
The most common workflow: upload a PDF, add recipients with signature fields, and send for signing.
@@ -472,7 +474,7 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
<code>distributeDocument: true</code>
</Step>
<Step>
Process in batches with a short delay to respect rate limits (e.g. 100 requests/minute)
Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
</Step>
</Steps>
@@ -638,8 +640,8 @@ done
</Tabs>
<Callout type="info">
The API allows 100 requests per minute. For large batches, implement rate limiting with delays
between requests to avoid hitting limits.
The API allows 1000 requests per minute (your organisation may have its own lower limit). For large
batches, implement rate limiting with delays between requests to avoid hitting limits.
</Callout>
---
@@ -3,6 +3,8 @@ title: Examples
description: Common integration patterns and end-to-end workflows.
---
<EnvelopeWarning />
<Cards>
<Card
title="Common Workflows"
@@ -7,6 +7,8 @@ import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
<EnvelopeWarning />
## Prerequisites
- A Documenso account (cloud or self-hosted)
@@ -7,6 +7,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<EnvelopeWarning />
## Prerequisites
Before starting, you need:
@@ -483,7 +485,7 @@ The API returns standard HTTP status codes and JSON error responses:
### Handling Rate Limits
The API allows 100 requests per minute per IP address. When rate limited, wait at least 60 seconds before retrying:
The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. When rate limited, wait at least 60 seconds before retrying:
```javascript
async function fetchWithRetry(url, options, maxRetries = 3) {
@@ -3,6 +3,8 @@ title: Getting Started
description: Get your API key and make your first API call.
---
<EnvelopeWarning />
<Cards>
<Card
title="Authentication"
@@ -3,6 +3,8 @@ title: Developer Guide
description: Integrate Documenso into your applications using the REST API, webhooks, and embedding options.
---
<EnvelopeWarning />
## Getting Started
<Cards>
+6 -1
View File
@@ -41,12 +41,17 @@ When a limit is reached, requests return a `429 Too Many Requests` response with
| Action | Limit | Window |
| --- | --- | --- |
| API requests (v1 and v2) | 100 requests | 1 minute |
| API requests (v1 and v2) | 1000 requests | 1 minute |
| File uploads | 20 requests | 1 minute |
| AI features | 3 requests | 1 minute |
Authentication endpoints (login, signup, password reset, etc.) are also rate-limited to protect against abuse.
<Callout type="info">
The API request limit above is the global per-IP ceiling. Individual organisations also have their
own rate limits, which may be configured below this value.
</Callout>
<Callout type="info">
Rate limits may vary by plan. Enterprise plans can include higher or custom limits. Contact
[sales](https://documen.so/sales) for details.
@@ -13,7 +13,7 @@ There are three distinct kinds of limit:
| ---------------------- | ------------------------------------------------- | ----------------------- |
| Resource quota | Documents, emails, and API requests **per month** | Yes — per claim and org |
| Resource rate limit | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
| Global HTTP rate limit | API requests per IP (100/min, hardcoded) | No — see [Limitations](#limitations) |
| Global HTTP rate limit | API requests per IP (1000/min, hardcoded) | No — see [Limitations](#limitations) |
## Prerequisites
@@ -91,7 +91,7 @@ Monthly quota usage is keyed to the **UTC calendar month**. There is no schedule
## Limitations
The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **100 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **1000 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
## Troubleshooting
+1 -1
View File
@@ -3,7 +3,7 @@
"version": "0.0.0",
"private": true,
"scripts": {
"build": "NEXT_IGNORE_INCORRECT_LOCKFILE=true next build",
"build": "next build",
"dev": "next dev",
"start": "next start",
"types:check": "fumadocs-mdx && next typegen && tsc --noEmit",
@@ -0,0 +1,19 @@
import { Callout } from 'fumadocs-ui/components/callout';
const MIGRATION_GUIDE_HREF = '/docs/developers/api/migrate-to-envelopes';
/**
* Deprecation banner steering API consumers away from the legacy document and
* template create endpoints and towards the unified Envelope API.
*
* Registered globally in `mdx-components.tsx`, so it can be used in any MDX page
* as `<EnvelopeWarning />` without an explicit import.
*/
export function EnvelopeWarning() {
return (
<Callout type="error">
<strong>Documents and templates are being deprecated and replaced by envelopes.</strong>{' '}
<a href={MIGRATION_GUIDE_HREF}>Read the migration guide here.</a>
</Callout>
);
}
+2
View File
@@ -1,6 +1,7 @@
import * as TabsComponents from 'fumadocs-ui/components/tabs';
import defaultMdxComponents from 'fumadocs-ui/mdx';
import type { MDXComponents } from 'mdx/types';
import { EnvelopeWarning } from '@/components/mdx/envelope-warning';
import { Mermaid } from '@/components/mdx/mermaid';
// eslint-disable-next-line @typescript-eslint/no-explicit-any
@@ -9,6 +10,7 @@ export function getMDXComponents(components?: MDXComponents): any {
...defaultMdxComponents,
...TabsComponents,
Mermaid,
EnvelopeWarning,
...components,
};
}