Compare commits

..
Author SHA1 Message Date
ephraimduncan ddd0da1473 docs(api): add MISSING_ENV_VAR error and envelope warning to recipients 2026-07-31 12:56:28 +00:00
ephraimduncan 1e1e15a7dc docs(api): document MISSING_SIGNATURE_FIELD error
Thrown with HTTP 400 from envelope distribution when a signer has no signature field
2026-07-30 22:04:01 +00:00
ephraimduncan 4e87121bef docs: fix workflows, authentication, error codes and id formats
- workflows: flat pagination shape, signing URLs via /envelope/distribute, pending version value
- authentication: tokens are team-scoped; fix expiry options and use GET /envelope for the check
- recipients: envelope IDs use the envelope_ prefix format, not cuid
- common-errors: add ENVELOPE_CANCELLED, ENVELOPE_TSP_LOCKED and CSC_* codes
2026-07-30 22:04:01 +00:00
ephraimduncan f353706e24 docs(api): filter team document lists by type
GET /envelope without type returns templates as well as documents; add type=DOCUMENT
to every document-list example so counts and results match the prose
2026-07-30 22:04:01 +00:00
ephraimduncan eeae0e1e02 docs(api): make templates and teams pages envelope-first
- lead templates page with POST /envelope/use and /envelope/distribute; label /template/* deprecated
- legacy /template/use returns no signingUrl; document the real responses
- teams page: /team/* REST endpoints are not exposed; reframe around team-scoped tokens
- fix fabricated pagination wrappers; replace false Teams API card on the index page
2026-07-30 22:04:01 +00:00
ephraimduncan 3c9c490505 docs(getting-started): fix distribute route, pagination and retry advice
- POST /envelope/{id}/distribute does not exist; use POST /envelope/distribute with body
- list responses are flat (data, count, currentPage, perPage, totalPages), not nested pagination
- replace fixed 60s sleep advice with Retry-After header handling
2026-07-30 22:04:01 +00:00
ephraimduncan 905e68fdea fix(trpc): map v2 field update coordinates to service names
- ZUpdateEnvelopeFieldsRequestSchema accepts page/positionX/positionY but the service consumes
  pageNumber/pageX/pageY, so position updates via POST /envelope/field/update-many were
  silently dropped; map the names in the route before calling updateEnvelopeFields
- docs: show Decimal coordinates as serialized strings in field responses
- docs: include the defaulted fieldMeta values returned when the request omits fieldMeta
- docs: use real envelope/envelope-item ID formats in samples
2026-07-30 22:04:01 +00:00
ephraimduncan ced5af4d5a docs(api): rewrite fields examples for envelope field schemas
- request is { envelopeId, data } not { documentId, fields }
- coordinates are page/positionX/positionY not pageNumber/pageX/pageY
- responses use the data wrapper; field type samples verified against the Zod schemas
2026-07-30 22:04:00 +00:00
11 changed files with 629 additions and 307 deletions
@@ -15,6 +15,8 @@ This guide provides a comprehensive troubleshooting matrix for the standard erro
| `INVALID_REQUEST` | The overall request is malformed or invalid. | Review your API call parameters, including the URL, query parameters, and headers. Correct the request syntax. |
| `RECIPIENT_EXPIRED` | The signing link or recipient access has expired. | Generate and resend a new invitation to the affected recipient. |
| `LIMIT_EXCEEDED` | Your account usage quota has been exceeded. | Check your current plan limits. Upgrade your subscription or wait until your billing cycle renews. |
| `MISSING_ENV_VAR` | A required environment variable is not configured on the server (500). | Primarily affects self-hosted instances: set the environment variable named in the error message and restart. On Documenso Cloud, contact support. |
| `MISSING_SIGNATURE_FIELD` | A signer has no signature field placed on the document (400). Returned when distributing an envelope. | Add at least one signature field for every recipient with a signing role before calling `/envelope/distribute`. |
| `NOT_FOUND` | The requested resource could not be found (404). | Verify the resource ID (envelope, document, webhook) passed in the URL. Ensure the resource has not been deleted. |
| `NOT_IMPLEMENTED` | The requested feature is not currently supported by the server. | Consult the API documentation to verify available methods. Do not use this endpoint at this time. |
| `NOT_SETUP` | The required configuration for this action is incomplete. | Access your account or integration settings and complete the necessary configuration before retrying. |
@@ -37,7 +39,28 @@ The following errors occur when attempting to perform actions on an envelope tha
| `ENVELOPE_DRAFT` | The action cannot be performed because the envelope is still in a draft state. | Finalize the envelope configuration and transition it to the `PENDING` (sent) state before attempting this operation. |
| `ENVELOPE_COMPLETED` | The action cannot be performed because the envelope is already completed. | No further modifications (e.g., adding signers, modifying documents) can be made to an envelope once the signing process is finished. |
| `ENVELOPE_REJECTED` | The action cannot be performed because the envelope was rejected by a recipient. | The signing flow is permanently halted. Create a new envelope if you wish to resubmit the document. |
| `ENVELOPE_CANCELLED` | The action cannot be performed because the envelope was cancelled (400). | Create a new envelope if you need to restart the signing process. |
| `ENVELOPE_LEGACY` | The action cannot be performed because the envelope uses an obsolete format. | This envelope was created with a legacy version of the system. Recreate the envelope using the current API version to interact with it. |
| `ENVELOPE_TSP_LOCKED` | An AES/QES envelope cannot be modified after it leaves the draft state (400). | Make changes while the envelope is in `DRAFT`, or create a new envelope. |
## CSC Signing Errors
These errors apply to Cloud Signature Consortium (CSC) signing flows.
| Error Code | Description | Recommended Action |
| :--- | :--- | :--- |
| `CSC_INSTANCE_MODE_MISMATCH` | The requested signature level does not match the instance's CSC mode (400). | Use the signature level supported by the instance's signing configuration. |
| `CSC_UNLICENSED` | CSC signing is not licensed for this instance (403). | Enable the CSC signing license before retrying. |
| `CSC_PROVIDER_INFO_FAILED` | The CSC provider's discovery request failed or returned unusable information (500). | Check the provider URL, availability, and OAuth configuration. |
| `CSC_PROVIDER_NO_TSA` | A timestamp authority is unavailable or unusable for CSC signing (500). | Configure `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` and verify provider timestamp access. |
| `CSC_CREDENTIAL_LIST_EMPTY` | The CSC provider returned no signing credentials for the authenticated user (400). | Enrol a signing credential with the provider, then authenticate again. |
| `CSC_CERT_INVALID` | The selected signing certificate is missing, invalid, or outside its validity period (400). | Select or renew a valid certificate, then authenticate again. |
| `CSC_ALGORITHM_REFUSED` | The signing credential uses an unsupported key or digest algorithm (400). | Select a credential that satisfies the instance's CSC algorithm policy. |
| `CSC_SAD_EXPIRED_PRE_SIGN` | The signature activation data is missing, expired, or unreadable before signing (400). | Repeat the credential authorization flow. |
| `CSC_TSP_TIMEOUT` | The trust service provider did not complete the signing request before the timeout (408). | Retry the signing request after checking provider availability. |
| `CSC_EMBED_FAILED` | The returned CSC signature could not be embedded into the envelope items (400). | Restart the signing attempt. If it fails again, contact support. |
| `CSC_BASE_DOCUMENT_MUTATED` | The document changed between signature preparation and signing (500). | Restart signing from the current envelope state. |
| `CSC_REQUEST_FAILED` | A CSC provider request failed without a more specific CSC error (500). | Check provider availability and configuration, then retry. |
## See Also
@@ -28,62 +28,35 @@ 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 |
| `deletedAt` | string \| null | Timestamp if soft-deleted |
| `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.
| Property | Type | Description |
| --------------- | -------------- | -------------------------------------------------------------- |
| `id` | string | Unique identifier (e.g., `envelope_abc123`) |
| `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` |
| `externalId` | string \| null | Your custom identifier for the document |
| `createdAt` | string | ISO 8601 timestamp |
| `updatedAt` | string | ISO 8601 timestamp |
| `completedAt` | string \| null | Timestamp when all recipients completed signing |
| `deletedAt` | string \| null | Timestamp if soft-deleted |
| `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 |
| `documentMeta` | object | Email settings, redirect URL, signing options |
### 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,
@@ -101,40 +74,22 @@ Documents created through the API have `source: "DOCUMENT"` — there is no sepa
"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",
"customText": "",
"inserted": false,
"fieldMeta": null
"recipientId": 1
}
],
"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.",
+159 -87
View File
@@ -19,13 +19,13 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
| `secondaryId` | string | Secondary identifier for audit logs |
| `type` | string | Field type (see [Field Types](#field-types)) |
| `recipientId` | number | ID of the recipient assigned to this field |
| `envelopeId` | number | ID of the parent envelope |
| `envelopeId` | string | ID of the parent envelope |
| `envelopeItemId` | string | ID of the PDF item the field is placed on |
| `page` | number | Page number (1-indexed) |
| `positionX` | number | X coordinate as percentage (0-100) |
| `positionY` | number | Y coordinate as percentage (0-100) |
| `width` | number | Width as percentage of page (0-100) |
| `height` | number | Height as percentage of page (0-100) |
| `positionX` | string | X coordinate as percentage (0-100), a decimal serialized as a string |
| `positionY` | string | Y coordinate as percentage (0-100), a decimal serialized as a string |
| `width` | string | Width as percentage of page (0-100), a decimal serialized as a string |
| `height` | string | Height as percentage of page (0-100), a decimal serialized as a string |
| `customText` | string | Value entered by the recipient |
| `inserted` | boolean | Whether the field has been completed |
| `fieldMeta` | object \| null | Type-specific configuration options |
@@ -38,18 +38,19 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
"secondaryId": "field_abc123",
"type": "SIGNATURE",
"recipientId": 123,
"envelopeId": 789,
"envelopeItemId": "envelope_item_xyz",
"envelopeId": "envelope_abcdefhiklmnorst",
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
"page": 1,
"positionX": 10,
"positionY": 80,
"width": 30,
"height": 5,
"positionX": "10",
"positionY": "80",
"width": "30",
"height": "5",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "signature",
"required": true
"required": true,
"overflow": "auto"
}
}
```
@@ -134,10 +135,10 @@ POST /envelope/field/create-many
### Request Body
| Field | Type | Required | Description |
| ----------- | ------ | -------- | ------------------------------- |
| `documentId`| number | Yes | The document ID |
| `fields` | array | Yes | Array of field configurations |
| Field | Type | Required | Description |
| ------------ | ------ | -------- | ------------------------------- |
| `envelopeId` | string | Yes | The envelope ID |
| `data` | array | Yes | Array of field configurations |
### Code Examples
@@ -148,32 +149,32 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/create-many" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"documentId": 123,
"fields": [
"envelopeId": "envelope_abcdefhiklmnorst",
"data": [
{
"type": "SIGNATURE",
"recipientId": 456,
"pageNumber": 1,
"pageX": 10,
"pageY": 80,
"page": 1,
"positionX": 10,
"positionY": 80,
"width": 30,
"height": 5
},
{
"type": "DATE",
"recipientId": 456,
"pageNumber": 1,
"pageX": 50,
"pageY": 80,
"page": 1,
"positionX": 50,
"positionY": 80,
"width": 20,
"height": 3
},
{
"type": "TEXT",
"recipientId": 456,
"pageNumber": 1,
"pageX": 10,
"pageY": 70,
"page": 1,
"positionX": 10,
"positionY": 70,
"width": 40,
"height": 4,
"fieldMeta": {
@@ -199,32 +200,32 @@ const response = await fetch(
'Content-Type': 'application/json',
},
body: JSON.stringify({
documentId: 123,
fields: [
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
{
type: 'SIGNATURE',
recipientId: 456,
pageNumber: 1,
pageX: 10,
pageY: 80,
page: 1,
positionX: 10,
positionY: 80,
width: 30,
height: 5,
},
{
type: 'DATE',
recipientId: 456,
pageNumber: 1,
pageX: 50,
pageY: 80,
page: 1,
positionX: 50,
positionY: 80,
width: 20,
height: 3,
},
{
type: 'TEXT',
recipientId: 456,
pageNumber: 1,
pageX: 10,
pageY: 70,
page: 1,
positionX: 10,
positionY: 70,
width: 40,
height: 4,
fieldMeta: {
@@ -239,8 +240,8 @@ const response = await fetch(
}
);
const { fields } = await response.json();
console.log(`Created ${fields.length} fields`);
const { data } = await response.json();
console.log(`Created ${data.length} fields`);
````
</Tab>
@@ -250,36 +251,68 @@ console.log(`Created ${fields.length} fields`);
```json
{
"fields": [
"data": [
{
"id": 101,
"secondaryId": "field_abc123",
"envelopeId": "envelope_abcdefhiklmnorst",
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
"type": "SIGNATURE",
"recipientId": 456,
"page": 1,
"positionX": 10,
"positionY": 80,
"width": 30,
"height": 5
"positionX": "10",
"positionY": "80",
"width": "30",
"height": "5",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "signature",
"fontSize": 18,
"overflow": "auto"
}
},
{
"id": 102,
"secondaryId": "field_def456",
"envelopeId": "envelope_abcdefhiklmnorst",
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
"type": "DATE",
"recipientId": 456,
"page": 1,
"positionX": 50,
"positionY": 80,
"width": 20,
"height": 3
"positionX": "50",
"positionY": "80",
"width": "20",
"height": "3",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "date",
"fontSize": 12,
"textAlign": "left",
"overflow": "auto"
}
},
{
"id": 103,
"secondaryId": "field_ghi789",
"envelopeId": "envelope_abcdefhiklmnorst",
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
"type": "TEXT",
"recipientId": 456,
"page": 1,
"positionX": 10,
"positionY": 70,
"width": 40,
"height": 4
"positionX": "10",
"positionY": "70",
"width": "40",
"height": "4",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "text",
"label": "Job Title",
"placeholder": "Enter your job title",
"required": true
}
}
]
}
@@ -299,8 +332,8 @@ POST /envelope/field/update-many
| Field | Type | Required | Description |
| ------------ | ------ | -------- | ----------------------------- |
| `documentId` | number | Yes | The document ID |
| `fields` | array | Yes | Array of field update objects |
| `envelopeId` | string | Yes | The envelope ID |
| `data` | array | Yes | Array of field update objects |
### Code Examples
@@ -311,17 +344,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/update-many" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"documentId": 123,
"fields": [
"envelopeId": "envelope_abcdefhiklmnorst",
"data": [
{
"id": 101,
"type": "SIGNATURE",
"pageY": 85
"positionY": 85
},
{
"id": 102,
"type": "DATE",
"pageY": 85
"positionY": 85
}
]
}'
@@ -338,16 +371,16 @@ const response = await fetch(
'Content-Type': 'application/json',
},
body: JSON.stringify({
documentId: 123,
fields: [
{ id: 101, type: 'SIGNATURE', pageY: 85 },
{ id: 102, type: 'DATE', pageY: 85 },
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
{ id: 101, type: 'SIGNATURE', positionY: 85 },
{ id: 102, type: 'DATE', positionY: 85 },
],
}),
}
);
const { fields } = await response.json();
const { data } = await response.json();
````
</Tab>
@@ -357,9 +390,48 @@ const { fields } = await response.json();
```json
{
"fields": [
{ "id": 101, "type": "SIGNATURE", "positionY": 85 },
{ "id": 102, "type": "DATE", "positionY": 85 }
"data": [
{
"id": 101,
"secondaryId": "field_abc123",
"envelopeId": "envelope_abcdefhiklmnorst",
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
"type": "SIGNATURE",
"recipientId": 456,
"page": 1,
"positionX": "10",
"positionY": "85",
"width": "30",
"height": "5",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "signature",
"fontSize": 18,
"overflow": "auto"
}
},
{
"id": 102,
"secondaryId": "field_def456",
"envelopeId": "envelope_abcdefhiklmnorst",
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
"type": "DATE",
"recipientId": 456,
"page": 1,
"positionX": "50",
"positionY": "85",
"width": "20",
"height": "3",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "date",
"fontSize": 12,
"textAlign": "left",
"overflow": "auto"
}
}
]
}
````
@@ -443,8 +515,8 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
(0,0) ─────────────────────────── (100,0)
│ │
│ ┌─────────┐ │
│ │ Field │ (pageX: 10,
│ │ │ pageY: 20,
│ │ Field │ (positionX: 10, │
│ │ │ positionY: 20, │
│ └─────────┘ width: 30, │
│ height: 5) │
│ │
@@ -457,9 +529,9 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
const field = {
type: 'SIGNATURE',
recipientId: 123,
pageNumber: 1,
pageX: 60, // 60% from left
pageY: 85, // 85% from top (near bottom)
page: 1,
positionX: 60, // 60% from left
positionY: 85, // 85% from top (near bottom)
width: 30, // 30% of page width
height: 8, // 8% of page height
};
@@ -643,15 +715,15 @@ All field types support these base options:
Create a document with a signature block containing multiple field types:
```typescript
async function addSignatureBlock(documentId: number, recipientId: number) {
const fields = [
async function addSignatureBlock(envelopeId: string, recipientId: number) {
const data = [
// Signature
{
type: 'SIGNATURE',
recipientId,
pageNumber: 1,
pageX: 10,
pageY: 80,
page: 1,
positionX: 10,
positionY: 80,
width: 30,
height: 8,
fieldMeta: {
@@ -663,9 +735,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
{
type: 'NAME',
recipientId,
pageNumber: 1,
pageX: 10,
pageY: 90,
page: 1,
positionX: 10,
positionY: 90,
width: 30,
height: 4,
fieldMeta: {
@@ -677,9 +749,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
{
type: 'DATE',
recipientId,
pageNumber: 1,
pageX: 50,
pageY: 80,
page: 1,
positionX: 50,
positionY: 80,
width: 20,
height: 4,
fieldMeta: {
@@ -691,9 +763,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
{
type: 'TEXT',
recipientId,
pageNumber: 1,
pageX: 50,
pageY: 90,
page: 1,
positionX: 50,
positionY: 90,
width: 30,
height: 4,
fieldMeta: {
@@ -710,7 +782,7 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
Authorization: 'api_xxxxxxxxxxxxxxxx',
'Content-Type': 'application/json',
},
body: JSON.stringify({ documentId, fields }),
body: JSON.stringify({ envelopeId, data }),
});
return response.json();
@@ -60,8 +60,8 @@ Authorization: api_xxxxxxxxxxxxxxxx
href="/docs/developers/api/templates"
/>
<Card
title="Teams"
description="Manage teams and team members."
title="Team-scoped access"
description="Use team-scoped API tokens with envelope endpoints."
href="/docs/developers/api/teams"
/>
</Cards>
@@ -6,6 +6,8 @@ description: Add and manage envelope recipients 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).
@@ -16,7 +18,7 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
```json
{
"id": 123,
"envelopeId": "clu1abc2def3ghi4jkl",
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
@@ -134,7 +136,7 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/recipient/create-many" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"envelopeId": "clu1abc2def3ghi4jkl",
"envelopeId": "envelope_abcdefhiklmnorst",
"data": [
{
"email": "signer@example.com",
@@ -164,7 +166,7 @@ const response = await fetch(
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: 'clu1abc2def3ghi4jkl',
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
{
email: 'signer@example.com',
@@ -196,7 +198,7 @@ const { data: recipients } = await response.json();
"data": [
{
"id": 789,
"envelopeId": "clu1abc2def3ghi4jkl",
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
@@ -209,7 +211,7 @@ const { data: recipients } = await response.json();
},
{
"id": 790,
"envelopeId": "clu1abc2def3ghi4jkl",
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "approver@example.com",
"name": "Jane Smith",
"role": "APPROVER",
@@ -262,7 +264,7 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/recipient/update-many" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"envelopeId": "clu1abc2def3ghi4jkl",
"envelopeId": "envelope_abcdefhiklmnorst",
"data": [
{
"id": 789,
@@ -284,7 +286,7 @@ const response = await fetch(
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: 'clu1abc2def3ghi4jkl',
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
{
id: 789,
@@ -387,7 +389,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/recipien
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: 'clu1abc2def3ghi4jkl',
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
{
email: 'approver@example.com',
@@ -462,7 +464,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/recipien
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: 'clu1abc2def3ghi4jkl',
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
{
email: 'signer@example.com',
+29 -42
View File
@@ -1,44 +1,29 @@
---
title: Teams API
description: Manage team resources, documents, and templates with team-scoped API tokens.
title: Team-Scoped API Access
description: Use team-scoped API tokens with document and template envelopes.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
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).
</Callout>
## Team Object
## Team Context
A team object contains the following properties:
<Callout type="info">
The V2 REST API does not expose `/team/*` endpoints. Create and manage teams, members, and team
settings in the Documenso web application. This page explains how a team-scoped token applies
that team context to supported API resources.
</Callout>
| Property | Type | Description |
| ----------------- | -------------- | --------------------------------------------------- |
| `id` | number | Unique team identifier |
| `name` | string | Team display name |
| `url` | string | Unique team URL slug |
| `createdAt` | string | ISO 8601 timestamp |
| `avatarImageId` | string \| null | ID of the team's avatar image |
| `organisationId` | string | ID of the parent organisation |
| `currentTeamRole` | string | Your role in the team: `ADMIN`, `MANAGER`, `MEMBER` |
### Example Team Object
```json
{
"id": 123,
"name": "Engineering",
"url": "engineering",
"createdAt": "2025-01-15T10:30:00.000Z",
"avatarImageId": null,
"organisationId": "org_abc123",
"currentTeamRole": "ADMIN"
}
```
The API resolves the team from your token. You do not pass a team ID when creating, listing, or
using envelopes. The token's team ID determines which resources the request can access.
## Team-Scoped API Tokens
@@ -156,26 +141,26 @@ Retrieve all documents belonging to the team:
<Tab value="curl">
```bash
# List all team documents
curl -X GET "https://app.documenso.com/api/v2/envelope" \
curl -X GET "https://app.documenso.com/api/v2/envelope?type=DOCUMENT" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
# Filter by status
curl -X GET "https://app.documenso.com/api/v2/envelope?status=PENDING" \
curl -X GET "https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=PENDING" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
````
</Tab>
<Tab value="TypeScript">
```typescript
const response = await fetch('https://app.documenso.com/api/v2/envelope', {
const response = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT', {
method: 'GET',
headers: {
Authorization: TEAM_API_TOKEN,
},
});
const { data, pagination } = await response.json();
console.log(`Found ${pagination.totalItems} team documents`);
const { data, count } = await response.json();
console.log(`Found ${count} team documents`);
````
</Tab>
@@ -190,10 +175,11 @@ Templates created with a team token are shared across the team.
<Tabs items={['curl', 'TypeScript']}>
<Tab value="curl">
```bash
curl -X POST "https://app.documenso.com/api/v2/template/create" \
curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
-H "Content-Type: multipart/form-data" \
-F 'payload={
"type": "TEMPLATE",
"title": "NDA Template",
"recipients": [
{
@@ -223,6 +209,7 @@ curl -X POST "https://app.documenso.com/api/v2/template/create" \
const form = new FormData();
const payload = {
type: 'TEMPLATE',
title: 'NDA Template',
recipients: [
{
@@ -249,7 +236,7 @@ form.append('files', fs.createReadStream('./nda-template.pdf'), {
contentType: 'application/pdf',
});
const response = await fetch('https://app.documenso.com/api/v2/template/create', {
const response = await fetch('https://app.documenso.com/api/v2/envelope/create', {
method: 'POST',
headers: {
Authorization: TEAM_API_TOKEN,
@@ -257,8 +244,8 @@ const response = await fetch('https://app.documenso.com/api/v2/template/create',
body: form,
});
const template = await response.json();
console.log('Created team template:', template.id);
const { id } = await response.json();
console.log('Created team template envelope:', id);
````
</Tab>
</Tabs>
@@ -268,14 +255,14 @@ console.log('Created team template:', template.id);
<Tabs items={['curl', 'TypeScript']}>
<Tab value="curl">
```bash
curl -X GET "https://app.documenso.com/api/v2/template" \
curl -X GET "https://app.documenso.com/api/v2/envelope?type=TEMPLATE" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
````
</Tab>
<Tab value="TypeScript">
```typescript
const response = await fetch('https://app.documenso.com/api/v2/template', {
const response = await fetch('https://app.documenso.com/api/v2/envelope?type=TEMPLATE', {
method: 'GET',
headers: {
Authorization: TEAM_API_TOKEN,
@@ -330,19 +317,19 @@ const SALES_TEAM_TOKEN = process.env.SALES_TEAM_API_TOKEN;
const LEGAL_TEAM_TOKEN = process.env.LEGAL_TEAM_API_TOKEN;
// Get pending documents from sales team
const salesResponse = await fetch('https://app.documenso.com/api/v2/envelope?status=PENDING', {
const salesResponse = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=PENDING', {
headers: { Authorization: SALES_TEAM_TOKEN },
});
const salesDocs = await salesResponse.json();
// Get completed documents from legal team
const legalResponse = await fetch('https://app.documenso.com/api/v2/envelope?status=COMPLETED', {
const legalResponse = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=COMPLETED', {
headers: { Authorization: LEGAL_TEAM_TOKEN },
});
const legalDocs = await legalResponse.json();
console.log(`Sales team: ${salesDocs.pagination.totalItems} pending`);
console.log(`Legal team: ${legalDocs.pagination.totalItems} completed`);
console.log(`Sales team: ${salesDocs.count} pending`);
console.log(`Legal team: ${legalDocs.count} completed`);
```
## Error Responses
@@ -13,7 +13,194 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
see the [OpenAPI Reference](https://openapi.documenso.com).
</Callout>
## Template Object
## Use a Template Envelope
New integrations should create a document from a template envelope with the Envelope API.
```
POST /envelope/use
Content-Type: multipart/form-data
```
The request uses `multipart/form-data`:
| Part | Type | Required | Description |
| --------- | ------- | -------- | ------------------------------------------------------------------ |
| `payload` | JSON | Yes | Template envelope ID, recipient details, and document settings |
| `files` | File(s) | No | Replacement PDFs referenced by entries in `customDocumentData` |
### Payload Schema
| Field | Type | Required | Description |
| -------------------- | ------- | -------- | ------------------------------------------------------------------------ |
| `envelopeId` | string | Yes | ID of the template envelope |
| `externalId` | string | No | Your identifier for the created document envelope |
| `recipients` | array | No | Recipient details mapped to recipients in the template |
| `distributeDocument` | boolean | No | If `true`, create the document as pending and distribute it |
| `customDocumentData` | array | No | Maps uploaded replacement PDFs to template envelope items |
| `folderId` | string | No | Folder in which to create the document |
| `prefillFields` | array | No | Field values to prefill before distribution |
| `override` | object | No | Template values to override for the created document |
| `attachments` | array | No | Link attachments to add to the document |
| `formValues` | object | No | PDF form values to apply |
Each recipient entry accepts the following fields:
| Field | Type | Required | Description |
| -------------- | ------- | -------- | -------------------------------------------- |
| `id` | number | Yes | Recipient ID from the template envelope |
| `email` | string | Yes | Recipient email address |
| `name` | string | No | Recipient display name |
| `signingOrder` | number | No | Recipient position in sequential signing |
Each `customDocumentData` entry maps an uploaded file to a template item:
| Field | Type | Required | Description |
| ---------------- | ---------------- | -------- | --------------------------------------------------------------- |
| `identifier` | string \| number | Yes | Uploaded filename or zero-based file index |
| `envelopeItemId` | string | Yes | Template envelope item whose PDF the uploaded file replaces |
### Code Examples
<Tabs items={['curl', 'TypeScript']}>
<Tab value="curl">
```bash
curl -X POST "https://app.documenso.com/api/v2/envelope/use" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-F 'payload={
"envelopeId": "envelope_template123",
"externalId": "contract-2025-001",
"recipients": [
{
"id": 1,
"email": "john.doe@example.com",
"name": "John Doe"
}
],
"prefillFields": [
{
"id": 101,
"type": "text",
"value": "Senior Software Engineer"
}
],
"distributeDocument": false
}'
```
</Tab>
<Tab value="TypeScript">
```typescript
const form = new FormData();
form.append(
'payload',
JSON.stringify({
envelopeId: 'envelope_template123',
externalId: 'contract-2025-001',
recipients: [
{
id: 1,
email: 'john.doe@example.com',
name: 'John Doe',
},
],
prefillFields: [
{
id: 101,
type: 'text',
value: 'Senior Software Engineer',
},
],
distributeDocument: false,
}),
);
const response = await fetch('https://app.documenso.com/api/v2/envelope/use', {
method: 'POST',
headers: {
Authorization: 'api_xxxxxxxxxxxxxxxx',
},
body: form,
});
const document = await response.json();
console.log('Created document envelope:', document.id);
```
</Tab>
</Tabs>
### Response
```json
{
"id": "envelope_document123",
"recipients": [
{
"id": 1,
"name": "John Doe",
"email": "john.doe@example.com",
"token": "recipient_token",
"role": "SIGNER",
"signingOrder": 1,
"signingUrl": "https://app.documenso.com/sign/recipient_token"
}
]
}
```
### Distribute the Created Envelope
If you leave `distributeDocument` unset or set it to `false`, distribute the created document with
`POST /envelope/distribute`. Its response confirms delivery and includes each recipient's signing URL.
```typescript
const distributionResponse = await fetch(
'https://app.documenso.com/api/v2/envelope/distribute',
{
method: 'POST',
headers: {
Authorization: 'api_xxxxxxxxxxxxxxxx',
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: document.id,
}),
},
);
const distribution = await distributionResponse.json();
console.log('Signing URL:', distribution.recipients[0].signingUrl);
```
```json
{
"success": true,
"id": "envelope_document123",
"recipients": [
{
"id": 1,
"name": "John Doe",
"email": "john.doe@example.com",
"token": "recipient_token",
"role": "SIGNER",
"signingOrder": 1,
"signingUrl": "https://app.documenso.com/sign/recipient_token"
}
]
}
```
---
## Deprecated Template Endpoint Reference
<Callout type="warn">
Every `/template/*` endpoint below is deprecated. Use the Envelope API for new integrations and
follow [Migrating to Envelopes](/docs/developers/api/migrate-to-envelopes) to replace existing calls.
The legacy reference remains here to support migrations.
</Callout>
## Legacy Template Object
A template object contains the following properties:
@@ -91,7 +278,7 @@ A template object contains the following properties:
}
```
## List Templates
## List Templates (Deprecated)
Retrieve a paginated list of templates.
@@ -139,8 +326,8 @@ const response = await fetch(`${BASE_URL}/template`, {
},
});
const { data, pagination } = await response.json();
console.log(`Found ${pagination.totalItems} templates`);
const { data, count } = await response.json();
console.log(`Found ${count} templates`);
// Filter by type
const privateResponse = await fetch(
@@ -181,18 +368,16 @@ const privateTemplates = await privateResponse.json();
]
}
],
"pagination": {
"page": 1,
"perPage": 10,
"totalPages": 3,
"totalItems": 25
}
"count": 25,
"currentPage": 1,
"perPage": 10,
"totalPages": 3
}
```
---
## Get Template
## Get Template (Deprecated)
Retrieve a single template by ID.
@@ -238,9 +423,9 @@ Returns the full template object including recipients, fields, and metadata.
---
## Create Document from Template
## Create Document from Template (Deprecated)
Create a new document using a template. This is the primary way to use templates programmatically.
Create a new document using the deprecated template endpoint.
<Callout type="info">
This endpoint does not support [PDF placeholder parsing](/docs/users/documents/advanced/pdf-placeholders). Use `POST /envelope/create` for placeholder-based field positioning.
@@ -415,32 +600,57 @@ const prefilledDocument = await prefillResponse.json();
### Response
Returns the created document object with recipients and signing URLs.
The endpoint returns the full legacy document object. The selected fields below show both the numeric
legacy `id` and canonical `envelopeId`. Recipient entries do not include a `signingUrl`.
```json
{
"id": "envelope_xyz789",
"type": "DOCUMENT",
"id": 789,
"envelopeId": "envelope_xyz789",
"status": "PENDING",
"title": "Employment Contract",
"source": "TEMPLATE",
"title": "Employment Contract",
"externalId": "contract-2025-001",
"recipients": [
{
"id": 1,
"envelopeId": "envelope_xyz789",
"documentId": 789,
"templateId": null,
"email": "john.doe@example.com",
"name": "John Doe",
"role": "SIGNER",
"signingStatus": "NOT_SIGNED",
"signingUrl": "https://app.documenso.com/sign/abc123"
"signingOrder": 1
}
]
}
````
```
To send a document created with `distributeDocument: false` and receive signing links, call
`POST /envelope/distribute` with its `envelopeId`:
```typescript
const document = await response.json();
const distributionResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
method: 'POST',
headers: {
Authorization: API_TOKEN,
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: document.envelopeId,
}),
});
const distribution = await distributionResponse.json();
console.log('Signing URL:', distribution.recipients[0].signingUrl);
```
---
## Override Template Settings
## Override Template Settings (Deprecated)
When creating a document from a template, you can override various settings:
@@ -488,7 +698,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {
---
## Prefill Fields
## Prefill Fields (Deprecated)
Prefill field values when creating a document from a template. This is useful for populating known data before sending.
@@ -577,7 +787,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {
---
## Update Template
## Update Template (Deprecated)
Update a template's properties.
@@ -643,7 +853,7 @@ const template = await response.json();
---
## Duplicate Template
## Duplicate Template (Deprecated)
Create a copy of an existing template.
@@ -695,7 +905,7 @@ console.log('New template ID:', duplicatedTemplate.id);
---
## Delete Template
## Delete Template (Deprecated)
Delete a template.
@@ -754,7 +964,7 @@ const { success } = await response.json();
---
## Direct Link Templates
## Direct Link Templates (Deprecated)
Direct link templates allow recipients to create and sign documents without requiring you to explicitly create each document. When a recipient visits the direct link, a new document is automatically created from the template.
@@ -898,7 +1108,7 @@ const { success } = await response.json();
---
## Custom Document Data
## Custom Document Data (Deprecated)
When creating a document from a template, you can replace the template's PDF with a custom PDF by using the `customDocumentData` parameter. This is useful when you need to generate the PDF dynamically while reusing the template's recipient and field configuration.
@@ -913,7 +1123,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request
---
## Template Types
## Template Types (Legacy)
| Type | Description |
| --------- | ------------------------------------------------------------------ |
@@ -922,7 +1132,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request
---
## Complete Example: Contract Workflow
## Complete Legacy Example: Contract Workflow (Deprecated)
This example demonstrates a complete workflow for using templates to send contracts.
@@ -996,16 +1206,29 @@ async function sendEmploymentContract(employeeData: {
subject: `Employment Contract for ${employeeData.name}`,
message: `Hi ${employeeData.name},\n\nPlease review and sign your employment contract.`,
},
distributeDocument: true,
distributeDocument: false,
externalId: `emp-contract-${Date.now()}`,
}),
});
const document = await documentResponse.json();
// 5. Distribute the envelope and get recipient signing links
const distributionResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
method: 'POST',
headers: {
Authorization: API_TOKEN,
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: document.envelopeId,
}),
});
const distribution = await distributionResponse.json();
return {
documentId: document.id,
signingUrl: document.recipients[0].signingUrl,
envelopeId: document.envelopeId,
signingUrl: distribution.recipients[0].signingUrl,
};
}
@@ -1018,7 +1241,7 @@ const result = await sendEmploymentContract({
startDate: '2025-03-01',
});
console.log('Document created:', result.documentId);
console.log('Document created:', result.envelopeId);
console.log('Signing URL:', result.signingUrl);
````
@@ -256,8 +256,11 @@ Use templates for repeatable document workflows. This example creates an employm
Map template fields by label and build a <code>prefillFields</code> array
</Step>
<Step>
Call <code>POST /template/use</code> with recipients, prefill data, and{' '}
<code>distributeDocument: true</code>
Call <code>POST /template/use</code> with recipients and prefill data
</Step>
<Step>
Distribute the returned envelope via <code>POST /envelope/distribute</code> and read its signing
links
</Step>
</Steps>
@@ -291,7 +294,7 @@ type TemplateRecipient = {
async function sendEmploymentContract(
templateId: number,
employee: EmployeeData,
): Promise<{ documentId: string; signingUrl: string }> {
): Promise<{ documentId: number; signingUrl: string }> {
const templateResponse = await fetch(`${BASE_URL}/template/${templateId}`, {
headers: { Authorization: API_TOKEN },
});
@@ -368,7 +371,6 @@ async function sendEmploymentContract(
subject: `Your Employment Contract at ${employee.department}`,
message: `Hi ${employee.name},\n\nPlease review and sign your employment contract for the ${employee.position} position.\n\nStart date: ${employee.startDate}`,
},
distributeDocument: true,
externalId: `emp-${Date.now()}-${employee.email.split('@')[0]}`,
}),
});
@@ -380,9 +382,25 @@ async function sendEmploymentContract(
const document = await createResponse.json();
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
method: 'POST',
headers: {
Authorization: API_TOKEN,
'Content-Type': 'application/json',
},
body: JSON.stringify({ envelopeId: document.envelopeId }),
});
if (!distributeResponse.ok) {
const error = await distributeResponse.json();
throw new Error(`Failed to send document: ${error.message}`);
}
const distributeResult = await distributeResponse.json();
return {
documentId: document.id,
signingUrl: document.recipients[0].signingUrl,
signingUrl: distributeResult.recipients[0].signingUrl,
};
}
@@ -447,12 +465,17 @@ RESPONSE=$(curl -s -X POST "${BASE_URL}/template/use" \
\"subject\": \"Your Employment Contract\",
\"message\": \"Please review and sign your employment contract.\"
},
\"distributeDocument\": true,
\"externalId\": \"emp-$(date +%s)-alice\"
}")
echo "Document created:"
echo $RESPONSE | jq '{id, signingUrl: .recipients[0].signingUrl}'
ENVELOPE_ID=$(echo $RESPONSE | jq -r '.envelopeId')
DISTRIBUTE_RESPONSE=$(curl -s -X POST "${BASE_URL}/envelope/distribute" \
-H "Authorization: ${API_TOKEN}" \
-H "Content-Type: application/json" \
-d "{\"envelopeId\": \"${ENVELOPE_ID}\"}")
echo "Document created: $(echo $RESPONSE | jq -r '.id')"
echo "Signing URL: $(echo $DISTRIBUTE_RESPONSE | jq -r '.recipients[0].signingUrl')"
````
</Tab>
@@ -470,8 +493,10 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
Fetch the template and get the signer recipient slot ID
</Step>
<Step>
For each recipient, call <code>POST /template/use</code> with{' '}
<code>distributeDocument: true</code>
For each recipient, call <code>POST /template/use</code>
</Step>
<Step>
Distribute each returned envelope via <code>POST /envelope/distribute</code>
</Step>
<Step>
Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
@@ -534,7 +559,6 @@ async function bulkSendFromTemplate(
recipients: [
{ id: signerSlot.id, email: recipient.email, name: recipient.name },
],
distributeDocument: true,
externalId: `bulk-${Date.now()}-${recipient.email}`,
}),
});
@@ -545,10 +569,26 @@ async function bulkSendFromTemplate(
}
const document = await response.json();
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
method: 'POST',
headers: {
Authorization: API_TOKEN,
'Content-Type': 'application/json',
},
body: JSON.stringify({ envelopeId: document.envelopeId }),
});
if (!distributeResponse.ok) {
const error = await distributeResponse.json();
throw new Error(error.message || 'Failed to distribute document');
}
const distributeResult = await distributeResponse.json();
return {
email: recipient.email,
envelopeId: document.id,
signingUrl: document.recipients[0].signingUrl,
envelopeId: document.envelopeId,
signingUrl: distributeResult.recipients[0].signingUrl,
};
}),
);
@@ -621,14 +661,24 @@ for RECIPIENT in "${RECIPIENTS[@]}"; do
\"email\": \"${EMAIL}\",
\"name\": \"${NAME}\"
}],
\"distributeDocument\": true,
\"externalId\": \"bulk-$(date +%s)-${EMAIL}\"
}")
if echo $RESPONSE | jq -e '.id' > /dev/null 2>&1; then
echo " Success: $(echo $RESPONSE | jq -r '.id')"
if echo $RESPONSE | jq -e '.envelopeId' > /dev/null 2>&1; then
ENVELOPE_ID=$(echo $RESPONSE | jq -r '.envelopeId')
DISTRIBUTE_RESPONSE=$(curl -s -X POST "${BASE_URL}/envelope/distribute" \
-H "Authorization: ${API_TOKEN}" \
-H "Content-Type: application/json" \
-d "{\"envelopeId\": \"${ENVELOPE_ID}\"}")
if echo $DISTRIBUTE_RESPONSE | jq -e '.success' > /dev/null 2>&1; then
echo " Success: ${ENVELOPE_ID}"
echo " Signing URL: $(echo $DISTRIBUTE_RESPONSE | jq -r '.recipients[0].signingUrl')"
else
echo " Failed to distribute: $(echo $DISTRIBUTE_RESPONSE | jq -r '.message')"
fi
else
echo " Failed: $(echo $RESPONSE | jq -r '.message')"
echo " Failed to create: $(echo $RESPONSE | jq -r '.message')"
fi
# Rate limiting delay
@@ -831,13 +881,15 @@ After a document is completed, download the signed PDF with all signatures embed
</Step>
</Steps>
The `version` query parameter accepts `original`, `pending`, or `signed`.
<Tabs items={['TypeScript', 'curl']}>
<Tab value="TypeScript">
```typescript
const API_TOKEN = process.env.DOCUMENSO_API_TOKEN;
const BASE_URL = 'https://app.documenso.com/api/v2';
type DownloadVersion = 'signed' | 'original';
type DownloadVersion = 'original' | 'pending' | 'signed';
async function downloadDocument(
envelopeId: string,
@@ -891,7 +943,7 @@ async function downloadAllCompletedDocuments(outputDir: string): Promise<void> {
{ headers: { Authorization: API_TOKEN } },
);
const { data, pagination } = await response.json();
const { data, count, currentPage, perPage, totalPages } = await response.json();
for (const envelope of data) {
try {
@@ -905,8 +957,8 @@ async function downloadAllCompletedDocuments(outputDir: string): Promise<void> {
await new Promise((resolve) => setTimeout(resolve, 500));
}
hasMore = page < pagination.totalPages;
page++;
hasMore = currentPage < totalPages;
page = currentPage + 1;
}
}
@@ -24,20 +24,18 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
{/* prettier-ignore */}
<Steps>
<Step>
### Open settings
### Select a team
- Log in to your Documenso account
- Click your avatar in the top right corner
- Select **Settings** from the dropdown menu
![User dropdown menu](/public-api-images/documenso-user-dropdown-menu.webp)
Log in to Documenso and open the team that the integration should access. API tokens are scoped to a
team.
</Step>
<Step>
### Navigate to the API Tokens tab
### Open API Tokens
Go to **Settings** and open the **API Tokens** tab.
Go to **Team Settings** **API Tokens**, or open
`/t/{teamUrl}/settings/tokens` after replacing `{teamUrl}` with your team's URL.
![API tokens page](/public-api-images/api-tokens-page-documenso.webp)
@@ -48,7 +46,7 @@ Go to **Settings** and open the **API Tokens** tab.
- Click **Create Token**
- Enter a descriptive name (e.g., `production-backend`, `zapier-integration`)
- Select an expiration period: never expires, 7 days, 1 month, 3 months, 6 months, or 1 year
- Select an expiration period: 7 days, 1 month, 3 months, 6 months, 12 months, or Never
- Click **Create Token**
</Step>
@@ -75,21 +73,21 @@ Include the token in the `Authorization` header of your HTTP requests.
### cURL
```bash
curl https://app.documenso.com/api/v2/document \
curl https://app.documenso.com/api/v2/envelope \
-H "Authorization: api_xxxxxxxxxxxxxxxx"
```
### JavaScript / TypeScript
```typescript
const response = await fetch('https://app.documenso.com/api/v2/document', {
const response = await fetch('https://app.documenso.com/api/v2/envelope', {
method: 'GET',
headers: {
Authorization: 'api_xxxxxxxxxxxxxxxx',
},
});
const documents = await response.json();
const envelopes = await response.json();
```
### Using the TypeScript SDK
@@ -129,7 +127,7 @@ SDKs are available for [TypeScript](https://github.com/documenso/sdk-typescript)
## Token Security
API tokens grant full access to your account. Follow these practices to keep them secure:
API tokens grant full API access to the team they were created for. Follow these practices to keep them secure:
- **Never commit tokens to version control.** Use environment variables instead.
- **Use descriptive names.** Names like `zapier-prod` or `backend-staging` help you identify token usage.
@@ -155,12 +153,11 @@ const client = new Documenso({
## Token Scope
API tokens have full access to your account, including:
API tokens have full API access to the team they were created for, including:
- Creating, reading, updating, and deleting documents
- Managing recipients and fields
- Accessing templates
- Managing team resources (if the token owner has team access)
There is currently no way to create tokens with limited scopes or permissions.
@@ -171,7 +168,7 @@ To revoke a token:
{/* prettier-ignore */}
<Steps>
<Step>
Go to **Settings** > **API Tokens**
Go to **Team Settings** **API Tokens**
</Step>
<Step>
Find the token you want to revoke
@@ -194,7 +191,7 @@ Revoked tokens stop working immediately. Any integrations using that token will
</Accordion>
<Accordion title="401 Unauthorized — Expired token">Create a new token in settings.</Accordion>
<Accordion title="403 Forbidden — Token doesn't have access to the resource">
Ensure you're accessing resources owned by the token's account.
Ensure you're accessing resources owned by the token's team.
</Accordion>
</Accordions>
@@ -78,12 +78,10 @@ A successful response returns a list of your documents (envelopes):
"createdAt": "2025-01-15T10:30:00.000Z"
}
],
"pagination": {
"page": 1,
"perPage": 10,
"totalPages": 1,
"totalItems": 1
}
"count": 1,
"currentPage": 1,
"perPage": 10,
"totalPages": 1
}
````
@@ -228,9 +226,12 @@ After creating a document, it's in `DRAFT` status. To send it to recipients, use
<Tabs items={['curl', 'JavaScript']}>
<Tab value="curl">
```bash
curl -X POST "https://app.documenso.com/api/v2/envelope/envelope_abc123/distribute" \
curl -X POST "https://app.documenso.com/api/v2/envelope/distribute" \
-H "Authorization: YOUR_API_TOKEN" \
-H "Content-Type: application/json"
-H "Content-Type: application/json" \
-d '{
"envelopeId": "envelope_abc123"
}'
````
</Tab>
@@ -238,16 +239,14 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/envelope_abc123/distribu
```javascript
const envelopeId = 'envelope_abc123';
const response = await fetch(
`https://app.documenso.com/api/v2/envelope/${envelopeId}/distribute`,
{
method: 'POST',
headers: {
Authorization: 'YOUR_API_TOKEN',
'Content-Type': 'application/json',
},
const response = await fetch('https://app.documenso.com/api/v2/envelope/distribute', {
method: 'POST',
headers: {
Authorization: 'YOUR_API_TOKEN',
'Content-Type': 'application/json',
},
);
body: JSON.stringify({ envelopeId }),
});
const data = await response.json();
console.log('Document sent:', data);
@@ -337,16 +336,14 @@ async function createAndSendDocument(pdfPath, recipientEmail, recipientName) {
console.log('Created envelope:', envelope.id);
// Step 2: Send the document for signing
const distributeResponse = await fetch(
`${BASE_URL}/envelope/${envelope.id}/distribute`,
{
method: 'POST',
headers: {
'Authorization': API_TOKEN,
'Content-Type': 'application/json',
},
}
);
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
method: 'POST',
headers: {
'Authorization': API_TOKEN,
'Content-Type': 'application/json',
},
body: JSON.stringify({ envelopeId: envelope.id }),
});
if (!distributeResponse.ok) {
const error = await distributeResponse.json();
@@ -422,9 +419,12 @@ echo "Created envelope: ${ENVELOPE_ID}"
# Step 2: Send the document for signing
echo "Sending document..."
curl -s -X POST "${BASE_URL}/envelope/${ENVELOPE_ID}/distribute" \
curl -s -X POST "${BASE_URL}/envelope/distribute" \
-H "Authorization: ${API_TOKEN}" \
-H "Content-Type: application/json"
-H "Content-Type: application/json" \
-d "{
\"envelopeId\": \"${ENVELOPE_ID}\"
}"
echo "Document sent for signing!"
@@ -441,7 +441,7 @@ The API returns standard HTTP status codes and JSON error responses:
| `400` | Bad request - check your request payload |
| `401` | Unauthorized - invalid or missing API token |
| `404` | Not found - resource doesn't exist |
| `429` | Rate limited - wait 60 seconds and retry |
| `429` | Rate limited - wait for the duration in the `Retry-After` header |
| `500` | Server error - retry or contact support |
### Error Response Format
@@ -485,7 +485,7 @@ The API returns standard HTTP status codes and JSON error responses:
### Handling Rate Limits
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:
The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. Every response includes `X-RateLimit-Remaining` and `X-RateLimit-Reset` (an epoch timestamp in seconds). When you receive a `429` response, read the `Retry-After` header and wait for that many seconds before retrying. See [Error Handling Patterns](/docs/developers/examples/common-workflows#error-handling-patterns) for a more complete retry strategy.
```javascript
async function fetchWithRetry(url, options, maxRetries = 3) {
@@ -493,8 +493,9 @@ async function fetchWithRetry(url, options, maxRetries = 3) {
const response = await fetch(url, options);
if (response.status === 429) {
console.log('Rate limited, waiting 60 seconds...');
await new Promise((resolve) => setTimeout(resolve, 60000));
const retryAfterSeconds = Number.parseInt(response.headers.get('Retry-After') ?? '1', 10);
console.log(`Rate limited, waiting ${retryAfterSeconds} seconds...`);
await new Promise((resolve) => setTimeout(resolve, retryAfterSeconds * 1000));
continue;
}
@@ -29,7 +29,17 @@ export const updateEnvelopeFieldsRoute = authenticatedProcedure
id: envelopeId,
},
type: null,
fields,
fields: fields.map((field) => ({
id: field.id,
type: field.type,
pageNumber: field.page,
pageX: field.positionX,
pageY: field.positionY,
width: field.width,
height: field.height,
fieldMeta: field.fieldMeta,
envelopeItemId: field.envelopeItemId,
})),
requestMetadata: ctx.metadata,
});