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Author SHA1 Message Date
Lucas Smith fae1798eeb fix: add typecheck to build.sh 2026-03-13 14:06:48 +11:00
Lucas Smith 69e08ac7cd fix: make typecheck work 2026-03-13 12:32:10 +11:00
Lucas Smith f69f3c9473 chore: hoist dev deps 2026-03-13 12:16:24 +11:00
Lucas Smith 9747fd1800 fix: tidy 2026-03-13 12:03:05 +11:00
Lucas Smith 53afafe5db fix: remove hacks 2026-03-13 11:49:56 +11:00
Lucas Smith 38ab1cd4a7 fix: add babel-plugin-macros as explicit devDependency
Required at runtime by @lingui/core/macro when code runs outside
Vite/Rolldown (e.g. prisma seed scripts via tsx). Previously a
transitive dependency of the now-removed vite-plugin-babel-macros.
2026-03-13 10:34:19 +11:00
Lucas Smith b3ef92feb9 perf: upgrade to vite 8, migrate rollup to rolldown, and optimise build pipeline
- Upgrade vite from v7 to v8 (Rolldown-based bundler)
- Migrate server build from rollup to rolldown, eliminating 5 plugins
  (rolldown handles TS, JSX, JSON, CJS, and node resolution natively)
- Replace vite-plugin-babel-macros with targeted lingui macro plugin
  that skips files without macro imports (~90% of files)
- Replace vite-tsconfig-paths with native resolve.tsconfigPaths
- Remove redundant lingui error-reporter plugin (51% of plugin time)
- Narrow optimizeDeps.entries from ~1060 to ~460 files
- Move typecheck out of build into separate CI job (43s -> 24s build)
- Fix card.tsx var() typo exposed by LightningCSS
- Remove 30 unused packages (rollup, babel presets, rollup plugins, etc.)
- Add vite override for peer dep compatibility
- Patch @lingui/vite-plugin with moduleType for Rolldown compat
2026-03-13 10:06:15 +11:00
1950 changed files with 46613 additions and 103292 deletions
@@ -1,239 +0,0 @@
---
date: 2026-03-26
title: Bullmq Background Jobs
---
## Context
The codebase has a well-designed background job provider abstraction (`BaseJobProvider`) with two existing implementations:
- **InngestJobProvider** — cloud/SaaS provider, externally hosted
- **LocalJobProvider** — database-backed (Postgres via Prisma), uses HTTP self-calls to dispatch
The goal is to add a third provider backed by a proper job queue library for self-hosted deployments that need more reliability than the Local provider offers.
### Current Architecture
All code lives in `packages/lib/jobs/`:
- `client/base.ts` — Abstract `BaseJobProvider` with 4 methods: `defineJob()`, `triggerJob()`, `getApiHandler()`, `startCron()`
- `client/client.ts``JobClient` facade, selects provider via `NEXT_PRIVATE_JOBS_PROVIDER` env var
- `client/inngest.ts` — Inngest implementation
- `client/local.ts` — Local/Postgres implementation
- `client/_internal/job.ts` — Core types: `JobDefinition`, `JobRunIO`, `SimpleTriggerJobOptions`
- `definitions/` — 19 job definitions (15 event-triggered, 4 cron)
The `JobRunIO` interface provided to handlers includes:
- `runTask(cacheKey, callback)` — idempotent task execution (cached via `BackgroundJobTask` table)
- `triggerJob(cacheKey, options)` — chain jobs from within handlers
- `wait(cacheKey, ms)` — delay/sleep (not implemented in Local provider)
- `logger` — structured logging
### Local Provider Limitations
The current Local provider has several issues that motivate this work:
1. `io.wait()` throws "Not implemented"
2. HTTP self-call with 150ms fire-and-forget `Promise.race` is fragile
3. No concurrency control — jobs run in the web server process
4. No real retry backoff (immediate re-dispatch)
5. No monitoring/visibility into job status
6. Jobs compete for resources with HTTP request handling
---
## Provider Evaluation
Three alternatives were evaluated against the existing provider interface and project requirements.
### BullMQ (Redis-backed) — Recommended
| Attribute | Detail |
| ------------------- | -------------------------- |
| Backend | Redis 7.x |
| npm downloads/month | ~15M |
| TypeScript | Native |
| Delayed jobs | Yes (ms precision) |
| Cron/repeatable | Yes (`upsertJobScheduler`) |
| Retries + backoff | Yes (exponential, custom) |
| Concurrency control | Yes (per-worker) |
| Rate limiting | Yes (per-queue, per-group) |
| Dashboard | Bull Board (mature) |
| New infrastructure | Yes — Redis required |
**Why BullMQ**: Most mature and widely-adopted Node.js queue. Native delayed jobs solve the `io.wait()` gap. Redis is purpose-built for queue workloads and keeps Postgres clean for application data. Bull Board gives immediate operational visibility. The provider abstraction already exists so wrapping BullMQ is straightforward.
**Trade-off**: Requires Redis, which is additional infrastructure. However, Redis is a single Docker Compose service or a free Upstash tier, and the operational benefit is significant.
### pg-boss (PostgreSQL-backed) — Strong Alternative
| Attribute | Detail |
| ------------------- | ----------------------------- |
| Backend | PostgreSQL (existing) |
| npm downloads/month | ~1.4M |
| TypeScript | Native |
| Delayed jobs | Yes (`startAfter`) |
| Cron/repeatable | Yes (`schedule()`) |
| New infrastructure | No — reuses existing Postgres |
**Why it could work**: Zero new infrastructure since the project already uses Postgres. API maps well to existing patterns.
**Why it's second choice**: Polling-based (no LISTEN/NOTIFY), adds write amplification to the primary database, smaller ecosystem, no dashboard. At scale, queue operations on the primary database become a concern.
### Graphile Worker (PostgreSQL-backed) — Less Suitable
Uses LISTEN/NOTIFY for instant pickup but has a file-based task convention and separate schema that don't mesh well with the existing Prisma-centric architecture. Would require more adapter work.
### Improving the Local Provider — Not Recommended
Fixing the Local provider's issues (wait support, replacing HTTP self-calls, adding concurrency control, backoff) essentially means rebuilding a queue library from scratch with less robustness and no community maintenance.
---
## Recommendation
**Proceed with BullMQ.** It's the most capable option, maps cleanly to the existing provider interface, and is the standard choice for production Node.js applications. Redis is lightweight infrastructure with managed options available at every cloud provider.
**If Redis is a hard blocker**, pg-boss is the clear fallback — but the plan below assumes BullMQ.
---
## Implementation Plan
### Phase 1: BullMQ Provider Core
**File: `packages/lib/jobs/client/bullmq.ts`**
Create `BullMQJobProvider extends BaseJobProvider` with singleton pattern matching the existing providers.
Key implementation details:
1. **Constructor / `getInstance()`**
- Initialize a Redis `IORedis` connection using new env var: `NEXT_PRIVATE_REDIS_URL`
- Create a single `Queue` instance for dispatching jobs, using `NEXT_PRIVATE_REDIS_PREFIX` as the BullMQ `prefix` option (defaults to `documenso` if unset). This namespaces all Redis keys so multiple environments (worktrees, branches, developers) sharing the same Redis instance don't collide.
- Create a single `Worker` instance for processing jobs (in-process, same prefix)
- Store job definitions in a `_jobDefinitions` record (same pattern as Local provider)
2. **`defineJob()`**
- Store definition in `_jobDefinitions` keyed by ID
- If the definition has a `trigger.cron`, register it via `queue.upsertJobScheduler()` with the cron expression
3. **`triggerJob(options)`**
- Find eligible definitions by `trigger.name` (same lookup as Local provider)
- For each, call `queue.add(jobDefinitionId, payload)` with appropriate options
- Support `options.id` for deduplication via BullMQ's `jobId` option
4. **`getApiHandler()`**
- Return a minimal health-check / queue-status handler. Unlike the Local provider, BullMQ workers don't need an HTTP endpoint to receive jobs — they pull from Redis directly. The API handler can return queue metrics for monitoring.
5. **`startCron()`**
- No-op — cron is handled by BullMQ's `upsertJobScheduler` registered during `defineJob()`
6. **Worker setup**
- Single worker processes all job types by dispatching to the correct handler from `_jobDefinitions`
- Configure concurrency with a default of 10 (overridable via `NEXT_PRIVATE_BULLMQ_CONCURRENCY` env var for those who need to tune it)
- Configure retry with exponential backoff: `backoff: { type: 'exponential', delay: 1000 }`
- Default 3 retries (matching current Local provider behavior)
7. **`createJobRunIO(jobId)`** — Implement `JobRunIO`:
- `runTask()`: Reuse the existing `BackgroundJobTask` Prisma table for idempotent task tracking (same pattern as Local provider)
- `triggerJob()`: Delegate to `this.triggerJob()`
- `wait()`: Throw "Not implemented" (same as Local provider). No handler uses `io.wait()` so this has zero impact
- `logger`: Same console-based logger pattern as Local provider
### Phase 2: Provider Registration
**File: `packages/lib/jobs/client/client.ts`**
Add `'bullmq'` case to the provider match:
```typescript
this._provider = match(env('NEXT_PRIVATE_JOBS_PROVIDER'))
.with('inngest', () => InngestJobProvider.getInstance())
.with('bullmq', () => BullMQJobProvider.getInstance())
.otherwise(() => LocalJobProvider.getInstance());
```
**File: `packages/tsconfig/process-env.d.ts`**
Add `'bullmq'` to the `NEXT_PRIVATE_JOBS_PROVIDER` type union and add Redis env var types:
```typescript
NEXT_PRIVATE_JOBS_PROVIDER?: 'inngest' | 'local' | 'bullmq';
NEXT_PRIVATE_REDIS_URL?: string;
NEXT_PRIVATE_REDIS_PREFIX?: string;
NEXT_PRIVATE_BULLMQ_CONCURRENCY?: string;
```
**File: `.env.example`**
Add Redis configuration examples:
```env
NEXT_PRIVATE_JOBS_PROVIDER="local" # Options: local, inngest, bullmq
NEXT_PRIVATE_REDIS_URL="redis://localhost:63790"
NEXT_PRIVATE_REDIS_PREFIX="documenso" # Namespace for Redis keys (useful when sharing a Redis instance)
```
**File: `turbo.json`**
Add `NEXT_PRIVATE_REDIS_URL`, `NEXT_PRIVATE_REDIS_PREFIX`, and `NEXT_PRIVATE_BULLMQ_CONCURRENCY` to the env vars list for cache invalidation.
### Phase 3: Infrastructure & Dependencies
**File: `packages/lib/package.json`**
Add dependencies:
- `bullmq` — the queue library
- `ioredis` — Redis client (peer dependency of BullMQ, but explicit is better)
**File: `docker-compose.yml` (or equivalent)**
Add Redis service for local development:
```yaml
redis:
image: redis:7-alpine
ports:
- '6379:6379'
```
### Phase 4: Optional Enhancements
These are not required for the initial implementation but worth considering for follow-up:
1. **Bull Board integration** — Add a `/api/jobs/dashboard` route that serves Bull Board UI for monitoring. Gate behind an admin auth check.
2. **Separate worker process** — Add an `apps/worker` entry point that runs BullMQ workers without the web server, for deployments that want to isolate job processing from request handling.
3. **Graceful shutdown** — Register `SIGTERM`/`SIGINT` handlers to call `worker.close()` and `queue.close()` for clean shutdown.
4. **BackgroundJob table integration** — Optionally continue writing to the `BackgroundJob` Prisma table for audit/history, using BullMQ events (`completed`, `failed`) to update status. This preserves the existing database-level visibility.
---
## Files to Create/Modify
| File | Action | Description |
| ------------------------------------ | ---------- | ---------------------------------------- |
| `packages/lib/jobs/client/bullmq.ts` | **Create** | BullMQ provider implementation |
| `packages/lib/jobs/client/client.ts` | Modify | Add `'bullmq'` provider case |
| `packages/tsconfig/process-env.d.ts` | Modify | Add type for `'bullmq'` + Redis env vars |
| `.env.example` | Modify | Add Redis config example |
| `turbo.json` | Modify | Add Redis env var to cache keys |
| `packages/lib/package.json` | Modify | Add `bullmq` + `ioredis` dependencies |
| `docker-compose.yml` | Modify | Add Redis service |
---
## Open Questions
1. **Should the BullMQ provider also write to the `BackgroundJob` Prisma table?** This would maintain audit history and allow existing admin tooling to query job status. Trade-off is dual-write complexity.
2. **Redis connection resilience**: Should the provider gracefully degrade if Redis is unavailable (e.g., fall back to Local provider), or fail hard? Failing hard is simpler and more predictable.
## Resolved Questions
- **`io.wait()`**: Not a concern. Only Inngest implements it (via `step.sleep`), the Local provider throws "Not implemented", and no job handler calls `io.wait()`. The BullMQ provider can throw "Not implemented" identically to the Local provider.
@@ -1,138 +0,0 @@
---
date: 2026-05-06
title: Platform Signing Page Branding
---
## What
Platform-plan organisations (and their teams) can customise the **non-embed
signing pages** (`/sign/:token`, `/d/:token`, and the sibling
complete/expired/rejected/waiting pages) with:
- Six brand colour tokens (background, foreground, primary, primary-foreground,
border, ring) plus a border-radius length.
- A free-text custom CSS block (up to 256 KB).
Settings live on `OrganisationGlobalSettings` and `TeamGlobalSettings`. Teams
inherit from the org via the existing `brandingEnabled === null` mechanism.
## Why
- Embed customers already have white-label CSS; Platform customers want the
same coverage on direct signing URLs that they iframe or link to.
- Persisting on org/team (not per envelope) means it's set-and-forget.
- Sanitising **on save** lets us inline the verbatim string at SSR — no
per-render parsing cost, no `<style>.innerHTML` injection on the client.
- Reusing the existing `embedSigningWhiteLabel` claim flag keeps "if you can
white-label an embed, you can white-label this" as one decision.
## How
### Storage (`packages/prisma/schema.prisma`)
Two new fields on each settings model. No new tables.
| Field | Org type | Team type |
| ---------------- | ------------------ | ------------------ |
| `brandingColors` | `Json?` (nullable) | `Json?` (nullable) |
| `brandingCss` | `String @default("")` | `String?` |
Colours are validated against `ZCssVarsSchema`. The team's `null` means
"inherit"; an empty colour object is collapsed to `null` server-side so a
team toggling `brandingEnabled = true` without filling in colours doesn't
silently override the org's defaults with nothing.
### Sanitiser (`packages/lib/utils/sanitize-branding-css.ts`)
PostCSS + `postcss-selector-parser`. Runs on save only.
- Drops selectors containing `::before`/`::after`/`::backdrop`/`::marker` or
the universal `*`.
- Drops integrity-breaking properties (`display`, `position`, `transform`,
layout-affecting dimensions, text-hiding properties).
- Drops declaration values containing `url(`, `expression(`, `@import`,
`javascript:`.
- Strips `!important`.
- Allows `@media` only; drops other at-rules.
- **Does not** rewrite selectors. Scoping happens at render time via native
CSS nesting under `.documenso-branded { ... }`.
- Final-pass tripwire: if a literal `</style` somehow survives serialization,
reject the entire output. PostCSS already escapes `<` to `\3c` whenever it
would form `</...`; the explicit check is belt-and-braces in case a future
serializer regresses.
- Returns `{ css, warnings[] }`. Warnings are surfaced in the UI.
Border-radius is the only token interpolated raw into a `<style>` block; it
is regex-validated (`CSS_LENGTH_REGEX`) at both the Zod schema and the
runtime `toNativeCssVars` call. Belt-and-braces against schema drift.
### Render (`apps/remix/app/components/general/recipient-branding.tsx`)
Each recipient loader calls `loadRecipientBrandingByTeamId` and threads the
payload through to `<RecipientBranding>`, which emits a single
nonce-attributed `<style>`:
```
.documenso-branded {
--background: ...; ...
<user css>
}
```
Native CSS nesting expands user rules under the wrapper. The body class is
applied unconditionally to recipient routes in `root.tsx` via `useMatches()`
so portaled Radix content (dialogs, popovers, tooltips, dropdowns) inherits
the scope.
CSP for recipient routes already supports `<style nonce>`; no policy
changes needed.
### Plan gate
`organisationClaim.flags.embedSigningWhiteLabel || !IS_BILLING_ENABLED()`.
Self-hosted instances always allow. The outer paywall for logo/URL/details
stays on `allowCustomBranding` (Team plan and up); only the new
colour/CSS section is Platform-only.
### UI (`apps/remix/app/components/forms/branding-preferences-form.tsx`)
Extends the existing branding form. Six `<ColorPicker showHex>` (rewritten
to use the native `<input type="color">` instead of `react-colorful`, which
was removed) in a 2-col grid, plus a free-text radius input and an
`<Accordion>` revealing a mono `<Textarea>`. Defaults come from
`packages/lib/constants/theme.ts` (light-mode hex mirror of `theme.css`).
Warnings from the sanitiser are surfaced in an `<Alert variant="warning">`
after save, and the `brandingCss` textarea is re-synced from the persisted
value so the user sees exactly what was stored. Other fields are
deliberately NOT reset on settings refetch — that would clobber in-flight
edits.
### TRPC
`update-organisation-settings` and `update-team-settings` accept the new
fields, run them through `sanitizeBrandingCss` + `normalizeBrandingColors`,
and return any sanitiser warnings to the client. The team route treats
`null` as "inherit"; an empty post-sanitisation string is collapsed to
`null` (team) so an empty override doesn't mask the org's CSS.
## Known accepted limitations
- The sanitiser does not prevent hostile-but-syntactically-valid CSS
(`color: transparent`, low-contrast values, etc.). The customer is
branding **their own** signing pages — we focus on integrity (no
overlay/hide/exfiltrate), not aesthetic policing.
- User rules targeting `body`/`html`/`:root` no-op once nested under the
wrapper class. Documented for users.
- CSS nesting baseline is Chrome 120+ / Firefox 117+ / Safari 16.5+.
Acceptable for the Platform-tier audience.
- No automated `theme.css``theme.ts` sync check; fat comment in
`theme.ts` reminds devs to update both.
- Per-section team inherit is coarse — `brandingEnabled = null` inherits
everything from the org. Per-field inherit toggles are deferred.
## Out of scope
Live preview, embed-route sanitiser unification, email/PDF certificate
branding, custom font upload, the full ~30 colour tokens in the picker UI,
wiring `hidePoweredBy` through to the actual footer.
@@ -1,122 +0,0 @@
---
date: 2026-05-28
title: Custom Brand Logo Url
---
# Problem
`brandingUrl` (the configured "Brand Website") is persisted and editable in branding
settings, but historically it was never consumed anywhere. It flowed into the database,
the settings form, and the admin read-only view, but never affected any rendered output.
We want `brandingUrl` to actually do something, with deliberately different behavior per
surface.
# Relationship we're going for
`brandingUrl` is an **email-only** linking concept. It is intentionally **not** used on
in-app signing surfaces.
| Surface | Custom branding logo configured | `brandingUrl` behavior |
| --- | --- | --- |
| Transactional emails (logo) | Logo shown | Logo links to `brandingUrl` when it is a safe http(s) URL; otherwise plain image |
| Transactional emails (footer) | n/a | `brandingUrl` rendered as a link in the footer when it is a safe http(s) URL |
| Signing pages (V1 + V2, normal + direct-template) | Logo shown | Ignored — logo is a plain image with no link |
| Signing pages (no custom logo) | Documenso fallback shown | Fallback keeps its internal `/` link |
| Embedded signing | Logo shown | Ignored (logo not linked) |
| Embedded authoring/editor | Logo shown | Ignored |
| Settings / admin branding previews | n/a | Unchanged (display only) |
Rationale:
- On signing pages the recipient is mid-task; sending them off to an external marketing
site via the logo is undesirable, so the custom logo is a plain image there.
- In emails the logo and a footer link to the brand's own site are a normal, expected
pattern and reinforce that the email is legitimately from that brand.
# Decisions
## Scope
- Use `brandingUrl` only in transactional email rendering:
- The shared email logo component links the custom branding logo to `brandingUrl`.
- The shared email footer renders `brandingUrl` as a link.
- On signing surfaces, render a configured custom branding logo as a plain image with no
link wrapper. Leave the Documenso fallback logo's internal `/` link untouched.
- Do not change embedded signing, embedded authoring/editor, or settings/admin previews.
- No Prisma schema or database migration. `brandingUrl` already exists and is editable.
## URL safety
Rendering must be defensive because old/imported data can bypass the branding form's URL
validation. Only treat the stored value as a usable Brand Website when it parses as an
absolute `http:` or `https:` URL.
- Empty, missing, invalid, relative, or non-http(s) values are treated as "no Brand
Website" and produce a plain logo / no footer link.
- Do not mutate stored settings or run a cleanup migration.
- Factored into a single shared helper so both email logo and footer apply identical rules:
- `packages/email/utils/branding-url.ts` -> `getSafeBrandingUrl(value): string | null`.
## Email rendering
- New shared component `packages/email/template-components/template-branding-logo.tsx`
(`TemplateBrandingLogo`) renders either:
- the custom branding logo, wrapped in a `Link` to the safe `brandingUrl` with
`target="_blank"` when one exists, or a plain `Img` when not; or
- the Documenso fallback logo (`/static/logo.png`) when custom branding is disabled or
no logo is set.
- This component replaced the duplicated `brandingEnabled && brandingLogo ? <Img/> : <fallback/>`
ternary that was copy-pasted across all transactional email templates.
- `packages/email/template-components/template-footer.tsx` renders `brandingUrl` as a
footer link (via `getSafeBrandingUrl`) when branding is enabled and the URL is safe.
The branding context already exposes `brandingUrl` (`packages/email/providers/branding.tsx`),
populated by `teamGlobalSettingsToBranding` / `organisationGlobalSettingsToBranding`
(which spread `...settings`), so no additional plumbing into the email branding context was
required.
## Signing rendering
- `apps/remix/app/components/general/document-signing/document-signing-page-view-v1.tsx`:
custom logo renders as a bare `<img>`. `brandingUrl` is not read; the local branding type
and loader payload no longer carry it.
- `apps/remix/app/components/general/envelope-signing/envelope-signer-header.tsx` (V2,
shared by normal and direct-template signing): custom logo renders as a bare `<img>`; the
Documenso fallback keeps its `<Link to="/">`.
- `apps/remix/app/routes/_recipient+/sign.$token+/_index.tsx`: V1 loader branding payload no
longer includes `brandingUrl`.
- `packages/lib/server-only/envelope/get-envelope-for-recipient-signing.ts` and
`get-envelope-for-direct-template-signing.ts`: `brandingUrl` removed from the V2
`EnvelopeForSigningResponse.settings` schema/payload since it is not consumed there.
# History
An earlier iteration of this plan wired `brandingUrl` into the in-app signing pages so a
custom logo linked to the Brand Website (external `<a target="_blank">`, internal `/`
fallback otherwise) and added `brandingUrl` to the V1/V2 signing payloads. That direction
was reversed: signing-page logos are now plain images and `brandingUrl` is email-only. The
signing payload additions were removed.
# Test coverage
`packages/app-tests/e2e/signing-branding.spec.ts`:
- V1 normal `/sign/:token`: custom logo is a plain image, not inside a link, and no
`brandingUrl` link is present.
- V2 normal `/sign/:token` and V2 direct-template: same plain-image assertions.
- V2 with no custom logo: Documenso fallback still links to `/`.
- Embedded signing: no custom-logo Brand Website link is rendered.
# Acceptance criteria
- A custom branding logo on any signing surface (V1, V2 normal, V2 direct-template, embedded)
renders as a plain image with no link, and `brandingUrl` is never rendered as a link there.
- Documenso fallback logos continue linking to `/`.
- In transactional emails, when a custom logo and a safe `brandingUrl` are configured, the
email logo links to `brandingUrl` (new tab) and the footer shows the Brand Website link.
- In transactional emails, when `brandingUrl` is empty/invalid/relative/non-http(s), the logo
is a plain image and no footer Brand Website link is shown.
- URL safety is enforced through the single shared `getSafeBrandingUrl` helper.
- Settings/admin branding previews are unchanged.
- No schema or migration changes.
@@ -1,94 +0,0 @@
---
date: 2026-04-22
title: Partial Signed Pdf Download
---
## Summary
Let team members fetch a PDF with all currently-inserted fields burned in while the envelope is still in `PENDING` status. Today the only available bytes for a pending envelope are the original (no fields) - the sealed PDF only materialises after the last recipient signs and the `seal-document` job runs.
Exposed in two places:
- v2 API: `GET /api/v2/envelope/item/{envelopeItemId}/download?version=pending` (API-token auth)
- UI: a `Partial` button in the existing `EnvelopeDownloadDialog`, alongside `Original`. Replaces the `Signed` slot when the envelope is `PENDING`. Backed by the existing session-authed file route `GET /api/files/envelope/{envelopeId}/envelopeItem/{id}/download/pending`.
## Scope
- v2 API only (no v1).
- `internalVersion === 2` envelopes only. Legacy v1 returns 400 `ENVELOPE_LEGACY`.
- Team-side / owner only. No recipient-token download path - recipients have the in-app overlay viewer for verification, and a downloadable half-signed PDF is a leak vector for partially-executed contracts. Enforced both at the server (the recipient-token file route does not accept `pending`) and at the UI (the dialog hides the Partial button when a recipient token is set).
- No PKI signature, no certificate page, no audit log appendix - the response is explicitly not a final executed document.
- No watermark or banner text. The filename suffix (`_pending.pdf`), the `Cache-Control: no-store, private` header, and the absence of a PKI signature are sufficient to signal draft status.
## Behaviour
API response matrix (both `/api/v2/envelope/item/{id}/download?version=pending` and the UI-facing `/api/files/envelope/{envelopeId}/envelopeItem/{id}/download/pending`):
| Envelope status | Response |
|---|---|
| `PENDING` (v2) | 200, PDF with currently-inserted fields burned in |
| `PENDING` (v1) | 400 `ENVELOPE_LEGACY` |
| `DRAFT` | 400 `ENVELOPE_DRAFT` |
| `COMPLETED` | 400 `ENVELOPE_COMPLETED` |
| `REJECTED` | 400 `ENVELOPE_REJECTED` |
All v1-vs-v2 / status-mismatch errors are 4xx so callers can cleanly separate them from real server failures (5xx). Specifically v1 PENDING returns 400 not 501: 5xx is reserved for actual server problems, while "this envelope can't satisfy this request shape" is a client-addressable condition.
Filename: `{title}_pending.pdf`.
ETag is content-addressed over `sha256(envelope.status + sorted((field.id, field.customText, field.signature?.id, field.signature?.created) for inserted===true fields))`. Returns 304 on `If-None-Match` match.
No persistent caching. Generated on-demand per request when ETag misses.
Error response shape (envelope item v2 download route and the team-side file route): preserves the existing `{ error: <message> }` field for backwards compatibility and adds `code: <APP_ERROR_CODE>` as a new field for callers that want to branch on it. The document download route (`/document/{documentId}/download`) is untouched.
## UI
`apps/remix/app/components/dialogs/envelope-download-dialog.tsx`:
- The dialog shows `Original` plus one of:
- `Signed` when status is `COMPLETED` (existing behaviour)
- `Partial` when status is `PENDING`, there is no recipient token, and the envelope is not legacy (`!isLegacy`)
- nothing otherwise
- New optional prop `isLegacy?: boolean`. Only consulted to gate the `Partial` button, so callers whose status can never be `PENDING` (DRAFT/COMPLETED/REJECTED hardcoded, or `isComplete: true` matchers) and callers that always set a recipient token can omit it. Three call sites pass it (`isLegacy={envelope.internalVersion === 1}`): `documents-table-action-dropdown.tsx`, `envelope-editor.tsx`, `document-page-view-dropdown.tsx`. The other eight callers were left alone.
Trade-off: a future team-side dialog usage where status could be PENDING but the dev forgets `isLegacy` will silently not render the Partial button. The status gate prevents an actively broken click; missing button is discoverable in testing. Required-prop alternative was rejected because eight of eleven call sites would carry a meaningless value.
## Files
Server:
- `apps/remix/server/api/download/download.types.ts` - added `'pending'` to the `version` enum; split the validator into `param` (envelopeItemId) + `query` (version). The original wiring as a path-param validator was a pre-existing bug: requests like `?version=original` were silently returning the signed PDF since `version` actually arrives as a query string. Fixed as a side effect.
- `packages/trpc/server/envelope-router/download-envelope-item.types.ts` - mirrored the enum change in the OpenAPI schema.
- `apps/remix/server/api/download/download.ts` - the envelope item v2 route now fetches envelope recipients alongside the envelope, branches on `version` when calling the helper, and emits AppError responses as `{ error, code }` consistently across all status codes.
- `apps/remix/server/api/files/files.types.ts` - added `'pending'` to the team-side download schema only. The recipient-token download schema is untouched, so `/api/files/token/.../download/pending` is rejected by the schema validator.
- `apps/remix/server/api/files/files.ts` - the team-side download handler fetches envelope recipients and dispatches the `pending` branch through the same `handleEnvelopeItemFileRequest` helper. Wrapped in a try/catch that returns `{ error, code }` for AppErrors.
- `apps/remix/server/api/files/files.helpers.ts` - `handleEnvelopeItemFileRequest` is now a single entry point taking a discriminated-union options type. The static-file flow (`signed`/`original`) and the on-demand pending flow are private helpers in the same module.
- `packages/lib/server-only/pdf/generate-partial-signed-pdf.ts` (new) - small orchestrator that loads the original PDF, groups inserted fields by page, calls the existing `insertFieldInPDFV2` overlay helper for each page, flattens, and saves.
- `packages/lib/errors/app-error.ts` - added `ENVELOPE_DRAFT`, `ENVELOPE_COMPLETED`, `ENVELOPE_REJECTED`, `ENVELOPE_LEGACY` codes, all mapped to 400. The legacy-envelope case deliberately returns 4xx rather than 501 to keep "this resource can't satisfy this operation" distinct from real 5xx server failures in caller logs/metrics.
Client:
- `packages/lib/utils/envelope-download.ts` - `EnvelopeItemPdfUrlOptions` download variant now allows `'pending'` as a version. The recipient-token URL builder will produce a URL the server rejects, but the dialog gates on no-token at the call site.
- `packages/lib/client-only/download-pdf.ts` - `DocumentVersion` extended; filename suffix logic moved into a small switch (`_signed.pdf`, `_pending.pdf`, `.pdf`).
- `apps/remix/app/components/dialogs/envelope-download-dialog.tsx` - secondary download derivation with the new `Partial` branch, optional `isLegacy` prop.
- `apps/remix/app/components/tables/documents-table-action-dropdown.tsx`, `apps/remix/app/components/general/envelope-editor/envelope-editor.tsx`, `apps/remix/app/components/general/document/document-page-view-dropdown.tsx` - pass `isLegacy={envelope.internalVersion === 1}` (or `row.internalVersion === 1`) to the dialog.
## Verification
1. E2E (`packages/app-tests/e2e/api/v2/partial-signed-pdf-download.spec.ts`):
- Pending envelope, recipient 1 signs, API token download with `?version=pending` returns 200 + PDF; subsequent call with `If-None-Match: <etag>` returns 304; after recipient 2 completes the envelope flips to `COMPLETED` and the same call returns 400 `ENVELOPE_COMPLETED`; `?version=signed` then succeeds.
- Draft envelope returns 400 `ENVELOPE_DRAFT`.
- `internalVersion === 1` pending envelope returns 400 `ENVELOPE_LEGACY`.
2. `npx tsc --noEmit -p apps/remix/tsconfig.json` and `npm run lint`.
3. Manual: open the Documents table or envelope editor on a PENDING envelope (v2), open the download dialog, confirm `Partial` appears alongside `Original` and produces a `_pending.pdf` with current fields burned in. Same dialog on a COMPLETED envelope shows `Signed`. Same dialog on a v1 PENDING envelope shows neither (status gate would show Partial, but the `isLegacy` flag filters it out).
## Out of Scope / Follow-ups
- Recipient-token download path (API and UI) - decided against. Revisit if there is concrete demand and a story for limiting the leak vector.
- v1 API parity / v1 partial rendering - not building. Implementing partial for v1 would require porting `legacy_insertFieldInPDF` / `insertFieldInPDFV1` into a partial-only flow, which is code with no long-term home as v1 is being phased out.
- Document download route (`/document/{documentId}/download`) - untouched. Same error shape and validator wiring as before. Consider normalising to the same `{ error, code }` shape in a follow-up if any caller wants to branch on `code` from that route.
- Persistent caching layer / job-queue generation - revisit if p95 latency on large PDFs becomes an issue.
- Specific toast for `ENVELOPE_LEGACY` in the dialog - currently the catch-all "Something went wrong" handles it. Worth a polish if v1 PENDING envelopes are common in your data and we see complaints. (Note: with the `isLegacy` gate at the UI, the error is unreachable from the dialog itself; the API can still surface it for direct callers.)
@@ -1,146 +0,0 @@
---
date: 2026-05-28
title: Rejected Expired Recipient Filters
---
## Context
Customers need to find (a) envelopes/documents in the `REJECTED` state and (b) envelopes
with at least one recipient whose signing link has **expired**. Today the UI only exposes
`INBOX / PENDING / COMPLETED / DRAFT / ALL` tabs, and the public API has no way to filter by
expired recipient links — forcing a fetch-all-`PENDING`-then-inspect-each-recipient workaround.
Two key facts from exploration shaped this plan:
- **`REJECTED` is already fully wired in the backend** — the where-clause (`find-documents.ts`),
stats counts (`get-stats.ts`), tRPC response schema, `ExtendedDocumentStatus` enum, and the
`FRIENDLY_STATUS_MAP` display all handle it. It is simply absent from the UI tab array.
- **Renewing expired links already works.** `resendDocument` refreshes `expiresAt` and clears
`expirationNotifiedAt` for unsigned, non-CC recipients (`resend-document.ts:98-121`), exposed
publicly via `POST /api/v2/document/redistribute` and `/api/v2/envelope/redistribute` and via the
resend/redistribute UI dialogs. No new renew mechanism is needed — only documentation/wording.
Expiration is a per-recipient condition (not an envelope status). The approved design models it
in the UI as an `EXPIRED` **pseudo-status tab** (reusing the existing tab machinery, mirroring how
`REJECTED` works) and in the public API as an orthogonal boolean `hasExpiredRecipients`. Both share
one EXISTS predicate.
Definition of "expired recipient" (matches `isRecipientExpired`, `packages/lib/utils/recipients.ts:118`):
a `Recipient` with `expiresAt IS NOT NULL AND expiresAt <= now() AND signingStatus = NOT_SIGNED AND role != CC`.
## Approach
### A. Shared EXISTS predicate (reused 4x, justified)
Add a local `hasExpiredRecipient(eb)` helper — modeled on the existing per-file `recipientExists` /
`senderEmailIs` helpers — to `find-documents.ts`, `get-stats.ts`, and `find-envelopes.ts`. It is the
single source of truth for the expired condition above (using `new Date()` for `now`, matching the
`period` filter's `.toJSDate()` style).
### B. REJECTED tab (UI only — backend already done)
- `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx`: add
`ExtendedDocumentStatus.REJECTED` to the tab array (lines 149-155). Count badge, highlight, and
`?status=REJECTED` filtering already work via existing machinery.
### C. EXPIRED pseudo-status (UI + internal stats)
1. `packages/prisma/types/extended-document-status.ts`: add `EXPIRED: 'EXPIRED'`. Internal-only —
the public `DocumentStatus` enum is unaffected. This intentionally surfaces TS errors at the three
exhaustive/`Record<ExtendedDocumentStatus>` sites below, forcing them to be handled.
2. `packages/lib/server-only/document/find-documents.ts`:
- Add `.with(ExtendedDocumentStatus.EXPIRED, ...)` to **both** `applyPersonalFilters` and
`applyTeamFilters`, mirroring the `COMPLETED` branch's access control (deleted + visibility +
owner/recipient access) with `hasExpiredRecipient(eb)` AND-ed in. Do **not** constrain
`Envelope.status` — the EXISTS already restricts to unsigned recipients.
3. `packages/lib/server-only/document/get-stats.ts`:
- Add an `expiredQuery` mirroring `pendingQuery`'s access control + `hasExpiredRecipient(eb)`.
- Add it to the `Promise.all`, add `[ExtendedDocumentStatus.EXPIRED]: expired` to the `stats`
record. **Do not** add `expired` to the `all` sum (it overlaps `PENDING`).
4. `packages/trpc/server/document-router/find-documents-internal.types.ts`: add
`[ExtendedDocumentStatus.EXPIRED]: z.number()` to the `stats` response object. (`status` already
accepts the extended enum via `z.nativeEnum(ExtendedDocumentStatus)`.)
5. `apps/remix/app/components/general/document/document-status.tsx`: add an `EXPIRED` entry to
`FRIENDLY_STATUS_MAP``label: msg` Expired, an icon (e.g. lucide `TimerOff`, matching the
`/sign/$token/expired` page), and a distinct color (e.g. `text-orange-500`) to differentiate from
`REJECTED` (red).
6. `documents._index.tsx`: add `[ExtendedDocumentStatus.EXPIRED]: 0` to the `stats` `useState`
initializer and `ExtendedDocumentStatus.EXPIRED` to the tab array. Final order:
`INBOX, PENDING, COMPLETED, DRAFT, REJECTED, EXPIRED, ALL`.
7. (Optional, recommended) `apps/remix/app/components/tables/documents-table-empty-state.tsx`: add
tailored `EXPIRED` and `REJECTED` empty-state copy (currently both fall through to `.otherwise()`).
### D. Public API boolean `hasExpiredRecipients` (document + envelope, v2)
1. `packages/lib/server-only/document/find-documents.ts`: add `hasExpiredRecipients?: boolean` to
`FindDocumentsOptions`; when true, apply `.where((eb) => hasExpiredRecipient(eb))` inside
`buildBaseQuery` (orthogonal/additive to any `status`).
2. `packages/trpc/server/document-router/find-documents.types.ts`: add a query-safe boolean
`hasExpiredRecipients` to `ZFindDocumentsRequestSchema` with a `.describe(...)`. Mirror the
existing boolean-query-param handling in `find-document-audit-logs.types.ts`
(`filterForRecentActivity`) — avoid raw `z.coerce.boolean()` (the "false" -> true footgun); use a
string transform if needed. Pass it through in `find-documents.ts` (public handler).
3. `packages/lib/server-only/envelope/find-envelopes.ts`: add `hasExpiredRecipients?: boolean` to
`FindEnvelopesOptions` + the `hasExpiredRecipient(eb)` helper + the additive `.where`.
4. `packages/trpc/server/envelope-router/find-envelopes.types.ts`: add the same param to
`ZFindEnvelopesRequestSchema`; pass it through in the envelope-router find handler.
The param auto-appears in the generated `/api/v2/openapi.json`.
Note: REST v1 `GET /api/v1/documents` is deprecated and lacks status filtering — left unchanged.
`REJECTED` is already a valid public `status` value (`DocumentStatus.REJECTED`), so no API change is
needed for rejected filtering.
### E. Renew expired links — documentation only
No functional change. Document that resending renews expired links:
- Update the `.description` in `packages/trpc/server/document-router/redistribute-document.types.ts`
and `packages/trpc/server/envelope-router/redistribute-envelope.types.ts` to state that
redistributing refreshes the signing-link expiration for unsigned recipients.
- Optionally adjust resend/redistribute dialog copy
(`apps/remix/app/components/dialogs/document-resend-dialog.tsx`,
`envelope-redistribute-dialog.tsx`) to mention it renews expired links.
## Files To Modify (summary)
| Area | File |
|------|------|
| Enum | `packages/prisma/types/extended-document-status.ts` |
| Where-clause + API option | `packages/lib/server-only/document/find-documents.ts` |
| Stats counts | `packages/lib/server-only/document/get-stats.ts` |
| Envelope find (API) | `packages/lib/server-only/envelope/find-envelopes.ts` |
| Internal tRPC stats schema | `packages/trpc/server/document-router/find-documents-internal.types.ts` |
| Public doc API schema + handler | `packages/trpc/server/document-router/find-documents.types.ts`, `find-documents.ts` |
| Public envelope API schema + handler | `packages/trpc/server/envelope-router/find-envelopes.types.ts`, `find-envelopes.ts` |
| Status display | `apps/remix/app/components/general/document/document-status.tsx` |
| Tabs + stats init | `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx` |
| Empty state (optional) | `apps/remix/app/components/tables/documents-table-empty-state.tsx` |
| Renew docs | `redistribute-document.types.ts`, `redistribute-envelope.types.ts` (+ resend dialogs, optional) |
## Reused Utilities / Patterns
- `recipientExists` / `senderEmailIs` (per-file Kysely EXISTS helpers) — the template for the new
`hasExpiredRecipient` helper.
- `REJECTED` branches in `find-documents.ts` (lines 279, 416) and `rejectedQuery` in `get-stats.ts`
(line 227) — the template for the `EXPIRED` branches / `expiredQuery`.
- `isRecipientExpired` (`packages/lib/utils/recipients.ts:118`) — defines the `expiresAt <= now`
semantics to match.
- Existing tab machinery in `documents._index.tsx` (`getTabHref`, count badge, personal-org `.filter`)
— works unchanged for the new tabs.
- `resendDocument` / `trpc.document.redistribute` / `trpc.envelope.redistribute` — existing renew path.
## Verification
1. **Typecheck** (the enum change forces all exhaustive/Record sites): `npm run typecheck -w @documenso/remix`.
2. **Seed + UI** (dev server already running): seed a team via `seedTeam`, send a document, then:
- Reject one as a recipient -> it appears under the new **Rejected** tab with a count.
- Force expiry (set a recipient `expiresAt` in the past, e.g. via Prisma Studio or a short
`envelopeExpirationPeriod`) -> the doc appears under the new **Expired** tab with a count, and the
count excludes signed/CC recipients.
3. **Public API**: `GET /api/v2/document?hasExpiredRecipients=true` and
`GET /api/v2/envelope?hasExpiredRecipients=true` (Bearer API token) return only envelopes with >=1
expired unsigned recipient; confirm `GET /api/v2/document?status=REJECTED` works. Verify the param
appears in `/api/v2/openapi.json`.
4. **Renew**: on an expired doc, run resend/redistribute (UI dialog or
`POST /api/v2/document/redistribute`) -> recipient `expiresAt` is refreshed, the doc leaves the
Expired tab, and the signing link no longer redirects to `/sign/$token/expired`.
5. **E2E** (optional): extend `packages/app-tests/e2e/envelopes/envelope-expiration-send.spec.ts`
with an Expired-tab assertion.
6. Do **not** modify/commit `packages/lib/translations/*.po`; run `npm run translate` only if needed
for new `msg`/`Trans` strings, and keep generated `.po` files out of the branch.
## Open Questions
- Exact icon/color for the `EXPIRED` tab (proposed: `TimerOff`, `text-orange-500`).
- Whether to add the optional tailored empty-state copy now or defer.
+3 -66
View File
@@ -35,8 +35,6 @@ NEXT_PRIVATE_OIDC_PROMPT="login"
NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
# URL used by the web app to request itself (e.g. local background jobs)
NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
# OPTIONAL: Comma-separated hostnames or IPs whose webhooks are allowed to resolve to private/loopback addresses. (e.g., internal.example.com,192.168.1.5).
NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS=
# [[SERVER]]
# OPTIONAL: The port the server will listen on. Defaults to 3000.
@@ -48,7 +46,7 @@ NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documen
NEXT_PRIVATE_DIRECT_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
# [[SIGNING]]
# The transport to use for document signing. Available options: local (default) | gcloud-hsm | csc
# The transport to use for document signing. Available options: local (default) | gcloud-hsm
NEXT_PRIVATE_SIGNING_TRANSPORT="local"
# OPTIONAL: The passphrase to use for the local file-based signing transport.
NEXT_PRIVATE_SIGNING_PASSPHRASE=
@@ -70,14 +68,6 @@ NEXT_PRIVATE_SIGNING_GCLOUD_HSM_CERT_CHAIN_FILE_PATH=
NEXT_PRIVATE_SIGNING_GCLOUD_HSM_CERT_CHAIN_CONTENTS=
# OPTIONAL: The Google Secret Manager path to retrieve the certificate for the gcloud-hsm signing transport.
NEXT_PRIVATE_SIGNING_GCLOUD_HSM_SECRET_MANAGER_CERT_PATH=
# OPTIONAL: The base URL of the Cloud Signature Consortium (CSC) provider for the csc signing transport.
NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL=
# OPTIONAL: The OAuth client ID registered with the CSC provider for the csc signing transport.
NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID=
# OPTIONAL: The OAuth client secret registered with the CSC provider for the csc signing transport.
NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET=
# OPTIONAL: Default signature level for envelopes created on a CSC instance when the caller doesn't specify one. Available options: AES (default) | QES. Explicit AES/QES requests always pass through unchanged.
NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL=
# OPTIONAL: Comma-separated list of timestamp authority URLs for PDF signing (enables LTV and archival timestamps).
NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY=
# OPTIONAL: Contact info to embed in PDF signatures. Defaults to the webapp URL.
@@ -103,7 +93,7 @@ NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID="documenso"
NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY="password"
# [[SMTP]]
# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | resend | mailchannels
# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | mailchannels
NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth"
# OPTIONAL: Defines the host to use for sending emails.
NEXT_PRIVATE_SMTP_HOST="127.0.0.1"
@@ -153,47 +143,16 @@ NEXT_PRIVATE_STRIPE_API_KEY=
NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
# [[BACKGROUND JOBS]]
# Available options: local (default) | inngest | bullmq
NEXT_PRIVATE_JOBS_PROVIDER="local"
NEXT_PRIVATE_INNGEST_EVENT_KEY=
# OPTIONAL: Redis URL for the BullMQ jobs provider.
NEXT_PRIVATE_REDIS_URL="redis://localhost:63790"
# OPTIONAL: Key prefix for Redis to namespace queues (useful when sharing a Redis instance).
NEXT_PRIVATE_REDIS_PREFIX="documenso"
# OPTIONAL: Number of concurrent jobs to process. Defaults to 10.
# NEXT_PRIVATE_BULLMQ_CONCURRENCY=10
# [[FEATURES]]
# OPTIONAL: Leave blank to disable PostHog and feature flags.
NEXT_PUBLIC_POSTHOG_KEY=""
# OPTIONAL: Leave blank to disable billing.
NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
# OPTIONAL: Set to "true" to disable all signup methods (email, Google, Microsoft, OIDC, including the organisation OIDC portal).
# OPTIONAL: Leave blank to allow users to signup through /signup page.
NEXT_PUBLIC_DISABLE_SIGNUP=
# OPTIONAL: Set to "true" to disable email/password signup only.
NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP=
# OPTIONAL: Set to "true" to block new-account creation through Google. Existing linked users can still sign in.
NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP=
# OPTIONAL: Set to "true" to block new-account creation through Microsoft. Existing linked users can still sign in.
NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=
# OPTIONAL: Set to "true" to block new-account creation through OIDC (including the organisation portal).
NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=
# OPTIONAL: Comma-separated list of email domains allowed to sign up (e.g., example.com,acme.org).
NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=
# OPTIONAL: Set to "true" to disable all signin methods (email, Google, Microsoft, OIDC).
NEXT_PUBLIC_DISABLE_SIGNIN=
# OPTIONAL: Set to "true" to disable email/password signin only. Also closes /forgot-password and /reset-password.
NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=
# OPTIONAL: Set to "true" to hide the Google signin button.
NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=
# OPTIONAL: Set to "true" to hide the Microsoft signin button.
NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=
# OPTIONAL: Set to "true" to hide the OIDC signin button.
NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=
# OPTIONAL: When OIDC is the only enabled signin transport, /signin auto-redirects
# to the OIDC provider (rendering only a spinner). Set to "true" to disable this
# and keep showing the signin page.
NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=
# OPTIONAL: Set to true to use internal webapp url in browserless requests.
NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
@@ -212,14 +171,6 @@ GOOGLE_VERTEX_LOCATION="global"
# https://console.cloud.google.com/vertex-ai/studio/settings/api-keys
GOOGLE_VERTEX_API_KEY=""
# [[CLOUDFLARE TURNSTILE]]
# OPTIONAL: Cloudflare Turnstile site key (public). When configured, Turnstile challenges
# will be shown on sign-up (visible) and sign-in (invisible) pages.
# See: https://developers.cloudflare.com/turnstile/
NEXT_PUBLIC_TURNSTILE_SITE_KEY=
# OPTIONAL: Cloudflare Turnstile secret key (server-side verification).
NEXT_PRIVATE_TURNSTILE_SECRET_KEY=
# [[E2E Tests]]
E2E_TEST_AUTHENTICATE_USERNAME="Test User"
E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
@@ -233,17 +184,3 @@ NEXT_PRIVATE_LOGGER_FILE_PATH=
# [[PLAIN SUPPORT]]
NEXT_PRIVATE_PLAIN_API_KEY=
# [[DOCUMENT CONVERSION]]
# OPTIONAL: Base URL of a Gotenberg-compatible service used to convert uploaded
# DOCX files to PDF on the server. When unset, DOCX uploads are disabled and
# only PDF is accepted. The dev docker compose exposes Gotenberg on port 3005.
# NEXT_PRIVATE_DOCUMENT_CONVERSION_URL="http://localhost:3005"
# OPTIONAL: Per-request timeout in milliseconds for the conversion service.
# Defaults to 30000 (30s) if unset.
# NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS=30000
# OPTIONAL: HTTP Basic auth credentials for the conversion service. Set both
# when the service is started with `--api-enable-basic-auth` (the dev compose
# does this; the matching values there are `documenso` / `password`).
# NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
# NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=password
+8
View File
@@ -0,0 +1,8 @@
# Config files
*.config.js
*.config.cjs
# Statically hosted javascript files
apps/*/public/*.js
apps/*/public/*.cjs
scripts/
+16
View File
@@ -0,0 +1,16 @@
/** @type {import('eslint').Linter.Config} */
module.exports = {
root: true,
extends: ['@documenso/eslint-config'],
rules: {
'@next/next/no-img-element': 'off',
'no-unreachable': 'error',
'react-hooks/exhaustive-deps': 'off',
},
settings: {
next: {
rootDir: ['apps/*/'],
},
},
ignorePatterns: ['lingui.config.ts', 'packages/lib/translations/**/*.js'],
};
+2 -1
View File
@@ -34,7 +34,7 @@ body:
label: Browser [e.g., Chrome, Firefox]
- type: input
attributes:
label: Version [e.g., 2.13.0]
label: Version [e.g., 2.0.1]
- type: checkboxes
attributes:
label: Please check the boxes that apply to this issue report.
@@ -44,3 +44,4 @@ body:
- label: I have included relevant environment information.
- label: I have included any relevant screenshots.
- label: I understand that this is a voluntary contribution and that there is no guarantee of resolution.
- label: I want to work on creating a PR for this issue if approved
-11
View File
@@ -1,11 +0,0 @@
blank_issues_enabled: false
contact_links:
- name: Security vulnerability
url: https://github.com/documenso/documenso/security/advisories/new
about: Please report security vulnerabilities privately via GitHub Security Advisories. Do not open a public issue.
- name: Questions & Discussions
url: https://github.com/documenso/documenso/discussions
about: Ask questions, share ideas, and discuss Documenso with the community.
- name: Discord
url: https://documen.so/discord
about: Chat with the community and the team.
@@ -33,3 +33,4 @@ body:
- label: I have explained the use case or scenario for this feature.
- label: I have included any relevant technical details or design suggestions.
- label: I understand that this is a suggestion and that there is no guarantee of implementation.
- label: I want to work on creating a PR for this issue if approved
+11
View File
@@ -15,6 +15,17 @@ body:
description: 'Are there any additional context or information that might be relevant to the improvement suggestion.'
validations:
required: false
- type: dropdown
id: assignee
attributes:
label: 'Do you want to work on this improvement?'
multiple: false
options:
- 'No'
- 'Yes'
default: 0
validations:
required: true
- type: checkboxes
attributes:
label: 'Please check the boxes that apply to this improvement suggestion.'
-11
View File
@@ -1,14 +1,3 @@
<!--
We are no longer accepting external pull requests.
Aside from a small group of trusted contributors we reach out to directly,
new external PRs will usually be closed with a request to open an issue instead.
This is a security decision. See https://documenso.com/blog/why-we-re-pausing-external-pull-requests
If you're a trusted contributor or maintainer, continue below.
Otherwise, please open a detailed issue: https://github.com/documenso/documenso/issues/new/choose
-->
## Description
<!--- Describe the changes introduced by this pull request. -->
@@ -0,0 +1,40 @@
---
name: Test Addition
about: Submit a new test, either unit or end-to-end (E2E), for review and inclusion
---
## Description
<!--- Provide a clear and concise description of the new test you are adding. -->
<!--- Explain the purpose of the test and what it aims to validate. -->
## Related Issue
<!--- If this test addition is related to a specific issue, reference it here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Test Details
<!--- Describe the details of the test you're adding. -->
<!--- Include information about inputs, expected outputs, and any specific scenarios. -->
- Test Name: Name of the test
- Type: [Unit / E2E]
- Description: Brief description of what the test checks
- Inputs: What inputs the test uses (if applicable)
- Expected Output: What output or behavior the test expects
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
- [ ] I have written the new test and ensured it works as intended.
- [ ] I have added necessary documentation to explain the purpose of the test.
- [ ] I have followed the project's testing guidelines and coding style.
- [ ] I have addressed any review feedback from previous submissions, if applicable.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include explanations about the testing approach or any potential concerns. -->
+18 -4
View File
@@ -1,4 +1,4 @@
name: 'Setup node'
name: 'Setup node and cache node_modules'
inputs:
node_version:
required: false
@@ -12,11 +12,25 @@ runs:
with:
node-version: ${{ inputs.node_version }}
- name: Enable corepack
shell: bash
run: corepack enable npm
- name: Cache npm
uses: actions/cache@v3
with:
path: ~/.npm
key: npm-${{ hashFiles('package-lock.json') }}
restore-keys: npm-
- name: Cache node_modules
uses: actions/cache@v3
id: cache-node-modules
with:
path: |
node_modules
packages/*/node_modules
apps/*/node_modules
key: modules-${{ hashFiles('package-lock.json') }}
- name: Install dependencies
if: steps.cache-node-modules.outputs.cache-hit != 'true'
shell: bash
run: |
npm ci --no-audit
+12 -1
View File
@@ -1,8 +1,19 @@
name: Install playwright binaries
description: 'Install playwright'
description: 'Install playwright, cache and restore if necessary'
runs:
using: 'composite'
steps:
- name: Cache playwright
id: cache-playwright
uses: actions/cache@v3
with:
path: |
~/.cache/ms-playwright
${{ github.workspace }}/node_modules/playwright
key: playwright-${{ hashFiles('**/package-lock.json') }}
restore-keys: playwright-
- name: Install playwright
if: steps.cache-playwright.outputs.cache-hit != 'true'
run: npx playwright install --with-deps
shell: bash
+1 -4
View File
@@ -1,8 +1,5 @@
'apps: web':
- apps/remix/**
'type: documentation':
- apps/docs/**
- apps/web/**
'version bump 👀':
- '**/package.json'
+32
View File
@@ -12,6 +12,20 @@ concurrency:
cancel-in-progress: true
jobs:
typecheck:
name: Typecheck
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
with:
fetch-depth: 2
- uses: ./.github/actions/node-install
- name: Typecheck
run: npm run typecheck -w @documenso/remix
build_app:
name: Build App
runs-on: ubuntu-latest
@@ -41,6 +55,14 @@ jobs:
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Cache Docker layers
uses: actions/cache@v4
with:
path: /tmp/.buildx-cache
key: ${{ runner.os }}-buildx-${{ github.sha }}
restore-keys: |
${{ runner.os }}-buildx-
- name: Build Docker Image
uses: docker/build-push-action@v5
with:
@@ -48,3 +70,13 @@ jobs:
context: .
file: ./docker/Dockerfile
tags: documenso-${{ github.sha }}
cache-from: type=local,src=/tmp/.buildx-cache
cache-to: type=local,dest=/tmp/.buildx-cache-new,mode=max
- # Temp fix
# https://github.com/docker/build-push-action/issues/252
# https://github.com/moby/buildkit/issues/1896
name: Move cache
run: |
rm -rf /tmp/.buildx-cache
mv /tmp/.buildx-cache-new /tmp/.buildx-cache
+7 -1
View File
@@ -1,10 +1,13 @@
name: 'Welcome New Contributors'
on:
pull_request:
types: ['opened']
issues:
types: ['opened']
permissions:
pull-requests: write
issues: write
jobs:
@@ -17,7 +20,10 @@ jobs:
- uses: actions/first-interaction@v1
with:
repo-token: ${{ secrets.GITHUB_TOKEN }}
pr-message: |
Thank you for creating your first Pull Request and for being a part of the open signing revolution! 💚🚀
<br /> Feel free to hop into our community in [Discord](https://documen.so/discord)
issue-message: |
Thank you for opening your first issue and for being a part of the open signing revolution!
<br /> One of our team members will review it and get back to you as soon as possible 💚
<br /> One of our team members will review it and get back to you as soon as it possible 💚
<br /> Meanwhile, please feel free to hop into our community in [Discord](https://documen.so/discord)
@@ -0,0 +1,63 @@
name: 'Issue Assignee Check'
on:
issues:
types: ['assigned']
permissions:
issues: write
jobs:
countIssues:
if: ${{ github.event.issue.assignee }} && github.event.action == 'assigned' && github.event.sender.type == 'User'
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
with:
fetch-depth: 2
- name: Set up Node.js
uses: actions/setup-node@v4
with:
node-version: '18'
cache: npm
- name: Install Octokit
run: npm install @octokit/rest@18
- name: Check Assigned User's Issue Count
id: parse-comment
uses: actions/github-script@v6
with:
github-token: ${{ secrets.GITHUB_TOKEN }}
script: |
const { Octokit } = require("@octokit/rest");
const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
const username = context.payload.issue.assignee.login;
console.log(`Username Extracted: ${username}`);
const { data: issues } = await octokit.issues.listForRepo({
owner: context.repo.owner,
repo: context.repo.repo,
assignee: username,
state: 'open'
});
const issueCount = issues.length;
console.log(`Issue Count For ${username}: ${issueCount}`);
if (issueCount > 3) {
let issueCountMessage = `### 🚨 Documenso Police 🚨`;
issueCountMessage += `\n@${username} has ${issueCount} open issues assigned already. Consider whether this issue should be assigned to them or left open for another contributor.`;
await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
owner: context.repo.owner,
repo: context.repo.repo,
issue_number: context.issue.number,
body: issueCountMessage,
headers: {
'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
}
});
}
+1 -1
View File
@@ -1,7 +1,7 @@
name: 'PR Labeler'
on:
- pull_request
- pull_request_target
concurrency:
group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+64
View File
@@ -0,0 +1,64 @@
name: 'PR Review Reminder'
on:
pull_request:
types: ['opened', 'ready_for_review']
permissions:
pull-requests: write
jobs:
checkPRs:
if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
runs-on: ubuntu-latest
steps:
- name: Checkout
uses: actions/checkout@v4
with:
fetch-depth: 2
- name: Set up Node.js
uses: actions/setup-node@v4
with:
node-version: '18'
cache: npm
- name: Install Octokit
run: npm install @octokit/rest@18
- name: Check user's PRs awaiting review
id: parse-prs
uses: actions/github-script@v5
with:
github-token: ${{ secrets.GITHUB_TOKEN }}
script: |
const { Octokit } = require("@octokit/rest");
const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
const username = context.payload.pull_request.user.login;
console.log(`Username Extracted: ${username}`);
const { data: pullRequests } = await octokit.pulls.list({
owner: context.repo.owner,
repo: context.repo.repo,
state: 'open',
sort: 'created',
direction: 'asc',
});
const userPullRequests = pullRequests.filter(pr => pr.user.login === username && (pr.state === 'open' || pr.state === 'ready_for_review'));
const prCount = userPullRequests.length;
console.log(`PR Count for ${username}: ${prCount}`);
if (prCount > 3) {
let prReminderMessage = `🚨 @${username} has ${prCount} pull requests awaiting review. Please consider reviewing them when possible. 🚨`;
await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
owner: context.repo.owner,
repo: context.repo.repo,
issue_number: context.payload.pull_request.number,
body: prReminderMessage,
headers: {
'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
}
});
}
+28 -1
View File
@@ -1,7 +1,7 @@
name: 'Validate PR Name'
on:
pull_request:
pull_request_target:
types:
- opened
- reopened
@@ -16,6 +16,24 @@ jobs:
name: Validate PR title
runs-on: ubuntu-latest
steps:
- name: Check PR creator's previous activity
id: check_activity
run: |
CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
ACTIVITY=$(curl -s "https://api.github.com/search/commits?q=author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
if [ "$ACTIVITY" -eq 0 ]; then
echo "::set-output name=is_new::true"
else
echo "::set-output name=is_new::false"
fi
- name: Count PRs created by user
id: count_prs
run: |
CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
PR_COUNT=$(curl -s "https://api.github.com/search/issues?q=type:pr+is:open+author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
echo "::set-output name=pr_count::$PR_COUNT"
- uses: amannn/action-semantic-pull-request@v5
id: lint_pr_title
env:
@@ -26,6 +44,8 @@ jobs:
with:
header: pr-title-lint-error
message: |
Hey There! and thank you for opening this pull request! 📝👋🏼
We require pull request titles to follow the [Conventional Commits Spec](https://www.conventionalcommits.org/en/v1.0.0/) and it looks like your proposed title needs to be adjusted.
Details:
@@ -33,3 +53,10 @@ jobs:
```
${{ steps.lint_pr_title.outputs.error_message }}
```
- if: ${{ steps.lint_pr_title.outputs.error_message == null && steps.check_activity.outputs.is_new == 'false' && steps.count_prs.outputs.pr_count < 2}}
uses: marocchino/sticky-pull-request-comment@v2
with:
header: pr-title-lint-error
message: |
Thank you for following the naming conventions for pull request titles! 💚🚀
+1 -1
View File
@@ -21,4 +21,4 @@ jobs:
stale-pr-message: 'This PR has not seen activitiy for a while. It will be closed in 30 days unless further activity is detected.'
close-pr-message: 'This PR has been closed because of inactivity.'
exempt-pr-labels: 'WIP,on-hold,needs review'
exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,status: assigned,status: triage'
exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned,needs triage'
-3
View File
@@ -71,6 +71,3 @@ scripts/bench-*
# tmp
tmp/
# opencode
.opencode/package-lock.json
+2 -1
View File
@@ -31,7 +31,8 @@ vscode:
extensions:
- aaron-bond.better-comments
- bradlc.vscode-tailwindcss
- biomejs.biome
- dbaeumer.vscode-eslint
- esbenp.prettier-vscode
- mikestead.dotenv
- unifiedjs.vscode-mdx
- GitHub.vscode-pull-request-github
+1 -2
View File
@@ -1,3 +1,2 @@
legacy-peer-deps = true
prefer-dedupe = true
# min-release-age = 7
prefer-dedupe = true
+20
View File
@@ -0,0 +1,20 @@
node_modules
.next
public
**/**/node_modules
**/**/.next
**/**/public
packages/lib/translations/**/*.js
*.lock
*.log
*.test.ts
.gitignore
.npmignore
.prettierignore
.DS_Store
.eslintignore
# Docs MDX - Prettier strips indentation from code blocks inside components
apps/docs/content/**/*.mdx
+5 -17
View File
@@ -1,11 +1,11 @@
{
"typescript.tsdk": "node_modules/typescript/lib",
"editor.defaultFormatter": "biomejs.biome",
"editor.defaultFormatter": "esbenp.prettier-vscode",
"editor.formatOnSave": true,
"editor.codeActionsOnSave": {
"source.fixAll.biome": "explicit",
"source.organizeImports.biome": "explicit"
"source.fixAll": "explicit"
},
"eslint.validate": ["typescript", "typescriptreact", "javascript", "javascriptreact"],
"javascript.preferences.importModuleSpecifier": "non-relative",
"javascript.preferences.useAliasesForRenames": false,
"typescript.enablePromptUseWorkspaceTsdk": true,
@@ -15,20 +15,8 @@
"[prisma]": {
"editor.defaultFormatter": "Prisma.prisma"
},
"[html]": {
"editor.defaultFormatter": "vscode.html-language-features"
},
"[typescript]": {
"editor.defaultFormatter": "biomejs.biome"
},
"[typescriptreact]": {
"editor.defaultFormatter": "biomejs.biome"
"editor.defaultFormatter": "esbenp.prettier-vscode"
},
"prisma.pinToPrisma6": true,
"[jsonc]": {
"editor.defaultFormatter": "biomejs.biome"
},
"[json]": {
"editor.defaultFormatter": "vscode.json-language-features"
}
"prisma.pinToPrisma6": true
}
+4 -11
View File
@@ -1,14 +1,7 @@
# Report security vulnerabilities privately via GitHub Security Advisories (preferred).
Contact: https://github.com/documenso/documenso/security/advisories/new
# Alternatively, report critical issues privately by email.
Contact: mailto:security@documenso.com
# Security policy
Policy: https://github.com/documenso/documenso/security/policy
# General (non-security) issues
# General Issues
Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
# Report critical issues privately to let us take appropriate action before publishing.
Contact: mailto:security@documenso.com
Preferred-Languages: en
Canonical: https://documenso.com/.well-known/security.txt
Canonical: https://documenso.com/.well-known/security.txt
+1 -1
View File
@@ -8,7 +8,7 @@
- `npm run test:e2e` - Run E2E tests with Playwright
- `npm run test:dev -w @documenso/app-tests` - Run single E2E test in dev mode
- `npm run test-ui:dev -w @documenso/app-tests` - Run E2E tests with UI
- `npm run format` - Format code with Biome
- `npm run format` - Format code with Prettier
- `npm run dev` - Start development server for Remix app
**Important:** Do not run `npm run build` to verify changes unless explicitly asked. Builds take a long time (~2 minutes). Use `npx tsc --noEmit` for type checking specific packages if needed.
+3 -2
View File
@@ -42,8 +42,8 @@ Documenso is an open-source document signing platform built as a **monorepo** us
| Package | Description | Port |
| -------------------------- | -------------------------------------------------------- | ---- |
| `@documenso/remix` | Main application - React Router (Remix) with Hono server | 3000 |
| `@documenso/documentation` | Documentation site (Next.js + Nextra) | 3002 |
| `@documenso/openpage-api` | Public analytics API | 3003 |
| `@documenso/docs` | Documentation site | 3004 |
### Core Packages (`packages/`)
@@ -65,6 +65,8 @@ Documenso is an open-source document signing platform built as a **monorepo** us
| Package | Description |
| ---------------------------- | ------------------------- |
| `@documenso/app-tests` | E2E tests (Playwright) |
| `@documenso/eslint-config` | Shared ESLint config |
| `@documenso/prettier-config` | Shared Prettier config |
| `@documenso/tailwind-config` | Shared Tailwind config |
| `@documenso/tsconfig` | Shared TypeScript configs |
@@ -233,7 +235,6 @@ Processes async jobs.
| Provider | Description | Env Value |
| -------- | --------------------- | ----------------- |
| Local | Database-backed queue | `local` (default) |
| BullMQ | Redis-backed queue | `bullmq` |
| Inngest | Managed cloud service | `inngest` |
**Config**: `NEXT_PRIVATE_JOBS_PROVIDER`
+6 -24
View File
@@ -1,31 +1,13 @@
# Contributing to Documenso
> **We are no longer accepting external pull requests.**
>
> Aside from a small group of trusted contributors we reach out to directly, we no longer merge external PRs. New pull requests will usually be closed with a request to open an issue instead. This is a security decision, not a judgement on your work. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the full reasoning.
>
> Documenso stays open source. You can still read, audit, run, and fork the code. The best way to contribute is through detailed issues.
If you plan to contribute to Documenso, please take a moment to feel awesome ✨ People like you are what open source is about ♥. Any contributions, no matter how big or small, are highly appreciated.
## How to contribute now
## Before getting started
The most useful contribution is a detailed issue. Treat it like a spec. The more detail, the better:
- The problem you're trying to solve, and who it affects
- How you expect the feature or change to behave
- Edge cases, constraints, and anything you've already considered
- Examples, mockups, or references where they help
Before opening an issue, search [existing issues](https://github.com/documenso/documenso/issues) and [discussions](https://github.com/documenso/documenso/discussions) for related items. If a proposal is detailed and fits where Documenso is heading, we'll pick it up and build against it.
For security vulnerabilities, do not open a public issue. Follow our [Security Policy](./SECURITY.md) instead.
---
The sections below are for trusted contributors working with us directly, and for anyone running Documenso locally or maintaining a fork.
## English only PRs and Issues
Please write all issues, pull requests, and related comments in English so maintainers and the wider contributor community can follow the discussion.
- Before jumping into a PR be sure to search [existing PRs](https://github.com/documenso/documenso/pulls) or [issues](https://github.com/documenso/documenso/issues) for an open or closed item that relates to your submission.
- Select an issue from [here](https://github.com/documenso/documenso/issues) or create a new one
- Consider the results from the discussion on the issue
- Accept the [Contributor License Agreement](https://documen.so/cla) to ensure we can accept your contributions.
## Taking issues
+154 -37
View File
@@ -11,8 +11,6 @@
·
<a href="https://documenso.com">Website</a>
·
<a href="https://docs.documenso.com">Documentation</a>
·
<a href="https://github.com/documenso/documenso/issues">Issues</a>
·
<a href="https://documen.so/live">Upcoming Releases</a>
@@ -51,18 +49,16 @@ Join us in creating the next generation of open trust infrastructure.
## Community and Next Steps 🎯
- Try Documenso by self-hosting it or signing up at [documenso.com](https://documenso.com).
- Check out the first source code release in this repository and test it.
- Tell us what you think in the [Discussions](https://github.com/documenso/documenso/discussions).
- Join the [Discord server](https://documen.so/discord) for any questions and getting to know other community members.
- Join the [Discord server](https://documen.so/discord) for any questions and getting to know to other community members.
- ⭐ the repository to help us raise awareness.
- Open detailed [issues](https://github.com/documenso/documenso/issues) to report bugs or propose features.
- Spread the word on Twitter that Documenso is working towards a more open signing tool.
- Fix or create [issues](https://github.com/documenso/documenso/issues), that are needed for the first production release.
## Contributing
> **Note**: We no longer accept external pull requests, aside from a small group of trusted contributors we reach out to directly. The best way to contribute is through detailed issues. Read [Why We're Pausing External Pull Requests](https://documenso.com/blog/why-we-re-pausing-external-pull-requests) for the reasoning.
- Documenso stays open source. You can read, audit, run, and fork the code.
- To report issues or propose changes, see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
- To contribute, please see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
## Contact us
@@ -83,21 +79,17 @@ Contact us if you are interested in our Enterprise plan for large organizations
<a href=""><img src="" alt=""></a>
</p>
- [TypeScript](https://www.typescriptlang.org/) - Language
- [React Router v7](https://reactrouter.com/) - Framework
- [Hono](https://hono.dev/) - Server
- [Typescript](https://www.typescriptlang.org/) - Language
- [ReactRouter](https://reactrouter.com/) - Framework
- [Prisma](https://www.prisma.io/) - ORM
- [Tailwind CSS](https://tailwindcss.com/) - CSS
- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
- [Tailwind](https://tailwindcss.com/) - CSS
- [shadcn/ui](https://ui.shadcn.com/) - Component Library
- [react-email](https://react.email/) - Email Templates
- [Lingui](https://lingui.dev/) - Internationalization
- [tRPC](https://trpc.io/) - API
- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signatures
- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
- [@cantoo/pdf-lib](https://github.com/cantoo-scribe/pdf-lib) - PDF manipulation
- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures (launching soon)
- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
- [Stripe](https://stripe.com/) - Payments
- [Biome](https://biomejs.dev/) - Linting & Formatting
- [Playwright](https://playwright.dev/) - E2E Testing
<!-- - Support for [opensignpdf (requires Java on server)](https://github.com/open-pdf-sign) is currently planned. -->
@@ -154,7 +146,42 @@ npm run d
### Manual Setup
Follow the [manual setup guide](https://docs.documenso.com/docs/developers/local-development/manual) to configure Documenso on your local machine.
Follow these steps to setup Documenso on your local machine:
1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
After forking the repository, clone it to your local device by using the following command:
```sh
git clone https://github.com/<your-username>/documenso
```
2. Run `npm i` in the root directory
3. Create your `.env` from the `.env.example`. You can use `cp .env.example .env` to get started with our handpicked defaults.
4. Set the following environment variables:
- NEXTAUTH_SECRET
- NEXT_PUBLIC_WEBAPP_URL
- NEXT_PRIVATE_DATABASE_URL
- NEXT_PRIVATE_DIRECT_DATABASE_URL
- NEXT_PRIVATE_SMTP_FROM_NAME
- NEXT_PRIVATE_SMTP_FROM_ADDRESS
5. Create the database schema by running `npm run prisma:migrate-dev`
6. Run `npm run translate:compile` in the root directory to compile lingui
7. Run `npm run dev` in the root directory to start
8. Register a new user at http://localhost:3000/signup
---
- Optional: Seed the database using `npm run prisma:seed -w @documenso/prisma` to create a test user and document.
- Optional: Create your own signing certificate.
- To generate your own using these steps and a Linux Terminal or Windows Subsystem for Linux (WSL), see **[Create your own signing certificate](./SIGNING.md)**.
### Run in Gitpod
@@ -174,48 +201,138 @@ If you're a visual learner and prefer to watch a video walkthrough of setting up
## Docker
We provide official Docker images on [DockerHub](https://hub.docker.com/r/documenso/documenso) and [GitHub Container Registry](https://ghcr.io/documenso/documenso).
We provide a Docker container for Documenso, which is published on both DockerHub and GitHub Container Registry.
For setup instructions, see the [Docker Deployment](https://docs.documenso.com/docs/self-hosting/deployment/docker) and [Docker Compose](https://docs.documenso.com/docs/self-hosting/deployment/docker-compose) guides.
- DockerHub: [https://hub.docker.com/r/documenso/documenso](https://hub.docker.com/r/documenso/documenso)
- GitHub Container Registry: [https://ghcr.io/documenso/documenso](https://ghcr.io/documenso/documenso)
You can pull the Docker image from either of these registries and run it with your preferred container hosting provider.
Please note that you will need to provide environment variables for connecting to the database, mailserver, and so forth.
For detailed instructions on how to configure and run the Docker container, please refer to the [Docker README](./docker/README.md) in the `docker` directory.
## Self Hosting
We support a variety of deployment methods including Docker, Docker Compose, Railway, Kubernetes, and manual deployment.
We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
For full instructions, requirements, and configuration details, see the [Self Hosting documentation](https://docs.documenso.com/docs/self-hosting).
### Fetch, configure, and build
### One-Click Deploys
First, clone the code from Github:
#### Railway
```
git clone https://github.com/documenso/documenso.git
```
[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)
Then, inside the `documenso` folder, copy the example env file:
#### Render
```
cp .env.example .env
```
The following environment variables must be set:
- `NEXTAUTH_SECRET`
- `NEXT_PUBLIC_WEBAPP_URL`
- `NEXT_PRIVATE_DATABASE_URL`
- `NEXT_PRIVATE_DIRECT_DATABASE_URL`
- `NEXT_PRIVATE_SMTP_FROM_NAME`
- `NEXT_PRIVATE_SMTP_FROM_ADDRESS`
> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for the `NEXT_PUBLIC_WEBAPP_URL` variable!
Now you can install the dependencies and build it:
```
npm i
npm run build
npm run prisma:migrate-deploy
```
Finally, you can start it with:
```
cd apps/remix
npm run start
```
This will start the server on `localhost:3000`. For now, any reverse proxy can then do the frontend and SSL termination.
> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
### Run as a service
You can use a systemd service file to run the app. Here is a simple example of the service running on port 3500 (using 3000 by default):
```bash
[Unit]
Description=documenso
After=network.target
[Service]
Environment=PATH=/path/to/your/node/binaries
Type=simple
User=www-data
WorkingDirectory=/var/www/documenso/apps/remix
ExecStart=/usr/bin/next start -p 3500
TimeoutSec=15
Restart=always
[Install]
WantedBy=multi-user.target
```
### Railway
[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
### Render
[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
#### Koyeb
### Koyeb
[![Deploy to Koyeb](https://www.koyeb.com/static/images/deploy/button.svg)](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
#### Elestio
## Elestio
[![Deploy on Elestio](https://elest.io/images/logos/deploy-to-elestio-btn.png)](https://elest.io/open-source/documenso)
## Security
If you believe you have found a security vulnerability in Documenso, please report it through our [Security Policy](https://github.com/documenso/documenso/security/policy). We prioritize private reports via [GitHub Security Advisories](https://github.com/documenso/documenso/security/advisories/new). See [SECURITY.md](./SECURITY.md) for scope and details.
## Troubleshooting
For troubleshooting self-hosted deployments, see the [Troubleshooting guide](https://docs.documenso.com/docs/self-hosting/maintenance/troubleshooting) and [Tips & Common Pitfalls](https://docs.documenso.com/docs/self-hosting/getting-started/tips).
### I'm not receiving any emails when using the developer quickstart.
When using the developer quickstart, an [Inbucket](https://inbucket.org/) server will be spun up in a docker container that will store all outgoing emails locally for you to view.
The Web UI can be found at http://localhost:9000, while the SMTP port will be on localhost:2500.
### Support IPv6
If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Remix start command
For local docker run
```bash
docker run -it documenso:latest npm run start -- -H ::
```
For k8s or docker-compose
```yaml
containers:
- name: documenso
image: documenso:latest
imagePullPolicy: IfNotPresent
command:
- npm
args:
- run
- start
- --
- -H
- '::'
```
### I can't see environment variables in my package scripts.
Wrap your package script with the `with:env` script like such:
-38
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@@ -1,38 +0,0 @@
# Security Policy
We take the security of Documenso seriously. As a platform trusted with legally binding documents, the safety of the project and the people who rely on it is a priority for us. We're grateful to the security researchers who help keep it that way. If you've found an issue, we'd genuinely like to hear about it.
## Reporting a Vulnerability
Report security vulnerabilities privately. Do not open a public issue, discussion, or pull request for security reports.
We accept reports through two channels, in order of preference:
1. **GitHub Security Advisories (preferred)**. Use the [private vulnerability reporting form](https://github.com/documenso/documenso/security/advisories/new). This is our primary channel and lets us triage and work with you on a fix.
2. **Email**. If you cannot use GitHub Security Advisories, email [security@documenso.com](mailto:security@documenso.com).
Include the affected version, a clear description, steps to reproduce, and the potential impact.
## Triage and Response
We triage reports as we have availability. We read every report we receive, and we appreciate the time and effort it takes to put one together.
We also run [Codex](https://openai.com/codex/) security analysis across the codebase. If Codex has already reported the issue you're sending us, we may close your report as a duplicate. Please don't take this as a reflection on your work; it just means our automated tooling happened to surface the same thing first.
## Scope
This policy covers vulnerabilities in the Documenso application code in this repository.
The items below are out of scope and will not be accepted. They are deployment, infrastructure, and configuration concerns that belong with the operator's firewall, network, and environment setup, not the application:
- Server-Side Request Forgery (SSRF) and related network-egress concerns
- DNS rebinding and other DNS-level issues
- Rate limiting, denial of service, and volumetric attacks
- TLS and certificate configuration, HTTP security headers, and other reverse-proxy or web-server configuration
- Findings that depend on insecure self-hosted infrastructure or misconfiguration
If you're unsure whether something is in scope, report it privately anyway and we'll happily take a look.
## Supported Versions
Security fixes are applied to the latest release. Run the most recent version of Documenso.
+64 -6
View File
@@ -1,9 +1,67 @@
# Signing Certificate
# Creating your own signing certificate
Documenso needs a signing certificate to digitally sign documents. For full, up-to-date instructions on generating, converting, and configuring a certificate, see the official documentation:
For the digital signature of your documents you need a signing certificate in .p12 format (public and private key). You can buy one (not recommended for dev) or use the steps to create a self-signed one:
- [Signing Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate): Overview and all certificate options
- [Local Certificate](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/local): Generate a self-signed `.p12` certificate with OpenSSL
- [Google Cloud HSM](https://docs.documenso.com/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm): Sign using Google Cloud KMS
1. Generate a private key using the OpenSSL command. You can run the following command to generate a 2048-bit RSA key:
For deploying Documenso with Docker, see the [Docker Deployment](https://docs.documenso.com/docs/self-hosting/deployment/docker) and [Docker Compose](https://docs.documenso.com/docs/self-hosting/deployment/docker-compose) guides.
`openssl genrsa -out private.key 2048`
2. Generate a self-signed certificate using the private key. You can run the following command to generate a self-signed certificate:
`openssl req -new -x509 -key private.key -out certificate.crt -days 365`
This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The `-days` parameter sets the number of days for which the certificate is valid.
3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following commands to do this:
```bash
# Set certificate password securely (won't appear in command history)
read -s -p "Enter certificate password: " CERT_PASS
echo
# Create the p12 certificate using the environment variable
openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt \
-password env:CERT_PASS \
-keypbe PBE-SHA1-3DES \
-certpbe PBE-SHA1-3DES \
-macalg sha1
```
4. **IMPORTANT**: A certificate password is required to prevent signing failures. Make sure to use a strong password (minimum 4 characters) when prompted. Certificates without passwords will cause "Failed to get private key bags" errors during document signing.
5. Place the certificate `/apps/remix/resources/certificate.p12` (If the path does not exist, it needs to be created)
## Docker
> We are still working on the publishing of docker images, in the meantime you can follow the steps below to create a production ready docker image.
Want to create a production ready docker image? Follow these steps:
- cd into `docker` directory
- Make `build.sh` executable by running `chmod +x build.sh`
- Run `./build.sh` to start building the docker image.
- Publish the image to your docker registry of choice (or) If you prefer running the image from local, run the below command
```
docker run -d --restart=unless-stopped -p 3000:3000 -v documenso:/app/data --name documenso documenso:latest
```
Command Breakdown:
- `-d` - Let's you run the container in background
- `-p` - Passes down which ports to use. First half is the host port, Second half is the app port. You can change the first half anything you want and reverse proxy to that port.
- `-v` - Volume let's you persist the data
- `--name` - Name of the container
- `documenso:latest` - Image you have built
## Deployment
We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
## Railway
[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/DjrRRX)
## Render
[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
+38 -9
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@@ -1,16 +1,45 @@
# @documenso/docs
# docs
The Documenso documentation site, built with [Next.js](https://nextjs.org/) and [Fumadocs](https://fumadocs.dev/). Published at [docs.documenso.com](https://docs.documenso.com).
This is a Next.js application generated with
[Create Fumadocs](https://github.com/fuma-nama/fumadocs).
Content lives under `content/docs/` as MDX. See [WRITING_STYLE.md](../../WRITING_STYLE.md) for the documentation writing conventions.
Run development server:
```bash
# From the monorepo root
npm run dev --filter=@documenso/docs
npm run dev
# or
pnpm dev
# or
yarn dev
```
## Structure
Open http://localhost:3000 with your browser to see the result.
- `content/docs/`: Documentation pages (MDX).
- `lib/source.ts`: Content source adapter.
- `lib/layout.shared.tsx`: Shared layout options.
## Explore
In the project, you can see:
- `lib/source.ts`: Code for content source adapter, [`loader()`](https://fumadocs.dev/docs/headless/source-api) provides the interface to access your content.
- `lib/layout.shared.tsx`: Shared options for layouts, optional but preferred to keep.
| Route | Description |
| ------------------------- | ------------------------------------------------------ |
| `app/(home)` | The route group for your landing page and other pages. |
| `app/docs` | The documentation layout and pages. |
| `app/api/search/route.ts` | The Route Handler for search. |
### Fumadocs MDX
A `source.config.ts` config file has been included, you can customise different options like frontmatter schema.
Read the [Introduction](https://fumadocs.dev/docs/mdx) for further details.
## Learn More
To learn more about Next.js and Fumadocs, take a look at the following
resources:
- [Next.js Documentation](https://nextjs.org/docs) - learn about Next.js
features and API.
- [Learn Next.js](https://nextjs.org/learn) - an interactive Next.js tutorial.
- [Fumadocs](https://fumadocs.dev) - learn about Fumadocs
+1 -1
View File
@@ -10,4 +10,4 @@
"baseDir": "src",
"uiLibrary": "radix-ui",
"commands": {}
}
}
@@ -12,7 +12,7 @@ import { Callout } from 'fumadocs-ui/components/callout';
| 21 CFR Part 11 | Compliant (Enterprise) |
| SOC 2 | Compliant |
| ISO 27001 | Planned |
| HIPAA | Compliant (Enterprise) |
| HIPAA | Planned |
## 21 CFR Part 11
@@ -43,7 +43,7 @@ ISO 27001 is an international standard for managing information security, specif
## HIPAA
<Callout type="info">Status: [Compliant](https://documen.so/trust)</Callout>
<Callout type="warn">Status: [Planned](https://github.com/documenso/backlog/issues/25)</Callout>
The HIPAA (Health Insurance Portability and Accountability Act) is a U.S. law designed to protect patient health information's privacy and security and improve the healthcare system's efficiency and effectiveness.
@@ -97,12 +97,12 @@ Documenso implements digital signatures with the following characteristics:
- **Timestamps**: RFC 3161 timestamps can be applied to signatures
- **Signature visualization**: Signed documents include visual signature representations
For specific implementation details and configuration options, refer to the [signing certificates](/docs/concepts/signing-certificates) documentation.
For specific implementation details and configuration options, refer to the [signing certificates](/signing-certificates/overview) documentation.
Self-hosted deployments can configure their own signing certificates and timestamp authorities to meet specific compliance requirements.
## Related
- [E-Sign Compliance](/docs/compliance/esign) - Legal frameworks for electronic signatures
- [Signing Certificates](/docs/concepts/signing-certificates) - Certificate configuration
- [Signing Workflow](/docs/concepts/signing-workflow) - Document activity and audit trail
- [Legal Validity](/compliance/legal-validity) - Legal frameworks for electronic signatures
- [Signing Certificates Overview](/signing-certificates/overview) - Certificate configuration
- [Audit Log](/features/audit-log) - Document activity tracking
+7 -1
View File
@@ -1,4 +1,10 @@
{
"title": "Concepts",
"pages": ["document-lifecycle", "recipient-roles", "field-types", "signing-workflow", "signing-certificates"]
"pages": [
"document-lifecycle",
"recipient-roles",
"field-types",
"signing-workflow",
"signing-certificates"
]
}
@@ -167,5 +167,5 @@ To enable sequential signing:
## Related
- [Add Recipients](/docs/users/documents/add-recipients) - How to add recipients to a document
- [Field Types](/docs/concepts/field-types) - Learn about the different field types you can assign to recipients
- [Add Recipients](/users/documents/add-recipients) - How to add recipients to a document
- [Field Types](/concepts/field-types) - Learn about the different field types you can assign to recipients
@@ -1,45 +0,0 @@
---
title: Common Errors
description: A comprehensive troubleshooting matrix for Documenso API and Webhook integration errors.
---
This guide provides a comprehensive troubleshooting matrix for the standard error codes returned by the Documenso API. Use this reference to diagnose and resolve integration issues related to envelopes, recipients, and webhooks.
## Application Error Codes
| Error Code | Description | Recommended Action |
| :--- | :--- | :--- |
| `ALREADY_EXISTS` | The resource you are attempting to create already exists. | Verify if the entity (e.g., user, envelope, webhook) has already been instantiated. Use a `PUT` or `PATCH` request to update the existing resource instead of `POST`. |
| `EXPIRED_CODE` | The provided access code or token has expired. | Generate a new access code or request a new invitation link before retrying the request. |
| `INVALID_BODY` | The request payload is malformed. | Inspect your JSON payload structure. Ensure it strictly adheres to the expected schema and that no required fields are missing. |
| `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. |
| `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. |
| `INVALID_CAPTCHA` | Security token (Captcha) validation failed. | Ensure the Captcha token is correctly generated on the client side and transmitted without alteration in your request. |
| `UNAUTHORIZED` | Missing or invalid authentication (401). | Verify that your API key is correct, active, and properly formatted in the `Authorization` header (e.g., `Bearer <YOUR_API_KEY>`). |
| `FORBIDDEN` | Access to the resource is denied (403). | Ensure your API key or user account has the necessary permissions and roles to execute this specific action. |
| `UNKNOWN_ERROR` | An unexpected internal server error occurred (500). | Retry the request later. If the issue persists, contact technical support with your request payload and the timestamp of the incident. |
| `RETRY_EXCEPTION` | The operation failed temporarily but can be retried. | Implement an automatic retry logic in your integration, ideally using an exponential backoff strategy. |
| `SCHEMA_FAILED` | Strict data schema validation failed. | Verify that the data types sent (string, number, boolean) exactly match the OpenAPI specification. |
| `TOO_MANY_REQUESTS` | Rate limit exceeded (429). | Reduce the frequency of your API calls. Implement rate-limiting handling based on the response headers. |
| `TWO_FACTOR_AUTH_FAILED` | Two-factor authentication (2FA) failed. | Verify the provided 2FA code. Ensure it was entered correctly and has not expired. |
| `WEBHOOK_INVALID_REQUEST` | The webhook-related request is invalid. | Check your receiving endpoint configuration. Ensure the URL is correct and that your server accepts `POST` requests from Documenso. |
## Envelope State Errors
The following errors occur when attempting to perform actions on an envelope that are incompatible with its current state.
| Error Code | Description | Recommended Action |
| :--- | :--- | :--- |
| `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_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. |
## See Also
- [Documents API](/docs/developers/api/documents)
- [Webhooks](/docs/developers/webhooks)
@@ -1,22 +1,17 @@
---
title: Developer Mode
description: Advanced development tools for debugging field IDs, recipient IDs, coordinates and integrating with the Documenso API.
description: Advanced development tools for debugging field coordinates and integrating with the Documenso API.
---
## Overview
Developer mode provides additional tools and features to help you integrate and debug Documenso.
## Field Information
## Field Coordinates
When enabled, developer mode displays the following information for each field:
Field coordinates represent the position of a field in a document. They are returned in the `pageX`, `pageY`, `width` and `height` properties of the field.
- **Field ID** - The unique identifier of the field
- **Recipient ID** - The ID of the recipient assigned to the field
- **Pos X / Pos Y** - The position of the field on the page
- **Width / Height** - The dimensions of the field
To enable developer mode, add the `devmode=true` query parameter to the editor URL.
To enable field coordinates, add the `devmode=true` query parameter to the editor URL.
```bash
# Legacy editor
@@ -6,8 +6,6 @@ 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).
@@ -32,9 +30,9 @@ A document object contains the following properties:
| --------------- | -------------- | -------------------------------------------------------------- |
| `id` | string | Unique identifier (e.g., `envelope_abc123`) |
| `type` | string | `DOCUMENT` or `TEMPLATE` |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED` |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, or `REJECTED` |
| `title` | string | Document title |
| `source` | string | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` |
| `source` | string | How the document was created: `DOCUMENT`, `TEMPLATE`, `API` |
| `visibility` | string | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE` |
| `externalId` | string \| null | Your custom identifier for the document |
| `createdAt` | string | ISO 8601 timestamp |
@@ -53,7 +51,7 @@ A document object contains the following properties:
"id": "envelope_abc123xyz",
"type": "DOCUMENT",
"status": "PENDING",
"source": "DOCUMENT",
"source": "API",
"visibility": "EVERYONE",
"title": "Service Agreement",
"externalId": "contract-2025-001",
@@ -73,13 +71,13 @@ A document object contains the following properties:
],
"fields": [
{
"id": 123,
"id": "field_123",
"type": "SIGNATURE",
"page": 1,
"positionX": "10",
"positionY": "80",
"width": "30",
"height": "5",
"positionX": 10,
"positionY": 80,
"width": 30,
"height": 5,
"recipientId": 1
}
],
@@ -99,8 +97,6 @@ A document object contains the following properties:
}
```
Field position and size values are stored as decimals and serialized as strings in API responses.
## List Documents
Retrieve a paginated list of documents.
@@ -116,7 +112,7 @@ GET /envelope
| `page` | integer | Page number (default: 1) |
| `perPage` | integer | Results per page (default: 10, max: 100) |
| `type` | string | Filter by `DOCUMENT` or `TEMPLATE` |
| `status` | string | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
| `status` | string | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` |
| `source` | string | Filter by creation source |
| `folderId` | string | Filter by folder ID |
| `orderByColumn` | string | Sort field (only `createdAt` supported) |
@@ -156,8 +152,8 @@ const response = await fetch(`${BASE_URL}/envelope`, {
},
});
const { data, count } = await response.json();
console.log(`Found ${count} documents`);
const { data, pagination } = await response.json();
console.log(`Found ${pagination.totalItems} documents`);
// Filter by status
const pendingResponse = await fetch(
@@ -199,10 +195,12 @@ const pendingDocs = await pendingResponse.json();
]
}
],
"count": 42,
"currentPage": 1,
"perPage": 10,
"totalPages": 5
"pagination": {
"page": 1,
"perPage": 10,
"totalPages": 5,
"totalItems": 42
}
}
```
@@ -628,72 +626,6 @@ The response includes signing URLs for each recipient:
---
## Cancel Document
Cancel a pending document. This changes its status from `PENDING` to `CANCELLED`.
```
POST /envelope/cancel
```
### Request Body
| Field | Type | Required | Description |
| ------------ | ------ | -------- | ----------------------------------- |
| `envelopeId` | string | Yes | Document ID |
| `reason` | string | No | Reason for cancelling the document |
### Code Examples
<Tabs items={['curl', 'TypeScript']}>
<Tab value="curl">
```bash
curl -X POST "https://app.documenso.com/api/v2/envelope/cancel" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"envelopeId": "envelope_abc123",
"reason": "The agreement is no longer needed."
}'
```
</Tab>
<Tab value="TypeScript">
```typescript
const response = await fetch('https://app.documenso.com/api/v2/envelope/cancel', {
method: 'POST',
headers: {
Authorization: 'api_xxxxxxxxxxxxxxxx',
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: 'envelope_abc123',
reason: 'The agreement is no longer needed.',
}),
});
const { success } = await response.json();
```
</Tab>
</Tabs>
### Response
```json
{
"success": true
}
```
### Behavior
- Only documents in `PENDING` status can be cancelled. Other statuses return `400`.
- Cancellation is not idempotent. Cancelling the same document again returns `400`.
- The document owner and team members with `MANAGER` or higher permissions can cancel it. Requests for documents you cannot view return `404`; requests for visible documents without sufficient permissions return `401`.
- A successful cancellation fires the `DOCUMENT_CANCELLED` webhook.
- Cancellation emails are sent only to eligible non-CC, non-rejected recipients who were sent or opened the document.
---
## Delete Document
Delete a document. Completed documents cannot be deleted.
@@ -736,7 +668,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',
const { success } = await response.json();
```
````
</Tab>
</Tabs>
@@ -746,7 +678,7 @@ const { success } = await response.json();
{
"success": true
}
```
````
---
@@ -760,11 +692,9 @@ POST /envelope/get-many
### Request Body
| Field | Type | Required | Description |
| ---------- | ------ | -------- | ---------------------------------------------------------------------------- |
| `ids` | object | Yes | ID selector containing `type` and `ids` |
| `ids.type` | string | Yes | `envelopeId`, `documentId`, or `templateId` |
| `ids.ids` | array | Yes | 1-20 IDs: strings for `envelopeId`; numbers for `documentId` or `templateId` |
| Field | Type | Required | Description |
| ------------- | ----- | -------- | --------------------- |
| `envelopeIds` | array | Yes | Array of document IDs |
### Code Examples
@@ -775,17 +705,12 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/get-many" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"ids": {
"type": "envelopeId",
"ids": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
}
"envelopeIds": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
}'
```
</Tab>
<Tab value="TypeScript">
```typescript
const requestedIds = ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'];
const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many', {
method: 'POST',
headers: {
@@ -793,36 +718,16 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many
'Content-Type': 'application/json',
},
body: JSON.stringify({
ids: {
type: 'envelopeId',
ids: requestedIds,
},
envelopeIds: ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'],
}),
});
const { data } = await response.json();
const documents = await response.json();
```
````
</Tab>
</Tabs>
### Response
```json
{
"data": [
{
"id": "envelope_abc123",
"type": "DOCUMENT",
"status": "PENDING",
"title": "Service Agreement"
}
]
}
```
The endpoint silently omits envelopes you cannot access instead of returning `404`. Compare `data.length` with `requestedIds.length` to detect omissions.
---
## Document Statuses
@@ -833,7 +738,6 @@ The endpoint silently omits envelopes you cannot access instead of returning `40
| `PENDING` | Document has been sent. Waiting for recipients to sign. |
| `COMPLETED` | All recipients have signed. Document is sealed. |
| `REJECTED` | A recipient rejected the document. |
| `CANCELLED` | The document was cancelled by its owner or a team member with `MANAGER` or higher permissions. |
### Status Transitions
@@ -841,13 +745,11 @@ The endpoint silently omits envelopes you cannot access instead of returning `40
flowchart LR
DRAFT --> PENDING --> COMPLETED
PENDING --> REJECTED
PENDING --> CANCELLED
```
- **DRAFT to PENDING**: Call the distribute endpoint
- **PENDING to COMPLETED**: All recipients complete their signing
- **PENDING to REJECTED**: A recipient rejects the document
- **PENDING to CANCELLED**: The document owner or a team member with `MANAGER` or higher permissions cancels the document
<Callout type="warn">
You cannot modify recipients or fields after a document moves to `PENDING` status.
@@ -869,8 +771,8 @@ flowchart LR
| Parameter | Values | Description |
| ---------- | ------------------------------------------- | ------------------------- |
| `type` | `DOCUMENT`, `TEMPLATE` | Filter by envelope type |
| `status` | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` | Filter by status |
| `source` | `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` | Filter by creation source |
| `status` | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` | Filter by status |
| `source` | `DOCUMENT`, `TEMPLATE`, `API` | Filter by creation source |
| `folderId` | string | Filter by folder |
### Sorting
@@ -896,10 +798,10 @@ async function getAllPendingDocuments() {
},
);
const { data, currentPage, totalPages } = await response.json();
const { data, pagination } = await response.json();
documents.push(...data);
hasMore = currentPage < totalPages;
hasMore = page < pagination.totalPages;
page++;
}
+87 -159
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` | string | ID of the parent envelope |
| `envelopeId` | number | ID of the parent envelope |
| `envelopeItemId` | string | ID of the PDF item the field is placed on |
| `page` | number | Page number (1-indexed) |
| `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 |
| `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) |
| `customText` | string | Value entered by the recipient |
| `inserted` | boolean | Whether the field has been completed |
| `fieldMeta` | object \| null | Type-specific configuration options |
@@ -38,19 +38,18 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
"secondaryId": "field_abc123",
"type": "SIGNATURE",
"recipientId": 123,
"envelopeId": "envelope_abcdefhiklmnorst",
"envelopeItemId": "envelope_item_abcdefhiklmnorst",
"envelopeId": 789,
"envelopeItemId": "envelope_item_xyz",
"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,
"overflow": "auto"
"required": true
}
}
```
@@ -135,10 +134,10 @@ POST /envelope/field/create-many
### Request Body
| Field | Type | Required | Description |
| ------------ | ------ | -------- | ------------------------------- |
| `envelopeId` | string | Yes | The envelope ID |
| `data` | array | Yes | Array of field configurations |
| Field | Type | Required | Description |
| ----------- | ------ | -------- | ------------------------------- |
| `documentId`| number | Yes | The document ID |
| `fields` | array | Yes | Array of field configurations |
### Code Examples
@@ -149,32 +148,32 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/create-many" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"envelopeId": "envelope_abcdefhiklmnorst",
"data": [
"documentId": 123,
"fields": [
{
"type": "SIGNATURE",
"recipientId": 456,
"page": 1,
"positionX": 10,
"positionY": 80,
"pageNumber": 1,
"pageX": 10,
"pageY": 80,
"width": 30,
"height": 5
},
{
"type": "DATE",
"recipientId": 456,
"page": 1,
"positionX": 50,
"positionY": 80,
"pageNumber": 1,
"pageX": 50,
"pageY": 80,
"width": 20,
"height": 3
},
{
"type": "TEXT",
"recipientId": 456,
"page": 1,
"positionX": 10,
"positionY": 70,
"pageNumber": 1,
"pageX": 10,
"pageY": 70,
"width": 40,
"height": 4,
"fieldMeta": {
@@ -200,32 +199,32 @@ const response = await fetch(
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
documentId: 123,
fields: [
{
type: 'SIGNATURE',
recipientId: 456,
page: 1,
positionX: 10,
positionY: 80,
pageNumber: 1,
pageX: 10,
pageY: 80,
width: 30,
height: 5,
},
{
type: 'DATE',
recipientId: 456,
page: 1,
positionX: 50,
positionY: 80,
pageNumber: 1,
pageX: 50,
pageY: 80,
width: 20,
height: 3,
},
{
type: 'TEXT',
recipientId: 456,
page: 1,
positionX: 10,
positionY: 70,
pageNumber: 1,
pageX: 10,
pageY: 70,
width: 40,
height: 4,
fieldMeta: {
@@ -240,8 +239,8 @@ const response = await fetch(
}
);
const { data } = await response.json();
console.log(`Created ${data.length} fields`);
const { fields } = await response.json();
console.log(`Created ${fields.length} fields`);
````
</Tab>
@@ -251,68 +250,36 @@ console.log(`Created ${data.length} fields`);
```json
{
"data": [
"fields": [
{
"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",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "signature",
"fontSize": 18,
"overflow": "auto"
}
"positionX": 10,
"positionY": 80,
"width": 30,
"height": 5
},
{
"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",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "date",
"fontSize": 12,
"textAlign": "left",
"overflow": "auto"
}
"positionX": 50,
"positionY": 80,
"width": 20,
"height": 3
},
{
"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",
"customText": "",
"inserted": false,
"fieldMeta": {
"type": "text",
"label": "Job Title",
"placeholder": "Enter your job title",
"required": true
}
"positionX": 10,
"positionY": 70,
"width": 40,
"height": 4
}
]
}
@@ -332,8 +299,8 @@ POST /envelope/field/update-many
| Field | Type | Required | Description |
| ------------ | ------ | -------- | ----------------------------- |
| `envelopeId` | string | Yes | The envelope ID |
| `data` | array | Yes | Array of field update objects |
| `documentId` | number | Yes | The document ID |
| `fields` | array | Yes | Array of field update objects |
### Code Examples
@@ -344,17 +311,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/update-many" \
-H "Authorization: api_xxxxxxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"envelopeId": "envelope_abcdefhiklmnorst",
"data": [
"documentId": 123,
"fields": [
{
"id": 101,
"type": "SIGNATURE",
"positionY": 85
"pageY": 85
},
{
"id": 102,
"type": "DATE",
"positionY": 85
"pageY": 85
}
]
}'
@@ -371,16 +338,16 @@ const response = await fetch(
'Content-Type': 'application/json',
},
body: JSON.stringify({
envelopeId: 'envelope_abcdefhiklmnorst',
data: [
{ id: 101, type: 'SIGNATURE', positionY: 85 },
{ id: 102, type: 'DATE', positionY: 85 },
documentId: 123,
fields: [
{ id: 101, type: 'SIGNATURE', pageY: 85 },
{ id: 102, type: 'DATE', pageY: 85 },
],
}),
}
);
const { data } = await response.json();
const { fields } = await response.json();
````
</Tab>
@@ -390,48 +357,9 @@ const { data } = await response.json();
```json
{
"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"
}
}
"fields": [
{ "id": 101, "type": "SIGNATURE", "positionY": 85 },
{ "id": 102, "type": "DATE", "positionY": 85 }
]
}
````
@@ -515,8 +443,8 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
(0,0) ─────────────────────────── (100,0)
│ │
│ ┌─────────┐ │
│ │ Field │ (positionX: 10, │
│ │ │ positionY: 20, │
│ │ Field │ (pageX: 10,
│ │ │ pageY: 20,
│ └─────────┘ width: 30, │
│ height: 5) │
│ │
@@ -529,9 +457,9 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
const field = {
type: 'SIGNATURE',
recipientId: 123,
page: 1,
positionX: 60, // 60% from left
positionY: 85, // 85% from top (near bottom)
pageNumber: 1,
pageX: 60, // 60% from left
pageY: 85, // 85% from top (near bottom)
width: 30, // 30% of page width
height: 8, // 8% of page height
};
@@ -715,15 +643,15 @@ All field types support these base options:
Create a document with a signature block containing multiple field types:
```typescript
async function addSignatureBlock(envelopeId: string, recipientId: number) {
const data = [
async function addSignatureBlock(documentId: number, recipientId: number) {
const fields = [
// Signature
{
type: 'SIGNATURE',
recipientId,
page: 1,
positionX: 10,
positionY: 80,
pageNumber: 1,
pageX: 10,
pageY: 80,
width: 30,
height: 8,
fieldMeta: {
@@ -735,9 +663,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
{
type: 'NAME',
recipientId,
page: 1,
positionX: 10,
positionY: 90,
pageNumber: 1,
pageX: 10,
pageY: 90,
width: 30,
height: 4,
fieldMeta: {
@@ -749,9 +677,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
{
type: 'DATE',
recipientId,
page: 1,
positionX: 50,
positionY: 80,
pageNumber: 1,
pageX: 50,
pageY: 80,
width: 20,
height: 4,
fieldMeta: {
@@ -763,9 +691,9 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
{
type: 'TEXT',
recipientId,
page: 1,
positionX: 50,
positionY: 90,
pageNumber: 1,
pageX: 50,
pageY: 90,
width: 30,
height: 4,
fieldMeta: {
@@ -782,7 +710,7 @@ async function addSignatureBlock(envelopeId: string, recipientId: number) {
Authorization: 'api_xxxxxxxxxxxxxxxx',
'Content-Type': 'application/json',
},
body: JSON.stringify({ envelopeId, data }),
body: JSON.stringify({ documentId, fields }),
});
return response.json();
@@ -5,8 +5,6 @@ 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).
@@ -60,8 +58,8 @@ Authorization: api_xxxxxxxxxxxxxxxx
href="/docs/developers/api/templates"
/>
<Card
title="Team-scoped access"
description="Use team-scoped API tokens with envelope endpoints."
title="Teams"
description="Manage teams and team members."
href="/docs/developers/api/teams"
/>
</Cards>
@@ -8,8 +8,6 @@
"teams",
"rate-limits",
"versioning",
"migrate-to-envelopes",
"developer-mode",
"common-errors"
"developer-mode"
]
}
@@ -1,249 +0,0 @@
---
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` (body changes from `documentIds: number[]` to `ids: { type: "documentId"; ids: number[] }`) |
| `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` (body changes from `templateIds: number[]` to `ids: { type: "templateId"; ids: number[] }`) |
| `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
@@ -11,21 +11,10 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
## HTTP Rate Limits
The rate limit applies to:
- `/api/v1/*`
- `/api/v2/*`
- `/api/v2-beta/*`
**Limit:** 1000 requests per minute per IP address
**Limit:** 100 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>
### Global per-IP 429 Response
### Rate Limit Response
```json
{
@@ -33,22 +22,10 @@ The rate limit applies to:
}
```
### Rate Limit Headers
Responses from `/api/v1/*`, `/api/v2/*`, and `/api/v2-beta/*` include these headers. The only
exception is CORS preflight (`OPTIONS`) requests, which are answered before the rate limiter runs
and carry no rate limit headers:
| Header | Description |
| ----------------------- | ---------------------------------------------------------------------- |
| `X-RateLimit-Limit` | Maximum requests allowed in the current global window |
| `X-RateLimit-Remaining` | Requests remaining in the current global window |
| `X-RateLimit-Reset` | End of the current global window, as a Unix epoch timestamp in seconds |
A 429 response from a windowed limiter also includes `Retry-After`, in seconds, with a minimum
value of `1`. The global API limit uses fixed, epoch-aligned one-minute buckets, so the actual wait
until the next window is between 1 and 60 seconds. Honor `Retry-After` exactly instead of sleeping
for a fixed 60 seconds. See the [Retry-After handling example](/docs/developers/examples/common-workflows#error-handling-patterns).
<Callout type="warn">
No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
seconds before retrying.
</Callout>
## Resource Limits
@@ -62,55 +39,24 @@ Beyond HTTP rate limits, your account has usage limits based on your subscriptio
| Total Recipients | 10 | Unlimited | Unlimited | Unlimited |
| Direct Templates | 3 | Unlimited | Unlimited | Unlimited |
### Organisation Limit 429 Responses
### Error Response
Organisation windowed limits and organisation monthly quotas produce 429 responses whose body
shape depends on the API version, and neither matches the global per-IP limiter's
`{ "error": "..." }` body.
On `/api/v1/*`, the body contains only a message:
When you exceed a resource limit:
```json
{
"message": "Too many requests, please try again later. Contact support if you require higher limits."
"error": "You have reached your document limit for this month. Please upgrade your plan.",
"code": "LIMIT_EXCEEDED",
"statusCode": 400
}
```
On `/api/v2/*` and `/api/v2-beta/*`, the body is a structured error object:
```json
{
"message": "Too many requests, please try again later. Contact support if you require higher limits.",
"code": "TOO_MANY_REQUESTS",
"data": {
"code": "TOO_MANY_REQUESTS",
"httpStatus": 429,
"appError": {
"code": "TOO_MANY_REQUESTS",
"message": "Too many requests, please try again later. Contact support if you require higher limits."
}
}
}
```
Organisation windowed limit responses include the `X-RateLimit-*` headers and `Retry-After` for
their own window. Monthly quota responses carry no quota-specific rate limit headers or
`Retry-After` because the quota is not a time window; rely on the status code and message instead.
## Error Codes
| Code | Status | Description |
| ------------------- | ------ | ------------------------------------------------------------------ |
| `TOO_MANY_REQUESTS` | 429 | Global per-IP, organisation windowed, or monthly quota exceeded |
| `LIMIT_EXCEEDED` | 400 | Resource usage limit exceeded |
There are three sources of `TOO_MANY_REQUESTS` responses:
1. The global per-IP limit, returning the `{ "error": "..." }` body shown above.
2. Organisation windowed rate limits for the `api`, `document`, and `email` counters.
3. Organisation monthly quotas for the same three counters. Every authenticated API request
consumes the `api` counter, so any endpoint can return this 429 once the monthly API quota is
exhausted — not just envelope-related ones.
| Code | Status | Description |
| ------------------- | ------ | ----------------------------- |
| `TOO_MANY_REQUESTS` | 429 | HTTP rate limit exceeded |
| `LIMIT_EXCEEDED` | 400 | Resource usage limit exceeded |
---
@@ -119,4 +65,3 @@ There are three sources of `TOO_MANY_REQUESTS` responses:
- [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
- [API Versioning](/docs/developers/api/versioning) - API version management
- [First API Call](/docs/developers/getting-started/first-api-call) - Getting started with the API
- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Admins: set per-organisation resource quotas and rate limits (the HTTP rate limit above is separate and not admin-settable)
+42 -29
View File
@@ -1,29 +1,44 @@
---
title: Team-Scoped API Access
description: Use team-scoped API tokens with document and template envelopes.
title: Teams API
description: Manage team resources, documents, and templates with team-scoped API tokens.
---
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 Context
## Team Object
<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>
A team object contains the following properties:
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.
| 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"
}
```
## Team-Scoped API Tokens
@@ -141,26 +156,26 @@ 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?type=DOCUMENT" \
curl -X GET "https://app.documenso.com/api/v2/envelope" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
# Filter by status
curl -X GET "https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=PENDING" \
curl -X GET "https://app.documenso.com/api/v2/envelope?status=PENDING" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
````
</Tab>
<Tab value="TypeScript">
```typescript
const response = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT', {
const response = await fetch('https://app.documenso.com/api/v2/envelope', {
method: 'GET',
headers: {
Authorization: TEAM_API_TOKEN,
},
});
const { data, count } = await response.json();
console.log(`Found ${count} team documents`);
const { data, pagination } = await response.json();
console.log(`Found ${pagination.totalItems} team documents`);
````
</Tab>
@@ -175,11 +190,10 @@ 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/envelope/create" \
curl -X POST "https://app.documenso.com/api/v2/template/create" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
-H "Content-Type: multipart/form-data" \
-F 'payload={
"type": "TEMPLATE",
"title": "NDA Template",
"recipients": [
{
@@ -209,7 +223,6 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
const form = new FormData();
const payload = {
type: 'TEMPLATE',
title: 'NDA Template',
recipients: [
{
@@ -236,7 +249,7 @@ form.append('files', fs.createReadStream('./nda-template.pdf'), {
contentType: 'application/pdf',
});
const response = await fetch('https://app.documenso.com/api/v2/envelope/create', {
const response = await fetch('https://app.documenso.com/api/v2/template/create', {
method: 'POST',
headers: {
Authorization: TEAM_API_TOKEN,
@@ -244,8 +257,8 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/create',
body: form,
});
const { id } = await response.json();
console.log('Created team template envelope:', id);
const template = await response.json();
console.log('Created team template:', template.id);
````
</Tab>
</Tabs>
@@ -255,14 +268,14 @@ console.log('Created team template envelope:', id);
<Tabs items={['curl', 'TypeScript']}>
<Tab value="curl">
```bash
curl -X GET "https://app.documenso.com/api/v2/envelope?type=TEMPLATE" \
curl -X GET "https://app.documenso.com/api/v2/template" \
-H "Authorization: api_team_xxxxxxxxxxxxxxxx"
````
</Tab>
<Tab value="TypeScript">
```typescript
const response = await fetch('https://app.documenso.com/api/v2/envelope?type=TEMPLATE', {
const response = await fetch('https://app.documenso.com/api/v2/template', {
method: 'GET',
headers: {
Authorization: TEAM_API_TOKEN,
@@ -317,19 +330,19 @@ 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?type=DOCUMENT&status=PENDING', {
const salesResponse = await fetch('https://app.documenso.com/api/v2/envelope?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?type=DOCUMENT&status=COMPLETED', {
const legalResponse = await fetch('https://app.documenso.com/api/v2/envelope?status=COMPLETED', {
headers: { Authorization: LEGAL_TEAM_TOKEN },
});
const legalDocs = await legalResponse.json();
console.log(`Sales team: ${salesDocs.count} pending`);
console.log(`Legal team: ${legalDocs.count} completed`);
console.log(`Sales team: ${salesDocs.pagination.totalItems} pending`);
console.log(`Legal team: ${legalDocs.pagination.totalItems} completed`);
```
## Error Responses
@@ -6,201 +6,12 @@ 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).
</Callout>
## 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
## Template Object
A template object contains the following properties:
@@ -278,7 +89,7 @@ A template object contains the following properties:
}
```
## List Templates (Deprecated)
## List Templates
Retrieve a paginated list of templates.
@@ -326,8 +137,8 @@ const response = await fetch(`${BASE_URL}/template`, {
},
});
const { data, count } = await response.json();
console.log(`Found ${count} templates`);
const { data, pagination } = await response.json();
console.log(`Found ${pagination.totalItems} templates`);
// Filter by type
const privateResponse = await fetch(
@@ -368,16 +179,18 @@ const privateTemplates = await privateResponse.json();
]
}
],
"count": 25,
"currentPage": 1,
"perPage": 10,
"totalPages": 3
"pagination": {
"page": 1,
"perPage": 10,
"totalPages": 3,
"totalItems": 25
}
}
```
---
## Get Template (Deprecated)
## Get Template
Retrieve a single template by ID.
@@ -423,9 +236,9 @@ Returns the full template object including recipients, fields, and metadata.
---
## Create Document from Template (Deprecated)
## Create Document from Template
Create a new document using the deprecated template endpoint.
Create a new document using a template. This is the primary way to use templates programmatically.
<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.
@@ -600,57 +413,32 @@ const prefilledDocument = await prefillResponse.json();
### Response
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`.
Returns the created document object with recipients and signing URLs.
```json
{
"id": 789,
"envelopeId": "envelope_xyz789",
"id": "envelope_xyz789",
"type": "DOCUMENT",
"status": "PENDING",
"source": "TEMPLATE",
"title": "Employment Contract",
"source": "TEMPLATE",
"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",
"signingOrder": 1
"signingUrl": "https://app.documenso.com/sign/abc123"
}
]
}
```
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 (Deprecated)
## Override Template Settings
When creating a document from a template, you can override various settings:
@@ -698,7 +486,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {
---
## Prefill Fields (Deprecated)
## Prefill Fields
Prefill field values when creating a document from a template. This is useful for populating known data before sending.
@@ -787,7 +575,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {
---
## Update Template (Deprecated)
## Update Template
Update a template's properties.
@@ -853,7 +641,7 @@ const template = await response.json();
---
## Duplicate Template (Deprecated)
## Duplicate Template
Create a copy of an existing template.
@@ -905,7 +693,7 @@ console.log('New template ID:', duplicatedTemplate.id);
---
## Delete Template (Deprecated)
## Delete Template
Delete a template.
@@ -964,7 +752,7 @@ const { success } = await response.json();
---
## Direct Link Templates (Deprecated)
## Direct Link Templates
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.
@@ -1108,7 +896,7 @@ const { success } = await response.json();
---
## Custom Document Data (Deprecated)
## Custom Document Data
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.
@@ -1123,7 +911,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request
---
## Template Types (Legacy)
## Template Types
| Type | Description |
| --------- | ------------------------------------------------------------------ |
@@ -1132,7 +920,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request
---
## Complete Legacy Example: Contract Workflow (Deprecated)
## Complete Example: Contract Workflow
This example demonstrates a complete workflow for using templates to send contracts.
@@ -1206,29 +994,16 @@ async function sendEmploymentContract(employeeData: {
subject: `Employment Contract for ${employeeData.name}`,
message: `Hi ${employeeData.name},\n\nPlease review and sign your employment contract.`,
},
distributeDocument: false,
distributeDocument: true,
externalId: `emp-contract-${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 {
envelopeId: document.envelopeId,
signingUrl: distribution.recipients[0].signingUrl,
documentId: document.id,
signingUrl: document.recipients[0].signingUrl,
};
}
@@ -1241,7 +1016,7 @@ const result = await sendEmploymentContract({
startDate: '2025-03-01',
});
console.log('Document created:', result.envelopeId);
console.log('Document created:', result.documentId);
console.log('Signing URL:', result.signingUrl);
````
@@ -5,8 +5,6 @@ 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.
@@ -21,16 +19,7 @@ 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
@@ -1,24 +1,24 @@
---
title: Editor
title: Authoring
description: Embed document, template, and envelope creation directly in your application.
---
import { Callout } from 'fumadocs-ui/components/callout';
In addition to embedding signing, Documenso supports embedded editor. It allows your users to create and edit documents, templates, and envelopes without leaving your application.
In addition to embedding signing, Documenso supports embedded authoring. It allows your users to create and edit documents, templates, and envelopes without leaving your application.
<Callout type="warn">
Embedded editor is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
Embedded authoring is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
also available as a paid add-on for the [Platform Plan](https://documen.so/platform-cta-pricing).
Contact sales for access.
</Callout>
## Versions
Embedded editor is available in two versions:
Embedded authoring is available in two versions:
- **[V1 Editor](/docs/developers/embedding/editor/v1)** — Works with V1 Documents and Templates.
- **[V2 Editor](/docs/developers/embedding/editor/v2)** — Works with Envelopes, which are the unified model for documents and templates.
- **[V1 Authoring](/docs/developers/embedding/authoring/v1)** — Works with V1 Documents and Templates.
- **[V2 Authoring](/docs/developers/embedding/authoring/v2)** — Works with Envelopes, which are the unified model for documents and templates.
### Comparison
@@ -32,7 +32,7 @@ Embedded editor is available in two versions:
## Presign Tokens
Before using any editor component, obtain a presign token from your backend:
Before using any authoring component, obtain a presign token from your backend:
```
POST /api/v2/embedding/create-presign-token
@@ -50,7 +50,7 @@ See the [API documentation](https://openapi.documenso.com/reference#tag/embeddin
## Next Steps
- [V1 Editor](/docs/developers/embedding/editor/v1) — Create and edit documents and templates using V1 components
- [V2 Editor](/docs/developers/embedding/editor/v2) — Create and edit envelopes using V2 components
- [V1 Authoring](/docs/developers/embedding/authoring/v1) — Create and edit documents and templates using V1 components
- [V2 Authoring](/docs/developers/embedding/authoring/v2) — Create and edit envelopes using V2 components
- [CSS Variables](/docs/developers/embedding/css-variables) — Customize the appearance of embedded components
- [SDKs](/docs/developers/embedding/sdks) — Framework-specific SDK documentation
@@ -1,4 +1,4 @@
{
"title": "Editor",
"title": "Authoring",
"pages": ["v1", "v2"]
}
@@ -1,21 +1,21 @@
---
title: V1 Editor
title: V1 Authoring
description: Embed V1 document and template creation directly in your application.
---
import { Callout } from 'fumadocs-ui/components/callout';
V1 editor components allow your users to create and edit documents and templates using the V1 Documents and Templates API without leaving your application.
V1 authoring components allow your users to create and edit documents and templates using the V1 Documents and Templates API without leaving your application.
<Callout type="warn">
Embedded editor is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
Embedded authoring is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
also available as a paid add-on for the [Platform Plan](https://documen.so/platform-cta-pricing).
Contact sales for access.
</Callout>
## Components
The SDK provides four V1 editor components:
The SDK provides four V1 authoring components:
| Component | Purpose |
| ----------------------- | ----------------------- |
@@ -29,7 +29,7 @@ The SDK provides four V1 editor components:
## Presign Tokens
All editor components require a **presign token** for authentication. See the [Editor overview](/docs/developers/embedding/editor) for details on obtaining presign tokens.
All authoring components require a **presign token** for authentication. See the [Authoring overview](/docs/developers/embedding/authoring) for details on obtaining presign tokens.
<Callout type="warn">
@@ -131,7 +131,7 @@ const TemplateEditor = ({ presignToken, templateId }) => {
## Props
### All Editor Components
### All Authoring Components
| Prop | Type | Required | Description |
| ------------------ | --------- | -------- | -------------------------------------------------------- |
@@ -141,9 +141,8 @@ const TemplateEditor = ({ presignToken, templateId }) => {
| `css` | `string` | No | Custom CSS string (Platform Plan) |
| `cssVars` | `object` | No | [CSS variable](/docs/developers/embedding/css-variables) overrides (Platform Plan) |
| `darkModeDisabled` | `boolean` | No | Disable dark mode (Platform Plan) |
| `language` | `string` | No | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts) |
| `className` | `string` | No | CSS class for the iframe |
| `features` | `object` | No | Feature toggles for the editor experience |
| `features` | `object` | No | Feature toggles for the authoring experience |
### Update Components Only
@@ -157,7 +156,7 @@ const TemplateEditor = ({ presignToken, templateId }) => {
## Feature Toggles
Customize what options are available in the editor experience:
Customize what options are available in the authoring experience:
```jsx
<EmbedCreateDocumentV1
@@ -294,7 +293,7 @@ Pass extra props to the iframe for testing experimental features:
## See Also
- [Embedding Overview](/docs/developers/embedding) - Signing embed concepts and props
- [V2 Editor](/docs/developers/embedding/editor/v2) - V2 envelope editor
- [V2 Authoring](/docs/developers/embedding/authoring/v2) - V2 envelope authoring
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Documents API](/docs/developers/api/documents) - Create documents via API
- [Templates API](/docs/developers/api/templates) - Create templates via API
@@ -1,21 +1,21 @@
---
title: V2 Editor
title: V2 Authoring
description: Embed envelope creation and editing directly in your application.
---
import { Callout } from 'fumadocs-ui/components/callout';
V2 editor components allow your users to create and edit envelopes without leaving your application. Envelopes are the unified model for documents and templates in the V2 API.
V2 authoring components allow your users to create and edit envelopes without leaving your application. Envelopes are the unified model for documents and templates in the V2 API.
<Callout type="warn">
Embedded editor is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
Embedded authoring is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
also available as a paid add-on for the [Platform Plan](https://documen.so/platform-cta-pricing).
Contact sales for access.
</Callout>
## Components
The SDK provides two V2 editor components:
The SDK provides two V2 authoring components:
| Component | Purpose |
| ---------------------- | ------------------------ |
@@ -26,7 +26,7 @@ The SDK provides two V2 editor components:
## Presign Tokens
All editor components require a **presign token** for authentication. See the [Editor overview](/docs/developers/embedding/editor) for details on obtaining presign tokens.
All authoring components require a **presign token** for authentication. See the [Authoring overview](/docs/developers/embedding/authoring) for details on obtaining presign tokens.
<Callout type="warn">
A presigned token is NOT an API token
@@ -100,27 +100,24 @@ const EnvelopeEditor = ({ presignToken, envelopeId }) => {
## Props
### All V2 Editor Components
### All V2 Authoring Components
| Prop | Type | Required | Description |
| ---------------- | --------- | -------- | -------------------------------------------------------- |
| `presignToken` | `string` | Yes | Authentication token from your backend |
| `externalId` | `string` | No | Your reference ID to link with the envelope |
| `host` | `string` | No | Custom host URL. Defaults to `https://app.documenso.com` |
| `css` | `string` | No | Custom CSS string (Platform Plan) |
| `cssVars` | `object` | No | [CSS variable](/docs/developers/embedding/css-variables) overrides (Platform Plan) |
| `darkModeDisabled` | `boolean` | No | Disable dark mode (Platform Plan) |
| `language` | `string` | No | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts) |
| `className` | `string` | No | CSS class for the iframe |
| `user` | `object` | No | Current user info. When provided, enables the "Add Myself" button in the recipients list. Object with optional `email` and `name` fields |
| `features` | `object` | No | Feature toggles for the editor experience |
| Prop | Type | Required | Description |
| ------------------ | --------- | -------- | -------------------------------------------------------- |
| `presignToken` | `string` | Yes | Authentication token from your backend |
| `externalId` | `string` | No | Your reference ID to link with the envelope |
| `host` | `string` | No | Custom host URL. Defaults to `https://app.documenso.com` |
| `css` | `string` | No | Custom CSS string (Platform Plan) |
| `cssVars` | `object` | No | [CSS variable](/docs/developers/embedding/css-variables) overrides (Platform Plan) |
| `darkModeDisabled` | `boolean` | No | Disable dark mode (Platform Plan) |
| `className` | `string` | No | CSS class for the iframe |
| `features` | `object` | No | Feature toggles for the authoring experience |
### Create Component Only
| Prop | Type | Required | Description |
| ---------- | ------------------------------ | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `type` | `"DOCUMENT"` \| `"TEMPLATE"` | Yes | Whether to create a document or template envelope |
| `folderId` | `string` | No | The ID of the folder to create the envelope in. If not provided, the envelope is created in the root folder. The folder must match the envelope type and team. |
| Prop | Type | Required | Description |
| ------ | ------------------------------ | -------- | --------------------------------------------------- |
| `type` | `"DOCUMENT"` \| `"TEMPLATE"` | Yes | Whether to create a document or template envelope |
### Update Component Only
@@ -132,7 +129,7 @@ const EnvelopeEditor = ({ presignToken, envelopeId }) => {
## Feature Toggles
V2 editor provides rich, structured feature toggles organized into sections. Pass a partial configuration to customize the editor experience — any omitted fields will use their defaults.
V2 authoring provides rich, structured feature toggles organized into sections. Pass a partial configuration to customize the authoring experience — any omitted fields will use their defaults.
```jsx
<EmbedCreateEnvelope
@@ -160,7 +157,7 @@ V2 editor provides rich, structured feature toggles organized into sections. Pas
### General
Controls the overall editor flow and UI:
Controls the overall authoring flow and UI:
| Property | Type | Default | Description |
| ------------------------------- | --------- | ------- | ------------------------------------------------ |
@@ -188,7 +185,7 @@ Controls envelope configuration options. Set to `null` to hide envelope settings
### Actions
Controls available actions during editing:
Controls available actions during authoring:
| Property | Type | Default | Description |
| ------------------ | --------- | ------- | ------------------------ |
@@ -204,7 +201,6 @@ Controls how envelope items (individual files within the envelope) can be manage
| `allowConfigureOrder` | `boolean` | `true` | Allow reordering items |
| `allowUpload` | `boolean` | `true` | Allow uploading new items |
| `allowDelete` | `boolean` | `true` | Allow deleting items |
| `allowReplace` | `boolean` | `true` | Allow replacing an item's PDF |
### Recipients
@@ -221,7 +217,7 @@ Controls recipient configuration options. Set to `null` to prevent any recipient
### Disabling Steps
You can also disable entire steps of the editor flow. This allows you to skip steps that are not relevant to your use case:
You can also disable entire steps of the authoring flow. This allows you to skip steps that are not relevant to your use case:
```jsx
<EmbedCreateEnvelope
@@ -338,7 +334,7 @@ const EnvelopeManager = ({ presignToken }) => {
## See Also
- [Editor Overview](/docs/developers/embedding/editor) - V1 vs V2 comparison and presign tokens
- [V1 Editor](/docs/developers/embedding/editor/v1) - V1 document and template editor
- [Authoring Overview](/docs/developers/embedding/authoring) - V1 vs V2 comparison and presign tokens
- [V1 Authoring](/docs/developers/embedding/authoring/v1) - V1 document and template authoring
- [Embedding Overview](/docs/developers/embedding) - Signing embed concepts and props
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
@@ -1,81 +0,0 @@
---
title: iframe
description: Embed the signing experience directly in your application using an iframe.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
<Callout type="warn" title="iframes are not recommended">
Embedding via iframe is not recommended. We strongly recommend using the [official SDKs](/docs/developers/embedding/sdks) instead.
</Callout>
### Basic iframe Embedding
```html
<iframe
src="https://app.documenso.com/embed/sign/abc123xyz"
width="100%"
height="800"
frameborder="0"
allow="clipboard-write"
></iframe>
```
<Callout title="Use the correct embed URL">
The URL you embed depends on the embed mode youre using (for example direct links vs sign-token embeds). Use the
embed URL provided by Documenso for your flow.
</Callout>
### iframe Customization
You can customize the embedded signing experience by passing **encoded options in the iframe URL fragment** (everything
after `#`).
Documenso expects the fragment to be **base64** of:
- `encodeURIComponent(JSON.stringify(options))`
#### Supported options
| Option | Type | Description |
| ------ | ---- | ----------- |
| `name` | `string` | Prefill signer name. |
| `email` | `string` | Prefill signer email. |
| `lockName` | `boolean` | Lock the name field (prevents editing). |
| `lockEmail` | `boolean` | Lock the email field (prevents editing). |
| `language` | `string` | Force the embed language (e.g. `en`). |
| `darkModeDisabled` | `boolean` | Disable dark mode behavior. |
| `allowDocumentRejection` | `boolean` | Allow or disallow document rejection. |
| `css` | `string` | Inject custom CSS into the embed. |
| `cssVars` | `object` | Override embed CSS variables (see the CSS Variables page). |
#### Example
```ts
const buildEmbedSrc = (host: string, token: string) => {
const options = {
name: 'Ada Lovelace',
email: 'ada@example.com',
lockName: true,
lockEmail: true,
language: 'en',
darkModeDisabled: false,
allowDocumentRejection: true,
css: ':root { --radius: 12px; }',
cssVars: {},
};
const encodedOptions = btoa(encodeURIComponent(JSON.stringify(options)));
return `${new URL(`/embed/sign/${token}`, host).toString()}#${encodedOptions}`;
};
```
A complete example can be found in the [Embeds repository](https://github.com/documenso/embeds/blob/main/packages/mitosis/src/sign-document.lite.tsx).
<Callout type="info" title="Why use the URL fragment?">
The fragment is **not sent to the server** as part of the HTTP request, but it is available to the embedded app in
the browser. This makes it a convenient way to pass client-side configuration without changing the base embed URL.
</Callout>
@@ -6,14 +6,14 @@ description: Embed document signing experiences directly in your application usi
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
## Embedded Signing vs Embedded Editor
## Embedded Signing vs Embedded Authoring
Documenso offers two types of embedding:
- **Embedded Signing** lets you embed the signing experience in your application. Your users sign documents without leaving your site. Available on Teams Plan and above.
- **Embedded Editor** lets you embed document and template _creation and editing_ in your application. This is an [Enterprise](/docs/policies/enterprise-edition) feature (also available as a Platform Plan add-on). See the [Editor](/docs/developers/embedding/editor) guide.
- **Embedded Authoring** lets you embed document and template _creation and editing_ in your application. This is an [Enterprise](/docs/policies/enterprise-edition) feature (also available as a Platform Plan add-on). See the [Authoring](/docs/developers/embedding/authoring) guide.
This page covers **embedded signing**. If you need your users to create or edit documents inside your app, see [Editor](/docs/developers/embedding/editor).
This page covers **embedded signing**. If you need your users to create or edit documents inside your app, see [Authoring](/docs/developers/embedding/authoring).
---
@@ -161,7 +161,6 @@ If you prefer not to use any SDK, you can embed signing using [Direct Links](/do
| `css` | `string` | Custom CSS string (Platform Plan). |
| `cssVars` | `object` | CSS variable overrides for theming (Platform Plan). |
| `darkModeDisabled` | `boolean` | Disable dark mode in the embed (Platform Plan). |
| `language` | `string` | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts). |
| `onDocumentReady` | `function` | Called when the document is loaded and ready. |
| `onDocumentCompleted` | `function` | Called when signing is completed. |
| `onDocumentError` | `function` | Called when an error occurs. |
@@ -176,7 +175,6 @@ If you prefer not to use any SDK, you can embed signing using [Direct Links](/do
| `host` | `string` | Documenso instance URL. Defaults to `https://app.documenso.com`. |
| `name` | `string` | Pre-fill the signer's name. |
| `lockName` | `boolean` | Prevent the signer from changing their name. |
| `language` | `string` | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts). |
| `onDocumentReady` | `function` | Called when the document is loaded and ready. |
| `onDocumentCompleted` | `function` | Called when signing is completed. |
| `onDocumentError` | `function` | Called when an error occurs. |
@@ -229,9 +227,9 @@ Receives an object with:
href="/docs/developers/embedding/css-variables"
/>
<Card
title="Editor"
title="Authoring"
description="Embed document and template creation."
href="/docs/developers/embedding/editor"
href="/docs/developers/embedding/authoring"
/>
</Cards>
@@ -1,4 +1,4 @@
{
"title": "Embedding",
"pages": ["sdks", "direct-links", "css-variables", "editor", "iframe"]
"pages": ["sdks", "direct-links", "css-variables", "authoring"]
}
@@ -89,4 +89,4 @@ export class SigningComponent {
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Editor](/docs/developers/embedding/editor) - Embed document creation
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
@@ -93,4 +93,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Editor](/docs/developers/embedding/editor) - Embed document creation
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
@@ -133,4 +133,4 @@ const DocumentSigning = ({ token }: { token: string }) => {
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Editor](/docs/developers/embedding/editor) - Embed document creation
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
@@ -93,4 +93,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Editor](/docs/developers/embedding/editor) - Embed document creation
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
@@ -101,4 +101,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Editor](/docs/developers/embedding/editor) - Embed document creation
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
@@ -104,4 +104,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Editor](/docs/developers/embedding/editor) - Embed document creation
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
@@ -8,8 +8,6 @@ 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.
@@ -474,7 +472,7 @@ 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. 1000 requests/minute)
Process in batches with a short delay to respect rate limits (e.g. 100 requests/minute)
</Step>
</Steps>
@@ -640,8 +638,8 @@ done
</Tabs>
<Callout type="info">
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.
The API allows 100 requests per minute. For large batches, implement rate limiting with delays
between requests to avoid hitting limits.
</Callout>
---
@@ -1000,12 +998,9 @@ async function fetchWithRetry(
// Retry on rate limit
if (response.status === 429) {
const retryAfter = response.headers.get('Retry-After');
// Honor Retry-After exactly; the cap only applies to the exponential fallback.
const delay = retryAfter
? parseInt(retryAfter) * 1000
: Math.min(baseDelayMs * Math.pow(2, attempt), maxDelayMs);
const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
console.log(`Rate limited, waiting ${delay}ms...`);
await new Promise((resolve) => setTimeout(resolve, delay));
await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
continue;
}
@@ -3,8 +3,6 @@ title: Examples
description: Common integration patterns and end-to-end workflows.
---
<EnvelopeWarning />
<Cards>
<Card
title="Common Workflows"
@@ -7,8 +7,6 @@ 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)
@@ -75,14 +73,14 @@ 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/documents \
-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/documents', {
method: 'GET',
headers: {
Authorization: 'api_xxxxxxxxxxxxxxxx',
@@ -7,8 +7,6 @@ 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:
@@ -78,10 +76,12 @@ A successful response returns a list of your documents (envelopes):
"createdAt": "2025-01-15T10:30:00.000Z"
}
],
"count": 1,
"currentPage": 1,
"perPage": 10,
"totalPages": 1
"pagination": {
"page": 1,
"perPage": 10,
"totalPages": 1,
"totalItems": 1
}
}
````
@@ -226,12 +226,9 @@ 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/distribute" \
curl -X POST "https://app.documenso.com/api/v2/envelope/envelope_abc123/distribute" \
-H "Authorization: YOUR_API_TOKEN" \
-H "Content-Type: application/json" \
-d '{
"envelopeId": "envelope_abc123"
}'
-H "Content-Type: application/json"
````
</Tab>
@@ -239,14 +236,16 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/distribute" \
```javascript
const envelopeId = 'envelope_abc123';
const response = await fetch('https://app.documenso.com/api/v2/envelope/distribute', {
method: 'POST',
headers: {
Authorization: 'YOUR_API_TOKEN',
'Content-Type': 'application/json',
const response = await fetch(
`https://app.documenso.com/api/v2/envelope/${envelopeId}/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);
@@ -336,14 +335,16 @@ async function createAndSendDocument(pdfPath, recipientEmail, recipientName) {
console.log('Created envelope:', envelope.id);
// Step 2: Send the document for signing
const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
method: 'POST',
headers: {
'Authorization': API_TOKEN,
'Content-Type': 'application/json',
},
body: JSON.stringify({ envelopeId: envelope.id }),
});
const distributeResponse = await fetch(
`${BASE_URL}/envelope/${envelope.id}/distribute`,
{
method: 'POST',
headers: {
'Authorization': API_TOKEN,
'Content-Type': 'application/json',
},
}
);
if (!distributeResponse.ok) {
const error = await distributeResponse.json();
@@ -419,12 +420,9 @@ echo "Created envelope: ${ENVELOPE_ID}"
# Step 2: Send the document for signing
echo "Sending document..."
curl -s -X POST "${BASE_URL}/envelope/distribute" \
curl -s -X POST "${BASE_URL}/envelope/${ENVELOPE_ID}/distribute" \
-H "Authorization: ${API_TOKEN}" \
-H "Content-Type: application/json" \
-d "{
\"envelopeId\": \"${ENVELOPE_ID}\"
}"
-H "Content-Type: application/json"
echo "Document sent for signing!"
@@ -441,7 +439,7 @@ 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 for the duration in the `Retry-After` header |
| `429` | Rate limited - wait 60 seconds and retry |
| `500` | Server error - retry or contact support |
### Error Response Format
@@ -485,7 +483,7 @@ 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. 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.
The API allows 100 requests per minute per IP address. When rate limited, wait at least 60 seconds before retrying:
```javascript
async function fetchWithRetry(url, options, maxRetries = 3) {
@@ -493,9 +491,8 @@ async function fetchWithRetry(url, options, maxRetries = 3) {
const response = await fetch(url, options);
if (response.status === 429) {
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));
console.log('Rate limited, waiting 60 seconds...');
await new Promise((resolve) => setTimeout(resolve, 60000));
continue;
}
@@ -3,8 +3,6 @@ title: Getting Started
description: Get your API key and make your first API call.
---
<EnvelopeWarning />
<Cards>
<Card
title="Authentication"
@@ -3,8 +3,6 @@ title: Developer Guide
description: Integrate Documenso into your applications using the REST API, webhooks, and embedding options.
---
<EnvelopeWarning />
## Getting Started
<Cards>
@@ -15,17 +15,16 @@ Pick the one that fits your needs the best.
## Tech Stack
- [TypeScript](https://www.typescriptlang.org/) - Language
- [React Router v7](https://reactrouter.com/) - Framework
- [Hono](https://hono.dev/) - Server
- [Typescript](https://www.typescriptlang.org/) - Language
- [React Router](https://reactrouter.com/) - Framework
- [Prisma](https://www.prisma.io/) - ORM
- [Tailwind CSS](https://tailwindcss.com/) - CSS
- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
- [Tailwind](https://tailwindcss.com/) - CSS
- [shadcn/ui](https://ui.shadcn.com/) - Component Library
- [react-email](https://react.email/) - Email Templates
- [Lingui](https://lingui.dev/) - Internationalization
- [tRPC](https://trpc.io/) - API
- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signing and Manipulation
- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
- [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
- [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
- [Stripe](https://stripe.com/) - Payments
<div className="mt-16 flex items-center justify-center gap-4">
@@ -83,15 +83,6 @@ npm run prisma:seed -w @documenso/prisma
</Step>
<Step>
### Optional: configure job provider
The default local job provider does not support scheduled jobs required for document reminders.
See the [Background Jobs](/docs/self-hosting/configuration/background-jobs) page for more information.
</Step>
<Step>
### Start the application
@@ -114,20 +105,6 @@ Access the Documenso application by visiting `http://localhost:3000` in your web
certificate](/docs/developers/local-development/signing-certificate)**.
</Callout>
## Running Scripts with Environment Variables
If a package script does not automatically load your `.env` and `.env.local` files, wrap it with the `with:env` script:
```bash
npm run with:env -- npm run myscript
```
The same works for `npx` when running bin scripts:
```bash
npm run with:env -- npx myscript
```
## See Also
- [Developer Quickstart](/docs/developers/local-development/quickstart) - Quick Docker-based setup
@@ -13,7 +13,7 @@ All webhook events share a common structure:
{
"event": "DOCUMENT_COMPLETED",
"payload": {
// Document or template data with recipients
// Document data with recipients
},
"createdAt": "2024-04-22T11:52:18.277Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
@@ -33,14 +33,14 @@ All webhook events share a common structure:
| Field | Type | Description |
| ---------------- | --------- | ------------------------------------------------------ |
| `id` | number | Legacy numeric v1 document or template ID |
| `envelopeId` | string | Canonical v2 identifier (`envelope_` + 16 characters) |
| `id` | number | Document ID |
| `externalId` | string? | External identifier for integration |
| `userId` | number | Owner's user ID |
| `authOptions` | object? | Document-level authentication options |
| `formValues` | object? | PDF form values associated with the document |
| `title` | string | Document or template title |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
| `title` | string | Document title |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED` |
| `documentDataId` | string | Reference to the document's PDF data |
| `visibility` | string | Document visibility setting |
| `createdAt` | datetime | Document creation timestamp |
| `updatedAt` | datetime | Last modification timestamp |
@@ -48,54 +48,47 @@ All webhook events share a common structure:
| `deletedAt` | datetime? | Deletion timestamp |
| `teamId` | number? | Team ID if document belongs to a team |
| `templateId` | number? | Template ID if created from a template |
| `source` | string | Source: `DOCUMENT`, `TEMPLATE`, or `TEMPLATE_DIRECT_LINK` |
| `documentMeta` | object? | Nullable document metadata (subject, message, signing options) |
| `recipients` | array | List of recipient objects |
| `Recipient` | array | List of recipient objects (legacy, same as recipients) |
| `source` | string | Source: `DOCUMENT` or `TEMPLATE` |
| `documentMeta` | object | Document metadata (subject, message, signing options) |
| `Recipient` | array | List of recipient objects |
### Document Metadata Fields
| Field | Type | Description |
| -------------------------- | ------- | --------------------------------------- |
| `id` | string | Metadata record identifier |
| `subject` | string? | Email subject line |
| `message` | string? | Email message body |
| `timezone` | string | Timezone for date display |
| `dateFormat` | string | Date format string |
| `redirectUrl` | string? | URL to redirect after signing |
| `signingOrder` | string | `PARALLEL` or `SEQUENTIAL` |
| `allowDictateNextSigner` | boolean | Whether signers can choose the next signer |
| `typedSignatureEnabled` | boolean | Whether typed signatures are allowed |
| `uploadSignatureEnabled` | boolean | Whether uploaded signatures are allowed |
| `drawSignatureEnabled` | boolean | Whether drawn signatures are allowed |
| `language` | string | Document language code |
| `distributionMethod` | string | How document is distributed |
| `emailSettings` | object? | Custom email settings for this document |
| Field | Type | Description |
| ----------------------- | ------- | --------------------------------------- |
| `id` | string | Metadata record identifier |
| `subject` | string? | Email subject line |
| `message` | string? | Email message body |
| `timezone` | string | Timezone for date display |
| `password` | string? | Document access password (if set) |
| `dateFormat` | string | Date format string |
| `redirectUrl` | string? | URL to redirect after signing |
| `signingOrder` | string | `PARALLEL` or `SEQUENTIAL` |
| `typedSignatureEnabled` | boolean | Whether typed signatures are allowed |
| `language` | string | Document language code |
| `distributionMethod` | string | How document is distributed |
| `emailSettings` | object? | Custom email settings for this document |
### Recipient Fields
| Field | Type | Description |
| ---------------------- | --------- | ------------------------------------------ |
| `id` | number | Recipient ID |
| `envelopeId` | string | Canonical parent envelope ID |
| `documentId` | number? | Legacy parent document ID; null for templates |
| `templateId` | number? | Legacy parent template ID; null for documents |
| `email` | string | Recipient email address |
| `name` | string | Recipient name |
| `token` | string | Unique signing token |
| `documentDeletedAt` | datetime? | When the recipient hid the document |
| `expiresAt` | datetime? | When the recipient's signing link expires |
| `expirationNotifiedAt` | datetime? | When the expiration notification was sent |
| `signedAt` | datetime? | When recipient signed |
| `authOptions` | object? | Per-recipient authentication options |
| `role` | string | Role: `SIGNER`, `VIEWER`, `APPROVER`, `ASSISTANT`, `CC` |
| `signingOrder` | number? | Position in signing sequence |
| `readStatus` | string | `NOT_OPENED` or `OPENED` |
| `signingStatus` | string | `NOT_SIGNED`, `SIGNED`, or `REJECTED` |
| `sendStatus` | string | `NOT_SENT` or `SENT` |
| `rejectionReason` | string? | Reason if recipient rejected |
Use `recipient.envelopeId` as the reliable parent link. The legacy `documentId` and `templateId` fields depend on the parent envelope type, so one of them is always null.
| Field | Type | Description |
| ------------------- | --------- | ------------------------------------------ |
| `id` | number | Recipient ID |
| `documentId` | number | Parent document ID |
| `templateId` | number? | Template ID if created from a template |
| `email` | string | Recipient email address |
| `name` | string | Recipient name |
| `token` | string | Unique signing token |
| `documentDeletedAt` | datetime? | When the document was deleted (if deleted) |
| `expired` | boolean? | Whether the recipient's link has expired |
| `signedAt` | datetime? | When recipient signed |
| `authOptions` | object? | Per-recipient authentication options |
| `role` | string | Role: `SIGNER`, `VIEWER`, `APPROVER`, `CC` |
| `signingOrder` | number? | Position in signing sequence |
| `readStatus` | string | `NOT_OPENED` or `OPENED` |
| `signingStatus` | string | `NOT_SIGNED`, `SIGNED`, or `REJECTED` |
| `sendStatus` | string | `NOT_SENT` or `SENT` |
| `rejectionReason` | string? | Reason if recipient rejected |
---
@@ -105,7 +98,7 @@ These events track the document through its lifecycle.
### `document.created`
Triggered when a new document is created.
Triggered when a new document is uploaded.
**Event name:** `DOCUMENT_CREATED`
@@ -114,7 +107,6 @@ Triggered when a new document is created.
"event": "DOCUMENT_CREATED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 1,
"authOptions": null,
@@ -122,6 +114,7 @@ Triggered when a new document is created.
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "DRAFT",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:44:43.341Z",
"completedAt": null,
@@ -133,52 +126,26 @@ Triggered when a new document is created.
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "Etc/UTC",
"dateFormat": "yyyy-MM-dd hh:mm a",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "NOT_SENT"
}
],
"Recipient": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"expired": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
@@ -208,7 +175,6 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"event": "DOCUMENT_SENT",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 1,
"authOptions": null,
@@ -216,6 +182,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:48:07.569Z",
"completedAt": null,
@@ -227,52 +194,26 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "Etc/UTC",
"dateFormat": "yyyy-MM-dd hh:mm a",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
],
"Recipient": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"expired": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
@@ -289,112 +230,6 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
}
```
### `document.opened`
Triggered when a recipient opens the document for the first time.
**Event name:** `DOCUMENT_OPENED`
The recipient's `readStatus` changes to `OPENED`.
```json
{
"event": "DOCUMENT_OPENED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:50:26.174Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.signed`
Triggered when a recipient signs the document. This fires for each individual signature, not just when the document is fully completed.
**Event name:** `DOCUMENT_SIGNED`
The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
```json
{
"event": "DOCUMENT_SIGNED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "COMPLETED",
"title": "contract.pdf",
"source": "DOCUMENT",
"completedAt": "2024-04-22T11:52:05.707Z",
"recipients": [
{
"id": 51,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"signedAt": "2024-04-22T11:52:05.688Z",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:18.577Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.recipient.completed`
Triggered when an individual recipient completes their required action (signing, approving, or viewing). This is useful for tracking per-recipient progress in documents with multiple recipients.
**Event name:** `DOCUMENT_RECIPIENT_COMPLETED`
```json
{
"event": "DOCUMENT_RECIPIENT_COMPLETED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"signedAt": "2024-04-22T11:52:05.688Z",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:06.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.completed`
Triggered when all recipients have completed their required actions.
@@ -408,7 +243,6 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"event": "DOCUMENT_COMPLETED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 1,
"authOptions": null,
@@ -416,6 +250,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "COMPLETED",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:52:05.708Z",
"completedAt": "2024-04-22T11:52:05.707Z",
@@ -427,78 +262,26 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "Etc/UTC",
"dateFormat": "yyyy-MM-dd hh:mm a",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"recipients": [
{
"id": 50,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "reviewer@example.com",
"name": "Jane Smith",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": "2024-04-22T11:51:10.055Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 1,
"rejectionReason": null,
"role": "VIEWER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
},
{
"id": 51,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "HkrptwS42ZBXdRKj1TyUo",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 2,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
],
"Recipient": [
{
"id": 50,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "reviewer@example.com",
"name": "Jane Smith",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"expired": null,
"signedAt": "2024-04-22T11:51:10.055Z",
"authOptions": {
"accessAuth": null,
@@ -513,15 +296,13 @@ The document status changes to `COMPLETED` and `completedAt` is set.
},
{
"id": 51,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "HkrptwS42ZBXdRKj1TyUo",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"expired": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
@@ -554,19 +335,53 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
"event": "DOCUMENT_REJECTED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"externalId": null,
"userId": 1,
"authOptions": null,
"formValues": null,
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:48:07.569Z",
"completedAt": null,
"deletedAt": null,
"teamId": null,
"templateId": null,
"source": "DOCUMENT",
"recipients": [
"documentMeta": {
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"typedSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"Recipient": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expired": null,
"signedAt": "2024-04-22T11:48:07.569Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 1,
"rejectionReason": "I do not agree with the terms",
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "REJECTED",
"sendStatus": "SENT"
@@ -580,9 +395,7 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
### `document.cancelled`
Triggered when a pending document is explicitly cancelled with `POST /envelope/cancel`, or when a document owner or team member deletes a document. Deleting a draft or pending document hard-deletes it, while deleting a completed document soft-deletes it.
This event is **not** triggered when a recipient hides a document from their inbox.
Triggered when the document owner cancels a pending document.
**Event name:** `DOCUMENT_CANCELLED`
@@ -591,7 +404,6 @@ This event is **not** triggered when a recipient hides a document from their inb
"event": "DOCUMENT_CANCELLED",
"payload": {
"id": 7,
"envelopeId": "envelope_abcdefhiklmnorst",
"externalId": null,
"userId": 3,
"authOptions": null,
@@ -599,6 +411,7 @@ This event is **not** triggered when a recipient hides a document from their inb
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "cm6exvn93006hi02ru90a265a",
"createdAt": "2025-01-27T11:02:14.393Z",
"updatedAt": "2025-01-27T11:03:16.387Z",
"completedAt": null,
@@ -611,51 +424,25 @@ This event is **not** triggered when a recipient hides a document from their inb
"subject": "",
"message": "",
"timezone": "Etc/UTC",
"password": null,
"dateFormat": "yyyy-MM-dd hh:mm a",
"redirectUrl": "",
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"recipients": [
{
"id": 7,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 7,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "XkKx1HCs6Znm2UBJA2j6o",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": { "accessAuth": null, "actionAuth": null },
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
],
"Recipient": [
{
"id": 7,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 7,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "XkKx1HCs6Znm2UBJA2j6o",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"expired": null,
"signedAt": null,
"authOptions": { "accessAuth": null, "actionAuth": null },
"signingOrder": 1,
@@ -672,172 +459,147 @@ This event is **not** triggered when a recipient hides a document from their inb
}
```
### `recipient.expired`
---
Triggered when a recipient's signing deadline passes on a pending document before they sign or reject it.
## Recipient Events
**Event name:** `RECIPIENT_EXPIRED`
Recipient events track individual signer actions. These events use the same payload structure as document events, but focus on a specific recipient's action.
The recipient's `expiresAt` contains the signing deadline, and `expirationNotifiedAt` is set when the expiration is processed.
### `document.opened`
Triggered when a recipient opens the document for the first time.
**Event name:** `DOCUMENT_OPENED`
The recipient's `readStatus` changes to `OPENED`.
```json
{
"event": "RECIPIENT_EXPIRED",
"event": "DOCUMENT_OPENED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"externalId": null,
"userId": 1,
"authOptions": null,
"formValues": null,
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:48:07.569Z",
"completedAt": null,
"deletedAt": null,
"teamId": null,
"templateId": null,
"source": "DOCUMENT",
"recipients": [
"documentMeta": {
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"typedSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"Recipient": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expired": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"expiresAt": "2024-04-22T11:51:00.000Z",
"expirationNotifiedAt": "2024-04-22T11:52:00.000Z",
"readStatus": "OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:00.000Z",
"createdAt": "2024-04-22T11:50:26.174Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.reminder.sent`
### `document.signed`
Triggered when a reminder email is sent to a recipient who has not yet completed their action.
Triggered when a recipient signs the document.
**Event name:** `DOCUMENT_REMINDER_SENT`
**Event name:** `DOCUMENT_SIGNED`
The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
```json
{
"event": "DOCUMENT_REMINDER_SENT",
"event": "DOCUMENT_SIGNED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"status": "PENDING",
"externalId": null,
"userId": 1,
"authOptions": null,
"formValues": null,
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "COMPLETED",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:52:05.708Z",
"completedAt": "2024-04-22T11:52:05.707Z",
"deletedAt": null,
"teamId": null,
"templateId": null,
"source": "DOCUMENT",
"recipients": [
"documentMeta": {
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"typedSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"Recipient": [
{
"id": 52,
"envelopeId": "envelope_abcdefhiklmnorst",
"id": 51,
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "HkrptwS42ZBXdRKj1TyUo",
"documentDeletedAt": null,
"expired": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-23T09:00:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
---
## Template Events
Template events track changes to reusable document templates. Template payloads use the same structure as document payloads. For `TEMPLATE_CREATED`, `TEMPLATE_UPDATED`, and `TEMPLATE_DELETED` the template's own legacy numeric ID is in `id` and `templateId` is `null`. Only `TEMPLATE_USED` — whose payload describes the new document envelope created from the template — carries the originating template's legacy ID in `templateId`, with `source` set to `TEMPLATE`.
### `template.created`
Triggered when a new template is created.
**Event name:** `TEMPLATE_CREATED`
```json
{
"event": "TEMPLATE_CREATED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "My Template",
"status": "DRAFT",
"templateId": null,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T11:44:44.779Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `template.updated`
Triggered when a template's settings, recipients, or fields are modified.
**Event name:** `TEMPLATE_UPDATED`
```json
{
"event": "TEMPLATE_UPDATED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "My Updated Template",
"status": "DRAFT",
"templateId": null,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T12:00:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `template.deleted`
Triggered when a template is deleted.
**Event name:** `TEMPLATE_DELETED`
```json
{
"event": "TEMPLATE_DELETED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "Deleted Template",
"status": "DRAFT",
"templateId": null,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T13:00:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `template.used`
Triggered when a document is created from a template. This event fires alongside `document.created`, giving you a way to specifically track template usage.
**Event name:** `TEMPLATE_USED`
```json
{
"event": "TEMPLATE_USED",
"payload": {
"id": 10,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "Document from Template",
"status": "DRAFT",
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T14:00:00.000Z",
"createdAt": "2024-04-22T11:52:18.577Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
@@ -846,29 +608,15 @@ Triggered when a document is created from a template. This event fires alongside
## Event Summary
### Document Events
| Event | Trigger | Key Changes |
| ---------------------------- | ------------------------------------------- | ------------------------------------------------------------ |
| `DOCUMENT_CREATED` | Document uploaded or created from template | `status: "DRAFT"` |
| `DOCUMENT_SENT` | Document sent to recipients | `status: "PENDING"`, recipients `sendStatus: "SENT"` |
| `DOCUMENT_OPENED` | Recipient opens document for the first time | Recipient `readStatus: "OPENED"` |
| `DOCUMENT_SIGNED` | Recipient signs document | Recipient `signingStatus: "SIGNED"`, `signedAt` set |
| `DOCUMENT_RECIPIENT_COMPLETED` | Recipient completes their action | Recipient `signingStatus: "SIGNED"`, `signedAt` set |
| `DOCUMENT_COMPLETED` | All recipients complete actions | `status: "COMPLETED"`, `completedAt` set |
| `DOCUMENT_REJECTED` | Recipient rejects document | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
| `DOCUMENT_CANCELLED` | Pending document explicitly cancelled, or document deleted | `status: "CANCELLED"` after explicit cancellation; deletion may remove or soft-delete the document |
| `RECIPIENT_EXPIRED` | Recipient signing deadline passes | Recipient `expiresAt` passed, `expirationNotifiedAt` set |
| `DOCUMENT_REMINDER_SENT` | Reminder email sent to recipient | No status changes |
### Template Events
| Event | Trigger | Key Changes |
| ------------------ | ------------------------------------ | ------------------------- |
| `TEMPLATE_CREATED` | New template created | `source: "TEMPLATE"` |
| `TEMPLATE_UPDATED` | Template settings or fields modified | `source: "TEMPLATE"` |
| `TEMPLATE_DELETED` | Template deleted | `source: "TEMPLATE"` |
| `TEMPLATE_USED` | Document created from template | `source: "TEMPLATE"` |
| Event | Trigger | Key Changes |
| -------------------- | ------------------------------- | ------------------------------------------------------------ |
| `DOCUMENT_CREATED` | Document uploaded | `status: "DRAFT"` |
| `DOCUMENT_SENT` | Document sent to recipients | `status: "PENDING"`, recipients `sendStatus: "SENT"` |
| `DOCUMENT_OPENED` | Recipient opens document | Recipient `readStatus: "OPENED"` |
| `DOCUMENT_SIGNED` | Recipient signs document | Recipient `signingStatus: "SIGNED"`, `signedAt` set |
| `DOCUMENT_COMPLETED` | All recipients complete actions | `status: "COMPLETED"`, `completedAt` set |
| `DOCUMENT_REJECTED` | Recipient rejects document | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
| `DOCUMENT_CANCELLED` | Owner cancels document | Document cancelled while pending |
---
@@ -888,7 +636,7 @@ When processing webhook events:
**Process idempotently** — Webhooks may be retried, so handle duplicate events
</Step>
<Step>
**Respond quickly** — Return a `2xx` status code within 10 seconds
**Respond quickly** — Return a 200 status code within 30 seconds
</Step>
</Steps>
@@ -904,22 +652,19 @@ app.post('/webhook', (req, res) => {
switch (event) {
case 'DOCUMENT_COMPLETED':
// Handle completed document
console.log(`Document ${payload.id} completed`);
break;
case 'DOCUMENT_RECIPIENT_COMPLETED':
const signer = payload.recipients.find((r) => r.signingStatus === 'SIGNED');
console.log(`${signer?.name} completed their action on document ${payload.id}`);
break;
case 'DOCUMENT_SIGNED':
console.log(`Signature added to document ${payload.id}`);
// Handle signature
const signer = payload.Recipient.find((r) => r.signingStatus === 'SIGNED');
console.log(`${signer?.name} signed document ${payload.id}`);
break;
case 'DOCUMENT_REJECTED':
const rejecter = payload.recipients.find((r) => r.signingStatus === 'REJECTED');
// Handle rejection
const rejecter = payload.Recipient.find((r) => r.signingStatus === 'REJECTED');
console.log(`${rejecter?.name} rejected: ${rejecter?.rejectionReason}`);
break;
case 'TEMPLATE_USED':
console.log(`Template ${payload.templateId} used to create document ${payload.id}`);
break;
}
res.status(200).send('OK');
@@ -1,6 +1,6 @@
---
title: Webhooks
description: Receive real-time notifications for document and template events.
description: Receive real-time notifications when documents are signed, completed, or updated.
---
## How Webhooks Work
@@ -9,8 +9,6 @@ description: Receive real-time notifications for document and template events.
2. When an event occurs, Documenso sends an HTTP POST to your URL
3. Your application processes the event and responds with 200 OK
Documenso supports webhook events for the full document lifecycle (created, sent, opened, signed, completed, rejected, cancelled) as well as template events (created, updated, deleted, used).
---
## Getting Started
@@ -42,26 +40,14 @@ Documenso supports webhook events for the full document lifecycle (created, sent
"event": "DOCUMENT_COMPLETED",
"payload": {
"id": 123,
"envelopeId": "envelope_abcdefhiklmnorst",
"title": "Contract",
"status": "COMPLETED",
"completedAt": "2024-01-15T10:30:00.000Z",
"recipients": [
{
"id": 1,
"envelopeId": "envelope_abcdefhiklmnorst",
"email": "signer@example.com",
"signingStatus": "SIGNED"
}
]
"status": "COMPLETED"
},
"createdAt": "2024-01-15T10:30:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
`payload.id` is the legacy numeric v1 ID. Use `payload.envelopeId` as the canonical v2 identifier. Each recipient repeats `envelopeId` as the reliable parent link because the legacy `documentId` and `templateId` fields depend on the parent envelope type, leaving one of them null.
---
## See Also
@@ -148,7 +148,7 @@ func main() {
</Tabs>
<Callout type="warn">
Always respond with a `2xx` status within 10 seconds. Documenso will retry failed deliveries according to the configured background-job provider.
Always respond with a `200 OK` status within 30 seconds. Documenso will retry failed deliveries.
</Callout>
## Configuring Webhooks in Documenso via the Dashboard
@@ -184,7 +184,7 @@ Fill in the following fields:
| Field | Description |
| ----- | ----------- |
| **Webhook URL** | The HTTP or HTTPS endpoint that will receive webhook events |
| **Webhook URL** | The HTTPS endpoint that will receive webhook events |
| **Events** | Select which events should trigger this webhook |
| **Secret** (optional) | A secret key used to sign the payload for verification |
</Step>
@@ -202,21 +202,12 @@ Your webhook endpoint must meet these requirements:
| Requirement | Details |
| ----------- | ------- |
| **Protocol** | HTTP and HTTPS are accepted; use HTTPS in production |
| **Response** | Must return a `2xx` status code within 10 seconds |
| **Protocol** | HTTPS required (HTTP not allowed in production) |
| **Response** | Must return `2xx` status code within 30 seconds |
| **Method** | Must accept HTTP POST requests |
| **Content-Type** | Must accept `application/json` payloads |
| **Availability** | Must be publicly accessible from the internet |
<Callout type="warn">
Documenso performs a best-effort check that rejects webhook URLs which use or resolve to private
or loopback addresses. This is not a complete SSRF mitigation — it does not cover DNS rebinding
and fails open on DNS lookup errors or timeouts — so self-hosted deployments should still enforce
network-level egress rules. Self-hosters that need to deliver to a hostname resolving to a
private address can add that hostname to the comma-separated
`NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` environment variable.
</Callout>
<Callout type="info">
For local development, use a tunneling service like [ngrok](https://ngrok.com) or [localtunnel](https://localtunnel.me) to expose your local server.
</Callout>
@@ -229,18 +220,11 @@ When creating a webhook, you can subscribe to one or more events:
| ----- | ------- |
| `DOCUMENT_CREATED` | A new document is created |
| `DOCUMENT_SENT` | A document is sent to recipients |
| `DOCUMENT_OPENED` | A recipient opens the document for the first time |
| `DOCUMENT_OPENED` | A recipient opens the document |
| `DOCUMENT_SIGNED` | A recipient signs the document |
| `DOCUMENT_RECIPIENT_COMPLETED` | A recipient completes their required action |
| `DOCUMENT_COMPLETED` | All recipients have completed their actions |
| `DOCUMENT_COMPLETED` | All recipients have signed the document |
| `DOCUMENT_REJECTED` | A recipient rejects the document |
| `DOCUMENT_CANCELLED` | A pending document is explicitly cancelled or a document owner deletes it |
| `RECIPIENT_EXPIRED` | A recipient's signing deadline passes before they sign or reject |
| `DOCUMENT_REMINDER_SENT` | A reminder email is sent to a recipient |
| `TEMPLATE_CREATED` | A new template is created |
| `TEMPLATE_UPDATED` | A template is modified |
| `TEMPLATE_DELETED` | A template is deleted |
| `TEMPLATE_USED` | A document is created from a template |
| `DOCUMENT_CANCELLED` | The document owner cancels the document |
You can subscribe to all events or select specific ones based on your needs. For example, if you only need to know when documents are fully signed, subscribe only to `DOCUMENT_COMPLETED`.
@@ -328,17 +312,17 @@ Documenso will attempt to deliver the same payload again
## Retry Policy
A delivery fails when the endpoint returns a non-`2xx` response, the 10-second timeout expires, or the request fails. Redirects are not followed, so `3xx` responses also fail. Network and SSRF-blocked requests are recorded with response code `0`.
When a webhook delivery fails (non-2xx response or timeout), Documenso automatically retries with exponential backoff:
For self-hosted deployments, retries are handled by the background-job provider selected with `NEXT_PRIVATE_JOBS_PROVIDER`:
| Attempt | Delay |
| ------- | ----- |
| 1 | Immediate |
| 2 | 1 minute |
| 3 | 5 minutes |
| 4 | 30 minutes |
| 5 | 2 hours |
| Provider | Total attempts | Retry timing |
| -------- | -------------- | ------------ |
| Local (default) | 4 | Back-to-back, with no backoff |
| BullMQ | 3 | Exponential backoff starting at 1 second |
| Inngest | 5 | Inngest platform backoff |
Only the individual delivery (`WebhookCall`) record is marked as failed. Documenso does not automatically disable the webhook or apply a circuit breaker, so future matching events continue to be delivered. After automatic attempts are exhausted, you can manually resend a failed delivery from the dashboard.
After 5 failed attempts, the webhook is marked as failed and no further automatic retries occur. You can manually resend failed webhooks from the dashboard.
<Callout type="warn">
If your endpoint consistently fails, consider reviewing your server logs and ensuring your endpoint meets all [URL requirements](#webhook-url-requirements).
@@ -250,16 +250,9 @@ const validEvents = [
'DOCUMENT_SENT',
'DOCUMENT_OPENED',
'DOCUMENT_SIGNED',
'DOCUMENT_RECIPIENT_COMPLETED',
'DOCUMENT_COMPLETED',
'DOCUMENT_REJECTED',
'DOCUMENT_CANCELLED',
'DOCUMENT_REMINDER_SENT',
'RECIPIENT_EXPIRED',
'TEMPLATE_CREATED',
'TEMPLATE_UPDATED',
'TEMPLATE_DELETED',
'TEMPLATE_USED',
];
if (!validEvents.includes(event)) {
@@ -53,8 +53,8 @@ The Enterprise Edition is required when you:
- Document Action Reauthentication (Passkeys and 2FA)
- 21 CFR Part 11 Compliance
- Email Domains (custom sender addresses)
- Embed Editor
- Embed Editor White Label
- Embed Authoring
- Embed Authoring White Label
- Custom signing certificates
- Priority feature requests
@@ -76,8 +76,6 @@ The Enterprise Edition is required when you:
4. Restart your Documenso instance
5. Verify the license is active in the **Admin Panel** under the **Stats** section
See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
</Accordion>
</Accordions>
@@ -199,7 +197,7 @@ See [Support](/docs/policies/support) for complete support options.
1. Sign the Enterprise license agreement
2. Receive license key and access credentials
3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
4. Configure Enterprise features with support assistance
</Step>
<Step>
@@ -240,7 +238,6 @@ See [Support](/docs/policies/support) for complete support options.
## Related
- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
- [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
- [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
- [Support](/docs/policies/support) - Support channels and response times
+9 -17
View File
@@ -19,19 +19,16 @@ Use the limitless plans as much as you like. They are meant to offer a lot. Plea
### Do
- Use team or platform plans to run your workflows, even with significant volume, as long as it aligns with the plans intended purpose.
- Experiment and automate freely within the plan features.
- If volume grows beyond whats sustainable on your plan, well reach out to discuss an upgrade.
- Assume that extreme usage will lead to us contacting you. You can scale up—or scale back. Its about finding the right fit.
- Sign as many documents as you need with the individual plan for your single business or organisation
- Use the API and automation tools to automate your signing workflows
- Experiment with plans and integrations while testing what you want to build
### Don't
- Use an individual account's API to power a platform or product.
- Run a large company signing thousands of documents per day on a small team plan.
- Expect enterprise-level support on a fair support plan (i.e. business edition).
- Use a team plan to power an external platform or commercial product or platform beyond moderate testing.
- Expect a platform plan to support enterprise-level volumes indefinitely without a conversation.
- Dont expect the platform plan to cover enterprise-scale volume or support. If you reach that point, well reach out to guide you to the right fit.
- Dont overthink this if youre building something valuable, we want to see you succeed. If we need to talk, we will.
- Use an individual account API to power a platform or product
- Run a large company signing thousands of documents per day on a small team plan
- Expect enterprise-level support on a fair support plan
- Overthink this policy — if you are a paying customer, we want you to win
## Rate Limits
@@ -41,17 +38,12 @@ When a limit is reached, requests return a `429 Too Many Requests` response with
| Action | Limit | Window |
| --- | --- | --- |
| API requests (v1 and v2) | 1000 requests | 1 minute |
| API requests (v1 and v2) | 100 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.
@@ -8,7 +8,6 @@
"privacy",
"terms",
"security",
"verify-email",
"support"
]
}
@@ -1,68 +0,0 @@
---
title: Verifying Emails from Documenso
description: How to confirm that an email is genuinely from Documenso, and what to do if you receive a suspicious message.
---
import { Callout } from 'fumadocs-ui/components/callout';
## Check the Sender Domain
All email sent by Documenso originates from one of the following domains. If you receive an email claiming to be from Documenso and the sender address does not end in one of these domains, treat it as suspicious.
| Domain | Used for |
| ------------------------ | -------------------------------------------------------------- |
| `app.documenso.com` | Transactional email |
| `documensomail.com` | Transactional email |
| `documensoemail.com` | Transactional email |
| Custom domain | [Enterprise organisations](/docs/users/organisations/email-domains) using a custom email domain |
Typical sender addresses include:
- `noreply@app.documenso.com`
- `noreply@free.documensomail.com`
- `noreply@send.documensoemail.com`
<Callout type="warn">
A misspelling such as `documenso-email.com`, `documensoemaiI.com` (capital i instead of l), or any other variation is not a Documenso domain.
</Callout>
## Types of Email Documenso Sends
Documenso sends email only for the following purposes:
- **Account verification** — confirming your email address when you sign up or change it
- **Password reset** — a link to reset your password that you requested
- **Document invitations** — notifying you that a document has been shared with you to sign, approve, or view
- **Signing reminders** — follow-up reminders for pending document actions
- **Completed document notifications** — confirmation that all parties have signed a document
- **Team invitations** — inviting you to join an organisation or team
## What Documenso Will Never Do
- Ask for your password via email
- Send you an attachment and ask you to open it to verify your identity
- Ask you to confirm payment details or billing information over email
- Send unsolicited marketing emails if you have not opted in
## How to Tell If an Email Is Legitimate
1. **Check the sender address** — the domain must be `documenso.com` or `documensomail.com`
2. **Look at the link destination** — hover over any link before clicking; it should point to `app.documenso.com`
3. **Watch for urgency or threats** — legitimate Documenso emails do not threaten account suspension to pressure you into clicking a link immediately
4. **Verify the action yourself** — if in doubt, log in to [app.documenso.com](https://app.documenso.com) directly (not via the email link) and check whether the document or notification exists there
## Report a Suspicious Email
If you receive an email that appears to impersonate Documenso:
1. Do not click any links or download any attachments
2. Forward the email as an attachment to **support@documenso.com**
3. Delete the email from your inbox
You can also report phishing emails directly to your email provider using their built-in reporting tools.
## Related
- [Security Policy](/docs/policies/security) — Documenso's security practices and vulnerability disclosure process
- [Create an Account](/docs/users/getting-started/create-account) — What to expect during sign-up
- [Security Settings](/docs/users/settings/security) — Enable two-factor authentication and manage sessions
@@ -1,5 +1,5 @@
---
title: AI Recipient & Field Detection
title: AI Recipient & Field Detection (Self-hosting)
description: Configure Google Vertex AI so Documenso can detect recipients and fields automatically.
---
@@ -1,408 +0,0 @@
---
title: Document Conversion
description: Enable DOCX uploads on a self-hosted Documenso instance by running a Gotenberg sidecar that converts Word documents to PDF.
---
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';
## Overview
Documenso can accept `.docx` uploads in addition to PDFs. When a user uploads a Word document, the Documenso server sends it to a [Gotenberg](https://gotenberg.dev) service which uses LibreOffice to convert it to PDF. The converted PDF is what gets stored, signed, and downloaded. The original DOCX is discarded.
This feature is **opt-in for self-hosted instances**. When the conversion service is not configured, DOCX uploads are rejected in the UI and only PDFs are accepted.
| Property | Value |
| ----------------------- | -------------------------------------------------------------------- |
| Conversion engine | [Gotenberg](https://gotenberg.dev) + LibreOffice |
| Input format | `.docx` (Office Open XML Word documents) |
| Output format | PDF |
| Network requirement | Documenso must reach the Gotenberg HTTP API |
| Default request timeout | 30 seconds per file |
| Failure handling | An internal circuit breaker opens for 30 seconds after a failure |
<Callout type="info">
Only `.docx` is accepted. Legacy `.doc`, `.odt`, `.rtf`, and other LibreOffice-supported formats
are rejected at the upload step even when Gotenberg is configured.
</Callout>
---
## Requirements
- A running Gotenberg 8 instance with the LibreOffice module (`gotenberg/gotenberg:8-libreoffice` or newer).
- Network reachability from the Documenso container to the Gotenberg HTTP API.
- A version of Documenso that includes the document conversion feature.
## Build the Gotenberg Image
The upstream `gotenberg/gotenberg:8-libreoffice` image works out of the box, but it ships only **metric-compatible font substitutes** (Carlito for Calibri, Liberation for Arial/Times/Courier). Layout widths are preserved but documents will look noticeably different from Word.
For better fidelity, especially for non-Latin scripts, build a derived image that adds Microsoft Core Fonts and additional language fonts. The Documenso repository ships a reference Dockerfile at [`docker/development/Dockerfile.gotenberg`](https://github.com/documenso/documenso/blob/main/docker/development/Dockerfile.gotenberg) that you can use as a starting point:
```dockerfile
FROM gotenberg/gotenberg:8-libreoffice
USER root
RUN echo "deb http://deb.debian.org/debian trixie contrib non-free" \
> /etc/apt/sources.list.d/contrib.list \
&& echo "ttf-mscorefonts-installer msttcorefonts/accepted-mscorefonts-eula select true" \
| debconf-set-selections \
&& apt-get update -qq \
&& DEBIAN_FRONTEND=noninteractive apt-get install -y -qq --no-install-recommends \
ca-certificates \
ttf-mscorefonts-installer \
fonts-symbola \
fonts-noto-extra \
fonts-hosny-amiri \
fonts-thai-tlwg \
fonts-sil-padauk \
fonts-sarai \
fonts-samyak-taml \
culmus \
libfribidi0 \
libharfbuzz0b \
&& fc-cache -f \
&& rm -rf /var/lib/apt/lists/* /tmp/* /var/tmp/*
USER gotenberg
```
<Callout type="warn">
`ttf-mscorefonts-installer` accepts the Microsoft Core Fonts EULA on your behalf via debconf. By
installing this image you are agreeing to those licence terms. Review them before publishing the
image.
</Callout>
Build and publish the image to a registry you control:
```bash
docker build -t registry.example.com/documenso/gotenberg:8 \
-f Dockerfile.gotenberg .
docker push registry.example.com/documenso/gotenberg:8
```
If you do not need extra fonts, skip the build step entirely and reference `gotenberg/gotenberg:8-libreoffice` directly in the next section.
## Deploy the Service
The Gotenberg service should run **alongside** your Documenso container, not exposed to the public internet. The conversion service has no built-in authorisation beyond HTTP Basic auth, so it should sit on a private network or behind your existing reverse proxy.
<Tabs items={['Docker Compose', 'Kubernetes', 'External Instance']}>
<Tab value="Docker Compose">
Add a `gotenberg` service to the `compose.yml` you use for Documenso:
```yaml
services:
gotenberg:
image: registry.example.com/documenso/gotenberg:8
# Or use upstream directly:
# image: gotenberg/gotenberg:8-libreoffice
restart: unless-stopped
environment:
GOTENBERG_API_BASIC_AUTH_USERNAME: ${GOTENBERG_USERNAME}
GOTENBERG_API_BASIC_AUTH_PASSWORD: ${GOTENBERG_PASSWORD}
command:
- gotenberg
- --api-enable-basic-auth
- --libreoffice-deny-private-ips
- --api-timeout=500s
- --libreoffice-auto-start
- --libreoffice-start-timeout=300s
- --pdfengines-disable-routes
- --webhook-disable
healthcheck:
test: ['CMD', 'curl', '-fsS', 'http://localhost:3000/health']
interval: 10s
timeout: 5s
retries: 5
start_period: 20s
documenso:
# existing config
environment:
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL: http://gotenberg:3000
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME: ${GOTENBERG_USERNAME}
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD: ${GOTENBERG_PASSWORD}
depends_on:
gotenberg:
condition: service_healthy
```
Do **not** publish Gotenberg's port (`3000`) to the host. Documenso reaches it over the internal Docker network using the service name (`http://gotenberg:3000`).
</Tab>
<Tab value="Kubernetes">
Create a Deployment, Service, and Secret. Example manifests:
```yaml
apiVersion: v1
kind: Secret
metadata:
name: gotenberg-auth
namespace: documenso
stringData:
username: documenso
password: replace-me-with-a-strong-password
---
apiVersion: apps/v1
kind: Deployment
metadata:
name: gotenberg
namespace: documenso
spec:
replicas: 1
selector:
matchLabels: { app: gotenberg }
template:
metadata:
labels: { app: gotenberg }
spec:
containers:
- name: gotenberg
image: registry.example.com/documenso/gotenberg:8
args:
- gotenberg
- --api-enable-basic-auth
- --libreoffice-deny-private-ips
- --api-timeout=500s
- --libreoffice-auto-start
- --libreoffice-start-timeout=300s
- --pdfengines-disable-routes
- --webhook-disable
env:
- name: GOTENBERG_API_BASIC_AUTH_USERNAME
valueFrom: { secretKeyRef: { name: gotenberg-auth, key: username } }
- name: GOTENBERG_API_BASIC_AUTH_PASSWORD
valueFrom: { secretKeyRef: { name: gotenberg-auth, key: password } }
ports:
- containerPort: 3000
readinessProbe:
httpGet: { path: /health, port: 3000 }
livenessProbe:
httpGet: { path: /health, port: 3000 }
initialDelaySeconds: 30
---
apiVersion: v1
kind: Service
metadata:
name: gotenberg
namespace: documenso
spec:
selector: { app: gotenberg }
ports:
- port: 3000
targetPort: 3000
```
Then reference the in-cluster URL from Documenso's environment:
```
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL=http://gotenberg.documenso.svc.cluster.local:3000
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=replace-me-with-a-strong-password
```
</Tab>
<Tab value="External Instance">
Documenso does not have to colocate with Gotenberg. You can point it at any reachable Gotenberg deployment: a managed instance, a shared internal service, or a Gotenberg-compatible API.
```bash
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL=https://gotenberg.internal.example.com
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=replace-me-with-a-strong-password
```
The remote instance must:
- Expose the LibreOffice route `/forms/libreoffice/convert`.
- Be reachable from the Documenso container with low enough latency that the 30 second per-request timeout is comfortable.
- Be on a private network or require authentication. Uploaded documents are sent to it as multipart form data and may contain sensitive content.
</Tab>
</Tabs>
## Recommended Gotenberg Flags
The flags in the examples above are not arbitrary. Each one matters for a production deployment.
| Flag | Why it matters |
| --------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `--api-enable-basic-auth` | Requires HTTP Basic credentials on every API route. Without this, anyone with network access to the container can convert arbitrary documents. |
| `--libreoffice-deny-private-ips` | Rejects any outbound fetch LibreOffice tries to make to private, loopback, link-local, or cloud-metadata addresses while processing a document. Mitigates SSRF via malicious `.docx` files that embed `TargetMode="External"` references. Requires Gotenberg 8.32.0. |
| `--api-timeout=500s` | Server-side request ceiling. Documenso aborts at 30 s by default, so this is a safety net for very large documents. |
| `--libreoffice-auto-start` | Starts LibreOffice at container boot so the first request is not slow. |
| `--libreoffice-start-timeout=300s`| Allows LibreOffice up to 5 minutes to come up under load. |
| `--pdfengines-disable-routes` | Disables the PDF engines routes Documenso does not use. Shrinks the attack surface. |
| `--webhook-disable` | Disables webhook callbacks. Documenso uses synchronous requests only. |
## Configure Documenso
Set the following environment variables on the Documenso container and restart it.
### Required
| Variable | Description |
| ------------------------------------- | ---------------------------------------------------------------------- |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL`| Base URL of the Gotenberg service (e.g., `http://gotenberg:3000`). Leave unset to disable the feature. |
### Optional
| Variable | Default | Description |
| ------------------------------------------- | ------- | -------------------------------------------------------------------------------------------- |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME` | | HTTP Basic auth username. Set when Gotenberg runs with `--api-enable-basic-auth`. |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD` | | HTTP Basic auth password. Set together with the username. |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS`| `30000` | Per-request timeout in milliseconds. Increase for very large documents. |
<Callout type="info">
When `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` is set, the public flag
`NEXT_PUBLIC_DOCUMENT_CONVERSION_ENABLED` is derived automatically on server start. You do not
need to set it yourself, and setting it manually has no effect.
</Callout>
### Example `.env` Snippet
```bash
# Document conversion (DOCX -> PDF)
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL=http://gotenberg:3000
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=replace-me-with-a-strong-password
# NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS=60000
```
## Verify the Setup
{/* prettier-ignore */}
<Steps>
<Step>
### Restart the Documenso container
Restart so the new environment variables are picked up.
</Step>
<Step>
### Confirm Gotenberg is healthy
From a shell inside the Documenso container or another container on the same network:
```bash
curl -fsS http://gotenberg:3000/health
```
The endpoint is exempt from basic auth and should return `200 OK`.
</Step>
<Step>
### Upload a test DOCX
In the Documenso web UI, open **Documents** and try uploading a small `.docx` file. The upload dropzone should accept it, and after a few seconds the editor should open with the converted PDF.
</Step>
<Step>
### Check the server logs
Successful conversions log a `document_conversion_attempt` event with `result: "success"`, the duration, and the file size. Failures log the same event with `result: "error"` and an error code (`CONVERSION_SERVICE_UNAVAILABLE`, `CONVERSION_FAILED`, or `UNSUPPORTED_FILE_TYPE`).
</Step>
</Steps>
## Security Considerations
- **Treat the conversion service as untrusted internal infrastructure.** Documents pass through Gotenberg in plain form. Run it on a private network and require HTTP Basic auth.
- **Run with `--libreoffice-deny-private-ips`.** Without this flag, a malicious `.docx` can trigger LibreOffice to fetch URLs from your internal network (SSRF).
- **Disable unused routes.** `--pdfengines-disable-routes` and `--webhook-disable` reduce attack surface. Documenso only uses the LibreOffice convert route.
- **Do not expose Gotenberg to the public internet.** Even with basic auth, this is a document-processing service with a non-trivial CPU and memory footprint; exposing it invites abuse.
- **Rotate credentials.** Rotating the basic auth secret is a config change in both Gotenberg and Documenso, followed by a restart of each.
## Resource Sizing
Conversion is CPU- and memory-bound on LibreOffice. As a starting point:
| Workload | Suggested resources |
| ----------------------------- | ------------------------------------ |
| Light (a few DOCX per minute) | 1 vCPU, 1 GB RAM |
| Moderate (sustained uploads) | 2 vCPU, 2 GB RAM |
| Heavy / multi-tenant | Horizontally scale Gotenberg replicas behind a load balancer |
Gotenberg is stateless. Each container handles one or more concurrent requests independently. Scale horizontally rather than vertically once a single replica is saturated.
## Troubleshooting
<Accordions type="multiple">
<Accordion title="DOCX uploads are rejected with 'Only PDF and DOCX files are allowed'">
The Documenso server does not see `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL`. Check the value is set
on the running container (`docker exec documenso printenv | grep DOCUMENT_CONVERSION`) and
restart after changing it.
</Accordion>
<Accordion title="Uploads fail with 'Document conversion service is currently unavailable'">
Documenso could not reach Gotenberg. Verify:
- The URL in `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` is resolvable from the Documenso container
(use the Docker service name or in-cluster DNS, not `localhost`).
- Gotenberg's `/health` endpoint returns `200`.
- Basic auth credentials match between the two services.
After repeated failures, an internal circuit breaker opens for 30 seconds. Subsequent uploads
will fail fast during that window; this is intentional and self-recovers.
</Accordion>
<Accordion title="Uploads fail with 'Failed to convert document to PDF'">
Gotenberg was reachable but returned a non-2xx response. Check the Gotenberg container logs:
```bash
docker compose logs -f gotenberg
```
Common causes: corrupted `.docx` file, exotic embedded objects LibreOffice cannot render, or a
file that genuinely exceeded the conversion timeout. Increase
`NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS` for very large documents.
</Accordion>
<Accordion title="Converted PDFs look different from the Word document">
LibreOffice is not byte-identical to Microsoft Word. Layout, font metrics, and complex elements
(Charts, SmartArt, ActiveX controls) may differ. To improve fidelity:
- Use the custom Dockerfile in this guide to install Microsoft Core Fonts and additional
language fonts.
- Make sure any custom fonts referenced by your documents are installed in the Gotenberg image.
- For pixel-perfect output, ask users to export to PDF from Word before uploading.
</Accordion>
<Accordion title="Form controls in the DOCX appear blank or missing">
Documenso disables Gotenberg's `exportFormFields` flag during conversion. Word content controls
(`<w:sdt>`) become static graphics in the output PDF, which prevents Documenso's later
flattening step from making them invisible. This is intentional. Use Documenso fields
(signature, text, date, etc.) for anything that needs to be filled in by signers.
</Accordion>
<Accordion title="Conversion is slow on the first request">
LibreOffice starts lazily by default. Pass `--libreoffice-auto-start` to Gotenberg so it warms
up at container boot. Allow up to a minute on first start before considering the service
unhealthy.
</Accordion>
<Accordion title="The circuit breaker keeps opening">
Repeated failures open an in-process circuit breaker for 30 seconds. If you see this in
production, the underlying problem is the Gotenberg service. Check its logs, resource usage,
and connectivity. The breaker is per-process and resets on restart.
</Accordion>
</Accordions>
---
## See Also
- [Upload Documents (User Guide)](/docs/users/documents/upload) - End-user view of DOCX uploads
- [Environment Variables](/docs/self-hosting/configuration/environment) - Full configuration reference
- [Docker Compose Deployment](/docs/self-hosting/deployment/docker-compose) - Compose-based deployment patterns
- [Gotenberg Documentation](https://gotenberg.dev/docs/getting-started/introduction) - Upstream Gotenberg docs
@@ -1,6 +1,6 @@
---
title: Advanced
description: Optional configuration for OAuth providers, AI features, document conversion, and other advanced settings.
description: Optional configuration for OAuth providers, AI features, and other advanced settings.
---
<Cards>
@@ -14,9 +14,4 @@ description: Optional configuration for OAuth providers, AI features, document c
description="Enable AI-powered recipient and field detection."
href="/docs/self-hosting/configuration/advanced/ai-features"
/>
<Card
title="Document Conversion"
description="Accept DOCX uploads by running a Gotenberg sidecar that converts Word documents to PDF."
href="/docs/self-hosting/configuration/advanced/document-conversion"
/>
</Cards>
@@ -1,4 +1,4 @@
{
"title": "Advanced",
"pages": ["oauth-providers", "document-conversion", "ai-features"]
"pages": ["oauth-providers", "ai-features"]
}
@@ -1,187 +0,0 @@
---
title: Background Jobs
description: Configure how Documenso processes background tasks like email delivery, document processing, and webhook dispatch.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Overview
Documenso processes background jobs for email delivery, document sealing, webhook dispatch, and scheduled maintenance tasks. Three providers are available:
| Provider | Backend | Best For | Infrastructure |
| -------- | ---------- | ----------------------------------------------- | -------------- |
| Inngest | Managed | Production with zero ops overhead | None |
| BullMQ | Redis | Self-hosted production with full control | Redis |
| Local | PostgreSQL | Development and small self-hosted deployments | None |
Select a provider with the `NEXT_PRIVATE_JOBS_PROVIDER` environment variable:
```bash
NEXT_PRIVATE_JOBS_PROVIDER=inngest # or bullmq, local
```
<Callout type="info">
The default provider is `local`. It requires no additional infrastructure and works well for development and small deployments, but is not recommended for production workloads.
</Callout>
---
## Inngest (Recommended)
[Inngest](https://www.inngest.com/) is a managed background job service. It handles scheduling, retries, concurrency, and observability without any infrastructure to manage. This is the recommended provider for production deployments.
### Setup
{/* prettier-ignore */}
1. Create an account at [inngest.com](https://www.inngest.com/)
2. Create an app and obtain your event key and signing key
3. Configure the environment variables:
```bash
NEXT_PRIVATE_JOBS_PROVIDER=inngest
NEXT_PRIVATE_INNGEST_EVENT_KEY=your-event-key
INNGEST_SIGNING_KEY=your-signing-key
```
### Environment Variables
| Variable | Description | Required |
| -------------------------------- | -------------------------------------------- | -------- |
| `NEXT_PRIVATE_INNGEST_EVENT_KEY` | Inngest event key | Yes |
| `INNGEST_EVENT_KEY` | Alternative Inngest event key | No |
| `INNGEST_SIGNING_KEY` | Inngest signing key for webhook verification | Yes |
| `NEXT_PRIVATE_INNGEST_APP_ID` | Custom Inngest app ID | No |
### Advantages
- No infrastructure to manage
- Built-in monitoring dashboard
- Automatic retries with backoff
- Cron scheduling handled externally
- Scales automatically
---
## BullMQ
[BullMQ](https://docs.bullmq.io/) is a Redis-backed job queue that runs inside the Documenso process. It provides higher throughput than the local provider, configurable concurrency, and a built-in dashboard for monitoring jobs.
### Requirements
- **Redis 6.2+** - any Redis-compatible service works (Redis, KeyDB, Dragonfly, AWS ElastiCache, Upstash, etc.)
### Setup
```bash
NEXT_PRIVATE_JOBS_PROVIDER=bullmq
NEXT_PRIVATE_REDIS_URL=redis://localhost:6379
```
### Environment Variables
| Variable | Description | Default |
| ---------------------------------- | -------------------------------------------------------------------------- | ----------- |
| `NEXT_PRIVATE_REDIS_URL` | Redis connection URL | _(required)_ |
| `NEXT_PRIVATE_REDIS_PREFIX` | Key prefix for Redis queues (useful when sharing an instance) | `documenso` |
| `NEXT_PRIVATE_BULLMQ_CONCURRENCY` | Number of concurrent jobs to process | `10` |
### Dashboard
BullMQ includes a job monitoring dashboard at `/api/jobs/board`. In production, only admin users can access the dashboard. In development, it is open to all users.
The dashboard provides visibility into queued, active, completed, and failed jobs.
### Docker Compose with Redis
If you're using Docker Compose, add a Redis service:
```yaml
services:
redis:
image: redis:8-alpine
ports:
- '6379:6379'
volumes:
- redis_data:/data
volumes:
redis_data:
```
Then set `NEXT_PRIVATE_REDIS_URL=redis://redis:6379` in your Documenso environment.
### Advantages
- Self-hosted with no external service dependencies beyond Redis
- Configurable concurrency
- Built-in job monitoring dashboard
- Reliable retries with exponential backoff
- Queue namespacing for shared Redis instances
---
## Local
The local provider uses your PostgreSQL database as a job queue. Jobs are stored in the `BackgroundJob` table and processed via internal HTTP requests that Documenso sends to itself.
### Setup
No configuration required. The local provider is the default when `NEXT_PRIVATE_JOBS_PROVIDER` is unset or set to `local`.
```bash
# Optional - this is the default
NEXT_PRIVATE_JOBS_PROVIDER=local
```
### Internal URL
Background jobs in the local provider work by Documenso sending HTTP requests to itself. If your reverse proxy or network setup causes issues with the app reaching its own public URL, set the internal URL:
```bash
NEXT_PRIVATE_INTERNAL_WEBAPP_URL=http://localhost:3000
```
This tells the job system to use the internal address instead of `NEXT_PUBLIC_WEBAPP_URL` for self-requests.
<Callout type="warn">
The local provider is suitable for development and small deployments. For production workloads, use Inngest or BullMQ.
</Callout>
### Limitations
- No concurrency control - jobs are processed one at a time per request cycle
- No built-in monitoring
- Depends on the application being able to reach itself over HTTP
- Not suitable for high-throughput workloads
---
## Choosing a Provider
<Tabs items={['Managed hosting', 'Self-hosted production', 'Development']}>
<Tab value="Managed hosting">
Use **Inngest**. Zero infrastructure, automatic scaling, and built-in observability. The simplest path to reliable background jobs in production.
</Tab>
<Tab value="Self-hosted production">
Use **BullMQ**. Add a Redis instance to your infrastructure and get reliable job processing with a monitoring dashboard. Good fit if you already run Redis or want to keep everything self-hosted.
</Tab>
<Tab value="Development">
Use **Local** (the default). No additional setup required. Works out of the box with just PostgreSQL.
</Tab>
</Tabs>
---
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
- [Requirements](/docs/self-hosting/getting-started/requirements) - Infrastructure requirements
- [Docker Compose](/docs/self-hosting/deployment/docker-compose) - Deploy with Docker Compose
@@ -278,9 +278,7 @@ Test your email configuration by creating an account or resetting a password. Th
### Using a Test SMTP Server
For development or testing, use a local SMTP server like [Inbucket](https://www.inbucket.org/), [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog). The default development setup (`docker/development/compose.yml`) already runs Inbucket, with its web UI on port 9000 and SMTP on port 2500.
To run one standalone instead:
For development or testing, use a local SMTP server like [Mailhog](https://github.com/mailhog/MailHog) or [Mailpit](https://github.com/axllent/mailpit):
```bash
# Using Docker
@@ -86,21 +86,6 @@ Callback URL: `https://<your-domain>/api/auth/callback/microsoft`
| `NEXT_PRIVATE_OIDC_SKIP_VERIFY` | `false` | Skip email verification for OIDC accounts |
| `NEXT_PRIVATE_OIDC_PROMPT` | `login` | OIDC prompt parameter. Set to empty string to omit |
### Webhooks
| Variable | Default | Description |
| --------------------------------------- | ------- | ------------------------------------------------------------------------ |
| `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` | - | Comma-separated hostnames or IPs allowed to resolve to private addresses |
Before delivering a webhook, Documenso checks whether the target resolves to a
private or loopback address and blocks it if so. This check is best-effort and
fails open. Use `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` to allow specific
internal hosts, for example when delivering to a service on your own network:
```bash
NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS="hooks.internal.example,10.0.0.5"
```
---
## Email Configuration
@@ -201,9 +186,9 @@ Documenso requires a certificate to digitally sign documents.
### Transport Selection
| Variable | Description | Default |
| -------------------------------- | ------------------------------------------------- | ------- |
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Signing backend: `local`, `gcloud-hsm`, or `csc` | `local` |
| Variable | Description | Default |
| -------------------------------- | ---------------------------------------- | ------- |
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Signing backend: `local` or `gcloud-hsm` | `local` |
### Local Signing
@@ -225,36 +210,11 @@ Documenso requires a certificate to digitally sign documents.
| `NEXT_PRIVATE_SIGNING_GCLOUD_HSM_CERT_CHAIN_CONTENTS` | Base64-encoded certificate chain |
| `NEXT_PRIVATE_SIGNING_GCLOUD_HSM_SECRET_MANAGER_CERT_PATH` | Google Secret Manager path for certificate retrieval |
### Cloud Signature Consortium (CSC)
Routes signing through a third-party Trust Service Provider for Advanced and Qualified Electronic Signatures (AES/QES). Instance-wide; set `NEXT_PRIVATE_SIGNING_TRANSPORT=csc` to enable. See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup walkthrough.
CSC mode requires an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Without a valid license, the instance will refuse to start in `csc` mode.
| Variable | Description | Default |
| ---------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- | ------- |
| `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL` | Base URL of the CSC provider's API | |
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID` | OAuth client ID registered with the CSC provider | |
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET` | OAuth client secret registered with the CSC provider | |
| `NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL` | Default legal tier for new envelopes when the caller doesn't specify one. `AES` or `QES`. Explicit requests pass through. | `AES` |
The OAuth callback URL registered with the CSC provider is fixed at `${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback` — register this exact URL with the TSP.
#### Derived Public Variables
The following client-visible variable is **derived automatically** from the private transport at server startup. Do not set it manually — any value set in the environment is overwritten on boot.
| Variable | Derived from | Value |
| ------------------------------------- | -------------------------------------------------- | ------------------------------------------------- |
| `NEXT_PUBLIC_SIGNING_TRANSPORT_IS_CSC` | `NEXT_PRIVATE_SIGNING_TRANSPORT === 'csc'` | `'true'` when CSC mode is active, else `'false'` |
The authoring UI uses this flag to gate features that AES/QES envelopes cannot support (parallel signing, assistant role, dictate next signer). Deriving it from the private transport prevents the client-side flag from drifting from the real server-side configuration.
### Signature Options
| Variable | Description | Default |
| ------------------------------------------- | ----------------------------------------------------------- | ---------- |
| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` | Comma-separated timestamp authority URLs for LTV signatures. Optional for `local` / `gcloud-hsm` (signatures omit the timestamp when unset). **Required** when `NEXT_PRIVATE_SIGNING_TRANSPORT=csc` — the instance refuses to start without it. See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes#timestamp-authority-resolution). | |
| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` | Comma-separated timestamp authority URLs for LTV signatures | |
| `NEXT_PUBLIC_SIGNING_CONTACT_INFO` | Contact info embedded in PDF signatures | Webapp URL |
| `NEXT_PRIVATE_USE_LEGACY_SIGNING_SUBFILTER` | Use `adbe.pkcs7.detached` instead of `ETSI.CAdES.detached` | `false` |
@@ -264,88 +224,11 @@ For detailed certificate setup, see [Signing Certificate](/docs/self-hosting/con
## Feature Flags
| Variable | Description | Default |
| -------------------------------------------- | ----------------------------------------------------------------------------------- | ------- |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Master switch. Disable all signup methods application-wide | `false` |
| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP` | Disable email/password signup only. SSO signup is unaffected | `false` |
| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP` | Block new accounts via Google. Existing Google-linked users can still sign in | `false` |
| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP` | Block new accounts via Microsoft. Existing linked users can still sign in | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP` | Block new accounts via OIDC, including the organisation portal | `false` |
| `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of email domains allowed to sign up (e.g., `example.com,acme.org`) | |
| `NEXT_PUBLIC_DISABLE_SIGNIN` | Master switch. Disable all signin methods application-wide | `false` |
| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin. Also closes `/forgot-password` and `/reset-password` | `false` |
| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN` | Hide the Google signin button | `false` |
| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN` | Hide the Microsoft signin button | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN` | Hide the OIDC signin button | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT` | Disable the automatic `/signin` redirect when OIDC is the only enabled transport | `false` |
| `NEXT_PUBLIC_POSTHOG_KEY` | PostHog API key for analytics and feature flags | |
| `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features | `false` |
### Signup Restrictions
You can control who is allowed to create accounts on your instance with the following environment variables:
- **`NEXT_PUBLIC_DISABLE_SIGNUP`** (master switch): Set to `true` to block all new signups across every method (email/password, Google, Microsoft, OIDC). When set, this also blocks new-account creation through the organisation OIDC authentication portal.
- **`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP`**: Set to `true` to disable email/password signup only. SSO signup is still allowed.
- **`NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP`**, **`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`**, **`NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`**: Set to `true` to block brand-new account creation through the matching SSO provider. Existing users with the provider already linked can still sign in, and existing users can still link the provider to their account. `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP` also blocks new-account creation through the organisation authentication portal.
- **`NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`**: Restrict signups to specific email domains. When set, only users whose email address matches one of the listed domains can create an account. Leave empty to allow all domains.
Sign-in for existing users is never affected, only the creation of brand-new accounts.
Both the master switch and the domain allowlist apply to email/password registration and OAuth (Google, Microsoft, OIDC). If a user attempts to sign up via OAuth with a disallowed domain, they are redirected to the sign-in page with an error.
When both the master switch and the domain allowlist are set, the master switch takes precedence. Signups are blocked regardless of the domain list.
```bash
# Allow signups only from specific domains
NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
# Allow OIDC signup only; block email/password, Google, Microsoft
NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP="true"
NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP="true"
NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
# Or disable signups entirely
NEXT_PUBLIC_DISABLE_SIGNUP="true"
```
### Sign-in Restrictions
You can control which methods are available for users to sign in with the following environment variables:
- **`NEXT_PUBLIC_DISABLE_SIGNIN`** (master switch): Set to `true` to block all signin methods (email/password, Google, Microsoft, OIDC). Hides every signin entry point on `/signin` and rejects email/password signin server-side with a `SIGNIN_DISABLED` error.
- **`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`**: Set to `true` to disable email/password signin only. The email/password form is hidden, the `/forgot-password` and `/reset-password` pages redirect to `/signin`, and the corresponding server endpoints reject requests. SSO signin is unaffected.
- **`NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`**: Set to `true` to hide the matching SSO button on the signin page. Useful when an SSO provider is kept configured for account linking but not advertised as a signin entry point.
These flags are opt-in: when none are set, signin behaviour is unchanged from a stock Documenso instance.
```bash
# Allow only OIDC signin (e.g. enterprise SSO-only)
NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
# Or disable signin entirely
NEXT_PUBLIC_DISABLE_SIGNIN="true"
```
### OIDC Auto-redirect
When OIDC is the only enabled signin transport on your instance, `/signin` automatically redirects users straight to the OIDC provider instead of showing the signin form. The page renders a spinner while the redirect happens. No extra configuration is required — disabling every other signin method is enough to trigger it.
- **`NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`**: Set to `true` to opt out of the automatic redirect and keep rendering the signin page even when OIDC is the only enabled transport.
The redirect only triggers when OIDC is configured and email/password, Google, and Microsoft signin are all disabled. If any other transport remains enabled, the signin form is shown as normal.
```bash
# OIDC-only signin: disabling all other methods auto-redirects to the provider
NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
# Opt out of the auto-redirect while still OIDC-only
# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
```
| Variable | Description | Default |
| ------------------------------------- | ----------------------------------------------- | ------- |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Disable public user registration | `false` |
| `NEXT_PUBLIC_POSTHOG_KEY` | PostHog API key for analytics and feature flags | |
| `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features | `false` |
---
@@ -363,59 +246,22 @@ AI features must also be enabled in organisation/team settings after configurati
---
## Document Conversion
Documenso can accept `.docx` uploads by sending them to a [Gotenberg](https://gotenberg.dev) service that converts them to PDF. When `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` is unset, DOCX uploads are rejected and only PDFs are accepted.
| Variable | Description | Default |
| --------------------------------------------- | ------------------------------------------------------------------------------------------------- | ------- |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` | Base URL of the Gotenberg service (e.g., `http://gotenberg:3000`). Unset disables the feature. | |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME` | HTTP Basic auth username. Required when Gotenberg runs with `--api-enable-basic-auth`. | |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD` | HTTP Basic auth password. Set together with the username. | |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS` | Per-request timeout in milliseconds. Increase for very large documents. | `30000` |
The public flag `NEXT_PUBLIC_DOCUMENT_CONVERSION_ENABLED` is derived automatically from `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` on server start. Do not set it manually.
For setup, image-build instructions, and security recommendations, see [Document Conversion](/docs/self-hosting/configuration/advanced/document-conversion).
---
## Background Jobs
Documenso supports multiple background job providers for processing emails, documents, webhooks, and scheduled tasks.
Documenso uses a PostgreSQL-based job queue by default. Jobs (email delivery, document processing, webhook dispatch) are stored in the `BackgroundJob` table and processed via internal HTTP requests. No external queue service like Redis is required.
### Provider Selection
| Variable | Description | Default |
| ---------------------------- | ------------------------------------------------------------------------------ | ------- |
| `NEXT_PRIVATE_JOBS_PROVIDER` | Jobs provider: `local` (PostgreSQL-based queue) or `inngest` (managed service) | `local` |
| Variable | Description | Default |
| ---------------------------- | -------------------------------------------------------------------------------------- | ------- |
| `NEXT_PRIVATE_JOBS_PROVIDER` | Jobs provider: `local` (PostgreSQL), `bullmq` (Redis), or `inngest` (managed service) | `local` |
### Inngest Configuration
### Local (local)
No additional configuration required. Jobs are stored in PostgreSQL and processed via internal HTTP requests.
| Variable | Description | Default |
| ---------------------------------- | ------------------------------------------------------------ | -------------------------------- |
| `NEXT_PRIVATE_INTERNAL_WEBAPP_URL` | Internal URL for the app to send job requests to itself | Same as `NEXT_PUBLIC_WEBAPP_URL` |
### BullMQ (bullmq)
| Variable | Required | Description | Default |
| ---------------------------------- | -------- | ------------------------------------------------------------- | ----------- |
| `NEXT_PRIVATE_REDIS_URL` | Yes | Redis connection URL (e.g., `redis://localhost:6379`) | |
| `NEXT_PRIVATE_REDIS_PREFIX` | No | Key prefix for Redis queues (useful when sharing an instance) | `documenso` |
| `NEXT_PRIVATE_BULLMQ_CONCURRENCY` | No | Number of concurrent jobs to process | `10` |
### Inngest (inngest)
| Variable | Required | Description |
| -------------------------------- | -------- | -------------------------------------------- |
| `NEXT_PRIVATE_INNGEST_EVENT_KEY` | Yes | Inngest event key |
| `INNGEST_EVENT_KEY` | No | Alternative Inngest event key |
| `INNGEST_SIGNING_KEY` | Yes | Inngest signing key for webhook verification |
| `NEXT_PRIVATE_INNGEST_APP_ID` | No | Custom Inngest app ID |
For setup guides and provider recommendations, see [Background Jobs](/docs/self-hosting/configuration/background-jobs).
| Variable | Description |
| -------------------------------- | -------------------------------------------- |
| `NEXT_PRIVATE_INNGEST_EVENT_KEY` | Inngest event key |
| `INNGEST_EVENT_KEY` | Alternative Inngest event key |
| `INNGEST_SIGNING_KEY` | Inngest signing key for webhook verification |
| `NEXT_PRIVATE_INNGEST_APP_ID` | Custom Inngest app ID |
---
@@ -443,11 +289,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
## Enterprise Features
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed authoring, and 21 CFR Part 11 compliance.
| Variable | Description |
| ------------------------------------ | ------------------------------------------------ |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features |
| `NEXT_PRIVATE_STRIPE_API_KEY` | Stripe API key for billing |
| `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret |
| `NEXT_PRIVATE_SES_ACCESS_KEY_ID` | AWS SES access key for email domain verification |
@@ -482,24 +328,6 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS="noreply@example.com"
# Signing (certificate must be configured)
NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
# Signup restrictions (optional)
# NEXT_PUBLIC_DISABLE_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_OIDC_SIGNUP="true"
# NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
# Sign-in restrictions (optional)
# NEXT_PUBLIC_DISABLE_SIGNIN="true"
# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN="true"
# Opt out of the automatic OIDC redirect when OIDC is the only enabled transport (optional)
# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
```
---
@@ -510,5 +338,4 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
- [Email Configuration](/docs/self-hosting/configuration/email) - Configure email delivery
- [Storage Configuration](/docs/self-hosting/configuration/storage) - Set up S3 storage
- [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) - Configure document signing
- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Set per-organisation document, email, and API limits from the admin panel
- [Troubleshooting](/docs/self-hosting/maintenance/troubleshooting) - Common configuration issues
@@ -29,11 +29,6 @@ description: Configure your self-hosted Documenso instance with environment vari
description="Digital signature certificate setup."
href="/docs/self-hosting/configuration/signing-certificate"
/>
<Card
title="Organisation Limits"
description="Set per-organisation document, email, and API limits via the admin panel."
href="/docs/self-hosting/configuration/organisation-limits"
/>
</Cards>
## Required Configuration
@@ -1,107 +0,0 @@
---
title: Apply Your License Key
description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
<Callout type="info">
The license key applies to your **whole instance**, not an individual user account. There's one
key per deployment.
</Callout>
## Prerequisites
- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
- A running self-hosted Documenso instance that you're able to restart
## Step 1: Set the environment variable
Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
<Tabs items={['Docker Compose', 'docker run', '.env']}>
<Tab value="Docker Compose">
Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
Then apply it:
```bash
docker compose up -d
```
</Tab>
<Tab value="docker run">
```bash
docker run -d \
--name documenso \
-e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
documenso/documenso:latest
```
</Tab>
<Tab value=".env">
If you're running Documenso directly (not in a container), add the variable to your `.env` file:
```bash
NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
```
</Tab>
</Tabs>
## Step 2: Restart the instance
The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
```bash
# Docker Compose
docker compose restart documenso
# Docker
docker restart documenso
```
On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
## What the license enables
A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
## Troubleshooting
<Accordions type="multiple">
<Accordion title="Enterprise features are still unavailable after applying the key">
- Confirm the key is present in the environment the running process actually reads — `docker
exec` into the container and check `env | grep LICENSE` if unsure.
- Confirm the instance was fully restarted after the variable was set, not just reloaded.
- Re-copy the key to rule out truncation or accidental whitespace.
</Accordion>
<Accordion title="A specific feature still isn't working">
Instance-wide features (like CSC signing) also need their own configuration — an active license
alone isn't enough. Check that feature's guide to confirm the required settings are in place.
Per-organisation features additionally need to be provisioned for the organisation that's using
them.
</Accordion>
</Accordions>
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing
@@ -2,14 +2,11 @@
"title": "Configuration",
"pages": [
"environment",
"license",
"database",
"email",
"storage",
"background-jobs",
"signing-certificate",
"telemetry",
"organisation-limits",
"advanced"
]
}
@@ -1,111 +0,0 @@
---
title: Organisation Limits
description: View and set per-organisation document, email, and API limits on a self-hosted Documenso instance using the admin panel's subscription claims.
---
import { Callout } from 'fumadocs-ui/components/callout';
Per-organisation limits — document, email, and API usage, plus feature toggles and team/member caps — are controlled by **subscription claims**. You configure them in the admin panel, not through environment variables.
There are three distinct kinds of limit:
| Limit | Caps | Admin-settable |
| ---------------------- | ------------------------------------------------- | ----------------------- |
| 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 (1000/min, hardcoded) | No — see [Limitations](#limitations) |
## Prerequisites
- A running self-hosted Documenso instance.
- An account with the **`ADMIN`** role — an account-level role, separate from organisation and team roles. New accounts are created with the `USER` role only. Grant the first admin by adding `ADMIN` to that user's `roles` directly in the database; after that, an existing admin can grant the role to others under **Admin Panel > Users > _(user)_ > Roles > Update user**.
Open the admin panel at `/admin`. The sidebar sections used below are **Claims**, **Organisations**, and **Organisation Stats**.
## Viewing usage
**One organisation:** open **Admin Panel > Organisations** and select it. The **Organisation usage** section shows the current period's document, email, and API usage against its quotas.
**All organisations:** open **Admin Panel > Organisation Stats** to sort and filter monthly usage. Filter by **claim** and by **period** (a UTC calendar month, shown as `YYYY-MM`), and switch between **Show usage**, **Show usage with quotas**, and **Show daily averages**.
<Callout type="warn">
Usage counts **attempts**, not only successful actions. A request that exceeds a quota is still counted before it is rejected, so displayed usage can read higher than the number of actions that succeeded.
</Callout>
## Subscription claims
A subscription claim is a named bundle of limits and feature flags (for example `Free`, `Individual`, `Teams`, `Platform`, or `Enterprise`). Claims are **templates**: when an organisation is created it receives a private copy of its claim and reads from that copy afterwards. Editing a claim template therefore affects organisations created later, not existing ones — to change an existing organisation, [edit it directly](#change-limits-for-one-organisation).
### Claim fields
Under **Admin Panel > Claims** (`/admin/claims`), each claim has:
| Field | Controls |
| ----------------------- | --------------------------------------------------------------------------------- |
| **Name** | The claim's display name. |
| **Team Count** | Teams allowed. `0` = unlimited. |
| **Member Count** | Members allowed. `0` = unlimited. |
| **Envelope Item Count** | Uploaded files allowed per envelope. Minimum `1`. |
| **Recipient Count** | Recipients allowed per document. `0` = unlimited. |
| **Feature Flags** | Feature toggles (see [Feature flags](#feature-flags)). |
| **Limits** | Monthly quota and rate-limit windows for Documents, Emails, and API. |
| **Email transport** | Transport the claim uses. *Default (system mailer)* uses the instance default. |
### Quotas and rate limits
The **Limits** section has a column for **Documents**, **Emails**, and **API**, each with two controls:
- **Monthly quota** — how many of that resource are allowed per calendar month. An **empty** field is unlimited; **`0`** blocks the resource entirely.
- **Rate limit windows** — optional short-window caps, each a duration and a maximum. A window is a number and a unit (`s`, `m`, `h`, `d`), such as `5m`, `1h`, or `24h`, and must be unique within the resource.
<Callout type="warn">
Quotas and counts use opposite conventions for "unlimited": an **empty** quota is unlimited (and `0` blocks the resource), whereas `0` in the **Team**, **Member**, and **Recipient Count** fields means unlimited.
</Callout>
### Feature flags
The **Feature Flags** section toggles capabilities such as Unlimited documents, Branding, Hide Documenso branding, Email domains, Embed authoring, Embed signing, White label for embed authoring/signing, 21 CFR, HIPAA, Authentication portal, Allow Legacy Envelopes, Signing reminders, QES signing, and Disable emails.
Some flags are Enterprise features. If your license does not include one, it is marked and cannot be enabled (you can still turn it off). See [Enterprise Edition](/docs/policies/enterprise-edition).
### Create or edit a claim template
1. Go to **Admin Panel > Claims**.
2. Select **New claim**, or select an existing claim to edit it.
3. Set the counts, feature flags, and the **Limits** section.
4. Save. Changes apply to organisations created afterwards, not existing ones.
### Change limits for one organisation
To change limits for an existing organisation, edit it directly rather than its claim template.
1. Go to **Admin Panel > Organisations** and open the organisation.
2. Adjust its quota, rate-limit, feature-flag, or email-transport fields.
3. Save. Changes take effect immediately.
The organisation also shows the **Inherited subscription claim** it was created from.
## Usage reset
Monthly quota usage is keyed to the **UTC calendar month**. There is no scheduled reset job — when the month rolls over, the new period's counter starts at `0`.
## Limitations
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
| Symptom | Cause and fix |
| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
| An organisation hit its limit unexpectedly | Usage counts rejected over-quota attempts. Compare usage against the quota under **Organisation Stats > Show usage with quotas**. |
| A resource is blocked entirely, not just capped | The **Monthly quota** is `0`, which blocks the resource. Leave it empty for unlimited. |
| Emails are not sending for an organisation | Check whether the **Disable emails** flag is enabled on the organisation's claim — it blocks all emails regardless of quota. |
| A claim template edit had no effect | Template edits are not retroactive. Edit the organisation directly under **Admin Panel > Organisations**. |
---
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - All configuration options
- [Rate Limits](/docs/developers/api/rate-limits) - The global HTTP API rate limit (separate from claims)
- [Enterprise Edition](/docs/policies/enterprise-edition) - Features unlocked by license flags
@@ -1,213 +0,0 @@
---
title: CSC (AES / QES)
description: Configure Cloud Signature Consortium signing for Advanced and Qualified Electronic Signatures via a third-party Trust Service Provider.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
The `csc` signing transport routes signatures through a third-party Trust Service Provider (TSP) using the [Cloud Signature Consortium API v1.0.4.0](https://cloudsignatureconsortium.org/). Each recipient authenticates directly with the TSP (Strong Customer Authentication) and the TSP returns a per-recipient signature bound to the document hash. Documenso assembles the resulting PAdES signature inside the PDF.
This transport enables **Advanced Electronic Signatures (AES)** and **Qualified Electronic Signatures (QES)** under eIDAS. See [Signature Levels](/docs/compliance/signature-levels) for the legal framework.
<Callout type="warn">
CSC mode is **instance-wide**: one CSC provider per Documenso install. All envelopes created
while the instance runs in `csc` mode use AES or QES. Switching `NEXT_PRIVATE_SIGNING_TRANSPORT`
is a one-way operational migration — see [Switching Transports](#switching-transports).
</Callout>
<Callout type="warn">
CSC mode requires an active [Enterprise Edition](/docs/policies/enterprise-edition) license. The
instance refuses to start in `csc` mode without it.
</Callout>
## Prerequisites
{/* prettier-ignore */}
<Steps>
<Step>
### A TSP account
Establish a relationship with a CSC-compatible Trust Service Provider. The TSP issues qualified or advanced certificates to your signers, holds the private keys in its HSM, and exposes a CSC v1.0.4.0-compliant API.
</Step>
<Step>
### OAuth client credentials
Register Documenso as an OAuth client with the TSP. You will receive a client ID and client secret, and must supply Documenso's callback URL when registering:
```
${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback
```
The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL` and the route mount path. There is no env var to override it; ensuring the registered URL matches your instance's webapp URL exactly is the operator's responsibility.
</Step>
<Step>
### Enterprise Edition license
CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
</Step>
<Step>
### S3 storage (strongly recommended)
CSC produces multiple `DocumentData` rows per envelope item (one per recipient signature, plus the materialised and source rows). Database-backed storage base64-inflates each row by ~33% and is impractical at meaningful PDF sizes. Configure [S3 storage](/docs/self-hosting/configuration/storage) before enabling CSC.
</Step>
</Steps>
## Environment Variables
| Variable | Description | Default |
| ---------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | ------- |
| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Set to `csc` | |
| `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL` | Base URL of the CSC provider's API | |
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID` | OAuth client ID registered with the CSC provider | |
| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET` | OAuth client secret registered with the CSC provider | |
| `NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL` | Default legal tier for new envelopes when the caller does not specify one. `AES` or `QES`. Explicit requests always pass through. | `AES` |
| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` | **Required.** Comma-separated RFC 3161 TSA URLs. Always used for B-LTA archival timestamps at seal time, and also serves as the B-T sign-time fallback when the TSP does not expose `signatures/timestamp`. The instance refuses to start in CSC mode without it. See [Timestamp Authority Resolution](#timestamp-authority-resolution). | |
<Callout type="info">
`NEXT_PUBLIC_SIGNING_TRANSPORT_IS_CSC` is set automatically from
`NEXT_PRIVATE_SIGNING_TRANSPORT` at server startup. Do not set it manually — see
[Environment Variables](/docs/self-hosting/configuration/environment#derived-public-variables).
</Callout>
## Configuration Example
```bash
NEXT_PRIVATE_SIGNING_TRANSPORT=csc
NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL=https://api.example-tsp.com/csc/v1
NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID=documenso-prod
NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET=...
NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL=QES
NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY=http://timestamp.example.com
```
Register `${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback` (e.g. `https://sign.example.com/api/csc/oauth/callback`) as the OAuth callback URL with the TSP.
## Default Signature Level
`NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL` selects the legal tier applied to envelopes that do not specify one explicitly. It is a default, not a capability gate: callers may still create AES or QES envelopes explicitly regardless of this setting.
| Configured value | Caller passes nothing | Caller passes `AES` | Caller passes `QES` |
| ---------------- | --------------------- | ------------------- | ------------------- |
| `AES` (default) | Envelope is `AES` | Envelope is `AES` | Envelope is `QES` |
| `QES` | Envelope is `QES` | Envelope is `AES` | Envelope is `QES` |
Any value other than `AES` or `QES` causes the instance to refuse to start. This prevents silent qualified-to-advanced downgrades from a typo.
## Timestamp Authority Resolution
AES/QES envelopes use TSA-attested timestamps in two distinct phases. Resolution differs per phase.
### Sign time — PAdES B-T per recipient
Each recipient's CMS embeds a signature timestamp (CMS unsigned attribute) so proven time is bound to the recipient's signature itself. Resolution order:
1. If the TSP advertises `signatures/timestamp` in its `info` response (CSC §11.10), the TSP endpoint is used. The call is authorised with **this recipient's** service-scope bearer token — the same one authorising the `signatures/signHash` call alongside it.
2. Otherwise, the first URL from `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is used (RFC 3161 over HTTP).
Selection is made at boot from the discovered transport, not at runtime; there is no try-then-fall-through. If the chosen source fails, the recipient's sign attempt fails.
### Seal time — PAdES B-LTA archival
The seal-document job emits a single archival `/DocTimeStamp` over the fully-signed envelope (plus DSS for the existing signatures and the timestamp's own chain). This phase is **env-only**: the first URL from `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is always used.
The archival anchor is the operator's long-term trust anchor and SHOULD point at a dedicated qualified archival TSA (e.g. DigiCert) independent of the per-recipient TSP. We deliberately do not fall back to the TSP at seal time: archive longevity should not be coupled to a TSP that may rotate or revoke, and the seal-document job has no recipient context to carry a service-scope bearer.
### Boot-time guard
The instance refuses to start in CSC mode unless `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is set (`CSC_PROVIDER_NO_TSA` at transport construction). The env var is required unconditionally — even when the TSP advertises its own `signatures/timestamp`, seal-time B-LTA archival uses the env TSA. Catching this at boot prevents the failure mode where an envelope signs successfully at B-T and then hangs in `WAITING_FOR_SIGNATURE_COMPLETION` when the seal job throws.
## Switching Transports
`NEXT_PRIVATE_SIGNING_TRANSPORT` is a one-way operational migration. Existing envelopes route per the `signatureLevel` column they were created with — the runtime branching looks at the envelope, not the env var. After a switch:
- Envelopes already at `SES` continue to use the new transport for sealing, but the new transport's signer must produce SES-compatible signatures (only `local` and `gcloud-hsm` qualify).
- Envelopes already at `AES` / `QES` will fail at sign or seal time if the new transport is not `csc`.
Plan migrations during a quiet window with no in-flight envelopes.
## Behavioural Notes
CSC mode changes a number of envelope-authoring behaviours that operators should communicate to users.
### Mutation lock at distribution
For AES/QES envelopes, all authoring routes refuse mutations once the envelope leaves DRAFT. This locks the PDF before any recipient begins Strong Customer Authentication, closing the PDF-swap window that would otherwise allow an owner to replace the PDF between view and sign and break the legal "what you see is what you sign" guarantee.
In practice: edit envelope, recipients, fields, and items freely while DRAFT; once sent, no changes are accepted (including from the API).
### Sequential signing only
Parallel signing produces conflicting incremental updates over the same base PDF, breaking the per-recipient `/ByteRange` invariant. The signing order is forced to `SEQUENTIAL` on AES/QES envelopes — at the schema layer, at send time, and in the UI (the parallel-signing toggle is hidden).
### Assistant role and Dictate Next Signer disabled
Both features modify the recipient set after the envelope is sent, which is incompatible with the AES/QES mutation lock. They are hidden in the UI and rejected at the server schema layer.
### Sidecar PDFs at download
The signed PDF must remain byte-identical to what each recipient's TSP signature authorised — Documenso cannot decorate it after signing. Audit logs and the Certificate of Completion are generated on demand and delivered as separate PDFs:
- `GET /sign/{token}/download` returns the signed PDF only (or a ZIP for multi-item envelopes).
- `GET /sign/{token}/download?version=bundle` returns a ZIP containing the signed PDFs, audit log PDF, and Certificate of Completion.
- The completion email attaches all three.
## Recipient Flow
For context when supporting end users, here is what a recipient experiences on an AES/QES envelope:
1. Opens the email link, lands on the signing page.
2. Documenso redirects to the TSP for Strong Customer Authentication (first visit only; cached for the session lifetime).
3. Fills fields as normal.
4. Clicks Sign → redirected to the TSP for a second authentication round (issues a per-document Signature Activation Data token).
5. Returns to Documenso; the signing call completes within ~15 seconds.
6. Sees the standard completion screen.
If the TSP returns no eligible credentials for the recipient (e.g. they have not enrolled), they see a blocking page directing them to enrol with the TSP and retry.
## Error Codes
CSC-specific error codes surfaced through the standard error channels:
| Code | Meaning | Recovery |
| -------------------------- | ------------------------------------------------ | ----------------------------------------------------------------------- |
| `CSC_UNLICENSED` | License flag absent at transport-create | Operator: enable Enterprise Edition, restart |
| `CSC_PROVIDER_INFO_FAILED` | `info` discovery failed at startup | Operator: check TSP availability and `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL` |
| `CSC_PROVIDER_NO_TSA` | `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is unset | Operator: configure `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` |
| `CSC_CREDENTIAL_LIST_EMPTY`| TSP returned no credentials for the user | Recipient: enrol with the TSP |
| `CSC_CERT_INVALID` | Certificate refused at credential validation | Recipient: contact the TSP |
| `CSC_ALGORITHM_REFUSED` | Signature algorithm fails policy | Operator/recipient: TSP does not meet policy (see below) |
| `CSC_SAD_EXPIRED_PRE_SIGN` | Signature Activation Data expired before signing | Recipient: retry from Sign |
| `CSC_TSP_TIMEOUT` | 15-second synchronous timeout reached | Recipient: retry (idempotent — the TSP enforces single-use SAD binding) |
| `CSC_EMBED_FAILED` | Sign-time digest diverged from prep capture | Recipient: retry from Sign |
| `CSC_BASE_DOCUMENT_MUTATED`| Document data changed between prep and sign | Operator: investigate (structural guard violation) |
| `CSC_INSTANCE_MODE_MISMATCH`| Envelope created with wrong level for transport | Caller: use a level matching the instance transport |
| `CSC_REQUEST_FAILED` | TSP HTTP transport failure — network error, non-2xx, or malformed response | Operator: check TSP availability; carries the TSP HTTP status and error in the message |
## Algorithm Policy
Documenso refuses TSP credentials that do not meet the following minimums, at the OAuth callback boundary and again at sign time:
| Class | Allowed | Refused |
| ----- | ---------------------------------- | ------------------------------------------------------ |
| RSA | `key.len >= 2048` | Missing `key.len`, `key.len < 2048` |
| ECDSA | P-256, P-384, P-521 | Missing `key.curve`, P-192, P-224, other curves |
| Hash | SHA-256, SHA-384, SHA-512 | SHA-1, MD5 |
| Other | — | DSA |
This is the union of CSC v1.0.4.0 §11.5 requirements and current cryptographic guidance.
## Related
- [Signature Levels](/docs/compliance/signature-levels) — AES / QES legal framework
- [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) — overview of all signing transports
- [Environment Variables](/docs/self-hosting/configuration/environment) — full env reference
- [Enterprise Edition](/docs/policies/enterprise-edition) — license requirements
@@ -24,11 +24,6 @@ Self-hosted Documenso instances require a signing certificate. You can generate
description="Hardware-based key protection with Google Cloud KMS."
href="/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm"
/>
<Card
title="CSC (AES / QES)"
description="Route signing through a third-party Trust Service Provider for Advanced and Qualified Electronic Signatures."
href="/docs/self-hosting/configuration/signing-certificate/csc-qes"
/>
<Card
title="Timestamp Server"
description="Add trusted timestamps and customise signature appearance."
@@ -43,7 +38,7 @@ Self-hosted Documenso instances require a signing certificate. You can generate
## Certificate Options
<Tabs items={['Self-Signed', 'CA-Issued', 'Google Cloud HSM', 'CSC (AES / QES)']}>
<Tabs items={['Self-Signed', 'CA-Issued', 'Google Cloud HSM']}>
<Tab value="Self-Signed">
A self-signed certificate is sufficient for most use cases where your industry has no special signing regulations.
@@ -84,18 +79,6 @@ For organisations requiring hardware-based key protection, Documenso supports Go
See [Google Cloud HSM](/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm) for setup instructions.
</Tab>
<Tab value="CSC (AES / QES)">
For Advanced and Qualified Electronic Signatures under eIDAS, Documenso integrates with third-party Trust Service Providers via the Cloud Signature Consortium API. Each recipient authenticates directly with the TSP, which holds the private key and issues the signature.
- Per-recipient identity verification by an accredited TSP
- Legally equivalent to a handwritten signature within the EU (QES)
- Requires an [Enterprise Edition](/docs/policies/enterprise-edition) license
- Instance-wide setting; one CSC provider per Documenso install
See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes) for setup instructions.
</Tab>
</Tabs>
@@ -1,4 +1,4 @@
{
"title": "Signing Certificate",
"pages": ["...index", "local", "google-cloud-hsm", "csc-qes", "timestamp-server", "troubleshooting"]
"pages": ["...index", "local", "google-cloud-hsm", "timestamp-server", "troubleshooting"]
}
@@ -1,6 +1,6 @@
---
title: Storage Configuration
description: Configure file storage for uploaded documents and signed PDFs using database storage (default), S3-compatible object storage, or Azure Blob Storage.
description: Configure file storage for uploaded documents and signed PDFs using database storage (default) or S3-compatible object storage.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
@@ -10,11 +10,10 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Storage Options
| Backend | Best For | Scalability | Configuration |
| ------------ | --------------------------------------- | ----------- | ------------- |
| `database` | Small deployments, simplicity | Limited | None required |
| `s3` | Production, large files, backups | High | Required |
| `azure-blob` | Production on Azure, native Blob access | High | Required |
| Backend | Best For | Scalability | Configuration |
| ---------- | -------------------------------- | ----------- | ------------- |
| `database` | Small deployments, simplicity | Limited | None required |
| `s3` | Production, large files, backups | High | Required |
Select the storage backend with the `NEXT_PUBLIC_UPLOAD_TRANSPORT` environment variable:
@@ -24,9 +23,6 @@ NEXT_PUBLIC_UPLOAD_TRANSPORT=database
# S3-compatible storage
NEXT_PUBLIC_UPLOAD_TRANSPORT=s3
# Azure Blob Storage (native)
NEXT_PUBLIC_UPLOAD_TRANSPORT=azure-blob
```
---
@@ -287,111 +283,6 @@ NEXT_PRIVATE_UPLOAD_REGION=us-east-1
---
## Azure Blob Storage
Azure Blob Storage is supported as a native transport (not S3-compatible). Documenso uses the official `@azure/storage-blob` SDK and signs SAS URLs with the Storage Account key for browser uploads and downloads.
### Required Variables
| Variable | Description |
| --------------------------------------- | ------------------------------------------------- |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | Set to `azure-blob` |
| `NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_NAME` | Azure Storage Account name |
| `NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_KEY` | Azure Storage Account access key |
| `NEXT_PRIVATE_UPLOAD_AZURE_CONTAINER` | Container name where uploads are stored |
### Optional Variables
| Variable | Description | Default |
| ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------- |
| `NEXT_PRIVATE_UPLOAD_AZURE_ENDPOINT` | Custom Blob endpoint URL. Useful for local development against Azurite (for example `http://127.0.0.1:10000`). | `https://<account>.blob.core.windows.net` |
### Azure Setup
{/* prettier-ignore */}
<Steps>
<Step>
### Create a Storage Account and Container
Create a Storage Account in the Azure Portal or via the Azure CLI, then create a container inside it:
```bash
az storage account create \
--name yourstorageaccount \
--resource-group your-rg \
--location eastus \
--sku Standard_LRS
az storage container create \
--name documenso-documents \
--account-name yourstorageaccount
```
</Step>
<Step>
### Configure CORS on the container
The browser uploads documents directly to Azure Blob using a SAS URL, and downloads them the same way, so the Storage Account needs CORS rules that allow your application origin:
```bash
az storage cors add \
--services b \
--methods GET PUT \
--origins https://your-documenso-domain.com \
--allowed-headers "Content-Type" "x-ms-blob-type" "Authorization" \
--exposed-headers "*" \
--max-age 3600 \
--account-name yourstorageaccount
```
</Step>
<Step>
### Configure Environment Variables
```bash
NEXT_PUBLIC_UPLOAD_TRANSPORT=azure-blob
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_NAME=yourstorageaccount
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_KEY=your-account-key
NEXT_PRIVATE_UPLOAD_AZURE_CONTAINER=documenso-documents
```
</Step>
</Steps>
### Local Development with Azurite
Azurite is the official Azure Storage emulator. It supports the Blob REST API with account-key authentication.
```bash
docker run -d --name azurite \
-p 10000:10000 -p 10001:10001 -p 10002:10002 \
mcr.microsoft.com/azure-storage/azurite
```
Create the container against the well-known development account:
```bash
az storage container create \
--name documenso-documents \
--connection-string "DefaultEndpointsProtocol=http;AccountName=devstoreaccount1;AccountKey=Eby8vdM02xNOcqFlqUwJPLlmEtlCDXJ1OUzFT50uSRZ6IFsuFq2UVErCz4I6tq/K1SZFPTOtr/KBHBeksoGMGw==;BlobEndpoint=http://127.0.0.1:10000/devstoreaccount1;"
```
Configure environment variables to point at the emulator:
```bash
NEXT_PUBLIC_UPLOAD_TRANSPORT=azure-blob
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_NAME=devstoreaccount1
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_KEY=Eby8vdM02xNOcqFlqUwJPLlmEtlCDXJ1OUzFT50uSRZ6IFsuFq2UVErCz4I6tq/K1SZFPTOtr/KBHBeksoGMGw==
NEXT_PRIVATE_UPLOAD_AZURE_CONTAINER=documenso-documents
NEXT_PRIVATE_UPLOAD_AZURE_ENDPOINT=http://127.0.0.1:10000
```
<Callout type="info">
The Azurite key shown above is the public well-known development key, published by Microsoft for emulator use. Never reuse it in production.
</Callout>
---
## CloudFront CDN (Optional)
Use Amazon CloudFront to serve documents with lower latency and reduced S3 costs. CloudFront integration uses signed URLs for secure access.
@@ -154,28 +154,8 @@ PORT=3000
# Signing certificate (see Signing Certificate section)
NEXT_PRIVATE_SIGNING_PASSPHRASE=your-certificate-password
# Signup restrictions (optional)
# Master switch — disables every signup method
# Disable public signups
NEXT_PUBLIC_DISABLE_SIGNUP=false
# Per-method switches (optional). Each disables brand-new account creation through that method.
# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP=true
# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP=true
# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=true
# NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=true
# NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=example.com,acme.org
# Signin restrictions (optional)
# Master switch — disables every signin method
# NEXT_PUBLIC_DISABLE_SIGNIN=true
# Per-method switches (optional). Each disables that signin path.
# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=true
# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=true
# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=true
# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=true
# When OIDC is the only enabled transport, /signin auto-redirects to the provider.
# Set this to opt out and keep showing the signin page (optional).
# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=true
```
<Callout type="info">Generate secure secrets using: `openssl rand -base64 32`</Callout>
@@ -271,11 +251,7 @@ Navigate to the signup page and create your account. Verify your email address
<Callout type="info">
All accounts created through signup are regular user accounts. Admin access must be granted
directly in the database. Once your accounts are set up, consider disabling public signups by
setting `NEXT_PUBLIC_DISABLE_SIGNUP=true`. For finer control, use the per-method switches
`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP`, `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP`,
`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`, `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`, or restrict
signups to specific email domains with
`NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`.
setting `NEXT_PUBLIC_DISABLE_SIGNUP=true`.
</Callout>
## Managing Services
@@ -26,14 +26,8 @@ docker --version
## Pulling the Docker Image
The Documenso image is available on both DockerHub and GitHub Container Registry:
```bash
# DockerHub
docker pull documenso/documenso:latest
# GitHub Container Registry
docker pull ghcr.io/documenso/documenso:latest
```
### Available Tags
@@ -106,18 +100,7 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | Passphrase for the signing certificate | - |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | Base64-encoded `.p12` certificate (alternative to file path) | - |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | Document storage: `database` or `s3` | `database` |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Master switch — disable all signup methods | `false` |
| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP` | Disable email/password signup only | `false` |
| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP` | Block new accounts via Google OAuth | `false` |
| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP` | Block new accounts via Microsoft OAuth | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP` | Block new accounts via OIDC (incl. organisation portal) | `false` |
| `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of allowed signup email domains | |
| `NEXT_PUBLIC_DISABLE_SIGNIN` | Master switch — disable all signin methods | `false` |
| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only | `false` |
| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN` | Hide the Google signin button | `false` |
| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN` | Hide the Microsoft signin button | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN` | Hide the OIDC signin button | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT` | Disable auto-redirect to OIDC when it is the only transport | `false` |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Disable public signups | `false` |
For the complete list, see [Environment Variables](/docs/self-hosting/configuration/environment).
@@ -208,14 +191,6 @@ Documenso provides health check endpoints for monitoring:
| `/api/health` | Checks database connectivity and certificate status |
| `/api/certificate-status` | Returns whether a signing certificate is configured and usable |
Both endpoints return a JSON response with a `status` field:
| Status | Meaning |
| ----------- | -------------------------------------------------------------------- |
| `"ok"` | Everything is working properly |
| `"warning"` | Application is running but there are certificate issues |
| `"error"` | Critical issues (database unreachable, missing configuration, etc.) |
### Docker Health Check
Add a health check to your container:
@@ -235,7 +235,7 @@ spec:
```
<Callout type="info">
Pin to a specific image tag (e.g., `documenso/documenso:<version>`) in production instead of `latest`
Pin to a specific image tag (e.g., `documenso/documenso:1.5.0`) in production instead of `latest`
to ensure predictable deployments.
</Callout>

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