docs(api): document placeholder positioning and per-entry field options

- ZUpdateEnvelopeFieldsRequestSchema accepts page/positionX/positionY but the service consumes
  pageNumber/pageX/pageY, so position updates via POST /envelope/field/update-many were
  silently dropped; map the names in the route before calling updateEnvelopeFields
- docs: show Decimal coordinates as serialized strings in field responses
- docs: include the defaulted fieldMeta values returned when the request omits fieldMeta
- docs: use real envelope/envelope-item ID formats in samples

.agents/plans/wild-indigo-wave-rejected-expired-recipient-filters.md

@@ -0,0 +1,146 @@
+---
+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.

.env.example

@@ -103,7 +103,7 @@ 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 | mailchannels
+# OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | resend | mailchannels
 NEXT_PRIVATE_SMTP_TRANSPORT="smtp-auth"
 # OPTIONAL: Defines the host to use for sending emails.
 NEXT_PRIVATE_SMTP_HOST="127.0.0.1"
@@ -180,6 +180,20 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=
 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
 

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -34,7 +34,7 @@ body:
       label: Browser [e.g., Chrome, Firefox]
   - type: input
     attributes:
-      label: Version [e.g., 2.0.1]
+      label: Version [e.g., 2.13.0]
   - type: checkboxes
     attributes:
       label: Please check the boxes that apply to this issue report.
@@ -44,4 +44,3 @@ 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

.github/ISSUE_TEMPLATE/config.yml

@@ -0,0 +1,11 @@
+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.

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -33,4 +33,3 @@ 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

.github/ISSUE_TEMPLATE/improvement.yml

@@ -15,17 +15,6 @@ 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.'

.github/PULL_REQUEST_TEMPLATE.md

@@ -1,3 +1,14 @@
+<!--
+  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. -->

.github/PULL_REQUEST_TEMPLATE/test-addition.md

@@ -1,40 +0,0 @@
----
-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. -->

.github/workflows/first-interaction.yml

@@ -1,13 +1,10 @@
 name: 'Welcome New Contributors'
 
 on:
-  pull_request:
-    types: ['opened']
   issues:
     types: ['opened']
 
 permissions:
-  pull-requests: write
   issues: write
 
 jobs:
@@ -20,10 +17,7 @@ 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 it possible 💚
+            <br /> One of our team members will review it and get back to you as soon as possible 💚
             <br /> Meanwhile, please feel free to hop into our community in [Discord](https://documen.so/discord)

.github/workflows/issue-assignee-check.yml

@@ -1,62 +0,0 @@
-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'
-
-      - 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 }}`,
-                }
-              });
-            }

.github/workflows/pr-review-reminder.yml

@@ -1,63 +0,0 @@
-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'
-
-      - 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 }}`,
-                }
-              });
-            }

.github/workflows/semantic-pull-requests.yml

@@ -16,24 +16,6 @@ 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:
@@ -44,8 +26,6 @@ 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:
@@ -53,10 +33,3 @@ 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! 💚🚀

.github/workflows/stale.yml

@@ -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,assigned,needs triage'
+          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,status: assigned,status: triage'

.gitpod.yml

@@ -31,8 +31,7 @@ vscode:
   extensions:
     - aaron-bond.better-comments
     - bradlc.vscode-tailwindcss
-    - dbaeumer.vscode-eslint
-    - esbenp.prettier-vscode
+    - biomejs.biome
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
     - GitHub.vscode-pull-request-github

.npmrc

@@ -1,3 +1,3 @@
 legacy-peer-deps = true
 prefer-dedupe = true
-min-release-age = 7
+# min-release-age = 7

.well-known/security.txt

@@ -1,7 +1,14 @@
-# General Issues
+# 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
 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

ARCHITECTURE.md

@@ -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/`)
 

CONTRIBUTING.md

@@ -1,13 +1,27 @@
 # Contributing to Documenso
 
-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.
+> **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.
 
-## Before getting started
+## How to contribute now
 
-- 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.
+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
 

README.md

@@ -51,16 +51,18 @@ Join us in creating the next generation of open trust infrastructure.
 
 ## Community and Next Steps 🎯
 
-- Check out the first source code release in this repository and test it.
+- Try Documenso by self-hosting it or signing up at [documenso.com](https://documenso.com).
 - 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 to other community members.
+- Join the [Discord server](https://documen.so/discord) for any questions and getting to know other community members.
 - ⭐ the repository to help us raise awareness.
-- 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.
+- Open detailed [issues](https://github.com/documenso/documenso/issues) to report bugs or propose features.
 
 ## Contributing
 
-- To contribute, please see our [contribution guide](https://github.com/documenso/documenso/blob/main/CONTRIBUTING.md).
+> **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).
 
 ## Contact us
 
@@ -81,17 +83,21 @@ 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
-- [ReactRouter](https://reactrouter.com/) - Framework
+- [TypeScript](https://www.typescriptlang.org/) - Language
+- [React Router v7](https://reactrouter.com/) - Framework
+- [Hono](https://hono.dev/) - Server
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) - Component Library
+- [Tailwind CSS](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
+- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@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
+- [@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
 - [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. -->
 
@@ -196,6 +202,10 @@ For full instructions, requirements, and configuration details, see the [Self Ho
 
 [![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).

SECURITY.md

@@ -0,0 +1,38 @@
+# 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.

SIGNING.md

@@ -1,67 +1,9 @@
-# Creating your own signing certificate
+# Signing Certificate
 
-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:
+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:
 
-1. Generate a private key using the OpenSSL command. You can run the following command to generate a 2048-bit RSA key:
+- [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
 
-   `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.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)
-
-## Render
-
-[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
+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.

apps/docs/README.md

@@ -1,45 +1,16 @@
-# docs
+# @documenso/docs
 
-This is a Next.js application generated with
-[Create Fumadocs](https://github.com/fuma-nama/fumadocs).
+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).
 
-Run development server:
+Content lives under `content/docs/` as MDX. See [WRITING_STYLE.md](../../WRITING_STYLE.md) for the documentation writing conventions.
 
 ```bash
-npm run dev
-# or
-pnpm dev
-# or
-yarn dev
+# From the monorepo root
+npm run dev --filter=@documenso/docs
 ```
 
-Open http://localhost:3000 with your browser to see the result.
+## Structure
 
-## 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
+- `content/docs/`: Documentation pages (MDX).
+- `lib/source.ts`: Content source adapter.
+- `lib/layout.shared.tsx`: Shared layout options.

apps/docs/content/docs/developers/api/documents.mdx

@@ -6,6 +6,8 @@ description: Create, manage, and send documents for signing via the API.
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 <Callout type="warn">
   This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
   see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -30,9 +32,9 @@ 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`, or `REJECTED` |
+| `status`        | string         | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED` |
 | `title`         | string         | Document title                                                 |
-| `source`        | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `API`    |
+| `source`        | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK` |
 | `visibility`    | string         | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE`         |
 | `externalId`    | string \| null | Your custom identifier for the document                        |
 | `createdAt`     | string         | ISO 8601 timestamp                                             |
@@ -51,7 +53,7 @@ A document object contains the following properties:
   "id": "envelope_abc123xyz",
   "type": "DOCUMENT",
   "status": "PENDING",
-  "source": "API",
+  "source": "DOCUMENT",
   "visibility": "EVERYONE",
   "title": "Service Agreement",
   "externalId": "contract-2025-001",
@@ -71,13 +73,13 @@ A document object contains the following properties:
   ],
   "fields": [
     {
-      "id": "field_123",
+      "id": 123,
       "type": "SIGNATURE",
       "page": 1,
-      "positionX": 10,
-      "positionY": 80,
-      "width": 30,
-      "height": 5,
+      "positionX": "10",
+      "positionY": "80",
+      "width": "30",
+      "height": "5",
       "recipientId": 1
     }
   ],
@@ -97,6 +99,8 @@ 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.
@@ -112,7 +116,7 @@ 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` |
+| `status`           | string  | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
 | `source`           | string  | Filter by creation source                                     |
 | `folderId`         | string  | Filter by folder ID                                           |
 | `orderByColumn`    | string  | Sort field (only `createdAt` supported)                       |
@@ -152,8 +156,8 @@ const response = await fetch(`${BASE_URL}/envelope`, {
   },
 });
 
-const { data, pagination } = await response.json();
-console.log(`Found ${pagination.totalItems} documents`);
+const { data, count } = await response.json();
+console.log(`Found ${count} documents`);
 
 // Filter by status
 const pendingResponse = await fetch(
@@ -195,12 +199,10 @@ const pendingDocs = await pendingResponse.json();
       ]
     }
   ],
-  "pagination": {
-    "page": 1,
-    "perPage": 10,
-    "totalPages": 5,
-    "totalItems": 42
-  }
+  "count": 42,
+  "currentPage": 1,
+  "perPage": 10,
+  "totalPages": 5
 }
 ```
 
@@ -626,6 +628,72 @@ 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.
@@ -668,7 +736,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',
 
 const { success } = await response.json();
 
-````
+```
 </Tab>
 </Tabs>
 
@@ -678,7 +746,7 @@ const { success } = await response.json();
 {
   "success": true
 }
-````
+```
 
 ---
 
@@ -692,9 +760,11 @@ POST /envelope/get-many
 
 ### Request Body
 
-| Field         | Type  | Required | Description           |
-| ------------- | ----- | -------- | --------------------- |
-| `envelopeIds` | array | Yes      | Array of document IDs |
+| 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` |
 
 ### Code Examples
 
@@ -705,12 +775,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/get-many" \
   -H "Authorization: api_xxxxxxxxxxxxxxxx" \
   -H "Content-Type: application/json" \
   -d '{
-    "envelopeIds": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
+    "ids": {
+      "type": "envelopeId",
+      "ids": ["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: {
@@ -718,16 +793,36 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many
     'Content-Type': 'application/json',
   },
   body: JSON.stringify({
-    envelopeIds: ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'],
+    ids: {
+      type: 'envelopeId',
+      ids: requestedIds,
+    },
   }),
 });
 
-const documents = await response.json();
+const { data } = 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
@@ -738,6 +833,7 @@ const documents = await response.json();
 | `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
 
@@ -745,11 +841,13 @@ const documents = await response.json();
 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.
@@ -771,8 +869,8 @@ flowchart LR
 | Parameter  | Values                                      | Description               |
 | ---------- | ------------------------------------------- | ------------------------- |
 | `type`     | `DOCUMENT`, `TEMPLATE`                      | Filter by envelope type   |
-| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` | Filter by status          |
-| `source`   | `DOCUMENT`, `TEMPLATE`, `API`               | Filter by creation source |
+| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` | Filter by status          |
+| `source`   | `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK`          | Filter by creation source |
 | `folderId` | string                                      | Filter by folder          |
 
 ### Sorting
@@ -798,10 +896,10 @@ async function getAllPendingDocuments() {
       },
     );
 
-    const { data, pagination } = await response.json();
+    const { data, currentPage, totalPages } = await response.json();
     documents.push(...data);
 
-    hasMore = page < pagination.totalPages;
+    hasMore = currentPage < totalPages;
     page++;
   }
 

apps/docs/content/docs/developers/api/fields.mdx

@@ -6,6 +6,8 @@ description: Add signature and form fields to documents 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).
@@ -19,13 +21,13 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 | `secondaryId`    | string         | Secondary identifier for audit logs          |
 | `type`           | string         | Field type (see [Field Types](#field-types)) |
 | `recipientId`    | number         | ID of the recipient assigned to this field   |
-| `envelopeId`     | number         | ID of the parent envelope                    |
+| `envelopeId`     | string         | ID of the parent envelope                    |
 | `envelopeItemId` | string         | ID of the PDF item the field is placed on    |
 | `page`           | number         | Page number (1-indexed)                      |
-| `positionX`      | number         | X coordinate as percentage (0-100)           |
-| `positionY`      | number         | Y coordinate as percentage (0-100)           |
-| `width`          | number         | Width as percentage of page (0-100)          |
-| `height`         | number         | Height as percentage of page (0-100)         |
+| `positionX`      | string         | X coordinate as percentage (0-100), a decimal serialized as a string |
+| `positionY`      | string         | Y coordinate as percentage (0-100), a decimal serialized as a string |
+| `width`          | string         | Width as percentage of page (0-100), a decimal serialized as a string |
+| `height`         | string         | Height as percentage of page (0-100), a decimal serialized as a string |
 | `customText`     | string         | Value entered by the recipient               |
 | `inserted`       | boolean        | Whether the field has been completed         |
 | `fieldMeta`      | object \| null | Type-specific configuration options          |
@@ -38,18 +40,19 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
   "secondaryId": "field_abc123",
   "type": "SIGNATURE",
   "recipientId": 123,
-  "envelopeId": 789,
-  "envelopeItemId": "envelope_item_xyz",
+  "envelopeId": "envelope_abcdefhiklmnorst",
+  "envelopeItemId": "envelope_item_abcdefhiklmnorst",
   "page": 1,
-  "positionX": 10,
-  "positionY": 80,
-  "width": 30,
-  "height": 5,
+  "positionX": "10",
+  "positionY": "80",
+  "width": "30",
+  "height": "5",
   "customText": "",
   "inserted": false,
   "fieldMeta": {
     "type": "signature",
-    "required": true
+    "required": true,
+    "overflow": "auto"
   }
 }
 ```
@@ -61,7 +64,7 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 | Type             | Description                               | Auto-filled |
 | ---------------- | ----------------------------------------- | ----------- |
 | `SIGNATURE`      | Drawn, typed, or uploaded signature       | No          |
-| `FREE_SIGNATURE` | Unrestricted signature without validation | No          |
+| `FREE_SIGNATURE` | Legacy free-form signature. Accepted by the v2 create schema but rejected by the v1 API and unsupported in the signing UI — avoid in new integrations | No          |
 | `INITIALS`       | Recipient's initials                      | No          |
 | `NAME`           | Recipient's full name                     | Yes         |
 | `EMAIL`          | Recipient's email address                 | Yes         |
@@ -134,10 +137,12 @@ POST /envelope/field/create-many
 
 ### Request Body
 
-| Field       | Type   | Required | Description                     |
-| ----------- | ------ | -------- | ------------------------------- |
-| `documentId`| number | Yes      | The document ID                 |
-| `fields`    | array  | Yes      | Array of field configurations   |
+| Field        | Type   | Required | Description                     |
+| ------------ | ------ | -------- | ------------------------------- |
+| `envelopeId` | string | Yes      | The envelope ID                 |
+| `data`       | array  | Yes      | Array of field configurations   |
+
+Each entry in `data` requires a `type`, a `recipientId`, and a position — either explicit coordinates (`page`, `positionX`, `positionY`, `width`, `height`) or a [text placeholder](#placeholder-based-field-positioning) (`placeholder` with optional `width`, `height`, and `matchAll`). Optional per-entry properties: `envelopeItemId` (which PDF in the envelope to place the field on; defaults to the first item) and `fieldMeta`.
 
 ### Code Examples
 
@@ -148,32 +153,32 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/create-many" \
   -H "Authorization: api_xxxxxxxxxxxxxxxx" \
   -H "Content-Type: application/json" \
   -d '{
-    "documentId": 123,
-    "fields": [
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "data": [
       {
         "type": "SIGNATURE",
         "recipientId": 456,
-        "pageNumber": 1,
-        "pageX": 10,
-        "pageY": 80,
+        "page": 1,
+        "positionX": 10,
+        "positionY": 80,
         "width": 30,
         "height": 5
       },
       {
         "type": "DATE",
         "recipientId": 456,
-        "pageNumber": 1,
-        "pageX": 50,
-        "pageY": 80,
+        "page": 1,
+        "positionX": 50,
+        "positionY": 80,
         "width": 20,
         "height": 3
       },
       {
         "type": "TEXT",
         "recipientId": 456,
-        "pageNumber": 1,
-        "pageX": 10,
-        "pageY": 70,
+        "page": 1,
+        "positionX": 10,
+        "positionY": 70,
         "width": 40,
         "height": 4,
         "fieldMeta": {
@@ -199,32 +204,32 @@ const response = await fetch(
       'Content-Type': 'application/json',
     },
     body: JSON.stringify({
-      documentId: 123,
-      fields: [
+      envelopeId: 'envelope_abcdefhiklmnorst',
+      data: [
         {
           type: 'SIGNATURE',
           recipientId: 456,
-          pageNumber: 1,
-          pageX: 10,
-          pageY: 80,
+          page: 1,
+          positionX: 10,
+          positionY: 80,
           width: 30,
           height: 5,
         },
         {
           type: 'DATE',
           recipientId: 456,
-          pageNumber: 1,
-          pageX: 50,
-          pageY: 80,
+          page: 1,
+          positionX: 50,
+          positionY: 80,
           width: 20,
           height: 3,
         },
         {
           type: 'TEXT',
           recipientId: 456,
-          pageNumber: 1,
-          pageX: 10,
-          pageY: 70,
+          page: 1,
+          positionX: 10,
+          positionY: 70,
           width: 40,
           height: 4,
           fieldMeta: {
@@ -239,8 +244,8 @@ const response = await fetch(
   }
 );
 
-const { fields } = await response.json();
-console.log(`Created ${fields.length} fields`);
+const { data } = await response.json();
+console.log(`Created ${data.length} fields`);
 
 ````
 </Tab>
@@ -250,36 +255,68 @@ console.log(`Created ${fields.length} fields`);
 
 ```json
 {
-  "fields": [
+  "data": [
     {
       "id": 101,
+      "secondaryId": "field_abc123",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
       "type": "SIGNATURE",
       "recipientId": 456,
       "page": 1,
-      "positionX": 10,
-      "positionY": 80,
-      "width": 30,
-      "height": 5
+      "positionX": "10",
+      "positionY": "80",
+      "width": "30",
+      "height": "5",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "signature",
+        "fontSize": 18,
+        "overflow": "auto"
+      }
     },
     {
       "id": 102,
+      "secondaryId": "field_def456",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
       "type": "DATE",
       "recipientId": 456,
       "page": 1,
-      "positionX": 50,
-      "positionY": 80,
-      "width": 20,
-      "height": 3
+      "positionX": "50",
+      "positionY": "80",
+      "width": "20",
+      "height": "3",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "date",
+        "fontSize": 12,
+        "textAlign": "left",
+        "overflow": "auto"
+      }
     },
     {
       "id": 103,
+      "secondaryId": "field_ghi789",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
       "type": "TEXT",
       "recipientId": 456,
       "page": 1,
-      "positionX": 10,
-      "positionY": 70,
-      "width": 40,
-      "height": 4
+      "positionX": "10",
+      "positionY": "70",
+      "width": "40",
+      "height": "4",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "text",
+        "label": "Job Title",
+        "placeholder": "Enter your job title",
+        "required": true
+      }
     }
   ]
 }
@@ -299,8 +336,10 @@ POST /envelope/field/update-many
 
 | Field        | Type   | Required | Description                   |
 | ------------ | ------ | -------- | ----------------------------- |
-| `documentId` | number | Yes      | The document ID               |
-| `fields`     | array  | Yes      | Array of field update objects |
+| `envelopeId` | string | Yes      | The envelope ID               |
+| `data`       | array  | Yes      | Array of field update objects |
+
+Each entry in `data` requires the field `id` and `type`. Position properties (`page`, `positionX`, `positionY`, `width`, `height`), `envelopeItemId`, and `fieldMeta` are optional — only supplied values are updated. Placeholder positioning is not supported when updating; use coordinates.
 
 ### Code Examples
 
@@ -311,17 +350,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/update-many" \
   -H "Authorization: api_xxxxxxxxxxxxxxxx" \
   -H "Content-Type: application/json" \
   -d '{
-    "documentId": 123,
-    "fields": [
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "data": [
       {
         "id": 101,
         "type": "SIGNATURE",
-        "pageY": 85
+        "positionY": 85
       },
       {
         "id": 102,
         "type": "DATE",
-        "pageY": 85
+        "positionY": 85
       }
     ]
   }'
@@ -338,16 +377,16 @@ const response = await fetch(
       'Content-Type': 'application/json',
     },
     body: JSON.stringify({
-      documentId: 123,
-      fields: [
-        { id: 101, type: 'SIGNATURE', pageY: 85 },
-        { id: 102, type: 'DATE', pageY: 85 },
+      envelopeId: 'envelope_abcdefhiklmnorst',
+      data: [
+        { id: 101, type: 'SIGNATURE', positionY: 85 },
+        { id: 102, type: 'DATE', positionY: 85 },
       ],
     }),
   }
 );
 
-const { fields } = await response.json();
+const { data } = await response.json();
 
 ````
 </Tab>
@@ -357,9 +396,48 @@ const { fields } = await response.json();
 
 ```json
 {
-  "fields": [
-    { "id": 101, "type": "SIGNATURE", "positionY": 85 },
-    { "id": 102, "type": "DATE", "positionY": 85 }
+  "data": [
+    {
+      "id": 101,
+      "secondaryId": "field_abc123",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
+      "type": "SIGNATURE",
+      "recipientId": 456,
+      "page": 1,
+      "positionX": "10",
+      "positionY": "85",
+      "width": "30",
+      "height": "5",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "signature",
+        "fontSize": 18,
+        "overflow": "auto"
+      }
+    },
+    {
+      "id": 102,
+      "secondaryId": "field_def456",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
+      "type": "DATE",
+      "recipientId": 456,
+      "page": 1,
+      "positionX": "50",
+      "positionY": "85",
+      "width": "20",
+      "height": "3",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "date",
+        "fontSize": 12,
+        "textAlign": "left",
+        "overflow": "auto"
+      }
+    }
   ]
 }
 ````
@@ -443,8 +521,8 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
 (0,0) ─────────────────────────── (100,0)
   │                                   │
   │    ┌─────────┐                    │
-  │    │  Field  │ (pageX: 10,        │
-  │    │         │  pageY: 20,        │
+  │    │  Field  │ (positionX: 10,    │
+  │    │         │  positionY: 20,    │
   │    └─────────┘  width: 30,        │
   │                 height: 5)        │
   │                                   │
@@ -457,9 +535,9 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
 const field = {
   type: 'SIGNATURE',
   recipientId: 123,
-  pageNumber: 1,
-  pageX: 60, // 60% from left
-  pageY: 85, // 85% from top (near bottom)
+  page: 1,
+  positionX: 60, // 60% from left
+  positionY: 85, // 85% from top (near bottom)
   width: 30, // 30% of page width
   height: 8, // 8% of page height
 };
@@ -479,6 +557,33 @@ This approach is useful when generating PDFs programmatically or using templates
 
 See the [PDF Placeholders](/docs/users/documents/advanced/pdf-placeholders) guide for the full placeholder format reference, including supported field types, recipient identifiers, and field options.
 
+### Placeholder Positioning via the API
+
+`POST /envelope/field/create-many` accepts a placeholder position in place of coordinates. Instead of `page`, `positionX`, `positionY`, `width`, and `height`, pass:
+
+| Field         | Type    | Required | Description                                                                                                  |
+| ------------- | ------- | -------- | ------------------------------------------------------------------------------------------------------------ |
+| `placeholder` | string  | Yes      | Text to search for in the PDF (e.g. `{{name}}`). The field is placed at the bounding box of the first match. |
+| `width`       | number  | No       | Override the field width. Defaults to the width of the matched text.                                          |
+| `height`      | number  | No       | Override the field height. Defaults to the height of the matched text.                                        |
+| `matchAll`    | boolean | No       | Create a field at every occurrence of the placeholder instead of only the first.                              |
+
+```json
+{
+  "envelopeId": "envelope_abcdefhiklmnorst",
+  "data": [
+    {
+      "type": "SIGNATURE",
+      "recipientId": 456,
+      "placeholder": "{{signature}}",
+      "matchAll": true
+    }
+  ]
+}
+```
+
+`POST /envelope/field/update-many` does not accept placeholders — field updates are coordinate-only.
+
 ---
 
 ## Field Meta Options
@@ -643,15 +748,15 @@ All field types support these base options:
 Create a document with a signature block containing multiple field types:
 
 ```typescript
-async function addSignatureBlock(documentId: number, recipientId: number) {
-  const fields = [
+async function addSignatureBlock(envelopeId: string, recipientId: number) {
+  const data = [
     // Signature
     {
       type: 'SIGNATURE',
       recipientId,
-      pageNumber: 1,
-      pageX: 10,
-      pageY: 80,
+      page: 1,
+      positionX: 10,
+      positionY: 80,
       width: 30,
       height: 8,
       fieldMeta: {
@@ -663,9 +768,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
     {
       type: 'NAME',
       recipientId,
-      pageNumber: 1,
-      pageX: 10,
-      pageY: 90,
+      page: 1,
+      positionX: 10,
+      positionY: 90,
       width: 30,
       height: 4,
       fieldMeta: {
@@ -677,9 +782,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
     {
       type: 'DATE',
       recipientId,
-      pageNumber: 1,
-      pageX: 50,
-      pageY: 80,
+      page: 1,
+      positionX: 50,
+      positionY: 80,
       width: 20,
       height: 4,
       fieldMeta: {
@@ -691,9 +796,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
     {
       type: 'TEXT',
       recipientId,
-      pageNumber: 1,
-      pageX: 50,
-      pageY: 90,
+      page: 1,
+      positionX: 50,
+      positionY: 90,
       width: 30,
       height: 4,
       fieldMeta: {
@@ -710,7 +815,7 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
       Authorization: 'api_xxxxxxxxxxxxxxxx',
       'Content-Type': 'application/json',
     },
-    body: JSON.stringify({ documentId, fields }),
+    body: JSON.stringify({ envelopeId, data }),
   });
 
   return response.json();

apps/docs/content/docs/developers/api/index.mdx

@@ -5,6 +5,8 @@ description: Complete reference for the Documenso REST API.
 
 import { Callout } from 'fumadocs-ui/components/callout';
 
+<EnvelopeWarning />
+
 <Callout type="warn">
   The guides below cover common API patterns but may not reflect the latest endpoints or parameters.
   For an always up-to-date reference, see the [OpenAPI Reference](https://openapi.documenso.com).

apps/docs/content/docs/developers/api/meta.json

@@ -8,6 +8,7 @@
     "teams",
     "rate-limits",
     "versioning",
+    "migrate-to-envelopes",
     "developer-mode",
     "common-errors"
   ]

apps/docs/content/docs/developers/api/migrate-to-envelopes.mdx

@@ -0,0 +1,249 @@
+---
+title: Migrating to Envelopes
+description: Why Documenso unified documents and templates into envelopes, and how to migrate from the deprecated document and template create endpoints.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Step, Steps } from 'fumadocs-ui/components/steps';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+## Summary
+
+The following items have been deprecated and will be removed on the <strong>1st of March 2027</strong>:
+
+- <strong>API V1</strong>
+- <strong>A subset of SDK/API V2 endpoints</strong>
+- <strong>Legacy documents and templates</strong>
+- <strong>EmbedCreateDocumentV1</strong>
+- <strong>EmbedCreateTemplateV1</strong>
+- <strong>EmbedUpdateDocumentV1</strong>
+- <strong>EmbedUpdateTemplateV1</strong>
+
+The beta endpoint `/api/v2-beta` will also be removed. Use `/api/v2` instead, which is a drop-in replacement.
+
+Nothing breaks before 1st of March 2027, so you can migrate at your own pace.
+
+## What are legacy documents and templates
+
+These are documents and templates created by the following endpoints:
+
+- `POST /api/v2/document/create`
+- `POST /api/v2/document/create/beta`
+- `POST /api/v2/template/create`
+- `POST /api/v2/template/create/beta`
+- `POST /api/v1/documents`
+- `POST /api/v1/templates`
+- `POST /api/v1/templates/create-document`
+- `POST /api/v1/templates/generate-document`
+
+## What replaces legacy documents and templates
+
+At the end of 2025 we introduced a unified system for documents and templates, called <strong>envelopes</strong>.
+
+We still reference documents and templates throughout the documentation and application to distinguish them, but internally they are envelopes.
+
+Moving to the envelope system gives you:
+
+- **Multiple PDFs in one envelope.** Send several documents to sign in a single request.
+- **One API for documents and templates.** Learn one set of endpoints instead of two misaligned ones.
+- **A better editor and signing experience** for you and your recipients.
+
+## How to migrate
+
+{/* prettier-ignore */}
+<Steps>
+  <Step>
+    ### Switch to the envelope endpoints
+
+    Replace each deprecated endpoint with its `/api/v2/envelope/*` equivalent from the [mapping tables](#endpoint-mapping-reference) below.
+  </Step>
+  <Step>
+    ### Set the envelope `type` on create
+
+    A single endpoint, `POST /api/v2/envelope/create`, can create both documents and templates. Set `type` to `DOCUMENT` or `TEMPLATE`. You can now upload more than one PDF using the `files` field.
+  </Step>
+  <Step>
+    ### Update how you store IDs
+
+    Envelope IDs are **strings** (for example `envelope_abc123`), not numbers. Update any code that stores, parses, or compares IDs.
+  </Step>
+  <Step>
+    ### Test, then remove the old calls
+
+    Verify the new flow against your account, then delete the deprecated calls.
+  </Step>
+</Steps>
+
+The main data differences are as follows:
+- ID format changed from number to string (e.g. `42` to `envelope_abc123`)
+- pageNumber becomes page
+- pageX becomes positionX
+- pageY becomes positionY
+
+See the [Documents API](/docs/developers/api/documents) and [Templates API](/docs/developers/api/templates) for the full envelope reference.
+
+### Deprecated V1 API Endpoints
+
+Full reference in the [V1 OpenAPI reference](https://openapi-v1.documenso.com).
+
+| Deprecated endpoint                                      | Replacement                                           |
+| -------------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v1/documents`                                  | `GET /api/v2/envelope`                                |
+| `GET /api/v1/documents/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/documents`                                 | `POST /api/v2/envelope/create`                        |
+| `POST /api/v1/documents/{id}/send`                       | `POST /api/v2/envelope/distribute`                    |
+| `POST /api/v1/documents/{id}/resend`                     | `POST /api/v2/envelope/redistribute`                  |
+| `DELETE /api/v1/documents/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `GET /api/v1/documents/{id}/download`                    | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+| `POST /api/v1/documents/{id}/recipients`                 | `POST /api/v2/envelope/recipient/create-many`         |
+| `PATCH /api/v1/documents/{id}/recipients/{recipientId}`  | `POST /api/v2/envelope/recipient/update-many`         |
+| `DELETE /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/delete`              |
+| `POST /api/v1/documents/{id}/fields`                     | `POST /api/v2/envelope/field/create-many`             |
+| `PATCH /api/v1/documents/{id}/fields/{fieldId}`          | `POST /api/v2/envelope/field/update-many`             |
+| `DELETE /api/v1/documents/{id}/fields/{fieldId}`         | `POST /api/v2/envelope/field/delete`                  |
+| `GET /api/v1/templates`                                  | `GET /api/v2/envelope` (with `type=TEMPLATE`)         |
+| `GET /api/v1/templates/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/templates`                                 | `POST /api/v2/envelope/create` (`type=TEMPLATE`)      |
+| `DELETE /api/v1/templates/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `POST /api/v1/templates/{templateId}/create-document`    | `POST /api/v2/envelope/use`                           |
+| `POST /api/v1/templates/{templateId}/generate-document`  | `POST /api/v2/envelope/use`                           |
+
+### Deprecated V2 API Endpoints
+
+Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
+
+#### Documents
+
+| Deprecated endpoint                               | Replacement                                           |
+| ------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v2/document`                            | `GET /api/v2/envelope`                                |
+| `GET /api/v2/document/{documentId}`               | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many` (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

apps/docs/content/docs/developers/api/rate-limits.mdx

@@ -11,10 +11,21 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 
 ## HTTP Rate Limits
 
-**Limit:** 100 requests per minute per IP address  
+The rate limit applies to:
+
+- `/api/v1/*`
+- `/api/v2/*`
+- `/api/v2-beta/*`
+
+**Limit:** 1000 requests per minute per IP address  
 **Response:** 429 Too Many Requests
 
-### Rate Limit Response
+<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
 
 ```json
 {
@@ -22,10 +33,22 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 }
 ```
 
-<Callout type="warn">
-  No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
-  seconds before retrying.
-</Callout>
+### 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).
 
 ## Resource Limits
 
@@ -39,24 +62,55 @@ 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  |
 
-### Error Response
+### Organisation Limit 429 Responses
 
-When you exceed a resource limit:
+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:
 
 ```json
 {
-  "error": "You have reached your document limit for this month. Please upgrade your plan.",
-  "code": "LIMIT_EXCEEDED",
-  "statusCode": 400
+  "message": "Too many requests, please try again later. Contact support if you require higher limits."
 }
 ```
 
+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    | HTTP rate limit exceeded      |
-| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded |
+| 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.
 
 ---
 
@@ -65,3 +119,4 @@ When you exceed a resource limit:
 - [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)

apps/docs/content/docs/developers/api/templates.mdx

@@ -6,6 +6,8 @@ description: Create documents from reusable templates via API.
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 <Callout type="warn">
   This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
   see the [OpenAPI Reference](https://openapi.documenso.com).

apps/docs/content/docs/developers/api/versioning.mdx

@@ -5,6 +5,8 @@ description: Versioning information for the Documenso public API.
 
 import { Callout } from 'fumadocs-ui/components/callout';
 
+<EnvelopeWarning />
+
 ## Overview
 
 Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
@@ -19,7 +21,16 @@ Also, we may deprecate certain features or endpoints in the API. When we depreca
 
 ---
 
+## Documents, Templates, and Envelopes
+
+Documenso has unified documents and templates into a single resource called an **envelope**. New integrations should create documents and templates through the `/envelope/*` endpoints. The `POST /document/create` and `POST /template/create` endpoints (including their `/beta` variants) are deprecated in favor of `POST /envelope/create`.
+
+See [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) for the rationale and step-by-step migration examples.
+
+---
+
 ## See Also
 
+- [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) - Move from the document and template create endpoints
 - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
 - [Rate Limits](/docs/developers/api/rate-limits) - API rate limit details

apps/docs/content/docs/developers/examples/common-workflows.mdx

@@ -8,6 +8,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 ## Workflow 1: Send a Document for Signature
 
 The most common workflow: upload a PDF, add recipients with signature fields, and send for signing.
@@ -472,7 +474,7 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
     <code>distributeDocument: true</code>
   </Step>
   <Step>
-    Process in batches with a short delay to respect rate limits (e.g. 100 requests/minute)
+    Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
   </Step>
 </Steps>
 
@@ -638,8 +640,8 @@ done
 </Tabs>
 
 <Callout type="info">
-  The API allows 100 requests per minute. For large batches, implement rate limiting with delays
-  between requests to avoid hitting limits.
+  The API allows 1000 requests per minute (your organisation may have its own lower limit). For large
+  batches, implement rate limiting with delays between requests to avoid hitting limits.
 </Callout>
 
 ---
@@ -998,9 +1000,12 @@ async function fetchWithRetry(
       // Retry on rate limit
       if (response.status === 429) {
         const retryAfter = response.headers.get('Retry-After');
-        const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
+        // 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);
         console.log(`Rate limited, waiting ${delay}ms...`);
-        await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
+        await new Promise((resolve) => setTimeout(resolve, delay));
         continue;
       }
 

apps/docs/content/docs/developers/examples/index.mdx

@@ -3,6 +3,8 @@ title: Examples
 description: Common integration patterns and end-to-end workflows.
 ---
 
+<EnvelopeWarning />
+
 <Cards>
   <Card
     title="Common Workflows"

apps/docs/content/docs/developers/getting-started/authentication.mdx

@@ -7,6 +7,8 @@ import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 
+<EnvelopeWarning />
+
 ## Prerequisites
 
 - A Documenso account (cloud or self-hosted)

apps/docs/content/docs/developers/getting-started/first-api-call.mdx

@@ -7,6 +7,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 ## Prerequisites
 
 Before starting, you need:
@@ -483,7 +485,7 @@ The API returns standard HTTP status codes and JSON error responses:
 
 ### Handling Rate Limits
 
-The API allows 100 requests per minute per IP address. When rate limited, wait at least 60 seconds before retrying:
+The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. When rate limited, wait at least 60 seconds before retrying:
 
 ```javascript
 async function fetchWithRetry(url, options, maxRetries = 3) {

apps/docs/content/docs/developers/getting-started/index.mdx

@@ -3,6 +3,8 @@ title: Getting Started
 description: Get your API key and make your first API call.
 ---
 
+<EnvelopeWarning />
+
 <Cards>
   <Card
     title="Authentication"

apps/docs/content/docs/developers/index.mdx

@@ -3,6 +3,8 @@ title: Developer Guide
 description: Integrate Documenso into your applications using the REST API, webhooks, and embedding options.
 ---
 
+<EnvelopeWarning />
+
 ## Getting Started
 
 <Cards>

apps/docs/content/docs/developers/local-development/index.mdx

@@ -15,16 +15,17 @@ Pick the one that fits your needs the best.
 
 ## Tech Stack
 
-- [Typescript](https://www.typescriptlang.org/) - Language
-- [React Router](https://reactrouter.com/) - Framework
+- [TypeScript](https://www.typescriptlang.org/) - Language
+- [React Router v7](https://reactrouter.com/) - Framework
+- [Hono](https://hono.dev/) - Server
 - [Prisma](https://www.prisma.io/) - ORM
-- [Tailwind](https://tailwindcss.com/) - CSS
-- [shadcn/ui](https://ui.shadcn.com/) - Component Library
+- [Tailwind CSS](https://tailwindcss.com/) - CSS
+- [shadcn/ui](https://ui.shadcn.com/) + [Radix UI](https://www.radix-ui.com/) - Component Library
 - [react-email](https://react.email/) - Email Templates
+- [Lingui](https://lingui.dev/) - Internationalization
 - [tRPC](https://trpc.io/) - API
-- [@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
+- [@libpdf/core](https://www.npmjs.com/package/@libpdf/core) - PDF Signing and Manipulation
+- [pdf.js](https://mozilla.github.io/pdf.js/) - Viewing PDFs
 - [Stripe](https://stripe.com/) - Payments
 
 <div className="mt-16 flex items-center justify-center gap-4">

apps/docs/content/docs/developers/webhooks/events.mdx

@@ -33,13 +33,14 @@ All webhook events share a common structure:
 
 | Field            | Type      | Description                                            |
 | ---------------- | --------- | ------------------------------------------------------ |
-| `id`             | number    | Document or template ID                                |
+| `id`             | number    | Legacy numeric v1 document or template ID              |
+| `envelopeId`     | string    | Canonical v2 identifier (`envelope_` + 16 characters)  |
 | `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`        |
+| `status`         | string    | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
 | `visibility`     | string    | Document visibility setting                            |
 | `createdAt`      | datetime  | Document creation timestamp                            |
 | `updatedAt`      | datetime  | Last modification timestamp                            |
@@ -47,8 +48,8 @@ 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` or `TEMPLATE`                       |
-| `documentMeta`   | object    | Document metadata (subject, message, signing options)  |
+| `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) |
 
@@ -60,7 +61,6 @@ All webhook events share a common structure:
 | `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`              |
@@ -77,8 +77,9 @@ All webhook events share a common structure:
 | Field                  | Type      | Description                                |
 | ---------------------- | --------- | ------------------------------------------ |
 | `id`                   | number    | Recipient ID                               |
-| `documentId`           | number?   | Parent document ID                         |
-| `templateId`           | number?   | Template ID if created from a template     |
+| `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                       |
@@ -94,6 +95,8 @@ All webhook events share a common structure:
 | `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.
+
 ---
 
 ## Document Lifecycle Events
@@ -111,6 +114,7 @@ Triggered when a new document is created.
   "event": "DOCUMENT_CREATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "externalId": null,
     "userId": 1,
     "authOptions": null,
@@ -129,9 +133,8 @@ 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": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
+      "timezone": "Etc/UTC",
+      "dateFormat": "yyyy-MM-dd hh:mm a",
       "redirectUrl": null,
       "signingOrder": "PARALLEL",
       "allowDictateNextSigner": false,
@@ -145,6 +148,7 @@ Triggered when a new document is created.
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -166,6 +170,7 @@ Triggered when a new document is created.
     "Recipient": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -203,6 +208,7 @@ 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,
@@ -221,9 +227,8 @@ 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": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
+      "timezone": "Etc/UTC",
+      "dateFormat": "yyyy-MM-dd hh:mm a",
       "redirectUrl": null,
       "signingOrder": "PARALLEL",
       "allowDictateNextSigner": false,
@@ -237,6 +242,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -258,6 +264,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
     "Recipient": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -295,12 +302,14 @@ The recipient's `readStatus` changes to `OPENED`.
   "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",
@@ -328,6 +337,7 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
   "event": "DOCUMENT_SIGNED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "COMPLETED",
     "title": "contract.pdf",
     "source": "DOCUMENT",
@@ -335,6 +345,7 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
     "recipients": [
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -361,12 +372,14 @@ Triggered when an individual recipient completes their required action (signing,
   "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",
@@ -395,6 +408,7 @@ 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,
@@ -413,9 +427,8 @@ 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": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
+      "timezone": "Etc/UTC",
+      "dateFormat": "yyyy-MM-dd hh:mm a",
       "redirectUrl": null,
       "signingOrder": "PARALLEL",
       "allowDictateNextSigner": false,
@@ -429,6 +442,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
     "recipients": [
       {
         "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "reviewer@example.com",
@@ -451,6 +465,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
       },
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -475,6 +490,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
     "Recipient": [
       {
         "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "reviewer@example.com",
@@ -497,6 +513,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
       },
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -537,12 +554,14 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
   "event": "DOCUMENT_REJECTED",
   "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",
@@ -561,7 +580,7 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
 
 ### `document.cancelled`
 
-Triggered when the document owner or a team member deletes a document. Draft and pending documents are hard-deleted, while completed documents are soft-deleted.
+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.
 
@@ -572,6 +591,7 @@ 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,
@@ -591,7 +611,6 @@ 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",
@@ -606,6 +625,7 @@ This event is **not** triggered when a recipient hides a document from their inb
     "recipients": [
       {
         "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 7,
         "templateId": null,
         "email": "signer@example.com",
@@ -627,6 +647,7 @@ This event is **not** triggered when a recipient hides a document from their inb
     "Recipient": [
       {
         "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 7,
         "templateId": null,
         "email": "signer@example.com",
@@ -651,6 +672,45 @@ 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.
+
+**Event name:** `RECIPIENT_EXPIRED`
+
+The recipient's `expiresAt` contains the signing deadline, and `expirationNotifiedAt` is set when the expiration is processed.
+
+```json
+{
+  "event": "RECIPIENT_EXPIRED",
+  "payload": {
+    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "status": "PENDING",
+    "title": "contract.pdf",
+    "source": "DOCUMENT",
+    "recipients": [
+      {
+        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@example.com",
+        "name": "John Doe",
+        "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",
+  "webhookEndpoint": "https://your-endpoint.com/webhook"
+}
+```
+
 ### `document.reminder.sent`
 
 Triggered when a reminder email is sent to a recipient who has not yet completed their action.
@@ -662,12 +722,14 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
   "event": "DOCUMENT_REMINDER_SENT",
   "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",
@@ -686,7 +748,7 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
 
 ## Template Events
 
-Template events track changes to reusable document templates. Template payloads use the same structure as document payloads, with `source` set to `TEMPLATE` and `templateId` populated.
+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`
 
@@ -699,9 +761,10 @@ Triggered when a new template is created.
   "event": "TEMPLATE_CREATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "My Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -721,9 +784,10 @@ Triggered when a template's settings, recipients, or fields are modified.
   "event": "TEMPLATE_UPDATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "My Updated Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -743,9 +807,10 @@ Triggered when a template is deleted.
   "event": "TEMPLATE_DELETED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Deleted Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -765,6 +830,7 @@ Triggered when a document is created from a template. This event fires alongside
   "event": "TEMPLATE_USED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Document from Template",
     "status": "DRAFT",
     "templateId": 10,
@@ -791,7 +857,8 @@ Triggered when a document is created from a template. This event fires alongside
 | `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`         | Owner or team member deletes document        | Document cancelled or deleted                                |
+| `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
@@ -821,7 +888,7 @@ When processing webhook events:
     **Process idempotently** — Webhooks may be retried, so handle duplicate events
   </Step>
   <Step>
-    **Respond quickly** — Return a 200 status code within 30 seconds
+    **Respond quickly** — Return a `2xx` status code within 10 seconds
   </Step>
 </Steps>
 

apps/docs/content/docs/developers/webhooks/index.mdx

@@ -42,12 +42,14 @@ 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"
       }
@@ -58,6 +60,8 @@ Documenso supports webhook events for the full document lifecycle (created, sent
 }
 ```
 
+`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

apps/docs/content/docs/developers/webhooks/setup.mdx

@@ -148,7 +148,7 @@ func main() {
 </Tabs>
 
 <Callout type="warn">
-  Always respond with a `200 OK` status within 30 seconds. Documenso will retry failed deliveries.
+  Always respond with a `2xx` status within 10 seconds. Documenso will retry failed deliveries according to the configured background-job provider.
 </Callout>
 
 ## Configuring Webhooks in Documenso via the Dashboard
@@ -184,7 +184,7 @@ Fill in the following fields:
 
 | Field | Description |
 | ----- | ----------- |
-| **Webhook URL** | The HTTPS endpoint that will receive webhook events |
+| **Webhook URL** | The HTTP or 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>
@@ -202,12 +202,21 @@ Your webhook endpoint must meet these requirements:
 
 | Requirement | Details |
 | ----------- | ------- |
-| **Protocol** | HTTPS required (HTTP not allowed in production) |
-| **Response** | Must return `2xx` status code within 30 seconds |
+| **Protocol** | HTTP and HTTPS are accepted; use HTTPS in production |
+| **Response** | Must return a `2xx` status code within 10 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>
@@ -225,7 +234,8 @@ When creating a webhook, you can subscribe to one or more events:
 | `DOCUMENT_RECIPIENT_COMPLETED` | A recipient completes their required action |
 | `DOCUMENT_COMPLETED` | All recipients have completed their actions |
 | `DOCUMENT_REJECTED` | A recipient rejects the document |
-| `DOCUMENT_CANCELLED` | The document owner deletes 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 |
@@ -318,17 +328,17 @@ Documenso will attempt to deliver the same payload again
 
 ## Retry Policy
 
-When a webhook delivery fails (non-2xx response or timeout), Documenso automatically retries with exponential backoff:
+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`.
 
-| Attempt | Delay |
-| ------- | ----- |
-| 1 | Immediate |
-| 2 | 1 minute |
-| 3 | 5 minutes |
-| 4 | 30 minutes |
-| 5 | 2 hours |
+For self-hosted deployments, retries are handled by the background-job provider selected with `NEXT_PRIVATE_JOBS_PROVIDER`:
 
-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.
+| 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.
 
 <Callout type="warn">
   If your endpoint consistently fails, consider reviewing your server logs and ensuring your endpoint meets all [URL requirements](#webhook-url-requirements).

apps/docs/content/docs/developers/webhooks/verification.mdx

@@ -255,6 +255,7 @@ const validEvents = [
   'DOCUMENT_REJECTED',
   'DOCUMENT_CANCELLED',
   'DOCUMENT_REMINDER_SENT',
+  'RECIPIENT_EXPIRED',
   'TEMPLATE_CREATED',
   'TEMPLATE_UPDATED',
   'TEMPLATE_DELETED',

apps/docs/content/docs/policies/enterprise-edition.mdx

@@ -76,6 +76,8 @@ 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>
 
@@ -197,7 +199,7 @@ 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. Configure Enterprise features with support assistance
+    4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
 
   </Step>
   <Step>
@@ -238,6 +240,7 @@ 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

apps/docs/content/docs/policies/fair-use.mdx

@@ -41,12 +41,17 @@ When a limit is reached, requests return a `429 Too Many Requests` response with
 
 | Action | Limit | Window |
 | --- | --- | --- |
-| API requests (v1 and v2) | 100 requests | 1 minute |
+| API requests (v1 and v2) | 1000 requests | 1 minute |
 | File uploads | 20 requests | 1 minute |
 | AI features | 3 requests | 1 minute |
 
 Authentication endpoints (login, signup, password reset, etc.) are also rate-limited to protect against abuse.
 
+<Callout type="info">
+  The API request limit above is the global per-IP ceiling. Individual organisations also have their
+  own rate limits, which may be configured below this value.
+</Callout>
+
 <Callout type="info">
   Rate limits may vary by plan. Enterprise plans can include higher or custom limits. Contact
   [sales](https://documen.so/sales) for details.

apps/docs/content/docs/self-hosting/configuration/email.mdx

@@ -278,7 +278,9 @@ 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 [Mailhog](https://github.com/mailhog/MailHog) or [Mailpit](https://github.com/axllent/mailpit):
+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:
 
 ```bash
 # Using Docker

apps/docs/content/docs/self-hosting/configuration/environment.mdx

@@ -86,6 +86,21 @@ 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
@@ -257,6 +272,12 @@ For detailed certificate setup, see [Signing Certificate](/docs/self-hosting/con
 | `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` |
 
@@ -288,6 +309,44 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 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"
+```
+
 ---
 
 ## AI Features
@@ -384,11 +443,11 @@ 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.
+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.
 
 | Variable                             | Description                                      |
 | ------------------------------------ | ------------------------------------------------ |
-| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features              |
+| `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_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 |
@@ -431,6 +490,16 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 # 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"
 ```
 
 ---
@@ -441,4 +510,5 @@ 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

apps/docs/content/docs/self-hosting/configuration/index.mdx

@@ -29,6 +29,11 @@ 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

apps/docs/content/docs/self-hosting/configuration/license.mdx

@@ -0,0 +1,107 @@
+---
+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

apps/docs/content/docs/self-hosting/configuration/meta.json

@@ -2,12 +2,14 @@
   "title": "Configuration",
   "pages": [
     "environment",
+    "license",
     "database",
     "email",
     "storage",
     "background-jobs",
     "signing-certificate",
     "telemetry",
+    "organisation-limits",
     "advanced"
   ]
 }

apps/docs/content/docs/self-hosting/configuration/organisation-limits.mdx

@@ -0,0 +1,111 @@
+---
+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

apps/docs/content/docs/self-hosting/configuration/signing-certificate/csc-qes.mdx

@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
 
 ### Enterprise Edition license
 
-CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
+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>

apps/docs/content/docs/self-hosting/deployment/docker-compose.mdx

@@ -163,6 +163,19 @@ NEXT_PUBLIC_DISABLE_SIGNUP=false
 # 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>

apps/docs/content/docs/self-hosting/deployment/docker.mdx

@@ -112,6 +112,12 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
 | `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`                   |
 
 For the complete list, see [Environment Variables](/docs/self-hosting/configuration/environment).
 

apps/docs/content/docs/self-hosting/deployment/kubernetes.mdx

@@ -235,7 +235,7 @@ spec:
 ```
 
 <Callout type="info">
-  Pin to a specific image tag (e.g., `documenso/documenso:1.5.0`) in production instead of `latest`
+  Pin to a specific image tag (e.g., `documenso/documenso:<version>`) in production instead of `latest`
   to ensure predictable deployments.
 </Callout>
 

apps/docs/content/docs/self-hosting/deployment/manual.mdx

@@ -14,8 +14,8 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
 
 ## Prerequisites
 
-- Node.js 20 or later
-- npm
+- Node.js 22 or later
+- npm 11 or later
 - PostgreSQL 14 or later
 - A Linux server (for systemd service setup)
 

apps/docs/content/docs/self-hosting/deployment/railway.mdx

@@ -159,6 +159,12 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS=noreply@yourdomain.com
 | `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_PRIVATE_SIGNING_PASSPHRASE`     | Passphrase for signing certificate                     | -       |
 | `DOCUMENSO_DISABLE_TELEMETRY`     | Disable anonymous telemetry        | `false` |
 

apps/docs/content/docs/self-hosting/getting-started/quick-start.mdx

@@ -124,12 +124,16 @@ docker compose -f docker/development/compose.yml exec database \
 
 The quick start setup runs the following containers:
 
-| Container   | Purpose                          | Port  |
-| ----------- | -------------------------------- | ----- |
-| `documenso` | Main application                 | 3000  |
-| `database`  | PostgreSQL database              | 54320 |
-| `maildev`   | Local email testing server       | 2500  |
-| `minio`     | S3-compatible storage (optional) | 9000  |
+| Container   | Purpose                              | Port                          |
+| ----------- | ------------------------------------ | ----------------------------- |
+| `documenso` | Main application                     | 3000                          |
+| `database`  | PostgreSQL database                  | 54320                         |
+| `inbucket`  | Local email testing server           | 9000 (web UI), 2500 (SMTP)    |
+| `redis`     | Cache and background job queue       | 63790                         |
+| `minio`     | S3-compatible storage                | 9002 (API), 9001 (console)    |
+| `gotenberg` | Document conversion (optional)       | 3005                          |
+
+The local email server is [Inbucket](https://www.inbucket.org/). Open its web UI at [http://localhost:9000](http://localhost:9000) to view emails Documenso sends during development. For your own deployment you can use any SMTP-compatible mailserver, such as Inbucket, [Mailpit](https://github.com/axllent/mailpit), or [Mailhog](https://github.com/mailhog/MailHog).
 
 ## Useful Commands
 

apps/docs/content/docs/self-hosting/getting-started/requirements.mdx

@@ -141,8 +141,8 @@ If building from source (not using Docker images):
 
 | Requirement | Version |
 | ----------- | ------- |
-| Node.js     | 18+     |
-| npm         | 8+      |
+| Node.js     | 22+     |
+| npm         | 11+     |
 
 ---
 
@@ -169,7 +169,7 @@ Documenso runs on:
 | MySQL/MariaDB  | PostgreSQL-specific features required |
 | SQLite         | Not suitable for production workloads |
 | MongoDB        | Relational database required          |
-| Node.js < 18   | Modern JavaScript features required   |
+| Node.js < 22   | Modern JavaScript features required   |
 
 ---
 

apps/docs/content/docs/self-hosting/getting-started/tips.mdx

@@ -92,7 +92,7 @@ Use a specific version tag in production:
 
 ```bash
 # Good — predictable, reproducible
-docker pull documenso/documenso:1.8.0
+docker pull documenso/documenso:<version>
 
 # Risky — may pull breaking changes
 docker pull documenso/documenso:latest

apps/docs/content/docs/self-hosting/index.mdx

@@ -27,6 +27,14 @@ import { Callout } from 'fumadocs-ui/components/callout';
   Please see all the [requirements](/docs/self-hosting/getting-started/requirements) before proceeding.
 </Callout>
 
+<Callout type="warn">
+  **You are responsible for your own network security.** Documenso applies best-effort, non-exhaustive
+  checks to outbound requests such as webhooks, but these are not a complete SSRF mitigation and they
+  fail open. A self-hosted instance can reach internal addresses on your network. Restricting outbound
+  traffic, egress filtering, and blocking access to internal services and cloud metadata endpoints is
+  your responsibility through your firewall and network configuration.
+</Callout>
+
 ---
 
 ## Deployment Options
@@ -133,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
 
 Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
 
-See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
+See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
 
 ---
 

apps/docs/content/docs/self-hosting/maintenance/upgrades.mdx

@@ -165,10 +165,10 @@ See [Backups](/docs/self-hosting/maintenance/backups) for automated backup strat
 ### Pull the new image
 
 ```bash
-docker pull documenso/documenso:1.6.0
+docker pull documenso/documenso:<version>
 ```
 
-Replace `1.6.0` with your target version.
+Replace `<version>` with your target version.
 
 </Step>
 <Step>
@@ -189,7 +189,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:1.6.0
+  documenso/documenso:<version>
 ```
 
 </Step>
@@ -223,14 +223,14 @@ Edit `compose.yml` or your `.env` file to specify the new version:
 ```yaml
 services:
   documenso:
-    image: documenso/documenso:1.6.0
+    image: documenso/documenso:<version>
 ```
 
 Or if using environment variable substitution:
 
 ```bash
 # In .env
-DOCUMENSO_VERSION=1.6.0
+DOCUMENSO_VERSION=<version>
 ```
 
 ```yaml
@@ -283,7 +283,7 @@ Edit the deployment directly:
 
 ```bash
 kubectl set image deployment/documenso \
-  documenso=documenso/documenso:1.6.0 \
+  documenso=documenso/documenso:<version> \
   -n documenso
 ```
 
@@ -295,7 +295,7 @@ spec:
     spec:
       containers:
         - name: documenso
-          image: documenso/documenso:1.6.0
+          image: documenso/documenso:<version>
 ```
 
 Then apply:
@@ -421,12 +421,12 @@ To run migrations manually before upgrading:
 
 ```bash
 # Pull the new image
-docker pull documenso/documenso:1.6.0
+docker pull documenso/documenso:<version>
 
 # Run migrations only
 docker run --rm \
   -e NEXT_PRIVATE_DATABASE_URL="postgresql://user:password@host:5432/documenso" \
-  documenso/documenso:1.6.0 \
+  documenso/documenso:<version> \
   npx prisma migrate deploy
 ```
 
@@ -516,7 +516,7 @@ docker run -d \
   -p 3000:3000 \
   --env-file .env \
   -v /path/to/cert.p12:/opt/documenso/cert.p12:ro \
-  documenso/documenso:1.5.0
+  documenso/documenso:<previous-version>
 ```
 
 </Tab>

apps/docs/package.json

@@ -29,7 +29,7 @@
     "@types/node": "^25.1.0",
     "@types/react": "^19.2.10",
     "@types/react-dom": "^19.2.3",
-    "postcss": "^8.5.14",
+    "postcss": "^8.5.19",
     "tailwindcss": "^4.1.18",
     "typescript": "^5.9.3"
   }

apps/docs/src/app/global.css

@@ -83,7 +83,7 @@
   --accent: hsl(0 0% 27.8431%);
   --accent-foreground: hsl(95.0847 71.0843% 67.451%);
   --destructive: hsl(0 86.5979% 61.9608%);
-  --destructive-foreground: hsl(0 87.6289% 19.0196%);
+  --destructive-foreground: hsl(0 0% 98.0392%);
   --border: hsl(0 0% 27.8431%);
   --input: hsl(0 0% 27.8431%);
   --ring: hsl(95.0847 71.0843% 67.451%);

apps/docs/src/components/mdx/envelope-warning.tsx

@@ -0,0 +1,19 @@
+import { Callout } from 'fumadocs-ui/components/callout';
+
+const MIGRATION_GUIDE_HREF = '/docs/developers/api/migrate-to-envelopes';
+
+/**
+ * Deprecation banner steering API consumers away from the legacy document and
+ * template create endpoints and towards the unified Envelope API.
+ *
+ * Registered globally in `mdx-components.tsx`, so it can be used in any MDX page
+ * as `<EnvelopeWarning />` without an explicit import.
+ */
+export function EnvelopeWarning() {
+  return (
+    <Callout type="error">
+      <strong>Documents and templates are being deprecated and replaced by envelopes.</strong>{' '}
+      <a href={MIGRATION_GUIDE_HREF}>Read the migration guide here.</a>
+    </Callout>
+  );
+}

apps/docs/src/mdx-components.tsx

@@ -1,6 +1,7 @@
 import * as TabsComponents from 'fumadocs-ui/components/tabs';
 import defaultMdxComponents from 'fumadocs-ui/mdx';
 import type { MDXComponents } from 'mdx/types';
+import { EnvelopeWarning } from '@/components/mdx/envelope-warning';
 import { Mermaid } from '@/components/mdx/mermaid';
 
 // eslint-disable-next-line @typescript-eslint/no-explicit-any
@@ -9,6 +10,7 @@ export function getMDXComponents(components?: MDXComponents): any {
     ...defaultMdxComponents,
     ...TabsComponents,
     Mermaid,
+    EnvelopeWarning,
     ...components,
   };
 }

apps/remix/Dockerfile

@@ -1,22 +0,0 @@
-FROM node:20-alpine AS development-dependencies-env
-COPY . /app
-WORKDIR /app
-RUN npm ci
-
-FROM node:20-alpine AS production-dependencies-env
-COPY ./package.json package-lock.json /app/
-WORKDIR /app
-RUN npm ci --omit=dev
-
-FROM node:20-alpine AS build-env
-COPY . /app/
-COPY --from=development-dependencies-env /app/node_modules /app/node_modules
-WORKDIR /app
-RUN npm run build
-
-FROM node:20-alpine
-COPY ./package.json package-lock.json /app/
-COPY --from=production-dependencies-env /app/node_modules /app/node_modules
-COPY --from=build-env /app/build /app/build
-WORKDIR /app
-CMD ["npm", "run", "start"]

apps/remix/README.md

@@ -1,100 +1,14 @@
-# Welcome to React Router!
+# @documenso/remix
 
-A modern, production-ready template for building full-stack React applications using React Router.
+The main Documenso web application. Built with [React Router v7](https://reactrouter.com/) and served by a [Hono](https://hono.dev/) server.
 
-[![Open in StackBlitz](https://developer.stackblitz.com/img/open_in_stackblitz.svg)](https://stackblitz.com/github/remix-run/react-router-templates/tree/main/default)
+This package is part of the Documenso monorepo and is not meant to be run standalone. Use the root scripts instead.
 
-## Features
-
-- 🚀 Server-side rendering
-- ⚡️ Hot Module Replacement (HMR)
-- 📦 Asset bundling and optimization
-- 🔄 Data loading and mutations
-- 🔒 TypeScript by default
-- 🎉 TailwindCSS for styling
-- 📖 [React Router docs](https://reactrouter.com/)
-
-## Getting Started
-
-### Installation
-
-Install the dependencies:
-
-```bash
-npm install
-```
-
-### Development
-
-Start the development server with HMR:
+- Local development: see the [root README](../../README.md) and the [Local Development docs](https://docs.documenso.com/docs/developers/local-development).
+- Self-hosting and deployment: see the [Self-Hosting docs](https://docs.documenso.com/docs/self-hosting).
+- Architecture overview: see [ARCHITECTURE.md](../../ARCHITECTURE.md).
 
 ```bash
+# From the monorepo root
 npm run dev
 ```
-
-Your application will be available at `http://localhost:5173`.
-
-## Building for Production
-
-Create a production build:
-
-```bash
-npm run build
-```
-
-## Deployment
-
-### Docker Deployment
-
-This template includes three Dockerfiles optimized for different package managers:
-
-- `Dockerfile` - for npm
-- `Dockerfile.pnpm` - for pnpm
-- `Dockerfile.bun` - for bun
-
-To build and run using Docker:
-
-```bash
-# For npm
-docker build -t my-app .
-
-# For pnpm
-docker build -f Dockerfile.pnpm -t my-app .
-
-# For bun
-docker build -f Dockerfile.bun -t my-app .
-
-# Run the container
-docker run -p 3000:3000 my-app
-```
-
-The containerized application can be deployed to any platform that supports Docker, including:
-
-- AWS ECS
-- Google Cloud Run
-- Azure Container Apps
-- Digital Ocean App Platform
-- Fly.io
-- Railway
-
-### DIY Deployment
-
-If you're familiar with deploying Node applications, the built-in app server is production-ready.
-
-Make sure to deploy the output of `npm run build`
-
-```
-├── package.json
-├── package-lock.json (or pnpm-lock.yaml, or bun.lockb)
-├── build/
-│   ├── client/    # Static assets
-│   └── server/    # Server-side code
-```
-
-## Styling
-
-This template comes with [Tailwind CSS](https://tailwindcss.com/) already configured for a simple default starting experience. You can use whatever CSS framework you prefer.
-
----
-
-Built with ❤️ using React Router.

apps/remix/app/components/dialogs/branding-preferences-reset-dialog.tsx

@@ -0,0 +1,119 @@
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Trans } from '@lingui/react/macro';
+import { useState } from 'react';
+
+export type BrandingPreferencesResetDialogProps = {
+  hasAdvancedBranding: boolean;
+  isSubmitting: boolean;
+  onReset: () => Promise<void>;
+  trigger?: React.ReactNode;
+};
+
+export const BrandingPreferencesResetDialog = ({
+  hasAdvancedBranding,
+  isSubmitting,
+  onReset,
+  trigger,
+}: BrandingPreferencesResetDialogProps) => {
+  const [open, setOpen] = useState(false);
+  const [isResetting, setIsResetting] = useState(false);
+
+  const isLoading = isSubmitting || isResetting;
+
+  const handleResetToDefaults = async () => {
+    setIsResetting(true);
+
+    try {
+      await onReset();
+      setOpen(false);
+    } catch {
+      // The submit handler surfaces its own error toast. Keep the dialog open
+      // so the user can retry.
+    } finally {
+      setIsResetting(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Reset branding preferences</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              This will reset all branding preferences to their default values and save the changes immediately.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will be reset:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              <li>
+                <Trans>Custom branding enabled setting</Trans>
+              </li>
+              <li>
+                <Trans>Branding logo</Trans>
+              </li>
+              <li>
+                <Trans>Brand website and brand details</Trans>
+              </li>
+              <li>
+                <Trans>Brand colours, including background, foreground, primary, and border colours</Trans>
+              </li>
+
+              {hasAdvancedBranding && (
+                <>
+                  <li>
+                    <Trans>Border radius</Trans>
+                  </li>
+                  <li>
+                    <Trans>Custom CSS</Trans>
+                  </li>
+                </>
+              )}
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isLoading}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/document-preferences-reset-dialog.tsx

@@ -0,0 +1,141 @@
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Trans } from '@lingui/react/macro';
+import { useState } from 'react';
+
+export type DocumentPreferencesResetDialogProps = {
+  isSubmitting: boolean;
+  onReset: () => Promise<void>;
+  showAiFeatures?: boolean;
+  showDocumentVisibility?: boolean;
+  showIncludeSenderDetails?: boolean;
+};
+
+export const DocumentPreferencesResetDialog = ({
+  isSubmitting,
+  onReset,
+  showAiFeatures = false,
+  showDocumentVisibility = false,
+  showIncludeSenderDetails = false,
+}: DocumentPreferencesResetDialogProps) => {
+  const [open, setOpen] = useState(false);
+  const [isResetting, setIsResetting] = useState(false);
+
+  const isLoading = isSubmitting || isResetting;
+
+  const handleResetToDefaults = async () => {
+    setIsResetting(true);
+
+    try {
+      await onReset();
+      setOpen(false);
+    } catch {
+      // The submit handler surfaces its own error toast. Keep the dialog open
+      // so the user can retry.
+    } finally {
+      setIsResetting(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
+          <Trans>Reset to defaults</Trans>
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Reset document preferences</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              This will reset all document preferences to their default values and save the changes immediately.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will be reset:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              {showDocumentVisibility && (
+                <li>
+                  <Trans>Default document visibility</Trans>
+                </li>
+              )}
+              <li>
+                <Trans>Default document language</Trans>
+              </li>
+              <li>
+                <Trans>Default date format</Trans>
+              </li>
+              <li>
+                <Trans>Default time zone</Trans>
+              </li>
+              <li>
+                <Trans>Default signature settings</Trans>
+              </li>
+              {showIncludeSenderDetails && (
+                <li>
+                  <Trans>Send on behalf of team</Trans>
+                </li>
+              )}
+              <li>
+                <Trans>Include the signing certificate in the document</Trans>
+              </li>
+              <li>
+                <Trans>Include the audit logs in the document</Trans>
+              </li>
+              <li>
+                <Trans>Default recipients</Trans>
+              </li>
+              <li>
+                <Trans>Delegate document ownership</Trans>
+              </li>
+              <li>
+                <Trans>Default envelope expiration</Trans>
+              </li>
+              <li>
+                <Trans>Default signing reminders</Trans>
+              </li>
+              {showAiFeatures && (
+                <li>
+                  <Trans>AI features</Trans>
+                </li>
+              )}
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isLoading}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-create-dialog.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -23,7 +24,7 @@ import { useParams } from 'react-router';
 import { z } from 'zod';
 
 const ZCreateFolderFormSchema = z.object({
-  name: z.string().min(1, { message: 'Folder name is required' }),
+  name: ZNameSchema,
 });
 
 type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -65,7 +66,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
       toast({
         description: t`Folder created successfully`,
       });
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: t`Failed to create folder`,
         description: t`An unknown error occurred while creating the folder.`,

apps/remix/app/components/dialogs/folder-delete-dialog.tsx

@@ -122,7 +122,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

apps/remix/app/components/dialogs/folder-update-dialog.tsx

@@ -1,5 +1,6 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,8 +24,6 @@ import { useEffect } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
-
 export type FolderUpdateDialogProps = {
   folder: TFolderWithSubfolders | null;
   isOpen: boolean;
@@ -32,7 +31,7 @@ export type FolderUpdateDialogProps = {
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 export const ZUpdateFolderFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
   visibility: z.nativeEnum(DocumentVisibility).optional(),
 });
 
@@ -40,7 +39,6 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
 
 export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
   const { t } = useLingui();
-  const team = useOptionalCurrentTeam();
 
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();

apps/remix/app/components/dialogs/organisation-create-dialog.tsx

@@ -336,7 +336,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
         >
           <div className="w-full text-left">
             <div className="flex items-center justify-between">
-              <p className="text-medium">
+              <p className="font-medium">
                 <Trans context="Plan price">Free</Trans>
               </p>
 

apps/remix/app/components/dialogs/organisation-email-domain-delete-dialog.tsx

@@ -115,7 +115,7 @@ export const OrganisationEmailDomainDeleteDialog = ({
                     <FormLabel>
                       <Trans>
                         Confirm by typing{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

apps/remix/app/components/dialogs/organisation-member-invite-dialog.tsx

@@ -370,7 +370,7 @@ export const OrganisationMemberInviteDialog = ({ trigger, ...props }: Organisati
                           <button
                             type="button"
                             className={cn(
-                              'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                              'inline-flex h-10 w-10 items-center justify-start text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
                               index === 0 ? 'mt-8' : 'mt-0',
                             )}
                             disabled={organisationMemberInvites.length === 1}

apps/remix/app/components/dialogs/passkey-create-dialog.tsx

@@ -1,5 +1,6 @@
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,14 +26,13 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 import { z } from 'zod';
-
 export type PasskeyCreateDialogProps = {
   trigger?: React.ReactNode;
   onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZCreatePasskeyFormSchema = z.object({
-  passkeyName: z.string().min(3),
+  passkeyName: ZNameSchema,
 });
 
 type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;

apps/remix/app/components/dialogs/team-email-update-dialog.tsx

@@ -1,4 +1,5 @@
 import { trpc } from '@documenso/trpc/react';
+import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -19,16 +20,16 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
-import { z } from 'zod';
+import type { z } from 'zod';
 
 export type TeamEmailUpdateDialogProps = {
   teamEmail: TeamEmail;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-const ZUpdateTeamEmailFormSchema = z.object({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
-});
+const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
+  data: true,
+}).shape.data;
 
 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
 
@@ -44,6 +45,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
     defaultValues: {
       name: teamEmail.name,
     },
+    mode: 'onSubmit',
   });
 
   const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();

apps/remix/app/components/dialogs/token-create-dialog.tsx

@@ -0,0 +1,250 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
+import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import type { z } from 'zod';
+
+import { useCurrentTeam } from '~/providers/team';
+
+const NEVER_EXPIRE = 'NEVER' as const;
+
+export const EXPIRATION_DATES = {
+  ONE_WEEK: msg`7 days`,
+  ONE_MONTH: msg`1 month`,
+  THREE_MONTHS: msg`3 months`,
+  SIX_MONTHS: msg`6 months`,
+  ONE_YEAR: msg`12 months`,
+  [NEVER_EXPIRE]: msg`Never`,
+} as const;
+
+const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
+  tokenName: true,
+  expirationDate: true,
+});
+
+type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
+
+export type TokenCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TokenCreateDialog = ({ trigger, ...props }: TokenCreateDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useCurrentTeam();
+
+  const [open, setOpen] = useState(false);
+  const [createdToken, setCreatedToken] = useState<string | null>(null);
+
+  const form = useForm<TCreateTokenFormSchema>({
+    resolver: zodResolver(ZCreateTokenFormSchema),
+    defaultValues: {
+      tokenName: '',
+      expirationDate: 'THREE_MONTHS',
+    },
+  });
+
+  const { mutateAsync: createToken } = trpc.apiToken.create.useMutation();
+
+  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
+    try {
+      const { token } = await createToken({
+        teamId: team.id,
+        tokenName,
+        expirationDate: expirationDate === NEVER_EXPIRE ? null : expirationDate,
+      });
+
+      setCreatedToken(token);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
+        .otherwise(() => msg`Something went wrong. Please try again later.`);
+
+      toast({
+        title: _(msg`An error occurred`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (open) {
+      form.reset();
+      setCreatedToken(null);
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)} {...props}>
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button className="flex-shrink-0">
+            <Trans>Create token</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent
+        className="max-w-lg"
+        position="center"
+        onInteractOutside={(event) => {
+          // Prevent losing the created token by accidentally clicking outside the dialog.
+          if (createdToken) {
+            event.preventDefault();
+          }
+        }}
+      >
+        {createdToken ? (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Token created</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Copy your token now. For security reasons you will not be able to see it again.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <div className="relative">
+              <Input
+                className="pr-12 font-mono text-sm"
+                aria-label={_(msg`Your new API token`)}
+                name="createdToken"
+                readOnly
+                value={createdToken}
+              />
+              <div className="absolute top-0 right-2 bottom-0 flex items-center justify-center">
+                <CopyTextButton
+                  value={createdToken}
+                  onCopySuccess={() => toast({ title: _(msg`Token copied to clipboard`) })}
+                />
+              </div>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" onClick={() => setOpen(false)}>
+                <Trans>Done</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        ) : (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Create API token</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Use API tokens to authenticate with the Documenso API.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onSubmit)}>
+                <fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
+                  <FormField
+                    control={form.control}
+                    name="tokenName"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel required>
+                          <Trans>Name</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Input className="bg-background" {...field} />
+                        </FormControl>
+
+                        <FormDescription>
+                          <Trans>A name to help you identify this token later.</Trans>
+                        </FormDescription>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name="expirationDate"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel>
+                          <Trans>Expires in</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Select value={field.value ?? NEVER_EXPIRE} onValueChange={field.onChange}>
+                            <SelectTrigger className="bg-background">
+                              <SelectValue />
+                            </SelectTrigger>
+
+                            <SelectContent>
+                              {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
+                                <SelectItem key={key} value={key}>
+                                  {_(date)}
+                                </SelectItem>
+                              ))}
+                            </SelectContent>
+                          </Select>
+                        </FormControl>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <DialogFooter>
+                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                      <Trans>Cancel</Trans>
+                    </Button>
+
+                    <Button type="submit" loading={form.formState.isSubmitting}>
+                      <Trans>Create token</Trans>
+                    </Button>
+                  </DialogFooter>
+                </fieldset>
+              </form>
+            </Form>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/token-delete-dialog.tsx

@@ -105,7 +105,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
-            <Trans>Are you sure you want to delete this token?</Trans>
+            <Trans>Delete token</Trans>
           </DialogTitle>
 
           <DialogDescription>
@@ -126,7 +126,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
 
@@ -139,21 +139,18 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
               />
 
               <DialogFooter>
-                <div className="flex w-full flex-nowrap gap-4">
-                  <Button type="button" variant="secondary" className="flex-1" onClick={() => setIsOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
+                <Button type="button" variant="secondary" onClick={() => setIsOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
 
-                  <Button
-                    type="submit"
-                    variant="destructive"
-                    className="flex-1"
-                    disabled={!form.formState.isValid}
-                    loading={form.formState.isSubmitting}
-                  >
-                    <Trans>I'm sure! Delete it</Trans>
-                  </Button>
-                </div>
+                <Button
+                  type="submit"
+                  variant="destructive"
+                  disabled={!form.formState.isValid}
+                  loading={form.formState.isSubmitting}
+                >
+                  <Trans>Delete</Trans>
+                </Button>
               </DialogFooter>
             </fieldset>
           </form>

apps/remix/app/components/dialogs/webhook-delete-dialog.tsx

@@ -117,7 +117,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

apps/remix/app/components/embed/authoring/configure-fields-view.tsx

@@ -503,7 +503,7 @@ export const ConfigureFieldsView = ({
             {selectedField && (
               <div
                 className={cn(
-                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted-background',
+                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted',
                   selectedRecipientStyles.base,
                   {
                     '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,

apps/remix/app/components/forms/branding-preferences-form.tsx

@@ -1,7 +1,13 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import {
+  BRANDING_LOGO_ALLOWED_TYPES,
+  BRANDING_LOGO_MAX_SIZE_BYTES,
+  BRANDING_LOGO_MAX_SIZE_MB,
+} from '@documenso/lib/constants/branding';
 import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
 import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
+import { normalizeBrandingColors } from '@documenso/lib/utils/normalize-branding-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Button } from '@documenso/ui/primitives/button';
@@ -18,18 +24,21 @@ import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { BrandingPreferencesResetDialog } from '~/components/dialogs/branding-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';
 
-const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
-const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
+import { FormStickySaveBar } from './form-sticky-save-bar';
 
 const ZBrandingPreferencesFormSchema = z.object({
   brandingEnabled: z.boolean().nullable(),
   brandingLogo: z
     .instanceof(File)
-    .refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
-    .refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
+    .refine(
+      (file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
+      `File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
+    )
+    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
     .nullish(),
   brandingUrl: z.string().url().optional().or(z.literal('')),
   brandingCompanyDetails: z.string().max(500).optional(),
@@ -67,42 +76,123 @@ export function BrandingPreferencesForm({
 
   const [previewUrl, setPreviewUrl] = useState<string>('');
   const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
+  const [colorPickerKey, setColorPickerKey] = useState(0);
 
   const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
   const initialColors = parsedColors.success ? parsedColors.data : {};
 
+  // The saved state the form maps to. Used both as the reactive `values` source and as
+  // the explicit target for a Reset (see handleReset).
+  const savedValues: TBrandingPreferencesFormSchema = {
+    brandingEnabled: settings.brandingEnabled ?? null,
+    brandingUrl: settings.brandingUrl ?? '',
+    brandingLogo: undefined,
+    brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
+    brandingColors: initialColors,
+    brandingCss: settings.brandingCss ?? '',
+  };
+
   const form = useForm<TBrandingPreferencesFormSchema>({
-    values: {
-      brandingEnabled: settings.brandingEnabled ?? null,
-      brandingUrl: settings.brandingUrl ?? '',
-      brandingLogo: undefined,
-      brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
-      brandingColors: initialColors,
-      brandingCss: settings.brandingCss ?? '',
-    },
+    values: savedValues,
     resolver: zodResolver(ZBrandingPreferencesFormSchema),
   });
 
   const isBrandingEnabled = form.watch('brandingEnabled');
 
+  const hasResetBrandingColors =
+    settings.brandingColors === null ||
+    settings.brandingColors === undefined ||
+    (parsedColors.success && normalizeBrandingColors(parsedColors.data) === null);
+
+  // Only show the reset action when the saved settings actually differ from the
+  // defaults, so it never renders as a pointless disabled button.
+  const isResetToDefaultsVisible =
+    settings.brandingEnabled !== (canInherit ? null : false) ||
+    !!settings.brandingLogo ||
+    !!settings.brandingUrl ||
+    !!settings.brandingCompanyDetails ||
+    !!settings.brandingCss ||
+    !hasResetBrandingColors;
+
+  const handleResetToDefaults = async () => {
+    const data: TBrandingPreferencesFormSchema = {
+      brandingEnabled: canInherit ? null : false,
+      brandingLogo: null,
+      brandingUrl: '',
+      brandingCompanyDetails: '',
+      brandingColors: {},
+      brandingCss: '',
+    };
+
+    await onFormSubmit(data);
+
+    if (previewUrl.startsWith('blob:')) {
+      URL.revokeObjectURL(previewUrl);
+    }
+
+    setPreviewUrl('');
+    setColorPickerKey((key) => key + 1);
+    form.reset(data);
+  };
+
+  const getSavedLogoPreviewUrl = () => {
+    if (!settings.brandingLogo) {
+      return '';
+    }
+
+    const file = JSON.parse(settings.brandingLogo);
+
+    if (!('type' in file) || !('data' in file)) {
+      return '';
+    }
+
+    const logoUrl =
+      context === 'Team'
+        ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+        : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
+
+    return `${logoUrl}?v=${Date.now()}`;
+  };
+
   useEffect(() => {
-    if (settings.brandingLogo) {
-      const file = JSON.parse(settings.brandingLogo);
+    const savedLogoPreviewUrl = getSavedLogoPreviewUrl();
 
-      if ('type' in file && 'data' in file) {
-        const logoUrl =
-          context === 'Team'
-            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
-            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
-
-        setPreviewUrl(logoUrl + '?v=' + Date.now());
-        setHasLoadedPreview(true);
-      }
+    if (savedLogoPreviewUrl) {
+      setPreviewUrl(savedLogoPreviewUrl);
     }
 
     setHasLoadedPreview(true);
   }, [settings.brandingLogo]);
 
+  // Reset the form to the saved values. The form is driven by the `values` prop (no
+  // `defaultValues`), so `reset()` with no argument doesn't re-baseline the dirty check;
+  // passing the saved values clears the per-field dirty tracking (dirtyFields).
+  const handleReset = () => {
+    setPreviewUrl(getSavedLogoPreviewUrl());
+    form.reset(savedValues);
+  };
+
+  // `formState.isDirty` is unreliable for a `values`-driven form: after a reset (or a
+  // save + refetch) it can stay true even though every field already matches its saved
+  // value and `dirtyFields` is empty. Derive the flag from `dirtyFields` instead so the
+  // sticky save bar reliably disappears.
+  const hasUnsavedChanges = Object.keys(form.formState.dirtyFields).length > 0;
+
+  // Re-baseline the form to the just-saved state after a successful submit. The `values`
+  // prop re-syncs most fields once the route refetches, but write-only fields (the logo
+  // is a File that isn't reflected back into `values`) would otherwise stay dirty and
+  // keep the save bar visible. Relies on the page handler rethrowing on error so we only
+  // re-baseline on success.
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      return;
+    }
+
+    form.reset(form.getValues());
+  });
+
   // Cleanup ObjectURL on unmount or when previewUrl changes
   useEffect(() => {
     return () => {
@@ -114,7 +204,7 @@ export function BrandingPreferencesForm({
 
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
         <fieldset className="flex h-full flex-col gap-y-4" disabled={form.formState.isSubmitting}>
           <FormField
             control={form.control}
@@ -167,7 +257,7 @@ export function BrandingPreferencesForm({
           />
 
           <div className="relative flex w-full flex-col gap-y-4">
-            {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
+            {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}
 
             <FormField
               control={form.control}
@@ -199,7 +289,7 @@ export function BrandingPreferencesForm({
                       <FormControl className="relative">
                         <Input
                           type="file"
-                          accept={ACCEPTED_FILE_TYPES.join(',')}
+                          accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
                           disabled={!isBrandingEnabled}
                           onChange={(e) => {
                             const file = e.target.files?.[0];
@@ -321,7 +411,7 @@ export function BrandingPreferencesForm({
 
           {hasAdvancedBranding && (
             <div className="relative flex w-full flex-col gap-y-6">
-              {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
+              {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}
 
               <div>
                 <FormLabel>
@@ -346,6 +436,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`background-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.background}
@@ -369,6 +460,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`foreground-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.foreground}
@@ -392,6 +484,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`primary-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.primary}
@@ -415,6 +508,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`primary-foreground-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
@@ -438,6 +532,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`border-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.border}
@@ -461,6 +556,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`ring-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.ring}
@@ -538,11 +634,20 @@ export function BrandingPreferencesForm({
             </div>
           )}
 
-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={hasUnsavedChanges}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={handleReset}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <BrandingPreferencesResetDialog
+                  hasAdvancedBranding={hasAdvancedBranding}
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                />
+              ) : undefined
+            }
+          />
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/document-preferences-form.tsx

@@ -11,17 +11,16 @@ import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } fr
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
 import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
-import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
+import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
+import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
 import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
 import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Form,
@@ -38,14 +37,15 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg, t } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
-import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
+import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
+import { FormStickySaveBar } from './form-sticky-save-bar';
 
 /**
  * Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -93,6 +93,26 @@ export type DocumentPreferencesFormProps = {
   onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };
 
+const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
+  const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
+
+  return {
+    documentVisibility: settings.documentVisibility,
+    documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
+    documentTimezone: settings.documentTimezone,
+    documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
+    includeSenderDetails: settings.includeSenderDetails,
+    includeSigningCertificate: settings.includeSigningCertificate,
+    includeAuditLog: settings.includeAuditLog,
+    signatureTypes: extractTeamSignatureSettings({ ...settings }),
+    defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
+    delegateDocumentOwnership: settings.delegateDocumentOwnership,
+    aiFeaturesEnabled: settings.aiFeaturesEnabled,
+    envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
+    reminderSettings: settings.reminderSettings ?? null,
+  };
+};
+
 export const DocumentPreferencesForm = ({
   settings,
   onFormSubmit,
@@ -113,7 +133,7 @@ export const DocumentPreferencesForm = ({
     documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
     documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
     documentTimezone: z.string().nullable(),
-    documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
+    documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
     includeSenderDetails: z.boolean().nullable(),
     includeSigningCertificate: z.boolean().nullable(),
     includeAuditLog: z.boolean().nullable(),
@@ -127,29 +147,48 @@ export const DocumentPreferencesForm = ({
     reminderSettings: ZEnvelopeReminderSettings.nullable(),
   });
 
+  const defaultValues = getDocumentPreferencesFormValues(settings);
+  const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
+  const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
+  const resetValues = {
+    ...baseResetValues,
+    aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
+  };
+
   const form = useForm<TDocumentPreferencesFormSchema>({
-    defaultValues: {
-      documentVisibility: settings.documentVisibility,
-      documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
-      documentTimezone: settings.documentTimezone,
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
-      includeSenderDetails: settings.includeSenderDetails,
-      includeSigningCertificate: settings.includeSigningCertificate,
-      includeAuditLog: settings.includeAuditLog,
-      signatureTypes: extractTeamSignatureSettings({ ...settings }),
-      defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
-      delegateDocumentOwnership: settings.delegateDocumentOwnership,
-      aiFeaturesEnabled: settings.aiFeaturesEnabled,
-      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
-      reminderSettings: settings.reminderSettings ?? null,
-    },
+    defaultValues,
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
   });
 
+  // Parse both sides through the schema so we compare canonical representations
+  const parsedCurrentValues = ZDocumentPreferencesFormSchema.safeParse(defaultValues);
+  const parsedResetValues = ZDocumentPreferencesFormSchema.safeParse(resetValues);
+
+  const isResetToDefaultsVisible =
+    !parsedCurrentValues.success ||
+    !parsedResetValues.success ||
+    JSON.stringify(parsedCurrentValues.data) !== JSON.stringify(parsedResetValues.data);
+
+  const handleResetToDefaults = async () => {
+    await onFormSubmit(resetValues);
+    form.reset(resetValues);
+  };
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
         <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {!isPersonalLayoutMode && (
             <FormField
@@ -756,11 +795,22 @@ export const DocumentPreferencesForm = ({
             />
           )}
 
-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <DocumentPreferencesResetDialog
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                  showAiFeatures={isAiFeaturesConfigured}
+                  showDocumentVisibility={!isPersonalLayoutMode}
+                  showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
+                />
+              ) : undefined
+            }
+          />
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/email-preferences-form.tsx

@@ -4,7 +4,6 @@ import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@
 import { zEmail } from '@documenso/lib/utils/zod';
 import { trpc } from '@documenso/trpc/react';
 import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
-import { Button } from '@documenso/ui/primitives/button';
 import {
   Form,
   FormControl,
@@ -22,6 +21,8 @@ import type { TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 const ZEmailPreferencesFormSchema = z.object({
   emailId: z.string().nullable(),
   emailReplyTo: zEmail().nullable(),
@@ -59,9 +60,21 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
 
   const emails = emailData?.data || [];
 
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
   return (
     <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
         <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {organisation.organisationClaim.flags.emailDomains && (
             <FormField
@@ -203,11 +216,11 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
             )}
           />
 
-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/email-transport-form.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import {
   Form,
   FormControl,
@@ -15,8 +16,8 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 const ZEmailTransportFormSchema = z.object({
-  name: z.string().min(1),
-  fromName: z.string().min(1),
+  name: ZNameSchema,
+  fromName: ZNameSchema,
   fromAddress: z.string().email(),
   type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
   host: z.string().optional(),

apps/remix/app/components/forms/form-sticky-save-bar.tsx

@@ -0,0 +1,126 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { AnimatePresence, motion } from 'framer-motion';
+import { AlertTriangleIcon } from 'lucide-react';
+import { type ReactNode, useEffect, useRef, useState } from 'react';
+
+export type FormStickySaveBarProps = {
+  isDirty: boolean;
+  isSubmitting: boolean;
+  onReset: () => void;
+  /**
+   * Slot for a "reset to defaults" action, rendered before the Undo button. Hidden while
+   * the bar is floating so it never appears in the unsaved-changes island.
+   */
+  resetToDefaults?: ReactNode;
+};
+
+/**
+ * A single `position: sticky` bar rendered at the bottom of the form.
+ *
+ * - When the form's end is on screen it settles into place as a plain footer (just the
+ *   Reset / Save buttons).
+ * - When the form's end is scrolled off, it sticks to the bottom of the viewport and
+ *   shows the "unsaved changes" pill chrome.
+ *
+ * Because it's the same element in the form's flow, it auto-aligns to the form and the
+ * float <-> dock hand-off is a native, scroll-linked transition (no measurement, no
+ * shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
+ * the pill chrome.
+ */
+export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
+  const { t } = useLingui();
+
+  const sentinelRef = useRef<HTMLDivElement>(null);
+  const [isStuck, setIsStuck] = useState(false);
+
+  useEffect(() => {
+    const sentinel = sentinelRef.current;
+
+    if (!sentinel) {
+      return;
+    }
+
+    // The sentinel sits at the bar's resting position (the end of the form). While the
+    // bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
+    // view); once you reach the form's end it comes into view and the bar settles.
+    const observer = new IntersectionObserver(
+      ([entry]) => {
+        setIsStuck(!entry.isIntersecting);
+      },
+      {
+        root: null,
+        rootMargin: '0px 0px -24px 0px',
+        threshold: 0,
+      },
+    );
+
+    observer.observe(sentinel);
+
+    return () => {
+      observer.disconnect();
+    };
+  }, []);
+
+  // Show the floating pill chrome only when there are unsaved changes AND the form's
+  // end is off screen.
+  const isFloating = isDirty && isStuck;
+
+  return (
+    <>
+      <div
+        data-testid="form-sticky-save-bar"
+        className={cn(
+          'z-40 flex min-h-9 min-w-0 items-center gap-x-2 rounded-lg py-4 transition-[margin,padding,background-color,border-color,box-shadow] duration-200 md:gap-x-4',
+          isDirty ? 'sticky bottom-6' : '',
+          // On mobile the docked and floating states are geometrically identical (only
+          // paint changes): a horizontal bleed there overflows the narrow viewport and
+          // fights the IntersectionObserver (oscillation + partial hiding). From `sm` up
+          // there's room, so we restore the original chrome — the island bleeds 8px past
+          // the form when floating, and the buttons sit flush with the fields when docked.
+          isFloating
+            ? 'border border-border bg-background px-4 shadow-2xl sm:-mx-2'
+            : 'border border-transparent bg-transparent px-4 shadow-none sm:px-0',
+        )}
+      >
+        <AnimatePresence initial={false}>
+          {isFloating && (
+            <motion.div
+              key="notice"
+              role="region"
+              aria-label={t`Unsaved changes`}
+              initial={{ opacity: 0 }}
+              animate={{ opacity: 1 }}
+              exit={{ opacity: 0 }}
+              transition={{ duration: 0.15 }}
+              className="flex min-h-9 min-w-0 items-center gap-x-2 text-sm"
+            >
+              <AlertTriangleIcon className="h-5 w-5 flex-shrink-0 text-destructive" />
+              <span className="font-medium text-xs md:text-sm">
+                <Trans>You have unsaved changes</Trans>
+              </span>
+            </motion.div>
+          )}
+        </AnimatePresence>
+
+        <div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
+          {!isFloating && resetToDefaults}
+
+          {isDirty && (
+            <Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
+              <Trans>Undo</Trans>
+            </Button>
+          )}
+
+          <Button type="submit" className="shrink-0" size="sm" loading={isSubmitting} disabled={!isDirty}>
+            <Trans>Save changes</Trans>
+          </Button>
+        </div>
+      </div>
+
+      {/* Sentinel: detects when the sticky bar is floating (stuck) vs settled (docked). */}
+      <div ref={sentinelRef} aria-hidden className="pointer-events-none h-px w-full" />
+    </>
+  );
+};

apps/remix/app/components/forms/organisation-update-form.tsx

@@ -4,7 +4,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateOrganisationRequestSchema } from '@documenso/trpc/server/organisation-router/update-organisation.types';
-import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -12,11 +11,12 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 const ZOrganisationUpdateFormSchema = ZUpdateOrganisationRequestSchema.shape.data.pick({
   name: true,
   url: true,
@@ -137,36 +137,11 @@ export const OrganisationUpdateForm = () => {
             )}
           />
 
-          <div className="flex flex-row justify-end space-x-4">
-            <AnimatePresence>
-              {form.formState.isDirty && (
-                <motion.div
-                  initial={{
-                    opacity: 0,
-                  }}
-                  animate={{
-                    opacity: 1,
-                  }}
-                  exit={{
-                    opacity: 0,
-                  }}
-                >
-                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
-                    <Trans>Reset</Trans>
-                  </Button>
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <Button
-              type="submit"
-              className="transition-opacity"
-              disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting}
-            >
-              <Trans>Update organisation</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/profile.tsx

@@ -1,5 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';

apps/remix/app/components/forms/signin.tsx

@@ -58,6 +58,7 @@ export type TSignInFormSchema = z.infer<typeof ZSignInFormSchema>;
 export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
+  isEmailPasswordSigninEnabled?: boolean;
   isGoogleSSOEnabled?: boolean;
   isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
@@ -68,6 +69,7 @@ export type SignInFormProps = {
 export const SignInForm = ({
   className,
   initialEmail,
+  isEmailPasswordSigninEnabled = true,
   isGoogleSSOEnabled,
   isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
@@ -324,66 +326,78 @@ export const SignInForm = ({
     <Form {...form}>
       <form className={cn('flex w-full flex-col gap-y-4', className)} onSubmit={form.handleSubmit(onFormSubmit)}>
         <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting || isPasskeyLoading}>
-          <FormField
-            control={form.control}
-            name="email"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Email</Trans>
-                </FormLabel>
+          {isEmailPasswordSigninEnabled && (
+            <>
+              <FormField
+                control={form.control}
+                name="email"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Email</Trans>
+                    </FormLabel>
 
-                <FormControl>
-                  <Input type="email" {...field} />
-                </FormControl>
+                    <FormControl>
+                      <Input type="email" {...field} />
+                    </FormControl>
 
-                <FormMessage />
-              </FormItem>
-            )}
-          />
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
 
-          <FormField
-            control={form.control}
-            name="password"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Password</Trans>
-                </FormLabel>
+              <FormField
+                control={form.control}
+                name="password"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Password</Trans>
+                    </FormLabel>
 
-                <FormControl>
-                  <PasswordInput {...field} />
-                </FormControl>
+                    <FormControl>
+                      <PasswordInput {...field} />
+                    </FormControl>
 
-                <FormMessage />
+                    <FormMessage />
 
-                <p className="mt-2 text-right">
-                  <Link to="/forgot-password" className="text-muted-foreground text-sm duration-200 hover:opacity-70">
-                    <Trans>Forgot your password?</Trans>
-                  </Link>
-                </p>
-              </FormItem>
-            )}
-          />
+                    <p className="mt-2 text-right">
+                      <Link
+                        to="/forgot-password"
+                        className="text-muted-foreground text-sm duration-200 hover:opacity-70"
+                      >
+                        <Trans>Forgot your password?</Trans>
+                      </Link>
+                    </p>
+                  </FormItem>
+                )}
+              />
 
-          {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
-            <Turnstile
-              ref={turnstileRef}
-              siteKey={turnstileSiteKey}
-              options={{
-                size: 'flexible',
-                appearance: 'always',
-              }}
-            />
+              {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
+                <Turnstile
+                  ref={turnstileRef}
+                  siteKey={turnstileSiteKey}
+                  options={{
+                    size: 'flexible',
+                    appearance: 'always',
+                  }}
+                />
+              )}
+
+              <Button
+                type="submit"
+                size="lg"
+                loading={isSubmitting}
+                className="dark:bg-documenso dark:hover:opacity-90"
+              >
+                {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
+              </Button>
+            </>
           )}
 
-          <Button type="submit" size="lg" loading={isSubmitting} className="dark:bg-documenso dark:hover:opacity-90">
-            {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
-          </Button>
-
           {!isEmbeddedRedirect && (
             <>
-              {hasSocialAuthEnabled && (
+              {isEmailPasswordSigninEnabled && hasSocialAuthEnabled && (
                 <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                   <div className="h-px flex-1 bg-border" />
                   <span className="bg-transparent text-muted-foreground">

apps/remix/app/components/forms/signup.tsx

@@ -1,8 +1,8 @@
 import communityCardsImage from '@documenso/assets/images/community-cards.png';
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -96,7 +96,7 @@ export const SignUpForm = ({
       password: '',
       signature: '',
     },
-    mode: 'onBlur',
+    mode: 'onChange',
     resolver: zodResolver(ZSignUpFormSchema),
   });
 

apps/remix/app/components/forms/team-update-form.tsx

@@ -2,7 +2,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateTeamRequestSchema } from '@documenso/trpc/server/team-router/update-team.types';
-import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -10,11 +9,12 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';
 
+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 export type UpdateTeamDialogProps = {
   teamId: number;
   teamName: string;
@@ -135,36 +135,11 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
             )}
           />
 
-          <div className="flex flex-row justify-end space-x-4">
-            <AnimatePresence>
-              {form.formState.isDirty && (
-                <motion.div
-                  initial={{
-                    opacity: 0,
-                  }}
-                  animate={{
-                    opacity: 1,
-                  }}
-                  exit={{
-                    opacity: 0,
-                  }}
-                >
-                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
-                    <Trans>Reset</Trans>
-                  </Button>
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <Button
-              type="submit"
-              className="transition-opacity"
-              disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting}
-            >
-              <Trans>Update team</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/forms/token.tsx

@@ -1,254 +0,0 @@
-import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
-import { Switch } from '@documenso/ui/primitives/switch';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { ApiToken } from '@prisma/client';
-import { AnimatePresence, motion } from 'framer-motion';
-import { useState } from 'react';
-import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
-import type { z } from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export const EXPIRATION_DATES = {
-  ONE_WEEK: msg`7 days`,
-  ONE_MONTH: msg`1 month`,
-  THREE_MONTHS: msg`3 months`,
-  SIX_MONTHS: msg`6 months`,
-  ONE_YEAR: msg`12 months`,
-} as const;
-
-const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
-  tokenName: true,
-  expirationDate: true,
-});
-
-type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
-
-type NewlyCreatedToken = {
-  id: number;
-  token: string;
-};
-
-export type ApiTokenFormProps = {
-  className?: string;
-  tokens?: Pick<ApiToken, 'id'>[];
-};
-
-export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
-  const [, copy] = useCopyToClipboard();
-
-  const team = useCurrentTeam();
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
-  const [noExpirationDate, setNoExpirationDate] = useState(false);
-
-  const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
-    onSuccess(data) {
-      setNewlyCreatedToken(data);
-    },
-  });
-
-  const form = useForm<TCreateTokenFormSchema>({
-    resolver: zodResolver(ZCreateTokenFormSchema),
-    defaultValues: {
-      tokenName: '',
-      expirationDate: '',
-    },
-  });
-
-  const copyToken = async (token: string) => {
-    try {
-      const copied = await copy(token);
-
-      if (!copied) {
-        throw new Error('Unable to copy the token');
-      }
-
-      toast({
-        title: _(msg`Token copied to clipboard`),
-        description: _(msg`The token was copied to your clipboard.`),
-      });
-    } catch (error) {
-      toast({
-        title: _(msg`Unable to copy token`),
-        description: _(msg`We were unable to copy the token to your clipboard. Please try again.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
-    try {
-      await createTokenMutation({
-        teamId: team.id,
-        tokenName,
-        expirationDate: noExpirationDate ? null : expirationDate,
-      });
-
-      toast({
-        title: _(msg`Token created`),
-        description: _(msg`A new token was created successfully.`),
-        duration: 5000,
-      });
-
-      form.reset();
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      const errorMessage = match(error.code)
-        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
-        .otherwise(() => msg`Something went wrong. Please try again later.`);
-
-      toast({
-        title: _(msg`An error occurred`),
-        description: _(errorMessage),
-        variant: 'destructive',
-        duration: 5000,
-      });
-    }
-  };
-
-  return (
-    <div className={cn(className)}>
-      <Form {...form}>
-        <form onSubmit={form.handleSubmit(onSubmit)}>
-          <fieldset className="mt-6 flex w-full flex-col gap-4" disabled={form.formState.isSubmitting}>
-            <FormField
-              control={form.control}
-              name="tokenName"
-              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel className="text-muted-foreground">
-                    <Trans>Token name</Trans>
-                  </FormLabel>
-
-                  <div className="flex items-center gap-x-4">
-                    <FormControl className="flex-1">
-                      <Input type="text" {...field} />
-                    </FormControl>
-                  </div>
-
-                  <FormDescription className="text-xs italic">
-                    <Trans>Please enter a meaningful name for your token. This will help you identify it later.</Trans>
-                  </FormDescription>
-
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
-
-            <div className="flex flex-col gap-4 md:flex-row">
-              <FormField
-                control={form.control}
-                name="expirationDate"
-                render={({ field }) => (
-                  <FormItem className="flex-1">
-                    <FormLabel className="text-muted-foreground">
-                      <Trans>Token expiration date</Trans>
-                    </FormLabel>
-
-                    <div className="flex items-center gap-x-4">
-                      <FormControl className="flex-1">
-                        <Select onValueChange={field.onChange} disabled={noExpirationDate}>
-                          <SelectTrigger className="w-full">
-                            <SelectValue placeholder={_(msg`Choose...`)} />
-                          </SelectTrigger>
-                          <SelectContent>
-                            {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
-                              <SelectItem key={key} value={key}>
-                                {_(date)}
-                              </SelectItem>
-                            ))}
-                          </SelectContent>
-                        </Select>
-                      </FormControl>
-                    </div>
-
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <div>
-                <FormLabel className="mt-2 text-muted-foreground">
-                  <Trans>Never expire</Trans>
-                </FormLabel>
-                <div className="block md:py-1.5">
-                  <Switch
-                    className="mt-2 bg-background"
-                    checked={noExpirationDate}
-                    onCheckedChange={setNoExpirationDate}
-                  />
-                </div>
-              </div>
-            </div>
-
-            <Button type="submit" className="hidden md:inline-flex" loading={form.formState.isSubmitting}>
-              <Trans>Create token</Trans>
-            </Button>
-
-            <div className="md:hidden">
-              <Button type="submit" loading={form.formState.isSubmitting}>
-                <Trans>Create token</Trans>
-              </Button>
-            </div>
-          </fieldset>
-        </form>
-      </Form>
-
-      <AnimatePresence>
-        {newlyCreatedToken && tokens && tokens.find((token) => token.id === newlyCreatedToken.id) && (
-          <motion.div
-            className="mt-8"
-            initial={{ opacity: 0, y: -40 }}
-            animate={{ opacity: 1, y: 0 }}
-            exit={{ opacity: 0, y: 40 }}
-          >
-            <Card gradient>
-              <CardContent className="p-4">
-                <p className="mt-2 text-muted-foreground text-sm">
-                  <Trans>
-                    Your token was created successfully! Make sure to copy it because you won't be able to see it again!
-                  </Trans>
-                </p>
-
-                <p className="my-4 rounded-md bg-muted-foreground/10 px-2.5 py-1 font-mono text-sm">
-                  {newlyCreatedToken.token}
-                </p>
-
-                <Button variant="outline" onClick={() => void copyToken(newlyCreatedToken.token)}>
-                  <Trans>Copy token</Trans>
-                </Button>
-              </CardContent>
-            </Card>
-          </motion.div>
-        )}
-      </AnimatePresence>
-    </div>
-  );
-};

apps/remix/app/components/general/admin-global-settings-section.tsx

@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
+import type { ReactNode } from 'react';
 
 import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 
@@ -25,38 +26,72 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
 type AdminGlobalSettingsSectionProps = {
   settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
   isTeam?: boolean;
+  /** When viewing a team, the parent organisation settings the team inherits from. */
+  inheritedSettings?: OrganisationGlobalSettings | null;
 };
 
-export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
+export const AdminGlobalSettingsSection = ({
+  settings,
+  isTeam = false,
+  inheritedSettings,
+}: AdminGlobalSettingsSectionProps) => {
   const { _ } = useLingui();
-  const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;
 
   if (!settings) {
     return null;
   }
 
-  const textValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const notSet = <Trans>Not set</Trans>;
+
+  const inheritedValue = (value: ReactNode) => {
+    if (!isTeam || value === null) {
+      return notSet;
     }
 
-    return value;
+    return (
+      <span className="flex items-center gap-1.5">
+        <span className="text-muted-foreground">
+          <Trans>Inherited</Trans>:
+        </span>
+        <span>{value}</span>
+      </span>
+    );
   };
 
-  const brandingTextValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined || value.trim() === '') {
-      return notSetLabel;
+  const textValue = (value: string | null | undefined, inherited?: string | null) => {
+    if (value && value.trim() !== '') {
+      return value;
     }
 
-    return value;
+    if (inherited && inherited.trim() !== '') {
+      return inheritedValue(inherited);
+    }
+
+    return notSet;
   };
 
-  const booleanValue = (value: boolean | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
+
+  const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
+    if (value !== null && value !== undefined) {
+      return booleanLabel(value);
     }
 
-    return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
+    return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
+  };
+
+  const visibilityLabel = (value: string | null | undefined) => {
+    return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
+  };
+
+  const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
+    const label = visibilityLabel(value);
+
+    if (label !== null) {
+      return label;
+    }
+
+    return inheritedValue(visibilityLabel(inherited));
   };
 
   const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -65,70 +100,82 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
     <div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
       <DetailsCard label={<Trans>Document visibility</Trans>}>
         <DetailsValue>
-          {settings.documentVisibility != null
-            ? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
-            : notSetLabel}
+          {visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
         </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document language</Trans>}>
-        <DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document timezone</Trans>}>
-        <DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Date format</Trans>}>
-        <DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include sender details</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include signing certificate</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include audit log</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Delegate document ownership</Trans>}>
-        <DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Typed signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Upload signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Draw signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding</Trans>}>
-        <DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding logo</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding URL</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding company details</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
+        <DetailsValue>
+          {textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Email reply-to</Trans>}>
-        <DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
       </DetailsCard>
 
       {isTeam && parsedEmailSettings.success && (
@@ -145,7 +192,7 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
       )}
 
       <DetailsCard label={<Trans>AI features</Trans>}>
-        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
       </DetailsCard>
     </div>
   );

apps/remix/app/components/general/admin-license-card.tsx

@@ -1,3 +1,4 @@
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import type { TCachedLicense } from '@documenso/lib/types/license';
 import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
 import { trpc } from '@documenso/trpc/react';
@@ -9,6 +10,7 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import {
   ArrowRightIcon,
   CheckCircle2Icon,
+  CopyIcon,
   EyeIcon,
   EyeOffIcon,
   KeyRoundIcon,
@@ -29,6 +31,8 @@ type AdminLicenseCardProps = {
 
 export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
   const { t, i18n } = useLingui();
+  const { toast } = useToast();
+  const [, copy] = useCopyToClipboard();
   const [isLicenseKeyVisible, setIsLicenseKeyVisible] = useState(false);
 
   const { license } = licenseData || {};
@@ -87,7 +91,7 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
           <KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
         </div>
 
-        <h3 className="mb-2 flex items-end font-medium text-primary-forground text-sm leading-tight">
+        <h3 className="mb-2 flex items-end font-medium text-foreground text-sm leading-tight">
           <Trans>Documenso License</Trans>
         </h3>
 
@@ -147,6 +151,24 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
             >
               {isLicenseKeyVisible ? <EyeOffIcon className="h-3.5 w-3.5" /> : <EyeIcon className="h-3.5 w-3.5" />}
             </Button>
+
+            <Button
+              type="button"
+              variant="ghost"
+              size="sm"
+              className="h-6 w-6 p-0 text-muted-foreground"
+              aria-label={t`Copy license key`}
+              onClick={async () =>
+                copy(license.licenseKey).then(() => {
+                  toast({
+                    title: t`Copied to clipboard`,
+                    description: t`The license key has been copied to your clipboard`,
+                  });
+                })
+              }
+            >
+              <CopyIcon className="h-3.5 w-3.5" />
+            </Button>
           </div>
         </div>
 

apps/remix/app/components/general/app-command-menu.types.ts

@@ -0,0 +1,36 @@
+import type { MessageDescriptor } from '@lingui/core';
+import type { LucideIcon } from 'lucide-react';
+
+export type PromptItem = {
+  id: string;
+  label: string | MessageDescriptor;
+  sublabel?: string;
+  path?: string;
+  onAction?: () => void;
+  icon?: LucideIcon;
+  initials?: string;
+  shortcut?: string;
+  isChecked?: boolean;
+};
+
+export type PromptCategory = {
+  id: string;
+  label: MessageDescriptor;
+  items: PromptItem[];
+  /**
+   * The number of actual results, excluding utility rows such as the
+   * "View all results" link.
+   */
+  count: number;
+  /**
+   * The count shown on the category chip, or null to not show a chip at all.
+   * Categories which only contain hardcoded page links have no chip.
+   */
+  chipCount: number | null;
+  isCapped: boolean;
+  /**
+   * Global admin categories are marked with a globe icon to distinguish them
+   * from the equally named personal categories.
+   */
+  isGlobal: boolean;
+};

apps/remix/app/components/general/claim-account.tsx

@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -19,7 +20,6 @@ import { useRef } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
-
 import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';
 
 export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {
 
 export const ZClaimAccountFormSchema = z
   .object({
-    name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
+    name: ZNameSchema,
     email: zEmail().min(1),
     password: ZPasswordSchema,
   })

apps/remix/app/components/general/claim-limit-fields.tsx

@@ -1,11 +1,4 @@
-import {
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
+import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { ReactNode } from 'react';
@@ -13,6 +6,13 @@ import type { Control, FieldValues, Path } from 'react-hook-form';
 
 import { RateLimitArrayInput } from './rate-limit-array-input';
 
+/**
+ * The rate-limit editor renders its own per-row inline errors, but a submit
+ * attempt can still surface array-level Zod issues (e.g. a committed duplicate
+ * window). Rendering the field's message here guarantees the form never fails
+ * silently when those errors are not tied to a row the editor is showing.
+ */
+
 type ClaimLimitFieldsProps<T extends FieldValues> = {
   control: Control<T>;
   /** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,6 +20,12 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
   disabled?: boolean;
 };
 
+type LimitGroup = {
+  title: ReactNode;
+  quotaKey: string;
+  rateLimitKey: string;
+};
+
 export const ClaimLimitFields = <T extends FieldValues>({
   control,
   prefix = '',
@@ -30,13 +36,33 @@ export const ClaimLimitFields = <T extends FieldValues>({
   // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
   const name = (key: string) => `${prefix}${key}` as Path<T>;
 
-  const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
+  const limitGroups: LimitGroup[] = [
+    {
+      title: <Trans>Documents</Trans>,
+      quotaKey: 'documentQuota',
+      rateLimitKey: 'documentRateLimits',
+    },
+    {
+      title: <Trans>Emails</Trans>,
+      quotaKey: 'emailQuota',
+      rateLimitKey: 'emailRateLimits',
+    },
+    {
+      title: <Trans>API</Trans>,
+      quotaKey: 'apiQuota',
+      rateLimitKey: 'apiRateLimits',
+    },
+  ];
+
+  const renderQuotaField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.quotaKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
+          <FormLabel className="text-muted-foreground text-xs">
+            <Trans>Monthly quota</Trans>
+          </FormLabel>
           <FormControl>
             <Input
               type="number"
@@ -47,20 +73,18 @@ export const ClaimLimitFields = <T extends FieldValues>({
               onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
             />
           </FormControl>
-          <FormDescription>{description}</FormDescription>
           <FormMessage />
         </FormItem>
       )}
     />
   );
 
-  const renderRateLimitField = (key: string, label: ReactNode) => (
+  const renderRateLimitField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.rateLimitKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
           <FormControl>
             <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
           </FormControl>
@@ -71,27 +95,30 @@ export const ClaimLimitFields = <T extends FieldValues>({
   );
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
-      <FormLabel>
-        <Trans>Limits</Trans>
-      </FormLabel>
+    <div className="space-y-3">
+      <div>
+        <h3 className="font-semibold text-base">
+          <Trans>Limits</Trans>
+        </h3>
+        <p className="mt-1 text-muted-foreground text-sm">
+          <Trans>
+            Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
+          </Trans>
+        </p>
+      </div>
 
-      {renderQuotaField(
-        'documentQuota',
-        <Trans>Monthly document quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
+      <div className="overflow-hidden rounded-lg border">
+        <div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
+          {limitGroups.map((group) => (
+            <div key={group.quotaKey} className="space-y-4 p-4">
+              <h4 className="font-semibold text-sm">{group.title}</h4>
 
-      {renderQuotaField(
-        'emailQuota',
-        <Trans>Monthly email quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
-
-      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
-      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
+              {renderQuotaField(group)}
+              {renderRateLimitField(group)}
+            </div>
+          ))}
+        </div>
+      </div>
     </div>
   );
 };

apps/remix/app/components/general/direct-template/direct-template-invalid-page.tsx

@@ -0,0 +1,23 @@
+import { Trans } from '@lingui/react/macro';
+import { AlertTriangleIcon } from 'lucide-react';
+
+export const DirectTemplateInvalidPageView = () => {
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <AlertTriangleIcon className="h-10 w-10 text-destructive" />
+
+        <h1 className="mt-4 font-semibold text-3xl">
+          <Trans>Invalid direct link template</Trans>
+        </h1>
+
+        <p className="mt-2 text-muted-foreground text-sm">
+          <Trans>
+            This direct link template cannot be used because one or more signers do not have a signature field assigned.
+            Please contact the sender to update the template.
+          </Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx

@@ -1,3 +1,4 @@
+import { toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
@@ -53,7 +54,7 @@ export const DocumentSigningAttachmentsPopover = ({
             {attachments?.data.map((attachment) => (
               <a
                 key={attachment.id}
-                href={attachment.data}
+                href={toSafeHref(attachment.data)}
                 title={attachment.data}
                 target="_blank"
                 rel="noopener noreferrer"

apps/remix/app/components/general/document/document-attachments-popover.tsx

@@ -1,5 +1,6 @@
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -24,7 +25,7 @@ export type DocumentAttachmentsPopoverProps = {
 
 const ZAttachmentFormSchema = z.object({
   label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL'),
+  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
 });
 
 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -156,7 +157,7 @@ export const DocumentAttachmentsPopover = ({
                   <div className="min-w-0 flex-1">
                     <p className="truncate font-medium text-sm">{attachment.label}</p>
                     <a
-                      href={attachment.data}
+                      href={toSafeHref(attachment.data)}
                       target="_blank"
                       rel="noopener noreferrer"
                       className="truncate text-muted-foreground text-xs underline hover:text-foreground"