docs(api): filter team document lists by type

GET /envelope without type returns templates as well as documents; add type=DOCUMENT to every document-list example so counts and results match the prose
docs(api): make templates and teams pages envelope-first
2026-08-15 02:53:32 +10:00 · 2026-07-30 22:04:01 +00:00 · 2026-07-30 22:04:01 +00:00 · 2026-07-30 22:04:01 +00:00 · 2026-07-30 22:04:01 +00:00 · 2026-07-30 22:04:00 +00:00
141 changed files with 6885 additions and 1098 deletions
@@ -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.
@@ -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/`)

@@ -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++;
  }

@@ -19,13 +19,13 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 | `secondaryId`    | string         | Secondary identifier for audit logs          |
 | `type`           | string         | Field type (see [Field Types](#field-types)) |
 | `recipientId`    | number         | ID of the recipient assigned to this field   |
-| `envelopeId`     | number         | ID of the parent envelope                    |
+| `envelopeId`     | string         | ID of the parent envelope                    |
 | `envelopeItemId` | string         | ID of the PDF item the field is placed on    |
 | `page`           | number         | Page number (1-indexed)                      |
-| `positionX`      | number         | X coordinate as percentage (0-100)           |
-| `positionY`      | number         | Y coordinate as percentage (0-100)           |
-| `width`          | number         | Width as percentage of page (0-100)          |
-| `height`         | number         | Height as percentage of page (0-100)         |
+| `positionX`      | string         | X coordinate as percentage (0-100), a decimal serialized as a string |
+| `positionY`      | string         | Y coordinate as percentage (0-100), a decimal serialized as a string |
+| `width`          | string         | Width as percentage of page (0-100), a decimal serialized as a string |
+| `height`         | string         | Height as percentage of page (0-100), a decimal serialized as a string |
 | `customText`     | string         | Value entered by the recipient               |
 | `inserted`       | boolean        | Whether the field has been completed         |
 | `fieldMeta`      | object \| null | Type-specific configuration options          |
@@ -38,18 +38,19 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
  "secondaryId": "field_abc123",
  "type": "SIGNATURE",
  "recipientId": 123,
-  "envelopeId": 789,
-  "envelopeItemId": "envelope_item_xyz",
+  "envelopeId": "envelope_abcdefhiklmnorst",
+  "envelopeItemId": "envelope_item_abcdefhiklmnorst",
  "page": 1,
-  "positionX": 10,
-  "positionY": 80,
-  "width": 30,
-  "height": 5,
+  "positionX": "10",
+  "positionY": "80",
+  "width": "30",
+  "height": "5",
  "customText": "",
  "inserted": false,
  "fieldMeta": {
    "type": "signature",
-    "required": true
+    "required": true,
+    "overflow": "auto"
  }
 }
 ```
@@ -134,10 +135,10 @@ POST /envelope/field/create-many

 ### Request Body

-| Field       | Type   | Required | Description                     |
-| ----------- | ------ | -------- | ------------------------------- |
-| `documentId`| number | Yes      | The document ID                 |
-| `fields`    | array  | Yes      | Array of field configurations   |
+| Field        | Type   | Required | Description                     |
+| ------------ | ------ | -------- | ------------------------------- |
+| `envelopeId` | string | Yes      | The envelope ID                 |
+| `data`       | array  | Yes      | Array of field configurations   |

 ### Code Examples

@@ -148,32 +149,32 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/create-many" \
  -H "Authorization: api_xxxxxxxxxxxxxxxx" \
  -H "Content-Type: application/json" \
  -d '{
-    "documentId": 123,
-    "fields": [
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "data": [
      {
        "type": "SIGNATURE",
        "recipientId": 456,
-        "pageNumber": 1,
-        "pageX": 10,
-        "pageY": 80,
+        "page": 1,
+        "positionX": 10,
+        "positionY": 80,
        "width": 30,
        "height": 5
      },
      {
        "type": "DATE",
        "recipientId": 456,
-        "pageNumber": 1,
-        "pageX": 50,
-        "pageY": 80,
+        "page": 1,
+        "positionX": 50,
+        "positionY": 80,
        "width": 20,
        "height": 3
      },
      {
        "type": "TEXT",
        "recipientId": 456,
-        "pageNumber": 1,
-        "pageX": 10,
-        "pageY": 70,
+        "page": 1,
+        "positionX": 10,
+        "positionY": 70,
        "width": 40,
        "height": 4,
        "fieldMeta": {
@@ -199,32 +200,32 @@ const response = await fetch(
      'Content-Type': 'application/json',
    },
    body: JSON.stringify({
-      documentId: 123,
-      fields: [
+      envelopeId: 'envelope_abcdefhiklmnorst',
+      data: [
        {
          type: 'SIGNATURE',
          recipientId: 456,
-          pageNumber: 1,
-          pageX: 10,
-          pageY: 80,
+          page: 1,
+          positionX: 10,
+          positionY: 80,
          width: 30,
          height: 5,
        },
        {
          type: 'DATE',
          recipientId: 456,
-          pageNumber: 1,
-          pageX: 50,
-          pageY: 80,
+          page: 1,
+          positionX: 50,
+          positionY: 80,
          width: 20,
          height: 3,
        },
        {
          type: 'TEXT',
          recipientId: 456,
-          pageNumber: 1,
-          pageX: 10,
-          pageY: 70,
+          page: 1,
+          positionX: 10,
+          positionY: 70,
          width: 40,
          height: 4,
          fieldMeta: {
@@ -239,8 +240,8 @@ const response = await fetch(
  }
 );

-const { fields } = await response.json();
-console.log(`Created ${fields.length} fields`);
+const { data } = await response.json();
+console.log(`Created ${data.length} fields`);

 ````
 </Tab>
@@ -250,36 +251,68 @@ console.log(`Created ${fields.length} fields`);

 ```json
 {
-  "fields": [
+  "data": [
    {
      "id": 101,
+      "secondaryId": "field_abc123",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
      "type": "SIGNATURE",
      "recipientId": 456,
      "page": 1,
-      "positionX": 10,
-      "positionY": 80,
-      "width": 30,
-      "height": 5
+      "positionX": "10",
+      "positionY": "80",
+      "width": "30",
+      "height": "5",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "signature",
+        "fontSize": 18,
+        "overflow": "auto"
+      }
    },
    {
      "id": 102,
+      "secondaryId": "field_def456",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
      "type": "DATE",
      "recipientId": 456,
      "page": 1,
-      "positionX": 50,
-      "positionY": 80,
-      "width": 20,
-      "height": 3
+      "positionX": "50",
+      "positionY": "80",
+      "width": "20",
+      "height": "3",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "date",
+        "fontSize": 12,
+        "textAlign": "left",
+        "overflow": "auto"
+      }
    },
    {
      "id": 103,
+      "secondaryId": "field_ghi789",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
      "type": "TEXT",
      "recipientId": 456,
      "page": 1,
-      "positionX": 10,
-      "positionY": 70,
-      "width": 40,
-      "height": 4
+      "positionX": "10",
+      "positionY": "70",
+      "width": "40",
+      "height": "4",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "text",
+        "label": "Job Title",
+        "placeholder": "Enter your job title",
+        "required": true
+      }
    }
  ]
 }
@@ -299,8 +332,8 @@ POST /envelope/field/update-many

 | Field        | Type   | Required | Description                   |
 | ------------ | ------ | -------- | ----------------------------- |
-| `documentId` | number | Yes      | The document ID               |
-| `fields`     | array  | Yes      | Array of field update objects |
+| `envelopeId` | string | Yes      | The envelope ID               |
+| `data`       | array  | Yes      | Array of field update objects |

 ### Code Examples

@@ -311,17 +344,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/field/update-many" \
  -H "Authorization: api_xxxxxxxxxxxxxxxx" \
  -H "Content-Type: application/json" \
  -d '{
-    "documentId": 123,
-    "fields": [
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "data": [
      {
        "id": 101,
        "type": "SIGNATURE",
-        "pageY": 85
+        "positionY": 85
      },
      {
        "id": 102,
        "type": "DATE",
-        "pageY": 85
+        "positionY": 85
      }
    ]
  }'
@@ -338,16 +371,16 @@ const response = await fetch(
      'Content-Type': 'application/json',
    },
    body: JSON.stringify({
-      documentId: 123,
-      fields: [
-        { id: 101, type: 'SIGNATURE', pageY: 85 },
-        { id: 102, type: 'DATE', pageY: 85 },
+      envelopeId: 'envelope_abcdefhiklmnorst',
+      data: [
+        { id: 101, type: 'SIGNATURE', positionY: 85 },
+        { id: 102, type: 'DATE', positionY: 85 },
      ],
    }),
  }
 );

-const { fields } = await response.json();
+const { data } = await response.json();

 ````
 </Tab>
@@ -357,9 +390,48 @@ const { fields } = await response.json();

 ```json
 {
-  "fields": [
-    { "id": 101, "type": "SIGNATURE", "positionY": 85 },
-    { "id": 102, "type": "DATE", "positionY": 85 }
+  "data": [
+    {
+      "id": 101,
+      "secondaryId": "field_abc123",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
+      "type": "SIGNATURE",
+      "recipientId": 456,
+      "page": 1,
+      "positionX": "10",
+      "positionY": "85",
+      "width": "30",
+      "height": "5",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "signature",
+        "fontSize": 18,
+        "overflow": "auto"
+      }
+    },
+    {
+      "id": 102,
+      "secondaryId": "field_def456",
+      "envelopeId": "envelope_abcdefhiklmnorst",
+      "envelopeItemId": "envelope_item_abcdefhiklmnorst",
+      "type": "DATE",
+      "recipientId": 456,
+      "page": 1,
+      "positionX": "50",
+      "positionY": "85",
+      "width": "20",
+      "height": "3",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": {
+        "type": "date",
+        "fontSize": 12,
+        "textAlign": "left",
+        "overflow": "auto"
+      }
+    }
  ]
 }
 ````
@@ -443,8 +515,8 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
 (0,0) ─────────────────────────── (100,0)
  │                                   │
  │    ┌─────────┐                    │
-  │    │  Field  │ (pageX: 10,        │
-  │    │         │  pageY: 20,        │
+  │    │  Field  │ (positionX: 10,    │
+  │    │         │  positionY: 20,    │
  │    └─────────┘  width: 30,        │
  │                 height: 5)        │
  │                                   │
@@ -457,9 +529,9 @@ Fields use percentage-based coordinates relative to the PDF page dimensions.
 const field = {
  type: 'SIGNATURE',
  recipientId: 123,
-  pageNumber: 1,
-  pageX: 60, // 60% from left
-  pageY: 85, // 85% from top (near bottom)
+  page: 1,
+  positionX: 60, // 60% from left
+  positionY: 85, // 85% from top (near bottom)
  width: 30, // 30% of page width
  height: 8, // 8% of page height
 };
@@ -643,15 +715,15 @@ All field types support these base options:
 Create a document with a signature block containing multiple field types:

 ```typescript
-async function addSignatureBlock(documentId: number, recipientId: number) {
-  const fields = [
+async function addSignatureBlock(envelopeId: string, recipientId: number) {
+  const data = [
    // Signature
    {
      type: 'SIGNATURE',
      recipientId,
-      pageNumber: 1,
-      pageX: 10,
-      pageY: 80,
+      page: 1,
+      positionX: 10,
+      positionY: 80,
      width: 30,
      height: 8,
      fieldMeta: {
@@ -663,9 +735,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
    {
      type: 'NAME',
      recipientId,
-      pageNumber: 1,
-      pageX: 10,
-      pageY: 90,
+      page: 1,
+      positionX: 10,
+      positionY: 90,
      width: 30,
      height: 4,
      fieldMeta: {
@@ -677,9 +749,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
    {
      type: 'DATE',
      recipientId,
-      pageNumber: 1,
-      pageX: 50,
-      pageY: 80,
+      page: 1,
+      positionX: 50,
+      positionY: 80,
      width: 20,
      height: 4,
      fieldMeta: {
@@ -691,9 +763,9 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
    {
      type: 'TEXT',
      recipientId,
-      pageNumber: 1,
-      pageX: 50,
-      pageY: 90,
+      page: 1,
+      positionX: 50,
+      positionY: 90,
      width: 30,
      height: 4,
      fieldMeta: {
@@ -710,7 +782,7 @@ async function addSignatureBlock(documentId: number, recipientId: number) {
      Authorization: 'api_xxxxxxxxxxxxxxxx',
      'Content-Type': 'application/json',
    },
-    body: JSON.stringify({ documentId, fields }),
+    body: JSON.stringify({ envelopeId, data }),
  });

  return response.json();
@@ -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).
@@ -58,8 +60,8 @@ Authorization: api_xxxxxxxxxxxxxxxx
    href="/docs/developers/api/templates"
  />
  <Card
-    title="Teams"
-    description="Manage teams and team members."
+    title="Team-scoped access"
+    description="Use team-scoped API tokens with envelope endpoints."
    href="/docs/developers/api/teams"
  />
 </Cards>
@@ -8,6 +8,7 @@
    "teams",
    "rate-limits",
    "versioning",
+    "migrate-to-envelopes",
    "developer-mode",
    "common-errors"
  ]
@@ -0,0 +1,249 @@
+---
+title: Migrating to Envelopes
+description: Why Documenso unified documents and templates into envelopes, and how to migrate from the deprecated document and template create endpoints.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Step, Steps } from 'fumadocs-ui/components/steps';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+## Summary
+
+The following items have been deprecated and will be removed on the <strong>1st of March 2027</strong>:
+
+- <strong>API V1</strong>
+- <strong>A subset of SDK/API V2 endpoints</strong>
+- <strong>Legacy documents and templates</strong>
+- <strong>EmbedCreateDocumentV1</strong>
+- <strong>EmbedCreateTemplateV1</strong>
+- <strong>EmbedUpdateDocumentV1</strong>
+- <strong>EmbedUpdateTemplateV1</strong>
+
+The beta endpoint `/api/v2-beta` will also be removed. Use `/api/v2` instead, which is a drop-in replacement.
+
+Nothing breaks before 1st of March 2027, so you can migrate at your own pace.
+
+## What are legacy documents and templates
+
+These are documents and templates created by the following endpoints:
+
+- `POST /api/v2/document/create`
+- `POST /api/v2/document/create/beta`
+- `POST /api/v2/template/create`
+- `POST /api/v2/template/create/beta`
+- `POST /api/v1/documents`
+- `POST /api/v1/templates`
+- `POST /api/v1/templates/create-document`
+- `POST /api/v1/templates/generate-document`
+
+## What replaces legacy documents and templates
+
+At the end of 2025 we introduced a unified system for documents and templates, called <strong>envelopes</strong>.
+
+We still reference documents and templates throughout the documentation and application to distinguish them, but internally they are envelopes.
+
+Moving to the envelope system gives you:
+
+- **Multiple PDFs in one envelope.** Send several documents to sign in a single request.
+- **One API for documents and templates.** Learn one set of endpoints instead of two misaligned ones.
+- **A better editor and signing experience** for you and your recipients.
+
+## How to migrate
+
+{/* prettier-ignore */}
+<Steps>
+  <Step>
+    ### Switch to the envelope endpoints
+
+    Replace each deprecated endpoint with its `/api/v2/envelope/*` equivalent from the [mapping tables](#endpoint-mapping-reference) below.
+  </Step>
+  <Step>
+    ### Set the envelope `type` on create
+
+    A single endpoint, `POST /api/v2/envelope/create`, can create both documents and templates. Set `type` to `DOCUMENT` or `TEMPLATE`. You can now upload more than one PDF using the `files` field.
+  </Step>
+  <Step>
+    ### Update how you store IDs
+
+    Envelope IDs are **strings** (for example `envelope_abc123`), not numbers. Update any code that stores, parses, or compares IDs.
+  </Step>
+  <Step>
+    ### Test, then remove the old calls
+
+    Verify the new flow against your account, then delete the deprecated calls.
+  </Step>
+</Steps>
+
+The main data differences are as follows:
+- ID format changed from number to string (e.g. `42` to `envelope_abc123`)
+- pageNumber becomes page
+- pageX becomes positionX
+- pageY becomes positionY
+
+See the [Documents API](/docs/developers/api/documents) and [Templates API](/docs/developers/api/templates) for the full envelope reference.
+
+### Deprecated V1 API Endpoints
+
+Full reference in the [V1 OpenAPI reference](https://openapi-v1.documenso.com).
+
+| Deprecated endpoint                                      | Replacement                                           |
+| -------------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v1/documents`                                  | `GET /api/v2/envelope`                                |
+| `GET /api/v1/documents/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/documents`                                 | `POST /api/v2/envelope/create`                        |
+| `POST /api/v1/documents/{id}/send`                       | `POST /api/v2/envelope/distribute`                    |
+| `POST /api/v1/documents/{id}/resend`                     | `POST /api/v2/envelope/redistribute`                  |
+| `DELETE /api/v1/documents/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `GET /api/v1/documents/{id}/download`                    | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+| `POST /api/v1/documents/{id}/recipients`                 | `POST /api/v2/envelope/recipient/create-many`         |
+| `PATCH /api/v1/documents/{id}/recipients/{recipientId}`  | `POST /api/v2/envelope/recipient/update-many`         |
+| `DELETE /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/delete`              |
+| `POST /api/v1/documents/{id}/fields`                     | `POST /api/v2/envelope/field/create-many`             |
+| `PATCH /api/v1/documents/{id}/fields/{fieldId}`          | `POST /api/v2/envelope/field/update-many`             |
+| `DELETE /api/v1/documents/{id}/fields/{fieldId}`         | `POST /api/v2/envelope/field/delete`                  |
+| `GET /api/v1/templates`                                  | `GET /api/v2/envelope` (with `type=TEMPLATE`)         |
+| `GET /api/v1/templates/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/templates`                                 | `POST /api/v2/envelope/create` (`type=TEMPLATE`)      |
+| `DELETE /api/v1/templates/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `POST /api/v1/templates/{templateId}/create-document`    | `POST /api/v2/envelope/use`                           |
+| `POST /api/v1/templates/{templateId}/generate-document`  | `POST /api/v2/envelope/use`                           |
+
+### Deprecated V2 API Endpoints
+
+Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
+
+#### Documents
+
+| Deprecated endpoint                               | Replacement                                           |
+| ------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v2/document`                            | `GET /api/v2/envelope`                                |
+| `GET /api/v2/document/{documentId}`               | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many` (body changes from `documentIds: number[]` to `ids: { type: "documentId"; ids: number[] }`) |
+| `POST /api/v2/document/create`                    | `POST /api/v2/envelope/create`                        |
+| `POST /api/v2/document/create/beta`               | `POST /api/v2/envelope/create`                        |
+| `POST /api/v2/document/update`                    | `POST /api/v2/envelope/update`                        |
+| `POST /api/v2/document/delete`                    | `POST /api/v2/envelope/delete`                        |
+| `POST /api/v2/document/duplicate`                 | `POST /api/v2/envelope/duplicate`                     |
+| `POST /api/v2/document/distribute`                | `POST /api/v2/envelope/distribute`                    |
+| `POST /api/v2/document/redistribute`              | `POST /api/v2/envelope/redistribute`                  |
+| `GET /api/v2/document/attachment`                 | `GET /api/v2/envelope/attachment`                     |
+| `POST /api/v2/document/attachment/create`         | `POST /api/v2/envelope/attachment/create`             |
+| `POST /api/v2/document/attachment/update`         | `POST /api/v2/envelope/attachment/update`             |
+| `POST /api/v2/document/attachment/delete`         | `POST /api/v2/envelope/attachment/delete`             |
+| `GET /api/v2/document/{documentId}/download`      | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+| `GET /api/v2/document/{documentId}/download-beta` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+
+#### Templates
+
+| Deprecated endpoint                   | Replacement                                      |
+| ------------------------------------- | ------------------------------------------------ |
+| `GET /api/v2/template`                | `GET /api/v2/envelope` (with `type=TEMPLATE`)    |
+| `GET /api/v2/template/{templateId}`   | `GET /api/v2/envelope/{envelopeId}`              |
+| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many` (body changes from `templateIds: number[]` to `ids: { type: "templateId"; ids: number[] }`) |
+| `POST /api/v2/template/create`        | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
+| `POST /api/v2/template/create/beta`   | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
+| `POST /api/v2/template/update`        | `POST /api/v2/envelope/update`                   |
+| `POST /api/v2/template/duplicate`     | `POST /api/v2/envelope/duplicate`                |
+| `POST /api/v2/template/delete`        | `POST /api/v2/envelope/delete`                   |
+| `POST /api/v2/template/use`           | `POST /api/v2/envelope/use`                      |
+| `POST /api/v2/template/direct/create` | **Pending replacement**                               |
+| `POST /api/v2/template/direct/delete` | **Pending replacement**                               |
+| `POST /api/v2/template/direct/toggle` | **Pending replacement**                               |
+
+#### Document fields
+
+| Deprecated endpoint                       | Replacement                               |
+| ----------------------------------------- | ----------------------------------------- |
+| `GET /api/v2/document/field/{fieldId}`    | `GET /api/v2/envelope/field/{fieldId}`    |
+| `POST /api/v2/document/field/create`      | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/document/field/create-many` | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/document/field/update`      | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/document/field/update-many` | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/document/field/delete`      | `POST /api/v2/envelope/field/delete`      |
+
+#### Template fields
+
+| Deprecated endpoint                       | Replacement                               |
+| ----------------------------------------- | ----------------------------------------- |
+| `GET /api/v2/template/field/{fieldId}`    | `GET /api/v2/envelope/field/{fieldId}`    |
+| `POST /api/v2/template/field/create`      | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/template/field/create-many` | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/template/field/update`      | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/template/field/update-many` | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/template/field/delete`      | `POST /api/v2/envelope/field/delete`      |
+
+#### Document recipients
+
+| Deprecated endpoint                            | Replacement                                    |
+| ---------------------------------------------- | ---------------------------------------------- |
+| `GET /api/v2/document/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
+| `POST /api/v2/document/recipient/create`       | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/document/recipient/create-many`  | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/document/recipient/update`       | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/document/recipient/update-many`  | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/document/recipient/delete`       | `POST /api/v2/envelope/recipient/delete`       |
+
+#### Template recipients
+
+| Deprecated endpoint                            | Replacement                                    |
+| ---------------------------------------------- | ---------------------------------------------- |
+| `GET /api/v2/template/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
+| `POST /api/v2/template/recipient/create`       | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/template/recipient/create-many`  | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/template/recipient/update`       | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/template/recipient/update-many`  | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/template/recipient/delete`       | `POST /api/v2/envelope/recipient/delete`       |
+
+### Embedding components
+
+| Deprecated component    | Replacement           |
+| ----------------------- | --------------------- |
+| `EmbedCreateDocumentV1` | `EmbedCreateEnvelope` |
+| `EmbedCreateTemplateV1` | `EmbedCreateEnvelope` |
+| `EmbedUpdateDocumentV1` | `EmbedUpdateEnvelope` |
+| `EmbedUpdateTemplateV1` | `EmbedUpdateEnvelope` |
+
+See the [embedding guide](/docs/developers/embedding) for the envelope components.
+
+## FAQ
+
+<Accordions>
+  <Accordion title="What happens on 1 March 2027?">
+    The deprecated V1 API, the V2 endpoints listed above, and the V1 embedding components are removed.
+    Requests to them will fail, so migrate to the envelope API before that date.
+  </Accordion>
+  <Accordion title="Will my existing documents and templates keep working?">
+    Yes. Documents and templates you already created remain in your account and continue to work. They will automatically be converted to envelopes. Only
+    the deprecated endpoints you call are going away. Your data is not deleted.
+  </Accordion>
+  <Accordion title="Do I need a new API token?">
+    No. Authentication is unchanged. The same API token works for the envelope endpoints under
+    `https://app.documenso.com/api/v2`.
+  </Accordion>
+  <Accordion title="What is the difference between a document and a template now?">
+    Both are envelopes, distinguished by a `type` field of `DOCUMENT` or `TEMPLATE`. They share the same
+    endpoints, recipients, fields, and attachments.
+  </Accordion>
+  <Accordion title="I use an official SDK, what should I do?">
+    The function calls to the legacy endpoints will break on the 1st of March 2027. Update to the latest SDK version and switch to its envelope methods.
+    The deprecated document and template methods map to the envelope endpoints in the tables above.
+  </Accordion>
+  <Accordion title="I need more time or help migrating">
+    Reach out to [support@documenso.com](mailto:support@documenso.com) with your use case and we will
+    help you plan the migration.
+  </Accordion>
+</Accordions>
+
+## Getting help
+
+- [V2 OpenAPI reference](https://openapi.documenso.com): the up-to-date envelope API.
+- [V1 OpenAPI reference](https://openapi-v1.documenso.com): the deprecated V1 API.
+- [support@documenso.com](mailto:support@documenso.com): migration questions and extensions.
+
+## See also
+
+- [Documents API](/docs/developers/api/documents): create and manage envelopes
+- [Templates API](/docs/developers/api/templates): work with templates and direct links
+- [Fields API](/docs/developers/api/fields) and [Recipients API](/docs/developers/api/recipients)
+- [API Versioning](/docs/developers/api/versioning): how Documenso versions the public API
@@ -11,10 +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.

 ---

@@ -1,44 +1,29 @@
 ---
-title: Teams API
-description: Manage team resources, documents, and templates with team-scoped API tokens.
+title: Team-Scoped API Access
+description: Use team-scoped API tokens with document and template envelopes.
 ---

 import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';

+<EnvelopeWarning />
+
 <Callout type="warn">
  This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
  see the [OpenAPI Reference](https://openapi.documenso.com).
 </Callout>

-## Team Object
+## Team Context

-A team object contains the following properties:
+<Callout type="info">
+  The V2 REST API does not expose `/team/*` endpoints. Create and manage teams, members, and team
+  settings in the Documenso web application. This page explains how a team-scoped token applies
+  that team context to supported API resources.
+</Callout>

-| Property          | Type           | Description                                         |
-| ----------------- | -------------- | --------------------------------------------------- |
-| `id`              | number         | Unique team identifier                              |
-| `name`            | string         | Team display name                                   |
-| `url`             | string         | Unique team URL slug                                |
-| `createdAt`       | string         | ISO 8601 timestamp                                  |
-| `avatarImageId`   | string \| null | ID of the team's avatar image                       |
-| `organisationId`  | string         | ID of the parent organisation                       |
-| `currentTeamRole` | string         | Your role in the team: `ADMIN`, `MANAGER`, `MEMBER` |
-
-### Example Team Object
-
-```json
-{
-  "id": 123,
-  "name": "Engineering",
-  "url": "engineering",
-  "createdAt": "2025-01-15T10:30:00.000Z",
-  "avatarImageId": null,
-  "organisationId": "org_abc123",
-  "currentTeamRole": "ADMIN"
-}
-```
+The API resolves the team from your token. You do not pass a team ID when creating, listing, or
+using envelopes. The token's team ID determines which resources the request can access.

 ## Team-Scoped API Tokens

@@ -156,26 +141,26 @@ Retrieve all documents belonging to the team:
 <Tab value="curl">
 ```bash
 # List all team documents
-curl -X GET "https://app.documenso.com/api/v2/envelope" \
+curl -X GET "https://app.documenso.com/api/v2/envelope?type=DOCUMENT" \
  -H "Authorization: api_team_xxxxxxxxxxxxxxxx"

 # Filter by status
-curl -X GET "https://app.documenso.com/api/v2/envelope?status=PENDING" \
+curl -X GET "https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=PENDING" \
  -H "Authorization: api_team_xxxxxxxxxxxxxxxx"
 ````

 </Tab>
 <Tab value="TypeScript">
 ```typescript
-const response = await fetch('https://app.documenso.com/api/v2/envelope', {
+const response = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT', {
  method: 'GET',
  headers: {
    Authorization: TEAM_API_TOKEN,
  },
 });

-const { data, pagination } = await response.json();
-console.log(`Found ${pagination.totalItems} team documents`);
+const { data, count } = await response.json();
+console.log(`Found ${count} team documents`);

 ````
 </Tab>
@@ -190,10 +175,11 @@ Templates created with a team token are shared across the team.
 <Tabs items={['curl', 'TypeScript']}>
 <Tab value="curl">
 ```bash
-curl -X POST "https://app.documenso.com/api/v2/template/create" \
+curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
  -H "Authorization: api_team_xxxxxxxxxxxxxxxx" \
  -H "Content-Type: multipart/form-data" \
  -F 'payload={
+    "type": "TEMPLATE",
    "title": "NDA Template",
    "recipients": [
      {
@@ -223,6 +209,7 @@ curl -X POST "https://app.documenso.com/api/v2/template/create" \
 const form = new FormData();

 const payload = {
+  type: 'TEMPLATE',
  title: 'NDA Template',
  recipients: [
    {
@@ -249,7 +236,7 @@ form.append('files', fs.createReadStream('./nda-template.pdf'), {
  contentType: 'application/pdf',
 });

-const response = await fetch('https://app.documenso.com/api/v2/template/create', {
+const response = await fetch('https://app.documenso.com/api/v2/envelope/create', {
  method: 'POST',
  headers: {
    Authorization: TEAM_API_TOKEN,
@@ -257,8 +244,8 @@ const response = await fetch('https://app.documenso.com/api/v2/template/create',
  body: form,
 });

-const template = await response.json();
-console.log('Created team template:', template.id);
+const { id } = await response.json();
+console.log('Created team template envelope:', id);
 ````
 </Tab>
 </Tabs>
@@ -268,14 +255,14 @@ console.log('Created team template:', template.id);
 <Tabs items={['curl', 'TypeScript']}>
 <Tab value="curl">
 ```bash
-curl -X GET "https://app.documenso.com/api/v2/template" \
+curl -X GET "https://app.documenso.com/api/v2/envelope?type=TEMPLATE" \
  -H "Authorization: api_team_xxxxxxxxxxxxxxxx"
 ````

 </Tab>
 <Tab value="TypeScript">
 ```typescript
-const response = await fetch('https://app.documenso.com/api/v2/template', {
+const response = await fetch('https://app.documenso.com/api/v2/envelope?type=TEMPLATE', {
  method: 'GET',
  headers: {
    Authorization: TEAM_API_TOKEN,
@@ -330,19 +317,19 @@ const SALES_TEAM_TOKEN = process.env.SALES_TEAM_API_TOKEN;
 const LEGAL_TEAM_TOKEN = process.env.LEGAL_TEAM_API_TOKEN;

 // Get pending documents from sales team
-const salesResponse = await fetch('https://app.documenso.com/api/v2/envelope?status=PENDING', {
+const salesResponse = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=PENDING', {
  headers: { Authorization: SALES_TEAM_TOKEN },
 });
 const salesDocs = await salesResponse.json();

 // Get completed documents from legal team
-const legalResponse = await fetch('https://app.documenso.com/api/v2/envelope?status=COMPLETED', {
+const legalResponse = await fetch('https://app.documenso.com/api/v2/envelope?type=DOCUMENT&status=COMPLETED', {
  headers: { Authorization: LEGAL_TEAM_TOKEN },
 });
 const legalDocs = await legalResponse.json();

-console.log(`Sales team: ${salesDocs.pagination.totalItems} pending`);
-console.log(`Legal team: ${legalDocs.pagination.totalItems} completed`);
+console.log(`Sales team: ${salesDocs.count} pending`);
+console.log(`Legal team: ${legalDocs.count} completed`);
 ```

 ## Error Responses
@@ -6,12 +6,201 @@ description: Create documents from reusable templates via API.
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';

+<EnvelopeWarning />
+
 <Callout type="warn">
  This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
  see the [OpenAPI Reference](https://openapi.documenso.com).
 </Callout>

-## Template Object
+## Use a Template Envelope
+
+New integrations should create a document from a template envelope with the Envelope API.
+
+```
+POST /envelope/use
+Content-Type: multipart/form-data
+```
+
+The request uses `multipart/form-data`:
+
+| Part      | Type    | Required | Description                                                        |
+| --------- | ------- | -------- | ------------------------------------------------------------------ |
+| `payload` | JSON    | Yes      | Template envelope ID, recipient details, and document settings     |
+| `files`   | File(s) | No       | Replacement PDFs referenced by entries in `customDocumentData`     |
+
+### Payload Schema
+
+| Field                | Type    | Required | Description                                                              |
+| -------------------- | ------- | -------- | ------------------------------------------------------------------------ |
+| `envelopeId`         | string  | Yes      | ID of the template envelope                                              |
+| `externalId`         | string  | No       | Your identifier for the created document envelope                        |
+| `recipients`         | array   | No       | Recipient details mapped to recipients in the template                    |
+| `distributeDocument` | boolean | No       | If `true`, create the document as pending and distribute it               |
+| `customDocumentData` | array   | No       | Maps uploaded replacement PDFs to template envelope items                 |
+| `folderId`           | string  | No       | Folder in which to create the document                                    |
+| `prefillFields`      | array   | No       | Field values to prefill before distribution                               |
+| `override`           | object  | No       | Template values to override for the created document                      |
+| `attachments`        | array   | No       | Link attachments to add to the document                                   |
+| `formValues`         | object  | No       | PDF form values to apply                                                   |
+
+Each recipient entry accepts the following fields:
+
+| Field          | Type    | Required | Description                                  |
+| -------------- | ------- | -------- | -------------------------------------------- |
+| `id`           | number  | Yes      | Recipient ID from the template envelope      |
+| `email`        | string  | Yes      | Recipient email address                      |
+| `name`         | string  | No       | Recipient display name                       |
+| `signingOrder` | number  | No       | Recipient position in sequential signing     |
+
+Each `customDocumentData` entry maps an uploaded file to a template item:
+
+| Field            | Type             | Required | Description                                                     |
+| ---------------- | ---------------- | -------- | --------------------------------------------------------------- |
+| `identifier`     | string \| number | Yes      | Uploaded filename or zero-based file index                      |
+| `envelopeItemId` | string           | Yes      | Template envelope item whose PDF the uploaded file replaces     |
+
+### Code Examples
+
+<Tabs items={['curl', 'TypeScript']}>
+<Tab value="curl">
+```bash
+curl -X POST "https://app.documenso.com/api/v2/envelope/use" \
+  -H "Authorization: api_xxxxxxxxxxxxxxxx" \
+  -F 'payload={
+    "envelopeId": "envelope_template123",
+    "externalId": "contract-2025-001",
+    "recipients": [
+      {
+        "id": 1,
+        "email": "john.doe@example.com",
+        "name": "John Doe"
+      }
+    ],
+    "prefillFields": [
+      {
+        "id": 101,
+        "type": "text",
+        "value": "Senior Software Engineer"
+      }
+    ],
+    "distributeDocument": false
+  }'
+```
+</Tab>
+<Tab value="TypeScript">
+```typescript
+const form = new FormData();
+
+form.append(
+  'payload',
+  JSON.stringify({
+    envelopeId: 'envelope_template123',
+    externalId: 'contract-2025-001',
+    recipients: [
+      {
+        id: 1,
+        email: 'john.doe@example.com',
+        name: 'John Doe',
+      },
+    ],
+    prefillFields: [
+      {
+        id: 101,
+        type: 'text',
+        value: 'Senior Software Engineer',
+      },
+    ],
+    distributeDocument: false,
+  }),
+);
+
+const response = await fetch('https://app.documenso.com/api/v2/envelope/use', {
+  method: 'POST',
+  headers: {
+    Authorization: 'api_xxxxxxxxxxxxxxxx',
+  },
+  body: form,
+});
+
+const document = await response.json();
+console.log('Created document envelope:', document.id);
+```
+</Tab>
+</Tabs>
+
+### Response
+
+```json
+{
+  "id": "envelope_document123",
+  "recipients": [
+    {
+      "id": 1,
+      "name": "John Doe",
+      "email": "john.doe@example.com",
+      "token": "recipient_token",
+      "role": "SIGNER",
+      "signingOrder": 1,
+      "signingUrl": "https://app.documenso.com/sign/recipient_token"
+    }
+  ]
+}
+```
+
+### Distribute the Created Envelope
+
+If you leave `distributeDocument` unset or set it to `false`, distribute the created document with
+`POST /envelope/distribute`. Its response confirms delivery and includes each recipient's signing URL.
+
+```typescript
+const distributionResponse = await fetch(
+  'https://app.documenso.com/api/v2/envelope/distribute',
+  {
+    method: 'POST',
+    headers: {
+      Authorization: 'api_xxxxxxxxxxxxxxxx',
+      'Content-Type': 'application/json',
+    },
+    body: JSON.stringify({
+      envelopeId: document.id,
+    }),
+  },
+);
+
+const distribution = await distributionResponse.json();
+console.log('Signing URL:', distribution.recipients[0].signingUrl);
+```
+
+```json
+{
+  "success": true,
+  "id": "envelope_document123",
+  "recipients": [
+    {
+      "id": 1,
+      "name": "John Doe",
+      "email": "john.doe@example.com",
+      "token": "recipient_token",
+      "role": "SIGNER",
+      "signingOrder": 1,
+      "signingUrl": "https://app.documenso.com/sign/recipient_token"
+    }
+  ]
+}
+```
+
+---
+
+## Deprecated Template Endpoint Reference
+
+<Callout type="warn">
+  Every `/template/*` endpoint below is deprecated. Use the Envelope API for new integrations and
+  follow [Migrating to Envelopes](/docs/developers/api/migrate-to-envelopes) to replace existing calls.
+  The legacy reference remains here to support migrations.
+</Callout>
+
+## Legacy Template Object

 A template object contains the following properties:

@@ -89,7 +278,7 @@ A template object contains the following properties:
 }
 ```

-## List Templates
+## List Templates (Deprecated)

 Retrieve a paginated list of templates.

@@ -137,8 +326,8 @@ const response = await fetch(`${BASE_URL}/template`, {
  },
 });

-const { data, pagination } = await response.json();
-console.log(`Found ${pagination.totalItems} templates`);
+const { data, count } = await response.json();
+console.log(`Found ${count} templates`);

 // Filter by type
 const privateResponse = await fetch(
@@ -179,18 +368,16 @@ const privateTemplates = await privateResponse.json();
      ]
    }
  ],
-  "pagination": {
-    "page": 1,
-    "perPage": 10,
-    "totalPages": 3,
-    "totalItems": 25
-  }
+  "count": 25,
+  "currentPage": 1,
+  "perPage": 10,
+  "totalPages": 3
 }
 ```

 ---

-## Get Template
+## Get Template (Deprecated)

 Retrieve a single template by ID.

@@ -236,9 +423,9 @@ Returns the full template object including recipients, fields, and metadata.

 ---

-## Create Document from Template
+## Create Document from Template (Deprecated)

-Create a new document using a template. This is the primary way to use templates programmatically.
+Create a new document using the deprecated template endpoint.

 <Callout type="info">
  This endpoint does not support [PDF placeholder parsing](/docs/users/documents/advanced/pdf-placeholders). Use `POST /envelope/create` for placeholder-based field positioning.
@@ -413,32 +600,57 @@ const prefilledDocument = await prefillResponse.json();

 ### Response

-Returns the created document object with recipients and signing URLs.
+The endpoint returns the full legacy document object. The selected fields below show both the numeric
+legacy `id` and canonical `envelopeId`. Recipient entries do not include a `signingUrl`.

 ```json
 {
-  "id": "envelope_xyz789",
-  "type": "DOCUMENT",
+  "id": 789,
+  "envelopeId": "envelope_xyz789",
  "status": "PENDING",
-  "title": "Employment Contract",
  "source": "TEMPLATE",
+  "title": "Employment Contract",
  "externalId": "contract-2025-001",
  "recipients": [
    {
      "id": 1,
+      "envelopeId": "envelope_xyz789",
+      "documentId": 789,
+      "templateId": null,
      "email": "john.doe@example.com",
      "name": "John Doe",
      "role": "SIGNER",
      "signingStatus": "NOT_SIGNED",
-      "signingUrl": "https://app.documenso.com/sign/abc123"
+      "signingOrder": 1
    }
  ]
 }
-````
+```
+
+To send a document created with `distributeDocument: false` and receive signing links, call
+`POST /envelope/distribute` with its `envelopeId`:
+
+```typescript
+const document = await response.json();
+
+const distributionResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
+  method: 'POST',
+  headers: {
+    Authorization: API_TOKEN,
+    'Content-Type': 'application/json',
+  },
+  body: JSON.stringify({
+    envelopeId: document.envelopeId,
+  }),
+});
+
+const distribution = await distributionResponse.json();
+console.log('Signing URL:', distribution.recipients[0].signingUrl);
+```

 ---

-## Override Template Settings
+## Override Template Settings (Deprecated)

 When creating a document from a template, you can override various settings:

@@ -486,7 +698,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {

 ---

-## Prefill Fields
+## Prefill Fields (Deprecated)

 Prefill field values when creating a document from a template. This is useful for populating known data before sending.

@@ -575,7 +787,7 @@ const response = await fetch(`${BASE_URL}/template/use`, {

 ---

-## Update Template
+## Update Template (Deprecated)

 Update a template's properties.

@@ -641,7 +853,7 @@ const template = await response.json();

 ---

-## Duplicate Template
+## Duplicate Template (Deprecated)

 Create a copy of an existing template.

@@ -693,7 +905,7 @@ console.log('New template ID:', duplicatedTemplate.id);

 ---

-## Delete Template
+## Delete Template (Deprecated)

 Delete a template.

@@ -752,7 +964,7 @@ const { success } = await response.json();

 ---

-## Direct Link Templates
+## Direct Link Templates (Deprecated)

 Direct link templates allow recipients to create and sign documents without requiring you to explicitly create each document. When a recipient visits the direct link, a new document is automatically created from the template.

@@ -896,7 +1108,7 @@ const { success } = await response.json();

 ---

-## Custom Document Data
+## Custom Document Data (Deprecated)

 When creating a document from a template, you can replace the template's PDF with a custom PDF by using the `customDocumentData` parameter. This is useful when you need to generate the PDF dynamically while reusing the template's recipient and field configuration.

@@ -911,7 +1123,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request

 ---

-## Template Types
+## Template Types (Legacy)

 | Type      | Description                                                        |
 | --------- | ------------------------------------------------------------------ |
@@ -920,7 +1132,7 @@ See the [OpenAPI Reference](https://openapi.documenso.com) for the full request

 ---

-## Complete Example: Contract Workflow
+## Complete Legacy Example: Contract Workflow (Deprecated)

 This example demonstrates a complete workflow for using templates to send contracts.

@@ -994,16 +1206,29 @@ async function sendEmploymentContract(employeeData: {
        subject: `Employment Contract for ${employeeData.name}`,
        message: `Hi ${employeeData.name},\n\nPlease review and sign your employment contract.`,
      },
-      distributeDocument: true,
+      distributeDocument: false,
      externalId: `emp-contract-${Date.now()}`,
    }),
  });

  const document = await documentResponse.json();

+  // 5. Distribute the envelope and get recipient signing links
+  const distributionResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
+    method: 'POST',
+    headers: {
+      Authorization: API_TOKEN,
+      'Content-Type': 'application/json',
+    },
+    body: JSON.stringify({
+      envelopeId: document.envelopeId,
+    }),
+  });
+  const distribution = await distributionResponse.json();
+
  return {
-    documentId: document.id,
-    signingUrl: document.recipients[0].signingUrl,
+    envelopeId: document.envelopeId,
+    signingUrl: distribution.recipients[0].signingUrl,
  };
 }

@@ -1016,7 +1241,7 @@ const result = await sendEmploymentContract({
  startDate: '2025-03-01',
 });

-console.log('Document created:', result.documentId);
+console.log('Document created:', result.envelopeId);
 console.log('Signing URL:', result.signingUrl);
 ````

@@ -5,6 +5,8 @@ description: Versioning information for the Documenso public API.

 import { Callout } from 'fumadocs-ui/components/callout';

+<EnvelopeWarning />
+
 ## Overview

 Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
@@ -19,7 +21,16 @@ Also, we may deprecate certain features or endpoints in the API. When we depreca

 ---

+## Documents, Templates, and Envelopes
+
+Documenso has unified documents and templates into a single resource called an **envelope**. New integrations should create documents and templates through the `/envelope/*` endpoints. The `POST /document/create` and `POST /template/create` endpoints (including their `/beta` variants) are deprecated in favor of `POST /envelope/create`.
+
+See [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) for the rationale and step-by-step migration examples.
+
+---
+
 ## See Also

+- [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) - Move from the document and template create endpoints
 - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
 - [Rate Limits](/docs/developers/api/rate-limits) - API rate limit details
@@ -8,6 +8,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';

+<EnvelopeWarning />
+
 ## Workflow 1: Send a Document for Signature

 The most common workflow: upload a PDF, add recipients with signature fields, and send for signing.
@@ -472,7 +474,7 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
    <code>distributeDocument: true</code>
  </Step>
  <Step>
-    Process in batches with a short delay to respect rate limits (e.g. 100 requests/minute)
+    Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
  </Step>
 </Steps>

@@ -638,8 +640,8 @@ done
 </Tabs>

 <Callout type="info">
-  The API allows 100 requests per minute. For large batches, implement rate limiting with delays
-  between requests to avoid hitting limits.
+  The API allows 1000 requests per minute (your organisation may have its own lower limit). For large
+  batches, implement rate limiting with delays between requests to avoid hitting limits.
 </Callout>

 ---
@@ -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;
      }

@@ -3,6 +3,8 @@ title: Examples
 description: Common integration patterns and end-to-end workflows.
 ---

+<EnvelopeWarning />
+
 <Cards>
  <Card
    title="Common Workflows"
@@ -7,6 +7,8 @@ import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';

+<EnvelopeWarning />
+
 ## Prerequisites

 - A Documenso account (cloud or self-hosted)
@@ -7,6 +7,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';

+<EnvelopeWarning />
+
 ## Prerequisites

 Before starting, you need:
@@ -76,12 +78,10 @@ A successful response returns a list of your documents (envelopes):
      "createdAt": "2025-01-15T10:30:00.000Z"
    }
  ],
-  "pagination": {
-    "page": 1,
-    "perPage": 10,
-    "totalPages": 1,
-    "totalItems": 1
-  }
+  "count": 1,
+  "currentPage": 1,
+  "perPage": 10,
+  "totalPages": 1
 }
 ````

@@ -226,9 +226,12 @@ After creating a document, it's in `DRAFT` status. To send it to recipients, use
 <Tabs items={['curl', 'JavaScript']}>
 <Tab value="curl">
 ```bash
-curl -X POST "https://app.documenso.com/api/v2/envelope/envelope_abc123/distribute" \
+curl -X POST "https://app.documenso.com/api/v2/envelope/distribute" \
  -H "Authorization: YOUR_API_TOKEN" \
-  -H "Content-Type: application/json"
+  -H "Content-Type: application/json" \
+  -d '{
+    "envelopeId": "envelope_abc123"
+  }'
 ````

 </Tab>
@@ -236,16 +239,14 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/envelope_abc123/distribu
 ```javascript
 const envelopeId = 'envelope_abc123';

-const response = await fetch(
-  `https://app.documenso.com/api/v2/envelope/${envelopeId}/distribute`,
-  {
-    method: 'POST',
-    headers: {
-      Authorization: 'YOUR_API_TOKEN',
-      'Content-Type': 'application/json',
-    },
+const response = await fetch('https://app.documenso.com/api/v2/envelope/distribute', {
+  method: 'POST',
+  headers: {
+    Authorization: 'YOUR_API_TOKEN',
+    'Content-Type': 'application/json',
  },
-);
+  body: JSON.stringify({ envelopeId }),
+});

 const data = await response.json();
 console.log('Document sent:', data);
@@ -335,16 +336,14 @@ async function createAndSendDocument(pdfPath, recipientEmail, recipientName) {
  console.log('Created envelope:', envelope.id);

  // Step 2: Send the document for signing
-  const distributeResponse = await fetch(
-    `${BASE_URL}/envelope/${envelope.id}/distribute`,
-    {
-      method: 'POST',
-      headers: {
-        'Authorization': API_TOKEN,
-        'Content-Type': 'application/json',
-      },
-    }
-  );
+  const distributeResponse = await fetch(`${BASE_URL}/envelope/distribute`, {
+    method: 'POST',
+    headers: {
+      'Authorization': API_TOKEN,
+      'Content-Type': 'application/json',
+    },
+    body: JSON.stringify({ envelopeId: envelope.id }),
+  });

  if (!distributeResponse.ok) {
    const error = await distributeResponse.json();
@@ -420,9 +419,12 @@ echo "Created envelope: ${ENVELOPE_ID}"
 # Step 2: Send the document for signing

 echo "Sending document..."
-curl -s -X POST "${BASE_URL}/envelope/${ENVELOPE_ID}/distribute" \
+curl -s -X POST "${BASE_URL}/envelope/distribute" \
  -H "Authorization: ${API_TOKEN}" \
-  -H "Content-Type: application/json"
+  -H "Content-Type: application/json" \
+  -d "{
+    \"envelopeId\": \"${ENVELOPE_ID}\"
+  }"

 echo "Document sent for signing!"

@@ -439,7 +441,7 @@ The API returns standard HTTP status codes and JSON error responses:
 | `400` | Bad request - check your request payload |
 | `401` | Unauthorized - invalid or missing API token |
 | `404` | Not found - resource doesn't exist |
-| `429` | Rate limited - wait 60 seconds and retry |
+| `429` | Rate limited - wait for the duration in the `Retry-After` header |
 | `500` | Server error - retry or contact support |

 ### Error Response Format
@@ -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. Every response includes `X-RateLimit-Remaining` and `X-RateLimit-Reset` (an epoch timestamp in seconds). When you receive a `429` response, read the `Retry-After` header and wait for that many seconds before retrying. See [Error Handling Patterns](/docs/developers/examples/common-workflows#error-handling-patterns) for a more complete retry strategy.

 ```javascript
 async function fetchWithRetry(url, options, maxRetries = 3) {
@@ -491,8 +493,9 @@ async function fetchWithRetry(url, options, maxRetries = 3) {
    const response = await fetch(url, options);

    if (response.status === 429) {
-      console.log('Rate limited, waiting 60 seconds...');
-      await new Promise((resolve) => setTimeout(resolve, 60000));
+      const retryAfterSeconds = Number.parseInt(response.headers.get('Retry-After') ?? '1', 10);
+      console.log(`Rate limited, waiting ${retryAfterSeconds} seconds...`);
+      await new Promise((resolve) => setTimeout(resolve, retryAfterSeconds * 1000));
      continue;
    }

@@ -3,6 +3,8 @@ title: Getting Started
 description: Get your API key and make your first API call.
 ---

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

+<EnvelopeWarning />
+
 ## Getting Started

 <Cards>
@@ -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>

@@ -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
@@ -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).
@@ -255,6 +255,7 @@ const validEvents = [
  'DOCUMENT_REJECTED',
  'DOCUMENT_CANCELLED',
  'DOCUMENT_REMINDER_SENT',
+  'RECIPIENT_EXPIRED',
  'TEMPLATE_CREATED',
  'TEMPLATE_UPDATED',
  'TEMPLATE_DELETED',
@@ -41,12 +41,17 @@ When a limit is reached, requests return a `429 Too Many Requests` response with

 | Action | Limit | Window |
 | --- | --- | --- |
-| API requests (v1 and v2) | 100 requests | 1 minute |
+| API requests (v1 and v2) | 1000 requests | 1 minute |
 | File uploads | 20 requests | 1 minute |
 | AI features | 3 requests | 1 minute |

 Authentication endpoints (login, signup, password reset, etc.) are also rate-limited to protect against abuse.

+<Callout type="info">
+  The API request limit above is the global per-IP ceiling. Individual organisations also have their
+  own rate limits, which may be configured below this value.
+</Callout>
+
 <Callout type="info">
  Rate limits may vary by plan. Enterprise plans can include higher or custom limits. Contact
  [sales](https://documen.so/sales) for details.
@@ -13,7 +13,7 @@ There are three distinct kinds of limit:
 | ---------------------- | ------------------------------------------------- | ----------------------- |
 | Resource quota         | Documents, emails, and API requests **per month** | Yes — per claim and org |
 | Resource rate limit    | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
-| Global HTTP rate limit | API requests per IP (100/min, hardcoded)          | No — see [Limitations](#limitations) |
+| Global HTTP rate limit | API requests per IP (1000/min, hardcoded)         | No — see [Limitations](#limitations) |

 ## Prerequisites

@@ -91,7 +91,7 @@ Monthly quota usage is keyed to the **UTC calendar month**. There is no schedule

 ## Limitations

-The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **100 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
+The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **1000 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).

 ## Troubleshooting

@@ -3,7 +3,7 @@
  "version": "0.0.0",
  "private": true,
  "scripts": {
-    "build": "NEXT_IGNORE_INCORRECT_LOCKFILE=true next build",
+    "build": "next build",
    "dev": "next dev",
    "start": "next start",
    "types:check": "fumadocs-mdx && next typegen && tsc --noEmit",
@@ -0,0 +1,19 @@
+import { Callout } from 'fumadocs-ui/components/callout';
+
+const MIGRATION_GUIDE_HREF = '/docs/developers/api/migrate-to-envelopes';
+
+/**
+ * Deprecation banner steering API consumers away from the legacy document and
+ * template create endpoints and towards the unified Envelope API.
+ *
+ * Registered globally in `mdx-components.tsx`, so it can be used in any MDX page
+ * as `<EnvelopeWarning />` without an explicit import.
+ */
+export function EnvelopeWarning() {
+  return (
+    <Callout type="error">
+      <strong>Documents and templates are being deprecated and replaced by envelopes.</strong>{' '}
+      <a href={MIGRATION_GUIDE_HREF}>Read the migration guide here.</a>
+    </Callout>
+  );
+}
@@ -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,
  };
 }
@@ -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>
+  );
+};
@@ -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>
+  );
+};
@@ -7,6 +7,7 @@ import {
 } 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';
@@ -23,6 +24,7 @@ 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';

@@ -74,6 +76,7 @@ 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 : {};
@@ -96,6 +99,42 @@ export function BrandingPreferencesForm({

  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 '';
@@ -397,6 +436,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`background-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.background}
@@ -420,6 +460,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`foreground-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.foreground}
@@ -443,6 +484,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`primary-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.primary}
@@ -466,6 +508,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`primary-foreground-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
@@ -489,6 +532,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`border-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.border}
@@ -512,6 +556,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`ring-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.ring}
@@ -593,6 +638,15 @@ export function BrandingPreferencesForm({
            isDirty={hasUnsavedChanges}
            isSubmitting={form.formState.isSubmitting}
            onReset={handleReset}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <BrandingPreferencesResetDialog
+                  hasAdvancedBranding={hasAdvancedBranding}
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                />
+              ) : undefined
+            }
          />
        </fieldset>
      </form>
@@ -11,10 +11,10 @@ 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';
@@ -37,11 +37,11 @@ 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';
@@ -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(),
@@ -127,26 +147,33 @@ 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);
@@ -772,6 +799,17 @@ export const DocumentPreferencesForm = ({
            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>
@@ -3,12 +3,17 @@ 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 { useEffect, useRef, useState } from '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;
 };

 /**
@@ -24,7 +29,7 @@ export type FormStickySaveBarProps = {
 * 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 }: FormStickySaveBarProps) => {
+export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
  const { t } = useLingui();

  const sentinelRef = useRef<HTMLDivElement>(null);
@@ -100,6 +105,8 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormSticky
        </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>
@@ -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 || {};
@@ -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>

@@ -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;
+};
@@ -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>
+  );
+};
@@ -4,7 +4,7 @@ import { cn } from '@documenso/ui/lib/utils';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
+import { CheckCircle2, Clock, File, TimerOff, XCircle } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 import type { HTMLAttributes } from 'react';

@@ -46,6 +46,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
    icon: XCircle,
    color: 'text-red-500 dark:text-red-300',
  },
+  EXPIRED: {
+    label: msg`Expired`,
+    labelExtended: msg`Document expired`,
+    icon: TimerOff,
+    color: 'text-orange-500 dark:text-orange-300',
+  },
  INBOX: {
    label: msg`Inbox`,
    labelExtended: msg`Document inbox`,
@@ -54,6 +54,7 @@ import { useCurrentTeam } from '~/providers/team';

 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
 import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 import { EnvelopeRecipientSelector } from './envelope-recipient-selector';

@@ -238,6 +239,8 @@ export const EnvelopeEditorFieldsPage = () => {
          }
        />

+        <EnvelopeEditorInvalidDirectTemplateAlert />
+
        {/* Document View */}
        <div className="mt-4 flex h-full flex-col items-center justify-center">
          {envelope.recipients.length === 0 && (
@@ -0,0 +1,55 @@
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+
+export type EnvelopeEditorInvalidDirectTemplateAlertProps = {
+  className?: string;
+};
+
+/**
+ * Warns that a direct link template cannot be used because one or more signers
+ * are missing a signature field.
+ */
+export const EnvelopeEditorInvalidDirectTemplateAlert = ({
+  className,
+}: EnvelopeEditorInvalidDirectTemplateAlertProps) => {
+  const { envelope, isTemplate } = useCurrentEnvelopeEditor();
+
+  const signersMissingSignatureFields = useMemo(() => {
+    if (!isTemplate || !envelope.directLink?.enabled) {
+      return [];
+    }
+
+    return getRecipientsWithMissingFields(envelope.recipients, envelope.fields);
+  }, [isTemplate, envelope.directLink, envelope.recipients, envelope.fields]);
+
+  if (signersMissingSignatureFields.length === 0) {
+    return null;
+  }
+
+  return (
+    <Alert
+      variant="destructive"
+      className={cn('mx-auto w-full max-w-[800px] flex-row items-start gap-3 rounded-sm', className)}
+    >
+      <AlertTitle>
+        <Trans>Invalid direct link template</Trans>
+      </AlertTitle>
+
+      <AlertDescription>
+        <Trans>
+          Recipients cannot use this direct link template because the following signers are missing a signature field
+        </Trans>
+
+        <ul className="list-disc pl-5">
+          {signersMissingSignatureFields.map((recipient, i) => (
+            <li key={recipient.id}>{recipient.email || recipient.name || `Recipient ${i + 1}`}</li>
+          ))}
+        </ul>
+      </AlertDescription>
+    </Alert>
+  );
+};
@@ -22,6 +22,7 @@ import { match } from 'ts-pattern';
 import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
 import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';

+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';

 export const EnvelopeEditorPreviewPage = () => {
@@ -228,6 +229,8 @@ export const EnvelopeEditorPreviewPage = () => {
          {/* Horizontal envelope item selector */}
          <EnvelopeRendererFileSelector className="px-0" fields={editorFields.localFields} />

+          <EnvelopeEditorInvalidDirectTemplateAlert className="mb-4" />
+
          <Alert variant="warning" className="mx-auto max-w-[800px]">
            <AlertTitle>
              <Trans>Preview Mode</Trans>
@@ -7,7 +7,12 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
 import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
-import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
+import {
+  isAssistantLastSigner,
+  isCcRecipient,
+  normalizeRecipientSigningOrders,
+  canRecipientBeModified as utilCanRecipientBeModified,
+} from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
 import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
 import {
@@ -156,16 +161,12 @@ export const EnvelopeEditorRecipientForm = () => {
  }, [watchedSigners]);

  const normalizeSigningOrders = (signers: typeof watchedSigners) => {
-    return signers
-      .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
-      .map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
+    return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
  };

-  const {
-    append: appendSigner,
-    fields: signers,
-    remove: removeSigner,
-  } = useFieldArray({
+  const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
+
+  const { fields: signers, remove: removeSigner } = useFieldArray({
    control,
    name: 'signers',
    keyName: 'nativeId',
@@ -208,14 +209,31 @@ export const EnvelopeEditorRecipientForm = () => {
    return utilCanRecipientBeModified(recipient, fields);
  };

+  const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
+    const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
+
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+
+    if (shouldFocus) {
+      const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
+
+      if (signerIndex !== -1) {
+        requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
+      }
+    }
+  };
+
  const onAddSigner = () => {
-    appendSigner({
+    appendNormalizedSigner({
      formId: nanoid(12),
      name: '',
      email: '',
      role: RecipientRole.SIGNER,
      actionAuth: [],
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+      signingOrder: activeRecipientCount + 1,
    });
  };

@@ -323,18 +341,16 @@ export const EnvelopeEditorRecipientForm = () => {

      form.setFocus(`signers.${emptySignerIndex}.email`);
    } else {
-      appendSigner(
+      appendNormalizedSigner(
        {
          formId: nanoid(12),
          name: currentEditorName ?? '',
          email: currentEditorEmail ?? '',
          role: RecipientRole.SIGNER,
          actionAuth: [],
-          signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
-        },
-        {
-          shouldFocus: true,
+          signingOrder: activeRecipientCount + 1,
        },
+        true,
      );

      void form.trigger('signers');
@@ -369,18 +385,14 @@ export const EnvelopeEditorRecipientForm = () => {

      items.splice(insertIndex, 0, reorderedSigner);

-      const updatedSigners = items.map((signer, index) => ({
-        ...signer,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(items);

      form.setValue('signers', updatedSigners, {
        shouldValidate: true,
        shouldDirty: true,
      });

-      const lastSigner = updatedSigners[updatedSigners.length - 1];
-      if (lastSigner.role === RecipientRole.ASSISTANT) {
+      if (isAssistantLastSigner(updatedSigners)) {
        toast({
          title: t`Warning: Assistant as last signer`,
          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -411,18 +423,19 @@ export const EnvelopeEditorRecipientForm = () => {
        return;
      }

-      const updatedSigners = currentSigners.map((signer, idx) => ({
-        ...signer,
-        role: idx === index ? role : signer.role,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(
+        currentSigners.map((signer, idx) => ({
+          ...signer,
+          role: idx === index ? role : signer.role,
+        })),
+      );

      form.setValue('signers', updatedSigners, {
        shouldValidate: true,
        shouldDirty: true,
      });

-      if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
+      if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
        toast({
          title: t`Warning: Assistant as last signer`,
          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -447,22 +460,30 @@ export const EnvelopeEditorRecipientForm = () => {
      const currentSigners = form.getValues('signers');
      const signer = currentSigners[index];

-      // Remove signer from current position and insert at new position
-      const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
-      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
-      remainingSigners.splice(newPosition, 0, signer);
+      if (isCcRecipient(signer)) {
+        return;
+      }

-      const updatedSigners = remainingSigners.map((s, idx) => ({
-        ...s,
-        signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
-      }));
+      const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
+      const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
+      const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
+
+      if (currentSigningOrderIndex === -1) {
+        return;
+      }
+
+      const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
+      nonCcSigners.splice(newPosition, 0, reorderedSigner);
+
+      const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);

      form.setValue('signers', updatedSigners, {
        shouldValidate: true,
        shouldDirty: true,
      });

-      if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
+      if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
        toast({
          title: t`Warning: Assistant as last signer`,
          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -476,10 +497,12 @@ export const EnvelopeEditorRecipientForm = () => {
    setShowSigningOrderConfirmation(false);

    const currentSigners = form.getValues('signers');
-    const updatedSigners = currentSigners.map((signer) => ({
-      ...signer,
-      role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
-    }));
+    const updatedSigners = normalizeSigningOrders(
+      currentSigners.map((signer) => ({
+        ...signer,
+        role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+      })),
+    );

    form.setValue('signers', updatedSigners, {
      shouldValidate: true,
@@ -796,6 +819,7 @@ export const EnvelopeEditorRecipientForm = () => {
                        isDragDisabled={
                          !isSigningOrderSequential ||
                          isSubmitting ||
+                          isCcRecipient(signer) ||
                          !canRecipientBeModified(signer.id) ||
                          !signer.signingOrder
                        }
@@ -819,7 +843,11 @@ export const EnvelopeEditorRecipientForm = () => {
                              })}
                            >
                              <div className="flex flex-row items-center gap-x-2">
-                                {isSigningOrderSequential && (
+                                {isSigningOrderSequential && isCcRecipient(signer) && (
+                                  <div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
+                                )}
+
+                                {isSigningOrderSequential && !isCcRecipient(signer) && (
                                  <FormField
                                    control={form.control}
                                    name={`signers.${index}.signingOrder`}
@@ -835,7 +863,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                        <FormControl>
                                          <Input
                                            type="number"
-                                            max={signers.length}
+                                            max={activeRecipientCount}
                                            data-testid="signing-order-input"
                                            className={cn(
                                              'w-10 text-center',
@@ -976,7 +1004,6 @@ export const EnvelopeEditorRecipientForm = () => {
                                          onValueChange={(value) => {
                                            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
                                            handleRoleChange(index, value as RecipientRole);
-                                            field.onChange(value);
                                          }}
                                          disabled={
                                            snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
@@ -26,6 +26,7 @@ import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from

 import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';

+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
 import { EnvelopeItemTitleInput } from './envelope-editor-title-input';

@@ -449,6 +450,9 @@ export const EnvelopeEditorUploadPage = () => {
  return (
    <div className="mx-auto max-w-4xl space-y-6 p-8">
      <input {...getReplaceInputProps()} />
+
+      <EnvelopeEditorInvalidDirectTemplateAlert className="max-w-none" />
+
      <Card backdropBlur={false} className="border">
        <CardHeader className="pb-3">
          <CardTitle>
@@ -0,0 +1,144 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
+import { isAdmin } from '@documenso/lib/utils/is-admin';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import type { TAdminSearchResultType } from '@documenso/trpc/server/admin-router/admin-search.types';
+import { ADMIN_SEARCH_MAX_QUERY_LENGTH } from '@documenso/trpc/server/admin-router/admin-search.types';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { keepPreviousData } from '@tanstack/react-query';
+import type { LucideIcon } from 'lucide-react';
+import { ArrowRightIcon, Building2Icon, CreditCardIcon, FileTextIcon, UserIcon, UsersIcon } from 'lucide-react';
+import { useMemo } from 'react';
+import type { PromptCategory, PromptItem } from './app-command-menu.types';
+
+/**
+ * The maximum number of results the admin search returns per resource type.
+ */
+const ADMIN_SEARCH_RESULTS_CAP = 5;
+
+const ADMIN_GROUP_LABELS: Record<TAdminSearchResultType, MessageDescriptor> = {
+  document: msg`Documents`,
+  user: msg`Users`,
+  organisation: msg`Organisations`,
+  team: msg`Teams`,
+  recipient: msg`Recipients`,
+  subscription: msg`Subscriptions`,
+};
+
+const ADMIN_GROUP_ICONS: Record<TAdminSearchResultType, LucideIcon> = {
+  document: FileTextIcon,
+  user: UserIcon,
+  organisation: Building2Icon,
+  team: UsersIcon,
+  recipient: UserIcon,
+  subscription: CreditCardIcon,
+};
+
+/**
+ * Admin list pages which support prefilling their search from the URL, used
+ * for the "View all results" links on capped groups. Teams, recipients and
+ * subscriptions have no admin list pages.
+ */
+const ADMIN_GROUP_LIST_PATHS: Partial<Record<TAdminSearchResultType, (_query: string) => string>> = {
+  document: (query) => `/admin/documents?term=${encodeURIComponent(query)}`,
+  user: (query) => `/admin/users?search=${encodeURIComponent(query)}`,
+  organisation: (query) => `/admin/organisations?query=${encodeURIComponent(query)}`,
+};
+
+export type UseAdminSearchCategoriesOptions = {
+  /**
+   * The trimmed, debounced search query.
+   */
+  query: string;
+  open: boolean;
+};
+
+/**
+ * The isolated admin portion of the command prompt: searches every admin
+ * resource and maps the results to prompt categories marked as global.
+ *
+ * Returns no categories and never queries for non admin users. The admin
+ * search endpoint is additionally guarded server side by the admin procedure.
+ */
+export const useAdminSearchCategories = ({ query, open }: UseAdminSearchCategoriesOptions) => {
+  const { user } = useSession();
+
+  const isUserAdmin = isAdmin(user);
+
+  // Admin searches hit every resource table, so require a longer query unless
+  // it is a number, which could be a resource ID of any length. Queries over
+  // the endpoint's length limit are skipped entirely instead of being sent
+  // and rejected.
+  const hasValidAdminSearch =
+    isUserAdmin && query.length <= ADMIN_SEARCH_MAX_QUERY_LENGTH && (query.length > 3 || /^\d+$/.test(query));
+
+  const {
+    data: adminSearchData,
+    isFetching,
+    isError,
+  } = trpcReact.admin.search.useQuery(
+    {
+      query,
+    },
+    {
+      enabled: open && hasValidAdminSearch,
+      placeholderData: keepPreviousData,
+      // Retyping is the retry in a search-as-you-type flow: fail fast so the
+      // prompt can surface an honest error state instead of retrying.
+      retry: false,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    },
+  );
+
+  const categories = useMemo((): PromptCategory[] => {
+    if (!hasValidAdminSearch || !adminSearchData) {
+      return [];
+    }
+
+    return adminSearchData.groups.map((group) => {
+      const isCapped = group.results.length >= ADMIN_SEARCH_RESULTS_CAP;
+      const buildListPath = ADMIN_GROUP_LIST_PATHS[group.type];
+
+      const items: PromptItem[] = group.results.map((result) => ({
+        id: `admin-${group.type}-${result.value}`,
+        label: result.label,
+        sublabel: result.sublabel,
+        path: result.path,
+        icon: ADMIN_GROUP_ICONS[group.type],
+        initials: group.type === 'user' || group.type === 'recipient' ? extractInitials(result.label) : undefined,
+      }));
+
+      // Capped groups link to the full admin list page with the search
+      // prefilled so the cap is never a dead end.
+      if (isCapped && buildListPath) {
+        items.push({
+          id: `admin-${group.type}-view-all`,
+          label: msg`View all results`,
+          path: buildListPath(query),
+          icon: ArrowRightIcon,
+        });
+      }
+
+      return {
+        id: `admin-${group.type}`,
+        label: ADMIN_GROUP_LABELS[group.type],
+        items,
+        count: group.results.length,
+        chipCount: group.results.length,
+        isCapped,
+        isGlobal: true,
+      };
+    });
+  }, [hasValidAdminSearch, adminSearchData, query]);
+
+  return {
+    isUserAdmin,
+    categories,
+    isFetching,
+    isError,
+  };
+};
@@ -1,7 +1,7 @@
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Bird, CheckCircle2, XCircle } from 'lucide-react';
+import { Bird, CheckCircle2, TimerOff, XCircle } from 'lucide-react';
 import { match } from 'ts-pattern';

 export type DocumentsTableEmptyStateProps = { status: ExtendedDocumentStatus };
@@ -29,6 +29,16 @@ export const DocumentsTableEmptyState = ({ status }: DocumentsTableEmptyStatePro
      message: msg`There are no cancelled documents. Documents you cancel will remain here as a record that they were distributed.`,
      icon: XCircle,
    }))
+    .with(ExtendedDocumentStatus.REJECTED, () => ({
+      title: msg`No rejected documents`,
+      message: msg`There are no rejected documents. Documents that a recipient declines to sign will appear here.`,
+      icon: XCircle,
+    }))
+    .with(ExtendedDocumentStatus.EXPIRED, () => ({
+      title: msg`No expired documents`,
+      message: msg`There are no documents with expired signing links. You can redistribute a document to renew its expiration.`,
+      icon: TimerOff,
+    }))
    .with(ExtendedDocumentStatus.ALL, () => ({
      title: msg`We're all empty`,
      message: msg`You have not yet created or received any documents. To create a document please upload one.`,
@@ -88,7 +88,7 @@ export default function OrganisationSettingsDocumentPage() {
          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
-          delegateDocumentOwnership: delegateDocumentOwnership,
+          delegateDocumentOwnership,
          aiFeaturesEnabled,
          envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
          reminderSettings: reminderSettings ?? undefined,
@@ -76,6 +76,7 @@ export default function DocumentsPage() {
    [ExtendedDocumentStatus.COMPLETED]: 0,
    [ExtendedDocumentStatus.REJECTED]: 0,
    [ExtendedDocumentStatus.CANCELLED]: 0,
+    [ExtendedDocumentStatus.EXPIRED]: 0,
    [ExtendedDocumentStatus.INBOX]: 0,
    [ExtendedDocumentStatus.ALL]: 0,
  });
@@ -157,6 +158,8 @@ export default function DocumentsPage() {
                  ExtendedDocumentStatus.COMPLETED,
                  ExtendedDocumentStatus.CANCELLED,
                  ExtendedDocumentStatus.DRAFT,
+                  ExtendedDocumentStatus.REJECTED,
+                  ExtendedDocumentStatus.EXPIRED,
                  ExtendedDocumentStatus.ALL,
                ]
                  .filter((value) => {
@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
                uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
                drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
              }),
-          delegateDocumentOwnership: delegateDocumentOwnership,
+          delegateDocumentOwnership,
        },
      });

@@ -7,6 +7,7 @@ import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/
 import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 import { Plural } from '@lingui/react/macro';
 import { UsersIcon } from 'lucide-react';
@@ -14,6 +15,7 @@ import { redirect } from 'react-router';
 import { match } from 'ts-pattern';

 import { Header as AuthenticatedHeader } from '~/components/general/app-header';
+import { DirectTemplateInvalidPageView } from '~/components/general/direct-template/direct-template-invalid-page';
 import { DirectTemplatePageView } from '~/components/general/direct-template/direct-template-page';
 import { DirectTemplateAuthPageView } from '~/components/general/direct-template/direct-template-signing-auth-page';
 import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
@@ -70,8 +72,18 @@ const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
    };
  }

+  const recipientsWithMissingFields = getRecipientsWithMissingFields(template.recipients, template.fields);
+
+  if (recipientsWithMissingFields.length > 0) {
+    return {
+      isAccessAuthValid: true,
+      isTemplateMissingSignatures: true,
+    } as const;
+  }
+
  return {
    isAccessAuthValid: true,
+    isTemplateMissingSignatures: false,
    template: {
      ...template,
      folder: null,
@@ -96,6 +108,7 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
    .then((envelopeForSigning) => {
      return {
        isDocumentAccessValid: true,
+        isTemplateMissingSignatures: false,
        envelopeForSigning,
      } as const;
    })
@@ -108,6 +121,13 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
        } as const;
      }

+      if (error.code === AppErrorCode.MISSING_SIGNATURE_FIELD) {
+        return {
+          isDocumentAccessValid: true,
+          isTemplateMissingSignatures: true,
+        } as const;
+      }
+
      throw new Response('Not Found', { status: 404 });
    });
 };
@@ -181,6 +201,10 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
    return <DirectTemplateAuthPageView />;
  }

+  if (data.isTemplateMissingSignatures) {
+    return <DirectTemplateInvalidPageView />;
+  }
+
  const { template, directTemplateRecipient } = data;

  return (
@@ -235,6 +259,10 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
    return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
  }

+  if (data.isTemplateMissingSignatures) {
+    return <DirectTemplateInvalidPageView />;
+  }
+
  const { envelope, recipient } = data.envelopeForSigning;

  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
@@ -1,98 +1,15 @@
-import { prisma } from '@documenso/prisma';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import { OrganisationMemberInviteStatus } from '@prisma/client';
-import { Link } from 'react-router';
+import { redirect } from 'react-router';

 import type { Route } from './+types/organisation.decline.$token';

-export async function loader({ params }: Route.LoaderArgs) {
+export function loader({ params }: Route.LoaderArgs) {
  const { token } = params;

  if (!token) {
-    return {
-      state: 'InvalidLink',
-    } as const;
+    throw redirect('/');
  }

-  const organisationMemberInvite = await prisma.organisationMemberInvite.findUnique({
-    where: {
-      token,
-    },
-    include: {
-      organisation: {
-        select: {
-          name: true,
-        },
-      },
-    },
-  });
-
-  if (!organisationMemberInvite) {
-    return {
-      state: 'InvalidLink',
-    } as const;
-  }
-
-  if (organisationMemberInvite.status !== OrganisationMemberInviteStatus.DECLINED) {
-    await prisma.organisationMemberInvite.update({
-      where: {
-        id: organisationMemberInvite.id,
-      },
-      data: {
-        status: OrganisationMemberInviteStatus.DECLINED,
-      },
-    });
-  }
-
-  return {
-    state: 'Success',
-    organisationName: organisationMemberInvite.organisation.name,
-  } as const;
-}
-
-export default function DeclineInvitationPage({ loaderData }: Route.ComponentProps) {
-  const data = loaderData;
-
-  if (data.state === 'InvalidLink') {
-    return (
-      <div className="w-screen max-w-lg px-4">
-        <div className="w-full">
-          <h1 className="font-semibold text-4xl">
-            <Trans>Invalid token</Trans>
-          </h1>
-
-          <p className="mt-2 mb-4 text-muted-foreground text-sm">
-            <Trans>This token is invalid or has expired. No action is needed.</Trans>
-          </p>
-
-          <Button asChild>
-            <Link to="/">
-              <Trans>Return</Trans>
-            </Link>
-          </Button>
-        </div>
-      </div>
-    );
-  }
-
-  return (
-    <div className="w-screen max-w-lg px-4">
-      <h1 className="font-semibold text-4xl">
-        <Trans>Invitation declined</Trans>
-      </h1>
-
-      <p className="mt-2 mb-4 text-muted-foreground text-sm">
-        <Trans>
-          You have declined the invitation from <strong>{data.organisationName}</strong> to join their organisation.
-        </Trans>
-      </p>
-
-      <Button asChild>
-        <Link to="/">
-          <Trans>Return to Home</Trans>
-        </Link>
-      </Button>
-    </div>
-  );
+  // Declining now happens on the invite page via tRPC. Redirect there with the
+  // `action=decline` flag so it renders the decline-only view (no accept).
+  throw redirect(`/organisation/invite/${token}?action=decline`);
 }
@@ -1,9 +1,15 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
-import { acceptOrganisationInvitation } from '@documenso/lib/server-only/organisation/accept-organisation-invitation';
+import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { prisma } from '@documenso/prisma';
+import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import { Link } from 'react-router';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { OrganisationMemberInviteStatus } from '@prisma/client';
+import { useState } from 'react';
+import { Link, useSearchParams } from 'react-router';
+import { match } from 'ts-pattern';

 import type { Route } from './+types/organisation.invite.$token';

@@ -37,6 +43,22 @@ export async function loader({ params, request }: Route.LoaderArgs) {
    } as const;
  }

+  const organisationName = organisationMemberInvite.organisation.name;
+
+  if (organisationMemberInvite.status === OrganisationMemberInviteStatus.ACCEPTED) {
+    return {
+      state: 'AlreadyAccepted',
+      organisationName,
+    } as const;
+  }
+
+  if (organisationMemberInvite.status === OrganisationMemberInviteStatus.DECLINED) {
+    return {
+      state: 'AlreadyDeclined',
+      organisationName,
+    } as const;
+  }
+
  const user = await prisma.user.findFirst({
    where: {
      email: {
@@ -49,26 +71,13 @@ export async function loader({ params, request }: Route.LoaderArgs) {
    },
  });

-  // Directly convert the team member invite to a team member if they already have an account.
-  if (user) {
-    await acceptOrganisationInvitation({ token: organisationMemberInvite.token });
-  }
-
-  if (!user) {
-    return {
-      state: 'LoginRequired',
-      email: organisationMemberInvite.email,
-      organisationName: organisationMemberInvite.organisation.name,
-    } as const;
-  }
-
-  const isSessionUserTheInvitedUser = user.id === session.user?.id;
-
  return {
-    state: 'Success',
+    state: 'Pending',
+    token: organisationMemberInvite.token,
    email: organisationMemberInvite.email,
-    organisationName: organisationMemberInvite.organisation.name,
-    isSessionUserTheInvitedUser,
+    organisationName,
+    userExists: user !== null,
+    isSessionUserTheInvitedUser: user !== null && user.id === session.user?.id,
  } as const;
 }

@@ -97,57 +106,253 @@ export default function AcceptInvitationPage({ loaderData }: Route.ComponentProp
    );
  }

-  if (data.state === 'LoginRequired') {
+  if (data.state === 'AlreadyAccepted') {
    return (
-      <div>
-        <h1 className="font-semibold text-4xl">
-          <Trans>Organisation invitation</Trans>
-        </h1>
+      <div className="w-screen max-w-lg px-4">
+        <div className="w-full">
+          <h1 className="font-semibold text-4xl">
+            <Trans>Invitation already accepted</Trans>
+          </h1>

-        <p className="mt-2 text-muted-foreground text-sm">
-          <Trans>
-            You have been invited by <strong>{data.organisationName}</strong> to join their organisation.
-          </Trans>
-        </p>
+          <p className="mt-2 mb-4 text-muted-foreground text-sm">
+            <Trans>
+              You are already a member of <strong>{data.organisationName}</strong>.
+            </Trans>
+          </p>

-        <p className="mt-1 mb-4 text-muted-foreground text-sm">
-          <Trans>To accept this invitation you must create an account.</Trans>
-        </p>
-
-        <Button asChild>
-          <Link to={`/signup#email=${encodeURIComponent(data.email)}`}>
-            <Trans>Create account</Trans>
-          </Link>
-        </Button>
+          <Button asChild>
+            <Link to="/">
+              <Trans>Continue</Trans>
+            </Link>
+          </Button>
+        </div>
      </div>
    );
  }

+  if (data.state === 'AlreadyDeclined') {
+    return <InvitationDeclined organisationName={data.organisationName} />;
+  }
+
  return (
-    <div>
-      <h1 className="font-semibold text-4xl">
-        <Trans>Invitation accepted!</Trans>
-      </h1>
-
-      <p className="mt-2 mb-4 text-muted-foreground text-sm">
-        <Trans>
-          You have accepted an invitation from <strong>{data.organisationName}</strong> to join their organisation.
-        </Trans>
-      </p>
-
-      {data.isSessionUserTheInvitedUser ? (
-        <Button asChild>
-          <Link to="/">
-            <Trans>Continue</Trans>
-          </Link>
-        </Button>
-      ) : (
-        <Button asChild>
-          <Link to={`/signin#email=${encodeURIComponent(data.email)}`}>
-            <Trans>Continue to login</Trans>
-          </Link>
-        </Button>
-      )}
-    </div>
+    <PendingInvitation
+      token={data.token}
+      email={data.email}
+      organisationName={data.organisationName}
+      userExists={data.userExists}
+      isSessionUserTheInvitedUser={data.isSessionUserTheInvitedUser}
+    />
  );
 }
+
+type PendingInvitationProps = {
+  token: string;
+  email: string;
+  organisationName: string;
+  userExists: boolean;
+  isSessionUserTheInvitedUser: boolean;
+};
+
+type InvitationResult = 'idle' | 'accepted' | 'declined';
+
+type AcceptFailureReason = 'CapExceeded' | 'SubscriptionInactive' | 'Unknown';
+
+const PendingInvitation = ({
+  token,
+  email,
+  organisationName,
+  userExists,
+  isSessionUserTheInvitedUser,
+}: PendingInvitationProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { refreshSession } = useOptionalSession();
+
+  const [searchParams] = useSearchParams();
+  const actionIsDecline = searchParams.get('action') === 'decline';
+
+  const [result, setResult] = useState<InvitationResult>('idle');
+  const [acceptFailureReason, setAcceptFailureReason] = useState<AcceptFailureReason | null>(null);
+
+  const acceptInvitation = trpc.organisation.member.invite.accept.useMutation({
+    onSuccess: async () => {
+      await refreshSession();
+
+      setResult('accepted');
+    },
+    onError: (err) => {
+      const error = AppError.parseError(err);
+
+      const failureReason = match(error.code)
+        .with(AppErrorCode.LIMIT_EXCEEDED, () => 'CapExceeded' as const)
+        .with('SUBSCRIPTION_INACTIVE', () => 'SubscriptionInactive' as const)
+        .otherwise(() => 'Unknown' as const);
+
+      setAcceptFailureReason(failureReason);
+    },
+  });
+
+  const declineInvitation = trpc.organisation.member.invite.decline.useMutation({
+    onSuccess: async () => {
+      await refreshSession();
+
+      setResult('declined');
+    },
+    onError: () => {
+      toast({
+        title: t`Something went wrong`,
+        description: t`Unable to decline this invitation at this time.`,
+        variant: 'destructive',
+        duration: 10000,
+      });
+    },
+  });
+
+  if (result === 'accepted') {
+    return (
+      <div className="w-screen max-w-lg px-4">
+        <div className="w-full">
+          <h1 className="font-semibold text-4xl">
+            <Trans>Invitation accepted!</Trans>
+          </h1>
+
+          <p className="mt-2 mb-4 text-muted-foreground text-sm">
+            <Trans>
+              You have accepted an invitation from <strong>{organisationName}</strong> to join their organisation.
+            </Trans>
+          </p>
+
+          {isSessionUserTheInvitedUser ? (
+            <Button asChild>
+              <Link to="/">
+                <Trans>Continue</Trans>
+              </Link>
+            </Button>
+          ) : (
+            <Button asChild>
+              <Link to={`/signin#email=${encodeURIComponent(email)}`}>
+                <Trans>Continue to login</Trans>
+              </Link>
+            </Button>
+          )}
+        </div>
+      </div>
+    );
+  }
+
+  if (result === 'declined') {
+    return <InvitationDeclined organisationName={organisationName} />;
+  }
+
+  // Accepting requires an account (acceptance keys off the invited email).
+  // Declining does not, so we only gate account creation on the accept flow.
+  if (!actionIsDecline && !userExists) {
+    return (
+      <div className="w-screen max-w-lg px-4">
+        <div className="w-full">
+          <h1 className="font-semibold text-4xl">
+            <Trans>Organisation invitation</Trans>
+          </h1>
+
+          <p className="mt-2 text-muted-foreground text-sm">
+            <Trans>
+              You have been invited by <strong>{organisationName}</strong> to join their organisation.
+            </Trans>
+          </p>
+
+          <p className="mt-1 mb-4 text-muted-foreground text-sm">
+            <Trans>To accept this invitation you must create an account.</Trans>
+          </p>
+
+          <Button asChild>
+            <Link to={`/signup#email=${encodeURIComponent(email)}`}>
+              <Trans>Create account</Trans>
+            </Link>
+          </Button>
+        </div>
+      </div>
+    );
+  }
+
+  const isPending = acceptInvitation.isPending || declineInvitation.isPending;
+
+  return (
+    <div className="w-screen max-w-lg px-4">
+      <div className="w-full">
+        <h1 className="font-semibold text-4xl">
+          <Trans>Organisation invitation</Trans>
+        </h1>
+
+        <p className="mt-2 mb-4 text-muted-foreground text-sm">
+          <Trans>
+            You have been invited to join <strong>{organisationName}</strong> on Documenso.
+          </Trans>
+        </p>
+
+        {acceptFailureReason && (
+          <p className="mt-2 mb-4 text-destructive text-sm">
+            {match(acceptFailureReason)
+              .with('CapExceeded', () => (
+                <Trans>
+                  <strong>{organisationName}</strong> has reached its member limit. Please contact the organisation
+                  administrator to upgrade their plan before accepting this invitation.
+                </Trans>
+              ))
+              .with('SubscriptionInactive', () => (
+                <Trans>
+                  <strong>{organisationName}</strong> does not have an active subscription. Please contact the
+                  organisation administrator to renew their plan before accepting this invitation.
+                </Trans>
+              ))
+              .with('Unknown', () => (
+                <Trans>
+                  We were unable to add you to <strong>{organisationName}</strong> at this time. Please try again later,
+                  or contact the organisation administrator.
+                </Trans>
+              ))
+              .exhaustive()}
+          </p>
+        )}
+
+        <div className="flex items-center gap-x-4">
+          <Button
+            variant="destructive"
+            onClick={async () => declineInvitation.mutateAsync({ token })}
+            loading={declineInvitation.isPending}
+            disabled={isPending}
+          >
+            <Trans>Decline</Trans>
+          </Button>
+
+          {!actionIsDecline && (
+            <Button
+              onClick={async () => acceptInvitation.mutateAsync({ token })}
+              loading={acceptInvitation.isPending}
+              disabled={isPending}
+            >
+              <Trans>Accept</Trans>
+            </Button>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+};
+
+const InvitationDeclined = ({ organisationName }: { organisationName: string }) => {
+  return (
+    <div className="w-screen max-w-lg px-4">
+      <div className="w-full">
+        <h1 className="font-semibold text-4xl">
+          <Trans>Invitation declined</Trans>
+        </h1>
+
+        <p className="mt-2 mb-4 text-muted-foreground text-sm">
+          <Trans>
+            You have declined the invitation from <strong>{organisationName}</strong> to join their organisation.
+          </Trans>
+        </p>
+      </div>
+    </div>
+  );
+};
@@ -32,6 +32,10 @@ export const getDirectTemplateErrorMessage = (code: string): ToastMessageDescrip
  return match(code)
    .with('RECIPIENT_LIMIT_EXCEEDED', () => RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE)
    .with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
+      title: msg`Missing signature fields`,
+      description: msg`This direct link template cannot be used because one or more signers do not have a signature field assigned.`,
+    }))
    .otherwise(() => ({
      title: msg`Something went wrong`,
      description: msg`We were unable to submit this document at this time. Please try again later.`,
@@ -77,6 +81,10 @@ export const getTemplateUseErrorMessage = (code: string): ToastMessageDescriptor
      title: msg`Error`,
      description: msg`The document was created but could not be sent to recipients.`,
    }))
+    .with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
+      title: msg`Missing signature fields`,
+      description: msg`The document could not be sent because some signers do not have a signature field. Please edit the template and add a signature field for each signer.`,
+    }))
    .with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => ({
      title: msg`Error`,
      description: msg`The document could not be created because of missing or invalid information. Please review the template's recipients and fields.`,
@@ -106,5 +106,5 @@
    "vite-plugin-babel-macros": "^1.0.6",
    "vite-tsconfig-paths": "^5.1.4"
  },
-  "version": "2.15.0"
+  "version": "2.16.0"
 }
@@ -1,12 +1,12 @@
 {
  "name": "@documenso/root",
-  "version": "2.15.0",
+  "version": "2.16.0",
  "lockfileVersion": 3,
  "requires": true,
  "packages": {
    "": {
      "name": "@documenso/root",
-      "version": "2.15.0",
+      "version": "2.16.0",
      "hasInstallScript": true,
      "workspaces": [
        "apps/*",
@@ -366,7 +366,7 @@
    },
    "apps/remix": {
      "name": "@documenso/remix",
-      "version": "2.15.0",
+      "version": "2.16.0",
      "dependencies": {
        "@cantoo/pdf-lib": "^2.5.3",
        "@documenso/api": "*",
@@ -2952,9 +2952,6 @@
        "arm64"
      ],
      "dev": true,
-      "libc": [
-        "glibc"
-      ],
      "license": "MIT OR Apache-2.0",
      "optional": true,
      "os": [
@@ -2972,9 +2969,6 @@
        "arm64"
      ],
      "dev": true,
-      "libc": [
-        "musl"
-      ],
      "license": "MIT OR Apache-2.0",
      "optional": true,
      "os": [
@@ -2992,9 +2986,6 @@
        "x64"
      ],
      "dev": true,
-      "libc": [
-        "glibc"
-      ],
      "license": "MIT OR Apache-2.0",
      "optional": true,
      "os": [
@@ -3012,9 +3003,6 @@
        "x64"
      ],
      "dev": true,
-      "libc": [
-        "musl"
-      ],
      "license": "MIT OR Apache-2.0",
      "optional": true,
      "os": [
@@ -25026,9 +25014,6 @@
      "cpu": [
        "arm64"
      ],
-      "libc": [
-        "glibc"
-      ],
      "license": "MIT",
      "optional": true,
      "os": [
@@ -25045,9 +25030,6 @@
      "cpu": [
        "arm64"
      ],
-      "libc": [
-        "musl"
-      ],
      "license": "MIT",
      "optional": true,
      "os": [
@@ -25064,9 +25046,6 @@
      "cpu": [
        "x64"
      ],
-      "libc": [
-        "glibc"
-      ],
      "license": "MIT",
      "optional": true,
      "os": [
@@ -25083,9 +25062,6 @@
      "cpu": [
        "x64"
      ],
-      "libc": [
-        "musl"
-      ],
      "license": "MIT",
      "optional": true,
      "os": [
@@ -5,7 +5,7 @@
    "apps/*",
    "packages/*"
  ],
-  "version": "2.15.0",
+  "version": "2.16.0",
  "scripts": {
    "postinstall": "patch-package",
    "build": "turbo run build",
@@ -11,7 +11,7 @@ export const OpenAPIV1 = Object.assign(
        title: 'Documenso API',
        version: '1.0.0',
        description:
-          'API V1 is deprecated, but will continue to be supported. For more details, see https://docs.documenso.com/developers/public-api. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
+          'API V1 has been deprecated. For more details, see https://docs.documenso.com/docs/developers/api/migrate-to-envelopes. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
      },
      servers: [
        {
@@ -0,0 +1,439 @@
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { customAlphabet } from 'nanoid';
+
+import { apiSignin } from '../fixtures/authentication';
+import { openCommandMenu } from '../fixtures/command-menu';
+
+test.describe.configure({ mode: 'parallel' });
+
+const nanoid = customAlphabet('1234567890abcdef', 10);
+
+const ADMIN_PROMPT_PLACEHOLDER = 'Search documents, users, organisations…';
+
+test('[ADMIN][GLOBAL_SEARCH]: numeric query shows verified user result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(String(targetUser.id));
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  // The category chips include the admin groups with their result counts.
+  await expect(page.getByRole('button', { name: /Global Users/ })).toBeVisible();
+
+  const userOption = page.getByRole('option').filter({ hasText: targetUser.email }).first();
+
+  // Admin results are real links so they support native link behaviour such
+  // as opening in a new tab.
+  await expect(userOption.getByRole('link')).toHaveAttribute('href', `/admin/users/${targetUser.id}`);
+
+  await userOption.click();
+
+  await page.waitForURL(`/admin/users/${targetUser.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: numeric query shows verified team result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { team: targetTeam } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(String(targetTeam.id));
+
+  await expect(page.getByText('Global Teams', { exact: true })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: targetTeam.url }).first().click();
+
+  await page.waitForURL(`/admin/teams/${targetTeam.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: text query shows document result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-ui-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.title);
+
+  await expect(page.getByText('Global Documents', { exact: true })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: document.secondaryId }).first().click();
+
+  await page.waitForURL(`/admin/documents/${document.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: envelope_ prefixed query resolves exact document', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-ui-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.id);
+
+  await expect(page.getByText('Global Documents', { exact: true })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: document.title }).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: admin search requires more than 3 characters unless numeric', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  // A 3 character non-numeric query must not trigger the admin search. The
+  // personal document search fires for any non-empty query, so its response
+  // is the synchronization anchor proving the debounced queries have fired.
+  const documentSearchResponse = page.waitForResponse((response) => response.url().includes('document.search'));
+
+  await input.fill('abc');
+
+  await documentSearchResponse;
+
+  await expect(page.getByText(/^Global /)).toHaveCount(0);
+  expect(adminSearchRequests).toHaveLength(0);
+
+  // A numeric query fires regardless of length.
+  const adminSearchRequest = page.waitForRequest((request) => request.url().includes('admin.search'));
+
+  await input.fill('7');
+
+  await adminSearchRequest;
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: search bar position stays fixed while searching', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  const initialY = (await input.boundingBox())?.y;
+
+  expect(initialY).toBeGreaterThan(0);
+
+  // The height of the prompt may change as results come and go, but the
+  // search bar must never move.
+  await input.fill(String(targetUser.id));
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  const resultsY = (await input.boundingBox())?.y;
+
+  expect(resultsY).toBe(initialY);
+
+  // The search bar must not move when there are no results at all.
+  await input.fill('zzzz-no-such-thing-9x7q');
+
+  await expect(page.getByText('No results for')).toBeVisible();
+
+  const emptyY = (await input.boundingBox())?.y;
+
+  expect(emptyY).toBe(initialY);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: default view shows the document page links outside a team context', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Admin pages have no current team, the page links must still show.
+  await page.goto('/admin/stats');
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await expect(page.getByRole('option').filter({ hasText: 'All documents' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Draft documents' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'All templates' })).toBeVisible();
+
+  // Chips only show for categories with actual results, not for the
+  // hardcoded page links.
+  await expect(page.getByRole('button', { name: /^Documents/ })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: /^Templates/ })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: /^Settings/ })).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: theme can be changed from the prompt', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByRole('option').filter({ hasText: 'Change theme' }).first().click();
+
+  // The sub page has a contextual placeholder and a back option.
+  await expect(page.getByPlaceholder('Search themes…')).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Back' }).first()).toBeVisible();
+
+  await expect(page.getByRole('option').filter({ hasText: 'Dark Mode' })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: 'Dark Mode' }).first().click();
+
+  await expect(page.locator('html')).toHaveClass(/dark/);
+
+  // The back option returns to the root view.
+  await page.getByRole('option').filter({ hasText: 'Back' }).first().click();
+
+  await expect(page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: capped admin groups offer a view all link', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const namePrefix = `viewall-${nanoid()}`;
+
+  // Seed enough users sharing a name prefix to hit the 5 result cap.
+  for (let i = 0; i < 5; i++) {
+    await seedUser({ name: `${namePrefix}-${i}` });
+  }
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(namePrefix);
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  const viewAllOption = page.getByRole('option').filter({ hasText: 'View all results' }).first();
+
+  await expect(viewAllOption.getByRole('link')).toHaveAttribute(
+    'href',
+    `/admin/users?search=${encodeURIComponent(namePrefix)}`,
+  );
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: first result is highlighted after every search', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: firstUser } = await seedUser();
+  const { user: secondUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  // First search selects the first result.
+  await input.fill(String(firstUser.id));
+
+  await expect(page.getByRole('option').filter({ hasText: firstUser.email }).first()).toBeVisible();
+  await expect(page.locator('[cmdk-item]').first()).toHaveAttribute('aria-selected', 'true');
+
+  // A subsequent search with entirely new results must select the first
+  // result again.
+  await input.fill(String(secondUser.id));
+
+  await expect(page.getByRole('option').filter({ hasText: secondUser.email }).first()).toBeVisible();
+  await expect(page.locator('[cmdk-item]').first()).toHaveAttribute('aria-selected', 'true');
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: static items match fuzzy queries', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  // "setg" is a non-contiguous abbreviation of "Settings".
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('setg');
+
+  // Wait for the debounced filter to apply first, "Draft documents" can
+  // never match "setg" under either matching strategy.
+  await expect(page.getByRole('option').filter({ hasText: 'Draft documents' })).toHaveCount(0);
+
+  await expect(page.getByRole('option').filter({ hasText: 'Settings' }).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: page scrollbar is hidden while the prompt is open', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await expect
+    .poll(async () => await page.evaluate(() => getComputedStyle(document.documentElement).overflow))
+    .toBe('hidden');
+
+  await page.keyboard.press('Escape');
+
+  await expect
+    .poll(async () => await page.evaluate(() => getComputedStyle(document.documentElement).overflow))
+    .toBe('visible');
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: non-admin gets the prompt without the admin search', async ({ page }) => {
+  const { user, team } = await seedUser({ isAdmin: false });
+
+  const document = await seedPendingDocument(user, team.id, []);
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: user.email });
+
+  // Non-admins get the same prompt with a non-admin placeholder.
+  await openCommandMenu(page, 'Type a command or search...');
+
+  await expect(page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER)).toHaveCount(0);
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+
+  // Wait for the regular (non-admin) search to resolve so we know the
+  // debounced queries have fired.
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+
+  await expect(page.getByText(/^Global /)).toHaveCount(0);
+  expect(adminSearchRequests).toHaveLength(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: typing on a sub page fires no search requests', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const searchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (/api\/trpc\/(document|template|admin)\.search/.test(request.url())) {
+      searchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByRole('option').filter({ hasText: 'Change theme' }).first().click();
+
+  const input = page.getByPlaceholder('Search themes…');
+
+  await expect(input).toBeVisible();
+
+  // Long enough to pass the admin search threshold if it were enabled.
+  await input.fill('dark');
+
+  // The client-side filter applying proves the typing registered.
+  await expect(page.getByRole('option').filter({ hasText: 'Dark Mode' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Light Mode' })).toHaveCount(0);
+
+  // Wait out the 200ms search debounce with a wide margin before asserting
+  // that no requests fired: there is no response to anchor on when the
+  // desired behaviour is "no requests at all".
+  await page.waitForTimeout(750);
+
+  expect(searchRequests).toHaveLength(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: failed searches show an error state instead of no results', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await page.route(/api\/trpc\/(document|template|admin)\.search/, async (route) => {
+    await route.fulfill({ status: 500, contentType: 'application/json', body: '{}' });
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('zzzz-no-such-thing-9x7q');
+
+  // A failed search must be honest about it, not claim there are no results.
+  await expect(page.getByText('Something went wrong')).toBeVisible();
+  await expect(page.getByText('No results for')).toHaveCount(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: partial search failure still shows results with a notice', async ({ page }) => {
+  const { user: adminUser, team } = await seedUser({ isAdmin: true });
+
+  const document = await seedPendingDocument(adminUser, team.id, [], {
+    createDocumentOptions: { title: `partial-fail-${nanoid()}` },
+  });
+
+  // Only the admin search fails: the personal searches succeed.
+  await page.route(/api\/trpc\/admin\.search/, async (route) => {
+    await route.fulfill({ status: 500, contentType: 'application/json', body: '{}' });
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.title);
+
+  // The successful personal document search must still render its results.
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+
+  // The failed admin search must be flagged rather than silently dropped.
+  await expect(page.getByText('Some searches failed')).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: over-length query skips the admin search without erroring', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  // The admin search endpoint rejects queries longer than 100 characters, so
+  // the client must not send them. The personal searches accept up to 1024
+  // characters and still run, anchoring the debounced query flush.
+  const documentSearchResponse = page.waitForResponse((response) => response.url().includes('document.search'));
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('a'.repeat(150));
+
+  await documentSearchResponse;
+
+  // The personal searches ran and found nothing: the honest empty state, with
+  // no error in sight.
+  await expect(page.getByText('No results for')).toBeVisible();
+  await expect(page.getByText('Something went wrong')).toHaveCount(0);
+
+  expect(adminSearchRequests).toHaveLength(0);
+});
@@ -0,0 +1,249 @@
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { customAlphabet } from 'nanoid';
+
+import { apiSignin } from '../../../fixtures/authentication';
+
+const nanoid = customAlphabet('1234567890abcdef', 10);
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe.configure({ mode: 'parallel' });
+
+type AdminSearchGroup = {
+  type: string;
+  results: Array<{ label: string; sublabel?: string; path: string; value: string }>;
+};
+
+const callAdminSearch = async (page: Page, query: string) => {
+  const inputParam = encodeURIComponent(JSON.stringify({ json: { query } }));
+  const url = `${WEBAPP_BASE_URL}/api/trpc/admin.search?input=${inputParam}`;
+
+  const res = await page.context().request.get(url);
+
+  return {
+    res,
+    groups: res.ok()
+      ? // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        ((await res.json()).result.data.json.groups as AdminSearchGroup[])
+      : null,
+  };
+};
+
+const findGroup = (groups: AdminSearchGroup[] | null, type: string) =>
+  (groups ?? []).find((group) => group.type === type);
+
+// ─── Access control ──────────────────────────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: unauthenticated request is rejected with 401', async ({ page }) => {
+  const { res } = await callAdminSearch(page, 'anything');
+
+  expect(res.ok()).toBeFalsy();
+  expect(res.status()).toBe(401);
+});
+
+test('[ADMIN][TRPC][SEARCH]: non-admin authenticated user is rejected with 401', async ({ page }) => {
+  const { user: nonAdminUser } = await seedUser({ isAdmin: false });
+
+  await apiSignin({ page, email: nonAdminUser.email });
+
+  const { res } = await callAdminSearch(page, 'anything');
+
+  expect(res.ok()).toBeFalsy();
+  expect(res.status()).toBe(401);
+});
+
+// ─── Numeric queries: verified ID lookups ────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: numeric query returns verified user and team rows', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser, team: targetTeam } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Search by user ID.
+  const userSearch = await callAdminSearch(page, String(targetUser.id));
+
+  expect(userSearch.res.ok()).toBeTruthy();
+
+  const userGroup = findGroup(userSearch.groups, 'user');
+  expect(userGroup).toBeDefined();
+  expect(userGroup?.results).toHaveLength(1);
+  expect(userGroup?.results[0].path).toBe(`/admin/users/${targetUser.id}`);
+  expect(userGroup?.results[0].sublabel).toContain(targetUser.email);
+
+  // The cmdk `value` contract: value must contain the raw query.
+  expect(userGroup?.results[0].value).toContain(String(targetUser.id));
+
+  // Search by team ID.
+  const teamSearch = await callAdminSearch(page, String(targetTeam.id));
+
+  expect(teamSearch.res.ok()).toBeTruthy();
+
+  const teamGroup = findGroup(teamSearch.groups, 'team');
+  expect(teamGroup).toBeDefined();
+  expect(teamGroup?.results).toHaveLength(1);
+  expect(teamGroup?.results[0].path).toBe(`/admin/teams/${targetTeam.id}`);
+  expect(teamGroup?.results[0].label).toBe(targetTeam.name);
+});
+
+test('[ADMIN][TRPC][SEARCH]: numeric query returns verified document and recipient rows', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+  const { user: recipientUser } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [recipientUser]);
+  const legacyDocumentId = document.secondaryId.replace('document_', '');
+  const recipient = document.recipients[0];
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Search by legacy document ID (bare number).
+  const documentSearch = await callAdminSearch(page, legacyDocumentId);
+
+  expect(documentSearch.res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(documentSearch.groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results).toHaveLength(1);
+  expect(documentGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+  expect(documentGroup?.results[0].label).toBe(document.title);
+
+  // Search by recipient ID: links to the parent document.
+  const recipientSearch = await callAdminSearch(page, String(recipient.id));
+
+  expect(recipientSearch.res.ok()).toBeTruthy();
+
+  const recipientGroup = findGroup(recipientSearch.groups, 'recipient');
+  expect(recipientGroup).toBeDefined();
+  expect(recipientGroup?.results).toHaveLength(1);
+  expect(recipientGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+  expect(recipientGroup?.results[0].label).toBe(recipient.email);
+  expect(recipientGroup?.results[0].sublabel).toBe(`#${recipient.id} · ${recipient.name} · ${document.title}`);
+
+  // Search by the full document_<id> secondary ID: exercises the prefix branch.
+  const secondaryIdSearch = await callAdminSearch(page, document.secondaryId);
+
+  expect(secondaryIdSearch.res.ok()).toBeTruthy();
+
+  const secondaryIdGroup = findGroup(secondaryIdSearch.groups, 'document');
+  expect(secondaryIdGroup).toBeDefined();
+  expect(secondaryIdGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+});
+
+test('[ADMIN][TRPC][SEARCH]: numeric query with no matches returns no groups', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  const { res, groups } = await callAdminSearch(page, '999999999');
+
+  expect(res.ok()).toBeTruthy();
+  expect(groups).toEqual([]);
+});
+
+test('[ADMIN][TRPC][SEARCH]: oversized number does not error and falls back to text search', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  // 99999999999999 exceeds Int4, so it cannot be an ID lookup: it must be
+  // treated as text (and must not 500).
+  const oversizedNumber = '99999999999999';
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `${oversizedNumber}-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  const { res, groups } = await callAdminSearch(page, oversizedNumber);
+
+  expect(res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results.map((result) => result.path)).toContain(`/admin/documents/${document.id}`);
+});
+
+// ─── Prefixed ID queries: exact lookups ──────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: envelope_ and org_ prefixes resolve exact matches', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, organisation, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, []);
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // envelope_<id> resolves the document.
+  const envelopeSearch = await callAdminSearch(page, document.id);
+
+  expect(envelopeSearch.res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(envelopeSearch.groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results[0].path).toBe(`/admin/documents/${document.id}`);
+
+  // Only the document group is returned for a recognized prefix.
+  expect(envelopeSearch.groups).toHaveLength(1);
+
+  // org_<id> resolves the organisation.
+  const orgSearch = await callAdminSearch(page, organisation.id);
+
+  expect(orgSearch.res.ok()).toBeTruthy();
+
+  const orgGroup = findGroup(orgSearch.groups, 'organisation');
+  expect(orgGroup).toBeDefined();
+  expect(orgGroup?.results[0].path).toBe(`/admin/organisations/${organisation.id}`);
+  expect(orgGroup?.results[0].label).toBe(organisation.name);
+
+  // Only the organisation group is returned for a recognized prefix.
+  expect(orgSearch.groups).toHaveLength(1);
+});
+
+// ─── Free text queries ───────────────────────────────────────────────────────
+
+test('[ADMIN][TRPC][SEARCH]: text query matches documents by title and users by email', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  // A unique title: the default seeded title is shared across the whole suite,
+  // and global search only returns the newest few matches.
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Search by document title.
+  const titleSearch = await callAdminSearch(page, document.title);
+
+  expect(titleSearch.res.ok()).toBeTruthy();
+
+  const documentGroup = findGroup(titleSearch.groups, 'document');
+  expect(documentGroup).toBeDefined();
+  expect(documentGroup?.results.map((result) => result.path)).toContain(`/admin/documents/${document.id}`);
+
+  // Search by user email (emails are unique nanoid-based, so this is specific).
+  const emailSearch = await callAdminSearch(page, sender.email);
+
+  expect(emailSearch.res.ok()).toBeTruthy();
+
+  const userGroup = findGroup(emailSearch.groups, 'user');
+  expect(userGroup).toBeDefined();
+  expect(userGroup?.results[0].path).toBe(`/admin/users/${sender.id}`);
+});
+
+test('[ADMIN][TRPC][SEARCH]: gibberish query returns no groups', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  const { res, groups } = await callAdminSearch(page, 'zzzz-no-such-thing-9x7q');
+
+  expect(res.ok()).toBeTruthy();
+  expect(groups).toEqual([]);
+});
@@ -2,10 +2,20 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { prisma } from '@documenso/prisma';
-import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import {
+  DocumentSigningOrder,
+  DocumentStatus,
+  FieldType,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+} from '@documenso/prisma/client';
 import { seedBlankDocument, seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
+import { nanoid } from 'nanoid';
+
+import { signSignaturePad } from '../../fixtures/signature';

 test.describe('Document API', () => {
  test('sendDocument: should respect sendCompletionEmails setting', async ({ request }) => {
@@ -432,4 +442,194 @@ test.describe('Document API', () => {
    expect(response.ok()).toBeTruthy();
    expect(response.status()).toBe(200);
  });
+
+  test('sendDocument: should complete document immediately when all recipients are CC', async ({ request }) => {
+    const { user, team } = await seedUser();
+
+    // Create a blank document and get it with envelope items
+    const blankDocument = await seedBlankDocument(user, team.id);
+    const document = await prisma.envelope.findUniqueOrThrow({
+      where: { id: blankDocument.id },
+      include: { envelopeItems: true },
+    });
+
+    // Add two CC recipients without any fields, mirroring the production
+    // state where CC recipients are created pre-signed.
+    for (const email of ['cc1@example.com', 'cc2@example.com']) {
+      await prisma.recipient.create({
+        data: {
+          email,
+          name: 'Test CC',
+          role: RecipientRole.CC,
+          signingStatus: SigningStatus.SIGNED,
+          sendStatus: SendStatus.SENT,
+          token: nanoid(),
+          envelopeId: document.id,
+        },
+      });
+    }
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    const response = await request.post(
+      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v1/documents/${mapSecondaryIdToDocumentId(document.secondaryId)}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {},
+      },
+    );
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    // The document seals asynchronously and completes without anyone signing.
+    await expect
+      .poll(
+        async () => {
+          const updatedDocument = await prisma.envelope.findFirstOrThrow({
+            where: { id: document.id },
+          });
+
+          return updatedDocument.status;
+        },
+        { timeout: 30_000 },
+      )
+      .toBe(DocumentStatus.COMPLETED);
+  });
+
+  test('sendDocument: should not block initial sequential send when CC recipient is first in signing order', async ({
+    request,
+    page,
+  }) => {
+    const { user, team } = await seedUser();
+
+    // Create a blank document and get it with envelope items
+    const blankDocument = await seedBlankDocument(user, team.id);
+    const document = await prisma.envelope.findUniqueOrThrow({
+      where: { id: blankDocument.id },
+      include: { envelopeItems: true },
+    });
+
+    await prisma.documentMeta.update({
+      where: { id: document.documentMetaId },
+      data: { signingOrder: DocumentSigningOrder.SEQUENTIAL },
+    });
+
+    // CC recipient first in the signing order, mirroring the production
+    // state where CC recipients are created pre-signed.
+    await prisma.recipient.create({
+      data: {
+        email: 'cc@example.com',
+        name: 'Test CC',
+        role: RecipientRole.CC,
+        signingOrder: 1,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+        token: nanoid(),
+        envelopeId: document.id,
+      },
+    });
+
+    const [signerA, signerB] = await Promise.all(
+      [
+        { email: 'signer-a@example.com', name: 'Signer A', signingOrder: 2 },
+        { email: 'signer-b@example.com', name: 'Signer B', signingOrder: 3 },
+      ].map(async ({ email, name, signingOrder }) =>
+        prisma.recipient.create({
+          data: {
+            email,
+            name,
+            role: RecipientRole.SIGNER,
+            signingOrder,
+            token: nanoid(),
+            envelopeId: document.id,
+            fields: {
+              create: {
+                type: FieldType.SIGNATURE,
+                page: 1,
+                positionX: signingOrder * 10,
+                positionY: 10,
+                width: 5,
+                height: 5,
+                customText: '',
+                inserted: false,
+                envelopeId: document.id,
+                envelopeItemId: document.envelopeItems[0].id,
+                fieldMeta: { type: 'signature', fontSize: 14 },
+              },
+            },
+          },
+        }),
+      ),
+    );
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'test',
+      expiresIn: null,
+    });
+
+    const response = await request.post(
+      `${NEXT_PUBLIC_WEBAPP_URL()}/api/v1/documents/${mapSecondaryIdToDocumentId(document.secondaryId)}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {},
+      },
+    );
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    // The CC recipient at order 1 must not block signer A at order 2.
+    await page.goto(`/sign/${signerA.token}`);
+    await expect(page).not.toHaveURL(`/sign/${signerA.token}/waiting`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    // Signer B at order 3 must still wait for signer A.
+    await page.goto(`/sign/${signerB.token}`);
+    await expect(page).toHaveURL(`/sign/${signerB.token}/waiting`);
+
+    // Sign as signer A then signer B.
+    for (const signer of [signerA, signerB]) {
+      await page.goto(`/sign/${signer.token}`);
+      await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+      await signSignaturePad(page);
+
+      const signerField = await prisma.field.findFirstOrThrow({
+        where: { recipientId: signer.id },
+      });
+
+      await page.locator(`#field-${signerField.id}`).getByRole('button').click();
+
+      await page.getByRole('button', { name: 'Complete' }).click();
+      await page.getByRole('button', { name: 'Sign' }).click();
+      await page.waitForURL(`/sign/${signer.token}/complete`);
+    }
+
+    // The document completes without any action from the CC recipient.
+    await expect
+      .poll(
+        async () => {
+          const updatedDocument = await prisma.envelope.findFirstOrThrow({
+            where: { id: document.id },
+          });
+
+          return updatedDocument.status;
+        },
+        { timeout: 30_000 },
+      )
+      .toBe(DocumentStatus.COMPLETED);
+  });
 });
@@ -50,7 +50,7 @@ import type { Organisation, Team, User } from '@prisma/client';
 *
 * --- GLOBAL LIMIT AWARENESS ---
 * apps/remix/server/router.ts applies a GLOBAL per-IP limiter to /api/v1/*:
- *   apiV1RateLimit = 100 requests / 1 minute (action `api.v1`, see rate-limits.ts).
+ *   apiV1RateLimit = 1000 requests / 1 minute (action `api.v1`, see rate-limits.ts).
 * Every per-org limit/quota configured here is kept FAR below that ceiling (single
 * digits) and the suite runs serially so the shared-IP global bucket is never the
 * thing that trips. A global-limit 429 is shaped `{ error }` whereas an org-limit
@@ -62,7 +62,7 @@ const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
 const baseUrl = `${WEBAPP_BASE_URL}/api/v1`;

 // Run serially: all workers share one IP, and the global /api/v1 limiter is
-// per-IP. Serial execution keeps the shared global bucket well under 100/min.
+// per-IP. Serial execution keeps the shared global bucket well under 1000/min.
 test.describe.configure({ mode: 'serial' });

 // This suite is only meaningful with real rate limiting enabled. CI sets the
@@ -125,7 +125,7 @@ const setClaimLimits = async (team: Team, limits: ClaimLimits) => {
 * GLOBAL /api/v1 IP bucket so a fresh scenario starts from zero.
 *
 * - The org windowed limiter keys its rows `ip:org:<id>`.
- * - The GLOBAL limiter (apps/remix/server/router.ts -> apiV1RateLimit, 100/min
+ * - The GLOBAL limiter (apps/remix/server/router.ts -> apiV1RateLimit, 1000/min
 *   per IP, action `api.v1`) is shared by EVERY v1 request from this test client.
 *   Across the suite (and especially across repeated local runs within the same
 *   minute) that shared bucket would otherwise fill up and trip BEFORE the org
@@ -1,7 +1,13 @@
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
+import {
+  DocumentStatus,
+  DocumentVisibility,
+  RecipientRole,
+  SigningStatus,
+  TeamMemberRole,
+} from '@documenso/prisma/client';
 import {
  seedBlankDocument,
  seedCompletedDocument,
@@ -1560,3 +1566,307 @@ test.describe('Find Documents API - Adversarial: Cross-Team templateId', () => {
    expect(ownTemplate!.data[0].title).toBe('TeamA Doc from Template');
  });
 });
+
+test.describe('Find Documents API - Expired Recipient Filter', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+  const FUTURE = new Date(Date.now() + 24 * 60 * 60 * 1000);
+
+  test('hasExpiredRecipients=true returns only docs with an expired, unsigned, non-CC recipient', async ({
+    request,
+  }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'expired-token',
+      expiresIn: null,
+    });
+
+    const expiredDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Recipient Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const activeDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Recipient Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: activeDoc.id },
+      data: { expiresAt: FUTURE },
+    });
+
+    await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'No Expiry Doc' },
+    });
+
+    const { json } = await findDocuments(request, token, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('Expired Recipient Doc');
+    expect(titles).not.toContain('Active Recipient Doc');
+    expect(titles).not.toContain('No Expiry Doc');
+    expect(json!.count).toBe(1);
+  });
+
+  test('hasExpiredRecipients=false (and omitted) does not filter by expiry', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'expired-false-token',
+      expiresIn: null,
+    });
+
+    const expiredDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Doc' },
+    });
+
+    // "false" must NOT be coerced to true — both docs should be returned.
+    const { json: falseJson } = await findDocuments(request, token, { hasExpiredRecipients: 'false' });
+    expect(falseJson!.count).toBe(2);
+
+    const { json: omittedJson } = await findDocuments(request, token);
+    expect(omittedJson!.count).toBe(2);
+  });
+
+  test('excludes signed and CC recipients from the expired filter', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'expired-exclude-token',
+      expiresIn: null,
+    });
+
+    const signedDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired but Signed' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: signedDoc.id },
+      data: { expiresAt: PAST, signingStatus: SigningStatus.SIGNED },
+    });
+
+    const ccDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired but CC' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: ccDoc.id },
+      data: { expiresAt: PAST, role: RecipientRole.CC },
+    });
+
+    const validDoc = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Unsigned Signer' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: validDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findDocuments(request, token, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('Expired Unsigned Signer');
+    expect(titles).not.toContain('Expired but Signed');
+    expect(titles).not.toContain('Expired but CC');
+    expect(json!.count).toBe(1);
+  });
+});
+
+// ─── Adversarial: Expired Recipient Filter cross-tenant isolation ────────────
+// The expired filter adds an EXISTS subquery over Recipient. These tests ensure
+// that predicate never widens visibility past the caller's team/access scope.
+
+test.describe('Find Documents API - Adversarial: Cross-Team Expired Recipient Filter', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+
+  test('token scoped to team A must NOT see team B docs with expired recipients', async ({ request }) => {
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'teamA-expired-token',
+      expiresIn: null,
+    });
+
+    // Team A: one expired doc the caller is legitimately allowed to see.
+    const teamADoc = await seedPendingDocument(userA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // Team B: an expired doc that must remain invisible to team A's token.
+    const teamBDoc = await seedPendingDocument(userB, teamB.id, [recipient], {
+      createDocumentOptions: { title: 'TeamB Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findDocuments(request, tokenA, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamA Expired Doc');
+    expect(titles).not.toContain('TeamB Expired Doc');
+    expect(json!.count).toBe(1);
+  });
+
+  test('shared recipient email across teams does not leak the other team expired docs', async ({ request }) => {
+    // A recipient with the SAME email is on expired docs in both teams. The
+    // filter must still scope strictly to the token's team.
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: sharedRecipient } = await seedUser();
+
+    const { token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'teamB-expired-token',
+      expiresIn: null,
+    });
+
+    const teamADoc = await seedPendingDocument(userA, teamA.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamA Shared-Recipient Expired' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBDoc = await seedPendingDocument(userB, teamB.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamB Shared-Recipient Expired' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findDocuments(request, tokenB, { hasExpiredRecipients: 'true' });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamB Shared-Recipient Expired');
+    expect(titles).not.toContain('TeamA Shared-Recipient Expired');
+    expect(json!.count).toBe(1);
+  });
+
+  test('x-team-id spoofing with status=EXPIRED is rejected for a non-member', async ({ page }) => {
+    const { team: teamA, owner: ownerA } = await seedTeam();
+    const { team: teamB, owner: ownerB } = await seedTeam();
+    const { user: recipient } = await seedUser();
+
+    const teamADoc = await seedPendingDocument(ownerA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Secret' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // ownerB is NOT a member of teamA.
+    await apiSignin({ page, email: ownerB.email });
+
+    const res = await trpcQuery(page, 'document.findDocumentsInternal', teamA.id, {
+      status: 'EXPIRED',
+      page: 1,
+      perPage: 100,
+    });
+
+    expect(res.ok()).toBeFalsy();
+    expect(res.status()).toBe(404);
+  });
+
+  test('EXPIRED pseudo-status via session only returns the caller team expired docs (positive control)', async ({
+    page,
+  }) => {
+    const { team: teamA, owner: ownerA } = await seedTeam();
+    const { team: teamB, owner: ownerB } = await seedTeam();
+    const { user: recipient } = await seedUser();
+
+    const teamADoc = await seedPendingDocument(ownerA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Visible' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBDoc = await seedPendingDocument(ownerB, teamB.id, [recipient], {
+      createDocumentOptions: { title: 'TeamB Expired Hidden' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    await apiSignin({ page, email: ownerA.email });
+
+    const res = await trpcQuery(page, 'document.findDocumentsInternal', teamA.id, {
+      status: 'EXPIRED',
+      page: 1,
+      perPage: 100,
+    });
+
+    expect(res.ok()).toBeTruthy();
+    const data = await res.json();
+    const docs = data.result.data.json.data;
+    const titles = docs.map((d: { title: string }) => d.title);
+    expect(titles).toContain('TeamA Expired Visible');
+    expect(titles).not.toContain('TeamB Expired Hidden');
+  });
+
+  test('EXPIRED stats count is scoped to the caller team and excludes other-team expired docs', async ({ page }) => {
+    const { team: teamA, owner: ownerA } = await seedTeam();
+    const { team: teamB, owner: ownerB } = await seedTeam();
+    const { user: recipient } = await seedUser();
+
+    // One expired doc in team A.
+    const teamADoc = await seedPendingDocument(ownerA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired For Stats' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamADoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // Two expired docs in team B — must NOT bleed into team A's EXPIRED count.
+    for (const title of ['TeamB Expired For Stats 1', 'TeamB Expired For Stats 2']) {
+      const doc = await seedPendingDocument(ownerB, teamB.id, [recipient], {
+        createDocumentOptions: { title },
+      });
+      await prisma.recipient.updateMany({
+        where: { envelopeId: doc.id },
+        data: { expiresAt: PAST },
+      });
+    }
+
+    await apiSignin({ page, email: ownerA.email });
+
+    const res = await trpcQuery(page, 'document.findDocumentsInternal', teamA.id, {
+      page: 1,
+      perPage: 100,
+    });
+
+    expect(res.ok()).toBeTruthy();
+    const data = await res.json();
+    expect(data.result.data.json.stats.EXPIRED).toBe(1);
+  });
+});
@@ -1055,3 +1055,120 @@ test.describe('Find Envelopes API - Cross-User Isolation', () => {
    expect(titles).not.toContain('Member Org Team Env');
  });
 });
+
+test.describe('Find Envelopes API - Expired Recipient Filter', () => {
+  test('hasExpiredRecipients=true returns only envelopes with an expired, unsigned recipient', async ({ request }) => {
+    const { user, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token } = await createApiToken({
+      userId: user.id,
+      teamId: team.id,
+      tokenName: 'env-expired-token',
+      expiresIn: null,
+    });
+
+    const expiredEnvelope = await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredEnvelope.id },
+      data: { expiresAt: new Date(Date.now() - 24 * 60 * 60 * 1000) },
+    });
+
+    await seedPendingDocument(user, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Envelope' },
+    });
+
+    const { json } = await findEnvelopes(request, token, {
+      type: EnvelopeType.DOCUMENT,
+      hasExpiredRecipients: 'true',
+    });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('Expired Envelope');
+    expect(titles).not.toContain('Active Envelope');
+    expect(json!.count).toBe(1);
+  });
+});
+
+// ─── Adversarial: Expired Recipient Filter cross-tenant isolation ────────────
+
+test.describe('Find Envelopes API - Adversarial: Cross-Team Expired Recipient Filter', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+
+  test('token scoped to team A must NOT see team B envelopes with expired recipients', async ({ request }) => {
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const { token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'env-teamA-expired-token',
+      expiresIn: null,
+    });
+
+    const teamAEnvelope = await seedPendingDocument(userA, teamA.id, [recipient], {
+      createDocumentOptions: { title: 'TeamA Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamAEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBEnvelope = await seedPendingDocument(userB, teamB.id, [recipient], {
+      createDocumentOptions: { title: 'TeamB Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findEnvelopes(request, tokenA, {
+      type: EnvelopeType.DOCUMENT,
+      hasExpiredRecipients: 'true',
+    });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamA Expired Envelope');
+    expect(titles).not.toContain('TeamB Expired Envelope');
+    expect(json!.count).toBe(1);
+  });
+
+  test('shared recipient email across teams does not leak the other team expired envelopes', async ({ request }) => {
+    const { user: userA, team: teamA } = await seedUser();
+    const { user: userB, team: teamB } = await seedUser();
+    const { user: sharedRecipient } = await seedUser();
+
+    const { token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'env-teamB-expired-token',
+      expiresIn: null,
+    });
+
+    const teamAEnvelope = await seedPendingDocument(userA, teamA.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamA Shared Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamAEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const teamBEnvelope = await seedPendingDocument(userB, teamB.id, [sharedRecipient], {
+      createDocumentOptions: { title: 'TeamB Shared Expired Envelope' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: teamBEnvelope.id },
+      data: { expiresAt: PAST },
+    });
+
+    const { json } = await findEnvelopes(request, tokenB, {
+      type: EnvelopeType.DOCUMENT,
+      hasExpiredRecipients: 'true',
+    });
+    const titles = json!.data.map((d) => d.title);
+    expect(titles).toContain('TeamB Shared Expired Envelope');
+    expect(titles).not.toContain('TeamA Shared Expired Envelope');
+    expect(json!.count).toBe(1);
+  });
+});
@@ -37,7 +37,7 @@ import type { Organisation, Team, User } from '@prisma/client';
 *
 * --- GLOBAL LIMIT AWARENESS ---
 * apps/remix/server/router.ts applies a GLOBAL per-IP limiter to /api/v2/*:
- *   apiV2RateLimit = 100 requests / 1 minute (see rate-limits.ts).
+ *   apiV2RateLimit = 1000 requests / 1 minute (see rate-limits.ts).
 * Every per-org limit/quota configured here is kept FAR below that ceiling (single
 * digits) and the suite runs serially so the shared-IP global bucket is never the
 * thing that trips. A global-limit 429 is shaped `{ error }` whereas an org-limit
@@ -49,7 +49,7 @@ const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
 const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;

 // Run serially: all workers share one IP, and the global /api/v2 limiter is
-// per-IP. Serial execution keeps the shared global bucket well under 100/min.
+// per-IP. Serial execution keeps the shared global bucket well under 1000/min.
 test.describe.configure({ mode: 'serial' });

 // This suite is only meaningful with real rate limiting enabled. CI sets the
@@ -3,6 +3,9 @@ import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';

 import { apiSignin } from '../fixtures/authentication';
+import { openCommandMenu } from '../fixtures/command-menu';
+
+const COMMAND_MENU_PLACEHOLDER = 'Type a command or search...';

 test('[COMMAND_MENU]: should see sent documents', async ({ page }) => {
  const { user, team } = await seedUser();
@@ -14,9 +17,9 @@ test('[COMMAND_MENU]: should see sent documents', async ({ page }) => {
    email: user.email,
  });

-  await page.keyboard.press('Meta+K');
+  await openCommandMenu(page, COMMAND_MENU_PLACEHOLDER);

-  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await page.getByPlaceholder(COMMAND_MENU_PLACEHOLDER).first().fill(document.title);
  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
 });

@@ -30,9 +33,9 @@ test('[COMMAND_MENU]: should see received documents', async ({ page }) => {
    email: recipient.email,
  });

-  await page.keyboard.press('Meta+K');
+  await openCommandMenu(page, COMMAND_MENU_PLACEHOLDER);

-  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await page.getByPlaceholder(COMMAND_MENU_PLACEHOLDER).first().fill(document.title);
  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
 });

@@ -46,8 +49,8 @@ test('[COMMAND_MENU]: should be able to search by recipient', async ({ page }) =
    email: user.email,
  });

-  await page.keyboard.press('Meta+K');
+  await openCommandMenu(page, COMMAND_MENU_PLACEHOLDER);

-  await page.getByPlaceholder('Type a command or search...').first().fill(recipient.email);
+  await page.getByPlaceholder(COMMAND_MENU_PLACEHOLDER).first().fill(recipient.email);
  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
 });
@@ -2,7 +2,14 @@ import { prisma } from '@documenso/prisma';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
-import { DocumentSigningOrder, DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
+import {
+  DocumentSigningOrder,
+  DocumentStatus,
+  FieldType,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+} from '@prisma/client';

 import { signDirectSignaturePad, signSignaturePad } from '../fixtures/signature';

@@ -370,3 +377,221 @@ test('[NEXT_RECIPIENT_DICTATION]: should allow assistant to dictate next signer'
    expect(thirdRecipient.role).toBe(RecipientRole.SIGNER);
  }).toPass();
 });
+
+test('[NEXT_RECIPIENT_DICTATION]: should skip CC recipient when dictating next signer', async ({ page }) => {
+  const { user, team } = await seedUser();
+  const { user: firstSigner } = await seedUser();
+  const { user: ccUser } = await seedUser();
+  const { user: secondSigner } = await seedUser();
+
+  const { recipients, document } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    teamId: team.id,
+    recipients: [firstSigner, ccUser, secondSigner],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      {
+        // CC recipients are created pre-signed, mirroring production behaviour.
+        signingOrder: 2,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+      },
+      { signingOrder: 3 },
+    ],
+    updateDocumentOptions: {
+      documentMeta: {
+        upsert: {
+          create: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+          update: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+        },
+      },
+    },
+  });
+
+  const firstRecipient = recipients.find((r) => r.email === firstSigner.email);
+  const ccRecipient = recipients.find((r) => r.email === ccUser.email);
+
+  if (!firstRecipient || !ccRecipient) {
+    throw new Error('Recipients not found');
+  }
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient.id,
+    },
+  });
+
+  const { token, fields } = firstRecipient;
+
+  const signUrl = `/sign/${token}`;
+
+  await page.goto(signUrl);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await signSignaturePad(page);
+
+  // Fill in all fields
+  for (const field of fields) {
+    await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+    if (field.type === FieldType.TEXT) {
+      await page.locator('#custom-text').fill('TEXT');
+      await page.getByRole('button', { name: 'Save' }).click();
+    }
+
+    await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+  }
+
+  // Complete signing and verify the offered next recipient
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  await expect(page.getByRole('dialog')).toBeVisible();
+  await expect(page.getByText('Next Recipient Name')).toBeVisible();
+
+  // The dictation dialog must offer the second signer, not the CC recipient.
+  const dialog = page.getByRole('dialog');
+  await expect(dialog.getByLabel('Name')).toHaveValue(secondSigner.name ?? '');
+  await expect(dialog.getByLabel('Email')).toHaveValue(secondSigner.email);
+
+  // Submit and verify completion
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  // Verify document and recipient states
+  const updatedDocument = await prisma.envelope.findUniqueOrThrow({
+    where: { id: document.id },
+    include: {
+      recipients: {
+        orderBy: { signingOrder: 'asc' },
+      },
+    },
+  });
+
+  // Document should still be pending as the second signer has not signed
+  expect(updatedDocument.status).toBe(DocumentStatus.PENDING);
+
+  // The CC recipient must remain untouched
+  const updatedCcRecipient = updatedDocument.recipients[1];
+  expect(updatedCcRecipient.email).toBe(ccUser.email);
+  expect(updatedCcRecipient.role).toBe(RecipientRole.CC);
+  expect(updatedCcRecipient.signingStatus).toBe(SigningStatus.SIGNED);
+
+  // The second signer must remain the next pending recipient
+  const updatedSecondRecipient = updatedDocument.recipients[2];
+  expect(updatedSecondRecipient.email).toBe(secondSigner.email);
+  expect(updatedSecondRecipient.signingOrder).toBe(3);
+  expect(updatedSecondRecipient.signingStatus).toBe(SigningStatus.NOT_SIGNED);
+});
+
+test('[NEXT_RECIPIENT_DICTATION]: should not offer dictation when CC recipient is last', async ({ page }) => {
+  const { user, team } = await seedUser();
+  const { user: firstSigner } = await seedUser();
+  const { user: secondSigner } = await seedUser();
+  const { user: ccUser } = await seedUser();
+
+  const { recipients, document } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    teamId: team.id,
+    recipients: [firstSigner, secondSigner, ccUser],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      { signingOrder: 2 },
+      {
+        // CC recipients are created pre-signed, mirroring production behaviour.
+        signingOrder: 3,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+      },
+    ],
+    updateDocumentOptions: {
+      documentMeta: {
+        upsert: {
+          create: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+          update: {
+            allowDictateNextSigner: true,
+            signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          },
+        },
+      },
+    },
+  });
+
+  const firstRecipient = recipients.find((r) => r.email === firstSigner.email);
+  const secondRecipient = recipients.find((r) => r.email === secondSigner.email);
+  const ccRecipient = recipients.find((r) => r.email === ccUser.email);
+
+  if (!firstRecipient || !secondRecipient || !ccRecipient) {
+    throw new Error('Recipients not found');
+  }
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient.id,
+    },
+  });
+
+  // Sign as both signers in order.
+  for (const recipient of [firstRecipient, secondRecipient]) {
+    const { token, fields } = recipient;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    await signSignaturePad(page);
+
+    // Fill in all fields
+    for (const field of fields) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.locator('#custom-text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+    }
+
+    // Complete signing
+    await page.getByRole('button', { name: 'Complete' }).click();
+
+    await expect(page.getByRole('dialog')).toBeVisible();
+
+    if (recipient.id === secondRecipient.id) {
+      // The last actionable signer must not be offered the CC recipient.
+      await expect(page.getByText('Next Recipient Name')).not.toBeVisible();
+    }
+
+    // Submit and verify completion
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+  }
+
+  // The document completes without any action from the CC recipient.
+  await expect
+    .poll(
+      async () => {
+        const finalDocument = await prisma.envelope.findUniqueOrThrow({
+          where: { id: document.id },
+        });
+
+        return finalDocument.status;
+      },
+      { timeout: 30_000 },
+    )
+    .toBe(DocumentStatus.COMPLETED);
+});
@@ -4,7 +4,14 @@ import { prisma } from '@documenso/prisma';
 import { seedBlankDocument, seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
-import { DocumentSigningOrder, DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
+import {
+  DocumentSigningOrder,
+  DocumentStatus,
+  FieldType,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+} from '@prisma/client';
 import { DateTime } from 'luxon';

 import { apiSignin } from '../fixtures/authentication';
@@ -225,15 +232,20 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
  await page.getByLabel('Receives copy').click();
  await page.getByRole('button', { name: 'Add Signer' }).click();

-  await page.getByLabel('Email').nth(2).fill('user3@example.com');
-  await page.getByLabel('Name').nth(2).fill('User 3');
-  await page.getByRole('combobox').nth(2).click();
+  // CC recipients are kept last, so new rows are inserted above the CC row.
+  await expect(page.getByLabel('Email')).toHaveCount(3);
+
+  await page.getByLabel('Email').nth(1).fill('user3@example.com');
+  await page.getByLabel('Name').nth(1).fill('User 3');
+  await page.getByRole('combobox').nth(1).click();
  await page.getByLabel('Needs to approve').click();
  await page.getByRole('button', { name: 'Add Signer' }).click();

-  await page.getByLabel('Email').nth(3).fill('user4@example.com');
-  await page.getByLabel('Name').nth(3).fill('User 4');
-  await page.getByRole('combobox').nth(3).click();
+  await expect(page.getByLabel('Email')).toHaveCount(4);
+
+  await page.getByLabel('Email').nth(2).fill('user4@example.com');
+  await page.getByLabel('Name').nth(2).fill('User 4');
+  await page.getByRole('combobox').nth(2).click();
  await page.getByLabel('Needs to view').click();

  await page.getByRole('button', { name: 'Continue' }).click();
@@ -661,3 +673,182 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
  await expect(page).not.toHaveURL(`/sign/${activeRecipient?.token}/waiting`);
  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
 });
+
+test('[DOCUMENT_FLOW]: should skip CC recipients in sequential signing order', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const { document, recipients } = await seedPendingDocumentWithFullFields({
+    teamId: team.id,
+    owner: user,
+    recipients: ['signer1@example.com', 'cc@example.com', 'signer2@example.com'],
+    fields: [FieldType.SIGNATURE],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      {
+        // CC recipients are created pre-signed, mirroring production behaviour.
+        signingOrder: 2,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.SIGNED,
+        sendStatus: SendStatus.SENT,
+      },
+      { signingOrder: 3 },
+    ],
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: document.documentMetaId,
+    },
+    data: {
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const firstSigner = recipients.find((r) => r.email === 'signer1@example.com');
+  const ccRecipient = recipients.find((r) => r.email === 'cc@example.com');
+  const lastSigner = recipients.find((r) => r.email === 'signer2@example.com');
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient?.id,
+    },
+  });
+
+  // Sequential order is enforced: the last signer must wait while the first signer is pending.
+  await page.goto(`/sign/${lastSigner?.token}`);
+  await expect(page).toHaveURL(`/sign/${lastSigner?.token}/waiting`);
+
+  // Sign as the first signer.
+  await page.goto(`/sign/${firstSigner?.token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+  await signSignaturePad(page);
+
+  const firstSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: firstSigner?.id },
+  });
+
+  await page.locator(`#field-${firstSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${firstSigner?.token}/complete`);
+
+  // The CC recipient at order 2 must not block the last signer at order 3.
+  await page.goto(`/sign/${lastSigner?.token}`);
+  await expect(page).not.toHaveURL(`/sign/${lastSigner?.token}/waiting`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await signSignaturePad(page);
+
+  const lastSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: lastSigner?.id },
+  });
+
+  await page.locator(`#field-${lastSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${lastSigner?.token}/complete`);
+
+  // The document completes without any action from the CC recipient.
+  await expect
+    .poll(
+      async () => {
+        const finalDocument = await prisma.envelope.findFirstOrThrow({
+          where: { id: document.id },
+        });
+
+        return finalDocument.status;
+      },
+      { timeout: 30_000 },
+    )
+    .toBe(DocumentStatus.COMPLETED);
+});
+
+test('[DOCUMENT_FLOW]: should skip unsigned CC recipients in sequential signing order', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const { document, recipients } = await seedPendingDocumentWithFullFields({
+    teamId: team.id,
+    owner: user,
+    recipients: ['signer1@example.com', 'cc@example.com', 'signer2@example.com'],
+    fields: [FieldType.SIGNATURE],
+    recipientsCreateOptions: [
+      { signingOrder: 1 },
+      {
+        // Legacy/inconsistent data: a CC recipient that was never marked as signed.
+        signingOrder: 2,
+        role: RecipientRole.CC,
+        signingStatus: SigningStatus.NOT_SIGNED,
+      },
+      { signingOrder: 3 },
+    ],
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: document.documentMetaId,
+    },
+    data: {
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const firstSigner = recipients.find((r) => r.email === 'signer1@example.com');
+  const ccRecipient = recipients.find((r) => r.email === 'cc@example.com');
+  const lastSigner = recipients.find((r) => r.email === 'signer2@example.com');
+
+  // CC recipients cannot have fields.
+  await prisma.field.deleteMany({
+    where: {
+      recipientId: ccRecipient?.id,
+    },
+  });
+
+  // Sign as the first signer.
+  await page.goto(`/sign/${firstSigner?.token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+  await signSignaturePad(page);
+
+  const firstSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: firstSigner?.id },
+  });
+
+  await page.locator(`#field-${firstSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${firstSigner?.token}/complete`);
+
+  // The unsigned CC recipient at order 2 must not block the last signer at order 3.
+  await page.goto(`/sign/${lastSigner?.token}`);
+  await expect(page).not.toHaveURL(`/sign/${lastSigner?.token}/waiting`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await signSignaturePad(page);
+
+  const lastSignerField = await prisma.field.findFirstOrThrow({
+    where: { recipientId: lastSigner?.id },
+  });
+
+  await page.locator(`#field-${lastSignerField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`/sign/${lastSigner?.token}/complete`);
+
+  // The document completes without any action from the CC recipient.
+  await expect
+    .poll(
+      async () => {
+        const finalDocument = await prisma.envelope.findFirstOrThrow({
+          where: { id: document.id },
+        });
+
+        return finalDocument.status;
+      },
+      { timeout: 30_000 },
+    )
+    .toBe(DocumentStatus.COMPLETED);
+});
@@ -10,7 +10,14 @@ import { seedOrganisationMembers } from '@documenso/prisma/seed/organisations';
 import { seedTeam, seedTeamEmail, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 import { expect, test } from '@playwright/test';
-import { DocumentStatus, DocumentVisibility, OrganisationMemberRole, TeamMemberRole } from '@prisma/client';
+import {
+  DocumentStatus,
+  DocumentVisibility,
+  OrganisationMemberRole,
+  RecipientRole,
+  SigningStatus,
+  TeamMemberRole,
+} from '@prisma/client';

 import { apiSignin, apiSignout } from '../fixtures/authentication';
 import { checkDocumentTabCount } from '../fixtures/documents';
@@ -1165,3 +1172,132 @@ test.describe('Find Documents UI - Sender Filter', () => {
    await expect(page.getByRole('link', { name: 'Member1 Sent Doc' })).toBeVisible();
  });
 });
+
+test.describe('Find Documents UI - Rejected and Expired Tabs', () => {
+  const PAST = new Date(Date.now() - 24 * 60 * 60 * 1000);
+
+  test('rejected tab lists rejected documents and counts them independently', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    // A rejected document: envelope status REJECTED + a recipient who rejected.
+    const rejectedDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Rejected Doc' },
+    });
+    await prisma.envelope.update({
+      where: { id: rejectedDoc.id },
+      data: { status: DocumentStatus.REJECTED },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: rejectedDoc.id },
+      data: { signingStatus: SigningStatus.REJECTED },
+    });
+
+    // A plain pending document (noise — must not appear under Rejected).
+    await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Plain Pending Doc' },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    await checkDocumentTabCount(page, 'Rejected', 1);
+    await expect(page.getByRole('link', { name: 'Rejected Doc' })).toBeVisible();
+    await expect(page.getByRole('link', { name: 'Plain Pending Doc' })).not.toBeVisible();
+  });
+
+  test('expired tab lists documents with an expired recipient and shows empty state otherwise', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    const expiredDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: expiredDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    // Active pending doc — recipient link not expired.
+    await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Active Doc' },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Expired doc is still PENDING, so it appears under both Pending and Expired.
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Expired', 1);
+    await expect(page.getByRole('link', { name: 'Expired Doc' })).toBeVisible();
+    await expect(page.getByRole('link', { name: 'Active Doc' })).not.toBeVisible();
+  });
+
+  test('expired tab excludes signed and CC recipients', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    // Expired but already signed — must NOT count as expired.
+    const signedDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Signed Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: signedDoc.id },
+      data: { expiresAt: PAST, signingStatus: SigningStatus.SIGNED },
+    });
+
+    // Expired but CC — must NOT count as expired.
+    const ccDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired CC Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: ccDoc.id },
+      data: { expiresAt: PAST, role: RecipientRole.CC },
+    });
+
+    // Expired, unsigned, non-CC — the only one that should appear.
+    const validDoc = await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Expired Valid Doc' },
+    });
+    await prisma.recipient.updateMany({
+      where: { envelopeId: validDoc.id },
+      data: { expiresAt: PAST },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    await checkDocumentTabCount(page, 'Expired', 1);
+    await expect(page.getByRole('link', { name: 'Expired Valid Doc' })).toBeVisible();
+    await expect(page.getByRole('link', { name: 'Expired Signed Doc' })).not.toBeVisible();
+    await expect(page.getByRole('link', { name: 'Expired CC Doc' })).not.toBeVisible();
+  });
+
+  test('rejected and expired tabs show tailored empty states when nothing matches', async ({ page }) => {
+    const { user: owner, team } = await seedUser();
+    const { user: recipient } = await seedUser();
+
+    await seedPendingDocument(owner, team.id, [recipient], {
+      createDocumentOptions: { title: 'Just Pending' },
+    });
+
+    await apiSignin({
+      page,
+      email: owner.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // count === 0 asserts the empty-document-state is visible.
+    await checkDocumentTabCount(page, 'Rejected', 0);
+    await checkDocumentTabCount(page, 'Expired', 0);
+  });
+});
@@ -0,0 +1,76 @@
+import { seedDirectTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+
+import { apiSignin } from '../fixtures/authentication';
+import { clickEnvelopeEditorStep } from '../fixtures/envelope-editor';
+
+const INVALID_DIRECT_TEMPLATE_ALERT_TITLE = 'Invalid direct link template';
+
+/**
+ * Place a field on the PDF canvas in the envelope editor.
+ */
+const placeFieldOnPdf = async (root: Page, fieldName: 'Signature' | 'Text', position: { x: number; y: number }) => {
+  await root.getByRole('button', { name: fieldName, exact: true }).click();
+
+  const canvas = root.locator('.konva-container canvas').first();
+  await expect(canvas).toBeVisible();
+  await canvas.click({ position });
+};
+
+/**
+ * Seed a V2 direct template and open it in the native template editor.
+ *
+ * Only the native template editor is covered here: direct links only exist
+ * for templates and are not part of the embedded editor surfaces.
+ */
+const openDirectTemplateEditor = async (page: Page, options: { createDirectRecipientSignatureField: boolean }) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedDirectTemplate({
+    title: `E2E Direct Template Validation ${Date.now()}`,
+    userId: user.id,
+    teamId: team.id,
+    internalVersion: 2,
+    createDirectRecipientSignatureField: options.createDirectRecipientSignatureField,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/templates/${template.id}/edit`,
+  });
+
+  return { user, team, template };
+};
+
+test.describe('template editor', () => {
+  test('shows invalid direct template warning when a signer has no signature field', async ({ page }) => {
+    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: false });
+
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).toBeVisible();
+    await expect(page.getByText('are missing a signature field')).toBeVisible();
+  });
+
+  test('does not show the warning when all signers have signature fields', async ({ page }) => {
+    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: true });
+
+    // Wait for the editor to render before asserting the banner is absent.
+    await expect(page.getByTestId('envelope-editor-step-upload')).toBeVisible();
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).not.toBeVisible();
+  });
+
+  test('warning disappears after placing a signature field', async ({ page }) => {
+    await openDirectTemplateEditor(page, { createDirectRecipientSignatureField: false });
+
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).toBeVisible();
+
+    // Place a signature field for the direct recipient (auto-selected single recipient).
+    await clickEnvelopeEditorStep(page, 'addFields');
+    await expect(page.locator('.konva-container canvas').first()).toBeVisible();
+    await placeFieldOnPdf(page, 'Signature', { x: 120, y: 140 });
+
+    // The banner clears once the field is autosaved and the envelope state updates.
+    await expect(page.getByText(INVALID_DIRECT_TEMPLATE_ALERT_TITLE)).not.toBeVisible({ timeout: 15_000 });
+  });
+});
@@ -0,0 +1,155 @@
+import { nanoid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+import {
+  assertRecipientRole,
+  getRecipientEmailInputs,
+  getRecipientRows,
+  getSigningOrderInputs,
+  openDocumentEnvelopeEditor,
+  setRecipientEmail,
+  setRecipientName,
+  setRecipientRole,
+  toggleSigningOrder,
+} from '../fixtures/envelope-editor';
+
+const SIGNER_A = { email: 'cc-order-signer-a@example.com', name: 'Signer A' };
+const SIGNER_B = { email: 'cc-order-signer-b@example.com', name: 'Signer B' };
+const CC_RECIPIENT = { email: 'cc-order-cc@example.com', name: 'CC Recipient' };
+
+const assertCcDisplayedLastWithNoOrderInput = async (root: Page) => {
+  // CC recipient is displayed last despite being added/stored mid-list.
+  await expect(getRecipientEmailInputs(root)).toHaveCount(3);
+  await expect(getRecipientEmailInputs(root).nth(0)).toHaveValue(SIGNER_A.email);
+  await expect(getRecipientEmailInputs(root).nth(1)).toHaveValue(SIGNER_B.email);
+  await expect(getRecipientEmailInputs(root).nth(2)).toHaveValue(CC_RECIPIENT.email);
+
+  await assertRecipientRole(root, 0, 'Needs to sign');
+  await assertRecipientRole(root, 1, 'Needs to sign');
+  await assertRecipientRole(root, 2, 'Receives copy');
+
+  // Only the two signers have signing order inputs, showing 1 and 2.
+  await expect(getSigningOrderInputs(root)).toHaveCount(2);
+  await expect(getSigningOrderInputs(root).nth(0)).toHaveValue('1');
+  await expect(getSigningOrderInputs(root).nth(1)).toHaveValue('2');
+
+  // The CC row itself renders no signing order input (placeholder div instead).
+  const ccRow = getRecipientRows(root).nth(2);
+  await expect(ccRow.locator('[data-testid="signing-order-input"]')).toHaveCount(0);
+};
+
+test.describe('document editor', () => {
+  test('CC recipient added mid-list is displayed last with no signing order input', async ({ page }) => {
+    const surface = await openDocumentEnvelopeEditor(page);
+    const { root } = surface;
+
+    await toggleSigningOrder(root, true);
+
+    // Add signer A into the initial empty row.
+    await setRecipientEmail(root, 0, SIGNER_A.email);
+    await setRecipientName(root, 0, SIGNER_A.name);
+
+    // Add the CC recipient second.
+    await root.getByRole('button', { name: 'Add Signer' }).click();
+    await setRecipientEmail(root, 1, CC_RECIPIENT.email);
+    await setRecipientName(root, 1, CC_RECIPIENT.name);
+    await setRecipientRole(root, 1, 'Receives copy');
+
+    // Once the row becomes CC, its signing order input disappears.
+    await expect(getSigningOrderInputs(root)).toHaveCount(1);
+
+    // Add signer B third. The new row is inserted before the CC recipient,
+    // which is kept last by the client-side sorting.
+    await root.getByRole('button', { name: 'Add Signer' }).click();
+    await expect(getRecipientEmailInputs(root).nth(2)).toHaveValue(CC_RECIPIENT.email);
+
+    await setRecipientEmail(root, 1, SIGNER_B.email);
+    await setRecipientName(root, 1, SIGNER_B.name);
+
+    await assertCcDisplayedLastWithNoOrderInput(root);
+
+    // The editor autosaves with a debounce, poll the DB until all three
+    // recipients have been persisted before reloading the page.
+    await expect
+      .poll(
+        async () => {
+          const recipients = await prisma.recipient.findMany({
+            where: { envelopeId: surface.envelopeId },
+          });
+
+          return recipients.length;
+        },
+        { timeout: 15_000 },
+      )
+      .toBe(3);
+
+    // Reload the editor and assert the CC recipient is still displayed last.
+    await root.reload();
+    await expect(root.getByRole('heading', { name: 'Recipients' })).toBeVisible();
+
+    await assertCcDisplayedLastWithNoOrderInput(root);
+  });
+
+  test('CC recipient seeded with mid-list signing order is displayed last', async ({ page }) => {
+    const { user, team } = await seedUser();
+
+    const document = await seedBlankDocument(user, team.id, {
+      internalVersion: 2,
+    });
+
+    // Seed a CC recipient directly in the DB with a mid-list signing order
+    // (2 of 3) BEFORE opening the editor, so the editor's autosave cannot
+    // race with the seeded recipients, and assert the editor renders it last.
+    await prisma.envelope.update({
+      where: { id: document.id },
+      data: {
+        documentMeta: {
+          update: { signingOrder: DocumentSigningOrder.SEQUENTIAL },
+        },
+        recipients: {
+          createMany: {
+            data: [
+              {
+                email: SIGNER_A.email,
+                name: SIGNER_A.name,
+                token: nanoid(),
+                role: RecipientRole.SIGNER,
+                signingOrder: 1,
+              },
+              {
+                email: CC_RECIPIENT.email,
+                name: CC_RECIPIENT.name,
+                token: nanoid(),
+                role: RecipientRole.CC,
+                signingOrder: 2,
+              },
+              {
+                email: SIGNER_B.email,
+                name: SIGNER_B.name,
+                token: nanoid(),
+                role: RecipientRole.SIGNER,
+                signingOrder: 3,
+              },
+            ],
+          },
+        },
+      },
+    });
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents/${document.id}/edit?step=uploadAndRecipients`,
+    });
+
+    await expect(page.getByRole('heading', { name: 'Recipients' })).toBeVisible();
+
+    await assertCcDisplayedLastWithNoOrderInput(page);
+  });
+});
@@ -0,0 +1,18 @@
+import type { Page } from '@playwright/test';
+import { expect } from '@playwright/test';
+
+/**
+ * Opens the app command menu via the keyboard shortcut.
+ *
+ * Retries the shortcut until the menu appears since the keypress is a no-op
+ * when it happens before the page has hydrated.
+ *
+ * @param placeholder The search input placeholder to wait for, which differs
+ *   between admin and non-admin users.
+ */
+export const openCommandMenu = async (page: Page, placeholder: string) => {
+  await expect(async () => {
+    await page.keyboard.press('Meta+K');
+    await expect(page.getByPlaceholder(placeholder).first()).toBeVisible({ timeout: 1_000 });
+  }).toPass({ timeout: 15_000 });
+};
@@ -6,6 +6,7 @@ import { expect, test } from '@playwright/test';

 import { apiSignin } from '../fixtures/authentication';
 import { expectToastTextToBeVisible } from '../fixtures/generic';
+import { signSignaturePad } from '../fixtures/signature';

 test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
  const { user, team } = await seedUser();
@@ -73,8 +74,19 @@ test('[PUBLIC_PROFILE]: create team profile', async ({ page }) => {
  await expect(page.locator('body')).toContainText('public-direct-template-title');
  await expect(page.locator('body')).toContainText('public-direct-template-description');

+  const directSignatureField = directTemplate.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
  await page.getByRole('link', { name: 'Sign' }).click();
  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await signSignaturePad(page);
+  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
+  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
+
  await page.getByRole('button', { name: 'Complete' }).click();
  await page.getByRole('button', { name: 'Sign' }).click();

@@ -110,7 +110,7 @@ test.describe('Default Recipients', () => {
    await page.getByRole('button', { name: 'Add Signer' }).click();

    // Add a regular signer using the v2 editor
-    await page.getByTestId('signer-email-input').last().fill('regular-signer@documenso.com');
+    await page.getByTestId('signer-email-input').first().fill('regular-signer@documenso.com');
    await page
      .getByPlaceholder(/Recipient/)
      .first()
@@ -197,7 +197,18 @@ test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page })
  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
  await expect(page.getByLabel('Email')).toBeDisabled();

+  const directSignatureField = directTemplateWithAuth.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await signSignaturePad(page);
+  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
+  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
+
  await page.getByRole('button', { name: 'Complete' }).click();

  await page.getByRole('button', { name: 'Sign' }).click();
@@ -235,6 +246,37 @@ test('[DIRECT_TEMPLATES]: V2 direct template link auth access', async ({ page })
  await page.goto(directTemplatePath);

  await expect(page.getByRole('heading', { name: 'Personal direct template link' })).toBeVisible();
+
+  const directSignatureField = directTemplateWithAuth.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
+  // Wait for the PDF and the Konva canvas overlay to be ready.
+  await expect(page.locator('img[data-page-number]').first()).toBeVisible({ timeout: 30_000 });
+  const canvas = page.locator('.konva-container canvas').first();
+  await expect(canvas).toBeVisible({ timeout: 30_000 });
+
+  // Sign the direct template recipient's signature field via the canvas-based V2 UI.
+  await signSignaturePad(page);
+
+  const canvasBox = await canvas.boundingBox();
+
+  if (!canvasBox) {
+    throw new Error('Canvas bounding box not found');
+  }
+
+  const x =
+    (Number(directSignatureField.positionX) / 100) * canvasBox.width +
+    ((Number(directSignatureField.width) / 100) * canvasBox.width) / 2;
+  const y =
+    (Number(directSignatureField.positionY) / 100) * canvasBox.height +
+    ((Number(directSignatureField.height) / 100) * canvasBox.height) / 2;
+
+  await canvas.click({ position: { x, y } });
+  await expect(page.getByText('0 Fields Remaining').first()).toBeVisible({ timeout: 10_000 });
+
  await page.getByRole('button', { name: 'Complete' }).click();
  await expect(page.getByLabel('Your Email')).not.toBeVisible();

@@ -266,6 +308,16 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p

  await expect(page.getByText('Next Recipient Name')).not.toBeVisible();

+  const directSignatureField = template.fields[0];
+
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
+  }
+
+  await signSignaturePad(page);
+  await page.locator(`#field-${directSignatureField.id}`).getByRole('button').click();
+  await expect(page.locator(`#field-${directSignatureField.id}`)).toHaveAttribute('data-inserted', 'true');
+
  await page.getByRole('button', { name: 'Complete' }).click();
  await page.getByRole('button', { name: 'Sign' }).click();
  await page.waitForURL(/\/sign/);
@@ -299,19 +351,13 @@ test('[DIRECT_TEMPLATES]: V1 use direct template link with 2 recipients with nex
    },
  });

-  const directTemplateRecipient = template.recipients[0];
+  // The seeded direct template already includes a signature field for the direct recipient.
+  const directSignatureField = template.fields[0];

-  if (!directTemplateRecipient) {
-    throw new Error('Expected direct template recipient to exist');
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
  }

-  // All SIGNER recipients need a signature field for sendDocument to dispatch emails.
-  const directSignatureField = await seedSignatureFieldForRecipient({
-    envelopeId: template.id,
-    recipientId: directTemplateRecipient.id,
-    positionY: 10,
-  });
-
  const originalName = 'Signer 2';
  const originalSecondSignerEmail = seedTestEmail();

@@ -413,19 +459,13 @@ test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with nex
    },
  });

-  const directTemplateRecipient = template.recipients[0];
+  // The seeded direct template already includes a signature field for the direct recipient.
+  const directSignatureField = template.fields[0];

-  if (!directTemplateRecipient) {
-    throw new Error('Expected direct template recipient to exist');
+  if (!directSignatureField) {
+    throw new Error('Expected seeded direct template signature field to exist');
  }

-  // All SIGNER recipients need a signature field for sendDocument to dispatch emails.
-  const directSignatureField = await seedSignatureFieldForRecipient({
-    envelopeId: template.id,
-    recipientId: directTemplateRecipient.id,
-    positionY: 10,
-  });
-
  const originalName = 'Signer 2';
  const originalSecondSignerEmail = seedTestEmail();

@@ -521,3 +561,48 @@ test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with nex
  expect(updatedSecondRecipient.email).toBe(newSecondSignerEmail);
  await expectSigningRequestJobForRecipient(updatedSecondRecipient.id);
 });
+
+test('[DIRECT_TEMPLATES]: V1 direct template without signature fields shows invalid template page', async ({
+  page,
+}) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedDirectTemplate({
+    title: 'V1 invalid direct template',
+    userId: user.id,
+    teamId: team.id,
+    createDirectRecipientSignatureField: false,
+  });
+
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+
+  await expect(page.getByRole('heading', { name: 'Invalid direct link template' })).toBeVisible();
+  await expect(page.getByText('This direct link template cannot be used because one or more signers')).toBeVisible();
+
+  // The signing flow must not render.
+  await expect(page.getByRole('heading', { name: 'General' })).not.toBeVisible();
+  await expect(page.getByRole('button', { name: 'Continue' })).not.toBeVisible();
+});
+
+test('[DIRECT_TEMPLATES]: V2 direct template without signature fields shows invalid template page', async ({
+  page,
+}) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedDirectTemplate({
+    title: 'V2 invalid direct template',
+    userId: user.id,
+    teamId: team.id,
+    internalVersion: 2,
+    createDirectRecipientSignatureField: false,
+  });
+
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+
+  await expect(page.getByRole('heading', { name: 'Invalid direct link template' })).toBeVisible();
+  await expect(page.getByText('This direct link template cannot be used because one or more signers')).toBeVisible();
+
+  // The signing flow (PDF canvas) must not render.
+  await expect(page.locator('.konva-container canvas')).toHaveCount(0);
+  await expect(page.getByRole('button', { name: 'Complete' })).not.toBeVisible();
+});
@@ -0,0 +1,101 @@
+import { FIELD_SIGNATURE_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { seedTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { DocumentStatus, FieldType } from '@prisma/client';
+
+import { apiSignin } from '../fixtures/authentication';
+import { expectToastTextToBeVisible } from '../fixtures/generic';
+
+const seedSignatureFieldForRecipient = async (options: { envelopeId: string; recipientId: number }) => {
+  const envelopeItem = await prisma.envelopeItem.findFirstOrThrow({
+    where: { envelopeId: options.envelopeId },
+  });
+
+  return await prisma.field.create({
+    data: {
+      envelopeId: options.envelopeId,
+      envelopeItemId: envelopeItem.id,
+      recipientId: options.recipientId,
+      type: FieldType.SIGNATURE,
+      page: 1,
+      positionX: 5,
+      positionY: 10,
+      width: 20,
+      height: 5,
+      customText: '',
+      inserted: false,
+      fieldMeta: FIELD_SIGNATURE_META_DEFAULT_VALUES,
+    },
+  });
+};
+
+test('[TEMPLATE_USE]: shows missing signature fields error when sending a template without signature fields', async ({
+  page,
+}) => {
+  const { user, team } = await seedUser();
+
+  // seedTemplate creates one SIGNER recipient and no fields.
+  await seedTemplate({
+    title: 'Template missing signature fields',
+    userId: user.id,
+    teamId: team.id,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/templates`,
+  });
+
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await expect(page.getByRole('heading', { name: 'Create document from template' })).toBeVisible();
+
+  // Enable distribution so the document is sent on creation.
+  await page.locator('#distributeDocument').click();
+  await page.getByRole('button', { name: 'Create and send' }).click();
+
+  await expectToastTextToBeVisible(page, 'Missing signature fields');
+  await expectToastTextToBeVisible(
+    page,
+    'The document could not be sent because some signers do not have a signature field',
+  );
+});
+
+test('[TEMPLATE_USE]: creates and sends a document when signers have signature fields', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const template = await seedTemplate({
+    title: 'Template with signature fields',
+    userId: user.id,
+    teamId: team.id,
+  });
+
+  await seedSignatureFieldForRecipient({
+    envelopeId: template.id,
+    recipientId: template.recipients[0].id,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/templates`,
+  });
+
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await expect(page.getByRole('heading', { name: 'Create document from template' })).toBeVisible();
+
+  await page.locator('#distributeDocument').click();
+  await page.getByRole('button', { name: 'Create and send' }).click();
+
+  await page.waitForURL(new RegExp(`/t/${team.url}/documents/envelope_.*`));
+
+  const envelopeId = page.url().split('/').pop()?.split('?')[0];
+
+  const envelope = await prisma.envelope.findFirstOrThrow({
+    where: { id: envelopeId },
+  });
+
+  expect(envelope.status).toBe(DocumentStatus.PENDING);
+});
@@ -5,6 +5,7 @@ import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
 import { prisma } from '@documenso/prisma';
 import { OrganisationType, type Prisma, SubscriptionStatus } from '@prisma/client';
 import { match } from 'ts-pattern';
+import { reconcileSeatBasedPlans } from './update-subscription-item-quantity';

 const LIVE_SUBSCRIPTION_STATUSES: Stripe.Subscription.Status[] = ['active', 'trialing', 'past_due'];

@@ -229,6 +230,19 @@ const handleLiveSubscription = async ({
      });
    }
  });
+
+  // Detect a billing-period roll by comparing the persisted period end with
+  // the freshly-fetched one — the convergent equivalent of the old
+  // `previous_attributes.current_period_start` signal. On renewal, reconcile
+  // the seat quantity and claim down to the actual member count. The reconcile
+  // itself no-ops for non-seat/unlimited plans and inactive subscriptions.
+  const previousPeriodEnd = organisation.subscription?.periodEnd ?? null;
+
+  const hasPeriodAdvanced = previousPeriodEnd !== null && periodEnd.getTime() > previousPeriodEnd.getTime();
+
+  if (hasPeriodAdvanced && !bypassClaimUpdate) {
+    await reconcileSeatBasedPlans(organisation.id);
+  }
 };

 /**
@@ -3,6 +3,7 @@ import { stripe } from '@documenso/lib/server-only/stripe';
 import { appLog } from '@documenso/lib/utils/debugger';
 import { prisma } from '@documenso/prisma';
 import type { OrganisationClaim, Subscription } from '@prisma/client';
+import { SubscriptionStatus } from '@prisma/client';
 import type Stripe from 'stripe';

 import { isPriceSeatsBased } from './is-price-seats-based';
@@ -11,12 +12,14 @@ export type UpdateSubscriptionItemQuantityOptions = {
  subscriptionId: string;
  quantity: number;
  priceId: string;
+  prorationBehaviour: 'always_invoice' | 'none';
 };

 export const updateSubscriptionItemQuantity = async ({
  subscriptionId,
  quantity,
  priceId,
+  prorationBehaviour,
 }: UpdateSubscriptionItemQuantityOptions) => {
  const subscription = await stripe.subscriptions.retrieve(subscriptionId);

@@ -26,7 +29,6 @@ export const updateSubscriptionItemQuantity = async ({
    throw new Error('Subscription does not contain required item');
  }

-  const hasYearlyItem = items.find((item) => item.price.recurring?.interval === 'year');
  const oldQuantity = items[0].quantity;

  if (oldQuantity === quantity) {
@@ -38,13 +40,12 @@ export const updateSubscriptionItemQuantity = async ({
      id: item.id,
      quantity,
    })),
+    proration_behavior: prorationBehaviour,
+    // Need to "off_session" updates since adding 3DS will have payments
+    // not pass through for these immediate invoices.
+    off_session: true,
  };

-  // Only invoice immediately when changing the quantity of yearly item.
-  if (hasYearlyItem) {
-    subscriptionUpdatePayload.proration_behavior = 'always_invoice';
-  }
-
  await stripe.subscriptions.update(subscriptionId, subscriptionUpdatePayload);
 };

@@ -55,15 +56,19 @@ export const updateSubscriptionItemQuantity = async ({
 * via Stripe rather than enforcing a hard cap. A `memberCount` of `0` on the
 * organisation claim represents unlimited seats.
 *
+ * Organisations without a subscription (e.g. after being downgraded to the
+ * free plan) can pass `null`, in which case the claim cap is enforced
+ * directly without the seats-based exemption.
+ *
 * Should only be called from grow paths (invite/add). Reducing operations
 * must never be gated by this check.
 *
- * @param subscription - The organisation's Stripe subscription.
+ * @param subscription - The organisation's Stripe subscription, if any.
 * @param organisationClaim - The organisation claim.
- * @param quantity - The proposed total member + pending invite count.
+ * @param quantity - The proposed total member count.
 */
 export const assertMemberCountWithinCap = async (
-  subscription: Subscription,
+  subscription: Subscription | null,
  organisationClaim: OrganisationClaim,
  quantity: number,
 ) => {
@@ -75,10 +80,12 @@ export const assertMemberCountWithinCap = async (
  }

  // Seats-based plans don't have a hard cap; Stripe meters the usage.
-  const isSeatsBased = await isPriceSeatsBased(subscription.priceId);
+  if (subscription) {
+    const isSeatsBased = await isPriceSeatsBased(subscription.priceId);

-  if (isSeatsBased) {
-    return;
+    if (isSeatsBased) {
+      return;
+    }
  }

  if (quantity > maximumMemberCount) {
@@ -89,48 +96,134 @@ export const assertMemberCountWithinCap = async (
 };

 /**
- * Syncs the organisation's member count with the Stripe subscription quantity.
+ * Syncs the Stripe subscription quantity with the organisation's member count.
 *
- * No-ops for plans that are not seats-based, and for organisations with
- * unlimited seats (`organisationClaim.memberCount === 0`). Safe to call from
- * both grow and shrink paths.
+ * This is a Stripe <-> Database sync operation.
+ *
+ * Note: `organisationClaim.memberCount` is the paid seat high-water mark for the
+ * current billing period — the highest count we've already billed for.
 *
 * @param subscription - The subscription to sync the member count with.
 * @param organisationClaim - The organisation claim.
- * @param quantity - The new total member + pending invite count to sync.
+ * @param quantity - The new total member count to sync.
+ * @param mode - The member-count change that triggered the sync.
 */
 export const syncMemberCountWithStripeSeatPlan = async (
  subscription: Subscription,
  organisationClaim: OrganisationClaim,
  quantity: number,
+  mode: 'grow' | 'shrink',
 ) => {
-  // Infinite seats means no sync needed.
+  // Unlimited seats — nothing to meter.
  if (organisationClaim.memberCount === 0) {
    return;
  }

  const isSeatsBased = await isPriceSeatsBased(subscription.priceId);

+  // Only seat-based plans support seat syncing.
  if (!isSeatsBased) {
    return;
  }

-  appLog('BILLING', 'Updating seat based plan');
+  // Whether to immediately invoice for new seats if the quantity is greater than
+  // the high-water mark.
+  const billsForNewSeats = mode === 'grow' && quantity > organisationClaim.memberCount;
+
+  appLog('BILLING', `Syncing seat based plan (${mode}, quantity ${quantity})`);

  await updateSubscriptionItemQuantity({
    priceId: subscription.priceId,
    subscriptionId: subscription.planId,
    quantity,
+    prorationBehaviour: billsForNewSeats ? 'always_invoice' : 'none',
+  });
+
+  // Advance the high-water mark when billing for new seats; it is reset to the
+  // actual member count when the billing period rolls over. Re-adds and shrinks
+  // deliberately leave it untouched so a seat already paid for this period is
+  // never re-charged.
+  if (billsForNewSeats) {
+    await prisma.organisationClaim.update({
+      where: {
+        id: organisationClaim.id,
+      },
+      data: {
+        memberCount: quantity,
+      },
+    });
+  }
+};
+
+/**
+ * Reconciles the organisation claim seat counter, and the stripe quantity with the
+ * actual member count.
+ *
+ * Uses the member count as the authoritative source of truth. Meaning:
+ * - Update the organisation claim with the member count
+ * - Update the Stripe subscription quantity to the member count
+ *
+ * This should only be called when the billing period rolls over.
+ */
+export const reconcileSeatBasedPlans = async (organisationId: string) => {
+  const organisation = await prisma.organisation.findFirst({
+    where: {
+      id: organisationId,
+    },
+    include: {
+      organisationClaim: true,
+      subscription: true,
+    },
+  });
+
+  if (!organisation || !organisation.subscription) {
+    return;
+  }
+
+  const { subscription, organisationClaim } = organisation;
+
+  // Stripe rejects quantity updates on canceled subscriptions. PAST_DUE is
+  // still live and a no-proration sync is safe, so it's allowed through.
+  if (subscription.status === SubscriptionStatus.INACTIVE) {
+    return;
+  }
+
+  // Unlimited seats — nothing to meter.
+  if (organisationClaim.memberCount === 0) {
+    return;
+  }
+
+  const isSeatsBased = await isPriceSeatsBased(subscription.priceId);
+
+  // Only seat-based plans support seat syncing.
+  if (!isSeatsBased) {
+    return;
+  }
+
+  const memberCount = await prisma.organisationMember.count({
+    where: {
+      organisationId,
+    },
+  });
+
+  // An organisation always retains its owner; never write the unlimited sentinel.
+  if (memberCount === 0) {
+    return;
+  }
+
+  await updateSubscriptionItemQuantity({
+    priceId: subscription.priceId,
+    subscriptionId: subscription.planId,
+    quantity: memberCount,
+    prorationBehaviour: 'none',
  });

-  // This should be automatically updated after the Stripe webhook is fired
-  // but we just manually adjust it here as well to avoid any race conditions.
  await prisma.organisationClaim.update({
    where: {
      id: organisationClaim.id,
    },
    data: {
-      memberCount: quantity,
+      memberCount,
    },
  });
 };
@@ -2,7 +2,6 @@ import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { env } from '@documenso/lib/utils/env';
-
 import { syncStripeCustomerSubscription } from '../sync-stripe-customer-subscription';

 type StripeWebhookResponse = {
@@ -7,9 +7,10 @@ import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { useId } from 'react';
 import type { UseFormReturn } from 'react-hook-form';
 import { useForm } from 'react-hook-form';
-import { prop, sortBy } from 'remeda';
 import { z } from 'zod';

+import { isCcRecipient, normalizeRecipientSigningOrders, sortRecipientsForSigningOrder } from '../../utils/recipients';
+
 const LocalRecipientSchema = z.object({
  formId: z.string().min(1),
  id: z.number().optional(),
@@ -94,13 +95,13 @@ export const useEditorRecipients = ({ envelope }: EditorRecipientsProps): UseEdi
      name: recipient.name,
      email: recipient.email,
      role: recipient.role,
-      signingOrder: recipient.signingOrder ?? index + 1,
+      signingOrder: isCcRecipient(recipient) ? undefined : (recipient.signingOrder ?? index + 1),
      actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
    }));

    const signers: TLocalRecipient[] =
      formRecipients.length > 0
-        ? sortBy(formRecipients, [prop('signingOrder'), 'asc'], [prop('id'), 'asc'])
+        ? normalizeRecipientSigningOrders(sortRecipientsForSigningOrder(formRecipients))
        : [
            {
              formId: initialId,
@@ -36,6 +36,13 @@ export enum AppErrorCode {
   */
  ENVELOPE_TSP_LOCKED = 'ENVELOPE_TSP_LOCKED',

+  /**
+   * A signer recipient does not have a signature field assigned. Thrown when
+   * distributing an envelope or using a direct template where at least one
+   * signer has no signature field.
+   */
+  MISSING_SIGNATURE_FIELD = 'MISSING_SIGNATURE_FIELD',
+
  /**
   * CSC (Cloud Signature Consortium) error codes. See the CSC QES V1 spec
   * for the recovery taxonomy.
@@ -84,6 +91,7 @@ export const genericErrorCodeToTrpcErrorCodeMap: Record<string, { code: string;
  [AppErrorCode.ENVELOPE_CANCELLED]: { code: 'BAD_REQUEST', status: 400 },
  [AppErrorCode.ENVELOPE_LEGACY]: { code: 'BAD_REQUEST', status: 400 },
  [AppErrorCode.ENVELOPE_TSP_LOCKED]: { code: 'BAD_REQUEST', status: 400 },
+  [AppErrorCode.MISSING_SIGNATURE_FIELD]: { code: 'BAD_REQUEST', status: 400 },
  [AppErrorCode.CSC_INSTANCE_MODE_MISMATCH]: { code: 'BAD_REQUEST', status: 400 },
  [AppErrorCode.CSC_UNLICENSED]: { code: 'FORBIDDEN', status: 403 },
  [AppErrorCode.CSC_PROVIDER_INFO_FAILED]: { code: 'INTERNAL_SERVER_ERROR', status: 500 },
@@ -291,6 +299,7 @@ export class AppError extends Error {
        AppErrorCode.ENVELOPE_CANCELLED,
        AppErrorCode.ENVELOPE_LEGACY,
        AppErrorCode.ENVELOPE_TSP_LOCKED,
+        AppErrorCode.MISSING_SIGNATURE_FIELD,
        AppErrorCode.CSC_INSTANCE_MODE_MISMATCH,
        AppErrorCode.CSC_CREDENTIAL_LIST_EMPTY,
        AppErrorCode.CSC_CERT_INVALID,
@@ -17,6 +17,7 @@ import { SEND_SIGNING_REJECTION_EMAILS_JOB_DEFINITION } from './definitions/emai
 import { SEND_SIGNING_EMAIL_JOB_DEFINITION } from './definitions/emails/send-signing-email';
 import { SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-deleted-email';
 import { ADMIN_DELETE_ORGANISATION_JOB_DEFINITION } from './definitions/internal/admin-delete-organisation';
+import { ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION } from './definitions/internal/alert-organisation-seat-drift';
 import { BACKPORT_SUBSCRIPTION_CLAIM_JOB_DEFINITION } from './definitions/internal/backport-subscription-claims';
 import { BULK_SEND_TEMPLATE_JOB_DEFINITION } from './definitions/internal/bulk-send-template';
 import { CANCEL_ORGANISATION_SUBSCRIPTION_JOB_DEFINITION } from './definitions/internal/cancel-organisation-subscription';
@@ -29,6 +30,7 @@ import { SEAL_DOCUMENT_JOB_DEFINITION } from './definitions/internal/seal-docume
 import { SEAL_DOCUMENT_SWEEP_JOB_DEFINITION } from './definitions/internal/seal-document-sweep';
 import { SEND_SIGNING_REMINDERS_SWEEP_JOB_DEFINITION } from './definitions/internal/send-signing-reminders-sweep';
 import { SYNC_EMAIL_DOMAINS_JOB_DEFINITION } from './definitions/internal/sync-email-domains';
+import { SYNC_ORGANISATION_SEATS_JOB_DEFINITION } from './definitions/internal/sync-organisation-seats';

 /**
 * The `as const` assertion is load bearing as it provides the correct level of type inference for
@@ -64,7 +66,9 @@ export const jobsClient = new JobClient([
  CLEANUP_RATE_LIMITS_JOB_DEFINITION,
  SYNC_EMAIL_DOMAINS_JOB_DEFINITION,
  ADMIN_DELETE_ORGANISATION_JOB_DEFINITION,
+  ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION,
  CANCEL_ORGANISATION_SUBSCRIPTION_JOB_DEFINITION,
+  SYNC_ORGANISATION_SEATS_JOB_DEFINITION,
 ] as const);

 export const jobs = jobsClient;
@@ -0,0 +1,67 @@
+import { mailer } from '@documenso/email/mailer';
+import { prisma } from '@documenso/prisma';
+import { IS_BILLING_ENABLED, SUPPORT_EMAIL } from '../../../constants/app';
+import { DOCUMENSO_INTERNAL_EMAIL } from '../../../constants/email';
+import type { JobRunIO } from '../../client/_internal/job';
+import type { TAlertOrganisationSeatDriftJobDefinition } from './alert-organisation-seat-drift';
+
+/**
+ * Daily check for organisations whose member count exceeds their paid seat
+ * count (`organisationClaim.memberCount`, where `0` means unlimited).
+ */
+export const run = async ({ io }: { payload: TAlertOrganisationSeatDriftJobDefinition; io: JobRunIO }) => {
+  if (!IS_BILLING_ENABLED()) {
+    return;
+  }
+
+  const organisations = await prisma.organisation.findMany({
+    where: {
+      // Exclude unlimited-seat plans (memberCount === 0).
+      organisationClaim: {
+        memberCount: {
+          not: 0,
+        },
+      },
+    },
+    select: {
+      id: true,
+      name: true,
+      organisationClaim: {
+        select: {
+          memberCount: true,
+        },
+      },
+      _count: {
+        select: {
+          members: true,
+        },
+      },
+    },
+  });
+
+  const driftedOrganisations = organisations.filter(
+    (organisation) =>
+      organisation.organisationClaim !== null &&
+      organisation._count.members > organisation.organisationClaim.memberCount,
+  );
+
+  if (driftedOrganisations.length === 0) {
+    io.logger.info('No organisations exceed their paid seat count');
+
+    return;
+  }
+
+  await mailer.sendMail({
+    to: SUPPORT_EMAIL,
+    from: DOCUMENSO_INTERNAL_EMAIL,
+    subject: `[Billing] ${driftedOrganisations.length} organisation(s) exceed their paid seat count`,
+    text: [
+      `${driftedOrganisations.length} organisation(s) have more members than their paid seat count:`,
+      '',
+      ...driftedOrganisations.map(
+        (organisation) =>
+          `- ${organisation.name} (${organisation.id}): ${organisation._count.members} members vs ${organisation.organisationClaim?.memberCount ?? 0} paid seats`,
+      ),
+    ].join('\n'),
+  });
+};
@@ -0,0 +1,30 @@
+import { z } from 'zod';
+
+import type { JobDefinition } from '../../client/_internal/job';
+
+const ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID = 'internal.alert-organisation-seat-drift';
+
+const ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_SCHEMA = z.object({});
+
+export type TAlertOrganisationSeatDriftJobDefinition = z.infer<
+  typeof ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_SCHEMA
+>;
+
+export const ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION = {
+  id: ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID,
+  name: 'Alert Organisation Seat Drift',
+  version: '1.0.0',
+  trigger: {
+    name: ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID,
+    schema: ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_SCHEMA,
+    cron: '0 0 * * *', // Once a day at midnight.
+  },
+  handler: async ({ payload, io }) => {
+    const handler = await import('./alert-organisation-seat-drift.handler');
+
+    await handler.run({ payload, io });
+  },
+} as const satisfies JobDefinition<
+  typeof ALERT_ORGANISATION_SEAT_DRIFT_JOB_DEFINITION_ID,
+  TAlertOrganisationSeatDriftJobDefinition
+>;
@@ -0,0 +1,54 @@
+import { syncMemberCountWithStripeSeatPlan } from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
+import { prisma } from '@documenso/prisma';
+import { SubscriptionStatus } from '@prisma/client';
+import { IS_BILLING_ENABLED } from '../../../constants/app';
+import type { JobRunIO } from '../../client/_internal/job';
+import type { TSyncOrganisationSeatsJobDefinition } from './sync-organisation-seats';
+
+export const run = async ({ payload }: { payload: TSyncOrganisationSeatsJobDefinition; io: JobRunIO }) => {
+  const { organisationId } = payload;
+
+  if (!IS_BILLING_ENABLED()) {
+    return;
+  }
+
+  const organisation = await prisma.organisation.findUnique({
+    where: {
+      id: organisationId,
+    },
+    include: {
+      subscription: true,
+      organisationClaim: true,
+    },
+  });
+
+  if (!organisation || !organisation.subscription) {
+    return;
+  }
+
+  // Skip canceled/terminal subscriptions — Stripe rejects quantity updates on a
+  // canceled subscription. PAST_DUE is still live and a no-proration shrink is
+  // safe, so it's allowed through.
+  if (organisation.subscription.status === SubscriptionStatus.INACTIVE) {
+    return;
+  }
+
+  const memberCount = await prisma.organisationMember.count({
+    where: {
+      organisationId,
+    },
+  });
+
+  // An organisation always retains its owner; guarding zero avoids writing the
+  // unlimited sentinel to the claim.
+  if (memberCount === 0) {
+    return;
+  }
+
+  await syncMemberCountWithStripeSeatPlan(
+    organisation.subscription,
+    organisation.organisationClaim,
+    memberCount,
+    'shrink',
+  );
+};
@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+import type { JobDefinition } from '../../client/_internal/job';
+
+const SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID = 'internal.sync-organisation-seats';
+
+const SYNC_ORGANISATION_SEATS_JOB_DEFINITION_SCHEMA = z.object({
+  organisationId: z.string(),
+});
+
+export type TSyncOrganisationSeatsJobDefinition = z.infer<typeof SYNC_ORGANISATION_SEATS_JOB_DEFINITION_SCHEMA>;
+
+export const SYNC_ORGANISATION_SEATS_JOB_DEFINITION = {
+  id: SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID,
+  name: 'Sync Organisation Seats',
+  version: '1.0.0',
+  trigger: {
+    name: SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID,
+    schema: SYNC_ORGANISATION_SEATS_JOB_DEFINITION_SCHEMA,
+  },
+  handler: async ({ payload, io }) => {
+    const handler = await import('./sync-organisation-seats.handler');
+
+    await handler.run({ payload, io });
+  },
+} as const satisfies JobDefinition<
+  typeof SYNC_ORGANISATION_SEATS_JOB_DEFINITION_ID,
+  TSyncOrganisationSeatsJobDefinition
+>;
@@ -0,0 +1,372 @@
+import { prisma } from '@documenso/prisma';
+import { EnvelopeType } from '@prisma/client';
+
+export const ADMIN_SEARCH_RESULTS_PER_TYPE = 5;
+
+const MAX_POSTGRES_INT = 2147483647;
+
+const GROUP_ORDER = ['document', 'user', 'organisation', 'team', 'recipient', 'subscription'] as const;
+
+export type AdminGlobalSearchResultType = (typeof GROUP_ORDER)[number];
+
+export type AdminGlobalSearchResult = {
+  label: string;
+  sublabel?: string;
+  path: string;
+  value: string;
+};
+
+export type AdminGlobalSearchGroup = {
+  type: AdminGlobalSearchResultType;
+  results: AdminGlobalSearchResult[];
+};
+
+export type AdminGlobalSearchOptions = {
+  query: string;
+};
+
+type PartialResults = Partial<Record<AdminGlobalSearchResultType, AdminGlobalSearchResult[]>>;
+
+export const adminGlobalSearch = async ({ query }: AdminGlobalSearchOptions): Promise<AdminGlobalSearchGroup[]> => {
+  const trimmedQuery = query.trim();
+
+  if (trimmedQuery.length === 0) {
+    return [];
+  }
+
+  const resultsByType = await resolveSearch(trimmedQuery);
+
+  return GROUP_ORDER.map((type) => ({
+    type,
+    results: (resultsByType[type] ?? []).map((result) => ({
+      ...result,
+      // Append the raw query so cmdk's client-side filter never hides
+      // server-verified results.
+      value: `${result.value} ${trimmedQuery}`,
+    })),
+  })).filter((group) => group.results.length > 0);
+};
+
+const resolveSearch = async (query: string): Promise<PartialResults> => {
+  // Recognized ID prefixes resolve to a single exact lookup.
+  if (query.startsWith('envelope_')) {
+    return { document: await findDocumentsByExactId({ id: query }) };
+  }
+
+  if (query.startsWith('document_')) {
+    return { document: await findDocumentsByExactId({ secondaryId: query }) };
+  }
+
+  if (query.startsWith('org_')) {
+    return { organisation: await findOrganisationsByIdOrUrl(query) };
+  }
+
+  // Bare numbers are treated as verified ID lookups only. Oversized numbers
+  // fall through to text search.
+  const numericId = Number(query);
+
+  if (/^\d+$/.test(query) && numericId <= MAX_POSTGRES_INT) {
+    const [document, user, team, recipient, subscription] = await Promise.all([
+      findDocumentsByExactId({ secondaryId: `document_${numericId}` }),
+      findUsersById(numericId),
+      findTeamsById(numericId),
+      findRecipientsById(numericId),
+      findSubscriptionsById(numericId),
+    ]);
+
+    return { document, user, team, recipient, subscription };
+  }
+
+  // Free text searches all resource types in parallel.
+  const [document, user, organisation, team, recipient, subscription] = await Promise.all([
+    findDocumentsByText(query),
+    findUsersByText(query),
+    findOrganisationsByText(query),
+    findTeamsByText(query),
+    findRecipientsByText(query),
+    findSubscriptionsByText(query),
+  ]);
+
+  return {
+    document,
+    user,
+    organisation,
+    team,
+    recipient,
+    subscription,
+  };
+};
+
+const joinSublabel = (parts: Array<string | null | undefined>) =>
+  parts.filter((part) => part && part.length > 0).join(' · ') || undefined;
+
+// ─── Documents ────────────────────────────────────────────────────────────────
+
+const documentSelect = {
+  id: true,
+  title: true,
+  secondaryId: true,
+  user: { select: { email: true } },
+} as const;
+
+type DocumentRow = {
+  id: string;
+  title: string;
+  secondaryId: string;
+  user: { email: string };
+};
+
+const mapDocument = (envelope: DocumentRow): AdminGlobalSearchResult => ({
+  label: envelope.title,
+  sublabel: joinSublabel([envelope.secondaryId, envelope.user.email]),
+  path: `/admin/documents/${envelope.id}`,
+  value: `document ${envelope.id} ${envelope.secondaryId} ${envelope.title} ${envelope.user.email}`,
+});
+
+const findDocumentsByExactId = async (where: { id: string } | { secondaryId: string }) => {
+  const envelope = await prisma.envelope.findFirst({
+    where: { ...where, type: EnvelopeType.DOCUMENT },
+    select: documentSelect,
+  });
+
+  return envelope ? [mapDocument(envelope)] : [];
+};
+
+const findDocumentsByText = async (query: string) => {
+  const envelopes = await prisma.envelope.findMany({
+    where: {
+      type: EnvelopeType.DOCUMENT,
+      title: { contains: query, mode: 'insensitive' },
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: documentSelect,
+  });
+
+  return envelopes.map(mapDocument);
+};
+
+// ─── Users ────────────────────────────────────────────────────────────────────
+
+const userSelect = {
+  id: true,
+  name: true,
+  email: true,
+} as const;
+
+type UserRow = { id: number; name: string | null; email: string };
+
+const mapUser = (user: UserRow): AdminGlobalSearchResult => ({
+  label: user.name || user.email,
+  sublabel: joinSublabel([`#${user.id}`, user.email]),
+  path: `/admin/users/${user.id}`,
+  value: `user ${user.id} ${user.name ?? ''} ${user.email}`,
+});
+
+const findUsersById = async (id: number) => {
+  const user = await prisma.user.findFirst({
+    where: { id },
+    select: userSelect,
+  });
+
+  return user ? [mapUser(user)] : [];
+};
+
+const findUsersByText = async (query: string) => {
+  const users = await prisma.user.findMany({
+    where: {
+      OR: [{ name: { contains: query, mode: 'insensitive' } }, { email: { contains: query, mode: 'insensitive' } }],
+    },
+    orderBy: { id: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: userSelect,
+  });
+
+  return users.map(mapUser);
+};
+
+// ─── Organisations ────────────────────────────────────────────────────────────
+
+const organisationSelect = {
+  id: true,
+  name: true,
+  owner: { select: { email: true } },
+} as const;
+
+type OrganisationRow = { id: string; name: string; owner: { email: string } };
+
+const mapOrganisation = (organisation: OrganisationRow): AdminGlobalSearchResult => ({
+  label: organisation.name,
+  sublabel: joinSublabel([organisation.id, organisation.owner.email]),
+  path: `/admin/organisations/${organisation.id}`,
+  value: `organisation ${organisation.id} ${organisation.name} ${organisation.owner.email}`,
+});
+
+const findOrganisationsByIdOrUrl = async (query: string) => {
+  const organisations = await prisma.organisation.findMany({
+    where: {
+      OR: [{ id: query }, { url: query }],
+    },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: organisationSelect,
+  });
+
+  return organisations.map(mapOrganisation);
+};
+
+const findOrganisationsByText = async (query: string) => {
+  const organisations = await prisma.organisation.findMany({
+    where: {
+      OR: [
+        { name: { contains: query, mode: 'insensitive' } },
+        { url: { contains: query, mode: 'insensitive' } },
+        { customerId: { contains: query, mode: 'insensitive' } },
+        { owner: { email: { contains: query, mode: 'insensitive' } } },
+      ],
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: organisationSelect,
+  });
+
+  return organisations.map(mapOrganisation);
+};
+
+// ─── Teams ────────────────────────────────────────────────────────────────────
+
+const teamSelect = {
+  id: true,
+  name: true,
+  url: true,
+  organisation: { select: { name: true } },
+} as const;
+
+type TeamRow = { id: number; name: string; url: string; organisation: { name: string } };
+
+const mapTeam = (team: TeamRow): AdminGlobalSearchResult => ({
+  label: team.name,
+  sublabel: joinSublabel([`#${team.id}`, `/${team.url}`, team.organisation.name]),
+  path: `/admin/teams/${team.id}`,
+  value: `team ${team.id} ${team.name} ${team.url} ${team.organisation.name}`,
+});
+
+const findTeamsById = async (id: number) => {
+  const team = await prisma.team.findFirst({
+    where: { id },
+    select: teamSelect,
+  });
+
+  return team ? [mapTeam(team)] : [];
+};
+
+const findTeamsByText = async (query: string) => {
+  const teams = await prisma.team.findMany({
+    where: {
+      OR: [{ name: { contains: query, mode: 'insensitive' } }, { url: { contains: query, mode: 'insensitive' } }],
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: teamSelect,
+  });
+
+  return teams.map(mapTeam);
+};
+
+// ─── Recipients ───────────────────────────────────────────────────────────────
+
+const recipientSelect = {
+  id: true,
+  name: true,
+  email: true,
+  envelope: { select: { id: true, title: true } },
+} as const;
+
+type RecipientRow = {
+  id: number;
+  name: string;
+  email: string;
+  envelope: { id: string; title: string };
+};
+
+const mapRecipient = (recipient: RecipientRow): AdminGlobalSearchResult => ({
+  label: recipient.email,
+  sublabel: joinSublabel([`#${recipient.id}`, recipient.name, recipient.envelope.title]),
+  path: `/admin/documents/${recipient.envelope.id}`,
+  value: `recipient ${recipient.id} ${recipient.name} ${recipient.email} ${recipient.envelope.title}`,
+});
+
+const findRecipientsById = async (id: number) => {
+  const recipient = await prisma.recipient.findFirst({
+    where: {
+      id,
+      envelope: { type: EnvelopeType.DOCUMENT },
+    },
+    select: recipientSelect,
+  });
+
+  return recipient ? [mapRecipient(recipient)] : [];
+};
+
+const findRecipientsByText = async (query: string) => {
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      envelope: { type: EnvelopeType.DOCUMENT },
+      OR: [{ email: { contains: query, mode: 'insensitive' } }, { name: { contains: query, mode: 'insensitive' } }],
+    },
+    orderBy: { id: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: recipientSelect,
+  });
+
+  return recipients.map(mapRecipient);
+};
+
+// ─── Subscriptions ────────────────────────────────────────────────────────────
+
+const subscriptionSelect = {
+  id: true,
+  status: true,
+  planId: true,
+  customerId: true,
+  organisationId: true,
+} as const;
+
+type SubscriptionRow = {
+  id: number;
+  status: string;
+  planId: string;
+  customerId: string;
+  organisationId: string;
+};
+
+const mapSubscription = (subscription: SubscriptionRow): AdminGlobalSearchResult => ({
+  label: `Subscription #${subscription.id}`,
+  sublabel: joinSublabel([subscription.status, subscription.planId]),
+  path: `/admin/organisations/${subscription.organisationId}`,
+  value: `subscription ${subscription.id} ${subscription.planId} ${subscription.customerId}`,
+});
+
+const findSubscriptionsById = async (id: number) => {
+  const subscription = await prisma.subscription.findFirst({
+    where: { id },
+    select: subscriptionSelect,
+  });
+
+  return subscription ? [mapSubscription(subscription)] : [];
+};
+
+const findSubscriptionsByText = async (query: string) => {
+  const subscriptions = await prisma.subscription.findMany({
+    where: {
+      OR: [
+        { planId: { contains: query, mode: 'insensitive' } },
+        { customerId: { contains: query, mode: 'insensitive' } },
+      ],
+    },
+    orderBy: { createdAt: 'desc' },
+    take: ADMIN_SEARCH_RESULTS_PER_TYPE,
+    select: subscriptionSelect,
+  });
+
+  return subscriptions.map(mapSubscription);
+};
@@ -13,7 +13,7 @@ export const getDocumentStats = async () => {
    },
  });

-  const stats: Record<Exclude<ExtendedDocumentStatus, 'INBOX'>, number> = {
+  const stats: Record<Exclude<ExtendedDocumentStatus, 'INBOX' | 'EXPIRED'>, number> = {
    [ExtendedDocumentStatus.DRAFT]: 0,
    [ExtendedDocumentStatus.PENDING]: 0,
    [ExtendedDocumentStatus.COMPLETED]: 0,
@@ -16,6 +16,7 @@ import { match } from 'ts-pattern';

 import type { FindResultResponse } from '../../types/search-params';
 import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
+import { hasExpiredRecipient } from '../envelope/query-helpers';
 import { getTeamById } from '../team/get-team';

 export type PeriodSelectorValue = '' | '7d' | '14d' | '30d';
@@ -36,6 +37,11 @@ export type FindDocumentsOptions = {
  senderIds?: number[];
  query?: string;
  folderId?: string;
+  /**
+   * When true, restrict results to envelopes with at least one recipient whose signing
+   * link has expired. Orthogonal to `status` — applied additively.
+   */
+  hasExpiredRecipients?: boolean;
  /**
   * When true (default), use a windowed count that caps early for faster pagination.
   * When false, use a full COUNT(*) for exact totals — preferred for external API consumers.
@@ -115,6 +121,7 @@ export const findDocuments = async ({
  senderIds,
  query = '',
  folderId,
+  hasExpiredRecipients,
  useWindowedCount = true,
 }: FindDocumentsOptions) => {
  const user = await prisma.user.findFirstOrThrow({
@@ -199,6 +206,11 @@ export const findDocuments = async ({
      );
    }

+    // Expired recipient filter (orthogonal to status, additive)
+    if (hasExpiredRecipients) {
+      qb = qb.where((eb) => hasExpiredRecipient(eb));
+    }
+
    return qb;
  };

@@ -305,6 +317,15 @@ export const findDocuments = async ({
            ]),
          ),
      )
+      .with(ExtendedDocumentStatus.EXPIRED, () =>
+        qb.where((eb) =>
+          eb.and([
+            personalDeletedFilter(eb),
+            hasExpiredRecipient(eb),
+            eb.or([eb('Envelope.userId', '=', user.id), recipientExists(eb, user.email)]),
+          ]),
+        ),
+      )
      .exhaustive();
  };

@@ -455,6 +476,18 @@ export const findDocuments = async ({
          return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
        }),
      )
+      .with(ExtendedDocumentStatus.EXPIRED, () =>
+        qb.where((eb) => {
+          const accessBranches = [eb('Envelope.teamId', '=', teamData.id)];
+
+          if (teamEmail) {
+            accessBranches.push(senderEmailIs(eb, teamEmail));
+            accessBranches.push(recipientExists(eb, teamEmail));
+          }
+
+          return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), hasExpiredRecipient(eb), eb.or(accessBranches)]);
+        }),
+      )
      .exhaustive();
  };

@@ -8,6 +8,7 @@ import { DateTime } from 'luxon';

 import { STATS_COUNT_CAP } from '../../constants/document';
 import { TEAM_DOCUMENT_VISIBILITY_MAP } from '../../constants/teams';
+import { hasExpiredRecipient } from '../envelope/query-helpers';
 import { getTeamById } from '../team/get-team';

 // Kysely query builder type for Envelope queries.
@@ -253,6 +254,19 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,
      return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), eb.or(accessBranches)]);
    });

+  // EXPIRED: docs visible to the team/user with at least one expired, unsigned recipient.
+  // Access control mirrors the EXPIRED branch in findDocuments so the count matches the listing.
+  const expiredQuery = buildBaseQuery().where((eb) => {
+    const accessBranches = [eb('Envelope.teamId', '=', team.id)];
+
+    if (teamEmail) {
+      accessBranches.push(senderEmailIs(eb, teamEmail));
+      accessBranches.push(recipientExists(eb, teamEmail));
+    }
+
+    return eb.and([teamDeletedFilter(eb), visibilityFilter(eb), hasExpiredRecipient(eb), eb.or(accessBranches)]);
+  });
+
  // INBOX: non-draft docs where team email is a NOT_SIGNED, non-CC recipient
  // Returns 0 if the team has no team email.
  const inboxQuery = teamEmail
@@ -274,15 +288,17 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,

  // ─── Execute all counts in parallel ──────────────────────────────────

-  const [draft, pending, completed, rejected, cancelled, inbox] = await Promise.all([
+  const [draft, pending, completed, rejected, cancelled, expired, inbox] = await Promise.all([
    cappedCount(draftQuery),
    cappedCount(pendingQuery),
    cappedCount(completedQuery),
    cappedCount(rejectedQuery),
    cappedCount(cancelledQuery),
+    cappedCount(expiredQuery),
    inboxQuery ? cappedCount(inboxQuery) : Promise.resolve(0),
  ]);

+  // `expired` is intentionally excluded from `all` — it overlaps PENDING.
  const all = Math.min(draft + pending + completed + rejected + cancelled + inbox, STATS_COUNT_CAP);

  const stats: Record<ExtendedDocumentStatus, number> = {
@@ -291,6 +307,7 @@ export const getStats = async ({ userId, teamId, period, search = '', folderId,
    [ExtendedDocumentStatus.COMPLETED]: completed,
    [ExtendedDocumentStatus.REJECTED]: rejected,
    [ExtendedDocumentStatus.CANCELLED]: cancelled,
+    [ExtendedDocumentStatus.EXPIRED]: expired,
    [ExtendedDocumentStatus.INBOX]: inbox,
    [ExtendedDocumentStatus.ALL]: all,
  };
@@ -194,7 +194,7 @@ export const sendDocument = async ({ id, userId, teamId, sendEmail, requestMetad
      .map((r) => (r.name ? `${r.name} (${r.email}, id: ${r.id})` : `${r.email} (id: ${r.id})`))
      .join(', ');

-    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+    throw new AppError(AppErrorCode.MISSING_SIGNATURE_FIELD, {
      message: `The following recipients are missing required fields: ${missingRecipientDescriptions}. Signers must have at least one signature field.`,
    });
  }
@@ -7,6 +7,7 @@ import { TEAM_DOCUMENT_VISIBILITY_MAP } from '../../constants/teams';
 import type { FindResultResponse } from '../../types/search-params';
 import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
 import { getTeamById } from '../team/get-team';
+import { hasExpiredRecipient } from './query-helpers';

 export type FindEnvelopesOptions = {
  userId: number;
@@ -23,6 +24,11 @@ export type FindEnvelopesOptions = {
  };
  query?: string;
  folderId?: string;
+  /**
+   * When true, restrict results to envelopes with at least one recipient whose signing
+   * link has expired. Orthogonal to `status` — applied additively.
+   */
+  hasExpiredRecipients?: boolean;
  /**
   * When true (default), use a windowed count that caps early for faster pagination.
   * When false, use a full COUNT(*) for exact totals — preferred for external API consumers.
@@ -106,6 +112,7 @@ export const findEnvelopes = async ({
  orderBy,
  query = '',
  folderId,
+  hasExpiredRecipients,
  useWindowedCount = true,
 }: FindEnvelopesOptions) => {
  const user = await prisma.user.findFirstOrThrow({
@@ -182,6 +189,11 @@ export const findEnvelopes = async ({
    );
  }

+  // Expired recipient filter (orthogonal to status, additive)
+  if (hasExpiredRecipients) {
+    qb = qb.where((eb) => hasExpiredRecipient(eb));
+  }
+
  // ─── Access control ──────────────────────────────────────────────────
  //
  // An envelope is visible if ANY of:
@@ -5,6 +5,7 @@ import { match } from 'ts-pattern';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DocumentAccessAuth, type TDocumentAuthMethods } from '../../types/document-auth';
 import { extractDocumentAuthMethods } from '../../utils/document-auth';
+import { getRecipientsWithMissingFields } from '../../utils/recipients';
 import { extractFieldAutoInsertValues } from '../document/send-document';
 import { getTeamSettings } from '../team/get-team-settings';
 import type { EnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
@@ -125,6 +126,17 @@ export const getEnvelopeForDirectTemplateSigning = async ({
    });
  }

+  const recipientsWithMissingFields = getRecipientsWithMissingFields(
+    envelope.recipients,
+    envelope.recipients.flatMap((envelopeRecipient) => envelopeRecipient.fields),
+  );
+
+  if (recipientsWithMissingFields.length > 0) {
+    throw new AppError(AppErrorCode.MISSING_SIGNATURE_FIELD, {
+      message: 'One or more signers on this direct template are missing a signature field',
+    });
+  }
+
  const settings = await getTeamSettings({ teamId: envelope.teamId });

  const sender = settings.includeSenderDetails
@@ -5,7 +5,7 @@ import EnvelopeSchema from '@documenso/prisma/generated/zod/modelSchema/Envelope
 import SignatureSchema from '@documenso/prisma/generated/zod/modelSchema/SignatureSchema';
 import TeamSchema from '@documenso/prisma/generated/zod/modelSchema/TeamSchema';
 import UserSchema from '@documenso/prisma/generated/zod/modelSchema/UserSchema';
-import { DocumentSigningOrder, DocumentStatus, EnvelopeType, SigningStatus } from '@prisma/client';
+import { DocumentSigningOrder, DocumentStatus, EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';
 import { z } from 'zod';

 import { AppError, AppErrorCode } from '../../errors/app-error';
@@ -266,6 +266,11 @@ export const getEnvelopeForRecipientSigning = async ({

  if (envelope.documentMeta.signingOrder === DocumentSigningOrder.SEQUENTIAL && currentRecipientIndex !== -1) {
    for (let i = 0; i < currentRecipientIndex; i++) {
+      // CC recipients have no action to take, so they can never block the flow.
+      if (envelope.recipients[i].role === RecipientRole.CC) {
+        continue;
+      }
+
      if (envelope.recipients[i].signingStatus !== SigningStatus.SIGNED) {
        isRecipientsTurn = false;
        break;
@@ -0,0 +1,27 @@
+import { sql } from '@documenso/prisma';
+import type { DB } from '@documenso/prisma/generated/types';
+import { RecipientRole, SigningStatus } from '@prisma/client';
+import type { ExpressionBuilder } from 'kysely';
+
+// Expression builder type scoped to the Envelope table context.
+type EnvelopeExpressionBuilder = ExpressionBuilder<DB, 'Envelope'>;
+
+/**
+ * Reusable EXISTS subquery: checks that the envelope has at least one recipient whose
+ * signing link has expired — `expiresAt` in the past, still unsigned, and not a CC.
+ *
+ * This is the single source of truth for the "expired recipient" predicate used by
+ * `findDocuments`, `findEnvelopes`, and `getStats`. It must stay in sync with
+ * `isRecipientExpired` (packages/lib/utils/recipients.ts).
+ */
+export const hasExpiredRecipient = (eb: EnvelopeExpressionBuilder) =>
+  eb.exists(
+    eb
+      .selectFrom('Recipient')
+      .whereRef('Recipient.envelopeId', '=', 'Envelope.id')
+      .where('Recipient.expiresAt', 'is not', null)
+      .where('Recipient.expiresAt', '<=', new Date())
+      .where('Recipient.signingStatus', '=', sql.lit(SigningStatus.NOT_SIGNED))
+      .where('Recipient.role', '!=', sql.lit(RecipientRole.CC))
+      .select(sql.lit(1).as('one')),
+  );
@@ -1,7 +1,12 @@
+import {
+  assertMemberCountWithinCap,
+  syncMemberCountWithStripeSeatPlan,
+} from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
 import { prisma } from '@documenso/prisma';
 import type { OrganisationGroup, OrganisationMemberRole } from '@prisma/client';
-import { OrganisationGroupType, OrganisationMemberInviteStatus } from '@prisma/client';
+import { OrganisationGroupType, OrganisationMemberInviteStatus, SubscriptionStatus } from '@prisma/client';

+import { IS_BILLING_ENABLED } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { jobs } from '../../jobs/client';
 import { generateDatabaseId } from '../../universal/id';
@@ -22,6 +27,13 @@ export const acceptOrganisationInvitation = async ({ token }: AcceptOrganisation
      organisation: {
        include: {
          groups: true,
+          organisationClaim: true,
+          subscription: true,
+          members: {
+            select: {
+              id: true,
+            },
+          },
        },
      },
    },
@@ -66,6 +78,35 @@ export const acceptOrganisationInvitation = async ({ token }: AcceptOrganisation
    return;
  }

+  const newMemberCount = organisation.members.length + 1;
+
+  // Billing occurs when a user accepts an invite.
+  // Assert that the new member count is within the cap and sync the seat plan with Stripe.
+  if (IS_BILLING_ENABLED()) {
+    const { subscription, organisationClaim } = organisation;
+
+    // A canceled subscription cannot have its seat quantity updated in Stripe,
+    // and an organisation with lapsed billing should not gain new members.
+    // Throw a deliberate error so the invite page can render an accurate
+    // message instead of an opaque Stripe failure.
+    if (subscription && subscription.status === SubscriptionStatus.INACTIVE) {
+      throw new AppError('SUBSCRIPTION_INACTIVE', {
+        message: 'The organisation subscription is inactive',
+      });
+    }
+
+    // Organisations can exist without a subscription (e.g. after being
+    // downgraded to the free plan). The claim cap remains authoritative in
+    // that case, surfacing LIMIT_EXCEEDED instead of an opaque "subscription
+    // not found" error.
+    await assertMemberCountWithinCap(subscription, organisationClaim, newMemberCount);
+
+    if (subscription) {
+      await syncMemberCountWithStripeSeatPlan(subscription, organisationClaim, newMemberCount, 'grow');
+    }
+  }
+
+  // Todo: Logging
  await addUserToOrganisation({
    userId: user.id,
    organisationId: organisation.id,
@@ -1,7 +1,3 @@
-import {
-  assertMemberCountWithinCap,
-  syncMemberCountWithStripeSeatPlan,
-} from '@documenso/ee/server-only/stripe/update-subscription-item-quantity';
 import { OrganisationInviteEmailTemplate } from '@documenso/email/templates/organisation-invite';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/organisations';
@@ -17,7 +13,6 @@ import { createElement } from 'react';

 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { generateDatabaseId } from '../../universal/id';
-import { validateIfSubscriptionIsRequired } from '../../utils/billing';
 import { buildOrganisationWhereQuery } from '../../utils/organisations';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
@@ -62,8 +57,6 @@ export const createOrganisationMemberInvites = async ({
        },
      },
      organisationGlobalSettings: true,
-      organisationClaim: true,
-      subscription: true,
    },
  });

@@ -71,10 +64,6 @@ export const createOrganisationMemberInvites = async ({
    throw new AppError(AppErrorCode.NOT_FOUND);
  }

-  const { organisationClaim } = organisation;
-
-  const subscription = validateIfSubscriptionIsRequired(organisation.subscription);
-
  const currentOrganisationMemberRole = await getMemberOrganisationRole({
    organisationId: organisation.id,
    reference: {
@@ -120,19 +109,6 @@ export const createOrganisationMemberInvites = async ({
    }),
  );

-  const numberOfCurrentMembers = organisation.members.length;
-  const numberOfCurrentInvites = organisation.invites.length;
-  const numberOfNewInvites = organisationMemberInvites.length;
-
-  const totalMemberCountWithInvites = numberOfCurrentMembers + numberOfCurrentInvites + numberOfNewInvites;
-
-  // Enforce the seat cap and sync billing for seat based plans.
-  if (subscription) {
-    await assertMemberCountWithinCap(subscription, organisationClaim, totalMemberCountWithInvites);
-
-    await syncMemberCountWithStripeSeatPlan(subscription, organisationClaim, totalMemberCountWithInvites);
-  }
-
  await prisma.organisationMemberInvite.createMany({
    data: organisationMemberInvites,
  });
@@ -84,13 +84,13 @@ export const syncSubscriptionRateLimit = createRateLimit({

 export const apiV1RateLimit = createRateLimit({
  action: 'api.v1',
-  max: 100,
+  max: 1000,
  window: '1m',
 });

 export const apiV2RateLimit = createRateLimit({
  action: 'api.v2',
-  max: 100,
+  max: 1000,
  window: '1m',
 });

@@ -1,5 +1,5 @@
 import { prisma } from '@documenso/prisma';
-import { DocumentSigningOrder, EnvelopeType, SigningStatus } from '@prisma/client';
+import { DocumentSigningOrder, EnvelopeType, RecipientRole, SigningStatus } from '@prisma/client';

 export type GetIsRecipientTurnOptions = {
  token: string;
@@ -38,6 +38,11 @@ export async function getIsRecipientsTurnToSign({ token }: GetIsRecipientTurnOpt
  }

  for (let i = 0; i < currentRecipientIndex; i++) {
+    // CC recipients have no action to take, so they can never block the flow.
+    if (recipients[i].role === RecipientRole.CC) {
+      continue;
+    }
+
    if (recipients[i].signingStatus !== SigningStatus.SIGNED) {
      return false;
    }
@@ -1,5 +1,5 @@
 import { prisma } from '@documenso/prisma';
-import { EnvelopeType } from '@prisma/client';
+import { EnvelopeType, RecipientRole } from '@prisma/client';

 import { mapDocumentIdToSecondaryId } from '../../utils/envelope';

@@ -16,6 +16,11 @@ export const getNextPendingRecipient = async ({
        type: EnvelopeType.DOCUMENT,
        secondaryId: mapDocumentIdToSecondaryId(documentId),
      },
+      // CC recipients are informational only and never take part in signing,
+      // so they must never be offered as the next pending recipient.
+      role: {
+        not: RecipientRole.CC,
+      },
    },
    orderBy: [
      {
@@ -40,6 +40,7 @@ import {
  extractDocumentAuthMethods,
 } from '../../utils/document-auth';
 import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
+import { getRecipientsWithMissingFields } from '../../utils/recipients';
 import { sendDocument } from '../document/send-document';
 import { validateFieldAuth } from '../document/validate-field-auth';
 import { incrementDocumentId } from '../envelope/increment-id';
@@ -172,6 +173,17 @@ export const createDocumentFromDirectTemplate = async ({
    });
  }

+  const recipientsWithMissingFields = getRecipientsWithMissingFields(
+    recipients,
+    recipients.flatMap((recipient) => recipient.fields),
+  );
+
+  if (recipientsWithMissingFields.length > 0) {
+    throw new AppError(AppErrorCode.MISSING_SIGNATURE_FIELD, {
+      message: 'One or more signers on this direct template are missing a signature field',
+    });
+  }
+
  if (directTemplateEnvelope.updatedAt.getTime() !== templateUpdatedAt.getTime()) {
    throw new AppError(AppErrorCode.INVALID_REQUEST, { message: 'Template no longer matches' });
  }
@@ -1,6 +1,7 @@
 import { prisma } from '@documenso/prisma';

 import { AppError, AppErrorCode } from '../../errors/app-error';
+import { jobs } from '../../jobs/client';
 import { deleteOrganisation } from '../organisation/delete-organisation';

 export type DeleteUserOptions = {
@@ -59,6 +60,13 @@ export const deleteUser = async ({ id }: DeleteUserOptions) => {
      })),
    );

+  // Organisations the user is a member of (but not owner). Owned organisations
+  // are fully torn down below (including subscription cancellation), so only
+  // these need a seat sync after the user's memberships cascade away.
+  const memberOrganisationIds = user.organisationMember
+    .filter((member) => member.organisation.ownerUserId !== user.id)
+    .map((member) => member.organisationId);
+
  // For organisations the user owns - fully tear them down (orphan envelopes,
  // delete the organisation, and cancel any Stripe subscription). Without this
  // the organisations would only cascade away when the user row is deleted,
@@ -82,9 +90,21 @@ export const deleteUser = async ({ id }: DeleteUserOptions) => {
    }),
  );

-  return await prisma.user.delete({
+  const deletedUser = await prisma.user.delete({
    where: {
      id: user.id,
    },
  });
+
+  // The user's memberships were cascade-deleted with the user row — queue a
+  // seat sync for each organisation they belonged to so the Stripe quantity
+  // trues down to the new member count (no proration, no credit).
+  for (const organisationId of memberOrganisationIds) {
+    await jobs.triggerJob({
+      name: 'internal.sync-organisation-seats',
+      payload: { organisationId },
+    });
+  }
+
+  return deletedUser;
 };
@@ -0,0 +1,71 @@
+import { RecipientRole } from '@prisma/client';
+import { describe, expect, it } from 'vitest';
+
+import { isAssistantLastSigner, normalizeRecipientSigningOrders, sortRecipientsForSigningOrder } from './recipients';
+
+describe('recipient signing order helpers', () => {
+  it('sorts CC recipients after ordered active recipients', () => {
+    const recipients = [
+      { id: 1, role: RecipientRole.CC, signingOrder: 1 },
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 2 },
+      { id: 3, role: RecipientRole.APPROVER, signingOrder: 1 },
+    ];
+
+    expect(sortRecipientsForSigningOrder(recipients).map((recipient) => recipient.id)).toEqual([3, 2, 1]);
+  });
+
+  it('keeps original order when recipients have the same signing order', () => {
+    const recipients = [
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 1 },
+      { id: 1, role: RecipientRole.APPROVER, signingOrder: 1 },
+    ];
+
+    expect(sortRecipientsForSigningOrder(recipients).map((recipient) => recipient.id)).toEqual([2, 1]);
+  });
+
+  it('sorts and normalizes active recipient signing order and removes it from CC recipients', () => {
+    const recipients = [
+      { id: 1, role: RecipientRole.CC, signingOrder: 1 },
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 4 },
+      { id: 3, role: RecipientRole.APPROVER, signingOrder: 2 },
+    ];
+
+    expect(normalizeRecipientSigningOrders(sortRecipientsForSigningOrder(recipients))).toEqual([
+      { id: 3, role: RecipientRole.APPROVER, signingOrder: 1 },
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 2 },
+      { id: 1, role: RecipientRole.CC, signingOrder: undefined },
+    ]);
+  });
+
+  it('preserves caller order while normalizing signing order', () => {
+    const recipients = [
+      { id: 2, role: RecipientRole.ASSISTANT, signingOrder: 2 },
+      { id: 1, role: RecipientRole.SIGNER, signingOrder: 1 },
+      { id: 3, role: RecipientRole.CC, signingOrder: 1 },
+    ];
+
+    expect(normalizeRecipientSigningOrders(recipients)).toEqual([
+      { id: 2, role: RecipientRole.ASSISTANT, signingOrder: 1 },
+      { id: 1, role: RecipientRole.SIGNER, signingOrder: 2 },
+      { id: 3, role: RecipientRole.CC, signingOrder: undefined },
+    ]);
+  });
+
+  it('checks whether the last non-CC recipient is an assistant', () => {
+    expect(
+      isAssistantLastSigner([
+        { role: RecipientRole.SIGNER },
+        { role: RecipientRole.ASSISTANT },
+        { role: RecipientRole.CC },
+      ]),
+    ).toBe(true);
+
+    expect(
+      isAssistantLastSigner([
+        { role: RecipientRole.ASSISTANT },
+        { role: RecipientRole.SIGNER },
+        { role: RecipientRole.CC },
+      ]),
+    ).toBe(false);
+  });
+});
@@ -1,6 +1,6 @@
 import { isSignatureFieldType } from '@documenso/prisma/guards/is-signature-field';
-import type { Envelope } from '@prisma/client';
-import { type Field, RecipientRole, SigningStatus } from '@prisma/client';
+import type { Envelope, Field, Recipient } from '@prisma/client';
+import { RecipientRole, SigningStatus } from '@prisma/client';

 import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
 import { AppError, AppErrorCode } from '../errors/app-error';
@@ -15,6 +15,58 @@ import { zEmail } from './zod';
 */
 export const RECIPIENT_ROLES_THAT_REQUIRE_FIELDS = [RecipientRole.SIGNER] as const;

+// signingOrder isn't required when submitting the recipient form (Zod: z.number().optional())
+type RecipientWithSigningOrder = Pick<Recipient, 'role'> & Partial<Pick<Recipient, 'signingOrder'>>;
+
+export const isCcRecipient = (recipient: Pick<Recipient, 'role'>) => {
+  return recipient.role === RecipientRole.CC;
+};
+
+export const isAssistantLastSigner = (recipients: Pick<Recipient, 'role'>[]) => {
+  const nonCcRecipients = recipients.filter((recipient) => !isCcRecipient(recipient));
+  const lastNonCcRecipient = nonCcRecipients[nonCcRecipients.length - 1];
+
+  return lastNonCcRecipient?.role === RecipientRole.ASSISTANT;
+};
+
+export const sortRecipientsForSigningOrder = <T extends RecipientWithSigningOrder>(recipients: T[]): T[] => {
+  return [...recipients].sort((r1, r2) => {
+    const r1IsCcRecipient = isCcRecipient(r1);
+    const r2IsCcRecipient = isCcRecipient(r2);
+
+    // CC recipients always sort after non-CC recipients.
+    if (r1IsCcRecipient !== r2IsCcRecipient) {
+      return r1IsCcRecipient ? 1 : -1;
+    }
+
+    // Order by signing order; missing orders sort last.
+    const r1SigningOrder = r1.signingOrder ?? Number.MAX_SAFE_INTEGER;
+    const r2SigningOrder = r2.signingOrder ?? Number.MAX_SAFE_INTEGER;
+
+    return r1SigningOrder - r2SigningOrder;
+  });
+};
+
+export const normalizeRecipientSigningOrders = <T extends RecipientWithSigningOrder>(
+  recipients: T[],
+  canUpdateRecipient: (recipient: T) => boolean = () => true,
+): Array<T & { signingOrder?: number }> => {
+  const nonCcRecipients = recipients.filter((recipient) => !isCcRecipient(recipient));
+  const ccRecipients = recipients.filter((recipient) => isCcRecipient(recipient));
+
+  const normalizedNonCcRecipients = nonCcRecipients.map((recipient, index) => ({
+    ...recipient,
+    signingOrder: canUpdateRecipient(recipient) ? index + 1 : (recipient.signingOrder ?? index + 1),
+  }));
+
+  const normalizedCcRecipients = ccRecipients.map((recipient) => ({
+    ...recipient,
+    signingOrder: undefined,
+  }));
+
+  return [...normalizedNonCcRecipients, ...normalizedCcRecipients];
+};
+
 /**
 * Returns recipients who are missing required fields for their role.
 *
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
ephraimduncan	f353706e24	docs(api): filter team document lists by type GET /envelope without type returns templates as well as documents; add type=DOCUMENT to every document-list example so counts and results match the prose	2026-07-30 22:04:01 +00:00
ephraimduncan	eeae0e1e02	docs(api): make templates and teams pages envelope-first - lead templates page with POST /envelope/use and /envelope/distribute; label /template/* deprecated - legacy /template/use returns no signingUrl; document the real responses - teams page: /team/* REST endpoints are not exposed; reframe around team-scoped tokens - fix fabricated pagination wrappers; replace false Teams API card on the index page	2026-07-30 22:04:01 +00:00
ephraimduncan	3c9c490505	docs(getting-started): fix distribute route, pagination and retry advice - POST /envelope/{id}/distribute does not exist; use POST /envelope/distribute with body - list responses are flat (data, count, currentPage, perPage, totalPages), not nested pagination - replace fixed 60s sleep advice with Retry-After header handling	2026-07-30 22:04:01 +00:00
ephraimduncan	905e68fdea	fix(trpc): map v2 field update coordinates to service names - ZUpdateEnvelopeFieldsRequestSchema accepts page/positionX/positionY but the service consumes pageNumber/pageX/pageY, so position updates via POST /envelope/field/update-many were silently dropped; map the names in the route before calling updateEnvelopeFields - docs: show Decimal coordinates as serialized strings in field responses - docs: include the defaulted fieldMeta values returned when the request omits fieldMeta - docs: use real envelope/envelope-item ID formats in samples	2026-07-30 22:04:01 +00:00
ephraimduncan	ced5af4d5a	docs(api): rewrite fields examples for envelope field schemas - request is { envelopeId, data } not { documentId, fields } - coordinates are page/positionX/positionY not pageNumber/pageX/pageY - responses use the data wrapper; field type samples verified against the Zod schemas	2026-07-30 22:04:00 +00:00
ephraimduncan	b076a70d98	docs(api): document cancel endpoint and fix get-many body shape - add Cancel Document section: PENDING-only, not idempotent, access rules, webhook and emails - replace fabricated envelopeIds get-many body with the real nested ids selector (max 20) - document the data wrapper and silent filtering of inaccessible IDs - add CANCELLED to status table, state diagram, transitions and filters - replace nonexistent API source value with the real enum; fix pagination shape and fences - warn in migration guide that get-many body shape changed from documentIds	2026-07-30 22:04:00 +00:00
ephraimduncan	6ace46fefd	docs(trpc): add openapi descriptions to envelope cancel, delete and update routes - these routes rendered without descriptions in the generated API reference - add route-level descriptions and field-level .describe() calls matching sibling schemas	2026-07-30 22:04:00 +00:00
ephraimduncan	478229aa90	docs(api): address rate limit review findings - document the real 429 bodies: v1 returns { message }, v2 returns the structured error object - exclude CORS preflight responses from the header guarantee - describe monthly quotas as organisation-wide api/document/email counters, not envelope-only - retry example: honor Retry-After exactly; cap only the exponential fallback delay	2026-07-30 22:04:00 +00:00
ephraimduncan	d3eb0c7999	docs(api): document rate limit headers and 429 variants - document X-RateLimit-Limit/-Remaining/-Reset on every v1/v2/v2-beta response - document Retry-After on 429s and epoch-aligned 1-minute windows (real wait is 1-60s) - show both 429 body shapes: global error key vs AppError code/message/statusCode - cover the three 429 sources including the headerless monthly quota; add v2-beta to scope	2026-07-30 22:04:00 +00:00
ephraimduncan	918e42b992	docs(webhooks): address review findings - qualify the SSRF guard as best-effort (no DNS-rebinding coverage, fails open on lookup errors) - use envelope IDs from the actual generator alphabet (no digits possible) - fix template-events intro: templateId is null except on TEMPLATE_USED	2026-07-30 21:57:43 +00:00
ephraimduncan	f21eddef19	docs(webhooks): correct retry policy, timeout and payload reference - replace fabricated retry schedule with provider behavior (local 4, BullMQ 3, Inngest 5 attempts) - fix webhook timeout from 30s to 10s and define failure semantics (3xx not followed, code 0) - clarify failed deliveries never auto-disable a webhook; document SSRF rules and http:// support - add envelopeId to all payload examples; frame numeric id as legacy v1 identifier - remove phantom documentMeta field; fix hardcoded timezone/dateFormat values - add missing status/source enum values and document the RECIPIENT_EXPIRED event	2026-07-30 21:37:24 +00:00
Ephraim Duncan	6ec67d1c4d	feat: rejected and expired recipient filters (#2889 )	2026-07-30 10:41:45 +10:00
Ephraim Duncan	a457e1ef7d	feat: add copy button for license key in admin panel (#3123 ) ## Description Adds a copy button next to the show/hide toggle for the license key in the admin panel license card (Admin Panel → Stats). - Ghost button matching the existing eye-toggle styling (`h-6 w-6`, `CopyIcon`) - Uses the standard `useCopyToClipboard` + toast pattern (same as `template-direct-link-badge.tsx`) - Copies the key regardless of masked/visible state New translation strings will be picked up by the next `chore: extract translations` run. ## Before / After ![Before and after: copy button added next to the license key show/hide toggle](https://artifacts.duncan.land/documenso-pr3123-license-copy) > Screenshots taken against a locally mocked ACTIVE license (the mock is not part of this PR). ## Testing - `npx tsc --noEmit -p apps/remix` clean - `biome check` clean - Smoke-tested in browser: clicking the button fires the "Copied to clipboard" toast (visible in the screenshot above)	2026-07-27 02:18:03 +00:00
Catalin Pit	e4897fa686	fix: sort CC recipients last (#2930 )	2026-07-24 16:29:46 +10:00
David Nguyen	c02dfaba1a	feat: rework command search (#3109 )	2026-07-23 13:16:44 +09:00
David Nguyen	54befb5962	fix: update stripe team member billing (#2991 )	2026-07-23 14:09:06 +10:00
David Nguyen	26f0c4c5b7	chore: deprecate endpoints (#3022 )	2026-07-23 13:57:09 +10:00
Lucas Smith	7f85388eb7	fix: increase global API rate limits to 1000/min (#3081 )	2026-07-21 15:58:36 +10:00
Lucas Smith	3cf2963cd0	v2.16.0	2026-07-21 15:06:36 +10:00
Catalin Pit	cc5ef3df16	feat: add branding preferences reset dialog (#3032 )	2026-07-20 16:40:25 +09:00
Catalin Pit	4b72e7d546	feat: add document preferences reset dialog (#3039 )	2026-07-20 16:02:39 +09:00
David Nguyen	ba0dead96f	fix: render error messages for invalid templates (#3088 ) Currently direct templates can be created without the required signatures fields for signers. This means that the document can be fully signed by everyone but will ultimately fail the sealing step which leaves the document in an unrecoverable state.	2026-07-20 16:57:38 +10:00