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

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

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

@@ -32,9 +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                                             |
@@ -53,7 +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",
@@ -73,13 +73,13 @@ A document object contains the following properties:
   ],
   "fields": [
     {
-      "id": "field_123",
+      "id": 123,
       "type": "SIGNATURE",
       "page": 1,
-      "positionX": 10,
+      "positionX": "10",
-      "positionY": 80,
+      "positionY": "80",
-      "width": 30,
+      "width": "30",
-      "height": 5,
+      "height": "5",
       "recipientId": 1
     }
   ],
@@ -99,6 +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.
@@ -114,7 +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)                       |
@@ -154,8 +156,8 @@ const response = await fetch(`${BASE_URL}/envelope`, {
   },
 });
 
-const { data, pagination } = await response.json();
+const { data, count } = await response.json();
-console.log(`Found ${pagination.totalItems} documents`);
+console.log(`Found ${count} documents`);
 
 // Filter by status
 const pendingResponse = await fetch(
@@ -197,12 +199,10 @@ const pendingDocs = await pendingResponse.json();
       ]
     }
   ],
-  "pagination": {
+  "count": 42,
-    "page": 1,
+  "currentPage": 1,
-    "perPage": 10,
+  "perPage": 10,
-    "totalPages": 5,
+  "totalPages": 5
-    "totalItems": 42
-  }
 }
 ```
 
@@ -628,6 +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.
@@ -670,7 +736,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',
 
 const { success } = await response.json();
 
-````
+```
 </Tab>
 </Tabs>
 
@@ -680,7 +746,7 @@ const { success } = await response.json();
 {
   "success": true
 }
-````
+```
 
 ---
 
@@ -694,9 +760,11 @@ POST /envelope/get-many
 
 ### Request Body
 
-| Field         | Type  | Required | Description           |
+| Field      | Type   | Required | Description                                                                  |
-| ------------- | ----- | -------- | --------------------- |
+| ---------- | ------ | -------- | ---------------------------------------------------------------------------- |
-| `envelopeIds` | array | Yes      | Array of document IDs |
+| `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
 
@@ -707,12 +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: {
@@ -720,16 +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
@@ -740,6 +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
 
@@ -747,11 +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.
@@ -773,8 +869,8 @@ flowchart LR
 | Parameter  | Values                                      | Description               |
 | ---------- | ------------------------------------------- | ------------------------- |
 | `type`     | `DOCUMENT`, `TEMPLATE`                      | Filter by envelope type   |
-| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` | Filter by status          |
+| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` | Filter by status          |
-| `source`   | `DOCUMENT`, `TEMPLATE`, `API`               | Filter by creation source |
+| `source`   | `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK`          | Filter by creation source |
 | `folderId` | string                                      | Filter by folder          |
 
 ### Sorting
@@ -800,10 +896,10 @@ async function getAllPendingDocuments() {
       },
     );
 
-    const { data, pagination } = await response.json();
+    const { data, currentPage, totalPages } = await response.json();
     documents.push(...data);
 
-    hasMore = page < pagination.totalPages;
+    hasMore = currentPage < totalPages;
     page++;
   }
 

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

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

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

@@ -119,7 +119,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
 | ------------------------------------------------- | ----------------------------------------------------- |
 | `GET /api/v2/document`                            | `GET /api/v2/envelope`                                |
 | `GET /api/v2/document/{documentId}`               | `GET /api/v2/envelope/{envelopeId}`                   |
-| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many`                      |
+| `POST /api/v2/document/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`                        |
@@ -140,7 +140,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
 | ------------------------------------- | ------------------------------------------------ |
 | `GET /api/v2/template`                | `GET /api/v2/envelope` (with `type=TEMPLATE`)    |
 | `GET /api/v2/template/{templateId}`   | `GET /api/v2/envelope/{envelopeId}`              |
-| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many`                 |
+| `POST /api/v2/template/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`                   |

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

@@ -11,6 +11,12 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 
 ## HTTP Rate Limits
 
+The rate limit applies to:
+
+- `/api/v1/*`
+- `/api/v2/*`
+- `/api/v2-beta/*`
+
 **Limit:** 1000 requests per minute per IP address  
 **Response:** 429 Too Many Requests
 
@@ -19,7 +25,7 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
   this value, in which case you can be rate-limited before reaching the global limit.
 </Callout>
 
-### Rate Limit Response
+### Global per-IP 429 Response
 
 ```json
 {
@@ -27,10 +33,22 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 }
 ```
 
-<Callout type="warn">
+### Rate Limit Headers
-  No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
+
-  seconds before retrying.
+Responses from `/api/v1/*`, `/api/v2/*`, and `/api/v2-beta/*` include these headers. The only
-</Callout>
+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
 
@@ -44,24 +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.",
+  "message": "Too many requests, please try again later. Contact support if you require higher limits."
-  "code": "LIMIT_EXCEEDED",
-  "statusCode": 400
 }
 ```
 
+On `/api/v2/*` and `/api/v2-beta/*`, the body is a structured error object:
+
+```json
+{
+  "message": "Too many requests, please try again later. Contact support if you require higher limits.",
+  "code": "TOO_MANY_REQUESTS",
+  "data": {
+    "code": "TOO_MANY_REQUESTS",
+    "httpStatus": 429,
+    "appError": {
+      "code": "TOO_MANY_REQUESTS",
+      "message": "Too many requests, please try again later. Contact support if you require higher limits."
+    }
+  }
+}
+```
+
+Organisation windowed limit responses include the `X-RateLimit-*` headers and `Retry-After` for
+their own window. Monthly quota responses carry no quota-specific rate limit headers or
+`Retry-After` because the quota is not a time window; rely on the status code and message instead.
+
 ## Error Codes
 
-| Code                | Status | Description                   |
+| Code                | Status | Description                                                        |
-| ------------------- | ------ | ----------------------------- |
+| ------------------- | ------ | ------------------------------------------------------------------ |
-| `TOO_MANY_REQUESTS` | 429    | HTTP rate limit exceeded      |
+| `TOO_MANY_REQUESTS` | 429    | Global per-IP, organisation windowed, or monthly quota exceeded    |
-| `LIMIT_EXCEEDED`    | 400    | Resource usage limit 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.
 
 ---
 

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

@@ -1000,9 +1000,12 @@ async function fetchWithRetry(
       // Retry on rate limit
       if (response.status === 429) {
         const retryAfter = response.headers.get('Retry-After');
-        const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
+        // Honor Retry-After exactly; the cap only applies to the exponential fallback.
+        const delay = retryAfter
+          ? parseInt(retryAfter) * 1000
+          : Math.min(baseDelayMs * Math.pow(2, attempt), maxDelayMs);
         console.log(`Rate limited, waiting ${delay}ms...`);
-        await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
+        await new Promise((resolve) => setTimeout(resolve, delay));
         continue;
       }
 

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

@@ -33,13 +33,14 @@ All webhook events share a common structure:
 
 | Field            | Type      | Description                                            |
 | ---------------- | --------- | ------------------------------------------------------ |
-| `id`             | number    | Document or template ID                                |
+| `id`             | number    | Legacy numeric v1 document or template ID              |
+| `envelopeId`     | string    | Canonical v2 identifier (`envelope_` + 16 characters)  |
 | `externalId`     | string?   | External identifier for integration                    |
 | `userId`         | number    | Owner's user ID                                        |
 | `authOptions`    | object?   | Document-level authentication options                  |
 | `formValues`     | object?   | PDF form values associated with the document           |
 | `title`          | string    | Document or template title                             |
-| `status`         | string    | Current status: `DRAFT`, `PENDING`, `COMPLETED`        |
+| `status`         | string    | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
 | `visibility`     | string    | Document visibility setting                            |
 | `createdAt`      | datetime  | Document creation timestamp                            |
 | `updatedAt`      | datetime  | Last modification timestamp                            |
@@ -47,8 +48,8 @@ All webhook events share a common structure:
 | `deletedAt`      | datetime? | Deletion timestamp                                     |
 | `teamId`         | number?   | Team ID if document belongs to a team                  |
 | `templateId`     | number?   | Template ID if created from a template                 |
-| `source`         | string    | Source: `DOCUMENT` or `TEMPLATE`                       |
+| `source`         | string    | Source: `DOCUMENT`, `TEMPLATE`, or `TEMPLATE_DIRECT_LINK` |
-| `documentMeta`   | object    | Document metadata (subject, message, signing options)  |
+| `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                         |
+| `envelopeId`           | string    | Canonical parent envelope ID               |
-| `templateId`           | number?   | Template ID if created from a template     |
+| `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",
+      "timezone": "Etc/UTC",
-      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
-      "dateFormat": "MM/DD/YYYY",
       "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",
+      "timezone": "Etc/UTC",
-      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
-      "dateFormat": "MM/DD/YYYY",
       "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",
+      "timezone": "Etc/UTC",
-      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
-      "dateFormat": "MM/DD/YYYY",
       "redirectUrl": null,
       "signingOrder": "PARALLEL",
       "allowDictateNextSigner": false,
@@ -429,6 +442,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
     "recipients": [
       {
         "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "reviewer@example.com",
@@ -451,6 +465,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
       },
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -475,6 +490,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
     "Recipient": [
       {
         "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "reviewer@example.com",
@@ -497,6 +513,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
       },
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -537,12 +554,14 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
   "event": "DOCUMENT_REJECTED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "PENDING",
     "title": "contract.pdf",
     "source": "DOCUMENT",
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -561,7 +580,7 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
 
 ### `document.cancelled`
 
-Triggered when the document owner or a team member deletes a document. Draft and pending documents are hard-deleted, while completed documents are soft-deleted.
+Triggered when a pending document is explicitly cancelled with `POST /envelope/cancel`, or when a document owner or team member deletes a document. Deleting a draft or pending document hard-deletes it, while deleting a completed document soft-deletes it.
 
 This event is **not** triggered when a recipient hides a document from their inbox.
 
@@ -572,6 +591,7 @@ This event is **not** triggered when a recipient hides a document from their inb
   "event": "DOCUMENT_CANCELLED",
   "payload": {
     "id": 7,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "externalId": null,
     "userId": 3,
     "authOptions": null,
@@ -591,7 +611,6 @@ This event is **not** triggered when a recipient hides a document from their inb
       "subject": "",
       "message": "",
       "timezone": "Etc/UTC",
-      "password": null,
       "dateFormat": "yyyy-MM-dd hh:mm a",
       "redirectUrl": "",
       "signingOrder": "PARALLEL",
@@ -606,6 +625,7 @@ This event is **not** triggered when a recipient hides a document from their inb
     "recipients": [
       {
         "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 7,
         "templateId": null,
         "email": "signer@example.com",
@@ -627,6 +647,7 @@ This event is **not** triggered when a recipient hides a document from their inb
     "Recipient": [
       {
         "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 7,
         "templateId": null,
         "email": "signer@example.com",
@@ -651,6 +672,45 @@ This event is **not** triggered when a recipient hides a document from their inb
 }
 ```
 
+### `recipient.expired`
+
+Triggered when a recipient's signing deadline passes on a pending document before they sign or reject it.
+
+**Event name:** `RECIPIENT_EXPIRED`
+
+The recipient's `expiresAt` contains the signing deadline, and `expirationNotifiedAt` is set when the expiration is processed.
+
+```json
+{
+  "event": "RECIPIENT_EXPIRED",
+  "payload": {
+    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "status": "PENDING",
+    "title": "contract.pdf",
+    "source": "DOCUMENT",
+    "recipients": [
+      {
+        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@example.com",
+        "name": "John Doe",
+        "role": "SIGNER",
+        "expiresAt": "2024-04-22T11:51:00.000Z",
+        "expirationNotifiedAt": "2024-04-22T11:52:00.000Z",
+        "readStatus": "OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:52:00.000Z",
+  "webhookEndpoint": "https://your-endpoint.com/webhook"
+}
+```
+
 ### `document.reminder.sent`
 
 Triggered when a reminder email is sent to a recipient who has not yet completed their action.
@@ -662,12 +722,14 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
   "event": "DOCUMENT_REMINDER_SENT",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "PENDING",
     "title": "contract.pdf",
     "source": "DOCUMENT",
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -686,7 +748,7 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
 
 ## Template Events
 
-Template events track changes to reusable document templates. Template payloads use the same structure as document payloads, with `source` set to `TEMPLATE` and `templateId` populated.
+Template events track changes to reusable document templates. Template payloads use the same structure as document payloads. For `TEMPLATE_CREATED`, `TEMPLATE_UPDATED`, and `TEMPLATE_DELETED` the template's own legacy numeric ID is in `id` and `templateId` is `null`. Only `TEMPLATE_USED` — whose payload describes the new document envelope created from the template — carries the originating template's legacy ID in `templateId`, with `source` set to `TEMPLATE`.
 
 ### `template.created`
 
@@ -699,9 +761,10 @@ Triggered when a new template is created.
   "event": "TEMPLATE_CREATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "My Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -721,9 +784,10 @@ Triggered when a template's settings, recipients, or fields are modified.
   "event": "TEMPLATE_UPDATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "My Updated Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -743,9 +807,10 @@ Triggered when a template is deleted.
   "event": "TEMPLATE_DELETED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Deleted Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -765,6 +830,7 @@ Triggered when a document is created from a template. This event fires alongside
   "event": "TEMPLATE_USED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Document from Template",
     "status": "DRAFT",
     "templateId": 10,
@@ -791,7 +857,8 @@ Triggered when a document is created from a template. This event fires alongside
 | `DOCUMENT_RECIPIENT_COMPLETED` | Recipient completes their action           | Recipient `signingStatus: "SIGNED"`, `signedAt` set          |
 | `DOCUMENT_COMPLETED`         | All recipients complete actions               | `status: "COMPLETED"`, `completedAt` set                     |
 | `DOCUMENT_REJECTED`          | Recipient rejects document                   | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
-| `DOCUMENT_CANCELLED`         | Owner or team member deletes document        | Document cancelled or deleted                                |
+| `DOCUMENT_CANCELLED`         | Pending document explicitly cancelled, or document deleted | `status: "CANCELLED"` after explicit cancellation; deletion may remove or soft-delete the document |
+| `RECIPIENT_EXPIRED`          | Recipient signing deadline passes            | Recipient `expiresAt` passed, `expirationNotifiedAt` set           |
 | `DOCUMENT_REMINDER_SENT`     | Reminder email sent to recipient             | No status changes                                            |
 
 ### Template Events
@@ -821,7 +888,7 @@ When processing webhook events:
     **Process idempotently** — Webhooks may be retried, so handle duplicate events
   </Step>
   <Step>
-    **Respond quickly** — Return a 200 status code within 30 seconds
+    **Respond quickly** — Return a `2xx` status code within 10 seconds
   </Step>
 </Steps>
 

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

@@ -42,12 +42,14 @@ Documenso supports webhook events for the full document lifecycle (created, sent
   "event": "DOCUMENT_COMPLETED",
   "payload": {
     "id": 123,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Contract",
     "status": "COMPLETED",
     "completedAt": "2024-01-15T10:30:00.000Z",
     "recipients": [
       {
         "id": 1,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "signingStatus": "SIGNED"
       }
@@ -58,6 +60,8 @@ Documenso supports webhook events for the full document lifecycle (created, sent
 }
 ```
 
+`payload.id` is the legacy numeric v1 ID. Use `payload.envelopeId` as the canonical v2 identifier. Each recipient repeats `envelopeId` as the reliable parent link because the legacy `documentId` and `templateId` fields depend on the parent envelope type, leaving one of them null.
+
 ---
 
 ## See Also

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

@@ -148,7 +148,7 @@ func main() {
 </Tabs>
 
 <Callout type="warn">
-  Always respond with a `200 OK` status within 30 seconds. Documenso will retry failed deliveries.
+  Always respond with a `2xx` status within 10 seconds. Documenso will retry failed deliveries according to the configured background-job provider.
 </Callout>
 
 ## Configuring Webhooks in Documenso via the Dashboard
@@ -184,7 +184,7 @@ Fill in the following fields:
 
 | Field | Description |
 | ----- | ----------- |
-| **Webhook URL** | The HTTPS endpoint that will receive webhook events |
+| **Webhook URL** | The HTTP or HTTPS endpoint that will receive webhook events |
 | **Events** | Select which events should trigger this webhook |
 | **Secret** (optional) | A secret key used to sign the payload for verification |
 </Step>
@@ -202,12 +202,21 @@ Your webhook endpoint must meet these requirements:
 
 | Requirement | Details |
 | ----------- | ------- |
-| **Protocol** | HTTPS required (HTTP not allowed in production) |
+| **Protocol** | HTTP and HTTPS are accepted; use HTTPS in production |
-| **Response** | Must return `2xx` status code within 30 seconds |
+| **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 |
+For self-hosted deployments, retries are handled by the background-job provider selected with `NEXT_PRIVATE_JOBS_PROVIDER`:
-| ------- | ----- |
-| 1 | Immediate |
-| 2 | 1 minute |
-| 3 | 5 minutes |
-| 4 | 30 minutes |
-| 5 | 2 hours |
 
-After 5 failed attempts, the webhook is marked as failed and no further automatic retries occur. You can manually resend failed webhooks from the dashboard.
+| Provider | Total attempts | Retry timing |
+| -------- | -------------- | ------------ |
+| Local (default) | 4 | Back-to-back, with no backoff |
+| BullMQ | 3 | Exponential backoff starting at 1 second |
+| Inngest | 5 | Inngest platform backoff |
+
+Only the individual delivery (`WebhookCall`) record is marked as failed. Documenso does not automatically disable the webhook or apply a circuit breaker, so future matching events continue to be delivered. After automatic attempts are exhausted, you can manually resend a failed delivery from the dashboard.
 
 <Callout type="warn">
   If your endpoint consistently fails, consider reviewing your server logs and ensuring your endpoint meets all [URL requirements](#webhook-url-requirements).

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

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

packages/trpc/server/envelope-router/cancel-envelope.types.ts

@@ -8,13 +8,14 @@ export const cancelEnvelopeMeta: TrpcRouteMeta = {
     method: 'POST',
     path: '/envelope/cancel',
     summary: 'Cancel envelope',
+    description: 'Cancel a pending envelope',
     tags: ['Envelope'],
   },
 };
 
 export const ZCancelEnvelopeRequestSchema = z.object({
-  envelopeId: z.string(),
+  envelopeId: z.string().describe('The ID of the envelope to cancel.'),
-  reason: z.string().optional(),
+  reason: z.string().describe('The reason for cancelling the envelope.').optional(),
 });
 
 export const ZCancelEnvelopeResponseSchema = ZSuccessResponseSchema;

packages/trpc/server/envelope-router/delete-envelope.types.ts

@@ -8,12 +8,13 @@ export const deleteEnvelopeMeta: TrpcRouteMeta = {
     method: 'POST',
     path: '/envelope/delete',
     summary: 'Delete envelope',
+    description: 'Delete an envelope',
     tags: ['Envelope'],
   },
 };
 
 export const ZDeleteEnvelopeRequestSchema = z.object({
-  envelopeId: z.string(),
+  envelopeId: z.string().describe('The ID of the envelope to delete.'),
 });
 
 export const ZDeleteEnvelopeResponseSchema = ZSuccessResponseSchema;

packages/trpc/server/envelope-router/envelope-fields/update-envelope-fields.ts

@@ -29,7 +29,17 @@ export const updateEnvelopeFieldsRoute = authenticatedProcedure
         id: envelopeId,
       },
       type: null,
-      fields,
+      fields: fields.map((field) => ({
+        id: field.id,
+        type: field.type,
+        pageNumber: field.page,
+        pageX: field.positionX,
+        pageY: field.positionY,
+        width: field.width,
+        height: field.height,
+        fieldMeta: field.fieldMeta,
+        envelopeItemId: field.envelopeItemId,
+      })),
       requestMetadata: ctx.metadata,
     });
 

packages/trpc/server/envelope-router/update-envelope.types.ts

@@ -12,24 +12,32 @@ export const updateEnvelopeMeta: TrpcRouteMeta = {
     method: 'POST',
     path: '/envelope/update',
     summary: 'Update envelope',
+    description: 'Update envelope properties and settings',
     tags: ['Envelope'],
   },
 };
 
 export const ZUpdateEnvelopeRequestSchema = z.object({
-  envelopeId: z.string(),
+  envelopeId: z.string().describe('The ID of the envelope to update.'),
   data: z
     .object({
       title: ZDocumentTitleSchema.optional(),
       externalId: ZDocumentExternalIdSchema.nullish(),
       visibility: ZDocumentVisibilitySchema.optional(),
-      globalAccessAuth: z.array(ZDocumentAccessAuthTypesSchema).optional(),
+      globalAccessAuth: z
-      globalActionAuth: z.array(ZDocumentActionAuthTypesSchema).optional(),
+        .array(ZDocumentAccessAuthTypesSchema)
-      folderId: z.string().nullish(),
+        .describe('The authentication methods required to access the envelope.')
-      templateType: z.nativeEnum(TemplateType).optional(),
+        .optional(),
+      globalActionAuth: z
+        .array(ZDocumentActionAuthTypesSchema)
+        .describe('The authentication methods required to sign the envelope.')
+        .optional(),
+      folderId: z.string().describe('The ID of the folder containing the envelope.').nullish(),
+      templateType: z.nativeEnum(TemplateType).describe('The template type.').optional(),
     })
+    .describe('The envelope properties to update.')
     .optional(),
-  meta: ZDocumentMetaUpdateSchema.optional(),
+  meta: ZDocumentMetaUpdateSchema.describe('The email and signing settings to update.').optional(),
 });
 
 export const ZUpdateEnvelopeResponseSchema = ZEnvelopeLiteSchema;