docs(api): complete document object reference and note externalId tagging

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
2026-08-15 19:11:49 +10:00 · 2026-07-31 12:56:28 +00:00 · 2026-07-30 22:04:00 +00:00 · 2026-07-30 22:04:00 +00:00 · 2026-07-30 22:04:00 +00:00 · 2026-07-30 22:04:00 +00:00
364 changed files with 17532 additions and 5218 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.
@@ -180,6 +180,20 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=
 NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=
 # OPTIONAL: Comma-separated list of email domains allowed to sign up (e.g., example.com,acme.org).
 NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=
+# OPTIONAL: Set to "true" to disable all signin methods (email, Google, Microsoft, OIDC).
+NEXT_PUBLIC_DISABLE_SIGNIN=
+# OPTIONAL: Set to "true" to disable email/password signin only. Also closes /forgot-password and /reset-password.
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=
+# OPTIONAL: Set to "true" to hide the Google signin button.
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=
+# OPTIONAL: Set to "true" to hide the Microsoft signin button.
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=
+# OPTIONAL: Set to "true" to hide the OIDC signin button.
+NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=
+# OPTIONAL: When OIDC is the only enabled signin transport, /signin auto-redirects
+# to the OIDC provider (rendering only a spinner). Set to "true" to disable this
+# and keep showing the signin page.
+NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=
 # OPTIONAL: Set to true to use internal webapp url in browserless requests.
 NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false

@@ -1,3 +1,3 @@
 legacy-peer-deps = true
 prefer-dedupe = true
-min-release-age = 7
+# min-release-age = 7
@@ -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).
@@ -26,35 +28,62 @@ Each document contains one or more PDF files, a list of recipients, and the fiel

 A document object contains the following properties:

-| Property        | Type           | Description                                                    |
-| --------------- | -------------- | -------------------------------------------------------------- |
-| `id`            | string         | Unique identifier (e.g., `envelope_abc123`)                    |
-| `type`          | string         | `DOCUMENT` or `TEMPLATE`                                       |
-| `status`        | string         | Current status: `DRAFT`, `PENDING`, `COMPLETED`, or `REJECTED` |
-| `title`         | string         | Document title                                                 |
-| `source`        | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `API`    |
-| `visibility`    | string         | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE`         |
-| `externalId`    | string \| null | Your custom identifier for the document                        |
-| `createdAt`     | string         | ISO 8601 timestamp                                             |
-| `updatedAt`     | string         | ISO 8601 timestamp                                             |
-| `completedAt`   | string \| null | Timestamp when all recipients completed signing                |
-| `deletedAt`     | string \| null | Timestamp if soft-deleted                                      |
-| `recipients`    | array          | List of recipients and their signing status                    |
-| `fields`        | array          | Signature and form fields on the document                      |
-| `envelopeItems` | array          | PDF files attached to the document                             |
-| `documentMeta`  | object         | Email settings, redirect URL, signing options                  |
+| Property            | Type           | Description                                                                                  |
+| ------------------- | -------------- | -------------------------------------------------------------------------------------------- |
+| `id`                | string         | Unique identifier (e.g., `envelope_abc123`)                                                  |
+| `secondaryId`       | string         | Legacy identifier in prefixed form (`document_123` for documents, `template_123` for templates) |
+| `internalVersion`   | number         | Internal envelope schema version                                                             |
+| `type`              | string         | `DOCUMENT` or `TEMPLATE`                                                                     |
+| `status`            | string         | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED`                  |
+| `title`             | string         | Document title                                                                               |
+| `source`            | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK`                 |
+| `visibility`        | string         | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE`                                       |
+| `templateType`      | string         | Template visibility: `PUBLIC`, `PRIVATE`, or `ORGANISATION` (only meaningful for templates)  |
+| `externalId`        | string \| null | Your custom identifier for the document                                                      |
+| `userId`            | number         | ID of the user who owns the document                                                         |
+| `teamId`            | number         | ID of the team the document belongs to                                                       |
+| `folderId`          | string \| null | ID of the folder containing the document                                                     |
+| `templateId`        | number \| null | Legacy ID of the template this document was created from                                     |
+| `authOptions`       | object \| null | Access and action authentication requirements                                                |
+| `formValues`        | object \| null | Pre-filled form values                                                                       |
+| `publicTitle`       | string         | Public title shown on profile and direct-link pages                                          |
+| `publicDescription` | string         | Public description shown on profile and direct-link pages                                    |
+| `createdAt`         | string         | ISO 8601 timestamp                                                                           |
+| `updatedAt`         | string         | ISO 8601 timestamp                                                                           |
+| `completedAt`       | string \| null | Timestamp when all recipients completed signing                                              |
+| `deletedAt`         | string \| null | Timestamp if soft-deleted                                                                    |
+| `recipients`        | array          | List of recipients and their signing status                                                  |
+| `fields`            | array          | Signature and form fields on the document                                                    |
+| `envelopeItems`     | array          | PDF files attached to the document                                                           |
+| `directLink`        | object \| null | Direct-link signing configuration (`id`, `token`, `enabled`, `directTemplateRecipientId`)    |
+| `team`              | object         | Owning team (`id`, `url`)                                                                    |
+| `user`              | object         | Document owner (`id`, `name`, `email`)                                                       |
+| `documentMeta`      | object         | Email settings, redirect URL, signing options                                                |
+
+Documents created through the API have `source: "DOCUMENT"` — there is no separate `API` source value. To tag documents created by your integration, set `externalId` when creating them.

 ### Example Document Object

 ```json
 {
  "id": "envelope_abc123xyz",
+  "secondaryId": "document_123",
+  "internalVersion": 2,
  "type": "DOCUMENT",
  "status": "PENDING",
-  "source": "API",
+  "source": "DOCUMENT",
  "visibility": "EVERYONE",
+  "templateType": "PRIVATE",
  "title": "Service Agreement",
  "externalId": "contract-2025-001",
+  "userId": 1,
+  "teamId": 1,
+  "folderId": null,
+  "templateId": null,
+  "authOptions": null,
+  "formValues": null,
+  "publicTitle": "",
+  "publicDescription": "",
  "createdAt": "2025-01-15T10:30:00.000Z",
  "updatedAt": "2025-01-15T10:35:00.000Z",
  "completedAt": null,
@@ -71,23 +100,41 @@ A document object contains the following properties:
  ],
  "fields": [
    {
-      "id": "field_123",
+      "id": 123,
+      "secondaryId": "field_abc123",
      "type": "SIGNATURE",
+      "recipientId": 1,
+      "envelopeId": "envelope_abc123xyz",
+      "envelopeItemId": "envelope_item_xyz",
      "page": 1,
-      "positionX": 10,
-      "positionY": 80,
-      "width": 30,
-      "height": 5,
-      "recipientId": 1
+      "positionX": "10",
+      "positionY": "80",
+      "width": "30",
+      "height": "5",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": null
    }
  ],
  "envelopeItems": [
    {
      "id": "envelope_item_xyz",
+      "envelopeId": "envelope_abc123xyz",
+      "documentDataId": "doc_data_abc123",
      "title": "contract.pdf",
      "order": 1
    }
  ],
+  "directLink": null,
+  "team": {
+    "id": 1,
+    "url": "your-team"
+  },
+  "user": {
+    "id": 1,
+    "name": "Jane Smith",
+    "email": "jane@example.com"
+  },
  "documentMeta": {
    "subject": "Please sign this document",
    "message": "Hi, please review and sign this agreement.",
@@ -97,6 +144,8 @@ 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 +161,7 @@ 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 +201,8 @@ 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 +244,10 @@ const pendingDocs = await pendingResponse.json();
      ]
    }
  ],
-  "pagination": {
-    "page": 1,
-    "perPage": 10,
-    "totalPages": 5,
-    "totalItems": 42
-  }
+  "count": 42,
+  "currentPage": 1,
+  "perPage": 10,
+  "totalPages": 5
 }
 ```

@@ -626,6 +673,72 @@ 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 +781,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',

 const { success } = await response.json();

-````
+```
 </Tab>
 </Tabs>

@@ -678,7 +791,7 @@ const { success } = await response.json();
 {
  "success": true
 }
-````
+```

 ---

@@ -692,9 +805,11 @@ 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 +820,17 @@ 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 +838,36 @@ 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 +878,7 @@ 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 +886,13 @@ 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 +914,8 @@ 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 +941,10 @@ 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++;
  }

@@ -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).
@@ -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.

 ---

@@ -65,3 +119,4 @@ When you exceed a resource limit:
 - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
 - [API Versioning](/docs/developers/api/versioning) - API version management
 - [First API Call](/docs/developers/getting-started/first-api-call) - Getting started with the API
+- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Admins: set per-organisation resource quotas and rate limits (the HTTP rate limit above is separate and not admin-settable)
@@ -6,6 +6,8 @@ description: Create documents from reusable templates via API.
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';

+<EnvelopeWarning />
+
 <Callout type="warn">
  This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
  see the [OpenAPI Reference](https://openapi.documenso.com).
@@ -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:
@@ -483,7 +485,7 @@ The API returns standard HTTP status codes and JSON error responses:

 ### Handling Rate Limits

-The API allows 100 requests per minute per IP address. When rate limited, wait at least 60 seconds before retrying:
+The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. When rate limited, wait at least 60 seconds before retrying:

 ```javascript
 async function fetchWithRetry(url, options, maxRetries = 3) {
@@ -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',
@@ -76,6 +76,8 @@ The Enterprise Edition is required when you:
    4. Restart your Documenso instance
    5. Verify the license is active in the **Admin Panel** under the **Stats** section

+    See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
+
  </Accordion>
 </Accordions>

@@ -197,7 +199,7 @@ See [Support](/docs/policies/support) for complete support options.
    1. Sign the Enterprise license agreement
    2. Receive license key and access credentials
    3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
-    4. Configure Enterprise features with support assistance
+    4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance

  </Step>
  <Step>
@@ -238,6 +240,7 @@ See [Support](/docs/policies/support) for complete support options.

 ## Related

+- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
 - [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
 - [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
 - [Support](/docs/policies/support) - Support channels and response times
@@ -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.
@@ -272,6 +272,12 @@ For detailed certificate setup, see [Signing Certificate](/docs/self-hosting/con
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`       | Block new accounts via Microsoft. Existing linked users can still sign in           | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`            | Block new accounts via OIDC, including the organisation portal                      | `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`        | Comma-separated list of email domains allowed to sign up (e.g., `example.com,acme.org`) |         |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`                 | Master switch. Disable all signin methods application-wide                          | `false` |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`  | Disable email/password signin. Also closes `/forgot-password` and `/reset-password` | `false` |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`          | Hide the Google signin button                                                       | `false` |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`       | Hide the Microsoft signin button                                                    | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`            | Hide the OIDC signin button                                                         | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`     | Disable the automatic `/signin` redirect when OIDC is the only enabled transport    | `false` |
 | `NEXT_PUBLIC_POSTHOG_KEY`             | PostHog API key for analytics and feature flags                                     |         |
 | `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features                                                             | `false` |

@@ -303,6 +309,44 @@ NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 NEXT_PUBLIC_DISABLE_SIGNUP="true"
 ```

+### Sign-in Restrictions
+
+You can control which methods are available for users to sign in with the following environment variables:
+
+- **`NEXT_PUBLIC_DISABLE_SIGNIN`** (master switch): Set to `true` to block all signin methods (email/password, Google, Microsoft, OIDC). Hides every signin entry point on `/signin` and rejects email/password signin server-side with a `SIGNIN_DISABLED` error.
+- **`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN`**: Set to `true` to disable email/password signin only. The email/password form is hidden, the `/forgot-password` and `/reset-password` pages redirect to `/signin`, and the corresponding server endpoints reject requests. SSO signin is unaffected.
+- **`NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`**, **`NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`**: Set to `true` to hide the matching SSO button on the signin page. Useful when an SSO provider is kept configured for account linking but not advertised as a signin entry point.
+
+These flags are opt-in: when none are set, signin behaviour is unchanged from a stock Documenso instance.
+
+```bash
+# Allow only OIDC signin (e.g. enterprise SSO-only)
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+
+# Or disable signin entirely
+NEXT_PUBLIC_DISABLE_SIGNIN="true"
+```
+
+### OIDC Auto-redirect
+
+When OIDC is the only enabled signin transport on your instance, `/signin` automatically redirects users straight to the OIDC provider instead of showing the signin form. The page renders a spinner while the redirect happens. No extra configuration is required — disabling every other signin method is enough to trigger it.
+
+- **`NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`**: Set to `true` to opt out of the automatic redirect and keep rendering the signin page even when OIDC is the only enabled transport.
+
+The redirect only triggers when OIDC is configured and email/password, Google, and Microsoft signin are all disabled. If any other transport remains enabled, the signin form is shown as normal.
+
+```bash
+# OIDC-only signin: disabling all other methods auto-redirects to the provider
+NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+
+# Opt out of the auto-redirect while still OIDC-only
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
+```
+
 ---

 ## AI Features
@@ -399,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal

 ## Enterprise Features

-These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
+These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.

 | Variable                             | Description                                      |
 | ------------------------------------ | ------------------------------------------------ |
-| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features              |
+| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
 | `NEXT_PRIVATE_STRIPE_API_KEY`        | Stripe API key for billing                       |
 | `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret                            |
 | `NEXT_PRIVATE_SES_ACCESS_KEY_ID`     | AWS SES access key for email domain verification |
@@ -446,6 +490,16 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP="true"
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
+
+# Sign-in restrictions (optional)
+# NEXT_PUBLIC_DISABLE_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN="true"
+# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN="true"
+
+# Opt out of the automatic OIDC redirect when OIDC is the only enabled transport (optional)
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT="true"
 ```

 ---
@@ -456,4 +510,5 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 - [Email Configuration](/docs/self-hosting/configuration/email) - Configure email delivery
 - [Storage Configuration](/docs/self-hosting/configuration/storage) - Set up S3 storage
 - [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) - Configure document signing
+- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Set per-organisation document, email, and API limits from the admin panel
 - [Troubleshooting](/docs/self-hosting/maintenance/troubleshooting) - Common configuration issues
@@ -29,6 +29,11 @@ description: Configure your self-hosted Documenso instance with environment vari
    description="Digital signature certificate setup."
    href="/docs/self-hosting/configuration/signing-certificate"
  />
+  <Card
+    title="Organisation Limits"
+    description="Set per-organisation document, email, and API limits via the admin panel."
+    href="/docs/self-hosting/configuration/organisation-limits"
+  />
 </Cards>

 ## Required Configuration
@@ -0,0 +1,107 @@
+---
+title: Apply Your License Key
+description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
+
+<Callout type="info">
+  The license key applies to your **whole instance**, not an individual user account. There's one
+  key per deployment.
+</Callout>
+
+## Prerequisites
+
+- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
+  Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
+  See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
+- A running self-hosted Documenso instance that you're able to restart
+
+## Step 1: Set the environment variable
+
+Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
+
+<Tabs items={['Docker Compose', 'docker run', '.env']}>
+<Tab value="Docker Compose">
+
+Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+Then apply it:
+
+```bash
+docker compose up -d
+```
+
+</Tab>
+<Tab value="docker run">
+
+```bash
+docker run -d \
+  --name documenso \
+  -e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
+  documenso/documenso:latest
+```
+
+</Tab>
+<Tab value=".env">
+
+If you're running Documenso directly (not in a container), add the variable to your `.env` file:
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+</Tab>
+</Tabs>
+
+## Step 2: Restart the instance
+
+The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
+
+```bash
+# Docker Compose
+docker compose restart documenso
+
+# Docker
+docker restart documenso
+```
+
+On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
+
+## What the license enables
+
+A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
+
+- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
+- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
+
+## Troubleshooting
+
+<Accordions type="multiple">
+  <Accordion title="Enterprise features are still unavailable after applying the key">
+    - Confirm the key is present in the environment the running process actually reads — `docker
+      exec` into the container and check `env | grep LICENSE` if unsure.
+    - Confirm the instance was fully restarted after the variable was set, not just reloaded.
+    - Re-copy the key to rule out truncation or accidental whitespace.
+  </Accordion>
+  <Accordion title="A specific feature still isn't working">
+    Instance-wide features (like CSC signing) also need their own configuration — an active license
+    alone isn't enough. Check that feature's guide to confirm the required settings are in place.
+    Per-organisation features additionally need to be provisioned for the organisation that's using
+    them.
+  </Accordion>
+</Accordions>
+
+## See Also
+
+- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
+- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
+- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing
@@ -2,12 +2,14 @@
  "title": "Configuration",
  "pages": [
    "environment",
+    "license",
    "database",
    "email",
    "storage",
    "background-jobs",
    "signing-certificate",
    "telemetry",
+    "organisation-limits",
    "advanced"
  ]
 }
@@ -0,0 +1,111 @@
+---
+title: Organisation Limits
+description: View and set per-organisation document, email, and API limits on a self-hosted Documenso instance using the admin panel's subscription claims.
+---
+
+import { Callout } from 'fumadocs-ui/components/callout';
+
+Per-organisation limits — document, email, and API usage, plus feature toggles and team/member caps — are controlled by **subscription claims**. You configure them in the admin panel, not through environment variables.
+
+There are three distinct kinds of limit:
+
+| Limit                  | Caps                                              | Admin-settable          |
+| ---------------------- | ------------------------------------------------- | ----------------------- |
+| Resource quota         | Documents, emails, and API requests **per month** | Yes — per claim and org |
+| Resource rate limit    | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
+| Global HTTP rate limit | API requests per IP (1000/min, hardcoded)         | No — see [Limitations](#limitations) |
+
+## Prerequisites
+
+- A running self-hosted Documenso instance.
+- An account with the **`ADMIN`** role — an account-level role, separate from organisation and team roles. New accounts are created with the `USER` role only. Grant the first admin by adding `ADMIN` to that user's `roles` directly in the database; after that, an existing admin can grant the role to others under **Admin Panel > Users > _(user)_ > Roles > Update user**.
+
+Open the admin panel at `/admin`. The sidebar sections used below are **Claims**, **Organisations**, and **Organisation Stats**.
+
+## Viewing usage
+
+**One organisation:** open **Admin Panel > Organisations** and select it. The **Organisation usage** section shows the current period's document, email, and API usage against its quotas.
+
+**All organisations:** open **Admin Panel > Organisation Stats** to sort and filter monthly usage. Filter by **claim** and by **period** (a UTC calendar month, shown as `YYYY-MM`), and switch between **Show usage**, **Show usage with quotas**, and **Show daily averages**.
+
+<Callout type="warn">
+  Usage counts **attempts**, not only successful actions. A request that exceeds a quota is still counted before it is rejected, so displayed usage can read higher than the number of actions that succeeded.
+</Callout>
+
+## Subscription claims
+
+A subscription claim is a named bundle of limits and feature flags (for example `Free`, `Individual`, `Teams`, `Platform`, or `Enterprise`). Claims are **templates**: when an organisation is created it receives a private copy of its claim and reads from that copy afterwards. Editing a claim template therefore affects organisations created later, not existing ones — to change an existing organisation, [edit it directly](#change-limits-for-one-organisation).
+
+### Claim fields
+
+Under **Admin Panel > Claims** (`/admin/claims`), each claim has:
+
+| Field                   | Controls                                                                          |
+| ----------------------- | --------------------------------------------------------------------------------- |
+| **Name**                | The claim's display name.                                                         |
+| **Team Count**          | Teams allowed. `0` = unlimited.                                                   |
+| **Member Count**        | Members allowed. `0` = unlimited.                                                 |
+| **Envelope Item Count** | Uploaded files allowed per envelope. Minimum `1`.                                |
+| **Recipient Count**     | Recipients allowed per document. `0` = unlimited.                                |
+| **Feature Flags**       | Feature toggles (see [Feature flags](#feature-flags)).                            |
+| **Limits**              | Monthly quota and rate-limit windows for Documents, Emails, and API.              |
+| **Email transport**     | Transport the claim uses. *Default (system mailer)* uses the instance default.    |
+
+### Quotas and rate limits
+
+The **Limits** section has a column for **Documents**, **Emails**, and **API**, each with two controls:
+
+- **Monthly quota** — how many of that resource are allowed per calendar month. An **empty** field is unlimited; **`0`** blocks the resource entirely.
+- **Rate limit windows** — optional short-window caps, each a duration and a maximum. A window is a number and a unit (`s`, `m`, `h`, `d`), such as `5m`, `1h`, or `24h`, and must be unique within the resource.
+
+<Callout type="warn">
+  Quotas and counts use opposite conventions for "unlimited": an **empty** quota is unlimited (and `0` blocks the resource), whereas `0` in the **Team**, **Member**, and **Recipient Count** fields means unlimited.
+</Callout>
+
+### Feature flags
+
+The **Feature Flags** section toggles capabilities such as Unlimited documents, Branding, Hide Documenso branding, Email domains, Embed authoring, Embed signing, White label for embed authoring/signing, 21 CFR, HIPAA, Authentication portal, Allow Legacy Envelopes, Signing reminders, QES signing, and Disable emails.
+
+Some flags are Enterprise features. If your license does not include one, it is marked and cannot be enabled (you can still turn it off). See [Enterprise Edition](/docs/policies/enterprise-edition).
+
+### Create or edit a claim template
+
+1. Go to **Admin Panel > Claims**.
+2. Select **New claim**, or select an existing claim to edit it.
+3. Set the counts, feature flags, and the **Limits** section.
+4. Save. Changes apply to organisations created afterwards, not existing ones.
+
+### Change limits for one organisation
+
+To change limits for an existing organisation, edit it directly rather than its claim template.
+
+1. Go to **Admin Panel > Organisations** and open the organisation.
+2. Adjust its quota, rate-limit, feature-flag, or email-transport fields.
+3. Save. Changes take effect immediately.
+
+The organisation also shows the **Inherited subscription claim** it was created from.
+
+## Usage reset
+
+Monthly quota usage is keyed to the **UTC calendar month**. There is no scheduled reset job — when the month rolls over, the new period's counter starts at `0`.
+
+## Limitations
+
+The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **1000 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
+
+## Troubleshooting
+
+| Symptom                                          | Cause and fix                                                                                                                    |
+| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
+| An organisation hit its limit unexpectedly       | Usage counts rejected over-quota attempts. Compare usage against the quota under **Organisation Stats > Show usage with quotas**. |
+| A resource is blocked entirely, not just capped  | The **Monthly quota** is `0`, which blocks the resource. Leave it empty for unlimited.                                           |
+| Emails are not sending for an organisation        | Check whether the **Disable emails** flag is enabled on the organisation's claim — it blocks all emails regardless of quota.     |
+| A claim template edit had no effect              | Template edits are not retroactive. Edit the organisation directly under **Admin Panel > Organisations**.                        |
+
+---
+
+## See Also
+
+- [Environment Variables](/docs/self-hosting/configuration/environment) - All configuration options
+- [Rate Limits](/docs/developers/api/rate-limits) - The global HTTP API rate limit (separate from claims)
+- [Enterprise Edition](/docs/policies/enterprise-edition) - Features unlocked by license flags
@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`

 ### Enterprise Edition license

-CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
+CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.

 </Step>
 <Step>
@@ -163,6 +163,19 @@ NEXT_PUBLIC_DISABLE_SIGNUP=false
 # NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=true
 # NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=true
 # NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=example.com,acme.org
+
+# Signin restrictions (optional)
+# Master switch — disables every signin method
+# NEXT_PUBLIC_DISABLE_SIGNIN=true
+# Per-method switches (optional). Each disables that signin path.
+# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN=true
+# NEXT_PUBLIC_DISABLE_OIDC_SIGNIN=true
+
+# When OIDC is the only enabled transport, /signin auto-redirects to the provider.
+# Set this to opt out and keep showing the signin page (optional).
+# NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT=true
 ```

 <Callout type="info">Generate secure secrets using: `openssl rand -base64 32`</Callout>
@@ -112,6 +112,12 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`      | Block new accounts via Microsoft OAuth                         | `false`                   |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`           | Block new accounts via OIDC (incl. organisation portal)        | `false`                   |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`       | Comma-separated list of allowed signup email domains           |                           |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`                | Master switch — disable all signin methods                     | `false`                   |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                             | `false`                   |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`         | Hide the Google signin button                                  | `false`                   |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`      | Hide the Microsoft signin button                               | `false`                   |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`           | Hide the OIDC signin button                                    | `false`                   |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT`    | Disable auto-redirect to OIDC when it is the only transport     | `false`                   |

 For the complete list, see [Environment Variables](/docs/self-hosting/configuration/environment).

@@ -159,6 +159,12 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS=noreply@yourdomain.com
 | `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`| Block new accounts via Microsoft OAuth                 | `false` |
 | `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`     | Block new accounts via OIDC (incl. organisation portal)| `false` |
 | `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of allowed signup email domains   |         |
+| `NEXT_PUBLIC_DISABLE_SIGNIN`          | Master switch — disable all signin methods             | `false` |
+| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNIN` | Disable email/password signin only                     | `false` |
+| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNIN`   | Hide the Google signin button                          | `false` |
+| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNIN`| Hide the Microsoft signin button                       | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_SIGNIN`     | Hide the OIDC signin button                            | `false` |
+| `NEXT_PUBLIC_DISABLE_OIDC_AUTO_REDIRECT` | Disable auto-redirect to OIDC when it is the only transport | `false` |
 | `NEXT_PRIVATE_SIGNING_PASSPHRASE`     | Passphrase for signing certificate                     | -       |
 | `DOCUMENSO_DISABLE_TELEMETRY`     | Disable anonymous telemetry        | `false` |

@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for

 Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.

-See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
+See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).

 ---

@@ -29,7 +29,7 @@
    "@types/node": "^25.1.0",
    "@types/react": "^19.2.10",
    "@types/react-dom": "^19.2.3",
-    "postcss": "^8.5.14",
+    "postcss": "^8.5.19",
    "tailwindcss": "^4.1.18",
    "typescript": "^5.9.3"
  }
@@ -83,7 +83,7 @@
  --accent: hsl(0 0% 27.8431%);
  --accent-foreground: hsl(95.0847 71.0843% 67.451%);
  --destructive: hsl(0 86.5979% 61.9608%);
-  --destructive-foreground: hsl(0 87.6289% 19.0196%);
+  --destructive-foreground: hsl(0 0% 98.0392%);
  --border: hsl(0 0% 27.8431%);
  --input: hsl(0 0% 27.8431%);
  --ring: hsl(95.0847 71.0843% 67.451%);
@@ -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>
+  );
+};
@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -23,7 +24,7 @@ import { useParams } from 'react-router';
 import { z } from 'zod';

 const ZCreateFolderFormSchema = z.object({
-  name: z.string().min(1, { message: 'Folder name is required' }),
+  name: ZNameSchema,
 });

 type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -65,7 +66,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
      toast({
        description: t`Folder created successfully`,
      });
-    } catch (err) {
+    } catch (_err) {
      toast({
        title: t`Failed to create folder`,
        description: t`An unknown error occurred while creating the folder.`,
@@ -122,7 +122,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
                    <FormLabel>
                      <Trans>
                        Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>
                    <FormControl>
@@ -1,5 +1,6 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,8 +24,6 @@ import { useEffect } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

-import { useOptionalCurrentTeam } from '~/providers/team';
-
 export type FolderUpdateDialogProps = {
  folder: TFolderWithSubfolders | null;
  isOpen: boolean;
@@ -32,7 +31,7 @@ export type FolderUpdateDialogProps = {
 } & Omit<DialogPrimitive.DialogProps, 'children'>;

 export const ZUpdateFolderFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
  visibility: z.nativeEnum(DocumentVisibility).optional(),
 });

@@ -40,7 +39,6 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;

 export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
  const { t } = useLingui();
-  const team = useOptionalCurrentTeam();

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

@@ -115,7 +115,7 @@ export const OrganisationEmailDomainDeleteDialog = ({
                    <FormLabel>
                      <Trans>
                        Confirm by typing{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>
                    <FormControl>
@@ -370,7 +370,7 @@ export const OrganisationMemberInviteDialog = ({ trigger, ...props }: Organisati
                          <button
                            type="button"
                            className={cn(
-                              'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                              'inline-flex h-10 w-10 items-center justify-start text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
                              index === 0 ? 'mt-8' : 'mt-0',
                            )}
                            disabled={organisationMemberInvites.length === 1}
@@ -1,5 +1,6 @@
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,14 +26,13 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 import { z } from 'zod';
-
 export type PasskeyCreateDialogProps = {
  trigger?: React.ReactNode;
  onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;

 const ZCreatePasskeyFormSchema = z.object({
-  passkeyName: z.string().min(3),
+  passkeyName: ZNameSchema,
 });

 type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;
@@ -1,4 +1,5 @@
 import { trpc } from '@documenso/trpc/react';
+import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
  Dialog,
@@ -19,16 +20,16 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
-import { z } from 'zod';
+import type { z } from 'zod';

 export type TeamEmailUpdateDialogProps = {
  teamEmail: TeamEmail;
  trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;

-const ZUpdateTeamEmailFormSchema = z.object({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
-});
+const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
+  data: true,
+}).shape.data;

 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;

@@ -44,6 +45,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
    defaultValues: {
      name: teamEmail.name,
    },
+    mode: 'onSubmit',
  });

  const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();
@@ -0,0 +1,250 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
+import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import type { z } from 'zod';
+
+import { useCurrentTeam } from '~/providers/team';
+
+const NEVER_EXPIRE = 'NEVER' as const;
+
+export const EXPIRATION_DATES = {
+  ONE_WEEK: msg`7 days`,
+  ONE_MONTH: msg`1 month`,
+  THREE_MONTHS: msg`3 months`,
+  SIX_MONTHS: msg`6 months`,
+  ONE_YEAR: msg`12 months`,
+  [NEVER_EXPIRE]: msg`Never`,
+} as const;
+
+const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
+  tokenName: true,
+  expirationDate: true,
+});
+
+type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
+
+export type TokenCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TokenCreateDialog = ({ trigger, ...props }: TokenCreateDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useCurrentTeam();
+
+  const [open, setOpen] = useState(false);
+  const [createdToken, setCreatedToken] = useState<string | null>(null);
+
+  const form = useForm<TCreateTokenFormSchema>({
+    resolver: zodResolver(ZCreateTokenFormSchema),
+    defaultValues: {
+      tokenName: '',
+      expirationDate: 'THREE_MONTHS',
+    },
+  });
+
+  const { mutateAsync: createToken } = trpc.apiToken.create.useMutation();
+
+  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
+    try {
+      const { token } = await createToken({
+        teamId: team.id,
+        tokenName,
+        expirationDate: expirationDate === NEVER_EXPIRE ? null : expirationDate,
+      });
+
+      setCreatedToken(token);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
+        .otherwise(() => msg`Something went wrong. Please try again later.`);
+
+      toast({
+        title: _(msg`An error occurred`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (open) {
+      form.reset();
+      setCreatedToken(null);
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)} {...props}>
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button className="flex-shrink-0">
+            <Trans>Create token</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent
+        className="max-w-lg"
+        position="center"
+        onInteractOutside={(event) => {
+          // Prevent losing the created token by accidentally clicking outside the dialog.
+          if (createdToken) {
+            event.preventDefault();
+          }
+        }}
+      >
+        {createdToken ? (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Token created</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Copy your token now. For security reasons you will not be able to see it again.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <div className="relative">
+              <Input
+                className="pr-12 font-mono text-sm"
+                aria-label={_(msg`Your new API token`)}
+                name="createdToken"
+                readOnly
+                value={createdToken}
+              />
+              <div className="absolute top-0 right-2 bottom-0 flex items-center justify-center">
+                <CopyTextButton
+                  value={createdToken}
+                  onCopySuccess={() => toast({ title: _(msg`Token copied to clipboard`) })}
+                />
+              </div>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" onClick={() => setOpen(false)}>
+                <Trans>Done</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        ) : (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Create API token</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Use API tokens to authenticate with the Documenso API.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onSubmit)}>
+                <fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
+                  <FormField
+                    control={form.control}
+                    name="tokenName"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel required>
+                          <Trans>Name</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Input className="bg-background" {...field} />
+                        </FormControl>
+
+                        <FormDescription>
+                          <Trans>A name to help you identify this token later.</Trans>
+                        </FormDescription>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name="expirationDate"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel>
+                          <Trans>Expires in</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Select value={field.value ?? NEVER_EXPIRE} onValueChange={field.onChange}>
+                            <SelectTrigger className="bg-background">
+                              <SelectValue />
+                            </SelectTrigger>
+
+                            <SelectContent>
+                              {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
+                                <SelectItem key={key} value={key}>
+                                  {_(date)}
+                                </SelectItem>
+                              ))}
+                            </SelectContent>
+                          </Select>
+                        </FormControl>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <DialogFooter>
+                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                      <Trans>Cancel</Trans>
+                    </Button>
+
+                    <Button type="submit" loading={form.formState.isSubmitting}>
+                      <Trans>Create token</Trans>
+                    </Button>
+                  </DialogFooter>
+                </fieldset>
+              </form>
+            </Form>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -105,7 +105,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
      <DialogContent>
        <DialogHeader>
          <DialogTitle>
-            <Trans>Are you sure you want to delete this token?</Trans>
+            <Trans>Delete token</Trans>
          </DialogTitle>

          <DialogDescription>
@@ -126,7 +126,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
                    <FormLabel>
                      <Trans>
                        Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>

@@ -139,21 +139,18 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
              />

              <DialogFooter>
-                <div className="flex w-full flex-nowrap gap-4">
-                  <Button type="button" variant="secondary" className="flex-1" onClick={() => setIsOpen(false)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
+                <Button type="button" variant="secondary" onClick={() => setIsOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>

-                  <Button
-                    type="submit"
-                    variant="destructive"
-                    className="flex-1"
-                    disabled={!form.formState.isValid}
-                    loading={form.formState.isSubmitting}
-                  >
-                    <Trans>I'm sure! Delete it</Trans>
-                  </Button>
-                </div>
+                <Button
+                  type="submit"
+                  variant="destructive"
+                  disabled={!form.formState.isValid}
+                  loading={form.formState.isSubmitting}
+                >
+                  <Trans>Delete</Trans>
+                </Button>
              </DialogFooter>
            </fieldset>
          </form>
@@ -117,7 +117,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
                    <FormLabel>
                      <Trans>
                        Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                      </Trans>
                    </FormLabel>
                    <FormControl>
@@ -503,7 +503,7 @@ export const ConfigureFieldsView = ({
            {selectedField && (
              <div
                className={cn(
-                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted-background',
+                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted',
                  selectedRecipientStyles.base,
                  {
                    '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
@@ -1,7 +1,13 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import {
+  BRANDING_LOGO_ALLOWED_TYPES,
+  BRANDING_LOGO_MAX_SIZE_BYTES,
+  BRANDING_LOGO_MAX_SIZE_MB,
+} from '@documenso/lib/constants/branding';
 import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
 import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
+import { normalizeBrandingColors } from '@documenso/lib/utils/normalize-branding-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Button } from '@documenso/ui/primitives/button';
@@ -18,18 +24,21 @@ import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

+import { BrandingPreferencesResetDialog } from '~/components/dialogs/branding-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';

-const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
-const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
+import { FormStickySaveBar } from './form-sticky-save-bar';

 const ZBrandingPreferencesFormSchema = z.object({
  brandingEnabled: z.boolean().nullable(),
  brandingLogo: z
    .instanceof(File)
-    .refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
-    .refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
+    .refine(
+      (file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
+      `File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
+    )
+    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
    .nullish(),
  brandingUrl: z.string().url().optional().or(z.literal('')),
  brandingCompanyDetails: z.string().max(500).optional(),
@@ -67,42 +76,123 @@ export function BrandingPreferencesForm({

  const [previewUrl, setPreviewUrl] = useState<string>('');
  const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
+  const [colorPickerKey, setColorPickerKey] = useState(0);

  const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
  const initialColors = parsedColors.success ? parsedColors.data : {};

+  // The saved state the form maps to. Used both as the reactive `values` source and as
+  // the explicit target for a Reset (see handleReset).
+  const savedValues: TBrandingPreferencesFormSchema = {
+    brandingEnabled: settings.brandingEnabled ?? null,
+    brandingUrl: settings.brandingUrl ?? '',
+    brandingLogo: undefined,
+    brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
+    brandingColors: initialColors,
+    brandingCss: settings.brandingCss ?? '',
+  };
+
  const form = useForm<TBrandingPreferencesFormSchema>({
-    values: {
-      brandingEnabled: settings.brandingEnabled ?? null,
-      brandingUrl: settings.brandingUrl ?? '',
-      brandingLogo: undefined,
-      brandingCompanyDetails: settings.brandingCompanyDetails ?? '',
-      brandingColors: initialColors,
-      brandingCss: settings.brandingCss ?? '',
-    },
+    values: savedValues,
    resolver: zodResolver(ZBrandingPreferencesFormSchema),
  });

  const isBrandingEnabled = form.watch('brandingEnabled');

+  const hasResetBrandingColors =
+    settings.brandingColors === null ||
+    settings.brandingColors === undefined ||
+    (parsedColors.success && normalizeBrandingColors(parsedColors.data) === null);
+
+  // Only show the reset action when the saved settings actually differ from the
+  // defaults, so it never renders as a pointless disabled button.
+  const isResetToDefaultsVisible =
+    settings.brandingEnabled !== (canInherit ? null : false) ||
+    !!settings.brandingLogo ||
+    !!settings.brandingUrl ||
+    !!settings.brandingCompanyDetails ||
+    !!settings.brandingCss ||
+    !hasResetBrandingColors;
+
+  const handleResetToDefaults = async () => {
+    const data: TBrandingPreferencesFormSchema = {
+      brandingEnabled: canInherit ? null : false,
+      brandingLogo: null,
+      brandingUrl: '',
+      brandingCompanyDetails: '',
+      brandingColors: {},
+      brandingCss: '',
+    };
+
+    await onFormSubmit(data);
+
+    if (previewUrl.startsWith('blob:')) {
+      URL.revokeObjectURL(previewUrl);
+    }
+
+    setPreviewUrl('');
+    setColorPickerKey((key) => key + 1);
+    form.reset(data);
+  };
+
+  const getSavedLogoPreviewUrl = () => {
+    if (!settings.brandingLogo) {
+      return '';
+    }
+
+    const file = JSON.parse(settings.brandingLogo);
+
+    if (!('type' in file) || !('data' in file)) {
+      return '';
+    }
+
+    const logoUrl =
+      context === 'Team'
+        ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+        : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
+
+    return `${logoUrl}?v=${Date.now()}`;
+  };
+
  useEffect(() => {
-    if (settings.brandingLogo) {
-      const file = JSON.parse(settings.brandingLogo);
+    const savedLogoPreviewUrl = getSavedLogoPreviewUrl();

-      if ('type' in file && 'data' in file) {
-        const logoUrl =
-          context === 'Team'
-            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
-            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
-
-        setPreviewUrl(logoUrl + '?v=' + Date.now());
-        setHasLoadedPreview(true);
-      }
+    if (savedLogoPreviewUrl) {
+      setPreviewUrl(savedLogoPreviewUrl);
    }

    setHasLoadedPreview(true);
  }, [settings.brandingLogo]);

+  // Reset the form to the saved values. The form is driven by the `values` prop (no
+  // `defaultValues`), so `reset()` with no argument doesn't re-baseline the dirty check;
+  // passing the saved values clears the per-field dirty tracking (dirtyFields).
+  const handleReset = () => {
+    setPreviewUrl(getSavedLogoPreviewUrl());
+    form.reset(savedValues);
+  };
+
+  // `formState.isDirty` is unreliable for a `values`-driven form: after a reset (or a
+  // save + refetch) it can stay true even though every field already matches its saved
+  // value and `dirtyFields` is empty. Derive the flag from `dirtyFields` instead so the
+  // sticky save bar reliably disappears.
+  const hasUnsavedChanges = Object.keys(form.formState.dirtyFields).length > 0;
+
+  // Re-baseline the form to the just-saved state after a successful submit. The `values`
+  // prop re-syncs most fields once the route refetches, but write-only fields (the logo
+  // is a File that isn't reflected back into `values`) would otherwise stay dirty and
+  // keep the save bar visible. Relies on the page handler rethrowing on error so we only
+  // re-baseline on success.
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      return;
+    }
+
+    form.reset(form.getValues());
+  });
+
  // Cleanup ObjectURL on unmount or when previewUrl changes
  useEffect(() => {
    return () => {
@@ -114,7 +204,7 @@ export function BrandingPreferencesForm({

  return (
    <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
        <fieldset className="flex h-full flex-col gap-y-4" disabled={form.formState.isSubmitting}>
          <FormField
            control={form.control}
@@ -167,7 +257,7 @@ export function BrandingPreferencesForm({
          />

          <div className="relative flex w-full flex-col gap-y-4">
-            {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
+            {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}

            <FormField
              control={form.control}
@@ -199,7 +289,7 @@ export function BrandingPreferencesForm({
                      <FormControl className="relative">
                        <Input
                          type="file"
-                          accept={ACCEPTED_FILE_TYPES.join(',')}
+                          accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
                          disabled={!isBrandingEnabled}
                          onChange={(e) => {
                            const file = e.target.files?.[0];
@@ -321,7 +411,7 @@ export function BrandingPreferencesForm({

          {hasAdvancedBranding && (
            <div className="relative flex w-full flex-col gap-y-6">
-              {!isBrandingEnabled && <div className="absolute inset-0 z-[9998] bg-background/60" />}
+              {!isBrandingEnabled && <div className="absolute inset-0 z-30 bg-background/60" />}

              <div>
                <FormLabel>
@@ -346,6 +436,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`background-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.background}
@@ -369,6 +460,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`foreground-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.foreground}
@@ -392,6 +484,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`primary-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.primary}
@@ -415,6 +508,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`primary-foreground-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
@@ -438,6 +532,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`border-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.border}
@@ -461,6 +556,7 @@ export function BrandingPreferencesForm({
                        </FormDescription>
                        <FormControl>
                          <ColorPicker
+                            key={`ring-${colorPickerKey}`}
                            nonce={nonce}
                            value={field.value ?? ''}
                            defaultValue={DEFAULT_BRAND_COLORS.ring}
@@ -538,11 +634,20 @@ export function BrandingPreferencesForm({
            </div>
          )}

-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={hasUnsavedChanges}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={handleReset}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <BrandingPreferencesResetDialog
+                  hasAdvancedBranding={hasAdvancedBranding}
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                />
+              ) : undefined
+            }
+          />
        </fieldset>
      </form>
    </Form>
@@ -11,17 +11,16 @@ import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } fr
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
 import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
-import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
+import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
+import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
 import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
 import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
  Form,
@@ -38,14 +37,15 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg, t } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
-import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
+import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

+import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';

 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
+import { FormStickySaveBar } from './form-sticky-save-bar';

 /**
 * Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -93,6 +93,26 @@ export type DocumentPreferencesFormProps = {
  onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };

+const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
+  const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
+
+  return {
+    documentVisibility: settings.documentVisibility,
+    documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
+    documentTimezone: settings.documentTimezone,
+    documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
+    includeSenderDetails: settings.includeSenderDetails,
+    includeSigningCertificate: settings.includeSigningCertificate,
+    includeAuditLog: settings.includeAuditLog,
+    signatureTypes: extractTeamSignatureSettings({ ...settings }),
+    defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
+    delegateDocumentOwnership: settings.delegateDocumentOwnership,
+    aiFeaturesEnabled: settings.aiFeaturesEnabled,
+    envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
+    reminderSettings: settings.reminderSettings ?? null,
+  };
+};
+
 export const DocumentPreferencesForm = ({
  settings,
  onFormSubmit,
@@ -113,7 +133,7 @@ export const DocumentPreferencesForm = ({
    documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
    documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
    documentTimezone: z.string().nullable(),
-    documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
+    documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
    includeSenderDetails: z.boolean().nullable(),
    includeSigningCertificate: z.boolean().nullable(),
    includeAuditLog: z.boolean().nullable(),
@@ -127,29 +147,48 @@ export const DocumentPreferencesForm = ({
    reminderSettings: ZEnvelopeReminderSettings.nullable(),
  });

+  const defaultValues = getDocumentPreferencesFormValues(settings);
+  const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
+  const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
+  const resetValues = {
+    ...baseResetValues,
+    aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
+  };
+
  const form = useForm<TDocumentPreferencesFormSchema>({
-    defaultValues: {
-      documentVisibility: settings.documentVisibility,
-      documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
-      documentTimezone: settings.documentTimezone,
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
-      includeSenderDetails: settings.includeSenderDetails,
-      includeSigningCertificate: settings.includeSigningCertificate,
-      includeAuditLog: settings.includeAuditLog,
-      signatureTypes: extractTeamSignatureSettings({ ...settings }),
-      defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
-      delegateDocumentOwnership: settings.delegateDocumentOwnership,
-      aiFeaturesEnabled: settings.aiFeaturesEnabled,
-      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
-      reminderSettings: settings.reminderSettings ?? null,
-    },
+    defaultValues,
    resolver: zodResolver(ZDocumentPreferencesFormSchema),
  });

+  // Parse both sides through the schema so we compare canonical representations
+  const parsedCurrentValues = ZDocumentPreferencesFormSchema.safeParse(defaultValues);
+  const parsedResetValues = ZDocumentPreferencesFormSchema.safeParse(resetValues);
+
+  const isResetToDefaultsVisible =
+    !parsedCurrentValues.success ||
+    !parsedResetValues.success ||
+    JSON.stringify(parsedCurrentValues.data) !== JSON.stringify(parsedResetValues.data);
+
+  const handleResetToDefaults = async () => {
+    await onFormSubmit(resetValues);
+    form.reset(resetValues);
+  };
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
  return (
    <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
          {!isPersonalLayoutMode && (
            <FormField
@@ -756,11 +795,22 @@ export const DocumentPreferencesForm = ({
            />
          )}

-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <DocumentPreferencesResetDialog
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                  showAiFeatures={isAiFeaturesConfigured}
+                  showDocumentVisibility={!isPersonalLayoutMode}
+                  showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
+                />
+              ) : undefined
+            }
+          />
        </fieldset>
      </form>
    </Form>
@@ -4,7 +4,6 @@ import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@
 import { zEmail } from '@documenso/lib/utils/zod';
 import { trpc } from '@documenso/trpc/react';
 import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
-import { Button } from '@documenso/ui/primitives/button';
 import {
  Form,
  FormControl,
@@ -22,6 +21,8 @@ import type { TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 const ZEmailPreferencesFormSchema = z.object({
  emailId: z.string().nullable(),
  emailReplyTo: zEmail().nullable(),
@@ -59,9 +60,21 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema

  const emails = emailData?.data || [];

+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
  return (
    <Form {...form}>
-      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+      <form onSubmit={handleFormSubmit}>
        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
          {organisation.organisationClaim.flags.emailDomains && (
            <FormField
@@ -203,11 +216,11 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
            )}
          />

-          <div className="flex flex-row justify-end space-x-4">
-            <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Update</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
        </fieldset>
      </form>
    </Form>
@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import {
  Form,
  FormControl,
@@ -15,8 +16,8 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';

 const ZEmailTransportFormSchema = z.object({
-  name: z.string().min(1),
-  fromName: z.string().min(1),
+  name: ZNameSchema,
+  fromName: ZNameSchema,
  fromAddress: z.string().email(),
  type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
  host: z.string().optional(),
@@ -0,0 +1,126 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { AnimatePresence, motion } from 'framer-motion';
+import { AlertTriangleIcon } from 'lucide-react';
+import { type ReactNode, useEffect, useRef, useState } from 'react';
+
+export type FormStickySaveBarProps = {
+  isDirty: boolean;
+  isSubmitting: boolean;
+  onReset: () => void;
+  /**
+   * Slot for a "reset to defaults" action, rendered before the Undo button. Hidden while
+   * the bar is floating so it never appears in the unsaved-changes island.
+   */
+  resetToDefaults?: ReactNode;
+};
+
+/**
+ * A single `position: sticky` bar rendered at the bottom of the form.
+ *
+ * - When the form's end is on screen it settles into place as a plain footer (just the
+ *   Reset / Save buttons).
+ * - When the form's end is scrolled off, it sticks to the bottom of the viewport and
+ *   shows the "unsaved changes" pill chrome.
+ *
+ * Because it's the same element in the form's flow, it auto-aligns to the form and the
+ * float <-> dock hand-off is a native, scroll-linked transition (no measurement, no
+ * shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
+ * the pill chrome.
+ */
+export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
+  const { t } = useLingui();
+
+  const sentinelRef = useRef<HTMLDivElement>(null);
+  const [isStuck, setIsStuck] = useState(false);
+
+  useEffect(() => {
+    const sentinel = sentinelRef.current;
+
+    if (!sentinel) {
+      return;
+    }
+
+    // The sentinel sits at the bar's resting position (the end of the form). While the
+    // bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
+    // view); once you reach the form's end it comes into view and the bar settles.
+    const observer = new IntersectionObserver(
+      ([entry]) => {
+        setIsStuck(!entry.isIntersecting);
+      },
+      {
+        root: null,
+        rootMargin: '0px 0px -24px 0px',
+        threshold: 0,
+      },
+    );
+
+    observer.observe(sentinel);
+
+    return () => {
+      observer.disconnect();
+    };
+  }, []);
+
+  // Show the floating pill chrome only when there are unsaved changes AND the form's
+  // end is off screen.
+  const isFloating = isDirty && isStuck;
+
+  return (
+    <>
+      <div
+        data-testid="form-sticky-save-bar"
+        className={cn(
+          'z-40 flex min-h-9 min-w-0 items-center gap-x-2 rounded-lg py-4 transition-[margin,padding,background-color,border-color,box-shadow] duration-200 md:gap-x-4',
+          isDirty ? 'sticky bottom-6' : '',
+          // On mobile the docked and floating states are geometrically identical (only
+          // paint changes): a horizontal bleed there overflows the narrow viewport and
+          // fights the IntersectionObserver (oscillation + partial hiding). From `sm` up
+          // there's room, so we restore the original chrome — the island bleeds 8px past
+          // the form when floating, and the buttons sit flush with the fields when docked.
+          isFloating
+            ? 'border border-border bg-background px-4 shadow-2xl sm:-mx-2'
+            : 'border border-transparent bg-transparent px-4 shadow-none sm:px-0',
+        )}
+      >
+        <AnimatePresence initial={false}>
+          {isFloating && (
+            <motion.div
+              key="notice"
+              role="region"
+              aria-label={t`Unsaved changes`}
+              initial={{ opacity: 0 }}
+              animate={{ opacity: 1 }}
+              exit={{ opacity: 0 }}
+              transition={{ duration: 0.15 }}
+              className="flex min-h-9 min-w-0 items-center gap-x-2 text-sm"
+            >
+              <AlertTriangleIcon className="h-5 w-5 flex-shrink-0 text-destructive" />
+              <span className="font-medium text-xs md:text-sm">
+                <Trans>You have unsaved changes</Trans>
+              </span>
+            </motion.div>
+          )}
+        </AnimatePresence>
+
+        <div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
+          {!isFloating && resetToDefaults}
+
+          {isDirty && (
+            <Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
+              <Trans>Undo</Trans>
+            </Button>
+          )}
+
+          <Button type="submit" className="shrink-0" size="sm" loading={isSubmitting} disabled={!isDirty}>
+            <Trans>Save changes</Trans>
+          </Button>
+        </div>
+      </div>
+
+      {/* Sentinel: detects when the sticky bar is floating (stuck) vs settled (docked). */}
+      <div ref={sentinelRef} aria-hidden className="pointer-events-none h-px w-full" />
+    </>
+  );
+};
@@ -4,7 +4,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateOrganisationRequestSchema } from '@documenso/trpc/server/organisation-router/update-organisation.types';
-import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -12,11 +11,12 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';

+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 const ZOrganisationUpdateFormSchema = ZUpdateOrganisationRequestSchema.shape.data.pick({
  name: true,
  url: true,
@@ -137,36 +137,11 @@ export const OrganisationUpdateForm = () => {
            )}
          />

-          <div className="flex flex-row justify-end space-x-4">
-            <AnimatePresence>
-              {form.formState.isDirty && (
-                <motion.div
-                  initial={{
-                    opacity: 0,
-                  }}
-                  animate={{
-                    opacity: 1,
-                  }}
-                  exit={{
-                    opacity: 0,
-                  }}
-                >
-                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
-                    <Trans>Reset</Trans>
-                  </Button>
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <Button
-              type="submit"
-              className="transition-opacity"
-              disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting}
-            >
-              <Trans>Update organisation</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
        </fieldset>
      </form>
    </Form>
@@ -1,5 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -58,6 +58,7 @@ export type TSignInFormSchema = z.infer<typeof ZSignInFormSchema>;
 export type SignInFormProps = {
  className?: string;
  initialEmail?: string;
+  isEmailPasswordSigninEnabled?: boolean;
  isGoogleSSOEnabled?: boolean;
  isMicrosoftSSOEnabled?: boolean;
  isOIDCSSOEnabled?: boolean;
@@ -68,6 +69,7 @@ export type SignInFormProps = {
 export const SignInForm = ({
  className,
  initialEmail,
+  isEmailPasswordSigninEnabled = true,
  isGoogleSSOEnabled,
  isMicrosoftSSOEnabled,
  isOIDCSSOEnabled,
@@ -324,66 +326,78 @@ export const SignInForm = ({
    <Form {...form}>
      <form className={cn('flex w-full flex-col gap-y-4', className)} onSubmit={form.handleSubmit(onFormSubmit)}>
        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting || isPasskeyLoading}>
-          <FormField
-            control={form.control}
-            name="email"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Email</Trans>
-                </FormLabel>
+          {isEmailPasswordSigninEnabled && (
+            <>
+              <FormField
+                control={form.control}
+                name="email"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Email</Trans>
+                    </FormLabel>

-                <FormControl>
-                  <Input type="email" {...field} />
-                </FormControl>
+                    <FormControl>
+                      <Input type="email" {...field} />
+                    </FormControl>

-                <FormMessage />
-              </FormItem>
-            )}
-          />
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />

-          <FormField
-            control={form.control}
-            name="password"
-            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Password</Trans>
-                </FormLabel>
+              <FormField
+                control={form.control}
+                name="password"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Password</Trans>
+                    </FormLabel>

-                <FormControl>
-                  <PasswordInput {...field} />
-                </FormControl>
+                    <FormControl>
+                      <PasswordInput {...field} />
+                    </FormControl>

-                <FormMessage />
+                    <FormMessage />

-                <p className="mt-2 text-right">
-                  <Link to="/forgot-password" className="text-muted-foreground text-sm duration-200 hover:opacity-70">
-                    <Trans>Forgot your password?</Trans>
-                  </Link>
-                </p>
-              </FormItem>
-            )}
-          />
+                    <p className="mt-2 text-right">
+                      <Link
+                        to="/forgot-password"
+                        className="text-muted-foreground text-sm duration-200 hover:opacity-70"
+                      >
+                        <Trans>Forgot your password?</Trans>
+                      </Link>
+                    </p>
+                  </FormItem>
+                )}
+              />

-          {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
-            <Turnstile
-              ref={turnstileRef}
-              siteKey={turnstileSiteKey}
-              options={{
-                size: 'flexible',
-                appearance: 'always',
-              }}
-            />
+              {turnstileSiteKey && !isTwoFactorAuthenticationDialogOpen && (
+                <Turnstile
+                  ref={turnstileRef}
+                  siteKey={turnstileSiteKey}
+                  options={{
+                    size: 'flexible',
+                    appearance: 'always',
+                  }}
+                />
+              )}
+
+              <Button
+                type="submit"
+                size="lg"
+                loading={isSubmitting}
+                className="dark:bg-documenso dark:hover:opacity-90"
+              >
+                {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
+              </Button>
+            </>
          )}

-          <Button type="submit" size="lg" loading={isSubmitting} className="dark:bg-documenso dark:hover:opacity-90">
-            {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
-          </Button>
-
          {!isEmbeddedRedirect && (
            <>
-              {hasSocialAuthEnabled && (
+              {isEmailPasswordSigninEnabled && hasSocialAuthEnabled && (
                <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                  <div className="h-px flex-1 bg-border" />
                  <span className="bg-transparent text-muted-foreground">
@@ -1,8 +1,8 @@
 import communityCardsImage from '@documenso/assets/images/community-cards.png';
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -96,7 +96,7 @@ export const SignUpForm = ({
      password: '',
      signature: '',
    },
-    mode: 'onBlur',
+    mode: 'onChange',
    resolver: zodResolver(ZSignUpFormSchema),
  });

@@ -2,7 +2,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateTeamRequestSchema } from '@documenso/trpc/server/team-router/update-team.types';
-import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -10,11 +9,12 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import type { z } from 'zod';

+import { FormStickySaveBar } from './form-sticky-save-bar';
+
 export type UpdateTeamDialogProps = {
  teamId: number;
  teamName: string;
@@ -135,36 +135,11 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
            )}
          />

-          <div className="flex flex-row justify-end space-x-4">
-            <AnimatePresence>
-              {form.formState.isDirty && (
-                <motion.div
-                  initial={{
-                    opacity: 0,
-                  }}
-                  animate={{
-                    opacity: 1,
-                  }}
-                  exit={{
-                    opacity: 0,
-                  }}
-                >
-                  <Button type="button" variant="secondary" onClick={() => form.reset()}>
-                    <Trans>Reset</Trans>
-                  </Button>
-                </motion.div>
-              )}
-            </AnimatePresence>
-
-            <Button
-              type="submit"
-              className="transition-opacity"
-              disabled={!form.formState.isDirty}
-              loading={form.formState.isSubmitting}
-            >
-              <Trans>Update team</Trans>
-            </Button>
-          </div>
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
        </fieldset>
      </form>
    </Form>
@@ -1,254 +0,0 @@
-import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
-import { Switch } from '@documenso/ui/primitives/switch';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { ApiToken } from '@prisma/client';
-import { AnimatePresence, motion } from 'framer-motion';
-import { useState } from 'react';
-import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
-import type { z } from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export const EXPIRATION_DATES = {
-  ONE_WEEK: msg`7 days`,
-  ONE_MONTH: msg`1 month`,
-  THREE_MONTHS: msg`3 months`,
-  SIX_MONTHS: msg`6 months`,
-  ONE_YEAR: msg`12 months`,
-} as const;
-
-const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
-  tokenName: true,
-  expirationDate: true,
-});
-
-type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
-
-type NewlyCreatedToken = {
-  id: number;
-  token: string;
-};
-
-export type ApiTokenFormProps = {
-  className?: string;
-  tokens?: Pick<ApiToken, 'id'>[];
-};
-
-export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
-  const [, copy] = useCopyToClipboard();
-
-  const team = useCurrentTeam();
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
-  const [noExpirationDate, setNoExpirationDate] = useState(false);
-
-  const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
-    onSuccess(data) {
-      setNewlyCreatedToken(data);
-    },
-  });
-
-  const form = useForm<TCreateTokenFormSchema>({
-    resolver: zodResolver(ZCreateTokenFormSchema),
-    defaultValues: {
-      tokenName: '',
-      expirationDate: '',
-    },
-  });
-
-  const copyToken = async (token: string) => {
-    try {
-      const copied = await copy(token);
-
-      if (!copied) {
-        throw new Error('Unable to copy the token');
-      }
-
-      toast({
-        title: _(msg`Token copied to clipboard`),
-        description: _(msg`The token was copied to your clipboard.`),
-      });
-    } catch (error) {
-      toast({
-        title: _(msg`Unable to copy token`),
-        description: _(msg`We were unable to copy the token to your clipboard. Please try again.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
-    try {
-      await createTokenMutation({
-        teamId: team.id,
-        tokenName,
-        expirationDate: noExpirationDate ? null : expirationDate,
-      });
-
-      toast({
-        title: _(msg`Token created`),
-        description: _(msg`A new token was created successfully.`),
-        duration: 5000,
-      });
-
-      form.reset();
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      const errorMessage = match(error.code)
-        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
-        .otherwise(() => msg`Something went wrong. Please try again later.`);
-
-      toast({
-        title: _(msg`An error occurred`),
-        description: _(errorMessage),
-        variant: 'destructive',
-        duration: 5000,
-      });
-    }
-  };
-
-  return (
-    <div className={cn(className)}>
-      <Form {...form}>
-        <form onSubmit={form.handleSubmit(onSubmit)}>
-          <fieldset className="mt-6 flex w-full flex-col gap-4" disabled={form.formState.isSubmitting}>
-            <FormField
-              control={form.control}
-              name="tokenName"
-              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel className="text-muted-foreground">
-                    <Trans>Token name</Trans>
-                  </FormLabel>
-
-                  <div className="flex items-center gap-x-4">
-                    <FormControl className="flex-1">
-                      <Input type="text" {...field} />
-                    </FormControl>
-                  </div>
-
-                  <FormDescription className="text-xs italic">
-                    <Trans>Please enter a meaningful name for your token. This will help you identify it later.</Trans>
-                  </FormDescription>
-
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
-
-            <div className="flex flex-col gap-4 md:flex-row">
-              <FormField
-                control={form.control}
-                name="expirationDate"
-                render={({ field }) => (
-                  <FormItem className="flex-1">
-                    <FormLabel className="text-muted-foreground">
-                      <Trans>Token expiration date</Trans>
-                    </FormLabel>
-
-                    <div className="flex items-center gap-x-4">
-                      <FormControl className="flex-1">
-                        <Select onValueChange={field.onChange} disabled={noExpirationDate}>
-                          <SelectTrigger className="w-full">
-                            <SelectValue placeholder={_(msg`Choose...`)} />
-                          </SelectTrigger>
-                          <SelectContent>
-                            {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
-                              <SelectItem key={key} value={key}>
-                                {_(date)}
-                              </SelectItem>
-                            ))}
-                          </SelectContent>
-                        </Select>
-                      </FormControl>
-                    </div>
-
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <div>
-                <FormLabel className="mt-2 text-muted-foreground">
-                  <Trans>Never expire</Trans>
-                </FormLabel>
-                <div className="block md:py-1.5">
-                  <Switch
-                    className="mt-2 bg-background"
-                    checked={noExpirationDate}
-                    onCheckedChange={setNoExpirationDate}
-                  />
-                </div>
-              </div>
-            </div>
-
-            <Button type="submit" className="hidden md:inline-flex" loading={form.formState.isSubmitting}>
-              <Trans>Create token</Trans>
-            </Button>
-
-            <div className="md:hidden">
-              <Button type="submit" loading={form.formState.isSubmitting}>
-                <Trans>Create token</Trans>
-              </Button>
-            </div>
-          </fieldset>
-        </form>
-      </Form>
-
-      <AnimatePresence>
-        {newlyCreatedToken && tokens && tokens.find((token) => token.id === newlyCreatedToken.id) && (
-          <motion.div
-            className="mt-8"
-            initial={{ opacity: 0, y: -40 }}
-            animate={{ opacity: 1, y: 0 }}
-            exit={{ opacity: 0, y: 40 }}
-          >
-            <Card gradient>
-              <CardContent className="p-4">
-                <p className="mt-2 text-muted-foreground text-sm">
-                  <Trans>
-                    Your token was created successfully! Make sure to copy it because you won't be able to see it again!
-                  </Trans>
-                </p>
-
-                <p className="my-4 rounded-md bg-muted-foreground/10 px-2.5 py-1 font-mono text-sm">
-                  {newlyCreatedToken.token}
-                </p>
-
-                <Button variant="outline" onClick={() => void copyToken(newlyCreatedToken.token)}>
-                  <Trans>Copy token</Trans>
-                </Button>
-              </CardContent>
-            </Card>
-          </motion.div>
-        )}
-      </AnimatePresence>
-    </div>
-  );
-};
@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
+import type { ReactNode } from 'react';

 import { DetailsCard, DetailsValue } from '~/components/general/admin-details';

@@ -25,38 +26,72 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
 type AdminGlobalSettingsSectionProps = {
  settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
  isTeam?: boolean;
+  /** When viewing a team, the parent organisation settings the team inherits from. */
+  inheritedSettings?: OrganisationGlobalSettings | null;
 };

-export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
+export const AdminGlobalSettingsSection = ({
+  settings,
+  isTeam = false,
+  inheritedSettings,
+}: AdminGlobalSettingsSectionProps) => {
  const { _ } = useLingui();
-  const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;

  if (!settings) {
    return null;
  }

-  const textValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const notSet = <Trans>Not set</Trans>;
+
+  const inheritedValue = (value: ReactNode) => {
+    if (!isTeam || value === null) {
+      return notSet;
    }

-    return value;
+    return (
+      <span className="flex items-center gap-1.5">
+        <span className="text-muted-foreground">
+          <Trans>Inherited</Trans>:
+        </span>
+        <span>{value}</span>
+      </span>
+    );
  };

-  const brandingTextValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined || value.trim() === '') {
-      return notSetLabel;
+  const textValue = (value: string | null | undefined, inherited?: string | null) => {
+    if (value && value.trim() !== '') {
+      return value;
    }

-    return value;
+    if (inherited && inherited.trim() !== '') {
+      return inheritedValue(inherited);
+    }
+
+    return notSet;
  };

-  const booleanValue = (value: boolean | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
+
+  const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
+    if (value !== null && value !== undefined) {
+      return booleanLabel(value);
    }

-    return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
+    return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
+  };
+
+  const visibilityLabel = (value: string | null | undefined) => {
+    return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
+  };
+
+  const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
+    const label = visibilityLabel(value);
+
+    if (label !== null) {
+      return label;
+    }
+
+    return inheritedValue(visibilityLabel(inherited));
  };

  const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -65,70 +100,82 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
    <div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
      <DetailsCard label={<Trans>Document visibility</Trans>}>
        <DetailsValue>
-          {settings.documentVisibility != null
-            ? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
-            : notSetLabel}
+          {visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Document language</Trans>}>
-        <DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Document timezone</Trans>}>
-        <DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Date format</Trans>}>
-        <DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Include sender details</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
+        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Include signing certificate</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
+        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Include audit log</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Delegate document ownership</Trans>}>
-        <DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
+        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Typed signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
+        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Upload signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
+        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Draw signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
+        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding</Trans>}>
-        <DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding logo</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding URL</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Branding company details</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
+        <DetailsValue>
+          {textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
+        </DetailsValue>
      </DetailsCard>

      <DetailsCard label={<Trans>Email reply-to</Trans>}>
-        <DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
      </DetailsCard>

      {isTeam && parsedEmailSettings.success && (
@@ -145,7 +192,7 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
      )}

      <DetailsCard label={<Trans>AI features</Trans>}>
-        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
      </DetailsCard>
    </div>
  );
@@ -1,3 +1,4 @@
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import type { TCachedLicense } from '@documenso/lib/types/license';
 import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
 import { trpc } from '@documenso/trpc/react';
@@ -9,6 +10,7 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import {
  ArrowRightIcon,
  CheckCircle2Icon,
+  CopyIcon,
  EyeIcon,
  EyeOffIcon,
  KeyRoundIcon,
@@ -29,6 +31,8 @@ type AdminLicenseCardProps = {

 export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
  const { t, i18n } = useLingui();
+  const { toast } = useToast();
+  const [, copy] = useCopyToClipboard();
  const [isLicenseKeyVisible, setIsLicenseKeyVisible] = useState(false);

  const { license } = licenseData || {};
@@ -87,7 +91,7 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
          <KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
        </div>

-        <h3 className="mb-2 flex items-end font-medium text-primary-forground text-sm leading-tight">
+        <h3 className="mb-2 flex items-end font-medium text-foreground text-sm leading-tight">
          <Trans>Documenso License</Trans>
        </h3>

@@ -147,6 +151,24 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
            >
              {isLicenseKeyVisible ? <EyeOffIcon className="h-3.5 w-3.5" /> : <EyeIcon className="h-3.5 w-3.5" />}
            </Button>
+
+            <Button
+              type="button"
+              variant="ghost"
+              size="sm"
+              className="h-6 w-6 p-0 text-muted-foreground"
+              aria-label={t`Copy license key`}
+              onClick={async () =>
+                copy(license.licenseKey).then(() => {
+                  toast({
+                    title: t`Copied to clipboard`,
+                    description: t`The license key has been copied to your clipboard`,
+                  });
+                })
+              }
+            >
+              <CopyIcon className="h-3.5 w-3.5" />
+            </Button>
          </div>
        </div>

@@ -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;
+};
@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -19,7 +20,6 @@ import { useRef } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
-
 import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';

 export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {

 export const ZClaimAccountFormSchema = z
  .object({
-    name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
+    name: ZNameSchema,
    email: zEmail().min(1),
    password: ZPasswordSchema,
  })
@@ -1,11 +1,4 @@
-import {
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
+import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { ReactNode } from 'react';
@@ -13,6 +6,13 @@ import type { Control, FieldValues, Path } from 'react-hook-form';

 import { RateLimitArrayInput } from './rate-limit-array-input';

+/**
+ * The rate-limit editor renders its own per-row inline errors, but a submit
+ * attempt can still surface array-level Zod issues (e.g. a committed duplicate
+ * window). Rendering the field's message here guarantees the form never fails
+ * silently when those errors are not tied to a row the editor is showing.
+ */
+
 type ClaimLimitFieldsProps<T extends FieldValues> = {
  control: Control<T>;
  /** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,6 +20,12 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
  disabled?: boolean;
 };

+type LimitGroup = {
+  title: ReactNode;
+  quotaKey: string;
+  rateLimitKey: string;
+};
+
 export const ClaimLimitFields = <T extends FieldValues>({
  control,
  prefix = '',
@@ -30,13 +36,33 @@ export const ClaimLimitFields = <T extends FieldValues>({
  // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
  const name = (key: string) => `${prefix}${key}` as Path<T>;

-  const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
+  const limitGroups: LimitGroup[] = [
+    {
+      title: <Trans>Documents</Trans>,
+      quotaKey: 'documentQuota',
+      rateLimitKey: 'documentRateLimits',
+    },
+    {
+      title: <Trans>Emails</Trans>,
+      quotaKey: 'emailQuota',
+      rateLimitKey: 'emailRateLimits',
+    },
+    {
+      title: <Trans>API</Trans>,
+      quotaKey: 'apiQuota',
+      rateLimitKey: 'apiRateLimits',
+    },
+  ];
+
+  const renderQuotaField = (group: LimitGroup) => (
    <FormField
      control={control}
-      name={name(key)}
+      name={name(group.quotaKey)}
      render={({ field }) => (
        <FormItem>
-          <FormLabel>{label}</FormLabel>
+          <FormLabel className="text-muted-foreground text-xs">
+            <Trans>Monthly quota</Trans>
+          </FormLabel>
          <FormControl>
            <Input
              type="number"
@@ -47,20 +73,18 @@ export const ClaimLimitFields = <T extends FieldValues>({
              onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
            />
          </FormControl>
-          <FormDescription>{description}</FormDescription>
          <FormMessage />
        </FormItem>
      )}
    />
  );

-  const renderRateLimitField = (key: string, label: ReactNode) => (
+  const renderRateLimitField = (group: LimitGroup) => (
    <FormField
      control={control}
-      name={name(key)}
+      name={name(group.rateLimitKey)}
      render={({ field }) => (
        <FormItem>
-          <FormLabel>{label}</FormLabel>
          <FormControl>
            <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
          </FormControl>
@@ -71,27 +95,30 @@ export const ClaimLimitFields = <T extends FieldValues>({
  );

  return (
-    <div className="space-y-4 rounded-md border p-4">
-      <FormLabel>
-        <Trans>Limits</Trans>
-      </FormLabel>
+    <div className="space-y-3">
+      <div>
+        <h3 className="font-semibold text-base">
+          <Trans>Limits</Trans>
+        </h3>
+        <p className="mt-1 text-muted-foreground text-sm">
+          <Trans>
+            Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
+          </Trans>
+        </p>
+      </div>

-      {renderQuotaField(
-        'documentQuota',
-        <Trans>Monthly document quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
+      <div className="overflow-hidden rounded-lg border">
+        <div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
+          {limitGroups.map((group) => (
+            <div key={group.quotaKey} className="space-y-4 p-4">
+              <h4 className="font-semibold text-sm">{group.title}</h4>

-      {renderQuotaField(
-        'emailQuota',
-        <Trans>Monthly email quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
-
-      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
-      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
+              {renderQuotaField(group)}
+              {renderRateLimitField(group)}
+            </div>
+          ))}
+        </div>
+      </div>
    </div>
  );
 };
@@ -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>
+  );
+};
@@ -1,3 +1,4 @@
+import { toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
@@ -53,7 +54,7 @@ export const DocumentSigningAttachmentsPopover = ({
            {attachments?.data.map((attachment) => (
              <a
                key={attachment.id}
-                href={attachment.data}
+                href={toSafeHref(attachment.data)}
                title={attachment.data}
                target="_blank"
                rel="noopener noreferrer"
@@ -1,5 +1,6 @@
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -24,7 +25,7 @@ export type DocumentAttachmentsPopoverProps = {

 const ZAttachmentFormSchema = z.object({
  label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL'),
+  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
 });

 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -156,7 +157,7 @@ export const DocumentAttachmentsPopover = ({
                  <div className="min-w-0 flex-1">
                    <p className="truncate font-medium text-sm">{attachment.label}</p>
                    <a
-                      href={attachment.data}
+                      href={toSafeHref(attachment.data)}
                      target="_blank"
                      rel="noopener noreferrer"
                      className="truncate text-muted-foreground text-xs underline hover:text-foreground"
@@ -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`,
@@ -1,5 +1,6 @@
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { nanoid } from '@documenso/lib/universal/id';
+import { isHttpUrl, toSafeHref } from '@documenso/lib/utils/is-http-url';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Form, FormControl, FormField, FormItem, FormMessage } from '@documenso/ui/primitives/form/form';
@@ -22,7 +23,7 @@ export type EmbeddedEditorAttachmentPopoverProps = {

 const ZAttachmentFormSchema = z.object({
  label: z.string().min(1, 'Label is required'),
-  url: z.string().url('Must be a valid URL'),
+  url: z.string().url('Must be a valid URL').refine(isHttpUrl, 'URL must use the http or https protocol'),
 });

 type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
@@ -117,7 +118,7 @@ export const EmbeddedEditorAttachmentPopover = ({
                  <div className="min-w-0 flex-1">
                    <p className="truncate font-medium text-sm">{attachment.label}</p>
                    <a
-                      href={attachment.data}
+                      href={toSafeHref(attachment.data)}
                      target="_blank"
                      rel="noopener noreferrer"
                      className="truncate text-muted-foreground text-xs underline hover:text-foreground"
@@ -270,7 +270,7 @@ export const EnvelopeEditorFieldDragDrop = ({
      {selectedField && (
        <div
          className={cn(
-            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted-background',
+            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted',
            selectedRecipientStyles.base,
            selectedField === FieldType.SIGNATURE && 'font-signature',
            {
@@ -49,6 +49,13 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
  const [isFieldChanging, setIsFieldChanging] = useState(false);
  const [pendingFieldCreation, setPendingFieldCreation] = useState<Konva.Rect | null>(null);

+  /**
+   * Whether the field was automatically selected on creation (drag-drop or marquee).
+   *
+   * We purposefully supress the floating toolbar for newly created fields.
+   */
+  const [isAutoSelectedField, setIsAutoSelectedField] = useState(false);
+
  const { stage, pageLayer, konvaContainer, scaledViewport, unscaledViewport } = usePageRenderer(
    ({ stage, pageLayer }) => createPageCanvas(stage, pageLayer),
    pageData,
@@ -237,10 +244,26 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
    fieldGroup.off('transformend');
    fieldGroup.off('dragend');

-    // Set up field selection.
-    fieldGroup.on('click', () => {
+    // Set up field selection. Shift + click toggles this field in/out of the current
+    // multi-selection, so fields can be added to a group by clicking them --
+    // complementing marquee drag-selection. A plain click (no modifier) selects just
+    // this field.
+    fieldGroup.on('click', (event) => {
      removePendingField();
-      setSelectedFields([fieldGroup]);
+
+      const isMultiSelectModifier = event.evt.shiftKey;
+
+      if (isMultiSelectModifier) {
+        const currentNodes = interactiveTransformer.current?.nodes() ?? [];
+        const isAlreadySelected = currentNodes.includes(fieldGroup);
+
+        setSelectedFields(
+          isAlreadySelected ? currentNodes.filter((node) => node !== fieldGroup) : [...currentNodes, fieldGroup],
+        );
+      } else {
+        setSelectedFields([fieldGroup]);
+      }
+
      pageLayer.current?.batchDraw();
    });

@@ -445,43 +468,18 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
      }
    });

-    // Clicks should select/deselect shapes
+    // Clicking empty stage area clears the selection. Field clicks -- including
+    // Shift+click multi-select -- are handled by each field group's own click
+    // handler in `unsafeRenderFieldOnLayer`.
    currentStage.on('click tap', (e) => {
-      // if we are selecting with rect, do nothing
+      // If we are selecting with the marquee rectangle, do nothing.
      if (selectionRectangle.visible() && selectionRectangle.width() > 0 && selectionRectangle.height() > 0) {
        return;
      }

-      // If empty area clicked, remove all selections
+      // If empty area clicked, remove all selections.
      if (e.target === stage.current) {
        setSelectedFields([]);
-        return;
-      }
-
-      // Do nothing if field not clicked, or if field is not editable
-      if (!e.target.hasName('field-group') || e.target.draggable() === false) {
-        return;
-      }
-
-      // do we pressed shift or ctrl?
-      const metaPressed = e.evt.shiftKey || e.evt.ctrlKey || e.evt.metaKey;
-      const isSelected = transformer.nodes().indexOf(e.target) >= 0;
-
-      if (!metaPressed && !isSelected) {
-        // if no key pressed and the node is not selected
-        // select just one
-        setSelectedFields([e.target]);
-      } else if (metaPressed && isSelected) {
-        // if we pressed keys and node was selected
-        // we need to remove it from selection:
-        const nodes = transformer.nodes().slice(); // use slice to have new copy of array
-        // remove node from array
-        nodes.splice(nodes.indexOf(e.target), 1);
-        setSelectedFields(nodes);
-      } else if (metaPressed && !isSelected) {
-        // add the node into selection
-        const nodes = transformer.nodes().concat([e.target]);
-        setSelectedFields(nodes);
      }
    });

@@ -521,13 +519,48 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
      setSelectedFields(liveSelectedFieldGroups);
    }

+    // Mirror the editor's single selected field onto the canvas (Konva) selection.
+    //
+    // `addField` already marks a newly created field as the selected field, so this
+    // makes a field placed via the palette (drag-drop) or marquee creation show its
+    // resize handles immediately -- no second click needed. It also clears the canvas
+    // selection when the selected field is cleared (e.g. when the author starts
+    // placing another field), so the floating action toolbar can't intercept the next
+    // placement click. Runs after the render loop above so the field's group exists.
+    const selectedFormId = editorFields.selectedField?.formId ?? null;
+    const isSingleCanvasSelection = selectedKonvaFieldGroups.length === 1;
+
+    if (selectedFormId && localPageFields.some((field) => field.formId === selectedFormId)) {
+      const isAlreadySelected = isSingleCanvasSelection && selectedKonvaFieldGroups[0].id() === selectedFormId;
+
+      if (!isAlreadySelected) {
+        const fieldGroupToSelect = pageLayer.current.findOne(`#${selectedFormId}`);
+
+        if (fieldGroupToSelect instanceof Konva.Group) {
+          setSelectedFields([fieldGroupToSelect], { isAutoSelect: true });
+        }
+      }
+    } else if (selectedFormId === null && isSingleCanvasSelection) {
+      setSelectedFields([]);
+    }
+
    // Rerender the transformer
    interactiveTransformer.current?.forceUpdate();

    pageLayer.current.batchDraw();
-  }, [localPageFields, selectedKonvaFieldGroups, overlappingFieldFormIds, isFieldChanging]);
+  }, [
+    localPageFields,
+    selectedKonvaFieldGroups,
+    overlappingFieldFormIds,
+    isFieldChanging,
+    editorFields.selectedField?.formId,
+  ]);
+
+  const setSelectedFields = (nodes: Konva.Node[], options?: { isAutoSelect?: boolean }) => {
+    // Any explicit (user-driven) selection shows the action toolbar; only auto-selection
+    // on field creation suppresses it.
+    setIsAutoSelectedField(Boolean(options?.isAutoSelect));

-  const setSelectedFields = (nodes: Konva.Node[]) => {
    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
    const fieldGroups = nodes.filter(
      (node) => node.hasName('field-group') && Boolean(node.getStage()) && Boolean(node.getParent()),
@@ -663,25 +696,30 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR

  return (
    <>
-      {selectedKonvaFieldGroups.length > 0 && interactiveTransformer.current && !isFieldChanging && (
-        <FieldActionButtons
-          handleDuplicateSelectedFields={duplicatedSelectedFields}
-          handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
-          handleDeleteSelectedFields={deletedSelectedFields}
-          handleChangeRecipient={changeSelectedFieldsRecipients}
-          handleChangeFieldType={changeSelectedFieldsType}
-          selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
-          style={{
-            position: 'absolute',
-            top: interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
-            left: interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
-            transform: 'translateX(-50%)',
-            gap: '8px',
-            pointerEvents: 'auto',
-            zIndex: 50,
-          }}
-        />
-      )}
+      {selectedKonvaFieldGroups.length > 0 &&
+        interactiveTransformer.current &&
+        !isFieldChanging &&
+        !isAutoSelectedField && (
+          <FieldActionButtons
+            handleDuplicateSelectedFields={duplicatedSelectedFields}
+            handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
+            handleDeleteSelectedFields={deletedSelectedFields}
+            handleChangeRecipient={changeSelectedFieldsRecipients}
+            handleChangeFieldType={changeSelectedFieldsType}
+            selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
+            style={{
+              position: 'absolute',
+              top:
+                interactiveTransformer.current.y() + interactiveTransformer.current.getClientRect().height + 5 + 'px',
+              left:
+                interactiveTransformer.current.x() + interactiveTransformer.current.getClientRect().width / 2 + 'px',
+              transform: 'translateX(-50%)',
+              gap: '8px',
+              pointerEvents: 'auto',
+              zIndex: 50,
+            }}
+          />
+        )}

      {pendingFieldCreation && (
        <div
@@ -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>
@@ -174,7 +174,7 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
              {type === EnvelopeType.DOCUMENT ? <Trans>Upload Document</Trans> : <Trans>Upload Template</Trans>}
            </h2>

-            <p className="mt-4 text-md text-muted-foreground">
+            <p className="mt-4 text-base text-muted-foreground">
              <Trans>Drag and drop your document here</Trans>
            </p>

@@ -1,13 +1,38 @@
 import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+import {
+  getQuotaUsagePercent,
+  isQuotaExceeded,
+  isQuotaNearing,
+  normalizeCapacityLimit,
+} from '@documenso/lib/universal/quota-usage';
+import { cn } from '@documenso/ui/lib/utils';
+import type { BadgeProps } from '@documenso/ui/primitives/badge';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Progress } from '@documenso/ui/primitives/progress';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';

 import { Trans } from '@lingui/react/macro';
 import type { OrganisationClaim, OrganisationMonthlyStat } from '@prisma/client';
-import { useState } from 'react';
-import { match } from 'ts-pattern';
+import type { LucideIcon } from 'lucide-react';
+import { FileIcon, MailIcon, MailOpenIcon, PlugIcon, UsersIcon, UsersRoundIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useId, useState } from 'react';
+
 import { OrganisationUsageResetButton } from './organisation-usage-reset-button';

+type CapacityUsage = {
+  members: number;
+  teams: number;
+};
+
+type UsageRow = {
+  counter: 'document' | 'email' | 'api';
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  effectiveLimit: number | null;
+};
+
 type OrganisationUsagePanelProps = {
  organisationId: string;
  monthlyStats: Pick<
@@ -15,13 +40,151 @@ type OrganisationUsagePanelProps = {
    'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
  >[];
  organisationClaim: OrganisationClaim;
+  capacityUsage?: CapacityUsage;
+};
+
+type UsageCardState = {
+  status: {
+    label: ReactNode;
+    variant: NonNullable<BadgeProps['variant']>;
+  };
+  percent: number;
+  hasFiniteLimit: boolean;
+  progressClassName: string;
+  subtext: ReactNode;
+};
+
+type UsageCardStateOptions = {
+  used: number;
+  limit: number | null | undefined;
+  footnote?: ReactNode;
+};
+
+const getUsageCardState = ({ used, limit, footnote }: UsageCardStateOptions): UsageCardState => {
+  const percent = getQuotaUsagePercent(used, limit ?? null);
+  const hasFiniteLimit = Boolean(limit && limit > 0);
+
+  if (limit === null || limit === undefined) {
+    return {
+      status: { label: <Trans>Unlimited</Trans>, variant: 'neutral' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (limit === 0) {
+    return {
+      status: { label: <Trans>Blocked</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? <Trans>Resource blocked</Trans>,
+    };
+  }
+
+  if (used > limit) {
+    return {
+      status: { label: <Trans>Exceeded</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-destructive',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaExceeded(limit, used)) {
+    return {
+      status: { label: <Trans>Limit reached</Trans>, variant: 'orange' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-orange-500 dark:[&>div]:bg-orange-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaNearing(limit, used)) {
+    return {
+      status: { label: <Trans>Near limit</Trans>, variant: 'warning' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-yellow-500 dark:[&>div]:bg-yellow-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  return {
+    status: { label: <Trans>Within limit</Trans>, variant: 'default' },
+    percent,
+    hasFiniteLimit,
+    progressClassName: '',
+    subtext: footnote ?? null,
+  };
+};
+
+type UsageStatCardProps = {
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  limit: number | null | undefined;
+  /** When true the card is a plain counter with no limit, status or progress. */
+  countOnly?: boolean;
+  footnote?: ReactNode;
+  action?: ReactNode;
+};
+
+const UsageStatCard = ({ label, icon: Icon, used, limit, countOnly = false, footnote, action }: UsageStatCardProps) => {
+  const { status, percent, hasFiniteLimit, progressClassName, subtext } = getUsageCardState({ used, limit, footnote });
+
+  return (
+    <div className="flex flex-col rounded-lg border bg-background p-5">
+      <div className="flex items-center justify-between gap-3">
+        <div className="flex items-center gap-2 font-medium text-foreground text-sm">
+          <Icon className="h-4 w-4 text-muted-foreground" />
+          <span>{label}</span>
+        </div>
+
+        {!countOnly && (
+          <Badge variant={status.variant} size="small">
+            {status.label}
+          </Badge>
+        )}
+      </div>
+
+      <div className="mt-4 flex flex-1 flex-col">
+        <div className="flex items-baseline justify-between gap-2">
+          <div className="flex items-baseline gap-1.5">
+            <span className="font-semibold text-3xl text-foreground tabular-nums tracking-tight">
+              {used.toLocaleString()}
+            </span>
+            {hasFiniteLimit ? (
+              <span className="text-base text-muted-foreground tabular-nums">/ {limit?.toLocaleString()}</span>
+            ) : null}
+          </div>
+
+          {hasFiniteLimit ? (
+            <span className="font-medium text-muted-foreground text-sm tabular-nums">{percent}%</span>
+          ) : null}
+        </div>
+
+        {hasFiniteLimit ? <Progress className={cn('mt-3 h-2', progressClassName)} value={percent} /> : null}
+
+        {subtext ? <p className="mt-2 text-muted-foreground text-xs">{subtext}</p> : null}
+      </div>
+
+      {action ? <div className="mt-4 flex justify-end border-t pt-4">{action}</div> : null}
+    </div>
+  );
 };

 export const OrganisationUsagePanel = ({
  organisationId,
  monthlyStats,
  organisationClaim,
+  capacityUsage,
 }: OrganisationUsagePanelProps) => {
+  const monthlyUsagePeriodId = useId();
  const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);

  const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
@@ -30,86 +193,105 @@ export const OrganisationUsagePanel = ({
  // current period), so only offer the reset action when viewing the current month.
  const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();

-  const rows = [
+  const capacityRows = capacityUsage
+    ? [
+        {
+          key: 'members',
+          label: <Trans>Members</Trans>,
+          icon: UsersIcon,
+          used: capacityUsage.members,
+          limit: normalizeCapacityLimit(organisationClaim.memberCount),
+        },
+        {
+          key: 'teams',
+          label: <Trans>Teams</Trans>,
+          icon: UsersRoundIcon,
+          used: capacityUsage.teams,
+          limit: normalizeCapacityLimit(organisationClaim.teamCount),
+        },
+      ]
+    : [];
+
+  const monthlyRows: UsageRow[] = [
    {
-      counter: 'document' as const,
+      counter: 'document',
      label: <Trans>Documents</Trans>,
+      icon: FileIcon,
      used: selectedStat?.documentCount ?? 0,
      effectiveLimit: organisationClaim.documentQuota,
    },
    {
-      counter: 'email' as const,
+      counter: 'email',
      label: <Trans>Emails</Trans>,
+      icon: MailIcon,
      used: selectedStat?.emailCount ?? 0,
      effectiveLimit: organisationClaim.emailQuota,
    },
    {
-      counter: 'api' as const,
+      counter: 'api',
      label: <Trans>API requests</Trans>,
+      icon: PlugIcon,
      used: selectedStat?.apiCount ?? 0,
      effectiveLimit: organisationClaim.apiQuota,
    },
  ];

  return (
-    <div className="space-y-4 rounded-md border p-4">
-      <div className="flex items-center justify-between gap-2">
-        <h3 className="font-medium text-sm">
-          <Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
-        </h3>
+    <div className="mt-4 space-y-6">
+      {capacityRows.length > 0 ? (
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
+          {capacityRows.map((row) => (
+            <UsageStatCard key={row.key} label={row.label} icon={row.icon} used={row.used} limit={row.limit} />
+          ))}
+        </div>
+      ) : null}

-        {monthlyStats.length > 0 && (
-          <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
-            <SelectTrigger className="w-40">
-              <SelectValue />
-            </SelectTrigger>
-            <SelectContent>
-              {monthlyStats.map((stat) => (
-                <SelectItem key={stat.period} value={stat.period}>
-                  {stat.period}
-                </SelectItem>
-              ))}
-            </SelectContent>
-          </Select>
-        )}
-      </div>
+      <div className="space-y-3">
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+          <h3 id={monthlyUsagePeriodId} className="font-semibold text-base">
+            <Trans>Monthly usage</Trans>
+          </h3>

-      {rows.map((row) => {
-        const percent =
-          row.effectiveLimit && row.effectiveLimit > 0
-            ? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
-            : 0;
+          {monthlyStats.length > 0 ? (
+            <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
+              <SelectTrigger className="h-9 w-full sm:w-44" aria-labelledby={monthlyUsagePeriodId}>
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                {monthlyStats.map((stat) => (
+                  <SelectItem key={stat.period} value={stat.period}>
+                    {stat.period}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          ) : null}
+        </div>

-        return (
-          <div key={row.counter} className="space-y-1">
-            <div className="flex items-center justify-between text-sm">
-              <span>{row.label}</span>
-              <span className="text-muted-foreground">
-                {row.used} /{' '}
-                {match(row.effectiveLimit)
-                  .with(null, () => <Trans>Unlimited</Trans>)
-                  .with(0, () => <Trans>Blocked</Trans>)
-                  .otherwise(String)}
-              </span>
-            </div>
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
+          {monthlyRows.map((row) => (
+            <UsageStatCard
+              key={row.counter}
+              label={row.label}
+              icon={row.icon}
+              used={row.used}
+              limit={row.effectiveLimit}
+              action={
+                selectedStat && isCurrentPeriod ? (
+                  <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
+                ) : undefined
+              }
+            />
+          ))}

-            {row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
-
-            {selectedStat && isCurrentPeriod && (
-              <div className="flex w-full justify-end pt-1">
-                <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
-              </div>
-            )}
-          </div>
-        );
-      })}
-
-      <div className="space-y-1">
-        <div className="flex items-center justify-between text-sm">
-          <span>
-            <Trans>Reports</Trans>
-          </span>
-          <span className="text-muted-foreground">{selectedStat?.emailReports ?? 0}</span>
+          <UsageStatCard
+            label={<Trans>Reports</Trans>}
+            icon={MailOpenIcon}
+            used={selectedStat?.emailReports ?? 0}
+            limit={null}
+            countOnly
+            footnote={<Trans>Sent this period</Trans>}
+          />
        </div>
      </div>
    </div>
@@ -2,6 +2,7 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { Trans, useLingui } from '@lingui/react/macro';
+import { RotateCcwIcon } from 'lucide-react';
 import { useRevalidator } from 'react-router';

 type OrganisationUsageResetButtonProps = {
@@ -32,6 +33,7 @@ export const OrganisationUsageResetButton = ({ organisationId, counter }: Organi
      loading={isPending}
      onClick={() => reset({ organisationId, counter })}
    >
+      <RotateCcwIcon className="mr-2 h-3.5 w-3.5" />
      <Trans>Reset</Trans>
    </Button>
  );
@@ -1,7 +1,9 @@
+import { RATE_LIMIT_WINDOW_REGEX } from '@documenso/lib/types/subscription';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import { PlusIcon, Trash2Icon } from 'lucide-react';
+import { useState } from 'react';

 type RateLimitEntryValue = { window: string; max: number };

@@ -11,50 +13,153 @@ type RateLimitArrayInputProps = {
  disabled?: boolean;
 };

+const EMPTY_ENTRY: RateLimitEntryValue = { window: '', max: 0 };
+
+/** A row counts as "started" once either field has input; fully-empty rows are dropped on commit. */
+const hasEntryInput = (entry: RateLimitEntryValue) => entry.window.trim() !== '' || entry.max > 0;
+
+/** Keep in-progress rows; drop rows that are completely empty. */
+const persistEntries = (entries: RateLimitEntryValue[]) => {
+  return entries.map((entry) => ({ ...entry, window: entry.window.trim() })).filter(hasEntryInput);
+};
+
 export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
-  const entries = value ?? [];
+  const { t } = useLingui();
+  const [draftEntry, setDraftEntry] = useState<RateLimitEntryValue | null>(null);
+
+  const entries = draftEntry ? [...value, draftEntry] : value.length ? value : [EMPTY_ENTRY];
+
+  const getWindowError = (entry: RateLimitEntryValue, index: number) => {
+    const window = entry.window.trim();
+
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    if (window === '') {
+      return t`Enter a window, e.g. 5m`;
+    }
+
+    if (!RATE_LIMIT_WINDOW_REGEX.test(window)) {
+      return t`Use a duration with a unit, e.g. 5m, 1h, or 24h`;
+    }
+
+    const isDuplicateWindow = entries.some((otherEntry, otherIndex) => {
+      return otherIndex !== index && otherEntry.window.trim() === window;
+    });
+
+    return isDuplicateWindow ? t`Use a unique window for each rate limit` : null;
+  };
+
+  const getMaxError = (entry: RateLimitEntryValue) => {
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    return entry.max > 0 ? null : t`Enter a max request count greater than 0`;
+  };

  const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
-    const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
-    onChange(next);
+    if (index >= value.length) {
+      const nextDraftEntry = { ...(draftEntry ?? EMPTY_ENTRY), ...patch };
+
+      if (hasEntryInput(nextDraftEntry)) {
+        onChange(persistEntries([...value, nextDraftEntry]));
+        setDraftEntry(null);
+        return;
+      }
+
+      setDraftEntry(nextDraftEntry);
+      return;
+    }
+
+    const next = value.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    onChange(persistEntries(next));
  };

  const removeEntry = (index: number) => {
-    onChange(entries.filter((_, i) => i !== index));
+    if (index >= value.length) {
+      setDraftEntry(null);
+      return;
+    }
+
+    const next = value.filter((_, i) => i !== index);
+    onChange(persistEntries(next));
  };

  const addEntry = () => {
-    onChange([...entries, { window: '5m', max: 100 }]);
+    setDraftEntry(EMPTY_ENTRY);
  };

+  const hasErrors = entries.some((entry, index) => getWindowError(entry, index) || getMaxError(entry));
+  const isAddDisabled = disabled || value.length === 0 || Boolean(draftEntry) || hasErrors;
+
  return (
    <div className="space-y-2">
-      {entries.map((entry, index) => (
-        <div key={index} className="flex items-center gap-2">
-          <Input
-            className="w-24"
-            placeholder="5m"
-            value={entry.window}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { window: e.target.value })}
-          />
-          <Input
-            className="w-32"
-            type="number"
-            min={1}
-            value={entry.max}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
-          />
-          <Button type="button" variant="ghost" size="sm" disabled={disabled} onClick={() => removeEntry(index)}>
-            <Trash2Icon className="h-4 w-4" />
-          </Button>
-        </div>
-      ))}
+      <div className="flex items-center gap-2 text-muted-foreground text-xs">
+        <span className="w-20 shrink-0">
+          <Trans>Window</Trans>
+        </span>
+        <span className="flex-1">
+          <Trans>Max requests</Trans>
+        </span>
+        <span className="w-9 shrink-0" aria-hidden="true" />
+      </div>

-      <Button type="button" variant="secondary" size="sm" disabled={disabled} onClick={addEntry}>
+      {entries.map((entry, index) => {
+        const windowError = getWindowError(entry, index);
+        const maxError = getMaxError(entry);
+
+        return (
+          <div key={index} className="space-y-1">
+            <div className="flex items-center gap-2">
+              <Input
+                className="w-20 shrink-0"
+                placeholder="5m"
+                value={entry.window}
+                disabled={disabled}
+                aria-invalid={Boolean(windowError)}
+                onChange={(e) => updateEntry(index, { window: e.target.value })}
+              />
+              <Input
+                className="flex-1"
+                type="number"
+                min={1}
+                placeholder="100"
+                value={entry.max || ''}
+                disabled={disabled}
+                aria-invalid={Boolean(maxError)}
+                onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
+              />
+              <Button
+                type="button"
+                variant="ghost"
+                size="sm"
+                className="h-9 w-9 shrink-0 p-0 text-muted-foreground hover:text-foreground"
+                disabled={disabled}
+                aria-label={t`Remove rate limit`}
+                onClick={() => removeEntry(index)}
+              >
+                <Trash2Icon className="h-4 w-4" />
+              </Button>
+            </div>
+
+            {windowError ? <p className="text-destructive text-xs">{windowError}</p> : null}
+            {maxError ? <p className="text-destructive text-xs">{maxError}</p> : null}
+          </div>
+        );
+      })}
+
+      <Button
+        type="button"
+        variant="outline"
+        size="sm"
+        className="w-full border-dashed"
+        disabled={isAddDisabled}
+        onClick={addEntry}
+      >
        <PlusIcon className="mr-2 h-4 w-4" />
-        <Trans>Add rate limit</Trans>
+        <Trans>Add rate limit window</Trans>
      </Button>
    </div>
  );
@@ -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.`,
@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,7 +30,7 @@ export type SettingsSecurityPasskeyTableActionsProps = {
 };

 const ZUpdatePasskeySchema = z.object({
-  name: z.string(),
+  name: ZNameSchema,
 });

 type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;
@@ -3,27 +3,32 @@ import { dynamicActivate } from '@documenso/lib/utils/i18n';
 import { i18n } from '@lingui/core';
 import { detect, fromHtmlTag } from '@lingui/detect-locale';
 import { I18nProvider } from '@lingui/react';
-import { StrictMode, startTransition, useEffect } from 'react';
+import { StrictMode, startTransition } from 'react';
 import { hydrateRoot } from 'react-dom/client';
 import { HydratedRouter } from 'react-router/dom';

 import './utils/polyfills/promise-with-resolvers';

-function PosthogInit() {
+/**
+ * Initialised imperatively (not as a component inside `hydrateRoot`) because
+ * rendering extra client-only siblings changes the React tree structure
+ * relative to the server render in `entry.server.tsx`. That shifts every
+ * `useId` value (used by Radix for `id`/`htmlFor`/`aria-*`), causing hydration
+ * mismatches which can abort hydration entirely when the user interacts with
+ * the page early, leaving dead event handlers (broken dropdowns, native form
+ * submits).
+ */
+function initPosthog() {
  const postHogConfig = extractPostHogConfig();

-  useEffect(() => {
-    if (postHogConfig) {
-      void import('posthog-js').then(({ default: posthog }) => {
-        posthog.init(postHogConfig.key, {
-          api_host: postHogConfig.host,
-          capture_exceptions: true,
-        });
+  if (postHogConfig) {
+    void import('posthog-js').then(({ default: posthog }) => {
+      posthog.init(postHogConfig.key, {
+        api_host: postHogConfig.host,
+        capture_exceptions: true,
      });
-    }
-  }, []);
-
-  return null;
+    });
+  }
 }

 async function main() {
@@ -38,11 +43,11 @@ async function main() {
        <I18nProvider i18n={i18n}>
          <HydratedRouter />
        </I18nProvider>
-
-        <PosthogInit />
      </StrictMode>,
    );
  });
+
+  void initPosthog();
 }

 // eslint-disable-next-line @typescript-eslint/no-floating-promises
@@ -119,7 +119,11 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
  const isRecipientRoute = matches.some((m) => m.id?.startsWith('routes/_recipient+'));

  return (
-    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''}>
+    // `suppressHydrationWarning` because `remix-themes` intentionally mutates
+    // `data-theme`/`class` on <html> before hydration (PreventFlashOnWrongTheme),
+    // so the server-rendered attributes never match the client render when the
+    // theme is resolved from the system preference. Attribute-only, one level deep.
+    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''} suppressHydrationWarning>
      <head>
        <meta charSet="utf-8" />
        <link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png" />
@@ -173,7 +177,11 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
        <script
          nonce={nonce(cspNonce)}
          dangerouslySetInnerHTML={{
-            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}`,
+            // `__webpack_nonce__` is read by `get-nonce` (used by
+            // react-remove-scroll / react-style-singleton inside Radix menus and
+            // dialogs) to stamp runtime-injected <style> elements. Without it the
+            // strict `style-src-elem` CSP blocks the scroll-lock styles.
+            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}; window.__webpack_nonce__ = ${JSON.stringify(cspNonce ?? '')}`,
          }}
        />

@@ -8,6 +8,7 @@ import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisa
 import { trpc } from '@documenso/trpc/react';
 import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
 import { ZUpdateAdminOrganisationRequestSchema } from '@documenso/trpc/server/admin-router/update-admin-organisation.types';
+import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -30,7 +31,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
+import { OrganisationMemberRole, SubscriptionStatus } from '@prisma/client';
 import { ExternalLinkIcon, InfoIcon, Loader } from 'lucide-react';
 import { useMemo } from 'react';
 import { useForm } from 'react-hook-form';
@@ -42,7 +43,6 @@ import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organi
 import { AdminOrganisationMemberDeleteDialog } from '~/components/dialogs/admin-organisation-member-delete-dialog';
 import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { AdminOrganisationSyncSubscriptionDialog } from '~/components/dialogs/admin-organisation-sync-subscription-dialog';
-import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 import { AdminGlobalSettingsSection } from '~/components/general/admin-global-settings-section';
 import { ClaimLimitFields } from '~/components/general/claim-limit-fields';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
@@ -268,54 +268,32 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

      <GenericOrganisationAdminForm organisation={organisation} />

-      <div className="mt-6 rounded-lg border p-4">
-        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
-          <div>
-            <p className="font-medium text-sm">
-              <Trans>Organisation usage</Trans>
-            </p>
-            <p className="mt-1 text-muted-foreground text-sm">
-              <Trans>Current usage against organisation limits.</Trans>
-            </p>
-          </div>
-        </div>
+      <SettingsHeader
+        title={t`Organisation usage`}
+        subtitle={t`Current usage against organisation limits.`}
+        className="mt-6"
+        hideDivider
+      />

-        <div className="mt-4 grid grid-cols-1 gap-3 text-sm sm:grid-cols-2">
-          <DetailsCard label={<Trans>Members</Trans>}>
-            <DetailsValue>
-              {organisation.members.length} /{' '}
-              {organisation.organisationClaim.memberCount === 0
-                ? t`Unlimited`
-                : organisation.organisationClaim.memberCount}
-            </DetailsValue>
-          </DetailsCard>
-
-          <DetailsCard label={<Trans>Teams</Trans>}>
-            <DetailsValue>
-              {organisation.teams.length} /{' '}
-              {organisation.organisationClaim.teamCount === 0 ? t`Unlimited` : organisation.organisationClaim.teamCount}
-            </DetailsValue>
-          </DetailsCard>
-        </div>
-
-        <div className="mt-4">
-          <OrganisationUsagePanel
-            organisationId={organisation.id}
-            monthlyStats={organisation.monthlyStats}
-            organisationClaim={organisation.organisationClaim}
-          />
-        </div>
-      </div>
+      <OrganisationUsagePanel
+        organisationId={organisation.id}
+        monthlyStats={organisation.monthlyStats}
+        organisationClaim={organisation.organisationClaim}
+        capacityUsage={{
+          members: organisation.members.length,
+          teams: organisation.teams.length,
+        }}
+      />

      <div className="mt-6 rounded-lg border p-4">
        <Accordion type="single" collapsible>
          <AccordionItem value="global-settings" className="border-b-0">
            <AccordionTrigger className="py-0">
              <div className="text-left">
-                <p className="font-medium text-sm">
+                <p className="font-semibold text-base">
                  <Trans>Global Settings</Trans>
                </p>
-                <p className="mt-1 font-normal text-muted-foreground text-sm">
+                <p className="mt-1 text-muted-foreground text-sm">
                  <Trans>Default settings applied to this organisation.</Trans>
                </p>
              </div>
@@ -335,7 +313,15 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
        className="mt-16"
      />

-      <Alert className="my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+      <Alert
+        className={cn(
+          'my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center',
+          organisation.subscription?.status === SubscriptionStatus.ACTIVE &&
+            'border border-green-600/20 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10',
+          organisation.subscription?.status === SubscriptionStatus.INACTIVE && 'opacity-60',
+        )}
+        variant="neutral"
+      >
        <div className="mb-4 sm:mb-0">
          <AlertTitle>
            <Trans>Subscription</Trans>
@@ -343,7 +329,12 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

          <AlertDescription className="mr-2">
            {organisation.subscription ? (
-              <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              <span className="flex items-center gap-2">
+                {organisation.subscription.status === SubscriptionStatus.ACTIVE && (
+                  <span className="h-2 w-2 shrink-0 rounded-full bg-green-600 dark:bg-green-400" aria-hidden="true" />
+                )}
+                <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              </span>
            ) : (
              <span>
                <Trans>No subscription found</Trans>
@@ -356,6 +347,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
          <div>
            <Button
              variant="outline"
+              className="bg-background"
              loading={isCreatingStripeCustomer}
              onClick={async () => createStripeCustomer({ organisationId })}
            >
@@ -366,7 +358,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

        {organisation.customerId && !organisation.subscription && (
          <div>
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
              <Link
                target="_blank"
                to={`https://dashboard.stripe.com/customers/${organisation.customerId}?create=subscription&subscription_default_customer=${organisation.customerId}`}
@@ -383,13 +375,13 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
            <AdminOrganisationSyncSubscriptionDialog
              organisationId={organisationId}
              trigger={
-                <Button variant="outline">
+                <Button variant="outline" className="bg-background">
                  <Trans>Sync Stripe subscription</Trans>
                </Button>
              }
            />

-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
              <Link
                target="_blank"
                to={`https://dashboard.stripe.com/subscriptions/${organisation.subscription.planId}`}
@@ -406,21 +398,27 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro

      <div className="mt-16 space-y-10">
        <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
            <Trans>Organisation Members</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>People with access to this organisation.</Trans>
+          </p>

-          <div className="my-2">
+          <div className="mt-3">
            <DataTable columns={organisationMembersColumns} data={organisation.members} />
          </div>
        </div>

        <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
            <Trans>Organisation Teams</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Teams that belong to this organisation.</Trans>
+          </p>

-          <div className="my-2">
+          <div className="mt-3">
            <DataTable columns={teamsColumns} data={organisation.teams} />
          </div>
        </div>
@@ -648,7 +646,7 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
              <FormLabel className="flex items-center">
                <Trans>Inherited subscription claim</Trans>
                <Tooltip>
-                  <TooltipTrigger>
+                  <TooltipTrigger type="button">
                    <InfoIcon className="mx-2 h-4 w-4" />
                  </TooltipTrigger>

@@ -681,10 +679,15 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
                  </TooltipContent>
                </Tooltip>
              </FormLabel>
-              <FormControl>
-                <Input disabled {...field} />
-              </FormControl>
-              <FormMessage />
+              <div className="rounded-lg border bg-muted/40 px-3 py-2.5 text-sm">
+                {field.value ? (
+                  <span className="font-mono text-foreground">{field.value}</span>
+                ) : (
+                  <span className="text-muted-foreground">
+                    <Trans>No inherited claim</Trans>
+                  </span>
+                )}
+              </div>
            </FormItem>
          )}
        />
@@ -715,108 +718,113 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
          )}
        />

-        <FormField
-          control={form.control}
-          name="claims.teamCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Team Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Number of teams allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
+          <FormField
+            control={form.control}
+            name="claims.teamCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Team Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Number of teams allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />

-        <FormField
-          control={form.control}
-          name="claims.memberCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Member Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Number of members allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.memberCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Member Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Number of members allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />

-        <FormField
-          control={form.control}
-          name="claims.envelopeItemCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Envelope Item Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={1}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Maximum number of uploaded files per envelope allowed</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.envelopeItemCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Envelope Item Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={1}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />

-        <FormField
-          control={form.control}
-          name="claims.recipientCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Recipient Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.recipientCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Recipient Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </div>

        <div>
-          <FormLabel>
+          <h3 className="font-semibold text-base">
            <Trans>Feature Flags</Trans>
-          </FormLabel>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Capabilities enabled for this organisation.</Trans>
+          </p>

-          <div className="mt-2 space-y-2 rounded-md border p-4">
+          <div className="mt-3 space-y-2 rounded-md border p-4">
            {Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
              const isRestrictedFeature = isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions

@@ -287,7 +287,11 @@ export default function AdminTeamPage({ params }: Route.ComponentProps) {
              </AccordionTrigger>
              <AccordionContent>
                <div className="mt-4">
-                  <AdminGlobalSettingsSection settings={team.teamGlobalSettings} isTeam />
+                  <AdminGlobalSettingsSection
+                    settings={team.teamGlobalSettings}
+                    inheritedSettings={team.organisation.organisationGlobalSettings}
+                    isTeam
+                  />
                </div>
              </AccordionContent>
            </AccordionItem>
@@ -1,7 +1,6 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -49,26 +48,29 @@ export default function OrganisationSettingsBrandingPage() {

  const { mutateAsync: updateOrganisationSettings } = trpc.organisation.settings.update.useMutation();

+  const { mutateAsync: updateOrganisationBrandingLogo } = trpc.organisation.settings.updateBrandingLogo.useMutation();
+
  const onBrandingPreferencesFormSubmit = async (data: TBrandingPreferencesFormSchema) => {
    try {
      const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;

-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();

-      if (brandingLogo) {
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
+        formData.append('payload', JSON.stringify({ organisationId: organisation.id }));

-      // Empty the branding logo if the user unsets it.
-      if (brandingLogo === null) {
-        uploadedBrandingLogo = '';
+        if (brandingLogo instanceof File) {
+          formData.append('brandingLogo', brandingLogo);
+        }
+
+        await updateOrganisationBrandingLogo(formData);
      }

      const result = await updateOrganisationSettings({
        organisationId: organisation.id,
        data: {
          brandingEnabled: brandingEnabled ?? undefined,
-          brandingLogo: uploadedBrandingLogo,
          brandingUrl,
          brandingCompanyDetails,
          brandingColors,
@@ -104,6 +106,9 @@ export default function OrganisationSettingsBrandingPage() {
        description: t`We were unable to update your branding preferences at this time, please try again later`,
        variant: 'destructive',
      });
+
+      // Rethrow so the form knows the save failed and keeps the unsaved changes.
+      throw err;
    }
  };

@@ -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,
@@ -105,6 +105,8 @@ export default function OrganisationSettingsDocumentPage() {
        description: t`We were unable to update your document preferences at this time, please try again later`,
        variant: 'destructive',
      });
+
+      throw err;
    }
  };

@@ -49,6 +49,8 @@ export default function OrganisationSettingsGeneral() {
        description: t`We were unable to update your email preferences at this time, please try again later`,
        variant: 'destructive',
      });
+
+      throw err;
    }
  };

@@ -3,6 +3,7 @@ import { ORGANISATION_MEMBER_ROLE_HIERARCHY } from '@documenso/lib/constants/org
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindOrganisationGroupsResponse } from '@documenso/trpc/server/organisation-router/find-organisation-groups.types';
 import { Button } from '@documenso/ui/primitives/button';
@@ -28,7 +29,6 @@ import { useMemo, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { Link } from 'react-router';
 import { z } from 'zod';
-
 import { OrganisationGroupDeleteDialog } from '~/components/dialogs/organisation-group-delete-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import {
@@ -36,7 +36,6 @@ import {
  OrganisationMembersMultiSelectCombobox,
 } from '~/components/general/organisation-members-multiselect-combobox';
 import { SettingsHeader } from '~/components/general/settings-header';
-
 import type { Route } from './+types/o.$orgUrl.settings.groups.$id';

 export default function OrganisationGroupSettingsPage({ params }: Route.ComponentProps) {
@@ -113,7 +112,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
 }

 const ZUpdateOrganisationGroupFormSchema = z.object({
-  name: z.string().min(1, msg`Name is required`.id),
+  name: ZNameSchema,
  organisationRole: z.nativeEnum(OrganisationMemberRole),
  memberIds: z.array(z.string()),
 });
@@ -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) => {
@@ -1,14 +1,16 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { plural } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
 import { useState } from 'react';
+import { Link } from 'react-router';

 import {
  BrandingPreferencesForm,
@@ -35,6 +37,9 @@ export default function TeamsSettingsPage() {
  });

  const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
+  const { mutateAsync: updateTeamBrandingLogo } = trpc.team.settings.updateBrandingLogo.useMutation();
+
+  const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();

  const canCustomBranding =
    organisation.organisationClaim.flags.embedSigningWhiteLabel === true || !IS_BILLING_ENABLED();
@@ -43,22 +48,23 @@ export default function TeamsSettingsPage() {
    try {
      const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;

-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();

-      if (brandingLogo) {
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
+        formData.append('payload', JSON.stringify({ teamId: team.id }));

-      // Empty the branding logo if the user unsets it.
-      if (brandingLogo === null) {
-        uploadedBrandingLogo = '';
+        if (brandingLogo instanceof File) {
+          formData.append('brandingLogo', brandingLogo);
+        }
+
+        await updateTeamBrandingLogo(formData);
      }

      const result = await updateTeamSettings({
        teamId: team.id,
        data: {
          brandingEnabled,
-          brandingLogo: uploadedBrandingLogo,
          brandingUrl: brandingUrl || null,
          brandingCompanyDetails: brandingCompanyDetails || null,
          brandingColors,
@@ -94,6 +100,9 @@ export default function TeamsSettingsPage() {
        description: t`We were unable to update your branding preferences at this time, please try again later`,
        variant: 'destructive',
      });
+
+      // Rethrow so the form knows the save failed and keeps the unsaved changes.
+      throw err;
    }
  };

@@ -112,39 +121,61 @@ export default function TeamsSettingsPage() {
        subtitle={t`Here you can set preferences and defaults for branding.`}
      />

-      <section>
-        <BrandingPreferencesForm
-          canInherit={true}
-          hasAdvancedBranding={canCustomBranding}
-          context="Team"
-          settings={teamWithSettings.teamSettings}
-          onFormSubmit={onBrandingPreferencesFormSubmit}
-        />
+      {canConfigureBranding ? (
+        <section>
+          <BrandingPreferencesForm
+            canInherit={true}
+            hasAdvancedBranding={canCustomBranding}
+            context="Team"
+            settings={teamWithSettings.teamSettings}
+            onFormSubmit={onBrandingPreferencesFormSubmit}
+          />

-        {cssWarnings.length > 0 && (
-          <Alert variant="warning" className="mt-6">
+          {cssWarnings.length > 0 && (
+            <Alert variant="warning" className="mt-6">
+              <AlertTitle>
+                <Trans>CSS rules were dropped during sanitisation</Trans>
+              </AlertTitle>
+
+              <AlertDescription>
+                <ul className="list-disc pl-5">
+                  {cssWarnings.map((warning, index) => (
+                    <li key={index}>
+                      {warning.detail}
+                      {warning.line !== undefined && (
+                        <span className="text-muted-foreground">
+                          {' '}
+                          <Trans>(line {warning.line})</Trans>
+                        </span>
+                      )}
+                    </li>
+                  ))}
+                </ul>
+              </AlertDescription>
+            </Alert>
+          )}
+        </section>
+      ) : (
+        <Alert className="mt-8 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+          <div className="mb-4 sm:mb-0">
            <AlertTitle>
-              <Trans>CSS rules were dropped during sanitisation</Trans>
+              <Trans>Branding Preferences</Trans>
            </AlertTitle>

-            <AlertDescription>
-              <ul className="list-disc pl-5">
-                {cssWarnings.map((warning, index) => (
-                  <li key={index}>
-                    {warning.detail}
-                    {warning.line !== undefined && (
-                      <span className="text-muted-foreground">
-                        {' '}
-                        <Trans>(line {warning.line})</Trans>
-                      </span>
-                    )}
-                  </li>
-                ))}
-              </ul>
+            <AlertDescription className="mr-2">
+              <Trans>Currently branding can only be configured for Teams and above plans.</Trans>
            </AlertDescription>
-          </Alert>
-        )}
-      </section>
+          </div>
+
+          {canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole) && (
+            <Button asChild variant="outline">
+              <Link to={`/o/${organisation.url}/settings/billing`}>
+                <Trans>Update Billing</Trans>
+              </Link>
+            </Button>
+          )}
+        </Alert>
+      )}
    </div>
  );
 }
@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
                uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
                drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
              }),
-          delegateDocumentOwnership: delegateDocumentOwnership,
+          delegateDocumentOwnership,
        },
      });

@@ -96,6 +96,8 @@ export default function TeamsSettingsPage() {
        description: t`We were unable to update your document preferences at this time, please try again later`,
        variant: 'destructive',
      });
+
+      throw err;
    }
  };

@@ -49,6 +49,8 @@ export default function TeamEmailSettingsGeneral() {
        description: t`We were unable to update your email preferences at this time, please try again later`,
        variant: 'destructive',
      });
+
+      throw err;
    }
  };

@@ -1,14 +1,18 @@
 import { trpc } from '@documenso/trpc/react';
+import type { TGetApiTokensResponse } from '@documenso/trpc/server/api-token-router/get-api-tokens.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
+import { DataTable, type DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
 import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import { TeamMemberRole } from '@prisma/client';
-import { DateTime } from 'luxon';
+import { useMemo } from 'react';

+import { TokenCreateDialog } from '~/components/dialogs/token-create-dialog';
 import TokenDeleteDialog from '~/components/dialogs/token-delete-dialog';
-import { ApiTokenForm } from '~/components/forms/token';
 import { SettingsHeader } from '~/components/general/settings-header';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -18,33 +22,88 @@ export function meta() {
 }

 export default function ApiTokensPage() {
-  const { i18n } = useLingui();
-
-  const { data: tokens } = trpc.apiToken.getMany.useQuery();
+  const { t, i18n } = useLingui();

  const team = useOptionalCurrentTeam();

+  const isUnauthorized = !!team && team.currentTeamRole !== TeamMemberRole.ADMIN;
+
+  const {
+    data: tokens,
+    isLoading,
+    isError,
+  } = trpc.apiToken.getMany.useQuery(undefined, {
+    enabled: !isUnauthorized,
+  });
+
+  const columns = useMemo(() => {
+    return [
+      {
+        header: t`Name`,
+        cell: ({ row }) => <span className="font-medium text-foreground">{row.original.name}</span>,
+      },
+      {
+        header: t`Created`,
+        cell: ({ row }) => i18n.date(row.original.createdAt),
+      },
+      {
+        header: t`Expires`,
+        cell: ({ row }) => {
+          if (!row.original.expires) {
+            return (
+              <span className="text-muted-foreground">
+                <Trans>Never</Trans>
+              </span>
+            );
+          }
+
+          if (row.original.expires < new Date()) {
+            return (
+              <Badge variant="destructive" size="small">
+                <Trans>Expired</Trans>
+              </Badge>
+            );
+          }
+
+          return i18n.date(row.original.expires);
+        },
+      },
+      {
+        header: t`Actions`,
+        cell: ({ row }) => (
+          <TokenDeleteDialog token={row.original}>
+            <Button variant="destructive">
+              <Trans>Delete</Trans>
+            </Button>
+          </TokenDeleteDialog>
+        ),
+      },
+    ] satisfies DataTableColumnDef<TGetApiTokensResponse[number]>[];
+  }, []);
+
  return (
    <div>
      <SettingsHeader
        title={<Trans>API Tokens</Trans>}
        subtitle={
          <Trans>
-            On this page, you can create and manage API tokens. See our{' '}
+            Create and manage API tokens. See our{' '}
            <a
              className="text-primary underline"
              href={'https://docs.documenso.com/developers/public-api'}
              target="_blank"
              rel="noopener"
            >
-              Documentation
+              documentation
            </a>{' '}
            for more information.
          </Trans>
        }
-      />
+      >
+        {!isUnauthorized && <TokenCreateDialog />}
+      </SettingsHeader>

-      {team && team?.currentTeamRole !== TeamMemberRole.ADMIN ? (
+      {isUnauthorized ? (
        <Alert className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row" variant="warning">
          <div>
            <AlertTitle>
@@ -56,58 +115,43 @@ export default function ApiTokensPage() {
          </div>
        </Alert>
      ) : (
-        <>
-          <ApiTokenForm className="max-w-xl" tokens={tokens} />
-
-          <hr className="mt-8 mb-4" />
-
-          <h4 className="font-medium text-xl">
-            <Trans>Your existing tokens</Trans>
-          </h4>
-
-          {tokens && tokens.length === 0 && (
-            <div className="mb-4">
-              <p className="mt-2 text-muted-foreground text-sm italic">
-                <Trans>Your tokens will be shown here once you create them.</Trans>
+        <DataTable
+          columns={columns}
+          data={tokens ?? []}
+          perPage={0}
+          currentPage={0}
+          totalPages={0}
+          error={{
+            enable: isError,
+          }}
+          emptyState={
+            <div className="flex h-60 flex-col items-center justify-center gap-y-4 text-muted-foreground/60">
+              <p>
+                <Trans>You have no API tokens yet. Your tokens will be shown here once you create them.</Trans>
              </p>
            </div>
-          )}
-
-          {tokens && tokens.length > 0 && (
-            <div className="mt-4 flex max-w-xl flex-col gap-y-4">
-              {tokens.map((token) => (
-                <div key={token.id} className="rounded-lg border border-border p-4">
-                  <div className="flex items-center justify-between gap-x-4">
-                    <div>
-                      <h5 className="text-base">{token.name}</h5>
-
-                      <p className="mt-2 text-muted-foreground text-xs">
-                        <Trans>Created on {i18n.date(token.createdAt, DateTime.DATETIME_FULL)}</Trans>
-                      </p>
-                      {token.expires ? (
-                        <p className="mt-1 text-muted-foreground text-xs">
-                          <Trans>Expires on {i18n.date(token.expires, DateTime.DATETIME_FULL)}</Trans>
-                        </p>
-                      ) : (
-                        <p className="mt-1 text-muted-foreground text-xs">
-                          <Trans>Token doesn't have an expiration date</Trans>
-                        </p>
-                      )}
-                    </div>
-
-                    <div>
-                      <TokenDeleteDialog token={token}>
-                        <Button variant="destructive">
-                          <Trans>Delete</Trans>
-                        </Button>
-                      </TokenDeleteDialog>
-                    </div>
-                  </div>
-                </div>
-              ))}
-            </div>
-          )}
-        </>
+          }
+          skeleton={{
+            enable: isLoading,
+            rows: 3,
+            component: (
+              <>
+                <TableCell>
+                  <Skeleton className="h-4 w-24 rounded-full" />
+                </TableCell>
+                <TableCell>
+                  <Skeleton className="h-4 w-16 rounded-full" />
+                </TableCell>
+                <TableCell>
+                  <Skeleton className="h-4 w-16 rounded-full" />
+                </TableCell>
+                <TableCell>
+                  <Skeleton className="h-4 w-12 rounded-full" />
+                </TableCell>
+              </>
+            ),
+          }}
+        />
      )}
    </div>
  );
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
ephraimduncan	231dc599fe	docs(api): complete document object reference and note externalId tagging	2026-07-31 12:56:28 +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
Lucas Smith	40472bc26c	fix: react hydration errors (#3099 ) Move PostHog init out of the React tree so the client tree matches the server render (mismatched useIds could abort hydration, leaving dead event handlers). Also expose the CSP nonce so Radix scroll-lock styles aren't blocked.	2026-07-16 12:21:43 +10:00
Ephraim Duncan	3ff7f70a7d	feat: redesign api tokens settings page (#3076 )	2026-07-15 12:42:13 +09:00
Lucas Smith	5c41740859	chore: deps upgrade 2026-07-14 (#3095 )	2026-07-14 23:15:45 +10:00
David Nguyen	d6268b1d7d	fix: missing noreply email for resend (#3094 )	2026-07-14 20:13:40 +09:00
Ephraim Duncan	12223c79cb	fix(ui): improve destructive button contrast in dark mode (#3071 )	2026-07-14 18:40:40 +09:00
David Nguyen	b16f979eb3	fix: improve editor autosave (#3057 )	2026-07-14 17:44:22 +09:00
Ephraim Duncan	db031e2865	fix: replace tailwind class typos	2026-07-14 17:21:30 +09:00
github-actions[bot]	4e0038f2e8	chore: extract translations (#3060 )	2026-07-14 17:16:21 +09:00
Lucas Smith	c5efd34e95	v2.15.0	2026-07-13 12:43:22 +10:00
roshboi	21cff7a727	docs: update rate limit doc for organisation limit for self hosters (#3089 )	2026-07-12 14:13:23 +08:00
Tanushree AhirandCatalin Pit	400b6a24f1	feat: enable real-time validation for email and password fields (#2204 ) ## Description This MR improves the real-time validation experience on the signup page. Currently, both the email and password fields validate only on blur, causing users to continue seeing error messages even after correcting their input until they click outside the field. This update switches the React Hook Form configuration from mode: 'onBlur' to mode: 'onChange', ensuring validations update immediately as the user types. This results in a smoother and less confusing signup experience. ## Related Issue Fixes #2200 ## Changes Made - Updated React Hook Form configuration in the signup form from: - mode: 'onBlur' ➜ mode: 'onChange' - Ensures real-time validation for email and password fields - No schema or logic changes — only validation trigger updated ## Testing Performed - Manually tested the signup page for: - Real-time password rule updates - Real-time email validation feedback - Error disappearance immediately after correcting input ## Checklist - [x] I have tested these changes locally and they work as expected. - [ ] I have added/updated tests that prove the effectiveness of these changes. - [x] I have updated the documentation to reflect these changes, if applicable. - [x] I have followed the project's coding style guidelines. - [x] I have addressed the code review feedback from the previous submission, if applicable. ## Additional Notes This is a small UX-focused improvement; the validation schema remains unchanged. Co-authored-by: Catalin Pit <catalinpit@gmail.com>	2026-07-10 13:41:31 +03:00
roshboi	1b1e3d197b	Add "Apply Your License Key" self-hosting guide (#3077 ) Adds a dedicated self-hosting page documenting how to apply an Enterprise license key, and cross-links it from the related docs. New page: self-hosting/configuration/license.mdx — "Apply Your License Key" Set NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY (Docker Compose / docker run / .env tabs)	2026-07-08 16:11:49 +10:00
Lucas Smith	a276e18e1f	chore: upgrade deps (#3065 )	2026-07-08 16:11:00 +10:00
Catalin Pit	50f272be87	fix: admin organisation limits and usage UI (#3014 )	2026-07-02 16:50:11 +10:00
Catalin Pit	a55e6d9484	fix: block invisible & control characters and URLs in names (#2978 )	2026-07-02 16:20:56 +10:00
David Nguyen	d35d13db23	fix: remove presigned branding upload (#3053 )	2026-07-02 15:51:19 +10:00
Lucas Smith	337f85f021	chore: upgrade libpdf (#3058 )	2026-07-02 15:09:07 +10:00
github-actions[bot]	2332b0316b	chore: extract translations (#3013 )	2026-07-02 14:58:56 +10:00
David Nguyen	393b51d484	fix: add sticky form update button (#3056 )	2026-07-02 14:52:28 +10:00
Arun Kumar	5a8335e0eb	fix: webhook payload contains stale deletedAt on document cancellation (#2980 )	2026-07-01 17:19:21 +10:00
Kendry Grullon	562d78e2d7	feat: add granular signin disable flags and OIDC auto-redirect (#2857 )	2026-06-30 16:08:09 +10:00
Grégory Chevalier	3b110cf70d	fix: french translation for confirmation message (#3050 )	2026-06-30 15:52:59 +10:00
David Nguyen	7062fadf0b	fix: add additional team group permission checks (#3052 )	2026-06-30 15:45:48 +10:00
Martin Glaser	9cdd2e7ff9	fix(email): render Preview inside Body across all email templates (#3004 )	2026-06-29 16:07:43 +10:00
David Nguyen	a70b0702c3	fix: add missing teams branding guard (#3049 )	2026-06-29 14:50:35 +10:00
David Nguyen	1f170ef5e5	fix: scope organisation group deletion (#3047 )	2026-06-29 14:11:31 +10:00
Lucas Smith	8f68393241	fix: tighten permission and validation checks (#3046 )	2026-06-29 13:15:13 +10:00
Lucas Smith	381293af0c	fix: invite email placeholder (#3045 ) - fix: interpolate inviterEmail in invite email mailto link - fix: add alt attributes to email template images	2026-06-28 22:01:20 +10:00
David Nguyen	97835b8dbb	feat: add field multiselect (#3031 )	2026-06-28 15:08:11 +10:00
David Nguyen	977d07330b	fix: auto select field on drop (#3028 )	2026-06-28 15:07:33 +10:00