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159 Commits

Author SHA1 Message Date
Ephraim Duncan 66a00634eb Merge branch 'main' into feat/signing-required-field-colors 2026-05-27 13:46:33 +00:00
Kendry Grullon 9da2db2e67 feat(storage): add native Azure Blob transport (#2871) 2026-05-27 11:58:39 +07:00
Nikhil Shukla 993df7dc21 fix(docs): correct broken internal docs links (#2869) 2026-05-27 12:39:48 +10:00
ザヘド 807d094cf2 fix: email dictated direct template signer (#2810) 2026-05-27 12:30:31 +10:00
Lucas Smith 3cef238f46 chore: add translations (#2854) 2026-05-26 15:40:11 +10:00
David Nguyen 886c40a46b fix: add constraint on name schema (#2866) 2026-05-26 15:39:35 +10:00
David Nguyen b1b82b775c fix: add missing doc page ref (#2865) 2026-05-26 15:18:20 +10:00
Anish Patil 0fe697c26c fix: handle duplicate organization URL update errors gracefully (#2808) 2026-05-26 14:56:23 +10:00
redouanegrib 7c0031679a docs: implement global error handling and troubleshooting matrix (#2784) 2026-05-26 14:55:40 +10:00
Durgesh Shekhawat 6bb0496224 fix: prevent division by zero in progress bar when requiredRecipientFields is empty (#2855) 2026-05-26 14:41:12 +10:00
Ephraim Duncan eedf483957 fix(prisma): stop large-team-seed running on import (#2852) 2026-05-26 14:13:12 +10:00
Abdulazez (Abza) 5421b0d1cc fix: prevent prop array mutation by spreading allRecipients before sort (#2840) 2026-05-26 14:09:54 +10:00
Abdulazez (Abza) fa2c53bd72 fix: prevent React state mutation by spreading envelope.recipients before sort (#2839) 2026-05-26 14:04:48 +10:00
Lucas Smith 6ac67e646c fix: always show captcha (#2860) 2026-05-25 19:56:24 +07:00
github-actions[bot] 6a20fefd7b chore: extract translations (#2806) 2026-05-22 14:41:35 +10:00
Abdulazez (Abza) 43fe558459 fix: prevent crash when removing last dropdown option in removeValue (#2843) 2026-05-22 14:40:40 +10:00
Abdulazez (Abza) 0a6b0452dc fix: handleInitialsFieldClick now returns initialsToInsert instead of initials (#2838) 2026-05-22 14:31:46 +10:00
David Nguyen fec5d55250 fix: move document complete email to a job (#2835) 2026-05-22 14:21:26 +10:00
Abdulazez (Abza) f1b235819e fix: remove duplicate loadingSpinnerGroup.destroy() in DROPDOWN sign (#2841) 2026-05-22 14:19:57 +10:00
Abdulazez (Abza) d0f9f68689 fix: correct reversed comparison in admin organisations table pagination (#2842) 2026-05-22 14:18:42 +10:00
roshboi f93a98e9a5 chore: updated certification status (#2850)
## Description
Updated HIPAA status to compliant
2026-05-21 15:49:41 +10:00
roshboi c0ea4c60e4 fix(docs): correct API example URLs from /documents to /document (#2836)
## Description

Corrected API endpoint path from /api/v2/documents to /api/v2/document

The current example in the docs(/api/v2/documents) returns a 404
NOT_FOUND object.
2026-05-20 18:17:14 +10:00
Ephraim Duncan 2cb4cc29ea feat: allow admins to create users (#2082) 2026-05-19 20:37:03 +10:00
Lucas Smith d9b5f01e21 chore: add translations (#2833) 2026-05-19 16:19:44 +10:00
Lucas Smith bc3acba72c fix: use captcha imperatively (#2832) 2026-05-19 14:38:40 +10:00
Ephraim Duncan 247a0158bd refactor(ui): replace hardcoded colors with semantic tokens (#2749) 2026-05-19 14:19:31 +10:00
Lucas Smith 9e0b567686 chore: deps upgrade (#2831) 2026-05-18 22:25:48 +10:00
David Nguyen 8f6be474a9 fix: improve api logging (#2820) 2026-05-15 13:41:35 +10:00
Ephraim Duncan 8f5bdef384 docs: require English for PRs and issues (#2819) 2026-05-15 12:30:13 +10:00
ephraimduncan 19326aec56 Merge remote-tracking branch 'origin/main' into pr-2726
# Conflicts:
#	packages/lib/translations/de/web.po
#	packages/lib/translations/en/web.po
#	packages/lib/translations/es/web.po
#	packages/lib/translations/fr/web.po
#	packages/lib/translations/it/web.po
#	packages/lib/translations/ja/web.po
#	packages/lib/translations/ko/web.po
#	packages/lib/translations/nl/web.po
#	packages/lib/translations/pl/web.po
#	packages/lib/translations/pt-BR/web.po
#	packages/lib/translations/zh/web.po
2026-05-14 15:45:32 +00:00
David Nguyen 999942014e chore: update docs for self hosters (#2816) 2026-05-14 15:07:10 +10:00
Tarana 194b2134cc docs: remove leftover Next.js commands and update to Remix-compatible syntax (#2695) 2026-05-14 12:06:59 +10:00
Ephraim Duncan b8df02750b fix: convert DOCX template uploads to PDF (#2807) 2026-05-14 11:59:27 +10:00
Lucas Smith 191170923a v2.11.0 2026-05-13 22:21:57 +10:00
Lucas Smith 4078c6b46d chore: add translations (#2805) 2026-05-13 17:06:56 +10:00
github-actions[bot] abbca79b48 chore: extract translations (#2804) 2026-05-13 16:34:21 +10:00
Gaurav goswami d6dd2b3292 perf: compress signing-celebration.png from 20MB to 4MB (#2781) 2026-05-13 15:46:32 +10:00
David Nguyen cfaad6efc9 feat: add admin org deletion (#2795) 2026-05-13 15:28:27 +10:00
github-actions[bot] 9a45b3564f chore: extract translations (#2796) 2026-05-13 15:20:04 +10:00
David Nguyen 8b171c9a30 chore: update docs to use editor instead of authoring (#2800)
## Description

Update docs to use the term "Editor" instead of "Authoring" to reduce
confusion.
2026-05-13 15:17:55 +10:00
Lucas Smith a8efb6f495 fix: remove translation tag from css textarea placeholder (#2803) 2026-05-13 15:17:34 +10:00
Lucas Smith bc184d445f feat: support DOCX uploads via Gotenberg (#2801)
Uploaded .docx files are converted to PDF on the server using a
Gotenberg
sidecar before entering the normal envelope pipeline. The feature is
opt-in via NEXT_PRIVATE_DOCUMENT_CONVERSION_URL; when unset, only PDF
uploads are accepted.

A per-process circuit breaker opens for 30s after a conversion failure
to shed load.

Ships a dev Dockerfile that layers Microsoft Core Fonts and additional
language fonts
onto the upstream Gotenberg image for better fidelity.

Co-authored-by: Ephraim Duncan
<55143799+ephraimduncan@users.noreply.github.com>

Co-authored-by: Ephraim Duncan <55143799+ephraimduncan@users.noreply.github.com>
2026-05-13 15:06:21 +10:00
David Nguyen 8dfd548c08 chore: remove github action caches (#2802) 2026-05-13 15:06:06 +10:00
Anish Patil 73a7335c89 refactor: remove unnecessary DateRange type assertion (#2790) 2026-05-13 13:11:13 +10:00
Timur Ercan be3e45427f chore: update fair use policy (#2798)
## Description

refined fair use policy with examples and guidelines
2026-05-12 14:58:39 +02:00
ephraimduncan d34a6eddf4 Merge branch 'main' into feat/signing-required-field-colors
Resolves conflict in document-signing-field-container.tsx (kept HEAD's
required-field-color logic) and applies biome formatting to the
auto-merged envelope-signer-page-renderer.tsx.
2026-05-12 11:03:37 +00:00
Abdelhamid Henni 57eb40d6aa chore: update French translations (#2717) 2026-05-12 15:29:52 +10:00
David Nguyen 684fab1909 chore: add section on personal organisations for SSO users (#2793) 2026-05-12 15:20:05 +10:00
Lucas Smith d794ceb8da chore: add translations (#2788) 2026-05-12 14:28:10 +10:00
github-actions[bot] 87315adb0f chore: extract translations (#2786) 2026-05-11 17:27:06 +10:00
Ephraim Duncan 0a7794be61 feat: protect signing URLs from indexing, caching, and embedding (#2469) 2026-05-11 17:24:58 +10:00
Ephraim Duncan f15d6f0150 perf: dynamically import posthog (#2622) 2026-05-11 15:58:15 +10:00
Lucas Smith 0b86ece1d5 feat: add custom branding for signing pages (#2785)
Platform-plan organisations and teams can now customise non-embed
signing pages with six brand colour tokens, a border-radius, and
a free-text custom CSS block (up to 256 KB).

- Stored on OrganisationGlobalSettings / TeamGlobalSettings;
  teams inherit from the org via brandingEnabled === null.
- CSS is sanitised on save (PostCSS) so we can inline it at SSR
  with no per-render parsing.
- Rendered via a nonce'd <style> scoped under .documenso-branded,
  using native CSS nesting so user selectors don't need scoping.
- Gated on the existing embedSigningWhiteLabel claim (or
  self-hosted) — reuses the embed white-label decision.
2026-05-11 13:03:02 +10:00
Ephraim Duncan a197bf113f feat: add granular signup disable flags (#2765) 2026-05-09 01:16:13 +00:00
Lucas Smith ec8728b33e chore: add translations (#2774) 2026-05-08 16:22:32 +10:00
github-actions[bot] 22122f51da chore: extract translations (#2772) 2026-05-08 16:22:08 +10:00
David Nguyen 8671f269e8 fix: lint project (#2693) 2026-05-08 16:04:22 +10:00
David Nguyen edbf65969b fix: replace linter with biome (#2645) 2026-05-08 15:40:31 +10:00
David Nguyen 207135d6f3 feat: add new field overflow methods (#2715) 2026-05-08 15:14:27 +10:00
Ephraim Duncan da2d8ffa7e Merge branch 'main' into feat/signing-required-field-colors 2026-05-07 12:41:01 +00:00
Lucas Smith 4877d1964a chore: add translations (#2771) 2026-05-07 15:32:14 +10:00
Lucas Smith f66751668a fix: paginate and search member/group pickers (#2768) 2026-05-07 15:03:38 +10:00
github-actions[bot] bc3aa9c858 chore: extract translations (#2737) 2026-05-07 11:39:39 +10:00
Catalin Pit b79b4bd111 feat: add DD-MM-YYYY date format variants (#2767) 2026-05-06 23:34:05 +10:00
Lucas Smith 36c10d1a92 v2.10.1 2026-05-05 21:02:28 +10:00
Ephraim Duncan 8c0e029b1b feat: add pending signed PDF downloads (#2730) 2026-05-05 17:25:24 +10:00
David Nguyen f10d3284ba feat: remove default personal orgs from custom sso (#2741) 2026-05-05 14:50:07 +10:00
David Nguyen 6a6ef8d2ad feat: allow add myself feature for embeds (#2754) 2026-05-04 15:05:13 +10:00
Lucas Smith 690491c3b1 fix: prevent 2fa users from being flagged as bots (#2748) 2026-05-04 12:45:43 +10:00
Lucas Smith 6243a514af fix: csp frame-ancestors on signing routes 2026-05-02 09:55:51 +10:00
Lucas Smith a697832b43 v2.10.0 2026-05-01 21:58:05 +10:00
Lucas Smith aebb5e2067 fix: assistant signing auth (#2753) 2026-05-01 15:51:58 +10:00
David Nguyen e19b1d00d0 fix: improve embed error messages (#2752) 2026-05-01 14:24:42 +10:00
David Nguyen c428170b5c fix: allow users to download templates (#2746) 2026-04-30 16:50:07 +10:00
David Nguyen 84fc866cfb fix: improve signature rendering quality with high-resolution caching (#2745) 2026-04-30 15:21:09 +10:00
David Nguyen 5d92aaf20a feat: render signatures on pending envelopes (#2743) 2026-04-30 14:43:48 +10:00
Catalin Pit ae497092d7 fix: security improvements (#2593) 2026-04-30 14:43:20 +10:00
David Nguyen 2f4c3893a3 fix: remove envelope title cropping (#2739) 2026-04-28 16:01:19 +10:00
Lucas Smith 61338af216 chore: add translations (#2735) 2026-04-28 14:55:25 +10:00
David Nguyen 2c7a1be051 feat: add envelope ids to certs (#2733) 2026-04-28 14:54:47 +10:00
github-actions[bot] 8bad62cc92 chore: extract translations (#2734) 2026-04-27 10:57:19 +10:00
Lucas Smith 19c2f7b4a1 docs: add signing reminders guide (#2716) 2026-04-27 10:51:14 +10:00
Lucas Smith 135b676cd4 chore: add translations (#2689) 2026-04-27 10:49:09 +10:00
ephraimduncan 58ccfd5512 fix: restore field color after validation 2026-04-23 21:45:54 +00:00
ephraimduncan 223fbef143 refactor: route required field color through recipient CSS var pipeline
- Add --recipient-red HSL var and expose as recipient.red in tailwind config
- required entry delegates to generateStyles('red'), matching the pattern
  used by every other recipient color (hover/active/combobox states, shared
  ring shadow layers)
- Gate recipient ring on !isValidating in FieldRootContainer so the
  validation ring is the sole source of truth when active
- Extend RECIPIENT_DYNAMIC_CLASS safelist via CSS_VAR_RECIPIENT_COLORS
2026-04-23 17:47:25 +00:00
ephraimduncan 4c486fc1e9 feat: highlight unsigned required fields in red on signing page
Add a 'required' key to TRecipientColor with a red ring and translucent
hover fill, mirroring the recipient color shape.

Both the signing DOM container and the envelope canvas renderer now
route unsigned required fields to 'required', falling back to the
default green once a field is inserted.

On the envelope canvas, orange is now reserved for the single 'next'
field the tooltip points at (recipientFieldsRemaining[0]). Other
unsigned required fields stay red when the pending-field tooltip
is active.
2026-04-23 16:43:48 +00:00
Lucas Smith 8f3e1893c7 v2.9.1 2026-04-23 14:03:52 +10:00
Catalin Pit e063af628f feat: allow admins to remove organisation and team members (#2705) 2026-04-22 23:08:16 +10:00
Lucas Smith dc575f5c80 fix: don't block organisation member removal on billing checks (#2706) 2026-04-22 21:59:22 +10:00
Ephraim Duncan e5da5bca38 fix: unwrap webhook payload before test and resend (#2710) 2026-04-22 15:42:16 +10:00
Catalin Pit d38d703fd3 fix: error message (update title) (#2691) 2026-04-22 15:42:07 +10:00
Lucas Smith 3249f855fb fix: show captcha on challenge for sign in (#2713) 2026-04-22 14:26:15 +10:00
Lucas Smith 34b31c0d80 chore: deps upgrades (#2712) 2026-04-21 14:43:49 +10:00
Lucas Smith 198dafc8ec v2.9.0 2026-04-18 22:04:26 +10:00
armorbreak001 2f1aaa2b5d fix: prevent TooltipTrigger from submitting parent forms (fixes #2684) (#2701) 2026-04-16 14:29:35 +10:00
Lucas Smith f54a8ed72f feat: add turnstile captcha to auth flow (#2703) 2026-04-16 14:29:07 +10:00
David Nguyen 5082226e08 fix: brand logo caching (#2699) 2026-04-14 21:18:17 +10:00
David Nguyen bc82b2e70e fix: admin org sorting (#2694) 2026-04-14 21:17:16 +10:00
Ephraim Duncan 4935f387bf feat: signing reminders (#1749) 2026-04-14 21:01:53 +10:00
David Nguyen 6d7bd212bf fix: clean up duplicate dialogs (#2686) 2026-04-09 14:37:49 +10:00
David Nguyen 283334921b fix: update team member invitation ux (#2687) 2026-04-09 14:32:29 +10:00
Lucas Smith 1af83ea854 chore: add translations (#2683) 2026-04-09 14:08:44 +10:00
Lucas Smith 7cb64c3d04 fix: allow nullable document audit logs (#2682) 2026-04-08 16:23:43 +10:00
github-actions[bot] 4c69cb9c66 chore: extract translations (#2631) 2026-04-08 15:37:18 +10:00
David Nguyen 14b0b4805d feat: auto insert email and date fields (#2639) 2026-04-08 15:35:08 +10:00
Ephraim Duncan 9bfaa08d38 fix: documents table team email recipient lookup (#2578) 2026-04-07 20:10:38 +00:00
chaoliang yan 229cd2f7e9 fix: validate Resend API key before creating mail transport (#2672) 2026-04-07 12:08:29 +10:00
Swalih kolakkadan 6f650e1c2f feat: add document rename feature (#2542) (#2595) 2026-04-02 19:07:52 +11:00
Lucas Smith 0b9a23c550 fix: handle malformed pdf cropbox/mediabox entries (#2668)
Some PDFs have CropBox or MediaBox entries stored as a PDFDict
instead of the expected PDFArray, causing pdf-lib to throw during
lookup.

Wrap both box lookups in try-catch and fall back to A4 dimensions
when neither can be parsed
2026-04-02 18:58:13 +11:00
David Nguyen 3cca8cdae8 fix: labeler typo (#2670) 2026-04-02 18:57:43 +11:00
David Nguyen b13ec8909c fix: resolve incorrect recipient comparision check (#2646)
## Description

Resolve issues with comparison checks.

The `envelope-editor-provider.tsx` should be low impact since it's embed
only which will only cause the non relevant attributes (such as sent at)
to be incorrectly mapped

The `auth-provider.tsx` one should have no impact
2026-04-01 16:04:14 +11:00
David Nguyen e3b7a9e7cb feat: add ability to save documents as template (#2661) 2026-04-01 16:03:26 +11:00
Timur Ercan 74d79dc6b2 chore: update labeler.yml (#2653) 2026-04-01 15:26:45 +11:00
jpsimonsen 1c82595c12 feat: webhook allow private hosts (#2654) 2026-04-01 15:22:07 +11:00
Lucas Smith ad559f72dd feat: add BullMQ background job provider with Bull Board dashboard (#2657)
Add a new BullMQ/Redis-backed job provider as an alternative to the
existing Inngest and Local providers. Includes Bull Board UI for job
monitoring at /api/jobs/board (admin-only in production, open in dev).
2026-04-01 13:07:47 +11:00
Lucas Smith 025a27d385 docs: add user-facing documentation for recipient expiration (#2659) 2026-03-30 12:24:18 +11:00
Catalin Pit a71c44570b feat: admin panel org improvements (#2548)
## Description

- Add a new team page showing team details, global settings, members,
and pending invites
- Update the organisation page to display organisation usage and global
settings
- Show the role and ID of each organisation member, with navigation to
their teams

## Checklist

<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->

- [ ] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
2026-03-27 11:55:33 +02:00
Catalin Pit f5b3babcbb feat: display the field id in dev mode (#2658) 2026-03-27 00:40:29 +11:00
Lucas Smith 2346de83a6 fix: replace z.string().email() with RFC 5322 compliant zEmail() (#2656) 2026-03-26 16:31:21 +11:00
Lucas Smith 814f6e62de fix: replace z.string().email() with RFC 5322 compliant ZEmail/zEmail (#2655) 2026-03-26 13:31:26 +11:00
Lucas Smith 0434bdfacf fix: require billing address on checkout (#2647) 2026-03-25 15:07:27 +11:00
David Nguyen 53b6078fa9 fix: missing embed direct template email validation (#2635) 2026-03-23 15:12:42 +11:00
Catalin Pit 5be71cca21 feat: add option to disable Document created from template (#2609) 2026-03-23 15:11:42 +11:00
David Nguyen ace472c294 fix: prevent managers from deleting admin invitations (#2636) 2026-03-20 22:26:59 +11:00
David Nguyen b2d395e00b fix: stale envelope editor query (#2633) 2026-03-19 17:22:07 +11:00
Lucas Smith dd1b6d7dfe chore: add translations (#2632) 2026-03-19 16:02:09 +11:00
Lucas Smith bef3ea483d chore: add translations (#2630) 2026-03-19 15:57:31 +11:00
David Nguyen e87aa29823 feat: add page title translations (#2629) 2026-03-19 15:44:53 +11:00
Niels Kaspers 4f8132be61 fix(ui): add scroll to date format dropdown (#2626) 2026-03-19 14:47:38 +11:00
David Nguyen 9cf8ed1d00 fix: resolve envelope editor settings ccer logic (#2628)
## Description

Fix issue where having a CCer for a draft document would prevent
changing the date/timezone and some other settings.
2026-03-19 14:21:28 +11:00
github-actions[bot] 108d422a2e chore: extract translations (#2613) 2026-03-19 14:18:42 +11:00
David Nguyen 48fb066b9a feat: allow editing pending envelope titles (#2604) 2026-03-19 14:03:30 +11:00
David Nguyen 0b605d61c6 feat: add envelope pdf replacement (#2602) 2026-03-18 22:53:28 +11:00
Ted Liang 5dcdac7ecd feat: support language in embedding (#2364) 2026-03-18 16:17:23 +11:00
Abdul Alim f48aa84c9e fix(recipient): filter invalid emails in suggestions (#2510) 2026-03-18 14:43:44 +11:00
Catalin Pit 455fef70bd fix: folder view all page nested navigation and search filtering (#2450)
Add parentId query param support to documents/templates folder index
pages so View All correctly shows subfolders. Fix search not filtering
unpinned folders on documents page and broken mt- Tailwind class on
templates page.
2026-03-17 12:02:32 +02:00
Konrad 647dc5fc2d fix(i18n): mark billing messages for translation (#2525) 2026-03-17 12:05:27 +11:00
Lucas Smith de134afba1 v2.8.1 2026-03-17 01:30:28 +11:00
Ephraim Duncan 36bbd97514 feat: add organisation template type (#2611) 2026-03-17 01:29:34 +11:00
Ephraim Duncan 943a0b50e3 perf: parallelize async operations in duplicateEnvelope (#2619) 2026-03-16 02:34:08 +00:00
Ephraim Duncan 6ef501c9f2 perf: parallelize getTeamSettings and getEditorEnvelopeById (#2617) 2026-03-16 11:13:39 +11:00
Ephraim Duncan ac09a48eaa perf: parallelize independent async operations in createEnvelope (#2618) 2026-03-16 11:13:36 +11:00
Ephraim Duncan 70fb834a6a feat: add more webhook events (#2125) 2026-03-15 19:47:52 +11:00
Ephraim Duncan 66e357c9b3 feat: add email domain restriction for signups (#2266)
Co-authored-by: Lucas Smith <me@lucasjamessmith.me>
2026-03-14 16:32:34 +11:00
Ted Liang 3106fd7483 fix: exclude native modules from Vite dependency optimization (#2615) 2026-03-14 11:51:00 +11:00
Catalin Pit 32c54e1245 fix: hide name/email in embed signing when provided via prop (#2600)
## Description

When signing via embed, recipient name and email provided through the
embed context were ignored if the DB recipient record had empty values.

This fix adds:
- the signing context's fullName and email as fallbacks in the recipient
payload
- keeps the form in sync with values instead of defaultValues
- ensures the override payload is sent even when the form is hidden
2026-03-13 21:59:10 +11:00
Ted Liang 83fbc70a1c refactor: avoid recipient color duplication (#2355) 2026-03-13 15:52:15 +11:00
Lucas Smith 1ee6ec87a2 chore: add translations (#2614) 2026-03-13 15:22:20 +11:00
Lucas Smith 6b1b1d0417 fix: improve webhook execution (#2608)
Webhook URLs were being fetched without validating whether they
resolved to private/loopback addresses, exposing the server to SSRF.

Current SSRF is best effort and fail open, you should never host
services that
you cant risk exposure of.

This extracts webhook execution into a shared module that validates
URLs against private IP ranges (including DNS resolution), enforces
timeouts, and disables redirect following. The resend route now
queues through the job system instead of calling fetch inline.
2026-03-13 15:02:09 +11:00
Lucas Smith 9f680c7a61 perf: set global prisma transaction timeouts and reduce transaction scope (#2607)
Configure default transaction options (5s maxWait, 10s timeout) on the
PrismaClient instead of per-transaction overrides. Move side effects
like email sending, webhook triggers, and job dispatches out of
$transaction blocks to avoid holding database connections open during
network I/O.

Also extracts the direct template email into a background job and fixes
a bug where prisma was used instead of tx inside a transaction.
2026-03-13 14:51:53 +11:00
github-actions[bot] 76d96d2f65 chore: extract translations (#2583) 2026-03-13 14:50:48 +11:00
David Nguyen 2f2b5dd232 feat: allow creating embeds in folder (#2612)
## Description

Allow passing in a `folderId` when creating an embedded envelope 

## Embed repo changes here

https://github.com/documenso/embeds/pull/69/changes
2026-03-13 14:50:14 +11:00
David Nguyen 8d97f1dcfa fix: resolve error flash on page refresh (#2606) 2026-03-13 12:37:30 +11:00
David Nguyen e67e19358a fix: add hipaa flag (#2603) 2026-03-13 12:06:10 +11:00
Timur Ercan 364537e8fe chore: update hipaa status in docs (#2599) 2026-03-13 12:00:05 +11:00
Joshua Sharp 4751c9cecc fix: template description overflow (#2605) 2026-03-12 18:15:21 +11:00
VIVEK TIWARI a5fd814fbc fix: handle invalid qr share tokens without 500 (#2597) 2026-03-12 13:46:17 +11:00
Ephraim Duncan 1d2c781a6d docs: add organisation ownership transfer guide (#2601) 2026-03-12 13:39:37 +11:00
Lucas Smith 03ca3971a0 perf: upgrade @libpdf/core to 0.3.3 and deduplicate font registration (#2598)
Upgrade @libpdf/core from 0.2.12 to 0.3.3, which includes:
- WebCrypto SHA-256 replacing pure-JS @noble/hashes (10x signing
speedup)
- Iterative collectReachableRefs (fixes stack overflow on large PDFs)
- Iterative Math.max helpers in xref writer (fixes remaining stack
overflow)

Extract duplicated FontLibrary.use() calls from render-certificate,
render-audit-logs, and insert-field-in-pdf-v2 into a shared
ensureFontLibrary() helper with has() guards so fonts are only
registered once per process.
2026-03-11 20:23:18 +11:00
1638 changed files with 53716 additions and 38629 deletions
@@ -0,0 +1,239 @@
---
date: 2026-03-26
title: Bullmq Background Jobs
---
## Context
The codebase has a well-designed background job provider abstraction (`BaseJobProvider`) with two existing implementations:
- **InngestJobProvider** — cloud/SaaS provider, externally hosted
- **LocalJobProvider** — database-backed (Postgres via Prisma), uses HTTP self-calls to dispatch
The goal is to add a third provider backed by a proper job queue library for self-hosted deployments that need more reliability than the Local provider offers.
### Current Architecture
All code lives in `packages/lib/jobs/`:
- `client/base.ts` — Abstract `BaseJobProvider` with 4 methods: `defineJob()`, `triggerJob()`, `getApiHandler()`, `startCron()`
- `client/client.ts``JobClient` facade, selects provider via `NEXT_PRIVATE_JOBS_PROVIDER` env var
- `client/inngest.ts` — Inngest implementation
- `client/local.ts` — Local/Postgres implementation
- `client/_internal/job.ts` — Core types: `JobDefinition`, `JobRunIO`, `SimpleTriggerJobOptions`
- `definitions/` — 19 job definitions (15 event-triggered, 4 cron)
The `JobRunIO` interface provided to handlers includes:
- `runTask(cacheKey, callback)` — idempotent task execution (cached via `BackgroundJobTask` table)
- `triggerJob(cacheKey, options)` — chain jobs from within handlers
- `wait(cacheKey, ms)` — delay/sleep (not implemented in Local provider)
- `logger` — structured logging
### Local Provider Limitations
The current Local provider has several issues that motivate this work:
1. `io.wait()` throws "Not implemented"
2. HTTP self-call with 150ms fire-and-forget `Promise.race` is fragile
3. No concurrency control — jobs run in the web server process
4. No real retry backoff (immediate re-dispatch)
5. No monitoring/visibility into job status
6. Jobs compete for resources with HTTP request handling
---
## Provider Evaluation
Three alternatives were evaluated against the existing provider interface and project requirements.
### BullMQ (Redis-backed) — Recommended
| Attribute | Detail |
| ------------------- | -------------------------- |
| Backend | Redis 7.x |
| npm downloads/month | ~15M |
| TypeScript | Native |
| Delayed jobs | Yes (ms precision) |
| Cron/repeatable | Yes (`upsertJobScheduler`) |
| Retries + backoff | Yes (exponential, custom) |
| Concurrency control | Yes (per-worker) |
| Rate limiting | Yes (per-queue, per-group) |
| Dashboard | Bull Board (mature) |
| New infrastructure | Yes — Redis required |
**Why BullMQ**: Most mature and widely-adopted Node.js queue. Native delayed jobs solve the `io.wait()` gap. Redis is purpose-built for queue workloads and keeps Postgres clean for application data. Bull Board gives immediate operational visibility. The provider abstraction already exists so wrapping BullMQ is straightforward.
**Trade-off**: Requires Redis, which is additional infrastructure. However, Redis is a single Docker Compose service or a free Upstash tier, and the operational benefit is significant.
### pg-boss (PostgreSQL-backed) — Strong Alternative
| Attribute | Detail |
| ------------------- | ----------------------------- |
| Backend | PostgreSQL (existing) |
| npm downloads/month | ~1.4M |
| TypeScript | Native |
| Delayed jobs | Yes (`startAfter`) |
| Cron/repeatable | Yes (`schedule()`) |
| New infrastructure | No — reuses existing Postgres |
**Why it could work**: Zero new infrastructure since the project already uses Postgres. API maps well to existing patterns.
**Why it's second choice**: Polling-based (no LISTEN/NOTIFY), adds write amplification to the primary database, smaller ecosystem, no dashboard. At scale, queue operations on the primary database become a concern.
### Graphile Worker (PostgreSQL-backed) — Less Suitable
Uses LISTEN/NOTIFY for instant pickup but has a file-based task convention and separate schema that don't mesh well with the existing Prisma-centric architecture. Would require more adapter work.
### Improving the Local Provider — Not Recommended
Fixing the Local provider's issues (wait support, replacing HTTP self-calls, adding concurrency control, backoff) essentially means rebuilding a queue library from scratch with less robustness and no community maintenance.
---
## Recommendation
**Proceed with BullMQ.** It's the most capable option, maps cleanly to the existing provider interface, and is the standard choice for production Node.js applications. Redis is lightweight infrastructure with managed options available at every cloud provider.
**If Redis is a hard blocker**, pg-boss is the clear fallback — but the plan below assumes BullMQ.
---
## Implementation Plan
### Phase 1: BullMQ Provider Core
**File: `packages/lib/jobs/client/bullmq.ts`**
Create `BullMQJobProvider extends BaseJobProvider` with singleton pattern matching the existing providers.
Key implementation details:
1. **Constructor / `getInstance()`**
- Initialize a Redis `IORedis` connection using new env var: `NEXT_PRIVATE_REDIS_URL`
- Create a single `Queue` instance for dispatching jobs, using `NEXT_PRIVATE_REDIS_PREFIX` as the BullMQ `prefix` option (defaults to `documenso` if unset). This namespaces all Redis keys so multiple environments (worktrees, branches, developers) sharing the same Redis instance don't collide.
- Create a single `Worker` instance for processing jobs (in-process, same prefix)
- Store job definitions in a `_jobDefinitions` record (same pattern as Local provider)
2. **`defineJob()`**
- Store definition in `_jobDefinitions` keyed by ID
- If the definition has a `trigger.cron`, register it via `queue.upsertJobScheduler()` with the cron expression
3. **`triggerJob(options)`**
- Find eligible definitions by `trigger.name` (same lookup as Local provider)
- For each, call `queue.add(jobDefinitionId, payload)` with appropriate options
- Support `options.id` for deduplication via BullMQ's `jobId` option
4. **`getApiHandler()`**
- Return a minimal health-check / queue-status handler. Unlike the Local provider, BullMQ workers don't need an HTTP endpoint to receive jobs — they pull from Redis directly. The API handler can return queue metrics for monitoring.
5. **`startCron()`**
- No-op — cron is handled by BullMQ's `upsertJobScheduler` registered during `defineJob()`
6. **Worker setup**
- Single worker processes all job types by dispatching to the correct handler from `_jobDefinitions`
- Configure concurrency with a default of 10 (overridable via `NEXT_PRIVATE_BULLMQ_CONCURRENCY` env var for those who need to tune it)
- Configure retry with exponential backoff: `backoff: { type: 'exponential', delay: 1000 }`
- Default 3 retries (matching current Local provider behavior)
7. **`createJobRunIO(jobId)`** — Implement `JobRunIO`:
- `runTask()`: Reuse the existing `BackgroundJobTask` Prisma table for idempotent task tracking (same pattern as Local provider)
- `triggerJob()`: Delegate to `this.triggerJob()`
- `wait()`: Throw "Not implemented" (same as Local provider). No handler uses `io.wait()` so this has zero impact
- `logger`: Same console-based logger pattern as Local provider
### Phase 2: Provider Registration
**File: `packages/lib/jobs/client/client.ts`**
Add `'bullmq'` case to the provider match:
```typescript
this._provider = match(env('NEXT_PRIVATE_JOBS_PROVIDER'))
.with('inngest', () => InngestJobProvider.getInstance())
.with('bullmq', () => BullMQJobProvider.getInstance())
.otherwise(() => LocalJobProvider.getInstance());
```
**File: `packages/tsconfig/process-env.d.ts`**
Add `'bullmq'` to the `NEXT_PRIVATE_JOBS_PROVIDER` type union and add Redis env var types:
```typescript
NEXT_PRIVATE_JOBS_PROVIDER?: 'inngest' | 'local' | 'bullmq';
NEXT_PRIVATE_REDIS_URL?: string;
NEXT_PRIVATE_REDIS_PREFIX?: string;
NEXT_PRIVATE_BULLMQ_CONCURRENCY?: string;
```
**File: `.env.example`**
Add Redis configuration examples:
```env
NEXT_PRIVATE_JOBS_PROVIDER="local" # Options: local, inngest, bullmq
NEXT_PRIVATE_REDIS_URL="redis://localhost:63790"
NEXT_PRIVATE_REDIS_PREFIX="documenso" # Namespace for Redis keys (useful when sharing a Redis instance)
```
**File: `turbo.json`**
Add `NEXT_PRIVATE_REDIS_URL`, `NEXT_PRIVATE_REDIS_PREFIX`, and `NEXT_PRIVATE_BULLMQ_CONCURRENCY` to the env vars list for cache invalidation.
### Phase 3: Infrastructure & Dependencies
**File: `packages/lib/package.json`**
Add dependencies:
- `bullmq` — the queue library
- `ioredis` — Redis client (peer dependency of BullMQ, but explicit is better)
**File: `docker-compose.yml` (or equivalent)**
Add Redis service for local development:
```yaml
redis:
image: redis:7-alpine
ports:
- '6379:6379'
```
### Phase 4: Optional Enhancements
These are not required for the initial implementation but worth considering for follow-up:
1. **Bull Board integration** — Add a `/api/jobs/dashboard` route that serves Bull Board UI for monitoring. Gate behind an admin auth check.
2. **Separate worker process** — Add an `apps/worker` entry point that runs BullMQ workers without the web server, for deployments that want to isolate job processing from request handling.
3. **Graceful shutdown** — Register `SIGTERM`/`SIGINT` handlers to call `worker.close()` and `queue.close()` for clean shutdown.
4. **BackgroundJob table integration** — Optionally continue writing to the `BackgroundJob` Prisma table for audit/history, using BullMQ events (`completed`, `failed`) to update status. This preserves the existing database-level visibility.
---
## Files to Create/Modify
| File | Action | Description |
| ------------------------------------ | ---------- | ---------------------------------------- |
| `packages/lib/jobs/client/bullmq.ts` | **Create** | BullMQ provider implementation |
| `packages/lib/jobs/client/client.ts` | Modify | Add `'bullmq'` provider case |
| `packages/tsconfig/process-env.d.ts` | Modify | Add type for `'bullmq'` + Redis env vars |
| `.env.example` | Modify | Add Redis config example |
| `turbo.json` | Modify | Add Redis env var to cache keys |
| `packages/lib/package.json` | Modify | Add `bullmq` + `ioredis` dependencies |
| `docker-compose.yml` | Modify | Add Redis service |
---
## Open Questions
1. **Should the BullMQ provider also write to the `BackgroundJob` Prisma table?** This would maintain audit history and allow existing admin tooling to query job status. Trade-off is dual-write complexity.
2. **Redis connection resilience**: Should the provider gracefully degrade if Redis is unavailable (e.g., fall back to Local provider), or fail hard? Failing hard is simpler and more predictable.
## Resolved Questions
- **`io.wait()`**: Not a concern. Only Inngest implements it (via `step.sleep`), the Local provider throws "Not implemented", and no job handler calls `io.wait()`. The BullMQ provider can throw "Not implemented" identically to the Local provider.
@@ -0,0 +1,138 @@
---
date: 2026-05-06
title: Platform Signing Page Branding
---
## What
Platform-plan organisations (and their teams) can customise the **non-embed
signing pages** (`/sign/:token`, `/d/:token`, and the sibling
complete/expired/rejected/waiting pages) with:
- Six brand colour tokens (background, foreground, primary, primary-foreground,
border, ring) plus a border-radius length.
- A free-text custom CSS block (up to 256 KB).
Settings live on `OrganisationGlobalSettings` and `TeamGlobalSettings`. Teams
inherit from the org via the existing `brandingEnabled === null` mechanism.
## Why
- Embed customers already have white-label CSS; Platform customers want the
same coverage on direct signing URLs that they iframe or link to.
- Persisting on org/team (not per envelope) means it's set-and-forget.
- Sanitising **on save** lets us inline the verbatim string at SSR — no
per-render parsing cost, no `<style>.innerHTML` injection on the client.
- Reusing the existing `embedSigningWhiteLabel` claim flag keeps "if you can
white-label an embed, you can white-label this" as one decision.
## How
### Storage (`packages/prisma/schema.prisma`)
Two new fields on each settings model. No new tables.
| Field | Org type | Team type |
| ---------------- | ------------------ | ------------------ |
| `brandingColors` | `Json?` (nullable) | `Json?` (nullable) |
| `brandingCss` | `String @default("")` | `String?` |
Colours are validated against `ZCssVarsSchema`. The team's `null` means
"inherit"; an empty colour object is collapsed to `null` server-side so a
team toggling `brandingEnabled = true` without filling in colours doesn't
silently override the org's defaults with nothing.
### Sanitiser (`packages/lib/utils/sanitize-branding-css.ts`)
PostCSS + `postcss-selector-parser`. Runs on save only.
- Drops selectors containing `::before`/`::after`/`::backdrop`/`::marker` or
the universal `*`.
- Drops integrity-breaking properties (`display`, `position`, `transform`,
layout-affecting dimensions, text-hiding properties).
- Drops declaration values containing `url(`, `expression(`, `@import`,
`javascript:`.
- Strips `!important`.
- Allows `@media` only; drops other at-rules.
- **Does not** rewrite selectors. Scoping happens at render time via native
CSS nesting under `.documenso-branded { ... }`.
- Final-pass tripwire: if a literal `</style` somehow survives serialization,
reject the entire output. PostCSS already escapes `<` to `\3c` whenever it
would form `</...`; the explicit check is belt-and-braces in case a future
serializer regresses.
- Returns `{ css, warnings[] }`. Warnings are surfaced in the UI.
Border-radius is the only token interpolated raw into a `<style>` block; it
is regex-validated (`CSS_LENGTH_REGEX`) at both the Zod schema and the
runtime `toNativeCssVars` call. Belt-and-braces against schema drift.
### Render (`apps/remix/app/components/general/recipient-branding.tsx`)
Each recipient loader calls `loadRecipientBrandingByTeamId` and threads the
payload through to `<RecipientBranding>`, which emits a single
nonce-attributed `<style>`:
```
.documenso-branded {
--background: ...; ...
<user css>
}
```
Native CSS nesting expands user rules under the wrapper. The body class is
applied unconditionally to recipient routes in `root.tsx` via `useMatches()`
so portaled Radix content (dialogs, popovers, tooltips, dropdowns) inherits
the scope.
CSP for recipient routes already supports `<style nonce>`; no policy
changes needed.
### Plan gate
`organisationClaim.flags.embedSigningWhiteLabel || !IS_BILLING_ENABLED()`.
Self-hosted instances always allow. The outer paywall for logo/URL/details
stays on `allowCustomBranding` (Team plan and up); only the new
colour/CSS section is Platform-only.
### UI (`apps/remix/app/components/forms/branding-preferences-form.tsx`)
Extends the existing branding form. Six `<ColorPicker showHex>` (rewritten
to use the native `<input type="color">` instead of `react-colorful`, which
was removed) in a 2-col grid, plus a free-text radius input and an
`<Accordion>` revealing a mono `<Textarea>`. Defaults come from
`packages/lib/constants/theme.ts` (light-mode hex mirror of `theme.css`).
Warnings from the sanitiser are surfaced in an `<Alert variant="warning">`
after save, and the `brandingCss` textarea is re-synced from the persisted
value so the user sees exactly what was stored. Other fields are
deliberately NOT reset on settings refetch — that would clobber in-flight
edits.
### TRPC
`update-organisation-settings` and `update-team-settings` accept the new
fields, run them through `sanitizeBrandingCss` + `normalizeBrandingColors`,
and return any sanitiser warnings to the client. The team route treats
`null` as "inherit"; an empty post-sanitisation string is collapsed to
`null` (team) so an empty override doesn't mask the org's CSS.
## Known accepted limitations
- The sanitiser does not prevent hostile-but-syntactically-valid CSS
(`color: transparent`, low-contrast values, etc.). The customer is
branding **their own** signing pages — we focus on integrity (no
overlay/hide/exfiltrate), not aesthetic policing.
- User rules targeting `body`/`html`/`:root` no-op once nested under the
wrapper class. Documented for users.
- CSS nesting baseline is Chrome 120+ / Firefox 117+ / Safari 16.5+.
Acceptable for the Platform-tier audience.
- No automated `theme.css``theme.ts` sync check; fat comment in
`theme.ts` reminds devs to update both.
- Per-section team inherit is coarse — `brandingEnabled = null` inherits
everything from the org. Per-field inherit toggles are deferred.
## Out of scope
Live preview, embed-route sanitiser unification, email/PDF certificate
branding, custom font upload, the full ~30 colour tokens in the picker UI,
wiring `hidePoweredBy` through to the actual footer.
@@ -0,0 +1,94 @@
---
date: 2026-04-22
title: Partial Signed Pdf Download
---
## Summary
Let team members fetch a PDF with all currently-inserted fields burned in while the envelope is still in `PENDING` status. Today the only available bytes for a pending envelope are the original (no fields) - the sealed PDF only materialises after the last recipient signs and the `seal-document` job runs.
Exposed in two places:
- v2 API: `GET /api/v2/envelope/item/{envelopeItemId}/download?version=pending` (API-token auth)
- UI: a `Partial` button in the existing `EnvelopeDownloadDialog`, alongside `Original`. Replaces the `Signed` slot when the envelope is `PENDING`. Backed by the existing session-authed file route `GET /api/files/envelope/{envelopeId}/envelopeItem/{id}/download/pending`.
## Scope
- v2 API only (no v1).
- `internalVersion === 2` envelopes only. Legacy v1 returns 400 `ENVELOPE_LEGACY`.
- Team-side / owner only. No recipient-token download path - recipients have the in-app overlay viewer for verification, and a downloadable half-signed PDF is a leak vector for partially-executed contracts. Enforced both at the server (the recipient-token file route does not accept `pending`) and at the UI (the dialog hides the Partial button when a recipient token is set).
- No PKI signature, no certificate page, no audit log appendix - the response is explicitly not a final executed document.
- No watermark or banner text. The filename suffix (`_pending.pdf`), the `Cache-Control: no-store, private` header, and the absence of a PKI signature are sufficient to signal draft status.
## Behaviour
API response matrix (both `/api/v2/envelope/item/{id}/download?version=pending` and the UI-facing `/api/files/envelope/{envelopeId}/envelopeItem/{id}/download/pending`):
| Envelope status | Response |
|---|---|
| `PENDING` (v2) | 200, PDF with currently-inserted fields burned in |
| `PENDING` (v1) | 400 `ENVELOPE_LEGACY` |
| `DRAFT` | 400 `ENVELOPE_DRAFT` |
| `COMPLETED` | 400 `ENVELOPE_COMPLETED` |
| `REJECTED` | 400 `ENVELOPE_REJECTED` |
All v1-vs-v2 / status-mismatch errors are 4xx so callers can cleanly separate them from real server failures (5xx). Specifically v1 PENDING returns 400 not 501: 5xx is reserved for actual server problems, while "this envelope can't satisfy this request shape" is a client-addressable condition.
Filename: `{title}_pending.pdf`.
ETag is content-addressed over `sha256(envelope.status + sorted((field.id, field.customText, field.signature?.id, field.signature?.created) for inserted===true fields))`. Returns 304 on `If-None-Match` match.
No persistent caching. Generated on-demand per request when ETag misses.
Error response shape (envelope item v2 download route and the team-side file route): preserves the existing `{ error: <message> }` field for backwards compatibility and adds `code: <APP_ERROR_CODE>` as a new field for callers that want to branch on it. The document download route (`/document/{documentId}/download`) is untouched.
## UI
`apps/remix/app/components/dialogs/envelope-download-dialog.tsx`:
- The dialog shows `Original` plus one of:
- `Signed` when status is `COMPLETED` (existing behaviour)
- `Partial` when status is `PENDING`, there is no recipient token, and the envelope is not legacy (`!isLegacy`)
- nothing otherwise
- New optional prop `isLegacy?: boolean`. Only consulted to gate the `Partial` button, so callers whose status can never be `PENDING` (DRAFT/COMPLETED/REJECTED hardcoded, or `isComplete: true` matchers) and callers that always set a recipient token can omit it. Three call sites pass it (`isLegacy={envelope.internalVersion === 1}`): `documents-table-action-dropdown.tsx`, `envelope-editor.tsx`, `document-page-view-dropdown.tsx`. The other eight callers were left alone.
Trade-off: a future team-side dialog usage where status could be PENDING but the dev forgets `isLegacy` will silently not render the Partial button. The status gate prevents an actively broken click; missing button is discoverable in testing. Required-prop alternative was rejected because eight of eleven call sites would carry a meaningless value.
## Files
Server:
- `apps/remix/server/api/download/download.types.ts` - added `'pending'` to the `version` enum; split the validator into `param` (envelopeItemId) + `query` (version). The original wiring as a path-param validator was a pre-existing bug: requests like `?version=original` were silently returning the signed PDF since `version` actually arrives as a query string. Fixed as a side effect.
- `packages/trpc/server/envelope-router/download-envelope-item.types.ts` - mirrored the enum change in the OpenAPI schema.
- `apps/remix/server/api/download/download.ts` - the envelope item v2 route now fetches envelope recipients alongside the envelope, branches on `version` when calling the helper, and emits AppError responses as `{ error, code }` consistently across all status codes.
- `apps/remix/server/api/files/files.types.ts` - added `'pending'` to the team-side download schema only. The recipient-token download schema is untouched, so `/api/files/token/.../download/pending` is rejected by the schema validator.
- `apps/remix/server/api/files/files.ts` - the team-side download handler fetches envelope recipients and dispatches the `pending` branch through the same `handleEnvelopeItemFileRequest` helper. Wrapped in a try/catch that returns `{ error, code }` for AppErrors.
- `apps/remix/server/api/files/files.helpers.ts` - `handleEnvelopeItemFileRequest` is now a single entry point taking a discriminated-union options type. The static-file flow (`signed`/`original`) and the on-demand pending flow are private helpers in the same module.
- `packages/lib/server-only/pdf/generate-partial-signed-pdf.ts` (new) - small orchestrator that loads the original PDF, groups inserted fields by page, calls the existing `insertFieldInPDFV2` overlay helper for each page, flattens, and saves.
- `packages/lib/errors/app-error.ts` - added `ENVELOPE_DRAFT`, `ENVELOPE_COMPLETED`, `ENVELOPE_REJECTED`, `ENVELOPE_LEGACY` codes, all mapped to 400. The legacy-envelope case deliberately returns 4xx rather than 501 to keep "this resource can't satisfy this operation" distinct from real 5xx server failures in caller logs/metrics.
Client:
- `packages/lib/utils/envelope-download.ts` - `EnvelopeItemPdfUrlOptions` download variant now allows `'pending'` as a version. The recipient-token URL builder will produce a URL the server rejects, but the dialog gates on no-token at the call site.
- `packages/lib/client-only/download-pdf.ts` - `DocumentVersion` extended; filename suffix logic moved into a small switch (`_signed.pdf`, `_pending.pdf`, `.pdf`).
- `apps/remix/app/components/dialogs/envelope-download-dialog.tsx` - secondary download derivation with the new `Partial` branch, optional `isLegacy` prop.
- `apps/remix/app/components/tables/documents-table-action-dropdown.tsx`, `apps/remix/app/components/general/envelope-editor/envelope-editor.tsx`, `apps/remix/app/components/general/document/document-page-view-dropdown.tsx` - pass `isLegacy={envelope.internalVersion === 1}` (or `row.internalVersion === 1`) to the dialog.
## Verification
1. E2E (`packages/app-tests/e2e/api/v2/partial-signed-pdf-download.spec.ts`):
- Pending envelope, recipient 1 signs, API token download with `?version=pending` returns 200 + PDF; subsequent call with `If-None-Match: <etag>` returns 304; after recipient 2 completes the envelope flips to `COMPLETED` and the same call returns 400 `ENVELOPE_COMPLETED`; `?version=signed` then succeeds.
- Draft envelope returns 400 `ENVELOPE_DRAFT`.
- `internalVersion === 1` pending envelope returns 400 `ENVELOPE_LEGACY`.
2. `npx tsc --noEmit -p apps/remix/tsconfig.json` and `npm run lint`.
3. Manual: open the Documents table or envelope editor on a PENDING envelope (v2), open the download dialog, confirm `Partial` appears alongside `Original` and produces a `_pending.pdf` with current fields burned in. Same dialog on a COMPLETED envelope shows `Signed`. Same dialog on a v1 PENDING envelope shows neither (status gate would show Partial, but the `isLegacy` flag filters it out).
## Out of Scope / Follow-ups
- Recipient-token download path (API and UI) - decided against. Revisit if there is concrete demand and a story for limiting the leak vector.
- v1 API parity / v1 partial rendering - not building. Implementing partial for v1 would require porting `legacy_insertFieldInPDF` / `insertFieldInPDFV1` into a partial-only flow, which is code with no long-term home as v1 is being phased out.
- Document download route (`/document/{documentId}/download`) - untouched. Same error shape and validator wiring as before. Consider normalising to the same `{ error, code }` shape in a follow-up if any caller wants to branch on `code` from that route.
- Persistent caching layer / job-queue generation - revisit if p95 latency on large PDFs becomes an issue.
- Specific toast for `ENVELOPE_LEGACY` in the dialog - currently the catch-all "Something went wrong" handles it. Worth a polish if v1 PENDING envelopes are common in your data and we see complaints. (Note: with the `isLegacy` gate at the UI, the error is unreachable from the dialog itself; the API can still surface it for direct callers.)
+42 -1
View File
@@ -35,6 +35,8 @@ NEXT_PRIVATE_OIDC_PROMPT="login"
NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
# URL used by the web app to request itself (e.g. local background jobs)
NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
# OPTIONAL: Comma-separated hostnames or IPs whose webhooks are allowed to resolve to private/loopback addresses. (e.g., internal.example.com,192.168.1.5).
NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS=
# [[SERVER]]
# OPTIONAL: The port the server will listen on. Defaults to 3000.
@@ -143,16 +145,33 @@ NEXT_PRIVATE_STRIPE_API_KEY=
NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
# [[BACKGROUND JOBS]]
# Available options: local (default) | inngest | bullmq
NEXT_PRIVATE_JOBS_PROVIDER="local"
NEXT_PRIVATE_INNGEST_EVENT_KEY=
# OPTIONAL: Redis URL for the BullMQ jobs provider.
NEXT_PRIVATE_REDIS_URL="redis://localhost:63790"
# OPTIONAL: Key prefix for Redis to namespace queues (useful when sharing a Redis instance).
NEXT_PRIVATE_REDIS_PREFIX="documenso"
# OPTIONAL: Number of concurrent jobs to process. Defaults to 10.
# NEXT_PRIVATE_BULLMQ_CONCURRENCY=10
# [[FEATURES]]
# OPTIONAL: Leave blank to disable PostHog and feature flags.
NEXT_PUBLIC_POSTHOG_KEY=""
# OPTIONAL: Leave blank to disable billing.
NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
# OPTIONAL: Leave blank to allow users to signup through /signup page.
# OPTIONAL: Set to "true" to disable all signup methods (email, Google, Microsoft, OIDC, including the organisation OIDC portal).
NEXT_PUBLIC_DISABLE_SIGNUP=
# OPTIONAL: Set to "true" to disable email/password signup only.
NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP=
# OPTIONAL: Set to "true" to block new-account creation through Google. Existing linked users can still sign in.
NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP=
# OPTIONAL: Set to "true" to block new-account creation through Microsoft. Existing linked users can still sign in.
NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=
# OPTIONAL: Set to "true" to block new-account creation through OIDC (including the organisation portal).
NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=
# OPTIONAL: Comma-separated list of email domains allowed to sign up (e.g., example.com,acme.org).
NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=
# OPTIONAL: Set to true to use internal webapp url in browserless requests.
NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
@@ -171,6 +190,14 @@ GOOGLE_VERTEX_LOCATION="global"
# https://console.cloud.google.com/vertex-ai/studio/settings/api-keys
GOOGLE_VERTEX_API_KEY=""
# [[CLOUDFLARE TURNSTILE]]
# OPTIONAL: Cloudflare Turnstile site key (public). When configured, Turnstile challenges
# will be shown on sign-up (visible) and sign-in (invisible) pages.
# See: https://developers.cloudflare.com/turnstile/
NEXT_PUBLIC_TURNSTILE_SITE_KEY=
# OPTIONAL: Cloudflare Turnstile secret key (server-side verification).
NEXT_PRIVATE_TURNSTILE_SECRET_KEY=
# [[E2E Tests]]
E2E_TEST_AUTHENTICATE_USERNAME="Test User"
E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
@@ -184,3 +211,17 @@ NEXT_PRIVATE_LOGGER_FILE_PATH=
# [[PLAIN SUPPORT]]
NEXT_PRIVATE_PLAIN_API_KEY=
# [[DOCUMENT CONVERSION]]
# OPTIONAL: Base URL of a Gotenberg-compatible service used to convert uploaded
# DOCX files to PDF on the server. When unset, DOCX uploads are disabled and
# only PDF is accepted. The dev docker compose exposes Gotenberg on port 3005.
# NEXT_PRIVATE_DOCUMENT_CONVERSION_URL="http://localhost:3005"
# OPTIONAL: Per-request timeout in milliseconds for the conversion service.
# Defaults to 30000 (30s) if unset.
# NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS=30000
# OPTIONAL: HTTP Basic auth credentials for the conversion service. Set both
# when the service is started with `--api-enable-basic-auth` (the dev compose
# does this; the matching values there are `documenso` / `password`).
# NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
# NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=password
-8
View File
@@ -1,8 +0,0 @@
# Config files
*.config.js
*.config.cjs
# Statically hosted javascript files
apps/*/public/*.js
apps/*/public/*.cjs
scripts/
-16
View File
@@ -1,16 +0,0 @@
/** @type {import('eslint').Linter.Config} */
module.exports = {
root: true,
extends: ['@documenso/eslint-config'],
rules: {
'@next/next/no-img-element': 'off',
'no-unreachable': 'error',
'react-hooks/exhaustive-deps': 'off',
},
settings: {
next: {
rootDir: ['apps/*/'],
},
},
ignorePatterns: ['lingui.config.ts', 'packages/lib/translations/**/*.js'],
};
+4 -18
View File
@@ -1,4 +1,4 @@
name: 'Setup node and cache node_modules'
name: 'Setup node'
inputs:
node_version:
required: false
@@ -12,25 +12,11 @@ runs:
with:
node-version: ${{ inputs.node_version }}
- name: Cache npm
uses: actions/cache@v3
with:
path: ~/.npm
key: npm-${{ hashFiles('package-lock.json') }}
restore-keys: npm-
- name: Cache node_modules
uses: actions/cache@v3
id: cache-node-modules
with:
path: |
node_modules
packages/*/node_modules
apps/*/node_modules
key: modules-${{ hashFiles('package-lock.json') }}
- name: Enable corepack
shell: bash
run: corepack enable npm
- name: Install dependencies
if: steps.cache-node-modules.outputs.cache-hit != 'true'
shell: bash
run: |
npm ci --no-audit
+1 -12
View File
@@ -1,19 +1,8 @@
name: Install playwright binaries
description: 'Install playwright, cache and restore if necessary'
description: 'Install playwright'
runs:
using: 'composite'
steps:
- name: Cache playwright
id: cache-playwright
uses: actions/cache@v3
with:
path: |
~/.cache/ms-playwright
${{ github.workspace }}/node_modules/playwright
key: playwright-${{ hashFiles('**/package-lock.json') }}
restore-keys: playwright-
- name: Install playwright
if: steps.cache-playwright.outputs.cache-hit != 'true'
run: npx playwright install --with-deps
shell: bash
+4 -1
View File
@@ -1,5 +1,8 @@
'apps: web':
- apps/web/**
- apps/remix/**
'type: documentation':
- apps/docs/**
'version bump 👀':
- '**/package.json'
-18
View File
@@ -41,14 +41,6 @@ jobs:
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@v3
- name: Cache Docker layers
uses: actions/cache@v4
with:
path: /tmp/.buildx-cache
key: ${{ runner.os }}-buildx-${{ github.sha }}
restore-keys: |
${{ runner.os }}-buildx-
- name: Build Docker Image
uses: docker/build-push-action@v5
with:
@@ -56,13 +48,3 @@ jobs:
context: .
file: ./docker/Dockerfile
tags: documenso-${{ github.sha }}
cache-from: type=local,src=/tmp/.buildx-cache
cache-to: type=local,dest=/tmp/.buildx-cache-new,mode=max
- # Temp fix
# https://github.com/docker/build-push-action/issues/252
# https://github.com/moby/buildkit/issues/1896
name: Move cache
run: |
rm -rf /tmp/.buildx-cache
mv /tmp/.buildx-cache-new /tmp/.buildx-cache
@@ -20,7 +20,6 @@ jobs:
uses: actions/setup-node@v4
with:
node-version: '18'
cache: npm
- name: Install Octokit
run: npm install @octokit/rest@18
+1 -1
View File
@@ -1,7 +1,7 @@
name: 'PR Labeler'
on:
- pull_request_target
- pull_request
concurrency:
group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
-1
View File
@@ -20,7 +20,6 @@ jobs:
uses: actions/setup-node@v4
with:
node-version: '18'
cache: npm
- name: Install Octokit
run: npm install @octokit/rest@18
+1 -1
View File
@@ -1,7 +1,7 @@
name: 'Validate PR Name'
on:
pull_request_target:
pull_request:
types:
- opened
- reopened
+3
View File
@@ -71,3 +71,6 @@ scripts/bench-*
# tmp
tmp/
# opencode
.opencode/package-lock.json
+2 -1
View File
@@ -1,2 +1,3 @@
legacy-peer-deps = true
prefer-dedupe = true
prefer-dedupe = true
min-release-age = 7
-20
View File
@@ -1,20 +0,0 @@
node_modules
.next
public
**/**/node_modules
**/**/.next
**/**/public
packages/lib/translations/**/*.js
*.lock
*.log
*.test.ts
.gitignore
.npmignore
.prettierignore
.DS_Store
.eslintignore
# Docs MDX - Prettier strips indentation from code blocks inside components
apps/docs/content/**/*.mdx
+18 -6
View File
@@ -1,11 +1,11 @@
{
"typescript.tsdk": "node_modules/typescript/lib",
"editor.defaultFormatter": "esbenp.prettier-vscode",
"editor.defaultFormatter": "biomejs.biome",
"editor.formatOnSave": true,
"editor.codeActionsOnSave": {
"source.fixAll": "explicit"
"source.fixAll.biome": "explicit",
"source.organizeImports.biome": "explicit"
},
"eslint.validate": ["typescript", "typescriptreact", "javascript", "javascriptreact"],
"javascript.preferences.importModuleSpecifier": "non-relative",
"javascript.preferences.useAliasesForRenames": false,
"typescript.enablePromptUseWorkspaceTsdk": true,
@@ -15,8 +15,20 @@
"[prisma]": {
"editor.defaultFormatter": "Prisma.prisma"
},
"[typescriptreact]": {
"editor.defaultFormatter": "esbenp.prettier-vscode"
"[html]": {
"editor.defaultFormatter": "vscode.html-language-features"
},
"prisma.pinToPrisma6": true
"[typescript]": {
"editor.defaultFormatter": "biomejs.biome"
},
"[typescriptreact]": {
"editor.defaultFormatter": "biomejs.biome"
},
"prisma.pinToPrisma6": true,
"[jsonc]": {
"editor.defaultFormatter": "biomejs.biome"
},
"[json]": {
"editor.defaultFormatter": "biomejs.biome"
}
}
+1 -1
View File
@@ -8,7 +8,7 @@
- `npm run test:e2e` - Run E2E tests with Playwright
- `npm run test:dev -w @documenso/app-tests` - Run single E2E test in dev mode
- `npm run test-ui:dev -w @documenso/app-tests` - Run E2E tests with UI
- `npm run format` - Format code with Prettier
- `npm run format` - Format code with Biome
- `npm run dev` - Start development server for Remix app
**Important:** Do not run `npm run build` to verify changes unless explicitly asked. Builds take a long time (~2 minutes). Use `npx tsc --noEmit` for type checking specific packages if needed.
+1 -2
View File
@@ -65,8 +65,6 @@ Documenso is an open-source document signing platform built as a **monorepo** us
| Package | Description |
| ---------------------------- | ------------------------- |
| `@documenso/app-tests` | E2E tests (Playwright) |
| `@documenso/eslint-config` | Shared ESLint config |
| `@documenso/prettier-config` | Shared Prettier config |
| `@documenso/tailwind-config` | Shared Tailwind config |
| `@documenso/tsconfig` | Shared TypeScript configs |
@@ -235,6 +233,7 @@ Processes async jobs.
| Provider | Description | Env Value |
| -------- | --------------------- | ----------------- |
| Local | Database-backed queue | `local` (default) |
| BullMQ | Redis-backed queue | `bullmq` |
| Inngest | Managed cloud service | `inngest` |
**Config**: `NEXT_PRIVATE_JOBS_PROVIDER`
+4
View File
@@ -9,6 +9,10 @@ If you plan to contribute to Documenso, please take a moment to feel awesome ✨
- Consider the results from the discussion on the issue
- Accept the [Contributor License Agreement](https://documen.so/cla) to ensure we can accept your contributions.
## English only PRs and Issues
Please write all issues, pull requests, and related comments in English so maintainers and the wider contributor community can follow the discussion.
## Taking issues
Before taking an issue, ensure that:
+14 -141
View File
@@ -11,6 +11,8 @@
·
<a href="https://documenso.com">Website</a>
·
<a href="https://docs.documenso.com">Documentation</a>
·
<a href="https://github.com/documenso/documenso/issues">Issues</a>
·
<a href="https://documen.so/live">Upcoming Releases</a>
@@ -146,42 +148,7 @@ npm run d
### Manual Setup
Follow these steps to setup Documenso on your local machine:
1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
After forking the repository, clone it to your local device by using the following command:
```sh
git clone https://github.com/<your-username>/documenso
```
2. Run `npm i` in the root directory
3. Create your `.env` from the `.env.example`. You can use `cp .env.example .env` to get started with our handpicked defaults.
4. Set the following environment variables:
- NEXTAUTH_SECRET
- NEXT_PUBLIC_WEBAPP_URL
- NEXT_PRIVATE_DATABASE_URL
- NEXT_PRIVATE_DIRECT_DATABASE_URL
- NEXT_PRIVATE_SMTP_FROM_NAME
- NEXT_PRIVATE_SMTP_FROM_ADDRESS
5. Create the database schema by running `npm run prisma:migrate-dev`
6. Run `npm run translate:compile` in the root directory to compile lingui
7. Run `npm run dev` in the root directory to start
8. Register a new user at http://localhost:3000/signup
---
- Optional: Seed the database using `npm run prisma:seed -w @documenso/prisma` to create a test user and document.
- Optional: Create your own signing certificate.
- To generate your own using these steps and a Linux Terminal or Windows Subsystem for Linux (WSL), see **[Create your own signing certificate](./SIGNING.md)**.
Follow the [manual setup guide](https://docs.documenso.com/docs/developers/local-development/manual) to configure Documenso on your local machine.
### Run in Gitpod
@@ -201,138 +168,44 @@ If you're a visual learner and prefer to watch a video walkthrough of setting up
## Docker
We provide a Docker container for Documenso, which is published on both DockerHub and GitHub Container Registry.
We provide official Docker images on [DockerHub](https://hub.docker.com/r/documenso/documenso) and [GitHub Container Registry](https://ghcr.io/documenso/documenso).
- DockerHub: [https://hub.docker.com/r/documenso/documenso](https://hub.docker.com/r/documenso/documenso)
- GitHub Container Registry: [https://ghcr.io/documenso/documenso](https://ghcr.io/documenso/documenso)
You can pull the Docker image from either of these registries and run it with your preferred container hosting provider.
Please note that you will need to provide environment variables for connecting to the database, mailserver, and so forth.
For detailed instructions on how to configure and run the Docker container, please refer to the [Docker README](./docker/README.md) in the `docker` directory.
For setup instructions, see the [Docker Deployment](https://docs.documenso.com/docs/self-hosting/deployment/docker) and [Docker Compose](https://docs.documenso.com/docs/self-hosting/deployment/docker-compose) guides.
## Self Hosting
We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
We support a variety of deployment methods including Docker, Docker Compose, Railway, Kubernetes, and manual deployment.
### Fetch, configure, and build
For full instructions, requirements, and configuration details, see the [Self Hosting documentation](https://docs.documenso.com/docs/self-hosting).
First, clone the code from Github:
### One-Click Deploys
```
git clone https://github.com/documenso/documenso.git
```
Then, inside the `documenso` folder, copy the example env file:
```
cp .env.example .env
```
The following environment variables must be set:
- `NEXTAUTH_SECRET`
- `NEXT_PUBLIC_WEBAPP_URL`
- `NEXT_PRIVATE_DATABASE_URL`
- `NEXT_PRIVATE_DIRECT_DATABASE_URL`
- `NEXT_PRIVATE_SMTP_FROM_NAME`
- `NEXT_PRIVATE_SMTP_FROM_ADDRESS`
> If you are using a reverse proxy in front of Documenso, don't forget to provide the public URL for the `NEXT_PUBLIC_WEBAPP_URL` variable!
Now you can install the dependencies and build it:
```
npm i
npm run build
npm run prisma:migrate-deploy
```
Finally, you can start it with:
```
cd apps/remix
npm run start
```
This will start the server on `localhost:3000`. For now, any reverse proxy can then do the frontend and SSL termination.
> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
### Run as a service
You can use a systemd service file to run the app. Here is a simple example of the service running on port 3500 (using 3000 by default):
```bash
[Unit]
Description=documenso
After=network.target
[Service]
Environment=PATH=/path/to/your/node/binaries
Type=simple
User=www-data
WorkingDirectory=/var/www/documenso/apps/remix
ExecStart=/usr/bin/next start -p 3500
TimeoutSec=15
Restart=always
[Install]
WantedBy=multi-user.target
```
### Railway
#### Railway
[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
### Render
#### Render
[![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
### Koyeb
#### Koyeb
[![Deploy to Koyeb](https://www.koyeb.com/static/images/deploy/button.svg)](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
## Elestio
#### Elestio
[![Deploy on Elestio](https://elest.io/images/logos/deploy-to-elestio-btn.png)](https://elest.io/open-source/documenso)
## Troubleshooting
For troubleshooting self-hosted deployments, see the [Troubleshooting guide](https://docs.documenso.com/docs/self-hosting/maintenance/troubleshooting) and [Tips & Common Pitfalls](https://docs.documenso.com/docs/self-hosting/getting-started/tips).
### I'm not receiving any emails when using the developer quickstart.
When using the developer quickstart, an [Inbucket](https://inbucket.org/) server will be spun up in a docker container that will store all outgoing emails locally for you to view.
The Web UI can be found at http://localhost:9000, while the SMTP port will be on localhost:2500.
### Support IPv6
If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Remix start command
For local docker run
```bash
docker run -it documenso:latest npm run start -- -H ::
```
For k8s or docker-compose
```yaml
containers:
- name: documenso
image: documenso:latest
imagePullPolicy: IfNotPresent
command:
- npm
args:
- run
- start
- --
- -H
- '::'
```
### I can't see environment variables in my package scripts.
Wrap your package script with the `with:env` script like such:
+1 -1
View File
@@ -10,4 +10,4 @@
"baseDir": "src",
"uiLibrary": "radix-ui",
"commands": {}
}
}
@@ -12,7 +12,7 @@ import { Callout } from 'fumadocs-ui/components/callout';
| 21 CFR Part 11 | Compliant (Enterprise) |
| SOC 2 | Compliant |
| ISO 27001 | Planned |
| HIPAA | Planned |
| HIPAA | Compliant (Enterprise) |
## 21 CFR Part 11
@@ -43,7 +43,7 @@ ISO 27001 is an international standard for managing information security, specif
## HIPAA
<Callout type="warn">Status: [Planned](https://github.com/documenso/backlog/issues/25)</Callout>
<Callout type="info">Status: [Compliant](https://documen.so/trust)</Callout>
The HIPAA (Health Insurance Portability and Accountability Act) is a U.S. law designed to protect patient health information's privacy and security and improve the healthcare system's efficiency and effectiveness.
@@ -97,12 +97,12 @@ Documenso implements digital signatures with the following characteristics:
- **Timestamps**: RFC 3161 timestamps can be applied to signatures
- **Signature visualization**: Signed documents include visual signature representations
For specific implementation details and configuration options, refer to the [signing certificates](/signing-certificates/overview) documentation.
For specific implementation details and configuration options, refer to the [signing certificates](/docs/concepts/signing-certificates) documentation.
Self-hosted deployments can configure their own signing certificates and timestamp authorities to meet specific compliance requirements.
## Related
- [Legal Validity](/compliance/legal-validity) - Legal frameworks for electronic signatures
- [Signing Certificates Overview](/signing-certificates/overview) - Certificate configuration
- [Audit Log](/features/audit-log) - Document activity tracking
- [E-Sign Compliance](/docs/compliance/esign) - Legal frameworks for electronic signatures
- [Signing Certificates](/docs/concepts/signing-certificates) - Certificate configuration
- [Signing Workflow](/docs/concepts/signing-workflow) - Document activity and audit trail
+1 -7
View File
@@ -1,10 +1,4 @@
{
"title": "Concepts",
"pages": [
"document-lifecycle",
"recipient-roles",
"field-types",
"signing-workflow",
"signing-certificates"
]
"pages": ["document-lifecycle", "recipient-roles", "field-types", "signing-workflow", "signing-certificates"]
}
@@ -167,5 +167,5 @@ To enable sequential signing:
## Related
- [Add Recipients](/users/documents/add-recipients) - How to add recipients to a document
- [Field Types](/concepts/field-types) - Learn about the different field types you can assign to recipients
- [Add Recipients](/docs/users/documents/add-recipients) - How to add recipients to a document
- [Field Types](/docs/concepts/field-types) - Learn about the different field types you can assign to recipients
@@ -0,0 +1,45 @@
---
title: Common Errors
description: A comprehensive troubleshooting matrix for Documenso API and Webhook integration errors.
---
This guide provides a comprehensive troubleshooting matrix for the standard error codes returned by the Documenso API. Use this reference to diagnose and resolve integration issues related to envelopes, recipients, and webhooks.
## Application Error Codes
| Error Code | Description | Recommended Action |
| :--- | :--- | :--- |
| `ALREADY_EXISTS` | The resource you are attempting to create already exists. | Verify if the entity (e.g., user, envelope, webhook) has already been instantiated. Use a `PUT` or `PATCH` request to update the existing resource instead of `POST`. |
| `EXPIRED_CODE` | The provided access code or token has expired. | Generate a new access code or request a new invitation link before retrying the request. |
| `INVALID_BODY` | The request payload is malformed. | Inspect your JSON payload structure. Ensure it strictly adheres to the expected schema and that no required fields are missing. |
| `INVALID_REQUEST` | The overall request is malformed or invalid. | Review your API call parameters, including the URL, query parameters, and headers. Correct the request syntax. |
| `RECIPIENT_EXPIRED` | The signing link or recipient access has expired. | Generate and resend a new invitation to the affected recipient. |
| `LIMIT_EXCEEDED` | Your account usage quota has been exceeded. | Check your current plan limits. Upgrade your subscription or wait until your billing cycle renews. |
| `NOT_FOUND` | The requested resource could not be found (404). | Verify the resource ID (envelope, document, webhook) passed in the URL. Ensure the resource has not been deleted. |
| `NOT_IMPLEMENTED` | The requested feature is not currently supported by the server. | Consult the API documentation to verify available methods. Do not use this endpoint at this time. |
| `NOT_SETUP` | The required configuration for this action is incomplete. | Access your account or integration settings and complete the necessary configuration before retrying. |
| `INVALID_CAPTCHA` | Security token (Captcha) validation failed. | Ensure the Captcha token is correctly generated on the client side and transmitted without alteration in your request. |
| `UNAUTHORIZED` | Missing or invalid authentication (401). | Verify that your API key is correct, active, and properly formatted in the `Authorization` header (e.g., `Bearer <YOUR_API_KEY>`). |
| `FORBIDDEN` | Access to the resource is denied (403). | Ensure your API key or user account has the necessary permissions and roles to execute this specific action. |
| `UNKNOWN_ERROR` | An unexpected internal server error occurred (500). | Retry the request later. If the issue persists, contact technical support with your request payload and the timestamp of the incident. |
| `RETRY_EXCEPTION` | The operation failed temporarily but can be retried. | Implement an automatic retry logic in your integration, ideally using an exponential backoff strategy. |
| `SCHEMA_FAILED` | Strict data schema validation failed. | Verify that the data types sent (string, number, boolean) exactly match the OpenAPI specification. |
| `TOO_MANY_REQUESTS` | Rate limit exceeded (429). | Reduce the frequency of your API calls. Implement rate-limiting handling based on the response headers. |
| `TWO_FACTOR_AUTH_FAILED` | Two-factor authentication (2FA) failed. | Verify the provided 2FA code. Ensure it was entered correctly and has not expired. |
| `WEBHOOK_INVALID_REQUEST` | The webhook-related request is invalid. | Check your receiving endpoint configuration. Ensure the URL is correct and that your server accepts `POST` requests from Documenso. |
## Envelope State Errors
The following errors occur when attempting to perform actions on an envelope that are incompatible with its current state.
| Error Code | Description | Recommended Action |
| :--- | :--- | :--- |
| `ENVELOPE_DRAFT` | The action cannot be performed because the envelope is still in a draft state. | Finalize the envelope configuration and transition it to the `PENDING` (sent) state before attempting this operation. |
| `ENVELOPE_COMPLETED` | The action cannot be performed because the envelope is already completed. | No further modifications (e.g., adding signers, modifying documents) can be made to an envelope once the signing process is finished. |
| `ENVELOPE_REJECTED` | The action cannot be performed because the envelope was rejected by a recipient. | The signing flow is permanently halted. Create a new envelope if you wish to resubmit the document. |
| `ENVELOPE_LEGACY` | The action cannot be performed because the envelope uses an obsolete format. | This envelope was created with a legacy version of the system. Recreate the envelope using the current API version to interact with it. |
## See Also
- [Documents API](/docs/developers/api/documents)
- [Webhooks](/docs/developers/webhooks)
@@ -1,17 +1,22 @@
---
title: Developer Mode
description: Advanced development tools for debugging field coordinates and integrating with the Documenso API.
description: Advanced development tools for debugging field IDs, recipient IDs, coordinates and integrating with the Documenso API.
---
## Overview
Developer mode provides additional tools and features to help you integrate and debug Documenso.
## Field Coordinates
## Field Information
Field coordinates represent the position of a field in a document. They are returned in the `pageX`, `pageY`, `width` and `height` properties of the field.
When enabled, developer mode displays the following information for each field:
To enable field coordinates, add the `devmode=true` query parameter to the editor URL.
- **Field ID** - The unique identifier of the field
- **Recipient ID** - The ID of the recipient assigned to the field
- **Pos X / Pos Y** - The position of the field on the page
- **Width / Height** - The dimensions of the field
To enable developer mode, add the `devmode=true` query parameter to the editor URL.
```bash
# Legacy editor
@@ -8,6 +8,7 @@
"teams",
"rate-limits",
"versioning",
"developer-mode"
"developer-mode",
"common-errors"
]
}
@@ -1,24 +1,24 @@
---
title: Authoring
title: Editor
description: Embed document, template, and envelope creation directly in your application.
---
import { Callout } from 'fumadocs-ui/components/callout';
In addition to embedding signing, Documenso supports embedded authoring. It allows your users to create and edit documents, templates, and envelopes without leaving your application.
In addition to embedding signing, Documenso supports embedded editor. It allows your users to create and edit documents, templates, and envelopes without leaving your application.
<Callout type="warn">
Embedded authoring is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
Embedded editor is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
also available as a paid add-on for the [Platform Plan](https://documen.so/platform-cta-pricing).
Contact sales for access.
</Callout>
## Versions
Embedded authoring is available in two versions:
Embedded editor is available in two versions:
- **[V1 Authoring](/docs/developers/embedding/authoring/v1)** — Works with V1 Documents and Templates.
- **[V2 Authoring](/docs/developers/embedding/authoring/v2)** — Works with Envelopes, which are the unified model for documents and templates.
- **[V1 Editor](/docs/developers/embedding/editor/v1)** — Works with V1 Documents and Templates.
- **[V2 Editor](/docs/developers/embedding/editor/v2)** — Works with Envelopes, which are the unified model for documents and templates.
### Comparison
@@ -32,7 +32,7 @@ Embedded authoring is available in two versions:
## Presign Tokens
Before using any authoring component, obtain a presign token from your backend:
Before using any editor component, obtain a presign token from your backend:
```
POST /api/v2/embedding/create-presign-token
@@ -50,7 +50,7 @@ See the [API documentation](https://openapi.documenso.com/reference#tag/embeddin
## Next Steps
- [V1 Authoring](/docs/developers/embedding/authoring/v1) — Create and edit documents and templates using V1 components
- [V2 Authoring](/docs/developers/embedding/authoring/v2) — Create and edit envelopes using V2 components
- [V1 Editor](/docs/developers/embedding/editor/v1) — Create and edit documents and templates using V1 components
- [V2 Editor](/docs/developers/embedding/editor/v2) — Create and edit envelopes using V2 components
- [CSS Variables](/docs/developers/embedding/css-variables) — Customize the appearance of embedded components
- [SDKs](/docs/developers/embedding/sdks) — Framework-specific SDK documentation
@@ -1,4 +1,4 @@
{
"title": "Authoring",
"title": "Editor",
"pages": ["v1", "v2"]
}
@@ -1,21 +1,21 @@
---
title: V1 Authoring
title: V1 Editor
description: Embed V1 document and template creation directly in your application.
---
import { Callout } from 'fumadocs-ui/components/callout';
V1 authoring components allow your users to create and edit documents and templates using the V1 Documents and Templates API without leaving your application.
V1 editor components allow your users to create and edit documents and templates using the V1 Documents and Templates API without leaving your application.
<Callout type="warn">
Embedded authoring is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
Embedded editor is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
also available as a paid add-on for the [Platform Plan](https://documen.so/platform-cta-pricing).
Contact sales for access.
</Callout>
## Components
The SDK provides four V1 authoring components:
The SDK provides four V1 editor components:
| Component | Purpose |
| ----------------------- | ----------------------- |
@@ -29,7 +29,7 @@ The SDK provides four V1 authoring components:
## Presign Tokens
All authoring components require a **presign token** for authentication. See the [Authoring overview](/docs/developers/embedding/authoring) for details on obtaining presign tokens.
All editor components require a **presign token** for authentication. See the [Editor overview](/docs/developers/embedding/editor) for details on obtaining presign tokens.
<Callout type="warn">
@@ -131,7 +131,7 @@ const TemplateEditor = ({ presignToken, templateId }) => {
## Props
### All Authoring Components
### All Editor Components
| Prop | Type | Required | Description |
| ------------------ | --------- | -------- | -------------------------------------------------------- |
@@ -141,8 +141,9 @@ const TemplateEditor = ({ presignToken, templateId }) => {
| `css` | `string` | No | Custom CSS string (Platform Plan) |
| `cssVars` | `object` | No | [CSS variable](/docs/developers/embedding/css-variables) overrides (Platform Plan) |
| `darkModeDisabled` | `boolean` | No | Disable dark mode (Platform Plan) |
| `language` | `string` | No | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts) |
| `className` | `string` | No | CSS class for the iframe |
| `features` | `object` | No | Feature toggles for the authoring experience |
| `features` | `object` | No | Feature toggles for the editor experience |
### Update Components Only
@@ -156,7 +157,7 @@ const TemplateEditor = ({ presignToken, templateId }) => {
## Feature Toggles
Customize what options are available in the authoring experience:
Customize what options are available in the editor experience:
```jsx
<EmbedCreateDocumentV1
@@ -293,7 +294,7 @@ Pass extra props to the iframe for testing experimental features:
## See Also
- [Embedding Overview](/docs/developers/embedding) - Signing embed concepts and props
- [V2 Authoring](/docs/developers/embedding/authoring/v2) - V2 envelope authoring
- [V2 Editor](/docs/developers/embedding/editor/v2) - V2 envelope editor
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Documents API](/docs/developers/api/documents) - Create documents via API
- [Templates API](/docs/developers/api/templates) - Create templates via API
@@ -1,21 +1,21 @@
---
title: V2 Authoring
title: V2 Editor
description: Embed envelope creation and editing directly in your application.
---
import { Callout } from 'fumadocs-ui/components/callout';
V2 authoring components allow your users to create and edit envelopes without leaving your application. Envelopes are the unified model for documents and templates in the V2 API.
V2 editor components allow your users to create and edit envelopes without leaving your application. Envelopes are the unified model for documents and templates in the V2 API.
<Callout type="warn">
Embedded authoring is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
Embedded editor is included with [Enterprise](https://documen.so/enterprise-cta) plans. It is
also available as a paid add-on for the [Platform Plan](https://documen.so/platform-cta-pricing).
Contact sales for access.
</Callout>
## Components
The SDK provides two V2 authoring components:
The SDK provides two V2 editor components:
| Component | Purpose |
| ---------------------- | ------------------------ |
@@ -26,7 +26,7 @@ The SDK provides two V2 authoring components:
## Presign Tokens
All authoring components require a **presign token** for authentication. See the [Authoring overview](/docs/developers/embedding/authoring) for details on obtaining presign tokens.
All editor components require a **presign token** for authentication. See the [Editor overview](/docs/developers/embedding/editor) for details on obtaining presign tokens.
<Callout type="warn">
A presigned token is NOT an API token
@@ -100,24 +100,27 @@ const EnvelopeEditor = ({ presignToken, envelopeId }) => {
## Props
### All V2 Authoring Components
### All V2 Editor Components
| Prop | Type | Required | Description |
| ------------------ | --------- | -------- | -------------------------------------------------------- |
| `presignToken` | `string` | Yes | Authentication token from your backend |
| `externalId` | `string` | No | Your reference ID to link with the envelope |
| `host` | `string` | No | Custom host URL. Defaults to `https://app.documenso.com` |
| `css` | `string` | No | Custom CSS string (Platform Plan) |
| `cssVars` | `object` | No | [CSS variable](/docs/developers/embedding/css-variables) overrides (Platform Plan) |
| `darkModeDisabled` | `boolean` | No | Disable dark mode (Platform Plan) |
| `className` | `string` | No | CSS class for the iframe |
| `features` | `object` | No | Feature toggles for the authoring experience |
| Prop | Type | Required | Description |
| ---------------- | --------- | -------- | -------------------------------------------------------- |
| `presignToken` | `string` | Yes | Authentication token from your backend |
| `externalId` | `string` | No | Your reference ID to link with the envelope |
| `host` | `string` | No | Custom host URL. Defaults to `https://app.documenso.com` |
| `css` | `string` | No | Custom CSS string (Platform Plan) |
| `cssVars` | `object` | No | [CSS variable](/docs/developers/embedding/css-variables) overrides (Platform Plan) |
| `darkModeDisabled` | `boolean` | No | Disable dark mode (Platform Plan) |
| `language` | `string` | No | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts) |
| `className` | `string` | No | CSS class for the iframe |
| `user` | `object` | No | Current user info. When provided, enables the "Add Myself" button in the recipients list. Object with optional `email` and `name` fields |
| `features` | `object` | No | Feature toggles for the editor experience |
### Create Component Only
| Prop | Type | Required | Description |
| ------ | ------------------------------ | -------- | --------------------------------------------------- |
| `type` | `"DOCUMENT"` \| `"TEMPLATE"` | Yes | Whether to create a document or template envelope |
| Prop | Type | Required | Description |
| ---------- | ------------------------------ | -------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `type` | `"DOCUMENT"` \| `"TEMPLATE"` | Yes | Whether to create a document or template envelope |
| `folderId` | `string` | No | The ID of the folder to create the envelope in. If not provided, the envelope is created in the root folder. The folder must match the envelope type and team. |
### Update Component Only
@@ -129,7 +132,7 @@ const EnvelopeEditor = ({ presignToken, envelopeId }) => {
## Feature Toggles
V2 authoring provides rich, structured feature toggles organized into sections. Pass a partial configuration to customize the authoring experience — any omitted fields will use their defaults.
V2 editor provides rich, structured feature toggles organized into sections. Pass a partial configuration to customize the editor experience — any omitted fields will use their defaults.
```jsx
<EmbedCreateEnvelope
@@ -157,7 +160,7 @@ V2 authoring provides rich, structured feature toggles organized into sections.
### General
Controls the overall authoring flow and UI:
Controls the overall editor flow and UI:
| Property | Type | Default | Description |
| ------------------------------- | --------- | ------- | ------------------------------------------------ |
@@ -185,7 +188,7 @@ Controls envelope configuration options. Set to `null` to hide envelope settings
### Actions
Controls available actions during authoring:
Controls available actions during editing:
| Property | Type | Default | Description |
| ------------------ | --------- | ------- | ------------------------ |
@@ -201,6 +204,7 @@ Controls how envelope items (individual files within the envelope) can be manage
| `allowConfigureOrder` | `boolean` | `true` | Allow reordering items |
| `allowUpload` | `boolean` | `true` | Allow uploading new items |
| `allowDelete` | `boolean` | `true` | Allow deleting items |
| `allowReplace` | `boolean` | `true` | Allow replacing an item's PDF |
### Recipients
@@ -217,7 +221,7 @@ Controls recipient configuration options. Set to `null` to prevent any recipient
### Disabling Steps
You can also disable entire steps of the authoring flow. This allows you to skip steps that are not relevant to your use case:
You can also disable entire steps of the editor flow. This allows you to skip steps that are not relevant to your use case:
```jsx
<EmbedCreateEnvelope
@@ -334,7 +338,7 @@ const EnvelopeManager = ({ presignToken }) => {
## See Also
- [Authoring Overview](/docs/developers/embedding/authoring) - V1 vs V2 comparison and presign tokens
- [V1 Authoring](/docs/developers/embedding/authoring/v1) - V1 document and template authoring
- [Editor Overview](/docs/developers/embedding/editor) - V1 vs V2 comparison and presign tokens
- [V1 Editor](/docs/developers/embedding/editor/v1) - V1 document and template editor
- [Embedding Overview](/docs/developers/embedding) - Signing embed concepts and props
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
@@ -6,14 +6,14 @@ description: Embed document signing experiences directly in your application usi
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
## Embedded Signing vs Embedded Authoring
## Embedded Signing vs Embedded Editor
Documenso offers two types of embedding:
- **Embedded Signing** lets you embed the signing experience in your application. Your users sign documents without leaving your site. Available on Teams Plan and above.
- **Embedded Authoring** lets you embed document and template _creation and editing_ in your application. This is an [Enterprise](/docs/policies/enterprise-edition) feature (also available as a Platform Plan add-on). See the [Authoring](/docs/developers/embedding/authoring) guide.
- **Embedded Editor** lets you embed document and template _creation and editing_ in your application. This is an [Enterprise](/docs/policies/enterprise-edition) feature (also available as a Platform Plan add-on). See the [Editor](/docs/developers/embedding/editor) guide.
This page covers **embedded signing**. If you need your users to create or edit documents inside your app, see [Authoring](/docs/developers/embedding/authoring).
This page covers **embedded signing**. If you need your users to create or edit documents inside your app, see [Editor](/docs/developers/embedding/editor).
---
@@ -161,6 +161,7 @@ If you prefer not to use any SDK, you can embed signing using [Direct Links](/do
| `css` | `string` | Custom CSS string (Platform Plan). |
| `cssVars` | `object` | CSS variable overrides for theming (Platform Plan). |
| `darkModeDisabled` | `boolean` | Disable dark mode in the embed (Platform Plan). |
| `language` | `string` | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts). |
| `onDocumentReady` | `function` | Called when the document is loaded and ready. |
| `onDocumentCompleted` | `function` | Called when signing is completed. |
| `onDocumentError` | `function` | Called when an error occurs. |
@@ -175,6 +176,7 @@ If you prefer not to use any SDK, you can embed signing using [Direct Links](/do
| `host` | `string` | Documenso instance URL. Defaults to `https://app.documenso.com`. |
| `name` | `string` | Pre-fill the signer's name. |
| `lockName` | `boolean` | Prevent the signer from changing their name. |
| `language` | `string` | Set the UI language. See [Supported Languages](https://github.com/documenso/documenso/tree/main/packages/lib/constants/locales.ts). |
| `onDocumentReady` | `function` | Called when the document is loaded and ready. |
| `onDocumentCompleted` | `function` | Called when signing is completed. |
| `onDocumentError` | `function` | Called when an error occurs. |
@@ -227,9 +229,9 @@ Receives an object with:
href="/docs/developers/embedding/css-variables"
/>
<Card
title="Authoring"
title="Editor"
description="Embed document and template creation."
href="/docs/developers/embedding/authoring"
href="/docs/developers/embedding/editor"
/>
</Cards>
@@ -1,4 +1,4 @@
{
"title": "Embedding",
"pages": ["sdks", "direct-links", "css-variables", "authoring"]
"pages": ["sdks", "direct-links", "css-variables", "editor"]
}
@@ -89,4 +89,4 @@ export class SigningComponent {
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
- [Editor](/docs/developers/embedding/editor) - Embed document creation
@@ -93,4 +93,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
- [Editor](/docs/developers/embedding/editor) - Embed document creation
@@ -133,4 +133,4 @@ const DocumentSigning = ({ token }: { token: string }) => {
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
- [Editor](/docs/developers/embedding/editor) - Embed document creation
@@ -93,4 +93,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
- [Editor](/docs/developers/embedding/editor) - Embed document creation
@@ -101,4 +101,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
- [Editor](/docs/developers/embedding/editor) - Embed document creation
@@ -104,4 +104,4 @@ See [CSS Variables](/docs/developers/embedding/css-variables) for all available
- [Embedding Overview](/docs/developers/embedding) - Props reference and concepts
- [CSS Variables](/docs/developers/embedding/css-variables) - Customize appearance
- [Authoring](/docs/developers/embedding/authoring) - Embed document creation
- [Editor](/docs/developers/embedding/editor) - Embed document creation
@@ -73,14 +73,14 @@ Include the token in the `Authorization` header of your HTTP requests.
### cURL
```bash
curl https://app.documenso.com/api/v2/documents \
curl https://app.documenso.com/api/v2/document \
-H "Authorization: api_xxxxxxxxxxxxxxxx"
```
### JavaScript / TypeScript
```typescript
const response = await fetch('https://app.documenso.com/api/v2/documents', {
const response = await fetch('https://app.documenso.com/api/v2/document', {
method: 'GET',
headers: {
Authorization: 'api_xxxxxxxxxxxxxxxx',
@@ -83,6 +83,15 @@ npm run prisma:seed -w @documenso/prisma
</Step>
<Step>
### Optional: configure job provider
The default local job provider does not support scheduled jobs required for document reminders.
See the [Background Jobs](/docs/self-hosting/configuration/background-jobs) page for more information.
</Step>
<Step>
### Start the application
@@ -105,6 +114,20 @@ Access the Documenso application by visiting `http://localhost:3000` in your web
certificate](/docs/developers/local-development/signing-certificate)**.
</Callout>
## Running Scripts with Environment Variables
If a package script does not automatically load your `.env` and `.env.local` files, wrap it with the `with:env` script:
```bash
npm run with:env -- npm run myscript
```
The same works for `npx` when running bin scripts:
```bash
npm run with:env -- npx myscript
```
## See Also
- [Developer Quickstart](/docs/developers/local-development/quickstart) - Quick Docker-based setup
@@ -13,7 +13,7 @@ All webhook events share a common structure:
{
"event": "DOCUMENT_COMPLETED",
"payload": {
// Document data with recipients
// Document or template data with recipients
},
"createdAt": "2024-04-22T11:52:18.277Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
@@ -33,14 +33,13 @@ All webhook events share a common structure:
| Field | Type | Description |
| ---------------- | --------- | ------------------------------------------------------ |
| `id` | number | Document ID |
| `id` | number | Document or template ID |
| `externalId` | string? | External identifier for integration |
| `userId` | number | Owner's user ID |
| `authOptions` | object? | Document-level authentication options |
| `formValues` | object? | PDF form values associated with the document |
| `title` | string | Document title |
| `title` | string | Document or template title |
| `status` | string | Current status: `DRAFT`, `PENDING`, `COMPLETED` |
| `documentDataId` | string | Reference to the document's PDF data |
| `visibility` | string | Document visibility setting |
| `createdAt` | datetime | Document creation timestamp |
| `updatedAt` | datetime | Last modification timestamp |
@@ -50,45 +49,50 @@ All webhook events share a common structure:
| `templateId` | number? | Template ID if created from a template |
| `source` | string | Source: `DOCUMENT` or `TEMPLATE` |
| `documentMeta` | object | Document metadata (subject, message, signing options) |
| `Recipient` | array | List of recipient objects |
| `recipients` | array | List of recipient objects |
| `Recipient` | array | List of recipient objects (legacy, same as recipients) |
### Document Metadata Fields
| Field | Type | Description |
| ----------------------- | ------- | --------------------------------------- |
| `id` | string | Metadata record identifier |
| `subject` | string? | Email subject line |
| `message` | string? | Email message body |
| `timezone` | string | Timezone for date display |
| `password` | string? | Document access password (if set) |
| `dateFormat` | string | Date format string |
| `redirectUrl` | string? | URL to redirect after signing |
| `signingOrder` | string | `PARALLEL` or `SEQUENTIAL` |
| `typedSignatureEnabled` | boolean | Whether typed signatures are allowed |
| `language` | string | Document language code |
| `distributionMethod` | string | How document is distributed |
| `emailSettings` | object? | Custom email settings for this document |
| Field | Type | Description |
| -------------------------- | ------- | --------------------------------------- |
| `id` | string | Metadata record identifier |
| `subject` | string? | Email subject line |
| `message` | string? | Email message body |
| `timezone` | string | Timezone for date display |
| `password` | string? | Document access password (if set) |
| `dateFormat` | string | Date format string |
| `redirectUrl` | string? | URL to redirect after signing |
| `signingOrder` | string | `PARALLEL` or `SEQUENTIAL` |
| `allowDictateNextSigner` | boolean | Whether signers can choose the next signer |
| `typedSignatureEnabled` | boolean | Whether typed signatures are allowed |
| `uploadSignatureEnabled` | boolean | Whether uploaded signatures are allowed |
| `drawSignatureEnabled` | boolean | Whether drawn signatures are allowed |
| `language` | string | Document language code |
| `distributionMethod` | string | How document is distributed |
| `emailSettings` | object? | Custom email settings for this document |
### Recipient Fields
| Field | Type | Description |
| ------------------- | --------- | ------------------------------------------ |
| `id` | number | Recipient ID |
| `documentId` | number | Parent document ID |
| `templateId` | number? | Template ID if created from a template |
| `email` | string | Recipient email address |
| `name` | string | Recipient name |
| `token` | string | Unique signing token |
| `documentDeletedAt` | datetime? | When the document was deleted (if deleted) |
| `expired` | boolean? | Whether the recipient's link has expired |
| `signedAt` | datetime? | When recipient signed |
| `authOptions` | object? | Per-recipient authentication options |
| `role` | string | Role: `SIGNER`, `VIEWER`, `APPROVER`, `CC` |
| `signingOrder` | number? | Position in signing sequence |
| `readStatus` | string | `NOT_OPENED` or `OPENED` |
| `signingStatus` | string | `NOT_SIGNED`, `SIGNED`, or `REJECTED` |
| `sendStatus` | string | `NOT_SENT` or `SENT` |
| `rejectionReason` | string? | Reason if recipient rejected |
| Field | Type | Description |
| ---------------------- | --------- | ------------------------------------------ |
| `id` | number | Recipient ID |
| `documentId` | number? | Parent document ID |
| `templateId` | number? | Template ID if created from a template |
| `email` | string | Recipient email address |
| `name` | string | Recipient name |
| `token` | string | Unique signing token |
| `documentDeletedAt` | datetime? | When the recipient hid the document |
| `expiresAt` | datetime? | When the recipient's signing link expires |
| `expirationNotifiedAt` | datetime? | When the expiration notification was sent |
| `signedAt` | datetime? | When recipient signed |
| `authOptions` | object? | Per-recipient authentication options |
| `role` | string | Role: `SIGNER`, `VIEWER`, `APPROVER`, `ASSISTANT`, `CC` |
| `signingOrder` | number? | Position in signing sequence |
| `readStatus` | string | `NOT_OPENED` or `OPENED` |
| `signingStatus` | string | `NOT_SIGNED`, `SIGNED`, or `REJECTED` |
| `sendStatus` | string | `NOT_SENT` or `SENT` |
| `rejectionReason` | string? | Reason if recipient rejected |
---
@@ -98,7 +102,7 @@ These events track the document through its lifecycle.
### `document.created`
Triggered when a new document is uploaded.
Triggered when a new document is created.
**Event name:** `DOCUMENT_CREATED`
@@ -114,7 +118,6 @@ Triggered when a new document is uploaded.
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "DRAFT",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:44:43.341Z",
"completedAt": null,
@@ -131,11 +134,35 @@ Triggered when a new document is uploaded.
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"recipients": [
{
"id": 52,
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "NOT_SENT"
}
],
"Recipient": [
{
"id": 52,
@@ -145,7 +172,8 @@ Triggered when a new document is uploaded.
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expired": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
@@ -182,7 +210,6 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:48:07.569Z",
"completedAt": null,
@@ -199,11 +226,35 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"recipients": [
{
"id": 52,
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
],
"Recipient": [
{
"id": 52,
@@ -213,7 +264,8 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expired": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
@@ -230,6 +282,106 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
}
```
### `document.opened`
Triggered when a recipient opens the document for the first time.
**Event name:** `DOCUMENT_OPENED`
The recipient's `readStatus` changes to `OPENED`.
```json
{
"event": "DOCUMENT_OPENED",
"payload": {
"id": 10,
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:50:26.174Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.signed`
Triggered when a recipient signs the document. This fires for each individual signature, not just when the document is fully completed.
**Event name:** `DOCUMENT_SIGNED`
The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
```json
{
"event": "DOCUMENT_SIGNED",
"payload": {
"id": 10,
"status": "COMPLETED",
"title": "contract.pdf",
"source": "DOCUMENT",
"completedAt": "2024-04-22T11:52:05.707Z",
"recipients": [
{
"id": 51,
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"signedAt": "2024-04-22T11:52:05.688Z",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:18.577Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.recipient.completed`
Triggered when an individual recipient completes their required action (signing, approving, or viewing). This is useful for tracking per-recipient progress in documents with multiple recipients.
**Event name:** `DOCUMENT_RECIPIENT_COMPLETED`
```json
{
"event": "DOCUMENT_RECIPIENT_COMPLETED",
"payload": {
"id": 10,
"status": "PENDING",
"title": "contract.pdf",
"source": "DOCUMENT",
"recipients": [
{
"id": 52,
"email": "signer@example.com",
"name": "John Doe",
"role": "SIGNER",
"signedAt": "2024-04-22T11:52:05.688Z",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:52:06.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.completed`
Triggered when all recipients have completed their required actions.
@@ -250,7 +402,6 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "COMPLETED",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:52:05.708Z",
"completedAt": "2024-04-22T11:52:05.707Z",
@@ -267,12 +418,15 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"Recipient": [
"recipients": [
{
"id": 50,
"documentId": 10,
@@ -281,7 +435,8 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"name": "Jane Smith",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expired": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": "2024-04-22T11:51:10.055Z",
"authOptions": {
"accessAuth": null,
@@ -302,7 +457,54 @@ The document status changes to `COMPLETED` and `completedAt` is set.
"name": "John Doe",
"token": "HkrptwS42ZBXdRKj1TyUo",
"documentDeletedAt": null,
"expired": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 2,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
],
"Recipient": [
{
"id": 50,
"documentId": 10,
"templateId": null,
"email": "reviewer@example.com",
"name": "Jane Smith",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": "2024-04-22T11:51:10.055Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 1,
"rejectionReason": null,
"role": "VIEWER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
},
{
"id": 51,
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "HkrptwS42ZBXdRKj1TyUo",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
@@ -335,53 +537,17 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
"event": "DOCUMENT_REJECTED",
"payload": {
"id": 10,
"externalId": null,
"userId": 1,
"authOptions": null,
"formValues": null,
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:48:07.569Z",
"completedAt": null,
"deletedAt": null,
"teamId": null,
"templateId": null,
"title": "contract.pdf",
"source": "DOCUMENT",
"documentMeta": {
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"typedSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"Recipient": [
"recipients": [
{
"id": 52,
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expired": null,
"signedAt": "2024-04-22T11:48:07.569Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 1,
"rejectionReason": "I do not agree with the terms",
"role": "SIGNER",
"signedAt": "2024-04-22T11:48:07.569Z",
"rejectionReason": "I do not agree with the terms",
"readStatus": "OPENED",
"signingStatus": "REJECTED",
"sendStatus": "SENT"
@@ -395,7 +561,9 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
### `document.cancelled`
Triggered when the document owner cancels a pending document.
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.
This event is **not** triggered when a recipient hides a document from their inbox.
**Event name:** `DOCUMENT_CANCELLED`
@@ -411,7 +579,6 @@ Triggered when the document owner cancels a pending document.
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "cm6exvn93006hi02ru90a265a",
"createdAt": "2025-01-27T11:02:14.393Z",
"updatedAt": "2025-01-27T11:03:16.387Z",
"completedAt": null,
@@ -428,11 +595,35 @@ Triggered when the document owner cancels a pending document.
"dateFormat": "yyyy-MM-dd hh:mm a",
"redirectUrl": "",
"signingOrder": "PARALLEL",
"allowDictateNextSigner": false,
"typedSignatureEnabled": true,
"uploadSignatureEnabled": true,
"drawSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"recipients": [
{
"id": 7,
"documentId": 7,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "XkKx1HCs6Znm2UBJA2j6o",
"documentDeletedAt": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": { "accessAuth": null, "actionAuth": null },
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
],
"Recipient": [
{
"id": 7,
@@ -442,7 +633,8 @@ Triggered when the document owner cancels a pending document.
"name": "John Doe",
"token": "XkKx1HCs6Znm2UBJA2j6o",
"documentDeletedAt": null,
"expired": null,
"expiresAt": null,
"expirationNotifiedAt": null,
"signedAt": null,
"authOptions": { "accessAuth": null, "actionAuth": null },
"signingOrder": 1,
@@ -459,147 +651,127 @@ Triggered when the document owner cancels a pending document.
}
```
---
### `document.reminder.sent`
## Recipient Events
Triggered when a reminder email is sent to a recipient who has not yet completed their action.
Recipient events track individual signer actions. These events use the same payload structure as document events, but focus on a specific recipient's action.
### `document.opened`
Triggered when a recipient opens the document for the first time.
**Event name:** `DOCUMENT_OPENED`
The recipient's `readStatus` changes to `OPENED`.
**Event name:** `DOCUMENT_REMINDER_SENT`
```json
{
"event": "DOCUMENT_OPENED",
"event": "DOCUMENT_REMINDER_SENT",
"payload": {
"id": 10,
"externalId": null,
"userId": 1,
"authOptions": null,
"formValues": null,
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "PENDING",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:48:07.569Z",
"completedAt": null,
"deletedAt": null,
"teamId": null,
"templateId": null,
"title": "contract.pdf",
"source": "DOCUMENT",
"documentMeta": {
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"typedSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"Recipient": [
"recipients": [
{
"id": 52,
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "vbT8hi3jKQmrFP_LN1WcS",
"documentDeletedAt": null,
"expired": null,
"signedAt": null,
"authOptions": null,
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "OPENED",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "SENT"
}
]
},
"createdAt": "2024-04-22T11:50:26.174Z",
"createdAt": "2024-04-23T09:00:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `document.signed`
---
Triggered when a recipient signs the document.
## Template Events
**Event name:** `DOCUMENT_SIGNED`
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.
The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
### `template.created`
Triggered when a new template is created.
**Event name:** `TEMPLATE_CREATED`
```json
{
"event": "DOCUMENT_SIGNED",
"event": "TEMPLATE_CREATED",
"payload": {
"id": 10,
"externalId": null,
"userId": 1,
"authOptions": null,
"formValues": null,
"visibility": "EVERYONE",
"title": "contract.pdf",
"status": "COMPLETED",
"documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
"createdAt": "2024-04-22T11:44:43.341Z",
"updatedAt": "2024-04-22T11:52:05.708Z",
"completedAt": "2024-04-22T11:52:05.707Z",
"deletedAt": null,
"teamId": null,
"templateId": null,
"source": "DOCUMENT",
"documentMeta": {
"id": "doc_meta_123",
"subject": "Please sign this document",
"message": "Hello, please review and sign this document.",
"timezone": "UTC",
"password": null,
"dateFormat": "MM/DD/YYYY",
"redirectUrl": null,
"signingOrder": "PARALLEL",
"typedSignatureEnabled": true,
"language": "en",
"distributionMethod": "EMAIL",
"emailSettings": null
},
"Recipient": [
{
"id": 51,
"documentId": 10,
"templateId": null,
"email": "signer@example.com",
"name": "John Doe",
"token": "HkrptwS42ZBXdRKj1TyUo",
"documentDeletedAt": null,
"expired": null,
"signedAt": "2024-04-22T11:52:05.688Z",
"authOptions": {
"accessAuth": null,
"actionAuth": null
},
"signingOrder": 1,
"rejectionReason": null,
"role": "SIGNER",
"readStatus": "OPENED",
"signingStatus": "SIGNED",
"sendStatus": "SENT"
}
]
"title": "My Template",
"status": "DRAFT",
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T11:52:18.577Z",
"createdAt": "2024-04-22T11:44:44.779Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `template.updated`
Triggered when a template's settings, recipients, or fields are modified.
**Event name:** `TEMPLATE_UPDATED`
```json
{
"event": "TEMPLATE_UPDATED",
"payload": {
"id": 10,
"title": "My Updated Template",
"status": "DRAFT",
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T12:00:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `template.deleted`
Triggered when a template is deleted.
**Event name:** `TEMPLATE_DELETED`
```json
{
"event": "TEMPLATE_DELETED",
"payload": {
"id": 10,
"title": "Deleted Template",
"status": "DRAFT",
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T13:00:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
### `template.used`
Triggered when a document is created from a template. This event fires alongside `document.created`, giving you a way to specifically track template usage.
**Event name:** `TEMPLATE_USED`
```json
{
"event": "TEMPLATE_USED",
"payload": {
"id": 10,
"title": "Document from Template",
"status": "DRAFT",
"templateId": 10,
"source": "TEMPLATE",
"recipients": []
},
"createdAt": "2024-04-22T14:00:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
}
```
@@ -608,15 +780,28 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
## Event Summary
| Event | Trigger | Key Changes |
| -------------------- | ------------------------------- | ------------------------------------------------------------ |
| `DOCUMENT_CREATED` | Document uploaded | `status: "DRAFT"` |
| `DOCUMENT_SENT` | Document sent to recipients | `status: "PENDING"`, recipients `sendStatus: "SENT"` |
| `DOCUMENT_OPENED` | Recipient opens document | Recipient `readStatus: "OPENED"` |
| `DOCUMENT_SIGNED` | Recipient signs document | Recipient `signingStatus: "SIGNED"`, `signedAt` set |
| `DOCUMENT_COMPLETED` | All recipients complete actions | `status: "COMPLETED"`, `completedAt` set |
| `DOCUMENT_REJECTED` | Recipient rejects document | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
| `DOCUMENT_CANCELLED` | Owner cancels document | Document cancelled while pending |
### Document Events
| Event | Trigger | Key Changes |
| ---------------------------- | ------------------------------------------- | ------------------------------------------------------------ |
| `DOCUMENT_CREATED` | Document uploaded or created from template | `status: "DRAFT"` |
| `DOCUMENT_SENT` | Document sent to recipients | `status: "PENDING"`, recipients `sendStatus: "SENT"` |
| `DOCUMENT_OPENED` | Recipient opens document for the first time | Recipient `readStatus: "OPENED"` |
| `DOCUMENT_SIGNED` | Recipient signs document | Recipient `signingStatus: "SIGNED"`, `signedAt` set |
| `DOCUMENT_RECIPIENT_COMPLETED` | Recipient completes their action | Recipient `signingStatus: "SIGNED"`, `signedAt` set |
| `DOCUMENT_COMPLETED` | All recipients complete actions | `status: "COMPLETED"`, `completedAt` set |
| `DOCUMENT_REJECTED` | Recipient rejects document | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
| `DOCUMENT_CANCELLED` | Owner or team member deletes document | Document cancelled or deleted |
| `DOCUMENT_REMINDER_SENT` | Reminder email sent to recipient | No status changes |
### Template Events
| Event | Trigger | Key Changes |
| ------------------ | ------------------------------------ | ------------------------- |
| `TEMPLATE_CREATED` | New template created | `source: "TEMPLATE"` |
| `TEMPLATE_UPDATED` | Template settings or fields modified | `source: "TEMPLATE"` |
| `TEMPLATE_DELETED` | Template deleted | `source: "TEMPLATE"` |
| `TEMPLATE_USED` | Document created from template | `source: "TEMPLATE"` |
---
@@ -652,19 +837,22 @@ app.post('/webhook', (req, res) => {
switch (event) {
case 'DOCUMENT_COMPLETED':
// Handle completed document
console.log(`Document ${payload.id} completed`);
break;
case 'DOCUMENT_RECIPIENT_COMPLETED':
const signer = payload.recipients.find((r) => r.signingStatus === 'SIGNED');
console.log(`${signer?.name} completed their action on document ${payload.id}`);
break;
case 'DOCUMENT_SIGNED':
// Handle signature
const signer = payload.Recipient.find((r) => r.signingStatus === 'SIGNED');
console.log(`${signer?.name} signed document ${payload.id}`);
console.log(`Signature added to document ${payload.id}`);
break;
case 'DOCUMENT_REJECTED':
// Handle rejection
const rejecter = payload.Recipient.find((r) => r.signingStatus === 'REJECTED');
const rejecter = payload.recipients.find((r) => r.signingStatus === 'REJECTED');
console.log(`${rejecter?.name} rejected: ${rejecter?.rejectionReason}`);
break;
case 'TEMPLATE_USED':
console.log(`Template ${payload.templateId} used to create document ${payload.id}`);
break;
}
res.status(200).send('OK');
@@ -1,6 +1,6 @@
---
title: Webhooks
description: Receive real-time notifications when documents are signed, completed, or updated.
description: Receive real-time notifications for document and template events.
---
## How Webhooks Work
@@ -9,6 +9,8 @@ description: Receive real-time notifications when documents are signed, complete
2. When an event occurs, Documenso sends an HTTP POST to your URL
3. Your application processes the event and responds with 200 OK
Documenso supports webhook events for the full document lifecycle (created, sent, opened, signed, completed, rejected, cancelled) as well as template events (created, updated, deleted, used).
---
## Getting Started
@@ -41,7 +43,15 @@ description: Receive real-time notifications when documents are signed, complete
"payload": {
"id": 123,
"title": "Contract",
"status": "COMPLETED"
"status": "COMPLETED",
"completedAt": "2024-01-15T10:30:00.000Z",
"recipients": [
{
"id": 1,
"email": "signer@example.com",
"signingStatus": "SIGNED"
}
]
},
"createdAt": "2024-01-15T10:30:00.000Z",
"webhookEndpoint": "https://your-endpoint.com/webhook"
@@ -220,11 +220,17 @@ When creating a webhook, you can subscribe to one or more events:
| ----- | ------- |
| `DOCUMENT_CREATED` | A new document is created |
| `DOCUMENT_SENT` | A document is sent to recipients |
| `DOCUMENT_OPENED` | A recipient opens the document |
| `DOCUMENT_OPENED` | A recipient opens the document for the first time |
| `DOCUMENT_SIGNED` | A recipient signs the document |
| `DOCUMENT_COMPLETED` | All recipients have signed the document |
| `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 cancels the document |
| `DOCUMENT_CANCELLED` | The document owner deletes the document |
| `DOCUMENT_REMINDER_SENT` | A reminder email is sent to a recipient |
| `TEMPLATE_CREATED` | A new template is created |
| `TEMPLATE_UPDATED` | A template is modified |
| `TEMPLATE_DELETED` | A template is deleted |
| `TEMPLATE_USED` | A document is created from a template |
You can subscribe to all events or select specific ones based on your needs. For example, if you only need to know when documents are fully signed, subscribe only to `DOCUMENT_COMPLETED`.
@@ -250,9 +250,15 @@ const validEvents = [
'DOCUMENT_SENT',
'DOCUMENT_OPENED',
'DOCUMENT_SIGNED',
'DOCUMENT_RECIPIENT_COMPLETED',
'DOCUMENT_COMPLETED',
'DOCUMENT_REJECTED',
'DOCUMENT_CANCELLED',
'DOCUMENT_REMINDER_SENT',
'TEMPLATE_CREATED',
'TEMPLATE_UPDATED',
'TEMPLATE_DELETED',
'TEMPLATE_USED',
];
if (!validEvents.includes(event)) {
@@ -53,8 +53,8 @@ The Enterprise Edition is required when you:
- Document Action Reauthentication (Passkeys and 2FA)
- 21 CFR Part 11 Compliance
- Email Domains (custom sender addresses)
- Embed Authoring
- Embed Authoring White Label
- Embed Editor
- Embed Editor White Label
- Custom signing certificates
- Priority feature requests
+11 -8
View File
@@ -19,16 +19,19 @@ Use the limitless plans as much as you like. They are meant to offer a lot. Plea
### Do
- Sign as many documents as you need with the individual plan for your single business or organisation
- Use the API and automation tools to automate your signing workflows
- Experiment with plans and integrations while testing what you want to build
- Use team or platform plans to run your workflows, even with significant volume, as long as it aligns with the plans intended purpose.
- Experiment and automate freely within the plan features.
- If volume grows beyond whats sustainable on your plan, well reach out to discuss an upgrade.
- Assume that extreme usage will lead to us contacting you. You can scale up—or scale back. Its about finding the right fit.
### Don't
- Use an individual account API to power a platform or product
- Run a large company signing thousands of documents per day on a small team plan
- Expect enterprise-level support on a fair support plan
- Overthink this policy — if you are a paying customer, we want you to win
- Use an individual account's API to power a platform or product.
- Run a large company signing thousands of documents per day on a small team plan.
- Expect enterprise-level support on a fair support plan (i.e. business edition).
- Use a team plan to power an external platform or commercial product or platform beyond moderate testing.
- Expect a platform plan to support enterprise-level volumes indefinitely without a conversation.
- Dont expect the platform plan to cover enterprise-scale volume or support. If you reach that point, well reach out to guide you to the right fit.
- Dont overthink this if youre building something valuable, we want to see you succeed. If we need to talk, we will.
## Rate Limits
@@ -1,5 +1,5 @@
---
title: AI Recipient & Field Detection (Self-hosting)
title: AI Recipient & Field Detection
description: Configure Google Vertex AI so Documenso can detect recipients and fields automatically.
---
@@ -0,0 +1,408 @@
---
title: Document Conversion
description: Enable DOCX uploads on a self-hosted Documenso instance by running a Gotenberg sidecar that converts Word documents to PDF.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Overview
Documenso can accept `.docx` uploads in addition to PDFs. When a user uploads a Word document, the Documenso server sends it to a [Gotenberg](https://gotenberg.dev) service which uses LibreOffice to convert it to PDF. The converted PDF is what gets stored, signed, and downloaded. The original DOCX is discarded.
This feature is **opt-in for self-hosted instances**. When the conversion service is not configured, DOCX uploads are rejected in the UI and only PDFs are accepted.
| Property | Value |
| ----------------------- | -------------------------------------------------------------------- |
| Conversion engine | [Gotenberg](https://gotenberg.dev) + LibreOffice |
| Input format | `.docx` (Office Open XML Word documents) |
| Output format | PDF |
| Network requirement | Documenso must reach the Gotenberg HTTP API |
| Default request timeout | 30 seconds per file |
| Failure handling | An internal circuit breaker opens for 30 seconds after a failure |
<Callout type="info">
Only `.docx` is accepted. Legacy `.doc`, `.odt`, `.rtf`, and other LibreOffice-supported formats
are rejected at the upload step even when Gotenberg is configured.
</Callout>
---
## Requirements
- A running Gotenberg 8 instance with the LibreOffice module (`gotenberg/gotenberg:8-libreoffice` or newer).
- Network reachability from the Documenso container to the Gotenberg HTTP API.
- A version of Documenso that includes the document conversion feature.
## Build the Gotenberg Image
The upstream `gotenberg/gotenberg:8-libreoffice` image works out of the box, but it ships only **metric-compatible font substitutes** (Carlito for Calibri, Liberation for Arial/Times/Courier). Layout widths are preserved but documents will look noticeably different from Word.
For better fidelity, especially for non-Latin scripts, build a derived image that adds Microsoft Core Fonts and additional language fonts. The Documenso repository ships a reference Dockerfile at [`docker/development/Dockerfile.gotenberg`](https://github.com/documenso/documenso/blob/main/docker/development/Dockerfile.gotenberg) that you can use as a starting point:
```dockerfile
FROM gotenberg/gotenberg:8-libreoffice
USER root
RUN echo "deb http://deb.debian.org/debian trixie contrib non-free" \
> /etc/apt/sources.list.d/contrib.list \
&& echo "ttf-mscorefonts-installer msttcorefonts/accepted-mscorefonts-eula select true" \
| debconf-set-selections \
&& apt-get update -qq \
&& DEBIAN_FRONTEND=noninteractive apt-get install -y -qq --no-install-recommends \
ca-certificates \
ttf-mscorefonts-installer \
fonts-symbola \
fonts-noto-extra \
fonts-hosny-amiri \
fonts-thai-tlwg \
fonts-sil-padauk \
fonts-sarai \
fonts-samyak-taml \
culmus \
libfribidi0 \
libharfbuzz0b \
&& fc-cache -f \
&& rm -rf /var/lib/apt/lists/* /tmp/* /var/tmp/*
USER gotenberg
```
<Callout type="warn">
`ttf-mscorefonts-installer` accepts the Microsoft Core Fonts EULA on your behalf via debconf. By
installing this image you are agreeing to those licence terms. Review them before publishing the
image.
</Callout>
Build and publish the image to a registry you control:
```bash
docker build -t registry.example.com/documenso/gotenberg:8 \
-f Dockerfile.gotenberg .
docker push registry.example.com/documenso/gotenberg:8
```
If you do not need extra fonts, skip the build step entirely and reference `gotenberg/gotenberg:8-libreoffice` directly in the next section.
## Deploy the Service
The Gotenberg service should run **alongside** your Documenso container, not exposed to the public internet. The conversion service has no built-in authorisation beyond HTTP Basic auth, so it should sit on a private network or behind your existing reverse proxy.
<Tabs items={['Docker Compose', 'Kubernetes', 'External Instance']}>
<Tab value="Docker Compose">
Add a `gotenberg` service to the `compose.yml` you use for Documenso:
```yaml
services:
gotenberg:
image: registry.example.com/documenso/gotenberg:8
# Or use upstream directly:
# image: gotenberg/gotenberg:8-libreoffice
restart: unless-stopped
environment:
GOTENBERG_API_BASIC_AUTH_USERNAME: ${GOTENBERG_USERNAME}
GOTENBERG_API_BASIC_AUTH_PASSWORD: ${GOTENBERG_PASSWORD}
command:
- gotenberg
- --api-enable-basic-auth
- --libreoffice-deny-private-ips
- --api-timeout=500s
- --libreoffice-auto-start
- --libreoffice-start-timeout=300s
- --pdfengines-disable-routes
- --webhook-disable
healthcheck:
test: ['CMD', 'curl', '-fsS', 'http://localhost:3000/health']
interval: 10s
timeout: 5s
retries: 5
start_period: 20s
documenso:
# existing config
environment:
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL: http://gotenberg:3000
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME: ${GOTENBERG_USERNAME}
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD: ${GOTENBERG_PASSWORD}
depends_on:
gotenberg:
condition: service_healthy
```
Do **not** publish Gotenberg's port (`3000`) to the host. Documenso reaches it over the internal Docker network using the service name (`http://gotenberg:3000`).
</Tab>
<Tab value="Kubernetes">
Create a Deployment, Service, and Secret. Example manifests:
```yaml
apiVersion: v1
kind: Secret
metadata:
name: gotenberg-auth
namespace: documenso
stringData:
username: documenso
password: replace-me-with-a-strong-password
---
apiVersion: apps/v1
kind: Deployment
metadata:
name: gotenberg
namespace: documenso
spec:
replicas: 1
selector:
matchLabels: { app: gotenberg }
template:
metadata:
labels: { app: gotenberg }
spec:
containers:
- name: gotenberg
image: registry.example.com/documenso/gotenberg:8
args:
- gotenberg
- --api-enable-basic-auth
- --libreoffice-deny-private-ips
- --api-timeout=500s
- --libreoffice-auto-start
- --libreoffice-start-timeout=300s
- --pdfengines-disable-routes
- --webhook-disable
env:
- name: GOTENBERG_API_BASIC_AUTH_USERNAME
valueFrom: { secretKeyRef: { name: gotenberg-auth, key: username } }
- name: GOTENBERG_API_BASIC_AUTH_PASSWORD
valueFrom: { secretKeyRef: { name: gotenberg-auth, key: password } }
ports:
- containerPort: 3000
readinessProbe:
httpGet: { path: /health, port: 3000 }
livenessProbe:
httpGet: { path: /health, port: 3000 }
initialDelaySeconds: 30
---
apiVersion: v1
kind: Service
metadata:
name: gotenberg
namespace: documenso
spec:
selector: { app: gotenberg }
ports:
- port: 3000
targetPort: 3000
```
Then reference the in-cluster URL from Documenso's environment:
```
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL=http://gotenberg.documenso.svc.cluster.local:3000
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=replace-me-with-a-strong-password
```
</Tab>
<Tab value="External Instance">
Documenso does not have to colocate with Gotenberg. You can point it at any reachable Gotenberg deployment: a managed instance, a shared internal service, or a Gotenberg-compatible API.
```bash
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL=https://gotenberg.internal.example.com
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=replace-me-with-a-strong-password
```
The remote instance must:
- Expose the LibreOffice route `/forms/libreoffice/convert`.
- Be reachable from the Documenso container with low enough latency that the 30 second per-request timeout is comfortable.
- Be on a private network or require authentication. Uploaded documents are sent to it as multipart form data and may contain sensitive content.
</Tab>
</Tabs>
## Recommended Gotenberg Flags
The flags in the examples above are not arbitrary. Each one matters for a production deployment.
| Flag | Why it matters |
| --------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `--api-enable-basic-auth` | Requires HTTP Basic credentials on every API route. Without this, anyone with network access to the container can convert arbitrary documents. |
| `--libreoffice-deny-private-ips` | Rejects any outbound fetch LibreOffice tries to make to private, loopback, link-local, or cloud-metadata addresses while processing a document. Mitigates SSRF via malicious `.docx` files that embed `TargetMode="External"` references. Requires Gotenberg 8.32.0. |
| `--api-timeout=500s` | Server-side request ceiling. Documenso aborts at 30 s by default, so this is a safety net for very large documents. |
| `--libreoffice-auto-start` | Starts LibreOffice at container boot so the first request is not slow. |
| `--libreoffice-start-timeout=300s`| Allows LibreOffice up to 5 minutes to come up under load. |
| `--pdfengines-disable-routes` | Disables the PDF engines routes Documenso does not use. Shrinks the attack surface. |
| `--webhook-disable` | Disables webhook callbacks. Documenso uses synchronous requests only. |
## Configure Documenso
Set the following environment variables on the Documenso container and restart it.
### Required
| Variable | Description |
| ------------------------------------- | ---------------------------------------------------------------------- |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL`| Base URL of the Gotenberg service (e.g., `http://gotenberg:3000`). Leave unset to disable the feature. |
### Optional
| Variable | Default | Description |
| ------------------------------------------- | ------- | -------------------------------------------------------------------------------------------- |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME` | | HTTP Basic auth username. Set when Gotenberg runs with `--api-enable-basic-auth`. |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD` | | HTTP Basic auth password. Set together with the username. |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS`| `30000` | Per-request timeout in milliseconds. Increase for very large documents. |
<Callout type="info">
When `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` is set, the public flag
`NEXT_PUBLIC_DOCUMENT_CONVERSION_ENABLED` is derived automatically on server start. You do not
need to set it yourself, and setting it manually has no effect.
</Callout>
### Example `.env` Snippet
```bash
# Document conversion (DOCX -> PDF)
NEXT_PRIVATE_DOCUMENT_CONVERSION_URL=http://gotenberg:3000
NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME=documenso
NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD=replace-me-with-a-strong-password
# NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS=60000
```
## Verify the Setup
{/* prettier-ignore */}
<Steps>
<Step>
### Restart the Documenso container
Restart so the new environment variables are picked up.
</Step>
<Step>
### Confirm Gotenberg is healthy
From a shell inside the Documenso container or another container on the same network:
```bash
curl -fsS http://gotenberg:3000/health
```
The endpoint is exempt from basic auth and should return `200 OK`.
</Step>
<Step>
### Upload a test DOCX
In the Documenso web UI, open **Documents** and try uploading a small `.docx` file. The upload dropzone should accept it, and after a few seconds the editor should open with the converted PDF.
</Step>
<Step>
### Check the server logs
Successful conversions log a `document_conversion_attempt` event with `result: "success"`, the duration, and the file size. Failures log the same event with `result: "error"` and an error code (`CONVERSION_SERVICE_UNAVAILABLE`, `CONVERSION_FAILED`, or `UNSUPPORTED_FILE_TYPE`).
</Step>
</Steps>
## Security Considerations
- **Treat the conversion service as untrusted internal infrastructure.** Documents pass through Gotenberg in plain form. Run it on a private network and require HTTP Basic auth.
- **Run with `--libreoffice-deny-private-ips`.** Without this flag, a malicious `.docx` can trigger LibreOffice to fetch URLs from your internal network (SSRF).
- **Disable unused routes.** `--pdfengines-disable-routes` and `--webhook-disable` reduce attack surface. Documenso only uses the LibreOffice convert route.
- **Do not expose Gotenberg to the public internet.** Even with basic auth, this is a document-processing service with a non-trivial CPU and memory footprint; exposing it invites abuse.
- **Rotate credentials.** Rotating the basic auth secret is a config change in both Gotenberg and Documenso, followed by a restart of each.
## Resource Sizing
Conversion is CPU- and memory-bound on LibreOffice. As a starting point:
| Workload | Suggested resources |
| ----------------------------- | ------------------------------------ |
| Light (a few DOCX per minute) | 1 vCPU, 1 GB RAM |
| Moderate (sustained uploads) | 2 vCPU, 2 GB RAM |
| Heavy / multi-tenant | Horizontally scale Gotenberg replicas behind a load balancer |
Gotenberg is stateless. Each container handles one or more concurrent requests independently. Scale horizontally rather than vertically once a single replica is saturated.
## Troubleshooting
<Accordions type="multiple">
<Accordion title="DOCX uploads are rejected with 'Only PDF and DOCX files are allowed'">
The Documenso server does not see `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL`. Check the value is set
on the running container (`docker exec documenso printenv | grep DOCUMENT_CONVERSION`) and
restart after changing it.
</Accordion>
<Accordion title="Uploads fail with 'Document conversion service is currently unavailable'">
Documenso could not reach Gotenberg. Verify:
- The URL in `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` is resolvable from the Documenso container
(use the Docker service name or in-cluster DNS, not `localhost`).
- Gotenberg's `/health` endpoint returns `200`.
- Basic auth credentials match between the two services.
After repeated failures, an internal circuit breaker opens for 30 seconds. Subsequent uploads
will fail fast during that window; this is intentional and self-recovers.
</Accordion>
<Accordion title="Uploads fail with 'Failed to convert document to PDF'">
Gotenberg was reachable but returned a non-2xx response. Check the Gotenberg container logs:
```bash
docker compose logs -f gotenberg
```
Common causes: corrupted `.docx` file, exotic embedded objects LibreOffice cannot render, or a
file that genuinely exceeded the conversion timeout. Increase
`NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS` for very large documents.
</Accordion>
<Accordion title="Converted PDFs look different from the Word document">
LibreOffice is not byte-identical to Microsoft Word. Layout, font metrics, and complex elements
(Charts, SmartArt, ActiveX controls) may differ. To improve fidelity:
- Use the custom Dockerfile in this guide to install Microsoft Core Fonts and additional
language fonts.
- Make sure any custom fonts referenced by your documents are installed in the Gotenberg image.
- For pixel-perfect output, ask users to export to PDF from Word before uploading.
</Accordion>
<Accordion title="Form controls in the DOCX appear blank or missing">
Documenso disables Gotenberg's `exportFormFields` flag during conversion. Word content controls
(`<w:sdt>`) become static graphics in the output PDF, which prevents Documenso's later
flattening step from making them invisible. This is intentional. Use Documenso fields
(signature, text, date, etc.) for anything that needs to be filled in by signers.
</Accordion>
<Accordion title="Conversion is slow on the first request">
LibreOffice starts lazily by default. Pass `--libreoffice-auto-start` to Gotenberg so it warms
up at container boot. Allow up to a minute on first start before considering the service
unhealthy.
</Accordion>
<Accordion title="The circuit breaker keeps opening">
Repeated failures open an in-process circuit breaker for 30 seconds. If you see this in
production, the underlying problem is the Gotenberg service. Check its logs, resource usage,
and connectivity. The breaker is per-process and resets on restart.
</Accordion>
</Accordions>
---
## See Also
- [Upload Documents (User Guide)](/docs/users/documents/upload) - End-user view of DOCX uploads
- [Environment Variables](/docs/self-hosting/configuration/environment) - Full configuration reference
- [Docker Compose Deployment](/docs/self-hosting/deployment/docker-compose) - Compose-based deployment patterns
- [Gotenberg Documentation](https://gotenberg.dev/docs/getting-started/introduction) - Upstream Gotenberg docs
@@ -1,6 +1,6 @@
---
title: Advanced
description: Optional configuration for OAuth providers, AI features, and other advanced settings.
description: Optional configuration for OAuth providers, AI features, document conversion, and other advanced settings.
---
<Cards>
@@ -14,4 +14,9 @@ description: Optional configuration for OAuth providers, AI features, and other
description="Enable AI-powered recipient and field detection."
href="/docs/self-hosting/configuration/advanced/ai-features"
/>
<Card
title="Document Conversion"
description="Accept DOCX uploads by running a Gotenberg sidecar that converts Word documents to PDF."
href="/docs/self-hosting/configuration/advanced/document-conversion"
/>
</Cards>
@@ -1,4 +1,4 @@
{
"title": "Advanced",
"pages": ["oauth-providers", "ai-features"]
"pages": ["oauth-providers", "document-conversion", "ai-features"]
}
@@ -0,0 +1,187 @@
---
title: Background Jobs
description: Configure how Documenso processes background tasks like email delivery, document processing, and webhook dispatch.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Overview
Documenso processes background jobs for email delivery, document sealing, webhook dispatch, and scheduled maintenance tasks. Three providers are available:
| Provider | Backend | Best For | Infrastructure |
| -------- | ---------- | ----------------------------------------------- | -------------- |
| Inngest | Managed | Production with zero ops overhead | None |
| BullMQ | Redis | Self-hosted production with full control | Redis |
| Local | PostgreSQL | Development and small self-hosted deployments | None |
Select a provider with the `NEXT_PRIVATE_JOBS_PROVIDER` environment variable:
```bash
NEXT_PRIVATE_JOBS_PROVIDER=inngest # or bullmq, local
```
<Callout type="info">
The default provider is `local`. It requires no additional infrastructure and works well for development and small deployments, but is not recommended for production workloads.
</Callout>
---
## Inngest (Recommended)
[Inngest](https://www.inngest.com/) is a managed background job service. It handles scheduling, retries, concurrency, and observability without any infrastructure to manage. This is the recommended provider for production deployments.
### Setup
{/* prettier-ignore */}
1. Create an account at [inngest.com](https://www.inngest.com/)
2. Create an app and obtain your event key and signing key
3. Configure the environment variables:
```bash
NEXT_PRIVATE_JOBS_PROVIDER=inngest
NEXT_PRIVATE_INNGEST_EVENT_KEY=your-event-key
INNGEST_SIGNING_KEY=your-signing-key
```
### Environment Variables
| Variable | Description | Required |
| -------------------------------- | -------------------------------------------- | -------- |
| `NEXT_PRIVATE_INNGEST_EVENT_KEY` | Inngest event key | Yes |
| `INNGEST_EVENT_KEY` | Alternative Inngest event key | No |
| `INNGEST_SIGNING_KEY` | Inngest signing key for webhook verification | Yes |
| `NEXT_PRIVATE_INNGEST_APP_ID` | Custom Inngest app ID | No |
### Advantages
- No infrastructure to manage
- Built-in monitoring dashboard
- Automatic retries with backoff
- Cron scheduling handled externally
- Scales automatically
---
## BullMQ
[BullMQ](https://docs.bullmq.io/) is a Redis-backed job queue that runs inside the Documenso process. It provides higher throughput than the local provider, configurable concurrency, and a built-in dashboard for monitoring jobs.
### Requirements
- **Redis 6.2+** - any Redis-compatible service works (Redis, KeyDB, Dragonfly, AWS ElastiCache, Upstash, etc.)
### Setup
```bash
NEXT_PRIVATE_JOBS_PROVIDER=bullmq
NEXT_PRIVATE_REDIS_URL=redis://localhost:6379
```
### Environment Variables
| Variable | Description | Default |
| ---------------------------------- | -------------------------------------------------------------------------- | ----------- |
| `NEXT_PRIVATE_REDIS_URL` | Redis connection URL | _(required)_ |
| `NEXT_PRIVATE_REDIS_PREFIX` | Key prefix for Redis queues (useful when sharing an instance) | `documenso` |
| `NEXT_PRIVATE_BULLMQ_CONCURRENCY` | Number of concurrent jobs to process | `10` |
### Dashboard
BullMQ includes a job monitoring dashboard at `/api/jobs/board`. In production, only admin users can access the dashboard. In development, it is open to all users.
The dashboard provides visibility into queued, active, completed, and failed jobs.
### Docker Compose with Redis
If you're using Docker Compose, add a Redis service:
```yaml
services:
redis:
image: redis:8-alpine
ports:
- '6379:6379'
volumes:
- redis_data:/data
volumes:
redis_data:
```
Then set `NEXT_PRIVATE_REDIS_URL=redis://redis:6379` in your Documenso environment.
### Advantages
- Self-hosted with no external service dependencies beyond Redis
- Configurable concurrency
- Built-in job monitoring dashboard
- Reliable retries with exponential backoff
- Queue namespacing for shared Redis instances
---
## Local
The local provider uses your PostgreSQL database as a job queue. Jobs are stored in the `BackgroundJob` table and processed via internal HTTP requests that Documenso sends to itself.
### Setup
No configuration required. The local provider is the default when `NEXT_PRIVATE_JOBS_PROVIDER` is unset or set to `local`.
```bash
# Optional - this is the default
NEXT_PRIVATE_JOBS_PROVIDER=local
```
### Internal URL
Background jobs in the local provider work by Documenso sending HTTP requests to itself. If your reverse proxy or network setup causes issues with the app reaching its own public URL, set the internal URL:
```bash
NEXT_PRIVATE_INTERNAL_WEBAPP_URL=http://localhost:3000
```
This tells the job system to use the internal address instead of `NEXT_PUBLIC_WEBAPP_URL` for self-requests.
<Callout type="warn">
The local provider is suitable for development and small deployments. For production workloads, use Inngest or BullMQ.
</Callout>
### Limitations
- No concurrency control - jobs are processed one at a time per request cycle
- No built-in monitoring
- Depends on the application being able to reach itself over HTTP
- Not suitable for high-throughput workloads
---
## Choosing a Provider
<Tabs items={['Managed hosting', 'Self-hosted production', 'Development']}>
<Tab value="Managed hosting">
Use **Inngest**. Zero infrastructure, automatic scaling, and built-in observability. The simplest path to reliable background jobs in production.
</Tab>
<Tab value="Self-hosted production">
Use **BullMQ**. Add a Redis instance to your infrastructure and get reliable job processing with a monitoring dashboard. Good fit if you already run Redis or want to keep everything self-hosted.
</Tab>
<Tab value="Development">
Use **Local** (the default). No additional setup required. Works out of the box with just PostgreSQL.
</Tab>
</Tabs>
---
## See Also
- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
- [Requirements](/docs/self-hosting/getting-started/requirements) - Infrastructure requirements
- [Docker Compose](/docs/self-hosting/deployment/docker-compose) - Deploy with Docker Compose
@@ -224,11 +224,44 @@ For detailed certificate setup, see [Signing Certificate](/docs/self-hosting/con
## Feature Flags
| Variable | Description | Default |
| ------------------------------------- | ----------------------------------------------- | ------- |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Disable public user registration | `false` |
| `NEXT_PUBLIC_POSTHOG_KEY` | PostHog API key for analytics and feature flags | |
| `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features | `false` |
| Variable | Description | Default |
| -------------------------------------------- | ----------------------------------------------------------------------------------- | ------- |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Master switch. Disable all signup methods application-wide | `false` |
| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP` | Disable email/password signup only. SSO signup is unaffected | `false` |
| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP` | Block new accounts via Google. Existing Google-linked users can still sign in | `false` |
| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP` | Block new accounts via Microsoft. Existing linked users can still sign in | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP` | Block new accounts via OIDC, including the organisation portal | `false` |
| `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of email domains allowed to sign up (e.g., `example.com,acme.org`) | |
| `NEXT_PUBLIC_POSTHOG_KEY` | PostHog API key for analytics and feature flags | |
| `NEXT_PUBLIC_FEATURE_BILLING_ENABLED` | Enable billing features | `false` |
### Signup Restrictions
You can control who is allowed to create accounts on your instance with the following environment variables:
- **`NEXT_PUBLIC_DISABLE_SIGNUP`** (master switch): Set to `true` to block all new signups across every method (email/password, Google, Microsoft, OIDC). When set, this also blocks new-account creation through the organisation OIDC authentication portal.
- **`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP`**: Set to `true` to disable email/password signup only. SSO signup is still allowed.
- **`NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP`**, **`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`**, **`NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`**: Set to `true` to block brand-new account creation through the matching SSO provider. Existing users with the provider already linked can still sign in, and existing users can still link the provider to their account. `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP` also blocks new-account creation through the organisation authentication portal.
- **`NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`**: Restrict signups to specific email domains. When set, only users whose email address matches one of the listed domains can create an account. Leave empty to allow all domains.
Sign-in for existing users is never affected, only the creation of brand-new accounts.
Both the master switch and the domain allowlist apply to email/password registration and OAuth (Google, Microsoft, OIDC). If a user attempts to sign up via OAuth with a disallowed domain, they are redirected to the sign-in page with an error.
When both the master switch and the domain allowlist are set, the master switch takes precedence. Signups are blocked regardless of the domain list.
```bash
# Allow signups only from specific domains
NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
# Allow OIDC signup only; block email/password, Google, Microsoft
NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP="true"
NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP="true"
NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
# Or disable signups entirely
NEXT_PUBLIC_DISABLE_SIGNUP="true"
```
---
@@ -246,22 +279,59 @@ AI features must also be enabled in organisation/team settings after configurati
---
## Document Conversion
Documenso can accept `.docx` uploads by sending them to a [Gotenberg](https://gotenberg.dev) service that converts them to PDF. When `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` is unset, DOCX uploads are rejected and only PDFs are accepted.
| Variable | Description | Default |
| --------------------------------------------- | ------------------------------------------------------------------------------------------------- | ------- |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` | Base URL of the Gotenberg service (e.g., `http://gotenberg:3000`). Unset disables the feature. | |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_USERNAME` | HTTP Basic auth username. Required when Gotenberg runs with `--api-enable-basic-auth`. | |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_PASSWORD` | HTTP Basic auth password. Set together with the username. | |
| `NEXT_PRIVATE_DOCUMENT_CONVERSION_TIMEOUT_MS` | Per-request timeout in milliseconds. Increase for very large documents. | `30000` |
The public flag `NEXT_PUBLIC_DOCUMENT_CONVERSION_ENABLED` is derived automatically from `NEXT_PRIVATE_DOCUMENT_CONVERSION_URL` on server start. Do not set it manually.
For setup, image-build instructions, and security recommendations, see [Document Conversion](/docs/self-hosting/configuration/advanced/document-conversion).
---
## Background Jobs
Documenso uses a PostgreSQL-based job queue by default. Jobs (email delivery, document processing, webhook dispatch) are stored in the `BackgroundJob` table and processed via internal HTTP requests. No external queue service like Redis is required.
Documenso supports multiple background job providers for processing emails, documents, webhooks, and scheduled tasks.
| Variable | Description | Default |
| ---------------------------- | ------------------------------------------------------------------------------ | ------- |
| `NEXT_PRIVATE_JOBS_PROVIDER` | Jobs provider: `local` (PostgreSQL-based queue) or `inngest` (managed service) | `local` |
### Provider Selection
### Inngest Configuration
| Variable | Description | Default |
| ---------------------------- | -------------------------------------------------------------------------------------- | ------- |
| `NEXT_PRIVATE_JOBS_PROVIDER` | Jobs provider: `local` (PostgreSQL), `bullmq` (Redis), or `inngest` (managed service) | `local` |
| Variable | Description |
| -------------------------------- | -------------------------------------------- |
| `NEXT_PRIVATE_INNGEST_EVENT_KEY` | Inngest event key |
| `INNGEST_EVENT_KEY` | Alternative Inngest event key |
| `INNGEST_SIGNING_KEY` | Inngest signing key for webhook verification |
| `NEXT_PRIVATE_INNGEST_APP_ID` | Custom Inngest app ID |
### Local (local)
No additional configuration required. Jobs are stored in PostgreSQL and processed via internal HTTP requests.
| Variable | Description | Default |
| ---------------------------------- | ------------------------------------------------------------ | -------------------------------- |
| `NEXT_PRIVATE_INTERNAL_WEBAPP_URL` | Internal URL for the app to send job requests to itself | Same as `NEXT_PUBLIC_WEBAPP_URL` |
### BullMQ (bullmq)
| Variable | Required | Description | Default |
| ---------------------------------- | -------- | ------------------------------------------------------------- | ----------- |
| `NEXT_PRIVATE_REDIS_URL` | Yes | Redis connection URL (e.g., `redis://localhost:6379`) | |
| `NEXT_PRIVATE_REDIS_PREFIX` | No | Key prefix for Redis queues (useful when sharing an instance) | `documenso` |
| `NEXT_PRIVATE_BULLMQ_CONCURRENCY` | No | Number of concurrent jobs to process | `10` |
### Inngest (inngest)
| Variable | Required | Description |
| -------------------------------- | -------- | -------------------------------------------- |
| `NEXT_PRIVATE_INNGEST_EVENT_KEY` | Yes | Inngest event key |
| `INNGEST_EVENT_KEY` | No | Alternative Inngest event key |
| `INNGEST_SIGNING_KEY` | Yes | Inngest signing key for webhook verification |
| `NEXT_PRIVATE_INNGEST_APP_ID` | No | Custom Inngest app ID |
For setup guides and provider recommendations, see [Background Jobs](/docs/self-hosting/configuration/background-jobs).
---
@@ -289,7 +359,7 @@ 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 authoring, 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.
| Variable | Description |
| ------------------------------------ | ------------------------------------------------ |
@@ -328,6 +398,14 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS="noreply@example.com"
# Signing (certificate must be configured)
NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
# Signup restrictions (optional)
# NEXT_PUBLIC_DISABLE_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP="true"
# NEXT_PUBLIC_DISABLE_OIDC_SIGNUP="true"
# NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS="example.com,acme.org"
```
---
@@ -5,6 +5,7 @@
"database",
"email",
"storage",
"background-jobs",
"signing-certificate",
"telemetry",
"advanced"
@@ -1,6 +1,6 @@
---
title: Storage Configuration
description: Configure file storage for uploaded documents and signed PDFs using database storage (default) or S3-compatible object storage.
description: Configure file storage for uploaded documents and signed PDFs using database storage (default), S3-compatible object storage, or Azure Blob Storage.
---
import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
@@ -10,10 +10,11 @@ import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Storage Options
| Backend | Best For | Scalability | Configuration |
| ---------- | -------------------------------- | ----------- | ------------- |
| `database` | Small deployments, simplicity | Limited | None required |
| `s3` | Production, large files, backups | High | Required |
| Backend | Best For | Scalability | Configuration |
| ------------ | --------------------------------------- | ----------- | ------------- |
| `database` | Small deployments, simplicity | Limited | None required |
| `s3` | Production, large files, backups | High | Required |
| `azure-blob` | Production on Azure, native Blob access | High | Required |
Select the storage backend with the `NEXT_PUBLIC_UPLOAD_TRANSPORT` environment variable:
@@ -23,6 +24,9 @@ NEXT_PUBLIC_UPLOAD_TRANSPORT=database
# S3-compatible storage
NEXT_PUBLIC_UPLOAD_TRANSPORT=s3
# Azure Blob Storage (native)
NEXT_PUBLIC_UPLOAD_TRANSPORT=azure-blob
```
---
@@ -283,6 +287,111 @@ NEXT_PRIVATE_UPLOAD_REGION=us-east-1
---
## Azure Blob Storage
Azure Blob Storage is supported as a native transport (not S3-compatible). Documenso uses the official `@azure/storage-blob` SDK and signs SAS URLs with the Storage Account key for browser uploads and downloads.
### Required Variables
| Variable | Description |
| --------------------------------------- | ------------------------------------------------- |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | Set to `azure-blob` |
| `NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_NAME` | Azure Storage Account name |
| `NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_KEY` | Azure Storage Account access key |
| `NEXT_PRIVATE_UPLOAD_AZURE_CONTAINER` | Container name where uploads are stored |
### Optional Variables
| Variable | Description | Default |
| ----------------------------------- | ---------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------- |
| `NEXT_PRIVATE_UPLOAD_AZURE_ENDPOINT` | Custom Blob endpoint URL. Useful for local development against Azurite (for example `http://127.0.0.1:10000`). | `https://<account>.blob.core.windows.net` |
### Azure Setup
{/* prettier-ignore */}
<Steps>
<Step>
### Create a Storage Account and Container
Create a Storage Account in the Azure Portal or via the Azure CLI, then create a container inside it:
```bash
az storage account create \
--name yourstorageaccount \
--resource-group your-rg \
--location eastus \
--sku Standard_LRS
az storage container create \
--name documenso-documents \
--account-name yourstorageaccount
```
</Step>
<Step>
### Configure CORS on the container
The browser uploads documents directly to Azure Blob using a SAS URL, and downloads them the same way, so the Storage Account needs CORS rules that allow your application origin:
```bash
az storage cors add \
--services b \
--methods GET PUT \
--origins https://your-documenso-domain.com \
--allowed-headers "Content-Type" "x-ms-blob-type" "Authorization" \
--exposed-headers "*" \
--max-age 3600 \
--account-name yourstorageaccount
```
</Step>
<Step>
### Configure Environment Variables
```bash
NEXT_PUBLIC_UPLOAD_TRANSPORT=azure-blob
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_NAME=yourstorageaccount
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_KEY=your-account-key
NEXT_PRIVATE_UPLOAD_AZURE_CONTAINER=documenso-documents
```
</Step>
</Steps>
### Local Development with Azurite
Azurite is the official Azure Storage emulator. It supports the Blob REST API with account-key authentication.
```bash
docker run -d --name azurite \
-p 10000:10000 -p 10001:10001 -p 10002:10002 \
mcr.microsoft.com/azure-storage/azurite
```
Create the container against the well-known development account:
```bash
az storage container create \
--name documenso-documents \
--connection-string "DefaultEndpointsProtocol=http;AccountName=devstoreaccount1;AccountKey=Eby8vdM02xNOcqFlqUwJPLlmEtlCDXJ1OUzFT50uSRZ6IFsuFq2UVErCz4I6tq/K1SZFPTOtr/KBHBeksoGMGw==;BlobEndpoint=http://127.0.0.1:10000/devstoreaccount1;"
```
Configure environment variables to point at the emulator:
```bash
NEXT_PUBLIC_UPLOAD_TRANSPORT=azure-blob
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_NAME=devstoreaccount1
NEXT_PRIVATE_UPLOAD_AZURE_ACCOUNT_KEY=Eby8vdM02xNOcqFlqUwJPLlmEtlCDXJ1OUzFT50uSRZ6IFsuFq2UVErCz4I6tq/K1SZFPTOtr/KBHBeksoGMGw==
NEXT_PRIVATE_UPLOAD_AZURE_CONTAINER=documenso-documents
NEXT_PRIVATE_UPLOAD_AZURE_ENDPOINT=http://127.0.0.1:10000
```
<Callout type="info">
The Azurite key shown above is the public well-known development key, published by Microsoft for emulator use. Never reuse it in production.
</Callout>
---
## CloudFront CDN (Optional)
Use Amazon CloudFront to serve documents with lower latency and reduced S3 costs. CloudFront integration uses signed URLs for secure access.
@@ -154,8 +154,15 @@ PORT=3000
# Signing certificate (see Signing Certificate section)
NEXT_PRIVATE_SIGNING_PASSPHRASE=your-certificate-password
# Disable public signups
# Signup restrictions (optional)
# Master switch — disables every signup method
NEXT_PUBLIC_DISABLE_SIGNUP=false
# Per-method switches (optional). Each disables brand-new account creation through that method.
# NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP=true
# NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP=true
# NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP=true
# NEXT_PUBLIC_DISABLE_OIDC_SIGNUP=true
# NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS=example.com,acme.org
```
<Callout type="info">Generate secure secrets using: `openssl rand -base64 32`</Callout>
@@ -251,7 +258,11 @@ Navigate to the signup page and create your account. Verify your email address
<Callout type="info">
All accounts created through signup are regular user accounts. Admin access must be granted
directly in the database. Once your accounts are set up, consider disabling public signups by
setting `NEXT_PUBLIC_DISABLE_SIGNUP=true`.
setting `NEXT_PUBLIC_DISABLE_SIGNUP=true`. For finer control, use the per-method switches
`NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP`, `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP`,
`NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`, `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP`, or restrict
signups to specific email domains with
`NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS`.
</Callout>
## Managing Services
@@ -26,8 +26,14 @@ docker --version
## Pulling the Docker Image
The Documenso image is available on both DockerHub and GitHub Container Registry:
```bash
# DockerHub
docker pull documenso/documenso:latest
# GitHub Container Registry
docker pull ghcr.io/documenso/documenso:latest
```
### Available Tags
@@ -100,7 +106,12 @@ See [Email Configuration](/docs/self-hosting/configuration/email) for other tran
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | Passphrase for the signing certificate | - |
| `NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS` | Base64-encoded `.p12` certificate (alternative to file path) | - |
| `NEXT_PUBLIC_UPLOAD_TRANSPORT` | Document storage: `database` or `s3` | `database` |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Disable public signups | `false` |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Master switch — disable all signup methods | `false` |
| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP` | Disable email/password signup only | `false` |
| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP` | Block new accounts via Google OAuth | `false` |
| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP` | Block new accounts via Microsoft OAuth | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP` | Block new accounts via OIDC (incl. organisation portal) | `false` |
| `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of allowed signup email domains | |
For the complete list, see [Environment Variables](/docs/self-hosting/configuration/environment).
@@ -191,6 +202,14 @@ Documenso provides health check endpoints for monitoring:
| `/api/health` | Checks database connectivity and certificate status |
| `/api/certificate-status` | Returns whether a signing certificate is configured and usable |
Both endpoints return a JSON response with a `status` field:
| Status | Meaning |
| ----------- | -------------------------------------------------------------------- |
| `"ok"` | Everything is working properly |
| `"warning"` | Application is running but there are certificate issues |
| `"error"` | Critical issues (database unreachable, missing configuration, etc.) |
### Docker Health Check
Add a health check to your container:
@@ -153,8 +153,13 @@ NEXT_PRIVATE_SMTP_FROM_ADDRESS=noreply@yourdomain.com
| Variable | Description | Default |
| --------------------------------- | ---------------------------------- | ------- |
| `PORT` | Application port | `3000` |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Disable public signups | `false` |
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | Passphrase for signing certificate | - |
| `NEXT_PUBLIC_DISABLE_SIGNUP` | Master switch — disable all signup methods | `false` |
| `NEXT_PUBLIC_DISABLE_EMAIL_PASSWORD_SIGNUP` | Disable email/password signup only | `false` |
| `NEXT_PUBLIC_DISABLE_GOOGLE_SIGNUP` | Block new accounts via Google OAuth | `false` |
| `NEXT_PUBLIC_DISABLE_MICROSOFT_SIGNUP`| Block new accounts via Microsoft OAuth | `false` |
| `NEXT_PUBLIC_DISABLE_OIDC_SIGNUP` | Block new accounts via OIDC (incl. organisation portal)| `false` |
| `NEXT_PRIVATE_ALLOWED_SIGNUP_DOMAINS` | Comma-separated list of allowed signup email domains | |
| `NEXT_PRIVATE_SIGNING_PASSPHRASE` | Passphrase for signing certificate | - |
| `DOCUMENSO_DISABLE_TELEMETRY` | Disable anonymous telemetry | `false` |
</Step>
@@ -3,6 +3,8 @@ title: Getting Started
description: Requirements and quick start guide for self-hosting Documenso.
---
import { Callout } from 'fumadocs-ui/components/callout';
<Cards>
<Card
title="Requirements"
@@ -15,3 +17,11 @@ description: Requirements and quick start guide for self-hosting Documenso.
href="/docs/self-hosting/getting-started/quick-start"
/>
</Cards>
<Callout type="error">
**You must generate a signing certificate.** Documenso does not ship with one. Without a
certificate, the application starts normally but document signing will fail on completion with
errors.
Please see all the [requirements](/docs/self-hosting/getting-started/requirements) before proceeding.
</Callout>
@@ -7,14 +7,29 @@ import { Callout } from 'fumadocs-ui/components/callout';
## What You Need
Documenso requires the following external services:
Documenso requires the following items and external services:
| Service | Purpose | Minimum Version |
| ------------- | ---------------------------- | --------------- |
| Signing certificate | Digital signature for documents | N/A |
| PostgreSQL | Primary database | 14+ |
| SMTP server | Sending emails to recipients | Any |
| Reverse proxy | SSL termination, routing | Any |
### Signing Certificate
<Callout type="error">
Documenso does not ship with a signing certificate. Without one, the application starts normally
but all document signing will fail. You must generate or provide a `.p12` certificate before going
to production.
</Callout>
Every completed document is digitally signed using an X.509 certificate. You can generate a self-signed certificate for free or use one from a Certificate Authority (CA).
- [Generate a local certificate](/docs/self-hosting/configuration/signing-certificate/local) — step-by-step instructions to create a `.p12` certificate
- [All certificate options](/docs/self-hosting/configuration/signing-certificate) — self-signed, CA-issued, and Google Cloud HSM
### PostgreSQL Database
Documenso uses PostgreSQL for all data storage including documents, users, and audit logs. You cannot use MySQL, SQLite, or other databases.
@@ -85,9 +100,13 @@ See [Storage Configuration](/docs/self-hosting/configuration/storage) for setup
### Background Jobs
Documenso processes background jobs (email delivery, document processing) using a PostgreSQL-based queue. No additional services like Redis are required: the job queue is built into the application and uses your existing database.
Documenso processes background jobs (email delivery, document processing) using a PostgreSQL-based queue by default. No additional services are required: the job queue is built into the application and uses your existing database.
For high-throughput deployments, Documenso optionally supports [Inngest](https://www.inngest.com/) as an alternative job provider. Set `NEXT_PRIVATE_JOBS_PROVIDER=inngest` and configure `INNGEST_EVENT_KEY` and `INNGEST_SIGNING_KEY`. Most self-hosted instances do not need this.
For production deployments that need higher throughput or more reliable job processing, Documenso supports [BullMQ](https://docs.bullmq.io/) as an alternative provider. BullMQ requires a **Redis** instance (v6.2+). Set `NEXT_PRIVATE_JOBS_PROVIDER=bullmq` and configure `NEXT_PRIVATE_REDIS_URL`.
For managed/cloud deployments, [Inngest](https://www.inngest.com/) is also supported as a job provider. Set `NEXT_PRIVATE_JOBS_PROVIDER=inngest` and configure `INNGEST_EVENT_KEY` and `INNGEST_SIGNING_KEY`.
See [Background Jobs Configuration](/docs/self-hosting/configuration/background-jobs) for full details.
---
@@ -144,19 +144,41 @@ See [Storage Configuration](/docs/self-hosting/configuration/storage) for full s
---
## Background Jobs Don't Need Redis
## Background Jobs
Documenso uses a PostgreSQL-based job queue by default. No Redis, no external message broker. The job system uses your existing database to store and process background tasks like email delivery and document processing.
Documenso uses a PostgreSQL-based job queue by default (`local` provider). No Redis or external message broker is required for basic deployments.
For high-throughput deployments, Documenso optionally supports [Inngest](https://www.inngest.com/) as an alternative job provider:
For production workloads, consider switching to **Inngest** (managed) or **BullMQ** (self-hosted with Redis) for better reliability and throughput.
See [Background Jobs Configuration](/docs/self-hosting/configuration/background-jobs) for setup instructions and provider comparison.
---
## IPv6-Only Deployments
If you are deploying to an environment that uses only IPv6, set the `HOST` environment variable to `::` so the application binds to all IPv6 addresses:
**Docker:**
```bash
NEXT_PRIVATE_JOBS_PROVIDER=inngest
INNGEST_EVENT_KEY=your-event-key
INNGEST_SIGNING_KEY=your-signing-key
docker run -it -e HOST=:: documenso/documenso:latest npm run start
```
Most self-hosted instances do not need Inngest.
**Kubernetes or Docker Compose:**
```yaml
containers:
- name: documenso
image: documenso/documenso:latest
command:
- npm
args:
- run
- start
env:
- name: HOST
value: '::'
```
---
+10 -1
View File
@@ -3,6 +3,8 @@ title: Self-Hosting
description: Deploy and manage your own Documenso instance for complete control over your data, compliance, and customization.
---
import { Callout } from 'fumadocs-ui/components/callout';
## Getting Started
<Cards>
@@ -18,6 +20,13 @@ description: Deploy and manage your own Documenso instance for complete control
/>
</Cards>
<Callout type="error">
**You must generate a signing certificate.** Documenso does not ship with one. Without a
certificate, the application starts normally but document signing will fail.
Please see all the [requirements](/docs/self-hosting/getting-started/requirements) before proceeding.
</Callout>
---
## Deployment Options
@@ -122,7 +131,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
## Enterprise Edition
Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed authoring white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
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.
@@ -24,4 +24,14 @@ description: Advanced document features including PDF placeholders, AI detection
description="Control who can see documents within a team."
href="/docs/users/documents/advanced/document-visibility"
/>
<Card
title="Recipient Expiration"
description="Set a signing deadline so document links expire after a configurable period."
href="/docs/users/documents/advanced/recipient-expiration"
/>
<Card
title="Signing Reminders"
description="Automatically email recipients who have not yet signed on a configurable schedule."
href="/docs/users/documents/advanced/signing-reminders"
/>
</Cards>
@@ -5,6 +5,8 @@
"pdf-placeholders",
"ai-detection",
"default-recipients",
"document-visibility"
"document-visibility",
"recipient-expiration",
"signing-reminders"
]
}
@@ -0,0 +1,183 @@
---
title: Recipient Expiration
description: Set a signing deadline for recipients so document links expire after a configurable period.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Overview
Recipient expiration lets you set a deadline for how long recipients have to sign a document after it is sent. Once the deadline passes, the recipient can no longer access the signing link and the document owner is notified.
This is useful when:
- A business deal is contingent on being signed within a specific time frame
- A document is no longer relevant after a certain date
- You want to ensure recipients act promptly rather than leaving documents unsigned indefinitely
Expiration is tracked **per recipient**, not per document. If one recipient's deadline passes, other recipients can still sign. The document stays in a pending state so the owner can decide whether to resend or cancel.
## Default Behaviour
Every organisation has a default expiration period of **3 months**. This means that when you send a document, each recipient has 3 months from the time the document is sent to complete their signing.
You can change this default at the organisation or team level, or override it per document.
## Settings Cascade
Expiration settings follow a three-level cascade: **Organisation → Team → Document**. Each level can override the one above it.
<Tabs items={['Organisation', 'Team', 'Document']}>
<Tab value="Organisation">
Sets the default for all teams in the organisation. Options are a **custom duration** or **never expires**.
To configure, navigate to **Organisation Settings > Preferences > Document** and find **Default Envelope Expiration**.
</Tab>
<Tab value="Team">
Overrides the organisation default for documents created within this team. Options are a **custom duration**, **never expires**, or **inherit from organisation**.
New teams default to **inherit from organisation**.
To configure, navigate to **Team Settings > Preferences > Document** and find **Default Envelope Expiration**.
</Tab>
<Tab value="Document">
Overrides the team or organisation default for a single document. Options are a **custom duration** or **never expires**.
If you do not change the expiration when editing a document, the team or organisation default applies.
</Tab>
</Tabs>
## Set Expiration for a Document
{/* prettier-ignore */}
<Steps>
<Step>
### Open the document settings
In the document editor, open the **Settings** dialog and go to the **General** tab.
</Step>
<Step>
### Configure the expiration
Find the **Expiration** field. Choose one of:
- **Custom duration** — enter a number and select a unit (days, weeks, months, or years)
- **Never expires** — the recipient can sign at any time
If you leave it unchanged, the team or organisation default applies.
![Recipient Expiration Screenshot](/recipient-expiration/configure-expiration.webp)
</Step>
<Step>
### Send the document
When you send the document, the expiration deadline is calculated from that moment. For example, if you set a 7-day expiration and send the document on March 1st, the recipient has until March 8th to sign.
</Step>
</Steps>
<Callout type="info">
You cannot change the expiration period after the document has been sent. To extend a recipient's
deadline, resend the document to them — this resets the clock.
</Callout>
## Set a Default Expiration Period
{/* prettier-ignore */}
<Steps>
<Step>
### Navigate to document preferences
Go to **Organisation Settings > Preferences > Document** (or **Team Settings > Preferences > Document** for team-level overrides).
</Step>
<Step>
### Configure the default
Find **Default Envelope Expiration** and choose:
- **Custom duration** — enter a number and unit
- **Never expires** — no deadline for recipients
- **Inherit from organisation** (team level only) — use whatever the organisation has configured
</Step>
<Step>
### Save
Click **Save** to apply. New documents created after this change use the updated default.
</Step>
</Steps>
<Callout type="info">
Changing the default expiration does not affect documents that have already been sent. Only new
documents use the updated setting.
</Callout>
## What Happens When a Recipient Expires
When a recipient's signing deadline passes:
1. The recipient can no longer access the signing link. They see a message explaining that the signing deadline has expired and to contact the document owner.
2. The document owner receives an email notification with a link to view the document.
3. An audit log entry is created recording the expiration.
4. The document remains in a **pending** state — other recipients who have not expired can still sign.
![Recipient Expired Signing Page](/recipient-expiration/recipient-expired.webp)
## Resending to Extend a Deadline
If a recipient's deadline has passed (or is about to), you can resend the document to them. Resending recalculates the expiration from the current time, effectively extending the deadline.
{/* prettier-ignore */}
<Steps>
<Step>
### Open the document
Navigate to the document page and find the recipient whose deadline has expired. Expired recipients are marked with an **Expired** badge.
</Step>
<Step>
### Resend
Click the resend option for the recipient. This sends a new signing link and resets the expiration clock based on the document's configured expiration period.
</Step>
</Steps>
## Expiration Options Reference
| Unit | Example | Description |
| ------ | --------------- | ------------------------------------------- |
| Days | 7 days | Recipient has 7 days from when the document is sent |
| Weeks | 2 weeks | Recipient has 2 weeks from when the document is sent |
| Months | 3 months | Recipient has 3 months from when the document is sent (default) |
| Years | 1 year | Recipient has 1 year from when the document is sent |
You can also set expiration to **never expires**, which means the signing link remains valid indefinitely.
---
## See Also
- [Send Documents](/docs/users/documents/send) - Send documents for signing
- [Document Preferences](/docs/users/organisations/preferences/document) - Configure default document settings
- [Add Recipients](/docs/users/documents/add-recipients) - Add signers and other recipients to a document
@@ -0,0 +1,195 @@
---
title: Signing Reminders
description: Automatically email recipients who have not yet signed on a configurable schedule.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
## Overview
Signing reminders automatically email recipients who have not completed their signing. You configure when the first reminder goes out and how often it repeats — Documenso handles the rest until the recipient signs or the document leaves a pending state.
This is useful when:
- You want recipients nudged without having to track them down manually
- A deadline is approaching and you want to escalate gradually
- You send a high volume of documents and cannot chase each one
Reminders are tracked **per recipient**, not per document. Each unsigned recipient is on their own schedule based on when they were emailed.
This is different from the **Resend** action covered in [Send Documents](/docs/users/documents/send), which is a one-off manual nudge. Reminders are scheduled and recurring.
## Default Behaviour
Every **newly created** organisation starts with reminders **enabled**:
- First reminder sent **5 days** after the recipient is emailed
- Repeats **every 2 days** until the recipient signs
You can change this default at the organisation or team level, or override it per document.
<Callout type="info">
Organisations created **before this feature shipped** have reminders left blank (no default) so
recipients of in-flight or future documents are not unexpectedly sent reminders. To enable
reminders for an existing organisation, configure **Default Signing Reminders** under
**Organisation Settings > Preferences > Document**.
</Callout>
## Settings Cascade
Reminder settings follow a three-level cascade: **Organisation → Team → Document**. Each level can override the one above it, or inherit from it.
<Tabs items={['Organisation', 'Team', 'Document']}>
<Tab value="Organisation">
Sets the default for all teams in the organisation. Options are **Enabled** (set when the first reminder fires and how often it repeats) or **No reminders**.
To configure, navigate to **Organisation Settings > Preferences > Document** and find **Default Signing Reminders**.
</Tab>
<Tab value="Team">
Overrides the organisation default for documents created within this team. Options are **Enabled**, **No reminders**, or **Inherit from organisation**.
New teams default to **Inherit from organisation**.
To configure, navigate to **Team Settings > Preferences > Document** and find **Default Signing Reminders**.
</Tab>
<Tab value="Document">
Overrides the team or organisation default for a single document. Options are **Enabled**, **No reminders**, or **Inherit from organisation**.
If you do not change reminders when editing a document, the team or organisation default applies.
</Tab>
</Tabs>
## Set Reminders for a Document
{/* prettier-ignore */}
<Steps>
<Step>
### Open the document settings
In the document editor, open the **Settings** dialog and go to the **Reminders** tab.
</Step>
<Step>
### Choose a mode
- **Enabled** — Documenso sends reminders on the schedule you configure below
- **No reminders** — no automatic reminders for this document
- **Inherit from organisation** — use the team or organisation default
</Step>
<Step>
### Configure the schedule
When **Enabled**, set:
- **Send first reminder after** — a number and unit (days, weeks, or months) measured from when the recipient is first emailed
- **Then repeat every** — either **Custom interval** (a number and unit) or **Don't repeat** (only one reminder is ever sent)
</Step>
<Step>
### Send the document
The first reminder is scheduled when the recipient receives the initial signing email. Subsequent reminders are scheduled from the time the previous reminder was sent.
</Step>
</Steps>
<Callout type="info">
Editing reminder settings on a document that is already pending recalculates the next reminder for
every unsigned recipient immediately.
</Callout>
## Set a Default Reminder Schedule
{/* prettier-ignore */}
<Steps>
<Step>
### Navigate to document preferences
Go to **Organisation Settings > Preferences > Document** (or **Team Settings > Preferences > Document** for team-level overrides).
</Step>
<Step>
### Configure the default
Find **Default Signing Reminders** and choose:
- **Enabled** — set the first-reminder delay and repeat interval
- **No reminders** — disable reminders by default
- **Inherit from organisation** (team level only) — use whatever the organisation has configured
</Step>
<Step>
### Save
Click **Save** to apply. New documents created after this change use the updated default. Documents already in flight are unaffected unless you edit their reminder settings directly.
</Step>
</Steps>
## What Happens When a Reminder Fires
When a recipient's next reminder time arrives:
1. Documenso sends the reminder email — same template as the original signing request, but the subject and preview are prefixed with **"Reminder:"**.
2. An audit log entry is created for the recipient (an `EMAIL_SENT` entry of type `REMINDER`).
3. The `document.reminder.sent` webhook fires. See [webhook events](/docs/developers/webhooks/events).
4. The next reminder is scheduled based on **Then repeat every**, or no further reminder is scheduled if you chose **Don't repeat**.
Reminders stop automatically when the recipient signs, declines, the recipient's signing deadline passes, or the document leaves the pending state (completed, rejected, or deleted).
## When Reminders Are Skipped
A configured reminder will not be sent in the following cases:
- The recipient is a **CC** — CCs are notified once and never reminded
- The recipient's **signing deadline has passed** — see [Recipient Expiration](/docs/users/documents/advanced/recipient-expiration). Resending the document refreshes the deadline and resumes reminders.
- The document uses **manual link distribution** — Documenso never emails recipients for these documents
- The envelope's email settings have **signing request emails disabled**
- The recipient has not yet been emailed (for example, an unreached step in a sequential workflow)
<Callout type="info">
Reminders stop automatically **30 days after the recipient was first emailed**, regardless of the
repeat interval. This hard cap prevents runaway reminder chains for recipients who never sign and
have no expiration set. If you need a different stop condition, set a shorter repeat interval,
use **Don't repeat**, or configure [recipient expiration](/docs/users/documents/advanced/recipient-expiration).
</Callout>
<Callout type="info">
Reminders are dispatched by a background sweep that runs every 15 minutes, so the actual send time
may be up to ~15 minutes after the scheduled time.
</Callout>
## Reminder Options Reference
| Setting | Options | Notes |
| --------------------------- | ---------------------------------------- | -------------------------------------------------------------------- |
| **Mode** | Enabled / No reminders / Inherit | Inherit is only available at the team and document levels |
| **Send first reminder after** | 1+ days, weeks, or months | Measured from when the recipient receives the initial signing email. Reminders past 30 days from that moment are skipped. |
| **Then repeat every** | Custom interval (1+ days/weeks/months) or Don't repeat | Custom interval keeps reminding until the recipient signs or the 30-day cap is reached |
The organisation default out of the box is **first reminder after 5 days, repeating every 2 days**, which falls well inside the 30-day cap.
---
## See Also
- [Send Documents](/docs/users/documents/send) - Send documents and trigger a one-off resend
- [Recipient Expiration](/docs/users/documents/advanced/recipient-expiration) - Set a hard signing deadline
- [Document Preferences](/docs/users/organisations/preferences/document) - Configure default document settings
- [Webhook Events](/docs/developers/webhooks/events) - Subscribe to `document.reminder.sent`
@@ -11,16 +11,41 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
| Limitation | Value |
| ----------------------- | ----------------------------------- |
| Supported format | PDF only |
| Supported formats | PDF, DOCX |
| Maximum file size | 50MB (configurable for self-hosted) |
| Encrypted PDFs | Not supported |
| Password-protected PDFs | Not supported |
| Legacy `.doc` files | Not supported (convert to DOCX) |
<Callout type="warn">
Documenso does not support password-protected or encrypted PDF files. Remove encryption before
uploading.
</Callout>
## Supported Formats
Documenso accepts two file formats:
- **PDF** (`.pdf`): used as-is. **Recommended.**
- **Word** (`.docx`): converted to PDF on the server during upload. The converted PDF is what recipients sign.
Other formats (`.doc`, `.odt`, `.rtf`, images) are not supported. Convert them to PDF or DOCX before uploading.
<Callout type="warn">
**Upload a PDF whenever you can.** DOCX files are converted to PDF using LibreOffice, which is not
byte-identical to Microsoft Word. Spacing, line breaks, fonts, and complex elements (tables,
charts, headers, footers) can shift in the converted PDF. For the final document to look exactly
the way you designed it, export to PDF from Word, Google Docs, or Pages and upload the PDF
directly.
</Callout>
<Callout type="info">
DOCX support requires the document conversion service. It is enabled on
[documenso.com](https://app.documenso.com). Self-hosted instances must
[configure it](/docs/self-hosting/configuration/advanced/document-conversion) before DOCX uploads
are accepted.
</Callout>
## Upload Methods
![Documents dashboard](/document-signing/documenso-documents-dashboard.webp)
@@ -38,15 +63,15 @@ You can upload documents in two ways:
</Step>
<Step>
### Drag and drop your PDF
### Drag and drop your file
Drag a PDF file from your computer and drop it anywhere on the page.
Drag a PDF or DOCX file from your computer and drop it anywhere on the page.
</Step>
<Step>
### Wait for the upload to complete
The document will process and the editor will open when ready.
The document will process and the editor will open when ready. DOCX files take a few extra seconds while they are converted to PDF.
</Step>
</Steps>
@@ -70,7 +95,7 @@ You can upload documents in two ways:
<Step>
### Select your file
Choose a PDF file from your computer.
Choose a PDF or DOCX file from your computer.
</Step>
<Step>
@@ -81,16 +106,32 @@ You can upload documents in two ways:
</Step>
</Steps>
## DOCX Conversion
We always recommend uploading a PDF rather than a DOCX. If you have the original document open in Word, Google Docs, or Pages, export to PDF from there and upload the PDF. The result is guaranteed to match what you see on screen.
If you do upload a `.docx` file, Documenso converts it to PDF before adding it to the envelope. The original `.docx` is discarded. Only the converted PDF is stored, signed, and downloaded.
Things to keep in mind when uploading DOCX:
- **The converted PDF will not be pixel-identical to your Word document.** Conversion uses LibreOffice, which renders most documents faithfully but differs from Microsoft Word in subtle ways. Spacing, font metrics, line breaks, and complex layout features can shift.
- **Always review the converted PDF before adding fields or sending.** Open the document in the editor and scroll through every page to confirm it looks the way you expect.
- **Form controls are flattened.** Word content controls (drop-downs, date pickers, checkboxes) become static text or graphics. Use Documenso fields for anything that needs to be filled in.
- **Fonts not installed on the server fall back to substitutes.** On documenso.com, common fonts (Calibri, Arial, Times New Roman, etc.) are installed. On self-hosted instances, font fidelity depends on the operator's setup.
- **Tracked changes and comments are preserved as they appear in Word.** Accept or reject changes and remove comments before uploading if you do not want them in the final document.
If the converted PDF does not match what you expect, export the document to PDF from Word, Google Docs, or another tool and upload the PDF directly.
## Uploading Multiple Documents
You can upload multiple PDF files at once to create a single envelope containing multiple documents. The number of files you can upload per envelope depends on your plan.
You can upload multiple files at once to create a single envelope containing multiple documents. The number of files you can upload per envelope depends on your plan.
To upload multiple files:
- Select multiple PDF files when using the file picker, or
- Drag and drop multiple PDF files at once
- Select multiple PDF or DOCX files when using the file picker, or
- Drag and drop multiple files at once
All files in the same upload become part of the same envelope and share the same recipients and signing workflow.
You can mix PDF and DOCX files in the same upload. All files become part of the same envelope and share the same recipients and signing workflow.
<Callout type="info">
If you need separate signing workflows for each document, upload them individually.
@@ -114,15 +155,37 @@ The document remains in `Draft` status until you send it. You can close the edit
<Accordion title="File is larger than 50MB">
Reduce the file size before uploading:
- Compress images within the PDF
- Compress images within the document
- Remove unnecessary pages
- Use a PDF compression tool
- Use a PDF compression tool (for PDFs) or save with images downsampled (for DOCX)
</Accordion>
<Accordion title="Only PDF files are allowed">
Convert your document to PDF before uploading. Most applications (Word, Google Docs, etc.) can
export to PDF format.
<Accordion title="Only PDF and DOCX files are allowed">
Documenso accepts PDF and DOCX. For other formats (`.doc`, `.odt`, `.rtf`, etc.), export to PDF
from your editor (Word, Google Docs, Pages) and upload the PDF.
If you are self-hosted and DOCX is rejected, the [document conversion
service](/docs/self-hosting/configuration/advanced/document-conversion) is not configured on your
instance.
</Accordion>
<Accordion title="DOCX upload fails with a conversion error">
The document conversion service was reachable but could not convert the file. Common causes:
- The `.docx` file is corrupted. Open it in Word, save a new copy, and try again.
- The file uses very unusual fonts or embedded objects that LibreOffice cannot render.
- The file is unusually large or complex and exceeded the conversion timeout.
If the problem persists, export the document to PDF from Word and upload the PDF directly.
</Accordion>
<Accordion title="DOCX upload fails with 'conversion service unavailable'">
The document conversion service is down or temporarily unreachable. Try again in a minute. If you
self-host, check the [document conversion
service](/docs/self-hosting/configuration/advanced/document-conversion) logs.
</Accordion>
<Accordion title="You cannot upload encrypted PDFs">
@@ -22,6 +22,37 @@ Organisation members have different permission levels that determine what they c
organisation.
</Callout>
## Transferring Organisation Ownership
Organisation ownership cannot be transferred through the regular organisation settings. Only a Documenso instance administrator can transfer ownership through the admin panel.
If you are using Documenso Cloud, contact support to request an ownership transfer. If you are self-hosting, an instance administrator can follow the steps below.
The target user must already be a member of the organisation.
{/* prettier-ignore */}
<Steps>
<Step>
Navigate to **Admin > Organisations** and select the organisation.
</Step>
<Step>
In the **Organisation Members** table, find the target member and click **Update role**.
</Step>
<Step>
Select **Owner** from the role dropdown and click **Update**.
</Step>
</Steps>
After the transfer:
- The new owner is promoted to Admin if they previously held a lower role (Manager or Member).
- The previous owner retains their Admin role and remains a member of the organisation.
- Only one user can be the owner at a time.
<Callout type="warn">
The current owner cannot be demoted below Admin. Transfer ownership to another member first.
</Callout>
## Team Member Roles
Teams have three roles with different permission levels:
@@ -1,13 +1,4 @@
{
"title": "Organisations",
"pages": [
"overview",
"create-team",
"members",
"groups",
"email-domains",
"preferences",
"single-sign-on",
"billing"
]
"pages": ["overview", "create-team", "members", "groups", "email-domains", "preferences", "single-sign-on", "billing"]
}
@@ -32,6 +32,8 @@ To access the preferences, navigate to either the organisation or teams settings
| **Include the Signing Certificate** | Whether the signing certificate is embedded in signed PDFs. The certificate is always available separately from the logs page. |
| **Include the Audit Logs** | Whether the audit logs are embedded in the document when downloaded. The audit logs are always available separately from the logs page. |
| **Default Recipients** | Recipients that are automatically added to new documents. Can be overridden per document. |
| **Default Envelope Expiration** | How long recipients have to sign before the signing link expires. See [recipient expiration](/docs/users/documents/advanced/recipient-expiration). |
| **Default Signing Reminders** | When and how often to email recipients who have not yet signed. See [signing reminders](/docs/users/documents/advanced/signing-reminders). |
| **Delegate Document Ownership** | Allow team API tokens to delegate document ownership to another team member. |
| **AI Features** | Enable AI-powered features such as automatic recipient detection. Only shown if AI features are configured on the instance. |
@@ -134,6 +134,13 @@ Leave empty to allow any domain authenticated by your identity provider.
team.
</Callout>
### Allow Personal Organisations
Controls whether users signing in via SSO for the first time also receive their own personal organisation in addition to joining your organisation.
- **Enabled**: New SSO users get a personal organisation where they can create and manage their own documents independently.
- **Disabled**: New SSO users only join your organisation and do not receive a personal organisation.
## User Provisioning
When a user signs in through your SSO portal for the first time:
@@ -135,7 +135,9 @@ Additional options that apply to all documents created from this template:
## Template Visibility
All templates are created in a team context. Team members can see, edit, delete, and use the templates in that team. See [Organisations](/docs/users/organisations) to learn about creating and managing organisations.
All templates are created in a team context. By default, templates are **Private** and only visible to members of the owning team.
If your organisation has multiple teams, you can set a template's type to **Organisation** to share it across all teams. See [Organisation Templates](/docs/users/templates/organisation-templates) for details.
---
@@ -24,6 +24,11 @@ description: Create reusable document templates for common signing workflows.
description="Create documents from your templates."
href="/docs/users/templates/use"
/>
<Card
title="Organisation Templates"
description="Share templates across all teams in your organisation."
href="/docs/users/templates/organisation-templates"
/>
</Cards>
---
@@ -1,4 +1,4 @@
{
"title": "Templates",
"pages": ["create", "use"]
"pages": ["create", "use", "organisation-templates"]
}
@@ -0,0 +1,131 @@
---
title: Organisation Templates
description: Share templates across all teams in your organisation so any team can create documents from them.
---
import { Callout } from 'fumadocs-ui/components/callout';
import { Step, Steps } from 'fumadocs-ui/components/steps';
## Overview
Organisation templates are templates shared across all teams within the same organisation. Any team in the organisation can browse and use them to create documents, but only the owning team can edit or delete them.
This is useful when you have standardised documents that multiple teams need to use, such as company-wide NDAs, onboarding agreements, or compliance forms.
## Requirements
The Organisation template type is available when your organisation has **two or more teams**. If your organisation has only one team, the option does not appear.
## Template Types
| Type | Who can see it | Who can edit it | Who can use it |
| ---------------- | ------------------------- | ----------------- | --------------------------- |
| **Private** | Members of the owning team | Owning team | Owning team |
| **Organisation** | All teams in the org | Owning team only | All teams in the org |
| **Public** | Anyone with the link | Owning team | Anyone via direct link |
## Set a Template as Organisation
{/* prettier-ignore */}
<Steps>
<Step>
### Open template settings
Navigate to **Templates**, open the template you want to share, and click **Edit Template** to open the editor. Then open the settings dialog.
</Step>
<Step>
### Change the template type
In the **Template type** dropdown, select **Organisation**. This option only appears if your organisation has at least two teams.
</Step>
<Step>
### Save
Click **Save** to apply the change. The template is now visible to all teams in your organisation.
</Step>
</Steps>
You can also set the template type to Organisation when creating a new template. The type dropdown appears in the template settings step.
## Browse Organisation Templates
{/* prettier-ignore */}
<Steps>
<Step>
### Open the templates page
Navigate to **Templates** in the sidebar.
</Step>
<Step>
### Switch to the Organisation tab
Click the **Organisation** tab above the template list. This tab only appears for non-personal organisations.
The Organisation tab shows all organisation templates from every team in your organisation, including your own.
</Step>
</Steps>
Templates from other teams display the owning team's name next to the template type.
## Use an Organisation Template
Any team member in the organisation can create documents from an organisation template, even if the template belongs to a different team.
{/* prettier-ignore */}
<Steps>
<Step>
Find the template in the **Organisation** tab or click through from the template detail page.
</Step>
<Step>
Click **Use Template** and fill in the recipient details. The document is created under your team, not the template's owning team.
</Step>
</Steps>
See [Use Templates](/docs/users/templates/use) for details on creating documents from templates.
## Editing and Permissions
Only members of the team that owns the template can edit or delete it. When viewing an organisation template from another team:
- The **Edit Template**, **Direct Link**, and **Bulk Send** controls are hidden
- The recipients section is read-only
- The **Use Template** button is available
To modify a template owned by another team, contact that team's members or ask an organisation admin to make changes.
## Visibility
Organisation templates respect the same visibility settings as other templates. A template's visibility determines which team roles can access it:
| Visibility | Who can access |
| --------------------- | --------------------------------------- |
| **Everyone** | All team members (Admin, Manager, Member) |
| **Manager and above** | Admins and Managers only |
| **Admin** | Admins only |
This applies to both the owning team and other teams in the organisation. A Member-role user on any team cannot see an organisation template set to Admin visibility.
## Reverting to Private
To stop sharing a template across the organisation, change the template type back to **Private** in the template settings. The template will only be visible to the owning team. Documents already created from the template are not affected.
---
## See Also
- [Create Templates](/docs/users/templates/create) - Build reusable templates
- [Use Templates](/docs/users/templates/use) - Create documents from templates
- [Organisations](/docs/users/organisations) - Managing organisations and teams
+17 -2
View File
@@ -296,12 +296,27 @@ const config = {
},
{
source: '/developers/embedding/authoring',
destination: '/docs/developers/embedding/authoring',
destination: '/docs/developers/embedding/editor',
permanent: true,
},
{
source: '/developers/embedding/authoring/:path*',
destination: '/docs/developers/embedding/editor/:path*',
permanent: true,
},
{
source: '/developers/embedded-authoring',
destination: '/docs/developers/embedding/authoring',
destination: '/docs/developers/embedding/editor',
permanent: true,
},
{
source: '/docs/developers/embedding/authoring',
destination: '/docs/developers/embedding/editor',
permanent: true,
},
{
source: '/docs/developers/embedding/authoring/:path*',
destination: '/docs/developers/embedding/editor/:path*',
permanent: true,
},
+2 -2
View File
@@ -16,7 +16,7 @@
"fumadocs-ui": "16.5.0",
"lucide-react": "^0.563.0",
"mermaid": "^11.12.2",
"next": "16.1.6",
"next": "16.2.6",
"next-plausible": "^3.12.5",
"next-themes": "^0.4.6",
"react": "^19.2.4",
@@ -29,7 +29,7 @@
"@types/node": "^25.1.0",
"@types/react": "^19.2.10",
"@types/react-dom": "^19.2.3",
"postcss": "^8.5.6",
"postcss": "^8.5.14",
"tailwindcss": "^4.1.18",
"typescript": "^5.9.3"
}
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@@ -1,5 +1,5 @@
import { baseOptions } from '@/lib/layout.shared';
import { HomeLayout } from 'fumadocs-ui/layouts/home';
import { baseOptions } from '@/lib/layout.shared';
export default function Layout({ children }: LayoutProps<'/'>) {
return <HomeLayout {...baseOptions()}>{children}</HomeLayout>;
+43 -56
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@@ -1,16 +1,7 @@
import { BookOpenIcon, CodeIcon, FileTextIcon, GithubIcon, ServerIcon, ShieldCheckIcon, UserIcon } from 'lucide-react';
import type { Metadata } from 'next';
import Link from 'next/link';
import {
BookOpenIcon,
CodeIcon,
FileTextIcon,
GithubIcon,
ServerIcon,
ShieldCheckIcon,
UserIcon,
} from 'lucide-react';
export const metadata: Metadata = {
title: 'Documenso Docs',
description:
@@ -22,21 +13,21 @@ export default function HomePage() {
<main className="mx-auto max-w-4xl px-4 py-12">
{/* Hero */}
<div className="mb-16 pt-6 text-center">
<h1 className="mb-4 text-4xl font-bold tracking-tight">Documenso Documentation</h1>
<p className="text-fd-muted-foreground mx-auto mb-8 max-w-2xl text-lg">
The open-source document signing platform. Send documents for signatures, integrate with
your apps, or self-host with full control.
<h1 className="mb-4 font-bold text-4xl tracking-tight">Documenso Documentation</h1>
<p className="mx-auto mb-8 max-w-2xl text-fd-muted-foreground text-lg">
The open-source document signing platform. Send documents for signatures, integrate with your apps, or
self-host with full control.
</p>
<div className="flex flex-wrap justify-center gap-3">
<Link
href="/docs/users"
className="bg-documenso text-fd-primary-foreground hover:bg-documenso-dark/90 inline-flex items-center gap-2 rounded-lg px-5 py-2.5 text-sm font-medium transition-colors"
className="inline-flex items-center gap-2 rounded-lg bg-documenso px-5 py-2.5 font-medium text-fd-primary-foreground text-sm transition-colors hover:bg-documenso-dark/90"
>
Get Started
</Link>
<a
href="https://github.com/documenso/documenso"
className="bg-fd-background hover:bg-fd-accent inline-flex items-center gap-2 rounded-lg border px-5 py-2.5 text-sm font-medium transition-colors"
className="inline-flex items-center gap-2 rounded-lg border bg-fd-background px-5 py-2.5 font-medium text-sm transition-colors hover:bg-fd-accent"
>
<GithubIcon className="size-4" />
View on GitHub
@@ -48,64 +39,60 @@ export default function HomePage() {
<div className="mb-16 grid gap-4 md:grid-cols-3">
<Link
href="/docs/users"
className="group bg-fd-card hover:border-fd-primary/50 relative flex flex-col rounded-xl border p-6 transition-all hover:shadow-md"
className="group relative flex flex-col rounded-xl border bg-fd-card p-6 transition-all hover:border-fd-primary/50 hover:shadow-md"
>
<div className="mb-4 flex size-12 items-center justify-center rounded-lg bg-emerald-500/10 text-emerald-600 dark:text-emerald-400">
<UserIcon className="size-6" />
</div>
<h2 className="mb-2 text-lg font-semibold">User Guide</h2>
<p className="text-fd-muted-foreground mb-4 flex-1 text-sm">
<h2 className="mb-2 font-semibold text-lg">User Guide</h2>
<p className="mb-4 flex-1 text-fd-muted-foreground text-sm">
Send documents, create templates, and manage your team using the web application.
</p>
<span className="text-fd-primary text-sm font-medium">Get started </span>
<span className="font-medium text-fd-primary text-sm">Get started </span>
</Link>
<Link
href="/docs/developers"
className="group bg-fd-card hover:border-fd-primary/50 relative flex flex-col rounded-xl border p-6 transition-all hover:shadow-md"
className="group relative flex flex-col rounded-xl border bg-fd-card p-6 transition-all hover:border-fd-primary/50 hover:shadow-md"
>
<div className="mb-4 flex size-12 items-center justify-center rounded-lg bg-blue-500/10 text-blue-600 dark:text-blue-400">
<CodeIcon className="size-6" />
</div>
<h2 className="mb-2 text-lg font-semibold">Developer Guide</h2>
<p className="text-fd-muted-foreground mb-4 flex-1 text-sm">
Integrate document signing into your applications with the REST API, webhooks, and
embedding.
<h2 className="mb-2 font-semibold text-lg">Developer Guide</h2>
<p className="mb-4 flex-1 text-fd-muted-foreground text-sm">
Integrate document signing into your applications with the REST API, webhooks, and embedding.
</p>
<span className="text-fd-primary text-sm font-medium">View API docs </span>
<span className="font-medium text-fd-primary text-sm">View API docs </span>
</Link>
<Link
href="/docs/self-hosting"
className="group bg-fd-card hover:border-fd-primary/50 relative flex flex-col rounded-xl border p-6 transition-all hover:shadow-md"
className="group relative flex flex-col rounded-xl border bg-fd-card p-6 transition-all hover:border-fd-primary/50 hover:shadow-md"
>
<div className="mb-4 flex size-12 items-center justify-center rounded-lg bg-purple-500/10 text-purple-600 dark:text-purple-400">
<ServerIcon className="size-6" />
</div>
<h2 className="mb-2 text-lg font-semibold">Self-Hosting Guide</h2>
<p className="text-fd-muted-foreground mb-4 flex-1 text-sm">
<h2 className="mb-2 font-semibold text-lg">Self-Hosting Guide</h2>
<p className="mb-4 flex-1 text-fd-muted-foreground text-sm">
Deploy your own Documenso instance with Docker, Kubernetes, or Railway.
</p>
<span className="text-fd-primary text-sm font-medium">Deploy now </span>
<span className="font-medium text-fd-primary text-sm">Deploy now </span>
</Link>
</div>
{/* Quick Start & Core Concepts */}
<div className="mb-16 grid gap-8 md:grid-cols-2">
<div className="bg-fd-card/50 rounded-xl border p-6">
<div className="rounded-xl border bg-fd-card/50 p-6">
<h3 className="mb-4 flex items-center gap-2 font-semibold">
<BookOpenIcon className="text-fd-muted-foreground size-5" />
<BookOpenIcon className="size-5 text-fd-muted-foreground" />
Quick Start
</h3>
<div className="space-y-4">
<div>
<h4 className="mb-2 text-sm font-medium">Send your first document</h4>
<ol className="text-fd-muted-foreground list-inside list-decimal space-y-1 text-sm">
<h4 className="mb-2 font-medium text-sm">Send your first document</h4>
<ol className="list-inside list-decimal space-y-1 text-fd-muted-foreground text-sm">
<li>
<Link
href="/docs/users/getting-started/create-account"
className="text-fd-primary hover:underline"
>
<Link href="/docs/users/getting-started/create-account" className="text-fd-primary hover:underline">
Create an account
</Link>
</li>
@@ -120,8 +107,8 @@ export default function HomePage() {
</ol>
</div>
<div>
<h4 className="mb-2 text-sm font-medium">Integrate with the API</h4>
<ol className="text-fd-muted-foreground list-inside list-decimal space-y-1 text-sm">
<h4 className="mb-2 font-medium text-sm">Integrate with the API</h4>
<ol className="list-inside list-decimal space-y-1 text-fd-muted-foreground text-sm">
<li>
<Link
href="/docs/developers/getting-started/authentication"
@@ -141,8 +128,8 @@ export default function HomePage() {
</ol>
</div>
<div>
<h4 className="mb-2 text-sm font-medium">Deploy self-hosted</h4>
<ol className="text-fd-muted-foreground list-inside list-decimal space-y-1 text-sm">
<h4 className="mb-2 font-medium text-sm">Deploy self-hosted</h4>
<ol className="list-inside list-decimal space-y-1 text-fd-muted-foreground text-sm">
<li>
<Link
href="/docs/self-hosting/getting-started/requirements"
@@ -164,36 +151,36 @@ export default function HomePage() {
</div>
</div>
<div className="bg-fd-card/50 rounded-xl border p-6">
<div className="rounded-xl border bg-fd-card/50 p-6">
<h3 className="mb-4 flex items-center gap-2 font-semibold">
<BookOpenIcon className="text-fd-muted-foreground size-5" />
<BookOpenIcon className="size-5 text-fd-muted-foreground" />
Core Concepts
</h3>
<div className="grid grid-cols-2 gap-3">
<Link
href="/docs/concepts/document-lifecycle"
className="bg-fd-background hover:border-fd-primary/50 rounded-lg border p-3 text-sm transition-colors"
className="rounded-lg border bg-fd-background p-3 text-sm transition-colors hover:border-fd-primary/50"
>
<div className="mb-1 font-medium">Document Lifecycle</div>
<div className="text-fd-muted-foreground text-xs">Draft to completed</div>
</Link>
<Link
href="/docs/concepts/recipient-roles"
className="bg-fd-background hover:border-fd-primary/50 rounded-lg border p-3 text-sm transition-colors"
className="rounded-lg border bg-fd-background p-3 text-sm transition-colors hover:border-fd-primary/50"
>
<div className="mb-1 font-medium">Recipient Roles</div>
<div className="text-fd-muted-foreground text-xs">Signers and approvers</div>
</Link>
<Link
href="/docs/concepts/field-types"
className="bg-fd-background hover:border-fd-primary/50 rounded-lg border p-3 text-sm transition-colors"
className="rounded-lg border bg-fd-background p-3 text-sm transition-colors hover:border-fd-primary/50"
>
<div className="mb-1 font-medium">Field Types</div>
<div className="text-fd-muted-foreground text-xs">Signatures and inputs</div>
</Link>
<Link
href="/docs/concepts/signing-certificates"
className="bg-fd-background hover:border-fd-primary/50 rounded-lg border p-3 text-sm transition-colors"
className="rounded-lg border bg-fd-background p-3 text-sm transition-colors hover:border-fd-primary/50"
>
<div className="mb-1 font-medium">Signing Certificates</div>
<div className="text-fd-muted-foreground text-xs">Digital verification</div>
@@ -206,7 +193,7 @@ export default function HomePage() {
<div className="mb-16 grid gap-4 md:grid-cols-2">
<Link
href="/docs/compliance"
className="bg-fd-card/50 hover:border-fd-primary/50 flex items-start gap-4 rounded-xl border p-5 transition-all"
className="flex items-start gap-4 rounded-xl border bg-fd-card/50 p-5 transition-all hover:border-fd-primary/50"
>
<div className="flex size-10 shrink-0 items-center justify-center rounded-lg bg-amber-500/10 text-amber-600 dark:text-amber-400">
<ShieldCheckIcon className="size-5" />
@@ -221,7 +208,7 @@ export default function HomePage() {
<Link
href="/docs/policies"
className="bg-fd-card/50 hover:border-fd-primary/50 flex items-start gap-4 rounded-xl border p-5 transition-all"
className="flex items-start gap-4 rounded-xl border bg-fd-card/50 p-5 transition-all hover:border-fd-primary/50"
>
<div className="flex size-10 shrink-0 items-center justify-center rounded-lg bg-slate-500/10 text-slate-600 dark:text-slate-400">
<FileTextIcon className="size-5" />
@@ -236,22 +223,22 @@ export default function HomePage() {
</div>
{/* Community CTA */}
<div className="from-fd-primary/5 to-fd-primary/10 rounded-xl border bg-gradient-to-r p-8 text-center">
<h3 className="mb-2 text-lg font-semibold">Join the Community</h3>
<p className="text-fd-muted-foreground mb-6 text-sm">
<div className="rounded-xl border bg-gradient-to-r from-fd-primary/5 to-fd-primary/10 p-8 text-center">
<h3 className="mb-2 font-semibold text-lg">Join the Community</h3>
<p className="mb-6 text-fd-muted-foreground text-sm">
Documenso is open source. Contribute, ask questions, or share feedback.
</p>
<div className="flex flex-wrap justify-center gap-3">
<a
href="https://github.com/documenso/documenso"
className="bg-fd-background hover:bg-fd-accent inline-flex items-center gap-2 rounded-lg border px-4 py-2 text-sm font-medium transition-colors"
className="inline-flex items-center gap-2 rounded-lg border bg-fd-background px-4 py-2 font-medium text-sm transition-colors hover:bg-fd-accent"
>
<GithubIcon className="size-4" />
GitHub
</a>
<a
href="https://documen.so/discord"
className="bg-fd-background hover:bg-fd-accent inline-flex items-center gap-2 rounded-lg border px-4 py-2 text-sm font-medium transition-colors"
className="inline-flex items-center gap-2 rounded-lg border bg-fd-background px-4 py-2 font-medium text-sm transition-colors hover:bg-fd-accent"
>
<svg className="size-4" viewBox="0 0 24 24" fill="currentColor">
<path d="M20.317 4.3698a19.7913 19.7913 0 00-4.8851-1.5152.0741.0741 0 00-.0785.0371c-.211.3753-.4447.8648-.6083 1.2495-1.8447-.2762-3.68-.2762-5.4868 0-.1636-.3933-.4058-.8742-.6177-1.2495a.077.077 0 00-.0785-.037 19.7363 19.7363 0 00-4.8852 1.515.0699.0699 0 00-.0321.0277C.5334 9.0458-.319 13.5799.0992 18.0578a.0824.0824 0 00.0312.0561c2.0528 1.5076 4.0413 2.4228 5.9929 3.0294a.0777.0777 0 00.0842-.0276c.4616-.6304.8731-1.2952 1.226-1.9942a.076.076 0 00-.0416-.1057c-.6528-.2476-1.2743-.5495-1.8722-.8923a.077.077 0 01-.0076-.1277c.1258-.0943.2517-.1923.3718-.2914a.0743.0743 0 01.0776-.0105c3.9278 1.7933 8.18 1.7933 12.0614 0a.0739.0739 0 01.0785.0095c.1202.099.246.1981.3728.2924a.077.077 0 01-.0066.1276 12.2986 12.2986 0 01-1.873.8914.0766.0766 0 00-.0407.1067c.3604.698.7719 1.3628 1.225 1.9932a.076.076 0 00.0842.0286c1.961-.6067 3.9495-1.5219 6.0023-3.0294a.077.077 0 00.0313-.0552c.5004-5.177-.8382-9.6739-3.5485-13.6604a.061.061 0 00-.0312-.0286zM8.02 15.3312c-1.1825 0-2.1569-1.0857-2.1569-2.419 0-1.3332.9555-2.4189 2.157-2.4189 1.2108 0 2.1757 1.0952 2.1568 2.419 0 1.3332-.9555 2.4189-2.1569 2.4189zm7.9748 0c-1.1825 0-2.1569-1.0857-2.1569-2.419 0-1.3332.9554-2.4189 2.1569-2.4189 1.2108 0 2.1757 1.0952 2.1568 2.419 0 1.3332-.946 2.4189-2.1568 2.4189Z" />
@@ -260,7 +247,7 @@ export default function HomePage() {
</a>
<a
href="https://app.documenso.com/signup"
className="bg-documenso text-fd-primary-foreground hover:bg-documenso/90 inline-flex items-center gap-2 rounded-lg px-4 py-2 text-sm font-medium transition-colors"
className="inline-flex items-center gap-2 rounded-lg bg-documenso px-4 py-2 font-medium text-fd-primary-foreground text-sm transition-colors hover:bg-documenso/90"
>
Try Documenso
</a>
+1 -1
View File
@@ -1,5 +1,5 @@
import { source } from '@/lib/source';
import { createFromSource } from 'fumadocs-core/search/server';
import { source } from '@/lib/source';
export const { GET } = createFromSource(source, {
// https://docs.orama.com/docs/orama-js/supported-languages
+1 -2
View File
@@ -1,10 +1,9 @@
import { DocsBody, DocsDescription, DocsPage, DocsTitle } from 'fumadocs-ui/layouts/docs/page';
import type { Metadata } from 'next';
import { notFound } from 'next/navigation';
import { LLMCopyButton, ViewOptions } from '@/components/ai/page-actions';
import { getPageImage, source } from '@/lib/source';
import { getMDXComponents } from '@/mdx-components';
import { DocsBody, DocsDescription, DocsPage, DocsTitle } from 'fumadocs-ui/layouts/docs/page';
const gitConfig = {
user: 'documenso',
+11 -16
View File
@@ -1,16 +1,14 @@
'use client';
import { useMemo } from 'react';
import Link from 'next/link';
import { usePathname } from 'next/navigation';
import { cn } from '@/lib/cn';
import { baseOptions } from '@/lib/layout.shared';
import { getFilteredPageTree, source } from '@/lib/source';
import type * as PageTree from 'fumadocs-core/page-tree';
import { DocsLayout } from 'fumadocs-ui/layouts/docs';
import { CodeIcon, ServerIcon, UserIcon } from 'lucide-react';
import Link from 'next/link';
import { usePathname } from 'next/navigation';
import { useMemo } from 'react';
import { cn } from '@/lib/cn';
import { baseOptions } from '@/lib/layout.shared';
import { getFilteredPageTree, source } from '@/lib/source';
const ROOT_SECTIONS = [
{
@@ -44,7 +42,9 @@ function getFirstPageUrl(children: PageTree.Node[]): string | undefined {
}
if (child.type === 'folder' && child.children.length > 0) {
const url = getFirstPageUrl(child.children);
if (url) return url;
if (url) {
return url;
}
}
}
return undefined;
@@ -69,13 +69,8 @@ function SectionSwitcher({ activeSection }: { activeSection: string | null }) {
>
<Icon className={cn('mt-0.5 size-4 shrink-0', isActive ? 'text-fd-primary' : '')} />
<div className="flex flex-col gap-0.5">
<span className="text-sm font-medium">{section.label}</span>
<span
className={cn(
'text-xs',
isActive ? 'text-fd-muted-foreground' : 'text-fd-muted-foreground/70',
)}
>
<span className="font-medium text-sm">{section.label}</span>
<span className={cn('text-xs', isActive ? 'text-fd-muted-foreground' : 'text-fd-muted-foreground/70')}>
{section.subtitle}
</span>
</div>
+13 -17
View File
@@ -1,6 +1,6 @@
@import 'tailwindcss';
@import 'fumadocs-ui/css/shadcn.css';
@import 'fumadocs-ui/css/preset.css';
@import "tailwindcss";
@import "fumadocs-ui/css/shadcn.css";
@import "fumadocs-ui/css/preset.css";
@theme {
/* Brand utility colors */
@@ -43,13 +43,11 @@
--sidebar-border: hsl(223.8136 0.0001% 89.8161%);
--sidebar-ring: hsl(223.8136 0% 63.0163%);
--font-sans:
ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto,
'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji',
'Segoe UI Symbol', 'Noto Color Emoji';
--font-serif: ui-serif, Georgia, Cambria, 'Times New Roman', Times, serif;
--font-mono:
ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, 'Liberation Mono', 'Courier New',
monospace;
ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto,
"Helvetica Neue", Arial, "Noto Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji",
"Segoe UI Symbol", "Noto Color Emoji";
--font-serif: ui-serif, Georgia, Cambria, "Times New Roman", Times, serif;
--font-mono: ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, "Liberation Mono", "Courier New", monospace;
--radius: 0.5rem;
--shadow-x: 0;
--shadow-y: 1px;
@@ -103,13 +101,11 @@
--sidebar-border: hsl(223.8136 0% 15.5096%);
--sidebar-ring: hsl(223.8136 0% 32.1993%);
--font-sans:
ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto,
'Helvetica Neue', Arial, 'Noto Sans', sans-serif, 'Apple Color Emoji', 'Segoe UI Emoji',
'Segoe UI Symbol', 'Noto Color Emoji';
--font-serif: ui-serif, Georgia, Cambria, 'Times New Roman', Times, serif;
--font-mono:
ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, 'Liberation Mono', 'Courier New',
monospace;
ui-sans-serif, system-ui, -apple-system, BlinkMacSystemFont, "Segoe UI", Roboto,
"Helvetica Neue", Arial, "Noto Sans", sans-serif, "Apple Color Emoji", "Segoe UI Emoji",
"Segoe UI Symbol", "Noto Color Emoji";
--font-serif: ui-serif, Georgia, Cambria, "Times New Roman", Times, serif;
--font-mono: ui-monospace, SFMono-Regular, Menlo, Monaco, Consolas, "Liberation Mono", "Courier New", monospace;
--radius: 0.5rem;
--shadow-x: 0;
--shadow-y: 1px;
+2 -4
View File
@@ -1,7 +1,6 @@
import { RootProvider } from 'fumadocs-ui/provider/next';
import type { Metadata } from 'next';
import { Inter } from 'next/font/google';
import { RootProvider } from 'fumadocs-ui/provider/next';
import PlausibleProvider from 'next-plausible';
import './global.css';
@@ -16,8 +15,7 @@ export const metadata: Metadata = {
template: '%s | Documenso Docs',
default: 'Documenso Docs',
},
description:
'The official documentation for Documenso, the open-source document signing platform.',
description: 'The official documentation for Documenso, the open-source document signing platform.',
openGraph: {
siteName: 'Documenso Docs',
type: 'website',
+4 -4
View File
@@ -3,20 +3,20 @@ import Link from 'next/link';
export default function NotFound() {
return (
<main className="mx-auto flex max-w-xl flex-col items-center justify-center px-4 py-32 text-center">
<h1 className="text-4xl font-bold tracking-tight">Page not found</h1>
<p className="text-fd-muted-foreground mt-4 text-lg">
<h1 className="font-bold text-4xl tracking-tight">Page not found</h1>
<p className="mt-4 text-fd-muted-foreground text-lg">
The page you are looking for may have moved. Our documentation was recently restructured.
</p>
<div className="mt-8 flex flex-wrap justify-center gap-3">
<Link
href="/docs/users"
className="bg-documenso text-fd-primary-foreground hover:bg-documenso/90 inline-flex items-center rounded-lg px-5 py-2.5 text-sm font-medium transition-colors"
className="inline-flex items-center rounded-lg bg-documenso px-5 py-2.5 font-medium text-fd-primary-foreground text-sm transition-colors hover:bg-documenso/90"
>
Browse documentation
</Link>
<Link
href="/"
className="bg-fd-background hover:bg-fd-accent inline-flex items-center rounded-lg border px-5 py-2.5 text-sm font-medium transition-colors"
className="inline-flex items-center rounded-lg border bg-fd-background px-5 py-2.5 font-medium text-sm transition-colors hover:bg-fd-accent"
>
Go to homepage
</Link>
+84 -93
View File
@@ -1,21 +1,16 @@
import { notFound } from 'next/navigation';
import { ImageResponse } from 'next/og';
import { getPageImage, source } from '@/lib/source';
import { readFile } from 'node:fs/promises';
import { fileURLToPath } from 'node:url';
import { notFound } from 'next/navigation';
import { ImageResponse } from 'next/og';
import { getPageImage, source } from '@/lib/source';
export const revalidate = false;
const loadAssets = async () => {
const [logoBuffer, interRegularData, interSemiBoldData, interBoldData] = await Promise.all([
readFile(fileURLToPath(new URL('../../../../../public/logo.png', import.meta.url))),
readFile(
fileURLToPath(new URL('../../../../../public/fonts/inter-regular.ttf', import.meta.url)),
),
readFile(
fileURLToPath(new URL('../../../../../public/fonts/inter-semibold.ttf', import.meta.url)),
),
readFile(fileURLToPath(new URL('../../../../../public/fonts/inter-regular.ttf', import.meta.url))),
readFile(fileURLToPath(new URL('../../../../../public/fonts/inter-semibold.ttf', import.meta.url))),
readFile(fileURLToPath(new URL('../../../../../public/fonts/inter-bold.ttf', import.meta.url))),
]);
@@ -40,104 +35,100 @@ export async function GET(_req: Request, { params }: RouteContext<'/og/docs/[...
const { logoSrc, fonts } = await loadAssets();
return new ImageResponse(
(
<div
style={{
display: 'flex',
flexDirection: 'column',
width: '100%',
height: '100%',
backgroundColor: 'white',
padding: '60px 80px',
fontFamily: 'Inter',
position: 'relative',
}}
>
{/* Green accent bar */}
<div
style={{
position: 'absolute',
top: 0,
left: 0,
right: 0,
height: '6px',
backgroundColor: '#6DC947',
}}
/>
{/* Top: Logo */}
<div
style={{
display: 'flex',
alignItems: 'center',
gap: '16px',
}}
>
{/* eslint-disable-next-line @next/next/no-img-element */}
<img src={logoSrc} alt="Documenso" height="28" />
<span
style={{
color: '#D4D4D8',
fontSize: '28px',
fontWeight: 400,
}}
>
|
</span>
<span style={{ color: '#71717A', fontSize: '20px', fontWeight: 400 }}>Docs</span>
</div>
{/* Middle: Title + description */}
<div
style={{
display: 'flex',
flexDirection: 'column',
width: '100%',
height: '100%',
backgroundColor: 'white',
padding: '60px 80px',
fontFamily: 'Inter',
position: 'relative',
flex: 1,
justifyContent: 'center',
gap: '16px',
}}
>
{/* Green accent bar */}
<div
<h1
style={{
position: 'absolute',
top: 0,
left: 0,
right: 0,
height: '6px',
backgroundColor: '#6DC947',
}}
/>
{/* Top: Logo */}
<div
style={{
display: 'flex',
alignItems: 'center',
gap: '16px',
color: '#18181B',
fontSize: page.data.title.length > 40 ? '48px' : '56px',
fontWeight: 700,
lineHeight: 1.15,
letterSpacing: '-0.025em',
margin: 0,
}}
>
{/* eslint-disable-next-line @next/next/no-img-element */}
<img src={logoSrc} alt="Documenso" height="28" />
<span
{page.data.title}
</h1>
{page.data.description && (
<p
style={{
color: '#D4D4D8',
fontSize: '28px',
color: '#71717A',
fontSize: '22px',
fontWeight: 400,
}}
>
|
</span>
<span style={{ color: '#71717A', fontSize: '20px', fontWeight: 400 }}>Docs</span>
</div>
{/* Middle: Title + description */}
<div
style={{
display: 'flex',
flexDirection: 'column',
flex: 1,
justifyContent: 'center',
gap: '16px',
}}
>
<h1
style={{
color: '#18181B',
fontSize: page.data.title.length > 40 ? '48px' : '56px',
fontWeight: 700,
lineHeight: 1.15,
letterSpacing: '-0.025em',
lineHeight: 1.4,
margin: 0,
maxWidth: '900px',
overflow: 'hidden',
textOverflow: 'ellipsis',
display: '-webkit-box',
WebkitLineClamp: 2,
WebkitBoxOrient: 'vertical',
}}
>
{page.data.title}
</h1>
{page.data.description && (
<p
style={{
color: '#71717A',
fontSize: '22px',
fontWeight: 400,
lineHeight: 1.4,
margin: 0,
maxWidth: '900px',
overflow: 'hidden',
textOverflow: 'ellipsis',
display: '-webkit-box',
WebkitLineClamp: 2,
WebkitBoxOrient: 'vertical',
}}
>
{page.data.description}
</p>
)}
</div>
{/* Bottom: URL */}
<div style={{ display: 'flex', alignItems: 'center' }}>
<span style={{ color: '#A1A1AA', fontSize: '16px', fontWeight: 400 }}>
docs.documenso.com{page.url}
</span>
</div>
{page.data.description}
</p>
)}
</div>
),
{/* Bottom: URL */}
<div style={{ display: 'flex', alignItems: 'center' }}>
<span style={{ color: '#A1A1AA', fontSize: '16px', fontWeight: 400 }}>docs.documenso.com{page.url}</span>
</div>
</div>,
{
width: 1200,
height: 630,
+12 -22
View File
@@ -1,12 +1,11 @@
'use client';
import { useMemo, useState } from 'react';
import { cn } from '@/lib/cn';
import { buttonVariants } from 'fumadocs-ui/components/ui/button';
import { Popover, PopoverContent, PopoverTrigger } from 'fumadocs-ui/components/ui/popover';
import { useCopyButton } from 'fumadocs-ui/utils/use-copy-button';
import { Check, ChevronDown, Copy, ExternalLinkIcon, MessageCircleIcon } from 'lucide-react';
import { useMemo, useState } from 'react';
import { cn } from '@/lib/cn';
const cache = new Map<string, string>();
@@ -21,7 +20,9 @@ export function LLMCopyButton({
const [isLoading, setLoading] = useState(false);
const [checked, onClick] = useCopyButton(async () => {
const cached = cache.get(markdownUrl);
if (cached) return navigator.clipboard.writeText(cached);
if (cached) {
return navigator.clipboard.writeText(cached);
}
setLoading(true);
@@ -48,7 +49,7 @@ export function LLMCopyButton({
buttonVariants({
color: 'secondary',
size: 'sm',
className: '[&_svg]:text-fd-muted-foreground gap-2 [&_svg]:size-3.5',
className: 'gap-2 [&_svg]:size-3.5 [&_svg]:text-fd-muted-foreground',
}),
)}
onClick={onClick}
@@ -74,8 +75,7 @@ export function ViewOptions({
githubUrl: string;
}) {
const items = useMemo(() => {
const fullMarkdownUrl =
typeof window !== 'undefined' ? new URL(markdownUrl, window.location.origin) : 'loading';
const fullMarkdownUrl = typeof window !== 'undefined' ? new URL(markdownUrl, window.location.origin) : 'loading';
const q = `Read ${fullMarkdownUrl}, I want to ask questions about it.`;
return [
@@ -96,12 +96,7 @@ export function ViewOptions({
q,
})}`,
icon: (
<svg
role="img"
viewBox="0 0 24 24"
fill="currentColor"
xmlns="http://www.w3.org/2000/svg"
>
<svg role="img" viewBox="0 0 24 24" fill="currentColor" xmlns="http://www.w3.org/2000/svg">
<title>OpenAI</title>
<path d="M22.2819 9.8211a5.9847 5.9847 0 0 0-.5157-4.9108 6.0462 6.0462 0 0 0-6.5098-2.9A6.0651 6.0651 0 0 0 4.9807 4.1818a5.9847 5.9847 0 0 0-3.9977 2.9 6.0462 6.0462 0 0 0 .7427 7.0966 5.98 5.98 0 0 0 .511 4.9107 6.051 6.051 0 0 0 6.5146 2.9001A5.9847 5.9847 0 0 0 13.2599 24a6.0557 6.0557 0 0 0 5.7718-4.2058 5.9894 5.9894 0 0 0 3.9977-2.9001 6.0557 6.0557 0 0 0-.7475-7.0729zm-9.022 12.6081a4.4755 4.4755 0 0 1-2.8764-1.0408l.1419-.0804 4.7783-2.7582a.7948.7948 0 0 0 .3927-.6813v-6.7369l2.02 1.1686a.071.071 0 0 1 .038.052v5.5826a4.504 4.504 0 0 1-4.4945 4.4944zm-9.6607-4.1254a4.4708 4.4708 0 0 1-.5346-3.0137l.142.0852 4.783 2.7582a.7712.7712 0 0 0 .7806 0l5.8428-3.3685v2.3324a.0804.0804 0 0 1-.0332.0615L9.74 19.9502a4.4992 4.4992 0 0 1-6.1408-1.6464zM2.3408 7.8956a4.485 4.485 0 0 1 2.3655-1.9728V11.6a.7664.7664 0 0 0 .3879.6765l5.8144 3.3543-2.0201 1.1685a.0757.0757 0 0 1-.071 0l-4.8303-2.7865A4.504 4.504 0 0 1 2.3408 7.872zm16.5963 3.8558L13.1038 8.364 15.1192 7.2a.0757.0757 0 0 1 .071 0l4.8303 2.7913a4.4944 4.4944 0 0 1-.6765 8.1042v-5.6772a.79.79 0 0 0-.407-.667zm2.0107-3.0231l-.142-.0852-4.7735-2.7818a.7759.7759 0 0 0-.7854 0L9.409 9.2297V6.8974a.0662.0662 0 0 1 .0284-.0615l4.8303-2.7866a4.4992 4.4992 0 0 1 6.6802 4.66zM8.3065 12.863l-2.02-1.1638a.0804.0804 0 0 1-.038-.0567V6.0742a4.4992 4.4992 0 0 1 7.3757-3.4537l-.142.0805L8.704 5.459a.7948.7948 0 0 0-.3927.6813zm1.0976-2.3654l2.602-1.4998 2.6069 1.4998v2.9994l-2.5974 1.4997-2.6067-1.4997Z" />
</svg>
@@ -113,12 +108,7 @@ export function ViewOptions({
q,
})}`,
icon: (
<svg
fill="currentColor"
role="img"
viewBox="0 0 24 24"
xmlns="http://www.w3.org/2000/svg"
>
<svg fill="currentColor" role="img" viewBox="0 0 24 24" xmlns="http://www.w3.org/2000/svg">
<title>Anthropic</title>
<path d="M17.3041 3.541h-3.6718l6.696 16.918H24Zm-10.6082 0L0 20.459h3.7442l1.3693-3.5527h7.0052l1.3693 3.5528h3.7442L10.5363 3.5409Zm-.3712 10.2232 2.2914-5.9456 2.2914 5.9456Z" />
</svg>
@@ -146,7 +136,7 @@ export function ViewOptions({
)}
>
Open
<ChevronDown className="text-fd-muted-foreground size-3.5" />
<ChevronDown className="size-3.5 text-fd-muted-foreground" />
</PopoverTrigger>
<PopoverContent className="flex flex-col">
{items.map((item) => (
@@ -155,11 +145,11 @@ export function ViewOptions({
href={item.href}
rel="noreferrer noopener"
target="_blank"
className="hover:text-fd-accent-foreground hover:bg-fd-accent inline-flex items-center gap-2 rounded-lg p-2 text-sm [&_svg]:size-4"
className="inline-flex items-center gap-2 rounded-lg p-2 text-sm hover:bg-fd-accent hover:text-fd-accent-foreground [&_svg]:size-4"
>
{item.icon}
{item.title}
<ExternalLinkIcon className="text-fd-muted-foreground ms-auto size-3.5" />
<ExternalLinkIcon className="ms-auto size-3.5 text-fd-muted-foreground" />
</a>
))}
</PopoverContent>
+1 -2
View File
@@ -1,8 +1,7 @@
'use client';
import { useEffect, useId, useRef, useState } from 'react';
import { useTheme } from 'next-themes';
import { useEffect, useId, useRef, useState } from 'react';
export const Mermaid = ({ chart }: { chart: string }) => {
const [mounted, setMounted] = useState(false);
+3 -7
View File
@@ -1,7 +1,7 @@
import { docs } from 'fumadocs-mdx:collections/server';
import type * as PageTree from 'fumadocs-core/page-tree';
import { type InferPageType, loader } from 'fumadocs-core/source';
import { lucideIconsPlugin } from 'fumadocs-core/source/lucide-icons';
import { docs } from 'fumadocs-mdx:collections/server';
// See https://fumadocs.dev/docs/headless/source-api for more info
export const source = loader({
@@ -30,9 +30,7 @@ export function getFilteredPageTree(rootName: string): PageTree.Root {
// Find the main section folder
const rootFolder = fullTree.children.find(
(child): child is PageTree.Folder =>
child.type === 'folder' &&
typeof child.name === 'string' &&
child.name.toLowerCase() === rootName.toLowerCase(),
child.type === 'folder' && typeof child.name === 'string' && child.name.toLowerCase() === rootName.toLowerCase(),
);
if (!rootFolder) {
@@ -42,9 +40,7 @@ export function getFilteredPageTree(rootName: string): PageTree.Root {
// Find shared section folders
const sharedFolders = fullTree.children.filter(
(child): child is PageTree.Folder =>
child.type === 'folder' &&
typeof child.name === 'string' &&
SHARED_SECTIONS.includes(child.name.toLowerCase()),
child.type === 'folder' && typeof child.name === 'string' && SHARED_SECTIONS.includes(child.name.toLowerCase()),
);
// Create separator for main section
+1 -1
View File
@@ -1,7 +1,7 @@
import { Mermaid } from '@/components/mdx/mermaid';
import * as TabsComponents from 'fumadocs-ui/components/tabs';
import defaultMdxComponents from 'fumadocs-ui/mdx';
import type { MDXComponents } from 'mdx/types';
import { Mermaid } from '@/components/mdx/mermaid';
// eslint-disable-next-line @typescript-eslint/no-explicit-any
export function getMDXComponents(components?: MDXComponents): any {
+6 -22
View File
@@ -2,11 +2,7 @@
"compilerOptions": {
"baseUrl": ".",
"target": "ESNext",
"lib": [
"dom",
"dom.iterable",
"esnext"
],
"lib": ["dom", "dom.iterable", "esnext"],
"allowJs": true,
"skipLibCheck": true,
"strict": true,
@@ -20,12 +16,8 @@
"jsx": "react-jsx",
"incremental": true,
"paths": {
"@/*": [
"./src/*"
],
"fumadocs-mdx:collections/*": [
".source/*"
]
"@/*": ["./src/*"],
"fumadocs-mdx:collections/*": [".source/*"]
},
"plugins": [
{
@@ -33,14 +25,6 @@
}
]
},
"include": [
"next-env.d.ts",
"**/*.ts",
"**/*.tsx",
".next/types/**/*.ts",
".next/dev/types/**/*.ts"
],
"exclude": [
"node_modules"
]
}
"include": ["next-env.d.ts", "**/*.ts", "**/*.tsx", ".next/types/**/*.ts", ".next/dev/types/**/*.ts"],
"exclude": ["node_modules"]
}
+1 -4
View File
@@ -10,10 +10,7 @@ export type TransformedData = {
const FORMAT = 'MMM yyyy';
export const addZeroMonth = (
transformedData: TransformedData,
isCumulative = false,
): TransformedData => {
export const addZeroMonth = (transformedData: TransformedData, isCumulative = false): TransformedData => {
const result: TransformedData = {
labels: [...transformedData.labels],
datasets: transformedData.datasets.map((dataset) => ({
+15 -8
View File
@@ -60,7 +60,9 @@ async function originHeadersFromReq(req: Request, origin: StaticOrigin | OriginF
const reqOrigin = req.headers.get('Origin') || undefined;
const value = typeof origin === 'function' ? await origin(reqOrigin, req) : origin;
if (!value) return;
if (!value) {
return;
}
return getOriginHeaders(reqOrigin, value);
}
@@ -85,12 +87,17 @@ export default async function cors(req: Request, res: Response, options?: CorsOp
const { headers } = res;
const originHeaders = await originHeadersFromReq(req, opts.origin ?? false);
const mergeHeaders = (v: string, k: string) => {
if (k === 'Vary') headers.append(k, v);
else headers.set(k, v);
if (k === 'Vary') {
headers.append(k, v);
} else {
headers.set(k, v);
}
};
// If there's no origin we won't touch the response
if (!originHeaders) return res;
if (!originHeaders) {
return res;
}
originHeaders.forEach(mergeHeaders);
@@ -98,9 +105,7 @@ export default async function cors(req: Request, res: Response, options?: CorsOp
headers.set('Access-Control-Allow-Credentials', 'true');
}
const exposed = Array.isArray(opts.exposedHeaders)
? opts.exposedHeaders.join(',')
: opts.exposedHeaders;
const exposed = Array.isArray(opts.exposedHeaders) ? opts.exposedHeaders.join(',') : opts.exposedHeaders;
if (exposed) {
headers.set('Access-Control-Expose-Headers', exposed);
@@ -120,7 +125,9 @@ export default async function cors(req: Request, res: Response, options?: CorsOp
headers.set('Access-Control-Max-Age', String(opts.maxAge));
}
if (opts.preflightContinue) return res;
if (opts.preflightContinue) {
return res;
}
headers.set('Content-Length', '0');
return new Response(null, { status: opts.optionsSuccessStatus, headers });

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