feat: start the work on the API reference (#1392)
`later`
## Description
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## Related Issue
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<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
---
title: API Reference
description: Reference documentation for the Documenso public API.
---
import { Callout, Steps } from 'nextra/components';
# API Reference
2025-11-13 00:50:06 +00:00
On this page we will refer to both Documents and Templates as Envelopes for convenience, unless otherwise specified.
feat: start the work on the API reference (#1392)
`later`
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## Additional Notes
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<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
<Callout type="info">
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This page is used to demonstrate some of the endpoints and how to use them. For the full API
reference, please see the [API Reference](https://openapi.documenso.com/).
feat: start the work on the API reference (#1392)
`later`
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## Additional Notes
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<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
</Callout>
2025-11-13 00:50:06 +00:00
## Get Envelope
feat: start the work on the API reference (#1392)
`later`
## Description
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## Additional Notes
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<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
For the vast majority of use cases, you will need to retrieve the envelope to get details for further operations.
feat: start the work on the API reference (#1392)
`later`
## Description
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## Related Issue
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here using #issue_number. -->
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- Change 1
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## Additional Notes
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concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
The main details you generally want to extract are the following:
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
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here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
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applicable.
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- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
- **Recipients** - The individuals who will be signing the document
- **Fields** - The fields the user will sign
- **Items** - The PDF files the user will see and sign
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
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here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
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- Change 1
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## Additional Notes
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<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
This is done by doing a the following GET [request](https://openapi.documenso.com/reference#tag/envelope/POST/envelope/create)
feat: start the work on the API reference (#1392)
`later`
## Description
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## Related Issue
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here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
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- Change 1
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- ...
## Testing Performed
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<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
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<!--- You can add or remove items as needed. -->
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applicable.
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submission, if applicable.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
```sh
curl -X GET "https://app.documenso.com/api/v2/envelope/envelope_xxxxxxxxxxxxx" \
-H "Authorization: api_xxxxxxxxxxxxxx"
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
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here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
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- Change 1
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- ...
## Testing Performed
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changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
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- Tested on browsers A, B, and C.
- ...
## Checklist
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applicable.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
```
A successful response looks as follows:
```json
{
2025-11-13 00:50:06 +00:00
"internalVersion": 2,
"type": "TEMPLATE",
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
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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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
"status": "DRAFT",
2025-11-13 00:50:06 +00:00
"source": "TEMPLATE",
"visibility": "EVERYONE",
"templateType": "PRIVATE",
"id": "envelope_xxxxxxxxxxxxxxxx",
"secondaryId": "template_9",
"externalId": null,
"createdAt": "2025-11-12T11:36:38.391Z",
"updatedAt": "2025-11-12T11:36:55.648Z",
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
"completedAt": null,
2025-11-13 00:50:06 +00:00
"deletedAt": null,
"title": "Title",
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
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- Tested on browsers A, B, and C.
- ...
## Checklist
<!--- Please check the boxes that apply to this pull request. -->
<!--- You can add or remove items as needed. -->
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changes.
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applicable.
- [ ] I have followed the project's coding style guidelines.
- [ ] I have addressed the code review feedback from the previous
submission, if applicable.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
"recipients": [
{
2025-11-13 00:50:06 +00:00
"envelopeId": "envelope_xxxxxxxxxxxxxxxx",
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
"role": "SIGNER",
"readStatus": "NOT_OPENED",
"signingStatus": "NOT_SIGNED",
"sendStatus": "NOT_SENT",
2025-11-13 00:50:06 +00:00
"id": 0,
"email": "recipient+1@documenso.com",
"name": "",
"token": "cxH2Ss79Hj94M1U3PxRAG",
"documentDeletedAt": null,
"expired": null,
"signedAt": null,
"authOptions": {
"accessAuth": [],
"actionAuth": []
},
"signingOrder": 1,
"rejectionReason": null
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
}
]
2025-11-13 00:50:06 +00:00
"envelopeItems": [
{
"envelopeId": "envelope_xxxxxxxxxxxxxxxx",
"id": "envelope_item_xxxxxxxxxxxxxxxxx",
"title": "FileOne",
"order": 1
}
],
// Other attributes
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
}
```
2025-11-13 00:50:06 +00:00
## Create Envelope
This example request will create a document with the following:
- Two PDF files
- Two recipients with one field each
You will need to:
- Replace api_xxxxxxxxxxxxxx with your API key
- Replace the file paths with the actual paths to your files
Note that the identifier on a field is linking to the files you upload. It can either be the index of the file or the filename. In this example it uses the index of the file.
```sh
curl -X POST "https://app.documenso.com/api/v2/envelope/create" \
-H "Authorization: api_xxxxxxxxxxxxxx" \
-H "Content-Type: multipart/form-data" \
-F 'payload={
"type": "DOCUMENT",
"title": "Envelope Full Field Test",
"recipients": [
{
"email": "recipient+1@example.com",
"name": "Recipient One",
"role": "SIGNER",
"fields": [
{
"identifier": 0,
"type": "SIGNATURE",
"page": 1,
"positionX": 0,
"positionY": 0,
"width": 50,
"height": 50
}
]
},
{
"email": "recipient-2@example.com",
"name": "Recipient Two",
"role": "SIGNER",
"fields": [
{
"identifier": 1,
"type": "SIGNATURE",
"page": 1,
"positionX": 0,
"positionY": 0,
"width": 50,
"height": 50
}
]
}
]
}' \
-F "files=@./field-font-alignment.pdf;type=application/pdf" \
-F "files=@./field-meta.pdf;type=application/pdf"
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
```
2025-11-13 00:50:06 +00:00
<Callout type="info">
See the full request and response formats for the create endpoint
[here](https://openapi.documenso.com/reference#tag/envelope/POST/envelope/create)
</Callout>
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
## Use Template
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
Documenso allows you to generate documents from templates. This is useful when you have a standard document format you want to reuse.
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
The API endpoint for generating a document from a template is `/api/v2/envelopes/use`, and it takes a JSON payload with the following fields:
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
<Callout type="info">
See the full request and response formats for the use endpoint
[here](https://openapi.documenso.com/reference#tag/envelope/POST/envelope/use)
</Callout>
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
<Steps>
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
### Grab the Template ID
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
The first step is to retrieve the ID of the template you want to use. This can be done via the API or from the Documenso UI.
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
You can get the ID by navigating to the template page and looking at the URL. The ID is the last part of the URL which looks like this "envelope_xxxxxxxx"
2024-12-04 10:49:44 +00:00
2025-11-13 00:50:06 +00:00
### Retrieve the Recipient(s) ID(s)
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
2024-10-15 11:05:39 +00:00
2025-11-13 00:50:06 +00:00
Once you have the template ID, you will want to retrieve the full template so you can see the recipients.
feat: start the work on the API reference (#1392)
`later`
## Description
<!--- Describe the changes introduced by this pull request. -->
<!--- Explain what problem it solves or what feature/fix it adds. -->
## Related Issue
<!--- If this pull request is related to a specific issue, reference it
here using #issue_number. -->
<!--- For example, "Fixes #123" or "Addresses #456". -->
## Changes Made
<!--- Provide a summary of the changes made in this pull request. -->
<!--- Include any relevant technical details or architecture changes.
-->
- Change 1
- Change 2
- ...
## Testing Performed
<!--- Describe the testing that you have performed to validate these
changes. -->
<!--- Include information about test cases, testing environments, and
results. -->
- Tested feature X in scenario Y.
- Ran unit tests for component Z.
- Tested on browsers A, B, and C.
- ...
## 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.
## Additional Notes
<!--- Provide any additional context or notes for the reviewers. -->
<!--- This might include details about design decisions, potential
concerns, or anything else relevant. -->
<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->
## Summary by CodeRabbit
- **New Features**
- Introduced comprehensive documentation for the Documenso public API.
- Added detailed guides for the following API endpoints:
- Uploading documents
- Generating documents from templates
- Adding fields to documents
- Included example payloads and response structures for better
understanding.
<!-- end of auto-generated comment: release notes by coderabbit.ai -->
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This is optional, and you only will want to do this if you want to modify the recipient details prior to creating the new document.
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See the [Get Envelope](#get-envelope) section for more details on how to retrieve the envelope.
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### Generate the Document
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To generate a document from the template, you need to make a POST request to the [`/api/v2/envelope/use`](https://openapi.documenso.com/reference#tag/envelope/POST/envelope/use) endpoint.
You will need to replace the following:
- `api_xxxxxxxxxxxxxx` with your API key
- `envelope_xxxxxxxxxxxxxxx` with the template ID
- `RECIPIENT_ID_HERE` with the recipient ID you want to modify prior to sending
- `RECIPIENT_EMAIL_HERE` with the new recipient email you want to use
- `RECIPIENT_NAME_HERE` with the new recipient name you want to use
If you want to send the document immediately, you can add the `distributeDocument` parameter to the payload.
```sh
curl -X POST "https://app.documenso.com/api/v2/envelope/use" \
-H "Authorization: api_xxxxxxxxxxxxxx" \
-H "Content-Type: multipart/form-data" \
-F 'payload={
"envelopeId": "envelope_xxxxxxxxxxxxxxx",
"recipients": [
{
"id": RECIPIENT_ID_HERE,
"email": "RECIPIENT_EMAIL_HERE",
"name": "RECIPIENT_NAME_HERE"
}
]
}'
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```
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#### Generate the Document with Custom Files
You can also generate a document from a template using custom PDF files to replace the template's default PDF files.
To do this, you will need to grab the `envelopeItemId` of the item you want to replace, this is found in the GET request in the previous step.
You will need to replace the following:
- `CUSTOM_FILE_NAME_HERE.pdf` with the custom file name
- `envelope_item_xxxxxxxxxxxxxxxxx` with the `envelopeItemId` of the item you want to replace
```sh
curl -X POST "https://app.documenso.com/api/v2/envelope/use" \
-H "Authorization: api_xxxxxxxxxxxxxx" \
-H "Content-Type: multipart/form-data" \
-F 'payload={
"envelopeId": "envelope_xxxxxxxxxxxxxxx",
"recipients": [
{
"id": RECIPIENT_ID_HERE,
"email": "RECIPIENT_EMAIL_HERE",
"name": "RECIPIENT_NAME_HERE"
}
],
"customDocumentData": [
{
"identifier": "CUSTOM_FILE_NAME_HERE.pdf",
"envelopeItemId": "envelope_item_xxxxxxxxxxxxxxxxx"
}
]
}' \
-F "files=@./CUSTOM_FILE_NAME_HERE.pdf;type=application/pdf"
```
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You can now access the document in your Documenso account dashboard.
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#### Pre-fill Fields On Document Creation
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The API allows you to pre-fill fields on document creation. This is useful when you want to create a document from an existing template and pre-fill the fields with specific values.
```json
{
"prefillFields": [
{
"id": 21,
"type": "text",
"label": "my-label",
"placeholder": "my-placeholder",
"value": "my-value"
},
{
"id": 22,
"type": "number",
"label": "my-label",
"placeholder": "my-placeholder",
"value": "123"
},
{
"id": 23,
"type": "checkbox",
"label": "my-label",
"placeholder": "my-placeholder",
"value": ["option-1", "option-2"]
}
]
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// Other payload properties...
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}
```
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</Steps>
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## Add Recipients
The API allows you to add recipients to an envelope via the [`/api/v2/envelope/recipient/create-many`](https://openapi.documenso.com/reference#tag/envelope-recipients/POST/envelope/recipient/create-many) endpoint.
The following is an example of a request which creates 2 new recipients on the envelope.
```sh
curl https://app.documenso.com/api/v2/envelope/recipient/create-many \
--request POST \
--header 'Authorization: api_xxxxxxxxxxxxxx' \
--header 'Content-Type: application/json' \
--data '{
"envelopeId": "envelope_brxkyaxywuxkyeuv",
"data": [
{
"name": "Recipient Name",
"email": "example@documenso.com",
"role": "SIGNER"
},
{
"name": "Recipient Two",
"email": "example+2@documenso.com",
"role": "APPROVER"
}
]
}'
```
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## Add Fields
The API allows you to add fields to an envelope via the [`/api/v2/envelope/field/create-many`](https://openapi.documenso.com/reference#tag/envelope-fields/POST/envelope/field/create-many) endpoint.
Before adding fields to an envelope, you will need the following details:
- **Envelope ID** - Which envelope the field will be added to
- **Recipient ID** - Which recipient the field will be added to
- **Envelope Item ID** - Which file the field will be added to. If blank, the field will be added to the first file.
See the [Get Envelope](#get-envelope) section for more details on how to retrieve these details.
The following is an example of a request which creates 2 new fields on the first page of the envelope.
Note that width, height, positionX and positionY are percentage numbers between 0 and 100, which scale the field relative to the size of the PDF.
```sh
curl https://app.documenso.com/api/v2/envelope/field/create-many \
--request POST \
--header 'Authorization: api_xxxxxxxxxxxxxx' \
--header 'Content-Type: application/json' \
--data '{
"envelopeId": "envelope_xxxxxxxxxx",
"data": [
{
"recipientId": recipient_id_here,
"envelopeItemId": "envelope_item_id_here",
"type": "TEXT",
"page": 1,
"positionX": 0,
"positionY": 0,
"width": 50,
"height": 50,
"fieldMeta": {
"type": "text",
"label": "First test field"
}
},
{
"recipientId": recipient_id_here,
"envelopeItemId": "envelope_item_id_here",
"type": "TEXT",
"page": 1,
"positionX": 50,
"positionY": 50,
"width": 50,
"height": 50,
"fieldMeta": {
"type": "text",
"label": "Second test field"
}
}
]
}'
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```
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Field meta allows you to further configure fields, for example it will allow you to add multiple items for checkboxes or radios.
A successful request will return a JSON response with the newly added fields.