Merge branch 'main' into feat/add-kysely

packages/api/v1/contract.ts

@@ -11,6 +11,9 @@ import {
   ZDeleteDocumentMutationSchema,
   ZDeleteFieldMutationSchema,
   ZDeleteRecipientMutationSchema,
+  ZDownloadDocumentSuccessfulSchema,
+  ZGenerateDocumentFromTemplateMutationResponseSchema,
+  ZGenerateDocumentFromTemplateMutationSchema,
   ZGetDocumentsQuerySchema,
   ZSendDocumentForSigningMutationSchema,
   ZSuccessfulDocumentResponseSchema,
@@ -51,6 +54,17 @@ export const ApiContractV1 = c.router(
       summary: 'Get a single document',
     },
 
+    downloadSignedDocument: {
+      method: 'GET',
+      path: '/api/v1/documents/:id/download',
+      responses: {
+        200: ZDownloadDocumentSuccessfulSchema,
+        401: ZUnsuccessfulResponseSchema,
+        404: ZUnsuccessfulResponseSchema,
+      },
+      summary: 'Download a signed document when the storage transport is S3',
+    },
+
     createDocument: {
       method: 'POST',
       path: '/api/v1/documents',
@@ -73,6 +87,24 @@ export const ApiContractV1 = c.router(
         404: ZUnsuccessfulResponseSchema,
       },
       summary: 'Create a new document from an existing template',
+      deprecated: true,
+      description: `This has been deprecated in favour of "/api/v1/templates/:templateId/generate-document". You may face unpredictable behavior using this endpoint as it is no longer maintained.`,
+    },
+
+    generateDocumentFromTemplate: {
+      method: 'POST',
+      path: '/api/v1/templates/:templateId/generate-document',
+      body: ZGenerateDocumentFromTemplateMutationSchema,
+      responses: {
+        200: ZGenerateDocumentFromTemplateMutationResponseSchema,
+        400: ZUnsuccessfulResponseSchema,
+        401: ZUnsuccessfulResponseSchema,
+        404: ZUnsuccessfulResponseSchema,
+        500: ZUnsuccessfulResponseSchema,
+      },
+      summary: 'Create a new document from an existing template',
+      description:
+        'Create a new document from an existing template. Passing in values for title and meta will override the original values defined in the template. If you do not pass in values for recipients, it will use the values defined in the template.',
     },
 
     sendDocument: {

packages/api/v1/implementation.ts

@@ -1,6 +1,8 @@
 import { createNextRoute } from '@ts-rest/next';
 
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
 import { createDocument } from '@documenso/lib/server-only/document/create-document';
@@ -13,14 +15,22 @@ import { createField } from '@documenso/lib/server-only/field/create-field';
 import { deleteField } from '@documenso/lib/server-only/field/delete-field';
 import { getFieldById } from '@documenso/lib/server-only/field/get-field-by-id';
 import { updateField } from '@documenso/lib/server-only/field/update-field';
+import { insertFormValuesInPdf } from '@documenso/lib/server-only/pdf/insert-form-values-in-pdf';
 import { deleteRecipient } from '@documenso/lib/server-only/recipient/delete-recipient';
 import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recipient-by-id';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
 import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
+import type { CreateDocumentFromTemplateResponse } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
+import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
+import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import {
+  getPresignGetUrl,
+  getPresignPostUrl,
+} from '@documenso/lib/universal/upload/server-actions';
 import { DocumentDataType, DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 
 import { ApiContractV1 } from './contract';
@@ -67,7 +77,10 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         status: 200,
         body: {
           ...document,
-          recipients,
+          recipients: recipients.map((recipient) => ({
+            ...recipient,
+            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
+          })),
         },
       };
     } catch (err) {
@@ -80,6 +93,68 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
     }
   }),
 
+  downloadSignedDocument: authenticatedMiddleware(async (args, user, team) => {
+    const { id: documentId } = args.params;
+
+    try {
+      if (process.env.NEXT_PUBLIC_UPLOAD_TRANSPORT !== 's3') {
+        return {
+          status: 500,
+          body: {
+            message: 'Please make sure the storage transport is set to S3.',
+          },
+        };
+      }
+
+      const document = await getDocumentById({
+        id: Number(documentId),
+        userId: user.id,
+        teamId: team?.id,
+      });
+
+      if (!document || !document.documentDataId) {
+        return {
+          status: 404,
+          body: {
+            message: 'Document not found',
+          },
+        };
+      }
+
+      if (DocumentDataType.S3_PATH !== document.documentData.type) {
+        return {
+          status: 400,
+          body: {
+            message: 'Invalid document data type',
+          },
+        };
+      }
+
+      if (document.status !== DocumentStatus.COMPLETED) {
+        return {
+          status: 400,
+          body: {
+            message: 'Document is not completed yet.',
+          },
+        };
+      }
+
+      const { url } = await getPresignGetUrl(document.documentData.data);
+
+      return {
+        status: 200,
+        body: { downloadUrl: url },
+      };
+    } catch (err) {
+      return {
+        status: 500,
+        body: {
+          message: 'Error downloading the document. Please try again.',
+        },
+      };
+    }
+  }),
+
   deleteDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id: documentId } = args.params;
 
@@ -156,10 +231,18 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         title: body.title,
         userId: user.id,
         teamId: team?.id,
+        formValues: body.formValues,
         documentDataId: documentData.id,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
+      await upsertDocumentMeta({
+        documentId: document.id,
+        userId: user.id,
+        ...body.meta,
+        requestMetadata: extractNextApiRequestMetadata(args.req),
+      });
+
       const recipients = await setRecipientsForDocument({
         userId: user.id,
         teamId: team?.id,
@@ -179,6 +262,8 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
             email: recipient.email,
             token: recipient.token,
             role: recipient.role,
+
+            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
           })),
         },
       };
@@ -210,19 +295,44 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
     const fileName = body.title.endsWith('.pdf') ? body.title : `${body.title}.pdf`;
 
-    const document = await createDocumentFromTemplate({
+    const document = await createDocumentFromTemplateLegacy({
       templateId,
       userId: user.id,
       teamId: team?.id,
       recipients: body.recipients,
     });
 
+    let documentDataId = document.documentDataId;
+
+    if (body.formValues) {
+      const pdf = await getFile(document.documentData);
+
+      const prefilled = await insertFormValuesInPdf({
+        pdf: Buffer.from(pdf),
+        formValues: body.formValues,
+      });
+
+      const newDocumentData = await putPdfFile({
+        name: fileName,
+        type: 'application/pdf',
+        arrayBuffer: async () => Promise.resolve(prefilled),
+      });
+
+      documentDataId = newDocumentData.id;
+    }
+
     await updateDocument({
       documentId: document.id,
       userId: user.id,
       teamId: team?.id,
       data: {
         title: fileName,
+        formValues: body.formValues,
+        documentData: {
+          connect: {
+            id: documentDataId,
+          },
+        },
       },
     });
 
@@ -230,10 +340,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       await upsertDocumentMeta({
         documentId: document.id,
         userId: user.id,
-        subject: body.meta.subject,
-        message: body.meta.message,
-        dateFormat: body.meta.dateFormat,
-        timezone: body.meta.timezone,
+        ...body.meta,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
     }
@@ -248,6 +355,89 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
           email: recipient.email,
           token: recipient.token,
           role: recipient.role,
+
+          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
+        })),
+      },
+    };
+  }),
+
+  generateDocumentFromTemplate: authenticatedMiddleware(async (args, user, team) => {
+    const { body, params } = args;
+
+    const { remaining } = await getServerLimits({ email: user.email, teamId: team?.id });
+
+    if (remaining.documents <= 0) {
+      return {
+        status: 400,
+        body: {
+          message: 'You have reached the maximum number of documents allowed for this month',
+        },
+      };
+    }
+
+    const templateId = Number(params.templateId);
+
+    let document: CreateDocumentFromTemplateResponse | null = null;
+
+    try {
+      document = await createDocumentFromTemplate({
+        templateId,
+        userId: user.id,
+        teamId: team?.id,
+        recipients: body.recipients,
+        override: {
+          title: body.title,
+          ...body.meta,
+        },
+      });
+    } catch (err) {
+      return AppError.toRestAPIError(err);
+    }
+
+    if (body.formValues) {
+      const fileName = document.title.endsWith('.pdf') ? document.title : `${document.title}.pdf`;
+
+      const pdf = await getFile(document.documentData);
+
+      const prefilled = await insertFormValuesInPdf({
+        pdf: Buffer.from(pdf),
+        formValues: body.formValues,
+      });
+
+      const newDocumentData = await putPdfFile({
+        name: fileName,
+        type: 'application/pdf',
+        arrayBuffer: async () => Promise.resolve(prefilled),
+      });
+
+      await updateDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team?.id,
+        data: {
+          formValues: body.formValues,
+          documentData: {
+            connect: {
+              id: newDocumentData.id,
+            },
+          },
+        },
+      });
+    }
+
+    return {
+      status: 200,
+      body: {
+        documentId: document.id,
+        recipients: document.Recipient.map((recipient) => ({
+          recipientId: recipient.id,
+          name: recipient.name,
+          email: recipient.email,
+          token: recipient.token,
+          role: recipient.role,
+
+          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
         })),
       },
     };
@@ -255,6 +445,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
   sendDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id } = args.params;
+    const { sendEmail = true } = args.body ?? {};
 
     const document = await getDocumentById({ id: Number(id), userId: user.id, teamId: team?.id });
 
@@ -310,10 +501,11 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       //     });
       //   }
 
-      await sendDocument({
+      const { Recipient: recipients, ...sentDocument } = await sendDocument({
         documentId: Number(id),
         userId: user.id,
         teamId: team?.id,
+        sendEmail,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
@@ -321,6 +513,11 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         status: 200,
         body: {
           message: 'Document sent for signing successfully',
+          ...sentDocument,
+          recipients: recipients.map((recipient) => ({
+            ...recipient,
+            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
+          })),
         },
       };
     } catch (err) {
@@ -405,6 +602,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         body: {
           ...newRecipient,
           documentId: Number(documentId),
+          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${newRecipient.token}`,
         },
       };
     } catch (err) {
@@ -470,6 +668,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       body: {
         ...updatedRecipient,
         documentId: Number(documentId),
+        signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${updatedRecipient.token}`,
       },
     };
   }),
@@ -523,6 +722,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       body: {
         ...deletedRecipient,
         documentId: Number(documentId),
+        signingUrl: '',
       },
     };
   }),

packages/api/v1/openapi.ts

@@ -2,16 +2,34 @@ import { generateOpenApi } from '@ts-rest/open-api';
 
 import { ApiContractV1 } from './contract';
 
-export const OpenAPIV1 = generateOpenApi(
-  ApiContractV1,
-  {
-    info: {
-      title: 'Documenso API',
-      version: '1.0.0',
-      description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+export const OpenAPIV1 = Object.assign(
+  generateOpenApi(
+    ApiContractV1,
+    {
+      info: {
+        title: 'Documenso API',
+        version: '1.0.0',
+        description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+      },
     },
-  },
+    {
+      setOperationId: true,
+    },
+  ),
   {
-    setOperationId: true,
+    components: {
+      securitySchemes: {
+        authorization: {
+          type: 'apiKey',
+          in: 'header',
+          name: 'Authorization',
+        },
+      },
+    },
+    security: [
+      {
+        authorization: [],
+      },
+    ],
   },
 );

packages/api/v1/schema.ts

@@ -1,5 +1,6 @@
 import { z } from 'zod';
 
+import { ZUrlSchema } from '@documenso/lib/schemas/common';
 import {
   FieldType,
   ReadStatus,
@@ -44,7 +45,11 @@ export type TSuccessfulGetDocumentResponseSchema = z.infer<
 
 export type TSuccessfulDocumentResponseSchema = z.infer<typeof ZSuccessfulDocumentResponseSchema>;
 
-export const ZSendDocumentForSigningMutationSchema = null;
+export const ZSendDocumentForSigningMutationSchema = z
+  .object({
+    sendEmail: z.boolean().optional().default(true),
+  })
+  .or(z.literal('').transform(() => ({ sendEmail: true })));
 
 export type TSendDocumentForSigningMutationSchema = typeof ZSendDocumentForSigningMutationSchema;
 
@@ -53,6 +58,10 @@ export const ZUploadDocumentSuccessfulSchema = z.object({
   key: z.string(),
 });
 
+export const ZDownloadDocumentSuccessfulSchema = z.object({
+  downloadUrl: z.string(),
+});
+
 export type TUploadDocumentSuccessfulSchema = z.infer<typeof ZUploadDocumentSuccessfulSchema>;
 
 export const ZCreateDocumentMutationSchema = z.object({
@@ -73,6 +82,7 @@ export const ZCreateDocumentMutationSchema = z.object({
       redirectUrl: z.string(),
     })
     .partial(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
 });
 
 export type TCreateDocumentMutationSchema = z.infer<typeof ZCreateDocumentMutationSchema>;
@@ -83,8 +93,12 @@ export const ZCreateDocumentMutationResponseSchema = z.object({
   recipients: z.array(
     z.object({
       recipientId: z.number(),
+      name: z.string(),
+      email: z.string().email().min(1),
       token: z.string(),
       role: z.nativeEnum(RecipientRole),
+
+      signingUrl: z.string(),
     }),
   ),
 });
@@ -112,6 +126,7 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
     })
     .partial()
     .optional(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
 });
 
 export type TCreateDocumentFromTemplateMutationSchema = z.infer<
@@ -127,6 +142,8 @@ export const ZCreateDocumentFromTemplateMutationResponseSchema = z.object({
       email: z.string().email().min(1),
       token: z.string(),
       role: z.nativeEnum(RecipientRole).optional().default(RecipientRole.SIGNER),
+
+      signingUrl: z.string(),
     }),
   ),
 });
@@ -135,6 +152,61 @@ export type TCreateDocumentFromTemplateMutationResponseSchema = z.infer<
   typeof ZCreateDocumentFromTemplateMutationResponseSchema
 >;
 
+export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
+  title: z.string().optional(),
+  recipients: z
+    .array(
+      z.object({
+        id: z.number(),
+        name: z.string().optional(),
+        email: z.string().email().min(1),
+      }),
+    )
+    .refine(
+      (schema) => {
+        const emails = schema.map((signer) => signer.email.toLowerCase());
+        const ids = schema.map((signer) => signer.id);
+
+        return new Set(emails).size === emails.length && new Set(ids).size === ids.length;
+      },
+      { message: 'Recipient IDs and emails must be unique' },
+    ),
+  meta: z
+    .object({
+      subject: z.string(),
+      message: z.string(),
+      timezone: z.string(),
+      dateFormat: z.string(),
+      redirectUrl: ZUrlSchema,
+    })
+    .partial()
+    .optional(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+});
+
+export type TGenerateDocumentFromTemplateMutationSchema = z.infer<
+  typeof ZGenerateDocumentFromTemplateMutationSchema
+>;
+
+export const ZGenerateDocumentFromTemplateMutationResponseSchema = z.object({
+  documentId: z.number(),
+  recipients: z.array(
+    z.object({
+      recipientId: z.number(),
+      name: z.string(),
+      email: z.string().email().min(1),
+      token: z.string(),
+      role: z.nativeEnum(RecipientRole),
+
+      signingUrl: z.string(),
+    }),
+  ),
+});
+
+export type TGenerateDocumentFromTemplateMutationResponseSchema = z.infer<
+  typeof ZGenerateDocumentFromTemplateMutationResponseSchema
+>;
+
 export const ZCreateRecipientMutationSchema = z.object({
   name: z.string().min(1),
   email: z.string().email().min(1),
@@ -169,6 +241,8 @@ export const ZSuccessfulRecipientResponseSchema = z.object({
   readStatus: z.nativeEnum(ReadStatus),
   signingStatus: z.nativeEnum(SigningStatus),
   sendStatus: z.nativeEnum(SendStatus),
+
+  signingUrl: z.string(),
 });
 
 export type TSuccessfulRecipientResponseSchema = z.infer<typeof ZSuccessfulRecipientResponseSchema>;
@@ -219,9 +293,11 @@ export const ZSuccessfulResponseSchema = z.object({
 
 export type TSuccessfulResponseSchema = z.infer<typeof ZSuccessfulResponseSchema>;
 
-export const ZSuccessfulSigningResponseSchema = z.object({
-  message: z.string(),
-});
+export const ZSuccessfulSigningResponseSchema = z
+  .object({
+    message: z.string(),
+  })
+  .and(ZSuccessfulGetDocumentResponseSchema);
 
 export type TSuccessfulSigningResponseSchema = z.infer<typeof ZSuccessfulSigningResponseSchema>;
 

packages/app-tests/e2e/command-menu/document-search.spec.ts

@@ -0,0 +1,54 @@
+import { expect, test } from '@playwright/test';
+
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test('[COMMAND_MENU]: should see sent documents', async ({ page }) => {
+  const user = await seedUser();
+  const recipient = await seedUser();
+  const document = await seedPendingDocument(user, [recipient]);
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  await page.keyboard.press('Meta+K');
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+});
+
+test('[COMMAND_MENU]: should see received documents', async ({ page }) => {
+  const user = await seedUser();
+  const recipient = await seedUser();
+  const document = await seedPendingDocument(user, [recipient]);
+
+  await apiSignin({
+    page,
+    email: recipient.email,
+  });
+
+  await page.keyboard.press('Meta+K');
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+});
+
+test('[COMMAND_MENU]: should be able to search by recipient', async ({ page }) => {
+  const user = await seedUser();
+  const recipient = await seedUser();
+  const document = await seedPendingDocument(user, [recipient]);
+
+  await apiSignin({
+    page,
+    email: recipient.email,
+  });
+
+  await page.keyboard.press('Meta+K');
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(recipient.email);
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+});

packages/app-tests/e2e/document-auth/access-auth.spec.ts

@@ -0,0 +1,96 @@
+import { expect, test } from '@playwright/test';
+
+import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_AUTH]: should grant access when not required', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const document = await seedPendingDocument(user, [
+    recipientWithAccount,
+    'recipientwithoutaccount@documenso.com',
+  ]);
+
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+  });
+
+  const tokens = recipients.map((recipient) => recipient.token);
+
+  for (const token of tokens) {
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+  }
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow or deny access when required', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const document = await seedPendingDocument(
+    user,
+    [recipientWithAccount, 'recipientwithoutaccount@documenso.com'],
+    {
+      createDocumentOptions: {
+        authOptions: createDocumentAuthOptions({
+          globalAccessAuth: 'ACCOUNT',
+          globalActionAuth: null,
+        }),
+      },
+    },
+  );
+
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+  });
+
+  // Check that both are denied access.
+  for (const recipient of recipients) {
+    const { email, token } = recipient;
+
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Authentication required' })).toBeVisible();
+    await expect(page.getByRole('paragraph')).toContainText(email);
+  }
+
+  await apiSignin({
+    page,
+    email: recipientWithAccount.email,
+  });
+
+  // Check that the one logged in is granted access.
+  for (const recipient of recipients) {
+    const { email, token } = recipient;
+
+    await page.goto(`/sign/${token}`);
+
+    // Recipient should be granted access.
+    if (recipient.email === recipientWithAccount.email) {
+      await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+    }
+
+    // Recipient should still be denied.
+    if (recipient.email !== recipientWithAccount.email) {
+      await expect(page.getByRole('heading', { name: 'Authentication required' })).toBeVisible();
+      await expect(page.getByRole('paragraph')).toContainText(email);
+    }
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});

packages/app-tests/e2e/document-auth/action-auth.spec.ts

@@ -0,0 +1,418 @@
+import { expect, test } from '@playwright/test';
+
+import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
+import {
+  createDocumentAuthOptions,
+  createRecipientAuthOptions,
+} from '@documenso/lib/utils/document-auth';
+import { FieldType } from '@documenso/prisma/client';
+import {
+  seedPendingDocumentNoFields,
+  seedPendingDocumentWithFullFields,
+} from '@documenso/prisma/seed/documents';
+import { seedTestEmail, seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin, apiSignout } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+test('[DOCUMENT_AUTH]: should allow signing when no auth setup', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount, seedTestEmail()],
+  });
+
+  // Check that both are granted access.
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow signing with valid global auth', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  const recipient = recipients[0];
+
+  const { token, Field } = recipient;
+
+  const signUrl = `/sign/${token}`;
+
+  await apiSignin({
+    page,
+    email: recipientWithAccount.email,
+    redirectPath: signUrl,
+  });
+
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  // Add signature.
+  const canvas = page.locator('canvas');
+  const box = await canvas.boundingBox();
+  if (box) {
+    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+    await page.mouse.down();
+    await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+    await page.mouse.up();
+  }
+
+  for (const field of Field) {
+    await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+    if (field.type === FieldType.TEXT) {
+      await page.getByLabel('Custom Text').fill('TEXT');
+      await page.getByRole('button', { name: 'Save Text' }).click();
+    }
+
+    await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+  }
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+// Currently document auth for signing/approving/viewing is not required.
+test.skip('[DOCUMENT_AUTH]: should deny signing document when required for global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentNoFields({
+    owner: user,
+    recipients: [recipientWithAccount],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  const recipient = recipients[0];
+
+  const { token } = recipient;
+
+  await page.goto(`/sign/${token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('paragraph')).toContainText(
+    'Reauthentication is required to sign the document',
+  );
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should deny signing fields when required for global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount, seedTestEmail()],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  // Check that both are denied access.
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    for (const field of Field) {
+      if (field.type !== FieldType.SIGNATURE) {
+        continue;
+      }
+
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+      await expect(page.getByRole('paragraph')).toContainText(
+        'Reauthentication is required to sign this field',
+      );
+      await page.getByRole('button', { name: 'Cancel' }).click();
+    }
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow field signing when required for recipient auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithInheritAuth = await seedUser();
+  const recipientWithExplicitNoneAuth = await seedUser();
+  const recipientWithExplicitAccountAuth = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [
+      recipientWithInheritAuth,
+      recipientWithExplicitNoneAuth,
+      recipientWithExplicitAccountAuth,
+    ],
+    recipientsCreateOptions: [
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: null,
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'EXPLICIT_NONE',
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'ACCOUNT',
+        }),
+      },
+    ],
+    fields: [FieldType.DATE],
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+    const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+    // This document has no global action auth, so only account should require auth.
+    const isAuthRequired = actionAuth === 'ACCOUNT';
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    if (isAuthRequired) {
+      for (const field of Field) {
+        if (field.type !== FieldType.SIGNATURE) {
+          continue;
+        }
+
+        await page.locator(`#field-${field.id}`).getByRole('button').click();
+        await expect(page.getByRole('paragraph')).toContainText(
+          'Reauthentication is required to sign this field',
+        );
+        await page.getByRole('button', { name: 'Cancel' }).click();
+      }
+
+      // Sign in and it should work.
+      await apiSignin({
+        page,
+        email: recipient.email,
+        redirectPath: signUrl,
+      });
+    }
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
+        timeout: 5000,
+      });
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+
+    if (isAuthRequired) {
+      await apiSignout({ page });
+    }
+  }
+});
+
+test('[DOCUMENT_AUTH]: should allow field signing when required for recipient and global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithInheritAuth = await seedUser();
+  const recipientWithExplicitNoneAuth = await seedUser();
+  const recipientWithExplicitAccountAuth = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [
+      recipientWithInheritAuth,
+      recipientWithExplicitNoneAuth,
+      recipientWithExplicitAccountAuth,
+    ],
+    recipientsCreateOptions: [
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: null,
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'EXPLICIT_NONE',
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'ACCOUNT',
+        }),
+      },
+    ],
+    fields: [FieldType.DATE],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+    const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+    // This document HAS global action auth, so account and inherit should require auth.
+    const isAuthRequired = actionAuth === 'ACCOUNT' || actionAuth === null;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    if (isAuthRequired) {
+      for (const field of Field) {
+        if (field.type !== FieldType.SIGNATURE) {
+          continue;
+        }
+
+        await page.locator(`#field-${field.id}`).getByRole('button').click();
+        await expect(page.getByRole('paragraph')).toContainText(
+          'Reauthentication is required to sign this field',
+        );
+        await page.getByRole('button', { name: 'Cancel' }).click();
+      }
+
+      // Sign in and it should work.
+      await apiSignin({
+        page,
+        email: recipient.email,
+        redirectPath: signUrl,
+      });
+    }
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
+        timeout: 5000,
+      });
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+
+    if (isAuthRequired) {
+      await apiSignout({ page });
+    }
+  }
+});

packages/app-tests/e2e/document-flow/settings-step.spec.ts

@@ -0,0 +1,193 @@
+import { expect, test } from '@playwright/test';
+
+import {
+  seedBlankDocument,
+  seedDraftDocument,
+  seedPendingDocument,
+} from '@documenso/prisma/seed/documents';
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[DOCUMENT_FLOW] add action auth settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/documents/${document.id}/edit`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Return to the settings step to check that the results are saved correctly.
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    await unseedUser(user.id);
+  });
+
+  test('[DOCUMENT_FLOW] enterprise team member can add action auth settings', async ({ page }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const owner = team.owner;
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(owner, {
+      createDocumentOptions: {
+        teamId: team.id,
+      },
+    });
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/t/${team.url}/documents/${document.id}/edit`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Advanced settings should be visible.
+    await expect(page.getByLabel('Show advanced settings')).toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+
+  test('[DOCUMENT_FLOW] enterprise team member should not have access to enterprise on personal account', async ({
+    page,
+  }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(teamMemberUser);
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/documents/${document.id}/edit`,
+    });
+
+    // Global action auth should not be visible.
+    await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+    // Next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Advanced settings should not be visible.
+    await expect(page.getByLabel('Show advanced settings')).not.toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+});
+
+test('[DOCUMENT_FLOW]: add settings', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Set title.
+  await page.getByLabel('Title').fill('New Title');
+
+  // Set access auth.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Action auth should NOT be visible.
+  await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Return to the settings step to check that the results are saved correctly.
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await expect(page.getByLabel('Title')).toHaveValue('New Title');
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: title should be disabled depending on document status', async ({ page }) => {
+  const user = await seedUser();
+
+  const pendingDocument = await seedPendingDocument(user, []);
+  const draftDocument = await seedDraftDocument(user, []);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${pendingDocument.id}/edit`,
+  });
+
+  // Should be disabled for pending documents.
+  await expect(page.getByLabel('Title')).toBeDisabled();
+
+  // Should be enabled for draft documents.
+  await page.goto(`/documents/${draftDocument.id}/edit`);
+  await expect(page.getByLabel('Title')).toBeEnabled();
+
+  await unseedUser(user.id);
+});

packages/app-tests/e2e/document-flow/signers-step.spec.ts

@@ -0,0 +1,96 @@
+import { expect, test } from '@playwright/test';
+
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[DOCUMENT_FLOW] add EE settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/documents/${document.id}/edit`,
+    });
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Add 2 signers.
+    await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+    await page.getByPlaceholder('Name').fill('Recipient 1');
+    await page.getByRole('button', { name: 'Add Signer' }).click();
+    await page
+      .getByRole('textbox', { name: 'Email', exact: true })
+      .fill('recipient2@documenso.com');
+    await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+    // Display advanced settings.
+    await page.getByLabel('Show advanced settings').check();
+
+    // Navigate to the next step and back.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Todo: Fix stepper component back issue before finishing test.
+
+    await unseedUser(user.id);
+  });
+});
+
+test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+  // Advanced settings should not be visible for non EE users.
+  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
+
+  // Navigate to the next step and back.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await unseedUser(user.id);
+});

packages/app-tests/e2e/document-flow/stepper-component.spec.ts

@@ -0,0 +1,536 @@
+import { expect, test } from '@playwright/test';
+import { DateTime } from 'luxon';
+import path from 'node:path';
+
+import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/client';
+import {
+  seedBlankDocument,
+  seedPendingDocumentWithFullFields,
+} from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+// Can't use the function in server-only/document due to it indirectly using
+// require imports.
+const getDocumentByToken = async (token: string) => {
+  return await prisma.document.findFirstOrThrow({
+    where: {
+      Recipient: {
+        some: {
+          token,
+        },
+      },
+    },
+  });
+};
+
+test('[DOCUMENT_FLOW]: should be able to upload a PDF document', async ({ page }) => {
+  const user = await seedUser();
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  // Upload document.
+  const [fileChooser] = await Promise.all([
+    page.waitForEvent('filechooser'),
+    page.locator('input[type=file]').evaluate((e) => {
+      if (e instanceof HTMLInputElement) {
+        e.click();
+      }
+    }),
+  ]);
+
+  await fileChooser.setFiles(path.join(__dirname, '../../../../assets/example.pdf'));
+
+  // Wait to be redirected to the edit page.
+  await page.waitForURL(/\/documents\/\d+/);
+});
+
+test('[DOCUMENT_FLOW]: should be able to create a document', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  const documentTitle = `example-${Date.now()}.pdf`;
+
+  // Set general settings
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.getByLabel('Title').fill(documentTitle);
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByLabel('Email*').fill('user1@example.com');
+  await page.getByLabel('Name').fill('User 1');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'User 1 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 200,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add subject and send
+  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipients', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  const documentTitle = `example-${Date.now()}.pdf`;
+
+  // Set title
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.getByLabel('Title').fill(documentTitle);
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  await page.getByPlaceholder('Name').fill('User 1');
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('User 2');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'User 1 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 200,
+    },
+  });
+
+  await page.getByText('User 1 (user1@example.com)').click();
+  await page.getByText('User 2 (user2@example.com)').click();
+
+  await page.getByRole('button', { name: 'User 2 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 200,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add subject and send
+  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipients with different roles', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Set title
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+  await page.getByLabel('Title').fill('Test Title');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  await page.getByPlaceholder('Name').fill('User 1');
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('User 2');
+  await page.locator('button[role="combobox"]').nth(1).click();
+  await page.getByLabel('Receives copy').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByRole('textbox', { name: 'Email', exact: true }).nth(1).fill('user3@example.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(2).fill('User 3');
+  await page.locator('button[role="combobox"]').nth(2).click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByRole('textbox', { name: 'Email', exact: true }).nth(2).fill('user4@example.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(3).fill('User 4');
+  await page.locator('button[role="combobox"]').nth(3).click();
+  await page.getByLabel('Needs to view').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'User 1 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 200,
+    },
+  });
+
+  await page.getByText('User 1 (user1@example.com)').click();
+  await page.getByText('User 3 (user3@example.com)').click();
+
+  await page.getByRole('button', { name: 'User 3 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 200,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add subject and send
+  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: 'Test Title' })).toBeVisible();
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  const documentTitle = `example-${Date.now()}.pdf`;
+
+  // Set title
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.getByLabel('Title').fill(documentTitle);
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  await page.getByPlaceholder('Name').fill('User 1');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add subject and send
+  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
+  await page.getByRole('link', { name: documentTitle }).click();
+  await page.waitForURL(/\/documents\/\d+/);
+
+  // Start signing process
+  const url = page.url().split('/');
+  const documentId = url[url.length - 1];
+
+  const { token } = await getRecipientByEmail({
+    email: 'user1@example.com',
+    documentId: Number(documentId),
+  });
+
+  await page.goto(`/sign/${token}`);
+  await page.waitForURL(`/sign/${token}`);
+
+  // Check if document has been viewed
+  const { status } = await getDocumentByToken(token);
+  expect(status).toBe(DocumentStatus.PENDING);
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('dialog').getByText('Complete Signing').first()).toBeVisible();
+  await page.getByRole('button', { name: 'Sign' }).click();
+
+  await page.waitForURL(`/sign/${token}/complete`);
+  await expect(page.getByText('Document Signed')).toBeVisible();
+
+  // Check if document has been signed
+  const { status: completedStatus } = await getDocumentByToken(token);
+  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) => {
+  const user = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: ['user@documenso.com', 'approver@documenso.com'],
+    recipientsCreateOptions: [
+      {
+        email: 'user@documenso.com',
+        role: RecipientRole.SIGNER,
+      },
+      {
+        email: 'approver@documenso.com',
+        role: RecipientRole.APPROVER,
+      },
+    ],
+    fields: [FieldType.SIGNATURE],
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field, role } = recipient;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(
+      page.getByRole('heading', {
+        name: role === RecipientRole.SIGNER ? 'Sign Document' : 'Approve Document',
+      }),
+    ).toBeVisible();
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page
+      .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
+      .click();
+    await page.waitForURL(`${signUrl}/complete`);
+  }
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a document and redirect to redirect url', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  const documentTitle = `example-${Date.now()}.pdf`;
+
+  // Set title & advanced redirect
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+  await page.getByLabel('Title').fill(documentTitle);
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  await page.getByPlaceholder('Name').fill('User 1');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
+  await page.getByRole('link', { name: documentTitle }).click();
+  await page.waitForURL(/\/documents\/\d+/);
+
+  const url = page.url().split('/');
+  const documentId = url[url.length - 1];
+
+  const { token } = await getRecipientByEmail({
+    email: 'user1@example.com',
+    documentId: Number(documentId),
+  });
+
+  await page.goto(`/sign/${token}`);
+  await page.waitForURL(`/sign/${token}`);
+
+  // Check if document has been viewed
+  const { status } = await getDocumentByToken(token);
+  expect(status).toBe(DocumentStatus.PENDING);
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('dialog').getByText('Complete Signing').first()).toBeVisible();
+  await page.getByRole('button', { name: 'Sign' }).click();
+
+  await page.waitForURL('https://documenso.com');
+
+  // Check if document has been signed
+  const { status: completedStatus } = await getDocumentByToken(token);
+  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: should be able to sign a document with custom date', async ({ page }) => {
+  const user = await seedUser();
+  const customDate = DateTime.local().toFormat('yyyy-MM-dd hh:mm a');
+
+  const { document, recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: ['user1@example.com'],
+    fields: [FieldType.DATE],
+  });
+
+  const { token, Field } = recipients[0];
+  const [recipientField] = Field;
+
+  await page.goto(`/sign/${token}`);
+  await page.waitForURL(`/sign/${token}`);
+
+  await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('dialog').getByText('Complete Signing').first()).toBeVisible();
+  await page.getByRole('button', { name: 'Sign' }).click();
+
+  await page.waitForURL(`/sign/${token}/complete`);
+  await expect(page.getByText('Document Signed')).toBeVisible();
+
+  const field = await prisma.field.findFirst({
+    where: {
+      Recipient: {
+        email: 'user1@example.com',
+      },
+      documentId: Number(document.id),
+    },
+  });
+
+  expect(field?.customText).toBe(customDate);
+
+  // Check if document has been signed
+  const { status: completedStatus } = await getDocumentByToken(token);
+  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
+
+  await unseedUser(user.id);
+});

packages/app-tests/e2e/documents/delete-documents.spec.ts

@@ -0,0 +1,314 @@
+import { expect, test } from '@playwright/test';
+
+import {
+  seedCompletedDocument,
+  seedDraftDocument,
+  seedPendingDocument,
+} from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin, apiSignout } from '../fixtures/authentication';
+import { checkDocumentTabCount } from '../fixtures/documents';
+
+test.describe.configure({ mode: 'serial' });
+
+const seedDeleteDocumentsTestRequirements = async () => {
+  const [sender, recipientA, recipientB] = await Promise.all([seedUser(), seedUser(), seedUser()]);
+
+  const [draftDocument, pendingDocument, completedDocument] = await Promise.all([
+    seedDraftDocument(sender, [recipientA, recipientB], {
+      createDocumentOptions: { title: 'Document 1 - Draft' },
+    }),
+    seedPendingDocument(sender, [recipientA, recipientB], {
+      createDocumentOptions: { title: 'Document 1 - Pending' },
+    }),
+    seedCompletedDocument(sender, [recipientA, recipientB], {
+      createDocumentOptions: { title: 'Document 1 - Completed' },
+    }),
+  ]);
+
+  return {
+    sender,
+    recipients: [recipientA, recipientB],
+    draftDocument,
+    pendingDocument,
+    completedDocument,
+  };
+};
+
+test('[DOCUMENTS]: seeded documents should be visible', async ({ page }) => {
+  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  await expect(page.getByRole('link', { name: 'Document 1 - Completed' })).toBeVisible();
+  await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
+  await expect(page.getByRole('link', { name: 'Document 1 - Draft' })).toBeVisible();
+
+  await apiSignout({ page });
+
+  for (const recipient of recipients) {
+    await apiSignin({
+      page,
+      email: recipient.email,
+    });
+
+    await expect(page.getByRole('link', { name: 'Document 1 - Completed' })).toBeVisible();
+    await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
+
+    await expect(page.getByRole('link', { name: 'Document 1 - Draft' })).not.toBeVisible();
+
+    await apiSignout({ page });
+  }
+});
+
+test('[DOCUMENTS]: deleting a completed document should not remove it from recipients', async ({
+  page,
+}) => {
+  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Completed' })
+    .getByRole('cell', { name: 'Download' })
+    .getByRole('button')
+    .nth(1)
+    .click();
+
+  // delete document
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
+
+  await apiSignout({ page });
+
+  for (const recipient of recipients) {
+    await apiSignin({
+      page,
+      email: recipient.email,
+    });
+
+    await expect(page.getByRole('link', { name: 'Document 1 - Completed' })).toBeVisible();
+    await page.getByRole('link', { name: 'Document 1 - Completed' }).click();
+    await expect(page.getByText('Everyone has signed').nth(0)).toBeVisible();
+
+    await apiSignout({ page });
+  }
+});
+
+test('[DOCUMENTS]: deleting a pending document should remove it from recipients', async ({
+  page,
+}) => {
+  const { sender, pendingDocument } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Open document action menu.
+  await page.locator('tr', { hasText: 'Document 1 - Pending' }).getByRole('button').nth(1).click();
+
+  // delete document
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
+
+  // signout
+  await apiSignout({ page });
+
+  for (const recipient of pendingDocument.Recipient) {
+    await apiSignin({
+      page,
+      email: recipient.email,
+    });
+
+    await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).not.toBeVisible();
+    await apiSignout({ page });
+  }
+});
+
+test('[DOCUMENTS]: deleting draft documents should permanently remove it', async ({ page }) => {
+  const { sender } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Draft' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // delete document
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await expect(page.getByPlaceholder("Type 'delete' to confirm")).not.toBeVisible();
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
+
+  // Check document counts.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 1);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 2);
+});
+
+test('[DOCUMENTS]: deleting pending documents should permanently remove it', async ({ page }) => {
+  const { sender } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Pending' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
+
+  // Check document counts.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 1);
+  await checkDocumentTabCount(page, 'All', 2);
+});
+
+test('[DOCUMENTS]: deleting completed documents as an owner should hide it from only the owner', async ({
+  page,
+}) => {
+  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Completed' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  // Check document counts.
+  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 1);
+  await checkDocumentTabCount(page, 'Completed', 0);
+  await checkDocumentTabCount(page, 'Draft', 1);
+  await checkDocumentTabCount(page, 'All', 2);
+
+  // Sign into the recipient account.
+  await apiSignout({ page });
+  await apiSignin({
+    page,
+    email: recipients[0].email,
+  });
+
+  // Check document counts.
+  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).toBeVisible();
+  await checkDocumentTabCount(page, 'Inbox', 1);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 2);
+});
+
+test('[DOCUMENTS]: deleting documents as a recipient should only hide it for them', async ({
+  page,
+}) => {
+  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
+  const recipientA = recipients[0];
+  const recipientB = recipients[1];
+
+  await apiSignin({
+    page,
+    email: recipientA.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Completed' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Hide' }).click();
+  await page.getByRole('button', { name: 'Hide' }).click();
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Pending' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Hide' }).click();
+  await page.getByRole('button', { name: 'Hide' }).click();
+
+  // Check document counts.
+  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
+  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 0);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 0);
+
+  // Sign into the sender account.
+  await apiSignout({ page });
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Check document counts for sender.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 1);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 1);
+  await checkDocumentTabCount(page, 'All', 3);
+
+  // Sign into the other recipient account.
+  await apiSignout({ page });
+  await apiSignin({
+    page,
+    email: recipientB.email,
+  });
+
+  // Check document counts for other recipient.
+  await checkDocumentTabCount(page, 'Inbox', 1);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 2);
+});

packages/app-tests/e2e/fixtures/authentication.ts

@@ -1,8 +1,8 @@
-import type { Page } from '@playwright/test';
+import { type Page } from '@playwright/test';
 
 import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 
-type ManualLoginOptions = {
+type LoginOptions = {
   page: Page;
   email?: string;
   password?: string;
@@ -13,29 +13,54 @@ type ManualLoginOptions = {
   redirectPath?: string;
 };
 
-export const manualLogin = async ({
+export const apiSignin = async ({
   page,
   email = 'example@documenso.com',
   password = 'password',
-  redirectPath,
-}: ManualLoginOptions) => {
+  redirectPath = '/documents',
+}: LoginOptions) => {
+  const { request } = page.context();
+
+  const csrfToken = await getCsrfToken(page);
+
+  await request.post(`${WEBAPP_BASE_URL}/api/auth/callback/credentials`, {
+    form: {
+      email,
+      password,
+      json: true,
+      csrfToken,
+    },
+  });
+
+  await page.goto(`${WEBAPP_BASE_URL}${redirectPath}`);
+};
+
+export const apiSignout = async ({ page }: { page: Page }) => {
+  const { request } = page.context();
+
+  const csrfToken = await getCsrfToken(page);
+
+  await request.post(`${WEBAPP_BASE_URL}/api/auth/signout`, {
+    form: {
+      csrfToken,
+      json: true,
+    },
+  });
+
   await page.goto(`${WEBAPP_BASE_URL}/signin`);
+};
 
-  await page.getByLabel('Email').click();
-  await page.getByLabel('Email').fill(email);
+const getCsrfToken = async (page: Page) => {
+  const { request } = page.context();
 
-  await page.getByLabel('Password', { exact: true }).fill(password);
-  await page.getByLabel('Password', { exact: true }).press('Enter');
+  const response = await request.fetch(`${WEBAPP_BASE_URL}/api/auth/csrf`, {
+    method: 'get',
+  });
 
-  if (redirectPath) {
-    await page.waitForURL(`${WEBAPP_BASE_URL}/documents`);
-    await page.goto(`${WEBAPP_BASE_URL}${redirectPath}`);
+  const { csrfToken } = await response.json();
+  if (!csrfToken) {
+    throw new Error('Invalid session');
   }
-};
 
-export const manualSignout = async ({ page }: ManualLoginOptions) => {
-  await page.waitForTimeout(1000);
-  await page.getByTestId('menu-switcher').click();
-  await page.getByRole('menuitem', { name: 'Sign Out' }).click();
-  await page.waitForURL(`${WEBAPP_BASE_URL}/signin`);
+  return csrfToken;
 };

packages/app-tests/e2e/fixtures/documents.ts

@@ -0,0 +1,17 @@
+import type { Page } from '@playwright/test';
+import { expect } from '@playwright/test';
+
+export const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
+  await page.getByRole('tab', { name: tabName }).click();
+
+  if (tabName !== 'All') {
+    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
+  }
+
+  if (count === 0) {
+    await expect(page.getByTestId('empty-document-state')).toBeVisible();
+    return;
+  }
+
+  await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
+};

packages/app-tests/e2e/pr-711-deletion-of-documents.spec.ts

@@ -1,159 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { TEST_USERS } from '@documenso/prisma/seed/pr-711-deletion-of-documents';
-
-import { manualLogin, manualSignout } from './fixtures/authentication';
-
-test.describe.configure({ mode: 'serial' });
-
-test('[PR-711]: seeded documents should be visible', async ({ page }) => {
-  const [sender, ...recipients] = TEST_USERS;
-
-  await page.goto('/signin');
-
-  await page.getByLabel('Email').fill(sender.email);
-  await page.getByLabel('Password', { exact: true }).fill(sender.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  await page.waitForURL('/documents');
-
-  await expect(page.getByRole('link', { name: 'Document 1 - Completed' })).toBeVisible();
-  await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
-  await expect(page.getByRole('link', { name: 'Document 1 - Draft' })).toBeVisible();
-
-  await manualSignout({ page });
-
-  for (const recipient of recipients) {
-    await page.waitForURL('/signin');
-    await manualLogin({ page, email: recipient.email, password: recipient.password });
-
-    await page.waitForURL('/documents');
-
-    await expect(page.getByRole('link', { name: 'Document 1 - Completed' })).toBeVisible();
-    await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).toBeVisible();
-
-    await expect(page.getByRole('link', { name: 'Document 1 - Draft' })).not.toBeVisible();
-
-    await manualSignout({ page });
-  }
-});
-
-test('[PR-711]: deleting a completed document should not remove it from recipients', async ({
-  page,
-}) => {
-  const [sender, ...recipients] = TEST_USERS;
-
-  await page.goto('/signin');
-
-  // sign in
-  await page.getByLabel('Email').fill(sender.email);
-  await page.getByLabel('Password', { exact: true }).fill(sender.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  await page.waitForURL('/documents');
-
-  // open actions menu
-  await page
-    .locator('tr', { hasText: 'Document 1 - Completed' })
-    .getByRole('cell', { name: 'Download' })
-    .getByRole('button')
-    .nth(1)
-    .click();
-
-  // delete document
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
-
-  await manualSignout({ page });
-
-  for (const recipient of recipients) {
-    await page.waitForURL('/signin');
-    await page.goto('/signin');
-
-    // sign in
-    await page.getByLabel('Email').fill(recipient.email);
-    await page.getByLabel('Password', { exact: true }).fill(recipient.password);
-    await page.getByRole('button', { name: 'Sign In' }).click();
-
-    await page.waitForURL('/documents');
-
-    await expect(page.getByRole('link', { name: 'Document 1 - Completed' })).toBeVisible();
-
-    await page.goto(`/sign/completed-token-${recipients.indexOf(recipient)}`);
-    await expect(page.getByText('Everyone has signed').nth(0)).toBeVisible();
-
-    await page.goto('/documents');
-    await manualSignout({ page });
-  }
-});
-
-test('[PR-711]: deleting a pending document should remove it from recipients', async ({ page }) => {
-  const [sender, ...recipients] = TEST_USERS;
-
-  for (const recipient of recipients) {
-    await page.goto(`/sign/pending-token-${recipients.indexOf(recipient)}`);
-
-    await expect(page.getByText('Waiting for others to sign').nth(0)).toBeVisible();
-  }
-
-  await page.goto('/signin');
-
-  await manualLogin({ page, email: sender.email, password: sender.password });
-  await page.waitForURL('/documents');
-
-  // open actions menu
-  await page.locator('tr', { hasText: 'Document 1 - Pending' }).getByRole('button').nth(1).click();
-
-  // delete document
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
-
-  // signout
-  await manualSignout({ page });
-
-  for (const recipient of recipients) {
-    await page.waitForURL('/signin');
-
-    await manualLogin({ page, email: recipient.email, password: recipient.password });
-    await page.waitForURL('/documents');
-
-    await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).not.toBeVisible();
-
-    await page.goto(`/sign/pending-token-${recipients.indexOf(recipient)}`);
-    await expect(page.getByText(/document.*cancelled/i).nth(0)).toBeVisible();
-
-    await page.goto('/documents');
-    await page.waitForURL('/documents');
-
-    await manualSignout({ page });
-  }
-});
-
-test('[PR-711]: deleting a draft document should remove it without additional prompting', async ({
-  page,
-}) => {
-  const [sender] = TEST_USERS;
-
-  await manualLogin({ page, email: sender.email, password: sender.password });
-  await page.waitForURL('/documents');
-
-  // open actions menu
-  await page
-    .locator('tr', { hasText: 'Document 1 - Draft' })
-    .getByRole('cell', { name: 'Edit' })
-    .getByRole('button')
-    .click();
-
-  // delete document
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await expect(page.getByPlaceholder("Type 'delete' to confirm")).not.toBeVisible();
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
-});

packages/app-tests/e2e/pr-713-add-document-search-to-command-menu.spec.ts

@@ -1,54 +0,0 @@
-import { expect, test } from '@playwright/test';
-
-import { TEST_USERS } from '@documenso/prisma/seed/pr-713-add-document-search-to-command-menu';
-
-test('[PR-713]: should see sent documents', async ({ page }) => {
-  const [user] = TEST_USERS;
-
-  await page.goto('/signin');
-
-  await page.getByLabel('Email').fill(user.email);
-  await page.getByLabel('Password', { exact: true }).fill(user.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  await page.waitForURL('/documents');
-
-  await page.keyboard.press('Meta+K');
-
-  await page.getByPlaceholder('Type a command or search...').first().fill('sent');
-  await expect(page.getByRole('option', { name: '[713] Document - Sent' })).toBeVisible();
-});
-
-test('[PR-713]: should see received documents', async ({ page }) => {
-  const [user] = TEST_USERS;
-
-  await page.goto('/signin');
-
-  await page.getByLabel('Email').fill(user.email);
-  await page.getByLabel('Password', { exact: true }).fill(user.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  await page.waitForURL('/documents');
-
-  await page.keyboard.press('Meta+K');
-
-  await page.getByPlaceholder('Type a command or search...').first().fill('received');
-  await expect(page.getByRole('option', { name: '[713] Document - Received' })).toBeVisible();
-});
-
-test('[PR-713]: should be able to search by recipient', async ({ page }) => {
-  const [user, recipient] = TEST_USERS;
-
-  await page.goto('/signin');
-
-  await page.getByLabel('Email').fill(user.email);
-  await page.getByLabel('Password', { exact: true }).fill(user.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  await page.waitForURL('/documents');
-
-  await page.keyboard.press('Meta+K');
-
-  await page.getByPlaceholder('Type a command or search...').first().fill(recipient.email);
-  await expect(page.getByRole('option', { name: '[713] Document - Sent' })).toBeVisible();
-});

packages/app-tests/e2e/pr-718-add-stepper-component.spec.ts

@@ -1,75 +0,0 @@
-import { expect, test } from '@playwright/test';
-import path from 'node:path';
-
-import { TEST_USER } from '@documenso/prisma/seed/pr-718-add-stepper-component';
-
-test(`[PR-718]: should be able to create a document`, async ({ page }) => {
-  await page.goto('/signin');
-
-  const documentTitle = `example-${Date.now()}.pdf`;
-
-  // Sign in
-  await page.getByLabel('Email').fill(TEST_USER.email);
-  await page.getByLabel('Password', { exact: true }).fill(TEST_USER.password);
-  await page.getByRole('button', { name: 'Sign In' }).click();
-
-  // Upload document
-  const [fileChooser] = await Promise.all([
-    page.waitForEvent('filechooser'),
-    page.locator('input[type=file]').evaluate((e) => {
-      if (e instanceof HTMLInputElement) {
-        e.click();
-      }
-    }),
-  ]);
-
-  await fileChooser.setFiles(path.join(__dirname, '../../../assets/example.pdf'));
-
-  // Wait to be redirected to the edit page
-  await page.waitForURL(/\/documents\/\d+/);
-
-  // Set title
-  await expect(page.getByRole('heading', { name: 'Add Title' })).toBeVisible();
-
-  await page.getByLabel('Title').fill(documentTitle);
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add signers
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  await page.getByLabel('Email*').fill('user1@example.com');
-  await page.getByLabel('Name').fill('User 1');
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add fields
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'User 1 Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Email Email' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 200,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
-  await page.getByRole('button', { name: 'Send' }).click();
-
-  await page.waitForURL('/documents');
-
-  // Assert document was created
-  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
-});

packages/app-tests/e2e/teams/manage-team.spec.ts

@@ -4,14 +4,19 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
 test('[TEAMS]: create team', async ({ page }) => {
   const user = await seedUser();
 
-  await manualLogin({
+  test.skip(
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true',
+    'Test skipped because billing is enabled.',
+  );
+
+  await apiSignin({
     page,
     email: user.email,
     redirectPath: '/settings/teams',
@@ -26,9 +31,6 @@ test('[TEAMS]: create team', async ({ page }) => {
 
   await page.getByTestId('dialog-create-team-button').waitFor({ state: 'hidden' });
 
-  const isCheckoutRequired = page.url().includes('pending');
-  test.skip(isCheckoutRequired, 'Test skipped because billing is enabled.');
-
   // Goto new team settings page.
   await page.getByRole('row').filter({ hasText: teamId }).getByRole('link').nth(1).click();
 
@@ -38,7 +40,7 @@ test('[TEAMS]: create team', async ({ page }) => {
 test('[TEAMS]: delete team', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     redirectPath: `/t/${team.url}/settings`,
@@ -56,7 +58,7 @@ test('[TEAMS]: delete team', async ({ page }) => {
 test('[TEAMS]: update team', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
   });

packages/app-tests/e2e/teams/team-documents.spec.ts

@@ -1,4 +1,3 @@
-import type { Page } from '@playwright/test';
 import { expect, test } from '@playwright/test';
 
 import { DocumentStatus } from '@documenso/prisma/client';
@@ -6,31 +5,17 @@ import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documen
 import { seedTeamEmail, unseedTeam, unseedTeamEmail } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin, manualSignout } from '../fixtures/authentication';
+import { apiSignin, apiSignout } from '../fixtures/authentication';
+import { checkDocumentTabCount } from '../fixtures/documents';
 
 test.describe.configure({ mode: 'parallel' });
 
-const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
-  await page.getByRole('tab', { name: tabName }).click();
-
-  if (tabName !== 'All') {
-    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
-  }
-
-  if (count === 0) {
-    await expect(page.getByRole('main')).toContainText(`Nothing to do`);
-    return;
-  }
-
-  await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
-};
-
 test('[TEAMS]: check team documents count', async ({ page }) => {
   const { team, teamMember2 } = await seedTeamDocuments();
 
   // Run the test twice, once with the team owner and once with a team member to ensure the counts are the same.
   for (const user of [team.owner, teamMember2]) {
-    await manualLogin({
+    await apiSignin({
       page,
       email: user.email,
       redirectPath: `/t/${team.url}/documents`,
@@ -55,7 +40,7 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
     await checkDocumentTabCount(page, 'Draft', 1);
     await checkDocumentTabCount(page, 'All', 3);
 
-    await manualSignout({ page });
+    await apiSignout({ page });
   }
 
   await unseedTeam(team.url);
@@ -126,7 +111,7 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
 
   // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
   for (const user of [team.owner, teamEmailMember]) {
-    await manualLogin({
+    await apiSignin({
       page,
       email: user.email,
       redirectPath: `/t/${team.url}/documents`,
@@ -151,7 +136,7 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
     await checkDocumentTabCount(page, 'Draft', 1);
     await checkDocumentTabCount(page, 'All', 3);
 
-    await manualSignout({ page });
+    await apiSignout({ page });
   }
 
   await unseedTeamEmail({ teamId: team.id });
@@ -216,7 +201,7 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
     },
   ]);
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamMember2.email,
     redirectPath: `/t/${team.url}/documents`,
@@ -245,28 +230,10 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
   await unseedTeam(team.url);
 });
 
-test('[TEAMS]: delete pending team document', async ({ page }) => {
-  const { team, teamMember2: currentUser } = await seedTeamDocuments();
-
-  await manualLogin({
-    page,
-    email: currentUser.email,
-    redirectPath: `/t/${team.url}/documents?status=PENDING`,
-  });
-
-  await page.getByRole('row').getByRole('button').nth(1).click();
-
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await checkDocumentTabCount(page, 'Pending', 1);
-});
-
 test('[TEAMS]: resend pending team document', async ({ page }) => {
   const { team, teamMember2: currentUser } = await seedTeamDocuments();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: currentUser.email,
     redirectPath: `/t/${team.url}/documents?status=PENDING`,
@@ -280,3 +247,125 @@ test('[TEAMS]: resend pending team document', async ({ page }) => {
 
   await expect(page.getByRole('status')).toContainText('Document re-sent');
 });
+
+test('[TEAMS]: delete draft team document', async ({ page }) => {
+  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: teamMember3.email,
+    redirectPath: `/t/${team.url}/documents?status=DRAFT`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(1).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Draft', 1);
+
+  // Should be hidden for all team members.
+  await apiSignout({ page });
+
+  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
+  for (const user of [team.owner, teamEmailMember]) {
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Completed', 1);
+    await checkDocumentTabCount(page, 'Draft', 1);
+    await checkDocumentTabCount(page, 'All', 4);
+
+    await apiSignout({ page });
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: delete pending team document', async ({ page }) => {
+  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: teamMember3.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(1).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Pending', 1);
+
+  // Should be hidden for all team members.
+  await apiSignout({ page });
+
+  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
+  for (const user of [team.owner, teamEmailMember]) {
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 1);
+    await checkDocumentTabCount(page, 'Completed', 1);
+    await checkDocumentTabCount(page, 'Draft', 2);
+    await checkDocumentTabCount(page, 'All', 4);
+
+    await apiSignout({ page });
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: delete completed team document', async ({ page }) => {
+  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: teamMember3.email,
+    redirectPath: `/t/${team.url}/documents?status=COMPLETED`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(2).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Completed', 0);
+
+  // Should be hidden for all team members.
+  await apiSignout({ page });
+
+  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
+  for (const user of [team.owner, teamEmailMember]) {
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Completed', 0);
+    await checkDocumentTabCount(page, 'Draft', 2);
+    await checkDocumentTabCount(page, 'All', 4);
+
+    await apiSignout({ page });
+  }
+
+  await unseedTeam(team.url);
+});

packages/app-tests/e2e/teams/team-email.spec.ts

@@ -4,14 +4,14 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamEmailVerification, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
 test('[TEAMS]: send team email request', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',
@@ -57,7 +57,7 @@ test('[TEAMS]: delete team email', async ({ page }) => {
     createTeamEmail: true,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     redirectPath: `/t/${team.url}/settings`,
@@ -86,7 +86,7 @@ test('[TEAMS]: team email owner removes access', async ({ page }) => {
     email: team.teamEmail.email,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamEmailOwner.email,
     redirectPath: `/settings/teams`,

packages/app-tests/e2e/teams/team-members.spec.ts

@@ -4,7 +4,7 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamInvite, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -13,7 +13,7 @@ test('[TEAMS]: update team member role', async ({ page }) => {
     createTeamMembers: 1,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',
@@ -75,7 +75,7 @@ test('[TEAMS]: member can leave team', async ({ page }) => {
 
   const teamMember = team.members[1];
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamMember.user.email,
     password: 'password',
@@ -97,7 +97,7 @@ test('[TEAMS]: owner cannot leave team', async ({ page }) => {
     createTeamMembers: 1,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',

packages/app-tests/e2e/teams/transfer-team.spec.ts

@@ -3,7 +3,7 @@ import { expect, test } from '@playwright/test';
 import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamTransfer, unseedTeam } from '@documenso/prisma/seed/teams';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -14,7 +14,7 @@ test('[TEAMS]: initiate and cancel team transfer', async ({ page }) => {
 
   const teamMember = team.members[1];
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',

packages/app-tests/e2e/templates-flow/template-settings-step.spec.ts

@@ -0,0 +1,167 @@
+import { expect, test } from '@playwright/test';
+
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[TEMPLATE_FLOW] add action auth settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/templates/${template.id}`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+    // Return to the settings step to check that the results are saved correctly.
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    await unseedUser(user.id);
+  });
+
+  test('[TEMPLATE_FLOW] enterprise team member can add action auth settings', async ({ page }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const owner = team.owner;
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(owner, {
+      createTemplateOptions: {
+        teamId: team.id,
+      },
+    });
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/t/${team.url}/templates/${template.id}`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+    // Advanced settings should be visible.
+    await expect(page.getByLabel('Show advanced settings')).toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+
+  test('[TEMPLATE_FLOW] enterprise team member should not have access to enterprise on personal account', async ({
+    page,
+  }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(teamMemberUser);
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/templates/${template.id}`,
+    });
+
+    // Global action auth should not be visible.
+    await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+    // Next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+    // Advanced settings should not be visible.
+    await expect(page.getByLabel('Show advanced settings')).not.toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+});
+
+test('[TEMPLATE_FLOW]: add settings', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}`,
+  });
+
+  // Set title.
+  await page.getByLabel('Title').fill('New Title');
+
+  // Set access auth.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Action auth should NOT be visible.
+  await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+  // Return to the settings step to check that the results are saved correctly.
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await expect(page.getByLabel('Title')).toHaveValue('New Title');
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  await unseedUser(user.id);
+});

packages/app-tests/e2e/templates-flow/template-signers-step.spec.ts

@@ -0,0 +1,106 @@
+import { expect, test } from '@playwright/test';
+
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[TEMPLATE_FLOW] add EE settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/templates/${template.id}`,
+    });
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+    // Add 2 signers.
+    await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+    await page.getByPlaceholder('Name').fill('Recipient 1');
+    await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+    await page
+      .getByRole('textbox', { name: 'Email', exact: true })
+      .fill('recipient2@documenso.com');
+    await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+    // Display advanced settings.
+    await page.getByLabel('Show advanced settings').check();
+
+    // Navigate to the next step and back.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+    // Expect that the advanced settings is unchecked, since no advanced settings were applied.
+    await expect(page.getByLabel('Show advanced settings')).toBeChecked({ checked: false });
+
+    // Add advanced settings for a single recipient.
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+
+    // Navigate to the next step and back.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+    // Expect that the advanced settings is visible, and the checkbox is hidden. Since advanced
+    // settings were applied.
+    await expect(page.getByLabel('Show advanced settings')).toBeHidden();
+
+    await unseedUser(user.id);
+  });
+});
+
+test('[TEMPLATE_FLOW]: add placeholder', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}`,
+  });
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+  // Advanced settings should not be visible for non EE users.
+  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
+
+  await unseedUser(user.id);
+});

packages/app-tests/e2e/templates/create-document-from-template.spec.ts

@@ -0,0 +1,285 @@
+import { expect, test } from '@playwright/test';
+
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedTeam } from '@documenso/prisma/seed/teams';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+/**
+ * 1. Create a template with all settings filled out
+ * 2. Create a document from the template
+ * 3. Ensure all values are correct
+ *
+ * Note: There is a direct copy paste of this test below for teams.
+ *
+ * If you update this test please update that test as well.
+ */
+test('[TEMPLATE]: should create a document from a template', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  const isBillingEnabled =
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
+
+  await seedUserSubscription({
+    userId: user.id,
+    priceId: enterprisePriceId,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}`,
+  });
+
+  // Set template title.
+  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
+
+  // Set template document access.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set EE action auth.
+  if (isBillingEnabled) {
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+  }
+
+  // Set email options.
+  await page.getByRole('button', { name: 'Email Options' }).click();
+  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
+  await page.getByLabel('Message (Optional)').fill('MESSAGE');
+
+  // Set advanced options.
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
+  await page.getByLabel('DD/MM/YYYY').click();
+
+  await page.locator('.time-zone-field').click();
+  await page.getByRole('option', { name: 'Etc/UTC' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+  // Apply require passkey for Recipient 1.
+  if (isBillingEnabled) {
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+  }
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Save template' }).click();
+
+  // Use template
+  await page.waitForURL('/templates');
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.getByRole('button', { name: 'Create as draft' }).click();
+
+  // Review that the document was created with the correct values.
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+    },
+    include: {
+      Recipient: true,
+      documentMeta: true,
+    },
+  });
+
+  const documentAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  expect(document.title).toEqual('TEMPLATE_TITLE');
+  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
+  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
+    isBillingEnabled ? 'PASSKEY' : null,
+  );
+  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
+  expect(document.documentMeta?.message).toEqual('MESSAGE');
+  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
+  expect(document.documentMeta?.subject).toEqual('SUBJECT');
+  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
+
+  const recipientOne = document.Recipient[0];
+  const recipientTwo = document.Recipient[1];
+
+  const recipientOneAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientOne.authOptions,
+  });
+
+  const recipientTwoAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientTwo.authOptions,
+  });
+
+  if (isBillingEnabled) {
+    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
+  }
+
+  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+});
+
+/**
+ * This is a direct copy paste of the above test but for teams.
+ */
+test('[TEMPLATE]: should create a team document from a team template', async ({ page }) => {
+  const { owner, ...team } = await seedTeam({
+    createTeamMembers: 2,
+  });
+
+  const template = await seedBlankTemplate(owner, {
+    createTemplateOptions: {
+      teamId: team.id,
+    },
+  });
+
+  const isBillingEnabled =
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
+
+  await seedUserSubscription({
+    userId: owner.id,
+    priceId: enterprisePriceId,
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+    redirectPath: `/t/${team.url}/templates/${template.id}`,
+  });
+
+  // Set template title.
+  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
+
+  // Set template document access.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set EE action auth.
+  if (isBillingEnabled) {
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+  }
+
+  // Set email options.
+  await page.getByRole('button', { name: 'Email Options' }).click();
+  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
+  await page.getByLabel('Message (Optional)').fill('MESSAGE');
+
+  // Set advanced options.
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
+  await page.getByLabel('DD/MM/YYYY').click();
+
+  await page.locator('.time-zone-field').click();
+  await page.getByRole('option', { name: 'Etc/UTC' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+  // Apply require passkey for Recipient 1.
+  if (isBillingEnabled) {
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+  }
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Save template' }).click();
+
+  // Use template
+  await page.waitForURL(`/t/${team.url}/templates`);
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.getByRole('button', { name: 'Create as draft' }).click();
+
+  // Review that the document was created with the correct values.
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+    },
+    include: {
+      Recipient: true,
+      documentMeta: true,
+    },
+  });
+
+  expect(document.teamId).toEqual(team.id);
+
+  const documentAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  expect(document.title).toEqual('TEMPLATE_TITLE');
+  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
+  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
+    isBillingEnabled ? 'PASSKEY' : null,
+  );
+  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
+  expect(document.documentMeta?.message).toEqual('MESSAGE');
+  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
+  expect(document.documentMeta?.subject).toEqual('SUBJECT');
+  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
+
+  const recipientOne = document.Recipient[0];
+  const recipientTwo = document.Recipient[1];
+
+  const recipientOneAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientOne.authOptions,
+  });
+
+  const recipientTwoAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientTwo.authOptions,
+  });
+
+  if (isBillingEnabled) {
+    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
+  }
+
+  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+});

packages/app-tests/e2e/templates/manage-templates.spec.ts

@@ -4,7 +4,7 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedTemplate } from '@documenso/prisma/seed/templates';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -36,7 +36,7 @@ test('[TEMPLATES]: view templates', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -81,7 +81,7 @@ test('[TEMPLATES]: delete template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -108,7 +108,7 @@ test('[TEMPLATES]: delete template', async ({ page }) => {
     await page.getByRole('button', { name: 'Delete' }).click();
     await expect(page.getByText('Template deleted').first()).toBeVisible();
 
-    await page.waitForTimeout(1000);
+    await page.reload();
   }
 
   await unseedTeam(team.url);
@@ -135,7 +135,7 @@ test('[TEMPLATES]: duplicate template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -181,7 +181,7 @@ test('[TEMPLATES]: use template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -189,7 +189,14 @@ test('[TEMPLATES]: use template', async ({ page }) => {
 
   // Use personal template.
   await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create Document' }).click();
+
+  // Enter template values.
+  await page.getByPlaceholder('recipient.1@documenso.com').click();
+  await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
+  await page.getByPlaceholder('Recipient 1').click();
+  await page.getByPlaceholder('Recipient 1').fill('name');
+
+  await page.getByRole('button', { name: 'Create as draft' }).click();
   await page.waitForURL(/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL('/documents');
@@ -200,7 +207,14 @@ test('[TEMPLATES]: use template', async ({ page }) => {
 
   // Use team template.
   await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create Document' }).click();
+
+  // Enter template values.
+  await page.getByPlaceholder('recipient.1@documenso.com').click();
+  await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
+  await page.getByPlaceholder('Recipient 1').click();
+  await page.getByPlaceholder('Recipient 1').fill('name');
+
+  await page.getByRole('button', { name: 'Create as draft' }).click();
   await page.waitForURL(/\/t\/.+\/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL(`/t/${team.url}/documents`);

packages/app-tests/e2e/user/auth-flow.spec.ts

@@ -2,6 +2,7 @@ import { type Page, expect, test } from '@playwright/test';
 
 import {
   extractUserVerificationToken,
+  seedTestEmail,
   seedUser,
   unseedUser,
   unseedUserByEmail,
@@ -9,9 +10,9 @@ import {
 
 test.use({ storageState: { cookies: [], origins: [] } });
 
-test('user can sign up with email and password', async ({ page }: { page: Page }) => {
+test('[USER] can sign up with email and password', async ({ page }: { page: Page }) => {
   const username = 'Test User';
-  const email = `test-user-${Date.now()}@auth-flow.documenso.com`;
+  const email = seedTestEmail();
   const password = 'Password123#';
 
   await page.goto('/signup');
@@ -30,7 +31,7 @@ test('user can sign up with email and password', async ({ page }: { page: Page }
   }
 
   await page.getByRole('button', { name: 'Next', exact: true }).click();
-  await page.getByLabel('Public profile username').fill('username-123');
+  await page.getByLabel('Public profile username').fill(Date.now().toString());
 
   await page.getByRole('button', { name: 'Complete', exact: true }).click();
 
@@ -50,7 +51,7 @@ test('user can sign up with email and password', async ({ page }: { page: Page }
   await unseedUserByEmail(email);
 });
 
-test('user can login with user and password', async ({ page }: { page: Page }) => {
+test('[USER] can sign in using email and password', async ({ page }: { page: Page }) => {
   const user = await seedUser();
 
   await page.goto('/signin');

packages/app-tests/e2e/user/delete-account.spec.ts

@@ -4,19 +4,16 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from './fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
-test('delete user', async ({ page }) => {
+test('[USER] delete account', async ({ page }) => {
   const user = await seedUser();
 
-  await manualLogin({
-    page,
-    email: user.email,
-    redirectPath: '/settings',
-  });
+  await apiSignin({ page, email: user.email, redirectPath: '/settings' });
 
   await page.getByRole('button', { name: 'Delete Account' }).click();
   await page.getByLabel('Confirm Email').fill(user.email);
+
   await expect(page.getByRole('button', { name: 'Confirm Deletion' })).not.toBeDisabled();
   await page.getByRole('button', { name: 'Confirm Deletion' }).click();
 

packages/app-tests/e2e/user/update-name.spec.ts

@@ -0,0 +1,33 @@
+import { expect, test } from '@playwright/test';
+
+import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test('[USER] update full name', async ({ page }) => {
+  const user = await seedUser();
+
+  await apiSignin({ page, email: user.email, redirectPath: '/settings/profile' });
+
+  await page.getByLabel('Full Name').fill('John Doe');
+
+  const canvas = page.locator('canvas');
+  const box = await canvas.boundingBox();
+
+  if (box) {
+    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+    await page.mouse.down();
+    await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+    await page.mouse.up();
+  }
+
+  await page.getByRole('button', { name: 'Update profile' }).click();
+
+  // wait for it to finish
+  await expect(page.getByText('Profile updated', { exact: true })).toBeVisible();
+
+  await page.waitForURL('/settings/profile');
+
+  expect((await getUserByEmail({ email: user.email })).name).toEqual('John Doe');
+});

packages/app-tests/package.json

@@ -6,6 +6,7 @@
   "main": "index.js",
   "scripts": {
     "test:dev": "playwright test",
+    "test-ui:dev": "playwright test --ui",
     "test:e2e": "start-server-and-test \"npm run start -w @documenso/web\" http://localhost:3000 \"playwright test\""
   },
   "keywords": [],

packages/app-tests/playwright.config.ts

@@ -1,10 +1,14 @@
 import { defineConfig, devices } from '@playwright/test';
+import dotenv from 'dotenv';
+import path from 'path';
 
-/**
- * Read environment variables from file.
- * https://github.com/motdotla/dotenv
- */
-// require('dotenv').config();
+const ENV_FILES = ['.env', '.env.local', `.env.${process.env.NODE_ENV || 'development'}`];
+
+ENV_FILES.forEach((file) => {
+  dotenv.config({
+    path: path.join(__dirname, `../../${file}`),
+  });
+});
 
 /**
  * See https://playwright.dev/docs/test-configuration.
@@ -13,12 +17,11 @@ export default defineConfig({
   testDir: './e2e',
   /* Run tests in files in parallel */
   fullyParallel: true,
+  workers: '50%',
   /* Fail the build on CI if you accidentally left test.only in the source code. */
   forbidOnly: !!process.env.CI,
   /* Retry on CI only */
-  retries: process.env.CI ? 2 : 0,
-  /* Opt out of parallel tests on CI. */
-  workers: process.env.CI ? 1 : undefined,
+  retries: process.env.CI ? 2 : 1,
   /* Reporter to use. See https://playwright.dev/docs/test-reporters */
   reporter: 'html',
   /* Shared settings for all the projects below. See https://playwright.dev/docs/api/class-testoptions. */

packages/ee/server-only/stripe/webhook/on-early-adopters-checkout.ts

@@ -5,7 +5,7 @@ import { sealDocument } from '@documenso/lib/server-only/document/seal-document'
 import { redis } from '@documenso/lib/server-only/redis';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { alphaid, nanoid } from '@documenso/lib/universal/id';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentStatus,
@@ -74,7 +74,7 @@ export const onEarlyAdoptersCheckout = async ({ session }: OnEarlyAdoptersChecko
       new URL('@documenso/assets/documenso-supporter-pledge.pdf', import.meta.url),
     ).then(async (res) => res.arrayBuffer());
 
-    const { id: documentDataId } = await putFile({
+    const { id: documentDataId } = await putPdfFile({
       name: 'Documenso Supporter Pledge.pdf',
       type: 'application/pdf',
       arrayBuffer: async () => Promise.resolve(documentBuffer),

packages/ee/server-only/util/is-document-enterprise.ts

@@ -0,0 +1,56 @@
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { subscriptionsContainActiveEnterprisePlan } from '@documenso/lib/utils/billing';
+import { prisma } from '@documenso/prisma';
+import type { Subscription } from '@documenso/prisma/client';
+
+export type IsUserEnterpriseOptions = {
+  userId: number;
+  teamId?: number;
+};
+
+/**
+ * Whether the user is enterprise, or has permission to use enterprise features on
+ * behalf of their team.
+ *
+ * It is assumed that the provided user is part of the provided team.
+ */
+export const isUserEnterprise = async ({
+  userId,
+  teamId,
+}: IsUserEnterpriseOptions): Promise<boolean> => {
+  let subscriptions: Subscription[] = [];
+
+  if (!IS_BILLING_ENABLED()) {
+    return false;
+  }
+
+  if (teamId) {
+    subscriptions = await prisma.team
+      .findFirstOrThrow({
+        where: {
+          id: teamId,
+        },
+        select: {
+          owner: {
+            include: {
+              Subscription: true,
+            },
+          },
+        },
+      })
+      .then((team) => team.owner.Subscription);
+  } else {
+    subscriptions = await prisma.user
+      .findFirstOrThrow({
+        where: {
+          id: userId,
+        },
+        select: {
+          Subscription: true,
+        },
+      })
+      .then((user) => user.Subscription);
+  }
+
+  return subscriptionsContainActiveEnterprisePlan(subscriptions);
+};

packages/email/template-components/template-document-cancel.tsx

@@ -23,6 +23,10 @@ export const TemplateDocumentCancel = ({
           <br />"{documentName}"
         </Text>
 
+        <Text className="my-1 text-center text-base text-slate-400">
+          All signatures have been voided.
+        </Text>
+
         <Text className="my-1 text-center text-base text-slate-400">
           You don't need to sign it anymore.
         </Text>

packages/email/template-components/template-document-invite.tsx

@@ -11,6 +11,7 @@ export interface TemplateDocumentInviteProps {
   signDocumentLink: string;
   assetBaseUrl: string;
   role: RecipientRole;
+  selfSigner: boolean;
 }
 
 export const TemplateDocumentInvite = ({
@@ -19,6 +20,7 @@ export const TemplateDocumentInvite = ({
   signDocumentLink,
   assetBaseUrl,
   role,
+  selfSigner,
 }: TemplateDocumentInviteProps) => {
   const { actionVerb, progressiveVerb } = RECIPIENT_ROLES_DESCRIPTION[role];
 
@@ -28,8 +30,19 @@ export const TemplateDocumentInvite = ({
 
       <Section>
         <Text className="text-primary mx-auto mb-0 max-w-[80%] text-center text-lg font-semibold">
-          {inviterName} has invited you to {actionVerb.toLowerCase()}
-          <br />"{documentName}"
+          {selfSigner ? (
+            <>
+              {`Please ${actionVerb.toLowerCase()} your document`}
+              <br />
+              {`"${documentName}"`}
+            </>
+          ) : (
+            <>
+              {`${inviterName} has invited you to ${actionVerb.toLowerCase()}`}
+              <br />
+              {`"${documentName}"`}
+            </>
+          )}
         </Text>
 
         <Text className="my-1 text-center text-base text-slate-400">

packages/email/template-components/template-document-super-delete.tsx

@@ -0,0 +1,45 @@
+import { Section, Text } from '../components';
+import { TemplateDocumentImage } from './template-document-image';
+
+export interface TemplateDocumentDeleteProps {
+  reason: string;
+  documentName: string;
+  assetBaseUrl: string;
+}
+
+export const TemplateDocumentDelete = ({
+  reason,
+  documentName,
+  assetBaseUrl,
+}: TemplateDocumentDeleteProps) => {
+  return (
+    <>
+      <TemplateDocumentImage className="mt-6" assetBaseUrl={assetBaseUrl} />
+
+      <Section>
+        <Text className="text-primary mb-0 mt-6 text-left text-lg font-semibold">
+          Your document has been deleted by an admin!
+        </Text>
+
+        <Text className="mx-auto mb-6 mt-1 text-left text-base text-slate-400">
+          "{documentName}" has been deleted by an admin.
+        </Text>
+
+        <Text className="mx-auto mb-6 mt-1 text-left text-base text-slate-400">
+          This document can not be recovered, if you would like to dispute the reason for future
+          documents please contact support.
+        </Text>
+
+        <Text className="mx-auto mt-1 text-left text-base text-slate-400">
+          The reason provided for deletion is the following:
+        </Text>
+
+        <Text className="mx-auto mb-6 mt-1 text-left text-base italic text-slate-400">
+          {reason}
+        </Text>
+      </Section>
+    </>
+  );
+};
+
+export default TemplateDocumentDelete;

packages/email/templates/document-invite.tsx

@@ -22,6 +22,7 @@ import { TemplateFooter } from '../template-components/template-footer';
 export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps> & {
   customBody?: string;
   role: RecipientRole;
+  selfSigner?: boolean;
 };
 
 export const DocumentInviteEmailTemplate = ({
@@ -32,10 +33,13 @@ export const DocumentInviteEmailTemplate = ({
   assetBaseUrl = 'http://localhost:3002',
   customBody,
   role,
+  selfSigner = false,
 }: DocumentInviteEmailTemplateProps) => {
   const action = RECIPIENT_ROLES_DESCRIPTION[role].actionVerb.toLowerCase();
 
-  const previewText = `${inviterName} has invited you to ${action} ${documentName}`;
+  const previewText = selfSigner
+    ? `Please ${action} your document ${documentName}`
+    : `${inviterName} has invited you to ${action} ${documentName}`;
 
   const getAssetUrl = (path: string) => {
     return new URL(path, assetBaseUrl).toString();
@@ -71,6 +75,7 @@ export const DocumentInviteEmailTemplate = ({
                   signDocumentLink={signDocumentLink}
                   assetBaseUrl={assetBaseUrl}
                   role={role}
+                  selfSigner={selfSigner}
                 />
               </Section>
             </Container>

packages/email/templates/document-super-delete.tsx

@@ -0,0 +1,66 @@
+import config from '@documenso/tailwind-config';
+
+import { Body, Container, Head, Hr, Html, Img, Preview, Section, Tailwind } from '../components';
+import {
+  TemplateDocumentDelete,
+  type TemplateDocumentDeleteProps,
+} from '../template-components/template-document-super-delete';
+import { TemplateFooter } from '../template-components/template-footer';
+
+export type DocumentDeleteEmailTemplateProps = Partial<TemplateDocumentDeleteProps>;
+
+export const DocumentSuperDeleteEmailTemplate = ({
+  documentName = 'Open Source Pledge.pdf',
+  assetBaseUrl = 'http://localhost:3002',
+  reason = 'Unknown',
+}: DocumentDeleteEmailTemplateProps) => {
+  const previewText = `An admin has deleted your document "${documentName}".`;
+
+  const getAssetUrl = (path: string) => {
+    return new URL(path, assetBaseUrl).toString();
+  };
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{previewText}</Preview>
+      <Tailwind
+        config={{
+          theme: {
+            extend: {
+              colors: config.theme.extend.colors,
+            },
+          },
+        }}
+      >
+        <Body className="mx-auto my-auto bg-white font-sans">
+          <Section>
+            <Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 p-4 backdrop-blur-sm">
+              <Section>
+                <Img
+                  src={getAssetUrl('/static/logo.png')}
+                  alt="Documenso Logo"
+                  className="mb-4 h-6"
+                />
+
+                <TemplateDocumentDelete
+                  reason={reason}
+                  documentName={documentName}
+                  assetBaseUrl={assetBaseUrl}
+                />
+              </Section>
+            </Container>
+
+            <Hr className="mx-auto mt-12 max-w-xl" />
+
+            <Container className="mx-auto max-w-xl">
+              <TemplateFooter />
+            </Container>
+          </Section>
+        </Body>
+      </Tailwind>
+    </Html>
+  );
+};
+
+export default DocumentSuperDeleteEmailTemplate;

packages/lib/constants/auth.ts

@@ -16,10 +16,24 @@ export const USER_SECURITY_AUDIT_LOG_MAP: { [key in UserSecurityAuditLogType]: s
   [UserSecurityAuditLogType.ACCOUNT_PROFILE_UPDATE]: 'Profile updated',
   [UserSecurityAuditLogType.AUTH_2FA_DISABLE]: '2FA Disabled',
   [UserSecurityAuditLogType.AUTH_2FA_ENABLE]: '2FA Enabled',
+  [UserSecurityAuditLogType.PASSKEY_CREATED]: 'Passkey created',
+  [UserSecurityAuditLogType.PASSKEY_DELETED]: 'Passkey deleted',
+  [UserSecurityAuditLogType.PASSKEY_UPDATED]: 'Passkey updated',
   [UserSecurityAuditLogType.PASSWORD_RESET]: 'Password reset',
   [UserSecurityAuditLogType.PASSWORD_UPDATE]: 'Password updated',
   [UserSecurityAuditLogType.SIGN_OUT]: 'Signed Out',
   [UserSecurityAuditLogType.SIGN_IN]: 'Signed In',
   [UserSecurityAuditLogType.SIGN_IN_FAIL]: 'Sign in attempt failed',
+  [UserSecurityAuditLogType.SIGN_IN_PASSKEY_FAIL]: 'Passkey sign in failed',
   [UserSecurityAuditLogType.SIGN_IN_2FA_FAIL]: 'Sign in 2FA attempt failed',
 };
+
+/**
+ * The duration to wait for a passkey to be verified in MS.
+ */
+export const PASSKEY_TIMEOUT = 60000;
+
+/**
+ * The maximum number of passkeys are user can have.
+ */
+export const MAXIMUM_PASSKEYS = 50;

packages/lib/constants/date-formats.ts

@@ -13,7 +13,7 @@ export const DATE_FORMATS = [
   {
     key: 'YYYYMMDD',
     label: 'YYYY-MM-DD',
-    value: 'YYYY-MM-DD',
+    value: 'yyyy-MM-dd',
   },
   {
     key: 'DDMMYYYY',

packages/lib/constants/document-auth.ts

@@ -0,0 +1,26 @@
+import type { TDocumentAuth } from '../types/document-auth';
+import { DocumentAuth } from '../types/document-auth';
+
+type DocumentAuthTypeData = {
+  key: TDocumentAuth;
+  value: string;
+};
+
+export const DOCUMENT_AUTH_TYPES: Record<string, DocumentAuthTypeData> = {
+  [DocumentAuth.ACCOUNT]: {
+    key: DocumentAuth.ACCOUNT,
+    value: 'Require account',
+  },
+  [DocumentAuth.PASSKEY]: {
+    key: DocumentAuth.PASSKEY,
+    value: 'Require passkey',
+  },
+  [DocumentAuth.TWO_FACTOR_AUTH]: {
+    key: DocumentAuth.TWO_FACTOR_AUTH,
+    value: 'Require 2FA',
+  },
+  [DocumentAuth.EXPLICIT_NONE]: {
+    key: DocumentAuth.EXPLICIT_NONE,
+    value: 'None (Overrides global settings)',
+  },
+} satisfies Record<TDocumentAuth, DocumentAuthTypeData>;

packages/lib/constants/feature-flags.ts

@@ -1,6 +1,6 @@
 import { env } from 'next-runtime-env';
 
-import { APP_BASE_URL } from './app';
+import { APP_BASE_URL, WEBAPP_BASE_URL } from './app';
 
 const NEXT_PUBLIC_FEATURE_BILLING_ENABLED = () => env('NEXT_PUBLIC_FEATURE_BILLING_ENABLED');
 const NEXT_PUBLIC_POSTHOG_KEY = () => env('NEXT_PUBLIC_POSTHOG_KEY');
@@ -21,8 +21,10 @@ export const FEATURE_FLAG_POLL_INTERVAL = 30000;
  * Does not take any person or group properties into account.
  */
 export const LOCAL_FEATURE_FLAGS: Record<string, boolean> = {
+  app_allow_encrypted_documents: false,
   app_billing: NEXT_PUBLIC_FEATURE_BILLING_ENABLED() === 'true',
   app_document_page_view_history_sheet: false,
+  app_passkey: WEBAPP_BASE_URL === 'http://localhost:3000', // Temp feature flag.
   marketing_header_single_player_mode: false,
   marketing_profiles_announcement_bar: true,
 } as const;

packages/lib/constants/pdf.ts

@@ -1,6 +1,6 @@
 import { APP_BASE_URL } from './app';
 
-export const DEFAULT_STANDARD_FONT_SIZE = 15;
+export const DEFAULT_STANDARD_FONT_SIZE = 12;
 export const DEFAULT_HANDWRITING_FONT_SIZE = 50;
 
 export const MIN_STANDARD_FONT_SIZE = 8;

packages/lib/constants/recipient-roles.ts

@@ -32,3 +32,10 @@ export const RECIPIENT_ROLE_TO_EMAIL_TYPE = {
   [RecipientRole.VIEWER]: 'VIEW_REQUEST',
   [RecipientRole.APPROVER]: 'APPROVE_REQUEST',
 } as const;
+
+export const RECIPIENT_ROLE_SIGNING_REASONS = {
+  [RecipientRole.SIGNER]: 'I am a signer of this document',
+  [RecipientRole.APPROVER]: 'I am an approver of this document',
+  [RecipientRole.CC]: 'I am required to recieve a copy of this document',
+  [RecipientRole.VIEWER]: 'I am a viewer of this document',
+} satisfies Record<keyof typeof RecipientRole, string>;

packages/lib/constants/template.ts

@@ -0,0 +1,2 @@
+export const TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX = /recipient\.\d+@documenso\.com/i;
+export const TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX = /Recipient \d+/i;

packages/lib/constants/trpc.ts

@@ -0,0 +1,25 @@
+/**
+ * For TRPC useQueries that should not be batched with other queries.
+ */
+export const SKIP_QUERY_BATCH_META = {
+  trpc: {
+    context: {
+      skipBatch: true,
+    },
+  },
+};
+
+/**
+ * For TRPC useQueries and useMutations to adjust the logic on when query invalidation
+ * should occur.
+ *
+ * When used in:
+ * - useQuery: Will not invalidate the given query when a mutation occurs.
+ * - useMutation: Will not trigger invalidation on all queries when mutation succeeds.
+ *
+ */
+export const DO_NOT_INVALIDATE_QUERY_ON_MUTATION = {
+  meta: {
+    doNotInvalidateQueryOnMutation: true,
+  },
+};

packages/lib/errors/app-error.ts

@@ -1,4 +1,5 @@
 import { TRPCError } from '@trpc/server';
+import { match } from 'ts-pattern';
 import { z } from 'zod';
 
 import { TRPCClientError } from '@documenso/trpc/client';
@@ -137,12 +138,36 @@ export class AppError extends Error {
   }
 
   static parseFromJSONString(jsonString: string): AppError | null {
-    const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
+    try {
+      const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
 
-    if (!parsed.success) {
+      if (!parsed.success) {
+        return null;
+      }
+
+      return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
+    } catch {
       return null;
     }
+  }
 
-    return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
+  static toRestAPIError(err: unknown): {
+    status: 400 | 401 | 404 | 500;
+    body: { message: string };
+  } {
+    const error = AppError.parseError(err);
+
+    const status = match(error.code)
+      .with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => 400 as const)
+      .with(AppErrorCode.UNAUTHORIZED, () => 401 as const)
+      .with(AppErrorCode.NOT_FOUND, () => 404 as const)
+      .otherwise(() => 500 as const);
+
+    return {
+      status,
+      body: {
+        message: status !== 500 ? error.message : 'Something went wrong',
+      },
+    };
   }
 }

packages/lib/next-auth/auth-options.ts

@@ -1,6 +1,7 @@
 /// <reference types="../types/next-auth.d.ts" />
 import { KyselyAdapter } from '@auth/kysely-adapter';
 import { compare } from '@node-rs/bcrypt';
+import { verifyAuthenticationResponse } from '@simplewebauthn/server';
 import { DateTime } from 'luxon';
 import type { AuthOptions, Session, User } from 'next-auth';
 import type { JWT } from 'next-auth/jwt';
@@ -12,12 +13,16 @@ import { env } from 'next-runtime-env';
 import { prisma } from '@documenso/prisma';
 import { IdentityProvider, UserSecurityAuditLogType } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../errors/app-error';
 import { isTwoFactorAuthenticationEnabled } from '../server-only/2fa/is-2fa-availble';
 import { validateTwoFactorAuthentication } from '../server-only/2fa/validate-2fa';
 import { getMostRecentVerificationTokenByUserId } from '../server-only/user/get-most-recent-verification-token-by-user-id';
 import { getUserByEmail } from '../server-only/user/get-user-by-email';
 import { sendConfirmationToken } from '../server-only/user/send-confirmation-token';
+import type { TAuthenticationResponseJSONSchema } from '../types/webauthn';
+import { ZAuthenticationResponseJSONSchema } from '../types/webauthn';
 import { extractNextAuthRequestMetadata } from '../universal/extract-request-metadata';
+import { getAuthenticatorOptions } from '../utils/authenticator';
 import { ErrorCode } from './error-codes';
 import { db } from './kysely-db/db';
 
@@ -133,6 +138,113 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
         };
       },
     }),
+    CredentialsProvider({
+      id: 'webauthn',
+      name: 'Keypass',
+      credentials: {
+        csrfToken: { label: 'csrfToken', type: 'csrfToken' },
+      },
+      async authorize(credentials, req) {
+        const csrfToken = credentials?.csrfToken;
+
+        if (typeof csrfToken !== 'string' || csrfToken.length === 0) {
+          throw new AppError(AppErrorCode.INVALID_REQUEST);
+        }
+
+        let requestBodyCrediential: TAuthenticationResponseJSONSchema | null = null;
+
+        try {
+          const parsedBodyCredential = JSON.parse(req.body?.credential);
+          requestBodyCrediential = ZAuthenticationResponseJSONSchema.parse(parsedBodyCredential);
+        } catch {
+          throw new AppError(AppErrorCode.INVALID_REQUEST);
+        }
+
+        const challengeToken = await prisma.anonymousVerificationToken
+          .delete({
+            where: {
+              id: csrfToken,
+            },
+          })
+          .catch(() => null);
+
+        if (!challengeToken) {
+          return null;
+        }
+
+        if (challengeToken.expiresAt < new Date()) {
+          throw new AppError(AppErrorCode.EXPIRED_CODE);
+        }
+
+        const passkey = await prisma.passkey.findFirst({
+          where: {
+            credentialId: Buffer.from(requestBodyCrediential.id, 'base64'),
+          },
+          include: {
+            User: {
+              select: {
+                id: true,
+                email: true,
+                name: true,
+                emailVerified: true,
+              },
+            },
+          },
+        });
+
+        if (!passkey) {
+          throw new AppError(AppErrorCode.NOT_SETUP);
+        }
+
+        const user = passkey.User;
+
+        const { rpId, origin } = getAuthenticatorOptions();
+
+        const verification = await verifyAuthenticationResponse({
+          response: requestBodyCrediential,
+          expectedChallenge: challengeToken.token,
+          expectedOrigin: origin,
+          expectedRPID: rpId,
+          authenticator: {
+            credentialID: new Uint8Array(Array.from(passkey.credentialId)),
+            credentialPublicKey: new Uint8Array(passkey.credentialPublicKey),
+            counter: Number(passkey.counter),
+          },
+        }).catch(() => null);
+
+        const requestMetadata = extractNextAuthRequestMetadata(req);
+
+        if (!verification?.verified) {
+          await prisma.userSecurityAuditLog.create({
+            data: {
+              userId: user.id,
+              ipAddress: requestMetadata.ipAddress,
+              userAgent: requestMetadata.userAgent,
+              type: UserSecurityAuditLogType.SIGN_IN_PASSKEY_FAIL,
+            },
+          });
+
+          return null;
+        }
+
+        await prisma.passkey.update({
+          where: {
+            id: passkey.id,
+          },
+          data: {
+            lastUsedAt: new Date(),
+            counter: verification.authenticationInfo.newCounter,
+          },
+        });
+
+        return {
+          id: Number(user.id),
+          email: user.email,
+          name: user.name,
+          emailVerified: user.emailVerified?.toISOString() ?? null,
+        } satisfies User;
+      },
+    }),
   ],
   callbacks: {
     async jwt({ token, user, trigger, account }) {

packages/lib/package.json

@@ -42,6 +42,7 @@
     "oslo": "^0.17.0",
     "pdf-lib": "^1.17.1",
     "pg": "^8.11.3",
+    "playwright": "1.43.0",
     "react": "18.2.0",
     "remeda": "^1.27.1",
     "stripe": "^12.7.0",
@@ -51,5 +52,6 @@
   "devDependencies": {
     "@types/luxon": "^3.3.1",
     "@types/pg": "^8.11.4"
+    "@playwright/browser-chromium": "1.43.0"
   }
-}
+}

packages/lib/schemas/common.ts

@@ -0,0 +1,12 @@
+import { z } from 'zod';
+
+import { URL_REGEX } from '../constants/url-regex';
+
+/**
+ * Note this allows empty strings.
+ */
+export const ZUrlSchema = z
+  .string()
+  .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
+    message: 'Please enter a valid URL',
+  });

packages/lib/server-only/2fa/disable-2fa.ts

@@ -1,40 +1,30 @@
-import { compare } from '@node-rs/bcrypt';
-
 import { prisma } from '@documenso/prisma';
 import type { User } from '@documenso/prisma/client';
 import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 
-import { ErrorCode } from '../../next-auth/error-codes';
+import { AppError } from '../../errors/app-error';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { validateTwoFactorAuthentication } from './validate-2fa';
 
 type DisableTwoFactorAuthenticationOptions = {
   user: User;
-  backupCode: string;
-  password: string;
+  token: string;
   requestMetadata?: RequestMetadata;
 };
 
 export const disableTwoFactorAuthentication = async ({
-  backupCode,
+  token,
   user,
-  password,
   requestMetadata,
 }: DisableTwoFactorAuthenticationOptions) => {
-  if (!user.password) {
-    throw new Error(ErrorCode.USER_MISSING_PASSWORD);
-  }
-
-  const isCorrectPassword = await compare(password, user.password);
-
-  if (!isCorrectPassword) {
-    throw new Error(ErrorCode.INCORRECT_PASSWORD);
-  }
-
-  const isValid = await validateTwoFactorAuthentication({ backupCode, user });
+  let isValid = await validateTwoFactorAuthentication({ totpCode: token, user });
 
   if (!isValid) {
-    throw new Error(ErrorCode.INCORRECT_TWO_FACTOR_BACKUP_CODE);
+    isValid = await validateTwoFactorAuthentication({ backupCode: token, user });
+  }
+
+  if (!isValid) {
+    throw new AppError('INCORRECT_TWO_FACTOR_CODE');
   }
 
   await prisma.$transaction(async (tx) => {

packages/lib/server-only/2fa/enable-2fa.ts

@@ -1,7 +1,7 @@
-import { ErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { prisma } from '@documenso/prisma';
 import { type User, UserSecurityAuditLogType } from '@documenso/prisma/client';
 
+import { AppError } from '../../errors/app-error';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getBackupCodes } from './get-backup-code';
 import { verifyTwoFactorAuthenticationToken } from './verify-2fa-token';
@@ -17,25 +17,38 @@ export const enableTwoFactorAuthentication = async ({
   code,
   requestMetadata,
 }: EnableTwoFactorAuthenticationOptions) => {
-  if (user.identityProvider !== 'DOCUMENSO') {
-    throw new Error(ErrorCode.INCORRECT_IDENTITY_PROVIDER);
-  }
-
   if (user.twoFactorEnabled) {
-    throw new Error(ErrorCode.TWO_FACTOR_ALREADY_ENABLED);
+    throw new AppError('TWO_FACTOR_ALREADY_ENABLED');
   }
 
   if (!user.twoFactorSecret) {
-    throw new Error(ErrorCode.TWO_FACTOR_SETUP_REQUIRED);
+    throw new AppError('TWO_FACTOR_SETUP_REQUIRED');
   }
 
   const isValidToken = await verifyTwoFactorAuthenticationToken({ user, totpCode: code });
 
   if (!isValidToken) {
-    throw new Error(ErrorCode.INCORRECT_TWO_FACTOR_CODE);
+    throw new AppError('INCORRECT_TWO_FACTOR_CODE');
   }
 
-  const updatedUser = await prisma.$transaction(async (tx) => {
+  let recoveryCodes: string[] = [];
+
+  await prisma.$transaction(async (tx) => {
+    const updatedUser = await tx.user.update({
+      where: {
+        id: user.id,
+      },
+      data: {
+        twoFactorEnabled: true,
+      },
+    });
+
+    recoveryCodes = getBackupCodes({ user: updatedUser }) ?? [];
+
+    if (recoveryCodes.length === 0) {
+      throw new AppError('MISSING_BACKUP_CODE');
+    }
+
     await tx.userSecurityAuditLog.create({
       data: {
         userId: user.id,
@@ -44,18 +57,7 @@ export const enableTwoFactorAuthentication = async ({
         ipAddress: requestMetadata?.ipAddress,
       },
     });
-
-    return await tx.user.update({
-      where: {
-        id: user.id,
-      },
-      data: {
-        twoFactorEnabled: true,
-      },
-    });
   });
 
-  const recoveryCodes = getBackupCodes({ user: updatedUser });
-
   return { recoveryCodes };
 };

packages/lib/server-only/2fa/is-2fa-availble.ts

@@ -1,4 +1,4 @@
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 
 import { DOCUMENSO_ENCRYPTION_KEY } from '../../constants/crypto';
 
@@ -9,9 +9,5 @@ type IsTwoFactorAuthenticationEnabledOptions = {
 export const isTwoFactorAuthenticationEnabled = ({
   user,
 }: IsTwoFactorAuthenticationEnabledOptions) => {
-  return (
-    user.twoFactorEnabled &&
-    user.identityProvider === 'DOCUMENSO' &&
-    typeof DOCUMENSO_ENCRYPTION_KEY === 'string'
-  );
+  return user.twoFactorEnabled && typeof DOCUMENSO_ENCRYPTION_KEY === 'string';
 };

packages/lib/server-only/2fa/setup-2fa.ts

@@ -1,4 +1,3 @@
-import { compare } from '@node-rs/bcrypt';
 import { base32 } from '@scure/base';
 import crypto from 'crypto';
 import { createTOTPKeyURI } from 'oslo/otp';
@@ -12,14 +11,12 @@ import { symmetricEncrypt } from '../../universal/crypto';
 
 type SetupTwoFactorAuthenticationOptions = {
   user: User;
-  password: string;
 };
 
 const ISSUER = 'Documenso';
 
 export const setupTwoFactorAuthentication = async ({
   user,
-  password,
 }: SetupTwoFactorAuthenticationOptions) => {
   const key = DOCUMENSO_ENCRYPTION_KEY;
 
@@ -27,20 +24,6 @@ export const setupTwoFactorAuthentication = async ({
     throw new Error(ErrorCode.MISSING_ENCRYPTION_KEY);
   }
 
-  if (user.identityProvider !== 'DOCUMENSO') {
-    throw new Error(ErrorCode.INCORRECT_IDENTITY_PROVIDER);
-  }
-
-  if (!user.password) {
-    throw new Error(ErrorCode.USER_MISSING_PASSWORD);
-  }
-
-  const isCorrectPassword = await compare(password, user.password);
-
-  if (!isCorrectPassword) {
-    throw new Error(ErrorCode.INCORRECT_PASSWORD);
-  }
-
   const secret = crypto.randomBytes(10);
 
   const backupCodes = Array.from({ length: 10 })

packages/lib/server-only/2fa/view-backup-codes.ts

@@ -0,0 +1,30 @@
+import type { User } from '@documenso/prisma/client';
+
+import { AppError } from '../../errors/app-error';
+import { getBackupCodes } from './get-backup-code';
+import { validateTwoFactorAuthentication } from './validate-2fa';
+
+type ViewBackupCodesOptions = {
+  user: User;
+  token: string;
+};
+
+export const viewBackupCodes = async ({ token, user }: ViewBackupCodesOptions) => {
+  let isValid = await validateTwoFactorAuthentication({ totpCode: token, user });
+
+  if (!isValid) {
+    isValid = await validateTwoFactorAuthentication({ backupCode: token, user });
+  }
+
+  if (!isValid) {
+    throw new AppError('INCORRECT_TWO_FACTOR_CODE');
+  }
+
+  const backupCodes = getBackupCodes({ user });
+
+  if (!backupCodes) {
+    throw new AppError('MISSING_BACKUP_CODE');
+  }
+
+  return backupCodes;
+};

packages/lib/server-only/admin/get-entire-document.ts

@@ -10,6 +10,14 @@ export const getEntireDocument = async ({ id }: GetEntireDocumentOptions) => {
       id,
     },
     include: {
+      documentMeta: true,
+      User: {
+        select: {
+          id: true,
+          name: true,
+          email: true,
+        },
+      },
       Recipient: {
         include: {
           Field: {

packages/lib/server-only/auth/create-passkey-authentication-options.ts

@@ -0,0 +1,76 @@
+import { generateAuthenticationOptions } from '@simplewebauthn/server';
+import type { AuthenticatorTransportFuture } from '@simplewebauthn/types';
+import { DateTime } from 'luxon';
+
+import { prisma } from '@documenso/prisma';
+import type { Passkey } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeyAuthenticationOptions = {
+  userId: number;
+
+  /**
+   * The ID of the passkey to request authentication for.
+   *
+   * If not set, we allow the browser client to handle choosing.
+   */
+  preferredPasskeyId?: string;
+};
+
+export const createPasskeyAuthenticationOptions = async ({
+  userId,
+  preferredPasskeyId,
+}: CreatePasskeyAuthenticationOptions) => {
+  const { rpId, timeout } = getAuthenticatorOptions();
+
+  let preferredPasskey: Pick<Passkey, 'credentialId' | 'transports'> | null = null;
+
+  if (preferredPasskeyId) {
+    preferredPasskey = await prisma.passkey.findFirst({
+      where: {
+        userId,
+        id: preferredPasskeyId,
+      },
+      select: {
+        credentialId: true,
+        transports: true,
+      },
+    });
+
+    if (!preferredPasskey) {
+      throw new AppError(AppErrorCode.NOT_FOUND, 'Requested passkey not found');
+    }
+  }
+
+  const options = await generateAuthenticationOptions({
+    rpID: rpId,
+    userVerification: 'preferred',
+    timeout,
+    allowCredentials: preferredPasskey
+      ? [
+          {
+            id: preferredPasskey.credentialId,
+            type: 'public-key',
+            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+            transports: preferredPasskey.transports as AuthenticatorTransportFuture[],
+          },
+        ]
+      : undefined,
+  });
+
+  const { secondaryId } = await prisma.verificationToken.create({
+    data: {
+      userId,
+      token: options.challenge,
+      expires: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+  });
+
+  return {
+    tokenReference: secondaryId,
+    options,
+  };
+};

packages/lib/server-only/auth/create-passkey-registration-options.ts

@@ -0,0 +1,58 @@
+import { generateRegistrationOptions } from '@simplewebauthn/server';
+import type { AuthenticatorTransportFuture } from '@simplewebauthn/types';
+import { DateTime } from 'luxon';
+
+import { prisma } from '@documenso/prisma';
+
+import { PASSKEY_TIMEOUT } from '../../constants/auth';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeyRegistrationOptions = {
+  userId: number;
+};
+
+export const createPasskeyRegistrationOptions = async ({
+  userId,
+}: CreatePasskeyRegistrationOptions) => {
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+    select: {
+      name: true,
+      email: true,
+      passkeys: true,
+    },
+  });
+
+  const { passkeys } = user;
+
+  const { rpName, rpId: rpID } = getAuthenticatorOptions();
+
+  const options = await generateRegistrationOptions({
+    rpName,
+    rpID,
+    userID: userId.toString(),
+    userName: user.email,
+    userDisplayName: user.name ?? undefined,
+    timeout: PASSKEY_TIMEOUT,
+    attestationType: 'none',
+    excludeCredentials: passkeys.map((passkey) => ({
+      id: passkey.credentialId,
+      type: 'public-key',
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      transports: passkey.transports as AuthenticatorTransportFuture[],
+    })),
+  });
+
+  await prisma.verificationToken.create({
+    data: {
+      userId,
+      token: options.challenge,
+      expires: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+  });
+
+  return options;
+};

packages/lib/server-only/auth/create-passkey-signin-options.ts

@@ -0,0 +1,41 @@
+import { generateAuthenticationOptions } from '@simplewebauthn/server';
+import { DateTime } from 'luxon';
+
+import { prisma } from '@documenso/prisma';
+
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeySigninOptions = {
+  sessionId: string;
+};
+
+export const createPasskeySigninOptions = async ({ sessionId }: CreatePasskeySigninOptions) => {
+  const { rpId, timeout } = getAuthenticatorOptions();
+
+  const options = await generateAuthenticationOptions({
+    rpID: rpId,
+    userVerification: 'preferred',
+    timeout,
+  });
+
+  const { challenge } = options;
+
+  await prisma.anonymousVerificationToken.upsert({
+    where: {
+      id: sessionId,
+    },
+    update: {
+      token: challenge,
+      expiresAt: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      createdAt: new Date(),
+    },
+    create: {
+      id: sessionId,
+      token: challenge,
+      expiresAt: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      createdAt: new Date(),
+    },
+  });
+
+  return options;
+};

packages/lib/server-only/auth/create-passkey.ts

@@ -0,0 +1,106 @@
+import { verifyRegistrationResponse } from '@simplewebauthn/server';
+import type { RegistrationResponseJSON } from '@simplewebauthn/types';
+
+import { prisma } from '@documenso/prisma';
+import { UserSecurityAuditLogType } from '@documenso/prisma/client';
+
+import { MAXIMUM_PASSKEYS } from '../../constants/auth';
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeyOptions = {
+  userId: number;
+  passkeyName: string;
+  verificationResponse: RegistrationResponseJSON;
+  requestMetadata?: RequestMetadata;
+};
+
+export const createPasskey = async ({
+  userId,
+  passkeyName,
+  verificationResponse,
+  requestMetadata,
+}: CreatePasskeyOptions) => {
+  const { _count } = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+    include: {
+      _count: {
+        select: {
+          passkeys: true,
+        },
+      },
+    },
+  });
+
+  if (_count.passkeys >= MAXIMUM_PASSKEYS) {
+    throw new AppError('TOO_MANY_PASSKEYS');
+  }
+
+  const verificationToken = await prisma.verificationToken.findFirst({
+    where: {
+      userId,
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+    orderBy: {
+      createdAt: 'desc',
+    },
+  });
+
+  if (!verificationToken) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Challenge token not found');
+  }
+
+  await prisma.verificationToken.deleteMany({
+    where: {
+      userId,
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+  });
+
+  if (verificationToken.expires < new Date()) {
+    throw new AppError(AppErrorCode.EXPIRED_CODE, 'Challenge token expired');
+  }
+
+  const { rpId: expectedRPID, origin: expectedOrigin } = getAuthenticatorOptions();
+
+  const verification = await verifyRegistrationResponse({
+    response: verificationResponse,
+    expectedChallenge: verificationToken.token,
+    expectedOrigin,
+    expectedRPID,
+  });
+
+  if (!verification.verified || !verification.registrationInfo) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Verification failed');
+  }
+
+  const { credentialPublicKey, credentialID, counter, credentialDeviceType, credentialBackedUp } =
+    verification.registrationInfo;
+
+  await prisma.$transaction(async (tx) => {
+    await tx.passkey.create({
+      data: {
+        userId,
+        name: passkeyName,
+        credentialId: Buffer.from(credentialID),
+        credentialPublicKey: Buffer.from(credentialPublicKey),
+        counter,
+        credentialDeviceType,
+        credentialBackedUp,
+        transports: verificationResponse.response.transports,
+      },
+    });
+
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId,
+        type: UserSecurityAuditLogType.PASSKEY_CREATED,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
+  });
+};

packages/lib/server-only/auth/delete-passkey.ts

@@ -0,0 +1,41 @@
+import { prisma } from '@documenso/prisma';
+import { UserSecurityAuditLogType } from '@documenso/prisma/client';
+
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+
+export interface DeletePasskeyOptions {
+  userId: number;
+  passkeyId: string;
+  requestMetadata?: RequestMetadata;
+}
+
+export const deletePasskey = async ({
+  userId,
+  passkeyId,
+  requestMetadata,
+}: DeletePasskeyOptions) => {
+  await prisma.passkey.findFirstOrThrow({
+    where: {
+      id: passkeyId,
+      userId,
+    },
+  });
+
+  await prisma.$transaction(async (tx) => {
+    await tx.passkey.delete({
+      where: {
+        id: passkeyId,
+        userId,
+      },
+    });
+
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId,
+        type: UserSecurityAuditLogType.PASSKEY_DELETED,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
+  });
+};

packages/lib/server-only/auth/find-passkeys.ts

@@ -0,0 +1,76 @@
+import type { FindResultSet } from '@documenso/lib/types/find-result-set';
+import { prisma } from '@documenso/prisma';
+import type { Passkey } from '@documenso/prisma/client';
+import { Prisma } from '@documenso/prisma/client';
+
+export interface FindPasskeysOptions {
+  userId: number;
+  term?: string;
+  page?: number;
+  perPage?: number;
+  orderBy?: {
+    column: keyof Passkey;
+    direction: 'asc' | 'desc';
+    nulls?: Prisma.NullsOrder;
+  };
+}
+
+export const findPasskeys = async ({
+  userId,
+  term = '',
+  page = 1,
+  perPage = 10,
+  orderBy,
+}: FindPasskeysOptions) => {
+  const orderByColumn = orderBy?.column ?? 'lastUsedAt';
+  const orderByDirection = orderBy?.direction ?? 'desc';
+  const orderByNulls: Prisma.NullsOrder | undefined = orderBy?.nulls ?? 'last';
+
+  const whereClause: Prisma.PasskeyWhereInput = {
+    userId,
+  };
+
+  if (term.length > 0) {
+    whereClause.name = {
+      contains: term,
+      mode: Prisma.QueryMode.insensitive,
+    };
+  }
+
+  const [data, count] = await Promise.all([
+    prisma.passkey.findMany({
+      where: whereClause,
+      skip: Math.max(page - 1, 0) * perPage,
+      take: perPage,
+      orderBy: {
+        [orderByColumn]: {
+          sort: orderByDirection,
+          nulls: orderByNulls,
+        },
+      },
+      select: {
+        id: true,
+        userId: true,
+        name: true,
+        createdAt: true,
+        updatedAt: true,
+        lastUsedAt: true,
+        counter: true,
+        credentialDeviceType: true,
+        credentialBackedUp: true,
+        transports: true,
+      },
+    }),
+    prisma.passkey.count({
+      where: whereClause,
+    }),
+  ]);
+
+  return {
+    data,
+    count,
+    currentPage: Math.max(page, 1),
+    perPage,
+    totalPages: Math.ceil(count / perPage),
+  } satisfies FindResultSet<typeof data>;
+};

packages/lib/server-only/auth/update-passkey.ts

@@ -0,0 +1,51 @@
+import { prisma } from '@documenso/prisma';
+import { UserSecurityAuditLogType } from '@documenso/prisma/client';
+
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+
+export interface UpdateAuthenticatorsOptions {
+  userId: number;
+  passkeyId: string;
+  name: string;
+  requestMetadata?: RequestMetadata;
+}
+
+export const updatePasskey = async ({
+  userId,
+  passkeyId,
+  name,
+  requestMetadata,
+}: UpdateAuthenticatorsOptions) => {
+  const passkey = await prisma.passkey.findFirstOrThrow({
+    where: {
+      id: passkeyId,
+      userId,
+    },
+  });
+
+  if (passkey.name === name) {
+    return;
+  }
+
+  await prisma.$transaction(async (tx) => {
+    await tx.passkey.update({
+      where: {
+        id: passkeyId,
+        userId,
+      },
+      data: {
+        name,
+        updatedAt: new Date(),
+      },
+    });
+
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId,
+        type: UserSecurityAuditLogType.PASSKEY_UPDATED,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
+  });
+};

packages/lib/server-only/document/complete-document-with-token.ts

@@ -7,6 +7,7 @@ import { prisma } from '@documenso/prisma';
 import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 import { WebhookTriggerEvents } from '@documenso/prisma/client';
 
+import type { TRecipientActionAuth } from '../../types/document-auth';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 import { sealDocument } from './seal-document';
 import { sendPendingEmail } from './send-pending-email';
@@ -14,6 +15,8 @@ import { sendPendingEmail } from './send-pending-email';
 export type CompleteDocumentWithTokenOptions = {
   token: string;
   documentId: number;
+  userId?: number;
+  authOptions?: TRecipientActionAuth;
   requestMetadata?: RequestMetadata;
 };
 
@@ -46,8 +49,8 @@ export const completeDocumentWithToken = async ({
 
   const document = await getDocument({ token, documentId });
 
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has already been completed`);
+  if (document.status !== DocumentStatus.PENDING) {
+    throw new Error(`Document ${document.id} must be pending`);
   }
 
   if (document.Recipient.length === 0) {
@@ -71,32 +74,54 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has unsigned fields`);
   }
 
-  await prisma.recipient.update({
-    where: {
-      id: recipient.id,
-    },
-    data: {
-      signingStatus: SigningStatus.SIGNED,
-      signedAt: new Date(),
-    },
-  });
+  // Document reauth for completing documents is currently not required.
 
-  await prisma.documentAuditLog.create({
-    data: createDocumentAuditLogData({
-      type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
-      documentId: document.id,
-      user: {
-        name: recipient.name,
-        email: recipient.email,
+  // const { derivedRecipientActionAuth } = extractDocumentAuthMethods({
+  //   documentAuth: document.authOptions,
+  //   recipientAuth: recipient.authOptions,
+  // });
+
+  // const isValid = await isRecipientAuthorized({
+  //   type: 'ACTION',
+  //   document: document,
+  //   recipient: recipient,
+  //   userId,
+  //   authOptions,
+  // });
+
+  // if (!isValid) {
+  //   throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
+  // }
+
+  await prisma.$transaction(async (tx) => {
+    await tx.recipient.update({
+      where: {
+        id: recipient.id,
       },
-      requestMetadata,
       data: {
-        recipientEmail: recipient.email,
-        recipientName: recipient.name,
-        recipientId: recipient.id,
-        recipientRole: recipient.role,
+        signingStatus: SigningStatus.SIGNED,
+        signedAt: new Date(),
       },
-    }),
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
+        documentId: document.id,
+        user: {
+          name: recipient.name,
+          email: recipient.email,
+        },
+        requestMetadata,
+        data: {
+          recipientEmail: recipient.email,
+          recipientName: recipient.name,
+          recipientId: recipient.id,
+          recipientRole: recipient.role,
+          // actionAuth: derivedRecipientActionAuth || undefined,
+        },
+      }),
+    });
   });
 
   const pendingRecipients = await prisma.recipient.count({
@@ -112,7 +137,7 @@ export const completeDocumentWithToken = async ({
     await sendPendingEmail({ documentId, recipientId: recipient.id });
   }
 
-  const documents = await prisma.document.updateMany({
+  const haveAllRecipientsSigned = await prisma.document.findFirst({
     where: {
       id: document.id,
       Recipient: {
@@ -121,13 +146,9 @@ export const completeDocumentWithToken = async ({
         },
       },
     },
-    data: {
-      status: DocumentStatus.COMPLETED,
-      completedAt: new Date(),
-    },
   });
 
-  if (documents.count > 0) {
+  if (haveAllRecipientsSigned) {
     await sealDocument({ documentId: document.id, requestMetadata });
   }
 

packages/lib/server-only/document/create-document.ts

@@ -14,6 +14,7 @@ export type CreateDocumentOptions = {
   userId: number;
   teamId?: number;
   documentDataId: string;
+  formValues?: Record<string, string | number | boolean>;
   requestMetadata?: RequestMetadata;
 };
 
@@ -22,6 +23,7 @@ export const createDocument = async ({
   title,
   documentDataId,
   teamId,
+  formValues,
   requestMetadata,
 }: CreateDocumentOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -51,6 +53,7 @@ export const createDocument = async ({
         documentDataId,
         userId,
         teamId,
+        formValues,
       },
     });
 

packages/lib/server-only/document/delete-document.ts

@@ -6,6 +6,7 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
 import { prisma } from '@documenso/prisma';
+import type { Document, DocumentMeta, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
@@ -27,110 +28,180 @@ export const deleteDocument = async ({
   teamId,
   requestMetadata,
 }: DeleteDocumentOptions) => {
+  const user = await prisma.user.findUnique({
+    where: {
+      id: userId,
+    },
+  });
+
+  if (!user) {
+    throw new Error('User not found');
+  }
+
   const document = await prisma.document.findUnique({
     where: {
       id,
-      ...(teamId
-        ? {
-            team: {
-              id: teamId,
-              members: {
-                some: {
-                  userId,
-                },
-              },
-            },
-          }
-        : {
-            userId,
-            teamId: null,
-          }),
     },
     include: {
       Recipient: true,
       documentMeta: true,
-      User: true,
+      team: {
+        select: {
+          members: true,
+        },
+      },
     },
   });
 
-  if (!document) {
+  if (!document || (teamId !== undefined && teamId !== document.teamId)) {
     throw new Error('Document not found');
   }
 
-  const { status, User: user } = document;
+  const isUserOwner = document.userId === userId;
+  const isUserTeamMember = document.team?.members.some((member) => member.userId === userId);
+  const userRecipient = document.Recipient.find((recipient) => recipient.email === user.email);
 
-  // if the document is a draft, hard-delete
-  if (status === DocumentStatus.DRAFT) {
+  if (!isUserOwner && !isUserTeamMember && !userRecipient) {
+    throw new Error('Not allowed');
+  }
+
+  // Handle hard or soft deleting the actual document if user has permission.
+  if (isUserOwner || isUserTeamMember) {
+    await handleDocumentOwnerDelete({
+      document,
+      user,
+      requestMetadata,
+    });
+  }
+
+  // Continue to hide the document from the user if they are a recipient.
+  // Dirty way of doing this but it's faster than refetching the document.
+  if (userRecipient?.documentDeletedAt === null) {
+    await prisma.recipient
+      .update({
+        where: {
+          id: userRecipient.id,
+        },
+        data: {
+          documentDeletedAt: new Date().toISOString(),
+        },
+      })
+      .catch(() => {
+        // Do nothing.
+      });
+  }
+
+  // Return partial document for API v1 response.
+  return {
+    id: document.id,
+    userId: document.userId,
+    teamId: document.teamId,
+    title: document.title,
+    status: document.status,
+    documentDataId: document.documentDataId,
+    createdAt: document.createdAt,
+    updatedAt: document.updatedAt,
+    completedAt: document.completedAt,
+  };
+};
+
+type HandleDocumentOwnerDeleteOptions = {
+  document: Document & {
+    Recipient: Recipient[];
+    documentMeta: DocumentMeta | null;
+  };
+  user: User;
+  requestMetadata?: RequestMetadata;
+};
+
+const handleDocumentOwnerDelete = async ({
+  document,
+  user,
+  requestMetadata,
+}: HandleDocumentOwnerDeleteOptions) => {
+  if (document.deletedAt) {
+    return;
+  }
+
+  // Soft delete completed documents.
+  if (document.status === DocumentStatus.COMPLETED) {
     return await prisma.$transaction(async (tx) => {
-      // Currently redundant since deleting a document will delete the audit logs.
-      // However may be useful if we disassociate audit lgos and documents if required.
       await tx.documentAuditLog.create({
         data: createDocumentAuditLogData({
-          documentId: id,
+          documentId: document.id,
           type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
           user,
           requestMetadata,
           data: {
-            type: 'HARD',
+            type: 'SOFT',
           },
         }),
       });
 
-      return await tx.document.delete({ where: { id, status: DocumentStatus.DRAFT } });
+      return await tx.document.update({
+        where: {
+          id: document.id,
+        },
+        data: {
+          deletedAt: new Date().toISOString(),
+        },
+      });
     });
   }
 
-  // if the document is pending, send cancellation emails to all recipients
-  if (status === DocumentStatus.PENDING && document.Recipient.length > 0) {
-    await Promise.all(
-      document.Recipient.map(async (recipient) => {
-        const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
-
-        const template = createElement(DocumentCancelTemplate, {
-          documentName: document.title,
-          inviterName: user.name || undefined,
-          inviterEmail: user.email,
-          assetBaseUrl,
-        });
-
-        await mailer.sendMail({
-          to: {
-            address: recipient.email,
-            name: recipient.name,
-          },
-          from: {
-            name: FROM_NAME,
-            address: FROM_ADDRESS,
-          },
-          subject: 'Document Cancelled',
-          html: render(template),
-          text: render(template, { plainText: true }),
-        });
-      }),
-    );
-  }
-
-  // If the document is not a draft, only soft-delete.
-  return await prisma.$transaction(async (tx) => {
+  // Hard delete draft and pending documents.
+  const deletedDocument = await prisma.$transaction(async (tx) => {
+    // Currently redundant since deleting a document will delete the audit logs.
+    // However may be useful if we disassociate audit logs and documents if required.
     await tx.documentAuditLog.create({
       data: createDocumentAuditLogData({
-        documentId: id,
+        documentId: document.id,
         type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
         user,
         requestMetadata,
         data: {
-          type: 'SOFT',
+          type: 'HARD',
         },
       }),
     });
 
-    return await tx.document.update({
+    return await tx.document.delete({
       where: {
-        id,
-      },
-      data: {
-        deletedAt: new Date().toISOString(),
+        id: document.id,
+        status: {
+          not: DocumentStatus.COMPLETED,
+        },
       },
     });
   });
+
+  // Send cancellation emails to recipients.
+  await Promise.all(
+    document.Recipient.map(async (recipient) => {
+      const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+
+      const template = createElement(DocumentCancelTemplate, {
+        documentName: document.title,
+        inviterName: user.name || undefined,
+        inviterEmail: user.email,
+        assetBaseUrl,
+      });
+
+      await mailer.sendMail({
+        to: {
+          address: recipient.email,
+          name: recipient.name,
+        },
+        from: {
+          name: FROM_NAME,
+          address: FROM_ADDRESS,
+        },
+        subject: 'Document Cancelled',
+        html: render(template),
+        text: render(template, { plainText: true }),
+      });
+    }),
+  );
+
+  return deletedDocument;
 };

packages/lib/server-only/document/find-documents.ts

@@ -112,24 +112,65 @@ export const findDocuments = async ({
     };
   }
 
-  const whereClause: Prisma.DocumentWhereInput = {
-    ...termFilters,
-    ...filters,
+  let deletedFilter: Prisma.DocumentWhereInput = {
     AND: {
       OR: [
         {
-          status: ExtendedDocumentStatus.COMPLETED,
+          userId: user.id,
+          deletedAt: null,
         },
         {
-          status: {
-            not: ExtendedDocumentStatus.COMPLETED,
+          Recipient: {
+            some: {
+              email: user.email,
+              documentDeletedAt: null,
+            },
           },
-          deletedAt: null,
         },
       ],
     },
   };
 
+  if (team) {
+    deletedFilter = {
+      AND: {
+        OR: team.teamEmail
+          ? [
+              {
+                teamId: team.id,
+                deletedAt: null,
+              },
+              {
+                User: {
+                  email: team.teamEmail.email,
+                },
+                deletedAt: null,
+              },
+              {
+                Recipient: {
+                  some: {
+                    email: team.teamEmail.email,
+                    documentDeletedAt: null,
+                  },
+                },
+              },
+            ]
+          : [
+              {
+                teamId: team.id,
+                deletedAt: null,
+              },
+            ],
+      },
+    };
+  }
+
+  const whereClause: Prisma.DocumentWhereInput = {
+    ...termFilters,
+    ...filters,
+    ...deletedFilter,
+  };
+
   if (period) {
     const daysAgo = parseInt(period.replace(/d$/, ''), 10);
 

packages/lib/server-only/document/get-document-by-token.ts

@@ -1,16 +1,64 @@
 import { prisma } from '@documenso/prisma';
 import type { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAuthMethods } from '../../types/document-auth';
+import { isRecipientAuthorized } from './is-recipient-authorized';
+
 export interface GetDocumentAndSenderByTokenOptions {
   token: string;
+  userId?: number;
+  accessAuth?: TDocumentAuthMethods;
+
+  /**
+   * Whether we enforce the access requirement.
+   *
+   * Defaults to true.
+   */
+  requireAccessAuth?: boolean;
 }
 
 export interface GetDocumentAndRecipientByTokenOptions {
   token: string;
+  userId?: number;
+  accessAuth?: TDocumentAuthMethods;
+
+  /**
+   * Whether we enforce the access requirement.
+   *
+   * Defaults to true.
+   */
+  requireAccessAuth?: boolean;
 }
+export type GetDocumentByTokenOptions = {
+  token: string;
+};
+
+export const getDocumentByToken = async ({ token }: GetDocumentByTokenOptions) => {
+  if (!token) {
+    throw new Error('Missing token');
+  }
+
+  const result = await prisma.document.findFirstOrThrow({
+    where: {
+      Recipient: {
+        some: {
+          token,
+        },
+      },
+    },
+  });
+
+  return result;
+};
+
+export type DocumentAndSender = Awaited<ReturnType<typeof getDocumentAndSenderByToken>>;
 
 export const getDocumentAndSenderByToken = async ({
   token,
+  userId,
+  accessAuth,
+  requireAccessAuth = true,
 }: GetDocumentAndSenderByTokenOptions) => {
   if (!token) {
     throw new Error('Missing token');
@@ -28,12 +76,40 @@ export const getDocumentAndSenderByToken = async ({
       User: true,
       documentData: true,
       documentMeta: true,
+      Recipient: {
+        where: {
+          token,
+        },
+      },
     },
   });
 
   // eslint-disable-next-line no-unused-vars, @typescript-eslint/no-unused-vars
   const { password: _password, ...User } = result.User;
 
+  const recipient = result.Recipient[0];
+
+  // Sanity check, should not be possible.
+  if (!recipient) {
+    throw new Error('Missing recipient');
+  }
+
+  let documentAccessValid = true;
+
+  if (requireAccessAuth) {
+    documentAccessValid = await isRecipientAuthorized({
+      type: 'ACCESS',
+      document: result,
+      recipient,
+      userId,
+      authOptions: accessAuth,
+    });
+  }
+
+  if (!documentAccessValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid access values');
+  }
+
   return {
     ...result,
     User,
@@ -45,6 +121,9 @@ export const getDocumentAndSenderByToken = async ({
  */
 export const getDocumentAndRecipientByToken = async ({
   token,
+  userId,
+  accessAuth,
+  requireAccessAuth = true,
 }: GetDocumentAndRecipientByTokenOptions): Promise<DocumentWithRecipient> => {
   if (!token) {
     throw new Error('Missing token');
@@ -68,6 +147,29 @@ export const getDocumentAndRecipientByToken = async ({
     },
   });
 
+  const recipient = result.Recipient[0];
+
+  // Sanity check, should not be possible.
+  if (!recipient) {
+    throw new Error('Missing recipient');
+  }
+
+  let documentAccessValid = true;
+
+  if (requireAccessAuth) {
+    documentAccessValid = await isRecipientAuthorized({
+      type: 'ACCESS',
+      document: result,
+      recipient,
+      userId,
+      authOptions: accessAuth,
+    });
+  }
+
+  if (!documentAccessValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid access values');
+  }
+
   return {
     ...result,
     Recipient: result.Recipient,

packages/lib/server-only/document/get-document-certificate-audit-logs.ts

@@ -0,0 +1,43 @@
+import { prisma } from '@documenso/prisma';
+
+import { DOCUMENT_AUDIT_LOG_TYPE, DOCUMENT_EMAIL_TYPE } from '../../types/document-audit-logs';
+import { parseDocumentAuditLogData } from '../../utils/document-audit-logs';
+
+export type GetDocumentCertificateAuditLogsOptions = {
+  id: number;
+};
+
+export const getDocumentCertificateAuditLogs = async ({
+  id,
+}: GetDocumentCertificateAuditLogsOptions) => {
+  const rawAuditLogs = await prisma.documentAuditLog.findMany({
+    where: {
+      documentId: id,
+      type: {
+        in: [
+          DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
+          DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED,
+          DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
+        ],
+      },
+    },
+  });
+
+  const auditLogs = rawAuditLogs.map((log) => parseDocumentAuditLogData(log));
+
+  const groupedAuditLogs = {
+    [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED]: auditLogs.filter(
+      (log) => log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
+    ),
+    [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED]: auditLogs.filter(
+      (log) => log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED,
+    ),
+    [DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT]: auditLogs.filter(
+      (log) =>
+        log.type === DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT &&
+        log.data.emailType !== DOCUMENT_EMAIL_TYPE.DOCUMENT_COMPLETED,
+    ),
+  } as const;
+
+  return groupedAuditLogs;
+};

packages/lib/server-only/document/get-document-with-details-by-id.ts

@@ -0,0 +1,32 @@
+import { prisma } from '@documenso/prisma';
+import type { DocumentWithDetails } from '@documenso/prisma/types/document';
+
+import { getDocumentWhereInput } from './get-document-by-id';
+
+export type GetDocumentWithDetailsByIdOptions = {
+  id: number;
+  userId: number;
+  teamId?: number;
+};
+
+export const getDocumentWithDetailsById = async ({
+  id,
+  userId,
+  teamId,
+}: GetDocumentWithDetailsByIdOptions): Promise<DocumentWithDetails> => {
+  const documentWhereInput = await getDocumentWhereInput({
+    documentId: id,
+    userId,
+    teamId,
+  });
+
+  return await prisma.document.findFirstOrThrow({
+    where: documentWhereInput,
+    include: {
+      documentData: true,
+      documentMeta: true,
+      Recipient: true,
+      Field: true,
+    },
+  });
+};

packages/lib/server-only/document/get-stats.ts

@@ -72,6 +72,7 @@ type GetCountsOption = {
 
 const getCounts = async ({ user, createdAt }: GetCountsOption) => {
   return Promise.all([
+    // Owner counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -84,6 +85,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
         deletedAt: null,
       },
     }),
+    // Not signed counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -95,12 +97,13 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
           some: {
             email: user.email,
             signingStatus: SigningStatus.NOT_SIGNED,
+            documentDeletedAt: null,
           },
         },
         createdAt,
-        deletedAt: null,
       },
     }),
+    // Has signed counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -120,9 +123,9 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
               some: {
                 email: user.email,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
-            deletedAt: null,
           },
           {
             status: ExtendedDocumentStatus.COMPLETED,
@@ -130,6 +133,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
               some: {
                 email: user.email,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
           },
@@ -198,6 +202,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
           some: {
             email: teamEmail,
             signingStatus: SigningStatus.NOT_SIGNED,
+            documentDeletedAt: null,
           },
         },
         deletedAt: null,
@@ -219,6 +224,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
               some: {
                 email: teamEmail,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
             deletedAt: null,
@@ -229,6 +235,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
               some: {
                 email: teamEmail,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
             deletedAt: null,

packages/lib/server-only/document/is-recipient-authorized.ts

@@ -0,0 +1,213 @@
+import { verifyAuthenticationResponse } from '@simplewebauthn/server';
+import { match } from 'ts-pattern';
+
+import { prisma } from '@documenso/prisma';
+import type { Document, Recipient } from '@documenso/prisma/client';
+
+import { verifyTwoFactorAuthenticationToken } from '../2fa/verify-2fa-token';
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAuth, TDocumentAuthMethods } from '../../types/document-auth';
+import { DocumentAuth } from '../../types/document-auth';
+import type { TAuthenticationResponseJSONSchema } from '../../types/webauthn';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
+
+type IsRecipientAuthorizedOptions = {
+  type: 'ACCESS' | 'ACTION';
+  document: Document;
+  recipient: Recipient;
+
+  /**
+   * The ID of the user who initiated the request.
+   */
+  userId?: number;
+
+  /**
+   * The auth details to check.
+   *
+   * Optional because there are scenarios where no auth options are required such as
+   * using the user ID.
+   */
+  authOptions?: TDocumentAuthMethods;
+};
+
+const getUserByEmail = async (email: string) => {
+  return await prisma.user.findFirst({
+    where: {
+      email,
+    },
+    select: {
+      id: true,
+    },
+  });
+};
+
+/**
+ * Whether the recipient is authorized to perform the requested operation on a
+ * document, given the provided auth options.
+ *
+ * @returns True if the recipient can perform the requested operation.
+ */
+export const isRecipientAuthorized = async ({
+  type,
+  document,
+  recipient,
+  userId,
+  authOptions,
+}: IsRecipientAuthorizedOptions): Promise<boolean> => {
+  const { derivedRecipientAccessAuth, derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const authMethod: TDocumentAuth | null =
+    type === 'ACCESS' ? derivedRecipientAccessAuth : derivedRecipientActionAuth;
+
+  // Early true return when auth is not required.
+  if (!authMethod || authMethod === DocumentAuth.EXPLICIT_NONE) {
+    return true;
+  }
+
+  // Create auth options when none are passed for account.
+  if (!authOptions && authMethod === DocumentAuth.ACCOUNT) {
+    authOptions = {
+      type: DocumentAuth.ACCOUNT,
+    };
+  }
+
+  // Authentication required does not match provided method.
+  if (!authOptions || authOptions.type !== authMethod || !userId) {
+    return false;
+  }
+
+  return await match(authOptions)
+    .with({ type: DocumentAuth.ACCOUNT }, async () => {
+      const recipientUser = await getUserByEmail(recipient.email);
+
+      if (!recipientUser) {
+        return false;
+      }
+
+      return recipientUser.id === userId;
+    })
+    .with({ type: DocumentAuth.PASSKEY }, async ({ authenticationResponse, tokenReference }) => {
+      return await isPasskeyAuthValid({
+        userId,
+        authenticationResponse,
+        tokenReference,
+      });
+    })
+    .with({ type: DocumentAuth.TWO_FACTOR_AUTH }, async ({ token }) => {
+      const user = await prisma.user.findFirst({
+        where: {
+          id: userId,
+        },
+      });
+
+      // Should not be possible.
+      if (!user) {
+        throw new AppError(AppErrorCode.NOT_FOUND, 'User not found');
+      }
+
+      return await verifyTwoFactorAuthenticationToken({
+        user,
+        totpCode: token,
+      });
+    })
+    .exhaustive();
+};
+
+type VerifyPasskeyOptions = {
+  /**
+   * The ID of the user who initiated the request.
+   */
+  userId: number;
+
+  /**
+   * The secondary ID of the verification token.
+   */
+  tokenReference: string;
+
+  /**
+   * The response from the passkey authenticator.
+   */
+  authenticationResponse: TAuthenticationResponseJSONSchema;
+};
+
+/**
+ * Whether the provided passkey authenticator response is valid and the user is
+ * authenticated.
+ */
+const isPasskeyAuthValid = async (options: VerifyPasskeyOptions): Promise<boolean> => {
+  return verifyPasskey(options)
+    .then(() => true)
+    .catch(() => false);
+};
+
+/**
+ * Verifies whether the provided passkey authenticator is valid and the user is
+ * authenticated.
+ *
+ * Will throw an error if the user should not be authenticated.
+ */
+const verifyPasskey = async ({
+  userId,
+  tokenReference,
+  authenticationResponse,
+}: VerifyPasskeyOptions): Promise<void> => {
+  const passkey = await prisma.passkey.findFirst({
+    where: {
+      credentialId: Buffer.from(authenticationResponse.id, 'base64'),
+      userId,
+    },
+  });
+
+  if (!passkey) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Passkey not found');
+  }
+
+  const verificationToken = await prisma.verificationToken
+    .delete({
+      where: {
+        userId,
+        secondaryId: tokenReference,
+      },
+    })
+    .catch(() => null);
+
+  if (!verificationToken) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Token not found');
+  }
+
+  if (verificationToken.expires < new Date()) {
+    throw new AppError(AppErrorCode.EXPIRED_CODE, 'Token expired');
+  }
+
+  const { rpId, origin } = getAuthenticatorOptions();
+
+  const verification = await verifyAuthenticationResponse({
+    response: authenticationResponse,
+    expectedChallenge: verificationToken.token,
+    expectedOrigin: origin,
+    expectedRPID: rpId,
+    authenticator: {
+      credentialID: new Uint8Array(Array.from(passkey.credentialId)),
+      credentialPublicKey: new Uint8Array(passkey.credentialPublicKey),
+      counter: Number(passkey.counter),
+    },
+  }).catch(() => null); // May want to log this for insights.
+
+  if (verification?.verified !== true) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'User is not authorized');
+  }
+
+  await prisma.passkey.update({
+    where: {
+      id: passkey.id,
+    },
+    data: {
+      lastUsedAt: new Date(),
+      counter: verification.authenticationInfo.newCounter,
+    },
+  });
+};

packages/lib/server-only/document/resend-document.tsx

@@ -88,6 +88,11 @@ export const resendDocument = async ({
       const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
       const { email, name } = recipient;
+      const selfSigner = email === user.email;
+
+      const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
+        recipient.role
+      ].actionVerb.toLowerCase()} it.`;
 
       const customEmailTemplate = {
         'signer.name': name,
@@ -104,12 +109,20 @@ export const resendDocument = async ({
         inviterEmail: user.email,
         assetBaseUrl,
         signDocumentLink,
-        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        customBody: renderCustomEmailTemplate(
+          selfSigner && !customEmail?.message ? selfSignerCustomEmail : customEmail?.message || '',
+          customEmailTemplate,
+        ),
         role: recipient.role,
+        selfSigner,
       });
 
       const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
 
+      const emailSubject = selfSigner
+        ? `Reminder: Please ${actionVerb.toLowerCase()} your document`
+        : `Reminder: Please ${actionVerb.toLowerCase()} this document`;
+
       await prisma.$transaction(
         async (tx) => {
           await mailer.sendMail({
@@ -122,8 +135,8 @@ export const resendDocument = async ({
               address: FROM_ADDRESS,
             },
             subject: customEmail?.subject
-              ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-              : `Please ${actionVerb.toLowerCase()} this document`,
+              ? renderCustomEmailTemplate(`Reminder: ${customEmail.subject}`, customEmailTemplate)
+              : emailSubject,
             html: render(template),
             text: render(template, { plainText: true }),
           });

packages/lib/server-only/document/seal-document.ts

@@ -2,7 +2,7 @@
 
 import { nanoid } from 'nanoid';
 import path from 'node:path';
-import { PDFDocument, PDFSignature, rectangle } from 'pdf-lib';
+import { PDFDocument } from 'pdf-lib';
 
 import PostHogServerClient from '@documenso/lib/server-only/feature-flags/get-post-hog-server-client';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
@@ -14,8 +14,12 @@ import { signPdf } from '@documenso/signing';
 
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getFile } from '../../universal/upload/get-file';
-import { putFile } from '../../universal/upload/put-file';
+import { putPdfFile } from '../../universal/upload/put-file';
+import { getCertificatePdf } from '../htmltopdf/get-certificate-pdf';
+import { flattenAnnotations } from '../pdf/flatten-annotations';
+import { flattenForm } from '../pdf/flatten-form';
 import { insertFieldInPDF } from '../pdf/insert-field-in-pdf';
+import { normalizeSignatureAppearances } from '../pdf/normalize-signature-appearances';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 import { sendCompletedEmail } from './send-completed-email';
 
@@ -37,6 +41,11 @@ export const sealDocument = async ({
   const document = await prisma.document.findFirstOrThrow({
     where: {
       id: documentId,
+      Recipient: {
+        every: {
+          signingStatus: SigningStatus.SIGNED,
+        },
+      },
     },
     include: {
       documentData: true,
@@ -50,10 +59,6 @@ export const sealDocument = async ({
     throw new Error(`Document ${document.id} has no document data`);
   }
 
-  if (document.status !== DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has not been completed`);
-  }
-
   const recipients = await prisma.recipient.findMany({
     where: {
       documentId: document.id,
@@ -89,34 +94,25 @@ export const sealDocument = async ({
   // !: Need to write the fields onto the document as a hard copy
   const pdfData = await getFile(documentData);
 
+  const certificate = await getCertificatePdf({ documentId })
+    .then(async (doc) => PDFDocument.load(doc))
+    .catch(() => null);
+
   const doc = await PDFDocument.load(pdfData);
 
-  const form = doc.getForm();
+  // Normalize and flatten layers that could cause issues with the signature
+  normalizeSignatureAppearances(doc);
+  flattenForm(doc);
+  flattenAnnotations(doc);
 
-  // Remove old signatures
-  for (const field of form.getFields()) {
-    if (field instanceof PDFSignature) {
-      field.acroField.getWidgets().forEach((widget) => {
-        widget.ensureAP();
+  if (certificate) {
+    const certificatePages = await doc.copyPages(certificate, certificate.getPageIndices());
 
-        try {
-          widget.getNormalAppearance();
-        } catch (e) {
-          const { context } = widget.dict;
-
-          const xobj = context.formXObject([rectangle(0, 0, 0, 0)]);
-
-          const streamRef = context.register(xobj);
-
-          widget.setNormalAppearance(streamRef);
-        }
-      });
-    }
+    certificatePages.forEach((page) => {
+      doc.addPage(page);
+    });
   }
 
-  // Flatten the form to stop annotation layers from appearing above documenso fields
-  form.flatten();
-
   for (const field of fields) {
     await insertFieldInPDF(doc, field);
   }
@@ -127,7 +123,7 @@ export const sealDocument = async ({
 
   const { name, ext } = path.parse(document.title);
 
-  const { data: newData } = await putFile({
+  const { data: newData } = await putPdfFile({
     name: `${name}_signed${ext}`,
     type: 'application/pdf',
     arrayBuffer: async () => Promise.resolve(pdfBuffer),
@@ -146,6 +142,16 @@ export const sealDocument = async ({
   }
 
   await prisma.$transaction(async (tx) => {
+    await tx.document.update({
+      where: {
+        id: document.id,
+      },
+      data: {
+        status: DocumentStatus.COMPLETED,
+        completedAt: new Date(),
+      },
+    });
+
     await tx.documentData.update({
       where: {
         id: documentData.id,
@@ -172,9 +178,19 @@ export const sealDocument = async ({
     await sendCompletedEmail({ documentId, requestMetadata });
   }
 
+  const updatedDocument = await prisma.document.findFirstOrThrow({
+    where: {
+      id: document.id,
+    },
+    include: {
+      documentData: true,
+      Recipient: true,
+    },
+  });
+
   await triggerWebhook({
     event: WebhookTriggerEvents.DOCUMENT_COMPLETED,
-    data: document,
+    data: updatedDocument,
     userId: document.userId,
     teamId: document.teamId ?? undefined,
   });

packages/lib/server-only/document/search-documents-with-keyword.ts

@@ -1,7 +1,6 @@
 import { prisma } from '@documenso/prisma';
 import { DocumentStatus } from '@documenso/prisma/client';
-
-import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
+import type { Document, Recipient, User } from '@documenso/prisma/client';
 
 export type SearchDocumentsWithKeywordOptions = {
   query: string;
@@ -79,12 +78,19 @@ export const searchDocumentsWithKeyword = async ({
     take: limit,
   });
 
-  const maskedDocuments = documents.map((document) =>
-    maskRecipientTokensForDocument({
-      document,
-      user,
-    }),
-  );
+  const isOwner = (document: Document, user: User) => document.userId === user.id;
+  const getSigningLink = (recipients: Recipient[], user: User) =>
+    `/sign/${recipients.find((r) => r.email === user.email)?.token}`;
+
+  const maskedDocuments = documents.map((document) => {
+    const { Recipient, ...documentWithoutRecipient } = document;
+
+    return {
+      ...documentWithoutRecipient,
+      path: isOwner(document, user) ? `/documents/${document.id}` : getSigningLink(Recipient, user),
+      value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
+    };
+  });
 
   return maskedDocuments;
 };

packages/lib/server-only/document/send-completed-email.ts

@@ -80,7 +80,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
       text: render(template, { plainText: true }),
       attachments: [
         {
-          filename: document.title,
+          filename: document.title.endsWith('.pdf') ? document.title : document.title + '.pdf',
           content: Buffer.from(completedDocument),
         },
       ],
@@ -95,7 +95,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
         data: {
           emailType: 'DOCUMENT_COMPLETED',
           recipientEmail: owner.email,
-          recipientName: owner.name,
+          recipientName: owner.name ?? '',
           recipientId: owner.id,
           recipientRole: 'OWNER',
           isResending: false,
@@ -130,7 +130,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
         text: render(template, { plainText: true }),
         attachments: [
           {
-            filename: document.title,
+            filename: document.title.endsWith('.pdf') ? document.title : document.title + '.pdf',
             content: Buffer.from(completedDocument),
           },
         ],

packages/lib/server-only/document/send-delete-email.ts

@@ -0,0 +1,52 @@
+import { createElement } from 'react';
+
+import { mailer } from '@documenso/email/mailer';
+import { render } from '@documenso/email/render';
+import { DocumentSuperDeleteEmailTemplate } from '@documenso/email/templates/document-super-delete';
+import { prisma } from '@documenso/prisma';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+
+export interface SendDeleteEmailOptions {
+  documentId: number;
+  reason: string;
+}
+
+export const sendDeleteEmail = async ({ documentId, reason }: SendDeleteEmailOptions) => {
+  const document = await prisma.document.findFirst({
+    where: {
+      id: documentId,
+    },
+    include: {
+      User: true,
+    },
+  });
+
+  if (!document) {
+    throw new Error('Document not found');
+  }
+
+  const { email, name } = document.User;
+
+  const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+
+  const template = createElement(DocumentSuperDeleteEmailTemplate, {
+    documentName: document.title,
+    reason,
+    assetBaseUrl,
+  });
+
+  await mailer.sendMail({
+    to: {
+      address: email,
+      name: name || '',
+    },
+    from: {
+      name: process.env.NEXT_PRIVATE_SMTP_FROM_NAME || 'Documenso',
+      address: process.env.NEXT_PRIVATE_SMTP_FROM_ADDRESS || 'noreply@documenso.com',
+    },
+    subject: 'Document Deleted!',
+    html: render(template),
+    text: render(template, { plainText: true }),
+  });
+};

packages/lib/server-only/document/send-document.tsx

@@ -4,8 +4,11 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document-invite';
 import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
+import { sealDocument } from '@documenso/lib/server-only/document/seal-document';
+import { updateDocument } from '@documenso/lib/server-only/document/update-document';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
@@ -17,12 +20,15 @@ import {
   RECIPIENT_ROLES_DESCRIPTION,
   RECIPIENT_ROLE_TO_EMAIL_TYPE,
 } from '../../constants/recipient-roles';
+import { getFile } from '../../universal/upload/get-file';
+import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
 export type SendDocumentOptions = {
   documentId: number;
   userId: number;
   teamId?: number;
+  sendEmail?: boolean;
   requestMetadata?: RequestMetadata;
 };
 
@@ -30,6 +36,7 @@ export const sendDocument = async ({
   documentId,
   userId,
   teamId,
+  sendEmail = true,
   requestMetadata,
 }: SendDocumentOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -65,6 +72,7 @@ export const sendDocument = async ({
     include: {
       Recipient: true,
       documentMeta: true,
+      documentData: true,
     },
   });
 
@@ -82,86 +90,160 @@ export const sendDocument = async ({
     throw new Error('Can not send completed document');
   }
 
-  await Promise.all(
-    document.Recipient.map(async (recipient) => {
-      if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
-        return;
-      }
+  const { documentData } = document;
 
-      const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
+  if (!documentData.data) {
+    throw new Error('Document data not found');
+  }
 
-      const { email, name } = recipient;
+  if (document.formValues) {
+    const file = await getFile(documentData);
 
-      const customEmailTemplate = {
-        'signer.name': name,
-        'signer.email': email,
-        'document.name': document.title,
-      };
+    const prefilled = await insertFormValuesInPdf({
+      pdf: Buffer.from(file),
+      formValues: document.formValues as Record<string, string | number | boolean>,
+    });
 
-      const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
-      const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
+    const newDocumentData = await putPdfFile({
+      name: document.title,
+      type: 'application/pdf',
+      arrayBuffer: async () => Promise.resolve(prefilled),
+    });
 
-      const template = createElement(DocumentInviteEmailTemplate, {
-        documentName: document.title,
-        inviterName: user.name || undefined,
-        inviterEmail: user.email,
-        assetBaseUrl,
-        signDocumentLink,
-        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
-        role: recipient.role,
-      });
+    const result = await prisma.document.update({
+      where: {
+        id: document.id,
+      },
+      data: {
+        documentDataId: newDocumentData.id,
+      },
+    });
 
-      const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
+    Object.assign(document, result);
+  }
 
-      await prisma.$transaction(
-        async (tx) => {
-          await mailer.sendMail({
-            to: {
-              address: email,
-              name,
-            },
-            from: {
-              name: FROM_NAME,
-              address: FROM_ADDRESS,
-            },
-            subject: customEmail?.subject
-              ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-              : `Please ${actionVerb.toLowerCase()} this document`,
-            html: render(template),
-            text: render(template, { plainText: true }),
-          });
+  if (sendEmail) {
+    await Promise.all(
+      document.Recipient.map(async (recipient) => {
+        if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
+          return;
+        }
 
-          await tx.recipient.update({
-            where: {
-              id: recipient.id,
-            },
-            data: {
-              sendStatus: SendStatus.SENT,
-            },
-          });
+        const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
-          await tx.documentAuditLog.create({
-            data: createDocumentAuditLogData({
-              type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
-              documentId: document.id,
-              user,
-              requestMetadata,
-              data: {
-                emailType: recipientEmailType,
-                recipientEmail: recipient.email,
-                recipientName: recipient.name,
-                recipientRole: recipient.role,
-                recipientId: recipient.id,
-                isResending: false,
+        const { email, name } = recipient;
+        const selfSigner = email === user.email;
+
+        const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
+          recipient.role
+        ].actionVerb.toLowerCase()} it.`;
+
+        const customEmailTemplate = {
+          'signer.name': name,
+          'signer.email': email,
+          'document.name': document.title,
+        };
+
+        const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+        const signDocumentLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`;
+
+        const template = createElement(DocumentInviteEmailTemplate, {
+          documentName: document.title,
+          inviterName: user.name || undefined,
+          inviterEmail: user.email,
+          assetBaseUrl,
+          signDocumentLink,
+          customBody: renderCustomEmailTemplate(
+            selfSigner && !customEmail?.message
+              ? selfSignerCustomEmail
+              : customEmail?.message || '',
+            customEmailTemplate,
+          ),
+          role: recipient.role,
+          selfSigner,
+        });
+
+        const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
+
+        const emailSubject = selfSigner
+          ? `Please ${actionVerb.toLowerCase()} your document`
+          : `Please ${actionVerb.toLowerCase()} this document`;
+
+        await prisma.$transaction(
+          async (tx) => {
+            await mailer.sendMail({
+              to: {
+                address: email,
+                name,
               },
-            }),
-          });
-        },
-        { timeout: 30_000 },
-      );
-    }),
+              from: {
+                name: FROM_NAME,
+                address: FROM_ADDRESS,
+              },
+              subject: customEmail?.subject
+                ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
+                : emailSubject,
+              html: render(template),
+              text: render(template, { plainText: true }),
+            });
+
+            await tx.recipient.update({
+              where: {
+                id: recipient.id,
+              },
+              data: {
+                sendStatus: SendStatus.SENT,
+              },
+            });
+
+            await tx.documentAuditLog.create({
+              data: createDocumentAuditLogData({
+                type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
+                documentId: document.id,
+                user,
+                requestMetadata,
+                data: {
+                  emailType: recipientEmailType,
+                  recipientEmail: recipient.email,
+                  recipientName: recipient.name,
+                  recipientRole: recipient.role,
+                  recipientId: recipient.id,
+                  isResending: false,
+                },
+              }),
+            });
+          },
+          { timeout: 30_000 },
+        );
+      }),
+    );
+  }
+
+  const allRecipientsHaveNoActionToTake = document.Recipient.every(
+    (recipient) => recipient.role === RecipientRole.CC,
   );
 
+  if (allRecipientsHaveNoActionToTake) {
+    const updatedDocument = await updateDocument({
+      documentId,
+      userId,
+      teamId,
+      data: { status: DocumentStatus.COMPLETED },
+    });
+
+    await sealDocument({ documentId: updatedDocument.id, requestMetadata });
+
+    // Keep the return type the same for the `sendDocument` method
+    return await prisma.document.findFirstOrThrow({
+      where: {
+        id: documentId,
+      },
+      include: {
+        Recipient: true,
+      },
+    });
+  }
+
   const updatedDocument = await prisma.$transaction(async (tx) => {
     if (document.status === DocumentStatus.DRAFT) {
       await tx.documentAuditLog.create({

packages/lib/server-only/document/super-delete-document.ts

@@ -0,0 +1,85 @@
+'use server';
+
+import { createElement } from 'react';
+
+import { mailer } from '@documenso/email/mailer';
+import { render } from '@documenso/email/render';
+import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus } from '@documenso/prisma/client';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { FROM_ADDRESS, FROM_NAME } from '../../constants/email';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+
+export type SuperDeleteDocumentOptions = {
+  id: number;
+  requestMetadata?: RequestMetadata;
+};
+
+export const superDeleteDocument = async ({ id, requestMetadata }: SuperDeleteDocumentOptions) => {
+  const document = await prisma.document.findUnique({
+    where: {
+      id,
+    },
+    include: {
+      Recipient: true,
+      documentMeta: true,
+      User: true,
+    },
+  });
+
+  if (!document) {
+    throw new Error('Document not found');
+  }
+
+  const { status, User: user } = document;
+
+  // if the document is pending, send cancellation emails to all recipients
+  if (status === DocumentStatus.PENDING && document.Recipient.length > 0) {
+    await Promise.all(
+      document.Recipient.map(async (recipient) => {
+        const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+        const template = createElement(DocumentCancelTemplate, {
+          documentName: document.title,
+          inviterName: user.name || undefined,
+          inviterEmail: user.email,
+          assetBaseUrl,
+        });
+
+        await mailer.sendMail({
+          to: {
+            address: recipient.email,
+            name: recipient.name,
+          },
+          from: {
+            name: FROM_NAME,
+            address: FROM_ADDRESS,
+          },
+          subject: 'Document Cancelled',
+          html: render(template),
+          text: render(template, { plainText: true }),
+        });
+      }),
+    );
+  }
+
+  // always hard delete if deleted from admin
+  return await prisma.$transaction(async (tx) => {
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        documentId: id,
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
+        user,
+        requestMetadata,
+        data: {
+          type: 'HARD',
+        },
+      }),
+    });
+
+    return await tx.document.delete({ where: { id } });
+  });
+};

packages/lib/server-only/document/update-document-settings.ts

@@ -0,0 +1,178 @@
+'use server';
+
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import type { CreateDocumentAuditLogDataResponse } from '@documenso/lib/utils/document-audit-logs';
+import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
+import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
+
+export type UpdateDocumentSettingsOptions = {
+  userId: number;
+  teamId?: number;
+  documentId: number;
+  data: {
+    title?: string;
+    globalAccessAuth?: TDocumentAccessAuthTypes | null;
+    globalActionAuth?: TDocumentActionAuthTypes | null;
+  };
+  requestMetadata?: RequestMetadata;
+};
+
+export const updateDocumentSettings = async ({
+  userId,
+  teamId,
+  documentId,
+  data,
+  requestMetadata,
+}: UpdateDocumentSettingsOptions) => {
+  if (!data.title && !data.globalAccessAuth && !data.globalActionAuth) {
+    throw new AppError(AppErrorCode.INVALID_BODY, 'Missing data to update');
+  }
+
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+  });
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
+    },
+  });
+
+  const { documentAuthOption } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  const documentGlobalAccessAuth = documentAuthOption?.globalAccessAuth ?? null;
+  const documentGlobalActionAuth = documentAuthOption?.globalActionAuth ?? null;
+
+  // If the new global auth values aren't passed in, fallback to the current document values.
+  const newGlobalAccessAuth =
+    data?.globalAccessAuth === undefined ? documentGlobalAccessAuth : data.globalAccessAuth;
+  const newGlobalActionAuth =
+    data?.globalActionAuth === undefined ? documentGlobalActionAuth : data.globalActionAuth;
+
+  // Check if user has permission to set the global action auth.
+  if (newGlobalActionAuth) {
+    const isDocumentEnterprise = await isUserEnterprise({
+      userId,
+      teamId,
+    });
+
+    if (!isDocumentEnterprise) {
+      throw new AppError(
+        AppErrorCode.UNAUTHORIZED,
+        'You do not have permission to set the action auth',
+      );
+    }
+  }
+
+  const isTitleSame = data.title === document.title;
+  const isGlobalAccessSame = documentGlobalAccessAuth === newGlobalAccessAuth;
+  const isGlobalActionSame = documentGlobalActionAuth === newGlobalActionAuth;
+
+  const auditLogs: CreateDocumentAuditLogDataResponse[] = [];
+
+  if (!isTitleSame && document.status !== DocumentStatus.DRAFT) {
+    throw new AppError(
+      AppErrorCode.INVALID_BODY,
+      'You cannot update the title if the document has been sent',
+    );
+  }
+
+  if (!isTitleSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_TITLE_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: document.title,
+          to: data.title || '',
+        },
+      }),
+    );
+  }
+
+  if (!isGlobalAccessSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: documentGlobalAccessAuth,
+          to: newGlobalAccessAuth,
+        },
+      }),
+    );
+  }
+
+  if (!isGlobalActionSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: documentGlobalActionAuth,
+          to: newGlobalActionAuth,
+        },
+      }),
+    );
+  }
+
+  // Early return if nothing is required.
+  if (auditLogs.length === 0) {
+    return document;
+  }
+
+  return await prisma.$transaction(async (tx) => {
+    const authOptions = createDocumentAuthOptions({
+      globalAccessAuth: newGlobalAccessAuth,
+      globalActionAuth: newGlobalActionAuth,
+    });
+
+    const updatedDocument = await tx.document.update({
+      where: {
+        id: documentId,
+      },
+      data: {
+        title: data.title,
+        authOptions,
+      },
+    });
+
+    await tx.documentAuditLog.createMany({
+      data: auditLogs,
+    });
+
+    return updatedDocument;
+  });
+};

packages/lib/server-only/document/viewed-document.ts

@@ -5,15 +5,21 @@ import { prisma } from '@documenso/prisma';
 import { ReadStatus } from '@documenso/prisma/client';
 import { WebhookTriggerEvents } from '@documenso/prisma/client';
 
+import type { TDocumentAccessAuthTypes } from '../../types/document-auth';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 import { getDocumentAndRecipientByToken } from './get-document-by-token';
 
 export type ViewedDocumentOptions = {
   token: string;
+  recipientAccessAuth?: TDocumentAccessAuthTypes | null;
   requestMetadata?: RequestMetadata;
 };
 
-export const viewedDocument = async ({ token, requestMetadata }: ViewedDocumentOptions) => {
+export const viewedDocument = async ({
+  token,
+  recipientAccessAuth,
+  requestMetadata,
+}: ViewedDocumentOptions) => {
   const recipient = await prisma.recipient.findFirst({
     where: {
       token,
@@ -51,12 +57,13 @@ export const viewedDocument = async ({ token, requestMetadata }: ViewedDocumentO
           recipientId: recipient.id,
           recipientName: recipient.name,
           recipientRole: recipient.role,
+          accessAuth: recipientAccessAuth || undefined,
         },
       }),
     });
   });
 
-  const document = await getDocumentAndRecipientByToken({ token });
+  const document = await getDocumentAndRecipientByToken({ token, requireAccessAuth: false });
 
   await triggerWebhook({
     event: WebhookTriggerEvents.DOCUMENT_OPENED,

packages/lib/server-only/field/get-completed-fields-for-document.ts

@@ -0,0 +1,29 @@
+import { prisma } from '@documenso/prisma';
+import { SigningStatus } from '@documenso/prisma/client';
+
+export type GetCompletedFieldsForDocumentOptions = {
+  documentId: number;
+};
+
+export const getCompletedFieldsForDocument = async ({
+  documentId,
+}: GetCompletedFieldsForDocumentOptions) => {
+  return await prisma.field.findMany({
+    where: {
+      documentId,
+      Recipient: {
+        signingStatus: SigningStatus.SIGNED,
+      },
+      inserted: true,
+    },
+    include: {
+      Signature: true,
+      Recipient: {
+        select: {
+          name: true,
+          email: true,
+        },
+      },
+    },
+  });
+};

packages/lib/server-only/field/get-completed-fields-for-token.ts

@@ -0,0 +1,33 @@
+import { prisma } from '@documenso/prisma';
+import { SigningStatus } from '@documenso/prisma/client';
+
+export type GetCompletedFieldsForTokenOptions = {
+  token: string;
+};
+
+export const getCompletedFieldsForToken = async ({ token }: GetCompletedFieldsForTokenOptions) => {
+  return await prisma.field.findMany({
+    where: {
+      Document: {
+        Recipient: {
+          some: {
+            token,
+          },
+        },
+      },
+      Recipient: {
+        signingStatus: SigningStatus.SIGNED,
+      },
+      inserted: true,
+    },
+    include: {
+      Signature: true,
+      Recipient: {
+        select: {
+          name: true,
+          email: true,
+        },
+      },
+    },
+  });
+};

packages/lib/server-only/field/remove-signed-field-with-token.ts

@@ -36,8 +36,8 @@ export const removeSignedFieldWithToken = async ({
     throw new Error(`Document not found for field ${field.id}`);
   }
 
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has already been completed`);
+  if (document.status !== DocumentStatus.PENDING) {
+    throw new Error(`Document ${document.id} must be pending`);
   }
 
   if (recipient?.signingStatus === SigningStatus.SIGNED) {

packages/lib/server-only/field/set-fields-for-document.ts

@@ -5,7 +5,7 @@ import {
   diffFieldChanges,
 } from '@documenso/lib/utils/document-audit-logs';
 import { prisma } from '@documenso/prisma';
-import type { FieldType } from '@documenso/prisma/client';
+import type { Field, FieldType } from '@documenso/prisma/client';
 import { SendStatus, SigningStatus } from '@documenso/prisma/client';
 
 export interface SetFieldsForDocumentOptions {
@@ -29,7 +29,7 @@ export const setFieldsForDocument = async ({
   documentId,
   fields,
   requestMetadata,
-}: SetFieldsForDocumentOptions) => {
+}: SetFieldsForDocumentOptions): Promise<Field[]> => {
   const document = await prisma.document.findFirst({
     where: {
       id: documentId,
@@ -99,7 +99,7 @@ export const setFieldsForDocument = async ({
     });
 
   const persistedFields = await prisma.$transaction(async (tx) => {
-    await Promise.all(
+    return await Promise.all(
       linkedFields.map(async (field) => {
         const fieldSignerEmail = field.signerEmail.toLowerCase();
 
@@ -218,5 +218,13 @@ export const setFieldsForDocument = async ({
     });
   }
 
-  return persistedFields;
+  // Filter out fields that have been removed or have been updated.
+  const filteredFields = existingFields.filter((field) => {
+    const isRemoved = removedFields.find((removedField) => removedField.id === field.id);
+    const isUpdated = persistedFields.find((persistedField) => persistedField.id === field.id);
+
+    return !isRemoved && !isUpdated;
+  });
+
+  return [...filteredFields, ...persistedFields];
 };

packages/lib/server-only/field/set-fields-for-template.ts

@@ -1,22 +1,19 @@
 import { prisma } from '@documenso/prisma';
 import type { FieldType } from '@documenso/prisma/client';
 
-export type Field = {
-  id?: number | null;
-  type: FieldType;
-  signerEmail: string;
-  signerId?: number;
-  pageNumber: number;
-  pageX: number;
-  pageY: number;
-  pageWidth: number;
-  pageHeight: number;
-};
-
 export type SetFieldsForTemplateOptions = {
   userId: number;
   templateId: number;
-  fields: Field[];
+  fields: {
+    id?: number | null;
+    type: FieldType;
+    signerEmail: string;
+    pageNumber: number;
+    pageX: number;
+    pageY: number;
+    pageWidth: number;
+    pageHeight: number;
+  }[];
 };
 
 export const setFieldsForTemplate = async ({
@@ -58,11 +55,7 @@ export const setFieldsForTemplate = async ({
   });
 
   const removedFields = existingFields.filter(
-    (existingField) =>
-      !fields.find(
-        (field) =>
-          field.id === existingField.id || field.signerEmail === existingField.Recipient?.email,
-      ),
+    (existingField) => !fields.find((field) => field.id === existingField.id),
   );
 
   const linkedFields = fields.map((field) => {
@@ -127,5 +120,13 @@ export const setFieldsForTemplate = async ({
     });
   }
 
-  return persistedFields;
+  // Filter out fields that have been removed or have been updated.
+  const filteredFields = existingFields.filter((field) => {
+    const isRemoved = removedFields.find((removedField) => removedField.id === field.id);
+    const isUpdated = persistedFields.find((persistedField) => persistedField.id === field.id);
+
+    return !isRemoved && !isUpdated;
+  });
+
+  return [...filteredFields, ...persistedFields];
 };

packages/lib/server-only/field/sign-field-with-token.ts

@@ -8,15 +8,21 @@ import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/clie
 
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '../../constants/date-formats';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '../../constants/time-zones';
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import type { TRecipientActionAuth } from '../../types/document-auth';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
+import { isRecipientAuthorized } from '../document/is-recipient-authorized';
 
 export type SignFieldWithTokenOptions = {
   token: string;
   fieldId: number;
   value: string;
   isBase64?: boolean;
+  userId?: number;
+  authOptions?: TRecipientActionAuth;
   requestMetadata?: RequestMetadata;
 };
 
@@ -25,6 +31,8 @@ export const signFieldWithToken = async ({
   fieldId,
   value,
   isBase64,
+  userId,
+  authOptions,
   requestMetadata,
 }: SignFieldWithTokenOptions) => {
   const field = await prisma.field.findFirstOrThrow({
@@ -50,14 +58,14 @@ export const signFieldWithToken = async ({
     throw new Error(`Recipient not found for field ${field.id}`);
   }
 
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has already been completed`);
-  }
-
   if (document.deletedAt) {
     throw new Error(`Document ${document.id} has been deleted`);
   }
 
+  if (document.status !== DocumentStatus.PENDING) {
+    throw new Error(`Document ${document.id} must be pending for signing`);
+  }
+
   if (recipient?.signingStatus === SigningStatus.SIGNED) {
     throw new Error(`Recipient ${recipient.id} has already signed`);
   }
@@ -71,6 +79,33 @@ export const signFieldWithToken = async ({
     throw new Error(`Field ${fieldId} has no recipientId`);
   }
 
+  let { derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  // Override all non-signature fields to not require any auth.
+  if (field.type !== FieldType.SIGNATURE) {
+    derivedRecipientActionAuth = null;
+  }
+
+  let isValid = true;
+
+  // Only require auth on signature fields for now.
+  if (field.type === FieldType.SIGNATURE) {
+    isValid = await isRecipientAuthorized({
+      type: 'ACTION',
+      document: document,
+      recipient: recipient,
+      userId,
+      authOptions,
+    });
+  }
+
+  if (!isValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
+  }
+
   const documentMeta = await prisma.documentMeta.findFirst({
     where: {
       documentId: document.id,
@@ -158,9 +193,11 @@ export const signFieldWithToken = async ({
               data: updatedField.customText,
             }))
             .exhaustive(),
-          fieldSecurity: {
-            type: 'NONE',
-          },
+          fieldSecurity: derivedRecipientActionAuth
+            ? {
+                type: derivedRecipientActionAuth,
+              }
+            : undefined,
         },
       }),
     });

packages/lib/server-only/field/update-field.ts

@@ -1,8 +1,9 @@
 import { prisma } from '@documenso/prisma';
 import type { FieldType, Team } from '@documenso/prisma/client';
 
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
-import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { createDocumentAuditLogData, diffFieldChanges } from '../../utils/document-audit-logs';
 
 export type UpdateFieldOptions = {
   fieldId: number;
@@ -33,7 +34,7 @@ export const updateField = async ({
   pageHeight,
   requestMetadata,
 }: UpdateFieldOptions) => {
-  const field = await prisma.field.update({
+  const oldField = await prisma.field.findFirstOrThrow({
     where: {
       id: fieldId,
       Document: {
@@ -55,23 +56,49 @@ export const updateField = async ({
             }),
       },
     },
-    data: {
-      recipientId,
-      type,
-      page: pageNumber,
-      positionX: pageX,
-      positionY: pageY,
-      width: pageWidth,
-      height: pageHeight,
-    },
-    include: {
-      Recipient: true,
-    },
   });
 
-  if (!field) {
-    throw new Error('Field not found');
-  }
+  const field = prisma.$transaction(async (tx) => {
+    const updatedField = await tx.field.update({
+      where: {
+        id: fieldId,
+      },
+      data: {
+        recipientId,
+        type,
+        page: pageNumber,
+        positionX: pageX,
+        positionY: pageY,
+        width: pageWidth,
+        height: pageHeight,
+      },
+      include: {
+        Recipient: true,
+      },
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED,
+        documentId,
+        user: {
+          id: team?.id ?? user.id,
+          email: team?.name ?? user.email,
+          name: team ? '' : user.name,
+        },
+        data: {
+          fieldId: updatedField.secondaryId,
+          fieldRecipientEmail: updatedField.Recipient?.email ?? '',
+          fieldRecipientId: recipientId ?? -1,
+          fieldType: updatedField.type,
+          changes: diffFieldChanges(oldField, updatedField),
+        },
+        requestMetadata,
+      }),
+    });
+
+    return updatedField;
+  });
 
   const user = await prisma.user.findFirstOrThrow({
     where: {
@@ -99,24 +126,5 @@ export const updateField = async ({
     });
   }
 
-  await prisma.documentAuditLog.create({
-    data: createDocumentAuditLogData({
-      type: 'FIELD_UPDATED',
-      documentId,
-      user: {
-        id: team?.id ?? user.id,
-        email: team?.name ?? user.email,
-        name: team ? '' : user.name,
-      },
-      data: {
-        fieldId: field.secondaryId,
-        fieldRecipientEmail: field.Recipient?.email ?? '',
-        fieldRecipientId: recipientId ?? -1,
-        fieldType: field.type,
-      },
-      requestMetadata,
-    }),
-  });
-
   return field;
 };

packages/lib/server-only/htmltopdf/get-certificate-pdf.ts

@@ -0,0 +1,48 @@
+import { DateTime } from 'luxon';
+import type { Browser } from 'playwright';
+import { chromium } from 'playwright';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { encryptSecondaryData } from '../crypto/encrypt';
+
+export type GetCertificatePdfOptions = {
+  documentId: number;
+};
+
+export const getCertificatePdf = async ({ documentId }: GetCertificatePdfOptions) => {
+  const encryptedId = encryptSecondaryData({
+    data: documentId.toString(),
+    expiresAt: DateTime.now().plus({ minutes: 5 }).toJSDate().valueOf(),
+  });
+
+  let browser: Browser;
+
+  if (process.env.NEXT_PRIVATE_BROWSERLESS_URL) {
+    // !: Use CDP rather than the default `connect` method to avoid coupling to the playwright version.
+    // !: Previously we would have to keep the playwright version in sync with the browserless version to avoid errors.
+    browser = await chromium.connectOverCDP(process.env.NEXT_PRIVATE_BROWSERLESS_URL);
+  } else {
+    browser = await chromium.launch();
+  }
+
+  if (!browser) {
+    throw new Error(
+      'Failed to establish a browser, please ensure you have either a Browserless.io url or chromium browser installed',
+    );
+  }
+
+  const page = await browser.newPage();
+
+  await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/__htmltopdf/certificate?d=${encryptedId}`, {
+    waitUntil: 'networkidle',
+    timeout: 10_000,
+  });
+
+  const result = await page.pdf({
+    format: 'A4',
+  });
+
+  void browser.close();
+
+  return result;
+};

packages/lib/server-only/pdf/flatten-annotations.ts

@@ -0,0 +1,63 @@
+import { PDFAnnotation, PDFRef } from 'pdf-lib';
+import {
+  PDFDict,
+  type PDFDocument,
+  PDFName,
+  drawObject,
+  popGraphicsState,
+  pushGraphicsState,
+  rotateInPlace,
+  translate,
+} from 'pdf-lib';
+
+export const flattenAnnotations = (document: PDFDocument) => {
+  const pages = document.getPages();
+
+  for (const page of pages) {
+    const annotations = page.node.Annots()?.asArray() ?? [];
+
+    annotations.forEach((annotation) => {
+      if (!(annotation instanceof PDFRef)) {
+        return;
+      }
+
+      const actualAnnotation = page.node.context.lookup(annotation);
+
+      if (!(actualAnnotation instanceof PDFDict)) {
+        return;
+      }
+
+      const pdfAnnot = PDFAnnotation.fromDict(actualAnnotation);
+
+      const appearance = pdfAnnot.ensureAP();
+
+      // Skip annotations without a normal appearance
+      if (!appearance.has(PDFName.of('N'))) {
+        return;
+      }
+
+      const normalAppearance = pdfAnnot.getNormalAppearance();
+      const rectangle = pdfAnnot.getRectangle();
+
+      if (!(normalAppearance instanceof PDFRef)) {
+        // Not sure how to get the reference to the normal appearance yet
+        // so we should skip this annotation for now
+        return;
+      }
+
+      const xobj = page.node.newXObject('FlatAnnot', normalAppearance);
+
+      const operators = [
+        pushGraphicsState(),
+        translate(rectangle.x, rectangle.y),
+        ...rotateInPlace({ ...rectangle, rotation: 0 }),
+        drawObject(xobj),
+        popGraphicsState(),
+      ].filter((op) => !!op);
+
+      page.pushOperators(...operators);
+
+      page.node.removeAnnot(annotation);
+    });
+  }
+};

packages/lib/server-only/pdf/flatten-form.ts

@@ -0,0 +1,112 @@
+import type { PDFField, PDFWidgetAnnotation } from 'pdf-lib';
+import { PDFCheckBox, PDFRadioGroup, PDFRef } from 'pdf-lib';
+import {
+  PDFDict,
+  type PDFDocument,
+  PDFName,
+  drawObject,
+  popGraphicsState,
+  pushGraphicsState,
+  rotateInPlace,
+  translate,
+} from 'pdf-lib';
+
+export const flattenForm = (document: PDFDocument) => {
+  const form = document.getForm();
+
+  form.updateFieldAppearances();
+
+  for (const field of form.getFields()) {
+    for (const widget of field.acroField.getWidgets()) {
+      flattenWidget(document, field, widget);
+    }
+
+    try {
+      form.removeField(field);
+    } catch (error) {
+      console.error(error);
+    }
+  }
+};
+
+const getPageForWidget = (document: PDFDocument, widget: PDFWidgetAnnotation) => {
+  const pageRef = widget.P();
+
+  let page = document.getPages().find((page) => page.ref === pageRef);
+
+  if (!page) {
+    const widgetRef = document.context.getObjectRef(widget.dict);
+
+    if (!widgetRef) {
+      return null;
+    }
+
+    page = document.findPageForAnnotationRef(widgetRef);
+
+    if (!page) {
+      return null;
+    }
+  }
+
+  return page;
+};
+
+const getAppearanceRefForWidget = (field: PDFField, widget: PDFWidgetAnnotation) => {
+  try {
+    const normalAppearance = widget.getNormalAppearance();
+    let normalAppearanceRef: PDFRef | null = null;
+
+    if (normalAppearance instanceof PDFRef) {
+      normalAppearanceRef = normalAppearance;
+    }
+
+    if (
+      normalAppearance instanceof PDFDict &&
+      (field instanceof PDFCheckBox || field instanceof PDFRadioGroup)
+    ) {
+      const value = field.acroField.getValue();
+      const ref = normalAppearance.get(value) ?? normalAppearance.get(PDFName.of('Off'));
+
+      if (ref instanceof PDFRef) {
+        normalAppearanceRef = ref;
+      }
+    }
+
+    return normalAppearanceRef;
+  } catch (error) {
+    console.error(error);
+
+    return null;
+  }
+};
+
+const flattenWidget = (document: PDFDocument, field: PDFField, widget: PDFWidgetAnnotation) => {
+  try {
+    const page = getPageForWidget(document, widget);
+
+    if (!page) {
+      return;
+    }
+
+    const appearanceRef = getAppearanceRefForWidget(field, widget);
+
+    if (!appearanceRef) {
+      return;
+    }
+
+    const xObjectKey = page.node.newXObject('FlatWidget', appearanceRef);
+
+    const rectangle = widget.getRectangle();
+    const operators = [
+      pushGraphicsState(),
+      translate(rectangle.x, rectangle.y),
+      ...rotateInPlace({ ...rectangle, rotation: 0 }),
+      drawObject(xObjectKey),
+      popGraphicsState(),
+    ].filter((op) => !!op);
+
+    page.pushOperators(...operators);
+  } catch (error) {
+    console.error(error);
+  }
+};

packages/lib/server-only/pdf/insert-field-in-pdf.ts

@@ -1,6 +1,6 @@
 // https://github.com/Hopding/pdf-lib/issues/20#issuecomment-412852821
 import fontkit from '@pdf-lib/fontkit';
-import { PDFDocument, StandardFonts } from 'pdf-lib';
+import { PDFDocument } from 'pdf-lib';
 
 import {
   DEFAULT_HANDWRITING_FONT_SIZE,
@@ -17,6 +17,10 @@ export const insertFieldInPDF = async (pdf: PDFDocument, field: FieldWithSignatu
     res.arrayBuffer(),
   );
 
+  const fontNoto = await fetch(process.env.FONT_NOTO_SANS_URI).then(async (res) =>
+    res.arrayBuffer(),
+  );
+
   const isSignatureField = isSignatureFieldType(field.type);
 
   pdf.registerFontkit(fontkit);
@@ -41,7 +45,7 @@ export const insertFieldInPDF = async (pdf: PDFDocument, field: FieldWithSignatu
   const fieldX = pageWidth * (Number(field.positionX) / 100);
   const fieldY = pageHeight * (Number(field.positionY) / 100);
 
-  const font = await pdf.embedFont(isSignatureField ? fontCaveat : StandardFonts.Helvetica);
+  const font = await pdf.embedFont(isSignatureField ? fontCaveat : fontNoto);
 
   if (field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE) {
     await pdf.embedFont(fontCaveat);

packages/lib/server-only/pdf/insert-form-values-in-pdf.ts

@@ -0,0 +1,54 @@
+import { PDFCheckBox, PDFDocument, PDFDropdown, PDFRadioGroup, PDFTextField } from 'pdf-lib';
+
+export type InsertFormValuesInPdfOptions = {
+  pdf: Buffer;
+  formValues: Record<string, string | boolean | number>;
+};
+
+export const insertFormValuesInPdf = async ({ pdf, formValues }: InsertFormValuesInPdfOptions) => {
+  const doc = await PDFDocument.load(pdf);
+
+  const form = doc.getForm();
+
+  if (!form) {
+    return pdf;
+  }
+
+  for (const [key, value] of Object.entries(formValues)) {
+    try {
+      const field = form.getField(key);
+
+      if (!field) {
+        continue;
+      }
+
+      if (typeof value === 'boolean' && field instanceof PDFCheckBox) {
+        if (value) {
+          field.check();
+        } else {
+          field.uncheck();
+        }
+      }
+
+      if (field instanceof PDFTextField) {
+        field.setText(value.toString());
+      }
+
+      if (field instanceof PDFDropdown) {
+        field.select(value.toString());
+      }
+
+      if (field instanceof PDFRadioGroup) {
+        field.select(value.toString());
+      }
+    } catch (err) {
+      if (err instanceof Error) {
+        console.error(`Error setting value for field ${key}: ${err.message}`);
+      } else {
+        console.error(`Error setting value for field ${key}`);
+      }
+    }
+  }
+
+  return await doc.save().then((buf) => Buffer.from(buf));
+};

packages/lib/server-only/pdf/normalize-signature-appearances.ts

@@ -0,0 +1,26 @@
+import type { PDFDocument } from 'pdf-lib';
+import { PDFSignature, rectangle } from 'pdf-lib';
+
+export const normalizeSignatureAppearances = (document: PDFDocument) => {
+  const form = document.getForm();
+
+  for (const field of form.getFields()) {
+    if (field instanceof PDFSignature) {
+      field.acroField.getWidgets().forEach((widget) => {
+        widget.ensureAP();
+
+        try {
+          widget.getNormalAppearance();
+        } catch {
+          const { context } = widget.dict;
+
+          const xobj = context.formXObject([rectangle(0, 0, 0, 0)]);
+
+          const streamRef = context.register(xobj);
+
+          widget.setNormalAppearance(streamRef);
+        }
+      });
+    }
+  }
+};

packages/lib/server-only/public-api/get-all-team-tokens.ts

@@ -1,3 +1,4 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { prisma } from '@documenso/prisma';
 import { TeamMemberRole } from '@documenso/prisma/client';
 
@@ -6,6 +7,8 @@ export type GetUserTokensOptions = {
   teamId: number;
 };
 
+export type GetTeamTokensResponse = Awaited<ReturnType<typeof getTeamTokens>>;
+
 export const getTeamTokens = async ({ userId, teamId }: GetUserTokensOptions) => {
   const teamMember = await prisma.teamMember.findFirst({
     where: {
@@ -15,7 +18,10 @@ export const getTeamTokens = async ({ userId, teamId }: GetUserTokensOptions) =>
   });
 
   if (teamMember?.role !== TeamMemberRole.ADMIN) {
-    throw new Error('You do not have permission to view tokens for this team');
+    throw new AppError(
+      AppErrorCode.UNAUTHORIZED,
+      'You do not have the required permissions to view this page.',
+    );
   }
 
   return await prisma.apiToken.findMany({

packages/lib/server-only/recipient/set-recipients-for-document.ts

@@ -1,14 +1,23 @@
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import {
+  type TRecipientActionAuthTypes,
+  ZRecipientAuthOptionsSchema,
+} from '@documenso/lib/types/document-auth';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { nanoid } from '@documenso/lib/universal/id';
 import {
   createDocumentAuditLogData,
   diffRecipientChanges,
 } from '@documenso/lib/utils/document-audit-logs';
+import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
 import { prisma } from '@documenso/prisma';
+import type { Recipient } from '@documenso/prisma/client';
 import { RecipientRole } from '@documenso/prisma/client';
 import { SendStatus, SigningStatus } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
+
 export interface SetRecipientsForDocumentOptions {
   userId: number;
   teamId?: number;
@@ -18,6 +27,7 @@ export interface SetRecipientsForDocumentOptions {
     email: string;
     name: string;
     role: RecipientRole;
+    actionAuth?: TRecipientActionAuthTypes | null;
   }[];
   requestMetadata?: RequestMetadata;
 }
@@ -28,7 +38,7 @@ export const setRecipientsForDocument = async ({
   documentId,
   recipients,
   requestMetadata,
-}: SetRecipientsForDocumentOptions) => {
+}: SetRecipientsForDocumentOptions): Promise<Recipient[]> => {
   const document = await prisma.document.findFirst({
     where: {
       id: documentId,
@@ -69,6 +79,23 @@ export const setRecipientsForDocument = async ({
     throw new Error('Document already complete');
   }
 
+  const recipientsHaveActionAuth = recipients.some((recipient) => recipient.actionAuth);
+
+  // Check if user has permission to set the global action auth.
+  if (recipientsHaveActionAuth) {
+    const isDocumentEnterprise = await isUserEnterprise({
+      userId,
+      teamId,
+    });
+
+    if (!isDocumentEnterprise) {
+      throw new AppError(
+        AppErrorCode.UNAUTHORIZED,
+        'You do not have permission to set the action auth',
+      );
+    }
+  }
+
   const normalizedRecipients = recipients.map((recipient) => ({
     ...recipient,
     email: recipient.email.toLowerCase(),
@@ -111,6 +138,15 @@ export const setRecipientsForDocument = async ({
   const persistedRecipients = await prisma.$transaction(async (tx) => {
     return await Promise.all(
       linkedRecipients.map(async (recipient) => {
+        let authOptions = ZRecipientAuthOptionsSchema.parse(recipient._persisted?.authOptions);
+
+        if (recipient.actionAuth !== undefined) {
+          authOptions = createRecipientAuthOptions({
+            accessAuth: authOptions.accessAuth,
+            actionAuth: recipient.actionAuth,
+          });
+        }
+
         const upsertedRecipient = await tx.recipient.upsert({
           where: {
             id: recipient._persisted?.id ?? -1,
@@ -124,6 +160,7 @@ export const setRecipientsForDocument = async ({
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus:
               recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+            authOptions,
           },
           create: {
             name: recipient.name,
@@ -134,6 +171,7 @@ export const setRecipientsForDocument = async ({
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus:
               recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+            authOptions,
           },
         });
 
@@ -187,7 +225,10 @@ export const setRecipientsForDocument = async ({
               documentId: documentId,
               user,
               requestMetadata,
-              data: baseAuditLog,
+              data: {
+                ...baseAuditLog,
+                actionAuth: recipient.actionAuth || undefined,
+              },
             }),
           });
         }
@@ -226,5 +267,17 @@ export const setRecipientsForDocument = async ({
     });
   }
 
-  return persistedRecipients;
+  // Filter out recipients that have been removed or have been updated.
+  const filteredRecipients: Recipient[] = existingRecipients.filter((recipient) => {
+    const isRemoved = removedRecipients.find(
+      (removedRecipient) => removedRecipient.id === recipient.id,
+    );
+    const isUpdated = persistedRecipients.find(
+      (persistedRecipient) => persistedRecipient.id === recipient.id,
+    );
+
+    return !isRemoved && !isUpdated;
+  });
+
+  return [...filteredRecipients, ...persistedRecipients];
 };

packages/lib/server-only/recipient/set-recipients-for-template.ts

@@ -1,21 +1,32 @@
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { prisma } from '@documenso/prisma';
-import type { RecipientRole } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
+import { RecipientRole } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import {
+  type TRecipientActionAuthTypes,
+  ZRecipientAuthOptionsSchema,
+} from '../../types/document-auth';
 import { nanoid } from '../../universal/id';
+import { createRecipientAuthOptions } from '../../utils/document-auth';
 
 export type SetRecipientsForTemplateOptions = {
   userId: number;
+  teamId?: number;
   templateId: number;
   recipients: {
     id?: number;
     email: string;
     name: string;
     role: RecipientRole;
+    actionAuth?: TRecipientActionAuthTypes | null;
   }[];
 };
 
 export const setRecipientsForTemplate = async ({
   userId,
+  teamId,
   templateId,
   recipients,
 }: SetRecipientsForTemplateOptions) => {
@@ -43,6 +54,23 @@ export const setRecipientsForTemplate = async ({
     throw new Error('Template not found');
   }
 
+  const recipientsHaveActionAuth = recipients.some((recipient) => recipient.actionAuth);
+
+  // Check if user has permission to set the global action auth.
+  if (recipientsHaveActionAuth) {
+    const isDocumentEnterprise = await isUserEnterprise({
+      userId,
+      teamId,
+    });
+
+    if (!isDocumentEnterprise) {
+      throw new AppError(
+        AppErrorCode.UNAUTHORIZED,
+        'You do not have permission to set the action auth',
+      );
+    }
+  }
+
   const normalizedRecipients = recipients.map((recipient) => ({
     ...recipient,
     email: recipient.email.toLowerCase(),
@@ -74,31 +102,59 @@ export const setRecipientsForTemplate = async ({
     };
   });
 
-  const persistedRecipients = await prisma.$transaction(
-    // Disabling as wrapping promises here causes type issues
-    // eslint-disable-next-line @typescript-eslint/promise-function-async
-    linkedRecipients.map((recipient) =>
-      prisma.recipient.upsert({
-        where: {
-          id: recipient._persisted?.id ?? -1,
-          templateId,
-        },
-        update: {
-          name: recipient.name,
-          email: recipient.email,
-          role: recipient.role,
-          templateId,
-        },
-        create: {
-          name: recipient.name,
-          email: recipient.email,
-          role: recipient.role,
-          token: nanoid(),
-          templateId,
-        },
+  const persistedRecipients = await prisma.$transaction(async (tx) => {
+    return await Promise.all(
+      linkedRecipients.map(async (recipient) => {
+        let authOptions = ZRecipientAuthOptionsSchema.parse(recipient._persisted?.authOptions);
+
+        if (recipient.actionAuth !== undefined) {
+          authOptions = createRecipientAuthOptions({
+            accessAuth: authOptions.accessAuth,
+            actionAuth: recipient.actionAuth,
+          });
+        }
+
+        const upsertedRecipient = await tx.recipient.upsert({
+          where: {
+            id: recipient._persisted?.id ?? -1,
+            templateId,
+          },
+          update: {
+            name: recipient.name,
+            email: recipient.email,
+            role: recipient.role,
+            templateId,
+            authOptions,
+          },
+          create: {
+            name: recipient.name,
+            email: recipient.email,
+            role: recipient.role,
+            token: nanoid(),
+            templateId,
+            authOptions,
+          },
+        });
+
+        const recipientId = upsertedRecipient.id;
+
+        // Clear all fields if the recipient role is changed to a type that cannot have fields.
+        if (
+          recipient._persisted &&
+          recipient._persisted.role !== recipient.role &&
+          (recipient.role === RecipientRole.CC || recipient.role === RecipientRole.VIEWER)
+        ) {
+          await tx.field.deleteMany({
+            where: {
+              recipientId,
+            },
+          });
+        }
+
+        return upsertedRecipient;
       }),
-    ),
-  );
+    );
+  });
 
   if (removedRecipients.length > 0) {
     await prisma.recipient.deleteMany({
@@ -110,5 +166,17 @@ export const setRecipientsForTemplate = async ({
     });
   }
 
-  return persistedRecipients;
+  // Filter out recipients that have been removed or have been updated.
+  const filteredRecipients: Recipient[] = existingRecipients.filter((recipient) => {
+    const isRemoved = removedRecipients.find(
+      (removedRecipient) => removedRecipient.id === recipient.id,
+    );
+    const isUpdated = persistedRecipients.find(
+      (persistedRecipient) => persistedRecipient.id === recipient.id,
+    );
+
+    return !isRemoved && !isUpdated;
+  });
+
+  return [...filteredRecipients, ...persistedRecipients];
 };

packages/lib/server-only/template/create-document-from-template-legacy.ts

@@ -0,0 +1,144 @@
+import { nanoid } from '@documenso/lib/universal/id';
+import { prisma } from '@documenso/prisma';
+import type { RecipientRole } from '@documenso/prisma/client';
+
+export type CreateDocumentFromTemplateLegacyOptions = {
+  templateId: number;
+  userId: number;
+  teamId?: number;
+  recipients?: {
+    name?: string;
+    email: string;
+    role?: RecipientRole;
+  }[];
+};
+
+/**
+ * Legacy server function for /api/v1
+ */
+export const createDocumentFromTemplateLegacy = async ({
+  templateId,
+  userId,
+  teamId,
+  recipients,
+}: CreateDocumentFromTemplateLegacyOptions) => {
+  const template = await prisma.template.findUnique({
+    where: {
+      id: templateId,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
+    },
+    include: {
+      Recipient: true,
+      Field: true,
+      templateDocumentData: true,
+    },
+  });
+
+  if (!template) {
+    throw new Error('Template not found.');
+  }
+
+  const documentData = await prisma.documentData.create({
+    data: {
+      type: template.templateDocumentData.type,
+      data: template.templateDocumentData.data,
+      initialData: template.templateDocumentData.initialData,
+    },
+  });
+
+  const document = await prisma.document.create({
+    data: {
+      userId,
+      teamId: template.teamId,
+      title: template.title,
+      documentDataId: documentData.id,
+      Recipient: {
+        create: template.Recipient.map((recipient) => ({
+          email: recipient.email,
+          name: recipient.name,
+          role: recipient.role,
+          token: nanoid(),
+        })),
+      },
+    },
+
+    include: {
+      Recipient: {
+        orderBy: {
+          id: 'asc',
+        },
+      },
+      documentData: true,
+    },
+  });
+
+  await prisma.field.createMany({
+    data: template.Field.map((field) => {
+      const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
+
+      const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
+
+      if (!documentRecipient) {
+        throw new Error('Recipient not found.');
+      }
+
+      return {
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+        customText: field.customText,
+        inserted: field.inserted,
+        documentId: document.id,
+        recipientId: documentRecipient.id,
+      };
+    }),
+  });
+
+  if (recipients && recipients.length > 0) {
+    document.Recipient = await Promise.all(
+      recipients.map(async (recipient, index) => {
+        const existingRecipient = document.Recipient.at(index);
+
+        return await prisma.recipient.upsert({
+          where: {
+            documentId_email: {
+              documentId: document.id,
+              email: existingRecipient?.email ?? recipient.email,
+            },
+          },
+          update: {
+            name: recipient.name,
+            email: recipient.email,
+            role: recipient.role,
+          },
+          create: {
+            documentId: document.id,
+            email: recipient.email,
+            name: recipient.name,
+            role: recipient.role,
+            token: nanoid(),
+          },
+        });
+      }),
+    );
+  }
+
+  return document;
+};

packages/lib/server-only/template/create-document-from-template.ts

@@ -1,16 +1,52 @@
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
-import type { RecipientRole } from '@documenso/prisma/client';
+import type { Field } from '@documenso/prisma/client';
+import { type Recipient, WebhookTriggerEvents } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import { ZRecipientAuthOptionsSchema } from '../../types/document-auth';
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import {
+  createDocumentAuthOptions,
+  createRecipientAuthOptions,
+  extractDocumentAuthMethods,
+} from '../../utils/document-auth';
+import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
+
+type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role' | 'authOptions'> & {
+  templateRecipientId: number;
+  fields: Field[];
+};
+
+export type CreateDocumentFromTemplateResponse = Awaited<
+  ReturnType<typeof createDocumentFromTemplate>
+>;
 
 export type CreateDocumentFromTemplateOptions = {
   templateId: number;
   userId: number;
   teamId?: number;
-  recipients?: {
+  recipients: {
+    id: number;
     name?: string;
     email: string;
-    role?: RecipientRole;
   }[];
+
+  /**
+   * Values that will override the predefined values in the template.
+   */
+  override?: {
+    title?: string;
+    subject?: string;
+    message?: string;
+    timezone?: string;
+    password?: string;
+    dateFormat?: string;
+    redirectUrl?: string;
+  };
+  requestMetadata?: RequestMetadata;
 };
 
 export const createDocumentFromTemplate = async ({
@@ -18,7 +54,15 @@ export const createDocumentFromTemplate = async ({
   userId,
   teamId,
   recipients,
+  override,
+  requestMetadata,
 }: CreateDocumentFromTemplateOptions) => {
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+  });
+
   const template = await prisma.template.findUnique({
     where: {
       id: templateId,
@@ -39,16 +83,51 @@ export const createDocumentFromTemplate = async ({
           }),
     },
     include: {
-      Recipient: true,
-      Field: true,
+      Recipient: {
+        include: {
+          Field: true,
+        },
+      },
       templateDocumentData: true,
+      templateMeta: true,
     },
   });
 
   if (!template) {
-    throw new Error('Template not found.');
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Template not found');
   }
 
+  // Check that all the passed in recipient IDs can be associated with a template recipient.
+  recipients.forEach((recipient) => {
+    const foundRecipient = template.Recipient.find(
+      (templateRecipient) => templateRecipient.id === recipient.id,
+    );
+
+    if (!foundRecipient) {
+      throw new AppError(
+        AppErrorCode.INVALID_BODY,
+        `Recipient with ID ${recipient.id} not found in the template.`,
+      );
+    }
+  });
+
+  const { documentAuthOption: templateAuthOptions } = extractDocumentAuthMethods({
+    documentAuth: template.authOptions,
+  });
+
+  const finalRecipients: FinalRecipient[] = template.Recipient.map((templateRecipient) => {
+    const foundRecipient = recipients.find((recipient) => recipient.id === templateRecipient.id);
+
+    return {
+      templateRecipientId: templateRecipient.id,
+      fields: templateRecipient.Field,
+      name: foundRecipient ? foundRecipient.name ?? '' : templateRecipient.name,
+      email: foundRecipient ? foundRecipient.email : templateRecipient.email,
+      role: templateRecipient.role,
+      authOptions: templateRecipient.authOptions,
+    };
+  });
+
   const documentData = await prisma.documentData.create({
     data: {
       type: template.templateDocumentData.type,
@@ -57,80 +136,104 @@ export const createDocumentFromTemplate = async ({
     },
   });
 
-  const document = await prisma.document.create({
-    data: {
-      userId,
-      teamId: template.teamId,
-      title: template.title,
-      documentDataId: documentData.id,
-      Recipient: {
-        create: template.Recipient.map((recipient) => ({
-          email: recipient.email,
-          name: recipient.name,
-          role: recipient.role,
-          token: nanoid(),
-        })),
-      },
-    },
+  return await prisma.$transaction(async (tx) => {
+    const document = await tx.document.create({
+      data: {
+        userId,
+        teamId: template.teamId,
+        title: override?.title || template.title,
+        documentDataId: documentData.id,
+        authOptions: createDocumentAuthOptions({
+          globalAccessAuth: templateAuthOptions.globalAccessAuth,
+          globalActionAuth: templateAuthOptions.globalActionAuth,
+        }),
+        documentMeta: {
+          create: {
+            subject: override?.subject || template.templateMeta?.subject,
+            message: override?.message || template.templateMeta?.message,
+            timezone: override?.timezone || template.templateMeta?.timezone,
+            password: override?.password || template.templateMeta?.password,
+            dateFormat: override?.dateFormat || template.templateMeta?.dateFormat,
+            redirectUrl: override?.redirectUrl || template.templateMeta?.redirectUrl,
+          },
+        },
+        Recipient: {
+          createMany: {
+            data: finalRecipients.map((recipient) => {
+              const authOptions = ZRecipientAuthOptionsSchema.parse(recipient?.authOptions);
 
-    include: {
-      Recipient: {
-        orderBy: {
-          id: 'asc',
+              return {
+                email: recipient.email,
+                name: recipient.name,
+                role: recipient.role,
+                authOptions: createRecipientAuthOptions({
+                  accessAuth: authOptions.accessAuth,
+                  actionAuth: authOptions.actionAuth,
+                }),
+                token: nanoid(),
+              };
+            }),
+          },
         },
       },
-    },
-  });
+      include: {
+        Recipient: {
+          orderBy: {
+            id: 'asc',
+          },
+        },
+        documentData: true,
+      },
+    });
 
-  await prisma.field.createMany({
-    data: template.Field.map((field) => {
-      const recipient = template.Recipient.find((recipient) => recipient.id === field.recipientId);
+    let fieldsToCreate: Omit<Field, 'id' | 'secondaryId' | 'templateId'>[] = [];
 
-      const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
+    Object.values(finalRecipients).forEach(({ email, fields }) => {
+      const recipient = document.Recipient.find((recipient) => recipient.email === email);
 
-      return {
-        type: field.type,
-        page: field.page,
-        positionX: field.positionX,
-        positionY: field.positionY,
-        width: field.width,
-        height: field.height,
-        customText: field.customText,
-        inserted: field.inserted,
+      if (!recipient) {
+        throw new Error('Recipient not found.');
+      }
+
+      fieldsToCreate = fieldsToCreate.concat(
+        fields.map((field) => ({
+          documentId: document.id,
+          recipientId: recipient.id,
+          type: field.type,
+          page: field.page,
+          positionX: field.positionX,
+          positionY: field.positionY,
+          width: field.width,
+          height: field.height,
+          customText: '',
+          inserted: false,
+        })),
+      );
+    });
+
+    await tx.field.createMany({
+      data: fieldsToCreate,
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_CREATED,
         documentId: document.id,
-        recipientId: documentRecipient?.id || null,
-      };
-    }),
-  });
-
-  if (recipients && recipients.length > 0) {
-    document.Recipient = await Promise.all(
-      recipients.map(async (recipient, index) => {
-        const existingRecipient = document.Recipient.at(index);
-
-        return await prisma.recipient.upsert({
-          where: {
-            documentId_email: {
-              documentId: document.id,
-              email: existingRecipient?.email ?? recipient.email,
-            },
-          },
-          update: {
-            name: recipient.name,
-            email: recipient.email,
-            role: recipient.role,
-          },
-          create: {
-            documentId: document.id,
-            email: recipient.email,
-            name: recipient.name,
-            role: recipient.role,
-            token: nanoid(),
-          },
-        });
+        user,
+        requestMetadata,
+        data: {
+          title: document.title,
+        },
       }),
-    );
-  }
+    });
 
-  return document;
+    await triggerWebhook({
+      event: WebhookTriggerEvents.DOCUMENT_CREATED,
+      data: document,
+      userId,
+      teamId,
+    });
+
+    return document;
+  });
 };

packages/lib/server-only/template/duplicate-template.ts

@@ -81,6 +81,10 @@ export const duplicateTemplate = async ({
         (doc) => doc.email === recipient?.email,
       );
 
+      if (!duplicatedTemplateRecipient) {
+        throw new Error('Recipient not found.');
+      }
+
       return {
         type: field.type,
         page: field.page,
@@ -91,7 +95,7 @@ export const duplicateTemplate = async ({
         customText: field.customText,
         inserted: field.inserted,
         templateId: duplicatedTemplate.id,
-        recipientId: duplicatedTemplateRecipient?.id || null,
+        recipientId: duplicatedTemplateRecipient.id,
       };
     }),
   });