Merge branch 'main' into feat/mau

2025-11-20 03:32:14 +10:00 · 2025-01-29 00:30:43 +00:00
parent ff4ba71ef3 2f866c41b4
commit 413c3cbc6e
36 changed files with 1331 additions and 162 deletions
--- a/apps/documentation/pages/developers/webhooks.mdx
+++ b/apps/documentation/pages/developers/webhooks.mdx
@ -21,6 +21,7 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
 - `document.signed`
 - `document.completed`
 - `document.rejected`
+- `document.cancelled`

 ## Create a webhook subscription

@ -37,7 +38,7 @@ Clicking on the "**Create Webhook**" button opens a modal to create a new webhoo
 To create a new webhook subscription, you need to provide the following information:

 - Enter the webhook URL that will receive the event payload.
- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`.
+- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
 - Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.

 ![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
@ -528,6 +529,96 @@ Example payload for the `document.rejected` event:
 }
 ```

+Example payload for the `document.rejected` event:
+
+```json
+{
+  "event": "DOCUMENT_CANCELLED",
+  "payload": {
+    "id": 7,
+    "externalId": null,
+    "userId": 3,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "cm6exvn93006hi02ru90a265a",
+    "createdAt": "2025-01-27T11:02:14.393Z",
+    "updatedAt": "2025-01-27T11:03:16.387Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "cm6exvn96006ji02rqvzjvwoy",
+      "subject": "",
+      "message": "",
+      "timezone": "Etc/UTC",
+      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
+      "redirectUrl": "",
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": {
+        "documentDeleted": true,
+        "documentPending": true,
+        "recipientSigned": true,
+        "recipientRemoved": true,
+        "documentCompleted": true,
+        "ownerDocumentCompleted": true,
+        "recipientSigningRequest": true
+      }
+    },
+    "recipients": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "mybirihix@mailinator.com",
+        "name": "Zorita Baird",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ],
+    "Recipient": [
+      {
+        "id": 7,
+        "documentId": 7,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "XkKx1HCs6Znm2UBJA2j6o",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": { "accessAuth": null, "actionAuth": null },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2025-01-27T11:03:27.730Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
 ## Availability

 Webhooks are available to individual users and teams.
--- a/apps/web/src/app/(dashboard)/admin/leaderboard/data-table-leaderboard.tsx
+++ b/apps/web/src/app/(dashboard)/admin/leaderboard/data-table-leaderboard.tsx
@ -4,7 +4,7 @@ import { useEffect, useMemo, useState, useTransition } from 'react';

 import { msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
-import { ChevronDownIcon as CaretSortIcon, Loader } from 'lucide-react';
+import { ChevronDownIcon, ChevronUpIcon, ChevronsUpDown, Loader } from 'lucide-react';

 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
@ -54,7 +54,15 @@ export const LeaderboardTable = ({
            onClick={() => handleColumnSort('name')}
          >
            {_(msg`Name`)}
-            <CaretSortIcon className="ml-2 h-4 w-4" />
+            {sortBy === 'name' ? (
+              sortOrder === 'asc' ? (
+                <ChevronUpIcon className="ml-2 h-4 w-4" />
+              ) : (
+                <ChevronDownIcon className="ml-2 h-4 w-4" />
+              )
+            ) : (
+              <ChevronsUpDown className="ml-2 h-4 w-4" />
+            )}
          </div>
        ),
        accessorKey: 'name',
@ -80,7 +88,15 @@ export const LeaderboardTable = ({
            onClick={() => handleColumnSort('signingVolume')}
          >
            {_(msg`Signing Volume`)}
-            <CaretSortIcon className="ml-2 h-4 w-4" />
+            {sortBy === 'signingVolume' ? (
+              sortOrder === 'asc' ? (
+                <ChevronUpIcon className="ml-2 h-4 w-4" />
+              ) : (
+                <ChevronDownIcon className="ml-2 h-4 w-4" />
+              )
+            ) : (
+              <ChevronsUpDown className="ml-2 h-4 w-4" />
+            )}
          </div>
        ),
        accessorKey: 'signingVolume',
@ -94,7 +110,15 @@ export const LeaderboardTable = ({
              onClick={() => handleColumnSort('createdAt')}
            >
              {_(msg`Created`)}
-              <CaretSortIcon className="ml-2 h-4 w-4" />
+              {sortBy === 'createdAt' ? (
+                sortOrder === 'asc' ? (
+                  <ChevronUpIcon className="ml-2 h-4 w-4" />
+                ) : (
+                  <ChevronDownIcon className="ml-2 h-4 w-4" />
+                )
+              ) : (
+                <ChevronsUpDown className="ml-2 h-4 w-4" />
+              )}
            </div>
          );
        },
@ -102,7 +126,7 @@ export const LeaderboardTable = ({
        cell: ({ row }) => i18n.date(row.original.createdAt),
      },
    ] satisfies DataTableColumnDef<SigningVolume>[];
-  }, [sortOrder]);
+  }, [sortOrder, sortBy]);

  useEffect(() => {
    startTransition(() => {
@ -133,6 +157,9 @@ export const LeaderboardTable = ({
  const handleColumnSort = (column: 'name' | 'createdAt' | 'signingVolume') => {
    startTransition(() => {
      updateSearchParams({
+        search: debouncedSearchString,
+        page,
+        perPage,
        sortBy: column,
        sortOrder: sortBy === column && sortOrder === 'asc' ? 'desc' : 'asc',
      });
--- a/apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx
+++ b/apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx
@ -14,6 +14,7 @@ import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';

 import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import { TemplateType } from '~/components/formatter/template-type';
+import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';

 import { DataTableActionDropdown } from '../data-table-action-dropdown';
 import { TemplateDirectLinkBadge } from '../template-direct-link-badge';
@ -111,6 +112,8 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
        <div className="mt-2 flex flex-row space-x-4 sm:mt-0 sm:self-end">
          <TemplateDirectLinkDialogWrapper template={template} />

+          <TemplateBulkSendDialog templateId={template.id} recipients={template.recipients} />
+
          <Button className="w-full" asChild>
            <Link href={`${templateRootPath}/${template.id}/edit`}>
              <LucideEdit className="mr-1.5 h-3.5 w-3.5" />
--- a/apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx
+++ b/apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx
@ -5,7 +5,7 @@ import { useState } from 'react';
 import Link from 'next/link';

 import { Trans } from '@lingui/macro';
-import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2 } from 'lucide-react';
+import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2, Upload } from 'lucide-react';
 import { useSession } from 'next-auth/react';

 import type { Recipient, Template, TemplateDirectLink } from '@documenso/prisma/client';
@ -17,6 +17,8 @@ import {
  DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';

+import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';
+
 import { DeleteTemplateDialog } from './delete-template-dialog';
 import { DuplicateTemplateDialog } from './duplicate-template-dialog';
 import { MoveTemplateDialog } from './move-template-dialog';
@ -86,6 +88,17 @@ export const DataTableActionDropdown = ({
          </DropdownMenuItem>
        )}

+        <TemplateBulkSendDialog
+          templateId={row.id}
+          recipients={row.recipients}
+          trigger={
+            <div className="hover:bg-accent hover:text-accent-foreground relative flex cursor-pointer select-none items-center rounded-sm px-2 py-1.5 text-sm outline-none transition-colors">
+              <Upload className="mr-2 h-4 w-4" />
+              <Trans>Bulk Send via CSV</Trans>
+            </div>
+          }
+        />
+
        <DropdownMenuItem
          disabled={!isOwner && !isTeamTemplate}
          onClick={() => setDeleteDialogOpen(true)}
--- a/apps/web/src/app/(signing)/sign/[token]/date-field.tsx
+++ b/apps/web/src/app/(signing)/sign/[token]/date-field.tsx
@ -16,6 +16,7 @@ import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones'
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { ZDateFieldMeta } from '@documenso/lib/types/field-meta';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@ -23,6 +24,7 @@ import type {
  TRemovedSignedFieldWithTokenMutationSchema,
  TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
+import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';

 import { SigningFieldContainer } from './signing-field-container';
@ -59,6 +61,9 @@ export const DateField = ({
    isPending: isRemoveSignedFieldWithTokenLoading,
  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);

+  const safeFieldMeta = ZDateFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
+
  const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;

  const localDateString = convertToLocalSystemFormat(field.customText, dateFormat, timezone);
@ -150,9 +155,21 @@ export const DateField = ({
      )}

      {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
-          {localDateString}
-        </p>
+        <div className="flex h-full w-full items-center">
+          <p
+            className={cn(
+              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              {
+                'text-left': parsedFieldMeta?.textAlign === 'left',
+                'text-center':
+                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-right': parsedFieldMeta?.textAlign === 'right',
+              },
+            )}
+          >
+            {localDateString}
+          </p>
+        </div>
      )}
    </SigningFieldContainer>
  );
--- a/apps/web/src/app/(signing)/sign/[token]/email-field.tsx
+++ b/apps/web/src/app/(signing)/sign/[token]/email-field.tsx
@ -11,6 +11,7 @@ import { Loader } from 'lucide-react';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { ZEmailFieldMeta } from '@documenso/lib/types/field-meta';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@ -18,6 +19,7 @@ import type {
  TRemovedSignedFieldWithTokenMutationSchema,
  TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
+import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';

 import { useRequiredSigningContext } from './provider';
@ -48,6 +50,9 @@ export const EmailField = ({ field, recipient, onSignField, onUnsignField }: Ema
    isPending: isRemoveSignedFieldWithTokenLoading,
  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);

+  const safeFieldMeta = ZEmailFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
+
  const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;

  const onSign = async (authOptions?: TRecipientActionAuth) => {
@ -128,9 +133,21 @@ export const EmailField = ({ field, recipient, onSignField, onUnsignField }: Ema
      )}

      {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
-          {field.customText}
-        </p>
+        <div className="flex h-full w-full items-center">
+          <p
+            className={cn(
+              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              {
+                'text-left': parsedFieldMeta?.textAlign === 'left',
+                'text-center':
+                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-right': parsedFieldMeta?.textAlign === 'right',
+              },
+            )}
+          >
+            {field.customText}
+          </p>
+        </div>
      )}
    </SigningFieldContainer>
  );
--- a/apps/web/src/app/(signing)/sign/[token]/name-field.tsx
+++ b/apps/web/src/app/(signing)/sign/[token]/name-field.tsx
@ -11,6 +11,7 @@ import { Loader } from 'lucide-react';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { ZNameFieldMeta } from '@documenso/lib/types/field-meta';
 import { type Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@ -18,6 +19,7 @@ import type {
  TRemovedSignedFieldWithTokenMutationSchema,
  TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
+import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
@ -56,6 +58,9 @@ export const NameField = ({ field, recipient, onSignField, onUnsignField }: Name
    isPending: isRemoveSignedFieldWithTokenLoading,
  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);

+  const safeFieldMeta = ZNameFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
+
  const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;

  const [showFullNameModal, setShowFullNameModal] = useState(false);
@ -172,9 +177,21 @@ export const NameField = ({ field, recipient, onSignField, onUnsignField }: Name
      )}

      {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
-          {field.customText}
-        </p>
+        <div className="flex h-full w-full items-center">
+          <p
+            className={cn(
+              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              {
+                'text-left': parsedFieldMeta?.textAlign === 'left',
+                'text-center':
+                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-right': parsedFieldMeta?.textAlign === 'right',
+              },
+            )}
+          >
+            {field.customText}
+          </p>
+        </div>
      )}

      <Dialog open={showFullNameModal} onOpenChange={setShowFullNameModal}>
--- a/apps/web/src/app/(signing)/sign/[token]/number-field.tsx
+++ b/apps/web/src/app/(signing)/sign/[token]/number-field.tsx
@ -52,8 +52,19 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
  const [isPending, startTransition] = useTransition();
  const [showRadioModal, setShowRadioModal] = useState(false);

-  const parsedFieldMeta = field.fieldMeta ? ZNumberFieldMeta.parse(field.fieldMeta) : null;
-  const isReadOnly = parsedFieldMeta?.readOnly;
+  const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
+    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+
+  const {
+    mutateAsync: removeSignedFieldWithToken,
+    isPending: isRemoveSignedFieldWithTokenLoading,
+  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
+
+  const safeFieldMeta = ZNumberFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
+
+  const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
+
  const defaultValue = parsedFieldMeta?.value;
  const [localNumber, setLocalNumber] = useState(
    parsedFieldMeta?.value ? String(parsedFieldMeta.value) : '0',
@ -71,16 +82,6 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu

  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();

-  const { mutateAsync: signFieldWithToken, isPending: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
-
-  const {
-    mutateAsync: removeSignedFieldWithToken,
-    isPending: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
-
-  const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
-
  const handleNumberChange = (e: React.ChangeEvent<HTMLInputElement>) => {
    const text = e.target.value;
    setLocalNumber(text);
@ -208,7 +209,7 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
  useEffect(() => {
    if (
      (!field.inserted && defaultValue && localNumber) ||
-      (!field.inserted && isReadOnly && defaultValue)
+      (!field.inserted && parsedFieldMeta?.readOnly && defaultValue)
    ) {
      void executeActionAuthProcedure({
        onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
@ -260,9 +261,21 @@ export const NumberField = ({ field, recipient, onSignField, onUnsignField }: Nu
      )}

      {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
-          {field.customText}
-        </p>
+        <div className="flex h-full w-full items-center">
+          <p
+            className={cn(
+              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              {
+                'text-left': parsedFieldMeta?.textAlign === 'left',
+                'text-center':
+                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-right': parsedFieldMeta?.textAlign === 'right',
+              },
+            )}
+          >
+            {field.customText}
+          </p>
+        </div>
      )}

      <Dialog open={showRadioModal} onOpenChange={setShowRadioModal}>
--- a/apps/web/src/app/(signing)/sign/[token]/text-field.tsx
+++ b/apps/web/src/app/(signing)/sign/[token]/text-field.tsx
@ -62,7 +62,8 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
    isPending: isRemoveSignedFieldWithTokenLoading,
  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);

-  const parsedFieldMeta = field.fieldMeta ? ZTextFieldMeta.parse(field.fieldMeta) : null;
+  const safeFieldMeta = ZTextFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;

  const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
  const shouldAutoSignField =
@ -261,11 +262,23 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
      )}

      {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 flex items-center justify-center gap-x-1 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
-          {field.customText.length < 20
-            ? field.customText
-            : field.customText.substring(0, 15) + '...'}
-        </p>
+        <div className="flex h-full w-full items-center">
+          <p
+            className={cn(
+              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              {
+                'text-left': parsedFieldMeta?.textAlign === 'left',
+                'text-center':
+                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-right': parsedFieldMeta?.textAlign === 'right',
+              },
+            )}
+          >
+            {field.customText.length < 20
+              ? field.customText
+              : field.customText.substring(0, 15) + '...'}
+          </p>
+        </div>
      )}

      <Dialog open={showCustomTextModal} onOpenChange={setShowCustomTextModal}>
@ -281,6 +294,10 @@ export const TextField = ({ field, recipient, onSignField, onUnsignField }: Text
              className={cn('mt-2 w-full rounded-md', {
                'border-2 border-red-300 ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
                  userInputHasErrors,
+                'text-left': parsedFieldMeta?.textAlign === 'left',
+                'text-center':
+                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-right': parsedFieldMeta?.textAlign === 'right',
              })}
              value={localText}
              onChange={handleTextChange}
--- a/apps/web/src/components/templates/template-bulk-send-dialog.tsx
+++ b/apps/web/src/components/templates/template-bulk-send-dialog.tsx
@ -0,0 +1,275 @@
+'use client';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
+import { File as FileIcon, Upload, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZBulkSendFormSchema = z.object({
+  file: z.instanceof(File),
+  sendImmediately: z.boolean().default(false),
+});
+
+type TBulkSendFormSchema = z.infer<typeof ZBulkSendFormSchema>;
+
+export type TemplateBulkSendDialogProps = {
+  templateId: number;
+  recipients: Array<{ email: string; name?: string | null }>;
+  trigger?: React.ReactNode;
+  onSuccess?: () => void;
+};
+
+export const TemplateBulkSendDialog = ({
+  templateId,
+  recipients,
+  trigger,
+  onSuccess,
+}: TemplateBulkSendDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TBulkSendFormSchema>({
+    resolver: zodResolver(ZBulkSendFormSchema),
+    defaultValues: {
+      sendImmediately: false,
+    },
+  });
+
+  const { mutateAsync: uploadBulkSend } = trpc.template.uploadBulkSend.useMutation();
+
+  const onDownloadTemplate = () => {
+    const headers = recipients.flatMap((_, index) => [
+      `recipient_${index + 1}_email`,
+      `recipient_${index + 1}_name`,
+    ]);
+
+    const exampleRow = recipients.flatMap((recipient) => [recipient.email, recipient.name || '']);
+
+    const csv = [headers.join(','), exampleRow.join(',')].join('\n');
+    const blob = new Blob([csv], { type: 'text/csv' });
+    const url = window.URL.createObjectURL(blob);
+
+    const a = Object.assign(document.createElement('a'), {
+      href: url,
+      download: 'template.csv',
+    });
+
+    a.click();
+
+    window.URL.revokeObjectURL(url);
+  };
+
+  const onSubmit = async (values: TBulkSendFormSchema) => {
+    try {
+      const csv = await values.file.text();
+
+      await uploadBulkSend({
+        templateId,
+        teamId: team?.id,
+        csv: csv,
+        sendImmediately: values.sendImmediately,
+      });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(
+          msg`Your bulk send has been initiated. You will receive an email notification upon completion.`,
+        ),
+      });
+
+      form.reset();
+      onSuccess?.();
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'Failed to upload CSV. Please check the file format and try again.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button>
+            <Upload className="mr-2 h-4 w-4" />
+            <Trans>Bulk Send via CSV</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Bulk Send Template via CSV</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              Upload a CSV file to create multiple documents from this template. Each row represents
+              one document with its recipient details.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+            <div className="bg-muted/70 rounded-lg border p-4">
+              <h3 className="text-sm font-medium">
+                <Trans>CSV Structure</Trans>
+              </h3>
+
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>
+                  For each recipient, provide their email (required) and name (optional) in separate
+                  columns. Download the template CSV below for the correct format.
+                </Trans>
+              </p>
+
+              <p className="mt-4 text-sm">
+                <Trans>Current recipients:</Trans>
+              </p>
+
+              <ul className="text-muted-foreground mt-2 list-inside list-disc text-sm">
+                {recipients.map((recipient, index) => (
+                  <li key={index}>
+                    {recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            <div className="flex flex-col gap-y-2">
+              <Button onClick={onDownloadTemplate} variant="outline" type="button">
+                <Trans>Download Template CSV</Trans>
+              </Button>
+
+              <p className="text-muted-foreground text-xs">
+                <Trans>Pre-formatted CSV template with example data.</Trans>
+              </p>
+            </div>
+
+            <FormField
+              control={form.control}
+              name="file"
+              render={({ field: { onChange, value }, fieldState: { error } }) => (
+                <FormItem>
+                  <FormControl>
+                    {!value ? (
+                      <Button asChild variant="outline" className="w-full">
+                        <label className="cursor-pointer">
+                          <input
+                            type="file"
+                            accept=".csv"
+                            className="hidden"
+                            onChange={(e) => {
+                              const file = e.target.files?.[0];
+                              if (file) {
+                                onChange(file);
+                              }
+                            }}
+                            disabled={form.formState.isSubmitting}
+                          />
+                          <Upload className="mr-2 h-4 w-4" />
+                          <Trans>Upload CSV</Trans>
+                        </label>
+                      </Button>
+                    ) : (
+                      <div className="flex h-10 items-center rounded-md border px-3">
+                        <div className="flex flex-1 items-center gap-2">
+                          <FileIcon className="text-muted-foreground h-4 w-4" />
+                          <span className="flex-1 truncate text-sm">{value.name}</span>
+                        </div>
+
+                        <Button
+                          type="button"
+                          variant="link"
+                          className="text-destructive hover:text-destructive p-0 text-xs"
+                          onClick={() => onChange(null)}
+                          disabled={form.formState.isSubmitting}
+                        >
+                          <X className="h-4 w-4" />
+                          <span className="sr-only">
+                            <Trans>Remove</Trans>
+                          </span>
+                        </Button>
+                      </div>
+                    )}
+                  </FormControl>
+
+                  {error && <p className="text-destructive text-sm">{error.message}</p>}
+
+                  <p className="text-muted-foreground text-xs">
+                    <Trans>
+                      Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
+                      template defaults.
+                    </Trans>
+                  </p>
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="sendImmediately"
+              render={({ field }) => (
+                <FormItem className="flex items-center space-x-2">
+                  <FormControl>
+                    <div className="flex items-center">
+                      <Checkbox
+                        id="send-immediately"
+                        checked={field.value}
+                        onCheckedChange={field.onChange}
+                      />
+
+                      <label
+                        htmlFor="send-immediately"
+                        className="text-muted-foreground ml-2 flex items-center text-sm"
+                      >
+                        <Trans>Send documents to recipients immediately</Trans>
+                      </label>
+                    </div>
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter className="mt-4">
+              <Button variant="secondary" onClick={() => form.reset()} type="button">
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={form.formState.isSubmitting}>
+                <Trans>Upload and Process</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};