feat: add empty emails for envelopes (#2267)

packages/app-tests/e2e/api/v2/envelopes-api.spec.ts

@@ -6,6 +6,7 @@ import { pick } from 'remeda';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentDistributionMethod,
@@ -23,7 +24,9 @@ import type {
   TCreateEnvelopePayload,
   TCreateEnvelopeResponse,
 } from '@documenso/trpc/server/envelope-router/create-envelope.types';
+import type { TDistributeEnvelopeRequest } from '@documenso/trpc/server/envelope-router/distribute-envelope.types';
 import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
+import type { TUpdateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/update-envelope-recipients.types';
 import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
 import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
 
@@ -558,4 +561,543 @@ test.describe('API V2 Envelopes', () => {
       userEmail: userA.email,
     });
   });
+
+  test.describe('Empty recipient tests', () => {
+    test('Create template envelope with empty email recipient', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Template with Empty Email Recipient',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: '',
+            name: 'Test Recipient',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      expect(createRecipientsRes.status()).toBe(200);
+
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      expect(recipient.email).toBe('');
+      expect(recipient.name).toBe('Test Recipient');
+
+      // Get envelope items to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create field for the recipient with empty email
+      const createFieldsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            recipientId: recipient.id,
+            envelopeItemId: envelopeItem.id,
+            type: FieldType.SIGNATURE,
+            page: 1,
+            positionX: 100,
+            positionY: 100,
+            width: 50,
+            height: 50,
+          },
+        ],
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+      expect(createFieldsRes.status()).toBe(200);
+    });
+
+    test('Create document envelope with empty email recipient', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document with Empty Email Recipient',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: '',
+            name: 'Document Recipient No Email',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      expect(recipient.email).toBe('');
+      expect(recipient.name).toBe('Document Recipient No Email');
+    });
+
+    test('Update recipient to have empty email', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Update Recipient Email Test',
+        recipients: [
+          {
+            email: userA.email,
+            name: 'Test User',
+            role: RecipientRole.SIGNER,
+          },
+        ],
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Get the envelope to get recipient ID
+      const getRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getRes.json();
+      const recipientId = envelope.recipients[0].id;
+
+      // Update recipient to have empty email
+      const updateRequest: TUpdateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            id: recipientId,
+            email: '',
+            name: 'Updated Name No Email',
+          },
+        ],
+      };
+
+      const updateRes = await request.post(`${baseUrl}/envelope/recipient/update-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: updateRequest,
+      });
+
+      expect(updateRes.ok()).toBeTruthy();
+      const updateResponse = await updateRes.json();
+      const updatedRecipient = updateResponse.data[0];
+
+      expect(updatedRecipient.email).toBe('');
+      expect(updatedRecipient.name).toBe('Updated Name No Email');
+    });
+
+    test('Mixed recipients with and without emails', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Mixed Recipients Test',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      // Create multiple recipients, some with email, some without
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: response.id,
+        data: [
+          {
+            email: userA.email,
+            name: 'Recipient With Email',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Without Email 1',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: userB.email,
+            name: 'Another With Email',
+            role: RecipientRole.APPROVER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Without Email 2',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipients = recipientsResponse.data;
+
+      expect(recipients.length).toBe(4);
+      expect(recipients[0].email).toBe(userA.email.toLowerCase());
+      expect(recipients[1].email).toBe('');
+      expect(recipients[2].email).toBe(userB.email.toLowerCase());
+      expect(recipients[3].email).toBe('');
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create fields for all recipients including those without emails
+      const createFieldsRequest = {
+        envelopeId: response.id,
+        data: recipients.map((recipient, index) => ({
+          recipientId: recipient.id,
+          envelopeItemId: envelopeItem.id,
+          type: FieldType.SIGNATURE,
+          page: 1,
+          positionX: 100,
+          positionY: 0 + index,
+          width: 50,
+          height: 50,
+        })),
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+    });
+
+    test('Distribute envelope with empty email recipients', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document for Distribution with Empty Email',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Create recipients with empty emails
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            email: '',
+            name: 'Recipient One',
+            role: RecipientRole.SIGNER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+          {
+            email: '',
+            name: 'Recipient Two',
+            role: RecipientRole.APPROVER,
+            accessAuth: [],
+            actionAuth: [],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipients = recipientsResponse.data;
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create fields for recipients
+      const createFieldsRequest = {
+        envelopeId: createResponse.id,
+        data: recipients.map((recipient, index) => ({
+          recipientId: recipient.id,
+          envelopeItemId: envelopeItem.id,
+          type: FieldType.SIGNATURE,
+          page: 1,
+          positionX: 100,
+          positionY: 0 + index,
+          width: 50,
+          height: 50,
+        })),
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+
+      // Distribute the envelope
+      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: {
+          envelopeId: createResponse.id,
+        } satisfies TDistributeEnvelopeRequest,
+      });
+
+      expect(distributeRes.ok()).toBeTruthy();
+      expect(distributeRes.status()).toBe(200);
+
+      const distributeResponse = await distributeRes.json();
+      expect(distributeResponse.success).toBe(true);
+      expect(distributeResponse.id).toBe(createResponse.id);
+      expect(distributeResponse.recipients).toHaveLength(2);
+
+      // Verify recipients have empty emails and signing URLs
+      expect(distributeResponse.recipients[0].email).toBe('');
+      expect(distributeResponse.recipients[0].signingUrl).toBeTruthy();
+      expect(distributeResponse.recipients[1].email).toBe('');
+      expect(distributeResponse.recipients[1].signingUrl).toBeTruthy();
+    });
+
+    test('Distribute envelope with empty email recipient and auth requirements fails', async ({
+      request,
+    }) => {
+      const payload = {
+        type: EnvelopeType.DOCUMENT,
+        title: 'Document with Auth Requirements',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'example.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const createRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(createRes.ok()).toBeTruthy();
+      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
+
+      // Create recipient with empty email and TWO_FACTOR_AUTH action auth
+      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            email: '',
+            name: 'Recipient With Auth',
+            role: RecipientRole.SIGNER,
+            accessAuth: [DocumentAccessAuth.TWO_FACTOR_AUTH],
+          },
+        ],
+      };
+
+      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createRecipientsRequest,
+      });
+
+      expect(createRecipientsRes.ok()).toBeTruthy();
+      const recipientsResponse = await createRecipientsRes.json();
+      const recipient = recipientsResponse.data[0];
+
+      // Get envelope to assign fields
+      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+      });
+
+      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
+      const envelopeItem = envelope.envelopeItems[0];
+
+      // Create field for the recipient
+      const createFieldsRequest = {
+        envelopeId: createResponse.id,
+        data: [
+          {
+            recipientId: recipient.id,
+            envelopeItemId: envelopeItem.id,
+            type: FieldType.SIGNATURE,
+            page: 1,
+            positionX: 100,
+            positionY: 100,
+            width: 50,
+            height: 50,
+          },
+        ],
+      };
+
+      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: createFieldsRequest,
+      });
+
+      expect(createFieldsRes.ok()).toBeTruthy();
+
+      // Try to distribute the envelope - should fail
+      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        data: {
+          envelopeId: createResponse.id,
+        },
+      });
+
+      // Expect distribution to fail
+      expect(distributeRes.ok()).toBeFalsy();
+      expect(distributeRes.status()).toBe(400);
+
+      const errorResponse = await distributeRes.json();
+      expect(errorResponse.message).toContain('requires an email');
+    });
+  });
 });

packages/lib/jobs/definitions/emails/send-document-cancelled-emails.handler.ts

@@ -5,6 +5,7 @@ import { EnvelopeType, ReadStatus, SendStatus, SigningStatus } from '@prisma/cli
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -77,7 +78,8 @@ export const run = async ({
   const recipientsToNotify = envelope.recipients.filter(
     (recipient) =>
       (recipient.sendStatus === SendStatus.SENT || recipient.readStatus === ReadStatus.OPENED) &&
-      recipient.signingStatus !== SigningStatus.REJECTED,
+      recipient.signingStatus !== SigningStatus.REJECTED &&
+      isRecipientEmailValidForSending(recipient),
   );
 
   await io.runTask('send-cancellation-emails', async () => {

packages/lib/jobs/definitions/emails/send-recipient-signed-email.handler.ts

@@ -12,6 +12,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
 import { getEmailContext } from '../../../server-only/email/get-email-context';
 import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
 import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../../utils/recipients';
 import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
 import type { JobRunIO } from '../../client/_internal/job';
 import type { TSendRecipientSignedEmailJobDefinition } from './send-recipient-signed-email';
@@ -79,8 +80,8 @@ export const run = async ({
 
   const recipientReference = recipientName || recipientEmail;
 
-  // Don't send notification if the owner is the one who signed
-  if (owner.email === recipientEmail) {
+  // Don't send notification if the owner is the one who signed.
+  if (owner.email === recipientEmail || !isRecipientEmailValidForSending(recipient)) {
     return;
   }
 

packages/lib/jobs/definitions/emails/send-rejection-emails.handler.ts

@@ -6,6 +6,7 @@ import { EnvelopeType, SendStatus, SigningStatus } from '@prisma/client';
 import { mailer } from '@documenso/email/mailer';
 import DocumentRejectedEmail from '@documenso/email/templates/document-rejected';
 import DocumentRejectionConfirmedEmail from '@documenso/email/templates/document-rejection-confirmed';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -85,36 +86,38 @@ export const run = async ({
   const i18n = await getI18nInstance(emailLanguage);
 
   // Send confirmation email to the recipient who rejected
-  await io.runTask('send-rejection-confirmation-email', async () => {
-    const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
-      recipientName: recipient.name,
-      documentName: envelope.title,
-      documentOwnerName: envelope.user.name || envelope.user.email,
-      reason: recipient.rejectionReason || '',
-      assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
-    });
+  if (isRecipientEmailValidForSending(recipient)) {
+    await io.runTask('send-rejection-confirmation-email', async () => {
+      const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
+        recipientName: recipient.name,
+        documentName: envelope.title,
+        documentOwnerName: envelope.user.name || envelope.user.email,
+        reason: recipient.rejectionReason || '',
+        assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
+      });
 
-    const [html, text] = await Promise.all([
-      renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
-      renderEmailWithI18N(recipientTemplate, {
-        lang: emailLanguage,
-        branding,
-        plainText: true,
-      }),
-    ]);
+      const [html, text] = await Promise.all([
+        renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
+        renderEmailWithI18N(recipientTemplate, {
+          lang: emailLanguage,
+          branding,
+          plainText: true,
+        }),
+      ]);
 
-    await mailer.sendMail({
-      to: {
-        name: recipient.name,
-        address: recipient.email,
-      },
-      from: senderEmail,
-      replyTo: replyToEmail,
-      subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
-      html,
-      text,
+      await mailer.sendMail({
+        to: {
+          name: recipient.name,
+          address: recipient.email,
+        },
+        from: senderEmail,
+        replyTo: replyToEmail,
+        subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
+        html,
+        text,
+      });
     });
-  });
+  }
 
   // Send notification email to document owner
   await io.runTask('send-owner-notification-email', async () => {

packages/lib/jobs/definitions/emails/send-signing-email.handler.ts

@@ -12,6 +12,7 @@ import {
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentInviteEmailTemplate from '@documenso/email/templates/document-invite';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -177,31 +178,33 @@ export const run = async ({
     includeSenderDetails: settings.includeSenderDetails,
   });
 
-  await io.runTask('send-signing-email', async () => {
-    const [html, text] = await Promise.all([
-      renderEmailWithI18N(template, { lang: emailLanguage, branding }),
-      renderEmailWithI18N(template, {
-        lang: emailLanguage,
-        branding,
-        plainText: true,
-      }),
-    ]);
+  if (isRecipientEmailValidForSending(recipient)) {
+    await io.runTask('send-signing-email', async () => {
+      const [html, text] = await Promise.all([
+        renderEmailWithI18N(template, { lang: emailLanguage, branding }),
+        renderEmailWithI18N(template, {
+          lang: emailLanguage,
+          branding,
+          plainText: true,
+        }),
+      ]);
 
-    await mailer.sendMail({
-      to: {
-        name: recipient.name,
-        address: recipient.email,
-      },
-      from: senderEmail,
-      replyTo: replyToEmail,
-      subject: renderCustomEmailTemplate(
-        documentMeta?.subject || emailSubject,
-        customEmailTemplate,
-      ),
-      html,
-      text,
+      await mailer.sendMail({
+        to: {
+          name: recipient.name,
+          address: recipient.email,
+        },
+        from: senderEmail,
+        replyTo: replyToEmail,
+        subject: renderCustomEmailTemplate(
+          documentMeta?.subject || emailSubject,
+          customEmailTemplate,
+        ),
+        html,
+        text,
+      });
     });
-  });
+  }
 
   await io.runTask('update-recipient', async () => {
     await prisma.recipient.update({

packages/lib/server-only/2fa/email/send-2fa-token-email.ts

@@ -5,6 +5,7 @@ import { EnvelopeType } from '@prisma/client';
 
 import { mailer } from '@documenso/email/mailer';
 import { AccessAuth2FAEmailTemplate } from '@documenso/email/templates/access-auth-2fa';
+import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -69,6 +70,12 @@ export const send2FATokenEmail = async ({ token, envelopeId }: Send2FATokenEmail
     });
   }
 
+  if (!isRecipientEmailValidForSending(recipient)) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Recipient is missing email address',
+    });
+  }
+
   const twoFactorTokenToken = await generateTwoFactorTokenFromEmail({
     envelopeId,
     email: recipient.email,

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

@@ -14,6 +14,7 @@ import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 
@@ -64,14 +65,18 @@ export const adminSuperDeleteDocument = async ({
     envelope.documentMeta,
   ).documentDeleted;
 
+  const recipientsToNotify = envelope.recipients.filter((recipient) =>
+    isRecipientEmailValidForSending(recipient),
+  );
+
   // if the document is pending, send cancellation emails to all recipients
   if (
     status === DocumentStatus.PENDING &&
-    envelope.recipients.length > 0 &&
+    recipientsToNotify.length > 0 &&
     isDocumentDeletedEmailEnabled
   ) {
     await Promise.all(
-      envelope.recipients.map(async (recipient) => {
+      recipientsToNotify.map(async (recipient) => {
         if (recipient.sendStatus !== SendStatus.SENT) {
           return;
         }

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

@@ -2,6 +2,7 @@ import {
   DocumentSigningOrder,
   DocumentStatus,
   EnvelopeType,
+  FieldType,
   RecipientRole,
   SendStatus,
   SigningStatus,
@@ -43,6 +44,14 @@ export type CompleteDocumentWithTokenOptions = {
     email: string;
     name: string;
   };
+  /**
+   * Override the recipient information. This will only work if the recipient
+   * does not have a name or email set.
+   */
+  recipientOverride?: {
+    email?: string;
+    name?: string;
+  };
 };
 
 export const completeDocumentWithToken = async ({
@@ -52,6 +61,7 @@ export const completeDocumentWithToken = async ({
   accessAuthOptions,
   requestMetadata,
   nextSigner,
+  recipientOverride,
 }: CompleteDocumentWithTokenOptions) => {
   const envelope = await prisma.envelope.findFirstOrThrow({
     where: {
@@ -116,6 +126,35 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has unsigned fields`);
   }
 
+  let recipientName = recipient.name;
+  let recipientEmail = recipient.email;
+
+  // Only trim the name if it's been derived.
+  if (!recipientName) {
+    recipientName = (
+      recipientOverride?.name ||
+      fields.find((field) => field.type === FieldType.NAME)?.customText ||
+      ''
+    ).trim();
+  }
+
+  // Only trim the email if it's been derived.
+  if (!recipient.email) {
+    recipientEmail = (
+      recipientOverride?.email ||
+      fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
+      ''
+    )
+      .trim()
+      .toLowerCase();
+  }
+
+  if (!recipientEmail) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: 'Recipient email is required',
+    });
+  }
+
   // Check ACCESS AUTH 2FA validation during document completion
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
     documentAuth: envelope.authOptions,
@@ -129,6 +168,12 @@ export const completeDocumentWithToken = async ({
       });
     }
 
+    if (!recipient.email.trim()) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: `Recipient ${recipient.id} requires an email because they have auth requirements.`,
+      });
+    }
+
     const isValid = await isRecipientAuthorized({
       type: 'ACCESS_2FA',
       documentAuthOptions: envelope.authOptions,
@@ -176,9 +221,43 @@ export const completeDocumentWithToken = async ({
       data: {
         signingStatus: SigningStatus.SIGNED,
         signedAt: new Date(),
+        name: recipientName,
+        email: recipientEmail,
       },
     });
 
+    if (recipientEmail !== recipient.email || recipientName !== recipient.name) {
+      await tx.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
+          envelopeId: envelope.id,
+          user: {
+            name: recipientName,
+            email: recipientEmail,
+          },
+          requestMetadata,
+          data: {
+            recipientEmail: recipient.email,
+            recipientName: recipient.name,
+            recipientId: recipient.id,
+            recipientRole: recipient.role,
+            changes: [
+              {
+                type: RECIPIENT_DIFF_TYPE.NAME,
+                from: recipient.name,
+                to: recipientName,
+              },
+              {
+                type: RECIPIENT_DIFF_TYPE.EMAIL,
+                from: recipient.email,
+                to: recipientEmail,
+              },
+            ],
+          },
+        }),
+      });
+    }
+
     const authOptions = extractDocumentAuthMethods({
       documentAuth: envelope.authOptions,
       recipientAuth: recipient.authOptions,
@@ -189,13 +268,13 @@ export const completeDocumentWithToken = async ({
         type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
         envelopeId: envelope.id,
         user: {
-          name: recipient.name,
-          email: recipient.email,
+          name: recipientName,
+          email: recipientEmail,
         },
         requestMetadata,
         data: {
-          recipientEmail: recipient.email,
-          recipientName: recipient.name,
+          recipientEmail: recipientEmail,
+          recipientName: recipientName,
           recipientId: recipient.id,
           recipientRole: recipient.role,
           actionAuth: authOptions.derivedRecipientActionAuth,
@@ -247,8 +326,8 @@ export const completeDocumentWithToken = async ({
               type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
               envelopeId: envelope.id,
               user: {
-                name: recipient.name,
-                email: recipient.email,
+                name: recipientName,
+                email: recipientEmail,
               },
               requestMetadata,
               data: {

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

@@ -21,6 +21,7 @@ import type { ApiRequestMetadata } from '../../universal/extract-request-metadat
 import { isDocumentCompleted } from '../../utils/document';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import { type EnvelopeIdOptions, unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getMemberRoles } from '../team/get-member-roles';
@@ -209,7 +210,7 @@ const handleDocumentOwnerDelete = async ({
   // Send cancellation emails to recipients.
   await Promise.all(
     envelope.recipients.map(async (recipient) => {
-      if (recipient.sendStatus !== SendStatus.SENT) {
+      if (recipient.sendStatus !== SendStatus.SENT || !isRecipientEmailValidForSending(recipient)) {
         return;
       }
 

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

@@ -26,6 +26,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { isDocumentCompleted } from '../../utils/document';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
@@ -118,7 +119,7 @@ export const resendDocument = async ({
 
   await Promise.all(
     recipientsToRemind.map(async (recipient) => {
-      if (recipient.role === RecipientRole.CC) {
+      if (recipient.role === RecipientRole.CC || !isRecipientEmailValidForSending(recipient)) {
         return;
       }
 

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

@@ -16,6 +16,7 @@ import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderCustomEmailTemplate } from '../../utils/render-custom-email-template';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { formatDocumentsPath } from '../../utils/teams';
@@ -176,8 +177,12 @@ export const sendCompletedEmail = async ({ id, requestMetadata }: SendDocumentOp
     return;
   }
 
+  const recipientsToNotify = envelope.recipients.filter((recipient) =>
+    isRecipientEmailValidForSending(recipient),
+  );
+
   await Promise.all(
-    envelope.recipients.map(async (recipient) => {
+    recipientsToNotify.map(async (recipient) => {
       const customEmailTemplate = {
         'signer.name': recipient.name,
         'signer.email': recipient.email,

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

@@ -35,8 +35,10 @@ import {
 import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { putPdfFileServerSide } from '../../universal/upload/put-file.server';
 import { isDocumentCompleted } from '../../utils/document';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
 import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
 import { toCheckboxCustomText, toRadioCustomText } from '../../utils/fields';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
@@ -128,6 +130,24 @@ export const sendDocument = async ({
     );
   }
 
+  // Validate that recipients with auth requirements have a valid email.
+  envelope.recipients.forEach((recipient) => {
+    const auth = extractDocumentAuthMethods({
+      documentAuth: envelope.authOptions,
+      recipientAuth: recipient.authOptions,
+    });
+
+    if (
+      recipient.role !== RecipientRole.CC &&
+      (auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) &&
+      !isRecipientEmailValidForSending(recipient)
+    ) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: `Recipient ${recipient.id} requires an email because they have auth requirements.`,
+      });
+    }
+  });
+
   // Commented out server side checks for minimum 1 signature per signer now since we need to
   // decide if we want to enforce this for API & templates.
   // const fields = await getFieldsForDocument({

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

@@ -12,6 +12,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
+import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 
@@ -69,6 +70,11 @@ export const sendPendingEmail = async ({ id, recipientId }: SendPendingEmailOpti
 
   const { email, name } = recipient;
 
+  // Skip sending email if recipient has no email address
+  if (!isRecipientEmailValidForSending(recipient)) {
+    return;
+  }
+
   const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 
   const template = createElement(DocumentPendingEmailTemplate, {

packages/lib/server-only/recipient/delete-envelope-recipient.ts

@@ -14,7 +14,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
-import { canRecipientBeModified } from '../../utils/recipients';
+import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { buildTeamWhereQuery } from '../../utils/teams';
 import { getEmailContext } from '../email/get-email-context';
@@ -142,7 +142,8 @@ export const deleteEnvelopeRecipient = async ({
   if (
     recipientToDelete.sendStatus === SendStatus.SENT &&
     isRecipientRemovedEmailEnabled &&
-    envelope.type === EnvelopeType.DOCUMENT
+    envelope.type === EnvelopeType.DOCUMENT &&
+    isRecipientEmailValidForSending(recipientToDelete)
   ) {
     const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 

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

@@ -28,7 +28,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
-import { canRecipientBeModified } from '../../utils/recipients';
+import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
@@ -294,10 +294,14 @@ export const setDocumentRecipients = async ({
       envelope.documentMeta,
     ).recipientRemoved;
 
-    // Send emails to deleted recipients.
+    // Send emails to deleted recipients who have emails.
     await Promise.all(
       removedRecipients.map(async (recipient) => {
-        if (recipient.sendStatus !== SendStatus.SENT || !isRecipientRemovedEmailEnabled) {
+        if (
+          recipient.sendStatus !== SendStatus.SENT ||
+          !isRecipientRemovedEmailEnabled ||
+          !isRecipientEmailValidForSending(recipient)
+        ) {
           return;
         }
 

packages/lib/types/recipient.ts

@@ -1,3 +1,4 @@
+import { msg } from '@lingui/core/macro';
 import { z } from 'zod';
 
 import { RecipientSchema } from '@documenso/prisma/generated/zod/modelSchema/RecipientSchema';
@@ -110,3 +111,13 @@ export const ZEnvelopeRecipientManySchema = ZRecipientManySchema.omit({
   documentId: true,
   templateId: true,
 });
+
+export const ZRecipientEmailSchema = z.union([
+  z.literal(''),
+  z
+    .string()
+    .trim()
+    .toLowerCase()
+    .email({ message: msg`Invalid email`.id })
+    .max(254),
+]);

packages/lib/utils/recipients.ts

@@ -1,5 +1,6 @@
 import type { Envelope } from '@prisma/client';
 import { type Field, type Recipient, RecipientRole, SigningStatus } from '@prisma/client';
+import { z } from 'zod';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
 import { extractLegacyIds } from '../universal/id';
@@ -58,3 +59,7 @@ export const mapRecipientToLegacyRecipient = (
     ...legacyId,
   };
 };
+
+export const isRecipientEmailValidForSending = (recipient: Pick<Recipient, 'email'>) => {
+  return z.string().email().safeParse(recipient.email).success;
+};

packages/trpc/server/embedding-router/create-embedding-template.types.ts

@@ -22,6 +22,7 @@ import {
   ZFieldWidthSchema,
 } from '@documenso/lib/types/field';
 import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { ZDocumentTitleSchema } from '../document-router/schema';
 
@@ -30,7 +31,7 @@ export const ZCreateEmbeddingTemplateRequestSchema = z.object({
   documentDataId: z.string(),
   recipients: z.array(
     z.object({
-      email: z.union([z.string().length(0), z.string().email()]),
+      email: ZRecipientEmailSchema,
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/embedding-router/update-embedding-template.types.ts

@@ -1,4 +1,4 @@
-import { DocumentSigningOrder, FieldType, RecipientRole } from '@prisma/client';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
@@ -21,22 +21,11 @@ import {
   ZFieldPageYSchema,
   ZFieldWidthSchema,
 } from '@documenso/lib/types/field';
-import { ZFieldAndMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { ZDocumentTitleSchema } from '../document-router/schema';
 
-const ZFieldSchema = z.object({
-  id: z.number().optional(),
-  type: z.nativeEnum(FieldType),
-  pageNumber: ZFieldPageNumberSchema,
-  pageX: ZFieldPageXSchema,
-  pageY: ZFieldPageYSchema,
-  width: ZFieldWidthSchema,
-  height: ZFieldHeightSchema,
-  fieldMeta: ZFieldMetaSchema.optional(),
-  envelopeItemId: z.string(),
-});
-
 export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
   templateId: z.number(),
   title: ZDocumentTitleSchema.optional(),
@@ -44,7 +33,7 @@ export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number().optional(),
-      email: z.union([z.string().length(0), z.string().email()]),
+      email: ZRecipientEmailSchema,
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/envelope-router/create-envelope.types.ts

@@ -24,8 +24,8 @@ import {
   ZDocumentTitleSchema,
   ZDocumentVisibilitySchema,
 } from '../document-router/schema';
-import { ZCreateRecipientSchema } from '../recipient-router/schema';
 import type { TrpcRouteMeta } from '../trpc';
+import { ZCreateEnvelopeRecipientSchema } from './envelope-recipients/create-envelope-recipients.types';
 
 export const createEnvelopeMeta: TrpcRouteMeta = {
   openapi: {
@@ -54,7 +54,7 @@ export const ZCreateEnvelopePayloadSchema = z.object({
     .optional(),
   recipients: z
     .array(
-      ZCreateRecipientSchema.extend({
+      ZCreateEnvelopeRecipientSchema.extend({
         fields: ZEnvelopeFieldAndMetaSchema.and(
           z.object({
             identifier: z

packages/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types.ts

@@ -1,8 +1,15 @@
+import { RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
-import { ZEnvelopeRecipientLiteSchema } from '@documenso/lib/types/recipient';
+import {
+  ZRecipientAccessAuthTypesSchema,
+  ZRecipientActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
+import {
+  ZEnvelopeRecipientLiteSchema,
+  ZRecipientEmailSchema,
+} from '@documenso/lib/types/recipient';
 
-import { ZCreateRecipientSchema } from '../../recipient-router/schema';
 import type { TrpcRouteMeta } from '../../trpc';
 
 export const createEnvelopeRecipientsMeta: TrpcRouteMeta = {
@@ -15,9 +22,18 @@ export const createEnvelopeRecipientsMeta: TrpcRouteMeta = {
   },
 };
 
+export const ZCreateEnvelopeRecipientSchema = z.object({
+  email: ZRecipientEmailSchema,
+  name: z.string().max(255),
+  role: z.nativeEnum(RecipientRole),
+  signingOrder: z.number().optional(),
+  accessAuth: z.array(ZRecipientAccessAuthTypesSchema).default([]).optional(),
+  actionAuth: z.array(ZRecipientActionAuthTypesSchema).default([]).optional(),
+});
+
 export const ZCreateEnvelopeRecipientsRequestSchema = z.object({
   envelopeId: z.string(),
-  data: ZCreateRecipientSchema.array(),
+  data: ZCreateEnvelopeRecipientSchema.array(),
 });
 
 export const ZCreateEnvelopeRecipientsResponseSchema = z.object({

packages/trpc/server/envelope-router/envelope-recipients/update-envelope-recipients.types.ts

@@ -1,8 +1,12 @@
+import { RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
-import { ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
+import {
+  ZRecipientAccessAuthTypesSchema,
+  ZRecipientActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
+import { ZRecipientEmailSchema, ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
 
-import { ZUpdateRecipientSchema } from '../../recipient-router/schema';
 import type { TrpcRouteMeta } from '../../trpc';
 
 export const updateEnvelopeRecipientsMeta: TrpcRouteMeta = {
@@ -15,9 +19,19 @@ export const updateEnvelopeRecipientsMeta: TrpcRouteMeta = {
   },
 };
 
+export const ZUpdateEnvelopeRecipientSchema = z.object({
+  id: z.number().describe('The ID of the recipient to update.'),
+  email: ZRecipientEmailSchema.optional(),
+  name: z.string().max(255).optional(),
+  role: z.nativeEnum(RecipientRole).optional(),
+  signingOrder: z.number().optional(),
+  accessAuth: z.array(ZRecipientAccessAuthTypesSchema).default([]).optional(),
+  actionAuth: z.array(ZRecipientActionAuthTypesSchema).default([]).optional(),
+});
+
 export const ZUpdateEnvelopeRecipientsRequestSchema = z.object({
   envelopeId: z.string(),
-  data: ZUpdateRecipientSchema.array(),
+  data: ZUpdateEnvelopeRecipientSchema.array(),
 });
 
 export const ZUpdateEnvelopeRecipientsResponseSchema = z.object({

packages/trpc/server/envelope-router/set-envelope-recipients.types.ts

@@ -2,7 +2,7 @@ import { EnvelopeType, RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
 import { ZRecipientActionAuthTypesSchema } from '@documenso/lib/types/document-auth';
-import { ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
+import { ZRecipientEmailSchema, ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
 
 export const ZSetEnvelopeRecipientsRequestSchema = z.object({
   envelopeId: z.string(),
@@ -10,7 +10,7 @@ export const ZSetEnvelopeRecipientsRequestSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number().optional(),
-      email: z.string().toLowerCase().email().min(1).max(254),
+      email: ZRecipientEmailSchema,
       name: z.string().max(255),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/envelope-router/use-envelope.types.ts

@@ -16,6 +16,7 @@ import {
 } from '@documenso/lib/types/document-meta';
 import { ZEnvelopeAttachmentTypeSchema } from '@documenso/lib/types/envelope-attachment';
 import { ZFieldMetaPrefillFieldsSchema } from '@documenso/lib/types/field-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { zodFormData } from '../../utils/zod-form-data';
 import type { TrpcRouteMeta } from '../trpc';
@@ -40,7 +41,7 @@ export const ZUseEnvelopePayloadSchema = z.object({
     .array(
       z.object({
         id: z.number().describe('The ID of the recipient in the template.'),
-        email: z.string().email().max(254),
+        email: ZRecipientEmailSchema,
         name: z.string().max(255).optional(),
         signingOrder: z.number().optional(),
       }),

packages/trpc/server/recipient-router/router.ts

@@ -561,7 +561,7 @@ export const recipientRouter = router({
   completeDocumentWithToken: procedure
     .input(ZCompleteDocumentWithTokenMutationSchema)
     .mutation(async ({ input, ctx }) => {
-      const { token, documentId, accessAuthOptions, nextSigner } = input;
+      const { token, documentId, accessAuthOptions, nextSigner, recipientOverride } = input;
 
       ctx.logger.info({
         input: {
@@ -577,6 +577,7 @@ export const recipientRouter = router({
         },
         accessAuthOptions,
         nextSigner,
+        recipientOverride,
         userId: ctx.user?.id,
         requestMetadata: ctx.metadata.requestMetadata,
       });

packages/trpc/server/recipient-router/schema.ts

@@ -171,6 +171,12 @@ export const ZCompleteDocumentWithTokenMutationSchema = z.object({
       name: z.string().min(1).max(255),
     })
     .optional(),
+  recipientOverride: z
+    .object({
+      email: z.string().trim().toLowerCase().email().max(254).optional(),
+      name: z.string().max(255).optional(),
+    })
+    .optional(),
 });
 
 export type TCompleteDocumentWithTokenMutationSchema = z.infer<

packages/trpc/server/template-router/schema.ts

@@ -22,6 +22,7 @@ import {
 } from '@documenso/lib/types/document-meta';
 import { ZEnvelopeAttachmentTypeSchema } from '@documenso/lib/types/envelope-attachment';
 import { ZFieldMetaPrefillFieldsSchema } from '@documenso/lib/types/field-meta';
+import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { ZFindResultResponse, ZFindSearchParamsSchema } from '@documenso/lib/types/search-params';
 import {
   ZTemplateLiteSchema,
@@ -102,7 +103,7 @@ export const ZCreateDocumentFromTemplateRequestSchema = z.object({
     .array(
       z.object({
         id: z.number().describe('The ID of the recipient in the template.'),
-        email: z.string().email().max(254),
+        email: ZRecipientEmailSchema,
         name: z.string().max(255).optional(),
       }),
     )