Merge branch 'main' into feat/public-api

apps/web/src/app/(dashboard)/admin/documents/data-table.tsx

@@ -7,9 +7,9 @@ import Link from 'next/link';
 import { Loader } from 'lucide-react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { FindResultSet } from '@documenso/lib/types/find-result-set';
-import { recipientInitials } from '@documenso/lib/utils/recipient-formatter';
-import { Document, User } from '@documenso/prisma/client';
+import type { FindResultSet } from '@documenso/lib/types/find-result-set';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import type { Document, User } from '@documenso/prisma/client';
 import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
@@ -65,7 +65,7 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
             accessorKey: 'owner',
             cell: ({ row }) => {
               const avatarFallbackText = row.original.User.name
-                ? recipientInitials(row.original.User.name)
+                ? extractInitials(row.original.User.name)
                 : row.original.User.email.slice(0, 1).toUpperCase();
 
               return (

apps/web/src/app/(dashboard)/admin/users/[id]/multiselect-role-combobox.tsx

@@ -0,0 +1,82 @@
+import * as React from 'react';
+
+import { Check, ChevronsUpDown } from 'lucide-react';
+
+import { Role } from '@documenso/prisma/client';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+} from '@documenso/ui/primitives/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+
+type ComboboxProps = {
+  listValues: string[];
+  onChange: (_values: string[]) => void;
+};
+
+const MultiSelectRoleCombobox = ({ listValues, onChange }: ComboboxProps) => {
+  const [open, setOpen] = React.useState(false);
+  const [selectedValues, setSelectedValues] = React.useState<string[]>([]);
+  const dbRoles = Object.values(Role);
+
+  React.useEffect(() => {
+    setSelectedValues(listValues);
+  }, [listValues]);
+
+  const allRoles = [...new Set([...dbRoles, ...selectedValues])];
+
+  const handleSelect = (currentValue: string) => {
+    let newSelectedValues;
+    if (selectedValues.includes(currentValue)) {
+      newSelectedValues = selectedValues.filter((value) => value !== currentValue);
+    } else {
+      newSelectedValues = [...selectedValues, currentValue];
+    }
+
+    setSelectedValues(newSelectedValues);
+    onChange(newSelectedValues);
+    setOpen(false);
+  };
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          role="combobox"
+          aria-expanded={open}
+          className="w-[200px] justify-between"
+        >
+          {selectedValues.length > 0 ? selectedValues.join(', ') : 'Select values...'}
+          <ChevronsUpDown className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent className="w-[200px] p-0">
+        <Command>
+          <CommandInput placeholder={selectedValues.join(', ')} />
+          <CommandEmpty>No value found.</CommandEmpty>
+          <CommandGroup>
+            {allRoles.map((value: string, i: number) => (
+              <CommandItem key={i} onSelect={() => handleSelect(value)}>
+                <Check
+                  className={cn(
+                    'mr-2 h-4 w-4',
+                    selectedValues.includes(value) ? 'opacity-100' : 'opacity-0',
+                  )}
+                />
+                {value}
+              </CommandItem>
+            ))}
+          </CommandGroup>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+};
+
+export { MultiSelectRoleCombobox };

apps/web/src/app/(dashboard)/admin/users/[id]/page.tsx

@@ -9,7 +9,6 @@ import type { z } from 'zod';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateProfileMutationByAdminSchema } from '@documenso/trpc/server/admin-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
-import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Form,
   FormControl,
@@ -21,6 +20,8 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { MultiSelectRoleCombobox } from './multiselect-role-combobox';
+
 const ZUserFormSchema = ZUpdateProfileMutationByAdminSchema.omit({ id: true });
 
 type TUserFormSchema = z.infer<typeof ZUserFormSchema>;
@@ -117,7 +118,7 @@ export default function UserPage({ params }: { params: { id: number } }) {
                   <fieldset className="flex flex-col gap-2">
                     <FormLabel className="text-muted-foreground">Roles</FormLabel>
                     <FormControl>
-                      <Combobox
+                      <MultiSelectRoleCombobox
                         listValues={roles}
                         onChange={(values: string[]) => onChange(values)}
                       />

apps/web/src/app/(dashboard)/admin/users/page.tsx

@@ -1,4 +1,5 @@
-import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
+import { getPricesByPlan } from '@documenso/ee/server-only/stripe/get-prices-by-plan';
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
 
 import { UsersDataTable } from './data-table-users';
 import { search } from './fetch-users.actions';
@@ -18,7 +19,7 @@ export default async function AdminManageUsers({ searchParams = {} }: AdminManag
 
   const [{ users, totalPages }, individualPrices] = await Promise.all([
     search(searchString, page, perPage),
-    getPricesByType('individual'),
+    getPricesByPlan(STRIPE_PLAN_TYPE.COMMUNITY),
   ]);
 
   const individualPriceIds = individualPrices.map((price) => price.id);

apps/web/src/app/(dashboard)/documents/[id]/document-page-view.tsx

@@ -0,0 +1,131 @@
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft, Users2 } from 'lucide-react';
+
+import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
+import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
+import { DocumentStatus as InternalDocumentStatus } from '@documenso/prisma/client';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+
+import { EditDocumentForm } from '~/app/(dashboard)/documents/[id]/edit-document';
+import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
+import { DocumentStatus } from '~/components/formatter/document-status';
+
+export type DocumentPageViewProps = {
+  params: {
+    id: string;
+  };
+  team?: Team;
+};
+
+export const DocumentPageView = async ({ params, team }: DocumentPageViewProps) => {
+  const { id } = params;
+
+  const documentId = Number(id);
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    redirect(documentRootPath);
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const document = await getDocumentById({
+    id: documentId,
+    userId: user.id,
+    teamId: team?.id,
+  }).catch(() => null);
+
+  if (!document || !document.documentData) {
+    redirect(documentRootPath);
+  }
+
+  const { documentData, documentMeta } = document;
+
+  if (documentMeta?.password) {
+    const key = DOCUMENSO_ENCRYPTION_KEY;
+
+    if (!key) {
+      throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY');
+    }
+
+    const securePassword = Buffer.from(
+      symmetricDecrypt({
+        key,
+        data: documentMeta.password,
+      }),
+    ).toString('utf-8');
+
+    documentMeta.password = securePassword;
+  }
+
+  const [recipients, fields] = await Promise.all([
+    getRecipientsForDocument({
+      documentId,
+      userId: user.id,
+    }),
+    getFieldsForDocument({
+      documentId,
+      userId: user.id,
+    }),
+  ]);
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Documents
+      </Link>
+
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+        {document.title}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <DocumentStatus inheritColor status={document.status} className="text-muted-foreground" />
+
+        {recipients.length > 0 && (
+          <div className="text-muted-foreground flex items-center">
+            <Users2 className="mr-2 h-5 w-5" />
+
+            <StackAvatarsWithTooltip recipients={recipients} position="bottom">
+              <span>{recipients.length} Recipient(s)</span>
+            </StackAvatarsWithTooltip>
+          </div>
+        )}
+      </div>
+
+      {document.status !== InternalDocumentStatus.COMPLETED && (
+        <EditDocumentForm
+          className="mt-8"
+          document={document}
+          user={user}
+          documentMeta={documentMeta}
+          recipients={recipients}
+          fields={fields}
+          documentData={documentData}
+          documentRootPath={documentRootPath}
+        />
+      )}
+
+      {document.status === InternalDocumentStatus.COMPLETED && (
+        <div className="mx-auto mt-12 max-w-2xl">
+          <LazyPDFViewer
+            document={document}
+            key={documentData.id}
+            documentMeta={documentMeta}
+            documentData={documentData}
+          />
+        </div>
+      )}
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -4,8 +4,8 @@ import { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
+import type { DocumentData, DocumentMeta, Field, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
-import type { DocumentData, Field, Recipient, User } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -29,8 +29,10 @@ export type EditDocumentFormProps = {
   user: User;
   document: DocumentWithData;
   recipients: Recipient[];
+  documentMeta: DocumentMeta | null;
   fields: Field[];
   documentData: DocumentData;
+  documentRootPath: string;
 };
 
 type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
@@ -41,8 +43,10 @@ export const EditDocumentForm = ({
   document,
   recipients,
   fields,
+  documentMeta,
   user: _user,
   documentData,
+  documentRootPath,
 }: EditDocumentFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
@@ -56,6 +60,8 @@ export const EditDocumentForm = ({
   const { mutateAsync: addFields } = trpc.field.addFields.useMutation();
   const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation();
   const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation();
+  const { mutateAsync: setPasswordForDocument } =
+    trpc.document.setPasswordForDocument.useMutation();
 
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
     title: {
@@ -145,14 +151,16 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message } = data.email;
+    const { subject, message, timezone, dateFormat } = data.meta;
 
     try {
       await sendDocument({
         documentId: document.id,
-        email: {
+        meta: {
           subject,
           message,
+          timezone,
+          dateFormat,
         },
       });
 
@@ -162,7 +170,7 @@ export const EditDocumentForm = ({
         duration: 5000,
       });
 
-      router.push('/documents');
+      router.push(documentRootPath);
     } catch (err) {
       console.error(err);
 
@@ -174,6 +182,13 @@ export const EditDocumentForm = ({
     }
   };
 
+  const onPasswordSubmit = async (password: string) => {
+    await setPasswordForDocument({
+      documentId: document.id,
+      password,
+    });
+  };
+
   const currentDocumentFlow = documentFlow[step];
 
   return (
@@ -183,7 +198,13 @@ export const EditDocumentForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            key={documentData.id}
+            documentData={documentData}
+            document={document}
+            password={documentMeta?.password}
+            onPasswordSubmit={onPasswordSubmit}
+          />
         </CardContent>
       </Card>
 
@@ -199,9 +220,9 @@ export const EditDocumentForm = ({
             <AddTitleFormPartial
               key={recipients.length}
               documentFlow={documentFlow.title}
+              document={document}
               recipients={recipients}
               fields={fields}
-              document={document}
               onSubmit={onAddTitleFormSubmit}
             />
 

apps/web/src/app/(dashboard)/documents/[id]/page.tsx

@@ -1,18 +1,4 @@
-import Link from 'next/link';
-import { redirect } from 'next/navigation';
-
-import { ChevronLeft, Users2 } from 'lucide-react';
-
-import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
-import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
-import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
-import { DocumentStatus as InternalDocumentStatus } from '@documenso/prisma/client';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
-
-import { EditDocumentForm } from '~/app/(dashboard)/documents/[id]/edit-document';
-import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
-import { DocumentStatus } from '~/components/formatter/document-status';
+import { DocumentPageView } from './document-page-view';
 
 export type DocumentPageProps = {
   params: {
@@ -20,80 +6,6 @@ export type DocumentPageProps = {
   };
 };
 
-export default async function DocumentPage({ params }: DocumentPageProps) {
-  const { id } = params;
-
-  const documentId = Number(id);
-
-  if (!documentId || Number.isNaN(documentId)) {
-    redirect('/documents');
-  }
-
-  const { user } = await getRequiredServerComponentSession();
-
-  const document = await getDocumentById({
-    id: documentId,
-    userId: user.id,
-  }).catch(() => null);
-
-  if (!document || !document.documentData) {
-    redirect('/documents');
-  }
-
-  const { documentData } = document;
-
-  const [recipients, fields] = await Promise.all([
-    getRecipientsForDocument({
-      documentId,
-      userId: user.id,
-    }),
-    getFieldsForDocument({
-      documentId,
-      userId: user.id,
-    }),
-  ]);
-
-  return (
-    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
-      <Link href="/documents" className="flex items-center text-[#7AC455] hover:opacity-80">
-        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
-        Documents
-      </Link>
-
-      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-        {document.title}
-      </h1>
-
-      <div className="mt-2.5 flex items-center gap-x-6">
-        <DocumentStatus inheritColor status={document.status} className="text-muted-foreground" />
-
-        {recipients.length > 0 && (
-          <div className="text-muted-foreground flex items-center">
-            <Users2 className="mr-2 h-5 w-5" />
-
-            <StackAvatarsWithTooltip recipients={recipients} position="bottom">
-              <span>{recipients.length} Recipient(s)</span>
-            </StackAvatarsWithTooltip>
-          </div>
-        )}
-      </div>
-
-      {document.status !== InternalDocumentStatus.COMPLETED && (
-        <EditDocumentForm
-          className="mt-8"
-          document={document}
-          user={user}
-          recipients={recipients}
-          fields={fields}
-          documentData={documentData}
-        />
-      )}
-
-      {document.status === InternalDocumentStatus.COMPLETED && (
-        <div className="mx-auto mt-12 max-w-2xl">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
-        </div>
-      )}
-    </div>
-  );
+export default function DocumentPage({ params }: DocumentPageProps) {
+  return <DocumentPageView params={params} />;
 }

apps/web/src/app/(dashboard)/documents/_action-items/resend-document.tsx

@@ -10,6 +10,7 @@ import * as z from 'zod';
 
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import type { Team } from '@documenso/prisma/client';
 import { type Document, type Recipient, SigningStatus } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -39,8 +40,11 @@ import { StackAvatar } from '~/components/(dashboard)/avatar/stack-avatar';
 const FORM_ID = 'resend-email';
 
 export type ResendDocumentActionItemProps = {
-  document: Document;
+  document: Document & {
+    team: Pick<Team, 'id' | 'url'> | null;
+  };
   recipients: Recipient[];
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const ZResendDocumentFormSchema = z.object({
@@ -54,15 +58,17 @@ export type TResendDocumentFormSchema = z.infer<typeof ZResendDocumentFormSchema
 export const ResendDocumentActionItem = ({
   document,
   recipients,
+  team,
 }: ResendDocumentActionItemProps) => {
   const { data: session } = useSession();
   const { toast } = useToast();
 
   const [isOpen, setIsOpen] = useState(false);
   const isOwner = document.userId === session?.user?.id;
+  const isCurrentTeamDocument = team && document.team?.url === team.url;
 
   const isDisabled =
-    !isOwner ||
+    (!isOwner && !isCurrentTeamDocument) ||
     document.status !== 'PENDING' ||
     !recipients.some((r) => r.signingStatus === SigningStatus.NOT_SIGNED);
 
@@ -82,7 +88,7 @@ export const ResendDocumentActionItem = ({
 
   const onFormSubmit = async ({ recipients }: TResendDocumentFormSchema) => {
     try {
-      await resendDocument({ documentId: document.id, recipients });
+      await resendDocument({ documentId: document.id, recipients, teamId: team?.id });
 
       toast({
         title: 'Document re-sent',

apps/web/src/app/(dashboard)/documents/data-table-action-button.tsx

@@ -2,13 +2,14 @@
 
 import Link from 'next/link';
 
-import { Download, Edit, Pencil } from 'lucide-react';
+import { CheckCircle, Download, Edit, EyeIcon, Pencil } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 import { match } from 'ts-pattern';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
-import type { Document, Recipient, User } from '@documenso/prisma/client';
-import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
@@ -18,10 +19,12 @@ export type DataTableActionButtonProps = {
   row: Document & {
     User: Pick<User, 'id' | 'name' | 'email'>;
     Recipient: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
   };
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
+export const DataTableActionButton = ({ row, team }: DataTableActionButtonProps) => {
   const { data: session } = useSession();
   const { toast } = useToast();
 
@@ -37,6 +40,10 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
   const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
+  const role = recipient?.role;
+  const isCurrentTeamDocument = team && row.team?.url === team.url;
+
+  const documentsPath = formatDocumentsPath(team?.url);
 
   const onDownloadClick = async () => {
     try {
@@ -45,6 +52,7 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
       if (!recipient) {
         document = await trpcClient.document.getDocumentById.query({
           id: row.id,
+          teamId: team?.id,
         });
       } else {
         document = await trpcClient.document.getDocumentByToken.query({
@@ -55,33 +63,24 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
       const documentData = document?.documentData;
 
       if (!documentData) {
-        return;
+        throw Error('No document available');
       }
 
-      const documentBytes = await getFile(documentData);
-
-      const blob = new Blob([documentBytes], {
-        type: 'application/pdf',
-      });
-
-      const link = window.document.createElement('a');
-      const baseTitle = row.title.includes('.pdf') ? row.title.split('.pdf')[0] : row.title;
-
-      link.href = window.URL.createObjectURL(blob);
-      link.download = baseTitle ? `${baseTitle}_signed.pdf` : 'document.pdf';
-
-      link.click();
-
-      window.URL.revokeObjectURL(link.href);
-    } catch (error) {
+      await downloadPDF({ documentData, fileName: row.title });
+    } catch (err) {
       toast({
         title: 'Something went wrong',
-        description: 'An error occurred while trying to download file.',
+        description: 'An error occurred while downloading your document.',
         variant: 'destructive',
       });
     }
   };
 
+  // TODO: Consider if want to keep this logic for hiding viewing for CC'ers
+  if (recipient?.role === RecipientRole.CC && isComplete === false) {
+    return null;
+  }
+
   return match({
     isOwner,
     isRecipient,
@@ -89,27 +88,48 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
     isPending,
     isComplete,
     isSigned,
+    isCurrentTeamDocument,
   })
-    .with({ isOwner: true, isDraft: true }, () => (
-      <Button className="w-32" asChild>
-        <Link href={`/documents/${row.id}`}>
-          <Edit className="-ml-1 mr-2 h-4 w-4" />
-          Edit
-        </Link>
-      </Button>
-    ))
+    .with(
+      isOwner ? { isDraft: true, isOwner: true } : { isDraft: true, isCurrentTeamDocument: true },
+      () => (
+        <Button className="w-32" asChild>
+          <Link href={`${documentsPath}/${row.id}`}>
+            <Edit className="-ml-1 mr-2 h-4 w-4" />
+            Edit
+          </Link>
+        </Button>
+      ),
+    )
     .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
       <Button className="w-32" asChild>
         <Link href={`/sign/${recipient?.token}`}>
-          <Pencil className="-ml-1 mr-2 h-4 w-4" />
-          Sign
+          {match(role)
+            .with(RecipientRole.SIGNER, () => (
+              <>
+                <Pencil className="-ml-1 mr-2 h-4 w-4" />
+                Sign
+              </>
+            ))
+            .with(RecipientRole.APPROVER, () => (
+              <>
+                <CheckCircle className="-ml-1 mr-2 h-4 w-4" />
+                Approve
+              </>
+            ))
+            .otherwise(() => (
+              <>
+                <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+                View
+              </>
+            ))}
         </Link>
       </Button>
     ))
     .with({ isPending: true, isSigned: true }, () => (
       <Button className="w-32" disabled={true}>
-        <Pencil className="-ml-1 mr-2 inline h-4 w-4" />
-        Sign
+        <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+        View
       </Button>
     ))
     .with({ isComplete: true }, () => (

apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx

@@ -5,9 +5,11 @@ import { useState } from 'react';
 import Link from 'next/link';
 
 import {
+  CheckCircle,
   Copy,
   Download,
   Edit,
+  EyeIcon,
   Loader,
   MoreHorizontal,
   Pencil,
@@ -17,9 +19,10 @@ import {
 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
-import type { Document, Recipient, User } from '@documenso/prisma/client';
-import { DocumentStatus } from '@documenso/prisma/client';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { DocumentStatus, RecipientRole } from '@documenso/prisma/client';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
@@ -30,6 +33,7 @@ import {
   DropdownMenuLabel,
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { ResendDocumentActionItem } from './_action-items/resend-document';
 import { DeleteDocumentDialog } from './delete-document-dialog';
@@ -39,11 +43,14 @@ export type DataTableActionDropdownProps = {
   row: Document & {
     User: Pick<User, 'id' | 'name' | 'email'>;
     Recipient: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
   };
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
+export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownProps) => {
   const { data: session } = useSession();
+  const { toast } = useToast();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
@@ -61,44 +68,43 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
   const isComplete = row.status === DocumentStatus.COMPLETED;
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const isDocumentDeletable = isOwner;
+  const isCurrentTeamDocument = team && row.team?.url === team.url;
+
+  const documentsPath = formatDocumentsPath(team?.url);
 
   const onDownloadClick = async () => {
-    let document: DocumentWithData | null = null;
+    try {
+      let document: DocumentWithData | null = null;
 
-    if (!recipient) {
-      document = await trpcClient.document.getDocumentById.query({
-        id: row.id,
-      });
-    } else {
-      document = await trpcClient.document.getDocumentByToken.query({
-        token: recipient.token,
+      if (!recipient) {
+        document = await trpcClient.document.getDocumentById.query({
+          id: row.id,
+          teamId: team?.id,
+        });
+      } else {
+        document = await trpcClient.document.getDocumentByToken.query({
+          token: recipient.token,
+        });
+      }
+
+      const documentData = document?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: row.title });
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'An error occurred while downloading your document.',
+        variant: 'destructive',
       });
     }
-
-    const documentData = document?.documentData;
-
-    if (!documentData) {
-      return;
-    }
-
-    const documentBytes = await getFile(documentData);
-
-    const blob = new Blob([documentBytes], {
-      type: 'application/pdf',
-    });
-
-    const link = window.document.createElement('a');
-    const baseTitle = row.title.includes('.pdf') ? row.title.split('.pdf')[0] : row.title;
-
-    link.href = window.URL.createObjectURL(blob);
-    link.download = baseTitle ? `${baseTitle}_signed.pdf` : 'document.pdf';
-
-    link.click();
-
-    window.URL.revokeObjectURL(link.href);
   };
 
   const nonSignedRecipients = row.Recipient.filter((item) => item.signingStatus !== 'SIGNED');
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger>
@@ -108,15 +114,35 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
       <DropdownMenuContent className="w-52" align="start" forceMount>
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
-        <DropdownMenuItem disabled={!recipient || isComplete} asChild>
-          <Link href={`/sign/${recipient?.token}`}>
-            <Pencil className="mr-2 h-4 w-4" />
-            Sign
-          </Link>
-        </DropdownMenuItem>
+        {recipient && recipient?.role !== RecipientRole.CC && (
+          <DropdownMenuItem disabled={!recipient || isComplete} asChild>
+            <Link href={`/sign/${recipient?.token}`}>
+              {recipient?.role === RecipientRole.VIEWER && (
+                <>
+                  <EyeIcon className="mr-2 h-4 w-4" />
+                  View
+                </>
+              )}
 
-        <DropdownMenuItem disabled={!isOwner || isComplete} asChild>
-          <Link href={`/documents/${row.id}`}>
+              {recipient?.role === RecipientRole.SIGNER && (
+                <>
+                  <Pencil className="mr-2 h-4 w-4" />
+                  Sign
+                </>
+              )}
+
+              {recipient?.role === RecipientRole.APPROVER && (
+                <>
+                  <CheckCircle className="mr-2 h-4 w-4" />
+                  Approve
+                </>
+              )}
+            </Link>
+          </DropdownMenuItem>
+        )}
+
+        <DropdownMenuItem disabled={(!isOwner && !isCurrentTeamDocument) || isComplete} asChild>
+          <Link href={`${documentsPath}/${row.id}`}>
             <Edit className="mr-2 h-4 w-4" />
             Edit
           </Link>
@@ -144,7 +170,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
 
         <DropdownMenuLabel>Share</DropdownMenuLabel>
 
-        <ResendDocumentActionItem document={row} recipients={nonSignedRecipients} />
+        <ResendDocumentActionItem document={row} recipients={nonSignedRecipients} team={team} />
 
         <DocumentShareButton
           documentId={row.id}
@@ -164,6 +190,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
         <DeleteDocumentDialog
           id={row.id}
           status={row.status}
+          documentTitle={row.title}
           open={isDeleteDialogOpen}
           onOpenChange={setDeleteDialogOpen}
         />
@@ -173,6 +200,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
           id={row.id}
           open={isDuplicateDialogOpen}
           onOpenChange={setDuplicateDialogOpen}
+          team={team}
         />
       )}
     </DropdownMenu>

apps/web/src/app/(dashboard)/documents/data-table-sender-filter.tsx

@@ -0,0 +1,63 @@
+'use client';
+
+import { usePathname, useRouter, useSearchParams } from 'next/navigation';
+
+import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import { parseToIntegerArray } from '@documenso/lib/utils/params';
+import { trpc } from '@documenso/trpc/react';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
+
+type DataTableSenderFilterProps = {
+  teamId: number;
+};
+
+export const DataTableSenderFilter = ({ teamId }: DataTableSenderFilterProps) => {
+  const pathname = usePathname();
+  const searchParams = useSearchParams();
+  const router = useRouter();
+
+  const isMounted = useIsMounted();
+
+  const senderIds = parseToIntegerArray(searchParams?.get('senderIds') ?? '');
+
+  const { data, isInitialLoading } = trpc.team.getTeamMembers.useQuery({
+    teamId,
+  });
+
+  const comboBoxOptions = (data ?? []).map((member) => ({
+    label: member.user.name ?? member.user.email,
+    value: member.user.id,
+  }));
+
+  const onChange = (newSenderIds: number[]) => {
+    if (!pathname) {
+      return;
+    }
+
+    const params = new URLSearchParams(searchParams?.toString());
+
+    params.set('senderIds', newSenderIds.join(','));
+
+    if (newSenderIds.length === 0) {
+      params.delete('senderIds');
+    }
+
+    router.push(`${pathname}?${params.toString()}`, { scroll: false });
+  };
+
+  return (
+    <MultiSelectCombobox
+      emptySelectionPlaceholder={
+        <p className="text-muted-foreground font-normal">
+          <span className="text-muted-foreground/70">Sender:</span> All
+        </p>
+      }
+      enableClearAllButton={true}
+      inputPlaceholder="Search"
+      loading={!isMounted || isInitialLoading}
+      options={comboBoxOptions}
+      selectedValues={senderIds}
+      onChange={onChange}
+    />
+  );
+};

apps/web/src/app/(dashboard)/documents/data-table.tsx

@@ -7,7 +7,7 @@ import { useSession } from 'next-auth/react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import type { FindResultSet } from '@documenso/lib/types/find-result-set';
-import type { Document, Recipient, User } from '@documenso/prisma/client';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
@@ -25,11 +25,18 @@ export type DocumentsDataTableProps = {
     Document & {
       Recipient: Recipient[];
       User: Pick<User, 'id' | 'name' | 'email'>;
+      team: Pick<Team, 'id' | 'url'> | null;
     }
   >;
+  showSenderColumn?: boolean;
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
+export const DocumentsDataTable = ({
+  results,
+  showSenderColumn,
+  team,
+}: DocumentsDataTableProps) => {
   const { data: session } = useSession();
   const [isPending, startTransition] = useTransition();
 
@@ -61,6 +68,11 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
             header: 'Title',
             cell: ({ row }) => <DataTableTitle row={row.original} />,
           },
+          {
+            id: 'sender',
+            header: 'Sender',
+            cell: ({ row }) => row.original.User.name ?? row.original.User.email,
+          },
           {
             header: 'Recipient',
             accessorKey: 'recipient',
@@ -79,8 +91,8 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
               (!row.original.deletedAt ||
                 row.original.status === ExtendedDocumentStatus.COMPLETED) && (
                 <div className="flex items-center gap-x-4">
-                  <DataTableActionButton row={row.original} />
-                  <DataTableActionDropdown row={row.original} />
+                  <DataTableActionButton team={team} row={row.original} />
+                  <DataTableActionDropdown team={team} row={row.original} />
                 </div>
               ),
           },
@@ -90,6 +102,9 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
         currentPage={results.currentPage}
         totalPages={results.totalPages}
         onPaginationChange={onPaginationChange}
+        columnVisibility={{
+          sender: Boolean(showSenderColumn),
+        }}
       >
         {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
       </DataTable>

apps/web/src/app/(dashboard)/documents/delete-document-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
@@ -21,6 +21,7 @@ type DeleteDraftDocumentDialogProps = {
   open: boolean;
   onOpenChange: (_open: boolean) => void;
   status: DocumentStatus;
+  documentTitle: string;
 };
 
 export const DeleteDocumentDialog = ({
@@ -28,6 +29,7 @@ export const DeleteDocumentDialog = ({
   open,
   onOpenChange,
   status,
+  documentTitle,
 }: DeleteDraftDocumentDialogProps) => {
   const router = useRouter();
 
@@ -42,7 +44,7 @@ export const DeleteDocumentDialog = ({
 
       toast({
         title: 'Document deleted',
-        description: 'Your document has been successfully deleted.',
+        description: `"${documentTitle}" has been successfully deleted`,
         duration: 5000,
       });
 
@@ -50,6 +52,13 @@ export const DeleteDocumentDialog = ({
     },
   });
 
+  useEffect(() => {
+    if (open) {
+      setInputValue('');
+      setIsDeleteEnabled(status === DocumentStatus.DRAFT);
+    }
+  }, [open, status]);
+
   const onDelete = async () => {
     try {
       await deleteDocument({ id, status });
@@ -72,7 +81,7 @@ export const DeleteDocumentDialog = ({
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>Do you want to delete this document?</DialogTitle>
+          <DialogTitle>Are you sure you want to delete "{documentTitle}"?</DialogTitle>
 
           <DialogDescription>
             Please note that this action is irreversible. Once confirmed, your document will be
@@ -81,7 +90,7 @@ export const DeleteDocumentDialog = ({
         </DialogHeader>
 
         {status !== DocumentStatus.DRAFT && (
-          <div className="mt-8">
+          <div className="mt-4">
             <Input
               type="text"
               value={inputValue}

apps/web/src/app/(dashboard)/documents/documents-page-view.tsx

@@ -0,0 +1,155 @@
+import Link from 'next/link';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { findDocuments } from '@documenso/lib/server-only/document/find-documents';
+import type { PeriodSelectorValue } from '@documenso/lib/server-only/document/find-documents';
+import type { GetStatsInput } from '@documenso/lib/server-only/document/get-stats';
+import { getStats } from '@documenso/lib/server-only/document/get-stats';
+import { parseToIntegerArray } from '@documenso/lib/utils/params';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Team, TeamEmail } from '@documenso/prisma/client';
+import { isExtendedDocumentStatus } from '@documenso/prisma/guards/is-extended-document-status';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+
+import { PeriodSelector } from '~/components/(dashboard)/period-selector/period-selector';
+import { isPeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
+import { DocumentStatus } from '~/components/formatter/document-status';
+
+import { DocumentsDataTable } from './data-table';
+import { DataTableSenderFilter } from './data-table-sender-filter';
+import { EmptyDocumentState } from './empty-state';
+import { UploadDocument } from './upload-document';
+
+export type DocumentsPageViewProps = {
+  searchParams?: {
+    status?: ExtendedDocumentStatus;
+    period?: PeriodSelectorValue;
+    page?: string;
+    perPage?: string;
+    senderIds?: string;
+  };
+  team?: Team & { teamEmail?: TeamEmail | null };
+};
+
+export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPageViewProps) => {
+  const { user } = await getRequiredServerComponentSession();
+
+  const status = isExtendedDocumentStatus(searchParams.status) ? searchParams.status : 'ALL';
+  const period = isPeriodSelectorValue(searchParams.period) ? searchParams.period : '';
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 20;
+  const senderIds = parseToIntegerArray(searchParams.senderIds ?? '');
+  const currentTeam = team ? { id: team.id, url: team.url } : undefined;
+
+  const getStatOptions: GetStatsInput = {
+    user,
+    period,
+  };
+
+  if (team) {
+    getStatOptions.team = {
+      teamId: team.id,
+      teamEmail: team.teamEmail?.email,
+      senderIds,
+    };
+  }
+
+  const stats = await getStats(getStatOptions);
+
+  const results = await findDocuments({
+    userId: user.id,
+    teamId: team?.id,
+    status,
+    orderBy: {
+      column: 'createdAt',
+      direction: 'desc',
+    },
+    page,
+    perPage,
+    period,
+    senderIds,
+  });
+
+  const getTabHref = (value: typeof status) => {
+    const params = new URLSearchParams(searchParams);
+
+    params.set('status', value);
+
+    if (params.has('page')) {
+      params.delete('page');
+    }
+
+    return `${formatDocumentsPath(team?.url)}?${params.toString()}`;
+  };
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+      <UploadDocument team={currentTeam} />
+
+      <div className="mt-12 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
+        <div className="flex flex-row items-center">
+          {team && (
+            <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+              <AvatarFallback className="text-xs text-gray-400">
+                {team.name.slice(0, 1)}
+              </AvatarFallback>
+            </Avatar>
+          )}
+
+          <h1 className="text-4xl font-semibold">Documents</h1>
+        </div>
+
+        <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
+          <Tabs value={status} className="overflow-x-auto">
+            <TabsList>
+              {[
+                ExtendedDocumentStatus.INBOX,
+                ExtendedDocumentStatus.PENDING,
+                ExtendedDocumentStatus.COMPLETED,
+                ExtendedDocumentStatus.DRAFT,
+                ExtendedDocumentStatus.ALL,
+              ].map((value) => (
+                <TabsTrigger
+                  key={value}
+                  className="hover:text-foreground min-w-[60px]"
+                  value={value}
+                  asChild
+                >
+                  <Link href={getTabHref(value)} scroll={false}>
+                    <DocumentStatus status={value} />
+
+                    {value !== ExtendedDocumentStatus.ALL && (
+                      <span className="ml-1 inline-block opacity-50">
+                        {Math.min(stats[value], 99)}
+                        {stats[value] > 99 && '+'}
+                      </span>
+                    )}
+                  </Link>
+                </TabsTrigger>
+              ))}
+            </TabsList>
+          </Tabs>
+
+          {team && <DataTableSenderFilter teamId={team.id} />}
+
+          <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
+            <PeriodSelector />
+          </div>
+        </div>
+      </div>
+
+      <div className="mt-8">
+        {results.count > 0 && (
+          <DocumentsDataTable
+            results={results}
+            showSenderColumn={team !== undefined}
+            team={currentTeam}
+          />
+        )}
+        {results.count === 0 && <EmptyDocumentState status={status} />}
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/documents/duplicate-document-dialog.tsx

@@ -1,5 +1,7 @@
 import { useRouter } from 'next/navigation';
 
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -16,18 +18,21 @@ type DuplicateDocumentDialogProps = {
   id: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const DuplicateDocumentDialog = ({
   id,
   open,
   onOpenChange,
+  team,
 }: DuplicateDocumentDialogProps) => {
   const router = useRouter();
   const { toast } = useToast();
 
   const { data: document, isLoading } = trpcReact.document.getDocumentById.useQuery({
     id,
+    teamId: team?.id,
   });
 
   const documentData = document?.documentData
@@ -37,10 +42,13 @@ export const DuplicateDocumentDialog = ({
       }
     : undefined;
 
+  const documentsPath = formatDocumentsPath(team?.url);
+
   const { mutateAsync: duplicateDocument, isLoading: isDuplicateLoading } =
     trpcReact.document.duplicateDocument.useMutation({
       onSuccess: (newId) => {
-        router.push(`/documents/${newId}`);
+        router.push(`${documentsPath}/${newId}`);
+
         toast({
           title: 'Document Duplicated',
           description: 'Your document has been successfully duplicated.',
@@ -53,7 +61,7 @@ export const DuplicateDocumentDialog = ({
 
   const onDuplicate = async () => {
     try {
-      await duplicateDocument({ id });
+      await duplicateDocument({ id, teamId: team?.id });
     } catch {
       toast({
         title: 'Something went wrong',

apps/web/src/app/(dashboard)/documents/page.tsx

@@ -1,114 +1,16 @@
-import Link from 'next/link';
+import type { Metadata } from 'next';
 
-import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { findDocuments } from '@documenso/lib/server-only/document/find-documents';
-import { getStats } from '@documenso/lib/server-only/document/get-stats';
-import { isExtendedDocumentStatus } from '@documenso/prisma/guards/is-extended-document-status';
-import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
-import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
-
-import { PeriodSelector } from '~/components/(dashboard)/period-selector/period-selector';
-import type { PeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
-import { isPeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
-import { DocumentStatus } from '~/components/formatter/document-status';
-
-import { DocumentsDataTable } from './data-table';
-import { EmptyDocumentState } from './empty-state';
-import { UploadDocument } from './upload-document';
+import type { DocumentsPageViewProps } from './documents-page-view';
+import { DocumentsPageView } from './documents-page-view';
 
 export type DocumentsPageProps = {
-  searchParams?: {
-    status?: ExtendedDocumentStatus;
-    period?: PeriodSelectorValue;
-    page?: string;
-    perPage?: string;
-  };
+  searchParams?: DocumentsPageViewProps['searchParams'];
 };
 
-export default async function DocumentsPage({ searchParams = {} }: DocumentsPageProps) {
-  const { user } = await getRequiredServerComponentSession();
+export const metadata: Metadata = {
+  title: 'Documents',
+};
 
-  const stats = await getStats({
-    user,
-  });
-
-  const status = isExtendedDocumentStatus(searchParams.status) ? searchParams.status : 'ALL';
-  const period = isPeriodSelectorValue(searchParams.period) ? searchParams.period : '';
-  const page = Number(searchParams.page) || 1;
-  const perPage = Number(searchParams.perPage) || 20;
-
-  const results = await findDocuments({
-    userId: user.id,
-    status,
-    orderBy: {
-      column: 'createdAt',
-      direction: 'desc',
-    },
-    page,
-    perPage,
-    period,
-  });
-
-  const getTabHref = (value: typeof status) => {
-    const params = new URLSearchParams(searchParams);
-
-    params.set('status', value);
-
-    if (params.has('page')) {
-      params.delete('page');
-    }
-
-    return `/documents?${params.toString()}`;
-  };
-
-  return (
-    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
-      <UploadDocument />
-
-      <div className="mt-12 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
-        <h1 className="text-4xl font-semibold">Documents</h1>
-
-        <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
-          <Tabs defaultValue={status} className="overflow-x-auto">
-            <TabsList>
-              {[
-                ExtendedDocumentStatus.INBOX,
-                ExtendedDocumentStatus.PENDING,
-                ExtendedDocumentStatus.COMPLETED,
-                ExtendedDocumentStatus.DRAFT,
-                ExtendedDocumentStatus.ALL,
-              ].map((value) => (
-                <TabsTrigger
-                  key={value}
-                  className="hover:text-foreground min-w-[60px]"
-                  value={value}
-                  asChild
-                >
-                  <Link href={getTabHref(value)} scroll={false}>
-                    <DocumentStatus status={value} />
-
-                    {value !== ExtendedDocumentStatus.ALL && (
-                      <span className="ml-1 hidden opacity-50 md:inline-block">
-                        {Math.min(stats[value], 99)}
-                        {stats[value] > 99 && '+'}
-                      </span>
-                    )}
-                  </Link>
-                </TabsTrigger>
-              ))}
-            </TabsList>
-          </Tabs>
-
-          <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
-            <PeriodSelector />
-          </div>
-        </div>
-      </div>
-
-      <div className="mt-8">
-        {results.count > 0 && <DocumentsDataTable results={results} />}
-        {results.count === 0 && <EmptyDocumentState status={status} />}
-      </div>
-    </div>
-  );
+export default function DocumentsPage({ searchParams = {} }: DocumentsPageProps) {
+  return <DocumentsPageView searchParams={searchParams} />;
 }

apps/web/src/app/(dashboard)/documents/upload-document.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { useMemo, useState } from 'react';
 
 import Link from 'next/link';
 import { useRouter } from 'next/navigation';
@@ -10,8 +10,10 @@ import { useSession } from 'next-auth/react';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -20,11 +22,16 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type UploadDocumentProps = {
   className?: string;
+  team?: {
+    id: number;
+    url: string;
+  };
 };
 
-export const UploadDocument = ({ className }: UploadDocumentProps) => {
+export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
   const router = useRouter();
   const analytics = useAnalytics();
+
   const { data: session } = useSession();
 
   const { toast } = useToast();
@@ -35,6 +42,18 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
 
   const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
 
+  const disabledMessage = useMemo(() => {
+    if (remaining.documents === 0) {
+      return team
+        ? 'Document upload disabled due to unpaid invoices'
+        : 'You have reached your document limit.';
+    }
+
+    if (!session?.user.emailVerified) {
+      return 'Verify your email to upload documents.';
+    }
+  }, [remaining.documents, session?.user.emailVerified, team]);
+
   const onFileDrop = async (file: File) => {
     try {
       setIsLoading(true);
@@ -49,6 +68,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
       const { id } = await createDocument({
         title: file.name,
         documentDataId,
+        teamId: team?.id,
       });
 
       toast({
@@ -63,7 +83,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
         timestamp: new Date().toISOString(),
       });
 
-      router.push(`/documents/${id}`);
+      router.push(`${formatDocumentsPath(team?.url)}/${id}`);
     } catch (error) {
       console.error(error);
 
@@ -85,20 +105,33 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
     }
   };
 
+  const onFileDropRejected = () => {
+    toast({
+      title: 'Your document failed to upload.',
+      description: `File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
   return (
     <div className={cn('relative', className)}>
       <DocumentDropzone
         className="min-h-[40vh]"
         disabled={remaining.documents === 0 || !session?.user.emailVerified}
+        disabledMessage={disabledMessage}
         onDrop={onFileDrop}
+        onDropRejected={onFileDropRejected}
       />
 
       <div className="absolute -bottom-6 right-0">
-        {remaining.documents > 0 && Number.isFinite(remaining.documents) && (
-          <p className="text-muted-foreground/60 text-xs">
-            {remaining.documents} of {quota.documents} documents remaining this month.
-          </p>
-        )}
+        {team?.id === undefined &&
+          remaining.documents > 0 &&
+          Number.isFinite(remaining.documents) && (
+            <p className="text-muted-foreground/60 text-xs">
+              {remaining.documents} of {quota.documents} documents remaining this month.
+            </p>
+          )}
       </div>
 
       {isLoading && (
@@ -107,7 +140,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
         </div>
       )}
 
-      {remaining.documents === 0 && (
+      {team?.id === undefined && remaining.documents === 0 && (
         <div className="bg-background/60 absolute inset-0 flex items-center justify-center rounded-lg backdrop-blur-sm">
           <div className="text-center">
             <h2 className="text-muted-foreground/80 text-xl font-semibold">

apps/web/src/app/(dashboard)/layout.tsx

@@ -7,6 +7,7 @@ import { getServerSession } from 'next-auth';
 import { LimitsProvider } from '@documenso/ee/server-only/limits/provider/server';
 import { NEXT_AUTH_OPTIONS } from '@documenso/lib/next-auth/auth-options';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeams } from '@documenso/lib/server-only/team/get-teams';
 
 import { Header } from '~/components/(dashboard)/layout/header';
 import { VerifyEmailBanner } from '~/components/(dashboard)/layout/verify-email-banner';
@@ -26,13 +27,17 @@ export default async function AuthenticatedDashboardLayout({
     redirect('/signin');
   }
 
-  const { user } = await getRequiredServerComponentSession();
+  const [{ user }, teams] = await Promise.all([
+    getRequiredServerComponentSession(),
+    getTeams({ userId: session.user.id }),
+  ]);
 
   return (
     <NextAuthProvider session={session}>
       <LimitsProvider>
         {!user.emailVerified && <VerifyEmailBanner email={user.email} />}
-        <Header user={user} />
+
+        <Header user={user} teams={teams} />
 
         <main className="mt-8 pb-8 md:mt-12 md:pb-12">{children}</main>
 

apps/web/src/app/(dashboard)/settings/billing/billing-portal-button.tsx

@@ -7,7 +7,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { createBillingPortal } from './create-billing-portal.action';
 
-export const BillingPortalButton = () => {
+export type BillingPortalButtonProps = {
+  buttonProps?: React.ComponentProps<typeof Button>;
+};
+
+export const BillingPortalButton = ({ buttonProps }: BillingPortalButtonProps) => {
   const { toast } = useToast();
 
   const [isFetchingPortalUrl, setIsFetchingPortalUrl] = useState(false);
@@ -48,7 +52,11 @@ export const BillingPortalButton = () => {
   };
 
   return (
-    <Button onClick={async () => handleFetchPortalUrl()} loading={isFetchingPortalUrl}>
+    <Button
+      {...buttonProps}
+      onClick={async () => handleFetchPortalUrl()}
+      loading={isFetchingPortalUrl}
+    >
       Manage Subscription
     </Button>
   );

apps/web/src/app/(dashboard)/settings/billing/page.tsx

@@ -1,11 +1,13 @@
+import type { Metadata } from 'next';
 import { redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
 import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPricesByInterval } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
-import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
+import { getPricesByPlan } from '@documenso/ee/server-only/stripe/get-prices-by-plan';
 import { getProductByPriceId } from '@documenso/ee/server-only/stripe/get-product-by-price-id';
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
 import { type Stripe } from '@documenso/lib/server-only/stripe';
@@ -17,6 +19,10 @@ import { LocaleDate } from '~/components/formatter/locale-date';
 import { BillingPlans } from './billing-plans';
 import { BillingPortalButton } from './billing-portal-button';
 
+export const metadata: Metadata = {
+  title: 'Billing',
+};
+
 export default async function BillingSettingsPage() {
   let { user } = await getRequiredServerComponentSession();
 
@@ -31,23 +37,23 @@ export default async function BillingSettingsPage() {
     user = await getStripeCustomerByUser(user).then((result) => result.user);
   }
 
-  const [subscriptions, prices, individualPrices] = await Promise.all([
+  const [subscriptions, prices, communityPlanPrices] = await Promise.all([
     getSubscriptionsByUserId({ userId: user.id }),
-    getPricesByInterval({ type: 'individual' }),
-    getPricesByType('individual'),
+    getPricesByInterval({ plan: STRIPE_PLAN_TYPE.COMMUNITY }),
+    getPricesByPlan(STRIPE_PLAN_TYPE.COMMUNITY),
   ]);
 
-  const individualPriceIds = individualPrices.map(({ id }) => id);
+  const communityPlanPriceIds = communityPlanPrices.map(({ id }) => id);
 
   let subscriptionProduct: Stripe.Product | null = null;
 
-  const individualUserSubscriptions = subscriptions.filter(({ priceId }) =>
-    individualPriceIds.includes(priceId),
+  const communityPlanUserSubscriptions = subscriptions.filter(({ priceId }) =>
+    communityPlanPriceIds.includes(priceId),
   );
 
   const subscription =
-    individualUserSubscriptions.find(({ status }) => status === SubscriptionStatus.ACTIVE) ??
-    individualUserSubscriptions[0];
+    communityPlanUserSubscriptions.find(({ status }) => status === SubscriptionStatus.ACTIVE) ??
+    communityPlanUserSubscriptions[0];
 
   if (subscription?.priceId) {
     subscriptionProduct = await getProductByPriceId({ priceId: subscription.priceId }).catch(

apps/web/src/app/(dashboard)/settings/profile/page.tsx

@@ -1,17 +1,20 @@
+import type { Metadata } from 'next';
+
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
 import { ProfileForm } from '~/components/forms/profile';
 
+export const metadata: Metadata = {
+  title: 'Profile',
+};
+
 export default async function ProfileSettingsPage() {
   const { user } = await getRequiredServerComponentSession();
 
   return (
     <div>
-      <h3 className="text-2xl font-semibold">Profile</h3>
-
-      <p className="text-muted-foreground mt-2 text-sm">Here you can edit your personal details.</p>
-
-      <hr className="my-4" />
+      <SettingsHeader title="Profile" subtitle="Here you can edit your personal details." />
 
       <ProfileForm user={user} className="max-w-xl" />
     </div>

apps/web/src/app/(dashboard)/settings/security/activity/page.tsx

@@ -0,0 +1,23 @@
+import type { Metadata } from 'next';
+
+import { UserSecurityActivityDataTable } from './user-security-activity-data-table';
+
+export const metadata: Metadata = {
+  title: 'Security activity',
+};
+
+export default function SettingsSecurityActivityPage() {
+  return (
+    <div>
+      <h3 className="text-2xl font-semibold">Security activity</h3>
+
+      <p className="text-muted-foreground mt-2 text-sm">
+        View all recent security activity related to your account.
+      </p>
+
+      <hr className="my-4" />
+
+      <UserSecurityActivityDataTable />
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/settings/security/activity/user-security-activity-data-table.tsx

@@ -0,0 +1,156 @@
+'use client';
+
+import { usePathname, useRouter, useSearchParams } from 'next/navigation';
+
+import type { DateTimeFormatOptions } from 'luxon';
+import { DateTime } from 'luxon';
+import { UAParser } from 'ua-parser-js';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { USER_SECURITY_AUDIT_LOG_MAP } from '@documenso/lib/constants/auth';
+import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { trpc } from '@documenso/trpc/react';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+const dateFormat: DateTimeFormatOptions = {
+  ...DateTime.DATETIME_SHORT,
+  hourCycle: 'h12',
+};
+
+export const UserSecurityActivityDataTable = () => {
+  const parser = new UAParser();
+
+  const pathname = usePathname();
+  const router = useRouter();
+  const searchParams = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const parsedSearchParams = ZBaseTableSearchParamsSchema.parse(
+    Object.fromEntries(searchParams ?? []),
+  );
+
+  const { data, isLoading, isInitialLoading, isLoadingError } =
+    trpc.profile.findUserSecurityAuditLogs.useQuery(
+      {
+        page: parsedSearchParams.page,
+        perPage: parsedSearchParams.perPage,
+      },
+      {
+        keepPreviousData: true,
+      },
+    );
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    updateSearchParams({
+      page,
+      perPage,
+    });
+  };
+
+  const results = data ?? {
+    data: [],
+    perPage: 10,
+    currentPage: 1,
+    totalPages: 1,
+  };
+
+  return (
+    <DataTable
+      columns={[
+        {
+          header: 'Date',
+          accessorKey: 'createdAt',
+          cell: ({ row }) => <LocaleDate format={dateFormat} date={row.original.createdAt} />,
+        },
+        {
+          header: 'Device',
+          cell: ({ row }) => {
+            if (!row.original.userAgent) {
+              return 'N/A';
+            }
+
+            parser.setUA(row.original.userAgent);
+
+            const result = parser.getResult();
+
+            let output = result.os.name;
+
+            if (!output) {
+              return 'N/A';
+            }
+
+            if (result.os.version) {
+              output += ` (${result.os.version})`;
+            }
+
+            return output;
+          },
+        },
+        {
+          header: 'Browser',
+          cell: ({ row }) => {
+            if (!row.original.userAgent) {
+              return 'N/A';
+            }
+
+            parser.setUA(row.original.userAgent);
+
+            const result = parser.getResult();
+
+            return result.browser.name ?? 'N/A';
+          },
+        },
+        {
+          header: 'IP Address',
+          accessorKey: 'ipAddress',
+          cell: ({ row }) => row.original.ipAddress ?? 'N/A',
+        },
+        {
+          header: 'Action',
+          accessorKey: 'type',
+          cell: ({ row }) => USER_SECURITY_AUDIT_LOG_MAP[row.original.type],
+        },
+      ]}
+      data={results.data}
+      perPage={results.perPage}
+      currentPage={results.currentPage}
+      totalPages={results.totalPages}
+      onPaginationChange={onPaginationChange}
+      hasFilters={parsedSearchParams.page !== undefined || parsedSearchParams.perPage !== undefined}
+      onClearFilters={() => router.push(pathname ?? '/')}
+      error={{
+        enable: isLoadingError,
+      }}
+      skeleton={{
+        enable: isLoading && isInitialLoading,
+        rows: 3,
+        component: (
+          <>
+            <TableCell>
+              <Skeleton className="h-4 w-20 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+          </>
+        ),
+      }}
+    >
+      {(table) => <DataTablePagination table={table} />}
+    </DataTable>
+  );
+};

apps/web/src/app/(dashboard)/settings/security/page.tsx

@@ -1,46 +1,100 @@
-import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { Metadata } from 'next';
+import Link from 'next/link';
 
+import { IDENTITY_PROVIDER_NAME } from '@documenso/lib/constants/auth';
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
 import { AuthenticatorApp } from '~/components/forms/2fa/authenticator-app';
 import { RecoveryCodes } from '~/components/forms/2fa/recovery-codes';
 import { PasswordForm } from '~/components/forms/password';
 
+export const metadata: Metadata = {
+  title: 'Security',
+};
+
 export default async function SecuritySettingsPage() {
   const { user } = await getRequiredServerComponentSession();
 
   return (
     <div>
-      <h3 className="text-2xl font-semibold">Security</h3>
+      <SettingsHeader
+        title="Security"
+        subtitle="Here you can manage your password and security settings."
+      />
 
-      <p className="text-muted-foreground mt-2 text-sm">
-        Here you can manage your password and security settings.
-      </p>
+      {user.identityProvider === 'DOCUMENSO' ? (
+        <div>
+          <PasswordForm user={user} />
 
-      <hr className="my-4" />
+          <hr className="border-border/50 mt-6" />
 
-      <PasswordForm user={user} className="max-w-xl" />
+          <Alert
+            className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+            variant="neutral"
+          >
+            <div className="mb-4 sm:mb-0">
+              <AlertTitle>Two factor authentication</AlertTitle>
 
-      <hr className="mb-4 mt-8" />
+              <AlertDescription className="mr-4">
+                Create one-time passwords that serve as a secondary authentication method for
+                confirming your identity when requested during the sign-in process.
+              </AlertDescription>
+            </div>
 
-      <h4 className="text-lg font-medium">Two Factor Authentication</h4>
+            <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
+          </Alert>
 
-      <p className="text-muted-foreground mt-2 text-sm">
-        Add and manage your two factor security settings to add an extra layer of security to your
-        account!
-      </p>
+          {user.twoFactorEnabled && (
+            <Alert
+              className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+              variant="neutral"
+            >
+              <div className="mb-4 sm:mb-0">
+                <AlertTitle>Recovery codes</AlertTitle>
 
-      <div className="mt-4 max-w-xl">
-        <h5 className="font-medium">Two-factor methods</h5>
+                <AlertDescription className="mr-4">
+                  Two factor authentication recovery codes are used to access your account in the
+                  event that you lose access to your authenticator app.
+                </AlertDescription>
+              </div>
 
-        <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
-      </div>
-
-      {user.twoFactorEnabled && (
-        <div className="mt-4 max-w-xl">
-          <h5 className="font-medium">Recovery methods</h5>
-
-          <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+              <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+            </Alert>
+          )}
         </div>
+      ) : (
+        <Alert className="p-6" variant="neutral">
+          <AlertTitle>
+            Your account is managed by {IDENTITY_PROVIDER_NAME[user.identityProvider]}
+          </AlertTitle>
+
+          <AlertDescription>
+            To update your password, enable two-factor authentication, and manage other security
+            settings, please go to your {IDENTITY_PROVIDER_NAME[user.identityProvider]} account
+            settings.
+          </AlertDescription>
+        </Alert>
       )}
+
+      <Alert
+        className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+        variant="neutral"
+      >
+        <div className="mb-4 mr-4 sm:mb-0">
+          <AlertTitle>Recent activity</AlertTitle>
+
+          <AlertDescription className="mr-2">
+            View all recent security activity related to your account.
+          </AlertDescription>
+        </div>
+
+        <Button asChild>
+          <Link href="/settings/security/activity">View activity</Link>
+        </Button>
+      </Alert>
     </div>
   );
 }

apps/web/src/app/(dashboard)/settings/teams/accept-team-invitation-button.tsx

@@ -0,0 +1,45 @@
+'use client';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type AcceptTeamInvitationButtonProps = {
+  teamId: number;
+};
+
+export const AcceptTeamInvitationButton = ({ teamId }: AcceptTeamInvitationButtonProps) => {
+  const { toast } = useToast();
+
+  const {
+    mutateAsync: acceptTeamInvitation,
+    isLoading,
+    isSuccess,
+  } = trpc.team.acceptTeamInvitation.useMutation({
+    onSuccess: () => {
+      toast({
+        title: 'Success',
+        description: 'Accepted team invitation',
+        duration: 5000,
+      });
+    },
+    onError: () => {
+      toast({
+        title: 'Something went wrong',
+        variant: 'destructive',
+        duration: 10000,
+        description: 'Unable to join this team at this time.',
+      });
+    },
+  });
+
+  return (
+    <Button
+      onClick={async () => acceptTeamInvitation({ teamId })}
+      loading={isLoading}
+      disabled={isLoading || isSuccess}
+    >
+      Accept
+    </Button>
+  );
+};

apps/web/src/app/(dashboard)/settings/teams/page.tsx

@@ -0,0 +1,39 @@
+'use client';
+
+import { AnimatePresence } from 'framer-motion';
+
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
+import { CreateTeamDialog } from '~/components/(teams)/dialogs/create-team-dialog';
+import { UserSettingsTeamsPageDataTable } from '~/components/(teams)/tables/user-settings-teams-page-data-table';
+
+import { TeamEmailUsage } from './team-email-usage';
+import { TeamInvitations } from './team-invitations';
+
+export default function TeamsSettingsPage() {
+  const { data: teamEmail } = trpc.team.getTeamEmailByEmail.useQuery();
+
+  return (
+    <div>
+      <SettingsHeader title="Teams" subtitle="Manage all teams you are currently associated with.">
+        <CreateTeamDialog />
+      </SettingsHeader>
+
+      <UserSettingsTeamsPageDataTable />
+
+      <div className="mt-8 space-y-8">
+        <AnimatePresence>
+          {teamEmail && (
+            <AnimateGenericFadeInOut>
+              <TeamEmailUsage teamEmail={teamEmail} />
+            </AnimateGenericFadeInOut>
+          )}
+        </AnimatePresence>
+
+        <TeamInvitations />
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/settings/teams/team-email-usage.tsx

@@ -0,0 +1,105 @@
+'use client';
+
+import { useState } from 'react';
+
+import type { TeamEmail } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TeamEmailUsageProps = {
+  teamEmail: TeamEmail & { team: { name: string; url: string } };
+};
+
+export const TeamEmailUsage = ({ teamEmail }: TeamEmailUsageProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteTeamEmail, isLoading: isDeletingTeamEmail } =
+    trpc.team.deleteTeamEmail.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'You have successfully revoked access.',
+          duration: 5000,
+        });
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          variant: 'destructive',
+          duration: 10000,
+          description:
+            'We encountered an unknown error while attempting to revoke access. Please try again or contact support.',
+        });
+      },
+    });
+
+  return (
+    <Alert variant="neutral" className="flex flex-row items-center justify-between p-6">
+      <div>
+        <AlertTitle className="mb-0">Team Email</AlertTitle>
+        <AlertDescription>
+          <p>
+            Your email is currently being used by team{' '}
+            <span className="font-semibold">{teamEmail.team.name}</span> ({teamEmail.team.url}
+            ).
+          </p>
+
+          <p className="mt-1">They have permission on your behalf to:</p>
+
+          <ul className="mt-0.5 list-inside list-disc">
+            <li>Display your name and email in documents</li>
+            <li>View all documents sent to your account</li>
+          </ul>
+        </AlertDescription>
+      </div>
+
+      <Dialog open={open} onOpenChange={(value) => !isDeletingTeamEmail && setOpen(value)}>
+        <DialogTrigger asChild>
+          <Button variant="destructive">Revoke access</Button>
+        </DialogTrigger>
+
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>Are you sure?</DialogTitle>
+
+            <DialogDescription className="mt-4">
+              You are about to revoke access for team{' '}
+              <span className="font-semibold">{teamEmail.team.name}</span> ({teamEmail.team.url}) to
+              use your email.
+            </DialogDescription>
+          </DialogHeader>
+
+          <fieldset disabled={isDeletingTeamEmail}>
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                Cancel
+              </Button>
+
+              <Button
+                type="submit"
+                variant="destructive"
+                loading={isDeletingTeamEmail}
+                onClick={async () => deleteTeamEmail({ teamId: teamEmail.teamId })}
+              >
+                Revoke
+              </Button>
+            </DialogFooter>
+          </fieldset>
+        </DialogContent>
+      </Dialog>
+    </Alert>
+  );
+};

apps/web/src/app/(dashboard)/settings/teams/team-invitations.tsx

@@ -0,0 +1,83 @@
+'use client';
+
+import { AnimatePresence } from 'framer-motion';
+import { BellIcon } from 'lucide-react';
+
+import { formatTeamUrl } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+
+import { AcceptTeamInvitationButton } from './accept-team-invitation-button';
+
+export const TeamInvitations = () => {
+  const { data, isInitialLoading } = trpc.team.getTeamInvitations.useQuery();
+
+  return (
+    <AnimatePresence>
+      {data && data.length > 0 && !isInitialLoading && (
+        <AnimateGenericFadeInOut>
+          <Alert variant="secondary">
+            <div className="flex h-full flex-row items-center p-2">
+              <BellIcon className="mr-4 h-5 w-5 text-blue-800" />
+
+              <AlertDescription className="mr-2">
+                You have <strong>{data.length}</strong> pending team invitation
+                {data.length > 1 ? 's' : ''}.
+              </AlertDescription>
+
+              <Dialog>
+                <DialogTrigger asChild>
+                  <button className="ml-auto text-sm font-medium text-blue-700 hover:text-blue-600">
+                    View invites
+                  </button>
+                </DialogTrigger>
+
+                <DialogContent position="center">
+                  <DialogHeader>
+                    <DialogTitle>Pending invitations</DialogTitle>
+
+                    <DialogDescription className="mt-4">
+                      You have {data.length} pending team invitation{data.length > 1 ? 's' : ''}.
+                    </DialogDescription>
+                  </DialogHeader>
+
+                  <ul className="-mx-6 -mb-6 max-h-[80vh] divide-y overflow-auto px-6 pb-6 xl:max-h-[70vh]">
+                    {data.map((invitation) => (
+                      <li key={invitation.teamId}>
+                        <AvatarWithText
+                          className="w-full max-w-none py-4"
+                          avatarFallback={invitation.team.name.slice(0, 1)}
+                          primaryText={
+                            <span className="text-foreground/80 font-semibold">
+                              {invitation.team.name}
+                            </span>
+                          }
+                          secondaryText={formatTeamUrl(invitation.team.url)}
+                          rightSideComponent={
+                            <div className="ml-auto">
+                              <AcceptTeamInvitationButton teamId={invitation.team.id} />
+                            </div>
+                          }
+                        />
+                      </li>
+                    ))}
+                  </ul>
+                </DialogContent>
+              </Dialog>
+            </div>
+          </Alert>
+        </AnimateGenericFadeInOut>
+      )}
+    </AnimatePresence>
+  );
+};

apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx

@@ -0,0 +1,158 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DocumentFlowFormContainer,
+  DocumentFlowFormContainerHeader,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-fields';
+import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
+import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
+import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EditTemplateFormProps = {
+  className?: string;
+  user: User;
+  template: Template;
+  recipients: Recipient[];
+  fields: Field[];
+  documentData: DocumentData;
+  templateRootPath: string;
+};
+
+type EditTemplateStep = 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+
+export const EditTemplateForm = ({
+  className,
+  template,
+  recipients,
+  fields,
+  user: _user,
+  documentData,
+  templateRootPath,
+}: EditTemplateFormProps) => {
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const [step, setStep] = useState<EditTemplateStep>('signers');
+
+  const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    signers: {
+      title: 'Add Placeholders',
+      description: 'Add all relevant placeholders for each recipient.',
+      stepIndex: 1,
+    },
+    fields: {
+      title: 'Add Fields',
+      description: 'Add all relevant fields for each recipient.',
+      stepIndex: 2,
+    },
+  };
+
+  const currentDocumentFlow = documentFlow[step];
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+
+  const onAddTemplatePlaceholderFormSubmit = async (
+    data: TAddTemplatePlacholderRecipientsFormSchema,
+  ) => {
+    try {
+      await addTemplateSigners({
+        templateId: template.id,
+        signers: data.signers,
+      });
+
+      router.refresh();
+
+      setStep('fields');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
+    try {
+      await addTemplateFields({
+        templateId: template.id,
+        fields: data.fields,
+      });
+
+      toast({
+        title: 'Template saved',
+        description: 'Your templates has been saved successfully.',
+        duration: 5000,
+      });
+
+      router.push(templateRootPath);
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
+      <Card
+        className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+        gradient
+      >
+        <CardContent className="p-2">
+          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+        </CardContent>
+      </Card>
+
+      <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+        <DocumentFlowFormContainer
+          className="lg:h-[calc(100vh-6rem)]"
+          onSubmit={(e) => e.preventDefault()}
+        >
+          <DocumentFlowFormContainerHeader
+            title={currentDocumentFlow.title}
+            description={currentDocumentFlow.description}
+          />
+
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
+          >
+            <AddTemplatePlaceholderRecipientsFormPartial
+              key={recipients.length}
+              documentFlow={documentFlow.signers}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddTemplatePlaceholderFormSubmit}
+            />
+
+            <AddTemplateFieldsFormPartial
+              key={fields.length}
+              documentFlow={documentFlow.fields}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddFieldsFormSubmit}
+            />
+          </Stepper>
+        </DocumentFlowFormContainer>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/[id]/page.tsx

@@ -0,0 +1,10 @@
+import React from 'react';
+
+import type { TemplatePageViewProps } from './template-page-view';
+import { TemplatePageView } from './template-page-view';
+
+type TemplatePageProps = Pick<TemplatePageViewProps, 'params'>;
+
+export default function TemplatePage({ params }: TemplatePageProps) {
+  return <TemplatePageView params={params} />;
+}

apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx

@@ -0,0 +1,86 @@
+import React from 'react';
+
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
+import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
+
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { EditTemplateForm } from './edit-template';
+
+export type TemplatePageViewProps = {
+  params: {
+    id: string;
+  };
+  team?: Team;
+};
+
+export const TemplatePageView = async ({ params, team }: TemplatePageViewProps) => {
+  const { id } = params;
+
+  const templateId = Number(id);
+  const templateRootPath = formatTemplatesPath(team?.url);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect(templateRootPath);
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData) {
+    redirect(templateRootPath);
+  }
+
+  const { templateDocumentData } = template;
+
+  const [templateRecipients, templateFields] = await Promise.all([
+    getRecipientsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+    getFieldsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+  ]);
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Templates
+      </Link>
+
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+        {template.title}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <TemplateType inheritColor type={template.type} className="text-muted-foreground" />
+      </div>
+
+      <EditTemplateForm
+        className="mt-8"
+        template={template}
+        user={user}
+        recipients={templateRecipients}
+        fields={templateFields}
+        documentData={templateDocumentData}
+        templateRootPath={templateRootPath}
+      />
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx

@@ -0,0 +1,92 @@
+'use client';
+
+import { useState } from 'react';
+
+import Link from 'next/link';
+
+import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import type { Template } from '@documenso/prisma/client';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { DeleteTemplateDialog } from './delete-template-dialog';
+import { DuplicateTemplateDialog } from './duplicate-template-dialog';
+
+export type DataTableActionDropdownProps = {
+  row: Template;
+  templateRootPath: string;
+  teamId?: number;
+};
+
+export const DataTableActionDropdown = ({
+  row,
+  templateRootPath,
+  teamId,
+}: DataTableActionDropdownProps) => {
+  const { data: session } = useSession();
+
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
+
+  if (!session) {
+    return null;
+  }
+
+  const isOwner = row.userId === session.user.id;
+  const isTeamTemplate = row.teamId === teamId;
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger>
+        <MoreHorizontal className="text-muted-foreground h-5 w-5" />
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent className="w-52" align="start" forceMount>
+        <DropdownMenuLabel>Action</DropdownMenuLabel>
+
+        <DropdownMenuItem disabled={!isOwner && !isTeamTemplate} asChild>
+          <Link href={`${templateRootPath}/${row.id}`}>
+            <Edit className="mr-2 h-4 w-4" />
+            Edit
+          </Link>
+        </DropdownMenuItem>
+
+        <DropdownMenuItem
+          disabled={!isOwner && !isTeamTemplate}
+          onClick={() => setDuplicateDialogOpen(true)}
+        >
+          <Copy className="mr-2 h-4 w-4" />
+          Duplicate
+        </DropdownMenuItem>
+
+        <DropdownMenuItem
+          disabled={!isOwner && !isTeamTemplate}
+          onClick={() => setDeleteDialogOpen(true)}
+        >
+          <Trash2 className="mr-2 h-4 w-4" />
+          Delete
+        </DropdownMenuItem>
+      </DropdownMenuContent>
+
+      <DuplicateTemplateDialog
+        id={row.id}
+        teamId={teamId}
+        open={isDuplicateDialogOpen}
+        onOpenChange={setDuplicateDialogOpen}
+      />
+
+      <DeleteTemplateDialog
+        id={row.id}
+        open={isDeleteDialogOpen}
+        onOpenChange={setDeleteDialogOpen}
+      />
+    </DropdownMenu>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-templates.tsx

@@ -0,0 +1,167 @@
+'use client';
+
+import { useState, useTransition } from 'react';
+
+import Link from 'next/link';
+import { useRouter } from 'next/navigation';
+
+import { AlertTriangle, Loader, Plus } from 'lucide-react';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { Template } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { DataTableActionDropdown } from './data-table-action-dropdown';
+import { DataTableTitle } from './data-table-title';
+
+type TemplatesDataTableProps = {
+  templates: Template[];
+  perPage: number;
+  page: number;
+  totalPages: number;
+  documentRootPath: string;
+  templateRootPath: string;
+  teamId?: number;
+};
+
+export const TemplatesDataTable = ({
+  templates,
+  perPage,
+  page,
+  totalPages,
+  documentRootPath,
+  templateRootPath,
+  teamId,
+}: TemplatesDataTableProps) => {
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const { remaining } = useLimits();
+
+  const router = useRouter();
+
+  const { toast } = useToast();
+  const [loadingStates, setLoadingStates] = useState<{ [key: string]: boolean }>({});
+
+  const { mutateAsync: createDocumentFromTemplate } =
+    trpc.template.createDocumentFromTemplate.useMutation();
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page,
+        perPage,
+      });
+    });
+  };
+
+  const onUseButtonClick = async (templateId: number) => {
+    try {
+      const { id } = await createDocumentFromTemplate({
+        templateId,
+      });
+
+      toast({
+        title: 'Document created',
+        description: 'Your document has been created from the template successfully.',
+        duration: 5000,
+      });
+
+      router.push(`${documentRootPath}/${id}`);
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while creating document from template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className="relative">
+      {remaining.documents === 0 && (
+        <Alert variant="warning" className="mb-4">
+          <AlertTriangle className="h-4 w-4" />
+          <AlertTitle>Document Limit Exceeded!</AlertTitle>
+          <AlertDescription className="mt-2">
+            You have reached your document limit.{' '}
+            <Link className="underline underline-offset-4" href="/settings/billing">
+              Upgrade your account to continue!
+            </Link>
+          </AlertDescription>
+        </Alert>
+      )}
+
+      <DataTable
+        columns={[
+          {
+            header: 'Created',
+            accessorKey: 'createdAt',
+            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+          },
+          {
+            header: 'Title',
+            cell: ({ row }) => <DataTableTitle row={row.original} />,
+          },
+          {
+            header: 'Type',
+            accessorKey: 'type',
+            cell: ({ row }) => <TemplateType type={row.original.type} />,
+          },
+          {
+            header: 'Actions',
+            accessorKey: 'actions',
+            cell: ({ row }) => {
+              const isRowLoading = loadingStates[row.original.id];
+
+              return (
+                <div className="flex items-center gap-x-4">
+                  <Button
+                    disabled={isRowLoading || remaining.documents === 0}
+                    loading={isRowLoading}
+                    onClick={async () => {
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: true }));
+                      await onUseButtonClick(row.original.id);
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: false }));
+                    }}
+                  >
+                    {!isRowLoading && <Plus className="-ml-1 mr-2 h-4 w-4" />}
+                    Use Template
+                  </Button>
+
+                  <DataTableActionDropdown
+                    row={row.original}
+                    teamId={teamId}
+                    templateRootPath={templateRootPath}
+                  />
+                </div>
+              );
+            },
+          },
+        ]}
+        data={templates}
+        perPage={perPage}
+        currentPage={page}
+        totalPages={totalPages}
+        onPaginationChange={onPaginationChange}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+
+      {isPending && (
+        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
+          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        </div>
+      )}
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-title.tsx

@@ -0,0 +1,26 @@
+import Link from 'next/link';
+
+import { useSession } from 'next-auth/react';
+
+import { Template } from '@documenso/prisma/client';
+
+export type DataTableTitleProps = {
+  row: Template;
+};
+
+export const DataTableTitle = ({ row }: DataTableTitleProps) => {
+  const { data: session } = useSession();
+
+  if (!session) {
+    return null;
+  }
+
+  return (
+    <Link
+      href={`/templates/${row.id}`}
+      className="block max-w-[10rem] cursor-pointer truncate font-medium hover:underline md:max-w-[20rem]"
+    >
+      {row.title}
+    </Link>
+  );
+};

apps/web/src/app/(dashboard)/templates/delete-template-dialog.tsx

@@ -0,0 +1,77 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DeleteTemplateDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteTemplate, isLoading } = trpcReact.template.deleteTemplate.useMutation({
+    onSuccess: () => {
+      router.refresh();
+
+      toast({
+        title: 'Template deleted',
+        description: 'Your template has been successfully deleted.',
+        duration: 5000,
+      });
+
+      onOpenChange(false);
+    },
+    onError: () => {
+      toast({
+        title: 'Something went wrong',
+        description: 'This template could not be deleted at this time. Please try again.',
+        variant: 'destructive',
+        duration: 7500,
+      });
+    },
+  });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to delete this template?</DialogTitle>
+
+          <DialogDescription>
+            Please note that this action is irreversible. Once confirmed, your template will be
+            permanently deleted.
+          </DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <Button
+            type="button"
+            variant="secondary"
+            disabled={isLoading}
+            onClick={() => onOpenChange(false)}
+          >
+            Cancel
+          </Button>
+
+          <Button type="button" loading={isLoading} onClick={async () => deleteTemplate({ id })}>
+            Delete
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx

@@ -0,0 +1,89 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DuplicateTemplateDialogProps = {
+  id: number;
+  teamId?: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DuplicateTemplateDialog = ({
+  id,
+  teamId,
+  open,
+  onOpenChange,
+}: DuplicateTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: duplicateTemplate, isLoading } =
+    trpcReact.template.duplicateTemplate.useMutation({
+      onSuccess: () => {
+        router.refresh();
+
+        toast({
+          title: 'Template duplicated',
+          description: 'Your template has been duplicated successfully.',
+          duration: 5000,
+        });
+
+        onOpenChange(false);
+      },
+      onError: () => {
+        toast({
+          title: 'Error',
+          description: 'An error occurred while duplicating template.',
+          variant: 'destructive',
+        });
+      },
+    });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to duplicate this template?</DialogTitle>
+
+          <DialogDescription className="pt-2">Your template will be duplicated.</DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <Button
+            type="button"
+            disabled={isLoading}
+            variant="secondary"
+            onClick={() => onOpenChange(false)}
+          >
+            Cancel
+          </Button>
+
+          <Button
+            type="button"
+            loading={isLoading}
+            onClick={async () =>
+              duplicateTemplate({
+                templateId: id,
+                teamId,
+              })
+            }
+          >
+            Duplicate
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/empty-state.tsx

@@ -0,0 +1,17 @@
+import { Bird } from 'lucide-react';
+
+export const EmptyTemplateState = () => {
+  return (
+    <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
+      <Bird className="h-12 w-12" strokeWidth={1.5} />
+
+      <div className="text-center">
+        <h3 className="text-lg font-semibold">We're all empty</h3>
+
+        <p className="mt-2 max-w-[50ch]">
+          You have not yet created any templates. To create a template please upload one.
+        </p>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx

@@ -0,0 +1,235 @@
+'use client';
+
+import React, { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { FilePlus, X } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
+import { base64 } from '@documenso/lib/universal/base64';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZCreateTemplateFormSchema = z.object({
+  name: z.string(),
+});
+
+type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
+
+type NewTemplateDialogProps = {
+  teamId?: number;
+  templateRootPath: string;
+};
+
+export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { data: session } = useSession();
+  const { toast } = useToast();
+
+  const form = useForm<TCreateTemplateFormSchema>({
+    defaultValues: {
+      name: '',
+    },
+    resolver: zodResolver(ZCreateTemplateFormSchema),
+  });
+
+  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
+    trpc.template.createTemplate.useMutation();
+
+  const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
+  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
+
+  const onFileDrop = async (file: File) => {
+    try {
+      const arrayBuffer = await file.arrayBuffer();
+      const base64String = base64.encode(new Uint8Array(arrayBuffer));
+
+      setUploadedFile({
+        file,
+        fileBase64: `data:application/pdf;base64,${base64String}`,
+      });
+
+      if (!form.getValues('name')) {
+        form.setValue('name', file.name);
+      }
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onSubmit = async (values: TCreateTemplateFormSchema) => {
+    if (!uploadedFile) {
+      return;
+    }
+
+    const file: File = uploadedFile.file;
+
+    try {
+      const { type, data } = await putFile(file);
+
+      const { id: templateDocumentDataId } = await createDocumentData({
+        type,
+        data,
+      });
+
+      const { id } = await createTemplate({
+        teamId,
+        title: values.name ? values.name : file.name,
+        templateDocumentDataId,
+      });
+
+      toast({
+        title: 'Template document uploaded',
+        description:
+          'Your document has been uploaded successfully. You will be redirected to the template page.',
+        duration: 5000,
+      });
+
+      setShowNewTemplateDialog(false);
+
+      router.push(`${templateRootPath}/${id}`);
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const resetForm = () => {
+    if (form.getValues('name') === uploadedFile?.file.name) {
+      form.reset();
+    }
+
+    setUploadedFile(null);
+  };
+
+  useEffect(() => {
+    if (!showNewTemplateDialog) {
+      form.reset();
+    }
+  }, [form, showNewTemplateDialog]);
+
+  return (
+    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+      <DialogTrigger asChild>
+        <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
+          <FilePlus className="-ml-1 mr-2 h-4 w-4" />
+          New Template
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent className="w-full max-w-xl">
+        <DialogHeader>
+          <DialogTitle className="mb-4">New Template</DialogTitle>
+        </DialogHeader>
+
+        <div>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Name your template</FormLabel>
+                    <FormControl>
+                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                    </FormControl>
+                    <FormDescription>
+                      <span className="text-muted-foreground text-xs">
+                        Leave this empty if you would like to use your document's name for the
+                        template
+                      </span>
+                    </FormDescription>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <div>
+                <Label htmlFor="template">Upload a Document</Label>
+
+                <div className="my-3">
+                  {uploadedFile ? (
+                    <Card gradient className="h-[40vh]">
+                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                        <button
+                          onClick={() => resetForm()}
+                          title="Remove Template"
+                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                        >
+                          <X className="h-6 w-6" />
+                          <span className="sr-only">Remove Template</span>
+                        </button>
+
+                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        </div>
+
+                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                          Uploaded Document
+                        </p>
+
+                        <span className="text-muted-foreground/80 mt-1 text-sm">
+                          {uploadedFile.file.name}
+                        </span>
+                      </CardContent>
+                    </Card>
+                  ) : (
+                    <DocumentDropzone
+                      className="mt-1.5 h-[40vh]"
+                      onDrop={onFileDrop}
+                      type="template"
+                    />
+                  )}
+                </div>
+              </div>
+
+              <div className="flex w-full justify-end">
+                <Button loading={isCreatingTemplate} type="submit">
+                  Create Template
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/page.tsx

@@ -0,0 +1,18 @@
+import React from 'react';
+
+import type { Metadata } from 'next';
+
+import { TemplatesPageView } from './templates-page-view';
+import type { TemplatesPageViewProps } from './templates-page-view';
+
+type TemplatesPageProps = {
+  searchParams?: TemplatesPageViewProps['searchParams'];
+};
+
+export const metadata: Metadata = {
+  title: 'Templates',
+};
+
+export default function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
+  return <TemplatesPageView searchParams={searchParams} />;
+}

apps/web/src/app/(dashboard)/templates/templates-page-view.tsx

@@ -0,0 +1,73 @@
+import React from 'react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
+import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
+
+import { TemplatesDataTable } from './data-table-templates';
+import { EmptyTemplateState } from './empty-state';
+import { NewTemplateDialog } from './new-template-dialog';
+
+export type TemplatesPageViewProps = {
+  searchParams?: {
+    page?: number;
+    perPage?: number;
+  };
+  team?: Team;
+};
+
+export const TemplatesPageView = async ({ searchParams = {}, team }: TemplatesPageViewProps) => {
+  const { user } = await getRequiredServerComponentSession();
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 10;
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+  const templateRootPath = formatTemplatesPath(team?.url);
+
+  const { templates, totalPages } = await findTemplates({
+    userId: user.id,
+    teamId: team?.id,
+    page: page,
+    perPage: perPage,
+  });
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <div className="flex items-baseline justify-between">
+        <div className="flex flex-row items-center">
+          {team && (
+            <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+              <AvatarFallback className="text-xs text-gray-400">
+                {team.name.slice(0, 1)}
+              </AvatarFallback>
+            </Avatar>
+          )}
+
+          <h1 className="truncate text-2xl font-semibold md:text-3xl">Templates</h1>
+        </div>
+
+        <div>
+          <NewTemplateDialog templateRootPath={templateRootPath} teamId={team?.id} />
+        </div>
+      </div>
+
+      <div className="relative mt-5">
+        {templates.length > 0 ? (
+          <TemplatesDataTable
+            templates={templates}
+            page={page}
+            perPage={perPage}
+            totalPages={totalPages}
+            documentRootPath={documentRootPath}
+            templateRootPath={templateRootPath}
+            teamId={team?.id}
+          />
+        ) : (
+          <EmptyTemplateState />
+        )}
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/complete/document-preview-button.tsx

@@ -0,0 +1,39 @@
+'use client';
+
+import { useState } from 'react';
+
+import { FileSearch } from 'lucide-react';
+
+import type { DocumentData } from '@documenso/prisma/client';
+import DocumentDialog from '@documenso/ui/components/document/document-dialog';
+import type { ButtonProps } from '@documenso/ui/primitives/button';
+import { Button } from '@documenso/ui/primitives/button';
+
+export type DocumentPreviewButtonProps = {
+  className?: string;
+  documentData: DocumentData;
+} & ButtonProps;
+
+export const DocumentPreviewButton = ({
+  className,
+  documentData,
+  ...props
+}: DocumentPreviewButtonProps) => {
+  const [showDialog, setShowDialog] = useState(false);
+
+  return (
+    <>
+      <Button
+        className={className}
+        variant="outline"
+        onClick={() => setShowDialog((visible) => !visible)}
+        {...props}
+      >
+        <FileSearch className="mr-2 h-5 w-5" strokeWidth={1.7} />
+        View Original Document
+      </Button>
+
+      <DocumentDialog documentData={documentData} open={showDialog} onOpenChange={setShowDialog} />
+    </>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/complete/layout.tsx

@@ -0,0 +1,17 @@
+import React from 'react';
+
+import { RefreshOnFocus } from '~/components/(dashboard)/refresh-on-focus/refresh-on-focus';
+
+export type SigningLayoutProps = {
+  children: React.ReactNode;
+};
+
+export default function SigningLayout({ children }: SigningLayoutProps) {
+  return (
+    <div>
+      {children}
+
+      <RefreshOnFocus />
+    </div>
+  );
+}

apps/web/src/app/(signing)/sign/[token]/complete/page.tsx

@@ -10,11 +10,15 @@ import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
-import { DocumentStatus, FieldType } from '@documenso/prisma/client';
+import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/client';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
+import { DocumentPreviewButton } from './document-preview-button';
+
 export type CompletedSigningPageProps = {
   params: {
     token?: string;
@@ -36,6 +40,8 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const [fields, recipient] = await Promise.all([
@@ -88,8 +94,11 @@ export default async function CompletedSigningPage({
           ))}
 
         <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
-          You have signed
-          <span className="mt-1.5 block">"{document.title}"</span>
+          You have
+          {recipient.role === RecipientRole.SIGNER && ' signed '}
+          {recipient.role === RecipientRole.VIEWER && ' viewed '}
+          {recipient.role === RecipientRole.APPROVER && ' approved '}
+          <span className="mt-1.5 block">"{truncatedTitle}"</span>
         </h2>
 
         {match({ status: document.status, deletedAt: document.deletedAt })
@@ -113,12 +122,20 @@ export default async function CompletedSigningPage({
         <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
           <DocumentShareButton documentId={document.id} token={recipient.token} />
 
-          <DocumentDownloadButton
-            className="flex-1"
-            fileName={document.title}
-            documentData={documentData}
-            disabled={document.status !== DocumentStatus.COMPLETED}
-          />
+          {document.status === DocumentStatus.COMPLETED ? (
+            <DocumentDownloadButton
+              className="flex-1"
+              fileName={document.title}
+              documentData={documentData}
+              disabled={document.status !== DocumentStatus.COMPLETED}
+            />
+          ) : (
+            <DocumentPreviewButton
+              className="text-[11px]"
+              title="Signatures will appear once the document has been completed"
+              documentData={documentData}
+            />
+          )}
         </div>
 
         {isLoggedIn ? (

apps/web/src/app/(signing)/sign/[token]/date-field.tsx

@@ -6,8 +6,13 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  convertToLocalSystemFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -16,9 +21,16 @@ import { SigningFieldContainer } from './signing-field-container';
 export type DateFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  dateFormat?: string | null;
+  timezone?: string | null;
 };
 
-export const DateField = ({ field, recipient }: DateFieldProps) => {
+export const DateField = ({
+  field,
+  recipient,
+  dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
+  timezone = DEFAULT_DOCUMENT_TIME_ZONE,
+}: DateFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -35,12 +47,18 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
+  const localDateString = convertToLocalSystemFormat(field.customText, dateFormat, timezone);
+
+  const isDifferentTime = field.inserted && localDateString !== field.customText;
+
+  const tooltipText = `"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`;
+
   const onSign = async () => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
-        value: '',
+        value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
       });
 
       startTransition(() => router.refresh());
@@ -75,7 +93,13 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer
+      field={field}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Date"
+      tooltipText={isDifferentTime ? tooltipText : undefined}
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -87,7 +111,7 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
       )}
 
       {field.inserted && (
-        <p className="text-muted-foreground text-sm duration-200">{field.customText}</p>
+        <p className="text-muted-foreground text-sm duration-200">{localDateString}</p>
       )}
     </SigningFieldContainer>
   );

apps/web/src/app/(signing)/sign/[token]/email-field.tsx

@@ -6,8 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -79,7 +79,7 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Email">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/form.tsx

@@ -9,7 +9,7 @@ import { useForm } from 'react-hook-form';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
-import type { Document, Field, Recipient } from '@documenso/prisma/client';
+import { type Document, type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { cn } from '@documenso/ui/lib/utils';
@@ -34,6 +34,7 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
   const { data: session } = useSession();
 
   const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
 
   const { mutateAsync: completeDocumentWithToken } =
@@ -48,6 +49,11 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
     return sortFieldsByPosition(fields.filter((field) => !field.inserted));
   }, [fields]);
 
+  const fieldsValidated = () => {
+    setValidateUninsertedFields(true);
+    validateFieldsInserted(fields);
+  };
+
   const onFormSubmit = async () => {
     setValidateUninsertedFields(true);
 
@@ -90,68 +96,114 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
 
       <fieldset
         disabled={isSubmitting}
-        className={cn('-mx-2 flex flex-1 flex-col overflow-hidden px-2')}
+        className={cn(
+          'custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2',
+        )}
       >
         <div className={cn('flex flex-1 flex-col')}>
-          <h3 className="text-foreground text-2xl font-semibold">Sign Document</h3>
+          <h3 className="text-foreground text-2xl font-semibold">
+            {recipient.role === RecipientRole.VIEWER && 'View Document'}
+            {recipient.role === RecipientRole.SIGNER && 'Sign Document'}
+            {recipient.role === RecipientRole.APPROVER && 'Approve Document'}
+          </h3>
 
-          <p className="text-muted-foreground mt-2 text-sm">
-            Please review the document before signing.
-          </p>
+          {recipient.role === RecipientRole.VIEWER ? (
+            <>
+              <p className="text-muted-foreground mt-2 text-sm">
+                Please mark as viewed to complete
+              </p>
 
-          <hr className="border-border mb-8 mt-4" />
+              <hr className="border-border mb-8 mt-4" />
 
-          <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
-            <div className="flex flex-1 flex-col gap-y-4">
-              <div>
-                <Label htmlFor="full-name">Full Name</Label>
+              <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
+                <div className="flex flex-1 flex-col gap-y-4" />
+                <div className="flex flex-col gap-4 md:flex-row">
+                  <Button
+                    type="button"
+                    className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
+                    variant="secondary"
+                    size="lg"
+                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                    onClick={() => router.back()}
+                  >
+                    Cancel
+                  </Button>
 
-                <Input
-                  type="text"
-                  id="full-name"
-                  className="bg-background mt-2"
-                  value={fullName}
-                  onChange={(e) => setFullName(e.target.value.trimStart())}
-                />
+                  <SignDialog
+                    isSubmitting={isSubmitting}
+                    onSignatureComplete={handleSubmit(onFormSubmit)}
+                    document={document}
+                    fields={fields}
+                    fieldsValidated={fieldsValidated}
+                    role={recipient.role}
+                  />
+                </div>
               </div>
+            </>
+          ) : (
+            <>
+              <p className="text-muted-foreground mt-2 text-sm">
+                Please review the document before signing.
+              </p>
 
-              <div>
-                <Label htmlFor="Signature">Signature</Label>
+              <hr className="border-border mb-8 mt-4" />
 
-                <Card className="mt-2" gradient degrees={-120}>
-                  <CardContent className="p-0">
-                    <SignaturePad
-                      className="h-44 w-full"
-                      defaultValue={signature ?? undefined}
-                      onChange={(value) => {
-                        setSignature(value);
-                      }}
+              <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
+                <div className="flex flex-1 flex-col gap-y-4">
+                  <div>
+                    <Label htmlFor="full-name">Full Name</Label>
+
+                    <Input
+                      type="text"
+                      id="full-name"
+                      className="bg-background mt-2"
+                      value={fullName}
+                      onChange={(e) => setFullName(e.target.value.trimStart())}
                     />
-                  </CardContent>
-                </Card>
+                  </div>
+
+                  <div>
+                    <Label htmlFor="Signature">Signature</Label>
+
+                    <Card className="mt-2" gradient degrees={-120}>
+                      <CardContent className="p-0">
+                        <SignaturePad
+                          className="h-44 w-full"
+                          disabled={isSubmitting}
+                          defaultValue={signature ?? undefined}
+                          onChange={(value) => {
+                            setSignature(value);
+                          }}
+                        />
+                      </CardContent>
+                    </Card>
+                  </div>
+                </div>
+
+                <div className="flex flex-col gap-4 md:flex-row">
+                  <Button
+                    type="button"
+                    className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
+                    variant="secondary"
+                    size="lg"
+                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                    onClick={() => router.back()}
+                  >
+                    Cancel
+                  </Button>
+
+                  <SignDialog
+                    isSubmitting={isSubmitting}
+                    onSignatureComplete={handleSubmit(onFormSubmit)}
+                    document={document}
+                    fields={fields}
+                    fieldsValidated={fieldsValidated}
+                    role={recipient.role}
+                  />
+                </div>
               </div>
-            </div>
-
-            <div className="flex flex-col gap-4 md:flex-row">
-              <Button
-                type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
-                variant="secondary"
-                size="lg"
-                disabled={typeof window !== 'undefined' && window.history.length <= 1}
-                onClick={() => router.back()}
-              >
-                Cancel
-              </Button>
-
-              <SignDialog
-                isSubmitting={isSubmitting}
-                onSignatureComplete={handleSubmit(onFormSubmit)}
-                document={document}
-                fields={fields}
-              />
-            </div>
-          </div>
+            </>
+          )}
         </div>
       </fieldset>
     </form>

apps/web/src/app/(signing)/sign/[token]/layout.tsx

@@ -1,6 +1,8 @@
 import React from 'react';
 
 import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { GetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
+import { getTeams } from '@documenso/lib/server-only/team/get-teams';
 
 import { Header as AuthenticatedHeader } from '~/components/(dashboard)/layout/header';
 import { NextAuthProvider } from '~/providers/next-auth';
@@ -12,10 +14,16 @@ export type SigningLayoutProps = {
 export default async function SigningLayout({ children }: SigningLayoutProps) {
   const { user, session } = await getServerComponentSession();
 
+  let teams: GetTeamsResponse = [];
+
+  if (user && session) {
+    teams = await getTeams({ userId: user.id });
+  }
+
   return (
     <NextAuthProvider session={session}>
       <div className="min-h-screen">
-        {user && <AuthenticatedHeader user={user} />}
+        {user && <AuthenticatedHeader user={user} teams={teams} />}
 
         <main className="mb-8 mt-8 px-4 md:mb-12 md:mt-12 md:px-8">{children}</main>
       </div>

apps/web/src/app/(signing)/sign/[token]/name-field.tsx

@@ -6,8 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
@@ -98,7 +98,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Name">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -118,7 +118,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
             <span className="text-muted-foreground">({recipient.email})</span>
           </DialogTitle>
 
-          <div className="py-4">
+          <div>
             <Label htmlFor="signature">Full Name</Label>
 
             <Input

apps/web/src/app/(signing)/sign/[token]/page.tsx

@@ -2,18 +2,25 @@ import { notFound, redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { getDocumentMetaByDocumentId } from '@documenso/lib/server-only/document/get-document-meta-by-document-id';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
-import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/client';
+import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
+import { DocumentStatus, FieldType, RecipientRole, SigningStatus } from '@documenso/prisma/client';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 import { DateField } from './date-field';
 import { EmailField } from './email-field';
 import { SigningForm } from './form';
@@ -42,10 +49,14 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     viewedDocument({ token }).catch(() => null),
   ]);
 
+  const documentMeta = await getDocumentMetaByDocumentId({ id: document!.id }).catch(() => null);
+
   if (!document || !document.documentData || !recipient) {
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const { user } = await getServerComponentSession();
@@ -57,6 +68,23 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     redirect(`/sign/${token}/complete`);
   }
 
+  if (documentMeta?.password) {
+    const key = DOCUMENSO_ENCRYPTION_KEY;
+
+    if (!key) {
+      throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY');
+    }
+
+    const securePassword = Buffer.from(
+      symmetricDecrypt({
+        key,
+        data: documentMeta.password,
+      }),
+    ).toString('utf-8');
+
+    documentMeta.password = securePassword;
+  }
+
   const [recipientSignature] = await getRecipientSignatures({ recipientId: recipient.id });
 
   if (document.deletedAt) {
@@ -77,12 +105,15 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     >
       <div className="mx-auto w-full max-w-screen-xl">
         <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {document.title}
+          {truncatedTitle}
         </h1>
 
         <div className="mt-2.5 flex items-center gap-x-6">
           <p className="text-muted-foreground">
-            {document.User.name} ({document.User.email}) has invited you to sign this document.
+            {document.User.name} ({document.User.email}) has invited you to{' '}
+            {recipient.role === RecipientRole.VIEWER && 'view'}
+            {recipient.role === RecipientRole.SIGNER && 'sign'}
+            {recipient.role === RecipientRole.APPROVER && 'approve'} this document.
           </p>
         </div>
 
@@ -92,7 +123,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
             gradient
           >
             <CardContent className="p-2">
-              <LazyPDFViewer key={documentData.id} documentData={documentData} />
+              <LazyPDFViewer
+                key={documentData.id}
+                documentData={documentData}
+                document={document}
+                password={documentMeta?.password}
+              />
             </CardContent>
           </Card>
 
@@ -111,7 +147,13 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
                 <NameField key={field.id} field={field} recipient={recipient} />
               ))
               .with(FieldType.DATE, () => (
-                <DateField key={field.id} field={field} recipient={recipient} />
+                <DateField
+                  key={field.id}
+                  field={field}
+                  recipient={recipient}
+                  dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                  timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+                />
               ))
               .with(FieldType.EMAIL, () => (
                 <EmailField key={field.id} field={field} recipient={recipient} />

apps/web/src/app/(signing)/sign/[token]/sign-dialog.tsx

@@ -1,6 +1,7 @@
 import { useState } from 'react';
 
-import { Document, Field } from '@documenso/prisma/client';
+import type { Document, Field } from '@documenso/prisma/client';
+import { RecipientRole } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -9,41 +10,56 @@ import {
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 export type SignDialogProps = {
   isSubmitting: boolean;
   document: Document;
   fields: Field[];
+  fieldsValidated: () => void | Promise<void>;
   onSignatureComplete: () => void | Promise<void>;
+  role: RecipientRole;
 };
 
 export const SignDialog = ({
   isSubmitting,
   document,
   fields,
+  fieldsValidated,
   onSignatureComplete,
+  role,
 }: SignDialogProps) => {
   const [showDialog, setShowDialog] = useState(false);
-
+  const truncatedTitle = truncateTitle(document.title);
   const isComplete = fields.every((field) => field.inserted);
 
   return (
-    <Dialog open={showDialog} onOpenChange={setShowDialog}>
+    <Dialog open={showDialog && isComplete} onOpenChange={setShowDialog}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
           type="button"
           size="lg"
-          disabled={!isComplete}
+          onClick={fieldsValidated}
           loading={isSubmitting}
         >
-          Complete
+          {isComplete ? 'Complete' : 'Next field'}
         </Button>
       </DialogTrigger>
       <DialogContent>
         <div className="text-center">
-          <div className="text-xl font-semibold text-neutral-800">Sign Document</div>
+          <div className="text-foreground text-xl font-semibold">
+            {role === RecipientRole.VIEWER && 'Mark Document as Viewed'}
+            {role === RecipientRole.SIGNER && 'Sign Document'}
+            {role === RecipientRole.APPROVER && 'Approve Document'}
+          </div>
           <div className="text-muted-foreground mx-auto w-4/5 py-2 text-center">
-            You are about to finish signing "{document.title}". Are you sure?
+            {role === RecipientRole.VIEWER &&
+              `You are about to finish viewing "${truncatedTitle}". Are you sure?`}
+            {role === RecipientRole.SIGNER &&
+              `You are about to finish signing "${truncatedTitle}". Are you sure?`}
+            {role === RecipientRole.APPROVER &&
+              `You are about to finish approving "${truncatedTitle}". Are you sure?`}
           </div>
         </div>
 
@@ -67,7 +83,9 @@ export const SignDialog = ({
               loading={isSubmitting}
               onClick={onSignatureComplete}
             >
-              Sign
+              {role === RecipientRole.VIEWER && 'Mark as Viewed'}
+              {role === RecipientRole.SIGNER && 'Sign'}
+              {role === RecipientRole.APPROVER && 'Approve'}
             </Button>
           </div>
         </DialogFooter>

apps/web/src/app/(signing)/sign/[token]/signature-field.tsx

@@ -127,7 +127,7 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/signing-field-container.tsx

@@ -2,8 +2,9 @@
 
 import React from 'react';
 
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
 export type SignatureFieldProps = {
   field: FieldWithSignature;
@@ -11,6 +12,8 @@ export type SignatureFieldProps = {
   children: React.ReactNode;
   onSign?: () => Promise<void> | void;
   onRemove?: () => Promise<void> | void;
+  type?: 'Date' | 'Email' | 'Name' | 'Signature';
+  tooltipText?: string | null;
 };
 
 export const SigningFieldContainer = ({
@@ -19,6 +22,8 @@ export const SigningFieldContainer = ({
   onSign,
   onRemove,
   children,
+  type,
+  tooltipText,
 }: SignatureFieldProps) => {
   const onSignFieldClick = async () => {
     if (field.inserted) {
@@ -46,7 +51,22 @@ export const SigningFieldContainer = ({
         />
       )}
 
-      {field.inserted && !loading && (
+      {type === 'Date' && field.inserted && !loading && (
+        <Tooltip delayDuration={0}>
+          <TooltipTrigger asChild>
+            <button
+              className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
+              onClick={onRemoveSignedFieldClick}
+            >
+              Remove
+            </button>
+          </TooltipTrigger>
+
+          {tooltipText && <TooltipContent className="max-w-xs">{tooltipText}</TooltipContent>}
+        </Tooltip>
+      )}
+
+      {type !== 'Date' && field.inserted && !loading && (
         <button
           className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
           onClick={onRemoveSignedFieldClick}

apps/web/src/app/(teams)/t/[teamUrl]/documents/[id]/page.tsx

@@ -0,0 +1,20 @@
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+
+import { DocumentPageView } from '~/app/(dashboard)/documents/[id]/document-page-view';
+
+export type DocumentPageProps = {
+  params: {
+    id: string;
+    teamUrl: string;
+  };
+};
+
+export default async function DocumentPage({ params }: DocumentPageProps) {
+  const { teamUrl } = params;
+
+  const { user } = await getRequiredServerComponentSession();
+  const team = await getTeamByUrl({ userId: user.id, teamUrl });
+
+  return <DocumentPageView params={params} team={team} />;
+}

apps/web/src/app/(teams)/t/[teamUrl]/documents/page.tsx

@@ -0,0 +1,25 @@
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+
+import type { DocumentsPageViewProps } from '~/app/(dashboard)/documents/documents-page-view';
+import { DocumentsPageView } from '~/app/(dashboard)/documents/documents-page-view';
+
+export type TeamsDocumentPageProps = {
+  params: {
+    teamUrl: string;
+  };
+  searchParams?: DocumentsPageViewProps['searchParams'];
+};
+
+export default async function TeamsDocumentPage({
+  params,
+  searchParams = {},
+}: TeamsDocumentPageProps) {
+  const { teamUrl } = params;
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const team = await getTeamByUrl({ userId: user.id, teamUrl });
+
+  return <DocumentsPageView searchParams={searchParams} team={team} />;
+}

apps/web/src/app/(teams)/t/[teamUrl]/error.tsx

@@ -0,0 +1,54 @@
+'use client';
+
+import Link from 'next/link';
+import { useRouter } from 'next/navigation';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { AppErrorCode } from '@documenso/lib/errors/app-error';
+import { Button } from '@documenso/ui/primitives/button';
+
+type ErrorProps = {
+  error: Error & { digest?: string };
+};
+
+export default function ErrorPage({ error }: ErrorProps) {
+  const router = useRouter();
+
+  let errorMessage = 'Unknown error';
+  let errorDetails = '';
+
+  if (error.message === AppErrorCode.UNAUTHORIZED) {
+    errorMessage = 'Unauthorized';
+    errorDetails = 'You are not authorized to view this page.';
+  }
+
+  return (
+    <div className="mx-auto flex min-h-[80vh] w-full items-center justify-center py-32">
+      <div>
+        <p className="text-muted-foreground font-semibold">{errorMessage}</p>
+
+        <h1 className="mt-3 text-2xl font-bold md:text-3xl">Oops! Something went wrong.</h1>
+
+        <p className="text-muted-foreground mt-4 text-sm">{errorDetails}</p>
+
+        <div className="mt-6 flex gap-x-2.5 gap-y-4 md:items-center">
+          <Button
+            variant="ghost"
+            className="w-32"
+            onClick={() => {
+              void router.back();
+            }}
+          >
+            <ChevronLeft className="mr-2 h-4 w-4" />
+            Go Back
+          </Button>
+
+          <Button asChild>
+            <Link href="/settings/teams">View teams</Link>
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(teams)/t/[teamUrl]/layout-billing-banner.tsx

@@ -0,0 +1,130 @@
+'use client';
+
+import { useState } from 'react';
+
+import { AlertTriangle } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import type { TeamMemberRole } from '@documenso/prisma/client';
+import { type Subscription, SubscriptionStatus } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type LayoutBillingBannerProps = {
+  subscription: Subscription;
+  teamId: number;
+  userRole: TeamMemberRole;
+};
+
+export const LayoutBillingBanner = ({
+  subscription,
+  teamId,
+  userRole,
+}: LayoutBillingBannerProps) => {
+  const { toast } = useToast();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { mutateAsync: createBillingPortal, isLoading } =
+    trpc.team.createBillingPortal.useMutation();
+
+  const handleCreatePortal = async () => {
+    try {
+      const sessionUrl = await createBillingPortal({ teamId });
+
+      window.open(sessionUrl, '_blank');
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description:
+          'We are unable to proceed to the billing portal at this time. Please try again, or contact support.',
+        variant: 'destructive',
+        duration: 10000,
+      });
+    }
+  };
+
+  if (subscription.status === SubscriptionStatus.ACTIVE) {
+    return null;
+  }
+
+  return (
+    <>
+      <div
+        className={cn({
+          'bg-yellow-200 text-yellow-900 dark:bg-yellow-400':
+            subscription.status === SubscriptionStatus.PAST_DUE,
+          'bg-destructive text-destructive-foreground':
+            subscription.status === SubscriptionStatus.INACTIVE,
+        })}
+      >
+        <div className="mx-auto flex max-w-screen-xl items-center justify-center gap-x-4 px-4 py-2 text-sm font-medium">
+          <div className="flex items-center">
+            <AlertTriangle className="mr-2.5 h-5 w-5" />
+
+            {match(subscription.status)
+              .with(SubscriptionStatus.PAST_DUE, () => 'Payment overdue')
+              .with(SubscriptionStatus.INACTIVE, () => 'Teams restricted')
+              .exhaustive()}
+          </div>
+
+          <Button
+            variant="ghost"
+            className={cn({
+              'text-yellow-900 hover:bg-yellow-100 hover:text-yellow-900 dark:hover:bg-yellow-500':
+                subscription.status === SubscriptionStatus.PAST_DUE,
+              'text-destructive-foreground hover:bg-destructive-foreground hover:text-white':
+                subscription.status === SubscriptionStatus.INACTIVE,
+            })}
+            disabled={isLoading}
+            onClick={() => setIsOpen(true)}
+            size="sm"
+          >
+            Resolve
+          </Button>
+        </div>
+      </div>
+
+      <Dialog open={isOpen} onOpenChange={(value) => !isLoading && setIsOpen(value)}>
+        <DialogContent>
+          <DialogTitle>Payment overdue</DialogTitle>
+
+          {match(subscription.status)
+            .with(SubscriptionStatus.PAST_DUE, () => (
+              <DialogDescription>
+                Your payment for teams is overdue. Please settle the payment to avoid any service
+                disruptions.
+              </DialogDescription>
+            ))
+            .with(SubscriptionStatus.INACTIVE, () => (
+              <DialogDescription>
+                Due to an unpaid invoice, your team has been restricted. Please settle the payment
+                to restore full access to your team.
+              </DialogDescription>
+            ))
+            .otherwise(() => null)}
+
+          {canExecuteTeamAction('MANAGE_BILLING', userRole) && (
+            <DialogFooter>
+              <Button loading={isLoading} onClick={handleCreatePortal}>
+                Resolve payment
+              </Button>
+            </DialogFooter>
+          )}
+        </DialogContent>
+      </Dialog>
+    </>
+  );
+};

apps/web/src/app/(teams)/t/[teamUrl]/layout.tsx

@@ -0,0 +1,65 @@
+import React from 'react';
+
+import { RedirectType, redirect } from 'next/navigation';
+
+import { LimitsProvider } from '@documenso/ee/server-only/limits/provider/server';
+import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { getTeams } from '@documenso/lib/server-only/team/get-teams';
+import { SubscriptionStatus } from '@documenso/prisma/client';
+
+import { Header } from '~/components/(dashboard)/layout/header';
+import { RefreshOnFocus } from '~/components/(dashboard)/refresh-on-focus/refresh-on-focus';
+import { NextAuthProvider } from '~/providers/next-auth';
+
+import { LayoutBillingBanner } from './layout-billing-banner';
+
+export type AuthenticatedTeamsLayoutProps = {
+  children: React.ReactNode;
+  params: {
+    teamUrl: string;
+  };
+};
+
+export default async function AuthenticatedTeamsLayout({
+  children,
+  params,
+}: AuthenticatedTeamsLayoutProps) {
+  const { session, user } = await getServerComponentSession();
+
+  if (!session || !user) {
+    redirect('/signin');
+  }
+
+  const [getTeamsPromise, getTeamPromise] = await Promise.allSettled([
+    getTeams({ userId: user.id }),
+    getTeamByUrl({ userId: user.id, teamUrl: params.teamUrl }),
+  ]);
+
+  if (getTeamPromise.status === 'rejected') {
+    redirect('/documents', RedirectType.replace);
+  }
+
+  const team = getTeamPromise.value;
+  const teams = getTeamsPromise.status === 'fulfilled' ? getTeamsPromise.value : [];
+
+  return (
+    <NextAuthProvider session={session}>
+      <LimitsProvider teamId={team.id}>
+        {team.subscription && team.subscription.status !== SubscriptionStatus.ACTIVE && (
+          <LayoutBillingBanner
+            subscription={team.subscription}
+            teamId={team.id}
+            userRole={team.currentTeamMember.role}
+          />
+        )}
+
+        <Header user={user} teams={teams} />
+
+        <main className="mt-8 pb-8 md:mt-12 md:pb-12">{children}</main>
+
+        <RefreshOnFocus />
+      </LimitsProvider>
+    </NextAuthProvider>
+  );
+}

apps/web/src/app/(teams)/t/[teamUrl]/not-found.tsx

@@ -0,0 +1,32 @@
+'use client';
+
+import Link from 'next/link';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+export default function NotFound() {
+  return (
+    <div className="mx-auto flex min-h-[80vh] w-full items-center justify-center py-32">
+      <div>
+        <p className="text-muted-foreground font-semibold">404 Team not found</p>
+
+        <h1 className="mt-3 text-2xl font-bold md:text-3xl">Oops! Something went wrong.</h1>
+
+        <p className="text-muted-foreground mt-4 text-sm">
+          The team you are looking for may have been removed, renamed or may have never existed.
+        </p>
+
+        <div className="mt-6 flex gap-x-2.5 gap-y-4 md:items-center">
+          <Button asChild className="w-32">
+            <Link href="/settings/teams">
+              <ChevronLeft className="mr-2 h-4 w-4" />
+              Go Back
+            </Link>
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(teams)/t/[teamUrl]/settings/billing/page.tsx

@@ -0,0 +1,84 @@
+import { DateTime } from 'luxon';
+import type Stripe from 'stripe';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { stripe } from '@documenso/lib/server-only/stripe';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
+import { TeamBillingInvoicesDataTable } from '~/components/(teams)/tables/team-billing-invoices-data-table';
+import { TeamBillingPortalButton } from '~/components/(teams)/team-billing-portal-button';
+
+export type TeamsSettingsBillingPageProps = {
+  params: {
+    teamUrl: string;
+  };
+};
+
+export default async function TeamsSettingBillingPage({ params }: TeamsSettingsBillingPageProps) {
+  const session = await getRequiredServerComponentSession();
+
+  const team = await getTeamByUrl({ userId: session.user.id, teamUrl: params.teamUrl });
+
+  const canManageBilling = canExecuteTeamAction('MANAGE_BILLING', team.currentTeamMember.role);
+
+  let teamSubscription: Stripe.Subscription | null = null;
+
+  if (team.subscription) {
+    teamSubscription = await stripe.subscriptions.retrieve(team.subscription.planId);
+  }
+
+  const formatTeamSubscriptionDetails = (subscription: Stripe.Subscription | null) => {
+    if (!subscription) {
+      return 'No payment required';
+    }
+
+    const numberOfSeats = subscription.items.data[0].quantity ?? 0;
+
+    const formattedTeamMemberQuanity = numberOfSeats > 1 ? `${numberOfSeats} members` : '1 member';
+
+    const formattedDate = DateTime.fromSeconds(subscription.current_period_end).toFormat(
+      'LLL dd, yyyy',
+    );
+
+    return `${formattedTeamMemberQuanity} • Monthly • Renews: ${formattedDate}`;
+  };
+
+  return (
+    <div>
+      <SettingsHeader title="Billing" subtitle="Your subscription is currently active." />
+
+      <Card gradient className="shadow-sm">
+        <CardContent className="flex flex-row items-center justify-between p-4">
+          <div className="flex flex-col text-sm">
+            <p className="text-foreground font-semibold">
+              Current plan: {teamSubscription ? 'Team' : 'Community Team'}
+            </p>
+
+            <p className="text-muted-foreground mt-0.5">
+              {formatTeamSubscriptionDetails(teamSubscription)}
+            </p>
+          </div>
+
+          {teamSubscription && (
+            <div
+              title={
+                canManageBilling
+                  ? 'Manage team subscription.'
+                  : 'You must be an admin of this team to manage billing.'
+              }
+            >
+              <TeamBillingPortalButton teamId={team.id} />
+            </div>
+          )}
+        </CardContent>
+      </Card>
+
+      <section className="mt-6">
+        <TeamBillingInvoicesDataTable teamId={team.id} />
+      </section>
+    </div>
+  );
+}

apps/web/src/app/(teams)/t/[teamUrl]/settings/layout.tsx

@@ -0,0 +1,54 @@
+import React from 'react';
+
+import { notFound } from 'next/navigation';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+
+import { DesktopNav } from '~/components/(teams)/settings/layout/desktop-nav';
+import { MobileNav } from '~/components/(teams)/settings/layout/mobile-nav';
+
+export type TeamSettingsLayoutProps = {
+  children: React.ReactNode;
+  params: {
+    teamUrl: string;
+  };
+};
+
+export default async function TeamsSettingsLayout({
+  children,
+  params: { teamUrl },
+}: TeamSettingsLayoutProps) {
+  const session = await getRequiredServerComponentSession();
+
+  try {
+    const team = await getTeamByUrl({ userId: session.user.id, teamUrl });
+
+    if (!canExecuteTeamAction('MANAGE_TEAM', team.currentTeamMember.role)) {
+      throw new Error(AppErrorCode.UNAUTHORIZED);
+    }
+  } catch (e) {
+    const error = AppError.parseError(e);
+
+    if (error.code === 'P2025') {
+      notFound();
+    }
+
+    throw e;
+  }
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+      <h1 className="text-4xl font-semibold">Team Settings</h1>
+
+      <div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
+        <DesktopNav className="hidden md:col-span-3 md:flex" />
+        <MobileNav className="col-span-12 mb-8 md:hidden" />
+
+        <div className="col-span-12 md:col-span-9">{children}</div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(teams)/t/[teamUrl]/settings/members/page.tsx

@@ -0,0 +1,38 @@
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
+import { InviteTeamMembersDialog } from '~/components/(teams)/dialogs/invite-team-member-dialog';
+import { TeamsMemberPageDataTable } from '~/components/(teams)/tables/teams-member-page-data-table';
+
+export type TeamsSettingsMembersPageProps = {
+  params: {
+    teamUrl: string;
+  };
+};
+
+export default async function TeamsSettingsMembersPage({ params }: TeamsSettingsMembersPageProps) {
+  const { teamUrl } = params;
+
+  const session = await getRequiredServerComponentSession();
+
+  const team = await getTeamByUrl({ userId: session.user.id, teamUrl });
+
+  return (
+    <div>
+      <SettingsHeader title="Members" subtitle="Manage the members or invite new members.">
+        <InviteTeamMembersDialog
+          teamId={team.id}
+          currentUserTeamRole={team.currentTeamMember.role}
+        />
+      </SettingsHeader>
+
+      <TeamsMemberPageDataTable
+        currentUserTeamRole={team.currentTeamMember.role}
+        teamId={team.id}
+        teamName={team.name}
+        teamOwnerUserId={team.ownerUserId}
+      />
+    </div>
+  );
+}

apps/web/src/app/(teams)/t/[teamUrl]/settings/page.tsx

@@ -0,0 +1,186 @@
+import { CheckCircle2, Clock } from 'lucide-react';
+import { P, match } from 'ts-pattern';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { isTokenExpired } from '@documenso/lib/utils/token-verification';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
+import { AddTeamEmailDialog } from '~/components/(teams)/dialogs/add-team-email-dialog';
+import { DeleteTeamDialog } from '~/components/(teams)/dialogs/delete-team-dialog';
+import { TransferTeamDialog } from '~/components/(teams)/dialogs/transfer-team-dialog';
+import { UpdateTeamForm } from '~/components/(teams)/forms/update-team-form';
+
+import { TeamEmailDropdown } from './team-email-dropdown';
+import { TeamTransferStatus } from './team-transfer-status';
+
+export type TeamsSettingsPageProps = {
+  params: {
+    teamUrl: string;
+  };
+};
+
+export default async function TeamsSettingsPage({ params }: TeamsSettingsPageProps) {
+  const { teamUrl } = params;
+
+  const session = await getRequiredServerComponentSession();
+
+  const team = await getTeamByUrl({ userId: session.user.id, teamUrl });
+
+  const isTransferVerificationExpired =
+    !team.transferVerification || isTokenExpired(team.transferVerification.expiresAt);
+
+  return (
+    <div>
+      <SettingsHeader title="Team Profile" subtitle="Here you can edit your team's details." />
+
+      <TeamTransferStatus
+        className="mb-4"
+        currentUserTeamRole={team.currentTeamMember.role}
+        teamId={team.id}
+        transferVerification={team.transferVerification}
+      />
+
+      <UpdateTeamForm teamId={team.id} teamName={team.name} teamUrl={team.url} />
+
+      <section className="mt-6 space-y-6">
+        {(team.teamEmail || team.emailVerification) && (
+          <Alert className="p-6" variant="neutral">
+            <AlertTitle>Team email</AlertTitle>
+
+            <AlertDescription className="mr-2">
+              You can view documents associated with this email and use this identity when sending
+              documents.
+            </AlertDescription>
+
+            <hr className="border-border/50 mt-2" />
+
+            <div className="flex flex-row items-center justify-between pt-4">
+              <AvatarWithText
+                avatarClass="h-12 w-12"
+                avatarFallback={extractInitials(
+                  (team.teamEmail?.name || team.emailVerification?.name) ?? '',
+                )}
+                primaryText={
+                  <span className="text-foreground/80 text-sm font-semibold">
+                    {team.teamEmail?.name || team.emailVerification?.name}
+                  </span>
+                }
+                secondaryText={
+                  <span className="text-sm">
+                    {team.teamEmail?.email || team.emailVerification?.email}
+                  </span>
+                }
+              />
+
+              <div className="flex flex-row items-center pr-2">
+                <div className="text-muted-foreground mr-4 flex flex-row items-center text-sm xl:mr-8">
+                  {match({
+                    teamEmail: team.teamEmail,
+                    emailVerification: team.emailVerification,
+                  })
+                    .with({ teamEmail: P.not(null) }, () => (
+                      <>
+                        <CheckCircle2 className="mr-1.5 text-green-500 dark:text-green-300" />
+                        Active
+                      </>
+                    ))
+                    .with(
+                      {
+                        emailVerification: P.when(
+                          (emailVerification) =>
+                            emailVerification && emailVerification?.expiresAt < new Date(),
+                        ),
+                      },
+                      () => (
+                        <>
+                          <Clock className="mr-1.5 text-yellow-500 dark:text-yellow-200" />
+                          Expired
+                        </>
+                      ),
+                    )
+                    .with({ emailVerification: P.not(null) }, () => (
+                      <>
+                        <Clock className="mr-1.5 text-blue-600 dark:text-blue-300" />
+                        Awaiting email confirmation
+                      </>
+                    ))
+                    .otherwise(() => null)}
+                </div>
+
+                <TeamEmailDropdown team={team} />
+              </div>
+            </div>
+          </Alert>
+        )}
+
+        {!team.teamEmail && !team.emailVerification && (
+          <Alert
+            className="flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+            variant="neutral"
+          >
+            <div className="mb-4 sm:mb-0">
+              <AlertTitle>Team email</AlertTitle>
+
+              <AlertDescription className="mr-2">
+                <ul className="text-muted-foreground mt-0.5 list-inside list-disc text-sm">
+                  {/* Feature not available yet. */}
+                  {/* <li>Display this name and email when sending documents</li> */}
+                  {/* <li>View documents associated with this email</li> */}
+
+                  <span>View documents associated with this email</span>
+                </ul>
+              </AlertDescription>
+            </div>
+
+            <AddTeamEmailDialog teamId={team.id} />
+          </Alert>
+        )}
+
+        {team.ownerUserId === session.user.id && (
+          <>
+            {isTransferVerificationExpired && (
+              <Alert
+                className="flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+                variant="neutral"
+              >
+                <div className="mb-4 sm:mb-0">
+                  <AlertTitle>Transfer team</AlertTitle>
+
+                  <AlertDescription className="mr-2">
+                    Transfer the ownership of the team to another team member.
+                  </AlertDescription>
+                </div>
+
+                <TransferTeamDialog
+                  ownerUserId={team.ownerUserId}
+                  teamId={team.id}
+                  teamName={team.name}
+                />
+              </Alert>
+            )}
+
+            <Alert
+              className="flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+              variant="neutral"
+            >
+              <div className="mb-4 sm:mb-0">
+                <AlertTitle>Delete team</AlertTitle>
+
+                <AlertDescription className="mr-2">
+                  This team, and any associated data excluding billing invoices will be permanently
+                  deleted.
+                </AlertDescription>
+              </div>
+
+              <DeleteTeamDialog teamId={team.id} teamName={team.name} />
+            </Alert>
+          </>
+        )}
+      </section>
+    </div>
+  );
+}

apps/web/src/app/(teams)/t/[teamUrl]/settings/team-email-dropdown.tsx

@@ -0,0 +1,143 @@
+'use client';
+
+import { useRouter } from 'next/navigation';
+
+import { Edit, Loader, Mail, MoreHorizontal, X } from 'lucide-react';
+
+import type { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { trpc } from '@documenso/trpc/react';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { UpdateTeamEmailDialog } from '~/components/(teams)/dialogs/update-team-email-dialog';
+
+export type TeamsSettingsPageProps = {
+  team: Awaited<ReturnType<typeof getTeamByUrl>>;
+};
+
+export const TeamEmailDropdown = ({ team }: TeamsSettingsPageProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: resendEmailVerification, isLoading: isResendingEmailVerification } =
+    trpc.team.resendTeamEmailVerification.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'Email verification has been resent',
+          duration: 5000,
+        });
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          variant: 'destructive',
+          duration: 10000,
+          description: 'Unable to resend verification at this time. Please try again.',
+        });
+      },
+    });
+
+  const { mutateAsync: deleteTeamEmail, isLoading: isDeletingTeamEmail } =
+    trpc.team.deleteTeamEmail.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'Team email has been removed',
+          duration: 5000,
+        });
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          variant: 'destructive',
+          duration: 10000,
+          description: 'Unable to remove team email at this time. Please try again.',
+        });
+      },
+    });
+
+  const { mutateAsync: deleteTeamEmailVerification, isLoading: isDeletingTeamEmailVerification } =
+    trpc.team.deleteTeamEmailVerification.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'Email verification has been removed',
+          duration: 5000,
+        });
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          variant: 'destructive',
+          duration: 10000,
+          description: 'Unable to remove email verification at this time. Please try again.',
+        });
+      },
+    });
+
+  const onRemove = async () => {
+    if (team.teamEmail) {
+      await deleteTeamEmail({ teamId: team.id });
+    }
+
+    if (team.emailVerification) {
+      await deleteTeamEmailVerification({ teamId: team.id });
+    }
+
+    router.refresh();
+  };
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger>
+        <MoreHorizontal className="text-muted-foreground h-5 w-5" />
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent className="w-52" align="start" forceMount>
+        {!team.teamEmail && team.emailVerification && (
+          <DropdownMenuItem
+            disabled={isResendingEmailVerification}
+            onClick={(e) => {
+              e.preventDefault();
+              void resendEmailVerification({ teamId: team.id });
+            }}
+          >
+            {isResendingEmailVerification ? (
+              <Loader className="mr-2 h-4 w-4 animate-spin" />
+            ) : (
+              <Mail className="mr-2 h-4 w-4" />
+            )}
+            Resend verification
+          </DropdownMenuItem>
+        )}
+
+        {team.teamEmail && (
+          <UpdateTeamEmailDialog
+            teamEmail={team.teamEmail}
+            trigger={
+              <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
+                <Edit className="mr-2 h-4 w-4" />
+                Edit
+              </DropdownMenuItem>
+            }
+          />
+        )}
+
+        <DropdownMenuItem
+          disabled={isDeletingTeamEmail || isDeletingTeamEmailVerification}
+          onClick={async () => onRemove()}
+        >
+          <X className="mr-2 h-4 w-4" />
+          Remove
+        </DropdownMenuItem>
+      </DropdownMenuContent>
+    </DropdownMenu>
+  );
+};

apps/web/src/app/(teams)/t/[teamUrl]/settings/team-transfer-status.tsx

@@ -0,0 +1,115 @@
+'use client';
+
+import { useRouter } from 'next/navigation';
+
+import { AnimatePresence } from 'framer-motion';
+
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { isTokenExpired } from '@documenso/lib/utils/token-verification';
+import type { TeamMemberRole, TeamTransferVerification } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TeamTransferStatusProps = {
+  className?: string;
+  currentUserTeamRole: TeamMemberRole;
+  teamId: number;
+  transferVerification: TeamTransferVerification | null;
+};
+
+export const TeamTransferStatus = ({
+  className,
+  currentUserTeamRole,
+  teamId,
+  transferVerification,
+}: TeamTransferStatusProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const isExpired = transferVerification && isTokenExpired(transferVerification.expiresAt);
+
+  const { mutateAsync: deleteTeamTransferRequest, isLoading } =
+    trpc.team.deleteTeamTransferRequest.useMutation({
+      onSuccess: () => {
+        if (!isExpired) {
+          toast({
+            title: 'Success',
+            description: 'The team transfer invitation has been successfully deleted.',
+            duration: 5000,
+          });
+        }
+
+        router.refresh();
+      },
+      onError: () => {
+        toast({
+          title: 'An unknown error occurred',
+          variant: 'destructive',
+          description:
+            'We encountered an unknown error while attempting to remove this transfer. Please try again or contact support.',
+        });
+      },
+    });
+
+  return (
+    <AnimatePresence>
+      {transferVerification && (
+        <AnimateGenericFadeInOut>
+          <Alert
+            variant={isExpired ? 'destructive' : 'warning'}
+            className={cn(
+              'flex flex-col justify-between p-6 sm:flex-row sm:items-center',
+              className,
+            )}
+          >
+            <div>
+              <AlertTitle>
+                {isExpired ? 'Team transfer request expired' : 'Team transfer in progress'}
+              </AlertTitle>
+
+              <AlertDescription>
+                {isExpired ? (
+                  <p className="text-sm">
+                    The team transfer request to <strong>{transferVerification.name}</strong> has
+                    expired.
+                  </p>
+                ) : (
+                  <section className="text-sm">
+                    <p>
+                      A request to transfer the ownership of this team has been sent to{' '}
+                      <strong>
+                        {transferVerification.name} ({transferVerification.email})
+                      </strong>
+                    </p>
+
+                    <p>
+                      If they accept this request, the team will be transferred to their account.
+                    </p>
+                  </section>
+                )}
+              </AlertDescription>
+            </div>
+
+            {canExecuteTeamAction('DELETE_TEAM_TRANSFER_REQUEST', currentUserTeamRole) && (
+              <Button
+                onClick={async () => deleteTeamTransferRequest({ teamId })}
+                loading={isLoading}
+                variant={isExpired ? 'destructive' : 'ghost'}
+                className={cn('ml-auto', {
+                  'hover:bg-transparent hover:text-blue-800': !isExpired,
+                })}
+              >
+                {isExpired ? 'Close' : 'Cancel'}
+              </Button>
+            )}
+          </Alert>
+        </AnimateGenericFadeInOut>
+      )}
+    </AnimatePresence>
+  );
+};

apps/web/src/app/(teams)/t/[teamUrl]/templates/[id]/page.tsx

@@ -0,0 +1,22 @@
+import React from 'react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+
+import type { TemplatePageViewProps } from '~/app/(dashboard)/templates/[id]/template-page-view';
+import { TemplatePageView } from '~/app/(dashboard)/templates/[id]/template-page-view';
+
+type TeamTemplatePageProps = {
+  params: TemplatePageViewProps['params'] & {
+    teamUrl: string;
+  };
+};
+
+export default async function TeamTemplatePage({ params }: TeamTemplatePageProps) {
+  const { teamUrl } = params;
+
+  const { user } = await getRequiredServerComponentSession();
+  const team = await getTeamByUrl({ userId: user.id, teamUrl });
+
+  return <TemplatePageView params={params} team={team} />;
+}

apps/web/src/app/(teams)/t/[teamUrl]/templates/page.tsx

@@ -0,0 +1,26 @@
+import React from 'react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+
+import type { TemplatesPageViewProps } from '~/app/(dashboard)/templates/templates-page-view';
+import { TemplatesPageView } from '~/app/(dashboard)/templates/templates-page-view';
+
+type TeamTemplatesPageProps = {
+  searchParams?: TemplatesPageViewProps['searchParams'];
+  params: {
+    teamUrl: string;
+  };
+};
+
+export default async function TeamTemplatesPage({
+  searchParams = {},
+  params,
+}: TeamTemplatesPageProps) {
+  const { teamUrl } = params;
+
+  const { user } = await getRequiredServerComponentSession();
+  const team = await getTeamByUrl({ userId: user.id, teamUrl });
+
+  return <TemplatesPageView searchParams={searchParams} team={team} />;
+}

apps/web/src/app/(unauthenticated)/check-email/page.tsx

@@ -1,7 +1,12 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import { Button } from '@documenso/ui/primitives/button';
 
+export const metadata: Metadata = {
+  title: 'Forgot password',
+};
+
 export default function ForgotPasswordPage() {
   return (
     <div>

apps/web/src/app/(unauthenticated)/forgot-password/page.tsx

@@ -1,7 +1,12 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import { ForgotPasswordForm } from '~/components/forms/forgot-password';
 
+export const metadata: Metadata = {
+  title: 'Forgot Password',
+};
+
 export default function ForgotPasswordPage() {
   return (
     <div>

apps/web/src/app/(unauthenticated)/reset-password/page.tsx

@@ -1,7 +1,12 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import { Button } from '@documenso/ui/primitives/button';
 
+export const metadata: Metadata = {
+  title: 'Reset Password',
+};
+
 export default function ResetPasswordPage() {
   return (
     <div>

apps/web/src/app/(unauthenticated)/signin/page.tsx

@@ -1,8 +1,30 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { IS_GOOGLE_SSO_ENABLED } from '@documenso/lib/constants/auth';
+import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
 
 import { SignInForm } from '~/components/forms/signin';
 
-export default function SignInPage() {
+export const metadata: Metadata = {
+  title: 'Sign In',
+};
+
+type SignInPageProps = {
+  searchParams: {
+    email?: string;
+  };
+};
+
+export default function SignInPage({ searchParams }: SignInPageProps) {
+  const rawEmail = typeof searchParams.email === 'string' ? searchParams.email : undefined;
+  const email = rawEmail ? decryptSecondaryData(rawEmail) : null;
+
+  if (!email && rawEmail) {
+    redirect('/signin');
+  }
+
   return (
     <div>
       <h1 className="text-4xl font-semibold">Sign in to your account</h1>
@@ -11,7 +33,11 @@ export default function SignInPage() {
         Welcome back, we are lucky to have you.
       </p>
 
-      <SignInForm className="mt-4" />
+      <SignInForm
+        className="mt-4"
+        initialEmail={email || undefined}
+        isGoogleSSOEnabled={IS_GOOGLE_SSO_ENABLED}
+      />
 
       {process.env.NEXT_PUBLIC_DISABLE_SIGNUP !== 'true' && (
         <p className="text-muted-foreground mt-6 text-center text-sm">

apps/web/src/app/(unauthenticated)/signup/page.tsx

@@ -1,13 +1,34 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
 import { redirect } from 'next/navigation';
 
+import { IS_GOOGLE_SSO_ENABLED } from '@documenso/lib/constants/auth';
+import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
+
 import { SignUpForm } from '~/components/forms/signup';
 
-export default function SignUpPage() {
+export const metadata: Metadata = {
+  title: 'Sign Up',
+};
+
+type SignUpPageProps = {
+  searchParams: {
+    email?: string;
+  };
+};
+
+export default function SignUpPage({ searchParams }: SignUpPageProps) {
   if (process.env.NEXT_PUBLIC_DISABLE_SIGNUP === 'true') {
     redirect('/signin');
   }
 
+  const rawEmail = typeof searchParams.email === 'string' ? searchParams.email : undefined;
+  const email = rawEmail ? decryptSecondaryData(rawEmail) : null;
+
+  if (!email && rawEmail) {
+    redirect('/signup');
+  }
+
   return (
     <div>
       <h1 className="text-4xl font-semibold">Create a new account</h1>
@@ -17,7 +38,11 @@ export default function SignUpPage() {
         signing is within your grasp.
       </p>
 
-      <SignUpForm className="mt-4" />
+      <SignUpForm
+        className="mt-4"
+        initialEmail={email || undefined}
+        isGoogleSSOEnabled={IS_GOOGLE_SSO_ENABLED}
+      />
 
       <p className="text-muted-foreground mt-6 text-center text-sm">
         Already have an account?{' '}

apps/web/src/app/(unauthenticated)/team/invite/[token]/page.tsx

@@ -0,0 +1,121 @@
+import Link from 'next/link';
+
+import { DateTime } from 'luxon';
+
+import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { encryptSecondaryData } from '@documenso/lib/server-only/crypto/encrypt';
+import { acceptTeamInvitation } from '@documenso/lib/server-only/team/accept-team-invitation';
+import { getTeamById } from '@documenso/lib/server-only/team/get-team';
+import { prisma } from '@documenso/prisma';
+import { TeamMemberInviteStatus } from '@documenso/prisma/client';
+import { Button } from '@documenso/ui/primitives/button';
+
+type AcceptInvitationPageProps = {
+  params: {
+    token: string;
+  };
+};
+
+export default async function AcceptInvitationPage({
+  params: { token },
+}: AcceptInvitationPageProps) {
+  const session = await getServerComponentSession();
+
+  const teamMemberInvite = await prisma.teamMemberInvite.findUnique({
+    where: {
+      token,
+    },
+  });
+
+  if (!teamMemberInvite) {
+    return (
+      <div>
+        <h1 className="text-4xl font-semibold">Invalid token</h1>
+
+        <p className="text-muted-foreground mb-4 mt-2 text-sm">
+          This token is invalid or has expired. Please contact your team for a new invitation.
+        </p>
+
+        <Button asChild>
+          <Link href="/">Return</Link>
+        </Button>
+      </div>
+    );
+  }
+
+  const team = await getTeamById({ teamId: teamMemberInvite.teamId });
+
+  const user = await prisma.user.findFirst({
+    where: {
+      email: {
+        equals: teamMemberInvite.email,
+        mode: 'insensitive',
+      },
+    },
+  });
+
+  // Directly convert the team member invite to a team member if they already have an account.
+  if (user) {
+    await acceptTeamInvitation({ userId: user.id, teamId: team.id });
+  }
+
+  // For users who do not exist yet, set the team invite status to accepted, which is checked during
+  // user creation to determine if we should add the user to the team at that time.
+  if (!user && teamMemberInvite.status !== TeamMemberInviteStatus.ACCEPTED) {
+    await prisma.teamMemberInvite.update({
+      where: {
+        id: teamMemberInvite.id,
+      },
+      data: {
+        status: TeamMemberInviteStatus.ACCEPTED,
+      },
+    });
+  }
+
+  const email = encryptSecondaryData({
+    data: teamMemberInvite.email,
+    expiresAt: DateTime.now().plus({ days: 1 }).toMillis(),
+  });
+
+  if (!user) {
+    return (
+      <div>
+        <h1 className="text-4xl font-semibold">Team invitation</h1>
+
+        <p className="text-muted-foreground mt-2 text-sm">
+          You have been invited by <strong>{team.name}</strong> to join their team.
+        </p>
+
+        <p className="text-muted-foreground mb-4 mt-1 text-sm">
+          To accept this invitation you must create an account.
+        </p>
+
+        <Button asChild>
+          <Link href={`/signup?email=${encodeURIComponent(email)}`}>Create account</Link>
+        </Button>
+      </div>
+    );
+  }
+
+  const isSessionUserTheInvitedUser = user.id === session.user?.id;
+
+  return (
+    <div>
+      <h1 className="text-4xl font-semibold">Invitation accepted!</h1>
+
+      <p className="text-muted-foreground mb-4 mt-2 text-sm">
+        You have accepted an invitation from <strong>{team.name}</strong> to join their team.
+      </p>
+
+      {isSessionUserTheInvitedUser ? (
+        <Button asChild>
+          <Link href="/">Continue</Link>
+        </Button>
+      ) : (
+        <Button asChild>
+          <Link href={`/signin?email=${encodeURIComponent(email)}`}>Continue to login</Link>
+        </Button>
+      )}
+    </div>
+  );
+}

apps/web/src/app/(unauthenticated)/team/verify/email/[token]/page.tsx

@@ -0,0 +1,89 @@
+import Link from 'next/link';
+
+import { isTokenExpired } from '@documenso/lib/utils/token-verification';
+import { prisma } from '@documenso/prisma';
+import { Button } from '@documenso/ui/primitives/button';
+
+type VerifyTeamEmailPageProps = {
+  params: {
+    token: string;
+  };
+};
+
+export default async function VerifyTeamEmailPage({ params: { token } }: VerifyTeamEmailPageProps) {
+  const teamEmailVerification = await prisma.teamEmailVerification.findUnique({
+    where: {
+      token,
+    },
+    include: {
+      team: true,
+    },
+  });
+
+  if (!teamEmailVerification || isTokenExpired(teamEmailVerification.expiresAt)) {
+    return (
+      <div>
+        <h1 className="text-4xl font-semibold">Invalid link</h1>
+
+        <p className="text-muted-foreground mb-4 mt-2 text-sm">
+          This link is invalid or has expired. Please contact your team to resend a verification.
+        </p>
+
+        <Button asChild>
+          <Link href="/">Return</Link>
+        </Button>
+      </div>
+    );
+  }
+
+  const { team } = teamEmailVerification;
+
+  let isTeamEmailVerificationError = false;
+
+  try {
+    await prisma.$transaction([
+      prisma.teamEmailVerification.deleteMany({
+        where: {
+          teamId: team.id,
+        },
+      }),
+      prisma.teamEmail.create({
+        data: {
+          teamId: team.id,
+          email: teamEmailVerification.email,
+          name: teamEmailVerification.name,
+        },
+      }),
+    ]);
+  } catch (e) {
+    console.error(e);
+    isTeamEmailVerificationError = true;
+  }
+
+  if (isTeamEmailVerificationError) {
+    return (
+      <div>
+        <h1 className="text-4xl font-semibold">Team email verification</h1>
+
+        <p className="text-muted-foreground mt-2 text-sm">
+          Something went wrong while attempting to verify your email address for{' '}
+          <strong>{team.name}</strong>. Please try again later.
+        </p>
+      </div>
+    );
+  }
+
+  return (
+    <div>
+      <h1 className="text-4xl font-semibold">Team email verified!</h1>
+
+      <p className="text-muted-foreground mb-4 mt-2 text-sm">
+        You have verified your email address for <strong>{team.name}</strong>.
+      </p>
+
+      <Button asChild>
+        <Link href="/">Continue</Link>
+      </Button>
+    </div>
+  );
+}

apps/web/src/app/(unauthenticated)/team/verify/transfer/[token]/page.tsx

@@ -0,0 +1,80 @@
+import Link from 'next/link';
+
+import { transferTeamOwnership } from '@documenso/lib/server-only/team/transfer-team-ownership';
+import { isTokenExpired } from '@documenso/lib/utils/token-verification';
+import { prisma } from '@documenso/prisma';
+import { Button } from '@documenso/ui/primitives/button';
+
+type VerifyTeamTransferPage = {
+  params: {
+    token: string;
+  };
+};
+
+export default async function VerifyTeamTransferPage({
+  params: { token },
+}: VerifyTeamTransferPage) {
+  const teamTransferVerification = await prisma.teamTransferVerification.findUnique({
+    where: {
+      token,
+    },
+    include: {
+      team: true,
+    },
+  });
+
+  if (!teamTransferVerification || isTokenExpired(teamTransferVerification.expiresAt)) {
+    return (
+      <div>
+        <h1 className="text-4xl font-semibold">Invalid link</h1>
+
+        <p className="text-muted-foreground mb-4 mt-2 text-sm">
+          This link is invalid or has expired. Please contact your team to resend a transfer
+          request.
+        </p>
+
+        <Button asChild>
+          <Link href="/">Return</Link>
+        </Button>
+      </div>
+    );
+  }
+
+  const { team } = teamTransferVerification;
+
+  let isTransferError = false;
+
+  try {
+    await transferTeamOwnership({ token });
+  } catch (e) {
+    console.error(e);
+    isTransferError = true;
+  }
+
+  if (isTransferError) {
+    return (
+      <div>
+        <h1 className="text-4xl font-semibold">Team ownership transfer</h1>
+
+        <p className="text-muted-foreground mt-2 text-sm">
+          Something went wrong while attempting to transfer the ownership of team{' '}
+          <strong>{team.name}</strong> to your. Please try again later or contact support.
+        </p>
+      </div>
+    );
+  }
+
+  return (
+    <div>
+      <h1 className="text-4xl font-semibold">Team ownership transferred!</h1>
+
+      <p className="text-muted-foreground mb-4 mt-2 text-sm">
+        The ownership of team <strong>{team.name}</strong> has been successfully transferred to you.
+      </p>
+
+      <Button asChild>
+        <Link href={`/t/${team.url}/settings`}>Continue</Link>
+      </Button>
+    </div>
+  );
+}

apps/web/src/app/(unauthenticated)/verify-email/page.tsx

@@ -1,9 +1,14 @@
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import { XCircle } from 'lucide-react';
 
 import { Button } from '@documenso/ui/primitives/button';
 
+export const metadata: Metadata = {
+  title: 'Verify Email',
+};
+
 export default function EmailVerificationWithoutTokenPage() {
   return (
     <div className="flex w-full items-start">

apps/web/src/app/layout.tsx

@@ -20,7 +20,10 @@ const fontInter = Inter({ subsets: ['latin'], variable: '--font-sans' });
 const fontCaveat = Caveat({ subsets: ['latin'], variable: '--font-signature' });
 
 export const metadata = {
-  title: 'Documenso - The Open Source DocuSign Alternative',
+  title: {
+    template: '%s - Documenso',
+    default: 'Documenso',
+  },
   description:
     'Join Documenso, the open signing infrastructure, and get a 10x better signing experience. Pricing starts at $30/mo. forever! Sign in now and enjoy a faster, smarter, and more beautiful document signing process. Integrates with your favorite tools, customizable, and expandable. Support our mission and become a part of our open-source community.',
   keywords:

apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx

@@ -4,8 +4,10 @@ import React from 'react';
 
 import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { Recipient } from '@documenso/prisma/client';
+import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { StackAvatar } from './stack-avatar';
@@ -19,6 +21,10 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
   const { toast } = useToast();
 
   const onRecipientClick = () => {
+    if (!recipient.token) {
+      return;
+    }
+
     void copy(`${process.env.NEXT_PUBLIC_WEBAPP_URL}/sign/${recipient.token}`).then(() => {
       toast({
         title: 'Copied to clipboard',
@@ -28,19 +34,31 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
   };
 
   return (
-    <div className="my-1 flex cursor-pointer items-center gap-2" onClick={onRecipientClick}>
+    <div
+      className={cn('my-1 flex items-center gap-2', {
+        'cursor-pointer hover:underline': recipient.token,
+      })}
+      role={recipient.token ? 'button' : undefined}
+      title={recipient.token && 'Click to copy signing link for sending to recipient'}
+      onClick={onRecipientClick}
+    >
       <StackAvatar
         first={true}
         key={recipient.id}
         type={getRecipientType(recipient)}
         fallbackText={recipientAbbreviation(recipient)}
       />
-      <span
-        className="text-muted-foreground text-sm hover:underline"
-        title="Click to copy signing link for sending to recipient"
-      >
-        {recipient.email}
-      </span>
+      <div>
+        <div
+          className="text-muted-foreground text-sm"
+          title="Click to copy signing link for sending to recipient"
+        >
+          <p>{recipient.email} </p>
+          <p className="text-muted-foreground/70 text-xs">
+            {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+          </p>
+        </div>
+      </div>
     </div>
   );
 }

apps/web/src/components/(dashboard)/avatar/stack-avatars-with-tooltip.tsx

@@ -1,4 +1,5 @@
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { Recipient } from '@documenso/prisma/client';
 import {
@@ -59,7 +60,12 @@ export const StackAvatarsWithTooltip = ({
                       type={getRecipientType(recipient)}
                       fallbackText={recipientAbbreviation(recipient)}
                     />
-                    <span className="text-muted-foreground text-sm">{recipient.email}</span>
+                    <div className="">
+                      <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                      <p className="text-muted-foreground/70 text-xs">
+                        {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+                      </p>
+                    </div>
                   </div>
                 ))}
               </div>

apps/web/src/components/(dashboard)/common/command-menu.tsx

@@ -5,13 +5,16 @@ import { useCallback, useMemo, useState } from 'react';
 import { useRouter } from 'next/navigation';
 
 import { Loader, Monitor, Moon, Sun } from 'lucide-react';
+import { useSession } from 'next-auth/react';
 import { useTheme } from 'next-themes';
 import { useHotkeys } from 'react-hotkeys-hook';
 
 import {
   DOCUMENTS_PAGE_SHORTCUT,
   SETTINGS_PAGE_SHORTCUT,
+  TEMPLATES_PAGE_SHORTCUT,
 } from '@documenso/lib/constants/keyboard-shortcuts';
+import type { Document, Recipient } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import {
   CommandDialog,
@@ -22,6 +25,7 @@ import {
   CommandList,
   CommandShortcut,
 } from '@documenso/ui/primitives/command';
+import { THEMES_TYPE } from '@documenso/ui/primitives/constants';
 
 const DOCUMENTS_PAGES = [
   {
@@ -38,6 +42,14 @@ const DOCUMENTS_PAGES = [
   { label: 'Inbox documents', path: '/documents?status=INBOX' },
 ];
 
+const TEMPLATES_PAGES = [
+  {
+    label: 'All templates',
+    path: '/templates',
+    shortcut: TEMPLATES_PAGE_SHORTCUT.replace('+', ''),
+  },
+];
+
 const SETTINGS_PAGES = [
   {
     label: 'Settings',
@@ -55,6 +67,8 @@ export type CommandMenuProps = {
 
 export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
   const { setTheme } = useTheme();
+  const { data: session } = useSession();
+
   const router = useRouter();
 
   const [isOpen, setIsOpen] = useState(() => open ?? false);
@@ -71,6 +85,17 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
       },
     );
 
+  const isOwner = useCallback(
+    (document: Document) => document.userId === session?.user.id,
+    [session?.user.id],
+  );
+
+  const getSigningLink = useCallback(
+    (recipients: Recipient[]) =>
+      `/sign/${recipients.find((r) => r.email === session?.user.email)?.token}`,
+    [session?.user.email],
+  );
+
   const searchResults = useMemo(() => {
     if (!searchDocumentsData) {
       return [];
@@ -78,10 +103,10 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
 
     return searchDocumentsData.map((document) => ({
       label: document.title,
-      path: `/documents/${document.id}`,
+      path: isOwner(document) ? `/documents/${document.id}` : getSigningLink(document.Recipient),
       value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
     }));
-  }, [searchDocumentsData]);
+  }, [searchDocumentsData, isOwner, getSigningLink]);
 
   const currentPage = pages[pages.length - 1];
 
@@ -123,10 +148,12 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
 
   const goToSettings = useCallback(() => push(SETTINGS_PAGES[0].path), [push]);
   const goToDocuments = useCallback(() => push(DOCUMENTS_PAGES[0].path), [push]);
+  const goToTemplates = useCallback(() => push(TEMPLATES_PAGES[0].path), [push]);
 
-  useHotkeys(['ctrl+k', 'meta+k'], toggleOpen);
+  useHotkeys(['ctrl+k', 'meta+k'], toggleOpen, { preventDefault: true });
   useHotkeys(SETTINGS_PAGE_SHORTCUT, goToSettings);
   useHotkeys(DOCUMENTS_PAGE_SHORTCUT, goToDocuments);
+  useHotkeys(TEMPLATES_PAGE_SHORTCUT, goToTemplates);
 
   const handleKeyDown = (e: React.KeyboardEvent) => {
     // Escape goes to previous page
@@ -170,17 +197,22 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
         )}
         {!currentPage && (
           <>
-            <CommandGroup heading="Documents">
+            <CommandGroup className="mx-2 p-0 pb-2" heading="Documents">
               <Commands push={push} pages={DOCUMENTS_PAGES} />
             </CommandGroup>
-            <CommandGroup heading="Settings">
+            <CommandGroup className="mx-2 p-0 pb-2" heading="Templates">
+              <Commands push={push} pages={TEMPLATES_PAGES} />
+            </CommandGroup>
+            <CommandGroup className="mx-2 p-0 pb-2" heading="Settings">
               <Commands push={push} pages={SETTINGS_PAGES} />
             </CommandGroup>
-            <CommandGroup heading="Preferences">
-              <CommandItem onSelect={() => addPage('theme')}>Change theme</CommandItem>
+            <CommandGroup className="mx-2 p-0 pb-2" heading="Preferences">
+              <CommandItem className="-mx-2 -my-1 rounded-lg" onSelect={() => addPage('theme')}>
+                Change theme
+              </CommandItem>
             </CommandGroup>
             {searchResults.length > 0 && (
-              <CommandGroup heading="Your documents">
+              <CommandGroup className="mx-2 p-0 pb-2" heading="Your documents">
                 <Commands push={push} pages={searchResults} />
               </CommandGroup>
             )}
@@ -201,6 +233,7 @@ const Commands = ({
 }) => {
   return pages.map((page, idx) => (
     <CommandItem
+      className="-mx-2 -my-1 rounded-lg"
       key={page.path + idx}
       value={page.value ?? page.label}
       onSelect={() => push(page.path)}
@@ -214,15 +247,19 @@ const Commands = ({
 const ThemeCommands = ({ setTheme }: { setTheme: (_theme: string) => void }) => {
   const THEMES = useMemo(
     () => [
-      { label: 'Light Mode', theme: 'light', icon: Sun },
-      { label: 'Dark Mode', theme: 'dark', icon: Moon },
-      { label: 'System Theme', theme: 'system', icon: Monitor },
+      { label: 'Light Mode', theme: THEMES_TYPE.LIGHT, icon: Sun },
+      { label: 'Dark Mode', theme: THEMES_TYPE.DARK, icon: Moon },
+      { label: 'System Theme', theme: THEMES_TYPE.SYSTEM, icon: Monitor },
     ],
     [],
   );
 
   return THEMES.map((theme) => (
-    <CommandItem key={theme.theme} onSelect={() => setTheme(theme.theme)}>
+    <CommandItem
+      key={theme.theme}
+      onSelect={() => setTheme(theme.theme)}
+      className="-my-1 mx-2 rounded-lg first:mt-2 last:mb-2"
+    >
       <theme.icon className="mr-2" />
       {theme.label}
     </CommandItem>

apps/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -3,20 +3,39 @@
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
+import Link from 'next/link';
+import { useParams, usePathname } from 'next/navigation';
+
 import { Search } from 'lucide-react';
 
+import { getRootHref } from '@documenso/lib/utils/params';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
 import { CommandMenu } from '../common/command-menu';
 
+const navigationLinks = [
+  {
+    href: '/documents',
+    label: 'Documents',
+  },
+  {
+    href: '/templates',
+    label: 'Templates',
+  },
+];
+
 export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
 
 export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
-  // const pathname = usePathname();
+  const pathname = usePathname();
+  const params = useParams();
+
   const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
+  const rootHref = getRootHref(params, { returnEmptyRootString: true });
+
   useEffect(() => {
     const userAgent = typeof navigator !== 'undefined' ? navigator.userAgent : 'unknown';
     const isMacOS = /Macintosh|Mac\s+OS\s+X/i.test(userAgent);
@@ -26,9 +45,31 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
 
   return (
     <div
-      className={cn('ml-8 hidden flex-1 gap-x-6 md:flex md:justify-center', className)}
+      className={cn(
+        'ml-8 hidden flex-1 items-center gap-x-12 md:flex md:justify-between',
+        className,
+      )}
       {...props}
     >
+      <div className="flex items-baseline gap-x-6">
+        {navigationLinks.map(({ href, label }) => (
+          <Link
+            key={href}
+            href={`${rootHref}${href}`}
+            className={cn(
+              'text-muted-foreground dark:text-muted focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
+              {
+                'text-foreground dark:text-muted-foreground': pathname?.startsWith(
+                  `${rootHref}${href}`,
+                ),
+              },
+            )}
+          >
+            {label}
+          </Link>
+        ))}
+      </div>
+
       <CommandMenu open={open} onOpenChange={setOpen} />
 
       <Button
@@ -47,19 +88,6 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
           </div>
         </div>
       </Button>
-
-      {/* We have no other subpaths rn */}
-      {/* <Link
-        href="/documents"
-        className={cn(
-          'text-muted-foreground focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
-          {
-            'text-foreground': pathname?.startsWith('/documents'),
-          },
-        )}
-      >
-        Documents
-      </Link> */}
     </div>
   );
 };

apps/web/src/components/(dashboard)/layout/header.tsx

@@ -1,23 +1,40 @@
 'use client';
 
-import type { HTMLAttributes } from 'react';
-import { useEffect, useState } from 'react';
+import { type HTMLAttributes, useEffect, useState } from 'react';
 
 import Link from 'next/link';
+import { useParams } from 'next/navigation';
 
+import { MenuIcon, SearchIcon } from 'lucide-react';
+
+import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
+import type { GetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
+import { getRootHref } from '@documenso/lib/utils/params';
 import type { User } from '@documenso/prisma/client';
 import { cn } from '@documenso/ui/lib/utils';
 
 import { Logo } from '~/components/branding/logo';
 
+import { CommandMenu } from '../common/command-menu';
 import { DesktopNav } from './desktop-nav';
+import { MenuSwitcher } from './menu-switcher';
+import { MobileNavigation } from './mobile-navigation';
 import { ProfileDropdown } from './profile-dropdown';
 
 export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
   user: User;
+  teams: GetTeamsResponse;
 };
 
-export const Header = ({ className, user, ...props }: HeaderProps) => {
+export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
+  const params = useParams();
+
+  const { getFlag } = useFeatureFlags();
+
+  const isTeamsEnabled = getFlag('app_teams');
+
+  const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
+  const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
   const [scrollY, setScrollY] = useState(0);
 
   useEffect(() => {
@@ -30,10 +47,38 @@ export const Header = ({ className, user, ...props }: HeaderProps) => {
     return () => window.removeEventListener('scroll', onScroll);
   }, []);
 
+  if (!isTeamsEnabled) {
+    return (
+      <header
+        className={cn(
+          'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-[60] flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
+          scrollY > 5 && 'border-b-border',
+          className,
+        )}
+        {...props}
+      >
+        <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
+          <Link
+            href="/"
+            className="focus-visible:ring-ring ring-offset-background rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2"
+          >
+            <Logo className="h-6 w-auto" />
+          </Link>
+
+          <DesktopNav />
+
+          <div className="flex gap-x-4 md:ml-8">
+            <ProfileDropdown user={user} />
+          </div>
+        </div>
+      </header>
+    );
+  }
+
   return (
     <header
       className={cn(
-        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-[1000] flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
+        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-[60] flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
         scrollY > 5 && 'border-b-border',
         className,
       )}
@@ -41,20 +86,33 @@ export const Header = ({ className, user, ...props }: HeaderProps) => {
     >
       <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
         <Link
-          href="/"
-          className="focus-visible:ring-ring ring-offset-background rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2"
+          href={getRootHref(params)}
+          className="focus-visible:ring-ring ring-offset-background hidden rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2 md:inline"
         >
           <Logo className="h-6 w-auto" />
         </Link>
 
         <DesktopNav />
 
-        <div className="flex gap-x-4">
-          <ProfileDropdown user={user} />
+        <div className="flex gap-x-4 md:ml-8">
+          <MenuSwitcher user={user} teams={teams} />
+        </div>
 
-          {/* <Button variant="outline" size="sm" className="h-10 w-10 p-0.5 md:hidden">
-            <Menu className="h-6 w-6" />
-          </Button> */}
+        <div className="flex flex-row items-center space-x-4 md:hidden">
+          <button onClick={() => setIsCommandMenuOpen(true)}>
+            <SearchIcon className="text-muted-foreground h-6 w-6" />
+          </button>
+
+          <button onClick={() => setIsHamburgerMenuOpen(true)}>
+            <MenuIcon className="text-muted-foreground h-6 w-6" />
+          </button>
+
+          <CommandMenu open={isCommandMenuOpen} onOpenChange={setIsCommandMenuOpen} />
+
+          <MobileNavigation
+            isMenuOpen={isHamburgerMenuOpen}
+            onMenuOpenChange={setIsHamburgerMenuOpen}
+          />
         </div>
       </div>
     </header>

apps/web/src/components/(dashboard)/layout/menu-switcher.tsx

@@ -0,0 +1,230 @@
+'use client';
+
+import Link from 'next/link';
+import { usePathname } from 'next/navigation';
+
+import { CheckCircle2, ChevronsUpDown, Plus, Settings2 } from 'lucide-react';
+import { signOut } from 'next-auth/react';
+
+import { TEAM_MEMBER_ROLE_MAP, TEAM_URL_REGEX } from '@documenso/lib/constants/teams';
+import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
+import type { GetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import type { User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+export type MenuSwitcherProps = {
+  user: User;
+  teams: GetTeamsResponse;
+};
+
+export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProps) => {
+  const pathname = usePathname();
+
+  const isUserAdmin = isAdmin(user);
+
+  const { data: teamsQueryResult } = trpc.team.getTeams.useQuery(undefined, {
+    initialData: initialTeamsData,
+  });
+
+  const teams = teamsQueryResult && teamsQueryResult.length > 0 ? teamsQueryResult : null;
+
+  const isPathTeamUrl = (teamUrl: string) => {
+    if (!pathname || !pathname.startsWith(`/t/`)) {
+      return false;
+    }
+
+    return pathname.split('/')[2] === teamUrl;
+  };
+
+  const selectedTeam = teams?.find((team) => isPathTeamUrl(team.url));
+
+  const formatAvatarFallback = (teamName?: string) => {
+    if (teamName !== undefined) {
+      return teamName.slice(0, 1).toUpperCase();
+    }
+
+    return user.name ? extractInitials(user.name) : user.email.slice(0, 1).toUpperCase();
+  };
+
+  const formatSecondaryAvatarText = (team?: typeof selectedTeam) => {
+    if (!team) {
+      return 'Personal Account';
+    }
+
+    if (team.ownerUserId === user.id) {
+      return 'Owner';
+    }
+
+    return TEAM_MEMBER_ROLE_MAP[team.currentTeamMember.role];
+  };
+
+  /**
+   * Formats the redirect URL so we can switch between documents and templates page
+   * seemlessly between teams and personal accounts.
+   */
+  const formatRedirectUrlOnSwitch = (teamUrl?: string) => {
+    const baseUrl = teamUrl ? `/t/${teamUrl}/` : '/';
+
+    const currentPathname = (pathname ?? '/').replace(TEAM_URL_REGEX, '');
+
+    if (currentPathname === '/templates') {
+      return `${baseUrl}templates`;
+    }
+
+    return baseUrl;
+  };
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger asChild>
+        <Button
+          data-testid="menu-switcher"
+          variant="none"
+          className="relative flex h-12 flex-row items-center px-2 py-2 ring-0 focus-visible:border-0 focus-visible:ring-0"
+        >
+          <AvatarWithText
+            avatarFallback={formatAvatarFallback(selectedTeam?.name)}
+            primaryText={selectedTeam ? selectedTeam.name : user.name}
+            secondaryText={formatSecondaryAvatarText(selectedTeam)}
+            rightSideComponent={
+              <ChevronsUpDown className="text-muted-foreground ml-auto h-4 w-4" />
+            }
+          />
+        </Button>
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent
+        className={cn('z-[60] ml-2 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
+        align="end"
+        forceMount
+      >
+        {teams ? (
+          <>
+            <DropdownMenuLabel>Personal</DropdownMenuLabel>
+
+            <DropdownMenuItem asChild>
+              <Link href={formatRedirectUrlOnSwitch()}>
+                <AvatarWithText
+                  avatarFallback={formatAvatarFallback()}
+                  primaryText={user.name}
+                  secondaryText={formatSecondaryAvatarText()}
+                  rightSideComponent={
+                    !pathname?.startsWith(`/t/`) && (
+                      <CheckCircle2 className="ml-auto fill-black text-white dark:fill-white dark:text-black" />
+                    )
+                  }
+                />
+              </Link>
+            </DropdownMenuItem>
+
+            <DropdownMenuSeparator className="mt-2" />
+
+            <DropdownMenuLabel>
+              <div className="flex flex-row items-center justify-between">
+                <p>Teams</p>
+
+                <div className="flex flex-row space-x-2">
+                  <DropdownMenuItem asChild>
+                    <Button
+                      title="Manage teams"
+                      variant="ghost"
+                      className="text-muted-foreground flex h-5 w-5 items-center justify-center p-0"
+                      asChild
+                    >
+                      <Link href="/settings/teams">
+                        <Settings2 className="h-4 w-4" />
+                      </Link>
+                    </Button>
+                  </DropdownMenuItem>
+
+                  <DropdownMenuItem asChild>
+                    <Button
+                      title="Create team"
+                      variant="ghost"
+                      className="text-muted-foreground flex h-5 w-5 items-center justify-center p-0"
+                      asChild
+                    >
+                      <Link href="/settings/teams?action=add-team">
+                        <Plus className="h-4 w-4" />
+                      </Link>
+                    </Button>
+                  </DropdownMenuItem>
+                </div>
+              </div>
+            </DropdownMenuLabel>
+
+            {teams.map((team) => (
+              <DropdownMenuItem asChild key={team.id}>
+                <Link href={formatRedirectUrlOnSwitch(team.url)}>
+                  <AvatarWithText
+                    avatarFallback={formatAvatarFallback(team.name)}
+                    primaryText={team.name}
+                    secondaryText={formatSecondaryAvatarText(team)}
+                    rightSideComponent={
+                      isPathTeamUrl(team.url) && (
+                        <CheckCircle2 className="ml-auto fill-black text-white dark:fill-white dark:text-black" />
+                      )
+                    }
+                  />
+                </Link>
+              </DropdownMenuItem>
+            ))}
+          </>
+        ) : (
+          <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+            <Link
+              href="/settings/teams?action=add-team"
+              className="flex items-center justify-between"
+            >
+              Create team
+              <Plus className="ml-2 h-4 w-4" />
+            </Link>
+          </DropdownMenuItem>
+        )}
+
+        <DropdownMenuSeparator />
+
+        {isUserAdmin && (
+          <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+            <Link href="/admin">Admin panel</Link>
+          </DropdownMenuItem>
+        )}
+
+        <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+          <Link href="/settings/profile">User settings</Link>
+        </DropdownMenuItem>
+
+        {selectedTeam &&
+          canExecuteTeamAction('MANAGE_TEAM', selectedTeam.currentTeamMember.role) && (
+            <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+              <Link href={`/t/${selectedTeam.url}/settings/`}>Team settings</Link>
+            </DropdownMenuItem>
+          )}
+
+        <DropdownMenuItem
+          className="text-destructive/90 hover:!text-destructive px-4 py-2"
+          onSelect={async () =>
+            signOut({
+              callbackUrl: '/',
+            })
+          }
+        >
+          Sign Out
+        </DropdownMenuItem>
+      </DropdownMenuContent>
+    </DropdownMenu>
+  );
+};

apps/web/src/components/(dashboard)/layout/mobile-navigation.tsx

@@ -0,0 +1,96 @@
+'use client';
+
+import Image from 'next/image';
+import Link from 'next/link';
+import { useParams } from 'next/navigation';
+
+import { signOut } from 'next-auth/react';
+
+import LogoImage from '@documenso/assets/logo.png';
+import { getRootHref } from '@documenso/lib/utils/params';
+import { Sheet, SheetContent } from '@documenso/ui/primitives/sheet';
+import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
+
+export type MobileNavigationProps = {
+  isMenuOpen: boolean;
+  onMenuOpenChange?: (_value: boolean) => void;
+};
+
+export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigationProps) => {
+  const params = useParams();
+
+  const handleMenuItemClick = () => {
+    onMenuOpenChange?.(false);
+  };
+
+  const rootHref = getRootHref(params, { returnEmptyRootString: true });
+
+  const menuNavigationLinks = [
+    {
+      href: `${rootHref}/documents`,
+      text: 'Documents',
+    },
+    {
+      href: `${rootHref}/templates`,
+      text: 'Templates',
+    },
+    {
+      href: '/settings/teams',
+      text: 'Teams',
+    },
+    {
+      href: '/settings/profile',
+      text: 'Settings',
+    },
+  ];
+
+  return (
+    <Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
+      <SheetContent className="flex w-full max-w-[400px] flex-col">
+        <Link href="/" onClick={handleMenuItemClick}>
+          <Image
+            src={LogoImage}
+            alt="Documenso Logo"
+            className="dark:invert"
+            width={170}
+            height={25}
+          />
+        </Link>
+
+        <div className="mt-8 flex w-full flex-col items-start gap-y-4">
+          {menuNavigationLinks.map(({ href, text }) => (
+            <Link
+              key={href}
+              className="text-foreground hover:text-foreground/80 text-2xl font-semibold"
+              href={href}
+              onClick={() => handleMenuItemClick()}
+            >
+              {text}
+            </Link>
+          ))}
+
+          <button
+            className="text-foreground hover:text-foreground/80 text-2xl font-semibold"
+            onClick={async () =>
+              signOut({
+                callbackUrl: '/',
+              })
+            }
+          >
+            Sign Out
+          </button>
+        </div>
+
+        <div className="mt-auto flex w-full flex-col space-y-4 self-end">
+          <div className="w-fit">
+            <ThemeSwitcher />
+          </div>
+
+          <p className="text-muted-foreground text-sm">
+            © {new Date().getFullYear()} Documenso, Inc. All rights reserved.
+          </p>
+        </div>
+      </SheetContent>
+    </Sheet>
+  );
+};

apps/web/src/components/(dashboard)/layout/profile-dropdown.tsx

@@ -5,6 +5,7 @@ import Link from 'next/link';
 import {
   Braces,
   CreditCard,
+  FileSpreadsheet,
   Lock,
   LogOut,
   User as LucideUser,
@@ -20,7 +21,7 @@ import { LuGithub } from 'react-icons/lu';
 
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
-import { recipientInitials } from '@documenso/lib/utils/recipient-formatter';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import type { User } from '@documenso/prisma/client';
 import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
@@ -51,7 +52,7 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
   const isBillingEnabled = getFlag('app_billing');
 
   const avatarFallback = user.name
-    ? recipientInitials(user.name)
+    ? extractInitials(user.name)
     : user.email.slice(0, 1).toUpperCase();
 
   return (
@@ -68,7 +69,7 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
         </Button>
       </DropdownMenuTrigger>
 
-      <DropdownMenuContent className="w-56" align="end" forceMount>
+      <DropdownMenuContent className="z-[60] w-56" align="end" forceMount>
         <DropdownMenuLabel>Account</DropdownMenuLabel>
 
         {isUserAdmin && (
@@ -114,6 +115,13 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuSeparator />
+        <DropdownMenuItem asChild>
+          <Link href="/templates" className="cursor-pointer">
+            <FileSpreadsheet className="mr-2 h-4 w-4" />
+            Templates
+          </Link>
+        </DropdownMenuItem>
         <DropdownMenuSeparator />
 
         <DropdownMenuSub>
@@ -122,7 +130,7 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
             Themes
           </DropdownMenuSubTrigger>
           <DropdownMenuPortal>
-            <DropdownMenuSubContent>
+            <DropdownMenuSubContent className="z-[60]">
               <DropdownMenuRadioGroup value={theme} onValueChange={setTheme}>
                 <DropdownMenuRadioItem value="light">
                   <Sun className="mr-2 h-4 w-4" /> Light
@@ -141,7 +149,11 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
         </DropdownMenuSub>
         <DropdownMenuSeparator />
         <DropdownMenuItem asChild>
-          <Link href="https://github.com/documenso/documenso" className="cursor-pointer">
+          <Link
+            href="https://github.com/documenso/documenso"
+            className="cursor-pointer"
+            target="_blank"
+          >
             <LuGithub className="mr-2 h-4 w-4" />
             Star on Github
           </Link>

apps/web/src/components/(dashboard)/layout/verify-email-banner.tsx

@@ -4,7 +4,7 @@ import { useEffect, useState } from 'react';
 
 import { AlertTriangle } from 'lucide-react';
 
-import { ONE_SECOND } from '@documenso/lib/constants/time';
+import { ONE_DAY, ONE_SECOND } from '@documenso/lib/constants/time';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -65,7 +65,7 @@ export const VerifyEmailBanner = ({ email }: VerifyEmailBannerProps) => {
     if (emailVerificationDialogLastShown) {
       const lastShownTimestamp = parseInt(emailVerificationDialogLastShown);
 
-      if (Date.now() - lastShownTimestamp < 24 * 60 * 60 * 1000) {
+      if (Date.now() - lastShownTimestamp < ONE_DAY) {
         return;
       }
     }

apps/web/src/components/(dashboard)/period-selector/period-selector.tsx

@@ -21,9 +21,9 @@ export const PeriodSelector = () => {
   const router = useRouter();
 
   const period = useMemo(() => {
-    const p = searchParams?.get('period') ?? '';
+    const p = searchParams?.get('period') ?? 'all';
 
-    return isPeriodSelectorValue(p) ? p : '';
+    return isPeriodSelectorValue(p) ? p : 'all';
   }, [searchParams]);
 
   const onPeriodChange = (newPeriod: string) => {
@@ -35,7 +35,7 @@ export const PeriodSelector = () => {
 
     params.set('period', newPeriod);
 
-    if (newPeriod === '') {
+    if (newPeriod === '' || newPeriod === 'all') {
       params.delete('period');
     }
 
@@ -49,7 +49,7 @@ export const PeriodSelector = () => {
       </SelectTrigger>
 
       <SelectContent position="popper">
-        <SelectItem value="">All Time</SelectItem>
+        <SelectItem value="all">All Time</SelectItem>
         <SelectItem value="7d">Last 7 days</SelectItem>
         <SelectItem value="14d">Last 14 days</SelectItem>
         <SelectItem value="30d">Last 30 days</SelectItem>

apps/web/src/components/(dashboard)/period-selector/types.ts

@@ -1,4 +1,4 @@
-export type PeriodSelectorValue = '' | '7d' | '14d' | '30d';
+import type { PeriodSelectorValue } from '@documenso/lib/server-only/document/find-documents';
 
 export const isPeriodSelectorValue = (value: unknown): value is PeriodSelectorValue => {
   // eslint-disable-next-line @typescript-eslint/consistent-type-assertions

apps/web/src/components/(dashboard)/settings/layout/desktop-nav.tsx

@@ -5,7 +5,7 @@ import type { HTMLAttributes } from 'react';
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 
-import { Braces, CreditCard, Lock, User } from 'lucide-react';
+import { Braces, CreditCard, Lock, User, Users } from 'lucide-react';
 
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { cn } from '@documenso/ui/lib/utils';
@@ -19,6 +19,7 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
   const { getFlag } = useFeatureFlags();
 
   const isBillingEnabled = getFlag('app_billing');
+  const isTeamsEnabled = getFlag('app_teams');
 
   return (
     <div className={cn('flex flex-col gap-y-2', className)} {...props}>
@@ -35,6 +36,21 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
         </Button>
       </Link>
 
+      {isTeamsEnabled && (
+        <Link href="/settings/teams">
+          <Button
+            variant="ghost"
+            className={cn(
+              'w-full justify-start',
+              pathname?.startsWith('/settings/teams') && 'bg-secondary',
+            )}
+          >
+            <Users className="mr-2 h-5 w-5" />
+            Teams
+          </Button>
+        </Link>
+      )}
+
       <Link href="/settings/security">
         <Button
           variant="ghost"

apps/web/src/components/(dashboard)/settings/layout/header.tsx

@@ -0,0 +1,25 @@
+import React from 'react';
+
+export type SettingsHeaderProps = {
+  title: string;
+  subtitle: string;
+  children?: React.ReactNode;
+};
+
+export const SettingsHeader = ({ children, title, subtitle }: SettingsHeaderProps) => {
+  return (
+    <>
+      <div className="flex flex-row items-center justify-between">
+        <div>
+          <h3 className="text-lg font-medium">{title}</h3>
+
+          <p className="text-muted-foreground text-sm md:mt-2">{subtitle}</p>
+        </div>
+
+        {children}
+      </div>
+
+      <hr className="my-4" />
+    </>
+  );
+};

apps/web/src/components/(dashboard)/settings/layout/mobile-nav.tsx

@@ -5,7 +5,7 @@ import type { HTMLAttributes } from 'react';
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 
-import { Braces, CreditCard, Lock, User } from 'lucide-react';
+import { Braces, CreditCard, Lock, User, Users } from 'lucide-react';
 
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { cn } from '@documenso/ui/lib/utils';
@@ -19,6 +19,7 @@ export const MobileNav = ({ className, ...props }: MobileNavProps) => {
   const { getFlag } = useFeatureFlags();
 
   const isBillingEnabled = getFlag('app_billing');
+  const isTeamsEnabled = getFlag('app_teams');
 
   return (
     <div
@@ -38,6 +39,21 @@ export const MobileNav = ({ className, ...props }: MobileNavProps) => {
         </Button>
       </Link>
 
+      {isTeamsEnabled && (
+        <Link href="/settings/teams">
+          <Button
+            variant="ghost"
+            className={cn(
+              'w-full justify-start',
+              pathname?.startsWith('/settings/teams') && 'bg-secondary',
+            )}
+          >
+            <Users className="mr-2 h-5 w-5" />
+            Teams
+          </Button>
+        </Link>
+      )}
+
       <Link href="/settings/security">
         <Button
           variant="ghost"

apps/web/src/components/(teams)/dialogs/add-team-email-dialog.tsx

@@ -0,0 +1,188 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { Plus } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import type { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateTeamEmailVerificationMutationSchema } from '@documenso/trpc/server/team-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type AddTeamEmailDialogProps = {
+  teamId: number;
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZCreateTeamEmailFormSchema = ZCreateTeamEmailVerificationMutationSchema.pick({
+  name: true,
+  email: true,
+});
+
+type TCreateTeamEmailFormSchema = z.infer<typeof ZCreateTeamEmailFormSchema>;
+
+export const AddTeamEmailDialog = ({ teamId, trigger, ...props }: AddTeamEmailDialogProps) => {
+  const router = useRouter();
+
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const form = useForm<TCreateTeamEmailFormSchema>({
+    resolver: zodResolver(ZCreateTeamEmailFormSchema),
+    defaultValues: {
+      name: '',
+      email: '',
+    },
+  });
+
+  const { mutateAsync: createTeamEmailVerification, isLoading } =
+    trpc.team.createTeamEmailVerification.useMutation();
+
+  const onFormSubmit = async ({ name, email }: TCreateTeamEmailFormSchema) => {
+    try {
+      await createTeamEmailVerification({
+        teamId,
+        name,
+        email,
+      });
+
+      toast({
+        title: 'Success',
+        description: 'We have sent a confirmation email for verification.',
+        duration: 5000,
+      });
+
+      router.refresh();
+
+      setOpen(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        form.setError('email', {
+          type: 'manual',
+          message: 'This email is already being used by another team.',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'An unknown error occurred',
+        variant: 'destructive',
+        description:
+          'We encountered an unknown error while attempting to add this email. Please try again later.',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
+        {trigger ?? (
+          <Button variant="outline" loading={isLoading} className="bg-background">
+            <Plus className="-ml-1 mr-1 h-5 w-5" />
+            Add email
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Add team email</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            A verification email will be sent to the provided email.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>Name</FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" placeholder="eg. Legal" {...field} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <FormField
+                control={form.control}
+                name="email"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>Email</FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        placeholder="example@example.com"
+                        {...field}
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  Cancel
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  Add
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/create-team-checkout-dialog.tsx

@@ -0,0 +1,178 @@
+import { useMemo, useState } from 'react';
+
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { AnimatePresence, motion } from 'framer-motion';
+import { Loader, TagIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type CreateTeamCheckoutDialogProps = {
+  pendingTeamId: number | null;
+  onClose: () => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const MotionCard = motion(Card);
+
+export const CreateTeamCheckoutDialog = ({
+  pendingTeamId,
+  onClose,
+  ...props
+}: CreateTeamCheckoutDialogProps) => {
+  const { toast } = useToast();
+
+  const [interval, setInterval] = useState<'monthly' | 'yearly'>('monthly');
+
+  const { data, isLoading } = trpc.team.getTeamPrices.useQuery();
+
+  const { mutateAsync: createCheckout, isLoading: isCreatingCheckout } =
+    trpc.team.createTeamPendingCheckout.useMutation({
+      onSuccess: (checkoutUrl) => {
+        window.open(checkoutUrl, '_blank');
+        onClose();
+      },
+      onError: () =>
+        toast({
+          title: 'Something went wrong',
+          description:
+            'We were unable to create a checkout session. Please try again, or contact support',
+          variant: 'destructive',
+        }),
+    });
+
+  const selectedPrice = useMemo(() => {
+    if (!data) {
+      return null;
+    }
+
+    return data[interval];
+  }, [data, interval]);
+
+  const handleOnOpenChange = (open: boolean) => {
+    if (pendingTeamId === null) {
+      return;
+    }
+
+    if (!open) {
+      onClose();
+    }
+  };
+
+  if (pendingTeamId === null) {
+    return null;
+  }
+
+  return (
+    <Dialog {...props} open={pendingTeamId !== null} onOpenChange={handleOnOpenChange}>
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Team checkout</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            Payment is required to finalise the creation of your team.
+          </DialogDescription>
+        </DialogHeader>
+
+        {(isLoading || !data) && (
+          <div className="flex h-20 items-center justify-center text-sm">
+            {isLoading ? (
+              <Loader className="text-documenso h-6 w-6 animate-spin" />
+            ) : (
+              <p>Something went wrong</p>
+            )}
+          </div>
+        )}
+
+        {data && selectedPrice && !isLoading && (
+          <div>
+            <Tabs
+              // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+              onValueChange={(value) => setInterval(value as 'monthly' | 'yearly')}
+              value={interval}
+              className="mb-4"
+            >
+              <TabsList className="w-full">
+                {[data.monthly, data.yearly].map((price) => (
+                  <TabsTrigger key={price.priceId} className="w-full" value={price.interval}>
+                    {price.friendlyInterval}
+                  </TabsTrigger>
+                ))}
+              </TabsList>
+            </Tabs>
+
+            <AnimatePresence mode="wait">
+              <MotionCard
+                key={selectedPrice.priceId}
+                initial={{ opacity: 0, y: 15 }}
+                animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                exit={{ opacity: 0, transition: { duration: 0.15 } }}
+              >
+                <CardContent className="flex h-full flex-col p-6">
+                  {selectedPrice.interval === 'monthly' ? (
+                    <div className="text-muted-foreground text-lg font-medium">
+                      $50 USD <span className="text-xs">per month</span>
+                    </div>
+                  ) : (
+                    <div className="text-muted-foreground flex items-center justify-between text-lg font-medium">
+                      <span>
+                        $480 USD <span className="text-xs">per year</span>
+                      </span>
+                      <div className="bg-primary text-primary-foreground ml-2 inline-flex flex-row items-center justify-center rounded px-2 py-1 text-xs">
+                        <TagIcon className="mr-1 h-4 w-4" />
+                        20% off
+                      </div>
+                    </div>
+                  )}
+
+                  <div className="text-muted-foreground mt-1.5 text-sm">
+                    <p>This price includes minimum 5 seats.</p>
+
+                    <p className="mt-1">
+                      Adding and removing seats will adjust your invoice accordingly.
+                    </p>
+                  </div>
+                </CardContent>
+              </MotionCard>
+            </AnimatePresence>
+
+            <DialogFooter className="mt-4">
+              <Button
+                type="button"
+                variant="secondary"
+                disabled={isCreatingCheckout}
+                onClick={() => onClose()}
+              >
+                Cancel
+              </Button>
+
+              <Button
+                type="submit"
+                disabled={selectedPrice.interval === 'yearly'}
+                loading={isCreatingCheckout}
+                onClick={async () =>
+                  createCheckout({
+                    interval: selectedPrice.interval,
+                    pendingTeamId,
+                  })
+                }
+              >
+                {selectedPrice.interval === 'monthly' ? 'Checkout' : 'Coming soon'}
+              </Button>
+            </DialogFooter>
+          </div>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/create-team-dialog.tsx

@@ -0,0 +1,223 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { useRouter, useSearchParams } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import type { z } from 'zod';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateTeamMutationSchema } from '@documenso/trpc/server/team-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type CreateTeamDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZCreateTeamFormSchema = ZCreateTeamMutationSchema.pick({
+  teamName: true,
+  teamUrl: true,
+});
+
+type TCreateTeamFormSchema = z.infer<typeof ZCreateTeamFormSchema>;
+
+export const CreateTeamDialog = ({ trigger, ...props }: CreateTeamDialogProps) => {
+  const { toast } = useToast();
+
+  const router = useRouter();
+  const searchParams = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const [open, setOpen] = useState(false);
+
+  const actionSearchParam = searchParams?.get('action');
+
+  const form = useForm({
+    resolver: zodResolver(ZCreateTeamFormSchema),
+    defaultValues: {
+      teamName: '',
+      teamUrl: '',
+    },
+  });
+
+  const { mutateAsync: createTeam } = trpc.team.createTeam.useMutation();
+
+  const onFormSubmit = async ({ teamName, teamUrl }: TCreateTeamFormSchema) => {
+    try {
+      const response = await createTeam({
+        teamName,
+        teamUrl,
+      });
+
+      setOpen(false);
+
+      if (response.paymentRequired) {
+        router.push(`/settings/teams?tab=pending&checkout=${response.pendingTeamId}`);
+        return;
+      }
+
+      toast({
+        title: 'Success',
+        description: 'Your team has been created.',
+        duration: 5000,
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        form.setError('teamUrl', {
+          type: 'manual',
+          message: 'This URL is already in use.',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'An unknown error occurred',
+        variant: 'destructive',
+        description:
+          'We encountered an unknown error while attempting to create a team. Please try again later.',
+      });
+    }
+  };
+
+  const mapTextToUrl = (text: string) => {
+    return text.toLowerCase().replace(/\s+/g, '-');
+  };
+
+  useEffect(() => {
+    if (actionSearchParam === 'add-team') {
+      setOpen(true);
+      updateSearchParams({ action: null });
+    }
+  }, [actionSearchParam, open, setOpen, updateSearchParams]);
+
+  useEffect(() => {
+    form.reset();
+  }, [open, form]);
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
+        {trigger ?? (
+          <Button className="flex-shrink-0" variant="secondary">
+            Create team
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Create team</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            Create a team to collaborate with your team members.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <FormField
+                control={form.control}
+                name="teamName"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>Team Name</FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        {...field}
+                        onChange={(event) => {
+                          const oldGeneratedUrl = mapTextToUrl(field.value);
+                          const newGeneratedUrl = mapTextToUrl(event.target.value);
+
+                          const urlField = form.getValues('teamUrl');
+                          if (urlField === oldGeneratedUrl) {
+                            form.setValue('teamUrl', newGeneratedUrl);
+                          }
+
+                          field.onChange(event);
+                        }}
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <FormField
+                control={form.control}
+                name="teamUrl"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>Team URL</FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" {...field} />
+                    </FormControl>
+                    {!form.formState.errors.teamUrl && (
+                      <span className="text-foreground/50 text-xs font-normal">
+                        {field.value
+                          ? `${WEBAPP_BASE_URL}/t/${field.value}`
+                          : 'A unique URL to identify your team'}
+                      </span>
+                    )}
+
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  Cancel
+                </Button>
+
+                <Button
+                  type="submit"
+                  data-testid="dialog-create-team-button"
+                  loading={form.formState.isSubmitting}
+                >
+                  Create Team
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/delete-team-dialog.tsx

@@ -0,0 +1,160 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import type { Toast } from '@documenso/ui/primitives/use-toast';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DeleteTeamDialogProps = {
+  teamId: number;
+  teamName: string;
+  trigger?: React.ReactNode;
+};
+
+export const DeleteTeamDialog = ({ trigger, teamId, teamName }: DeleteTeamDialogProps) => {
+  const router = useRouter();
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const deleteMessage = `delete ${teamName}`;
+
+  const ZDeleteTeamFormSchema = z.object({
+    teamName: z.literal(deleteMessage, {
+      errorMap: () => ({ message: `You must enter '${deleteMessage}' to proceed` }),
+    }),
+  });
+
+  const form = useForm({
+    resolver: zodResolver(ZDeleteTeamFormSchema),
+    defaultValues: {
+      teamName: '',
+    },
+  });
+
+  const { mutateAsync: deleteTeam } = trpc.team.deleteTeam.useMutation();
+
+  const onFormSubmit = async () => {
+    try {
+      await deleteTeam({ teamId });
+
+      toast({
+        title: 'Success',
+        description: 'Your team has been successfully deleted.',
+        duration: 5000,
+      });
+
+      setOpen(false);
+
+      router.push('/settings/teams');
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      let toastError: Toast = {
+        title: 'An unknown error occurred',
+        variant: 'destructive',
+        duration: 10000,
+        description:
+          'We encountered an unknown error while attempting to delete this team. Please try again later.',
+      };
+
+      if (error.code === 'resource_missing') {
+        toastError = {
+          title: 'Unable to delete team',
+          variant: 'destructive',
+          duration: 15000,
+          description:
+            'Something went wrong while updating the team billing subscription, please contact support.',
+        };
+      }
+
+      toast(toastError);
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? <Button variant="destructive">Delete team</Button>}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Delete team</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            Are you sure? This is irreversable.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <FormField
+                control={form.control}
+                name="teamName"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      Confirm by typing <span className="text-destructive">{deleteMessage}</span>
+                    </FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" {...field} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  Cancel
+                </Button>
+
+                <Button type="submit" variant="destructive" loading={form.formState.isSubmitting}>
+                  Delete
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/delete-team-member-dialog.tsx

@@ -0,0 +1,107 @@
+'use client';
+
+import { useState } from 'react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Alert } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DeleteTeamMemberDialogProps = {
+  teamId: number;
+  teamName: string;
+  teamMemberId: number;
+  teamMemberName: string;
+  teamMemberEmail: string;
+  trigger?: React.ReactNode;
+};
+
+export const DeleteTeamMemberDialog = ({
+  trigger,
+  teamId,
+  teamName,
+  teamMemberId,
+  teamMemberName,
+  teamMemberEmail,
+}: DeleteTeamMemberDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteTeamMembers, isLoading: isDeletingTeamMember } =
+    trpc.team.deleteTeamMembers.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'You have successfully removed this user from the team.',
+          duration: 5000,
+        });
+
+        setOpen(false);
+      },
+      onError: () => {
+        toast({
+          title: 'An unknown error occurred',
+          variant: 'destructive',
+          duration: 10000,
+          description:
+            'We encountered an unknown error while attempting to remove this user. Please try again later.',
+        });
+      },
+    });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isDeletingTeamMember && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? <Button variant="secondary">Delete team member</Button>}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Are you sure?</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            You are about to remove the following user from{' '}
+            <span className="font-semibold">{teamName}</span>.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="neutral" padding="tight">
+          <AvatarWithText
+            avatarClass="h-12 w-12"
+            avatarFallback={teamMemberName.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold">{teamMemberName}</span>}
+            secondaryText={teamMemberEmail}
+          />
+        </Alert>
+
+        <fieldset disabled={isDeletingTeamMember}>
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+              Cancel
+            </Button>
+
+            <Button
+              type="submit"
+              variant="destructive"
+              loading={isDeletingTeamMember}
+              onClick={async () => deleteTeamMembers({ teamId, teamMemberIds: [teamMemberId] })}
+            >
+              Delete
+            </Button>
+          </DialogFooter>
+        </fieldset>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/invite-team-member-dialog.tsx

@@ -0,0 +1,244 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { Mail, PlusCircle, Trash } from 'lucide-react';
+import { useFieldArray, useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { TEAM_MEMBER_ROLE_HIERARCHY, TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
+import { TeamMemberRole } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateTeamMemberInvitesMutationSchema } from '@documenso/trpc/server/team-router/schema';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type InviteTeamMembersDialogProps = {
+  currentUserTeamRole: TeamMemberRole;
+  teamId: number;
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZInviteTeamMembersFormSchema = z
+  .object({
+    invitations: ZCreateTeamMemberInvitesMutationSchema.shape.invitations,
+  })
+  .refine(
+    (schema) => {
+      const emails = schema.invitations.map((invitation) => invitation.email.toLowerCase());
+
+      return new Set(emails).size === emails.length;
+    },
+    // Dirty hack to handle errors when .root is populated for an array type
+    { message: 'Members must have unique emails', path: ['members__root'] },
+  );
+
+type TInviteTeamMembersFormSchema = z.infer<typeof ZInviteTeamMembersFormSchema>;
+
+export const InviteTeamMembersDialog = ({
+  currentUserTeamRole,
+  teamId,
+  trigger,
+  ...props
+}: InviteTeamMembersDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const form = useForm<TInviteTeamMembersFormSchema>({
+    resolver: zodResolver(ZInviteTeamMembersFormSchema),
+    defaultValues: {
+      invitations: [
+        {
+          email: '',
+          role: TeamMemberRole.MEMBER,
+        },
+      ],
+    },
+  });
+
+  const {
+    append: appendTeamMemberInvite,
+    fields: teamMemberInvites,
+    remove: removeTeamMemberInvite,
+  } = useFieldArray({
+    control: form.control,
+    name: 'invitations',
+  });
+
+  const { mutateAsync: createTeamMemberInvites } = trpc.team.createTeamMemberInvites.useMutation();
+
+  const onAddTeamMemberInvite = () => {
+    appendTeamMemberInvite({
+      email: '',
+      role: TeamMemberRole.MEMBER,
+    });
+  };
+
+  const onFormSubmit = async ({ invitations }: TInviteTeamMembersFormSchema) => {
+    try {
+      await createTeamMemberInvites({
+        teamId,
+        invitations,
+      });
+
+      toast({
+        title: 'Success',
+        description: 'Team invitations have been sent.',
+        duration: 5000,
+      });
+
+      setOpen(false);
+    } catch {
+      toast({
+        title: 'An unknown error occurred',
+        variant: 'destructive',
+        description:
+          'We encountered an unknown error while attempting to invite team members. Please try again later.',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? <Button variant="secondary">Invite member</Button>}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Invite team members</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            An email containing an invitation will be sent to each member.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              {teamMemberInvites.map((teamMemberInvite, index) => (
+                <div className="flex w-full flex-row space-x-4" key={teamMemberInvite.id}>
+                  <FormField
+                    control={form.control}
+                    name={`invitations.${index}.email`}
+                    render={({ field }) => (
+                      <FormItem className="w-full">
+                        {index === 0 && <FormLabel required>Email address</FormLabel>}
+                        <FormControl>
+                          <Input className="bg-background" {...field} />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`invitations.${index}.role`}
+                    render={({ field }) => (
+                      <FormItem className="w-full">
+                        {index === 0 && <FormLabel required>Role</FormLabel>}
+                        <FormControl>
+                          <Select {...field} onValueChange={field.onChange}>
+                            <SelectTrigger className="text-muted-foreground max-w-[200px]">
+                              <SelectValue />
+                            </SelectTrigger>
+
+                            <SelectContent position="popper">
+                              {TEAM_MEMBER_ROLE_HIERARCHY[currentUserTeamRole].map((role) => (
+                                <SelectItem key={role} value={role}>
+                                  {TEAM_MEMBER_ROLE_MAP[role] ?? role}
+                                </SelectItem>
+                              ))}
+                            </SelectContent>
+                          </Select>
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className={cn(
+                      'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                      index === 0 ? 'mt-8' : 'mt-0',
+                    )}
+                    disabled={teamMemberInvites.length === 1}
+                    onClick={() => removeTeamMemberInvite(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </div>
+              ))}
+
+              <Button
+                type="button"
+                size="sm"
+                variant="outline"
+                className="w-fit"
+                onClick={() => onAddTeamMemberInvite()}
+              >
+                <PlusCircle className="mr-2 h-4 w-4" />
+                Add more
+              </Button>
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  Cancel
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  {!form.formState.isSubmitting && <Mail className="mr-2 h-4 w-4" />}
+                  Invite
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/leave-team-dialog.tsx

@@ -0,0 +1,98 @@
+'use client';
+
+import { useState } from 'react';
+
+import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams';
+import type { TeamMemberRole } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type LeaveTeamDialogProps = {
+  teamId: number;
+  teamName: string;
+  role: TeamMemberRole;
+  trigger?: React.ReactNode;
+};
+
+export const LeaveTeamDialog = ({ trigger, teamId, teamName, role }: LeaveTeamDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const { mutateAsync: leaveTeam, isLoading: isLeavingTeam } = trpc.team.leaveTeam.useMutation({
+    onSuccess: () => {
+      toast({
+        title: 'Success',
+        description: 'You have successfully left this team.',
+        duration: 5000,
+      });
+
+      setOpen(false);
+    },
+    onError: () => {
+      toast({
+        title: 'An unknown error occurred',
+        variant: 'destructive',
+        duration: 10000,
+        description:
+          'We encountered an unknown error while attempting to leave this team. Please try again later.',
+      });
+    },
+  });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLeavingTeam && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? <Button variant="destructive">Leave team</Button>}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Are you sure?</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            You are about to leave the following team.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="neutral" padding="tight">
+          <AvatarWithText
+            avatarClass="h-12 w-12"
+            avatarFallback={teamName.slice(0, 1).toUpperCase()}
+            primaryText={teamName}
+            secondaryText={TEAM_MEMBER_ROLE_MAP[role]}
+          />
+        </Alert>
+
+        <fieldset disabled={isLeavingTeam}>
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+              Cancel
+            </Button>
+
+            <Button
+              type="submit"
+              variant="destructive"
+              loading={isLeavingTeam}
+              onClick={async () => leaveTeam({ teamId })}
+            >
+              Leave
+            </Button>
+          </DialogFooter>
+        </fieldset>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/transfer-team-dialog.tsx

@@ -0,0 +1,293 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Loader } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TransferTeamDialogProps = {
+  teamId: number;
+  teamName: string;
+  ownerUserId: number;
+  trigger?: React.ReactNode;
+};
+
+export const TransferTeamDialog = ({
+  trigger,
+  teamId,
+  teamName,
+  ownerUserId,
+}: TransferTeamDialogProps) => {
+  const router = useRouter();
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const { mutateAsync: requestTeamOwnershipTransfer } =
+    trpc.team.requestTeamOwnershipTransfer.useMutation();
+
+  const {
+    data,
+    refetch: refetchTeamMembers,
+    isLoading: loadingTeamMembers,
+    isLoadingError: loadingTeamMembersError,
+  } = trpc.team.getTeamMembers.useQuery({
+    teamId,
+  });
+
+  const confirmTransferMessage = `transfer ${teamName}`;
+
+  const ZTransferTeamFormSchema = z.object({
+    teamName: z.literal(confirmTransferMessage, {
+      errorMap: () => ({ message: `You must enter '${confirmTransferMessage}' to proceed` }),
+    }),
+    newOwnerUserId: z.string(),
+    clearPaymentMethods: z.boolean(),
+  });
+
+  const form = useForm<z.infer<typeof ZTransferTeamFormSchema>>({
+    resolver: zodResolver(ZTransferTeamFormSchema),
+    defaultValues: {
+      teamName: '',
+      clearPaymentMethods: false,
+    },
+  });
+
+  const onFormSubmit = async ({
+    newOwnerUserId,
+    clearPaymentMethods,
+  }: z.infer<typeof ZTransferTeamFormSchema>) => {
+    try {
+      await requestTeamOwnershipTransfer({
+        teamId,
+        newOwnerUserId: Number.parseInt(newOwnerUserId),
+        clearPaymentMethods,
+      });
+
+      router.refresh();
+
+      toast({
+        title: 'Success',
+        description: 'An email requesting the transfer of this team has been sent.',
+        duration: 5000,
+      });
+
+      setOpen(false);
+    } catch (err) {
+      toast({
+        title: 'An unknown error occurred',
+        variant: 'destructive',
+        duration: 10000,
+        description:
+          'We encountered an unknown error while attempting to request a transfer of this team. Please try again later.',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  useEffect(() => {
+    if (open && loadingTeamMembersError) {
+      void refetchTeamMembers();
+    }
+  }, [open, loadingTeamMembersError, refetchTeamMembers]);
+
+  const teamMembers = data
+    ? data.filter((teamMember) => teamMember.userId !== ownerUserId)
+    : undefined;
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="bg-background">
+            Transfer team
+          </Button>
+        )}
+      </DialogTrigger>
+
+      {teamMembers && teamMembers.length > 0 ? (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>Transfer team</DialogTitle>
+
+            <DialogDescription className="mt-4">
+              Transfer ownership of this team to a selected team member.
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onFormSubmit)}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="newOwnerUserId"
+                  render={({ field }) => (
+                    <FormItem className="w-full">
+                      <FormLabel required>New team owner</FormLabel>
+                      <FormControl>
+                        <Select {...field} onValueChange={field.onChange}>
+                          <SelectTrigger className="text-muted-foreground">
+                            <SelectValue />
+                          </SelectTrigger>
+
+                          <SelectContent position="popper">
+                            {teamMembers.map((teamMember) => (
+                              <SelectItem
+                                key={teamMember.userId}
+                                value={teamMember.userId.toString()}
+                              >
+                                {teamMember.user.name} ({teamMember.user.email})
+                              </SelectItem>
+                            ))}
+                          </SelectContent>
+                        </Select>
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={form.control}
+                  name="teamName"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>
+                        Confirm by typing{' '}
+                        <span className="text-destructive">{confirmTransferMessage}</span>
+                      </FormLabel>
+                      <FormControl>
+                        <Input className="bg-background" {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                {/* Temporary removed.  */}
+                {/* {IS_BILLING_ENABLED && (
+                  <FormField
+                    control={form.control}
+                    name="clearPaymentMethods"
+                    render={({ field }) => (
+                      <FormItem>
+                        <div className="flex flex-row items-center">
+                          <Checkbox
+                            id="clearPaymentMethods"
+                            className="h-5 w-5 rounded-full"
+                            checkClassName="dark:text-white text-primary"
+                            checked={field.value}
+                            onCheckedChange={field.onChange}
+                          />
+
+                          <label
+                            className="text-muted-foreground ml-2 text-sm"
+                            htmlFor="clearPaymentMethods"
+                          >
+                            Clear current payment methods
+                          </label>
+                        </div>
+                      </FormItem>
+                    )}
+                  />
+                )} */}
+
+                <Alert variant="neutral">
+                  <AlertDescription>
+                    <ul className="list-outside list-disc space-y-2 pl-4">
+                      {IS_BILLING_ENABLED && (
+                        // Temporary removed.
+                        // <li>
+                        //   {form.getValues('clearPaymentMethods')
+                        //     ? 'You will not be billed for any upcoming invoices'
+                        //     : 'We will continue to bill current payment methods if required'}
+                        // </li>
+
+                        <li>
+                          Any payment methods attached to this team will remain attached to this
+                          team. Please contact us if you need to update this information.
+                        </li>
+                      )}
+                      <li>
+                        The selected team member will receive an email which they must accept before
+                        the team is transferred
+                      </li>
+                    </ul>
+                  </AlertDescription>
+                </Alert>
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                    Cancel
+                  </Button>
+
+                  <Button type="submit" variant="destructive" loading={form.formState.isSubmitting}>
+                    Request transfer
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      ) : (
+        <DialogContent
+          position="center"
+          className="text-muted-foreground flex items-center justify-center py-16 text-sm"
+        >
+          {loadingTeamMembers ? (
+            <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
+          ) : (
+            <p className="text-center text-sm">
+              {loadingTeamMembersError
+                ? 'An error occurred while loading team members. Please try again later.'
+                : 'You must have at least one other team member to transfer ownership.'}
+            </p>
+          )}
+        </DialogContent>
+      )}
+    </Dialog>
+  );
+};

apps/web/src/components/(teams)/dialogs/update-team-email-dialog.tsx

@@ -0,0 +1,165 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TeamEmail } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type UpdateTeamEmailDialogProps = {
+  teamEmail: TeamEmail;
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZUpdateTeamEmailFormSchema = z.object({
+  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
+});
+
+type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
+
+export const UpdateTeamEmailDialog = ({
+  teamEmail,
+  trigger,
+  ...props
+}: UpdateTeamEmailDialogProps) => {
+  const router = useRouter();
+
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const form = useForm<TUpdateTeamEmailFormSchema>({
+    resolver: zodResolver(ZUpdateTeamEmailFormSchema),
+    defaultValues: {
+      name: teamEmail.name,
+    },
+  });
+
+  const { mutateAsync: updateTeamEmail } = trpc.team.updateTeamEmail.useMutation();
+
+  const onFormSubmit = async ({ name }: TUpdateTeamEmailFormSchema) => {
+    try {
+      await updateTeamEmail({
+        teamId: teamEmail.teamId,
+        data: {
+          name,
+        },
+      });
+
+      toast({
+        title: 'Success',
+        description: 'Team email was updated.',
+        duration: 5000,
+      });
+
+      router.refresh();
+
+      setOpen(false);
+    } catch (err) {
+      toast({
+        title: 'An unknown error occurred',
+        variant: 'destructive',
+        description:
+          'We encountered an unknown error while attempting update the team email. Please try again later.',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button variant="outline" className="bg-background">
+            Update team email
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Update team email</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            To change the email you must remove and add a new email address.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>Name</FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" placeholder="eg. Legal" {...field} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <FormItem>
+                <FormLabel required>Email</FormLabel>
+                <FormControl>
+                  <Input className="bg-background" value={teamEmail.email} disabled={true} />
+                </FormControl>
+              </FormItem>
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  Cancel
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  Update
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};