feat: add document distribution setting (#1437)

Add a document distribution setting which will allow us to further
configure how recipients currently receive documents.

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

@@ -12,6 +12,7 @@ import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
+import { DocumentDistributionMethod, DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentWithDetails } from '@documenso/prisma/types/document';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -177,8 +178,8 @@ export const EditDocumentForm = ({
       stepIndex: 3,
     },
     subject: {
-      title: msg`Add Subject`,
+      title: msg`Distribute Document`,
-      description: msg`Add the subject and message you wish to send to signers.`,
+      description: msg`Choose how the document will reach recipients`,
       stepIndex: 4,
     },
   };
@@ -307,7 +308,7 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message } = data.meta;
+    const { subject, message, distributionMethod, emailSettings } = data.meta;
 
     try {
       await sendDocument({
@@ -316,9 +317,12 @@ export const EditDocumentForm = ({
         meta: {
           subject,
           message,
+          distributionMethod,
+          emailSettings,
         },
       });
 
+      if (distributionMethod === DocumentDistributionMethod.EMAIL) {
         toast({
           title: _(msg`Document sent`),
           description: _(msg`Your document has been sent successfully.`),
@@ -326,6 +330,18 @@ export const EditDocumentForm = ({
         });
 
         router.push(documentRootPath);
+        return;
+      }
+
+      if (document.status === DocumentStatus.DRAFT) {
+        toast({
+          title: _(msg`Links Generated`),
+          description: _(msg`Signing links have been generated for this document.`),
+          duration: 5000,
+        });
+      } else {
+        router.push(`${documentRootPath}/${document.id}`);
+      }
     } catch (err) {
       console.error(err);
 

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

@@ -145,6 +145,7 @@ export const TemplatesDataTable = ({
               <UseTemplateDialog
                 templateId={row.original.id}
                 templateSigningOrder={row.original.templateMeta?.signingOrder}
+                documentDistributionMethod={row.original.templateMeta?.distributionMethod}
                 recipients={row.original.Recipient}
                 documentRootPath={documentRootPath}
               />

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

@@ -17,7 +17,7 @@ import {
 } from '@documenso/lib/constants/template';
 import { AppError } from '@documenso/lib/errors/app-error';
 import type { Recipient } from '@documenso/prisma/client';
-import { DocumentSigningOrder } from '@documenso/prisma/client';
+import { DocumentDistributionMethod, DocumentSigningOrder } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -49,7 +49,7 @@ import { useOptionalCurrentTeam } from '~/providers/team';
 
 const ZAddRecipientsForNewDocumentSchema = z
   .object({
-    sendDocument: z.boolean(),
+    distributeDocument: z.boolean(),
     recipients: z.array(
       z.object({
         id: z.number(),
@@ -93,12 +93,14 @@ export type UseTemplateDialogProps = {
   templateId: number;
   templateSigningOrder?: DocumentSigningOrder | null;
   recipients: Recipient[];
+  documentDistributionMethod?: DocumentDistributionMethod;
   documentRootPath: string;
   trigger?: React.ReactNode;
 };
 
 export function UseTemplateDialog({
   recipients,
+  documentDistributionMethod = DocumentDistributionMethod.EMAIL,
   documentRootPath,
   templateId,
   templateSigningOrder,
@@ -116,7 +118,7 @@ export function UseTemplateDialog({
   const form = useForm<TAddRecipientsForNewDocumentSchema>({
     resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
     defaultValues: {
-      sendDocument: false,
+      distributeDocument: false,
       recipients: recipients
         .sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
         .map((recipient) => {
@@ -147,7 +149,7 @@ export function UseTemplateDialog({
         templateId,
         teamId: team?.id,
         recipients: data.recipients,
-        sendDocument: data.sendDocument,
+        distributeDocument: data.distributeDocument,
       });
 
       toast({
@@ -156,7 +158,16 @@ export function UseTemplateDialog({
         duration: 5000,
       });
 
-      router.push(`${documentRootPath}/${id}`);
+      let documentPath = `${documentRootPath}/${id}`;
+
+      if (
+        data.distributeDocument &&
+        documentDistributionMethod === DocumentDistributionMethod.NONE
+      ) {
+        documentPath += '?action=view-signing-links';
+      }
+
+      router.push(documentPath);
     } catch (err) {
       const error = AppError.parseError(err);
 
@@ -295,21 +306,22 @@ export function UseTemplateDialog({
                 <div className="mt-4 flex flex-row items-center">
                   <FormField
                     control={form.control}
-                    name="sendDocument"
+                    name="distributeDocument"
                     render={({ field }) => (
                       <FormItem>
                         <div className="flex flex-row items-center">
                           <Checkbox
-                            id="sendDocument"
+                            id="distributeDocument"
                             className="h-5 w-5"
                             checkClassName="dark:text-white text-primary"
                             checked={field.value}
                             onCheckedChange={field.onChange}
                           />
 
+                          {documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
                             <label
                               className="text-muted-foreground ml-2 flex items-center text-sm"
-                            htmlFor="sendDocument"
+                              htmlFor="distributeDocument"
                             >
                               <Trans>Send document</Trans>
                               <Tooltip>
@@ -320,18 +332,50 @@ export function UseTemplateDialog({
                                 <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
                                   <p>
                                     <Trans>
-                                    {' '}
                                       The document will be immediately sent to recipients if this is
                                       checked.
                                     </Trans>
                                   </p>
 
                                   <p>
-                                  <Trans>Otherwise, the document will be created as a draft.</Trans>
+                                    <Trans>
+                                      Otherwise, the document will be created as a draft.
+                                    </Trans>
                                   </p>
                                 </TooltipContent>
                               </Tooltip>
                             </label>
+                          )}
+
+                          {documentDistributionMethod === DocumentDistributionMethod.NONE && (
+                            <label
+                              className="text-muted-foreground ml-2 flex items-center text-sm"
+                              htmlFor="distributeDocument"
+                            >
+                              <Trans>Create as pending</Trans>
+                              <Tooltip>
+                                <TooltipTrigger type="button">
+                                  <InfoIcon className="mx-1 h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                  <p>
+                                    <Trans>Create the document as pending and ready to sign.</Trans>
+                                  </p>
+
+                                  <p>
+                                    <Trans>We won't send anything to notify recipients.</Trans>
+                                  </p>
+
+                                  <p className="mt-2">
+                                    <Trans>
+                                      We will generate signing links for you, which you can send to
+                                      the recipients through your method of choice.
+                                    </Trans>
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
+                            </label>
+                          )}
                         </div>
                       </FormItem>
                     )}
@@ -347,10 +391,12 @@ export function UseTemplateDialog({
                 </DialogClose>
 
                 <Button type="submit" loading={form.formState.isSubmitting}>
-                  {form.getValues('sendDocument') ? (
+                  {!form.getValues('distributeDocument') ? (
+                    <Trans>Create as draft</Trans>
+                  ) : documentDistributionMethod === DocumentDistributionMethod.EMAIL ? (
                     <Trans>Create and send</Trans>
                   ) : (
-                    <Trans>Create as draft</Trans>
+                    <Trans>Create signing links</Trans>
                   )}
                 </Button>
               </DialogFooter>

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

@@ -106,7 +106,7 @@ test('[DOCUMENT_FLOW]: should be able to create a document', async ({ page }) =>
   await page.getByRole('button', { name: 'Continue' }).click();
 
   // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
   await page.getByRole('button', { name: 'Send' }).click();
 
   await page.waitForURL('/documents');
@@ -190,7 +190,7 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await page.getByRole('button', { name: 'Continue' }).click();
 
   // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
   await page.getByRole('button', { name: 'Send' }).click();
 
   await page.waitForURL('/documents');
@@ -287,7 +287,7 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await page.getByRole('button', { name: 'Continue' }).click();
 
   // Add subject and send
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
   await page.getByRole('button', { name: 'Send' }).click();
 
   await page.waitForURL('/documents');
@@ -566,7 +566,7 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
 
   await page.getByRole('button', { name: 'Continue' }).click();
 
-  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
   await page.getByRole('button', { name: 'Send' }).click();
 
   await page.waitForURL('/documents');

packages/lib/constants/document.ts

@@ -1,7 +1,7 @@
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/macro';
 
-import { DocumentStatus } from '@documenso/prisma/client';
+import { DocumentDistributionMethod, DocumentStatus } from '@documenso/prisma/client';
 
 export const DOCUMENT_STATUS: {
   [status in DocumentStatus]: { description: MessageDescriptor };
@@ -16,3 +16,19 @@ export const DOCUMENT_STATUS: {
     description: msg`Pending`,
   },
 };
+
+type DocumentDistributionMethodTypeData = {
+  value: DocumentDistributionMethod;
+  description: MessageDescriptor;
+};
+
+export const DOCUMENT_DISTRIBUTION_METHODS: Record<string, DocumentDistributionMethodTypeData> = {
+  [DocumentDistributionMethod.EMAIL]: {
+    value: DocumentDistributionMethod.EMAIL,
+    description: msg`Email`,
+  },
+  [DocumentDistributionMethod.NONE]: {
+    value: DocumentDistributionMethod.NONE,
+    description: msg`None`,
+  },
+} satisfies Record<DocumentDistributionMethod, DocumentDistributionMethodTypeData>;

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

@@ -21,6 +21,7 @@ import {
   RECIPIENT_ROLE_TO_EMAIL_TYPE,
 } from '../../../constants/recipient-roles';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../../types/document-audit-logs';
+import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
 import { ZRequestMetadataSchema } from '../../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../../utils/document-audit-logs';
 import { renderCustomEmailTemplate } from '../../../utils/render-custom-email-template';
@@ -81,6 +82,14 @@ export const SEND_SIGNING_EMAIL_JOB_DEFINITION = {
       return;
     }
 
+    const isRecipientSigningRequestEmailEnabled = extractDerivedDocumentEmailSettings(
+      document.documentMeta,
+    ).recipientSigningRequest;
+
+    if (!isRecipientSigningRequestEmailEnabled) {
+      return;
+    }
+
     const customEmail = document?.documentMeta;
     const isDirectTemplate = document.source === DocumentSource.TEMPLATE_DIRECT_LINK;
     const isTeamDocument = document.teamId !== null;

packages/lib/server-only/document-meta/upsert-document-meta.ts

@@ -7,9 +7,10 @@ import {
   diffDocumentMetaChanges,
 } from '@documenso/lib/utils/document-audit-logs';
 import { prisma } from '@documenso/prisma';
-import type { DocumentSigningOrder } from '@documenso/prisma/client';
+import type { DocumentDistributionMethod, DocumentSigningOrder } from '@documenso/prisma/client';
 
 import type { SupportedLanguageCodes } from '../../constants/i18n';
+import type { TDocumentEmailSettings } from '../../types/document-email';
 
 export type CreateDocumentMetaOptions = {
   documentId: number;
@@ -19,7 +20,9 @@ export type CreateDocumentMetaOptions = {
   password?: string;
   dateFormat?: string;
   redirectUrl?: string;
+  emailSettings?: TDocumentEmailSettings;
   signingOrder?: DocumentSigningOrder;
+  distributionMethod?: DocumentDistributionMethod;
   typedSignatureEnabled?: boolean;
   language?: SupportedLanguageCodes;
   userId: number;
@@ -36,6 +39,8 @@ export const upsertDocumentMeta = async ({
   userId,
   redirectUrl,
   signingOrder,
+  emailSettings,
+  distributionMethod,
   typedSignatureEnabled,
   language,
   requestMetadata,
@@ -88,6 +93,8 @@ export const upsertDocumentMeta = async ({
         documentId,
         redirectUrl,
         signingOrder,
+        emailSettings,
+        distributionMethod,
         typedSignatureEnabled,
         language,
       },
@@ -99,6 +106,8 @@ export const upsertDocumentMeta = async ({
         timezone,
         redirectUrl,
         signingOrder,
+        emailSettings,
+        distributionMethod,
         typedSignatureEnabled,
         language,
       },

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

@@ -14,6 +14,7 @@ import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { FROM_ADDRESS, FROM_NAME } from '../../constants/email';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
@@ -178,6 +179,14 @@ const handleDocumentOwnerDelete = async ({
     });
   });
 
+  const isDocumentDeleteEmailEnabled = extractDerivedDocumentEmailSettings(
+    document.documentMeta,
+  ).documentDeleted;
+
+  if (!isDocumentDeleteEmailEnabled) {
+    return deletedDocument;
+  }
+
   // Send cancellation emails to recipients.
   await Promise.all(
     document.Recipient.map(async (recipient) => {

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

@@ -19,6 +19,7 @@ import type { Prisma } from '@documenso/prisma/client';
 
 import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getDocumentWhereInput } from './get-document-by-id';
 
@@ -89,6 +90,14 @@ export const resendDocument = async ({
     throw new Error('Can not send completed document');
   }
 
+  const isRecipientSigningRequestEmailEnabled = extractDerivedDocumentEmailSettings(
+    document.documentMeta,
+  ).recipientSigningRequest;
+
+  if (!isRecipientSigningRequestEmailEnabled) {
+    return;
+  }
+
   await Promise.all(
     document.Recipient.map(async (recipient) => {
       if (recipient.role === RecipientRole.CC) {

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

@@ -10,6 +10,7 @@ import { DocumentSource } from '@documenso/prisma/client';
 import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getFile } from '../../universal/upload/get-file';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
@@ -66,8 +67,15 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
 
   const i18n = await getI18nInstance(document.documentMeta?.language);
 
-  // If the document owner is not a recipient then send the email to them separately
+  const isDocumentCompletedEmailEnabled = extractDerivedDocumentEmailSettings(
-  if (!document.Recipient.find((recipient) => recipient.email === owner.email)) {
+    document.documentMeta,
+  ).documentCompleted;
+
+  // If the document owner is not a recipient, OR recipient emails are disabled, then send the email to them separately.
+  if (
+    !document.Recipient.find((recipient) => recipient.email === owner.email) ||
+    !isDocumentCompletedEmailEnabled
+  ) {
     const template = createElement(DocumentCompletedEmailTemplate, {
       documentName: document.title,
       assetBaseUrl,
@@ -119,6 +127,10 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
     });
   }
 
+  if (!isDocumentCompletedEmailEnabled) {
+    return;
+  }
+
   await Promise.all(
     document.Recipient.map(async (recipient) => {
       const customEmailTemplate = {

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

@@ -8,6 +8,7 @@ import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 
 export interface SendDeleteEmailOptions {
@@ -22,6 +23,7 @@ export const sendDeleteEmail = async ({ documentId, reason }: SendDeleteEmailOpt
     },
     include: {
       User: true,
+      documentMeta: true,
     },
   });
 
@@ -29,6 +31,14 @@ export const sendDeleteEmail = async ({ documentId, reason }: SendDeleteEmailOpt
     throw new Error('Document not found');
   }
 
+  const isDocumentDeletedEmailEnabled = extractDerivedDocumentEmailSettings(
+    document.documentMeta,
+  ).documentDeleted;
+
+  if (!isDocumentDeletedEmailEnabled) {
+    return;
+  }
+
   const { email, name } = document.User;
 
   const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';

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

@@ -13,6 +13,7 @@ import {
 import { WebhookTriggerEvents } from '@documenso/prisma/client';
 
 import { jobs } from '../../jobs/client';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { getFile } from '../../universal/upload/get-file';
 import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
@@ -29,7 +30,7 @@ export const sendDocument = async ({
   documentId,
   userId,
   teamId,
-  sendEmail = true,
+  sendEmail,
   requestMetadata,
 }: SendDocumentOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -156,7 +157,14 @@ export const sendDocument = async ({
   //   throw new Error('Some signers have not been assigned a signature field.');
   // }
 
-  if (sendEmail) {
+  const isRecipientSigningRequestEmailEnabled = extractDerivedDocumentEmailSettings(
+    document.documentMeta,
+  ).recipientSigningRequest;
+
+  // Only send email if one of the following is true:
+  // - It is explicitly set
+  // - The email is enabled for signing requests AND sendEmail is undefined
+  if (sendEmail || (isRecipientSigningRequestEmailEnabled && sendEmail === undefined)) {
     await Promise.all(
       recipientsToNotify.map(async (recipient) => {
         if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {

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

@@ -8,6 +8,7 @@ import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 
 export interface SendPendingEmailOptions {
@@ -43,6 +44,14 @@ export const sendPendingEmail = async ({ documentId, recipientId }: SendPendingE
     throw new Error('Document has no recipients');
   }
 
+  const isDocumentPendingEmailEnabled = extractDerivedDocumentEmailSettings(
+    document.documentMeta,
+  ).documentPending;
+
+  if (!isDocumentPendingEmailEnabled) {
+    return;
+  }
+
   const [recipient] = document.Recipient;
 
   const { email, name } = recipient;

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

@@ -13,6 +13,7 @@ import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { FROM_ADDRESS, FROM_NAME } from '../../constants/email';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
@@ -40,8 +41,16 @@ export const superDeleteDocument = async ({ id, requestMetadata }: SuperDeleteDo
 
   const { status, User: user } = document;
 
+  const isDocumentDeletedEmailEnabled = extractDerivedDocumentEmailSettings(
+    document.documentMeta,
+  ).documentDeleted;
+
   // if the document is pending, send cancellation emails to all recipients
-  if (status === DocumentStatus.PENDING && document.Recipient.length > 0) {
+  if (
+    status === DocumentStatus.PENDING &&
+    document.Recipient.length > 0 &&
+    isDocumentDeletedEmailEnabled
+  ) {
     await Promise.all(
       document.Recipient.map(async (recipient) => {
         if (recipient.sendStatus !== SendStatus.SENT) {

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

@@ -26,6 +26,7 @@ import { getI18nInstance } from '../../client-only/providers/i18n.server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { FROM_ADDRESS, FROM_NAME } from '../../constants/email';
 import { AppError, AppErrorCode } from '../../errors/app-error';
+import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { canRecipientBeModified } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 
@@ -280,10 +281,14 @@ export const setRecipientsForDocument = async ({
       });
     });
 
+    const isRecipientRemovedEmailEnabled = extractDerivedDocumentEmailSettings(
+      document.documentMeta,
+    ).recipientRemoved;
+
     // Send emails to deleted recipients.
     await Promise.all(
       removedRecipients.map(async (recipient) => {
-        if (recipient.sendStatus !== SendStatus.SENT) {
+        if (recipient.sendStatus !== SendStatus.SENT || !isRecipientRemovedEmailEnabled) {
           return;
         }
 

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

@@ -275,6 +275,7 @@ export const createDocumentFromDirectTemplate = async ({
             subject: metaEmailSubject,
             language: metaLanguage,
             signingOrder: metaSigningOrder,
+            distributionMethod: template.templateMeta?.distributionMethod,
           },
         },
       },

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

@@ -1,5 +1,6 @@
 import { nanoid } from '@documenso/lib/universal/id';
 import { prisma } from '@documenso/prisma';
+import type { DocumentDistributionMethod } from '@documenso/prisma/client';
 import {
   DocumentSigningOrder,
   DocumentSource,
@@ -62,6 +63,7 @@ export type CreateDocumentFromTemplateOptions = {
     redirectUrl?: string;
     signingOrder?: DocumentSigningOrder;
     language?: SupportedLanguageCodes;
+    distributionMethod?: DocumentDistributionMethod;
   };
   requestMetadata?: RequestMetadata;
 };
@@ -177,6 +179,9 @@ export const createDocumentFromTemplate = async ({
             password: override?.password || template.templateMeta?.password,
             dateFormat: override?.dateFormat || template.templateMeta?.dateFormat,
             redirectUrl: override?.redirectUrl || template.templateMeta?.redirectUrl,
+            distributionMethod:
+              override?.distributionMethod || template.templateMeta?.distributionMethod,
+            emailSettings: template.templateMeta?.emailSettings || undefined,
             signingOrder:
               override?.signingOrder ||
               template.templateMeta?.signingOrder ||

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

@@ -60,7 +60,10 @@ export const duplicateTemplate = async ({
 
   if (template.templateMeta) {
     templateMeta = {
-      create: omit(template.templateMeta, ['id', 'templateId']),
+      create: {
+        ...omit(template.templateMeta, ['id', 'templateId']),
+        emailSettings: template.templateMeta.emailSettings || undefined,
+      },
     };
   }
 

packages/lib/server-only/template/find-templates.ts

@@ -54,6 +54,7 @@ export const findTemplates = async ({
         templateMeta: {
           select: {
             signingOrder: true,
+            distributionMethod: true,
           },
         },
         directLink: {

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

@@ -112,9 +112,11 @@ export const updateTemplateSettings = async ({
           },
           create: {
             ...meta,
+            emailSettings: meta?.emailSettings || undefined,
           },
           update: {
             ...meta,
+            emailSettings: meta?.emailSettings || undefined,
           },
         },
       },

packages/lib/types/document-email.ts

@@ -0,0 +1,52 @@
+import { z } from 'zod';
+
+import type { DocumentMeta } from '@documenso/prisma/client';
+import { DocumentDistributionMethod } from '@documenso/prisma/client';
+
+export enum DocumentEmailEvents {
+  RecipientSigningRequest = 'recipientSigningRequest',
+  RecipientRemoved = 'recipientRemoved',
+  DocumentPending = 'documentPending',
+  DocumentCompleted = 'documentCompleted',
+  DocumentDeleted = 'documentDeleted',
+}
+
+export const ZDocumentEmailSettingsSchema = z
+  .object({
+    recipientSigningRequest: z.boolean().default(true),
+    recipientRemoved: z.boolean().default(true),
+    documentPending: z.boolean().default(true),
+    documentCompleted: z.boolean().default(true),
+    documentDeleted: z.boolean().default(true),
+  })
+  .strip()
+  .catch(() => ({
+    recipientSigningRequest: true,
+    recipientRemoved: true,
+    documentPending: true,
+    documentCompleted: true,
+    documentDeleted: true,
+  }));
+
+export type TDocumentEmailSettings = z.infer<typeof ZDocumentEmailSettingsSchema>;
+
+export const extractDerivedDocumentEmailSettings = (
+  documentMeta?: DocumentMeta | null,
+): TDocumentEmailSettings => {
+  const emailSettings = ZDocumentEmailSettingsSchema.parse(documentMeta?.emailSettings ?? {});
+
+  if (
+    !documentMeta?.distributionMethod ||
+    documentMeta?.distributionMethod === DocumentDistributionMethod.EMAIL
+  ) {
+    return emailSettings;
+  }
+
+  return {
+    recipientSigningRequest: false,
+    recipientRemoved: false,
+    documentPending: false,
+    documentCompleted: false,
+    documentDeleted: false,
+  };
+};

packages/prisma/migrations/20241107095908_add_document_email_setting/migration.sql

@@ -0,0 +1,10 @@
+-- CreateEnum
+CREATE TYPE "DocumentDistributionMethod" AS ENUM ('EMAIL', 'NONE');
+
+-- AlterTable
+ALTER TABLE "DocumentMeta" ADD COLUMN     "distributionMethod" "DocumentDistributionMethod" NOT NULL DEFAULT 'EMAIL',
+ADD COLUMN     "emailSettings" JSONB;
+
+-- AlterTable
+ALTER TABLE "TemplateMeta" ADD COLUMN     "distributionMethod" "DocumentDistributionMethod" NOT NULL DEFAULT 'EMAIL',
+ADD COLUMN     "emailSettings" JSONB;

packages/prisma/schema.prisma

@@ -358,6 +358,11 @@ model DocumentData {
   Template    Template?
 }
 
+enum DocumentDistributionMethod {
+  EMAIL
+  NONE
+}
+
 model DocumentMeta {
   id                    String                     @id @default(cuid())
   subject               String?
@@ -371,6 +376,8 @@ model DocumentMeta {
   signingOrder          DocumentSigningOrder       @default(PARALLEL)
   typedSignatureEnabled Boolean                    @default(false)
   language              String                     @default("en")
+  distributionMethod    DocumentDistributionMethod @default(EMAIL)
+  emailSettings         Json?
 }
 
 enum ReadStatus {
@@ -614,6 +621,8 @@ model TemplateMeta {
   template           Template                   @relation(fields: [templateId], references: [id], onDelete: Cascade)
   redirectUrl        String?
   language           String                     @default("en")
+  distributionMethod DocumentDistributionMethod @default(EMAIL)
+  emailSettings      Json?
 }
 
 model Template {

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

@@ -413,7 +413,15 @@ export const documentRouter = router({
       try {
         const { documentId, teamId, meta } = input;
 
-        if (meta.message || meta.subject || meta.timezone || meta.dateFormat || meta.redirectUrl) {
+        if (
+          meta.message ||
+          meta.subject ||
+          meta.timezone ||
+          meta.dateFormat ||
+          meta.redirectUrl ||
+          meta.distributionMethod ||
+          meta.emailSettings
+        ) {
           await upsertDocumentMeta({
             documentId,
             subject: meta.subject,
@@ -421,7 +429,9 @@ export const documentRouter = router({
             dateFormat: meta.dateFormat,
             timezone: meta.timezone,
             redirectUrl: meta.redirectUrl,
+            distributionMethod: meta.distributionMethod,
             userId: ctx.user.id,
+            emailSettings: meta.emailSettings,
             requestMetadata: extractNextApiRequestMetadata(ctx.req),
           });
         }

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

@@ -5,9 +5,11 @@ import {
   ZDocumentAccessAuthTypesSchema,
   ZDocumentActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
 import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
 import {
+  DocumentDistributionMethod,
   DocumentSigningOrder,
   DocumentSource,
   DocumentStatus,
@@ -155,6 +157,7 @@ export const ZSendDocumentMutationSchema = z.object({
     message: z.string(),
     timezone: z.string().optional(),
     dateFormat: z.string().optional(),
+    distributionMethod: z.nativeEnum(DocumentDistributionMethod).optional(),
     redirectUrl: z
       .string()
       .optional()
@@ -162,6 +165,7 @@ export const ZSendDocumentMutationSchema = z.object({
         message:
           'Please enter a valid URL, make sure you include http:// or https:// part of the url.',
       }),
+    emailSettings: ZDocumentEmailSettingsSchema.optional(),
   }),
 });
 

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

@@ -120,7 +120,7 @@ export const templateRouter = router({
           requestMetadata,
         });
 
-        if (input.sendDocument) {
+        if (input.distributeDocument) {
           document = await sendDocument({
             documentId: document.id,
             userId: ctx.user.id,

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

@@ -5,9 +5,14 @@ import {
   ZDocumentAccessAuthTypesSchema,
   ZDocumentActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
 import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
-import { DocumentSigningOrder, TemplateType } from '@documenso/prisma/client';
+import {
+  DocumentDistributionMethod,
+  DocumentSigningOrder,
+  TemplateType,
+} from '@documenso/prisma/client';
 
 import { ZSignFieldWithTokenMutationSchema } from '../field-router/schema';
 
@@ -41,7 +46,7 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
       const emails = recipients.map((signer) => signer.email);
       return new Set(emails).size === emails.length;
     }, 'Recipients must have unique emails'),
-  sendDocument: z.boolean().optional(),
+  distributeDocument: z.boolean().optional(),
 });
 
 export const ZDuplicateTemplateMutationSchema = z.object({
@@ -99,6 +104,8 @@ export const ZUpdateTemplateSettingsMutationSchema = z.object({
       message: z.string(),
       timezone: z.string(),
       dateFormat: z.string(),
+      distributionMethod: z.nativeEnum(DocumentDistributionMethod),
+      emailSettings: ZDocumentEmailSettingsSchema,
       redirectUrl: z
         .string()
         .optional()

packages/ui/components/document/document-email-checkboxes.tsx

@@ -0,0 +1,222 @@
+import { Trans } from '@lingui/macro';
+import { InfoIcon } from 'lucide-react';
+
+import { DocumentEmailEvents } from '@documenso/lib/types/document-email';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+
+import { cn } from '../../lib/utils';
+import { Checkbox } from '../../primitives/checkbox';
+
+type Value = Record<DocumentEmailEvents, boolean>;
+
+type DocumentEmailCheckboxesProps = {
+  value: Value;
+  onChange: (value: Value) => void;
+  className?: string;
+};
+
+export const DocumentEmailCheckboxes = ({
+  value,
+  onChange,
+  className,
+}: DocumentEmailCheckboxesProps) => {
+  return (
+    <div className={cn('space-y-3', className)}>
+      <div className="flex flex-row items-center">
+        <Checkbox
+          id={DocumentEmailEvents.RecipientSigningRequest}
+          className="h-5 w-5"
+          checkClassName="dark:text-white text-primary"
+          checked={value.recipientSigningRequest}
+          onCheckedChange={(checked) =>
+            onChange({ ...value, [DocumentEmailEvents.RecipientSigningRequest]: Boolean(checked) })
+          }
+        />
+
+        <label
+          className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
+          htmlFor={DocumentEmailEvents.RecipientSigningRequest}
+        >
+          <Trans>Send recipient signing request email</Trans>
+
+          <Tooltip>
+            <TooltipTrigger>
+              <InfoIcon className="mx-2 h-4 w-4" />
+            </TooltipTrigger>
+
+            <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+              <h2>
+                <strong>
+                  <Trans>Recipient signing request email</Trans>
+                </strong>
+              </h2>
+
+              <p>
+                <Trans>
+                  This email is sent to the recipient requesting them to sign the document.
+                </Trans>
+              </p>
+            </TooltipContent>
+          </Tooltip>
+        </label>
+      </div>
+
+      <div className="flex flex-row items-center">
+        <Checkbox
+          id={DocumentEmailEvents.RecipientRemoved}
+          className="h-5 w-5"
+          checkClassName="dark:text-white text-primary"
+          checked={value.recipientRemoved}
+          onCheckedChange={(checked) =>
+            onChange({ ...value, [DocumentEmailEvents.RecipientRemoved]: Boolean(checked) })
+          }
+        />
+
+        <label
+          className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
+          htmlFor={DocumentEmailEvents.RecipientRemoved}
+        >
+          <Trans>Send recipient removed email</Trans>
+
+          <Tooltip>
+            <TooltipTrigger>
+              <InfoIcon className="mx-2 h-4 w-4" />
+            </TooltipTrigger>
+
+            <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+              <h2>
+                <strong>
+                  <Trans>Recipient removed email</Trans>
+                </strong>
+              </h2>
+
+              <p>
+                <Trans>
+                  This email is sent to the recipient if they are removed from a pending document.
+                </Trans>
+              </p>
+            </TooltipContent>
+          </Tooltip>
+        </label>
+      </div>
+
+      <div className="flex flex-row items-center">
+        <Checkbox
+          id={DocumentEmailEvents.DocumentPending}
+          className="h-5 w-5"
+          checkClassName="dark:text-white text-primary"
+          checked={value.documentPending}
+          onCheckedChange={(checked) =>
+            onChange({ ...value, [DocumentEmailEvents.DocumentPending]: Boolean(checked) })
+          }
+        />
+
+        <label
+          className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
+          htmlFor={DocumentEmailEvents.DocumentPending}
+        >
+          <Trans>Send document pending email</Trans>
+
+          <Tooltip>
+            <TooltipTrigger>
+              <InfoIcon className="mx-2 h-4 w-4" />
+            </TooltipTrigger>
+
+            <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+              <h2>
+                <strong>
+                  <Trans>Document pending email</Trans>
+                </strong>
+              </h2>
+
+              <p>
+                <Trans>
+                  This email will be sent to the recipient who has just signed the document, if
+                  there are still other recipients who have not signed yet.
+                </Trans>
+              </p>
+            </TooltipContent>
+          </Tooltip>
+        </label>
+      </div>
+
+      <div className="flex flex-row items-center">
+        <Checkbox
+          id={DocumentEmailEvents.DocumentCompleted}
+          className="h-5 w-5"
+          checkClassName="dark:text-white text-primary"
+          checked={value.documentCompleted}
+          onCheckedChange={(checked) =>
+            onChange({ ...value, [DocumentEmailEvents.DocumentCompleted]: Boolean(checked) })
+          }
+        />
+
+        <label
+          className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
+          htmlFor={DocumentEmailEvents.DocumentCompleted}
+        >
+          <Trans>Send document completed email</Trans>
+
+          <Tooltip>
+            <TooltipTrigger>
+              <InfoIcon className="mx-2 h-4 w-4" />
+            </TooltipTrigger>
+
+            <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+              <h2>
+                <strong>
+                  <Trans>Document completed email</Trans>
+                </strong>
+              </h2>
+
+              <p>
+                <Trans>
+                  This will be sent to all recipients once the document has been fully completed.
+                </Trans>
+              </p>
+            </TooltipContent>
+          </Tooltip>
+        </label>
+      </div>
+
+      <div className="flex flex-row items-center">
+        <Checkbox
+          id={DocumentEmailEvents.DocumentDeleted}
+          className="h-5 w-5"
+          checkClassName="dark:text-white text-primary"
+          checked={value.documentDeleted}
+          onCheckedChange={(checked) =>
+            onChange({ ...value, [DocumentEmailEvents.DocumentDeleted]: Boolean(checked) })
+          }
+        />
+
+        <label
+          className="text-muted-foreground ml-2 flex flex-row items-center text-sm"
+          htmlFor={DocumentEmailEvents.DocumentDeleted}
+        >
+          <Trans>Send document deleted email</Trans>
+
+          <Tooltip>
+            <TooltipTrigger>
+              <InfoIcon className="mx-2 h-4 w-4" />
+            </TooltipTrigger>
+
+            <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+              <h2>
+                <strong>
+                  <Trans>Document deleted email</Trans>
+                </strong>
+              </h2>
+
+              <p>
+                <Trans>
+                  This will be sent to all recipients if a pending document has been deleted.
+                </Trans>
+              </p>
+            </TooltipContent>
+          </Tooltip>
+        </label>
+      </div>
+    </div>
+  );
+};

packages/ui/primitives/document-flow/add-subject.tsx

@@ -2,18 +2,32 @@
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
+import { AnimatePresence, motion } from 'framer-motion';
 import { useForm } from 'react-hook-form';
 
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { formatSigningLink } from '@documenso/lib/utils/recipients';
 import type { Field, Recipient } from '@documenso/prisma/client';
-import { DocumentStatus } from '@documenso/prisma/client';
+import {
+  DocumentDistributionMethod,
+  DocumentStatus,
+  RecipientRole,
+} from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 
+import { CopyTextButton } from '../../components/common/copy-text-button';
+import { DocumentEmailCheckboxes } from '../../components/document/document-email-checkboxes';
+import { AvatarWithText } from '../avatar';
 import { FormErrorMessage } from '../form/form-error-message';
 import { Input } from '../input';
 import { Label } from '../label';
 import { useStep } from '../stepper';
 import { Textarea } from '../textarea';
+import { toast } from '../use-toast';
 import { type TAddSubjectFormSchema, ZAddSubjectFormSchema } from './add-subject.types';
 import {
   DocumentFlowFormContainerActions,
@@ -42,20 +56,45 @@ export const AddSubjectFormPartial = ({
   onSubmit,
   isDocumentPdfLoaded,
 }: AddSubjectFormProps) => {
+  const { _ } = useLingui();
+
   const {
     register,
     handleSubmit,
+    setValue,
+    watch,
     formState: { errors, isSubmitting },
   } = useForm<TAddSubjectFormSchema>({
     defaultValues: {
       meta: {
         subject: document.documentMeta?.subject ?? '',
         message: document.documentMeta?.message ?? '',
+        distributionMethod:
+          document.documentMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
+        emailSettings: ZDocumentEmailSettingsSchema.parse(document?.documentMeta?.emailSettings),
       },
     },
     resolver: zodResolver(ZAddSubjectFormSchema),
   });
 
+  const GoNextLabel = {
+    [DocumentDistributionMethod.EMAIL]: {
+      [DocumentStatus.DRAFT]: msg`Send`,
+      [DocumentStatus.PENDING]: recipients.some((recipient) => recipient.sendStatus === 'SENT')
+        ? msg`Resend`
+        : msg`Send`,
+      [DocumentStatus.COMPLETED]: msg`Update`,
+    },
+    [DocumentDistributionMethod.NONE]: {
+      [DocumentStatus.DRAFT]: msg`Generate Links`,
+      [DocumentStatus.PENDING]: msg`View Document`,
+      [DocumentStatus.COMPLETED]: msg`View Document`,
+    },
+  };
+
+  const distributionMethod = watch('meta.distributionMethod');
+  const emailSettings = watch('meta.emailSettings');
+
   const onFormSubmit = handleSubmit(onSubmit);
   const { currentStep, totalSteps, previousStep } = useStep();
 
@@ -72,7 +111,33 @@ export const AddSubjectFormPartial = ({
               <ShowFieldItem key={index} field={field} recipients={recipients} />
             ))}
 
-          <div className="flex flex-col gap-y-4">
+          <Tabs
+            onValueChange={(value) =>
+              // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+              setValue('meta.distributionMethod', value as DocumentDistributionMethod)
+            }
+            value={distributionMethod}
+            className="mb-2"
+          >
+            <TabsList className="w-full">
+              <TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
+                Email
+              </TabsTrigger>
+              <TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
+                None
+              </TabsTrigger>
+            </TabsList>
+          </Tabs>
+
+          <AnimatePresence mode="wait">
+            {distributionMethod === DocumentDistributionMethod.EMAIL && (
+              <motion.div
+                key={'Emails'}
+                initial={{ opacity: 0, y: 15 }}
+                animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                className="flex flex-col gap-y-4 rounded-lg border p-4"
+              >
                 <div>
                   <Label htmlFor="subject">
                     <Trans>
@@ -106,12 +171,98 @@ export const AddSubjectFormPartial = ({
 
                   <FormErrorMessage
                     className="mt-2"
-                error={typeof errors.meta?.message !== 'string' ? errors.meta?.message : undefined}
+                    error={
+                      typeof errors.meta?.message !== 'string' ? errors.meta?.message : undefined
+                    }
                   />
                 </div>
 
                 <DocumentSendEmailMessageHelper />
+
+                <DocumentEmailCheckboxes
+                  className="mt-2"
+                  value={emailSettings}
+                  onChange={(value) => setValue('meta.emailSettings', value)}
+                />
+              </motion.div>
+            )}
+
+            {distributionMethod === DocumentDistributionMethod.NONE && (
+              <motion.div
+                key={'Links'}
+                initial={{ opacity: 0, y: 15 }}
+                animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                className="rounded-lg border"
+              >
+                {document.status === DocumentStatus.DRAFT ? (
+                  <div className="text-muted-foreground py-16 text-center text-sm">
+                    <p>
+                      <Trans>We won't send anything to notify recipients.</Trans>
+                    </p>
+
+                    <p className="mt-2">
+                      <Trans>
+                        We will generate signing links for with you, which you can send to the
+                        recipients through your method of choice.
+                      </Trans>
+                    </p>
                   </div>
+                ) : (
+                  <ul className="text-muted-foreground divide-y">
+                    {recipients.length === 0 && (
+                      <li className="flex flex-col items-center justify-center py-6 text-sm">
+                        <Trans>No recipients</Trans>
+                      </li>
+                    )}
+
+                    {recipients.map((recipient) => (
+                      <li
+                        key={recipient.id}
+                        className="flex items-center justify-between px-4 py-3 text-sm"
+                      >
+                        <AvatarWithText
+                          avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
+                          primaryText={
+                            <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                          }
+                          secondaryText={
+                            <p className="text-muted-foreground/70 text-xs">
+                              {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
+                            </p>
+                          }
+                        />
+
+                        {recipient.role !== RecipientRole.CC && (
+                          <CopyTextButton
+                            value={formatSigningLink(recipient.token)}
+                            onCopySuccess={() => {
+                              toast({
+                                title: _(msg`Copied to clipboard`),
+                                description: _(
+                                  msg`The signing link has been copied to your clipboard.`,
+                                ),
+                              });
+                            }}
+                            badgeContentUncopied={
+                              <p className="ml-1 text-xs">
+                                <Trans>Copy</Trans>
+                              </p>
+                            }
+                            badgeContentCopied={
+                              <p className="ml-1 text-xs">
+                                <Trans>Copied</Trans>
+                              </p>
+                            }
+                          />
+                        )}
+                      </li>
+                    ))}
+                  </ul>
+                )}
+              </motion.div>
+            )}
+          </AnimatePresence>
         </div>
       </DocumentFlowFormContainerContent>
 
@@ -121,7 +272,7 @@ export const AddSubjectFormPartial = ({
         <DocumentFlowFormContainerActions
           loading={isSubmitting}
           disabled={isSubmitting}
-          goNextLabel={document.status === DocumentStatus.DRAFT ? msg`Send` : msg`Update`}
+          goNextLabel={GoNextLabel[distributionMethod][document.status]}
           onGoBackClick={previousStep}
           onGoNextClick={() => void onFormSubmit()}
         />

packages/ui/primitives/document-flow/add-subject.types.ts

@@ -1,9 +1,18 @@
 import { z } from 'zod';
 
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+
+import { DocumentDistributionMethod } from '.prisma/client';
+
 export const ZAddSubjectFormSchema = z.object({
   meta: z.object({
     subject: z.string(),
     message: z.string(),
+    distributionMethod: z
+      .nativeEnum(DocumentDistributionMethod)
+      .optional()
+      .default(DocumentDistributionMethod.EMAIL),
+    emailSettings: ZDocumentEmailSettingsSchema,
   }),
 });
 

packages/ui/primitives/template-flow/add-template-settings.tsx

@@ -4,14 +4,17 @@ import { useEffect } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
 import { InfoIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 
 import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { DOCUMENT_DISTRIBUTION_METHODS } from '@documenso/lib/constants/document';
 import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-import { type Field, type Recipient } from '@documenso/prisma/client';
+import { DocumentDistributionMethod, type Field, type Recipient } from '@documenso/prisma/client';
 import type { TemplateWithData } from '@documenso/prisma/types/template';
 import {
   DocumentGlobalAuthAccessSelect,
@@ -37,6 +40,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 
+import { DocumentEmailCheckboxes } from '../../components/document/document-email-checkboxes';
 import { Combobox } from '../combobox';
 import {
   DocumentFlowFormContainerActions,
@@ -74,6 +78,8 @@ export const AddTemplateSettingsFormPartial = ({
   template,
   onSubmit,
 }: AddTemplateSettingsFormProps) => {
+  const { _ } = useLingui();
+
   const { documentAuthOption } = extractDocumentAuthMethods({
     documentAuth: template.authOptions,
   });
@@ -90,14 +96,20 @@ export const AddTemplateSettingsFormPartial = ({
         message: template.templateMeta?.message ?? '',
         timezone: template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
         dateFormat: template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
+        distributionMethod:
+          template.templateMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
         redirectUrl: template.templateMeta?.redirectUrl ?? '',
         language: template.templateMeta?.language ?? 'en',
+        emailSettings: ZDocumentEmailSettingsSchema.parse(template?.templateMeta?.emailSettings),
       },
     },
   });
 
   const { stepIndex, currentStep, totalSteps, previousStep } = useStep();
 
+  const distributionMethod = form.watch('meta.distributionMethod');
+  const emailSettings = form.watch('meta.emailSettings');
+
   // We almost always want to set the timezone to the user's local timezone to avoid confusion
   // when the document is signed.
   useEffect(() => {
@@ -198,6 +210,77 @@ export const AddTemplateSettingsFormPartial = ({
               )}
             />
 
+            <FormField
+              control={form.control}
+              name="meta.distributionMethod"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel className="flex flex-row items-center">
+                    <Trans>Document Distribution Method</Trans>
+                    <Tooltip>
+                      <TooltipTrigger>
+                        <InfoIcon className="mx-2 h-4 w-4" />
+                      </TooltipTrigger>
+
+                      <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+                        <h2>
+                          <strong>
+                            <Trans>Document Distribution Method</Trans>
+                          </strong>
+                        </h2>
+
+                        <p>
+                          <Trans>
+                            This is how the document will reach the recipients once the document is
+                            ready for signing.
+                          </Trans>
+                        </p>
+
+                        <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
+                          <li>
+                            <Trans>
+                              <strong>Email</strong> - The recipient will be emailed the document to
+                              sign, approve, etc.
+                            </Trans>
+                          </li>
+                          <li>
+                            <Trans>
+                              <strong>Links</strong> - We will generate links which you can send to
+                              the recipients manually.
+                            </Trans>
+                          </li>
+                        </ul>
+
+                        <Trans>
+                          <strong>Note</strong> - If you use Links in combination with direct
+                          templates, you will need to manually send the links to the remaining
+                          recipients.
+                        </Trans>
+                      </TooltipContent>
+                    </Tooltip>
+                  </FormLabel>
+
+                  <FormControl>
+                    <Select {...field} onValueChange={field.onChange}>
+                      <SelectTrigger className="bg-background text-muted-foreground">
+                        <SelectValue data-testid="documentDistributionMethodSelectValue" />
+                      </SelectTrigger>
+
+                      <SelectContent position="popper">
+                        {Object.values(DOCUMENT_DISTRIBUTION_METHODS).map(
+                          ({ value, description }) => (
+                            <SelectItem key={value} value={value}>
+                              {_(description)}
+                            </SelectItem>
+                          ),
+                        )}
+                      </SelectContent>
+                    </Select>
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
             {isEnterprise && (
               <FormField
                 control={form.control}
@@ -217,6 +300,7 @@ export const AddTemplateSettingsFormPartial = ({
               />
             )}
 
+            {distributionMethod === DocumentDistributionMethod.EMAIL && (
               <Accordion type="multiple">
                 <AccordionItem value="email-options" className="border-none">
                   <AccordionTrigger className="text-foreground rounded border px-3 py-2 text-left hover:bg-neutral-200/30 hover:no-underline">
@@ -266,10 +350,16 @@ export const AddTemplateSettingsFormPartial = ({
                       />
 
                       <DocumentSendEmailMessageHelper />
+
+                      <DocumentEmailCheckboxes
+                        value={emailSettings}
+                        onChange={(value) => form.setValue('meta.emailSettings', value)}
+                      />
                     </div>
                   </AccordionContent>
                 </AccordionItem>
               </Accordion>
+            )}
 
             <Accordion type="multiple">
               <AccordionItem value="advanced-options" className="border-none">

packages/ui/primitives/template-flow/add-template-settings.types.tsx

@@ -7,9 +7,11 @@ import {
   ZDocumentAccessAuthTypesSchema,
   ZDocumentActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
 
 import { ZMapNegativeOneToUndefinedSchema } from '../document-flow/add-settings.types';
+import { DocumentDistributionMethod } from '.prisma/client';
 
 export const ZAddTemplateSettingsFormSchema = z.object({
   title: z.string().trim().min(1, { message: "Title can't be empty" }),
@@ -25,6 +27,10 @@ export const ZAddTemplateSettingsFormSchema = z.object({
     message: z.string(),
     timezone: z.string().optional().default(DEFAULT_DOCUMENT_TIME_ZONE),
     dateFormat: z.string().optional().default(DEFAULT_DOCUMENT_DATE_FORMAT),
+    distributionMethod: z
+      .nativeEnum(DocumentDistributionMethod)
+      .optional()
+      .default(DocumentDistributionMethod.EMAIL),
     redirectUrl: z
       .string()
       .optional()
@@ -36,6 +42,7 @@ export const ZAddTemplateSettingsFormSchema = z.object({
       .union([z.string(), z.enum(SUPPORTED_LANGUAGE_CODES)])
       .optional()
       .default('en'),
+    emailSettings: ZDocumentEmailSettingsSchema,
   }),
 });