v2.0.8

Co-authored-by: Crowdin Bot <support+bot@crowdin.com>

apps/remix/app/components/dialogs/document-duplicate-dialog.tsx

@@ -49,20 +49,20 @@ export const DocumentDuplicateDialog = ({
       },
     );
 
-  const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
+  const envelopeItems = envelopeItemsPayload?.data || [];
 
   const documentsPath = formatDocumentsPath(team.url);
 
   const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
     trpcReact.envelope.duplicate.useMutation({
-      onSuccess: async ({ duplicatedEnvelopeId }) => {
+      onSuccess: async ({ id }) => {
         toast({
           title: _(msg`Document Duplicated`),
           description: _(msg`Your document has been successfully duplicated.`),
           duration: 5000,
         });
 
-        await navigate(`${documentsPath}/${duplicatedEnvelopeId}/edit`);
+        await navigate(`${documentsPath}/${id}/edit`);
         onOpenChange(false);
       },
     });

apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx

@@ -336,7 +336,7 @@ export const EnvelopeDistributeDialog = ({
                                     <Trans>Message</Trans>{' '}
                                     <span className="text-muted-foreground">(Optional)</span>
                                     <Tooltip>
-                                      <TooltipTrigger>
+                                      <TooltipTrigger type="button">
                                         <InfoIcon className="mx-2 h-4 w-4" />
                                       </TooltipTrigger>
                                       <TooltipContent className="text-muted-foreground p-4">

apps/remix/app/components/dialogs/envelope-download-dialog.tsx

@@ -61,12 +61,12 @@ export const EnvelopeDownloadDialog = ({
         access: token ? { type: 'recipient', token } : { type: 'user' },
       },
       {
-        initialData: initialEnvelopeItems ? { envelopeItems: initialEnvelopeItems } : undefined,
+        initialData: initialEnvelopeItems ? { data: initialEnvelopeItems } : undefined,
         enabled: open,
       },
     );
 
-  const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
+  const envelopeItems = envelopeItemsPayload?.data || [];
 
   const onDownload = async (
     envelopeItem: EnvelopeItemToDownload,
@@ -176,7 +176,7 @@ export const EnvelopeDownloadDialog = ({
                     {!isDownloadingState[generateDownloadKey(item.id, 'original')] && (
                       <DownloadIcon className="mr-2 h-4 w-4" />
                     )}
-                    <Trans>Original</Trans>
+                    <Trans context="Original document (adjective)">Original</Trans>
                   </Button>
 
                   {envelopeStatus === DocumentStatus.COMPLETED && (
@@ -190,7 +190,7 @@ export const EnvelopeDownloadDialog = ({
                       {!isDownloadingState[generateDownloadKey(item.id, 'signed')] && (
                         <DownloadIcon className="mr-2 h-4 w-4" />
                       )}
-                      <Trans>Signed</Trans>
+                      <Trans context="Signed document (adjective)">Signed</Trans>
                     </Button>
                   )}
                 </div>

apps/remix/app/components/dialogs/envelope-duplicate-dialog.tsx

@@ -43,7 +43,7 @@ export const EnvelopeDuplicateDialog = ({
 
   const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
     trpc.envelope.duplicate.useMutation({
-      onSuccess: async ({ duplicatedEnvelopeId }) => {
+      onSuccess: async ({ id }) => {
         toast({
           title: t`Envelope Duplicated`,
           description: t`Your envelope has been successfully duplicated.`,
@@ -55,7 +55,7 @@ export const EnvelopeDuplicateDialog = ({
             ? formatDocumentsPath(team.url)
             : formatTemplatesPath(team.url);
 
-        await navigate(`${path}/${duplicatedEnvelopeId}/edit`);
+        await navigate(`${path}/${id}/edit`);
         setOpen(false);
       },
     });

apps/remix/app/components/dialogs/organisation-member-invite-dialog.tsx

@@ -185,6 +185,10 @@ export const OrganisationMemberInviteDialog = ({
       return 'form';
     }
 
+    if (fullOrganisation.members.length < fullOrganisation.organisationClaim.memberCount) {
+      return 'form';
+    }
+
     // This is probably going to screw us over in the future.
     if (fullOrganisation.organisationClaim.originalSubscriptionClaimId !== INTERNAL_CLAIM_ID.TEAM) {
       return 'alert';

apps/remix/app/components/dialogs/passkey-create-dialog.tsx

@@ -3,7 +3,7 @@ import { useEffect, useState } from 'react';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
+import { Plural, Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { startRegistration } from '@simplewebauthn/browser';
 import { KeyRoundIcon } from 'lucide-react';
@@ -209,7 +209,11 @@ export const PasskeyCreateDialog = ({ trigger, onSuccess, ...props }: PasskeyCre
                     ))
                     .with('TOO_MANY_PASSKEYS', () => (
                       <AlertDescription>
-                        <Trans>You cannot have more than {MAXIMUM_PASSKEYS} passkeys.</Trans>
+                        <Plural
+                          value={MAXIMUM_PASSKEYS}
+                          one="You cannot have more than # passkey."
+                          other="You cannot have more than # passkeys."
+                        />
                       </AlertDescription>
                     ))
                     .with('InvalidStateError', () => (

apps/remix/app/components/dialogs/sign-field-number-dialog.tsx

@@ -1,5 +1,4 @@
 import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import { createCallable } from 'react-call';
@@ -28,49 +27,71 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 
-const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
-  let schema = z.coerce.number({
-    invalid_type_error: msg`Please enter a valid number`.id,
-  });
-
-  const { numberFormat, minValue, maxValue } = fieldMeta;
-
-  if (typeof minValue === 'number') {
-    schema = schema.min(minValue);
-  }
-
-  if (typeof maxValue === 'number') {
-    schema = schema.max(maxValue);
-  }
-
-  if (numberFormat) {
-    const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
-
-    if (!foundRegex) {
-      return schema;
-    }
-
-    return schema.refine(
-      (value) => {
-        return foundRegex.test(value.toString());
-      },
-      {
-        message: msg`Number needs to be formatted as ${numberFormat}`.id,
-      },
-    );
-  }
-
-  return schema;
-};
-
 export type SignFieldNumberDialogProps = {
   fieldMeta: TNumberFieldMeta;
 };
 
-export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, number | null>(
+export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, string | null>(
   ({ call, fieldMeta }) => {
     const { t } = useLingui();
 
+    // Needs to be inside dialog for translation purposes.
+    const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
+      const { numberFormat, minValue, maxValue } = fieldMeta;
+
+      if (numberFormat) {
+        const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
+
+        if (foundRegex) {
+          return z.string().refine(
+            (value) => {
+              return foundRegex.test(value.toString());
+            },
+            {
+              message: t`Number needs to be formatted as ${numberFormat}`,
+            },
+          );
+        }
+      }
+
+      // Not gong to work with min/max numbers + number format
+      // Since currently doesn't work in V1 going to ignore for now.
+      return z.string().superRefine((value, ctx) => {
+        const isValidNumber = /^[0-9,.]+$/.test(value.toString());
+
+        if (!isValidNumber) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.custom,
+            message: t`Please enter a valid number`,
+          });
+
+          return;
+        }
+
+        if (typeof minValue === 'number' && parseFloat(value) < minValue) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.too_small,
+            minimum: minValue,
+            inclusive: true,
+            type: 'number',
+          });
+
+          return;
+        }
+
+        if (typeof maxValue === 'number' && parseFloat(value) > maxValue) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.too_big,
+            maximum: maxValue,
+            inclusive: true,
+            type: 'number',
+          });
+
+          return;
+        }
+      });
+    };
+
     const ZSignFieldNumberFormSchema = z.object({
       number: createNumberFieldSchema(fieldMeta),
     });

apps/remix/app/components/dialogs/template-create-dialog.tsx

@@ -96,7 +96,7 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
       <DialogTrigger asChild>
         <Button className="cursor-pointer" disabled={!user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
-          <Trans>New Template</Trans>
+          <Trans>Template (Legacy)</Trans>
         </Button>
       </DialogTrigger>
 

apps/remix/app/components/dialogs/template-direct-link-dialog.tsx

@@ -265,7 +265,7 @@ export const TemplateDirectLinkDialog = ({
                   {remaining.directTemplates !== 0 && (
                     <DialogFooter className="mx-auto mt-4">
                       <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
-                        <Trans> Enable direct link signing</Trans>
+                        <Trans>Enable direct link signing</Trans>
                       </Button>
                     </DialogFooter>
                   )}

apps/remix/app/components/dialogs/template-use-dialog.tsx

@@ -143,7 +143,7 @@ export function TemplateUseDialog({
     },
   );
 
-  const envelopeItems = response?.envelopeItems ?? [];
+  const envelopeItems = response?.data ?? [];
 
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();

apps/remix/app/components/embed/embed-authentication-required.tsx

@@ -9,6 +9,7 @@ export type EmbedAuthenticationRequiredProps = {
   email?: string;
   returnTo: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
   oidcProviderLabel?: string;
 };
@@ -17,6 +18,7 @@ export const EmbedAuthenticationRequired = ({
   email,
   returnTo,
   // isGoogleSSOEnabled,
+  // isMicrosoftSSOEnabled,
   // isOIDCSSOEnabled,
   // oidcProviderLabel,
 }: EmbedAuthenticationRequiredProps) => {
@@ -37,6 +39,7 @@ export const EmbedAuthenticationRequired = ({
         <SignInForm
           // Embed currently not supported.
           // isGoogleSSOEnabled={isGoogleSSOEnabled}
+          // isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           // isOIDCSSOEnabled={isOIDCSSOEnabled}
           // oidcProviderLabel={oidcProviderLabel}
           className="mt-4"

apps/remix/app/components/embed/embed-direct-template-client-page.tsx

@@ -336,7 +336,7 @@ export const EmbedDirectTemplateClientPage = ({
         <div className="flex-1">
           <PDFViewer
             envelopeItem={envelopeItems[0]}
-            token={token}
+            token={recipient.token}
             version="signed"
             onDocumentLoad={() => setHasDocumentLoaded(true)}
           />

apps/remix/app/components/embed/embed-document-signing-page-v1.tsx

@@ -40,7 +40,7 @@ import { EmbedDocumentCompleted } from './embed-document-completed';
 import { EmbedDocumentFields } from './embed-document-fields';
 import { EmbedDocumentRejected } from './embed-document-rejected';
 
-export type EmbedSignDocumentClientPageProps = {
+export type EmbedSignDocumentV1ClientPageProps = {
   token: string;
   documentId: number;
   envelopeId: string;
@@ -55,7 +55,7 @@ export type EmbedSignDocumentClientPageProps = {
   allRecipients?: RecipientWithFields[];
 };
 
-export const EmbedSignDocumentClientPage = ({
+export const EmbedSignDocumentV1ClientPage = ({
   token,
   documentId,
   envelopeId,
@@ -68,7 +68,7 @@ export const EmbedSignDocumentClientPage = ({
   hidePoweredBy = false,
   allowWhitelabelling = false,
   allRecipients = [],
-}: EmbedSignDocumentClientPageProps) => {
+}: EmbedSignDocumentV1ClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 

apps/remix/app/components/embed/embed-document-signing-page-v2.tsx

@@ -0,0 +1,232 @@
+import { useEffect, useLayoutEffect, useState } from 'react';
+
+import { useLingui } from '@lingui/react';
+
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+
+import { ZSignDocumentEmbedDataSchema } from '~/types/embed-document-sign-schema';
+import { injectCss } from '~/utils/css-vars';
+
+import { DocumentSigningPageViewV2 } from '../general/document-signing/document-signing-page-view-v2';
+import { useRequiredEnvelopeSigningContext } from '../general/document-signing/envelope-signing-provider';
+import { EmbedClientLoading } from './embed-client-loading';
+import { EmbedDocumentCompleted } from './embed-document-completed';
+import { EmbedDocumentRejected } from './embed-document-rejected';
+import { EmbedSigningProvider } from './embed-signing-context';
+
+export type EmbedSignDocumentV2ClientPageProps = {
+  hidePoweredBy?: boolean;
+  allowWhitelabelling?: boolean;
+};
+
+export const EmbedSignDocumentV2ClientPage = ({
+  hidePoweredBy = false,
+  allowWhitelabelling = false,
+}: EmbedSignDocumentV2ClientPageProps) => {
+  const { _ } = useLingui();
+
+  const { envelope, recipient, envelopeData, setFullName, fullName } =
+    useRequiredEnvelopeSigningContext();
+
+  const { isCompleted, isRejected, recipientSignature } = envelopeData;
+
+  // !: Not used at the moment, may be removed in the future.
+  // const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
+  const [hasFinishedInit, setHasFinishedInit] = useState(false);
+  const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
+  const [isNameLocked, setIsNameLocked] = useState(false);
+
+  const onDocumentCompleted = (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-completed',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentError = () => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-error',
+          data: null,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentReady = () => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-ready',
+          data: null,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onFieldSigned = (data: { fieldId?: number; value?: string; isBase64?: boolean }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'field-signed',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onFieldUnsigned = (data: { fieldId?: number }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'field-unsigned',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentRejected = (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-rejected',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  useLayoutEffect(() => {
+    const hash = window.location.hash.slice(1);
+
+    try {
+      const data = ZSignDocumentEmbedDataSchema.parse(JSON.parse(decodeURIComponent(atob(hash))));
+
+      if (!isCompleted && data.name) {
+        setFullName(data.name);
+      }
+
+      // Since a recipient can be provided a name we can lock it without requiring
+      // a to be provided by the parent application, unlike direct templates.
+      setIsNameLocked(!!data.lockName);
+      setAllowDocumentRejection(!!data.allowDocumentRejection);
+
+      if (data.darkModeDisabled) {
+        document.documentElement.classList.add('dark-mode-disabled');
+      }
+
+      if (allowWhitelabelling) {
+        injectCss({
+          css: data.css,
+          cssVars: data.cssVars,
+        });
+      }
+    } catch (err) {
+      console.error(err);
+    }
+
+    setHasFinishedInit(true);
+
+    // !: While the setters are stable we still want to ensure we're avoiding
+    // !: re-renders.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [allowWhitelabelling]);
+
+  useEffect(() => {
+    if (hasFinishedInit) {
+      onDocumentReady();
+    }
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [hasFinishedInit]);
+
+  // Listen for document completion events from the envelope signing context
+  useEffect(() => {
+    if (isCompleted) {
+      onDocumentCompleted({
+        token: recipient.token,
+        envelopeId: envelope.id,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        recipientId: recipient.id,
+      });
+    }
+  }, [isCompleted, envelope.id, recipient.id, recipient.token]);
+
+  // Listen for document rejection events
+  useEffect(() => {
+    if (isRejected) {
+      onDocumentRejected({
+        token: recipient.token,
+        envelopeId: envelope.id,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        recipientId: recipient.id,
+      });
+    }
+  }, [isRejected, envelope.id, recipient.id, recipient.token]);
+
+  if (isRejected) {
+    return <EmbedDocumentRejected />;
+  }
+
+  if (isCompleted) {
+    return (
+      <EmbedDocumentCompleted
+        name={fullName}
+        signature={
+          recipientSignature
+            ? {
+                id: 1,
+                fieldId: 1,
+                recipientId: recipient.id,
+                created: new Date(),
+                signatureImageAsBase64: recipientSignature.signatureImageAsBase64,
+                typedSignature: recipientSignature.typedSignature,
+              }
+            : undefined
+        }
+      />
+    );
+  }
+
+  return (
+    <EmbedSigningProvider
+      isNameLocked={isNameLocked}
+      hidePoweredBy={hidePoweredBy}
+      allowDocumentRejection={allowDocumentRejection}
+      onDocumentCompleted={onDocumentCompleted}
+      onDocumentError={onDocumentError}
+      onDocumentRejected={onDocumentRejected}
+      onDocumentReady={onDocumentReady}
+      onFieldSigned={onFieldSigned}
+      onFieldUnsigned={onFieldUnsigned}
+    >
+      <div className="embed--Root relative">
+        {!hasFinishedInit && <EmbedClientLoading />}
+
+        <DocumentSigningPageViewV2 />
+      </div>
+    </EmbedSigningProvider>
+  );
+};

apps/remix/app/components/embed/embed-signing-context.tsx

@@ -0,0 +1,101 @@
+import { createContext, useContext } from 'react';
+
+export type EmbedSigningContextValue = {
+  isEmbed: true;
+  allowDocumentRejection: boolean;
+  isNameLocked: boolean;
+  isEmailLocked: boolean;
+  hidePoweredBy: boolean;
+  onDocumentCompleted: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => void;
+  onDocumentError: () => void;
+  onDocumentRejected: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => void;
+  onDocumentReady: () => void;
+  onFieldSigned: (data: { fieldId?: number; value?: string; isBase64?: boolean }) => void;
+  onFieldUnsigned: (data: { fieldId?: number }) => void;
+};
+
+const EmbedSigningContext = createContext<EmbedSigningContextValue | null>(null);
+
+export const useEmbedSigningContext = () => {
+  return useContext(EmbedSigningContext);
+};
+
+export const useRequiredEmbedSigningContext = () => {
+  const context = useEmbedSigningContext();
+
+  if (!context) {
+    throw new Error('useRequiredEmbedSigningContext must be used within EmbedSigningProvider');
+  }
+
+  return context;
+};
+
+export type EmbedSigningProviderProps = {
+  allowDocumentRejection?: boolean;
+  isNameLocked?: boolean;
+  isEmailLocked?: boolean;
+  hidePoweredBy?: boolean;
+  onDocumentCompleted: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => void;
+  onDocumentError: () => void;
+  onDocumentRejected: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => void;
+  onDocumentReady: () => void;
+  onFieldSigned: (data: { fieldId?: number; value?: string; isBase64?: boolean }) => void;
+  onFieldUnsigned: (data: { fieldId?: number }) => void;
+  children: React.ReactNode;
+};
+
+export const EmbedSigningProvider = ({
+  allowDocumentRejection = false,
+  isNameLocked = false,
+  isEmailLocked = true,
+  hidePoweredBy = false,
+  onDocumentCompleted,
+  onDocumentError,
+  onDocumentRejected,
+  onDocumentReady,
+  onFieldSigned,
+  onFieldUnsigned,
+  children,
+}: EmbedSigningProviderProps) => {
+  return (
+    <EmbedSigningContext.Provider
+      value={{
+        isEmbed: true,
+        allowDocumentRejection,
+        isNameLocked,
+        isEmailLocked,
+        hidePoweredBy,
+        onDocumentCompleted,
+        onDocumentError,
+        onDocumentRejected,
+        onDocumentReady,
+        onFieldSigned,
+        onFieldUnsigned,
+      }}
+    >
+      {children}
+    </EmbedSigningContext.Provider>
+  );
+};

apps/remix/app/components/filters/date-range-filter.tsx

@@ -0,0 +1,49 @@
+import { useTransition } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { DateRange } from '@documenso/lib/types/search-params';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+type DateRangeFilterProps = {
+  currentRange: DateRange;
+};
+
+export const DateRangeFilter = ({ currentRange }: DateRangeFilterProps) => {
+  const { _ } = useLingui();
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const handleRangeChange = (value: string) => {
+    startTransition(() => {
+      updateSearchParams({
+        dateRange: value as DateRange,
+        page: 1,
+      });
+    });
+  };
+
+  return (
+    <div className="flex items-center gap-2">
+      <Select value={currentRange} onValueChange={handleRangeChange} disabled={isPending}>
+        <SelectTrigger className="w-48">
+          <SelectValue />
+        </SelectTrigger>
+        <SelectContent>
+          <SelectItem value="last30days">{_(msg`Last 30 Days`)}</SelectItem>
+          <SelectItem value="last90days">{_(msg`Last 90 Days`)}</SelectItem>
+          <SelectItem value="lastYear">{_(msg`Last Year`)}</SelectItem>
+          <SelectItem value="allTime">{_(msg`All Time`)}</SelectItem>
+        </SelectContent>
+      </Select>
+    </div>
+  );
+};

apps/remix/app/components/forms/editor/editor-field-date-form.tsx

@@ -7,6 +7,7 @@ import type { z } from 'zod';
 import {
   DEFAULT_FIELD_FONT_SIZE,
   type TDateFieldMeta as DateFieldMeta,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   ZDateFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { Form } from '@documenso/ui/primitives/form/form';
@@ -39,7 +40,7 @@ export const EditorFieldDateForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

apps/remix/app/components/forms/editor/editor-field-email-form.tsx

@@ -7,6 +7,7 @@ import type { z } from 'zod';
 import {
   DEFAULT_FIELD_FONT_SIZE,
   type TEmailFieldMeta as EmailFieldMeta,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   ZEmailFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { Form } from '@documenso/ui/primitives/form/form';
@@ -39,7 +40,7 @@ export const EditorFieldEmailForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

apps/remix/app/components/forms/editor/editor-field-generic-field-forms.tsx

@@ -3,6 +3,10 @@ import { useEffect } from 'react';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { type Control, useFormContext } from 'react-hook-form';
 
+import { FIELD_MIN_LINE_HEIGHT } from '@documenso/lib/types/field-meta';
+import { FIELD_MAX_LINE_HEIGHT } from '@documenso/lib/types/field-meta';
+import { FIELD_MIN_LETTER_SPACING } from '@documenso/lib/types/field-meta';
+import { FIELD_MAX_LETTER_SPACING } from '@documenso/lib/types/field-meta';
 import { cn } from '@documenso/ui/lib/utils';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
@@ -107,6 +111,119 @@ export const EditorGenericTextAlignField = ({
   );
 };
 
+export const EditorGenericVerticalAlignField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="verticalAlign"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Vertical Align</Trans>
+          </FormLabel>
+          <FormControl>
+            <Select {...field} onValueChange={field.onChange}>
+              <SelectTrigger>
+                <SelectValue placeholder={t`Select vertical align`} />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="top">
+                  <Trans>Top</Trans>
+                </SelectItem>
+                <SelectItem value="middle">
+                  <Trans>Middle</Trans>
+                </SelectItem>
+                <SelectItem value="bottom">
+                  <Trans>Bottom</Trans>
+                </SelectItem>
+              </SelectContent>
+            </Select>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericLineHeightField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="lineHeight"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Line Height</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={FIELD_MIN_LINE_HEIGHT}
+              max={FIELD_MAX_LINE_HEIGHT}
+              className="bg-background"
+              placeholder={t`Line height`}
+              {...field}
+            />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericLetterSpacingField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="letterSpacing"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Letter Spacing</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={FIELD_MIN_LETTER_SPACING}
+              max={FIELD_MAX_LETTER_SPACING}
+              className="bg-background"
+              placeholder={t`Letter spacing`}
+              {...field}
+            />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
 export const EditorGenericRequiredField = ({
   formControl,
   className,

apps/remix/app/components/forms/editor/editor-field-initials-form.tsx

@@ -6,6 +6,7 @@ import type { z } from 'zod';
 
 import {
   DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   type TInitialsFieldMeta as InitialsFieldMeta,
   ZInitialsFieldMeta,
 } from '@documenso/lib/types/field-meta';
@@ -39,7 +40,7 @@ export const EditorFieldInitialsForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

apps/remix/app/components/forms/editor/editor-field-name-form.tsx

@@ -6,6 +6,7 @@ import type { z } from 'zod';
 
 import {
   DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   type TNameFieldMeta as NameFieldMeta,
   ZNameFieldMeta,
 } from '@documenso/lib/types/field-meta';
@@ -39,7 +40,7 @@ export const EditorFieldNameForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

apps/remix/app/components/forms/editor/editor-field-number-form.tsx

@@ -6,6 +6,11 @@ import { useForm, useWatch } from 'react-hook-form';
 import type { z } from 'zod';
 
 import {
+  DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
+  FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
+  FIELD_DEFAULT_LETTER_SPACING,
+  FIELD_DEFAULT_LINE_HEIGHT,
   type TNumberFieldMeta as NumberFieldMeta,
   ZNumberFieldMeta,
 } from '@documenso/lib/types/field-meta';
@@ -31,9 +36,12 @@ import { Separator } from '@documenso/ui/primitives/separator';
 import {
   EditorGenericFontSizeField,
   EditorGenericLabelField,
+  EditorGenericLetterSpacingField,
+  EditorGenericLineHeightField,
   EditorGenericReadOnlyField,
   EditorGenericRequiredField,
   EditorGenericTextAlignField,
+  EditorGenericVerticalAlignField,
 } from './editor-field-generic-field-forms';
 
 const ZNumberFieldFormSchema = ZNumberFieldMeta.pick({
@@ -43,6 +51,9 @@ const ZNumberFieldFormSchema = ZNumberFieldMeta.pick({
   numberFormat: true,
   fontSize: true,
   textAlign: true,
+  lineHeight: true,
+  letterSpacing: true,
+  verticalAlign: true,
   required: true,
   readOnly: true,
   minValue: true,
@@ -99,8 +110,11 @@ export const EditorFieldNumberForm = ({
       placeholder: value.placeholder || '',
       value: value.value || '',
       numberFormat: value.numberFormat || null,
-      fontSize: value.fontSize || 14,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
+      lineHeight: value.lineHeight ?? FIELD_DEFAULT_LINE_HEIGHT,
+      letterSpacing: value.letterSpacing ?? FIELD_DEFAULT_LETTER_SPACING,
+      verticalAlign: value.verticalAlign ?? FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
       required: value.required || false,
       readOnly: value.readOnly || false,
       minValue: value.minValue,
@@ -118,6 +132,10 @@ export const EditorFieldNumberForm = ({
   useEffect(() => {
     const validatedFormValues = ZNumberFieldFormSchema.safeParse(formValues);
 
+    if (formValues.readOnly && !formValues.value) {
+      void form.trigger('value');
+    }
+
     if (validatedFormValues.success) {
       onValueChange({
         type: 'number',
@@ -130,10 +148,12 @@ export const EditorFieldNumberForm = ({
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
-          <div className="flex w-full flex-row gap-x-4">
           <EditorGenericFontSizeField className="w-full" formControl={form.control} />
 
+          <div className="flex w-full flex-row gap-x-4">
             <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+
+            <EditorGenericVerticalAlignField className="w-full" formControl={form.control} />
           </div>
 
           <EditorGenericLabelField formControl={form.control} />
@@ -204,6 +224,12 @@ export const EditorFieldNumberForm = ({
             )}
           />
 
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericLineHeightField className="w-full" formControl={form.control} />
+
+            <EditorGenericLetterSpacingField className="w-full" formControl={form.control} />
+          </div>
+
           <div className="mt-1">
             <EditorGenericRequiredField formControl={form.control} />
           </div>

apps/remix/app/components/forms/editor/editor-field-signature-form.tsx

@@ -5,11 +5,8 @@ import { Trans } from '@lingui/react/macro';
 import { useForm, useWatch } from 'react-hook-form';
 import type { z } from 'zod';
 
-import {
+import { DEFAULT_SIGNATURE_TEXT_FONT_SIZE } from '@documenso/lib/constants/pdf';
-  DEFAULT_FIELD_FONT_SIZE,
+import { type TSignatureFieldMeta, ZSignatureFieldMeta } from '@documenso/lib/types/field-meta';
-  type TSignatureFieldMeta,
-  ZSignatureFieldMeta,
-} from '@documenso/lib/types/field-meta';
 import { Form } from '@documenso/ui/primitives/form/form';
 
 import { EditorGenericFontSizeField } from './editor-field-generic-field-forms';
@@ -35,7 +32,7 @@ export const EditorFieldSignatureForm = ({
     resolver: zodResolver(ZSignatureFieldFormSchema),
     mode: 'onChange',
     defaultValues: {
-      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      fontSize: value.fontSize || DEFAULT_SIGNATURE_TEXT_FONT_SIZE,
     },
   });
 

apps/remix/app/components/forms/editor/editor-field-text-form.tsx

@@ -3,11 +3,16 @@ import { useEffect } from 'react';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { useForm, useWatch } from 'react-hook-form';
-import { z } from 'zod';
+import type { z } from 'zod';
 
 import {
   DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
+  FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
+  FIELD_DEFAULT_LETTER_SPACING,
+  FIELD_DEFAULT_LINE_HEIGHT,
   type TTextFieldMeta as TextFieldMeta,
+  ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import {
   Form,
@@ -22,23 +27,27 @@ import { Textarea } from '@documenso/ui/primitives/textarea';
 
 import {
   EditorGenericFontSizeField,
+  EditorGenericLetterSpacingField,
+  EditorGenericLineHeightField,
   EditorGenericReadOnlyField,
   EditorGenericRequiredField,
   EditorGenericTextAlignField,
+  EditorGenericVerticalAlignField,
 } from './editor-field-generic-field-forms';
 
-const ZTextFieldFormSchema = z
+const ZTextFieldFormSchema = ZTextFieldMeta.pick({
-  .object({
+  label: true,
-    label: z.string().optional(),
+  placeholder: true,
-    placeholder: z.string().optional(),
+  text: true,
-    text: z.string().optional(),
+  characterLimit: true,
-    characterLimit: z.coerce.number().min(0).optional(),
+  fontSize: true,
-    fontSize: z.coerce.number().min(8).max(96).optional(),
+  textAlign: true,
-    textAlign: z.enum(['left', 'center', 'right']).optional(),
+  lineHeight: true,
-    required: z.boolean().optional(),
+  letterSpacing: true,
-    readOnly: z.boolean().optional(),
+  verticalAlign: true,
-  })
+  required: true,
-  .refine(
+  readOnly: true,
+}).refine(
   (data) => {
     // A read-only field must have text
     return !data.readOnly || (data.text && data.text.length > 0);
@@ -47,7 +56,7 @@ const ZTextFieldFormSchema = z
     message: 'A read-only field must have text',
     path: ['text'],
   },
-  );
+);
 
 type TTextFieldFormSchema = z.infer<typeof ZTextFieldFormSchema>;
 
@@ -73,7 +82,10 @@ export const EditorFieldTextForm = ({
       text: value.text || '',
       characterLimit: value.characterLimit || 0,
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
+      lineHeight: value.lineHeight ?? FIELD_DEFAULT_LINE_HEIGHT,
+      letterSpacing: value.letterSpacing ?? FIELD_DEFAULT_LETTER_SPACING,
+      verticalAlign: value.verticalAlign ?? FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
       required: value.required || false,
       readOnly: value.readOnly || false,
     },
@@ -89,6 +101,10 @@ export const EditorFieldTextForm = ({
   useEffect(() => {
     const validatedFormValues = ZTextFieldFormSchema.safeParse(formValues);
 
+    if (formValues.readOnly && !formValues.text) {
+      void form.trigger('text');
+    }
+
     if (validatedFormValues.success) {
       onValueChange({
         type: 'text',
@@ -101,10 +117,12 @@ export const EditorFieldTextForm = ({
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
-          <div className="flex w-full flex-row gap-x-4">
           <EditorGenericFontSizeField className="w-full" formControl={form.control} />
 
+          <div className="flex w-full flex-row gap-x-4">
             <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+
+            <EditorGenericVerticalAlignField className="w-full" formControl={form.control} />
           </div>
 
           <FormField
@@ -182,17 +200,16 @@ export const EditorFieldTextForm = ({
                 </FormLabel>
                 <FormControl>
                   <Input
-                    type="number"
-                    min={0}
                     className="bg-background"
-                    placeholder={t`Field character limit`}
+                    placeholder={t`Character limit`}
                     {...field}
+                    value={field.value || ''}
                     onChange={(e) => {
-                      field.onChange(e);
-
                       const values = form.getValues();
                       const characterLimit = parseInt(e.target.value, 10) || 0;
 
+                      field.onChange(characterLimit || '');
+
                       const textValue = values.text || '';
 
                       if (characterLimit > 0 && textValue.length > characterLimit) {
@@ -206,6 +223,12 @@ export const EditorFieldTextForm = ({
             )}
           />
 
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericLineHeightField className="w-full" formControl={form.control} />
+
+            <EditorGenericLetterSpacingField className="w-full" formControl={form.control} />
+          </div>
+
           <div className="mt-1">
             <EditorGenericRequiredField formControl={form.control} />
           </div>

apps/remix/app/components/forms/signin.tsx

@@ -92,6 +92,7 @@ export const SignInForm = ({
 
   const [isTwoFactorAuthenticationDialogOpen, setIsTwoFactorAuthenticationDialogOpen] =
     useState(false);
+  const [isEmbeddedRedirect, setIsEmbeddedRedirect] = useState(false);
 
   const [twoFactorAuthenticationMethod, setTwoFactorAuthenticationMethod] = useState<
     'totp' | 'backup'
@@ -317,6 +318,8 @@ export const SignInForm = ({
     if (email) {
       form.setValue('email', email);
     }
+
+    setIsEmbeddedRedirect(params.get('embedded') === 'true');
   }, [form]);
 
   return (
@@ -383,6 +386,8 @@ export const SignInForm = ({
             {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
           </Button>
 
+          {!isEmbeddedRedirect && (
+            <>
               {hasSocialAuthEnabled && (
                 <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                   <div className="bg-border h-px flex-1" />
@@ -416,7 +421,11 @@ export const SignInForm = ({
                   disabled={isSubmitting}
                   onClick={onSignInWithMicrosoftClick}
                 >
-              <img className="mr-2 h-4 w-4" alt="Microsoft Logo" src={'/static/microsoft.svg'} />
+                  <img
+                    className="mr-2 h-4 w-4"
+                    alt="Microsoft Logo"
+                    src={'/static/microsoft.svg'}
+                  />
                   Microsoft
                 </Button>
               )}
@@ -434,6 +443,8 @@ export const SignInForm = ({
                   {oidcProviderLabel || 'OIDC'}
                 </Button>
               )}
+            </>
+          )}
 
           <Button
             type="button"

apps/remix/app/components/forms/signup.tsx

@@ -68,6 +68,7 @@ export type SignUpFormProps = {
   isGoogleSSOEnabled?: boolean;
   isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
+  returnTo?: string;
 };
 
 export const SignUpForm = ({
@@ -76,6 +77,7 @@ export const SignUpForm = ({
   isGoogleSSOEnabled,
   isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
+  returnTo,
 }: SignUpFormProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -110,7 +112,7 @@ export const SignUpForm = ({
         signature,
       });
 
-      await navigate(`/unverified-account`);
+      await navigate(returnTo ? returnTo : '/unverified-account');
 
       toast({
         title: _(msg`Registration Successful`),

apps/remix/app/components/general/app-command-menu.tsx

@@ -9,6 +9,7 @@ import { useHotkeys } from 'react-hotkeys-hook';
 import { useNavigate } from 'react-router';
 import { Theme, useTheme } from 'remix-themes';
 
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import {
@@ -63,10 +64,12 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   const [search, setSearch] = useState('');
   const [pages, setPages] = useState<string[]>([]);
 
+  const debouncedSearch = useDebouncedValue(search, 200);
+
   const { data: searchDocumentsData, isPending: isSearchingDocuments } =
     trpcReact.document.search.useQuery(
       {
-        query: search,
+        query: debouncedSearch,
       },
       {
         placeholderData: (previousData) => previousData,
@@ -232,6 +235,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
             <Trans>No results found.</Trans>
           </CommandEmpty>
         )}
+
         {!currentPage && (
           <>
             {documentPageLinks.length > 0 && (
@@ -239,14 +243,17 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
                 <Commands push={push} pages={documentPageLinks} />
               </CommandGroup>
             )}
+
             {templatePageLinks.length > 0 && (
               <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Templates`)}>
                 <Commands push={push} pages={templatePageLinks} />
               </CommandGroup>
             )}
+
             <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Settings`)}>
               <Commands push={push} pages={SETTINGS_PAGES} />
             </CommandGroup>
+
             <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Preferences`)}>
               <CommandItem className="-mx-2 -my-1 rounded-lg" onSelect={() => addPage('language')}>
                 Change language
@@ -255,6 +262,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
                 Change theme
               </CommandItem>
             </CommandGroup>
+
             {searchResults.length > 0 && (
               <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Your documents`)}>
                 <Commands push={push} pages={searchResults} />

apps/remix/app/components/general/document-signing/document-signing-auth-account.tsx

@@ -22,7 +22,7 @@ export const DocumentSigningAuthAccount = ({
   actionVerb = 'sign',
   onOpenChange,
 }: DocumentSigningAuthAccountProps) => {
-  const { recipient } = useRequiredDocumentSigningAuthContext();
+  const { recipient, isDirectTemplate } = useRequiredDocumentSigningAuthContext();
 
   const { t } = useLingui();
 
@@ -34,8 +34,10 @@ export const DocumentSigningAuthAccount = ({
     try {
       setIsSigningOut(true);
 
+      const currentPath = `${window.location.pathname}${window.location.search}${window.location.hash}`;
+
       await authClient.signOut({
-        redirectPath: `/signin#email=${email}`,
+        redirectPath: `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
       });
     } catch {
       setIsSigningOut(false);
@@ -55,16 +57,28 @@ export const DocumentSigningAuthAccount = ({
         <AlertDescription>
           {actionTarget === 'DOCUMENT' && recipient.role === RecipientRole.VIEWER ? (
             <span>
+              {isDirectTemplate ? (
+                <Trans>To mark this document as viewed, you need to be logged in.</Trans>
+              ) : (
                 <Trans>
                   To mark this document as viewed, you need to be logged in as{' '}
                   <strong>{recipient.email}</strong>
                 </Trans>
+              )}
             </span>
           ) : (
             <span>
-              {/* Todo: Translate */}
+              {isDirectTemplate ? (
-              To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be logged
+                <Trans>
-              in as <strong>{recipient.email}</strong>
+                  To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
+                  logged in.
+                </Trans>
+              ) : (
+                <Trans>
+                  To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
+                  logged in as <strong>{recipient.email}</strong>
+                </Trans>
+              )}
             </span>
           )}
         </AlertDescription>

apps/remix/app/components/general/document-signing/document-signing-auth-dialog.tsx

@@ -47,7 +47,8 @@ export const DocumentSigningAuthDialog = ({
   onOpenChange,
   onReauthFormSubmit,
 }: DocumentSigningAuthDialogProps) => {
-  const { recipient, user, isCurrentlyAuthenticating } = useRequiredDocumentSigningAuthContext();
+  const { recipient, user, isCurrentlyAuthenticating, isDirectTemplate } =
+    useRequiredDocumentSigningAuthContext();
 
   // Filter out EXPLICIT_NONE from available auth types for the chooser
   const validAuthTypes = availableAuthTypes.filter(
@@ -168,7 +169,11 @@ export const DocumentSigningAuthDialog = ({
           match({ documentAuthType: selectedAuthType, user })
             .with(
               { documentAuthType: DocumentAuth.ACCOUNT },
-              { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auth methods requires them to be logged in.
+              {
+                user: P.when(
+                  (user) => !user || (user.email !== recipient.email && !isDirectTemplate),
+                ),
+              }, // Assume all current auth methods requires them to be logged in.
               () => <DocumentSigningAuthAccount onOpenChange={onOpenChange} />,
             )
             .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (

apps/remix/app/components/general/document-signing/document-signing-auth-provider.tsx

@@ -40,6 +40,7 @@ export type DocumentSigningAuthContextValue = {
   derivedRecipientAccessAuth: TRecipientAccessAuthTypes[];
   derivedRecipientActionAuth: TRecipientActionAuthTypes[];
   isAuthRedirectRequired: boolean;
+  isDirectTemplate?: boolean;
   isCurrentlyAuthenticating: boolean;
   setIsCurrentlyAuthenticating: (_value: boolean) => void;
   passkeyData: PasskeyData;
@@ -68,6 +69,7 @@ export const useRequiredDocumentSigningAuthContext = () => {
 export interface DocumentSigningAuthProviderProps {
   documentAuthOptions: Envelope['authOptions'];
   recipient: SigningAuthRecipient;
+  isDirectTemplate?: boolean;
   user?: SessionUser | null;
   children: React.ReactNode;
 }
@@ -75,6 +77,7 @@ export interface DocumentSigningAuthProviderProps {
 export const DocumentSigningAuthProvider = ({
   documentAuthOptions: initialDocumentAuthOptions,
   recipient: initialRecipient,
+  isDirectTemplate = false,
   user,
   children,
 }: DocumentSigningAuthProviderProps) => {
@@ -204,6 +207,7 @@ export const DocumentSigningAuthProvider = ({
         derivedRecipientAccessAuth,
         derivedRecipientActionAuth,
         isAuthRedirectRequired,
+        isDirectTemplate,
         isCurrentlyAuthenticating,
         setIsCurrentlyAuthenticating,
         passkeyData,

apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx

@@ -34,6 +34,7 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
@@ -102,6 +103,8 @@ export const DocumentSigningCompleteDialog = ({
 
   const { derivedRecipientAccessAuth } = useRequiredDocumentSigningAuthContext();
 
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
+
   const form = useForm<TNextSignerFormSchema>({
     resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
     defaultValues: {
@@ -267,7 +270,12 @@ export const DocumentSigningCompleteDialog = ({
                               <Trans>Your Name</Trans>
                             </FormLabel>
                             <FormControl>
-                              <Input {...field} className="mt-2" placeholder={t`Enter your name`} />
+                              <Input
+                                {...field}
+                                className="mt-2"
+                                placeholder={t`Enter your name`}
+                                disabled={isNameLocked}
+                              />
                             </FormControl>
 
                             <FormMessage />
@@ -289,6 +297,7 @@ export const DocumentSigningCompleteDialog = ({
                                 type="email"
                                 className="mt-2"
                                 placeholder={t`Enter your email`}
+                                disabled={!!field.value && isEmailLocked}
                               />
                             </FormControl>
                             <FormMessage />

apps/remix/app/components/general/document-signing/document-signing-mobile-widget.tsx

@@ -8,6 +8,9 @@ import { match } from 'ts-pattern';
 
 import { Button } from '@documenso/ui/primitives/button';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
+import { BrandingLogo } from '../branding-logo';
 import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
 import { EnvelopeSignerCompleteDialog } from '../envelope-signing/envelope-signing-complete-dialog';
 import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
@@ -15,6 +18,8 @@ import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
 export const DocumentSigningMobileWidget = () => {
   const [isExpanded, setIsExpanded] = useState(false);
 
+  const { hidePoweredBy = true } = useEmbedSigningContext() || {};
+
   const { recipientFieldsRemaining, recipient, requiredRecipientFields } =
     useRequiredEnvelopeSigningContext();
 
@@ -29,7 +34,7 @@ export const DocumentSigningMobileWidget = () => {
 
   return (
     <div className="pointer-events-none fixed bottom-0 left-0 right-0 z-50 flex justify-center px-2 pb-2 sm:px-4 sm:pb-6">
-      <div className="pointer-events-auto w-full max-w-2xl">
+      <div className="pointer-events-auto w-full max-w-[760px]">
         <div className="bg-card border-border overflow-hidden rounded-xl border shadow-2xl">
           {/* Main Header Bar */}
           <div className="flex items-center justify-between gap-4 p-4">
@@ -114,6 +119,13 @@ export const DocumentSigningMobileWidget = () => {
           {isExpanded && (
             <div className="border-border animate-in slide-in-from-bottom-2 border-t p-4 duration-200">
               <EnvelopeSignerForm />
+
+              {!hidePoweredBy && (
+                <div className="bg-primary text-primary-foreground mt-2 inline-block rounded px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:hidden">
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </div>
+              )}
             </div>
           )}
         </div>

apps/remix/app/components/general/document-signing/document-signing-page-view-v2.tsx

@@ -22,7 +22,9 @@ import { SignFieldNameDialog } from '~/components/dialogs/sign-field-name-dialog
 import { SignFieldNumberDialog } from '~/components/dialogs/sign-field-number-dialog';
 import { SignFieldSignatureDialog } from '~/components/dialogs/sign-field-signature-dialog';
 import { SignFieldTextDialog } from '~/components/dialogs/sign-field-text-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 
+import { BrandingLogo } from '../branding-logo';
 import { DocumentSigningAttachmentsPopover } from '../document-signing/document-signing-attachments-popover';
 import { EnvelopeItemSelector } from '../envelope-editor/envelope-file-selector';
 import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
@@ -48,6 +50,13 @@ export const DocumentSigningPageViewV2 = () => {
     selectedAssistantRecipientFields,
   } = useRequiredEnvelopeSigningContext();
 
+  const {
+    isEmbed = false,
+    allowDocumentRejection = true,
+    hidePoweredBy = true,
+    onDocumentRejected,
+  } = useEmbedSigningContext() || {};
+
   /**
    * The total remaining fields remaining for the current recipient or selected assistant recipient.
    *
@@ -77,7 +86,7 @@ export const DocumentSigningPageViewV2 = () => {
       {/* Main Content Area */}
       <div className="flex h-[calc(100vh-4rem)] w-screen">
         {/* Left Section - Step Navigation */}
-        <div className="bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
+        <div className="embed--DocumentWidgetContainer bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
           <div className="px-4">
             <h3 className="text-foreground flex items-end justify-between text-sm font-semibold">
               {match(recipient.role)
@@ -107,7 +116,7 @@ export const DocumentSigningPageViewV2 = () => {
               />
             </div>
 
-            <div className="mt-6 space-y-3">
+            <div className="embed--DocumentWidgetContent mt-6 space-y-3">
               <EnvelopeSignerForm />
             </div>
           </div>
@@ -116,7 +125,7 @@ export const DocumentSigningPageViewV2 = () => {
 
           {/* Quick Actions. */}
           {!isDirectTemplate && (
-            <div className="space-y-3 px-4">
+            <div className="embed--Actions space-y-3 px-4">
               <h4 className="text-foreground text-sm font-semibold">
                 <Trans>Actions</Trans>
               </h4>
@@ -145,10 +154,21 @@ export const DocumentSigningPageViewV2 = () => {
                 }
               />
 
-              {envelope.type === EnvelopeType.DOCUMENT && (
+              {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection && (
                 <DocumentSigningRejectDialog
                   documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
                   token={recipient.token}
+                  onRejected={
+                    onDocumentRejected &&
+                    ((reason) =>
+                      onDocumentRejected({
+                        token: recipient.token,
+                        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+                        envelopeId: envelope.id,
+                        recipientId: recipient.id,
+                        reason,
+                      }))
+                  }
                   trigger={
                     <Button
                       variant="ghost"
@@ -164,8 +184,10 @@ export const DocumentSigningPageViewV2 = () => {
             </div>
           )}
 
+          <div className="embed--DocumentWidgetFooter mt-auto">
             {/* Footer of left sidebar. */}
-          <div className="mt-auto px-4">
+            {!isEmbed && (
+              <div className="px-4">
                 <Button asChild variant="ghost" className="w-full justify-start">
                   <Link to="/">
                     <ArrowLeftIcon className="mr-2 h-4 w-4" />
@@ -173,9 +195,11 @@ export const DocumentSigningPageViewV2 = () => {
                   </Link>
                 </Button>
               </div>
+            )}
+          </div>
         </div>
 
-        <div className="flex-1 overflow-y-auto">
+        <div className="embed--DocumentContainer flex-1 overflow-y-auto">
           <div className="flex flex-col">
             {/* Horizontal envelope item selector */}
             {envelopeItems.length > 1 && (
@@ -202,7 +226,7 @@ export const DocumentSigningPageViewV2 = () => {
             )}
 
             {/* Document View */}
-            <div className="flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
+            <div className="embed--DocumentViewer flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
               {currentEnvelopeItem ? (
                 <PDFViewerKonvaLazy
                   renderer="signing"
@@ -218,9 +242,20 @@ export const DocumentSigningPageViewV2 = () => {
               )}
 
               {/* Mobile widget - Additional padding to allow users to scroll */}
-              <div className="block pb-16 md:hidden">
+              <div className="block pb-28 lg:hidden">
                 <DocumentSigningMobileWidget />
               </div>
+
+              {!hidePoweredBy && (
+                <a
+                  href="https://documenso.com"
+                  target="_blank"
+                  className="bg-primary text-primary-foreground fixed bottom-0 right-0 z-40 hidden cursor-pointer rounded-tl px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:block"
+                >
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </a>
+              )}
             </div>
           </div>
         </div>

apps/remix/app/components/general/document-signing/envelope-signing-provider.tsx

@@ -56,7 +56,7 @@ export type EnvelopeSigningContextValue = {
     _fieldId: number,
     _value: TSignEnvelopeFieldValue,
     authOptions?: TRecipientActionAuth,
-  ) => Promise<void>;
+  ) => Promise<Pick<Field, 'id' | 'inserted'>>;
 };
 
 const EnvelopeSigningContext = createContext<EnvelopeSigningContextValue | null>(null);
@@ -296,16 +296,19 @@ export const EnvelopeSigningProvider = ({
   ) => {
     // Set the field locally for direct templates.
     if (isDirectTemplate) {
-      handleDirectTemplateFieldInsertion(fieldId, fieldValue);
+      const signedField = handleDirectTemplateFieldInsertion(fieldId, fieldValue);
-      return;
+
+      return signedField;
     }
 
-    await signEnvelopeField({
+    const { signedField } = await signEnvelopeField({
       token: envelopeData.recipient.token,
       fieldId,
       fieldValue,
       authOptions,
     });
+
+    return signedField;
   };
 
   const handleDirectTemplateFieldInsertion = (
@@ -363,6 +366,8 @@ export const EnvelopeSigningProvider = ({
         fields: prev.recipient.fields.map((field) => (field.id === fieldId ? updatedField : field)),
       },
     }));
+
+    return updatedField;
   };
 
   return (

apps/remix/app/components/general/document/document-certificate-qr-view.tsx

@@ -1,7 +1,7 @@
 import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { type DocumentData, DocumentStatus, type EnvelopeItem, EnvelopeType } from '@prisma/client';
 import { DownloadIcon } from 'lucide-react';
 import { DateTime } from 'luxon';
 
@@ -100,7 +100,14 @@ export const DocumentCertificateQRView = ({
       )}
 
       {internalVersion === 2 ? (
-        <EnvelopeRenderProvider envelope={{ envelopeItems }} token={token}>
+        <EnvelopeRenderProvider
+          envelope={{
+            envelopeItems,
+            status: DocumentStatus.COMPLETED,
+            type: EnvelopeType.DOCUMENT,
+          }}
+          token={token}
+        >
           <DocumentCertificateQrV2
             title={title}
             recipientCount={recipientCount}
@@ -130,7 +137,7 @@ export const DocumentCertificateQRView = ({
               envelopeItems={envelopeItems}
               token={token}
               trigger={
-                <Button type="button" variant="outline" className="flex-1">
+                <Button type="button" variant="outline" className="w-fit">
                   <DownloadIcon className="mr-2 h-5 w-5" />
                   <Trans>Download</Trans>
                 </Button>
@@ -189,7 +196,7 @@ const DocumentCertificateQrV2 = ({
           envelopeItems={envelopeItems}
           token={token}
           trigger={
-            <Button type="button" variant="outline" className="flex-1">
+            <Button type="button" variant="outline" className="w-fit">
               <DownloadIcon className="mr-2 h-5 w-5" />
               <Trans>Download</Trans>
             </Button>

apps/remix/app/components/general/document/document-page-view-information.tsx

@@ -7,6 +7,7 @@ import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 
 export type DocumentPageViewInformationProps = {
   userId: number;
@@ -40,6 +41,10 @@ export const DocumentPageViewInformation = ({
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
+      {
+        description: msg`Document ID (Legacy)`,
+        value: mapSecondaryIdToDocumentId(envelope.secondaryId),
+      },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [isMounted, envelope, userId]);

apps/remix/app/components/general/document/document-upload-button-legacy.tsx

@@ -3,6 +3,7 @@ import { useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { useNavigate, useParams } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -17,7 +18,7 @@ import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
-import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import { DocumentUploadButton as DocumentUploadButtonPrimitive } from '@documenso/ui/primitives/document-upload-button';
 import {
   Tooltip,
   TooltipContent,
@@ -28,11 +29,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
-export type DocumentUploadButtonProps = {
+export type DocumentUploadButtonLegacyProps = {
   className?: string;
 };
 
-export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) => {
+export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLegacyProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
@@ -75,8 +76,10 @@ export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) =
 
       const payload = {
         title: file.name,
-        timezone: userTimezone,
         folderId: folderId ?? undefined,
+        meta: {
+          timezone: userTimezone,
+        },
       } satisfies TCreateDocumentPayloadSchema;
 
       const formData = new FormData();
@@ -144,12 +147,14 @@ export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) =
         <Tooltip>
           <TooltipTrigger asChild>
             <div>
-              <DocumentDropzone
+              <DocumentUploadButtonPrimitive
                 loading={isLoading}
                 disabled={remaining.documents === 0 || !user.emailVerified}
                 disabledMessage={disabledMessage}
                 onDrop={async (files) => onFileDrop(files[0])}
                 onDropRejected={onFileDropRejected}
+                type={EnvelopeType.DOCUMENT}
+                internalVersion="1"
               />
             </div>
           </TooltipTrigger>

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page-renderer.tsx

@@ -616,13 +616,14 @@ export default function EnvelopeEditorFieldsPageRenderer() {
             transform: 'translateX(-50%)',
             zIndex: 50,
           }}
-          className="text-muted-foreground grid w-max grid-cols-5 gap-x-1 gap-y-0.5 rounded-md border bg-white p-1 shadow-sm"
+          // Don't use darkmode for this component, it should look the same for both light/dark modes.
+          className="grid w-max grid-cols-5 gap-x-1 gap-y-0.5 rounded-md border border-gray-300 bg-white p-1 text-gray-500 shadow-sm"
         >
           {fieldButtonList.map((field) => (
             <button
               key={field.type}
               onClick={() => createFieldFromPendingTemplate(pendingFieldCreation, field.type)}
-              className="hover:text-foreground col-span-1 w-full flex-shrink-0 rounded-sm px-2 py-1 text-xs hover:bg-gray-100"
+              className="col-span-1 w-full flex-shrink-0 rounded-sm px-2 py-1 text-xs hover:bg-gray-100 hover:text-gray-600"
             >
               {t(field.name)}
             </button>

apps/remix/app/components/general/envelope-editor/envelope-editor-preview-page.tsx

@@ -2,7 +2,7 @@ import { lazy, useEffect, useMemo, useState } from 'react';
 
 import { faker } from '@faker-js/faker/locale/en';
 import { Trans } from '@lingui/react/macro';
-import { FieldType } from '@prisma/client';
+import { FieldType, SigningStatus } from '@prisma/client';
 import { FileTextIcon } from 'lucide-react';
 import { match } from 'ts-pattern';
 
@@ -201,7 +201,10 @@ export const EnvelopeEditorPreviewPage = () => {
       envelope={envelope}
       token={undefined}
       fields={fieldsWithPlaceholders}
-      recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+      recipients={envelope.recipients.map((recipient) => ({
+        ...recipient,
+        signingStatus: SigningStatus.SIGNED,
+      }))}
       overrideSettings={{
         mode: 'export',
       }}

apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx

@@ -212,7 +212,7 @@ export const EnvelopeEditorRecipientForm = () => {
   );
 
   const hasDocumentBeenSent = recipients.some(
-    (recipient) => recipient.sendStatus === SendStatus.SENT,
+    (recipient) => recipient.role !== RecipientRole.CC && recipient.sendStatus === SendStatus.SENT,
   );
 
   const canRecipientBeModified = (recipientId?: number) => {

apps/remix/app/components/general/envelope-editor/envelope-editor-upload-page.tsx

@@ -49,7 +49,7 @@ export const EnvelopeEditorUploadPage = () => {
   const organisation = useCurrentOrganisation();
 
   const { t } = useLingui();
-  const { envelope, setLocalEnvelope, relativePath } = useCurrentEnvelopeEditor();
+  const { envelope, setLocalEnvelope, relativePath, editorFields } = useCurrentEnvelopeEditor();
   const { maximumEnvelopeItemCount, remaining } = useLimits();
   const { toast } = useToast();
 
@@ -67,8 +67,8 @@ export const EnvelopeEditorUploadPage = () => {
 
   const { mutateAsync: createEnvelopeItems, isPending: isCreatingEnvelopeItems } =
     trpc.envelope.item.createMany.useMutation({
-      onSuccess: (data) => {
+      onSuccess: ({ data }) => {
-        const createdEnvelopes = data.createdEnvelopeItems.filter(
+        const createdEnvelopes = data.filter(
           (item) => !envelope.envelopeItems.find((envelopeItem) => envelopeItem.id === item.id),
         );
 
@@ -79,10 +79,10 @@ export const EnvelopeEditorUploadPage = () => {
     });
 
   const { mutateAsync: updateEnvelopeItems } = trpc.envelope.item.updateMany.useMutation({
-    onSuccess: (data) => {
+    onSuccess: ({ data }) => {
       setLocalEnvelope({
         envelopeItems: envelope.envelopeItems.map((originalItem) => {
-          const updatedItem = data.updatedEnvelopeItems.find((item) => item.id === originalItem.id);
+          const updatedItem = data.find((item) => item.id === originalItem.id);
 
           if (updatedItem) {
             return {
@@ -126,7 +126,7 @@ export const EnvelopeEditorUploadPage = () => {
       formData.append('files', file);
     }
 
-    const { createdEnvelopeItems } = await createEnvelopeItems(formData).catch((error) => {
+    const { data } = await createEnvelopeItems(formData).catch((error) => {
       console.error(error);
 
       // Set error state on files in batch upload.
@@ -148,7 +148,7 @@ export const EnvelopeEditorUploadPage = () => {
       );
 
       return filteredFiles.concat(
-        createdEnvelopeItems.map((item) => ({
+        data.map((item) => ({
           id: item.id,
           envelopeItemId: item.id,
           title: item.title,
@@ -165,9 +165,17 @@ export const EnvelopeEditorUploadPage = () => {
   const onFileDelete = (envelopeItemId: string) => {
     setLocalFiles((prev) => prev.filter((uploadingFile) => uploadingFile.id !== envelopeItemId));
 
+    const fieldsWithoutDeletedItem = envelope.fields.filter(
+      (field) => field.envelopeItemId !== envelopeItemId,
+    );
+
     setLocalEnvelope({
       envelopeItems: envelope.envelopeItems.filter((item) => item.id !== envelopeItemId),
+      fields: envelope.fields.filter((field) => field.envelopeItemId !== envelopeItemId),
     });
+
+    // Reset editor fields.
+    editorFields.resetForm(fieldsWithoutDeletedItem);
   };
 
   /**

apps/remix/app/components/general/envelope-editor/envelope-file-selector.tsx

@@ -29,7 +29,7 @@ export const EnvelopeItemSelector = ({
       {...buttonProps}
     >
       <div
-        className={`flex h-6 w-6 items-center justify-center rounded-full text-xs font-medium ${
+        className={`flex h-6 w-6 flex-shrink-0 items-center justify-center rounded-full text-xs font-medium ${
           isSelected ? 'bg-green-100 text-green-600' : 'bg-gray-200 text-gray-600'
         }`}
       >

apps/remix/app/components/general/envelope-editor/envelope-generic-page-renderer.tsx

@@ -1,6 +1,7 @@
 import { useEffect, useMemo } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
+import { DocumentStatus, type Recipient, SigningStatus } from '@prisma/client';
 import type Konva from 'konva';
 
 import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
@@ -8,12 +9,24 @@ import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/e
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
 import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
+import { EnvelopeRecipientFieldTooltip } from '@documenso/ui/components/document/envelope-recipient-field-tooltip';
+
+type GenericLocalField = TEnvelope['fields'][number] & {
+  recipient: Pick<Recipient, 'id' | 'name' | 'email' | 'signingStatus'>;
+};
 
 export default function EnvelopeGenericPageRenderer() {
   const { i18n } = useLingui();
 
-  const { currentEnvelopeItem, fields, getRecipientColorKey, setRenderError, overrideSettings } =
+  const {
-    useCurrentEnvelopeRender();
+    envelopeStatus,
+    currentEnvelopeItem,
+    fields,
+    recipients,
+    getRecipientColorKey,
+    setRenderError,
+    overrideSettings,
+  } = useCurrentEnvelopeRender();
 
   const {
     stage,
@@ -29,21 +42,47 @@ export default function EnvelopeGenericPageRenderer() {
 
   const { _className, scale } = pageContext;
 
-  const localPageFields = useMemo(
+  const localPageFields = useMemo((): GenericLocalField[] => {
-    () =>
+    if (envelopeStatus === DocumentStatus.COMPLETED) {
-      fields.filter(
+      return [];
+    }
+
+    return fields
+      .filter(
         (field) =>
           field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
-      ),
+      )
-    [fields, pageContext.pageNumber],
+      .map((field) => {
-  );
+        const recipient = recipients.find((recipient) => recipient.id === field.recipientId);
 
-  const unsafeRenderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
+        if (!recipient) {
+          throw new Error(`Recipient not found for field ${field.id}`);
+        }
+
+        const isInserted = recipient.signingStatus === SigningStatus.SIGNED && field.inserted;
+
+        return {
+          ...field,
+          inserted: isInserted,
+          customText: isInserted ? field.customText : '',
+          recipient,
+        };
+      })
+      .filter(
+        ({ inserted, fieldMeta, recipient }) =>
+          (recipient.signingStatus === SigningStatus.SIGNED ? inserted : true) ||
+          fieldMeta?.readOnly,
+      );
+  }, [fields, pageContext.pageNumber, currentEnvelopeItem?.id, recipients]);
+
+  const unsafeRenderFieldOnLayer = (field: GenericLocalField) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
     }
 
+    const fieldTranslations = getClientSideFieldTranslations(i18n);
+
     renderField({
       scale,
       pageLayer: pageLayer.current,
@@ -54,19 +93,22 @@ export default function EnvelopeGenericPageRenderer() {
         height: Number(field.height),
         positionX: Number(field.positionX),
         positionY: Number(field.positionY),
-        customText: field.inserted ? field.customText : '',
         fieldMeta: field.fieldMeta,
+        signature: {
+          signatureImageAsBase64: '',
+          typedSignature: fieldTranslations.SIGNATURE,
         },
-      translations: getClientSideFieldTranslations(i18n),
+      },
+      translations: fieldTranslations,
       pageWidth: unscaledViewport.width,
       pageHeight: unscaledViewport.height,
       color: getRecipientColorKey(field.recipientId),
       editable: false,
-      mode: overrideSettings?.mode ?? 'sign',
+      mode: overrideSettings?.mode ?? 'edit',
     });
   };
 
-  const renderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
+  const renderFieldOnLayer = (field: GenericLocalField) => {
     try {
       unsafeRenderFieldOnLayer(field);
     } catch (err) {
@@ -122,6 +164,16 @@ export default function EnvelopeGenericPageRenderer() {
       className="relative w-full"
       key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
     >
+      {overrideSettings?.showRecipientTooltip &&
+        localPageFields.map((field) => (
+          <EnvelopeRecipientFieldTooltip
+            key={field.id}
+            field={field}
+            showFieldStatus={overrideSettings?.showRecipientSigningStatus}
+            showRecipientTooltip={overrideSettings?.showRecipientTooltip}
+          />
+        ))}
+
       {/* The element Konva will inject it's canvas into. */}
       <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 

apps/remix/app/components/general/envelope-signing/envelope-signer-form.tsx

@@ -8,6 +8,8 @@ import { Label } from '@documenso/ui/primitives/label';
 import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
 import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
 export default function EnvelopeSignerForm() {
@@ -25,6 +27,8 @@ export default function EnvelopeSignerForm() {
     setSelectedAssistantRecipientId,
   } = useRequiredEnvelopeSigningContext();
 
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
+
   const hasSignatureField = useMemo(() => {
     return recipientFields.some((field) => field.type === FieldType.SIGNATURE);
   }, [recipientFields]);
@@ -37,7 +41,7 @@ export default function EnvelopeSignerForm() {
 
   if (recipient.role === RecipientRole.ASSISTANT) {
     return (
-      <fieldset className="dark:bg-background border-border rounded-2xl sm:border sm:p-3">
+      <fieldset className="embed--DocumentWidgetForm dark:bg-background border-border rounded-2xl sm:border sm:p-3">
         <RadioGroup
           className="gap-0 space-y-2 shadow-none sm:space-y-3"
           value={selectedAssistantRecipient?.id?.toString()}
@@ -101,7 +105,8 @@ export default function EnvelopeSignerForm() {
             id="full-name"
             className="bg-background mt-2"
             value={fullName}
-            onChange={(e) => setFullName(e.target.value.trimStart())}
+            disabled={isNameLocked}
+            onChange={(e) => !isNameLocked && setFullName(e.target.value.trimStart())}
           />
         </div>
 

apps/remix/app/components/general/envelope-signing/envelope-signer-header.tsx

@@ -16,6 +16,7 @@ import {
 import { Separator } from '@documenso/ui/primitives/separator';
 
 import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { BrandingLogo } from '~/components/general/branding-logo';
 
 import { BrandingLogoIcon } from '../branding-logo-icon';
@@ -28,7 +29,7 @@ export const EnvelopeSignerHeader = () => {
     useRequiredEnvelopeSigningContext();
 
   return (
-    <nav className="bg-background border-border max-w-screen flex flex-row justify-between border-b px-4 py-3 md:px-6">
+    <nav className="embed--DocumentWidgetHeader bg-background border-border max-w-screen flex flex-row justify-between border-b px-4 py-3 md:px-6">
       {/* Left side - Logo and title */}
       <div className="flex min-w-0 flex-1 items-center space-x-2 md:w-auto md:flex-none">
         <Link to="/" className="flex-shrink-0">
@@ -72,7 +73,7 @@ export const EnvelopeSignerHeader = () => {
       </div>
 
       {/* Right side - Desktop content */}
-      <div className="hidden items-center space-x-2 md:flex">
+      <div className="hidden items-center space-x-2 lg:flex">
         <p className="text-muted-foreground mr-2 flex-shrink-0 text-sm">
           <Plural
             one="1 Field Remaining"
@@ -85,7 +86,7 @@ export const EnvelopeSignerHeader = () => {
       </div>
 
       {/* Mobile Actions button */}
-      <div className="flex-shrink-0 md:hidden">
+      <div className="flex-shrink-0 lg:hidden">
         <MobileDropdownMenu />
       </div>
     </nav>
@@ -95,6 +96,8 @@ export const EnvelopeSignerHeader = () => {
 const MobileDropdownMenu = () => {
   const { envelope, recipient } = useRequiredEnvelopeSigningContext();
 
+  const { allowDocumentRejection } = useEmbedSigningContext() || {};
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger asChild>
@@ -119,7 +122,7 @@ const MobileDropdownMenu = () => {
           }
         />
 
-        {envelope.type === EnvelopeType.DOCUMENT && (
+        {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection !== false && (
           <DocumentSigningRejectDialog
             documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
             token={recipient.token}

apps/remix/app/components/general/envelope-signing/envelope-signer-page-renderer.tsx

@@ -1,7 +1,14 @@
 import { useEffect, useMemo } from 'react';
 
 import { Trans, useLingui } from '@lingui/react/macro';
-import { type Field, FieldType, RecipientRole, type Signature } from '@prisma/client';
+import {
+  type Field,
+  FieldType,
+  type Recipient,
+  RecipientRole,
+  type Signature,
+  SigningStatus,
+} from '@prisma/client';
 import type Konva from 'konva';
 import type { KonvaEventObject } from 'konva/lib/Node';
 import { match } from 'ts-pattern';
@@ -10,7 +17,9 @@ import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-rende
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { DIRECT_TEMPLATE_RECIPIENT_EMAIL } from '@documenso/lib/constants/direct-templates';
+import { isBase64Image } from '@documenso/lib/constants/signatures';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { ZFullFieldSchema } from '@documenso/lib/types/field';
 import { createSpinner } from '@documenso/lib/universal/field-renderer/field-generic-items';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
@@ -18,10 +27,12 @@ import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields
 import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
+import { EnvelopeRecipientFieldTooltip } from '@documenso/ui/components/document/envelope-recipient-field-tooltip';
 import { EnvelopeFieldToolTip } from '@documenso/ui/components/field/envelope-field-tooltip';
 import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { handleCheckboxFieldClick } from '~/utils/field-signing/checkbox-field';
 import { handleDropdownFieldClick } from '~/utils/field-signing/dropdown-field';
 import { handleEmailFieldClick } from '~/utils/field-signing/email-field';
@@ -34,6 +45,10 @@ import { handleTextFieldClick } from '~/utils/field-signing/text-field';
 import { useRequiredDocumentSigningAuthContext } from '../document-signing/document-signing-auth-provider';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
+type GenericLocalField = TEnvelope['fields'][number] & {
+  recipient: Pick<Recipient, 'id' | 'name' | 'email' | 'signingStatus'>;
+};
+
 export default function EnvelopeSignerPageRenderer() {
   const { t, i18n } = useLingui();
   const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
@@ -60,6 +75,8 @@ export default function EnvelopeSignerPageRenderer() {
     isDirectTemplate,
   } = useRequiredEnvelopeSigningContext();
 
+  const { onFieldSigned, onFieldUnsigned } = useEmbedSigningContext() || {};
+
   const {
     stage,
     pageLayer,
@@ -87,6 +104,36 @@ export default function EnvelopeSignerPageRenderer() {
     );
   }, [recipientFields, selectedAssistantRecipientFields, pageContext.pageNumber]);
 
+  /**
+   * Returns fields that have been fully signed by other recipients for this specific
+   * page.
+   */
+  const localPageOtherRecipientFields = useMemo((): GenericLocalField[] => {
+    const signedRecipients = envelope.recipients.filter(
+      (recipient) => recipient.signingStatus === SigningStatus.SIGNED,
+    );
+
+    return signedRecipients.flatMap((recipient) => {
+      return recipient.fields
+        .filter(
+          (field) =>
+            field.page === pageContext.pageNumber &&
+            field.envelopeItemId === currentEnvelopeItem?.id &&
+            (field.inserted || field.fieldMeta?.readOnly),
+        )
+        .map((field) => ({
+          ...field,
+          recipient: {
+            id: recipient.id,
+            name: recipient.name,
+            email: recipient.email,
+            signingStatus: recipient.signingStatus,
+            role: recipient.role,
+          },
+        }));
+    });
+  }, [envelope.recipients, pageContext.pageNumber]);
+
   const unsafeRenderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
@@ -372,13 +419,65 @@ export default function EnvelopeSignerPageRenderer() {
     }
   };
 
+  const renderFields = () => {
+    if (!pageLayer.current) {
+      console.error('Layer not loaded yet');
+      return;
+    }
+
+    // Render current recipient fields.
+    for (const field of localPageFields) {
+      renderFieldOnLayer(field);
+    }
+
+    // Render other recipient signed and inserted fields.
+    for (const field of localPageOtherRecipientFields) {
+      try {
+        renderField({
+          scale,
+          pageLayer: pageLayer.current,
+          field: {
+            renderId: field.id.toString(),
+            ...field,
+            width: Number(field.width),
+            height: Number(field.height),
+            positionX: Number(field.positionX),
+            positionY: Number(field.positionY),
+            fieldMeta: field.fieldMeta,
+          },
+          translations: getClientSideFieldTranslations(i18n),
+          pageWidth: unscaledViewport.width,
+          pageHeight: unscaledViewport.height,
+          color: 'readOnly',
+          editable: false,
+          mode: 'sign',
+        });
+      } catch (err) {
+        console.error('Unable to render one or more fields belonging to other recipients.');
+        console.error(err);
+      }
+    }
+  };
+
   const signField = async (
     fieldId: number,
     payload: TSignEnvelopeFieldValue,
     authOptions?: TRecipientActionAuth,
   ) => {
     try {
-      await signFieldInternal(fieldId, payload, authOptions);
+      const { inserted } = await signFieldInternal(fieldId, payload, authOptions);
+
+      // ?: The two callbacks below are used within the embedding context
+      if (inserted && onFieldSigned) {
+        const value = payload.value ? JSON.stringify(payload.value) : undefined;
+        const isBase64 = value ? isBase64Image(value) : undefined;
+
+        onFieldSigned({ fieldId, value, isBase64 });
+      }
+
+      if (!inserted && onFieldUnsigned) {
+        onFieldUnsigned({ fieldId });
+      }
     } catch (err) {
       console.error(err);
 
@@ -396,11 +495,7 @@ export default function EnvelopeSignerPageRenderer() {
    * Initialize the Konva page canvas and all fields and interactions.
    */
   const createPageCanvas = (currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
-    // Render the fields.
+    renderFields();
-    for (const field of localPageFields) {
-      renderFieldOnLayer(field);
-    }
-
     currentPageLayer.batchDraw();
   };
 
@@ -412,10 +507,7 @@ export default function EnvelopeSignerPageRenderer() {
       return;
     }
 
-    localPageFields.forEach((field) => {
+    renderFields();
-      console.log('Field changed/inserted, rendering on canvas');
-      renderFieldOnLayer(field);
-    });
 
     pageLayer.current.batchDraw();
   }, [localPageFields, showPendingFieldTooltip, fullName, signature, email]);
@@ -431,9 +523,7 @@ export default function EnvelopeSignerPageRenderer() {
     // Rerender the whole page.
     pageLayer.current.destroyChildren();
 
-    localPageFields.forEach((field) => {
+    renderFields();
-      renderFieldOnLayer(field);
-    });
 
     pageLayer.current.batchDraw();
   }, [selectedAssistantRecipient]);
@@ -460,6 +550,15 @@ export default function EnvelopeSignerPageRenderer() {
           </EnvelopeFieldToolTip>
         )}
 
+      {localPageOtherRecipientFields.map((field) => (
+        <EnvelopeRecipientFieldTooltip
+          key={field.id}
+          field={field}
+          showFieldStatus={true}
+          showRecipientTooltip={true}
+        />
+      ))}
+
       {/* The element Konva will inject it's canvas into. */}
       <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 

apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx

@@ -2,16 +2,19 @@ import { useMemo } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
 import { FieldType } from '@prisma/client';
-import { useNavigate, useSearchParams } from 'react-router';
+import { useNavigate, useRevalidator, useSearchParams } from 'react-router';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { isBase64Image } from '@documenso/lib/constants/signatures';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
 import { DocumentSigningCompleteDialog } from '../document-signing/document-signing-complete-dialog';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
@@ -19,8 +22,9 @@ export const EnvelopeSignerCompleteDialog = () => {
   const navigate = useNavigate();
   const analytics = useAnalytics();
 
-  const { toast } = useToast();
   const { t } = useLingui();
+  const { toast } = useToast();
+  const { revalidate } = useRevalidator();
 
   const [searchParams] = useSearchParams();
 
@@ -37,6 +41,8 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
+  const { onDocumentCompleted, onDocumentError } = useEmbedSigningContext() || {};
+
   const { mutateAsync: completeDocument, isPending } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
@@ -68,14 +74,13 @@ export const EnvelopeSignerCompleteDialog = () => {
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
   ) => {
-    const payload = {
+    try {
+      await completeDocument({
         token: recipient.token,
         documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-      authOptions: accessAuthOptions,
+        accessAuthOptions,
         ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
-    };
+      });
-
-    await completeDocument(payload);
 
       analytics.capture('App: Recipient has completed signing', {
         signerId: recipient.id,
@@ -83,11 +88,39 @@ export const EnvelopeSignerCompleteDialog = () => {
         timestamp: new Date().toISOString(),
       });
 
+      if (onDocumentCompleted) {
+        onDocumentCompleted({
+          token: recipient.token,
+          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+          recipientId: recipient.id,
+          envelopeId: envelope.id,
+        });
+
+        await revalidate();
+
+        return;
+      }
+
       if (envelope.documentMeta.redirectUrl) {
         window.location.href = envelope.documentMeta.redirectUrl;
       } else {
         await navigate(`/sign/${recipient.token}/complete`);
       }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
+        toast({
+          title: t`Something went wrong`,
+          description: t`We were unable to submit this document at this time. Please try again later.`,
+          variant: 'destructive',
+        });
+
+        onDocumentError?.();
+      }
+
+      throw err;
+    }
   };
 
   /**
@@ -105,8 +138,12 @@ export const EnvelopeSignerCompleteDialog = () => {
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
+      if (!recipient.directToken) {
+        throw new Error('Recipient direct token is required');
+      }
+
       const { token } = await createDocumentFromDirectTemplate({
-        directTemplateToken: recipient.token, // The direct template token is inserted into the recipient token for ease of use.
+        directTemplateToken: recipient.directToken, // The direct template token is inserted into the recipient token for ease of use.
         directTemplateExternalId,
         directRecipientName: recipientDetails?.name || fullName,
         directRecipientEmail: recipientDetails?.email || email,
@@ -132,18 +169,31 @@ export const EnvelopeSignerCompleteDialog = () => {
 
       const redirectUrl = envelope.documentMeta.redirectUrl;
 
+      if (onDocumentCompleted) {
+        await navigate({
+          pathname: `/embed/sign/${token}`,
+          search: window.location.search,
+          hash: window.location.hash,
+        });
+
+        return;
+      }
+
       if (redirectUrl) {
         window.location.href = redirectUrl;
       } else {
         await navigate(`/sign/${token}/complete`);
       }
     } catch (err) {
+      console.log('err', err);
       toast({
         title: t`Something went wrong`,
         description: t`We were unable to submit this document at this time. Please try again later.`,
         variant: 'destructive',
       });
 
+      onDocumentError?.();
+
       throw err;
     }
   };

apps/remix/app/components/general/envelope/envelope-drop-zone-wrapper.tsx

@@ -1,10 +1,15 @@
 import { type ReactNode, useState } from 'react';
 
-import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
-import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { Loader } from 'lucide-react';
-import { ErrorCode, type FileRejection, useDropzone } from 'react-dropzone';
+import {
+  ErrorCode as DropzoneErrorCode,
+  ErrorCode,
+  type FileRejection,
+  useDropzone,
+} from 'react-dropzone';
 import { Link, useNavigate, useParams } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -16,21 +21,26 @@ import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/l
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
-import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
+import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
-export interface DocumentDropZoneWrapperProps {
+export interface EnvelopeDropZoneWrapperProps {
   children: ReactNode;
+  type: EnvelopeType;
   className?: string;
 }
 
-export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZoneWrapperProps) => {
+export const EnvelopeDropZoneWrapper = ({
-  const { _ } = useLingui();
+  children,
+  type,
+  className,
+}: EnvelopeDropZoneWrapperProps) => {
+  const { t } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
   const { folderId } = useParams();
@@ -47,13 +57,13 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     TIME_ZONES.find((timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone) ??
     DEFAULT_DOCUMENT_TIME_ZONE;
 
-  const { quota, remaining, refreshLimits } = useLimits();
+  const { quota, remaining, refreshLimits, maximumEnvelopeItemCount } = useLimits();
 
-  const { mutateAsync: createDocument } = trpc.document.create.useMutation();
+  const { mutateAsync: createEnvelope } = trpc.envelope.create.useMutation();
 
   const isUploadDisabled = remaining.documents === 0 || !user.emailVerified;
 
-  const onFileDrop = async (file: File) => {
+  const onFileDrop = async (files: File[]) => {
     if (isUploadDisabled && IS_BILLING_ENABLED()) {
       await navigate(`/o/${organisation.url}/settings/billing`);
       return;
@@ -63,51 +73,67 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
       setIsLoading(true);
 
       const payload = {
-        title: file.name,
+        folderId,
+        type,
+        title: files[0].name,
+        meta: {
           timezone: userTimezone,
-        folderId: folderId ?? undefined,
+        },
-      } satisfies TCreateDocumentPayloadSchema;
+      } satisfies TCreateEnvelopePayload;
 
       const formData = new FormData();
 
       formData.append('payload', JSON.stringify(payload));
-      formData.append('file', file);
 
-      const { envelopeId: id } = await createDocument(formData);
+      for (const file of files) {
+        formData.append('files', file);
+      }
+
+      const { id } = await createEnvelope(formData);
 
       void refreshLimits();
 
       toast({
-        title: _(msg`Document uploaded`),
+        title: type === EnvelopeType.DOCUMENT ? t`Document uploaded` : t`Template uploaded`,
-        description: _(msg`Your document has been uploaded successfully.`),
+        description:
+          type === EnvelopeType.DOCUMENT
+            ? t`Your document has been uploaded successfully.`
+            : t`Your template has been uploaded successfully.`,
         duration: 5000,
       });
 
+      if (type === EnvelopeType.DOCUMENT) {
         analytics.capture('App: Document Uploaded', {
           userId: user.id,
           documentId: id,
           timestamp: new Date().toISOString(),
         });
+      }
 
-      await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
+      const pathPrefix =
+        type === EnvelopeType.DOCUMENT
+          ? formatDocumentsPath(team.url)
+          : formatTemplatesPath(team.url);
+
+      await navigate(`${pathPrefix}/${id}/edit`);
     } catch (err) {
       const error = AppError.parseError(err);
 
       const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs`)
+        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
         .with(
           AppErrorCode.LIMIT_EXCEEDED,
-          () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
+          () => t`You have reached your document limit for this month. Please upgrade your plan.`,
         )
         .with(
           'ENVELOPE_ITEM_LIMIT_EXCEEDED',
-          () => msg`You have reached the limit of the number of files per envelope`,
+          () => t`You have reached the limit of the number of files per envelope`,
         )
-        .otherwise(() => msg`An error occurred while uploading your document.`);
+        .otherwise(() => t`An error occurred during upload.`);
 
       toast({
-        title: _(msg`Error`),
+        title: t`Error`,
-        description: _(errorMessage),
+        description: errorMessage,
         variant: 'destructive',
         duration: 7500,
       });
@@ -121,6 +147,20 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
       return;
     }
 
+    const maxItemsReached = fileRejections.some((fileRejection) =>
+      fileRejection.errors.some((error) => error.code === DropzoneErrorCode.TooManyFiles),
+    );
+
+    if (maxItemsReached) {
+      toast({
+        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        duration: 5000,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
     // Since users can only upload only one file (no multi-upload), we only handle the first file rejection
     const { file, errors } = fileRejections[0];
 
@@ -148,14 +188,14 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     const description = (
       <>
         <span className="font-medium">
-          {file.name} <Trans>couldn't be uploaded:</Trans>
+          <Trans>{file.name} couldn't be uploaded:</Trans>
         </span>
         {errorNodes}
       </>
     );
 
     toast({
-      title: _(msg`Upload failed`),
+      title: t`Upload failed`,
       description,
       duration: 5000,
       variant: 'destructive',
@@ -165,17 +205,11 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     accept: {
       'application/pdf': ['.pdf'],
     },
-    //disabled: isUploadDisabled,
+    multiple: true,
-    multiple: false,
     maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
-    onDrop: ([acceptedFile]) => {
+    maxFiles: maximumEnvelopeItemCount,
-      if (acceptedFile) {
+    onDrop: (files) => void onFileDrop(files),
-        void onFileDrop(acceptedFile);
+    onDropRejected: onFileDropRejected,
-      }
-    },
-    onDropRejected: (fileRejections) => {
-      onFileDropRejected(fileRejections);
-    },
     noClick: true,
     noDragEventsBubbling: true,
   });
@@ -189,7 +223,11 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
         <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
           <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
             <h2 className="text-foreground text-2xl font-semibold">
+              {type === EnvelopeType.DOCUMENT ? (
                 <Trans>Upload Document</Trans>
+              ) : (
+                <Trans>Upload Template</Trans>
+              )}
             </h2>
 
             <p className="text-muted-foreground text-md mt-4">
@@ -224,7 +262,7 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
           <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
             <Loader className="text-primary h-12 w-12 animate-spin" />
             <p className="text-foreground mt-8 font-medium">
-              <Trans>Uploading document...</Trans>
+              <Trans>Uploading</Trans>
             </p>
           </div>
         </div>

apps/remix/app/components/general/envelope/envelope-upload-button.tsx

@@ -18,7 +18,7 @@ import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/t
 import { trpc } from '@documenso/trpc/react';
 import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
 import { cn } from '@documenso/ui/lib/utils';
-import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import { DocumentUploadButton } from '@documenso/ui/primitives/document-upload-button';
 import {
   Tooltip,
   TooltipContent,
@@ -175,13 +175,14 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
         <Tooltip>
           <TooltipTrigger asChild>
             <div>
-              <DocumentDropzone
+              <DocumentUploadButton
                 loading={isLoading}
                 disabled={remaining.documents === 0 || !user.emailVerified}
                 disabledMessage={disabledMessage}
                 onDrop={onFileDrop}
                 onDropRejected={onFileDropRejected}
-                type="envelope"
+                type={type}
+                internalVersion="2"
                 maxFiles={maximumEnvelopeItemCount}
               />
             </div>

apps/remix/app/components/general/folder/folder-grid.tsx

@@ -6,7 +6,6 @@ import { FolderIcon, HomeIcon } from 'lucide-react';
 import { Link } from 'react-router';
 
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { IS_ENVELOPES_ENABLED } from '@documenso/lib/constants/app';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
@@ -17,11 +16,11 @@ import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
 import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
 import { FolderUpdateDialog } from '~/components/dialogs/folder-update-dialog';
 import { TemplateCreateDialog } from '~/components/dialogs/template-create-dialog';
-import { DocumentUploadButton } from '~/components/general/document/document-upload-button';
+import { DocumentUploadButtonLegacy } from '~/components/general/document/document-upload-button-legacy';
 import { FolderCard, FolderCardEmpty } from '~/components/general/folder/folder-card';
 import { useCurrentTeam } from '~/providers/team';
 
-import { EnvelopeUploadButton } from '../document/envelope-upload-button';
+import { EnvelopeUploadButton } from '../envelope/envelope-upload-button';
 
 export type FolderGridProps = {
   type: FolderType;
@@ -99,14 +98,12 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
         </div>
 
         <div className="flex gap-4 sm:flex-row sm:justify-end">
-          {(IS_ENVELOPES_ENABLED || organisation.organisationClaim.flags.allowEnvelopes) && (
           <EnvelopeUploadButton type={type} folderId={parentId || undefined} />
-          )}
 
           {type === FolderType.DOCUMENT ? (
-            <DocumentUploadButton />
+            <DocumentUploadButtonLegacy /> // If you delete this, delete the component as well.
           ) : (
-            <TemplateCreateDialog folderId={parentId ?? undefined} />
+            <TemplateCreateDialog folderId={parentId ?? undefined} /> // If you delete this, delete the component as well.
           )}
 
           <FolderCreateDialog type={type} />

apps/remix/app/components/general/template/template-drop-zone-wrapper.tsx

@@ -1,171 +0,0 @@
-import { type ReactNode, useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
-import { ErrorCode, type FileRejection, useDropzone } from 'react-dropzone';
-import { useNavigate, useParams } from 'react-router';
-import { match } from 'ts-pattern';
-
-import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { formatTemplatesPath } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
-import { cn } from '@documenso/ui/lib/utils';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export interface TemplateDropZoneWrapperProps {
-  children: ReactNode;
-  className?: string;
-}
-
-export const TemplateDropZoneWrapper = ({ children, className }: TemplateDropZoneWrapperProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-  const { folderId } = useParams();
-
-  const team = useCurrentTeam();
-
-  const navigate = useNavigate();
-
-  const [isLoading, setIsLoading] = useState(false);
-
-  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
-
-  const onFileDrop = async (file: File) => {
-    try {
-      setIsLoading(true);
-
-      const payload = {
-        title: file.name,
-        folderId: folderId ?? undefined,
-      } satisfies TCreateTemplatePayloadSchema;
-
-      const formData = new FormData();
-
-      formData.append('payload', JSON.stringify(payload));
-      formData.append('file', file);
-
-      const { envelopeId: id } = await createTemplate(formData);
-
-      toast({
-        title: _(msg`Template uploaded`),
-        description: _(
-          msg`Your template has been uploaded successfully. You will be redirected to the template page.`,
-        ),
-        duration: 5000,
-      });
-
-      await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
-    } catch {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`Please try again later.`),
-        variant: 'destructive',
-      });
-    } finally {
-      setIsLoading(false);
-    }
-  };
-
-  const onFileDropRejected = (fileRejections: FileRejection[]) => {
-    if (!fileRejections.length) {
-      return;
-    }
-
-    // Since users can only upload only one file (no multi-upload), we only handle the first file rejection
-    const { file, errors } = fileRejections[0];
-
-    if (!errors.length) {
-      return;
-    }
-
-    const errorNodes = errors.map((error, index) => (
-      <span key={index} className="block">
-        {match(error.code)
-          .with(ErrorCode.FileTooLarge, () => (
-            <Trans>File is larger than {APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB</Trans>
-          ))
-          .with(ErrorCode.FileInvalidType, () => <Trans>Only PDF files are allowed</Trans>)
-          .with(ErrorCode.FileTooSmall, () => <Trans>File is too small</Trans>)
-          .with(ErrorCode.TooManyFiles, () => (
-            <Trans>Only one file can be uploaded at a time</Trans>
-          ))
-          .otherwise(() => (
-            <Trans>Unknown error</Trans>
-          ))}
-      </span>
-    ));
-
-    const description = (
-      <>
-        <span className="font-medium">
-          {file.name} <Trans>couldn't be uploaded:</Trans>
-        </span>
-        {errorNodes}
-      </>
-    );
-
-    toast({
-      title: _(msg`Upload failed`),
-      description,
-      duration: 5000,
-      variant: 'destructive',
-    });
-  };
-
-  const { getRootProps, getInputProps, isDragActive } = useDropzone({
-    accept: {
-      'application/pdf': ['.pdf'],
-    },
-    //disabled: isUploadDisabled,
-    multiple: false,
-    maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
-    onDrop: ([acceptedFile]) => {
-      if (acceptedFile) {
-        void onFileDrop(acceptedFile);
-      }
-    },
-    onDropRejected: (fileRejections) => {
-      onFileDropRejected(fileRejections);
-    },
-    noClick: true,
-    noDragEventsBubbling: true,
-  });
-
-  return (
-    <div {...getRootProps()} className={cn('relative min-h-screen', className)}>
-      <input {...getInputProps()} />
-      {children}
-
-      {isDragActive && (
-        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
-          <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
-            <h2 className="text-foreground text-2xl font-semibold">
-              <Trans>Upload Template</Trans>
-            </h2>
-
-            <p className="text-muted-foreground text-md mt-4">
-              <Trans>Drag and drop your PDF file here</Trans>
-            </p>
-          </div>
-        </div>
-      )}
-
-      {isLoading && (
-        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
-          <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
-            <Loader className="text-primary h-12 w-12 animate-spin" />
-            <p className="text-foreground mt-8 font-medium">
-              <Trans>Uploading template...</Trans>
-            </p>
-          </div>
-        </div>
-      )}
-    </div>
-  );
-};

apps/remix/app/components/general/template/template-page-view-information.tsx

@@ -7,11 +7,13 @@ import type { User } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 
 export type TemplatePageViewInformationProps = {
   userId: number;
   template: {
     userId: number;
+    secondaryId: string;
     createdAt: Date;
     updatedAt: Date;
     user: Pick<User, 'id' | 'name' | 'email'>;
@@ -43,6 +45,10 @@ export const TemplatePageViewInformation = ({
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
+      {
+        description: msg`Template ID (Legacy)`,
+        value: mapSecondaryIdToTemplateId(template.secondaryId),
+      },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [isMounted, template, userId]);

apps/remix/app/components/tables/admin-organisation-overview-table.tsx

@@ -2,40 +2,49 @@ import { useEffect, useMemo, useState, useTransition } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import { ChevronDownIcon, ChevronUpIcon, ChevronsUpDown, Loader } from 'lucide-react';
+import { Link } from 'react-router';
 
 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { DateRange } from '@documenso/lib/types/search-params';
 import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
 import { Input } from '@documenso/ui/primitives/input';
 
-export type SigningVolume = {
+export type OrganisationOverview = {
-  id: number;
+  id: string;
   name: string;
   signingVolume: number;
   createdAt: Date;
-  planId: string;
+  customerId: string;
+  subscriptionStatus?: string;
+  isActive?: boolean;
+  teamCount?: number;
+  memberCount?: number;
 };
 
-type LeaderboardTableProps = {
+type OrganisationOverviewTableProps = {
-  signingVolume: SigningVolume[];
+  organisations: OrganisationOverview[];
   totalPages: number;
   perPage: number;
   page: number;
   sortBy: 'name' | 'createdAt' | 'signingVolume';
   sortOrder: 'asc' | 'desc';
+  dateRange: DateRange;
 };
 
-export const AdminLeaderboardTable = ({
+export const AdminOrganisationOverviewTable = ({
-  signingVolume,
+  organisations,
   totalPages,
   perPage,
   page,
   sortBy,
   sortOrder,
-}: LeaderboardTableProps) => {
+  dateRange,
+}: OrganisationOverviewTableProps) => {
   const { _, i18n } = useLingui();
 
   const [isPending, startTransition] = useTransition();
@@ -67,17 +76,16 @@ export const AdminLeaderboardTable = ({
         cell: ({ row }) => {
           return (
             <div>
-              <a
+              <Link
-                className="text-primary underline"
+                className="hover:underline"
-                href={`https://dashboard.stripe.com/subscriptions/${row.original.planId}`}
+                to={`/admin/organisation-insights/${row.original.id}?dateRange=${dateRange}`}
-                target="_blank"
               >
                 {row.getValue('name')}
-              </a>
+              </Link>
             </div>
           );
         },
-        size: 250,
+        size: 240,
       },
       {
         header: () => (
@@ -85,7 +93,9 @@ export const AdminLeaderboardTable = ({
             className="flex cursor-pointer items-center"
             onClick={() => handleColumnSort('signingVolume')}
           >
-            {_(msg`Signing Volume`)}
+            <span className="whitespace-nowrap">
+              <Trans>Document Volume</Trans>
+            </span>
             {sortBy === 'signingVolume' ? (
               sortOrder === 'asc' ? (
                 <ChevronUpIcon className="ml-2 h-4 w-4" />
@@ -99,6 +109,23 @@ export const AdminLeaderboardTable = ({
         ),
         accessorKey: 'signingVolume',
         cell: ({ row }) => <div>{Number(row.getValue('signingVolume'))}</div>,
+        size: 160,
+      },
+      {
+        header: () => {
+          return <Trans>Teams</Trans>;
+        },
+        accessorKey: 'teamCount',
+        cell: ({ row }) => <div>{Number(row.original.teamCount) || 0}</div>,
+        size: 120,
+      },
+      {
+        header: () => {
+          return <Trans>Members</Trans>;
+        },
+        accessorKey: 'memberCount',
+        cell: ({ row }) => <div>{Number(row.original.memberCount) || 0}</div>,
+        size: 160,
       },
       {
         header: () => {
@@ -107,7 +134,9 @@ export const AdminLeaderboardTable = ({
               className="flex cursor-pointer items-center"
               onClick={() => handleColumnSort('createdAt')}
             >
-              {_(msg`Created`)}
+              <span className="whitespace-nowrap">
+                <Trans>Created</Trans>
+              </span>
               {sortBy === 'createdAt' ? (
                 sortOrder === 'asc' ? (
                   <ChevronUpIcon className="ml-2 h-4 w-4" />
@@ -121,10 +150,11 @@ export const AdminLeaderboardTable = ({
           );
         },
         accessorKey: 'createdAt',
-        cell: ({ row }) => i18n.date(row.original.createdAt),
+        cell: ({ row }) => i18n.date(new Date(row.original.createdAt)),
+        size: 120,
       },
-    ] satisfies DataTableColumnDef<SigningVolume>[];
+    ] satisfies DataTableColumnDef<OrganisationOverview>[];
-  }, [sortOrder, sortBy]);
+  }, [sortOrder, sortBy, dateRange]);
 
   useEffect(() => {
     startTransition(() => {
@@ -169,13 +199,13 @@ export const AdminLeaderboardTable = ({
       <Input
         className="my-6 flex flex-row gap-4"
         type="text"
-        placeholder={_(msg`Search by name or email`)}
+        placeholder={_(msg`Search by organisation name`)}
         value={searchString}
         onChange={handleChange}
       />
       <DataTable
         columns={columns}
-        data={signingVolume}
+        data={organisations}
         perPage={perPage}
         currentPage={page}
         totalPages={totalPages}

apps/remix/app/components/tables/admin-organisations-table.tsx

@@ -93,13 +93,31 @@ export const AdminOrganisationsTable = ({
         ),
       },
       {
-        header: t`Status`,
+        id: 'role',
+        header: t`Role`,
         cell: ({ row }) => (
           <Badge variant="neutral">
             {row.original.owner.id === memberUserId ? t`Owner` : t`Member`}
           </Badge>
         ),
       },
+      {
+        id: 'billingStatus',
+        header: t`Status`,
+        cell: ({ row }) => {
+          const subscription = row.original.subscription;
+          const isPaid = subscription && subscription.status === 'ACTIVE';
+          return (
+            <div
+              className={`inline-flex items-center rounded-full px-2 py-1 text-xs font-medium ${
+                isPaid ? 'bg-green-100 text-green-800' : 'bg-gray-100 text-gray-800'
+              }`}
+            >
+              {isPaid ? t`Paid` : t`Free`}
+            </div>
+          );
+        },
+      },
       {
         header: t`Subscription`,
         cell: ({ row }) =>
@@ -168,7 +186,7 @@ export const AdminOrganisationsTable = ({
         onPaginationChange={onPaginationChange}
         columnVisibility={{
           owner: showOwnerColumn,
-          status: memberUserId !== undefined,
+          role: memberUserId !== undefined,
         }}
         error={{
           enable: isLoadingError,

apps/remix/app/components/tables/organisation-insights-table.tsx

@@ -0,0 +1,287 @@
+import { useTransition } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Building2, Loader, TrendingUp, Users } from 'lucide-react';
+import { Link } from 'react-router';
+import { useNavigation } from 'react-router';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { OrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
+import type { DateRange } from '@documenso/lib/types/search-params';
+import type { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import { Button } from '@documenso/ui/primitives/button';
+import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+
+import { DateRangeFilter } from '~/components/filters/date-range-filter';
+import { DocumentStatus } from '~/components/general/document/document-status';
+
+type OrganisationInsightsTableProps = {
+  insights: OrganisationDetailedInsights;
+  page: number;
+  perPage: number;
+  dateRange: DateRange;
+  view: 'teams' | 'users' | 'documents';
+};
+
+export const OrganisationInsightsTable = ({
+  insights,
+  page,
+  perPage,
+  dateRange,
+  view,
+}: OrganisationInsightsTableProps) => {
+  const { _, i18n } = useLingui();
+  const [isPending, startTransition] = useTransition();
+  const navigation = useNavigation();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const isLoading = isPending || navigation.state === 'loading';
+
+  const onPaginationChange = (newPage: number, newPerPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page: newPage,
+        perPage: newPerPage,
+      });
+    });
+  };
+
+  const handleViewChange = (newView: 'teams' | 'users' | 'documents') => {
+    startTransition(() => {
+      updateSearchParams({
+        view: newView,
+        page: 1,
+      });
+    });
+  };
+
+  const teamsColumns = [
+    {
+      header: _(msg`Team Name`),
+      accessorKey: 'name',
+      cell: ({ row }) => <span className="block max-w-full truncate">{row.getValue('name')}</span>,
+      size: 240,
+    },
+    {
+      header: _(msg`Members`),
+      accessorKey: 'memberCount',
+      cell: ({ row }) => Number(row.getValue('memberCount')),
+      size: 120,
+    },
+    {
+      header: _(msg`Documents`),
+      accessorKey: 'documentCount',
+      cell: ({ row }) => Number(row.getValue('documentCount')),
+      size: 140,
+    },
+    {
+      header: _(msg`Created`),
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(new Date(row.getValue('createdAt'))),
+      size: 160,
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.teams)[number]>[];
+
+  const usersColumns = [
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Name`)}</span>,
+      accessorKey: 'name',
+      cell: ({ row }) => (
+        <Link
+          className="block max-w-full truncate hover:underline"
+          to={`/admin/users/${row.original.id}`}
+        >
+          {(row.getValue('name') as string) || (row.getValue('email') as string)}
+        </Link>
+      ),
+      size: 220,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Email`)}</span>,
+      accessorKey: 'email',
+      cell: ({ row }) => <span className="block max-w-full truncate">{row.getValue('email')}</span>,
+      size: 260,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Documents Created`)}</span>,
+      accessorKey: 'documentCount',
+      cell: ({ row }) => Number(row.getValue('documentCount')),
+      size: 180,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Documents Completed`)}</span>,
+      accessorKey: 'signedDocumentCount',
+      cell: ({ row }) => Number(row.getValue('signedDocumentCount')),
+      size: 180,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Joined`)}</span>,
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(new Date(row.getValue('createdAt'))),
+      size: 160,
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.users)[number]>[];
+
+  const documentsColumns = [
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Title`)}</span>,
+      accessorKey: 'title',
+      cell: ({ row }) => (
+        <Link
+          className="block max-w-[200px] truncate hover:underline"
+          to={`/admin/documents/${row.original.id}`}
+          title={row.getValue('title') as string}
+        >
+          {row.getValue('title')}
+        </Link>
+      ),
+      size: 200,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Status`)}</span>,
+      accessorKey: 'status',
+      cell: ({ row }) => (
+        <DocumentStatus status={row.getValue('status') as ExtendedDocumentStatus} />
+      ),
+      size: 120,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Team`)}</span>,
+      accessorKey: 'teamName',
+      cell: ({ row }) => (
+        <span className="block max-w-[150px] truncate" title={row.getValue('teamName') as string}>
+          {row.getValue('teamName')}
+        </span>
+      ),
+      size: 150,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Created`)}</span>,
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(new Date(row.getValue('createdAt'))),
+      size: 140,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Completed`)}</span>,
+      accessorKey: 'completedAt',
+      cell: ({ row }) => {
+        const completedAt = row.getValue('completedAt') as Date | null;
+
+        return completedAt ? i18n.date(new Date(completedAt)) : '-';
+      },
+      size: 140,
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.documents)[number]>[];
+
+  const getCurrentData = (): unknown[] => {
+    switch (view) {
+      case 'teams':
+        return insights.teams;
+      case 'users':
+        return insights.users;
+      case 'documents':
+        return insights.documents;
+      default:
+        return [];
+    }
+  };
+
+  const getCurrentColumns = (): DataTableColumnDef<unknown>[] => {
+    switch (view) {
+      case 'teams':
+        return teamsColumns as unknown as DataTableColumnDef<unknown>[];
+      case 'users':
+        return usersColumns as unknown as DataTableColumnDef<unknown>[];
+      case 'documents':
+        return documentsColumns as unknown as DataTableColumnDef<unknown>[];
+      default:
+        return [];
+    }
+  };
+
+  return (
+    <div className="relative">
+      {insights.summary && (
+        <div className="mb-6 grid grid-cols-2 gap-4 md:grid-cols-3">
+          <SummaryCard icon={Building2} title={_(msg`Teams`)} value={insights.summary.totalTeams} />
+          <SummaryCard icon={Users} title={_(msg`Members`)} value={insights.summary.totalMembers} />
+          <SummaryCard
+            icon={TrendingUp}
+            title={_(msg`Documents Completed`)}
+            value={insights.summary.volumeThisPeriod}
+          />
+        </div>
+      )}
+
+      <div className="mb-6 flex items-center justify-between">
+        <div className="flex gap-2">
+          <Button
+            variant={view === 'teams' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('teams')}
+            disabled={isLoading}
+          >
+            {_(msg`Teams`)}
+          </Button>
+          <Button
+            variant={view === 'users' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('users')}
+            disabled={isLoading}
+          >
+            {_(msg`Users`)}
+          </Button>
+          <Button
+            variant={view === 'documents' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('documents')}
+            disabled={isLoading}
+          >
+            {_(msg`Documents`)}
+          </Button>
+        </div>
+        <DateRangeFilter currentRange={dateRange} />
+      </div>
+
+      <div className={view === 'documents' ? 'overflow-hidden' : undefined}>
+        <DataTable<unknown, unknown>
+          columns={getCurrentColumns()}
+          data={getCurrentData()}
+          perPage={perPage}
+          currentPage={page}
+          totalPages={insights.totalPages}
+          onPaginationChange={onPaginationChange}
+        >
+          {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+        </DataTable>
+      </div>
+
+      {isLoading && (
+        <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>
+  );
+};
+
+const SummaryCard = ({
+  icon: Icon,
+  title,
+  value,
+  subtitle,
+}: {
+  icon: React.ComponentType<{ className?: string }>;
+  title: string;
+  value: number;
+  subtitle?: string;
+}) => (
+  <div className="bg-card flex items-start gap-x-2 rounded-lg border px-4 py-3">
+    <Icon className="text-muted-foreground h-4 w-4 items-start" />
+    <div className="-mt-0.5 space-y-2">
+      <p className="text-muted-foreground text-sm font-medium">{title}</p>
+      <p className="text-2xl font-bold">{value}</p>
+      {subtitle && <p className="text-muted-foreground text-xs">{subtitle}</p>}
+    </div>
+  </div>
+);

apps/remix/app/components/tables/user-organisations-table.tsx

@@ -56,7 +56,14 @@ export const UserOrganisationsTable = () => {
               avatarFallback={row.original.name.slice(0, 1).toUpperCase()}
               primaryText={
                 <span className="text-foreground/80 font-semibold">
-                  {isPersonalLayoutMode ? _(msg`Personal`) : row.original.name}
+                  {isPersonalLayoutMode
+                    ? _(
+                        msg({
+                          message: `Personal`,
+                          context: `Personal organisation (adjective)`,
+                        }),
+                      )
+                    : row.original.name}
                 </span>
               }
               secondaryText={

apps/remix/app/routes/_authenticated+/_layout.tsx

@@ -88,14 +88,12 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
             ? {
                 heading: msg`Organisation not found`,
                 subHeading: msg`404 Organisation not found`,
-                message: msg`The organisation you are looking for may have been removed, renamed or may have never
+                message: msg`The organisation you are looking for may have been removed, renamed or may have never existed.`,
-                  existed.`,
               }
             : {
                 heading: msg`Team not found`,
                 subHeading: msg`404 Team not found`,
-                message: msg`The team you are looking for may have been removed, renamed or may have never
+                message: msg`The team you are looking for may have been removed, renamed or may have never existed.`,
-                  existed.`,
               },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/admin+/_layout.tsx

@@ -114,13 +114,13 @@ export default function AdminLayout() {
             variant="ghost"
             className={cn(
               'justify-start md:w-full',
-              pathname?.startsWith('/admin/leaderboard') && 'bg-secondary',
+              pathname?.startsWith('/admin/organisation-insights') && 'bg-secondary',
             )}
             asChild
           >
-            <Link to="/admin/leaderboard">
+            <Link to="/admin/organisation-insights">
               <Trophy className="mr-2 h-5 w-5" />
-              <Trans>Leaderboard</Trans>
+              <Trans>Organisation Insights</Trans>
             </Link>
           </Button>
 
@@ -128,7 +128,7 @@ export default function AdminLayout() {
             variant="ghost"
             className={cn(
               'justify-start md:w-full',
-              pathname?.startsWith('/admin/banner') && 'bg-secondary',
+              pathname?.startsWith('/admin/site-settings') && 'bg-secondary',
             )}
             asChild
           >

apps/remix/app/routes/_authenticated+/admin+/leaderboard.tsx

@@ -1,77 +0,0 @@
-import { Trans } from '@lingui/react/macro';
-
-import { getSigningVolume } from '@documenso/lib/server-only/admin/get-signing-volume';
-
-import {
-  AdminLeaderboardTable,
-  type SigningVolume,
-} from '~/components/tables/admin-leaderboard-table';
-
-import type { Route } from './+types/leaderboard';
-
-export async function loader({ request }: Route.LoaderArgs) {
-  const url = new URL(request.url);
-
-  const rawSortBy = url.searchParams.get('sortBy') || 'signingVolume';
-  const rawSortOrder = url.searchParams.get('sortOrder') || 'desc';
-
-  // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-  const sortOrder = (['asc', 'desc'].includes(rawSortOrder) ? rawSortOrder : 'desc') as
-    | 'asc'
-    | 'desc';
-  // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-  const sortBy = (
-    ['name', 'createdAt', 'signingVolume'].includes(rawSortBy) ? rawSortBy : 'signingVolume'
-  ) as 'name' | 'createdAt' | 'signingVolume';
-
-  const page = Number(url.searchParams.get('page')) || 1;
-  const perPage = Number(url.searchParams.get('perPage')) || 10;
-  const search = url.searchParams.get('search') || '';
-
-  const { leaderboard, totalPages } = await getSigningVolume({
-    search,
-    page,
-    perPage,
-    sortBy,
-    sortOrder,
-  });
-
-  const typedSigningVolume: SigningVolume[] = leaderboard.map((item) => ({
-    ...item,
-    name: item.name || '',
-    createdAt: item.createdAt || new Date(),
-  }));
-
-  return {
-    signingVolume: typedSigningVolume,
-    totalPages,
-    page,
-    perPage,
-    sortBy,
-    sortOrder,
-  };
-}
-
-export default function Leaderboard({ loaderData }: Route.ComponentProps) {
-  const { signingVolume, totalPages, page, perPage, sortBy, sortOrder } = loaderData;
-
-  return (
-    <div>
-      <div className="flex items-center">
-        <h2 className="text-4xl font-semibold">
-          <Trans>Signing Volume</Trans>
-        </h2>
-      </div>
-      <div className="mt-8">
-        <AdminLeaderboardTable
-          signingVolume={signingVolume}
-          totalPages={totalPages}
-          page={page}
-          perPage={perPage}
-          sortBy={sortBy}
-          sortOrder={sortOrder}
-        />
-      </div>
-    </div>
-  );
-}

apps/remix/app/routes/_authenticated+/admin+/organisation-insights.$id.tsx

@@ -0,0 +1,59 @@
+import { getOrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
+import type { DateRange } from '@documenso/lib/types/search-params';
+import { getAdminOrganisation } from '@documenso/trpc/server/admin-router/get-admin-organisation';
+
+import { OrganisationInsightsTable } from '~/components/tables/organisation-insights-table';
+
+import type { Route } from './+types/organisation-insights.$id';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { id } = params;
+  const url = new URL(request.url);
+
+  const page = Number(url.searchParams.get('page')) || 1;
+  const perPage = Number(url.searchParams.get('perPage')) || 10;
+  const dateRange = (url.searchParams.get('dateRange') || 'last30days') as DateRange;
+  const view = (url.searchParams.get('view') || 'teams') as 'teams' | 'users' | 'documents';
+
+  const [insights, organisation] = await Promise.all([
+    getOrganisationDetailedInsights({
+      organisationId: id,
+      page,
+      perPage,
+      dateRange,
+      view,
+    }),
+    getAdminOrganisation({ organisationId: id }),
+  ]);
+
+  return {
+    organisationId: id,
+    organisationName: organisation.name,
+    insights,
+    page,
+    perPage,
+    dateRange,
+    view,
+  };
+}
+
+export default function OrganisationInsights({ loaderData }: Route.ComponentProps) {
+  const { insights, page, perPage, dateRange, view, organisationName } = loaderData;
+
+  return (
+    <div>
+      <div className="flex items-center justify-between">
+        <h2 className="text-4xl font-semibold">{organisationName}</h2>
+      </div>
+      <div className="mt-8">
+        <OrganisationInsightsTable
+          insights={insights}
+          page={page}
+          perPage={perPage}
+          dateRange={dateRange}
+          view={view}
+        />
+      </div>
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/admin+/organisation-insights._index.tsx

@@ -0,0 +1,91 @@
+import { Trans } from '@lingui/react/macro';
+
+import { getOrganisationInsights } from '@documenso/lib/server-only/admin/get-signing-volume';
+import type { DateRange } from '@documenso/lib/types/search-params';
+
+import { DateRangeFilter } from '~/components/filters/date-range-filter';
+import {
+  AdminOrganisationOverviewTable,
+  type OrganisationOverview,
+} from '~/components/tables/admin-organisation-overview-table';
+
+import type { Route } from './+types/organisation-insights._index';
+
+export async function loader({ request }: Route.LoaderArgs) {
+  const url = new URL(request.url);
+
+  const rawSortBy = url.searchParams.get('sortBy') || 'signingVolume';
+  const rawSortOrder = url.searchParams.get('sortOrder') || 'desc';
+
+  const isSortOrder = (value: string): value is 'asc' | 'desc' =>
+    value === 'asc' || value === 'desc';
+  const isSortBy = (value: string): value is 'name' | 'createdAt' | 'signingVolume' =>
+    value === 'name' || value === 'createdAt' || value === 'signingVolume';
+
+  const sortOrder: 'asc' | 'desc' = isSortOrder(rawSortOrder) ? rawSortOrder : 'desc';
+  const sortBy: 'name' | 'createdAt' | 'signingVolume' = isSortBy(rawSortBy)
+    ? rawSortBy
+    : 'signingVolume';
+
+  const page = Number(url.searchParams.get('page')) || 1;
+  const perPage = Number(url.searchParams.get('perPage')) || 10;
+  const search = url.searchParams.get('search') || '';
+  const dateRange = (url.searchParams.get('dateRange') || 'last30days') as DateRange;
+
+  const { organisations, totalPages } = await getOrganisationInsights({
+    search,
+    page,
+    perPage,
+    sortBy,
+    sortOrder,
+    dateRange,
+  });
+
+  const typedOrganisations: OrganisationOverview[] = organisations.map((item) => ({
+    id: String(item.id),
+    name: item.name || '',
+    signingVolume: item.signingVolume,
+    createdAt: item.createdAt || new Date(),
+    customerId: item.customerId || '',
+    subscriptionStatus: item.subscriptionStatus,
+    teamCount: item.teamCount || 0,
+    memberCount: item.memberCount || 0,
+  }));
+
+  return {
+    organisations: typedOrganisations,
+    totalPages,
+    page,
+    perPage,
+    sortBy,
+    sortOrder,
+    dateRange,
+  };
+}
+
+export default function Organisations({ loaderData }: Route.ComponentProps) {
+  const { organisations, totalPages, page, perPage, sortBy, sortOrder, dateRange } = loaderData;
+
+  return (
+    <div>
+      <div className="flex items-center justify-between">
+        <h2 className="text-4xl font-semibold">
+          <Trans>Organisation Insights</Trans>
+        </h2>
+        <DateRangeFilter currentRange={dateRange} />
+      </div>
+
+      <div className="mt-8">
+        <AdminOrganisationOverviewTable
+          organisations={organisations}
+          totalPages={totalPages}
+          page={page}
+          perPage={perPage}
+          sortBy={sortBy}
+          sortOrder={sortOrder}
+          dateRange={dateRange}
+        />
+      </div>
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx

@@ -142,8 +142,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
           404: {
             heading: msg`Organisation not found`,
             subHeading: msg`404 Organisation not found`,
-            message: msg`The organisation you are looking for may have been removed, renamed or may have never
+            message: msg`The organisation you are looking for may have been removed, renamed or may have never existed.`,
-                    existed.`,
           },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/admin+/users.$id.tsx

@@ -59,8 +59,7 @@ export default function UserPage({ params }: { params: { id: number } }) {
           404: {
             heading: msg`User not found`,
             subHeading: msg`404 User not found`,
-            message: msg`The user you are looking for may have been removed, renamed or may have never
+            message: msg`The user you are looking for may have been removed, renamed or may have never existed.`,
-                    existed.`,
           },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.email-domains.$id.tsx

@@ -117,8 +117,7 @@ export default function OrganisationEmailDomainSettingsPage({ params }: Route.Co
           404: {
             heading: msg`Email domain not found`,
             subHeading: msg`404 Email domain not found`,
-            message: msg`The email domain you are looking for may have been removed, renamed or may have never
+            message: msg`The email domain you are looking for may have been removed, renamed or may have never existed.`,
-                    existed.`,
           },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.groups.$id.tsx

@@ -89,8 +89,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
           404: {
             heading: msg`Organisation group not found`,
             subHeading: msg`404 Organisation group not found`,
-            message: msg`The organisation group you are looking for may have been removed, renamed or may have never
+            message: msg`The organisation group you are looking for may have been removed, renamed or may have never existed.`,
-                    existed.`,
           },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/t.$teamUrl+/_layout.tsx

@@ -60,8 +60,7 @@ export default function Layout() {
           404: {
             heading: msg`Team not found`,
             subHeading: msg`404 Team not found`,
-            message: msg`The team you are looking for may have been removed, renamed or may have never
+            message: msg`The team you are looking for may have been removed, renamed or may have never existed.`,
-                existed.`,
           },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id._index.tsx

@@ -71,8 +71,7 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Not found`,
             subHeading: msg`404 Not found`,
-            message: msg`The document you are looking for may have been removed, renamed or may have never
+            message: msg`The document you are looking for may have been removed, renamed or may have never existed.`,
-                  existed.`,
           },
         }}
         primaryButton={
@@ -127,7 +126,11 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
                   position="bottom"
                 >
                   <span>
-                    <Trans>{envelope.recipients.length} Recipient(s)</Trans>
+                    <Plural
+                      value={envelope.recipients.length}
+                      one="# Recipient"
+                      other="# Recipients"
+                    />
                   </span>
                 </StackAvatarsWithTooltip>
               </div>
@@ -148,8 +151,12 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
             <EnvelopeRenderProvider
               envelope={envelope}
               token={undefined}
-              fields={envelope.status == DocumentStatus.COMPLETED ? [] : envelope.fields}
+              fields={envelope.fields}
-              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+              recipients={envelope.recipients}
+              overrideSettings={{
+                showRecipientSigningStatus: true,
+                showRecipientTooltip: true,
+              }}
             >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.edit.tsx

@@ -82,8 +82,7 @@ export default function EnvelopeEditorPage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Not found`,
             subHeading: msg`404 Not found`,
-            message: msg`The document you are looking for may have been removed, renamed or may have never
+            message: msg`The document you are looking for may have been removed, renamed or may have never existed.`,
-                  existed.`,
           },
         }}
         primaryButton={
@@ -103,7 +102,7 @@ export default function EnvelopeEditorPage({ params }: Route.ComponentProps) {
         envelope={envelope}
         token={undefined}
         fields={envelope.fields}
-        recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+        recipients={envelope.recipients}
       >
         <EnvelopeEditor />
       </EnvelopeRenderProvider>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx

@@ -1,6 +1,7 @@
 import { useEffect, useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { FolderType, OrganisationType } from '@prisma/client';
 import { useParams, useSearchParams } from 'react-router';
 import { Link } from 'react-router';
@@ -18,9 +19,9 @@ import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/av
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 
 import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
-import { DocumentDropZoneWrapper } from '~/components/general/document/document-drop-zone-wrapper';
 import { DocumentSearch } from '~/components/general/document/document-search';
 import { DocumentStatus } from '~/components/general/document/document-status';
+import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-drop-zone-wrapper';
 import { FolderGrid } from '~/components/general/folder/folder-grid';
 import { PeriodSelector } from '~/components/general/period-selector';
 import { DocumentsTable } from '~/components/tables/documents-table';
@@ -108,9 +109,8 @@ export default function DocumentsPage() {
     }
   }, [data?.stats]);
 
-  // Todo: Envelopes - Change the dropzone wrapper to create to V2 documents after we're ready.
   return (
-    <DocumentDropZoneWrapper>
+    <EnvelopeDropZoneWrapper type={EnvelopeType.DOCUMENT}>
       <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
         <FolderGrid type={FolderType.DOCUMENT} parentId={folderId ?? null} />
 
@@ -210,6 +210,6 @@ export default function DocumentsPage() {
           />
         )}
       </div>
-    </DocumentDropZoneWrapper>
+    </EnvelopeDropZoneWrapper>
   );
 }

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.webhooks.$id.tsx

@@ -109,8 +109,7 @@ export default function WebhookPage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Webhook not found`,
             subHeading: msg`404 Webhook not found`,
-            message: msg`The webhook you are looking for may have been removed, renamed or may have never
+            message: msg`The webhook you are looking for may have been removed, renamed or may have never existed.`,
-                    existed.`,
           },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates.$id._index.tsx

@@ -66,8 +66,7 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Not found`,
             subHeading: msg`404 Not found`,
-            message: msg`The template you are looking for may have been removed, renamed or may have never
+            message: msg`The template you are looking for may have been removed, renamed or may have never existed.`,
-                  existed.`,
           },
         }}
         primaryButton={
@@ -172,7 +171,10 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
               envelope={envelope}
               token={undefined}
               fields={envelope.fields}
-              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+              recipients={envelope.recipients}
+              overrideSettings={{
+                showRecipientTooltip: true,
+              }}
             >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates._index.tsx

@@ -1,4 +1,5 @@
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { Bird } from 'lucide-react';
 import { useParams, useSearchParams } from 'react-router';
 
@@ -8,8 +9,8 @@ import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/t
 import { trpc } from '@documenso/trpc/react';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 
+import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-drop-zone-wrapper';
 import { FolderGrid } from '~/components/general/folder/folder-grid';
-import { TemplateDropZoneWrapper } from '~/components/general/template/template-drop-zone-wrapper';
 import { TemplatesTable } from '~/components/tables/templates-table';
 import { useCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -37,7 +38,7 @@ export default function TemplatesPage() {
   });
 
   return (
-    <TemplateDropZoneWrapper>
+    <EnvelopeDropZoneWrapper type={EnvelopeType.TEMPLATE}>
       <div className="mx-auto max-w-screen-xl px-4 md:px-8">
         <FolderGrid type={FolderType.TEMPLATE} parentId={folderId ?? null} />
 
@@ -85,6 +86,6 @@ export default function TemplatesPage() {
           </div>
         </div>
       </div>
-    </TemplateDropZoneWrapper>
+    </EnvelopeDropZoneWrapper>
   );
 }

apps/remix/app/routes/_recipient+/d.$token+/_index.tsx

@@ -184,6 +184,7 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
       <DocumentSigningAuthProvider
         documentAuthOptions={template.authOptions}
         recipient={directTemplateRecipient}
+        isDirectTemplate={true}
         user={user}
       >
         <>

apps/remix/app/routes/_unauthenticated+/signin.tsx

@@ -1,3 +1,5 @@
+import { useEffect, useState } from 'react';
+
 import { Trans } from '@lingui/react/macro';
 import { Link, redirect } from 'react-router';
 
@@ -9,6 +11,7 @@ import {
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
 import { env } from '@documenso/lib/utils/env';
+import { isValidReturnTo, normalizeReturnTo } from '@documenso/lib/utils/is-valid-return-to';
 
 import { SignInForm } from '~/components/forms/signin';
 import { appMetaTags } from '~/utils/meta';
@@ -28,8 +31,12 @@ export async function loader({ request }: Route.LoaderArgs) {
   const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
 
+  let returnTo = new URL(request.url).searchParams.get('returnTo') ?? undefined;
+
+  returnTo = isValidReturnTo(returnTo) ? normalizeReturnTo(returnTo) : undefined;
+
   if (isAuthenticated) {
-    throw redirect('/');
+    throw redirect(returnTo || '/');
   }
 
   return {
@@ -37,12 +44,28 @@ export async function loader({ request }: Route.LoaderArgs) {
     isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     oidcProviderLabel,
+    returnTo,
   };
 }
 
 export default function SignIn({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } =
+  const {
-    loaderData;
+    isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
+    isOIDCSSOEnabled,
+    oidcProviderLabel,
+    returnTo,
+  } = loaderData;
+
+  const [isEmbeddedRedirect, setIsEmbeddedRedirect] = useState(false);
+
+  useEffect(() => {
+    const hash = window.location.hash.slice(1);
+
+    const params = new URLSearchParams(hash);
+
+    setIsEmbeddedRedirect(params.get('embedded') === 'true');
+  }, []);
 
   return (
     <div className="w-screen max-w-lg px-4">
@@ -61,13 +84,17 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
           isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}
           oidcProviderLabel={oidcProviderLabel}
+          returnTo={returnTo}
         />
 
-        {env('NEXT_PUBLIC_DISABLE_SIGNUP') !== 'true' && (
+        {!isEmbeddedRedirect && env('NEXT_PUBLIC_DISABLE_SIGNUP') !== 'true' && (
           <p className="text-muted-foreground mt-6 text-center text-sm">
             <Trans>
               Don't have an account?{' '}
-              <Link to="/signup" className="text-documenso-700 duration-200 hover:opacity-70">
+              <Link
+                to={returnTo ? `/signup?returnTo=${encodeURIComponent(returnTo)}` : '/signup'}
+                className="text-documenso-700 duration-200 hover:opacity-70"
+              >
                 Sign up
               </Link>
             </Trans>

apps/remix/app/routes/_unauthenticated+/signup.tsx

@@ -6,6 +6,7 @@ import {
   IS_OIDC_SSO_ENABLED,
 } from '@documenso/lib/constants/auth';
 import { env } from '@documenso/lib/utils/env';
+import { isValidReturnTo, normalizeReturnTo } from '@documenso/lib/utils/is-valid-return-to';
 
 import { SignUpForm } from '~/components/forms/signup';
 import { appMetaTags } from '~/utils/meta';
@@ -16,7 +17,7 @@ export function meta() {
   return appMetaTags('Sign Up');
 }
 
-export function loader() {
+export function loader({ request }: Route.LoaderArgs) {
   const NEXT_PUBLIC_DISABLE_SIGNUP = env('NEXT_PUBLIC_DISABLE_SIGNUP');
 
   // SSR env variables.
@@ -28,15 +29,20 @@ export function loader() {
     throw redirect('/signin');
   }
 
+  let returnTo = new URL(request.url).searchParams.get('returnTo') ?? undefined;
+
+  returnTo = isValidReturnTo(returnTo) ? normalizeReturnTo(returnTo) : undefined;
+
   return {
     isGoogleSSOEnabled,
     isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
+    returnTo,
   };
 }
 
 export default function SignUp({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled } = loaderData;
+  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, returnTo } = loaderData;
 
   return (
     <SignUpForm
@@ -44,6 +50,7 @@ export default function SignUp({ loaderData }: Route.ComponentProps) {
       isGoogleSSOEnabled={isGoogleSSOEnabled}
       isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
       isOIDCSSOEnabled={isOIDCSSOEnabled}
+      returnTo={returnTo}
     />
   );
 }

apps/remix/app/routes/embed+/_v0+/_layout.tsx

@@ -2,11 +2,14 @@ import { Outlet, isRouteErrorResponse, useRouteError } from 'react-router';
 
 import {
   IS_GOOGLE_SSO_ENABLED,
+  IS_MICROSOFT_SSO_ENABLED,
   IS_OIDC_SSO_ENABLED,
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
 
 import { EmbedAuthenticationRequired } from '~/components/embed/embed-authentication-required';
+import { EmbedDocumentCompleted } from '~/components/embed/embed-document-completed';
+import { EmbedDocumentRejected } from '~/components/embed/embed-document-rejected';
 import { EmbedDocumentWaitingForTurn } from '~/components/embed/embed-document-waiting-for-turn';
 import { EmbedPaywall } from '~/components/embed/embed-paywall';
 
@@ -29,11 +32,13 @@ export function headers({ loaderHeaders }: Route.HeadersArgs) {
 export function loader() {
   // SSR env variables.
   const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED;
+  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED;
   const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
 
   return {
     isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     oidcProviderLabel,
   };
@@ -44,15 +49,19 @@ export default function Layout() {
 }
 
 export function ErrorBoundary({ loaderData }: Route.ErrorBoundaryProps) {
-  const { isGoogleSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } = loaderData || {};
+  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } =
+    loaderData || {};
 
   const error = useRouteError();
 
+  console.log({ routeError: error });
+
   if (isRouteErrorResponse(error)) {
     if (error.status === 401 && error.data.type === 'embed-authentication-required') {
       return (
         <EmbedAuthenticationRequired
           isGoogleSSOEnabled={isGoogleSSOEnabled}
+          isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}
           oidcProviderLabel={oidcProviderLabel}
           email={error.data.email}
@@ -68,6 +77,16 @@ export function ErrorBoundary({ loaderData }: Route.ErrorBoundaryProps) {
     if (error.status === 403 && error.data.type === 'embed-waiting-for-turn') {
       return <EmbedDocumentWaitingForTurn />;
     }
+
+    // !: Not used at the moment, may be removed in the future.
+    if (error.status === 403 && error.data.type === 'embed-document-rejected') {
+      return <EmbedDocumentRejected />;
+    }
+
+    // !: Not used at the moment, may be removed in the future.
+    if (error.status === 403 && error.data.type === 'embed-document-completed') {
+      return <EmbedDocumentCompleted name={error.data.name} signature={error.data.signature} />;
+    }
   }
 
   return <div>Not Found</div>;

apps/remix/app/routes/embed+/_v0+/direct.$token.tsx

@@ -0,0 +1,332 @@
+import { data } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/envelope/get-envelope-for-direct-template-signing';
+import { getEnvelopeRequiredAccessData } from '@documenso/lib/server-only/envelope/get-envelope-required-access-data';
+import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
+import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+
+import { EmbedDirectTemplateClientPage } from '~/components/embed/embed-direct-template-client-page';
+import { EmbedSignDocumentV2ClientPage } from '~/components/embed/embed-document-signing-page-v2';
+import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
+import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
+import { DocumentSigningRecipientProvider } from '~/components/general/document-signing/document-signing-recipient-provider';
+import { EnvelopeSigningProvider } from '~/components/general/document-signing/envelope-signing-provider';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import type { Route } from './+types/direct.$token';
+
+async function handleV1Loader({ params, request }: Route.LoaderArgs) {
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const template = await getTemplateByDirectLinkToken({
+    token,
+  }).catch(() => null);
+
+  // `template.directLink` is always available but we're doing this to
+  // satisfy the type checker.
+  if (!template || !template.directLink) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: template.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  // TODO: Make this more robust, we need to ensure the owner is either
+  // TODO: the member of a team that has an active subscription, is an early
+  // TODO: adopter or is an enterprise user.
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { user } = await getOptionalSession(request);
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: template.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((auth) =>
+    match(auth)
+      .with(DocumentAccessAuth.ACCOUNT, () => !!user)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => false) // Not supported for direct links
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        returnTo: `/embed/direct/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const { directTemplateRecipientId } = template.directLink;
+
+  const recipient = template.recipients.find(
+    (recipient) => recipient.id === directTemplateRecipientId,
+  );
+
+  if (!recipient) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const fields = template.fields.filter((field) => field.recipientId === directTemplateRecipientId);
+
+  return {
+    token,
+    user,
+    template,
+    recipient,
+    fields,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+async function handleV2Loader({ params, request }: Route.LoaderArgs) {
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const { user } = await getOptionalSession(request);
+
+  const envelopeForSigning = await getEnvelopeForDirectTemplateSigning({
+    token,
+    userId: user?.id,
+  })
+    .then((envelopeForSigning) => {
+      return {
+        isDocumentAccessValid: true,
+        ...envelopeForSigning,
+      } as const;
+    })
+    .catch(async (e) => {
+      const error = AppError.parseError(e);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
+
+        return {
+          isDocumentAccessValid: false,
+          ...requiredAccessData,
+        } as const;
+      }
+
+      throw new Response('Not Found', { status: 404 });
+    });
+
+  if (!envelopeForSigning.isDocumentAccessValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: envelopeForSigning.recipientEmail,
+        returnTo: `/embed/direct/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const { envelope, recipient } = envelopeForSigning;
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: envelope.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
+    match(accesssAuth)
+      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => false) // Not supported for direct links
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: user?.email || recipient.email,
+        returnTo: `/embed/direct/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  return {
+    token,
+    user,
+    envelopeForSigning,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+export async function loader(loaderArgs: Route.LoaderArgs) {
+  const { token } = loaderArgs.params;
+
+  if (!token) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  // Not efficient but works for now until we remove v1.
+  const foundDirectLink = await prisma.templateDirectLink.findFirst({
+    where: {
+      token,
+    },
+    select: {
+      envelope: {
+        select: {
+          internalVersion: true,
+        },
+      },
+    },
+  });
+
+  if (!foundDirectLink) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  if (foundDirectLink.envelope.internalVersion === 2) {
+    const payloadV2 = await handleV2Loader(loaderArgs);
+
+    return superLoaderJson({
+      version: 2,
+      payload: payloadV2,
+    } as const);
+  }
+
+  const payloadV1 = await handleV1Loader(loaderArgs);
+
+  return superLoaderJson({
+    version: 1,
+    payload: payloadV1,
+  } as const);
+}
+
+export default function EmbedDirectTemplatePage() {
+  const { version, payload } = useSuperLoaderData<typeof loader>();
+
+  if (version === 1) {
+    return <EmbedDirectTemplatePageV1 data={payload} />;
+  }
+
+  return <EmbedDirectTemplatePageV2 data={payload} />;
+}
+
+const EmbedDirectTemplatePageV1 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV1Loader>>;
+}) => {
+  const { token, user, template, recipient, fields, hidePoweredBy, allowEmbedSigningWhitelabel } =
+    data;
+
+  return (
+    <DocumentSigningProvider
+      email={user?.email}
+      fullName={user?.name}
+      signature={user?.signature}
+      typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={template.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <DocumentSigningRecipientProvider recipient={recipient}>
+          <EmbedDirectTemplateClientPage
+            token={token}
+            envelopeId={template.envelopeId}
+            updatedAt={template.updatedAt}
+            envelopeItems={template.envelopeItems}
+            recipient={recipient}
+            fields={fields}
+            metadata={template.templateMeta}
+            hidePoweredBy={hidePoweredBy}
+            allowWhiteLabelling={allowEmbedSigningWhitelabel}
+          />
+        </DocumentSigningRecipientProvider>
+      </DocumentSigningAuthProvider>
+    </DocumentSigningProvider>
+  );
+};
+
+const EmbedDirectTemplatePageV2 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV2Loader>>;
+}) => {
+  const { token, user, envelopeForSigning, hidePoweredBy, allowEmbedSigningWhitelabel } = data;
+
+  const { envelope, recipient } = envelopeForSigning;
+
+  return (
+    <EnvelopeSigningProvider
+      envelopeData={envelopeForSigning}
+      email={user?.email}
+      fullName={user?.name}
+      signature={user?.signature}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={envelope.authOptions}
+        recipient={recipient}
+        user={user}
+        isDirectTemplate={true}
+      >
+        <EnvelopeRenderProvider envelope={envelope} token={recipient.token}>
+          <EmbedSignDocumentV2ClientPage
+            hidePoweredBy={hidePoweredBy}
+            allowWhitelabelling={allowEmbedSigningWhitelabel}
+          />
+        </EnvelopeRenderProvider>
+      </DocumentSigningAuthProvider>
+    </EnvelopeSigningProvider>
+  );
+};

apps/remix/app/routes/embed+/_v0+/direct.$url.tsx

@@ -1,138 +0,0 @@
-import { data } from 'react-router';
-import { match } from 'ts-pattern';
-
-import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
-import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
-import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
-import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-
-import { EmbedDirectTemplateClientPage } from '~/components/embed/embed-direct-template-client-page';
-import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
-import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
-import { DocumentSigningRecipientProvider } from '~/components/general/document-signing/document-signing-recipient-provider';
-import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
-
-import type { Route } from './+types/direct.$url';
-
-export async function loader({ params, request }: Route.LoaderArgs) {
-  if (!params.url) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const token = params.url;
-
-  const template = await getTemplateByDirectLinkToken({
-    token,
-  }).catch(() => null);
-
-  // `template.directLink` is always available but we're doing this to
-  // satisfy the type checker.
-  if (!template || !template.directLink) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: template.teamId });
-
-  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
-  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
-
-  // TODO: Make this more robust, we need to ensure the owner is either
-  // TODO: the member of a team that has an active subscription, is an early
-  // TODO: adopter or is an enterprise user.
-  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
-    throw data(
-      {
-        type: 'embed-paywall',
-      },
-      {
-        status: 403,
-      },
-    );
-  }
-
-  const { user } = await getOptionalSession(request);
-
-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: template.authOptions,
-  });
-
-  const isAccessAuthValid = derivedRecipientAccessAuth.every((auth) =>
-    match(auth)
-      .with(DocumentAccessAuth.ACCOUNT, () => !!user)
-      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => false) // Not supported for direct links
-      .exhaustive(),
-  );
-
-  if (!isAccessAuthValid) {
-    throw data(
-      {
-        type: 'embed-authentication-required',
-        email: user?.email,
-        returnTo: `/embed/direct/${token}`,
-      },
-      {
-        status: 401,
-      },
-    );
-  }
-
-  const { directTemplateRecipientId } = template.directLink;
-
-  const recipient = template.recipients.find(
-    (recipient) => recipient.id === directTemplateRecipientId,
-  );
-
-  if (!recipient) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const fields = template.fields.filter((field) => field.recipientId === directTemplateRecipientId);
-
-  return superLoaderJson({
-    token,
-    user,
-    template,
-    recipient,
-    fields,
-    hidePoweredBy,
-    allowEmbedSigningWhitelabel,
-  });
-}
-
-export default function EmbedDirectTemplatePage() {
-  const { token, user, template, recipient, fields, hidePoweredBy, allowEmbedSigningWhitelabel } =
-    useSuperLoaderData<typeof loader>();
-
-  return (
-    <DocumentSigningProvider
-      email={user?.email}
-      fullName={user?.name}
-      signature={user?.signature}
-      typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
-      uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
-      drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
-    >
-      <DocumentSigningAuthProvider
-        documentAuthOptions={template.authOptions}
-        recipient={recipient}
-        user={user}
-      >
-        <DocumentSigningRecipientProvider recipient={recipient}>
-          <EmbedDirectTemplateClientPage
-            token={token}
-            envelopeId={template.envelopeId}
-            updatedAt={template.updatedAt}
-            envelopeItems={template.envelopeItems}
-            recipient={recipient}
-            fields={fields}
-            metadata={template.templateMeta}
-            hidePoweredBy={hidePoweredBy}
-            allowWhiteLabelling={allowEmbedSigningWhitelabel}
-          />
-        </DocumentSigningRecipientProvider>
-      </DocumentSigningAuthProvider>
-    </DocumentSigningProvider>
-  );
-}

apps/remix/app/routes/embed+/_v0+/sign.$token.tsx

@@ -0,0 +1,394 @@
+import { RecipientRole } from '@prisma/client';
+import { data } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
+import { getEnvelopeForRecipientSigning } from '@documenso/lib/server-only/envelope/get-envelope-for-recipient-signing';
+import { getEnvelopeRequiredAccessData } from '@documenso/lib/server-only/envelope/get-envelope-required-access-data';
+import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
+import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
+import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
+import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
+import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
+import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+
+import { EmbedSignDocumentV1ClientPage } from '~/components/embed/embed-document-signing-page-v1';
+import { EmbedSignDocumentV2ClientPage } from '~/components/embed/embed-document-signing-page-v2';
+import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
+import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
+import { EnvelopeSigningProvider } from '~/components/general/document-signing/envelope-signing-provider';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import { getOptionalLoaderContext } from '../../../../server/utils/get-loader-session';
+import type { Route } from './+types/sign.$token';
+
+async function handleV1Loader({ params, request }: Route.LoaderArgs) {
+  const { requestMetadata } = getOptionalLoaderContext();
+
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const { user } = await getOptionalSession(request);
+
+  const [document, fields, recipient, completedFields] = await Promise.all([
+    getDocumentAndSenderByToken({
+      token,
+      userId: user?.id,
+      requireAccessAuth: false,
+    }).catch(() => null),
+    getFieldsForToken({ token }),
+    getRecipientByToken({ token }).catch(() => null),
+    getCompletedFieldsForToken({ token }).catch(() => []),
+  ]);
+
+  // `document.directLink` is always available but we're doing this to
+  // satisfy the type checker.
+  if (!document || !recipient) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: document.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  // TODO: Make this more robust, we need to ensure the owner is either
+  // TODO: the member of a team that has an active subscription, is an early
+  // TODO: adopter or is an enterprise user.
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
+    match(accesssAuth)
+      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true) // Allow without account requirement
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: user?.email || recipient.email,
+        returnTo: `/embed/sign/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const isRecipientsTurnToSign = await getIsRecipientsTurnToSign({ token });
+
+  if (!isRecipientsTurnToSign) {
+    throw data(
+      {
+        type: 'embed-waiting-for-turn',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  await viewedDocument({
+    token,
+    requestMetadata,
+    recipientAccessAuth: derivedRecipientAccessAuth,
+  });
+
+  const allRecipients =
+    recipient.role === RecipientRole.ASSISTANT
+      ? await getRecipientsForAssistant({
+          token,
+        })
+      : [];
+
+  return {
+    token,
+    user,
+    document,
+    allRecipients,
+    recipient,
+    fields,
+    completedFields,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+async function handleV2Loader({ params, request }: Route.LoaderArgs) {
+  const { requestMetadata } = getOptionalLoaderContext();
+
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const { user } = await getOptionalSession(request);
+
+  const envelopeForSigning = await getEnvelopeForRecipientSigning({
+    token,
+    userId: user?.id,
+  })
+    .then((envelopeForSigning) => {
+      return {
+        isDocumentAccessValid: true,
+        ...envelopeForSigning,
+      } as const;
+    })
+    .catch(async (e) => {
+      const error = AppError.parseError(e);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
+
+        return {
+          isDocumentAccessValid: false,
+          ...requiredAccessData,
+        } as const;
+      }
+
+      throw new Response('Not Found', { status: 404 });
+    });
+
+  if (!envelopeForSigning.isDocumentAccessValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: envelopeForSigning.recipientEmail,
+        returnTo: `/embed/sign/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const { envelope, recipient, isRecipientsTurn } = envelopeForSigning;
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: envelope.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  if (!isRecipientsTurn) {
+    throw data(
+      {
+        type: 'embed-waiting-for-turn',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
+    match(accesssAuth)
+      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true)
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: user?.email || recipient.email,
+        returnTo: `/embed/sign/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  await viewedDocument({
+    token,
+    requestMetadata,
+    recipientAccessAuth: derivedRecipientAccessAuth,
+  }).catch(() => null);
+
+  return {
+    token,
+    user,
+    envelopeForSigning,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+export async function loader(loaderArgs: Route.LoaderArgs) {
+  const { token } = loaderArgs.params;
+
+  if (!token) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  // Not efficient but works for now until we remove v1.
+  const foundRecipient = await prisma.recipient.findFirst({
+    where: {
+      token,
+    },
+    select: {
+      envelope: {
+        select: {
+          internalVersion: true,
+        },
+      },
+    },
+  });
+
+  if (!foundRecipient) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  if (foundRecipient.envelope.internalVersion === 2) {
+    const payloadV2 = await handleV2Loader(loaderArgs);
+
+    return superLoaderJson({
+      version: 2,
+      payload: payloadV2,
+    } as const);
+  }
+
+  const payloadV1 = await handleV1Loader(loaderArgs);
+
+  return superLoaderJson({
+    version: 1,
+    payload: payloadV1,
+  } as const);
+}
+
+export default function EmbedSignDocumentPage() {
+  const { version, payload } = useSuperLoaderData<typeof loader>();
+
+  if (version === 1) {
+    return <EmbedSignDocumentPageV1 data={payload} />;
+  }
+
+  return <EmbedSignDocumentPageV2 data={payload} />;
+}
+
+const EmbedSignDocumentPageV1 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV1Loader>>;
+}) => {
+  const {
+    token,
+    user,
+    document,
+    allRecipients,
+    recipient,
+    fields,
+    completedFields,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  } = data;
+
+  return (
+    <DocumentSigningProvider
+      email={recipient.email}
+      fullName={user?.email === recipient.email ? user?.name : recipient.name}
+      signature={user?.email === recipient.email ? user?.signature : undefined}
+      typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={document.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <EmbedSignDocumentV1ClientPage
+          token={token}
+          documentId={document.id}
+          envelopeId={document.envelopeId}
+          envelopeItems={document.envelopeItems}
+          recipient={recipient}
+          fields={fields}
+          completedFields={completedFields}
+          metadata={document.documentMeta}
+          isCompleted={isDocumentCompleted(document.status)}
+          hidePoweredBy={hidePoweredBy}
+          allowWhitelabelling={allowEmbedSigningWhitelabel}
+          allRecipients={allRecipients}
+        />
+      </DocumentSigningAuthProvider>
+    </DocumentSigningProvider>
+  );
+};
+
+const EmbedSignDocumentPageV2 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV2Loader>>;
+}) => {
+  const { token, user, envelopeForSigning, hidePoweredBy, allowEmbedSigningWhitelabel } = data;
+
+  const { envelope, recipient } = envelopeForSigning;
+
+  return (
+    <EnvelopeSigningProvider
+      envelopeData={envelopeForSigning}
+      email={recipient.email}
+      fullName={user?.email === recipient.email ? user?.name : recipient.name}
+      signature={user?.email === recipient.email ? user?.signature : undefined}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={envelope.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <EnvelopeRenderProvider envelope={envelope} token={token}>
+          <EmbedSignDocumentV2ClientPage
+            hidePoweredBy={hidePoweredBy}
+            allowWhitelabelling={allowEmbedSigningWhitelabel}
+          />
+        </EnvelopeRenderProvider>
+      </DocumentSigningAuthProvider>
+    </EnvelopeSigningProvider>
+  );
+};

apps/remix/app/routes/embed+/_v0+/sign.$url.tsx

@@ -1,181 +0,0 @@
-import { RecipientRole } from '@prisma/client';
-import { data } from 'react-router';
-import { getOptionalLoaderContext } from 'server/utils/get-loader-session';
-import { match } from 'ts-pattern';
-
-import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
-import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
-import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
-import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
-import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
-import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
-import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
-import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
-import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
-import { isDocumentCompleted } from '@documenso/lib/utils/document';
-import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-
-import { EmbedSignDocumentClientPage } from '~/components/embed/embed-document-signing-page';
-import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
-import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
-import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
-
-import type { Route } from './+types/sign.$url';
-
-export async function loader({ params, request }: Route.LoaderArgs) {
-  const { requestMetadata } = getOptionalLoaderContext();
-
-  if (!params.url) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const token = params.url;
-
-  const { user } = await getOptionalSession(request);
-
-  const [document, fields, recipient, completedFields] = await Promise.all([
-    getDocumentAndSenderByToken({
-      token,
-      userId: user?.id,
-      requireAccessAuth: false,
-    }).catch(() => null),
-    getFieldsForToken({ token }),
-    getRecipientByToken({ token }).catch(() => null),
-    getCompletedFieldsForToken({ token }).catch(() => []),
-  ]);
-
-  // `document.directLink` is always available but we're doing this to
-  // satisfy the type checker.
-  if (!document || !recipient) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: document.teamId });
-
-  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
-  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
-
-  // TODO: Make this more robust, we need to ensure the owner is either
-  // TODO: the member of a team that has an active subscription, is an early
-  // TODO: adopter or is an enterprise user.
-  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
-    throw data(
-      {
-        type: 'embed-paywall',
-      },
-      {
-        status: 403,
-      },
-    );
-  }
-
-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-  });
-
-  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
-    match(accesssAuth)
-      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
-      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true) // Allow without account requirement
-      .exhaustive(),
-  );
-
-  if (!isAccessAuthValid) {
-    throw data(
-      {
-        type: 'embed-authentication-required',
-        email: user?.email || recipient.email,
-        returnTo: `/embed/sign/${token}`,
-      },
-      {
-        status: 401,
-      },
-    );
-  }
-
-  const isRecipientsTurnToSign = await getIsRecipientsTurnToSign({ token });
-
-  if (!isRecipientsTurnToSign) {
-    throw data(
-      {
-        type: 'embed-waiting-for-turn',
-      },
-      {
-        status: 403,
-      },
-    );
-  }
-
-  await viewedDocument({
-    token,
-    requestMetadata,
-    recipientAccessAuth: derivedRecipientAccessAuth,
-  });
-
-  const allRecipients =
-    recipient.role === RecipientRole.ASSISTANT
-      ? await getRecipientsForAssistant({
-          token,
-        })
-      : [];
-
-  return superLoaderJson({
-    token,
-    user,
-    document,
-    allRecipients,
-    recipient,
-    fields,
-    completedFields,
-    hidePoweredBy,
-    allowEmbedSigningWhitelabel,
-  });
-}
-
-export default function EmbedSignDocumentPage() {
-  const {
-    token,
-    user,
-    document,
-    allRecipients,
-    recipient,
-    fields,
-    completedFields,
-    hidePoweredBy,
-    allowEmbedSigningWhitelabel,
-  } = useSuperLoaderData<typeof loader>();
-
-  return (
-    <DocumentSigningProvider
-      email={recipient.email}
-      fullName={user?.email === recipient.email ? user?.name : recipient.name}
-      signature={user?.email === recipient.email ? user?.signature : undefined}
-      typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
-      uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
-      drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
-    >
-      <DocumentSigningAuthProvider
-        documentAuthOptions={document.authOptions}
-        recipient={recipient}
-        user={user}
-      >
-        <EmbedSignDocumentClientPage
-          token={token}
-          documentId={document.id}
-          envelopeId={document.envelopeId}
-          envelopeItems={document.envelopeItems}
-          recipient={recipient}
-          fields={fields}
-          completedFields={completedFields}
-          metadata={document.documentMeta}
-          isCompleted={isDocumentCompleted(document.status)}
-          hidePoweredBy={hidePoweredBy}
-          allowWhitelabelling={allowEmbedSigningWhitelabel}
-          allRecipients={allRecipients}
-        />
-      </DocumentSigningAuthProvider>
-    </DocumentSigningProvider>
-  );
-}

apps/remix/app/routes/embed+/v1+/multisign+/_index.tsx

@@ -67,6 +67,7 @@ export async function loader({ request }: Route.LoaderArgs) {
 export default function MultisignPage() {
   const { envelopes, user, hidePoweredBy, allowWhitelabelling } =
     useSuperLoaderData<typeof loader>();
+
   const revalidator = useRevalidator();
 
   const [selectedDocument, setSelectedDocument] = useState<

apps/remix/app/utils/field-signing/number-field.ts

@@ -8,7 +8,7 @@ import { SignFieldNumberDialog } from '~/components/dialogs/sign-field-number-di
 
 type HandleNumberFieldClickOptions = {
   field: TFieldNumber;
-  number: number | null;
+  number: string | null;
 };
 
 export const handleNumberFieldClick = async (

apps/remix/package.json

@@ -41,6 +41,7 @@
     "@simplewebauthn/server": "^9.0.3",
     "autoprefixer": "^10.4.13",
     "colord": "^2.9.3",
+    "content-disposition": "^0.5.4",
     "framer-motion": "^10.12.8",
     "hono": "4.7.0",
     "hono-rate-limiter": "^0.4.2",
@@ -87,6 +88,7 @@
     "@rollup/plugin-node-resolve": "^16.0.0",
     "@rollup/plugin-typescript": "^12.1.2",
     "@simplewebauthn/types": "^9.0.1",
+    "@types/content-disposition": "^0.5.9",
     "@types/formidable": "^2.0.6",
     "@types/luxon": "^3.3.1",
     "@types/node": "^20",
@@ -104,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "1.13.1"
+  "version": "2.0.8"
 }

apps/remix/server/api/download/download.ts

@@ -0,0 +1,192 @@
+import { sValidator } from '@hono/standard-validator';
+import { EnvelopeType } from '@prisma/client';
+import { Hono } from 'hono';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
+import { buildTeamWhereQuery } from '@documenso/lib/utils/teams';
+import { prisma } from '@documenso/prisma';
+
+import type { HonoEnv } from '../../router';
+import { handleEnvelopeItemFileRequest } from '../files/files.helpers';
+import {
+  ZDownloadDocumentRequestParamsSchema,
+  ZDownloadEnvelopeItemRequestParamsSchema,
+} from './download.types';
+
+export const downloadRoute = new Hono<HonoEnv>()
+  /**
+   * Download an envelope item by its ID.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/envelope/item/:envelopeItemId/download',
+    sValidator('param', ZDownloadEnvelopeItemRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { envelopeItemId, version } = c.req.valid('param');
+        const authorizationHeader = c.req.header('authorization');
+
+        // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
+        const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+        if (!token) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'API token was not provided',
+          });
+        }
+
+        const apiToken = await getApiTokenByToken({ token });
+
+        if (apiToken.user.disabled) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'User is disabled',
+          });
+        }
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          envelopeItemId,
+          version,
+        });
+
+        const envelopeItem = await prisma.envelopeItem.findFirst({
+          where: {
+            id: envelopeItemId,
+            envelope: {
+              team: buildTeamWhereQuery({ teamId: apiToken.teamId, userId: apiToken.user.id }),
+            },
+          },
+          include: {
+            envelope: true,
+            documentData: true,
+          },
+        });
+
+        if (!envelopeItem) {
+          return c.json({ error: 'Envelope item not found' }, 404);
+        }
+
+        if (!envelopeItem.documentData) {
+          return c.json({ error: 'Document data not found' }, 404);
+        }
+
+        return await handleEnvelopeItemFileRequest({
+          title: envelopeItem.title,
+          status: envelopeItem.envelope.status,
+          documentData: envelopeItem.documentData,
+          version: version || 'signed',
+          isDownload: true,
+          context: c,
+        });
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          if (error.code === AppErrorCode.UNAUTHORIZED) {
+            return c.json({ error: error.message }, 401);
+          }
+
+          return c.json({ error: error.message }, 400);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  )
+  /**
+   * Download a document by its ID.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/document/:documentId/download',
+    sValidator('param', ZDownloadDocumentRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { documentId, version } = c.req.valid('param');
+        const authorizationHeader = c.req.header('authorization');
+
+        // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
+        const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+        if (!token) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'API token was not provided',
+          });
+        }
+
+        const apiToken = await getApiTokenByToken({ token });
+
+        if (apiToken.user.disabled) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'User is disabled',
+          });
+        }
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          documentId,
+          version,
+        });
+
+        const envelope = await getEnvelopeById({
+          id: {
+            type: 'documentId',
+            id: documentId,
+          },
+          type: EnvelopeType.DOCUMENT,
+          userId: apiToken.user.id,
+          teamId: apiToken.teamId,
+        }).catch(() => null);
+
+        if (!envelope) {
+          return c.json({ error: 'Document not found' }, 404);
+        }
+
+        // Get the first envelope item (documents have exactly one)
+        const [envelopeItem] = envelope.envelopeItems;
+
+        if (!envelopeItem) {
+          return c.json({ error: 'Document item not found' }, 404);
+        }
+
+        if (!envelopeItem.documentData) {
+          return c.json({ error: 'Document data not found' }, 404);
+        }
+
+        return await handleEnvelopeItemFileRequest({
+          title: envelopeItem.title,
+          status: envelope.status,
+          documentData: envelopeItem.documentData,
+          version: version || 'signed',
+          isDownload: true,
+          context: c,
+        });
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          if (error.code === AppErrorCode.UNAUTHORIZED) {
+            return c.json({ error: error.message }, 401);
+          }
+
+          return c.json({ error: error.message }, 400);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  );

apps/remix/server/api/download/download.types.ts

@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+export const ZDownloadEnvelopeItemRequestParamsSchema = z.object({
+  envelopeItemId: z.string().describe('The ID of the envelope item to download.'),
+  version: z
+    .enum(['original', 'signed'])
+    .optional()
+    .default('signed')
+    .describe(
+      'The version of the envelope item to download. "signed" returns the completed document with signatures, "original" returns the original uploaded document.',
+    ),
+});
+
+export type TDownloadEnvelopeItemRequestParams = z.infer<
+  typeof ZDownloadEnvelopeItemRequestParamsSchema
+>;
+
+export const ZDownloadDocumentRequestParamsSchema = z.object({
+  documentId: z.coerce.number().describe('The ID of the document to download.'),
+  version: z
+    .enum(['original', 'signed'])
+    .optional()
+    .default('signed')
+    .describe(
+      'The version of the document to download. "signed" returns the completed document with signatures, "original" returns the original uploaded document.',
+    ),
+});
+
+export type TDownloadDocumentRequestParams = z.infer<typeof ZDownloadDocumentRequestParamsSchema>;

apps/remix/server/api/files/files.helpers.ts

@@ -1,10 +1,11 @@
 import { type DocumentDataType, DocumentStatus } from '@prisma/client';
+import contentDisposition from 'content-disposition';
 import { type Context } from 'hono';
 
 import { sha256 } from '@documenso/lib/universal/crypto';
 import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
 
-import type { HonoEnv } from '../router';
+import type { HonoEnv } from '../../router';
 
 type HandleEnvelopeItemFileRequestOptions = {
   title: string;
@@ -34,7 +35,7 @@ export const handleEnvelopeItemFileRequest = async ({
 
   const etag = Buffer.from(sha256(documentDataToUse)).toString('hex');
 
-  if (c.req.header('If-None-Match') === etag) {
+  if (c.req.header('If-None-Match') === etag && !isDownload) {
     return c.body(null, 304);
   }
 
@@ -52,15 +53,13 @@ export const handleEnvelopeItemFileRequest = async ({
   }
 
   c.header('Content-Type', 'application/pdf');
-  c.header('Content-Length', file.length.toString());
   c.header('ETag', etag);
 
   if (!isDownload) {
     if (status === DocumentStatus.COMPLETED) {
       c.header('Cache-Control', 'public, max-age=31536000, immutable');
     } else {
-      // Set a tiny 1 minute cache, with must-revalidate to ensure the client always checks for updates.
+      c.header('Cache-Control', 'public, max-age=0, must-revalidate');
-      c.header('Cache-Control', 'public, max-age=60, must-revalidate');
     }
   }
 
@@ -70,7 +69,7 @@ export const handleEnvelopeItemFileRequest = async ({
     const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
     const filename = `${baseTitle}${suffix}`;
 
-    c.header('Content-Disposition', `attachment; filename="${filename}"`);
+    c.header('Content-Disposition', contentDisposition(filename));
 
     // For downloads, prevent caching to ensure fresh data
     c.header('Cache-Control', 'no-cache, no-store, must-revalidate');

apps/remix/server/api/files/files.ts

@@ -10,7 +10,7 @@ import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/
 import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
 import { prisma } from '@documenso/prisma';
 
-import type { HonoEnv } from '../router';
+import type { HonoEnv } from '../../router';
 import { handleEnvelopeItemFileRequest } from './files.helpers';
 import {
   type TGetPresignedPostUrlResponse,

apps/remix/server/router.ts

@@ -14,7 +14,8 @@ import { getIpAddress } from '@documenso/lib/universal/get-ip-address';
 import { logger } from '@documenso/lib/utils/logger';
 import { openApiDocument } from '@documenso/trpc/server/open-api';
 
-import { filesRoute } from './api/files';
+import { downloadRoute } from './api/download/download';
+import { filesRoute } from './api/files/files';
 import { type AppContext, appContext } from './context';
 import { appMiddleware } from './middleware';
 import { openApiTrpcServerHandler } from './trpc/hono-trpc-open-api';
@@ -92,6 +93,8 @@ app.use('/api/trpc/*', reactRouterTrpcServer);
 // Unstable API server routes. Order matters for these two.
 app.get(`${API_V2_URL}/openapi.json`, (c) => c.json(openApiDocument));
 app.use(`${API_V2_URL}/*`, cors());
+// Shadows the download routes that tRPC defines since tRPC-to-openapi doesn't support their return types.
+app.route(`${API_V2_URL}`, downloadRoute);
 app.use(`${API_V2_URL}/*`, async (c) =>
   openApiTrpcServerHandler(c, {
     isBeta: false,
@@ -101,6 +104,8 @@ app.use(`${API_V2_URL}/*`, async (c) =>
 // Unstable API server routes. Order matters for these two.
 app.get(`${API_V2_BETA_URL}/openapi.json`, (c) => c.json(openApiDocument));
 app.use(`${API_V2_BETA_URL}/*`, cors());
+// Shadows the download routes that tRPC defines since tRPC-to-openapi doesn't support their return types.
+app.route(`${API_V2_BETA_URL}`, downloadRoute);
 app.use(`${API_V2_BETA_URL}/*`, async (c) =>
   openApiTrpcServerHandler(c, {
     isBeta: true,

apps/remix/vite.config.ts

@@ -2,12 +2,19 @@ import { lingui } from '@lingui/vite-plugin';
 import { reactRouter } from '@react-router/dev/vite';
 import autoprefixer from 'autoprefixer';
 import serverAdapter from 'hono-react-router-adapter/vite';
+import { createRequire } from 'node:module';
 import path from 'node:path';
 import tailwindcss from 'tailwindcss';
-import { defineConfig } from 'vite';
+import { defineConfig, normalizePath } from 'vite';
 import macrosPlugin from 'vite-plugin-babel-macros';
+import { viteStaticCopy } from 'vite-plugin-static-copy';
 import tsconfigPaths from 'vite-tsconfig-paths';
 
+const require = createRequire(import.meta.url);
+
+const pdfjsDistPath = path.dirname(require.resolve('pdfjs-dist/package.json'));
+const cMapsDir = normalizePath(path.join(pdfjsDistPath, 'cmaps'));
+
 /**
  * Note: We load the env variables externally so we can have runtime enviroment variables
  * for docker.
@@ -25,6 +32,14 @@ export default defineConfig({
     strictPort: true,
   },
   plugins: [
+    viteStaticCopy({
+      targets: [
+        {
+          src: cMapsDir,
+          dest: 'static',
+        },
+      ],
+    }),
     reactRouter(),
     macrosPlugin(),
     lingui(),

docker/Dockerfile

@@ -4,6 +4,7 @@
 FROM node:22-alpine3.20 AS base
 
 RUN apk add --no-cache openssl
+RUN apk add --no-cache font-freefont
 
 
 ###########################

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.13.1",
+  "version": "2.0.8",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.13.1",
+      "version": "2.0.8",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -52,6 +52,7 @@
         "trpc-to-openapi": "2.4.0",
         "turbo": "^1.9.3",
         "vite": "^6.3.5",
+        "vite-plugin-static-copy": "^3.1.4",
         "zod-openapi": "^4.2.4",
         "zod-prisma-types": "3.3.5"
       },
@@ -100,7 +101,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "1.13.1",
+      "version": "2.0.8",
       "dependencies": {
         "@cantoo/pdf-lib": "^2.5.2",
         "@documenso/api": "*",
@@ -129,6 +130,7 @@
         "@simplewebauthn/server": "^9.0.3",
         "autoprefixer": "^10.4.13",
         "colord": "^2.9.3",
+        "content-disposition": "^0.5.4",
         "framer-motion": "^10.12.8",
         "hono": "4.7.0",
         "hono-rate-limiter": "^0.4.2",
@@ -175,6 +177,7 @@
         "@rollup/plugin-node-resolve": "^16.0.0",
         "@rollup/plugin-typescript": "^12.1.2",
         "@simplewebauthn/types": "^9.0.1",
+        "@types/content-disposition": "^0.5.9",
         "@types/formidable": "^2.0.6",
         "@types/luxon": "^3.3.1",
         "@types/node": "^20",
@@ -12315,6 +12318,13 @@
         "@types/node": "*"
       }
     },
+    "node_modules/@types/content-disposition": {
+      "version": "0.5.9",
+      "resolved": "https://registry.npmjs.org/@types/content-disposition/-/content-disposition-0.5.9.tgz",
+      "integrity": "sha512-8uYXI3Gw35MhiVYhG3s295oihrxRyytcRHjSjqnqZVDDy/xcGBRny7+Xj1Wgfhv5QzRtN2hB2dVRBUX9XW3UcQ==",
+      "dev": true,
+      "license": "MIT"
+    },
     "node_modules/@types/cross-spawn": {
       "version": "6.0.2",
       "resolved": "https://registry.npmjs.org/@types/cross-spawn/-/cross-spawn-6.0.2.tgz",
@@ -19103,10 +19113,13 @@
       }
     },
     "node_modules/fdir": {
-      "version": "6.4.4",
+      "version": "6.5.0",
-      "resolved": "https://registry.npmjs.org/fdir/-/fdir-6.4.4.tgz",
+      "resolved": "https://registry.npmjs.org/fdir/-/fdir-6.5.0.tgz",
-      "integrity": "sha512-1NZP+GK4GfuAv3PqKvxQRDMjdSRZjnkq7KfhlNrCNNlZ0ygQFpebfrnfnq/W7fpUnAv9aGWmY1zKx7FYL3gwhg==",
+      "integrity": "sha512-tIbYtZbucOs0BRGqPJkshJUYdL+SDH7dVM8gjy+ERp3WAUjLEFJE+02kanyHtwjWOnwrKYBiwAmM0p4kLJAnXg==",
       "license": "MIT",
+      "engines": {
+        "node": ">=12.0.0"
+      },
       "peerDependencies": {
         "picomatch": "^3 || ^4"
       },
@@ -33470,13 +33483,13 @@
       "license": "MIT"
     },
     "node_modules/tinyglobby": {
-      "version": "0.2.13",
+      "version": "0.2.15",
-      "resolved": "https://registry.npmjs.org/tinyglobby/-/tinyglobby-0.2.13.tgz",
+      "resolved": "https://registry.npmjs.org/tinyglobby/-/tinyglobby-0.2.15.tgz",
-      "integrity": "sha512-mEwzpUgrLySlveBwEVDMKk5B57bhLPYovRfPAXD5gA/98Opn0rCDj3GtLwFvCvH5RK9uPCExUROW5NjDwvqkxw==",
+      "integrity": "sha512-j2Zq4NyQYG5XMST4cbs02Ak8iJUdxRM0XI5QyxXuZOzKOINmWurp3smXu3y5wDcJrptwpSjgXHzIQxR0omXljQ==",
       "license": "MIT",
       "dependencies": {
-        "fdir": "^6.4.4",
+        "fdir": "^6.5.0",
-        "picomatch": "^4.0.2"
+        "picomatch": "^4.0.3"
       },
       "engines": {
         "node": ">=12.0.0"
@@ -33486,9 +33499,9 @@
       }
     },
     "node_modules/tinyglobby/node_modules/picomatch": {
-      "version": "4.0.2",
+      "version": "4.0.3",
-      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.2.tgz",
+      "resolved": "https://registry.npmjs.org/picomatch/-/picomatch-4.0.3.tgz",
-      "integrity": "sha512-M7BAV6Rlcy5u+m6oPhAPFgJTzAioX/6B0DxyvDlo9l8+T3nLKbrczg2WLUyzd45L8RqfUMyGPzekbMvX2Ldkwg==",
+      "integrity": "sha512-5gTmgEY/sqK6gFXLIsQNH19lWb4ebPDLA4SdLP7dsWkIXHWlG66oPuVvXSGFPppYZz8ZDZq0dYYrbHfBCVUb1Q==",
       "license": "MIT",
       "engines": {
         "node": ">=12"
@@ -35935,6 +35948,76 @@
         "vite": ">=2"
       }
     },
+    "node_modules/vite-plugin-static-copy": {
+      "version": "3.1.4",
+      "resolved": "https://registry.npmjs.org/vite-plugin-static-copy/-/vite-plugin-static-copy-3.1.4.tgz",
+      "integrity": "sha512-iCmr4GSw4eSnaB+G8zc2f4dxSuDjbkjwpuBLLGvQYR9IW7rnDzftnUjOH5p4RYR+d4GsiBqXRvzuFhs5bnzVyw==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "chokidar": "^3.6.0",
+        "p-map": "^7.0.3",
+        "picocolors": "^1.1.1",
+        "tinyglobby": "^0.2.15"
+      },
+      "engines": {
+        "node": "^18.0.0 || >=20.0.0"
+      },
+      "peerDependencies": {
+        "vite": "^5.0.0 || ^6.0.0 || ^7.0.0"
+      }
+    },
+    "node_modules/vite-plugin-static-copy/node_modules/chokidar": {
+      "version": "3.6.0",
+      "resolved": "https://registry.npmjs.org/chokidar/-/chokidar-3.6.0.tgz",
+      "integrity": "sha512-7VT13fmjotKpGipCW9JEQAusEPE+Ei8nl6/g4FBAmIm0GOOLMua9NDDo/DWp0ZAxCr3cPq5ZpBqmPAQgDda2Pw==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "anymatch": "~3.1.2",
+        "braces": "~3.0.2",
+        "glob-parent": "~5.1.2",
+        "is-binary-path": "~2.1.0",
+        "is-glob": "~4.0.1",
+        "normalize-path": "~3.0.0",
+        "readdirp": "~3.6.0"
+      },
+      "engines": {
+        "node": ">= 8.10.0"
+      },
+      "funding": {
+        "url": "https://paulmillr.com/funding/"
+      },
+      "optionalDependencies": {
+        "fsevents": "~2.3.2"
+      }
+    },
+    "node_modules/vite-plugin-static-copy/node_modules/p-map": {
+      "version": "7.0.4",
+      "resolved": "https://registry.npmjs.org/p-map/-/p-map-7.0.4.tgz",
+      "integrity": "sha512-tkAQEw8ysMzmkhgw8k+1U/iPhWNhykKnSk4Rd5zLoPJCuJaGRPo6YposrZgaxHKzDHdDWWZvE/Sk7hsL2X/CpQ==",
+      "dev": true,
+      "license": "MIT",
+      "engines": {
+        "node": ">=18"
+      },
+      "funding": {
+        "url": "https://github.com/sponsors/sindresorhus"
+      }
+    },
+    "node_modules/vite-plugin-static-copy/node_modules/readdirp": {
+      "version": "3.6.0",
+      "resolved": "https://registry.npmjs.org/readdirp/-/readdirp-3.6.0.tgz",
+      "integrity": "sha512-hOS089on8RduqdbhvQ5Z37A0ESjsqz6qnRcffsMU3495FuTdqSm+7bhJ29JvIOsBDEEnan5DPu9t3To9VRlMzA==",
+      "dev": true,
+      "license": "MIT",
+      "dependencies": {
+        "picomatch": "^2.2.1"
+      },
+      "engines": {
+        "node": ">=8.10.0"
+      }
+    },
     "node_modules/vite-tsconfig-paths": {
       "version": "5.1.4",
       "resolved": "https://registry.npmjs.org/vite-tsconfig-paths/-/vite-tsconfig-paths-5.1.4.tgz",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.13.1",
+  "version": "2.0.8",
   "scripts": {
     "build": "turbo run build",
     "dev": "turbo run dev --filter=@documenso/remix",
@@ -45,6 +45,12 @@
     "@commitlint/config-conventional": "^17.7.0",
     "@lingui/cli": "^5.2.0",
     "@prisma/client": "^6.18.0",
+    "@trpc/client": "11.7.0",
+    "@trpc/react-query": "11.7.0",
+    "@trpc/server": "11.7.0",
+    "@ts-rest/core": "^3.52.1",
+    "@ts-rest/open-api": "^3.52.1",
+    "@ts-rest/serverless": "^3.52.1",
     "dotenv": "^16.5.0",
     "dotenv-cli": "^8.0.0",
     "eslint": "^8.40.0",
@@ -59,18 +65,13 @@
     "prisma-json-types-generator": "^3.6.2",
     "prisma-kysely": "^1.8.0",
     "rimraf": "^5.0.1",
-    "turbo": "^1.9.3",
-    "@trpc/client": "11.7.0",
-    "@trpc/react-query": "11.7.0",
-    "@trpc/server": "11.7.0",
     "superjson": "^2.2.5",
     "trpc-to-openapi": "2.4.0",
+    "turbo": "^1.9.3",
+    "vite": "^6.3.5",
+    "vite-plugin-static-copy": "^3.1.4",
     "zod-openapi": "^4.2.4",
-    "@ts-rest/core": "^3.52.1",
+    "zod-prisma-types": "3.3.5"
-    "@ts-rest/open-api": "^3.52.1",
-    "@ts-rest/serverless": "^3.52.1",
-    "zod-prisma-types": "3.3.5",
-    "vite": "^6.3.5"
   },
   "name": "@documenso/root",
   "workspaces": [

packages/app-tests/constants/field-alignment-pdf.ts

@@ -1,4 +1,6 @@
 import { FieldType } from '@prisma/client';
+import fs from 'node:fs';
+import path from 'node:path';
 
 import type { TFieldAndMeta } from '@documenso/lib/types/field-meta';
 import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
@@ -13,11 +15,66 @@ export type FieldTestData = TFieldAndMeta & {
   signature?: string;
 };
 
-const columnWidth = 19.125;
+export const signatureBase64Demo = `data:image/png;base64,${fs.readFileSync(
-const rowHeight = 6.7;
+  path.join(__dirname, '../../../packages/assets/', 'logo_icon.png'),
+  'base64',
+)}`;
 
-const alignmentGridStartX = 31;
+const columnWidth = 19.125;
-const alignmentGridStartY = 19.02;
+const fullColumnWidth = 57.37499999999998;
+const rowHeight = 6.7;
+const rowPadding = 0;
+
+const calculatePositionPageOne = (
+  row: number,
+  column: number,
+  width: 'full' | 'column' = 'column',
+) => {
+  const alignmentGridStartX = 31;
+  const alignmentGridStartY = 19;
+
+  return {
+    height: rowHeight,
+    width: width === 'full' ? fullColumnWidth : columnWidth,
+    positionX: alignmentGridStartX + (column ?? 0) * columnWidth,
+    positionY: alignmentGridStartY + row * (rowHeight + rowPadding),
+  };
+};
+
+const calculatePositionPageTwo = (
+  row: number,
+  column: number,
+  width: 'full' | 'column' = 'column',
+) => {
+  const alignmentGridStartX = 31;
+  const alignmentGridStartY = 16.35;
+
+  return {
+    height: rowHeight,
+    width: width === 'full' ? fullColumnWidth : columnWidth,
+    positionX: alignmentGridStartX + (column ?? 0) * columnWidth,
+    positionY: alignmentGridStartY + row * (rowHeight + rowPadding),
+  };
+};
+
+const calculatePositionPageThree = (
+  row: number,
+  column: number,
+  width: 'full' | 'column' = 'column',
+  rowQuantity: number = 1,
+) => {
+  const alignmentGridStartX = 31;
+  const alignmentGridStartY = 16.4;
+
+  const rowHeight = 6.8;
+
+  return {
+    height: rowHeight * rowQuantity,
+    width: width === 'full' ? fullColumnWidth : columnWidth,
+    positionX: alignmentGridStartX + (column ?? 0) * columnWidth,
+    positionY: alignmentGridStartY + row * (rowHeight + rowPadding),
+  };
+};
 
 export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
   /**
@@ -31,10 +88,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'email',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(0, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'admin@documenso.com',
   },
   {
@@ -44,10 +98,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'email',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(0, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'admin@documenso.com',
   },
   {
@@ -58,10 +109,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'email',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(0, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'admin@documenso.com',
   },
   /**
@@ -75,10 +123,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'name',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(1, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'John Doe',
   },
   {
@@ -88,10 +133,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'name',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(1, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'John Doe',
   },
   {
@@ -102,10 +144,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'name',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(1, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'John Doe',
   },
   /**
@@ -119,10 +158,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'date',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(2, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   {
@@ -132,10 +168,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'date',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(2, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   {
@@ -146,10 +179,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'date',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(2, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   /**
@@ -163,10 +193,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'text',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(3, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   {
@@ -176,10 +203,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'text',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(3, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   {
@@ -190,10 +214,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'text',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(3, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   /**
@@ -207,10 +228,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'number',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(4, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   {
@@ -220,10 +238,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'number',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(4, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   {
@@ -234,10 +249,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'number',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(4, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '123456789',
   },
   /**
@@ -251,10 +263,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'initials',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(5, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'JD',
   },
   {
@@ -264,10 +273,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'initials',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(5, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'JD',
   },
   {
@@ -278,10 +284,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'initials',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(5, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'JD',
   },
   /**
@@ -299,10 +302,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       ],
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(6, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '0',
   },
   {
@@ -312,15 +312,12 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'radio',
       values: [
         { id: 1, checked: false, value: 'Option 1' },
-        { id: 2, checked: true, value: 'Option 2' },
+        { id: 2, checked: false, value: 'Option 2' },
       ],
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(6, 1),
-    width: columnWidth,
+    customText: '',
-    positionX: 0,
-    positionY: 0,
-    customText: '2',
   },
   {
     type: FieldType.RADIO,
@@ -330,15 +327,12 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'radio',
       values: [
         { id: 1, checked: false, value: 'Option 1' },
-        { id: 2, checked: false, value: 'Option 2' },
+        { id: 2, checked: true, value: 'Option 2' },
       ],
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(6, 2),
-    width: columnWidth,
+    customText: '1',
-    positionX: 0,
-    positionY: 0,
-    customText: '',
   },
   /**
    * Row 8 Checkbox
@@ -355,10 +349,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       ],
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(7, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: toCheckboxCustomText([0]),
   },
   {
@@ -368,15 +359,12 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'checkbox',
       values: [
         { id: 1, checked: false, value: 'Option 1' },
-        { id: 2, checked: true, value: 'Option 2' },
+        { id: 2, checked: false, value: 'Option 2' },
       ],
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(7, 1),
-    width: columnWidth,
+    customText: '',
-    positionX: 0,
-    positionY: 0,
-    customText: toCheckboxCustomText([1]),
   },
   {
     type: FieldType.CHECKBOX,
@@ -386,15 +374,12 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'checkbox',
       values: [
         { id: 1, checked: false, value: 'Option 1' },
-        { id: 2, checked: false, value: 'Option 2' },
+        { id: 2, checked: true, value: 'Option 2' },
       ],
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(7, 2),
-    width: columnWidth,
+    customText: toCheckboxCustomText([1]),
-    positionX: 0,
-    positionY: 0,
-    customText: '',
   },
   /**
    * Row 8 Dropdown
@@ -407,10 +392,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'dropdown',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(8, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'Option 1',
   },
   {
@@ -420,10 +402,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'dropdown',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(8, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'Option 1',
   },
   {
@@ -434,10 +413,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'dropdown',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(8, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: 'Option 1',
   },
   /**
@@ -450,10 +426,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'signature',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(9, 0),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '',
     signature: 'My Signature',
   },
@@ -463,10 +436,7 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'signature',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(9, 1),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '',
     signature: 'My Signature',
   },
@@ -477,22 +447,295 @@ export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
       type: 'signature',
     },
     page: 1,
-    height: rowHeight,
+    ...calculatePositionPageOne(9, 2),
-    width: columnWidth,
-    positionX: 0,
-    positionY: 0,
     customText: '',
     signature: 'My Signature',
   },
+  /**
+   * @@@@@@@@@@@@@@@@@@@@@@@
+   *
+   * PAGE 2
+   *
+   * @@@@@@@@@@@@@@@@@@@@@@@
+   */
+  // TEXT GRID ROW 1
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'left',
+      type: 'text',
+      verticalAlign: 'top',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(0, 0),
+    customText: 'SOME TEXT',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'text',
+      verticalAlign: 'top',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(0, 1),
+    customText: 'SOME TEXT',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'right',
+      type: 'text',
+      verticalAlign: 'top',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(0, 2),
+    customText: 'SOME TEXT',
+  },
+  // TEXT GRID ROW 2
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'left',
+      type: 'text',
+      verticalAlign: 'middle',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(1, 0),
+    customText: 'SOME TEXT',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'text',
+      verticalAlign: 'middle',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(1, 1),
+    customText: 'SOME TEXT',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'right',
+      type: 'text',
+      verticalAlign: 'middle',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(1, 2),
+    customText: 'SOME TEXT',
+  },
+  // TEXT GRID ROW 3
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'left',
+      type: 'text',
+      verticalAlign: 'bottom',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(2, 0),
+    customText: 'SOME TEXT',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'text',
+      verticalAlign: 'bottom',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(2, 1),
+    customText: 'SOME TEXT',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'right',
+      type: 'text',
+      verticalAlign: 'bottom',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(2, 2),
+    customText: 'SOME TEXT',
+  },
+  // NUMBER GRID ROW 1
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'left',
+      type: 'number',
+      verticalAlign: 'top',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(3, 0),
+    customText: '123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'number',
+      verticalAlign: 'top',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(3, 1),
+    customText: '123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'right',
+      type: 'number',
+      verticalAlign: 'top',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(3, 2),
+    customText: '123456789123456789',
+  },
+  // NUMBER GRID ROW 2
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'left',
+      type: 'number',
+      verticalAlign: 'middle',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(4, 0),
+    customText: '123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'number',
+      verticalAlign: 'middle',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(4, 1),
+    customText: '123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'right',
+      type: 'number',
+      verticalAlign: 'middle',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(4, 2),
+    customText: '123456789123456789',
+  },
+  // NUMBER GRID ROW 3
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'left',
+      type: 'number',
+      verticalAlign: 'bottom',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(5, 0),
+    customText: '123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'number',
+      verticalAlign: 'bottom',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(5, 1),
+    customText: '123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'right',
+      type: 'number',
+      verticalAlign: 'bottom',
+    },
+    page: 2,
+    ...calculatePositionPageTwo(5, 2),
+    customText: '123456789123456789',
+  },
+  // Text combing
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      verticalAlign: 'middle',
+      letterSpacing: 32,
+      characterLimit: 9,
+    },
+    page: 2,
+    ...calculatePositionPageTwo(6, 0, 'full'),
+    positionX: calculatePositionPageTwo(6, 0, 'full').positionX + 1.75,
+    width: calculatePositionPageTwo(6, 0, 'full').width + 1.75,
+    customText: 'HEY HEY 1',
+  },
+  // Number combing
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      verticalAlign: 'middle',
+      letterSpacing: 32,
+    },
+    page: 2,
+    ...calculatePositionPageTwo(7, 0, 'full'),
+    positionX: calculatePositionPageTwo(7, 0, 'full').positionX + 1.75,
+    width: calculatePositionPageTwo(7, 0, 'full').width + 1.75,
+
+    customText: '123456789',
+  },
+  /**
+   * @@@@@@@@@@@@@@@@@@@@@@@
+   *
+   * PAGE 2 TEXT MULTILINE
+   *
+   * @@@@@@@@@@@@@@@@@@@@@@@
+   */
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      verticalAlign: 'top',
+      textAlign: 'left',
+      lineHeight: 2.24,
+      type: 'text',
+    },
+    page: 3,
+    ...calculatePositionPageThree(0, 0, 'full', 3),
+    customText:
+      'Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      verticalAlign: 'middle',
+      textAlign: 'center',
+      lineHeight: 2.24,
+      type: 'text',
+    },
+    page: 3,
+    ...calculatePositionPageThree(3, 0, 'full', 3),
+    customText:
+      'Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      verticalAlign: 'bottom',
+      textAlign: 'right',
+      lineHeight: 2.24,
+      type: 'text',
+    },
+    page: 3,
+    ...calculatePositionPageThree(6, 0, 'full', 3),
+    customText:
+      'Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.',
+  },
 ] as const;
-
-export const formatAlignmentTestFields = ALIGNMENT_TEST_FIELDS.map((field, index) => {
-  const row = Math.floor(index / 3);
-  const column = index % 3;
-
-  return {
-    ...field,
-    positionX: alignmentGridStartX + column * columnWidth,
-    positionY: alignmentGridStartY + row * rowHeight,
-  };
-});

packages/app-tests/constants/field-meta-pdf.ts

@@ -7,6 +7,7 @@ import {
 } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
 
 import type { FieldTestData } from './field-alignment-pdf';
+import { signatureBase64Demo } from './field-alignment-pdf';
 
 const columnWidth = 20.1;
 const fullColumnWidth = 75.8;
@@ -37,7 +38,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     page: 2,
     ...calculatePosition(0, 0),
     customText: '',
-    signature: 'My Signature',
+    signature: signatureBase64Demo,
   },
   {
     type: FieldType.SIGNATURE,
@@ -47,7 +48,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     page: 2,
     ...calculatePosition(1, 0),
     customText: '',
-    signature: 'My Signature',
+    signature: signatureBase64Demo,
   },
   {
     type: FieldType.SIGNATURE,
@@ -67,7 +68,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     page: 2,
     ...calculatePosition(3, 0),
     customText: '',
-    signature: 'My Signature',
+    signature: 'My Signature super overflow maybe',
   },
 
   /**
@@ -80,7 +81,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 3,
     ...calculatePosition(0, 0, 'full'),
-    customText: '123456789',
+    customText: 'Hello world, this is some random text that I have written here',
   },
   {
     type: FieldType.TEXT,
@@ -89,7 +90,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 3,
     ...calculatePosition(1, 0),
-    customText: '123456789123456789123456789123456789',
+    customText: 'Some text that should overflow correctly',
   },
   {
     type: FieldType.TEXT,
@@ -109,7 +110,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 3,
     ...calculatePosition(3, 0),
-    customText: '123456789',
+    customText: 'Input should have a placeholder text when clicked',
   },
   {
     type: FieldType.TEXT,
@@ -119,7 +120,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 3,
     ...calculatePosition(3, 1),
-    customText: '123456789',
+    customText: 'Should have a label during editing and signing',
   },
   {
     type: FieldType.TEXT,
@@ -129,7 +130,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 3,
     ...calculatePosition(3, 2),
-    customText: '123456789',
+    customText: '',
   },
   {
     type: FieldType.TEXT,
@@ -139,20 +140,19 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 3,
     ...calculatePosition(4, 0),
-    customText: '123456789',
+    customText: 'This is a required field',
   },
   {
     type: FieldType.TEXT,
     fieldMeta: {
       type: 'text',
       readOnly: true,
-      text: 'Readonly Value',
+      text: 'Some Readonly Value',
     },
     page: 3,
     ...calculatePosition(4, 1),
-    customText: 'Readonly Value',
+    customText: '',
   },
-
   /**
    * PAGE 4 NUMBER
    */
@@ -220,7 +220,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     type: FieldType.NUMBER,
     fieldMeta: {
       type: 'number',
-      value: '123',
+      value: '123456789',
     },
     page: 4,
     ...calculatePosition(3, 2),
@@ -241,10 +241,11 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     fieldMeta: {
       type: 'number',
       readOnly: true,
+      value: '123456789',
     },
     page: 4,
     ...calculatePosition(4, 1),
-    customText: '123456789',
+    customText: '',
   },
 
   /**
@@ -272,8 +273,8 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
       type: 'radio',
       values: [
         { id: 1, checked: false, value: 'Option 1' },
-        { id: 2, checked: true, value: 'Option 2' },
+        { id: 2, checked: false, value: 'Option 2' },
-        { id: 3, checked: false, value: 'Option 3' },
+        { id: 3, checked: true, value: 'Option 3' },
       ],
     },
     page: 5,
@@ -285,6 +286,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     fieldMeta: {
       direction: 'vertical',
       type: 'radio',
+      required: true,
       values: [
         { id: 1, checked: false, value: 'Option 1' },
         { id: 2, checked: false, value: 'Option 2' },
@@ -293,17 +295,18 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 5,
     ...calculatePosition(2, 0),
-    customText: '',
+    customText: '2',
   },
   {
     type: FieldType.RADIO,
     fieldMeta: {
       direction: 'vertical',
       type: 'radio',
+      readOnly: true,
       values: [
         { id: 1, checked: false, value: 'Option 1' },
         { id: 2, checked: false, value: 'Option 2' },
-        { id: 3, checked: false, value: 'Option 3' },
+        { id: 3, checked: true, value: 'Option 3' },
       ],
     },
     page: 5,
@@ -338,7 +341,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
       values: [
         { id: 1, checked: false, value: 'Option 1' },
         { id: 2, checked: true, value: 'Option 2' },
-        { id: 2, checked: true, value: 'Option 3' },
+        { id: 3, checked: false, value: 'Option 3' },
       ],
     },
     page: 6,
@@ -358,7 +361,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 6,
     ...calculatePosition(2, 0),
-    customText: '',
+    customText: toCheckboxCustomText([2]),
   },
   {
     type: FieldType.CHECKBOX,
@@ -368,7 +371,7 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
       readOnly: true,
       values: [
         { id: 1, checked: false, value: 'Option 1' },
-        { id: 2, checked: false, value: 'Option 2' },
+        { id: 2, checked: true, value: 'Option 2' },
       ],
     },
     page: 6,
@@ -445,11 +448,11 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     fieldMeta: {
       values: [{ value: 'Option 1' }, { value: 'Option 2' }],
       type: 'dropdown',
-      defaultValue: 'Option 1',
+      defaultValue: 'Option 2',
     },
     page: 7,
     ...calculatePosition(1, 0),
-    customText: 'Option 1',
+    customText: 'Option 2',
   },
   {
     type: FieldType.DROPDOWN,
@@ -460,13 +463,14 @@ export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
     },
     page: 7,
     ...calculatePosition(2, 0),
-    customText: 'Option 1',
+    customText: 'Option 3',
   },
   {
     type: FieldType.DROPDOWN,
     fieldMeta: {
       values: [{ value: 'Option 1' }, { value: 'Option 2' }, { value: 'Option 3' }],
       type: 'dropdown',
+      defaultValue: 'Option 1',
       readOnly: true,
     },
     page: 7,

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

@@ -27,7 +27,7 @@ import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/en
 import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
 import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
 
-import { formatAlignmentTestFields } from '../../../constants/field-alignment-pdf';
+import { ALIGNMENT_TEST_FIELDS } from '../../../constants/field-alignment-pdf';
 import { FIELD_META_TEST_FIELDS } from '../../../constants/field-meta-pdf';
 
 const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
@@ -490,7 +490,7 @@ test.describe('API V2 Envelopes', () => {
     // Step 6: Create fields for first PDF (alignment fields)
     const alignmentFieldsRequest = {
       envelopeId: createdEnvelope.id,
-      data: formatAlignmentTestFields.map((field) => ({
+      data: ALIGNMENT_TEST_FIELDS.map((field) => ({
         recipientId,
         envelopeItemId: alignmentItem.id,
         type: field.type,
@@ -547,7 +547,7 @@ test.describe('API V2 Envelopes', () => {
     expect(finalEnvelope.envelopeItems.length).toBe(2);
     expect(finalEnvelope.recipients.length).toBe(1);
     expect(finalEnvelope.fields.length).toBe(
-      formatAlignmentTestFields.length + FIELD_META_TEST_FIELDS.length,
+      ALIGNMENT_TEST_FIELDS.length + FIELD_META_TEST_FIELDS.length,
     );
     expect(finalEnvelope.title).toBe('Envelope Full Field Test');
     expect(finalEnvelope.type).toBe(EnvelopeType.DOCUMENT);

packages/app-tests/e2e/envelopes/envelope-alignment.spec.ts

@@ -21,34 +21,226 @@ import pixelMatch from 'pixelmatch';
 import { PNG } from 'pngjs';
 import type { TestInfo } from '@playwright/test';
 import { expect, test } from '@playwright/test';
-import { DocumentStatus } from '@prisma/client';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
 import fs from 'node:fs';
 import path from 'node:path';
 import * as pdfjsLib from 'pdfjs-dist/legacy/build/pdf.js';
-import { getEnvelopeDownloadUrl } from '@documenso/lib/utils/envelope-download';
+import { getEnvelopeItemPdfUrl } from '@documenso/lib/utils/envelope-download';
 import { prisma } from '@documenso/prisma';
 import { seedAlignmentTestDocument } from '@documenso/prisma/seed/initial-seed';
 import { seedUser } from '@documenso/prisma/seed/users';
-
 import { apiSignin } from '../fixtures/authentication';
+import type {
+  TCreateEnvelopePayload,
+  TCreateEnvelopeResponse,
+} from '../../../trpc/server/envelope-router/create-envelope.types';
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../../lib/constants/app';
+import { createApiToken } from '../../../lib/server-only/public-api/create-api-token';
+import { RecipientRole } from '../../../prisma/generated/types';
+import { FIELD_META_TEST_FIELDS } from '../../constants/field-meta-pdf';
+import { ALIGNMENT_TEST_FIELDS } from '../../constants/field-alignment-pdf';
+import type { TDistributeEnvelopeRequest } from '../../../trpc/server/envelope-router/distribute-envelope.types';
+import { isBase64Image } from '../../../lib/constants/signatures';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const baseUrl = `${WEBAPP_BASE_URL}/api/v2`;
 
 test.describe.configure({ mode: 'parallel', timeout: 60000 });
 
-test('field placement visual regression', async ({ page }, testInfo) => {
+test.skip('seed alignment test document', async ({ page }) => {
-  const { user, team } = await seedUser();
+  const user = await prisma.user.findFirstOrThrow({
-
+    where: {
-  const envelope = await seedAlignmentTestDocument({
+      email: 'example@documenso.com',
-    userId: user.id,
+    },
-    teamId: team.id,
+    include: {
-    recipientName: user.name || '',
+      ownedOrganisations: {
-    recipientEmail: user.email,
+        include: {
-    insertFields: true,
+          teams: true,
-    status: DocumentStatus.PENDING,
+        },
+      },
+    },
   });
 
-  const token = envelope.recipients[0].token;
+  const userId = user.id;
+  const teamId = user.ownedOrganisations[0].teams[0].id;
 
-  const signUrl = `/sign/${token}`;
+  await seedAlignmentTestDocument({
+    userId,
+    teamId,
+    recipientName: user.name || '',
+    recipientEmail: user.email,
+    insertFields: false,
+    status: DocumentStatus.DRAFT,
+  });
+});
+
+test('field placement visual regression', async ({ page, request }, testInfo) => {
+  const { user, team } = await seedUser();
+
+  const { token } = await createApiToken({
+    userId: user.id,
+    teamId: team.id,
+    tokenName: 'test',
+    expiresIn: null,
+  });
+
+  // Step 1: Create initial envelope with Prisma (with first envelope item)
+  const alignmentPdf = fs.readFileSync(
+    path.join(__dirname, '../../../../assets/field-font-alignment.pdf'),
+  );
+
+  const fieldMetaPdf = fs.readFileSync(path.join(__dirname, '../../../../assets/field-meta.pdf'));
+
+  const formData = new FormData();
+
+  const fieldMetaFields = FIELD_META_TEST_FIELDS.map((field) => ({
+    identifier: 'field-meta',
+    type: field.type,
+    page: field.page,
+    positionX: field.positionX,
+    positionY: field.positionY,
+    width: field.width,
+    height: field.height,
+    fieldMeta: field.fieldMeta,
+  }));
+
+  const alignmentFields = ALIGNMENT_TEST_FIELDS.map((field) => ({
+    identifier: 'alignment-pdf',
+    type: field.type,
+    page: field.page,
+    positionX: field.positionX,
+    positionY: field.positionY,
+    width: field.width,
+    height: field.height,
+    fieldMeta: field.fieldMeta,
+  }));
+
+  const createEnvelopePayload: TCreateEnvelopePayload = {
+    type: EnvelopeType.DOCUMENT,
+    title: 'Envelope Full Field Test',
+    recipients: [
+      {
+        email: user.email,
+        name: user.name || '',
+        role: RecipientRole.SIGNER,
+        fields: [...fieldMetaFields, ...alignmentFields],
+      },
+    ],
+  };
+
+  formData.append('payload', JSON.stringify(createEnvelopePayload));
+
+  formData.append('files', new File([alignmentPdf], 'alignment-pdf', { type: 'application/pdf' }));
+  formData.append('files', new File([fieldMetaPdf], 'field-meta', { type: 'application/pdf' }));
+
+  const createEnvelopeRequest = await request.post(`${baseUrl}/envelope/create`, {
+    headers: { Authorization: `Bearer ${token}` },
+    multipart: formData,
+  });
+
+  expect(createEnvelopeRequest.ok()).toBeTruthy();
+  expect(createEnvelopeRequest.status()).toBe(200);
+
+  const { id: createdEnvelopeId }: TCreateEnvelopeResponse = await createEnvelopeRequest.json();
+
+  const envelope = await prisma.envelope.findUniqueOrThrow({
+    where: {
+      id: createdEnvelopeId,
+    },
+    include: {
+      recipients: true,
+      envelopeItems: true,
+    },
+  });
+
+  const recipientId = envelope.recipients[0].id;
+  const alignmentItem = envelope.envelopeItems.find((item: { order: number }) => item.order === 1);
+  const fieldMetaItem = envelope.envelopeItems.find((item: { order: number }) => item.order === 2);
+
+  expect(recipientId).toBeDefined();
+  expect(alignmentItem).toBeDefined();
+  expect(fieldMetaItem).toBeDefined();
+
+  if (!alignmentItem || !fieldMetaItem) {
+    throw new Error('Envelope items not found');
+  }
+
+  const distributeEnvelopeRequest = await request.post(`${baseUrl}/envelope/distribute`, {
+    headers: { Authorization: `Bearer ${token}` },
+    data: {
+      envelopeId: envelope.id,
+    } satisfies TDistributeEnvelopeRequest,
+  });
+
+  expect(distributeEnvelopeRequest.ok()).toBeTruthy();
+
+  const uninsertedFields = await prisma.field.findMany({
+    where: {
+      envelopeId: envelope.id,
+      inserted: false,
+    },
+    include: {
+      envelopeItem: {
+        select: {
+          title: true,
+        },
+      },
+    },
+  });
+
+  await Promise.all(
+    uninsertedFields.map(async (field) => {
+      let foundField = ALIGNMENT_TEST_FIELDS.find(
+        (f) =>
+          field.page === f.page &&
+          field.envelopeItem.title === 'alignment-pdf' &&
+          Number(field.positionX).toFixed(2) === f.positionX.toFixed(2) &&
+          Number(field.positionY).toFixed(2) === f.positionY.toFixed(2) &&
+          Number(field.width).toFixed(2) === f.width.toFixed(2) &&
+          Number(field.height).toFixed(2) === f.height.toFixed(2),
+      );
+
+      if (!foundField) {
+        foundField = FIELD_META_TEST_FIELDS.find(
+          (f) =>
+            field.page === f.page &&
+            field.envelopeItem.title === 'field-meta' &&
+            Number(field.positionX).toFixed(2) === f.positionX.toFixed(2) &&
+            Number(field.positionY).toFixed(2) === f.positionY.toFixed(2) &&
+            Number(field.width).toFixed(2) === f.width.toFixed(2) &&
+            Number(field.height).toFixed(2) === f.height.toFixed(2),
+        );
+      }
+
+      if (!foundField) {
+        throw new Error('Field not found');
+      }
+
+      await prisma.field.update({
+        where: {
+          id: field.id,
+        },
+        data: {
+          inserted: true,
+          customText: foundField.customText,
+          signature: foundField.signature
+            ? {
+                create: {
+                  recipientId: envelope.recipients[0].id,
+                  signatureImageAsBase64: isBase64Image(foundField.signature)
+                    ? foundField.signature
+                    : null,
+                  typedSignature: isBase64Image(foundField.signature) ? null : foundField.signature,
+                },
+              }
+            : undefined,
+        },
+      });
+    }),
+  );
+
+  const recipientToken = envelope.recipients[0].token;
+  const signUrl = `/sign/${recipientToken}`;
 
   await apiSignin({
     page,
@@ -94,9 +286,10 @@ test('field placement visual regression', async ({ page }, testInfo) => {
 
   await Promise.all(
     completedDocument.envelopeItems.map(async (item) => {
-      const documentUrl = getEnvelopeDownloadUrl({
+      const documentUrl = getEnvelopeItemPdfUrl({
+        type: 'download',
         envelopeItem: item,
-        token,
+        token: recipientToken,
         version: 'signed',
       });
 
@@ -179,7 +372,8 @@ test.skip('download envelope images', async ({ page }) => {
 
   await Promise.all(
     completedDocument.envelopeItems.map(async (item) => {
-      const documentUrl = getEnvelopeDownloadUrl({
+      const documentUrl = getEnvelopeItemPdfUrl({
+        type: 'download',
         envelopeItem: item,
         token,
         version: 'signed',
@@ -287,7 +481,7 @@ const compareSignedPdfWithImages = async ({
       // Expect the certificate to NOT be blank. Since the storedImage is blank.
       expect.soft(comparison).toBeGreaterThan(20000);
     } else {
-      expect.soft(comparison).toEqual(0);
+      expect.soft(comparison).toBeLessThan(2);
     }
   }
 };

packages/app-tests/e2e/features/include-document-certificate.spec.ts

@@ -3,7 +3,7 @@ import { expect, test } from '@playwright/test';
 import { DocumentStatus, FieldType } from '@prisma/client';
 
 import { getDocumentByToken } from '@documenso/lib/server-only/document/get-document-by-token';
-import { getEnvelopeDownloadUrl } from '@documenso/lib/utils/envelope-download';
+import { getEnvelopeItemPdfUrl } from '@documenso/lib/utils/envelope-download';
 import { prisma } from '@documenso/prisma';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedTeam } from '@documenso/prisma/seed/teams';
@@ -34,7 +34,8 @@ test.describe('Signing Certificate Tests', () => {
         },
       })
       .then(async (data) => {
-        const documentUrl = getEnvelopeDownloadUrl({
+        const documentUrl = getEnvelopeItemPdfUrl({
+          type: 'download',
           envelopeItem: data,
           token: recipient.token,
           version: 'signed',
@@ -85,7 +86,8 @@ test.describe('Signing Certificate Tests', () => {
 
     const firstDocumentData = completedDocument.envelopeItems[0];
 
-    const documentUrl = getEnvelopeDownloadUrl({
+    const documentUrl = getEnvelopeItemPdfUrl({
+      type: 'download',
       envelopeItem: firstDocumentData,
       token: recipient.token,
       version: 'signed',
@@ -139,7 +141,8 @@ test.describe('Signing Certificate Tests', () => {
         },
       })
       .then(async (data) => {
-        const documentUrl = getEnvelopeDownloadUrl({
+        const documentUrl = getEnvelopeItemPdfUrl({
+          type: 'download',
           envelopeItem: data,
           token: recipient.token,
           version: 'signed',
@@ -188,7 +191,8 @@ test.describe('Signing Certificate Tests', () => {
 
     const firstDocumentData = completedDocument.envelopeItems[0];
 
-    const documentUrl = getEnvelopeDownloadUrl({
+    const documentUrl = getEnvelopeItemPdfUrl({
+      type: 'download',
       envelopeItem: firstDocumentData,
       token: recipient.token,
       version: 'signed',
@@ -242,7 +246,8 @@ test.describe('Signing Certificate Tests', () => {
         },
       })
       .then(async (data) => {
-        const documentUrl = getEnvelopeDownloadUrl({
+        const documentUrl = getEnvelopeItemPdfUrl({
+          type: 'download',
           envelopeItem: data,
           token: recipient.token,
           version: 'signed',
@@ -289,7 +294,8 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    const documentUrl = getEnvelopeDownloadUrl({
+    const documentUrl = getEnvelopeItemPdfUrl({
+      type: 'download',
       envelopeItem: completedDocument.envelopeItems[0],
       token: recipient.token,
       version: 'signed',

packages/app-tests/e2e/folders/team-account-folders.spec.ts

@@ -9,6 +9,7 @@ import { seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
 
 import { apiSignin } from '../fixtures/authentication';
+import { expectTextToBeVisible } from '../fixtures/generic';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -81,20 +82,23 @@ test('[TEAMS]: can create a document inside a document folder', async ({ page })
     redirectPath: `/t/${team.url}/documents/f/${teamFolder.id}`,
   });
 
-  const fileInput = page.locator('input[type="file"]').nth(1);
+  // Upload document.
-  await fileInput.waitFor({ state: 'attached' });
+  const [fileChooser] = await Promise.all([
+    page.waitForEvent('filechooser'),
+    page.getByRole('button', { name: 'Document (Legacy)' }).click(),
+  ]);
 
-  await fileInput.setInputFiles(
+  await fileChooser.setFiles(
     path.join(__dirname, '../../../assets/documenso-supporter-pledge.pdf'),
   );
 
   await page.waitForTimeout(3000);
 
-  await expect(page.getByText('documenso-supporter-pledge.pdf')).toBeVisible();
+  await expectTextToBeVisible(page, 'documenso-supporter-pledge.pdf');
 
   await page.goto(`/t/${team.url}/documents/f/${teamFolder.id}`);
 
-  await expect(page.getByText('documenso-supporter-pledge.pdf')).toBeVisible();
+  await expectTextToBeVisible(page, 'documenso-supporter-pledge.pdf');
 });
 
 test('[TEAMS]: can pin a document folder', async ({ page }) => {
@@ -368,7 +372,7 @@ test('[TEAMS]: can create a template inside a template folder', async ({ page })
 
   await expect(page.getByText('Team Client Templates')).toBeVisible();
 
-  await page.getByRole('button', { name: 'New Template' }).click();
+  await page.getByRole('button', { name: 'Template (Legacy)' }).click();
 
   await page.getByText('Upload Template Document').click();
 
@@ -382,11 +386,11 @@ test('[TEAMS]: can create a template inside a template folder', async ({ page })
   await page.waitForTimeout(3000);
 
   // Expect redirect.
-  await expect(page.getByText('documenso-supporter-pledge.pdf')).toBeVisible();
+  await expectTextToBeVisible(page, 'documenso-supporter-pledge.pdf');
 
   // Return to folder and verify file is visible.
   await page.goto(`/t/${team.url}/templates/f/${folder.id}`);
-  await expect(page.getByText('documenso-supporter-pledge.pdf')).toBeVisible();
+  await expectTextToBeVisible(page, 'documenso-supporter-pledge.pdf');
 });
 
 test('[TEAMS]: can pin a template folder', async ({ page }) => {
@@ -842,7 +846,7 @@ test('[TEAMS]: documents inherit folder visibility', async ({ page }) => {
   // Upload document.
   const [fileChooser] = await Promise.all([
     page.waitForEvent('filechooser'),
-    page.getByRole('button', { name: 'Upload Document' }).click(),
+    page.getByRole('button', { name: 'Document (Legacy)' }).click(),
   ]);
 
   await fileChooser.setFiles(
@@ -851,7 +855,7 @@ test('[TEAMS]: documents inherit folder visibility', async ({ page }) => {
 
   await page.waitForTimeout(3000);
 
-  await expect(page.getByText('documenso-supporter-pledge.pdf')).toBeVisible();
+  await expectTextToBeVisible(page, 'documenso-supporter-pledge.pdf');
 
   await expect(page.getByRole('combobox').filter({ hasText: 'Admins only' })).toBeVisible();
 });