Merge branch 'main' into feat/unlink-documents-deleted-org

chore: merge main
chore: return minimal data
2025-11-12 07:43:16 +10:00 · 2025-10-28 21:04:54 +11:00 · 2025-09-11 17:20:24 +03:00 · 2025-09-01 14:20:15 +03:00 · 2025-09-01 14:01:42 +03:00 · 2025-09-01 13:56:21 +03:00
35 changed files with 353 additions and 2476 deletions
--- a/CODE_STYLE.md
+++ b/CODE_STYLE.md
@ -1,692 +0,0 @@
-# Documenso Code Style Guide
-
-This document captures the code style, patterns, and conventions used in the Documenso codebase. It covers both enforceable rules and subjective "taste" elements that make our code consistent and maintainable.
-
-## Table of Contents
-
-1. [General Principles](#general-principles)
-2. [TypeScript Conventions](#typescript-conventions)
-3. [Imports & Dependencies](#imports--dependencies)
-4. [Functions & Methods](#functions--methods)
-5. [React & Components](#react--components)
-6. [Error Handling](#error-handling)
-7. [Async/Await Patterns](#asyncawait-patterns)
-8. [Whitespace & Formatting](#whitespace--formatting)
-9. [Naming Conventions](#naming-conventions)
-10. [Pattern Matching](#pattern-matching)
-11. [Database & Prisma](#database--prisma)
-12. [TRPC Patterns](#trpc-patterns)
-
---
-
-## General Principles
-
- **Functional over Object-Oriented**: Prefer functional programming patterns over classes
- **Explicit over Implicit**: Be explicit about types, return values, and error cases
- **Early Returns**: Use guard clauses and early returns to reduce nesting
- **Immutability**: Favor `const` over `let`; avoid mutation where possible
-
---
-
-## TypeScript Conventions
-
-### Type Definitions
-
-```typescript
-// ✅ Prefer `type` over `interface`
-type CreateDocumentOptions = {
-  templateId: number;
-  userId: number;
-  recipients: Recipient[];
-};
-
-// ❌ Avoid interfaces unless absolutely necessary
-interface CreateDocumentOptions {
-  templateId: number;
-}
-```
-
-### Type Imports
-
-```typescript
-// ✅ Use `type` keyword for type-only imports
-import type { Document, Recipient } from '@prisma/client';
-import { DocumentStatus } from '@prisma/client';
-
-// Types in function signatures
-export const findDocuments = async ({ userId, teamId }: FindDocumentsOptions) => {
-  // ...
-};
-```
-
-### Inline Types for Function Parameters
-
-```typescript
-// ✅ Extract inline types to named types
-type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role' | 'authOptions'> & {
-  templateRecipientId: number;
-  fields: Field[];
-};
-
-const finalRecipients: FinalRecipient[] = [];
-```
-
---
-
-## Imports & Dependencies
-
-### Import Organization
-
-Imports should be organized in the following order with blank lines between groups:
-
-```typescript
-// 1. React imports
-import { useCallback, useEffect, useMemo } from 'react';
-
-// 2. Third-party library imports (alphabetically)
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient } from '@prisma/client';
-import { DocumentStatus, RecipientRole } from '@prisma/client';
-import { match } from 'ts-pattern';
-
-// 3. Internal package imports (from @documenso/*)
-import { AppError } from '@documenso/lib/errors/app-error';
-import { prisma } from '@documenso/prisma';
-import { Button } from '@documenso/ui/primitives/button';
-
-// 4. Relative imports
-import { getTeamById } from '../team/get-team';
-import type { FindResultResponse } from './types';
-```
-
-### Destructuring Imports
-
-```typescript
-// ✅ Destructure specific exports
-// ✅ Use type imports for types
-import type { Document } from '@prisma/client';
-
-import { Button } from '@documenso/ui/primitives/button';
-import { Input } from '@documenso/ui/primitives/input';
-```
-
---
-
-## Functions & Methods
-
-### Arrow Functions
-
-```typescript
-// ✅ Always use arrow functions for functions
-export const createDocument = async ({
-  userId,
-  title,
-}: CreateDocumentOptions) => {
-  // ...
-};
-
-// ✅ Callbacks and handlers
-const onSubmit = useCallback(async () => {
-  // ...
-}, [dependencies]);
-
-// ❌ Avoid regular function declarations
-function createDocument() {
-  // ...
-}
-```
-
-### Function Parameters
-
-```typescript
-// ✅ Use destructured object parameters for multiple params
-export const findDocuments = async ({
-  userId,
-  teamId,
-  status = ExtendedDocumentStatus.ALL,
-  page = 1,
-  perPage = 10,
-}: FindDocumentsOptions) => {
-  // ...
-};
-
-// ✅ Destructure on separate line when needed
-const onFormSubmit = form.handleSubmit(onSubmit);
-
-// ✅ Deconstruct nested properties explicitly
-const { user } = ctx;
-const { templateId } = input;
-```
-
---
-
-## React & Components
-
-### Component Definition
-
-```typescript
-// ✅ Use const with arrow function
-export const AddSignersFormPartial = ({
-  documentFlow,
-  recipients,
-  fields,
-  onSubmit,
-}: AddSignersFormProps) => {
-  // ...
-};
-
-// ❌ Never use classes
-class MyComponent extends React.Component {
-  // ...
-}
-```
-
-### Hooks
-
-```typescript
-// ✅ Group related hooks together with blank line separation
-const { _ } = useLingui();
-const { toast } = useToast();
-
-const { currentStep, totalSteps, previousStep } = useStep();
-
-const form = useForm<TFormSchema>({
-  resolver: zodResolver(ZFormSchema),
-  defaultValues: {
-    // ...
-  },
-});
-```
-
-### Event Handlers
-
-```typescript
-// ✅ Use arrow functions with descriptive names
-const onFormSubmit = async () => {
-  await form.trigger();
-  // ...
-};
-
-const onFieldCopy = useCallback(
-  (event?: KeyboardEvent | null) => {
-    event?.preventDefault();
-    // ...
-  },
-  [dependencies],
-);
-
-// ✅ Inline handlers for simple operations
-<Button onClick={() => setOpen(false)}>Close</Button>
-```
-
-### State Management
-
-```typescript
-// ✅ Descriptive state names with auxiliary verbs
-const [isLoading, setIsLoading] = useState(false);
-const [hasError, setHasError] = useState(false);
-const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
-
-// ✅ Complex state in single useState when related
-const [coords, setCoords] = useState({
-  x: 0,
-  y: 0,
-});
-```
-
---
-
-## Error Handling
-
-### Try-Catch Blocks
-
-```typescript
-// ✅ Use try-catch for operations that might fail
-try {
-  const document = await getDocumentById({
-    documentId: Number(documentId),
-    userId: user.id,
-  });
-
-  return {
-    status: 200,
-    body: document,
-  };
-} catch (err) {
-  return {
-    status: 404,
-    body: {
-      message: 'Document not found',
-    },
-  };
-}
-```
-
-### Throwing Errors
-
-```typescript
-// ✅ Use AppError for application errors
-throw new AppError(AppErrorCode.NOT_FOUND, {
-  message: 'Template not found',
-});
-
-// ✅ Use descriptive error messages
-if (!template) {
-  throw new AppError(AppErrorCode.NOT_FOUND, {
-    message: `Template with ID ${templateId} not found`,
-  });
-}
-```
-
-### Error Parsing on Frontend
-
-```typescript
-// ✅ Parse errors on the frontend
-try {
-  await updateOrganisation({ organisationId, data });
-} catch (err) {
-  const error = AppError.parseError(err);
-  console.error(error);
-
-  toast({
-    title: t`An error occurred`,
-    description: error.message,
-    variant: 'destructive',
-  });
-}
-```
-
---
-
-## Async/Await Patterns
-
-### Async Function Definitions
-
-```typescript
-// ✅ Mark async functions clearly
-export const createDocument = async ({
-  userId,
-  title,
-}: Options): Promise<Document> => {
-  // ...
-};
-
-// ✅ Use await for promises
-const document = await prisma.document.create({ data });
-
-// ✅ Use Promise.all for parallel operations
-const [document, recipients] = await Promise.all([
-  getDocumentById({ documentId }),
-  getRecipientsForDocument({ documentId }),
-]);
-```
-
-### Void for Fire-and-Forget
-
-```typescript
-// ✅ Use void for intentionally unwaited promises
-void handleAutoSave();
-
-// ✅ Or in event handlers
-onClick={() => void onFormSubmit()}
-```
-
---
-
-## Whitespace & Formatting
-
-### Blank Lines Between Concepts
-
-```typescript
-// ✅ Blank line after imports
-import { prisma } from '@documenso/prisma';
-
-export const findDocuments = async () => {
-  // ...
-};
-
-// ✅ Blank line between logical sections
-const user = await prisma.user.findFirst({ where: { id: userId } });
-
-let team = null;
-
-if (teamId !== undefined) {
-  team = await getTeamById({ userId, teamId });
-}
-
-// ✅ Blank line before return statements
-const result = await someOperation();
-
-return result;
-```
-
-### Function/Method Spacing
-
-```typescript
-// ✅ No blank lines between chained methods in same operation
-const documents = await prisma.document
-  .findMany({ where: { userId } })
-  .then((docs) => docs.map(maskTokens));
-
-// ✅ Blank line between different operations
-const document = await createDocument({ userId });
-
-await sendDocument({ documentId: document.id });
-
-return document;
-```
-
-### Object and Array Formatting
-
-```typescript
-// ✅ Multi-line when complex
-const options = {
-  userId,
-  teamId,
-  status: ExtendedDocumentStatus.ALL,
-  page: 1,
-};
-
-// ✅ Single line when simple
-const coords = { x: 0, y: 0 };
-
-// ✅ Array items on separate lines when objects
-const recipients = [
-  {
-    name: 'John',
-    email: 'john@example.com',
-  },
-  {
-    name: 'Jane',
-    email: 'jane@example.com',
-  },
-];
-```
-
---
-
-## Naming Conventions
-
-### Variables
-
-```typescript
-// ✅ camelCase for variables and functions
-const documentId = 123;
-const onSubmit = () => {};
-
-// ✅ Descriptive names with auxiliary verbs for booleans
-const isLoading = false;
-const hasError = false;
-const canEdit = true;
-const shouldRender = true;
-
-// ✅ Prefix with $ for DOM elements
-const $page = document.querySelector('.page');
-const $inputRef = useRef<HTMLInputElement>(null);
-```
-
-### Types and Schemas
-
-```typescript
-// ✅ PascalCase for types
-type CreateDocumentOptions = {
-  userId: number;
-};
-
-// ✅ Prefix Zod schemas with Z
-const ZCreateDocumentSchema = z.object({
-  title: z.string(),
-});
-
-// ✅ Prefix type from Zod schema with T
-type TCreateDocumentSchema = z.infer<typeof ZCreateDocumentSchema>;
-```
-
-### Constants
-
-```typescript
-// ✅ UPPER_SNAKE_CASE for true constants
-const DEFAULT_DOCUMENT_DATE_FORMAT = 'dd/MM/yyyy';
-const MAX_FILE_SIZE = 1024 * 1024 * 5;
-
-// ✅ camelCase for const variables that aren't "constants"
-const userId = await getUserId();
-```
-
-### Functions
-
-```typescript
-// ✅ Verb-based names for functions
-const createDocument = async () => {};
-const findDocuments = async () => {};
-const updateDocument = async () => {};
-const deleteDocument = async () => {};
-
-// ✅ On prefix for event handlers
-const onSubmit = () => {};
-const onClick = () => {};
-const onFieldCopy = () => {}; // 'on' is also acceptable
-```
-
-### Clarity Over Brevity
-
-```typescript
-// ✅ Prefer descriptive names over abbreviations
-const superLongMethodThatIsCorrect = () => {};
-const recipientAuthenticationOptions = {};
-const documentMetadata = {};
-
-// ❌ Avoid abbreviations that sacrifice clarity
-const supLongMethThatIsCorrect = () => {};
-const recipAuthOpts = {};
-const docMeta = {};
-
-// ✅ Common abbreviations that are widely understood are acceptable
-const userId = 123;
-const htmlElement = document.querySelector('div');
-const apiResponse = await fetch('/api');
-```
-
---
-
-## Pattern Matching
-
-### Using ts-pattern
-
-```typescript
-import { match } from 'ts-pattern';
-
-// ✅ Use match for complex conditionals
-const result = match(status)
-  .with(ExtendedDocumentStatus.DRAFT, () => ({
-    status: 'draft',
-  }))
-  .with(ExtendedDocumentStatus.PENDING, () => ({
-    status: 'pending',
-  }))
-  .with(ExtendedDocumentStatus.COMPLETED, () => ({
-    status: 'completed',
-  }))
-  .exhaustive();
-
-// ✅ Use .otherwise() for default case when not exhaustive
-const value = match(type)
-  .with('text', () => 'Text field')
-  .with('number', () => 'Number field')
-  .otherwise(() => 'Unknown field');
-```
-
---
-
-## Database & Prisma
-
-### Query Structure
-
-```typescript
-// ✅ Destructure commonly used fields
-const { id, email, name } = user;
-
-// ✅ Use select to limit returned fields
-const user = await prisma.user.findFirst({
-  where: { id: userId },
-  select: {
-    id: true,
-    email: true,
-    name: true,
-  },
-});
-
-// ✅ Use include for relations
-const document = await prisma.document.findFirst({
-  where: { id: documentId },
-  include: {
-    recipients: true,
-    fields: true,
-  },
-});
-```
-
-### Transactions
-
-```typescript
-// ✅ Use transactions for related operations
-return await prisma.$transaction(async (tx) => {
-  const document = await tx.document.create({ data });
-
-  await tx.field.createMany({ data: fieldsData });
-
-  await tx.documentAuditLog.create({ data: auditData });
-
-  return document;
-});
-```
-
-### Where Clauses
-
-```typescript
-// ✅ Build complex where clauses separately
-const whereClause: Prisma.DocumentWhereInput = {
-  AND: [
-    { userId: user.id },
-    { deletedAt: null },
-    { status: { in: [DocumentStatus.DRAFT, DocumentStatus.PENDING] } },
-  ],
-};
-
-const documents = await prisma.document.findMany({
-  where: whereClause,
-});
-```
-
---
-
-## TRPC Patterns
-
-### Router Structure
-
-```typescript
-// ✅ Destructure context and input at start
-.query(async ({ input, ctx }) => {
-  const { teamId } = ctx;
-  const { templateId } = input;
-
-  ctx.logger.info({
-    input: { templateId },
-  });
-
-  return await getTemplateById({
-    id: templateId,
-    userId: ctx.user.id,
-    teamId,
-  });
-});
-```
-
-### Request/Response Schemas
-
-```typescript
-// ✅ Name schemas clearly
-const ZCreateDocumentRequestSchema = z.object({
-  title: z.string(),
-  recipients: z.array(ZRecipientSchema),
-});
-
-const ZCreateDocumentResponseSchema = z.object({
-  documentId: z.number(),
-  status: z.string(),
-});
-```
-
-### Error Handling in TRPC
-
-```typescript
-// ✅ Catch and transform errors appropriately
-try {
-  const result = await createDocument({ userId, data });
-
-  return result;
-} catch (err) {
-  return AppError.toRestAPIError(err);
-}
-
-// ✅ Or throw AppError directly
-if (!template) {
-  throw new AppError(AppErrorCode.NOT_FOUND, {
-    message: 'Template not found',
-  });
-}
-```
-
---
-
-## Additional Patterns
-
-### Optional Chaining
-
-```typescript
-// ✅ Use optional chaining for potentially undefined values
-const email = user?.email;
-const recipientToken = recipient?.token ?? '';
-
-// ✅ Use nullish coalescing for defaults
-const pageSize = perPage ?? 10;
-const status = documentStatus ?? DocumentStatus.DRAFT;
-```
-
-### Array Operations
-
-```typescript
-// ✅ Use functional array methods
-const activeRecipients = recipients.filter((r) => r.signingStatus === 'SIGNED');
-const recipientEmails = recipients.map((r) => r.email);
-const hasSignedRecipients = recipients.some((r) => r.signingStatus === 'SIGNED');
-
-// ✅ Use find instead of filter + [0]
-const recipient = recipients.find((r) => r.id === recipientId);
-```
-
-### Conditional Rendering
-
-```typescript
-// ✅ Use && for conditional rendering
-{isLoading && <Loader />}
-
-// ✅ Use ternary for either/or
-{isLoading ? <Loader /> : <Content />}
-
-// ✅ Extract complex conditions to variables
-const shouldShowAdvanced = isAdmin && hasPermission && !isDisabled;
-{shouldShowAdvanced && <AdvancedSettings />}
-```
-
---
-
-## When in Doubt
-
- **Consistency**: Follow the patterns you see in similar files
- **Readability**: Favor code that's easy to read over clever one-liners
- **Explicitness**: Be explicit rather than implicit
- **Whitespace**: Use blank lines to separate logical sections
- **Early Returns**: Use guard clauses to reduce nesting
- **Functional**: Prefer functional patterns over imperative ones
--- a/apps/remix/app/components/dialogs/admin-organisation-member-update-dialog.tsx
+++ b/apps/remix/app/components/dialogs/admin-organisation-member-update-dialog.tsx
@ -1,218 +0,0 @@
-import { useEffect, useState } from 'react';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
-import type * as DialogPrimitive from '@radix-ui/react-dialog';
-import { useForm } from 'react-hook-form';
-import { useNavigate } from 'react-router';
-import { match } from 'ts-pattern';
-import { z } from 'zod';
-
-import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
-import { trpc } from '@documenso/trpc/react';
-import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type AdminOrganisationMemberUpdateDialogProps = {
-  trigger?: React.ReactNode;
-  organisationId: string;
-  organisationMember: TGetAdminOrganisationResponse['members'][number];
-  isOwner: boolean;
-} & Omit<DialogPrimitive.DialogProps, 'children'>;
-
-const ZUpdateOrganisationMemberFormSchema = z.object({
-  role: z.enum(['OWNER', 'ADMIN', 'MANAGER', 'MEMBER']),
-});
-
-type ZUpdateOrganisationMemberSchema = z.infer<typeof ZUpdateOrganisationMemberFormSchema>;
-
-export const AdminOrganisationMemberUpdateDialog = ({
-  trigger,
-  organisationId,
-  organisationMember,
-  isOwner,
-  ...props
-}: AdminOrganisationMemberUpdateDialogProps) => {
-  const [open, setOpen] = useState(false);
-
-  const { t } = useLingui();
-  const { toast } = useToast();
-  const navigate = useNavigate();
-
-  // Determine the current role value for the form
-  const currentRoleValue = isOwner
-    ? 'OWNER'
-    : getHighestOrganisationRoleInGroup(
-        organisationMember.organisationGroupMembers.map((ogm) => ogm.group),
-      );
-  const organisationMemberName = organisationMember.user.name ?? organisationMember.user.email;
-
-  const form = useForm<ZUpdateOrganisationMemberSchema>({
-    resolver: zodResolver(ZUpdateOrganisationMemberFormSchema),
-    defaultValues: {
-      role: currentRoleValue,
-    },
-  });
-
-  const { mutateAsync: updateOrganisationMemberRole } =
-    trpc.admin.organisationMember.updateRole.useMutation();
-
-  const onFormSubmit = async ({ role }: ZUpdateOrganisationMemberSchema) => {
-    try {
-      await updateOrganisationMemberRole({
-        organisationId,
-        userId: organisationMember.userId,
-        role,
-      });
-
-      const roleLabel = match(role)
-        .with('OWNER', () => t`Owner`)
-        .with(OrganisationMemberRole.ADMIN, () => t`Admin`)
-        .with(OrganisationMemberRole.MANAGER, () => t`Manager`)
-        .with(OrganisationMemberRole.MEMBER, () => t`Member`)
-        .exhaustive();
-
-      toast({
-        title: t`Success`,
-        description:
-          role === 'OWNER'
-            ? t`Ownership transferred to ${organisationMemberName}.`
-            : t`Updated ${organisationMemberName} to ${roleLabel}.`,
-        duration: 5000,
-      });
-
-      setOpen(false);
-
-      // Refresh the page to show updated data
-      await navigate(0);
-    } catch (err) {
-      console.error(err);
-
-      toast({
-        title: t`An unknown error occurred`,
-        description: t`We encountered an unknown error while attempting to update this organisation member. Please try again later.`,
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!open) {
-      return;
-    }
-
-    form.reset({
-      role: currentRoleValue,
-    });
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [open, currentRoleValue, form]);
-
-  return (
-    <Dialog
-      {...props}
-      open={open}
-      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
-    >
-      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
-        {trigger ?? (
-          <Button variant="secondary">
-            <Trans>Update role</Trans>
-          </Button>
-        )}
-      </DialogTrigger>
-
-      <DialogContent position="center">
-        <DialogHeader>
-          <DialogTitle>
-            <Trans>Update organisation member</Trans>
-          </DialogTitle>
-
-          <DialogDescription className="mt-4">
-            <Trans>
-              You are currently updating{' '}
-              <span className="font-bold">{organisationMemberName}.</span>
-            </Trans>
-          </DialogDescription>
-        </DialogHeader>
-
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
-              <FormField
-                control={form.control}
-                name="role"
-                render={({ field }) => (
-                  <FormItem className="w-full">
-                    <FormLabel required>
-                      <Trans>Role</Trans>
-                    </FormLabel>
-                    <FormControl>
-                      <Select {...field} onValueChange={field.onChange}>
-                        <SelectTrigger className="text-muted-foreground">
-                          <SelectValue />
-                        </SelectTrigger>
-
-                        <SelectContent className="w-full" position="popper">
-                          <SelectItem value="OWNER">
-                            <Trans>Owner</Trans>
-                          </SelectItem>
-                          <SelectItem value={OrganisationMemberRole.ADMIN}>
-                            <Trans>Admin</Trans>
-                          </SelectItem>
-                          <SelectItem value={OrganisationMemberRole.MANAGER}>
-                            <Trans>Manager</Trans>
-                          </SelectItem>
-                          <SelectItem value={OrganisationMemberRole.MEMBER}>
-                            <Trans>Member</Trans>
-                          </SelectItem>
-                        </SelectContent>
-                      </Select>
-                    </FormControl>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <DialogFooter className="mt-4">
-                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
-                  <Trans>Cancel</Trans>
-                </Button>
-
-                <Button type="submit" loading={form.formState.isSubmitting}>
-                  <Trans>Update</Trans>
-                </Button>
-              </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
-      </DialogContent>
-    </Dialog>
-  );
-};
--- a/apps/remix/app/components/general/direct-template/direct-template-page.tsx
+++ b/apps/remix/app/components/general/direct-template/direct-template-page.tsx
@ -89,10 +89,7 @@ export const DirectTemplatePageView = ({
    setStep('sign');
  };

-  const onSignDirectTemplateSubmit = async (
-    fields: DirectTemplateLocalField[],
-    nextSigner?: { name: string; email: string },
-  ) => {
+  const onSignDirectTemplateSubmit = async (fields: DirectTemplateLocalField[]) => {
    try {
      let directTemplateExternalId = searchParams?.get('externalId') || undefined;

@ -101,7 +98,6 @@ export const DirectTemplatePageView = ({
      }

      const { token } = await createDocumentFromDirectTemplate({
-        nextSigner,
        directTemplateToken,
        directTemplateExternalId,
        directRecipientName: fullName,
--- a/apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx
+++ b/apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx
@ -55,13 +55,10 @@ import { DocumentSigningRecipientProvider } from '../document-signing/document-s

 export type DirectTemplateSigningFormProps = {
  flowStep: DocumentFlowStep;
-  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'>;
+  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
  directRecipientFields: Field[];
  template: Omit<TTemplate, 'user'>;
-  onSubmit: (
-    _data: DirectTemplateLocalField[],
-    _nextSigner?: { name: string; email: string },
-  ) => Promise<void>;
+  onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
 };

 export type DirectTemplateLocalField = Field & {
@ -152,7 +149,7 @@ export const DirectTemplateSigningForm = ({
    validateFieldsInserted(fieldsRequiringValidation);
  };

-  const handleSubmit = async (nextSigner?: { name: string; email: string }) => {
+  const handleSubmit = async () => {
    setValidateUninsertedFields(true);

    const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
@ -164,7 +161,7 @@ export const DirectTemplateSigningForm = ({
    setIsSubmitting(true);

    try {
-      await onSubmit(localFields, nextSigner);
+      await onSubmit(localFields);
    } catch {
      setIsSubmitting(false);
    }
@ -221,30 +218,6 @@ export const DirectTemplateSigningForm = ({
    setLocalFields(updatedFields);
  }, []);

-  const nextRecipient = useMemo(() => {
-    if (
-      !template.templateMeta?.signingOrder ||
-      template.templateMeta.signingOrder !== 'SEQUENTIAL' ||
-      !template.templateMeta.allowDictateNextSigner
-    ) {
-      return undefined;
-    }
-
-    const sortedRecipients = template.recipients.sort((a, b) => {
-      // Sort by signingOrder first (nulls last), then by id
-      if (a.signingOrder === null && b.signingOrder === null) return a.id - b.id;
-      if (a.signingOrder === null) return 1;
-      if (b.signingOrder === null) return -1;
-      if (a.signingOrder === b.signingOrder) return a.id - b.id;
-      return a.signingOrder - b.signingOrder;
-    });
-
-    const currentIndex = sortedRecipients.findIndex((r) => r.id === directRecipient.id);
-    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
-      ? sortedRecipients[currentIndex + 1]
-      : undefined;
-  }, [template.templateMeta?.signingOrder, template.recipients, directRecipient.id]);
-
  return (
    <DocumentSigningRecipientProvider recipient={directRecipient}>
      <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
@ -444,15 +417,11 @@ export const DirectTemplateSigningForm = ({

          <DocumentSigningCompleteDialog
            isSubmitting={isSubmitting}
-            onSignatureComplete={async (nextSigner) => handleSubmit(nextSigner)}
+            onSignatureComplete={async () => handleSubmit()}
            documentTitle={template.title}
            fields={localFields}
            fieldsValidated={fieldsValidated}
            recipient={directRecipient}
-            allowDictateNextSigner={nextRecipient && template.templateMeta?.allowDictateNextSigner}
-            defaultNextSigner={
-              nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
-            }
          />
        </div>
      </DocumentFlowFormContainerFooter>
--- a/apps/remix/app/components/general/document-signing/document-signing-auth-page.tsx
+++ b/apps/remix/app/components/general/document-signing/document-signing-auth-page.tsx
@ -9,7 +9,7 @@ import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';

 export type DocumentSigningAuthPageViewProps = {
-  email?: string;
+  email: string;
  emailHasAccount?: boolean;
 };

@ -22,18 +22,12 @@ export const DocumentSigningAuthPageView = ({

  const [isSigningOut, setIsSigningOut] = useState(false);

-  const handleChangeAccount = async (email?: string) => {
+  const handleChangeAccount = async (email: string) => {
    try {
      setIsSigningOut(true);

-      let redirectPath = '/signin';
-
-      if (email) {
-        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
-      }
-
      await authClient.signOut({
-        redirectPath,
+        redirectPath: emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`,
      });
    } catch {
      toast({
@ -55,13 +49,9 @@ export const DocumentSigningAuthPageView = ({
        </h1>

        <p className="text-muted-foreground mt-2 text-sm">
-          {email ? (
-            <Trans>
-              You need to be logged in as <strong>{email}</strong> to view this page.
-            </Trans>
-          ) : (
-            <Trans>You need to be logged in to view this page.</Trans>
-          )}
+          <Trans>
+            You need to be logged in as <strong>{email}</strong> to view this page.
+          </Trans>
        </p>

        <Button
--- a/apps/remix/app/components/general/document-signing/document-signing-auth-provider.tsx
+++ b/apps/remix/app/components/general/document-signing/document-signing-auth-provider.tsx
@ -24,10 +24,7 @@ type PasskeyData = {
  isError: boolean;
 };

-type SigningAuthRecipient = Pick<
-  Recipient,
-  'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'
->;
+type SigningAuthRecipient = Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;

 export type DocumentSigningAuthContextValue = {
  executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;
--- a/apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx
+++ b/apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx
@ -304,6 +304,7 @@ export const DocumentSigningCompleteDialog = ({
                <form onSubmit={form.handleSubmit(onFormSubmit)}>
                  {allowDictateNextSigner && defaultNextSigner && (
                    <div className="mb-4 flex flex-col gap-4">
+                      {/* Todo: Envelopes - Should we say "The next recipient to sign this document will be"? */}
                      <div className="flex flex-col gap-4 md:flex-row">
                        <FormField
                          control={form.control}
--- a/apps/remix/app/components/general/document-signing/envelope-signing-provider.tsx
+++ b/apps/remix/app/components/general/document-signing/envelope-signing-provider.tsx
@ -285,6 +285,8 @@ export const EnvelopeSigningProvider = ({
  }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);

  const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
+    console.log('insertField', fieldId, fieldValue);
+
    // Set the field locally for direct templates.
    if (isDirectTemplate) {
      handleDirectTemplateFieldInsertion(fieldId, fieldValue);
--- a/apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx
+++ b/apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx
@ -127,7 +127,6 @@ export const EnvelopeSignerCompleteDialog = () => {
            isBase64,
          };
        }),
-        nextSigner,
      });

      const redirectUrl = envelope.documentMeta.redirectUrl;
--- a/apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx
+++ b/apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx
@ -34,7 +34,6 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';

-import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { SettingsHeader } from '~/components/general/settings-header';

@ -72,6 +71,23 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
      },
    });

+  const { mutateAsync: promoteToOwner, isPending: isPromotingToOwner } =
+    trpc.admin.organisationMember.promoteToOwner.useMutation({
+      onSuccess: () => {
+        toast({
+          title: t`Success`,
+          description: t`Member promoted to owner successfully`,
+        });
+      },
+      onError: () => {
+        toast({
+          title: t`Error`,
+          description: t`We couldn't promote the member to owner. Please try again.`,
+          variant: 'destructive',
+        });
+      },
+    });
+
  const teamsColumns = useMemo(() => {
    return [
      {
@ -104,24 +120,23 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
      },
      {
        header: t`Actions`,
-        cell: ({ row }) => {
-          const isOwner = row.original.userId === organisation?.ownerUserId;
-
-          return (
-            <div className="flex justify-end space-x-2">
-              <AdminOrganisationMemberUpdateDialog
-                trigger={
-                  <Button variant="outline">
-                    <Trans>Update role</Trans>
-                  </Button>
-                }
-                organisationId={organisationId}
-                organisationMember={row.original}
-                isOwner={isOwner}
-              />
-            </div>
-          );
-        },
+        cell: ({ row }) => (
+          <div className="flex justify-end space-x-2">
+            <Button
+              variant="outline"
+              disabled={row.original.userId === organisation?.ownerUserId}
+              loading={isPromotingToOwner}
+              onClick={async () =>
+                promoteToOwner({
+                  organisationId,
+                  userId: row.original.userId,
+                })
+              }
+            >
+              <Trans>Promote to owner</Trans>
+            </Button>
+          </div>
+        ),
      },
    ] satisfies DataTableColumnDef<TGetAdminOrganisationResponse['members'][number]>[];
  }, [organisation]);
--- a/apps/remix/app/routes/_recipient+/d.$token+/_index.tsx
+++ b/apps/remix/app/routes/_recipient+/d.$token+/_index.tsx
@ -8,6 +8,7 @@ import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/env
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 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 { 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';
@ -97,12 +98,15 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
        envelopeForSigning,
      } as const;
    })
-    .catch((e) => {
+    .catch(async (e) => {
      const error = AppError.parseError(e);

      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
+
        return {
          isDocumentAccessValid: false,
+          ...requiredAccessData,
        } as const;
      }

@ -222,21 +226,20 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
  const user = sessionData?.user;

  if (!data.isDocumentAccessValid) {
-    return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
+    return (
+      <DocumentSigningAuthPageView
+        email={data.recipientEmail}
+        emailHasAccount={!!data.recipientHasAccount}
+      />
+    );
  }

  const { envelope, recipient } = data.envelopeForSigning;

-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: envelope.authOptions,
-  });
-
-  const isEmailForced = derivedRecipientAccessAuth.includes(DocumentAccessAuth.ACCOUNT);
-
  return (
    <EnvelopeSigningProvider
      envelopeData={data.envelopeForSigning}
-      email={isEmailForced ? user?.email || '' : ''} // Doing this allows us to let users change the email if they want to for non-auth templates.
+      email={''} // Doing this allows us to let users change the email if they want to.
      fullName={user?.name}
      signature={user?.signature}
    >
--- a/package-lock.json
+++ b/package-lock.json
@ -19,7 +19,6 @@
        "inngest-cli": "^0.29.1",
        "luxon": "^3.5.0",
        "mupdf": "^1.0.0",
-        "pdf2json": "^4.0.0",
        "react": "^18",
        "typescript": "5.6.2",
        "zod": "3.24.1"
@ -27199,18 +27198,6 @@
      "dev": true,
      "license": "MIT"
    },
-    "node_modules/pdf2json": {
-      "version": "4.0.0",
-      "resolved": "https://registry.npmjs.org/pdf2json/-/pdf2json-4.0.0.tgz",
-      "integrity": "sha512-WkezNsLK8sGpuFC7+PPP0DsXROwdoOxmXPBTtUWWkCwCi/Vi97MRC52Ly6FWIJjOKIywpm/L2oaUgSrmtU+7ZQ==",
-      "license": "Apache-2.0",
-      "bin": {
-        "pdf2json": "bin/pdf2json.js"
-      },
-      "engines": {
-        "node": ">=20.18.0"
-      }
-    },
    "node_modules/pdfjs-dist": {
      "version": "3.11.174",
      "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.11.174.tgz",
--- a/package.json
+++ b/package.json
@ -74,7 +74,6 @@
    "inngest-cli": "^0.29.1",
    "luxon": "^3.5.0",
    "mupdf": "^1.0.0",
-    "pdf2json": "^4.0.0",
    "react": "^18",
    "typescript": "5.6.2",
    "zod": "3.24.1"
--- a/packages/app-tests/e2e/admin/organisations/update-organisation-member-role.spec.ts
+++ b/packages/app-tests/e2e/admin/organisations/update-organisation-member-role.spec.ts
@ -68,29 +68,15 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
  // Test promoting a MEMBER to owner
  const memberRow = page.getByRole('row', { name: memberUser.email });

-  // Find and click the "Update role" button for the member
-  const updateRoleButton = memberRow.getByRole('button', {
-    name: 'Update role',
-  });
-  await expect(updateRoleButton).toBeVisible();
-  await expect(updateRoleButton).not.toBeDisabled();
+  // Find and click the "Promote to owner" button for the member
+  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  await expect(promoteButton).toBeVisible();
+  await expect(promoteButton).not.toBeDisabled();

-  await updateRoleButton.click();
+  await promoteButton.click();

-  // Wait for dialog to open and select Owner role
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Find and click the select trigger - it's a button with role="combobox"
-  await page.getByRole('dialog').locator('button[role="combobox"]').click();
-
-  // Select "Owner" from the dropdown options
-  await page.getByRole('option', { name: 'Owner' }).click();
-
-  // Click Update button
-  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
-
-  // Wait for dialog to close (indicates success)
-  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
+  // Verify success toast appears
+  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();

  // Reload the page to see the changes
  await page.reload();
@ -103,18 +89,12 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
  const previousOwnerRow = page.getByRole('row', { name: ownerUser.email });
  await expect(previousOwnerRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();

-  // Verify that the Update role button exists for the new owner and shows Owner as current role
-  const newOwnerUpdateButton = newOwnerRow.getByRole('button', {
-    name: 'Update role',
-  });
-  await expect(newOwnerUpdateButton).toBeVisible();
+  // Verify that the promote button is now disabled for the new owner
+  const newOwnerPromoteButton = newOwnerRow.getByRole('button', { name: 'Promote to owner' });
+  await expect(newOwnerPromoteButton).toBeDisabled();

-  // Verify clicking it shows the dialog with Owner already selected
-  await newOwnerUpdateButton.click();
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Close the dialog without making changes
-  await page.getByRole('button', { name: 'Cancel' }).click();
+  // Test that we can't promote the current owner (button should be disabled)
+  await expect(newOwnerPromoteButton).toHaveAttribute('disabled');
 });

 test('[ADMIN]: promote manager to owner', async ({ page }) => {
@ -150,26 +130,10 @@ test('[ADMIN]: promote manager to owner', async ({ page }) => {

  // Promote the manager to owner
  const managerRow = page.getByRole('row', { name: managerUser.email });
-  const updateRoleButton = managerRow.getByRole('button', {
-    name: 'Update role',
-  });
+  const promoteButton = managerRow.getByRole('button', { name: 'Promote to owner' });

-  await updateRoleButton.click();
-
-  // Wait for dialog to open and select Owner role
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Find and click the select trigger - it's a button with role="combobox"
-  await page.getByRole('dialog').locator('button[role="combobox"]').click();
-
-  // Select "Owner" from the dropdown options
-  await page.getByRole('option', { name: 'Owner' }).click();
-
-  // Click Update button
-  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
-
-  // Wait for dialog to close (indicates success)
-  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
+  await promoteButton.click();
+  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();

  // Reload and verify the change
  await page.reload();
@ -209,27 +173,14 @@ test('[ADMIN]: promote admin member to owner', async ({ page }) => {

  // Promote the admin member to owner
  const adminMemberRow = page.getByRole('row', { name: adminMemberUser.email });
-  const updateRoleButton = adminMemberRow.getByRole('button', {
-    name: 'Update role',
+  const promoteButton = adminMemberRow.getByRole('button', { name: 'Promote to owner' });
+
+  await promoteButton.click();
+
+  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
+    timeout: 10_000,
  });

-  await updateRoleButton.click();
-
-  // Wait for dialog to open and select Owner role
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Find and click the select trigger - it's a button with role="combobox"
-  await page.getByRole('dialog').locator('button[role="combobox"]').click();
-
-  // Select "Owner" from the dropdown options
-  await page.getByRole('option', { name: 'Owner' }).click();
-
-  // Click Update button
-  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
-
-  // Wait for dialog to close (indicates success)
-  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
-
  // Reload and verify the change
  await page.reload();
  await expect(adminMemberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
@ -298,25 +249,11 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
  await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();

  // Promote member to owner
-  const updateRoleButton = memberRow.getByRole('button', {
-    name: 'Update role',
+  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  await promoteButton.click();
+  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
+    timeout: 10_000,
  });
-  await updateRoleButton.click();
-
-  // Wait for dialog to open and select Owner role
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Find and click the select trigger - it's a button with role="combobox"
-  await page.getByRole('dialog').locator('button[role="combobox"]').click();
-
-  // Select "Owner" from the dropdown options
-  await page.getByRole('option', { name: 'Owner' }).click();
-
-  // Click Update button
-  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
-
-  // Wait for dialog to close (indicates success)
-  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });

  // Reload page to see updated state
  await page.reload();
@ -325,11 +262,9 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
  memberRow = page.getByRole('row', { name: memberUser.email });
  await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();

-  // Verify the Update role button exists and shows Owner as current role
-  const newOwnerUpdateButton = memberRow.getByRole('button', {
-    name: 'Update role',
-  });
-  await expect(newOwnerUpdateButton).toBeVisible();
+  // Verify the promote button is now disabled for the new owner
+  const newOwnerPromoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  await expect(newOwnerPromoteButton).toBeDisabled();

  // Sign in as the newly promoted user to verify they have owner permissions
  await apiSignin({
@ -401,56 +336,28 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {

  // First promotion: Member 1 becomes owner
  let member1Row = page.getByRole('row', { name: member1User.email });
-  let updateRoleButton1 = member1Row.getByRole('button', {
-    name: 'Update role',
+  let promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
+  await promoteButton1.click();
+  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
+    timeout: 10_000,
  });
-  await updateRoleButton1.click();
-
-  // Wait for dialog to open and select Owner role
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Find and click the select trigger - it's a button with role="combobox"
-  await page.getByRole('dialog').locator('button[role="combobox"]').click();
-
-  // Select "Owner" from the dropdown options
-  await page.getByRole('option', { name: 'Owner' }).click();
-
-  // Click Update button
-  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
-
-  // Wait for dialog to close (indicates success)
-  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });

  await page.reload();

-  // Verify Member 1 is now owner
+  // Verify Member 1 is now owner and button is disabled
  member1Row = page.getByRole('row', { name: member1User.email });
  await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
-  updateRoleButton1 = member1Row.getByRole('button', { name: 'Update role' });
-  await expect(updateRoleButton1).toBeVisible();
+  promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
+  await expect(promoteButton1).toBeDisabled();

  // Second promotion: Member 2 becomes the new owner
  const member2Row = page.getByRole('row', { name: member2User.email });
-  const updateRoleButton2 = member2Row.getByRole('button', {
-    name: 'Update role',
+  const promoteButton2 = member2Row.getByRole('button', { name: 'Promote to owner' });
+  await expect(promoteButton2).not.toBeDisabled();
+  await promoteButton2.click();
+  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
+    timeout: 10_000,
  });
-  await expect(updateRoleButton2).toBeVisible();
-  await updateRoleButton2.click();
-
-  // Wait for dialog to open and select Owner role
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Find and click the select trigger - it's a button with role="combobox"
-  await page.getByRole('dialog').locator('button[role="combobox"]').click();
-
-  // Select "Owner" from the dropdown options
-  await page.getByRole('option', { name: 'Owner' }).click();
-
-  // Click Update button
-  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
-
-  // Wait for dialog to close (indicates success)
-  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });

  await page.reload();

@ -458,11 +365,9 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {
  await expect(member2Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
  await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();

-  // Verify Member 1's Update role button is still visible
-  const newUpdateButton1 = member1Row.getByRole('button', {
-    name: 'Update role',
-  });
-  await expect(newUpdateButton1).toBeVisible();
+  // Verify Member 1's promote button is now enabled again
+  const newPromoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
+  await expect(newPromoteButton1).not.toBeDisabled();
 });

 test('[ADMIN]: verify organisation access after ownership change', async ({ page }) => {
@ -497,25 +402,11 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
  });

  const memberRow = page.getByRole('row', { name: memberUser.email });
-  const updateRoleButton = memberRow.getByRole('button', {
-    name: 'Update role',
+  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  await promoteButton.click();
+  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
+    timeout: 10_000,
  });
-  await updateRoleButton.click();
-
-  // Wait for dialog to open and select Owner role
-  await expect(page.getByRole('dialog')).toBeVisible();
-
-  // Find and click the select trigger - it's a button with role="combobox"
-  await page.getByRole('dialog').locator('button[role="combobox"]').click();
-
-  // Select "Owner" from the dropdown options
-  await page.getByRole('option', { name: 'Owner' }).click();
-
-  // Click Update button
-  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
-
-  // Wait for dialog to close (indicates success)
-  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });

  // Test that the new owner can access organisation settings
  await apiSignin({
--- a/packages/app-tests/e2e/auto-placing-fields/auto-place-fields-document.spec.ts
+++ b/packages/app-tests/e2e/auto-placing-fields/auto-place-fields-document.spec.ts
@ -1,98 +0,0 @@
-import { expect, test } from '@playwright/test';
-import path from 'path';
-
-import { seedUser } from '@documenso/prisma/seed/users';
-
-import { apiSignin } from '../fixtures/authentication';
-
-const PLACEHOLDER_PDF_PATH = path.join(
-  __dirname,
-  '../../../assets/project-proposal-single-recipient.pdf',
-);
-test.describe('PDF Placeholders with single recipient', () => {
-  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
-    page,
-  }) => {
-    const { user, team } = await seedUser();
-
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/t/${team.url}/documents`,
-    });
-
-    const fileInput = page.locator('input[type="file"]').nth(1);
-    await fileInput.waitFor({ state: 'attached' });
-    await fileInput.setInputFiles(PLACEHOLDER_PDF_PATH);
-
-    await page.waitForTimeout(3000);
-
-    await page.getByRole('button', { name: 'Continue' }).click();
-
-    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-    await expect(page.getByPlaceholder('Email')).toHaveValue('recipient.1@documenso.com');
-    await expect(page.getByPlaceholder('Name')).toHaveValue('Recipient 1');
-  });
-
-  test('[AUTO_PLACING_FIELDS]: should automatically place fields from PDF placeholders', async ({
-    page,
-  }) => {
-    const { user, team } = await seedUser();
-
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/t/${team.url}/documents`,
-    });
-
-    const fileInput = page.locator('input[type="file"]').nth(1);
-    await fileInput.waitFor({ state: 'attached' });
-    await fileInput.setInputFiles(PLACEHOLDER_PDF_PATH);
-
-    await page.waitForTimeout(3000);
-
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await page.getByRole('button', { name: 'Continue' }).click();
-
-    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-    await expect(page.locator('[data-field-type="SIGNATURE"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="EMAIL"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="NAME"]')).toBeVisible();
-    await expect(page.locator('[data-field-type="TEXT"]')).toBeVisible();
-  });
-
-  test('[AUTO_PLACING_FIELDS]: should automatically configure fields from PDF placeholders', async ({
-    page,
-  }) => {
-    const { user, team } = await seedUser();
-
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/t/${team.url}/documents`,
-    });
-
-    const fileInput = page.locator('input[type="file"]').nth(1);
-    await fileInput.waitFor({ state: 'attached' });
-    await fileInput.setInputFiles(PLACEHOLDER_PDF_PATH);
-
-    await page.waitForTimeout(3000);
-
-    await page.getByRole('button', { name: 'Continue' }).click();
-    await page.getByRole('button', { name: 'Continue' }).click();
-
-    await page.getByText('Text').nth(1).click();
-    await page.getByRole('button', { name: 'Advanced settings' }).click();
-
-    await expect(page.getByRole('heading', { name: 'Advanced settings' })).toBeVisible();
-    await expect(
-      page
-        .locator('div')
-        .filter({ hasText: /^Required field$/ })
-        .getByRole('switch'),
-    ).toBeChecked();
-
-    await expect(page.getByRole('combobox')).toHaveText('Right');
-  });
-});
--- a/packages/app-tests/e2e/templates/direct-templates.spec.ts
+++ b/packages/app-tests/e2e/templates/direct-templates.spec.ts
@ -1,12 +1,9 @@
 import { expect, test } from '@playwright/test';
-import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { customAlphabet } from 'nanoid';

 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
-import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
-import { prisma } from '@documenso/prisma';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedDirectTemplate, seedTemplate } from '@documenso/prisma/seed/templates';
 import { seedTestEmail, seedUser } from '@documenso/prisma/seed/users';
@ -124,7 +121,7 @@ test('[DIRECT_TEMPLATES]: delete direct template link', async ({ page }) => {
  await expect(page.getByText('404 not found')).toBeVisible();
 });

-test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page }) => {
+test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) => {
  const { user, team } = await seedUser();

  const directTemplateWithAuth = await seedDirectTemplate({
@ -156,53 +153,6 @@ test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page })

  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
  await expect(page.getByLabel('Email')).toBeDisabled();
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await page.getByRole('button', { name: 'Complete' }).click();
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
-});
-
-test('[DIRECT_TEMPLATES]: V2 direct template link auth access', async ({ page }) => {
-  const { user, team } = await seedUser();
-
-  const directTemplateWithAuth = await seedDirectTemplate({
-    title: 'Personal direct template link',
-    userId: user.id,
-    teamId: team.id,
-    internalVersion: 2,
-    createTemplateOptions: {
-      authOptions: createDocumentAuthOptions({
-        globalAccessAuth: ['ACCOUNT'],
-        globalActionAuth: [],
-      }),
-    },
-  });
-
-  const directTemplatePath = formatDirectTemplatePath(
-    directTemplateWithAuth.directLink?.token || '',
-  );
-
-  await page.goto(directTemplatePath);
-
-  await expect(page.getByText('Authentication required')).toBeVisible();
-
-  await apiSignin({
-    page,
-    email: user.email,
-  });
-
-  await page.goto(directTemplatePath);
-
-  await expect(page.getByRole('heading', { name: 'Personal direct template link' })).toBeVisible();
-  await page.getByRole('button', { name: 'Complete' }).click();
-  await expect(page.getByLabel('Your Email')).not.toBeVisible();
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
 });

 test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ page }) => {
@ -225,9 +175,6 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
  await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());

  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByText('Next Recipient Name')).not.toBeVisible();
-
  await page.getByRole('button', { name: 'Complete' }).click();
  await page.getByRole('button', { name: 'Sign' }).click();
  await page.waitForURL(/\/sign/);
@ -236,173 +183,3 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
  // Add a longer waiting period to ensure document status is updated
  await page.waitForTimeout(3000);
 });
-
-test('[DIRECT_TEMPLATES]: V1 use direct template link with 2 recipients with next signer dictation', async ({
-  page,
-}) => {
-  const { team, owner, organisation } = await seedTeam({
-    createTeamMembers: 1,
-  });
-
-  // Should be visible to team members.
-  const template = await seedDirectTemplate({
-    title: 'Team direct template link 1',
-    userId: owner.id,
-    teamId: team.id,
-  });
-
-  await prisma.documentMeta.update({
-    where: {
-      id: template.documentMetaId,
-    },
-    data: {
-      allowDictateNextSigner: true,
-      signingOrder: DocumentSigningOrder.SEQUENTIAL,
-    },
-  });
-
-  const originalName = 'Signer 2';
-  const originalSecondSignerEmail = seedTestEmail();
-
-  // Add another signer
-  await prisma.recipient.create({
-    data: {
-      signingOrder: 2,
-      envelopeId: template.id,
-      email: originalSecondSignerEmail,
-      name: originalName,
-      token: Math.random().toString().slice(2, 7),
-      role: RecipientRole.SIGNER,
-    },
-  });
-
-  // Check that the direct template link is accessible.
-  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
-  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-
-  await page.waitForTimeout(100);
-  await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
-
-  await page.getByRole('button', { name: 'Continue' }).click();
-  await page.getByRole('button', { name: 'Complete' }).click();
-
-  await expect(page.getByText('Next Recipient Name')).toBeVisible();
-
-  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
-  expect(nextRecipientNameInputValue).toBe(originalName);
-
-  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
-  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
-
-  const newName = 'Hello';
-  const newSecondSignerEmail = seedTestEmail();
-
-  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
-  await page.getByLabel('Next Recipient Name').fill(newName);
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
-
-  const createdEnvelopeRecipients = await prisma.recipient.findMany({
-    where: {
-      envelope: {
-        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
-      },
-    },
-  });
-
-  const updatedSecondRecipient = createdEnvelopeRecipients.find(
-    (recipient) => recipient.signingOrder === 2,
-  );
-
-  expect(updatedSecondRecipient?.name).toBe(newName);
-  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
-});
-
-test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with next signer dictation', async ({
-  page,
-}) => {
-  const { team, owner, organisation } = await seedTeam({
-    createTeamMembers: 1,
-  });
-
-  // Should be visible to team members.
-  const template = await seedDirectTemplate({
-    title: 'Team direct template link 1',
-    userId: owner.id,
-    teamId: team.id,
-    internalVersion: 2,
-  });
-
-  await prisma.documentMeta.update({
-    where: {
-      id: template.documentMetaId,
-    },
-    data: {
-      allowDictateNextSigner: true,
-      signingOrder: DocumentSigningOrder.SEQUENTIAL,
-    },
-  });
-
-  const originalName = 'Signer 2';
-  const originalSecondSignerEmail = seedTestEmail();
-
-  // Add another signer
-  await prisma.recipient.create({
-    data: {
-      signingOrder: 2,
-      envelopeId: template.id,
-      email: originalSecondSignerEmail,
-      name: originalName,
-      token: Math.random().toString().slice(2, 7),
-      role: RecipientRole.SIGNER,
-    },
-  });
-
-  // Check that the direct template link is accessible.
-  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
-  await expect(page.getByRole('heading', { name: 'Team direct template link 1' })).toBeVisible();
-  await page.waitForTimeout(100);
-
-  await page.getByRole('button', { name: 'Complete' }).click();
-
-  const currentName = 'John Doe';
-  const currentEmail = seedTestEmail();
-
-  await page.getByPlaceholder('Enter Your Name').fill(currentName);
-  await page.getByPlaceholder('Enter Your Email').fill(currentEmail);
-
-  await expect(page.getByText('Next Recipient Name')).toBeVisible();
-
-  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
-  expect(nextRecipientNameInputValue).toBe(originalName);
-
-  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
-  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
-
-  const newName = 'Hello';
-  const newSecondSignerEmail = seedTestEmail();
-
-  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
-  await page.getByLabel('Next Recipient Name').fill(newName);
-
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/sign/);
-  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
-
-  const createdEnvelopeRecipients = await prisma.recipient.findMany({
-    where: {
-      envelope: {
-        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
-      },
-    },
-  });
-
-  const updatedSecondRecipient = createdEnvelopeRecipients.find(
-    (recipient) => recipient.signingOrder === 2,
-  );
-
-  expect(updatedSecondRecipient?.name).toBe(newName);
-  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
-});
--- a/packages/lib/server-only/document/get-stats.ts
+++ b/packages/lib/server-only/document/get-stats.ts
@ -1,5 +1,7 @@
+import { EnvelopeType, TeamMemberRole } from '@prisma/client';
 import type { Prisma, User } from '@prisma/client';
-import { DocumentVisibility, EnvelopeType, SigningStatus, TeamMemberRole } from '@prisma/client';
+import { SigningStatus } from '@prisma/client';
+import { DocumentVisibility } from '@prisma/client';
 import { DateTime } from 'luxon';
 import { match } from 'ts-pattern';

@ -213,14 +215,13 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
    ],
  };

-  const rootPageFilter = folderId === undefined ? { folderId: null } : {};
-
  let ownerCountsWhereInput: Prisma.EnvelopeWhereInput = {
    type: EnvelopeType.DOCUMENT,
    userId: userIdWhereClause,
    createdAt,
    teamId,
    deletedAt: null,
+    folderId,
  };

  let notSignedCountsGroupByArgs = null;
@ -264,16 +265,8 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {

  ownerCountsWhereInput = {
    ...ownerCountsWhereInput,
-    AND: [
-      ...(Array.isArray(visibilityFiltersWhereInput.AND)
-        ? visibilityFiltersWhereInput.AND
-        : visibilityFiltersWhereInput.AND
-          ? [visibilityFiltersWhereInput.AND]
-          : []),
-      searchFilter,
-      rootPageFilter,
-      folderId ? { folderId } : {},
-    ],
+    ...visibilityFiltersWhereInput,
+    ...searchFilter,
  };

  if (teamEmail) {
@ -292,7 +285,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
        },
      ],
      deletedAt: null,
-      AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
    };

    notSignedCountsGroupByArgs = {
@ -304,6 +296,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
        type: EnvelopeType.DOCUMENT,
        userId: userIdWhereClause,
        createdAt,
+        folderId,
        status: ExtendedDocumentStatus.PENDING,
        recipients: {
          some: {
@ -313,7 +306,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
          },
        },
        deletedAt: null,
-        AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
      },
    } satisfies Prisma.EnvelopeGroupByArgs;

@ -326,6 +318,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
        type: EnvelopeType.DOCUMENT,
        userId: userIdWhereClause,
        createdAt,
+        folderId,
        OR: [
          {
            status: ExtendedDocumentStatus.PENDING,
@ -349,7 +342,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
            },
          },
        ],
-        AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
      },
    } satisfies Prisma.EnvelopeGroupByArgs;
  }
--- a/packages/lib/server-only/document/handle-document-ownership-on-deletion.ts
+++ b/packages/lib/server-only/document/handle-document-ownership-on-deletion.ts
@ -0,0 +1,84 @@
+import { deletedAccountServiceAccount } from '@documenso/lib/server-only/user/service-accounts/deleted-account';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus } from '@documenso/prisma/client';
+
+type HandleDocumentOwnershipOnDeletionOptions = {
+  documentIds: number[];
+  organisationOwnerId: number;
+};
+
+export const handleDocumentOwnershipOnDeletion = async ({
+  documentIds,
+  organisationOwnerId,
+}: HandleDocumentOwnershipOnDeletionOptions) => {
+  if (documentIds.length === 0) {
+    return;
+  }
+
+  const serviceAccount = await deletedAccountServiceAccount();
+  const serviceAccountTeam = serviceAccount.ownedOrganisations[0].teams[0];
+
+  await prisma.document.deleteMany({
+    where: {
+      id: {
+        in: documentIds,
+      },
+      status: DocumentStatus.DRAFT,
+    },
+  });
+
+  const organisationOwner = await prisma.user.findUnique({
+    where: {
+      id: organisationOwnerId,
+    },
+    select: {
+      id: true,
+      ownedOrganisations: {
+        select: {
+          id: true,
+          teams: {
+            select: {
+              id: true,
+            },
+          },
+        },
+      },
+    },
+  });
+
+  if (organisationOwner && organisationOwner.ownedOrganisations.length > 0) {
+    const ownerPersonalTeam = organisationOwner.ownedOrganisations[0].teams[0];
+
+    await prisma.document.updateMany({
+      where: {
+        id: {
+          in: documentIds,
+        },
+        status: {
+          in: [DocumentStatus.PENDING, DocumentStatus.REJECTED, DocumentStatus.COMPLETED],
+        },
+      },
+      data: {
+        userId: organisationOwner.id,
+        teamId: ownerPersonalTeam.id,
+        deletedAt: new Date(),
+      },
+    });
+  } else {
+    await prisma.document.updateMany({
+      where: {
+        id: {
+          in: documentIds,
+        },
+        status: {
+          in: [DocumentStatus.PENDING, DocumentStatus.REJECTED, DocumentStatus.COMPLETED],
+        },
+      },
+      data: {
+        userId: serviceAccount.id,
+        teamId: serviceAccountTeam.id,
+        deletedAt: new Date(),
+      },
+    });
+  }
+};
--- a/packages/lib/server-only/envelope/create-envelope.ts
+++ b/packages/lib/server-only/envelope/create-envelope.ts
@ -10,7 +10,6 @@ import {
 } from '@prisma/client';

 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { insertFieldsFromPlaceholdersInPDF } from '@documenso/lib/server-only/pdf/auto-place-fields';
 import { normalizePdf as makeNormalizedPdf } from '@documenso/lib/server-only/pdf/normalize-pdf';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@ -234,7 +233,7 @@ export const createEnvelope = async ({
      ? await incrementDocumentId().then((v) => v.formattedDocumentId)
      : await incrementTemplateId().then((v) => v.formattedTemplateId);

-  const createdEnvelope = await prisma.$transaction(async (tx) => {
+  return await prisma.$transaction(async (tx) => {
    const envelope = await tx.envelope.create({
      data: {
        id: prefixedId('envelope'),
@ -354,12 +353,8 @@ export const createEnvelope = async ({
        recipients: true,
        fields: true,
        folder: true,
+        envelopeItems: true,
        envelopeAttachments: true,
-        envelopeItems: {
-          include: {
-            documentData: true,
-          },
-        },
      },
    });

@ -395,51 +390,4 @@ export const createEnvelope = async ({

    return createdEnvelope;
  });
-
-  for (const envelopeItem of createdEnvelope.envelopeItems) {
-    const buffer = await getFileServerSide(envelopeItem.documentData);
-
-    // Use normalized PDF if normalizePdf was true, otherwise use original
-    const pdfToProcess = normalizePdf
-      ? await makeNormalizedPdf(Buffer.from(buffer))
-      : Buffer.from(buffer);
-
-    await insertFieldsFromPlaceholdersInPDF(
-      pdfToProcess,
-      userId,
-      teamId,
-      {
-        type: 'envelopeId',
-        id: createdEnvelope.id,
-      },
-      requestMetadata,
-      envelopeItem.id,
-    );
-  }
-
-  const finalEnvelope = await prisma.envelope.findFirst({
-    where: {
-      id: createdEnvelope.id,
-    },
-    include: {
-      documentMeta: true,
-      recipients: true,
-      fields: true,
-      folder: true,
-      envelopeAttachments: true,
-      envelopeItems: {
-        include: {
-          documentData: true,
-        },
-      },
-    },
-  });
-
-  if (!finalEnvelope) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Envelope not found',
-    });
-  }
-
-  return finalEnvelope;
 };
--- a/packages/lib/server-only/envelope/get-envelope-for-direct-template-signing.ts
+++ b/packages/lib/server-only/envelope/get-envelope-for-direct-template-signing.ts
@ -1,11 +1,10 @@
 import { DocumentStatus, EnvelopeType } from '@prisma/client';
-import { match } from 'ts-pattern';

 import { prisma } from '@documenso/prisma';

 import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DocumentAccessAuth, type TDocumentAuthMethods } from '../../types/document-auth';
-import { extractDocumentAuthMethods } from '../../utils/document-auth';
+import type { TDocumentAuthMethods } from '../../types/document-auth';
+import { isRecipientAuthorized } from '../document/is-recipient-authorized';
 import { getTeamSettings } from '../team/get-team-settings';
 import type { EnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
 import { ZEnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
@ -99,28 +98,14 @@ export const getEnvelopeForDirectTemplateSigning = async ({
    });
  }

-  // Currently not using this since for direct templates "User" access means they just need to be
-  // logged in.
-  // const documentAccessValid = await isRecipientAuthorized({
-  //   type: 'ACCESS',
-  //   documentAuthOptions: envelope.authOptions,
-  //   recipient,
-  //   userId,
-  //   authOptions: accessAuth,
-  // });
-
-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: envelope.authOptions,
+  const documentAccessValid = await isRecipientAuthorized({
+    type: 'ACCESS',
+    documentAuthOptions: envelope.authOptions,
+    recipient,
+    userId,
+    authOptions: accessAuth,
  });

-  // Ensure typesafety when we add more options.
-  const documentAccessValid = derivedRecipientAccessAuth.every((auth) =>
-    match(auth)
-      .with(DocumentAccessAuth.ACCOUNT, () => Boolean(userId))
-      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true)
-      .exhaustive(),
-  );
-
  if (!documentAccessValid) {
    throw new AppError(AppErrorCode.UNAUTHORIZED, {
      message: 'Invalid access values',
--- a/packages/lib/server-only/envelope/get-envelope-required-access-data.ts
+++ b/packages/lib/server-only/envelope/get-envelope-required-access-data.ts
@ -54,3 +54,54 @@ export const getEnvelopeRequiredAccessData = async ({ token }: { token: string }
    recipientHasAccount: Boolean(recipientUserAccount),
  } as const;
 };
+
+export const getEnvelopeDirectTemplateRequiredAccessData = async ({ token }: { token: string }) => {
+  const envelope = await prisma.envelope.findFirst({
+    where: {
+      type: EnvelopeType.TEMPLATE,
+      directLink: {
+        enabled: true,
+        token,
+      },
+      status: DocumentStatus.DRAFT,
+    },
+    include: {
+      recipients: {
+        where: {
+          token,
+        },
+      },
+      directLink: true,
+    },
+  });
+
+  if (!envelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  const recipient = envelope.recipients.find(
+    (r) => r.id === envelope.directLink?.directTemplateRecipientId,
+  );
+
+  if (!recipient) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Recipient not found',
+    });
+  }
+
+  const recipientUserAccount = await prisma.user.findFirst({
+    where: {
+      email: recipient.email.toLowerCase(),
+    },
+    select: {
+      id: true,
+    },
+  });
+
+  return {
+    recipientEmail: recipient.email,
+    recipientHasAccount: Boolean(recipientUserAccount),
+  } as const;
+};
--- a/packages/lib/server-only/pdf/auto-place-fields.ts
+++ b/packages/lib/server-only/pdf/auto-place-fields.ts
@ -1,517 +0,0 @@
-import { PDFDocument, rgb } from '@cantoo/pdf-lib';
-import type { Recipient } from '@prisma/client';
-import { EnvelopeType, FieldType, RecipientRole } from '@prisma/client';
-import PDFParser from 'pdf2json';
-import { match } from 'ts-pattern';
-
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
-import { createEnvelopeFields } from '@documenso/lib/server-only/field/create-envelope-fields';
-import { createDocumentRecipients } from '@documenso/lib/server-only/recipient/create-document-recipients';
-import { createTemplateRecipients } from '@documenso/lib/server-only/recipient/create-template-recipients';
-import { type TFieldAndMeta, ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
-import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import type { EnvelopeIdOptions } from '@documenso/lib/utils/envelope';
-import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
-import { prisma } from '@documenso/prisma';
-
-import { getPageSize } from './get-page-size';
-
-type TextPosition = {
-  text: string;
-  x: number;
-  y: number;
-  w: number;
-};
-
-type CharIndexMapping = {
-  textPositionIndex: number;
-};
-
-type PlaceholderInfo = {
-  placeholder: string;
-  recipient: string;
-  fieldAndMeta: TFieldAndMeta;
-  page: number;
-  x: number;
-  y: number;
-  width: number;
-  height: number;
-  pageWidth: number;
-  pageHeight: number;
-};
-
-type FieldToCreate = TFieldAndMeta & {
-  envelopeItemId?: string;
-  recipientId: number;
-  pageNumber: number;
-  pageX: number;
-  pageY: number;
-  width: number;
-  height: number;
-};
-
-type RecipientPlaceholderInfo = {
-  email: string;
-  name: string;
-  recipientIndex: number;
-};
-
-/*
-  Questions for later:
-    - Does it handle multi-page PDFs? ✅ YES! ✅
-    - Does it handle multiple recipients on the same page? ✅ YES! ✅
-    - Does it handle multiple recipients on multiple pages? ✅ YES! ✅
-    - What happens with incorrect placeholders? E.g. those containing non-accepted properties.
-    - The placeholder data is dynamic. How to handle this parsing? Perhaps we need to do it similar to the fieldMeta parsing. ✅
-    - Need to handle envelopes with multiple items. ✅
-*/
-
-/*
-  Parse field type string to FieldType enum.
-  Normalizes the input (uppercase, trim) and validates it's a valid field type.
-  This ensures we handle case variations and whitespace, and provides clear error messages.
-*/
-const parseFieldType = (fieldTypeString: string): FieldType => {
-  const normalizedType = fieldTypeString.toUpperCase().trim();
-
-  return match(normalizedType)
-    .with('SIGNATURE', () => FieldType.SIGNATURE)
-    .with('FREE_SIGNATURE', () => FieldType.FREE_SIGNATURE)
-    .with('INITIALS', () => FieldType.INITIALS)
-    .with('NAME', () => FieldType.NAME)
-    .with('EMAIL', () => FieldType.EMAIL)
-    .with('DATE', () => FieldType.DATE)
-    .with('TEXT', () => FieldType.TEXT)
-    .with('NUMBER', () => FieldType.NUMBER)
-    .with('RADIO', () => FieldType.RADIO)
-    .with('CHECKBOX', () => FieldType.CHECKBOX)
-    .with('DROPDOWN', () => FieldType.DROPDOWN)
-    .otherwise(() => {
-      throw new AppError(AppErrorCode.INVALID_BODY, {
-        message: `Invalid field type: ${fieldTypeString}`,
-      });
-    });
-};
-
-/*
-  Transform raw field metadata from placeholder format to schema format.
-  Users should provide properly capitalized property names (e.g., readOnly, fontSize, textAlign).
-  Converts string values to proper types (booleans, numbers).
-*/
-const parseFieldMeta = (
-  rawFieldMeta: Record<string, string>,
-  fieldType: FieldType,
-): Record<string, unknown> | undefined => {
-  if (fieldType === FieldType.SIGNATURE || fieldType === FieldType.FREE_SIGNATURE) {
-    return;
-  }
-
-  if (Object.keys(rawFieldMeta).length === 0) {
-    return;
-  }
-
-  const fieldTypeString = String(fieldType).toLowerCase();
-
-  const parsedFieldMeta: Record<string, boolean | number | string> = {
-    type: fieldTypeString,
-  };
-
-  /*
-    rawFieldMeta is an object with string keys and string values.
-    It contains string values because the PDF parser returns the values as strings.
-
-    E.g. { 'required': 'true', 'fontSize': '12', 'maxValue': '100', 'minValue': '0', 'characterLimit': '100' }
-  */
-  const rawFieldMetaEntries = Object.entries(rawFieldMeta);
-
-  for (const [property, value] of rawFieldMetaEntries) {
-    if (property === 'readOnly' || property === 'required') {
-      parsedFieldMeta[property] = value === 'true';
-    } else if (
-      property === 'fontSize' ||
-      property === 'maxValue' ||
-      property === 'minValue' ||
-      property === 'characterLimit'
-    ) {
-      const numValue = Number(value);
-
-      if (!Number.isNaN(numValue)) {
-        parsedFieldMeta[property] = numValue;
-      }
-    } else {
-      parsedFieldMeta[property] = value;
-    }
-  }
-
-  return parsedFieldMeta;
-};
-
-export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<PlaceholderInfo[]> => {
-  return new Promise((resolve, reject) => {
-    const parser = new PDFParser(null, true);
-
-    parser.on('pdfParser_dataError', (errData) => {
-      reject(errData);
-    });
-
-    parser.on('pdfParser_dataReady', (pdfData) => {
-      const placeholders: PlaceholderInfo[] = [];
-
-      pdfData.Pages.forEach((page, pageIndex) => {
-        /*
-          pdf2json returns the PDF page content as an array of characters.
-          We need to concatenate the characters to get the full text.
-          We also need to get the position of the text so we can place the placeholders in the correct position.
-          
-          Page dimensions from PDF2JSON are in "page units" (relative coordinates)
-        */
-        let pageText = '';
-        const textPositions: TextPosition[] = [];
-        const charIndexMappings: CharIndexMapping[] = [];
-
-        page.Texts.forEach((text) => {
-          /*
-            R is an array of objects containing each character, its position and styling information.
-            The decodedText stores the characters, without any other information.
-
-            textPositions stores each character and its position on the page.
-          */
-          const decodedText = text.R.map((run) => decodeURIComponent(run.T)).join('');
-
-          /*
-            For each character in the decodedText, we store its position in the textPositions array.
-            This allows us to quickly find the position of a character in the textPositions array by its index.
-          */
-          for (let i = 0; i < decodedText.length; i++) {
-            charIndexMappings.push({
-              textPositionIndex: textPositions.length,
-            });
-          }
-
-          pageText += decodedText;
-
-          textPositions.push({
-            text: decodedText,
-            x: text.x,
-            y: text.y,
-            w: text.w || 0,
-          });
-        });
-
-        const placeholderMatches = pageText.matchAll(/{{([^}]+)}}/g);
-
-        /*
-          A placeholder match has the following format:
-
-          [
-            '{{fieldType,recipient,fieldMeta}}',
-            'fieldType,recipient,fieldMeta',
-            'index: <number>',
-            'input: <pdf-text>'
-          ]
-        */
-        for (const placeholderMatch of placeholderMatches) {
-          const placeholder = placeholderMatch[0];
-          const placeholderData = placeholderMatch[1].split(',').map((property) => property.trim());
-
-          const [fieldTypeString, recipient, ...fieldMetaData] = placeholderData;
-
-          const rawFieldMeta = Object.fromEntries(
-            fieldMetaData.map((property) => property.split('=')),
-          );
-
-          const fieldType = parseFieldType(fieldTypeString);
-          const parsedFieldMeta = parseFieldMeta(rawFieldMeta, fieldType);
-
-          const fieldAndMeta: TFieldAndMeta = ZFieldAndMetaSchema.parse({
-            type: fieldType,
-            fieldMeta: parsedFieldMeta,
-          });
-
-          /*
-            Find the position of where the placeholder starts and ends in the text.
-
-            Then find the position of the characters in the textPositions array.
-            This allows us to quickly find the position of a character in the textPositions array by its index.
-          */
-          if (placeholderMatch.index === undefined) {
-            console.error('Placeholder match index is undefined for placeholder', placeholder);
-
-            continue;
-          }
-
-          const placeholderEndCharIndex = placeholderMatch.index + placeholder.length;
-
-          /*
-            Get the index of the placeholder's first and last character in the textPositions array.
-            Used to retrieve the character information from the textPositions array.
-
-            Example:
-              startTextPosIndex - 1
-              endTextPosIndex - 40
-          */
-          const startTextPosIndex = charIndexMappings[placeholderMatch.index].textPositionIndex;
-          const endTextPosIndex = charIndexMappings[placeholderEndCharIndex - 1].textPositionIndex;
-
-          /*
-            Get the placeholder's first and last character information from the textPositions array.
-
-            Example:
-              placeholderStart = { text: '{', x: 100, y: 100, w: 100 }
-              placeholderEnd = { text: '}', x: 200, y: 100, w: 100 }
-          */
-          const placeholderStart = textPositions[startTextPosIndex];
-          const placeholderEnd = textPositions[endTextPosIndex];
-
-          const width = placeholderEnd.x + placeholderEnd.w * 0.1 - placeholderStart.x;
-
-          placeholders.push({
-            placeholder,
-            recipient,
-            fieldAndMeta,
-            page: pageIndex + 1,
-            x: placeholderStart.x,
-            y: placeholderStart.y,
-            width,
-            height: 1,
-            pageWidth: page.Width,
-            pageHeight: page.Height,
-          });
-        }
-      });
-
-      resolve(placeholders);
-    });
-
-    parser.parseBuffer(pdf);
-  });
-};
-
-export const replacePlaceholdersInPDF = async (pdf: Buffer): Promise<Buffer> => {
-  const placeholders = await extractPlaceholdersFromPDF(pdf);
-
-  const pdfDoc = await PDFDocument.load(new Uint8Array(pdf));
-  const pages = pdfDoc.getPages();
-
-  for (const placeholder of placeholders) {
-    const pageIndex = placeholder.page - 1;
-    const page = pages[pageIndex];
-
-    const { width: pdfLibPageWidth, height: pdfLibPageHeight } = getPageSize(page);
-
-    /*
-      Convert PDF2JSON coordinates to pdf-lib coordinates:
-      
-      PDF2JSON uses relative "page units":
-      - x, y, width, height are in page units
-      - Page dimensions (Width, Height) are also in page units
-      
-      pdf-lib uses absolute points (1 point = 1/72 inch):
-      - Need to convert from page units to points
-      - Y-axis in pdf-lib is bottom-up (origin at bottom-left)
-      - Y-axis in PDF2JSON is top-down (origin at top-left)
-    */
-
-    const xPoints = (placeholder.x / placeholder.pageWidth) * pdfLibPageWidth;
-    const yPoints = pdfLibPageHeight - (placeholder.y / placeholder.pageHeight) * pdfLibPageHeight;
-    const widthPoints = (placeholder.width / placeholder.pageWidth) * pdfLibPageWidth;
-    const heightPoints = (placeholder.height / placeholder.pageHeight) * pdfLibPageHeight;
-
-    page.drawRectangle({
-      x: xPoints,
-      y: yPoints - heightPoints, // Adjust for height since y is at baseline
-      width: widthPoints,
-      height: heightPoints,
-      color: rgb(1, 1, 1),
-      borderColor: rgb(1, 1, 1),
-      borderWidth: 2,
-    });
-  }
-
-  const modifiedPdfBytes = await pdfDoc.save();
-
-  return Buffer.from(modifiedPdfBytes);
-};
-
-const extractRecipientPlaceholder = (placeholder: string): RecipientPlaceholderInfo => {
-  const indexMatch = placeholder.match(/^r(\d+)$/i);
-
-  if (!indexMatch) {
-    throw new AppError(AppErrorCode.INVALID_BODY, {
-      message: `Invalid recipient placeholder format: ${placeholder}. Expected format: r1, r2, r3, etc.`,
-    });
-  }
-
-  const recipientIndex = Number(indexMatch[1]);
-
-  return {
-    email: `recipient.${recipientIndex}@documenso.com`,
-    name: `Recipient ${recipientIndex}`,
-    recipientIndex,
-  };
-};
-
-export const insertFieldsFromPlaceholdersInPDF = async (
-  pdf: Buffer,
-  userId: number,
-  teamId: number,
-  envelopeId: EnvelopeIdOptions,
-  requestMetadata: ApiRequestMetadata,
-  envelopeItemId?: string,
-): Promise<Buffer> => {
-  const placeholders = await extractPlaceholdersFromPDF(pdf);
-
-  if (placeholders.length === 0) {
-    return pdf;
-  }
-
-  /*
-    A structure that maps the recipient index to the recipient name.
-    Example: 1 => 'Recipient 1'
-  */
-  const recipientPlaceholders = new Map<number, string>();
-
-  for (const placeholder of placeholders) {
-    const { name, recipientIndex } = extractRecipientPlaceholder(placeholder.recipient);
-
-    recipientPlaceholders.set(recipientIndex, name);
-  }
-
-  /*
-    Create a list of recipients to create.
-    Example: [{ email: 'recipient.1@documenso.com', name: 'Recipient 1', role: 'SIGNER', signingOrder: 1 }]
-  */
-  const recipientsToCreate = Array.from(
-    recipientPlaceholders.entries(),
-    ([recipientIndex, name]) => {
-      return {
-        email: `recipient.${recipientIndex}@documenso.com`,
-        name,
-        role: RecipientRole.SIGNER,
-        signingOrder: recipientIndex,
-      };
-    },
-  );
-
-  const { envelopeWhereInput } = await getEnvelopeWhereInput({
-    id: envelopeId,
-    userId,
-    teamId,
-    type: null,
-  });
-
-  const envelope = await prisma.envelope.findFirst({
-    where: envelopeWhereInput,
-    select: {
-      id: true,
-      type: true,
-      secondaryId: true,
-    },
-  });
-
-  if (!envelope) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Envelope not found',
-    });
-  }
-
-  const existingRecipients = await prisma.recipient.findMany({
-    where: {
-      envelopeId: envelope.id,
-    },
-    select: {
-      id: true,
-      email: true,
-    },
-  });
-
-  const existingEmails = new Set(existingRecipients.map((r) => r.email));
-  const recipientsToCreateFiltered = recipientsToCreate.filter(
-    (recipient) => !existingEmails.has(recipient.email),
-  );
-
-  let createdRecipients: Pick<Recipient, 'id' | 'email'>[] = existingRecipients;
-
-  if (recipientsToCreateFiltered.length > 0) {
-    if (envelope.type === EnvelopeType.DOCUMENT) {
-      const { recipients } = await createDocumentRecipients({
-        userId,
-        teamId,
-        id: envelopeId,
-        recipients: recipientsToCreateFiltered,
-        requestMetadata,
-      });
-
-      createdRecipients = [...existingRecipients, ...recipients];
-    } else if (envelope.type === EnvelopeType.TEMPLATE) {
-      const templateId =
-        envelopeId.type === 'templateId'
-          ? envelopeId.id
-          : mapSecondaryIdToTemplateId(envelope.secondaryId);
-
-      const { recipients } = await createTemplateRecipients({
-        userId,
-        teamId,
-        templateId,
-        recipients: recipientsToCreateFiltered,
-      });
-
-      createdRecipients = [...existingRecipients, ...recipients];
-    } else {
-      throw new AppError(AppErrorCode.INVALID_BODY, {
-        message: `Invalid envelope type: ${envelope.type}`,
-      });
-    }
-  }
-
-  const fieldsToCreate: FieldToCreate[] = [];
-
-  for (const placeholder of placeholders) {
-    /*
-      Convert PDF2JSON coordinates to percentage-based coordinates (0-100)
-      The UI expects positionX and positionY as percentages, not absolute points
-      PDF2JSON uses relative coordinates: x/pageWidth and y/pageHeight give us the percentage
-    */
-    const xPercent = (placeholder.x / placeholder.pageWidth) * 100;
-    const yPercent = (placeholder.y / placeholder.pageHeight) * 100;
-
-    const widthPercent = (placeholder.width / placeholder.pageWidth) * 100;
-    const heightPercent = (placeholder.height / placeholder.pageHeight) * 100;
-
-    const { email } = extractRecipientPlaceholder(placeholder.recipient);
-    const recipient = createdRecipients.find((r) => r.email === email);
-
-    if (!recipient) {
-      throw new AppError(AppErrorCode.INVALID_BODY, {
-        message: `Could not find recipient ID for placeholder: ${placeholder.placeholder}`,
-      });
-    }
-
-    const recipientId = recipient.id;
-
-    // Default height percentage if too small (use 2% as a reasonable default)
-    const finalHeightPercent = heightPercent > 0.01 ? heightPercent : 2;
-
-    fieldsToCreate.push({
-      ...placeholder.fieldAndMeta,
-      envelopeItemId,
-      recipientId,
-      pageNumber: placeholder.page,
-      pageX: xPercent,
-      pageY: yPercent,
-      width: widthPercent,
-      height: finalHeightPercent,
-    });
-  }
-
-  await createEnvelopeFields({
-    userId,
-    teamId,
-    id: envelopeId,
-    fields: fieldsToCreate,
-    requestMetadata,
-  });
-
-  return pdf;
-};
--- a/packages/lib/server-only/pdf/normalize-pdf.ts
+++ b/packages/lib/server-only/pdf/normalize-pdf.ts
@ -1,6 +1,5 @@
 import { PDFDocument } from '@cantoo/pdf-lib';

-import { replacePlaceholdersInPDF } from './auto-place-fields';
 import { flattenAnnotations } from './flatten-annotations';
 import { flattenForm, removeOptionalContentGroups } from './flatten-form';

@ -14,7 +13,6 @@ export const normalizePdf = async (pdf: Buffer) => {
  removeOptionalContentGroups(pdfDoc);
  await flattenForm(pdfDoc);
  flattenAnnotations(pdfDoc);
-  const pdfWithoutPlaceholders = await replacePlaceholdersInPDF(pdf);

-  return pdfWithoutPlaceholders;
+  return Buffer.from(await pdfDoc.save());
 };
--- a/packages/lib/server-only/template/create-document-from-direct-template.ts
+++ b/packages/lib/server-only/template/create-document-from-direct-template.ts
@ -3,7 +3,6 @@ import { createElement } from 'react';
 import { msg } from '@lingui/core/macro';
 import type { Field, Signature } from '@prisma/client';
 import {
-  DocumentSigningOrder,
  DocumentSource,
  DocumentStatus,
  EnvelopeType,
@ -27,7 +26,7 @@ import type { TSignFieldWithTokenMutationSchema } from '@documenso/trpc/server/f
 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DOCUMENT_AUDIT_LOG_TYPE, RECIPIENT_DIFF_TYPE } from '../../types/document-audit-logs';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import type { TRecipientActionAuthTypes } from '../../types/document-auth';
 import { DocumentAccessAuth, ZRecipientAuthOptionsSchema } from '../../types/document-auth';
 import { ZFieldMetaSchema } from '../../types/field-meta';
@ -69,10 +68,6 @@ export type CreateDocumentFromDirectTemplateOptions = {
    name?: string;
    email: string;
  };
-  nextSigner?: {
-    email: string;
-    name: string;
-  };
 };

 type CreatedDirectRecipientField = {
@ -97,7 +92,6 @@ export const createDocumentFromDirectTemplate = async ({
  directTemplateExternalId,
  signedFieldValues,
  templateUpdatedAt,
-  nextSigner,
  requestMetadata,
  user,
 }: CreateDocumentFromDirectTemplateOptions): Promise<TCreateDocumentFromDirectTemplateResponse> => {
@ -134,17 +128,6 @@ export const createDocumentFromDirectTemplate = async ({
    throw new AppError(AppErrorCode.INVALID_REQUEST, { message: 'Invalid or missing template' });
  }

-  if (
-    nextSigner &&
-    (!directTemplateEnvelope.documentMeta?.allowDictateNextSigner ||
-      directTemplateEnvelope.documentMeta?.signingOrder !== DocumentSigningOrder.SEQUENTIAL)
-  ) {
-    throw new AppError(AppErrorCode.INVALID_REQUEST, {
-      message:
-        'You need to enable allowDictateNextSigner and sequential signing to dictate the next signer',
-    });
-  }
-
  const directTemplateEnvelopeLegacyId = mapSecondaryIdToTemplateId(
    directTemplateEnvelope.secondaryId,
  );
@ -647,77 +630,6 @@ export const createDocumentFromDirectTemplate = async ({
      }),
    ];

-    if (nextSigner) {
-      const pendingRecipients = await tx.recipient.findMany({
-        select: {
-          id: true,
-          signingOrder: true,
-          name: true,
-          email: true,
-          role: true,
-        },
-        where: {
-          envelopeId: createdEnvelope.id,
-          signingStatus: {
-            not: SigningStatus.SIGNED,
-          },
-          role: {
-            not: RecipientRole.CC,
-          },
-        },
-        // Composite sort so our next recipient is always the one with the lowest signing order or id
-        // if there is a tie.
-        orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
-      });
-
-      const nextRecipient = pendingRecipients[0];
-
-      if (nextRecipient) {
-        auditLogsToCreate.push(
-          createDocumentAuditLogData({
-            type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
-            envelopeId: createdEnvelope.id,
-            user: {
-              name: user?.name || directRecipientName || '',
-              email: user?.email || directRecipientEmail,
-            },
-            metadata: requestMetadata,
-            data: {
-              recipientEmail: nextRecipient.email,
-              recipientName: nextRecipient.name,
-              recipientId: nextRecipient.id,
-              recipientRole: nextRecipient.role,
-              changes: [
-                {
-                  type: RECIPIENT_DIFF_TYPE.NAME,
-                  from: nextRecipient.name,
-                  to: nextSigner.name,
-                },
-                {
-                  type: RECIPIENT_DIFF_TYPE.EMAIL,
-                  from: nextRecipient.email,
-                  to: nextSigner.email,
-                },
-              ],
-            },
-          }),
-        );
-
-        await tx.recipient.update({
-          where: { id: nextRecipient.id },
-          data: {
-            sendStatus: SendStatus.SENT,
-            ...(nextSigner && documentMeta?.allowDictateNextSigner
-              ? {
-                  name: nextSigner.name,
-                  email: nextSigner.email,
-                }
-              : {}),
-          },
-        });
-      }
-    }
-
    await tx.documentAuditLog.createMany({
      data: auditLogsToCreate,
    });
--- a/packages/lib/server-only/user/service-accounts/deleted-account.ts
+++ b/packages/lib/server-only/user/service-accounts/deleted-account.ts
@ -5,6 +5,20 @@ export const deletedAccountServiceAccount = async () => {
    where: {
      email: 'deleted-account@documenso.com',
    },
+    select: {
+      id: true,
+      email: true,
+      ownedOrganisations: {
+        select: {
+          id: true,
+          teams: {
+            select: {
+              id: true,
+            },
+          },
+        },
+      },
+    },
  });

  if (!serviceAccount) {
--- a/packages/prisma/seed/templates.ts
+++ b/packages/prisma/seed/templates.ts
@ -28,7 +28,6 @@ type SeedTemplateOptions = {
  title?: string;
  userId: number;
  teamId: number;
-  internalVersion?: 1 | 2;
  createTemplateOptions?: Partial<Prisma.EnvelopeUncheckedCreateInput>;
 };

@ -168,7 +167,7 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
    data: {
      id: prefixedId('envelope'),
      secondaryId: templateId.formattedTemplateId,
-      internalVersion: options.internalVersion ?? 1,
+      internalVersion: 1,
      type: EnvelopeType.TEMPLATE,
      title,
      envelopeItems: {
@ -185,7 +184,6 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
      teamId,
      recipients: {
        create: {
-          signingOrder: 1,
          email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
          name: DIRECT_TEMPLATE_RECIPIENT_NAME,
          token: Math.random().toString().slice(2, 7),
--- a/packages/trpc/server/admin-router/get-admin-organisation.ts
+++ b/packages/trpc/server/admin-router/get-admin-organisation.ts
@ -39,11 +39,6 @@ export const getAdminOrganisation = async ({ organisationId }: GetOrganisationOp
      teams: true,
      members: {
        include: {
-          organisationGroupMembers: {
-            include: {
-              group: true,
-            },
-          },
          user: {
            select: {
              id: true,
--- a/packages/trpc/server/admin-router/get-admin-organisation.types.ts
+++ b/packages/trpc/server/admin-router/get-admin-organisation.types.ts
@ -3,8 +3,6 @@ import { z } from 'zod';
 import { ZOrganisationSchema } from '@documenso/lib/types/organisation';
 import OrganisationClaimSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationClaimSchema';
 import OrganisationGlobalSettingsSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGlobalSettingsSchema';
-import OrganisationGroupMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupMemberSchema';
-import OrganisationGroupSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupSchema';
 import OrganisationMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberSchema';
 import SubscriptionSchema from '@documenso/prisma/generated/zod/modelSchema/SubscriptionSchema';
 import TeamSchema from '@documenso/prisma/generated/zod/modelSchema/TeamSchema';
@ -32,18 +30,6 @@ export const ZGetAdminOrganisationResponseSchema = ZOrganisationSchema.extend({
      email: true,
      name: true,
    }),
-    organisationGroupMembers: z.array(
-      OrganisationGroupMemberSchema.pick({
-        id: true,
-        groupId: true,
-      }).extend({
-        group: OrganisationGroupSchema.pick({
-          id: true,
-          type: true,
-          organisationRole: true,
-        }),
-      }),
-    ),
  }).array(),
  subscription: SubscriptionSchema.nullable(),
  organisationClaim: OrganisationClaimSchema,
--- a/packages/trpc/server/admin-router/router.ts
+++ b/packages/trpc/server/admin-router/router.ts
@ -17,7 +17,6 @@ import { promoteMemberToOwnerRoute } from './promote-member-to-owner';
 import { resealDocumentRoute } from './reseal-document';
 import { resetTwoFactorRoute } from './reset-two-factor-authentication';
 import { updateAdminOrganisationRoute } from './update-admin-organisation';
-import { updateOrganisationMemberRoleRoute } from './update-organisation-member-role';
 import { updateRecipientRoute } from './update-recipient';
 import { updateSiteSettingRoute } from './update-site-setting';
 import { updateSubscriptionClaimRoute } from './update-subscription-claim';
@ -32,7 +31,6 @@ export const adminRouter = router({
  },
  organisationMember: {
    promoteToOwner: promoteMemberToOwnerRoute,
-    updateRole: updateOrganisationMemberRoleRoute,
  },
  claims: {
    find: findSubscriptionClaimsRoute,
--- a/packages/trpc/server/admin-router/update-organisation-member-role.ts
+++ b/packages/trpc/server/admin-router/update-organisation-member-role.ts
@ -1,220 +0,0 @@
-import { OrganisationGroupType, OrganisationMemberRole } from '@prisma/client';
-
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { generateDatabaseId } from '@documenso/lib/universal/id';
-import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
-import { prisma } from '@documenso/prisma';
-
-import { adminProcedure } from '../trpc';
-import {
-  ZUpdateOrganisationMemberRoleRequestSchema,
-  ZUpdateOrganisationMemberRoleResponseSchema,
-} from './update-organisation-member-role.types';
-
-/**
- * Admin mutation to update organisation member role or transfer ownership.
- *
- * This mutation handles two scenarios:
- * 1. When role='OWNER': Transfers organisation ownership and promotes to ADMIN
- * 2. When role=ADMIN/MANAGER/MEMBER: Updates group membership
- *
- * Admin privileges bypass normal hierarchy restrictions.
- */
-export const updateOrganisationMemberRoleRoute = adminProcedure
-  .input(ZUpdateOrganisationMemberRoleRequestSchema)
-  .output(ZUpdateOrganisationMemberRoleResponseSchema)
-  .mutation(async ({ input, ctx }) => {
-    const { organisationId, userId, role } = input;
-
-    ctx.logger.info({
-      input: {
-        organisationId,
-        userId,
-        role,
-      },
-    });
-
-    const organisation = await prisma.organisation.findUnique({
-      where: {
-        id: organisationId,
-      },
-      include: {
-        groups: {
-          where: {
-            type: OrganisationGroupType.INTERNAL_ORGANISATION,
-          },
-        },
-        members: {
-          where: {
-            userId,
-          },
-          include: {
-            organisationGroupMembers: {
-              include: {
-                group: true,
-              },
-            },
-          },
-        },
-      },
-    });
-
-    if (!organisation) {
-      throw new AppError(AppErrorCode.NOT_FOUND, {
-        message: 'Organisation not found',
-      });
-    }
-
-    const [member] = organisation.members;
-
-    if (!member) {
-      throw new AppError(AppErrorCode.NOT_FOUND, {
-        message: 'User is not a member of this organisation',
-      });
-    }
-
-    const currentOrganisationRole = getHighestOrganisationRoleInGroup(
-      member.organisationGroupMembers.flatMap((member) => member.group),
-    );
-
-    if (role === 'OWNER') {
-      if (organisation.ownerUserId === userId) {
-        throw new AppError(AppErrorCode.INVALID_REQUEST, {
-          message: 'User is already the owner of this organisation',
-        });
-      }
-
-      const currentMemberGroup = organisation.groups.find(
-        (group) => group.organisationRole === currentOrganisationRole,
-      );
-
-      const adminGroup = organisation.groups.find(
-        (group) => group.organisationRole === OrganisationMemberRole.ADMIN,
-      );
-
-      if (!currentMemberGroup) {
-        ctx.logger.error({
-          message: '[CRITICAL]: Missing internal group',
-          organisationId,
-          userId,
-          role: currentOrganisationRole,
-        });
-
-        throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
-          message: 'Current member group not found',
-        });
-      }
-
-      if (!adminGroup) {
-        ctx.logger.error({
-          message: '[CRITICAL]: Missing internal group',
-          organisationId,
-          userId,
-          targetRole: 'ADMIN',
-        });
-
-        throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
-          message: 'Admin group not found',
-        });
-      }
-
-      await prisma.$transaction(async (tx) => {
-        await tx.organisation.update({
-          where: {
-            id: organisationId,
-          },
-          data: {
-            ownerUserId: userId,
-          },
-        });
-
-        if (currentOrganisationRole !== OrganisationMemberRole.ADMIN) {
-          await tx.organisationGroupMember.delete({
-            where: {
-              organisationMemberId_groupId: {
-                organisationMemberId: member.id,
-                groupId: currentMemberGroup.id,
-              },
-            },
-          });
-
-          await tx.organisationGroupMember.create({
-            data: {
-              id: generateDatabaseId('group_member'),
-              organisationMemberId: member.id,
-              groupId: adminGroup.id,
-            },
-          });
-        }
-      });
-
-      return;
-    }
-
-    const targetRole = role as OrganisationMemberRole;
-
-    if (currentOrganisationRole === targetRole) {
-      throw new AppError(AppErrorCode.INVALID_REQUEST, {
-        message: 'User already has this role',
-      });
-    }
-
-    if (userId === organisation.ownerUserId && targetRole !== OrganisationMemberRole.ADMIN) {
-      throw new AppError(AppErrorCode.INVALID_REQUEST, {
-        message: 'Organisation owner must be an admin. Transfer ownership first.',
-      });
-    }
-
-    const currentMemberGroup = organisation.groups.find(
-      (group) => group.organisationRole === currentOrganisationRole,
-    );
-
-    const newMemberGroup = organisation.groups.find(
-      (group) => group.organisationRole === targetRole,
-    );
-
-    if (!currentMemberGroup) {
-      ctx.logger.error({
-        message: '[CRITICAL]: Missing internal group',
-        organisationId,
-        userId,
-        role: currentOrganisationRole,
-      });
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
-        message: 'Current member group not found',
-      });
-    }
-
-    if (!newMemberGroup) {
-      ctx.logger.error({
-        message: '[CRITICAL]: Missing internal group',
-        organisationId,
-        userId,
-        targetRole,
-      });
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
-        message: 'New member group not found',
-      });
-    }
-
-    await prisma.$transaction(async (tx) => {
-      await tx.organisationGroupMember.delete({
-        where: {
-          organisationMemberId_groupId: {
-            organisationMemberId: member.id,
-            groupId: currentMemberGroup.id,
-          },
-        },
-      });
-
-      await tx.organisationGroupMember.create({
-        data: {
-          id: generateDatabaseId('group_member'),
-          organisationMemberId: member.id,
-          groupId: newMemberGroup.id,
-        },
-      });
-    });
-  });
--- a/packages/trpc/server/admin-router/update-organisation-member-role.types.ts
+++ b/packages/trpc/server/admin-router/update-organisation-member-role.types.ts
@ -1,30 +0,0 @@
-import { OrganisationMemberRole } from '@prisma/client';
-import { z } from 'zod';
-
-/**
- * Admin-only role selection that includes OWNER as a special case.
- * OWNER is not a database role but triggers ownership transfer.
- */
-export const ZAdminRoleSelection = z.enum([
-  'OWNER',
-  OrganisationMemberRole.ADMIN,
-  OrganisationMemberRole.MANAGER,
-  OrganisationMemberRole.MEMBER,
-]);
-
-export type TAdminRoleSelection = z.infer<typeof ZAdminRoleSelection>;
-
-export const ZUpdateOrganisationMemberRoleRequestSchema = z.object({
-  organisationId: z.string().min(1),
-  userId: z.number().min(1),
-  role: ZAdminRoleSelection,
-});
-
-export const ZUpdateOrganisationMemberRoleResponseSchema = z.void();
-
-export type TUpdateOrganisationMemberRoleRequest = z.infer<
-  typeof ZUpdateOrganisationMemberRoleRequestSchema
->;
-export type TUpdateOrganisationMemberRoleResponse = z.infer<
-  typeof ZUpdateOrganisationMemberRoleResponseSchema
->;
--- a/packages/trpc/server/organisation-router/delete-organisation.ts
+++ b/packages/trpc/server/organisation-router/delete-organisation.ts
@ -3,6 +3,7 @@ import {
  ORGANISATION_USER_ACCOUNT_TYPE,
 } from '@documenso/lib/constants/organisations';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { handleDocumentOwnershipOnDeletion } from '@documenso/lib/server-only/document/handle-document-ownership-on-deletion';
 import { buildOrganisationWhereQuery } from '@documenso/lib/utils/organisations';
 import { prisma } from '@documenso/prisma';

@ -32,6 +33,24 @@ export const deleteOrganisationRoute = authenticatedProcedure
        userId: user.id,
        roles: ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP['DELETE_ORGANISATION'],
      }),
+      select: {
+        id: true,
+        owner: {
+          select: {
+            id: true,
+          },
+        },
+        teams: {
+          select: {
+            id: true,
+            documents: {
+              select: {
+                id: true,
+              },
+            },
+          },
+        },
+      },
    });

    if (!organisation) {
@ -40,6 +59,15 @@ export const deleteOrganisationRoute = authenticatedProcedure
      });
    }

+    const documentIds = organisation.teams.flatMap((team) => team.documents.map((doc) => doc.id));
+
+    if (documentIds && documentIds.length > 0) {
+      await handleDocumentOwnershipOnDeletion({
+        documentIds,
+        organisationOwnerId: organisation.owner.id,
+      });
+    }
+
    await prisma.$transaction(async (tx) => {
      await tx.account.deleteMany({
        where: {
--- a/packages/trpc/server/team-router/delete-team.ts
+++ b/packages/trpc/server/team-router/delete-team.ts
@ -1,4 +1,8 @@
+import { ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP } from '@documenso/lib/constants/organisations';
+import { handleDocumentOwnershipOnDeletion } from '@documenso/lib/server-only/document/handle-document-ownership-on-deletion';
 import { deleteTeam } from '@documenso/lib/server-only/team/delete-team';
+import { buildOrganisationWhereQuery } from '@documenso/lib/utils/organisations';
+import { prisma } from '@documenso/prisma';

 import { authenticatedProcedure } from '../trpc';
 import { ZDeleteTeamRequestSchema, ZDeleteTeamResponseSchema } from './delete-team.types';
@ -11,12 +15,53 @@ export const deleteTeamRoute = authenticatedProcedure
    const { teamId } = input;
    const { user } = ctx;

+    const team = await prisma.team.findUnique({
+      where: {
+        id: teamId,
+      },
+    });
+
+    const organisation = await prisma.organisation.findFirst({
+      where: buildOrganisationWhereQuery({
+        organisationId: team?.organisationId,
+        userId: user.id,
+        roles: ORGANISATION_MEMBER_ROLE_PERMISSIONS_MAP['DELETE_ORGANISATION'],
+      }),
+      select: {
+        id: true,
+        owner: {
+          select: {
+            id: true,
+          },
+        },
+        teams: {
+          select: {
+            id: true,
+            documents: {
+              select: {
+                id: true,
+              },
+            },
+          },
+        },
+      },
+    });
+
    ctx.logger.info({
      input: {
        teamId,
      },
    });

+    const documentIds = organisation?.teams.flatMap((team) => team.documents.map((doc) => doc.id));
+
+    if (documentIds && documentIds.length > 0 && organisation) {
+      await handleDocumentOwnershipOnDeletion({
+        documentIds,
+        organisationOwnerId: organisation.owner.id,
+      });
+    }
+
    await deleteTeam({
      userId: user.id,
      teamId,
--- a/packages/trpc/server/template-router/router.ts
+++ b/packages/trpc/server/template-router/router.ts
@ -519,7 +519,6 @@ export const templateRouter = router({
        directTemplateExternalId,
        signedFieldValues,
        templateUpdatedAt,
-        nextSigner,
      } = input;

      ctx.logger.info({
@ -542,7 +541,6 @@ export const templateRouter = router({
              email: ctx.user.email,
            }
          : undefined,
-        nextSigner,
        requestMetadata: ctx.metadata,
      });
    }),
--- a/packages/trpc/server/template-router/schema.ts
+++ b/packages/trpc/server/template-router/schema.ts
@ -90,12 +90,6 @@ export const ZCreateDocumentFromDirectTemplateRequestSchema = z.object({
  directTemplateExternalId: z.string().optional(),
  signedFieldValues: z.array(ZSignFieldWithTokenMutationSchema),
  templateUpdatedAt: z.date(),
-  nextSigner: z
-    .object({
-      email: z.string().email().max(254),
-      name: z.string().min(1).max(255),
-    })
-    .optional(),
 });

 export const ZCreateDocumentFromTemplateRequestSchema = z.object({
Author	SHA1	Message	Date
Lucas Smith	bf6f09194d	Merge branch 'main' into feat/unlink-documents-deleted-org	2025-10-28 21:04:54 +11:00
Catalin Pit	0bbd9aa9a1	chore: merge main	2025-09-11 17:20:24 +03:00
Catalin Pit	5e8c3d5d92	chore: return minimal data	2025-09-01 14:20:15 +03:00
Catalin Pit	c97c2551db	Merge branch 'main' into feat/unlink-documents-deleted-org	2025-09-01 14:01:42 +03:00
Catalin Pit	1863d990c8	chore: don't return more than necessary	2025-09-01 13:56:21 +03:00
Catalin Pit	38483bb88c	chore: update file name in import	2025-09-01 12:38:15 +03:00
Catalin Pit	9cbbdfb127	chore: make code re-usable	2025-09-01 12:18:12 +03:00
Catalin Pit	fb6e2753df	chore: add deletedAt property	2025-08-28 13:23:43 +03:00
Catalin Pit	a89c781b31	chore: add deletedAt property	2025-08-28 11:44:20 +03:00
Catalin Pit	8b131e42c7	feat: unlink documents from deleted organization	2025-08-28 09:35:31 +03:00