v2.0.2

Currently on inngest the sealing task fails during decoration stating
that it can not find the step "xxx"

My running theory is that this was due to it being a
Promise.all(map(...)) even though that isn't explicitly disallowed.

This change turns it into a for loop collecting promises to be awaited
after the fact.

Local inngest testing looks promising.

.env.example

@@ -13,6 +13,10 @@ NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 # https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#google-oauth-gmail
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
 NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=""
+# Find documentation on setting up Microsoft OAuth here:
+# https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#microsoft-oauth-azure-ad
+NEXT_PRIVATE_MICROSOFT_CLIENT_ID=""
+NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET=""
 
 NEXT_PRIVATE_OIDC_WELL_KNOWN=""
 NEXT_PRIVATE_OIDC_CLIENT_ID=""
@@ -25,6 +29,10 @@ NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
 # URL used by the web app to request itself (e.g. local background jobs)
 NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
 
+# [[SERVER]]
+# OPTIONAL: The port the server will listen on. Defaults to 3000.
+PORT=3000
+
 # [[DATABASE]]
 NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
 # Defines the URL to use for the database when running migrations and other commands that won't work with a connection pool.

CODE_STYLE.md

@@ -0,0 +1,692 @@
+# 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

apps/documentation/pages/developers/self-hosting/setting-up-oauth-providers.mdx

@@ -27,3 +27,33 @@ NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=<your-client-secret>
 ```
 
 Finally verify the signing in with Google works by signing in with your Google account and checking the email address in your profile.
+
+## Microsoft OAuth (Azure AD)
+
+To use Microsoft OAuth, you will need to create an Azure AD application registration in the Microsoft Azure portal. This will allow users to sign in with their Microsoft accounts.
+
+### Create and configure a new Azure AD application
+
+1. Go to the [Azure Portal](https://portal.azure.com/)
+2. Navigate to **Azure Active Directory** (or **Microsoft Entra ID** in newer Azure portals)
+3. In the left sidebar, click **App registrations**
+4. Click **New registration**
+5. Enter a name for your application (e.g., "Documenso")
+6. Under **Supported account types**, select **Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)** to allow any Microsoft account to sign in
+7. Under **Redirect URI**, select **Web** and enter: `https://<documenso-domain>/api/auth/callback/microsoft`
+8. Click **Register**
+
+### Configure the application
+
+1. After registration, you'll be taken to the app's overview page
+2. Copy the **Application (client) ID** - this will be your `NEXT_PRIVATE_MICROSOFT_CLIENT_ID`
+3. In the left sidebar, click **Certificates & secrets**
+4. Under **Client secrets**, click **New client secret**
+5. Add a description and select an expiration period
+6. Click **Add** and copy the **Value** (not the Secret ID) - this will be your `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET`
+7. In the Documenso environment variables, set the following:
+
+```
+NEXT_PRIVATE_MICROSOFT_CLIENT_ID=<your-application-client-id>
+NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET=<your-client-secret-value>
+```

apps/openpage-api/lib/growth/get-monthly-completed-document.ts

@@ -1,4 +1,4 @@
-import { DocumentStatus } from '@prisma/client';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
@@ -7,18 +7,19 @@ import { addZeroMonth } from '../add-zero-month';
 
 export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
-    .selectFrom('Document')
+    .selectFrom('Envelope')
     .select(({ fn }) => [
-      fn<Date>('DATE_TRUNC', [sql.lit('MONTH'), 'Document.updatedAt']).as('month'),
+      fn<Date>('DATE_TRUNC', [sql.lit('MONTH'), 'Envelope.updatedAt']).as('month'),
       fn.count('id').as('count'),
       fn
         .sum(fn.count('id'))
         // Feels like a bug in the Kysely extension but I just can not do this orderBy in a type-safe manner
         // eslint-disable-next-line @typescript-eslint/consistent-type-assertions, @typescript-eslint/no-explicit-any
-        .over((ob) => ob.orderBy(fn('DATE_TRUNC', [sql.lit('MONTH'), 'Document.updatedAt']) as any))
+        .over((ob) => ob.orderBy(fn('DATE_TRUNC', [sql.lit('MONTH'), 'Envelope.updatedAt']) as any))
         .as('cume_count'),
     ])
-    .where(() => sql`"Document"."status" = ${DocumentStatus.COMPLETED}::"DocumentStatus"`)
+    .where(() => sql`"Envelope"."status" = ${DocumentStatus.COMPLETED}::"DocumentStatus"`)
+    .where(() => sql`"Envelope"."type" = ${EnvelopeType.DOCUMENT}::"EnvelopeType"`)
     .groupBy('month')
     .orderBy('month', 'desc')
     .limit(12);

apps/openpage-api/package.json

@@ -5,7 +5,7 @@
   "scripts": {
     "dev": "next dev -p 3003",
     "build": "next build",
-    "start": "next start",
+    "start": "next start -p 3003",
     "lint:fix": "next lint --fix",
     "clean": "rimraf .next && rimraf node_modules"
   },

apps/remix/app/app.css

@@ -27,9 +27,45 @@
   font-display: swap;
 }
 
+@font-face {
+  font-family: 'Noto Sans';
+  src: url('/fonts/noto-sans.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Korean noto sans */
+@font-face {
+  font-family: 'Noto Sans Korean';
+  src: url('/fonts/noto-sans-korean.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Japanese noto sans */
+@font-face {
+  font-family: 'Noto Sans Japanese';
+  src: url('/fonts/noto-sans-japanese.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Chinese noto sans */
+@font-face {
+  font-family: 'Noto Sans Chinese';
+  src: url('/fonts/noto-sans-chinese.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
 @layer base {
   :root {
     --font-sans: 'Inter';
     --font-signature: 'Caveat';
+    --font-noto: 'Noto Sans', 'Noto Sans Korean', 'Noto Sans Japanese', 'Noto Sans Chinese';
   }
 }

apps/remix/app/components/dialogs/admin-document-delete-dialog.tsx

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document } from '@prisma/client';
 import { useNavigate } from 'react-router';
 
 import { trpc } from '@documenso/trpc/react';
@@ -22,10 +21,10 @@ import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminDocumentDeleteDialogProps = {
-  document: Document;
+  envelopeId: string;
 };
 
-export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialogProps) => {
+export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -42,7 +41,7 @@ export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialo
         return;
       }
 
-      await deleteDocument({ id: document.id, reason });
+      await deleteDocument({ id: envelopeId, reason });
 
       toast({
         title: _(msg`Document deleted`),

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

@@ -0,0 +1,218 @@
+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>
+  );
+};

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

@@ -19,13 +19,15 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useCurrentTeam } from '~/providers/team';
 
 type DocumentDuplicateDialogProps = {
-  id: number;
+  id: string;
+  token?: string;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
 export const DocumentDuplicateDialog = ({
   id,
+  token,
   open,
   onOpenChange,
 }: DocumentDuplicateDialogProps) => {
@@ -36,42 +38,38 @@ export const DocumentDuplicateDialog = ({
 
   const team = useCurrentTeam();
 
-  const { data: document, isLoading } = trpcReact.document.get.useQuery(
-    {
-      documentId: id,
-    },
-    {
-      queryHash: `document-duplicate-dialog-${id}`,
-      enabled: open === true,
-    },
-  );
+  const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
+    trpcReact.envelope.item.getManyByToken.useQuery(
+      {
+        envelopeId: id,
+        access: token ? { type: 'recipient', token } : { type: 'user' },
+      },
+      {
+        enabled: open,
+      },
+    );
 
-  const documentData = document?.documentData
-    ? {
-        ...document.documentData,
-        data: document.documentData.initialData,
-      }
-    : undefined;
+  const envelopeItems = envelopeItemsPayload?.data || [];
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
-    trpcReact.document.duplicate.useMutation({
-      onSuccess: async ({ documentId }) => {
+  const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
+    trpcReact.envelope.duplicate.useMutation({
+      onSuccess: async ({ id }) => {
         toast({
           title: _(msg`Document Duplicated`),
           description: _(msg`Your document has been successfully duplicated.`),
           duration: 5000,
         });
 
-        await navigate(`${documentsPath}/${documentId}/edit`);
+        await navigate(`${documentsPath}/${id}/edit`);
         onOpenChange(false);
       },
     });
 
   const onDuplicate = async () => {
     try {
-      await duplicateDocument({ documentId: id });
+      await duplicateEnvelope({ envelopeId: id });
     } catch {
       toast({
         title: _(msg`Something went wrong`),
@@ -83,14 +81,14 @@ export const DocumentDuplicateDialog = ({
   };
 
   return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+    <Dialog open={open} onOpenChange={(value) => !isDuplicating && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
             <Trans>Duplicate</Trans>
           </DialogTitle>
         </DialogHeader>
-        {!documentData || isLoading ? (
+        {isLoadingEnvelopeItems || !envelopeItems || envelopeItems.length === 0 ? (
           <div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
             <h1 className="mt-4 grow-0 truncate text-2xl font-semibold md:text-3xl">
               <Trans>Loading Document...</Trans>
@@ -98,7 +96,12 @@ export const DocumentDuplicateDialog = ({
           </div>
         ) : (
           <div className="p-2 [&>div]:h-[50vh] [&>div]:overflow-y-scroll">
-            <PDFViewer key={document?.id} documentData={documentData} />
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={undefined}
+              version="original"
+            />
           </div>
         )}
 
@@ -115,8 +118,8 @@ export const DocumentDuplicateDialog = ({
 
             <Button
               type="button"
-              disabled={isDuplicateLoading || isLoading}
-              loading={isDuplicateLoading}
+              disabled={isDuplicating}
+              loading={isDuplicating}
               onClick={onDuplicate}
               className="flex-1"
             >

apps/remix/app/components/dialogs/document-move-to-folder-dialog.tsx

@@ -71,7 +71,7 @@ export const DocumentMoveToFolderDialog = ({
     },
   });
 
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
     {
       parentId: currentFolderId,
       type: FolderType.DOCUMENT,
@@ -81,7 +81,7 @@ export const DocumentMoveToFolderDialog = ({
     },
   );
 
-  const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
+  const { mutateAsync: updateDocument } = trpc.document.update.useMutation();
 
   useEffect(() => {
     if (!open) {
@@ -94,9 +94,11 @@ export const DocumentMoveToFolderDialog = ({
 
   const onSubmit = async (data: TMoveDocumentFormSchema) => {
     try {
-      await moveDocumentToFolder({
+      await updateDocument({
         documentId,
-        folderId: data.folderId ?? null,
+        data: {
+          folderId: data.folderId ?? null,
+        },
       });
 
       const documentsPath = formatDocumentsPath(team.url);

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

@@ -4,15 +4,15 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { type Recipient, SigningStatus } from '@prisma/client';
+import { type Recipient, SigningStatus, type Team, type User } from '@prisma/client';
 import { History } from 'lucide-react';
 import { useForm, useWatch } from 'react-hook-form';
 import * as z from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
-import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import type { Document } from '@documenso/prisma/types/document-legacy-schema';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -43,7 +43,11 @@ import { StackAvatar } from '../general/stack-avatar';
 const FORM_ID = 'resend-email';
 
 export type DocumentResendDialogProps = {
-  document: TDocumentRow;
+  document: Pick<Document, 'id' | 'userId' | 'teamId' | 'status'> & {
+    user: Pick<User, 'id' | 'name' | 'email'>;
+    recipients: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
+  };
   recipients: Recipient[];
 };
 

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

@@ -0,0 +1,442 @@
+import { useMemo, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import {
+  DocumentDistributionMethod,
+  DocumentStatus,
+  EnvelopeType,
+  type Field,
+  FieldType,
+  type Recipient,
+  RecipientRole,
+} from '@prisma/client';
+import { AnimatePresence, motion } from 'framer-motion';
+import { InfoIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { match } from 'ts-pattern';
+import * as z from 'zod';
+
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
+import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EnvelopeDistributeDialogProps = {
+  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
+    recipients: Recipient[];
+    fields: Pick<Field, 'type' | 'recipientId'>[];
+  };
+  onDistribute?: () => Promise<void>;
+  documentRootPath: string;
+  trigger?: React.ReactNode;
+};
+
+export const ZEnvelopeDistributeFormSchema = z.object({
+  meta: z.object({
+    emailId: z.string().nullable(),
+    emailReplyTo: z.preprocess(
+      (val) => (val === '' ? undefined : val),
+      z.string().email().optional(),
+    ),
+    subject: z.string(),
+    message: z.string(),
+    distributionMethod: z
+      .nativeEnum(DocumentDistributionMethod)
+      .optional()
+      .default(DocumentDistributionMethod.EMAIL),
+  }),
+});
+
+export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
+
+export const EnvelopeDistributeDialog = ({
+  envelope,
+  trigger,
+  documentRootPath,
+  onDistribute,
+}: EnvelopeDistributeDialogProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const recipients = envelope.recipients;
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { mutateAsync: distributeEnvelope } = trpcReact.envelope.distribute.useMutation();
+
+  const form = useForm<TEnvelopeDistributeFormSchema>({
+    defaultValues: {
+      meta: {
+        emailId: envelope.documentMeta?.emailId ?? null,
+        emailReplyTo: envelope.documentMeta?.emailReplyTo || undefined,
+        subject: envelope.documentMeta?.subject ?? '',
+        message: envelope.documentMeta?.message ?? '',
+        distributionMethod:
+          envelope.documentMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
+      },
+    },
+    resolver: zodResolver(ZEnvelopeDistributeFormSchema),
+  });
+
+  const {
+    handleSubmit,
+    setValue,
+    watch,
+    formState: { isSubmitting },
+  } = form;
+
+  const { data: emailData, isLoading: isLoadingEmails } =
+    trpc.enterprise.organisation.email.find.useQuery({
+      organisationId: organisation.id,
+      perPage: 100,
+    });
+
+  const emails = emailData?.data || [];
+
+  const distributionMethod = watch('meta.distributionMethod');
+
+  const recipientsMissingSignatureFields = useMemo(
+    () =>
+      envelope.recipients.filter(
+        (recipient) =>
+          recipient.role === RecipientRole.SIGNER &&
+          !envelope.fields.some(
+            (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
+          ),
+      ),
+    [envelope.recipients, envelope.fields],
+  );
+
+  const invalidEnvelopeCode = useMemo(() => {
+    if (recipientsMissingSignatureFields.length > 0) {
+      return 'MISSING_SIGNATURES';
+    }
+
+    if (envelope.recipients.length === 0) {
+      return 'MISSING_RECIPIENTS';
+    }
+
+    return null;
+  }, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
+
+  const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
+    try {
+      await distributeEnvelope({ envelopeId: envelope.id, meta });
+
+      await onDistribute?.();
+
+      let redirectPath = `${documentRootPath}/${envelope.id}`;
+
+      if (meta.distributionMethod === DocumentDistributionMethod.NONE) {
+        redirectPath += '?action=copy-links';
+      }
+
+      await navigate(redirectPath);
+
+      toast({
+        title: t`Envelope distributed`,
+        description: t`Your envelope has been distributed successfully.`,
+        duration: 5000,
+      });
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This envelope could not be distributed at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  if (envelope.status !== DocumentStatus.DRAFT || envelope.type !== EnvelopeType.DOCUMENT) {
+    return null;
+  }
+
+  return (
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent className="max-w-md" hideClose>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Send Document</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Recipients will be able to sign the document once sent</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        {!invalidEnvelopeCode ? (
+          <Form {...form}>
+            <form onSubmit={handleSubmit(onFormSubmit)}>
+              <fieldset disabled={isSubmitting}>
+                <Tabs
+                  onValueChange={(value) =>
+                    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+                    setValue('meta.distributionMethod', value as DocumentDistributionMethod)
+                  }
+                  value={distributionMethod}
+                  className="mb-2"
+                >
+                  <TabsList className="w-full">
+                    <TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
+                      Email
+                    </TabsTrigger>
+                    <TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
+                      None
+                    </TabsTrigger>
+                  </TabsList>
+                </Tabs>
+
+                <div
+                  className={cn('min-h-72', {
+                    'min-h-[23rem]': organisation.organisationClaim.flags.emailDomains,
+                  })}
+                >
+                  <AnimatePresence initial={false} mode="wait">
+                    {distributionMethod === DocumentDistributionMethod.EMAIL && (
+                      <motion.div
+                        key={'Emails'}
+                        initial={{ opacity: 0, y: 5 }}
+                        animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                        exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                      >
+                        <Form {...form}>
+                          <fieldset
+                            className="mt-2 flex flex-col gap-y-4 rounded-lg"
+                            disabled={form.formState.isSubmitting}
+                          >
+                            {organisation.organisationClaim.flags.emailDomains && (
+                              <FormField
+                                control={form.control}
+                                name="meta.emailId"
+                                render={({ field }) => (
+                                  <FormItem>
+                                    <FormLabel>
+                                      <Trans>Email Sender</Trans>
+                                    </FormLabel>
+                                    <FormControl>
+                                      <Select
+                                        {...field}
+                                        value={field.value === null ? '-1' : field.value}
+                                        onValueChange={(value) =>
+                                          field.onChange(value === '-1' ? null : value)
+                                        }
+                                      >
+                                        <SelectTrigger
+                                          loading={isLoadingEmails}
+                                          className="bg-background"
+                                        >
+                                          <SelectValue />
+                                        </SelectTrigger>
+
+                                        <SelectContent>
+                                          {emails.map((email) => (
+                                            <SelectItem key={email.id} value={email.id}>
+                                              {email.email}
+                                            </SelectItem>
+                                          ))}
+
+                                          <SelectItem value={'-1'}>Documenso</SelectItem>
+                                        </SelectContent>
+                                      </Select>
+                                    </FormControl>
+
+                                    <FormMessage />
+                                  </FormItem>
+                                )}
+                              />
+                            )}
+
+                            <FormField
+                              control={form.control}
+                              name="meta.emailReplyTo"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel>
+                                    <Trans>Reply To Email</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Input {...field} maxLength={254} />
+                                  </FormControl>
+
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+
+                            <FormField
+                              control={form.control}
+                              name="meta.subject"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel>
+                                    <Trans>Subject</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Input {...field} maxLength={255} />
+                                  </FormControl>
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+
+                            <FormField
+                              control={form.control}
+                              name="meta.message"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel className="flex flex-row items-center">
+                                    <Trans>Message</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Tooltip>
+                                      <TooltipTrigger>
+                                        <InfoIcon className="mx-2 h-4 w-4" />
+                                      </TooltipTrigger>
+                                      <TooltipContent className="text-muted-foreground p-4">
+                                        <DocumentSendEmailMessageHelper />
+                                      </TooltipContent>
+                                    </Tooltip>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Textarea
+                                      className="bg-background mt-2 h-16 resize-none"
+                                      {...field}
+                                      maxLength={5000}
+                                    />
+                                  </FormControl>
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+                          </fieldset>
+                        </Form>
+                      </motion.div>
+                    )}
+
+                    {distributionMethod === DocumentDistributionMethod.NONE && (
+                      <motion.div
+                        key={'Links'}
+                        initial={{ opacity: 0, y: 5 }}
+                        animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                        exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                        className="min-h-60 rounded-lg border"
+                      >
+                        <div className="text-muted-foreground py-24 text-center text-sm">
+                          <p>
+                            <Trans>We won't send anything to notify recipients.</Trans>
+                          </p>
+
+                          <p className="mt-2">
+                            <Trans>
+                              We will generate signing links for you, which you can send to the
+                              recipients through your method of choice.
+                            </Trans>
+                          </p>
+                        </div>
+                      </motion.div>
+                    )}
+                  </AnimatePresence>
+                </div>
+
+                <DialogFooter>
+                  <DialogClose asChild>
+                    <Button type="button" variant="secondary" disabled={isSubmitting}>
+                      <Trans>Cancel</Trans>
+                    </Button>
+                  </DialogClose>
+
+                  <Button loading={isSubmitting} type="submit">
+                    {distributionMethod === DocumentDistributionMethod.EMAIL ? (
+                      <Trans>Send</Trans>
+                    ) : (
+                      <Trans>Generate Links</Trans>
+                    )}
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        ) : (
+          <>
+            <Alert variant="warning">
+              {match(invalidEnvelopeCode)
+                .with('MISSING_RECIPIENTS', () => (
+                  <AlertDescription>
+                    <Trans>You need at least one recipient to send a document</Trans>
+                  </AlertDescription>
+                ))
+                .with('MISSING_SIGNATURES', () => (
+                  <AlertDescription>
+                    <Trans>The following signers are missing signature fields:</Trans>
+
+                    <ul className="ml-2 mt-1 list-inside list-disc">
+                      {recipientsMissingSignatureFields.map((recipient) => (
+                        <li key={recipient.id}>{recipient.email}</li>
+                      ))}
+                    </ul>
+                  </AlertDescription>
+                ))
+                .exhaustive()}
+            </Alert>
+
+            <DialogFooter>
+              <DialogClose asChild>
+                <Button type="button" variant="secondary">
+                  <Trans>Close</Trans>
+                </Button>
+              </DialogClose>
+            </DialogFooter>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,204 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { DownloadIcon, FileTextIcon } from 'lucide-react';
+
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'envelopeId' | 'title' | 'order'>;
+
+type EnvelopeDownloadDialogProps = {
+  envelopeId: string;
+  envelopeStatus: DocumentStatus;
+  envelopeItems?: EnvelopeItemToDownload[];
+
+  /**
+   * The recipient token to download the document.
+   *
+   * If not provided, it will be assumed that the current user can access the document.
+   */
+  token?: string;
+  trigger: React.ReactNode;
+};
+
+export const EnvelopeDownloadDialog = ({
+  envelopeId,
+  envelopeStatus,
+  envelopeItems: initialEnvelopeItems,
+  token,
+  trigger,
+}: EnvelopeDownloadDialogProps) => {
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [open, setOpen] = useState(false);
+
+  const [isDownloadingState, setIsDownloadingState] = useState<{
+    [envelopeItemIdAndVersion: string]: boolean;
+  }>({});
+
+  const generateDownloadKey = (envelopeItemId: string, version: 'original' | 'signed') =>
+    `${envelopeItemId}-${version}`;
+
+  const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
+    trpc.envelope.item.getManyByToken.useQuery(
+      {
+        envelopeId,
+        access: token ? { type: 'recipient', token } : { type: 'user' },
+      },
+      {
+        initialData: initialEnvelopeItems ? { data: initialEnvelopeItems } : undefined,
+        enabled: open,
+      },
+    );
+
+  const envelopeItems = envelopeItemsPayload?.data || [];
+
+  const onDownload = async (
+    envelopeItem: EnvelopeItemToDownload,
+    version: 'original' | 'signed',
+  ) => {
+    const { id: envelopeItemId } = envelopeItem;
+
+    if (isDownloadingState[generateDownloadKey(envelopeItemId, version)]) {
+      return;
+    }
+
+    setIsDownloadingState((prev) => ({
+      ...prev,
+      [generateDownloadKey(envelopeItemId, version)]: true,
+    }));
+
+    try {
+      await downloadPDF({
+        envelopeItem,
+        token,
+        fileName: envelopeItem.title,
+        version,
+      });
+
+      setIsDownloadingState((prev) => ({
+        ...prev,
+        [generateDownloadKey(envelopeItemId, version)]: false,
+      }));
+    } catch (error) {
+      setIsDownloadingState((prev) => ({
+        ...prev,
+        [generateDownloadKey(envelopeItemId, version)]: false,
+      }));
+
+      console.error(error);
+
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be downloaded at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Download Files</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Select the files you would like to download.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="flex flex-col gap-4">
+          {isLoadingEnvelopeItems ? (
+            <>
+              {Array.from({ length: 1 }).map((_, index) => (
+                <div
+                  key={index}
+                  className="border-border bg-card flex items-center gap-2 rounded-lg border p-4"
+                >
+                  <Skeleton className="h-10 w-10 flex-shrink-0 rounded-lg" />
+
+                  <div className="flex w-full flex-col gap-2">
+                    <Skeleton className="h-4 w-28 rounded-lg" />
+                    <Skeleton className="h-4 w-20 rounded-lg" />
+                  </div>
+
+                  <Skeleton className="h-10 w-20 flex-shrink-0 rounded-lg" />
+                </div>
+              ))}
+            </>
+          ) : (
+            envelopeItems.map((item) => (
+              <div
+                key={item.id}
+                className="border-border bg-card hover:bg-accent/50 flex items-center gap-4 rounded-lg border p-4 transition-colors"
+              >
+                <div className="flex-shrink-0">
+                  <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
+                    <FileTextIcon className="text-primary h-5 w-5" />
+                  </div>
+                </div>
+
+                <div className="min-w-0 flex-1">
+                  {/* Todo: Envelopes - Fix overflow */}
+                  <h4 className="text-foreground truncate text-sm font-medium">{item.title}</h4>
+                  <p className="text-muted-foreground mt-0.5 text-xs">
+                    <Trans>PDF Document</Trans>
+                  </p>
+                </div>
+
+                <div className="flex flex-shrink-0 items-center gap-2">
+                  <Button
+                    variant="outline"
+                    size="sm"
+                    className="text-xs"
+                    onClick={async () => onDownload(item, 'original')}
+                    loading={isDownloadingState[generateDownloadKey(item.id, 'original')]}
+                  >
+                    {!isDownloadingState[generateDownloadKey(item.id, 'original')] && (
+                      <DownloadIcon className="mr-2 h-4 w-4" />
+                    )}
+                    <Trans>Original</Trans>
+                  </Button>
+
+                  {envelopeStatus === DocumentStatus.COMPLETED && (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="text-xs"
+                      onClick={async () => onDownload(item, 'signed')}
+                      loading={isDownloadingState[generateDownloadKey(item.id, 'signed')]}
+                    >
+                      {!isDownloadingState[generateDownloadKey(item.id, 'signed')] && (
+                        <DownloadIcon className="mr-2 h-4 w-4" />
+                      )}
+                      <Trans>Signed</Trans>
+                    </Button>
+                  )}
+                </div>
+              </div>
+            ))
+          )}
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,113 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
+import { useNavigate } from 'react-router';
+
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+type EnvelopeDuplicateDialogProps = {
+  envelopeId: string;
+  envelopeType: EnvelopeType;
+  trigger?: React.ReactNode;
+};
+
+export const EnvelopeDuplicateDialog = ({
+  envelopeId,
+  envelopeType,
+  trigger,
+}: EnvelopeDuplicateDialogProps) => {
+  const navigate = useNavigate();
+
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const team = useCurrentTeam();
+
+  const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
+    trpc.envelope.duplicate.useMutation({
+      onSuccess: async ({ id }) => {
+        toast({
+          title: t`Envelope Duplicated`,
+          description: t`Your envelope has been successfully duplicated.`,
+          duration: 5000,
+        });
+
+        const path =
+          envelopeType === EnvelopeType.DOCUMENT
+            ? formatDocumentsPath(team.url)
+            : formatTemplatesPath(team.url);
+
+        await navigate(`${path}/${id}/edit`);
+        setOpen(false);
+      },
+    });
+
+  const onDuplicate = async () => {
+    try {
+      await duplicateEnvelope({ envelopeId });
+    } catch {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be duplicated at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isDuplicating && setOpen(value)}>
+      {trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
+
+      <DialogContent>
+        {envelopeType === EnvelopeType.DOCUMENT ? (
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Duplicate Document</Trans>
+            </DialogTitle>
+            <DialogDescription>
+              <Trans>This document will be duplicated.</Trans>
+            </DialogDescription>
+          </DialogHeader>
+        ) : (
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Duplicate Template</Trans>
+            </DialogTitle>
+            <DialogDescription>
+              <Trans>This template will be duplicated.</Trans>
+            </DialogDescription>
+          </DialogHeader>
+        )}
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" disabled={isDuplicating}>
+            <Trans>Cancel</Trans>
+          </Button>
+
+          <Button type="button" loading={isDuplicating} onClick={onDuplicate}>
+            <Trans>Duplicate</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/envelope-item-delete-dialog.tsx

@@ -0,0 +1,134 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EnvelopeItemDeleteDialogProps = {
+  canItemBeDeleted: boolean;
+  envelopeId: string;
+  envelopeItemId: string;
+  envelopeItemTitle: string;
+  onDelete?: (envelopeItemId: string) => void;
+  trigger?: React.ReactNode;
+};
+
+export const EnvelopeItemDeleteDialog = ({
+  trigger,
+  canItemBeDeleted,
+  envelopeId,
+  envelopeItemId,
+  envelopeItemTitle,
+  onDelete,
+}: EnvelopeItemDeleteDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteEnvelopeItem, isPending: isDeleting } =
+    trpc.envelope.item.delete.useMutation({
+      onSuccess: () => {
+        toast({
+          title: t`Success`,
+          description: t`You have successfully removed this envelope item.`,
+          duration: 5000,
+        });
+
+        onDelete?.(envelopeItemId);
+
+        setOpen(false);
+      },
+      onError: () => {
+        toast({
+          title: t`An unknown error occurred`,
+          description: t`We encountered an unknown error while attempting to remove this envelope item. Please try again later.`,
+          variant: 'destructive',
+          duration: 10000,
+        });
+      },
+    });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      {canItemBeDeleted ? (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Are you sure?</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>
+                You are about to remove the following document and all associated fields
+              </Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Alert variant="neutral">
+            <AlertDescription className="text-center font-semibold">
+              {envelopeItemTitle}
+            </AlertDescription>
+          </Alert>
+
+          <fieldset disabled={isDeleting}>
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                variant="destructive"
+                loading={isDeleting}
+                onClick={async () =>
+                  deleteEnvelopeItem({
+                    envelopeId,
+                    envelopeItemId,
+                  })
+                }
+              >
+                <Trans>Delete</Trans>
+              </Button>
+            </DialogFooter>
+          </fieldset>
+        </DialogContent>
+      ) : (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>This item cannot be deleted</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>
+                You cannot delete this item because the document has been sent to recipients
+              </Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+              <Trans>Close</Trans>
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      )}
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,187 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { DocumentStatus, EnvelopeType, type Recipient, SigningStatus } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { StackAvatar } from '../general/stack-avatar';
+
+export type EnvelopeRedistributeDialogProps = {
+  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
+    recipients: Recipient[];
+  };
+  trigger?: React.ReactNode;
+};
+
+export const ZEnvelopeRedistributeFormSchema = z.object({
+  recipients: z.array(z.number()).min(1, {
+    message: msg`You must select at least one item`.id,
+  }),
+});
+
+export type TEnvelopeRedistributeFormSchema = z.infer<typeof ZEnvelopeRedistributeFormSchema>;
+
+export const EnvelopeRedistributeDialog = ({
+  envelope,
+  trigger,
+}: EnvelopeRedistributeDialogProps) => {
+  const recipients = envelope.recipients;
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { mutateAsync: redistributeEnvelope } = trpcReact.envelope.redistribute.useMutation();
+
+  const form = useForm<TEnvelopeRedistributeFormSchema>({
+    defaultValues: {
+      recipients: [],
+    },
+    resolver: zodResolver(ZEnvelopeRedistributeFormSchema),
+  });
+
+  const {
+    handleSubmit,
+    formState: { isSubmitting },
+  } = form;
+
+  const onFormSubmit = async ({ recipients }: TEnvelopeRedistributeFormSchema) => {
+    try {
+      await redistributeEnvelope({ envelopeId: envelope.id, recipients });
+
+      toast({
+        title: t`Envelope resent`,
+        description: t`Your envelope has been resent successfully.`,
+        duration: 5000,
+      });
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This envelope could not be resent at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  if (envelope.status !== DocumentStatus.PENDING || envelope.type !== EnvelopeType.DOCUMENT) {
+    return null;
+  }
+
+  return (
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent className="max-w-md" hideClose>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Resend Document</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Send reminders to the following recipients</Trans>
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={handleSubmit(onFormSubmit)}>
+            <fieldset disabled={isSubmitting}>
+              <FormField
+                control={form.control}
+                name="recipients"
+                render={({ field: { value, onChange } }) => (
+                  <>
+                    {recipients
+                      .filter((recipient) => recipient.signingStatus === SigningStatus.NOT_SIGNED)
+                      .map((recipient) => (
+                        <FormItem
+                          key={recipient.id}
+                          className="flex flex-row items-center justify-between gap-x-3 px-3"
+                        >
+                          <FormLabel
+                            className={cn('my-2 flex items-center gap-2 font-normal', {
+                              'opacity-50': !value.includes(recipient.id),
+                            })}
+                          >
+                            <StackAvatar
+                              key={recipient.id}
+                              type={getRecipientType(recipient)}
+                              fallbackText={recipientAbbreviation(recipient)}
+                            />
+                            {recipient.email}
+                          </FormLabel>
+
+                          <FormControl>
+                            <Checkbox
+                              className="h-5 w-5 rounded-full"
+                              value={recipient.id}
+                              checked={value.includes(recipient.id)}
+                              onCheckedChange={(checked: boolean) =>
+                                checked
+                                  ? onChange([...value, recipient.id])
+                                  : onChange(value.filter((v) => v !== recipient.id))
+                              }
+                            />
+                          </FormControl>
+                        </FormItem>
+                      ))}
+                  </>
+                )}
+              />
+
+              <DialogFooter className="mt-4">
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary" disabled={isSubmitting}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+                </DialogClose>
+
+                <Button loading={isSubmitting} type="submit">
+                  <Trans>Send reminder</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-delete-dialog.tsx

@@ -63,7 +63,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
   const onFormSubmit = async () => {
     try {
       await deleteFolder({
-        id: folder.id,
+        folderId: folder.id,
       });
 
       onOpenChange(false);

apps/remix/app/components/dialogs/folder-move-dialog.tsx

@@ -53,7 +53,7 @@ export const FolderMoveDialog = ({
   const { toast } = useToast();
   const [searchTerm, setSearchTerm] = useState('');
 
-  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+  const { mutateAsync: moveFolder } = trpc.folder.updateFolder.useMutation();
 
   const form = useForm<TMoveFolderFormSchema>({
     resolver: zodResolver(ZMoveFolderFormSchema),
@@ -63,12 +63,16 @@ export const FolderMoveDialog = ({
   });
 
   const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
-    if (!folder) return;
+    if (!folder) {
+      return;
+    }
 
     try {
       await moveFolder({
-        id: folder.id,
-        parentId: targetFolderId || null,
+        folderId: folder.id,
+        data: {
+          parentId: targetFolderId || null,
+        },
       });
 
       onOpenChange(false);

apps/remix/app/components/dialogs/folder-update-dialog.tsx

@@ -61,8 +61,6 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
 
-  const isTeamContext = !!team;
-
   const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
     resolver: zodResolver(ZUpdateFolderFormSchema),
     defaultValues: {
@@ -87,11 +85,11 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
 
     try {
       await updateFolder({
-        id: folder.id,
-        name: data.name,
-        visibility: isTeamContext
-          ? (data.visibility ?? DocumentVisibility.EVERYONE)
-          : DocumentVisibility.EVERYONE,
+        folderId: folder.id,
+        data: {
+          name: data.name,
+          visibility: data.visibility,
+        },
       });
 
       toast({
@@ -140,38 +138,36 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
               )}
             />
 
-            {isTeamContext && (
-              <FormField
-                control={form.control}
-                name="visibility"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Visibility</Trans>
-                    </FormLabel>
-                    <Select onValueChange={field.onChange} defaultValue={field.value}>
-                      <FormControl>
-                        <SelectTrigger>
-                          <SelectValue placeholder={t`Select visibility`} />
-                        </SelectTrigger>
-                      </FormControl>
-                      <SelectContent>
-                        <SelectItem value={DocumentVisibility.EVERYONE}>
-                          <Trans>Everyone</Trans>
-                        </SelectItem>
-                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
-                          <Trans>Managers and above</Trans>
-                        </SelectItem>
-                        <SelectItem value={DocumentVisibility.ADMIN}>
-                          <Trans>Admins only</Trans>
-                        </SelectItem>
-                      </SelectContent>
-                    </Select>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-            )}
+            <FormField
+              control={form.control}
+              name="visibility"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Visibility</Trans>
+                  </FormLabel>
+                  <Select onValueChange={field.onChange} defaultValue={field.value}>
+                    <FormControl>
+                      <SelectTrigger>
+                        <SelectValue placeholder={t`Select visibility`} />
+                      </SelectTrigger>
+                    </FormControl>
+                    <SelectContent>
+                      <SelectItem value={DocumentVisibility.EVERYONE}>
+                        <Trans>Everyone</Trans>
+                      </SelectItem>
+                      <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                        <Trans>Managers and above</Trans>
+                      </SelectItem>
+                      <SelectItem value={DocumentVisibility.ADMIN}>
+                        <Trans>Admins only</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
 
             <DialogFooter>
               <DialogClose asChild>

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

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

apps/remix/app/components/dialogs/public-profile-template-manage-dialog.tsx

@@ -4,14 +4,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Plural, Trans } from '@lingui/react/macro';
-import type { Template, TemplateDirectLink } from '@prisma/client';
-import { TemplateType } from '@prisma/client';
+import { type TemplateDirectLink, TemplateType } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { CheckCircle2Icon, CircleIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { P, match } from 'ts-pattern';
 import { z } from 'zod';
 
+import { type Template } from '@documenso/prisma/types/template-legacy-schema';
 import { trpc } from '@documenso/trpc/react';
 import {
   MAX_TEMPLATE_PUBLIC_DESCRIPTION_LENGTH,
@@ -52,7 +52,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useCurrentTeam } from '~/providers/team';
 
 export type ManagePublicTemplateDialogProps = {
-  directTemplates: (Template & {
+  directTemplates: (Omit<Template, 'templateDocumentDataId'> & {
     directLink: Pick<TemplateDirectLink, 'token' | 'enabled'>;
   })[];
   initialTemplateId?: number | null;

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

@@ -0,0 +1,186 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Plural, Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm, useWatch } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import { z } from 'zod';
+
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
+import { type TCheckboxFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+
+export type SignFieldCheckboxDialogProps = {
+  fieldMeta: TCheckboxFieldMeta;
+  validationRule: '>=' | '=' | '<=';
+  validationLength: number;
+  preselectedIndices: number[];
+};
+
+export const SignFieldCheckboxDialog = createCallable<
+  SignFieldCheckboxDialogProps,
+  number[] | null
+>(({ call, fieldMeta, validationRule, validationLength, preselectedIndices }) => {
+  const ZSignFieldCheckboxFormSchema = z
+    .object({
+      values: z.array(
+        z.object({
+          checked: z.boolean(),
+          value: z.string(),
+        }),
+      ),
+    })
+    .superRefine((data, ctx) => {
+      // Allow unselecting all options if the field is not required even if
+      // validation is not met.
+      if (!fieldMeta.required && data.values.every((value) => !value.checked)) {
+        return;
+      }
+
+      const numberOfSelectedValues = data.values.filter((value) => value.checked).length;
+
+      const isValid = validateCheckboxLength(
+        numberOfSelectedValues,
+        validationRule,
+        validationLength,
+      );
+
+      if (!isValid) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: msg`Validation failed`.id,
+        });
+      }
+    });
+
+  const form = useForm<z.infer<typeof ZSignFieldCheckboxFormSchema>>({
+    resolver: zodResolver(ZSignFieldCheckboxFormSchema),
+    defaultValues: {
+      values: (fieldMeta.values || []).map((value, index) => ({
+        checked: preselectedIndices.includes(index) || false,
+        value: value.value,
+      })),
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  return (
+    <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Sign Checkbox Field</Trans>
+          </DialogTitle>
+
+          <DialogDescription
+            className={cn('mt-4', {
+              'text-destructive': Object.keys(form.formState.errors).length > 0,
+            })}
+          >
+            {match(validationRule)
+              .with('>=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select at least # option"
+                  other="Select at least # options"
+                />
+              ))
+              .with('=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select exactly # option"
+                  other="Select exactly # options"
+                />
+              ))
+              .with('<=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select at most # option"
+                  other="Select at most # options"
+                />
+              ))
+              .exhaustive()}
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form
+            onSubmit={form.handleSubmit((data) =>
+              call.end(
+                data.values
+                  .map((value, i) => (value.checked ? i : null))
+                  .filter((value) => value !== null),
+              ),
+            )}
+          >
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <ul className="space-y-3">
+                {(formValues.values || []).map((value, index) => (
+                  <li key={`checkbox-${index}`}>
+                    <FormField
+                      control={form.control}
+                      name={`values.${index}`}
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormControl>
+                            <div className="flex items-center">
+                              <Checkbox
+                                id={`checkbox-value-${index}`}
+                                className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                                checked={field.value.checked}
+                                onCheckedChange={(checked) => {
+                                  field.onChange({
+                                    ...field.value,
+                                    checked,
+                                  });
+                                }}
+                              />
+
+                              <label
+                                className="text-muted-foreground ml-2 w-full text-sm"
+                                htmlFor={`checkbox-value-${index}`}
+                              >
+                                {value.value}
+                              </label>
+                            </div>
+                          </FormControl>
+                        </FormItem>
+                      )}
+                    />
+                  </li>
+                ))}
+              </ul>
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit">
+                  <Trans>Sign</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+});

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

@@ -0,0 +1,45 @@
+import { useLingui } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+
+import type { TDropdownFieldMeta } from '@documenso/lib/types/field-meta';
+import {
+  CommandDialog,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@documenso/ui/primitives/command';
+
+export type SignFieldDropdownDialogProps = {
+  fieldMeta: TDropdownFieldMeta;
+};
+
+export const SignFieldDropdownDialog = createCallable<SignFieldDropdownDialogProps, string | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const values = fieldMeta.values?.map((value) => value.value) ?? [];
+
+    return (
+      <CommandDialog
+        position="start"
+        dialogContentClassName="mt-4"
+        open={true}
+        onOpenChange={(value) => (!value ? call.end(null) : null)}
+      >
+        <CommandInput placeholder={t`Select an option`} />
+        <CommandList>
+          <CommandEmpty>No results found.</CommandEmpty>
+          <CommandGroup heading={t`Options`}>
+            {values.map((value, i) => (
+              <CommandItem onSelect={() => call.end(value)} key={i} value={value}>
+                {value}
+              </CommandItem>
+            ))}
+          </CommandGroup>
+        </CommandList>
+      </CommandDialog>
+    );
+  },
+);

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

@@ -0,0 +1,93 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldEmailFormSchema = z.object({
+  email: z.string().min(1, { message: msg`Email is required`.id }),
+});
+
+type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
+
+export type SignFieldEmailDialogProps = {
+  placeholderEmail: string | null;
+};
+
+export const SignFieldEmailDialog = createCallable<SignFieldEmailDialogProps, string | null>(
+  ({ call, placeholderEmail }) => {
+    const form = useForm<TSignFieldEmailFormSchema>({
+      resolver: zodResolver(ZSignFieldEmailFormSchema),
+      defaultValues: {
+        email: placeholderEmail || '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Email</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your email into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.email))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="email"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,97 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldInitialsFormSchema = z.object({
+  initials: z.string().min(1, { message: msg`Initials are required`.id }),
+});
+
+type TSignFieldInitialsFormSchema = z.infer<typeof ZSignFieldInitialsFormSchema>;
+
+export type SignFieldInitialsDialogProps = {
+  //
+};
+
+export const SignFieldInitialsDialog = createCallable<SignFieldInitialsDialogProps, string | null>(
+  ({ call }) => {
+    const form = useForm<TSignFieldInitialsFormSchema>({
+      resolver: zodResolver(ZSignFieldInitialsFormSchema),
+      defaultValues: {
+        initials: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Initials</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your initials into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.initials))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="initials"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel required>
+                        <Trans>Initials</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,93 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldNameFormSchema = z.object({
+  name: z.string().min(1, { message: msg`Name is required`.id }),
+});
+
+type TSignFieldNameFormSchema = z.infer<typeof ZSignFieldNameFormSchema>;
+
+export type SignFieldNameDialogProps = {
+  //
+};
+
+export const SignFieldNameDialog = createCallable<SignFieldNameDialogProps, string | null>(
+  ({ call }) => {
+    const form = useForm<TSignFieldNameFormSchema>({
+      resolver: zodResolver(ZSignFieldNameFormSchema),
+      defaultValues: {
+        name: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Name</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your full name into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.name))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="name"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,142 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TNumberFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
+  let schema = z.coerce.number({
+    invalid_type_error: msg`Please enter a valid number`.id,
+  });
+
+  const { numberFormat, minValue, maxValue } = fieldMeta;
+
+  if (typeof minValue === 'number') {
+    schema = schema.min(minValue);
+  }
+
+  if (typeof maxValue === 'number') {
+    schema = schema.max(maxValue);
+  }
+
+  if (numberFormat) {
+    const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
+
+    if (!foundRegex) {
+      return schema;
+    }
+
+    return schema.refine(
+      (value) => {
+        return foundRegex.test(value.toString());
+      },
+      {
+        message: msg`Number needs to be formatted as ${numberFormat}`.id,
+      },
+    );
+  }
+
+  return schema;
+};
+
+export type SignFieldNumberDialogProps = {
+  fieldMeta: TNumberFieldMeta;
+};
+
+export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, number | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const ZSignFieldNumberFormSchema = z.object({
+      number: createNumberFieldSchema(fieldMeta),
+    });
+
+    const form = useForm<z.infer<typeof ZSignFieldNumberFormSchema>>({
+      resolver: zodResolver(ZSignFieldNumberFormSchema),
+      defaultValues: {
+        number: undefined,
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Number Field</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Insert a value into the number field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.number))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="number"
+                  render={({ field, fieldState }) => (
+                    <FormItem>
+                      {fieldMeta.label && <FormLabel>{fieldMeta.label}</FormLabel>}
+
+                      <FormControl>
+                        <Input
+                          placeholder={fieldMeta.placeholder ?? t`Enter your number here`}
+                          className={cn('w-full rounded-md', {
+                            'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                              fieldState.error,
+                          })}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,76 @@
+import { useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+
+import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
+
+export type SignFieldSignatureDialogProps = {
+  initialSignature?: string;
+  typedSignatureEnabled?: boolean;
+  uploadSignatureEnabled?: boolean;
+  drawSignatureEnabled?: boolean;
+};
+
+export const SignFieldSignatureDialog = createCallable<
+  SignFieldSignatureDialogProps,
+  string | null
+>(
+  ({
+    call,
+    typedSignatureEnabled,
+    uploadSignatureEnabled,
+    drawSignatureEnabled,
+    initialSignature,
+  }) => {
+    const [localSignature, setLocalSignature] = useState(initialSignature);
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <div>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Sign Signature Field</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <SignaturePad
+              value={localSignature ?? ''}
+              onChange={({ value }) => setLocalSignature(value)}
+              typedSignatureEnabled={typedSignatureEnabled}
+              uploadSignatureEnabled={uploadSignatureEnabled}
+              drawSignatureEnabled={drawSignatureEnabled}
+            />
+          </div>
+
+          <DocumentSigningDisclosure />
+
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+              <Trans>Cancel</Trans>
+            </Button>
+
+            <Button
+              type="button"
+              disabled={!localSignature}
+              onClick={() => call.end(localSignature || null)}
+            >
+              <Trans>Sign</Trans>
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,120 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Plural, useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TTextFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+const ZSignFieldTextFormSchema = z.object({
+  text: z.string().min(1, { message: msg`Text is required`.id }),
+});
+
+type TSignFieldTextFormSchema = z.infer<typeof ZSignFieldTextFormSchema>;
+
+export type SignFieldTextDialogProps = {
+  fieldMeta?: TTextFieldMeta;
+};
+
+export const SignFieldTextDialog = createCallable<SignFieldTextDialogProps, string | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const form = useForm<TSignFieldTextFormSchema>({
+      resolver: zodResolver(ZSignFieldTextFormSchema),
+      defaultValues: {
+        text: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Text Field</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Insert a value into the text field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.text))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="text"
+                  render={({ field, fieldState }) => (
+                    <FormItem>
+                      {fieldMeta?.label && <FormLabel>{fieldMeta?.label}</FormLabel>}
+
+                      <FormControl>
+                        <Textarea
+                          id="custom-text"
+                          placeholder={fieldMeta?.placeholder ?? t`Enter your text here`}
+                          className={cn('w-full rounded-md', {
+                            'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                              fieldState.error,
+                          })}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                      {fieldMeta?.characterLimit !== undefined &&
+                        fieldMeta?.characterLimit > 0 &&
+                        !fieldState.error && (
+                          <div className="text-muted-foreground text-sm">
+                            <Plural
+                              value={fieldMeta?.characterLimit - (field.value?.length ?? 0)}
+                              one="# character remaining"
+                              other="# characters remaining"
+                            />
+                          </div>
+                        )}
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -7,9 +7,9 @@ import { FilePlus, Loader } from 'lucide-react';
 import { useNavigate } from 'react-router';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -44,7 +44,9 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
   const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
   const [isUploadingFile, setIsUploadingFile] = useState(false);
 
-  const onFileDrop = async (file: File) => {
+  const onFileDrop = async (files: File[]) => {
+    const file = files[0];
+
     if (isUploadingFile) {
       return;
     }
@@ -52,13 +54,17 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
     setIsUploadingFile(true);
 
     try {
-      const response = await putPdfFile(file);
-
-      const { id } = await createTemplate({
+      const payload = {
         title: file.name,
-        templateDocumentDataId: response.id,
         folderId: folderId,
-      });
+      } satisfies TCreateTemplatePayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createTemplate(formData);
 
       toast({
         title: _(msg`Template document uploaded`),

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

@@ -1,46 +0,0 @@
-import { useState } from 'react';
-
-import { Trans } from '@lingui/react/macro';
-import type { Recipient, Template, TemplateDirectLink } from '@prisma/client';
-import { LinkIcon } from 'lucide-react';
-
-import { Button } from '@documenso/ui/primitives/button';
-
-import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
-
-export type TemplateDirectLinkDialogWrapperProps = {
-  template: Template & { directLink?: TemplateDirectLink | null; recipients: Recipient[] };
-};
-
-export const TemplateDirectLinkDialogWrapper = ({
-  template,
-}: TemplateDirectLinkDialogWrapperProps) => {
-  const [isTemplateDirectLinkOpen, setTemplateDirectLinkOpen] = useState(false);
-
-  return (
-    <div>
-      <Button
-        variant="outline"
-        className="px-3"
-        onClick={(e) => {
-          e.preventDefault();
-          setTemplateDirectLinkOpen(true);
-        }}
-      >
-        <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
-
-        {template.directLink ? (
-          <Trans>Manage Direct Link</Trans>
-        ) : (
-          <Trans>Create Direct Link</Trans>
-        )}
-      </Button>
-
-      <TemplateDirectLinkDialog
-        template={template}
-        open={isTemplateDirectLinkOpen}
-        onOpenChange={setTemplateDirectLinkOpen}
-      />
-    </div>
-  );
-};

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

@@ -3,13 +3,15 @@ import { useEffect, useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { type Recipient, RecipientRole, type TemplateDirectLink } from '@prisma/client';
 import {
-  type Recipient,
-  RecipientRole,
-  type Template,
-  type TemplateDirectLink,
-} from '@prisma/client';
-import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
+  CircleDotIcon,
+  CircleIcon,
+  ClipboardCopyIcon,
+  InfoIcon,
+  LinkIcon,
+  LoaderIcon,
+} from 'lucide-react';
 import { Link, useRevalidator } from 'react-router';
 import { P, match } from 'ts-pattern';
 
@@ -31,6 +33,7 @@ import {
   DialogFooter,
   DialogHeader,
   DialogTitle,
+  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
@@ -47,20 +50,19 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 type TemplateDirectLinkDialogProps = {
-  template: Template & {
-    directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
-    recipients: Recipient[];
-  };
-  open: boolean;
-  onOpenChange: (_open: boolean) => void;
+  templateId: number;
+  directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
+  recipients: Recipient[];
+  trigger?: React.ReactNode;
 };
 
 type TemplateDirectLinkStep = 'ONBOARD' | 'SELECT_RECIPIENT' | 'MANAGE' | 'CONFIRM_DELETE';
 
 export const TemplateDirectLinkDialog = ({
-  template,
-  open,
-  onOpenChange,
+  templateId,
+  directLink,
+  recipients,
+  trigger,
 }: TemplateDirectLinkDialogProps) => {
   const { toast } = useToast();
   const { quota, remaining } = useLimits();
@@ -69,8 +71,9 @@ export const TemplateDirectLinkDialog = ({
 
   const [, copy] = useCopyToClipboard();
 
-  const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
-  const [token, setToken] = useState(template.directLink?.token ?? null);
+  const [open, setOpen] = useState(false);
+  const [isEnabled, setIsEnabled] = useState(directLink?.enabled ?? false);
+  const [token, setToken] = useState(directLink?.token ?? null);
   const [selectedRecipientId, setSelectedRecipientId] = useState<number | null>(null);
   const [currentStep, setCurrentStep] = useState<TemplateDirectLinkStep>(
     token ? 'MANAGE' : 'ONBOARD',
@@ -80,11 +83,11 @@ export const TemplateDirectLinkDialog = ({
 
   const validDirectTemplateRecipients = useMemo(
     () =>
-      template.recipients.filter(
+      recipients.filter(
         (recipient) =>
           recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
       ),
-    [template.recipients],
+    [recipients],
   );
 
   const {
@@ -140,7 +143,7 @@ export const TemplateDirectLinkDialog = ({
       onSuccess: async () => {
         await revalidate();
 
-        onOpenChange(false);
+        setOpen(false);
         setToken(null);
 
         toast({
@@ -178,7 +181,7 @@ export const TemplateDirectLinkDialog = ({
     setSelectedRecipientId(recipientId);
 
     await createTemplateDirectLink({
-      templateId: template.id,
+      templateId,
       directRecipientId: recipientId,
     });
   };
@@ -195,300 +198,311 @@ export const TemplateDirectLinkDialog = ({
   }, [open]);
 
   return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
-      <fieldset disabled={isLoading} className="relative">
-        <AnimateGenericFadeInOut motionKey={currentStep}>
-          {match({ token, currentStep })
-            .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
-              <DialogContent>
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Create Direct Signing Link</Trans>
-                  </DialogTitle>
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger || (
+          <Button variant="outline" className="px-3">
+            <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
 
-                  <DialogDescription>
-                    <Trans>Here's how it works:</Trans>
-                  </DialogDescription>
-                </DialogHeader>
+            {directLink ? <Trans>Manage Direct Link</Trans> : <Trans>Create Direct Link</Trans>}
+          </Button>
+        )}
+      </DialogTrigger>
+      <DialogContent hideClose>
+        <fieldset disabled={isLoading} className="relative">
+          <AnimateGenericFadeInOut motionKey={currentStep}>
+            {match({ token, currentStep })
+              .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
+                <DialogContent>
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Create Direct Signing Link</Trans>
+                    </DialogTitle>
 
-                <ul className="mt-4 space-y-4 pl-12">
-                  {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
-                    <li className="relative" key={index}>
-                      <div className="absolute -left-12">
-                        <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
-                          {index + 1}
+                    <DialogDescription>
+                      <Trans>Here's how it works:</Trans>
+                    </DialogDescription>
+                  </DialogHeader>
+
+                  <ul className="mt-4 space-y-4 pl-12">
+                    {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
+                      <li className="relative" key={index}>
+                        <div className="absolute -left-12">
+                          <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
+                            {index + 1}
+                          </div>
                         </div>
-                      </div>
 
-                      <h3 className="font-semibold">{_(step.title)}</h3>
-                      <p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
-                    </li>
-                  ))}
-                </ul>
+                        <h3 className="font-semibold">{_(step.title)}</h3>
+                        <p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
+                      </li>
+                    ))}
+                  </ul>
 
-                {remaining.directTemplates === 0 && (
-                  <Alert variant="warning">
-                    <AlertTitle>
-                      <Trans>
-                        Direct template link usage exceeded ({quota.directTemplates}/
-                        {quota.directTemplates})
-                      </Trans>
-                    </AlertTitle>
-                    <AlertDescription>
-                      <Trans>
-                        You have reached the maximum limit of {quota.directTemplates} direct
-                        templates.{' '}
-                        <Link
-                          className="mt-1 block underline underline-offset-4"
-                          to={`/o/${organisation.url}/settings/billing`}
-                        >
-                          Upgrade your account to continue!
-                        </Link>
-                      </Trans>
-                    </AlertDescription>
-                  </Alert>
-                )}
+                  {remaining.directTemplates === 0 && (
+                    <Alert variant="warning">
+                      <AlertTitle>
+                        <Trans>
+                          Direct template link usage exceeded ({quota.directTemplates}/
+                          {quota.directTemplates})
+                        </Trans>
+                      </AlertTitle>
+                      <AlertDescription>
+                        <Trans>
+                          You have reached the maximum limit of {quota.directTemplates} direct
+                          templates.{' '}
+                          <Link
+                            className="mt-1 block underline underline-offset-4"
+                            to={`/o/${organisation.url}/settings/billing`}
+                          >
+                            Upgrade your account to continue!
+                          </Link>
+                        </Trans>
+                      </AlertDescription>
+                    </Alert>
+                  )}
 
-                {remaining.directTemplates !== 0 && (
-                  <DialogFooter className="mx-auto mt-4">
-                    <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
-                      <Trans> Enable direct link signing</Trans>
-                    </Button>
-                  </DialogFooter>
-                )}
-              </DialogContent>
-            ))
-            .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
-              <DialogContent className="relative">
-                {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
-                  <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
-                    <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
-                  </div>
-                )}
-
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Choose Direct Link Recipient</Trans>
-                  </DialogTitle>
-
-                  <DialogDescription>
-                    <Trans>Choose an existing recipient from below to continue</Trans>
-                  </DialogDescription>
-                </DialogHeader>
-
-                <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
-                  <Table>
-                    <TableHeader>
-                      <TableRow>
-                        <TableHead>
-                          <Trans>Recipient</Trans>
-                        </TableHead>
-                        <TableHead>
-                          <Trans>Role</Trans>
-                        </TableHead>
-                        <TableHead></TableHead>
-                      </TableRow>
-                    </TableHeader>
-                    <TableBody>
-                      {validDirectTemplateRecipients.length === 0 && (
-                        <TableRow>
-                          <TableCell colSpan={3} className="h-16 text-center">
-                            <p className="text-muted-foreground">
-                              <Trans>No valid recipients found</Trans>
-                            </p>
-                          </TableCell>
-                        </TableRow>
-                      )}
-
-                      {validDirectTemplateRecipients.map((row) => (
-                        <TableRow
-                          className="cursor-pointer"
-                          key={row.id}
-                          onClick={async () => onRecipientTableRowClick(row.id)}
-                        >
-                          <TableCell>
-                            <div className="text-muted-foreground text-sm">
-                              <p>{row.name}</p>
-                              <p className="text-muted-foreground/70 text-xs">{row.email}</p>
-                            </div>
-                          </TableCell>
-
-                          <TableCell className="text-muted-foreground text-sm">
-                            {_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
-                          </TableCell>
-
-                          <TableCell>
-                            {selectedRecipientId === row.id ? (
-                              <CircleDotIcon className="h-5 w-5 text-neutral-300" />
-                            ) : (
-                              <CircleIcon className="h-5 w-5 text-neutral-300" />
-                            )}
-                          </TableCell>
-                        </TableRow>
-                      ))}
-                    </TableBody>
-                  </Table>
-                </div>
-
-                {/* Prevent creating placeholder direct template recipient if the email already exists. */}
-                {!template.recipients.some(
-                  (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
-                ) && (
-                  <DialogFooter className="mx-auto">
-                    <div className="flex flex-col items-center justify-center">
-                      {validDirectTemplateRecipients.length !== 0 && (
-                        <p className="text-muted-foreground text-sm">
-                          <Trans>Or</Trans>
-                        </p>
-                      )}
-
-                      <Button
-                        type="button"
-                        className="mt-2"
-                        loading={isCreatingTemplateDirectLink && !selectedRecipientId}
-                        onClick={async () =>
-                          createTemplateDirectLink({
-                            templateId: template.id,
-                          })
-                        }
-                      >
-                        <Trans>Create one automatically</Trans>
+                  {remaining.directTemplates !== 0 && (
+                    <DialogFooter className="mx-auto mt-4">
+                      <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
+                        <Trans> Enable direct link signing</Trans>
                       </Button>
+                    </DialogFooter>
+                  )}
+                </DialogContent>
+              ))
+              .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
+                <DialogContent className="relative">
+                  {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
+                    <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
+                      <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
                     </div>
-                  </DialogFooter>
-                )}
-              </DialogContent>
-            ))
-            .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
-              <DialogContent className="relative">
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Direct Link Signing</Trans>
-                  </DialogTitle>
+                  )}
 
-                  <DialogDescription>
-                    <Trans>Manage the direct link signing for this template</Trans>
-                  </DialogDescription>
-                </DialogHeader>
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Choose Direct Link Recipient</Trans>
+                    </DialogTitle>
 
-                <div>
-                  <div className="flex flex-row items-center justify-between">
-                    <Label className="flex flex-row">
-                      <Trans>Enable Direct Link Signing</Trans>
-                      <Tooltip>
-                        <TooltipTrigger tabIndex={-1} className="ml-2">
-                          <InfoIcon className="h-4 w-4" />
-                        </TooltipTrigger>
-                        <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                          <Trans>
-                            Disabling direct link signing will prevent anyone from accessing the
-                            link.
-                          </Trans>
-                        </TooltipContent>
-                      </Tooltip>
-                    </Label>
+                    <DialogDescription>
+                      <Trans>Choose an existing recipient from below to continue</Trans>
+                    </DialogDescription>
+                  </DialogHeader>
 
-                    <Switch
-                      className="mt-2"
-                      checked={isEnabled}
-                      onCheckedChange={(value) => setIsEnabled(value)}
-                    />
+                  <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
+                    <Table>
+                      <TableHeader>
+                        <TableRow>
+                          <TableHead>
+                            <Trans>Recipient</Trans>
+                          </TableHead>
+                          <TableHead>
+                            <Trans>Role</Trans>
+                          </TableHead>
+                          <TableHead></TableHead>
+                        </TableRow>
+                      </TableHeader>
+                      <TableBody>
+                        {validDirectTemplateRecipients.length === 0 && (
+                          <TableRow>
+                            <TableCell colSpan={3} className="h-16 text-center">
+                              <p className="text-muted-foreground">
+                                <Trans>No valid recipients found</Trans>
+                              </p>
+                            </TableCell>
+                          </TableRow>
+                        )}
+
+                        {validDirectTemplateRecipients.map((row) => (
+                          <TableRow
+                            className="cursor-pointer"
+                            key={row.id}
+                            onClick={async () => onRecipientTableRowClick(row.id)}
+                          >
+                            <TableCell>
+                              <div className="text-muted-foreground text-sm">
+                                <p>{row.name}</p>
+                                <p className="text-muted-foreground/70 text-xs">{row.email}</p>
+                              </div>
+                            </TableCell>
+
+                            <TableCell className="text-muted-foreground text-sm">
+                              {_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
+                            </TableCell>
+
+                            <TableCell>
+                              {selectedRecipientId === row.id ? (
+                                <CircleDotIcon className="h-5 w-5 text-neutral-300" />
+                              ) : (
+                                <CircleIcon className="h-5 w-5 text-neutral-300" />
+                              )}
+                            </TableCell>
+                          </TableRow>
+                        ))}
+                      </TableBody>
+                    </Table>
                   </div>
 
-                  <div className="mt-2">
-                    <Label htmlFor="copy-direct-link">
-                      <Trans>Copy Shareable Link</Trans>
-                    </Label>
+                  {/* Prevent creating placeholder direct template recipient if the email already exists. */}
+                  {!recipients.some(
+                    (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+                  ) && (
+                    <DialogFooter className="mx-auto">
+                      <div className="flex flex-col items-center justify-center">
+                        {validDirectTemplateRecipients.length !== 0 && (
+                          <p className="text-muted-foreground text-sm">
+                            <Trans>Or</Trans>
+                          </p>
+                        )}
 
-                    <div className="relative mt-1">
-                      <Input
-                        id="copy-direct-link"
-                        disabled
-                        value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
-                        readOnly
-                        className="pr-12"
-                      />
-
-                      <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
                         <Button
-                          variant="none"
                           type="button"
-                          className="h-8 w-8"
-                          onClick={() => void onCopyClick(token)}
+                          className="mt-2"
+                          loading={isCreatingTemplateDirectLink && !selectedRecipientId}
+                          onClick={async () =>
+                            createTemplateDirectLink({
+                              templateId,
+                            })
+                          }
                         >
-                          <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                          <Trans>Create one automatically</Trans>
                         </Button>
                       </div>
+                    </DialogFooter>
+                  )}
+                </DialogContent>
+              ))
+              .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
+                <DialogContent className="relative">
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Direct Link Signing</Trans>
+                    </DialogTitle>
+
+                    <DialogDescription>
+                      <Trans>Manage the direct link signing for this template</Trans>
+                    </DialogDescription>
+                  </DialogHeader>
+
+                  <div>
+                    <div className="flex flex-row items-center justify-between">
+                      <Label className="flex flex-row">
+                        <Trans>Enable Direct Link Signing</Trans>
+                        <Tooltip>
+                          <TooltipTrigger tabIndex={-1} className="ml-2">
+                            <InfoIcon className="h-4 w-4" />
+                          </TooltipTrigger>
+                          <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                            <Trans>
+                              Disabling direct link signing will prevent anyone from accessing the
+                              link.
+                            </Trans>
+                          </TooltipContent>
+                        </Tooltip>
+                      </Label>
+
+                      <Switch
+                        className="mt-2"
+                        checked={isEnabled}
+                        onCheckedChange={(value) => setIsEnabled(value)}
+                      />
+                    </div>
+
+                    <div className="mt-2">
+                      <Label htmlFor="copy-direct-link">
+                        <Trans>Copy Shareable Link</Trans>
+                      </Label>
+
+                      <div className="relative mt-1">
+                        <Input
+                          id="copy-direct-link"
+                          disabled
+                          value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
+                          readOnly
+                          className="pr-12"
+                        />
+
+                        <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
+                          <Button
+                            variant="none"
+                            type="button"
+                            className="h-8 w-8"
+                            onClick={() => void onCopyClick(token)}
+                          >
+                            <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                          </Button>
+                        </div>
+                      </div>
                     </div>
                   </div>
-                </div>
 
-                <DialogFooter className="mt-4">
-                  <Button
-                    type="button"
-                    variant="destructive"
-                    className="mr-auto w-full sm:w-auto"
-                    loading={isDeletingTemplateDirectLink}
-                    onClick={() => setCurrentStep('CONFIRM_DELETE')}
-                  >
-                    <Trans>Remove</Trans>
-                  </Button>
+                  <DialogFooter className="mt-4">
+                    <Button
+                      type="button"
+                      variant="destructive"
+                      className="mr-auto w-full sm:w-auto"
+                      loading={isDeletingTemplateDirectLink}
+                      onClick={() => setCurrentStep('CONFIRM_DELETE')}
+                    >
+                      <Trans>Remove</Trans>
+                    </Button>
 
-                  <Button
-                    type="button"
-                    loading={isTogglingTemplateAccess}
-                    onClick={async () => {
-                      await toggleTemplateDirectLink({
-                        templateId: template.id,
-                        enabled: isEnabled,
-                      }).catch(() => null);
+                    <Button
+                      type="button"
+                      loading={isTogglingTemplateAccess}
+                      onClick={async () => {
+                        await toggleTemplateDirectLink({
+                          templateId,
+                          enabled: isEnabled,
+                        }).catch(() => null);
 
-                      onOpenChange(false);
-                    }}
-                  >
-                    <Trans>Save</Trans>
-                  </Button>
-                </DialogFooter>
-              </DialogContent>
-            ))
-            .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
-              <DialogContent className="relative">
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Are you sure?</Trans>
-                  </DialogTitle>
+                        setOpen(false);
+                      }}
+                    >
+                      <Trans>Save</Trans>
+                    </Button>
+                  </DialogFooter>
+                </DialogContent>
+              ))
+              .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
+                <DialogContent className="relative">
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Are you sure?</Trans>
+                    </DialogTitle>
 
-                  <DialogDescription>
-                    <Trans>
-                      Please note that proceeding will remove direct linking recipient and turn it
-                      into a placeholder.
-                    </Trans>
-                  </DialogDescription>
-                </DialogHeader>
+                    <DialogDescription>
+                      <Trans>
+                        Please note that proceeding will remove direct linking recipient and turn it
+                        into a placeholder.
+                      </Trans>
+                    </DialogDescription>
+                  </DialogHeader>
 
-                <DialogFooter>
-                  <Button
-                    type="button"
-                    variant="secondary"
-                    onClick={() => setCurrentStep('MANAGE')}
-                  >
-                    <Trans>Cancel</Trans>
-                  </Button>
+                  <DialogFooter>
+                    <Button
+                      type="button"
+                      variant="secondary"
+                      onClick={() => setCurrentStep('MANAGE')}
+                    >
+                      <Trans>Cancel</Trans>
+                    </Button>
 
-                  <Button
-                    type="button"
-                    variant="destructive"
-                    loading={isDeletingTemplateDirectLink}
-                    onClick={() => void deleteTemplateDirectLink({ templateId: template.id })}
-                  >
-                    <Trans>Confirm</Trans>
-                  </Button>
-                </DialogFooter>
-              </DialogContent>
-            ))
-            .otherwise(() => null)}
-        </AnimateGenericFadeInOut>
-      </fieldset>
+                    <Button
+                      type="button"
+                      variant="destructive"
+                      loading={isDeletingTemplateDirectLink}
+                      onClick={() => void deleteTemplateDirectLink({ templateId })}
+                    >
+                      <Trans>Confirm</Trans>
+                    </Button>
+                  </DialogFooter>
+                </DialogContent>
+              ))
+              .otherwise(() => null)}
+          </AnimateGenericFadeInOut>
+        </fieldset>
+      </DialogContent>
     </Dialog>
   );
 };

apps/remix/app/components/dialogs/template-move-to-folder-dialog.tsx

@@ -73,7 +73,7 @@ export function TemplateMoveToFolderDialog({
     },
   });
 
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
     {
       parentId: currentFolderId ?? null,
       type: FolderType.TEMPLATE,
@@ -83,7 +83,7 @@ export function TemplateMoveToFolderDialog({
     },
   );
 
-  const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
+  const { mutateAsync: updateTemplate } = trpc.template.updateTemplate.useMutation();
 
   useEffect(() => {
     if (!isOpen) {
@@ -96,9 +96,11 @@ export function TemplateMoveToFolderDialog({
 
   const onSubmit = async (data: TMoveTemplateFormSchema) => {
     try {
-      await moveTemplateToFolder({
+      await updateTemplate({
         templateId,
-        folderId: data.folderId ?? null,
+        data: {
+          folderId: data.folderId ?? null,
+        },
       });
 
       toast({

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

@@ -6,7 +6,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { Recipient } from '@prisma/client';
 import { DocumentDistributionMethod, DocumentSigningOrder } from '@prisma/client';
-import { InfoIcon, Plus, Upload, X } from 'lucide-react';
+import { FileTextIcon, InfoIcon, Plus, UploadCloudIcon, X } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import * as z from 'zod';
@@ -16,6 +16,10 @@ import {
   TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
   TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
 } from '@documenso/lib/constants/template';
+import {
+  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+  SKIP_QUERY_BATCH_META,
+} from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
@@ -41,6 +45,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { SpinnerBox } from '@documenso/ui/primitives/spinner';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -49,8 +54,13 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
   distributeDocument: z.boolean(),
   useCustomDocument: z.boolean().default(false),
   customDocumentData: z
-    .any()
-    .refine((data) => data instanceof File || data === undefined)
+    .array(
+      z.object({
+        title: z.string(),
+        data: z.instanceof(File).optional(),
+        envelopeItemId: z.string(),
+      }),
+    )
     .optional(),
   recipients: z.array(
     z.object({
@@ -65,6 +75,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
 export type TemplateUseDialogProps = {
+  envelopeId: string;
   templateId: number;
   templateSigningOrder?: DocumentSigningOrder | null;
   recipients: Recipient[];
@@ -77,6 +88,7 @@ export function TemplateUseDialog({
   recipients,
   documentDistributionMethod = DocumentDistributionMethod.EMAIL,
   documentRootPath,
+  envelopeId,
   templateId,
   templateSigningOrder,
   trigger,
@@ -93,7 +105,7 @@ export function TemplateUseDialog({
     defaultValues: {
       distributeDocument: false,
       useCustomDocument: false,
-      customDocumentData: undefined,
+      customDocumentData: [],
       recipients: recipients
         .sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
         .map((recipient) => {
@@ -115,23 +127,50 @@ export function TemplateUseDialog({
     },
   });
 
+  const { replace, fields: localCustomDocumentData } = useFieldArray({
+    control: form.control,
+    name: 'customDocumentData',
+  });
+
+  const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
+    {
+      envelopeId,
+    },
+    {
+      placeholderData: (previousData) => previousData,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    },
+  );
+
+  const envelopeItems = response?.data ?? [];
+
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
   const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
     try {
-      let customDocumentDataId: string | undefined = undefined;
+      const customFilesToUpload = (data.customDocumentData || []).filter(
+        (item): item is { data: File; envelopeItemId: string; title: string } =>
+          item.data !== undefined && item.envelopeItemId !== undefined && item.title !== undefined,
+      );
 
-      if (data.useCustomDocument && data.customDocumentData) {
-        const customDocumentData = await putPdfFile(data.customDocumentData);
-        customDocumentDataId = customDocumentData.id;
-      }
+      const customDocumentData = await Promise.all(
+        customFilesToUpload.map(async (item) => {
+          const customDocumentData = await putPdfFile(item.data);
 
-      const { id } = await createDocumentFromTemplate({
+          return {
+            documentDataId: customDocumentData.id,
+            envelopeItemId: item.envelopeItemId,
+          };
+        }),
+      );
+
+      const { envelopeId } = await createDocumentFromTemplate({
         templateId,
         recipients: data.recipients,
         distributeDocument: data.distributeDocument,
-        customDocumentDataId,
+        customDocumentData,
       });
 
       toast({
@@ -140,7 +179,7 @@ export function TemplateUseDialog({
         duration: 5000,
       });
 
-      let documentPath = `${documentRootPath}/${id}`;
+      let documentPath = `${documentRootPath}/${envelopeId}`;
 
       if (
         data.distributeDocument &&
@@ -180,6 +219,18 @@ export function TemplateUseDialog({
     }
   }, [open, form]);
 
+  useEffect(() => {
+    if (envelopeItems.length > 0 && localCustomDocumentData.length === 0) {
+      replace(
+        envelopeItems.map((item) => ({
+          title: item.title,
+          data: undefined,
+          envelopeItemId: item.id,
+        })),
+      );
+    }
+  }, [envelopeItems, form, open]);
+
   return (
     <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
@@ -405,116 +456,133 @@ export function TemplateUseDialog({
                 />
 
                 {form.watch('useCustomDocument') && (
-                  <div className="my-4">
-                    <FormField
-                      control={form.control}
-                      name="customDocumentData"
-                      render={({ field }) => (
-                        <FormItem>
-                          <FormControl>
-                            <div className="w-full space-y-4">
-                              <label
-                                className={cn(
-                                  'text-muted-foreground hover:border-muted-foreground/50 group relative flex min-h-[150px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed border-gray-300 px-6 py-10 transition-colors',
-                                  {
-                                    'border-destructive hover:border-destructive':
-                                      form.formState.errors.customDocumentData,
-                                  },
-                                )}
-                              >
-                                <div className="text-center">
-                                  {!field.value && (
-                                    <>
-                                      <Upload className="text-muted-foreground/50 mx-auto h-10 w-10" />
-                                      <div className="mt-4 flex text-sm leading-6">
-                                        <span className="text-muted-foreground relative">
-                                          <Trans>
-                                            <span className="text-primary font-semibold">
-                                              Click to upload
-                                            </span>{' '}
-                                            or drag and drop
-                                          </Trans>
-                                        </span>
-                                      </div>
-                                      <p className="text-muted-foreground/80 text-xs">
-                                        PDF files only
-                                      </p>
-                                    </>
-                                  )}
-
-                                  {field.value && (
-                                    <div className="text-muted-foreground space-y-1">
-                                      <p className="text-sm font-medium">{field.value.name}</p>
-                                      <p className="text-muted-foreground/60 text-xs">
-                                        {(field.value.size / (1024 * 1024)).toFixed(2)} MB
-                                      </p>
+                  <div className="my-4 space-y-2">
+                    {isLoadingEnvelopeItems ? (
+                      <SpinnerBox className="py-16" />
+                    ) : (
+                      localCustomDocumentData.map((item, i) => (
+                        <FormField
+                          key={item.id}
+                          control={form.control}
+                          name={`customDocumentData.${i}.data`}
+                          render={({ field }) => (
+                            <FormItem>
+                              <FormControl>
+                                <div
+                                  key={item.id}
+                                  className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
+                                >
+                                  <div className="flex-shrink-0">
+                                    <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
+                                      <FileTextIcon className="text-primary h-5 w-5" />
                                     </div>
-                                  )}
-                                </div>
-
-                                <input
-                                  type="file"
-                                  data-testid="template-use-dialog-file-input"
-                                  className="absolute h-full w-full opacity-0"
-                                  accept=".pdf,application/pdf"
-                                  onChange={(e) => {
-                                    const file = e.target.files?.[0];
-
-                                    if (!file) {
-                                      field.onChange(undefined);
-
-                                      return;
-                                    }
-
-                                    if (file.type !== 'application/pdf') {
-                                      form.setError('customDocumentData', {
-                                        type: 'manual',
-                                        message: _(msg`Please select a PDF file`),
-                                      });
-
-                                      return;
-                                    }
-
-                                    if (file.size > APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024) {
-                                      form.setError('customDocumentData', {
-                                        type: 'manual',
-                                        message: _(
-                                          msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
-                                        ),
-                                      });
-
-                                      return;
-                                    }
-
-                                    field.onChange(file);
-                                  }}
-                                />
-
-                                {field.value && (
-                                  <div className="absolute right-2 top-2">
-                                    <Button
-                                      type="button"
-                                      variant="destructive"
-                                      className="h-6 w-6 p-0"
-                                      onClick={(e) => {
-                                        e.preventDefault();
-                                        field.onChange(undefined);
-                                      }}
-                                    >
-                                      <X className="h-4 w-4" />
-                                      <div className="sr-only">
-                                        <Trans>Clear file</Trans>
-                                      </div>
-                                    </Button>
                                   </div>
-                                )}
-                              </label>
-                            </div>
-                          </FormControl>
-                          <FormMessage />
-                        </FormItem>
-                      )}
-                    />
+
+                                  <div className="min-w-0 flex-1">
+                                    <h4 className="text-foreground truncate text-sm font-medium">
+                                      {item.title}
+                                    </h4>
+                                    <p className="text-muted-foreground mt-0.5 text-xs">
+                                      {field.value ? (
+                                        <div>
+                                          <Trans>
+                                            Custom {(field.value.size / (1024 * 1024)).toFixed(2)}{' '}
+                                            MB file
+                                          </Trans>
+                                        </div>
+                                      ) : (
+                                        <Trans>Default file</Trans>
+                                      )}
+                                    </p>
+                                  </div>
+
+                                  <div className="flex flex-shrink-0 items-center gap-2">
+                                    {field.value ? (
+                                      <div className="">
+                                        <Button
+                                          type="button"
+                                          variant="destructive"
+                                          size="sm"
+                                          className="text-xs"
+                                          onClick={(e) => {
+                                            e.preventDefault();
+                                            field.onChange(undefined);
+                                          }}
+                                        >
+                                          <X className="mr-2 h-4 w-4" />
+                                          <Trans>Remove</Trans>
+                                        </Button>
+                                      </div>
+                                    ) : (
+                                      <Button
+                                        type="button"
+                                        variant="outline"
+                                        size="sm"
+                                        className="text-xs"
+                                        onClick={() => {
+                                          const fileInput = document.getElementById(
+                                            `template-use-dialog-file-input-${item.envelopeItemId}`,
+                                          );
+
+                                          if (fileInput instanceof HTMLInputElement) {
+                                            fileInput.click();
+                                          }
+                                        }}
+                                      >
+                                        <UploadCloudIcon className="mr-2 h-4 w-4" />
+                                        <Trans>Upload</Trans>
+                                      </Button>
+                                    )}
+
+                                    <input
+                                      type="file"
+                                      id={`template-use-dialog-file-input-${item.envelopeItemId}`}
+                                      className="hidden"
+                                      accept=".pdf,application/pdf"
+                                      onChange={(e) => {
+                                        const file = e.target.files?.[0];
+
+                                        if (!file) {
+                                          field.onChange(undefined);
+
+                                          return;
+                                        }
+
+                                        if (file.type !== 'application/pdf') {
+                                          form.setError('customDocumentData', {
+                                            type: 'manual',
+                                            message: _(msg`Please select a PDF file`),
+                                          });
+
+                                          return;
+                                        }
+
+                                        if (
+                                          file.size >
+                                          APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024
+                                        ) {
+                                          form.setError('customDocumentData', {
+                                            type: 'manual',
+                                            message: _(
+                                              msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
+                                            ),
+                                          });
+
+                                          return;
+                                        }
+
+                                        field.onChange(file);
+                                      }}
+                                    />
+                                  </div>
+                                </div>
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      ))
+                    )}
                   </div>
                 )}
               </div>

apps/remix/app/components/embed/authoring/configure-document-view.types.ts

@@ -1,11 +1,11 @@
 import { z } from 'zod';
 
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaLanguageSchema,
-} from '@documenso/trpc/server/document-router/schema';
+} from '@documenso/lib/types/document-meta';
+import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 
 // Define the schema for configuration
 export type TConfigureEmbedFormSchema = z.infer<typeof ZConfigureEmbedFormSchema>;

apps/remix/app/components/embed/authoring/configure-fields-view.tsx

@@ -4,6 +4,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { DocumentData, FieldType } from '@prisma/client';
 import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
+import { base64 } from '@scure/base';
 import { ChevronsUpDown } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
@@ -12,7 +13,6 @@ import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-c
 import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { type TFieldMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
-import { base64 } from '@documenso/lib/universal/base64';
 import { nanoid } from '@documenso/lib/universal/id';
 import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
 import { useRecipientColors } from '@documenso/ui/lib/recipient-colors';
@@ -83,21 +83,14 @@ export const ConfigureFieldsView = ({
 
   const normalizedDocumentData = useMemo(() => {
     if (documentData) {
-      return documentData;
+      return documentData.data;
     }
 
     if (!configData.documentData) {
       return null;
     }
 
-    const data = base64.encode(configData.documentData?.data);
-
-    return {
-      id: 'preview',
-      type: 'BYTES_64',
-      data,
-      initialData: data,
-    } satisfies DocumentData;
+    return base64.encode(configData.documentData.data);
   }, [configData.documentData]);
 
   const recipients = useMemo(() => {
@@ -118,6 +111,7 @@ export const ConfigureFieldsView = ({
       sendStatus: signer.disabled ? SendStatus.SENT : SendStatus.NOT_SENT,
       readStatus: signer.disabled ? ReadStatus.OPENED : ReadStatus.NOT_OPENED,
       signingStatus: signer.disabled ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+      envelopeId: '',
     }));
   }, [configData.signers]);
 
@@ -540,7 +534,15 @@ export const ConfigureFieldsView = ({
             <Form {...form}>
               {normalizedDocumentData && (
                 <div>
-                  <PDFViewer documentData={normalizedDocumentData} />
+                  <PDFViewer
+                    overrideData={normalizedDocumentData}
+                    envelopeItem={{
+                      id: '',
+                      envelopeId: '',
+                    }}
+                    token={undefined}
+                    version="signed"
+                  />
 
                   <ElementVisible
                     target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}

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

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

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

@@ -3,8 +3,8 @@ import { useEffect, useLayoutEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@prisma/client';
-import { type DocumentData, type Field, FieldType } from '@prisma/client';
+import type { DocumentMeta, EnvelopeItem, Recipient, Signature } from '@prisma/client';
+import { type Field, FieldType } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { DateTime } from 'luxon';
 import { useSearchParams } from 'react-router';
@@ -37,6 +37,7 @@ import { ZDirectTemplateEmbedDataSchema } from '~/types/embed-direct-template-sc
 import { injectCss } from '~/utils/css-vars';
 
 import type { DirectTemplateLocalField } from '../general/direct-template/direct-template-signing-form';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { EmbedClientLoading } from './embed-client-loading';
 import { EmbedDocumentCompleted } from './embed-document-completed';
@@ -44,20 +45,22 @@ import { EmbedDocumentFields } from './embed-document-fields';
 
 export type EmbedDirectTemplateClientPageProps = {
   token: string;
+  envelopeId: string;
   updatedAt: Date;
-  documentData: DocumentData;
+  envelopeItems: Pick<EnvelopeItem, 'id' | 'envelopeId'>[];
   recipient: Recipient;
   fields: Field[];
-  metadata?: DocumentMeta | TemplateMeta | null;
+  metadata?: DocumentMeta | null;
   hidePoweredBy?: boolean;
   allowWhiteLabelling?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
   token,
+  envelopeId,
   updatedAt,
-  documentData,
-  recipient: _recipient,
+  envelopeItems,
+  recipient,
   fields,
   metadata,
   hidePoweredBy = false,
@@ -321,14 +324,20 @@ export const EmbedDirectTemplateClientPage = ({
   }
 
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
+      <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+        <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={recipient.token} />
+      </div>
+
       <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
         {/* Viewer */}
         <div className="flex-1">
           <PDFViewer
-            documentData={documentData}
+            envelopeItem={envelopeItems[0]}
+            token={token}
+            version="signed"
             onDocumentLoad={() => setHasDocumentLoaded(true)}
           />
         </div>

apps/remix/app/components/embed/embed-document-fields.tsx

@@ -1,4 +1,4 @@
-import type { DocumentMeta, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta } from '@prisma/client';
 import { type Field, FieldType } from '@prisma/client';
 import { match } from 'ts-pattern';
 
@@ -33,7 +33,7 @@ import { DocumentSigningTextField } from '~/components/general/document-signing/
 export type EmbedDocumentFieldsProps = {
   fields: Field[];
   metadata?: Pick<
-    DocumentMeta | TemplateMeta,
+    DocumentMeta,
     | 'timezone'
     | 'dateFormat'
     | 'typedSignatureEnabled'

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

@@ -3,24 +3,20 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta, TemplateMeta } from '@prisma/client';
-import {
-  type DocumentData,
-  type Field,
-  FieldType,
-  RecipientRole,
-  SigningStatus,
-} from '@prisma/client';
+import type { DocumentMeta, EnvelopeItem } from '@prisma/client';
+import { type Field, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import type { DocumentField } from '@documenso/lib/server-only/field/get-fields-for-document';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
-import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
+import {
+  type DocumentField,
+  DocumentReadOnlyFields,
+} from '@documenso/ui/components/document/document-read-only-fields';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
@@ -35,6 +31,7 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { injectCss } from '~/utils/css-vars';
 
 import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-schema';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
 import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
@@ -43,24 +40,26 @@ import { EmbedDocumentCompleted } from './embed-document-completed';
 import { EmbedDocumentFields } from './embed-document-fields';
 import { EmbedDocumentRejected } from './embed-document-rejected';
 
-export type EmbedSignDocumentClientPageProps = {
+export type EmbedSignDocumentV1ClientPageProps = {
   token: string;
   documentId: number;
-  documentData: DocumentData;
+  envelopeId: string;
+  envelopeItems: Pick<EnvelopeItem, 'id' | 'envelopeId'>[];
   recipient: RecipientWithFields;
   fields: Field[];
   completedFields: DocumentField[];
-  metadata?: DocumentMeta | TemplateMeta | null;
+  metadata?: DocumentMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
   allowWhitelabelling?: boolean;
   allRecipients?: RecipientWithFields[];
 };
 
-export const EmbedSignDocumentClientPage = ({
+export const EmbedSignDocumentV1ClientPage = ({
   token,
   documentId,
-  documentData,
+  envelopeId,
+  envelopeItems,
   recipient,
   fields,
   completedFields,
@@ -69,7 +68,7 @@ export const EmbedSignDocumentClientPage = ({
   hidePoweredBy = false,
   allowWhitelabelling = false,
   allRecipients = [],
-}: EmbedSignDocumentClientPageProps) => {
+}: EmbedSignDocumentV1ClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -272,21 +271,25 @@ export const EmbedSignDocumentClientPage = ({
       <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
         {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-        {allowDocumentRejection && (
-          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+        <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+          <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={token} />
+
+          {allowDocumentRejection && (
             <DocumentSigningRejectDialog
-              document={{ id: documentId }}
+              documentId={documentId}
               token={token}
               onRejected={onDocumentRejected}
             />
-          </div>
-        )}
+          )}
+        </div>
 
         <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
           {/* Viewer */}
           <div className="embed--DocumentViewer flex-1">
             <PDFViewer
-              documentData={documentData}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
               onDocumentLoad={() => setHasDocumentLoaded(true)}
             />
           </div>

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

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

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

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

apps/remix/app/components/embed/multisign/multi-sign-document-signing-view.tsx

@@ -212,7 +212,7 @@ export const MultiSignDocumentSigningView = ({
               {allowDocumentRejection && (
                 <div className="embed--Actions mb-4 mt-8 flex w-full flex-row-reverse items-baseline justify-between">
                   <DocumentSigningRejectDialog
-                    document={document}
+                    documentId={document.id}
                     token={token}
                     onRejected={onRejected}
                   />
@@ -226,7 +226,9 @@ export const MultiSignDocumentSigningView = ({
                   })}
                 >
                   <PDFViewer
-                    documentData={document.documentData}
+                    envelopeItem={document.envelopeItems[0]}
+                    token={token}
+                    version="signed"
                     onDocumentLoad={() => {
                       setHasDocumentLoaded(true);
                       onDocumentReady?.();

apps/remix/app/components/forms/branding-preferences-form.tsx

@@ -1,14 +1,14 @@
 import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import type { TeamGlobalSettings } from '@prisma/client';
 import { Loader } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -29,6 +29,8 @@ import {
 } from '@documenso/ui/primitives/select';
 import { Textarea } from '@documenso/ui/primitives/textarea';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
 const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
 
@@ -68,6 +70,9 @@ export function BrandingPreferencesForm({
 }: BrandingPreferencesFormProps) {
   const { t } = useLingui();
 
+  const team = useOptionalCurrentTeam();
+  const organisation = useCurrentOrganisation();
+
   const [previewUrl, setPreviewUrl] = useState<string>('');
   const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
 
@@ -88,14 +93,13 @@ export function BrandingPreferencesForm({
       const file = JSON.parse(settings.brandingLogo);
 
       if ('type' in file && 'data' in file) {
-        void getFile(file).then((binaryData) => {
-          const objectUrl = URL.createObjectURL(new Blob([binaryData]));
+        const logoUrl =
+          context === 'Team'
+            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
 
-          setPreviewUrl(objectUrl);
-          setHasLoadedPreview(true);
-        });
-
-        return;
+        setPreviewUrl(logoUrl);
+        setHasLoadedPreview(true);
       }
     }
 

apps/remix/app/components/forms/document-preferences-form.tsx

@@ -17,12 +17,12 @@ import {
   isValidLanguageCode,
 } from '@documenso/lib/constants/i18n';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import {
   type TDocumentMetaDateFormat,
   ZDocumentMetaTimezoneSchema,
-} from '@documenso/trpc/server/document-router/schema';
+} from '@documenso/lib/types/document-meta';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';

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

@@ -0,0 +1,359 @@
+import { useEffect, useMemo } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { t } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
+import {
+  type TCheckboxFieldMeta as CheckboxFieldMeta,
+  DEFAULT_FIELD_FONT_SIZE,
+  ZCheckboxFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  checkboxValidationLength,
+  checkboxValidationRules,
+  checkboxValidationSigns,
+} from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZCheckboxFieldFormSchema = ZCheckboxFieldMeta.pick({
+  label: true,
+  direction: true,
+  validationRule: true,
+  validationLength: true,
+  required: true,
+  values: true,
+  readOnly: true,
+  fontSize: true,
+})
+  .extend({
+    validationLength: z.coerce.number().optional(),
+  })
+  .refine(
+    (data) => {
+      // You need to specify both validation rule and length together
+      if (data.validationRule && !data.validationLength) {
+        return false;
+      }
+      if (data.validationLength && !data.validationRule) {
+        return false;
+      }
+      return true;
+    },
+    {
+      message: 'You need to specify both the validation rule and the number of options',
+      path: ['validationRule'],
+    },
+  );
+
+type TCheckboxFieldFormSchema = z.infer<typeof ZCheckboxFieldFormSchema>;
+
+type EditorFieldCheckboxFormProps = {
+  value: CheckboxFieldMeta | undefined;
+  onValueChange: (value: CheckboxFieldMeta) => void;
+};
+
+export const EditorFieldCheckboxForm = ({
+  value = {
+    type: 'checkbox',
+    direction: 'vertical',
+  },
+  onValueChange,
+}: EditorFieldCheckboxFormProps) => {
+  const form = useForm<TCheckboxFieldFormSchema>({
+    resolver: zodResolver(ZCheckboxFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      direction: value.direction || 'vertical',
+      validationRule: value.validationRule || '',
+      validationLength: value.validationLength || 0,
+      values: value.values || [{ id: 1, checked: false, value: '' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  const addValue = (numberOfValues: number = 1) => {
+    const currentValues = form.getValues('values') || [];
+    const currentMaxId = Math.max(...currentValues.map((val) => val.id));
+
+    const newValues = Array.from({ length: numberOfValues }, (_, index) => ({
+      id: currentMaxId + index + 1,
+      checked: false,
+      value: '',
+    }));
+
+    form.setValue('values', [...currentValues, ...newValues]);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZCheckboxFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        ...value,
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  const isValidationRuleMetForPreselectedValues = useMemo(() => {
+    const preselectedValues = (formValues.values || [])?.filter((value) => value.checked);
+
+    if (formValues.validationLength && formValues.validationRule && preselectedValues.length > 0) {
+      const validationRule = checkboxValidationSigns.find(
+        (sign) => sign.label === formValues.validationRule,
+      );
+
+      if (!validationRule) {
+        return false;
+      }
+
+      return validateCheckboxLength(
+        preselectedValues.length,
+        validationRule.value,
+        formValues.validationLength,
+      );
+    }
+
+    return true;
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="direction"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Direction</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select value={field.value} onValueChange={field.onChange}>
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Select direction`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      <SelectItem value="vertical">
+                        <Trans>Vertical</Trans>
+                      </SelectItem>
+                      <SelectItem value="horizontal">
+                        <Trans>Horizontal</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="flex flex-row items-center justify-start gap-x-4">
+            <div className="flex w-2/3 flex-col">
+              <FormField
+                control={form.control}
+                name="validationRule"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Validation</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange}>
+                        <SelectTrigger className="text-muted-foreground bg-background w-full">
+                          <SelectValue placeholder={t`Select at least`} />
+                        </SelectTrigger>
+                        <SelectContent position="popper">
+                          {checkboxValidationRules.map((item, index) => (
+                            <SelectItem key={index} value={item}>
+                              {item}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+            <div className="mt-3 flex w-1/3 flex-col">
+              <FormField
+                control={form.control}
+                name="validationLength"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormControl>
+                      <Select
+                        value={field.value ? String(field.value) : ''}
+                        onValueChange={(value) => {
+                          const validationNumber = Number(value);
+
+                          const currentValues = formValues.values || [];
+
+                          const minimumNumberOfValuesRequired =
+                            validationNumber - currentValues.length;
+
+                          if (!formValues.validationRule) {
+                            form.setValue('validationRule', checkboxValidationRules[0]);
+                          }
+
+                          if (minimumNumberOfValuesRequired > 0) {
+                            addValue(minimumNumberOfValuesRequired);
+                          }
+
+                          field.onChange(validationNumber);
+                          void form.trigger();
+                        }}
+                      >
+                        <SelectTrigger className="text-muted-foreground bg-background mt-5 w-full">
+                          <SelectValue placeholder={t`Pick a number`} />
+                        </SelectTrigger>
+                        <SelectContent position="popper">
+                          {checkboxValidationLength.map((item, index) => (
+                            <SelectItem key={index} value={String(item)}>
+                              {item}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+          </div>
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Checkbox values</Trans>
+              </p>
+
+              <button type="button" onClick={() => addValue()}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`checkbox-value-${index}`} className="flex flex-row items-center gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.checked`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Checkbox
+                            className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                            checked={field.value}
+                            onCheckedChange={field.onChange}
+                          />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Input className="w-full" {...field} />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+
+            {!isValidationRuleMetForPreselectedValues && (
+              <Alert variant="warning">
+                <AlertDescription>
+                  <Trans>
+                    The preselected values will be ignored unless they meet the validation criteria.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+            )}
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TDateFieldMeta as DateFieldMeta,
+  ZDateFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZDateFieldFormSchema = ZDateFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TDateFieldFormSchema = z.infer<typeof ZDateFieldFormSchema>;
+
+type EditorFieldDateFormProps = {
+  value: DateFieldMeta | undefined;
+  onValueChange: (value: DateFieldMeta) => void;
+};
+
+export const EditorFieldDateForm = ({
+  value = {
+    type: 'date',
+  },
+  onValueChange,
+}: EditorFieldDateFormProps) => {
+  const form = useForm<TDateFieldFormSchema>({
+    resolver: zodResolver(ZDateFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZDateFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'date',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,254 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TDropdownFieldMeta as DropdownFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZDropdownFieldFormSchema = z.object({
+  defaultValue: z.string().optional(),
+  values: z
+    .object({
+      value: z.string().min(1, {
+        message: msg`Option value cannot be empty`.id,
+      }),
+    })
+    .array()
+    .min(1, {
+      message: msg`Dropdown must have at least one option`.id,
+    })
+    .superRefine((values, ctx) => {
+      const seen = new Map<string, number[]>(); // value → indices
+
+      values.forEach((item, index) => {
+        const key = item.value;
+        if (!seen.has(key)) {
+          seen.set(key, []);
+        }
+        seen.get(key)!.push(index);
+      });
+
+      for (const [key, indices] of seen) {
+        if (indices.length > 1 && key.trim() !== '') {
+          for (const i of indices) {
+            ctx.addIssue({
+              code: z.ZodIssueCode.custom,
+              message: msg`Duplicate values are not allowed`.id,
+              path: [i, 'value'],
+            });
+          }
+        }
+      }
+    }),
+  required: z.boolean().optional(),
+  readOnly: z.boolean().optional(),
+  fontSize: z.number().optional(),
+});
+
+type TDropdownFieldFormSchema = z.infer<typeof ZDropdownFieldFormSchema>;
+
+type EditorFieldDropdownFormProps = {
+  value: DropdownFieldMeta | undefined;
+  onValueChange: (value: DropdownFieldMeta) => void;
+};
+
+export const EditorFieldDropdownForm = ({
+  value = {
+    type: 'dropdown',
+  },
+  onValueChange,
+}: EditorFieldDropdownFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TDropdownFieldFormSchema>({
+    resolver: zodResolver(ZDropdownFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      defaultValue: value.defaultValue,
+      values: value.values || [{ value: 'Option 1' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  const addValue = () => {
+    const currentValues = form.getValues('values') || [];
+
+    let newValue = 'New option';
+
+    // Iterate to create a unique value
+    for (let i = 0; i < currentValues.length; i++) {
+      newValue = `New option ${i + 1}`;
+      if (currentValues.some((item) => item.value === `New option ${i + 1}`)) {
+        newValue = `New option ${i + 1}`;
+      } else {
+        break;
+      }
+    }
+
+    const newValues = [...currentValues, { value: newValue }];
+
+    form.setValue('values', newValues);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+
+    if (form.getValues('defaultValue') === newValues[index].value) {
+      form.setValue('defaultValue', undefined);
+    }
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZDropdownFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'dropdown',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          {/* Todo: Envelopes This is buggy. */}
+          <FormField
+            control={form.control}
+            name="defaultValue"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Select default option</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select
+                    {...field}
+                    value={field.value ?? '-1'}
+                    onValueChange={(value) => field.onChange(value === '-1' ? undefined : value)}
+                  >
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Default Value`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      {(formValues.values || [])
+                        .filter((item) => item.value)
+                        .map((item, index) => (
+                          <SelectItem key={index} value={item.value || ''}>
+                            {item.value}
+                          </SelectItem>
+                        ))}
+
+                      <SelectItem value={'-1'}>
+                        <Trans>Default Value</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Dropdown values</Trans>
+              </p>
+
+              <button type="button" onClick={addValue}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`dropdown-value-${index}`} className="flex flex-row gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem className="w-full">
+                        <FormControl>
+                          <Input {...field} />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TEmailFieldMeta as EmailFieldMeta,
+  ZEmailFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZEmailFieldFormSchema = ZEmailFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TEmailFieldFormSchema = z.infer<typeof ZEmailFieldFormSchema>;
+
+type EditorFieldEmailFormProps = {
+  value: EmailFieldMeta | undefined;
+  onValueChange: (value: EmailFieldMeta) => void;
+};
+
+export const EditorFieldEmailForm = ({
+  value = {
+    type: 'email',
+  },
+  onValueChange,
+}: EditorFieldEmailFormProps) => {
+  const form = useForm<TEmailFieldFormSchema>({
+    resolver: zodResolver(ZEmailFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZEmailFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'email',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,222 @@
+import { useEffect } from 'react';
+
+import { Trans, useLingui } from '@lingui/react/macro';
+import { type Control, useFormContext } from 'react-hook-form';
+
+import { cn } from '@documenso/ui/lib/utils';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+// Can't seem to get the non-any type to work with correct types.
+// Eg Control<{ fontSize?: number } doesn't seem to work when there are required items.
+// eslint-disable-next-line @typescript-eslint/no-explicit-any
+type FormControlType = Control<any>;
+
+export const EditorGenericFontSizeField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="fontSize"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Font Size</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={8}
+              max={96}
+              className="bg-background"
+              placeholder={t`Field font size`}
+              {...field}
+              onChange={(e) => {
+                field.onChange(Number(e.target.value));
+              }}
+            />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericTextAlignField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="textAlign"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Text Align</Trans>
+          </FormLabel>
+          <FormControl>
+            <Select {...field} onValueChange={field.onChange}>
+              <SelectTrigger>
+                <SelectValue placeholder={t`Select text align`} />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="left">
+                  <Trans>Left</Trans>
+                </SelectItem>
+                <SelectItem value="center">
+                  <Trans>Center</Trans>
+                </SelectItem>
+                <SelectItem value="right">
+                  <Trans>Right</Trans>
+                </SelectItem>
+              </SelectContent>
+            </Select>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericRequiredField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { watch, setValue } = useFormContext();
+
+  const readOnly = watch('readOnly');
+
+  useEffect(() => {
+    if (readOnly) {
+      setValue('required', false);
+    }
+  }, [readOnly]);
+
+  return (
+    <FormField
+      control={formControl}
+      name="required"
+      render={({ field }) => (
+        <FormItem className={cn('flex items-center space-x-2', className)}>
+          <FormControl>
+            <div className="flex items-center">
+              <Checkbox
+                id="field-required"
+                checked={field.value}
+                onCheckedChange={field.onChange}
+              />
+
+              <label className="text-muted-foreground ml-2 text-sm" htmlFor="field-required">
+                <Trans>Required Field</Trans>
+              </label>
+            </div>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericReadOnlyField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { watch, setValue } = useFormContext();
+
+  const required = watch('required');
+
+  useEffect(() => {
+    if (required) {
+      setValue('readOnly', false);
+    }
+  }, [required]);
+
+  return (
+    <FormField
+      control={formControl}
+      name="readOnly"
+      render={({ field }) => (
+        <FormItem className={cn('flex items-center space-x-2', className)}>
+          <FormControl>
+            <div className="flex items-center">
+              <Checkbox
+                id="field-read-only"
+                checked={field.value}
+                onCheckedChange={field.onChange}
+              />
+
+              <label className="text-muted-foreground ml-2 text-sm" htmlFor="field-read-only">
+                <Trans>Read Only</Trans>
+              </label>
+            </div>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericLabelField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="label"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Label</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input placeholder={t`Field label`} {...field} />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TInitialsFieldMeta as InitialsFieldMeta,
+  ZInitialsFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZInitialsFieldFormSchema = ZInitialsFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TInitialsFieldFormSchema = z.infer<typeof ZInitialsFieldFormSchema>;
+
+type EditorFieldInitialsFormProps = {
+  value: InitialsFieldMeta | undefined;
+  onValueChange: (value: InitialsFieldMeta) => void;
+};
+
+export const EditorFieldInitialsForm = ({
+  value = {
+    type: 'initials',
+  },
+  onValueChange,
+}: EditorFieldInitialsFormProps) => {
+  const form = useForm<TInitialsFieldFormSchema>({
+    resolver: zodResolver(ZInitialsFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZInitialsFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'initials',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TNameFieldMeta as NameFieldMeta,
+  ZNameFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZNameFieldFormSchema = ZNameFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TNameFieldFormSchema = z.infer<typeof ZNameFieldFormSchema>;
+
+type EditorFieldNameFormProps = {
+  value: NameFieldMeta | undefined;
+  onValueChange: (value: NameFieldMeta) => void;
+};
+
+export const EditorFieldNameForm = ({
+  value = {
+    type: 'name',
+  },
+  onValueChange,
+}: EditorFieldNameFormProps) => {
+  const form = useForm<TNameFieldFormSchema>({
+    resolver: zodResolver(ZNameFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZNameFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'name',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,277 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  type TNumberFieldMeta as NumberFieldMeta,
+  ZNumberFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericLabelField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZNumberFieldFormSchema = ZNumberFieldMeta.pick({
+  label: true,
+  placeholder: true,
+  value: true,
+  numberFormat: true,
+  fontSize: true,
+  textAlign: true,
+  required: true,
+  readOnly: true,
+  minValue: true,
+  maxValue: true,
+})
+  .refine(
+    (data) => {
+      // Minimum value cannot be greater than maximum value
+      if (typeof data.minValue === 'number' && typeof data.maxValue === 'number') {
+        return data.minValue <= data.maxValue;
+      }
+      return true;
+    },
+    {
+      message: 'Minimum value cannot be greater than maximum value',
+      path: ['minValue'],
+    },
+  )
+  .refine(
+    (data) => {
+      // A read-only field must have a value greater than 0
+      if (data.readOnly && data.value !== undefined && data.value !== '') {
+        const numberValue = parseFloat(data.value);
+        return !isNaN(numberValue) && numberValue > 0;
+      }
+      return !data.readOnly || (data.value !== undefined && data.value !== '');
+    },
+    {
+      message: 'A read-only field must have a value greater than 0',
+      path: ['value'],
+    },
+  );
+
+type TNumberFieldFormSchema = z.infer<typeof ZNumberFieldFormSchema>;
+
+type EditorFieldNumberFormProps = {
+  value: NumberFieldMeta | undefined;
+  onValueChange: (value: NumberFieldMeta) => void;
+};
+
+export const EditorFieldNumberForm = ({
+  value = {
+    type: 'number',
+  },
+  onValueChange,
+}: EditorFieldNumberFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TNumberFieldFormSchema>({
+    resolver: zodResolver(ZNumberFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      placeholder: value.placeholder || '',
+      value: value.value || '',
+      numberFormat: value.numberFormat || null,
+      fontSize: value.fontSize || 14,
+      textAlign: value.textAlign || 'left',
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      minValue: value.minValue,
+      maxValue: value.maxValue,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZNumberFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'number',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
+          <EditorGenericLabelField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="placeholder"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Placeholder</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input className="bg-background" placeholder={t`Placeholder`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="value"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Value</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input className="bg-background" placeholder={t`Value`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="numberFormat"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Number format</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select
+                    value={field.value === null ? '-1' : field.value}
+                    onValueChange={(value) => field.onChange(value === '-1' ? null : value)}
+                  >
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Field format`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      {numberFormatValues.map((item, index) => (
+                        <SelectItem key={index} value={item.value}>
+                          {item.label}
+                        </SelectItem>
+                      ))}
+
+                      <SelectItem value={'-1'}>
+                        <Trans>None</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          {/* Validation section */}
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <p className="text-sm font-medium">
+              <Trans>Validation</Trans>
+            </p>
+
+            <div className="flex flex-row gap-x-4">
+              <FormField
+                control={form.control}
+                name="minValue"
+                render={({ field }) => (
+                  <FormItem className="flex-1">
+                    <FormLabel>
+                      <Trans>Min</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        placeholder="E.g. 0"
+                        {...field}
+                        value={field.value ?? ''}
+                        onChange={(e) =>
+                          field.onChange(e.target.value === '' ? null : e.target.value)
+                        }
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <FormField
+                control={form.control}
+                name="maxValue"
+                render={({ field }) => (
+                  <FormItem className="flex-1">
+                    <FormLabel>
+                      <Trans>Max</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        placeholder="E.g. 100"
+                        {...field}
+                        value={field.value ?? ''}
+                        onChange={(e) =>
+                          field.onChange(e.target.value === '' ? null : e.target.value)
+                        }
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,240 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TRadioFieldMeta as RadioFieldMeta,
+  ZRadioFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZRadioFieldFormSchema = ZRadioFieldMeta.pick({
+  label: true,
+  direction: true,
+  values: true,
+  required: true,
+  readOnly: true,
+  fontSize: true,
+}).refine(
+  (data) => {
+    // There cannot be more than one checked option
+    if (data.values) {
+      const checkedValues = data.values.filter((option) => option.checked);
+      return checkedValues.length <= 1;
+    }
+    return true;
+  },
+  {
+    message: 'There cannot be more than one checked option',
+    path: ['values'],
+  },
+);
+
+type TRadioFieldFormSchema = z.infer<typeof ZRadioFieldFormSchema>;
+
+export type EditorFieldRadioFormProps = {
+  value: RadioFieldMeta | undefined;
+  onValueChange: (value: RadioFieldMeta) => void;
+};
+
+export const EditorFieldRadioForm = ({
+  value = {
+    type: 'radio',
+    direction: 'vertical',
+  },
+  onValueChange,
+}: EditorFieldRadioFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TRadioFieldFormSchema>({
+    resolver: zodResolver(ZRadioFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      values: value.values || [{ id: 1, checked: false, value: 'Default value' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      direction: value.direction || 'vertical',
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  const addValue = () => {
+    const currentValues = form.getValues('values') || [];
+    const newId =
+      currentValues.length > 0 ? Math.max(...currentValues.map((val) => val.id)) + 1 : 1;
+
+    const newValues = [...currentValues, { id: newId, checked: false, value: '' }];
+    form.setValue('values', newValues);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZRadioFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'radio',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="direction"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Direction</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select value={field.value} onValueChange={field.onChange}>
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Select direction`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      <SelectItem value="vertical">
+                        <Trans>Vertical</Trans>
+                      </SelectItem>
+                      <SelectItem value="horizontal">
+                        <Trans>Horizontal</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <EditorGenericRequiredField formControl={form.control} />
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Radio values</Trans>
+              </p>
+
+              <button type="button" onClick={addValue}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`radio-value-${index}`} className="flex flex-row items-center gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.checked`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Checkbox
+                            className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                            checked={field.value}
+                            onCheckedChange={(value) => {
+                              // Uncheck all other values.
+                              const currentValues = form.getValues('values') || [];
+
+                              if (value) {
+                                const newValues = currentValues.map((val) => ({
+                                  ...val,
+                                  checked: false,
+                                }));
+
+                                form.setValue('values', newValues);
+                              }
+
+                              field.onChange(value);
+                            }}
+                          />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Input className="w-full" {...field} />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,74 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TSignatureFieldMeta,
+  ZSignatureFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import { EditorGenericFontSizeField } from './editor-field-generic-field-forms';
+
+const ZSignatureFieldFormSchema = ZSignatureFieldMeta.pick({
+  fontSize: true,
+});
+
+type TSignatureFieldFormSchema = z.infer<typeof ZSignatureFieldFormSchema>;
+
+type EditorFieldSignatureFormProps = {
+  value: TSignatureFieldMeta | undefined;
+  onValueChange: (value: TSignatureFieldMeta) => void;
+};
+
+export const EditorFieldSignatureForm = ({
+  value = {
+    type: 'signature',
+  },
+  onValueChange,
+}: EditorFieldSignatureFormProps) => {
+  const form = useForm<TSignatureFieldFormSchema>({
+    resolver: zodResolver(ZSignatureFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZSignatureFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'signature',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <div>
+            <EditorGenericFontSizeField formControl={form.control} />
+            <p className="text-muted-foreground mt-0.5 text-xs">
+              <Trans>The typed signature font size</Trans>
+            </p>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,218 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TTextFieldMeta as TextFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZTextFieldFormSchema = z
+  .object({
+    label: z.string().optional(),
+    placeholder: z.string().optional(),
+    text: z.string().optional(),
+    characterLimit: z.coerce.number().min(0).optional(),
+    fontSize: z.coerce.number().min(8).max(96).optional(),
+    textAlign: z.enum(['left', 'center', 'right']).optional(),
+    required: z.boolean().optional(),
+    readOnly: z.boolean().optional(),
+  })
+  .refine(
+    (data) => {
+      // A read-only field must have text
+      return !data.readOnly || (data.text && data.text.length > 0);
+    },
+    {
+      message: 'A read-only field must have text',
+      path: ['text'],
+    },
+  );
+
+type TTextFieldFormSchema = z.infer<typeof ZTextFieldFormSchema>;
+
+type EditorFieldTextFormProps = {
+  value: TextFieldMeta | undefined;
+  onValueChange: (value: TextFieldMeta) => void;
+};
+
+export const EditorFieldTextForm = ({
+  value = {
+    type: 'text',
+  },
+  onValueChange,
+}: EditorFieldTextFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TTextFieldFormSchema>({
+    resolver: zodResolver(ZTextFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      placeholder: value.placeholder || '',
+      text: value.text || '',
+      characterLimit: value.characterLimit || 0,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZTextFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'text',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
+          <FormField
+            control={form.control}
+            name="label"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Label</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input placeholder={t`Field label`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="placeholder"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Placeholder</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input placeholder={t`Field placeholder`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="text"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Add text</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Textarea
+                    className="h-auto"
+                    placeholder={t`Add text to the field`}
+                    {...field}
+                    onChange={(e) => {
+                      const values = form.getValues();
+                      const characterLimit = values.characterLimit || 0;
+                      let textValue = e.target.value;
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        textValue = textValue.slice(0, characterLimit);
+                      }
+
+                      e.target.value = textValue;
+                      field.onChange(e);
+                    }}
+                    rows={1}
+                  />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="characterLimit"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Character Limit</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    className="bg-background"
+                    placeholder={t`Field character limit`}
+                    {...field}
+                    onChange={(e) => {
+                      field.onChange(e);
+
+                      const values = form.getValues();
+                      const characterLimit = parseInt(e.target.value, 10) || 0;
+
+                      const textValue = values.text || '';
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        form.setValue('text', textValue.slice(0, characterLimit));
+                      }
+                    }}
+                  />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -70,6 +70,7 @@ export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
   oidcProviderLabel?: string;
   returnTo?: string;
@@ -79,6 +80,7 @@ export const SignInForm = ({
   className,
   initialEmail,
   isGoogleSSOEnabled,
+  isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
   oidcProviderLabel,
   returnTo,
@@ -90,11 +92,14 @@ export const SignInForm = ({
 
   const [isTwoFactorAuthenticationDialogOpen, setIsTwoFactorAuthenticationDialogOpen] =
     useState(false);
+  const [isEmbeddedRedirect, setIsEmbeddedRedirect] = useState(false);
 
   const [twoFactorAuthenticationMethod, setTwoFactorAuthenticationMethod] = useState<
     'totp' | 'backup'
   >('totp');
 
+  const hasSocialAuthEnabled = isGoogleSSOEnabled || isMicrosoftSSOEnabled || isOIDCSSOEnabled;
+
   const [isPasskeyLoading, setIsPasskeyLoading] = useState(false);
 
   const redirectPath = useMemo(() => {
@@ -271,6 +276,22 @@ export const SignInForm = ({
     }
   };
 
+  const onSignInWithMicrosoftClick = async () => {
+    try {
+      await authClient.microsoft.signIn({
+        redirectPath,
+      });
+    } catch (err) {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to sign you In. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onSignInWithOIDCClick = async () => {
     try {
       await authClient.oidc.signIn({
@@ -297,6 +318,8 @@ export const SignInForm = ({
     if (email) {
       form.setValue('email', email);
     }
+
+    setIsEmbeddedRedirect(params.get('embedded') === 'true');
   }, [form]);
 
   return (
@@ -363,42 +386,64 @@ export const SignInForm = ({
             {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
           </Button>
 
-          {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
-            <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
-              <div className="bg-border h-px flex-1" />
-              <span className="text-muted-foreground bg-transparent">
-                <Trans>Or continue with</Trans>
-              </span>
-              <div className="bg-border h-px flex-1" />
-            </div>
-          )}
+          {!isEmbeddedRedirect && (
+            <>
+              {hasSocialAuthEnabled && (
+                <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
+                  <div className="bg-border h-px flex-1" />
+                  <span className="text-muted-foreground bg-transparent">
+                    <Trans>Or continue with</Trans>
+                  </span>
+                  <div className="bg-border h-px flex-1" />
+                </div>
+              )}
 
-          {isGoogleSSOEnabled && (
-            <Button
-              type="button"
-              size="lg"
-              variant="outline"
-              className="bg-background text-muted-foreground border"
-              disabled={isSubmitting}
-              onClick={onSignInWithGoogleClick}
-            >
-              <FcGoogle className="mr-2 h-5 w-5" />
-              Google
-            </Button>
-          )}
+              {isGoogleSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithGoogleClick}
+                >
+                  <FcGoogle className="mr-2 h-5 w-5" />
+                  Google
+                </Button>
+              )}
 
-          {isOIDCSSOEnabled && (
-            <Button
-              type="button"
-              size="lg"
-              variant="outline"
-              className="bg-background text-muted-foreground border"
-              disabled={isSubmitting}
-              onClick={onSignInWithOIDCClick}
-            >
-              <FaIdCardClip className="mr-2 h-5 w-5" />
-              {oidcProviderLabel || 'OIDC'}
-            </Button>
+              {isMicrosoftSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithMicrosoftClick}
+                >
+                  <img
+                    className="mr-2 h-4 w-4"
+                    alt="Microsoft Logo"
+                    src={'/static/microsoft.svg'}
+                  />
+                  Microsoft
+                </Button>
+              )}
+
+              {isOIDCSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithOIDCClick}
+                >
+                  <FaIdCardClip className="mr-2 h-5 w-5" />
+                  {oidcProviderLabel || 'OIDC'}
+                </Button>
+              )}
+            </>
           )}
 
           <Button

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

@@ -66,14 +66,18 @@ export type SignUpFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
+  returnTo?: string;
 };
 
 export const SignUpForm = ({
   className,
   initialEmail,
   isGoogleSSOEnabled,
+  isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
+  returnTo,
 }: SignUpFormProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -84,6 +88,8 @@ export const SignUpForm = ({
 
   const utmSrc = searchParams.get('utm_source') ?? null;
 
+  const hasSocialAuthEnabled = isGoogleSSOEnabled || isMicrosoftSSOEnabled || isOIDCSSOEnabled;
+
   const form = useForm<TSignUpFormSchema>({
     values: {
       name: '',
@@ -106,7 +112,7 @@ export const SignUpForm = ({
         signature,
       });
 
-      await navigate(`/unverified-account`);
+      await navigate(returnTo ? returnTo : '/unverified-account');
 
       toast({
         title: _(msg`Registration Successful`),
@@ -148,6 +154,20 @@ export const SignUpForm = ({
     }
   };
 
+  const onSignUpWithMicrosoftClick = async () => {
+    try {
+      await authClient.microsoft.signIn();
+    } catch (err) {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to sign you Up. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onSignUpWithOIDCClick = async () => {
     try {
       await authClient.oidc.signIn();
@@ -227,7 +247,7 @@ export const SignUpForm = ({
             <fieldset
               className={cn(
                 'flex h-[550px] w-full flex-col gap-y-4',
-                (isGoogleSSOEnabled || isOIDCSSOEnabled) && 'h-[650px]',
+                hasSocialAuthEnabled && 'h-[650px]',
               )}
               disabled={isSubmitting}
             >
@@ -302,7 +322,7 @@ export const SignUpForm = ({
                 )}
               />
 
-              {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
+              {hasSocialAuthEnabled && (
                 <>
                   <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                     <div className="bg-border h-px flex-1" />
@@ -330,6 +350,26 @@ export const SignUpForm = ({
                 </>
               )}
 
+              {isMicrosoftSSOEnabled && (
+                <>
+                  <Button
+                    type="button"
+                    size="lg"
+                    variant={'outline'}
+                    className="bg-background text-muted-foreground border"
+                    disabled={isSubmitting}
+                    onClick={onSignUpWithMicrosoftClick}
+                  >
+                    <img
+                      className="mr-2 h-4 w-4"
+                      alt="Microsoft Logo"
+                      src={'/static/microsoft.svg'}
+                    />
+                    <Trans>Sign Up with Microsoft</Trans>
+                  </Button>
+                </>
+              )}
+
               {isOIDCSSOEnabled && (
                 <>
                   <Button

apps/remix/app/components/forms/subscription-claim-form.tsx

@@ -39,6 +39,7 @@ export const SubscriptionClaimForm = ({
       name: subscriptionClaim.name,
       teamCount: subscriptionClaim.teamCount,
       memberCount: subscriptionClaim.memberCount,
+      envelopeItemCount: subscriptionClaim.envelopeItemCount,
       flags: subscriptionClaim.flags,
     },
   });
@@ -111,6 +112,30 @@ export const SubscriptionClaimForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="envelopeItemCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Envelope Item Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={1}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
           <div>
             <FormLabel>
               <Trans>Feature Flags</Trans>

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

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

apps/remix/app/components/general/app-header.tsx

@@ -60,7 +60,7 @@ export const Header = ({ className, ...props }: HeaderProps) => {
     >
       <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
         <Link
-          to={`${getRootHref(params, { returnEmptyRootString: true })}`}
+          to={getRootHref(params)}
           className="focus-visible:ring-ring ring-offset-background hidden rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2 md:inline"
         >
           <BrandingLogo className="h-6 w-auto" />

apps/remix/app/components/general/branding-logo-icon.tsx

@@ -0,0 +1,17 @@
+import type { SVGAttributes } from 'react';
+
+export type LogoProps = SVGAttributes<SVGSVGElement>;
+
+export const BrandingLogoIcon = ({ ...props }: LogoProps) => {
+  return (
+    <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 84 84" {...props}>
+      <g fill="currentColor">
+        <path d="M35.53 12.152c-.968.879-2.038 1.91-3.261 3.118a4.55 4.55 0 0 1-2.722.97l-4.098.079 1.194-1.194C33.883 7.885 37.502 4.265 42 4.265s8.118 3.62 15.357 10.86l1.192 1.192-3.957-.075a4.55 4.55 0 0 1-3.004-1.209l-2.373-2.194a69 69 0 0 0-.66-.61l-.128-.119h-.002a35 35 0 0 0-2.244-1.892C44.17 8.684 43 8.338 42 8.338s-2.17.346-4.18 1.88a35 35 0 0 0-2.275 1.92zM71.77 35.444a69 69 0 0 0-.608-.658l-2.196-2.374a4.55 4.55 0 0 1-1.208-3.002l-.077-3.961 1.194 1.194c7.24 7.24 10.86 10.859 10.86 15.357s-3.62 8.118-10.86 15.357l-1.194 1.194.077-3.961a4.55 4.55 0 0 1 1.209-3.002l2.195-2.373q.315-.338.609-.66l.119-.128v-.002a35 35 0 0 0 1.892-2.244c1.534-2.01 1.88-3.18 1.88-4.181s-.346-2.17-1.88-4.18a35 35 0 0 0-1.892-2.245v-.002zM48.51 71.813q.362-.33.747-.69l2.331-2.157a4.55 4.55 0 0 1 3.003-1.208l3.959-.076-1.193 1.193c-7.24 7.24-10.859 10.86-15.357 10.86s-8.118-3.62-15.357-10.86l-1.194-1.194 3.97.076a4.55 4.55 0 0 1 2.991 1.2l1.601 1.47c1.461 1.4 2.69 2.502 3.808 3.355 2.01 1.534 3.18 1.88 4.181 1.88s2.17-.346 4.18-1.88a35 35 0 0 0 2.275-1.92zM12.156 48.476q.364.4.763.825l2.115 2.287a4.55 4.55 0 0 1 1.209 3.002l.076 3.961-1.194-1.194C7.885 50.117 4.265 46.498 4.265 42s3.62-8.118 10.86-15.357l1.193-1.193-.075 3.959a4.55 4.55 0 0 1-1.21 3.004l-2.18 2.357q-.325.346-.626.676l-.117.127v.002a35 35 0 0 0-1.892 2.244C8.684 39.83 8.338 41 8.338 42s.346 2.17 1.88 4.18a35 35 0 0 0 1.92 2.275z" />
+        <path d="m12.138 35.543 2.896-3.13a4.55 4.55 0 0 0 1.186-2.626c.012-1.61.038-3.013.096-4.254l.003-.17.006-.005c.053-1.072.131-2.021.246-2.875.337-2.506.92-3.578 1.627-4.286s1.78-1.29 4.285-1.626c.87-.117 1.838-.196 2.935-.25l.002-.002h.06c1.285-.062 2.746-.089 4.43-.1a4.55 4.55 0 0 0 2.711-1.257l2.923-2.825h-1.688c-10.238 0-15.357 0-18.538 3.18-3.18 3.181-3.18 8.3-3.18 18.539zM12.138 48.456v1.688c0 10.239 0 15.358 3.18 18.538s8.3 3.18 18.538 3.18h16.289c10.238 0 15.357 0 18.538-3.18 3.18-3.18 3.18-8.3 3.18-18.537v-1.69l-2.897 3.133a4.55 4.55 0 0 0-1.185 2.618c-.012 1.645-.039 3.075-.1 4.335v.04h-.001a35 35 0 0 1-.25 2.936c-.337 2.506-.92 3.578-1.627 4.286s-1.78 1.29-4.285 1.626c-.855.115-1.804.194-2.876.247l-.005.005-.149.003c-1.246.058-2.658.085-4.277.097-.976.1-1.897.515-2.623 1.185l-3.132 2.897H35.573l-3.163-2.906a4.55 4.55 0 0 0-2.61-1.176 110 110 0 0 1-4.324-.1h-.056l-.002-.002a35 35 0 0 1-2.935-.25c-2.505-.336-3.578-.919-4.285-1.626-.708-.708-1.29-1.78-1.627-4.286a35 35 0 0 1-.25-2.935l-.002-.002-.001-.075c-.06-1.251-.086-2.668-.098-4.296a4.55 4.55 0 0 0-1.186-2.621zM67.781 29.794a4.55 4.55 0 0 0 1.185 2.618l2.897 3.132v-1.688c0-10.239 0-15.358-3.18-18.538s-8.3-3.18-18.538-3.18h-1.689l3.132 2.895a4.55 4.55 0 0 0 2.627 1.186c1.6.012 2.997.038 4.232.096l.247.004.008.008a34 34 0 0 1 2.816.244c2.505.337 3.578.919 4.285 1.626.708.708 1.29 1.78 1.627 4.286.117.87.196 1.839.25 2.936l.001.04c.061 1.26.088 2.69.1 4.335M38.91 23.96l-2.747 2.33a2.9 2.9 0 0 1-1.747.689l-4.597.214 2.397-2.397c4.627-4.627 6.94-6.94 9.815-6.94s5.188 2.313 9.815 6.94l2.383 2.382-4.662-.202a2.9 2.9 0 0 1-1.773-.703l-2.074-1.789c-.728-.685-1.345-1.226-1.908-1.656-1.154-.88-1.592-.9-1.78-.9-.19 0-.627.02-1.781.9l-.055.042h-.003l-.027.023c-.387.3-.8.652-1.257 1.067" />
+        <path d="M61.023 39.995c-.785-.992-1.911-2.163-3.542-3.803a2.9 2.9 0 0 1-.44-1.426l-.202-4.977 2.369 2.368c4.627 4.627 6.94 6.94 6.94 9.815s-2.313 5.188-6.94 9.815l-2.382 2.381.23-4.757a2.9 2.9 0 0 1 .727-1.787l1.742-1.968a28 28 0 0 0 1.387-1.569l.215-.242v-.03l.049-.062c.88-1.154.9-1.592.9-1.781 0-.19-.02-.627-.9-1.78l-.049-.064v-.024zM22.946 40.124l3.175-3.454c.45-.489.719-1.117.762-1.78l.175-2.71c.027-.86.071-1.584.144-2.216l.012-.192.013-.013.009-.065c.193-1.438.488-1.762.622-1.896s.457-.429 1.896-.622c.461-.062.974-.106 1.555-.138l3.9-.385a2.9 2.9 0 0 0 1.678-.75l3.296-3.017h-3.357c-6.543 0-9.815 0-11.847 2.033-1.732 1.732-1.988 4.363-2.026 9.15q-.009 1.246-.007 2.698v3.356" />
+        <path d="M22.946 43.82v3.357c0 .97 0 1.866.006 2.698.038 4.787.295 7.418 2.027 9.15 1.731 1.732 4.362 1.988 9.15 2.026q1.246.009 2.697.007h10.411q1.45.002 2.697-.007c4.788-.038 7.419-.294 9.15-2.026 2.033-2.033 2.033-5.304 2.033-11.848V43.81l-3.384 3.67a2.9 2.9 0 0 0-.69 1.29c-.006 2.38-.038 4.033-.193 5.306l-.002.068-.008.008-.012.098c-.194 1.438-.489 1.762-.623 1.896-.133.133-.457.429-1.895.622l-.099.013-.008.008-.114.007c-.724.086-1.57.133-2.602.159l-2.32.141c-.661.04-1.288.305-1.778.75l-3.538 3.212h-3.697l-3.536-3.306a2.9 2.9 0 0 0-1.69-.769q-.41 0-.79-.004c-1.906-.016-3.288-.063-4.384-.21-1.439-.194-1.762-.49-1.896-.623-.134-.134-.429-.458-.622-1.896l-.009-.065-.012-.013-.002-.027-.004-.108c-.13-1.084-.171-2.442-.185-4.283l-.02-.472a2.9 2.9 0 0 0-.755-1.833zM57.01 32.35l.19 2.586c.049.652.315 1.27.757 1.751l3.16 3.447v-3.367c0-6.544 0-9.815-2.032-11.848s-5.305-2.033-11.848-2.033H43.85l3.391 3.09c.475.432 1.08.696 1.721.748l3.933.322q.562.033 1.045.085l.29.024.013.012.066.01c1.438.192 1.762.488 1.895.621.134.134.43.458.623 1.896.098.733.152 1.595.182 2.655" />
+        <path d="m27.226 54.158-.013-.013.002.027.012.013zM29.849 56.78l4.289.199c-1.852-.015-3.208-.06-4.29-.198M27.044 49.476a3 3 0 0 0-.08-.57 3 3 0 0 1 .04.376l.02.472c.014 1.84.056 3.2.185 4.283l.004.108.013.013zM17.915 41.972c0 2.45 1.679 4.491 5.038 7.903q-.009-1.246-.007-2.698v-3.344l-.007-.008v-.005l-.052-.068c-.88-1.153-.9-1.59-.9-1.78s.02-.627.9-1.78l.059-.077v-3.348q-.001-1.452.006-2.698c-3.358 3.412-5.037 5.454-5.037 7.903M40.25 61.116l-.048-.037h-.01l-.022-.021h-3.344q-1.45.002-2.697-.007c3.412 3.358 5.453 5.038 7.902 5.038 2.45 0 4.491-1.68 7.903-5.038q-1.246.009-2.697.007h-3.35l-.075.058c-1.154.88-1.592.9-1.78.9-.19 0-.627-.02-1.781-.9" />
+      </g>
+    </svg>
+  );
+};

apps/remix/app/components/general/direct-template/direct-template-page.tsx

@@ -89,7 +89,10 @@ export const DirectTemplatePageView = ({
     setStep('sign');
   };
 
-  const onSignDirectTemplateSubmit = async (fields: DirectTemplateLocalField[]) => {
+  const onSignDirectTemplateSubmit = async (
+    fields: DirectTemplateLocalField[],
+    nextSigner?: { name: string; email: string },
+  ) => {
     try {
       let directTemplateExternalId = searchParams?.get('externalId') || undefined;
 
@@ -98,6 +101,7 @@ export const DirectTemplatePageView = ({
       }
 
       const { token } = await createDocumentFromDirectTemplate({
+        nextSigner,
         directTemplateToken,
         directTemplateExternalId,
         directRecipientName: fullName,
@@ -149,7 +153,9 @@ export const DirectTemplatePageView = ({
         <CardContent className="p-2">
           <PDFViewer
             key={template.id}
-            documentData={template.templateDocumentData}
+            envelopeItem={template.envelopeItems[0]}
+            token={directTemplateRecipient.token}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx

@@ -55,10 +55,13 @@ import { DocumentSigningRecipientProvider } from '../document-signing/document-s
 
 export type DirectTemplateSigningFormProps = {
   flowStep: DocumentFlowStep;
-  directRecipient: Recipient;
+  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'>;
   directRecipientFields: Field[];
   template: Omit<TTemplate, 'user'>;
-  onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
+  onSubmit: (
+    _data: DirectTemplateLocalField[],
+    _nextSigner?: { name: string; email: string },
+  ) => Promise<void>;
 };
 
 export type DirectTemplateLocalField = Field & {
@@ -149,7 +152,7 @@ export const DirectTemplateSigningForm = ({
     validateFieldsInserted(fieldsRequiringValidation);
   };
 
-  const handleSubmit = async () => {
+  const handleSubmit = async (nextSigner?: { name: string; email: string }) => {
     setValidateUninsertedFields(true);
 
     const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
@@ -161,7 +164,7 @@ export const DirectTemplateSigningForm = ({
     setIsSubmitting(true);
 
     try {
-      await onSubmit(localFields);
+      await onSubmit(localFields, nextSigner);
     } catch {
       setIsSubmitting(false);
     }
@@ -218,6 +221,30 @@ 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} />
@@ -417,11 +444,15 @@ export const DirectTemplateSigningForm = ({
 
           <DocumentSigningCompleteDialog
             isSubmitting={isSubmitting}
-            onSignatureComplete={async () => handleSubmit()}
+            onSignatureComplete={async (nextSigner) => handleSubmit(nextSigner)}
             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>

apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx

@@ -0,0 +1,83 @@
+import { Trans } from '@lingui/react/macro';
+import { ExternalLink, PaperclipIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+
+export type DocumentSigningAttachmentsPopoverProps = {
+  envelopeId: string;
+  token: string;
+  trigger?: React.ReactNode;
+};
+
+export const DocumentSigningAttachmentsPopover = ({
+  envelopeId,
+  token,
+  trigger,
+}: DocumentSigningAttachmentsPopoverProps) => {
+  const { data: attachments } = trpc.envelope.attachment.find.useQuery({
+    envelopeId,
+    token,
+  });
+
+  if (!attachments || attachments.data.length === 0) {
+    return null;
+  }
+
+  return (
+    <Popover>
+      <PopoverTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="gap-2">
+            <PaperclipIcon className="h-4 w-4" />
+            <span>
+              <Trans>Attachments</Trans>{' '}
+              {attachments && attachments.data.length > 0 && (
+                <span className="ml-1">({attachments.data.length})</span>
+              )}
+            </span>
+          </Button>
+        )}
+      </PopoverTrigger>
+
+      <PopoverContent className="w-96" align="start">
+        <div className="space-y-4">
+          <div>
+            <h4 className="font-medium">
+              <Trans>Attachments</Trans>
+            </h4>
+            <p className="text-muted-foreground mt-1 text-sm">
+              <Trans>Documents and resources related to this envelope.</Trans>
+            </p>
+          </div>
+
+          <div className="space-y-2">
+            {attachments?.data.map((attachment) => (
+              <a
+                key={attachment.id}
+                href={attachment.data}
+                title={attachment.data}
+                target="_blank"
+                rel="noopener noreferrer"
+                className="border-border hover:bg-muted/50 group flex items-center justify-between rounded-md border px-3 py-2.5 transition duration-200"
+              >
+                <div className="flex flex-1 items-center gap-2.5">
+                  <div className="bg-muted rounded p-2">
+                    <PaperclipIcon className="h-4 w-4" />
+                  </div>
+
+                  <span className="text-muted-foreground hover:text-foreground block truncate text-sm underline">
+                    {attachment.label}
+                  </span>
+                </div>
+
+                <ExternalLink className="h-4 w-4 opacity-0 transition duration-200 group-hover:opacity-100" />
+              </a>
+            ))}
+          </div>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

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

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

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

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

apps/remix/app/components/general/document-signing/document-signing-auth-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;
 };
 
@@ -22,12 +22,18 @@ 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: emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`,
+        redirectPath,
       });
     } catch {
       toast({
@@ -49,9 +55,13 @@ export const DocumentSigningAuthPageView = ({
         </h1>
 
         <p className="text-muted-foreground mt-2 text-sm">
-          <Trans>
-            You need to be logged in as <strong>{email}</strong> to view this page.
-          </Trans>
+          {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>
+          )}
         </p>
 
         <Button

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

@@ -1,6 +1,6 @@
 import { createContext, useContext, useEffect, useMemo, useState } from 'react';
 
-import { type Document, FieldType, type Passkey, type Recipient } from '@prisma/client';
+import { type Envelope, FieldType, type Passkey, type Recipient } from '@prisma/client';
 
 import type { SessionUser } from '@documenso/auth/server/lib/session/session';
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
@@ -24,17 +24,23 @@ type PasskeyData = {
   isError: boolean;
 };
 
+type SigningAuthRecipient = Pick<
+  Recipient,
+  'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'
+>;
+
 export type DocumentSigningAuthContextValue = {
   executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;
-  documentAuthOptions: Document['authOptions'];
+  documentAuthOptions: Envelope['authOptions'];
   documentAuthOption: TDocumentAuthOptions;
-  setDocumentAuthOptions: (_value: Document['authOptions']) => void;
-  recipient: Recipient;
+  setDocumentAuthOptions: (_value: Envelope['authOptions']) => void;
+  recipient: SigningAuthRecipient;
   recipientAuthOption: TRecipientAuthOptions;
-  setRecipient: (_value: Recipient) => void;
+  setRecipient: (_value: SigningAuthRecipient) => void;
   derivedRecipientAccessAuth: TRecipientAccessAuthTypes[];
   derivedRecipientActionAuth: TRecipientActionAuthTypes[];
   isAuthRedirectRequired: boolean;
+  isDirectTemplate?: boolean;
   isCurrentlyAuthenticating: boolean;
   setIsCurrentlyAuthenticating: (_value: boolean) => void;
   passkeyData: PasskeyData;
@@ -61,8 +67,9 @@ export const useRequiredDocumentSigningAuthContext = () => {
 };
 
 export interface DocumentSigningAuthProviderProps {
-  documentAuthOptions: Document['authOptions'];
-  recipient: Recipient;
+  documentAuthOptions: Envelope['authOptions'];
+  recipient: SigningAuthRecipient;
+  isDirectTemplate?: boolean;
   user?: SessionUser | null;
   children: React.ReactNode;
 }
@@ -70,6 +77,7 @@ export interface DocumentSigningAuthProviderProps {
 export const DocumentSigningAuthProvider = ({
   documentAuthOptions: initialDocumentAuthOptions,
   recipient: initialRecipient,
+  isDirectTemplate = false,
   user,
   children,
 }: DocumentSigningAuthProviderProps) => {
@@ -199,6 +207,7 @@ export const DocumentSigningAuthProvider = ({
         derivedRecipientAccessAuth,
         derivedRecipientActionAuth,
         isAuthRedirectRequired,
+        isDirectTemplate,
         isCurrentlyAuthenticating,
         setIsCurrentlyAuthenticating,
         passkeyData,

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

@@ -1,7 +1,7 @@
 import { useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
 import { RecipientRole } from '@prisma/client';
 import { useForm } from 'react-hook-form';
@@ -18,7 +18,9 @@ import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
   DialogContent,
+  DialogDescription,
   DialogFooter,
+  DialogHeader,
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
@@ -32,6 +34,7 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
@@ -45,6 +48,7 @@ export type DocumentSigningCompleteDialogProps = {
   onSignatureComplete: (
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
+    directRecipient?: { name: string; email: string },
   ) => void | Promise<void>;
   recipient: Pick<Recipient, 'name' | 'email' | 'role' | 'token'>;
   disabled?: boolean;
@@ -53,6 +57,12 @@ export type DocumentSigningCompleteDialogProps = {
     name: string;
     email: string;
   };
+  directTemplatePayload?: {
+    name: string;
+    email: string;
+  };
+  buttonSize?: 'sm' | 'lg';
+  position?: 'start' | 'end' | 'center';
 };
 
 const ZNextSignerFormSchema = z.object({
@@ -63,6 +73,13 @@ const ZNextSignerFormSchema = z.object({
 
 type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
 
+const ZDirectRecipientFormSchema = z.object({
+  name: z.string(),
+  email: z.string().email('Invalid email address'),
+});
+
+type TDirectRecipientFormSchema = z.infer<typeof ZDirectRecipientFormSchema>;
+
 export const DocumentSigningCompleteDialog = ({
   isSubmitting,
   documentTitle,
@@ -72,15 +89,21 @@ export const DocumentSigningCompleteDialog = ({
   recipient,
   disabled = false,
   allowDictateNextSigner = false,
+  directTemplatePayload,
   defaultNextSigner,
+  buttonSize = 'lg',
+  position,
 }: DocumentSigningCompleteDialogProps) => {
+  const { t } = useLingui();
+
   const [showDialog, setShowDialog] = useState(false);
-  const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
 
   const [showTwoFactorForm, setShowTwoFactorForm] = useState(false);
   const [twoFactorValidationError, setTwoFactorValidationError] = useState<string | null>(null);
 
-  const { derivedRecipientAccessAuth, user } = useRequiredDocumentSigningAuthContext();
+  const { derivedRecipientAccessAuth } = useRequiredDocumentSigningAuthContext();
+
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
 
   const form = useForm<TNextSignerFormSchema>({
     resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
@@ -90,6 +113,14 @@ export const DocumentSigningCompleteDialog = ({
     },
   });
 
+  const directRecipientForm = useForm<TDirectRecipientFormSchema>({
+    resolver: zodResolver(ZDirectRecipientFormSchema),
+    defaultValues: {
+      name: directTemplatePayload?.name ?? '',
+      email: directTemplatePayload?.email ?? '',
+    },
+  });
+
   const isComplete = useMemo(() => !fieldsContainUnsignedRequiredField(fields), [fields]);
 
   const completionRequires2FA = useMemo(
@@ -109,12 +140,23 @@ export const DocumentSigningCompleteDialog = ({
       });
     }
 
-    setIsEditingNextSigner(false);
     setShowDialog(open);
   };
 
   const onFormSubmit = async (data: TNextSignerFormSchema) => {
     try {
+      let directRecipient: { name: string; email: string } | undefined;
+
+      if (directTemplatePayload && !directTemplatePayload.email) {
+        const isFormValid = await directRecipientForm.trigger();
+
+        if (!isFormValid) {
+          return;
+        }
+
+        directRecipient = directRecipientForm.getValues();
+      }
+
       // Check if 2FA is required
       if (completionRequires2FA && !data.accessAuthOptions) {
         setShowTwoFactorForm(true);
@@ -126,7 +168,7 @@ export const DocumentSigningCompleteDialog = ({
           ? { name: data.name, email: data.email }
           : undefined;
 
-      await onSignatureComplete(nextSigner, data.accessAuthOptions);
+      await onSignatureComplete(nextSigner, data.accessAuthOptions, directRecipient);
     } catch (error) {
       const err = AppError.parseError(error);
 
@@ -152,21 +194,19 @@ export const DocumentSigningCompleteDialog = ({
     void form.handleSubmit(onFormSubmit)();
   };
 
-  const isNextSignerValid = !allowDictateNextSigner || (form.watch('name') && form.watch('email'));
-
   return (
     <Dialog open={showDialog} onOpenChange={handleOpenChange}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
           type="button"
-          size="lg"
+          size={buttonSize}
           onClick={fieldsValidated}
           loading={isSubmitting}
           disabled={disabled}
         >
           {match({ isComplete, role: recipient.role })
-            .with({ isComplete: false }, () => <Trans>Next field</Trans>)
+            .with({ isComplete: false }, () => <Trans>Next Field</Trans>)
             .with({ isComplete: true, role: RecipientRole.APPROVER }, () => <Trans>Approve</Trans>)
             .with({ isComplete: true, role: RecipientRole.VIEWER }, () => (
               <Trans>Mark as viewed</Trans>
@@ -176,106 +216,103 @@ export const DocumentSigningCompleteDialog = ({
         </Button>
       </DialogTrigger>
 
-      <DialogContent>
+      <DialogContent position={position}>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Are you sure?</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <div className="text-muted-foreground max-w-[50ch]">
+              {match(recipient.role)
+                .with(RecipientRole.VIEWER, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete viewing the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.SIGNER, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete signing the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.APPROVER, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete approving the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.ASSISTANT, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete assisting the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.CC, () => null)
+                .exhaustive()}
+            </div>
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="border-border bg-muted/50 rounded-lg border p-4 text-center">
+          <p className="text-muted-foreground text-sm font-medium">{documentTitle}</p>
+        </div>
+
         {!showTwoFactorForm && (
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit(onFormSubmit)}>
-              <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
-                <DialogTitle>
-                  <div className="text-foreground text-xl font-semibold">
-                    {match(recipient.role)
-                      .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
-                      .with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
-                      .with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
-                      .with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
-                      .with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
-                      .exhaustive()}
+          <>
+            <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
+              {directTemplatePayload && !directTemplatePayload.email && (
+                <Form {...directRecipientForm}>
+                  <div className="mb-4 flex flex-col gap-4">
+                    <div className="flex flex-col gap-4 md:flex-row">
+                      <FormField
+                        control={directRecipientForm.control}
+                        name="name"
+                        render={({ field }) => (
+                          <FormItem className="flex-1">
+                            <FormLabel>
+                              <Trans>Your Name</Trans>
+                            </FormLabel>
+                            <FormControl>
+                              <Input
+                                {...field}
+                                className="mt-2"
+                                placeholder={t`Enter your name`}
+                                disabled={isNameLocked}
+                              />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={directRecipientForm.control}
+                        name="email"
+                        render={({ field }) => (
+                          <FormItem className="flex-1">
+                            <FormLabel>
+                              <Trans>Your Email</Trans>
+                            </FormLabel>
+                            <FormControl>
+                              <Input
+                                {...field}
+                                type="email"
+                                className="mt-2"
+                                placeholder={t`Enter your email`}
+                                disabled={!!field.value && isEmailLocked}
+                              />
+                            </FormControl>
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                    </div>
                   </div>
-                </DialogTitle>
+                </Form>
+              )}
 
-                <div className="text-muted-foreground max-w-[50ch]">
-                  {match(recipient.role)
-                    .with(RecipientRole.VIEWER, () => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete viewing "
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              {documentTitle}
-                            </span>
-                            ".
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))
-                    .with(RecipientRole.SIGNER, () => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete signing "
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              {documentTitle}
-                            </span>
-                            ".
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))
-                    .with(RecipientRole.APPROVER, () => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete approving{' '}
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              "{documentTitle}"
-                            </span>
-                            .
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))
-                    .otherwise(() => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete viewing "
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              {documentTitle}
-                            </span>
-                            ".
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))}
-                </div>
-
-                {allowDictateNextSigner && (
-                  <div className="mt-4 flex flex-col gap-4">
-                    {!isEditingNextSigner && (
-                      <div>
-                        <p className="text-muted-foreground text-sm">
-                          The next recipient to sign this document will be{' '}
-                          <span className="font-semibold">{form.watch('name')}</span> (
-                          <span className="font-semibold">{form.watch('email')}</span>).
-                        </p>
-
-                        <Button
-                          type="button"
-                          className="mt-2"
-                          variant="outline"
-                          size="sm"
-                          onClick={() => setIsEditingNextSigner((prev) => !prev)}
-                        >
-                          <Trans>Update Recipient</Trans>
-                        </Button>
-                      </div>
-                    )}
-
-                    {isEditingNextSigner && (
+              <Form {...form}>
+                <form onSubmit={form.handleSubmit(onFormSubmit)}>
+                  {allowDictateNextSigner && defaultNextSigner && (
+                    <div className="mb-4 flex flex-col gap-4">
                       <div className="flex flex-col gap-4 md:flex-row">
                         <FormField
                           control={form.control}
@@ -283,13 +320,13 @@ export const DocumentSigningCompleteDialog = ({
                           render={({ field }) => (
                             <FormItem className="flex-1">
                               <FormLabel>
-                                <Trans>Name</Trans>
+                                <Trans>Next Recipient Name</Trans>
                               </FormLabel>
                               <FormControl>
                                 <Input
                                   {...field}
                                   className="mt-2"
-                                  placeholder="Enter the next signer's name"
+                                  placeholder={t`Enter the next signer's name`}
                                 />
                               </FormControl>
 
@@ -304,14 +341,14 @@ export const DocumentSigningCompleteDialog = ({
                           render={({ field }) => (
                             <FormItem className="flex-1">
                               <FormLabel>
-                                <Trans>Email</Trans>
+                                <Trans>Next Recipient Email</Trans>
                               </FormLabel>
                               <FormControl>
                                 <Input
                                   {...field}
                                   type="email"
                                   className="mt-2"
-                                  placeholder="Enter the next signer's email"
+                                  placeholder={t`Enter the next signer's email`}
                                 />
                               </FormControl>
                               <FormMessage />
@@ -319,17 +356,14 @@ export const DocumentSigningCompleteDialog = ({
                           )}
                         />
                       </div>
-                    )}
-                  </div>
-                )}
+                    </div>
+                  )}
 
-                <DocumentSigningDisclosure className="mt-4" />
+                  <DocumentSigningDisclosure />
 
-                <DialogFooter className="mt-4">
-                  <div className="flex w-full flex-1 flex-nowrap gap-4">
+                  <DialogFooter className="mt-4">
                     <Button
                       type="button"
-                      className="flex-1"
                       variant="secondary"
                       onClick={() => setShowDialog(false)}
                       disabled={form.formState.isSubmitting}
@@ -339,8 +373,7 @@ export const DocumentSigningCompleteDialog = ({
 
                     <Button
                       type="submit"
-                      className="flex-1"
-                      disabled={!isComplete || !isNextSignerValid}
+                      disabled={!isComplete}
                       loading={form.formState.isSubmitting}
                     >
                       {match(recipient.role)
@@ -351,11 +384,11 @@ export const DocumentSigningCompleteDialog = ({
                         .with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
                         .exhaustive()}
                     </Button>
-                  </div>
-                </DialogFooter>
-              </fieldset>
-            </form>
-          </Form>
+                  </DialogFooter>
+                </form>
+              </Form>
+            </fieldset>
+          </>
         )}
 
         {showTwoFactorForm && (

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

@@ -0,0 +1,135 @@
+import { useEffect, useState } from 'react';
+
+import { Plural, Trans } from '@lingui/react/macro';
+import { RecipientRole } from '@prisma/client';
+import { motion } from 'framer-motion';
+import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
+import { BrandingLogo } from '../branding-logo';
+import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
+import { EnvelopeSignerCompleteDialog } from '../envelope-signing/envelope-signing-complete-dialog';
+import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
+
+export const DocumentSigningMobileWidget = () => {
+  const [isExpanded, setIsExpanded] = useState(false);
+
+  const { hidePoweredBy = true } = useEmbedSigningContext() || {};
+
+  const { recipientFieldsRemaining, recipient, requiredRecipientFields } =
+    useRequiredEnvelopeSigningContext();
+
+  /**
+   * Pre open the widget for assistants to let them know it's there.
+   */
+  useEffect(() => {
+    if (recipient.role === RecipientRole.ASSISTANT) {
+      setIsExpanded(true);
+    }
+  }, []);
+
+  return (
+    <div className="pointer-events-none fixed bottom-0 left-0 right-0 z-50 flex justify-center px-2 pb-2 sm:px-4 sm:pb-6">
+      <div className="pointer-events-auto w-full max-w-[760px]">
+        <div className="bg-card border-border overflow-hidden rounded-xl border shadow-2xl">
+          {/* Main Header Bar */}
+          <div className="flex items-center justify-between gap-4 p-4">
+            <div className="flex-1">
+              <div className="flex items-center gap-3">
+                {recipient.role !== RecipientRole.VIEWER && (
+                  <Button
+                    variant="outline"
+                    onClick={() => setIsExpanded(!isExpanded)}
+                    className="flex h-8 w-8 items-center justify-center"
+                    aria-label={isExpanded ? 'Collapse' : 'Expand'}
+                  >
+                    {isExpanded ? (
+                      <LucideChevronDown className="text-muted-foreground h-5 w-5 flex-shrink-0" />
+                    ) : (
+                      <LucideChevronUp className="text-muted-foreground h-5 w-5 flex-shrink-0" />
+                    )}
+                  </Button>
+                )}
+
+                <div>
+                  <h2 className="text-foreground text-lg font-semibold">
+                    {match(recipient.role)
+                      .with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
+                      .with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
+                      .with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
+                      .with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
+                      .otherwise(() => null)}
+                  </h2>
+
+                  <p className="text-muted-foreground -mt-0.5 text-sm">
+                    {recipientFieldsRemaining.length === 0 ? (
+                      match(recipient.role)
+                        .with(RecipientRole.VIEWER, () => (
+                          <Trans>Please mark as viewed to complete</Trans>
+                        ))
+                        .with(RecipientRole.SIGNER, () => (
+                          <Trans>Please complete the document once reviewed</Trans>
+                        ))
+                        .with(RecipientRole.APPROVER, () => (
+                          <Trans>Please complete the document once reviewed</Trans>
+                        ))
+                        .with(RecipientRole.ASSISTANT, () => (
+                          <Trans>Please complete the document once reviewed</Trans>
+                        ))
+                        .otherwise(() => null)
+                    ) : (
+                      <Plural
+                        value={recipientFieldsRemaining.length}
+                        one="1 Field Remaining"
+                        other="# Fields Remaining"
+                      />
+                    )}
+                  </p>
+                </div>
+              </div>
+            </div>
+
+            <div>
+              <EnvelopeSignerCompleteDialog />
+            </div>
+          </div>
+
+          {/* Progress Bar */}
+          {recipient.role !== RecipientRole.VIEWER &&
+            recipient.role !== RecipientRole.ASSISTANT && (
+              <div className="px-4 pb-3">
+                <div className="bg-muted relative h-[4px] rounded-md">
+                  <motion.div
+                    layout="size"
+                    layoutId="document-signing-mobile-widget-progress-bar"
+                    className="bg-documenso absolute inset-y-0 left-0"
+                    style={{
+                      width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
+                    }}
+                  />
+                </div>
+              </div>
+            )}
+
+          {/* Expandable Content */}
+          {isExpanded && (
+            <div className="border-border animate-in slide-in-from-bottom-2 border-t p-4 duration-200">
+              <EnvelopeSignerForm />
+
+              {!hidePoweredBy && (
+                <div className="bg-primary text-primary-foreground mt-2 inline-block rounded px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:hidden">
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </div>
+              )}
+            </div>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+};

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

@@ -32,6 +32,7 @@ import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
+import { DocumentSigningAttachmentsPopover } from '~/components/general/document-signing/document-signing-attachments-popover';
 import { DocumentSigningAutoSign } from '~/components/general/document-signing/document-signing-auto-sign';
 import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
 import { DocumentSigningDateField } from '~/components/general/document-signing/document-signing-date-field';
@@ -50,7 +51,7 @@ import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-p
 import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
 
-export type DocumentSigningPageViewProps = {
+export type DocumentSigningPageViewV1Props = {
   recipient: RecipientWithFields;
   document: DocumentAndSender;
   fields: Field[];
@@ -60,7 +61,7 @@ export type DocumentSigningPageViewProps = {
   includeSenderDetails: boolean;
 };
 
-export const DocumentSigningPageView = ({
+export const DocumentSigningPageViewV1 = ({
   recipient,
   document,
   fields,
@@ -68,7 +69,7 @@ export const DocumentSigningPageView = ({
   isRecipientsTurn,
   allRecipients = [],
   includeSenderDetails,
-}: DocumentSigningPageViewProps) => {
+}: DocumentSigningPageViewV1Props) => {
   const { documentData, documentMeta } = document;
 
   const { derivedRecipientAccessAuth, user: authUser } = useRequiredDocumentSigningAuthContext();
@@ -231,14 +232,25 @@ export const DocumentSigningPageView = ({
             </span>
           </div>
 
-          <DocumentSigningRejectDialog document={document} token={recipient.token} />
+          <div className="flex items-center gap-x-4">
+            <DocumentSigningAttachmentsPopover
+              envelopeId={document.envelopeId}
+              token={recipient.token}
+            />
+            <DocumentSigningRejectDialog documentId={document.id} token={recipient.token} />
+          </div>
         </div>
 
         <div className="relative mt-4 flex w-full flex-col gap-x-6 gap-y-8 sm:mt-8 md:flex-row lg:gap-x-8 lg:gap-y-0">
           <div className="flex-1">
             <Card className="rounded-xl before:rounded-xl" gradient>
               <CardContent className="p-2">
-                <PDFViewer key={documentData.id} documentData={documentData} document={document} />
+                <PDFViewer
+                  key={document.envelopeItems[0].id}
+                  envelopeItem={document.envelopeItems[0]}
+                  token={recipient.token}
+                  version="signed"
+                />
               </CardContent>
             </Card>
           </div>

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

@@ -0,0 +1,265 @@
+import { lazy, useMemo } from 'react';
+
+import { Plural, Trans } from '@lingui/react/macro';
+import { EnvelopeType, RecipientRole } from '@prisma/client';
+import { motion } from 'framer-motion';
+import { ArrowLeftIcon, BanIcon, DownloadCloudIcon, PaperclipIcon } from 'lucide-react';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
+import { Button } from '@documenso/ui/primitives/button';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+import { SignFieldCheckboxDialog } from '~/components/dialogs/sign-field-checkbox-dialog';
+import { SignFieldDropdownDialog } from '~/components/dialogs/sign-field-dropdown-dialog';
+import { SignFieldEmailDialog } from '~/components/dialogs/sign-field-email-dialog';
+import { SignFieldInitialsDialog } from '~/components/dialogs/sign-field-initials-dialog';
+import { SignFieldNameDialog } from '~/components/dialogs/sign-field-name-dialog';
+import { SignFieldNumberDialog } from '~/components/dialogs/sign-field-number-dialog';
+import { SignFieldSignatureDialog } from '~/components/dialogs/sign-field-signature-dialog';
+import { SignFieldTextDialog } from '~/components/dialogs/sign-field-text-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
+import { BrandingLogo } from '../branding-logo';
+import { DocumentSigningAttachmentsPopover } from '../document-signing/document-signing-attachments-popover';
+import { EnvelopeItemSelector } from '../envelope-editor/envelope-file-selector';
+import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
+import { EnvelopeSignerHeader } from '../envelope-signing/envelope-signer-header';
+import { DocumentSigningMobileWidget } from './document-signing-mobile-widget';
+import { DocumentSigningRejectDialog } from './document-signing-reject-dialog';
+import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
+
+const EnvelopeSignerPageRenderer = lazy(
+  async () => import('../envelope-signing/envelope-signer-page-renderer'),
+);
+
+export const DocumentSigningPageViewV2 = () => {
+  const { envelopeItems, currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const {
+    isDirectTemplate,
+    envelope,
+    recipient,
+    recipientFields,
+    recipientFieldsRemaining,
+    requiredRecipientFields,
+    selectedAssistantRecipientFields,
+  } = useRequiredEnvelopeSigningContext();
+
+  const {
+    isEmbed = false,
+    allowDocumentRejection = true,
+    hidePoweredBy = true,
+    onDocumentRejected,
+  } = useEmbedSigningContext() || {};
+
+  /**
+   * The total remaining fields remaining for the current recipient or selected assistant recipient.
+   *
+   * Includes both optional and required fields.
+   */
+  const remainingFields = useMemo(() => {
+    if (recipient.role === RecipientRole.ASSISTANT) {
+      return selectedAssistantRecipientFields.filter((field) => !field.inserted);
+    }
+
+    return recipientFields.filter((field) => !field.inserted);
+  }, [recipientFieldsRemaining, selectedAssistantRecipientFields, currentEnvelopeItem]);
+
+  return (
+    <div className="dark:bg-background min-h-screen w-screen bg-gray-50">
+      <SignFieldEmailDialog.Root />
+      <SignFieldTextDialog.Root />
+      <SignFieldNumberDialog.Root />
+      <SignFieldNameDialog.Root />
+      <SignFieldInitialsDialog.Root />
+      <SignFieldDropdownDialog.Root />
+      <SignFieldSignatureDialog.Root />
+      <SignFieldCheckboxDialog.Root />
+
+      <EnvelopeSignerHeader />
+
+      {/* Main Content Area */}
+      <div className="flex h-[calc(100vh-4rem)] w-screen">
+        {/* Left Section - Step Navigation */}
+        <div className="embed--DocumentWidgetContainer bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
+          <div className="px-4">
+            <h3 className="text-foreground flex items-end justify-between text-sm font-semibold">
+              {match(recipient.role)
+                .with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
+                .with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
+                .with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
+                .with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
+                .otherwise(() => null)}
+
+              <span className="text-muted-foreground bg-muted/50 ml-2 rounded border px-2 py-0.5 text-xs">
+                <Plural
+                  value={recipientFieldsRemaining.length}
+                  one="1 Field Remaining"
+                  other="# Fields Remaining"
+                />
+              </span>
+            </h3>
+
+            <div className="bg-muted relative my-4 h-[4px] rounded-md">
+              <motion.div
+                layout="size"
+                layoutId="document-flow-container-step"
+                className="bg-documenso absolute inset-y-0 left-0"
+                style={{
+                  width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
+                }}
+              />
+            </div>
+
+            <div className="embed--DocumentWidgetContent mt-6 space-y-3">
+              <EnvelopeSignerForm />
+            </div>
+          </div>
+
+          <Separator className="my-6" />
+
+          {/* Quick Actions. */}
+          {!isDirectTemplate && (
+            <div className="embed--Actions space-y-3 px-4">
+              <h4 className="text-foreground text-sm font-semibold">
+                <Trans>Actions</Trans>
+              </h4>
+
+              <DocumentSigningAttachmentsPopover
+                envelopeId={envelope.id}
+                token={recipient.token}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <PaperclipIcon className="mr-2 h-4 w-4" />
+                    <Trans>Attachments</Trans>
+                  </Button>
+                }
+              />
+
+              <EnvelopeDownloadDialog
+                envelopeId={envelope.id}
+                envelopeStatus={envelope.status}
+                envelopeItems={envelope.envelopeItems}
+                token={recipient.token}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <DownloadCloudIcon className="mr-2 h-4 w-4" />
+                    <Trans>Download PDF</Trans>
+                  </Button>
+                }
+              />
+
+              {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection && (
+                <DocumentSigningRejectDialog
+                  documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+                  token={recipient.token}
+                  onRejected={
+                    onDocumentRejected &&
+                    ((reason) =>
+                      onDocumentRejected({
+                        token: recipient.token,
+                        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+                        envelopeId: envelope.id,
+                        recipientId: recipient.id,
+                        reason,
+                      }))
+                  }
+                  trigger={
+                    <Button
+                      variant="ghost"
+                      size="sm"
+                      className="hover:text-destructive w-full justify-start"
+                    >
+                      <BanIcon className="mr-2 h-4 w-4" />
+                      <Trans>Reject Document</Trans>
+                    </Button>
+                  }
+                />
+              )}
+            </div>
+          )}
+
+          <div className="embed--DocumentWidgetFooter">
+            {/* Footer of left sidebar. */}
+            {!isEmbed && (
+              <div className="mt-auto px-4">
+                <Button asChild variant="ghost" className="w-full justify-start">
+                  <Link to="/">
+                    <ArrowLeftIcon className="mr-2 h-4 w-4" />
+                    <Trans>Return</Trans>
+                  </Link>
+                </Button>
+              </div>
+            )}
+          </div>
+        </div>
+
+        <div className="embed--DocumentContainer flex-1 overflow-y-auto">
+          <div className="flex flex-col">
+            {/* Horizontal envelope item selector */}
+            {envelopeItems.length > 1 && (
+              <div className="flex h-fit space-x-2 overflow-x-auto p-2 pt-4 sm:p-4">
+                {envelopeItems.map((doc, i) => (
+                  <EnvelopeItemSelector
+                    key={doc.id}
+                    number={i + 1}
+                    primaryText={doc.title}
+                    secondaryText={
+                      <Plural
+                        one="1 Field"
+                        other="# Fields"
+                        value={
+                          remainingFields.filter((field) => field.envelopeItemId === doc.id).length
+                        }
+                      />
+                    }
+                    isSelected={currentEnvelopeItem?.id === doc.id}
+                    buttonProps={{ onClick: () => setCurrentEnvelopeItem(doc.id) }}
+                  />
+                ))}
+              </div>
+            )}
+
+            {/* Document View */}
+            <div className="embed--DocumentViewer flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
+              {currentEnvelopeItem ? (
+                <PDFViewerKonvaLazy
+                  renderer="signing"
+                  key={currentEnvelopeItem.id}
+                  customPageRenderer={EnvelopeSignerPageRenderer}
+                />
+              ) : (
+                <div className="flex flex-col items-center justify-center py-32">
+                  <p className="text-foreground text-sm">
+                    <Trans>No documents found</Trans>
+                  </p>
+                </div>
+              )}
+
+              {/* Mobile widget - Additional padding to allow users to scroll */}
+              <div className="block pb-28 lg:hidden">
+                <DocumentSigningMobileWidget />
+              </div>
+
+              {!hidePoweredBy && (
+                <a
+                  href="https://documenso.com"
+                  target="_blank"
+                  className="bg-primary text-primary-foreground fixed bottom-0 right-0 z-40 hidden cursor-pointer rounded-tl px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:block"
+                >
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </a>
+              )}
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+};

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

@@ -10,7 +10,10 @@ export interface DocumentSigningRecipientContextValue {
    * In regular mode, this is the actual signer.
    * In assistant mode, this is the recipient who is helping fill out the document.
    */
-  recipient: Recipient | RecipientWithFields;
+  recipient: Pick<
+    Recipient | RecipientWithFields,
+    'name' | 'email' | 'token' | 'role' | 'authOptions'
+  >;
 
   /**
    * Only present in assistant mode.
@@ -29,7 +32,10 @@ const DocumentSigningRecipientContext = createContext<DocumentSigningRecipientCo
 );
 
 export interface DocumentSigningRecipientProviderProps extends PropsWithChildren {
-  recipient: Recipient | RecipientWithFields;
+  recipient: Pick<
+    Recipient | RecipientWithFields,
+    'name' | 'email' | 'token' | 'role' | 'authOptions'
+  >;
   targetSigner?: RecipientWithFields | null;
 }
 

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

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import type { Document } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { useSearchParams } from 'react-router';
@@ -37,15 +36,17 @@ const ZRejectDocumentFormSchema = z.object({
 type TRejectDocumentFormSchema = z.infer<typeof ZRejectDocumentFormSchema>;
 
 export interface DocumentSigningRejectDialogProps {
-  document: Pick<Document, 'id'>;
+  documentId: number;
   token: string;
   onRejected?: (reason: string) => void | Promise<void>;
+  trigger?: React.ReactNode;
 }
 
 export function DocumentSigningRejectDialog({
-  document,
+  documentId,
   token,
   onRejected,
+  trigger,
 }: DocumentSigningRejectDialogProps) {
   const { toast } = useToast();
   const navigate = useNavigate();
@@ -66,7 +67,7 @@ export function DocumentSigningRejectDialog({
   const onRejectDocument = async ({ reason }: TRejectDocumentFormSchema) => {
     try {
       await rejectDocumentWithToken({
-        documentId: document.id,
+        documentId,
         token,
         reason,
       });
@@ -109,9 +110,11 @@ export function DocumentSigningRejectDialog({
   return (
     <Dialog open={isOpen} onOpenChange={setIsOpen}>
       <DialogTrigger asChild>
-        <Button variant="outline">
-          <Trans>Reject Document</Trans>
-        </Button>
+        {trigger ?? (
+          <Button variant="outline">
+            <Trans>Reject Document</Trans>
+          </Button>
+        )}
       </DialogTrigger>
 
       <DialogContent>

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

@@ -0,0 +1,410 @@
+import { createContext, useContext, useMemo, useState } from 'react';
+
+import {
+  EnvelopeType,
+  type Field,
+  FieldType,
+  type Recipient,
+  RecipientRole,
+  SigningStatus,
+} from '@prisma/client';
+import { prop, sortBy } from 'remeda';
+
+import { isBase64Image } from '@documenso/lib/constants/signatures';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import type { EnvelopeForSigningResponse } from '@documenso/lib/server-only/envelope/get-envelope-for-recipient-signing';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import {
+  isFieldUnsignedAndRequired,
+  isRequiredField,
+} from '@documenso/lib/utils/advanced-fields-helpers';
+import { extractFieldInsertionValues } from '@documenso/lib/utils/envelope-signing';
+import { trpc } from '@documenso/trpc/react';
+import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
+
+export type EnvelopeSigningContextValue = {
+  isDirectTemplate: boolean;
+
+  fullName: string;
+  setFullName: (_value: string) => void;
+  email: string;
+  setEmail: (_value: string) => void;
+  signature: string | null;
+  setSignature: (_value: string | null) => void;
+
+  showPendingFieldTooltip: boolean;
+  setShowPendingFieldTooltip: (_value: boolean) => void;
+
+  envelopeData: EnvelopeForSigningResponse;
+  envelope: EnvelopeForSigningResponse['envelope'];
+
+  recipient: EnvelopeForSigningResponse['recipient'];
+  recipientFieldsRemaining: Field[];
+  recipientFields: Field[];
+  requiredRecipientFields: Field[];
+  selectedAssistantRecipientFields: Field[];
+  nextRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
+  otherRecipientCompletedFields: (Field & {
+    recipient: Pick<Recipient, 'name' | 'email' | 'signingStatus' | 'role'>;
+  })[];
+  assistantRecipients: EnvelopeForSigningResponse['envelope']['recipients'];
+  assistantFields: Field[];
+  setSelectedAssistantRecipientId: (_value: number | null) => void;
+  selectedAssistantRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
+
+  signField: (
+    _fieldId: number,
+    _value: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => Promise<Pick<Field, 'id' | 'inserted'>>;
+};
+
+const EnvelopeSigningContext = createContext<EnvelopeSigningContextValue | null>(null);
+
+export const useEnvelopeSigningContext = () => {
+  return useContext(EnvelopeSigningContext);
+};
+
+export const useRequiredEnvelopeSigningContext = () => {
+  const context = useEnvelopeSigningContext();
+
+  if (!context) {
+    throw new Error('Signing context is required');
+  }
+
+  return context;
+};
+
+export interface EnvelopeSigningProviderProps {
+  fullName?: string | null;
+  email?: string | null;
+  signature?: string | null;
+  envelopeData: EnvelopeForSigningResponse;
+  children: React.ReactNode;
+}
+
+export const EnvelopeSigningProvider = ({
+  fullName: initialFullName,
+  email: initialEmail,
+  signature: initialSignature,
+  envelopeData: initialEnvelopeData,
+  children,
+}: EnvelopeSigningProviderProps) => {
+  const [envelopeData, setEnvelopeData] = useState(initialEnvelopeData);
+
+  const { envelope, recipient } = envelopeData;
+
+  const [fullName, setFullName] = useState(initialFullName || '');
+  const [email, setEmail] = useState(initialEmail || '');
+
+  const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
+
+  const isDirectTemplate = envelope.type === EnvelopeType.TEMPLATE;
+
+  const { mutateAsync: signEnvelopeField } = trpc.envelope.field.sign.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (data) => {
+      setEnvelopeData((prev) => ({
+        ...prev,
+        envelope: {
+          ...prev.envelope,
+          recipients: prev.envelope.recipients.map((recipient) =>
+            recipient.id === data.signedField.recipientId
+              ? {
+                  ...recipient,
+                  fields: recipient.fields.map((field) =>
+                    field.id === data.signedField.id ? data.signedField : field,
+                  ),
+                }
+              : recipient,
+          ),
+        },
+        recipient: {
+          ...prev.recipient,
+          fields: prev.recipient.fields.map((field) =>
+            field.id === data.signedField.id ? data.signedField : field,
+          ),
+        },
+      }));
+    },
+  });
+
+  // Ensure the user signature doesn't show up if it's not allowed.
+  const [signature, setSignature] = useState(
+    (() => {
+      const sig = initialSignature || '';
+      const isBase64 = isBase64Image(sig);
+
+      if (
+        !sig &&
+        (envelope.documentMeta.uploadSignatureEnabled ||
+          envelope.documentMeta.drawSignatureEnabled) &&
+        envelopeData.recipientSignature?.signatureImageAsBase64
+      ) {
+        return envelopeData.recipientSignature.signatureImageAsBase64;
+      }
+
+      if (
+        !sig &&
+        envelope.documentMeta.typedSignatureEnabled &&
+        envelopeData.recipientSignature?.typedSignature
+      ) {
+        return envelopeData.recipientSignature.typedSignature;
+      }
+
+      if (
+        isBase64 &&
+        (envelope.documentMeta.uploadSignatureEnabled || envelope.documentMeta.drawSignatureEnabled)
+      ) {
+        return sig;
+      }
+
+      if (!isBase64 && envelope.documentMeta.typedSignatureEnabled) {
+        return sig;
+      }
+
+      return null;
+    })(),
+  );
+
+  /**
+   * The fields that are still required to be signed by the actual recipient.
+   */
+  const recipientFieldsRemaining = useMemo(() => {
+    const requiredFields = envelopeData.recipient.fields
+      .filter((field) => isFieldUnsignedAndRequired(field))
+      .map((field) => {
+        const envelopeItem = envelope.envelopeItems.find(
+          (item) => item.id === field.envelopeItemId,
+        );
+
+        if (!envelopeItem) {
+          throw new Error('Missing envelope item');
+        }
+
+        return {
+          ...field,
+          envelopeItemOrder: envelopeItem.order,
+        };
+      });
+
+    return sortBy(
+      requiredFields,
+      [prop('envelopeItemOrder'), 'asc'],
+      [prop('page'), 'asc'],
+      [prop('positionY'), 'asc'],
+    );
+  }, [envelopeData.recipient.fields]);
+
+  /**
+   * All the required fields for the actual recipient.
+   */
+  const requiredRecipientFields = useMemo(() => {
+    return envelopeData.recipient.fields.filter((field) => isRequiredField(field));
+  }, [envelopeData.recipient.fields]);
+
+  /**
+   * All the fields for the actual recipient.
+   */
+  const recipientFields = useMemo(() => {
+    return envelopeData.recipient.fields;
+  }, [envelopeData.recipient.fields]);
+
+  /**
+   * Assistant recipients are those that have a signing order after the assistant.
+   */
+  const assistantRecipients =
+    recipient.role === RecipientRole.ASSISTANT
+      ? envelope.recipients.filter((r) => (r.signingOrder ?? 0) > (recipient.signingOrder ?? 0))
+      : [];
+
+  /**
+   * Assistant fields are those fulfill all of the following:
+   * - From recipients that have not signed
+   * - After the assistant signing order
+   * - Are not signature fields
+   */
+  const assistantFields =
+    recipient.role === RecipientRole.ASSISTANT
+      ? assistantRecipients
+          .filter((r) => r.signingStatus !== SigningStatus.SIGNED)
+          .map((r) => r.fields.filter((field) => field.type !== FieldType.SIGNATURE))
+          .flat()
+      : [];
+
+  /**
+   * The recipient that the assistant has currently selected to sign on behalf of.
+   */
+  const [selectedAssistantRecipientId, setSelectedAssistantRecipientId] = useState<number | null>(
+    assistantRecipients[0]?.id || null,
+  );
+
+  const selectedAssistantRecipient = useMemo(() => {
+    return envelope.recipients.find((r) => r.id === selectedAssistantRecipientId) || null;
+  }, [envelope.recipients, selectedAssistantRecipientId]);
+
+  const selectedAssistantRecipientFields = useMemo(() => {
+    return assistantFields.filter((field) => field.recipientId === selectedAssistantRecipient?.id);
+  }, [recipientFields, selectedAssistantRecipient]);
+
+  /**
+   * Fields that have been completed by other recipients.
+   */
+  const otherRecipientCompletedFields = envelope.recipients
+    .filter(({ signingStatus }) => signingStatus === SigningStatus.SIGNED)
+    .flatMap((recipient) =>
+      recipient.fields.map((field) => ({
+        ...field,
+        recipient: {
+          name: recipient.name,
+          email: recipient.email,
+          signingStatus: recipient.signingStatus,
+          role: recipient.role,
+        },
+      })),
+    )
+    .filter((field) => field.inserted);
+
+  const nextRecipient = useMemo(() => {
+    if (
+      !envelope.documentMeta.signingOrder ||
+      envelope.documentMeta.signingOrder !== 'SEQUENTIAL'
+    ) {
+      return null;
+    }
+
+    const sortedRecipients = envelope.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 === recipient.id);
+
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : null;
+  }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
+
+  const signField = async (
+    fieldId: number,
+    fieldValue: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => {
+    // Set the field locally for direct templates.
+    if (isDirectTemplate) {
+      const signedField = handleDirectTemplateFieldInsertion(fieldId, fieldValue);
+
+      return signedField;
+    }
+
+    const { signedField } = await signEnvelopeField({
+      token: envelopeData.recipient.token,
+      fieldId,
+      fieldValue,
+      authOptions,
+    });
+
+    return signedField;
+  };
+
+  const handleDirectTemplateFieldInsertion = (
+    fieldId: number,
+    fieldValue: TSignEnvelopeFieldValue,
+  ) => {
+    const foundField = recipient.fields.find((field) => field.id === fieldId);
+
+    if (!foundField) {
+      throw new Error('Not possible');
+    }
+
+    const insertionValues = extractFieldInsertionValues({
+      fieldValue,
+      field: foundField,
+      documentMeta: envelope.documentMeta,
+    });
+
+    const updatedField = {
+      ...foundField,
+      ...insertionValues,
+    };
+
+    if (fieldValue.type === FieldType.SIGNATURE) {
+      const isBase64 = isBase64Image(fieldValue.value || '');
+
+      updatedField.signature = fieldValue.value
+        ? {
+            signatureImageAsBase64: isBase64 ? fieldValue.value : null,
+            typedSignature: isBase64 ? null : fieldValue.value,
+            recipientId: recipient.id,
+            created: new Date(),
+            // Dummy IDs.
+            id: 0,
+            fieldId: 0,
+          }
+        : null;
+    }
+
+    setEnvelopeData((prev) => ({
+      ...prev,
+      envelope: {
+        ...prev.envelope,
+        recipients: prev.envelope.recipients.map((r) =>
+          r.id === recipient.id
+            ? {
+                ...r,
+                fields: r.fields.map((field) => (field.id === fieldId ? updatedField : field)),
+              }
+            : r,
+        ),
+      },
+      recipient: {
+        ...prev.recipient,
+        fields: prev.recipient.fields.map((field) => (field.id === fieldId ? updatedField : field)),
+      },
+    }));
+
+    return updatedField;
+  };
+
+  return (
+    <EnvelopeSigningContext.Provider
+      value={{
+        isDirectTemplate,
+        fullName,
+        setFullName,
+        email,
+        setEmail,
+        signature,
+        setSignature,
+        envelopeData,
+        envelope,
+
+        showPendingFieldTooltip,
+        setShowPendingFieldTooltip,
+
+        recipient,
+        recipientFieldsRemaining,
+        recipientFields,
+        requiredRecipientFields,
+        nextRecipient,
+
+        otherRecipientCompletedFields,
+        assistantRecipients,
+        assistantFields,
+        setSelectedAssistantRecipientId,
+        selectedAssistantRecipient,
+        selectedAssistantRecipientFields,
+
+        signField,
+      }}
+    >
+      {children}
+    </EnvelopeSigningContext.Provider>
+  );
+};
+
+EnvelopeSigningProvider.displayName = 'EnvelopeSigningProvider';

apps/remix/app/components/general/document/document-attachments-popover.tsx

@@ -0,0 +1,248 @@
+import { useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Paperclip, Plus, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DocumentAttachmentsPopoverProps = {
+  envelopeId: string;
+  buttonClassName?: string;
+  buttonSize?: 'sm' | 'default';
+};
+
+const ZAttachmentFormSchema = z.object({
+  label: z.string().min(1, 'Label is required'),
+  url: z.string().url('Must be a valid URL'),
+});
+
+type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
+
+export const DocumentAttachmentsPopover = ({
+  envelopeId,
+  buttonClassName,
+  buttonSize,
+}: DocumentAttachmentsPopoverProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [isAdding, setIsAdding] = useState(false);
+
+  const utils = trpc.useUtils();
+
+  const { data: attachments } = trpc.envelope.attachment.find.useQuery({
+    envelopeId,
+  });
+
+  const { mutateAsync: createAttachment, isPending: isCreating } =
+    trpc.envelope.attachment.create.useMutation({
+      onSuccess: () => {
+        void utils.envelope.attachment.find.invalidate({ envelopeId });
+      },
+    });
+
+  const { mutateAsync: deleteAttachment } = trpc.envelope.attachment.delete.useMutation({
+    onSuccess: () => {
+      void utils.envelope.attachment.find.invalidate({ envelopeId });
+    },
+  });
+
+  const form = useForm<TAttachmentFormSchema>({
+    resolver: zodResolver(ZAttachmentFormSchema),
+    defaultValues: {
+      label: '',
+      url: '',
+    },
+  });
+
+  const onSubmit = async (data: TAttachmentFormSchema) => {
+    try {
+      await createAttachment({
+        envelopeId,
+        data: {
+          label: data.label,
+          data: data.url,
+        },
+      });
+
+      form.reset();
+
+      setIsAdding(false);
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Attachment added successfully.`),
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: error.message,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onDeleteAttachment = async (id: string) => {
+    try {
+      await deleteAttachment({ id });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Attachment removed successfully.`),
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: error.message,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button variant="outline" className={cn('gap-2', buttonClassName)} size={buttonSize}>
+          <Paperclip className="h-4 w-4" />
+
+          <span>
+            <Trans>Attachments</Trans>
+            {attachments && attachments.data.length > 0 && (
+              <span className="ml-1">({attachments.data.length})</span>
+            )}
+          </span>
+        </Button>
+      </PopoverTrigger>
+
+      <PopoverContent className="w-96" align="end">
+        <div className="space-y-4">
+          <div>
+            <h4 className="font-medium">
+              <Trans>Attachments</Trans>
+            </h4>
+            <p className="text-muted-foreground mt-1 text-sm">
+              <Trans>Add links to relevant documents or resources.</Trans>
+            </p>
+          </div>
+
+          {attachments && attachments.data.length > 0 && (
+            <div className="space-y-2">
+              {attachments?.data.map((attachment) => (
+                <div
+                  key={attachment.id}
+                  className="border-border flex items-center justify-between rounded-md border p-2"
+                >
+                  <div className="min-w-0 flex-1">
+                    <p className="truncate text-sm font-medium">{attachment.label}</p>
+                    <a
+                      href={attachment.data}
+                      target="_blank"
+                      rel="noopener noreferrer"
+                      className="text-muted-foreground hover:text-foreground truncate text-xs underline"
+                    >
+                      {attachment.data}
+                    </a>
+                  </div>
+
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    onClick={() => void onDeleteAttachment(attachment.id)}
+                    className="ml-2 h-8 w-8 p-0"
+                  >
+                    <X className="h-4 w-4" />
+                  </Button>
+                </div>
+              ))}
+            </div>
+          )}
+
+          {!isAdding && (
+            <Button
+              variant="outline"
+              size="sm"
+              className="w-full"
+              onClick={() => setIsAdding(true)}
+            >
+              <Plus className="mr-2 h-4 w-4" />
+              <Trans>Add Attachment</Trans>
+            </Button>
+          )}
+
+          {isAdding && (
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-3">
+                <FormField
+                  control={form.control}
+                  name="label"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input placeholder={_(msg`Label`)} {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={form.control}
+                  name="url"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input type="url" placeholder={_(msg`URL`)} {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <div className="flex gap-2">
+                  <Button
+                    type="button"
+                    variant="outline"
+                    size="sm"
+                    className="flex-1"
+                    onClick={() => {
+                      setIsAdding(false);
+                      form.reset();
+                    }}
+                  >
+                    <Trans>Cancel</Trans>
+                  </Button>
+                  <Button type="submit" size="sm" className="flex-1" loading={isCreating}>
+                    <Trans>Add</Trans>
+                  </Button>
+                </div>
+              </form>
+            </Form>
+          )}
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

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

@@ -1,10 +1,17 @@
 import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData } from '@prisma/client';
+import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { DownloadIcon } from 'lucide-react';
 import { DateTime } from 'luxon';
 
+import {
+  EnvelopeRenderProvider,
+  useCurrentEnvelopeRender,
+} from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -16,45 +23,52 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
-import { ShareDocumentDownloadButton } from '../share-document-download-button';
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+
+import { EnvelopeRendererFileSelector } from '../envelope-editor/envelope-file-selector';
+import EnvelopeGenericPageRenderer from '../envelope-editor/envelope-generic-page-renderer';
 
 export type DocumentCertificateQRViewProps = {
   documentId: number;
   title: string;
-  documentData: DocumentData;
-  password?: string | null;
+  internalVersion: number;
+  envelopeItems: (EnvelopeItem & { documentData: DocumentData })[];
+  documentTeamUrl: string;
   recipientCount?: number;
   completedDate?: Date;
+  token: string;
 };
 
 export const DocumentCertificateQRView = ({
   documentId,
   title,
-  documentData,
-  password,
+  internalVersion,
+  envelopeItems,
+  documentTeamUrl,
   recipientCount = 0,
   completedDate,
+  token,
 }: DocumentCertificateQRViewProps) => {
-  const { data: documentUrl } = trpc.shareLink.getDocumentInternalUrlForQRCode.useQuery({
+  const { data: documentViaUser } = trpc.document.get.useQuery({
     documentId,
   });
 
-  const [isDialogOpen, setIsDialogOpen] = useState(() => !!documentUrl);
+  const [isDialogOpen, setIsDialogOpen] = useState(() => !!documentViaUser);
 
   const formattedDate = completedDate
     ? DateTime.fromJSDate(completedDate).toLocaleString(DateTime.DATETIME_MED)
     : '';
 
   useEffect(() => {
-    if (documentUrl) {
+    if (documentViaUser) {
       setIsDialogOpen(true);
     }
-  }, [documentUrl]);
+  }, [documentViaUser]);
 
   return (
     <div className="mx-auto w-full max-w-screen-md">
       {/* Dialog for internal document link */}
-      {documentUrl && (
+      {documentViaUser && (
         <Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
           <DialogContent>
             <DialogHeader>
@@ -72,7 +86,11 @@ export const DocumentCertificateQRView = ({
 
             <DialogFooter className="flex flex-row justify-end gap-2">
               <Button asChild>
-                <a href={documentUrl} target="_blank" rel="noopener noreferrer">
+                <a
+                  href={`${formatDocumentsPath(documentTeamUrl)}/${documentViaUser.envelopeId}`}
+                  target="_blank"
+                  rel="noopener noreferrer"
+                >
                   <Trans>Go to document</Trans>
                 </a>
               </Button>
@@ -81,6 +99,76 @@ export const DocumentCertificateQRView = ({
         </Dialog>
       )}
 
+      {internalVersion === 2 ? (
+        <EnvelopeRenderProvider envelope={{ envelopeItems }} token={token}>
+          <DocumentCertificateQrV2
+            title={title}
+            recipientCount={recipientCount}
+            formattedDate={formattedDate}
+            token={token}
+          />
+        </EnvelopeRenderProvider>
+      ) : (
+        <>
+          <div className="flex w-full flex-col justify-between gap-4 md:flex-row md:items-end">
+            <div className="space-y-1">
+              <h1 className="text-xl font-medium">{title}</h1>
+              <div className="text-muted-foreground flex flex-col gap-0.5 text-sm">
+                <p>
+                  <Trans>{recipientCount} recipients</Trans>
+                </p>
+
+                <p>
+                  <Trans>Completed on {formattedDate}</Trans>
+                </p>
+              </div>
+            </div>
+
+            <EnvelopeDownloadDialog
+              envelopeId={envelopeItems[0].envelopeId}
+              envelopeStatus={DocumentStatus.COMPLETED}
+              envelopeItems={envelopeItems}
+              token={token}
+              trigger={
+                <Button type="button" variant="outline" className="flex-1">
+                  <DownloadIcon className="mr-2 h-5 w-5" />
+                  <Trans>Download</Trans>
+                </Button>
+              }
+            />
+          </div>
+
+          <div className="mt-12 w-full">
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
+            />
+          </div>
+        </>
+      )}
+    </div>
+  );
+};
+
+type DocumentCertificateQrV2Props = {
+  title: string;
+  recipientCount: number;
+  formattedDate: string;
+  token: string;
+};
+
+const DocumentCertificateQrV2 = ({
+  title,
+  recipientCount,
+  formattedDate,
+  token,
+}: DocumentCertificateQrV2Props) => {
+  const { currentEnvelopeItem, envelopeItems } = useCurrentEnvelopeRender();
+
+  return (
+    <div className="flex min-h-screen flex-col items-start">
       <div className="flex w-full flex-col justify-between gap-4 md:flex-row md:items-end">
         <div className="space-y-1">
           <h1 className="text-xl font-medium">{title}</h1>
@@ -95,11 +183,24 @@ export const DocumentCertificateQRView = ({
           </div>
         </div>
 
-        <ShareDocumentDownloadButton title={title} documentData={documentData} />
+        <EnvelopeDownloadDialog
+          envelopeId={envelopeItems[0].envelopeId}
+          envelopeStatus={DocumentStatus.COMPLETED}
+          envelopeItems={envelopeItems}
+          token={token}
+          trigger={
+            <Button type="button" variant="outline" className="flex-1">
+              <DownloadIcon className="mr-2 h-5 w-5" />
+              <Trans>Download</Trans>
+            </Button>
+          }
+        />
       </div>
 
       <div className="mt-12 w-full">
-        <PDFViewer key={documentData.id} documentData={documentData} password={password} />
+        <EnvelopeRendererFileSelector className="mb-4 p-0" fields={[]} secondaryOverride={''} />
+
+        <PDFViewerKonvaLazy renderer="preview" customPageRenderer={EnvelopeGenericPageRenderer} />
       </div>
     </div>
   );

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

@@ -16,9 +16,9 @@ import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/l
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -62,14 +62,18 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
-
-      const { id } = await createDocument({
+      const payload = {
         title: file.name,
-        documentDataId: response.id,
-        timezone: userTimezone, // Note: When migrating to v2 document upload remember to pass this through as a 'userTimezone' field.
+        timezone: userTimezone,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateDocumentPayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createDocument(formData);
 
       void refreshLimits();
 
@@ -95,6 +99,10 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
           AppErrorCode.LIMIT_EXCEEDED,
           () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
         )
+        .with(
+          'ENVELOPE_ITEM_LIMIT_EXCEEDED',
+          () => msg`You have reached the limit of the number of files per envelope`,
+        )
         .otherwise(() => msg`An error occurred while uploading your document.`);
 
       toast({

apps/remix/app/components/general/document/document-edit-form.tsx

@@ -83,7 +83,7 @@ export const DocumentEditForm = ({
     },
   });
 
-  const { mutateAsync: addFields } = trpc.field.addFields.useMutation({
+  const { mutateAsync: addFields } = trpc.field.setFieldsForDocument.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: ({ fields: newFields }) => {
       utils.document.get.setData(
@@ -230,6 +230,7 @@ export const DocumentEditForm = ({
         documentId: document.id,
         recipients: data.signers.map((signer) => ({
           ...signer,
+          id: signer.nativeId,
           // Explicitly set to null to indicate we want to remove auth if required.
           actionAuth: signer.actionAuth ?? [],
         })),
@@ -253,6 +254,7 @@ export const DocumentEditForm = ({
           documentId: document.id,
           recipients: data.signers.map((signer) => ({
             ...signer,
+            id: signer.nativeId,
             // Explicitly set to null to indicate we want to remove auth if required.
             actionAuth: signer.actionAuth ?? [],
           })),
@@ -292,7 +294,11 @@ export const DocumentEditForm = ({
   const saveFieldsData = async (data: TAddFieldsFormSchema) => {
     return addFields({
       documentId: document.id,
-      fields: data.fields,
+      fields: data.fields.map((field) => ({
+        ...field,
+        id: field.nativeId,
+        envelopeItemId: document.documentData.envelopeItemId,
+      })),
     });
   };
 
@@ -388,7 +394,7 @@ export const DocumentEditForm = ({
           duration: 5000,
         });
       } else {
-        await navigate(`${documentRootPath}/${document.id}`);
+        await navigate(`${documentRootPath}/${document.envelopeId}`);
       }
     } catch (err) {
       console.error(err);
@@ -435,9 +441,10 @@ export const DocumentEditForm = ({
       >
         <CardContent className="p-2">
           <PDFViewer
-            key={document.documentData.id}
-            documentData={document.documentData}
-            document={document}
+            key={document.envelopeItems[0].id}
+            envelopeItem={document.envelopeItems[0]}
+            token={undefined}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

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

@@ -1,79 +1,41 @@
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, Team, User } from '@prisma/client';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
 import { CheckCircle, Download, EyeIcon, Pencil } from 'lucide-react';
 import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 
 export type DocumentPageViewButtonProps = {
-  document: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-    team: Pick<Team, 'id' | 'url'>;
-  };
+  envelope: TEnvelope;
 };
 
-export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps) => {
+export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps) => {
   const { user } = useSession();
 
-  const { toast } = useToast();
-  const { _ } = useLingui();
-
-  const recipient = document.recipients.find((recipient) => recipient.email === user.email);
+  const recipient = envelope.recipients.find((recipient) => recipient.email === user.email);
 
   const isRecipient = !!recipient;
-  const isPending = document.status === DocumentStatus.PENDING;
-  const isComplete = isDocumentCompleted(document);
+  const isPending = envelope.status === DocumentStatus.PENDING;
+  const isComplete = isDocumentCompleted(envelope);
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
 
-  const documentsPath = formatDocumentsPath(document.team.url);
-  const formatPath = `${documentsPath}/${document.id}/edit`;
-
-  const onDownloadClick = async () => {
-    try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: document.id,
-        },
-        {
-          context: {
-            teamId: document.team?.id?.toString(),
-          },
-        },
-      );
-
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
-        throw new Error('No document available');
-      }
-
-      await downloadPDF({ documentData, fileName: documentWithData.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
+  const documentsPath = formatDocumentsPath(envelope.team.url);
+  const formatPath = `${documentsPath}/${envelope.id}/edit`;
 
   return match({
     isRecipient,
     isPending,
     isComplete,
     isSigned,
+    internalVersion: envelope.internalVersion,
   })
     .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
       <Button className="w-full" asChild>
@@ -108,10 +70,18 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
       </Button>
     ))
     .with({ isComplete: true }, () => (
-      <Button className="w-full" onClick={onDownloadClick}>
-        <Download className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
+      <EnvelopeDownloadDialog
+        envelopeId={envelope.id}
+        envelopeStatus={envelope.status}
+        envelopeItems={envelope.envelopeItems}
+        token={recipient?.token}
+        trigger={
+          <Button className="w-full">
+            <Download className="-ml-1 mr-2 inline h-4 w-4" />
+            <Trans>Download</Trans>
+          </Button>
+        }
+      />
     ))
     .otherwise(() => null);
 };

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

@@ -1,9 +1,7 @@
 import { useState } from 'react';
 
-import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, Team, User } from '@prisma/client';
 import { DocumentStatus } from '@prisma/client';
 import {
   Copy,
@@ -17,11 +15,11 @@ import {
 } from 'lucide-react';
 import { Link, useNavigate } from 'react-router';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
   DropdownMenu,
@@ -35,18 +33,15 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
 import { DocumentDuplicateDialog } from '~/components/dialogs/document-duplicate-dialog';
 import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
 import { useCurrentTeam } from '~/providers/team';
 
 export type DocumentPageViewDropdownProps = {
-  document: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+  envelope: TEnvelope;
 };
 
-export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownProps) => {
+export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownProps) => {
   const { user } = useSession();
   const { toast } = useToast();
   const { _ } = useLingui();
@@ -57,77 +52,19 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
 
-  const recipient = document.recipients.find((recipient) => recipient.email === user.email);
+  const recipient = envelope.recipients.find((recipient) => recipient.email === user.email);
 
-  const isOwner = document.user.id === user.id;
-  const isDraft = document.status === DocumentStatus.DRAFT;
-  const isPending = document.status === DocumentStatus.PENDING;
-  const isDeleted = document.deletedAt !== null;
-  const isComplete = isDocumentCompleted(document);
-  const isCurrentTeamDocument = team && document.team?.url === team.url;
+  const isOwner = envelope.userId === user.id;
+  const isDraft = envelope.status === DocumentStatus.DRAFT;
+  const isPending = envelope.status === DocumentStatus.PENDING;
+  const isDeleted = envelope.deletedAt !== null;
+  const isComplete = isDocumentCompleted(envelope);
+  const isCurrentTeamDocument = team && envelope.teamId === team.id;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const onDownloadClick = async () => {
-    try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: document.id,
-        },
-        {
-          context: {
-            teamId: team?.id?.toString(),
-          },
-        },
-      );
-
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: document.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onDownloadOriginalClick = async () => {
-    try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: document.id,
-        },
-        {
-          context: {
-            teamId: team?.id?.toString(),
-          },
-        },
-      );
-
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: document.title, version: 'original' });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const nonSignedRecipients = document.recipients.filter((item) => item.signingStatus !== 'SIGNED');
+  const nonSignedRecipients = envelope.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
     <DropdownMenu>
@@ -142,27 +79,30 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
         {(isOwner || isCurrentTeamDocument) && !isComplete && (
           <DropdownMenuItem asChild>
-            <Link to={`${documentsPath}/${document.id}/edit`}>
+            <Link to={`${documentsPath}/${envelope.id}/edit`}>
               <Edit className="mr-2 h-4 w-4" />
               <Trans>Edit</Trans>
             </Link>
           </DropdownMenuItem>
         )}
 
-        {isComplete && (
-          <DropdownMenuItem onClick={onDownloadClick}>
-            <Download className="mr-2 h-4 w-4" />
-            <Trans>Download</Trans>
-          </DropdownMenuItem>
-        )}
-
-        <DropdownMenuItem onClick={onDownloadOriginalClick}>
-          <Download className="mr-2 h-4 w-4" />
-          <Trans>Download Original</Trans>
-        </DropdownMenuItem>
+        <EnvelopeDownloadDialog
+          envelopeId={envelope.id}
+          envelopeStatus={envelope.status}
+          token={recipient?.token}
+          envelopeItems={envelope.envelopeItems}
+          trigger={
+            <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+              <div>
+                <Download className="mr-2 h-4 w-4" />
+                <Trans>Download</Trans>
+              </div>
+            </DropdownMenuItem>
+          }
+        />
 
         <DropdownMenuItem asChild>
-          <Link to={`${documentsPath}/${document.id}/logs`}>
+          <Link to={`${documentsPath}/${envelope.id}/logs`}>
             <ScrollTextIcon className="mr-2 h-4 w-4" />
             <Trans>Audit Logs</Trans>
           </Link>
@@ -184,7 +124,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
         {canManageDocument && (
           <DocumentRecipientLinkCopyDialog
-            recipients={document.recipients}
+            recipients={envelope.recipients}
             trigger={
               <DropdownMenuItem
                 disabled={!isPending || isDeleted}
@@ -197,10 +137,16 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
           />
         )}
 
-        <DocumentResendDialog document={document} recipients={nonSignedRecipients} />
+        <DocumentResendDialog
+          document={{
+            ...envelope,
+            id: mapSecondaryIdToDocumentId(envelope.secondaryId),
+          }}
+          recipients={nonSignedRecipients}
+        />
 
         <DocumentShareButton
-          documentId={document.id}
+          documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
           token={isOwner ? undefined : recipient?.token}
           trigger={({ loading, disabled }) => (
             <DropdownMenuItem disabled={disabled || isDraft} onSelect={(e) => e.preventDefault()}>
@@ -214,9 +160,9 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
       </DropdownMenuContent>
 
       <DocumentDeleteDialog
-        id={document.id}
-        status={document.status}
-        documentTitle={document.title}
+        id={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+        status={envelope.status}
+        documentTitle={envelope.title}
         open={isDeleteDialogOpen}
         canManageDocument={canManageDocument}
         onOpenChange={setDeleteDialogOpen}
@@ -227,7 +173,8 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
       {isDuplicateDialogOpen && (
         <DocumentDuplicateDialog
-          id={document.id}
+          id={envelope.id}
+          token={recipient?.token}
           open={isDuplicateDialogOpen}
           onOpenChange={setDuplicateDialogOpen}
         />

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

@@ -3,21 +3,18 @@ import { useMemo } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, User } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 
 export type DocumentPageViewInformationProps = {
   userId: number;
-  document: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-  };
+  envelope: TEnvelope;
 };
 
 export const DocumentPageViewInformation = ({
-  document,
+  envelope,
   userId,
 }: DocumentPageViewInformationProps) => {
   const isMounted = useIsMounted();
@@ -29,23 +26,23 @@ export const DocumentPageViewInformation = ({
       {
         description: msg`Uploaded by`,
         value:
-          userId === document.userId ? _(msg`You`) : (document.user.name ?? document.user.email),
+          userId === envelope.userId ? _(msg`You`) : (envelope.user.name ?? envelope.user.email),
       },
       {
         description: msg`Created`,
-        value: DateTime.fromJSDate(document.createdAt)
+        value: DateTime.fromJSDate(envelope.createdAt)
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toFormat('MMMM d, yyyy'),
       },
       {
         description: msg`Last modified`,
-        value: DateTime.fromJSDate(document.updatedAt)
+        value: DateTime.fromJSDate(envelope.updatedAt)
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [isMounted, document, userId]);
+  }, [isMounted, envelope, userId]);
 
   return (
     <section className="dark:bg-background text-foreground border-border bg-widget flex flex-col rounded-xl border">

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

@@ -1,8 +1,10 @@
+import { useEffect, useState } from 'react';
+
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
-import type { Document, Recipient } from '@prisma/client';
+import { TooltipArrow } from '@radix-ui/react-tooltip';
 import {
   AlertTriangle,
   CheckIcon,
@@ -13,10 +15,11 @@ import {
   PlusIcon,
   UserIcon,
 } from 'lucide-react';
-import { Link } from 'react-router';
+import { Link, useSearchParams } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatSigningLink } from '@documenso/lib/utils/recipients';
 import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
@@ -24,23 +27,43 @@ import { SignatureIcon } from '@documenso/ui/icons/signature';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { PopoverHover } from '@documenso/ui/primitives/popover';
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentPageViewRecipientsProps = {
-  document: Document & {
-    recipients: Recipient[];
-  };
+  envelope: TEnvelope;
   documentRootPath: string;
 };
 
 export const DocumentPageViewRecipients = ({
-  document,
+  envelope,
   documentRootPath,
 }: DocumentPageViewRecipientsProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const [searchParams, setSearchParams] = useSearchParams();
 
-  const recipients = document.recipients;
+  const recipients = envelope.recipients;
+  const [shouldHighlightCopyButtons, setShouldHighlightCopyButtons] = useState(false);
+
+  // Check for action=view-tokens query parameter and set highlighting state
+  useEffect(() => {
+    const hasViewTokensAction = searchParams.get('action') === 'copy-links';
+
+    if (hasViewTokensAction) {
+      setShouldHighlightCopyButtons(true);
+
+      // Remove the query parameter immediately
+      const params = new URLSearchParams(searchParams);
+      params.delete('action');
+      setSearchParams(params);
+    }
+  }, [searchParams, setSearchParams]);
 
   return (
     <section className="dark:bg-background border-border bg-widget flex flex-col rounded-xl border">
@@ -49,9 +72,9 @@ export const DocumentPageViewRecipients = ({
           <Trans>Recipients</Trans>
         </h1>
 
-        {!isDocumentCompleted(document.status) && (
+        {!isDocumentCompleted(envelope.status) && (
           <Link
-            to={`${documentRootPath}/${document.id}/edit?step=signers`}
+            to={`${documentRootPath}/${envelope.id}/edit?step=signers`}
             title={_(msg`Modify recipients`)}
             className="flex flex-row items-center justify-between"
           >
@@ -71,7 +94,7 @@ export const DocumentPageViewRecipients = ({
           </li>
         )}
 
-        {recipients.map((recipient) => (
+        {recipients.map((recipient, i) => (
           <li key={recipient.id} className="flex items-center justify-between px-4 py-2.5 text-sm">
             <AvatarWithText
               avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
@@ -84,7 +107,7 @@ export const DocumentPageViewRecipients = ({
             />
 
             <div className="flex flex-row items-center">
-              {document.status !== DocumentStatus.DRAFT &&
+              {envelope.status !== DocumentStatus.DRAFT &&
                 recipient.signingStatus === SigningStatus.SIGNED && (
                   <Badge variant="default">
                     {match(recipient.role)
@@ -95,7 +118,7 @@ export const DocumentPageViewRecipients = ({
                         </>
                       ))
                       .with(RecipientRole.CC, () =>
-                        document.status === DocumentStatus.COMPLETED ? (
+                        envelope.status === DocumentStatus.COMPLETED ? (
                           <>
                             <MailIcon className="mr-1 h-3 w-3" />
                             <Trans>Sent</Trans>
@@ -130,7 +153,7 @@ export const DocumentPageViewRecipients = ({
                   </Badge>
                 )}
 
-              {document.status !== DocumentStatus.DRAFT &&
+              {envelope.status !== DocumentStatus.DRAFT &&
                 recipient.signingStatus === SigningStatus.NOT_SIGNED && (
                   <Badge variant="secondary">
                     <Clock className="mr-1 h-3 w-3" />
@@ -138,7 +161,7 @@ export const DocumentPageViewRecipients = ({
                   </Badge>
                 )}
 
-              {document.status !== DocumentStatus.DRAFT &&
+              {envelope.status !== DocumentStatus.DRAFT &&
                 recipient.signingStatus === SigningStatus.REJECTED && (
                   <PopoverHover
                     trigger={
@@ -158,18 +181,36 @@ export const DocumentPageViewRecipients = ({
                   </PopoverHover>
                 )}
 
-              {document.status === DocumentStatus.PENDING &&
+              {envelope.status === DocumentStatus.PENDING &&
                 recipient.signingStatus === SigningStatus.NOT_SIGNED &&
                 recipient.role !== RecipientRole.CC && (
-                  <CopyTextButton
-                    value={formatSigningLink(recipient.token)}
-                    onCopySuccess={() => {
-                      toast({
-                        title: _(msg`Copied to clipboard`),
-                        description: _(msg`The signing link has been copied to your clipboard.`),
-                      });
-                    }}
-                  />
+                  <TooltipProvider>
+                    <Tooltip open={shouldHighlightCopyButtons && i === 0}>
+                      <TooltipTrigger asChild>
+                        <div
+                          className={shouldHighlightCopyButtons ? 'animate-pulse' : ''}
+                          onClick={() => setShouldHighlightCopyButtons(false)}
+                        >
+                          <CopyTextButton
+                            value={formatSigningLink(recipient.token)}
+                            onCopySuccess={() => {
+                              toast({
+                                title: _(msg`Copied to clipboard`),
+                                description: _(
+                                  msg`The signing link has been copied to your clipboard.`,
+                                ),
+                              });
+                              setShouldHighlightCopyButtons(false);
+                            }}
+                          />
+                        </div>
+                      </TooltipTrigger>
+                      <TooltipContent sideOffset={2}>
+                        <Trans>Copy Signing Links</Trans>
+                        <TooltipArrow className="fill-background" />
+                      </TooltipContent>
+                    </Tooltip>
+                  </TooltipProvider>
                 )}
             </div>
           </li>

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

@@ -13,9 +13,9 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
 import {
@@ -28,11 +28,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
-export type DocumentUploadDropzoneProps = {
+export type DocumentUploadButtonProps = {
   className?: string;
 };
 
-export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProps) => {
+export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
@@ -73,14 +73,18 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
-
-      const { id } = await createDocument({
+      const payload = {
         title: file.name,
-        documentDataId: response.id,
-        timezone: userTimezone, // Note: When migrating to v2 document upload remember to pass this through as a 'userTimezone' field.
+        timezone: userTimezone,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateDocumentPayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createDocument(formData);
 
       void refreshLimits();
 
@@ -108,6 +112,10 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
           AppErrorCode.LIMIT_EXCEEDED,
           () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
         )
+        .with(
+          'ENVELOPE_ITEM_LIMIT_EXCEEDED',
+          () => msg`You have reached the limit of the number of files per envelope`,
+        )
         .otherwise(() => msg`An error occurred while uploading your document.`);
 
       toast({
@@ -140,7 +148,7 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
                 loading={isLoading}
                 disabled={remaining.documents === 0 || !user.emailVerified}
                 disabledMessage={disabledMessage}
-                onDrop={onFileDrop}
+                onDrop={async (files) => onFileDrop(files[0])}
                 onDropRejected={onFileDropRejected}
               />
             </div>

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

@@ -0,0 +1,205 @@
+import { useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
+import { ErrorCode as DropzoneErrorCode, type FileRejection } from 'react-dropzone';
+import { useNavigate } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
+import { cn } from '@documenso/ui/lib/utils';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export type EnvelopeUploadButtonProps = {
+  className?: string;
+  type: EnvelopeType;
+  folderId?: string;
+};
+
+/**
+ * Upload an envelope
+ */
+export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUploadButtonProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { user } = useSession();
+
+  const team = useCurrentTeam();
+
+  const navigate = useNavigate();
+  const organisation = useCurrentOrganisation();
+
+  const userTimezone = TIME_ZONES.find(
+    (timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone,
+  );
+
+  const { quota, remaining, refreshLimits, maximumEnvelopeItemCount } = useLimits();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  const { mutateAsync: createEnvelope } = trpc.envelope.create.useMutation();
+
+  const disabledMessage = useMemo(() => {
+    if (organisation.subscription && remaining.documents === 0) {
+      return msg`Document upload disabled due to unpaid invoices`;
+    }
+
+    if (remaining.documents === 0) {
+      return msg`You have reached your document limit.`;
+    }
+
+    if (!user.emailVerified) {
+      return msg`Verify your email to upload documents.`;
+    }
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [remaining.documents, user.emailVerified, team]);
+
+  const onFileDrop = async (files: File[]) => {
+    try {
+      setIsLoading(true);
+
+      const payload = {
+        folderId,
+        type,
+        title: files[0].name,
+        meta: {
+          timezone: userTimezone,
+        },
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      for (const file of files) {
+        formData.append('files', file);
+      }
+
+      const { id } = await createEnvelope(formData).catch((error) => {
+        console.error(error);
+
+        throw error;
+      });
+
+      void refreshLimits();
+
+      const pathPrefix =
+        type === EnvelopeType.DOCUMENT
+          ? formatDocumentsPath(team.url)
+          : formatTemplatesPath(team.url);
+
+      await navigate(`${pathPrefix}/${id}/edit`);
+
+      toast({
+        title: type === EnvelopeType.DOCUMENT ? t`Document uploaded` : t`Template uploaded`,
+        description:
+          type === EnvelopeType.DOCUMENT
+            ? t`Your document has been uploaded successfully.`
+            : t`Your template has been uploaded successfully.`,
+        duration: 5000,
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      console.error(err);
+
+      const errorMessage = match(error.code)
+        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
+        .with(
+          AppErrorCode.LIMIT_EXCEEDED,
+          () => t`You have reached your document limit for this month. Please upgrade your plan.`,
+        )
+        .with(
+          'ENVELOPE_ITEM_LIMIT_EXCEEDED',
+          () => t`You have reached the limit of the number of files per envelope`,
+        )
+        .otherwise(() => t`An error occurred while uploading your document.`);
+
+      toast({
+        title: t`Error`,
+        description: errorMessage,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onFileDropRejected = (fileRejections: FileRejection[]) => {
+    const maxItemsReached = fileRejections.some((fileRejection) =>
+      fileRejection.errors.some((error) => error.code === DropzoneErrorCode.TooManyFiles),
+    );
+
+    if (maxItemsReached) {
+      toast({
+        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        duration: 5000,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
+    toast({
+      title: t`Upload failed`,
+      description: t`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  return (
+    <div className={cn('relative', className)}>
+      <TooltipProvider>
+        <Tooltip>
+          <TooltipTrigger asChild>
+            <div>
+              <DocumentDropzone
+                loading={isLoading}
+                disabled={remaining.documents === 0 || !user.emailVerified}
+                disabledMessage={disabledMessage}
+                onDrop={onFileDrop}
+                onDropRejected={onFileDropRejected}
+                type="envelope"
+                maxFiles={maximumEnvelopeItemCount}
+              />
+            </div>
+          </TooltipTrigger>
+
+          {type === EnvelopeType.DOCUMENT &&
+            remaining.documents > 0 &&
+            Number.isFinite(remaining.documents) && (
+              <TooltipContent>
+                <p className="text-sm">
+                  <Trans>
+                    {remaining.documents} of {quota.documents} documents remaining this month.
+                  </Trans>
+                </p>
+              </TooltipContent>
+            )}
+        </Tooltip>
+      </TooltipProvider>
+    </div>
+  );
+};

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-drag-drop.tsx

@@ -0,0 +1,331 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { FieldType } from '@prisma/client';
+import {
+  CalendarIcon,
+  CheckSquareIcon,
+  ContactIcon,
+  DiscIcon,
+  HashIcon,
+  ListIcon,
+  MailIcon,
+  TextIcon,
+  UserIcon,
+} from 'lucide-react';
+
+import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
+import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { FIELD_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
+import { nanoid } from '@documenso/lib/universal/id';
+import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
+import { SignatureIcon } from '@documenso/ui/icons/signature';
+import { RECIPIENT_COLOR_STYLES } from '@documenso/ui/lib/recipient-colors';
+import { cn } from '@documenso/ui/lib/utils';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+
+const MIN_HEIGHT_PX = 12;
+const MIN_WIDTH_PX = 36;
+
+const DEFAULT_HEIGHT_PX = MIN_HEIGHT_PX * 2.5;
+const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
+
+export const fieldButtonList = [
+  {
+    type: FieldType.SIGNATURE,
+    icon: SignatureIcon,
+    name: msg`Signature`,
+    className: 'font-signature text-lg',
+  },
+  {
+    type: FieldType.EMAIL,
+    icon: MailIcon,
+    name: msg`Email`,
+  },
+  {
+    type: FieldType.NAME,
+    icon: UserIcon,
+    name: msg`Name`,
+  },
+  {
+    type: FieldType.INITIALS,
+    icon: ContactIcon,
+    name: msg`Initials`,
+  },
+  {
+    type: FieldType.DATE,
+    icon: CalendarIcon,
+    name: msg`Date`,
+  },
+  {
+    type: FieldType.TEXT,
+    icon: TextIcon,
+    name: msg`Text`,
+  },
+  {
+    type: FieldType.NUMBER,
+    icon: HashIcon,
+    name: msg`Number`,
+  },
+  {
+    type: FieldType.RADIO,
+    icon: DiscIcon,
+    name: msg`Radio`,
+  },
+  {
+    type: FieldType.CHECKBOX,
+    icon: CheckSquareIcon,
+    name: msg`Checkbox`,
+  },
+  {
+    type: FieldType.DROPDOWN,
+    icon: ListIcon,
+    name: msg`Dropdown`,
+  },
+];
+
+type EnvelopeEditorFieldDragDropProps = {
+  selectedRecipientId: number | null;
+  selectedEnvelopeItemId: string | null;
+};
+
+export const EnvelopeEditorFieldDragDrop = ({
+  selectedRecipientId,
+  selectedEnvelopeItemId,
+}: EnvelopeEditorFieldDragDropProps) => {
+  const { envelope, editorFields, isTemplate, getRecipientColorKey } = useCurrentEnvelopeEditor();
+
+  const { t } = useLingui();
+
+  const [selectedField, setSelectedField] = useState<FieldType | null>(null);
+
+  const { isWithinPageBounds, getPage } = useDocumentElement();
+
+  const isFieldsDisabled = useMemo(() => {
+    const selectedSigner = envelope.recipients.find(
+      (recipient) => recipient.id === selectedRecipientId,
+    );
+    const fields = envelope.fields;
+
+    if (!selectedSigner) {
+      return true;
+    }
+
+    // Allow fields to be modified for templates regardless of anything.
+    if (isTemplate) {
+      return false;
+    }
+
+    return !canRecipientFieldsBeModified(selectedSigner, fields);
+  }, [selectedRecipientId, envelope.recipients, envelope.fields]);
+
+  const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
+  const [coords, setCoords] = useState({
+    x: 0,
+    y: 0,
+  });
+
+  const fieldBounds = useRef({
+    height: 0,
+    width: 0,
+  });
+
+  const onMouseMove = useCallback(
+    (event: MouseEvent) => {
+      setIsFieldWithinBounds(
+        isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        ),
+      );
+
+      setCoords({
+        x: event.clientX - fieldBounds.current.width / 2,
+        y: event.clientY - fieldBounds.current.height / 2,
+      });
+    },
+    [isWithinPageBounds],
+  );
+
+  const onMouseClick = useCallback(
+    (event: MouseEvent) => {
+      if (!selectedField || !selectedRecipientId || !selectedEnvelopeItemId) {
+        return;
+      }
+
+      const $page = getPage(event, PDF_VIEWER_PAGE_SELECTOR);
+
+      if (
+        !$page ||
+        !isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        )
+      ) {
+        setSelectedField(null);
+        return;
+      }
+
+      const { top, left, height, width } = getBoundingClientRect($page);
+
+      console.log({
+        top,
+        left,
+        height,
+        width,
+        rawPageX: event.pageX,
+        rawPageY: event.pageY,
+      });
+
+      const pageNumber = parseInt($page.getAttribute('data-page-number') ?? '1', 10);
+
+      // Calculate x and y as a percentage of the page width and height
+      let pageX = ((event.pageX - left) / width) * 100;
+      let pageY = ((event.pageY - top) / height) * 100;
+
+      // Get the bounds as a percentage of the page width and height
+      const fieldPageWidth = (fieldBounds.current.width / width) * 100;
+      const fieldPageHeight = (fieldBounds.current.height / height) * 100;
+
+      // And center it based on the bounds
+      pageX -= fieldPageWidth / 2;
+      pageY -= fieldPageHeight / 2;
+
+      const field = {
+        formId: nanoid(12),
+        envelopeItemId: selectedEnvelopeItemId,
+        type: selectedField,
+        page: pageNumber,
+        positionX: pageX,
+        positionY: pageY,
+        width: fieldPageWidth,
+        height: fieldPageHeight,
+        recipientId: selectedRecipientId,
+        fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[selectedField]),
+      };
+
+      editorFields.addField(field);
+
+      setIsFieldWithinBounds(false);
+      setSelectedField(null);
+    },
+    [
+      isWithinPageBounds,
+      selectedField,
+      selectedRecipientId,
+      selectedEnvelopeItemId,
+      getPage,
+      editorFields,
+    ],
+  );
+
+  useEffect(() => {
+    const observer = new MutationObserver((_mutations) => {
+      const $page = document.querySelector(PDF_VIEWER_PAGE_SELECTOR);
+
+      if (!$page) {
+        return;
+      }
+
+      fieldBounds.current = {
+        height: Math.max(DEFAULT_HEIGHT_PX),
+        width: Math.max(DEFAULT_WIDTH_PX),
+      };
+    });
+
+    observer.observe(document.body, {
+      childList: true,
+      subtree: true,
+    });
+
+    return () => {
+      observer.disconnect();
+    };
+  }, []);
+
+  useEffect(() => {
+    if (selectedField) {
+      window.addEventListener('mousemove', onMouseMove);
+      window.addEventListener('mouseup', onMouseClick);
+    }
+
+    return () => {
+      window.removeEventListener('mousemove', onMouseMove);
+      window.removeEventListener('mouseup', onMouseClick);
+    };
+  }, [onMouseClick, onMouseMove, selectedField]);
+
+  const selectedRecipientColor = useMemo(() => {
+    return selectedRecipientId ? getRecipientColorKey(selectedRecipientId) : 'green';
+  }, [selectedRecipientId, getRecipientColorKey]);
+
+  return (
+    <>
+      <div className="grid grid-cols-2 gap-x-2 gap-y-2.5">
+        {fieldButtonList.map((field) => (
+          <button
+            disabled={isFieldsDisabled}
+            key={field.type}
+            type="button"
+            onClick={() => setSelectedField(field.type)}
+            onMouseDown={() => setSelectedField(field.type)}
+            data-selected={selectedField === field.type ? true : undefined}
+            className={cn(
+              'border-border group flex h-12 cursor-pointer items-center justify-center rounded-lg border px-4 transition-colors',
+              RECIPIENT_COLOR_STYLES[selectedRecipientColor].fieldButton,
+            )}
+          >
+            <p
+              className={cn(
+                'text-muted-foreground font-noto group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
+                field.className,
+                {
+                  'group-hover:text-recipient-green': selectedRecipientColor === 'green',
+                  'group-hover:text-recipient-blue': selectedRecipientColor === 'blue',
+                  'group-hover:text-recipient-purple': selectedRecipientColor === 'purple',
+                  'group-hover:text-recipient-orange': selectedRecipientColor === 'orange',
+                  'group-hover:text-recipient-yellow': selectedRecipientColor === 'yellow',
+                  'group-hover:text-recipient-pink': selectedRecipientColor === 'pink',
+                },
+              )}
+            >
+              {field.type !== FieldType.SIGNATURE && <field.icon className="h-4 w-4" />}
+              {t(field.name)}
+            </p>
+          </button>
+        ))}
+      </div>
+
+      {selectedField && (
+        <div
+          className={cn(
+            'text-muted-foreground dark:text-muted-background font-noto pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white ring-2 transition duration-200 [container-type:size]',
+            RECIPIENT_COLOR_STYLES[selectedRecipientColor].base,
+            selectedField === FieldType.SIGNATURE && 'font-signature',
+            {
+              '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
+              'dark:text-black/60': isFieldWithinBounds,
+            },
+          )}
+          style={{
+            top: coords.y,
+            left: coords.x,
+            height: fieldBounds.current.height,
+            width: fieldBounds.current.width,
+          }}
+        >
+          <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
+            {t(FRIENDLY_FIELD_TYPE[selectedField])}
+          </span>
+        </div>
+      )}
+    </>
+  );
+};

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

@@ -0,0 +1,645 @@
+import { useEffect, useMemo, useRef, useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import type { FieldType } from '@prisma/client';
+import Konva from 'konva';
+import type { KonvaEventObject } from 'konva/lib/Node';
+import type { Transformer } from 'konva/lib/shapes/Transformer';
+import { CopyPlusIcon, SquareStackIcon, TrashIcon } from 'lucide-react';
+
+import type { TLocalField } from '@documenso/lib/client-only/hooks/use-editor-fields';
+import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { FIELD_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
+import {
+  MIN_FIELD_HEIGHT_PX,
+  MIN_FIELD_WIDTH_PX,
+  convertPixelToPercentage,
+} from '@documenso/lib/universal/field-renderer/field-renderer';
+import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
+import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
+import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
+
+import { fieldButtonList } from './envelope-editor-fields-drag-drop';
+
+export default function EnvelopeEditorFieldsPageRenderer() {
+  const { t, i18n } = useLingui();
+  const { envelope, editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
+  const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
+
+  const interactiveTransformer = useRef<Transformer | null>(null);
+
+  const [selectedKonvaFieldGroups, setSelectedKonvaFieldGroups] = useState<Konva.Group[]>([]);
+
+  const [isFieldChanging, setIsFieldChanging] = useState(false);
+  const [pendingFieldCreation, setPendingFieldCreation] = useState<Konva.Rect | null>(null);
+
+  const {
+    stage,
+    pageLayer,
+    canvasElement,
+    konvaContainer,
+    pageContext,
+    scaledViewport,
+    unscaledViewport,
+  } = usePageRenderer(({ stage, pageLayer }) => createPageCanvas(stage, pageLayer));
+
+  const { _className, scale } = pageContext;
+
+  const localPageFields = useMemo(
+    () =>
+      editorFields.localFields.filter(
+        (field) =>
+          field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
+      ),
+    [editorFields.localFields, pageContext.pageNumber],
+  );
+
+  const handleResizeOrMove = (event: KonvaEventObject<Event>) => {
+    const { current: container } = canvasElement;
+
+    if (!container) {
+      return;
+    }
+
+    const isDragEvent = event.type === 'dragend';
+
+    const fieldGroup = event.target as Konva.Group;
+    const fieldFormId = fieldGroup.id();
+
+    // Note: This values are scaled.
+    const {
+      width: fieldPixelWidth,
+      height: fieldPixelHeight,
+      x: fieldX,
+      y: fieldY,
+    } = fieldGroup.getClientRect({
+      skipStroke: true,
+      skipShadow: true,
+    });
+
+    const pageHeight = scaledViewport.height;
+    const pageWidth = scaledViewport.width;
+
+    // Calculate x and y as a percentage of the page width and height
+    const positionPercentX = (fieldX / pageWidth) * 100;
+    const positionPercentY = (fieldY / pageHeight) * 100;
+
+    // Get the bounds as a percentage of the page width and height
+    const fieldPageWidth = (fieldPixelWidth / pageWidth) * 100;
+    const fieldPageHeight = (fieldPixelHeight / pageHeight) * 100;
+
+    const fieldUpdates: Partial<TLocalField> = {
+      positionX: positionPercentX,
+      positionY: positionPercentY,
+    };
+
+    // Do not update the width/height unless the field has actually been resized.
+    // This is because our calculations will shift the width/height slightly
+    // due to the way we convert between pixel and percentage.
+    if (!isDragEvent) {
+      fieldUpdates.width = fieldPageWidth;
+      fieldUpdates.height = fieldPageHeight;
+    }
+
+    editorFields.updateFieldByFormId(fieldFormId, fieldUpdates);
+
+    // Select the field if it is not already selected.
+    if (isDragEvent && interactiveTransformer.current?.nodes().length === 0) {
+      setSelectedFields([fieldGroup]);
+    }
+
+    pageLayer.current?.batchDraw();
+  };
+
+  const unsafeRenderFieldOnLayer = (field: TLocalField) => {
+    if (!pageLayer.current) {
+      return;
+    }
+
+    const recipient = envelope.recipients.find((r) => r.id === field.recipientId);
+    const isFieldEditable =
+      recipient !== undefined && canRecipientFieldsBeModified(recipient, envelope.fields);
+
+    const { fieldGroup } = renderField({
+      scale,
+      pageLayer: pageLayer.current,
+      field: {
+        renderId: field.formId,
+        ...field,
+        customText: '',
+        inserted: false,
+        fieldMeta: field.fieldMeta,
+      },
+      translations: getClientSideFieldTranslations(i18n),
+      pageWidth: unscaledViewport.width,
+      pageHeight: unscaledViewport.height,
+      color: getRecipientColorKey(field.recipientId),
+      editable: isFieldEditable,
+      mode: 'edit',
+    });
+
+    if (!isFieldEditable) {
+      return;
+    }
+
+    fieldGroup.off('click');
+    fieldGroup.off('transformend');
+    fieldGroup.off('dragend');
+
+    // Set up field selection.
+    fieldGroup.on('click', () => {
+      removePendingField();
+      setSelectedFields([fieldGroup]);
+      pageLayer.current?.batchDraw();
+    });
+
+    fieldGroup.on('transformend', handleResizeOrMove);
+    fieldGroup.on('dragend', handleResizeOrMove);
+  };
+
+  const renderFieldOnLayer = (field: TLocalField) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
+  /**
+   * Initialize the Konva page canvas and all fields and interactions.
+   */
+  const createPageCanvas = (currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
+    // Initialize snap guides layer
+    // snapGuideLayer.current = initializeSnapGuides(stage.current);
+
+    // Add transformer for resizing and rotating.
+    interactiveTransformer.current = createInteractiveTransformer(currentStage, currentPageLayer);
+
+    // Render the fields.
+    for (const field of localPageFields) {
+      renderFieldOnLayer(field);
+    }
+
+    // Handle stage click to deselect.
+    currentStage.on('mousedown', (e) => {
+      removePendingField();
+
+      if (e.target === stage.current) {
+        setSelectedFields([]);
+        currentPageLayer.batchDraw();
+      }
+    });
+
+    // When an item is dragged, select it automatically.
+    const onDragStartOrEnd = (e: KonvaEventObject<Event>) => {
+      removePendingField();
+
+      if (!e.target.hasName('field-group')) {
+        return;
+      }
+
+      setIsFieldChanging(e.type === 'dragstart');
+
+      const itemAlreadySelected = (interactiveTransformer.current?.nodes() || []).includes(
+        e.target,
+      );
+
+      // Do nothing and allow the transformer to handle it.
+      // Required so when multiple items are selected, this won't deselect them.
+      if (itemAlreadySelected) {
+        return;
+      }
+
+      setSelectedFields([e.target]);
+    };
+
+    currentStage.on('dragstart', onDragStartOrEnd);
+    currentStage.on('dragend', onDragStartOrEnd);
+    currentStage.on('transformstart', () => setIsFieldChanging(true));
+    currentStage.on('transformend', () => setIsFieldChanging(false));
+
+    currentPageLayer.batchDraw();
+  };
+
+  /**
+   * Creates an interactive transformer for the fields.
+   *
+   * Allows:
+   * - Resizing
+   * - Moving
+   * - Selecting multiple fields
+   * - Selecting empty area to create fields
+   */
+  const createInteractiveTransformer = (
+    currentStage: Konva.Stage,
+    currentPageLayer: Konva.Layer,
+  ) => {
+    const transformer = new Konva.Transformer({
+      rotateEnabled: false,
+      keepRatio: false,
+      shouldOverdrawWholeArea: true,
+      ignoreStroke: true,
+      flipEnabled: false,
+      boundBoxFunc: (oldBox, newBox) => {
+        // Enforce minimum size
+        if (newBox.width < 30 || newBox.height < 20) {
+          return oldBox;
+        }
+
+        return newBox;
+      },
+    });
+
+    currentPageLayer.add(transformer);
+
+    // Add selection rectangle.
+    const selectionRectangle = new Konva.Rect({
+      fill: 'rgba(24, 160, 251, 0.3)',
+      visible: false,
+    });
+    currentPageLayer.add(selectionRectangle);
+
+    let x1: number;
+    let y1: number;
+    let x2: number;
+    let y2: number;
+
+    currentStage.on('mousedown touchstart', (e) => {
+      // do nothing if we mousedown on any shape
+      if (e.target !== currentStage) {
+        return;
+      }
+
+      const pointerPosition = currentStage.getPointerPosition();
+
+      if (!pointerPosition) {
+        return;
+      }
+
+      x1 = pointerPosition.x / scale;
+      y1 = pointerPosition.y / scale;
+      x2 = pointerPosition.x / scale;
+      y2 = pointerPosition.y / scale;
+
+      selectionRectangle.setAttrs({
+        x: x1,
+        y: y1,
+        width: 0,
+        height: 0,
+        visible: true,
+      });
+    });
+
+    currentStage.on('mousemove touchmove', () => {
+      // do nothing if we didn't start selection
+      if (!selectionRectangle.visible()) {
+        return;
+      }
+
+      selectionRectangle.moveToTop();
+
+      const pointerPosition = currentStage.getPointerPosition();
+
+      if (!pointerPosition) {
+        return;
+      }
+
+      x2 = pointerPosition.x / scale;
+      y2 = pointerPosition.y / scale;
+
+      selectionRectangle.setAttrs({
+        x: Math.min(x1, x2),
+        y: Math.min(y1, y2),
+        width: Math.abs(x2 - x1),
+        height: Math.abs(y2 - y1),
+      });
+    });
+
+    currentStage.on('mouseup touchend', () => {
+      // do nothing if we didn't start selection
+      if (!selectionRectangle.visible()) {
+        return;
+      }
+
+      // Update visibility in timeout, so we can check it in click event
+      setTimeout(() => {
+        selectionRectangle.visible(false);
+      });
+
+      const stageFieldGroups = currentStage.find('.field-group') || [];
+      const box = selectionRectangle.getClientRect();
+      const selectedFieldGroups = stageFieldGroups.filter(
+        (shape) => Konva.Util.haveIntersection(box, shape.getClientRect()) && shape.draggable(),
+      );
+      setSelectedFields(selectedFieldGroups);
+
+      const unscaledBoxWidth = box.width / scale;
+      const unscaledBoxHeight = box.height / scale;
+
+      // Create a field if no items are selected or the size is too small.
+      if (
+        selectedFieldGroups.length === 0 &&
+        canvasElement.current &&
+        unscaledBoxWidth > MIN_FIELD_WIDTH_PX &&
+        unscaledBoxHeight > MIN_FIELD_HEIGHT_PX &&
+        editorFields.selectedRecipient &&
+        canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields)
+      ) {
+        const pendingFieldCreation = new Konva.Rect({
+          name: 'pending-field-creation',
+          x: box.x / scale,
+          y: box.y / scale,
+          width: unscaledBoxWidth,
+          height: unscaledBoxHeight,
+          fill: 'rgba(24, 160, 251, 0.3)',
+        });
+
+        currentPageLayer.add(pendingFieldCreation);
+        setPendingFieldCreation(pendingFieldCreation);
+      }
+    });
+
+    // Clicks should select/deselect shapes
+    currentStage.on('click tap', function (e) {
+      // if we are selecting with rect, do nothing
+      if (
+        selectionRectangle.visible() &&
+        selectionRectangle.width() > 0 &&
+        selectionRectangle.height() > 0
+      ) {
+        return;
+      }
+
+      // If empty area clicked, remove all selections
+      if (e.target === stage.current) {
+        setSelectedFields([]);
+        return;
+      }
+
+      // Do nothing if field not clicked, or if field is not editable
+      if (!e.target.hasName('field-group') || e.target.draggable() === false) {
+        return;
+      }
+
+      // do we pressed shift or ctrl?
+      const metaPressed = e.evt.shiftKey || e.evt.ctrlKey || e.evt.metaKey;
+      const isSelected = transformer.nodes().indexOf(e.target) >= 0;
+
+      if (!metaPressed && !isSelected) {
+        // if no key pressed and the node is not selected
+        // select just one
+        setSelectedFields([e.target]);
+      } else if (metaPressed && isSelected) {
+        // if we pressed keys and node was selected
+        // we need to remove it from selection:
+        const nodes = transformer.nodes().slice(); // use slice to have new copy of array
+        // remove node from array
+        nodes.splice(nodes.indexOf(e.target), 1);
+        setSelectedFields(nodes);
+      } else if (metaPressed && !isSelected) {
+        // add the node into selection
+        const nodes = transformer.nodes().concat([e.target]);
+        setSelectedFields(nodes);
+      }
+    });
+
+    return transformer;
+  };
+
+  /**
+   * Render fields when they are added or removed from the localFields.
+   */
+  useEffect(() => {
+    if (!pageLayer.current || !stage.current) {
+      return;
+    }
+
+    // If doesn't exist in localFields, destroy it since it's been deleted.
+    pageLayer.current.find('Group').forEach((group) => {
+      if (
+        group.name() === 'field-group' &&
+        !localPageFields.some((field) => field.formId === group.id())
+      ) {
+        group.destroy();
+      }
+    });
+
+    // If it exists, rerender.
+    localPageFields.forEach((field) => {
+      renderFieldOnLayer(field);
+    });
+
+    // Rerender the transformer
+    interactiveTransformer.current?.forceUpdate();
+
+    pageLayer.current.batchDraw();
+  }, [localPageFields]);
+
+  const setSelectedFields = (nodes: Konva.Node[]) => {
+    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+    const fieldGroups = nodes.filter((node) => node.hasName('field-group')) as Konva.Group[];
+
+    interactiveTransformer.current?.nodes(fieldGroups);
+    setSelectedKonvaFieldGroups(fieldGroups);
+
+    if (fieldGroups.length === 0 || fieldGroups.length > 1) {
+      editorFields.setSelectedField(null);
+    }
+
+    // Handle single field selection.
+    if (fieldGroups.length === 1) {
+      const fieldGroup = fieldGroups[0];
+
+      editorFields.setSelectedField(fieldGroup.id());
+      fieldGroup.moveToTop();
+    }
+  };
+
+  const deletedSelectedFields = () => {
+    const fieldFormids = selectedKonvaFieldGroups
+      .map((field) => field.id())
+      .filter((field) => field !== undefined);
+
+    editorFields.removeFieldsByFormId(fieldFormids);
+
+    setSelectedFields([]);
+  };
+
+  const duplicatedSelectedFields = () => {
+    const fields = selectedKonvaFieldGroups
+      .map((field) => editorFields.getFieldByFormId(field.id()))
+      .filter((field) => field !== undefined);
+
+    for (const field of fields) {
+      editorFields.duplicateField(field);
+    }
+  };
+
+  const duplicatedSelectedFieldsOnAllPages = () => {
+    const fields = selectedKonvaFieldGroups
+      .map((field) => editorFields.getFieldByFormId(field.id()))
+      .filter((field) => field !== undefined);
+
+    for (const field of fields) {
+      editorFields.duplicateFieldToAllPages(field);
+    }
+
+    setSelectedFields([]);
+  };
+
+  /**
+   * Create a field from a pending field.
+   */
+  const createFieldFromPendingTemplate = (pendingFieldCreation: Konva.Rect, type: FieldType) => {
+    const pixelWidth = pendingFieldCreation.width();
+    const pixelHeight = pendingFieldCreation.height();
+    const pixelX = pendingFieldCreation.x();
+    const pixelY = pendingFieldCreation.y();
+
+    removePendingField();
+
+    if (!canvasElement.current || !currentEnvelopeItem || !editorFields.selectedRecipient) {
+      return;
+    }
+
+    const { fieldX, fieldY, fieldWidth, fieldHeight } = convertPixelToPercentage({
+      width: pixelWidth,
+      height: pixelHeight,
+      positionX: pixelX,
+      positionY: pixelY,
+      pageWidth: unscaledViewport.width,
+      pageHeight: unscaledViewport.height,
+    });
+
+    editorFields.addField({
+      envelopeItemId: currentEnvelopeItem.id,
+      page: pageContext.pageNumber,
+      type,
+      positionX: fieldX,
+      positionY: fieldY,
+      width: fieldWidth,
+      height: fieldHeight,
+      recipientId: editorFields.selectedRecipient.id,
+      fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[type]),
+    });
+  };
+
+  /**
+   * Remove any pending fields or rectangle on the canvas.
+   */
+  const removePendingField = () => {
+    setPendingFieldCreation(null);
+
+    const pendingFieldCreation = pageLayer.current?.find('.pending-field-creation') || [];
+
+    for (const field of pendingFieldCreation) {
+      field.destroy();
+    }
+  };
+
+  if (!currentEnvelopeItem) {
+    return null;
+  }
+
+  return (
+    <div
+      className="relative w-full"
+      key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
+    >
+      {selectedKonvaFieldGroups.length > 0 &&
+        interactiveTransformer.current &&
+        !isFieldChanging && (
+          <div
+            style={{
+              position: 'absolute',
+              top:
+                interactiveTransformer.current.y() +
+                interactiveTransformer.current.getClientRect().height +
+                5 +
+                'px',
+              left:
+                interactiveTransformer.current.x() +
+                interactiveTransformer.current.getClientRect().width / 2 +
+                'px',
+              transform: 'translateX(-50%)',
+              gap: '8px',
+              pointerEvents: 'auto',
+              zIndex: 50,
+            }}
+            className="group flex items-center justify-evenly gap-x-1 rounded-md border bg-gray-900 p-0.5"
+          >
+            <button
+              title={t`Duplicate`}
+              className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
+              onClick={() => duplicatedSelectedFields()}
+              onTouchEnd={() => duplicatedSelectedFields()}
+            >
+              <CopyPlusIcon className="h-3 w-3" />
+            </button>
+
+            <button
+              title={t`Duplicate on all pages`}
+              className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
+              onClick={() => duplicatedSelectedFieldsOnAllPages()}
+              onTouchEnd={() => duplicatedSelectedFieldsOnAllPages()}
+            >
+              <SquareStackIcon className="h-3 w-3" />
+            </button>
+
+            <button
+              title={t`Remove`}
+              className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
+              onClick={() => deletedSelectedFields()}
+              onTouchEnd={() => deletedSelectedFields()}
+            >
+              <TrashIcon className="h-3 w-3" />
+            </button>
+          </div>
+        )}
+
+      {pendingFieldCreation && (
+        <div
+          style={{
+            position: 'absolute',
+            top:
+              pendingFieldCreation.y() * scale +
+              pendingFieldCreation.getClientRect().height +
+              5 +
+              'px',
+            left:
+              pendingFieldCreation.x() * scale +
+              pendingFieldCreation.getClientRect().width / 2 +
+              'px',
+            transform: 'translateX(-50%)',
+            zIndex: 50,
+          }}
+          className="text-muted-foreground grid w-max grid-cols-5 gap-x-1 gap-y-0.5 rounded-md border bg-white p-1 shadow-sm"
+        >
+          {fieldButtonList.map((field) => (
+            <button
+              key={field.type}
+              onClick={() => createFieldFromPendingTemplate(pendingFieldCreation, field.type)}
+              className="hover:text-foreground col-span-1 w-full flex-shrink-0 rounded-sm px-2 py-1 text-xs hover:bg-gray-100"
+            >
+              {t(field.name)}
+            </button>
+          ))}
+        </div>
+      )}
+
+      {/* The element Konva will inject it's canvas into. */}
+      <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
+
+      {/* Canvas the PDF will be rendered on. */}
+      <canvas
+        className={`${_className}__canvas z-0`}
+        ref={canvasElement}
+        height={scaledViewport.height}
+        width={scaledViewport.width}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,285 @@
+import { lazy, useEffect, useMemo } from 'react';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { FieldType, RecipientRole } from '@prisma/client';
+import { FileTextIcon } from 'lucide-react';
+import { Link } from 'react-router';
+import { isDeepEqual } from 'remeda';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import type {
+  TCheckboxFieldMeta,
+  TDateFieldMeta,
+  TDropdownFieldMeta,
+  TEmailFieldMeta,
+  TFieldMetaSchema,
+  TInitialsFieldMeta,
+  TNameFieldMeta,
+  TNumberFieldMeta,
+  TRadioFieldMeta,
+  TSignatureFieldMeta,
+  TTextFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
+import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
+import { EditorFieldDropdownForm } from '~/components/forms/editor/editor-field-dropdown-form';
+import { EditorFieldEmailForm } from '~/components/forms/editor/editor-field-email-form';
+import { EditorFieldInitialsForm } from '~/components/forms/editor/editor-field-initials-form';
+import { EditorFieldNameForm } from '~/components/forms/editor/editor-field-name-form';
+import { EditorFieldNumberForm } from '~/components/forms/editor/editor-field-number-form';
+import { EditorFieldRadioForm } from '~/components/forms/editor/editor-field-radio-form';
+import { EditorFieldSignatureForm } from '~/components/forms/editor/editor-field-signature-form';
+import { EditorFieldTextForm } from '~/components/forms/editor/editor-field-text-form';
+
+import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
+import { EnvelopeRendererFileSelector } from './envelope-file-selector';
+
+const EnvelopeEditorFieldsPageRenderer = lazy(
+  async () => import('./envelope-editor-fields-page-renderer'),
+);
+
+const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
+  [FieldType.SIGNATURE]: msg`Signature Settings`,
+  [FieldType.FREE_SIGNATURE]: msg`Free Signature Settings`,
+  [FieldType.TEXT]: msg`Text Settings`,
+  [FieldType.DATE]: msg`Date Settings`,
+  [FieldType.EMAIL]: msg`Email Settings`,
+  [FieldType.NAME]: msg`Name Settings`,
+  [FieldType.INITIALS]: msg`Initials Settings`,
+  [FieldType.NUMBER]: msg`Number Settings`,
+  [FieldType.RADIO]: msg`Radio Settings`,
+  [FieldType.CHECKBOX]: msg`Checkbox Settings`,
+  [FieldType.DROPDOWN]: msg`Dropdown Settings`,
+};
+
+export const EnvelopeEditorFieldsPage = () => {
+  const { envelope, editorFields, relativePath } = useCurrentEnvelopeEditor();
+
+  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const { t } = useLingui();
+
+  const selectedField = useMemo(
+    () => structuredClone(editorFields.selectedField),
+    [editorFields.selectedField],
+  );
+
+  const updateSelectedFieldMeta = (fieldMeta: TFieldMetaSchema) => {
+    if (!selectedField) {
+      return;
+    }
+
+    const isMetaSame = isDeepEqual(selectedField.fieldMeta, fieldMeta);
+
+    // Todo: Envelopes - Clean up console logs.
+    if (!isMetaSame) {
+      console.log('TRIGGER UPDATE');
+      editorFields.updateFieldByFormId(selectedField.formId, {
+        fieldMeta,
+      });
+    } else {
+      console.log('DATA IS SAME, NO UPDATE');
+    }
+  };
+
+  /**
+   * Set the selected recipient to the first recipient in the envelope.
+   */
+  useEffect(() => {
+    const firstSelectableRecipient = envelope.recipients.find(
+      (recipient) =>
+        recipient.role === RecipientRole.SIGNER || recipient.role === RecipientRole.APPROVER,
+    );
+
+    editorFields.setSelectedRecipient(firstSelectableRecipient?.id ?? null);
+  }, []);
+
+  return (
+    <div className="relative flex h-full">
+      <div className="flex w-full flex-col overflow-y-auto">
+        {/* Horizontal envelope item selector */}
+        <EnvelopeRendererFileSelector fields={editorFields.localFields} />
+
+        {/* Document View */}
+        <div className="mt-4 flex flex-col items-center justify-center">
+          {envelope.recipients.length === 0 && (
+            <Alert
+              variant="neutral"
+              className="border-border bg-background mb-4 flex max-w-[800px] flex-row items-center justify-between space-y-0 rounded-sm border"
+            >
+              <div className="flex flex-col gap-1">
+                <AlertTitle>
+                  <Trans>Missing Recipients</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>You need at least one recipient to add fields</Trans>
+                </AlertDescription>
+              </div>
+
+              <Button asChild variant="outline">
+                <Link to={`${relativePath.editorPath}`}>
+                  <Trans>Add Recipients</Trans>
+                </Link>
+              </Button>
+            </Alert>
+          )}
+
+          {currentEnvelopeItem !== null ? (
+            <PDFViewerKonvaLazy
+              renderer="editor"
+              customPageRenderer={EnvelopeEditorFieldsPageRenderer}
+            />
+          ) : (
+            <div className="flex flex-col items-center justify-center py-32">
+              <FileTextIcon className="text-muted-foreground h-10 w-10" />
+              <p className="text-foreground mt-1 text-sm">
+                <Trans>No documents found</Trans>
+              </p>
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>Please upload a document to continue</Trans>
+              </p>
+            </div>
+          )}
+        </div>
+      </div>
+
+      {/* Right Section - Form Fields Panel */}
+      {currentEnvelopeItem && envelope.recipients.length > 0 && (
+        <div className="bg-background border-border sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l py-4">
+          {/* Recipient selector section. */}
+          <section className="px-4">
+            <h3 className="text-foreground mb-2 text-sm font-semibold">
+              <Trans>Selected Recipient</Trans>
+            </h3>
+
+            <RecipientSelector
+              selectedRecipient={editorFields.selectedRecipient}
+              onSelectedRecipientChange={(recipient) =>
+                editorFields.setSelectedRecipient(recipient.id)
+              }
+              recipients={envelope.recipients}
+              className="w-full"
+              align="end"
+            />
+
+            {editorFields.selectedRecipient &&
+              !canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields) && (
+                <Alert className="mt-4" variant="warning">
+                  <AlertDescription>
+                    <Trans>
+                      This recipient can no longer be modified as they have signed a field, or
+                      completed the document.
+                    </Trans>
+                  </AlertDescription>
+                </Alert>
+              )}
+          </section>
+
+          <Separator className="my-4" />
+
+          {/* Add fields section. */}
+          <section className="px-4">
+            <h3 className="text-foreground mb-2 text-sm font-semibold">
+              <Trans>Add Fields</Trans>
+            </h3>
+
+            <EnvelopeEditorFieldDragDrop
+              selectedRecipientId={editorFields.selectedRecipient?.id ?? null}
+              selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
+            />
+          </section>
+
+          {/* Field details section. */}
+          <AnimateGenericFadeInOut key={editorFields.selectedField?.formId}>
+            {selectedField && (
+              <section>
+                <Separator className="my-4" />
+
+                <div className="[&_label]:text-foreground/70 px-4 [&_label]:text-xs">
+                  <h3 className="text-sm font-semibold">
+                    {t(FieldSettingsTypeTranslations[selectedField.type])}
+                  </h3>
+
+                  {match(selectedField.type)
+                    .with(FieldType.SIGNATURE, () => (
+                      <EditorFieldSignatureForm
+                        value={selectedField?.fieldMeta as TSignatureFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.CHECKBOX, () => (
+                      <EditorFieldCheckboxForm
+                        value={selectedField?.fieldMeta as TCheckboxFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.DATE, () => (
+                      <EditorFieldDateForm
+                        value={selectedField?.fieldMeta as TDateFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.DROPDOWN, () => (
+                      <EditorFieldDropdownForm
+                        value={selectedField?.fieldMeta as TDropdownFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.EMAIL, () => (
+                      <EditorFieldEmailForm
+                        value={selectedField?.fieldMeta as TEmailFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.INITIALS, () => (
+                      <EditorFieldInitialsForm
+                        value={selectedField?.fieldMeta as TInitialsFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.NAME, () => (
+                      <EditorFieldNameForm
+                        value={selectedField?.fieldMeta as TNameFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.NUMBER, () => (
+                      <EditorFieldNumberForm
+                        value={selectedField?.fieldMeta as TNumberFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.RADIO, () => (
+                      <EditorFieldRadioForm
+                        value={selectedField?.fieldMeta as TRadioFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.TEXT, () => (
+                      <EditorFieldTextForm
+                        value={selectedField?.fieldMeta as TTextFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .otherwise(() => null)}
+                </div>
+              </section>
+            )}
+          </AnimateGenericFadeInOut>
+        </div>
+      )}
+    </div>
+  );
+};

apps/remix/app/components/general/envelope-editor/envelope-editor-header.tsx

@@ -0,0 +1,193 @@
+import { Trans, useLingui } from '@lingui/react/macro';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
+import {
+  AlertTriangleIcon,
+  Globe2Icon,
+  LockIcon,
+  RefreshCwIcon,
+  SendIcon,
+  SettingsIcon,
+} from 'lucide-react';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EnvelopeDistributeDialog } from '~/components/dialogs/envelope-distribute-dialog';
+import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
+import { TemplateUseDialog } from '~/components/dialogs/template-use-dialog';
+import { BrandingLogo } from '~/components/general/branding-logo';
+import { DocumentAttachmentsPopover } from '~/components/general/document/document-attachments-popover';
+import { EnvelopeEditorSettingsDialog } from '~/components/general/envelope-editor/envelope-editor-settings-dialog';
+
+import { TemplateDirectLinkBadge } from '../template/template-direct-link-badge';
+import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
+
+export default function EnvelopeEditorHeader() {
+  const { t } = useLingui();
+
+  const {
+    envelope,
+    isDocument,
+    isTemplate,
+    updateEnvelope,
+    autosaveError,
+    relativePath,
+    editorFields,
+  } = useCurrentEnvelopeEditor();
+
+  return (
+    <nav className="bg-background border-border w-full border-b px-4 py-3 md:px-6">
+      <div className="flex items-center justify-between">
+        <div className="flex items-center space-x-4">
+          <Link to="/">
+            <BrandingLogo className="h-6 w-auto" />
+          </Link>
+          <Separator orientation="vertical" className="h-6" />
+
+          <div className="flex items-center space-x-2">
+            <EnvelopeItemTitleInput
+              disabled={envelope.status !== DocumentStatus.DRAFT}
+              value={envelope.title}
+              onChange={(title) => {
+                updateEnvelope({
+                  data: {
+                    title,
+                  },
+                });
+              }}
+              placeholder={t`Envelope Title`}
+            />
+
+            {envelope.type === EnvelopeType.TEMPLATE && (
+              <>
+                {envelope.templateType === 'PRIVATE' ? (
+                  <Badge variant="secondary">
+                    <LockIcon className="mr-2 h-4 w-4 text-blue-600 dark:text-blue-300" />
+                    <Trans>Private Template</Trans>
+                  </Badge>
+                ) : (
+                  <Badge variant="default">
+                    <Globe2Icon className="mr-2 h-4 w-4 text-green-500 dark:text-green-300" />
+                    <Trans>Public Template</Trans>
+                  </Badge>
+                )}
+
+                {envelope.directLink?.token && (
+                  <TemplateDirectLinkBadge
+                    className="py-1"
+                    token={envelope.directLink.token}
+                    enabled={envelope.directLink.enabled}
+                  />
+                )}
+              </>
+            )}
+
+            {envelope.type === EnvelopeType.DOCUMENT &&
+              match(envelope.status)
+                .with(DocumentStatus.DRAFT, () => (
+                  <Badge variant="warning">
+                    <Trans>Draft</Trans>
+                  </Badge>
+                ))
+                .with(DocumentStatus.PENDING, () => (
+                  <Badge variant="secondary">
+                    <Trans>Pending</Trans>
+                  </Badge>
+                ))
+                .with(DocumentStatus.COMPLETED, () => (
+                  <Badge variant="default">
+                    <Trans>Completed</Trans>
+                  </Badge>
+                ))
+                .with(DocumentStatus.REJECTED, () => (
+                  <Badge variant="destructive">
+                    <Trans>Rejected</Trans>
+                  </Badge>
+                ))
+                .exhaustive()}
+
+            {autosaveError && (
+              <>
+                <Badge variant="destructive">
+                  <AlertTriangleIcon className="mr-2 h-4 w-4" />
+                  <Trans>Sync failed, changes not saved</Trans>
+                </Badge>
+
+                <button
+                  onClick={() => {
+                    window.location.reload();
+                  }}
+                >
+                  <Badge variant="destructive">
+                    <RefreshCwIcon className="mr-2 h-4 w-4" />
+                    <Trans>Reload</Trans>
+                  </Badge>
+                </button>
+              </>
+            )}
+          </div>
+        </div>
+
+        <div className="flex items-center space-x-2">
+          <DocumentAttachmentsPopover envelopeId={envelope.id} buttonSize="sm" />
+
+          <EnvelopeEditorSettingsDialog
+            trigger={
+              <Button variant="outline" size="sm">
+                <SettingsIcon className="h-4 w-4" />
+              </Button>
+            }
+          />
+
+          {isDocument && (
+            <>
+              <EnvelopeDistributeDialog
+                envelope={{
+                  ...envelope,
+                  fields: editorFields.localFields,
+                }}
+                documentRootPath={relativePath.documentRootPath}
+                trigger={
+                  <Button size="sm">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Send Document</Trans>
+                  </Button>
+                }
+              />
+
+              <EnvelopeRedistributeDialog
+                envelope={envelope}
+                trigger={
+                  <Button size="sm">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Resend Document</Trans>
+                  </Button>
+                }
+              />
+            </>
+          )}
+
+          {isTemplate && (
+            <TemplateUseDialog
+              envelopeId={envelope.id}
+              templateId={mapSecondaryIdToTemplateId(envelope.secondaryId)}
+              templateSigningOrder={envelope.documentMeta?.signingOrder}
+              recipients={envelope.recipients}
+              documentRootPath={relativePath.documentRootPath}
+              trigger={
+                <Button size="sm">
+                  <Trans>Use Template</Trans>
+                </Button>
+              }
+            />
+          )}
+        </div>
+      </div>
+    </nav>
+  );
+}

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

@@ -0,0 +1,336 @@
+import { lazy, useEffect, useMemo, useState } from 'react';
+
+import { faker } from '@faker-js/faker/locale/en';
+import { Trans } from '@lingui/react/macro';
+import { FieldType } from '@prisma/client';
+import { FileTextIcon } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import {
+  EnvelopeRenderProvider,
+  useCurrentEnvelopeRender,
+} from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { extractFieldInsertionValues } from '@documenso/lib/utils/envelope-signing';
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EnvelopeRendererFileSelector } from './envelope-file-selector';
+
+const EnvelopeGenericPageRenderer = lazy(async () => import('./envelope-generic-page-renderer'));
+
+// Todo: Envelopes - Dynamically import faker
+export const EnvelopeEditorPreviewPage = () => {
+  const { envelope, editorFields } = useCurrentEnvelopeEditor();
+
+  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
+
+  const [selectedPreviewMode, setSelectedPreviewMode] = useState<'recipient' | 'signed'>(
+    'recipient',
+  );
+
+  const fieldsWithPlaceholders = useMemo(() => {
+    return fields.map((field) => {
+      const fieldMeta = ZFieldAndMetaSchema.parse(field);
+
+      const recipient = envelope.recipients.find((recipient) => recipient.id === field.recipientId);
+
+      if (!recipient) {
+        throw new Error('Recipient not found');
+      }
+
+      faker.seed(recipient.id);
+
+      const recipientName = recipient.name || faker.person.fullName();
+      const recipientEmail = recipient.email || faker.internet.email();
+
+      faker.seed(recipient.id + field.id);
+
+      return {
+        ...field,
+        inserted: true,
+        ...match(fieldMeta)
+          .with({ type: FieldType.TEXT }, ({ fieldMeta }) => {
+            let text = fieldMeta?.text || faker.lorem.words(5);
+
+            if (fieldMeta?.characterLimit) {
+              text = text.slice(0, fieldMeta?.characterLimit);
+            }
+
+            return {
+              customText: text,
+            };
+          })
+          .with({ type: FieldType.NUMBER }, ({ fieldMeta }) => {
+            let number = fieldMeta?.value ?? '';
+
+            if (number === '') {
+              number = faker.number
+                .int({
+                  min: fieldMeta?.minValue ?? 0,
+                  max: fieldMeta?.maxValue ?? 1000,
+                })
+                .toString();
+            }
+
+            return {
+              customText: number,
+            };
+          })
+          .with({ type: FieldType.DATE }, () => {
+            const date = extractFieldInsertionValues({
+              fieldValue: {
+                type: FieldType.DATE,
+                value: true,
+              },
+              field,
+              documentMeta: envelope.documentMeta,
+            });
+
+            return {
+              customText: date.customText,
+            };
+          })
+          .with({ type: FieldType.EMAIL }, () => {
+            return {
+              customText: recipientEmail,
+            };
+          })
+          .with({ type: FieldType.NAME }, () => {
+            return {
+              customText: recipientName,
+            };
+          })
+          .with({ type: FieldType.INITIALS }, () => {
+            return {
+              customText: extractInitials(recipientName),
+            };
+          })
+          .with({ type: FieldType.RADIO }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            if (values.length === 0) {
+              return '';
+            }
+
+            let customText = '';
+
+            const preselectedValue = values.findIndex((value) => value.checked);
+
+            if (preselectedValue !== -1) {
+              customText = preselectedValue.toString();
+            } else {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = randomIndex.toString();
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.CHECKBOX }, ({ fieldMeta }) => {
+            let checkedValues: number[] = [];
+
+            const values = fieldMeta?.values ?? [];
+
+            values.forEach((value, index) => {
+              if (value.checked) {
+                checkedValues.push(index);
+              }
+            });
+
+            if (checkedValues.length === 0 && values.length > 0) {
+              const numberOfValues = fieldMeta?.validationLength || 1;
+
+              checkedValues = Array.from({ length: numberOfValues }, (_, index) => index);
+            }
+
+            return {
+              customText: toCheckboxCustomText(checkedValues),
+            };
+          })
+          .with({ type: FieldType.DROPDOWN }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            let customText = fieldMeta?.defaultValue || '';
+
+            if (!customText && values.length > 0) {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = values[randomIndex].value;
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.SIGNATURE }, () => {
+            return {
+              customText: '',
+              signature: {
+                signatureImageAsBase64: '',
+                typedSignature: recipientName,
+              },
+            };
+          })
+          .with({ type: FieldType.FREE_SIGNATURE }, () => {
+            return {
+              customText: '',
+            };
+          })
+          .exhaustive(),
+      };
+    });
+  }, [fields, envelope, envelope.recipients, envelope.documentMeta]);
+
+  /**
+   * Set the selected recipient to the first recipient in the envelope.
+   */
+  useEffect(() => {
+    editorFields.setSelectedRecipient(envelope.recipients[0]?.id ?? null);
+  }, []);
+
+  // Override the parent renderer provider so we can inject custom fields.
+  return (
+    <EnvelopeRenderProvider
+      envelope={envelope}
+      token={undefined}
+      fields={fieldsWithPlaceholders}
+      recipients={envelope.recipients}
+      overrideSettings={{
+        mode: 'export',
+      }}
+    >
+      <div className="relative flex h-full">
+        <div className="flex w-full flex-col overflow-y-auto">
+          {/* Horizontal envelope item selector */}
+          <EnvelopeRendererFileSelector fields={editorFields.localFields} />
+
+          {/* Document View */}
+          <div className="mt-4 flex flex-col items-center justify-center">
+            <Alert variant="warning" className="mb-4 max-w-[800px]">
+              <AlertTitle>
+                <Trans>Preview Mode</Trans>
+              </AlertTitle>
+              <AlertDescription>
+                <Trans>Preview what the signed document will look like with placeholder data</Trans>
+              </AlertDescription>
+            </Alert>
+
+            {currentEnvelopeItem !== null ? (
+              <PDFViewerKonvaLazy
+                renderer="editor"
+                customPageRenderer={EnvelopeGenericPageRenderer}
+              />
+            ) : (
+              <div className="flex flex-col items-center justify-center py-32">
+                <FileTextIcon className="text-muted-foreground h-10 w-10" />
+                <p className="text-foreground mt-1 text-sm">
+                  <Trans>No documents found</Trans>
+                </p>
+                <p className="text-muted-foreground mt-1 text-sm">
+                  <Trans>Please upload a document to continue</Trans>
+                </p>
+              </div>
+            )}
+          </div>
+        </div>
+
+        {/* Right Section - Form Fields Panel */}
+        {currentEnvelopeItem && false && (
+          <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
+            {/* Add fields section. */}
+            <section className="px-4">
+              {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">
+              <Trans>Preivew Mode</Trans>
+            </h3> */}
+
+              <Alert variant="neutral">
+                <AlertTitle>
+                  <Trans>Preview Mode</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>
+                    Preview what the signed document will look like with placeholder data
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+
+              {/* <Alert variant="neutral">
+              <RadioGroup
+                className="gap-y-1"
+                value={selectedPreviewMode}
+                onValueChange={(value) => setSelectedPreviewMode(value as 'recipient' | 'signed')}
+              >
+                <div className="flex items-center">
+                  <RadioGroupItem
+                    id="document-signed-preview"
+                    className="pointer-events-none h-3 w-3"
+                    value="signed"
+                  />
+                  <Label
+                    htmlFor="document-signed-preview"
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    <Trans>Document Signed Preview</Trans>
+                  </Label>
+                </div>
+
+                <div className="flex items-center">
+                  <RadioGroupItem
+                    id="recipient-preview"
+                    className="pointer-events-none h-3 w-3"
+                    value="recipient"
+                  />
+                  <Label
+                    htmlFor="recipient-preview"
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    <Trans>Recipient Preview</Trans>
+                  </Label>
+                </div>
+              </RadioGroup>
+            </Alert>
+
+            <div>Preview what a recipient will see</div>
+
+            <div>Preview the signed document</div> */}
+            </section>
+
+            {false && (
+              <AnimateGenericFadeInOut key={selectedPreviewMode}>
+                {selectedPreviewMode === 'recipient' && (
+                  <>
+                    <Separator className="my-4" />
+
+                    {/* Recipient selector section. */}
+                    <section className="px-4">
+                      <h3 className="mb-2 text-sm font-semibold text-gray-900">
+                        <Trans>Selected Recipient</Trans>
+                      </h3>
+
+                      <RecipientSelector
+                        selectedRecipient={editorFields.selectedRecipient}
+                        onSelectedRecipientChange={(recipient) =>
+                          editorFields.setSelectedRecipient(recipient.id)
+                        }
+                        recipients={envelope.recipients}
+                        className="w-full"
+                        align="end"
+                      />
+                    </section>
+                  </>
+                )}
+              </AnimateGenericFadeInOut>
+            )}
+          </div>
+        )}
+      </div>
+    </EnvelopeRenderProvider>
+  );
+};

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

@@ -0,0 +1,998 @@
+import { useCallback, useEffect, useId, useMemo, useRef, useState } from 'react';
+
+import {
+  DragDropContext,
+  Draggable,
+  type DropResult,
+  Droppable,
+  type SensorAPI,
+} from '@hello-pangea/dnd';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
+import { motion } from 'framer-motion';
+import { GripVerticalIcon, HelpCircleIcon, PlusIcon, TrashIcon } from 'lucide-react';
+import { useFieldArray, useForm, useWatch } from 'react-hook-form';
+import { isDeepEqual, prop, sortBy } from 'remeda';
+import { z } from 'zod';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import {
+  ZRecipientActionAuthTypesSchema,
+  ZRecipientAuthOptionsSchema,
+} from '@documenso/lib/types/document-auth';
+import { nanoid } from '@documenso/lib/universal/id';
+import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
+import {
+  RecipientAutoCompleteInput,
+  type RecipientAutoCompleteOption,
+} from '@documenso/ui/components/recipient/recipient-autocomplete-input';
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from '@documenso/ui/primitives/card';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import { SigningOrderConfirmation } from '@documenso/ui/primitives/document-flow/signing-order-confirmation';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import { Input } from '@documenso/ui/primitives/input';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZEnvelopeRecipientsForm = z.object({
+  signers: z.array(
+    z.object({
+      formId: z.string().min(1),
+      id: z.number().optional(),
+      email: z
+        .string()
+        .email({ message: msg`Invalid email`.id })
+        .min(1),
+      name: z.string(),
+      role: z.nativeEnum(RecipientRole),
+      signingOrder: z.number().optional(),
+      actionAuth: z.array(ZRecipientActionAuthTypesSchema).optional().default([]),
+    }),
+  ),
+  signingOrder: z.nativeEnum(DocumentSigningOrder),
+  allowDictateNextSigner: z.boolean().default(false),
+});
+
+type TEnvelopeRecipientsForm = z.infer<typeof ZEnvelopeRecipientsForm>;
+
+export const EnvelopeEditorRecipientForm = () => {
+  const { envelope, setRecipientsDebounced, updateEnvelope } = useCurrentEnvelopeEditor();
+
+  const organisation = useCurrentOrganisation();
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { remaining } = useLimits();
+  const { user } = useSession();
+
+  const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
+
+  const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
+
+  const initialId = useId();
+  const $sensorApi = useRef<SensorAPI | null>(null);
+  const isFirstRender = useRef(true);
+  const { recipients, fields } = envelope;
+
+  const { data: recipientSuggestionsData, isLoading } = trpc.recipient.suggestions.find.useQuery(
+    {
+      query: debouncedRecipientSearchQuery,
+    },
+    {
+      enabled: debouncedRecipientSearchQuery.length > 1,
+    },
+  );
+
+  const recipientSuggestions = recipientSuggestionsData?.results || [];
+
+  const defaultRecipients = [
+    {
+      formId: initialId,
+      name: '',
+      email: '',
+      role: RecipientRole.SIGNER,
+      signingOrder: 1,
+      actionAuth: [],
+    },
+  ];
+
+  const form = useForm<TEnvelopeRecipientsForm>({
+    resolver: zodResolver(ZEnvelopeRecipientsForm),
+    mode: 'onChange', // Used for autosave purposes, maybe can try onBlur instead?
+    defaultValues: {
+      signers:
+        recipients.length > 0
+          ? sortBy(
+              recipients.map((recipient, index) => ({
+                id: recipient.id,
+                formId: String(recipient.id),
+                name: recipient.name,
+                email: recipient.email,
+                role: recipient.role,
+                signingOrder: recipient.signingOrder ?? index + 1,
+                actionAuth:
+                  ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
+              })),
+              [prop('signingOrder'), 'asc'],
+              [prop('id'), 'asc'],
+            )
+          : defaultRecipients,
+      signingOrder: envelope.documentMeta.signingOrder,
+      allowDictateNextSigner: envelope.documentMeta.allowDictateNextSigner,
+    },
+  });
+
+  const recipientHasAuthSettings = useMemo(() => {
+    const recipientHasAuthOptions = recipients.find((recipient) => {
+      const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+      return (
+        recipientAuthOptions.accessAuth.length > 0 || recipientAuthOptions.actionAuth.length > 0
+      );
+    });
+
+    const formHasActionAuth = form
+      .getValues('signers')
+      .find((signer) => signer.actionAuth.length > 0);
+
+    return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
+  }, [recipients, form]);
+
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(recipientHasAuthSettings);
+  const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false);
+
+  const {
+    setValue,
+    formState: { errors, isSubmitting },
+    control,
+    watch,
+  } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  const watchedSigners = watch('signers');
+  const isSigningOrderSequential = watch('signingOrder') === DocumentSigningOrder.SEQUENTIAL;
+
+  const hasAssistantRole = useMemo(() => {
+    return watchedSigners.some((signer) => signer.role === RecipientRole.ASSISTANT);
+  }, [watchedSigners]);
+
+  const normalizeSigningOrders = (signers: typeof watchedSigners) => {
+    return signers
+      .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
+      .map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
+  };
+
+  const {
+    append: appendSigner,
+    fields: signers,
+    remove: removeSigner,
+  } = useFieldArray({
+    control,
+    name: 'signers',
+    keyName: 'nativeId',
+  });
+
+  const emptySigners = useCallback(
+    () => form.getValues('signers').filter((signer) => signer.email === ''),
+    [form],
+  );
+
+  const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
+  const isUserAlreadyARecipient = watchedSigners.some(
+    (signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
+  );
+
+  const hasDocumentBeenSent = recipients.some(
+    (recipient) => recipient.sendStatus === SendStatus.SENT,
+  );
+
+  const canRecipientBeModified = (recipientId?: number) => {
+    if (envelope.type === EnvelopeType.TEMPLATE) {
+      return true;
+    }
+
+    if (recipientId === undefined) {
+      return true;
+    }
+
+    const recipient = recipients.find((recipient) => recipient.id === recipientId);
+
+    if (!recipient) {
+      return false;
+    }
+
+    return utilCanRecipientBeModified(recipient, fields);
+  };
+
+  const onAddSigner = () => {
+    appendSigner({
+      formId: nanoid(12),
+      name: '',
+      email: '',
+      role: RecipientRole.SIGNER,
+      actionAuth: [],
+      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+    });
+  };
+
+  const onRemoveSigner = (index: number) => {
+    const signer = signers[index];
+
+    if (!canRecipientBeModified(signer.id)) {
+      toast({
+        title: t`Cannot remove signer`,
+        description: t`This signer has already signed the document.`,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
+    const formStateIndex = form.getValues('signers').findIndex((s) => s.formId === signer.formId);
+    if (formStateIndex !== -1) {
+      removeSigner(formStateIndex);
+
+      const updatedSigners = form.getValues('signers').filter((s) => s.formId !== signer.formId);
+
+      form.setValue('signers', normalizeSigningOrders(updatedSigners), {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+    }
+  };
+
+  const onAddSelfSigner = () => {
+    if (emptySignerIndex !== -1) {
+      setValue(`signers.${emptySignerIndex}.name`, user?.name ?? '', {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+      setValue(`signers.${emptySignerIndex}.email`, user?.email ?? '', {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      form.setFocus(`signers.${emptySignerIndex}.email`);
+    } else {
+      appendSigner(
+        {
+          formId: nanoid(12),
+          name: user?.name ?? '',
+          email: user?.email ?? '',
+          role: RecipientRole.SIGNER,
+          actionAuth: [],
+          signingOrder:
+            signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+        },
+        {
+          shouldFocus: true,
+        },
+      );
+
+      void form.trigger('signers');
+    }
+  };
+
+  const handleRecipientAutoCompleteSelect = (
+    index: number,
+    suggestion: RecipientAutoCompleteOption,
+  ) => {
+    setValue(`signers.${index}.email`, suggestion.email);
+    setValue(`signers.${index}.name`, suggestion.name || '');
+  };
+
+  const onDragEnd = useCallback(
+    async (result: DropResult) => {
+      if (!result.destination) return;
+
+      const items = Array.from(watchedSigners);
+      const [reorderedSigner] = items.splice(result.source.index, 1);
+
+      // Find next valid position
+      let insertIndex = result.destination.index;
+      while (insertIndex < items.length && !canRecipientBeModified(items[insertIndex].id)) {
+        insertIndex++;
+      }
+
+      items.splice(insertIndex, 0, reorderedSigner);
+
+      const updatedSigners = items.map((signer, index) => ({
+        ...signer,
+        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
+      }));
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      const lastSigner = updatedSigners[updatedSigners.length - 1];
+      if (lastSigner.role === RecipientRole.ASSISTANT) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+
+      await form.trigger('signers');
+    },
+    [form, canRecipientBeModified, watchedSigners, toast],
+  );
+
+  const handleRoleChange = useCallback(
+    (index: number, role: RecipientRole) => {
+      const currentSigners = form.getValues('signers');
+      const signingOrder = form.getValues('signingOrder');
+
+      // Handle parallel to sequential conversion for assistants
+      if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
+        form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL, {
+          shouldValidate: true,
+          shouldDirty: true,
+        });
+        toast({
+          title: t`Signing order is enabled.`,
+          description: t`You cannot add assistants when signing order is disabled.`,
+          variant: 'destructive',
+        });
+        return;
+      }
+
+      const updatedSigners = currentSigners.map((signer, idx) => ({
+        ...signer,
+        role: idx === index ? role : signer.role,
+        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
+      }));
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+    },
+    [form, toast, canRecipientBeModified],
+  );
+
+  const handleSigningOrderChange = useCallback(
+    (index: number, newOrderString: string) => {
+      const trimmedOrderString = newOrderString.trim();
+      if (!trimmedOrderString) {
+        return;
+      }
+
+      const newOrder = Number(trimmedOrderString);
+      if (!Number.isInteger(newOrder) || newOrder < 1) {
+        return;
+      }
+
+      const currentSigners = form.getValues('signers');
+      const signer = currentSigners[index];
+
+      // Remove signer from current position and insert at new position
+      const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
+      remainingSigners.splice(newPosition, 0, signer);
+
+      const updatedSigners = remainingSigners.map((s, idx) => ({
+        ...s,
+        signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
+      }));
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+    },
+    [form, canRecipientBeModified, toast],
+  );
+
+  const handleSigningOrderDisable = useCallback(() => {
+    setShowSigningOrderConfirmation(false);
+
+    const currentSigners = form.getValues('signers');
+    const updatedSigners = currentSigners.map((signer) => ({
+      ...signer,
+      role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+    }));
+
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+    form.setValue('signingOrder', DocumentSigningOrder.PARALLEL, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+    form.setValue('allowDictateNextSigner', false, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+
+    void form.trigger();
+  }, [form]);
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    if (isFirstRender.current) {
+      isFirstRender.current = false;
+      return;
+    }
+
+    const formValueSigners = formValues.signers || [];
+
+    // Remove the last signer if it's empty.
+    const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
+      if (i === formValueSigners.length - 1 && signer.email === '') {
+        return false;
+      }
+
+      return true;
+    });
+
+    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
+      ...formValues,
+      signers: nonEmptyRecipients,
+    });
+
+    if (!validatedFormValues.success) {
+      return;
+    }
+
+    const { data } = validatedFormValues;
+
+    // Weird edge case where the whole envelope is created via API
+    // with no signing order. If they come to this page it will show an error
+    // since they aren't equal and the recipient is no longer editable.
+    const envelopeRecipients = data.signers.map((recipient) => {
+      if (!canRecipientBeModified(recipient.id)) {
+        return {
+          ...recipient,
+          signingOrder: recipient.signingOrder,
+        };
+      }
+      return recipient;
+    });
+
+    const hasSigningOrderChanged = envelope.documentMeta.signingOrder !== data.signingOrder;
+    const hasAllowDictateNextSignerChanged =
+      envelope.documentMeta.allowDictateNextSigner !== data.allowDictateNextSigner;
+
+    const hasSignersChanged =
+      envelopeRecipients.length !== recipients.length ||
+      envelopeRecipients.some((signer) => {
+        const recipient = recipients.find((recipient) => recipient.id === signer.id);
+
+        if (!recipient) {
+          return true;
+        }
+
+        const signerActionAuth = signer.actionAuth;
+        const recipientActionAuth = recipient.authOptions?.actionAuth || [];
+
+        return (
+          signer.email !== recipient.email ||
+          signer.name !== recipient.name ||
+          signer.role !== recipient.role ||
+          signer.signingOrder !== recipient.signingOrder ||
+          !isDeepEqual(signerActionAuth, recipientActionAuth)
+        );
+      });
+
+    if (hasSignersChanged) {
+      setRecipientsDebounced(envelopeRecipients);
+    }
+
+    if (hasSigningOrderChanged || hasAllowDictateNextSignerChanged) {
+      updateEnvelope({
+        meta: {
+          signingOrder: validatedFormValues.data.signingOrder,
+          allowDictateNextSigner: validatedFormValues.data.allowDictateNextSigner,
+        },
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Card backdropBlur={false} className="border">
+      <CardHeader className="flex flex-row justify-between">
+        <div>
+          <CardTitle>Recipients</CardTitle>
+          <CardDescription className="mt-1.5">Add recipients to your document</CardDescription>
+        </div>
+
+        <div className="flex flex-row items-center space-x-2">
+          <Button
+            variant="outline"
+            className="flex flex-row items-center"
+            size="sm"
+            disabled={isSubmitting || isUserAlreadyARecipient}
+            onClick={() => onAddSelfSigner()}
+          >
+            <Trans>Add Myself</Trans>
+          </Button>
+
+          <Button
+            variant="outline"
+            type="button"
+            className="flex-1"
+            size="sm"
+            disabled={isSubmitting || signers.length >= remaining.recipients}
+            onClick={() => onAddSigner()}
+          >
+            <PlusIcon className="-ml-1 mr-1 h-5 w-5" />
+            <Trans>Add Signer</Trans>
+          </Button>
+        </div>
+      </CardHeader>
+
+      <CardContent>
+        <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
+          <Form {...form}>
+            <div className="bg-accent/50 -mt-2 mb-2 space-y-4 rounded-md p-4">
+              {organisation.organisationClaim.flags.cfr21 && (
+                <div className="flex flex-row items-center">
+                  <Checkbox
+                    id="showAdvancedRecipientSettings"
+                    checked={showAdvancedSettings}
+                    onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
+                  />
+
+                  <label
+                    className="ml-2 text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+                    htmlFor="showAdvancedRecipientSettings"
+                  >
+                    <Trans>Show advanced settings</Trans>
+                  </label>
+                </div>
+              )}
+
+              <FormField
+                control={form.control}
+                name="signingOrder"
+                render={({ field }) => (
+                  <FormItem className="flex flex-row items-center space-x-2 space-y-0">
+                    <FormControl>
+                      <Checkbox
+                        {...field}
+                        id="signingOrder"
+                        checked={field.value === DocumentSigningOrder.SEQUENTIAL}
+                        onCheckedChange={(checked) => {
+                          if (!checked && hasAssistantRole) {
+                            setShowSigningOrderConfirmation(true);
+                            return;
+                          }
+
+                          field.onChange(
+                            checked
+                              ? DocumentSigningOrder.SEQUENTIAL
+                              : DocumentSigningOrder.PARALLEL,
+                          );
+
+                          // If sequential signing is turned off, disable dictate next signer
+                          if (!checked) {
+                            form.setValue('allowDictateNextSigner', false, {
+                              shouldValidate: true,
+                              shouldDirty: true,
+                            });
+                          }
+                        }}
+                        disabled={
+                          isSubmitting || hasDocumentBeenSent || emptySigners().length !== 0
+                        }
+                      />
+                    </FormControl>
+
+                    <div className="flex items-center text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70">
+                      <FormLabel
+                        htmlFor="signingOrder"
+                        className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+                      >
+                        <Trans>Enable signing order</Trans>
+                      </FormLabel>
+
+                      <Tooltip>
+                        <TooltipTrigger asChild>
+                          <span className="text-muted-foreground ml-1 cursor-help">
+                            <HelpCircleIcon className="h-3.5 w-3.5" />
+                          </span>
+                        </TooltipTrigger>
+                        <TooltipContent className="max-w-80 p-4">
+                          <p>
+                            <Trans>Add 2 or more signers to enable signing order.</Trans>
+                          </p>
+                        </TooltipContent>
+                      </Tooltip>
+                    </div>
+                  </FormItem>
+                )}
+              />
+
+              {isSigningOrderSequential && (
+                <FormField
+                  control={form.control}
+                  name="allowDictateNextSigner"
+                  render={({ field: { value, ...field } }) => (
+                    <FormItem className="flex flex-row items-center space-x-2 space-y-0">
+                      <FormControl>
+                        <Checkbox
+                          {...field}
+                          id="allowDictateNextSigner"
+                          checked={value}
+                          onCheckedChange={(checked) => {
+                            field.onChange(checked);
+                          }}
+                          disabled={
+                            isSubmitting || hasDocumentBeenSent || !isSigningOrderSequential
+                          }
+                        />
+                      </FormControl>
+
+                      <div className="flex items-center text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70">
+                        <FormLabel
+                          htmlFor="allowDictateNextSigner"
+                          className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+                        >
+                          <Trans>Allow signers to dictate next signer</Trans>
+                        </FormLabel>
+
+                        <Tooltip>
+                          <TooltipTrigger asChild>
+                            <span className="text-muted-foreground ml-1 cursor-help">
+                              <HelpCircleIcon className="h-3.5 w-3.5" />
+                            </span>
+                          </TooltipTrigger>
+                          <TooltipContent className="max-w-80 p-4">
+                            <p>
+                              <Trans>
+                                When enabled, signers can choose who should sign next in the
+                                sequence instead of following the predefined order.
+                              </Trans>
+                            </p>
+                          </TooltipContent>
+                        </Tooltip>
+                      </div>
+                    </FormItem>
+                  )}
+                />
+              )}
+            </div>
+
+            <DragDropContext
+              onDragEnd={onDragEnd}
+              sensors={[
+                (api: SensorAPI) => {
+                  $sensorApi.current = api;
+                },
+              ]}
+            >
+              <Droppable droppableId="signers">
+                {(provided) => (
+                  <div
+                    {...provided.droppableProps}
+                    ref={provided.innerRef}
+                    className="flex w-full flex-col gap-y-2"
+                  >
+                    {signers.map((signer, index) => (
+                      <Draggable
+                        key={`${signer.id}-${signer.signingOrder}`}
+                        draggableId={signer['nativeId']}
+                        index={index}
+                        isDragDisabled={
+                          !isSigningOrderSequential ||
+                          isSubmitting ||
+                          !canRecipientBeModified(signer.id) ||
+                          !signer.signingOrder
+                        }
+                      >
+                        {(provided, snapshot) => (
+                          <div
+                            ref={provided.innerRef}
+                            {...provided.draggableProps}
+                            {...provided.dragHandleProps}
+                            className={cn('py-1', {
+                              'bg-widget-foreground pointer-events-none rounded-md pt-2':
+                                snapshot.isDragging,
+                            })}
+                          >
+                            <motion.fieldset
+                              data-native-id={signer.id}
+                              disabled={isSubmitting || !canRecipientBeModified(signer.id)}
+                              className={cn('pb-2', {
+                                'border-b pb-4':
+                                  showAdvancedSettings && index !== signers.length - 1,
+                                'pt-2': showAdvancedSettings && index === 0,
+                                'pr-3': isSigningOrderSequential,
+                              })}
+                            >
+                              <div className="flex flex-row items-center gap-x-2">
+                                {isSigningOrderSequential && (
+                                  <FormField
+                                    control={form.control}
+                                    name={`signers.${index}.signingOrder`}
+                                    render={({ field }) => (
+                                      <FormItem
+                                        className={cn(
+                                          'mt-auto flex items-center gap-x-1 space-y-0',
+                                          {
+                                            'mb-6':
+                                              form.formState.errors.signers?.[index] &&
+                                              !form.formState.errors.signers[index]?.signingOrder,
+                                          },
+                                        )}
+                                      >
+                                        <GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
+                                        <FormControl>
+                                          <Input
+                                            type="number"
+                                            max={signers.length}
+                                            data-testid="signing-order-input"
+                                            className={cn(
+                                              'w-10 text-center',
+                                              '[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
+                                            )}
+                                            {...field}
+                                            onChange={(e) => {
+                                              field.onChange(e);
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            onBlur={(e) => {
+                                              field.onBlur();
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            disabled={
+                                              snapshot.isDragging ||
+                                              isSubmitting ||
+                                              !canRecipientBeModified(signer.id)
+                                            }
+                                          />
+                                        </FormControl>
+                                        <FormMessage />
+                                      </FormItem>
+                                    )}
+                                  />
+                                )}
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.email`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('relative w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.email,
+                                      })}
+                                    >
+                                      {!showAdvancedSettings && index === 0 && (
+                                        <FormLabel required>
+                                          <Trans>Email</Trans>
+                                        </FormLabel>
+                                      )}
+
+                                      <FormControl>
+                                        <RecipientAutoCompleteInput
+                                          type="email"
+                                          placeholder={t`Email`}
+                                          value={field.value}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                          options={recipientSuggestions}
+                                          onSelect={(suggestion) =>
+                                            handleRecipientAutoCompleteSelect(index, suggestion)
+                                          }
+                                          onSearchQueryChange={(query) => {
+                                            field.onChange(query);
+                                            setRecipientSearchQuery(query);
+                                          }}
+                                          loading={isLoading}
+                                          data-testid="signer-email-input"
+                                          maxLength={254}
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.name`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.name,
+                                      })}
+                                    >
+                                      {!showAdvancedSettings && index === 0 && (
+                                        <FormLabel>
+                                          <Trans>Name</Trans>
+                                        </FormLabel>
+                                      )}
+
+                                      <FormControl>
+                                        <RecipientAutoCompleteInput
+                                          type="text"
+                                          placeholder={t`Name`}
+                                          {...field}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                          options={recipientSuggestions}
+                                          onSelect={(suggestion) =>
+                                            handleRecipientAutoCompleteSelect(index, suggestion)
+                                          }
+                                          onSearchQueryChange={(query) => {
+                                            field.onChange(query);
+                                            setRecipientSearchQuery(query);
+                                          }}
+                                          loading={isLoading}
+                                          maxLength={255}
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.role`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('mt-auto w-fit', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.role,
+                                      })}
+                                    >
+                                      <FormControl>
+                                        <RecipientRoleSelect
+                                          {...field}
+                                          isAssistantEnabled={isSigningOrderSequential}
+                                          onValueChange={(value) => {
+                                            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+                                            handleRoleChange(index, value as RecipientRole);
+                                            field.onChange(value);
+                                          }}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <Button
+                                  variant="ghost"
+                                  className={cn('mt-auto px-2', {
+                                    'mb-6': form.formState.errors.signers?.[index],
+                                  })}
+                                  data-testid="remove-signer-button"
+                                  disabled={
+                                    snapshot.isDragging ||
+                                    isSubmitting ||
+                                    !canRecipientBeModified(signer.id) ||
+                                    signers.length === 1
+                                  }
+                                  onClick={() => onRemoveSigner(index)}
+                                >
+                                  <TrashIcon className="h-4 w-4" />
+                                </Button>
+                              </div>
+
+                              {showAdvancedSettings &&
+                                organisation.organisationClaim.flags.cfr21 && (
+                                  <FormField
+                                    control={form.control}
+                                    name={`signers.${index}.actionAuth`}
+                                    render={({ field }) => (
+                                      <FormItem
+                                        className={cn('mt-2 w-full', {
+                                          'mb-6':
+                                            form.formState.errors.signers?.[index] &&
+                                            !form.formState.errors.signers[index]?.actionAuth,
+                                          'pl-6': isSigningOrderSequential,
+                                        })}
+                                      >
+                                        <FormControl>
+                                          <RecipientActionAuthSelect
+                                            {...field}
+                                            onValueChange={field.onChange}
+                                            disabled={
+                                              snapshot.isDragging ||
+                                              isSubmitting ||
+                                              !canRecipientBeModified(signer.id)
+                                            }
+                                          />
+                                        </FormControl>
+
+                                        <FormMessage />
+                                      </FormItem>
+                                    )}
+                                  />
+                                )}
+                            </motion.fieldset>
+                          </div>
+                        )}
+                      </Draggable>
+                    ))}
+
+                    {provided.placeholder}
+                  </div>
+                )}
+              </Droppable>
+            </DragDropContext>
+
+            <FormErrorMessage
+              className="mt-2"
+              // Dirty hack to handle errors when .root is populated for an array type
+              error={'signers__root' in errors && errors['signers__root']}
+            />
+          </Form>
+        </AnimateGenericFadeInOut>
+
+        <SigningOrderConfirmation
+          open={showSigningOrderConfirmation}
+          onOpenChange={setShowSigningOrderConfirmation}
+          onConfirm={handleSigningOrderDisable}
+        />
+      </CardContent>
+    </Card>
+  );
+};

apps/remix/app/components/general/envelope-editor/envelope-editor-settings-dialog.tsx

@@ -0,0 +1,827 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import {
+  DocumentDistributionMethod,
+  DocumentVisibility,
+  EnvelopeType,
+  SendStatus,
+} from '@prisma/client';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { InfoIcon, MailIcon, SettingsIcon, ShieldIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import { z } from 'zod';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import {
+  DOCUMENT_DISTRIBUTION_METHODS,
+  DOCUMENT_SIGNATURE_TYPES,
+} from '@documenso/lib/constants/document';
+import {
+  SUPPORTED_LANGUAGES,
+  SUPPORTED_LANGUAGE_CODES,
+  isValidLanguageCode,
+} from '@documenso/lib/constants/i18n';
+import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { AppError } from '@documenso/lib/errors/app-error';
+import {
+  ZDocumentAccessAuthTypesSchema,
+  ZDocumentActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import {
+  type TDocumentMetaDateFormat,
+  ZDocumentMetaDateFormatSchema,
+  ZDocumentMetaTimezoneSchema,
+} from '@documenso/lib/types/document-meta';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
+import {
+  DocumentSignatureType,
+  canAccessTeamDocument,
+  extractTeamSignatureSettings,
+} from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import {
+  DocumentGlobalAuthAccessSelect,
+  DocumentGlobalAuthAccessTooltip,
+} from '@documenso/ui/components/document/document-global-auth-access-select';
+import {
+  DocumentGlobalAuthActionSelect,
+  DocumentGlobalAuthActionTooltip,
+} from '@documenso/ui/components/document/document-global-auth-action-select';
+import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
+import {
+  DocumentVisibilitySelect,
+  DocumentVisibilityTooltip,
+} from '@documenso/ui/components/document/document-visibility-select';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
+import { Combobox } from '@documenso/ui/primitives/combobox';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export const ZAddSettingsFormSchema = z.object({
+  externalId: z.string().optional(),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+  globalAccessAuth: z
+    .array(z.union([ZDocumentAccessAuthTypesSchema, z.literal('-1')]))
+    .transform((val) => (val.length === 1 && val[0] === '-1' ? [] : val))
+    .optional()
+    .default([]),
+  globalActionAuth: z.array(ZDocumentActionAuthTypesSchema).optional().default([]),
+  meta: z.object({
+    subject: z.string(),
+    message: z.string(),
+    timezone: ZDocumentMetaTimezoneSchema.default(DEFAULT_DOCUMENT_TIME_ZONE),
+    dateFormat: ZDocumentMetaDateFormatSchema.default(DEFAULT_DOCUMENT_DATE_FORMAT),
+    distributionMethod: z
+      .nativeEnum(DocumentDistributionMethod)
+      .optional()
+      .default(DocumentDistributionMethod.EMAIL),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || isValidRedirectUrl(value), {
+        message:
+          'Please enter a valid URL, make sure you include http:// or https:// part of the url.',
+      }),
+    language: z
+      .union([z.string(), z.enum(SUPPORTED_LANGUAGE_CODES)])
+      .optional()
+      .default('en'),
+    emailId: z.string().nullable(),
+    emailReplyTo: z.preprocess(
+      (val) => (val === '' ? undefined : val),
+      z.string().email().optional(),
+    ),
+    emailSettings: ZDocumentEmailSettingsSchema,
+    signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
+      message: msg`At least one signature type must be enabled`.id,
+    }),
+  }),
+});
+
+type EnvelopeEditorSettingsTabType = 'general' | 'email' | 'security';
+
+const tabs = [
+  {
+    id: 'general',
+    title: msg`General`,
+    icon: SettingsIcon,
+    description: msg`Configure document settings and options before sending.`,
+  },
+  {
+    id: 'email',
+    title: msg`Email`,
+    icon: MailIcon,
+    description: msg`Configure email settings for the document`,
+  },
+  {
+    id: 'security',
+    title: msg`Security`,
+    icon: ShieldIcon,
+    description: msg`Configure security settings for the document`,
+  },
+] as const;
+
+type TAddSettingsFormSchema = z.infer<typeof ZAddSettingsFormSchema>;
+
+type EnvelopeEditorSettingsDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const EnvelopeEditorSettingsDialog = ({
+  trigger,
+  ...props
+}: EnvelopeEditorSettingsDialogProps) => {
+  const { t, i18n } = useLingui();
+  const { toast } = useToast();
+
+  const { envelope, updateEnvelopeAsync } = useCurrentEnvelopeEditor();
+
+  const team = useCurrentTeam();
+  const organisation = useCurrentOrganisation();
+
+  const [open, setOpen] = useState(false);
+  const [activeTab, setActiveTab] = useState<EnvelopeEditorSettingsTabType>('general');
+
+  const { documentAuthOption } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+  });
+
+  const createDefaultValues = () => {
+    return {
+      externalId: envelope.externalId || '',
+      visibility: envelope.visibility || '',
+      globalAccessAuth: documentAuthOption?.globalAccessAuth || [],
+      globalActionAuth: documentAuthOption?.globalActionAuth || [],
+      meta: {
+        subject: envelope.documentMeta.subject ?? '',
+        message: envelope.documentMeta.message ?? '',
+        timezone: envelope.documentMeta.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        dateFormat: (envelope.documentMeta.dateFormat ??
+          DEFAULT_DOCUMENT_DATE_FORMAT) as TDocumentMetaDateFormat,
+        distributionMethod:
+          envelope.documentMeta.distributionMethod || DocumentDistributionMethod.EMAIL,
+        redirectUrl: envelope.documentMeta.redirectUrl ?? '',
+        language: envelope.documentMeta.language ?? 'en',
+        emailId: envelope.documentMeta.emailId ?? null,
+        emailReplyTo: envelope.documentMeta.emailReplyTo ?? undefined,
+        emailSettings: ZDocumentEmailSettingsSchema.parse(envelope.documentMeta.emailSettings),
+        signatureTypes: extractTeamSignatureSettings(envelope.documentMeta),
+      },
+    };
+  };
+
+  const form = useForm<TAddSettingsFormSchema>({
+    resolver: zodResolver(ZAddSettingsFormSchema),
+    defaultValues: createDefaultValues(),
+  });
+
+  const envelopeHasBeenSent =
+    envelope.type === EnvelopeType.DOCUMENT &&
+    envelope.recipients.some((recipient) => recipient.sendStatus === SendStatus.SENT);
+
+  const emailSettings = form.watch('meta.emailSettings');
+
+  const { data: emailData, isLoading: isLoadingEmails } =
+    trpc.enterprise.organisation.email.find.useQuery({
+      organisationId: organisation.id,
+      perPage: 100,
+    });
+
+  const emails = emailData?.data || [];
+
+  const canUpdateVisibility = canAccessTeamDocument(team.currentTeamRole, envelope.visibility);
+
+  const onFormSubmit = async (data: TAddSettingsFormSchema) => {
+    const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
+
+    const parsedGlobalAccessAuth = z
+      .array(ZDocumentAccessAuthTypesSchema)
+      .safeParse(data.globalAccessAuth);
+
+    try {
+      await updateEnvelopeAsync({
+        data: {
+          externalId: data.externalId || null,
+          visibility: data.visibility,
+          globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
+          globalActionAuth: data.globalActionAuth ?? [],
+        },
+        meta: {
+          timezone,
+          dateFormat,
+          redirectUrl,
+          language: isValidLanguageCode(language) ? language : undefined,
+          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
+        },
+      });
+
+      setOpen(false);
+
+      toast({
+        title: t`Success`,
+        description: t`Envelope updated`,
+        duration: 5000,
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      console.error(error);
+
+      toast({
+        title: t`An unknown error occurred`,
+        description: t`We encountered an unknown error while attempting to update the envelope. Please try again later.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (
+      !form.formState.touchedFields.meta?.timezone &&
+      !envelopeHasBeenSent &&
+      !envelope.documentMeta.timezone
+    ) {
+      form.setValue('meta.timezone', Intl.DateTimeFormat().resolvedOptions().timeZone);
+    }
+  }, [
+    envelopeHasBeenSent,
+    form,
+    form.setValue,
+    form.formState.touchedFields.meta?.timezone,
+    envelope.documentMeta.timezone,
+  ]);
+
+  useEffect(() => {
+    form.reset(createDefaultValues());
+    setActiveTab('general');
+  }, [open, form]);
+
+  const selectedTab = tabs.find((tab) => tab.id === activeTab);
+
+  if (!selectedTab) {
+    return null;
+  }
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
+        {trigger ?? (
+          <Button className="flex-shrink-0" variant="secondary">
+            <Trans>Settings</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent className="flex w-full !max-w-5xl flex-row gap-0 p-0">
+        {/* Sidebar. */}
+        <div className="bg-accent/20 flex w-80 flex-col border-r">
+          <DialogHeader className="p-6 pb-4">
+            <DialogTitle>Document Settings</DialogTitle>
+          </DialogHeader>
+
+          <nav className="col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 px-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2">
+            {tabs.map((tab) => (
+              <Button
+                key={tab.id}
+                onClick={() => setActiveTab(tab.id)}
+                variant="ghost"
+                className={cn('w-full justify-start', {
+                  'bg-secondary': activeTab === tab.id,
+                })}
+              >
+                <tab.icon className="mr-2 h-5 w-5" />
+                {t(tab.title)}
+              </Button>
+            ))}
+          </nav>
+        </div>
+
+        {/* Content. */}
+        <div className="flex w-full flex-col">
+          <CardHeader className="border-b pb-4">
+            <CardTitle>{t(selectedTab?.title ?? '')}</CardTitle>
+            <CardDescription>{t(selectedTab?.description ?? '')}</CardDescription>
+          </CardHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onFormSubmit)}>
+              <fieldset
+                className="flex h-[45rem] max-h-[calc(100vh-14rem)] w-full flex-col space-y-6 overflow-y-auto px-6 pt-6"
+                disabled={form.formState.isSubmitting}
+                key={activeTab}
+              >
+                {match(activeTab)
+                  .with('general', () => (
+                    <>
+                      <FormField
+                        control={form.control}
+                        name="meta.language"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="inline-flex items-center">
+                              <Trans>Language</Trans>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+                                  <Trans>
+                                    Controls the language for the document, including the language
+                                    to be used for email notifications, and the final certificate
+                                    that is generated and attached to the document.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Select
+                                value={field.value}
+                                disabled={field.disabled}
+                                onValueChange={field.onChange}
+                              >
+                                <SelectTrigger className="bg-background">
+                                  <SelectValue />
+                                </SelectTrigger>
+
+                                <SelectContent>
+                                  {Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
+                                    <SelectItem key={code} value={code}>
+                                      {language.full}
+                                    </SelectItem>
+                                  ))}
+                                </SelectContent>
+                              </Select>
+                            </FormControl>
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.signatureTypes"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Allowed Signature Types</Trans>
+                              <DocumentSignatureSettingsTooltip />
+                            </FormLabel>
+
+                            <FormControl>
+                              <MultiSelectCombobox
+                                options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
+                                  label: t(option.label),
+                                  value: option.value,
+                                }))}
+                                selectedValues={field.value}
+                                onChange={field.onChange}
+                                className="bg-background w-full"
+                                emptySelectionPlaceholder="Select signature types"
+                              />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.dateFormat"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Date Format</Trans>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Select
+                                value={field.value}
+                                onValueChange={field.onChange}
+                                disabled={envelopeHasBeenSent}
+                              >
+                                <SelectTrigger className="bg-background">
+                                  <SelectValue />
+                                </SelectTrigger>
+
+                                <SelectContent>
+                                  {DATE_FORMATS.map((format) => (
+                                    <SelectItem key={format.key} value={format.value}>
+                                      {format.label}
+                                    </SelectItem>
+                                  ))}
+                                </SelectContent>
+                              </Select>
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.timezone"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Time Zone</Trans>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Combobox
+                                className="bg-background"
+                                options={TIME_ZONES}
+                                value={field.value}
+                                onChange={(value) => value && field.onChange(value)}
+                                disabled={envelopeHasBeenSent}
+                              />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="externalId"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>External ID</Trans>{' '}
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-muted-foreground max-w-xs">
+                                  <Trans>
+                                    Add an external ID to the document. This can be used to identify
+                                    the document in external systems.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input className="bg-background" {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="meta.redirectUrl"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Redirect URL</Trans>{' '}
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-muted-foreground max-w-xs">
+                                  <Trans>
+                                    Add a URL to redirect the user to once the document is signed
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input className="bg-background" {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.distributionMethod"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Document Distribution Method</Trans>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+                                  <h2>
+                                    <strong>
+                                      <Trans>Document Distribution Method</Trans>
+                                    </strong>
+                                  </h2>
+
+                                  <p>
+                                    <Trans>
+                                      This is how the document will reach the recipients once the
+                                      document is ready for signing.
+                                    </Trans>
+                                  </p>
+
+                                  <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
+                                    <li>
+                                      <Trans>
+                                        <strong>Email</strong> - The recipient will be emailed the
+                                        document to sign, approve, etc.
+                                      </Trans>
+                                    </li>
+                                    <li>
+                                      <Trans>
+                                        <strong>None</strong> - We will generate links which you can
+                                        send to the recipients manually.
+                                      </Trans>
+                                    </li>
+                                  </ul>
+
+                                  <Trans>
+                                    <strong>Note</strong> - If you use Links in combination with
+                                    direct templates, you will need to manually send the links to
+                                    the remaining recipients.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Select {...field} onValueChange={field.onChange}>
+                                <SelectTrigger className="bg-background text-muted-foreground">
+                                  <SelectValue data-testid="documentDistributionMethodSelectValue" />
+                                </SelectTrigger>
+
+                                <SelectContent position="popper">
+                                  {Object.values(DOCUMENT_DISTRIBUTION_METHODS).map(
+                                    ({ value, description }) => (
+                                      <SelectItem key={value} value={value}>
+                                        {i18n._(description)}
+                                      </SelectItem>
+                                    ),
+                                  )}
+                                </SelectContent>
+                              </Select>
+                            </FormControl>
+                          </FormItem>
+                        )}
+                      />
+                    </>
+                  ))
+                  .with('email', () => (
+                    <>
+                      {organisation.organisationClaim.flags.emailDomains && (
+                        <FormField
+                          control={form.control}
+                          name="meta.emailId"
+                          render={({ field }) => (
+                            <FormItem>
+                              <FormLabel>
+                                <Trans>Email Sender</Trans>
+                              </FormLabel>
+
+                              <FormControl>
+                                <Select
+                                  {...field}
+                                  value={field.value === null ? '-1' : field.value}
+                                  onValueChange={(value) =>
+                                    field.onChange(value === '-1' ? null : value)
+                                  }
+                                >
+                                  <SelectTrigger
+                                    loading={isLoadingEmails}
+                                    className="bg-background"
+                                  >
+                                    <SelectValue />
+                                  </SelectTrigger>
+
+                                  <SelectContent>
+                                    {emails.map((email) => (
+                                      <SelectItem key={email.id} value={email.id}>
+                                        {email.email}
+                                      </SelectItem>
+                                    ))}
+
+                                    <SelectItem value={'-1'}>Documenso</SelectItem>
+                                  </SelectContent>
+                                </Select>
+                              </FormControl>
+
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      )}
+
+                      <FormField
+                        control={form.control}
+                        name="meta.emailReplyTo"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Reply To Email</Trans>{' '}
+                              <span className="text-muted-foreground">(Optional)</span>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="meta.subject"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>
+                                Subject <span className="text-muted-foreground">(Optional)</span>
+                              </Trans>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="meta.message"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Message</Trans>{' '}
+                              <span className="text-muted-foreground">(Optional)</span>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-muted-foreground p-4">
+                                  <DocumentSendEmailMessageHelper />
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Textarea className="bg-background h-16 resize-none" {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <DocumentEmailCheckboxes
+                        value={emailSettings}
+                        onChange={(value) => form.setValue('meta.emailSettings', value)}
+                      />
+                    </>
+                  ))
+                  .with('security', () => (
+                    <>
+                      {organisation.organisationClaim.flags.cfr21 && (
+                        <FormField
+                          control={form.control}
+                          name="globalActionAuth"
+                          render={({ field }) => (
+                            <FormItem>
+                              <FormLabel className="flex flex-row items-center">
+                                <Trans>Recipient action authentication</Trans>
+                                <DocumentGlobalAuthActionTooltip />
+                              </FormLabel>
+
+                              <FormControl>
+                                <DocumentGlobalAuthActionSelect
+                                  value={field.value}
+                                  disabled={field.disabled}
+                                  onValueChange={field.onChange}
+                                />
+                              </FormControl>
+                            </FormItem>
+                          )}
+                        />
+                      )}
+
+                      <FormField
+                        control={form.control}
+                        name="globalAccessAuth"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Document access</Trans>
+                              <DocumentGlobalAuthAccessTooltip />
+                            </FormLabel>
+
+                            <FormControl>
+                              <DocumentGlobalAuthAccessSelect
+                                value={field.value}
+                                disabled={field.disabled}
+                                onValueChange={field.onChange}
+                              />
+                            </FormControl>
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="visibility"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Document visibility</Trans>
+                              <DocumentVisibilityTooltip />
+                            </FormLabel>
+
+                            <FormControl>
+                              <DocumentVisibilitySelect
+                                canUpdateVisibility={canUpdateVisibility}
+                                currentTeamMemberRole={team.currentTeamRole}
+                                {...field}
+                                onValueChange={field.onChange}
+                              />
+                            </FormControl>
+                          </FormItem>
+                        )}
+                      />
+                    </>
+                  ))
+                  .exhaustive()}
+              </fieldset>
+
+              <div className="flex flex-row justify-end gap-4 p-6">
+                <DialogClose asChild>
+                  <Button variant="secondary" disabled={form.formState.isSubmitting}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+                </DialogClose>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Update</Trans>
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/general/envelope-editor/envelope-editor-title-input.tsx

@@ -0,0 +1,85 @@
+import { useEffect, useRef, useState } from 'react';
+
+import { ZDocumentTitleSchema } from '@documenso/trpc/server/document-router/schema';
+import { cn } from '@documenso/ui/lib/utils';
+
+export type EnvelopeItemTitleInputProps = {
+  value: string;
+  onChange: (value: string) => void;
+  className?: string;
+  placeholder?: string;
+  disabled?: boolean;
+};
+
+export const EnvelopeItemTitleInput = ({
+  value,
+  onChange,
+  className,
+  placeholder,
+  disabled,
+}: EnvelopeItemTitleInputProps) => {
+  const [envelopeItemTitle, setEnvelopeItemTitle] = useState(value);
+  const [isError, setIsError] = useState(false);
+
+  const [inputWidth, setInputWidth] = useState(200);
+  const inputRef = useRef<HTMLInputElement>(null);
+  const measureRef = useRef<HTMLSpanElement>(null);
+
+  // Update input width based on content
+  useEffect(() => {
+    if (measureRef.current) {
+      const width = measureRef.current.offsetWidth;
+      setInputWidth(Math.max(width + 16, 100)); // Add padding and minimum width
+    }
+  }, [envelopeItemTitle]);
+
+  const handleTitleChange = (title: string) => {
+    if (title === '') {
+      setIsError(true);
+    }
+
+    setEnvelopeItemTitle(title);
+
+    const parsedTitle = ZDocumentTitleSchema.safeParse(title);
+
+    if (!parsedTitle.success) {
+      setIsError(true);
+      return;
+    }
+
+    setIsError(false);
+
+    onChange(parsedTitle.data);
+  };
+
+  return (
+    <div className="relative">
+      {/* Hidden span to measure text width */}
+      <span
+        ref={measureRef}
+        className="pointer-events-none absolute left-0 top-0 whitespace-nowrap text-sm font-medium text-gray-600 opacity-0"
+        style={{ font: 'inherit' }}
+      >
+        {envelopeItemTitle || placeholder}
+      </span>
+      <input
+        data-1p-ignore
+        autoComplete="off"
+        ref={inputRef}
+        type="text"
+        value={envelopeItemTitle}
+        onChange={(e) => handleTitleChange(e.target.value)}
+        disabled={disabled}
+        style={{ width: `${inputWidth}px` }}
+        className={cn(
+          'text-foreground hover:outline-muted-foreground focus:outline-muted-foreground rounded-sm border-0 bg-transparent p-1 text-sm font-medium outline-none hover:outline hover:outline-1 focus:outline focus:outline-1',
+          className,
+          {
+            'outline-red-500': isError,
+          },
+        )}
+        placeholder={placeholder}
+      />
+    </div>
+  );
+};

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

@@ -0,0 +1,382 @@
+import { useMemo, useState } from 'react';
+
+import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
+import type { DropResult } from '@hello-pangea/dnd';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { DocumentStatus } from '@prisma/client';
+import { FileWarningIcon, GripVerticalIcon, Loader2 } from 'lucide-react';
+import { X } from 'lucide-react';
+import { ErrorCode as DropzoneErrorCode, type FileRejection } from 'react-dropzone';
+import { Link } from 'react-router';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import {
+  useCurrentEnvelopeEditor,
+  useDebounceFunction,
+} from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { nanoid } from '@documenso/lib/universal/id';
+import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
+import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopeItemsPayload } from '@documenso/trpc/server/envelope-router/create-envelope-items.types';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from '@documenso/ui/primitives/card';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
+
+import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
+import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
+
+type LocalFile = {
+  id: string;
+  title: string;
+  envelopeItemId: string | null;
+  isUploading: boolean;
+  isError: boolean;
+};
+
+export const EnvelopeEditorUploadPage = () => {
+  const organisation = useCurrentOrganisation();
+
+  const { t } = useLingui();
+  const { envelope, setLocalEnvelope, relativePath } = useCurrentEnvelopeEditor();
+  const { maximumEnvelopeItemCount, remaining } = useLimits();
+  const { toast } = useToast();
+
+  const [localFiles, setLocalFiles] = useState<LocalFile[]>(
+    envelope.envelopeItems
+      .sort((a, b) => a.order - b.order)
+      .map((item) => ({
+        id: item.id,
+        title: item.title,
+        envelopeItemId: item.id,
+        isUploading: false,
+        isError: false,
+      })),
+  );
+
+  const { mutateAsync: createEnvelopeItems, isPending: isCreatingEnvelopeItems } =
+    trpc.envelope.item.createMany.useMutation({
+      onSuccess: ({ data }) => {
+        const createdEnvelopes = data.filter(
+          (item) => !envelope.envelopeItems.find((envelopeItem) => envelopeItem.id === item.id),
+        );
+
+        setLocalEnvelope({
+          envelopeItems: [...envelope.envelopeItems, ...createdEnvelopes],
+        });
+      },
+    });
+
+  const { mutateAsync: updateEnvelopeItems } = trpc.envelope.item.updateMany.useMutation({
+    onSuccess: ({ data }) => {
+      setLocalEnvelope({
+        envelopeItems: envelope.envelopeItems.map((originalItem) => {
+          const updatedItem = data.find((item) => item.id === originalItem.id);
+
+          if (updatedItem) {
+            return {
+              ...originalItem,
+              ...updatedItem,
+            };
+          }
+
+          return originalItem;
+        }),
+      });
+    },
+  });
+
+  const canItemsBeModified = useMemo(
+    () => canEnvelopeItemsBeModified(envelope, envelope.recipients),
+    [envelope, envelope.recipients],
+  );
+
+  const onFileDrop = async (files: File[]) => {
+    const newUploadingFiles: (LocalFile & { file: File })[] = files.map((file) => ({
+      id: nanoid(),
+      envelopeItemId: null,
+      title: file.name,
+      file,
+      isUploading: true,
+      isError: false,
+    }));
+
+    setLocalFiles((prev) => [...prev, ...newUploadingFiles]);
+
+    const payload = {
+      envelopeId: envelope.id,
+    } satisfies TCreateEnvelopeItemsPayload;
+
+    const formData = new FormData();
+
+    formData.append('payload', JSON.stringify(payload));
+
+    for (const file of files) {
+      formData.append('files', file);
+    }
+
+    const { data } = await createEnvelopeItems(formData).catch((error) => {
+      console.error(error);
+
+      // Set error state on files in batch upload.
+      setLocalFiles((prev) =>
+        prev.map((uploadingFile) =>
+          uploadingFile.id === newUploadingFiles.find((file) => file.id === uploadingFile.id)?.id
+            ? { ...uploadingFile, isError: true, isUploading: false }
+            : uploadingFile,
+        ),
+      );
+
+      throw error;
+    });
+
+    setLocalFiles((prev) => {
+      const filteredFiles = prev.filter(
+        (uploadingFile) =>
+          uploadingFile.id !== newUploadingFiles.find((file) => file.id === uploadingFile.id)?.id,
+      );
+
+      return filteredFiles.concat(
+        data.map((item) => ({
+          id: item.id,
+          envelopeItemId: item.id,
+          title: item.title,
+          isUploading: false,
+          isError: false,
+        })),
+      );
+    });
+  };
+
+  /**
+   * Hide the envelope item from the list on deletion.
+   */
+  const onFileDelete = (envelopeItemId: string) => {
+    setLocalFiles((prev) => prev.filter((uploadingFile) => uploadingFile.id !== envelopeItemId));
+
+    setLocalEnvelope({
+      envelopeItems: envelope.envelopeItems.filter((item) => item.id !== envelopeItemId),
+    });
+  };
+
+  /**
+   * Handle drag end for reordering files.
+   */
+  const onDragEnd = (result: DropResult) => {
+    if (!result.destination) {
+      return;
+    }
+
+    const items = Array.from(localFiles);
+    const [reorderedItem] = items.splice(result.source.index, 1);
+    items.splice(result.destination.index, 0, reorderedItem);
+
+    setLocalFiles(items);
+    debouncedUpdateEnvelopeItems(items);
+  };
+
+  const debouncedUpdateEnvelopeItems = useDebounceFunction((files: LocalFile[]) => {
+    void updateEnvelopeItems({
+      envelopeId: envelope.id,
+      data: files
+        .filter((item) => item.envelopeItemId)
+        .map((item, index) => ({
+          envelopeItemId: item.envelopeItemId || '',
+          order: index + 1,
+          title: item.title,
+        })),
+    });
+  }, 1000);
+
+  const onEnvelopeItemTitleChange = (envelopeItemId: string, title: string) => {
+    const newLocalFilesValue = localFiles.map((uploadingFile) =>
+      uploadingFile.envelopeItemId === envelopeItemId ? { ...uploadingFile, title } : uploadingFile,
+    );
+
+    setLocalFiles(newLocalFilesValue);
+    debouncedUpdateEnvelopeItems(newLocalFilesValue);
+  };
+
+  const dropzoneDisabledMessage = useMemo(() => {
+    if (!canItemsBeModified) {
+      return msg`Cannot upload items after the document has been sent`;
+    }
+
+    if (organisation.subscription && remaining.documents === 0) {
+      return msg`Document upload disabled due to unpaid invoices`;
+    }
+
+    if (maximumEnvelopeItemCount <= localFiles.length) {
+      return msg`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`;
+    }
+
+    return null;
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [localFiles.length, maximumEnvelopeItemCount, remaining.documents]);
+
+  const onFileDropRejected = (fileRejections: FileRejection[]) => {
+    const maxItemsReached = fileRejections.some((fileRejection) =>
+      fileRejection.errors.some((error) => error.code === DropzoneErrorCode.TooManyFiles),
+    );
+
+    if (maxItemsReached) {
+      toast({
+        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        duration: 5000,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
+    toast({
+      title: t`Upload failed`,
+      description: t`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  return (
+    <div className="mx-auto max-w-4xl space-y-6 p-8">
+      <Card backdropBlur={false} className="border">
+        <CardHeader className="pb-3">
+          <CardTitle>
+            <Trans>Documents</Trans>
+          </CardTitle>
+          <CardDescription>
+            <Trans>Add and configure multiple documents</Trans>
+          </CardDescription>
+        </CardHeader>
+
+        <CardContent>
+          <DocumentDropzone
+            onDrop={onFileDrop}
+            allowMultiple
+            className="pb-4 pt-6"
+            disabled={dropzoneDisabledMessage !== null}
+            disabledMessage={dropzoneDisabledMessage || undefined}
+            disabledHeading={msg`Upload disabled`}
+            maxFiles={maximumEnvelopeItemCount - localFiles.length}
+            onDropRejected={onFileDropRejected}
+          />
+
+          {/* Uploaded Files List */}
+          <div className="mt-4">
+            <DragDropContext onDragEnd={onDragEnd}>
+              <Droppable droppableId="files">
+                {(provided) => (
+                  <div {...provided.droppableProps} ref={provided.innerRef} className="space-y-2">
+                    {localFiles.map((localFile, index) => (
+                      <Draggable
+                        key={localFile.id}
+                        isDragDisabled={isCreatingEnvelopeItems || !canItemsBeModified}
+                        draggableId={localFile.id}
+                        index={index}
+                      >
+                        {(provided, snapshot) => (
+                          <div
+                            ref={provided.innerRef}
+                            {...provided.draggableProps}
+                            style={provided.draggableProps.style}
+                            className={`bg-accent/50 flex items-center justify-between rounded-lg p-3 transition-shadow ${
+                              snapshot.isDragging ? 'shadow-md' : ''
+                            }`}
+                          >
+                            <div className="flex items-center space-x-3">
+                              <div
+                                {...provided.dragHandleProps}
+                                className="cursor-grab active:cursor-grabbing"
+                              >
+                                <GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
+                              </div>
+
+                              <div>
+                                {localFile.envelopeItemId !== null ? (
+                                  <EnvelopeItemTitleInput
+                                    disabled={envelope.status !== DocumentStatus.DRAFT}
+                                    value={localFile.title}
+                                    placeholder={t`Document Title`}
+                                    onChange={(title) => {
+                                      onEnvelopeItemTitleChange(localFile.envelopeItemId!, title);
+                                    }}
+                                  />
+                                ) : (
+                                  <p className="text-sm font-medium">{localFile.title}</p>
+                                )}
+
+                                <div className="text-muted-foreground text-xs">
+                                  {localFile.isUploading ? (
+                                    <Trans>Uploading</Trans>
+                                  ) : localFile.isError ? (
+                                    <Trans>Something went wrong while uploading this file</Trans>
+                                  ) : // <div className="text-xs text-gray-500">2.4 MB • 3 pages</div>
+                                  null}
+                                </div>
+                              </div>
+                            </div>
+                            <div className="flex items-center space-x-2">
+                              {localFile.isUploading && (
+                                <div className="flex h-6 w-10 items-center justify-center">
+                                  <Loader2 className="text-muted-foreground h-4 w-4 animate-spin" />
+                                </div>
+                              )}
+
+                              {localFile.isError && (
+                                <div className="flex h-6 w-10 items-center justify-center">
+                                  <FileWarningIcon className="text-destructive h-4 w-4" />
+                                </div>
+                              )}
+
+                              {!localFile.isUploading && localFile.envelopeItemId && (
+                                <EnvelopeItemDeleteDialog
+                                  canItemBeDeleted={canItemsBeModified}
+                                  envelopeId={envelope.id}
+                                  envelopeItemId={localFile.envelopeItemId}
+                                  envelopeItemTitle={localFile.title}
+                                  onDelete={onFileDelete}
+                                  trigger={
+                                    <Button variant="ghost" size="sm">
+                                      <X className="h-4 w-4" />
+                                    </Button>
+                                  }
+                                />
+                              )}
+                            </div>
+                          </div>
+                        )}
+                      </Draggable>
+                    ))}
+                    {provided.placeholder}
+                  </div>
+                )}
+              </Droppable>
+            </DragDropContext>
+          </div>
+        </CardContent>
+      </Card>
+
+      {/* Recipients Section */}
+      <EnvelopeEditorRecipientForm />
+
+      <div className="flex justify-end">
+        <Button asChild>
+          <Link to={`${relativePath.editorPath}?step=addFields`}>
+            <Trans>Add Fields</Trans>
+          </Link>
+        </Button>
+      </div>
+    </div>
+  );
+};

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

@@ -0,0 +1,382 @@
+import { useEffect, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { motion } from 'framer-motion';
+import {
+  ArrowLeftIcon,
+  CopyPlusIcon,
+  DownloadCloudIcon,
+  EyeIcon,
+  LinkIcon,
+  MousePointer,
+  SendIcon,
+  SettingsIcon,
+  Trash2Icon,
+  Upload,
+} from 'lucide-react';
+import { useNavigate, useSearchParams } from 'react-router';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import {
+  mapSecondaryIdToDocumentId,
+  mapSecondaryIdToTemplateId,
+} from '@documenso/lib/utils/envelope';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { Button } from '@documenso/ui/primitives/button';
+import { Separator } from '@documenso/ui/primitives/separator';
+import { SpinnerBox } from '@documenso/ui/primitives/spinner';
+
+import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
+import { EnvelopeDistributeDialog } from '~/components/dialogs/envelope-distribute-dialog';
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+import { EnvelopeDuplicateDialog } from '~/components/dialogs/envelope-duplicate-dialog';
+import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
+import { TemplateDeleteDialog } from '~/components/dialogs/template-delete-dialog';
+import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
+import { EnvelopeEditorSettingsDialog } from '~/components/general/envelope-editor/envelope-editor-settings-dialog';
+
+import { EnvelopeEditorFieldsPage } from './envelope-editor-fields-page';
+import EnvelopeEditorHeader from './envelope-editor-header';
+import { EnvelopeEditorPreviewPage } from './envelope-editor-preview-page';
+import { EnvelopeEditorUploadPage } from './envelope-editor-upload-page';
+
+type EnvelopeEditorStep = 'upload' | 'addFields' | 'preview';
+
+const envelopeEditorSteps = [
+  {
+    id: 'upload',
+    order: 1,
+    title: msg`Document & Recipients`,
+    icon: Upload,
+    description: msg`Upload documents and add recipients`,
+  },
+  {
+    id: 'addFields',
+    order: 2,
+    title: msg`Add Fields`,
+    icon: MousePointer,
+    description: msg`Place and configure form fields in the document`,
+  },
+  {
+    id: 'preview',
+    order: 3,
+    title: msg`Preview`,
+    icon: EyeIcon,
+    description: msg`Preview the document before sending`,
+  },
+];
+
+export default function EnvelopeEditor() {
+  const { t } = useLingui();
+
+  const navigate = useNavigate();
+
+  const {
+    envelope,
+    isDocument,
+    isTemplate,
+    isAutosaving,
+    flushAutosave,
+    relativePath,
+    editorFields,
+  } = useCurrentEnvelopeEditor();
+
+  const [searchParams, setSearchParams] = useSearchParams();
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isStepLoading, setIsStepLoading] = useState(false);
+
+  const [currentStep, setCurrentStep] = useState<EnvelopeEditorStep>(() => {
+    const searchParamStep = searchParams.get('step') as EnvelopeEditorStep | undefined;
+
+    // Empty URL param equals upload, otherwise use the step URL param
+    if (!searchParamStep) {
+      return 'upload';
+    }
+
+    const validSteps: EnvelopeEditorStep[] = ['upload', 'addFields', 'preview'];
+
+    if (validSteps.includes(searchParamStep)) {
+      return searchParamStep;
+    }
+
+    return 'upload';
+  });
+
+  const navigateToStep = (step: EnvelopeEditorStep) => {
+    setCurrentStep(step);
+
+    void flushAutosave();
+
+    if (!isStepLoading && isAutosaving) {
+      setIsStepLoading(true);
+    }
+
+    // Update URL params: empty for upload, otherwise set the step
+    if (step === 'upload') {
+      setSearchParams((prev) => {
+        const newParams = new URLSearchParams(prev);
+        newParams.delete('step');
+        return newParams;
+      });
+    } else {
+      setSearchParams((prev) => {
+        const newParams = new URLSearchParams(prev);
+        newParams.set('step', step);
+        return newParams;
+      });
+    }
+  };
+
+  // Watch the URL params and setStep if the step changes.
+  useEffect(() => {
+    const stepParam = searchParams.get('step') || envelopeEditorSteps[0].id;
+
+    const foundStep = envelopeEditorSteps.find((step) => step.id === stepParam);
+
+    if (foundStep && foundStep.id !== currentStep) {
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      navigateToStep(foundStep.id as EnvelopeEditorStep);
+    }
+  }, [searchParams]);
+
+  useEffect(() => {
+    if (!isAutosaving) {
+      setIsStepLoading(false);
+    }
+  }, [isAutosaving]);
+
+  const currentStepData =
+    envelopeEditorSteps.find((step) => step.id === currentStep) || envelopeEditorSteps[0];
+
+  return (
+    <div className="dark:bg-background h-screen w-screen bg-gray-50">
+      <EnvelopeEditorHeader />
+
+      {/* Main Content Area */}
+      <div className="flex h-[calc(100vh-4rem)] w-screen">
+        {/* Left Section - Step Navigation */}
+        <div className="bg-background border-border flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4">
+          {/* Left section step selector. */}
+          <div className="px-4">
+            <h3 className="text-foreground flex items-end justify-between text-sm font-semibold">
+              {isDocument ? <Trans>Document Editor</Trans> : <Trans>Template Editor</Trans>}
+
+              <span className="text-muted-foreground bg-muted/50 ml-2 rounded border px-2 py-0.5 text-xs">
+                <Trans context="The step counter">
+                  Step {currentStepData.order}/{envelopeEditorSteps.length}
+                </Trans>
+              </span>
+            </h3>
+
+            <div className="bg-muted relative my-4 h-[4px] rounded-md">
+              <motion.div
+                layout="size"
+                layoutId="document-flow-container-step"
+                className="bg-documenso absolute inset-y-0 left-0"
+                style={{
+                  width: `${(100 / envelopeEditorSteps.length) * (currentStepData.order ?? 0)}%`,
+                }}
+              />
+            </div>
+
+            <div className="space-y-3">
+              {envelopeEditorSteps.map((step) => {
+                const Icon = step.icon;
+                const isActive = currentStep === step.id;
+
+                return (
+                  <div
+                    key={step.id}
+                    className={`cursor-pointer rounded-lg p-3 transition-colors ${
+                      isActive
+                        ? 'border border-green-200 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10'
+                        : 'border border-gray-200 hover:bg-gray-50 dark:border-gray-400/20 dark:hover:bg-gray-400/10'
+                    }`}
+                    onClick={() => navigateToStep(step.id as EnvelopeEditorStep)}
+                  >
+                    <div className="flex items-center space-x-3">
+                      <div
+                        className={`rounded border p-2 ${
+                          isActive
+                            ? 'border-green-200 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10'
+                            : 'border-gray-100 bg-gray-100 dark:border-gray-400/20 dark:bg-gray-400/10'
+                        }`}
+                      >
+                        <Icon
+                          className={`h-4 w-4 ${isActive ? 'text-green-600' : 'text-gray-600'}`}
+                        />
+                      </div>
+                      <div>
+                        <div
+                          className={`text-sm font-medium ${
+                            isActive
+                              ? 'text-green-900 dark:text-green-400'
+                              : 'text-foreground dark:text-muted-foreground'
+                          }`}
+                        >
+                          {t(step.title)}
+                        </div>
+                        <div className="text-muted-foreground text-xs">{t(step.description)}</div>
+                      </div>
+                    </div>
+                  </div>
+                );
+              })}
+            </div>
+          </div>
+
+          <Separator className="my-6" />
+
+          {/* Quick Actions. */}
+          <div className="space-y-3 px-4">
+            <h4 className="text-foreground text-sm font-semibold">
+              <Trans>Quick Actions</Trans>
+            </h4>
+            <EnvelopeEditorSettingsDialog
+              trigger={
+                <Button variant="ghost" size="sm" className="w-full justify-start">
+                  <SettingsIcon className="mr-2 h-4 w-4" />
+                  {isDocument ? <Trans>Document Settings</Trans> : <Trans>Template Settings</Trans>}
+                </Button>
+              }
+            />
+
+            {isDocument && (
+              <EnvelopeDistributeDialog
+                envelope={{
+                  ...envelope,
+                  fields: editorFields.localFields,
+                }}
+                documentRootPath={relativePath.documentRootPath}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Send Document</Trans>
+                  </Button>
+                }
+              />
+            )}
+
+            {isDocument && (
+              <EnvelopeRedistributeDialog
+                envelope={envelope}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Resend Document</Trans>
+                  </Button>
+                }
+              />
+            )}
+
+            {/* <Button variant="ghost" size="sm" className="w-full justify-start">
+              <FileText className="mr-2 h-4 w-4" />
+              Save as Template
+            </Button> */}
+
+            {isTemplate && (
+              <TemplateDirectLinkDialog
+                templateId={mapSecondaryIdToTemplateId(envelope.secondaryId)}
+                directLink={envelope.directLink}
+                recipients={envelope.recipients}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <LinkIcon className="mr-2 h-4 w-4" />
+                    <Trans>Direct Link</Trans>
+                  </Button>
+                }
+              />
+            )}
+
+            <EnvelopeDuplicateDialog
+              envelopeId={envelope.id}
+              envelopeType={envelope.type}
+              trigger={
+                <Button variant="ghost" size="sm" className="w-full justify-start">
+                  <CopyPlusIcon className="mr-2 h-4 w-4" />
+                  {isDocument ? (
+                    <Trans>Duplicate Document</Trans>
+                  ) : (
+                    <Trans>Duplicate Template</Trans>
+                  )}
+                </Button>
+              }
+            />
+
+            <EnvelopeDownloadDialog
+              envelopeId={envelope.id}
+              envelopeStatus={envelope.status}
+              envelopeItems={envelope.envelopeItems}
+              trigger={
+                <Button variant="ghost" size="sm" className="w-full justify-start">
+                  <DownloadCloudIcon className="mr-2 h-4 w-4" />
+                  <Trans>Download PDF</Trans>
+                </Button>
+              }
+            />
+
+            <Button
+              variant="ghost"
+              size="sm"
+              className="w-full justify-start"
+              onClick={() => setDeleteDialogOpen(true)}
+            >
+              <Trash2Icon className="mr-2 h-4 w-4" />
+              {isDocument ? <Trans>Delete Document</Trans> : <Trans>Delete Template</Trans>}
+            </Button>
+          </div>
+
+          {isDocument ? (
+            <DocumentDeleteDialog
+              id={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+              status={envelope.status}
+              documentTitle={envelope.title}
+              canManageDocument={true}
+              open={isDeleteDialogOpen}
+              onOpenChange={setDeleteDialogOpen}
+              onDelete={async () => {
+                await navigate(relativePath.documentRootPath);
+              }}
+            />
+          ) : (
+            <TemplateDeleteDialog
+              id={mapSecondaryIdToTemplateId(envelope.secondaryId)}
+              open={isDeleteDialogOpen}
+              onOpenChange={setDeleteDialogOpen}
+              onDelete={async () => {
+                await navigate(relativePath.templateRootPath);
+              }}
+            />
+          )}
+
+          {/* Footer of left sidebar. */}
+          <div className="mt-auto px-4">
+            <Button variant="ghost" className="w-full justify-start" asChild>
+              <Link to={relativePath.basePath}>
+                <ArrowLeftIcon className="mr-2 h-4 w-4" />
+                {isDocument ? (
+                  <Trans>Return to documents</Trans>
+                ) : (
+                  <Trans>Return to templates</Trans>
+                )}
+              </Link>
+            </Button>
+          </div>
+        </div>
+
+        {/* Main Content - Changes based on current step */}
+        <AnimateGenericFadeInOut className="flex-1 overflow-y-auto" key={currentStep}>
+          {match({ currentStep, isStepLoading })
+            .with({ isStepLoading: true }, () => <SpinnerBox className="py-32" />)
+            .with({ currentStep: 'upload' }, () => <EnvelopeEditorUploadPage />)
+            .with({ currentStep: 'addFields' }, () => <EnvelopeEditorFieldsPage />)
+            .with({ currentStep: 'preview' }, () => <EnvelopeEditorPreviewPage />)
+            .exhaustive()}
+        </AnimateGenericFadeInOut>
+      </div>
+    </div>
+  );
+}

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

@@ -0,0 +1,88 @@
+import { Plural } from '@lingui/react/macro';
+
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { cn } from '@documenso/ui/lib/utils';
+
+type EnvelopeItemSelectorProps = {
+  number: number;
+  primaryText: React.ReactNode;
+  secondaryText: React.ReactNode;
+  isSelected: boolean;
+  buttonProps: React.ButtonHTMLAttributes<HTMLButtonElement>;
+};
+
+export const EnvelopeItemSelector = ({
+  number,
+  primaryText,
+  secondaryText,
+  isSelected,
+  buttonProps,
+}: EnvelopeItemSelectorProps) => {
+  return (
+    <button
+      title={typeof primaryText === 'string' ? primaryText : undefined}
+      className={`flex h-fit max-w-72 flex-shrink-0 cursor-pointer items-center space-x-3 rounded-lg border px-4 py-3 transition-colors ${
+        isSelected
+          ? 'border-green-200 bg-green-50 text-green-900 dark:border-green-400/30 dark:bg-green-400/10 dark:text-green-400'
+          : 'border-border bg-muted/50 hover:bg-muted/70'
+      }`}
+      {...buttonProps}
+    >
+      <div
+        className={`flex h-6 w-6 flex-shrink-0 items-center justify-center rounded-full text-xs font-medium ${
+          isSelected ? 'bg-green-100 text-green-600' : 'bg-gray-200 text-gray-600'
+        }`}
+      >
+        {number}
+      </div>
+      <div className="min-w-0 text-left">
+        <div className="truncate text-sm font-medium">{primaryText}</div>
+        <div className="text-xs text-gray-500">{secondaryText}</div>
+      </div>
+      <div
+        className={cn('h-2 w-2 flex-shrink-0 rounded-full', {
+          'bg-green-500': isSelected,
+        })}
+      ></div>
+    </button>
+  );
+};
+
+type EnvelopeRendererFileSelectorProps = {
+  fields: { envelopeItemId: string }[];
+  className?: string;
+  secondaryOverride?: React.ReactNode;
+};
+
+export const EnvelopeRendererFileSelector = ({
+  fields,
+  className,
+  secondaryOverride,
+}: EnvelopeRendererFileSelectorProps) => {
+  const { envelopeItems, currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  return (
+    <div className={cn('flex h-fit flex-shrink-0 space-x-2 overflow-x-auto p-4', className)}>
+      {envelopeItems.map((doc, i) => (
+        <EnvelopeItemSelector
+          key={doc.id}
+          number={i + 1}
+          primaryText={doc.title}
+          secondaryText={
+            secondaryOverride ?? (
+              <Plural
+                one="1 Field"
+                other="# Fields"
+                value={fields.filter((field) => field.envelopeItemId === doc.id).length}
+              />
+            )
+          }
+          isSelected={currentEnvelopeItem?.id === doc.id}
+          buttonProps={{
+            onClick: () => setCurrentEnvelopeItem(doc.id),
+          }}
+        />
+      ))}
+    </div>
+  );
+};

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

@@ -0,0 +1,180 @@
+import { useEffect, useMemo } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { type Recipient, SigningStatus } from '@prisma/client';
+import type Konva from 'konva';
+
+import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
+import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
+import { EnvelopeRecipientFieldTooltip } from '@documenso/ui/components/document/envelope-recipient-field-tooltip';
+
+type GenericLocalField = TEnvelope['fields'][number] & {
+  recipient: Pick<Recipient, 'id' | 'name' | 'email' | 'signingStatus'>;
+};
+
+export default function EnvelopeGenericPageRenderer() {
+  const { i18n } = useLingui();
+
+  const {
+    currentEnvelopeItem,
+    fields,
+    recipients,
+    getRecipientColorKey,
+    setRenderError,
+    overrideSettings,
+  } = useCurrentEnvelopeRender();
+
+  const {
+    stage,
+    pageLayer,
+    canvasElement,
+    konvaContainer,
+    pageContext,
+    scaledViewport,
+    unscaledViewport,
+  } = usePageRenderer(({ stage, pageLayer }) => {
+    createPageCanvas(stage, pageLayer);
+  });
+
+  const { _className, scale } = pageContext;
+
+  const localPageFields = useMemo((): GenericLocalField[] => {
+    return fields
+      .filter(
+        (field) =>
+          field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
+      )
+      .map((field) => {
+        const recipient = recipients.find((recipient) => recipient.id === field.recipientId);
+
+        if (!recipient) {
+          throw new Error(`Recipient not found for field ${field.id}`);
+        }
+
+        return {
+          ...field,
+          recipient,
+        };
+      });
+  }, [fields, pageContext.pageNumber, currentEnvelopeItem?.id, recipients]);
+
+  const unsafeRenderFieldOnLayer = (field: GenericLocalField) => {
+    if (!pageLayer.current) {
+      console.error('Layer not loaded yet');
+      return;
+    }
+
+    const { recipient } = field;
+
+    const fieldTranslations = getClientSideFieldTranslations(i18n);
+
+    const isInserted = recipient.signingStatus === SigningStatus.SIGNED && field.inserted;
+
+    renderField({
+      scale,
+      pageLayer: pageLayer.current,
+      field: {
+        renderId: field.id.toString(),
+        ...field,
+        width: Number(field.width),
+        height: Number(field.height),
+        positionX: Number(field.positionX),
+        positionY: Number(field.positionY),
+        customText: isInserted ? field.customText : '',
+        fieldMeta: field.fieldMeta,
+        signature: {
+          signatureImageAsBase64: '',
+          typedSignature: fieldTranslations.SIGNATURE,
+        },
+      },
+      translations: fieldTranslations,
+      pageWidth: unscaledViewport.width,
+      pageHeight: unscaledViewport.height,
+      color: getRecipientColorKey(field.recipientId),
+      editable: false,
+      mode: overrideSettings?.mode ?? 'sign',
+    });
+  };
+
+  const renderFieldOnLayer = (field: GenericLocalField) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
+  /**
+   * Initialize the Konva page canvas and all fields and interactions.
+   */
+  const createPageCanvas = (_currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
+    // Render the fields.
+    for (const field of localPageFields) {
+      renderFieldOnLayer(field);
+    }
+
+    currentPageLayer.batchDraw();
+  };
+
+  /**
+   * Render fields when they are added or removed
+   */
+  useEffect(() => {
+    if (!pageLayer.current || !stage.current) {
+      return;
+    }
+
+    // If doesn't exist in localFields, destroy it since it's been deleted.
+    pageLayer.current.find('Group').forEach((group) => {
+      if (
+        group.name() === 'field-group' &&
+        !localPageFields.some((field) => field.id.toString() === group.id())
+      ) {
+        group.destroy();
+      }
+    });
+
+    // If it exists, rerender.
+    localPageFields.forEach((field) => {
+      renderFieldOnLayer(field);
+    });
+
+    pageLayer.current.batchDraw();
+  }, [localPageFields]);
+
+  if (!currentEnvelopeItem) {
+    return null;
+  }
+
+  return (
+    <div
+      className="relative w-full"
+      key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
+    >
+      {overrideSettings?.showRecipientTooltip &&
+        localPageFields.map((field) => (
+          <EnvelopeRecipientFieldTooltip
+            key={field.id}
+            field={field}
+            showFieldStatus={overrideSettings?.showRecipientSigningStatus}
+            showRecipientTooltip={overrideSettings?.showRecipientTooltip}
+          />
+        ))}
+
+      {/* The element Konva will inject it's canvas into. */}
+      <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
+
+      {/* Canvas the PDF will be rendered on. */}
+      <canvas
+        className={`${_className}__canvas z-0`}
+        ref={canvasElement}
+        height={scaledViewport.height}
+        width={scaledViewport.width}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,133 @@
+import { useMemo } from 'react';
+
+import { Plural, Trans } from '@lingui/react/macro';
+import { FieldType, RecipientRole } from '@prisma/client';
+
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
+
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
+import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
+
+export default function EnvelopeSignerForm() {
+  const {
+    fullName,
+    signature,
+    setFullName,
+    setSignature,
+    envelope,
+    recipientFields,
+    recipient,
+    assistantFields,
+    assistantRecipients,
+    selectedAssistantRecipient,
+    setSelectedAssistantRecipientId,
+  } = useRequiredEnvelopeSigningContext();
+
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
+
+  const hasSignatureField = useMemo(() => {
+    return recipientFields.some((field) => field.type === FieldType.SIGNATURE);
+  }, [recipientFields]);
+
+  const isSubmitting = false;
+
+  if (recipient.role === RecipientRole.VIEWER) {
+    return null;
+  }
+
+  if (recipient.role === RecipientRole.ASSISTANT) {
+    return (
+      <fieldset className="embed--DocumentWidgetForm dark:bg-background border-border rounded-2xl sm:border sm:p-3">
+        <RadioGroup
+          className="gap-0 space-y-2 shadow-none sm:space-y-3"
+          value={selectedAssistantRecipient?.id?.toString()}
+          onValueChange={(value) => {
+            setSelectedAssistantRecipientId(Number(value));
+          }}
+        >
+          {assistantRecipients
+            .filter((r) => r.fields.length > 0)
+            .map((r) => (
+              <div
+                key={r.id}
+                className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
+              >
+                <div className="flex items-center justify-between">
+                  <div className="flex items-center gap-3">
+                    <RadioGroupItem
+                      id={r.id.toString()}
+                      value={r.id.toString()}
+                      className="after:absolute after:inset-0"
+                    />
+
+                    <div className="grid grow gap-1">
+                      <Label className="inline-flex items-start" htmlFor={r.id.toString()}>
+                        {r.name}
+
+                        {r.id === recipient.id && (
+                          <span className="text-muted-foreground ml-2">
+                            <Trans>(You)</Trans>
+                          </span>
+                        )}
+                      </Label>
+                      <p className="text-muted-foreground text-xs">{r.email}</p>
+                    </div>
+                  </div>
+                  <div className="text-muted-foreground text-xs leading-[inherit]">
+                    <Plural
+                      value={assistantFields.filter((field) => field.recipientId === r.id).length}
+                      one="# field"
+                      other="# fields"
+                    />
+                  </div>
+                </div>
+              </div>
+            ))}
+        </RadioGroup>
+      </fieldset>
+    );
+  }
+
+  return (
+    <fieldset disabled={isSubmitting} className="flex flex-1 flex-col gap-4">
+      <div className="flex flex-1 flex-col gap-y-4">
+        <div>
+          <Label htmlFor="full-name">
+            <Trans>Full Name</Trans>
+          </Label>
+
+          <Input
+            type="text"
+            id="full-name"
+            className="bg-background mt-2"
+            value={fullName}
+            disabled={isNameLocked}
+            onChange={(e) => !isNameLocked && setFullName(e.target.value.trimStart())}
+          />
+        </div>
+
+        {hasSignatureField && (
+          <div>
+            <Label htmlFor="Signature">
+              <Trans>Signature</Trans>
+            </Label>
+
+            <SignaturePadDialog
+              className="mt-2"
+              disabled={isSubmitting}
+              value={signature ?? ''}
+              onChange={(v) => setSignature(v ?? '')}
+              typedSignatureEnabled={envelope.documentMeta.typedSignatureEnabled}
+              uploadSignatureEnabled={envelope.documentMeta.uploadSignatureEnabled}
+              drawSignatureEnabled={envelope.documentMeta.drawSignatureEnabled}
+            />
+          </div>
+        )}
+      </div>
+    </fieldset>
+  );
+}

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

@@ -0,0 +1,142 @@
+import { Plural, Trans } from '@lingui/react/macro';
+import { EnvelopeType, RecipientRole } from '@prisma/client';
+import { BanIcon, DownloadCloudIcon } from 'lucide-react';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+import { BrandingLogo } from '~/components/general/branding-logo';
+
+import { BrandingLogoIcon } from '../branding-logo-icon';
+import { DocumentSigningRejectDialog } from '../document-signing/document-signing-reject-dialog';
+import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
+import { EnvelopeSignerCompleteDialog } from './envelope-signing-complete-dialog';
+
+export const EnvelopeSignerHeader = () => {
+  const { envelopeData, envelope, recipientFieldsRemaining, recipient } =
+    useRequiredEnvelopeSigningContext();
+
+  return (
+    <nav className="embed--DocumentWidgetHeader bg-background border-border max-w-screen flex flex-row justify-between border-b px-4 py-3 md:px-6">
+      {/* Left side - Logo and title */}
+      <div className="flex min-w-0 flex-1 items-center space-x-2 md:w-auto md:flex-none">
+        <Link to="/" className="flex-shrink-0">
+          {envelopeData.settings.brandingEnabled && envelopeData.settings.brandingLogo ? (
+            <img
+              src={`/api/branding/logo/team/${envelope.teamId}`}
+              alt={`${envelope.team.name}'s Logo`}
+              className="h-6 w-auto"
+            />
+          ) : (
+            <>
+              <BrandingLogo className="hidden h-6 w-auto md:block" />
+              <BrandingLogoIcon className="h-6 w-auto md:hidden" />
+            </>
+          )}
+        </Link>
+
+        <h1
+          title={envelope.title}
+          className="text-foreground min-w-0 truncate text-base font-semibold md:hidden"
+        >
+          {envelope.title}
+        </h1>
+
+        <Separator orientation="vertical" className="hidden h-6 md:block" />
+
+        <div className="hidden items-center space-x-2 md:flex">
+          <h1 className="text-foreground whitespace-nowrap text-sm font-medium">
+            {envelope.title}
+          </h1>
+
+          <Badge>
+            {match(recipient.role)
+              .with(RecipientRole.VIEWER, () => <Trans>Viewer</Trans>)
+              .with(RecipientRole.SIGNER, () => <Trans>Signer</Trans>)
+              .with(RecipientRole.APPROVER, () => <Trans>Approver</Trans>)
+              .with(RecipientRole.ASSISTANT, () => <Trans>Assistant</Trans>)
+              .otherwise(() => null)}
+          </Badge>
+        </div>
+      </div>
+
+      {/* Right side - Desktop content */}
+      <div className="hidden items-center space-x-2 lg:flex">
+        <p className="text-muted-foreground mr-2 flex-shrink-0 text-sm">
+          <Plural
+            one="1 Field Remaining"
+            other="# Fields Remaining"
+            value={recipientFieldsRemaining.length}
+          />
+        </p>
+
+        <EnvelopeSignerCompleteDialog />
+      </div>
+
+      {/* Mobile Actions button */}
+      <div className="flex-shrink-0 lg:hidden">
+        <MobileDropdownMenu />
+      </div>
+    </nav>
+  );
+};
+
+const MobileDropdownMenu = () => {
+  const { envelope, recipient } = useRequiredEnvelopeSigningContext();
+
+  const { allowDocumentRejection } = useEmbedSigningContext() || {};
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger asChild>
+        <Button variant="outline" size="sm">
+          <Trans>Actions</Trans>
+        </Button>
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent align="end">
+        <EnvelopeDownloadDialog
+          envelopeId={envelope.id}
+          envelopeStatus={envelope.status}
+          envelopeItems={envelope.envelopeItems}
+          token={recipient.token}
+          trigger={
+            <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+              <div>
+                <DownloadCloudIcon className="mr-2 h-4 w-4" />
+                <Trans>Download PDF</Trans>
+              </div>
+            </DropdownMenuItem>
+          }
+        />
+
+        {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection !== false && (
+          <DocumentSigningRejectDialog
+            documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+            token={recipient.token}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <BanIcon className="mr-2 h-4 w-4" />
+                  <Trans>Reject</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        )}
+      </DropdownMenuContent>
+    </DropdownMenu>
+  );
+};