test: add end-to-end tests for auto-placing fields from PDF placeholders

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,

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: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
+  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-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

@@ -24,7 +24,10 @@ type PasskeyData = {
   isError: boolean;
 };
 
-type SigningAuthRecipient = Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
+type SigningAuthRecipient = Pick<
+  Recipient,
+  'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'
+>;
 
 export type DocumentSigningAuthContextValue = {
   executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;

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

@@ -304,7 +304,6 @@ export const DocumentSigningCompleteDialog = ({
                 <form onSubmit={form.handleSubmit(onFormSubmit)}>
                   {allowDictateNextSigner && defaultNextSigner && (
                     <div className="mb-4 flex flex-col gap-4">
-                      {/* Todo: Envelopes - Should we say "The next recipient to sign this document will be"? */}
                       <div className="flex flex-col gap-4 md:flex-row">
                         <FormField
                           control={form.control}

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

@@ -285,8 +285,6 @@ export const EnvelopeSigningProvider = ({
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
   const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
-    console.log('insertField', fieldId, fieldValue);
-
     // Set the field locally for direct templates.
     if (isDirectTemplate) {
       handleDirectTemplateFieldInsertion(fieldId, fieldValue);

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

@@ -127,6 +127,7 @@ export const EnvelopeSignerCompleteDialog = () => {
             isBase64,
           };
         }),
+        nextSigner,
       });
 
       const redirectUrl = envelope.documentMeta.redirectUrl;

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

@@ -8,7 +8,6 @@ import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/env
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/envelope/get-envelope-for-direct-template-signing';
-import { getEnvelopeRequiredAccessData } from '@documenso/lib/server-only/envelope/get-envelope-required-access-data';
 import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
@@ -98,15 +97,12 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
         envelopeForSigning,
       } as const;
     })
-    .catch(async (e) => {
+    .catch((e) => {
       const error = AppError.parseError(e);
 
       if (error.code === AppErrorCode.UNAUTHORIZED) {
-        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
-
         return {
           isDocumentAccessValid: false,
-          ...requiredAccessData,
         } as const;
       }
 
@@ -226,20 +222,21 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
   const user = sessionData?.user;
 
   if (!data.isDocumentAccessValid) {
-    return (
-      <DocumentSigningAuthPageView
-        email={data.recipientEmail}
-        emailHasAccount={!!data.recipientHasAccount}
-      />
-    );
+    return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
   }
 
   const { envelope, recipient } = data.envelopeForSigning;
 
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+  });
+
+  const isEmailForced = derivedRecipientAccessAuth.includes(DocumentAccessAuth.ACCOUNT);
+
   return (
     <EnvelopeSigningProvider
       envelopeData={data.envelopeForSigning}
-      email={''} // Doing this allows us to let users change the email if they want to.
+      email={isEmailForced ? user?.email || '' : ''} // Doing this allows us to let users change the email if they want to for non-auth templates.
       fullName={user?.name}
       signature={user?.signature}
     >

package-lock.json

@@ -19,6 +19,7 @@
         "inngest-cli": "^0.29.1",
         "luxon": "^3.5.0",
         "mupdf": "^1.0.0",
+        "pdf2json": "^4.0.0",
         "react": "^18",
         "typescript": "5.6.2",
         "zod": "3.24.1"
@@ -27198,6 +27199,18 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/pdf2json": {
+      "version": "4.0.0",
+      "resolved": "https://registry.npmjs.org/pdf2json/-/pdf2json-4.0.0.tgz",
+      "integrity": "sha512-WkezNsLK8sGpuFC7+PPP0DsXROwdoOxmXPBTtUWWkCwCi/Vi97MRC52Ly6FWIJjOKIywpm/L2oaUgSrmtU+7ZQ==",
+      "license": "Apache-2.0",
+      "bin": {
+        "pdf2json": "bin/pdf2json.js"
+      },
+      "engines": {
+        "node": ">=20.18.0"
+      }
+    },
     "node_modules/pdfjs-dist": {
       "version": "3.11.174",
       "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.11.174.tgz",

package.json

@@ -74,6 +74,7 @@
     "inngest-cli": "^0.29.1",
     "luxon": "^3.5.0",
     "mupdf": "^1.0.0",
+    "pdf2json": "^4.0.0",
     "react": "^18",
     "typescript": "5.6.2",
     "zod": "3.24.1"

packages/app-tests/e2e/auto-placing-fields/auto-place-fields-document.spec.ts

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

packages/app-tests/e2e/templates/direct-templates.spec.ts

@@ -1,9 +1,12 @@
 import { expect, test } from '@playwright/test';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { customAlphabet } from 'nanoid';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
+import { prisma } from '@documenso/prisma';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedDirectTemplate, seedTemplate } from '@documenso/prisma/seed/templates';
 import { seedTestEmail, seedUser } from '@documenso/prisma/seed/users';
@@ -121,7 +124,7 @@ test('[DIRECT_TEMPLATES]: delete direct template link', async ({ page }) => {
   await expect(page.getByText('404 not found')).toBeVisible();
 });
 
-test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) => {
+test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page }) => {
   const { user, team } = await seedUser();
 
   const directTemplateWithAuth = await seedDirectTemplate({
@@ -153,6 +156,53 @@ test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) =>
 
   await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
   await expect(page.getByLabel('Email')).toBeDisabled();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
+});
+
+test('[DIRECT_TEMPLATES]: V2 direct template link auth access', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const directTemplateWithAuth = await seedDirectTemplate({
+    title: 'Personal direct template link',
+    userId: user.id,
+    teamId: team.id,
+    internalVersion: 2,
+    createTemplateOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: ['ACCOUNT'],
+        globalActionAuth: [],
+      }),
+    },
+  });
+
+  const directTemplatePath = formatDirectTemplatePath(
+    directTemplateWithAuth.directLink?.token || '',
+  );
+
+  await page.goto(directTemplatePath);
+
+  await expect(page.getByText('Authentication required')).toBeVisible();
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  await page.goto(directTemplatePath);
+
+  await expect(page.getByRole('heading', { name: 'Personal direct template link' })).toBeVisible();
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByLabel('Your Email')).not.toBeVisible();
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
 });
 
 test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ page }) => {
@@ -175,6 +225,9 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
   await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
 
   await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByText('Next Recipient Name')).not.toBeVisible();
+
   await page.getByRole('button', { name: 'Complete' }).click();
   await page.getByRole('button', { name: 'Sign' }).click();
   await page.waitForURL(/\/sign/);
@@ -183,3 +236,173 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
   // Add a longer waiting period to ensure document status is updated
   await page.waitForTimeout(3000);
 });
+
+test('[DIRECT_TEMPLATES]: V1 use direct template link with 2 recipients with next signer dictation', async ({
+  page,
+}) => {
+  const { team, owner, organisation } = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  // Should be visible to team members.
+  const template = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: template.documentMetaId,
+    },
+    data: {
+      allowDictateNextSigner: true,
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const originalName = 'Signer 2';
+  const originalSecondSignerEmail = seedTestEmail();
+
+  // Add another signer
+  await prisma.recipient.create({
+    data: {
+      signingOrder: 2,
+      envelopeId: template.id,
+      email: originalSecondSignerEmail,
+      name: originalName,
+      token: Math.random().toString().slice(2, 7),
+      role: RecipientRole.SIGNER,
+    },
+  });
+
+  // Check that the direct template link is accessible.
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.waitForTimeout(100);
+  await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  await expect(page.getByText('Next Recipient Name')).toBeVisible();
+
+  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
+  expect(nextRecipientNameInputValue).toBe(originalName);
+
+  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
+  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
+
+  const newName = 'Hello';
+  const newSecondSignerEmail = seedTestEmail();
+
+  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
+  await page.getByLabel('Next Recipient Name').fill(newName);
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
+
+  const createdEnvelopeRecipients = await prisma.recipient.findMany({
+    where: {
+      envelope: {
+        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
+      },
+    },
+  });
+
+  const updatedSecondRecipient = createdEnvelopeRecipients.find(
+    (recipient) => recipient.signingOrder === 2,
+  );
+
+  expect(updatedSecondRecipient?.name).toBe(newName);
+  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
+});
+
+test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with next signer dictation', async ({
+  page,
+}) => {
+  const { team, owner, organisation } = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  // Should be visible to team members.
+  const template = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+    internalVersion: 2,
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: template.documentMetaId,
+    },
+    data: {
+      allowDictateNextSigner: true,
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const originalName = 'Signer 2';
+  const originalSecondSignerEmail = seedTestEmail();
+
+  // Add another signer
+  await prisma.recipient.create({
+    data: {
+      signingOrder: 2,
+      envelopeId: template.id,
+      email: originalSecondSignerEmail,
+      name: originalName,
+      token: Math.random().toString().slice(2, 7),
+      role: RecipientRole.SIGNER,
+    },
+  });
+
+  // Check that the direct template link is accessible.
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+  await expect(page.getByRole('heading', { name: 'Team direct template link 1' })).toBeVisible();
+  await page.waitForTimeout(100);
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  const currentName = 'John Doe';
+  const currentEmail = seedTestEmail();
+
+  await page.getByPlaceholder('Enter Your Name').fill(currentName);
+  await page.getByPlaceholder('Enter Your Email').fill(currentEmail);
+
+  await expect(page.getByText('Next Recipient Name')).toBeVisible();
+
+  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
+  expect(nextRecipientNameInputValue).toBe(originalName);
+
+  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
+  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
+
+  const newName = 'Hello';
+  const newSecondSignerEmail = seedTestEmail();
+
+  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
+  await page.getByLabel('Next Recipient Name').fill(newName);
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
+
+  const createdEnvelopeRecipients = await prisma.recipient.findMany({
+    where: {
+      envelope: {
+        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
+      },
+    },
+  });
+
+  const updatedSecondRecipient = createdEnvelopeRecipients.find(
+    (recipient) => recipient.signingOrder === 2,
+  );
+
+  expect(updatedSecondRecipient?.name).toBe(newName);
+  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
+});

packages/lib/server-only/envelope/create-envelope.ts

@@ -10,6 +10,7 @@ import {
 } from '@prisma/client';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { insertFieldsFromPlaceholdersInPDF } from '@documenso/lib/server-only/pdf/auto-place-fields';
 import { normalizePdf as makeNormalizedPdf } from '@documenso/lib/server-only/pdf/normalize-pdf';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@@ -233,7 +234,7 @@ export const createEnvelope = async ({
       ? await incrementDocumentId().then((v) => v.formattedDocumentId)
       : await incrementTemplateId().then((v) => v.formattedTemplateId);
 
-  return await prisma.$transaction(async (tx) => {
+  const createdEnvelope = await prisma.$transaction(async (tx) => {
     const envelope = await tx.envelope.create({
       data: {
         id: prefixedId('envelope'),
@@ -353,8 +354,12 @@ export const createEnvelope = async ({
         recipients: true,
         fields: true,
         folder: true,
-        envelopeItems: true,
         envelopeAttachments: true,
+        envelopeItems: {
+          include: {
+            documentData: true,
+          },
+        },
       },
     });
 
@@ -390,4 +395,51 @@ export const createEnvelope = async ({
 
     return createdEnvelope;
   });
+
+  for (const envelopeItem of createdEnvelope.envelopeItems) {
+    const buffer = await getFileServerSide(envelopeItem.documentData);
+
+    // Use normalized PDF if normalizePdf was true, otherwise use original
+    const pdfToProcess = normalizePdf
+      ? await makeNormalizedPdf(Buffer.from(buffer))
+      : Buffer.from(buffer);
+
+    await insertFieldsFromPlaceholdersInPDF(
+      pdfToProcess,
+      userId,
+      teamId,
+      {
+        type: 'envelopeId',
+        id: createdEnvelope.id,
+      },
+      requestMetadata,
+      envelopeItem.id,
+    );
+  }
+
+  const finalEnvelope = await prisma.envelope.findFirst({
+    where: {
+      id: createdEnvelope.id,
+    },
+    include: {
+      documentMeta: true,
+      recipients: true,
+      fields: true,
+      folder: true,
+      envelopeAttachments: true,
+      envelopeItems: {
+        include: {
+          documentData: true,
+        },
+      },
+    },
+  });
+
+  if (!finalEnvelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  return finalEnvelope;
 };

packages/lib/server-only/envelope/get-envelope-for-direct-template-signing.ts

@@ -1,10 +1,11 @@
 import { DocumentStatus, EnvelopeType } from '@prisma/client';
+import { match } from 'ts-pattern';
 
 import { prisma } from '@documenso/prisma';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import type { TDocumentAuthMethods } from '../../types/document-auth';
-import { isRecipientAuthorized } from '../document/is-recipient-authorized';
+import { DocumentAccessAuth, type TDocumentAuthMethods } from '../../types/document-auth';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
 import { getTeamSettings } from '../team/get-team-settings';
 import type { EnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
 import { ZEnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
@@ -98,14 +99,28 @@ export const getEnvelopeForDirectTemplateSigning = async ({
     });
   }
 
-  const documentAccessValid = await isRecipientAuthorized({
-    type: 'ACCESS',
-    documentAuthOptions: envelope.authOptions,
-    recipient,
-    userId,
-    authOptions: accessAuth,
+  // Currently not using this since for direct templates "User" access means they just need to be
+  // logged in.
+  // const documentAccessValid = await isRecipientAuthorized({
+  //   type: 'ACCESS',
+  //   documentAuthOptions: envelope.authOptions,
+  //   recipient,
+  //   userId,
+  //   authOptions: accessAuth,
+  // });
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
   });
 
+  // Ensure typesafety when we add more options.
+  const documentAccessValid = derivedRecipientAccessAuth.every((auth) =>
+    match(auth)
+      .with(DocumentAccessAuth.ACCOUNT, () => Boolean(userId))
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true)
+      .exhaustive(),
+  );
+
   if (!documentAccessValid) {
     throw new AppError(AppErrorCode.UNAUTHORIZED, {
       message: 'Invalid access values',

packages/lib/server-only/envelope/get-envelope-required-access-data.ts

@@ -54,54 +54,3 @@ export const getEnvelopeRequiredAccessData = async ({ token }: { token: string }
     recipientHasAccount: Boolean(recipientUserAccount),
   } as const;
 };
-
-export const getEnvelopeDirectTemplateRequiredAccessData = async ({ token }: { token: string }) => {
-  const envelope = await prisma.envelope.findFirst({
-    where: {
-      type: EnvelopeType.TEMPLATE,
-      directLink: {
-        enabled: true,
-        token,
-      },
-      status: DocumentStatus.DRAFT,
-    },
-    include: {
-      recipients: {
-        where: {
-          token,
-        },
-      },
-      directLink: true,
-    },
-  });
-
-  if (!envelope) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Envelope not found',
-    });
-  }
-
-  const recipient = envelope.recipients.find(
-    (r) => r.id === envelope.directLink?.directTemplateRecipientId,
-  );
-
-  if (!recipient) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Recipient not found',
-    });
-  }
-
-  const recipientUserAccount = await prisma.user.findFirst({
-    where: {
-      email: recipient.email.toLowerCase(),
-    },
-    select: {
-      id: true,
-    },
-  });
-
-  return {
-    recipientEmail: recipient.email,
-    recipientHasAccount: Boolean(recipientUserAccount),
-  } as const;
-};

packages/lib/server-only/pdf/auto-place-fields.ts

@@ -0,0 +1,511 @@
+import { PDFDocument, rgb } from '@cantoo/pdf-lib';
+import type { Recipient } from '@prisma/client';
+import { EnvelopeType, FieldType, RecipientRole } from '@prisma/client';
+import PDFParser from 'pdf2json';
+import { match } from 'ts-pattern';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { createEnvelopeFields } from '@documenso/lib/server-only/field/create-envelope-fields';
+import { createDocumentRecipients } from '@documenso/lib/server-only/recipient/create-document-recipients';
+import { createTemplateRecipients } from '@documenso/lib/server-only/recipient/create-template-recipients';
+import { type TFieldAndMeta, ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import type { EnvelopeIdOptions } from '@documenso/lib/utils/envelope';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
+import { prisma } from '@documenso/prisma';
+
+import { getPageSize } from './get-page-size';
+
+type TextPosition = {
+  text: string;
+  x: number;
+  y: number;
+  w: number;
+};
+
+type CharIndexMapping = {
+  textPosIndex: number;
+};
+
+type PlaceholderInfo = {
+  placeholder: string;
+  recipient: string;
+  fieldAndMeta: TFieldAndMeta;
+  page: number;
+  x: number;
+  y: number;
+  width: number;
+  height: number;
+  pageWidth: number;
+  pageHeight: number;
+};
+
+type FieldToCreate = TFieldAndMeta & {
+  envelopeItemId?: string;
+  recipientId: number;
+  pageNumber: number;
+  pageX: number;
+  pageY: number;
+  width: number;
+  height: number;
+};
+
+type RecipientPlaceholderInfo = {
+  email: string;
+  name: string;
+  recipientIndex: number;
+};
+
+/*
+  Questions for later:
+    - Does it handle multi-page PDFs? ✅ YES! ✅
+    - Does it handle multiple recipients on the same page? ✅ YES! ✅
+    - Does it handle multiple recipients on multiple pages? ✅ YES! ✅
+    - What happens with incorrect placeholders? E.g. those containing non-accepted properties.
+    - The placeholder data is dynamic. How to handle this parsing? Perhaps we need to do it similar to the fieldMeta parsing. ✅
+    - Need to handle envelopes with multiple items. ✅
+*/
+
+/*
+  Parse field type string to FieldType enum.
+  Normalizes the input (uppercase, trim) and validates it's a valid field type.
+  This ensures we handle case variations and whitespace, and provides clear error messages.
+*/
+const parseFieldType = (fieldTypeString: string): FieldType => {
+  const normalizedType = fieldTypeString.toUpperCase().trim();
+
+  return match(normalizedType)
+    .with('SIGNATURE', () => FieldType.SIGNATURE)
+    .with('FREE_SIGNATURE', () => FieldType.FREE_SIGNATURE)
+    .with('INITIALS', () => FieldType.INITIALS)
+    .with('NAME', () => FieldType.NAME)
+    .with('EMAIL', () => FieldType.EMAIL)
+    .with('DATE', () => FieldType.DATE)
+    .with('TEXT', () => FieldType.TEXT)
+    .with('NUMBER', () => FieldType.NUMBER)
+    .with('RADIO', () => FieldType.RADIO)
+    .with('CHECKBOX', () => FieldType.CHECKBOX)
+    .with('DROPDOWN', () => FieldType.DROPDOWN)
+    .otherwise(() => {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Invalid field type: ${fieldTypeString}`,
+      });
+    });
+};
+
+/*
+  Transform raw field metadata from placeholder format to schema format.
+  Users should provide properly capitalized property names (e.g., readOnly, fontSize, textAlign).
+  Converts string values to proper types (booleans, numbers).
+*/
+const parseFieldMeta = (
+  rawFieldMeta: Record<string, string>,
+  fieldType: FieldType,
+): Record<string, unknown> | undefined => {
+  if (fieldType === FieldType.SIGNATURE || fieldType === FieldType.FREE_SIGNATURE) {
+    return;
+  }
+
+  if (Object.keys(rawFieldMeta).length === 0) {
+    return;
+  }
+
+  const fieldTypeString = String(fieldType).toLowerCase();
+
+  const parsedFieldMeta: Record<string, boolean | number | string> = {
+    type: fieldTypeString,
+  };
+
+  /*
+    rawFieldMeta is an object with string keys and string values.
+    It contains string values because the PDF parser returns the values as strings.
+
+    E.g. { required: 'true', fontSize: '12', maxValue: '100', minValue: '0', characterLimit: '100' }
+  */
+  const rawFieldMetaEntries = Object.entries(rawFieldMeta);
+
+  for (const entry of rawFieldMetaEntries) {
+    const [key, value] = entry;
+
+    if (key === 'readOnly' || key === 'required') {
+      parsedFieldMeta[key] = value === 'true';
+    } else if (
+      key === 'fontSize' ||
+      key === 'maxValue' ||
+      key === 'minValue' ||
+      key === 'characterLimit'
+    ) {
+      const numValue = Number(value);
+
+      if (!Number.isNaN(numValue)) {
+        parsedFieldMeta[key] = numValue;
+      }
+    } else {
+      parsedFieldMeta[key] = value;
+    }
+  }
+
+  return parsedFieldMeta;
+};
+
+export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<PlaceholderInfo[]> => {
+  return new Promise((resolve, reject) => {
+    const parser = new PDFParser(null, true);
+
+    parser.on('pdfParser_dataError', (errData) => {
+      reject(errData);
+    });
+
+    parser.on('pdfParser_dataReady', (pdfData) => {
+      const placeholders: PlaceholderInfo[] = [];
+
+      pdfData.Pages.forEach((page, pageIndex) => {
+        /*
+          pdf2json returns the PDF page content as an array of characters.
+          We need to concatenate the characters to get the full text.
+          We also need to get the position of the text so we can place the placeholders in the correct position.
+          
+          Page dimensions from PDF2JSON are in "page units" (relative coordinates)
+        */
+        const pageWidth = page.Width;
+        const pageHeight = page.Height;
+
+        let pageText = '';
+        const textPositions: TextPosition[] = [];
+        const charIndexToTextPos: CharIndexMapping[] = [];
+
+        page.Texts.forEach((text) => {
+          /*
+            R is an array that contains objects with each character.
+            The decodedText contains only the character, without any other information.
+
+            textPositions stores each character and its position on the page.
+          */
+          const decodedText = text.R.map((run) => decodeURIComponent(run.T)).join('');
+
+          for (let i = 0; i < decodedText.length; i++) {
+            charIndexToTextPos.push({
+              textPosIndex: textPositions.length,
+            });
+          }
+
+          pageText += decodedText;
+
+          textPositions.push({
+            text: decodedText,
+            x: text.x,
+            y: text.y,
+            w: text.w || 0,
+          });
+        });
+
+        const placeholderMatches = pageText.matchAll(/{{([^}]+)}}/g);
+
+        for (const placeholderMatch of placeholderMatches) {
+          const placeholder = placeholderMatch[0];
+          const placeholderData = placeholderMatch[1].split(',').map((part) => part.trim());
+
+          const [fieldTypeString, recipient, ...fieldMetaData] = placeholderData;
+
+          const rawFieldMeta = Object.fromEntries(fieldMetaData.map((meta) => meta.split('=')));
+
+          const fieldType = parseFieldType(fieldTypeString);
+          const parsedFieldMeta = parseFieldMeta(rawFieldMeta, fieldType);
+
+          const fieldAndMeta: TFieldAndMeta = ZFieldAndMetaSchema.parse({
+            type: fieldType,
+            fieldMeta: parsedFieldMeta,
+          });
+
+          /*
+            Find the position of where the placeholder starts in the text
+
+            Then find the position of where the placeholder ends in the text by adding the length of the placeholder to the index of the placeholder.
+          */
+          const matchIndex = placeholderMatch.index;
+
+          if (matchIndex === undefined) {
+            continue;
+          }
+
+          const placeholderLength = placeholder.length;
+          const placeholderEndIndex = matchIndex + placeholderLength;
+
+          const startCharInfo = charIndexToTextPos[matchIndex];
+          const endCharInfo = charIndexToTextPos[placeholderEndIndex - 1];
+
+          if (!startCharInfo || !endCharInfo) {
+            console.error('Could not find text position for placeholder', placeholder);
+
+            return;
+          }
+
+          const startTextPos = textPositions[startCharInfo.textPosIndex];
+          const endTextPos = textPositions[endCharInfo.textPosIndex];
+
+          /* 
+            PDF2JSON coordinates - these are in "page units" (relative coordinates)
+            Calculate width as the distance from start to end, plus a portion of the last character's width
+            Use 10% of the last character width to avoid extending too far beyond the placeholder
+          */
+          const x = startTextPos.x;
+          const y = startTextPos.y;
+          const width = endTextPos.x + endTextPos.w * 0.1 - startTextPos.x;
+
+          placeholders.push({
+            placeholder,
+            recipient,
+            fieldAndMeta,
+            page: pageIndex + 1,
+            x,
+            y,
+            width,
+            height: 1,
+            pageWidth,
+            pageHeight,
+          });
+        }
+      });
+
+      resolve(placeholders);
+    });
+
+    parser.parseBuffer(pdf);
+  });
+};
+
+export const replacePlaceholdersInPDF = async (pdf: Buffer): Promise<Buffer> => {
+  const placeholders = await extractPlaceholdersFromPDF(pdf);
+
+  const pdfDoc = await PDFDocument.load(new Uint8Array(pdf));
+  const pages = pdfDoc.getPages();
+
+  for (const placeholder of placeholders) {
+    const pageIndex = placeholder.page - 1;
+    const page = pages[pageIndex];
+
+    const { width: pdfLibPageWidth, height: pdfLibPageHeight } = getPageSize(page);
+
+    /*
+      Convert PDF2JSON coordinates to pdf-lib coordinates:
+      
+      PDF2JSON uses relative "page units":
+      - x, y, width, height are in page units
+      - Page dimensions (Width, Height) are also in page units
+      
+      pdf-lib uses absolute points (1 point = 1/72 inch):
+      - Need to convert from page units to points
+      - Y-axis in pdf-lib is bottom-up (origin at bottom-left)
+      - Y-axis in PDF2JSON is top-down (origin at top-left)
+      
+      Conversion formulas:
+      - x_points = (x / pageWidth) * pdfLibPageWidth
+      - y_points = pdfLibPageHeight - ((y / pageHeight) * pdfLibPageHeight)
+      - width_points = (width / pageWidth) * pdfLibPageWidth
+      - height_points = (height / pageHeight) * pdfLibPageHeight
+    */
+
+    const xPoints = (placeholder.x / placeholder.pageWidth) * pdfLibPageWidth;
+    const yPoints = pdfLibPageHeight - (placeholder.y / placeholder.pageHeight) * pdfLibPageHeight;
+    const widthPoints = (placeholder.width / placeholder.pageWidth) * pdfLibPageWidth;
+    const heightPoints = (placeholder.height / placeholder.pageHeight) * pdfLibPageHeight;
+
+    page.drawRectangle({
+      x: xPoints,
+      y: yPoints - heightPoints, // Adjust for height since y is at baseline
+      width: widthPoints,
+      height: heightPoints,
+      color: rgb(1, 1, 1),
+      borderColor: rgb(1, 1, 1),
+      borderWidth: 2,
+    });
+  }
+
+  const modifiedPdfBytes = await pdfDoc.save();
+
+  return Buffer.from(modifiedPdfBytes);
+};
+
+const extractRecipientPlaceholder = (placeholder: string): RecipientPlaceholderInfo => {
+  const indexMatch = placeholder.match(/^r(\d+)$/i);
+
+  if (!indexMatch) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Invalid recipient placeholder format: ${placeholder}. Expected format: r1, r2, r3, etc.`,
+    });
+  }
+
+  const recipientIndex = Number(indexMatch[1]);
+
+  return {
+    email: `recipient.${recipientIndex}@documenso.com`,
+    name: `Recipient ${recipientIndex}`,
+    recipientIndex,
+  };
+};
+
+export const insertFieldsFromPlaceholdersInPDF = async (
+  pdf: Buffer,
+  userId: number,
+  teamId: number,
+  envelopeId: EnvelopeIdOptions,
+  requestMetadata: ApiRequestMetadata,
+  envelopeItemId?: string,
+): Promise<Buffer> => {
+  const placeholders = await extractPlaceholdersFromPDF(pdf);
+
+  if (placeholders.length === 0) {
+    return pdf;
+  }
+
+  /*
+    A structure that maps the recipient index to the recipient name.
+    Example: 1 => 'Recipient 1'
+  */
+  const recipientPlaceholders = new Map<number, string>();
+
+  for (const placeholder of placeholders) {
+    const { name, recipientIndex } = extractRecipientPlaceholder(placeholder.recipient);
+
+    recipientPlaceholders.set(recipientIndex, name);
+  }
+
+  /*
+    Create a list of recipients to create.
+    Example: [{ email: 'recipient.1@documenso.com', name: 'Recipient 1', role: 'SIGNER', signingOrder: 1 }]
+  */
+  const recipientsToCreate = Array.from(
+    recipientPlaceholders.entries(),
+    ([recipientIndex, name]) => {
+      return {
+        email: `recipient.${recipientIndex}@documenso.com`,
+        name,
+        role: RecipientRole.SIGNER,
+        signingOrder: recipientIndex,
+      };
+    },
+  );
+
+  const { envelopeWhereInput } = await getEnvelopeWhereInput({
+    id: envelopeId,
+    userId,
+    teamId,
+    type: null,
+  });
+
+  const envelope = await prisma.envelope.findFirst({
+    where: envelopeWhereInput,
+    select: {
+      id: true,
+      type: true,
+      secondaryId: true,
+    },
+  });
+
+  if (!envelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  const existingRecipients = await prisma.recipient.findMany({
+    where: {
+      envelopeId: envelope.id,
+    },
+    select: {
+      id: true,
+      email: true,
+    },
+  });
+
+  const existingEmails = new Set(existingRecipients.map((r) => r.email.toLowerCase()));
+  const recipientsToCreateFiltered = recipientsToCreate.filter(
+    (r) => !existingEmails.has(r.email.toLowerCase()),
+  );
+
+  let createdRecipients: Pick<Recipient, 'id' | 'email'>[] = existingRecipients;
+
+  if (recipientsToCreateFiltered.length > 0) {
+    if (envelope.type === EnvelopeType.DOCUMENT) {
+      const { recipients } = await createDocumentRecipients({
+        userId,
+        teamId,
+        id: envelopeId,
+        recipients: recipientsToCreateFiltered,
+        requestMetadata,
+      });
+
+      createdRecipients = [...existingRecipients, ...recipients];
+    } else if (envelope.type === EnvelopeType.TEMPLATE) {
+      const templateId =
+        envelopeId.type === 'templateId'
+          ? envelopeId.id
+          : mapSecondaryIdToTemplateId(envelope.secondaryId);
+
+      const { recipients } = await createTemplateRecipients({
+        userId,
+        teamId,
+        templateId,
+        recipients: recipientsToCreateFiltered,
+      });
+
+      createdRecipients = [...existingRecipients, ...recipients];
+    } else {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Invalid envelope type: ${envelope.type}`,
+      });
+    }
+  }
+
+  const fieldsToCreate: FieldToCreate[] = [];
+
+  for (const placeholder of placeholders) {
+    /*
+      Convert PDF2JSON coordinates to percentage-based coordinates (0-100)
+      The UI expects positionX and positionY as percentages, not absolute points
+      PDF2JSON uses relative coordinates: x/pageWidth and y/pageHeight give us the percentage
+    */
+    const xPercent = (placeholder.x / placeholder.pageWidth) * 100;
+    const yPercent = (placeholder.y / placeholder.pageHeight) * 100;
+
+    const widthPercent = (placeholder.width / placeholder.pageWidth) * 100;
+    const heightPercent = (placeholder.height / placeholder.pageHeight) * 100;
+
+    const { email } = extractRecipientPlaceholder(placeholder.recipient);
+    const normalizedEmail = email.toLowerCase();
+    const recipient = createdRecipients.find((r) => r.email.toLowerCase() === normalizedEmail);
+
+    if (!recipient) {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Could not find recipient ID for placeholder: ${placeholder.placeholder}`,
+      });
+    }
+
+    const recipientId = recipient.id;
+
+    // Default height percentage if too small (use 2% as a reasonable default)
+    const finalHeightPercent = heightPercent > 0.01 ? heightPercent : 2;
+
+    fieldsToCreate.push({
+      ...placeholder.fieldAndMeta,
+      envelopeItemId,
+      recipientId,
+      pageNumber: placeholder.page,
+      pageX: xPercent,
+      pageY: yPercent,
+      width: widthPercent,
+      height: finalHeightPercent,
+    });
+  }
+
+  await createEnvelopeFields({
+    userId,
+    teamId,
+    id: envelopeId,
+    fields: fieldsToCreate,
+    requestMetadata,
+  });
+
+  return pdf;
+};

packages/lib/server-only/pdf/normalize-pdf.ts

@@ -1,5 +1,6 @@
 import { PDFDocument } from '@cantoo/pdf-lib';
 
+import { replacePlaceholdersInPDF } from './auto-place-fields';
 import { flattenAnnotations } from './flatten-annotations';
 import { flattenForm, removeOptionalContentGroups } from './flatten-form';
 
@@ -13,6 +14,7 @@ export const normalizePdf = async (pdf: Buffer) => {
   removeOptionalContentGroups(pdfDoc);
   await flattenForm(pdfDoc);
   flattenAnnotations(pdfDoc);
+  const pdfWithoutPlaceholders = await replacePlaceholdersInPDF(pdf);
 
-  return Buffer.from(await pdfDoc.save());
+  return pdfWithoutPlaceholders;
 };

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

@@ -3,6 +3,7 @@ import { createElement } from 'react';
 import { msg } from '@lingui/core/macro';
 import type { Field, Signature } from '@prisma/client';
 import {
+  DocumentSigningOrder,
   DocumentSource,
   DocumentStatus,
   EnvelopeType,
@@ -26,7 +27,7 @@ import type { TSignFieldWithTokenMutationSchema } from '@documenso/trpc/server/f
 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import { DOCUMENT_AUDIT_LOG_TYPE, RECIPIENT_DIFF_TYPE } from '../../types/document-audit-logs';
 import type { TRecipientActionAuthTypes } from '../../types/document-auth';
 import { DocumentAccessAuth, ZRecipientAuthOptionsSchema } from '../../types/document-auth';
 import { ZFieldMetaSchema } from '../../types/field-meta';
@@ -68,6 +69,10 @@ export type CreateDocumentFromDirectTemplateOptions = {
     name?: string;
     email: string;
   };
+  nextSigner?: {
+    email: string;
+    name: string;
+  };
 };
 
 type CreatedDirectRecipientField = {
@@ -92,6 +97,7 @@ export const createDocumentFromDirectTemplate = async ({
   directTemplateExternalId,
   signedFieldValues,
   templateUpdatedAt,
+  nextSigner,
   requestMetadata,
   user,
 }: CreateDocumentFromDirectTemplateOptions): Promise<TCreateDocumentFromDirectTemplateResponse> => {
@@ -128,6 +134,17 @@ export const createDocumentFromDirectTemplate = async ({
     throw new AppError(AppErrorCode.INVALID_REQUEST, { message: 'Invalid or missing template' });
   }
 
+  if (
+    nextSigner &&
+    (!directTemplateEnvelope.documentMeta?.allowDictateNextSigner ||
+      directTemplateEnvelope.documentMeta?.signingOrder !== DocumentSigningOrder.SEQUENTIAL)
+  ) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message:
+        'You need to enable allowDictateNextSigner and sequential signing to dictate the next signer',
+    });
+  }
+
   const directTemplateEnvelopeLegacyId = mapSecondaryIdToTemplateId(
     directTemplateEnvelope.secondaryId,
   );
@@ -630,6 +647,77 @@ export const createDocumentFromDirectTemplate = async ({
       }),
     ];
 
+    if (nextSigner) {
+      const pendingRecipients = await tx.recipient.findMany({
+        select: {
+          id: true,
+          signingOrder: true,
+          name: true,
+          email: true,
+          role: true,
+        },
+        where: {
+          envelopeId: createdEnvelope.id,
+          signingStatus: {
+            not: SigningStatus.SIGNED,
+          },
+          role: {
+            not: RecipientRole.CC,
+          },
+        },
+        // Composite sort so our next recipient is always the one with the lowest signing order or id
+        // if there is a tie.
+        orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
+      });
+
+      const nextRecipient = pendingRecipients[0];
+
+      if (nextRecipient) {
+        auditLogsToCreate.push(
+          createDocumentAuditLogData({
+            type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
+            envelopeId: createdEnvelope.id,
+            user: {
+              name: user?.name || directRecipientName || '',
+              email: user?.email || directRecipientEmail,
+            },
+            metadata: requestMetadata,
+            data: {
+              recipientEmail: nextRecipient.email,
+              recipientName: nextRecipient.name,
+              recipientId: nextRecipient.id,
+              recipientRole: nextRecipient.role,
+              changes: [
+                {
+                  type: RECIPIENT_DIFF_TYPE.NAME,
+                  from: nextRecipient.name,
+                  to: nextSigner.name,
+                },
+                {
+                  type: RECIPIENT_DIFF_TYPE.EMAIL,
+                  from: nextRecipient.email,
+                  to: nextSigner.email,
+                },
+              ],
+            },
+          }),
+        );
+
+        await tx.recipient.update({
+          where: { id: nextRecipient.id },
+          data: {
+            sendStatus: SendStatus.SENT,
+            ...(nextSigner && documentMeta?.allowDictateNextSigner
+              ? {
+                  name: nextSigner.name,
+                  email: nextSigner.email,
+                }
+              : {}),
+          },
+        });
+      }
+    }
+
     await tx.documentAuditLog.createMany({
       data: auditLogsToCreate,
     });

packages/prisma/seed/templates.ts

@@ -28,6 +28,7 @@ type SeedTemplateOptions = {
   title?: string;
   userId: number;
   teamId: number;
+  internalVersion?: 1 | 2;
   createTemplateOptions?: Partial<Prisma.EnvelopeUncheckedCreateInput>;
 };
 
@@ -167,7 +168,7 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
     data: {
       id: prefixedId('envelope'),
       secondaryId: templateId.formattedTemplateId,
-      internalVersion: 1,
+      internalVersion: options.internalVersion ?? 1,
       type: EnvelopeType.TEMPLATE,
       title,
       envelopeItems: {
@@ -184,6 +185,7 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
       teamId,
       recipients: {
         create: {
+          signingOrder: 1,
           email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
           name: DIRECT_TEMPLATE_RECIPIENT_NAME,
           token: Math.random().toString().slice(2, 7),

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

@@ -519,6 +519,7 @@ export const templateRouter = router({
         directTemplateExternalId,
         signedFieldValues,
         templateUpdatedAt,
+        nextSigner,
       } = input;
 
       ctx.logger.info({
@@ -541,6 +542,7 @@ export const templateRouter = router({
               email: ctx.user.email,
             }
           : undefined,
+        nextSigner,
         requestMetadata: ctx.metadata,
       });
     }),

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

@@ -90,6 +90,12 @@ export const ZCreateDocumentFromDirectTemplateRequestSchema = z.object({
   directTemplateExternalId: z.string().optional(),
   signedFieldValues: z.array(ZSignFieldWithTokenMutationSchema),
   templateUpdatedAt: z.date(),
+  nextSigner: z
+    .object({
+      email: z.string().email().max(254),
+      name: z.string().min(1).max(255),
+    })
+    .optional(),
 });
 
 export const ZCreateDocumentFromTemplateRequestSchema = z.object({