v2.2.2

Use Gemini to handle detection of recipients and fields within
documents.

Opt in using organisation or team settings.

Replaces #2128 since the branch was cursed and would include
dependencies that weren't even in the lock file.



https://github.com/user-attachments/assets/e6cbb58f-62b9-4079-a9ae-7af5c4f2e4ec

.env.example

@@ -147,6 +147,15 @@ NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS=false
 # We only collect: app version, installation ID, and node ID. No personal data is collected.
 DOCUMENSO_DISABLE_TELEMETRY=
 
+# [[AI]]
+# OPTIONAL: Google Cloud Project ID for Vertex AI.
+GOOGLE_VERTEX_PROJECT_ID=""
+# OPTIONAL: Google Cloud region for Vertex AI. Defaults to "global".
+GOOGLE_VERTEX_LOCATION="global"
+# OPTIONAL: API key for Google Vertex AI (Gemini). Get your key from:
+# https://console.cloud.google.com/vertex-ai/studio/settings/api-keys
+GOOGLE_VERTEX_API_KEY=""
+
 # [[E2E Tests]]
 E2E_TEST_AUTHENTICATE_USERNAME="Test User"
 E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
@@ -157,4 +166,4 @@ E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 NEXT_PRIVATE_LOGGER_FILE_PATH=
 
 # [[PLAIN SUPPORT]]
-NEXT_PRIVATE_PLAIN_API_KEY=
+NEXT_PRIVATE_PLAIN_API_KEY=

.gitignore

@@ -60,3 +60,6 @@ CLAUDE.md
 
 # agents
 .specs
+
+# scripts
+scripts/output*

README.md

@@ -1,6 +1,3 @@
-> 🚨 🚨 🚨
-> Documenso 2.0.0 is live on Product Hunt 🎉 <a href="https://documen.so/launch" target="_blank" rel="noopener noreferrer" style="text-decoration: underline;">Join us to celebrate the best Documenso yet 🪩</a>
-
 <img src="https://github.com/documenso/documenso/assets/13398220/a643571f-0239-46a6-a73e-6bef38d1228b" alt="Documenso Logo">
 
 <p align="center" style="margin-top: 20px">

apps/documentation/package.json

@@ -15,7 +15,7 @@
     "@documenso/tailwind-config": "*",
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
-    "next": "^15",
+    "next": "^15.5.7",
     "next-plausible": "^3.12.5",
     "nextra": "^3",
     "nextra-theme-docs": "^3",

apps/openpage-api/package.json

@@ -12,7 +12,7 @@
   "dependencies": {
     "@documenso/prisma": "*",
     "luxon": "^3.7.2",
-    "next": "^15"
+    "next": "^15.5.7"
   },
   "devDependencies": {
     "@types/node": "^20",

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

@@ -45,7 +45,7 @@ export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDia
 
       toast({
         title: _(msg`Document deleted`),
-        description: 'The Document has been deleted successfully.',
+        description: _(msg`The Document has been deleted successfully.`),
         duration: 5000,
       });
 
@@ -54,8 +54,9 @@ export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDia
       toast({
         title: _(msg`An unknown error occurred`),
         variant: 'destructive',
-        description:
+        description: _(
-          'We encountered an unknown error while attempting to delete your document. Please try again later.',
+          msg`We encountered an unknown error while attempting to delete your document. Please try again later.`,
+        ),
       });
     }
   };

apps/remix/app/components/dialogs/ai-field-detection-dialog.tsx

@@ -0,0 +1,368 @@
+import { useCallback, useEffect, useMemo, useState } from 'react';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { CheckIcon, FormInputIcon, ShieldCheckIcon } from 'lucide-react';
+
+import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Label } from '@documenso/ui/primitives/label';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+import {
+  AiApiError,
+  type DetectFieldsProgressEvent,
+  detectFields,
+} from '../../../server/api/ai/detect-fields.client';
+import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
+
+type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
+
+type AiFieldDetectionDialogProps = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onComplete: (fields: NormalizedFieldWithContext[]) => void;
+  envelopeId: string;
+  teamId: number;
+};
+
+const PROCESSING_MESSAGES = [
+  msg`Reading your document`,
+  msg`Analyzing page layout`,
+  msg`Looking for form fields`,
+  msg`Detecting signature areas`,
+  msg`Identifying input fields`,
+  msg`Mapping fields to recipients`,
+  msg`Almost done`,
+] as const;
+
+const FIELD_TYPE_LABELS: Record<string, MessageDescriptor> = {
+  SIGNATURE: msg`Signature`,
+  INITIALS: msg`Initials`,
+  NAME: msg`Name`,
+  EMAIL: msg`Email`,
+  DATE: msg`Date`,
+  TEXT: msg`Text`,
+  NUMBER: msg`Number`,
+  CHECKBOX: msg`Checkbox`,
+  RADIO: msg`Radio`,
+};
+
+export const AiFieldDetectionDialog = ({
+  open,
+  onOpenChange,
+  onComplete,
+  envelopeId,
+  teamId,
+}: AiFieldDetectionDialogProps) => {
+  const { _ } = useLingui();
+
+  const [state, setState] = useState<DialogState>('PROMPT');
+  const [messageIndex, setMessageIndex] = useState(0);
+  const [detectedFields, setDetectedFields] = useState<NormalizedFieldWithContext[]>([]);
+  const [error, setError] = useState<string | null>(null);
+  const [context, setContext] = useState('');
+  const [progress, setProgress] = useState<DetectFieldsProgressEvent | null>(null);
+
+  const onDetectClick = useCallback(async () => {
+    setState('PROCESSING');
+    setMessageIndex(0);
+    setError(null);
+    setProgress(null);
+
+    try {
+      await detectFields({
+        request: {
+          envelopeId,
+          teamId,
+          context: context || undefined,
+        },
+        onProgress: (progressEvent) => {
+          setProgress(progressEvent);
+        },
+        onComplete: (event) => {
+          setDetectedFields(event.fields);
+          setState('REVIEW');
+        },
+        onError: (err) => {
+          console.error('Detection failed:', err);
+
+          if (err.status === 429) {
+            setState('RATE_LIMITED');
+            return;
+          }
+
+          setError(err.message);
+          setState('ERROR');
+        },
+      });
+    } catch (err) {
+      console.error('Detection failed:', err);
+
+      if (err instanceof AiApiError && err.status === 429) {
+        setState('RATE_LIMITED');
+        return;
+      }
+
+      setError(err instanceof Error ? err.message : 'Failed to detect fields');
+      setState('ERROR');
+    }
+  }, [envelopeId, teamId, context]);
+
+  const onAddFields = () => {
+    onComplete(detectedFields);
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedFields([]);
+    setContext('');
+  };
+
+  const onClose = () => {
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedFields([]);
+    setError(null);
+    setContext('');
+    setProgress(null);
+  };
+
+  // Group fields by type for summary display
+  const fieldCountsByType = useMemo(() => {
+    const counts: Record<string, number> = {};
+
+    for (const field of detectedFields) {
+      counts[field.type] = (counts[field.type] || 0) + 1;
+    }
+
+    return Object.entries(counts).sort(([, a], [, b]) => b - a);
+  }, [detectedFields]);
+
+  useEffect(() => {
+    if (state !== 'PROCESSING') {
+      return;
+    }
+
+    const interval = setInterval(() => {
+      setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
+    }, 4000);
+
+    return () => clearInterval(interval);
+  }, [state]);
+
+  return (
+    <Dialog open={open}>
+      <DialogContent className="sm:max-w-lg" hideClose={true}>
+        {state === 'PROMPT' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detect fields</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="space-y-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  We'll scan your document to find form fields like signature lines, text inputs,
+                  checkboxes, and more. Detected fields will be suggested for you to review.
+                </Trans>
+              </p>
+
+              <Alert className="flex items-center gap-2 space-y-0" variant="neutral">
+                <ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
+                <AlertDescription className="mt-0">
+                  <Trans>
+                    Your document is processed securely using AI services that don't retain your
+                    data.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+
+              <div className="space-y-1.5">
+                <Label htmlFor="context">
+                  <Trans>Context</Trans>
+                </Label>
+                <Textarea
+                  id="context"
+                  placeholder={_(msg`David is the Employee, Lucas is the Manager`)}
+                  value={context}
+                  onChange={(e) => setContext(e.target.value)}
+                  rows={2}
+                  className="resize-none"
+                />
+                <p className="text-xs text-muted-foreground">
+                  <Trans>Help the AI assign fields to the right recipients.</Trans>
+                </p>
+              </div>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Skip</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Detect</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'PROCESSING' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detecting fields</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="flex flex-col items-center py-8">
+              <AnimatedDocumentScanner />
+
+              <p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
+
+              {progress && (
+                <p className="mt-2 text-xs text-muted-foreground/60">
+                  <Trans>
+                    Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
+                    {progress.fieldsDetected} field(s) found
+                  </Trans>
+                </p>
+              )}
+
+              <p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
+                <Trans>This can take a minute or two depending on the size of your document.</Trans>
+              </p>
+
+              <div className="mt-4 flex gap-1">
+                {PROCESSING_MESSAGES.map((_, index) => (
+                  <div
+                    key={index}
+                    className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
+                      index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
+                    }`}
+                  />
+                ))}
+              </div>
+            </div>
+          </>
+        )}
+
+        {state === 'REVIEW' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detected fields</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="max-h-[400px] overflow-y-auto">
+              {detectedFields.length === 0 ? (
+                <div className="flex flex-col items-center py-8">
+                  <FormInputIcon className="h-12 w-12 text-muted-foreground/50" />
+                  <p className="mt-4 text-center text-sm text-muted-foreground">
+                    <Trans>No fields were detected in your document.</Trans>
+                  </p>
+                  <p className="mt-1 text-center text-xs text-muted-foreground/70">
+                    <Trans>You can add fields manually in the editor.</Trans>
+                  </p>
+                </div>
+              ) : (
+                <>
+                  <p className="text-sm text-muted-foreground">
+                    <Trans>We found {detectedFields.length} field(s) in your document.</Trans>
+                  </p>
+
+                  <ul className="mt-4 divide-y rounded-lg border">
+                    {fieldCountsByType.map(([type, count]) => (
+                      <li key={type} className="flex items-center justify-between px-4 py-3">
+                        <span className="text-sm">{_(FIELD_TYPE_LABELS[type]) || type}</span>
+                        <span className="text-sm font-medium text-muted-foreground">{count}</span>
+                      </li>
+                    ))}
+                  </ul>
+                </>
+              )}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              {detectedFields.length > 0 && (
+                <Button type="button" onClick={onAddFields}>
+                  <CheckIcon className="-ml-1 mr-2 h-4 w-4" />
+                  <Trans>Add fields</Trans>
+                </Button>
+              )}
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'ERROR' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detection failed</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>Something went wrong while detecting fields.</Trans>
+              </p>
+
+              {error && <p className="mt-2 text-sm text-destructive">{error}</p>}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'RATE_LIMITED' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Too many requests</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  You've made too many detection requests. Please wait a minute before trying again.
+                </Trans>
+              </p>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/ai-recipient-detection-dialog.tsx

@@ -0,0 +1,361 @@
+import { useCallback, useEffect, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { CheckIcon, ShieldCheckIcon, UserIcon, XIcon } from 'lucide-react';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import {
+  AiApiError,
+  type DetectRecipientsProgressEvent,
+  detectRecipients,
+} from '../../../server/api/ai/detect-recipients.client';
+import { AnimatedDocumentScanner } from '../general/animated-document-scanner';
+
+type DialogState = 'PROMPT' | 'PROCESSING' | 'REVIEW' | 'ERROR' | 'RATE_LIMITED';
+
+type AiRecipientDetectionDialogProps = {
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onComplete: (recipients: TDetectedRecipientSchema[]) => void;
+  envelopeId: string;
+  teamId: number;
+};
+
+const PROCESSING_MESSAGES = [
+  msg`Reading your document`,
+  msg`Analyzing pages`,
+  msg`Looking for signature fields`,
+  msg`Identifying recipients`,
+  msg`Extracting contact details`,
+  msg`Almost done`,
+] as const;
+
+export const AiRecipientDetectionDialog = ({
+  open,
+  onOpenChange,
+  onComplete,
+  envelopeId,
+  teamId,
+}: AiRecipientDetectionDialogProps) => {
+  const { _ } = useLingui();
+
+  const [state, setState] = useState<DialogState>('PROMPT');
+  const [messageIndex, setMessageIndex] = useState(0);
+  const [detectedRecipients, setDetectedRecipients] = useState<TDetectedRecipientSchema[]>([]);
+  const [error, setError] = useState<string | null>(null);
+  const [progress, setProgress] = useState<DetectRecipientsProgressEvent | null>(null);
+
+  const onDetectClick = useCallback(async () => {
+    setState('PROCESSING');
+    setMessageIndex(0);
+    setError(null);
+    setProgress(null);
+
+    try {
+      await detectRecipients({
+        request: {
+          envelopeId,
+          teamId,
+        },
+        onProgress: (progressEvent) => {
+          setProgress(progressEvent);
+        },
+        onComplete: (event) => {
+          setDetectedRecipients(event.recipients);
+          setState('REVIEW');
+        },
+        onError: (err) => {
+          console.error('Detection failed:', err);
+
+          if (err.status === 429) {
+            setState('RATE_LIMITED');
+            return;
+          }
+
+          setError(err.message);
+          setState('ERROR');
+        },
+      });
+    } catch (err) {
+      console.error('Detection failed:', err);
+
+      if (err instanceof AiApiError && err.status === 429) {
+        setState('RATE_LIMITED');
+        return;
+      }
+
+      setError(err instanceof Error ? err.message : 'Failed to detect recipients');
+      setState('ERROR');
+    }
+  }, [envelopeId, teamId]);
+
+  const handleRemoveRecipient = (index: number) => {
+    setDetectedRecipients((prev) => prev.filter((_, i) => i !== index));
+  };
+
+  const onAddRecipients = () => {
+    onComplete(detectedRecipients);
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedRecipients([]);
+  };
+
+  const onClose = () => {
+    onOpenChange(false);
+    setState('PROMPT');
+    setDetectedRecipients([]);
+    setError(null);
+    setProgress(null);
+  };
+
+  useEffect(() => {
+    if (state !== 'PROCESSING') {
+      return;
+    }
+
+    const interval = setInterval(() => {
+      setMessageIndex((prev) => (prev + 1) % PROCESSING_MESSAGES.length);
+    }, 4000);
+
+    return () => clearInterval(interval);
+  }, [state]);
+
+  return (
+    <Dialog open={open}>
+      <DialogContent className="sm:max-w-lg" hideClose={true}>
+        {state === 'PROMPT' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detect recipients</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div>
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  We'll scan your document to find signature fields and identify who needs to sign.
+                  Detected recipients will be suggested for you to review.
+                </Trans>
+              </p>
+
+              <Alert className="mt-4 flex items-center gap-2 space-y-0" variant="neutral">
+                <ShieldCheckIcon className="h-5 w-5 stroke-green-600" />
+                <AlertDescription className="mt-0">
+                  <Trans>
+                    Your document is processed securely using AI services that don't retain your
+                    data.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Skip</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Detect</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'PROCESSING' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detecting recipients</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="flex flex-col items-center py-8">
+              <AnimatedDocumentScanner />
+
+              <p className="mt-8 text-muted-foreground">{_(PROCESSING_MESSAGES[messageIndex])}</p>
+
+              {progress && (
+                <p className="mt-2 text-xs text-muted-foreground/60">
+                  <Trans>
+                    Page {progress.pagesProcessed} of {progress.totalPages} -{' '}
+                    {progress.recipientsDetected} recipient(s) found
+                  </Trans>
+                </p>
+              )}
+
+              <p className="mt-2 max-w-[40ch] text-center text-xs text-muted-foreground/60">
+                <Trans>This can take a minute or two depending on the size of your document.</Trans>
+              </p>
+
+              <div className="mt-4 flex gap-1">
+                {PROCESSING_MESSAGES.map((_, index) => (
+                  <div
+                    key={index}
+                    className={`h-1.5 w-1.5 rounded-full transition-all duration-300 ${
+                      index === messageIndex ? 'w-4 bg-primary' : 'bg-muted-foreground/30'
+                    }`}
+                  />
+                ))}
+              </div>
+            </div>
+          </>
+        )}
+
+        {state === 'REVIEW' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detected recipients</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="max-h-[400px] overflow-y-auto">
+              {detectedRecipients.length === 0 ? (
+                <div className="flex flex-col items-center py-8">
+                  <UserIcon className="h-12 w-12 text-muted-foreground/50" />
+                  <p className="mt-4 text-center text-sm text-muted-foreground">
+                    <Trans>No recipients were detected in your document.</Trans>
+                  </p>
+                  <p className="mt-1 text-center text-xs text-muted-foreground/70">
+                    <Trans>You can add recipients manually in the editor.</Trans>
+                  </p>
+                </div>
+              ) : (
+                <>
+                  <p className="text-sm text-muted-foreground">
+                    <Trans>
+                      We found {detectedRecipients.length} recipient(s) in your document.
+                    </Trans>
+                  </p>
+
+                  <ul className="mt-4 divide-y rounded-lg border">
+                    {detectedRecipients.map((recipient, index) => (
+                      <li key={index} className="flex items-center justify-between px-4 py-3">
+                        <AvatarWithText
+                          avatarFallback={
+                            recipient.name
+                              ? recipient.name.slice(0, 1).toUpperCase()
+                              : recipient.email
+                                ? recipient.email.slice(0, 1).toUpperCase()
+                                : '?'
+                          }
+                          primaryText={
+                            <p className="text-sm font-medium text-foreground">
+                              {recipient.name || _(msg`Unknown name`)}
+                            </p>
+                          }
+                          secondaryText={
+                            <div className="text-xs text-muted-foreground">
+                              <p className="italic text-muted-foreground/70">
+                                {recipient.email || _(msg`No email detected`)}
+                              </p>
+                              <p>{_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}</p>
+                            </div>
+                          }
+                        />
+
+                        <button
+                          type="button"
+                          className="h-8 w-8 p-0 text-muted-foreground/80 hover:text-destructive focus-visible:border-destructive focus-visible:ring-destructive"
+                          onClick={() => handleRemoveRecipient(index)}
+                        >
+                          <span className="sr-only">
+                            <Trans>Remove recipient</Trans>
+                          </span>
+
+                          <XIcon className="h-4 w-4" aria-hidden="true" />
+                        </button>
+                      </li>
+                    ))}
+                  </ul>
+                </>
+              )}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              {detectedRecipients.length > 0 && (
+                <Button type="button" onClick={onAddRecipients}>
+                  <CheckIcon className="-ml-1 mr-2 h-4 w-4" />
+                  <Trans>Add recipients</Trans>
+                </Button>
+              )}
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'ERROR' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Detection failed</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>Something went wrong while detecting recipients.</Trans>
+              </p>
+
+              {error && <p className="mt-2 text-sm text-destructive">{error}</p>}
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+
+        {state === 'RATE_LIMITED' && (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Too many requests</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <div className="py-4">
+              <p className="text-sm text-muted-foreground">
+                <Trans>
+                  You've made too many detection requests. Please wait a minute before trying again.
+                </Trans>
+              </p>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" variant="ghost" onClick={onClose}>
+                <Trans>Close</Trans>
+              </Button>
+              <Button type="button" onClick={onDetectClick}>
+                <Trans>Try again</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -19,7 +19,6 @@ import * as z from 'zod';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 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';
@@ -130,44 +129,18 @@ export const EnvelopeDistributeDialog = ({
 
   const distributionMethod = watch('meta.distributionMethod');
 
-  const recipientsWithIndex = useMemo(
-    () =>
-      envelope.recipients.map((recipient, index) => ({
-        ...recipient,
-        index,
-      })),
-    [envelope.recipients],
-  );
-
   const recipientsMissingSignatureFields = useMemo(
     () =>
-      recipientsWithIndex.filter(
+      envelope.recipients.filter(
         (recipient) =>
           recipient.role === RecipientRole.SIGNER &&
           !envelope.fields.some(
             (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
           ),
       ),
-    [recipientsWithIndex, envelope.fields],
+    [envelope.recipients, envelope.fields],
   );
 
-  /**
-   * List of recipients who must have an email due to having auth enabled.
-   */
-  const recipientsMissingRequiredEmail = useMemo(() => {
-    return recipientsWithIndex.filter((recipient) => {
-      const auth = extractDocumentAuthMethods({
-        documentAuth: envelope.authOptions,
-        recipientAuth: recipient.authOptions,
-      });
-
-      return (
-        (auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) &&
-        !recipient.email
-      );
-    });
-  }, [recipientsWithIndex, envelope.authOptions]);
-
   const invalidEnvelopeCode = useMemo(() => {
     if (recipientsMissingSignatureFields.length > 0) {
       return 'MISSING_SIGNATURES';
@@ -177,12 +150,8 @@ export const EnvelopeDistributeDialog = ({
       return 'MISSING_RECIPIENTS';
     }
 
-    if (recipientsMissingRequiredEmail.length > 0) {
-      return 'MISSING_REQUIRED_EMAIL';
-    }
-
     return null;
-  }, [envelope.recipients, recipientsMissingRequiredEmail, recipientsMissingSignatureFields]);
+  }, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
 
   const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
     try {
@@ -475,22 +444,7 @@ export const EnvelopeDistributeDialog = ({
 
                     <ul className="ml-2 mt-1 list-inside list-disc">
                       {recipientsMissingSignatureFields.map((recipient) => (
-                        <li key={recipient.id}>
+                        <li key={recipient.id}>{recipient.email}</li>
-                          {recipient.email || recipient.name || `Recipient ${recipient.index + 1}`}
-                        </li>
-                      ))}
-                    </ul>
-                  </AlertDescription>
-                ))
-                .with('MISSING_REQUIRED_EMAIL', () => (
-                  <AlertDescription>
-                    <Trans>The following recipients require an email address:</Trans>
-
-                    <ul className="ml-2 mt-1 list-inside list-disc">
-                      {recipientsMissingRequiredEmail.map((recipient) => (
-                        <li key={recipient.id}>
-                          {recipient.email || recipient.name || `Recipient ${recipient.index + 1}`}
-                        </li>
                       ))}
                     </ul>
                   </AlertDescription>

apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx

@@ -103,8 +103,8 @@ export const TemplateBulkSendDialog = ({
       console.error(err);
 
       toast({
-        title: 'Error',
+        title: _(msg`Error`),
-        description: 'Failed to upload CSV. Please check the file format and try again.',
+        description: _(msg`Failed to upload CSV. Please check the file format and try again.`),
         variant: 'destructive',
       });
     }

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

@@ -21,7 +21,6 @@ import {
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
-import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -66,7 +65,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number(),
-      email: ZRecipientEmailSchema,
+      email: z.string().email(),
       name: z.string(),
       signingOrder: z.number().optional(),
     }),
@@ -350,7 +349,7 @@ export function TemplateUseDialog({
 
                             {documentDistributionMethod === DocumentDistributionMethod.EMAIL && (
                               <label
-                                className="ml-2 flex items-center text-sm text-muted-foreground"
+                                className="text-muted-foreground ml-2 flex items-center text-sm"
                                 htmlFor="distributeDocument"
                               >
                                 <Trans>Send document</Trans>
@@ -359,7 +358,7 @@ export function TemplateUseDialog({
                                     <InfoIcon className="mx-1 h-4 w-4" />
                                   </TooltipTrigger>
 
-                                  <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
+                                  <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
                                     <p>
                                       <Trans>
                                         The document will be immediately sent to recipients if this
@@ -379,7 +378,7 @@ export function TemplateUseDialog({
 
                             {documentDistributionMethod === DocumentDistributionMethod.NONE && (
                               <label
-                                className="ml-2 flex items-center text-sm text-muted-foreground"
+                                className="text-muted-foreground ml-2 flex items-center text-sm"
                                 htmlFor="distributeDocument"
                               >
                                 <Trans>Create as pending</Trans>
@@ -387,7 +386,7 @@ export function TemplateUseDialog({
                                   <TooltipTrigger type="button">
                                     <InfoIcon className="mx-1 h-4 w-4" />
                                   </TooltipTrigger>
-                                  <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
+                                  <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
                                     <p>
                                       <Trans>
                                         Create the document as pending and ready to sign.
@@ -433,7 +432,7 @@ export function TemplateUseDialog({
                           }}
                         />
                         <label
-                          className="ml-2 flex items-center text-sm text-muted-foreground"
+                          className="text-muted-foreground ml-2 flex items-center text-sm"
                           htmlFor="useCustomDocument"
                         >
                           <Trans>Upload custom document</Trans>
@@ -441,7 +440,7 @@ export function TemplateUseDialog({
                             <TooltipTrigger type="button">
                               <InfoIcon className="mx-1 h-4 w-4" />
                             </TooltipTrigger>
-                            <TooltipContent className="z-[99999] max-w-md space-y-2 p-4 text-muted-foreground">
+                            <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
                               <p>
                                 <Trans>
                                   Upload a custom document to use instead of the template's default
@@ -471,19 +470,19 @@ export function TemplateUseDialog({
                               <FormControl>
                                 <div
                                   key={item.id}
-                                  className="flex items-center gap-4 rounded-lg border border-border bg-card p-4 transition-colors hover:bg-accent/10"
+                                  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="flex h-10 w-10 items-center justify-center rounded-lg bg-primary/10">
+                                    <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
-                                      <FileTextIcon className="h-5 w-5 text-primary" />
+                                      <FileTextIcon className="text-primary h-5 w-5" />
                                     </div>
                                   </div>
 
                                   <div className="min-w-0 flex-1">
-                                    <h4 className="truncate text-sm font-medium text-foreground">
+                                    <h4 className="text-foreground truncate text-sm font-medium">
                                       {item.title}
                                     </h4>
-                                    <p className="mt-0.5 text-xs text-muted-foreground">
+                                    <p className="text-muted-foreground mt-0.5 text-xs">
                                       {field.value ? (
                                         <div>
                                           <Trans>

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

@@ -5,7 +5,6 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaLanguageSchema,
 } from '@documenso/lib/types/document-meta';
-import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 
 // Define the schema for configuration
@@ -56,7 +55,7 @@ export const ZConfigureTemplateEmbedFormSchema = ZConfigureEmbedFormSchema.exten
       nativeId: z.number().optional(),
       formId: z.string(),
       name: z.string(),
-      email: ZRecipientEmailSchema,
+      email: z.union([z.string().length(0), z.string().email('Invalid email address')]),
       role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
       signingOrder: z.number().optional(),
       disabled: z.boolean().optional(),

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

@@ -1,5 +1,6 @@
 import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
 
+import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { EnvelopeItem, FieldType } from '@prisma/client';
@@ -229,8 +230,8 @@ export const ConfigureFieldsView = ({
         setFieldClipboard(lastActiveField);
 
         toast({
-          title: 'Copied field',
+          title: _(msg`Copied field`),
-          description: 'Copied field to clipboard',
+          description: _(msg`Copied field to clipboard`),
         });
       }
     },

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

@@ -150,8 +150,8 @@ export const MultiSignDocumentSigningView = ({
       onDocumentError?.();
 
       toast({
-        title: 'Error',
+        title: _(msg`Error`),
-        description: 'Failed to complete the document. Please try again.',
+        description: _(msg`Failed to complete the document. Please try again.`),
         variant: 'destructive',
       });
     } finally {

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

@@ -58,6 +58,7 @@ export type TDocumentPreferencesFormSchema = {
   includeSigningCertificate: boolean | null;
   includeAuditLog: boolean | null;
   signatureTypes: DocumentSignatureType[];
+  aiFeaturesEnabled: boolean | null;
 };
 
 type SettingsSubset = Pick<
@@ -72,11 +73,13 @@ type SettingsSubset = Pick<
   | 'typedSignatureEnabled'
   | 'uploadSignatureEnabled'
   | 'drawSignatureEnabled'
+  | 'aiFeaturesEnabled'
 >;
 
 export type DocumentPreferencesFormProps = {
   settings: SettingsSubset;
   canInherit: boolean;
+  isAiFeaturesConfigured?: boolean;
   onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };
 
@@ -84,6 +87,7 @@ export const DocumentPreferencesForm = ({
   settings,
   onFormSubmit,
   canInherit,
+  isAiFeaturesConfigured = false,
 }: DocumentPreferencesFormProps) => {
   const { t } = useLingui();
   const { user, organisations } = useSession();
@@ -105,6 +109,7 @@ export const DocumentPreferencesForm = ({
     signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
       message: msg`At least one signature type must be enabled`.id,
     }),
+    aiFeaturesEnabled: z.boolean().nullable(),
   });
 
   const form = useForm<TDocumentPreferencesFormSchema>({
@@ -120,6 +125,7 @@ export const DocumentPreferencesForm = ({
       includeSigningCertificate: settings.includeSigningCertificate,
       includeAuditLog: settings.includeAuditLog,
       signatureTypes: extractTeamSignatureSettings({ ...settings }),
+      aiFeaturesEnabled: settings.aiFeaturesEnabled,
     },
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
   });
@@ -312,7 +318,7 @@ export const DocumentPreferencesForm = ({
                     }))}
                     selectedValues={field.value}
                     onChange={field.onChange}
-                    className="bg-background w-full"
+                    className="w-full bg-background"
                     enableSearch={false}
                     emptySelectionPlaceholder={
                       canInherit ? t`Inherit from organisation` : t`Select signature types`
@@ -378,7 +384,7 @@ export const DocumentPreferencesForm = ({
                   </FormControl>
 
                   <div className="pt-2">
-                    <div className="text-muted-foreground text-xs font-medium">
+                    <div className="text-xs font-medium text-muted-foreground">
                       <Trans>Preview</Trans>
                     </div>
 
@@ -509,6 +515,59 @@ export const DocumentPreferencesForm = ({
             )}
           />
 
+          {isAiFeaturesConfigured && (
+            <FormField
+              control={form.control}
+              name="aiFeaturesEnabled"
+              render={({ field }) => (
+                <FormItem className="flex-1">
+                  <FormLabel>
+                    <Trans>AI Features</Trans>
+                  </FormLabel>
+
+                  <FormControl>
+                    <Select
+                      {...field}
+                      value={field.value === null ? '-1' : field.value.toString()}
+                      onValueChange={(value) =>
+                        field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                      }
+                    >
+                      <SelectTrigger className="bg-background text-muted-foreground">
+                        <SelectValue />
+                      </SelectTrigger>
+
+                      <SelectContent>
+                        <SelectItem value="true">
+                          <Trans>Enabled</Trans>
+                        </SelectItem>
+
+                        <SelectItem value="false">
+                          <Trans>Disabled</Trans>
+                        </SelectItem>
+
+                        {canInherit && (
+                          <SelectItem value={'-1'}>
+                            <Trans>Inherit from organisation</Trans>
+                          </SelectItem>
+                        )}
+                      </SelectContent>
+                    </Select>
+                  </FormControl>
+
+                  <FormDescription>
+                    <Trans>
+                      Enable AI-powered features such as automatic recipient detection. When
+                      enabled, document content will be sent to AI providers. We only use providers
+                      that do not retain data for training and prefer European regions where
+                      available.
+                    </Trans>
+                  </FormDescription>
+                </FormItem>
+              )}
+            />
+          )}
+
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
               <Trans>Update</Trans>

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

@@ -201,7 +201,7 @@ export const SignInForm = ({
         .otherwise(() => handleFallbackErrorMessages(error.code));
 
       toast({
-        title: 'Something went wrong',
+        title: _(msg`Something went wrong`),
         description: _(errorMessage),
         duration: 10000,
         variant: 'destructive',

apps/remix/app/components/general/animated-document-scanner.tsx

@@ -0,0 +1,78 @@
+import { useEffect, useState } from 'react';
+
+import { SearchIcon } from 'lucide-react';
+
+import { cn } from '@documenso/ui/lib/utils';
+
+export type AnimatedDocumentScannerProps = {
+  className?: string;
+  interval?: number;
+};
+
+export const AnimatedDocumentScanner = ({
+  className,
+  interval = 2500,
+}: AnimatedDocumentScannerProps) => {
+  const [magPosition, setMagPosition] = useState({ x: 0, y: 0, page: 0 });
+
+  useEffect(() => {
+    const moveInterval = setInterval(() => {
+      setMagPosition({
+        x: Math.random() * 60 - 30,
+        y: Math.random() * 50 - 25,
+        page: Math.random() > 0.5 ? 1 : 0,
+      });
+    }, interval);
+
+    return () => clearInterval(moveInterval);
+  }, [interval]);
+
+  return (
+    <div className={cn('relative mx-auto h-36 w-56', className)}>
+      {/* Magnifying glass */}
+      <div
+        className="pointer-events-none absolute z-50 transition-all duration-1000 ease-in-out"
+        style={{
+          left: magPosition.page === 0 ? '25%' : '75%',
+          top: '50%',
+          transform: `translate(calc(-50% + ${magPosition.x}px), calc(-50% + ${magPosition.y}px))`,
+        }}
+      >
+        <SearchIcon className="h-8 w-8 text-foreground" />
+      </div>
+
+      {/* Book container */}
+      <div className="relative h-full w-full animate-pulse" style={{ perspective: '800px' }}>
+        <div className="relative h-full w-full" style={{ transformStyle: 'preserve-3d' }}>
+          {/* Left page */}
+          <div
+            className="absolute left-0 top-0 h-full w-[calc(50%)] origin-right overflow-hidden rounded-l-md border border-border bg-card shadow-md"
+            style={{ transform: 'rotateY(15deg) skewY(-1deg)' }}
+          >
+            <div className="absolute inset-3 space-y-2">
+              <div className="h-1.5 w-3/4 rounded-sm bg-muted" />
+              <div className="h-1.5 w-full rounded-sm bg-muted" />
+              <div className="h-1.5 w-5/6 rounded-sm bg-muted" />
+              <div className="h-1.5 w-2/3 rounded-sm bg-muted" />
+              <div className="mt-3 h-6 w-3/4 rounded border border-dashed border-primary" />
+            </div>
+          </div>
+
+          {/* Right page */}
+          <div
+            className="absolute right-0 top-0 h-full w-[calc(50%)] origin-left overflow-hidden rounded-r-md border border-border bg-card shadow-md"
+            style={{ transform: 'rotateY(-15deg) skewY(1deg)' }}
+          >
+            <div className="absolute inset-3 space-y-2">
+              <div className="h-1.5 w-full rounded-sm bg-muted" />
+              <div className="h-1.5 w-4/5 rounded-sm bg-muted" />
+              <div className="h-1.5 w-full rounded-sm bg-muted" />
+              <div className="h-1.5 w-3/5 rounded-sm bg-muted" />
+              <div className="mt-3 h-6 w-2/3 rounded border border-dashed border-primary" />
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+};

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

@@ -57,7 +57,7 @@ export type DocumentSigningCompleteDialogProps = {
     name: string;
     email: string;
   };
-  recipientPayload?: {
+  directTemplatePayload?: {
     name: string;
     email: string;
   };
@@ -89,7 +89,7 @@ export const DocumentSigningCompleteDialog = ({
   recipient,
   disabled = false,
   allowDictateNextSigner = false,
-  recipientPayload,
+  directTemplatePayload,
   defaultNextSigner,
   buttonSize = 'lg',
   position,
@@ -113,11 +113,11 @@ export const DocumentSigningCompleteDialog = ({
     },
   });
 
-  const recipientForm = useForm<TDirectRecipientFormSchema>({
+  const directRecipientForm = useForm<TDirectRecipientFormSchema>({
     resolver: zodResolver(ZDirectRecipientFormSchema),
     defaultValues: {
-      name: recipientPayload?.name ?? '',
+      name: directTemplatePayload?.name ?? '',
-      email: recipientPayload?.email ?? '',
+      email: directTemplatePayload?.email ?? '',
     },
   });
 
@@ -145,16 +145,16 @@ export const DocumentSigningCompleteDialog = ({
 
   const onFormSubmit = async (data: TNextSignerFormSchema) => {
     try {
-      let recipientOverridePayload: { name: string; email: string } | undefined;
+      let directRecipient: { name: string; email: string } | undefined;
 
-      if (recipientPayload && !recipientPayload.email) {
+      if (directTemplatePayload && !directTemplatePayload.email) {
-        const isFormValid = await recipientForm.trigger();
+        const isFormValid = await directRecipientForm.trigger();
 
         if (!isFormValid) {
           return;
         }
 
-        recipientOverridePayload = recipientForm.getValues();
+        directRecipient = directRecipientForm.getValues();
       }
 
       // Check if 2FA is required
@@ -168,7 +168,7 @@ export const DocumentSigningCompleteDialog = ({
           ? { name: data.name, email: data.email }
           : undefined;
 
-      await onSignatureComplete(nextSigner, data.accessAuthOptions, recipientOverridePayload);
+      await onSignatureComplete(nextSigner, data.accessAuthOptions, directRecipient);
     } catch (error) {
       const err = AppError.parseError(error);
 
@@ -222,7 +222,7 @@ export const DocumentSigningCompleteDialog = ({
             <Trans>Are you sure?</Trans>
           </DialogTitle>
           <DialogDescription>
-            <div className="max-w-[50ch] text-muted-foreground">
+            <div className="text-muted-foreground max-w-[50ch]">
               {match(recipient.role)
                 .with(RecipientRole.VIEWER, () => (
                   <span className="inline-flex flex-wrap">
@@ -250,19 +250,19 @@ export const DocumentSigningCompleteDialog = ({
           </DialogDescription>
         </DialogHeader>
 
-        <div className="rounded-lg border border-border bg-muted/50 p-4 text-center">
+        <div className="border-border bg-muted/50 rounded-lg border p-4 text-center">
-          <p className="text-sm font-medium text-muted-foreground">{documentTitle}</p>
+          <p className="text-muted-foreground text-sm font-medium">{documentTitle}</p>
         </div>
 
         {!showTwoFactorForm && (
           <>
             <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
-              {recipientPayload && !recipientPayload.email && (
+              {directTemplatePayload && !directTemplatePayload.email && (
-                <Form {...recipientForm}>
+                <Form {...directRecipientForm}>
                   <div className="mb-4 flex flex-col gap-4">
                     <div className="flex flex-col gap-4 md:flex-row">
                       <FormField
-                        control={recipientForm.control}
+                        control={directRecipientForm.control}
                         name="name"
                         render={({ field }) => (
                           <FormItem className="flex-1">
@@ -284,7 +284,7 @@ export const DocumentSigningCompleteDialog = ({
                       />
 
                       <FormField
-                        control={recipientForm.control}
+                        control={directRecipientForm.control}
                         name="email"
                         render={({ field }) => (
                           <FormItem className="flex-1">

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

@@ -108,8 +108,8 @@ export const DocumentSigningForm = ({
       await completeDocument({ nextSigner });
     } catch (err) {
       toast({
-        title: 'Error',
+        title: _(msg`Error`),
-        description: 'An error occurred while completing the document. Please try again.',
+        description: _(msg`An error occurred while completing the document. Please try again.`),
         variant: 'destructive',
       });
 

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

@@ -187,45 +187,74 @@ export const DocumentSigningPageViewV1 = ({
 
         <div className="mt-1.5 flex flex-wrap items-center justify-between gap-y-2 sm:mt-2.5 sm:gap-y-0">
           <div className="max-w-[50ch]">
-            <span className="truncate text-muted-foreground" title={senderName}>
-              {senderName} {senderEmail}
-            </span>{' '}
             <span className="text-muted-foreground">
               {match(recipient.role)
                 .with(RecipientRole.VIEWER, () =>
                   includeSenderDetails ? (
                     <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
                       on behalf of "{document.team?.name}" has invited you to view this document
                     </Trans>
                   ) : (
-                    <Trans>has invited you to view this document</Trans>
+                    <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
+                      has invited you to view this document
+                    </Trans>
                   ),
                 )
                 .with(RecipientRole.SIGNER, () =>
                   includeSenderDetails ? (
                     <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
                       on behalf of "{document.team?.name}" has invited you to sign this document
                     </Trans>
                   ) : (
-                    <Trans>has invited you to sign this document</Trans>
+                    <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
+                      has invited you to sign this document
+                    </Trans>
                   ),
                 )
                 .with(RecipientRole.APPROVER, () =>
                   includeSenderDetails ? (
                     <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
                       on behalf of "{document.team?.name}" has invited you to approve this document
                     </Trans>
                   ) : (
-                    <Trans>has invited you to approve this document</Trans>
+                    <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
+                      has invited you to approve this document
+                    </Trans>
                   ),
                 )
                 .with(RecipientRole.ASSISTANT, () =>
                   includeSenderDetails ? (
                     <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
                       on behalf of "{document.team?.name}" has invited you to assist this document
                     </Trans>
                   ) : (
-                    <Trans>has invited you to assist this document</Trans>
+                    <Trans>
+                      <span className="truncate" title={senderName}>
+                        {senderName} {senderEmail}
+                      </span>{' '}
+                      has invited you to assist this document
+                    </Trans>
                   ),
                 )
                 .otherwise(() => null)}

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

@@ -74,8 +74,8 @@ export function DocumentSigningRejectDialog({
       });
 
       toast({
-        title: 'Document rejected',
+        title: t`Document rejected`,
-        description: 'The document has been successfully rejected.',
+        description: t`The document has been successfully rejected.`,
         duration: 5000,
       });
 
@@ -88,8 +88,8 @@ export function DocumentSigningRejectDialog({
       }
     } catch (err) {
       toast({
-        title: 'Error',
+        title: t`Error`,
-        description: 'An error occurred while rejecting the document. Please try again.',
+        description: t`An error occurred while rejecting the document. Please try again.`,
         variant: 'destructive',
         duration: 5000,
       });

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

@@ -1,28 +1,31 @@
-import { lazy, useEffect, useMemo } from 'react';
+import { lazy, useEffect, useMemo, useState } from 'react';
 
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
-import { Trans, useLingui } from '@lingui/react/macro';
+import { useLingui } from '@lingui/react';
-import { FieldType, RecipientRole } from '@prisma/client';
+import { Trans } from '@lingui/react/macro';
-import { FileTextIcon } from 'lucide-react';
+import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
+import { FileTextIcon, SparklesIcon } from 'lucide-react';
 import { Link, useSearchParams } 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 {
+import type { NormalizedFieldWithContext } from '@documenso/lib/server-only/ai/envelope/detect-fields/types';
-  TCheckboxFieldMeta,
+import {
-  TDateFieldMeta,
+  FIELD_META_DEFAULT_VALUES,
-  TDropdownFieldMeta,
+  type TCheckboxFieldMeta,
-  TEmailFieldMeta,
+  type TDateFieldMeta,
-  TFieldMetaSchema,
+  type TDropdownFieldMeta,
-  TInitialsFieldMeta,
+  type TEmailFieldMeta,
-  TNameFieldMeta,
+  type TFieldMetaSchema,
-  TNumberFieldMeta,
+  type TInitialsFieldMeta,
-  TRadioFieldMeta,
+  type TNameFieldMeta,
-  TSignatureFieldMeta,
+  type TNumberFieldMeta,
-  TTextFieldMeta,
+  type TRadioFieldMeta,
+  type TSignatureFieldMeta,
+  type 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';
@@ -31,6 +34,7 @@ import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/al
 import { Button } from '@documenso/ui/primitives/button';
 import { Separator } from '@documenso/ui/primitives/separator';
 
+import { AiFieldDetectionDialog } from '~/components/dialogs/ai-field-detection-dialog';
 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';
@@ -41,6 +45,7 @@ import { EditorFieldNumberForm } from '~/components/forms/editor/editor-field-nu
 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 { useCurrentTeam } from '~/providers/team';
 
 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
@@ -67,11 +72,15 @@ const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
 export const EnvelopeEditorFieldsPage = () => {
   const [searchParams] = useSearchParams();
 
+  const team = useCurrentTeam();
+
   const { envelope, editorFields, relativePath } = useCurrentEnvelopeEditor();
 
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
 
-  const { t } = useLingui();
+  const { _ } = useLingui();
+
+  const [isAiFieldDialogOpen, setIsAiFieldDialogOpen] = useState(false);
 
   const selectedField = useMemo(
     () => structuredClone(editorFields.selectedField),
@@ -96,6 +105,24 @@ export const EnvelopeEditorFieldsPage = () => {
     }
   };
 
+  const onFieldDetectionComplete = (fields: NormalizedFieldWithContext[]) => {
+    for (const field of fields) {
+      editorFields.addField({
+        height: field.height,
+        width: field.width,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        type: field.type,
+        envelopeItemId: field.envelopeItemId,
+        recipientId: field.recipientId,
+        page: field.pageNumber,
+        fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[field.type]),
+      });
+    }
+
+    setIsAiFieldDialogOpen(false);
+  };
+
   /**
    * Set the selected recipient to the first recipient in the envelope.
    */
@@ -202,6 +229,35 @@ export const EnvelopeEditorFieldsPage = () => {
               selectedRecipientId={editorFields.selectedRecipient?.id ?? null}
               selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
             />
+
+            {team.preferences.aiFeaturesEnabled && (
+              <>
+                <Button
+                  type="button"
+                  variant="outline"
+                  size="sm"
+                  className="mt-4 w-full"
+                  onClick={() => setIsAiFieldDialogOpen(true)}
+                  disabled={envelope.status !== DocumentStatus.DRAFT}
+                  title={
+                    envelope.status !== DocumentStatus.DRAFT
+                      ? _(msg`You can only detect fields in draft envelopes`)
+                      : undefined
+                  }
+                >
+                  <SparklesIcon className="-ml-1 mr-2 h-4 w-4" />
+                  <Trans>Detect with AI</Trans>
+                </Button>
+
+                <AiFieldDetectionDialog
+                  open={isAiFieldDialogOpen}
+                  onOpenChange={setIsAiFieldDialogOpen}
+                  onComplete={onFieldDetectionComplete}
+                  envelopeId={envelope.id}
+                  teamId={envelope.teamId}
+                />
+              </>
+            )}
           </section>
 
           {/* Field details section. */}
@@ -243,7 +299,7 @@ export const EnvelopeEditorFieldsPage = () => {
 
                 <div className="px-4 [&_label]:text-xs [&_label]:text-foreground/70">
                   <h3 className="text-sm font-semibold">
-                    {t(FieldSettingsTypeTranslations[selectedField.type])}
+                    {_(FieldSettingsTypeTranslations[selectedField.type])}
                   </h3>
 
                   {match(selectedField.type)

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

@@ -8,11 +8,13 @@ import {
   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 { GripVerticalIcon, HelpCircleIcon, PlusIcon, SparklesIcon, TrashIcon } from 'lucide-react';
 import { useFieldArray, useForm, useWatch } from 'react-hook-form';
+import { useSearchParams } from 'react-router';
 import { isDeepEqual, prop, sortBy } from 'remeda';
 import { z } from 'zod';
 
@@ -21,11 +23,11 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
 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 type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
 import {
   ZRecipientActionAuthTypesSchema,
   ZRecipientAuthOptionsSchema,
 } from '@documenso/lib/types/document-auth';
-import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { nanoid } from '@documenso/lib/universal/id';
 import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
@@ -60,12 +62,18 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
+import { useCurrentTeam } from '~/providers/team';
+
 const ZEnvelopeRecipientsForm = z.object({
   signers: z.array(
     z.object({
       formId: z.string().min(1),
       id: z.number().optional(),
-      email: ZRecipientEmailSchema,
+      email: z
+        .string()
+        .email({ message: msg`Invalid email`.id })
+        .min(1),
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),
@@ -82,14 +90,36 @@ export const EnvelopeEditorRecipientForm = () => {
   const { envelope, setRecipientsDebounced, updateEnvelope } = useCurrentEnvelopeEditor();
 
   const organisation = useCurrentOrganisation();
+  const team = useCurrentTeam();
 
   const { t } = useLingui();
   const { toast } = useToast();
   const { remaining } = useLimits();
   const { user } = useSession();
 
+  const [searchParams, setSearchParams] = useSearchParams();
   const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
 
+  // AI recipient detection dialog state
+  const [isAiDialogOpen, setIsAiDialogOpen] = useState(() => searchParams.get('ai') === 'true');
+
+  const onAiDialogOpenChange = (open: boolean) => {
+    setIsAiDialogOpen(open);
+
+    if (!open && searchParams.get('ai') === 'true') {
+      setSearchParams(
+        (prev) => {
+          const newParams = new URLSearchParams(prev);
+
+          newParams.delete('ai');
+
+          return newParams;
+        },
+        { replace: true },
+      );
+    }
+  };
+
   const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
 
   const initialId = useId();
@@ -198,13 +228,12 @@ export const EnvelopeEditorRecipientForm = () => {
     keyName: 'nativeId',
   });
 
-  const emptySignerIndex = watchedSigners.findIndex(
+  const emptySigners = useCallback(
-    (signer) =>
+    () => form.getValues('signers').filter((signer) => signer.email === ''),
-      !signer.name &&
+    [form],
-      !signer.email &&
-      envelope.fields.filter((field) => field.recipientId === signer.id).length === 0,
   );
 
+  const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
   const isUserAlreadyARecipient = watchedSigners.some(
     (signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
   );
@@ -242,6 +271,71 @@ export const EnvelopeEditorRecipientForm = () => {
     });
   };
 
+  const onAiDetectionComplete = (detectedRecipients: TDetectedRecipientSchema[]) => {
+    const currentSigners = form.getValues('signers');
+
+    let nextSigningOrder =
+      currentSigners.length > 0
+        ? Math.max(...currentSigners.map((s) => s.signingOrder ?? 0)) + 1
+        : 1;
+
+    // If the only signer is the default empty signer lets just replace it with the detected recipients
+    if (currentSigners.length === 1 && !currentSigners[0].name && !currentSigners[0].email) {
+      form.setValue(
+        'signers',
+        detectedRecipients.map((recipient, index) => ({
+          formId: nanoid(12),
+          name: recipient.name,
+          email: recipient.email,
+          role: recipient.role,
+          actionAuth: [],
+          signingOrder: index + 1,
+        })),
+        {
+          shouldValidate: true,
+          shouldDirty: true,
+        },
+      );
+
+      return;
+    }
+
+    for (const recipient of detectedRecipients) {
+      const emailExists = currentSigners.some(
+        (s) => s.email.toLowerCase() === recipient.email.toLowerCase(),
+      );
+
+      const nameExists = currentSigners.some(
+        (s) => s.name.toLowerCase() === recipient.name.toLowerCase(),
+      );
+
+      if ((emailExists && recipient.email) || (nameExists && recipient.name)) {
+        continue;
+      }
+
+      currentSigners.push({
+        formId: nanoid(12),
+        name: recipient.name,
+        email: recipient.email,
+        role: recipient.role,
+        actionAuth: [],
+        signingOrder: nextSigningOrder,
+      });
+
+      nextSigningOrder += 1;
+    }
+
+    form.setValue('signers', normalizeSigningOrders(currentSigners), {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+
+    toast({
+      title: t`Recipients added`,
+      description: t`${detectedRecipients.length} recipient(s) have been added from AI detection.`,
+    });
+  };
+
   const onRemoveSigner = (index: number) => {
     const signer = signers[index];
 
@@ -304,8 +398,14 @@ export const EnvelopeEditorRecipientForm = () => {
     index: number,
     suggestion: RecipientAutoCompleteOption,
   ) => {
-    setValue(`signers.${index}.email`, suggestion.email);
+    setValue(`signers.${index}.email`, suggestion.email, {
-    setValue(`signers.${index}.name`, suggestion.name || '');
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+    setValue(`signers.${index}.name`, suggestion.name || '', {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
   };
 
   const onDragEnd = useCallback(
@@ -458,7 +558,21 @@ export const EnvelopeEditorRecipientForm = () => {
       return;
     }
 
-    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse(formValues);
+    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;
@@ -527,6 +641,26 @@ export const EnvelopeEditorRecipientForm = () => {
         </div>
 
         <div className="flex flex-row items-center space-x-2">
+          {team.preferences.aiFeaturesEnabled && (
+            <Tooltip>
+              <TooltipTrigger asChild>
+                <Button
+                  variant="outline"
+                  type="button"
+                  size="sm"
+                  disabled={isSubmitting}
+                  onClick={() => setIsAiDialogOpen(true)}
+                >
+                  <SparklesIcon className="h-4 w-4" />
+                </Button>
+              </TooltipTrigger>
+
+              <TooltipContent>
+                <Trans>Detect recipients with AI</Trans>
+              </TooltipContent>
+            </Tooltip>
+          )}
+
           <Button
             variant="outline"
             className="flex flex-row items-center"
@@ -602,7 +736,9 @@ export const EnvelopeEditorRecipientForm = () => {
                             });
                           }
                         }}
-                        disabled={isSubmitting || hasDocumentBeenSent}
+                        disabled={
+                          isSubmitting || hasDocumentBeenSent || emptySigners().length !== 0
+                        }
                       />
                     </FormControl>
 
@@ -698,7 +834,7 @@ export const EnvelopeEditorRecipientForm = () => {
                   >
                     {signers.map((signer, index) => (
                       <Draggable
-                        key={`${signer.id}-${signer.signingOrder}`}
+                        key={`${signer.nativeId}-${signer.signingOrder}`}
                         draggableId={signer['nativeId']}
                         index={index}
                         isDragDisabled={
@@ -788,7 +924,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                       })}
                                     >
                                       {!showAdvancedSettings && index === 0 && (
-                                        <FormLabel>
+                                        <FormLabel required>
                                           <Trans>Email</Trans>
                                         </FormLabel>
                                       )}
@@ -974,6 +1110,14 @@ export const EnvelopeEditorRecipientForm = () => {
           onOpenChange={setShowSigningOrderConfirmation}
           onConfirm={handleSigningOrderDisable}
         />
+
+        <AiRecipientDetectionDialog
+          open={isAiDialogOpen}
+          onOpenChange={onAiDialogOpenChange}
+          onComplete={onAiDetectionComplete}
+          envelopeId={envelope.id}
+          teamId={envelope.teamId}
+        />
       </CardContent>
     </Card>
   );

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

@@ -2,7 +2,7 @@ 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 { msg, plural } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { DocumentStatus } from '@prisma/client';
 import { FileWarningIcon, GripVerticalIcon, Loader2 } from 'lucide-react';
@@ -226,7 +226,12 @@ export const EnvelopeEditorUploadPage = () => {
     }
 
     if (maximumEnvelopeItemCount <= localFiles.length) {
-      return msg`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`;
+      return msg({
+        message: plural(maximumEnvelopeItemCount, {
+          one: `You cannot upload more than # item per envelope.`,
+          other: `You cannot upload more than # items per envelope.`,
+        }),
+      });
     }
 
     return null;
@@ -240,7 +245,10 @@ export const EnvelopeEditorUploadPage = () => {
 
     if (maxItemsReached) {
       toast({
-        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        title: plural(maximumEnvelopeItemCount, {
+          one: `You cannot upload more than # item per envelope.`,
+          other: `You cannot upload more than # items per envelope.`,
+        }),
         duration: 5000,
         variant: 'destructive',
       });

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

@@ -41,11 +41,6 @@ export const EnvelopeRecipientSelector = ({
 }: EnvelopeRecipientSelectorProps) => {
   const [showRecipientsSelector, setShowRecipientsSelector] = useState(false);
 
-  const getRecipientLabel = useCallback(
-    (recipient: Recipient) => extractRecipientLabel(recipient, recipients),
-    [recipients],
-  );
-
   return (
     <Popover open={showRecipientsSelector} onOpenChange={setShowRecipientsSelector}>
       <PopoverTrigger asChild>
@@ -54,7 +49,7 @@ export const EnvelopeRecipientSelector = ({
           variant="outline"
           role="combobox"
           className={cn(
-            'justify-between bg-background font-normal text-muted-foreground hover:text-foreground',
+            'bg-background text-muted-foreground hover:text-foreground justify-between font-normal',
             getRecipientColorStyles(
               Math.max(
                 recipients.findIndex((r) => r.id === selectedRecipient?.id),
@@ -64,12 +59,16 @@ export const EnvelopeRecipientSelector = ({
             className,
           )}
         >
-          {selectedRecipient && (
+          {selectedRecipient?.email && (
             <span className="flex-1 truncate text-left">
-              {getRecipientLabel(selectedRecipient)}
+              {selectedRecipient?.name} ({selectedRecipient?.email})
             </span>
           )}
 
+          {!selectedRecipient?.email && (
+            <span className="flex-1 truncate text-left">{selectedRecipient?.email}</span>
+          )}
+
           <ChevronsUpDown className="ml-2 h-4 w-4" />
         </Button>
       </PopoverTrigger>
@@ -155,11 +154,6 @@ export const EnvelopeRecipientSelectorCommand = ({
     [fields, recipients],
   );
 
-  const getRecipientLabel = useCallback(
-    (recipient: Recipient) => extractRecipientLabel(recipient, recipients),
-    [recipients],
-  );
-
   return (
     <Command
       value={selectedRecipient ? selectedRecipient.id.toString() : undefined}
@@ -168,21 +162,21 @@ export const EnvelopeRecipientSelectorCommand = ({
       <CommandInput placeholder={placeholder} />
 
       <CommandEmpty>
-        <span className="inline-block px-4 text-muted-foreground">
+        <span className="text-muted-foreground inline-block px-4">
           <Trans>No recipient matching this description was found.</Trans>
         </span>
       </CommandEmpty>
 
       {recipientsByRoleToDisplay().map(([role, roleRecipients], roleIndex) => (
         <CommandGroup key={roleIndex}>
-          <div className="mb-1 ml-2 mt-2 text-xs font-medium text-muted-foreground">
+          <div className="text-muted-foreground mb-1 ml-2 mt-2 text-xs font-medium">
             {t(RECIPIENT_ROLES_DESCRIPTION[role].roleNamePlural)}
           </div>
 
           {roleRecipients.length === 0 && (
             <div
               key={`${role}-empty`}
-              className="px-4 pb-4 pt-2.5 text-center text-xs text-muted-foreground/80"
+              className="text-muted-foreground/80 px-4 pb-4 pt-2.5 text-center text-xs"
             >
               <Trans>No recipients with this role</Trans>
             </div>
@@ -211,12 +205,18 @@ export const EnvelopeRecipientSelectorCommand = ({
               }}
             >
               <span
-                className={cn('truncate text-foreground/70', {
+                className={cn('text-foreground/70 truncate', {
                   'text-foreground/80': recipient.id === selectedRecipient?.id,
                   'opacity-50': isRecipientDisabled(recipient.id),
                 })}
               >
-                {getRecipientLabel(recipient)}
+                {recipient.name && (
+                  <span title={`${recipient.name} (${recipient.email})`}>
+                    {recipient.name} ({recipient.email})
+                  </span>
+                )}
+
+                {!recipient.name && <span title={recipient.email}>{recipient.email}</span>}
               </span>
 
               <div className="ml-auto flex items-center justify-center">
@@ -234,7 +234,7 @@ export const EnvelopeRecipientSelectorCommand = ({
                       <Info className="z-50 ml-2 h-4 w-4" />
                     </TooltipTrigger>
 
-                    <TooltipContent className="max-w-xs text-muted-foreground">
+                    <TooltipContent className="text-muted-foreground max-w-xs">
                       <Trans>
                         This document has already been sent to this recipient. You can no longer
                         edit this recipient.
@@ -250,22 +250,3 @@ export const EnvelopeRecipientSelectorCommand = ({
     </Command>
   );
 };
-
-const extractRecipientLabel = (recipient: Recipient, recipients: Recipient[]) => {
-  if (recipient.name && recipient.email) {
-    return `${recipient.name} (${recipient.email})`;
-  }
-
-  if (recipient.name) {
-    return recipient.name;
-  }
-
-  if (recipient.email) {
-    return recipient.email;
-  }
-
-  // Since objects are basically pointers we can use `indexOf` rather than `findIndex`
-  const index = recipients.indexOf(recipient);
-
-  return `Recipient ${index + 1}`;
-};

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

@@ -80,14 +80,12 @@ export const EnvelopeSignerCompleteDialog = () => {
   const handleOnCompleteClick = async (
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
-    recipientDetails?: { name: string; email: string },
   ) => {
     try {
       await completeDocument({
         token: recipient.token,
         documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
         accessAuthOptions,
-        recipientOverride: recipientDetails,
         ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
       });
 
@@ -207,18 +205,9 @@ export const EnvelopeSignerCompleteDialog = () => {
     }
   };
 
-  const recipientPayload = useMemo(() => {
+  const directTemplatePayload = useMemo(() => {
     if (!isDirectTemplate) {
-      return {
+      return;
-        name:
-          recipient.name ||
-          recipient.fields.find((field) => field.type === FieldType.NAME)?.customText ||
-          '',
-        email:
-          recipient.email ||
-          recipient.fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
-          '',
-      };
     }
 
     return {
@@ -230,7 +219,7 @@ export const EnvelopeSignerCompleteDialog = () => {
   return (
     <DocumentSigningCompleteDialog
       isSubmitting={isPending}
-      recipientPayload={recipientPayload}
+      directTemplatePayload={directTemplatePayload}
       onSignatureComplete={
         isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick
       }

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

@@ -1,5 +1,6 @@
 import { type ReactNode, useState } from 'react';
 
+import { plural } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import { EnvelopeType } from '@prisma/client';
@@ -115,7 +116,9 @@ export const EnvelopeDropZoneWrapper = ({
           ? formatDocumentsPath(team.url)
           : formatTemplatesPath(team.url);
 
-      await navigate(`${pathPrefix}/${id}/edit`);
+      const aiQueryParam = team.preferences.aiFeaturesEnabled ? '?ai=true' : '';
+
+      await navigate(`${pathPrefix}/${id}/edit${aiQueryParam}`);
     } catch (err) {
       const error = AppError.parseError(err);
 
@@ -153,7 +156,10 @@ export const EnvelopeDropZoneWrapper = ({
 
     if (maxItemsReached) {
       toast({
-        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        title: plural(maximumEnvelopeItemCount, {
+          one: `You cannot upload more than # item per envelope.`,
+          other: `You cannot upload more than # items per envelope.`,
+        }),
         duration: 5000,
         variant: 'destructive',
       });
@@ -220,9 +226,9 @@ export const EnvelopeDropZoneWrapper = ({
       {children}
 
       {isDragActive && (
-        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
+        <div className="fixed left-0 top-0 z-[9999] h-full w-full bg-muted/60 backdrop-blur-[4px]">
           <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
-            <h2 className="text-foreground text-2xl font-semibold">
+            <h2 className="text-2xl font-semibold text-foreground">
               {type === EnvelopeType.DOCUMENT ? (
                 <Trans>Upload Document</Trans>
               ) : (
@@ -230,7 +236,7 @@ export const EnvelopeDropZoneWrapper = ({
               )}
             </h2>
 
-            <p className="text-muted-foreground text-md mt-4">
+            <p className="text-md mt-4 text-muted-foreground">
               <Trans>Drag and drop your PDF file here</Trans>
             </p>
 
@@ -247,7 +253,7 @@ export const EnvelopeDropZoneWrapper = ({
               team?.id === undefined &&
               remaining.documents > 0 &&
               Number.isFinite(remaining.documents) && (
-                <p className="text-muted-foreground/80 mt-4 text-sm">
+                <p className="mt-4 text-sm text-muted-foreground/80">
                   <Trans>
                     {remaining.documents} of {quota.documents} documents remaining this month.
                   </Trans>
@@ -258,10 +264,10 @@ export const EnvelopeDropZoneWrapper = ({
       )}
 
       {isLoading && (
-        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
+        <div className="absolute inset-0 z-50 bg-muted/30 backdrop-blur-[2px]">
           <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
-            <Loader className="text-primary h-12 w-12 animate-spin" />
+            <Loader className="h-12 w-12 animate-spin text-primary" />
-            <p className="text-foreground mt-8 font-medium">
+            <p className="mt-8 font-medium text-foreground">
               <Trans>Uploading</Trans>
             </p>
           </div>

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

@@ -1,6 +1,6 @@
 import { useMemo, useState } from 'react';
 
-import { msg } from '@lingui/core/macro';
+import { msg, plural } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import { EnvelopeType } from '@prisma/client';
@@ -108,7 +108,9 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
           ? formatDocumentsPath(team.url)
           : formatTemplatesPath(team.url);
 
-      await navigate(`${pathPrefix}/${id}/edit`);
+      const aiQueryParam = team.preferences.aiFeaturesEnabled ? '?ai=true' : '';
+
+      await navigate(`${pathPrefix}/${id}/edit${aiQueryParam}`);
 
       toast({
         title: type === EnvelopeType.DOCUMENT ? t`Document uploaded` : t`Template uploaded`,
@@ -153,7 +155,10 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
 
     if (maxItemsReached) {
       toast({
-        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        title: plural(maximumEnvelopeItemCount, {
+          one: `You cannot upload more than # item per envelope.`,
+          other: `You cannot upload more than # items per envelope.`,
+        }),
         duration: 5000,
         variant: 'destructive',
       });

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

@@ -1,8 +1,10 @@
 import { useLingui } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
+import { useLoaderData } from 'react-router';
 
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
 import { DocumentSignatureType } from '@documenso/lib/constants/document';
 import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
@@ -19,9 +21,16 @@ export function meta() {
   return appMetaTags('Document Preferences');
 }
 
-export default function OrganisationSettingsDocumentPage() {
+export const loader = () => {
-  const { organisations } = useSession();
+  return {
+    isAiFeaturesConfigured: IS_AI_FEATURES_CONFIGURED(),
+  };
+};
 
+export default function OrganisationSettingsDocumentPage() {
+  const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
+
+  const { organisations } = useSession();
   const organisation = useCurrentOrganisation();
 
   const { t } = useLingui();
@@ -48,6 +57,7 @@ export default function OrganisationSettingsDocumentPage() {
         includeSigningCertificate,
         includeAuditLog,
         signatureTypes,
+        aiFeaturesEnabled,
       } = data;
 
       if (
@@ -56,7 +66,8 @@ export default function OrganisationSettingsDocumentPage() {
         documentDateFormat === null ||
         includeSenderDetails === null ||
         includeSigningCertificate === null ||
-        includeAuditLog === null
+        includeAuditLog === null ||
+        aiFeaturesEnabled === null
       ) {
         throw new Error('Should not be possible.');
       }
@@ -74,6 +85,7 @@ export default function OrganisationSettingsDocumentPage() {
           typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
           uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
           drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
+          aiFeaturesEnabled,
         },
       });
 
@@ -93,7 +105,7 @@ export default function OrganisationSettingsDocumentPage() {
   if (isLoadingOrganisation || !organisationWithSettings) {
     return (
       <div className="flex items-center justify-center rounded-lg py-32">
-        <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
+        <Loader className="h-6 w-6 animate-spin text-muted-foreground" />
       </div>
     );
   }
@@ -110,6 +122,7 @@ export default function OrganisationSettingsDocumentPage() {
       <section>
         <DocumentPreferencesForm
           canInherit={false}
+          isAiFeaturesConfigured={isAiFeaturesConfigured}
           settings={organisationWithSettings.organisationGlobalSettings}
           onFormSubmit={onDocumentPreferencesFormSubmit}
         />

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

@@ -1,6 +1,8 @@
 import { useLingui } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
+import { useLoaderData } from 'react-router';
 
+import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
 import { DocumentSignatureType } from '@documenso/lib/constants/document';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -17,7 +19,17 @@ export function meta() {
   return appMetaTags('Document Preferences');
 }
 
+export const loader = () => {
+  return {
+    isAiFeaturesConfigured: IS_AI_FEATURES_CONFIGURED(),
+  };
+};
+
 export default function TeamsSettingsPage() {
+  const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
+
+  console.log('isAiFeaturesConfigured', isAiFeaturesConfigured);
+
   const team = useCurrentTeam();
 
   const { t } = useLingui();
@@ -40,6 +52,7 @@ export default function TeamsSettingsPage() {
         includeSigningCertificate,
         includeAuditLog,
         signatureTypes,
+        aiFeaturesEnabled,
       } = data;
 
       await updateTeamSettings({
@@ -52,6 +65,7 @@ export default function TeamsSettingsPage() {
           includeSenderDetails,
           includeSigningCertificate,
           includeAuditLog,
+          aiFeaturesEnabled,
           ...(signatureTypes.length === 0
             ? {
                 typedSignatureEnabled: null,
@@ -82,7 +96,7 @@ export default function TeamsSettingsPage() {
   if (isLoadingTeam || !teamWithSettings) {
     return (
       <div className="flex items-center justify-center rounded-lg py-32">
-        <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
+        <Loader className="h-6 w-6 animate-spin text-muted-foreground" />
       </div>
     );
   }
@@ -97,6 +111,7 @@ export default function TeamsSettingsPage() {
       <section>
         <DocumentPreferencesForm
           canInherit={true}
+          isAiFeaturesConfigured={isAiFeaturesConfigured}
           settings={teamWithSettings.teamSettings}
           onFormSubmit={onDocumentPreferencesSubmit}
         />

apps/remix/app/routes/_unauthenticated+/organisation.sso.confirmation.$token.tsx

@@ -1,6 +1,7 @@
 import { useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { AlertTriangle, Building2, Database, Eye, Settings, UserCircle2 } from 'lucide-react';
 import { data, isRouteErrorResponse } from 'react-router';
@@ -125,6 +126,7 @@ export async function loader({ params }: Route.LoaderArgs) {
 export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Route.ComponentProps) {
   const { token, type, user, organisation } = loaderData;
 
+  const { _ } = useLingui();
   const { toast } = useToast();
   const navigate = useNavigate();
 
@@ -136,12 +138,12 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
         await navigate('/');
 
         toast({
-          title: 'Account link declined',
+          title: _(msg`Account link declined`),
         });
       },
       onError: (error) => {
         toast({
-          title: 'Error declining account link',
+          title: _(msg`Error declining account link`),
           description: error.message,
         });
       },
@@ -153,12 +155,12 @@ export default function OrganisationSsoConfirmationTokenPage({ loaderData }: Rou
         await navigate(formatOrganisationLoginPath(organisation.url));
 
         toast({
-          title: 'Account linked successfully',
+          title: _(msg`Account linked successfully`),
         });
       },
       onError: (error) => {
         toast({
-          title: 'Error linking account',
+          title: _(msg`Error linking account`),
           description: error.message,
         });
       },

apps/remix/package.json

@@ -108,5 +108,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.1.0"
+  "version": "2.2.2"
 }

apps/remix/server/api/ai/detect-fields.client.ts

@@ -0,0 +1,161 @@
+import { z } from 'zod';
+
+import {
+  type TDetectFieldsRequest,
+  ZNormalizedFieldWithContextSchema,
+} from './detect-fields.types';
+
+export type { TDetectFieldsRequest };
+
+// Stream event schemas
+const ZProgressEventSchema = z.object({
+  type: z.literal('progress'),
+  pagesProcessed: z.number(),
+  totalPages: z.number(),
+  fieldsDetected: z.number(),
+});
+
+const ZKeepaliveEventSchema = z.object({
+  type: z.literal('keepalive'),
+});
+
+const ZErrorEventSchema = z.object({
+  type: z.literal('error'),
+  message: z.string(),
+});
+
+const ZCompleteEventSchema = z.object({
+  type: z.literal('complete'),
+  fields: z.array(ZNormalizedFieldWithContextSchema),
+});
+
+const ZStreamEventSchema = z.discriminatedUnion('type', [
+  ZProgressEventSchema,
+  ZKeepaliveEventSchema,
+  ZErrorEventSchema,
+  ZCompleteEventSchema,
+]);
+
+export type DetectFieldsProgressEvent = z.infer<typeof ZProgressEventSchema>;
+export type DetectFieldsCompleteEvent = z.infer<typeof ZCompleteEventSchema>;
+export type DetectFieldsStreamEvent = z.infer<typeof ZStreamEventSchema>;
+
+const ZApiErrorResponseSchema = z.object({
+  error: z.string(),
+});
+
+export class AiApiError extends Error {
+  constructor(
+    message: string,
+    public status: number,
+  ) {
+    super(message);
+    this.name = 'AiApiError';
+  }
+}
+
+export type DetectFieldsOptions = {
+  request: TDetectFieldsRequest;
+  onProgress?: (event: DetectFieldsProgressEvent) => void;
+  onComplete: (event: DetectFieldsCompleteEvent) => void;
+  onError: (error: AiApiError) => void;
+  signal?: AbortSignal;
+};
+
+/**
+ * Detect fields from an envelope using AI with streaming support.
+ */
+export const detectFields = async ({
+  request,
+  onProgress,
+  onComplete,
+  onError,
+  signal,
+}: DetectFieldsOptions): Promise<void> => {
+  const response = await fetch('/api/ai/detect-fields', {
+    method: 'POST',
+    headers: {
+      'Content-Type': 'application/json',
+    },
+    body: JSON.stringify(request),
+    signal,
+  });
+
+  // Handle non-streaming error responses (auth failures, etc.)
+  if (!response.ok) {
+    const text = await response.text();
+
+    try {
+      const parsed = ZApiErrorResponseSchema.parse(JSON.parse(text));
+
+      throw new AiApiError(parsed.error, response.status);
+    } catch (e) {
+      if (e instanceof AiApiError) {
+        throw e;
+      }
+
+      throw new AiApiError('Failed to detect fields', response.status);
+    }
+  }
+
+  // Handle streaming response
+  const reader = response.body?.getReader();
+
+  if (!reader) {
+    throw new AiApiError('No response body', 500);
+  }
+
+  const decoder = new TextDecoder();
+  let buffer = '';
+
+  try {
+    let done = false;
+
+    while (!done) {
+      const result = await reader.read();
+      done = result.done;
+
+      if (done) {
+        break;
+      }
+
+      const value = result.value;
+
+      buffer += decoder.decode(value, { stream: true });
+
+      // Process complete lines
+      const lines = buffer.split('\n');
+      buffer = lines.pop() || ''; // Keep incomplete line in buffer
+
+      for (const line of lines) {
+        if (!line.trim()) {
+          continue;
+        }
+
+        try {
+          const event = ZStreamEventSchema.parse(JSON.parse(line));
+
+          switch (event.type) {
+            case 'progress':
+              onProgress?.(event);
+              break;
+            case 'keepalive':
+              // Ignore keepalive, it's just to prevent timeout
+              break;
+            case 'error':
+              onError(new AiApiError(event.message, 500));
+              return;
+            case 'complete':
+              onComplete(event);
+              return;
+          }
+        } catch {
+          // Ignore malformed lines
+          console.warn('Failed to parse stream event:', line);
+        }
+      }
+    }
+  } finally {
+    reader.releaseLock();
+  }
+};

apps/remix/server/api/ai/detect-fields.ts

@@ -0,0 +1,154 @@
+import { sValidator } from '@hono/standard-validator';
+import { Hono } from 'hono';
+import { streamText } from 'hono/streaming';
+
+import { getSession } from '@documenso/auth/server/lib/utils/get-session';
+import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { detectFieldsFromEnvelope } from '@documenso/lib/server-only/ai/envelope/detect-fields';
+import { getTeamById } from '@documenso/lib/server-only/team/get-team';
+
+import type { HonoEnv } from '../../router';
+import { ZDetectFieldsRequestSchema } from './detect-fields.types';
+
+const KEEPALIVE_INTERVAL_MS = 5000;
+
+export const detectFieldsRoute = new Hono<HonoEnv>().post(
+  '/',
+  sValidator('json', ZDetectFieldsRequestSchema),
+  async (c) => {
+    const logger = c.get('logger');
+
+    try {
+      const { envelopeId, teamId, context } = c.req.valid('json');
+
+      const session = await getSession(c);
+
+      if (!session.user) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'You must be logged in to detect fields',
+        });
+      }
+
+      // Verify user has access to the team (abort early)
+      const team = await getTeamById({
+        userId: session.user.id,
+        teamId,
+      }).catch(() => null);
+
+      if (!team) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'You do not have access to this team',
+        });
+      }
+
+      // Check if AI features are enabled for the team
+      const { aiFeaturesEnabled } = team.derivedSettings;
+
+      if (!aiFeaturesEnabled) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'AI features are not enabled for this team',
+        });
+      }
+
+      if (!IS_AI_FEATURES_CONFIGURED()) {
+        throw new AppError(AppErrorCode.INVALID_REQUEST, {
+          message: 'AI features are not configured. Please contact support to enable AI features.',
+        });
+      }
+
+      logger.info({
+        event: 'ai.detect-fields.start',
+        envelopeId,
+        userId: session.user.id,
+        teamId: team.id,
+        hasContext: !!context,
+      });
+
+      // Return streaming response with NDJSON
+      return streamText(c, async (stream) => {
+        // Start keepalive to prevent connection timeout
+        let interval: NodeJS.Timeout | null = setInterval(() => {
+          void stream.writeln(JSON.stringify({ type: 'keepalive' }));
+        }, KEEPALIVE_INTERVAL_MS);
+
+        try {
+          const allFields = await detectFieldsFromEnvelope({
+            context,
+            envelopeId,
+            userId: session.user.id,
+            teamId: team.id,
+            onProgress: (progress) => {
+              void stream.writeln(
+                JSON.stringify({
+                  type: 'progress',
+                  pagesProcessed: progress.pagesProcessed,
+                  totalPages: progress.totalPages,
+                  fieldsDetected: progress.fieldsDetected,
+                }),
+              );
+            },
+          });
+
+          // Clear keepalive before sending final response
+          if (interval) {
+            clearInterval(interval);
+            interval = null;
+          }
+
+          logger.info({
+            event: 'ai.detect-fields.complete',
+            envelopeId,
+            userId: session.user.id,
+            teamId: team.id,
+            fieldCount: allFields.length,
+          });
+
+          await stream.writeln(
+            JSON.stringify({
+              type: 'complete',
+              fields: allFields,
+            }),
+          );
+        } catch (error) {
+          // Clear keepalive on error
+          if (interval) {
+            clearInterval(interval);
+          }
+
+          // The logger below it stringifies the error, using `console.error`
+          // to attempt to get a stack trace
+          console.error(error);
+
+          logger.error({
+            event: 'ai.detect-fields.error',
+            error,
+          });
+
+          const message = error instanceof AppError ? error.message : 'Failed to detect fields';
+
+          await stream.writeln(
+            JSON.stringify({
+              type: 'error',
+              message,
+            }),
+          );
+        }
+      });
+    } catch (error) {
+      // Handle errors that occur before streaming starts
+      logger.error({
+        event: 'ai.detect-fields.error',
+        error,
+      });
+
+      if (error instanceof AppError) {
+        const { status, body } = AppError.toRestAPIError(error);
+
+        return c.json(body, status);
+      }
+
+      return c.json({ error: 'Failed to detect fields' }, 500);
+    }
+  },
+);

apps/remix/server/api/ai/detect-fields.types.ts

@@ -0,0 +1,54 @@
+import { z } from 'zod';
+
+import {
+  ZConfidenceLevel,
+  ZDetectableFieldType,
+} from '@documenso/lib/server-only/ai/envelope/detect-fields/schema';
+
+export const ZDetectFieldsRequestSchema = z.object({
+  envelopeId: z.string().min(1).describe('The ID of the envelope to detect fields from.'),
+  teamId: z.number().describe('The ID of the team the envelope belongs to.'),
+  context: z
+    .string()
+    .optional()
+    .describe(
+      'Optional context about recipients to help map fields (e.g., "David is the Employee, Lucas is the Manager").',
+    ),
+});
+
+export type TDetectFieldsRequest = z.infer<typeof ZDetectFieldsRequestSchema>;
+
+// Schema for fields returned from streaming API (before recipient resolution)
+export const ZNormalizedFieldWithPageSchema = z.object({
+  type: ZDetectableFieldType,
+  recipientKey: z.string(),
+  positionX: z.number(),
+  positionY: z.number(),
+  width: z.number(),
+  height: z.number(),
+  confidence: ZConfidenceLevel,
+  pageNumber: z.number(),
+});
+
+export type TNormalizedFieldWithPage = z.infer<typeof ZNormalizedFieldWithPageSchema>;
+
+// Schema for fields after recipient resolution
+export const ZNormalizedFieldWithContextSchema = z.object({
+  type: ZDetectableFieldType,
+  positionX: z.number(),
+  positionY: z.number(),
+  width: z.number(),
+  height: z.number(),
+  confidence: ZConfidenceLevel,
+  pageNumber: z.number(),
+  recipientId: z.number(),
+  envelopeItemId: z.string(),
+});
+
+export type TNormalizedFieldWithContext = z.infer<typeof ZNormalizedFieldWithContextSchema>;
+
+export const ZDetectFieldsResponseSchema = z.object({
+  fields: z.array(ZNormalizedFieldWithContextSchema),
+});
+
+export type TDetectFieldsResponse = z.infer<typeof ZDetectFieldsResponseSchema>;

apps/remix/server/api/ai/detect-recipients.client.ts

@@ -0,0 +1,160 @@
+import { z } from 'zod';
+
+import { ZDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
+
+import { type TDetectRecipientsRequest } from './detect-recipients.types';
+
+export type { TDetectRecipientsRequest };
+
+// Stream event schemas
+const ZProgressEventSchema = z.object({
+  type: z.literal('progress'),
+  pagesProcessed: z.number(),
+  totalPages: z.number(),
+  recipientsDetected: z.number(),
+});
+
+const ZKeepaliveEventSchema = z.object({
+  type: z.literal('keepalive'),
+});
+
+const ZErrorEventSchema = z.object({
+  type: z.literal('error'),
+  message: z.string(),
+});
+
+const ZCompleteEventSchema = z.object({
+  type: z.literal('complete'),
+  recipients: z.array(ZDetectedRecipientSchema),
+});
+
+const ZStreamEventSchema = z.discriminatedUnion('type', [
+  ZProgressEventSchema,
+  ZKeepaliveEventSchema,
+  ZErrorEventSchema,
+  ZCompleteEventSchema,
+]);
+
+export type DetectRecipientsProgressEvent = z.infer<typeof ZProgressEventSchema>;
+export type DetectRecipientsCompleteEvent = z.infer<typeof ZCompleteEventSchema>;
+export type DetectRecipientsStreamEvent = z.infer<typeof ZStreamEventSchema>;
+
+const ZApiErrorResponseSchema = z.object({
+  error: z.string(),
+});
+
+export class AiApiError extends Error {
+  constructor(
+    message: string,
+    public status: number,
+  ) {
+    super(message);
+    this.name = 'AiApiError';
+  }
+}
+
+export type DetectRecipientsOptions = {
+  request: TDetectRecipientsRequest;
+  onProgress?: (event: DetectRecipientsProgressEvent) => void;
+  onComplete: (event: DetectRecipientsCompleteEvent) => void;
+  onError: (error: AiApiError) => void;
+  signal?: AbortSignal;
+};
+
+/**
+ * Detect recipients from an envelope using AI with streaming support.
+ */
+export const detectRecipients = async ({
+  request,
+  onProgress,
+  onComplete,
+  onError,
+  signal,
+}: DetectRecipientsOptions): Promise<void> => {
+  const response = await fetch('/api/ai/detect-recipients', {
+    method: 'POST',
+    headers: {
+      'Content-Type': 'application/json',
+    },
+    body: JSON.stringify(request),
+    signal,
+  });
+
+  // Handle non-streaming error responses (auth failures, etc.)
+  if (!response.ok) {
+    const text = await response.text();
+
+    try {
+      const parsed = ZApiErrorResponseSchema.parse(JSON.parse(text));
+
+      throw new AiApiError(parsed.error, response.status);
+    } catch (e) {
+      if (e instanceof AiApiError) {
+        throw e;
+      }
+
+      throw new AiApiError('Failed to detect recipients', response.status);
+    }
+  }
+
+  // Handle streaming response
+  const reader = response.body?.getReader();
+
+  if (!reader) {
+    throw new AiApiError('No response body', 500);
+  }
+
+  const decoder = new TextDecoder();
+  let buffer = '';
+
+  try {
+    let done = false;
+
+    while (!done) {
+      const result = await reader.read();
+      done = result.done;
+
+      if (done) {
+        break;
+      }
+
+      const value = result.value;
+
+      buffer += decoder.decode(value, { stream: true });
+
+      // Process complete lines
+      const lines = buffer.split('\n');
+      buffer = lines.pop() || ''; // Keep incomplete line in buffer
+
+      for (const line of lines) {
+        if (!line.trim()) {
+          continue;
+        }
+
+        try {
+          const event = ZStreamEventSchema.parse(JSON.parse(line));
+
+          switch (event.type) {
+            case 'progress':
+              onProgress?.(event);
+              break;
+            case 'keepalive':
+              // Ignore keepalive, it's just to prevent timeout
+              break;
+            case 'error':
+              onError(new AiApiError(event.message, 500));
+              return;
+            case 'complete':
+              onComplete(event);
+              return;
+          }
+        } catch {
+          // Ignore malformed lines
+          console.warn('Failed to parse stream event:', line);
+        }
+      }
+    }
+  } finally {
+    reader.releaseLock();
+  }
+};

apps/remix/server/api/ai/detect-recipients.ts

@@ -0,0 +1,152 @@
+import { sValidator } from '@hono/standard-validator';
+import { Hono } from 'hono';
+import { streamText } from 'hono/streaming';
+
+import { getSession } from '@documenso/auth/server/lib/utils/get-session';
+import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { detectRecipientsFromEnvelope } from '@documenso/lib/server-only/ai/envelope/detect-recipients';
+import { getTeamById } from '@documenso/lib/server-only/team/get-team';
+
+import type { HonoEnv } from '../../router';
+import { ZDetectRecipientsRequestSchema } from './detect-recipients.types';
+
+const KEEPALIVE_INTERVAL_MS = 5000;
+
+export const detectRecipientsRoute = new Hono<HonoEnv>().post(
+  '/',
+  sValidator('json', ZDetectRecipientsRequestSchema),
+  async (c) => {
+    const logger = c.get('logger');
+
+    try {
+      const { envelopeId, teamId } = c.req.valid('json');
+
+      const session = await getSession(c);
+
+      if (!session.user) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'You must be logged in to detect recipients',
+        });
+      }
+
+      // Verify user has access to the team (abort early)
+      const team = await getTeamById({
+        userId: session.user.id,
+        teamId,
+      }).catch(() => null);
+
+      if (!team) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'You do not have access to this team',
+        });
+      }
+
+      // Check if AI features are enabled for the team
+      const { aiFeaturesEnabled } = team.derivedSettings;
+
+      if (!aiFeaturesEnabled) {
+        throw new AppError(AppErrorCode.UNAUTHORIZED, {
+          message: 'AI features are not enabled for this team',
+        });
+      }
+
+      if (!IS_AI_FEATURES_CONFIGURED()) {
+        throw new AppError(AppErrorCode.INVALID_REQUEST, {
+          message: 'AI features are not configured. Please contact support to enable AI features.',
+        });
+      }
+
+      logger.info({
+        event: 'ai.detect-recipients.start',
+        envelopeId,
+        userId: session.user.id,
+        teamId: team.id,
+      });
+
+      // Return streaming response with NDJSON
+      return streamText(c, async (stream) => {
+        // Start keepalive to prevent connection timeout
+        let interval: NodeJS.Timeout | null = setInterval(() => {
+          void stream.writeln(JSON.stringify({ type: 'keepalive' }));
+        }, KEEPALIVE_INTERVAL_MS);
+
+        try {
+          const recipients = await detectRecipientsFromEnvelope({
+            envelopeId,
+            userId: session.user.id,
+            teamId: team.id,
+            onProgress: (progress) => {
+              void stream.writeln(
+                JSON.stringify({
+                  type: 'progress',
+                  pagesProcessed: progress.pagesProcessed,
+                  totalPages: progress.totalPages,
+                  recipientsDetected: progress.recipientsDetected,
+                }),
+              );
+            },
+          });
+
+          // Clear keepalive before sending final response
+          if (interval) {
+            clearInterval(interval);
+            interval = null;
+          }
+
+          logger.info({
+            event: 'ai.detect-recipients.complete',
+            envelopeId,
+            userId: session.user.id,
+            teamId: team.id,
+            recipientCount: recipients.length,
+          });
+
+          await stream.writeln(
+            JSON.stringify({
+              type: 'complete',
+              recipients,
+            }),
+          );
+        } catch (error) {
+          // Clear keepalive on error
+          if (interval) {
+            clearInterval(interval);
+          }
+
+          // The logger below it stringifies the error, using `console.error`
+          // to attempt to get a stack trace
+          console.error(error);
+
+          logger.error({
+            event: 'ai.detect-recipients.error',
+            error,
+          });
+
+          const message = error instanceof AppError ? error.message : 'Failed to detect recipients';
+
+          await stream.writeln(
+            JSON.stringify({
+              type: 'error',
+              message,
+            }),
+          );
+        }
+      });
+    } catch (error) {
+      // Handle errors that occur before streaming starts
+      logger.error({
+        event: 'ai.detect-recipients.error',
+        error,
+      });
+
+      if (error instanceof AppError) {
+        const { status, body } = AppError.toRestAPIError(error);
+
+        return c.json(body, status);
+      }
+
+      return c.json({ error: 'Failed to detect recipients' }, 500);
+    }
+  },
+);

apps/remix/server/api/ai/detect-recipients.types.ts

@@ -0,0 +1,16 @@
+import { z } from 'zod';
+
+import { ZDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
+
+export const ZDetectRecipientsRequestSchema = z.object({
+  envelopeId: z.string().min(1).describe('The ID of the envelope to detect recipients from.'),
+  teamId: z.number().describe('The ID of the team the envelope belongs to.'),
+});
+
+export type TDetectRecipientsRequest = z.infer<typeof ZDetectRecipientsRequestSchema>;
+
+export const ZDetectRecipientsResponseSchema = z.object({
+  recipients: z.array(ZDetectedRecipientSchema),
+});
+
+export type TDetectRecipientsResponse = z.infer<typeof ZDetectRecipientsResponseSchema>;

apps/remix/server/api/ai/route.ts

@@ -0,0 +1,9 @@
+import { Hono } from 'hono';
+
+import type { HonoEnv } from '../../router';
+import { detectFieldsRoute } from './detect-fields';
+import { detectRecipientsRoute } from './detect-recipients';
+
+export const aiRoute = new Hono<HonoEnv>()
+  .route('/detect-recipients', detectRecipientsRoute)
+  .route('/detect-fields', detectFieldsRoute);

apps/remix/server/router.ts

@@ -12,9 +12,11 @@ import { API_V2_BETA_URL, API_V2_URL } from '@documenso/lib/constants/app';
 import { jobsClient } from '@documenso/lib/jobs/client';
 import { TelemetryClient } from '@documenso/lib/server-only/telemetry/telemetry-client';
 import { getIpAddress } from '@documenso/lib/universal/get-ip-address';
+import { env } from '@documenso/lib/utils/env';
 import { logger } from '@documenso/lib/utils/logger';
 import { openApiDocument } from '@documenso/trpc/server/open-api';
 
+import { aiRoute } from './api/ai/route';
 import { downloadRoute } from './api/download/download';
 import { filesRoute } from './api/files/files';
 import { type AppContext, appContext } from './context';
@@ -50,6 +52,21 @@ const rateLimitMiddleware = rateLimiter({
   },
 });
 
+const aiRateLimitMiddleware = rateLimiter({
+  windowMs: 60 * 1000, // 1 minute
+  limit: 3, // 3 requests per window
+  keyGenerator: (c) => {
+    try {
+      return getIpAddress(c.req.raw);
+    } catch (error) {
+      return 'unknown';
+    }
+  },
+  message: {
+    error: 'Too many requests, please try again later.',
+  },
+});
+
 /**
  * Attach session and context to requests.
  */
@@ -85,6 +102,10 @@ app.route('/api/auth', auth);
 // Files route.
 app.route('/api/files', filesRoute);
 
+// AI route.
+app.use('/api/ai/*', aiRateLimitMiddleware);
+app.route('/api/ai', aiRoute);
+
 // API servers.
 app.use(`/api/v1/*`, cors());
 app.route('/api/v1', tsRestHonoApp);
@@ -115,6 +136,8 @@ app.use(`${API_V2_BETA_URL}/*`, async (c) =>
 
 // Start telemetry client for anonymous usage tracking.
 // Can be disabled by setting DOCUMENSO_DISABLE_TELEMETRY=true
-void TelemetryClient.start();
+if (env('NODE_ENV') !== 'development') {
+  void TelemetryClient.start();
+}
 
 export default app;

apps/remix/vite.config.ts

@@ -51,6 +51,7 @@ export default defineConfig({
   ssr: {
     noExternal: ['react-dropzone', 'plausible-tracker'],
     external: [
+      '@napi-rs/canvas',
       '@node-rs/bcrypt',
       '@prisma/client',
       '@documenso/tailwind-config',
@@ -64,6 +65,7 @@ export default defineConfig({
     include: ['prop-types', 'file-selector', 'attr-accept'],
     exclude: [
       'node_modules',
+      '@napi-rs/canvas',
       '@node-rs/bcrypt',
       '@documenso/pdf-sign',
       'sharp',
@@ -94,6 +96,7 @@ export default defineConfig({
   build: {
     rollupOptions: {
       external: [
+        '@napi-rs/canvas',
         '@node-rs/bcrypt',
         '@documenso/pdf-sign',
         '@aws-sdk/cloudfront-signer',

docker/Dockerfile

@@ -70,6 +70,7 @@ COPY --from=builder /app/out/json/ .
 COPY --from=builder /app/out/package-lock.json ./package-lock.json
 
 COPY --from=builder /app/lingui.config.ts ./lingui.config.ts
+COPY --from=builder /app/patches ./patches
 
 RUN npm ci
 
@@ -108,6 +109,8 @@ WORKDIR /app
 COPY --from=builder --chown=nodejs:nodejs /app/out/json/ .
 # Copy the tailwind config files across
 COPY --from=builder --chown=nodejs:nodejs /app/out/full/packages/tailwind-config ./packages/tailwind-config
+# Copy the patches across
+COPY --from=builder --chown=nodejs:nodejs /app/patches ./patches
 
 RUN npm ci --only=production
 

package.json

@@ -5,8 +5,9 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.1.0",
+  "version": "2.2.2",
   "scripts": {
+    "postinstall": "patch-package",
     "build": "turbo run build",
     "dev": "turbo run dev --filter=@documenso/remix",
     "dev:remix": "turbo run dev --filter=@documenso/remix",
@@ -63,7 +64,7 @@
     "lint-staged": "^16.2.7",
     "nanoid": "^5.1.6",
     "nodemailer": "^7.0.10",
-    "pdfjs-dist": "5.4.296",
+    "pdfjs-dist": "5.4.449",
     "pino": "^9.14.0",
     "pino-pretty": "^13.1.2",
     "playwright": "1.56.1",
@@ -83,19 +84,22 @@
     "zod-prisma-types": "3.3.5"
   },
   "dependencies": {
+    "@ai-sdk/google-vertex": "3.0.81",
     "@documenso/pdf-sign": "^0.1.0",
     "@documenso/prisma": "*",
     "@lingui/conf": "^5.6.0",
     "@lingui/core": "^5.6.0",
+    "ai": "^5.0.104",
     "inngest-cli": "^1.13.7",
     "luxon": "^3.7.2",
+    "patch-package": "^8.0.1",
     "posthog-node": "4.18.0",
     "react": "^18",
     "typescript": "5.6.2",
     "zod": "^3.25.76"
   },
   "overrides": {
-    "pdfjs-dist": "5.4.296",
+    "pdfjs-dist": "5.4.449",
     "typescript": "5.6.2",
     "zod": "^3.25.76"
   }

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

@@ -6,7 +6,6 @@ import { pick } from 'remeda';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
-import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentDistributionMethod,
@@ -24,9 +23,7 @@ import type {
   TCreateEnvelopePayload,
   TCreateEnvelopeResponse,
 } from '@documenso/trpc/server/envelope-router/create-envelope.types';
-import type { TDistributeEnvelopeRequest } from '@documenso/trpc/server/envelope-router/distribute-envelope.types';
 import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
-import type { TUpdateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/update-envelope-recipients.types';
 import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
 import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
 
@@ -560,543 +557,4 @@ test.describe('API V2 Envelopes', () => {
       userEmail: userA.email,
     });
   });
-
-  test.describe('Empty recipient tests', () => {
-    test('Create template envelope with empty email recipient', async ({ request }) => {
-      const payload = {
-        type: EnvelopeType.TEMPLATE,
-        title: 'Template with Empty Email Recipient',
-      } satisfies TCreateEnvelopePayload;
-
-      const formData = new FormData();
-      formData.append('payload', JSON.stringify(payload));
-
-      const files = [
-        {
-          name: 'example.pdf',
-          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
-        },
-      ];
-
-      for (const file of files) {
-        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
-      }
-
-      const res = await request.post(`${baseUrl}/envelope/create`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        multipart: formData,
-      });
-
-      expect(res.ok()).toBeTruthy();
-      expect(res.status()).toBe(200);
-
-      const response = (await res.json()) as TCreateEnvelopeResponse;
-
-      // Create recipient with empty email
-      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
-        envelopeId: response.id,
-        data: [
-          {
-            email: '',
-            name: 'Test Recipient',
-            role: RecipientRole.SIGNER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-        ],
-      };
-
-      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createRecipientsRequest,
-      });
-
-      expect(createRecipientsRes.ok()).toBeTruthy();
-      expect(createRecipientsRes.status()).toBe(200);
-
-      const recipientsResponse = await createRecipientsRes.json();
-      const recipient = recipientsResponse.data[0];
-
-      expect(recipient.email).toBe('');
-      expect(recipient.name).toBe('Test Recipient');
-
-      // Get envelope items to assign fields
-      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-      });
-
-      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
-      const envelopeItem = envelope.envelopeItems[0];
-
-      // Create field for the recipient with empty email
-      const createFieldsRequest = {
-        envelopeId: response.id,
-        data: [
-          {
-            recipientId: recipient.id,
-            envelopeItemId: envelopeItem.id,
-            type: FieldType.SIGNATURE,
-            page: 1,
-            positionX: 100,
-            positionY: 100,
-            width: 50,
-            height: 50,
-          },
-        ],
-      };
-
-      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createFieldsRequest,
-      });
-
-      expect(createFieldsRes.ok()).toBeTruthy();
-      expect(createFieldsRes.status()).toBe(200);
-    });
-
-    test('Create document envelope with empty email recipient', async ({ request }) => {
-      const payload = {
-        type: EnvelopeType.DOCUMENT,
-        title: 'Document with Empty Email Recipient',
-      } satisfies TCreateEnvelopePayload;
-
-      const formData = new FormData();
-      formData.append('payload', JSON.stringify(payload));
-
-      const files = [
-        {
-          name: 'example.pdf',
-          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
-        },
-      ];
-
-      for (const file of files) {
-        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
-      }
-
-      const res = await request.post(`${baseUrl}/envelope/create`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        multipart: formData,
-      });
-
-      expect(res.ok()).toBeTruthy();
-      expect(res.status()).toBe(200);
-
-      const response = (await res.json()) as TCreateEnvelopeResponse;
-
-      // Create recipient with empty email
-      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
-        envelopeId: response.id,
-        data: [
-          {
-            email: '',
-            name: 'Document Recipient No Email',
-            role: RecipientRole.SIGNER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-        ],
-      };
-
-      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createRecipientsRequest,
-      });
-
-      expect(createRecipientsRes.ok()).toBeTruthy();
-      const recipientsResponse = await createRecipientsRes.json();
-      const recipient = recipientsResponse.data[0];
-
-      expect(recipient.email).toBe('');
-      expect(recipient.name).toBe('Document Recipient No Email');
-    });
-
-    test('Update recipient to have empty email', async ({ request }) => {
-      const payload = {
-        type: EnvelopeType.TEMPLATE,
-        title: 'Update Recipient Email Test',
-        recipients: [
-          {
-            email: userA.email,
-            name: 'Test User',
-            role: RecipientRole.SIGNER,
-          },
-        ],
-      } satisfies TCreateEnvelopePayload;
-
-      const formData = new FormData();
-      formData.append('payload', JSON.stringify(payload));
-
-      const files = [
-        {
-          name: 'example.pdf',
-          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
-        },
-      ];
-
-      for (const file of files) {
-        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
-      }
-
-      const createRes = await request.post(`${baseUrl}/envelope/create`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        multipart: formData,
-      });
-
-      expect(createRes.ok()).toBeTruthy();
-      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
-
-      // Get the envelope to get recipient ID
-      const getRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-      });
-
-      const envelope: TGetEnvelopeResponse = await getRes.json();
-      const recipientId = envelope.recipients[0].id;
-
-      // Update recipient to have empty email
-      const updateRequest: TUpdateEnvelopeRecipientsRequest = {
-        envelopeId: createResponse.id,
-        data: [
-          {
-            id: recipientId,
-            email: '',
-            name: 'Updated Name No Email',
-          },
-        ],
-      };
-
-      const updateRes = await request.post(`${baseUrl}/envelope/recipient/update-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: updateRequest,
-      });
-
-      expect(updateRes.ok()).toBeTruthy();
-      const updateResponse = await updateRes.json();
-      const updatedRecipient = updateResponse.data[0];
-
-      expect(updatedRecipient.email).toBe('');
-      expect(updatedRecipient.name).toBe('Updated Name No Email');
-    });
-
-    test('Mixed recipients with and without emails', async ({ request }) => {
-      const payload = {
-        type: EnvelopeType.TEMPLATE,
-        title: 'Mixed Recipients Test',
-      } satisfies TCreateEnvelopePayload;
-
-      const formData = new FormData();
-      formData.append('payload', JSON.stringify(payload));
-
-      const files = [
-        {
-          name: 'example.pdf',
-          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
-        },
-      ];
-
-      for (const file of files) {
-        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
-      }
-
-      const res = await request.post(`${baseUrl}/envelope/create`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        multipart: formData,
-      });
-
-      expect(res.ok()).toBeTruthy();
-      const response = (await res.json()) as TCreateEnvelopeResponse;
-
-      // Create multiple recipients, some with email, some without
-      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
-        envelopeId: response.id,
-        data: [
-          {
-            email: userA.email,
-            name: 'Recipient With Email',
-            role: RecipientRole.SIGNER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-          {
-            email: '',
-            name: 'Recipient Without Email 1',
-            role: RecipientRole.SIGNER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-          {
-            email: userB.email,
-            name: 'Another With Email',
-            role: RecipientRole.APPROVER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-          {
-            email: '',
-            name: 'Recipient Without Email 2',
-            role: RecipientRole.SIGNER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-        ],
-      };
-
-      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createRecipientsRequest,
-      });
-
-      expect(createRecipientsRes.ok()).toBeTruthy();
-      const recipientsResponse = await createRecipientsRes.json();
-      const recipients = recipientsResponse.data;
-
-      expect(recipients.length).toBe(4);
-      expect(recipients[0].email).toBe(userA.email.toLowerCase());
-      expect(recipients[1].email).toBe('');
-      expect(recipients[2].email).toBe(userB.email.toLowerCase());
-      expect(recipients[3].email).toBe('');
-
-      // Get envelope to assign fields
-      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${response.id}`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-      });
-
-      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
-      const envelopeItem = envelope.envelopeItems[0];
-
-      // Create fields for all recipients including those without emails
-      const createFieldsRequest = {
-        envelopeId: response.id,
-        data: recipients.map((recipient, index) => ({
-          recipientId: recipient.id,
-          envelopeItemId: envelopeItem.id,
-          type: FieldType.SIGNATURE,
-          page: 1,
-          positionX: 100,
-          positionY: 0 + index,
-          width: 50,
-          height: 50,
-        })),
-      };
-
-      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createFieldsRequest,
-      });
-
-      expect(createFieldsRes.ok()).toBeTruthy();
-    });
-
-    test('Distribute envelope with empty email recipients', async ({ request }) => {
-      const payload = {
-        type: EnvelopeType.DOCUMENT,
-        title: 'Document for Distribution with Empty Email',
-      } satisfies TCreateEnvelopePayload;
-
-      const formData = new FormData();
-      formData.append('payload', JSON.stringify(payload));
-
-      const files = [
-        {
-          name: 'example.pdf',
-          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
-        },
-      ];
-
-      for (const file of files) {
-        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
-      }
-
-      const createRes = await request.post(`${baseUrl}/envelope/create`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        multipart: formData,
-      });
-
-      expect(createRes.ok()).toBeTruthy();
-      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
-
-      // Create recipients with empty emails
-      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
-        envelopeId: createResponse.id,
-        data: [
-          {
-            email: '',
-            name: 'Recipient One',
-            role: RecipientRole.SIGNER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-          {
-            email: '',
-            name: 'Recipient Two',
-            role: RecipientRole.APPROVER,
-            accessAuth: [],
-            actionAuth: [],
-          },
-        ],
-      };
-
-      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createRecipientsRequest,
-      });
-
-      expect(createRecipientsRes.ok()).toBeTruthy();
-      const recipientsResponse = await createRecipientsRes.json();
-      const recipients = recipientsResponse.data;
-
-      // Get envelope to assign fields
-      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-      });
-
-      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
-      const envelopeItem = envelope.envelopeItems[0];
-
-      // Create fields for recipients
-      const createFieldsRequest = {
-        envelopeId: createResponse.id,
-        data: recipients.map((recipient, index) => ({
-          recipientId: recipient.id,
-          envelopeItemId: envelopeItem.id,
-          type: FieldType.SIGNATURE,
-          page: 1,
-          positionX: 100,
-          positionY: 0 + index,
-          width: 50,
-          height: 50,
-        })),
-      };
-
-      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createFieldsRequest,
-      });
-
-      expect(createFieldsRes.ok()).toBeTruthy();
-
-      // Distribute the envelope
-      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: {
-          envelopeId: createResponse.id,
-        } satisfies TDistributeEnvelopeRequest,
-      });
-
-      expect(distributeRes.ok()).toBeTruthy();
-      expect(distributeRes.status()).toBe(200);
-
-      const distributeResponse = await distributeRes.json();
-      expect(distributeResponse.success).toBe(true);
-      expect(distributeResponse.id).toBe(createResponse.id);
-      expect(distributeResponse.recipients).toHaveLength(2);
-
-      // Verify recipients have empty emails and signing URLs
-      expect(distributeResponse.recipients[0].email).toBe('');
-      expect(distributeResponse.recipients[0].signingUrl).toBeTruthy();
-      expect(distributeResponse.recipients[1].email).toBe('');
-      expect(distributeResponse.recipients[1].signingUrl).toBeTruthy();
-    });
-
-    test('Distribute envelope with empty email recipient and auth requirements fails', async ({
-      request,
-    }) => {
-      const payload = {
-        type: EnvelopeType.DOCUMENT,
-        title: 'Document with Auth Requirements',
-      } satisfies TCreateEnvelopePayload;
-
-      const formData = new FormData();
-      formData.append('payload', JSON.stringify(payload));
-
-      const files = [
-        {
-          name: 'example.pdf',
-          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/example.pdf')),
-        },
-      ];
-
-      for (const file of files) {
-        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
-      }
-
-      const createRes = await request.post(`${baseUrl}/envelope/create`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        multipart: formData,
-      });
-
-      expect(createRes.ok()).toBeTruthy();
-      const createResponse = (await createRes.json()) as TCreateEnvelopeResponse;
-
-      // Create recipient with empty email and TWO_FACTOR_AUTH action auth
-      const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
-        envelopeId: createResponse.id,
-        data: [
-          {
-            email: '',
-            name: 'Recipient With Auth',
-            role: RecipientRole.SIGNER,
-            accessAuth: [DocumentAccessAuth.TWO_FACTOR_AUTH],
-          },
-        ],
-      };
-
-      const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createRecipientsRequest,
-      });
-
-      expect(createRecipientsRes.ok()).toBeTruthy();
-      const recipientsResponse = await createRecipientsRes.json();
-      const recipient = recipientsResponse.data[0];
-
-      // Get envelope to assign fields
-      const getEnvelopeRes = await request.get(`${baseUrl}/envelope/${createResponse.id}`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-      });
-
-      const envelope: TGetEnvelopeResponse = await getEnvelopeRes.json();
-      const envelopeItem = envelope.envelopeItems[0];
-
-      // Create field for the recipient
-      const createFieldsRequest = {
-        envelopeId: createResponse.id,
-        data: [
-          {
-            recipientId: recipient.id,
-            envelopeItemId: envelopeItem.id,
-            type: FieldType.SIGNATURE,
-            page: 1,
-            positionX: 100,
-            positionY: 100,
-            width: 50,
-            height: 50,
-          },
-        ],
-      };
-
-      const createFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: createFieldsRequest,
-      });
-
-      expect(createFieldsRes.ok()).toBeTruthy();
-
-      // Try to distribute the envelope - should fail
-      const distributeRes = await request.post(`${baseUrl}/envelope/distribute`, {
-        headers: { Authorization: `Bearer ${tokenA}` },
-        data: {
-          envelopeId: createResponse.id,
-        },
-      });
-
-      // Expect distribution to fail
-      expect(distributeRes.ok()).toBeFalsy();
-      expect(distributeRes.status()).toBe(400);
-
-      const errorResponse = await distributeRes.json();
-      expect(errorResponse.message).toContain('requires an email');
-    });
-  });
 });

packages/app-tests/package.json

@@ -14,7 +14,7 @@
   "devDependencies": {
     "@documenso/lib": "*",
     "@documenso/prisma": "*",
-    "@napi-rs/canvas": "^0.1.82",
+    "@napi-rs/canvas": "^0.1.83",
     "@playwright/test": "1.56.1",
     "@types/node": "^20",
     "@types/pngjs": "^6.0.5",

packages/lib/constants/app.ts

@@ -18,3 +18,6 @@ export const SUPPORT_EMAIL = env('NEXT_PUBLIC_SUPPORT_EMAIL') ?? 'support@docume
 
 export const USE_INTERNAL_URL_BROWSERLESS = () =>
   env('NEXT_PUBLIC_USE_INTERNAL_URL_BROWSERLESS') === 'true';
+
+export const IS_AI_FEATURES_CONFIGURED = () =>
+  !!env('GOOGLE_VERTEX_PROJECT_ID') && !!env('GOOGLE_VERTEX_API_KEY');

packages/lib/jobs/definitions/emails/send-document-cancelled-emails.handler.ts

@@ -5,7 +5,6 @@ import { EnvelopeType, ReadStatus, SendStatus, SigningStatus } from '@prisma/cli
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
-import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -78,8 +77,7 @@ export const run = async ({
   const recipientsToNotify = envelope.recipients.filter(
     (recipient) =>
       (recipient.sendStatus === SendStatus.SENT || recipient.readStatus === ReadStatus.OPENED) &&
-      recipient.signingStatus !== SigningStatus.REJECTED &&
+      recipient.signingStatus !== SigningStatus.REJECTED,
-      isRecipientEmailValidForSending(recipient),
   );
 
   await io.runTask('send-cancellation-emails', async () => {

packages/lib/jobs/definitions/emails/send-recipient-signed-email.handler.ts

@@ -12,7 +12,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
 import { getEmailContext } from '../../../server-only/email/get-email-context';
 import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
 import { unsafeBuildEnvelopeIdQuery } from '../../../utils/envelope';
-import { isRecipientEmailValidForSending } from '../../../utils/recipients';
 import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
 import type { JobRunIO } from '../../client/_internal/job';
 import type { TSendRecipientSignedEmailJobDefinition } from './send-recipient-signed-email';
@@ -80,8 +79,8 @@ export const run = async ({
 
   const recipientReference = recipientName || recipientEmail;
 
-  // Don't send notification if the owner is the one who signed.
+  // Don't send notification if the owner is the one who signed
-  if (owner.email === recipientEmail || !isRecipientEmailValidForSending(recipient)) {
+  if (owner.email === recipientEmail) {
     return;
   }
 

packages/lib/jobs/definitions/emails/send-rejection-emails.handler.ts

@@ -6,7 +6,6 @@ import { EnvelopeType, SendStatus, SigningStatus } from '@prisma/client';
 import { mailer } from '@documenso/email/mailer';
 import DocumentRejectedEmail from '@documenso/email/templates/document-rejected';
 import DocumentRejectionConfirmedEmail from '@documenso/email/templates/document-rejection-confirmed';
-import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -86,38 +85,36 @@ export const run = async ({
   const i18n = await getI18nInstance(emailLanguage);
 
   // Send confirmation email to the recipient who rejected
-  if (isRecipientEmailValidForSending(recipient)) {
+  await io.runTask('send-rejection-confirmation-email', async () => {
-    await io.runTask('send-rejection-confirmation-email', async () => {
+    const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
-      const recipientTemplate = createElement(DocumentRejectionConfirmedEmail, {
+      recipientName: recipient.name,
-        recipientName: recipient.name,
+      documentName: envelope.title,
-        documentName: envelope.title,
+      documentOwnerName: envelope.user.name || envelope.user.email,
-        documentOwnerName: envelope.user.name || envelope.user.email,
+      reason: recipient.rejectionReason || '',
-        reason: recipient.rejectionReason || '',
+      assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
-        assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
-      });
-
-      const [html, text] = await Promise.all([
-        renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
-        renderEmailWithI18N(recipientTemplate, {
-          lang: emailLanguage,
-          branding,
-          plainText: true,
-        }),
-      ]);
-
-      await mailer.sendMail({
-        to: {
-          name: recipient.name,
-          address: recipient.email,
-        },
-        from: senderEmail,
-        replyTo: replyToEmail,
-        subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
-        html,
-        text,
-      });
     });
-  }
+
+    const [html, text] = await Promise.all([
+      renderEmailWithI18N(recipientTemplate, { lang: emailLanguage, branding }),
+      renderEmailWithI18N(recipientTemplate, {
+        lang: emailLanguage,
+        branding,
+        plainText: true,
+      }),
+    ]);
+
+    await mailer.sendMail({
+      to: {
+        name: recipient.name,
+        address: recipient.email,
+      },
+      from: senderEmail,
+      replyTo: replyToEmail,
+      subject: i18n._(msg`Document "${envelope.title}" - Rejection Confirmed`),
+      html,
+      text,
+    });
+  });
 
   // Send notification email to document owner
   await io.runTask('send-owner-notification-email', async () => {

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

@@ -12,7 +12,6 @@ import {
 
 import { mailer } from '@documenso/email/mailer';
 import DocumentInviteEmailTemplate from '@documenso/email/templates/document-invite';
-import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -178,33 +177,31 @@ export const run = async ({
     includeSenderDetails: settings.includeSenderDetails,
   });
 
-  if (isRecipientEmailValidForSending(recipient)) {
+  await io.runTask('send-signing-email', async () => {
-    await io.runTask('send-signing-email', async () => {
+    const [html, text] = await Promise.all([
-      const [html, text] = await Promise.all([
+      renderEmailWithI18N(template, { lang: emailLanguage, branding }),
-        renderEmailWithI18N(template, { lang: emailLanguage, branding }),
+      renderEmailWithI18N(template, {
-        renderEmailWithI18N(template, {
+        lang: emailLanguage,
-          lang: emailLanguage,
+        branding,
-          branding,
+        plainText: true,
-          plainText: true,
+      }),
-        }),
+    ]);
-      ]);
 
-      await mailer.sendMail({
+    await mailer.sendMail({
-        to: {
+      to: {
-          name: recipient.name,
+        name: recipient.name,
-          address: recipient.email,
+        address: recipient.email,
-        },
+      },
-        from: senderEmail,
+      from: senderEmail,
-        replyTo: replyToEmail,
+      replyTo: replyToEmail,
-        subject: renderCustomEmailTemplate(
+      subject: renderCustomEmailTemplate(
-          documentMeta?.subject || emailSubject,
+        documentMeta?.subject || emailSubject,
-          customEmailTemplate,
+        customEmailTemplate,
-        ),
+      ),
-        html,
+      html,
-        text,
+      text,
-      });
     });
-  }
+  });
 
   await io.runTask('update-recipient', async () => {
     await prisma.recipient.update({

packages/lib/package.json

@@ -15,6 +15,7 @@
     "clean": "rimraf node_modules"
   },
   "dependencies": {
+    "@ai-sdk/google-vertex": "3.0.81",
     "@aws-sdk/client-s3": "^3.936.0",
     "@aws-sdk/client-sesv2": "^3.936.0",
     "@aws-sdk/cloudfront-signer": "^3.935.0",
@@ -27,6 +28,7 @@
     "@lingui/core": "^5.6.0",
     "@lingui/macro": "^5.6.0",
     "@lingui/react": "^5.6.0",
+    "@napi-rs/canvas": "^0.1.83",
     "@noble/ciphers": "0.6.0",
     "@noble/hashes": "1.8.0",
     "@node-rs/bcrypt": "^1.10.7",
@@ -35,6 +37,7 @@
     "@sindresorhus/slugify": "^3.0.0",
     "@team-plain/typescript-sdk": "^5.11.0",
     "@vvo/tzdb": "^6.196.0",
+    "ai": "^5.0.104",
     "csv-parse": "^6.1.0",
     "inngest": "^3.45.1",
     "jose": "^6.1.2",
@@ -43,6 +46,7 @@
     "luxon": "^3.7.2",
     "nanoid": "^5.1.6",
     "oslo": "^0.17.0",
+    "p-map": "^7.0.4",
     "pg": "^8.16.3",
     "pino": "^9.14.0",
     "pino-pretty": "^13.1.2",
@@ -63,4 +67,4 @@
     "@types/luxon": "^3.7.1",
     "@types/pg": "^8.15.6"
   }
-}
+}

packages/lib/server-only/2fa/email/send-2fa-token-email.ts

@@ -5,7 +5,6 @@ import { EnvelopeType } from '@prisma/client';
 
 import { mailer } from '@documenso/email/mailer';
 import { AccessAuth2FAEmailTemplate } from '@documenso/email/templates/access-auth-2fa';
-import { isRecipientEmailValidForSending } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
@@ -70,12 +69,6 @@ export const send2FATokenEmail = async ({ token, envelopeId }: Send2FATokenEmail
     });
   }
 
-  if (!isRecipientEmailValidForSending(recipient)) {
-    throw new AppError(AppErrorCode.INVALID_REQUEST, {
-      message: 'Recipient is missing email address',
-    });
-  }
-
   const twoFactorTokenToken = await generateTwoFactorTokenFromEmail({
     envelopeId,
     email: recipient.email,

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

@@ -14,7 +14,6 @@ import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
-import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 
@@ -65,18 +64,14 @@ export const adminSuperDeleteDocument = async ({
     envelope.documentMeta,
   ).documentDeleted;
 
-  const recipientsToNotify = envelope.recipients.filter((recipient) =>
-    isRecipientEmailValidForSending(recipient),
-  );
-
   // if the document is pending, send cancellation emails to all recipients
   if (
     status === DocumentStatus.PENDING &&
-    recipientsToNotify.length > 0 &&
+    envelope.recipients.length > 0 &&
     isDocumentDeletedEmailEnabled
   ) {
     await Promise.all(
-      recipientsToNotify.map(async (recipient) => {
+      envelope.recipients.map(async (recipient) => {
         if (recipient.sendStatus !== SendStatus.SENT) {
           return;
         }

packages/lib/server-only/ai/envelope/detect-fields/helpers.ts

@@ -0,0 +1,91 @@
+import type { DetectedField } from './schema';
+import type { NormalizedField, RecipientContext } from './types';
+
+/**
+ * Build a message providing recipient context to the AI.
+ */
+export const buildRecipientContextMessage = (recipients: RecipientContext[]) => {
+  if (recipients.length === 0) {
+    return 'No recipients have been specified for this document. Leave recipientKey empty for all fields.';
+  }
+
+  const recipientList = recipients.map((r) => `- ${formatRecipientKey(r)}`).join('\n');
+
+  return `The following recipients will sign/fill this document. Use their recipientKey when assigning fields:
+
+${recipientList}
+
+When you detect a field that should be filled by a specific recipient (based on nearby labels like "Tenant Signature", "Landlord", "Buyer", etc.), set the recipientKey to match one of the above. If no recipient can be determined, leave recipientKey empty.`;
+};
+
+/**
+ * Format recipient key as id|name|email for AI context.
+ */
+export const formatRecipientKey = (recipient: RecipientContext) => {
+  return `${recipient.id}|${recipient.name}|${recipient.email}`;
+};
+
+/**
+ * Parse recipientKey (format: id|name|email) and find matching recipient.
+ *
+ * Matching logic:
+ * 1. Match on id === id
+ * 2. OR match on email && name === email && name
+ * 3. If no match or empty key, use first recipient
+ * 4. If no recipients, return null (caller creates blank recipient)
+ */
+export const resolveRecipientFromKey = (recipientKey: string, recipients: RecipientContext[]) => {
+  if (recipients.length === 0) {
+    return null;
+  }
+
+  // Empty key defaults to first recipient
+  if (!recipientKey) {
+    return recipients[0];
+  }
+
+  // Parse the key format: id|name|email
+  const [idStr, name, email] = recipientKey.split('|');
+
+  const id = Number(idStr);
+
+  // Try to match by ID first
+  if (!Number.isNaN(id)) {
+    const matchById = recipients.find((r) => r.id === id);
+
+    if (matchById) {
+      return matchById;
+    }
+  }
+
+  // Try to match by email AND name
+  if (email && name) {
+    const matchByEmailAndName = recipients.find((r) => r.email === email && r.name === name);
+
+    if (matchByEmailAndName) {
+      return matchByEmailAndName;
+    }
+  }
+
+  // No match found, default to first recipient
+  return recipients[0];
+};
+
+/**
+ * Convert AI's 0-1000 bounding box to our 0-100 percentage format.
+ */
+export const normalizeDetectedField = (field: DetectedField): NormalizedField => {
+  const { box2d } = field;
+
+  const [yMin, xMin, yMax, xMax] = box2d;
+
+  return {
+    type: field.type,
+    recipientKey: field.recipientKey,
+    positionX: xMin / 10,
+    positionY: yMin / 10,
+    width: (xMax - xMin) / 10,
+    height: (yMax - yMin) / 10,
+    confidence: field.confidence,
+  };
+};

packages/lib/server-only/ai/envelope/detect-fields/index.ts

@@ -0,0 +1,323 @@
+import { createCanvas, loadImage } from '@napi-rs/canvas';
+import { DocumentStatus, type Field, RecipientRole } from '@prisma/client';
+import { generateObject } from 'ai';
+import pMap from 'p-map';
+import sharp from 'sharp';
+
+import { prisma } from '@documenso/prisma';
+
+import { AppError, AppErrorCode } from '../../../../errors/app-error';
+import { getFileServerSide } from '../../../../universal/upload/get-file.server';
+import { getEnvelopeById } from '../../../envelope/get-envelope-by-id';
+import { createEnvelopeRecipients } from '../../../recipient/create-envelope-recipients';
+import { vertex } from '../../google';
+import { pdfToImages } from '../../pdf-to-images';
+import {
+  buildRecipientContextMessage,
+  normalizeDetectedField,
+  resolveRecipientFromKey,
+} from './helpers';
+import { SYSTEM_PROMPT } from './prompt';
+import { ZSubmitDetectedFieldsInputSchema } from './schema';
+import type {
+  NormalizedFieldWithContext,
+  NormalizedFieldWithPage,
+  RecipientContext,
+} from './types';
+
+export type DetectFieldsFromEnvelopeOptions = {
+  context?: string;
+  envelopeId: string;
+  userId: number;
+  teamId: number;
+  onProgress?: (progress: DetectFieldsProgress) => void;
+};
+
+export const detectFieldsFromEnvelope = async ({
+  context,
+  envelopeId,
+  userId,
+  teamId,
+  onProgress,
+}: DetectFieldsFromEnvelopeOptions) => {
+  const envelope = await getEnvelopeById({
+    id: {
+      type: 'envelopeId',
+      id: envelopeId,
+    },
+    userId,
+    teamId,
+    type: null,
+  });
+
+  if (envelope.status !== DocumentStatus.DRAFT) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Cannot detect fields for a non-draft envelope',
+    });
+  }
+
+  // Extract recipients for field assignment context
+  const recipients: RecipientContext[] = envelope.recipients.map((r) => ({
+    id: r.id,
+    name: r.name,
+    email: r.email,
+  }));
+
+  const allFields: NormalizedFieldWithContext[] = [];
+
+  for (const item of envelope.envelopeItems) {
+    const existingFields = await prisma.field.findMany({
+      where: {
+        envelopeItemId: item.id,
+      },
+    });
+
+    const pdfBytes = await getFileServerSide(item.documentData);
+    const fields = await detectFieldsFromPdf({
+      pdfBytes,
+      existingFields,
+      recipients,
+      context,
+      onProgress,
+    });
+
+    // Resolve recipientKey to actual recipient and add context
+    const fieldsWithContext = await Promise.all(
+      fields.map(async (field) => {
+        const { recipientKey, ...fieldWithoutKey } = field;
+
+        let resolvedRecipient = resolveRecipientFromKey(recipientKey, recipients);
+
+        // If no recipients exist, create a blank recipient
+        if (!resolvedRecipient) {
+          const { recipients: createdRecipients } = await createEnvelopeRecipients({
+            id: {
+              id: envelope.id,
+              type: 'envelopeId',
+            },
+            recipients: [
+              {
+                name: '',
+                email: '',
+                role: RecipientRole.SIGNER,
+              },
+            ],
+            userId,
+            teamId,
+          });
+
+          resolvedRecipient = createdRecipients[0];
+        }
+
+        return {
+          ...fieldWithoutKey,
+          envelopeItemId: item.id,
+          recipientId: resolvedRecipient.id,
+        };
+      }),
+    );
+
+    allFields.push(...fieldsWithContext);
+  }
+
+  return allFields;
+};
+
+export type DetectFieldsProgress = {
+  pagesProcessed: number;
+  totalPages: number;
+  fieldsDetected: number;
+};
+
+export type DetectFieldsFromPdfOptions = {
+  pdfBytes: Uint8Array;
+  recipients?: RecipientContext[];
+  existingFields?: Field[];
+  context?: string;
+  onProgress?: (progress: DetectFieldsProgress) => void;
+};
+
+export const detectFieldsFromPdf = async ({
+  pdfBytes,
+  recipients = [],
+  existingFields = [],
+  context,
+  onProgress,
+}: DetectFieldsFromPdfOptions) => {
+  const pageImages = await pdfToImages(pdfBytes);
+
+  if (pageImages.length === 0) {
+    return [];
+  }
+
+  let pagesProcessed = 0;
+  let totalFieldsDetected = 0;
+
+  const results = await pMap(
+    pageImages,
+    async (page) => {
+      // Get existing fields for this page
+      const fieldsOnPage = existingFields.filter((f) => f.page === page.pageNumber);
+
+      // Mask existing fields on the image
+      const maskedImage = await maskFieldsOnImage({
+        image: page.image,
+        width: page.width,
+        height: page.height,
+        fields: fieldsOnPage,
+      });
+
+      const rawFields = await detectFieldsFromPage({
+        image: maskedImage,
+        pageNumber: page.pageNumber,
+        recipients,
+        context,
+      });
+
+      // Convert bounding boxes to normalized positions and add page number
+      const normalizedFields = rawFields.map(
+        (field): NormalizedFieldWithPage => ({
+          ...normalizeDetectedField(field),
+          pageNumber: page.pageNumber,
+        }),
+      );
+
+      // Update progress
+      pagesProcessed += 1;
+      totalFieldsDetected += normalizedFields.length;
+
+      onProgress?.({
+        pagesProcessed,
+        totalPages: pageImages.length,
+        fieldsDetected: totalFieldsDetected,
+      });
+
+      return normalizedFields;
+    },
+    { concurrency: 5 },
+  );
+
+  return results.flat();
+};
+
+type MaskFieldsOnImageOptions = {
+  image: Buffer;
+  width: number;
+  height: number;
+  fields: Field[];
+};
+
+/**
+ * Draw black rectangles over existing fields to prevent re-detection.
+ */
+const maskFieldsOnImage = async ({ image, width, height, fields }: MaskFieldsOnImageOptions) => {
+  if (fields.length === 0) {
+    return image;
+  }
+
+  const img = await loadImage(image);
+  const canvas = createCanvas(width, height);
+  const ctx = canvas.getContext('2d');
+
+  // Draw the original image
+  ctx.drawImage(img, 0, 0, width, height);
+
+  // Draw black rectangles over existing fields
+  ctx.fillStyle = '#000000';
+
+  for (const field of fields) {
+    // field positions and width,height are on a 0-100 percentage scale
+    const x = (field.positionX.toNumber() / 100) * width;
+    const y = (field.positionY.toNumber() / 100) * height;
+    const w = (field.width.toNumber() / 100) * width;
+    const h = (field.height.toNumber() / 100) * height;
+
+    ctx.fillRect(x, y, w, h);
+  }
+
+  return canvas.encode('jpeg');
+};
+
+const TARGET_SIZE = 1000;
+
+type ResizeImageOptions = {
+  image: Buffer;
+  size?: number;
+};
+
+/**
+ * Resize image to 1000x1000 using fill strategy.
+ * Scales to cover the target area and crops any overflow.
+ */
+const resizeImageToSquare = async ({ image, size = TARGET_SIZE }: ResizeImageOptions) => {
+  return await sharp(image).resize(size, size, { fit: 'fill' }).toBuffer();
+};
+
+type DetectFieldsFromPageOptions = {
+  image: Buffer;
+  pageNumber: number;
+  recipients: RecipientContext[];
+  context?: string;
+};
+
+const detectFieldsFromPage = async ({
+  image,
+  pageNumber,
+  recipients,
+  context,
+}: DetectFieldsFromPageOptions) => {
+  // Resize to 1000x1000 for consistent coordinate mapping
+  const resizedImage = await resizeImageToSquare({ image });
+
+  // Build messages array
+  const messages: Parameters<typeof generateObject>[0]['messages'] = [
+    {
+      role: 'user',
+      content: buildRecipientContextMessage(recipients),
+    },
+  ];
+
+  // Add user-provided context if available
+  if (context?.trim()) {
+    messages.push({
+      role: 'user',
+      content: `Additional context about recipients:\n${context.trim()}`,
+    });
+  }
+
+  // Add the page analysis request with image
+  messages.push({
+    role: 'user',
+    content: [
+      {
+        type: 'text',
+        text: `Analyze this document page (page ${pageNumber}) and detect all empty fillable fields. Submit the fields using the tool. Remember: only detect EMPTY fields, exclude labels from bounding boxes, use 0-1000 normalized coordinates, and IGNORE any solid black rectangles (those are existing fields).`,
+      },
+      {
+        type: 'image',
+        image: resizedImage,
+      },
+    ],
+  });
+
+  const result = await generateObject({
+    model: vertex('gemini-3-pro-preview'),
+    system: SYSTEM_PROMPT,
+    schema: ZSubmitDetectedFieldsInputSchema,
+    messages,
+    temperature: 0.5,
+    providerOptions: {
+      google: {
+        thinkingConfig: {
+          thinkingLevel: 'low',
+        },
+      },
+    },
+  });
+
+  if (!result.object) {
+    return [];
+  }
+
+  return result.object.fields ?? [];
+};

packages/lib/server-only/ai/envelope/detect-fields/prompt.ts

@@ -0,0 +1,69 @@
+export const SYSTEM_PROMPT = `You are analyzing a form document image to detect fillable fields for a document signing platform.
+
+IMPORTANT RULES:
+1. Only detect EMPTY/UNFILLED fields (ignore boxes that already contain text or data)
+2. Analyze nearby text labels to determine the field type
+3. Return bounding boxes for the fillable area ONLY, NOT the label text
+4. Each boundingBox must be in the format {yMin, xMin, yMax, xMax} where all coordinates are NORMALIZED to a 0-1000 scale
+5. IGNORE any black rectangles on the page - these are existing fields that should not be re-detected
+6. Only return fields that are clearly fillable and not just labels or instructions.
+
+CRITICAL: UNDERSTANDING FILLABLE AREAS
+The "fillable area" is ONLY the empty space where a user will write, type, sign, or check.
+- ✓ CORRECT: The blank underscore where someone writes their name: "Name: _________" → box ONLY the underscores
+- ✓ CORRECT: The empty white rectangle inside a box outline → box ONLY the empty space
+- ✓ CORRECT: The blank space to the right of a label: "Email: [ empty box ]" → box ONLY the empty box
+- ✗ INCORRECT: Including the word "Signature:" that appears to the left of a signature line
+- ✗ INCORRECT: Including printed labels, instructions, or descriptive text near the field
+- ✗ INCORRECT: Extending the box to include text just because it's close to the fillable area
+- ✗ INCORRECT: Detecting solid black rectangles (these are masked existing fields)
+
+FIELD TYPES TO DETECT:
+- SIGNATURE - Signature lines, boxes labeled 'Signature', 'Sign here', 'Authorized signature', 'X____'
+- INITIALS - Small boxes labeled 'Initials', 'Initial here', typically smaller than signature fields
+- NAME - Boxes labeled 'Name', 'Full name', 'Your name', 'Print name', 'Printed name'
+- EMAIL - Boxes labeled 'Email', 'Email address', 'E-mail'
+- DATE - Boxes labeled 'Date', 'Date signed', or showing date format placeholders like 'MM/DD/YYYY', '__/__/____'
+- CHECKBOX - Empty checkbox squares (☐) with or without labels, typically small square boxes
+- RADIO - Empty radio button circles (○) in groups, typically circular selection options
+- NUMBER - Boxes labeled with numeric context: 'Amount', 'Quantity', 'Phone', 'ZIP', 'Age', 'Price', '#'
+- TEXT - Any other empty text input boxes, general input fields, or when field type is uncertain
+
+DETECTION GUIDELINES:
+- Read text located near the box (above, to the left, or inside) to infer the field type
+- Use nearby text to CLASSIFY the field type, but DO NOT include that text in the bounding box
+- If you're uncertain which type fits best, default to TEXT
+- For checkboxes and radio buttons: Detect each individual box/circle separately, not the label
+- Signature fields are often longer horizontal lines or larger boxes
+- Date fields often show format hints or date separators (slashes, dashes)
+- Look for visual patterns: underscores (____), horizontal lines, box outlines
+
+BOUNDING BOX PLACEMENT:
+- Coordinates must capture ONLY the empty fillable space
+- Once you find the fillable region, LOCK the box to the full boundary (top, bottom, left, right)
+- If the field is defined by a line or rectangular border, extend coordinates across the entire line/border
+- EXCLUDE all printed text labels even if they are:
+  - Directly to the left of the field (e.g., "Name: _____")
+  - Directly above the field (e.g., "Signature" printed above a line)
+  - Very close to the field with minimal spacing
+- The box should never cover only the leftmost few characters of a long field
+
+COORDINATE SYSTEM:
+- {yMin, xMin, yMax, xMax} normalized to 0-1000 scale
+- Top-left corner: yMin and xMin close to 0
+- Bottom-right corner: yMax and xMax close to 1000
+- Coordinates represent positions on a 1000x1000 grid overlaid on the image
+
+FIELD SIZING FOR LINE-BASED FIELDS:
+When detecting thin horizontal lines for SIGNATURE, INITIALS, NAME, EMAIL, DATE, TEXT, or NUMBER fields:
+1. Keep yMax (bottom) at the detected line position
+2. Extend yMin (top) upward into the available whitespace above the line
+3. Use 60-80% of the clear whitespace above the line for comfortable writing/signing space
+4. Apply minimum dimensions: height at least 30 units (3% of 1000-scale), width at least 36 units
+5. Ensure yMin >= 0 (do not go off-page)
+6. Do NOT apply this expansion to CHECKBOX, RADIO fields - use detected dimensions
+
+RECIPIENT IDENTIFICATION:
+- Look for labels near fields indicating who should fill them (e.g., "Tenant Signature", "Landlord", "Buyer")
+- Use the recipientKey field to indicate which recipient should fill the field
+- If a field has no clear recipient label, leave recipientKey empty`;

packages/lib/server-only/ai/envelope/detect-fields/schema.ts

@@ -0,0 +1,54 @@
+import { FieldType } from '@prisma/client';
+import z from 'zod';
+
+export const DETECTABLE_FIELD_TYPES = [
+  FieldType.SIGNATURE,
+  FieldType.INITIALS,
+  FieldType.NAME,
+  FieldType.EMAIL,
+  FieldType.DATE,
+  FieldType.TEXT,
+  FieldType.NUMBER,
+  FieldType.RADIO,
+  FieldType.CHECKBOX,
+] as const;
+
+export const ZDetectableFieldType = z.enum(DETECTABLE_FIELD_TYPES);
+
+export const ZConfidenceLevel = z.enum(['low', 'medium-low', 'medium', 'medium-high', 'high']);
+
+export type TConfidenceLevel = z.infer<typeof ZConfidenceLevel>;
+
+/**
+ * Schema for a detected field's bounding box.
+ * All values are normalized to a 0-1000 scale relative to the page dimensions.
+ */
+const ZBox2DSchema = z.array(z.number().min(0).max(1000)).length(4);
+
+/**
+ * Schema for a detected field.
+ */
+export const ZDetectedFieldSchema = z.object({
+  type: ZDetectableFieldType.describe(
+    `The field type based on nearby labels and visual appearance`,
+  ),
+  recipientKey: z
+    .string()
+    .describe(
+      'Recipient identifier from nearby labels (e.g., "Tenant", "Landlord", "Buyer", "Seller"). Empty string if no recipient indicated.',
+    ),
+  box2d: ZBox2DSchema.describe(
+    'Box2D [yMin, xMin, yMax, xMax] coordinates of the FILLABLE AREA only (exclude labels).',
+  ),
+  confidence: ZConfidenceLevel.describe('The confidence in the detection'),
+});
+
+export type DetectedField = z.infer<typeof ZDetectedFieldSchema>;
+
+export const ZSubmitDetectedFieldsInputSchema = z.object({
+  fields: z
+    .array(ZDetectedFieldSchema)
+    .describe('List of detected EMPTY fillable fields. Exclude pre-filled content and label text.'),
+});
+
+export type SubmitDetectedFieldsInput = z.infer<typeof ZSubmitDetectedFieldsInputSchema>;

packages/lib/server-only/ai/envelope/detect-fields/types.ts

@@ -0,0 +1,30 @@
+import type { Recipient } from '@prisma/client';
+
+import type { DETECTABLE_FIELD_TYPES, TConfidenceLevel } from './schema';
+
+export type DetectableFieldType = (typeof DETECTABLE_FIELD_TYPES)[number];
+
+/**
+ * Normalized field position using 0-100 percentage scale (matching Field model).
+ */
+export type NormalizedField = {
+  type: DetectableFieldType;
+  recipientKey: string;
+  positionX: number;
+  positionY: number;
+  width: number;
+  height: number;
+  confidence: TConfidenceLevel;
+};
+
+export type RecipientContext = Pick<Recipient, 'id' | 'name' | 'email'>;
+
+export type NormalizedFieldWithPage = NormalizedField & {
+  pageNumber: number;
+};
+
+export type NormalizedFieldWithContext = Omit<NormalizedField, 'recipientKey'> & {
+  pageNumber: number;
+  envelopeItemId: string;
+  recipientId: number;
+};

packages/lib/server-only/ai/envelope/detect-recipients/index.ts

@@ -0,0 +1,237 @@
+import { DocumentStatus } from '@prisma/client';
+import type { ImagePart, ModelMessage } from 'ai';
+import { generateObject } from 'ai';
+import { chunk } from 'remeda';
+
+import { AppError, AppErrorCode } from '../../../../errors/app-error';
+import { getFileServerSide } from '../../../../universal/upload/get-file.server';
+import { getEnvelopeById } from '../../../envelope/get-envelope-by-id';
+import { vertex } from '../../google';
+import { pdfToImages } from '../../pdf-to-images';
+import { SYSTEM_PROMPT } from './prompt';
+import type { TDetectedRecipientSchema } from './schema';
+import { ZDetectedRecipientsSchema } from './schema';
+
+const MAX_PAGES_PER_CHUNK = 10;
+
+const createImageContentParts = (images: Buffer[]) => {
+  return images.map<ImagePart>((image) => ({
+    type: 'image',
+    image,
+  }));
+};
+
+export type DetectRecipientsProgress = {
+  pagesProcessed: number;
+  totalPages: number;
+  recipientsDetected: number;
+};
+
+export type DetectRecipientsFromEnvelopeOptions = {
+  envelopeId: string;
+  userId: number;
+  teamId: number;
+  onProgress?: (progress: DetectRecipientsProgress) => void;
+};
+
+export const detectRecipientsFromEnvelope = async ({
+  envelopeId,
+  userId,
+  teamId,
+  onProgress,
+}: DetectRecipientsFromEnvelopeOptions) => {
+  const envelope = await getEnvelopeById({
+    id: {
+      type: 'envelopeId',
+      id: envelopeId,
+    },
+    userId,
+    teamId,
+    type: null,
+  });
+
+  if (envelope.status === DocumentStatus.COMPLETED) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Cannot detect recipients for a completed envelope',
+    });
+  }
+
+  let allRecipients: TDetectedRecipientSchema[] = [];
+
+  for (const item of envelope.envelopeItems) {
+    const pdfBytes = await getFileServerSide(item.documentData);
+    const recipients = await detectRecipientsFromPdf({ pdfBytes, onProgress });
+
+    allRecipients = mergeRecipients(allRecipients, recipients);
+  }
+
+  return allRecipients;
+};
+
+export type DetectRecipientsFromPdfOptions = {
+  pdfBytes: Uint8Array;
+  onProgress?: (progress: DetectRecipientsProgress) => void;
+};
+
+export const detectRecipientsFromPdf = async ({
+  pdfBytes,
+  onProgress,
+}: DetectRecipientsFromPdfOptions) => {
+  const pageImages = await pdfToImages(pdfBytes);
+
+  if (pageImages.length === 0) {
+    return [];
+  }
+
+  const images = pageImages.map((p) => p.image);
+
+  return await detectRecipientsFromImages({ images, onProgress });
+};
+
+type DetectRecipientsFromImagesOptions = {
+  images: Buffer[];
+  onProgress?: (progress: DetectRecipientsProgress) => void;
+};
+
+const formatDetectedRecipients = (recipients: TDetectedRecipientSchema[]) => {
+  if (recipients.length === 0) {
+    return '';
+  }
+
+  const formatted = recipients
+    .map((r, i) => `${i + 1}. ${r.name || '(no name)'} - ${r.email || '(no email)'} - ${r.role}`)
+    .join('\n');
+
+  return `\n\nRecipients detected so far:\n${formatted}`;
+};
+
+const isDuplicateRecipient = (
+  recipient: TDetectedRecipientSchema,
+  existing: TDetectedRecipientSchema,
+) => {
+  if (recipient.email && existing.email) {
+    return recipient.email.toLowerCase() === existing.email.toLowerCase();
+  }
+
+  if (recipient.name && existing.name) {
+    return recipient.name.toLowerCase() === existing.name.toLowerCase();
+  }
+
+  return false;
+};
+
+const mergeRecipients = (
+  existingRecipients: TDetectedRecipientSchema[],
+  newRecipients: TDetectedRecipientSchema[],
+) => {
+  const merged = [...existingRecipients];
+
+  for (const recipient of newRecipients) {
+    const isDuplicate = merged.some((existing) => isDuplicateRecipient(recipient, existing));
+
+    if (!isDuplicate) {
+      merged.push(recipient);
+    }
+  }
+
+  return merged;
+};
+
+const buildPromptText = (options: {
+  chunkIndex: number;
+  totalChunks: number;
+  totalPages: number;
+  startPage: number;
+  endPage: number;
+  detectedRecipients: TDetectedRecipientSchema[];
+}) => {
+  const { chunkIndex, totalChunks, totalPages, startPage, endPage, detectedRecipients } = options;
+
+  const isFirstChunk = chunkIndex === 0;
+  const isSingleChunk = totalChunks === 1;
+  const batchNumber = chunkIndex + 1;
+  const previouslyFoundText = formatDetectedRecipients(detectedRecipients);
+
+  if (isSingleChunk) {
+    return `Please analyze these ${totalPages} document page(s) and detect all recipients. Submit all detected recipients using the tool.`;
+  }
+
+  if (isFirstChunk) {
+    return `This is a ${totalPages}-page document. I'll show you the pages in batches of ${MAX_PAGES_PER_CHUNK}.
+
+Here are pages ${startPage}-${endPage} (batch ${batchNumber} of ${totalChunks}).
+
+Please analyze these pages and submit any recipients you find using the tool. I will show you the remaining pages after.`;
+  }
+
+  return `Here are pages ${startPage}-${endPage} (batch ${batchNumber} of ${totalChunks}).${previouslyFoundText}
+
+Please analyze these pages and submit any NEW recipients you find (not already listed above) using the tool.`;
+};
+
+const detectRecipientsFromImages = async ({
+  images,
+  onProgress,
+}: DetectRecipientsFromImagesOptions) => {
+  const imageChunks = chunk(images, MAX_PAGES_PER_CHUNK);
+
+  const totalChunks = imageChunks.length;
+  const totalPages = images.length;
+
+  const messages: ModelMessage[] = [];
+  let allRecipients: TDetectedRecipientSchema[] = [];
+
+  for (const [chunkIndex, currentChunk] of imageChunks.entries()) {
+    const startPage = chunkIndex * MAX_PAGES_PER_CHUNK + 1;
+    const endPage = startPage + currentChunk.length - 1;
+
+    const promptText = buildPromptText({
+      chunkIndex,
+      totalChunks,
+      totalPages,
+      startPage,
+      endPage,
+      detectedRecipients: allRecipients,
+    });
+
+    // Add user message with images for this chunk
+    messages.push({
+      role: 'user',
+      content: [
+        {
+          type: 'text',
+          text: promptText,
+        },
+        ...createImageContentParts(currentChunk),
+      ],
+    });
+
+    const result = await generateObject({
+      model: vertex('gemini-2.5-flash'),
+      system: SYSTEM_PROMPT,
+      schema: ZDetectedRecipientsSchema,
+      messages,
+      temperature: 0.5,
+    });
+
+    const newRecipients = result.object?.recipients ?? [];
+
+    // Merge new recipients into our accumulated list (handles duplicates)
+    allRecipients = mergeRecipients(allRecipients, newRecipients);
+
+    // Report progress (endPage represents pages processed so far)
+    onProgress?.({
+      pagesProcessed: endPage,
+      totalPages,
+      recipientsDetected: allRecipients.length,
+    });
+
+    // Add assistant response as context for next iteration
+    messages.push({
+      role: 'assistant',
+      content: `Detected recipients: ${JSON.stringify(allRecipients)}`,
+    });
+  }
+
+  return allRecipients;
+};

packages/lib/server-only/ai/envelope/detect-recipients/prompt.ts

@@ -0,0 +1,41 @@
+export const SYSTEM_PROMPT = `You are analyzing a document to identify recipients who need to sign, approve, or receive copies.
+
+TASK: Extract recipient information from this document.
+
+RECIPIENT TYPES:
+- SIGNER: People who must sign the document (look for signature lines, "Signed by:", "Signature:", "X____")
+- APPROVER: People who must review/approve before signing (look for "Approved by:", "Reviewed by:", "Approval:")
+- VIEWER: People who need to view the document (look for "Viewed by:", "View:", "Viewer:")
+- CC: People who receive a copy for information only (look for "CC:", "Copy to:", "For information:")
+
+EXTRACTION RULES:
+1. Look for signature lines with names printed above, below, or near them
+2. Check for explicit labels like "Name:", "Signer:", "Party:", "Recipient:"
+3. Look for "Approved by:", "Reviewed by:", "CC:" sections
+4. Extract FULL NAMES as they appear in the document
+5. If the name is a placeholder name, reformat it to a more readable format (e.g. "[Insert signer A name]" -> "Signer A").
+6. If an email address is visible near a name, include it exactly in the "email" field
+7. If NO email is found, leave the email field empty.
+8. If the email is a placeholder email, leave the email field empty.
+9. Assign signing order based on document flow (numbered items, "First signer:", "Second signer:", or top-to-bottom sequence)
+
+IMPORTANT:
+- Only extract recipients explicitly mentioned in the document
+- Default role is SIGNER if unclear (signature lines = SIGNER)
+- Signing order starts at 1 (first signer = 1, second = 2, etc.)
+- If no clear ordering, omit signingOrder
+- Do NOT invent recipients - only extract what's clearly present
+- If a signature line exists but no name is associated with it use an empty name and the email address (if found) of the signer.
+- Do not use placeholder names like "<UNKNOWN>", "Unknown", "Signer" unless they are explicitly mentioned in the document.
+
+EXAMPLES:
+Good:
+- "Signed: _________ John Doe" → { name: "John Doe", role: "SIGNER", signingOrder: 1 }
+- "Approved by: Jane Smith (jane@example.com)" → { name: "Jane Smith", email: "jane@example.com", role: "APPROVER" }
+- "CC: Legal Team" → { name: "Legal Team", role: "CC" }
+
+Bad:
+- Extracting the document title as a recipient name
+- Making up email addresses that aren't in the document
+- Adding people not mentioned in the document
+- Using placeholder names like "<UNKNOWN>", "Unknown", "Signer" unless they are explicitly mentioned in the document.`;

packages/lib/server-only/ai/envelope/detect-recipients/schema.ts

@@ -0,0 +1,24 @@
+import { RecipientRole } from '@prisma/client';
+import { z } from 'zod';
+
+export const ZDetectedRecipientSchema = z.object({
+  name: z.string().describe('The detected recipient name, leave blank if unknown'),
+  email: z.string().describe('The detected recipient email, leave blank if unknown'),
+  role: z
+    .nativeEnum(RecipientRole)
+    .optional()
+    .default(RecipientRole.SIGNER)
+    .describe(
+      'The detected recipient role. Use SIGNER for people who need to sign, APPROVER for approvers, CC for people who should receive a copy, VIEWER for view-only recipients',
+    ),
+});
+
+export type TDetectedRecipientSchema = z.infer<typeof ZDetectedRecipientSchema>;
+
+export const ZDetectedRecipientsSchema = z.object({
+  recipients: z
+    .array(ZDetectedRecipientSchema)
+    .describe('The list of detected recipients from the document'),
+});
+
+export type TDetectedRecipientsSchema = z.infer<typeof ZDetectedRecipientsSchema>;

packages/lib/server-only/ai/google.ts

@@ -0,0 +1,9 @@
+import { createVertex } from '@ai-sdk/google-vertex';
+
+import { env } from '../../utils/env';
+
+export const vertex = createVertex({
+  project: env('GOOGLE_VERTEX_PROJECT_ID'),
+  location: env('GOOGLE_VERTEX_LOCATION') || 'global',
+  apiKey: env('GOOGLE_VERTEX_API_KEY'),
+});

packages/lib/server-only/ai/index.ts

@@ -0,0 +1 @@
+export * from 'ai';

packages/lib/server-only/ai/pdf-to-images.ts

@@ -0,0 +1,47 @@
+import { createCanvas } from '@napi-rs/canvas';
+import pMap from 'p-map';
+import * as pdfjsLib from 'pdfjs-dist/legacy/build/pdf.mjs';
+
+export type PdfToImagesOptions = {
+  scale?: number;
+};
+
+export const pdfToImages = async (pdfBytes: Uint8Array, options: PdfToImagesOptions = {}) => {
+  const { scale = 2 } = options;
+
+  const pdf = await pdfjsLib.getDocument(pdfBytes).promise;
+
+  const images = await pMap(
+    Array.from({ length: pdf.numPages }),
+    async (_, index) => {
+      const pageNumber = index + 1;
+      const page = await pdf.getPage(pageNumber);
+
+      const viewport = page.getViewport({ scale });
+
+      const canvas = createCanvas(viewport.width, viewport.height);
+      const canvasContext = canvas.getContext('2d');
+
+      await page.render({
+        // @ts-expect-error napi-rs/canvas satifies the requirements
+        canvas,
+        // @ts-expect-error napi-rs/canvas satifies the requirements
+        canvasContext,
+        viewport,
+      }).promise;
+
+      return {
+        pageNumber,
+        image: await canvas.encode('jpeg'),
+        width: Math.floor(viewport.width),
+        height: Math.floor(viewport.height),
+        mimeType: 'image/jpeg',
+      };
+    },
+    { concurrency: 10 },
+  );
+
+  void pdf.destroy();
+
+  return images;
+};

packages/lib/server-only/document/complete-document-with-token.ts

@@ -2,7 +2,6 @@ import {
   DocumentSigningOrder,
   DocumentStatus,
   EnvelopeType,
-  FieldType,
   RecipientRole,
   SendStatus,
   SigningStatus,
@@ -44,14 +43,6 @@ export type CompleteDocumentWithTokenOptions = {
     email: string;
     name: string;
   };
-  /**
-   * Override the recipient information. This will only work if the recipient
-   * does not have a name or email set.
-   */
-  recipientOverride?: {
-    email?: string;
-    name?: string;
-  };
 };
 
 export const completeDocumentWithToken = async ({
@@ -61,7 +52,6 @@ export const completeDocumentWithToken = async ({
   accessAuthOptions,
   requestMetadata,
   nextSigner,
-  recipientOverride,
 }: CompleteDocumentWithTokenOptions) => {
   const envelope = await prisma.envelope.findFirstOrThrow({
     where: {
@@ -126,35 +116,6 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has unsigned fields`);
   }
 
-  let recipientName = recipient.name;
-  let recipientEmail = recipient.email;
-
-  // Only trim the name if it's been derived.
-  if (!recipientName) {
-    recipientName = (
-      recipientOverride?.name ||
-      fields.find((field) => field.type === FieldType.NAME)?.customText ||
-      ''
-    ).trim();
-  }
-
-  // Only trim the email if it's been derived.
-  if (!recipient.email) {
-    recipientEmail = (
-      recipientOverride?.email ||
-      fields.find((field) => field.type === FieldType.EMAIL)?.customText ||
-      ''
-    )
-      .trim()
-      .toLowerCase();
-  }
-
-  if (!recipientEmail) {
-    throw new AppError(AppErrorCode.INVALID_BODY, {
-      message: 'Recipient email is required',
-    });
-  }
-
   // Check ACCESS AUTH 2FA validation during document completion
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
     documentAuth: envelope.authOptions,
@@ -168,12 +129,6 @@ export const completeDocumentWithToken = async ({
       });
     }
 
-    if (!recipient.email.trim()) {
-      throw new AppError(AppErrorCode.INVALID_REQUEST, {
-        message: `Recipient ${recipient.id} requires an email because they have auth requirements.`,
-      });
-    }
-
     const isValid = await isRecipientAuthorized({
       type: 'ACCESS_2FA',
       documentAuthOptions: envelope.authOptions,
@@ -221,43 +176,9 @@ export const completeDocumentWithToken = async ({
       data: {
         signingStatus: SigningStatus.SIGNED,
         signedAt: new Date(),
-        name: recipientName,
-        email: recipientEmail,
       },
     });
 
-    if (recipientEmail !== recipient.email || recipientName !== recipient.name) {
-      await tx.documentAuditLog.create({
-        data: createDocumentAuditLogData({
-          type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
-          envelopeId: envelope.id,
-          user: {
-            name: recipientName,
-            email: recipientEmail,
-          },
-          requestMetadata,
-          data: {
-            recipientEmail: recipient.email,
-            recipientName: recipient.name,
-            recipientId: recipient.id,
-            recipientRole: recipient.role,
-            changes: [
-              {
-                type: RECIPIENT_DIFF_TYPE.NAME,
-                from: recipient.name,
-                to: recipientName,
-              },
-              {
-                type: RECIPIENT_DIFF_TYPE.EMAIL,
-                from: recipient.email,
-                to: recipientEmail,
-              },
-            ],
-          },
-        }),
-      });
-    }
-
     const authOptions = extractDocumentAuthMethods({
       documentAuth: envelope.authOptions,
       recipientAuth: recipient.authOptions,
@@ -268,13 +189,13 @@ export const completeDocumentWithToken = async ({
         type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
         envelopeId: envelope.id,
         user: {
-          name: recipientName,
+          name: recipient.name,
-          email: recipientEmail,
+          email: recipient.email,
         },
         requestMetadata,
         data: {
-          recipientEmail: recipientEmail,
+          recipientEmail: recipient.email,
-          recipientName: recipientName,
+          recipientName: recipient.name,
           recipientId: recipient.id,
           recipientRole: recipient.role,
           actionAuth: authOptions.derivedRecipientActionAuth,
@@ -283,15 +204,13 @@ export const completeDocumentWithToken = async ({
     });
   });
 
-  if (recipientEmail) {
+  await jobs.triggerJob({
-    await jobs.triggerJob({
+    name: 'send.recipient.signed.email',
-      name: 'send.recipient.signed.email',
+    payload: {
-      payload: {
+      documentId: legacyDocumentId,
-        documentId: legacyDocumentId,
+      recipientId: recipient.id,
-        recipientId: recipient.id,
+    },
-      },
+  });
-    });
-  }
 
   const pendingRecipients = await prisma.recipient.findMany({
     select: {
@@ -328,8 +247,8 @@ export const completeDocumentWithToken = async ({
               type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
               envelopeId: envelope.id,
               user: {
-                name: recipientName,
+                name: recipient.name,
-                email: recipientEmail,
+                email: recipient.email,
               },
               requestMetadata,
               data: {

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

@@ -21,7 +21,6 @@ import type { ApiRequestMetadata } from '../../universal/extract-request-metadat
 import { isDocumentCompleted } from '../../utils/document';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import { type EnvelopeIdOptions, unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
-import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getMemberRoles } from '../team/get-member-roles';
@@ -210,7 +209,7 @@ const handleDocumentOwnerDelete = async ({
   // Send cancellation emails to recipients.
   await Promise.all(
     envelope.recipients.map(async (recipient) => {
-      if (recipient.sendStatus !== SendStatus.SENT || !isRecipientEmailValidForSending(recipient)) {
+      if (recipient.sendStatus !== SendStatus.SENT) {
         return;
       }
 

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

@@ -26,7 +26,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { isDocumentCompleted } from '../../utils/document';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
-import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
@@ -119,7 +118,7 @@ export const resendDocument = async ({
 
   await Promise.all(
     recipientsToRemind.map(async (recipient) => {
-      if (recipient.role === RecipientRole.CC || !isRecipientEmailValidForSending(recipient)) {
+      if (recipient.role === RecipientRole.CC) {
         return;
       }
 

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

@@ -16,7 +16,6 @@ import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
-import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderCustomEmailTemplate } from '../../utils/render-custom-email-template';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { formatDocumentsPath } from '../../utils/teams';
@@ -177,12 +176,8 @@ export const sendCompletedEmail = async ({ id, requestMetadata }: SendDocumentOp
     return;
   }
 
-  const recipientsToNotify = envelope.recipients.filter((recipient) =>
-    isRecipientEmailValidForSending(recipient),
-  );
-
   await Promise.all(
-    recipientsToNotify.map(async (recipient) => {
+    envelope.recipients.map(async (recipient) => {
       const customEmailTemplate = {
         'signer.name': recipient.name,
         'signer.email': recipient.email,

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

@@ -35,10 +35,8 @@ import {
 import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { putPdfFileServerSide } from '../../universal/upload/put-file.server';
 import { isDocumentCompleted } from '../../utils/document';
-import { extractDocumentAuthMethods } from '../../utils/document-auth';
 import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
 import { toCheckboxCustomText, toRadioCustomText } from '../../utils/fields';
-import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
@@ -130,24 +128,6 @@ export const sendDocument = async ({
     );
   }
 
-  // Validate that recipients with auth requirements have a valid email.
-  envelope.recipients.forEach((recipient) => {
-    const auth = extractDocumentAuthMethods({
-      documentAuth: envelope.authOptions,
-      recipientAuth: recipient.authOptions,
-    });
-
-    if (
-      recipient.role !== RecipientRole.CC &&
-      (auth.recipientAccessAuthRequired || auth.recipientActionAuthRequired) &&
-      !isRecipientEmailValidForSending(recipient)
-    ) {
-      throw new AppError(AppErrorCode.INVALID_REQUEST, {
-        message: `Recipient ${recipient.id} requires an email because they have auth requirements.`,
-      });
-    }
-  });
-
   // Commented out server side checks for minimum 1 signature per signer now since we need to
   // decide if we want to enforce this for API & templates.
   // const fields = await getFieldsForDocument({

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

@@ -12,7 +12,6 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { unsafeBuildEnvelopeIdQuery } from '../../utils/envelope';
-import { isRecipientEmailValidForSending } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 
@@ -70,11 +69,6 @@ export const sendPendingEmail = async ({ id, recipientId }: SendPendingEmailOpti
 
   const { email, name } = recipient;
 
-  // Skip sending email if recipient has no email address
-  if (!isRecipientEmailValidForSending(recipient)) {
-    return;
-  }
-
   const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 
   const template = createElement(DocumentPendingEmailTemplate, {

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

@@ -27,7 +27,7 @@ export interface CreateEnvelopeRecipientsOptions {
     accessAuth?: TRecipientAccessAuthTypes[];
     actionAuth?: TRecipientActionAuthTypes[];
   }[];
-  requestMetadata: ApiRequestMetadata;
+  requestMetadata?: ApiRequestMetadata;
 }
 
 export const createEnvelopeRecipients = async ({

packages/lib/server-only/recipient/delete-envelope-recipient.ts

@@ -14,7 +14,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
-import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
+import { canRecipientBeModified } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { buildTeamWhereQuery } from '../../utils/teams';
 import { getEmailContext } from '../email/get-email-context';
@@ -142,8 +142,7 @@ export const deleteEnvelopeRecipient = async ({
   if (
     recipientToDelete.sendStatus === SendStatus.SENT &&
     isRecipientRemovedEmailEnabled &&
-    envelope.type === EnvelopeType.DOCUMENT &&
+    envelope.type === EnvelopeType.DOCUMENT
-    isRecipientEmailValidForSending(recipientToDelete)
   ) {
     const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 

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

@@ -28,7 +28,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
-import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
+import { canRecipientBeModified } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
@@ -294,14 +294,10 @@ export const setDocumentRecipients = async ({
       envelope.documentMeta,
     ).recipientRemoved;
 
-    // Send emails to deleted recipients who have emails.
+    // Send emails to deleted recipients.
     await Promise.all(
       removedRecipients.map(async (recipient) => {
-        if (
+        if (recipient.sendStatus !== SendStatus.SENT || !isRecipientRemovedEmailEnabled) {
-          recipient.sendStatus !== SendStatus.SENT ||
-          !isRecipientRemovedEmailEnabled ||
-          !isRecipientEmailValidForSending(recipient)
-        ) {
           return;
         }
 

packages/lib/translations/de/web.po

@@ -2817,6 +2817,10 @@ msgstr "Erstellt am {0}"
 msgid "CSV Structure"
 msgstr "CSV-Struktur"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "Kumulative MAU (angemeldet)"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "Aktuell"

packages/lib/translations/es/web.po

@@ -2817,6 +2817,10 @@ msgstr "Creado el {0}"
 msgid "CSV Structure"
 msgstr "Estructura CSV"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "MAU acumulativo (con sesión iniciada)"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "Actual"

packages/lib/translations/fr/web.po

@@ -2817,6 +2817,10 @@ msgstr "Créé le {0}"
 msgid "CSV Structure"
 msgstr "Structure CSV"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "MAU cumulatif (connecté)"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "Actuel"

packages/lib/translations/it/web.po

@@ -2817,6 +2817,10 @@ msgstr "Creato il {0}"
 msgid "CSV Structure"
 msgstr "Struttura CSV"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "MAU cumulativi (autenticati)"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "Corrente"

packages/lib/translations/ja/web.po

@@ -2817,6 +2817,10 @@ msgstr "作成日 {0}"
 msgid "CSV Structure"
 msgstr "CSV 構造"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "累積 MAU（サインイン済み）"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "現在"

packages/lib/translations/ko/web.po

@@ -2817,6 +2817,10 @@ msgstr "{0}에 생성됨"
 msgid "CSV Structure"
 msgstr "CSV 구조"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "누적 MAU(로그인 기준)"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "현재"

packages/lib/translations/nl/web.po

@@ -2817,6 +2817,10 @@ msgstr "Aangemaakt op {0}"
 msgid "CSV Structure"
 msgstr "CSV-structuur"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "Cumulatieve MAU (ingelogd)"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "Huidig"

packages/lib/translations/pl/web.po

@@ -8,7 +8,7 @@ msgstr ""
 "Language: pl\n"
 "Project-Id-Version: documenso-app\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2025-11-27 05:32\n"
+"PO-Revision-Date: 2025-11-27 18:05\n"
 "Last-Translator: \n"
 "Language-Team: Polish\n"
 "Plural-Forms: nplurals=4; plural=(n==1 ? 0 : (n%10>=2 && n%10<=4) && (n%100<12 || n%100>14) ? 1 : n!=1 && (n%10>=0 && n%10<=1) || (n%10>=5 && n%10<=9) || (n%100>=12 && n%100<=14) ? 2 : 3);\n"
@@ -944,7 +944,7 @@ msgstr "Akcje"
 #: apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.members.tsx
 #: apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings._index.tsx
 msgid "Active"
-msgstr "Aktywny"
+msgstr "Aktywne"
 
 #: apps/remix/app/routes/_authenticated+/settings+/security._index.tsx
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
@@ -1239,7 +1239,7 @@ msgstr "Wszystkie wstawione podpisy zostaną unieważnione"
 
 #: apps/remix/app/routes/_recipient+/sign.$token+/complete.tsx
 msgid "All recipients have signed. The document is being processed and you will receive an email copy shortly."
-msgstr "Wszyscy odbiorcy podpisali. Dokument jest przetwarzany i wkrótce otrzymasz jego kopię e‑mailem."
+msgstr "Wszyscy odbiorcy podpisali dokument. Dokument jest przetwarzany i wkrótce otrzymasz jego kopię."
 
 #: apps/remix/app/components/dialogs/document-delete-dialog.tsx
 msgid "All recipients will be notified"
@@ -2817,6 +2817,10 @@ msgstr "Utworzono {0}"
 msgid "CSV Structure"
 msgstr "Struktura CSV"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "Łączna liczba MAU (zalogowani)"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "Obecna"
@@ -3098,7 +3102,7 @@ msgstr "Szczegóły"
 
 #: apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx
 msgid "Developer Mode"
-msgstr "Tryb deweloperski"
+msgstr "Tryb programisty"
 
 #: apps/remix/app/components/tables/settings-security-activity-table.tsx
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
@@ -3712,7 +3716,7 @@ msgstr "Przeciągnij i upuść plik PDF"
 #: packages/ui/primitives/signature-pad/signature-pad.tsx
 msgctxt "Draw signature"
 msgid "Draw"
-msgstr "Rysuj"
+msgstr "Rysowany"
 
 #: apps/remix/app/components/embed/authoring/configure-document-upload.tsx
 msgid "Drop your document here"
@@ -4252,7 +4256,7 @@ msgstr "Wszyscy podpisali"
 
 #: apps/remix/app/routes/_recipient+/sign.$token+/complete.tsx
 msgid "Everyone has signed! You will receive an email copy of the signed document."
-msgstr "Wszyscy podpisali! Otrzymasz kopię podpisanego dokumentu e‑mailem."
+msgstr "Wszyscy podpisali! Otrzymasz wiadomość z podpisanym dokumentem."
 
 #: apps/remix/app/components/dialogs/passkey-create-dialog.tsx
 msgid "Exceeded timeout"
@@ -4833,7 +4837,7 @@ msgstr "Uwaga: Co to oznacza"
 
 #: apps/remix/app/components/tables/user-billing-organisations-table.tsx
 msgid "Inactive"
-msgstr "Nieaktywne"
+msgstr "Nieaktywna"
 
 #: apps/remix/app/components/general/app-nav-mobile.tsx
 #: apps/remix/app/components/general/app-nav-mobile.tsx
@@ -5204,7 +5208,7 @@ msgstr "Wygenerowane linki"
 
 #: apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.webhooks._index.tsx
 msgid "Listening to"
-msgstr "Nasłuchuje"
+msgstr "Nasłuchiwanie"
 
 #: apps/remix/app/components/general/document/document-page-view-recent-activity.tsx
 msgid "Load older activity"
@@ -5248,7 +5252,7 @@ msgstr "Zaloguj się"
 
 #: apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.webhooks._index.tsx
 msgid "Logs"
-msgstr "Dzienniki"
+msgstr "Logi"
 
 #: apps/remix/app/components/tables/admin-organisations-table.tsx
 #: apps/remix/app/components/tables/organisation-teams-table.tsx
@@ -5288,7 +5292,7 @@ msgstr "Zarządzaj płatnościami"
 
 #: apps/remix/app/routes/_authenticated+/settings+/billing.tsx
 msgid "Manage billing and subscriptions for organisations where you have billing management permissions."
-msgstr "Zarządzaj rozliczeniami i subskrypcjami dla organizacji, w których masz uprawnienia do zarządzania rozliczeniami."
+msgstr "Zarządzaj płatnościami i subskrypcjami organizacji, w których masz uprawnienia do zarządzania płatnościami."
 
 #: apps/remix/app/components/dialogs/public-profile-template-manage-dialog.tsx
 msgid "Manage details for this public template"
@@ -6188,7 +6192,7 @@ msgstr "Hasło zostało zaktualizowane!"
 
 #: apps/remix/app/components/tables/user-billing-organisations-table.tsx
 msgid "Past Due"
-msgstr "Po terminie"
+msgstr "Przeterminowana"
 
 #: apps/remix/app/components/general/organisations/organisation-billing-banner.tsx
 #: apps/remix/app/components/general/organisations/organisation-billing-banner.tsx
@@ -6408,7 +6412,7 @@ msgstr "Otwórz aplikację uwierzytelniającą i wpisz 6-cyfrowy kod dla tego do
 
 #: apps/remix/app/components/general/document-signing/document-signing-reject-dialog.tsx
 msgid "Please provide a reason for rejecting this document"
-msgstr "Podaj powód odrzucenia tego dokumentu"
+msgstr "Podaj powód odrzucenia dokumentu"
 
 #: apps/remix/app/components/forms/2fa/disable-authenticator-app-dialog.tsx
 msgid "Please provide a token from the authenticator, or a backup code. If you do not have a backup code available, please contact support."
@@ -7130,7 +7134,7 @@ msgstr "Szukaj tytułu dokumentu"
 
 #: apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.webhooks.$id._index.tsx
 msgid "Search by ID"
-msgstr "Szukaj po ID"
+msgstr "Szukaj identyfikatora"
 
 #: apps/remix/app/components/tables/admin-dashboard-users-table.tsx
 msgid "Search by name or email"
@@ -7227,7 +7231,7 @@ msgstr "Wybierz metody dostępu"
 
 #: apps/remix/app/components/dialogs/webhook-test-dialog.tsx
 msgid "Select an event type"
-msgstr "Wybierz typ zdarzenia"
+msgstr "Wybierz rodzaj zdarzenia"
 
 #: apps/remix/app/components/dialogs/sign-field-dropdown-dialog.tsx
 #: packages/ui/primitives/combobox.tsx
@@ -8376,7 +8380,7 @@ msgstr "Szablony umożliwiają szybkie generowanie dokumentów z wcześniej wype
 
 #: apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.webhooks.$id._index.tsx
 msgid "Test"
-msgstr "Test"
+msgstr "Testuj"
 
 #: apps/remix/app/components/dialogs/webhook-test-dialog.tsx
 msgid "Test Webhook"
@@ -9253,13 +9257,13 @@ msgstr "Weryfikacja dwuetapowa"
 #: apps/remix/app/components/tables/admin-document-recipient-item-table.tsx
 #: apps/remix/app/components/tables/templates-table.tsx
 msgid "Type"
-msgstr "Typ"
+msgstr "Rodzaj"
 
 #: packages/lib/constants/document.ts
 #: packages/ui/primitives/signature-pad/signature-pad.tsx
 msgctxt "Type signature"
 msgid "Type"
-msgstr "Wpisz"
+msgstr "Pisany"
 
 #: apps/remix/app/components/general/app-command-menu.tsx
 msgid "Type a command or search..."
@@ -9556,7 +9560,7 @@ msgstr "Przesłany"
 #: packages/ui/primitives/signature-pad/signature-pad.tsx
 msgctxt "Upload signature"
 msgid "Upload"
-msgstr "Prześlij"
+msgstr "Przesłany"
 
 #: apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx
 msgid "Upload a CSV file to create multiple documents from this template. Each row represents one document with its recipient details."
@@ -10346,7 +10350,7 @@ msgstr "Webhook nie został znaleziony"
 
 #: apps/remix/app/components/general/webhook-logs-sheet.tsx
 msgid "Webhook successfully sent"
-msgstr "Webhook został pomyślnie wysłany"
+msgstr "Webhook został wysłany"
 
 #: apps/remix/app/components/dialogs/webhook-edit-dialog.tsx
 msgid "Webhook updated"
@@ -10708,7 +10712,7 @@ msgstr "Nie masz uprawnień do utworzenia tokena dla tego zespołu"
 
 #: apps/remix/app/components/tables/user-billing-organisations-table.tsx
 msgid "You don't manage billing for any organisations."
-msgstr "Nie zarządzasz rozliczeniami dla żadnej organizacji."
+msgstr "Nie zarządzasz płatnościami żadnej organizacji."
 
 #: packages/email/template-components/template-document-cancel.tsx
 msgid "You don't need to sign it anymore."
@@ -10927,7 +10931,7 @@ msgstr "Kod z aplikacji uwierzytelniającej będzie wymagany podczas logowania."
 
 #: apps/remix/app/routes/_recipient+/sign.$token+/complete.tsx
 msgid "You will receive an email copy of the signed document once everyone has signed."
-msgstr "Otrzymasz kopię podpisanego dokumentu e‑mailem, gdy wszyscy go podpiszą."
+msgstr "Otrzymasz kopię dokumentu, gdy wszyscy go podpiszą."
 
 #: apps/remix/app/routes/_unauthenticated+/organisation.sso.confirmation.$token.tsx
 msgid "Your Account"

packages/lib/translations/zh/web.po

@@ -2817,6 +2817,10 @@ msgstr "创建于 {0}"
 msgid "CSV Structure"
 msgstr "CSV 结构"
 
+#: apps/remix/app/routes/_authenticated+/admin+/stats.tsx
+msgid "Cumulative MAU (signed in)"
+msgstr "累计月活跃用户（已登录）"
+
 #: apps/remix/app/routes/_authenticated+/settings+/security.sessions.tsx
 msgid "Current"
 msgstr "当前"

packages/lib/types/recipient.ts

@@ -1,4 +1,3 @@
-import { msg } from '@lingui/core/macro';
 import { z } from 'zod';
 
 import { RecipientSchema } from '@documenso/prisma/generated/zod/modelSchema/RecipientSchema';
@@ -111,13 +110,3 @@ export const ZEnvelopeRecipientManySchema = ZRecipientManySchema.omit({
   documentId: true,
   templateId: true,
 });
-
-export const ZRecipientEmailSchema = z.union([
-  z.literal(''),
-  z
-    .string()
-    .trim()
-    .toLowerCase()
-    .email({ message: msg`Invalid email`.id })
-    .max(254),
-]);

packages/lib/utils/organisations.ts

@@ -135,5 +135,7 @@ export const generateDefaultOrganisationSettings = (): Omit<
     emailReplyTo: null,
     // emailReplyToName: null,
     emailDocumentSettings: DEFAULT_DOCUMENT_EMAIL_SETTINGS,
+
+    aiFeaturesEnabled: false,
   };
 };

packages/lib/utils/recipients.ts

@@ -1,6 +1,5 @@
 import type { Envelope } from '@prisma/client';
 import { type Field, type Recipient, RecipientRole, SigningStatus } from '@prisma/client';
-import { z } from 'zod';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
 import { extractLegacyIds } from '../universal/id';
@@ -59,7 +58,3 @@ export const mapRecipientToLegacyRecipient = (
     ...legacyId,
   };
 };
-
-export const isRecipientEmailValidForSending = (recipient: Pick<Recipient, 'email'>) => {
-  return z.string().email().safeParse(recipient.email).success;
-};

packages/lib/utils/teams.ts

@@ -202,6 +202,8 @@ export const generateDefaultTeamSettings = (): Omit<TeamGlobalSettings, 'id' | '
     emailId: null,
     emailReplyTo: null,
     // emailReplyToName: null,
+
+    aiFeaturesEnabled: null,
   };
 };
 

packages/prisma/migrations/20251201000000_add_ai_features_enabled/migration.sql

@@ -0,0 +1,6 @@
+-- AlterTable
+ALTER TABLE "OrganisationGlobalSettings" ADD COLUMN "aiFeaturesEnabled" BOOLEAN NOT NULL DEFAULT false;
+
+-- AlterTable
+ALTER TABLE "TeamGlobalSettings" ADD COLUMN "aiFeaturesEnabled" BOOLEAN;
+

packages/prisma/schema.prisma

@@ -834,6 +834,9 @@ model OrganisationGlobalSettings {
   brandingLogo           String  @default("")
   brandingUrl            String  @default("")
   brandingCompanyDetails String  @default("")
+
+  // AI features settings.
+  aiFeaturesEnabled Boolean @default(false)
 }
 
 /// @zod.import(["import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';"])
@@ -865,6 +868,9 @@ model TeamGlobalSettings {
   brandingLogo           String?
   brandingUrl            String?
   brandingCompanyDetails String?
+
+  // AI features settings.
+  aiFeaturesEnabled Boolean?
 }
 
 model Team {

packages/trpc/server/embedding-router/create-embedding-template.types.ts

@@ -22,7 +22,6 @@ import {
   ZFieldWidthSchema,
 } from '@documenso/lib/types/field';
 import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
-import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { ZDocumentTitleSchema } from '../document-router/schema';
 
@@ -31,7 +30,7 @@ export const ZCreateEmbeddingTemplateRequestSchema = z.object({
   documentDataId: z.string(),
   recipients: z.array(
     z.object({
-      email: ZRecipientEmailSchema,
+      email: z.union([z.string().length(0), z.string().email()]),
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/embedding-router/update-embedding-template.types.ts

@@ -1,4 +1,4 @@
-import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
+import { DocumentSigningOrder, FieldType, RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
@@ -21,11 +21,22 @@ import {
   ZFieldPageYSchema,
   ZFieldWidthSchema,
 } from '@documenso/lib/types/field';
-import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZFieldAndMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
-import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { ZDocumentTitleSchema } from '../document-router/schema';
 
+const ZFieldSchema = z.object({
+  id: z.number().optional(),
+  type: z.nativeEnum(FieldType),
+  pageNumber: ZFieldPageNumberSchema,
+  pageX: ZFieldPageXSchema,
+  pageY: ZFieldPageYSchema,
+  width: ZFieldWidthSchema,
+  height: ZFieldHeightSchema,
+  fieldMeta: ZFieldMetaSchema.optional(),
+  envelopeItemId: z.string(),
+});
+
 export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
   templateId: z.number(),
   title: ZDocumentTitleSchema.optional(),
@@ -33,7 +44,7 @@ export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number().optional(),
-      email: ZRecipientEmailSchema,
+      email: z.union([z.string().length(0), z.string().email()]),
       name: z.string(),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/envelope-router/create-envelope.types.ts

@@ -24,8 +24,8 @@ import {
   ZDocumentTitleSchema,
   ZDocumentVisibilitySchema,
 } from '../document-router/schema';
+import { ZCreateRecipientSchema } from '../recipient-router/schema';
 import type { TrpcRouteMeta } from '../trpc';
-import { ZCreateEnvelopeRecipientSchema } from './envelope-recipients/create-envelope-recipients.types';
 
 export const createEnvelopeMeta: TrpcRouteMeta = {
   openapi: {
@@ -54,7 +54,7 @@ export const ZCreateEnvelopePayloadSchema = z.object({
     .optional(),
   recipients: z
     .array(
-      ZCreateEnvelopeRecipientSchema.extend({
+      ZCreateRecipientSchema.extend({
         fields: ZEnvelopeFieldAndMetaSchema.and(
           z.object({
             identifier: z

packages/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types.ts

@@ -1,15 +1,8 @@
-import { RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
-import {
+import { ZEnvelopeRecipientLiteSchema } from '@documenso/lib/types/recipient';
-  ZRecipientAccessAuthTypesSchema,
-  ZRecipientActionAuthTypesSchema,
-} from '@documenso/lib/types/document-auth';
-import {
-  ZEnvelopeRecipientLiteSchema,
-  ZRecipientEmailSchema,
-} from '@documenso/lib/types/recipient';
 
+import { ZCreateRecipientSchema } from '../../recipient-router/schema';
 import type { TrpcRouteMeta } from '../../trpc';
 
 export const createEnvelopeRecipientsMeta: TrpcRouteMeta = {
@@ -22,18 +15,9 @@ export const createEnvelopeRecipientsMeta: TrpcRouteMeta = {
   },
 };
 
-export const ZCreateEnvelopeRecipientSchema = z.object({
-  email: ZRecipientEmailSchema,
-  name: z.string().max(255),
-  role: z.nativeEnum(RecipientRole),
-  signingOrder: z.number().optional(),
-  accessAuth: z.array(ZRecipientAccessAuthTypesSchema).default([]).optional(),
-  actionAuth: z.array(ZRecipientActionAuthTypesSchema).default([]).optional(),
-});
-
 export const ZCreateEnvelopeRecipientsRequestSchema = z.object({
   envelopeId: z.string(),
-  data: ZCreateEnvelopeRecipientSchema.array(),
+  data: ZCreateRecipientSchema.array(),
 });
 
 export const ZCreateEnvelopeRecipientsResponseSchema = z.object({

packages/trpc/server/envelope-router/envelope-recipients/update-envelope-recipients.types.ts

@@ -1,12 +1,8 @@
-import { RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
-import {
+import { ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
-  ZRecipientAccessAuthTypesSchema,
-  ZRecipientActionAuthTypesSchema,
-} from '@documenso/lib/types/document-auth';
-import { ZRecipientEmailSchema, ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
 
+import { ZUpdateRecipientSchema } from '../../recipient-router/schema';
 import type { TrpcRouteMeta } from '../../trpc';
 
 export const updateEnvelopeRecipientsMeta: TrpcRouteMeta = {
@@ -19,19 +15,9 @@ export const updateEnvelopeRecipientsMeta: TrpcRouteMeta = {
   },
 };
 
-export const ZUpdateEnvelopeRecipientSchema = z.object({
-  id: z.number().describe('The ID of the recipient to update.'),
-  email: ZRecipientEmailSchema,
-  name: z.string().max(255).optional(),
-  role: z.nativeEnum(RecipientRole).optional(),
-  signingOrder: z.number().optional(),
-  accessAuth: z.array(ZRecipientAccessAuthTypesSchema).default([]).optional(),
-  actionAuth: z.array(ZRecipientActionAuthTypesSchema).default([]).optional(),
-});
-
 export const ZUpdateEnvelopeRecipientsRequestSchema = z.object({
   envelopeId: z.string(),
-  data: ZUpdateEnvelopeRecipientSchema.array(),
+  data: ZUpdateRecipientSchema.array(),
 });
 
 export const ZUpdateEnvelopeRecipientsResponseSchema = z.object({

packages/trpc/server/envelope-router/set-envelope-recipients.types.ts

@@ -2,7 +2,7 @@ import { EnvelopeType, RecipientRole } from '@prisma/client';
 import { z } from 'zod';
 
 import { ZRecipientActionAuthTypesSchema } from '@documenso/lib/types/document-auth';
-import { ZRecipientEmailSchema, ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
+import { ZRecipientLiteSchema } from '@documenso/lib/types/recipient';
 
 export const ZSetEnvelopeRecipientsRequestSchema = z.object({
   envelopeId: z.string(),
@@ -10,7 +10,7 @@ export const ZSetEnvelopeRecipientsRequestSchema = z.object({
   recipients: z.array(
     z.object({
       id: z.number().optional(),
-      email: ZRecipientEmailSchema,
+      email: z.string().toLowerCase().email().min(1).max(254),
       name: z.string().max(255),
       role: z.nativeEnum(RecipientRole),
       signingOrder: z.number().optional(),

packages/trpc/server/envelope-router/use-envelope.types.ts

@@ -16,7 +16,6 @@ import {
 } from '@documenso/lib/types/document-meta';
 import { ZEnvelopeAttachmentTypeSchema } from '@documenso/lib/types/envelope-attachment';
 import { ZFieldMetaPrefillFieldsSchema } from '@documenso/lib/types/field-meta';
-import { ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 
 import { zodFormData } from '../../utils/zod-form-data';
 import type { TrpcRouteMeta } from '../trpc';
@@ -41,7 +40,7 @@ export const ZUseEnvelopePayloadSchema = z.object({
     .array(
       z.object({
         id: z.number().describe('The ID of the recipient in the template.'),
-        email: ZRecipientEmailSchema,
+        email: z.string().email().max(254),
         name: z.string().max(255).optional(),
         signingOrder: z.number().optional(),
       }),

packages/trpc/server/organisation-router/get-organisation-session.ts

@@ -1,5 +1,9 @@
 import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
-import { buildTeamWhereQuery, getHighestTeamRoleInGroup } from '@documenso/lib/utils/teams';
+import {
+  buildTeamWhereQuery,
+  extractDerivedTeamSettings,
+  getHighestTeamRoleInGroup,
+} from '@documenso/lib/utils/teams';
 import { prisma } from '@documenso/prisma';
 
 import { authenticatedProcedure } from '../trpc';
@@ -30,6 +34,7 @@ export const getOrganisationSession = async ({
     },
     include: {
       organisationClaim: true,
+      organisationGlobalSettings: true,
       subscription: true,
       groups: {
         where: {
@@ -45,6 +50,7 @@ export const getOrganisationSession = async ({
       teams: {
         where: buildTeamWhereQuery({ teamId: undefined, userId }),
         include: {
+          teamGlobalSettings: true,
           teamGroups: {
             where: {
               organisationGroup: {
@@ -67,12 +73,24 @@ export const getOrganisationSession = async ({
   });
 
   return organisations.map((organisation) => {
+    const { organisationGlobalSettings } = organisation;
+
     return {
       ...organisation,
-      teams: organisation.teams.map((team) => ({
+      teams: organisation.teams.map((team) => {
-        ...team,
+        const derivedSettings = extractDerivedTeamSettings(
-        currentTeamRole: getHighestTeamRoleInGroup(team.teamGroups),
+          organisationGlobalSettings,
-      })),
+          team.teamGlobalSettings,
+        );
+
+        return {
+          ...team,
+          currentTeamRole: getHighestTeamRoleInGroup(team.teamGroups),
+          preferences: {
+            aiFeaturesEnabled: derivedSettings.aiFeaturesEnabled,
+          },
+        };
+      }),
       currentOrganisationRole: getHighestOrganisationRoleInGroup(organisation.groups),
     };
   });

packages/trpc/server/organisation-router/get-organisation-session.types.ts

@@ -16,6 +16,9 @@ export const ZGetOrganisationSessionResponseSchema = ZOrganisationSchema.extend(
       organisationId: true,
     }).extend({
       currentTeamRole: z.nativeEnum(TeamMemberRole),
+      preferences: z.object({
+        aiFeaturesEnabled: z.boolean(),
+      }),
     }),
   ),
   subscription: SubscriptionSchema.nullable(),

packages/trpc/server/organisation-router/update-organisation-settings.ts

@@ -48,6 +48,9 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
       emailReplyTo,
       // emailReplyToName,
       emailDocumentSettings,
+
+      // AI features settings.
+      aiFeaturesEnabled,
     } = data;
 
     if (Object.values(data).length === 0) {
@@ -149,6 +152,9 @@ export const updateOrganisationSettingsRoute = authenticatedProcedure
             emailReplyTo,
             // emailReplyToName,
             emailDocumentSettings,
+
+            // AI features settings.
+            aiFeaturesEnabled,
           },
         },
       },

packages/trpc/server/organisation-router/update-organisation-settings.types.ts

@@ -34,6 +34,9 @@ export const ZUpdateOrganisationSettingsRequestSchema = z.object({
     emailReplyTo: z.string().email().nullish(),
     // emailReplyToName: z.string().optional(),
     emailDocumentSettings: ZDocumentEmailSettingsSchema.optional(),
+
+    // AI features settings.
+    aiFeaturesEnabled: z.boolean().optional(),
   }),
 });