Merge branch 'main' into fix/replace-hardcoded-grays-with-theme-tokens

docs(api): document cancel endpoint and fix get-many body shape (#3135 )
## Description Documents API page: adds the missing Cancel Document section and fixes a fabricated request body on get-many that would fail schema validation for anyone copying the docs. ## Changes Made - Added a `## Cancel Document` section: `POST /envelope/cancel` with `{ envelopeId, reason? }`, PENDING-only (400 otherwise), not idempotent, two-stage access (404 if not visible, 401 without owner/MANAGER+), fires `DOCUMENT_CANCELLED` webhook, emails only SENT/OPENED non-CC non-rejected recipients. - Replaced the fabricated `envelopeIds: [...]` get-many body with the real nested selector: `{ "ids": { "type": "envelopeId" | "documentId" | "templateId", "ids": [...] } }` (string[] for envelopeId, number[] otherwise, 1–20 IDs). - Added the missing `### Response` for get-many (`{ "data": [...] }`) and documented silent filtering of inaccessible IDs (no 404). - Added `CANCELLED` to the status table, mermaid state diagram, transitions prose, and filter values. - Removed the nonexistent `source: "API"` value (real enum: `DOCUMENT | TEMPLATE | TEMPLATE_DIRECT_LINK`). - Fixed fabricated `pagination` wrappers to the real flat shape `{ data, count, currentPage, perPage, totalPages }`; fixed Field `id` type and mismatched code fences. - Migration guide: warned that get-many's body shape changed from `documentIds: number[]` — the breaking part of that migration. ## Testing Performed Docs-only change (plus the migration guide). Verified against the envelope-router types, `cancel-document.ts`, the cancel e2e spec, and `schema.prisma`.
2026-08-21 22:11:49 +10:00 · 2026-08-19 10:21:45 +00:00 · 2026-08-19 09:28:55 +00:00 · 2026-08-19 09:28:40 +00:00 · 2026-08-19 09:28:23 +00:00 · 2026-08-19 09:23:48 +00:00
301 changed files with 19108 additions and 12066 deletions
@@ -1,56 +0,0 @@
---
-name: create-justification
-description: Create a new justification file in .agents/justifications/ with a unique three-word ID, frontmatter, and formatted title
-license: MIT
-compatibility: opencode
-metadata:
-  audience: agents
-  workflow: decision-making
---
-
-## What I do
-
-I help you create new justification files in the `.agents/justifications/` directory. Each justification file gets:
-
- A unique three-word identifier (e.g., `swift-emerald-river`)
- Frontmatter with the current date and formatted title
- Content you provide
-
-## How to use
-
-Run the script with a slug and content:
-
-```bash
-npx tsx scripts/create-justification.ts "decision-name" "Justification content here"
-```
-
-Or use heredoc for multi-line content:
-
-```bash
-npx tsx scripts/create-justification.ts "decision-name" << HEREDOC
-Multi-line
-justification content
-goes here
-HEREDOC
-```
-
-## File format
-
-Files are created as: `{three-word-id}-{slug}.md`
-
-Example: `swift-emerald-river-decision-name.md`
-
-The file includes frontmatter:
-
-```markdown
---
-date: 2026-01-13
-title: Decision Name
---
-
-Your content here
-```
-
-## When to use me
-
-Use this skill when you need to document the reasoning or justification for a decision, approach, or architectural choice. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.
@@ -1,56 +0,0 @@
---
-name: create-plan
-description: Create a new plan file in .agents/plans/ with a unique three-word ID, frontmatter, and formatted title
-license: MIT
-compatibility: opencode
-metadata:
-  audience: agents
-  workflow: planning
---
-
-## What I do
-
-I help you create new plan files in the `.agents/plans/` directory. Each plan file gets:
-
- A unique three-word identifier (e.g., `happy-blue-moon`)
- Frontmatter with the current date and formatted title
- Content you provide
-
-## How to use
-
-Run the script with a slug and content:
-
-```bash
-npx tsx scripts/create-plan.ts "feature-name" "Plan content here"
-```
-
-Or use heredoc for multi-line content:
-
-```bash
-npx tsx scripts/create-plan.ts "feature-name" << HEREDOC
-Multi-line
-plan content
-goes here
-HEREDOC
-```
-
-## File format
-
-Files are created as: `{three-word-id}-{slug}.md`
-
-Example: `happy-blue-moon-feature-name.md`
-
-The file includes frontmatter:
-
-```markdown
---
-date: 2026-01-13
-title: Feature Name
---
-
-Your content here
-```
-
-## When to use me
-
-Use this skill when you need to create a new plan document for a feature, task, or project. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.
@@ -1,56 +0,0 @@
---
-name: create-scratch
-description: Create a new scratch file in .agents/scratches/ with a unique three-word ID, frontmatter, and formatted title
-license: MIT
-compatibility: opencode
-metadata:
-  audience: agents
-  workflow: exploration
---
-
-## What I do
-
-I help you create new scratch files in the `.agents/scratches/` directory. Each scratch file gets:
-
- A unique three-word identifier (e.g., `calm-teal-cloud`)
- Frontmatter with the current date and formatted title
- Content you provide
-
-## How to use
-
-Run the script with a slug and content:
-
-```bash
-npx tsx scripts/create-scratch.ts "note-name" "Scratch content here"
-```
-
-Or use heredoc for multi-line content:
-
-```bash
-npx tsx scripts/create-scratch.ts "note-name" << HEREDOC
-Multi-line
-scratch content
-goes here
-HEREDOC
-```
-
-## File format
-
-Files are created as: `{three-word-id}-{slug}.md`
-
-Example: `calm-teal-cloud-note-name.md`
-
-The file includes frontmatter:
-
-```markdown
---
-date: 2026-01-13
-title: Note Name
---
-
-Your content here
-```
-
-## When to use me
-
-Use this skill when you need to create a temporary note, exploration document, or scratch pad for ideas. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.
@@ -15,6 +15,7 @@ jobs:
  build_app:
    name: Build App
    runs-on: ubuntu-latest
+    timeout-minutes: 60
    steps:
      - name: Checkout
        uses: actions/checkout@v4
@@ -32,6 +33,7 @@ jobs:
  build_docker:
    name: Build Docker Image
    runs-on: ubuntu-latest
+    timeout-minutes: 60
    steps:
      - name: Checkout
        uses: actions/checkout@v4
@@ -11,6 +11,7 @@ jobs:
  analyze:
    name: Analyze
    runs-on: ubuntu-latest
+    timeout-minutes: 60
    permissions:
      actions: read
      contents: read
@@ -8,6 +8,7 @@ on:
 jobs:
  deploy:
    runs-on: ubuntu-latest
+    timeout-minutes: 60

    steps:
      - name: Checkout code
@@ -7,6 +7,7 @@ on:
 jobs:
  label-when-assigned:
    runs-on: ubuntu-latest
+    timeout-minutes: 10
    steps:
      - name: Label issue
        uses: actions/github-script@v6
@@ -7,6 +7,7 @@ on:
 jobs:
  label_issues:
    runs-on: ubuntu-latest
+    timeout-minutes: 10
    permissions:
      issues: write
    steps:
@@ -13,6 +13,7 @@ jobs:
      contents: read
      pull-requests: write
    runs-on: ubuntu-latest
+    timeout-minutes: 10
    steps:
      - uses: actions/labeler@v4
        with:
@@ -14,6 +14,7 @@ jobs:
  build_and_publish_platform_containers:
    name: Build and publish platform containers
    runs-on: ${{ matrix.os }}
+    timeout-minutes: 60
    strategy:
      fail-fast: false
      matrix:
@@ -78,6 +79,7 @@ jobs:
  create_and_publish_manifest:
    name: Create and publish manifest
    runs-on: ubuntu-latest
+    timeout-minutes: 60
    needs: build_and_publish_platform_containers
    steps:
      - name: Checkout
@@ -15,6 +15,7 @@ jobs:
  validate-pr:
    name: Validate PR title
    runs-on: ubuntu-latest
+    timeout-minutes: 10
    steps:
      - uses: amannn/action-semantic-pull-request@v5
        id: lint_pr_title
@@ -7,6 +7,7 @@ on:
 jobs:
  stale:
    runs-on: ubuntu-latest
+    timeout-minutes: 10
    permissions:
      issues: write
      pull-requests: write
@@ -18,6 +18,7 @@ jobs:
  pull_translations:
    name: Force pull translations
    runs-on: ubuntu-latest
+    timeout-minutes: 10
    environment: Translations
    permissions:
      contents: write
@@ -16,6 +16,7 @@ jobs:
  pull_translations:
    name: Pull translations
    runs-on: ubuntu-latest
+    timeout-minutes: 10
    environment: Translations
    permissions:
      contents: write
@@ -14,6 +14,7 @@ jobs:
  extract_translations:
    name: Extract and upload translations
    runs-on: ubuntu-latest
+    timeout-minutes: 30
    environment: Translations
    permissions:
      contents: write
@@ -1,3 +1,3 @@
 legacy-peer-deps = true
 prefer-dedupe = true
-# min-release-age = 7
+min-release-age = 7
@@ -28,35 +28,62 @@ Each document contains one or more PDF files, a list of recipients, and the fiel

 A document object contains the following properties:

-| Property        | Type           | Description                                                    |
-| --------------- | -------------- | -------------------------------------------------------------- |
-| `id`            | string         | Unique identifier (e.g., `envelope_abc123`)                    |
-| `type`          | string         | `DOCUMENT` or `TEMPLATE`                                       |
-| `status`        | string         | Current status: `DRAFT`, `PENDING`, `COMPLETED`, or `REJECTED` |
-| `title`         | string         | Document title                                                 |
-| `source`        | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `API`    |
-| `visibility`    | string         | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE`         |
-| `externalId`    | string \| null | Your custom identifier for the document                        |
-| `createdAt`     | string         | ISO 8601 timestamp                                             |
-| `updatedAt`     | string         | ISO 8601 timestamp                                             |
-| `completedAt`   | string \| null | Timestamp when all recipients completed signing                |
-| `deletedAt`     | string \| null | Timestamp if soft-deleted                                      |
-| `recipients`    | array          | List of recipients and their signing status                    |
-| `fields`        | array          | Signature and form fields on the document                      |
-| `envelopeItems` | array          | PDF files attached to the document                             |
-| `documentMeta`  | object         | Email settings, redirect URL, signing options                  |
+| Property            | Type           | Description                                                                                  |
+| ------------------- | -------------- | -------------------------------------------------------------------------------------------- |
+| `id`                | string         | Unique identifier (e.g., `envelope_abc123`)                                                  |
+| `secondaryId`       | string         | Legacy identifier in prefixed form (`document_123` for documents, `template_123` for templates) |
+| `internalVersion`   | number         | Internal envelope schema version                                                             |
+| `type`              | string         | `DOCUMENT` or `TEMPLATE`                                                                     |
+| `status`            | string         | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED`                  |
+| `title`             | string         | Document title                                                                               |
+| `source`            | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK`                 |
+| `visibility`        | string         | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE`                                       |
+| `templateType`      | string         | Template visibility: `PUBLIC`, `PRIVATE`, or `ORGANISATION` (only meaningful for templates)  |
+| `externalId`        | string \| null | Your custom identifier for the document                                                      |
+| `userId`            | number         | ID of the user who owns the document                                                         |
+| `teamId`            | number         | ID of the team the document belongs to                                                       |
+| `folderId`          | string \| null | ID of the folder containing the document                                                     |
+| `templateId`        | number \| null | Legacy ID of the template this document was created from                                     |
+| `authOptions`       | object \| null | Access and action authentication requirements                                                |
+| `formValues`        | object \| null | Pre-filled form values                                                                       |
+| `publicTitle`       | string         | Public title shown on profile and direct-link pages                                          |
+| `publicDescription` | string         | Public description shown on profile and direct-link pages                                    |
+| `createdAt`         | string         | ISO 8601 timestamp                                                                           |
+| `updatedAt`         | string         | ISO 8601 timestamp                                                                           |
+| `completedAt`       | string \| null | Timestamp when all recipients completed signing                                              |
+| `deletedAt`         | string \| null | Timestamp if soft-deleted                                                                    |
+| `recipients`        | array          | List of recipients and their signing status                                                  |
+| `fields`            | array          | Signature and form fields on the document                                                    |
+| `envelopeItems`     | array          | PDF files attached to the document                                                           |
+| `directLink`        | object \| null | Direct-link signing configuration (`id`, `token`, `enabled`, `directTemplateRecipientId`)    |
+| `team`              | object         | Owning team (`id`, `url`)                                                                    |
+| `user`              | object         | Document owner (`id`, `name`, `email`)                                                       |
+| `documentMeta`      | object         | Email settings, redirect URL, signing options                                                |
+
+Documents created through the API have `source: "DOCUMENT"` — there is no separate `API` source value. To tag documents created by your integration, set `externalId` when creating them.

 ### Example Document Object

 ```json
 {
  "id": "envelope_abc123xyz",
+  "secondaryId": "document_123",
+  "internalVersion": 2,
  "type": "DOCUMENT",
  "status": "PENDING",
-  "source": "API",
+  "source": "DOCUMENT",
  "visibility": "EVERYONE",
+  "templateType": "PRIVATE",
  "title": "Service Agreement",
  "externalId": "contract-2025-001",
+  "userId": 1,
+  "teamId": 1,
+  "folderId": null,
+  "templateId": null,
+  "authOptions": null,
+  "formValues": null,
+  "publicTitle": "",
+  "publicDescription": "",
  "createdAt": "2025-01-15T10:30:00.000Z",
  "updatedAt": "2025-01-15T10:35:00.000Z",
  "completedAt": null,
@@ -73,23 +100,41 @@ A document object contains the following properties:
  ],
  "fields": [
    {
-      "id": "field_123",
+      "id": 123,
+      "secondaryId": "field_abc123",
      "type": "SIGNATURE",
+      "recipientId": 1,
+      "envelopeId": "envelope_abc123xyz",
+      "envelopeItemId": "envelope_item_xyz",
      "page": 1,
-      "positionX": 10,
-      "positionY": 80,
-      "width": 30,
-      "height": 5,
-      "recipientId": 1
+      "positionX": "10",
+      "positionY": "80",
+      "width": "30",
+      "height": "5",
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": null
    }
  ],
  "envelopeItems": [
    {
      "id": "envelope_item_xyz",
+      "envelopeId": "envelope_abc123xyz",
+      "documentDataId": "doc_data_abc123",
      "title": "contract.pdf",
      "order": 1
    }
  ],
+  "directLink": null,
+  "team": {
+    "id": 1,
+    "url": "your-team"
+  },
+  "user": {
+    "id": 1,
+    "name": "Jane Smith",
+    "email": "jane@example.com"
+  },
  "documentMeta": {
    "subject": "Please sign this document",
    "message": "Hi, please review and sign this agreement.",
@@ -99,6 +144,8 @@ A document object contains the following properties:
 }
 ```

+Field position and size values are stored as decimals and serialized as strings in API responses.
+
 ## List Documents

 Retrieve a paginated list of documents.
@@ -114,7 +161,7 @@ GET /envelope
 | `page`             | integer | Page number (default: 1)                                      |
 | `perPage`          | integer | Results per page (default: 10, max: 100)                      |
 | `type`             | string  | Filter by `DOCUMENT` or `TEMPLATE`                            |
-| `status`           | string  | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` |
+| `status`           | string  | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
 | `source`           | string  | Filter by creation source                                     |
 | `folderId`         | string  | Filter by folder ID                                           |
 | `orderByColumn`    | string  | Sort field (only `createdAt` supported)                       |
@@ -154,8 +201,8 @@ const response = await fetch(`${BASE_URL}/envelope`, {
  },
 });

-const { data, pagination } = await response.json();
-console.log(`Found ${pagination.totalItems} documents`);
+const { data, count } = await response.json();
+console.log(`Found ${count} documents`);

 // Filter by status
 const pendingResponse = await fetch(
@@ -197,12 +244,10 @@ const pendingDocs = await pendingResponse.json();
      ]
    }
  ],
-  "pagination": {
-    "page": 1,
-    "perPage": 10,
-    "totalPages": 5,
-    "totalItems": 42
-  }
+  "count": 42,
+  "currentPage": 1,
+  "perPage": 10,
+  "totalPages": 5
 }
 ```

@@ -628,6 +673,72 @@ The response includes signing URLs for each recipient:

 ---

+## Cancel Document
+
+Cancel a pending document. This changes its status from `PENDING` to `CANCELLED`.
+
+```
+POST /envelope/cancel
+```
+
+### Request Body
+
+| Field        | Type   | Required | Description                         |
+| ------------ | ------ | -------- | ----------------------------------- |
+| `envelopeId` | string | Yes      | Document ID                         |
+| `reason`     | string | No       | Reason for cancelling the document |
+
+### Code Examples
+
+<Tabs items={['curl', 'TypeScript']}>
+<Tab value="curl">
+```bash
+curl -X POST "https://app.documenso.com/api/v2/envelope/cancel" \
+  -H "Authorization: api_xxxxxxxxxxxxxxxx" \
+  -H "Content-Type: application/json" \
+  -d '{
+    "envelopeId": "envelope_abc123",
+    "reason": "The agreement is no longer needed."
+  }'
+```
+</Tab>
+<Tab value="TypeScript">
+```typescript
+const response = await fetch('https://app.documenso.com/api/v2/envelope/cancel', {
+  method: 'POST',
+  headers: {
+    Authorization: 'api_xxxxxxxxxxxxxxxx',
+    'Content-Type': 'application/json',
+  },
+  body: JSON.stringify({
+    envelopeId: 'envelope_abc123',
+    reason: 'The agreement is no longer needed.',
+  }),
+});
+
+const { success } = await response.json();
+```
+</Tab>
+</Tabs>
+
+### Response
+
+```json
+{
+  "success": true
+}
+```
+
+### Behavior
+
+- Only documents in `PENDING` status can be cancelled. Other statuses return `400`.
+- Cancellation is not idempotent. Cancelling the same document again returns `400`.
+- The document owner and team members with `MANAGER` or higher permissions can cancel it. Requests for documents you cannot view return `404`; requests for visible documents without sufficient permissions return `401`.
+- A successful cancellation fires the `DOCUMENT_CANCELLED` webhook.
+- Cancellation emails are sent only to eligible non-CC, non-rejected recipients who were sent or opened the document.
+
+---
+
 ## Delete Document

 Delete a document. Completed documents cannot be deleted.
@@ -670,7 +781,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',

 const { success } = await response.json();

-````
+```
 </Tab>
 </Tabs>

@@ -680,7 +791,7 @@ const { success } = await response.json();
 {
  "success": true
 }
-````
+```

 ---

@@ -694,9 +805,11 @@ POST /envelope/get-many

 ### Request Body

-| Field         | Type  | Required | Description           |
-| ------------- | ----- | -------- | --------------------- |
-| `envelopeIds` | array | Yes      | Array of document IDs |
+| Field      | Type   | Required | Description                                                                  |
+| ---------- | ------ | -------- | ---------------------------------------------------------------------------- |
+| `ids`      | object | Yes      | ID selector containing `type` and `ids`                                      |
+| `ids.type` | string | Yes      | `envelopeId`, `documentId`, or `templateId`                                  |
+| `ids.ids`  | array  | Yes      | 1-20 IDs: strings for `envelopeId`; numbers for `documentId` or `templateId` |

 ### Code Examples

@@ -707,12 +820,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/get-many" \
  -H "Authorization: api_xxxxxxxxxxxxxxxx" \
  -H "Content-Type: application/json" \
  -d '{
-    "envelopeIds": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
+    "ids": {
+      "type": "envelopeId",
+      "ids": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
+    }
  }'
 ```
 </Tab>
 <Tab value="TypeScript">
 ```typescript
+const requestedIds = ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'];
+
 const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many', {
  method: 'POST',
  headers: {
@@ -720,16 +838,36 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many
    'Content-Type': 'application/json',
  },
  body: JSON.stringify({
-    envelopeIds: ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'],
+    ids: {
+      type: 'envelopeId',
+      ids: requestedIds,
+    },
  }),
 });

-const documents = await response.json();
+const { data } = await response.json();

-````
+```
 </Tab>
 </Tabs>

+### Response
+
+```json
+{
+  "data": [
+    {
+      "id": "envelope_abc123",
+      "type": "DOCUMENT",
+      "status": "PENDING",
+      "title": "Service Agreement"
+    }
+  ]
+}
+```
+
+The endpoint silently omits envelopes you cannot access instead of returning `404`. Compare `data.length` with `requestedIds.length` to detect omissions.
+
 ---

 ## Document Statuses
@@ -740,6 +878,7 @@ const documents = await response.json();
 | `PENDING` | Document has been sent. Waiting for recipients to sign. |
 | `COMPLETED` | All recipients have signed. Document is sealed. |
 | `REJECTED` | A recipient rejected the document. |
+| `CANCELLED` | The document was cancelled by its owner or a team member with `MANAGER` or higher permissions. |

 ### Status Transitions

@@ -747,11 +886,13 @@ const documents = await response.json();
 flowchart LR
  DRAFT --> PENDING --> COMPLETED
  PENDING --> REJECTED
+  PENDING --> CANCELLED
 ```

 - **DRAFT to PENDING**: Call the distribute endpoint
 - **PENDING to COMPLETED**: All recipients complete their signing
 - **PENDING to REJECTED**: A recipient rejects the document
+- **PENDING to CANCELLED**: The document owner or a team member with `MANAGER` or higher permissions cancels the document

 <Callout type="warn">
  You cannot modify recipients or fields after a document moves to `PENDING` status.
@@ -773,8 +914,8 @@ flowchart LR
 | Parameter  | Values                                      | Description               |
 | ---------- | ------------------------------------------- | ------------------------- |
 | `type`     | `DOCUMENT`, `TEMPLATE`                      | Filter by envelope type   |
-| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` | Filter by status          |
-| `source`   | `DOCUMENT`, `TEMPLATE`, `API`               | Filter by creation source |
+| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` | Filter by status          |
+| `source`   | `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK`          | Filter by creation source |
 | `folderId` | string                                      | Filter by folder          |

 ### Sorting
@@ -800,10 +941,10 @@ async function getAllPendingDocuments() {
      },
    );

-    const { data, pagination } = await response.json();
+    const { data, currentPage, totalPages } = await response.json();
    documents.push(...data);

-    hasMore = page < pagination.totalPages;
+    hasMore = currentPage < totalPages;
    page++;
  }

@@ -119,7 +119,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
 | ------------------------------------------------- | ----------------------------------------------------- |
 | `GET /api/v2/document`                            | `GET /api/v2/envelope`                                |
 | `GET /api/v2/document/{documentId}`               | `GET /api/v2/envelope/{envelopeId}`                   |
-| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many`                      |
+| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many` (body changes from `documentIds: number[]` to `ids: { type: "documentId"; ids: number[] }`) |
 | `POST /api/v2/document/create`                    | `POST /api/v2/envelope/create`                        |
 | `POST /api/v2/document/create/beta`               | `POST /api/v2/envelope/create`                        |
 | `POST /api/v2/document/update`                    | `POST /api/v2/envelope/update`                        |
@@ -140,7 +140,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
 | ------------------------------------- | ------------------------------------------------ |
 | `GET /api/v2/template`                | `GET /api/v2/envelope` (with `type=TEMPLATE`)    |
 | `GET /api/v2/template/{templateId}`   | `GET /api/v2/envelope/{envelopeId}`              |
-| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many`                 |
+| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many` (body changes from `templateIds: number[]` to `ids: { type: "templateId"; ids: number[] }`) |
 | `POST /api/v2/template/create`        | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
 | `POST /api/v2/template/create/beta`   | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
 | `POST /api/v2/template/update`        | `POST /api/v2/envelope/update`                   |
@@ -11,6 +11,12 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.

 ## HTTP Rate Limits

+The rate limit applies to:
+
+- `/api/v1/*`
+- `/api/v2/*`
+- `/api/v2-beta/*`
+
 **Limit:** 1000 requests per minute per IP address  
 **Response:** 429 Too Many Requests

@@ -19,7 +25,7 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
  this value, in which case you can be rate-limited before reaching the global limit.
 </Callout>

-### Rate Limit Response
+### Global per-IP 429 Response

 ```json
 {
@@ -27,10 +33,22 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 }
 ```

-<Callout type="warn">
-  No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
-  seconds before retrying.
-</Callout>
+### Rate Limit Headers
+
+Responses from `/api/v1/*`, `/api/v2/*`, and `/api/v2-beta/*` include these headers. The only
+exception is CORS preflight (`OPTIONS`) requests, which are answered before the rate limiter runs
+and carry no rate limit headers:
+
+| Header                  | Description                                                            |
+| ----------------------- | ---------------------------------------------------------------------- |
+| `X-RateLimit-Limit`     | Maximum requests allowed in the current global window                  |
+| `X-RateLimit-Remaining` | Requests remaining in the current global window                        |
+| `X-RateLimit-Reset`     | End of the current global window, as a Unix epoch timestamp in seconds |
+
+A 429 response from a windowed limiter also includes `Retry-After`, in seconds, with a minimum
+value of `1`. The global API limit uses fixed, epoch-aligned one-minute buckets, so the actual wait
+until the next window is between 1 and 60 seconds. Honor `Retry-After` exactly instead of sleeping
+for a fixed 60 seconds. See the [Retry-After handling example](/docs/developers/examples/common-workflows#error-handling-patterns).

 ## Resource Limits

@@ -44,24 +62,55 @@ Beyond HTTP rate limits, your account has usage limits based on your subscriptio
 | Total Recipients | 10   | Unlimited | Unlimited   | Unlimited  |
 | Direct Templates | 3    | Unlimited | Unlimited   | Unlimited  |

-### Error Response
+### Organisation Limit 429 Responses

-When you exceed a resource limit:
+Organisation windowed limits and organisation monthly quotas produce 429 responses whose body
+shape depends on the API version, and neither matches the global per-IP limiter's
+`{ "error": "..." }` body.
+
+On `/api/v1/*`, the body contains only a message:

 ```json
 {
-  "error": "You have reached your document limit for this month. Please upgrade your plan.",
-  "code": "LIMIT_EXCEEDED",
-  "statusCode": 400
+  "message": "Too many requests, please try again later. Contact support if you require higher limits."
 }
 ```

+On `/api/v2/*` and `/api/v2-beta/*`, the body is a structured error object:
+
+```json
+{
+  "message": "Too many requests, please try again later. Contact support if you require higher limits.",
+  "code": "TOO_MANY_REQUESTS",
+  "data": {
+    "code": "TOO_MANY_REQUESTS",
+    "httpStatus": 429,
+    "appError": {
+      "code": "TOO_MANY_REQUESTS",
+      "message": "Too many requests, please try again later. Contact support if you require higher limits."
+    }
+  }
+}
+```
+
+Organisation windowed limit responses include the `X-RateLimit-*` headers and `Retry-After` for
+their own window. Monthly quota responses carry no quota-specific rate limit headers or
+`Retry-After` because the quota is not a time window; rely on the status code and message instead.
+
 ## Error Codes

-| Code                | Status | Description                   |
-| ------------------- | ------ | ----------------------------- |
-| `TOO_MANY_REQUESTS` | 429    | HTTP rate limit exceeded      |
-| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded |
+| Code                | Status | Description                                                        |
+| ------------------- | ------ | ------------------------------------------------------------------ |
+| `TOO_MANY_REQUESTS` | 429    | Global per-IP, organisation windowed, or monthly quota exceeded    |
+| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded                                      |
+
+There are three sources of `TOO_MANY_REQUESTS` responses:
+
+1. The global per-IP limit, returning the `{ "error": "..." }` body shown above.
+2. Organisation windowed rate limits for the `api`, `document`, and `email` counters.
+3. Organisation monthly quotas for the same three counters. Every authenticated API request
+   consumes the `api` counter, so any endpoint can return this 429 once the monthly API quota is
+   exhausted — not just envelope-related ones.

 ---

@@ -1000,9 +1000,12 @@ async function fetchWithRetry(
      // Retry on rate limit
      if (response.status === 429) {
        const retryAfter = response.headers.get('Retry-After');
-        const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
+        // Honor Retry-After exactly; the cap only applies to the exponential fallback.
+        const delay = retryAfter
+          ? parseInt(retryAfter) * 1000
+          : Math.min(baseDelayMs * Math.pow(2, attempt), maxDelayMs);
        console.log(`Rate limited, waiting ${delay}ms...`);
-        await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
+        await new Promise((resolve) => setTimeout(resolve, delay));
        continue;
      }

@@ -33,13 +33,14 @@ All webhook events share a common structure:

 | Field            | Type      | Description                                            |
 | ---------------- | --------- | ------------------------------------------------------ |
-| `id`             | number    | Document or template ID                                |
+| `id`             | number    | Legacy numeric v1 document or template ID              |
+| `envelopeId`     | string    | Canonical v2 identifier (`envelope_` + 16 characters)  |
 | `externalId`     | string?   | External identifier for integration                    |
 | `userId`         | number    | Owner's user ID                                        |
 | `authOptions`    | object?   | Document-level authentication options                  |
 | `formValues`     | object?   | PDF form values associated with the document           |
 | `title`          | string    | Document or template title                             |
-| `status`         | string    | Current status: `DRAFT`, `PENDING`, `COMPLETED`        |
+| `status`         | string    | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
 | `visibility`     | string    | Document visibility setting                            |
 | `createdAt`      | datetime  | Document creation timestamp                            |
 | `updatedAt`      | datetime  | Last modification timestamp                            |
@@ -47,8 +48,8 @@ All webhook events share a common structure:
 | `deletedAt`      | datetime? | Deletion timestamp                                     |
 | `teamId`         | number?   | Team ID if document belongs to a team                  |
 | `templateId`     | number?   | Template ID if created from a template                 |
-| `source`         | string    | Source: `DOCUMENT` or `TEMPLATE`                       |
-| `documentMeta`   | object    | Document metadata (subject, message, signing options)  |
+| `source`         | string    | Source: `DOCUMENT`, `TEMPLATE`, or `TEMPLATE_DIRECT_LINK` |
+| `documentMeta`   | object?   | Nullable document metadata (subject, message, signing options) |
 | `recipients`     | array     | List of recipient objects                              |
 | `Recipient`      | array     | List of recipient objects (legacy, same as recipients) |

@@ -60,7 +61,6 @@ All webhook events share a common structure:
 | `subject`                  | string? | Email subject line                      |
 | `message`                  | string? | Email message body                      |
 | `timezone`                 | string  | Timezone for date display               |
-| `password`                 | string? | Document access password (if set)       |
 | `dateFormat`               | string  | Date format string                      |
 | `redirectUrl`              | string? | URL to redirect after signing           |
 | `signingOrder`             | string  | `PARALLEL` or `SEQUENTIAL`              |
@@ -77,8 +77,9 @@ All webhook events share a common structure:
 | Field                  | Type      | Description                                |
 | ---------------------- | --------- | ------------------------------------------ |
 | `id`                   | number    | Recipient ID                               |
-| `documentId`           | number?   | Parent document ID                         |
-| `templateId`           | number?   | Template ID if created from a template     |
+| `envelopeId`           | string    | Canonical parent envelope ID               |
+| `documentId`           | number?   | Legacy parent document ID; null for templates |
+| `templateId`           | number?   | Legacy parent template ID; null for documents |
 | `email`                | string    | Recipient email address                    |
 | `name`                 | string    | Recipient name                             |
 | `token`                | string    | Unique signing token                       |
@@ -94,6 +95,8 @@ All webhook events share a common structure:
 | `sendStatus`           | string    | `NOT_SENT` or `SENT`                       |
 | `rejectionReason`      | string?   | Reason if recipient rejected               |

+Use `recipient.envelopeId` as the reliable parent link. The legacy `documentId` and `templateId` fields depend on the parent envelope type, so one of them is always null.
+
 ---

 ## Document Lifecycle Events
@@ -111,6 +114,7 @@ Triggered when a new document is created.
  "event": "DOCUMENT_CREATED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "externalId": null,
    "userId": 1,
    "authOptions": null,
@@ -129,9 +133,8 @@ Triggered when a new document is created.
      "id": "doc_meta_123",
      "subject": "Please sign this document",
      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
+      "timezone": "Etc/UTC",
+      "dateFormat": "yyyy-MM-dd hh:mm a",
      "redirectUrl": null,
      "signingOrder": "PARALLEL",
      "allowDictateNextSigner": false,
@@ -145,6 +148,7 @@ Triggered when a new document is created.
    "recipients": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "signer@example.com",
@@ -166,6 +170,7 @@ Triggered when a new document is created.
    "Recipient": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "signer@example.com",
@@ -203,6 +208,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
  "event": "DOCUMENT_SENT",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "externalId": null,
    "userId": 1,
    "authOptions": null,
@@ -221,9 +227,8 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
      "id": "doc_meta_123",
      "subject": "Please sign this document",
      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
+      "timezone": "Etc/UTC",
+      "dateFormat": "yyyy-MM-dd hh:mm a",
      "redirectUrl": null,
      "signingOrder": "PARALLEL",
      "allowDictateNextSigner": false,
@@ -237,6 +242,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
    "recipients": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "signer@example.com",
@@ -258,6 +264,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
    "Recipient": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "signer@example.com",
@@ -295,12 +302,14 @@ The recipient's `readStatus` changes to `OPENED`.
  "event": "DOCUMENT_OPENED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "status": "PENDING",
    "title": "contract.pdf",
    "source": "DOCUMENT",
    "recipients": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "email": "signer@example.com",
        "name": "John Doe",
        "role": "SIGNER",
@@ -328,6 +337,7 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
  "event": "DOCUMENT_SIGNED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "status": "COMPLETED",
    "title": "contract.pdf",
    "source": "DOCUMENT",
@@ -335,6 +345,7 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
    "recipients": [
      {
        "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "email": "signer@example.com",
        "name": "John Doe",
        "role": "SIGNER",
@@ -361,12 +372,14 @@ Triggered when an individual recipient completes their required action (signing,
  "event": "DOCUMENT_RECIPIENT_COMPLETED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "status": "PENDING",
    "title": "contract.pdf",
    "source": "DOCUMENT",
    "recipients": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "email": "signer@example.com",
        "name": "John Doe",
        "role": "SIGNER",
@@ -395,6 +408,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
  "event": "DOCUMENT_COMPLETED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "externalId": null,
    "userId": 1,
    "authOptions": null,
@@ -413,9 +427,8 @@ The document status changes to `COMPLETED` and `completedAt` is set.
      "id": "doc_meta_123",
      "subject": "Please sign this document",
      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
+      "timezone": "Etc/UTC",
+      "dateFormat": "yyyy-MM-dd hh:mm a",
      "redirectUrl": null,
      "signingOrder": "PARALLEL",
      "allowDictateNextSigner": false,
@@ -429,6 +442,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
    "recipients": [
      {
        "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "reviewer@example.com",
@@ -451,6 +465,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
      },
      {
        "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "signer@example.com",
@@ -475,6 +490,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
    "Recipient": [
      {
        "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "reviewer@example.com",
@@ -497,6 +513,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
      },
      {
        "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 10,
        "templateId": null,
        "email": "signer@example.com",
@@ -537,12 +554,14 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
  "event": "DOCUMENT_REJECTED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "status": "PENDING",
    "title": "contract.pdf",
    "source": "DOCUMENT",
    "recipients": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "email": "signer@example.com",
        "name": "John Doe",
        "role": "SIGNER",
@@ -561,7 +580,7 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont

 ### `document.cancelled`

-Triggered when the document owner or a team member deletes a document. Draft and pending documents are hard-deleted, while completed documents are soft-deleted.
+Triggered when a pending document is explicitly cancelled with `POST /envelope/cancel`, or when a document owner or team member deletes a document. Deleting a draft or pending document hard-deletes it, while deleting a completed document soft-deletes it.

 This event is **not** triggered when a recipient hides a document from their inbox.

@@ -572,6 +591,7 @@ This event is **not** triggered when a recipient hides a document from their inb
  "event": "DOCUMENT_CANCELLED",
  "payload": {
    "id": 7,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "externalId": null,
    "userId": 3,
    "authOptions": null,
@@ -591,7 +611,6 @@ This event is **not** triggered when a recipient hides a document from their inb
      "subject": "",
      "message": "",
      "timezone": "Etc/UTC",
-      "password": null,
      "dateFormat": "yyyy-MM-dd hh:mm a",
      "redirectUrl": "",
      "signingOrder": "PARALLEL",
@@ -606,6 +625,7 @@ This event is **not** triggered when a recipient hides a document from their inb
    "recipients": [
      {
        "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 7,
        "templateId": null,
        "email": "signer@example.com",
@@ -627,6 +647,7 @@ This event is **not** triggered when a recipient hides a document from their inb
    "Recipient": [
      {
        "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "documentId": 7,
        "templateId": null,
        "email": "signer@example.com",
@@ -651,6 +672,45 @@ This event is **not** triggered when a recipient hides a document from their inb
 }
 ```

+### `recipient.expired`
+
+Triggered when a recipient's signing deadline passes on a pending document before they sign or reject it.
+
+**Event name:** `RECIPIENT_EXPIRED`
+
+The recipient's `expiresAt` contains the signing deadline, and `expirationNotifiedAt` is set when the expiration is processed.
+
+```json
+{
+  "event": "RECIPIENT_EXPIRED",
+  "payload": {
+    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "status": "PENDING",
+    "title": "contract.pdf",
+    "source": "DOCUMENT",
+    "recipients": [
+      {
+        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@example.com",
+        "name": "John Doe",
+        "role": "SIGNER",
+        "expiresAt": "2024-04-22T11:51:00.000Z",
+        "expirationNotifiedAt": "2024-04-22T11:52:00.000Z",
+        "readStatus": "OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:52:00.000Z",
+  "webhookEndpoint": "https://your-endpoint.com/webhook"
+}
+```
+
 ### `document.reminder.sent`

 Triggered when a reminder email is sent to a recipient who has not yet completed their action.
@@ -662,12 +722,14 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
  "event": "DOCUMENT_REMINDER_SENT",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "status": "PENDING",
    "title": "contract.pdf",
    "source": "DOCUMENT",
    "recipients": [
      {
        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "email": "signer@example.com",
        "name": "John Doe",
        "role": "SIGNER",
@@ -686,7 +748,7 @@ Triggered when a reminder email is sent to a recipient who has not yet completed

 ## Template Events

-Template events track changes to reusable document templates. Template payloads use the same structure as document payloads, with `source` set to `TEMPLATE` and `templateId` populated.
+Template events track changes to reusable document templates. Template payloads use the same structure as document payloads. For `TEMPLATE_CREATED`, `TEMPLATE_UPDATED`, and `TEMPLATE_DELETED` the template's own legacy numeric ID is in `id` and `templateId` is `null`. Only `TEMPLATE_USED` — whose payload describes the new document envelope created from the template — carries the originating template's legacy ID in `templateId`, with `source` set to `TEMPLATE`.

 ### `template.created`

@@ -699,9 +761,10 @@ Triggered when a new template is created.
  "event": "TEMPLATE_CREATED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "title": "My Template",
    "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
    "source": "TEMPLATE",
    "recipients": []
  },
@@ -721,9 +784,10 @@ Triggered when a template's settings, recipients, or fields are modified.
  "event": "TEMPLATE_UPDATED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "title": "My Updated Template",
    "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
    "source": "TEMPLATE",
    "recipients": []
  },
@@ -743,9 +807,10 @@ Triggered when a template is deleted.
  "event": "TEMPLATE_DELETED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "title": "Deleted Template",
    "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
    "source": "TEMPLATE",
    "recipients": []
  },
@@ -765,6 +830,7 @@ Triggered when a document is created from a template. This event fires alongside
  "event": "TEMPLATE_USED",
  "payload": {
    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "title": "Document from Template",
    "status": "DRAFT",
    "templateId": 10,
@@ -791,7 +857,8 @@ Triggered when a document is created from a template. This event fires alongside
 | `DOCUMENT_RECIPIENT_COMPLETED` | Recipient completes their action           | Recipient `signingStatus: "SIGNED"`, `signedAt` set          |
 | `DOCUMENT_COMPLETED`         | All recipients complete actions               | `status: "COMPLETED"`, `completedAt` set                     |
 | `DOCUMENT_REJECTED`          | Recipient rejects document                   | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
-| `DOCUMENT_CANCELLED`         | Owner or team member deletes document        | Document cancelled or deleted                                |
+| `DOCUMENT_CANCELLED`         | Pending document explicitly cancelled, or document deleted | `status: "CANCELLED"` after explicit cancellation; deletion may remove or soft-delete the document |
+| `RECIPIENT_EXPIRED`          | Recipient signing deadline passes            | Recipient `expiresAt` passed, `expirationNotifiedAt` set           |
 | `DOCUMENT_REMINDER_SENT`     | Reminder email sent to recipient             | No status changes                                            |

 ### Template Events
@@ -821,7 +888,7 @@ When processing webhook events:
    **Process idempotently** — Webhooks may be retried, so handle duplicate events
  </Step>
  <Step>
-    **Respond quickly** — Return a 200 status code within 30 seconds
+    **Respond quickly** — Return a `2xx` status code within 10 seconds
  </Step>
 </Steps>

@@ -9,7 +9,7 @@ description: Receive real-time notifications for document and template events.
 2. When an event occurs, Documenso sends an HTTP POST to your URL
 3. Your application processes the event and responds with 200 OK

-Documenso supports webhook events for the full document lifecycle (created, sent, opened, signed, completed, rejected, cancelled) as well as template events (created, updated, deleted, used).
+Documenso supports webhook events for the full document lifecycle (created, sent, opened, signed, completed, rejected, cancelled), recipient-level events (recipient completed, reminder sent, recipient expired), and template events (created, updated, deleted, used).

 ---

@@ -42,12 +42,14 @@ Documenso supports webhook events for the full document lifecycle (created, sent
  "event": "DOCUMENT_COMPLETED",
  "payload": {
    "id": 123,
+    "envelopeId": "envelope_abcdefhiklmnorst",
    "title": "Contract",
    "status": "COMPLETED",
    "completedAt": "2024-01-15T10:30:00.000Z",
    "recipients": [
      {
        "id": 1,
+        "envelopeId": "envelope_abcdefhiklmnorst",
        "email": "signer@example.com",
        "signingStatus": "SIGNED"
      }
@@ -58,6 +60,8 @@ Documenso supports webhook events for the full document lifecycle (created, sent
 }
 ```

+`payload.id` is the legacy numeric v1 ID. Use `payload.envelopeId` as the canonical v2 identifier. Each recipient repeats `envelopeId` as the reliable parent link because the legacy `documentId` and `templateId` fields depend on the parent envelope type, leaving one of them null.
+
 ---

 ## See Also
@@ -148,7 +148,7 @@ func main() {
 </Tabs>

 <Callout type="warn">
-  Always respond with a `200 OK` status within 30 seconds. Documenso will retry failed deliveries.
+  Always respond with a `2xx` status within 10 seconds. Documenso will retry failed deliveries according to the configured background-job provider.
 </Callout>

 ## Configuring Webhooks in Documenso via the Dashboard
@@ -184,7 +184,7 @@ Fill in the following fields:

 | Field | Description |
 | ----- | ----------- |
-| **Webhook URL** | The HTTPS endpoint that will receive webhook events |
+| **Webhook URL** | The HTTP or HTTPS endpoint that will receive webhook events |
 | **Events** | Select which events should trigger this webhook |
 | **Secret** (optional) | A secret key used to sign the payload for verification |
 </Step>
@@ -202,12 +202,21 @@ Your webhook endpoint must meet these requirements:

 | Requirement | Details |
 | ----------- | ------- |
-| **Protocol** | HTTPS required (HTTP not allowed in production) |
-| **Response** | Must return `2xx` status code within 30 seconds |
+| **Protocol** | HTTP and HTTPS are accepted; use HTTPS in production |
+| **Response** | Must return a `2xx` status code within 10 seconds |
 | **Method** | Must accept HTTP POST requests |
 | **Content-Type** | Must accept `application/json` payloads |
 | **Availability** | Must be publicly accessible from the internet |

+<Callout type="warn">
+  Documenso performs a best-effort check that rejects webhook URLs which use or resolve to private
+  or loopback addresses. This is not a complete SSRF mitigation — it does not cover DNS rebinding
+  and fails open on DNS lookup errors or timeouts — so self-hosted deployments should still enforce
+  network-level egress rules. Self-hosters that need to deliver to a hostname resolving to a
+  private address can add that hostname to the comma-separated
+  `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` environment variable.
+</Callout>
+
 <Callout type="info">
  For local development, use a tunneling service like [ngrok](https://ngrok.com) or [localtunnel](https://localtunnel.me) to expose your local server.
 </Callout>
@@ -225,7 +234,8 @@ When creating a webhook, you can subscribe to one or more events:
 | `DOCUMENT_RECIPIENT_COMPLETED` | A recipient completes their required action |
 | `DOCUMENT_COMPLETED` | All recipients have completed their actions |
 | `DOCUMENT_REJECTED` | A recipient rejects the document |
-| `DOCUMENT_CANCELLED` | The document owner deletes the document |
+| `DOCUMENT_CANCELLED` | A pending document is explicitly cancelled or a document owner deletes it |
+| `RECIPIENT_EXPIRED` | A recipient's signing deadline passes before they sign or reject |
 | `DOCUMENT_REMINDER_SENT` | A reminder email is sent to a recipient |
 | `TEMPLATE_CREATED` | A new template is created |
 | `TEMPLATE_UPDATED` | A template is modified |
@@ -294,6 +304,7 @@ Each webhook call shows the following details:
 - Timestamp
 - Response code
 - Request and response bodies
+- Response headers

 Click any call to see full details including headers and response data.
 </Step>
@@ -318,17 +329,17 @@ Documenso will attempt to deliver the same payload again

 ## Retry Policy

-When a webhook delivery fails (non-2xx response or timeout), Documenso automatically retries with exponential backoff:
+A delivery fails when the endpoint returns a non-`2xx` response, the 10-second timeout expires, or the request fails. Redirects are not followed, so `3xx` responses also fail. Network and SSRF-blocked requests are recorded with response code `0`.

-| Attempt | Delay |
-| ------- | ----- |
-| 1 | Immediate |
-| 2 | 1 minute |
-| 3 | 5 minutes |
-| 4 | 30 minutes |
-| 5 | 2 hours |
+For self-hosted deployments, retries are handled by the background-job provider selected with `NEXT_PRIVATE_JOBS_PROVIDER`:

-After 5 failed attempts, the webhook is marked as failed and no further automatic retries occur. You can manually resend failed webhooks from the dashboard.
+| Provider | Total attempts | Retry timing |
+| -------- | -------------- | ------------ |
+| Local (default) | 4 | Back-to-back, with no backoff |
+| BullMQ | 3 | Exponential backoff starting at 1 second |
+| Inngest | 5 | Inngest platform backoff |
+
+Only the individual delivery (`WebhookCall`) record is marked as failed. Documenso does not automatically disable the webhook or apply a circuit breaker, so future matching events continue to be delivered. After automatic attempts are exhausted, you can manually resend a failed delivery from the dashboard.

 <Callout type="warn">
  If your endpoint consistently fails, consider reviewing your server logs and ensuring your endpoint meets all [URL requirements](#webhook-url-requirements).
@@ -255,6 +255,7 @@ const validEvents = [
  'DOCUMENT_REJECTED',
  'DOCUMENT_CANCELLED',
  'DOCUMENT_REMINDER_SENT',
+  'RECIPIENT_EXPIRED',
  'TEMPLATE_CREATED',
  'TEMPLATE_UPDATED',
  'TEMPLATE_DELETED',
@@ -81,7 +81,7 @@ services:
      - POSTGRES_PASSWORD=${POSTGRES_PASSWORD:?err}
      - POSTGRES_DB=${POSTGRES_DB:?err}
    healthcheck:
-      test: ['CMD-SHELL', 'pg_isready -U ${POSTGRES_USER}']
+      test: ['CMD-SHELL', 'pg_isready -U ${POSTGRES_USER} -d ${POSTGRES_DB}']
      interval: 10s
      timeout: 5s
      retries: 5
@@ -10,13 +10,12 @@
    "postinstall": "fumadocs-mdx"
  },
  "dependencies": {
-    "@radix-ui/react-tabs": "^1.1.13",
-    "fumadocs-core": "16.5.0",
-    "fumadocs-mdx": "14.2.6",
-    "fumadocs-ui": "16.5.0",
+    "fumadocs-core": "16.14.3",
+    "fumadocs-mdx": "15.2.3",
+    "fumadocs-ui": "16.14.3",
    "lucide-react": "^0.563.0",
    "mermaid": "^11.12.2",
-    "next": "16.2.6",
+    "next": "16.3.0",
    "next-plausible": "^3.12.5",
    "next-themes": "^0.4.6",
    "react": "^19.2.4",
@@ -12,11 +12,11 @@
  "dependencies": {
    "@documenso/prisma": "*",
    "luxon": "^3.7.2",
-    "next": "16.2.6"
+    "next": "16.3.0"
  },
  "devDependencies": {
    "@types/node": "^20",
-    "@types/react": "18.3.27",
+    "@types/react": "^19.2.17",
    "typescript": "5.6.2"
  }
 }
@@ -18,7 +18,6 @@ export type DocumentPreferencesResetDialogProps = {
  onReset: () => Promise<void>;
  showAiFeatures?: boolean;
  showDocumentVisibility?: boolean;
-  showIncludeSenderDetails?: boolean;
 };

 export const DocumentPreferencesResetDialog = ({
@@ -26,7 +25,6 @@ export const DocumentPreferencesResetDialog = ({
  onReset,
  showAiFeatures = false,
  showDocumentVisibility = false,
-  showIncludeSenderDetails = false,
 }: DocumentPreferencesResetDialogProps) => {
  const [open, setOpen] = useState(false);
  const [isResetting, setIsResetting] = useState(false);
@@ -92,29 +90,12 @@ export const DocumentPreferencesResetDialog = ({
              <li>
                <Trans>Default signature settings</Trans>
              </li>
-              {showIncludeSenderDetails && (
-                <li>
-                  <Trans>Send on behalf of team</Trans>
-                </li>
-              )}
-              <li>
-                <Trans>Include the signing certificate in the document</Trans>
-              </li>
-              <li>
-                <Trans>Include the audit logs in the document</Trans>
-              </li>
              <li>
                <Trans>Default recipients</Trans>
              </li>
              <li>
                <Trans>Delegate document ownership</Trans>
              </li>
-              <li>
-                <Trans>Default envelope expiration</Trans>
-              </li>
-              <li>
-                <Trans>Default signing reminders</Trans>
-              </li>
              {showAiFeatures && (
                <li>
                  <Trans>AI features</Trans>
@@ -0,0 +1,377 @@
+import {
+  createZipWriter,
+  sanitizeZipPathSegment,
+  type ZipFileEntry,
+} from '@documenso/lib/client-only/create-zip-writer';
+import { downloadFile } from '@documenso/lib/client-only/download-file';
+import { fetchPDF } from '@documenso/lib/client-only/download-pdf';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { RadioGroupSegmented, RadioGroupSegmentedItem } from '@documenso/ui/primitives/radio-group';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { plural } from '@lingui/core/macro';
+import { Plural, Trans, useLingui } from '@lingui/react/macro';
+import { DocumentStatus } from '@prisma/client';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useEffect, useRef, useState } from 'react';
+import { match } from 'ts-pattern';
+
+/**
+ * The maximum number of documents that can be downloaded in a single bulk
+ * download. Each document requires fetching its full PDFs into the browser,
+ * so this bounds both request volume and blob storage usage. Matches the
+ * spirit of the server-side 100 cap on bulk move/delete/cancel.
+ */
+export const MAX_BULK_DOWNLOAD_ENVELOPES = 50;
+
+type BulkDownloadVersion = 'signed' | 'original' | 'pending';
+
+export type EnvelopeBulkDownloadItem = {
+  id: string;
+  title: string;
+  status: DocumentStatus;
+
+  /**
+   * Whether the envelope is a legacy (v1) envelope. Legacy envelopes use a
+   * different field-rendering pipeline that the partial PDF helper does not
+   * implement, so the Partial option is hidden for them.
+   */
+  isLegacy: boolean;
+};
+
+const getDefaultVersion = (envelope: EnvelopeBulkDownloadItem): BulkDownloadVersion =>
+  envelope.status === DocumentStatus.COMPLETED ? 'signed' : 'original';
+
+export type EnvelopesBulkDownloadDialogProps = {
+  envelopes: EnvelopeBulkDownloadItem[];
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onSuccess?: (successfulEnvelopeIds: string[]) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const EnvelopesBulkDownloadDialog = ({
+  envelopes,
+  open,
+  onOpenChange,
+  onSuccess,
+  ...props
+}: EnvelopesBulkDownloadDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const [versionMap, setVersionMap] = useState<Record<string, BulkDownloadVersion>>({});
+  const [progress, setProgress] = useState(0);
+  const [isDownloading, setIsDownloading] = useState(false);
+
+  const abortRef = useRef(false);
+
+  const trpcUtils = trpc.useUtils();
+
+  const isOverDownloadLimit = envelopes.length > MAX_BULK_DOWNLOAD_ENVELOPES;
+
+  useEffect(() => {
+    if (!open) {
+      return;
+    }
+
+    setVersionMap(Object.fromEntries(envelopes.map((envelope) => [envelope.id, getDefaultVersion(envelope)])));
+    setProgress(0);
+  }, [open]);
+
+  const getDownloadVersion = (envelope: EnvelopeBulkDownloadItem): BulkDownloadVersion =>
+    versionMap[envelope.id] ?? getDefaultVersion(envelope);
+
+  /**
+   * The version options selectable for an envelope, mirroring the gating used
+   * by the single envelope download dialog:
+   *   - COMPLETED: signed or original.
+   *   - PENDING (non-legacy): partial or original. Legacy envelopes use a
+   *     field-rendering pipeline the partial PDF helper does not implement.
+   *   - Anything else: original only, so no choice is shown.
+   */
+  const getVersionOptions = (
+    envelope: EnvelopeBulkDownloadItem,
+  ): { value: BulkDownloadVersion; label: string }[] | null => {
+    if (envelope.status === DocumentStatus.COMPLETED) {
+      return [
+        { value: 'signed', label: t({ message: 'Signed', context: 'Signed document (adjective)' }) },
+        { value: 'original', label: t({ message: 'Original', context: 'Original document (adjective)' }) },
+      ];
+    }
+
+    if (envelope.status === DocumentStatus.PENDING && !envelope.isLegacy) {
+      return [
+        { value: 'pending', label: t({ message: 'Partial', context: 'Partially signed document (adjective)' }) },
+        { value: 'original', label: t({ message: 'Original', context: 'Original document (adjective)' }) },
+      ];
+    }
+
+    return null;
+  };
+
+  const getStatusLabel = (status: DocumentStatus) =>
+    match(status)
+      .with(DocumentStatus.COMPLETED, () => t`Completed`)
+      .with(DocumentStatus.PENDING, () => t`Pending`)
+      .with(DocumentStatus.DRAFT, () => t`Draft`)
+      .with(DocumentStatus.REJECTED, () => t`Rejected`)
+      .with(DocumentStatus.CANCELLED, () => t`Cancelled`)
+      .exhaustive();
+
+  const onDownload = async () => {
+    if (envelopes.length === 0 || isOverDownloadLimit || isDownloading) {
+      return;
+    }
+
+    abortRef.current = false;
+    setIsDownloading(true);
+    setProgress(0);
+
+    const zipWriter = createZipWriter();
+
+    const successfulEnvelopeIds: string[] = [];
+    let failedDownloads = 0;
+
+    try {
+      for (const envelope of envelopes) {
+        if (abortRef.current) {
+          break;
+        }
+
+        try {
+          const downloadVersion = getDownloadVersion(envelope);
+
+          const { data: envelopeItems } = await trpcUtils.envelope.item.getManyByToken.fetch({
+            envelopeId: envelope.id,
+            access: {
+              type: 'user',
+            },
+          });
+
+          // Each envelope's items are grouped in their own folder. The id
+          // prefix guarantees uniqueness, the truncated title keeps it
+          // readable without risking overly long extraction paths.
+          const folderName = sanitizeZipPathSegment(`${envelope.id}_${envelope.title}`.slice(0, 96));
+
+          // Buffer this envelope's files before writing so a failed envelope
+          // is either fully in the zip or not at all. Files from previous
+          // envelopes have already been written to the zip stream and freed.
+          const envelopeFiles: ZipFileEntry[] = [];
+
+          for (const envelopeItem of envelopeItems) {
+            const { filename, blob } = await fetchPDF({
+              envelopeItem,
+              token: undefined,
+              fileName: envelopeItem.title,
+              version: downloadVersion,
+            });
+
+            envelopeFiles.push({
+              filename: `${folderName}/${sanitizeZipPathSegment(filename)}`,
+              data: blob,
+            });
+          }
+
+          for (const file of envelopeFiles) {
+            await zipWriter.addFile(file);
+          }
+
+          successfulEnvelopeIds.push(envelope.id);
+        } catch (error) {
+          console.error(error);
+          failedDownloads++;
+        }
+
+        setProgress((p) => p + 1);
+      }
+
+      // The user intentionally stopped the download, discard anything fetched
+      // so far without toasting an error.
+      if (abortRef.current) {
+        zipWriter.abort();
+        return;
+      }
+
+      if (successfulEnvelopeIds.length === 0) {
+        zipWriter.abort();
+
+        toast({
+          title: t`Error`,
+          description: t`An error occurred while downloading the documents.`,
+          variant: 'destructive',
+        });
+        return;
+      }
+
+      try {
+        downloadFile({
+          filename: `documenso-documents-${new Date().toISOString().slice(0, 10)}.zip`,
+          data: zipWriter.finalize(),
+        });
+      } catch (error) {
+        console.error(error);
+
+        zipWriter.abort();
+
+        toast({
+          title: t`Error`,
+          description: t`An error occurred while downloading the documents.`,
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      if (failedDownloads > 0) {
+        toast({
+          title: t`Documents partially downloaded`,
+          description: t`${plural(successfulEnvelopeIds.length, {
+            one: '# document downloaded.',
+            other: '# documents downloaded.',
+          })} ${plural(failedDownloads, {
+            one: '# document could not be downloaded.',
+            other: '# documents could not be downloaded.',
+          })}`,
+          variant: 'destructive',
+        });
+        onSuccess?.(successfulEnvelopeIds);
+        return;
+      }
+
+      toast({
+        title: t`Documents downloaded`,
+        description: plural(successfulEnvelopeIds.length, {
+          one: '# document has been downloaded.',
+          other: '# documents have been downloaded.',
+        }),
+      });
+
+      onSuccess?.(successfulEnvelopeIds);
+      onOpenChange(false);
+    } finally {
+      setIsDownloading(false);
+    }
+  };
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => {
+        if (!isDownloading) {
+          onOpenChange(value);
+        }
+      }}
+    >
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Download Documents</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Plural
+              value={envelopes.length}
+              one="Select the version to download for the selected document."
+              other="Select the version to download for each of the # selected documents."
+            />
+          </DialogDescription>
+        </DialogHeader>
+
+        {isOverDownloadLimit && (
+          <Alert variant="warning">
+            <AlertDescription>
+              <Trans>
+                You can download up to {MAX_BULK_DOWNLOAD_ENVELOPES} documents at a time. Deselect some documents to
+                continue.
+              </Trans>
+            </AlertDescription>
+          </Alert>
+        )}
+
+        <fieldset disabled={isDownloading} className="space-y-4">
+          <div className="-mx-3 max-h-96 overflow-y-auto px-3">
+            <div className="divide-y divide-border rounded-lg border border-border">
+              {envelopes.map((envelope) => {
+                const versionOptions = getVersionOptions(envelope);
+
+                return (
+                  <div key={envelope.id} className="flex items-center gap-3 px-3 py-2.5">
+                    <div className="min-w-0 flex-1">
+                      <p className="truncate font-medium text-foreground text-sm" title={envelope.title}>
+                        {envelope.title}
+                      </p>
+                      <p className="text-muted-foreground text-xs">{getStatusLabel(envelope.status)}</p>
+                    </div>
+
+                    {versionOptions && (
+                      <RadioGroupSegmented
+                        className="shrink-0"
+                        value={getDownloadVersion(envelope)}
+                        onValueChange={(value) =>
+                          setVersionMap((prev) => ({
+                            ...prev,
+                            [envelope.id]: value as BulkDownloadVersion,
+                          }))
+                        }
+                        aria-label={t`Download version for ${envelope.title}`}
+                      >
+                        {versionOptions.map((option) => (
+                          <RadioGroupSegmentedItem key={option.value} value={option.value}>
+                            {option.label}
+                          </RadioGroupSegmentedItem>
+                        ))}
+                      </RadioGroupSegmented>
+                    )}
+                  </div>
+                );
+              })}
+            </div>
+          </div>
+
+          {isDownloading && (
+            <p className="text-muted-foreground text-sm">
+              <Trans>
+                Downloading {progress} / {envelopes.length}...
+              </Trans>
+            </p>
+          )}
+
+          <DialogFooter>
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => {
+                if (isDownloading) {
+                  abortRef.current = true;
+                } else {
+                  onOpenChange(false);
+                }
+              }}
+            >
+              {isDownloading ? <Trans>Stop</Trans> : <Trans>Cancel</Trans>}
+            </Button>
+
+            <Button
+              type="button"
+              onClick={() => void onDownload()}
+              loading={isDownloading}
+              disabled={envelopes.length === 0 || isOverDownloadLimit}
+            >
+              <Trans>Download</Trans>
+            </Button>
+          </DialogFooter>
+        </fieldset>
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -1,7 +1,7 @@
 import type { InternalClaimPlans } from '@documenso/ee/server-only/stripe/get-internal-claim-plans';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL, IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
 import { parseMessageDescriptorMacro } from '@documenso/lib/utils/i18n';
@@ -380,7 +380,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
        ))}

        <Link
-          to="https://documen.so/enterprise-cta"
+          to={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
          target="_blank"
          className="flex items-center space-x-2 rounded-md border bg-muted/30 p-4"
        >
@@ -275,9 +275,9 @@ export const ManagePublicTemplateDialog = ({

                          <TableCell>
                            {selectedTemplateId === row.id ? (
-                              <CheckCircle2Icon className="h-5 w-5 text-neutral-600 dark:text-neutral-200" />
+                              <CheckCircle2Icon className="h-5 w-5 text-foreground" />
                            ) : (
-                              <CircleIcon className="h-5 w-5 text-neutral-300 dark:text-neutral-600" />
+                              <CircleIcon className="h-5 w-5 text-muted-foreground/40" />
                            )}
                          </TableCell>
                        </TableRow>
@@ -17,28 +17,25 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Prisma } from '@prisma/client';
+import type { Team, TeamEmail, TeamEmailVerification } from '@prisma/client';
 import { useState } from 'react';
 import { useRevalidator } from 'react-router';

 export type TeamEmailDeleteDialogProps = {
  trigger?: React.ReactNode;
  teamName: string;
-  team: Prisma.TeamGetPayload<{
-    include: {
-      teamEmail: true;
-      emailVerification: {
-        select: {
-          expiresAt: true;
-          name: true;
-          email: true;
-        };
-      };
-    };
-  }>;
+  team: Pick<Team, 'id' | 'avatarImageId' | 'name'>;
+  teamEmail: Pick<TeamEmail, 'email' | 'name'> | null;
+  emailVerification: Pick<TeamEmailVerification, 'email' | 'name' | 'expiresAt'> | null;
 };

-export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDeleteDialogProps) => {
+export const TeamEmailDeleteDialog = ({
+  trigger,
+  teamName,
+  team,
+  teamEmail,
+  emailVerification,
+}: TeamEmailDeleteDialogProps) => {
  const [open, setOpen] = useState(false);

  const { _ } = useLingui();
@@ -83,11 +80,11 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
    });

  const onRemove = async () => {
-    if (team.teamEmail) {
+    if (teamEmail) {
      await deleteTeamEmail({ teamId: team.id });
    }

-    if (team.emailVerification) {
+    if (emailVerification) {
      await deleteTeamEmailVerification({ teamId: team.id });
    }

@@ -121,13 +118,13 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
          <AvatarWithText
            avatarClass="h-12 w-12"
            avatarSrc={formatAvatarUrl(team.avatarImageId)}
-            avatarFallback={extractInitials((team.teamEmail?.name || team.emailVerification?.name) ?? '')}
+            avatarFallback={extractInitials((teamEmail?.name || emailVerification?.name) ?? '')}
            primaryText={
              <span className="font-semibold text-foreground/80 text-sm">
-                {team.teamEmail?.name || team.emailVerification?.name}
+                {teamEmail?.name || emailVerification?.name}
              </span>
            }
-            secondaryText={<span className="text-sm">{team.teamEmail?.email || team.emailVerification?.email}</span>}
+            secondaryText={<span className="text-sm">{teamEmail?.email || emailVerification?.email}</span>}
          />
        </Alert>

@@ -23,7 +23,8 @@ import { useRevalidator } from 'react-router';
 import type { z } from 'zod';

 export type TeamEmailUpdateDialogProps = {
-  teamEmail: TeamEmail;
+  teamId: number;
+  teamEmail: Pick<TeamEmail, 'email' | 'name'>;
  trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;

@@ -33,7 +34,7 @@ const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({

 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;

-export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmailUpdateDialogProps) => {
+export const TeamEmailUpdateDialog = ({ teamId, teamEmail, trigger, ...props }: TeamEmailUpdateDialogProps) => {
  const [open, setOpen] = useState(false);

  const { t } = useLingui();
@@ -53,7 +54,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
  const onFormSubmit = async ({ name }: TUpdateTeamEmailFormSchema) => {
    try {
      await updateTeamEmail({
-        teamId: teamEmail.teamId,
+        teamId,
        data: {
          name,
        },
@@ -215,7 +215,7 @@ export const TemplateDirectLinkDialog = ({
                    {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
                      <li className="relative" key={index}>
                        <div className="absolute -left-12">
-                          <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 font-bold text-sm">
+                          <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-border font-bold text-sm">
                            {index + 1}
                          </div>
                        </div>
@@ -259,8 +259,8 @@ export const TemplateDirectLinkDialog = ({
              .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
                <DialogContent className="relative">
                  {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
-                    <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
-                      <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
+                    <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-background/50">
+                      <LoaderIcon className="h-6 w-6 animate-spin text-muted-foreground" />
                    </div>
                  )}

@@ -317,9 +317,9 @@ export const TemplateDirectLinkDialog = ({

                            <TableCell>
                              {selectedRecipientId === row.id ? (
-                                <CircleDotIcon className="h-5 w-5 text-neutral-300" />
+                                <CircleDotIcon className="h-5 w-5 text-muted-foreground/40" />
                              ) : (
-                                <CircleIcon className="h-5 w-5 text-neutral-300" />
+                                <CircleIcon className="h-5 w-5 text-muted-foreground/40" />
                              )}
                            </TableCell>
                          </TableRow>
@@ -1,6 +1,7 @@
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { ZSignDocumentEmbedDataSchema } from '@documenso/lib/types/embed-document-sign-schema';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
@@ -32,6 +33,7 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 import { BrandingLogo } from '~/components/general/branding-logo';
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
 import { injectCss } from '~/utils/css-vars';
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';

 import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
@@ -162,9 +164,12 @@ export const EmbedSignDocumentV1ClientPage = ({
        );
      }

+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`We were unable to submit this document at this time. Please try again later.`),
+        title: _(toastMessage.title),
+        description: _(toastMessage.description),
        variant: 'destructive',
      });
    }
@@ -26,6 +26,7 @@ import { useState } from 'react';
 import { match, P } from 'ts-pattern';

 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';

 import { useRequiredDocumentSigningContext } from '../../general/document-signing/document-signing-provider';
 import { DocumentSigningRejectDialog } from '../../general/document-signing/document-signing-reject-dialog';
@@ -141,9 +142,12 @@ export const MultiSignDocumentSigningView = ({
    } catch (err) {
      onDocumentError?.();

+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
      toast({
-        title: _(msg`Error`),
-        description: _(msg`Failed to complete the document. Please try again.`),
+        title: _(toastMessage.title),
+        description: _(toastMessage.description),
        variant: 'destructive',
      });
    } finally {
@@ -146,7 +146,7 @@ export const AvatarImageForm = ({ className, team, organisation }: AvatarImageFo
                    <div className="relative">
                      <Avatar className="h-16 w-16 border-2 border-solid">
                        {avatarImageId && <AvatarImage src={formatAvatarUrl(avatarImageId)} />}
-                        <AvatarFallback className="text-gray-400 text-sm">{initials}</AvatarFallback>
+                        <AvatarFallback className="text-muted-foreground text-sm">{initials}</AvatarFallback>
                      </Avatar>

                      {hasAvatarImage && (
@@ -29,6 +29,7 @@ import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';

 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';

 const ZBrandingPreferencesFormSchema = z.object({
  brandingEnabled: z.boolean().nullable(),
@@ -210,11 +211,13 @@ export function BrandingPreferencesForm({
            control={form.control}
            name="brandingEnabled"
            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Enable Custom Branding</Trans>
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Enable Custom Branding</Trans>}
+                testId="branding-enabled"
+              >
                <FormControl>
                  <Select
                    {...field}
@@ -252,7 +255,7 @@ export function BrandingPreferencesForm({
                    <Trans>Enable custom branding for all documents in this organisation</Trans>
                  )}
                </FormDescription>
-              </FormItem>
+              </InheritableField>
            )}
          />

@@ -263,11 +266,13 @@ export function BrandingPreferencesForm({
              control={form.control}
              name="brandingLogo"
              render={({ field: { value: _value, onChange, ...field } }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Branding Logo</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={!previewUrl}
+                  label={<Trans>Branding Logo</Trans>}
+                  testId="branding-logo"
+                >
                  <div className="flex flex-col gap-4">
                    <div className="relative h-48 w-full overflow-hidden rounded-lg border border-border bg-background">
                      {previewUrl ? (
@@ -345,7 +350,7 @@ export function BrandingPreferencesForm({
                      )}
                    </FormDescription>
                  </div>
-                </FormItem>
+                </InheritableField>
              )}
            />

@@ -353,11 +358,13 @@ export function BrandingPreferencesForm({
              control={form.control}
              name="brandingUrl"
              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Brand Website</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={!field.value}
+                  label={<Trans>Brand Website</Trans>}
+                  testId="branding-url"
+                >
                  <FormControl>
                    <Input type="url" placeholder="https://example.com" disabled={!isBrandingEnabled} {...field} />
                  </FormControl>
@@ -372,7 +379,7 @@ export function BrandingPreferencesForm({
                      </span>
                    )}
                  </FormDescription>
-                </FormItem>
+                </InheritableField>
              )}
            />

@@ -380,11 +387,13 @@ export function BrandingPreferencesForm({
              control={form.control}
              name="brandingCompanyDetails"
              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Brand Details</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={!field.value}
+                  label={<Trans>Brand Details</Trans>}
+                  testId="branding-company-details"
+                >
                  <FormControl>
                    <Textarea
                      placeholder={t`Enter your brand details`}
@@ -404,7 +413,7 @@ export function BrandingPreferencesForm({
                      </span>
                    )}
                  </FormDescription>
-                </FormItem>
+                </InheritableField>
              )}
            />
          </div>
@@ -0,0 +1,169 @@
+import { Form, FormControl, FormDescription, FormField } from '@documenso/ui/primitives/form/form';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import type { TeamGlobalSettings } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
+
+const ZCertificatePreferencesFormSchema = z.object({
+  includeSigningCertificate: z.boolean().nullable(),
+  includeAuditLog: z.boolean().nullable(),
+});
+
+export type TCertificatePreferencesFormSchema = z.infer<typeof ZCertificatePreferencesFormSchema>;
+
+type SettingsSubset = Pick<TeamGlobalSettings, 'includeSigningCertificate' | 'includeAuditLog'>;
+
+export type CertificatePreferencesFormProps = {
+  settings: SettingsSubset;
+  canInherit: boolean;
+  onFormSubmit: (data: TCertificatePreferencesFormSchema) => Promise<void>;
+};
+
+export const CertificatePreferencesForm = ({ settings, canInherit, onFormSubmit }: CertificatePreferencesFormProps) => {
+  const form = useForm<TCertificatePreferencesFormSchema>({
+    defaultValues: {
+      includeSigningCertificate: settings.includeSigningCertificate,
+      includeAuditLog: settings.includeAuditLog,
+    },
+    resolver: zodResolver(ZCertificatePreferencesFormSchema),
+  });
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
+  return (
+    <Form {...form}>
+      <form onSubmit={handleFormSubmit}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+          <FormField
+            control={form.control}
+            name="includeSigningCertificate"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Include the Signing Certificate in the Document</Trans>}
+                testId="include-signing-certificate"
+              >
+                <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"
+                      data-testid="include-signing-certificate-trigger"
+                    >
+                      <SelectValue />
+                    </SelectTrigger>
+
+                    <SelectContent>
+                      <SelectItem value="true">
+                        <Trans>Yes</Trans>
+                      </SelectItem>
+
+                      <SelectItem value="false">
+                        <Trans>No</Trans>
+                      </SelectItem>
+
+                      {canInherit && (
+                        <SelectItem value={'-1'}>
+                          <Trans>Inherit from organisation</Trans>
+                        </SelectItem>
+                      )}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the signing certificate will be included in the document when it is downloaded. The
+                    signing certificate can still be downloaded from the logs page separately.
+                  </Trans>
+                </FormDescription>
+              </InheritableField>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="includeAuditLog"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Include the Audit Logs in the Document</Trans>}
+                testId="include-audit-log"
+              >
+                <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"
+                      data-testid="include-audit-log-trigger"
+                    >
+                      <SelectValue />
+                    </SelectTrigger>
+
+                    <SelectContent>
+                      <SelectItem value="true">
+                        <Trans>Yes</Trans>
+                      </SelectItem>
+
+                      <SelectItem value="false">
+                        <Trans>No</Trans>
+                      </SelectItem>
+
+                      {canInherit && (
+                        <SelectItem value={'-1'}>
+                          <Trans>Inherit from organisation</Trans>
+                        </SelectItem>
+                      )}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the audit logs will be included in the document when it is downloaded. The audit
+                    logs can still be downloaded from the logs page separately.
+                  </Trans>
+                </FormDescription>
+              </InheritableField>
+            )}
+          />
+
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};
@@ -1,12 +1,8 @@
 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 { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
 import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
-import {
-  type TEnvelopeExpirationPeriod,
-  ZEnvelopeExpirationPeriod,
-} from '@documenso/lib/constants/envelope-expiration';
-import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
 import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
@@ -16,36 +12,24 @@ import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documens
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
-import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
-import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
-import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Combobox } from '@documenso/ui/primitives/combobox';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
+import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
 import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg, t } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
+import { DocumentVisibility, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
-
 import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
-
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';

 /**
 * Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -56,15 +40,10 @@ export type TDocumentPreferencesFormSchema = {
  documentLanguage: (typeof SUPPORTED_LANGUAGE_CODES)[number] | null;
  documentTimezone: string | null;
  documentDateFormat: TDocumentMetaDateFormat | null;
-  includeSenderDetails: boolean | null;
-  includeSigningCertificate: boolean | null;
-  includeAuditLog: boolean | null;
  signatureTypes: DocumentSignatureType[];
  defaultRecipients: TDefaultRecipients | null;
  delegateDocumentOwnership: boolean | null;
  aiFeaturesEnabled: boolean | null;
-  envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
-  reminderSettings: TEnvelopeReminderSettings | null;
 };

 type SettingsSubset = Pick<
@@ -73,23 +52,17 @@ type SettingsSubset = Pick<
  | 'documentLanguage'
  | 'documentTimezone'
  | 'documentDateFormat'
-  | 'includeSenderDetails'
-  | 'includeSigningCertificate'
-  | 'includeAuditLog'
  | 'typedSignatureEnabled'
  | 'uploadSignatureEnabled'
  | 'drawSignatureEnabled'
  | 'defaultRecipients'
  | 'delegateDocumentOwnership'
  | 'aiFeaturesEnabled'
-  | 'envelopeExpirationPeriod'
-  | 'reminderSettings'
 >;

 export type DocumentPreferencesFormProps = {
  settings: SettingsSubset;
  canInherit: boolean;
-  isAiFeaturesConfigured?: boolean;
  onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };

@@ -101,50 +74,34 @@ const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPr
    documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
    documentTimezone: settings.documentTimezone,
    documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
-    includeSenderDetails: settings.includeSenderDetails,
-    includeSigningCertificate: settings.includeSigningCertificate,
-    includeAuditLog: settings.includeAuditLog,
    signatureTypes: extractTeamSignatureSettings({ ...settings }),
    defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
    delegateDocumentOwnership: settings.delegateDocumentOwnership,
    aiFeaturesEnabled: settings.aiFeaturesEnabled,
-    envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
-    reminderSettings: settings.reminderSettings ?? null,
  };
 };

-export const DocumentPreferencesForm = ({
-  settings,
-  onFormSubmit,
-  canInherit,
-  isAiFeaturesConfigured = false,
-}: DocumentPreferencesFormProps) => {
+export const DocumentPreferencesForm = ({ settings, onFormSubmit, canInherit }: DocumentPreferencesFormProps) => {
  const { _ } = useLingui();
-  const { user, organisations } = useSession();
+  const { organisations } = useSession();
  const currentOrganisation = useCurrentOrganisation();
  const optionalTeam = useOptionalCurrentTeam();

-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-  const isPersonalOrganisation = currentOrganisation.type === OrganisationType.PERSONAL;
+  const isAiFeaturesConfigured = IS_AI_FEATURES_CONFIGURED();

-  const placeholderEmail = user.email ?? 'user@example.com';
+  const isPersonalLayoutMode = isPersonalLayout(organisations);

  const ZDocumentPreferencesFormSchema = z.object({
    documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
    documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
    documentTimezone: z.string().nullable(),
    documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
-    includeSenderDetails: z.boolean().nullable(),
-    includeSigningCertificate: z.boolean().nullable(),
-    includeAuditLog: z.boolean().nullable(),
    signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
      message: msg`At least one signature type must be enabled`.id,
    }),
    defaultRecipients: ZDefaultRecipientsSchema.nullable(),
    delegateDocumentOwnership: z.boolean().nullable(),
    aiFeaturesEnabled: z.boolean().nullable(),
-    envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
-    reminderSettings: ZEnvelopeReminderSettings.nullable(),
  });

  const defaultValues = getDocumentPreferencesFormValues(settings);
@@ -189,17 +146,19 @@ export const DocumentPreferencesForm = ({
  return (
    <Form {...form}>
      <form onSubmit={handleFormSubmit}>
-        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
          {!isPersonalLayoutMode && (
            <FormField
              control={form.control}
              name="documentVisibility"
              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Default Document Visibility</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>Default Document Visibility</Trans>}
+                  testId="document-visibility"
+                >
                  <FormControl>
                    <Select
                      {...field}
@@ -236,7 +195,7 @@ export const DocumentPreferencesForm = ({
                  <FormDescription>
                    <Trans>Controls the default visibility of an uploaded document.</Trans>
                  </FormDescription>
-                </FormItem>
+                </InheritableField>
              )}
            />
          )}
@@ -245,11 +204,13 @@ export const DocumentPreferencesForm = ({
            control={form.control}
            name="documentLanguage"
            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Document Language</Trans>
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Document Language</Trans>}
+                testId="document-language"
+              >
                <FormControl>
                  <Select
                    {...field}
@@ -283,7 +244,7 @@ export const DocumentPreferencesForm = ({
                    communications with the recipients.
                  </Trans>
                </FormDescription>
-              </FormItem>
+              </InheritableField>
            )}
          />

@@ -291,11 +252,12 @@ export const DocumentPreferencesForm = ({
            control={form.control}
            name="documentDateFormat"
            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Default Date Format</Trans>
-                </FormLabel>
-
+              <InheritableField
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Date Format</Trans>}
+                testId="document-date-format"
+              >
                <FormControl>
                  <Select
                    value={field.value === null ? '-1' : field.value}
@@ -322,7 +284,7 @@ export const DocumentPreferencesForm = ({
                </FormControl>

                <FormMessage />
-              </FormItem>
+              </InheritableField>
            )}
          />

@@ -330,11 +292,12 @@ export const DocumentPreferencesForm = ({
            control={form.control}
            name="documentTimezone"
            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Default Time Zone</Trans>
-                </FormLabel>
-
+              <InheritableField
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Time Zone</Trans>}
+                testId="document-timezone"
+              >
                <FormControl>
                  <Combobox
                    triggerPlaceholder={canInherit ? t`Inherit from organisation` : t`Local timezone`}
@@ -347,7 +310,7 @@ export const DocumentPreferencesForm = ({
                </FormControl>

                <FormMessage />
-              </FormItem>
+              </InheritableField>
            )}
          />

@@ -355,12 +318,18 @@ export const DocumentPreferencesForm = ({
            control={form.control}
            name="signatureTypes"
            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel className="flex flex-row items-center">
-                  <Trans>Default Signature Settings</Trans>
-                  <DocumentSignatureSettingsTooltip />
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={canInherit && (field.value === null || field.value.length === 0)}
+                label={
+                  <span className="flex flex-row items-center">
+                    <Trans>Default Signature Settings</Trans>
+                    <DocumentSignatureSettingsTooltip />
+                  </span>
+                }
+                testId="signature-types"
+              >
                <FormControl>
                  <MultiSelectCombobox
                    options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
@@ -383,179 +352,7 @@ export const DocumentPreferencesForm = ({
                    <Trans>Controls which signatures are allowed to be used when signing a document.</Trans>
                  </FormDescription>
                )}
-              </FormItem>
-            )}
-          />
-
-          {!isPersonalLayoutMode && !isPersonalOrganisation && (
-            <FormField
-              control={form.control}
-              name="includeSenderDetails"
-              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Send on Behalf of Team</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"
-                        data-testid="include-sender-details-trigger"
-                      >
-                        <SelectValue />
-                      </SelectTrigger>
-
-                      <SelectContent>
-                        <SelectItem value="true">
-                          <Trans>Yes</Trans>
-                        </SelectItem>
-
-                        <SelectItem value="false">
-                          <Trans>No</Trans>
-                        </SelectItem>
-
-                        {canInherit && (
-                          <SelectItem value={'-1'}>
-                            <Trans>Inherit from organisation</Trans>
-                          </SelectItem>
-                        )}
-                      </SelectContent>
-                    </Select>
-                  </FormControl>
-
-                  <div className="pt-2">
-                    <div className="font-medium text-muted-foreground text-xs">
-                      <Trans>Preview</Trans>
-                    </div>
-
-                    <Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
-                      {field.value ? (
-                        <Trans>
-                          "{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
-                        </Trans>
-                      ) : (
-                        <Trans>"Team Name" has invited you to sign "example document".</Trans>
-                      )}
-                    </Alert>
-                  </div>
-
-                  <FormDescription>
-                    <Trans>
-                      Controls the formatting of the message that will be sent when inviting a recipient to sign a
-                      document. If a custom message has been provided while configuring the document, it will be used
-                      instead.
-                    </Trans>
-                  </FormDescription>
-                </FormItem>
-              )}
-            />
-          )}
-
-          <FormField
-            control={form.control}
-            name="includeSigningCertificate"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Include the Signing Certificate in the Document</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"
-                      data-testid="include-signing-certificate-trigger"
-                    >
-                      <SelectValue />
-                    </SelectTrigger>
-
-                    <SelectContent>
-                      <SelectItem value="true">
-                        <Trans>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the signing certificate will be included in the document when it is downloaded. The
-                    signing certificate can still be downloaded from the logs page separately.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="includeAuditLog"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Include the Audit Logs in the Document</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>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the audit logs will be included in the document when it is downloaded. The audit
-                    logs can still be downloaded from the logs page separately.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
+              </InheritableField>
            )}
          />

@@ -566,11 +363,13 @@ export const DocumentPreferencesForm = ({
              const recipients = field.value ?? [];

              return (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Default Recipients</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>Default Recipients</Trans>}
+                  testId="default-recipients"
+                >
                  {canInherit && (
                    <Select
                      value={field.value === null ? '-1' : '0'}
@@ -638,7 +437,7 @@ export const DocumentPreferencesForm = ({
                  <FormDescription>
                    <Trans>Recipients that will be automatically added to new documents.</Trans>
                  </FormDescription>
-                </FormItem>
+                </InheritableField>
              );
            }}
          />
@@ -647,11 +446,13 @@ export const DocumentPreferencesForm = ({
            control={form.control}
            name="delegateDocumentOwnership"
            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Delegate Document Ownership</Trans>
-                </FormLabel>
-
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Delegate Document Ownership</Trans>}
+                testId="delegate-document-ownership"
+              >
                <Select
                  {...field}
                  value={field.value === null ? '-1' : field.value.toString()}
@@ -681,65 +482,7 @@ export const DocumentPreferencesForm = ({
                <FormDescription>
                  <Trans>Enable team API tokens to delegate document ownership to another team member.</Trans>
                </FormDescription>
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="envelopeExpirationPeriod"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Envelope Expiration</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <ExpirationPeriodPicker
-                    value={field.value}
-                    onChange={field.onChange}
-                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
-                  />
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls how long recipients have to complete signing before the document expires. After expiration,
-                    recipients can no longer sign the document.
-                  </Trans>
-                </FormDescription>
-
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="reminderSettings"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Signing Reminders</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <ReminderSettingsPicker
-                    value={field.value}
-                    onChange={field.onChange}
-                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
-                  />
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls when and how often reminder emails are sent to recipients who have not yet completed
-                    signing.
-                  </Trans>
-                </FormDescription>
-
-                <FormMessage />
-              </FormItem>
+              </InheritableField>
            )}
          />

@@ -748,11 +491,13 @@ export const DocumentPreferencesForm = ({
              control={form.control}
              name="aiFeaturesEnabled"
              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>AI Features</Trans>
-                  </FormLabel>
-
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>AI Features</Trans>}
+                  testId="ai-features-enabled"
+                >
                  <FormControl>
                    <Select
                      {...field}
@@ -790,7 +535,7 @@ export const DocumentPreferencesForm = ({
                      prefer European regions where available.
                    </Trans>
                  </FormDescription>
-                </FormItem>
+                </InheritableField>
              )}
            />
          )}
@@ -806,7 +551,6 @@ export const DocumentPreferencesForm = ({
                  onReset={handleResetToDefaults}
                  showAiFeatures={isAiFeaturesConfigured}
                  showDocumentVisibility={!isPersonalLayoutMode}
-                  showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
                />
              ) : undefined
            }
@@ -1,9 +1,11 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { FROM_ADDRESS } from '@documenso/lib/constants/email';
 import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { trpc } from '@documenso/trpc/react';
 import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import { Alert } from '@documenso/ui/primitives/alert';
 import {
  Form,
  FormControl,
@@ -17,22 +19,27 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
+import { OrganisationType, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';

 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';

 const ZEmailPreferencesFormSchema = z.object({
  emailId: z.string().nullable(),
  emailReplyTo: zEmail().nullable(),
  // emailReplyToName: z.string(),
  emailDocumentSettings: ZDocumentEmailSettingsSchema.nullable(),
+  includeSenderDetails: z.boolean().nullable(),
 });

 export type TEmailPreferencesFormSchema = z.infer<typeof ZEmailPreferencesFormSchema>;

-type SettingsSubset = Pick<TeamGlobalSettings, 'emailId' | 'emailReplyTo' | 'emailDocumentSettings'>;
+type SettingsSubset = Pick<
+  TeamGlobalSettings,
+  'emailId' | 'emailReplyTo' | 'emailDocumentSettings' | 'includeSenderDetails'
+>;

 export type EmailPreferencesFormProps = {
  settings: SettingsSubset;
@@ -41,14 +48,20 @@ export type EmailPreferencesFormProps = {
 };

 export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: EmailPreferencesFormProps) => {
+  const { user } = useSession();
  const organisation = useCurrentOrganisation();

+  const isPersonalOrganisation = organisation.type === OrganisationType.PERSONAL;
+
+  const placeholderEmail = user.email ?? 'user@example.com';
+
  const form = useForm<TEmailPreferencesFormSchema>({
    defaultValues: {
      emailId: settings.emailId,
      emailReplyTo: settings.emailReplyTo,
      // emailReplyToName: settings.emailReplyToName,
      emailDocumentSettings: settings.emailDocumentSettings,
+      includeSenderDetails: settings.includeSenderDetails,
    },
    resolver: zodResolver(ZEmailPreferencesFormSchema),
  });
@@ -75,7 +88,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
  return (
    <Form {...form}>
      <form onSubmit={handleFormSubmit}>
-        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
          {organisation.organisationClaim.flags.emailDomains && (
            <FormField
              control={form.control}
@@ -122,10 +135,12 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
            control={form.control}
            name="emailReplyTo"
            render={({ field }) => (
-              <FormItem>
-                <FormLabel>
-                  <Trans>Reply to email</Trans>
-                </FormLabel>
+              <InheritableField
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Reply to email</Trans>}
+                testId="email-reply-to"
+              >
                <FormControl>
                  <Input
                    {...field}
@@ -146,7 +161,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
                    </span>
                  )}
                </FormDescription>
-              </FormItem>
+              </InheritableField>
            )}
          />

@@ -170,10 +185,13 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
            control={form.control}
            name="emailDocumentSettings"
            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Email Settings</Trans>
-                </FormLabel>
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Email Settings</Trans>}
+                testId="email-document-settings"
+              >
                {canInherit && (
                  <Select
                    value={field.value === null ? 'INHERIT' : 'CONTROLLED'}
@@ -212,10 +230,83 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
                    settings will not affect existing documents or templates.
                  </Trans>
                </FormDescription>
-              </FormItem>
+              </InheritableField>
            )}
          />

+          {!isPersonalOrganisation && (
+            <FormField
+              control={form.control}
+              name="includeSenderDetails"
+              render={({ field }) => (
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>Send on Behalf of Team</Trans>}
+                  testId="include-sender-details"
+                >
+                  <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"
+                        data-testid="include-sender-details-trigger"
+                      >
+                        <SelectValue />
+                      </SelectTrigger>
+
+                      <SelectContent>
+                        <SelectItem value="true">
+                          <Trans>Yes</Trans>
+                        </SelectItem>
+
+                        <SelectItem value="false">
+                          <Trans>No</Trans>
+                        </SelectItem>
+
+                        {canInherit && (
+                          <SelectItem value={'-1'}>
+                            <Trans>Inherit from organisation</Trans>
+                          </SelectItem>
+                        )}
+                      </SelectContent>
+                    </Select>
+                  </FormControl>
+
+                  <div className="pt-2">
+                    <div className="font-medium text-muted-foreground text-xs">
+                      <Trans>Preview</Trans>
+                    </div>
+
+                    <Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
+                      {field.value ? (
+                        <Trans>
+                          "{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
+                        </Trans>
+                      ) : (
+                        <Trans>"Team Name" has invited you to sign "example document".</Trans>
+                      )}
+                    </Alert>
+                  </div>
+
+                  <FormDescription>
+                    <Trans>
+                      Controls the formatting of the message that will be sent when inviting a recipient to sign a
+                      document. If a custom message has been provided while configuring the document, it will be used
+                      instead.
+                    </Trans>
+                  </FormDescription>
+                </InheritableField>
+              )}
+            />
+          )}
+
          <FormStickySaveBar
            isDirty={form.formState.isDirty}
            isSubmitting={form.formState.isSubmitting}
@@ -5,6 +5,22 @@ import { AnimatePresence, motion } from 'framer-motion';
 import { AlertTriangleIcon } from 'lucide-react';
 import { type ReactNode, useEffect, useRef, useState } from 'react';

+const getScrollParent = (node: HTMLElement): HTMLElement | null => {
+  let current = node.parentElement;
+
+  while (current) {
+    const { overflowY } = getComputedStyle(current);
+
+    if (overflowY === 'auto' || overflowY === 'scroll') {
+      return current;
+    }
+
+    current = current.parentElement;
+  }
+
+  return null;
+};
+
 export type FormStickySaveBarProps = {
  isDirty: boolean;
  isSubmitting: boolean;
@@ -43,14 +59,18 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefau
    }

    // The sentinel sits at the bar's resting position (the end of the form). While the
-    // bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
-    // view); once you reach the form's end it comes into view and the bar settles.
+    // bar is stuck to the bottom of the scroll container the sentinel is scrolled past
+    // (out of view); once you reach the form's end it comes into view and the bar settles.
+    //
+    // Observe relative to the actual scroll container (not always the viewport) so a
+    // banner shifting the page can't desync the detection from the sticky bar — both
+    // then share the same reference box.
    const observer = new IntersectionObserver(
      ([entry]) => {
        setIsStuck(!entry.isIntersecting);
      },
      {
-        root: null,
+        root: getScrollParent(sentinel),
        rootMargin: '0px 0px -24px 0px',
        threshold: 0,
      },
@@ -0,0 +1,51 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { FormItem, FormLabel } from '@documenso/ui/primitives/form/form';
+import { Trans } from '@lingui/react/macro';
+import type { ReactNode } from 'react';
+
+export type InheritableFieldProps = {
+  isInherited: boolean;
+  canInherit: boolean;
+  label: ReactNode;
+  children: ReactNode;
+  className?: string;
+  testId?: string;
+};
+
+export const InheritableField = ({
+  isInherited,
+  canInherit,
+  label,
+  children,
+  className,
+  testId,
+}: InheritableFieldProps) => {
+  if (!canInherit) {
+    return (
+      <FormItem className={className}>
+        <FormLabel>{label}</FormLabel>
+        {children}
+      </FormItem>
+    );
+  }
+
+  return (
+    <FormItem className={className} data-testid={testId ? `inheritable-${testId}` : undefined}>
+      <FormLabel className="flex items-center gap-2">
+        {label}
+        <span
+          className={cn(
+            'rounded px-1.5 py-0.5 font-bold text-[9px] uppercase tracking-wide',
+            isInherited
+              ? 'bg-muted text-muted-foreground'
+              : 'bg-amber-100 text-amber-800 dark:bg-amber-950 dark:text-amber-300',
+          )}
+          data-testid={testId ? `${testId}-status` : undefined}
+        >
+          {isInherited ? <Trans>Inherited</Trans> : <Trans>Override</Trans>}
+        </span>
+      </FormLabel>
+      {children}
+    </FormItem>
+  );
+};
@@ -56,7 +56,7 @@ export const OrganisationUpdateForm = () => {
      await refreshSession();

      if (url !== organisation.url) {
-        await navigate(`/o/${url}/settings`);
+        await navigate(`/o/${url}/settings/general`);
      }

      toast({
@@ -0,0 +1,134 @@
+import {
+  type TEnvelopeExpirationPeriod,
+  ZEnvelopeExpirationPeriod,
+} from '@documenso/lib/constants/envelope-expiration';
+import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
+import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
+import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
+import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import type { TeamGlobalSettings } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
+
+const ZReminderPreferencesFormSchema = z.object({
+  envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
+  reminderSettings: ZEnvelopeReminderSettings.nullable(),
+});
+
+export type TReminderPreferencesFormSchema = {
+  envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
+  reminderSettings: TEnvelopeReminderSettings | null;
+};
+
+type SettingsSubset = Pick<TeamGlobalSettings, 'envelopeExpirationPeriod' | 'reminderSettings'>;
+
+export type ReminderPreferencesFormProps = {
+  settings: SettingsSubset;
+  canInherit: boolean;
+  onFormSubmit: (data: TReminderPreferencesFormSchema) => Promise<void>;
+};
+
+export const ReminderPreferencesForm = ({ settings, canInherit, onFormSubmit }: ReminderPreferencesFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TReminderPreferencesFormSchema>({
+    defaultValues: {
+      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
+      reminderSettings: settings.reminderSettings ?? null,
+    },
+    resolver: zodResolver(ZReminderPreferencesFormSchema),
+  });
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
+  return (
+    <Form {...form}>
+      <form onSubmit={handleFormSubmit}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+          <FormField
+            control={form.control}
+            name="envelopeExpirationPeriod"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Envelope Expiration</Trans>}
+                testId="envelope-expiration-period"
+              >
+                <FormControl>
+                  <ExpirationPeriodPicker
+                    value={field.value}
+                    onChange={field.onChange}
+                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
+                  />
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls how long recipients have to complete signing before the document expires. After expiration,
+                    recipients can no longer sign the document.
+                  </Trans>
+                </FormDescription>
+
+                <FormMessage />
+              </InheritableField>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="reminderSettings"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Signing Reminders</Trans>}
+                testId="reminder-settings"
+              >
+                <FormControl>
+                  <ReminderSettingsPicker
+                    value={field.value}
+                    onChange={field.onChange}
+                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
+                  />
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls when and how often reminder emails are sent to recipients who have not yet completed
+                    signing.
+                  </Trans>
+                </FormDescription>
+
+                <FormMessage />
+              </InheritableField>
+            )}
+          />
+
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};
@@ -1,5 +1,6 @@
 import { authClient } from '@documenso/auth/client';
 import { AuthenticationErrorCode } from '@documenso/auth/server/lib/errors/error-codes';
+import { formatPath } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
@@ -44,7 +45,7 @@ const handleFallbackErrorMessages = (code: string) => {
  return message;
 };

-const LOGIN_REDIRECT_PATH = '/';
+const LOGIN_REDIRECT_PATH = formatPath('/');

 export const ZSignInFormSchema = z.object({
  email: zEmail().min(1),
@@ -65,7 +65,7 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
      });

      if (url !== teamUrl) {
-        await navigate(`/t/${url}/settings`);
+        await navigate(`/t/${url}/settings/general`);
      }
    } catch (err) {
      const error = AppError.parseError(err);
@@ -1,5 +1,6 @@
 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { formatPath } from '@documenso/lib/constants/app';
 import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import {
  DOCUMENTS_PAGE_SHORTCUT,
@@ -18,7 +19,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { keepPreviousData } from '@tanstack/react-query';
-import { commandScore } from 'cmdk/dist/command-score';
+import { defaultFilter as commandScore } from 'cmdk';
 import {
  ArrowLeftIcon,
  CheckIcon,
@@ -287,7 +288,7 @@ export const AppCommandMenu = ({ open, onOpenChange }: AppCommandMenuProps) => {
      {
        id: 'settings-main',
        label: msg`Settings`,
-        path: '/settings',
+        path: '/settings/profile',
        icon: SettingsIcon,
        shortcut: SETTINGS_PAGE_SHORTCUT.replace('+', ''),
      },
@@ -389,7 +390,7 @@ export const AppCommandMenu = ({ open, onOpenChange }: AppCommandMenuProps) => {

  const formatChipCount = (count: number, isCapped: boolean) => (isCapped ? `≥${count}` : `${count}`);

-  const goToSettings = useCallback(() => push('/settings'), [push]);
+  const goToSettings = useCallback(() => push('/settings/profile'), [push]);
  const goToDocuments = useCallback(() => {
    if (teamUrl) {
      push(`/t/${teamUrl}/documents?status=ALL`);
@@ -862,7 +863,7 @@ const PromptLanguageCommands = ({

      formData.append('lang', lang);

-      const response = await fetch('/api/locale', {
+      const response = await fetch(formatPath('/api/locale'), {
        method: 'post',
        body: formData,
      });
@@ -1,5 +1,3 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { getRootHref } from '@documenso/lib/utils/params';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -14,16 +12,16 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { AppCommandMenu } from './app-command-menu';
 import { AppNavDesktop } from './app-nav-desktop';
 import { AppNavMobile } from './app-nav-mobile';
-import { MenuSwitcher } from './menu-switcher';
 import { OrgMenuSwitcher } from './org-menu-switcher';

-export type HeaderProps = HTMLAttributes<HTMLDivElement>;
+export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
+  /** Span the full viewport width instead of the centered max-w-screen-xl container. */
+  fullWidth?: boolean;
+};

-export const Header = ({ className, ...props }: HeaderProps) => {
+export const Header = ({ className, fullWidth = false, ...props }: HeaderProps) => {
  const params = useParams();

-  const { organisations } = useSession();
-
  const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
  const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
  const [scrollY, setScrollY] = useState(0);
@@ -51,12 +49,18 @@ export const Header = ({ className, ...props }: HeaderProps) => {
    <header
      className={cn(
        'sticky top-0 z-[60] flex h-16 w-full items-center border-b border-b-transparent bg-background/95 backdrop-blur duration-200 supports-backdrop-blur:bg-background/60',
-        scrollY > 5 && 'border-b-border',
+        (scrollY > 5 || fullWidth) && 'border-b-border',
        className,
      )}
      {...props}
    >
-      <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
+      <div
+        className={cn(
+          'mx-auto flex w-full items-center justify-between gap-x-4 px-4 md:justify-normal',
+          fullWidth ? 'md:px-6' : 'max-w-screen-xl md:px-8',
+        )}
+        data-testid="app-header-container"
+      >
        <Link
          to={getRootHref(params)}
          className="hidden rounded-md ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 md:inline"
@@ -78,7 +82,9 @@ export const Header = ({ className, ...props }: HeaderProps) => {
          </Link>
        </Button>

-        <div className="md:ml-4">{isPersonalLayout(organisations) ? <MenuSwitcher /> : <OrgMenuSwitcher />}</div>
+        <div className="md:ml-4">
+          <OrgMenuSwitcher />
+        </div>

        <div className="flex flex-row items-center space-x-4 md:hidden">
          <button onClick={() => setIsCommandMenuOpen(true)}>
@@ -1,5 +1,4 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
@@ -37,8 +36,8 @@ export const AppNavDesktop = ({ className, setIsCommandMenuOpen, ...props }: App
  const menuNavigationLinks = useMemo(() => {
    let teamUrl = currentTeam?.url || null;

-    if (!teamUrl && isPersonalLayout(organisations)) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
+      teamUrl = organisations[0].teams[0].url;
    }

    if (!teamUrl) {
@@ -1,7 +1,6 @@
 import LogoImage from '@documenso/assets/logo.png';
 import { authClient } from '@documenso/auth/client';
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { Sheet, SheetContent } from '@documenso/ui/primitives/sheet';
 import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
@@ -40,8 +39,8 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
  const menuNavigationLinks = useMemo(() => {
    let teamUrl = currentTeam?.url || null;

-    if (!teamUrl && isPersonalLayout(organisations)) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
+      teamUrl = organisations[0].teams[0].url;
    }

    if (!teamUrl) {
@@ -317,7 +317,6 @@ export const IndividualPersonalLayoutCheckoutButton = ({
      const createSubscriptionResponse = await createSubscription({
        organisationId: organisations[0].id,
        priceId,
-        isPersonalLayoutMode: true,
      });

      window.location.href = createSubscriptionResponse.redirectUrl;
@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { DialogFooter } from '@documenso/ui/primitives/dialog';
@@ -34,7 +35,9 @@ export const DocumentSigningAuthAccount = ({
      const currentPath = `${window.location.pathname}${window.location.search}${window.location.hash}`;

      await authClient.signOut({
-        redirectPath: `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        redirectPath: formatPath(
+          `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        ),
      });
    } catch {
      setIsSigningOut(false);
@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
@@ -21,10 +22,10 @@ export const DocumentSigningAuthPageView = ({ email, emailHasAccount }: Document
    try {
      setIsSigningOut(true);

-      let redirectPath = '/signin';
+      let redirectPath = formatPath('/signin');

      if (email) {
-        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
+        redirectPath = emailHasAccount ? formatPath(`/signin#email=${email}`) : formatPath(`/signup#email=${email}`);
      }

      await authClient.signOut({
@@ -14,6 +14,7 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
@@ -27,6 +28,8 @@ import { useEmbedSigningContext } from '~/components/embed/embed-signing-context
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';

+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';

 export type DocumentSigningCompleteDialogProps = {
@@ -85,7 +88,8 @@ export const DocumentSigningCompleteDialog = ({
  position,
  disableNameInput = false,
 }: DocumentSigningCompleteDialogProps) => {
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
+  const { toast } = useToast();

  const [showDialog, setShowDialog] = useState(false);

@@ -174,6 +178,18 @@ export const DocumentSigningCompleteDialog = ({

        return;
      }
+
+      // This dialog owns the completion error toast for every signing surface
+      // so the user gets a specific, actionable message. Callers should run
+      // their own side effects (e.g. embeds posting document-error) and
+      // rethrow rather than toasting themselves.
+      const toastMessage = getSigningCompletionErrorMessage(err.code);
+
+      toast({
+        title: i18n._(toastMessage.title),
+        description: i18n._(toastMessage.description),
+        variant: 'destructive',
+      });
    }
  };

@@ -155,7 +155,7 @@ export const DocumentSigningFieldContainer = ({
      {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) && field.fieldMeta?.label && (
        <div
          className={cn(
-            'absolute -top-16 right-0 left-0 rounded-md p-2 text-center text-gray-700 text-xs',
+            'absolute -top-16 right-0 left-0 rounded-md p-2 text-center text-foreground text-xs',
            {
              'border border-border bg-foreground/5': !field.inserted,
            },
@@ -1,3 +1,4 @@
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
 import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
@@ -19,6 +20,8 @@ import { useId, useMemo, useState } from 'react';
 import { Controller, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';

+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { AssistantConfirmationDialog, type NextSigner } from '../../dialogs/assistant-confirmation-dialog';
 import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
@@ -100,9 +103,12 @@ export const DocumentSigningForm = ({
    try {
      await completeDocument({ nextSigner });
    } catch (err) {
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
      toast({
-        title: _(msg`Error`),
-        description: _(msg`An error occurred while completing the document. Please try again.`),
+        title: _(toastMessage.title),
+        description: _(toastMessage.description),
        variant: 'destructive',
      });

@@ -80,7 +80,7 @@ export const DocumentSigningPageViewV2 = () => {
  }, [recipientFieldsRemaining, selectedAssistantRecipientFields, currentEnvelopeItem]);

  return (
-    <div className="min-h-screen w-screen bg-gray-50 dark:bg-background">
+    <div className="min-h-screen w-screen bg-muted dark:bg-background">
      <SignFieldEmailDialog.Root />
      <SignFieldTextDialog.Root />
      <SignFieldNumberDialog.Root />
@@ -146,14 +146,17 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
      {isLoading && <DocumentSigningFieldsLoader />}

      {!field.inserted && (
-        <RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10 my-0.5 gap-y-1">
+        <RadioGroup
+          value={selectedOption}
+          onValueChange={(value) => handleSelectItem(value)}
+          className="z-10 my-0.5 gap-y-1"
+        >
          {values?.map((item, index) => (
            <div key={index} className="flex items-center">
              <RadioGroupItem
                className="h-3 w-3 shrink-0"
                value={item.value}
                id={`option-${field.id}-${item.id}`}
-                checked={item.checked}
                disabled={isReadOnly}
              />
              {!item.value.includes('empty-value-') && item.value && (
@@ -167,14 +170,13 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
      )}

      {field.inserted && (
-        <RadioGroup className="my-0.5 gap-y-1">
+        <RadioGroup value={field.customText ?? ''} className="my-0.5 gap-y-1">
          {values?.map((item, index) => (
            <div key={index} className="flex items-center">
              <RadioGroupItem
                className="h-3 w-3"
                value={item.value}
                id={`option-${field.id}-${item.id}`}
-                checked={item.value === field.customText}
                disabled={isReadOnly}
              />
              {!item.value.includes('empty-value-') && item.value && (
@@ -75,7 +75,7 @@ export const DocumentPageViewRecentActivity = ({ documentId, userId }: DocumentP
                </div>

                <div className="relative flex h-6 w-6 flex-none items-center justify-center bg-widget">
-                  <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-gray-300 dark:ring-neutral-600" />
+                  <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-border" />
                </div>

                <button
@@ -109,27 +109,27 @@ export const DocumentPageViewRecentActivity = ({ documentId, userId }: DocumentP
                <div className="relative flex h-6 w-6 flex-none items-center justify-center bg-widget text-foreground/40">
                  {match(auditLog.type)
                    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_COMPLETED, () => (
-                      <div className="rounded-full border border-gray-300 bg-widget p-1 dark:border-neutral-600">
+                      <div className="rounded-full border border-border bg-widget p-1">
                        <CheckCheckIcon className="h-3 w-3" aria-hidden="true" />
                      </div>
                    ))
                    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED, () => (
-                      <div className="rounded-full border border-gray-300 bg-widget p-1 dark:border-neutral-600">
+                      <div className="rounded-full border border-border bg-widget p-1">
                        <CheckIcon className="h-3 w-3" aria-hidden="true" />
                      </div>
                    ))
                    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED, () => (
-                      <div className="rounded-full border border-gray-300 bg-widget p-1 dark:border-neutral-600">
+                      <div className="rounded-full border border-border bg-widget p-1">
                        <AlertTriangle className="h-3 w-3" aria-hidden="true" />
                      </div>
                    ))
                    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED, () => (
-                      <div className="rounded-full border border-gray-300 bg-widget p-1 dark:border-neutral-600">
+                      <div className="rounded-full border border-border bg-widget p-1">
                        <MailOpen className="h-3 w-3" aria-hidden="true" />
                      </div>
                    ))
                    .otherwise(() => (
-                      <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-gray-300 dark:ring-neutral-600" />
+                      <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-border" />
                    ))}
                </div>

@@ -2,38 +2,24 @@ import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounce
 import { Input } from '@documenso/ui/primitives/input';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { useCallback, useEffect, useState } from 'react';
-import { useSearchParams } from 'react-router';
+import { useQueryState } from 'nuqs';
+import { useEffect, useState } from 'react';

-export const DocumentSearch = ({ initialValue = '' }: { initialValue?: string }) => {
+import { documentsSearchParams } from '~/utils/documents-search-params';
+
+export const DocumentSearch = () => {
  const { _ } = useLingui();

-  const [searchParams, setSearchParams] = useSearchParams();
+  const [query, setQuery] = useQueryState('query', documentsSearchParams.query);

-  const [searchTerm, setSearchTerm] = useState(initialValue);
+  const [searchTerm, setSearchTerm] = useState(query ?? '');
  const debouncedSearchTerm = useDebouncedValue(searchTerm, 500);

-  const handleSearch = useCallback(
-    (term: string) => {
-      const params = new URLSearchParams(searchParams?.toString() ?? '');
-      if (term) {
-        params.set('query', term);
-      } else {
-        params.delete('query');
-      }
-
-      setSearchParams(params);
-    },
-    [searchParams],
-  );
-
  useEffect(() => {
-    const currentQueryParam = searchParams.get('query') || '';
-
-    if (debouncedSearchTerm !== currentQueryParam) {
-      handleSearch(debouncedSearchTerm);
+    if (debouncedSearchTerm !== (query ?? '')) {
+      void setQuery(debouncedSearchTerm || null);
    }
-  }, [debouncedSearchTerm, searchParams]);
+  }, [debouncedSearchTerm, query, setQuery]);

  return (
    <Input
@@ -264,7 +264,7 @@ export const EnvelopeEditorPreviewPage = () => {

        {/* Right Section - Form Fields Panel */}
        {currentEnvelopeItem && false && (
-          <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-gray-200 border-l bg-white py-4">
+          <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-border border-l bg-background py-4">
            {/* Add fields section. */}
            <section className="px-4">
              {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">
@@ -329,7 +329,7 @@ export const EnvelopeEditorPreviewPage = () => {

                    {/* Recipient selector section. */}
                    <section className="px-4">
-                      <h3 className="mb-2 font-semibold text-gray-900 text-sm">
+                      <h3 className="mb-2 font-semibold text-foreground text-sm">
                        <Trans>Selected Recipient</Trans>
                      </h3>

@@ -62,7 +62,7 @@ export const EnvelopeItemTitleInput = ({
      {/* Hidden span to measure text width */}
      <span
        ref={measureRef}
-        className="pointer-events-none absolute top-0 left-0 whitespace-nowrap font-medium text-gray-600 text-sm opacity-0"
+        className="pointer-events-none absolute top-0 left-0 whitespace-nowrap font-medium text-muted-foreground text-sm opacity-0"
        style={{ font: 'inherit' }}
      >
        {envelopeItemTitle || placeholder}
@@ -271,7 +271,7 @@ export const EnvelopeEditor = () => {
                    `cursor-pointer rounded-lg text-left transition-colors ${
                      isActive
                        ? 'border border-green-200 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10'
-                        : 'border border-gray-200 hover:bg-gray-50 dark:border-gray-400/20 dark:hover:bg-gray-400/10'
+                        : 'border border-border hover:bg-muted/50'
                    }`,
                    {
                      'p-3': !minimizeLeftSidebar,
@@ -284,10 +284,10 @@ export const EnvelopeEditor = () => {
                      className={`rounded border p-2 ${
                        isActive
                          ? 'border-green-200 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10'
-                          : 'border-gray-100 bg-gray-100 dark:border-gray-400/20 dark:bg-gray-400/10'
+                          : 'border-muted bg-muted'
                      }`}
                    >
-                      <Icon className={`h-4 w-4 ${isActive ? 'text-green-600' : 'text-gray-600'}`} />
+                      <Icon className={`h-4 w-4 ${isActive ? 'text-green-600' : 'text-muted-foreground'}`} />
                    </div>

                    {!minimizeLeftSidebar && (
@@ -31,14 +31,14 @@ export const EnvelopeItemSelector = ({
    >
      <div
        className={`flex h-6 w-6 flex-shrink-0 items-center justify-center rounded-full font-medium text-xs ${
-          isSelected ? 'bg-green-100 text-green-600' : 'bg-gray-200 text-gray-600'
+          isSelected ? 'bg-green-100 text-green-600' : 'bg-muted text-muted-foreground'
        }`}
      >
        {number}
      </div>
      <div className="min-w-0 text-left">
        <div className="truncate font-medium text-sm">{primaryText}</div>
-        <div className="text-gray-500 text-xs">{secondaryText}</div>
+        <div className="text-muted-foreground text-xs">{secondaryText}</div>
      </div>
      {actionSlot ?? (
        <div
@@ -42,7 +42,11 @@ export const EnvelopeSignerCompleteDialog = () => {

  const { onDocumentCompleted, onDocumentError } = useEmbedSigningContext() || {};

-  const { mutateAsync: completeDocument, isPending } = trpc.recipient.completeDocumentWithToken.useMutation();
+  const {
+    mutateAsync: completeDocument,
+    isPending,
+    isSuccess,
+  } = trpc.recipient.completeDocumentWithToken.useMutation();

  const { mutateAsync: createDocumentFromDirectTemplate } =
    trpc.template.createDocumentFromDirectTemplate.useMutation();
@@ -106,11 +110,21 @@ export const EnvelopeSignerCompleteDialog = () => {
        return;
      }

-      analytics.capture('App: Recipient has completed signing', {
-        signerId: recipient.id,
-        documentId: envelope.id,
-        timestamp: new Date().toISOString(),
-      });
+      // The document was already completed by an earlier request (retry,
+      // stale tab or concurrent submission). Let the user know this click
+      // didn't complete the document, then continue to the completed page.
+      if (result.status === 'ALREADY_SIGNED') {
+        toast({
+          title: t`Document already signed`,
+          description: t`This document was already signed and no further action was taken.`,
+        });
+      } else {
+        analytics.capture('App: Recipient has completed signing', {
+          signerId: recipient.id,
+          documentId: envelope.id,
+          timestamp: new Date().toISOString(),
+        });
+      }

      if (onDocumentCompleted) {
        onDocumentCompleted({
@@ -134,15 +148,11 @@ export const EnvelopeSignerCompleteDialog = () => {
      const error = AppError.parseError(err);

      if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
-        toast({
-          title: t`Something went wrong`,
-          description: t`We were unable to submit this document at this time. Please try again later.`,
-          variant: 'destructive',
-        });
-
        onDocumentError?.();
      }

+      // Rethrow so DocumentSigningCompleteDialog can handle 2FA retries and
+      // toast a specific completion error message.
      throw err;
    }
  };
@@ -210,14 +220,11 @@ export const EnvelopeSignerCompleteDialog = () => {
      }
    } catch (err) {
      console.log('err', err);
-      toast({
-        title: t`Something went wrong`,
-        description: t`We were unable to submit this document at this time. Please try again later.`,
-        variant: 'destructive',
-      });

      onDocumentError?.();

+      // Rethrow so DocumentSigningCompleteDialog can toast a specific
+      // completion error message.
      throw err;
    }
  };
@@ -246,7 +253,7 @@ export const EnvelopeSignerCompleteDialog = () => {

  return (
    <DocumentSigningCompleteDialog
-      isSubmitting={isPending}
+      isSubmitting={isPending || isSuccess}
      recipientPayload={recipientPayload}
      onSignatureComplete={isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick}
      documentTitle={envelope.title}
@@ -0,0 +1,186 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Command,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+  CommandSeparator,
+} from '@documenso/ui/primitives/command';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Separator } from '@documenso/ui/primitives/separator';
+import { Trans } from '@lingui/react/macro';
+import { CheckIcon, ChevronDownIcon } from 'lucide-react';
+import type { LucideIcon } from 'lucide-react/dist/lucide-react';
+import type { ReactNode } from 'react';
+import { useState } from 'react';
+
+export type FilterPillOption = {
+  value: string;
+  label: ReactNode;
+  trailing?: string;
+};
+
+type FilterPillCommonProps = {
+  icon: LucideIcon;
+  label: ReactNode;
+  options: FilterPillOption[];
+  enableSearch?: boolean;
+  searchPlaceholder?: string;
+  loading?: boolean;
+  testId?: string;
+};
+
+export type FilterPillSingleProps = FilterPillCommonProps & {
+  multiple?: false;
+  value: string | null;
+  onChange: (value: string | null) => void;
+  selectedLabel?: ReactNode;
+};
+
+export type FilterPillMultipleProps = FilterPillCommonProps & {
+  multiple: true;
+  value: string[];
+  onChange: (value: string[]) => void;
+};
+
+export type FilterPillProps = FilterPillSingleProps | FilterPillMultipleProps;
+
+/**
+ * A faceted filter pill.
+ *
+ * Renders as a dashed "add a filter" pill at rest, and shows the current
+ * selection inline once a value is picked. Selecting the active option
+ * again (or the Clear row) removes it.
+ *
+ * Single select by default, closing on pick. When `multiple` is set the
+ * popover stays open for toggling, and the trigger shows the first two
+ * selections followed by a "+N more" chip.
+ */
+export const FilterPill = (props: FilterPillProps) => {
+  const { icon: Icon, label, options, enableSearch, searchPlaceholder, loading, testId } = props;
+
+  const [open, setOpen] = useState(false);
+
+  const selectedValues = props.multiple ? props.value : props.value === null ? [] : [props.value];
+
+  const selectedOptions = selectedValues
+    .map((value) => options.find((option) => option.value === value))
+    .filter((option): option is FilterPillOption => option !== undefined);
+
+  const hasSelection = selectedOptions.length > 0;
+  const extraCount = selectedOptions.length - 2;
+
+  const onSelect = (nextValue: string) => {
+    if (props.multiple) {
+      const newValues = selectedValues.includes(nextValue)
+        ? selectedValues.filter((value) => value !== nextValue)
+        : [...selectedValues, nextValue];
+
+      props.onChange(newValues);
+      return;
+    }
+
+    props.onChange(nextValue === props.value ? null : nextValue);
+    setOpen(false);
+  };
+
+  const onClear = () => {
+    if (props.multiple) {
+      props.onChange([]);
+    } else {
+      props.onChange(null);
+    }
+
+    setOpen(false);
+  };
+
+  return (
+    <Popover open={open} onOpenChange={setOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="outline"
+          disabled={loading}
+          className={cn('border-dashed text-muted-foreground', {
+            'border-solid text-foreground': hasSelection,
+          })}
+          data-testid={testId}
+        >
+          <Icon className="mr-2 h-4 w-4" />
+          {label}
+
+          {hasSelection && (
+            <>
+              <Separator orientation="vertical" className="mx-2 h-4" />
+
+              {props.multiple ? (
+                <span className="flex items-center gap-x-1">
+                  {selectedOptions.slice(0, 2).map((option) => (
+                    <Badge key={option.value} variant="neutral" size="small">
+                      {option.label}
+                    </Badge>
+                  ))}
+
+                  {extraCount > 0 && (
+                    <Badge variant="neutral" size="small">
+                      <Trans>+{extraCount} more</Trans>
+                    </Badge>
+                  )}
+                </span>
+              ) : (
+                <span className="font-medium">{props.selectedLabel ?? selectedOptions[0].label}</span>
+              )}
+            </>
+          )}
+
+          <ChevronDownIcon className="ml-2 h-4 w-4 shrink-0 opacity-50" />
+        </Button>
+      </PopoverTrigger>
+
+      <PopoverContent className="w-52 p-0" align="start">
+        <Command>
+          {enableSearch && <CommandInput placeholder={searchPlaceholder} />}
+
+          <CommandList>
+            <CommandEmpty>
+              <Trans>No results found.</Trans>
+            </CommandEmpty>
+
+            <CommandGroup>
+              {options.map((option) => (
+                <CommandItem key={option.value} onSelect={() => onSelect(option.value)}>
+                  <CheckIcon
+                    className={cn(
+                      'mr-2 h-4 w-4 shrink-0',
+                      selectedValues.includes(option.value) ? 'opacity-100' : 'opacity-0',
+                    )}
+                  />
+
+                  {option.label}
+
+                  {option.trailing !== undefined && (
+                    <span className="ml-auto pl-4 text-muted-foreground text-xs">{option.trailing}</span>
+                  )}
+                </CommandItem>
+              ))}
+            </CommandGroup>
+
+            {hasSelection && (
+              <>
+                <CommandSeparator />
+                <CommandGroup>
+                  <CommandItem className="justify-center text-center text-muted-foreground" onSelect={onClear}>
+                    <Trans>Clear</Trans>
+                  </CommandItem>
+                </CommandGroup>
+              </>
+            )}
+          </CommandList>
+        </Command>
+      </PopoverContent>
+    </Popover>
+  );
+};
@@ -1,104 +0,0 @@
-import { authClient } from '@documenso/auth/client';
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { isAdmin } from '@documenso/lib/utils/is-admin';
-import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import { LanguageSwitcherDialog } from '@documenso/ui/components/common/language-switcher-dialog';
-import { cn } from '@documenso/ui/lib/utils';
-import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuSeparator,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { ChevronsUpDown, Plus } from 'lucide-react';
-import { useState } from 'react';
-import { Link } from 'react-router';
-
-export const MenuSwitcher = () => {
-  const { _ } = useLingui();
-
-  const { user } = useSession();
-
-  const [languageSwitcherOpen, setLanguageSwitcherOpen] = useState(false);
-
-  const isUserAdmin = isAdmin(user);
-
-  const formatAvatarFallback = (name?: string) => {
-    if (name !== undefined) {
-      return name.slice(0, 1).toUpperCase();
-    }
-
-    return user.name ? extractInitials(user.name) : user.email.slice(0, 1).toUpperCase();
-  };
-
-  return (
-    <DropdownMenu>
-      <DropdownMenuTrigger asChild>
-        <Button
-          data-testid="menu-switcher"
-          variant="none"
-          className="relative flex h-12 flex-row items-center px-0 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent md:px-2"
-        >
-          <AvatarWithText
-            avatarSrc={formatAvatarUrl(user.avatarImageId)}
-            avatarFallback={formatAvatarFallback(user.name || user.email)}
-            primaryText={user.name}
-            secondaryText={_(msg`Personal Account`)}
-            rightSideComponent={<ChevronsUpDown className="ml-auto h-4 w-4 text-muted-foreground" />}
-            textSectionClassName="hidden lg:flex"
-          />
-        </Button>
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className={cn('z-[60] ml-6 w-full min-w-[12rem] md:ml-0')} align="end" forceMount>
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/settings/organisations?action=add-organisation" className="flex items-center justify-between">
-            <Trans>Create Organisation</Trans>
-            <Plus className="ml-2 h-4 w-4" />
-          </Link>
-        </DropdownMenuItem>
-        <DropdownMenuSeparator />
-
-        {isUserAdmin && (
-          <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-            <Link to="/admin">
-              <Trans>Admin panel</Trans>
-            </Link>
-          </DropdownMenuItem>
-        )}
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/inbox">
-            <Trans>Personal Inbox</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/settings/profile">
-            <Trans>User settings</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" onClick={() => setLanguageSwitcherOpen(true)}>
-          <Trans>Language</Trans>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem
-          className="hover:!text-destructive px-4 py-2 text-destructive/90"
-          onSelect={async () => authClient.signOut()}
-        >
-          <Trans>Sign Out</Trans>
-        </DropdownMenuItem>
-      </DropdownMenuContent>
-
-      <LanguageSwitcherDialog open={languageSwitcherOpen} setOpen={setLanguageSwitcherOpen} />
-    </DropdownMenu>
-  );
-};
@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
@@ -55,6 +56,12 @@ export const OrgMenuSwitcher = () => {
  const currentOrganisation = useOptionalCurrentOrganisation();
  const currentTeam = useOptionalCurrentTeam();

+  const canAccessOrganisationSettings =
+    currentOrganisation &&
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole);
+
+  const canAccessTeamSettings = currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole);
+
  // Use hovered org for teams display if available,
  // otherwise use current team's org if in a team,
  // finally fallback to selected org
@@ -161,7 +168,7 @@ export const OrgMenuSwitcher = () => {
                  {canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) && (
                    <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                      <Link
-                        to={`/o/${org.url}/settings`}
+                        to={`/o/${org.url}/settings/general`}
                        className="mr-2 rounded-sm border p-1 text-muted-foreground transition-opacity duration-200 group-hover:opacity-100 md:opacity-0"
                      >
                        <Settings2Icon className="h-3.5 w-3.5" />
@@ -214,7 +221,7 @@ export const OrgMenuSwitcher = () => {
                      {canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole) && (
                        <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                          <Link
-                            to={`/t/${team.url}/settings`}
+                            to={`/t/${team.url}/settings/general`}
                            className="mr-2 rounded-sm border p-1 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100"
                          >
                            <Settings2Icon className="h-3.5 w-3.5" />
@@ -258,26 +265,23 @@ export const OrgMenuSwitcher = () => {
                </DropdownMenuItem>
              )}

-              {currentOrganisation &&
-                canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole) && (
-                  <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                    <Link to={`/o/${currentOrganisation.url}/settings`}>
-                      <Trans>Organisation settings</Trans>
-                    </Link>
-                  </DropdownMenuItem>
-                )}
-
-              {currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole) && (
-                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                  <Link to={`/t/${currentTeam.url}/settings`}>
-                    <Trans>Team settings</Trans>
-                  </Link>
-                </DropdownMenuItem>
-              )}
-
              <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
                <Link to="/inbox">
-                  <Trans>Personal Inbox</Trans>
+                  <Trans>Inbox</Trans>
+                </Link>
+              </DropdownMenuItem>
+
+              <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                <Link
+                  to={
+                    canAccessOrganisationSettings
+                      ? `/o/${currentOrganisation?.url}/settings/general`
+                      : canAccessTeamSettings
+                        ? `/t/${currentTeam?.url}/settings/general`
+                        : '/settings/profile'
+                  }
+                >
+                  <Trans>Settings</Trans>
                </Link>
              </DropdownMenuItem>

@@ -287,6 +291,14 @@ export const OrgMenuSwitcher = () => {
                </Link>
              </DropdownMenuItem>

+              {IS_BILLING_ENABLED() && (
+                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                  <Link to="/settings/billing">
+                    <Trans>Billing</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
              <DropdownMenuItem
                className="px-4 py-2 text-muted-foreground"
                onClick={() => setLanguageSwitcherOpen(true)}
@@ -1,6 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -13,8 +12,6 @@ export type OrganisationBillingPortalButtonProps = {
 };

 export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBillingPortalButtonProps) => {
-  const { organisations } = useSession();
-
  const organisation = useCurrentOrganisation();

  const { _ } = useLingui();
@@ -28,11 +25,10 @@ export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBil
    try {
      const { redirectUrl } = await manageSubscription({
        organisationId: organisation.id,
-        isPersonalLayoutMode: isPersonalLayout(organisations),
      });

      window.open(redirectUrl, '_blank');
-    } catch (err) {
+    } catch (_err) {
      toast({
        title: _(msg`Something went wrong`),
        description: _(
@@ -215,7 +215,7 @@ export default function PDFViewer({

 type VirtualizedPageListProps = {
  scrollParentRef: ScrollTarget;
-  constraintRef: React.RefObject<HTMLDivElement>;
+  constraintRef: React.RefObject<HTMLDivElement | null>;
  pages: PageMeta[];
  numPages: number;
  pdf: pdfjsLib.PDFDocumentProxy;
@@ -12,9 +12,9 @@ export type SettingsHeaderProps = {
 export const SettingsHeader = ({ children, title, subtitle, className, hideDivider }: SettingsHeaderProps) => {
  return (
    <>
-      <div className={cn('flex flex-row items-center justify-between', className)}>
+      <div className={cn('mb-4 flex flex-row items-center justify-between', className)}>
        <div>
-          <h3 className="font-medium text-lg">{title}</h3>
+          <h2 className="font-bold text-xl">{title}</h2>

          <p className="text-muted-foreground text-sm md:mt-2">{subtitle}</p>
        </div>
@@ -22,7 +22,7 @@ export const SettingsHeader = ({ children, title, subtitle, className, hideDivid
        {children}
      </div>

-      {!hideDivider && <hr className="my-4" />}
+      {!hideDivider && <hr className="mb-4" />}
    </>
  );
 };
@@ -1,137 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import { BracesIcon, CreditCardIcon, Globe2Icon, Lock, Settings2Icon, User, Users, WebhookIcon } from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsDesktopNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-col gap-y-2', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>Profile</Trans>
-        </Button>
-      </Link>
-
-      {isPersonalLayoutMode && (
-        <>
-          <Link to="/settings/document">
-            <Button variant="ghost" className={cn('w-full justify-start')}>
-              <Settings2Icon className="mr-2 h-5 w-5" />
-              <Trans>Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/document">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
-            >
-              <Trans>Document</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/branding">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
-            >
-              <Trans>Branding</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/email">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
-            >
-              <Trans>Email</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/public-profile">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
-            >
-              <Globe2Icon className="mr-2 h-5 w-5" />
-              <Trans>Public Profile</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/tokens">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
-            >
-              <BracesIcon className="mr-2 h-5 w-5" />
-              <Trans>API Tokens</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/webhooks">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
-            >
-              <WebhookIcon className="mr-2 h-5 w-5" />
-              <Trans>Webhooks</Trans>
-            </Button>
-          </Link>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
-          <Button
-            variant="ghost"
-            className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
-          >
-            <CreditCardIcon className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-
-      <Link to="/settings/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};
@@ -1,144 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import {
-  BracesIcon,
-  CreditCardIcon,
-  Globe2Icon,
-  Lock,
-  MailIcon,
-  PaletteIcon,
-  Settings2Icon,
-  User,
-  Users,
-  WebhookIcon,
-} from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsMobileNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>Profile</Trans>
-        </Button>
-      </Link>
-
-      {isPersonalLayoutMode && (
-        <>
-          <Link to="/settings/document">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
-            >
-              <Settings2Icon className="mr-2 h-5 w-5" />
-              <Trans>Document Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/branding">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
-            >
-              <PaletteIcon className="mr-2 h-5 w-5" />
-              <Trans>Branding Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/email">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
-            >
-              <MailIcon className="mr-2 h-5 w-5" />
-              <Trans>Email Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/public-profile">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
-            >
-              <Globe2Icon className="mr-2 h-5 w-5" />
-              <Trans>Public Profile</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/tokens">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
-            >
-              <BracesIcon className="mr-2 h-5 w-5" />
-              <Trans>API Tokens</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/webhooks">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
-            >
-              <WebhookIcon className="mr-2 h-5 w-5" />
-              <Trans>Webhooks</Trans>
-            </Button>
-          </Link>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
-          <Button
-            variant="ghost"
-            className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
-          >
-            <CreditCardIcon className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-
-      <Link to="/settings/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};
@@ -0,0 +1,200 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { type INTERNAL_CLAIM_ID, internalClaims } from '@documenso/lib/types/subscription';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsOrgSwitcherProps = {
+  currentOrgUrl: string;
+};
+
+export const SettingsOrgSwitcher = ({ currentOrgUrl }: SettingsOrgSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const manageableOrgs = useMemo(
+    () =>
+      organisations.filter(
+        (org) =>
+          canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+          org.teams.some((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)),
+      ),
+    [organisations],
+  );
+
+  const currentOrg = manageableOrgs.find((org) => org.url === currentOrgUrl);
+
+  const hasManageableBillingOrgs = useMemo(
+    () => organisations.some((org) => canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole)),
+    [organisations],
+  );
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableOrgs;
+    }
+
+    return manageableOrgs.filter((org) => org.name.toLowerCase().includes(q));
+  }, [manageableOrgs, query]);
+
+  const isBillingEnabled = IS_BILLING_ENABLED();
+
+  const handleSelect = (orgUrl: string) => {
+    const destinationOrg = manageableOrgs.find((org) => org.url === orgUrl);
+
+    if (!destinationOrg) {
+      return;
+    }
+
+    const manageableTeam = destinationOrg.teams.find((team) =>
+      canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole),
+    );
+
+    const destinationGroups = getSettingsNavGroups({
+      organisation: {
+        url: destinationOrg.url,
+        currentOrganisationRole: destinationOrg.currentOrganisationRole,
+        organisationClaim: destinationOrg.organisationClaim,
+      },
+      team: manageableTeam ? { url: manageableTeam.url, currentTeamRole: manageableTeam.currentTeamRole } : null,
+      hasManageableBillingOrgs,
+    });
+
+    // The list also contains organisations the user can only reach through a team they
+    // manage — for those `getSettingsNavGroups` returns no organisation group, so we land
+    // them in the team group instead of on an organisation page they aren't authorised for.
+    const destinationGroup = destinationGroups.organisation ?? destinationGroups.team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg) {
+    return null;
+  }
+
+  // Resolve an organisation's plan label. Unknown or custom claims (including
+  // self-hosted custom claim IDs) fall back to "Custom Plan".
+  const getPlanName = (organisationClaimId: string | null) => {
+    const planClaim =
+      organisationClaimId && organisationClaimId in internalClaims
+        ? internalClaims[organisationClaimId as INTERNAL_CLAIM_ID]
+        : undefined;
+
+    return planClaim ? t`${planClaim.name} Plan` : t`Custom Plan`;
+  };
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-org-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentOrg.avatarImageId)}
+            avatarFallback={currentOrg.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentOrg.name}</span>}
+            secondaryText={
+              isBillingEnabled ? getPlanName(currentOrg.organisationClaim.originalSubscriptionClaimId) : undefined
+            }
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-org-switcher-content"
+      >
+        {manageableOrgs.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search organisations…`}
+                className="h-8 pl-7"
+                data-testid="settings-org-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((org) => {
+            const isCurrent = org.url === currentOrgUrl;
+            return (
+              <li key={org.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(org.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-org-switcher-item-${org.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(org.avatarImageId)}
+                    avatarFallback={org.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{org.name}</span>}
+                    secondaryText={
+                      isBillingEnabled ? getPlanName(org.organisationClaim.originalSubscriptionClaimId) : undefined
+                    }
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-org-switcher-create">
+            <a href="/settings/organisations?action=add-organisation">
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create organisation</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};
@@ -0,0 +1,58 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Trans } from '@lingui/react/macro';
+import { Building2Icon, ChevronRightIcon, UserIcon, Users2Icon } from 'lucide-react';
+
+export type SettingsScopeBreadcrumbProps = {
+  scope: 'organisation' | 'team' | 'account';
+  scopeName: string;
+  crumbs: string[];
+};
+
+export const SettingsScopeBreadcrumb = ({ scope, scopeName, crumbs }: SettingsScopeBreadcrumbProps) => {
+  return (
+    <nav
+      aria-label="settings-scope-breadcrumb"
+      className="mb-4 flex flex-wrap items-center gap-2 text-muted-foreground text-sm"
+      data-testid="settings-scope-breadcrumb"
+    >
+      <span>{scopeName}</span>
+
+      {crumbs.map((crumb, idx) => {
+        const isLeaf = idx === crumbs.length - 1;
+
+        return (
+          <span key={`${crumb}-${idx}`} className="flex items-center gap-2">
+            <ChevronRightIcon className="h-3.5 w-3.5 opacity-50" />
+            <span className={cn(isLeaf && 'font-semibold text-foreground')}>{crumb}</span>
+          </span>
+        );
+      })}
+      <Badge
+        variant={scope === 'organisation' ? 'default' : scope === 'team' ? 'secondary' : 'neutral'}
+        role="presentation"
+        className="ml-auto gap-1.5"
+        data-testid="settings-scope-breadcrumb-chip"
+      >
+        {scope === 'organisation' && (
+          <>
+            <Building2Icon className="h-3.5 w-3.5" />
+            <Trans>Organisation Settings</Trans>
+          </>
+        )}
+        {scope === 'team' && (
+          <>
+            <Users2Icon className="h-3.5 w-3.5" />
+            <Trans>Team Settings</Trans>
+          </>
+        )}
+        {scope === 'account' && (
+          <>
+            <UserIcon className="h-3.5 w-3.5" />
+            <Trans>Account Settings</Trans>
+          </>
+        )}
+      </Badge>
+    </nav>
+  );
+};
@@ -0,0 +1,166 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsTeamSwitcherProps = {
+  currentOrgUrl: string;
+  currentTeamUrl: string | null;
+};
+
+export const SettingsTeamSwitcher = ({ currentOrgUrl, currentTeamUrl }: SettingsTeamSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const currentOrg = organisations.find((org) => org.url === currentOrgUrl);
+
+  const manageableTeams = useMemo(
+    () =>
+      currentOrg ? currentOrg.teams.filter((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)) : [],
+    [currentOrg],
+  );
+
+  const currentTeam = manageableTeams.find((team) => team.url === currentTeamUrl) ?? manageableTeams[0];
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableTeams;
+    }
+
+    return manageableTeams.filter((team) => team.name.toLowerCase().includes(q));
+  }, [manageableTeams, query]);
+
+  const handleSelect = (teamUrl: string) => {
+    const destinationTeam = manageableTeams.find((team) => team.url === teamUrl);
+
+    if (!currentOrg || !destinationTeam) {
+      return;
+    }
+
+    const destinationGroup = getSettingsNavGroups({
+      organisation: {
+        url: currentOrg.url,
+        currentOrganisationRole: currentOrg.currentOrganisationRole,
+        organisationClaim: currentOrg.organisationClaim,
+      },
+      team: { url: destinationTeam.url, currentTeamRole: destinationTeam.currentTeamRole },
+      hasManageableBillingOrgs: false,
+    }).team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg || !currentTeam) {
+    return null;
+  }
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-team-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentTeam.avatarImageId)}
+            avatarFallback={currentTeam.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentTeam.name}</span>}
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-team-switcher-content"
+      >
+        {manageableTeams.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search teams…`}
+                className="h-8 pl-7"
+                data-testid="settings-team-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((team) => {
+            const isCurrent = team.url === currentTeam.url;
+            return (
+              <li key={team.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(team.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-team-switcher-item-${team.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(team.avatarImageId)}
+                    avatarFallback={team.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{team.name}</span>}
+                    secondaryText={t(EXTENDED_TEAM_MEMBER_ROLE_MAP[team.currentTeamRole])}
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-team-switcher-create">
+            <a href={`/o/${currentOrg.url}/settings/teams?action=add-team`}>
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create team</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};
@@ -0,0 +1,195 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { Trans } from '@lingui/react/macro';
+import { motion, useReducedMotion } from 'framer-motion';
+
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+const DEMO_BRANDS = [
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#A2E771',
+    ink: '#162C07',
+    tint: '#F2FBEA',
+    sheen: 'rgba(162, 231, 113, 0.32)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#387BC7',
+    ink: '#ffffff',
+    tint: '#EDF3FA',
+    sheen: 'rgba(56, 123, 199, 0.28)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#9747F5',
+    ink: '#ffffff',
+    tint: '#F4EDFE',
+    sheen: 'rgba(151, 71, 245, 0.26)',
+  },
+];
+
+/**
+ * Milliseconds each brand is shown before cycling to the next.
+ */
+const BRAND_CYCLE_INTERVAL_MS = 2400;
+
+export const BrandingUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+  const brandIndex = useTimedCycle(DEMO_BRANDS.map(() => BRAND_CYCLE_INTERVAL_MS));
+
+  const isStatic = isReducedMotion ?? false;
+
+  const brand = DEMO_BRANDS[brandIndex];
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Teams</Trans>}
+      title={<Trans>Unlock Branding Preferences</Trans>}
+      description={
+        <Trans>Put your own brand on every document you send. Branding is available on the Teams plan and above.</Trans>
+      }
+      features={[
+        <Trans key="logo">Your logo on signing pages and emails</Trans>,
+        <Trans key="details">Company details and website in email footers</Trans>,
+        <Trans key="teams">Separate branding per team</Trans>,
+      ]}
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="flex h-8 items-center justify-between px-1">
+            <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+              <Trans>Brand accent</Trans>
+            </span>
+
+            <div className="flex shrink-0 items-center gap-2">
+              {DEMO_BRANDS.map((dotBrand, index) => (
+                <motion.div
+                  key={index}
+                  initial={isStatic ? false : undefined}
+                  animate={{
+                    scale: index === brandIndex ? 1.25 : 1,
+                    opacity: index === brandIndex ? 1 : 0.42,
+                    boxShadow:
+                      index === brandIndex ? '0 0 0 3px rgba(15, 23, 42, 0.08)' : '0 0 0 0 rgba(15, 23, 42, 0)',
+                  }}
+                  transition={SPRING}
+                  className="h-[13px] w-[13px] rounded-full"
+                  style={{ backgroundColor: dotBrand.accent }}
+                />
+              ))}
+            </div>
+          </div>
+
+          <div className="relative mt-3 flex flex-col overflow-hidden rounded-lg border bg-background shadow-sm">
+            <motion.div
+              initial={isStatic ? false : undefined}
+              animate={{ backgroundColor: brand.tint }}
+              transition={{ duration: 0.45, ease: EASE }}
+              className="flex items-center gap-2.5 border-b px-4 py-3"
+            >
+              {/* The sender identity never changes — only the tile colours tween per brand. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="flex h-8 w-8 shrink-0 items-center justify-center rounded-lg font-semibold text-sm"
+              >
+                {brand.letter}
+              </motion.div>
+
+              {/*
+               * Hardcoded inks (not theme tokens): this row sits on the
+               * hardcoded light `tint` band, so it pairs with hardcoded ink
+               * colours the same way the email sibling pairs its hardcoded
+               * avatar surfaces (hardcoded surface => hardcoded ink).
+               */}
+              <div className="min-w-0">
+                <div className="font-medium text-[#0f172a] text-sm">
+                  <p className="truncate">{brand.name}</p>
+                </div>
+
+                <div className="font-mono text-[#64748b] text-xs">
+                  <p className="truncate">{brand.domain}</p>
+                </div>
+              </div>
+            </motion.div>
+
+            <div className="px-4 py-3.5">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+
+              {/* Same replay split as the logo tile: colours tween on the persistent button, the pop replays per brand on the remounting label. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="mt-3 inline-block rounded-md px-3 py-1.5 font-medium text-xs"
+              >
+                <motion.span
+                  key={brandIndex}
+                  initial={isStatic ? false : { scale: 0.96 }}
+                  animate={{ scale: 1 }}
+                  transition={{ ...POP, delay: 0.06 }}
+                  className="inline-block"
+                >
+                  <Trans>Sign</Trans>
+                </motion.span>
+              </motion.div>
+            </div>
+
+            <div className="mt-auto flex items-center gap-2.5 border-t bg-muted px-4 py-2.5">
+              <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+                <Trans>Company details</Trans>
+              </span>
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[54px] rounded-full"
+                style={{ opacity: 0.45 }}
+              />
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[34px] rounded-full"
+                style={{ opacity: 0.22 }}
+              />
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep per brand. No opacity envelope —
+             * keyframe arrays are unreliable on strict-mode remounts; both
+             * endpoints sit outside the overflow-hidden card, so the clip
+             * provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${brandIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.15, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: `linear-gradient(105deg, transparent, ${brand.sheen}, transparent)` }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};
@@ -0,0 +1,213 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { cn } from '@documenso/ui/lib/utils';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { BadgeCheckIcon, MailIcon } from 'lucide-react';
+import { BrandingLogoIcon } from '../branding-logo-icon';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+/**
+ * Named sender identities cycled through while the preview is in its branded
+ * state — one per branded cycle step, shown as the sender name and address.
+ */
+const BRANDED_SENDERS = [
+  { name: 'Support', email: 'support@example.com' },
+  { name: 'Team', email: 'hello@example.com' },
+  { name: 'Sales', email: 'sales@example.com' },
+  { name: 'Example', email: 'noreply@example.com' },
+];
+
+/**
+ * How long the initial unbranded (Documenso default) state is shown before
+ * the first flip starts. Shown exactly once — the cycle never returns to it.
+ */
+const INITIAL_STATE_DURATION_MS = 2500;
+
+/**
+ * How long each branded sender identity is shown before cycling to the next,
+ * giving the viewer time to read the changed address.
+ */
+const BRANDED_STATE_DURATION_MS = 5000;
+
+/**
+ * One duration per cycle step: the unbranded state first, then one step per
+ * named sender identity, derived from the identity count so the two cannot
+ * drift.
+ */
+const EMAIL_CYCLE_DURATIONS_MS = [INITIAL_STATE_DURATION_MS, ...BRANDED_SENDERS.map(() => BRANDED_STATE_DURATION_MS)];
+
+export const EmailDomainsUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+
+  // Loop from index 1: the unbranded Documenso intro plays exactly once,
+  // then the cycle rotates through the branded senders only.
+  const cycleIndex = useTimedCycle(EMAIL_CYCLE_DURATIONS_MS, 1);
+
+  const isBranded = cycleIndex > 0;
+  const brandedSender = BRANDED_SENDERS[cycleIndex - 1] ?? BRANDED_SENDERS[0];
+
+  const isStatic = isReducedMotion ?? false;
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock Email Domains</Trans>}
+      description={
+        <Trans>Send documents from your own domain. Email domains are available on the Enterprise plan.</Trans>
+      }
+      features={[
+        <Trans key="journey">Send emails to recipients from your domain</Trans>,
+        <Trans key="dns">Easy DNS setup with auto-generated DKIM and SPF records</Trans>,
+        <Trans key="senders">Named senders with defaults per team, template or document</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-8">
+            <AnimatePresence mode="wait" initial={false}>
+              <motion.div
+                key={isBranded ? 'chip-on' : 'chip-off'}
+                initial={isStatic ? false : { opacity: 0, y: 8, scale: 0.96 }}
+                animate={{ opacity: 1, y: 0, scale: 1 }}
+                exit={{ opacity: 0, y: -8, scale: 0.96 }}
+                transition={SPRING}
+                className={cn(
+                  'absolute inset-0 flex items-center gap-2 rounded-full border bg-background px-3 font-mono text-xs',
+                  isBranded ? 'border-documenso-300 text-documenso-800' : 'text-muted-foreground',
+                )}
+              >
+                {isBranded ? (
+                  <BadgeCheckIcon className="h-3.5 w-3.5 shrink-0 text-documenso-700" />
+                ) : (
+                  <MailIcon className="h-3.5 w-3.5 shrink-0 text-muted-foreground" />
+                )}
+
+                <span className="truncate">
+                  {isBranded ? <Trans>Sending from your domain</Trans> : <Trans>Sending from app.documenso.com</Trans>}
+                </span>
+              </motion.div>
+            </AnimatePresence>
+          </div>
+
+          <div className="relative mt-4 overflow-hidden rounded-lg border bg-background shadow-sm">
+            <div className="flex items-center gap-2 border-b p-4">
+              <div className="flex h-8 w-8 shrink-0 items-center justify-center rounded-full font-semibold text-sm">
+                <AnimatePresence mode="wait" initial={false}>
+                  <motion.span
+                    key={`logo-${cycleIndex}`}
+                    initial={isStatic ? false : { opacity: 0, y: 6 }}
+                    animate={{ opacity: 1, y: 0 }}
+                    exit={{ opacity: 0, y: -6 }}
+                    transition={{ duration: 0.22 }}
+                  >
+                    {/*
+                     * Remounts with its keyed parent on every cycle step so the
+                     * pop replays each change. Single-value spring (POP
+                     * overshoots past 1) instead of scale keyframes — keyframe
+                     * arrays are unreliable on strict-mode remounts.
+                     */}
+                    <motion.span
+                      initial={isStatic ? false : { scale: 0.8 }}
+                      animate={{ scale: 1 }}
+                      transition={{ scale: POP }}
+                      className="inline-block"
+                    >
+                      {isBranded ? (
+                        <Avatar className="h-8 w-8 border border-solid">
+                          {organisation.avatarImageId && (
+                            <AvatarImage src={formatAvatarUrl(organisation.avatarImageId)} />
+                          )}
+                          <AvatarFallback className="text-sm">{brandedSender.name[0]}</AvatarFallback>
+                        </Avatar>
+                      ) : (
+                        <BrandingLogoIcon className="h-8 w-8" />
+                      )}
+                    </motion.span>
+                  </motion.span>
+                </AnimatePresence>
+              </div>
+
+              <div className="min-w-0">
+                <div className="font-medium text-sm">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.div
+                      key={`name-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="flex min-w-0 items-center gap-1.5"
+                    >
+                      <span className="min-w-0 truncate">{isBranded ? brandedSender.name : 'Documenso'}</span>
+
+                      {/* Inside the keyed row so it exits with the name and pops back in on every cycle step. */}
+                      {isBranded && (
+                        <motion.span
+                          initial={isStatic ? false : { scale: 0, rotate: -40 }}
+                          animate={{ scale: 1, rotate: 0 }}
+                          transition={{ ...POP, delay: 0.12 }}
+                          className="shrink-0"
+                        >
+                          <BadgeCheckIcon className="h-3.5 w-3.5 text-documenso-700" />
+                        </motion.span>
+                      )}
+                    </motion.div>
+                  </AnimatePresence>
+                </div>
+
+                <div className="font-mono text-muted-foreground text-xs">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.p
+                      key={`addr-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="truncate"
+                    >
+                      {isBranded ? brandedSender.email : 'noreply@app.documenso.com'}
+                    </motion.p>
+                  </AnimatePresence>
+                </div>
+              </div>
+            </div>
+
+            <div className="p-4">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep on every cycle step. No opacity
+             * envelope — keyframe arrays are unreliable on strict-mode
+             * remounts; both endpoints sit outside the overflow-hidden card,
+             * so the clip provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${cycleIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.2, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.32), transparent)' }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};
@@ -0,0 +1,9 @@
+/**
+ * Shared motion vocabulary for the settings upsell previews. Values ported
+ * from the design prototype (`design/SSO Upsell.dc.html`).
+ */
+export const SPRING = { type: 'spring', stiffness: 280, damping: 22 } as const;
+
+export const POP = { type: 'spring', stiffness: 420, damping: 16 } as const;
+
+export const EASE = [0.22, 0.61, 0.36, 1] as const;
@@ -0,0 +1,118 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans } from '@lingui/react/macro';
+import { ArrowRightIcon, CheckIcon, LockIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { Link } from 'react-router';
+
+export type SettingsUpsellCardProps = {
+  planLabel: ReactNode;
+  title: ReactNode;
+  description: ReactNode;
+  features: ReactNode[];
+  preview: ReactNode;
+
+  /**
+   * CTA label. Defaults to "Upgrade Plan".
+   */
+  ctaLabel?: ReactNode;
+
+  /**
+   * CTA destination. Defaults to the organisation billing settings page.
+   */
+  ctaTo?: string;
+
+  /**
+   * Render the CTA as an external link (new tab) instead of an internal route.
+   */
+  ctaExternal?: boolean;
+};
+
+/**
+ * Shared split-card layout for claim-gated settings upsells on Documenso
+ * Cloud. The left pane pitches the feature (plan badge, title, description,
+ * feature list, upgrade CTA); the right pane renders a decorative scenario
+ * preview supplied by the caller.
+ *
+ * Callers decide *when* to render this (cloud + missing claim flag).
+ */
+export const SettingsUpsellCard = ({
+  planLabel,
+  title,
+  description,
+  features,
+  preview,
+  ctaLabel,
+  ctaTo,
+  ctaExternal = false,
+}: SettingsUpsellCardProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const canManageBilling = canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole);
+
+  const ctaHref = ctaTo ?? `/o/${organisation.url}/settings/billing`;
+
+  const ctaContent = (
+    <>
+      {ctaLabel ?? <Trans>Upgrade Plan</Trans>}
+      <ArrowRightIcon className="ml-2 h-4 w-4" />
+    </>
+  );
+
+  return (
+    <div className="mt-8 overflow-hidden rounded-xl border-2 ring-4 ring-muted/70 md:grid md:grid-cols-[1.08fr_0.92fr] xl:-mx-8">
+      {/*
+       * `min-w-0` on both grid items: `fr` tracks have an `auto` content
+       * minimum, so long preview content (e.g. a wide mono domain line) would
+       * otherwise widen the right track beyond its 0.92fr share — and
+       * re-balance the whole grid on every preview cycle (layout shift).
+       */}
+      <div className="flex min-w-0 flex-col items-start p-6 md:p-8">
+        <Badge size="small">
+          <LockIcon className="mr-1 h-3 w-3" />
+          <span className="uppercase">{planLabel}</span>
+        </Badge>
+
+        <h3 className="mt-4 font-semibold text-xl">{title}</h3>
+
+        <p className="mt-2 max-w-[40ch] text-muted-foreground text-sm">{description}</p>
+
+        <ul className="mt-6 space-y-3">
+          {features.map((feature, index) => (
+            <li key={index} className="flex items-start gap-2.5 text-sm">
+              <span className="mt-0.5 flex h-5 w-5 shrink-0 items-center justify-center rounded-full bg-documenso-200">
+                <CheckIcon className="h-3 w-3 text-documenso-800" strokeWidth={2.5} />
+              </span>
+              {feature}
+            </li>
+          ))}
+        </ul>
+
+        {canManageBilling ? (
+          <Button className="mt-8" asChild>
+            {ctaExternal ? (
+              <a href={ctaHref} target="_blank" rel="noreferrer">
+                {ctaContent}
+              </a>
+            ) : (
+              <Link to={ctaHref}>{ctaContent}</Link>
+            )}
+          </Button>
+        ) : (
+          <p className="mt-8 text-muted-foreground text-xs">
+            <Trans>Contact your organisation owner to upgrade plans.</Trans>
+          </p>
+        )}
+      </div>
+
+      <div
+        aria-hidden="true"
+        className="flex min-w-0 flex-col justify-center gap-3 border-t bg-muted p-6 md:border-t-0 md:border-l md:p-8"
+      >
+        {preview}
+      </div>
+    </div>
+  );
+};
@@ -0,0 +1,260 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { FingerprintIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+export const SsoPortalUpsell = () => {
+  const isReducedMotion = useReducedMotion();
+  const sceneIndex = useTimedCycle(SSO_SCENE_DURATIONS_MS);
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock the Organisation SSO Portal</Trans>}
+      description={
+        <Trans>
+          Give your members a dedicated single sign-on portal. The SSO portal is available on the Enterprise plan.
+        </Trans>
+      }
+      features={[
+        <Trans key="oidc">Works with any OIDC provider — Okta, Entra ID, Google and more</Trans>,
+        <Trans key="jit">Accounts are automatically added to your organisation on sign-in</Trans>,
+        <Trans key="control">Restrict sign-ins by email domain and choose the default role</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-[236px]">
+            <AnimatePresence mode="wait" initial={false}>
+              {sceneIndex === 0 && <PortalScene key="portal" isStatic={isReducedMotion ?? false} />}
+              {sceneIndex === 1 && <RedirectScene key="redirect" />}
+              {sceneIndex === 2 && <SuccessScene key="success" />}
+            </AnimatePresence>
+          </div>
+        </div>
+      }
+    />
+  );
+};
+
+/**
+ * Absolute-positioned panel each scene renders in, handling the shared
+ * slide-and-fade transition between scenes.
+ */
+const ScenePanel = ({ children }: { children: ReactNode }) => {
+  return (
+    <motion.div
+      initial={{ opacity: 0, y: 12, scale: 0.98 }}
+      animate={{ opacity: 1, y: 0, scale: 1 }}
+      exit={{ opacity: 0, y: -12, scale: 0.98 }}
+      transition={{ duration: 0.34, ease: EASE }}
+      className="absolute inset-0 flex flex-col items-center justify-center overflow-hidden rounded-lg border bg-background p-6 text-center shadow-sm"
+    >
+      {children}
+    </motion.div>
+  );
+};
+
+/**
+ * Scene 1: the organisation's SSO portal, with a timed faux press on the
+ * "Continue with SSO" button (cursor flies in, button dips, sheen sweeps).
+ *
+ * When `isStatic` is set (reduced motion) every element renders with
+ * `initial={false}`, skipping entrance and press animations.
+ */
+const PortalScene = ({ isStatic }: { isStatic: boolean }) => {
+  const organisation = useCurrentOrganisation();
+
+  const rise = (delay: number) => ({
+    initial: isStatic ? false : { y: 10, opacity: 0 },
+    animate: { y: 0, opacity: 1 },
+    transition: { ...SPRING, delay },
+  });
+
+  return (
+    <ScenePanel>
+      <motion.div
+        initial={isStatic ? false : { scale: 0.5, opacity: 0 }}
+        animate={{ scale: 1, opacity: 1 }}
+        transition={{ ...POP, delay: 0.04 }}
+      >
+        <div className="flex h-10 w-10 items-center justify-center rounded-md bg-documenso-200 font-semibold text-documenso-900">
+          {([...organisation.name][0] ?? 'D').toUpperCase()}
+        </div>
+      </motion.div>
+
+      <motion.p {...rise(0.12)} className="mt-3.5 font-semibold text-sm">
+        <Trans>Welcome to {organisation.name}</Trans>
+      </motion.p>
+
+      <motion.p {...rise(0.18)} className="mt-1 text-muted-foreground text-xs">
+        <Trans>Single sign-on</Trans>
+      </motion.p>
+
+      <div className="relative mt-4 w-full">
+        <motion.div
+          initial={isStatic ? false : { y: 10, opacity: 0, scale: 1 }}
+          animate={{ y: 0, opacity: 1, scale: [1, 1, 0.955, 1] }}
+          transition={{
+            y: { ...SPRING, delay: 0.24 },
+            opacity: { duration: 0.3, delay: 0.24 },
+            scale: { duration: 2.6, times: [0, 0.63, 0.72, 0.84], ease: 'easeOut' },
+          }}
+          className="relative flex h-[38px] w-full items-center justify-center overflow-hidden rounded-md bg-foreground font-semibold text-background text-sm"
+        >
+          <span>
+            <Trans>Continue with SSO</Trans>
+          </span>
+
+          <motion.div
+            initial={isStatic ? false : { x: '-130%' }}
+            animate={{ x: '150%' }}
+            transition={{ duration: 0.85, delay: 1.75, ease: 'easeOut' }}
+            className="absolute top-0 bottom-0 left-[20%] w-3/5"
+            style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.45), transparent)' }}
+          />
+        </motion.div>
+
+        <motion.svg
+          initial={isStatic ? false : { x: 30, y: 30, opacity: 0, scale: 1 }}
+          animate={{
+            x: [30, 30, 0, 0, 0],
+            y: [30, 30, 0, 0, 0],
+            opacity: [0, 1, 1, 1, 0],
+            scale: [1, 1, 1, 0.82, 1],
+          }}
+          transition={{ duration: 2.6, times: [0, 0.3, 0.63, 0.72, 0.94], ease: EASE }}
+          width={17}
+          height={17}
+          viewBox="0 0 24 24"
+          strokeWidth={1.4}
+          strokeLinejoin="round"
+          className="absolute right-[26px] -bottom-2.5 fill-foreground stroke-background"
+        >
+          <path d="M4 2.5 19 12l-6.6 1.4L9.7 19.6z" />
+        </motion.svg>
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 2: redirecting to the identity provider, with a rotating ring around
+ * a fingerprint tile and a filling progress bar.
+ */
+const RedirectScene = () => {
+  return (
+    <ScenePanel>
+      <div className="relative flex h-[46px] w-[46px] items-center justify-center">
+        <motion.div
+          animate={{ rotate: 360 }}
+          transition={{ duration: 0.95, repeat: Number.POSITIVE_INFINITY, ease: 'linear' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderTopColor: '#A2E771' }}
+        />
+
+        <div className="flex h-[34px] w-[34px] items-center justify-center rounded-full bg-muted">
+          <FingerprintIcon className="h-[18px] w-[18px] text-muted-foreground" strokeWidth={1.6} />
+        </div>
+      </div>
+
+      <motion.p
+        initial={{ y: 8, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.08 }}
+        className="mt-3.5 max-w-[22ch] text-sm"
+      >
+        <Trans>Redirecting to your identity provider</Trans>
+      </motion.p>
+
+      <div className="mt-4 h-1 w-[140px] overflow-hidden rounded-full bg-border">
+        <motion.div
+          initial={{ width: '0%' }}
+          animate={{ width: '100%' }}
+          transition={{ duration: 1.35, ease: 'easeInOut' }}
+          className="h-full rounded-full bg-documenso"
+        />
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 3: signed in, with an expanding pulse ring, a popping green circle,
+ * a drawn checkmark and the signed-in member's email.
+ */
+const SuccessScene = () => {
+  const { user } = useSession();
+
+  return (
+    <ScenePanel>
+      <div className="relative h-10 w-10">
+        <motion.div
+          initial={{ scale: 0.7, opacity: 0.85 }}
+          animate={{ scale: 2.1, opacity: 0 }}
+          transition={{ duration: 1.1, ease: 'easeOut' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderColor: '#A2E771' }}
+        />
+
+        <motion.div
+          initial={{ scale: 0.4, opacity: 0 }}
+          animate={{ scale: 1, opacity: 1 }}
+          transition={POP}
+          className="absolute inset-0 flex items-center justify-center rounded-full bg-documenso-200"
+        >
+          <svg
+            width={19}
+            height={19}
+            viewBox="0 0 24 24"
+            fill="none"
+            stroke="currentColor"
+            strokeWidth={2.4}
+            strokeLinecap="round"
+            strokeLinejoin="round"
+            className="text-documenso-900"
+          >
+            <motion.path
+              d="M20 6 9 17l-5-5"
+              initial={{ pathLength: 0 }}
+              animate={{ pathLength: 1 }}
+              transition={{ duration: 0.4, delay: 0.12, ease: 'easeOut' }}
+            />
+          </svg>
+        </motion.div>
+      </div>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.16 }}
+        className="mt-3.5 font-semibold text-sm"
+      >
+        <Trans>Signed in</Trans>
+      </motion.p>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.24 }}
+        className="mt-1 font-mono text-muted-foreground text-xs"
+      >
+        {user.email}
+      </motion.p>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Milliseconds each scene is shown before advancing: portal, redirect,
+ * success.
+ */
+const SSO_SCENE_DURATIONS_MS = [3000, 2500, 3000];
@@ -0,0 +1,47 @@
+import { useReducedMotion } from 'framer-motion';
+import { useEffect, useState } from 'react';
+
+/**
+ * Cycles an index through `durations.length` steps, waiting `durations[i]`
+ * milliseconds on step `i` before advancing to the next.
+ *
+ * When the cycle wraps past the last step it continues from `loopStartIndex`
+ * (default `0`), letting consumers play intro-only steps exactly once and
+ * then loop through the remaining steps forever.
+ *
+ * Under `prefers-reduced-motion` the cycle never starts and the index stays
+ * at 0, so consumers render their initial state statically.
+ *
+ * Pass module-level constants for `durations` and `loopStartIndex` — their
+ * identities are intentionally not dependencies.
+ */
+export const useTimedCycle = (durations: number[], loopStartIndex = 0) => {
+  const [index, setIndex] = useState(0);
+
+  const isReducedMotion = useReducedMotion();
+
+  useEffect(() => {
+    if (isReducedMotion || durations.length === 0) {
+      setIndex(0);
+      return;
+    }
+
+    let current = 0;
+    let timeout: ReturnType<typeof setTimeout>;
+
+    const tick = () => {
+      const next = current + 1;
+
+      current = next >= durations.length ? Math.min(loopStartIndex, durations.length - 1) : next;
+
+      setIndex(current);
+      timeout = setTimeout(tick, durations[current]);
+    };
+
+    timeout = setTimeout(tick, durations[0]);
+
+    return () => clearTimeout(timeout);
+  }, [isReducedMotion]);
+
+  return index;
+};
@@ -1,94 +0,0 @@
-import type { getTeamWithEmail } from '@documenso/lib/server-only/team/get-team-email-by-email';
-import { trpc } from '@documenso/trpc/react';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Edit, Loader, Mail, MoreHorizontal, X } from 'lucide-react';
-
-import { TeamEmailDeleteDialog } from '~/components/dialogs/team-email-delete-dialog';
-import { TeamEmailUpdateDialog } from '~/components/dialogs/team-email-update-dialog';
-
-export type TeamEmailDropdownProps = {
-  team: Awaited<ReturnType<typeof getTeamWithEmail>>;
-};
-
-export const TeamEmailDropdown = ({ team }: TeamEmailDropdownProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const { mutateAsync: resendEmailVerification, isPending: isResendingEmailVerification } =
-    trpc.team.email.verification.resend.useMutation({
-      onSuccess: () => {
-        toast({
-          title: _(msg`Success`),
-          description: _(msg`Email verification has been resent`),
-          duration: 5000,
-        });
-      },
-      onError: () => {
-        toast({
-          title: _(msg`Something went wrong`),
-          description: _(msg`Unable to resend verification at this time. Please try again.`),
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <DropdownMenu>
-      <DropdownMenuTrigger>
-        <MoreHorizontal className="h-5 w-5 text-muted-foreground" />
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className="w-52" align="start" forceMount>
-        {!team.teamEmail && team.emailVerification && (
-          <DropdownMenuItem
-            disabled={isResendingEmailVerification}
-            onClick={(e) => {
-              e.preventDefault();
-              void resendEmailVerification({ teamId: team.id });
-            }}
-          >
-            {isResendingEmailVerification ? (
-              <Loader className="mr-2 h-4 w-4 animate-spin" />
-            ) : (
-              <Mail className="mr-2 h-4 w-4" />
-            )}
-            <Trans>Resend verification</Trans>
-          </DropdownMenuItem>
-        )}
-
-        {team.teamEmail && (
-          <TeamEmailUpdateDialog
-            teamEmail={team.teamEmail}
-            trigger={
-              <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-                <Edit className="mr-2 h-4 w-4" />
-                <Trans>Edit</Trans>
-              </DropdownMenuItem>
-            }
-          />
-        )}
-
-        <TeamEmailDeleteDialog
-          team={team}
-          teamName={team.name}
-          trigger={
-            <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-              <X className="mr-2 h-4 w-4" />
-              <Trans>Remove</Trans>
-            </DropdownMenuItem>
-          }
-        />
-      </DropdownMenuContent>
-    </DropdownMenu>
-  );
-};
@@ -31,7 +31,7 @@ export const TemplateDirectLinkBadge = ({ token, enabled, className }: TemplateD
    <button
      title="Copy direct link"
      className={cn(
-        'flex flex-row items-center rounded border border-neutral-300 bg-neutral-200 px-1.5 py-0.5 text-xs dark:border-neutral-500 dark:bg-neutral-600',
+        'flex flex-row items-center rounded border border-border bg-muted px-1.5 py-0.5 text-xs',
        className,
      )}
      onClick={async () => onCopyClick(token)}
@@ -71,7 +71,7 @@ export const TemplatePageViewRecentActivity = ({
                </div>

                <div className="relative flex h-6 w-6 flex-none items-center justify-center bg-widget">
-                  <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-gray-300 dark:ring-neutral-600" />
+                  <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-border" />
                </div>

                <button
@@ -108,7 +108,7 @@ export const TemplatePageViewRecentActivity = ({
                </div>

                <div className="relative flex h-6 w-6 flex-none items-center justify-center bg-widget text-foreground/40">
-                  <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-gray-300 dark:ring-neutral-600" />
+                  <div className="h-1.5 w-1.5 rounded-full bg-widget ring-1 ring-border" />
                </div>

                <Link
@@ -0,0 +1,211 @@
+import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups, type SettingsNavGroup, type SettingsNavItem } from '@documenso/lib/utils/settings-nav';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { Button } from '@documenso/ui/primitives/button';
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useEffect, useRef } from 'react';
+import { Link, Outlet, useLocation } from 'react-router';
+import { match } from 'ts-pattern';
+import { GenericErrorLayout } from '~/components/general/generic-error-layout';
+import { useOptionalCurrentTeam } from '~/providers/team';
+import { SettingsScopeBreadcrumb } from './settings-scope-breadcrumb';
+import { UnifiedSettingsSidebar } from './unified-settings-sidebar';
+import { UnifiedSettingsSidebarMobile } from './unified-settings-sidebar-mobile';
+
+export type UnifiedSettingsScope = 'organisation' | 'team' | 'account';
+
+export type UnifiedSettingsLayoutProps = {
+  activeScope: UnifiedSettingsScope;
+
+  /**
+   * The team the user last worked in, read from the `preferred-team-url` cookie by the
+   * layout's loader. Used to keep the sidebar's team switcher stable at organisation and
+   * account scope, where the URL carries no team.
+   */
+  preferredTeamUrl?: string | null;
+};
+
+/**
+ * Walk a group's items and find the item (and its parent if it's a sub-nav child)
+ * that matches the current pathname most specifically. Returns the labels to use
+ * as breadcrumb crumbs (e.g. ['Preferences', 'Document'] or just ['Members']).
+ */
+const findActiveCrumbs = (group: SettingsNavGroup | null, pathname: string): MessageDescriptor[] => {
+  if (!group) {
+    return [];
+  }
+
+  let bestMatch: SettingsNavItem | null = null;
+
+  for (const item of group.items) {
+    if (item.isSubNavParent) {
+      continue;
+    }
+
+    if (pathname === item.path || pathname.startsWith(`${item.path}/`)) {
+      if (!bestMatch || item.path.length > bestMatch.path.length) {
+        bestMatch = item;
+      }
+    }
+  }
+
+  if (!bestMatch) {
+    return [];
+  }
+
+  if (bestMatch.isSubNav) {
+    const parent = group.items.find((it) => it.isSubNavParent);
+    return parent ? [parent.label, bestMatch.label] : [bestMatch.label];
+  }
+
+  return [bestMatch.label];
+};
+
+export const UnifiedSettingsLayout = ({ activeScope, preferredTeamUrl = null }: UnifiedSettingsLayoutProps) => {
+  const { _ } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const currentOrganisation = useOptionalCurrentOrganisation();
+  const team = useOptionalCurrentTeam();
+
+  const contentPaneRef = useRef<HTMLElement>(null);
+
+  // Scroll back to the top when navigating between settings pages.
+  useEffect(() => {
+    contentPaneRef.current?.scrollTo(0, 0);
+  }, [pathname]);
+
+  // An organisation is worth showing in the sidebar if it has settings the user can reach —
+  // either the organisation's own, or those of a team inside it.
+  const hasReachableSettings = (org: (typeof organisations)[number]) =>
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+    org.teams.some((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const organisation =
+    currentOrganisation ??
+    organisations.find((org) => org.teams.some((t) => t.url === preferredTeamUrl) && hasReachableSettings(org)) ??
+    organisations.find(hasReachableSettings) ??
+    null;
+
+  const manageableTeams = organisation?.teams.filter((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const teamForSidebar =
+    team ?? manageableTeams?.find((t) => t.url === preferredTeamUrl) ?? manageableTeams?.[0] ?? null;
+
+  const sidebarTeamUrl = teamForSidebar?.url ?? null;
+
+  // Sync the selected team URL in the sidebar into the preferred team URL cookie.
+  useEffect(() => {
+    if (!sidebarTeamUrl) {
+      return;
+    }
+
+    const body = new FormData();
+
+    body.append('teamUrl', sidebarTeamUrl);
+
+    void fetch('/api/preferred-team', { method: 'POST', body });
+  }, [sidebarTeamUrl]);
+
+  const groups = getSettingsNavGroups({
+    organisation: organisation
+      ? {
+          url: organisation.url,
+          currentOrganisationRole: organisation.currentOrganisationRole,
+          organisationClaim: organisation.organisationClaim,
+        }
+      : null,
+    team: teamForSidebar ? { url: teamForSidebar.url, currentTeamRole: teamForSidebar.currentTeamRole } : null,
+    hasManageableBillingOrgs: organisations.some((org) =>
+      canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
+    ),
+  });
+
+  const canManageOrg =
+    organisation !== null && canExecuteOrganisationAction('MANAGE_ORGANISATION', organisation.currentOrganisationRole);
+
+  // Must be derived from the team in the URL context, NOT from `teamForSidebar` — the
+  // latter falls back to any manageable team in the org, which would let a team manager
+  // through the organisation-scope guard (and `useOptionalCurrentTeam()` resolves for any
+  // member regardless of role, which would let a plain member through the team guard).
+  const canManageCurrentTeam = team !== null && canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole);
+
+  // Account pages are available to every user. The organisation and team scopes each
+  // require the manage permission for THAT scope — they are not interchangeable.
+  const isAuthorised = match(activeScope)
+    .with('account', () => true)
+    .with('organisation', () => canManageOrg)
+    .with('team', () => canManageCurrentTeam)
+    .exhaustive();
+
+  if (!isAuthorised) {
+    return (
+      <GenericErrorLayout
+        errorCode={401}
+        errorCodeMap={{
+          401: {
+            heading: msg`Unauthorized`,
+            subHeading: msg`401 Unauthorized`,
+            message: msg`You are not authorized to access this page.`,
+          },
+        }}
+        primaryButton={
+          <Button asChild>
+            <Link to="/settings/profile">
+              <Trans>Go to your settings</Trans>
+            </Link>
+          </Button>
+        }
+        secondaryButton={null}
+      />
+    );
+  }
+
+  const scopeName = match(activeScope)
+    .with('account', () => _(msg`Account`))
+    .with('organisation', () => organisation?.name ?? '')
+    .with('team', () => team?.name ?? organisation?.name ?? '')
+    .exhaustive();
+
+  const activeGroup =
+    activeScope === 'account' ? groups.account : activeScope === 'organisation' ? groups.organisation : groups.team;
+
+  const crumbs = findActiveCrumbs(activeGroup, pathname).map((label) => _(label));
+
+  return (
+    <div className="flex flex-col md:min-h-0 md:flex-1 md:flex-row">
+      <aside className="hover-scrollbar w-full shrink-0 border-b bg-background md:w-80 md:overflow-y-auto md:border-r md:border-b-0">
+        <div className="flex h-full flex-col">
+          <div className="hidden md:block">
+            <UnifiedSettingsSidebar
+              groups={groups}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+          <div className="md:hidden">
+            <UnifiedSettingsSidebarMobile
+              groups={groups}
+              activeScope={activeScope}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+        </div>
+      </aside>
+
+      <main ref={contentPaneRef} className="relative flex-1 px-4 md:overflow-y-auto md:px-12 lg:px-16">
+        <div className="mx-auto w-full max-w-3xl py-6 md:py-8" data-testid="unified-settings-content">
+          <SettingsScopeBreadcrumb scope={activeScope} scopeName={scopeName} crumbs={crumbs} />
+          <Outlet />
+        </div>
+      </main>
+    </div>
+  );
+};
@@ -0,0 +1,165 @@
+import type { SettingsNavGroups, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+type MobileScope = SettingsNavScope | 'account';
+
+export type UnifiedSettingsSidebarMobileProps = {
+  groups: SettingsNavGroups;
+  activeScope: MobileScope;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebarMobile = ({
+  groups,
+  activeScope,
+  currentOrgUrl,
+  currentTeamUrl,
+}: UnifiedSettingsSidebarMobileProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const visibleScopes = useMemo<MobileScope[]>(() => {
+    const scopes: MobileScope[] = [];
+    if (groups.organisation) {
+      scopes.push('organisation');
+    }
+    if (groups.team) {
+      scopes.push('team');
+    }
+    scopes.push('account');
+    return scopes;
+  }, [groups]);
+
+  // Falls back to the Account group rather than rendering nothing — an empty scope group
+  // would leave the mobile viewport with no settings navigation at all.
+  const activeGroup =
+    (activeScope === 'organisation' ? groups.organisation : activeScope === 'team' ? groups.team : null) ??
+    groups.account;
+
+  const selectableItems = useMemo(() => activeGroup.items.filter((item) => !item.isSubNavParent), [activeGroup.items]);
+
+  // The select matches on exact value, but plenty of settings pages are sub-routes of a
+  // nav item (`/settings/security/passkeys`, `/t/x/settings/webhooks/:id`, …). Resolving
+  // to the longest matching item path keeps the trigger populated on those pages instead
+  // of rendering an empty box — mirrors the desktop sidebar's prefix highlighting.
+  const selectedPath = useMemo(() => {
+    let bestMatch: string | undefined;
+
+    for (const item of selectableItems) {
+      if (pathname !== item.path && !pathname.startsWith(`${item.path}/`)) {
+        continue;
+      }
+
+      if (!bestMatch || item.path.length > bestMatch.length) {
+        bestMatch = item.path;
+      }
+    }
+
+    return bestMatch;
+  }, [selectableItems, pathname]);
+
+  const handleScopeChange = (scope: MobileScope) => {
+    if (scope === activeScope) {
+      return;
+    }
+    if (scope === 'organisation' && groups.organisation) {
+      void navigate(groups.organisation.items[0].path);
+    } else if (scope === 'team' && groups.team) {
+      void navigate(groups.team.items[0].path);
+    } else if (scope === 'account') {
+      void navigate(groups.account.items[0].path);
+    }
+  };
+
+  // The tab row stays full-bleed (its border-b acts as a full-width divider); the
+  // sections under it get `px-4` to line up with the content pane's own `px-4`
+  // inset, and `pb-4` keeps the last control off the aside's bottom border.
+  return (
+    <div className="flex flex-col gap-3 pb-4" data-testid="unified-settings-sidebar-mobile">
+      {visibleScopes.length > 1 ? (
+        <div className="flex border-border border-b" role="tablist">
+          {visibleScopes.map((scope) => {
+            const isActive = scope === activeScope;
+            const accent =
+              scope === 'organisation'
+                ? 'border-emerald-500 text-emerald-700 dark:text-emerald-300'
+                : scope === 'team'
+                  ? 'border-blue-500 text-blue-700 dark:text-blue-300'
+                  : 'border-foreground text-foreground';
+            return (
+              <button
+                key={scope}
+                type="button"
+                role="tab"
+                aria-selected={isActive}
+                onClick={() => handleScopeChange(scope)}
+                className={cn(
+                  'flex-1 border-b-2 py-2 text-center font-bold text-xs uppercase tracking-wide',
+                  isActive ? accent : 'border-transparent text-muted-foreground',
+                )}
+                data-testid={`unified-settings-mobile-tab-${scope}`}
+              >
+                {scope === 'organisation' && <Trans>Organisation</Trans>}
+                {scope === 'team' && <Trans>Team</Trans>}
+                {scope === 'account' && <Trans>Account</Trans>}
+              </button>
+            );
+          })}
+        </div>
+      ) : (
+        <div className="px-4 py-2 text-center font-bold text-muted-foreground text-xs uppercase tracking-wide">
+          {activeScope === 'organisation' && <Trans>Organisation</Trans>}
+          {activeScope === 'team' && <Trans>Team</Trans>}
+          {activeScope === 'account' && <Trans>Account</Trans>}
+        </div>
+      )}
+
+      {/* The organisation switcher is always present in a scoped view — at team scope it's
+          the only way for a user who can't manage the organisation to move between them,
+          since the Organisation tab is absent when they have no organisation pages. */}
+      {activeScope !== 'account' && currentOrgUrl && (
+        <div className="flex flex-col gap-2 px-4">
+          <SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />
+
+          {activeScope === 'team' && (
+            <SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />
+          )}
+        </div>
+      )}
+
+      <div className="px-4">
+        <div className="mb-1 font-bold text-[10px] text-muted-foreground uppercase tracking-wide">
+          <Trans>Jump to</Trans>
+        </div>
+        <Select
+          value={selectedPath}
+          onValueChange={(value) => {
+            void navigate(value);
+          }}
+        >
+          <SelectTrigger data-testid="unified-settings-mobile-section-trigger">
+            <SelectValue placeholder={_(msg`Select a section`)} />
+          </SelectTrigger>
+          <SelectContent>
+            {selectableItems.map((item) => (
+              <SelectItem key={item.path} value={item.path}>
+                {item.isSubNav ? `${_(msg`Preferences`)} › ${_(item.label)}` : _(item.label)}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+      </div>
+    </div>
+  );
+};
@@ -0,0 +1,275 @@
+import type { SettingsNavGroups, SettingsNavItem, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Collapsible, CollapsibleContent, CollapsibleTrigger } from '@documenso/ui/primitives/collapsible';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { ChevronRightIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useEffect, useState } from 'react';
+import { NavLink, useLocation } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+export type UnifiedSettingsSidebarProps = {
+  groups: SettingsNavGroups;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebar = ({ groups, currentOrgUrl, currentTeamUrl }: UnifiedSettingsSidebarProps) => {
+  return (
+    <aside className="flex w-full flex-col" data-testid="unified-settings-sidebar">
+      {currentOrgUrl && (
+        <div className="p-4">
+          <SidebarGroup
+            heading={<Trans>Organisation Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />}
+            items={groups.organisation?.items ?? []}
+            scope="organisation"
+            emptyState={
+              <p
+                className="rounded-md border border-dashed px-3 py-2 text-muted-foreground text-xs"
+                data-testid="unified-settings-organisation-empty-state"
+              >
+                <Trans>
+                  You don't have permission to manage this organisation. Switch to another one above, or continue in
+                  your team settings below.
+                </Trans>
+              </p>
+            }
+          />
+        </div>
+      )}
+
+      {groups.team && currentOrgUrl && (
+        <div className="border-t p-4">
+          <SidebarGroup
+            heading={<Trans>Team Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />}
+            items={groups.team.items}
+            scope={groups.team.scope}
+          />
+        </div>
+      )}
+
+      <div className={cn('p-4', currentOrgUrl && 'border-t')}>
+        <SidebarGroup
+          heading={<Trans>Account Settings</Trans>}
+          activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+          items={groups.account.items}
+          scope={groups.account.scope}
+        />
+      </div>
+    </aside>
+  );
+};
+
+type SidebarGroupProps = {
+  className?: string;
+  headingClassName?: string;
+  heading: ReactNode;
+  activeBgClassName: string;
+  switcher?: ReactNode;
+  items: SettingsNavItem[];
+  scope: SettingsNavScope;
+  emptyState?: ReactNode;
+};
+
+type GroupedNavEntry =
+  | { kind: 'flat'; item: SettingsNavItem }
+  | { kind: 'collapsible'; parent: SettingsNavItem; children: SettingsNavItem[] };
+
+/**
+ * Walk a flat item list and group consecutive `isSubNav` items under their preceding
+ * `isSubNavParent`. Anything else renders as a flat entry.
+ */
+const groupNavEntries = (items: SettingsNavItem[]): GroupedNavEntry[] => {
+  const entries: GroupedNavEntry[] = [];
+  let currentCollapsible: { parent: SettingsNavItem; children: SettingsNavItem[] } | null = null;
+
+  for (const item of items) {
+    if (item.isSubNavParent) {
+      currentCollapsible = { parent: item, children: [] };
+      entries.push({ kind: 'collapsible', ...currentCollapsible });
+      continue;
+    }
+
+    if (item.isSubNav && currentCollapsible) {
+      currentCollapsible.children.push(item);
+      continue;
+    }
+
+    currentCollapsible = null;
+    entries.push({ kind: 'flat', item });
+  }
+
+  return entries;
+};
+
+const SidebarGroup = ({
+  className,
+  headingClassName,
+  heading,
+  activeBgClassName,
+  switcher,
+  items,
+  scope,
+  emptyState,
+}: SidebarGroupProps) => {
+  const grouped = groupNavEntries(items);
+
+  return (
+    <div className={className} data-testid="unified-settings-sidebar-group">
+      <div
+        className={cn('mb-2 font-semibold text-muted-foreground text-xs uppercase tracking-widest', headingClassName)}
+      >
+        {heading}
+      </div>
+      {switcher && <div className="mb-2">{switcher}</div>}
+
+      {items.length === 0 && emptyState}
+
+      <nav className="flex flex-col gap-1">
+        {grouped.map((entry) => {
+          if (entry.kind === 'flat') {
+            return (
+              <FlatNavItem
+                key={`${entry.item.key}-${entry.item.path}`}
+                item={entry.item}
+                activeBgClassName={activeBgClassName}
+                scope={scope}
+              />
+            );
+          }
+
+          return (
+            <CollapsibleNavSection
+              key={`${entry.parent.key}-${entry.parent.path}`}
+              parent={entry.parent}
+              childItems={entry.children}
+              activeBgClassName={activeBgClassName}
+              scope={scope}
+            />
+          );
+        })}
+      </nav>
+    </div>
+  );
+};
+
+type FlatNavItemProps = {
+  item: SettingsNavItem;
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const FlatNavItem = ({ item, activeBgClassName, scope }: FlatNavItemProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  // The General items link to the settings root, which prefixes every other
+  // item's path — those require an exact match. Everything else highlights on
+  // its sub-routes too (e.g. Security on /settings/security/passkeys).
+  const isActive =
+    item.key === 'general' ? pathname === item.path : pathname === item.path || pathname.startsWith(`${item.path}/`);
+
+  return (
+    <NavLink to={item.path} className="group block" data-testid={`unified-settings-nav-${scope}-${item.key}`} end>
+      <Button
+        variant="ghost"
+        size="sm"
+        className={cn(
+          'h-8 w-full justify-start font-normal text-muted-foreground',
+          isActive && cn(activeBgClassName, 'font-medium'),
+        )}
+      >
+        {item.icon && <item.icon className="mr-2 h-4 w-4" />}
+        {_(item.label)}
+      </Button>
+    </NavLink>
+  );
+};
+
+type CollapsibleNavSectionProps = {
+  parent: SettingsNavItem;
+  childItems: SettingsNavItem[];
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const CollapsibleNavSection = ({ parent, childItems, activeBgClassName, scope }: CollapsibleNavSectionProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  const hasActiveChild = childItems.some((child) => pathname === child.path || pathname.startsWith(`${child.path}/`));
+
+  const [isOpen, setIsOpen] = useState(hasActiveChild);
+
+  // Auto-open when navigating to a sub-route. Closing while on a sub-route is
+  // respected (state stays closed) until the user navigates away and back.
+  useEffect(() => {
+    if (hasActiveChild) {
+      setIsOpen(true);
+    }
+  }, [hasActiveChild]);
+
+  const ParentIcon = parent.icon ? parent.icon : null;
+
+  return (
+    <Collapsible open={isOpen} onOpenChange={setIsOpen}>
+      <CollapsibleTrigger asChild>
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          className={cn(
+            'h-8 w-full justify-start font-normal text-muted-foreground',
+            // Emphasise the parent when one of its children is the active page.
+            hasActiveChild && 'font-medium text-foreground',
+          )}
+          data-testid={`unified-settings-nav-${scope}-${parent.key}`}
+          aria-expanded={isOpen}
+        >
+          {ParentIcon && <ParentIcon className="mr-2 h-4 w-4" />}
+          {_(parent.label)}
+          <ChevronRightIcon
+            className={cn('ml-auto h-4 w-4 transition-transform duration-200', isOpen && 'rotate-90')}
+          />
+        </Button>
+      </CollapsibleTrigger>
+
+      {/* data-[state=closed]:hidden — the `flex` display class would otherwise
+          defeat the `hidden` attribute Radix sets when closed, leaving the
+          empty content box (and its mt-1) inflating the gap below the trigger. */}
+      <CollapsibleContent className="mt-1 flex flex-col gap-1 data-[state=closed]:hidden">
+        {childItems.map((child) => {
+          const isActive = pathname === child.path || pathname.startsWith(`${child.path}/`);
+
+          return (
+            <NavLink
+              key={`${child.key}-${child.path}`}
+              to={child.path}
+              className="group block pl-6"
+              data-testid={`unified-settings-nav-${scope}-${child.key}`}
+            >
+              <Button
+                variant="ghost"
+                size="sm"
+                className={cn(
+                  'h-8 w-full justify-start font-normal text-muted-foreground',
+                  isActive && cn(activeBgClassName, 'font-medium'),
+                )}
+              >
+                {_(child.label)}
+              </Button>
+            </NavLink>
+          );
+        })}
+      </CollapsibleContent>
+    </Collapsible>
+  );
+};
@@ -127,8 +127,8 @@ export const AdminDashboardUsersTable = ({ users, totalPages, perPage, page }: A
      </DataTable>

      {isPending && (
-        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
-          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        <div className="absolute inset-0 flex items-center justify-center bg-background/50">
+          <Loader className="h-8 w-8 animate-spin text-muted-foreground" />
        </div>
      )}
    </div>
@@ -204,8 +204,8 @@ export const AdminOrganisationOverviewTable = ({
      </DataTable>

      {isPending && (
-        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
-          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        <div className="absolute inset-0 flex items-center justify-center bg-background/50">
+          <Loader className="h-8 w-8 animate-spin text-muted-foreground" />
        </div>
      )}
    </div>
@@ -110,7 +110,7 @@ export const AdminOrganisationsTable = ({
          return (
            <div
              className={`inline-flex items-center rounded-full px-2 py-1 font-medium text-xs ${
-                isPaid ? 'bg-green-100 text-green-800' : 'bg-gray-100 text-gray-800'
+                isPaid ? 'bg-green-100 text-green-800' : 'bg-muted text-muted-foreground'
              }`}
            >
              {isPaid ? (
@@ -0,0 +1,40 @@
+import { Trans } from '@lingui/react/macro';
+import { CalendarIcon } from 'lucide-react';
+import { useQueryStates } from 'nuqs';
+
+import { FilterPill } from '~/components/general/filter-pill';
+import { DOCUMENTS_PERIOD_VALUES, documentsSearchParams } from '~/utils/documents-search-params';
+
+const PERIOD_OPTIONS = [
+  { value: '7d', label: <Trans>Last 7 days</Trans> },
+  { value: '14d', label: <Trans>Last 14 days</Trans> },
+  { value: '30d', label: <Trans>Last 30 days</Trans> },
+];
+
+export const DocumentsTablePeriodFilter = () => {
+  const [{ period }, setSearchParams] = useQueryStates(
+    {
+      period: documentsSearchParams.period,
+      page: documentsSearchParams.page,
+    },
+    { history: 'push' },
+  );
+
+  const onChange = (newPeriod: string | null) => {
+    void setSearchParams({
+      period: DOCUMENTS_PERIOD_VALUES.find((value) => value === newPeriod) ?? null,
+      page: null,
+    });
+  };
+
+  return (
+    <FilterPill
+      icon={CalendarIcon}
+      label={<Trans>Period</Trans>}
+      value={period}
+      onChange={onChange}
+      options={PERIOD_OPTIONS}
+      testId="documents-table-period-filter"
+    />
+  );
+};
@@ -1,63 +1,61 @@
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import { trpc } from '@documenso/trpc/react';
-import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { useLocation, useNavigate, useSearchParams } from 'react-router';
+import { UserIcon } from 'lucide-react';
+import { useQueryStates } from 'nuqs';
+
+import { FilterPill } from '~/components/general/filter-pill';
+import { documentsSearchParams } from '~/utils/documents-search-params';

 type DocumentsTableSenderFilterProps = {
  teamId: number;
 };

 export const DocumentsTableSenderFilter = ({ teamId }: DocumentsTableSenderFilterProps) => {
-  const { pathname } = useLocation();
-  const [searchParams] = useSearchParams();
-  const navigate = useNavigate();
+  const { _ } = useLingui();

  const isMounted = useIsMounted();

-  const senderIds = (searchParams?.get('senderIds') ?? '').split(',').filter((value) => value !== '');
+  const [{ senderIds }, setSearchParams] = useQueryStates(
+    {
+      senderIds: documentsSearchParams.senderIds,
+      page: documentsSearchParams.page,
+    },
+    { history: 'push' },
+  );
+
+  const selectedSenderIds = (senderIds ?? []).map((senderId) => senderId.toString());

  const { data, isLoading } = trpc.team.member.getMany.useQuery({
    teamId,
  });

-  const comboBoxOptions = (data ?? []).map((member) => ({
+  const options = (data ?? []).map((member) => ({
    label: member.name ?? member.email,
    value: member.userId.toString(),
  }));

  const onChange = (newSenderIds: string[]) => {
-    if (!pathname) {
-      return;
-    }
-
-    const params = new URLSearchParams(searchParams?.toString());
-
-    params.set('senderIds', newSenderIds.join(','));
-
-    if (newSenderIds.length === 0) {
-      params.delete('senderIds');
-    }
-
-    void navigate(`${pathname}?${params.toString()}`, { preventScrollReset: true });
+    void setSearchParams({
+      senderIds: newSenderIds.length > 0 ? newSenderIds.map(Number) : null,
+      page: null,
+    });
  };

  return (
-    <MultiSelectCombobox
-      emptySelectionPlaceholder={
-        <p className="font-normal text-muted-foreground">
-          <Trans>
-            <span className="text-muted-foreground/70">Sender:</span> All
-          </Trans>
-        </p>
-      }
-      enableClearAllButton={true}
-      inputPlaceholder={msg`Search`}
-      loading={!isMounted || isLoading}
-      options={comboBoxOptions}
-      selectedValues={senderIds}
+    <FilterPill
+      multiple
+      icon={UserIcon}
+      label={<Trans>Sender</Trans>}
+      value={selectedSenderIds}
      onChange={onChange}
+      options={options}
+      enableSearch
+      searchPlaceholder={_(msg`Search members...`)}
+      loading={!isMounted || isLoading}
+      testId="documents-table-sender-filter"
    />
  );
 };
@@ -0,0 +1,98 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { STATS_COUNT_CAP } from '@documenso/lib/constants/document';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import type { TFindDocumentsInternalResponse } from '@documenso/trpc/server/document-router/find-documents-internal.types';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { OrganisationType } from '@prisma/client';
+import { ListFilterIcon } from 'lucide-react';
+import { useQueryStates } from 'nuqs';
+import { useMemo } from 'react';
+
+import { DocumentStatus, FRIENDLY_STATUS_MAP } from '~/components/general/document/document-status';
+import { FilterPill } from '~/components/general/filter-pill';
+import { documentsSearchParams } from '~/utils/documents-search-params';
+
+type DocumentsTableStatusFilterProps = {
+  stats: TFindDocumentsInternalResponse['stats'];
+};
+
+export const DocumentsTableStatusFilter = ({ stats }: DocumentsTableStatusFilterProps) => {
+  const { _ } = useLingui();
+
+  const organisation = useCurrentOrganisation();
+
+  const [{ status }, setSearchParams] = useQueryStates(
+    {
+      status: documentsSearchParams.status,
+      page: documentsSearchParams.page,
+    },
+    { history: 'push' },
+  );
+
+  const selectableStatuses = useMemo(
+    () =>
+      SELECTABLE_STATUSES.filter((value) => {
+        if (organisation.type === OrganisationType.PERSONAL) {
+          return value !== ExtendedDocumentStatus.INBOX;
+        }
+
+        return true;
+      }),
+    [organisation.type],
+  );
+
+  const selectedStatus = useMemo(
+    () => selectableStatuses.find((value) => value === status) ?? null,
+    [selectableStatuses, status],
+  );
+
+  const onChange = (newStatus: string | null) => {
+    void setSearchParams({
+      status: selectableStatuses.find((value) => value === newStatus) ?? null,
+      page: null,
+    });
+  };
+
+  return (
+    <>
+      <FilterPill
+        icon={ListFilterIcon}
+        label={<Trans>Status</Trans>}
+        value={selectedStatus}
+        onChange={onChange}
+        selectedLabel={selectedStatus && <DocumentStatus status={selectedStatus} className="[&>svg]:mr-1.5" />}
+        options={selectableStatuses.map((value) => ({
+          value,
+          label: <DocumentStatus status={value} />,
+          trailing: formatStatsCount(stats[value]),
+        }))}
+        testId="documents-table-status-filter"
+      />
+
+      {/* Visually hidden document counts, for screen readers and tests. */}
+      <span className="sr-only" data-testid="documents-status-counts">
+        {[...selectableStatuses, ExtendedDocumentStatus.ALL].map((value) => (
+          <span key={value}>
+            {_(FRIENDLY_STATUS_MAP[value].label)}:{' '}
+            <span data-testid={`documents-status-count-${value}`}>{stats[value]}</span>
+          </span>
+        ))}
+      </span>
+    </>
+  );
+};
+
+const SELECTABLE_STATUSES: ExtendedDocumentStatus[] = [
+  ExtendedDocumentStatus.INBOX,
+  ExtendedDocumentStatus.PENDING,
+  ExtendedDocumentStatus.COMPLETED,
+  ExtendedDocumentStatus.CANCELLED,
+  ExtendedDocumentStatus.DRAFT,
+  ExtendedDocumentStatus.REJECTED,
+  ExtendedDocumentStatus.EXPIRED,
+];
+
+const formatStatsCount = (count: number) => {
+  return count >= STATS_COUNT_CAP ? `${STATS_COUNT_CAP.toLocaleString()}+` : count.toString();
+};
@@ -1,9 +1,11 @@
 import { Button } from '@documenso/ui/primitives/button';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { FolderInputIcon, Trash2Icon, XCircleIcon, XIcon } from 'lucide-react';
+import { DownloadIcon, FolderInputIcon, Trash2Icon, XCircleIcon, XIcon } from 'lucide-react';
+import { useEffect } from 'react';

 export type EnvelopesTableBulkActionBarProps = {
  selectedCount: number;
+  onDownloadClick?: () => void;
  onMoveClick: () => void;
  onDeleteClick: () => void;
  onCancelClick?: () => void;
@@ -12,6 +14,7 @@ export type EnvelopesTableBulkActionBarProps = {

 export const EnvelopesTableBulkActionBar = ({
  selectedCount,
+  onDownloadClick,
  onMoveClick,
  onDeleteClick,
  onCancelClick,
@@ -19,37 +22,106 @@ export const EnvelopesTableBulkActionBar = ({
 }: EnvelopesTableBulkActionBarProps) => {
  const { t } = useLingui();

+  useEffect(() => {
+    if (selectedCount === 0) {
+      return;
+    }
+
+    const onKeyDown = (event: KeyboardEvent) => {
+      // Radix dismissable layers (dialogs, dropdowns, etc) call preventDefault
+      // when handling Escape, so this only clears the selection when nothing
+      // else consumed the key press.
+      if (event.key === 'Escape' && !event.defaultPrevented) {
+        onClearSelection();
+      }
+    };
+
+    window.addEventListener('keydown', onKeyDown);
+    return () => window.removeEventListener('keydown', onKeyDown);
+  }, [selectedCount, onClearSelection]);
+
  if (selectedCount === 0) {
    return null;
  }

  return (
-    <div className="fixed bottom-4 left-1/2 z-50 flex -translate-x-1/2 items-center gap-x-4 rounded-lg border border-border bg-background px-4 py-3 shadow-lg">
-      <span className="font-medium text-sm">
-        <Trans>{selectedCount} selected</Trans>
-      </span>
+    <div className="fixed bottom-6 left-1/2 z-50 flex -translate-x-1/2 items-center gap-x-1 rounded-xl bg-popover p-1.5 text-popover-foreground shadow-lg ring-1 ring-black/10 dark:ring-white/10">
+      <div className="flex items-center gap-x-2 px-2">
+        <span className="sr-only" aria-live="polite">
+          <Trans>{selectedCount} selected</Trans>
+        </span>
+        <span
+          aria-hidden="true"
+          className="flex h-5 min-w-5 items-center justify-center rounded-md bg-primary px-1 font-semibold text-primary-foreground text-xs tabular-nums"
+        >
+          {selectedCount}
+        </span>
+        <span aria-hidden="true" className="font-medium text-foreground text-sm max-[420px]:hidden">
+          <Trans>selected</Trans>
+        </span>
+      </div>

-      <div className="h-6 w-px bg-border" />
+      <div className="mx-1 h-5 w-px bg-border" />

-      <Button type="button" variant="outline" size="sm" onClick={onMoveClick}>
-        <FolderInputIcon className="mr-2 h-4 w-4" />
-        <Trans>Move to Folder</Trans>
+      <Button
+        type="button"
+        variant="ghost"
+        size="sm"
+        onClick={onMoveClick}
+        className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2"
+      >
+        <FolderInputIcon className="size-4 shrink-0" />
+        <Trans>Move</Trans>
      </Button>

+      {onDownloadClick && (
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          onClick={onDownloadClick}
+          className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2"
+        >
+          <DownloadIcon className="size-4 shrink-0" />
+          <Trans>Download</Trans>
+        </Button>
+      )}
+
      {onCancelClick && (
-        <Button type="button" variant="outline" size="sm" onClick={onCancelClick}>
-          <XCircleIcon className="mr-2 h-4 w-4" />
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          onClick={onCancelClick}
+          className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2"
+        >
+          <XCircleIcon className="size-4 shrink-0" />
          <Trans>Cancel</Trans>
        </Button>
      )}

-      <Button type="button" variant="destructive" size="sm" onClick={onDeleteClick}>
-        <Trash2Icon className="mr-2 h-4 w-4" />
+      <Button
+        type="button"
+        variant="ghost"
+        size="sm"
+        onClick={onDeleteClick}
+        className="h-8 gap-x-1.5 py-1.5 pr-2.5 pl-2 text-destructive hover:bg-destructive/10 hover:text-destructive"
+      >
+        <Trash2Icon className="size-4 shrink-0" />
        <Trans>Delete</Trans>
      </Button>

-      <Button variant="ghost" size="sm" onClick={onClearSelection} aria-label={t`Clear selection`}>
-        <XIcon className="h-4 w-4" />
+      <div className="mx-1 h-5 w-px bg-border" />
+
+      <Button
+        type="button"
+        variant="ghost"
+        size="sm"
+        onClick={onClearSelection}
+        aria-label={t`Clear selection`}
+        className="h-8 w-8 p-0"
+      >
+        <XIcon className="size-4 shrink-0" />
      </Button>
    </div>
  );
@@ -253,8 +253,8 @@ export const OrganisationInsightsTable = ({
      </div>

      {isLoading && (
-        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
-          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        <div className="absolute inset-0 flex items-center justify-center bg-background/50">
+          <Loader className="h-8 w-8 animate-spin text-muted-foreground" />
        </div>
      )}
    </div>
@@ -76,7 +76,7 @@ export const OrganisationTeamsTable = () => {
        cell: ({ row }) => (
          <div className="flex justify-end space-x-2">
            <Button variant="outline" asChild>
-              <Link to={`/t/${row.original.url}/settings`}>
+              <Link to={`/t/${row.original.url}/settings/general`}>
                <Trans>Manage</Trans>
              </Link>
            </Button>
@@ -72,7 +72,7 @@ export const SettingsPublicProfileTemplatesTable = () => {

  return (
    <div>
-      <div className="mt-6 divide-y divide-neutral-200 overflow-hidden rounded-lg border border-neutral-200 dark:divide-foreground/30 dark:border-foreground/30">
+      <div className="mt-6 divide-y divide-border overflow-hidden rounded-lg border border-border">
        {/* Loading and error handling states. */}
        {publicDirectTemplates.length === 0 && (
          <>
@@ -132,7 +132,7 @@ export const SettingsPublicProfileTemplatesTable = () => {

              <div>
                <p className="break-all text-sm">{template.publicTitle}</p>
-                <p className="break-all text-neutral-400 text-xs">{template.publicDescription}</p>
+                <p className="break-all text-muted-foreground text-xs">{template.publicDescription}</p>
              </div>
            </div>

@@ -134,7 +134,7 @@ export const TemplatesTable = ({
                    </p>
                  </li>
                  <li>
-                    <div className="mb-2 flex w-fit flex-row items-center rounded border border-neutral-300 bg-neutral-200 px-1.5 py-0.5 text-xs dark:border-neutral-500 dark:bg-neutral-600">
+                    <div className="mb-2 flex w-fit flex-row items-center rounded border border-border bg-muted px-1.5 py-0.5 text-xs">
                      <Link2Icon className="mr-1 h-3 w-3" />
                      <Trans>direct link</Trans>
                    </div>
@@ -310,8 +310,8 @@ export const TemplatesTable = ({
      </DataTable>

      {isPending && (
-        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
-          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        <div className="absolute inset-0 flex items-center justify-center bg-background/50">
+          <Loader className="h-8 w-8 animate-spin text-muted-foreground" />
        </div>
      )}
    </div>
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
Ephraim Duncan	ff24229afb	Merge branch 'main' into fix/replace-hardcoded-grays-with-theme-tokens	2026-08-19 10:21:45 +00:00
Ephraim Duncan	d42254ff52	docs(api): document cancel endpoint and fix get-many body shape (#3135 ) ## Description Documents API page: adds the missing Cancel Document section and fixes a fabricated request body on get-many that would fail schema validation for anyone copying the docs. ## Changes Made - Added a `## Cancel Document` section: `POST /envelope/cancel` with `{ envelopeId, reason? }`, PENDING-only (400 otherwise), not idempotent, two-stage access (404 if not visible, 401 without owner/MANAGER+), fires `DOCUMENT_CANCELLED` webhook, emails only SENT/OPENED non-CC non-rejected recipients. - Replaced the fabricated `envelopeIds: [...]` get-many body with the real nested selector: `{ "ids": { "type": "envelopeId" \| "documentId" \| "templateId", "ids": [...] } }` (string[] for envelopeId, number[] otherwise, 1–20 IDs). - Added the missing `### Response` for get-many (`{ "data": [...] }`) and documented silent filtering of inaccessible IDs (no 404). - Added `CANCELLED` to the status table, mermaid state diagram, transitions prose, and filter values. - Removed the nonexistent `source: "API"` value (real enum: `DOCUMENT \| TEMPLATE \| TEMPLATE_DIRECT_LINK`). - Fixed fabricated `pagination` wrappers to the real flat shape `{ data, count, currentPage, perPage, totalPages }`; fixed Field `id` type and mismatched code fences. - Migration guide: warned that get-many's body shape changed from `documentIds: number[]` — the breaking part of that migration. ## Testing Performed Docs-only change (plus the migration guide). Verified against the envelope-router types, `cancel-document.ts`, the cancel e2e spec, and `schema.prisma`.	2026-08-19 09:28:55 +00:00
Ephraim Duncan	914e325486	docs(trpc): add openapi descriptions to envelope cancel, delete and update routes (#3134 ) ## Description The envelope cancel, delete, and update routes rendered without descriptions in the generated OpenAPI reference. ## Changes Made - Added route-level OpenAPI `description` to `cancel-envelope.types.ts`, `delete-envelope.types.ts`, and `update-envelope.types.ts`. - Added field-level `.describe()` calls on request schemas, matching the style of sibling envelope-router schemas (e.g. `get-envelopes-by-ids.types.ts`, `distribute-envelope.types.ts`). ## Testing Performed `npx tsc --noEmit -p packages/trpc` passes with no errors. Metadata-only change — no runtime behavior affected.	2026-08-19 09:28:40 +00:00
Ephraim Duncan	05f646b326	docs(api): document rate limit headers and 429 variants (#3133 ) ## Description The rate limits page claimed "No rate limit headers are currently provided" and advised a fixed 60-second wait. The middleware has been setting standard headers on every API response. ## Changes Made - Documented `X-RateLimit-Limit`, `X-RateLimit-Remaining`, and `X-RateLimit-Reset` (Unix epoch seconds) on every `/api/v1`, `/api/v2`, and `/api/v2-beta` response, and `Retry-After` (seconds, min 1) on 429s. - Explained that windows are fixed epoch-aligned 1-minute buckets, so the real wait is 1–60s — clients should honor `Retry-After` instead of sleeping a fixed 60s. - Showed both 429 body shapes: the global per-IP limiter's `{ "error": ... }` vs AppError-based `code`/`message`/`statusCode`. - Covered the three distinct 429 sources: global per-IP limit, organisation windowed limits, and monthly envelope quota (which sends no rate-limit headers). - Added `/api/v2-beta/*` to the documented scope; left the verified-correct 1000/min figure and plan-limits table untouched. ## Testing Performed Docs-only change. Verified against `rate-limit-middleware.ts`, `rate-limit.ts`, `check-organisation-rate-limits.ts`, `check-monthly-quota.ts`, and the remix server router.	2026-08-19 09:28:23 +00:00
Ephraim Duncan	0099dd672a	feat(ui): redesign recipient field hover card (#3070 ) Redesigns the popover shown when hovering a recipient field avatar in the envelope view. - Field-first hierarchy: header shows field-type icon + "{Type} field" with inline status (Signed/Pending/Read Only) as a colored dot + label - Recipient (name/email) moved to a recessed footer well as secondary context - Hide-field action moved from floating over the text to a ghost icon button in the footer well - Added a `FieldType` → icon map mirroring `field-selector.tsx` ## Screenshots \| Before \| After \| \| --- \| --- \| \| <img src="https://raw.githubusercontent.com/ephraimduncan/documenso/assets-pr-3070-hover-card/.github/assets/hover-before.png" width="320" alt="Previous hover tooltip: centered badge, title and recipient text" /> \| <img src="https://raw.githubusercontent.com/ephraimduncan/documenso/assets-pr-3070-hover-card/.github/assets/hover-after.png" width="320" alt="New hover card: field-first header with status, recipient footer well" /> \|	2026-08-19 09:23:48 +00:00
Lucas Smith	871c2a6f0e	fix: surface actionable errors when completing documents (#3229 )	2026-08-18 21:08:05 +10:00
David Nguyen	9bab1cddb3	chore: add github action timeouts (#3228 )	2026-08-18 12:55:22 +10:00
Lucas Smith	3e0c1c444a	chore: deps 2026-08-17 (#3225 )	2026-08-18 12:54:54 +10:00
David Nguyen	6a8fe6f1ad	chore: remove planning skills (#3177 )	2026-08-18 12:23:28 +10:00
Lucas Smith	779de01fe8	feat: migrate to react 19 (#3107 )	2026-08-17 16:58:11 +10:00
Lucas Smith	283c6d274b	fix: use documenso fork of skia-canvas for rendering (#3214 ) Use our fork of `skia-canvas` for rendering which handles encoding characters correctly with the caveat font and other similar fonts that can group glyphs like ligatures. This resolves issues with pdf text extraction where characters were unable to be extracted due to lacking any data within the cmaps.	2026-08-17 15:23:19 +10:00
Catalin Pit	688ef2fdf3	fix: docker healtcheck (#3176 )	2026-08-14 13:02:48 +03:00
Konrad	a5e37af3e8	chore: update Polish translations (#3210 )	2026-08-14 10:40:42 +10:00
David Nguyen	617f8cc204	feat: show feature gated setting pages (#3167 )	2026-08-12 17:33:08 +10:00
Christopher Ryan	1bd09480e6	feat(remix): support serving app under a sub-path via NEXT_PUBLIC_BASE_PATH (#2824 )	2026-08-12 16:12:28 +10:00
github-actions[bot]	962cffc9f5	chore: extract translations (#3163 )	2026-08-10 15:17:49 +10:00
David Nguyen	820b319474	fix: restore overriden translations (#3161 )	2026-08-10 15:13:45 +10:00
David Nguyen	797f5c0e79	fix: improve unified settings (#3160 )	2026-08-10 14:57:19 +10:00
Lucas Smith	fc95ee9ead	fix: handle completion when already signed (#3159 ) Previously attempting to complete a document which is already completed you'd get a generic error toast. Now when completing a document that you have already completed you are redirected to the completed page. Handles cases where two mutations managed to fire racing eachother.	2026-08-10 09:25:41 +10:00
David Nguyen	d6cf3fec4b	feat: unify settings (#3128 )	2026-08-09 16:00:55 +10:00
Lucas Smith	f0ab7c112e	fix: add more logging for errors on sign or complete (#3151 )	2026-08-05 11:29:38 +10:00
Lucas Smith	8bfcec8ee6	fix: add logging for errors on sign or complete (#3149 )	2026-08-05 08:12:55 +10:00
Lucas Smith	9c27ce6d18	feat: replace document status tabs with filter pills (#3145 ) Swaps the tab row and dropdowns for faceted filter pills (status, sender, period) with a shared reset, and moves URL param handling to nuqs. <img width="2198" height="1674" alt="image" src="https://github.com/user-attachments/assets/6996431c-09c8-45c3-bc30-f0a1e503c941" />	2026-08-03 22:52:11 +10:00
Ephraim Duncan	b3c609a549	feat: bulk download documents (#2711 )	2026-08-03 20:55:43 +10:00
Ephraim Duncan	29020bcbed	docs(webhooks): correct retry policy, timeout and payload reference (#3132 ) ## Description Corrects the webhooks documentation, which described delivery behavior that does not exist in the implementation. ## Changes Made - Replaced the fabricated retry schedule (5 attempts / immediate-to-2h backoff) with the real provider-dependent behavior: retries belong to the job provider (`NEXT_PRIVATE_JOBS_PROVIDER`) — local (default) 4 total attempts back-to-back, BullMQ 3 attempts with exponential backoff from 1s, Inngest 5 attempts with platform backoff. - Fixed the webhook timeout from 30 seconds to 10 seconds (`WEBHOOK_TIMEOUT_MS = 10_000`, hard abort). - Clarified failure semantics: non-2xx fails, 3xx redirects are not followed (`redirect: 'manual'`), network/SSRF-blocked calls record response code 0; failed deliveries mark only the `WebhookCall` record — the webhook itself is never auto-disabled. - Corrected URL requirements: `http://` is accepted; documented the SSRF guard (private/loopback blocked, `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` bypass for self-hosters). - Added `envelopeId` to both field tables and all payload/recipient JSON examples; framed numeric `id` as the legacy v1 identifier. - Removed a documented `documentMeta` field that exists in neither the Zod schema nor Prisma; fixed timezone/dateFormat examples to the hardcoded `Etc/UTC` / `yyyy-MM-dd hh:mm a` values. - Added missing `REJECTED`/`CANCELLED` statuses and `TEMPLATE_DIRECT_LINK` source; fixed `templateId` to `null` on TEMPLATE_* examples; documented the previously missing `RECIPIENT_EXPIRED` event across setup, events, and verification pages. ## Testing Performed Docs-only change. Every claim verified against the implementation (`execute-webhook-call.ts`, job clients, `webhook-payload.ts`, `assert-webhook-url.ts`, webhook-router schema).	2026-08-03 12:16:39 +10:00
ephraimduncan	a3dc96e8c1	fix(ui): replace hardcoded gray/neutral classes	2026-07-07 06:12:10 +00:00