Merge branch 'main' into fix/cc-recipient-order-last

Adds a dedicated self-hosting page documenting how to apply an
Enterprise license key, and cross-links it from the related docs.

New page: self-hosting/configuration/license.mdx — "Apply Your License
Key"
Set NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY (Docker Compose / docker run /
.env tabs)

apps/docs/content/docs/policies/enterprise-edition.mdx

@@ -76,6 +76,8 @@ The Enterprise Edition is required when you:
     4. Restart your Documenso instance
     5. Verify the license is active in the **Admin Panel** under the **Stats** section
 
+    See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
+
   </Accordion>
 </Accordions>
 
@@ -197,7 +199,7 @@ See [Support](/docs/policies/support) for complete support options.
     1. Sign the Enterprise license agreement
     2. Receive license key and access credentials
     3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
-    4. Configure Enterprise features with support assistance
+    4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
 
   </Step>
   <Step>
@@ -238,6 +240,7 @@ See [Support](/docs/policies/support) for complete support options.
 
 ## Related
 
+- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
 - [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
 - [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
 - [Support](/docs/policies/support) - Support channels and response times

apps/docs/content/docs/self-hosting/configuration/environment.mdx

@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
 
 ## Enterprise Features
 
-These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
+These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
 
 | Variable                             | Description                                      |
 | ------------------------------------ | ------------------------------------------------ |
-| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features              |
+| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
 | `NEXT_PRIVATE_STRIPE_API_KEY`        | Stripe API key for billing                       |
 | `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret                            |
 | `NEXT_PRIVATE_SES_ACCESS_KEY_ID`     | AWS SES access key for email domain verification |

apps/docs/content/docs/self-hosting/configuration/license.mdx

@@ -0,0 +1,107 @@
+---
+title: Apply Your License Key
+description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
+
+<Callout type="info">
+  The license key applies to your **whole instance**, not an individual user account. There's one
+  key per deployment.
+</Callout>
+
+## Prerequisites
+
+- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
+  Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
+  See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
+- A running self-hosted Documenso instance that you're able to restart
+
+## Step 1: Set the environment variable
+
+Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
+
+<Tabs items={['Docker Compose', 'docker run', '.env']}>
+<Tab value="Docker Compose">
+
+Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+Then apply it:
+
+```bash
+docker compose up -d
+```
+
+</Tab>
+<Tab value="docker run">
+
+```bash
+docker run -d \
+  --name documenso \
+  -e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
+  documenso/documenso:latest
+```
+
+</Tab>
+<Tab value=".env">
+
+If you're running Documenso directly (not in a container), add the variable to your `.env` file:
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+</Tab>
+</Tabs>
+
+## Step 2: Restart the instance
+
+The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
+
+```bash
+# Docker Compose
+docker compose restart documenso
+
+# Docker
+docker restart documenso
+```
+
+On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
+
+## What the license enables
+
+A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
+
+- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
+- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
+
+## Troubleshooting
+
+<Accordions type="multiple">
+  <Accordion title="Enterprise features are still unavailable after applying the key">
+    - Confirm the key is present in the environment the running process actually reads — `docker
+      exec` into the container and check `env | grep LICENSE` if unsure.
+    - Confirm the instance was fully restarted after the variable was set, not just reloaded.
+    - Re-copy the key to rule out truncation or accidental whitespace.
+  </Accordion>
+  <Accordion title="A specific feature still isn't working">
+    Instance-wide features (like CSC signing) also need their own configuration — an active license
+    alone isn't enough. Check that feature's guide to confirm the required settings are in place.
+    Per-organisation features additionally need to be provisioned for the organisation that's using
+    them.
+  </Accordion>
+</Accordions>
+
+## See Also
+
+- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
+- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
+- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing

apps/docs/content/docs/self-hosting/configuration/meta.json

@@ -2,6 +2,7 @@
   "title": "Configuration",
   "pages": [
     "environment",
+    "license",
     "database",
     "email",
     "storage",

apps/docs/content/docs/self-hosting/configuration/signing-certificate/csc-qes.mdx

@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
 
 ### Enterprise Edition license
 
-CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
+CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
 
 </Step>
 <Step>

apps/docs/content/docs/self-hosting/index.mdx

@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
 
 Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
 
-See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
+See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
 
 ---
 

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

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -23,7 +24,7 @@ import { useParams } from 'react-router';
 import { z } from 'zod';
 
 const ZCreateFolderFormSchema = z.object({
-  name: z.string().min(1, { message: 'Folder name is required' }),
+  name: ZNameSchema,
 });
 
 type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -65,7 +66,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
       toast({
         description: t`Folder created successfully`,
       });
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: t`Failed to create folder`,
         description: t`An unknown error occurred while creating the folder.`,

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

@@ -1,5 +1,6 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,8 +24,6 @@ import { useEffect } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
-
 export type FolderUpdateDialogProps = {
   folder: TFolderWithSubfolders | null;
   isOpen: boolean;
@@ -32,7 +31,7 @@ export type FolderUpdateDialogProps = {
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 export const ZUpdateFolderFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
   visibility: z.nativeEnum(DocumentVisibility).optional(),
 });
 
@@ -40,7 +39,6 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
 
 export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
   const { t } = useLingui();
-  const team = useOptionalCurrentTeam();
 
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();

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

@@ -1,5 +1,6 @@
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,14 +26,13 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 import { z } from 'zod';
-
 export type PasskeyCreateDialogProps = {
   trigger?: React.ReactNode;
   onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZCreatePasskeyFormSchema = z.object({
-  passkeyName: z.string().min(3),
+  passkeyName: ZNameSchema,
 });
 
 type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;

apps/remix/app/components/dialogs/team-email-update-dialog.tsx

@@ -1,4 +1,5 @@
 import { trpc } from '@documenso/trpc/react';
+import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -19,16 +20,16 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
-import { z } from 'zod';
+import type { z } from 'zod';
 
 export type TeamEmailUpdateDialogProps = {
   teamEmail: TeamEmail;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-const ZUpdateTeamEmailFormSchema = z.object({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
-});
+const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
+  data: true,
+}).shape.data;
 
 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
 
@@ -44,6 +45,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
     defaultValues: {
       name: teamEmail.name,
     },
+    mode: 'onSubmit',
   });
 
   const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();

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

@@ -1,5 +1,10 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import {
+  BRANDING_LOGO_ALLOWED_TYPES,
+  BRANDING_LOGO_MAX_SIZE_BYTES,
+  BRANDING_LOGO_MAX_SIZE_MB,
+} from '@documenso/lib/constants/branding';
 import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
 import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
 import { cn } from '@documenso/ui/lib/utils';
@@ -23,15 +28,15 @@ import { useCspNonce } from '~/utils/nonce';
 
 import { FormStickySaveBar } from './form-sticky-save-bar';
 
-const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
-const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
-
 const ZBrandingPreferencesFormSchema = z.object({
   brandingEnabled: z.boolean().nullable(),
   brandingLogo: z
     .instanceof(File)
-    .refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
-    .refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
+    .refine(
+      (file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
+      `File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
+    )
+    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
     .nullish(),
   brandingUrl: z.string().url().optional().or(z.literal('')),
   brandingCompanyDetails: z.string().max(500).optional(),
@@ -245,7 +250,7 @@ export function BrandingPreferencesForm({
                       <FormControl className="relative">
                         <Input
                           type="file"
-                          accept={ACCEPTED_FILE_TYPES.join(',')}
+                          accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
                           disabled={!isBrandingEnabled}
                           onChange={(e) => {
                             const file = e.target.files?.[0];

apps/remix/app/components/forms/email-transport-form.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import {
   Form,
   FormControl,
@@ -15,8 +16,8 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 const ZEmailTransportFormSchema = z.object({
-  name: z.string().min(1),
-  fromName: z.string().min(1),
+  name: ZNameSchema,
+  fromName: ZNameSchema,
   fromAddress: z.string().email(),
   type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
   host: z.string().optional(),

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

@@ -1,5 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';

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

@@ -1,8 +1,8 @@
 import communityCardsImage from '@documenso/assets/images/community-cards.png';
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';

apps/remix/app/components/general/admin-global-settings-section.tsx

@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
+import type { ReactNode } from 'react';
 
 import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 
@@ -25,38 +26,72 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
 type AdminGlobalSettingsSectionProps = {
   settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
   isTeam?: boolean;
+  /** When viewing a team, the parent organisation settings the team inherits from. */
+  inheritedSettings?: OrganisationGlobalSettings | null;
 };
 
-export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
+export const AdminGlobalSettingsSection = ({
+  settings,
+  isTeam = false,
+  inheritedSettings,
+}: AdminGlobalSettingsSectionProps) => {
   const { _ } = useLingui();
-  const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;
 
   if (!settings) {
     return null;
   }
 
-  const textValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const notSet = <Trans>Not set</Trans>;
+
+  const inheritedValue = (value: ReactNode) => {
+    if (!isTeam || value === null) {
+      return notSet;
     }
 
-    return value;
+    return (
+      <span className="flex items-center gap-1.5">
+        <span className="text-muted-foreground">
+          <Trans>Inherited</Trans>:
+        </span>
+        <span>{value}</span>
+      </span>
+    );
   };
 
-  const brandingTextValue = (value: string | null | undefined) => {
-    if (value === null || value === undefined || value.trim() === '') {
-      return notSetLabel;
+  const textValue = (value: string | null | undefined, inherited?: string | null) => {
+    if (value && value.trim() !== '') {
+      return value;
     }
 
-    return value;
+    if (inherited && inherited.trim() !== '') {
+      return inheritedValue(inherited);
+    }
+
+    return notSet;
   };
 
-  const booleanValue = (value: boolean | null | undefined) => {
-    if (value === null || value === undefined) {
-      return notSetLabel;
+  const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
+
+  const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
+    if (value !== null && value !== undefined) {
+      return booleanLabel(value);
     }
 
-    return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
+    return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
+  };
+
+  const visibilityLabel = (value: string | null | undefined) => {
+    return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
+  };
+
+  const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
+    const label = visibilityLabel(value);
+
+    if (label !== null) {
+      return label;
+    }
+
+    return inheritedValue(visibilityLabel(inherited));
   };
 
   const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -65,70 +100,82 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
     <div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
       <DetailsCard label={<Trans>Document visibility</Trans>}>
         <DetailsValue>
-          {settings.documentVisibility != null
-            ? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
-            : notSetLabel}
+          {visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
         </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document language</Trans>}>
-        <DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document timezone</Trans>}>
-        <DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Date format</Trans>}>
-        <DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include sender details</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include signing certificate</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include audit log</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Delegate document ownership</Trans>}>
-        <DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Typed signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Upload signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Draw signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding</Trans>}>
-        <DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding logo</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding URL</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding company details</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
+        <DetailsValue>
+          {textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Email reply-to</Trans>}>
-        <DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
       </DetailsCard>
 
       {isTeam && parsedEmailSettings.success && (
@@ -145,7 +192,7 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
       )}
 
       <DetailsCard label={<Trans>AI features</Trans>}>
-        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
       </DetailsCard>
     </div>
   );

apps/remix/app/components/general/claim-account.tsx

@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -19,7 +20,6 @@ import { useRef } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
-
 import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';
 
 export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {
 
 export const ZClaimAccountFormSchema = z
   .object({
-    name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
+    name: ZNameSchema,
     email: zEmail().min(1),
     password: ZPasswordSchema,
   })

apps/remix/app/components/general/claim-limit-fields.tsx

@@ -1,11 +1,4 @@
-import {
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
+import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { ReactNode } from 'react';
@@ -13,6 +6,13 @@ import type { Control, FieldValues, Path } from 'react-hook-form';
 
 import { RateLimitArrayInput } from './rate-limit-array-input';
 
+/**
+ * The rate-limit editor renders its own per-row inline errors, but a submit
+ * attempt can still surface array-level Zod issues (e.g. a committed duplicate
+ * window). Rendering the field's message here guarantees the form never fails
+ * silently when those errors are not tied to a row the editor is showing.
+ */
+
 type ClaimLimitFieldsProps<T extends FieldValues> = {
   control: Control<T>;
   /** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,6 +20,12 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
   disabled?: boolean;
 };
 
+type LimitGroup = {
+  title: ReactNode;
+  quotaKey: string;
+  rateLimitKey: string;
+};
+
 export const ClaimLimitFields = <T extends FieldValues>({
   control,
   prefix = '',
@@ -30,13 +36,33 @@ export const ClaimLimitFields = <T extends FieldValues>({
   // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
   const name = (key: string) => `${prefix}${key}` as Path<T>;
 
-  const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
+  const limitGroups: LimitGroup[] = [
+    {
+      title: <Trans>Documents</Trans>,
+      quotaKey: 'documentQuota',
+      rateLimitKey: 'documentRateLimits',
+    },
+    {
+      title: <Trans>Emails</Trans>,
+      quotaKey: 'emailQuota',
+      rateLimitKey: 'emailRateLimits',
+    },
+    {
+      title: <Trans>API</Trans>,
+      quotaKey: 'apiQuota',
+      rateLimitKey: 'apiRateLimits',
+    },
+  ];
+
+  const renderQuotaField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.quotaKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
+          <FormLabel className="text-muted-foreground text-xs">
+            <Trans>Monthly quota</Trans>
+          </FormLabel>
           <FormControl>
             <Input
               type="number"
@@ -47,20 +73,18 @@ export const ClaimLimitFields = <T extends FieldValues>({
               onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
             />
           </FormControl>
-          <FormDescription>{description}</FormDescription>
           <FormMessage />
         </FormItem>
       )}
     />
   );
 
-  const renderRateLimitField = (key: string, label: ReactNode) => (
+  const renderRateLimitField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.rateLimitKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
           <FormControl>
             <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
           </FormControl>
@@ -71,27 +95,30 @@ export const ClaimLimitFields = <T extends FieldValues>({
   );
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
-      <FormLabel>
-        <Trans>Limits</Trans>
-      </FormLabel>
+    <div className="space-y-3">
+      <div>
+        <h3 className="font-semibold text-base">
+          <Trans>Limits</Trans>
+        </h3>
+        <p className="mt-1 text-muted-foreground text-sm">
+          <Trans>
+            Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
+          </Trans>
+        </p>
+      </div>
 
-      {renderQuotaField(
-        'documentQuota',
-        <Trans>Monthly document quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
+      <div className="overflow-hidden rounded-lg border">
+        <div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
+          {limitGroups.map((group) => (
+            <div key={group.quotaKey} className="space-y-4 p-4">
+              <h4 className="font-semibold text-sm">{group.title}</h4>
 
-      {renderQuotaField(
-        'emailQuota',
-        <Trans>Monthly email quota</Trans>,
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
-      )}
-      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
-
-      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
-      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
+              {renderQuotaField(group)}
+              {renderRateLimitField(group)}
+            </div>
+          ))}
+        </div>
+      </div>
     </div>
   );
 };

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

@@ -7,7 +7,12 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
 import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
-import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
+import {
+  isAssistantLastSigner,
+  isCcRecipient,
+  normalizeRecipientSigningOrders,
+  canRecipientBeModified as utilCanRecipientBeModified,
+} from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
 import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
 import {
@@ -156,16 +161,12 @@ export const EnvelopeEditorRecipientForm = () => {
   }, [watchedSigners]);
 
   const normalizeSigningOrders = (signers: typeof watchedSigners) => {
-    return signers
-      .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
-      .map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
+    return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
   };
 
-  const {
-    append: appendSigner,
-    fields: signers,
-    remove: removeSigner,
-  } = useFieldArray({
+  const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
+
+  const { fields: signers, remove: removeSigner } = useFieldArray({
     control,
     name: 'signers',
     keyName: 'nativeId',
@@ -208,14 +209,31 @@ export const EnvelopeEditorRecipientForm = () => {
     return utilCanRecipientBeModified(recipient, fields);
   };
 
+  const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
+    const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
+
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+
+    if (shouldFocus) {
+      const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
+
+      if (signerIndex !== -1) {
+        requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
+      }
+    }
+  };
+
   const onAddSigner = () => {
-    appendSigner({
+    appendNormalizedSigner({
       formId: nanoid(12),
       name: '',
       email: '',
       role: RecipientRole.SIGNER,
       actionAuth: [],
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+      signingOrder: activeRecipientCount + 1,
     });
   };
 
@@ -323,18 +341,16 @@ export const EnvelopeEditorRecipientForm = () => {
 
       form.setFocus(`signers.${emptySignerIndex}.email`);
     } else {
-      appendSigner(
+      appendNormalizedSigner(
         {
           formId: nanoid(12),
           name: currentEditorName ?? '',
           email: currentEditorEmail ?? '',
           role: RecipientRole.SIGNER,
           actionAuth: [],
-          signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
-        },
-        {
-          shouldFocus: true,
+          signingOrder: activeRecipientCount + 1,
         },
+        true,
       );
 
       void form.trigger('signers');
@@ -369,18 +385,14 @@ export const EnvelopeEditorRecipientForm = () => {
 
       items.splice(insertIndex, 0, reorderedSigner);
 
-      const updatedSigners = items.map((signer, index) => ({
-        ...signer,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(items);
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      const lastSigner = updatedSigners[updatedSigners.length - 1];
-      if (lastSigner.role === RecipientRole.ASSISTANT) {
+      if (isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -411,18 +423,19 @@ export const EnvelopeEditorRecipientForm = () => {
         return;
       }
 
-      const updatedSigners = currentSigners.map((signer, idx) => ({
-        ...signer,
-        role: idx === index ? role : signer.role,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
-      }));
+      const updatedSigners = normalizeSigningOrders(
+        currentSigners.map((signer, idx) => ({
+          ...signer,
+          role: idx === index ? role : signer.role,
+        })),
+      );
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
+      if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -447,22 +460,30 @@ export const EnvelopeEditorRecipientForm = () => {
       const currentSigners = form.getValues('signers');
       const signer = currentSigners[index];
 
-      // Remove signer from current position and insert at new position
-      const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
-      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
-      remainingSigners.splice(newPosition, 0, signer);
+      if (isCcRecipient(signer)) {
+        return;
+      }
 
-      const updatedSigners = remainingSigners.map((s, idx) => ({
-        ...s,
-        signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
-      }));
+      const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
+      const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
+      const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
+
+      if (currentSigningOrderIndex === -1) {
+        return;
+      }
+
+      const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
+      nonCcSigners.splice(newPosition, 0, reorderedSigner);
+
+      const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
+      if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -476,10 +497,12 @@ export const EnvelopeEditorRecipientForm = () => {
     setShowSigningOrderConfirmation(false);
 
     const currentSigners = form.getValues('signers');
-    const updatedSigners = currentSigners.map((signer) => ({
-      ...signer,
-      role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
-    }));
+    const updatedSigners = normalizeSigningOrders(
+      currentSigners.map((signer) => ({
+        ...signer,
+        role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+      })),
+    );
 
     form.setValue('signers', updatedSigners, {
       shouldValidate: true,
@@ -796,6 +819,7 @@ export const EnvelopeEditorRecipientForm = () => {
                         isDragDisabled={
                           !isSigningOrderSequential ||
                           isSubmitting ||
+                          isCcRecipient(signer) ||
                           !canRecipientBeModified(signer.id) ||
                           !signer.signingOrder
                         }
@@ -819,7 +843,11 @@ export const EnvelopeEditorRecipientForm = () => {
                               })}
                             >
                               <div className="flex flex-row items-center gap-x-2">
-                                {isSigningOrderSequential && (
+                                {isSigningOrderSequential && isCcRecipient(signer) && (
+                                  <div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
+                                )}
+
+                                {isSigningOrderSequential && !isCcRecipient(signer) && (
                                   <FormField
                                     control={form.control}
                                     name={`signers.${index}.signingOrder`}
@@ -835,7 +863,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                         <FormControl>
                                           <Input
                                             type="number"
-                                            max={signers.length}
+                                            max={activeRecipientCount}
                                             data-testid="signing-order-input"
                                             className={cn(
                                               'w-10 text-center',
@@ -976,7 +1004,6 @@ export const EnvelopeEditorRecipientForm = () => {
                                           onValueChange={(value) => {
                                             // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
                                             handleRoleChange(index, value as RecipientRole);
-                                            field.onChange(value);
                                           }}
                                           disabled={
                                             snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)

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

@@ -42,7 +42,6 @@ import { cn } from '@documenso/ui/lib/utils';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
-import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Dialog,
@@ -52,15 +51,7 @@ import {
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
+import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
@@ -103,7 +94,6 @@ export const ZAddSettingsFormSchema = z.object({
     timezone: ZDocumentMetaTimezoneSchema.default(DEFAULT_DOCUMENT_TIME_ZONE),
     dateFormat: ZDocumentMetaDateFormatSchema.default(DEFAULT_DOCUMENT_DATE_FORMAT),
     distributionMethod: z.nativeEnum(DocumentDistributionMethod).optional().default(DocumentDistributionMethod.EMAIL),
-    includeAuditLog: z.boolean().default(false),
     redirectUrl: z
       .string()
       .optional()
@@ -204,7 +194,6 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
         // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
         dateFormat: (envelope.documentMeta.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT) as TDocumentMetaDateFormat,
         distributionMethod: envelope.documentMeta.distributionMethod || DocumentDistributionMethod.EMAIL,
-        includeAuditLog: envelope.documentMeta.includeAuditLog,
         redirectUrl: envelope.documentMeta.redirectUrl ?? '',
         language: envelope.documentMeta.language ?? 'en',
         emailId: envelope.documentMeta.emailId ?? null,
@@ -262,7 +251,6 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
       emailReplyTo,
       envelopeExpirationPeriod,
       reminderSettings,
-      includeAuditLog,
     } = data.meta;
 
     const parsedGlobalAccessAuth = z.array(ZDocumentAccessAuthTypesSchema).safeParse(data.globalAccessAuth);
@@ -292,7 +280,6 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
           uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
           envelopeExpirationPeriod,
           reminderSettings,
-          includeAuditLog,
         },
       });
 
@@ -937,33 +924,6 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
                         )}
                       />
 
-                      <FormField
-                        control={form.control}
-                        name="meta.includeAuditLog"
-                        render={({ field }) => (
-                          <FormItem>
-                            <div className="flex items-center">
-                              <FormControl>
-                                <Checkbox
-                                  id="include-audit-log"
-                                  checked={field.value}
-                                  disabled={field.disabled}
-                                  onCheckedChange={(checked) => field.onChange(Boolean(checked))}
-                                />
-                              </FormControl>
-
-                              <FormLabel className="ml-2 text-muted-foreground text-sm" htmlFor="include-audit-log">
-                                <Trans>Include audit logs in signed PDF</Trans>
-                              </FormLabel>
-                            </div>
-
-                            <FormDescription>
-                              <Trans>Audit logs can still be downloaded separately from the document logs page.</Trans>
-                            </FormDescription>
-                          </FormItem>
-                        )}
-                      />
-
                       {!isEmbedded && (
                         <FormField
                           control={form.control}

apps/remix/app/components/general/organisation-usage-panel.tsx

@@ -1,13 +1,38 @@
 import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+import {
+  getQuotaUsagePercent,
+  isQuotaExceeded,
+  isQuotaNearing,
+  normalizeCapacityLimit,
+} from '@documenso/lib/universal/quota-usage';
+import { cn } from '@documenso/ui/lib/utils';
+import type { BadgeProps } from '@documenso/ui/primitives/badge';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Progress } from '@documenso/ui/primitives/progress';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationClaim, OrganisationMonthlyStat } from '@prisma/client';
-import { useState } from 'react';
-import { match } from 'ts-pattern';
+import type { LucideIcon } from 'lucide-react';
+import { FileIcon, MailIcon, MailOpenIcon, PlugIcon, UsersIcon, UsersRoundIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useId, useState } from 'react';
+
 import { OrganisationUsageResetButton } from './organisation-usage-reset-button';
 
+type CapacityUsage = {
+  members: number;
+  teams: number;
+};
+
+type UsageRow = {
+  counter: 'document' | 'email' | 'api';
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  effectiveLimit: number | null;
+};
+
 type OrganisationUsagePanelProps = {
   organisationId: string;
   monthlyStats: Pick<
@@ -15,13 +40,151 @@ type OrganisationUsagePanelProps = {
     'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
   >[];
   organisationClaim: OrganisationClaim;
+  capacityUsage?: CapacityUsage;
+};
+
+type UsageCardState = {
+  status: {
+    label: ReactNode;
+    variant: NonNullable<BadgeProps['variant']>;
+  };
+  percent: number;
+  hasFiniteLimit: boolean;
+  progressClassName: string;
+  subtext: ReactNode;
+};
+
+type UsageCardStateOptions = {
+  used: number;
+  limit: number | null | undefined;
+  footnote?: ReactNode;
+};
+
+const getUsageCardState = ({ used, limit, footnote }: UsageCardStateOptions): UsageCardState => {
+  const percent = getQuotaUsagePercent(used, limit ?? null);
+  const hasFiniteLimit = Boolean(limit && limit > 0);
+
+  if (limit === null || limit === undefined) {
+    return {
+      status: { label: <Trans>Unlimited</Trans>, variant: 'neutral' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (limit === 0) {
+    return {
+      status: { label: <Trans>Blocked</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? <Trans>Resource blocked</Trans>,
+    };
+  }
+
+  if (used > limit) {
+    return {
+      status: { label: <Trans>Exceeded</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-destructive',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaExceeded(limit, used)) {
+    return {
+      status: { label: <Trans>Limit reached</Trans>, variant: 'orange' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-orange-500 dark:[&>div]:bg-orange-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaNearing(limit, used)) {
+    return {
+      status: { label: <Trans>Near limit</Trans>, variant: 'warning' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-yellow-500 dark:[&>div]:bg-yellow-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  return {
+    status: { label: <Trans>Within limit</Trans>, variant: 'default' },
+    percent,
+    hasFiniteLimit,
+    progressClassName: '',
+    subtext: footnote ?? null,
+  };
+};
+
+type UsageStatCardProps = {
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  limit: number | null | undefined;
+  /** When true the card is a plain counter with no limit, status or progress. */
+  countOnly?: boolean;
+  footnote?: ReactNode;
+  action?: ReactNode;
+};
+
+const UsageStatCard = ({ label, icon: Icon, used, limit, countOnly = false, footnote, action }: UsageStatCardProps) => {
+  const { status, percent, hasFiniteLimit, progressClassName, subtext } = getUsageCardState({ used, limit, footnote });
+
+  return (
+    <div className="flex flex-col rounded-lg border bg-background p-5">
+      <div className="flex items-center justify-between gap-3">
+        <div className="flex items-center gap-2 font-medium text-foreground text-sm">
+          <Icon className="h-4 w-4 text-muted-foreground" />
+          <span>{label}</span>
+        </div>
+
+        {!countOnly && (
+          <Badge variant={status.variant} size="small">
+            {status.label}
+          </Badge>
+        )}
+      </div>
+
+      <div className="mt-4 flex flex-1 flex-col">
+        <div className="flex items-baseline justify-between gap-2">
+          <div className="flex items-baseline gap-1.5">
+            <span className="font-semibold text-3xl text-foreground tabular-nums tracking-tight">
+              {used.toLocaleString()}
+            </span>
+            {hasFiniteLimit ? (
+              <span className="text-base text-muted-foreground tabular-nums">/ {limit?.toLocaleString()}</span>
+            ) : null}
+          </div>
+
+          {hasFiniteLimit ? (
+            <span className="font-medium text-muted-foreground text-sm tabular-nums">{percent}%</span>
+          ) : null}
+        </div>
+
+        {hasFiniteLimit ? <Progress className={cn('mt-3 h-2', progressClassName)} value={percent} /> : null}
+
+        {subtext ? <p className="mt-2 text-muted-foreground text-xs">{subtext}</p> : null}
+      </div>
+
+      {action ? <div className="mt-4 flex justify-end border-t pt-4">{action}</div> : null}
+    </div>
+  );
 };
 
 export const OrganisationUsagePanel = ({
   organisationId,
   monthlyStats,
   organisationClaim,
+  capacityUsage,
 }: OrganisationUsagePanelProps) => {
+  const monthlyUsagePeriodId = useId();
   const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);
 
   const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
@@ -30,86 +193,105 @@ export const OrganisationUsagePanel = ({
   // current period), so only offer the reset action when viewing the current month.
   const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();
 
-  const rows = [
+  const capacityRows = capacityUsage
+    ? [
+        {
+          key: 'members',
+          label: <Trans>Members</Trans>,
+          icon: UsersIcon,
+          used: capacityUsage.members,
+          limit: normalizeCapacityLimit(organisationClaim.memberCount),
+        },
+        {
+          key: 'teams',
+          label: <Trans>Teams</Trans>,
+          icon: UsersRoundIcon,
+          used: capacityUsage.teams,
+          limit: normalizeCapacityLimit(organisationClaim.teamCount),
+        },
+      ]
+    : [];
+
+  const monthlyRows: UsageRow[] = [
     {
-      counter: 'document' as const,
+      counter: 'document',
       label: <Trans>Documents</Trans>,
+      icon: FileIcon,
       used: selectedStat?.documentCount ?? 0,
       effectiveLimit: organisationClaim.documentQuota,
     },
     {
-      counter: 'email' as const,
+      counter: 'email',
       label: <Trans>Emails</Trans>,
+      icon: MailIcon,
       used: selectedStat?.emailCount ?? 0,
       effectiveLimit: organisationClaim.emailQuota,
     },
     {
-      counter: 'api' as const,
+      counter: 'api',
       label: <Trans>API requests</Trans>,
+      icon: PlugIcon,
       used: selectedStat?.apiCount ?? 0,
       effectiveLimit: organisationClaim.apiQuota,
     },
   ];
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
-      <div className="flex items-center justify-between gap-2">
-        <h3 className="font-medium text-sm">
-          <Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
-        </h3>
+    <div className="mt-4 space-y-6">
+      {capacityRows.length > 0 ? (
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
+          {capacityRows.map((row) => (
+            <UsageStatCard key={row.key} label={row.label} icon={row.icon} used={row.used} limit={row.limit} />
+          ))}
+        </div>
+      ) : null}
 
-        {monthlyStats.length > 0 && (
-          <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
-            <SelectTrigger className="w-40">
-              <SelectValue />
-            </SelectTrigger>
-            <SelectContent>
-              {monthlyStats.map((stat) => (
-                <SelectItem key={stat.period} value={stat.period}>
-                  {stat.period}
-                </SelectItem>
-              ))}
-            </SelectContent>
-          </Select>
-        )}
-      </div>
+      <div className="space-y-3">
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+          <h3 id={monthlyUsagePeriodId} className="font-semibold text-base">
+            <Trans>Monthly usage</Trans>
+          </h3>
 
-      {rows.map((row) => {
-        const percent =
-          row.effectiveLimit && row.effectiveLimit > 0
-            ? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
-            : 0;
+          {monthlyStats.length > 0 ? (
+            <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
+              <SelectTrigger className="h-9 w-full sm:w-44" aria-labelledby={monthlyUsagePeriodId}>
+                <SelectValue />
+              </SelectTrigger>
+              <SelectContent>
+                {monthlyStats.map((stat) => (
+                  <SelectItem key={stat.period} value={stat.period}>
+                    {stat.period}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          ) : null}
+        </div>
 
-        return (
-          <div key={row.counter} className="space-y-1">
-            <div className="flex items-center justify-between text-sm">
-              <span>{row.label}</span>
-              <span className="text-muted-foreground">
-                {row.used} /{' '}
-                {match(row.effectiveLimit)
-                  .with(null, () => <Trans>Unlimited</Trans>)
-                  .with(0, () => <Trans>Blocked</Trans>)
-                  .otherwise(String)}
-              </span>
-            </div>
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
+          {monthlyRows.map((row) => (
+            <UsageStatCard
+              key={row.counter}
+              label={row.label}
+              icon={row.icon}
+              used={row.used}
+              limit={row.effectiveLimit}
+              action={
+                selectedStat && isCurrentPeriod ? (
+                  <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
+                ) : undefined
+              }
+            />
+          ))}
 
-            {row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
-
-            {selectedStat && isCurrentPeriod && (
-              <div className="flex w-full justify-end pt-1">
-                <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
-              </div>
-            )}
-          </div>
-        );
-      })}
-
-      <div className="space-y-1">
-        <div className="flex items-center justify-between text-sm">
-          <span>
-            <Trans>Reports</Trans>
-          </span>
-          <span className="text-muted-foreground">{selectedStat?.emailReports ?? 0}</span>
+          <UsageStatCard
+            label={<Trans>Reports</Trans>}
+            icon={MailOpenIcon}
+            used={selectedStat?.emailReports ?? 0}
+            limit={null}
+            countOnly
+            footnote={<Trans>Sent this period</Trans>}
+          />
         </div>
       </div>
     </div>

apps/remix/app/components/general/organisation-usage-reset-button.tsx

@@ -2,6 +2,7 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { Trans, useLingui } from '@lingui/react/macro';
+import { RotateCcwIcon } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 type OrganisationUsageResetButtonProps = {
@@ -32,6 +33,7 @@ export const OrganisationUsageResetButton = ({ organisationId, counter }: Organi
       loading={isPending}
       onClick={() => reset({ organisationId, counter })}
     >
+      <RotateCcwIcon className="mr-2 h-3.5 w-3.5" />
       <Trans>Reset</Trans>
     </Button>
   );

apps/remix/app/components/general/rate-limit-array-input.tsx

@@ -1,7 +1,9 @@
+import { RATE_LIMIT_WINDOW_REGEX } from '@documenso/lib/types/subscription';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import { PlusIcon, Trash2Icon } from 'lucide-react';
+import { useState } from 'react';
 
 type RateLimitEntryValue = { window: string; max: number };
 
@@ -11,50 +13,153 @@ type RateLimitArrayInputProps = {
   disabled?: boolean;
 };
 
+const EMPTY_ENTRY: RateLimitEntryValue = { window: '', max: 0 };
+
+/** A row counts as "started" once either field has input; fully-empty rows are dropped on commit. */
+const hasEntryInput = (entry: RateLimitEntryValue) => entry.window.trim() !== '' || entry.max > 0;
+
+/** Keep in-progress rows; drop rows that are completely empty. */
+const persistEntries = (entries: RateLimitEntryValue[]) => {
+  return entries.map((entry) => ({ ...entry, window: entry.window.trim() })).filter(hasEntryInput);
+};
+
 export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
-  const entries = value ?? [];
+  const { t } = useLingui();
+  const [draftEntry, setDraftEntry] = useState<RateLimitEntryValue | null>(null);
+
+  const entries = draftEntry ? [...value, draftEntry] : value.length ? value : [EMPTY_ENTRY];
+
+  const getWindowError = (entry: RateLimitEntryValue, index: number) => {
+    const window = entry.window.trim();
+
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    if (window === '') {
+      return t`Enter a window, e.g. 5m`;
+    }
+
+    if (!RATE_LIMIT_WINDOW_REGEX.test(window)) {
+      return t`Use a duration with a unit, e.g. 5m, 1h, or 24h`;
+    }
+
+    const isDuplicateWindow = entries.some((otherEntry, otherIndex) => {
+      return otherIndex !== index && otherEntry.window.trim() === window;
+    });
+
+    return isDuplicateWindow ? t`Use a unique window for each rate limit` : null;
+  };
+
+  const getMaxError = (entry: RateLimitEntryValue) => {
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    return entry.max > 0 ? null : t`Enter a max request count greater than 0`;
+  };
 
   const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
-    const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
-    onChange(next);
+    if (index >= value.length) {
+      const nextDraftEntry = { ...(draftEntry ?? EMPTY_ENTRY), ...patch };
+
+      if (hasEntryInput(nextDraftEntry)) {
+        onChange(persistEntries([...value, nextDraftEntry]));
+        setDraftEntry(null);
+        return;
+      }
+
+      setDraftEntry(nextDraftEntry);
+      return;
+    }
+
+    const next = value.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    onChange(persistEntries(next));
   };
 
   const removeEntry = (index: number) => {
-    onChange(entries.filter((_, i) => i !== index));
+    if (index >= value.length) {
+      setDraftEntry(null);
+      return;
+    }
+
+    const next = value.filter((_, i) => i !== index);
+    onChange(persistEntries(next));
   };
 
   const addEntry = () => {
-    onChange([...entries, { window: '5m', max: 100 }]);
+    setDraftEntry(EMPTY_ENTRY);
   };
 
+  const hasErrors = entries.some((entry, index) => getWindowError(entry, index) || getMaxError(entry));
+  const isAddDisabled = disabled || value.length === 0 || Boolean(draftEntry) || hasErrors;
+
   return (
     <div className="space-y-2">
-      {entries.map((entry, index) => (
-        <div key={index} className="flex items-center gap-2">
-          <Input
-            className="w-24"
-            placeholder="5m"
-            value={entry.window}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { window: e.target.value })}
-          />
-          <Input
-            className="w-32"
-            type="number"
-            min={1}
-            value={entry.max}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
-          />
-          <Button type="button" variant="ghost" size="sm" disabled={disabled} onClick={() => removeEntry(index)}>
-            <Trash2Icon className="h-4 w-4" />
-          </Button>
-        </div>
-      ))}
+      <div className="flex items-center gap-2 text-muted-foreground text-xs">
+        <span className="w-20 shrink-0">
+          <Trans>Window</Trans>
+        </span>
+        <span className="flex-1">
+          <Trans>Max requests</Trans>
+        </span>
+        <span className="w-9 shrink-0" aria-hidden="true" />
+      </div>
 
-      <Button type="button" variant="secondary" size="sm" disabled={disabled} onClick={addEntry}>
+      {entries.map((entry, index) => {
+        const windowError = getWindowError(entry, index);
+        const maxError = getMaxError(entry);
+
+        return (
+          <div key={index} className="space-y-1">
+            <div className="flex items-center gap-2">
+              <Input
+                className="w-20 shrink-0"
+                placeholder="5m"
+                value={entry.window}
+                disabled={disabled}
+                aria-invalid={Boolean(windowError)}
+                onChange={(e) => updateEntry(index, { window: e.target.value })}
+              />
+              <Input
+                className="flex-1"
+                type="number"
+                min={1}
+                placeholder="100"
+                value={entry.max || ''}
+                disabled={disabled}
+                aria-invalid={Boolean(maxError)}
+                onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
+              />
+              <Button
+                type="button"
+                variant="ghost"
+                size="sm"
+                className="h-9 w-9 shrink-0 p-0 text-muted-foreground hover:text-foreground"
+                disabled={disabled}
+                aria-label={t`Remove rate limit`}
+                onClick={() => removeEntry(index)}
+              >
+                <Trash2Icon className="h-4 w-4" />
+              </Button>
+            </div>
+
+            {windowError ? <p className="text-destructive text-xs">{windowError}</p> : null}
+            {maxError ? <p className="text-destructive text-xs">{maxError}</p> : null}
+          </div>
+        );
+      })}
+
+      <Button
+        type="button"
+        variant="outline"
+        size="sm"
+        className="w-full border-dashed"
+        disabled={isAddDisabled}
+        onClick={addEntry}
+      >
         <PlusIcon className="mr-2 h-4 w-4" />
-        <Trans>Add rate limit</Trans>
+        <Trans>Add rate limit window</Trans>
       </Button>
     </div>
   );

apps/remix/app/components/tables/settings-security-passkey-table-actions.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,7 +30,7 @@ export type SettingsSecurityPasskeyTableActionsProps = {
 };
 
 const ZUpdatePasskeySchema = z.object({
-  name: z.string(),
+  name: ZNameSchema,
 });
 
 type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;

apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx

@@ -8,6 +8,7 @@ import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisa
 import { trpc } from '@documenso/trpc/react';
 import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
 import { ZUpdateAdminOrganisationRequestSchema } from '@documenso/trpc/server/admin-router/update-admin-organisation.types';
+import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -30,7 +31,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
+import { OrganisationMemberRole, SubscriptionStatus } from '@prisma/client';
 import { ExternalLinkIcon, InfoIcon, Loader } from 'lucide-react';
 import { useMemo } from 'react';
 import { useForm } from 'react-hook-form';
@@ -42,7 +43,6 @@ import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organi
 import { AdminOrganisationMemberDeleteDialog } from '~/components/dialogs/admin-organisation-member-delete-dialog';
 import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { AdminOrganisationSyncSubscriptionDialog } from '~/components/dialogs/admin-organisation-sync-subscription-dialog';
-import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 import { AdminGlobalSettingsSection } from '~/components/general/admin-global-settings-section';
 import { ClaimLimitFields } from '~/components/general/claim-limit-fields';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
@@ -268,54 +268,32 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <GenericOrganisationAdminForm organisation={organisation} />
 
-      <div className="mt-6 rounded-lg border p-4">
-        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
-          <div>
-            <p className="font-medium text-sm">
-              <Trans>Organisation usage</Trans>
-            </p>
-            <p className="mt-1 text-muted-foreground text-sm">
-              <Trans>Current usage against organisation limits.</Trans>
-            </p>
-          </div>
-        </div>
+      <SettingsHeader
+        title={t`Organisation usage`}
+        subtitle={t`Current usage against organisation limits.`}
+        className="mt-6"
+        hideDivider
+      />
 
-        <div className="mt-4 grid grid-cols-1 gap-3 text-sm sm:grid-cols-2">
-          <DetailsCard label={<Trans>Members</Trans>}>
-            <DetailsValue>
-              {organisation.members.length} /{' '}
-              {organisation.organisationClaim.memberCount === 0
-                ? t`Unlimited`
-                : organisation.organisationClaim.memberCount}
-            </DetailsValue>
-          </DetailsCard>
-
-          <DetailsCard label={<Trans>Teams</Trans>}>
-            <DetailsValue>
-              {organisation.teams.length} /{' '}
-              {organisation.organisationClaim.teamCount === 0 ? t`Unlimited` : organisation.organisationClaim.teamCount}
-            </DetailsValue>
-          </DetailsCard>
-        </div>
-
-        <div className="mt-4">
-          <OrganisationUsagePanel
-            organisationId={organisation.id}
-            monthlyStats={organisation.monthlyStats}
-            organisationClaim={organisation.organisationClaim}
-          />
-        </div>
-      </div>
+      <OrganisationUsagePanel
+        organisationId={organisation.id}
+        monthlyStats={organisation.monthlyStats}
+        organisationClaim={organisation.organisationClaim}
+        capacityUsage={{
+          members: organisation.members.length,
+          teams: organisation.teams.length,
+        }}
+      />
 
       <div className="mt-6 rounded-lg border p-4">
         <Accordion type="single" collapsible>
           <AccordionItem value="global-settings" className="border-b-0">
             <AccordionTrigger className="py-0">
               <div className="text-left">
-                <p className="font-medium text-sm">
+                <p className="font-semibold text-base">
                   <Trans>Global Settings</Trans>
                 </p>
-                <p className="mt-1 font-normal text-muted-foreground text-sm">
+                <p className="mt-1 text-muted-foreground text-sm">
                   <Trans>Default settings applied to this organisation.</Trans>
                 </p>
               </div>
@@ -335,7 +313,15 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
         className="mt-16"
       />
 
-      <Alert className="my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+      <Alert
+        className={cn(
+          'my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center',
+          organisation.subscription?.status === SubscriptionStatus.ACTIVE &&
+            'border border-green-600/20 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10',
+          organisation.subscription?.status === SubscriptionStatus.INACTIVE && 'opacity-60',
+        )}
+        variant="neutral"
+      >
         <div className="mb-4 sm:mb-0">
           <AlertTitle>
             <Trans>Subscription</Trans>
@@ -343,7 +329,12 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
           <AlertDescription className="mr-2">
             {organisation.subscription ? (
-              <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              <span className="flex items-center gap-2">
+                {organisation.subscription.status === SubscriptionStatus.ACTIVE && (
+                  <span className="h-2 w-2 shrink-0 rounded-full bg-green-600 dark:bg-green-400" aria-hidden="true" />
+                )}
+                <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              </span>
             ) : (
               <span>
                 <Trans>No subscription found</Trans>
@@ -356,6 +347,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
           <div>
             <Button
               variant="outline"
+              className="bg-background"
               loading={isCreatingStripeCustomer}
               onClick={async () => createStripeCustomer({ organisationId })}
             >
@@ -366,7 +358,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
         {organisation.customerId && !organisation.subscription && (
           <div>
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/customers/${organisation.customerId}?create=subscription&subscription_default_customer=${organisation.customerId}`}
@@ -383,13 +375,13 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
             <AdminOrganisationSyncSubscriptionDialog
               organisationId={organisationId}
               trigger={
-                <Button variant="outline">
+                <Button variant="outline" className="bg-background">
                   <Trans>Sync Stripe subscription</Trans>
                 </Button>
               }
             />
 
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/subscriptions/${organisation.subscription.planId}`}
@@ -406,21 +398,27 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <div className="mt-16 space-y-10">
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Members</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>People with access to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={organisationMembersColumns} data={organisation.members} />
           </div>
         </div>
 
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Teams</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Teams that belong to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={teamsColumns} data={organisation.teams} />
           </div>
         </div>
@@ -648,7 +646,7 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
               <FormLabel className="flex items-center">
                 <Trans>Inherited subscription claim</Trans>
                 <Tooltip>
-                  <TooltipTrigger>
+                  <TooltipTrigger type="button">
                     <InfoIcon className="mx-2 h-4 w-4" />
                   </TooltipTrigger>
 
@@ -681,10 +679,15 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
                   </TooltipContent>
                 </Tooltip>
               </FormLabel>
-              <FormControl>
-                <Input disabled {...field} />
-              </FormControl>
-              <FormMessage />
+              <div className="rounded-lg border bg-muted/40 px-3 py-2.5 text-sm">
+                {field.value ? (
+                  <span className="font-mono text-foreground">{field.value}</span>
+                ) : (
+                  <span className="text-muted-foreground">
+                    <Trans>No inherited claim</Trans>
+                  </span>
+                )}
+              </div>
             </FormItem>
           )}
         />
@@ -715,108 +718,113 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
           )}
         />
 
-        <FormField
-          control={form.control}
-          name="claims.teamCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Team Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Number of teams allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
+          <FormField
+            control={form.control}
+            name="claims.teamCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Team Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Number of teams allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <FormField
-          control={form.control}
-          name="claims.memberCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Member Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Number of members allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.memberCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Member Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Number of members allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <FormField
-          control={form.control}
-          name="claims.envelopeItemCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Envelope Item Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={1}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Maximum number of uploaded files per envelope allowed</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.envelopeItemCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Envelope Item Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={1}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <FormField
-          control={form.control}
-          name="claims.recipientCount"
-          render={({ field }) => (
-            <FormItem>
-              <FormLabel>
-                <Trans>Recipient Count</Trans>
-              </FormLabel>
-              <FormControl>
-                <Input
-                  type="number"
-                  min={0}
-                  {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
-              </FormControl>
-              <FormDescription>
-                <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
-              </FormDescription>
-              <FormMessage />
-            </FormItem>
-          )}
-        />
+          <FormField
+            control={form.control}
+            name="claims.recipientCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Recipient Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </div>
 
         <div>
-          <FormLabel>
+          <h3 className="font-semibold text-base">
             <Trans>Feature Flags</Trans>
-          </FormLabel>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Capabilities enabled for this organisation.</Trans>
+          </p>
 
-          <div className="mt-2 space-y-2 rounded-md border p-4">
+          <div className="mt-3 space-y-2 rounded-md border p-4">
             {Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
               const isRestrictedFeature = isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions
 

apps/remix/app/routes/_authenticated+/admin+/teams.$id.tsx

@@ -287,7 +287,11 @@ export default function AdminTeamPage({ params }: Route.ComponentProps) {
               </AccordionTrigger>
               <AccordionContent>
                 <div className="mt-4">
-                  <AdminGlobalSettingsSection settings={team.teamGlobalSettings} isTeam />
+                  <AdminGlobalSettingsSection
+                    settings={team.teamGlobalSettings}
+                    inheritedSettings={team.organisation.organisationGlobalSettings}
+                    isTeam
+                  />
                 </div>
               </AccordionContent>
             </AccordionItem>

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

@@ -1,7 +1,6 @@
 import { useCurrentOrganisation } 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 { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -49,26 +48,29 @@ export default function OrganisationSettingsBrandingPage() {
 
   const { mutateAsync: updateOrganisationSettings } = trpc.organisation.settings.update.useMutation();
 
+  const { mutateAsync: updateOrganisationBrandingLogo } = trpc.organisation.settings.updateBrandingLogo.useMutation();
+
   const onBrandingPreferencesFormSubmit = async (data: TBrandingPreferencesFormSchema) => {
     try {
       const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
 
-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();
 
-      if (brandingLogo) {
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
+        formData.append('payload', JSON.stringify({ organisationId: organisation.id }));
 
-      // Empty the branding logo if the user unsets it.
-      if (brandingLogo === null) {
-        uploadedBrandingLogo = '';
+        if (brandingLogo instanceof File) {
+          formData.append('brandingLogo', brandingLogo);
+        }
+
+        await updateOrganisationBrandingLogo(formData);
       }
 
       const result = await updateOrganisationSettings({
         organisationId: organisation.id,
         data: {
           brandingEnabled: brandingEnabled ?? undefined,
-          brandingLogo: uploadedBrandingLogo,
           brandingUrl,
           brandingCompanyDetails,
           brandingColors,

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

@@ -3,6 +3,7 @@ import { ORGANISATION_MEMBER_ROLE_HIERARCHY } from '@documenso/lib/constants/org
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindOrganisationGroupsResponse } from '@documenso/trpc/server/organisation-router/find-organisation-groups.types';
 import { Button } from '@documenso/ui/primitives/button';
@@ -28,7 +29,6 @@ import { useMemo, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { Link } from 'react-router';
 import { z } from 'zod';
-
 import { OrganisationGroupDeleteDialog } from '~/components/dialogs/organisation-group-delete-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import {
@@ -36,7 +36,6 @@ import {
   OrganisationMembersMultiSelectCombobox,
 } from '~/components/general/organisation-members-multiselect-combobox';
 import { SettingsHeader } from '~/components/general/settings-header';
-
 import type { Route } from './+types/o.$orgUrl.settings.groups.$id';
 
 export default function OrganisationGroupSettingsPage({ params }: Route.ComponentProps) {
@@ -113,7 +112,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
 }
 
 const ZUpdateOrganisationGroupFormSchema = z.object({
-  name: z.string().min(1, msg`Name is required`.id),
+  name: ZNameSchema,
   organisationRole: z.nativeEnum(OrganisationMemberRole),
   memberIds: z.array(z.string()),
 });

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

@@ -1,6 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -38,6 +37,7 @@ export default function TeamsSettingsPage() {
   });
 
   const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
+  const { mutateAsync: updateTeamBrandingLogo } = trpc.team.settings.updateBrandingLogo.useMutation();
 
   const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
 
@@ -48,22 +48,23 @@ export default function TeamsSettingsPage() {
     try {
       const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
 
-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();
 
-      if (brandingLogo) {
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
+        formData.append('payload', JSON.stringify({ teamId: team.id }));
 
-      // Empty the branding logo if the user unsets it.
-      if (brandingLogo === null) {
-        uploadedBrandingLogo = '';
+        if (brandingLogo instanceof File) {
+          formData.append('brandingLogo', brandingLogo);
+        }
+
+        await updateTeamBrandingLogo(formData);
       }
 
       const result = await updateTeamSettings({
         teamId: team.id,
         data: {
           brandingEnabled,
-          brandingLogo: uploadedBrandingLogo,
           brandingUrl: brandingUrl || null,
           brandingCompanyDetails: brandingCompanyDetails || null,
           brandingColors,

apps/remix/package.json

@@ -36,8 +36,8 @@
     "@lingui/react": "^5.6.0",
     "@oslojs/crypto": "^1.0.1",
     "@oslojs/encoding": "^1.1.0",
-    "@react-router/node": "^7.12.0",
-    "@react-router/serve": "^7.12.0",
+    "@react-router/node": "^7.18.1",
+    "@react-router/serve": "^7.18.1",
     "@simplewebauthn/browser": "^13.2.2",
     "@simplewebauthn/server": "^13.2.2",
     "@tanstack/react-query": "5.90.10",
@@ -81,8 +81,8 @@
     "@babel/preset-typescript": "^7.28.5",
     "@lingui/babel-plugin-lingui-macro": "^5.6.0",
     "@lingui/vite-plugin": "^5.6.0",
-    "@react-router/dev": "^7.12.0",
-    "@react-router/remix-routes-option-adapter": "^7.12.0",
+    "@react-router/dev": "^7.18.1",
+    "@react-router/remix-routes-option-adapter": "^7.18.1",
     "@rollup/plugin-babel": "^6.1.0",
     "@rollup/plugin-commonjs": "^28.0.9",
     "@rollup/plugin-json": "^6.1.0",

apps/remix/server/api/files/files.ts

@@ -1,9 +1,8 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
-import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
 import { prisma } from '@documenso/prisma';
 import { sValidator } from '@hono/standard-validator';
 import type { Prisma } from '@prisma/client';
@@ -12,14 +11,11 @@ import { Hono } from 'hono';
 import type { HonoEnv } from '../../router';
 import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest, resolveFileUploadUserId } from './files.helpers';
 import {
-  isAllowedUploadContentType,
-  type TGetPresignedPostUrlResponse,
   ZGetEnvelopeItemFileDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileRequestParamsSchema,
   ZGetEnvelopeItemFileRequestQuerySchema,
   ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileTokenRequestParamsSchema,
-  ZGetPresignedPostUrlRequestSchema,
   ZUploadPdfRequestSchema,
 } from './files.types';
 import getEnvelopeItemPdfRoute from './routes/get-envelope-item-pdf';
@@ -61,29 +57,6 @@ export const filesRoute = new Hono<HonoEnv>()
       return c.json({ error: 'Upload failed' }, 500);
     }
   })
-  .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
-    const userId = await resolveFileUploadUserId(c);
-
-    if (!userId) {
-      return c.json({ error: 'Unauthorized' }, 401);
-    }
-
-    const { fileName, contentType } = c.req.valid('json');
-
-    if (!isAllowedUploadContentType(contentType)) {
-      return c.json({ error: 'Unsupported content type' }, 400);
-    }
-
-    try {
-      const { key, url } = await getPresignPostUrl(fileName, contentType, userId);
-
-      return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
-    } catch (err) {
-      console.error(err);
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
-    }
-  })
   .get(
     '/envelope/:envelopeId/envelopeItem/:envelopeItemId',
     sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),

apps/remix/server/api/files/files.types.ts

@@ -13,27 +13,6 @@ export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
 export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
 export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;
 
-export const ALLOWED_UPLOAD_CONTENT_TYPES = ['application/pdf', 'image/jpeg', 'image/png', 'image/webp'] as const;
-
-export const isAllowedUploadContentType = (contentType: string): boolean => {
-  const normalizedContentType = contentType.split(';').at(0)?.trim().toLowerCase();
-
-  return ALLOWED_UPLOAD_CONTENT_TYPES.some((allowed) => allowed === normalizedContentType);
-};
-
-export const ZGetPresignedPostUrlRequestSchema = z.object({
-  fileName: z.string().min(1),
-  contentType: z.string().min(1),
-});
-
-export const ZGetPresignedPostUrlResponseSchema = z.object({
-  key: z.string().min(1),
-  url: z.string().min(1),
-});
-
-export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
-export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
-
 export const ZGetEnvelopeItemFileRequestParamsSchema = z.object({
   envelopeId: z.string().min(1),
   envelopeItemId: z.string().min(1),

apps/remix/server/router.ts

@@ -105,7 +105,6 @@ app.route('/api/auth', auth);
 
 // Files route.
 app.use('/api/files/upload-pdf', fileRateLimitMiddleware);
-app.use('/api/files/presigned-post-url', fileRateLimitMiddleware);
 app.route('/api/files', filesRoute);
 
 // AI route.

packages/app-tests/e2e/api/v2/unauthorized-api-access/api-access-file-upload.spec.ts

@@ -44,46 +44,6 @@ test.describe('File upload endpoint authorization', () => {
     expect(res.status()).toBe(401);
   });
 
-  test('rejects an unauthenticated presigned-post-url request', async ({ request }) => {
-    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
-      headers: { 'Content-Type': 'application/json' },
-      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
-    });
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('rejects a presigned-post-url request with an invalid presign token', async ({ request }) => {
-    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
-      headers: {
-        'Content-Type': 'application/json',
-        Authorization: 'Bearer not-a-real-token',
-      },
-      data: { fileName: 'test.pdf', contentType: 'application/pdf' },
-    });
-
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(401);
-  });
-
-  test('rejects a presigned-post-url request with a disallowed content type', async ({ request }) => {
-    const { user, team } = await seedUser();
-    const presignToken = await createPresignTokenForUser(user.id, team.id);
-
-    const res = await request.post(`${WEBAPP_BASE_URL}/api/files/presigned-post-url`, {
-      headers: {
-        'Content-Type': 'application/json',
-        Authorization: `Bearer ${presignToken}`,
-      },
-      data: { fileName: 'malware.exe', contentType: 'application/x-msdownload' },
-    });
-
-    // Authenticated, but the content type is not on the allow-list.
-    expect(res.ok()).toBeFalsy();
-    expect(res.status()).toBe(400);
-  });
-
   test('allows an upload-pdf request authorized by a valid presign token', async ({ request }) => {
     const { user, team } = await seedUser();
     const presignToken = await createPresignTokenForUser(user.id, team.id);

packages/app-tests/e2e/branding-logo-optimise.spec.ts

@@ -0,0 +1,37 @@
+import { optimiseBrandingLogo } from '@documenso/lib/utils/images/logo';
+import { expect, test } from '@playwright/test';
+import sharp from 'sharp';
+
+const makePng = async (width = 1200, height = 1200) =>
+  sharp({
+    create: { width, height, channels: 3, background: { r: 10, g: 20, b: 30 } },
+  })
+    .png()
+    .toBuffer();
+
+test.describe('optimiseBrandingLogo', () => {
+  test('re-encodes a valid image to a PNG buffer', async () => {
+    const input = await makePng();
+
+    const output = await optimiseBrandingLogo(input);
+
+    const metadata = await sharp(output).metadata();
+
+    expect(metadata.format).toBe('png');
+  });
+
+  test('bounds the image to a maximum of 512px on its largest side', async () => {
+    const input = await makePng(2000, 1000);
+
+    const output = await optimiseBrandingLogo(input);
+
+    const metadata = await sharp(output).metadata();
+
+    expect(metadata.width).toBeLessThanOrEqual(512);
+    expect(metadata.height).toBeLessThanOrEqual(512);
+  });
+
+  test('rejects input that is not a valid image', async () => {
+    await expect(optimiseBrandingLogo(Buffer.from('this is not an image'))).rejects.toThrow();
+  });
+});

packages/app-tests/e2e/branding-logo-upload.spec.ts

@@ -0,0 +1,225 @@
+import fs from 'node:fs';
+import path from 'node:path';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, type Page, test } from '@playwright/test';
+
+import { apiSignin } from './fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+const LOGO_PATH = path.join(__dirname, '../../assets/logo.png');
+
+type MultipartFile = { name: string; mimeType: string; buffer: Buffer };
+
+const enableBrandingAndUpload = async (page: Page) => {
+  // Enable custom branding so the file input is no longer disabled.
+  await page.getByTestId('enable-branding').click();
+  await page.getByRole('option', { name: 'Yes' }).click();
+
+  // Upload the logo file through the real multipart route.
+  await page.locator('input[type="file"]').setInputFiles(LOGO_PATH);
+
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
+  await expect(page.getByText('Your branding preferences have been updated').first()).toBeVisible();
+};
+
+/**
+ * POST a logo straight to the dedicated multipart tRPC route using the
+ * authenticated browser cookies. This bypasses the client-side form validation,
+ * which is the only way to exercise the server-side image validation /
+ * sanitisation (`zfdBrandingImageFile` + `optimiseBrandingLogo`) and the entitlement gate.
+ */
+const postOrganisationBrandingLogo = async (page: Page, organisationId: string, file: MultipartFile | null) => {
+  const multipart: Record<string, string | MultipartFile> = {
+    payload: JSON.stringify({ organisationId }),
+  };
+
+  if (file) {
+    multipart.brandingLogo = file;
+  }
+
+  return await page
+    .context()
+    .request.post(`${NEXT_PUBLIC_WEBAPP_URL()}/api/trpc/organisation.settings.updateBrandingLogo`, { multipart });
+};
+
+/**
+ * Grant the organisation the custom-branding entitlement. The positive branding
+ * flows require it whenever billing is enabled; with billing disabled the gate is
+ * bypassed, so this keeps these tests valid in both modes.
+ */
+const grantCustomBranding = async (organisationClaimId: string) => {
+  await prisma.organisationClaim.update({
+    where: { id: organisationClaimId },
+    data: { flags: { allowLegacyEnvelopes: true, allowCustomBranding: true } },
+  });
+};
+
+test('[BRANDING_LOGO]: uploads an organisation branding logo via the dedicated route', async ({ page }) => {
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  await enableBrandingAndUpload(page);
+
+  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(settings.brandingLogo).toBeTruthy();
+
+  const parsed = JSON.parse(settings.brandingLogo);
+  expect(parsed).toHaveProperty('type');
+  expect(parsed).toHaveProperty('data');
+});
+
+test('[BRANDING_LOGO]: uploads a team branding logo via the dedicated route', async ({ page }) => {
+  const { user, team, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/settings/branding`,
+  });
+
+  await enableBrandingAndUpload(page);
+
+  // TeamGlobalSettings has no `teamId` column (the FK lives on Team), so read it
+  // through the team relation.
+  const teamWithSettings = await prisma.team.findUniqueOrThrow({
+    where: { id: team.id },
+    include: { teamGlobalSettings: true },
+  });
+
+  expect(teamWithSettings.teamGlobalSettings?.brandingLogo).toBeTruthy();
+
+  const parsed = JSON.parse(teamWithSettings.teamGlobalSettings?.brandingLogo ?? '');
+  expect(parsed).toHaveProperty('type');
+  expect(parsed).toHaveProperty('data');
+});
+
+test('[BRANDING_LOGO]: clears the organisation branding logo when the user removes it', async ({ page }) => {
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  await enableBrandingAndUpload(page);
+
+  // Confirm the logo was stored before we clear it.
+  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(settings.brandingLogo).toBeTruthy();
+
+  // Remove the logo and save again.
+  await page.getByRole('button', { name: 'Remove' }).click();
+  await page.getByRole('button', { name: 'Save changes' }).first().click();
+
+  // Clearing the logo persists an empty string via the dedicated route.
+  await expect
+    .poll(async () => {
+      const updated = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+        where: { id: organisation.organisationGlobalSettingsId },
+      });
+
+      return updated.brandingLogo;
+    })
+    .toBe('');
+});
+
+test('[BRANDING_LOGO]: validates and sanitises the logo on the server', async ({ page }) => {
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await grantCustomBranding(organisation.organisationClaim.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  // Positive control: a genuine PNG is accepted and stored. This also proves the
+  // direct multipart request shape matches what the route expects.
+  const validResponse = await postOrganisationBrandingLogo(page, organisation.id, {
+    name: 'logo.png',
+    mimeType: 'image/png',
+    buffer: fs.readFileSync(LOGO_PATH),
+  });
+
+  expect(validResponse.ok()).toBeTruthy();
+
+  const afterValid = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(afterValid.brandingLogo).toBeTruthy();
+
+  // Bytes that pass the MIME/size allowlist but are not a real image must be
+  // rejected by the server (the `sharp` re-encode) without changing stored state.
+  const invalidResponse = await postOrganisationBrandingLogo(page, organisation.id, {
+    name: 'fake.png',
+    mimeType: 'image/png',
+    buffer: Buffer.from('this is definitely not a valid png'),
+  });
+
+  expect(invalidResponse.ok()).toBeFalsy();
+  expect(invalidResponse.status()).toBeGreaterThanOrEqual(400);
+  expect(invalidResponse.status()).toBeLessThan(500);
+
+  const afterInvalid = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  // The previously stored, valid logo is left untouched by the rejected upload.
+  expect(afterInvalid.brandingLogo).toBe(afterValid.brandingLogo);
+});
+
+test('[BRANDING_LOGO]: rejects setting a logo without the custom-branding entitlement', async ({ page }) => {
+  // The entitlement is only enforced when billing is enabled; with billing off
+  // the check is intentionally skipped server-side, so this can't be exercised.
+  test.skip(
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true',
+    'Entitlement is only enforced when billing is enabled.',
+  );
+
+  // Seeded organisations have no `allowCustomBranding` claim flag.
+  const { user, organisation } = await seedUser({ isPersonalOrganisation: false });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/o/${organisation.url}/settings/branding`,
+  });
+
+  const response = await postOrganisationBrandingLogo(page, organisation.id, {
+    name: 'logo.png',
+    mimeType: 'image/png',
+    buffer: fs.readFileSync(LOGO_PATH),
+  });
+
+  expect(response.ok()).toBeFalsy();
+
+  const settings = await prisma.organisationGlobalSettings.findUniqueOrThrow({
+    where: { id: organisation.organisationGlobalSettingsId },
+  });
+
+  expect(settings.brandingLogo).toBeFalsy();
+});

packages/app-tests/e2e/document-flow/stepper-component.spec.ts

@@ -225,15 +225,20 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await page.getByLabel('Receives copy').click();
   await page.getByRole('button', { name: 'Add Signer' }).click();
 
-  await page.getByLabel('Email').nth(2).fill('user3@example.com');
-  await page.getByLabel('Name').nth(2).fill('User 3');
-  await page.getByRole('combobox').nth(2).click();
+  // CC recipients are kept last, so new rows are inserted above the CC row.
+  await expect(page.getByLabel('Email')).toHaveCount(3);
+
+  await page.getByLabel('Email').nth(1).fill('user3@example.com');
+  await page.getByLabel('Name').nth(1).fill('User 3');
+  await page.getByRole('combobox').nth(1).click();
   await page.getByLabel('Needs to approve').click();
   await page.getByRole('button', { name: 'Add Signer' }).click();
 
-  await page.getByLabel('Email').nth(3).fill('user4@example.com');
-  await page.getByLabel('Name').nth(3).fill('User 4');
-  await page.getByRole('combobox').nth(3).click();
+  await expect(page.getByLabel('Email')).toHaveCount(4);
+
+  await page.getByLabel('Email').nth(2).fill('user4@example.com');
+  await page.getByLabel('Name').nth(2).fill('User 4');
+  await page.getByRole('combobox').nth(2).click();
   await page.getByLabel('Needs to view').click();
 
   await page.getByRole('button', { name: 'Continue' }).click();

packages/app-tests/e2e/features/include-document-audit-log.spec.ts

@@ -1,228 +0,0 @@
-import { getDocumentByToken } from '@documenso/lib/server-only/document/get-document-by-token';
-import { getEnvelopeItemPdfUrl } from '@documenso/lib/utils/envelope-download';
-import { prisma } from '@documenso/prisma';
-import { PDF } from '@libpdf/core';
-import { expect, type Page, test } from '@playwright/test';
-import { DocumentStatus, type Field } from '@prisma/client';
-import { apiCreateTestContext, apiSeedDraftDocument, apiSeedPendingDocument } from '../fixtures/api-seeds';
-import { apiSignin } from '../fixtures/authentication';
-import { signSignaturePad } from '../fixtures/signature';
-
-type TeamDocumentSettings = {
-  includeAuditLog?: boolean;
-  includeSigningCertificate?: boolean;
-};
-
-const updateTeamDocumentSettings = async (teamId: number, data: TeamDocumentSettings) => {
-  const teamSettings = await prisma.teamGlobalSettings.findFirstOrThrow({
-    where: {
-      team: {
-        id: teamId,
-      },
-    },
-  });
-
-  await prisma.teamGlobalSettings.update({
-    where: {
-      id: teamSettings.id,
-    },
-    data,
-  });
-};
-
-const getFirstEnvelopeItemSignedPageCount = async (envelopeId: string, token: string) => {
-  const envelopeItem = await prisma.envelopeItem.findFirstOrThrow({
-    where: {
-      envelopeId,
-    },
-  });
-
-  const documentUrl = getEnvelopeItemPdfUrl({
-    type: 'download',
-    envelopeItem,
-    token,
-    version: 'signed',
-  });
-
-  const response = await fetch(documentUrl);
-
-  expect(response.ok).toBe(true);
-
-  const pdfData = await response.arrayBuffer();
-  const pdfDoc = await PDF.load(new Uint8Array(pdfData));
-
-  return pdfDoc.getPageCount();
-};
-
-const completeSigning = async ({
-  page,
-  signingUrl,
-  recipientToken,
-  field,
-}: {
-  page: Page;
-  signingUrl: string;
-  recipientToken: string;
-  field: Pick<Field, 'positionX' | 'positionY' | 'width' | 'height'>;
-}) => {
-  await page.goto(signingUrl);
-
-  // V2 envelopes render fields on a Konva canvas — wait for the PDF and canvas.
-  await expect(page.locator('img[data-page-number]').first()).toBeVisible({ timeout: 30_000 });
-
-  const canvas = page.locator('.konva-container canvas').first();
-  await expect(canvas).toBeVisible({ timeout: 30_000 });
-
-  await signSignaturePad(page);
-
-  const canvasBox = await canvas.boundingBox();
-
-  if (!canvasBox) {
-    throw new Error('Canvas bounding box not found');
-  }
-
-  const x = (Number(field.positionX) / 100) * canvasBox.width + ((Number(field.width) / 100) * canvasBox.width) / 2;
-  const y =
-    (Number(field.positionY) / 100) * canvasBox.height + ((Number(field.height) / 100) * canvasBox.height) / 2;
-
-  await canvas.click({ position: { x, y } });
-
-  await expect(page.getByText('0 Fields Remaining').first()).toBeVisible({ timeout: 10_000 });
-
-  await page.getByRole('button', { name: 'Complete' }).click();
-  await expect(page.getByRole('heading', { name: 'Are you sure?' })).toBeVisible();
-  await page.getByRole('button', { name: 'Sign' }).click();
-  await page.waitForURL(/\/complete$/);
-
-  await expect(async () => {
-    const { status } = await getDocumentByToken({
-      token: recipientToken,
-    });
-
-    expect(status).toBe(DocumentStatus.COMPLETED);
-  }).toPass();
-};
-
-test.describe('Document audit log embedding', () => {
-  test('new documents derive audit-log embedding from team settings', async ({ request }) => {
-    const context = await apiCreateTestContext('e2e-audit-log-default');
-
-    await updateTeamDocumentSettings(context.team.id, {
-      includeAuditLog: true,
-    });
-
-    const { envelope } = await apiSeedDraftDocument(request, {
-      context,
-    });
-
-    expect(envelope.documentMeta.includeAuditLog).toBe(true);
-
-    await updateTeamDocumentSettings(context.team.id, {
-      includeAuditLog: false,
-    });
-
-    const documentMeta = await prisma.documentMeta.findFirstOrThrow({
-      where: {
-        id: envelope.documentMeta.id,
-      },
-    });
-
-    expect(documentMeta.includeAuditLog).toBe(true);
-  });
-
-  test('meta.includeAuditLog true appends audit-log pages when team default is false', async ({ page, request }) => {
-    const context = await apiCreateTestContext('e2e-audit-log-override-true');
-
-    await updateTeamDocumentSettings(context.team.id, {
-      includeAuditLog: false,
-      includeSigningCertificate: false,
-    });
-
-    const { distributeResult, envelope } = await apiSeedPendingDocument(request, {
-      context,
-      meta: {
-        includeAuditLog: true,
-      },
-    });
-
-    expect(envelope.documentMeta.includeAuditLog).toBe(true);
-
-    const signer = distributeResult.recipients[0];
-    const signatureField = envelope.fields.find((field) => field.recipientId === signer.id);
-
-    if (!signatureField) {
-      throw new Error('Signature field not found');
-    }
-
-    const baselinePageCount = await getFirstEnvelopeItemSignedPageCount(envelope.id, signer.token);
-
-    await completeSigning({
-      page,
-      signingUrl: signer.signingUrl,
-      recipientToken: signer.token,
-      field: signatureField,
-    });
-
-    await expect(async () => {
-      const signedPageCount = await getFirstEnvelopeItemSignedPageCount(envelope.id, signer.token);
-
-      // The audit log may span multiple pages depending on the number of
-      // audit events — assert growth rather than an exact page count.
-      expect(signedPageCount).toBeGreaterThan(baselinePageCount);
-    }).toPass();
-  });
-
-  test('meta.includeAuditLog false skips embedded audit logs when team default is true', async ({ page, request }) => {
-    const context = await apiCreateTestContext('e2e-audit-log-override-false');
-
-    await updateTeamDocumentSettings(context.team.id, {
-      includeAuditLog: true,
-      includeSigningCertificate: false,
-    });
-
-    const { distributeResult, envelope, team, user } = await apiSeedPendingDocument(request, {
-      context,
-      meta: {
-        includeAuditLog: false,
-      },
-    });
-
-    expect(envelope.documentMeta.includeAuditLog).toBe(false);
-
-    const signer = distributeResult.recipients[0];
-    const signatureField = envelope.fields.find((field) => field.recipientId === signer.id);
-
-    if (!signatureField) {
-      throw new Error('Signature field not found');
-    }
-
-    const baselinePageCount = await getFirstEnvelopeItemSignedPageCount(envelope.id, signer.token);
-
-    await completeSigning({
-      page,
-      signingUrl: signer.signingUrl,
-      recipientToken: signer.token,
-      field: signatureField,
-    });
-
-    await expect(async () => {
-      const signedPageCount = await getFirstEnvelopeItemSignedPageCount(envelope.id, signer.token);
-
-      expect(signedPageCount).toBe(baselinePageCount);
-    }).toPass();
-
-    await apiSignin({
-      page,
-      email: user.email,
-      redirectPath: `/t/${team.url}/documents/${envelope.id}/logs`,
-    });
-
-    const downloadPromise = page.waitForEvent('download');
-
-    await page.getByRole('button', { name: 'Download Audit Logs' }).click();
-
-    const download = await downloadPromise;
-
-    expect(download.suggestedFilename()).toContain('Audit Logs.pdf');
-  });
-});

packages/app-tests/e2e/signing-branding.spec.ts

@@ -142,3 +142,38 @@ test('[SIGNING_BRANDING]: embedded signing does not render custom logo Brand Web
   await expect(page.locator(`a[href="${BRANDING_URL}"]`)).toHaveCount(0);
   await expect(page.getByRole('link', { name: `${team.name}'s Logo` })).toHaveCount(0);
 });
+
+test('[SIGNING_BRANDING]: custom logo renders when branding is enabled and is hidden when disabled', async ({
+  page,
+}) => {
+  const { user, team, organisation } = await seedUser();
+
+  await enableOrganisationBranding({
+    organisationGlobalSettingsId: organisation.organisationGlobalSettingsId,
+  });
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    teamId: team.id,
+    recipients: ['enabled-disabled-branding-signer@test.documenso.com'],
+    fields: [FieldType.SIGNATURE],
+    updateDocumentOptions: { internalVersion: 2 },
+  });
+
+  // Branding enabled → the custom logo is rendered on the signing page.
+  await page.goto(`/sign/${recipients[0].token}`);
+  await expectPlainBrandingLogo(page, `${team.name}'s Logo`);
+
+  // Disable branding while keeping the stored logo (the team inherits this).
+  await prisma.organisationGlobalSettings.update({
+    where: { id: organisation.organisationGlobalSettingsId },
+    data: { brandingEnabled: false },
+  });
+
+  // Branding disabled → the custom logo is gone and the Documenso fallback
+  // (an internal link to "/") is shown instead.
+  await page.goto(`/sign/${recipients[0].token}`);
+
+  await expect(page.getByRole('img', { name: `${team.name}'s Logo` })).toHaveCount(0);
+  await expect(page.locator('a[href="/"]').first()).toBeVisible();
+});

packages/app-tests/e2e/teams/default-recipients.spec.ts

@@ -110,7 +110,7 @@ test.describe('Default Recipients', () => {
     await page.getByRole('button', { name: 'Add Signer' }).click();
 
     // Add a regular signer using the v2 editor
-    await page.getByTestId('signer-email-input').last().fill('regular-signer@documenso.com');
+    await page.getByTestId('signer-email-input').first().fill('regular-signer@documenso.com');
     await page
       .getByPlaceholder(/Recipient/)
       .first()

packages/auth/server/types/email-password.ts

@@ -1,4 +1,4 @@
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { z } from 'zod';
 

packages/lib/client-only/hooks/use-editor-recipients.ts

@@ -7,9 +7,10 @@ import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { useId } from 'react';
 import type { UseFormReturn } from 'react-hook-form';
 import { useForm } from 'react-hook-form';
-import { prop, sortBy } from 'remeda';
 import { z } from 'zod';
 
+import { isCcRecipient, normalizeRecipientSigningOrders, sortRecipientsForSigningOrder } from '../../utils/recipients';
+
 const LocalRecipientSchema = z.object({
   formId: z.string().min(1),
   id: z.number().optional(),
@@ -94,13 +95,13 @@ export const useEditorRecipients = ({ envelope }: EditorRecipientsProps): UseEdi
       name: recipient.name,
       email: recipient.email,
       role: recipient.role,
-      signingOrder: recipient.signingOrder ?? index + 1,
+      signingOrder: isCcRecipient(recipient) ? undefined : (recipient.signingOrder ?? index + 1),
       actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
     }));
 
     const signers: TLocalRecipient[] =
       formRecipients.length > 0
-        ? sortBy(formRecipients, [prop('signingOrder'), 'asc'], [prop('id'), 'asc'])
+        ? normalizeRecipientSigningOrders(sortRecipientsForSigningOrder(formRecipients))
         : [
             {
               formId: initialId,

packages/lib/constants/auth.ts

@@ -1,25 +1,10 @@
 import MailChecker from 'mailchecker';
-import { z } from 'zod';
 
 import { env } from '../utils/env';
 import { NEXT_PUBLIC_WEBAPP_URL } from './app';
 
 export const SALT_ROUNDS = 12;
 
-export const URL_PATTERN = /https?:\/\/|www\./i;
-
-/**
- * Shared name schema that disallows URLs to prevent phishing via email rendering.
- */
-export const ZNameSchema = z
-  .string()
-  .trim()
-  .min(3, { message: 'Please enter a valid name.' })
-  .max(255, { message: 'Name cannot be more than 255 characters.' })
-  .refine((value) => !URL_PATTERN.test(value), {
-    message: 'Name cannot contain URLs.',
-  });
-
 export const IDENTITY_PROVIDER_NAME: Record<string, string> = {
   DOCUMENSO: 'Documenso',
   GOOGLE: 'Google',

packages/lib/constants/branding.ts

@@ -9,3 +9,13 @@
  * cap so a malicious or runaway payload can't exhaust PostCSS/server memory.
  */
 export const BRANDING_CSS_MAX_LENGTH = 256 * 1024;
+
+/**
+ * Branding logo upload constraints. Enforced server-side at the TRPC request
+ * boundary (`zfdBrandingImageFile`) and reused by the client form for matching UX.
+ */
+export const BRANDING_LOGO_MAX_SIZE_MB = 5;
+
+export const BRANDING_LOGO_MAX_SIZE_BYTES = BRANDING_LOGO_MAX_SIZE_MB * 1024 * 1024;
+
+export const BRANDING_LOGO_ALLOWED_TYPES: string[] = ['image/jpeg', 'image/png', 'image/webp'];

packages/lib/jobs/definitions/internal/seal-document.handler.ts

@@ -206,7 +206,7 @@ export const run = async ({ payload, io }: { payload: TSealDocumentJobDefinition
     const usePlaywrightPdf = NEXT_PRIVATE_USE_PLAYWRIGHT_PDF();
 
     const needsCertificate = settings.includeSigningCertificate;
-    const needsAuditLog = envelope.documentMeta.includeAuditLog;
+    const needsAuditLog = settings.includeAuditLog;
 
     const newDocumentData: Array<{ oldDocumentDataId: string; newDocumentDataId: string }> = [];
 

packages/lib/server-only/branding/store-branding-logo.ts

@@ -0,0 +1,26 @@
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { putFileServerSide } from '../../universal/upload/put-file.server';
+import { optimiseBrandingLogo } from '../../utils/images/logo';
+
+/**
+ * Validate, sanitise and store an uploaded branding logo. Returns the
+ * `JSON.stringify({ type, data })` reference persisted in the `brandingLogo`
+ * column (the same format the serving endpoints already expect).
+ */
+export const buildBrandingLogoData = async (file: File): Promise<string> => {
+  const buffer = Buffer.from(await file.arrayBuffer());
+
+  const optimised = await optimiseBrandingLogo(buffer).catch(() => {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: 'The branding logo must be a valid image file.',
+    });
+  });
+
+  const documentData = await putFileServerSide({
+    name: 'branding-logo.png',
+    type: 'image/png',
+    arrayBuffer: async () => Promise.resolve(optimised),
+  });
+
+  return JSON.stringify(documentData);
+};

packages/lib/server-only/document-meta/upsert-document-meta.ts

@@ -28,7 +28,6 @@ export type CreateDocumentMetaOptions = {
   signingOrder?: DocumentSigningOrder;
   allowDictateNextSigner?: boolean;
   distributionMethod?: DocumentDistributionMethod;
-  includeAuditLog?: boolean;
   typedSignatureEnabled?: boolean;
   uploadSignatureEnabled?: boolean;
   drawSignatureEnabled?: boolean;
@@ -51,7 +50,6 @@ export const updateDocumentMeta = async ({
   emailReplyTo,
   emailSettings,
   distributionMethod,
-  includeAuditLog,
   typedSignatureEnabled,
   uploadSignatureEnabled,
   drawSignatureEnabled,
@@ -131,7 +129,6 @@ export const updateDocumentMeta = async ({
         emailReplyTo,
         emailSettings,
         distributionMethod,
-        includeAuditLog,
         typedSignatureEnabled,
         uploadSignatureEnabled,
         drawSignatureEnabled,

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

@@ -35,6 +35,7 @@ import { getFileServerSide } from '../../universal/upload/get-file.server';
 import { putPdfFileServerSide } from '../../universal/upload/put-file.server';
 import { extractDerivedDocumentMeta } from '../../utils/document';
 import { createDocumentAuthOptions, createRecipientAuthOptions } from '../../utils/document-auth';
+import { getRecipientSigningOrder } from '../../utils/recipients';
 import { buildTeamWhereQuery } from '../../utils/teams';
 import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-id';
 import { assertOrganisationRatesAndLimits } from '../rate-limit/assert-organisation-rates-and-limits';
@@ -461,7 +462,7 @@ export const createEnvelope = async ({
             name: recipient.name,
             email: recipient.email,
             role: recipient.role,
-            signingOrder: recipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(recipient),
             token: nanoid(),
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,

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

@@ -8,6 +8,7 @@ import { ZSignatureLevelSchema } from '../../types/signature-level';
 import { mapEnvelopeToWebhookDocumentPayload, ZWebhookDocumentSchema } from '../../types/webhook-payload';
 import { nanoid, prefixedId } from '../../universal/id';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
+import { getRecipientSigningOrder } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-id';
 import { assertOrganisationRatesAndLimits } from '../rate-limit/assert-organisation-rates-and-limits';
@@ -190,7 +191,7 @@ export const duplicateEnvelope = async ({ id, userId, teamId, overrides }: Dupli
             email: recipient.email,
             name: recipient.name,
             role: recipient.role,
-            signingOrder: recipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(recipient),
             token: nanoid(),
             fields: includeFields
               ? {

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

@@ -41,7 +41,6 @@ export const ZEnvelopeForSigningResponse = z.object({
     documentMeta: DocumentMetaSchema.pick({
       signingOrder: true,
       distributionMethod: true,
-      includeAuditLog: true,
       timezone: true,
       dateFormat: true,
       redirectUrl: true,

packages/lib/server-only/rate-limit/compute-quota-flags.ts

@@ -1,4 +1,4 @@
-import { QUOTA_WARNING_THRESHOLD } from './get-quota-alert-kind';
+import { isQuotaExceeded, isQuotaNearing } from '../../universal/quota-usage';
 
 export type QuotaFlags = {
   isDocumentQuotaExceeded: boolean;
@@ -22,39 +22,6 @@ type ComputeQuotaFlagsOptions = {
   };
 };
 
-/**
- * A quota of `null` means unlimited (never exceeded). A quota of `0` means
- * blocked (always exceeded). Otherwise usage `>=` quota is exceeded.
- */
-const isQuotaExceeded = (quota: number | null, usage: number): boolean => {
-  if (quota === null) {
-    return false;
-  }
-
-  if (quota === 0) {
-    return true;
-  }
-
-  return usage >= quota;
-};
-
-/**
- * A counter is "nearing" its quota once usage reaches the warning threshold
- * (80% of the quota, rounded up) but has not yet been exceeded. Nearing and
- * exceeded are mutually exclusive per counter.
- */
-const isQuotaNearing = (quota: number | null, usage: number): boolean => {
-  if (quota === null || quota === 0) {
-    return false;
-  }
-
-  if (isQuotaExceeded(quota, usage)) {
-    return false;
-  }
-
-  return usage >= Math.ceil(quota * QUOTA_WARNING_THRESHOLD);
-};
-
 export const computeQuotaFlags = ({ quotas, usage }: ComputeQuotaFlagsOptions): QuotaFlags => {
   return {
     isDocumentQuotaExceeded: isQuotaExceeded(quotas.documentQuota, usage?.documentCount ?? 0),

packages/lib/server-only/rate-limit/get-quota-alert-kind.ts

@@ -1,4 +1,4 @@
-export const QUOTA_WARNING_THRESHOLD = 0.8;
+import { getQuotaWarningCount } from '../../universal/quota-usage';
 
 export type QuotaAlertKind = 'quota' | 'quotaNearing';
 
@@ -32,7 +32,7 @@ export const getQuotaAlertKind = (opts: GetQuotaAlertKindOptions): QuotaAlertKin
   // From here newCount < quota, so for tiny quotas (1-4) where the rounded-up
   // warning threshold equals the quota itself, the warning can never fire — the
   // exhausting request is handled by the quota branch above.
-  const warningCount = Math.ceil(quota * QUOTA_WARNING_THRESHOLD);
+  const warningCount = getQuotaWarningCount(quota);
 
   const didCrossWarning = newCount >= warningCount && previousCount < warningCount;
 

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

@@ -9,7 +9,7 @@ import { EnvelopeType, RecipientRole, SendStatus, SigningStatus } from '@prisma/
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
-import { mapRecipientToLegacyRecipient } from '../../utils/recipients';
+import { getRecipientSigningOrder, mapRecipientToLegacyRecipient } from '../../utils/recipients';
 import { assertEnvelopeMutable } from '../envelope/assert-envelope-mutable';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
@@ -112,7 +112,7 @@ export const createEnvelopeRecipients = async ({
             name: recipient.name,
             email: recipient.email,
             role: recipient.role,
-            signingOrder: recipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(recipient),
             token: nanoid(),
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,

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

@@ -14,7 +14,11 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
 import { jobs } from '../../jobs/client';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
-import { canRecipientBeModified, isRecipientEmailValidForSending } from '../../utils/recipients';
+import {
+  canRecipientBeModified,
+  getRecipientSigningOrder,
+  isRecipientEmailValidForSending,
+} from '../../utils/recipients';
 import { assertEnvelopeMutable } from '../envelope/assert-envelope-mutable';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
@@ -161,7 +165,7 @@ export const setDocumentRecipients = async ({
             name: recipient.name,
             email: recipient.email,
             role: recipient.role,
-            signingOrder: recipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(recipient),
             envelopeId: envelope.id,
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
@@ -171,7 +175,7 @@ export const setDocumentRecipients = async ({
             name: recipient.name,
             email: recipient.email,
             role: recipient.role,
-            signingOrder: recipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(recipient),
             token: nanoid(),
             envelopeId: envelope.id,
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,

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

@@ -11,6 +11,7 @@ import { type TRecipientActionAuthTypes, ZRecipientAuthOptionsSchema } from '../
 import { nanoid } from '../../universal/id';
 import { createRecipientAuthOptions } from '../../utils/document-auth';
 import { type EnvelopeIdOptions, mapSecondaryIdToTemplateId } from '../../utils/envelope';
+import { getRecipientSigningOrder } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
 
@@ -142,7 +143,7 @@ export const setTemplateRecipients = async ({ userId, teamId, id, recipients }:
             name: recipient.name,
             email: recipient.email,
             role: recipient.role,
-            signingOrder: recipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(recipient),
             envelopeId: envelope.id,
             authOptions,
           },
@@ -150,7 +151,7 @@ export const setTemplateRecipients = async ({ userId, teamId, id, recipients }:
             name: recipient.name,
             email: recipient.email,
             role: recipient.role,
-            signingOrder: recipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(recipient),
             token: nanoid(),
             envelopeId: envelope.id,
             authOptions,

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

@@ -11,7 +11,7 @@ import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractLegacyIds } from '../../universal/id';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { mapFieldToLegacyField } from '../../utils/fields';
-import { canRecipientBeModified } from '../../utils/recipients';
+import { canRecipientBeModified, getRecipientSigningOrder } from '../../utils/recipients';
 import { assertEnvelopeMutable } from '../envelope/assert-envelope-mutable';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { assertCompatibleRecipientRole } from '../signature-level/assert-compatible-recipient-role';
@@ -148,7 +148,7 @@ export const updateEnvelopeRecipients = async ({
             name: mergedRecipient.name,
             email: mergedRecipient.email,
             role: mergedRecipient.role,
-            signingOrder: mergedRecipient.signingOrder,
+            signingOrder: getRecipientSigningOrder(mergedRecipient),
             envelopeId: envelope.id,
             sendStatus: mergedRecipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus: mergedRecipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,

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

@@ -40,6 +40,7 @@ import {
   extractDocumentAuthMethods,
 } from '../../utils/document-auth';
 import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
+import { getRecipientSigningOrder } from '../../utils/recipients';
 import { sendDocument } from '../document/send-document';
 import { validateFieldAuth } from '../document/validate-field-auth';
 import { incrementDocumentId } from '../envelope/increment-id';
@@ -398,7 +399,7 @@ export const createDocumentFromDirectTemplate = async ({
                 }),
                 sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
                 signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
-                signingOrder: recipient.signingOrder,
+                signingOrder: getRecipientSigningOrder(recipient),
                 token: nanoid(),
               };
             }),

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

@@ -47,6 +47,7 @@ import {
 } from '../../utils/document-auth';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { mapSecondaryIdToTemplateId } from '../../utils/envelope';
+import { getRecipientSigningOrder } from '../../utils/recipients';
 import { buildTeamWhereQuery } from '../../utils/teams';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 import { incrementDocumentId } from '../envelope/increment-id';
@@ -108,7 +109,6 @@ export type CreateDocumentFromTemplateOptions = {
     language?: SupportedLanguageCodes;
     distributionMethod?: DocumentDistributionMethod;
     allowDictateNextSigner?: boolean;
-    includeAuditLog?: boolean;
     emailSettings?: TDocumentEmailSettings;
     typedSignatureEnabled?: boolean;
     uploadSignatureEnabled?: boolean;
@@ -535,7 +535,6 @@ export const createDocumentFromTemplate = async ({
         dateFormat: override?.dateFormat || template.documentMeta?.dateFormat,
         redirectUrl: override?.redirectUrl || template.documentMeta?.redirectUrl,
         distributionMethod: override?.distributionMethod || template.documentMeta?.distributionMethod,
-        includeAuditLog: override?.includeAuditLog ?? template.documentMeta?.includeAuditLog,
         emailSettings: override?.emailSettings || template.documentMeta?.emailSettings,
         signingOrder: override?.signingOrder || template.documentMeta?.signingOrder,
         language: override?.language || template.documentMeta?.language || settings.documentLanguage,
@@ -593,7 +592,7 @@ export const createDocumentFromTemplate = async ({
                 }),
                 sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
                 signingStatus: recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
-                signingOrder: recipient.signingOrder,
+                signingOrder: getRecipientSigningOrder(recipient),
                 token: recipient.token,
               };
             }),
@@ -692,7 +691,7 @@ export const createDocumentFromTemplate = async ({
 
                 const date = new Date(selector.value);
 
-                if (Number.isNaN(date.getTime())) {
+                if (isNaN(date.getTime())) {
                   throw new AppError(AppErrorCode.INVALID_BODY, {
                     message: `Invalid date value for field ${field.id}: ${selector.value}`,
                   });

packages/lib/server-only/webhooks/trigger/generate-sample-data.ts

@@ -48,7 +48,6 @@ export const generateSampleWebhookPayload = (event: WebhookTriggerEvents, webhoo
       drawSignatureEnabled: true,
       language: 'en',
       distributionMethod: DocumentDistributionMethod.EMAIL,
-      includeAuditLog: false,
       emailSettings: null,
     },
     recipients: [

packages/lib/types/document-meta.ts

@@ -19,7 +19,6 @@ import { ZDocumentEmailSettingsSchema } from './document-email';
 export const ZDocumentMetaSchema = DocumentMetaSchema.pick({
   signingOrder: true,
   distributionMethod: true,
-  includeAuditLog: true,
   id: true,
   subject: true,
   message: true,
@@ -94,10 +93,6 @@ export const ZDocumentMetaDistributionMethodSchema = z
   .nativeEnum(DocumentDistributionMethod)
   .describe('The distribution method to use when sending the document to the recipients.');
 
-export const ZDocumentMetaIncludeAuditLogSchema = z
-  .boolean()
-  .describe('Whether to include the audit logs in the sealed document PDF.');
-
 export const ZDocumentMetaTypedSignatureEnabledSchema = z
   .boolean()
   .describe('Whether to allow recipients to sign using a typed signature.');
@@ -121,7 +116,6 @@ export const ZDocumentMetaCreateSchema = z.object({
   timezone: ZDocumentMetaTimezoneSchema.optional(),
   dateFormat: ZDocumentMetaDateFormatSchema.optional(),
   distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
-  includeAuditLog: ZDocumentMetaIncludeAuditLogSchema.optional(),
   signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
   allowDictateNextSigner: z.boolean().optional(),
   redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),

packages/lib/types/document.ts

@@ -53,7 +53,6 @@ export const ZDocumentSchema = LegacyDocumentSchema.pick({
   documentMeta: DocumentMetaSchema.pick({
     signingOrder: true,
     distributionMethod: true,
-    includeAuditLog: true,
     id: true,
     subject: true,
     message: true,

packages/lib/types/envelope-editor.ts

@@ -270,7 +270,6 @@ export const ZEditorEnvelopeSchema = EnvelopeSchema.pick({
   documentMeta: DocumentMetaSchema.pick({
     signingOrder: true,
     distributionMethod: true,
-    includeAuditLog: true,
     id: true,
     subject: true,
     message: true,

packages/lib/types/envelope.ts

@@ -40,7 +40,6 @@ export const ZEnvelopeSchema = EnvelopeSchema.pick({
   documentMeta: DocumentMetaSchema.pick({
     signingOrder: true,
     distributionMethod: true,
-    includeAuditLog: true,
     id: true,
     subject: true,
     message: true,

packages/lib/types/name.test.ts

@@ -0,0 +1,145 @@
+import { describe, expect, it } from 'vitest';
+
+import { ZNameSchema } from './name';
+
+describe('ZNameSchema', () => {
+  describe('valid names', () => {
+    it('accepts a normal name', () => {
+      expect(ZNameSchema.safeParse('Example User')).toEqual({
+        success: true,
+        data: 'Example User',
+      });
+    });
+
+    it('accepts international characters', () => {
+      expect(ZNameSchema.safeParse('Døcumensø Üser')).toEqual({
+        success: true,
+        data: 'Døcumensø Üser',
+      });
+    });
+
+    it('trims surrounding whitespace', () => {
+      expect(ZNameSchema.safeParse('  Documenso User  ')).toEqual({
+        success: true,
+        data: 'Documenso User',
+      });
+    });
+
+    it('accepts names at the minimum length', () => {
+      expect(ZNameSchema.safeParse('DU')).toEqual({
+        success: true,
+        data: 'DU',
+      });
+    });
+
+    it('accepts names at the maximum length', () => {
+      const name =
+        'DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser Do';
+
+      expect(name.length).toBe(100);
+      expect(ZNameSchema.safeParse(name)).toEqual({
+        success: true,
+        data: name,
+      });
+    });
+  });
+
+  describe('length validation', () => {
+    it('rejects names shorter than 2 characters', () => {
+      expect(ZNameSchema.safeParse('D')).toMatchObject({
+        success: false,
+        error: {
+          issues: [{ message: 'Please enter a valid name.' }],
+        },
+      });
+    });
+
+    it('rejects names longer than 100 characters', () => {
+      const name =
+        'DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser DocumensoUser Doc';
+
+      expect(name.length).toBe(101);
+      expect(ZNameSchema.safeParse(name)).toMatchObject({
+        success: false,
+        error: {
+          issues: [{ message: 'Name cannot be more than 100 characters.' }],
+        },
+      });
+    });
+
+    it('rejects whitespace-only input after trim', () => {
+      expect(ZNameSchema.safeParse('   ')).toMatchObject({
+        success: false,
+      });
+    });
+  });
+
+  describe('URL validation', () => {
+    it.each([
+      'https://example.com',
+      'http://example.com',
+      'HTTPS://EXAMPLE.COM',
+      'Northwind www.example.com',
+      'www.example.com',
+    ])('rejects URLs in names: %s', (value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: false,
+        error: {
+          issues: expect.arrayContaining([expect.objectContaining({ message: 'Name cannot contain URLs.' })]),
+        },
+      });
+    });
+  });
+
+  describe('invalid character validation', () => {
+    it.each([
+      ['NUL character', 'Acme\u0000Corp'],
+      ['zero-width space', 'Acme\u200bCorp'],
+      ['bidi override', 'Acme\u202eCorp'],
+      ['byte order mark', 'Acme\ufeffCorp'],
+      ['lone surrogate', 'Acme\ud800Corp'],
+      ['tag character', `Acme${String.fromCodePoint(0xe0041)}Corp`],
+      ['noncharacter', 'Acme\ufffeCorp'],
+      ['private use character', 'Acme\ue000Corp'],
+      ['Hangul filler', 'Acme\u3164Corp'],
+      ['braille blank', 'Acme\u2800Corp'],
+      ['combining grapheme joiner', 'Acme\u034fCorp'],
+    ])('rejects names containing a %s', (_label, value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: false,
+        error: {
+          issues: expect.arrayContaining([expect.objectContaining({ message: 'Name contains invalid characters.' })]),
+        },
+      });
+    });
+
+    it.each([
+      ['fixed form', String.raw`Acme\u200bCorp`],
+      ['uppercase U', String.raw`Acme\U200BCorp`],
+      ['braced form', String.raw`Acme\u{200b}Corp`],
+      ['braced form with leading zeros', String.raw`Acme\u{0000200b}Corp`],
+      ['lone surrogate', String.raw`Acme\ud800Corp`],
+    ])('rejects literal \\u escape sequences stored as text (%s)', (_label, value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: false,
+        error: {
+          issues: expect.arrayContaining([expect.objectContaining({ message: 'Name contains invalid characters.' })]),
+        },
+      });
+    });
+
+    it.each([
+      ['escape of a valid code point', String.raw`Acme\u0041Corp`],
+      ['braced escape of a valid astral code point', String.raw`Acme\u{1F600}Corp`],
+      ['braced escape beyond the Unicode range', String.raw`Acme\u{FFFFFFF}Corp`],
+      ['incomplete escape sequence', String.raw`Acme\u00 Corp`],
+      ['unterminated braced escape', String.raw`Acme\u{200bCorp`],
+      ['astral characters such as emoji', 'Acme 😀 Corp'],
+      ['emoji with a variation selector', 'I ❤️ Docs'],
+    ])('accepts %s', (_label, value) => {
+      expect(ZNameSchema.safeParse(value)).toMatchObject({
+        success: true,
+      });
+    });
+  });
+});

packages/lib/types/name.ts

@@ -0,0 +1,68 @@
+import { z } from 'zod';
+
+export const URL_PATTERN = /https?:\/\/|www\./i;
+
+/**
+ * Characters that render as empty/invisible or break text layout:
+ *
+ * - `\p{C}`         - control, format, lone surrogate, private use and
+ *                     unassigned code points (NUL, zero-width spaces, bidi
+ *                     overrides, BOM, tag characters, noncharacters).
+ * - `\p{Zl}\p{Zp}`  - line and paragraph separators.
+ * - `\u{034F}`      - combining grapheme joiner (invisible). Kept outside the
+ *                     character class because it is a combining mark, which
+ *                     lint rules reject inside classes.
+ * - remaining       - letters that render as blank (Hangul fillers, braille blank).
+ *
+ * The `\p{...}` classes are maintained by the Unicode database, so newly
+ * assigned characters in these categories are covered automatically.
+ */
+const INVALID_CHARACTER_REGEX = /[\p{C}\p{Zl}\p{Zp}\u{115F}\u{1160}\u{2800}\u{3164}\u{FFA0}]|\u{034F}/u;
+
+const hasInvalidCharacter = (value: string) => INVALID_CHARACTER_REGEX.test(value);
+
+/**
+ * Matches literal `\uXXXX` and `\u{XXXX}` escape sequences stored verbatim as
+ * text (e.g. the 6 characters `\`, `u`, `2`, `0`, `0`, `b`), which can still
+ * break rendering downstream if anything decodes them.
+ */
+const ESCAPE_SEQUENCE_PATTERN = /\\u(?:([0-9a-f]{4})|\{([0-9a-f]+)\})/gi;
+
+const hasInvalidEscapeSequence = (value: string) => {
+  for (const [, fixedHex, bracedHex] of value.matchAll(ESCAPE_SEQUENCE_PATTERN)) {
+    const codePoint = parseInt(fixedHex ?? bracedHex, 16);
+
+    if (codePoint > 0x10ffff) {
+      continue;
+    }
+
+    // Decode the escape and run it through the same character policy as the
+    // unescaped check, so the two can never drift apart.
+    if (hasInvalidCharacter(String.fromCodePoint(codePoint))) {
+      return true;
+    }
+  }
+
+  return false;
+};
+
+export const hasInvalidTextCharacters = (value: string) =>
+  hasInvalidCharacter(value) || hasInvalidEscapeSequence(value);
+
+/**
+ * Shared name schema that disallows URLs to prevent phishing via email rendering,
+ * and invisible/control characters that render as empty or break the UI.
+ */
+export const ZNameSchema = z
+  .string()
+  .trim()
+  .min(2, { message: 'Please enter a valid name.' })
+  .max(100, { message: 'Name cannot be more than 100 characters.' })
+  .refine((value) => !URL_PATTERN.test(value), {
+    message: 'Name cannot contain URLs.',
+  })
+  .refine((value) => !hasInvalidTextCharacters(value), {
+    message: 'Name contains invalid characters.',
+  });
+
+export type TName = z.infer<typeof ZNameSchema>;

packages/lib/types/subscription.ts

@@ -6,14 +6,39 @@ import { z } from 'zod';
  *
  * Example: "5m", "1h", "1d"
  */
-export const ZRateLimitWindowSchema = z.string().regex(/^\d+[smhd]$/);
+export const RATE_LIMIT_WINDOW_REGEX = /^\d+[smhd]$/;
 
-export const ZRateLimitArraySchema = z.array(
-  z.object({
-    window: ZRateLimitWindowSchema,
-    max: z.number().int().positive(),
-  }),
-);
+const RATE_LIMIT_WINDOW_ERROR_MESSAGE = 'Use a duration with a unit, e.g. 5m, 1h, or 24h';
+const RATE_LIMIT_DUPLICATE_WINDOW_ERROR_MESSAGE = 'Use a unique window for each rate limit';
+
+export const ZRateLimitWindowSchema = z.string().trim().regex(RATE_LIMIT_WINDOW_REGEX, {
+  message: RATE_LIMIT_WINDOW_ERROR_MESSAGE,
+});
+
+export const ZRateLimitArraySchema = z
+  .array(
+    z.object({
+      window: ZRateLimitWindowSchema,
+      max: z.number().int().positive(),
+    }),
+  )
+  .superRefine((entries, ctx) => {
+    const windows = new Set<string>();
+
+    entries.forEach((entry, index) => {
+      const window = entry.window.trim();
+
+      if (windows.has(window)) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: RATE_LIMIT_DUPLICATE_WINDOW_ERROR_MESSAGE,
+          path: [index, 'window'],
+        });
+      }
+
+      windows.add(window);
+    });
+  });
 
 export type TRateLimitArray = z.infer<typeof ZRateLimitArraySchema>;
 

packages/lib/types/template.ts

@@ -56,7 +56,6 @@ export const ZTemplateSchema = TemplateSchema.pick({
     drawSignatureEnabled: true,
     allowDictateNextSigner: true,
     distributionMethod: true,
-    includeAuditLog: true,
     redirectUrl: true,
     language: true,
     emailSettings: true,
@@ -150,7 +149,6 @@ export const ZTemplateManySchema = TemplateSchema.pick({
   templateMeta: DocumentMetaSchema.pick({
     signingOrder: true,
     distributionMethod: true,
-    includeAuditLog: true,
   }).nullable(),
   directLink: LegacyTemplateDirectLinkSchema.pick({
     token: true,

packages/lib/types/webhook-payload.ts

@@ -57,7 +57,6 @@ export const ZWebhookDocumentMetaSchema = z.object({
   drawSignatureEnabled: z.boolean(),
   language: z.string(),
   distributionMethod: z.nativeEnum(DocumentDistributionMethod),
-  includeAuditLog: z.boolean().default(false),
   emailSettings: z.any().nullable(),
 });
 

packages/lib/universal/quota-usage.test.ts

@@ -0,0 +1,99 @@
+import { describe, expect, it } from 'vitest';
+
+import {
+  getQuotaUsagePercent,
+  getQuotaWarningCount,
+  isQuotaExceeded,
+  isQuotaNearing,
+  normalizeCapacityLimit,
+} from './quota-usage';
+
+describe('isQuotaExceeded', () => {
+  it('treats null quota as unlimited (never exceeded)', () => {
+    expect(isQuotaExceeded(null, 0)).toBe(false);
+    expect(isQuotaExceeded(null, 1_000_000)).toBe(false);
+  });
+
+  it('treats a zero quota as blocked (always exceeded)', () => {
+    expect(isQuotaExceeded(0, 0)).toBe(true);
+    expect(isQuotaExceeded(0, 5)).toBe(true);
+  });
+
+  it('is exceeded once usage reaches the quota (>= boundary)', () => {
+    expect(isQuotaExceeded(10, 9)).toBe(false);
+    expect(isQuotaExceeded(10, 10)).toBe(true);
+    expect(isQuotaExceeded(10, 11)).toBe(true);
+  });
+});
+
+describe('getQuotaWarningCount', () => {
+  it('rounds the 80% threshold up', () => {
+    expect(getQuotaWarningCount(10)).toBe(8);
+    expect(getQuotaWarningCount(100)).toBe(80);
+    // 5 * 0.8 = 4 exactly.
+    expect(getQuotaWarningCount(5)).toBe(4);
+    // 3 * 0.8 = 2.4 -> 3, so the warning count equals the quota itself.
+    expect(getQuotaWarningCount(3)).toBe(3);
+  });
+});
+
+describe('isQuotaNearing', () => {
+  it('is never nearing for unlimited or blocked quotas', () => {
+    expect(isQuotaNearing(null, 5)).toBe(false);
+    expect(isQuotaNearing(0, 5)).toBe(false);
+  });
+
+  it('is nearing from the warning threshold up to (but not including) the quota', () => {
+    expect(isQuotaNearing(10, 7)).toBe(false);
+    expect(isQuotaNearing(10, 8)).toBe(true);
+    expect(isQuotaNearing(10, 9)).toBe(true);
+  });
+
+  it('is not nearing once exceeded (nearing and exceeded are mutually exclusive)', () => {
+    expect(isQuotaNearing(10, 10)).toBe(false);
+    expect(isQuotaNearing(10, 11)).toBe(false);
+  });
+
+  it('can never fire for tiny quotas where the warning count equals the quota', () => {
+    // getQuotaWarningCount(3) === 3, so usage >= 3 is already exceeded.
+    expect(isQuotaNearing(3, 2)).toBe(false);
+    expect(isQuotaNearing(3, 3)).toBe(false);
+  });
+
+  it('agrees with the warning-count helper at the boundary', () => {
+    const quota = 250;
+    const warningCount = getQuotaWarningCount(quota);
+
+    expect(isQuotaNearing(quota, warningCount - 1)).toBe(false);
+    expect(isQuotaNearing(quota, warningCount)).toBe(true);
+  });
+});
+
+describe('getQuotaUsagePercent', () => {
+  it('returns 0 for unlimited or non-positive quotas', () => {
+    expect(getQuotaUsagePercent(5, null)).toBe(0);
+    expect(getQuotaUsagePercent(5, 0)).toBe(0);
+    expect(getQuotaUsagePercent(5, -10)).toBe(0);
+  });
+
+  it('rounds the percentage to the nearest integer', () => {
+    expect(getQuotaUsagePercent(1, 3)).toBe(33);
+    expect(getQuotaUsagePercent(2, 3)).toBe(67);
+    expect(getQuotaUsagePercent(50, 100)).toBe(50);
+  });
+
+  it('clamps the percentage to 100 when usage exceeds the quota', () => {
+    expect(getQuotaUsagePercent(150, 100)).toBe(100);
+  });
+});
+
+describe('normalizeCapacityLimit', () => {
+  it('maps 0 (unlimited for capacity limits) to null', () => {
+    expect(normalizeCapacityLimit(0)).toBeNull();
+  });
+
+  it('passes positive limits through unchanged', () => {
+    expect(normalizeCapacityLimit(1)).toBe(1);
+    expect(normalizeCapacityLimit(25)).toBe(25);
+  });
+});

packages/lib/universal/quota-usage.ts

@@ -0,0 +1,57 @@
+export const QUOTA_WARNING_THRESHOLD = 0.8;
+
+/**
+ * Monthly quotas: `null` = unlimited, `0` = blocked. Usage `>=` quota is exceeded.
+ */
+export const isQuotaExceeded = (quota: number | null, usage: number): boolean => {
+  if (quota === null) {
+    return false;
+  }
+
+  if (quota === 0) {
+    return true;
+  }
+
+  return usage >= quota;
+};
+
+/**
+ * The usage count at which a positive quota starts "nearing" (80% rounded up).
+ * The single source for the warning threshold math so the UI panel, quota flags,
+ * and the per-request alert path can't drift apart.
+ */
+export const getQuotaWarningCount = (quota: number): number => {
+  return Math.ceil(quota * QUOTA_WARNING_THRESHOLD);
+};
+
+/**
+ * Nearing once usage reaches the warning threshold (80% rounded up) but is not exceeded.
+ */
+export const isQuotaNearing = (quota: number | null, usage: number): boolean => {
+  if (quota === null || quota === 0) {
+    return false;
+  }
+
+  if (isQuotaExceeded(quota, usage)) {
+    return false;
+  }
+
+  return usage >= getQuotaWarningCount(quota);
+};
+
+export const getQuotaUsagePercent = (usage: number, quota: number | null): number => {
+  if (quota === null || quota <= 0) {
+    return 0;
+  }
+
+  return Math.min(100, Math.round((usage / quota) * 100));
+};
+
+/** Member/team capacity limits use `0` for unlimited. */
+export const normalizeCapacityLimit = (limit: number): number | null => {
+  if (limit === 0) {
+    return null;
+  }
+
+  return limit;
+};

packages/lib/universal/upload/put-file.ts

@@ -1,10 +1,5 @@
-import { env } from '@documenso/lib/utils/env';
-import type { TGetPresignedPostUrlResponse, TUploadPdfResponse } from '@documenso/remix/server/api/files/files.types';
-import { DocumentDataType } from '@prisma/client';
-import { base64 } from '@scure/base';
-import { match } from 'ts-pattern';
+import type { TUploadPdfResponse } from '@documenso/remix/server/api/files/files.types';
 
-import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError } from '../../errors/app-error';
 
 type File = {
@@ -58,68 +53,3 @@ export const putPdfFile = async (file: File, options?: PutFileOptions) => {
 
   return result;
 };
-
-/**
- * Uploads a file to the appropriate storage location.
- */
-export const putFile = async (file: File, options?: PutFileOptions) => {
-  const NEXT_PUBLIC_UPLOAD_TRANSPORT = env('NEXT_PUBLIC_UPLOAD_TRANSPORT');
-
-  return await match(NEXT_PUBLIC_UPLOAD_TRANSPORT)
-    .with('s3', async () => putFileInObjectStorage(file, {}, options))
-    .with('azure-blob', async () => putFileInObjectStorage(file, { 'x-ms-blob-type': 'BlockBlob' }, options))
-    .otherwise(async () => putFileInDatabase(file));
-};
-
-const putFileInDatabase = async (file: File) => {
-  const contents = await file.arrayBuffer();
-
-  const binaryData = new Uint8Array(contents);
-
-  const asciiData = base64.encode(binaryData);
-
-  return {
-    type: DocumentDataType.BYTES_64,
-    data: asciiData,
-  };
-};
-
-const putFileInObjectStorage = async (file: File, extraHeaders: Record<string, string>, options?: PutFileOptions) => {
-  const getPresignedUrlResponse = await fetch(`${NEXT_PUBLIC_WEBAPP_URL()}/api/files/presigned-post-url`, {
-    method: 'POST',
-    headers: {
-      'Content-Type': 'application/json',
-      ...buildUploadAuthHeaders(options),
-    },
-    body: JSON.stringify({
-      fileName: file.name,
-      contentType: file.type,
-    }),
-  });
-
-  if (!getPresignedUrlResponse.ok) {
-    throw new Error(`Failed to get presigned post url, failed with status code ${getPresignedUrlResponse.status}`);
-  }
-
-  const { url, key }: TGetPresignedPostUrlResponse = await getPresignedUrlResponse.json();
-
-  const body = await file.arrayBuffer();
-
-  const response = await fetch(url, {
-    method: 'PUT',
-    headers: {
-      'Content-Type': 'application/octet-stream',
-      ...extraHeaders,
-    },
-    body,
-  });
-
-  if (!response.ok) {
-    throw new Error(`Failed to upload file "${file.name}", failed with status code ${response.status}`);
-  }
-
-  return {
-    type: DocumentDataType.S3_PATH,
-    data: key,
-  };
-};

packages/lib/utils/document.ts

@@ -54,7 +54,6 @@ export const extractDerivedDocumentMeta = (
     signingOrder: resolveSigningOrder({ signatureLevel, requested: meta.signingOrder }),
     allowDictateNextSigner: meta.allowDictateNextSigner ?? false,
     distributionMethod: meta.distributionMethod || DocumentDistributionMethod.EMAIL, // Todo: Make this a setting.
-    includeAuditLog: meta.includeAuditLog ?? settings.includeAuditLog,
 
     // Signature settings.
     typedSignatureEnabled: meta.typedSignatureEnabled ?? settings.typedSignatureEnabled,

packages/lib/utils/images/logo.ts

@@ -8,3 +8,15 @@ export const loadLogo = async (file: Uint8Array) => {
     content,
   };
 };
+
+/**
+ * Validate and sanitise an uploaded branding logo. Re-encoding through `sharp`
+ * proves the bytes are a real raster image and strips any embedded payloads.
+ * Throws if the input cannot be parsed as an image.
+ */
+export const optimiseBrandingLogo = async (input: Buffer | Uint8Array): Promise<Buffer> => {
+  return await sharp(input)
+    .resize(512, 512, { fit: 'inside', withoutEnlargement: true })
+    .png({ quality: 80 })
+    .toBuffer();
+};

packages/lib/utils/recipients.test.ts

@@ -0,0 +1,81 @@
+import { RecipientRole } from '@prisma/client';
+import { describe, expect, it } from 'vitest';
+
+import {
+  getRecipientSigningOrder,
+  isAssistantLastSigner,
+  normalizeRecipientSigningOrders,
+  sortRecipientsForSigningOrder,
+} from './recipients';
+
+describe('recipient signing order helpers', () => {
+  it('sorts CC recipients after ordered active recipients', () => {
+    const recipients = [
+      { id: 1, role: RecipientRole.CC, signingOrder: 1 },
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 2 },
+      { id: 3, role: RecipientRole.APPROVER, signingOrder: 1 },
+    ];
+
+    expect(sortRecipientsForSigningOrder(recipients).map((recipient) => recipient.id)).toEqual([3, 2, 1]);
+  });
+
+  it('keeps original order when recipients have the same signing order', () => {
+    const recipients = [
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 1 },
+      { id: 1, role: RecipientRole.APPROVER, signingOrder: 1 },
+    ];
+
+    expect(sortRecipientsForSigningOrder(recipients).map((recipient) => recipient.id)).toEqual([2, 1]);
+  });
+
+  it('sorts and normalizes active recipient signing order and removes it from CC recipients', () => {
+    const recipients = [
+      { id: 1, role: RecipientRole.CC, signingOrder: 1 },
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 4 },
+      { id: 3, role: RecipientRole.APPROVER, signingOrder: 2 },
+    ];
+
+    expect(normalizeRecipientSigningOrders(sortRecipientsForSigningOrder(recipients))).toEqual([
+      { id: 3, role: RecipientRole.APPROVER, signingOrder: 1 },
+      { id: 2, role: RecipientRole.SIGNER, signingOrder: 2 },
+      { id: 1, role: RecipientRole.CC, signingOrder: undefined },
+    ]);
+  });
+
+  it('preserves caller order while normalizing signing order', () => {
+    const recipients = [
+      { id: 2, role: RecipientRole.ASSISTANT, signingOrder: 2 },
+      { id: 1, role: RecipientRole.SIGNER, signingOrder: 1 },
+      { id: 3, role: RecipientRole.CC, signingOrder: 1 },
+    ];
+
+    expect(normalizeRecipientSigningOrders(recipients)).toEqual([
+      { id: 2, role: RecipientRole.ASSISTANT, signingOrder: 1 },
+      { id: 1, role: RecipientRole.SIGNER, signingOrder: 2 },
+      { id: 3, role: RecipientRole.CC, signingOrder: undefined },
+    ]);
+  });
+
+  it('coerces CC signing order to null for persistence', () => {
+    expect(getRecipientSigningOrder({ role: RecipientRole.CC, signingOrder: 1 })).toBeNull();
+    expect(getRecipientSigningOrder({ role: RecipientRole.SIGNER, signingOrder: 1 })).toBe(1);
+  });
+
+  it('checks whether the last non-CC recipient is an assistant', () => {
+    expect(
+      isAssistantLastSigner([
+        { role: RecipientRole.SIGNER },
+        { role: RecipientRole.ASSISTANT },
+        { role: RecipientRole.CC },
+      ]),
+    ).toBe(true);
+
+    expect(
+      isAssistantLastSigner([
+        { role: RecipientRole.ASSISTANT },
+        { role: RecipientRole.SIGNER },
+        { role: RecipientRole.CC },
+      ]),
+    ).toBe(false);
+  });
+});

packages/lib/utils/recipients.ts

@@ -1,6 +1,6 @@
 import { isSignatureFieldType } from '@documenso/prisma/guards/is-signature-field';
-import type { Envelope } from '@prisma/client';
-import { type Field, RecipientRole, SigningStatus } from '@prisma/client';
+import type { Envelope, Field, Recipient } from '@prisma/client';
+import { RecipientRole, SigningStatus } from '@prisma/client';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../constants/app';
 import { AppError, AppErrorCode } from '../errors/app-error';
@@ -15,6 +15,66 @@ import { zEmail } from './zod';
  */
 export const RECIPIENT_ROLES_THAT_REQUIRE_FIELDS = [RecipientRole.SIGNER] as const;
 
+// signingOrder isn't required when submitting the recipient form (Zod: z.number().optional())
+type RecipientWithSigningOrder = Pick<Recipient, 'role'> & Partial<Pick<Recipient, 'signingOrder'>>;
+
+export const isCcRecipient = (recipient: Pick<Recipient, 'role'>) => {
+  return recipient.role === RecipientRole.CC;
+};
+
+export const getRecipientSigningOrder = (recipient: RecipientWithSigningOrder) => {
+  if (isCcRecipient(recipient)) {
+    return null;
+  }
+
+  return recipient.signingOrder ?? null;
+};
+
+export const isAssistantLastSigner = (recipients: Pick<Recipient, 'role'>[]) => {
+  const nonCcRecipients = recipients.filter((recipient) => !isCcRecipient(recipient));
+  const lastNonCcRecipient = nonCcRecipients[nonCcRecipients.length - 1];
+
+  return lastNonCcRecipient?.role === RecipientRole.ASSISTANT;
+};
+
+export const sortRecipientsForSigningOrder = <T extends RecipientWithSigningOrder>(recipients: T[]): T[] => {
+  return [...recipients].sort((r1, r2) => {
+    const r1IsCcRecipient = isCcRecipient(r1);
+    const r2IsCcRecipient = isCcRecipient(r2);
+
+    // CC recipients always sort after non-CC recipients.
+    if (r1IsCcRecipient !== r2IsCcRecipient) {
+      return r1IsCcRecipient ? 1 : -1;
+    }
+
+    // Order by signing order; missing orders sort last.
+    const r1SigningOrder = r1.signingOrder ?? Number.MAX_SAFE_INTEGER;
+    const r2SigningOrder = r2.signingOrder ?? Number.MAX_SAFE_INTEGER;
+
+    return r1SigningOrder - r2SigningOrder;
+  });
+};
+
+export const normalizeRecipientSigningOrders = <T extends RecipientWithSigningOrder>(
+  recipients: T[],
+  canUpdateRecipient: (recipient: T) => boolean = () => true,
+): Array<T & { signingOrder?: number }> => {
+  const nonCcRecipients = recipients.filter((recipient) => !isCcRecipient(recipient));
+  const ccRecipients = recipients.filter((recipient) => isCcRecipient(recipient));
+
+  const normalizedNonCcRecipients = nonCcRecipients.map((recipient, index) => ({
+    ...recipient,
+    signingOrder: canUpdateRecipient(recipient) ? index + 1 : (recipient.signingOrder ?? index + 1),
+  }));
+
+  const normalizedCcRecipients = ccRecipients.map((recipient) => ({
+    ...recipient,
+    signingOrder: undefined,
+  }));
+
+  return [...normalizedNonCcRecipients, ...normalizedCcRecipients];
+};
+
 /**
  * Returns recipients who are missing required fields for their role.
  *

packages/prisma/migrations/20260521000000_add_document_meta_include_audit_log/migration.sql

@@ -1,12 +0,0 @@
--- AlterTable
-ALTER TABLE "DocumentMeta" ADD COLUMN     "includeAuditLog" BOOLEAN NOT NULL DEFAULT false;
-
--- Backfill includeAuditLog from the effective team/organisation setting
-UPDATE "DocumentMeta" AS dm
-SET "includeAuditLog" = COALESCE(tgs."includeAuditLog", ogs."includeAuditLog")
-FROM "Envelope" e
-JOIN "Team" t ON t."id" = e."teamId"
-JOIN "TeamGlobalSettings" tgs ON tgs."id" = t."teamGlobalSettingsId"
-JOIN "Organisation" o ON o."id" = t."organisationId"
-JOIN "OrganisationGlobalSettings" ogs ON ogs."id" = o."organisationGlobalSettingsId"
-WHERE e."documentMetaId" = dm."id";

packages/prisma/schema.prisma

@@ -573,7 +573,6 @@ model DocumentMeta {
 
   language           String                     @default("en")
   distributionMethod DocumentDistributionMethod @default(EMAIL)
-  includeAuditLog    Boolean                    @default(false)
 
   emailSettings Json? /// [DocumentEmailSettings] @zod.custom.use(ZDocumentEmailSettingsSchema)
   emailReplyTo  String?

packages/trpc/server/admin-router/create-admin-organisation.types.ts

@@ -1,11 +1,10 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
-import { ZOrganisationNameSchema } from '../organisation-router/create-organisation.types';
-
 export const ZCreateAdminOrganisationRequestSchema = z.object({
   ownerUserId: z.number(),
   data: z.object({
-    name: ZOrganisationNameSchema,
+    name: ZNameSchema,
   }),
 });
 

packages/trpc/server/admin-router/create-subscription-claim.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { ZClaimFlagsSchema, ZRateLimitArraySchema } from '@documenso/lib/types/subscription';
 import { z } from 'zod';
 
 export const ZCreateSubscriptionClaimRequestSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
   teamCount: z.number().int().min(0),
   memberCount: z.number().int().min(0),
   envelopeItemCount: z.number().int().min(1),

packages/trpc/server/admin-router/create-user.types.ts

@@ -1,4 +1,4 @@
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZCreateUserRequestSchema = z.object({

packages/trpc/server/admin-router/email-transport/create-email-transport.types.ts

@@ -1,9 +1,10 @@
 import { ZEmailTransportConfigSchema } from '@documenso/lib/server-only/email/email-transport-config';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZCreateEmailTransportRequestSchema = z.object({
-  name: z.string().min(1),
-  fromName: z.string().min(1),
+  name: ZNameSchema,
+  fromName: ZNameSchema,
   fromAddress: z.string().email(),
   config: ZEmailTransportConfigSchema,
 });

packages/trpc/server/admin-router/email-transport/update-email-transport.types.ts

@@ -4,6 +4,7 @@ import {
   ZSmtpApiConfigSchema,
   ZSmtpAuthConfigSchema,
 } from '@documenso/lib/server-only/email/email-transport-config';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 // Reuses the canonical transport config schemas, but relaxes the secret field so
@@ -21,8 +22,8 @@ const ZUpdateConfigSchema = z.discriminatedUnion('type', [
 export const ZUpdateEmailTransportRequestSchema = z.object({
   id: z.string(),
   data: z.object({
-    name: z.string().min(1),
-    fromName: z.string().min(1),
+    name: ZNameSchema,
+    fromName: ZNameSchema,
     fromAddress: z.string().email(),
     config: ZUpdateConfigSchema,
   }),

packages/trpc/server/admin-router/get-admin-team.ts

@@ -30,6 +30,7 @@ export const getAdminTeamRoute = adminProcedure
             name: true,
             url: true,
             ownerUserId: true,
+            organisationGlobalSettings: true,
           },
         },
         teamEmail: true,

packages/trpc/server/admin-router/get-admin-team.types.ts

@@ -1,5 +1,6 @@
 import { OrganisationMemberRoleSchema } from '@documenso/prisma/generated/zod/inputTypeSchemas/OrganisationMemberRoleSchema';
 import { TeamMemberRoleSchema } from '@documenso/prisma/generated/zod/inputTypeSchemas/TeamMemberRoleSchema';
+import OrganisationGlobalSettingsSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGlobalSettingsSchema';
 import OrganisationMemberInviteSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberInviteSchema';
 import OrganisationMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberSchema';
 import OrganisationSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationSchema';
@@ -19,6 +20,8 @@ export const ZGetAdminTeamResponseSchema = TeamSchema.extend({
     name: true,
     url: true,
     ownerUserId: true,
+  }).extend({
+    organisationGlobalSettings: OrganisationGlobalSettingsSchema,
   }),
   teamEmail: TeamEmailSchema.nullable(),
   teamGlobalSettings: TeamGlobalSettingsSchema.nullable(),

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

@@ -1,13 +1,13 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
-import { ZOrganisationNameSchema } from '../organisation-router/create-organisation.types';
 import { ZTeamUrlSchema } from '../team-router/schema';
 import { ZCreateSubscriptionClaimRequestSchema } from './create-subscription-claim.types';
 
 export const ZUpdateAdminOrganisationRequestSchema = z.object({
   organisationId: z.string(),
   data: z.object({
-    name: ZOrganisationNameSchema.optional(),
+    name: ZNameSchema.optional(),
     url: ZTeamUrlSchema.optional(),
     claims: ZCreateSubscriptionClaimRequestSchema.pick({
       teamCount: true,

packages/trpc/server/admin-router/update-user.types.ts

@@ -1,10 +1,11 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { Role } from '@prisma/client';
 import { z } from 'zod';
 
 export const ZUpdateUserRequestSchema = z.object({
   id: z.number().min(1),
-  name: z.string().nullish(),
+  name: ZNameSchema.nullish(),
   email: zEmail().optional(),
   roles: z.array(z.nativeEnum(Role)).optional(),
 });

packages/trpc/server/api-token-router/create-api-token.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZCreateApiTokenRequestSchema = z.object({
   teamId: z.number(),
-  tokenName: z.string().min(3, { message: 'The token name should be 3 characters or longer' }),
+  tokenName: ZNameSchema,
   expirationDate: z.string().nullable(),
 });
 

packages/trpc/server/auth-router/create-passkey.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { ZRegistrationResponseJSONSchema } from '@documenso/lib/types/webauthn';
 import { z } from 'zod';
 
 export const ZCreatePasskeyRequestSchema = z.object({
-  passkeyName: z.string().trim().min(1),
+  passkeyName: ZNameSchema,
   verificationResponse: ZRegistrationResponseJSONSchema,
 });
 

packages/trpc/server/auth-router/update-passkey.types.ts

@@ -1,8 +1,9 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { z } from 'zod';
 
 export const ZUpdatePasskeyRequestSchema = z.object({
   passkeyId: z.string().trim().min(1),
-  name: z.string().trim().min(1),
+  name: ZNameSchema,
 });
 
 export const ZUpdatePasskeyResponseSchema = z.void();

packages/trpc/server/document-router/distribute-document.ts

@@ -37,7 +37,6 @@ export const distributeDocumentRoute = authenticatedProcedure
         timezone: meta.timezone,
         redirectUrl: meta.redirectUrl,
         distributionMethod: meta.distributionMethod,
-        includeAuditLog: meta.includeAuditLog,
         emailSettings: meta.emailSettings ?? undefined,
         language: meta.language,
         emailId: meta.emailId,

packages/trpc/server/document-router/distribute-document.types.ts

@@ -3,7 +3,6 @@ import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-emai
 import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaDistributionMethodSchema,
-  ZDocumentMetaIncludeAuditLogSchema,
   ZDocumentMetaLanguageSchema,
   ZDocumentMetaMessageSchema,
   ZDocumentMetaRedirectUrlSchema,
@@ -34,7 +33,6 @@ export const ZDistributeDocumentRequestSchema = z.object({
       timezone: ZDocumentMetaTimezoneSchema.optional(),
       dateFormat: ZDocumentMetaDateFormatSchema.optional(),
       distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
-      includeAuditLog: ZDocumentMetaIncludeAuditLogSchema.optional(),
       redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
       language: ZDocumentMetaLanguageSchema.optional(),
       emailId: z.string().nullish(),

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

@@ -3,7 +3,6 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaDistributionMethodSchema,
   ZDocumentMetaDrawSignatureEnabledSchema,
-  ZDocumentMetaIncludeAuditLogSchema,
   ZDocumentMetaLanguageSchema,
   ZDocumentMetaMessageSchema,
   ZDocumentMetaRedirectUrlSchema,
@@ -60,7 +59,6 @@ export const ZCreateEmbeddingDocumentRequestSchema = z.object({
       timezone: ZDocumentMetaTimezoneSchema.optional(),
       dateFormat: ZDocumentMetaDateFormatSchema.optional(),
       distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
-      includeAuditLog: ZDocumentMetaIncludeAuditLogSchema.optional(),
       signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
       redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
       language: ZDocumentMetaLanguageSchema.optional(),

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

@@ -3,7 +3,6 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaDistributionMethodSchema,
   ZDocumentMetaDrawSignatureEnabledSchema,
-  ZDocumentMetaIncludeAuditLogSchema,
   ZDocumentMetaLanguageSchema,
   ZDocumentMetaMessageSchema,
   ZDocumentMetaRedirectUrlSchema,
@@ -57,7 +56,6 @@ export const ZCreateEmbeddingTemplateRequestSchema = z.object({
       timezone: ZDocumentMetaTimezoneSchema.optional(),
       dateFormat: ZDocumentMetaDateFormatSchema.optional(),
       distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
-      includeAuditLog: ZDocumentMetaIncludeAuditLogSchema.optional(),
       signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
       redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
       language: ZDocumentMetaLanguageSchema.optional(),

packages/trpc/server/embedding-router/get-multi-sign-document.types.ts

@@ -21,7 +21,6 @@ export const ZGetMultiSignDocumentResponseSchema = ZDocumentLiteSchema.extend({
   documentMeta: DocumentMetaSchema.pick({
     signingOrder: true,
     distributionMethod: true,
-    includeAuditLog: true,
     id: true,
     subject: true,
     message: true,

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

@@ -3,7 +3,6 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaDistributionMethodSchema,
   ZDocumentMetaDrawSignatureEnabledSchema,
-  ZDocumentMetaIncludeAuditLogSchema,
   ZDocumentMetaLanguageSchema,
   ZDocumentMetaMessageSchema,
   ZDocumentMetaRedirectUrlSchema,
@@ -61,7 +60,6 @@ export const ZUpdateEmbeddingDocumentRequestSchema = z.object({
       timezone: ZDocumentMetaTimezoneSchema.optional(),
       dateFormat: ZDocumentMetaDateFormatSchema.optional(),
       distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
-      includeAuditLog: ZDocumentMetaIncludeAuditLogSchema.optional(),
       signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
       redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
       language: ZDocumentMetaLanguageSchema.optional(),

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

@@ -3,7 +3,6 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaDistributionMethodSchema,
   ZDocumentMetaDrawSignatureEnabledSchema,
-  ZDocumentMetaIncludeAuditLogSchema,
   ZDocumentMetaLanguageSchema,
   ZDocumentMetaMessageSchema,
   ZDocumentMetaRedirectUrlSchema,
@@ -61,7 +60,6 @@ export const ZUpdateEmbeddingTemplateRequestSchema = z.object({
       timezone: ZDocumentMetaTimezoneSchema.optional(),
       dateFormat: ZDocumentMetaDateFormatSchema.optional(),
       distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
-      includeAuditLog: ZDocumentMetaIncludeAuditLogSchema.optional(),
       signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
       redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
       language: ZDocumentMetaLanguageSchema.optional(),

packages/trpc/server/enterprise-router/create-organisation-email.types.ts

@@ -1,9 +1,10 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { z } from 'zod';
 
 export const ZCreateOrganisationEmailRequestSchema = z.object({
   emailDomainId: z.string(),
-  emailName: z.string().min(1).max(100),
+  emailName: ZNameSchema,
   email: zEmail().toLowerCase(),
 
   // This does not need to be validated to be part of the domain.

packages/trpc/server/envelope-router/distribute-envelope.ts

@@ -37,7 +37,6 @@ export const distributeEnvelopeRoute = authenticatedProcedure
         timezone: meta.timezone,
         redirectUrl: meta.redirectUrl,
         distributionMethod: meta.distributionMethod,
-        includeAuditLog: meta.includeAuditLog,
         emailSettings: meta.emailSettings ?? undefined,
         language: meta.language,
         emailId: meta.emailId,

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

@@ -23,7 +23,6 @@ export const ZDistributeEnvelopeRequestSchema = z.object({
     timezone: true,
     dateFormat: true,
     distributionMethod: true,
-    includeAuditLog: true,
     redirectUrl: true,
     language: true,
     emailId: true,

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

@@ -5,7 +5,6 @@ import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaDistributionMethodSchema,
   ZDocumentMetaDrawSignatureEnabledSchema,
-  ZDocumentMetaIncludeAuditLogSchema,
   ZDocumentMetaLanguageSchema,
   ZDocumentMetaMessageSchema,
   ZDocumentMetaRedirectUrlSchema,
@@ -90,7 +89,6 @@ export const ZUseEnvelopePayloadSchema = z.object({
       dateFormat: ZDocumentMetaDateFormatSchema.optional(),
       redirectUrl: ZDocumentMetaRedirectUrlSchema.optional(),
       distributionMethod: ZDocumentMetaDistributionMethodSchema.optional(),
-      includeAuditLog: ZDocumentMetaIncludeAuditLogSchema.optional(),
       emailSettings: ZDocumentEmailSettingsSchema.optional(),
       language: ZDocumentMetaLanguageSchema.optional(),
       typedSignatureEnabled: ZDocumentMetaTypedSignatureEnabledSchema.optional(),