Merge branch 'main' into feat/webhooks

Co-authored-by: Ephraim Atta-Duncan <ephraimduncan68@gmail.com>

CODE_STYLE.md

@@ -0,0 +1,692 @@
+# Documenso Code Style Guide
+
+This document captures the code style, patterns, and conventions used in the Documenso codebase. It covers both enforceable rules and subjective "taste" elements that make our code consistent and maintainable.
+
+## Table of Contents
+
+1. [General Principles](#general-principles)
+2. [TypeScript Conventions](#typescript-conventions)
+3. [Imports & Dependencies](#imports--dependencies)
+4. [Functions & Methods](#functions--methods)
+5. [React & Components](#react--components)
+6. [Error Handling](#error-handling)
+7. [Async/Await Patterns](#asyncawait-patterns)
+8. [Whitespace & Formatting](#whitespace--formatting)
+9. [Naming Conventions](#naming-conventions)
+10. [Pattern Matching](#pattern-matching)
+11. [Database & Prisma](#database--prisma)
+12. [TRPC Patterns](#trpc-patterns)
+
+---
+
+## General Principles
+
+- **Functional over Object-Oriented**: Prefer functional programming patterns over classes
+- **Explicit over Implicit**: Be explicit about types, return values, and error cases
+- **Early Returns**: Use guard clauses and early returns to reduce nesting
+- **Immutability**: Favor `const` over `let`; avoid mutation where possible
+
+---
+
+## TypeScript Conventions
+
+### Type Definitions
+
+```typescript
+// ✅ Prefer `type` over `interface`
+type CreateDocumentOptions = {
+  templateId: number;
+  userId: number;
+  recipients: Recipient[];
+};
+
+// ❌ Avoid interfaces unless absolutely necessary
+interface CreateDocumentOptions {
+  templateId: number;
+}
+```
+
+### Type Imports
+
+```typescript
+// ✅ Use `type` keyword for type-only imports
+import type { Document, Recipient } from '@prisma/client';
+import { DocumentStatus } from '@prisma/client';
+
+// Types in function signatures
+export const findDocuments = async ({ userId, teamId }: FindDocumentsOptions) => {
+  // ...
+};
+```
+
+### Inline Types for Function Parameters
+
+```typescript
+// ✅ Extract inline types to named types
+type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role' | 'authOptions'> & {
+  templateRecipientId: number;
+  fields: Field[];
+};
+
+const finalRecipients: FinalRecipient[] = [];
+```
+
+---
+
+## Imports & Dependencies
+
+### Import Organization
+
+Imports should be organized in the following order with blank lines between groups:
+
+```typescript
+// 1. React imports
+import { useCallback, useEffect, useMemo } from 'react';
+
+// 2. Third-party library imports (alphabetically)
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import type { Document, Recipient } from '@prisma/client';
+import { DocumentStatus, RecipientRole } from '@prisma/client';
+import { match } from 'ts-pattern';
+
+// 3. Internal package imports (from @documenso/*)
+import { AppError } from '@documenso/lib/errors/app-error';
+import { prisma } from '@documenso/prisma';
+import { Button } from '@documenso/ui/primitives/button';
+
+// 4. Relative imports
+import { getTeamById } from '../team/get-team';
+import type { FindResultResponse } from './types';
+```
+
+### Destructuring Imports
+
+```typescript
+// ✅ Destructure specific exports
+// ✅ Use type imports for types
+import type { Document } from '@prisma/client';
+
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+```
+
+---
+
+## Functions & Methods
+
+### Arrow Functions
+
+```typescript
+// ✅ Always use arrow functions for functions
+export const createDocument = async ({
+  userId,
+  title,
+}: CreateDocumentOptions) => {
+  // ...
+};
+
+// ✅ Callbacks and handlers
+const onSubmit = useCallback(async () => {
+  // ...
+}, [dependencies]);
+
+// ❌ Avoid regular function declarations
+function createDocument() {
+  // ...
+}
+```
+
+### Function Parameters
+
+```typescript
+// ✅ Use destructured object parameters for multiple params
+export const findDocuments = async ({
+  userId,
+  teamId,
+  status = ExtendedDocumentStatus.ALL,
+  page = 1,
+  perPage = 10,
+}: FindDocumentsOptions) => {
+  // ...
+};
+
+// ✅ Destructure on separate line when needed
+const onFormSubmit = form.handleSubmit(onSubmit);
+
+// ✅ Deconstruct nested properties explicitly
+const { user } = ctx;
+const { templateId } = input;
+```
+
+---
+
+## React & Components
+
+### Component Definition
+
+```typescript
+// ✅ Use const with arrow function
+export const AddSignersFormPartial = ({
+  documentFlow,
+  recipients,
+  fields,
+  onSubmit,
+}: AddSignersFormProps) => {
+  // ...
+};
+
+// ❌ Never use classes
+class MyComponent extends React.Component {
+  // ...
+}
+```
+
+### Hooks
+
+```typescript
+// ✅ Group related hooks together with blank line separation
+const { _ } = useLingui();
+const { toast } = useToast();
+
+const { currentStep, totalSteps, previousStep } = useStep();
+
+const form = useForm<TFormSchema>({
+  resolver: zodResolver(ZFormSchema),
+  defaultValues: {
+    // ...
+  },
+});
+```
+
+### Event Handlers
+
+```typescript
+// ✅ Use arrow functions with descriptive names
+const onFormSubmit = async () => {
+  await form.trigger();
+  // ...
+};
+
+const onFieldCopy = useCallback(
+  (event?: KeyboardEvent | null) => {
+    event?.preventDefault();
+    // ...
+  },
+  [dependencies],
+);
+
+// ✅ Inline handlers for simple operations
+<Button onClick={() => setOpen(false)}>Close</Button>
+```
+
+### State Management
+
+```typescript
+// ✅ Descriptive state names with auxiliary verbs
+const [isLoading, setIsLoading] = useState(false);
+const [hasError, setHasError] = useState(false);
+const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
+
+// ✅ Complex state in single useState when related
+const [coords, setCoords] = useState({
+  x: 0,
+  y: 0,
+});
+```
+
+---
+
+## Error Handling
+
+### Try-Catch Blocks
+
+```typescript
+// ✅ Use try-catch for operations that might fail
+try {
+  const document = await getDocumentById({
+    documentId: Number(documentId),
+    userId: user.id,
+  });
+
+  return {
+    status: 200,
+    body: document,
+  };
+} catch (err) {
+  return {
+    status: 404,
+    body: {
+      message: 'Document not found',
+    },
+  };
+}
+```
+
+### Throwing Errors
+
+```typescript
+// ✅ Use AppError for application errors
+throw new AppError(AppErrorCode.NOT_FOUND, {
+  message: 'Template not found',
+});
+
+// ✅ Use descriptive error messages
+if (!template) {
+  throw new AppError(AppErrorCode.NOT_FOUND, {
+    message: `Template with ID ${templateId} not found`,
+  });
+}
+```
+
+### Error Parsing on Frontend
+
+```typescript
+// ✅ Parse errors on the frontend
+try {
+  await updateOrganisation({ organisationId, data });
+} catch (err) {
+  const error = AppError.parseError(err);
+  console.error(error);
+
+  toast({
+    title: t`An error occurred`,
+    description: error.message,
+    variant: 'destructive',
+  });
+}
+```
+
+---
+
+## Async/Await Patterns
+
+### Async Function Definitions
+
+```typescript
+// ✅ Mark async functions clearly
+export const createDocument = async ({
+  userId,
+  title,
+}: Options): Promise<Document> => {
+  // ...
+};
+
+// ✅ Use await for promises
+const document = await prisma.document.create({ data });
+
+// ✅ Use Promise.all for parallel operations
+const [document, recipients] = await Promise.all([
+  getDocumentById({ documentId }),
+  getRecipientsForDocument({ documentId }),
+]);
+```
+
+### Void for Fire-and-Forget
+
+```typescript
+// ✅ Use void for intentionally unwaited promises
+void handleAutoSave();
+
+// ✅ Or in event handlers
+onClick={() => void onFormSubmit()}
+```
+
+---
+
+## Whitespace & Formatting
+
+### Blank Lines Between Concepts
+
+```typescript
+// ✅ Blank line after imports
+import { prisma } from '@documenso/prisma';
+
+export const findDocuments = async () => {
+  // ...
+};
+
+// ✅ Blank line between logical sections
+const user = await prisma.user.findFirst({ where: { id: userId } });
+
+let team = null;
+
+if (teamId !== undefined) {
+  team = await getTeamById({ userId, teamId });
+}
+
+// ✅ Blank line before return statements
+const result = await someOperation();
+
+return result;
+```
+
+### Function/Method Spacing
+
+```typescript
+// ✅ No blank lines between chained methods in same operation
+const documents = await prisma.document
+  .findMany({ where: { userId } })
+  .then((docs) => docs.map(maskTokens));
+
+// ✅ Blank line between different operations
+const document = await createDocument({ userId });
+
+await sendDocument({ documentId: document.id });
+
+return document;
+```
+
+### Object and Array Formatting
+
+```typescript
+// ✅ Multi-line when complex
+const options = {
+  userId,
+  teamId,
+  status: ExtendedDocumentStatus.ALL,
+  page: 1,
+};
+
+// ✅ Single line when simple
+const coords = { x: 0, y: 0 };
+
+// ✅ Array items on separate lines when objects
+const recipients = [
+  {
+    name: 'John',
+    email: 'john@example.com',
+  },
+  {
+    name: 'Jane',
+    email: 'jane@example.com',
+  },
+];
+```
+
+---
+
+## Naming Conventions
+
+### Variables
+
+```typescript
+// ✅ camelCase for variables and functions
+const documentId = 123;
+const onSubmit = () => {};
+
+// ✅ Descriptive names with auxiliary verbs for booleans
+const isLoading = false;
+const hasError = false;
+const canEdit = true;
+const shouldRender = true;
+
+// ✅ Prefix with $ for DOM elements
+const $page = document.querySelector('.page');
+const $inputRef = useRef<HTMLInputElement>(null);
+```
+
+### Types and Schemas
+
+```typescript
+// ✅ PascalCase for types
+type CreateDocumentOptions = {
+  userId: number;
+};
+
+// ✅ Prefix Zod schemas with Z
+const ZCreateDocumentSchema = z.object({
+  title: z.string(),
+});
+
+// ✅ Prefix type from Zod schema with T
+type TCreateDocumentSchema = z.infer<typeof ZCreateDocumentSchema>;
+```
+
+### Constants
+
+```typescript
+// ✅ UPPER_SNAKE_CASE for true constants
+const DEFAULT_DOCUMENT_DATE_FORMAT = 'dd/MM/yyyy';
+const MAX_FILE_SIZE = 1024 * 1024 * 5;
+
+// ✅ camelCase for const variables that aren't "constants"
+const userId = await getUserId();
+```
+
+### Functions
+
+```typescript
+// ✅ Verb-based names for functions
+const createDocument = async () => {};
+const findDocuments = async () => {};
+const updateDocument = async () => {};
+const deleteDocument = async () => {};
+
+// ✅ On prefix for event handlers
+const onSubmit = () => {};
+const onClick = () => {};
+const onFieldCopy = () => {}; // 'on' is also acceptable
+```
+
+### Clarity Over Brevity
+
+```typescript
+// ✅ Prefer descriptive names over abbreviations
+const superLongMethodThatIsCorrect = () => {};
+const recipientAuthenticationOptions = {};
+const documentMetadata = {};
+
+// ❌ Avoid abbreviations that sacrifice clarity
+const supLongMethThatIsCorrect = () => {};
+const recipAuthOpts = {};
+const docMeta = {};
+
+// ✅ Common abbreviations that are widely understood are acceptable
+const userId = 123;
+const htmlElement = document.querySelector('div');
+const apiResponse = await fetch('/api');
+```
+
+---
+
+## Pattern Matching
+
+### Using ts-pattern
+
+```typescript
+import { match } from 'ts-pattern';
+
+// ✅ Use match for complex conditionals
+const result = match(status)
+  .with(ExtendedDocumentStatus.DRAFT, () => ({
+    status: 'draft',
+  }))
+  .with(ExtendedDocumentStatus.PENDING, () => ({
+    status: 'pending',
+  }))
+  .with(ExtendedDocumentStatus.COMPLETED, () => ({
+    status: 'completed',
+  }))
+  .exhaustive();
+
+// ✅ Use .otherwise() for default case when not exhaustive
+const value = match(type)
+  .with('text', () => 'Text field')
+  .with('number', () => 'Number field')
+  .otherwise(() => 'Unknown field');
+```
+
+---
+
+## Database & Prisma
+
+### Query Structure
+
+```typescript
+// ✅ Destructure commonly used fields
+const { id, email, name } = user;
+
+// ✅ Use select to limit returned fields
+const user = await prisma.user.findFirst({
+  where: { id: userId },
+  select: {
+    id: true,
+    email: true,
+    name: true,
+  },
+});
+
+// ✅ Use include for relations
+const document = await prisma.document.findFirst({
+  where: { id: documentId },
+  include: {
+    recipients: true,
+    fields: true,
+  },
+});
+```
+
+### Transactions
+
+```typescript
+// ✅ Use transactions for related operations
+return await prisma.$transaction(async (tx) => {
+  const document = await tx.document.create({ data });
+
+  await tx.field.createMany({ data: fieldsData });
+
+  await tx.documentAuditLog.create({ data: auditData });
+
+  return document;
+});
+```
+
+### Where Clauses
+
+```typescript
+// ✅ Build complex where clauses separately
+const whereClause: Prisma.DocumentWhereInput = {
+  AND: [
+    { userId: user.id },
+    { deletedAt: null },
+    { status: { in: [DocumentStatus.DRAFT, DocumentStatus.PENDING] } },
+  ],
+};
+
+const documents = await prisma.document.findMany({
+  where: whereClause,
+});
+```
+
+---
+
+## TRPC Patterns
+
+### Router Structure
+
+```typescript
+// ✅ Destructure context and input at start
+.query(async ({ input, ctx }) => {
+  const { teamId } = ctx;
+  const { templateId } = input;
+
+  ctx.logger.info({
+    input: { templateId },
+  });
+
+  return await getTemplateById({
+    id: templateId,
+    userId: ctx.user.id,
+    teamId,
+  });
+});
+```
+
+### Request/Response Schemas
+
+```typescript
+// ✅ Name schemas clearly
+const ZCreateDocumentRequestSchema = z.object({
+  title: z.string(),
+  recipients: z.array(ZRecipientSchema),
+});
+
+const ZCreateDocumentResponseSchema = z.object({
+  documentId: z.number(),
+  status: z.string(),
+});
+```
+
+### Error Handling in TRPC
+
+```typescript
+// ✅ Catch and transform errors appropriately
+try {
+  const result = await createDocument({ userId, data });
+
+  return result;
+} catch (err) {
+  return AppError.toRestAPIError(err);
+}
+
+// ✅ Or throw AppError directly
+if (!template) {
+  throw new AppError(AppErrorCode.NOT_FOUND, {
+    message: 'Template not found',
+  });
+}
+```
+
+---
+
+## Additional Patterns
+
+### Optional Chaining
+
+```typescript
+// ✅ Use optional chaining for potentially undefined values
+const email = user?.email;
+const recipientToken = recipient?.token ?? '';
+
+// ✅ Use nullish coalescing for defaults
+const pageSize = perPage ?? 10;
+const status = documentStatus ?? DocumentStatus.DRAFT;
+```
+
+### Array Operations
+
+```typescript
+// ✅ Use functional array methods
+const activeRecipients = recipients.filter((r) => r.signingStatus === 'SIGNED');
+const recipientEmails = recipients.map((r) => r.email);
+const hasSignedRecipients = recipients.some((r) => r.signingStatus === 'SIGNED');
+
+// ✅ Use find instead of filter + [0]
+const recipient = recipients.find((r) => r.id === recipientId);
+```
+
+### Conditional Rendering
+
+```typescript
+// ✅ Use && for conditional rendering
+{isLoading && <Loader />}
+
+// ✅ Use ternary for either/or
+{isLoading ? <Loader /> : <Content />}
+
+// ✅ Extract complex conditions to variables
+const shouldShowAdvanced = isAdmin && hasPermission && !isDisabled;
+{shouldShowAdvanced && <AdvancedSettings />}
+```
+
+---
+
+## When in Doubt
+
+- **Consistency**: Follow the patterns you see in similar files
+- **Readability**: Favor code that's easy to read over clever one-liners
+- **Explicitness**: Be explicit rather than implicit
+- **Whitespace**: Use blank lines to separate logical sections
+- **Early Returns**: Use guard clauses to reduce nesting
+- **Functional**: Prefer functional patterns over imperative ones

apps/documentation/pages/developers/webhooks.mdx

@@ -22,6 +22,15 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
 - `document.completed`
 - `document.rejected`
 - `document.cancelled`
+- `document.viewed`
+- `document.recipient.completed`
+- `document.downloaded`
+- `document.reminder.sent`
+- `template.created`
+- `template.updated`
+- `template.deleted`
+- `template.used`
+- `recipient.authentication.failed`
 
 ## Create a webhook subscription
 
@@ -38,7 +47,7 @@ Clicking on the "**Create Webhook**" button opens a modal to create a new webhoo
 To create a new webhook subscription, you need to provide the following information:
 
 - Enter the webhook URL that will receive the event payload.
-- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
+- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`, `document.viewed`, `document.recipient.completed`, `document.downloaded`, `document.reminder.sent`, `template.created`, `template.updated`, `template.deleted`, `template.used`, `recipient.authentication.failed`.
 - Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.
 
 ![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
@@ -619,6 +628,591 @@ Example payload for the `document.rejected` event:
 }
 ```
 
+Example payload for the `document.viewed` event:
+
+```json
+{
+  "event": "DOCUMENT_VIEWED",
+  "payload": {
+    "id": 10,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:48:07.569Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 52,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "John Doe",
+        "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:50:26.174Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `document.recipient.completed` event:
+
+```json
+{
+  "event": "DOCUMENT_RECIPIENT_COMPLETED",
+  "payload": {
+    "id": 10,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:51:10.055Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 50,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer1@documenso.com",
+        "name": "Signer 1",
+        "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": "2024-04-22T11:51:10.055Z",
+        "authOptions": {
+          "accessAuth": null,
+          "actionAuth": null
+        },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "OPENED",
+        "signingStatus": "SIGNED",
+        "sendStatus": "SENT"
+      },
+      {
+        "id": 51,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer2@documenso.com",
+        "name": "Signer 2",
+        "token": "HkrptwS42ZBXdRKj1TyUo",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 2,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:51:10.577Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `document.downloaded` event:
+
+```json
+{
+  "event": "DOCUMENT_DOWNLOADED",
+  "payload": {
+    "id": 10,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "COMPLETED",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:52:05.708Z",
+    "completedAt": "2024-04-22T11:52:05.707Z",
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 51,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "HkrptwS42ZBXdRKj1TyUo",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": "2024-04-22T11:52:05.688Z",
+        "authOptions": {
+          "accessAuth": null,
+          "actionAuth": null
+        },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "OPENED",
+        "signingStatus": "SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:53:18.577Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `document.reminder.sent` event:
+
+```json
+{
+  "event": "DOCUMENT_REMINDER_SENT",
+  "payload": {
+    "id": 10,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:48:07.569Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 52,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T12:00:00.000Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `template.created` event:
+
+```json
+{
+  "event": "TEMPLATE_CREATED",
+  "payload": {
+    "id": 5,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "employment_contract.pdf",
+    "status": "DRAFT",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:44:43.341Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": 2,
+    "templateId": 5,
+    "source": "TEMPLATE",
+    "documentMeta": {
+      "id": "doc_meta_456",
+      "subject": "Employment Contract",
+      "message": "Please review and sign your employment contract.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 25,
+        "documentId": null,
+        "templateId": 5,
+        "email": "employee@company.com",
+        "name": "Employee",
+        "token": "TemplateToken123",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "NOT_SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:44:44.779Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `template.updated` event:
+
+```json
+{
+  "event": "TEMPLATE_UPDATED",
+  "payload": {
+    "id": 5,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "employment_contract_v2.pdf",
+    "status": "DRAFT",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T12:30:00.000Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": 2,
+    "templateId": 5,
+    "source": "TEMPLATE",
+    "documentMeta": {
+      "id": "doc_meta_456",
+      "subject": "Employment Contract - Updated",
+      "message": "Please review and sign your employment contract.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 25,
+        "documentId": null,
+        "templateId": 5,
+        "email": "employee@company.com",
+        "name": "Employee",
+        "token": "TemplateToken123",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "NOT_SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T12:30:01.000Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `template.deleted` event:
+
+```json
+{
+  "event": "TEMPLATE_DELETED",
+  "payload": {
+    "id": 5,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "employment_contract.pdf",
+    "status": "DRAFT",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:44:43.341Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": 2,
+    "templateId": 5,
+    "source": "TEMPLATE",
+    "documentMeta": {
+      "id": "doc_meta_456",
+      "subject": "Employment Contract",
+      "message": "Please review and sign your employment contract.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 25,
+        "documentId": null,
+        "templateId": 5,
+        "email": "employee@company.com",
+        "name": "Employee",
+        "token": "TemplateToken123",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "NOT_SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T13:00:00.000Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `template.used` event:
+
+```json
+{
+  "event": "TEMPLATE_USED",
+  "payload": {
+    "id": 15,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "employment_contract.pdf",
+    "status": "DRAFT",
+    "documentDataId": "new_doc_data_123",
+    "createdAt": "2024-04-22T14:00:00.000Z",
+    "updatedAt": "2024-04-22T14:00:00.000Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": 2,
+    "templateId": 5,
+    "source": "TEMPLATE",
+    "documentMeta": {
+      "id": "doc_meta_789",
+      "subject": "Employment Contract",
+      "message": "Please review and sign your employment contract.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 60,
+        "documentId": 15,
+        "templateId": 5,
+        "email": "newemployee@company.com",
+        "name": "New Employee",
+        "token": "DocToken456",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": null,
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "NOT_SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T14:00:01.000Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
+Example payload for the `recipient.authentication.failed` event:
+
+```json
+{
+  "event": "RECIPIENT_AUTHENTICATION_FAILED",
+  "payload": {
+    "id": 10,
+    "externalId": null,
+    "userId": 1,
+    "authOptions": null,
+    "formValues": null,
+    "visibility": "EVERYONE",
+    "title": "documenso.pdf",
+    "status": "PENDING",
+    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
+    "createdAt": "2024-04-22T11:44:43.341Z",
+    "updatedAt": "2024-04-22T11:48:07.569Z",
+    "completedAt": null,
+    "deletedAt": null,
+    "teamId": null,
+    "templateId": null,
+    "source": "DOCUMENT",
+    "documentMeta": {
+      "id": "doc_meta_123",
+      "subject": "Please sign this document",
+      "message": "Hello, please review and sign this document.",
+      "timezone": "UTC",
+      "password": null,
+      "dateFormat": "MM/DD/YYYY",
+      "redirectUrl": null,
+      "signingOrder": "PARALLEL",
+      "typedSignatureEnabled": true,
+      "language": "en",
+      "distributionMethod": "EMAIL",
+      "emailSettings": null
+    },
+    "Recipient": [
+      {
+        "id": 52,
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@documenso.com",
+        "name": "Signer",
+        "token": "vbT8hi3jKQmrFP_LN1WcS",
+        "documentDeletedAt": null,
+        "expired": null,
+        "signedAt": null,
+        "authOptions": {
+          "accessAuth": "TWO_FACTOR_AUTH",
+          "actionAuth": null
+        },
+        "signingOrder": 1,
+        "rejectionReason": null,
+        "role": "SIGNER",
+        "readStatus": "NOT_OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:49:00.000Z",
+  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
+}
+```
+
 ## Webhook Events Testing
 
 You can trigger test webhook events to test the webhook functionality. To trigger a test webhook, navigate to the [Webhooks page](/developers/webhooks) and click on the "Test Webhook" button.

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

@@ -0,0 +1,218 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { OrganisationMemberRole } from '@prisma/client';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { match } from 'ts-pattern';
+import { z } from 'zod';
+
+import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
+import { trpc } from '@documenso/trpc/react';
+import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type AdminOrganisationMemberUpdateDialogProps = {
+  trigger?: React.ReactNode;
+  organisationId: string;
+  organisationMember: TGetAdminOrganisationResponse['members'][number];
+  isOwner: boolean;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZUpdateOrganisationMemberFormSchema = z.object({
+  role: z.enum(['OWNER', 'ADMIN', 'MANAGER', 'MEMBER']),
+});
+
+type ZUpdateOrganisationMemberSchema = z.infer<typeof ZUpdateOrganisationMemberFormSchema>;
+
+export const AdminOrganisationMemberUpdateDialog = ({
+  trigger,
+  organisationId,
+  organisationMember,
+  isOwner,
+  ...props
+}: AdminOrganisationMemberUpdateDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+
+  // Determine the current role value for the form
+  const currentRoleValue = isOwner
+    ? 'OWNER'
+    : getHighestOrganisationRoleInGroup(
+        organisationMember.organisationGroupMembers.map((ogm) => ogm.group),
+      );
+  const organisationMemberName = organisationMember.user.name ?? organisationMember.user.email;
+
+  const form = useForm<ZUpdateOrganisationMemberSchema>({
+    resolver: zodResolver(ZUpdateOrganisationMemberFormSchema),
+    defaultValues: {
+      role: currentRoleValue,
+    },
+  });
+
+  const { mutateAsync: updateOrganisationMemberRole } =
+    trpc.admin.organisationMember.updateRole.useMutation();
+
+  const onFormSubmit = async ({ role }: ZUpdateOrganisationMemberSchema) => {
+    try {
+      await updateOrganisationMemberRole({
+        organisationId,
+        userId: organisationMember.userId,
+        role,
+      });
+
+      const roleLabel = match(role)
+        .with('OWNER', () => t`Owner`)
+        .with(OrganisationMemberRole.ADMIN, () => t`Admin`)
+        .with(OrganisationMemberRole.MANAGER, () => t`Manager`)
+        .with(OrganisationMemberRole.MEMBER, () => t`Member`)
+        .exhaustive();
+
+      toast({
+        title: t`Success`,
+        description:
+          role === 'OWNER'
+            ? t`Ownership transferred to ${organisationMemberName}.`
+            : t`Updated ${organisationMemberName} to ${roleLabel}.`,
+        duration: 5000,
+      });
+
+      setOpen(false);
+
+      // Refresh the page to show updated data
+      await navigate(0);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: t`An unknown error occurred`,
+        description: t`We encountered an unknown error while attempting to update this organisation member. Please try again later.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      return;
+    }
+
+    form.reset({
+      role: currentRoleValue,
+    });
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open, currentRoleValue, form]);
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button variant="secondary">
+            <Trans>Update role</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Update organisation member</Trans>
+          </DialogTitle>
+
+          <DialogDescription className="mt-4">
+            <Trans>
+              You are currently updating{' '}
+              <span className="font-bold">{organisationMemberName}.</span>
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
+              <FormField
+                control={form.control}
+                name="role"
+                render={({ field }) => (
+                  <FormItem className="w-full">
+                    <FormLabel required>
+                      <Trans>Role</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange}>
+                        <SelectTrigger className="text-muted-foreground">
+                          <SelectValue />
+                        </SelectTrigger>
+
+                        <SelectContent className="w-full" position="popper">
+                          <SelectItem value="OWNER">
+                            <Trans>Owner</Trans>
+                          </SelectItem>
+                          <SelectItem value={OrganisationMemberRole.ADMIN}>
+                            <Trans>Admin</Trans>
+                          </SelectItem>
+                          <SelectItem value={OrganisationMemberRole.MANAGER}>
+                            <Trans>Manager</Trans>
+                          </SelectItem>
+                          <SelectItem value={OrganisationMemberRole.MEMBER}>
+                            <Trans>Member</Trans>
+                          </SelectItem>
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <DialogFooter className="mt-4">
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Update</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -89,7 +89,10 @@ export const DirectTemplatePageView = ({
     setStep('sign');
   };
 
-  const onSignDirectTemplateSubmit = async (fields: DirectTemplateLocalField[]) => {
+  const onSignDirectTemplateSubmit = async (
+    fields: DirectTemplateLocalField[],
+    nextSigner?: { name: string; email: string },
+  ) => {
     try {
       let directTemplateExternalId = searchParams?.get('externalId') || undefined;
 
@@ -98,6 +101,7 @@ export const DirectTemplatePageView = ({
       }
 
       const { token } = await createDocumentFromDirectTemplate({
+        nextSigner,
         directTemplateToken,
         directTemplateExternalId,
         directRecipientName: fullName,

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

@@ -55,10 +55,13 @@ import { DocumentSigningRecipientProvider } from '../document-signing/document-s
 
 export type DirectTemplateSigningFormProps = {
   flowStep: DocumentFlowStep;
-  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
+  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'>;
   directRecipientFields: Field[];
   template: Omit<TTemplate, 'user'>;
-  onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
+  onSubmit: (
+    _data: DirectTemplateLocalField[],
+    _nextSigner?: { name: string; email: string },
+  ) => Promise<void>;
 };
 
 export type DirectTemplateLocalField = Field & {
@@ -149,7 +152,7 @@ export const DirectTemplateSigningForm = ({
     validateFieldsInserted(fieldsRequiringValidation);
   };
 
-  const handleSubmit = async () => {
+  const handleSubmit = async (nextSigner?: { name: string; email: string }) => {
     setValidateUninsertedFields(true);
 
     const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
@@ -161,7 +164,7 @@ export const DirectTemplateSigningForm = ({
     setIsSubmitting(true);
 
     try {
-      await onSubmit(localFields);
+      await onSubmit(localFields, nextSigner);
     } catch {
       setIsSubmitting(false);
     }
@@ -218,6 +221,30 @@ export const DirectTemplateSigningForm = ({
     setLocalFields(updatedFields);
   }, []);
 
+  const nextRecipient = useMemo(() => {
+    if (
+      !template.templateMeta?.signingOrder ||
+      template.templateMeta.signingOrder !== 'SEQUENTIAL' ||
+      !template.templateMeta.allowDictateNextSigner
+    ) {
+      return undefined;
+    }
+
+    const sortedRecipients = template.recipients.sort((a, b) => {
+      // Sort by signingOrder first (nulls last), then by id
+      if (a.signingOrder === null && b.signingOrder === null) return a.id - b.id;
+      if (a.signingOrder === null) return 1;
+      if (b.signingOrder === null) return -1;
+      if (a.signingOrder === b.signingOrder) return a.id - b.id;
+      return a.signingOrder - b.signingOrder;
+    });
+
+    const currentIndex = sortedRecipients.findIndex((r) => r.id === directRecipient.id);
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : undefined;
+  }, [template.templateMeta?.signingOrder, template.recipients, directRecipient.id]);
+
   return (
     <DocumentSigningRecipientProvider recipient={directRecipient}>
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
@@ -417,11 +444,15 @@ export const DirectTemplateSigningForm = ({
 
           <DocumentSigningCompleteDialog
             isSubmitting={isSubmitting}
-            onSignatureComplete={async () => handleSubmit()}
+            onSignatureComplete={async (nextSigner) => handleSubmit(nextSigner)}
             documentTitle={template.title}
             fields={localFields}
             fieldsValidated={fieldsValidated}
             recipient={directRecipient}
+            allowDictateNextSigner={nextRecipient && template.templateMeta?.allowDictateNextSigner}
+            defaultNextSigner={
+              nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
+            }
           />
         </div>
       </DocumentFlowFormContainerFooter>

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

@@ -9,7 +9,7 @@ import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentSigningAuthPageViewProps = {
-  email: string;
+  email?: string;
   emailHasAccount?: boolean;
 };
 
@@ -22,12 +22,18 @@ export const DocumentSigningAuthPageView = ({
 
   const [isSigningOut, setIsSigningOut] = useState(false);
 
-  const handleChangeAccount = async (email: string) => {
+  const handleChangeAccount = async (email?: string) => {
     try {
       setIsSigningOut(true);
 
+      let redirectPath = '/signin';
+
+      if (email) {
+        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
+      }
+
       await authClient.signOut({
-        redirectPath: emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`,
+        redirectPath,
       });
     } catch {
       toast({
@@ -49,9 +55,13 @@ export const DocumentSigningAuthPageView = ({
         </h1>
 
         <p className="text-muted-foreground mt-2 text-sm">
-          <Trans>
-            You need to be logged in as <strong>{email}</strong> to view this page.
-          </Trans>
+          {email ? (
+            <Trans>
+              You need to be logged in as <strong>{email}</strong> to view this page.
+            </Trans>
+          ) : (
+            <Trans>You need to be logged in to view this page.</Trans>
+          )}
         </p>
 
         <Button

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

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

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

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

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

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

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

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

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

@@ -34,6 +34,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { SettingsHeader } from '~/components/general/settings-header';
 
@@ -71,23 +72,6 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
       },
     });
 
-  const { mutateAsync: promoteToOwner, isPending: isPromotingToOwner } =
-    trpc.admin.organisationMember.promoteToOwner.useMutation({
-      onSuccess: () => {
-        toast({
-          title: t`Success`,
-          description: t`Member promoted to owner successfully`,
-        });
-      },
-      onError: () => {
-        toast({
-          title: t`Error`,
-          description: t`We couldn't promote the member to owner. Please try again.`,
-          variant: 'destructive',
-        });
-      },
-    });
-
   const teamsColumns = useMemo(() => {
     return [
       {
@@ -120,23 +104,24 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
       },
       {
         header: t`Actions`,
-        cell: ({ row }) => (
-          <div className="flex justify-end space-x-2">
-            <Button
-              variant="outline"
-              disabled={row.original.userId === organisation?.ownerUserId}
-              loading={isPromotingToOwner}
-              onClick={async () =>
-                promoteToOwner({
-                  organisationId,
-                  userId: row.original.userId,
-                })
-              }
-            >
-              <Trans>Promote to owner</Trans>
-            </Button>
-          </div>
-        ),
+        cell: ({ row }) => {
+          const isOwner = row.original.userId === organisation?.ownerUserId;
+
+          return (
+            <div className="flex justify-end space-x-2">
+              <AdminOrganisationMemberUpdateDialog
+                trigger={
+                  <Button variant="outline">
+                    <Trans>Update role</Trans>
+                  </Button>
+                }
+                organisationId={organisationId}
+                organisationMember={row.original}
+                isOwner={isOwner}
+              />
+            </div>
+          );
+        },
       },
     ] satisfies DataTableColumnDef<TGetAdminOrganisationResponse['members'][number]>[];
   }, [organisation]);

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

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

packages/app-tests/e2e/admin/organisations/update-organisation-member-role.spec.ts

@@ -68,15 +68,29 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
   // Test promoting a MEMBER to owner
   const memberRow = page.getByRole('row', { name: memberUser.email });
 
-  // Find and click the "Promote to owner" button for the member
-  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
-  await expect(promoteButton).toBeVisible();
-  await expect(promoteButton).not.toBeDisabled();
+  // Find and click the "Update role" button for the member
+  const updateRoleButton = memberRow.getByRole('button', {
+    name: 'Update role',
+  });
+  await expect(updateRoleButton).toBeVisible();
+  await expect(updateRoleButton).not.toBeDisabled();
 
-  await promoteButton.click();
+  await updateRoleButton.click();
 
-  // Verify success toast appears
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Reload the page to see the changes
   await page.reload();
@@ -89,12 +103,18 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
   const previousOwnerRow = page.getByRole('row', { name: ownerUser.email });
   await expect(previousOwnerRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
 
-  // Verify that the promote button is now disabled for the new owner
-  const newOwnerPromoteButton = newOwnerRow.getByRole('button', { name: 'Promote to owner' });
-  await expect(newOwnerPromoteButton).toBeDisabled();
+  // Verify that the Update role button exists for the new owner and shows Owner as current role
+  const newOwnerUpdateButton = newOwnerRow.getByRole('button', {
+    name: 'Update role',
+  });
+  await expect(newOwnerUpdateButton).toBeVisible();
 
-  // Test that we can't promote the current owner (button should be disabled)
-  await expect(newOwnerPromoteButton).toHaveAttribute('disabled');
+  // Verify clicking it shows the dialog with Owner already selected
+  await newOwnerUpdateButton.click();
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Close the dialog without making changes
+  await page.getByRole('button', { name: 'Cancel' }).click();
 });
 
 test('[ADMIN]: promote manager to owner', async ({ page }) => {
@@ -130,10 +150,26 @@ test('[ADMIN]: promote manager to owner', async ({ page }) => {
 
   // Promote the manager to owner
   const managerRow = page.getByRole('row', { name: managerUser.email });
-  const promoteButton = managerRow.getByRole('button', { name: 'Promote to owner' });
+  const updateRoleButton = managerRow.getByRole('button', {
+    name: 'Update role',
+  });
 
-  await promoteButton.click();
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();
+  await updateRoleButton.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Reload and verify the change
   await page.reload();
@@ -173,14 +209,27 @@ test('[ADMIN]: promote admin member to owner', async ({ page }) => {
 
   // Promote the admin member to owner
   const adminMemberRow = page.getByRole('row', { name: adminMemberUser.email });
-  const promoteButton = adminMemberRow.getByRole('button', { name: 'Promote to owner' });
-
-  await promoteButton.click();
-
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
+  const updateRoleButton = adminMemberRow.getByRole('button', {
+    name: 'Update role',
   });
 
+  await updateRoleButton.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
+
   // Reload and verify the change
   await page.reload();
   await expect(adminMemberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
@@ -249,11 +298,25 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
   await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
 
   // Promote member to owner
-  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
-  await promoteButton.click();
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
+  const updateRoleButton = memberRow.getByRole('button', {
+    name: 'Update role',
   });
+  await updateRoleButton.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Reload page to see updated state
   await page.reload();
@@ -262,9 +325,11 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
   memberRow = page.getByRole('row', { name: memberUser.email });
   await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
 
-  // Verify the promote button is now disabled for the new owner
-  const newOwnerPromoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
-  await expect(newOwnerPromoteButton).toBeDisabled();
+  // Verify the Update role button exists and shows Owner as current role
+  const newOwnerUpdateButton = memberRow.getByRole('button', {
+    name: 'Update role',
+  });
+  await expect(newOwnerUpdateButton).toBeVisible();
 
   // Sign in as the newly promoted user to verify they have owner permissions
   await apiSignin({
@@ -336,28 +401,56 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {
 
   // First promotion: Member 1 becomes owner
   let member1Row = page.getByRole('row', { name: member1User.email });
-  let promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
-  await promoteButton1.click();
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
+  let updateRoleButton1 = member1Row.getByRole('button', {
+    name: 'Update role',
   });
+  await updateRoleButton1.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   await page.reload();
 
-  // Verify Member 1 is now owner and button is disabled
+  // Verify Member 1 is now owner
   member1Row = page.getByRole('row', { name: member1User.email });
   await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
-  promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
-  await expect(promoteButton1).toBeDisabled();
+  updateRoleButton1 = member1Row.getByRole('button', { name: 'Update role' });
+  await expect(updateRoleButton1).toBeVisible();
 
   // Second promotion: Member 2 becomes the new owner
   const member2Row = page.getByRole('row', { name: member2User.email });
-  const promoteButton2 = member2Row.getByRole('button', { name: 'Promote to owner' });
-  await expect(promoteButton2).not.toBeDisabled();
-  await promoteButton2.click();
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
+  const updateRoleButton2 = member2Row.getByRole('button', {
+    name: 'Update role',
   });
+  await expect(updateRoleButton2).toBeVisible();
+  await updateRoleButton2.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   await page.reload();
 
@@ -365,9 +458,11 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {
   await expect(member2Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
   await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
 
-  // Verify Member 1's promote button is now enabled again
-  const newPromoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
-  await expect(newPromoteButton1).not.toBeDisabled();
+  // Verify Member 1's Update role button is still visible
+  const newUpdateButton1 = member1Row.getByRole('button', {
+    name: 'Update role',
+  });
+  await expect(newUpdateButton1).toBeVisible();
 });
 
 test('[ADMIN]: verify organisation access after ownership change', async ({ page }) => {
@@ -402,11 +497,25 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
   });
 
   const memberRow = page.getByRole('row', { name: memberUser.email });
-  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
-  await promoteButton.click();
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
+  const updateRoleButton = memberRow.getByRole('button', {
+    name: 'Update role',
   });
+  await updateRoleButton.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Test that the new owner can access organisation settings
   await apiSignin({

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

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

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

@@ -97,7 +97,9 @@ export const completeDocumentWithToken = async ({
   }
 
   if (envelope.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL) {
-    const isRecipientsTurn = await getIsRecipientsTurnToSign({ token: recipient.token });
+    const isRecipientsTurn = await getIsRecipientsTurnToSign({
+      token: recipient.token,
+    });
 
     if (!isRecipientsTurn) {
       throw new Error(
@@ -151,6 +153,18 @@ export const completeDocumentWithToken = async ({
         }),
       });
 
+      const envelopeForFailure = await prisma.envelope.findUniqueOrThrow({
+        where: { id: envelope.id },
+        include: { documentMeta: true, recipients: true },
+      });
+
+      await triggerWebhook({
+        event: WebhookTriggerEvents.RECIPIENT_AUTHENTICATION_FAILED,
+        data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelopeForFailure)),
+        userId: envelope.userId,
+        teamId: envelope.teamId,
+      });
+
       throw new AppError(AppErrorCode.TWO_FACTOR_AUTH_FAILED, {
         message: 'Invalid 2FA authentication',
       });
@@ -205,6 +219,18 @@ export const completeDocumentWithToken = async ({
     });
   });
 
+  const envelopeWithRelations = await prisma.envelope.findUniqueOrThrow({
+    where: { id: envelope.id },
+    include: { documentMeta: true, recipients: true },
+  });
+
+  await triggerWebhook({
+    event: WebhookTriggerEvents.DOCUMENT_RECIPIENT_COMPLETED,
+    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelopeWithRelations)),
+    userId: envelope.userId,
+    teamId: envelope.teamId,
+  });
+
   await jobs.triggerJob({
     name: 'send.recipient.signed.email',
     payload: {

packages/lib/server-only/document/get-stats.ts

@@ -1,7 +1,5 @@
-import { EnvelopeType, TeamMemberRole } from '@prisma/client';
 import type { Prisma, User } from '@prisma/client';
-import { SigningStatus } from '@prisma/client';
-import { DocumentVisibility } from '@prisma/client';
+import { DocumentVisibility, EnvelopeType, SigningStatus, TeamMemberRole } from '@prisma/client';
 import { DateTime } from 'luxon';
 import { match } from 'ts-pattern';
 
@@ -215,13 +213,14 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
     ],
   };
 
+  const rootPageFilter = folderId === undefined ? { folderId: null } : {};
+
   let ownerCountsWhereInput: Prisma.EnvelopeWhereInput = {
     type: EnvelopeType.DOCUMENT,
     userId: userIdWhereClause,
     createdAt,
     teamId,
     deletedAt: null,
-    folderId,
   };
 
   let notSignedCountsGroupByArgs = null;
@@ -265,8 +264,16 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
 
   ownerCountsWhereInput = {
     ...ownerCountsWhereInput,
-    ...visibilityFiltersWhereInput,
-    ...searchFilter,
+    AND: [
+      ...(Array.isArray(visibilityFiltersWhereInput.AND)
+        ? visibilityFiltersWhereInput.AND
+        : visibilityFiltersWhereInput.AND
+          ? [visibilityFiltersWhereInput.AND]
+          : []),
+      searchFilter,
+      rootPageFilter,
+      folderId ? { folderId } : {},
+    ],
   };
 
   if (teamEmail) {
@@ -285,6 +292,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
         },
       ],
       deletedAt: null,
+      AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
     };
 
     notSignedCountsGroupByArgs = {
@@ -296,7 +304,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
         type: EnvelopeType.DOCUMENT,
         userId: userIdWhereClause,
         createdAt,
-        folderId,
         status: ExtendedDocumentStatus.PENDING,
         recipients: {
           some: {
@@ -306,6 +313,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
           },
         },
         deletedAt: null,
+        AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
       },
     } satisfies Prisma.EnvelopeGroupByArgs;
 
@@ -318,7 +326,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
         type: EnvelopeType.DOCUMENT,
         userId: userIdWhereClause,
         createdAt,
-        folderId,
         OR: [
           {
             status: ExtendedDocumentStatus.PENDING,
@@ -342,6 +349,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
             },
           },
         ],
+        AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
       },
     } satisfies Prisma.EnvelopeGroupByArgs;
   }

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

@@ -7,6 +7,7 @@ import {
   OrganisationType,
   RecipientRole,
   SigningStatus,
+  WebhookTriggerEvents,
 } from '@prisma/client';
 
 import { mailer } from '@documenso/email/mailer';
@@ -24,11 +25,16 @@ import { prisma } from '@documenso/prisma';
 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
+import {
+  ZWebhookDocumentSchema,
+  mapEnvelopeToWebhookDocumentPayload,
+} from '../../types/webhook-payload';
 import { isDocumentCompleted } from '../../utils/document';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
+import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
 export type ResendDocumentOptions = {
   id: EnvelopeIdOptions;
@@ -230,4 +236,11 @@ export const resendDocument = async ({
       );
     }),
   );
+
+  await triggerWebhook({
+    event: WebhookTriggerEvents.DOCUMENT_REMINDER_SENT,
+    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelope)),
+    userId: envelope.userId,
+    teamId: envelope.teamId,
+  });
 };

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

@@ -1,5 +1,4 @@
-import { EnvelopeType, ReadStatus, SendStatus } from '@prisma/client';
-import { WebhookTriggerEvents } from '@prisma/client';
+import { EnvelopeType, ReadStatus, SendStatus, WebhookTriggerEvents } from '@prisma/client';
 
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@@ -66,6 +65,13 @@ export const viewedDocument = async ({
     }),
   });
 
+  await triggerWebhook({
+    event: WebhookTriggerEvents.DOCUMENT_VIEWED,
+    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelope)),
+    userId: envelope.userId,
+    teamId: envelope.teamId,
+  });
+
   // Early return if already opened.
   if (recipient.readStatus === ReadStatus.OPENED) {
     return;

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

@@ -386,6 +386,13 @@ export const createEnvelope = async ({
         userId,
         teamId,
       });
+    } else if (type === EnvelopeType.TEMPLATE) {
+      await triggerWebhook({
+        event: WebhookTriggerEvents.TEMPLATE_CREATED,
+        data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(createdEnvelope)),
+        userId,
+        teamId,
+      });
     }
 
     return createdEnvelope;

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

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

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

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

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

@@ -1,6 +1,5 @@
 import type { DocumentMeta, DocumentVisibility, Prisma, TemplateType } from '@prisma/client';
-import { EnvelopeType, FolderType } from '@prisma/client';
-import { DocumentStatus } from '@prisma/client';
+import { DocumentStatus, EnvelopeType, FolderType, WebhookTriggerEvents } from '@prisma/client';
 import { isDeepEqual } from 'remeda';
 
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
@@ -12,9 +11,14 @@ import { prisma } from '@documenso/prisma';
 import { TEAM_DOCUMENT_VISIBILITY_MAP } from '../../constants/teams';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
+import {
+  ZWebhookDocumentSchema,
+  mapEnvelopeToWebhookDocumentPayload,
+} from '../../types/webhook-payload';
 import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { buildTeamWhereQuery, canAccessTeamDocument } from '../../utils/teams';
+import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 import { getEnvelopeWhereInput } from './get-envelope-by-id';
 
 export type UpdateEnvelopeOptions = {
@@ -339,6 +343,22 @@ export const updateEnvelope = async ({
       });
     }
 
+    if (envelope.type === EnvelopeType.TEMPLATE) {
+      const envelopeWithRelations = await tx.envelope.findUniqueOrThrow({
+        where: { id: updatedEnvelope.id },
+        include: { documentMeta: true, recipients: true },
+      });
+
+      void triggerWebhook({
+        event: WebhookTriggerEvents.TEMPLATE_UPDATED,
+        data: ZWebhookDocumentSchema.parse(
+          mapEnvelopeToWebhookDocumentPayload(envelopeWithRelations),
+        ),
+        userId,
+        teamId,
+      });
+    }
+
     return updatedEnvelope;
   });
 };

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

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

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

@@ -725,6 +725,13 @@ export const createDocumentFromTemplate = async ({
       teamId,
     });
 
+    await triggerWebhook({
+      event: WebhookTriggerEvents.TEMPLATE_USED,
+      data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(createdEnvelope)),
+      userId,
+      teamId,
+    });
+
     return envelope;
   });
 };

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

@@ -1,9 +1,14 @@
-import { EnvelopeType } from '@prisma/client';
+import { EnvelopeType, WebhookTriggerEvents } from '@prisma/client';
 
 import { prisma } from '@documenso/prisma';
 
+import {
+  ZWebhookDocumentSchema,
+  mapEnvelopeToWebhookDocumentPayload,
+} from '../../types/webhook-payload';
 import { type EnvelopeIdOptions } from '../../utils/envelope';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
+import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
 export type DeleteTemplateOptions = {
   id: EnvelopeIdOptions;
@@ -19,6 +24,18 @@ export const deleteTemplate = async ({ id, userId, teamId }: DeleteTemplateOptio
     teamId,
   });
 
+  const templateToDelete = await prisma.envelope.findUniqueOrThrow({
+    where: envelopeWhereInput,
+    include: { documentMeta: true, recipients: true },
+  });
+
+  await triggerWebhook({
+    event: WebhookTriggerEvents.TEMPLATE_DELETED,
+    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(templateToDelete)),
+    userId,
+    teamId,
+  });
+
   return await prisma.envelope.delete({
     where: envelopeWhereInput,
   });

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

@@ -480,5 +480,198 @@ export const generateSampleWebhookPayload = (
     };
   }
 
+  if (event === WebhookTriggerEvents.DOCUMENT_VIEWED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        status: DocumentStatus.PENDING,
+        recipients: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.OPENED,
+          },
+        ],
+        Recipient: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.OPENED,
+          },
+        ],
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.DOCUMENT_RECIPIENT_COMPLETED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        status: DocumentStatus.PENDING,
+        recipients: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.OPENED,
+            signingStatus: SigningStatus.SIGNED,
+            signedAt: now,
+          },
+        ],
+        Recipient: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.OPENED,
+            signingStatus: SigningStatus.SIGNED,
+            signedAt: now,
+          },
+        ],
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.DOCUMENT_DOWNLOADED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        status: DocumentStatus.COMPLETED,
+        completedAt: now,
+        recipients: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.OPENED,
+            signingStatus: SigningStatus.SIGNED,
+            signedAt: now,
+          },
+        ],
+        Recipient: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.OPENED,
+            signingStatus: SigningStatus.SIGNED,
+            signedAt: now,
+          },
+        ],
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.DOCUMENT_REMINDER_SENT) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        status: DocumentStatus.PENDING,
+        recipients: [
+          {
+            ...basePayload.recipients[0],
+            sendStatus: SendStatus.SENT,
+            signingStatus: SigningStatus.NOT_SIGNED,
+          },
+        ],
+        Recipient: [
+          {
+            ...basePayload.recipients[0],
+            sendStatus: SendStatus.SENT,
+            signingStatus: SigningStatus.NOT_SIGNED,
+          },
+        ],
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.RECIPIENT_AUTHENTICATION_FAILED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        status: DocumentStatus.PENDING,
+        recipients: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.NOT_OPENED,
+            signingStatus: SigningStatus.NOT_SIGNED,
+          },
+        ],
+        Recipient: [
+          {
+            ...basePayload.recipients[0],
+            readStatus: ReadStatus.NOT_OPENED,
+            signingStatus: SigningStatus.NOT_SIGNED,
+          },
+        ],
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.TEMPLATE_CREATED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        title: 'My Template',
+        status: DocumentStatus.DRAFT,
+        templateId: 10,
+        source: DocumentSource.TEMPLATE,
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.TEMPLATE_UPDATED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        title: 'My Updated Template',
+        status: DocumentStatus.DRAFT,
+        templateId: 10,
+        source: DocumentSource.TEMPLATE,
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.TEMPLATE_DELETED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        title: 'Deleted Template',
+        status: DocumentStatus.DRAFT,
+        templateId: 10,
+        source: DocumentSource.TEMPLATE,
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
+  if (event === WebhookTriggerEvents.TEMPLATE_USED) {
+    return {
+      event,
+      payload: {
+        ...basePayload,
+        title: 'Document from Template',
+        status: DocumentStatus.DRAFT,
+        templateId: 10,
+        source: DocumentSource.TEMPLATE,
+      },
+      createdAt: now.toISOString(),
+      webhookEndpoint: webhookUrl,
+    };
+  }
+
   throw new Error(`Unsupported event type: ${event}`);
 };

packages/prisma/migrations/20251101000330_add_new_webhook_events/migration.sql

@@ -0,0 +1,17 @@
+-- AlterEnum
+-- This migration adds more than one value to an enum.
+-- With PostgreSQL versions 11 and earlier, this is not possible
+-- in a single migration. This can be worked around by creating
+-- multiple migrations, each migration adding only one value to
+-- the enum.
+
+
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_VIEWED';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_RECIPIENT_COMPLETED';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_DOWNLOADED';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_REMINDER_SENT';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_CREATED';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_UPDATED';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_DELETED';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_USED';
+ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'RECIPIENT_AUTHENTICATION_FAILED';

packages/prisma/schema.prisma

@@ -172,6 +172,15 @@ enum WebhookTriggerEvents {
   DOCUMENT_COMPLETED
   DOCUMENT_REJECTED
   DOCUMENT_CANCELLED
+  DOCUMENT_VIEWED
+  DOCUMENT_RECIPIENT_COMPLETED
+  DOCUMENT_DOWNLOADED
+  DOCUMENT_REMINDER_SENT
+  TEMPLATE_CREATED
+  TEMPLATE_UPDATED
+  TEMPLATE_DELETED
+  TEMPLATE_USED
+  RECIPIENT_AUTHENTICATION_FAILED
 }
 
 model Webhook {

packages/prisma/seed/templates.ts

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

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

@@ -39,6 +39,11 @@ export const getAdminOrganisation = async ({ organisationId }: GetOrganisationOp
       teams: true,
       members: {
         include: {
+          organisationGroupMembers: {
+            include: {
+              group: true,
+            },
+          },
           user: {
             select: {
               id: true,

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

@@ -3,6 +3,8 @@ import { z } from 'zod';
 import { ZOrganisationSchema } from '@documenso/lib/types/organisation';
 import OrganisationClaimSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationClaimSchema';
 import OrganisationGlobalSettingsSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGlobalSettingsSchema';
+import OrganisationGroupMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupMemberSchema';
+import OrganisationGroupSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupSchema';
 import OrganisationMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberSchema';
 import SubscriptionSchema from '@documenso/prisma/generated/zod/modelSchema/SubscriptionSchema';
 import TeamSchema from '@documenso/prisma/generated/zod/modelSchema/TeamSchema';
@@ -30,6 +32,18 @@ export const ZGetAdminOrganisationResponseSchema = ZOrganisationSchema.extend({
       email: true,
       name: true,
     }),
+    organisationGroupMembers: z.array(
+      OrganisationGroupMemberSchema.pick({
+        id: true,
+        groupId: true,
+      }).extend({
+        group: OrganisationGroupSchema.pick({
+          id: true,
+          type: true,
+          organisationRole: true,
+        }),
+      }),
+    ),
   }).array(),
   subscription: SubscriptionSchema.nullable(),
   organisationClaim: OrganisationClaimSchema,

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

@@ -17,6 +17,7 @@ import { promoteMemberToOwnerRoute } from './promote-member-to-owner';
 import { resealDocumentRoute } from './reseal-document';
 import { resetTwoFactorRoute } from './reset-two-factor-authentication';
 import { updateAdminOrganisationRoute } from './update-admin-organisation';
+import { updateOrganisationMemberRoleRoute } from './update-organisation-member-role';
 import { updateRecipientRoute } from './update-recipient';
 import { updateSiteSettingRoute } from './update-site-setting';
 import { updateSubscriptionClaimRoute } from './update-subscription-claim';
@@ -31,6 +32,7 @@ export const adminRouter = router({
   },
   organisationMember: {
     promoteToOwner: promoteMemberToOwnerRoute,
+    updateRole: updateOrganisationMemberRoleRoute,
   },
   claims: {
     find: findSubscriptionClaimsRoute,

packages/trpc/server/admin-router/update-organisation-member-role.ts

@@ -0,0 +1,220 @@
+import { OrganisationGroupType, OrganisationMemberRole } from '@prisma/client';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { generateDatabaseId } from '@documenso/lib/universal/id';
+import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
+import { prisma } from '@documenso/prisma';
+
+import { adminProcedure } from '../trpc';
+import {
+  ZUpdateOrganisationMemberRoleRequestSchema,
+  ZUpdateOrganisationMemberRoleResponseSchema,
+} from './update-organisation-member-role.types';
+
+/**
+ * Admin mutation to update organisation member role or transfer ownership.
+ *
+ * This mutation handles two scenarios:
+ * 1. When role='OWNER': Transfers organisation ownership and promotes to ADMIN
+ * 2. When role=ADMIN/MANAGER/MEMBER: Updates group membership
+ *
+ * Admin privileges bypass normal hierarchy restrictions.
+ */
+export const updateOrganisationMemberRoleRoute = adminProcedure
+  .input(ZUpdateOrganisationMemberRoleRequestSchema)
+  .output(ZUpdateOrganisationMemberRoleResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    const { organisationId, userId, role } = input;
+
+    ctx.logger.info({
+      input: {
+        organisationId,
+        userId,
+        role,
+      },
+    });
+
+    const organisation = await prisma.organisation.findUnique({
+      where: {
+        id: organisationId,
+      },
+      include: {
+        groups: {
+          where: {
+            type: OrganisationGroupType.INTERNAL_ORGANISATION,
+          },
+        },
+        members: {
+          where: {
+            userId,
+          },
+          include: {
+            organisationGroupMembers: {
+              include: {
+                group: true,
+              },
+            },
+          },
+        },
+      },
+    });
+
+    if (!organisation) {
+      throw new AppError(AppErrorCode.NOT_FOUND, {
+        message: 'Organisation not found',
+      });
+    }
+
+    const [member] = organisation.members;
+
+    if (!member) {
+      throw new AppError(AppErrorCode.NOT_FOUND, {
+        message: 'User is not a member of this organisation',
+      });
+    }
+
+    const currentOrganisationRole = getHighestOrganisationRoleInGroup(
+      member.organisationGroupMembers.flatMap((member) => member.group),
+    );
+
+    if (role === 'OWNER') {
+      if (organisation.ownerUserId === userId) {
+        throw new AppError(AppErrorCode.INVALID_REQUEST, {
+          message: 'User is already the owner of this organisation',
+        });
+      }
+
+      const currentMemberGroup = organisation.groups.find(
+        (group) => group.organisationRole === currentOrganisationRole,
+      );
+
+      const adminGroup = organisation.groups.find(
+        (group) => group.organisationRole === OrganisationMemberRole.ADMIN,
+      );
+
+      if (!currentMemberGroup) {
+        ctx.logger.error({
+          message: '[CRITICAL]: Missing internal group',
+          organisationId,
+          userId,
+          role: currentOrganisationRole,
+        });
+
+        throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+          message: 'Current member group not found',
+        });
+      }
+
+      if (!adminGroup) {
+        ctx.logger.error({
+          message: '[CRITICAL]: Missing internal group',
+          organisationId,
+          userId,
+          targetRole: 'ADMIN',
+        });
+
+        throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+          message: 'Admin group not found',
+        });
+      }
+
+      await prisma.$transaction(async (tx) => {
+        await tx.organisation.update({
+          where: {
+            id: organisationId,
+          },
+          data: {
+            ownerUserId: userId,
+          },
+        });
+
+        if (currentOrganisationRole !== OrganisationMemberRole.ADMIN) {
+          await tx.organisationGroupMember.delete({
+            where: {
+              organisationMemberId_groupId: {
+                organisationMemberId: member.id,
+                groupId: currentMemberGroup.id,
+              },
+            },
+          });
+
+          await tx.organisationGroupMember.create({
+            data: {
+              id: generateDatabaseId('group_member'),
+              organisationMemberId: member.id,
+              groupId: adminGroup.id,
+            },
+          });
+        }
+      });
+
+      return;
+    }
+
+    const targetRole = role as OrganisationMemberRole;
+
+    if (currentOrganisationRole === targetRole) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: 'User already has this role',
+      });
+    }
+
+    if (userId === organisation.ownerUserId && targetRole !== OrganisationMemberRole.ADMIN) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: 'Organisation owner must be an admin. Transfer ownership first.',
+      });
+    }
+
+    const currentMemberGroup = organisation.groups.find(
+      (group) => group.organisationRole === currentOrganisationRole,
+    );
+
+    const newMemberGroup = organisation.groups.find(
+      (group) => group.organisationRole === targetRole,
+    );
+
+    if (!currentMemberGroup) {
+      ctx.logger.error({
+        message: '[CRITICAL]: Missing internal group',
+        organisationId,
+        userId,
+        role: currentOrganisationRole,
+      });
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+        message: 'Current member group not found',
+      });
+    }
+
+    if (!newMemberGroup) {
+      ctx.logger.error({
+        message: '[CRITICAL]: Missing internal group',
+        organisationId,
+        userId,
+        targetRole,
+      });
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+        message: 'New member group not found',
+      });
+    }
+
+    await prisma.$transaction(async (tx) => {
+      await tx.organisationGroupMember.delete({
+        where: {
+          organisationMemberId_groupId: {
+            organisationMemberId: member.id,
+            groupId: currentMemberGroup.id,
+          },
+        },
+      });
+
+      await tx.organisationGroupMember.create({
+        data: {
+          id: generateDatabaseId('group_member'),
+          organisationMemberId: member.id,
+          groupId: newMemberGroup.id,
+        },
+      });
+    });
+  });

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

@@ -0,0 +1,30 @@
+import { OrganisationMemberRole } from '@prisma/client';
+import { z } from 'zod';
+
+/**
+ * Admin-only role selection that includes OWNER as a special case.
+ * OWNER is not a database role but triggers ownership transfer.
+ */
+export const ZAdminRoleSelection = z.enum([
+  'OWNER',
+  OrganisationMemberRole.ADMIN,
+  OrganisationMemberRole.MANAGER,
+  OrganisationMemberRole.MEMBER,
+]);
+
+export type TAdminRoleSelection = z.infer<typeof ZAdminRoleSelection>;
+
+export const ZUpdateOrganisationMemberRoleRequestSchema = z.object({
+  organisationId: z.string().min(1),
+  userId: z.number().min(1),
+  role: ZAdminRoleSelection,
+});
+
+export const ZUpdateOrganisationMemberRoleResponseSchema = z.void();
+
+export type TUpdateOrganisationMemberRoleRequest = z.infer<
+  typeof ZUpdateOrganisationMemberRoleRequestSchema
+>;
+export type TUpdateOrganisationMemberRoleResponse = z.infer<
+  typeof ZUpdateOrganisationMemberRoleResponseSchema
+>;

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

@@ -1,8 +1,13 @@
 import type { DocumentData } from '@prisma/client';
-import { DocumentDataType, EnvelopeType } from '@prisma/client';
+import { DocumentDataType, EnvelopeType, WebhookTriggerEvents } from '@prisma/client';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { triggerWebhook } from '@documenso/lib/server-only/webhooks/trigger/trigger-webhook';
+import {
+  ZWebhookDocumentSchema,
+  mapEnvelopeToWebhookDocumentPayload,
+} from '@documenso/lib/types/webhook-payload';
 import { getPresignGetUrl } from '@documenso/lib/universal/upload/server-actions';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 
@@ -76,6 +81,13 @@ export const downloadDocumentRoute = authenticatedProcedure
       const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
       const filename = `${baseTitle}${suffix}`;
 
+      void triggerWebhook({
+        event: WebhookTriggerEvents.DOCUMENT_DOWNLOADED,
+        data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelope)),
+        userId: envelope.userId,
+        teamId: envelope.teamId,
+      });
+
       return {
         downloadUrl: url,
         filename,

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

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

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

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