v2.0.5

<img width="557" height="455" alt="image"
src="https://github.com/user-attachments/assets/7b669f4a-c6c5-4fdc-bf10-da0def7b0b3f"
/>

.env.example

@@ -135,14 +135,6 @@ NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
 # OPTIONAL: Leave blank to allow users to signup through /signup page.
 NEXT_PUBLIC_DISABLE_SIGNUP=
 
-# [[AI]]
-# AI Gateway
-AI_GATEWAY_API_KEY=""
-# OPTIONAL: API key for Google Generative AI (Gemini). Get your key from https://ai.google.dev
-GOOGLE_GENERATIVE_AI_API_KEY=""
-# OPTIONAL: Enable AI field detection debug mode to save preview images with bounding boxes
-NEXT_PUBLIC_AI_DEBUG_PREVIEW=
-
 # [[E2E Tests]]
 E2E_TEST_AUTHENTICATE_USERNAME="Test User"
 E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"

.gitignore

@@ -60,6 +60,3 @@ CLAUDE.md
 
 # agents
 .specs
-
-# ai debug previews
-packages/assets/ai-previews/

apps/remix/app/components/dialogs/document-duplicate-dialog.tsx

@@ -19,13 +19,15 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useCurrentTeam } from '~/providers/team';
 
 type DocumentDuplicateDialogProps = {
-  id: number;
+  id: string;
+  token?: string;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
 export const DocumentDuplicateDialog = ({
   id,
+  token,
   open,
   onOpenChange,
 }: DocumentDuplicateDialogProps) => {
@@ -36,27 +38,23 @@ export const DocumentDuplicateDialog = ({
 
   const team = useCurrentTeam();
 
-  const { data: document, isLoading } = trpcReact.document.get.useQuery(
-    {
-      documentId: id,
-    },
-    {
-      queryHash: `document-duplicate-dialog-${id}`,
-      enabled: open === true,
-    },
-  );
+  const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
+    trpcReact.envelope.item.getManyByToken.useQuery(
+      {
+        envelopeId: id,
+        access: token ? { type: 'recipient', token } : { type: 'user' },
+      },
+      {
+        enabled: open,
+      },
+    );
 
-  const documentData = document?.documentData
-    ? {
-        ...document.documentData,
-        data: document.documentData.initialData,
-      }
-    : undefined;
+  const envelopeItems = envelopeItemsPayload?.data || [];
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
-    trpcReact.document.duplicate.useMutation({
+  const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
+    trpcReact.envelope.duplicate.useMutation({
       onSuccess: async ({ id }) => {
         toast({
           title: _(msg`Document Duplicated`),
@@ -71,7 +69,7 @@ export const DocumentDuplicateDialog = ({
 
   const onDuplicate = async () => {
     try {
-      await duplicateDocument({ documentId: id });
+      await duplicateEnvelope({ envelopeId: id });
     } catch {
       toast({
         title: _(msg`Something went wrong`),
@@ -83,14 +81,14 @@ export const DocumentDuplicateDialog = ({
   };
 
   return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+    <Dialog open={open} onOpenChange={(value) => !isDuplicating && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
             <Trans>Duplicate</Trans>
           </DialogTitle>
         </DialogHeader>
-        {!documentData || isLoading ? (
+        {isLoadingEnvelopeItems || !envelopeItems || envelopeItems.length === 0 ? (
           <div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
             <h1 className="mt-4 grow-0 truncate text-2xl font-semibold md:text-3xl">
               <Trans>Loading Document...</Trans>
@@ -98,7 +96,12 @@ export const DocumentDuplicateDialog = ({
           </div>
         ) : (
           <div className="p-2 [&>div]:h-[50vh] [&>div]:overflow-y-scroll">
-            <PDFViewer key={document?.id} documentData={documentData} />
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={undefined}
+              version="original"
+            />
           </div>
         )}
 
@@ -115,8 +118,8 @@ export const DocumentDuplicateDialog = ({
 
             <Button
               type="button"
-              disabled={isDuplicateLoading || isLoading}
-              loading={isDuplicateLoading}
+              disabled={isDuplicating}
+              loading={isDuplicating}
               onClick={onDuplicate}
               className="flex-1"
             >

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

@@ -2,11 +2,10 @@ import { useState } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
-import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { DocumentStatus, type EnvelopeItem } from '@prisma/client';
 import { DownloadIcon, FileTextIcon } from 'lucide-react';
 
-import { downloadFile } from '@documenso/lib/client-only/download-file';
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -20,9 +19,7 @@ import {
 import { Skeleton } from '@documenso/ui/primitives/skeleton';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'title' | 'order'> & {
-  documentData: DocumentData;
-};
+type EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'envelopeId' | 'title' | 'order'>;
 
 type EnvelopeDownloadDialogProps = {
   envelopeId: string;
@@ -64,12 +61,12 @@ export const EnvelopeDownloadDialog = ({
         access: token ? { type: 'recipient', token } : { type: 'user' },
       },
       {
-        initialData: initialEnvelopeItems ? { envelopeItems: initialEnvelopeItems } : undefined,
+        initialData: initialEnvelopeItems ? { data: initialEnvelopeItems } : undefined,
         enabled: open,
       },
     );
 
-  const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
+  const envelopeItems = envelopeItemsPayload?.data || [];
 
   const onDownload = async (
     envelopeItem: EnvelopeItemToDownload,
@@ -87,25 +84,11 @@ export const EnvelopeDownloadDialog = ({
     }));
 
     try {
-      const data = await getFile({
-        type: envelopeItem.documentData.type,
-        data:
-          version === 'signed'
-            ? envelopeItem.documentData.data
-            : envelopeItem.documentData.initialData,
-      });
-
-      const blob = new Blob([data], {
-        type: 'application/pdf',
-      });
-
-      const baseTitle = envelopeItem.title.replace(/\.pdf$/, '');
-      const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
-      const filename = `${baseTitle}${suffix}`;
-
-      downloadFile({
-        filename,
-        data: blob,
+      await downloadPDF({
+        envelopeItem,
+        token,
+        fileName: envelopeItem.title,
+        version,
       });
 
       setIsDownloadingState((prev) => ({
@@ -146,7 +129,7 @@ export const EnvelopeDownloadDialog = ({
         <div className="flex flex-col gap-4">
           {isLoadingEnvelopeItems ? (
             <>
-              {Array.from({ length: 2 }).map((_, index) => (
+              {Array.from({ length: 1 }).map((_, index) => (
                 <div
                   key={index}
                   className="border-border bg-card flex items-center gap-2 rounded-lg border p-4"
@@ -175,6 +158,7 @@ export const EnvelopeDownloadDialog = ({
                 </div>
 
                 <div className="min-w-0 flex-1">
+                  {/* Todo: Envelopes - Fix overflow */}
                   <h4 className="text-foreground truncate text-sm font-medium">{item.title}</h4>
                   <p className="text-muted-foreground mt-0.5 text-xs">
                     <Trans>PDF Document</Trans>

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

@@ -43,7 +43,7 @@ export const EnvelopeDuplicateDialog = ({
 
   const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
     trpc.envelope.duplicate.useMutation({
-      onSuccess: async ({ duplicatedEnvelopeId }) => {
+      onSuccess: async ({ id }) => {
         toast({
           title: t`Envelope Duplicated`,
           description: t`Your envelope has been successfully duplicated.`,
@@ -55,7 +55,7 @@ export const EnvelopeDuplicateDialog = ({
             ? formatDocumentsPath(team.url)
             : formatTemplatesPath(team.url);
 
-        await navigate(`${path}/${duplicatedEnvelopeId}/edit`);
+        await navigate(`${path}/${id}/edit`);
         setOpen(false);
       },
     });

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

@@ -185,6 +185,10 @@ export const OrganisationMemberInviteDialog = ({
       return 'form';
     }
 
+    if (fullOrganisation.members.length < fullOrganisation.organisationClaim.memberCount) {
+      return 'form';
+    }
+
     // This is probably going to screw us over in the future.
     if (fullOrganisation.organisationClaim.originalSubscriptionClaimId !== INTERNAL_CLAIM_ID.TEAM) {
       return 'alert';

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

@@ -7,9 +7,9 @@ import { FilePlus, Loader } from 'lucide-react';
 import { useNavigate } from 'react-router';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -54,13 +54,17 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
     setIsUploadingFile(true);
 
     try {
-      const response = await putPdfFile(file);
-
-      const { legacyTemplateId: id } = await createTemplate({
+      const payload = {
         title: file.name,
-        templateDocumentDataId: response.id,
         folderId: folderId,
-      });
+      } satisfies TCreateTemplatePayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createTemplate(formData);
 
       toast({
         title: _(msg`Template document uploaded`),

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

@@ -143,7 +143,7 @@ export function TemplateUseDialog({
     },
   );
 
-  const envelopeItems = response?.envelopeItems ?? [];
+  const envelopeItems = response?.data ?? [];
 
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();

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

@@ -4,6 +4,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { DocumentData, FieldType } from '@prisma/client';
 import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
+import { base64 } from '@scure/base';
 import { ChevronsUpDown } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
@@ -12,7 +13,6 @@ import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-c
 import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { type TFieldMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
-import { base64 } from '@documenso/lib/universal/base64';
 import { nanoid } from '@documenso/lib/universal/id';
 import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
 import { useRecipientColors } from '@documenso/ui/lib/recipient-colors';
@@ -83,21 +83,14 @@ export const ConfigureFieldsView = ({
 
   const normalizedDocumentData = useMemo(() => {
     if (documentData) {
-      return documentData;
+      return documentData.data;
     }
 
     if (!configData.documentData) {
       return null;
     }
 
-    const data = base64.encode(configData.documentData?.data);
-
-    return {
-      id: 'preview',
-      type: 'BYTES_64',
-      data,
-      initialData: data,
-    } satisfies DocumentData;
+    return base64.encode(configData.documentData.data);
   }, [configData.documentData]);
 
   const recipients = useMemo(() => {
@@ -541,7 +534,15 @@ export const ConfigureFieldsView = ({
             <Form {...form}>
               {normalizedDocumentData && (
                 <div>
-                  <PDFViewer documentData={normalizedDocumentData} />
+                  <PDFViewer
+                    overrideData={normalizedDocumentData}
+                    envelopeItem={{
+                      id: '',
+                      envelopeId: '',
+                    }}
+                    token={undefined}
+                    version="signed"
+                  />
 
                   <ElementVisible
                     target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}

apps/remix/app/components/embed/embed-authentication-required.tsx

@@ -9,6 +9,7 @@ export type EmbedAuthenticationRequiredProps = {
   email?: string;
   returnTo: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
   oidcProviderLabel?: string;
 };
@@ -17,6 +18,7 @@ export const EmbedAuthenticationRequired = ({
   email,
   returnTo,
   // isGoogleSSOEnabled,
+  // isMicrosoftSSOEnabled,
   // isOIDCSSOEnabled,
   // oidcProviderLabel,
 }: EmbedAuthenticationRequiredProps) => {
@@ -37,6 +39,7 @@ export const EmbedAuthenticationRequired = ({
         <SignInForm
           // Embed currently not supported.
           // isGoogleSSOEnabled={isGoogleSSOEnabled}
+          // isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           // isOIDCSSOEnabled={isOIDCSSOEnabled}
           // oidcProviderLabel={oidcProviderLabel}
           className="mt-4"

apps/remix/app/components/embed/embed-direct-template-client-page.tsx

@@ -3,8 +3,8 @@ import { useEffect, useLayoutEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta, Recipient, Signature } from '@prisma/client';
-import { type DocumentData, type Field, FieldType } from '@prisma/client';
+import type { DocumentMeta, EnvelopeItem, Recipient, Signature } from '@prisma/client';
+import { type Field, FieldType } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { DateTime } from 'luxon';
 import { useSearchParams } from 'react-router';
@@ -47,7 +47,7 @@ export type EmbedDirectTemplateClientPageProps = {
   token: string;
   envelopeId: string;
   updatedAt: Date;
-  documentData: DocumentData;
+  envelopeItems: Pick<EnvelopeItem, 'id' | 'envelopeId'>[];
   recipient: Recipient;
   fields: Field[];
   metadata?: DocumentMeta | null;
@@ -59,7 +59,7 @@ export const EmbedDirectTemplateClientPage = ({
   token,
   envelopeId,
   updatedAt,
-  documentData,
+  envelopeItems,
   recipient,
   fields,
   metadata,
@@ -335,7 +335,9 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Viewer */}
         <div className="flex-1">
           <PDFViewer
-            documentData={documentData}
+            envelopeItem={envelopeItems[0]}
+            token={token}
+            version="signed"
             onDocumentLoad={() => setHasDocumentLoaded(true)}
           />
         </div>

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

@@ -3,14 +3,8 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta } from '@prisma/client';
-import {
-  type DocumentData,
-  type Field,
-  FieldType,
-  RecipientRole,
-  SigningStatus,
-} from '@prisma/client';
+import type { DocumentMeta, EnvelopeItem } from '@prisma/client';
+import { type Field, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
@@ -46,11 +40,11 @@ import { EmbedDocumentCompleted } from './embed-document-completed';
 import { EmbedDocumentFields } from './embed-document-fields';
 import { EmbedDocumentRejected } from './embed-document-rejected';
 
-export type EmbedSignDocumentClientPageProps = {
+export type EmbedSignDocumentV1ClientPageProps = {
   token: string;
   documentId: number;
   envelopeId: string;
-  documentData: DocumentData;
+  envelopeItems: Pick<EnvelopeItem, 'id' | 'envelopeId'>[];
   recipient: RecipientWithFields;
   fields: Field[];
   completedFields: DocumentField[];
@@ -61,11 +55,11 @@ export type EmbedSignDocumentClientPageProps = {
   allRecipients?: RecipientWithFields[];
 };
 
-export const EmbedSignDocumentClientPage = ({
+export const EmbedSignDocumentV1ClientPage = ({
   token,
   documentId,
   envelopeId,
-  documentData,
+  envelopeItems,
   recipient,
   fields,
   completedFields,
@@ -74,7 +68,7 @@ export const EmbedSignDocumentClientPage = ({
   hidePoweredBy = false,
   allowWhitelabelling = false,
   allRecipients = [],
-}: EmbedSignDocumentClientPageProps) => {
+}: EmbedSignDocumentV1ClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -293,7 +287,9 @@ export const EmbedSignDocumentClientPage = ({
           {/* Viewer */}
           <div className="embed--DocumentViewer flex-1">
             <PDFViewer
-              documentData={documentData}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
               onDocumentLoad={() => setHasDocumentLoaded(true)}
             />
           </div>

apps/remix/app/components/embed/embed-document-signing-page-v2.tsx

@@ -0,0 +1,232 @@
+import { useEffect, useLayoutEffect, useState } from 'react';
+
+import { useLingui } from '@lingui/react';
+
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+
+import { ZSignDocumentEmbedDataSchema } from '~/types/embed-document-sign-schema';
+import { injectCss } from '~/utils/css-vars';
+
+import { DocumentSigningPageViewV2 } from '../general/document-signing/document-signing-page-view-v2';
+import { useRequiredEnvelopeSigningContext } from '../general/document-signing/envelope-signing-provider';
+import { EmbedClientLoading } from './embed-client-loading';
+import { EmbedDocumentCompleted } from './embed-document-completed';
+import { EmbedDocumentRejected } from './embed-document-rejected';
+import { EmbedSigningProvider } from './embed-signing-context';
+
+export type EmbedSignDocumentV2ClientPageProps = {
+  hidePoweredBy?: boolean;
+  allowWhitelabelling?: boolean;
+};
+
+export const EmbedSignDocumentV2ClientPage = ({
+  hidePoweredBy = false,
+  allowWhitelabelling = false,
+}: EmbedSignDocumentV2ClientPageProps) => {
+  const { _ } = useLingui();
+
+  const { envelope, recipient, envelopeData, setFullName, fullName } =
+    useRequiredEnvelopeSigningContext();
+
+  const { isCompleted, isRejected, recipientSignature } = envelopeData;
+
+  // !: Not used at the moment, may be removed in the future.
+  // const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
+  const [hasFinishedInit, setHasFinishedInit] = useState(false);
+  const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
+  const [isNameLocked, setIsNameLocked] = useState(false);
+
+  const onDocumentCompleted = (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-completed',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentError = () => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-error',
+          data: null,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentReady = () => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-ready',
+          data: null,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onFieldSigned = (data: { fieldId?: number; value?: string; isBase64?: boolean }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'field-signed',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onFieldUnsigned = (data: { fieldId?: number }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'field-unsigned',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentRejected = (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-rejected',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  useLayoutEffect(() => {
+    const hash = window.location.hash.slice(1);
+
+    try {
+      const data = ZSignDocumentEmbedDataSchema.parse(JSON.parse(decodeURIComponent(atob(hash))));
+
+      if (!isCompleted && data.name) {
+        setFullName(data.name);
+      }
+
+      // Since a recipient can be provided a name we can lock it without requiring
+      // a to be provided by the parent application, unlike direct templates.
+      setIsNameLocked(!!data.lockName);
+      setAllowDocumentRejection(!!data.allowDocumentRejection);
+
+      if (data.darkModeDisabled) {
+        document.documentElement.classList.add('dark-mode-disabled');
+      }
+
+      if (allowWhitelabelling) {
+        injectCss({
+          css: data.css,
+          cssVars: data.cssVars,
+        });
+      }
+    } catch (err) {
+      console.error(err);
+    }
+
+    setHasFinishedInit(true);
+
+    // !: While the setters are stable we still want to ensure we're avoiding
+    // !: re-renders.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [allowWhitelabelling]);
+
+  useEffect(() => {
+    if (hasFinishedInit) {
+      onDocumentReady();
+    }
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [hasFinishedInit]);
+
+  // Listen for document completion events from the envelope signing context
+  useEffect(() => {
+    if (isCompleted) {
+      onDocumentCompleted({
+        token: recipient.token,
+        envelopeId: envelope.id,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        recipientId: recipient.id,
+      });
+    }
+  }, [isCompleted, envelope.id, recipient.id, recipient.token]);
+
+  // Listen for document rejection events
+  useEffect(() => {
+    if (isRejected) {
+      onDocumentRejected({
+        token: recipient.token,
+        envelopeId: envelope.id,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        recipientId: recipient.id,
+      });
+    }
+  }, [isRejected, envelope.id, recipient.id, recipient.token]);
+
+  if (isRejected) {
+    return <EmbedDocumentRejected />;
+  }
+
+  if (isCompleted) {
+    return (
+      <EmbedDocumentCompleted
+        name={fullName}
+        signature={
+          recipientSignature
+            ? {
+                id: 1,
+                fieldId: 1,
+                recipientId: recipient.id,
+                created: new Date(),
+                signatureImageAsBase64: recipientSignature.signatureImageAsBase64,
+                typedSignature: recipientSignature.typedSignature,
+              }
+            : undefined
+        }
+      />
+    );
+  }
+
+  return (
+    <EmbedSigningProvider
+      isNameLocked={isNameLocked}
+      hidePoweredBy={hidePoweredBy}
+      allowDocumentRejection={allowDocumentRejection}
+      onDocumentCompleted={onDocumentCompleted}
+      onDocumentError={onDocumentError}
+      onDocumentRejected={onDocumentRejected}
+      onDocumentReady={onDocumentReady}
+      onFieldSigned={onFieldSigned}
+      onFieldUnsigned={onFieldUnsigned}
+    >
+      <div className="embed--Root relative">
+        {!hasFinishedInit && <EmbedClientLoading />}
+
+        <DocumentSigningPageViewV2 />
+      </div>
+    </EmbedSigningProvider>
+  );
+};

apps/remix/app/components/embed/embed-signing-context.tsx

@@ -0,0 +1,101 @@
+import { createContext, useContext } from 'react';
+
+export type EmbedSigningContextValue = {
+  isEmbed: true;
+  allowDocumentRejection: boolean;
+  isNameLocked: boolean;
+  isEmailLocked: boolean;
+  hidePoweredBy: boolean;
+  onDocumentCompleted: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => void;
+  onDocumentError: () => void;
+  onDocumentRejected: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => void;
+  onDocumentReady: () => void;
+  onFieldSigned: (data: { fieldId?: number; value?: string; isBase64?: boolean }) => void;
+  onFieldUnsigned: (data: { fieldId?: number }) => void;
+};
+
+const EmbedSigningContext = createContext<EmbedSigningContextValue | null>(null);
+
+export const useEmbedSigningContext = () => {
+  return useContext(EmbedSigningContext);
+};
+
+export const useRequiredEmbedSigningContext = () => {
+  const context = useEmbedSigningContext();
+
+  if (!context) {
+    throw new Error('useRequiredEmbedSigningContext must be used within EmbedSigningProvider');
+  }
+
+  return context;
+};
+
+export type EmbedSigningProviderProps = {
+  allowDocumentRejection?: boolean;
+  isNameLocked?: boolean;
+  isEmailLocked?: boolean;
+  hidePoweredBy?: boolean;
+  onDocumentCompleted: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => void;
+  onDocumentError: () => void;
+  onDocumentRejected: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => void;
+  onDocumentReady: () => void;
+  onFieldSigned: (data: { fieldId?: number; value?: string; isBase64?: boolean }) => void;
+  onFieldUnsigned: (data: { fieldId?: number }) => void;
+  children: React.ReactNode;
+};
+
+export const EmbedSigningProvider = ({
+  allowDocumentRejection = false,
+  isNameLocked = false,
+  isEmailLocked = true,
+  hidePoweredBy = false,
+  onDocumentCompleted,
+  onDocumentError,
+  onDocumentRejected,
+  onDocumentReady,
+  onFieldSigned,
+  onFieldUnsigned,
+  children,
+}: EmbedSigningProviderProps) => {
+  return (
+    <EmbedSigningContext.Provider
+      value={{
+        isEmbed: true,
+        allowDocumentRejection,
+        isNameLocked,
+        isEmailLocked,
+        hidePoweredBy,
+        onDocumentCompleted,
+        onDocumentError,
+        onDocumentRejected,
+        onDocumentReady,
+        onFieldSigned,
+        onFieldUnsigned,
+      }}
+    >
+      {children}
+    </EmbedSigningContext.Provider>
+  );
+};

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

@@ -226,7 +226,9 @@ export const MultiSignDocumentSigningView = ({
                   })}
                 >
                   <PDFViewer
-                    documentData={document.documentData}
+                    envelopeItem={document.envelopeItems[0]}
+                    token={token}
+                    version="signed"
                     onDocumentLoad={() => {
                       setHasDocumentLoaded(true);
                       onDocumentReady?.();

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

@@ -1,14 +1,14 @@
 import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import type { TeamGlobalSettings } from '@prisma/client';
 import { Loader } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -29,6 +29,8 @@ import {
 } from '@documenso/ui/primitives/select';
 import { Textarea } from '@documenso/ui/primitives/textarea';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
 const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
 
@@ -68,6 +70,9 @@ export function BrandingPreferencesForm({
 }: BrandingPreferencesFormProps) {
   const { t } = useLingui();
 
+  const team = useOptionalCurrentTeam();
+  const organisation = useCurrentOrganisation();
+
   const [previewUrl, setPreviewUrl] = useState<string>('');
   const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
 
@@ -88,14 +93,13 @@ export function BrandingPreferencesForm({
       const file = JSON.parse(settings.brandingLogo);
 
       if ('type' in file && 'data' in file) {
-        void getFile(file).then((binaryData) => {
-          const objectUrl = URL.createObjectURL(new Blob([binaryData]));
+        const logoUrl =
+          context === 'Team'
+            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
 
-          setPreviewUrl(objectUrl);
-          setHasLoadedPreview(true);
-        });
-
-        return;
+        setPreviewUrl(logoUrl);
+        setHasLoadedPreview(true);
       }
     }
 

apps/remix/app/components/forms/editor/editor-field-text-form.tsx

@@ -152,6 +152,18 @@ export const EditorFieldTextForm = ({
                     className="h-auto"
                     placeholder={t`Add text to the field`}
                     {...field}
+                    onChange={(e) => {
+                      const values = form.getValues();
+                      const characterLimit = values.characterLimit || 0;
+                      let textValue = e.target.value;
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        textValue = textValue.slice(0, characterLimit);
+                      }
+
+                      e.target.value = textValue;
+                      field.onChange(e);
+                    }}
                     rows={1}
                   />
                 </FormControl>
@@ -175,6 +187,18 @@ export const EditorFieldTextForm = ({
                     className="bg-background"
                     placeholder={t`Field character limit`}
                     {...field}
+                    onChange={(e) => {
+                      field.onChange(e);
+
+                      const values = form.getValues();
+                      const characterLimit = parseInt(e.target.value, 10) || 0;
+
+                      const textValue = values.text || '';
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        form.setValue('text', textValue.slice(0, characterLimit));
+                      }
+                    }}
                   />
                 </FormControl>
                 <FormMessage />

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

@@ -92,6 +92,7 @@ export const SignInForm = ({
 
   const [isTwoFactorAuthenticationDialogOpen, setIsTwoFactorAuthenticationDialogOpen] =
     useState(false);
+  const [isEmbeddedRedirect, setIsEmbeddedRedirect] = useState(false);
 
   const [twoFactorAuthenticationMethod, setTwoFactorAuthenticationMethod] = useState<
     'totp' | 'backup'
@@ -317,6 +318,8 @@ export const SignInForm = ({
     if (email) {
       form.setValue('email', email);
     }
+
+    setIsEmbeddedRedirect(params.get('embedded') === 'true');
   }, [form]);
 
   return (
@@ -383,56 +386,64 @@ export const SignInForm = ({
             {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
           </Button>
 
-          {hasSocialAuthEnabled && (
-            <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
-              <div className="bg-border h-px flex-1" />
-              <span className="text-muted-foreground bg-transparent">
-                <Trans>Or continue with</Trans>
-              </span>
-              <div className="bg-border h-px flex-1" />
-            </div>
-          )}
+          {!isEmbeddedRedirect && (
+            <>
+              {hasSocialAuthEnabled && (
+                <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
+                  <div className="bg-border h-px flex-1" />
+                  <span className="text-muted-foreground bg-transparent">
+                    <Trans>Or continue with</Trans>
+                  </span>
+                  <div className="bg-border h-px flex-1" />
+                </div>
+              )}
 
-          {isGoogleSSOEnabled && (
-            <Button
-              type="button"
-              size="lg"
-              variant="outline"
-              className="bg-background text-muted-foreground border"
-              disabled={isSubmitting}
-              onClick={onSignInWithGoogleClick}
-            >
-              <FcGoogle className="mr-2 h-5 w-5" />
-              Google
-            </Button>
-          )}
+              {isGoogleSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithGoogleClick}
+                >
+                  <FcGoogle className="mr-2 h-5 w-5" />
+                  Google
+                </Button>
+              )}
 
-          {isMicrosoftSSOEnabled && (
-            <Button
-              type="button"
-              size="lg"
-              variant="outline"
-              className="bg-background text-muted-foreground border"
-              disabled={isSubmitting}
-              onClick={onSignInWithMicrosoftClick}
-            >
-              <img className="mr-2 h-4 w-4" alt="Microsoft Logo" src={'/static/microsoft.svg'} />
-              Microsoft
-            </Button>
-          )}
+              {isMicrosoftSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithMicrosoftClick}
+                >
+                  <img
+                    className="mr-2 h-4 w-4"
+                    alt="Microsoft Logo"
+                    src={'/static/microsoft.svg'}
+                  />
+                  Microsoft
+                </Button>
+              )}
 
-          {isOIDCSSOEnabled && (
-            <Button
-              type="button"
-              size="lg"
-              variant="outline"
-              className="bg-background text-muted-foreground border"
-              disabled={isSubmitting}
-              onClick={onSignInWithOIDCClick}
-            >
-              <FaIdCardClip className="mr-2 h-5 w-5" />
-              {oidcProviderLabel || 'OIDC'}
-            </Button>
+              {isOIDCSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithOIDCClick}
+                >
+                  <FaIdCardClip className="mr-2 h-5 w-5" />
+                  {oidcProviderLabel || 'OIDC'}
+                </Button>
+              )}
+            </>
           )}
 
           <Button

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

@@ -68,6 +68,7 @@ export type SignUpFormProps = {
   isGoogleSSOEnabled?: boolean;
   isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
+  returnTo?: string;
 };
 
 export const SignUpForm = ({
@@ -76,6 +77,7 @@ export const SignUpForm = ({
   isGoogleSSOEnabled,
   isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
+  returnTo,
 }: SignUpFormProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -110,7 +112,7 @@ export const SignUpForm = ({
         signature,
       });
 
-      await navigate(`/unverified-account`);
+      await navigate(returnTo ? returnTo : '/unverified-account');
 
       toast({
         title: _(msg`Registration Successful`),

apps/remix/app/components/general/app-command-menu.tsx

@@ -9,6 +9,7 @@ import { useHotkeys } from 'react-hotkeys-hook';
 import { useNavigate } from 'react-router';
 import { Theme, useTheme } from 'remix-themes';
 
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import {
@@ -63,10 +64,12 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   const [search, setSearch] = useState('');
   const [pages, setPages] = useState<string[]>([]);
 
+  const debouncedSearch = useDebouncedValue(search, 200);
+
   const { data: searchDocumentsData, isPending: isSearchingDocuments } =
     trpcReact.document.search.useQuery(
       {
-        query: search,
+        query: debouncedSearch,
       },
       {
         placeholderData: (previousData) => previousData,
@@ -232,6 +235,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
             <Trans>No results found.</Trans>
           </CommandEmpty>
         )}
+
         {!currentPage && (
           <>
             {documentPageLinks.length > 0 && (
@@ -239,14 +243,17 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
                 <Commands push={push} pages={documentPageLinks} />
               </CommandGroup>
             )}
+
             {templatePageLinks.length > 0 && (
               <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Templates`)}>
                 <Commands push={push} pages={templatePageLinks} />
               </CommandGroup>
             )}
+
             <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Settings`)}>
               <Commands push={push} pages={SETTINGS_PAGES} />
             </CommandGroup>
+
             <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Preferences`)}>
               <CommandItem className="-mx-2 -my-1 rounded-lg" onSelect={() => addPage('language')}>
                 Change language
@@ -255,6 +262,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
                 Change theme
               </CommandItem>
             </CommandGroup>
+
             {searchResults.length > 0 && (
               <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Your documents`)}>
                 <Commands push={push} pages={searchResults} />

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,
@@ -149,7 +153,9 @@ export const DirectTemplatePageView = ({
         <CardContent className="p-2">
           <PDFViewer
             key={template.id}
-            documentData={template.templateDocumentData}
+            envelopeItem={template.envelopeItems[0]}
+            token={directTemplateRecipient.token}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

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-account.tsx

@@ -22,7 +22,7 @@ export const DocumentSigningAuthAccount = ({
   actionVerb = 'sign',
   onOpenChange,
 }: DocumentSigningAuthAccountProps) => {
-  const { recipient } = useRequiredDocumentSigningAuthContext();
+  const { recipient, isDirectTemplate } = useRequiredDocumentSigningAuthContext();
 
   const { t } = useLingui();
 
@@ -34,8 +34,10 @@ export const DocumentSigningAuthAccount = ({
     try {
       setIsSigningOut(true);
 
+      const currentPath = `${window.location.pathname}${window.location.search}${window.location.hash}`;
+
       await authClient.signOut({
-        redirectPath: `/signin#email=${email}`,
+        redirectPath: `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
       });
     } catch {
       setIsSigningOut(false);
@@ -55,16 +57,28 @@ export const DocumentSigningAuthAccount = ({
         <AlertDescription>
           {actionTarget === 'DOCUMENT' && recipient.role === RecipientRole.VIEWER ? (
             <span>
-              <Trans>
-                To mark this document as viewed, you need to be logged in as{' '}
-                <strong>{recipient.email}</strong>
-              </Trans>
+              {isDirectTemplate ? (
+                <Trans>To mark this document as viewed, you need to be logged in.</Trans>
+              ) : (
+                <Trans>
+                  To mark this document as viewed, you need to be logged in as{' '}
+                  <strong>{recipient.email}</strong>
+                </Trans>
+              )}
             </span>
           ) : (
             <span>
-              {/* Todo: Translate */}
-              To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be logged
-              in as <strong>{recipient.email}</strong>
+              {isDirectTemplate ? (
+                <Trans>
+                  To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
+                  logged in.
+                </Trans>
+              ) : (
+                <Trans>
+                  To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
+                  logged in as <strong>{recipient.email}</strong>
+                </Trans>
+              )}
             </span>
           )}
         </AlertDescription>

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

@@ -47,7 +47,8 @@ export const DocumentSigningAuthDialog = ({
   onOpenChange,
   onReauthFormSubmit,
 }: DocumentSigningAuthDialogProps) => {
-  const { recipient, user, isCurrentlyAuthenticating } = useRequiredDocumentSigningAuthContext();
+  const { recipient, user, isCurrentlyAuthenticating, isDirectTemplate } =
+    useRequiredDocumentSigningAuthContext();
 
   // Filter out EXPLICIT_NONE from available auth types for the chooser
   const validAuthTypes = availableAuthTypes.filter(
@@ -168,7 +169,11 @@ export const DocumentSigningAuthDialog = ({
           match({ documentAuthType: selectedAuthType, user })
             .with(
               { documentAuthType: DocumentAuth.ACCOUNT },
-              { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auth methods requires them to be logged in.
+              {
+                user: P.when(
+                  (user) => !user || (user.email !== recipient.email && !isDirectTemplate),
+                ),
+              }, // Assume all current auth methods requires them to be logged in.
               () => <DocumentSigningAuthAccount onOpenChange={onOpenChange} />,
             )
             .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (

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>;
@@ -37,6 +40,7 @@ export type DocumentSigningAuthContextValue = {
   derivedRecipientAccessAuth: TRecipientAccessAuthTypes[];
   derivedRecipientActionAuth: TRecipientActionAuthTypes[];
   isAuthRedirectRequired: boolean;
+  isDirectTemplate?: boolean;
   isCurrentlyAuthenticating: boolean;
   setIsCurrentlyAuthenticating: (_value: boolean) => void;
   passkeyData: PasskeyData;
@@ -65,6 +69,7 @@ export const useRequiredDocumentSigningAuthContext = () => {
 export interface DocumentSigningAuthProviderProps {
   documentAuthOptions: Envelope['authOptions'];
   recipient: SigningAuthRecipient;
+  isDirectTemplate?: boolean;
   user?: SessionUser | null;
   children: React.ReactNode;
 }
@@ -72,6 +77,7 @@ export interface DocumentSigningAuthProviderProps {
 export const DocumentSigningAuthProvider = ({
   documentAuthOptions: initialDocumentAuthOptions,
   recipient: initialRecipient,
+  isDirectTemplate = false,
   user,
   children,
 }: DocumentSigningAuthProviderProps) => {
@@ -201,6 +207,7 @@ export const DocumentSigningAuthProvider = ({
         derivedRecipientAccessAuth,
         derivedRecipientActionAuth,
         isAuthRedirectRequired,
+        isDirectTemplate,
         isCurrentlyAuthenticating,
         setIsCurrentlyAuthenticating,
         passkeyData,

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

@@ -34,6 +34,7 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
@@ -102,6 +103,8 @@ export const DocumentSigningCompleteDialog = ({
 
   const { derivedRecipientAccessAuth } = useRequiredDocumentSigningAuthContext();
 
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
+
   const form = useForm<TNextSignerFormSchema>({
     resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
     defaultValues: {
@@ -267,7 +270,12 @@ export const DocumentSigningCompleteDialog = ({
                               <Trans>Your Name</Trans>
                             </FormLabel>
                             <FormControl>
-                              <Input {...field} className="mt-2" placeholder={t`Enter your name`} />
+                              <Input
+                                {...field}
+                                className="mt-2"
+                                placeholder={t`Enter your name`}
+                                disabled={isNameLocked}
+                              />
                             </FormControl>
 
                             <FormMessage />
@@ -289,6 +297,7 @@ export const DocumentSigningCompleteDialog = ({
                                 type="email"
                                 className="mt-2"
                                 placeholder={t`Enter your email`}
+                                disabled={!!field.value && isEmailLocked}
                               />
                             </FormControl>
                             <FormMessage />
@@ -304,7 +313,6 @@ 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/document-signing-mobile-widget.tsx

@@ -8,6 +8,9 @@ import { match } from 'ts-pattern';
 
 import { Button } from '@documenso/ui/primitives/button';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
+import { BrandingLogo } from '../branding-logo';
 import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
 import { EnvelopeSignerCompleteDialog } from '../envelope-signing/envelope-signing-complete-dialog';
 import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
@@ -15,6 +18,8 @@ import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
 export const DocumentSigningMobileWidget = () => {
   const [isExpanded, setIsExpanded] = useState(false);
 
+  const { hidePoweredBy = true } = useEmbedSigningContext() || {};
+
   const { recipientFieldsRemaining, recipient, requiredRecipientFields } =
     useRequiredEnvelopeSigningContext();
 
@@ -29,7 +34,7 @@ export const DocumentSigningMobileWidget = () => {
 
   return (
     <div className="pointer-events-none fixed bottom-0 left-0 right-0 z-50 flex justify-center px-2 pb-2 sm:px-4 sm:pb-6">
-      <div className="pointer-events-auto w-full max-w-2xl">
+      <div className="pointer-events-auto w-full max-w-[760px]">
         <div className="bg-card border-border overflow-hidden rounded-xl border shadow-2xl">
           {/* Main Header Bar */}
           <div className="flex items-center justify-between gap-4 p-4">
@@ -114,6 +119,13 @@ export const DocumentSigningMobileWidget = () => {
           {isExpanded && (
             <div className="border-border animate-in slide-in-from-bottom-2 border-t p-4 duration-200">
               <EnvelopeSignerForm />
+
+              {!hidePoweredBy && (
+                <div className="bg-primary text-primary-foreground mt-2 inline-block rounded px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:hidden">
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </div>
+              )}
             </div>
           )}
         </div>

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

@@ -245,7 +245,12 @@ export const DocumentSigningPageViewV1 = ({
           <div className="flex-1">
             <Card className="rounded-xl before:rounded-xl" gradient>
               <CardContent className="p-2">
-                <PDFViewer key={documentData.id} documentData={documentData} document={document} />
+                <PDFViewer
+                  key={document.envelopeItems[0].id}
+                  envelopeItem={document.envelopeItems[0]}
+                  token={recipient.token}
+                  version="signed"
+                />
               </CardContent>
             </Card>
           </div>

apps/remix/app/components/general/document-signing/document-signing-page-view-v2.tsx

@@ -22,7 +22,9 @@ import { SignFieldNameDialog } from '~/components/dialogs/sign-field-name-dialog
 import { SignFieldNumberDialog } from '~/components/dialogs/sign-field-number-dialog';
 import { SignFieldSignatureDialog } from '~/components/dialogs/sign-field-signature-dialog';
 import { SignFieldTextDialog } from '~/components/dialogs/sign-field-text-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 
+import { BrandingLogo } from '../branding-logo';
 import { DocumentSigningAttachmentsPopover } from '../document-signing/document-signing-attachments-popover';
 import { EnvelopeItemSelector } from '../envelope-editor/envelope-file-selector';
 import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
@@ -48,6 +50,13 @@ export const DocumentSigningPageViewV2 = () => {
     selectedAssistantRecipientFields,
   } = useRequiredEnvelopeSigningContext();
 
+  const {
+    isEmbed = false,
+    allowDocumentRejection = true,
+    hidePoweredBy = true,
+    onDocumentRejected,
+  } = useEmbedSigningContext() || {};
+
   /**
    * The total remaining fields remaining for the current recipient or selected assistant recipient.
    *
@@ -77,7 +86,7 @@ export const DocumentSigningPageViewV2 = () => {
       {/* Main Content Area */}
       <div className="flex h-[calc(100vh-4rem)] w-screen">
         {/* Left Section - Step Navigation */}
-        <div className="bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
+        <div className="embed--DocumentWidgetContainer bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
           <div className="px-4">
             <h3 className="text-foreground flex items-end justify-between text-sm font-semibold">
               {match(recipient.role)
@@ -107,7 +116,7 @@ export const DocumentSigningPageViewV2 = () => {
               />
             </div>
 
-            <div className="mt-6 space-y-3">
+            <div className="embed--DocumentWidgetContent mt-6 space-y-3">
               <EnvelopeSignerForm />
             </div>
           </div>
@@ -116,7 +125,7 @@ export const DocumentSigningPageViewV2 = () => {
 
           {/* Quick Actions. */}
           {!isDirectTemplate && (
-            <div className="space-y-3 px-4">
+            <div className="embed--Actions space-y-3 px-4">
               <h4 className="text-foreground text-sm font-semibold">
                 <Trans>Actions</Trans>
               </h4>
@@ -145,10 +154,21 @@ export const DocumentSigningPageViewV2 = () => {
                 }
               />
 
-              {envelope.type === EnvelopeType.DOCUMENT && (
+              {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection && (
                 <DocumentSigningRejectDialog
                   documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
                   token={recipient.token}
+                  onRejected={
+                    onDocumentRejected &&
+                    ((reason) =>
+                      onDocumentRejected({
+                        token: recipient.token,
+                        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+                        envelopeId: envelope.id,
+                        recipientId: recipient.id,
+                        reason,
+                      }))
+                  }
                   trigger={
                     <Button
                       variant="ghost"
@@ -164,18 +184,22 @@ export const DocumentSigningPageViewV2 = () => {
             </div>
           )}
 
-          {/* Footer of left sidebar. */}
-          <div className="mt-auto px-4">
-            <Button asChild variant="ghost" className="w-full justify-start">
-              <Link to="/">
-                <ArrowLeftIcon className="mr-2 h-4 w-4" />
-                <Trans>Return</Trans>
-              </Link>
-            </Button>
+          <div className="embed--DocumentWidgetFooter">
+            {/* Footer of left sidebar. */}
+            {!isEmbed && (
+              <div className="mt-auto px-4">
+                <Button asChild variant="ghost" className="w-full justify-start">
+                  <Link to="/">
+                    <ArrowLeftIcon className="mr-2 h-4 w-4" />
+                    <Trans>Return</Trans>
+                  </Link>
+                </Button>
+              </div>
+            )}
           </div>
         </div>
 
-        <div className="flex-1 overflow-y-auto">
+        <div className="embed--DocumentContainer flex-1 overflow-y-auto">
           <div className="flex flex-col">
             {/* Horizontal envelope item selector */}
             {envelopeItems.length > 1 && (
@@ -202,11 +226,11 @@ export const DocumentSigningPageViewV2 = () => {
             )}
 
             {/* Document View */}
-            <div className="flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
+            <div className="embed--DocumentViewer flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
               {currentEnvelopeItem ? (
                 <PDFViewerKonvaLazy
+                  renderer="signing"
                   key={currentEnvelopeItem.id}
-                  documentDataId={currentEnvelopeItem.documentDataId}
                   customPageRenderer={EnvelopeSignerPageRenderer}
                 />
               ) : (
@@ -218,9 +242,20 @@ export const DocumentSigningPageViewV2 = () => {
               )}
 
               {/* Mobile widget - Additional padding to allow users to scroll */}
-              <div className="block pb-16 md:hidden">
+              <div className="block pb-28 lg:hidden">
                 <DocumentSigningMobileWidget />
               </div>
+
+              {!hidePoweredBy && (
+                <a
+                  href="https://documenso.com"
+                  target="_blank"
+                  className="bg-primary text-primary-foreground fixed bottom-0 right-0 z-40 hidden cursor-pointer rounded-tl px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:block"
+                >
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </a>
+              )}
             </div>
           </div>
         </div>

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

@@ -13,6 +13,7 @@ import { prop, sortBy } from 'remeda';
 import { isBase64Image } from '@documenso/lib/constants/signatures';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import type { EnvelopeForSigningResponse } from '@documenso/lib/server-only/envelope/get-envelope-for-recipient-signing';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import {
   isFieldUnsignedAndRequired,
   isRequiredField,
@@ -51,7 +52,11 @@ export type EnvelopeSigningContextValue = {
   setSelectedAssistantRecipientId: (_value: number | null) => void;
   selectedAssistantRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
 
-  signField: (_fieldId: number, _value: TSignEnvelopeFieldValue) => Promise<void>;
+  signField: (
+    _fieldId: number,
+    _value: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => Promise<Pick<Field, 'id' | 'inserted'>>;
 };
 
 const EnvelopeSigningContext = createContext<EnvelopeSigningContextValue | null>(null);
@@ -284,21 +289,26 @@ export const EnvelopeSigningProvider = ({
       : null;
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
-  const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
-    console.log('insertField', fieldId, fieldValue);
-
+  const signField = async (
+    fieldId: number,
+    fieldValue: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => {
     // Set the field locally for direct templates.
     if (isDirectTemplate) {
-      handleDirectTemplateFieldInsertion(fieldId, fieldValue);
-      return;
+      const signedField = handleDirectTemplateFieldInsertion(fieldId, fieldValue);
+
+      return signedField;
     }
 
-    await signEnvelopeField({
+    const { signedField } = await signEnvelopeField({
       token: envelopeData.recipient.token,
       fieldId,
       fieldValue,
-      authOptions: undefined,
+      authOptions,
     });
+
+    return signedField;
   };
 
   const handleDirectTemplateFieldInsertion = (
@@ -356,6 +366,8 @@ export const EnvelopeSigningProvider = ({
         fields: prev.recipient.fields.map((field) => (field.id === fieldId ? updatedField : field)),
       },
     }));
+
+    return updatedField;
   };
 
   return (

apps/remix/app/components/general/document/document-certificate-qr-view.tsx

@@ -1,7 +1,8 @@
 import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData, EnvelopeItem } from '@prisma/client';
+import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { DownloadIcon } from 'lucide-react';
 import { DateTime } from 'luxon';
 
 import {
@@ -22,9 +23,10 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+
 import { EnvelopeRendererFileSelector } from '../envelope-editor/envelope-file-selector';
 import EnvelopeGenericPageRenderer from '../envelope-editor/envelope-generic-page-renderer';
-import { ShareDocumentDownloadButton } from '../share-document-download-button';
 
 export type DocumentCertificateQRViewProps = {
   documentId: number;
@@ -34,6 +36,7 @@ export type DocumentCertificateQRViewProps = {
   documentTeamUrl: string;
   recipientCount?: number;
   completedDate?: Date;
+  token: string;
 };
 
 export const DocumentCertificateQRView = ({
@@ -44,6 +47,7 @@ export const DocumentCertificateQRView = ({
   documentTeamUrl,
   recipientCount = 0,
   completedDate,
+  token,
 }: DocumentCertificateQRViewProps) => {
   const { data: documentViaUser } = trpc.document.get.useQuery({
     documentId,
@@ -96,11 +100,12 @@ export const DocumentCertificateQRView = ({
       )}
 
       {internalVersion === 2 ? (
-        <EnvelopeRenderProvider envelope={{ envelopeItems }}>
+        <EnvelopeRenderProvider envelope={{ envelopeItems }} token={token}>
           <DocumentCertificateQrV2
             title={title}
             recipientCount={recipientCount}
             formattedDate={formattedDate}
+            token={token}
           />
         </EnvelopeRenderProvider>
       ) : (
@@ -119,14 +124,27 @@ export const DocumentCertificateQRView = ({
               </div>
             </div>
 
-            <ShareDocumentDownloadButton
-              title={title}
-              documentData={envelopeItems[0].documentData}
+            <EnvelopeDownloadDialog
+              envelopeId={envelopeItems[0].envelopeId}
+              envelopeStatus={DocumentStatus.COMPLETED}
+              envelopeItems={envelopeItems}
+              token={token}
+              trigger={
+                <Button type="button" variant="outline" className="flex-1">
+                  <DownloadIcon className="mr-2 h-5 w-5" />
+                  <Trans>Download</Trans>
+                </Button>
+              }
             />
           </div>
 
           <div className="mt-12 w-full">
-            <PDFViewer key={envelopeItems[0].id} documentData={envelopeItems[0].documentData} />
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
+            />
           </div>
         </>
       )}
@@ -138,14 +156,16 @@ type DocumentCertificateQrV2Props = {
   title: string;
   recipientCount: number;
   formattedDate: string;
+  token: string;
 };
 
 const DocumentCertificateQrV2 = ({
   title,
   recipientCount,
   formattedDate,
+  token,
 }: DocumentCertificateQrV2Props) => {
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, envelopeItems } = useCurrentEnvelopeRender();
 
   return (
     <div className="flex min-h-screen flex-col items-start">
@@ -163,18 +183,24 @@ const DocumentCertificateQrV2 = ({
           </div>
         </div>
 
-        {currentEnvelopeItem && (
-          <ShareDocumentDownloadButton
-            title={title}
-            documentData={currentEnvelopeItem.documentData}
-          />
-        )}
+        <EnvelopeDownloadDialog
+          envelopeId={envelopeItems[0].envelopeId}
+          envelopeStatus={DocumentStatus.COMPLETED}
+          envelopeItems={envelopeItems}
+          token={token}
+          trigger={
+            <Button type="button" variant="outline" className="flex-1">
+              <DownloadIcon className="mr-2 h-5 w-5" />
+              <Trans>Download</Trans>
+            </Button>
+          }
+        />
       </div>
 
       <div className="mt-12 w-full">
         <EnvelopeRendererFileSelector className="mb-4 p-0" fields={[]} secondaryOverride={''} />
 
-        <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+        <PDFViewerKonvaLazy renderer="preview" customPageRenderer={EnvelopeGenericPageRenderer} />
       </div>
     </div>
   );

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

@@ -16,9 +16,9 @@ import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/l
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -62,14 +62,18 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
-
-      const { legacyDocumentId: id } = await createDocument({
+      const payload = {
         title: file.name,
-        documentDataId: response.id,
-        timezone: userTimezone, // Note: When migrating to v2 document upload remember to pass this through as a 'userTimezone' field.
+        timezone: userTimezone,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateDocumentPayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createDocument(formData);
 
       void refreshLimits();
 

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

@@ -441,9 +441,10 @@ export const DocumentEditForm = ({
       >
         <CardContent className="p-2">
           <PDFViewer
-            key={document.documentData.id}
-            documentData={document.documentData}
-            document={document}
+            key={document.envelopeItems[0].id}
+            envelopeItem={document.envelopeItems[0]}
+            token={undefined}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

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

@@ -1,18 +1,14 @@
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
 import { CheckCircle, Download, EyeIcon, Pencil } from 'lucide-react';
 import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 
@@ -23,9 +19,6 @@ export type DocumentPageViewButtonProps = {
 export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps) => {
   const { user } = useSession();
 
-  const { toast } = useToast();
-  const { _ } = useLingui();
-
   const recipient = envelope.recipients.find((recipient) => recipient.email === user.email);
 
   const isRecipient = !!recipient;
@@ -37,25 +30,6 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
   const documentsPath = formatDocumentsPath(envelope.team.url);
   const formatPath = `${documentsPath}/${envelope.id}/edit`;
 
-  const onDownloadClick = async () => {
-    try {
-      // Todo; Envelopes - Support multiple items
-      const envelopeItem = envelope.envelopeItems[0];
-
-      if (!envelopeItem.documentData) {
-        throw new Error('No document available');
-      }
-
-      await downloadPDF({ documentData: envelopeItem.documentData, fileName: envelopeItem.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   return match({
     isRecipient,
     isPending,
@@ -95,7 +69,7 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
         </Link>
       </Button>
     ))
-    .with({ isComplete: true, internalVersion: 2 }, () => (
+    .with({ isComplete: true }, () => (
       <EnvelopeDownloadDialog
         envelopeId={envelope.id}
         envelopeStatus={envelope.status}
@@ -109,11 +83,5 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
         }
       />
     ))
-    .with({ isComplete: true }, () => (
-      <Button className="w-full" onClick={onDownloadClick}>
-        <Download className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
-    ))
     .otherwise(() => null);
 };

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

@@ -1,6 +1,5 @@
 import { useState } from 'react';
 
-import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus } from '@prisma/client';
@@ -16,13 +15,11 @@ import {
 } from 'lucide-react';
 import { Link, useNavigate } from 'react-router';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
   DropdownMenu,
@@ -67,64 +64,6 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const onDownloadClick = async () => {
-    try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-        },
-        {
-          context: {
-            teamId: team?.id?.toString(),
-          },
-        },
-      );
-
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: envelope.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onDownloadOriginalClick = async () => {
-    try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-        },
-        {
-          context: {
-            teamId: team?.id?.toString(),
-          },
-        },
-      );
-
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: envelope.title, version: 'original' });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   const nonSignedRecipients = envelope.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -147,36 +86,20 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
           </DropdownMenuItem>
         )}
 
-        {envelope.internalVersion === 2 ? (
-          <EnvelopeDownloadDialog
-            envelopeId={envelope.id}
-            envelopeStatus={envelope.status}
-            token={recipient?.token}
-            envelopeItems={envelope.envelopeItems}
-            trigger={
-              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
-                <div>
-                  <Download className="mr-2 h-4 w-4" />
-                  <Trans>Download</Trans>
-                </div>
-              </DropdownMenuItem>
-            }
-          />
-        ) : (
-          <>
-            {isComplete && (
-              <DropdownMenuItem onClick={onDownloadClick}>
+        <EnvelopeDownloadDialog
+          envelopeId={envelope.id}
+          envelopeStatus={envelope.status}
+          token={recipient?.token}
+          envelopeItems={envelope.envelopeItems}
+          trigger={
+            <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+              <div>
                 <Download className="mr-2 h-4 w-4" />
                 <Trans>Download</Trans>
-              </DropdownMenuItem>
-            )}
-
-            <DropdownMenuItem onClick={onDownloadOriginalClick}>
-              <Download className="mr-2 h-4 w-4" />
-              <Trans>Download Original</Trans>
+              </div>
             </DropdownMenuItem>
-          </>
-        )}
+          }
+        />
 
         <DropdownMenuItem asChild>
           <Link to={`${documentsPath}/${envelope.id}/logs`}>
@@ -250,7 +173,8 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
 
       {isDuplicateDialogOpen && (
         <DocumentDuplicateDialog
-          id={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+          id={envelope.id}
+          token={recipient?.token}
           open={isDuplicateDialogOpen}
           onOpenChange={setDuplicateDialogOpen}
         />

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

@@ -7,6 +7,7 @@ import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 
 export type DocumentPageViewInformationProps = {
   userId: number;
@@ -40,6 +41,10 @@ export const DocumentPageViewInformation = ({
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
+      {
+        description: msg`Document ID (Legacy)`,
+        value: mapSecondaryIdToDocumentId(envelope.secondaryId),
+      },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [isMounted, envelope, userId]);

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

@@ -13,9 +13,9 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
 import {
@@ -73,14 +73,18 @@ export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) =
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
-
-      const { legacyDocumentId: id } = await createDocument({
+      const payload = {
         title: file.name,
-        documentDataId: response.id,
         timezone: userTimezone,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateDocumentPayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createDocument(formData);
 
       void refreshLimits();
 

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

@@ -14,9 +14,9 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
 import {
@@ -78,35 +78,24 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
     try {
       setIsLoading(true);
 
-      const result = await Promise.all(
-        files.map(async (file) => {
-          try {
-            const response = await putPdfFile(file);
-
-            return {
-              title: file.name,
-              documentDataId: response.id,
-            };
-          } catch (err) {
-            console.error(err);
-            throw new Error('Failed to upload document');
-          }
-        }),
-      );
-
-      const envelopeItemsToCreate = result.filter(
-        (item): item is { title: string; documentDataId: string } => item !== undefined,
-      );
-
-      const { id } = await createEnvelope({
+      const payload = {
         folderId,
         type,
         title: files[0].name,
-        items: envelopeItemsToCreate,
         meta: {
           timezone: userTimezone,
         },
-      }).catch((error) => {
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      for (const file of files) {
+        formData.append('files', file);
+      }
+
+      const { id } = await createEnvelope(formData).catch((error) => {
         console.error(error);
 
         throw error;

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

@@ -11,10 +11,6 @@ import type { TLocalField } from '@documenso/lib/client-only/hooks/use-editor-fi
 import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
-import {
-  registerPageCanvas,
-  unregisterPageCanvas,
-} from '@documenso/lib/client-only/utils/page-canvas-registry';
 import { FIELD_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
 import {
   MIN_FIELD_HEIGHT_PX,
@@ -30,7 +26,7 @@ import { fieldButtonList } from './envelope-editor-fields-drag-drop';
 export default function EnvelopeEditorFieldsPageRenderer() {
   const { t, i18n } = useLingui();
   const { envelope, editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
 
   const interactiveTransformer = useRef<Transformer | null>(null);
 
@@ -60,15 +56,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     [editorFields.localFields, pageContext.pageNumber],
   );
 
-  /**
-   * Cleanup: Unregister canvas when component unmounts
-   */
-  useEffect(() => {
-    return () => {
-      unregisterPageCanvas(pageContext.pageNumber);
-    };
-  }, [pageContext.pageNumber]);
-
   const handleResizeOrMove = (event: KonvaEventObject<Event>) => {
     const { current: container } = canvasElement;
 
@@ -116,7 +103,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       fieldUpdates.height = fieldPageHeight;
     }
 
-    // Todo: envelopes Use id
     editorFields.updateFieldByFormId(fieldFormId, fieldUpdates);
 
     // Select the field if it is not already selected.
@@ -127,7 +113,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     pageLayer.current?.batchDraw();
   };
 
-  const renderFieldOnLayer = (field: TLocalField) => {
+  const unsafeRenderFieldOnLayer = (field: TLocalField) => {
     if (!pageLayer.current) {
       return;
     }
@@ -173,6 +159,15 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     fieldGroup.on('dragend', handleResizeOrMove);
   };
 
+  const renderFieldOnLayer = (field: TLocalField) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */
@@ -227,15 +222,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     currentStage.on('transformend', () => setIsFieldChanging(false));
 
     currentPageLayer.batchDraw();
-
-    // Register this page's canvas references now that everything is initialized
-    if (canvasElement.current && currentStage) {
-      registerPageCanvas({
-        pageNumber: pageContext.pageNumber,
-        pdfCanvas: canvasElement.current,
-        konvaStage: currentStage,
-      });
-    }
   };
 
   /**

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

@@ -1,4 +1,4 @@
-import { lazy, useEffect, useMemo, useState } from 'react';
+import { lazy, useEffect, useMemo } from 'react';
 
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
@@ -11,8 +11,6 @@ import { match } from 'ts-pattern';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
-import { getPageCanvasRefs } from '@documenso/lib/client-only/utils/page-canvas-registry';
-import type { TDetectedFormField } from '@documenso/lib/types/ai';
 import type {
   TCheckboxFieldMeta,
   TDateFieldMeta,
@@ -26,15 +24,13 @@ import type {
   TSignatureFieldMeta,
   TTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
-import { FIELD_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
 import { Separator } from '@documenso/ui/primitives/separator';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
 import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
@@ -54,136 +50,6 @@ const EnvelopeEditorFieldsPageRenderer = lazy(
   async () => import('./envelope-editor-fields-page-renderer'),
 );
 
-/**
- * Enforces minimum field dimensions and centers the field when expanding to meet minimums.
- *
- * AI often detects form lines as very thin fields (0.2-0.5% height). This function ensures
- * fields meet minimum usability requirements by expanding them to at least 30px height and
- * 36px width, while keeping them centered on their original position.
- *
- * @param params - Field dimensions and page size
- * @param params.positionX - Field X position as percentage (0-100)
- * @param params.positionY - Field Y position as percentage (0-100)
- * @param params.width - Field width as percentage (0-100)
- * @param params.height - Field height as percentage (0-100)
- * @param params.pageWidth - Page width in pixels
- * @param params.pageHeight - Page height in pixels
- * @returns Adjusted field dimensions with minimums enforced and centered
- *
- * @example
- * // AI detected a thin line: 0.3% height
- * const adjusted = enforceMinimumFieldDimensions({
- *   positionX: 20, positionY: 50, width: 30, height: 0.3,
- *   pageWidth: 800, pageHeight: 1100
- * });
- * // Result: height expanded to ~2.7% (30px), centered on original position
- */
-const enforceMinimumFieldDimensions = (params: {
-  positionX: number;
-  positionY: number;
-  width: number;
-  height: number;
-  pageWidth: number;
-  pageHeight: number;
-}): {
-  positionX: number;
-  positionY: number;
-  width: number;
-  height: number;
-} => {
-  const MIN_HEIGHT_PX = 30;
-  const MIN_WIDTH_PX = 36;
-
-  // Convert percentage to pixels to check against minimums
-  const widthPx = (params.width / 100) * params.pageWidth;
-  const heightPx = (params.height / 100) * params.pageHeight;
-
-  let adjustedWidth = params.width;
-  let adjustedHeight = params.height;
-  let adjustedPositionX = params.positionX;
-  let adjustedPositionY = params.positionY;
-
-  if (widthPx < MIN_WIDTH_PX) {
-    const centerXPx = (params.positionX / 100) * params.pageWidth + widthPx / 2;
-    adjustedWidth = (MIN_WIDTH_PX / params.pageWidth) * 100;
-    adjustedPositionX = ((centerXPx - MIN_WIDTH_PX / 2) / params.pageWidth) * 100;
-
-    if (adjustedPositionX < 0) {
-      adjustedPositionX = 0;
-    } else if (adjustedPositionX + adjustedWidth > 100) {
-      adjustedPositionX = 100 - adjustedWidth;
-    }
-  }
-
-  if (heightPx < MIN_HEIGHT_PX) {
-    const centerYPx = (params.positionY / 100) * params.pageHeight + heightPx / 2;
-    adjustedHeight = (MIN_HEIGHT_PX / params.pageHeight) * 100;
-
-    adjustedPositionY = ((centerYPx - MIN_HEIGHT_PX / 2) / params.pageHeight) * 100;
-
-    if (adjustedPositionY < 0) {
-      adjustedPositionY = 0;
-    } else if (adjustedPositionY + adjustedHeight > 100) {
-      adjustedPositionY = 100 - adjustedHeight;
-    }
-  }
-
-  return {
-    positionX: adjustedPositionX,
-    positionY: adjustedPositionY,
-    width: adjustedWidth,
-    height: adjustedHeight,
-  };
-};
-
-const processAllPagesWithAI = async (params: {
-  documentDataId: string;
-  onProgress: (current: number, total: number) => void;
-}): Promise<{
-  fieldsPerPage: Map<number, TDetectedFormField[]>;
-  errors: Map<number, Error>;
-}> => {
-  const { documentDataId, onProgress } = params;
-  const fieldsPerPage = new Map<number, TDetectedFormField[]>();
-  const errors = new Map<number, Error>();
-
-  try {
-    // Make single API call to process all pages server-side
-    onProgress(0, 1);
-
-    const response = await fetch('/api/ai/detect-form-fields', {
-      method: 'POST',
-      headers: {
-        'Content-Type': 'application/json',
-      },
-      body: JSON.stringify({ documentId: documentDataId }),
-      credentials: 'include',
-    });
-
-    if (!response.ok) {
-      const errorText = await response.text();
-      throw new Error(`AI detection failed: ${response.statusText} - ${errorText}`);
-    }
-
-    const detectedFields: TDetectedFormField[] = await response.json();
-
-    // Group fields by page number
-    for (const field of detectedFields) {
-      if (!fieldsPerPage.has(field.pageNumber)) {
-        fieldsPerPage.set(field.pageNumber, []);
-      }
-      fieldsPerPage.get(field.pageNumber)!.push(field);
-    }
-
-    onProgress(1, 1);
-  } catch (error) {
-    // If request fails, treat it as error for all pages
-    errors.set(0, error instanceof Error ? error : new Error(String(error)));
-  }
-
-  return { fieldsPerPage, errors };
-};
-
 const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
   [FieldType.SIGNATURE]: msg`Signature Settings`,
   [FieldType.FREE_SIGNATURE]: msg`Free Signature Settings`,
@@ -204,13 +70,6 @@ export const EnvelopeEditorFieldsPage = () => {
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
 
   const { t } = useLingui();
-  const { toast } = useToast();
-
-  const [isAutoAddingFields, setIsAutoAddingFields] = useState(false);
-  const [processingProgress, setProcessingProgress] = useState<{
-    current: number;
-    total: number;
-  } | null>(null);
 
   const selectedField = useMemo(
     () => structuredClone(editorFields.selectedField),
@@ -249,23 +108,39 @@ export const EnvelopeEditorFieldsPage = () => {
 
   return (
     <div className="relative flex h-full">
-      <div className="relative flex w-full flex-col overflow-y-auto">
+      <div className="flex w-full flex-col overflow-y-auto">
         {/* Horizontal envelope item selector */}
-        {isAutoAddingFields && (
-          <>
-            <div className="edge-glow edge-glow-top pointer-events-none fixed left-0 right-0 top-0 z-20 h-16" />
-            <div className="edge-glow edge-glow-right pointer-events-none fixed bottom-0 right-0 top-0 z-20 w-16" />
-            <div className="edge-glow edge-glow-bottom pointer-events-none fixed bottom-0 left-0 right-0 z-20 h-16" />
-            <div className="edge-glow edge-glow-left pointer-events-none fixed bottom-0 left-0 top-0 z-20 w-16" />
-          </>
-        )}
-
         <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
         {/* Document View */}
-        <div className="mt-4 flex h-full justify-center p-4">
+        <div className="mt-4 flex flex-col items-center justify-center">
+          {envelope.recipients.length === 0 && (
+            <Alert
+              variant="neutral"
+              className="border-border bg-background mb-4 flex max-w-[800px] flex-row items-center justify-between space-y-0 rounded-sm border"
+            >
+              <div className="flex flex-col gap-1">
+                <AlertTitle>
+                  <Trans>Missing Recipients</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>You need at least one recipient to add fields</Trans>
+                </AlertDescription>
+              </div>
+
+              <Button asChild variant="outline">
+                <Link to={`${relativePath.editorPath}`}>
+                  <Trans>Add Recipients</Trans>
+                </Link>
+              </Button>
+            </Alert>
+          )}
+
           {currentEnvelopeItem !== null ? (
-            <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorFieldsPageRenderer} />
+            <PDFViewerKonvaLazy
+              renderer="editor"
+              customPageRenderer={EnvelopeEditorFieldsPageRenderer}
+            />
           ) : (
             <div className="flex flex-col items-center justify-center py-32">
               <FileTextIcon className="text-muted-foreground h-10 w-10" />
@@ -281,7 +156,7 @@ export const EnvelopeEditorFieldsPage = () => {
       </div>
 
       {/* Right Section - Form Fields Panel */}
-      {currentEnvelopeItem && (
+      {currentEnvelopeItem && envelope.recipients.length > 0 && (
         <div className="bg-background border-border sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l py-4">
           {/* Recipient selector section. */}
           <section className="px-4">
@@ -289,29 +164,15 @@ export const EnvelopeEditorFieldsPage = () => {
               <Trans>Selected Recipient</Trans>
             </h3>
 
-            {envelope.recipients.length === 0 ? (
-              <Alert variant="warning">
-                <AlertDescription className="flex flex-col gap-2">
-                  <Trans>You need at least one recipient to add fields</Trans>
-
-                  <Link to={`${relativePath.editorPath}`} className="text-sm">
-                    <p>
-                      <Trans>Click here to add a recipient</Trans>
-                    </p>
-                  </Link>
-                </AlertDescription>
-              </Alert>
-            ) : (
-              <RecipientSelector
-                selectedRecipient={editorFields.selectedRecipient}
-                onSelectedRecipientChange={(recipient) =>
-                  editorFields.setSelectedRecipient(recipient.id)
-                }
-                recipients={envelope.recipients}
-                className="w-full"
-                align="end"
-              />
-            )}
+            <RecipientSelector
+              selectedRecipient={editorFields.selectedRecipient}
+              onSelectedRecipientChange={(recipient) =>
+                editorFields.setSelectedRecipient(recipient.id)
+              }
+              recipients={envelope.recipients}
+              className="w-full"
+              align="end"
+            />
 
             {editorFields.selectedRecipient &&
               !canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields) && (
@@ -338,141 +199,6 @@ export const EnvelopeEditorFieldsPage = () => {
               selectedRecipientId={editorFields.selectedRecipient?.id ?? null}
               selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
             />
-
-            <Button
-              className="mt-4 w-full"
-              variant="outline"
-              disabled={isAutoAddingFields}
-              onClick={async () => {
-                setIsAutoAddingFields(true);
-                setProcessingProgress(null);
-
-                try {
-                  if (!editorFields.selectedRecipient || !currentEnvelopeItem) {
-                    toast({
-                      title: t`Warning`,
-                      description: t`Please select a recipient before adding fields.`,
-                      variant: 'destructive',
-                    });
-                    return;
-                  }
-
-                  if (!currentEnvelopeItem.documentDataId) {
-                    toast({
-                      title: t`Error`,
-                      description: t`Document data not found. Please try reloading the page.`,
-                      variant: 'destructive',
-                    });
-                    return;
-                  }
-
-                  const { fieldsPerPage, errors } = await processAllPagesWithAI({
-                    documentDataId: currentEnvelopeItem.documentDataId,
-                    onProgress: (current, total) => {
-                      setProcessingProgress({ current, total });
-                    },
-                  });
-
-                  let totalAdded = 0;
-                  for (const [pageNumber, detectedFields] of fieldsPerPage.entries()) {
-                    const pageCanvasRefs = getPageCanvasRefs(pageNumber);
-
-                    for (const detected of detectedFields) {
-                      const [ymin, xmin, ymax, xmax] = detected.boundingBox;
-                      let positionX = (xmin / 1000) * 100;
-                      let positionY = (ymin / 1000) * 100;
-                      let width = ((xmax - xmin) / 1000) * 100;
-                      let height = ((ymax - ymin) / 1000) * 100;
-
-                      if (pageCanvasRefs) {
-                        const adjusted = enforceMinimumFieldDimensions({
-                          positionX,
-                          positionY,
-                          width,
-                          height,
-                          pageWidth: pageCanvasRefs.pdfCanvas.width,
-                          pageHeight: pageCanvasRefs.pdfCanvas.height,
-                        });
-
-                        positionX = adjusted.positionX;
-                        positionY = adjusted.positionY;
-                        width = adjusted.width;
-                        height = adjusted.height;
-                      }
-
-                      const fieldType = detected.label as FieldType;
-
-                      try {
-                        editorFields.addField({
-                          envelopeItemId: currentEnvelopeItem.id,
-                          page: pageNumber,
-                          type: fieldType,
-                          positionX,
-                          positionY,
-                          width,
-                          height,
-                          recipientId: editorFields.selectedRecipient.id,
-                          fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[fieldType]),
-                        });
-                        totalAdded++;
-                      } catch (error) {
-                        console.error(`Failed to add field on page ${pageNumber}:`, error);
-                      }
-                    }
-                  }
-
-                  const successfulPages = fieldsPerPage.size;
-                  const failedPages = errors.size;
-
-                  if (totalAdded > 0) {
-                    let description = t`Added ${totalAdded} fields`;
-                    if (fieldsPerPage.size > 1) {
-                      description = t`Added ${totalAdded} fields across ${successfulPages} pages`;
-                    }
-                    if (failedPages > 0) {
-                      description = t`Added ${totalAdded} fields across ${successfulPages} pages. ${failedPages} pages failed.`;
-                    }
-
-                    toast({
-                      title: t`Success`,
-                      description,
-                    });
-                  } else if (failedPages > 0) {
-                    toast({
-                      title: t`Error`,
-                      description: t`Failed to detect fields on ${failedPages} pages. Please try again.`,
-                      variant: 'destructive',
-                    });
-                  } else {
-                    toast({
-                      title: t`Info`,
-                      description: t`No fields were detected in the document`,
-                    });
-                  }
-                } catch (error) {
-                  toast({
-                    title: t`Error`,
-                    description: t`An unexpected error occurred while processing pages.`,
-                    variant: 'destructive',
-                  });
-                } finally {
-                  setIsAutoAddingFields(false);
-                  setProcessingProgress(null);
-                }
-              }}
-            >
-              {isAutoAddingFields ? (
-                processingProgress ? (
-                  <Trans>
-                    Processing page {processingProgress.current} of {processingProgress.total}...
-                  </Trans>
-                ) : (
-                  <Trans>Processing...</Trans>
-                )
-              ) : (
-                <Trans>Auto add fields</Trans>
-              )}
-            </Button>
           </section>
 
           {/* Field details section. */}

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

@@ -1,10 +1,20 @@
-import { lazy, useEffect, useState } from 'react';
+import { lazy, useEffect, useMemo, useState } from 'react';
 
+import { faker } from '@faker-js/faker/locale/en';
 import { Trans } from '@lingui/react/macro';
-import { ConstructionIcon, FileTextIcon } from 'lucide-react';
+import { FieldType } from '@prisma/client';
+import { FileTextIcon } from 'lucide-react';
+import { match } from 'ts-pattern';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
-import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import {
+  EnvelopeRenderProvider,
+  useCurrentEnvelopeRender,
+} from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { extractFieldInsertionValues } from '@documenso/lib/utils/envelope-signing';
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
@@ -15,15 +25,169 @@ import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 
 const EnvelopeGenericPageRenderer = lazy(async () => import('./envelope-generic-page-renderer'));
 
+// Todo: Envelopes - Dynamically import faker
 export const EnvelopeEditorPreviewPage = () => {
   const { envelope, editorFields } = useCurrentEnvelopeEditor();
 
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
 
   const [selectedPreviewMode, setSelectedPreviewMode] = useState<'recipient' | 'signed'>(
     'recipient',
   );
 
+  const fieldsWithPlaceholders = useMemo(() => {
+    return fields.map((field) => {
+      const fieldMeta = ZFieldAndMetaSchema.parse(field);
+
+      const recipient = envelope.recipients.find((recipient) => recipient.id === field.recipientId);
+
+      if (!recipient) {
+        throw new Error('Recipient not found');
+      }
+
+      faker.seed(recipient.id);
+
+      const recipientName = recipient.name || faker.person.fullName();
+      const recipientEmail = recipient.email || faker.internet.email();
+
+      faker.seed(recipient.id + field.id);
+
+      return {
+        ...field,
+        inserted: true,
+        ...match(fieldMeta)
+          .with({ type: FieldType.TEXT }, ({ fieldMeta }) => {
+            let text = fieldMeta?.text || faker.lorem.words(5);
+
+            if (fieldMeta?.characterLimit) {
+              text = text.slice(0, fieldMeta?.characterLimit);
+            }
+
+            return {
+              customText: text,
+            };
+          })
+          .with({ type: FieldType.NUMBER }, ({ fieldMeta }) => {
+            let number = fieldMeta?.value ?? '';
+
+            if (number === '') {
+              number = faker.number
+                .int({
+                  min: fieldMeta?.minValue ?? 0,
+                  max: fieldMeta?.maxValue ?? 1000,
+                })
+                .toString();
+            }
+
+            return {
+              customText: number,
+            };
+          })
+          .with({ type: FieldType.DATE }, () => {
+            const date = extractFieldInsertionValues({
+              fieldValue: {
+                type: FieldType.DATE,
+                value: true,
+              },
+              field,
+              documentMeta: envelope.documentMeta,
+            });
+
+            return {
+              customText: date.customText,
+            };
+          })
+          .with({ type: FieldType.EMAIL }, () => {
+            return {
+              customText: recipientEmail,
+            };
+          })
+          .with({ type: FieldType.NAME }, () => {
+            return {
+              customText: recipientName,
+            };
+          })
+          .with({ type: FieldType.INITIALS }, () => {
+            return {
+              customText: extractInitials(recipientName),
+            };
+          })
+          .with({ type: FieldType.RADIO }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            if (values.length === 0) {
+              return '';
+            }
+
+            let customText = '';
+
+            const preselectedValue = values.findIndex((value) => value.checked);
+
+            if (preselectedValue !== -1) {
+              customText = preselectedValue.toString();
+            } else {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = randomIndex.toString();
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.CHECKBOX }, ({ fieldMeta }) => {
+            let checkedValues: number[] = [];
+
+            const values = fieldMeta?.values ?? [];
+
+            values.forEach((value, index) => {
+              if (value.checked) {
+                checkedValues.push(index);
+              }
+            });
+
+            if (checkedValues.length === 0 && values.length > 0) {
+              const numberOfValues = fieldMeta?.validationLength || 1;
+
+              checkedValues = Array.from({ length: numberOfValues }, (_, index) => index);
+            }
+
+            return {
+              customText: toCheckboxCustomText(checkedValues),
+            };
+          })
+          .with({ type: FieldType.DROPDOWN }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            let customText = fieldMeta?.defaultValue || '';
+
+            if (!customText && values.length > 0) {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = values[randomIndex].value;
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.SIGNATURE }, () => {
+            return {
+              customText: '',
+              signature: {
+                signatureImageAsBase64: '',
+                typedSignature: recipientName,
+              },
+            };
+          })
+          .with({ type: FieldType.FREE_SIGNATURE }, () => {
+            return {
+              customText: '',
+            };
+          })
+          .exhaustive(),
+      };
+    });
+  }, [fields, envelope, envelope.recipients, envelope.documentMeta]);
+
   /**
    * Set the selected recipient to the first recipient in the envelope.
    */
@@ -31,40 +195,38 @@ export const EnvelopeEditorPreviewPage = () => {
     editorFields.setSelectedRecipient(envelope.recipients[0]?.id ?? null);
   }, []);
 
+  // Override the parent renderer provider so we can inject custom fields.
   return (
-    <div className="relative flex h-full">
-      <div className="flex w-full flex-col overflow-y-auto">
-        {/* Horizontal envelope item selector */}
-        <EnvelopeRendererFileSelector fields={editorFields.localFields} />
+    <EnvelopeRenderProvider
+      envelope={envelope}
+      token={undefined}
+      fields={fieldsWithPlaceholders}
+      recipients={envelope.recipients}
+      overrideSettings={{
+        mode: 'export',
+      }}
+    >
+      <div className="relative flex h-full">
+        <div className="flex w-full flex-col overflow-y-auto">
+          {/* Horizontal envelope item selector */}
+          <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
-        {/* Document View */}
-        <div className="mt-4 flex flex-col items-center justify-center">
-          <Alert variant="warning" className="mb-4 max-w-[800px]">
-            <AlertTitle>
-              <Trans>Preview Mode</Trans>
-            </AlertTitle>
-            <AlertDescription>
-              <Trans>Preview what the signed document will look like with placeholder data</Trans>
-            </AlertDescription>
-          </Alert>
+          {/* Document View */}
+          <div className="mt-4 flex flex-col items-center justify-center">
+            <Alert variant="warning" className="mb-4 max-w-[800px]">
+              <AlertTitle>
+                <Trans>Preview Mode</Trans>
+              </AlertTitle>
+              <AlertDescription>
+                <Trans>Preview what the signed document will look like with placeholder data</Trans>
+              </AlertDescription>
+            </Alert>
 
-          {/* Coming soon section */}
-          <div className="border-border bg-card hover:bg-accent/10 flex w-full max-w-[800px] items-center gap-4 rounded-lg border p-4 transition-colors">
-            <div className="flex w-full flex-col items-center justify-center gap-2 py-32">
-              <ConstructionIcon className="text-muted-foreground h-10 w-10" />
-              <h3 className="text-foreground text-sm font-semibold">
-                <Trans>Coming soon</Trans>
-              </h3>
-              <p className="text-muted-foreground text-sm">
-                <Trans>This feature is coming soon</Trans>
-              </p>
-            </div>
-          </div>
-
-          {/* Todo: Envelopes - Remove div after preview mode is implemented */}
-          <div className="hidden">
             {currentEnvelopeItem !== null ? (
-              <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+              <PDFViewerKonvaLazy
+                renderer="editor"
+                customPageRenderer={EnvelopeGenericPageRenderer}
+              />
             ) : (
               <div className="flex flex-col items-center justify-center py-32">
                 <FileTextIcon className="text-muted-foreground h-10 w-10" />
@@ -78,27 +240,28 @@ export const EnvelopeEditorPreviewPage = () => {
             )}
           </div>
         </div>
-      </div>
 
-      {/* Right Section - Form Fields Panel */}
-      {currentEnvelopeItem && false && (
-        <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
-          {/* Add fields section. */}
-          <section className="px-4">
-            {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">
+        {/* Right Section - Form Fields Panel */}
+        {currentEnvelopeItem && false && (
+          <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
+            {/* Add fields section. */}
+            <section className="px-4">
+              {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">
               <Trans>Preivew Mode</Trans>
             </h3> */}
 
-            <Alert variant="neutral">
-              <AlertTitle>
-                <Trans>Preview Mode</Trans>
-              </AlertTitle>
-              <AlertDescription>
-                <Trans>Preview what the signed document will look like with placeholder data</Trans>
-              </AlertDescription>
-            </Alert>
+              <Alert variant="neutral">
+                <AlertTitle>
+                  <Trans>Preview Mode</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>
+                    Preview what the signed document will look like with placeholder data
+                  </Trans>
+                </AlertDescription>
+              </Alert>
 
-            {/* <Alert variant="neutral">
+              {/* <Alert variant="neutral">
               <RadioGroup
                 className="gap-y-1"
                 value={selectedPreviewMode}
@@ -137,36 +300,37 @@ export const EnvelopeEditorPreviewPage = () => {
             <div>Preview what a recipient will see</div>
 
             <div>Preview the signed document</div> */}
-          </section>
+            </section>
 
-          {false && (
-            <AnimateGenericFadeInOut key={selectedPreviewMode}>
-              {selectedPreviewMode === 'recipient' && (
-                <>
-                  <Separator className="my-4" />
+            {false && (
+              <AnimateGenericFadeInOut key={selectedPreviewMode}>
+                {selectedPreviewMode === 'recipient' && (
+                  <>
+                    <Separator className="my-4" />
 
-                  {/* Recipient selector section. */}
-                  <section className="px-4">
-                    <h3 className="mb-2 text-sm font-semibold text-gray-900">
-                      <Trans>Selected Recipient</Trans>
-                    </h3>
+                    {/* Recipient selector section. */}
+                    <section className="px-4">
+                      <h3 className="mb-2 text-sm font-semibold text-gray-900">
+                        <Trans>Selected Recipient</Trans>
+                      </h3>
 
-                    <RecipientSelector
-                      selectedRecipient={editorFields.selectedRecipient}
-                      onSelectedRecipientChange={(recipient) =>
-                        editorFields.setSelectedRecipient(recipient.id)
-                      }
-                      recipients={envelope.recipients}
-                      className="w-full"
-                      align="end"
-                    />
-                  </section>
-                </>
-              )}
-            </AnimateGenericFadeInOut>
-          )}
-        </div>
-      )}
-    </div>
+                      <RecipientSelector
+                        selectedRecipient={editorFields.selectedRecipient}
+                        onSelectedRecipientChange={(recipient) =>
+                          editorFields.setSelectedRecipient(recipient.id)
+                        }
+                        recipients={envelope.recipients}
+                        className="w-full"
+                        align="end"
+                      />
+                    </section>
+                  </>
+                )}
+              </AnimateGenericFadeInOut>
+            )}
+          </div>
+        )}
+      </div>
+    </EnvelopeRenderProvider>
   );
 };

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

@@ -482,30 +482,46 @@ export const EnvelopeEditorRecipientForm = () => {
 
     const { data } = validatedFormValues;
 
+    // Weird edge case where the whole envelope is created via API
+    // with no signing order. If they come to this page it will show an error
+    // since they aren't equal and the recipient is no longer editable.
+    const envelopeRecipients = data.signers.map((recipient) => {
+      if (!canRecipientBeModified(recipient.id)) {
+        return {
+          ...recipient,
+          signingOrder: recipient.signingOrder,
+        };
+      }
+      return recipient;
+    });
+
     const hasSigningOrderChanged = envelope.documentMeta.signingOrder !== data.signingOrder;
     const hasAllowDictateNextSignerChanged =
       envelope.documentMeta.allowDictateNextSigner !== data.allowDictateNextSigner;
 
     const hasSignersChanged =
-      data.signers.length !== recipients.length ||
-      data.signers.some((signer) => {
+      envelopeRecipients.length !== recipients.length ||
+      envelopeRecipients.some((signer) => {
         const recipient = recipients.find((recipient) => recipient.id === signer.id);
 
         if (!recipient) {
           return true;
         }
 
+        const signerActionAuth = signer.actionAuth;
+        const recipientActionAuth = recipient.authOptions?.actionAuth || [];
+
         return (
           signer.email !== recipient.email ||
           signer.name !== recipient.name ||
           signer.role !== recipient.role ||
           signer.signingOrder !== recipient.signingOrder ||
-          !isDeepEqual(signer.actionAuth, recipient.authOptions?.actionAuth)
+          !isDeepEqual(signerActionAuth, recipientActionAuth)
         );
       });
 
     if (hasSignersChanged) {
-      setRecipientsDebounced(validatedFormValues.data.signers);
+      setRecipientsDebounced(envelopeRecipients);
     }
 
     if (hasSigningOrderChanged || hasAllowDictateNextSignerChanged) {

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

@@ -174,7 +174,7 @@ export const EnvelopeEditorSettingsDialog = ({
   const { t, i18n } = useLingui();
   const { toast } = useToast();
 
-  const { envelope } = useCurrentEnvelopeEditor();
+  const { envelope, updateEnvelopeAsync } = useCurrentEnvelopeEditor();
 
   const team = useCurrentTeam();
   const organisation = useCurrentOrganisation();
@@ -186,14 +186,12 @@ export const EnvelopeEditorSettingsDialog = ({
     documentAuth: envelope.authOptions,
   });
 
-  const form = useForm<TAddSettingsFormSchema>({
-    resolver: zodResolver(ZAddSettingsFormSchema),
-    defaultValues: {
-      externalId: envelope.externalId || '', // Todo: String or undefined?
+  const createDefaultValues = () => {
+    return {
+      externalId: envelope.externalId || '',
       visibility: envelope.visibility || '',
       globalAccessAuth: documentAuthOption?.globalAccessAuth || [],
       globalActionAuth: documentAuthOption?.globalActionAuth || [],
-
       meta: {
         subject: envelope.documentMeta.subject ?? '',
         message: envelope.documentMeta.message ?? '',
@@ -210,10 +208,13 @@ export const EnvelopeEditorSettingsDialog = ({
         emailSettings: ZDocumentEmailSettingsSchema.parse(envelope.documentMeta.emailSettings),
         signatureTypes: extractTeamSignatureSettings(envelope.documentMeta),
       },
-    },
-  });
+    };
+  };
 
-  const { mutateAsync: updateEnvelope } = trpc.envelope.update.useMutation();
+  const form = useForm<TAddSettingsFormSchema>({
+    resolver: zodResolver(ZAddSettingsFormSchema),
+    defaultValues: createDefaultValues(),
+  });
 
   const envelopeHasBeenSent =
     envelope.type === EnvelopeType.DOCUMENT &&
@@ -229,7 +230,6 @@ export const EnvelopeEditorSettingsDialog = ({
 
   const emails = emailData?.data || [];
 
-  // Todo: Envelopes this doesn't make sense (look at previous)
   const canUpdateVisibility = canAccessTeamDocument(team.currentTeamRole, envelope.visibility);
 
   const onFormSubmit = async (data: TAddSettingsFormSchema) => {
@@ -240,9 +240,7 @@ export const EnvelopeEditorSettingsDialog = ({
       .safeParse(data.globalAccessAuth);
 
     try {
-      await updateEnvelope({
-        envelopeId: envelope.id,
-        envelopeType: envelope.type,
+      await updateEnvelopeAsync({
         data: {
           externalId: data.externalId || null,
           visibility: data.visibility,
@@ -297,7 +295,7 @@ export const EnvelopeEditorSettingsDialog = ({
   ]);
 
   useEffect(() => {
-    form.reset();
+    form.reset(createDefaultValues());
     setActiveTab('general');
   }, [open, form]);
 
@@ -323,7 +321,7 @@ export const EnvelopeEditorSettingsDialog = ({
 
       <DialogContent className="flex w-full !max-w-5xl flex-row gap-0 p-0">
         {/* Sidebar. */}
-        <div className="flex w-80 flex-col border-r bg-gray-50">
+        <div className="bg-accent/20 flex w-80 flex-col border-r">
           <DialogHeader className="p-6 pb-4">
             <DialogTitle>Document Settings</DialogTitle>
           </DialogHeader>

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

@@ -1,11 +1,12 @@
 import { useMemo, useState } from 'react';
 
-import type { DropResult } from '@hello-pangea/dnd';
 import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
+import type { DropResult } from '@hello-pangea/dnd';
 import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { DocumentStatus } from '@prisma/client';
-import { FileWarningIcon, GripVerticalIcon, Loader2, X } from 'lucide-react';
+import { FileWarningIcon, GripVerticalIcon, Loader2 } from 'lucide-react';
+import { X } from 'lucide-react';
 import { ErrorCode as DropzoneErrorCode, type FileRejection } from 'react-dropzone';
 import { Link } from 'react-router';
 
@@ -17,9 +18,9 @@ import {
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { nanoid } from '@documenso/lib/universal/id';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopeItemsPayload } from '@documenso/trpc/server/envelope-router/create-envelope-items.types';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Card,
@@ -66,8 +67,8 @@ export const EnvelopeEditorUploadPage = () => {
 
   const { mutateAsync: createEnvelopeItems, isPending: isCreatingEnvelopeItems } =
     trpc.envelope.item.createMany.useMutation({
-      onSuccess: (data) => {
-        const createdEnvelopes = data.createdEnvelopeItems.filter(
+      onSuccess: ({ data }) => {
+        const createdEnvelopes = data.filter(
           (item) => !envelope.envelopeItems.find((envelopeItem) => envelopeItem.id === item.id),
         );
 
@@ -78,10 +79,10 @@ export const EnvelopeEditorUploadPage = () => {
     });
 
   const { mutateAsync: updateEnvelopeItems } = trpc.envelope.item.updateMany.useMutation({
-    onSuccess: (data) => {
+    onSuccess: ({ data }) => {
       setLocalEnvelope({
         envelopeItems: envelope.envelopeItems.map((originalItem) => {
-          const updatedItem = data.updatedEnvelopeItems.find((item) => item.id === originalItem.id);
+          const updatedItem = data.find((item) => item.id === originalItem.id);
 
           if (updatedItem) {
             return {
@@ -113,36 +114,19 @@ export const EnvelopeEditorUploadPage = () => {
 
     setLocalFiles((prev) => [...prev, ...newUploadingFiles]);
 
-    const result = await Promise.all(
-      files.map(async (file, index) => {
-        try {
-          const response = await putPdfFile(file);
-
-          // Mark as uploaded (remove from uploading state)
-          return {
-            title: file.name,
-            documentDataId: response.id,
-          };
-        } catch (_error) {
-          setLocalFiles((prev) =>
-            prev.map((uploadingFile) =>
-              uploadingFile.id === newUploadingFiles[index].id
-                ? { ...uploadingFile, isError: true, isUploading: false }
-                : uploadingFile,
-            ),
-          );
-        }
-      }),
-    );
-
-    const envelopeItemsToCreate = result.filter(
-      (item): item is { title: string; documentDataId: string } => item !== undefined,
-    );
-
-    const { createdEnvelopeItems } = await createEnvelopeItems({
+    const payload = {
       envelopeId: envelope.id,
-      items: envelopeItemsToCreate,
-    }).catch((error) => {
+    } satisfies TCreateEnvelopeItemsPayload;
+
+    const formData = new FormData();
+
+    formData.append('payload', JSON.stringify(payload));
+
+    for (const file of files) {
+      formData.append('files', file);
+    }
+
+    const { data } = await createEnvelopeItems(formData).catch((error) => {
       console.error(error);
 
       // Set error state on files in batch upload.
@@ -164,7 +148,7 @@ export const EnvelopeEditorUploadPage = () => {
       );
 
       return filteredFiles.concat(
-        createdEnvelopeItems.map((item) => ({
+        data.map((item) => ({
           id: item.id,
           envelopeItemId: item.id,
           title: item.title,
@@ -202,7 +186,6 @@ export const EnvelopeEditorUploadPage = () => {
     debouncedUpdateEnvelopeItems(items);
   };
 
-  // Todo: Envelopes - Sync into envelopes data
   const debouncedUpdateEnvelopeItems = useDebounceFunction((files: LocalFile[]) => {
     void updateEnvelopeItems({
       envelopeId: envelope.id,

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

@@ -29,7 +29,7 @@ export const EnvelopeItemSelector = ({
       {...buttonProps}
     >
       <div
-        className={`flex h-6 w-6 items-center justify-center rounded-full text-xs font-medium ${
+        className={`flex h-6 w-6 flex-shrink-0 items-center justify-center rounded-full text-xs font-medium ${
           isSelected ? 'bg-green-100 text-green-600' : 'bg-gray-200 text-gray-600'
         }`}
       >

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

@@ -1,6 +1,7 @@
 import { useEffect, useMemo } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
+import { type Recipient, SigningStatus } from '@prisma/client';
 import type Konva from 'konva';
 
 import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
@@ -8,11 +9,23 @@ import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/e
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
 import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
+import { EnvelopeRecipientFieldTooltip } from '@documenso/ui/components/document/envelope-recipient-field-tooltip';
+
+type GenericLocalField = TEnvelope['fields'][number] & {
+  recipient: Pick<Recipient, 'id' | 'name' | 'email' | 'signingStatus'>;
+};
 
 export default function EnvelopeGenericPageRenderer() {
   const { i18n } = useLingui();
 
-  const { currentEnvelopeItem, fields, getRecipientColorKey } = useCurrentEnvelopeRender();
+  const {
+    currentEnvelopeItem,
+    fields,
+    recipients,
+    getRecipientColorKey,
+    setRenderError,
+    overrideSettings,
+  } = useCurrentEnvelopeRender();
 
   const {
     stage,
@@ -28,44 +41,73 @@ export default function EnvelopeGenericPageRenderer() {
 
   const { _className, scale } = pageContext;
 
-  const localPageFields = useMemo(
-    () =>
-      fields.filter(
+  const localPageFields = useMemo((): GenericLocalField[] => {
+    return fields
+      .filter(
         (field) =>
           field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
-      ),
-    [fields, pageContext.pageNumber],
-  );
+      )
+      .map((field) => {
+        const recipient = recipients.find((recipient) => recipient.id === field.recipientId);
 
-  const renderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
+        if (!recipient) {
+          throw new Error(`Recipient not found for field ${field.id}`);
+        }
+
+        return {
+          ...field,
+          recipient,
+        };
+      });
+  }, [fields, pageContext.pageNumber, currentEnvelopeItem?.id, recipients]);
+
+  const unsafeRenderFieldOnLayer = (field: GenericLocalField) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
     }
 
+    const { recipient } = field;
+
+    const fieldTranslations = getClientSideFieldTranslations(i18n);
+
+    const isInserted = recipient.signingStatus === SigningStatus.SIGNED && field.inserted;
+
     renderField({
       scale,
       pageLayer: pageLayer.current,
       field: {
         renderId: field.id.toString(),
         ...field,
-        customText: '',
         width: Number(field.width),
         height: Number(field.height),
         positionX: Number(field.positionX),
         positionY: Number(field.positionY),
-        inserted: false,
+        customText: isInserted ? field.customText : '',
         fieldMeta: field.fieldMeta,
+        signature: {
+          signatureImageAsBase64: '',
+          typedSignature: fieldTranslations.SIGNATURE,
+        },
       },
-      translations: getClientSideFieldTranslations(i18n),
+      translations: fieldTranslations,
       pageWidth: unscaledViewport.width,
       pageHeight: unscaledViewport.height,
       color: getRecipientColorKey(field.recipientId),
       editable: false,
-      mode: 'sign',
+      mode: overrideSettings?.mode ?? 'sign',
     });
   };
 
+  const renderFieldOnLayer = (field: GenericLocalField) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */
@@ -113,6 +155,16 @@ export default function EnvelopeGenericPageRenderer() {
       className="relative w-full"
       key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
     >
+      {overrideSettings?.showRecipientTooltip &&
+        localPageFields.map((field) => (
+          <EnvelopeRecipientFieldTooltip
+            key={field.id}
+            field={field}
+            showFieldStatus={overrideSettings?.showRecipientSigningStatus}
+            showRecipientTooltip={overrideSettings?.showRecipientTooltip}
+          />
+        ))}
+
       {/* The element Konva will inject it's canvas into. */}
       <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 

apps/remix/app/components/general/envelope-signing/envelope-signer-form.tsx

@@ -8,6 +8,8 @@ import { Label } from '@documenso/ui/primitives/label';
 import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
 import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
 export default function EnvelopeSignerForm() {
@@ -25,6 +27,8 @@ export default function EnvelopeSignerForm() {
     setSelectedAssistantRecipientId,
   } = useRequiredEnvelopeSigningContext();
 
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
+
   const hasSignatureField = useMemo(() => {
     return recipientFields.some((field) => field.type === FieldType.SIGNATURE);
   }, [recipientFields]);
@@ -37,7 +41,7 @@ export default function EnvelopeSignerForm() {
 
   if (recipient.role === RecipientRole.ASSISTANT) {
     return (
-      <fieldset className="dark:bg-background border-border rounded-2xl sm:border sm:p-3">
+      <fieldset className="embed--DocumentWidgetForm dark:bg-background border-border rounded-2xl sm:border sm:p-3">
         <RadioGroup
           className="gap-0 space-y-2 shadow-none sm:space-y-3"
           value={selectedAssistantRecipient?.id?.toString()}
@@ -101,7 +105,8 @@ export default function EnvelopeSignerForm() {
             id="full-name"
             className="bg-background mt-2"
             value={fullName}
-            onChange={(e) => setFullName(e.target.value.trimStart())}
+            disabled={isNameLocked}
+            onChange={(e) => !isNameLocked && setFullName(e.target.value.trimStart())}
           />
         </div>
 

apps/remix/app/components/general/envelope-signing/envelope-signer-header.tsx

@@ -16,6 +16,7 @@ import {
 import { Separator } from '@documenso/ui/primitives/separator';
 
 import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { BrandingLogo } from '~/components/general/branding-logo';
 
 import { BrandingLogoIcon } from '../branding-logo-icon';
@@ -28,7 +29,7 @@ export const EnvelopeSignerHeader = () => {
     useRequiredEnvelopeSigningContext();
 
   return (
-    <nav className="bg-background border-border max-w-screen flex flex-row justify-between border-b px-4 py-3 md:px-6">
+    <nav className="embed--DocumentWidgetHeader bg-background border-border max-w-screen flex flex-row justify-between border-b px-4 py-3 md:px-6">
       {/* Left side - Logo and title */}
       <div className="flex min-w-0 flex-1 items-center space-x-2 md:w-auto md:flex-none">
         <Link to="/" className="flex-shrink-0">
@@ -72,7 +73,7 @@ export const EnvelopeSignerHeader = () => {
       </div>
 
       {/* Right side - Desktop content */}
-      <div className="hidden items-center space-x-2 md:flex">
+      <div className="hidden items-center space-x-2 lg:flex">
         <p className="text-muted-foreground mr-2 flex-shrink-0 text-sm">
           <Plural
             one="1 Field Remaining"
@@ -85,7 +86,7 @@ export const EnvelopeSignerHeader = () => {
       </div>
 
       {/* Mobile Actions button */}
-      <div className="flex-shrink-0 md:hidden">
+      <div className="flex-shrink-0 lg:hidden">
         <MobileDropdownMenu />
       </div>
     </nav>
@@ -95,6 +96,8 @@ export const EnvelopeSignerHeader = () => {
 const MobileDropdownMenu = () => {
   const { envelope, recipient } = useRequiredEnvelopeSigningContext();
 
+  const { allowDocumentRejection } = useEmbedSigningContext() || {};
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger asChild>
@@ -119,7 +122,7 @@ const MobileDropdownMenu = () => {
           }
         />
 
-        {envelope.type === EnvelopeType.DOCUMENT && (
+        {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection !== false && (
           <DocumentSigningRejectDialog
             documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
             token={recipient.token}

apps/remix/app/components/general/envelope-signing/envelope-signer-page-renderer.tsx

@@ -10,15 +10,20 @@ import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-rende
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { DIRECT_TEMPLATE_RECIPIENT_EMAIL } from '@documenso/lib/constants/direct-templates';
+import { isBase64Image } from '@documenso/lib/constants/signatures';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZFullFieldSchema } from '@documenso/lib/types/field';
 import { createSpinner } from '@documenso/lib/universal/field-renderer/field-generic-items';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
 import { EnvelopeFieldToolTip } from '@documenso/ui/components/field/envelope-field-tooltip';
 import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { handleCheckboxFieldClick } from '~/utils/field-signing/checkbox-field';
 import { handleDropdownFieldClick } from '~/utils/field-signing/dropdown-field';
 import { handleEmailFieldClick } from '~/utils/field-signing/email-field';
@@ -28,20 +33,24 @@ import { handleNumberFieldClick } from '~/utils/field-signing/number-field';
 import { handleSignatureFieldClick } from '~/utils/field-signing/signature-field';
 import { handleTextFieldClick } from '~/utils/field-signing/text-field';
 
+import { useRequiredDocumentSigningAuthContext } from '../document-signing/document-signing-auth-provider';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
 export default function EnvelopeSignerPageRenderer() {
-  const { i18n } = useLingui();
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { t, i18n } = useLingui();
+  const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
   const { sessionData } = useOptionalSession();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
+  const { toast } = useToast();
+
   const {
     envelopeData,
     recipient,
     recipientFields,
     recipientFieldsRemaining,
     showPendingFieldTooltip,
-    signField,
+    signField: signFieldInternal,
     email,
     setEmail,
     fullName,
@@ -53,6 +62,8 @@ export default function EnvelopeSignerPageRenderer() {
     isDirectTemplate,
   } = useRequiredEnvelopeSigningContext();
 
+  const { onFieldSigned, onFieldUnsigned } = useEmbedSigningContext() || {};
+
   const {
     stage,
     pageLayer,
@@ -80,7 +91,7 @@ export default function EnvelopeSignerPageRenderer() {
     );
   }, [recipientFields, selectedAssistantRecipientFields, pageContext.pageNumber]);
 
-  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+  const unsafeRenderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
@@ -237,7 +248,7 @@ export default function EnvelopeSignerPageRenderer() {
             .then(async (payload) => {
               if (payload) {
                 fieldGroup.add(loadingSpinnerGroup);
-                await signField(field.id, payload); // Todo: Envelopes - Handle errors
+                await signField(field.id, payload);
               }
 
               if (payload?.value) {
@@ -318,7 +329,6 @@ export default function EnvelopeSignerPageRenderer() {
          * SIGNATURE FIELD.
          */
         .with({ type: FieldType.SIGNATURE }, (field) => {
-          // Todo: Envelopes - Reauth
           handleSignatureFieldClick({
             field,
             signature,
@@ -329,11 +339,21 @@ export default function EnvelopeSignerPageRenderer() {
             .then(async (payload) => {
               if (payload) {
                 fieldGroup.add(loadingSpinnerGroup);
-                await signField(field.id, payload);
-              }
 
-              if (payload?.value) {
-                setSignature(payload.value);
+                if (payload.value) {
+                  void executeActionAuthProcedure({
+                    onReauthFormSubmit: async (authOptions) => {
+                      await signField(field.id, payload, authOptions);
+
+                      loadingSpinnerGroup.destroy();
+                    },
+                    actionTarget: field.type,
+                  });
+
+                  setSignature(payload.value);
+                } else {
+                  await signField(field.id, payload);
+                }
               }
             })
             .finally(() => {
@@ -347,13 +367,54 @@ export default function EnvelopeSignerPageRenderer() {
     fieldGroup.on('pointerdown', handleFieldGroupClick);
   };
 
+  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+    try {
+      unsafeRenderFieldOnLayer(unparsedField);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
+  const signField = async (
+    fieldId: number,
+    payload: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => {
+    try {
+      const { inserted } = await signFieldInternal(fieldId, payload, authOptions);
+
+      // ?: The two callbacks below are used within the embedding context
+      if (inserted && onFieldSigned) {
+        const value = payload.value ? JSON.stringify(payload.value) : undefined;
+        const isBase64 = value ? isBase64Image(value) : undefined;
+
+        onFieldSigned({ fieldId, value, isBase64 });
+      }
+
+      if (!inserted && onFieldUnsigned) {
+        onFieldUnsigned({ fieldId });
+      }
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: t`Error`,
+        description: t`An error occurred while signing the field.`,
+        variant: 'destructive',
+      });
+
+      throw err;
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */
   const createPageCanvas = (currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
     // Render the fields.
     for (const field of localPageFields) {
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
+      renderFieldOnLayer(field);
     }
 
     currentPageLayer.batchDraw();
@@ -368,8 +429,7 @@ export default function EnvelopeSignerPageRenderer() {
     }
 
     localPageFields.forEach((field) => {
-      console.log('Field changed/inserted, rendering on canvas');
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
+      renderFieldOnLayer(field);
     });
 
     pageLayer.current.batchDraw();
@@ -387,7 +447,7 @@ export default function EnvelopeSignerPageRenderer() {
     pageLayer.current.destroyChildren();
 
     localPageFields.forEach((field) => {
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
+      renderFieldOnLayer(field);
     });
 
     pageLayer.current.batchDraw();

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

@@ -2,16 +2,19 @@ import { useMemo } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
 import { FieldType } from '@prisma/client';
-import { useNavigate, useSearchParams } from 'react-router';
+import { useNavigate, useRevalidator, useSearchParams } from 'react-router';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { isBase64Image } from '@documenso/lib/constants/signatures';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
 import { DocumentSigningCompleteDialog } from '../document-signing/document-signing-complete-dialog';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
@@ -19,8 +22,9 @@ export const EnvelopeSignerCompleteDialog = () => {
   const navigate = useNavigate();
   const analytics = useAnalytics();
 
-  const { toast } = useToast();
   const { t } = useLingui();
+  const { toast } = useToast();
+  const { revalidate } = useRevalidator();
 
   const [searchParams] = useSearchParams();
 
@@ -37,6 +41,8 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
+  const { onDocumentCompleted, onDocumentError } = useEmbedSigningContext() || {};
+
   const { mutateAsync: completeDocument, isPending } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
@@ -68,25 +74,54 @@ export const EnvelopeSignerCompleteDialog = () => {
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
   ) => {
-    const payload = {
-      token: recipient.token,
-      documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-      authOptions: accessAuthOptions,
-      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
-    };
+    try {
+      const payload = {
+        token: recipient.token,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        authOptions: accessAuthOptions,
+        ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
+      };
 
-    await completeDocument(payload);
+      await completeDocument(payload);
 
-    analytics.capture('App: Recipient has completed signing', {
-      signerId: recipient.id,
-      documentId: envelope.id,
-      timestamp: new Date().toISOString(),
-    });
+      analytics.capture('App: Recipient has completed signing', {
+        signerId: recipient.id,
+        documentId: envelope.id,
+        timestamp: new Date().toISOString(),
+      });
 
-    if (envelope.documentMeta.redirectUrl) {
-      window.location.href = envelope.documentMeta.redirectUrl;
-    } else {
-      await navigate(`/sign/${recipient.token}/complete`);
+      if (onDocumentCompleted) {
+        onDocumentCompleted({
+          token: recipient.token,
+          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+          recipientId: recipient.id,
+          envelopeId: envelope.id,
+        });
+
+        await revalidate();
+
+        return;
+      }
+
+      if (envelope.documentMeta.redirectUrl) {
+        window.location.href = envelope.documentMeta.redirectUrl;
+      } else {
+        await navigate(`/sign/${recipient.token}/complete`);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
+        toast({
+          title: t`Something went wrong`,
+          description: t`We were unable to submit this document at this time. Please try again later.`,
+          variant: 'destructive',
+        });
+
+        onDocumentError?.();
+      }
+
+      throw err;
     }
   };
 
@@ -105,8 +140,12 @@ export const EnvelopeSignerCompleteDialog = () => {
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
+      if (!recipient.directToken) {
+        throw new Error('Recipient direct token is required');
+      }
+
       const { token } = await createDocumentFromDirectTemplate({
-        directTemplateToken: recipient.token, // The direct template token is inserted into the recipient token for ease of use.
+        directTemplateToken: recipient.directToken, // The direct template token is inserted into the recipient token for ease of use.
         directTemplateExternalId,
         directRecipientName: recipientDetails?.name || fullName,
         directRecipientEmail: recipientDetails?.email || email,
@@ -127,22 +166,36 @@ export const EnvelopeSignerCompleteDialog = () => {
             isBase64,
           };
         }),
+        nextSigner,
       });
 
       const redirectUrl = envelope.documentMeta.redirectUrl;
 
+      if (onDocumentCompleted) {
+        await navigate({
+          pathname: `/embed/sign/${token}`,
+          search: window.location.search,
+          hash: window.location.hash,
+        });
+
+        return;
+      }
+
       if (redirectUrl) {
         window.location.href = redirectUrl;
       } else {
         await navigate(`/sign/${token}/complete`);
       }
     } catch (err) {
+      console.log('err', err);
       toast({
         title: t`Something went wrong`,
         description: t`We were unable to submit this document at this time. Please try again later.`,
         variant: 'destructive',
       });
 
+      onDocumentError?.();
+
       throw err;
     }
   };

apps/remix/app/components/general/share-document-download-button.tsx

@@ -1,49 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Download } from 'lucide-react';
-
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
-import type { DocumentData } from '@documenso/prisma/client';
-import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type ShareDocumentDownloadButtonProps = {
-  title: string;
-  documentData: DocumentData;
-};
-
-export const ShareDocumentDownloadButton = ({
-  title,
-  documentData,
-}: ShareDocumentDownloadButtonProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [isDownloading, setIsDownloading] = useState(false);
-
-  const onDownloadClick = async () => {
-    try {
-      setIsDownloading(true);
-
-      await downloadPDF({ documentData, fileName: title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    } finally {
-      setIsDownloading(false);
-    }
-  };
-
-  return (
-    <Button loading={isDownloading} onClick={onDownloadClick}>
-      {!isDownloading && <Download className="mr-2 h-4 w-4" />}
-      <Trans>Download</Trans>
-    </Button>
-  );
-};

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

@@ -10,9 +10,9 @@ import { match } from 'ts-pattern';
 
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -40,13 +40,17 @@ export const TemplateDropZoneWrapper = ({ children, className }: TemplateDropZon
     try {
       setIsLoading(true);
 
-      const documentData = await putPdfFile(file);
-
-      const { legacyTemplateId: id } = await createTemplate({
+      const payload = {
         title: file.name,
-        templateDocumentDataId: documentData.id,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateTemplatePayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createTemplate(formData);
 
       toast({
         title: _(msg`Template uploaded`),

apps/remix/app/components/general/template/template-edit-form.tsx

@@ -313,8 +313,10 @@ export const TemplateEditForm = ({
       >
         <CardContent className="p-2">
           <PDFViewer
-            key={templateDocumentData.id}
-            documentData={templateDocumentData}
+            key={template.envelopeItems[0].id}
+            envelopeItem={template.envelopeItems[0]}
+            token={undefined}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

apps/remix/app/components/general/template/template-page-view-information.tsx

@@ -7,11 +7,13 @@ import type { User } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 
 export type TemplatePageViewInformationProps = {
   userId: number;
   template: {
     userId: number;
+    secondaryId: string;
     createdAt: Date;
     updatedAt: Date;
     user: Pick<User, 'id' | 'name' | 'email'>;
@@ -43,6 +45,10 @@ export const TemplatePageViewInformation = ({
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
+      {
+        description: msg`Template ID (Legacy)`,
+        value: mapSecondaryIdToTemplateId(template.secondaryId),
+      },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [isMounted, template, userId]);

apps/remix/app/components/tables/documents-table-action-button.tsx

@@ -1,19 +1,14 @@
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
 import { CheckCircle, Download, Edit, EyeIcon, Pencil } from 'lucide-react';
 import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
@@ -25,8 +20,6 @@ export type DocumentsTableActionButtonProps = {
 
 export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonProps) => {
   const { user } = useSession();
-  const { toast } = useToast();
-  const { _ } = useLingui();
 
   const team = useCurrentTeam();
 
@@ -44,39 +37,6 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
   const documentsPath = formatDocumentsPath(team.url);
   const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
-  const onDownloadClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query(
-            {
-              documentId: row.id,
-            },
-            {
-              context: {
-                teamId: team?.id?.toString(),
-              },
-            },
-          )
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        throw Error('No document available');
-      }
-
-      await downloadPDF({ documentData, fileName: row.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   // TODO: Consider if want to keep this logic for hiding viewing for CC'ers
   if (recipient?.role === RecipientRole.CC && isComplete === false) {
     return null;
@@ -134,7 +94,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
         <Trans>View</Trans>
       </Button>
     ))
-    .with({ isComplete: true, internalVersion: 2 }, () => (
+    .with({ isComplete: true }, () => (
       <EnvelopeDownloadDialog
         envelopeId={row.envelopeId}
         envelopeStatus={row.status}
@@ -147,11 +107,5 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
         }
       />
     ))
-    .with({ isComplete: true }, () => (
-      <Button className="w-32" onClick={onDownloadClick}>
-        <Download className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
-    ))
     .otherwise(() => <div></div>);
 };

apps/remix/app/components/tables/documents-table-action-dropdown.tsx

@@ -10,7 +10,6 @@ import {
   Download,
   Edit,
   EyeIcon,
-  FileDown,
   FolderInput,
   Loader,
   MoreHorizontal,
@@ -20,12 +19,10 @@ import {
 } from 'lucide-react';
 import { Link } from 'react-router';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
   DropdownMenu,
@@ -34,7 +31,6 @@ import {
   DropdownMenuLabel,
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
 import { DocumentDuplicateDialog } from '~/components/dialogs/document-duplicate-dialog';
@@ -56,7 +52,6 @@ export const DocumentsTableActionDropdown = ({
   const { user } = useSession();
   const team = useCurrentTeam();
 
-  const { toast } = useToast();
   const { _ } = useLingui();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
@@ -76,58 +71,6 @@ export const DocumentsTableActionDropdown = ({
   const documentsPath = formatDocumentsPath(team.url);
   const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
-  const onDownloadClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query({
-            documentId: row.id,
-          })
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: row.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onDownloadOriginalClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query({
-            documentId: row.id,
-          })
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: row.title, version: 'original' });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   const nonSignedRecipients = row.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -178,33 +121,19 @@ export const DocumentsTableActionDropdown = ({
           </Link>
         </DropdownMenuItem>
 
-        {row.internalVersion === 2 ? (
-          <EnvelopeDownloadDialog
-            envelopeId={row.envelopeId}
-            envelopeStatus={row.status}
-            token={recipient?.token}
-            trigger={
-              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
-                <div>
-                  <Download className="mr-2 h-4 w-4" />
-                  <Trans>Download</Trans>
-                </div>
-              </DropdownMenuItem>
-            }
-          />
-        ) : (
-          <>
-            <DropdownMenuItem disabled={!isComplete} onClick={onDownloadClick}>
-              <Download className="mr-2 h-4 w-4" />
-              <Trans>Download</Trans>
+        <EnvelopeDownloadDialog
+          envelopeId={row.envelopeId}
+          envelopeStatus={row.status}
+          token={recipient?.token}
+          trigger={
+            <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+              <div>
+                <Download className="mr-2 h-4 w-4" />
+                <Trans>Download</Trans>
+              </div>
             </DropdownMenuItem>
-
-            <DropdownMenuItem onClick={onDownloadOriginalClick}>
-              <FileDown className="mr-2 h-4 w-4" />
-              <Trans>Download Original</Trans>
-            </DropdownMenuItem>
-          </>
-        )}
+          }
+        />
 
         <DropdownMenuItem onClick={() => setDuplicateDialogOpen(true)}>
           <Copy className="mr-2 h-4 w-4" />
@@ -273,7 +202,8 @@ export const DocumentsTableActionDropdown = ({
       />
 
       <DocumentDuplicateDialog
-        id={row.id}
+        id={row.envelopeId}
+        token={recipient?.token}
         open={isDuplicateDialogOpen}
         onOpenChange={setDuplicateDialogOpen}
       />

apps/remix/app/components/tables/inbox-table.tsx

@@ -10,11 +10,9 @@ import { DateTime } from 'luxon';
 import { Link, useSearchParams } from 'react-router';
 import { match } from 'ts-pattern';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindInboxResponse } from '@documenso/trpc/server/document-router/find-inbox.types';
 import { Button } from '@documenso/ui/primitives/button';
@@ -28,6 +26,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { DocumentStatus } from '~/components/general/document/document-status';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
+import { EnvelopeDownloadDialog } from '../dialogs/envelope-download-dialog';
 import { StackAvatarsWithTooltip } from '../general/stack-avatars-with-tooltip';
 
 export type DocumentsTableProps = {
@@ -199,28 +198,6 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
     return null;
   }
 
-  const onDownloadClick = async () => {
-    try {
-      const document = await trpcClient.document.getDocumentByToken.query({
-        token: recipient.token,
-      });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        throw Error('No document available');
-      }
-
-      await downloadPDF({ documentData, fileName: row.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   // TODO: Consider if want to keep this logic for hiding viewing for CC'ers
   if (recipient?.role === RecipientRole.CC && isComplete === false) {
     return null;
@@ -230,6 +207,7 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
     isPending,
     isComplete,
     isSigned,
+    internalVersion: row.internalVersion,
   })
     .with({ isPending: true, isSigned: false }, () => (
       <Button className="w-32" asChild>
@@ -263,10 +241,17 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
       </Button>
     ))
     .with({ isComplete: true }, () => (
-      <Button className="w-32" onClick={onDownloadClick}>
-        <DownloadIcon className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
+      <EnvelopeDownloadDialog
+        envelopeId={row.envelopeId}
+        envelopeStatus={row.status}
+        token={recipient?.token}
+        trigger={
+          <Button className="w-32">
+            <DownloadIcon className="-ml-1 mr-2 inline h-4 w-4" />
+            <Trans>Download</Trans>
+          </Button>
+        }
+      />
     ))
     .otherwise(() => <div></div>);
 };

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id._index.tsx

@@ -147,8 +147,13 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
           <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
             <EnvelopeRenderProvider
               envelope={envelope}
-              fields={envelope.status == DocumentStatus.COMPLETED ? [] : envelope.fields}
-              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+              token={undefined}
+              fields={envelope.fields}
+              recipients={envelope.recipients}
+              overrideSettings={{
+                showRecipientSigningStatus: true,
+                showRecipientTooltip: true,
+              }}
             >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />
@@ -156,7 +161,10 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
 
               <Card className="rounded-xl before:rounded-xl" gradient>
                 <CardContent className="p-2">
-                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                  <PDFViewerKonvaLazy
+                    renderer="preview"
+                    customPageRenderer={EnvelopeGenericPageRenderer}
+                  />
                 </CardContent>
               </Card>
             </EnvelopeRenderProvider>
@@ -178,9 +186,10 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
               )}
 
               <PDFViewer
-                document={envelope}
+                envelopeItem={envelope.envelopeItems[0]}
+                token={undefined}
                 key={envelope.envelopeItems[0].id}
-                documentData={envelope.envelopeItems[0].documentData}
+                version="signed"
               />
             </CardContent>
           </Card>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.edit.tsx

@@ -101,8 +101,9 @@ export default function EnvelopeEditorPage({ params }: Route.ComponentProps) {
     <EnvelopeEditorProvider initialEnvelope={envelope}>
       <EnvelopeRenderProvider
         envelope={envelope}
+        token={undefined}
         fields={envelope.fields}
-        recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+        recipients={envelope.recipients}
       >
         <EnvelopeEditor />
       </EnvelopeRenderProvider>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates.$id._index.tsx

@@ -170,8 +170,12 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
           <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
             <EnvelopeRenderProvider
               envelope={envelope}
+              token={undefined}
               fields={envelope.fields}
-              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+              recipients={envelope.recipients}
+              overrideSettings={{
+                showRecipientTooltip: true,
+              }}
             >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />
@@ -179,7 +183,10 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
 
               <Card className="rounded-xl before:rounded-xl" gradient>
                 <CardContent className="p-2">
-                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                  <PDFViewerKonvaLazy
+                    renderer="preview"
+                    customPageRenderer={EnvelopeGenericPageRenderer}
+                  />
                 </CardContent>
               </Card>
             </EnvelopeRenderProvider>
@@ -200,9 +207,10 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
               />
 
               <PDFViewer
-                document={envelope}
+                envelopeItem={envelope.envelopeItems[0]}
+                token={undefined}
+                version="signed"
                 key={envelope.envelopeItems[0].id}
-                documentData={envelope.envelopeItems[0].documentData}
               />
             </CardContent>
           </Card>

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;
       }
 
@@ -188,6 +184,7 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
       <DocumentSigningAuthProvider
         documentAuthOptions={template.authOptions}
         recipient={directTemplateRecipient}
+        isDirectTemplate={true}
         user={user}
       >
         <>
@@ -226,20 +223,21 @@ 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}
     >
@@ -248,7 +246,7 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
         recipient={recipient}
         user={user}
       >
-        <EnvelopeRenderProvider envelope={envelope}>
+        <EnvelopeRenderProvider envelope={envelope} token={recipient.token}>
           <DocumentSigningPageViewV2 />
         </EnvelopeRenderProvider>
       </DocumentSigningAuthProvider>

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

@@ -492,7 +492,7 @@ const SigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV2Loade
         recipient={recipient}
         user={user}
       >
-        <EnvelopeRenderProvider envelope={envelope}>
+        <EnvelopeRenderProvider envelope={envelope} token={recipient.token}>
           <DocumentSigningPageViewV2 />
         </EnvelopeRenderProvider>
       </DocumentSigningAuthProvider>

apps/remix/app/routes/_recipient+/sign.$token+/complete.tsx

@@ -1,10 +1,9 @@
 import { useEffect } from 'react';
 
-import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
-import { CheckCircle2, Clock8, FileSearch } from 'lucide-react';
+import { CheckCircle2, Clock8, DownloadIcon } from 'lucide-react';
 import { Link, useRevalidator } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -20,14 +19,13 @@ import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-emai
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { env } from '@documenso/lib/utils/env';
 import type { Document } from '@documenso/prisma/types/document-legacy-schema';
-import DocumentDialog from '@documenso/ui/components/document/document-dialog';
-import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 import { cn } from '@documenso/ui/lib/utils';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 import { ClaimAccount } from '~/components/general/claim-account';
 import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
 
@@ -207,24 +205,16 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
           <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
             <DocumentShareButton documentId={document.id} token={recipient.token} />
 
-            {isDocumentCompleted(document.status) ? (
-              <DocumentDownloadButton
-                className="flex-1"
-                fileName={document.title}
-                documentData={document.documentData}
-                disabled={!isDocumentCompleted(document.status)}
-              />
-            ) : (
-              <DocumentDialog
-                documentData={document.documentData}
+            {isDocumentCompleted(document.status) && (
+              <EnvelopeDownloadDialog
+                envelopeId={document.envelopeId}
+                envelopeStatus={document.status}
+                envelopeItems={document.envelopeItems}
+                token={recipient?.token}
                 trigger={
-                  <Button
-                    className="text-[11px]"
-                    title={_(msg`Signatures will appear once the document has been completed`)}
-                    variant="outline"
-                  >
-                    <FileSearch className="mr-2 h-5 w-5" strokeWidth={1.7} />
-                    <Trans>View Original Document</Trans>
+                  <Button type="button" variant="outline" className="flex-1">
+                    <DownloadIcon className="mr-2 h-5 w-5" />
+                    <Trans>Download</Trans>
                   </Button>
                 }
               />

apps/remix/app/routes/_share+/share.$slug.tsx

@@ -60,6 +60,7 @@ export const loader = async ({ request, params: { slug } }: Route.LoaderArgs) =>
 
     return {
       document,
+      token: slug,
     };
   }
 
@@ -74,7 +75,7 @@ export const loader = async ({ request, params: { slug } }: Route.LoaderArgs) =>
 };
 
 export default function SharePage() {
-  const { document } = useLoaderData<typeof loader>();
+  const { document, token } = useLoaderData<typeof loader>();
 
   if (document) {
     return (
@@ -86,6 +87,7 @@ export default function SharePage() {
         envelopeItems={document.envelopeItems}
         recipientCount={document.recipientCount}
         completedDate={document.completedAt ?? undefined}
+        token={token}
       />
     );
   }

apps/remix/app/routes/_unauthenticated+/signin.tsx

@@ -1,3 +1,5 @@
+import { useEffect, useState } from 'react';
+
 import { Trans } from '@lingui/react/macro';
 import { Link, redirect } from 'react-router';
 
@@ -9,6 +11,7 @@ import {
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
 import { env } from '@documenso/lib/utils/env';
+import { isValidReturnTo, normalizeReturnTo } from '@documenso/lib/utils/is-valid-return-to';
 
 import { SignInForm } from '~/components/forms/signin';
 import { appMetaTags } from '~/utils/meta';
@@ -28,8 +31,12 @@ export async function loader({ request }: Route.LoaderArgs) {
   const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
 
+  let returnTo = new URL(request.url).searchParams.get('returnTo') ?? undefined;
+
+  returnTo = isValidReturnTo(returnTo) ? normalizeReturnTo(returnTo) : undefined;
+
   if (isAuthenticated) {
-    throw redirect('/');
+    throw redirect(returnTo || '/');
   }
 
   return {
@@ -37,12 +44,28 @@ export async function loader({ request }: Route.LoaderArgs) {
     isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     oidcProviderLabel,
+    returnTo,
   };
 }
 
 export default function SignIn({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } =
-    loaderData;
+  const {
+    isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
+    isOIDCSSOEnabled,
+    oidcProviderLabel,
+    returnTo,
+  } = loaderData;
+
+  const [isEmbeddedRedirect, setIsEmbeddedRedirect] = useState(false);
+
+  useEffect(() => {
+    const hash = window.location.hash.slice(1);
+
+    const params = new URLSearchParams(hash);
+
+    setIsEmbeddedRedirect(params.get('embedded') === 'true');
+  }, []);
 
   return (
     <div className="w-screen max-w-lg px-4">
@@ -61,13 +84,17 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
           isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}
           oidcProviderLabel={oidcProviderLabel}
+          returnTo={returnTo}
         />
 
-        {env('NEXT_PUBLIC_DISABLE_SIGNUP') !== 'true' && (
+        {!isEmbeddedRedirect && env('NEXT_PUBLIC_DISABLE_SIGNUP') !== 'true' && (
           <p className="text-muted-foreground mt-6 text-center text-sm">
             <Trans>
               Don't have an account?{' '}
-              <Link to="/signup" className="text-documenso-700 duration-200 hover:opacity-70">
+              <Link
+                to={returnTo ? `/signup?returnTo=${encodeURIComponent(returnTo)}` : '/signup'}
+                className="text-documenso-700 duration-200 hover:opacity-70"
+              >
                 Sign up
               </Link>
             </Trans>

apps/remix/app/routes/_unauthenticated+/signup.tsx

@@ -6,6 +6,7 @@ import {
   IS_OIDC_SSO_ENABLED,
 } from '@documenso/lib/constants/auth';
 import { env } from '@documenso/lib/utils/env';
+import { isValidReturnTo, normalizeReturnTo } from '@documenso/lib/utils/is-valid-return-to';
 
 import { SignUpForm } from '~/components/forms/signup';
 import { appMetaTags } from '~/utils/meta';
@@ -16,7 +17,7 @@ export function meta() {
   return appMetaTags('Sign Up');
 }
 
-export function loader() {
+export function loader({ request }: Route.LoaderArgs) {
   const NEXT_PUBLIC_DISABLE_SIGNUP = env('NEXT_PUBLIC_DISABLE_SIGNUP');
 
   // SSR env variables.
@@ -28,15 +29,20 @@ export function loader() {
     throw redirect('/signin');
   }
 
+  let returnTo = new URL(request.url).searchParams.get('returnTo') ?? undefined;
+
+  returnTo = isValidReturnTo(returnTo) ? normalizeReturnTo(returnTo) : undefined;
+
   return {
     isGoogleSSOEnabled,
     isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
+    returnTo,
   };
 }
 
 export default function SignUp({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled } = loaderData;
+  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, returnTo } = loaderData;
 
   return (
     <SignUpForm
@@ -44,6 +50,7 @@ export default function SignUp({ loaderData }: Route.ComponentProps) {
       isGoogleSSOEnabled={isGoogleSSOEnabled}
       isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
       isOIDCSSOEnabled={isOIDCSSOEnabled}
+      returnTo={returnTo}
     />
   );
 }

apps/remix/app/routes/embed+/_v0+/_layout.tsx

@@ -2,11 +2,14 @@ import { Outlet, isRouteErrorResponse, useRouteError } from 'react-router';
 
 import {
   IS_GOOGLE_SSO_ENABLED,
+  IS_MICROSOFT_SSO_ENABLED,
   IS_OIDC_SSO_ENABLED,
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
 
 import { EmbedAuthenticationRequired } from '~/components/embed/embed-authentication-required';
+import { EmbedDocumentCompleted } from '~/components/embed/embed-document-completed';
+import { EmbedDocumentRejected } from '~/components/embed/embed-document-rejected';
 import { EmbedDocumentWaitingForTurn } from '~/components/embed/embed-document-waiting-for-turn';
 import { EmbedPaywall } from '~/components/embed/embed-paywall';
 
@@ -29,11 +32,13 @@ export function headers({ loaderHeaders }: Route.HeadersArgs) {
 export function loader() {
   // SSR env variables.
   const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED;
+  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED;
   const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
 
   return {
     isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     oidcProviderLabel,
   };
@@ -44,15 +49,19 @@ export default function Layout() {
 }
 
 export function ErrorBoundary({ loaderData }: Route.ErrorBoundaryProps) {
-  const { isGoogleSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } = loaderData || {};
+  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } =
+    loaderData || {};
 
   const error = useRouteError();
 
+  console.log({ routeError: error });
+
   if (isRouteErrorResponse(error)) {
     if (error.status === 401 && error.data.type === 'embed-authentication-required') {
       return (
         <EmbedAuthenticationRequired
           isGoogleSSOEnabled={isGoogleSSOEnabled}
+          isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}
           oidcProviderLabel={oidcProviderLabel}
           email={error.data.email}
@@ -68,6 +77,16 @@ export function ErrorBoundary({ loaderData }: Route.ErrorBoundaryProps) {
     if (error.status === 403 && error.data.type === 'embed-waiting-for-turn') {
       return <EmbedDocumentWaitingForTurn />;
     }
+
+    // !: Not used at the moment, may be removed in the future.
+    if (error.status === 403 && error.data.type === 'embed-document-rejected') {
+      return <EmbedDocumentRejected />;
+    }
+
+    // !: Not used at the moment, may be removed in the future.
+    if (error.status === 403 && error.data.type === 'embed-document-completed') {
+      return <EmbedDocumentCompleted name={error.data.name} signature={error.data.signature} />;
+    }
   }
 
   return <div>Not Found</div>;

apps/remix/app/routes/embed+/_v0+/direct.$token.tsx

@@ -0,0 +1,332 @@
+import { data } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+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 { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
+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';
+import { prisma } from '@documenso/prisma';
+
+import { EmbedDirectTemplateClientPage } from '~/components/embed/embed-direct-template-client-page';
+import { EmbedSignDocumentV2ClientPage } from '~/components/embed/embed-document-signing-page-v2';
+import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
+import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
+import { DocumentSigningRecipientProvider } from '~/components/general/document-signing/document-signing-recipient-provider';
+import { EnvelopeSigningProvider } from '~/components/general/document-signing/envelope-signing-provider';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import type { Route } from './+types/direct.$token';
+
+async function handleV1Loader({ params, request }: Route.LoaderArgs) {
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const template = await getTemplateByDirectLinkToken({
+    token,
+  }).catch(() => null);
+
+  // `template.directLink` is always available but we're doing this to
+  // satisfy the type checker.
+  if (!template || !template.directLink) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: template.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  // TODO: Make this more robust, we need to ensure the owner is either
+  // TODO: the member of a team that has an active subscription, is an early
+  // TODO: adopter or is an enterprise user.
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { user } = await getOptionalSession(request);
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: template.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((auth) =>
+    match(auth)
+      .with(DocumentAccessAuth.ACCOUNT, () => !!user)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => false) // Not supported for direct links
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        returnTo: `/embed/direct/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const { directTemplateRecipientId } = template.directLink;
+
+  const recipient = template.recipients.find(
+    (recipient) => recipient.id === directTemplateRecipientId,
+  );
+
+  if (!recipient) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const fields = template.fields.filter((field) => field.recipientId === directTemplateRecipientId);
+
+  return {
+    token,
+    user,
+    template,
+    recipient,
+    fields,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+async function handleV2Loader({ params, request }: Route.LoaderArgs) {
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const { user } = await getOptionalSession(request);
+
+  const envelopeForSigning = await getEnvelopeForDirectTemplateSigning({
+    token,
+    userId: user?.id,
+  })
+    .then((envelopeForSigning) => {
+      return {
+        isDocumentAccessValid: true,
+        ...envelopeForSigning,
+      } as const;
+    })
+    .catch(async (e) => {
+      const error = AppError.parseError(e);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
+
+        return {
+          isDocumentAccessValid: false,
+          ...requiredAccessData,
+        } as const;
+      }
+
+      throw new Response('Not Found', { status: 404 });
+    });
+
+  if (!envelopeForSigning.isDocumentAccessValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: envelopeForSigning.recipientEmail,
+        returnTo: `/embed/direct/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const { envelope, recipient } = envelopeForSigning;
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: envelope.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
+    match(accesssAuth)
+      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => false) // Not supported for direct links
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: user?.email || recipient.email,
+        returnTo: `/embed/direct/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  return {
+    token,
+    user,
+    envelopeForSigning,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+export async function loader(loaderArgs: Route.LoaderArgs) {
+  const { token } = loaderArgs.params;
+
+  if (!token) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  // Not efficient but works for now until we remove v1.
+  const foundDirectLink = await prisma.templateDirectLink.findFirst({
+    where: {
+      token,
+    },
+    select: {
+      envelope: {
+        select: {
+          internalVersion: true,
+        },
+      },
+    },
+  });
+
+  if (!foundDirectLink) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  if (foundDirectLink.envelope.internalVersion === 2) {
+    const payloadV2 = await handleV2Loader(loaderArgs);
+
+    return superLoaderJson({
+      version: 2,
+      payload: payloadV2,
+    } as const);
+  }
+
+  const payloadV1 = await handleV1Loader(loaderArgs);
+
+  return superLoaderJson({
+    version: 1,
+    payload: payloadV1,
+  } as const);
+}
+
+export default function EmbedDirectTemplatePage() {
+  const { version, payload } = useSuperLoaderData<typeof loader>();
+
+  if (version === 1) {
+    return <EmbedDirectTemplatePageV1 data={payload} />;
+  }
+
+  return <EmbedDirectTemplatePageV2 data={payload} />;
+}
+
+const EmbedDirectTemplatePageV1 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV1Loader>>;
+}) => {
+  const { token, user, template, recipient, fields, hidePoweredBy, allowEmbedSigningWhitelabel } =
+    data;
+
+  return (
+    <DocumentSigningProvider
+      email={user?.email}
+      fullName={user?.name}
+      signature={user?.signature}
+      typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={template.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <DocumentSigningRecipientProvider recipient={recipient}>
+          <EmbedDirectTemplateClientPage
+            token={token}
+            envelopeId={template.envelopeId}
+            updatedAt={template.updatedAt}
+            envelopeItems={template.envelopeItems}
+            recipient={recipient}
+            fields={fields}
+            metadata={template.templateMeta}
+            hidePoweredBy={hidePoweredBy}
+            allowWhiteLabelling={allowEmbedSigningWhitelabel}
+          />
+        </DocumentSigningRecipientProvider>
+      </DocumentSigningAuthProvider>
+    </DocumentSigningProvider>
+  );
+};
+
+const EmbedDirectTemplatePageV2 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV2Loader>>;
+}) => {
+  const { token, user, envelopeForSigning, hidePoweredBy, allowEmbedSigningWhitelabel } = data;
+
+  const { envelope, recipient } = envelopeForSigning;
+
+  return (
+    <EnvelopeSigningProvider
+      envelopeData={envelopeForSigning}
+      email={user?.email}
+      fullName={user?.name}
+      signature={user?.signature}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={envelope.authOptions}
+        recipient={recipient}
+        user={user}
+        isDirectTemplate={true}
+      >
+        <EnvelopeRenderProvider envelope={envelope} token={recipient.token}>
+          <EmbedSignDocumentV2ClientPage
+            hidePoweredBy={hidePoweredBy}
+            allowWhitelabelling={allowEmbedSigningWhitelabel}
+          />
+        </EnvelopeRenderProvider>
+      </DocumentSigningAuthProvider>
+    </EnvelopeSigningProvider>
+  );
+};

apps/remix/app/routes/embed+/_v0+/direct.$url.tsx

@@ -1,138 +0,0 @@
-import { data } from 'react-router';
-import { match } from 'ts-pattern';
-
-import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
-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';
-
-import { EmbedDirectTemplateClientPage } from '~/components/embed/embed-direct-template-client-page';
-import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
-import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
-import { DocumentSigningRecipientProvider } from '~/components/general/document-signing/document-signing-recipient-provider';
-import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
-
-import type { Route } from './+types/direct.$url';
-
-export async function loader({ params, request }: Route.LoaderArgs) {
-  if (!params.url) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const token = params.url;
-
-  const template = await getTemplateByDirectLinkToken({
-    token,
-  }).catch(() => null);
-
-  // `template.directLink` is always available but we're doing this to
-  // satisfy the type checker.
-  if (!template || !template.directLink) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: template.teamId });
-
-  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
-  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
-
-  // TODO: Make this more robust, we need to ensure the owner is either
-  // TODO: the member of a team that has an active subscription, is an early
-  // TODO: adopter or is an enterprise user.
-  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
-    throw data(
-      {
-        type: 'embed-paywall',
-      },
-      {
-        status: 403,
-      },
-    );
-  }
-
-  const { user } = await getOptionalSession(request);
-
-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: template.authOptions,
-  });
-
-  const isAccessAuthValid = derivedRecipientAccessAuth.every((auth) =>
-    match(auth)
-      .with(DocumentAccessAuth.ACCOUNT, () => !!user)
-      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => false) // Not supported for direct links
-      .exhaustive(),
-  );
-
-  if (!isAccessAuthValid) {
-    throw data(
-      {
-        type: 'embed-authentication-required',
-        email: user?.email,
-        returnTo: `/embed/direct/${token}`,
-      },
-      {
-        status: 401,
-      },
-    );
-  }
-
-  const { directTemplateRecipientId } = template.directLink;
-
-  const recipient = template.recipients.find(
-    (recipient) => recipient.id === directTemplateRecipientId,
-  );
-
-  if (!recipient) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const fields = template.fields.filter((field) => field.recipientId === directTemplateRecipientId);
-
-  return superLoaderJson({
-    token,
-    user,
-    template,
-    recipient,
-    fields,
-    hidePoweredBy,
-    allowEmbedSigningWhitelabel,
-  });
-}
-
-export default function EmbedDirectTemplatePage() {
-  const { token, user, template, recipient, fields, hidePoweredBy, allowEmbedSigningWhitelabel } =
-    useSuperLoaderData<typeof loader>();
-
-  return (
-    <DocumentSigningProvider
-      email={user?.email}
-      fullName={user?.name}
-      signature={user?.signature}
-      typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
-      uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
-      drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
-    >
-      <DocumentSigningAuthProvider
-        documentAuthOptions={template.authOptions}
-        recipient={recipient}
-        user={user}
-      >
-        <DocumentSigningRecipientProvider recipient={recipient}>
-          <EmbedDirectTemplateClientPage
-            token={token}
-            envelopeId={template.envelopeId}
-            updatedAt={template.updatedAt}
-            documentData={template.templateDocumentData}
-            recipient={recipient}
-            fields={fields}
-            metadata={template.templateMeta}
-            hidePoweredBy={hidePoweredBy}
-            allowWhiteLabelling={allowEmbedSigningWhitelabel}
-          />
-        </DocumentSigningRecipientProvider>
-      </DocumentSigningAuthProvider>
-    </DocumentSigningProvider>
-  );
-}

apps/remix/app/routes/embed+/_v0+/sign.$token.tsx

@@ -0,0 +1,394 @@
+import { RecipientRole } from '@prisma/client';
+import { data } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
+import { getEnvelopeForRecipientSigning } from '@documenso/lib/server-only/envelope/get-envelope-for-recipient-signing';
+import { getEnvelopeRequiredAccessData } from '@documenso/lib/server-only/envelope/get-envelope-required-access-data';
+import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
+import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
+import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
+import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
+import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
+import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+
+import { EmbedSignDocumentV1ClientPage } from '~/components/embed/embed-document-signing-page-v1';
+import { EmbedSignDocumentV2ClientPage } from '~/components/embed/embed-document-signing-page-v2';
+import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
+import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
+import { EnvelopeSigningProvider } from '~/components/general/document-signing/envelope-signing-provider';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import { getOptionalLoaderContext } from '../../../../server/utils/get-loader-session';
+import type { Route } from './+types/sign.$token';
+
+async function handleV1Loader({ params, request }: Route.LoaderArgs) {
+  const { requestMetadata } = getOptionalLoaderContext();
+
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const { user } = await getOptionalSession(request);
+
+  const [document, fields, recipient, completedFields] = await Promise.all([
+    getDocumentAndSenderByToken({
+      token,
+      userId: user?.id,
+      requireAccessAuth: false,
+    }).catch(() => null),
+    getFieldsForToken({ token }),
+    getRecipientByToken({ token }).catch(() => null),
+    getCompletedFieldsForToken({ token }).catch(() => []),
+  ]);
+
+  // `document.directLink` is always available but we're doing this to
+  // satisfy the type checker.
+  if (!document || !recipient) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: document.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  // TODO: Make this more robust, we need to ensure the owner is either
+  // TODO: the member of a team that has an active subscription, is an early
+  // TODO: adopter or is an enterprise user.
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
+    match(accesssAuth)
+      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true) // Allow without account requirement
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: user?.email || recipient.email,
+        returnTo: `/embed/sign/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const isRecipientsTurnToSign = await getIsRecipientsTurnToSign({ token });
+
+  if (!isRecipientsTurnToSign) {
+    throw data(
+      {
+        type: 'embed-waiting-for-turn',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  await viewedDocument({
+    token,
+    requestMetadata,
+    recipientAccessAuth: derivedRecipientAccessAuth,
+  });
+
+  const allRecipients =
+    recipient.role === RecipientRole.ASSISTANT
+      ? await getRecipientsForAssistant({
+          token,
+        })
+      : [];
+
+  return {
+    token,
+    user,
+    document,
+    allRecipients,
+    recipient,
+    fields,
+    completedFields,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+async function handleV2Loader({ params, request }: Route.LoaderArgs) {
+  const { requestMetadata } = getOptionalLoaderContext();
+
+  if (!params.token) {
+    throw new Response('Not found', { status: 404 });
+  }
+
+  const token = params.token;
+
+  const { user } = await getOptionalSession(request);
+
+  const envelopeForSigning = await getEnvelopeForRecipientSigning({
+    token,
+    userId: user?.id,
+  })
+    .then((envelopeForSigning) => {
+      return {
+        isDocumentAccessValid: true,
+        ...envelopeForSigning,
+      } as const;
+    })
+    .catch(async (e) => {
+      const error = AppError.parseError(e);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
+
+        return {
+          isDocumentAccessValid: false,
+          ...requiredAccessData,
+        } as const;
+      }
+
+      throw new Response('Not Found', { status: 404 });
+    });
+
+  if (!envelopeForSigning.isDocumentAccessValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: envelopeForSigning.recipientEmail,
+        returnTo: `/embed/sign/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  const { envelope, recipient, isRecipientsTurn } = envelopeForSigning;
+
+  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: envelope.teamId });
+
+  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
+  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
+
+  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
+    throw data(
+      {
+        type: 'embed-paywall',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  if (!isRecipientsTurn) {
+    throw data(
+      {
+        type: 'embed-waiting-for-turn',
+      },
+      {
+        status: 403,
+      },
+    );
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
+    match(accesssAuth)
+      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true)
+      .exhaustive(),
+  );
+
+  if (!isAccessAuthValid) {
+    throw data(
+      {
+        type: 'embed-authentication-required',
+        email: user?.email || recipient.email,
+        returnTo: `/embed/sign/${token}`,
+      },
+      {
+        status: 401,
+      },
+    );
+  }
+
+  await viewedDocument({
+    token,
+    requestMetadata,
+    recipientAccessAuth: derivedRecipientAccessAuth,
+  }).catch(() => null);
+
+  return {
+    token,
+    user,
+    envelopeForSigning,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  };
+}
+
+export async function loader(loaderArgs: Route.LoaderArgs) {
+  const { token } = loaderArgs.params;
+
+  if (!token) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  // Not efficient but works for now until we remove v1.
+  const foundRecipient = await prisma.recipient.findFirst({
+    where: {
+      token,
+    },
+    select: {
+      envelope: {
+        select: {
+          internalVersion: true,
+        },
+      },
+    },
+  });
+
+  if (!foundRecipient) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  if (foundRecipient.envelope.internalVersion === 2) {
+    const payloadV2 = await handleV2Loader(loaderArgs);
+
+    return superLoaderJson({
+      version: 2,
+      payload: payloadV2,
+    } as const);
+  }
+
+  const payloadV1 = await handleV1Loader(loaderArgs);
+
+  return superLoaderJson({
+    version: 1,
+    payload: payloadV1,
+  } as const);
+}
+
+export default function EmbedSignDocumentPage() {
+  const { version, payload } = useSuperLoaderData<typeof loader>();
+
+  if (version === 1) {
+    return <EmbedSignDocumentPageV1 data={payload} />;
+  }
+
+  return <EmbedSignDocumentPageV2 data={payload} />;
+}
+
+const EmbedSignDocumentPageV1 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV1Loader>>;
+}) => {
+  const {
+    token,
+    user,
+    document,
+    allRecipients,
+    recipient,
+    fields,
+    completedFields,
+    hidePoweredBy,
+    allowEmbedSigningWhitelabel,
+  } = data;
+
+  return (
+    <DocumentSigningProvider
+      email={recipient.email}
+      fullName={user?.email === recipient.email ? user?.name : recipient.name}
+      signature={user?.email === recipient.email ? user?.signature : undefined}
+      typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={document.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <EmbedSignDocumentV1ClientPage
+          token={token}
+          documentId={document.id}
+          envelopeId={document.envelopeId}
+          envelopeItems={document.envelopeItems}
+          recipient={recipient}
+          fields={fields}
+          completedFields={completedFields}
+          metadata={document.documentMeta}
+          isCompleted={isDocumentCompleted(document.status)}
+          hidePoweredBy={hidePoweredBy}
+          allowWhitelabelling={allowEmbedSigningWhitelabel}
+          allRecipients={allRecipients}
+        />
+      </DocumentSigningAuthProvider>
+    </DocumentSigningProvider>
+  );
+};
+
+const EmbedSignDocumentPageV2 = ({
+  data,
+}: {
+  data: Awaited<ReturnType<typeof handleV2Loader>>;
+}) => {
+  const { token, user, envelopeForSigning, hidePoweredBy, allowEmbedSigningWhitelabel } = data;
+
+  const { envelope, recipient } = envelopeForSigning;
+
+  return (
+    <EnvelopeSigningProvider
+      envelopeData={envelopeForSigning}
+      email={recipient.email}
+      fullName={user?.email === recipient.email ? user?.name : recipient.name}
+      signature={user?.email === recipient.email ? user?.signature : undefined}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={envelope.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <EnvelopeRenderProvider envelope={envelope} token={token}>
+          <EmbedSignDocumentV2ClientPage
+            hidePoweredBy={hidePoweredBy}
+            allowWhitelabelling={allowEmbedSigningWhitelabel}
+          />
+        </EnvelopeRenderProvider>
+      </DocumentSigningAuthProvider>
+    </EnvelopeSigningProvider>
+  );
+};

apps/remix/app/routes/embed+/_v0+/sign.$url.tsx

@@ -1,181 +0,0 @@
-import { RecipientRole } from '@prisma/client';
-import { data } from 'react-router';
-import { getOptionalLoaderContext } from 'server/utils/get-loader-session';
-import { match } from 'ts-pattern';
-
-import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
-import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
-import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
-import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
-import { getOrganisationClaimByTeamId } from '@documenso/lib/server-only/organisation/get-organisation-claims';
-import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
-import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
-import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
-import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
-import { isDocumentCompleted } from '@documenso/lib/utils/document';
-import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-
-import { EmbedSignDocumentClientPage } from '~/components/embed/embed-document-signing-page';
-import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
-import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
-import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
-
-import type { Route } from './+types/sign.$url';
-
-export async function loader({ params, request }: Route.LoaderArgs) {
-  const { requestMetadata } = getOptionalLoaderContext();
-
-  if (!params.url) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const token = params.url;
-
-  const { user } = await getOptionalSession(request);
-
-  const [document, fields, recipient, completedFields] = await Promise.all([
-    getDocumentAndSenderByToken({
-      token,
-      userId: user?.id,
-      requireAccessAuth: false,
-    }).catch(() => null),
-    getFieldsForToken({ token }),
-    getRecipientByToken({ token }).catch(() => null),
-    getCompletedFieldsForToken({ token }).catch(() => []),
-  ]);
-
-  // `document.directLink` is always available but we're doing this to
-  // satisfy the type checker.
-  if (!document || !recipient) {
-    throw new Response('Not found', { status: 404 });
-  }
-
-  const organisationClaim = await getOrganisationClaimByTeamId({ teamId: document.teamId });
-
-  const allowEmbedSigningWhitelabel = organisationClaim.flags.embedSigningWhiteLabel;
-  const hidePoweredBy = organisationClaim.flags.hidePoweredBy;
-
-  // TODO: Make this more robust, we need to ensure the owner is either
-  // TODO: the member of a team that has an active subscription, is an early
-  // TODO: adopter or is an enterprise user.
-  if (IS_BILLING_ENABLED() && !organisationClaim.flags.embedSigning) {
-    throw data(
-      {
-        type: 'embed-paywall',
-      },
-      {
-        status: 403,
-      },
-    );
-  }
-
-  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
-    documentAuth: document.authOptions,
-  });
-
-  const isAccessAuthValid = derivedRecipientAccessAuth.every((accesssAuth) =>
-    match(accesssAuth)
-      .with(DocumentAccessAuth.ACCOUNT, () => user && user.email === recipient.email)
-      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true) // Allow without account requirement
-      .exhaustive(),
-  );
-
-  if (!isAccessAuthValid) {
-    throw data(
-      {
-        type: 'embed-authentication-required',
-        email: user?.email || recipient.email,
-        returnTo: `/embed/sign/${token}`,
-      },
-      {
-        status: 401,
-      },
-    );
-  }
-
-  const isRecipientsTurnToSign = await getIsRecipientsTurnToSign({ token });
-
-  if (!isRecipientsTurnToSign) {
-    throw data(
-      {
-        type: 'embed-waiting-for-turn',
-      },
-      {
-        status: 403,
-      },
-    );
-  }
-
-  await viewedDocument({
-    token,
-    requestMetadata,
-    recipientAccessAuth: derivedRecipientAccessAuth,
-  });
-
-  const allRecipients =
-    recipient.role === RecipientRole.ASSISTANT
-      ? await getRecipientsForAssistant({
-          token,
-        })
-      : [];
-
-  return superLoaderJson({
-    token,
-    user,
-    document,
-    allRecipients,
-    recipient,
-    fields,
-    completedFields,
-    hidePoweredBy,
-    allowEmbedSigningWhitelabel,
-  });
-}
-
-export default function EmbedSignDocumentPage() {
-  const {
-    token,
-    user,
-    document,
-    allRecipients,
-    recipient,
-    fields,
-    completedFields,
-    hidePoweredBy,
-    allowEmbedSigningWhitelabel,
-  } = useSuperLoaderData<typeof loader>();
-
-  return (
-    <DocumentSigningProvider
-      email={recipient.email}
-      fullName={user?.email === recipient.email ? user?.name : recipient.name}
-      signature={user?.email === recipient.email ? user?.signature : undefined}
-      typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
-      uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
-      drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
-    >
-      <DocumentSigningAuthProvider
-        documentAuthOptions={document.authOptions}
-        recipient={recipient}
-        user={user}
-      >
-        <EmbedSignDocumentClientPage
-          token={token}
-          documentId={document.id}
-          envelopeId={document.envelopeId}
-          documentData={document.documentData}
-          recipient={recipient}
-          fields={fields}
-          completedFields={completedFields}
-          metadata={document.documentMeta}
-          isCompleted={isDocumentCompleted(document.status)}
-          hidePoweredBy={hidePoweredBy}
-          allowWhitelabelling={allowEmbedSigningWhitelabel}
-          allRecipients={allRecipients}
-        />
-      </DocumentSigningAuthProvider>
-    </DocumentSigningProvider>
-  );
-}

apps/remix/app/routes/embed+/v1+/multisign+/_index.tsx

@@ -67,6 +67,7 @@ export async function loader({ request }: Route.LoaderArgs) {
 export default function MultisignPage() {
   const { envelopes, user, hidePoweredBy, allowWhitelabelling } =
     useSuperLoaderData<typeof loader>();
+
   const revalidator = useRevalidator();
 
   const [selectedDocument, setSelectedDocument] = useState<

apps/remix/app/utils/field-signing/checkbox-field.ts

@@ -1,5 +1,6 @@
 import { FieldType } from '@prisma/client';
 
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TFieldCheckbox } from '@documenso/lib/types/field';
 import { parseCheckboxCustomText } from '@documenso/lib/utils/fields';
@@ -44,6 +45,13 @@ export const handleCheckboxFieldClick = async (
 
   let checkedValues: number[] | null = newValues.filter((v) => v.isChecked).map((v) => v.index);
 
+  if (checkedValues.length === 0) {
+    return {
+      type: FieldType.CHECKBOX,
+      value: [],
+    };
+  }
+
   if (validationRule && validationLength) {
     const checkboxValidationRule = checkboxValidationSigns.find(
       (sign) => sign.label === validationRule,
@@ -55,12 +63,33 @@ export const handleCheckboxFieldClick = async (
       });
     }
 
-    checkedValues = await SignFieldCheckboxDialog.call({
-      fieldMeta: field.fieldMeta,
-      validationRule: checkboxValidationRule.value,
+    // Custom logic to make it flow better.
+    // If "at most" OR "exactly" 1 value then just return the new selected value if exists.
+    if (
+      (checkboxValidationRule.value === '=' || checkboxValidationRule.value === '<=') &&
+      validationLength === 1
+    ) {
+      return {
+        type: FieldType.CHECKBOX,
+        value: [clickedCheckboxIndex],
+      };
+    }
+
+    const isValid = validateCheckboxLength(
+      checkedValues.length,
+      checkboxValidationRule.value,
       validationLength,
-      preselectedIndices: currentCheckedIndices,
-    });
+    );
+
+    // Only render validation dialog if validation is invalid.
+    if (!isValid) {
+      checkedValues = await SignFieldCheckboxDialog.call({
+        fieldMeta: field.fieldMeta,
+        validationRule: checkboxValidationRule.value,
+        validationLength,
+        preselectedIndices: checkedValues,
+      });
+    }
   }
 
   if (!checkedValues) {

apps/remix/package.json

@@ -14,8 +14,6 @@
     "with:env": "dotenv -e ../../.env -e ../../.env.local --"
   },
   "dependencies": {
-    "@ai-sdk/google": "^2.0.25",
-    "@ai-sdk/react": "^2.0.82",
     "@cantoo/pdf-lib": "^2.5.2",
     "@documenso/api": "*",
     "@documenso/assets": "*",
@@ -27,6 +25,7 @@
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
     "@epic-web/remember": "^1.1.0",
+    "@faker-js/faker": "^10.1.0",
     "@hono/node-server": "^1.13.7",
     "@hono/trpc-server": "^0.3.4",
     "@hookform/resolvers": "^3.1.0",
@@ -40,9 +39,9 @@
     "@react-router/serve": "^7.6.0",
     "@simplewebauthn/browser": "^9.0.1",
     "@simplewebauthn/server": "^9.0.3",
-    "ai": "^5.0.82",
     "autoprefixer": "^10.4.13",
     "colord": "^2.9.3",
+    "content-disposition": "^0.5.4",
     "framer-motion": "^10.12.8",
     "hono": "4.7.0",
     "hono-rate-limiter": "^0.4.2",
@@ -71,7 +70,6 @@
     "remix-themes": "^2.0.4",
     "satori": "^0.12.1",
     "sharp": "0.32.6",
-    "skia-canvas": "^3.0.8",
     "tailwindcss": "^3.4.15",
     "ts-pattern": "^5.0.5",
     "ua-parser-js": "^1.0.37",
@@ -90,6 +88,7 @@
     "@rollup/plugin-node-resolve": "^16.0.0",
     "@rollup/plugin-typescript": "^12.1.2",
     "@simplewebauthn/types": "^9.0.1",
+    "@types/content-disposition": "^0.5.9",
     "@types/formidable": "^2.0.6",
     "@types/luxon": "^3.3.1",
     "@types/node": "^20",
@@ -107,5 +106,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "1.13.1"
+  "version": "2.0.5"
 }

apps/remix/server/api/ai.ts

@@ -1,420 +0,0 @@
-// sort-imports-ignore
-
-// ---- PATCH pdfjs-dist's canvas require BEFORE importing it ----
-import { createRequire } from 'module';
-import { fileURLToPath } from 'url';
-import { Canvas, Image } from 'skia-canvas';
-
-const require = createRequire(import.meta.url || fileURLToPath(new URL('.', import.meta.url)));
-const Module = require('module');
-
-const originalRequire = Module.prototype.require;
-Module.prototype.require = function (path: string) {
-  if (path === 'canvas') {
-    return {
-      createCanvas: (width: number, height: number) => new Canvas(width, height),
-      Image, // needed by pdfjs-dist
-    };
-  }
-  // eslint-disable-next-line prefer-rest-params, @typescript-eslint/consistent-type-assertions
-  return originalRequire.apply(this, arguments as unknown as [string]);
-};
-
-// Use dynamic require to bypass Vite SSR transformation
-// eslint-disable-next-line @typescript-eslint/no-var-requires
-const pdfjsLib = require('pdfjs-dist/legacy/build/pdf.js');
-
-import { generateObject } from 'ai';
-import { mkdir, writeFile } from 'fs/promises';
-import { Hono } from 'hono';
-import { join } from 'path';
-import sharp from 'sharp';
-
-import { getSession } from '@documenso/auth/server/lib/utils/get-session';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { getTeamById } from '@documenso/lib/server-only/team/get-team';
-import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
-import { env } from '@documenso/lib/utils/env';
-import { prisma } from '@documenso/prisma';
-
-import type { HonoEnv } from '../router';
-import {
-  type TDetectFormFieldsResponse,
-  ZDetectFormFieldsRequestSchema,
-  ZDetectedFormFieldSchema,
-} from './ai.types';
-
-const renderPdfToImage = async (pdfBytes: Uint8Array) => {
-  const loadingTask = pdfjsLib.getDocument({ data: pdfBytes });
-  const pdf = await loadingTask.promise;
-
-  try {
-    const scale = 4;
-
-    const pages = await Promise.all(
-      Array.from({ length: pdf.numPages }, async (_, index) => {
-        const pageNumber = index + 1;
-        const page = await pdf.getPage(pageNumber);
-
-        try {
-          const viewport = page.getViewport({ scale });
-
-          const virtualCanvas = new Canvas(viewport.width, viewport.height);
-          const context = virtualCanvas.getContext('2d');
-          context.imageSmoothingEnabled = false;
-
-          await page.render({ canvasContext: context, viewport }).promise;
-
-          return {
-            image: await virtualCanvas.toBuffer('png'),
-            pageNumber,
-            width: Math.floor(viewport.width),
-            height: Math.floor(viewport.height),
-          };
-        } finally {
-          page.cleanup();
-        }
-      }),
-    );
-
-    return pages;
-  } finally {
-    await pdf.destroy();
-  }
-};
-
-const resizeAndCompressImage = async (imageBuffer: Buffer): Promise<Buffer> => {
-  const metadata = await sharp(imageBuffer).metadata();
-  const originalWidth = metadata.width || 0;
-
-  if (originalWidth > 1000) {
-    return await sharp(imageBuffer)
-      .resize({ width: 1000, withoutEnlargement: true })
-      .jpeg({ quality: 70 })
-      .toBuffer();
-  }
-
-  return await sharp(imageBuffer).jpeg({ quality: 70 }).toBuffer();
-};
-
-const detectObjectsPrompt = `You are analyzing a form document image to detect fillable fields for the Documenso document signing platform.
-
-IMPORTANT RULES:
-1. Only detect EMPTY/UNFILLED fields (ignore boxes that already contain text or data)
-2. Analyze nearby text labels to determine the field type
-3. Return bounding boxes for the fillable area only, NOT the label text
-4. Each boundingBox must be in the format [ymin, xmin, ymax, xmax] where all coordinates are NORMALIZED to a 0-1000 scale
-
-CRITICAL: UNDERSTANDING FILLABLE AREAS
-The "fillable area" is ONLY the empty space where a user will write, type, sign, or check.
-- ✓ CORRECT: The blank underscore where someone writes their name: "Name: _________" → box ONLY the underscores
-- ✓ CORRECT: The empty white rectangle inside a box outline → box ONLY the empty space, not any printed text
-- ✓ CORRECT: The blank space to the right of a label: "Email: [ empty box ]" → box ONLY the empty box, exclude "Email:"
-- ✗ INCORRECT: Including the word "Signature:" that appears to the left of a signature line
-- ✗ INCORRECT: Including printed labels, instructions, or descriptive text near the field
-- ✗ INCORRECT: Extending the box to include text just because it's close to the fillable area
-
-VISUALIZING THE DISTINCTION:
-- If there's text (printed words/labels) near an empty box or line, they are SEPARATE elements
-- The text is a LABEL telling the user what to fill
-- The empty space is the FILLABLE AREA where they actually write/sign
-- Your bounding box should capture ONLY the empty space, even if the label is immediately adjacent
-
-FIELD TYPES TO DETECT:
-• SIGNATURE - Signature lines, boxes labeled 'Signature', 'Sign here', 'Authorized signature', 'X____'
-• INITIALS - Small boxes labeled 'Initials', 'Initial here', typically smaller than signature fields
-• NAME - Boxes labeled 'Name', 'Full name', 'Your name', 'Print name', 'Printed name'
-• EMAIL - Boxes labeled 'Email', 'Email address', 'E-mail', 'Email:'
-• DATE - Boxes labeled 'Date', 'Date signed', "Today's date", or showing date format placeholders like 'MM/DD/YYYY', '__/__/____'
-• CHECKBOX - Empty checkbox squares (☐) with or without labels, typically small square boxes
-• RADIO - Empty radio button circles (○) in groups, typically circular selection options
-• NUMBER - Boxes labeled with numeric context: 'Amount', 'Quantity', 'Phone', 'Phone number', 'ZIP', 'ZIP code', 'Age', 'Price', '#'
-• DROPDOWN - Boxes with dropdown indicators (▼, ↓) or labeled 'Select', 'Choose', 'Please select'
-• TEXT - Any other empty text input boxes, general input fields, unlabeled boxes, or when field type is uncertain
-
-DETECTION GUIDELINES:
-- Read text located near the box (above, to the left, or inside the box boundary) to infer the field type
-- IMPORTANT: Use the nearby text to CLASSIFY the field type, but DO NOT include that text in the bounding box
-- If you're uncertain which type fits best, default to TEXT
-- For checkboxes and radio buttons: Detect each individual box/circle separately, not the label
-- Signature fields are often longer horizontal lines or larger boxes
-- Date fields often show format hints or date separators (slashes, dashes)
-- Look for visual patterns: underscores (____), horizontal lines, box outlines
-
-BOUNDING BOX PLACEMENT (CRITICAL):
-- Your coordinates must capture ONLY the empty fillable space (the blank area where input goes)
-- EXCLUDE all printed text labels, even if they are:
-  · Directly to the left of the field (e.g., "Name: _____")
-  · Directly above the field (e.g., "Signature" printed above a line)
-  · Very close to the field with minimal spacing
-  · Inside the same outlined box as the fillable area
-- The label text helps you IDENTIFY the field type, but must be EXCLUDED from the bounding box
-- If you detect a label "Email:" followed by a blank box, draw the box around ONLY the blank box, not the word "Email:"
-
-COORDINATE SYSTEM:
-- [ymin, xmin, ymax, xmax] normalized to 0-1000 scale
-- Top-left corner: ymin and xmin close to 0
-- Bottom-right corner: ymax and xmax close to 1000
-- Coordinates represent positions on a 1000x1000 grid overlaid on the image
-
-FIELD SIZING STRATEGY FOR LINE-BASED FIELDS:
-When detecting thin horizontal lines for SIGNATURE, INITIALS, NAME, EMAIL, DATE, TEXT, or NUMBER fields:
-1. Analyze the visual context around the detected line:
-   - Look at the empty space ABOVE the detected line
-   - Observe the spacing to any text labels, headers, or other form elements above
-   - Assess what would be a reasonable field height to make the field clearly visible when filled
-2. Expand UPWARD from the detected line to create a usable field:
-   - Keep ymax (bottom) at the detected line position (the line becomes the bottom edge)
-   - Extend ymin (top) upward into the available whitespace
-   - Aim to use 60-80% of the clear whitespace above the line, while being reasonable
-   - The expanded field should provide comfortable space for signing/writing (minimum 30 units tall)
-3. Apply minimum dimensions: height at least 30 units (3% of 1000-scale), width at least 36 units
-4. Ensure ymin >= 0 (do not go off-page). If ymin would be negative, clamp to 0
-5. Do NOT apply this expansion to CHECKBOX, RADIO, or DROPDOWN fields - use detected dimensions for those
-6. Example: If you detect a signature line at ymax=500 with clear whitespace extending up to y=400:
-   - Available whitespace: 100 units
-   - Use 60-80% of that: 60-80 units
-   - Expanded field: [ymin=420, xmin=200, ymax=500, xmax=600] (creates 80-unit tall field)
-   - This gives comfortable signing space while respecting the form layout`;
-
-const runFormFieldDetection = async (
-  imageBuffer: Buffer,
-  pageNumber: number,
-): Promise<TDetectFormFieldsResponse> => {
-  const compressedImageBuffer = await resizeAndCompressImage(imageBuffer);
-  const base64Image = compressedImageBuffer.toString('base64');
-
-  const result = await generateObject({
-    model: 'google/gemini-2.5-pro',
-    output: 'array',
-    schema: ZDetectedFormFieldSchema,
-    messages: [
-      {
-        role: 'user',
-        content: [
-          {
-            type: 'image',
-            image: `data:image/jpeg;base64,${base64Image}`,
-          },
-          {
-            type: 'text',
-            text: detectObjectsPrompt,
-          },
-        ],
-      },
-    ],
-  });
-
-  return result.object.map((field) => ({
-    ...field,
-    pageNumber,
-  }));
-};
-
-export const aiRoute = new Hono<HonoEnv>().post('/detect-form-fields', async (c) => {
-  try {
-    const { user } = await getSession(c.req.raw);
-
-    const body = await c.req.json();
-    const parsed = ZDetectFormFieldsRequestSchema.safeParse(body);
-
-    if (!parsed.success) {
-      throw new AppError(AppErrorCode.INVALID_REQUEST, {
-        message: 'Document ID is required',
-        userMessage: 'Please provide a valid document ID.',
-      });
-    }
-
-    const { documentId } = parsed.data;
-
-    const documentData = await prisma.documentData.findUnique({
-      where: { id: documentId },
-      include: {
-        envelopeItem: {
-          include: {
-            envelope: {
-              select: {
-                userId: true,
-                teamId: true,
-              },
-            },
-          },
-        },
-      },
-    });
-
-    if (!documentData || !documentData.envelopeItem) {
-      throw new AppError(AppErrorCode.NOT_FOUND, {
-        message: `Document data not found: ${documentId}`,
-        userMessage: 'The requested document does not exist.',
-      });
-    }
-
-    const envelope = documentData.envelopeItem.envelope;
-
-    const isDirectOwner = envelope.userId === user.id;
-
-    let hasTeamAccess = false;
-    if (envelope.teamId) {
-      try {
-        await getTeamById({ teamId: envelope.teamId, userId: user.id });
-        hasTeamAccess = true;
-      } catch (error) {
-        hasTeamAccess = false;
-      }
-    }
-
-    if (!isDirectOwner && !hasTeamAccess) {
-      throw new AppError(AppErrorCode.UNAUTHORIZED, {
-        message: `User ${user.id} does not have access to document ${documentId}`,
-        userMessage: 'You do not have permission to access this document.',
-      });
-    }
-
-    const pdfBytes = await getFileServerSide({
-      type: documentData.type,
-      data: documentData.initialData || documentData.data,
-    });
-
-    const renderedPages = await renderPdfToImage(pdfBytes);
-
-    const results = await Promise.allSettled(
-      renderedPages.map(async (page) => {
-        return await runFormFieldDetection(page.image, page.pageNumber);
-      }),
-    );
-
-    const detectedFields: TDetectFormFieldsResponse = [];
-    for (const [index, result] of results.entries()) {
-      if (result.status === 'fulfilled') {
-        detectedFields.push(...result.value);
-      } else {
-        const pageNumber = renderedPages[index]?.pageNumber ?? index + 1;
-        console.error(`Failed to detect fields on page ${pageNumber}:`, result.reason);
-      }
-    }
-
-    if (env('NEXT_PUBLIC_AI_DEBUG_PREVIEW') === 'true') {
-      const debugDir = join(process.cwd(), '..', '..', 'packages', 'assets', 'ai-previews');
-      await mkdir(debugDir, { recursive: true });
-
-      const now = new Date();
-      const timestamp = now
-        .toISOString()
-        .replace(/[-:]/g, '')
-        .replace(/\..+/, '')
-        .replace('T', '_');
-
-      for (const page of renderedPages) {
-        const padding = { left: 80, top: 20, right: 20, bottom: 40 };
-        const canvas = new Canvas(
-          page.width + padding.left + padding.right,
-          page.height + padding.top + padding.bottom,
-        );
-        const ctx = canvas.getContext('2d');
-
-        const img = new Image();
-        img.src = page.image;
-        ctx.drawImage(img, padding.left, padding.top);
-
-        ctx.strokeStyle = 'rgba(255, 0, 0, 0.5)';
-        ctx.lineWidth = 1;
-
-        for (let i = 0; i <= 1000; i += 100) {
-          const x = padding.left + (i / 1000) * page.width;
-          ctx.beginPath();
-          ctx.moveTo(x, padding.top);
-          ctx.lineTo(x, page.height + padding.top);
-          ctx.stroke();
-        }
-
-        for (let i = 0; i <= 1000; i += 100) {
-          const y = padding.top + (i / 1000) * page.height;
-          ctx.beginPath();
-          ctx.moveTo(padding.left, y);
-          ctx.lineTo(page.width + padding.left, y);
-          ctx.stroke();
-        }
-
-        const colors = ['#FF0000', '#00FF00', '#0000FF', '#FFFF00', '#FF00FF', '#00FFFF'];
-
-        const pageFields = detectedFields.filter((f) => f.pageNumber === page.pageNumber);
-        pageFields.forEach((field, index) => {
-          const [ymin, xmin, ymax, xmax] = field.boundingBox.map((coord) => coord / 1000);
-
-          const x = xmin * page.width + padding.left;
-          const y = ymin * page.height + padding.top;
-          const width = (xmax - xmin) * page.width;
-          const height = (ymax - ymin) * page.height;
-
-          ctx.strokeStyle = colors[index % colors.length];
-          ctx.lineWidth = 5;
-          ctx.strokeRect(x, y, width, height);
-
-          ctx.fillStyle = colors[index % colors.length];
-          ctx.font = '20px Arial';
-          ctx.fillText(field.label, x, y - 5);
-        });
-
-        ctx.strokeStyle = '#000000';
-        ctx.lineWidth = 1;
-        ctx.font = '26px Arial';
-
-        ctx.beginPath();
-        ctx.moveTo(padding.left, padding.top);
-        ctx.lineTo(padding.left, page.height + padding.top);
-        ctx.stroke();
-
-        ctx.textAlign = 'right';
-        ctx.textBaseline = 'middle';
-        for (let i = 0; i <= 1000; i += 100) {
-          const y = padding.top + (i / 1000) * page.height;
-          ctx.fillStyle = '#000000';
-          ctx.fillText(i.toString(), padding.left - 5, y);
-
-          ctx.beginPath();
-          ctx.moveTo(padding.left - 5, y);
-          ctx.lineTo(padding.left, y);
-          ctx.stroke();
-        }
-
-        ctx.beginPath();
-        ctx.moveTo(padding.left, page.height + padding.top);
-        ctx.lineTo(page.width + padding.left, page.height + padding.top);
-        ctx.stroke();
-
-        ctx.textAlign = 'center';
-        ctx.textBaseline = 'top';
-        for (let i = 0; i <= 1000; i += 100) {
-          const x = padding.left + (i / 1000) * page.width;
-          ctx.fillStyle = '#000000';
-          ctx.fillText(i.toString(), x, page.height + padding.top + 5);
-
-          ctx.beginPath();
-          ctx.moveTo(x, page.height + padding.top);
-          ctx.lineTo(x, page.height + padding.top + 5);
-          ctx.stroke();
-        }
-
-        const outputFilename = `detected_form_fields_${timestamp}_page_${page.pageNumber}.png`;
-        const outputPath = join(debugDir, outputFilename);
-
-        const pngBuffer = await canvas.toBuffer('png');
-        await writeFile(outputPath, new Uint8Array(pngBuffer));
-      }
-    }
-
-    return c.json<TDetectFormFieldsResponse>(detectedFields);
-  } catch (error) {
-    if (error instanceof AppError) {
-      throw error;
-    }
-
-    console.error('Failed to detect form fields from PDF:', error);
-
-    throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
-      message: `Failed to detect form fields from PDF: ${error instanceof Error ? error.message : String(error)}`,
-      userMessage: 'An error occurred while detecting form fields. Please try again.',
-    });
-  }
-});

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

@@ -1,50 +0,0 @@
-import { z } from 'zod';
-
-import type { TDetectedFormField } from '@documenso/lib/types/ai';
-
-export const ZGenerateTextRequestSchema = z.object({
-  prompt: z.string().min(1, 'Prompt is required').max(5000, 'Prompt is too long'),
-});
-
-export const ZGenerateTextResponseSchema = z.object({
-  text: z.string(),
-});
-
-export type TGenerateTextRequest = z.infer<typeof ZGenerateTextRequestSchema>;
-export type TGenerateTextResponse = z.infer<typeof ZGenerateTextResponseSchema>;
-
-export const ZDetectedFormFieldSchema = z.object({
-  boundingBox: z
-    .array(z.number())
-    .length(4)
-    .describe('Bounding box [ymin, xmin, ymax, xmax] in normalized 0-1000 range'),
-  label: z
-    .enum([
-      'SIGNATURE',
-      'INITIALS',
-      'NAME',
-      'EMAIL',
-      'DATE',
-      'TEXT',
-      'NUMBER',
-      'RADIO',
-      'CHECKBOX',
-      'DROPDOWN',
-    ])
-    .describe('Documenso field type inferred from nearby label text or visual characteristics'),
-  pageNumber: z
-    .number()
-    .int()
-    .positive()
-    .describe('1-indexed page number where field was detected'),
-});
-
-export const ZDetectFormFieldsRequestSchema = z.object({
-  documentId: z.string().min(1, { message: 'Document ID is required' }),
-});
-
-export const ZDetectFormFieldsResponseSchema = z.array(ZDetectedFormFieldSchema);
-
-export type TDetectFormFieldsRequest = z.infer<typeof ZDetectFormFieldsRequestSchema>;
-export type TDetectFormFieldsResponse = z.infer<typeof ZDetectFormFieldsResponseSchema>;
-export type { TDetectedFormField };

apps/remix/server/api/download/download.ts

@@ -0,0 +1,192 @@
+import { sValidator } from '@hono/standard-validator';
+import { EnvelopeType } from '@prisma/client';
+import { Hono } from 'hono';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
+import { buildTeamWhereQuery } from '@documenso/lib/utils/teams';
+import { prisma } from '@documenso/prisma';
+
+import type { HonoEnv } from '../../router';
+import { handleEnvelopeItemFileRequest } from '../files/files.helpers';
+import {
+  ZDownloadDocumentRequestParamsSchema,
+  ZDownloadEnvelopeItemRequestParamsSchema,
+} from './download.types';
+
+export const downloadRoute = new Hono<HonoEnv>()
+  /**
+   * Download an envelope item by its ID.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/envelopeItem/:envelopeItemId/download',
+    sValidator('param', ZDownloadEnvelopeItemRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { envelopeItemId, version } = c.req.valid('param');
+        const authorizationHeader = c.req.header('authorization');
+
+        // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
+        const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+        if (!token) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'API token was not provided',
+          });
+        }
+
+        const apiToken = await getApiTokenByToken({ token });
+
+        if (apiToken.user.disabled) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'User is disabled',
+          });
+        }
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          envelopeItemId,
+          version,
+        });
+
+        const envelopeItem = await prisma.envelopeItem.findFirst({
+          where: {
+            id: envelopeItemId,
+            envelope: {
+              team: buildTeamWhereQuery({ teamId: apiToken.teamId, userId: apiToken.user.id }),
+            },
+          },
+          include: {
+            envelope: true,
+            documentData: true,
+          },
+        });
+
+        if (!envelopeItem) {
+          return c.json({ error: 'Envelope item not found' }, 404);
+        }
+
+        if (!envelopeItem.documentData) {
+          return c.json({ error: 'Document data not found' }, 404);
+        }
+
+        return await handleEnvelopeItemFileRequest({
+          title: envelopeItem.title,
+          status: envelopeItem.envelope.status,
+          documentData: envelopeItem.documentData,
+          version: version || 'signed',
+          isDownload: true,
+          context: c,
+        });
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          if (error.code === AppErrorCode.UNAUTHORIZED) {
+            return c.json({ error: error.message }, 401);
+          }
+
+          return c.json({ error: error.message }, 400);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  )
+  /**
+   * Download a document by its ID.
+   * Requires API key authentication via Authorization header.
+   */
+  .get(
+    '/document/:documentId/download',
+    sValidator('param', ZDownloadDocumentRequestParamsSchema),
+    async (c) => {
+      const logger = c.get('logger');
+
+      try {
+        const { documentId, version } = c.req.valid('param');
+        const authorizationHeader = c.req.header('authorization');
+
+        // Support for both "Authorization: Bearer api_xxx" and "Authorization: api_xxx"
+        const [token] = (authorizationHeader || '').split('Bearer ').filter((s) => s.length > 0);
+
+        if (!token) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'API token was not provided',
+          });
+        }
+
+        const apiToken = await getApiTokenByToken({ token });
+
+        if (apiToken.user.disabled) {
+          throw new AppError(AppErrorCode.UNAUTHORIZED, {
+            message: 'User is disabled',
+          });
+        }
+
+        logger.info({
+          auth: 'api',
+          source: 'apiV2',
+          path: c.req.path,
+          userId: apiToken.user.id,
+          apiTokenId: apiToken.id,
+          documentId,
+          version,
+        });
+
+        const envelope = await getEnvelopeById({
+          id: {
+            type: 'documentId',
+            id: documentId,
+          },
+          type: EnvelopeType.DOCUMENT,
+          userId: apiToken.user.id,
+          teamId: apiToken.teamId,
+        }).catch(() => null);
+
+        if (!envelope) {
+          return c.json({ error: 'Document not found' }, 404);
+        }
+
+        // Get the first envelope item (documents have exactly one)
+        const [envelopeItem] = envelope.envelopeItems;
+
+        if (!envelopeItem) {
+          return c.json({ error: 'Document item not found' }, 404);
+        }
+
+        if (!envelopeItem.documentData) {
+          return c.json({ error: 'Document data not found' }, 404);
+        }
+
+        return await handleEnvelopeItemFileRequest({
+          title: envelopeItem.title,
+          status: envelope.status,
+          documentData: envelopeItem.documentData,
+          version: version || 'signed',
+          isDownload: true,
+          context: c,
+        });
+      } catch (error) {
+        logger.error(error);
+
+        if (error instanceof AppError) {
+          if (error.code === AppErrorCode.UNAUTHORIZED) {
+            return c.json({ error: error.message }, 401);
+          }
+
+          return c.json({ error: error.message }, 400);
+        }
+
+        return c.json({ error: 'Internal server error' }, 500);
+      }
+    },
+  );

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

@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+export const ZDownloadEnvelopeItemRequestParamsSchema = z.object({
+  envelopeItemId: z.string().describe('The ID of the envelope item to download.'),
+  version: z
+    .enum(['original', 'signed'])
+    .optional()
+    .default('signed')
+    .describe(
+      'The version of the envelope item to download. "signed" returns the completed document with signatures, "original" returns the original uploaded document.',
+    ),
+});
+
+export type TDownloadEnvelopeItemRequestParams = z.infer<
+  typeof ZDownloadEnvelopeItemRequestParamsSchema
+>;
+
+export const ZDownloadDocumentRequestParamsSchema = z.object({
+  documentId: z.coerce.number().describe('The ID of the document to download.'),
+  version: z
+    .enum(['original', 'signed'])
+    .optional()
+    .default('signed')
+    .describe(
+      'The version of the document to download. "signed" returns the completed document with signatures, "original" returns the original uploaded document.',
+    ),
+});
+
+export type TDownloadDocumentRequestParams = z.infer<typeof ZDownloadDocumentRequestParamsSchema>;

apps/remix/server/api/files.ts

@@ -1,100 +0,0 @@
-import { PDFDocument } from '@cantoo/pdf-lib';
-import { sValidator } from '@hono/standard-validator';
-import { Hono } from 'hono';
-
-import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { putFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
-import {
-  getPresignGetUrl,
-  getPresignPostUrl,
-} from '@documenso/lib/universal/upload/server-actions';
-
-import type { HonoEnv } from '../router';
-import {
-  type TGetPresignedGetUrlResponse,
-  type TGetPresignedPostUrlResponse,
-  ZGetPresignedGetUrlRequestSchema,
-  ZGetPresignedPostUrlRequestSchema,
-  ZUploadPdfRequestSchema,
-} from './files.types';
-
-export const filesRoute = new Hono<HonoEnv>()
-  /**
-   * Uploads a document file to the appropriate storage location and creates
-   * a document data record.
-   */
-  .post('/upload-pdf', sValidator('form', ZUploadPdfRequestSchema), async (c) => {
-    try {
-      const { file } = c.req.valid('form');
-
-      if (!file) {
-        return c.json({ error: 'No file provided' }, 400);
-      }
-
-      // Todo: (RR7) This is new.
-      // Add file size validation.
-      // Convert MB to bytes (1 MB = 1024 * 1024 bytes)
-      const MAX_FILE_SIZE = APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024;
-
-      if (file.size > MAX_FILE_SIZE) {
-        return c.json({ error: 'File too large' }, 400);
-      }
-
-      const arrayBuffer = await file.arrayBuffer();
-
-      const pdf = await PDFDocument.load(arrayBuffer).catch((e) => {
-        console.error(`PDF upload parse error: ${e.message}`);
-
-        throw new AppError('INVALID_DOCUMENT_FILE');
-      });
-
-      if (pdf.isEncrypted) {
-        throw new AppError('INVALID_DOCUMENT_FILE');
-      }
-
-      // Todo: (RR7) Test this.
-      if (!file.name.endsWith('.pdf')) {
-        Object.defineProperty(file, 'name', {
-          writable: true,
-          value: `${file.name}.pdf`,
-        });
-      }
-
-      const { type, data } = await putFileServerSide(file);
-
-      const result = await createDocumentData({ type, data });
-
-      return c.json(result);
-    } catch (error) {
-      console.error('Upload failed:', error);
-      return c.json({ error: 'Upload failed' }, 500);
-    }
-  })
-  .post('/presigned-get-url', sValidator('json', ZGetPresignedGetUrlRequestSchema), async (c) => {
-    const { key } = await c.req.json();
-
-    try {
-      const { url } = await getPresignGetUrl(key || '');
-
-      return c.json({ url } satisfies TGetPresignedGetUrlResponse);
-    } catch (err) {
-      console.error(err);
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
-    }
-  })
-  .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
-    const { fileName, contentType } = c.req.valid('json');
-
-    try {
-      const { key, url } = await getPresignPostUrl(fileName, contentType);
-
-      return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
-    } catch (err) {
-      console.error(err);
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
-    }
-  });

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

@@ -1,38 +0,0 @@
-import { z } from 'zod';
-
-import DocumentDataSchema from '@documenso/prisma/generated/zod/modelSchema/DocumentDataSchema';
-
-export const ZUploadPdfRequestSchema = z.object({
-  file: z.instanceof(File),
-});
-
-export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
-  type: true,
-  id: true,
-});
-
-export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
-export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;
-
-export const ZGetPresignedPostUrlRequestSchema = z.object({
-  fileName: z.string().min(1),
-  contentType: z.string().min(1),
-});
-
-export const ZGetPresignedPostUrlResponseSchema = z.object({
-  key: z.string().min(1),
-  url: z.string().min(1),
-});
-
-export const ZGetPresignedGetUrlRequestSchema = z.object({
-  key: z.string().min(1),
-});
-
-export const ZGetPresignedGetUrlResponseSchema = z.object({
-  url: z.string().min(1),
-});
-
-export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
-export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
-export type TGetPresignedGetUrlRequest = z.infer<typeof ZGetPresignedGetUrlRequestSchema>;
-export type TGetPresignedGetUrlResponse = z.infer<typeof ZGetPresignedGetUrlResponseSchema>;

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

@@ -0,0 +1,81 @@
+import { type DocumentDataType, DocumentStatus } from '@prisma/client';
+import contentDisposition from 'content-disposition';
+import { type Context } from 'hono';
+
+import { sha256 } from '@documenso/lib/universal/crypto';
+import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
+
+import type { HonoEnv } from '../../router';
+
+type HandleEnvelopeItemFileRequestOptions = {
+  title: string;
+  status: DocumentStatus;
+  documentData: {
+    type: DocumentDataType;
+    data: string;
+    initialData: string;
+  };
+  version: 'signed' | 'original';
+  isDownload: boolean;
+  context: Context<HonoEnv>;
+};
+
+/**
+ * Helper function to handle envelope item file requests (both view and download)
+ */
+export const handleEnvelopeItemFileRequest = async ({
+  title,
+  status,
+  documentData,
+  version,
+  isDownload,
+  context: c,
+}: HandleEnvelopeItemFileRequestOptions) => {
+  const documentDataToUse = version === 'signed' ? documentData.data : documentData.initialData;
+
+  const etag = Buffer.from(sha256(documentDataToUse)).toString('hex');
+
+  if (c.req.header('If-None-Match') === etag && !isDownload) {
+    return c.body(null, 304);
+  }
+
+  const file = await getFileServerSide({
+    type: documentData.type,
+    data: documentDataToUse,
+  }).catch((error) => {
+    console.error(error);
+
+    return null;
+  });
+
+  if (!file) {
+    return c.json({ error: 'File not found' }, 404);
+  }
+
+  c.header('Content-Type', 'application/pdf');
+  c.header('ETag', etag);
+
+  if (!isDownload) {
+    if (status === DocumentStatus.COMPLETED) {
+      c.header('Cache-Control', 'public, max-age=31536000, immutable');
+    } else {
+      c.header('Cache-Control', 'public, max-age=0, must-revalidate');
+    }
+  }
+
+  if (isDownload) {
+    // Generate filename following the pattern from envelope-download-dialog.tsx
+    const baseTitle = title.replace(/\.pdf$/, '');
+    const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
+    const filename = `${baseTitle}${suffix}`;
+
+    c.header('Content-Disposition', contentDisposition(filename));
+
+    // For downloads, prevent caching to ensure fresh data
+    c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
+    c.header('Pragma', 'no-cache');
+    c.header('Expires', '0');
+  }
+
+  return c.body(file);
+};

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

@@ -0,0 +1,307 @@
+import { sValidator } from '@hono/standard-validator';
+import type { Prisma } from '@prisma/client';
+import { Hono } from 'hono';
+
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getTeamById } from '@documenso/lib/server-only/team/get-team';
+import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
+import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
+import { prisma } from '@documenso/prisma';
+
+import type { HonoEnv } from '../../router';
+import { handleEnvelopeItemFileRequest } from './files.helpers';
+import {
+  type TGetPresignedPostUrlResponse,
+  ZGetEnvelopeItemFileDownloadRequestParamsSchema,
+  ZGetEnvelopeItemFileRequestParamsSchema,
+  ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
+  ZGetEnvelopeItemFileTokenRequestParamsSchema,
+  ZGetPresignedPostUrlRequestSchema,
+  ZUploadPdfRequestSchema,
+} from './files.types';
+
+export const filesRoute = new Hono<HonoEnv>()
+  /**
+   * Uploads a document file to the appropriate storage location and creates
+   * a document data record.
+   */
+  .post('/upload-pdf', sValidator('form', ZUploadPdfRequestSchema), async (c) => {
+    try {
+      const { file } = c.req.valid('form');
+
+      if (!file) {
+        return c.json({ error: 'No file provided' }, 400);
+      }
+
+      // Todo: (RR7) This is new.
+      // Add file size validation.
+      // Convert MB to bytes (1 MB = 1024 * 1024 bytes)
+      const MAX_FILE_SIZE = APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024;
+
+      if (file.size > MAX_FILE_SIZE) {
+        return c.json({ error: 'File too large' }, 400);
+      }
+
+      const result = await putNormalizedPdfFileServerSide(file);
+
+      return c.json(result);
+    } catch (error) {
+      console.error('Upload failed:', error);
+      return c.json({ error: 'Upload failed' }, 500);
+    }
+  })
+  .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
+    const { fileName, contentType } = c.req.valid('json');
+
+    try {
+      const { key, url } = await getPresignPostUrl(fileName, contentType);
+
+      return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
+    } catch (err) {
+      console.error(err);
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
+    }
+  })
+  .get(
+    '/envelope/:envelopeId/envelopeItem/:envelopeItemId',
+    sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),
+    async (c) => {
+      const { envelopeId, envelopeItemId } = c.req.valid('param');
+
+      const session = await getOptionalSession(c);
+
+      if (!session.user) {
+        return c.json({ error: 'Unauthorized' }, 401);
+      }
+
+      const envelope = await prisma.envelope.findFirst({
+        where: {
+          id: envelopeId,
+        },
+        include: {
+          envelopeItems: {
+            where: {
+              id: envelopeItemId,
+            },
+            include: {
+              documentData: true,
+            },
+          },
+        },
+      });
+
+      if (!envelope) {
+        return c.json({ error: 'Envelope not found' }, 404);
+      }
+
+      const [envelopeItem] = envelope.envelopeItems;
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      const team = await getTeamById({
+        userId: session.user.id,
+        teamId: envelope.teamId,
+      }).catch((error) => {
+        console.error(error);
+
+        return null;
+      });
+
+      if (!team) {
+        return c.json(
+          { error: 'User does not have access to the team that this envelope is associated with' },
+          403,
+        );
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelope.status,
+        documentData: envelopeItem.documentData,
+        version: 'signed',
+        isDownload: false,
+        context: c,
+      });
+    },
+  )
+  .get(
+    '/envelope/:envelopeId/envelopeItem/:envelopeItemId/download/:version?',
+    sValidator('param', ZGetEnvelopeItemFileDownloadRequestParamsSchema),
+    async (c) => {
+      const { envelopeId, envelopeItemId, version } = c.req.valid('param');
+
+      const session = await getOptionalSession(c);
+
+      if (!session.user) {
+        return c.json({ error: 'Unauthorized' }, 401);
+      }
+
+      const envelope = await prisma.envelope.findFirst({
+        where: {
+          id: envelopeId,
+        },
+        include: {
+          envelopeItems: {
+            where: {
+              id: envelopeItemId,
+            },
+            include: {
+              documentData: true,
+            },
+          },
+        },
+      });
+
+      if (!envelope) {
+        return c.json({ error: 'Envelope not found' }, 404);
+      }
+
+      const [envelopeItem] = envelope.envelopeItems;
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      const team = await getTeamById({
+        userId: session.user.id,
+        teamId: envelope.teamId,
+      }).catch((error) => {
+        console.error(error);
+
+        return null;
+      });
+
+      if (!team) {
+        return c.json(
+          { error: 'User does not have access to the team that this envelope is associated with' },
+          403,
+        );
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelope.status,
+        documentData: envelopeItem.documentData,
+        version,
+        isDownload: true,
+        context: c,
+      });
+    },
+  )
+  .get(
+    '/token/:token/envelopeItem/:envelopeItemId',
+    sValidator('param', ZGetEnvelopeItemFileTokenRequestParamsSchema),
+    async (c) => {
+      const { token, envelopeItemId } = c.req.valid('param');
+
+      let envelopeWhereQuery: Prisma.EnvelopeItemWhereUniqueInput = {
+        id: envelopeItemId,
+        envelope: {
+          recipients: {
+            some: {
+              token,
+            },
+          },
+        },
+      };
+
+      if (token.startsWith('qr_')) {
+        envelopeWhereQuery = {
+          id: envelopeItemId,
+          envelope: {
+            qrToken: token,
+          },
+        };
+      }
+
+      const envelopeItem = await prisma.envelopeItem.findUnique({
+        where: envelopeWhereQuery,
+        include: {
+          envelope: true,
+          documentData: true,
+        },
+      });
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelopeItem.envelope.status,
+        documentData: envelopeItem.documentData,
+        version: 'signed',
+        isDownload: false,
+        context: c,
+      });
+    },
+  )
+  .get(
+    '/token/:token/envelopeItem/:envelopeItemId/download/:version?',
+    sValidator('param', ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema),
+    async (c) => {
+      const { token, envelopeItemId, version } = c.req.valid('param');
+
+      let envelopeWhereQuery: Prisma.EnvelopeItemWhereUniqueInput = {
+        id: envelopeItemId,
+        envelope: {
+          recipients: {
+            some: {
+              token,
+            },
+          },
+        },
+      };
+
+      if (token.startsWith('qr_')) {
+        envelopeWhereQuery = {
+          id: envelopeItemId,
+          envelope: {
+            qrToken: token,
+          },
+        };
+      }
+
+      const envelopeItem = await prisma.envelopeItem.findUnique({
+        where: envelopeWhereQuery,
+        include: {
+          envelope: true,
+          documentData: true,
+        },
+      });
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelopeItem.envelope.status,
+        documentData: envelopeItem.documentData,
+        version,
+        isDownload: true,
+        context: c,
+      });
+    },
+  );

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

@@ -0,0 +1,66 @@
+import { z } from 'zod';
+
+import DocumentDataSchema from '@documenso/prisma/generated/zod/modelSchema/DocumentDataSchema';
+
+export const ZUploadPdfRequestSchema = z.object({
+  file: z.instanceof(File),
+});
+
+export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
+  type: true,
+  id: true,
+});
+
+export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
+export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;
+
+export const ZGetPresignedPostUrlRequestSchema = z.object({
+  fileName: z.string().min(1),
+  contentType: z.string().min(1),
+});
+
+export const ZGetPresignedPostUrlResponseSchema = z.object({
+  key: z.string().min(1),
+  url: z.string().min(1),
+});
+
+export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
+export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
+
+export const ZGetEnvelopeItemFileRequestParamsSchema = z.object({
+  envelopeId: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+});
+
+export type TGetEnvelopeItemFileRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileRequestParamsSchema
+>;
+
+export const ZGetEnvelopeItemFileTokenRequestParamsSchema = z.object({
+  token: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+});
+
+export type TGetEnvelopeItemFileTokenRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileTokenRequestParamsSchema
+>;
+
+export const ZGetEnvelopeItemFileDownloadRequestParamsSchema = z.object({
+  envelopeId: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+  version: z.enum(['signed', 'original']).default('signed'),
+});
+
+export type TGetEnvelopeItemFileDownloadRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileDownloadRequestParamsSchema
+>;
+
+export const ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema = z.object({
+  token: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+  version: z.enum(['signed', 'original']).default('signed'),
+});
+
+export type TGetEnvelopeItemFileTokenDownloadRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema
+>;

apps/remix/server/router.ts

@@ -8,14 +8,14 @@ import type { Logger } from 'pino';
 
 import { tsRestHonoApp } from '@documenso/api/hono';
 import { auth } from '@documenso/auth/server';
-import { API_V2_BETA_URL } from '@documenso/lib/constants/app';
+import { API_V2_BETA_URL, API_V2_URL } from '@documenso/lib/constants/app';
 import { jobsClient } from '@documenso/lib/jobs/client';
 import { getIpAddress } from '@documenso/lib/universal/get-ip-address';
 import { logger } from '@documenso/lib/utils/logger';
 import { openApiDocument } from '@documenso/trpc/server/open-api';
 
-import { aiRoute } from './api/ai';
-import { filesRoute } from './api/files';
+import { downloadRoute } from './api/download/download';
+import { filesRoute } from './api/files/files';
 import { type AppContext, appContext } from './context';
 import { appMiddleware } from './middleware';
 import { openApiTrpcServerHandler } from './trpc/hono-trpc-open-api';
@@ -84,18 +84,32 @@ app.route('/api/auth', auth);
 // Files route.
 app.route('/api/files', filesRoute);
 
-// AI route.
-app.route('/api/ai', aiRoute);
-
 // API servers.
 app.use(`/api/v1/*`, cors());
 app.route('/api/v1', tsRestHonoApp);
 app.use('/api/jobs/*', jobsClient.getApiHandler());
 app.use('/api/trpc/*', reactRouterTrpcServer);
 
+// Unstable API server routes. Order matters for these two.
+app.get(`${API_V2_URL}/openapi.json`, (c) => c.json(openApiDocument));
+app.use(`${API_V2_URL}/*`, cors());
+// Shadows the download routes that tRPC defines since tRPC-to-openapi doesn't support their return types.
+app.route(`${API_V2_URL}`, downloadRoute);
+app.use(`${API_V2_URL}/*`, async (c) =>
+  openApiTrpcServerHandler(c, {
+    isBeta: false,
+  }),
+);
+
 // Unstable API server routes. Order matters for these two.
 app.get(`${API_V2_BETA_URL}/openapi.json`, (c) => c.json(openApiDocument));
 app.use(`${API_V2_BETA_URL}/*`, cors());
-app.use(`${API_V2_BETA_URL}/*`, async (c) => openApiTrpcServerHandler(c));
+// Shadows the download routes that tRPC defines since tRPC-to-openapi doesn't support their return types.
+app.route(`${API_V2_BETA_URL}`, downloadRoute);
+app.use(`${API_V2_BETA_URL}/*`, async (c) =>
+  openApiTrpcServerHandler(c, {
+    isBeta: true,
+  }),
+);
 
 export default app;

apps/remix/server/trpc/hono-trpc-open-api.ts

@@ -1,15 +1,22 @@
 import type { Context } from 'hono';
-import { createOpenApiFetchHandler } from 'trpc-to-openapi';
 
-import { API_V2_BETA_URL } from '@documenso/lib/constants/app';
+import { API_V2_BETA_URL, API_V2_URL } from '@documenso/lib/constants/app';
 import { AppError, genericErrorCodeToTrpcErrorCodeMap } from '@documenso/lib/errors/app-error';
 import { createTrpcContext } from '@documenso/trpc/server/context';
 import { appRouter } from '@documenso/trpc/server/router';
+import { createOpenApiFetchHandler } from '@documenso/trpc/utils/openapi-fetch-handler';
 import { handleTrpcRouterError } from '@documenso/trpc/utils/trpc-error-handler';
 
-export const openApiTrpcServerHandler = async (c: Context) => {
+type OpenApiTrpcServerHandlerOptions = {
+  isBeta: boolean;
+};
+
+export const openApiTrpcServerHandler = async (
+  c: Context,
+  { isBeta }: OpenApiTrpcServerHandlerOptions,
+) => {
   return createOpenApiFetchHandler<typeof appRouter>({
-    endpoint: API_V2_BETA_URL,
+    endpoint: isBeta ? API_V2_BETA_URL : API_V2_URL,
     router: appRouter,
     createContext: async () => createTrpcContext({ c, requestSource: 'apiV2' }),
     req: c.req.raw,

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.13.1",
+  "version": "2.0.5",
   "scripts": {
     "build": "turbo run build",
     "dev": "turbo run dev --filter=@documenso/remix",
@@ -44,7 +44,7 @@
     "@commitlint/cli": "^17.7.1",
     "@commitlint/config-conventional": "^17.7.0",
     "@lingui/cli": "^5.2.0",
-    "@prisma/client": "^6.8.2",
+    "@prisma/client": "^6.18.0",
     "dotenv": "^16.5.0",
     "dotenv-cli": "^8.0.0",
     "eslint": "^8.40.0",
@@ -54,11 +54,22 @@
     "nodemailer": "^6.10.1",
     "playwright": "1.52.0",
     "prettier": "^3.3.3",
-    "prisma": "^6.8.2",
+    "prisma": "^6.18.0",
     "prisma-extension-kysely": "^3.0.0",
+    "prisma-json-types-generator": "^3.6.2",
     "prisma-kysely": "^1.8.0",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3",
+    "@trpc/client": "11.7.0",
+    "@trpc/react-query": "11.7.0",
+    "@trpc/server": "11.7.0",
+    "superjson": "^2.2.5",
+    "trpc-to-openapi": "2.4.0",
+    "zod-openapi": "^4.2.4",
+    "@ts-rest/core": "^3.52.1",
+    "@ts-rest/open-api": "^3.52.1",
+    "@ts-rest/serverless": "^3.52.1",
+    "zod-prisma-types": "3.3.5",
     "vite": "^6.3.5"
   },
   "name": "@documenso/root",
@@ -71,13 +82,15 @@
     "@documenso/prisma": "^0.0.0",
     "@lingui/conf": "^5.2.0",
     "@lingui/core": "^5.2.0",
-    "ai": "^5.0.82",
     "inngest-cli": "^0.29.1",
     "luxon": "^3.5.0",
     "mupdf": "^1.0.0",
     "react": "^18",
     "typescript": "5.6.2",
-    "zod": "3.25.76"
+    "zod": "^3.25.76"
+  },
+  "overrides": {
+    "zod": "^3.25.76"
   },
   "trigger.dev": {
     "endpointId": "documenso-app"

packages/api/package.json

@@ -17,14 +17,14 @@
   "dependencies": {
     "@documenso/lib": "*",
     "@documenso/prisma": "*",
-    "@ts-rest/core": "^3.30.5",
-    "@ts-rest/open-api": "^3.33.0",
-    "@ts-rest/serverless": "^3.30.5",
+    "@ts-rest/core": "^3.52.0",
+    "@ts-rest/open-api": "^3.52.0",
+    "@ts-rest/serverless": "^3.52.0",
     "@types/swagger-ui-react": "^5.18.0",
     "luxon": "^3.4.0",
-    "superjson": "^1.13.1",
+    "superjson": "^2.2.5",
     "swagger-ui-react": "^5.21.0",
     "ts-pattern": "^5.0.5",
-    "zod": "3.25.76"
+    "zod": "^3.25.76"
   }
 }

packages/api/v1/implementation.ts

@@ -20,12 +20,12 @@ import {
   getEnvelopeWhereInput,
 } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
 import { deleteDocumentField } from '@documenso/lib/server-only/field/delete-document-field';
-import { updateDocumentFields } from '@documenso/lib/server-only/field/update-document-fields';
+import { updateEnvelopeFields } from '@documenso/lib/server-only/field/update-envelope-fields';
 import { insertFormValuesInPdf } from '@documenso/lib/server-only/pdf/insert-form-values-in-pdf';
-import { deleteDocumentRecipient } from '@documenso/lib/server-only/recipient/delete-document-recipient';
+import { deleteEnvelopeRecipient } from '@documenso/lib/server-only/recipient/delete-envelope-recipient';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setDocumentRecipients } from '@documenso/lib/server-only/recipient/set-document-recipients';
-import { updateDocumentRecipients } from '@documenso/lib/server-only/recipient/update-document-recipients';
+import { updateEnvelopeRecipients } from '@documenso/lib/server-only/recipient/update-envelope-recipients';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
 import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
@@ -1285,7 +1285,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    const updatedRecipient = await updateDocumentRecipients({
+    const updatedRecipient = await updateEnvelopeRecipients({
       userId: user.id,
       teamId: team.id,
       id: {
@@ -1336,7 +1336,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       },
     });
 
-    const deletedRecipient = await deleteDocumentRecipient({
+    const deletedRecipient = await deleteEnvelopeRecipient({
       userId: user.id,
       teamId: team.id,
       recipientId: Number(recipientId),
@@ -1634,10 +1634,13 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    const { fields } = await updateDocumentFields({
+    const { fields } = await updateEnvelopeFields({
       userId: user.id,
       teamId: team.id,
-      documentId: legacyDocumentId,
+      id: {
+        type: 'documentId',
+        id: legacyDocumentId,
+      },
       fields: [
         {
           id: Number(fieldId),

packages/app-tests/constants/field-alignment-pdf.ts

@@ -0,0 +1,498 @@
+import { FieldType } from '@prisma/client';
+
+import type { TFieldAndMeta } from '@documenso/lib/types/field-meta';
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+
+export type FieldTestData = TFieldAndMeta & {
+  page: number;
+  positionX: number;
+  positionY: number;
+  width: number;
+  height: number;
+  customText: string;
+  signature?: string;
+};
+
+const columnWidth = 19.125;
+const rowHeight = 6.7;
+
+const alignmentGridStartX = 31;
+const alignmentGridStartY = 19.02;
+
+export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
+  /**
+   * Row 1 EMAIL
+   */
+  {
+    type: FieldType.EMAIL,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'email',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'admin@documenso.com',
+  },
+  {
+    type: FieldType.EMAIL,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'email',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'admin@documenso.com',
+  },
+  {
+    type: FieldType.EMAIL,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'email',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'admin@documenso.com',
+  },
+  /**
+   * Row 2 NAME
+   */
+  {
+    type: FieldType.NAME,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'name',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'John Doe',
+  },
+  {
+    type: FieldType.NAME,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'name',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'John Doe',
+  },
+  {
+    type: FieldType.NAME,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'name',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'John Doe',
+  },
+  /**
+   * Row 3 DATE
+   */
+  {
+    type: FieldType.DATE,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'date',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.DATE,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'date',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.DATE,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'date',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  /**
+   * Row 4 TEXT
+   */
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'text',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'text',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'text',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  /**
+   * Row 5 NUMBER
+   */
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'number',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'number',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'number',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  /**
+   * Row 6 Initials
+   */
+  {
+    type: FieldType.INITIALS,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'initials',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'JD',
+  },
+  {
+    type: FieldType.INITIALS,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'initials',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'JD',
+  },
+  {
+    type: FieldType.INITIALS,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'initials',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'JD',
+  },
+  /**
+   * Row 7 Radio
+   */
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      fontSize: 10,
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '0',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '2',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      fontSize: 20,
+      direction: 'horizontal',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+  },
+  /**
+   * Row 8 Checkbox
+   */
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      fontSize: 10,
+      direction: 'vertical',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: toCheckboxCustomText([0]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: toCheckboxCustomText([1]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      fontSize: 20,
+      direction: 'horizontal',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+  },
+  /**
+   * Row 8 Dropdown
+   */
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      fontSize: 10,
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      fontSize: 20,
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }, { value: 'Option 3' }],
+      type: 'dropdown',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'Option 1',
+  },
+  /**
+   * Row 9 Signature
+   */
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      fontSize: 10,
+      type: 'signature',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      fontSize: 20,
+      type: 'signature',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+    signature: 'My Signature',
+  },
+] as const;
+
+export const formatAlignmentTestFields = ALIGNMENT_TEST_FIELDS.map((field, index) => {
+  const row = Math.floor(index / 3);
+  const column = index % 3;
+
+  return {
+    ...field,
+    positionX: alignmentGridStartX + column * columnWidth,
+    positionY: alignmentGridStartY + row * rowHeight,
+  };
+});

packages/app-tests/constants/field-meta-pdf.ts

@@ -0,0 +1,482 @@
+import { FieldType } from '@prisma/client';
+
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+import {
+  CheckboxValidationRules,
+  numberFormatValues,
+} from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+
+import type { FieldTestData } from './field-alignment-pdf';
+
+const columnWidth = 20.1;
+const fullColumnWidth = 75.8;
+const rowHeight = 9.8;
+const rowPadding = 1.8;
+
+const alignmentGridStartX = 11.85;
+const alignmentGridStartY = 15.07;
+
+const calculatePosition = (row: number, column: number, width: 'full' | 'column' = 'column') => {
+  return {
+    height: rowHeight,
+    width: width === 'full' ? fullColumnWidth : columnWidth,
+    positionX: alignmentGridStartX + (column ?? 0) * columnWidth,
+    positionY: alignmentGridStartY + row * (rowHeight + rowPadding),
+  };
+};
+
+export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
+  /**
+   * PAGE 2 Signature
+   */
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(0, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(1, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(2, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(3, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+
+  /**
+   * PAGE 3 TEXT
+   */
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+    },
+    page: 3,
+    ...calculatePosition(0, 0, 'full'),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+    },
+    page: 3,
+    ...calculatePosition(1, 0),
+    customText: '123456789123456789123456789123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      characterLimit: 5,
+    },
+    page: 3,
+    ...calculatePosition(2, 0),
+    customText: '12345',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      placeholder: 'Demo Placeholder',
+    },
+    page: 3,
+    ...calculatePosition(3, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      label: 'Demo Label',
+    },
+    page: 3,
+    ...calculatePosition(3, 1),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      text: 'Prefilled text',
+    },
+    page: 3,
+    ...calculatePosition(3, 2),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      required: true,
+    },
+    page: 3,
+    ...calculatePosition(4, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      readOnly: true,
+      text: 'Readonly Value',
+    },
+    page: 3,
+    ...calculatePosition(4, 1),
+    customText: 'Readonly Value',
+  },
+
+  /**
+   * PAGE 4 NUMBER
+   */
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+    },
+    page: 4,
+    ...calculatePosition(0, 0, 'full'),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+    },
+    page: 4,
+    ...calculatePosition(1, 0),
+    customText: '123456789123456789123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      minValue: 0,
+      maxValue: 100,
+    },
+    page: 4,
+    ...calculatePosition(2, 0),
+    customText: '50',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      numberFormat: numberFormatValues[0].value, // Todo: Envelopes - Check this.
+      value: '123,456,789.00',
+    },
+    page: 4,
+    ...calculatePosition(2, 1),
+    customText: '123,456,789.00',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      placeholder: 'Demo Placeholder',
+    },
+    page: 4,
+    ...calculatePosition(3, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      label: 'Demo Label',
+    },
+    page: 4,
+    ...calculatePosition(3, 1),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      value: '123',
+    },
+    page: 4,
+    ...calculatePosition(3, 2),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      required: true,
+    },
+    page: 4,
+    ...calculatePosition(4, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      readOnly: true,
+    },
+    page: 4,
+    ...calculatePosition(4, 1),
+    customText: '123456789',
+  },
+
+  /**
+   * PAGE 5 RADIO
+   */
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'horizontal',
+      type: 'radio',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(0, 0, 'full'),
+    customText: '0',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(1, 0),
+    customText: '2',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(2, 0),
+    customText: '',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(2, 1),
+    customText: '',
+  },
+
+  /**
+   * PAGE 6 CHECKBOX
+   */
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'horizontal',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 2, checked: false, value: 'Option 3' },
+        { id: 2, checked: false, value: 'Option 4' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(0, 0, 'full'),
+    customText: toCheckboxCustomText([0]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+        { id: 2, checked: true, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(1, 0),
+    customText: toCheckboxCustomText([1]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      required: true,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(2, 0),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      readOnly: true,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(2, 1),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      validationRule: CheckboxValidationRules.SELECT_AT_LEAST,
+      validationLength: 2,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(3, 0),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      validationRule: CheckboxValidationRules.SELECT_EXACTLY,
+      validationLength: 2,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(3, 1),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      validationRule: CheckboxValidationRules.SELECT_AT_MOST,
+      validationLength: 2,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(3, 2),
+    customText: '',
+  },
+
+  /**
+   * PAGE 7 DROPDOWN
+   */
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+    },
+    page: 7,
+    ...calculatePosition(0, 0, 'full'),
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+      defaultValue: 'Option 1',
+    },
+    page: 7,
+    ...calculatePosition(1, 0),
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }, { value: 'Option 3' }],
+      type: 'dropdown',
+      required: true,
+    },
+    page: 7,
+    ...calculatePosition(2, 0),
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }, { value: 'Option 3' }],
+      type: 'dropdown',
+      readOnly: true,
+    },
+    page: 7,
+    ...calculatePosition(2, 1),
+    customText: 'Option 1',
+  },
+] as const;
+
+export const formatFieldMetaTestFields = FIELD_META_TEST_FIELDS.map((field, index) => {
+  return {
+    ...field,
+  };
+});

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

@@ -0,0 +1,560 @@
+import { expect, test } from '@playwright/test';
+import type { Team, User } from '@prisma/client';
+import fs from 'node:fs';
+import path from 'node:path';
+import { pick } from 'remeda';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import { prisma } from '@documenso/prisma';
+import {
+  DocumentDistributionMethod,
+  DocumentSigningOrder,
+  DocumentStatus,
+  DocumentVisibility,
+  EnvelopeType,
+  FieldType,
+  FolderType,
+  RecipientRole,
+} from '@documenso/prisma/client';
+import { seedUser } from '@documenso/prisma/seed/users';
+import type { TCreateEnvelopeItemsPayload } from '@documenso/trpc/server/envelope-router/create-envelope-items.types';
+import type {
+  TCreateEnvelopePayload,
+  TCreateEnvelopeResponse,
+} from '@documenso/trpc/server/envelope-router/create-envelope.types';
+import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
+import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
+import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
+
+import { formatAlignmentTestFields } from '../../../constants/field-alignment-pdf';
+import { FIELD_META_TEST_FIELDS } from '../../../constants/field-meta-pdf';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+test.describe('API V2 Envelopes', () => {
+  let userA: User, teamA: Team, userB: User, teamB: Team, tokenA: string, tokenB: string;
+
+  test.beforeEach(async () => {
+    ({ user: userA, team: teamA } = await seedUser());
+    ({ token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'userA',
+      expiresIn: null,
+    }));
+
+    ({ user: userB, team: teamB } = await seedUser());
+    ({ token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'userB',
+      expiresIn: null,
+    }));
+  });
+
+  test.describe('Envelope create endpoint', () => {
+    test('should fail on invalid form', async ({ request }) => {
+      const payload = {
+        type: 'Invalid Type',
+        title: 'Test Envelope',
+      };
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenB}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeFalsy();
+      expect(res.status()).toBe(400);
+    });
+
+    test('should create envelope with single file', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Test Envelope',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'field-font-alignment.pdf',
+          data: fs.readFileSync(
+            path.join(__dirname, '../../../../../assets/field-font-alignment.pdf'),
+          ),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenB}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      const envelope = await prisma.envelope.findUnique({
+        where: {
+          id: response.id,
+        },
+        include: {
+          envelopeItems: true,
+        },
+      });
+
+      expect(envelope).toBeDefined();
+      expect(envelope?.title).toBe('Test Envelope');
+      expect(envelope?.type).toBe(EnvelopeType.TEMPLATE);
+      expect(envelope?.status).toBe(DocumentStatus.DRAFT);
+      expect(envelope?.envelopeItems.length).toBe(1);
+      expect(envelope?.envelopeItems[0].title).toBe('field-font-alignment.pdf');
+      expect(envelope?.envelopeItems[0].documentDataId).toBeDefined();
+    });
+
+    test('should create envelope with multiple file', async ({ request }) => {
+      const folder = await prisma.folder.create({
+        data: {
+          name: 'Test Folder',
+          teamId: teamA.id,
+          userId: userA.id,
+          type: FolderType.DOCUMENT,
+        },
+      });
+
+      const payload = {
+        title: 'Envelope Title',
+        type: EnvelopeType.DOCUMENT,
+        externalId: 'externalId',
+        visibility: DocumentVisibility.MANAGER_AND_ABOVE,
+        globalAccessAuth: ['ACCOUNT'],
+        formValues: {
+          hello: 'world',
+        },
+        folderId: folder.id,
+        recipients: [
+          {
+            email: userA.email,
+            name: 'Name',
+            role: RecipientRole.SIGNER,
+            accessAuth: ['TWO_FACTOR_AUTH'],
+            signingOrder: 1,
+            fields: [
+              {
+                type: FieldType.SIGNATURE,
+                identifier: 'field-font-alignment.pdf',
+                page: 1,
+                positionX: 0,
+                positionY: 0,
+                width: 0,
+                height: 0,
+              },
+              {
+                type: FieldType.SIGNATURE,
+                identifier: 0,
+                page: 1,
+                positionX: 0,
+                positionY: 0,
+                width: 0,
+                height: 0,
+              },
+            ],
+          },
+        ],
+        meta: {
+          subject: 'Subject',
+          message: 'Message',
+          timezone: 'Europe/Berlin',
+          dateFormat: 'dd.MM.yyyy',
+          distributionMethod: DocumentDistributionMethod.NONE,
+          signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          allowDictateNextSigner: true,
+          redirectUrl: 'https://documenso.com',
+          language: 'de',
+          typedSignatureEnabled: true,
+          uploadSignatureEnabled: false,
+          drawSignatureEnabled: false,
+          emailReplyTo: userA.email,
+          emailSettings: {
+            recipientSigningRequest: false,
+            recipientRemoved: false,
+            recipientSigned: false,
+            documentPending: false,
+            documentCompleted: false,
+            documentDeleted: false,
+            ownerDocumentCompleted: true,
+          },
+        },
+        attachments: [
+          {
+            label: 'Test Attachment',
+            data: 'https://documenso.com',
+            type: 'link',
+          },
+        ],
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'field-meta.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/field-meta.pdf')),
+        },
+        {
+          name: 'field-font-alignment.pdf',
+          data: fs.readFileSync(
+            path.join(__dirname, '../../../../../assets/field-font-alignment.pdf'),
+          ),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      // Should error since folder is not owned by the user.
+      const invalidRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenB}` },
+        multipart: formData,
+      });
+
+      expect(invalidRes.ok()).toBeFalsy();
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      const envelope = await prisma.envelope.findUniqueOrThrow({
+        where: {
+          id: response.id,
+        },
+        include: {
+          documentMeta: true,
+          envelopeItems: true,
+          recipients: true,
+          fields: true,
+          envelopeAttachments: true,
+        },
+      });
+
+      console.log(userB.email);
+
+      expect(envelope.envelopeItems.length).toBe(2);
+      expect(envelope.envelopeItems[0].title).toBe('field-meta.pdf');
+      expect(envelope.envelopeItems[1].title).toBe('field-font-alignment.pdf');
+
+      expect(envelope.title).toBe(payload.title);
+      expect(envelope.type).toBe(payload.type);
+      expect(envelope.externalId).toBe(payload.externalId);
+      expect(envelope.visibility).toBe(payload.visibility);
+      expect(envelope.authOptions).toEqual({
+        globalAccessAuth: payload.globalAccessAuth,
+        globalActionAuth: [],
+      });
+      expect(envelope.formValues).toEqual(payload.formValues);
+      expect(envelope.folderId).toBe(payload.folderId);
+
+      expect(envelope.documentMeta.subject).toBe(payload.meta.subject);
+      expect(envelope.documentMeta.message).toBe(payload.meta.message);
+      expect(envelope.documentMeta.timezone).toBe(payload.meta.timezone);
+      expect(envelope.documentMeta.dateFormat).toBe(payload.meta.dateFormat);
+      expect(envelope.documentMeta.distributionMethod).toBe(payload.meta.distributionMethod);
+      expect(envelope.documentMeta.signingOrder).toBe(payload.meta.signingOrder);
+      expect(envelope.documentMeta.allowDictateNextSigner).toBe(
+        payload.meta.allowDictateNextSigner,
+      );
+      expect(envelope.documentMeta.redirectUrl).toBe(payload.meta.redirectUrl);
+      expect(envelope.documentMeta.language).toBe(payload.meta.language);
+      expect(envelope.documentMeta.typedSignatureEnabled).toBe(payload.meta.typedSignatureEnabled);
+      expect(envelope.documentMeta.uploadSignatureEnabled).toBe(
+        payload.meta.uploadSignatureEnabled,
+      );
+      expect(envelope.documentMeta.drawSignatureEnabled).toBe(payload.meta.drawSignatureEnabled);
+      expect(envelope.documentMeta.emailReplyTo).toBe(payload.meta.emailReplyTo);
+      expect(envelope.documentMeta.emailSettings).toEqual(payload.meta.emailSettings);
+
+      expect([
+        {
+          label: envelope.envelopeAttachments[0].label,
+          data: envelope.envelopeAttachments[0].data,
+          type: envelope.envelopeAttachments[0].type,
+        },
+      ]).toEqual(payload.attachments);
+
+      const field = envelope.fields[0];
+      const recipient = envelope.recipients[0];
+
+      expect({
+        email: recipient.email,
+        name: recipient.name,
+        role: recipient.role,
+        signingOrder: recipient.signingOrder,
+        accessAuth: recipient.authOptions?.accessAuth,
+      }).toEqual(
+        pick(payload.recipients[0], ['email', 'name', 'role', 'signingOrder', 'accessAuth']),
+      );
+
+      expect({
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX.toNumber(),
+        positionY: field.positionY.toNumber(),
+        width: field.width.toNumber(),
+        height: field.height.toNumber(),
+      }).toEqual(
+        pick(payload.recipients[0].fields[0], [
+          'type',
+          'page',
+          'positionX',
+          'positionY',
+          'width',
+          'height',
+        ]),
+      );
+
+      // Expect string based ID to work.
+      expect(field.envelopeItemId).toBe(
+        envelope.envelopeItems.find((item) => item.title === 'field-font-alignment.pdf')?.id,
+      );
+
+      // Expect index based ID to work.
+      expect(envelope.fields[1].envelopeItemId).toBe(
+        envelope.envelopeItems.find((item) => item.title === 'field-meta.pdf')?.id,
+      );
+    });
+  });
+
+  /**
+   * Creates envelopes with the two field test PDFs.
+   */
+  test('Envelope full test', async ({ request }) => {
+    // Step 1: Create initial envelope with Prisma (with first envelope item)
+    const alignmentPdf = fs.readFileSync(
+      path.join(__dirname, '../../../../../assets/field-font-alignment.pdf'),
+    );
+
+    const fieldMetaPdf = fs.readFileSync(
+      path.join(__dirname, '../../../../../assets/field-meta.pdf'),
+    );
+
+    const formData = new FormData();
+
+    formData.append(
+      'payload',
+      JSON.stringify({
+        type: EnvelopeType.DOCUMENT,
+        title: 'Envelope Full Field Test',
+      } satisfies TCreateEnvelopePayload),
+    );
+
+    // Only add one file for now.
+    formData.append(
+      'files',
+      new File([alignmentPdf], 'field-font-alignment.pdf', { type: 'application/pdf' }),
+    );
+
+    const createEnvelopeRequest = await request.post(`${baseUrl}/envelope/create`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      multipart: formData,
+    });
+
+    expect(createEnvelopeRequest.ok()).toBeTruthy();
+    expect(createEnvelopeRequest.status()).toBe(200);
+
+    const { id: createdEnvelopeId }: TCreateEnvelopeResponse = await createEnvelopeRequest.json();
+
+    const getEnvelopeRequest = await request.get(`${baseUrl}/envelope/${createdEnvelopeId}`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+    });
+
+    const createdEnvelope: TGetEnvelopeResponse = await getEnvelopeRequest.json();
+
+    // Might as well testing access control here as well.
+    const unauthRequest = await request.get(`${baseUrl}/envelope/${createdEnvelopeId}`, {
+      headers: { Authorization: `Bearer ${tokenB}` },
+    });
+
+    expect(unauthRequest.ok()).toBeFalsy();
+    expect(unauthRequest.status()).toBe(404);
+
+    // Step 2: Create second envelope item via API
+    const createEnvelopeItemsPayload: TCreateEnvelopeItemsPayload = {
+      envelopeId: createdEnvelope.id,
+    };
+
+    const createEnvelopeItemFormData = new FormData();
+    createEnvelopeItemFormData.append('payload', JSON.stringify(createEnvelopeItemsPayload));
+    createEnvelopeItemFormData.append(
+      'files',
+      new File([fieldMetaPdf], 'field-meta.pdf', { type: 'application/pdf' }),
+    );
+
+    const createItemsRes = await request.post(`${baseUrl}/envelope/item/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      multipart: createEnvelopeItemFormData,
+    });
+
+    expect(createItemsRes.ok()).toBeTruthy();
+    expect(createItemsRes.status()).toBe(200);
+
+    // Step 3: Update envelope via API
+    const updateEnvelopeRequest: TUpdateEnvelopeRequest = {
+      envelopeId: createdEnvelope.id,
+      data: {
+        title: 'Envelope Full Field Test',
+        visibility: DocumentVisibility.MANAGER_AND_ABOVE,
+      },
+    };
+
+    const updateRes = await request.post(`${baseUrl}/envelope/update`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: updateEnvelopeRequest,
+    });
+
+    expect(updateRes.ok()).toBeTruthy();
+    expect(updateRes.status()).toBe(200);
+
+    // Step 4: Create recipient via API
+    const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+      envelopeId: createdEnvelope.id,
+      data: [
+        {
+          email: userA.email,
+          name: userA.name || '',
+          role: RecipientRole.SIGNER,
+          accessAuth: [],
+          actionAuth: [],
+        },
+      ],
+    };
+
+    const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: createRecipientsRequest,
+    });
+
+    expect(createRecipientsRes.ok()).toBeTruthy();
+    expect(createRecipientsRes.status()).toBe(200);
+
+    // Step 5: Get envelope to retrieve recipients and envelope items
+    const getRes = await request.get(`${baseUrl}/envelope/${createdEnvelope.id}`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+    });
+
+    expect(getRes.ok()).toBeTruthy();
+    expect(getRes.status()).toBe(200);
+
+    const envelopeResponse = (await getRes.json()) as TGetEnvelopeResponse;
+
+    const recipientId = envelopeResponse.recipients[0].id;
+    const alignmentItem = envelopeResponse.envelopeItems.find(
+      (item: { order: number }) => item.order === 1,
+    );
+    const fieldMetaItem = envelopeResponse.envelopeItems.find(
+      (item: { order: number }) => item.order === 2,
+    );
+
+    expect(recipientId).toBeDefined();
+    expect(alignmentItem).toBeDefined();
+    expect(fieldMetaItem).toBeDefined();
+
+    if (!alignmentItem || !fieldMetaItem) {
+      throw new Error('Envelope items not found');
+    }
+
+    // Step 6: Create fields for first PDF (alignment fields)
+    const alignmentFieldsRequest = {
+      envelopeId: createdEnvelope.id,
+      data: formatAlignmentTestFields.map((field) => ({
+        recipientId,
+        envelopeItemId: alignmentItem.id,
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+        fieldMeta: field.fieldMeta,
+      })),
+    };
+
+    const createAlignmentFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: alignmentFieldsRequest,
+    });
+
+    expect(createAlignmentFieldsRes.ok()).toBeTruthy();
+    expect(createAlignmentFieldsRes.status()).toBe(200);
+
+    // Step 7: Create fields for second PDF (field-meta fields)
+    const fieldMetaFieldsRequest = {
+      envelopeId: createdEnvelope.id,
+      data: FIELD_META_TEST_FIELDS.map((field) => ({
+        recipientId,
+        envelopeItemId: fieldMetaItem.id,
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+        fieldMeta: field.fieldMeta,
+      })),
+    };
+
+    const createFieldMetaFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: fieldMetaFieldsRequest,
+    });
+
+    expect(createFieldMetaFieldsRes.ok()).toBeTruthy();
+    expect(createFieldMetaFieldsRes.status()).toBe(200);
+
+    // Step 8: Verify final envelope structure
+    const finalGetRes = await request.get(`${baseUrl}/envelope/${createdEnvelope.id}`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+    });
+
+    expect(finalGetRes.ok()).toBeTruthy();
+    const finalEnvelope = (await finalGetRes.json()) as TGetEnvelopeResponse;
+
+    // Verify structure
+    expect(finalEnvelope.envelopeItems.length).toBe(2);
+    expect(finalEnvelope.recipients.length).toBe(1);
+    expect(finalEnvelope.fields.length).toBe(
+      formatAlignmentTestFields.length + FIELD_META_TEST_FIELDS.length,
+    );
+    expect(finalEnvelope.title).toBe('Envelope Full Field Test');
+    expect(finalEnvelope.type).toBe(EnvelopeType.DOCUMENT);
+
+    console.log({
+      createdEnvelopeId: finalEnvelope.id,
+      userEmail: userA.email,
+    });
+  });
+});

packages/app-tests/e2e/envelopes/envelope-alignment.spec.ts

@@ -0,0 +1,295 @@
+// sort-imports-ignore
+
+// ---- PATCH pdfjs-dist's canvas require BEFORE importing it ----
+import Module from 'module';
+import { Canvas, Image } from 'skia-canvas';
+
+// Intercept require('canvas') and return skia-canvas equivalents
+const originalRequire = Module.prototype.require;
+Module.prototype.require = function (path: string) {
+  if (path === 'canvas') {
+    return {
+      createCanvas: (width: number, height: number) => new Canvas(width, height),
+      Image, // needed by pdfjs-dist
+    };
+  }
+  // eslint-disable-next-line prefer-rest-params, @typescript-eslint/consistent-type-assertions
+  return originalRequire.apply(this, arguments as unknown as [string]);
+};
+
+import pixelMatch from 'pixelmatch';
+import { PNG } from 'pngjs';
+import type { TestInfo } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { DocumentStatus } from '@prisma/client';
+import fs from 'node:fs';
+import path from 'node:path';
+import * as pdfjsLib from 'pdfjs-dist/legacy/build/pdf.js';
+import { getEnvelopeItemPdfUrl } from '@documenso/lib/utils/envelope-download';
+import { prisma } from '@documenso/prisma';
+import { seedAlignmentTestDocument } from '@documenso/prisma/seed/initial-seed';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+test.skip('field placement visual regression', async ({ page }, testInfo) => {
+  const { user, team } = await seedUser();
+
+  const envelope = await seedAlignmentTestDocument({
+    userId: user.id,
+    teamId: team.id,
+    recipientName: user.name || '',
+    recipientEmail: user.email,
+    insertFields: true,
+    status: DocumentStatus.PENDING,
+  });
+
+  const token = envelope.recipients[0].token;
+
+  const signUrl = `/sign/${token}`;
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: signUrl,
+  });
+
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  await expect(async () => {
+    const { status } = await prisma.envelope.findFirstOrThrow({
+      where: {
+        id: envelope.id,
+      },
+    });
+
+    expect(status).toBe(DocumentStatus.COMPLETED);
+  }).toPass({
+    timeout: 10000,
+  });
+
+  const completedDocument = await prisma.envelope.findFirstOrThrow({
+    where: {
+      id: envelope.id,
+    },
+    include: {
+      envelopeItems: {
+        orderBy: {
+          order: 'asc',
+        },
+        include: {
+          documentData: true,
+        },
+      },
+    },
+  });
+
+  const storedImages = fs.readdirSync(path.join(__dirname, '../../visual-regression'));
+
+  await Promise.all(
+    completedDocument.envelopeItems.map(async (item) => {
+      const documentUrl = getEnvelopeItemPdfUrl({
+        type: 'download',
+        envelopeItem: item,
+        token,
+        version: 'signed',
+      });
+
+      const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+      const loadedImages = storedImages
+        .filter((image) => image.includes(item.title))
+        .map((image) => fs.readFileSync(path.join(__dirname, '../../visual-regression', image)));
+
+      await compareSignedPdfWithImages({
+        id: item.title.replaceAll(' ', '-').toLowerCase(),
+        pdfData: new Uint8Array(pdfData),
+        images: loadedImages,
+        testInfo,
+      });
+    }),
+  );
+});
+
+/**
+ * Used to download the envelope images when updating the visual regression test.
+ *
+ * DON'T COMMIT THIS WITHOUT THE "SKIP" COMMAND.
+ */
+test.skip('download envelope images', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const envelope = await seedAlignmentTestDocument({
+    userId: user.id,
+    teamId: team.id,
+    recipientName: user.name || '',
+    recipientEmail: user.email,
+    insertFields: true,
+    status: DocumentStatus.PENDING,
+  });
+
+  const token = envelope.recipients[0].token;
+
+  const signUrl = `/sign/${token}`;
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: signUrl,
+  });
+
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  await expect(async () => {
+    const { status } = await prisma.envelope.findFirstOrThrow({
+      where: {
+        id: envelope.id,
+      },
+    });
+
+    expect(status).toBe(DocumentStatus.COMPLETED);
+  }).toPass({
+    timeout: 10000,
+  });
+
+  const completedDocument = await prisma.envelope.findFirstOrThrow({
+    where: {
+      id: envelope.id,
+    },
+    include: {
+      envelopeItems: {
+        orderBy: {
+          order: 'asc',
+        },
+        include: {
+          documentData: true,
+        },
+      },
+    },
+  });
+
+  await Promise.all(
+    completedDocument.envelopeItems.map(async (item) => {
+      const documentUrl = getEnvelopeItemPdfUrl({
+        type: 'download',
+        envelopeItem: item,
+        token,
+        version: 'signed',
+      });
+
+      const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+      const pdfImages = await renderPdfToImage(new Uint8Array(pdfData));
+
+      for (const [index, { image }] of pdfImages.entries()) {
+        fs.writeFileSync(
+          path.join(__dirname, '../../visual-regression', `${item.title}-${index}.png`),
+          new Uint8Array(image),
+        );
+      }
+    }),
+  );
+});
+
+async function renderPdfToImage(pdfBytes: Uint8Array) {
+  const loadingTask = pdfjsLib.getDocument({ data: pdfBytes });
+  const pdf = await loadingTask.promise;
+
+  // Increase for higher resolution
+  const scale = 4;
+
+  return await Promise.all(
+    Array.from({ length: pdf.numPages }, async (_, index) => {
+      const page = await pdf.getPage(index + 1);
+
+      const viewport = page.getViewport({ scale });
+
+      const virtualCanvas = new Canvas(viewport.width, viewport.height);
+      const context = virtualCanvas.getContext('2d');
+      context.imageSmoothingEnabled = false;
+
+      // @ts-expect-error skia-canvas context satisfies runtime requirements for pdfjs
+      await page.render({ canvasContext: context, viewport }).promise;
+
+      return {
+        image: await virtualCanvas.toBuffer('png'),
+
+        // Rounded down because the certificate page somehow gives dimensions with decimals
+        width: Math.floor(viewport.width),
+        height: Math.floor(viewport.height),
+      };
+    }),
+  );
+}
+
+type CompareSignedPdfWithImagesOptions = {
+  id: string;
+  pdfData: Uint8Array;
+  images: Buffer[];
+  testInfo: TestInfo;
+};
+
+const compareSignedPdfWithImages = async ({
+  id,
+  pdfData,
+  images,
+  testInfo,
+}: CompareSignedPdfWithImagesOptions) => {
+  const renderedImages = await renderPdfToImage(pdfData);
+
+  const blankCertificateFile = fs.readFileSync(
+    path.join(__dirname, '../../visual-regression/blank-certificate.png'),
+  );
+  const blankCertificateImage = PNG.sync.read(blankCertificateFile).data;
+
+  for (const [index, { image, width, height }] of renderedImages.entries()) {
+    const isCertificate = index === renderedImages.length - 1;
+
+    const diff = new PNG({ width, height });
+
+    const storedImage = PNG.sync.read(images[index]).data;
+
+    const newImage = PNG.sync.read(image).data;
+
+    const oldImage = isCertificate ? blankCertificateImage : storedImage;
+
+    const comparison = pixelMatch(
+      new Uint8Array(oldImage),
+      new Uint8Array(newImage),
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      diff.data as unknown as Uint8Array,
+      width,
+      height,
+      {
+        threshold: 0.25,
+        // includeAA: true, // This allows stricter testing.
+      },
+    );
+    console.log(`${id}-${index}: ${comparison}`);
+
+    const diffFilePath = path.join(testInfo.outputPath(), `${id}-${index}-diff.png`);
+    const oldFilePath = path.join(testInfo.outputPath(), `${id}-${index}-old.png`);
+    const newFilePath = path.join(testInfo.outputPath(), `${id}-${index}-new.png`);
+
+    fs.writeFileSync(diffFilePath, new Uint8Array(PNG.sync.write(diff)));
+    fs.writeFileSync(oldFilePath, new Uint8Array(images[index]));
+    fs.writeFileSync(newFilePath, new Uint8Array(image));
+
+    if (isCertificate) {
+      // Expect the certificate to NOT be blank. Since the storedImage is blank.
+      expect.soft(comparison).toBeGreaterThan(20000);
+    } else {
+      expect.soft(comparison).toEqual(0);
+    }
+  }
+};

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

@@ -3,7 +3,7 @@ import { expect, test } from '@playwright/test';
 import { DocumentStatus, FieldType } from '@prisma/client';
 
 import { getDocumentByToken } from '@documenso/lib/server-only/document/get-document-by-token';
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { getEnvelopeItemPdfUrl } from '@documenso/lib/utils/envelope-download';
 import { prisma } from '@documenso/prisma';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedTeam } from '@documenso/prisma/seed/teams';
@@ -25,20 +25,26 @@ test.describe('Signing Certificate Tests', () => {
       teamId: team.id,
     });
 
-    const documentData = await prisma.documentData
+    const recipient = recipients[0];
+
+    const documentData = await prisma.envelopeItem
       .findFirstOrThrow({
         where: {
-          envelopeItem: {
-            envelopeId: document.id,
-          },
+          envelopeId: document.id,
         },
       })
-      .then(async (data) => getFile(data));
+      .then(async (data) => {
+        const documentUrl = getEnvelopeItemPdfUrl({
+          type: 'download',
+          envelopeItem: data,
+          token: recipient.token,
+          version: 'signed',
+        });
+        return fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+      });
 
     const originalPdf = await PDFDocument.load(documentData);
 
-    const recipient = recipients[0];
-
     // Sign the document
     await page.goto(`/sign/${recipient.token}`);
 
@@ -78,10 +84,18 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    // Todo: Envelopes
-    const firstDocumentData = completedDocument.envelopeItems[0].documentData;
+    const firstDocumentData = completedDocument.envelopeItems[0];
 
-    const completedDocumentData = await getFile(firstDocumentData);
+    const documentUrl = getEnvelopeItemPdfUrl({
+      type: 'download',
+      envelopeItem: firstDocumentData,
+      token: recipient.token,
+      version: 'signed',
+    });
+
+    const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+    const completedDocumentData = new Uint8Array(pdfData);
 
     // Load the PDF and check number of pages
     const pdfDoc = await PDFDocument.load(completedDocumentData);
@@ -118,20 +132,26 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    const documentData = await prisma.documentData
+    const recipient = recipients[0];
+
+    const documentData = await prisma.envelopeItem
       .findFirstOrThrow({
         where: {
-          envelopeItem: {
-            envelopeId: document.id,
-          },
+          envelopeId: document.id,
         },
       })
-      .then(async (data) => getFile(data));
+      .then(async (data) => {
+        const documentUrl = getEnvelopeItemPdfUrl({
+          type: 'download',
+          envelopeItem: data,
+          token: recipient.token,
+          version: 'signed',
+        });
+        return fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+      });
 
     const originalPdf = await PDFDocument.load(documentData);
 
-    const recipient = recipients[0];
-
     // Sign the document
     await page.goto(`/sign/${recipient.token}`);
 
@@ -169,10 +189,18 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    // Todo: Envelopes
-    const firstDocumentData = completedDocument.envelopeItems[0].documentData;
+    const firstDocumentData = completedDocument.envelopeItems[0];
 
-    const completedDocumentData = await getFile(firstDocumentData);
+    const documentUrl = getEnvelopeItemPdfUrl({
+      type: 'download',
+      envelopeItem: firstDocumentData,
+      token: recipient.token,
+      version: 'signed',
+    });
+
+    const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+    const completedDocumentData = new Uint8Array(pdfData);
 
     // Load the PDF and check number of pages
     const completedPdf = await PDFDocument.load(completedDocumentData);
@@ -209,19 +237,25 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    const documentData = await prisma.documentData
+    const recipient = recipients[0];
+
+    const documentData = await prisma.envelopeItem
       .findFirstOrThrow({
         where: {
-          envelopeItem: {
-            envelopeId: document.id,
-          },
+          envelopeId: document.id,
         },
       })
-      .then(async (data) => getFile(data));
+      .then(async (data) => {
+        const documentUrl = getEnvelopeItemPdfUrl({
+          type: 'download',
+          envelopeItem: data,
+          token: recipient.token,
+          version: 'signed',
+        });
+        return fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+      });
 
-    const originalPdf = await PDFDocument.load(documentData);
-
-    const recipient = recipients[0];
+    const originalPdf = await PDFDocument.load(new Uint8Array(documentData));
 
     // Sign the document
     await page.goto(`/sign/${recipient.token}`);
@@ -260,7 +294,16 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    const completedDocumentData = await getFile(completedDocument.envelopeItems[0].documentData);
+    const documentUrl = getEnvelopeItemPdfUrl({
+      type: 'download',
+      envelopeItem: completedDocument.envelopeItems[0],
+      token: recipient.token,
+      version: 'signed',
+    });
+
+    const completedDocumentData = await fetch(documentUrl).then(
+      async (res) => await res.arrayBuffer(),
+    );
 
     // Load the PDF and check number of pages
     const completedPdf = await PDFDocument.load(completedDocumentData);

packages/app-tests/e2e/templates/create-document-from-template.spec.ts

@@ -1,6 +1,5 @@
 import { expect, test } from '@playwright/test';
 import { DocumentDataType, TeamMemberRole } from '@prisma/client';
-import fs from 'fs';
 import path from 'path';
 
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
@@ -12,6 +11,10 @@ import { seedUser } from '@documenso/prisma/seed/users';
 import { apiSignin } from '../fixtures/authentication';
 
 const EXAMPLE_PDF_PATH = path.join(__dirname, '../../../../assets/example.pdf');
+const FIELD_ALIGNMENT_TEST_PDF_PATH = path.join(
+  __dirname,
+  '../../../../assets/field-font-alignment.pdf',
+);
 
 /**
  * 1. Create a template with all settings filled out
@@ -233,10 +236,6 @@ test('[TEMPLATE]: should create a document from a template with custom document'
   const { user, team } = await seedUser();
   const template = await seedBlankTemplate(user, team.id);
 
-  // Create a temporary PDF file for upload
-
-  const pdfContent = fs.readFileSync(EXAMPLE_PDF_PATH).toString('base64');
-
   await apiSignin({
     page,
     email: user.email,
@@ -277,7 +276,7 @@ test('[TEMPLATE]: should create a document from a template with custom document'
       }),
   ]);
 
-  await fileChooser.setFiles(EXAMPLE_PDF_PATH);
+  await fileChooser.setFiles(FIELD_ALIGNMENT_TEST_PDF_PATH);
 
   // Wait for upload to complete
   await expect(page.getByText('Remove')).toBeVisible();
@@ -314,8 +313,12 @@ test('[TEMPLATE]: should create a document from a template with custom document'
   expect(firstDocumentData.type).toEqual(expectedDocumentDataType);
 
   if (expectedDocumentDataType === DocumentDataType.BYTES_64) {
-    expect(firstDocumentData.data).toEqual(pdfContent);
-    expect(firstDocumentData.initialData).toEqual(pdfContent);
+    // Todo: Doesn't really work due to normalization of the PDF which won't let us directly compare the data.
+    // Probably need to do a pixel match
+    expect(firstDocumentData.data).not.toEqual(template.envelopeItems[0].documentData.data);
+    expect(firstDocumentData.initialData).not.toEqual(
+      template.envelopeItems[0].documentData.initialData,
+    );
   } else {
     // For S3, we expect the data/initialData to be the S3 path (non-empty string)
     expect(firstDocumentData.data).toBeTruthy();
@@ -336,8 +339,6 @@ test('[TEMPLATE]: should create a team document from a template with custom docu
 
   const template = await seedBlankTemplate(owner, team.id);
 
-  const pdfContent = fs.readFileSync(EXAMPLE_PDF_PATH).toString('base64');
-
   await apiSignin({
     page,
     email: owner.email,
@@ -378,7 +379,7 @@ test('[TEMPLATE]: should create a team document from a template with custom docu
       }),
   ]);
 
-  await fileChooser.setFiles(EXAMPLE_PDF_PATH);
+  await fileChooser.setFiles(FIELD_ALIGNMENT_TEST_PDF_PATH);
 
   // Wait for upload to complete
   await expect(page.getByText('Remove')).toBeVisible();
@@ -416,8 +417,12 @@ test('[TEMPLATE]: should create a team document from a template with custom docu
   expect(firstDocumentData.type).toEqual(expectedDocumentDataType);
 
   if (expectedDocumentDataType === DocumentDataType.BYTES_64) {
-    expect(firstDocumentData.data).toEqual(pdfContent);
-    expect(firstDocumentData.initialData).toEqual(pdfContent);
+    // Todo: Doesn't really work due to normalization of the PDF which won't let us directly compare the data.
+    // Probably need to do a pixel match
+    expect(firstDocumentData.data).not.toEqual(template.envelopeItems[0].documentData.data);
+    expect(firstDocumentData.initialData).not.toEqual(
+      template.envelopeItems[0].documentData.initialData,
+    );
   } else {
     // For S3, we expect the data/initialData to be the S3 path (non-empty string)
     expect(firstDocumentData.data).toBeTruthy();

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);
+});