fix: add endpoints for getting files

Adds the missing endpoints for documents, envelopes and
templates supporting file uploads in a singular request.

Also updates frontend components that would use the prior
hidden endpoints.

.env.example

@@ -13,6 +13,10 @@ NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 # https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#google-oauth-gmail
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
 NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=""
+# Find documentation on setting up Microsoft OAuth here:
+# https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#microsoft-oauth-azure-ad
+NEXT_PRIVATE_MICROSOFT_CLIENT_ID=""
+NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET=""
 
 NEXT_PRIVATE_OIDC_WELL_KNOWN=""
 NEXT_PRIVATE_OIDC_CLIENT_ID=""
@@ -25,6 +29,10 @@ NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
 # URL used by the web app to request itself (e.g. local background jobs)
 NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
 
+# [[SERVER]]
+# OPTIONAL: The port the server will listen on. Defaults to 3000.
+PORT=3000
+
 # [[DATABASE]]
 NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
 # Defines the URL to use for the database when running migrations and other commands that won't work with a connection pool.

.gitignore

@@ -56,4 +56,7 @@ logs.json
 
 # claude
 .claude
-CLAUDE.md
+CLAUDE.md
+
+# agents
+.specs

AGENTS.md

@@ -0,0 +1,57 @@
+# Agent Guidelines for Documenso
+
+## Build/Test/Lint Commands
+
+- `npm run build` - Build all packages
+- `npm run lint` - Lint all packages
+- `npm run lint:fix` - Auto-fix linting issues
+- `npm run test:e2e` - Run E2E tests with Playwright
+- `npm run test:dev -w @documenso/app-tests` - Run single E2E test in dev mode
+- `npm run test-ui:dev -w @documenso/app-tests` - Run E2E tests with UI
+- `npm run format` - Format code with Prettier
+- `npm run dev` - Start development server for Remix app
+
+## Code Style Guidelines
+
+- Use TypeScript for all code; prefer `type` over `interface`
+- Use functional components with `const Component = () => {}`
+- Never use classes; prefer functional/declarative patterns
+- Use descriptive variable names with auxiliary verbs (isLoading, hasError)
+- Directory names: lowercase with dashes (auth-wizard)
+- Use named exports for components
+- Never use 'use client' directive
+- Never use 1-line if statements
+- Structure files: exported component, subcomponents, helpers, static content, types
+
+## Error Handling & Validation
+
+- Use custom AppError class when throwing errors
+- When catching errors on the frontend use `const error = AppError.parse(error)` to get the error code
+- Use early returns and guard clauses
+- Use Zod for form validation and react-hook-form for forms
+- Use error boundaries for unexpected errors
+
+## UI & Styling
+
+- Use Shadcn UI, Radix, and Tailwind CSS with mobile-first approach
+- Use `<Form>` `<FormItem>` elements with fieldset having `:disabled` attribute when loading
+- Use Lucide icons with longhand names (HomeIcon vs Home)
+
+## TRPC Routes
+
+- Each route in own file: `routers/teams/create-team.ts`
+- Associated types file: `routers/teams/create-team.types.ts`
+- Request/response schemas: `Z[RouteName]RequestSchema`, `Z[RouteName]ResponseSchema`
+- Only use GET and POST methods in OpenAPI meta
+- Deconstruct input argument on its own line
+- Prefer route names such as get/getMany/find/create/update/delete
+- "create" routes request schema should have the ID and data in the top level
+- "update" routes request schema should have the ID in the top level and the data in a nested "data" object
+
+## Translations & Remix
+
+- Use `<Trans>string</Trans>` for JSX translations from `@lingui/react/macro`
+- Use `t\`string\`` macro for TypeScript translations
+- Use `(params: Route.Params)` and `(loaderData: Route.LoaderData)` for routes
+- Directly return data from loaders, don't use `json()`
+- Use `superLoaderJson` when sending complex data through loaders such as dates or prisma decimals

CODE_STYLE.md

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

README.md

@@ -214,8 +214,6 @@ For detailed instructions on how to configure and run the Docker container, plea
 
 We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
 
-> Please note that the below deployment methods are for v0.9, we will update these to v1.0 once it has been released.
-
 ### Fetch, configure, and build
 
 First, clone the code from Github:
@@ -258,7 +256,7 @@ npm run start
 
 This will start the server on `localhost:3000`. For now, any reverse proxy can then do the frontend and SSL termination.
 
-> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/web` folder.
+> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
 
 ### Run as a service
 
@@ -308,7 +306,7 @@ The Web UI can be found at http://localhost:9000, while the SMTP port will be on
 
 ### Support IPv6
 
-If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Next.js start command
+If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Remix start command
 
 For local docker run
 

SIGNING.md

@@ -10,15 +10,26 @@ For the digital signature of your documents you need a signing certificate in .p
 
    `openssl req -new -x509 -key private.key -out certificate.crt -days 365`
 
-   This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The -days parameter sets the number of days for which the certificate is valid.
+   This will prompt you to enter some information, such as the Common Name (CN) for the certificate. Make sure you enter the correct information. The `-days` parameter sets the number of days for which the certificate is valid.
 
-3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following command to do this:
+3. Combine the private key and the self-signed certificate to create the p12 certificate. You can run the following commands to do this:
 
-   `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt`
+   ```bash
+   # Set certificate password securely (won't appear in command history)
+   read -s -p "Enter certificate password: " CERT_PASS
+   echo
+   
+   # Create the p12 certificate using the environment variable
+   openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt \
+       -password env:CERT_PASS \
+       -keypbe PBE-SHA1-3DES \
+       -certpbe PBE-SHA1-3DES \
+       -macalg sha1
+   ```
 
-4. You will be prompted to enter a password for the p12 file. Choose a strong password and remember it, as you will need it to use the certificate (**can be empty for dev certificates**)
+4. **IMPORTANT**: A certificate password is required to prevent signing failures. Make sure to use a strong password (minimum 4 characters) when prompted. Certificates without passwords will cause "Failed to get private key bags" errors during document signing.
 
-5. Place the certificate `/apps/web/resources/certificate.p12` (If the path does not exist, it needs to be created)
+5. Place the certificate `/apps/remix/resources/certificate.p12` (If the path does not exist, it needs to be created)
 
 ## Docker
 

apps/documentation/pages/developers/contributing/contributing-translations.mdx

@@ -25,7 +25,7 @@ The translation files are organized into folders represented by their respective
 Each PO file contains translations which look like this:
 
 ```po
-#: apps/web/src/app/(signing)/sign/[token]/no-longer-available.tsx:61
+#: apps/remix/app/(signing)/sign/[token]/no-longer-available.tsx:61
 msgid "Want to send slick signing links like this one? <0>Check out Documenso.</0>"
 msgstr "Möchten Sie auffällige Signatur-Links wie diesen senden? <0>Überprüfen Sie Documenso.</0>"
 ```

apps/documentation/pages/developers/self-hosting/how-to.mdx

@@ -54,7 +54,7 @@ Install the project dependencies as follows:
 
 ```bash
 npm i
-npm run build:web
+npm run build
 npm run prisma:migrate-deploy
 ```
 
@@ -69,7 +69,7 @@ npm run start
 This will start the server on `localhost:3000`. Any reverse proxy can handle the front end and SSL termination.
 
 <Callout type="info">
- If you want to run with another port than `3000`, you can start the application with `next -p <ANY PORT>` from the `apps/web` folder.
+ If you want to run with another port than `3000`, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
 </Callout>
 
 </Steps>
@@ -119,16 +119,89 @@ NEXT_PRIVATE_SMTP_USERNAME="<your-username>"
 NEXT_PRIVATE_SMTP_PASSWORD="<your-password>"
 ```
 
-### Update the Volume Binding
+### Set Up Your Signing Certificate
 
-The `cert.p12` file is required to sign and encrypt documents, so you must provide your key file. Update the volume binding in the `compose.yml` file to point to your key file:
+<Callout type="warning">
+  This is the most common source of issues for self-hosters. Please follow these steps carefully.
+</Callout>
 
-```yaml
+The `cert.p12` file is required to sign and encrypt documents. You have three options:
-volumes:
-  - /path/to/your/keyfile.p12:/opt/documenso/cert.p12
-```
 
-After updating the volume binding, save the `compose.yml` file and run the following command to start the containers:
+#### Option A: Generate Certificate Inside Container (Recommended)
+
+This method avoids file permission issues by creating the certificate directly inside the Docker container:
+
+1. Start your containers:
+
+   ```bash
+   docker-compose up -d
+   ```
+
+2. Set certificate password securely and generate certificate inside the container:
+
+   ```bash
+   # Set certificate password securely (won't appear in command history)
+   read -s -p "Enter certificate password: " CERT_PASS
+   echo
+
+   # Generate certificate inside container using environment variable
+   docker exec -e CERT_PASS="$CERT_PASS" -it documenso-production-documenso-1 bash -c "
+     openssl req -x509 -nodes -days 365 -newkey rsa:2048 \
+       -keyout /tmp/private.key \
+       -out /tmp/certificate.crt \
+       -subj '/C=US/ST=State/L=City/O=Organization/CN=localhost' && \
+     openssl pkcs12 -export -out /app/certs/cert.p12 \
+       -inkey /tmp/private.key -in /tmp/certificate.crt \
+       -passout env:CERT_PASS && \
+     rm /tmp/private.key /tmp/certificate.crt
+   "
+   ```
+
+3. Add the certificate passphrase to your `.env` file:
+
+   ```bash
+   NEXT_PRIVATE_SIGNING_PASSPHRASE="your_password_here"
+   ```
+
+4. Restart the container to apply changes:
+   ```bash
+   docker-compose restart documenso
+   ```
+
+#### Option B: Use an Existing Certificate File
+
+If you have an existing `.p12` certificate file:
+
+1. **Place your certificate file** in an accessible location on your host system
+2. **Set proper permissions:**
+
+   ```bash
+   # Make sure the certificate is readable
+   chmod 644 /path/to/your/cert.p12
+
+   # For Docker, ensure proper ownership
+   chown 1001:1001 /path/to/your/cert.p12
+   ```
+
+3. **Update the volume binding** in the `compose.yml` file:
+
+   ```yaml
+   volumes:
+     - /path/to/your/cert.p12:/opt/documenso/cert.p12:ro
+   ```
+
+4. **Add certificate configuration** to your `.env` file:
+   ```bash
+   NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=/opt/documenso/cert.p12
+   NEXT_PRIVATE_SIGNING_PASSPHRASE=your_certificate_password
+   ```
+
+<Callout type="warning">
+  Your certificate MUST have a password. Certificates without passwords will cause "Failed to get
+  private key bags" errors.
+</Callout>
+
+After setting up your certificate, save the `compose.yml` file and run the following command to start the containers:
 
 ```bash
 docker-compose --env-file ./.env up -d
@@ -249,7 +322,7 @@ After=network.target
 Environment=PATH=/path/to/your/node/binaries
 Type=simple
 User=www-data
-WorkingDirectory=/var/www/documenso/apps/web
+WorkingDirectory=/var/www/documenso/apps/remix
 ExecStart=/usr/bin/next start -p 3500
 TimeoutSec=15
 Restart=always

apps/documentation/pages/developers/self-hosting/setting-up-oauth-providers.mdx

@@ -27,3 +27,33 @@ NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=<your-client-secret>
 ```
 
 Finally verify the signing in with Google works by signing in with your Google account and checking the email address in your profile.
+
+## Microsoft OAuth (Azure AD)
+
+To use Microsoft OAuth, you will need to create an Azure AD application registration in the Microsoft Azure portal. This will allow users to sign in with their Microsoft accounts.
+
+### Create and configure a new Azure AD application
+
+1. Go to the [Azure Portal](https://portal.azure.com/)
+2. Navigate to **Azure Active Directory** (or **Microsoft Entra ID** in newer Azure portals)
+3. In the left sidebar, click **App registrations**
+4. Click **New registration**
+5. Enter a name for your application (e.g., "Documenso")
+6. Under **Supported account types**, select **Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)** to allow any Microsoft account to sign in
+7. Under **Redirect URI**, select **Web** and enter: `https://<documenso-domain>/api/auth/callback/microsoft`
+8. Click **Register**
+
+### Configure the application
+
+1. After registration, you'll be taken to the app's overview page
+2. Copy the **Application (client) ID** - this will be your `NEXT_PRIVATE_MICROSOFT_CLIENT_ID`
+3. In the left sidebar, click **Certificates & secrets**
+4. Under **Client secrets**, click **New client secret**
+5. Add a description and select an expiration period
+6. Click **Add** and copy the **Value** (not the Secret ID) - this will be your `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET`
+7. In the Documenso environment variables, set the following:
+
+```
+NEXT_PRIVATE_MICROSOFT_CLIENT_ID=<your-application-client-id>
+NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET=<your-client-secret-value>
+```

apps/documentation/pages/users/compliance/standards-and-regulations.mdx

@@ -19,13 +19,13 @@ device, and other FDA-regulated industries.
 - [x] User Access Management
 - [x] Quality Assurance Documentation
 
-## SOC/ SOC II
+## SOC 2
 
-<Callout type="warning" emoji="⏳">
+<Callout type="info" emoji="✅">
-  Status: [Planned](https://github.com/documenso/backlog/issues/24)
+  Status: [Compliant](https://documen.so/trust)
 </Callout>
 
-SOC II is a framework for managing and auditing the security, availability, processing integrity, confidentiality,
+SOC 2 is a framework for managing and auditing the security, availability, processing integrity, confidentiality,
 and data privacy in cloud and IT service organizations, established by the American Institute of Certified
 Public Accountants (AICPA).
 
@@ -34,9 +34,9 @@ Public Accountants (AICPA).
 <Callout type="warning" emoji="⏳">
   Status: [Planned](https://github.com/documenso/backlog/issues/26)
 </Callout>
-ISO 27001 is an international standard for managing information security, specifying requirements for
+ISO 27001 is an international standard for managing information security, specifying requirements
-establishing, implementing, maintaining, and continually improving an information security management
+for establishing, implementing, maintaining, and continually improving an information security
-system (ISMS).
+management system (ISMS).
 
 ### HIPAA
 

apps/documentation/pages/users/documents/sending-documents.mdx

@@ -18,6 +18,11 @@ The guide assumes you have a Documenso account. If you don't, you can create a f
 
 Navigate to the [Documenso dashboard](https://app.documenso.com/documents) and click on the "Add a document" button. Select the document you want to upload and wait for the upload to complete.
 
+<Callout type="info">
+  The maximum file size for uploaded documents is 150MB in production. In staging, the limit is
+  50MB.
+</Callout>
+
 ![Documenso dashboard](/document-signing/documenso-documents-dashboard.webp)
 
 After the upload is complete, you will be redirected to the document's page. You can configure the document's settings and add recipients and fields here.

apps/documentation/pages/users/organisations/_meta.json

@@ -3,5 +3,6 @@
   "members": "Members",
   "groups": "Groups",
   "teams": "Teams",
+  "sso": "SSO",
   "billing": "Billing"
-}
+}

apps/documentation/pages/users/organisations/sso/_meta.json

@@ -0,0 +1,4 @@
+{
+  "index": "Configuration",
+  "microsoft-entra-id": "Microsoft Entra ID"
+}

apps/documentation/pages/users/organisations/sso/index.mdx

@@ -0,0 +1,149 @@
+---
+title: SSO Portal
+description: Learn how to set up a custom SSO login portal for your organisation.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Organisation SSO Portal
+
+The SSO Portal provides a dedicated login URL for your organisation that integrates with any OIDC compliant identity provider. This feature provides:
+
+- **Single Sign-On**: Access Documenso using your own authentication system
+- **Automatic onboarding**: New users will be automatically added to your organisation when they sign in through the portal
+- **Delegated account management**: Your organisation has full control over the users who sign in through the portal
+
+<Callout type="warning">
+  Anyone who signs in through your portal will be added to your organisation as a member.
+</Callout>
+
+## Getting Started
+
+To set up the SSO Portal, you need to be an organisation owner, admin, or manager.
+
+<Callout type="info">
+  **Enterprise Only**: This feature is only available to Enterprise customers.
+</Callout>
+
+<Steps>
+
+### Access Organisation SSO Settings
+
+![Organisation SSO Portal settings](/organisations/organisations-sso-settings.webp)
+
+### Configure SSO Portal
+
+See the [Microsoft Entra ID](/users/organisations/sso/microsoft-entra-id) guide to find the values for the following fields.
+
+#### Issuer URL
+
+Enter the OpenID discovery endpoint URL for your provider. Here are some common examples:
+
+- **Google Workspace**: `https://accounts.google.com/.well-known/openid-configuration`
+- **Microsoft Entra ID**: `https://login.microsoftonline.com/{tenant-id}/v2.0/.well-known/openid-configuration`
+- **Okta**: `https://{your-domain}.okta.com/.well-known/openid-configuration`
+- **Auth0**: `https://{your-domain}.auth0.com/.well-known/openid-configuration`
+
+#### Client Credentials
+
+Enter the client ID and client secret provided by your identity provider:
+
+- **Client ID**: The unique identifier for your application
+- **Client Secret**: The secret key for authenticating your application
+
+#### Default Organisation Role
+
+Select the default Organisation role that new users will receive when they first sign in through the portal.
+
+#### Allowed Email Domains
+
+Specify which email domains are allowed to sign in through your SSO portal. Separate domains with spaces:
+
+```
+your-domain.com another-domain.com
+```
+
+Leave this field empty to allow all domains.
+
+### Configure Your Identity Provider
+
+You'll need to configure your identity provider with the following information:
+
+- Redirect URI
+- Scopes
+
+These values are found at the top of the page.
+
+### Save Configuration
+
+Toggle the "Enable SSO portal" switch to activate the feature for your organisation.
+
+Click "Update" to save your SSO portal configuration. The portal will be activated once all required fields are completed.
+
+</Steps>
+
+## Testing Your SSO Portal
+
+Once configured, you can test your SSO portal by:
+
+1. Navigating to your portal URL found at the top of the organisation SSO portal settings page
+2. Sign in with a test account from your configured domain
+3. Verifying that the user is properly provisioned with the correct organisation role
+
+## Best Practices
+
+### Reduce Friction
+
+Create a custom subdomain for your organisation's SSO portal. For example, you can create a subdomain like `documenso.your-organisation.com` which redirects to the portal link.
+
+### Security Considerations
+
+Please note that anyone who signs in through your portal will be added to your organisation as a member.
+
+- **Domain Restrictions**: Use allowed domains to prevent unauthorized access
+- **Role Assignment**: Carefully consider the default organisation role for new users
+
+## Troubleshooting
+
+### Common Issues
+
+**"Invalid issuer URL"**
+
+- Verify the issuer URL is correct and accessible
+- Ensure the URL follows the OpenID Connect discovery format
+
+**"Client authentication failed"**
+
+- Check that your client ID and client secret are correct
+- Verify that your application is properly registered with your identity provider
+
+**"User not provisioned"**
+
+- Check that the user's email domain is in the allowed domains list
+- Verify the default organisation role is set correctly
+
+**"Redirect URI mismatch"**
+
+- Ensure the redirect URI in Documenso matches exactly what's configured in your identity provider
+- Check for any trailing slashes or protocol mismatches
+
+### Getting Help
+
+If you encounter issues with your SSO portal configuration:
+
+1. Review your identity provider's documentation for OpenID Connect setup
+2. Check the Documenso logs for detailed error messages
+3. Contact your identity provider's support for provider-specific issues
+
+<Callout type="info">
+  For additional support for SSO Portal configuration, contact our support team at
+  support@documenso.com.
+</Callout>
+
+## Identity Provider Guides
+
+For detailed setup instructions for specific identity providers:
+
+- [Microsoft Entra ID](/users/organisations/sso/microsoft-entra-id) - Complete guide for Azure AD configuration

apps/documentation/pages/users/organisations/sso/microsoft-entra-id.mdx

@@ -0,0 +1,76 @@
+---
+title: Microsoft Entra ID
+description: Learn how to configure Microsoft Entra ID (Azure AD) for your organisation's SSO portal.
+---
+
+import Image from 'next/image';
+
+import { Callout, Steps } from 'nextra/components';
+
+# Microsoft Entra ID Configuration
+
+Microsoft Entra ID (formerly Azure Active Directory) is a popular identity provider for enterprise SSO. This guide will walk you through creating an app registration and configuring it for use with your Documenso SSO portal.
+
+## Prerequisites
+
+- Access to Microsoft Entra ID (Azure AD) admin center
+- Access to your Documenso organisation as an administrator or manager
+
+<Callout type="warning">Each user in your Azure AD will need an email associated with it.</Callout>
+
+## Creating an App Registration
+
+<Steps>
+
+### Access Azure Portal
+
+1. Navigate to the Azure Portal
+2. Sign in with your Microsoft Entra ID administrator account
+3. Search for "Azure Active Directory" or "Microsoft Entra ID" in the search bar
+4. Click on "Microsoft Entra ID" from the results
+
+### Create App Registration
+
+1. In the left sidebar, click on "App registrations"
+2. Click the "New registration" button
+
+### Configure App Registration
+
+Fill in the registration form with the following details:
+
+- **Name**: Your preferred name (e.g. `Documenso SSO Portal`)
+- **Supported account types**: Choose based on your needs
+- **Redirect URI (Web)**: Found in the Documenso SSO portal settings page
+
+Click "Register" to create the app registration.
+
+### Get Client ID
+
+After registration, you'll be taken to the app's overview page. The **Application (client) ID** is displayed prominently - this is your Client ID for Documenso.
+
+### Create Client Secret
+
+1. In the left sidebar, click on "Certificates & secrets"
+2. Click "New client secret"
+3. Add a description (e.g., "Documenso SSO Secret")
+4. Choose an expiration period (recommended 12-24 months)
+5. Click "Add"
+
+Make sure you copy the "Secret value", not the "Secret ID", you won't be able to access it again after you leave the page.
+
+</Steps>
+
+## Getting Your OpenID Configuration URL
+
+1. In the Azure portal, go to "Microsoft Entra ID"
+2. Click on "Overview" in the left sidebar
+3. Click the "Endpoints" in the horizontal tab
+4. Copy the "OpenID Connect metadata document" value
+
+## Configure Documenso SSO Portal
+
+Now you have all the information needed to configure your Documenso SSO portal:
+
+- **Issuer URL**: The "OpenID Connect metadata document" value from the previous step
+- **Client ID**: The Application (client) ID from your app registration
+- **Client Secret**: The secret value you copied during creation

apps/openpage-api/lib/growth/get-monthly-completed-document.ts

@@ -1,4 +1,4 @@
-import { DocumentStatus } from '@prisma/client';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
@@ -7,18 +7,19 @@ import { addZeroMonth } from '../add-zero-month';
 
 export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
-    .selectFrom('Document')
+    .selectFrom('Envelope')
     .select(({ fn }) => [
-      fn<Date>('DATE_TRUNC', [sql.lit('MONTH'), 'Document.updatedAt']).as('month'),
+      fn<Date>('DATE_TRUNC', [sql.lit('MONTH'), 'Envelope.updatedAt']).as('month'),
       fn.count('id').as('count'),
       fn
         .sum(fn.count('id'))
         // Feels like a bug in the Kysely extension but I just can not do this orderBy in a type-safe manner
         // eslint-disable-next-line @typescript-eslint/consistent-type-assertions, @typescript-eslint/no-explicit-any
-        .over((ob) => ob.orderBy(fn('DATE_TRUNC', [sql.lit('MONTH'), 'Document.updatedAt']) as any))
+        .over((ob) => ob.orderBy(fn('DATE_TRUNC', [sql.lit('MONTH'), 'Envelope.updatedAt']) as any))
         .as('cume_count'),
     ])
-    .where(() => sql`"Document"."status" = ${DocumentStatus.COMPLETED}::"DocumentStatus"`)
+    .where(() => sql`"Envelope"."status" = ${DocumentStatus.COMPLETED}::"DocumentStatus"`)
+    .where(() => sql`"Envelope"."type" = ${EnvelopeType.DOCUMENT}::"EnvelopeType"`)
     .groupBy('month')
     .orderBy('month', 'desc')
     .limit(12);

apps/openpage-api/package.json

@@ -5,7 +5,7 @@
   "scripts": {
     "dev": "next dev -p 3003",
     "build": "next build",
-    "start": "next start",
+    "start": "next start -p 3003",
     "lint:fix": "next lint --fix",
     "clean": "rimraf .next && rimraf node_modules"
   },

apps/remix/app/app.css

@@ -27,9 +27,45 @@
   font-display: swap;
 }
 
+@font-face {
+  font-family: 'Noto Sans';
+  src: url('/fonts/noto-sans.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Korean noto sans */
+@font-face {
+  font-family: 'Noto Sans Korean';
+  src: url('/fonts/noto-sans-korean.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Japanese noto sans */
+@font-face {
+  font-family: 'Noto Sans Japanese';
+  src: url('/fonts/noto-sans-japanese.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Chinese noto sans */
+@font-face {
+  font-family: 'Noto Sans Chinese';
+  src: url('/fonts/noto-sans-chinese.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
 @layer base {
   :root {
     --font-sans: 'Inter';
     --font-signature: 'Caveat';
+    --font-noto: 'Noto Sans', 'Noto Sans Korean', 'Noto Sans Japanese', 'Noto Sans Chinese';
   }
 }

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

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document } from '@prisma/client';
 import { useNavigate } from 'react-router';
 
 import { trpc } from '@documenso/trpc/react';
@@ -22,10 +21,10 @@ import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminDocumentDeleteDialogProps = {
-  document: Document;
+  envelopeId: string;
 };
 
-export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialogProps) => {
+export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -34,7 +33,7 @@ export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialo
   const [reason, setReason] = useState('');
 
   const { mutateAsync: deleteDocument, isPending: isDeletingDocument } =
-    trpc.admin.deleteDocument.useMutation();
+    trpc.admin.document.delete.useMutation();
 
   const handleDeleteDocument = async () => {
     try {
@@ -42,7 +41,7 @@ export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialo
         return;
       }
 
-      await deleteDocument({ id: document.id, reason });
+      await deleteDocument({ id: envelopeId, reason });
 
       toast({
         title: _(msg`Document deleted`),

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
@@ -96,17 +96,16 @@ export const AdminOrganisationCreateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    form.reset();
-      form.reset();
+  }, [open, form]);
-    }
-    if (!form.formState.isSubmitting) {
-      setOpen(value);
-    }
-  };
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button className="flex-shrink-0" variant="secondary">

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

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

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

@@ -3,12 +3,12 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { useNavigate } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -25,7 +25,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminUserDeleteDialogProps = {
   className?: string;
-  user: User;
+  user: TGetUserResponse;
 };
 
 export const AdminUserDeleteDialog = ({ className, user }: AdminUserDeleteDialogProps) => {
@@ -35,7 +35,7 @@ export const AdminUserDeleteDialog = ({ className, user }: AdminUserDeleteDialog
   const [email, setEmail] = useState('');
 
   const { mutateAsync: deleteUser, isPending: isDeletingUser } =
-    trpc.admin.deleteUser.useMutation();
+    trpc.admin.user.delete.useMutation();
 
   const onDeleteAccount = async () => {
     try {

apps/remix/app/components/dialogs/admin-user-disable-dialog.tsx

@@ -3,11 +3,11 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -24,7 +24,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminUserDisableDialogProps = {
   className?: string;
-  userToDisable: User;
+  userToDisable: TGetUserResponse;
 };
 
 export const AdminUserDisableDialog = ({
@@ -37,7 +37,7 @@ export const AdminUserDisableDialog = ({
   const [email, setEmail] = useState('');
 
   const { mutateAsync: disableUser, isPending: isDisablingUser } =
-    trpc.admin.disableUser.useMutation();
+    trpc.admin.user.disable.useMutation();
 
   const onDisableAccount = async () => {
     try {

apps/remix/app/components/dialogs/admin-user-enable-dialog.tsx

@@ -3,11 +3,11 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -24,7 +24,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminUserEnableDialogProps = {
   className?: string;
-  userToEnable: User;
+  userToEnable: TGetUserResponse;
 };
 
 export const AdminUserEnableDialog = ({ className, userToEnable }: AdminUserEnableDialogProps) => {
@@ -34,7 +34,7 @@ export const AdminUserEnableDialog = ({ className, userToEnable }: AdminUserEnab
   const [email, setEmail] = useState('');
 
   const { mutateAsync: enableUser, isPending: isEnablingUser } =
-    trpc.admin.enableUser.useMutation();
+    trpc.admin.user.enable.useMutation();
 
   const onEnableAccount = async () => {
     try {

apps/remix/app/components/dialogs/admin-user-reset-two-factor-dialog.tsx

@@ -3,12 +3,12 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { useRevalidator } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -25,7 +25,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminUserResetTwoFactorDialogProps = {
   className?: string;
-  user: User;
+  user: TGetUserResponse;
 };
 
 export const AdminUserResetTwoFactorDialog = ({

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
@@ -49,7 +49,7 @@ export const DocumentDeleteDialog = ({
   const [inputValue, setInputValue] = useState('');
   const [isDeleteEnabled, setIsDeleteEnabled] = useState(status === DocumentStatus.DRAFT);
 
-  const { mutateAsync: deleteDocument, isPending } = trpcReact.document.deleteDocument.useMutation({
+  const { mutateAsync: deleteDocument, isPending } = trpcReact.document.delete.useMutation({
     onSuccess: async () => {
       void refreshLimits();
 
@@ -73,23 +73,20 @@ export const DocumentDeleteDialog = ({
     },
   });
 
+  useEffect(() => {
+    if (open) {
+      setInputValue('');
+      setIsDeleteEnabled(status === DocumentStatus.DRAFT);
+    }
+  }, [open, status]);
+
   const onInputChange = (event: React.ChangeEvent<HTMLInputElement>) => {
     setInputValue(event.target.value);
     setIsDeleteEnabled(event.target.value === _(deleteMessage));
   };
 
-  const handleOpenChange = (value: boolean) => {
-    if (value) {
-      setInputValue('');
-      setIsDeleteEnabled(status === DocumentStatus.DRAFT);
-    }
-    if (!isPending) {
-      onOpenChange(value);
-    }
-  };
-
   return (
-    <Dialog open={open} onOpenChange={handleOpenChange}>
+    <Dialog open={open} onOpenChange={(value) => !isPending && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>

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

@@ -36,11 +36,12 @@ export const DocumentDuplicateDialog = ({
 
   const team = useCurrentTeam();
 
-  const { data: document, isLoading } = trpcReact.document.getDocumentById.useQuery(
+  const { data: document, isLoading } = trpcReact.document.get.useQuery(
     {
       documentId: id,
     },
     {
+      queryHash: `document-duplicate-dialog-${id}`,
       enabled: open === true,
     },
   );
@@ -55,15 +56,15 @@ export const DocumentDuplicateDialog = ({
   const documentsPath = formatDocumentsPath(team.url);
 
   const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
-    trpcReact.document.duplicateDocument.useMutation({
+    trpcReact.document.duplicate.useMutation({
-      onSuccess: async ({ documentId }) => {
+      onSuccess: async ({ id }) => {
         toast({
           title: _(msg`Document Duplicated`),
           description: _(msg`Your document has been successfully duplicated.`),
           duration: 5000,
         });
 
-        await navigate(`${documentsPath}/${documentId}/edit`);
+        await navigate(`${documentsPath}/${id}/edit`);
         onOpenChange(false);
       },
     });

apps/remix/app/components/dialogs/document-move-to-folder-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -71,7 +71,7 @@ export const DocumentMoveToFolderDialog = ({
     },
   });
 
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
     {
       parentId: currentFolderId,
       type: FolderType.DOCUMENT,
@@ -81,13 +81,24 @@ export const DocumentMoveToFolderDialog = ({
     },
   );
 
-  const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
+  const { mutateAsync: updateDocument } = trpc.document.update.useMutation();
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+      setSearchTerm('');
+    } else {
+      form.reset({ folderId: currentFolderId });
+    }
+  }, [open, currentFolderId, form]);
 
   const onSubmit = async (data: TMoveDocumentFormSchema) => {
     try {
-      await moveDocumentToFolder({
+      await updateDocument({
         documentId,
-        folderId: data.folderId ?? null,
+        data: {
+          folderId: data.folderId ?? null,
+        },
       });
 
       const documentsPath = formatDocumentsPath(team.url);
@@ -136,22 +147,12 @@ export const DocumentMoveToFolderDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
-    if (!value) {
-      form.reset();
-      setSearchTerm('');
-    } else {
-      form.reset({ folderId: currentFolderId });
-    }
-    onOpenChange(value);
-  };
-
   const filteredFolders = folders?.data.filter((folder) =>
     folder.name.toLowerCase().includes(searchTerm.toLowerCase()),
   );
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>

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

@@ -4,15 +4,15 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { type Recipient, SigningStatus } from '@prisma/client';
+import { type Recipient, SigningStatus, type Team, type User } from '@prisma/client';
 import { History } from 'lucide-react';
-import { useForm } from 'react-hook-form';
+import { useForm, useWatch } from 'react-hook-form';
 import * as z from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
-import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import type { Document } from '@documenso/prisma/types/document-legacy-schema';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -43,7 +43,11 @@ import { StackAvatar } from '../general/stack-avatar';
 const FORM_ID = 'resend-email';
 
 export type DocumentResendDialogProps = {
-  document: TDocumentRow;
+  document: Pick<Document, 'id' | 'userId' | 'teamId' | 'status'> & {
+    user: Pick<User, 'id' | 'name' | 'email'>;
+    recipients: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
+  };
   recipients: Recipient[];
 };
 
@@ -71,7 +75,7 @@ export const DocumentResendDialog = ({ document, recipients }: DocumentResendDia
     document.status !== 'PENDING' ||
     !recipients.some((r) => r.signingStatus === SigningStatus.NOT_SIGNED);
 
-  const { mutateAsync: resendDocument } = trpcReact.document.resendDocument.useMutation();
+  const { mutateAsync: resendDocument } = trpcReact.document.redistribute.useMutation();
 
   const form = useForm<TResendDocumentFormSchema>({
     resolver: zodResolver(ZResendDocumentFormSchema),
@@ -85,6 +89,11 @@ export const DocumentResendDialog = ({ document, recipients }: DocumentResendDia
     formState: { isSubmitting },
   } = form;
 
+  const selectedRecipients = useWatch({
+    control: form.control,
+    name: 'recipients',
+  });
+
   const onFormSubmit = async ({ recipients }: TResendDocumentFormSchema) => {
     try {
       await resendDocument({ documentId: document.id, recipients });
@@ -151,7 +160,7 @@ export const DocumentResendDialog = ({ document, recipients }: DocumentResendDia
 
                       <FormControl>
                         <Checkbox
-                          className="h-5 w-5 rounded-full"
+                          className="h-5 w-5 rounded-full border border-neutral-400"
                           value={recipient.id}
                           checked={value.includes(recipient.id)}
                           onCheckedChange={(checked: boolean) =>
@@ -182,7 +191,13 @@ export const DocumentResendDialog = ({ document, recipients }: DocumentResendDia
               </Button>
             </DialogClose>
 
-            <Button className="flex-1" loading={isSubmitting} type="submit" form={FORM_ID}>
+            <Button
+              className="flex-1"
+              loading={isSubmitting}
+              type="submit"
+              form={FORM_ID}
+              disabled={isSubmitting || selectedRecipients.length === 0}
+            >
               <Trans>Send reminder</Trans>
             </Button>
           </div>

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

@@ -0,0 +1,442 @@
+import { useMemo, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import {
+  DocumentDistributionMethod,
+  DocumentStatus,
+  EnvelopeType,
+  type Field,
+  FieldType,
+  type Recipient,
+  RecipientRole,
+} from '@prisma/client';
+import { AnimatePresence, motion } from 'framer-motion';
+import { InfoIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { match } from 'ts-pattern';
+import * as z from 'zod';
+
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
+import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EnvelopeDistributeDialogProps = {
+  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
+    recipients: Recipient[];
+    fields: Pick<Field, 'type' | 'recipientId'>[];
+  };
+  onDistribute?: () => Promise<void>;
+  documentRootPath: string;
+  trigger?: React.ReactNode;
+};
+
+export const ZEnvelopeDistributeFormSchema = z.object({
+  meta: z.object({
+    emailId: z.string().nullable(),
+    emailReplyTo: z.preprocess(
+      (val) => (val === '' ? undefined : val),
+      z.string().email().optional(),
+    ),
+    subject: z.string(),
+    message: z.string(),
+    distributionMethod: z
+      .nativeEnum(DocumentDistributionMethod)
+      .optional()
+      .default(DocumentDistributionMethod.EMAIL),
+  }),
+});
+
+export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
+
+export const EnvelopeDistributeDialog = ({
+  envelope,
+  trigger,
+  documentRootPath,
+  onDistribute,
+}: EnvelopeDistributeDialogProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const recipients = envelope.recipients;
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { mutateAsync: distributeEnvelope } = trpcReact.envelope.distribute.useMutation();
+
+  const form = useForm<TEnvelopeDistributeFormSchema>({
+    defaultValues: {
+      meta: {
+        emailId: envelope.documentMeta?.emailId ?? null,
+        emailReplyTo: envelope.documentMeta?.emailReplyTo || undefined,
+        subject: envelope.documentMeta?.subject ?? '',
+        message: envelope.documentMeta?.message ?? '',
+        distributionMethod:
+          envelope.documentMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
+      },
+    },
+    resolver: zodResolver(ZEnvelopeDistributeFormSchema),
+  });
+
+  const {
+    handleSubmit,
+    setValue,
+    watch,
+    formState: { isSubmitting },
+  } = form;
+
+  const { data: emailData, isLoading: isLoadingEmails } =
+    trpc.enterprise.organisation.email.find.useQuery({
+      organisationId: organisation.id,
+      perPage: 100,
+    });
+
+  const emails = emailData?.data || [];
+
+  const distributionMethod = watch('meta.distributionMethod');
+
+  const recipientsMissingSignatureFields = useMemo(
+    () =>
+      envelope.recipients.filter(
+        (recipient) =>
+          recipient.role === RecipientRole.SIGNER &&
+          !envelope.fields.some(
+            (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
+          ),
+      ),
+    [envelope.recipients, envelope.fields],
+  );
+
+  const invalidEnvelopeCode = useMemo(() => {
+    if (recipientsMissingSignatureFields.length > 0) {
+      return 'MISSING_SIGNATURES';
+    }
+
+    if (envelope.recipients.length === 0) {
+      return 'MISSING_RECIPIENTS';
+    }
+
+    return null;
+  }, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
+
+  const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
+    try {
+      await distributeEnvelope({ envelopeId: envelope.id, meta });
+
+      await onDistribute?.();
+
+      let redirectPath = `${documentRootPath}/${envelope.id}`;
+
+      if (meta.distributionMethod === DocumentDistributionMethod.NONE) {
+        redirectPath += '?action=copy-links';
+      }
+
+      await navigate(redirectPath);
+
+      toast({
+        title: t`Envelope distributed`,
+        description: t`Your envelope has been distributed successfully.`,
+        duration: 5000,
+      });
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This envelope could not be distributed at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  if (envelope.status !== DocumentStatus.DRAFT || envelope.type !== EnvelopeType.DOCUMENT) {
+    return null;
+  }
+
+  return (
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent className="max-w-md" hideClose>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Send Document</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Recipients will be able to sign the document once sent</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        {!invalidEnvelopeCode ? (
+          <Form {...form}>
+            <form onSubmit={handleSubmit(onFormSubmit)}>
+              <fieldset disabled={isSubmitting}>
+                <Tabs
+                  onValueChange={(value) =>
+                    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+                    setValue('meta.distributionMethod', value as DocumentDistributionMethod)
+                  }
+                  value={distributionMethod}
+                  className="mb-2"
+                >
+                  <TabsList className="w-full">
+                    <TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
+                      Email
+                    </TabsTrigger>
+                    <TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
+                      None
+                    </TabsTrigger>
+                  </TabsList>
+                </Tabs>
+
+                <div
+                  className={cn('min-h-72', {
+                    'min-h-[23rem]': organisation.organisationClaim.flags.emailDomains,
+                  })}
+                >
+                  <AnimatePresence initial={false} mode="wait">
+                    {distributionMethod === DocumentDistributionMethod.EMAIL && (
+                      <motion.div
+                        key={'Emails'}
+                        initial={{ opacity: 0, y: 5 }}
+                        animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                        exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                      >
+                        <Form {...form}>
+                          <fieldset
+                            className="mt-2 flex flex-col gap-y-4 rounded-lg"
+                            disabled={form.formState.isSubmitting}
+                          >
+                            {organisation.organisationClaim.flags.emailDomains && (
+                              <FormField
+                                control={form.control}
+                                name="meta.emailId"
+                                render={({ field }) => (
+                                  <FormItem>
+                                    <FormLabel>
+                                      <Trans>Email Sender</Trans>
+                                    </FormLabel>
+                                    <FormControl>
+                                      <Select
+                                        {...field}
+                                        value={field.value === null ? '-1' : field.value}
+                                        onValueChange={(value) =>
+                                          field.onChange(value === '-1' ? null : value)
+                                        }
+                                      >
+                                        <SelectTrigger
+                                          loading={isLoadingEmails}
+                                          className="bg-background"
+                                        >
+                                          <SelectValue />
+                                        </SelectTrigger>
+
+                                        <SelectContent>
+                                          {emails.map((email) => (
+                                            <SelectItem key={email.id} value={email.id}>
+                                              {email.email}
+                                            </SelectItem>
+                                          ))}
+
+                                          <SelectItem value={'-1'}>Documenso</SelectItem>
+                                        </SelectContent>
+                                      </Select>
+                                    </FormControl>
+
+                                    <FormMessage />
+                                  </FormItem>
+                                )}
+                              />
+                            )}
+
+                            <FormField
+                              control={form.control}
+                              name="meta.emailReplyTo"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel>
+                                    <Trans>Reply To Email</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Input {...field} maxLength={254} />
+                                  </FormControl>
+
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+
+                            <FormField
+                              control={form.control}
+                              name="meta.subject"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel>
+                                    <Trans>Subject</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Input {...field} maxLength={255} />
+                                  </FormControl>
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+
+                            <FormField
+                              control={form.control}
+                              name="meta.message"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel className="flex flex-row items-center">
+                                    <Trans>Message</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Tooltip>
+                                      <TooltipTrigger>
+                                        <InfoIcon className="mx-2 h-4 w-4" />
+                                      </TooltipTrigger>
+                                      <TooltipContent className="text-muted-foreground p-4">
+                                        <DocumentSendEmailMessageHelper />
+                                      </TooltipContent>
+                                    </Tooltip>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Textarea
+                                      className="bg-background mt-2 h-16 resize-none"
+                                      {...field}
+                                      maxLength={5000}
+                                    />
+                                  </FormControl>
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+                          </fieldset>
+                        </Form>
+                      </motion.div>
+                    )}
+
+                    {distributionMethod === DocumentDistributionMethod.NONE && (
+                      <motion.div
+                        key={'Links'}
+                        initial={{ opacity: 0, y: 5 }}
+                        animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                        exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                        className="min-h-60 rounded-lg border"
+                      >
+                        <div className="text-muted-foreground py-24 text-center text-sm">
+                          <p>
+                            <Trans>We won't send anything to notify recipients.</Trans>
+                          </p>
+
+                          <p className="mt-2">
+                            <Trans>
+                              We will generate signing links for you, which you can send to the
+                              recipients through your method of choice.
+                            </Trans>
+                          </p>
+                        </div>
+                      </motion.div>
+                    )}
+                  </AnimatePresence>
+                </div>
+
+                <DialogFooter>
+                  <DialogClose asChild>
+                    <Button type="button" variant="secondary" disabled={isSubmitting}>
+                      <Trans>Cancel</Trans>
+                    </Button>
+                  </DialogClose>
+
+                  <Button loading={isSubmitting} type="submit">
+                    {distributionMethod === DocumentDistributionMethod.EMAIL ? (
+                      <Trans>Send</Trans>
+                    ) : (
+                      <Trans>Generate Links</Trans>
+                    )}
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        ) : (
+          <>
+            <Alert variant="warning">
+              {match(invalidEnvelopeCode)
+                .with('MISSING_RECIPIENTS', () => (
+                  <AlertDescription>
+                    <Trans>You need at least one recipient to send a document</Trans>
+                  </AlertDescription>
+                ))
+                .with('MISSING_SIGNATURES', () => (
+                  <AlertDescription>
+                    <Trans>The following signers are missing signature fields:</Trans>
+
+                    <ul className="ml-2 mt-1 list-inside list-disc">
+                      {recipientsMissingSignatureFields.map((recipient) => (
+                        <li key={recipient.id}>{recipient.email}</li>
+                      ))}
+                    </ul>
+                  </AlertDescription>
+                ))
+                .exhaustive()}
+            </Alert>
+
+            <DialogFooter>
+              <DialogClose asChild>
+                <Button type="button" variant="secondary">
+                  <Trans>Close</Trans>
+                </Button>
+              </DialogClose>
+            </DialogFooter>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,214 @@
+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 { DownloadIcon, FileTextIcon } from 'lucide-react';
+
+import { downloadFile } from '@documenso/lib/client-only/download-file';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+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 EnvelopeDownloadDialogProps = {
+  envelopeId: string;
+  envelopeStatus: DocumentStatus;
+  envelopeItems?: EnvelopeItemToDownload[];
+
+  /**
+   * The recipient token to download the document.
+   *
+   * If not provided, it will be assumed that the current user can access the document.
+   */
+  token?: string;
+  trigger: React.ReactNode;
+};
+
+export const EnvelopeDownloadDialog = ({
+  envelopeId,
+  envelopeStatus,
+  envelopeItems: initialEnvelopeItems,
+  token,
+  trigger,
+}: EnvelopeDownloadDialogProps) => {
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [open, setOpen] = useState(false);
+
+  const [isDownloadingState, setIsDownloadingState] = useState<{
+    [envelopeItemIdAndVersion: string]: boolean;
+  }>({});
+
+  const generateDownloadKey = (envelopeItemId: string, version: 'original' | 'signed') =>
+    `${envelopeItemId}-${version}`;
+
+  const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
+    trpc.envelope.item.getManyByToken.useQuery(
+      {
+        envelopeId,
+        access: token ? { type: 'recipient', token } : { type: 'user' },
+      },
+      {
+        initialData: initialEnvelopeItems ? { envelopeItems: initialEnvelopeItems } : undefined,
+        enabled: open,
+      },
+    );
+
+  const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
+
+  const onDownload = async (
+    envelopeItem: EnvelopeItemToDownload,
+    version: 'original' | 'signed',
+  ) => {
+    const { id: envelopeItemId } = envelopeItem;
+
+    if (isDownloadingState[generateDownloadKey(envelopeItemId, version)]) {
+      return;
+    }
+
+    setIsDownloadingState((prev) => ({
+      ...prev,
+      [generateDownloadKey(envelopeItemId, version)]: true,
+    }));
+
+    try {
+      const downloadUrl = token
+        ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/token/${token}/envelopeItem/${envelopeItemId}/download/${version}`
+        : `${NEXT_PUBLIC_WEBAPP_URL()}/api/files/envelope/${envelopeId}/envelopeItem/${envelopeItemId}/download/${version}`;
+
+      const blob = await fetch(downloadUrl).then(async (res) => await res.blob());
+
+      const baseTitle = envelopeItem.title.replace(/\.pdf$/, '');
+      const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
+      const filename = `${baseTitle}${suffix}`;
+
+      downloadFile({
+        filename,
+        data: blob,
+      });
+
+      setIsDownloadingState((prev) => ({
+        ...prev,
+        [generateDownloadKey(envelopeItemId, version)]: false,
+      }));
+    } catch (error) {
+      setIsDownloadingState((prev) => ({
+        ...prev,
+        [generateDownloadKey(envelopeItemId, version)]: false,
+      }));
+
+      console.error(error);
+
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be downloaded at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Download Files</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Select the files you would like to download.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="flex flex-col gap-4">
+          {isLoadingEnvelopeItems ? (
+            <>
+              {Array.from({ length: 2 }).map((_, index) => (
+                <div
+                  key={index}
+                  className="border-border bg-card flex items-center gap-2 rounded-lg border p-4"
+                >
+                  <Skeleton className="h-10 w-10 flex-shrink-0 rounded-lg" />
+
+                  <div className="flex w-full flex-col gap-2">
+                    <Skeleton className="h-4 w-28 rounded-lg" />
+                    <Skeleton className="h-4 w-20 rounded-lg" />
+                  </div>
+
+                  <Skeleton className="h-10 w-20 flex-shrink-0 rounded-lg" />
+                </div>
+              ))}
+            </>
+          ) : (
+            envelopeItems.map((item) => (
+              <div
+                key={item.id}
+                className="border-border bg-card hover:bg-accent/50 flex items-center gap-4 rounded-lg border p-4 transition-colors"
+              >
+                <div className="flex-shrink-0">
+                  <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
+                    <FileTextIcon className="text-primary h-5 w-5" />
+                  </div>
+                </div>
+
+                <div className="min-w-0 flex-1">
+                  <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>
+                  </p>
+                </div>
+
+                <div className="flex flex-shrink-0 items-center gap-2">
+                  <Button
+                    variant="outline"
+                    size="sm"
+                    className="text-xs"
+                    onClick={async () => onDownload(item, 'original')}
+                    loading={isDownloadingState[generateDownloadKey(item.id, 'original')]}
+                  >
+                    {!isDownloadingState[generateDownloadKey(item.id, 'original')] && (
+                      <DownloadIcon className="mr-2 h-4 w-4" />
+                    )}
+                    <Trans>Original</Trans>
+                  </Button>
+
+                  {envelopeStatus === DocumentStatus.COMPLETED && (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="text-xs"
+                      onClick={async () => onDownload(item, 'signed')}
+                      loading={isDownloadingState[generateDownloadKey(item.id, 'signed')]}
+                    >
+                      {!isDownloadingState[generateDownloadKey(item.id, 'signed')] && (
+                        <DownloadIcon className="mr-2 h-4 w-4" />
+                      )}
+                      <Trans>Signed</Trans>
+                    </Button>
+                  )}
+                </div>
+              </div>
+            ))
+          )}
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,113 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
+import { useNavigate } from 'react-router';
+
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+type EnvelopeDuplicateDialogProps = {
+  envelopeId: string;
+  envelopeType: EnvelopeType;
+  trigger?: React.ReactNode;
+};
+
+export const EnvelopeDuplicateDialog = ({
+  envelopeId,
+  envelopeType,
+  trigger,
+}: EnvelopeDuplicateDialogProps) => {
+  const navigate = useNavigate();
+
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const team = useCurrentTeam();
+
+  const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
+    trpc.envelope.duplicate.useMutation({
+      onSuccess: async ({ duplicatedEnvelopeId }) => {
+        toast({
+          title: t`Envelope Duplicated`,
+          description: t`Your envelope has been successfully duplicated.`,
+          duration: 5000,
+        });
+
+        const path =
+          envelopeType === EnvelopeType.DOCUMENT
+            ? formatDocumentsPath(team.url)
+            : formatTemplatesPath(team.url);
+
+        await navigate(`${path}/${duplicatedEnvelopeId}/edit`);
+        setOpen(false);
+      },
+    });
+
+  const onDuplicate = async () => {
+    try {
+      await duplicateEnvelope({ envelopeId });
+    } catch {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be duplicated at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isDuplicating && setOpen(value)}>
+      {trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
+
+      <DialogContent>
+        {envelopeType === EnvelopeType.DOCUMENT ? (
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Duplicate Document</Trans>
+            </DialogTitle>
+            <DialogDescription>
+              <Trans>This document will be duplicated.</Trans>
+            </DialogDescription>
+          </DialogHeader>
+        ) : (
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Duplicate Template</Trans>
+            </DialogTitle>
+            <DialogDescription>
+              <Trans>This template will be duplicated.</Trans>
+            </DialogDescription>
+          </DialogHeader>
+        )}
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" disabled={isDuplicating}>
+            <Trans>Cancel</Trans>
+          </Button>
+
+          <Button type="button" loading={isDuplicating} onClick={onDuplicate}>
+            <Trans>Duplicate</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/envelope-item-delete-dialog.tsx

@@ -0,0 +1,134 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EnvelopeItemDeleteDialogProps = {
+  canItemBeDeleted: boolean;
+  envelopeId: string;
+  envelopeItemId: string;
+  envelopeItemTitle: string;
+  onDelete?: (envelopeItemId: string) => void;
+  trigger?: React.ReactNode;
+};
+
+export const EnvelopeItemDeleteDialog = ({
+  trigger,
+  canItemBeDeleted,
+  envelopeId,
+  envelopeItemId,
+  envelopeItemTitle,
+  onDelete,
+}: EnvelopeItemDeleteDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteEnvelopeItem, isPending: isDeleting } =
+    trpc.envelope.item.delete.useMutation({
+      onSuccess: () => {
+        toast({
+          title: t`Success`,
+          description: t`You have successfully removed this envelope item.`,
+          duration: 5000,
+        });
+
+        onDelete?.(envelopeItemId);
+
+        setOpen(false);
+      },
+      onError: () => {
+        toast({
+          title: t`An unknown error occurred`,
+          description: t`We encountered an unknown error while attempting to remove this envelope item. Please try again later.`,
+          variant: 'destructive',
+          duration: 10000,
+        });
+      },
+    });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      {canItemBeDeleted ? (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Are you sure?</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>
+                You are about to remove the following document and all associated fields
+              </Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Alert variant="neutral">
+            <AlertDescription className="text-center font-semibold">
+              {envelopeItemTitle}
+            </AlertDescription>
+          </Alert>
+
+          <fieldset disabled={isDeleting}>
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                variant="destructive"
+                loading={isDeleting}
+                onClick={async () =>
+                  deleteEnvelopeItem({
+                    envelopeId,
+                    envelopeItemId,
+                  })
+                }
+              >
+                <Trans>Delete</Trans>
+              </Button>
+            </DialogFooter>
+          </fieldset>
+        </DialogContent>
+      ) : (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>This item cannot be deleted</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>
+                You cannot delete this item because the document has been sent to recipients
+              </Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+              <Trans>Close</Trans>
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      )}
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,187 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { DocumentStatus, EnvelopeType, type Recipient, SigningStatus } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { StackAvatar } from '../general/stack-avatar';
+
+export type EnvelopeRedistributeDialogProps = {
+  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
+    recipients: Recipient[];
+  };
+  trigger?: React.ReactNode;
+};
+
+export const ZEnvelopeRedistributeFormSchema = z.object({
+  recipients: z.array(z.number()).min(1, {
+    message: msg`You must select at least one item`.id,
+  }),
+});
+
+export type TEnvelopeRedistributeFormSchema = z.infer<typeof ZEnvelopeRedistributeFormSchema>;
+
+export const EnvelopeRedistributeDialog = ({
+  envelope,
+  trigger,
+}: EnvelopeRedistributeDialogProps) => {
+  const recipients = envelope.recipients;
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { mutateAsync: redistributeEnvelope } = trpcReact.envelope.redistribute.useMutation();
+
+  const form = useForm<TEnvelopeRedistributeFormSchema>({
+    defaultValues: {
+      recipients: [],
+    },
+    resolver: zodResolver(ZEnvelopeRedistributeFormSchema),
+  });
+
+  const {
+    handleSubmit,
+    formState: { isSubmitting },
+  } = form;
+
+  const onFormSubmit = async ({ recipients }: TEnvelopeRedistributeFormSchema) => {
+    try {
+      await redistributeEnvelope({ envelopeId: envelope.id, recipients });
+
+      toast({
+        title: t`Envelope resent`,
+        description: t`Your envelope has been resent successfully.`,
+        duration: 5000,
+      });
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This envelope could not be resent at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  if (envelope.status !== DocumentStatus.PENDING || envelope.type !== EnvelopeType.DOCUMENT) {
+    return null;
+  }
+
+  return (
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent className="max-w-md" hideClose>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Resend Document</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Send reminders to the following recipients</Trans>
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={handleSubmit(onFormSubmit)}>
+            <fieldset disabled={isSubmitting}>
+              <FormField
+                control={form.control}
+                name="recipients"
+                render={({ field: { value, onChange } }) => (
+                  <>
+                    {recipients
+                      .filter((recipient) => recipient.signingStatus === SigningStatus.NOT_SIGNED)
+                      .map((recipient) => (
+                        <FormItem
+                          key={recipient.id}
+                          className="flex flex-row items-center justify-between gap-x-3 px-3"
+                        >
+                          <FormLabel
+                            className={cn('my-2 flex items-center gap-2 font-normal', {
+                              'opacity-50': !value.includes(recipient.id),
+                            })}
+                          >
+                            <StackAvatar
+                              key={recipient.id}
+                              type={getRecipientType(recipient)}
+                              fallbackText={recipientAbbreviation(recipient)}
+                            />
+                            {recipient.email}
+                          </FormLabel>
+
+                          <FormControl>
+                            <Checkbox
+                              className="h-5 w-5 rounded-full"
+                              value={recipient.id}
+                              checked={value.includes(recipient.id)}
+                              onCheckedChange={(checked: boolean) =>
+                                checked
+                                  ? onChange([...value, recipient.id])
+                                  : onChange(value.filter((v) => v !== recipient.id))
+                              }
+                            />
+                          </FormControl>
+                        </FormItem>
+                      ))}
+                  </>
+                )}
+              />
+
+              <DialogFooter className="mt-4">
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary" disabled={isSubmitting}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+                </DialogClose>
+
+                <Button loading={isSubmitting} type="submit">
+                  <Trans>Send reminder</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
@@ -80,15 +80,14 @@ export const FolderCreateDialog = ({ type, trigger, ...props }: FolderCreateDial
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!isCreateFolderOpen) {
       form.reset();
     }
-    setIsCreateFolderOpen(value);
+  }, [isCreateFolderOpen, form]);
-  };
 
   return (
-    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={handleOpenChange}>
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
       <DialogTrigger asChild>
         {trigger ?? (
           <Button

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

@@ -1,3 +1,5 @@
+import { useEffect } from 'react';
+
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
@@ -61,7 +63,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
   const onFormSubmit = async () => {
     try {
       await deleteFolder({
-        id: folder.id,
+        folderId: folder.id,
       });
 
       onOpenChange(false);
@@ -90,15 +92,14 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!isOpen) {
       form.reset();
     }
-    onOpenChange(value);
+  }, [isOpen]);
-  };
 
   return (
-    <Dialog open={isOpen} onOpenChange={handleOpenChange}>
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
@@ -53,7 +53,7 @@ export const FolderMoveDialog = ({
   const { toast } = useToast();
   const [searchTerm, setSearchTerm] = useState('');
 
-  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+  const { mutateAsync: moveFolder } = trpc.folder.updateFolder.useMutation();
 
   const form = useForm<TMoveFolderFormSchema>({
     resolver: zodResolver(ZMoveFolderFormSchema),
@@ -63,12 +63,16 @@ export const FolderMoveDialog = ({
   });
 
   const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
-    if (!folder) return;
+    if (!folder) {
+      return;
+    }
 
     try {
       await moveFolder({
-        id: folder.id,
+        folderId: folder.id,
-        parentId: targetFolderId || null,
+        data: {
+          parentId: targetFolderId || null,
+        },
       });
 
       onOpenChange(false);
@@ -97,13 +101,12 @@ export const FolderMoveDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!isOpen) {
       form.reset();
       setSearchTerm('');
     }
-    onOpenChange(value);
+  }, [isOpen, form]);
-  };
 
   // Filter out the current folder, only show folders of the same type, and filter by search term
   const filteredFolders = foldersData?.filter(
@@ -114,7 +117,7 @@ export const FolderMoveDialog = ({
   );
 
   return (
-    <Dialog open={isOpen} onOpenChange={handleOpenChange}>
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>

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

@@ -1,3 +1,5 @@
+import { useEffect } from 'react';
+
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
@@ -59,8 +61,6 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
 
-  const isTeamContext = !!team;
-
   const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
     resolver: zodResolver(ZUpdateFolderFormSchema),
     defaultValues: {
@@ -69,6 +69,15 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
     },
   });
 
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
   const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
     if (!folder) {
       return;
@@ -76,11 +85,11 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
 
     try {
       await updateFolder({
-        id: folder.id,
+        folderId: folder.id,
-        name: data.name,
+        data: {
-        visibility: isTeamContext
+          name: data.name,
-          ? (data.visibility ?? DocumentVisibility.EVERYONE)
+          visibility: data.visibility,
-          : DocumentVisibility.EVERYONE,
+        },
       });
 
       toast({
@@ -99,18 +108,8 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
-    if (value && folder) {
-      form.reset({
-        name: folder.name,
-        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
-      });
-    }
-    onOpenChange(value);
-  };
-
   return (
-    <Dialog open={isOpen} onOpenChange={handleOpenChange}>
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
@@ -139,38 +138,36 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
               )}
             />
 
-            {isTeamContext && (
+            <FormField
-              <FormField
+              control={form.control}
-                control={form.control}
+              name="visibility"
-                name="visibility"
+              render={({ field }) => (
-                render={({ field }) => (
+                <FormItem>
-                  <FormItem>
+                  <FormLabel>
-                    <FormLabel>
+                    <Trans>Visibility</Trans>
-                      <Trans>Visibility</Trans>
+                  </FormLabel>
-                    </FormLabel>
+                  <Select onValueChange={field.onChange} defaultValue={field.value}>
-                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                    <FormControl>
-                      <FormControl>
+                      <SelectTrigger>
-                        <SelectTrigger>
+                        <SelectValue placeholder={t`Select visibility`} />
-                          <SelectValue placeholder={t`Select visibility`} />
+                      </SelectTrigger>
-                        </SelectTrigger>
+                    </FormControl>
-                      </FormControl>
+                    <SelectContent>
-                      <SelectContent>
+                      <SelectItem value={DocumentVisibility.EVERYONE}>
-                        <SelectItem value={DocumentVisibility.EVERYONE}>
+                        <Trans>Everyone</Trans>
-                          <Trans>Everyone</Trans>
+                      </SelectItem>
-                        </SelectItem>
+                      <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
-                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                        <Trans>Managers and above</Trans>
-                          <Trans>Managers and above</Trans>
+                      </SelectItem>
-                        </SelectItem>
+                      <SelectItem value={DocumentVisibility.ADMIN}>
-                        <SelectItem value={DocumentVisibility.ADMIN}>
+                        <Trans>Admins only</Trans>
-                          <Trans>Admins only</Trans>
+                      </SelectItem>
-                        </SelectItem>
+                    </SelectContent>
-                      </SelectContent>
+                  </Select>
-                    </Select>
+                  <FormMessage />
-                    <FormMessage />
+                </FormItem>
-                  </FormItem>
+              )}
-                )}
+            />
-              />
-            )}
 
             <DialogFooter>
               <DialogClose asChild>

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

@@ -76,7 +76,7 @@ export const OrganisationCreateDialog = ({ trigger, ...props }: OrganisationCrea
 
   const [selectedPriceId, setSelectedPriceId] = useState<string>('');
 
-  const [open, setOpen] = useState(actionSearchParam === 'add-organisation');
+  const [open, setOpen] = useState(false);
 
   const form = useForm({
     resolver: zodResolver(ZCreateOrganisationFormSchema),
@@ -91,19 +91,6 @@ export const OrganisationCreateDialog = ({ trigger, ...props }: OrganisationCrea
     enabled: IS_BILLING_ENABLED(),
   });
 
-  const handleOpenChange = (value: boolean) => {
-    if (!value) {
-      form.reset();
-      if (actionSearchParam === 'add-organisation') {
-        updateSearchParams({ action: null });
-      }
-    }
-
-    if (!form.formState.isSubmitting) {
-      setOpen(value);
-    }
-  };
-
   const onFormSubmit = async ({ name }: TCreateOrganisationFormSchema) => {
     try {
       const response = await createOrganisation({
@@ -139,6 +126,17 @@ export const OrganisationCreateDialog = ({ trigger, ...props }: OrganisationCrea
     }
   };
 
+  useEffect(() => {
+    if (actionSearchParam === 'add-organisation') {
+      setOpen(true);
+      updateSearchParams({ action: null });
+    }
+  }, [actionSearchParam, open]);
+
+  useEffect(() => {
+    form.reset();
+  }, [open, form]);
+
   const isIndividualPlan = (priceId: string) => {
     return (
       plansData?.plans[INTERNAL_CLAIM_ID.INDIVIDUAL]?.monthlyPrice?.id === priceId ||
@@ -147,7 +145,11 @@ export const OrganisationCreateDialog = ({ trigger, ...props }: OrganisationCrea
   };
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button className="flex-shrink-0" variant="secondary">
@@ -312,16 +314,13 @@ const BillingPlanForm = ({
         };
       },
     );
-  }, [plans, t]);
+  }, [plans]);
 
   useEffect(() => {
-    if (value === '' && !canCreateFreeOrganisation && dynamicPlans.length > 0) {
+    if (value === '' && !canCreateFreeOrganisation) {
-      const defaultValue = dynamicPlans[0][billingPeriod]?.id ?? '';
+      onChange(dynamicPlans[0][billingPeriod]?.id ?? '');
-      if (defaultValue) {
-        onChange(defaultValue);
-      }
     }
-  }, [canCreateFreeOrganisation, dynamicPlans, billingPeriod, onChange, value]);
+  }, [value]);
 
   const onBillingPeriodChange = (billingPeriod: 'monthlyPrice' | 'yearlyPrice') => {
     const plan = dynamicPlans.find(

apps/remix/app/components/dialogs/organisation-delete-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -93,19 +93,14 @@ export const OrganisationDeleteDialog = ({ trigger }: OrganisationDeleteDialogPr
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (form.formState.isSubmitting) {
+    if (!open) {
-      return;
-    }
-
-    if (!value) {
       form.reset();
     }
-    setOpen(value);
+  }, [open, form]);
-  };
 
   return (
-    <Dialog open={open} onOpenChange={handleOpenChange}>
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
         {trigger ?? (
           <Button variant="destructive">

apps/remix/app/components/dialogs/organisation-email-create-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
@@ -73,6 +73,13 @@ export const OrganisationEmailCreateDialog = ({
   const { mutateAsync: createOrganisationEmail, isPending } =
     trpc.enterprise.organisation.email.create.useMutation();
 
+  // Reset state when dialog closes
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
   const onFormSubmit = async (data: TCreateOrganisationEmailFormSchema) => {
     try {
       await createOrganisationEmail({
@@ -107,17 +114,8 @@ export const OrganisationEmailCreateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
-    if (!value) {
-      form.reset();
-    }
-    if (!isPending) {
-      setOpen(value);
-    }
-  };
-
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog {...props} open={open} onOpenChange={(value) => !isPending && setOpen(value)}>
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button className="flex-shrink-0" variant="secondary">

apps/remix/app/components/dialogs/organisation-email-delete-dialog.tsx

@@ -36,12 +36,6 @@ export const OrganisationEmailDeleteDialog = ({
 
   const organisation = useCurrentOrganisation();
 
-  const handleOpenChange = (value: boolean) => {
-    if (!isDeleting) {
-      setOpen(value);
-    }
-  };
-
   const { mutateAsync: deleteEmail, isPending: isDeleting } =
     trpc.enterprise.organisation.email.delete.useMutation({
       onSuccess: () => {
@@ -64,7 +58,7 @@ export const OrganisationEmailDeleteDialog = ({
     });
 
   return (
-    <Dialog open={open} onOpenChange={handleOpenChange}>
+    <Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
       <DialogTrigger asChild>
         {trigger ?? (
           <Button variant="secondary">

apps/remix/app/components/dialogs/organisation-email-domain-create-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
@@ -75,6 +75,14 @@ export const OrganisationEmailDomainCreateDialog = ({
   const { mutateAsync: createOrganisationEmail } =
     trpc.enterprise.organisation.emailDomain.create.useMutation();
 
+  // Reset state when dialog closes
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+      setStep('domain');
+    }
+  }, [open, form]);
+
   const onFormSubmit = async ({ domain }: TCreateOrganisationEmailDomainFormSchema) => {
     try {
       const { records } = await createOrganisationEmail({
@@ -110,18 +118,12 @@ export const OrganisationEmailDomainCreateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
-    if (!value) {
-      form.reset();
-      setStep('domain');
-    }
-    if (!form.formState.isSubmitting) {
-      setOpen(value);
-    }
-  };
-
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button className="flex-shrink-0" variant="secondary">

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
@@ -87,20 +87,23 @@ export const OrganisationEmailUpdateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (value) {
+    if (!open) {
-      form.reset({
+      return;
-        emailName: organisationEmail.emailName,
-        // replyTo: organisationEmail.replyTo ?? undefined,
-      });
     }
-    if (!form.formState.isSubmitting) {
+
-      setOpen(value);
+    form.reset({
-    }
+      emailName: organisationEmail.emailName,
-  };
+      // replyTo: organisationEmail.replyTo ?? undefined,
+    });
+  }, [open, form]);
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
         {trigger}
       </DialogTrigger>

apps/remix/app/components/dialogs/organisation-group-create-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useLingui } from '@lingui/react/macro';
@@ -117,17 +117,16 @@ export const OrganisationGroupCreateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    form.reset();
-      form.reset();
+  }, [open, form]);
-    }
-    if (!form.formState.isSubmitting) {
-      setOpen(value);
-    }
-  };
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button className="flex-shrink-0" variant="secondary">

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

@@ -1,4 +1,4 @@
-import { useMemo, useRef, useState } from 'react';
+import { useEffect, useMemo, useRef, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -193,6 +193,13 @@ export const OrganisationMemberInviteDialog = ({
     return 'form';
   }, [fullOrganisation]);
 
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+      setInvitationType('INDIVIDUAL');
+    }
+  }, [open, form]);
+
   const onFileInputChange = (e: React.ChangeEvent<HTMLInputElement>) => {
     if (!e.target.files?.length) {
       return;
@@ -260,18 +267,12 @@ export const OrganisationMemberInviteDialog = ({
     });
   };
 
-  const handleOpenChange = (value: boolean) => {
-    if (!value) {
-      form.reset();
-      setInvitationType('INDIVIDUAL');
-    }
-    if (!form.formState.isSubmitting) {
-      setOpen(value);
-    }
-  };
-
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
         {trigger ?? (
           <Button variant="secondary">

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -106,27 +106,32 @@ export const OrganisationMemberUpdateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (value) {
+    if (!open) {
-      form.reset();
+      return;
-      if (
-        !isOrganisationRoleWithinUserHierarchy(currentUserOrganisationRole, organisationMemberRole)
-      ) {
-        setOpen(false);
-        toast({
-          title: _(msg`You cannot modify a organisation member who has a higher role than you.`),
-          variant: 'destructive',
-        });
-        return;
-      }
     }
-    if (!form.formState.isSubmitting) {
+
-      setOpen(value);
+    form.reset();
+
+    if (
+      !isOrganisationRoleWithinUserHierarchy(currentUserOrganisationRole, organisationMemberRole)
+    ) {
+      setOpen(false);
+
+      toast({
+        title: _(msg`You cannot modify a organisation member who has a higher role than you.`),
+        variant: 'destructive',
+      });
     }
-  };
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open, currentUserOrganisationRole, organisationMemberRole, form, toast]);
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
         {trigger ?? (
           <Button variant="secondary">

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -65,9 +65,9 @@ export const PasskeyCreateDialog = ({ trigger, onSuccess, ...props }: PasskeyCre
   });
 
   const { mutateAsync: createPasskeyRegistrationOptions, isPending } =
-    trpc.auth.createPasskeyRegistrationOptions.useMutation();
+    trpc.auth.passkey.createRegistrationOptions.useMutation();
 
-  const { mutateAsync: createPasskey } = trpc.auth.createPasskey.useMutation();
+  const { mutateAsync: createPasskey } = trpc.auth.passkey.create.useMutation();
 
   const onFormSubmit = async ({ passkeyName }: TCreatePasskeyFormSchema) => {
     setFormError(null);
@@ -120,21 +120,24 @@ export const PasskeyCreateDialog = ({ trigger, onSuccess, ...props }: PasskeyCre
     return passkeyName;
   };
 
-  const handleDialogOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!open) {
       const defaultPasskeyName = extractDefaultPasskeyName();
+
       form.reset({
         passkeyName: defaultPasskeyName,
       });
+
       setFormError(null);
     }
-    if (!form.formState.isSubmitting) {
+  }, [open, form]);
-      setOpen(value);
-    }
-  };
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleDialogOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button variant="secondary" loading={isPending}>

apps/remix/app/components/dialogs/public-profile-template-manage-dialog.tsx

@@ -4,14 +4,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Plural, Trans } from '@lingui/react/macro';
-import type { Template, TemplateDirectLink } from '@prisma/client';
+import { type TemplateDirectLink, TemplateType } from '@prisma/client';
-import { TemplateType } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { CheckCircle2Icon, CircleIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { P, match } from 'ts-pattern';
 import { z } from 'zod';
 
+import { type Template } from '@documenso/prisma/types/template-legacy-schema';
 import { trpc } from '@documenso/trpc/react';
 import {
   MAX_TEMPLATE_PUBLIC_DESCRIPTION_LENGTH,
@@ -52,7 +52,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useCurrentTeam } from '~/providers/team';
 
 export type ManagePublicTemplateDialogProps = {
-  directTemplates: (Template & {
+  directTemplates: (Omit<Template, 'templateDocumentDataId'> & {
     directLink: Pick<TemplateDirectLink, 'token' | 'enabled'>;
   })[];
   initialTemplateId?: number | null;

apps/remix/app/components/dialogs/sign-field-checkbox-dialog.tsx

@@ -0,0 +1,186 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Plural, Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm, useWatch } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import { z } from 'zod';
+
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
+import { type TCheckboxFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+
+export type SignFieldCheckboxDialogProps = {
+  fieldMeta: TCheckboxFieldMeta;
+  validationRule: '>=' | '=' | '<=';
+  validationLength: number;
+  preselectedIndices: number[];
+};
+
+export const SignFieldCheckboxDialog = createCallable<
+  SignFieldCheckboxDialogProps,
+  number[] | null
+>(({ call, fieldMeta, validationRule, validationLength, preselectedIndices }) => {
+  const ZSignFieldCheckboxFormSchema = z
+    .object({
+      values: z.array(
+        z.object({
+          checked: z.boolean(),
+          value: z.string(),
+        }),
+      ),
+    })
+    .superRefine((data, ctx) => {
+      // Allow unselecting all options if the field is not required even if
+      // validation is not met.
+      if (!fieldMeta.required && data.values.every((value) => !value.checked)) {
+        return;
+      }
+
+      const numberOfSelectedValues = data.values.filter((value) => value.checked).length;
+
+      const isValid = validateCheckboxLength(
+        numberOfSelectedValues,
+        validationRule,
+        validationLength,
+      );
+
+      if (!isValid) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: msg`Validation failed`.id,
+        });
+      }
+    });
+
+  const form = useForm<z.infer<typeof ZSignFieldCheckboxFormSchema>>({
+    resolver: zodResolver(ZSignFieldCheckboxFormSchema),
+    defaultValues: {
+      values: (fieldMeta.values || []).map((value, index) => ({
+        checked: preselectedIndices.includes(index) || false,
+        value: value.value,
+      })),
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  return (
+    <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Sign Checkbox Field</Trans>
+          </DialogTitle>
+
+          <DialogDescription
+            className={cn('mt-4', {
+              'text-destructive': Object.keys(form.formState.errors).length > 0,
+            })}
+          >
+            {match(validationRule)
+              .with('>=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select at least # option"
+                  other="Select at least # options"
+                />
+              ))
+              .with('=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select exactly # option"
+                  other="Select exactly # options"
+                />
+              ))
+              .with('<=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select at most # option"
+                  other="Select at most # options"
+                />
+              ))
+              .exhaustive()}
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form
+            onSubmit={form.handleSubmit((data) =>
+              call.end(
+                data.values
+                  .map((value, i) => (value.checked ? i : null))
+                  .filter((value) => value !== null),
+              ),
+            )}
+          >
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <ul className="space-y-3">
+                {(formValues.values || []).map((value, index) => (
+                  <li key={`checkbox-${index}`}>
+                    <FormField
+                      control={form.control}
+                      name={`values.${index}`}
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormControl>
+                            <div className="flex items-center">
+                              <Checkbox
+                                id={`checkbox-value-${index}`}
+                                className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                                checked={field.value.checked}
+                                onCheckedChange={(checked) => {
+                                  field.onChange({
+                                    ...field.value,
+                                    checked,
+                                  });
+                                }}
+                              />
+
+                              <label
+                                className="text-muted-foreground ml-2 w-full text-sm"
+                                htmlFor={`checkbox-value-${index}`}
+                              >
+                                {value.value}
+                              </label>
+                            </div>
+                          </FormControl>
+                        </FormItem>
+                      )}
+                    />
+                  </li>
+                ))}
+              </ul>
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit">
+                  <Trans>Sign</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+});

apps/remix/app/components/dialogs/sign-field-dropdown-dialog.tsx

@@ -0,0 +1,45 @@
+import { useLingui } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+
+import type { TDropdownFieldMeta } from '@documenso/lib/types/field-meta';
+import {
+  CommandDialog,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@documenso/ui/primitives/command';
+
+export type SignFieldDropdownDialogProps = {
+  fieldMeta: TDropdownFieldMeta;
+};
+
+export const SignFieldDropdownDialog = createCallable<SignFieldDropdownDialogProps, string | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const values = fieldMeta.values?.map((value) => value.value) ?? [];
+
+    return (
+      <CommandDialog
+        position="start"
+        dialogContentClassName="mt-4"
+        open={true}
+        onOpenChange={(value) => (!value ? call.end(null) : null)}
+      >
+        <CommandInput placeholder={t`Select an option`} />
+        <CommandList>
+          <CommandEmpty>No results found.</CommandEmpty>
+          <CommandGroup heading={t`Options`}>
+            {values.map((value, i) => (
+              <CommandItem onSelect={() => call.end(value)} key={i} value={value}>
+                {value}
+              </CommandItem>
+            ))}
+          </CommandGroup>
+        </CommandList>
+      </CommandDialog>
+    );
+  },
+);

apps/remix/app/components/dialogs/sign-field-email-dialog.tsx

@@ -0,0 +1,93 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldEmailFormSchema = z.object({
+  email: z.string().min(1, { message: msg`Email is required`.id }),
+});
+
+type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
+
+export type SignFieldEmailDialogProps = {
+  placeholderEmail: string | null;
+};
+
+export const SignFieldEmailDialog = createCallable<SignFieldEmailDialogProps, string | null>(
+  ({ call, placeholderEmail }) => {
+    const form = useForm<TSignFieldEmailFormSchema>({
+      resolver: zodResolver(ZSignFieldEmailFormSchema),
+      defaultValues: {
+        email: placeholderEmail || '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Email</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your email into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.email))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="email"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

apps/remix/app/components/dialogs/sign-field-initials-dialog.tsx

@@ -0,0 +1,97 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldInitialsFormSchema = z.object({
+  initials: z.string().min(1, { message: msg`Initials are required`.id }),
+});
+
+type TSignFieldInitialsFormSchema = z.infer<typeof ZSignFieldInitialsFormSchema>;
+
+export type SignFieldInitialsDialogProps = {
+  //
+};
+
+export const SignFieldInitialsDialog = createCallable<SignFieldInitialsDialogProps, string | null>(
+  ({ call }) => {
+    const form = useForm<TSignFieldInitialsFormSchema>({
+      resolver: zodResolver(ZSignFieldInitialsFormSchema),
+      defaultValues: {
+        initials: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Initials</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your initials into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.initials))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="initials"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel required>
+                        <Trans>Initials</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

apps/remix/app/components/dialogs/sign-field-name-dialog.tsx

@@ -0,0 +1,93 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldNameFormSchema = z.object({
+  name: z.string().min(1, { message: msg`Name is required`.id }),
+});
+
+type TSignFieldNameFormSchema = z.infer<typeof ZSignFieldNameFormSchema>;
+
+export type SignFieldNameDialogProps = {
+  //
+};
+
+export const SignFieldNameDialog = createCallable<SignFieldNameDialogProps, string | null>(
+  ({ call }) => {
+    const form = useForm<TSignFieldNameFormSchema>({
+      resolver: zodResolver(ZSignFieldNameFormSchema),
+      defaultValues: {
+        name: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Name</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your full name into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.name))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="name"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

apps/remix/app/components/dialogs/sign-field-number-dialog.tsx

@@ -0,0 +1,142 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TNumberFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
+  let schema = z.coerce.number({
+    invalid_type_error: msg`Please enter a valid number`.id,
+  });
+
+  const { numberFormat, minValue, maxValue } = fieldMeta;
+
+  if (typeof minValue === 'number') {
+    schema = schema.min(minValue);
+  }
+
+  if (typeof maxValue === 'number') {
+    schema = schema.max(maxValue);
+  }
+
+  if (numberFormat) {
+    const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
+
+    if (!foundRegex) {
+      return schema;
+    }
+
+    return schema.refine(
+      (value) => {
+        return foundRegex.test(value.toString());
+      },
+      {
+        message: msg`Number needs to be formatted as ${numberFormat}`.id,
+      },
+    );
+  }
+
+  return schema;
+};
+
+export type SignFieldNumberDialogProps = {
+  fieldMeta: TNumberFieldMeta;
+};
+
+export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, number | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const ZSignFieldNumberFormSchema = z.object({
+      number: createNumberFieldSchema(fieldMeta),
+    });
+
+    const form = useForm<z.infer<typeof ZSignFieldNumberFormSchema>>({
+      resolver: zodResolver(ZSignFieldNumberFormSchema),
+      defaultValues: {
+        number: undefined,
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Number Field</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Insert a value into the number field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.number))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="number"
+                  render={({ field, fieldState }) => (
+                    <FormItem>
+                      {fieldMeta.label && <FormLabel>{fieldMeta.label}</FormLabel>}
+
+                      <FormControl>
+                        <Input
+                          placeholder={fieldMeta.placeholder ?? t`Enter your number here`}
+                          className={cn('w-full rounded-md', {
+                            'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                              fieldState.error,
+                          })}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

apps/remix/app/components/dialogs/sign-field-signature-dialog.tsx

@@ -0,0 +1,76 @@
+import { useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+
+import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
+
+export type SignFieldSignatureDialogProps = {
+  initialSignature?: string;
+  typedSignatureEnabled?: boolean;
+  uploadSignatureEnabled?: boolean;
+  drawSignatureEnabled?: boolean;
+};
+
+export const SignFieldSignatureDialog = createCallable<
+  SignFieldSignatureDialogProps,
+  string | null
+>(
+  ({
+    call,
+    typedSignatureEnabled,
+    uploadSignatureEnabled,
+    drawSignatureEnabled,
+    initialSignature,
+  }) => {
+    const [localSignature, setLocalSignature] = useState(initialSignature);
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <div>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Sign Signature Field</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <SignaturePad
+              value={localSignature ?? ''}
+              onChange={({ value }) => setLocalSignature(value)}
+              typedSignatureEnabled={typedSignatureEnabled}
+              uploadSignatureEnabled={uploadSignatureEnabled}
+              drawSignatureEnabled={drawSignatureEnabled}
+            />
+          </div>
+
+          <DocumentSigningDisclosure />
+
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+              <Trans>Cancel</Trans>
+            </Button>
+
+            <Button
+              type="button"
+              disabled={!localSignature}
+              onClick={() => call.end(localSignature || null)}
+            >
+              <Trans>Sign</Trans>
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

apps/remix/app/components/dialogs/sign-field-text-dialog.tsx

@@ -0,0 +1,120 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Plural, useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TTextFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+const ZSignFieldTextFormSchema = z.object({
+  text: z.string().min(1, { message: msg`Text is required`.id }),
+});
+
+type TSignFieldTextFormSchema = z.infer<typeof ZSignFieldTextFormSchema>;
+
+export type SignFieldTextDialogProps = {
+  fieldMeta?: TTextFieldMeta;
+};
+
+export const SignFieldTextDialog = createCallable<SignFieldTextDialogProps, string | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const form = useForm<TSignFieldTextFormSchema>({
+      resolver: zodResolver(ZSignFieldTextFormSchema),
+      defaultValues: {
+        text: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Text Field</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Insert a value into the text field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.text))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="text"
+                  render={({ field, fieldState }) => (
+                    <FormItem>
+                      {fieldMeta?.label && <FormLabel>{fieldMeta?.label}</FormLabel>}
+
+                      <FormControl>
+                        <Textarea
+                          id="custom-text"
+                          placeholder={fieldMeta?.placeholder ?? t`Enter your text here`}
+                          className={cn('w-full rounded-md', {
+                            'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                              fieldState.error,
+                          })}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                      {fieldMeta?.characterLimit !== undefined &&
+                        fieldMeta?.characterLimit > 0 &&
+                        !fieldState.error && (
+                          <div className="text-muted-foreground text-sm">
+                            <Plural
+                              value={fieldMeta?.characterLimit - (field.value?.length ?? 0)}
+                              one="# character remaining"
+                              other="# characters remaining"
+                            />
+                          </div>
+                        )}
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -66,14 +66,14 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
   const updateSearchParams = useUpdateSearchParams();
   const organisation = useCurrentOrganisation();
 
-  const actionSearchParam = searchParams?.get('action');
+  const [open, setOpen] = useState(false);
-  const shouldOpenDialog = actionSearchParam === 'add-team';
-  const [open, setOpen] = useState(shouldOpenDialog);
 
   const { data: fullOrganisation } = trpc.organisation.get.useQuery({
     organisationReference: organisation.id,
   });
 
+  const actionSearchParam = searchParams?.get('action');
+
   const form = useForm({
     resolver: zodResolver(ZCreateTeamFormSchema),
     defaultValues: {
@@ -85,18 +85,6 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
 
   const { mutateAsync: createTeam } = trpc.team.create.useMutation();
 
-  const handleOpenChange = (value: boolean) => {
-    if (!value) {
-      form.reset();
-      if (shouldOpenDialog) {
-        updateSearchParams({ action: null });
-      }
-    }
-    if (!form.formState.isSubmitting) {
-      setOpen(value);
-    }
-  };
-
   const onFormSubmit = async ({ teamName, teamUrl, inheritMembers }: TCreateTeamFormSchema) => {
     try {
       await createTeam({
@@ -162,8 +150,23 @@ export const TeamCreateDialog = ({ trigger, onCreated, ...props }: TeamCreateDia
     return 'form';
   }, [fullOrganisation]);
 
+  useEffect(() => {
+    if (actionSearchParam === 'add-team') {
+      setOpen(true);
+      updateSearchParams({ action: null });
+    }
+  }, [actionSearchParam, open]);
+
+  useEffect(() => {
+    form.reset();
+  }, [open, form]);
+
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button className="flex-shrink-0" variant="secondary">

apps/remix/app/components/dialogs/team-delete-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -114,17 +114,14 @@ export const TeamDeleteDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!open) {
       form.reset();
     }
-    if (!form.formState.isSubmitting) {
+  }, [open, form]);
-      setOpen(value);
-    }
-  };
 
   return (
-    <Dialog open={open} onOpenChange={handleOpenChange}>
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
         {trigger ?? (
           <Button variant="destructive">

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -103,17 +103,18 @@ export const TeamEmailAddDialog = ({ teamId, trigger, ...props }: TeamEmailAddDi
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!open) {
       form.reset();
     }
-    if (!form.formState.isSubmitting) {
+  }, [open, form]);
-      setOpen(value);
-    }
-  };
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
         {trigger ?? (
           <Button variant="outline" loading={isPending} className="bg-background">

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -92,17 +92,18 @@ export const TeamEmailUpdateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!open) {
       form.reset();
     }
-    if (!form.formState.isSubmitting) {
+  }, [open, form]);
-      setOpen(value);
-    }
-  };
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
         {trigger ?? (
           <Button variant="outline" className="bg-background">

apps/remix/app/components/dialogs/team-group-create-dialog.tsx

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
@@ -107,7 +107,7 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
         duration: 5000,
       });
 
-      handleClose();
+      setOpen(false);
     } catch {
       toast({
         title: t`An unknown error occurred`,
@@ -117,23 +117,17 @@ export const TeamGroupCreateDialog = ({ ...props }: TeamGroupCreateDialogProps)
     }
   };
 
-  const handleClose = () => {
+  useEffect(() => {
-    setOpen(false);
+    if (!open) {
-    form.reset();
+      form.reset();
-    setStep('SELECT');
+      setStep('SELECT');
-  };
-
-  const handleOpenChange = (isOpen: boolean) => {
-    if (!isOpen) {
-      handleClose();
     }
-  };
+  }, [open, form]);
 
   return (
     <Dialog
       {...props}
       open={open}
-      onOpenChange={handleOpenChange}
       // Disable automatic onOpenChange events to prevent dialog from closing if auser 'accidentally' clicks the overlay.
       // Since it would be annoying to redo the whole process.
     >

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -106,17 +106,22 @@ export const TeamGroupUpdateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!form.formState.isSubmitting) {
+    if (!open) {
-      if (value) {
+      return;
-        form.reset();
-      }
-      setOpen(value);
     }
-  };
+
+    form.reset();
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open, team.currentTeamRole, teamGroupRole, form, toast]);
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
         {trigger ?? (
           <Button variant="secondary">

apps/remix/app/components/dialogs/team-member-create-dialog.tsx

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
@@ -119,17 +119,20 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!open) {
       form.reset();
       setStep('SELECT');
     }
-    // Disable automatic onOpenChange events to prevent dialog from closing if user 'accidentally' clicks the overlay.
+  }, [open, form]);
-    // Since it would be annoying to redo the whole process, we handle open state manually
-  };
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      // Disable automatic onOpenChange events to prevent dialog from closing if auser 'accidentally' clicks the overlay.
+      // Since it would be annoying to redo the whole process.
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
         <Button variant="secondary" onClick={() => setOpen(true)}>
           <Trans>Add members</Trans>

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -106,25 +106,30 @@ export const TeamMemberUpdateDialog = ({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (value) {
+    if (!open) {
-      form.reset();
+      return;
-      if (!isTeamRoleWithinUserHierarchy(currentUserTeamRole, memberTeamRole)) {
-        setOpen(false);
-        toast({
-          title: _(msg`You cannot modify a team member who has a higher role than you.`),
-          variant: 'destructive',
-        });
-        return;
-      }
     }
-    if (!form.formState.isSubmitting) {
+
-      setOpen(value);
+    form.reset();
+
+    if (!isTeamRoleWithinUserHierarchy(currentUserTeamRole, memberTeamRole)) {
+      setOpen(false);
+
+      toast({
+        title: _(msg`You cannot modify a team member who has a higher role than you.`),
+        variant: 'destructive',
+      });
     }
-  };
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open, currentUserTeamRole, memberTeamRole, form, toast]);
 
   return (
-    <Dialog {...props} open={open} onOpenChange={handleOpenChange}>
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
       <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
         {trigger ?? (
           <Button variant="secondary">

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,
@@ -44,7 +44,9 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
   const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
   const [isUploadingFile, setIsUploadingFile] = useState(false);
 
-  const onFileDrop = async (file: File) => {
+  const onFileDrop = async (files: File[]) => {
+    const file = files[0];
+
     if (isUploadingFile) {
       return;
     }
@@ -52,13 +54,17 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
     setIsUploadingFile(true);
 
     try {
-      const response = await putPdfFile(file);
+      const payload = {
-
-      const { id } = await createTemplate({
         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-direct-link-dialog-wrapper.tsx

@@ -1,46 +0,0 @@
-import { useState } from 'react';
-
-import { Trans } from '@lingui/react/macro';
-import type { Recipient, Template, TemplateDirectLink } from '@prisma/client';
-import { LinkIcon } from 'lucide-react';
-
-import { Button } from '@documenso/ui/primitives/button';
-
-import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
-
-export type TemplateDirectLinkDialogWrapperProps = {
-  template: Template & { directLink?: TemplateDirectLink | null; recipients: Recipient[] };
-};
-
-export const TemplateDirectLinkDialogWrapper = ({
-  template,
-}: TemplateDirectLinkDialogWrapperProps) => {
-  const [isTemplateDirectLinkOpen, setTemplateDirectLinkOpen] = useState(false);
-
-  return (
-    <div>
-      <Button
-        variant="outline"
-        className="px-3"
-        onClick={(e) => {
-          e.preventDefault();
-          setTemplateDirectLinkOpen(true);
-        }}
-      >
-        <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
-
-        {template.directLink ? (
-          <Trans>Manage Direct Link</Trans>
-        ) : (
-          <Trans>Create Direct Link</Trans>
-        )}
-      </Button>
-
-      <TemplateDirectLinkDialog
-        template={template}
-        open={isTemplateDirectLinkOpen}
-        onOpenChange={setTemplateDirectLinkOpen}
-      />
-    </div>
-  );
-};

apps/remix/app/components/dialogs/template-direct-link-dialog.tsx

@@ -1,15 +1,17 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { type Recipient, RecipientRole, type TemplateDirectLink } from '@prisma/client';
 import {
-  type Recipient,
+  CircleDotIcon,
-  RecipientRole,
+  CircleIcon,
-  type Template,
+  ClipboardCopyIcon,
-  type TemplateDirectLink,
+  InfoIcon,
-} from '@prisma/client';
+  LinkIcon,
-import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
+  LoaderIcon,
+} from 'lucide-react';
 import { Link, useRevalidator } from 'react-router';
 import { P, match } from 'ts-pattern';
 
@@ -31,6 +33,7 @@ import {
   DialogFooter,
   DialogHeader,
   DialogTitle,
+  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
@@ -47,20 +50,19 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 type TemplateDirectLinkDialogProps = {
-  template: Template & {
+  templateId: number;
-    directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
+  directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
-    recipients: Recipient[];
+  recipients: Recipient[];
-  };
+  trigger?: React.ReactNode;
-  open: boolean;
-  onOpenChange: (_open: boolean) => void;
 };
 
 type TemplateDirectLinkStep = 'ONBOARD' | 'SELECT_RECIPIENT' | 'MANAGE' | 'CONFIRM_DELETE';
 
 export const TemplateDirectLinkDialog = ({
-  template,
+  templateId,
-  open,
+  directLink,
-  onOpenChange,
+  recipients,
+  trigger,
 }: TemplateDirectLinkDialogProps) => {
   const { toast } = useToast();
   const { quota, remaining } = useLimits();
@@ -69,8 +71,9 @@ export const TemplateDirectLinkDialog = ({
 
   const [, copy] = useCopyToClipboard();
 
-  const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
+  const [open, setOpen] = useState(false);
-  const [token, setToken] = useState(template.directLink?.token ?? null);
+  const [isEnabled, setIsEnabled] = useState(directLink?.enabled ?? false);
+  const [token, setToken] = useState(directLink?.token ?? null);
   const [selectedRecipientId, setSelectedRecipientId] = useState<number | null>(null);
   const [currentStep, setCurrentStep] = useState<TemplateDirectLinkStep>(
     token ? 'MANAGE' : 'ONBOARD',
@@ -80,11 +83,11 @@ export const TemplateDirectLinkDialog = ({
 
   const validDirectTemplateRecipients = useMemo(
     () =>
-      template.recipients.filter(
+      recipients.filter(
         (recipient) =>
           recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
       ),
-    [template.recipients],
+    [recipients],
   );
 
   const {
@@ -140,7 +143,7 @@ export const TemplateDirectLinkDialog = ({
       onSuccess: async () => {
         await revalidate();
 
-        onOpenChange(false);
+        setOpen(false);
         setToken(null);
 
         toast({
@@ -178,7 +181,7 @@ export const TemplateDirectLinkDialog = ({
     setSelectedRecipientId(recipientId);
 
     await createTemplateDirectLink({
-      templateId: template.id,
+      templateId,
       directRecipientId: recipientId,
     });
   };
@@ -186,313 +189,320 @@ export const TemplateDirectLinkDialog = ({
   const isLoading =
     isCreatingTemplateDirectLink || isTogglingTemplateAccess || isDeletingTemplateDirectLink;
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!isLoading) {
+    resetCreateTemplateDirectLink();
-      if (value) {
+    setCurrentStep(token ? 'MANAGE' : 'ONBOARD');
-        resetCreateTemplateDirectLink();
+    setSelectedRecipientId(null);
-        setCurrentStep(token ? 'MANAGE' : 'ONBOARD');
-        setSelectedRecipientId(null);
-      }
 
-      onOpenChange(value);
+    // eslint-disable-next-line react-hooks/exhaustive-deps
-    }
+  }, [open]);
-  };
 
   return (
-    <Dialog open={open} onOpenChange={handleOpenChange}>
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
-      <fieldset disabled={isLoading} className="relative">
+      <DialogTrigger asChild>
-        <AnimateGenericFadeInOut motionKey={currentStep}>
+        {trigger || (
-          {match({ token, currentStep })
+          <Button variant="outline" className="px-3">
-            .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
+            <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
-              <DialogContent>
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Create Direct Signing Link</Trans>
-                  </DialogTitle>
 
-                  <DialogDescription>
+            {directLink ? <Trans>Manage Direct Link</Trans> : <Trans>Create Direct Link</Trans>}
-                    <Trans>Here's how it works:</Trans>
+          </Button>
-                  </DialogDescription>
+        )}
-                </DialogHeader>
+      </DialogTrigger>
+      <DialogContent hideClose>
+        <fieldset disabled={isLoading} className="relative">
+          <AnimateGenericFadeInOut motionKey={currentStep}>
+            {match({ token, currentStep })
+              .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
+                <DialogContent>
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Create Direct Signing Link</Trans>
+                    </DialogTitle>
 
-                <ul className="mt-4 space-y-4 pl-12">
+                    <DialogDescription>
-                  {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
+                      <Trans>Here's how it works:</Trans>
-                    <li className="relative" key={index}>
+                    </DialogDescription>
-                      <div className="absolute -left-12">
+                  </DialogHeader>
-                        <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
+
-                          {index + 1}
+                  <ul className="mt-4 space-y-4 pl-12">
+                    {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
+                      <li className="relative" key={index}>
+                        <div className="absolute -left-12">
+                          <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
+                            {index + 1}
+                          </div>
                         </div>
-                      </div>
 
-                      <h3 className="font-semibold">{_(step.title)}</h3>
+                        <h3 className="font-semibold">{_(step.title)}</h3>
-                      <p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
+                        <p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
-                    </li>
+                      </li>
-                  ))}
+                    ))}
-                </ul>
+                  </ul>
 
-                {remaining.directTemplates === 0 && (
+                  {remaining.directTemplates === 0 && (
-                  <Alert variant="warning">
+                    <Alert variant="warning">
-                    <AlertTitle>
+                      <AlertTitle>
-                      <Trans>
+                        <Trans>
-                        Direct template link usage exceeded ({quota.directTemplates}/
+                          Direct template link usage exceeded ({quota.directTemplates}/
-                        {quota.directTemplates})
+                          {quota.directTemplates})
-                      </Trans>
+                        </Trans>
-                    </AlertTitle>
+                      </AlertTitle>
-                    <AlertDescription>
+                      <AlertDescription>
-                      <Trans>
+                        <Trans>
-                        You have reached the maximum limit of {quota.directTemplates} direct
+                          You have reached the maximum limit of {quota.directTemplates} direct
-                        templates.{' '}
+                          templates.{' '}
-                        <Link
+                          <Link
-                          className="mt-1 block underline underline-offset-4"
+                            className="mt-1 block underline underline-offset-4"
-                          to={`/o/${organisation.url}/settings/billing`}
+                            to={`/o/${organisation.url}/settings/billing`}
-                        >
+                          >
-                          Upgrade your account to continue!
+                            Upgrade your account to continue!
-                        </Link>
+                          </Link>
-                      </Trans>
+                        </Trans>
-                    </AlertDescription>
+                      </AlertDescription>
-                  </Alert>
+                    </Alert>
-                )}
+                  )}
 
-                {remaining.directTemplates !== 0 && (
+                  {remaining.directTemplates !== 0 && (
-                  <DialogFooter className="mx-auto mt-4">
+                    <DialogFooter className="mx-auto mt-4">
-                    <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
+                      <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
-                      <Trans> Enable direct link signing</Trans>
+                        <Trans> Enable direct link signing</Trans>
-                    </Button>
-                  </DialogFooter>
-                )}
-              </DialogContent>
-            ))
-            .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
-              <DialogContent className="relative">
-                {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
-                  <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
-                    <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
-                  </div>
-                )}
-
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Choose Direct Link Recipient</Trans>
-                  </DialogTitle>
-
-                  <DialogDescription>
-                    <Trans>Choose an existing recipient from below to continue</Trans>
-                  </DialogDescription>
-                </DialogHeader>
-
-                <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
-                  <Table>
-                    <TableHeader>
-                      <TableRow>
-                        <TableHead>
-                          <Trans>Recipient</Trans>
-                        </TableHead>
-                        <TableHead>
-                          <Trans>Role</Trans>
-                        </TableHead>
-                        <TableHead></TableHead>
-                      </TableRow>
-                    </TableHeader>
-                    <TableBody>
-                      {validDirectTemplateRecipients.length === 0 && (
-                        <TableRow>
-                          <TableCell colSpan={3} className="h-16 text-center">
-                            <p className="text-muted-foreground">
-                              <Trans>No valid recipients found</Trans>
-                            </p>
-                          </TableCell>
-                        </TableRow>
-                      )}
-
-                      {validDirectTemplateRecipients.map((row) => (
-                        <TableRow
-                          className="cursor-pointer"
-                          key={row.id}
-                          onClick={async () => onRecipientTableRowClick(row.id)}
-                        >
-                          <TableCell>
-                            <div className="text-muted-foreground text-sm">
-                              <p>{row.name}</p>
-                              <p className="text-muted-foreground/70 text-xs">{row.email}</p>
-                            </div>
-                          </TableCell>
-
-                          <TableCell className="text-muted-foreground text-sm">
-                            {_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
-                          </TableCell>
-
-                          <TableCell>
-                            {selectedRecipientId === row.id ? (
-                              <CircleDotIcon className="h-5 w-5 text-neutral-300" />
-                            ) : (
-                              <CircleIcon className="h-5 w-5 text-neutral-300" />
-                            )}
-                          </TableCell>
-                        </TableRow>
-                      ))}
-                    </TableBody>
-                  </Table>
-                </div>
-
-                {/* Prevent creating placeholder direct template recipient if the email already exists. */}
-                {!template.recipients.some(
-                  (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
-                ) && (
-                  <DialogFooter className="mx-auto">
-                    <div className="flex flex-col items-center justify-center">
-                      {validDirectTemplateRecipients.length !== 0 && (
-                        <p className="text-muted-foreground text-sm">
-                          <Trans>Or</Trans>
-                        </p>
-                      )}
-
-                      <Button
-                        type="button"
-                        className="mt-2"
-                        loading={isCreatingTemplateDirectLink && !selectedRecipientId}
-                        onClick={async () =>
-                          createTemplateDirectLink({
-                            templateId: template.id,
-                          })
-                        }
-                      >
-                        <Trans>Create one automatically</Trans>
                       </Button>
+                    </DialogFooter>
+                  )}
+                </DialogContent>
+              ))
+              .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
+                <DialogContent className="relative">
+                  {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
+                    <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
+                      <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
                     </div>
-                  </DialogFooter>
+                  )}
-                )}
-              </DialogContent>
-            ))
-            .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
-              <DialogContent className="relative">
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Direct Link Signing</Trans>
-                  </DialogTitle>
 
-                  <DialogDescription>
+                  <DialogHeader>
-                    <Trans>Manage the direct link signing for this template</Trans>
+                    <DialogTitle>
-                  </DialogDescription>
+                      <Trans>Choose Direct Link Recipient</Trans>
-                </DialogHeader>
+                    </DialogTitle>
 
-                <div>
+                    <DialogDescription>
-                  <div className="flex flex-row items-center justify-between">
+                      <Trans>Choose an existing recipient from below to continue</Trans>
-                    <Label className="flex flex-row">
+                    </DialogDescription>
-                      <Trans>Enable Direct Link Signing</Trans>
+                  </DialogHeader>
-                      <Tooltip>
-                        <TooltipTrigger tabIndex={-1} className="ml-2">
-                          <InfoIcon className="h-4 w-4" />
-                        </TooltipTrigger>
-                        <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                          <Trans>
-                            Disabling direct link signing will prevent anyone from accessing the
-                            link.
-                          </Trans>
-                        </TooltipContent>
-                      </Tooltip>
-                    </Label>
 
-                    <Switch
+                  <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
-                      className="mt-2"
+                    <Table>
-                      checked={isEnabled}
+                      <TableHeader>
-                      onCheckedChange={(value) => setIsEnabled(value)}
+                        <TableRow>
-                    />
+                          <TableHead>
+                            <Trans>Recipient</Trans>
+                          </TableHead>
+                          <TableHead>
+                            <Trans>Role</Trans>
+                          </TableHead>
+                          <TableHead></TableHead>
+                        </TableRow>
+                      </TableHeader>
+                      <TableBody>
+                        {validDirectTemplateRecipients.length === 0 && (
+                          <TableRow>
+                            <TableCell colSpan={3} className="h-16 text-center">
+                              <p className="text-muted-foreground">
+                                <Trans>No valid recipients found</Trans>
+                              </p>
+                            </TableCell>
+                          </TableRow>
+                        )}
+
+                        {validDirectTemplateRecipients.map((row) => (
+                          <TableRow
+                            className="cursor-pointer"
+                            key={row.id}
+                            onClick={async () => onRecipientTableRowClick(row.id)}
+                          >
+                            <TableCell>
+                              <div className="text-muted-foreground text-sm">
+                                <p>{row.name}</p>
+                                <p className="text-muted-foreground/70 text-xs">{row.email}</p>
+                              </div>
+                            </TableCell>
+
+                            <TableCell className="text-muted-foreground text-sm">
+                              {_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
+                            </TableCell>
+
+                            <TableCell>
+                              {selectedRecipientId === row.id ? (
+                                <CircleDotIcon className="h-5 w-5 text-neutral-300" />
+                              ) : (
+                                <CircleIcon className="h-5 w-5 text-neutral-300" />
+                              )}
+                            </TableCell>
+                          </TableRow>
+                        ))}
+                      </TableBody>
+                    </Table>
                   </div>
 
-                  <div className="mt-2">
+                  {/* Prevent creating placeholder direct template recipient if the email already exists. */}
-                    <Label htmlFor="copy-direct-link">
+                  {!recipients.some(
-                      <Trans>Copy Shareable Link</Trans>
+                    (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
-                    </Label>
+                  ) && (
+                    <DialogFooter className="mx-auto">
+                      <div className="flex flex-col items-center justify-center">
+                        {validDirectTemplateRecipients.length !== 0 && (
+                          <p className="text-muted-foreground text-sm">
+                            <Trans>Or</Trans>
+                          </p>
+                        )}
 
-                    <div className="relative mt-1">
-                      <Input
-                        id="copy-direct-link"
-                        disabled
-                        value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
-                        readOnly
-                        className="pr-12"
-                      />
-
-                      <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
                         <Button
-                          variant="none"
                           type="button"
-                          className="h-8 w-8"
+                          className="mt-2"
-                          onClick={() => void onCopyClick(token)}
+                          loading={isCreatingTemplateDirectLink && !selectedRecipientId}
+                          onClick={async () =>
+                            createTemplateDirectLink({
+                              templateId,
+                            })
+                          }
                         >
-                          <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                          <Trans>Create one automatically</Trans>
                         </Button>
                       </div>
+                    </DialogFooter>
+                  )}
+                </DialogContent>
+              ))
+              .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
+                <DialogContent className="relative">
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Direct Link Signing</Trans>
+                    </DialogTitle>
+
+                    <DialogDescription>
+                      <Trans>Manage the direct link signing for this template</Trans>
+                    </DialogDescription>
+                  </DialogHeader>
+
+                  <div>
+                    <div className="flex flex-row items-center justify-between">
+                      <Label className="flex flex-row">
+                        <Trans>Enable Direct Link Signing</Trans>
+                        <Tooltip>
+                          <TooltipTrigger tabIndex={-1} className="ml-2">
+                            <InfoIcon className="h-4 w-4" />
+                          </TooltipTrigger>
+                          <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                            <Trans>
+                              Disabling direct link signing will prevent anyone from accessing the
+                              link.
+                            </Trans>
+                          </TooltipContent>
+                        </Tooltip>
+                      </Label>
+
+                      <Switch
+                        className="mt-2"
+                        checked={isEnabled}
+                        onCheckedChange={(value) => setIsEnabled(value)}
+                      />
+                    </div>
+
+                    <div className="mt-2">
+                      <Label htmlFor="copy-direct-link">
+                        <Trans>Copy Shareable Link</Trans>
+                      </Label>
+
+                      <div className="relative mt-1">
+                        <Input
+                          id="copy-direct-link"
+                          disabled
+                          value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
+                          readOnly
+                          className="pr-12"
+                        />
+
+                        <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
+                          <Button
+                            variant="none"
+                            type="button"
+                            className="h-8 w-8"
+                            onClick={() => void onCopyClick(token)}
+                          >
+                            <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                          </Button>
+                        </div>
+                      </div>
                     </div>
                   </div>
-                </div>
 
-                <DialogFooter className="mt-4">
+                  <DialogFooter className="mt-4">
-                  <Button
+                    <Button
-                    type="button"
+                      type="button"
-                    variant="destructive"
+                      variant="destructive"
-                    className="mr-auto w-full sm:w-auto"
+                      className="mr-auto w-full sm:w-auto"
-                    loading={isDeletingTemplateDirectLink}
+                      loading={isDeletingTemplateDirectLink}
-                    onClick={() => setCurrentStep('CONFIRM_DELETE')}
+                      onClick={() => setCurrentStep('CONFIRM_DELETE')}
-                  >
+                    >
-                    <Trans>Remove</Trans>
+                      <Trans>Remove</Trans>
-                  </Button>
+                    </Button>
 
-                  <Button
+                    <Button
-                    type="button"
+                      type="button"
-                    loading={isTogglingTemplateAccess}
+                      loading={isTogglingTemplateAccess}
-                    onClick={async () => {
+                      onClick={async () => {
-                      await toggleTemplateDirectLink({
+                        await toggleTemplateDirectLink({
-                        templateId: template.id,
+                          templateId,
-                        enabled: isEnabled,
+                          enabled: isEnabled,
-                      }).catch(() => null);
+                        }).catch(() => null);
 
-                      onOpenChange(false);
+                        setOpen(false);
-                    }}
+                      }}
-                  >
+                    >
-                    <Trans>Save</Trans>
+                      <Trans>Save</Trans>
-                  </Button>
+                    </Button>
-                </DialogFooter>
+                  </DialogFooter>
-              </DialogContent>
+                </DialogContent>
-            ))
+              ))
-            .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
+              .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
-              <DialogContent className="relative">
+                <DialogContent className="relative">
-                <DialogHeader>
+                  <DialogHeader>
-                  <DialogTitle>
+                    <DialogTitle>
-                    <Trans>Are you sure?</Trans>
+                      <Trans>Are you sure?</Trans>
-                  </DialogTitle>
+                    </DialogTitle>
 
-                  <DialogDescription>
+                    <DialogDescription>
-                    <Trans>
+                      <Trans>
-                      Please note that proceeding will remove direct linking recipient and turn it
+                        Please note that proceeding will remove direct linking recipient and turn it
-                      into a placeholder.
+                        into a placeholder.
-                    </Trans>
+                      </Trans>
-                  </DialogDescription>
+                    </DialogDescription>
-                </DialogHeader>
+                  </DialogHeader>
 
-                <DialogFooter>
+                  <DialogFooter>
-                  <Button
+                    <Button
-                    type="button"
+                      type="button"
-                    variant="secondary"
+                      variant="secondary"
-                    onClick={() => setCurrentStep('MANAGE')}
+                      onClick={() => setCurrentStep('MANAGE')}
-                  >
+                    >
-                    <Trans>Cancel</Trans>
+                      <Trans>Cancel</Trans>
-                  </Button>
+                    </Button>
 
-                  <Button
+                    <Button
-                    type="button"
+                      type="button"
-                    variant="destructive"
+                      variant="destructive"
-                    loading={isDeletingTemplateDirectLink}
+                      loading={isDeletingTemplateDirectLink}
-                    onClick={() => void deleteTemplateDirectLink({ templateId: template.id })}
+                      onClick={() => void deleteTemplateDirectLink({ templateId })}
-                  >
+                    >
-                    <Trans>Confirm</Trans>
+                      <Trans>Confirm</Trans>
-                  </Button>
+                    </Button>
-                </DialogFooter>
+                  </DialogFooter>
-              </DialogContent>
+                </DialogContent>
-            ))
+              ))
-            .otherwise(() => null)}
+              .otherwise(() => null)}
-        </AnimateGenericFadeInOut>
+          </AnimateGenericFadeInOut>
-      </fieldset>
+        </fieldset>
+      </DialogContent>
     </Dialog>
   );
 };

apps/remix/app/components/dialogs/template-move-to-folder-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -73,7 +73,7 @@ export function TemplateMoveToFolderDialog({
     },
   });
 
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
     {
       parentId: currentFolderId ?? null,
       type: FolderType.TEMPLATE,
@@ -83,13 +83,24 @@ export function TemplateMoveToFolderDialog({
     },
   );
 
-  const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
+  const { mutateAsync: updateTemplate } = trpc.template.updateTemplate.useMutation();
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+      setSearchTerm('');
+    } else {
+      form.reset({ folderId: currentFolderId ?? null });
+    }
+  }, [isOpen, currentFolderId, form]);
 
   const onSubmit = async (data: TMoveTemplateFormSchema) => {
     try {
-      await moveTemplateToFolder({
+      await updateTemplate({
         templateId,
-        folderId: data.folderId ?? null,
+        data: {
+          folderId: data.folderId ?? null,
+        },
       });
 
       toast({
@@ -128,22 +139,12 @@ export function TemplateMoveToFolderDialog({
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
-    if (!value) {
-      form.reset();
-      setSearchTerm('');
-    } else {
-      form.reset({ folderId: currentFolderId ?? null });
-    }
-    onOpenChange(value);
-  };
-
   const filteredFolders = folders?.data?.filter((folder) =>
     folder.name.toLowerCase().includes(searchTerm.toLowerCase()),
   );
 
   return (
-    <Dialog {...props} open={isOpen} onOpenChange={handleOpenChange}>
+    <Dialog {...props} open={isOpen} onOpenChange={onOpenChange}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>

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

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -6,7 +6,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { Recipient } from '@prisma/client';
 import { DocumentDistributionMethod, DocumentSigningOrder } from '@prisma/client';
-import { InfoIcon, Plus, Upload, X } from 'lucide-react';
+import { FileTextIcon, InfoIcon, Plus, UploadCloudIcon, X } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import * as z from 'zod';
@@ -15,8 +15,11 @@ import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import {
   TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
   TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
-  isTemplateRecipientEmailPlaceholder,
 } from '@documenso/lib/constants/template';
+import {
+  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+  SKIP_QUERY_BATCH_META,
+} from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
@@ -42,58 +45,37 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { SpinnerBox } from '@documenso/ui/primitives/spinner';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-const ZAddRecipientsForNewDocumentSchema = z
+const ZAddRecipientsForNewDocumentSchema = z.object({
-  .object({
+  distributeDocument: z.boolean(),
-    distributeDocument: z.boolean(),
+  useCustomDocument: z.boolean().default(false),
-    useCustomDocument: z.boolean().default(false),
+  customDocumentData: z
-    customDocumentData: z
+    .array(
-      .any()
-      .refine((data) => data instanceof File || data === undefined)
-      .optional(),
-    recipients: z.array(
       z.object({
-        id: z.number(),
+        title: z.string(),
-        email: z.string().email(),
+        data: z.instanceof(File).optional(),
-        name: z.string(),
+        envelopeItemId: z.string(),
-        signingOrder: z.number().optional(),
       }),
-    ),
+    )
-  })
+    .optional(),
-  // Display exactly which rows are duplicates.
+  recipients: z.array(
-  .superRefine((items, ctx) => {
+    z.object({
-    const uniqueEmails = new Map<string, number>();
+      id: z.number(),
-
+      email: z.string().email(),
-    for (const [index, recipients] of items.recipients.entries()) {
+      name: z.string(),
-      const email = recipients.email.toLowerCase();
+      signingOrder: z.number().optional(),
-
+    }),
-      const firstFoundIndex = uniqueEmails.get(email);
+  ),
-
+});
-      if (firstFoundIndex === undefined) {
-        uniqueEmails.set(email, index);
-        continue;
-      }
-
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        message: 'Emails must be unique',
-        path: ['recipients', index, 'email'],
-      });
-
-      ctx.addIssue({
-        code: z.ZodIssueCode.custom,
-        message: 'Emails must be unique',
-        path: ['recipients', firstFoundIndex, 'email'],
-      });
-    }
-  });
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
 export type TemplateUseDialogProps = {
+  envelopeId: string;
   templateId: number;
   templateSigningOrder?: DocumentSigningOrder | null;
   recipients: Recipient[];
@@ -106,6 +88,7 @@ export function TemplateUseDialog({
   recipients,
   documentDistributionMethod = DocumentDistributionMethod.EMAIL,
   documentRootPath,
+  envelopeId,
   templateId,
   templateSigningOrder,
   trigger,
@@ -122,7 +105,7 @@ export function TemplateUseDialog({
     defaultValues: {
       distributeDocument: false,
       useCustomDocument: false,
-      customDocumentData: undefined,
+      customDocumentData: [],
       recipients: recipients
         .sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
         .map((recipient) => {
@@ -144,23 +127,50 @@ export function TemplateUseDialog({
     },
   });
 
+  const { replace, fields: localCustomDocumentData } = useFieldArray({
+    control: form.control,
+    name: 'customDocumentData',
+  });
+
+  const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
+    {
+      envelopeId,
+    },
+    {
+      placeholderData: (previousData) => previousData,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    },
+  );
+
+  const envelopeItems = response?.envelopeItems ?? [];
+
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
   const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
     try {
-      let customDocumentDataId: string | undefined = undefined;
+      const customFilesToUpload = (data.customDocumentData || []).filter(
+        (item): item is { data: File; envelopeItemId: string; title: string } =>
+          item.data !== undefined && item.envelopeItemId !== undefined && item.title !== undefined,
+      );
 
-      if (data.useCustomDocument && data.customDocumentData) {
+      const customDocumentData = await Promise.all(
-        const customDocumentData = await putPdfFile(data.customDocumentData);
+        customFilesToUpload.map(async (item) => {
-        customDocumentDataId = customDocumentData.id;
+          const customDocumentData = await putPdfFile(item.data);
-      }
 
-      const { id } = await createDocumentFromTemplate({
+          return {
+            documentDataId: customDocumentData.id,
+            envelopeItemId: item.envelopeItemId,
+          };
+        }),
+      );
+
+      const { envelopeId } = await createDocumentFromTemplate({
         templateId,
         recipients: data.recipients,
         distributeDocument: data.distributeDocument,
-        customDocumentDataId,
+        customDocumentData,
       });
 
       toast({
@@ -169,7 +179,7 @@ export function TemplateUseDialog({
         duration: 5000,
       });
 
-      let documentPath = `${documentRootPath}/${id}`;
+      let documentPath = `${documentRootPath}/${envelopeId}`;
 
       if (
         data.distributeDocument &&
@@ -203,17 +213,26 @@ export function TemplateUseDialog({
     name: 'recipients',
   });
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (form.formState.isSubmitting) return;
+    if (!open) {
-
-    if (!value) {
       form.reset();
     }
-    setOpen(value);
+  }, [open, form]);
-  };
+
+  useEffect(() => {
+    if (envelopeItems.length > 0 && localCustomDocumentData.length === 0) {
+      replace(
+        envelopeItems.map((item) => ({
+          title: item.title,
+          data: undefined,
+          envelopeItemId: item.id,
+        })),
+      );
+    }
+  }, [envelopeItems, form, open]);
 
   return (
-    <Dialog open={open} onOpenChange={handleOpenChange}>
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
         {trigger || (
           <Button variant="outline" className="bg-background">
@@ -281,14 +300,7 @@ export function TemplateUseDialog({
                           )}
 
                           <FormControl>
-                            <Input
+                            <Input {...field} aria-label="Email" placeholder={_(msg`Email`)} />
-                              {...field}
-                              placeholder={
-                                isTemplateRecipientEmailPlaceholder(field.value)
-                                  ? ''
-                                  : _(msg`Email`)
-                              }
-                            />
                           </FormControl>
                           <FormMessage />
                         </FormItem>
@@ -309,6 +321,7 @@ export function TemplateUseDialog({
                           <FormControl>
                             <Input
                               {...field}
+                              aria-label="Name"
                               placeholder={recipients[index].name || _(msg`Name`)}
                             />
                           </FormControl>
@@ -443,116 +456,133 @@ export function TemplateUseDialog({
                 />
 
                 {form.watch('useCustomDocument') && (
-                  <div className="my-4">
+                  <div className="my-4 space-y-2">
-                    <FormField
+                    {isLoadingEnvelopeItems ? (
-                      control={form.control}
+                      <SpinnerBox className="py-16" />
-                      name="customDocumentData"
+                    ) : (
-                      render={({ field }) => (
+                      localCustomDocumentData.map((item, i) => (
-                        <FormItem>
+                        <FormField
-                          <FormControl>
+                          key={item.id}
-                            <div className="w-full space-y-4">
+                          control={form.control}
-                              <label
+                          name={`customDocumentData.${i}.data`}
-                                className={cn(
+                          render={({ field }) => (
-                                  'text-muted-foreground hover:border-muted-foreground/50 group relative flex min-h-[150px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed border-gray-300 px-6 py-10 transition-colors',
+                            <FormItem>
-                                  {
+                              <FormControl>
-                                    'border-destructive hover:border-destructive':
+                                <div
-                                      form.formState.errors.customDocumentData,
+                                  key={item.id}
-                                  },
+                                  className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
-                                )}
+                                >
-                              >
+                                  <div className="flex-shrink-0">
-                                <div className="text-center">
+                                    <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
-                                  {!field.value && (
+                                      <FileTextIcon className="text-primary h-5 w-5" />
-                                    <>
-                                      <Upload className="text-muted-foreground/50 mx-auto h-10 w-10" />
-                                      <div className="mt-4 flex text-sm leading-6">
-                                        <span className="text-muted-foreground relative">
-                                          <Trans>
-                                            <span className="text-primary font-semibold">
-                                              Click to upload
-                                            </span>{' '}
-                                            or drag and drop
-                                          </Trans>
-                                        </span>
-                                      </div>
-                                      <p className="text-muted-foreground/80 text-xs">
-                                        PDF files only
-                                      </p>
-                                    </>
-                                  )}
-
-                                  {field.value && (
-                                    <div className="text-muted-foreground space-y-1">
-                                      <p className="text-sm font-medium">{field.value.name}</p>
-                                      <p className="text-muted-foreground/60 text-xs">
-                                        {(field.value.size / (1024 * 1024)).toFixed(2)} MB
-                                      </p>
                                     </div>
-                                  )}
-                                </div>
-
-                                <input
-                                  type="file"
-                                  data-testid="template-use-dialog-file-input"
-                                  className="absolute h-full w-full opacity-0"
-                                  accept=".pdf,application/pdf"
-                                  onChange={(e) => {
-                                    const file = e.target.files?.[0];
-
-                                    if (!file) {
-                                      field.onChange(undefined);
-
-                                      return;
-                                    }
-
-                                    if (file.type !== 'application/pdf') {
-                                      form.setError('customDocumentData', {
-                                        type: 'manual',
-                                        message: _(msg`Please select a PDF file`),
-                                      });
-
-                                      return;
-                                    }
-
-                                    if (file.size > APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024) {
-                                      form.setError('customDocumentData', {
-                                        type: 'manual',
-                                        message: _(
-                                          msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
-                                        ),
-                                      });
-
-                                      return;
-                                    }
-
-                                    field.onChange(file);
-                                  }}
-                                />
-
-                                {field.value && (
-                                  <div className="absolute right-2 top-2">
-                                    <Button
-                                      type="button"
-                                      variant="destructive"
-                                      className="h-6 w-6 p-0"
-                                      onClick={(e) => {
-                                        e.preventDefault();
-                                        field.onChange(undefined);
-                                      }}
-                                    >
-                                      <X className="h-4 w-4" />
-                                      <div className="sr-only">
-                                        <Trans>Clear file</Trans>
-                                      </div>
-                                    </Button>
                                   </div>
-                                )}
+
-                              </label>
+                                  <div className="min-w-0 flex-1">
-                            </div>
+                                    <h4 className="text-foreground truncate text-sm font-medium">
-                          </FormControl>
+                                      {item.title}
-                          <FormMessage />
+                                    </h4>
-                        </FormItem>
+                                    <p className="text-muted-foreground mt-0.5 text-xs">
-                      )}
+                                      {field.value ? (
-                    />
+                                        <div>
+                                          <Trans>
+                                            Custom {(field.value.size / (1024 * 1024)).toFixed(2)}{' '}
+                                            MB file
+                                          </Trans>
+                                        </div>
+                                      ) : (
+                                        <Trans>Default file</Trans>
+                                      )}
+                                    </p>
+                                  </div>
+
+                                  <div className="flex flex-shrink-0 items-center gap-2">
+                                    {field.value ? (
+                                      <div className="">
+                                        <Button
+                                          type="button"
+                                          variant="destructive"
+                                          size="sm"
+                                          className="text-xs"
+                                          onClick={(e) => {
+                                            e.preventDefault();
+                                            field.onChange(undefined);
+                                          }}
+                                        >
+                                          <X className="mr-2 h-4 w-4" />
+                                          <Trans>Remove</Trans>
+                                        </Button>
+                                      </div>
+                                    ) : (
+                                      <Button
+                                        type="button"
+                                        variant="outline"
+                                        size="sm"
+                                        className="text-xs"
+                                        onClick={() => {
+                                          const fileInput = document.getElementById(
+                                            `template-use-dialog-file-input-${item.envelopeItemId}`,
+                                          );
+
+                                          if (fileInput instanceof HTMLInputElement) {
+                                            fileInput.click();
+                                          }
+                                        }}
+                                      >
+                                        <UploadCloudIcon className="mr-2 h-4 w-4" />
+                                        <Trans>Upload</Trans>
+                                      </Button>
+                                    )}
+
+                                    <input
+                                      type="file"
+                                      id={`template-use-dialog-file-input-${item.envelopeItemId}`}
+                                      className="hidden"
+                                      accept=".pdf,application/pdf"
+                                      onChange={(e) => {
+                                        const file = e.target.files?.[0];
+
+                                        if (!file) {
+                                          field.onChange(undefined);
+
+                                          return;
+                                        }
+
+                                        if (file.type !== 'application/pdf') {
+                                          form.setError('customDocumentData', {
+                                            type: 'manual',
+                                            message: _(msg`Please select a PDF file`),
+                                          });
+
+                                          return;
+                                        }
+
+                                        if (
+                                          file.size >
+                                          APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024
+                                        ) {
+                                          form.setError('customDocumentData', {
+                                            type: 'manual',
+                                            message: _(
+                                              msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
+                                            ),
+                                          });
+
+                                          return;
+                                        }
+
+                                        field.onChange(file);
+                                      }}
+                                    />
+                                  </div>
+                                </div>
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      ))
+                    )}
                   </div>
                 )}
               </div>

apps/remix/app/components/dialogs/token-delete-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -56,7 +56,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
 
   type TDeleteTokenByIdMutationSchema = z.infer<typeof ZTokenDeleteDialogSchema>;
 
-  const { mutateAsync: deleteTokenMutation } = trpc.apiToken.deleteTokenById.useMutation({
+  const { mutateAsync: deleteTokenMutation } = trpc.apiToken.delete.useMutation({
     onSuccess() {
       onDelete?.();
     },
@@ -95,17 +95,17 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!isOpen) {
       form.reset();
     }
-    if (!form.formState.isSubmitting) {
+  }, [isOpen, form]);
-      setIsOpen(value);
-    }
-  };
 
   return (
-    <Dialog open={isOpen} onOpenChange={handleOpenChange}>
+    <Dialog
+      open={isOpen}
+      onOpenChange={(value) => !form.formState.isSubmitting && setIsOpen(value)}
+    >
       <DialogTrigger asChild={true}>
         {children ?? (
           <Button className="mr-4" variant="destructive">

apps/remix/app/components/dialogs/webhook-delete-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -88,17 +88,14 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
     }
   };
 
-  const handleOpenChange = (value: boolean) => {
+  useEffect(() => {
-    if (!value) {
+    if (!open) {
       form.reset();
     }
-    if (!form.formState.isSubmitting) {
+  }, [open, form]);
-      setOpen(value);
-    }
-  };
 
   return (
-    <Dialog open={open} onOpenChange={handleOpenChange}>
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
         {children ?? (
           <Button className="mr-4" variant="destructive">

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

@@ -1,11 +1,11 @@
 import { z } from 'zod';
 
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaLanguageSchema,
-} from '@documenso/trpc/server/document-router/schema';
+} from '@documenso/lib/types/document-meta';
+import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 
 // Define the schema for configuration
 export type TConfigureEmbedFormSchema = z.infer<typeof ZConfigureEmbedFormSchema>;

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

@@ -118,6 +118,7 @@ export const ConfigureFieldsView = ({
       sendStatus: signer.disabled ? SendStatus.SENT : SendStatus.NOT_SENT,
       readStatus: signer.disabled ? ReadStatus.OPENED : ReadStatus.NOT_OPENED,
       signingStatus: signer.disabled ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+      envelopeId: '',
     }));
   }, [configData.signers]);
 
@@ -172,6 +173,8 @@ export const ConfigureFieldsView = ({
     name: 'fields',
   });
 
+  const highestPageNumber = Math.max(...localFields.map((field) => field.pageNumber));
+
   const onFieldCopy = useCallback(
     (event?: KeyboardEvent | null, options?: { duplicate?: boolean; duplicateAll?: boolean }) => {
       const { duplicate = false, duplicateAll = false } = options ?? {};
@@ -540,7 +543,9 @@ export const ConfigureFieldsView = ({
                 <div>
                   <PDFViewer documentData={normalizedDocumentData} />
 
-                  <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+                  <ElementVisible
+                    target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}
+                  >
                     {localFields.map((field, index) => {
                       const recipientIndex = recipients.findIndex(
                         (r) => r.id === field.recipientId,

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

@@ -3,7 +3,7 @@ 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, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta, Recipient, Signature } from '@prisma/client';
 import { type DocumentData, type Field, FieldType } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { DateTime } from 'luxon';
@@ -37,6 +37,7 @@ import { ZDirectTemplateEmbedDataSchema } from '~/types/embed-direct-template-sc
 import { injectCss } from '~/utils/css-vars';
 
 import type { DirectTemplateLocalField } from '../general/direct-template/direct-template-signing-form';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { EmbedClientLoading } from './embed-client-loading';
 import { EmbedDocumentCompleted } from './embed-document-completed';
@@ -44,17 +45,19 @@ import { EmbedDocumentFields } from './embed-document-fields';
 
 export type EmbedDirectTemplateClientPageProps = {
   token: string;
+  envelopeId: string;
   updatedAt: Date;
   documentData: DocumentData;
   recipient: Recipient;
   fields: Field[];
-  metadata?: DocumentMeta | TemplateMeta | null;
+  metadata?: DocumentMeta | null;
   hidePoweredBy?: boolean;
   allowWhiteLabelling?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
   token,
+  envelopeId,
   updatedAt,
   documentData,
   recipient,
@@ -91,8 +94,12 @@ export const EmbedDirectTemplateClientPage = ({
     localFields.filter((field) => field.inserted),
   ];
 
+  const highestPendingPageNumber = Math.max(...pendingFields.map((field) => field.page));
+
   const hasSignatureField = localFields.some((field) => field.type === FieldType.SIGNATURE);
 
+  const signatureValid = !hasSignatureField || (signature && signature.trim() !== '');
+
   const { mutateAsync: createDocumentFromDirectTemplate, isPending: isSubmitting } =
     trpc.template.createDocumentFromDirectTemplate.useMutation();
 
@@ -317,9 +324,13 @@ export const EmbedDirectTemplateClientPage = ({
   }
 
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
+      <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+        <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={recipient.token} />
+      </div>
+
       <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
         {/* Viewer */}
         <div className="flex-1">
@@ -343,19 +354,34 @@ export const EmbedDirectTemplateClientPage = ({
                   <Trans>Sign document</Trans>
                 </h3>
 
-                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
+                {isExpanded ? (
-                  {isExpanded ? (
+                  <Button
-                    <LucideChevronDown
+                    variant="outline"
-                      className="text-muted-foreground h-5 w-5"
+                    className="h-8 w-8 p-0 md:hidden"
-                      onClick={() => setIsExpanded(false)}
+                    onClick={() => setIsExpanded(false)}
-                    />
+                  >
-                  ) : (
+                    <LucideChevronDown className="text-muted-foreground h-5 w-5" />
-                    <LucideChevronUp
+                  </Button>
-                      className="text-muted-foreground h-5 w-5"
+                ) : pendingFields.length > 0 ? (
-                      onClick={() => setIsExpanded(true)}
+                  <Button
-                    />
+                    variant="outline"
-                  )}
+                    className="h-8 w-8 p-0 md:hidden"
-                </Button>
+                    onClick={() => setIsExpanded(true)}
+                  >
+                    <LucideChevronUp className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : (
+                  <Button
+                    variant="default"
+                    size="sm"
+                    className="md:hidden"
+                    disabled={isThrottled || (hasSignatureField && !signatureValid)}
+                    loading={isSubmitting}
+                    onClick={() => throttledOnCompleteClick()}
+                  >
+                    <Trans>Complete</Trans>
+                  </Button>
+                )}
               </div>
             </div>
 
@@ -442,7 +468,9 @@ export const EmbedDirectTemplateClientPage = ({
           </div>
         </div>
 
-        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+        <ElementVisible
+          target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPendingPageNumber}"]`}
+        >
           {showPendingFieldTooltip && pendingFields.length > 0 && (
             <FieldToolTip key={pendingFields[0].id} field={pendingFields[0]} color="warning">
               <Trans>Click to insert field</Trans>

apps/remix/app/components/embed/embed-document-fields.tsx

@@ -1,4 +1,4 @@
-import type { DocumentMeta, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta } from '@prisma/client';
 import { type Field, FieldType } from '@prisma/client';
 import { match } from 'ts-pattern';
 
@@ -33,7 +33,7 @@ import { DocumentSigningTextField } from '~/components/general/document-signing/
 export type EmbedDocumentFieldsProps = {
   fields: Field[];
   metadata?: Pick<
-    DocumentMeta | TemplateMeta,
+    DocumentMeta,
     | 'timezone'
     | 'dateFormat'
     | 'typedSignatureEnabled'
@@ -50,8 +50,10 @@ export const EmbedDocumentFields = ({
   onSignField,
   onUnsignField,
 }: EmbedDocumentFieldsProps) => {
+  const highestPageNumber = Math.max(...fields.map((field) => field.page));
+
   return (
-    <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+    <ElementVisible target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}>
       {fields.map((field) =>
         match(field.type)
           .with(FieldType.SIGNATURE, () => (

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

@@ -3,7 +3,7 @@ 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, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta } from '@prisma/client';
 import {
   type DocumentData,
   type Field,
@@ -15,12 +15,14 @@ import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import type { DocumentField } from '@documenso/lib/server-only/field/get-fields-for-document';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
-import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
+import {
+  type DocumentField,
+  DocumentReadOnlyFields,
+} from '@documenso/ui/components/document/document-read-only-fields';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
@@ -35,6 +37,7 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { injectCss } from '~/utils/css-vars';
 
 import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-schema';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
 import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
@@ -46,11 +49,12 @@ import { EmbedDocumentRejected } from './embed-document-rejected';
 export type EmbedSignDocumentClientPageProps = {
   token: string;
   documentId: number;
+  envelopeId: string;
   documentData: DocumentData;
   recipient: RecipientWithFields;
   fields: Field[];
   completedFields: DocumentField[];
-  metadata?: DocumentMeta | TemplateMeta | null;
+  metadata?: DocumentMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
   allowWhitelabelling?: boolean;
@@ -60,6 +64,7 @@ export type EmbedSignDocumentClientPageProps = {
 export const EmbedSignDocumentClientPage = ({
   token,
   documentId,
+  envelopeId,
   documentData,
   recipient,
   fields,
@@ -89,7 +94,7 @@ export const EmbedSignDocumentClientPage = ({
   const [isExpanded, setIsExpanded] = useState(false);
   const [isNameLocked, setIsNameLocked] = useState(false);
   const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
-  const [showOtherRecipientsCompletedFields, setShowOtherRecipientsCompletedFields] =
+  const [_showOtherRecipientsCompletedFields, setShowOtherRecipientsCompletedFields] =
     useState(false);
 
   const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
@@ -106,6 +111,8 @@ export const EmbedSignDocumentClientPage = ({
     fields.filter((field) => field.inserted),
   ];
 
+  const highestPendingPageNumber = Math.max(...pendingFields.map((field) => field.page));
+
   const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
@@ -116,6 +123,8 @@ export const EmbedSignDocumentClientPage = ({
 
   const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
 
+  const signatureValid = !hasSignatureField || (signature && signature.trim() !== '');
+
   const assistantSignersId = useId();
 
   const onNextFieldClick = () => {
@@ -268,15 +277,17 @@ export const EmbedSignDocumentClientPage = ({
       <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
         {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-        {allowDocumentRejection && (
+        <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
-          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+          <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={token} />
+
+          {allowDocumentRejection && (
             <DocumentSigningRejectDialog
-              document={{ id: documentId }}
+              documentId={documentId}
               token={token}
               onRejected={onDocumentRejected}
             />
-          </div>
+          )}
-        )}
+        </div>
 
         <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
           {/* Viewer */}
@@ -305,19 +316,36 @@ export const EmbedSignDocumentClientPage = ({
                     )}
                   </h3>
 
-                  <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
+                  {isExpanded ? (
-                    {isExpanded ? (
+                    <Button
-                      <LucideChevronDown
+                      variant="outline"
-                        className="text-muted-foreground h-5 w-5"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
-                        onClick={() => setIsExpanded(false)}
+                      onClick={() => setIsExpanded(false)}
-                      />
+                    >
-                    ) : (
+                      <LucideChevronDown className="text-muted-foreground dark:text-background h-5 w-5" />
-                      <LucideChevronUp
+                    </Button>
-                        className="text-muted-foreground h-5 w-5"
+                  ) : pendingFields.length > 0 ? (
-                        onClick={() => setIsExpanded(true)}
+                    <Button
-                      />
+                      variant="outline"
-                    )}
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
-                  </Button>
+                      onClick={() => setIsExpanded(true)}
+                    >
+                      <LucideChevronUp className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="md:hidden"
+                      disabled={
+                        isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
+                      }
+                      loading={isSubmitting}
+                      onClick={() => throttledOnCompleteClick()}
+                    >
+                      <Trans>Complete</Trans>
+                    </Button>
+                  )}
                 </div>
               </div>
 
@@ -465,7 +493,9 @@ export const EmbedSignDocumentClientPage = ({
             </div>
           </div>
 
-          <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+          <ElementVisible
+            target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPendingPageNumber}"]`}
+          >
             {showPendingFieldTooltip && pendingFields.length > 0 && (
               <FieldToolTip key={pendingFields[0].id} field={pendingFields[0]} color="warning">
                 <Trans>Click to insert field</Trans>

apps/remix/app/components/embed/embed-document-waiting-for-turn.tsx

@@ -1,10 +1,12 @@
-import { useEffect } from 'react';
+import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
 
 export const EmbedDocumentWaitingForTurn = () => {
+  const [hasPostedMessage, setHasPostedMessage] = useState(false);
+
   useEffect(() => {
-    if (window.parent) {
+    if (window.parent && !hasPostedMessage) {
       window.parent.postMessage(
         {
           action: 'document-waiting-for-turn',
@@ -13,7 +15,13 @@ export const EmbedDocumentWaitingForTurn = () => {
         '*',
       );
     }
-  }, []);
+
+    setHasPostedMessage(true);
+  }, [hasPostedMessage]);
+
+  if (!hasPostedMessage) {
+    return null;
+  }
 
   return (
     <div className="embed--WaitingForTurn relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">

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

@@ -92,6 +92,8 @@ export const MultiSignDocumentSigningView = ({
       [],
   ];
 
+  const highestPendingPageNumber = Math.max(...pendingFields.map((field) => field.page));
+
   const uninsertedFields = document?.fields.filter((field) => !field.inserted) ?? [];
 
   const onSignField = async (payload: TSignFieldWithTokenMutationSchema) => {
@@ -210,7 +212,7 @@ export const MultiSignDocumentSigningView = ({
               {allowDocumentRejection && (
                 <div className="embed--Actions mb-4 mt-8 flex w-full flex-row-reverse items-baseline justify-between">
                   <DocumentSigningRejectDialog
-                    document={document}
+                    documentId={document.id}
                     token={token}
                     onRejected={onRejected}
                   />
@@ -357,7 +359,9 @@ export const MultiSignDocumentSigningView = ({
               </div>
 
               {hasDocumentLoaded && (
-                <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+                <ElementVisible
+                  target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPendingPageNumber}"]`}
+                >
                   {showPendingFieldTooltip && pendingFields.length > 0 && (
                     <FieldToolTip
                       key={pendingFields[0].id}

apps/remix/app/components/forms/2fa/enable-authenticator-app-dialog.tsx

@@ -1,4 +1,4 @@
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
@@ -136,19 +136,18 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
     setIsOpen(true);
   };
 
-  const handleOpenChange = (open: boolean) => {
+  useEffect(() => {
-    setIsOpen(open);
+    enable2FAForm.reset();
 
-    if (!open) {
+    if (!isOpen && recoveryCodes && recoveryCodes.length > 0) {
-      enable2FAForm.reset();
+      setRecoveryCodes(null);
-      if (recoveryCodes && recoveryCodes.length > 0) {
-        setRecoveryCodes(null);
-      }
     }
-  };
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [isOpen]);
 
   return (
-    <Dialog open={isOpen} onOpenChange={handleOpenChange}>
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
       <DialogTrigger asChild={true}>
         <Button
           className="flex-shrink-0"

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, useLingui } from '@lingui/react/macro';
-import { Trans } 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 logoUrl =
-          const objectUrl = URL.createObjectURL(new Blob([binaryData]));
+          context === 'Team'
+            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
 
-          setPreviewUrl(objectUrl);
+        setPreviewUrl(logoUrl);
-          setHasLoadedPreview(true);
+        setHasLoadedPreview(true);
-        });
-
-        return;
       }
     }
 

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

@@ -3,10 +3,11 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import type { TeamGlobalSettings } from '@prisma/client';
-import { DocumentVisibility } from '@prisma/client';
+import { DocumentVisibility, OrganisationType } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
 import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
@@ -16,12 +17,12 @@ import {
   isValidLanguageCode,
 } from '@documenso/lib/constants/i18n';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import {
   type TDocumentMetaDateFormat,
   ZDocumentMetaTimezoneSchema,
-} from '@documenso/trpc/server/document-router/schema';
+} from '@documenso/lib/types/document-meta';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -86,8 +87,10 @@ export const DocumentPreferencesForm = ({
 }: DocumentPreferencesFormProps) => {
   const { t } = useLingui();
   const { user, organisations } = useSession();
+  const currentOrganisation = useCurrentOrganisation();
 
   const isPersonalLayoutMode = isPersonalLayout(organisations);
+  const isPersonalOrganisation = currentOrganisation.type === OrganisationType.PERSONAL;
 
   const placeholderEmail = user.email ?? 'user@example.com';
 
@@ -331,7 +334,7 @@ export const DocumentPreferencesForm = ({
             )}
           />
 
-          {!isPersonalLayoutMode && (
+          {!isPersonalLayoutMode && !isPersonalOrganisation && (
             <FormField
               control={form.control}
               name="includeSenderDetails"

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

@@ -0,0 +1,359 @@
+import { useEffect, useMemo } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { t } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
+import {
+  type TCheckboxFieldMeta as CheckboxFieldMeta,
+  DEFAULT_FIELD_FONT_SIZE,
+  ZCheckboxFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  checkboxValidationLength,
+  checkboxValidationRules,
+  checkboxValidationSigns,
+} from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZCheckboxFieldFormSchema = ZCheckboxFieldMeta.pick({
+  label: true,
+  direction: true,
+  validationRule: true,
+  validationLength: true,
+  required: true,
+  values: true,
+  readOnly: true,
+  fontSize: true,
+})
+  .extend({
+    validationLength: z.coerce.number().optional(),
+  })
+  .refine(
+    (data) => {
+      // You need to specify both validation rule and length together
+      if (data.validationRule && !data.validationLength) {
+        return false;
+      }
+      if (data.validationLength && !data.validationRule) {
+        return false;
+      }
+      return true;
+    },
+    {
+      message: 'You need to specify both the validation rule and the number of options',
+      path: ['validationRule'],
+    },
+  );
+
+type TCheckboxFieldFormSchema = z.infer<typeof ZCheckboxFieldFormSchema>;
+
+type EditorFieldCheckboxFormProps = {
+  value: CheckboxFieldMeta | undefined;
+  onValueChange: (value: CheckboxFieldMeta) => void;
+};
+
+export const EditorFieldCheckboxForm = ({
+  value = {
+    type: 'checkbox',
+    direction: 'vertical',
+  },
+  onValueChange,
+}: EditorFieldCheckboxFormProps) => {
+  const form = useForm<TCheckboxFieldFormSchema>({
+    resolver: zodResolver(ZCheckboxFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      direction: value.direction || 'vertical',
+      validationRule: value.validationRule || '',
+      validationLength: value.validationLength || 0,
+      values: value.values || [{ id: 1, checked: false, value: '' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  const addValue = (numberOfValues: number = 1) => {
+    const currentValues = form.getValues('values') || [];
+    const currentMaxId = Math.max(...currentValues.map((val) => val.id));
+
+    const newValues = Array.from({ length: numberOfValues }, (_, index) => ({
+      id: currentMaxId + index + 1,
+      checked: false,
+      value: '',
+    }));
+
+    form.setValue('values', [...currentValues, ...newValues]);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZCheckboxFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        ...value,
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  const isValidationRuleMetForPreselectedValues = useMemo(() => {
+    const preselectedValues = (formValues.values || [])?.filter((value) => value.checked);
+
+    if (formValues.validationLength && formValues.validationRule && preselectedValues.length > 0) {
+      const validationRule = checkboxValidationSigns.find(
+        (sign) => sign.label === formValues.validationRule,
+      );
+
+      if (!validationRule) {
+        return false;
+      }
+
+      return validateCheckboxLength(
+        preselectedValues.length,
+        validationRule.value,
+        formValues.validationLength,
+      );
+    }
+
+    return true;
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="direction"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Direction</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select value={field.value} onValueChange={field.onChange}>
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Select direction`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      <SelectItem value="vertical">
+                        <Trans>Vertical</Trans>
+                      </SelectItem>
+                      <SelectItem value="horizontal">
+                        <Trans>Horizontal</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="flex flex-row items-center justify-start gap-x-4">
+            <div className="flex w-2/3 flex-col">
+              <FormField
+                control={form.control}
+                name="validationRule"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Validation</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange}>
+                        <SelectTrigger className="text-muted-foreground bg-background w-full">
+                          <SelectValue placeholder={t`Select at least`} />
+                        </SelectTrigger>
+                        <SelectContent position="popper">
+                          {checkboxValidationRules.map((item, index) => (
+                            <SelectItem key={index} value={item}>
+                              {item}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+            <div className="mt-3 flex w-1/3 flex-col">
+              <FormField
+                control={form.control}
+                name="validationLength"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormControl>
+                      <Select
+                        value={field.value ? String(field.value) : ''}
+                        onValueChange={(value) => {
+                          const validationNumber = Number(value);
+
+                          const currentValues = formValues.values || [];
+
+                          const minimumNumberOfValuesRequired =
+                            validationNumber - currentValues.length;
+
+                          if (!formValues.validationRule) {
+                            form.setValue('validationRule', checkboxValidationRules[0]);
+                          }
+
+                          if (minimumNumberOfValuesRequired > 0) {
+                            addValue(minimumNumberOfValuesRequired);
+                          }
+
+                          field.onChange(validationNumber);
+                          void form.trigger();
+                        }}
+                      >
+                        <SelectTrigger className="text-muted-foreground bg-background mt-5 w-full">
+                          <SelectValue placeholder={t`Pick a number`} />
+                        </SelectTrigger>
+                        <SelectContent position="popper">
+                          {checkboxValidationLength.map((item, index) => (
+                            <SelectItem key={index} value={String(item)}>
+                              {item}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+          </div>
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Checkbox values</Trans>
+              </p>
+
+              <button type="button" onClick={() => addValue()}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`checkbox-value-${index}`} className="flex flex-row items-center gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.checked`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Checkbox
+                            className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                            checked={field.value}
+                            onCheckedChange={field.onChange}
+                          />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Input className="w-full" {...field} />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+
+            {!isValidationRuleMetForPreselectedValues && (
+              <Alert variant="warning">
+                <AlertDescription>
+                  <Trans>
+                    The preselected values will be ignored unless they meet the validation criteria.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+            )}
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TDateFieldMeta as DateFieldMeta,
+  ZDateFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZDateFieldFormSchema = ZDateFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TDateFieldFormSchema = z.infer<typeof ZDateFieldFormSchema>;
+
+type EditorFieldDateFormProps = {
+  value: DateFieldMeta | undefined;
+  onValueChange: (value: DateFieldMeta) => void;
+};
+
+export const EditorFieldDateForm = ({
+  value = {
+    type: 'date',
+  },
+  onValueChange,
+}: EditorFieldDateFormProps) => {
+  const form = useForm<TDateFieldFormSchema>({
+    resolver: zodResolver(ZDateFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZDateFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'date',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,254 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TDropdownFieldMeta as DropdownFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZDropdownFieldFormSchema = z.object({
+  defaultValue: z.string().optional(),
+  values: z
+    .object({
+      value: z.string().min(1, {
+        message: msg`Option value cannot be empty`.id,
+      }),
+    })
+    .array()
+    .min(1, {
+      message: msg`Dropdown must have at least one option`.id,
+    })
+    .superRefine((values, ctx) => {
+      const seen = new Map<string, number[]>(); // value → indices
+
+      values.forEach((item, index) => {
+        const key = item.value;
+        if (!seen.has(key)) {
+          seen.set(key, []);
+        }
+        seen.get(key)!.push(index);
+      });
+
+      for (const [key, indices] of seen) {
+        if (indices.length > 1 && key.trim() !== '') {
+          for (const i of indices) {
+            ctx.addIssue({
+              code: z.ZodIssueCode.custom,
+              message: msg`Duplicate values are not allowed`.id,
+              path: [i, 'value'],
+            });
+          }
+        }
+      }
+    }),
+  required: z.boolean().optional(),
+  readOnly: z.boolean().optional(),
+  fontSize: z.number().optional(),
+});
+
+type TDropdownFieldFormSchema = z.infer<typeof ZDropdownFieldFormSchema>;
+
+type EditorFieldDropdownFormProps = {
+  value: DropdownFieldMeta | undefined;
+  onValueChange: (value: DropdownFieldMeta) => void;
+};
+
+export const EditorFieldDropdownForm = ({
+  value = {
+    type: 'dropdown',
+  },
+  onValueChange,
+}: EditorFieldDropdownFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TDropdownFieldFormSchema>({
+    resolver: zodResolver(ZDropdownFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      defaultValue: value.defaultValue,
+      values: value.values || [{ value: 'Option 1' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  const addValue = () => {
+    const currentValues = form.getValues('values') || [];
+
+    let newValue = 'New option';
+
+    // Iterate to create a unique value
+    for (let i = 0; i < currentValues.length; i++) {
+      newValue = `New option ${i + 1}`;
+      if (currentValues.some((item) => item.value === `New option ${i + 1}`)) {
+        newValue = `New option ${i + 1}`;
+      } else {
+        break;
+      }
+    }
+
+    const newValues = [...currentValues, { value: newValue }];
+
+    form.setValue('values', newValues);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+
+    if (form.getValues('defaultValue') === newValues[index].value) {
+      form.setValue('defaultValue', undefined);
+    }
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZDropdownFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'dropdown',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          {/* Todo: Envelopes This is buggy. */}
+          <FormField
+            control={form.control}
+            name="defaultValue"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Select default option</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select
+                    {...field}
+                    value={field.value ?? '-1'}
+                    onValueChange={(value) => field.onChange(value === '-1' ? undefined : value)}
+                  >
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Default Value`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      {(formValues.values || [])
+                        .filter((item) => item.value)
+                        .map((item, index) => (
+                          <SelectItem key={index} value={item.value || ''}>
+                            {item.value}
+                          </SelectItem>
+                        ))}
+
+                      <SelectItem value={'-1'}>
+                        <Trans>Default Value</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Dropdown values</Trans>
+              </p>
+
+              <button type="button" onClick={addValue}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`dropdown-value-${index}`} className="flex flex-row gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem className="w-full">
+                        <FormControl>
+                          <Input {...field} />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TEmailFieldMeta as EmailFieldMeta,
+  ZEmailFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZEmailFieldFormSchema = ZEmailFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TEmailFieldFormSchema = z.infer<typeof ZEmailFieldFormSchema>;
+
+type EditorFieldEmailFormProps = {
+  value: EmailFieldMeta | undefined;
+  onValueChange: (value: EmailFieldMeta) => void;
+};
+
+export const EditorFieldEmailForm = ({
+  value = {
+    type: 'email',
+  },
+  onValueChange,
+}: EditorFieldEmailFormProps) => {
+  const form = useForm<TEmailFieldFormSchema>({
+    resolver: zodResolver(ZEmailFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZEmailFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'email',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/remix/app/components/forms/editor/editor-field-generic-field-forms.tsx

@@ -0,0 +1,222 @@
+import { useEffect } from 'react';
+
+import { Trans, useLingui } from '@lingui/react/macro';
+import { type Control, useFormContext } from 'react-hook-form';
+
+import { cn } from '@documenso/ui/lib/utils';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+// Can't seem to get the non-any type to work with correct types.
+// Eg Control<{ fontSize?: number } doesn't seem to work when there are required items.
+// eslint-disable-next-line @typescript-eslint/no-explicit-any
+type FormControlType = Control<any>;
+
+export const EditorGenericFontSizeField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="fontSize"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Font Size</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={8}
+              max={96}
+              className="bg-background"
+              placeholder={t`Field font size`}
+              {...field}
+              onChange={(e) => {
+                field.onChange(Number(e.target.value));
+              }}
+            />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericTextAlignField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="textAlign"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Text Align</Trans>
+          </FormLabel>
+          <FormControl>
+            <Select {...field} onValueChange={field.onChange}>
+              <SelectTrigger>
+                <SelectValue placeholder={t`Select text align`} />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="left">
+                  <Trans>Left</Trans>
+                </SelectItem>
+                <SelectItem value="center">
+                  <Trans>Center</Trans>
+                </SelectItem>
+                <SelectItem value="right">
+                  <Trans>Right</Trans>
+                </SelectItem>
+              </SelectContent>
+            </Select>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericRequiredField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { watch, setValue } = useFormContext();
+
+  const readOnly = watch('readOnly');
+
+  useEffect(() => {
+    if (readOnly) {
+      setValue('required', false);
+    }
+  }, [readOnly]);
+
+  return (
+    <FormField
+      control={formControl}
+      name="required"
+      render={({ field }) => (
+        <FormItem className={cn('flex items-center space-x-2', className)}>
+          <FormControl>
+            <div className="flex items-center">
+              <Checkbox
+                id="field-required"
+                checked={field.value}
+                onCheckedChange={field.onChange}
+              />
+
+              <label className="text-muted-foreground ml-2 text-sm" htmlFor="field-required">
+                <Trans>Required Field</Trans>
+              </label>
+            </div>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericReadOnlyField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { watch, setValue } = useFormContext();
+
+  const required = watch('required');
+
+  useEffect(() => {
+    if (required) {
+      setValue('readOnly', false);
+    }
+  }, [required]);
+
+  return (
+    <FormField
+      control={formControl}
+      name="readOnly"
+      render={({ field }) => (
+        <FormItem className={cn('flex items-center space-x-2', className)}>
+          <FormControl>
+            <div className="flex items-center">
+              <Checkbox
+                id="field-read-only"
+                checked={field.value}
+                onCheckedChange={field.onChange}
+              />
+
+              <label className="text-muted-foreground ml-2 text-sm" htmlFor="field-read-only">
+                <Trans>Read Only</Trans>
+              </label>
+            </div>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericLabelField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="label"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Label</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input placeholder={t`Field label`} {...field} />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TInitialsFieldMeta as InitialsFieldMeta,
+  ZInitialsFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZInitialsFieldFormSchema = ZInitialsFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TInitialsFieldFormSchema = z.infer<typeof ZInitialsFieldFormSchema>;
+
+type EditorFieldInitialsFormProps = {
+  value: InitialsFieldMeta | undefined;
+  onValueChange: (value: InitialsFieldMeta) => void;
+};
+
+export const EditorFieldInitialsForm = ({
+  value = {
+    type: 'initials',
+  },
+  onValueChange,
+}: EditorFieldInitialsFormProps) => {
+  const form = useForm<TInitialsFieldFormSchema>({
+    resolver: zodResolver(ZInitialsFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZInitialsFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'initials',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TNameFieldMeta as NameFieldMeta,
+  ZNameFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZNameFieldFormSchema = ZNameFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TNameFieldFormSchema = z.infer<typeof ZNameFieldFormSchema>;
+
+type EditorFieldNameFormProps = {
+  value: NameFieldMeta | undefined;
+  onValueChange: (value: NameFieldMeta) => void;
+};
+
+export const EditorFieldNameForm = ({
+  value = {
+    type: 'name',
+  },
+  onValueChange,
+}: EditorFieldNameFormProps) => {
+  const form = useForm<TNameFieldFormSchema>({
+    resolver: zodResolver(ZNameFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZNameFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'name',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,277 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  type TNumberFieldMeta as NumberFieldMeta,
+  ZNumberFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericLabelField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZNumberFieldFormSchema = ZNumberFieldMeta.pick({
+  label: true,
+  placeholder: true,
+  value: true,
+  numberFormat: true,
+  fontSize: true,
+  textAlign: true,
+  required: true,
+  readOnly: true,
+  minValue: true,
+  maxValue: true,
+})
+  .refine(
+    (data) => {
+      // Minimum value cannot be greater than maximum value
+      if (typeof data.minValue === 'number' && typeof data.maxValue === 'number') {
+        return data.minValue <= data.maxValue;
+      }
+      return true;
+    },
+    {
+      message: 'Minimum value cannot be greater than maximum value',
+      path: ['minValue'],
+    },
+  )
+  .refine(
+    (data) => {
+      // A read-only field must have a value greater than 0
+      if (data.readOnly && data.value !== undefined && data.value !== '') {
+        const numberValue = parseFloat(data.value);
+        return !isNaN(numberValue) && numberValue > 0;
+      }
+      return !data.readOnly || (data.value !== undefined && data.value !== '');
+    },
+    {
+      message: 'A read-only field must have a value greater than 0',
+      path: ['value'],
+    },
+  );
+
+type TNumberFieldFormSchema = z.infer<typeof ZNumberFieldFormSchema>;
+
+type EditorFieldNumberFormProps = {
+  value: NumberFieldMeta | undefined;
+  onValueChange: (value: NumberFieldMeta) => void;
+};
+
+export const EditorFieldNumberForm = ({
+  value = {
+    type: 'number',
+  },
+  onValueChange,
+}: EditorFieldNumberFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TNumberFieldFormSchema>({
+    resolver: zodResolver(ZNumberFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      placeholder: value.placeholder || '',
+      value: value.value || '',
+      numberFormat: value.numberFormat || null,
+      fontSize: value.fontSize || 14,
+      textAlign: value.textAlign || 'left',
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      minValue: value.minValue,
+      maxValue: value.maxValue,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZNumberFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'number',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
+          <EditorGenericLabelField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="placeholder"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Placeholder</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input className="bg-background" placeholder={t`Placeholder`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="value"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Value</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input className="bg-background" placeholder={t`Value`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="numberFormat"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Number format</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select
+                    value={field.value === null ? '-1' : field.value}
+                    onValueChange={(value) => field.onChange(value === '-1' ? null : value)}
+                  >
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Field format`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      {numberFormatValues.map((item, index) => (
+                        <SelectItem key={index} value={item.value}>
+                          {item.label}
+                        </SelectItem>
+                      ))}
+
+                      <SelectItem value={'-1'}>
+                        <Trans>None</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          {/* Validation section */}
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <p className="text-sm font-medium">
+              <Trans>Validation</Trans>
+            </p>
+
+            <div className="flex flex-row gap-x-4">
+              <FormField
+                control={form.control}
+                name="minValue"
+                render={({ field }) => (
+                  <FormItem className="flex-1">
+                    <FormLabel>
+                      <Trans>Min</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        placeholder="E.g. 0"
+                        {...field}
+                        value={field.value ?? ''}
+                        onChange={(e) =>
+                          field.onChange(e.target.value === '' ? null : e.target.value)
+                        }
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <FormField
+                control={form.control}
+                name="maxValue"
+                render={({ field }) => (
+                  <FormItem className="flex-1">
+                    <FormLabel>
+                      <Trans>Max</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        placeholder="E.g. 100"
+                        {...field}
+                        value={field.value ?? ''}
+                        onChange={(e) =>
+                          field.onChange(e.target.value === '' ? null : e.target.value)
+                        }
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,240 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TRadioFieldMeta as RadioFieldMeta,
+  ZRadioFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZRadioFieldFormSchema = ZRadioFieldMeta.pick({
+  label: true,
+  direction: true,
+  values: true,
+  required: true,
+  readOnly: true,
+  fontSize: true,
+}).refine(
+  (data) => {
+    // There cannot be more than one checked option
+    if (data.values) {
+      const checkedValues = data.values.filter((option) => option.checked);
+      return checkedValues.length <= 1;
+    }
+    return true;
+  },
+  {
+    message: 'There cannot be more than one checked option',
+    path: ['values'],
+  },
+);
+
+type TRadioFieldFormSchema = z.infer<typeof ZRadioFieldFormSchema>;
+
+export type EditorFieldRadioFormProps = {
+  value: RadioFieldMeta | undefined;
+  onValueChange: (value: RadioFieldMeta) => void;
+};
+
+export const EditorFieldRadioForm = ({
+  value = {
+    type: 'radio',
+    direction: 'vertical',
+  },
+  onValueChange,
+}: EditorFieldRadioFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TRadioFieldFormSchema>({
+    resolver: zodResolver(ZRadioFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      values: value.values || [{ id: 1, checked: false, value: 'Default value' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      direction: value.direction || 'vertical',
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  const addValue = () => {
+    const currentValues = form.getValues('values') || [];
+    const newId =
+      currentValues.length > 0 ? Math.max(...currentValues.map((val) => val.id)) + 1 : 1;
+
+    const newValues = [...currentValues, { id: newId, checked: false, value: '' }];
+    form.setValue('values', newValues);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZRadioFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'radio',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="direction"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Direction</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select value={field.value} onValueChange={field.onChange}>
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Select direction`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      <SelectItem value="vertical">
+                        <Trans>Vertical</Trans>
+                      </SelectItem>
+                      <SelectItem value="horizontal">
+                        <Trans>Horizontal</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <EditorGenericRequiredField formControl={form.control} />
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Radio values</Trans>
+              </p>
+
+              <button type="button" onClick={addValue}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`radio-value-${index}`} className="flex flex-row items-center gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.checked`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Checkbox
+                            className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                            checked={field.value}
+                            onCheckedChange={(value) => {
+                              // Uncheck all other values.
+                              const currentValues = form.getValues('values') || [];
+
+                              if (value) {
+                                const newValues = currentValues.map((val) => ({
+                                  ...val,
+                                  checked: false,
+                                }));
+
+                                form.setValue('values', newValues);
+                              }
+
+                              field.onChange(value);
+                            }}
+                          />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Input className="w-full" {...field} />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,74 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TSignatureFieldMeta,
+  ZSignatureFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import { EditorGenericFontSizeField } from './editor-field-generic-field-forms';
+
+const ZSignatureFieldFormSchema = ZSignatureFieldMeta.pick({
+  fontSize: true,
+});
+
+type TSignatureFieldFormSchema = z.infer<typeof ZSignatureFieldFormSchema>;
+
+type EditorFieldSignatureFormProps = {
+  value: TSignatureFieldMeta | undefined;
+  onValueChange: (value: TSignatureFieldMeta) => void;
+};
+
+export const EditorFieldSignatureForm = ({
+  value = {
+    type: 'signature',
+  },
+  onValueChange,
+}: EditorFieldSignatureFormProps) => {
+  const form = useForm<TSignatureFieldFormSchema>({
+    resolver: zodResolver(ZSignatureFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZSignatureFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'signature',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <div>
+            <EditorGenericFontSizeField formControl={form.control} />
+            <p className="text-muted-foreground mt-0.5 text-xs">
+              <Trans>The typed signature font size</Trans>
+            </p>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,218 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TTextFieldMeta as TextFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZTextFieldFormSchema = z
+  .object({
+    label: z.string().optional(),
+    placeholder: z.string().optional(),
+    text: z.string().optional(),
+    characterLimit: z.coerce.number().min(0).optional(),
+    fontSize: z.coerce.number().min(8).max(96).optional(),
+    textAlign: z.enum(['left', 'center', 'right']).optional(),
+    required: z.boolean().optional(),
+    readOnly: z.boolean().optional(),
+  })
+  .refine(
+    (data) => {
+      // A read-only field must have text
+      return !data.readOnly || (data.text && data.text.length > 0);
+    },
+    {
+      message: 'A read-only field must have text',
+      path: ['text'],
+    },
+  );
+
+type TTextFieldFormSchema = z.infer<typeof ZTextFieldFormSchema>;
+
+type EditorFieldTextFormProps = {
+  value: TextFieldMeta | undefined;
+  onValueChange: (value: TextFieldMeta) => void;
+};
+
+export const EditorFieldTextForm = ({
+  value = {
+    type: 'text',
+  },
+  onValueChange,
+}: EditorFieldTextFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TTextFieldFormSchema>({
+    resolver: zodResolver(ZTextFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      placeholder: value.placeholder || '',
+      text: value.text || '',
+      characterLimit: value.characterLimit || 0,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZTextFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'text',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
+          <FormField
+            control={form.control}
+            name="label"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Label</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input placeholder={t`Field label`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="placeholder"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Placeholder</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input placeholder={t`Field placeholder`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="text"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Add text</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Textarea
+                    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>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="characterLimit"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Character Limit</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    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 />
+              </FormItem>
+            )}
+          />
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import type { MessageDescriptor } from '@lingui/core';
@@ -70,6 +70,7 @@ export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
   oidcProviderLabel?: string;
   returnTo?: string;
@@ -79,6 +80,7 @@ export const SignInForm = ({
   className,
   initialEmail,
   isGoogleSSOEnabled,
+  isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
   oidcProviderLabel,
   returnTo,
@@ -95,6 +97,8 @@ export const SignInForm = ({
     'totp' | 'backup'
   >('totp');
 
+  const hasSocialAuthEnabled = isGoogleSSOEnabled || isMicrosoftSSOEnabled || isOIDCSSOEnabled;
+
   const [isPasskeyLoading, setIsPasskeyLoading] = useState(false);
 
   const redirectPath = useMemo(() => {
@@ -114,20 +118,11 @@ export const SignInForm = ({
   }, [returnTo]);
 
   const { mutateAsync: createPasskeySigninOptions } =
-    trpc.auth.createPasskeySigninOptions.useMutation();
+    trpc.auth.passkey.createSigninOptions.useMutation();
-
-  const emailFromHash = useMemo(() => {
-    if (typeof window === 'undefined') {
-      return null;
-    }
-    const hash = window.location.hash.slice(1);
-    const params = new URLSearchParams(hash);
-    return params.get('email');
-  }, []);
 
   const form = useForm<TSignInFormSchema>({
     values: {
-      email: emailFromHash ?? initialEmail ?? '',
+      email: initialEmail ?? '',
       password: '',
       totpCode: '',
       backupCode: '',
@@ -280,6 +275,22 @@ export const SignInForm = ({
     }
   };
 
+  const onSignInWithMicrosoftClick = async () => {
+    try {
+      await authClient.microsoft.signIn({
+        redirectPath,
+      });
+    } catch (err) {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to sign you In. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onSignInWithOIDCClick = async () => {
     try {
       await authClient.oidc.signIn({
@@ -296,6 +307,18 @@ export const SignInForm = ({
     }
   };
 
+  useEffect(() => {
+    const hash = window.location.hash.slice(1);
+
+    const params = new URLSearchParams(hash);
+
+    const email = params.get('email');
+
+    if (email) {
+      form.setValue('email', email);
+    }
+  }, [form]);
+
   return (
     <Form {...form}>
       <form
@@ -360,7 +383,7 @@ export const SignInForm = ({
             {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
           </Button>
 
-          {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
+          {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">
@@ -384,6 +407,20 @@ export const SignInForm = ({
             </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"

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

@@ -1,4 +1,4 @@
-import { useMemo } from 'react';
+import { useEffect } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import type { MessageDescriptor } from '@lingui/core';
@@ -66,6 +66,7 @@ export type SignUpFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
 };
 
@@ -73,6 +74,7 @@ export const SignUpForm = ({
   className,
   initialEmail,
   isGoogleSSOEnabled,
+  isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
 }: SignUpFormProps) => {
   const { _ } = useLingui();
@@ -84,19 +86,12 @@ export const SignUpForm = ({
 
   const utmSrc = searchParams.get('utm_source') ?? null;
 
-  const emailFromHash = useMemo(() => {
+  const hasSocialAuthEnabled = isGoogleSSOEnabled || isMicrosoftSSOEnabled || isOIDCSSOEnabled;
-    if (typeof window === 'undefined') {
-      return null;
-    }
-    const hash = window.location.hash.slice(1);
-    const params = new URLSearchParams(hash);
-    return params.get('email');
-  }, []);
 
   const form = useForm<TSignUpFormSchema>({
     values: {
       name: '',
-      email: emailFromHash ?? initialEmail ?? '',
+      email: initialEmail ?? '',
       password: '',
       signature: '',
     },
@@ -157,6 +152,20 @@ export const SignUpForm = ({
     }
   };
 
+  const onSignUpWithMicrosoftClick = async () => {
+    try {
+      await authClient.microsoft.signIn();
+    } catch (err) {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to sign you Up. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onSignUpWithOIDCClick = async () => {
     try {
       await authClient.oidc.signIn();
@@ -171,6 +180,18 @@ export const SignUpForm = ({
     }
   };
 
+  useEffect(() => {
+    const hash = window.location.hash.slice(1);
+
+    const params = new URLSearchParams(hash);
+
+    const email = params.get('email');
+
+    if (email) {
+      form.setValue('email', email);
+    }
+  }, [form]);
+
   return (
     <div className={cn('flex justify-center gap-x-12', className)}>
       <div className="border-border relative hidden flex-1 overflow-hidden rounded-xl border xl:flex">
@@ -224,7 +245,7 @@ export const SignUpForm = ({
             <fieldset
               className={cn(
                 'flex h-[550px] w-full flex-col gap-y-4',
-                (isGoogleSSOEnabled || isOIDCSSOEnabled) && 'h-[650px]',
+                hasSocialAuthEnabled && 'h-[650px]',
               )}
               disabled={isSubmitting}
             >
@@ -299,7 +320,7 @@ export const SignUpForm = ({
                 )}
               />
 
-              {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
+              {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" />
@@ -327,6 +348,26 @@ export const SignUpForm = ({
                 </>
               )}
 
+              {isMicrosoftSSOEnabled && (
+                <>
+                  <Button
+                    type="button"
+                    size="lg"
+                    variant={'outline'}
+                    className="bg-background text-muted-foreground border"
+                    disabled={isSubmitting}
+                    onClick={onSignUpWithMicrosoftClick}
+                  >
+                    <img
+                      className="mr-2 h-4 w-4"
+                      alt="Microsoft Logo"
+                      src={'/static/microsoft.svg'}
+                    />
+                    <Trans>Sign Up with Microsoft</Trans>
+                  </Button>
+                </>
+              )}
+
               {isOIDCSSOEnabled && (
                 <>
                   <Button

apps/remix/app/components/forms/subscription-claim-form.tsx

@@ -39,6 +39,7 @@ export const SubscriptionClaimForm = ({
       name: subscriptionClaim.name,
       teamCount: subscriptionClaim.teamCount,
       memberCount: subscriptionClaim.memberCount,
+      envelopeItemCount: subscriptionClaim.envelopeItemCount,
       flags: subscriptionClaim.flags,
     },
   });
@@ -111,6 +112,30 @@ export const SubscriptionClaimForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="envelopeItemCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Envelope Item Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={1}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
           <div>
             <FormLabel>
               <Trans>Feature Flags</Trans>

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

@@ -13,7 +13,7 @@ import type { z } from 'zod';
 import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
-import { ZCreateTokenMutationSchema } from '@documenso/trpc/server/api-token-router/schema';
+import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -47,7 +47,7 @@ export const EXPIRATION_DATES = {
   ONE_YEAR: msg`12 months`,
 } as const;
 
-const ZCreateTokenFormSchema = ZCreateTokenMutationSchema.pick({
+const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
   tokenName: true,
   expirationDate: true,
 });
@@ -75,7 +75,7 @@ export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
   const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
   const [noExpirationDate, setNoExpirationDate] = useState(false);
 
-  const { mutateAsync: createTokenMutation } = trpc.apiToken.createToken.useMutation({
+  const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
     onSuccess(data) {
       setNewlyCreatedToken(data);
     },

apps/remix/app/components/general/admin-monthly-active-user-charts.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import { DateTime } from 'luxon';
 import type { TooltipProps } from 'recharts';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';

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

@@ -64,7 +64,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   const [pages, setPages] = useState<string[]>([]);
 
   const { data: searchDocumentsData, isPending: isSearchingDocuments } =
-    trpcReact.document.searchDocuments.useQuery(
+    trpcReact.document.search.useQuery(
       {
         query: search,
       },