fix: custom email message for self-signers (#1120)

## Description

Currently if you complete a pending encrypted document, it will prevent
the document from being sealed due to the systems inability to decrypt
it.

This PR disables uploading any documents that cannot be loaded as a
temporary measure.

**Note**
This is a client side only check

## Changes Made

- Disable uploading documents that cannot be parsed
- Refactor putFile to putDocumentFile
- Add a flag as a backup incase something goes wrong

README.md

@@ -82,7 +82,7 @@ Contact us if you are interested in our Enterprise plan for large organizations
 - [NextAuth.js](https://next-auth.js.org/) - Authentication
 - [react-email](https://react.email/) - Email Templates
 - [tRPC](https://trpc.io/) - API
-- [Node SignPDF](https://github.com/vbuch/node-signpdf) - Digital Signature
+- [@documenso/pdf-sign](https://www.npmjs.com/package/@documenso/pdf-sign) - PDF Signatures
 - [React-PDF](https://github.com/wojtekmaj/react-pdf) - Viewing PDFs
 - [PDF-Lib](https://github.com/Hopding/pdf-lib) - PDF manipulation
 - [Stripe](https://stripe.com/) - Payments

SIGNING.md

@@ -17,7 +17,8 @@ For the digital signature of your documents you need a signing certificate in .p
    `openssl pkcs12 -export -out certificate.p12 -inkey private.key -in certificate.crt`
 
 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**)
-5. Place the certificate `/apps/web/resources/certificate.p12`
+
+5. Place the certificate `/apps/web/resources/certificate.p12` (If the path does not exist, it needs to be created)
 
 ## Docker
 

apps/marketing/content/blog/building-documenso-pt1.mdx

@@ -1,6 +1,6 @@
 ---
 title: 'Building Documenso — Part 1: Certificates'
-description: In today's fast-paced world, productivity and efficiency are crucial for success, both in personal and professional endeavors. We all strive to make the most of our time and energy to achieve our goals effectively. However, it's not always easy to stay on track and maintain peak performance. In this blog post, we'll explore 10 valuable tips to help you boost productivity and efficiency in your daily life.
+description: Let's take a look why you need a signing certificate and how Documenso does it.
 authorName: 'Timur Ercan'
 authorImage: '/blog/blog-author-timur.jpeg'
 authorRole: 'Co-Founder'

apps/marketing/content/blog/building-documenso-pt2.mdx

@@ -0,0 +1,117 @@
+---
+title: 'Building Documenso — Part 2: Signature Validity'
+description: Is a signature valid? And what does that mean? It's a surprisingly complex question; let's take a look.
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-04-05
+tags:
+  - Document Signature
+  - Certificates
+  - Signing
+---
+
+<figure>
+  <MdxNextImage
+    src="/blog/eu-validate-1.png"
+    width= "650"
+    height= "650"
+    alt= "A report card for signature validity."
+  />
+
+  <figcaption className="text-center">
+    If a tree does not comply with the EU trust list, does it make a sound when validating?r
+  </figcaption>
+</figure>
+
+> TLDR; Signatures can be valid and compliant for different signature levels, even if some validators show higher-level errors. Not all helpful security measures are mandated by law.
+
+# A valid question
+
+A few days ago, an early adopter brought up this question in our [Discord](https://documen.so/discord):
+
+<figure>
+  <MdxNextImage
+    src="/blog/eu-validate-2.png"
+    width= "650"
+    height= "650"
+    alt= "A report card for signature validity."
+  />
+
+  <figcaption className="text-center">
+    You can check out the validator here: [https://documen.so/eu-validator](https://documen.so/eu-validator)
+  </figcaption>
+</figure>
+
+For those unfamiliar with the tool, he used the validator tool of the EU's Digital Signature Service (DSS) Framework to check the signature of a document signed with Documenso. The EU provides this tool to help users and providers check the validity level of their signatures.
+
+A short refresher from [Building Documenso — Part 1: Certificates](https://documen.so/certs):
+
+> Documenso inserts all visual signatures into the document and then seals it using the "Documenso Inc." corporate certificate. This makes the resulting PDF document tamper-proof and guarantees it hasn't changed since signing.
+
+Before we answer if the document was signed correctly, we need to understand what the goal was.
+
+There are three signature levels in the European eIDAS regulation:
+
+1. **Simple Electronic Signatures (Level 1/ SES):** This is just a visual signature or even a checkbox on a document.
+
+2. **Advanded Electronic Signatures (Level 2/ AES)**: An actual crypographic signature (not just a seal on the whole document, but a specific signature), using a certificate linked to the identification data of the signer.
+
+3. **Qualified Electronic Signatures (Level 3/ QES):** Same as 2. but done by a government-certified entity on certified hardware and after identifying the signer with an official ID document (e.g., passport)
+
+> 💡 Side Note: Number 2 (AES) is how most people imagine digital signatures. But most of the market uses 1. plus a seal on the whole document under the name of the signing provider (e.g., Documenso). The signer's data is only inserted visually, not in the actual signature. Why? One of the reasons is that it's much easier, and without a readily available open source framework to draw from, it is quite tricky to build. This is something we aim to build (which many have done) and open source (which no one has done).
+
+From the perspective of eIDAS, Documenso offers Level 1/ SES signatures since it does not adhere to all of the requirements of Level 2/ AES. This means that, technically, there is no legal need to seal the document to achieve this level of validity (at least within eIDAS). We do it anyway since it improves the level of confidence users can have in the signed document. Sealing the document, even though not legally required, is a great example of Documenso's approach to signatures. First, we aim to provide all legal requirements for a given use case. Then, we add any protection that can be added without unwarranted friction to the creation of the signature.
+
+## Not if valid, but how valid
+
+**Q: So, is the signature in the image valid?**
+
+A: Yes, as an eidas Level 1 SES.
+
+**Q: Then why does it say "Unable to build a certificate chain up to a trusted list"**
+
+A: The certificate we use to seal the document after inserting the signatures is not on the EU Trust list.
+
+**Q: Does that mean it is less secure?**
+
+A: No, it means the provider (Wisekey) is not on a list maintained by the EU. The cryptographic signature is just as strong as any other
+
+For someone who does not deal with this stuff daily, this can be hard to comprehend. Whether you use a certificate you generated yourself, one generated by a certificate authority (CA) like Wisekey, or one by another on the EU trust list (e.g., Bundesdruckerei), the cryptographic security guaranteeing that the document has not been tampered with is always the same. Many providers like Documenso, DocuSign, PandaDoc, and Digisigner all use this method for their regular plans. That means if you were to run a document signed by them through the validator above, the result would be the same[1]. The interesting question is why? Why do it like this?
+
+## Certificate Infrastructure is broken
+
+While there are some actual expenses involved in providing AES and QES, the blunt reality is that it's just good business to charge for them per signature, making it unsuitable for the "standard offerings"; almost no one has the resources to set this up themselves. While this initial process of becoming a QES-certified entity is really expensive, selling the certificates afterward is very lucrative. This leads to less innovation in the space and only big players providing these high-compliance services. Even certificates only used to seal documents without being QES certified are sold for a large range of prices, and they cost almost nothing to produce.
+
+## Why Though?
+
+**Q: Why do people buy a certificate for money and not just generate one themselves? Isn't the cryptographic security the same?**
+
+A: Self-generated certificates are not recognized for higher-level compliance signatures like QES
+
+**Q: So if you don't need higher-level signatures, you could just generate one yourself?**
+
+A: Yes, you could. Since eIDAS Level 1 does not require a cert, you could use your own.
+
+**Q: Why don't more people?**
+
+A: One reason is that apart from the EU trust list, there are others, like the Adobe trust list. While not legally required, being on that one (like Wisekey) gives you a green checkmark in Adobe PDF, which is how most people check signature validity.
+
+**Q: Not a question, but all of this sounds weird**
+
+A: It is. This is one of the reasons why Documenso exists. We plan to make this easier.
+
+**Q: How?**
+
+A: By explaining and providing easy-to-use tools and eventually free, highly compliant signature certificates for everyone.
+
+Eventually, we plan to start a free certificate authority called Let's Sign, named after another instituion that broke the paid certificate paradigm to the benefit of the internet: [Let's Encrypt](https://letsencrypt.org/).
+
+As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments.
+
+Best from Hamburg\
+Timur
+\
+\
+\
+[1] The signature format (e.g. PKCS7-B) will vary. It's the format what the signature inserted into the document looks like. eIDAS itself does not specifically require any given format, but the PAdES defined by the EU is mostly used by european providers.

apps/marketing/next.config.js

@@ -22,7 +22,7 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
 const config = {
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign', 'playwright'],
     serverActions: {
       bodySizeLimit: '50mb',
     },

apps/marketing/src/api/claim-plan/fetcher.ts

@@ -1,4 +1,5 @@
-import { TClaimPlanRequestSchema, ZClaimPlanResponseSchema } from './types';
+import type { TClaimPlanRequestSchema } from './types';
+import { ZClaimPlanResponseSchema } from './types';
 
 export const claimPlan = async ({
   name,

apps/marketing/src/app/(marketing)/layout.tsx

@@ -2,10 +2,8 @@
 
 import React, { useEffect, useState } from 'react';
 
-import Image from 'next/image';
 import { usePathname } from 'next/navigation';
 
-import launchWeekTwoImage from '@documenso/assets/images/background-lw-2.png';
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { cn } from '@documenso/ui/lib/utils';
@@ -48,16 +46,8 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
         })}
       >
         {showProfilesAnnouncementBar && (
-          <div className="relative inline-flex w-full items-center justify-center overflow-hidden px-4 py-2.5">
-            <div className="absolute inset-0 -z-[1]">
-              <Image
-                src={launchWeekTwoImage}
-                className="h-full w-full object-cover"
-                alt="Launch Week 2"
-              />
-            </div>
-
-            <div className="text-background text-center text-sm text-white">
+          <div className="relative inline-flex w-full items-center justify-center overflow-hidden bg-[#e7f3df] px-4 py-2.5">
+            <div className="text-black text-center text-sm font-medium">
               Claim your documenso public profile username now!{' '}
               <span className="hidden font-semibold md:inline">documenso.com/u/yourname</span>
               <div className="mt-1.5 block md:ml-4 md:mt-0 md:inline-block">

apps/marketing/src/app/(marketing)/open/bar-metrics.tsx

@@ -55,6 +55,7 @@ export const BarMetric = <T extends Record<string, Record<keyof T[string], unkno
               cursor={{ fill: 'hsl(var(--primary) / 10%)' }}
             />
             <Bar
+              // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
               dataKey={metricKey as string}
               maxBarSize={60}
               fill="hsl(var(--primary))"

apps/marketing/src/app/(marketing)/open/funding-raised.tsx

@@ -13,6 +13,7 @@ export type FundingRaisedProps = HTMLAttributes<HTMLDivElement> & {
 export const FundingRaised = ({ className, data, ...props }: FundingRaisedProps) => {
   const formattedData = data.map((item) => ({
     amount: Number(item.amount),
+    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     date: formatMonth(item.date as string),
   }));
 

apps/marketing/src/app/(marketing)/open/metric-card.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { cn } from '@documenso/ui/lib/utils';
 

apps/marketing/src/app/(marketing)/open/salary-bands.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { cn } from '@documenso/ui/lib/utils';
 import {

apps/marketing/src/app/(marketing)/oss-friends/container.tsx

@@ -2,13 +2,14 @@
 
 import Link from 'next/link';
 
-import { Variants, motion } from 'framer-motion';
+import type { Variants } from 'framer-motion';
+import { motion } from 'framer-motion';
 
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent, CardTitle } from '@documenso/ui/primitives/card';
 
-import { TOSSFriendsSchema } from './schema';
+import type { TOSSFriendsSchema } from './schema';
 
 const ContainerVariants: Variants = {
   initial: {

apps/marketing/src/app/(marketing)/singleplayer/client.tsx

@@ -8,7 +8,7 @@ import { useRouter } from 'next/navigation';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { base64 } from '@documenso/lib/universal/base64';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { DocumentDataType, Prisma } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -115,7 +115,7 @@ export const SinglePlayerClient = () => {
     }
 
     try {
-      const putFileData = await putFile(uploadedFile.file);
+      const putFileData = await putPdfFile(uploadedFile.file);
 
       const documentToken = await createSinglePlayerDocument({
         documentData: {
@@ -158,6 +158,7 @@ export const SinglePlayerClient = () => {
     expired: null,
     signedAt: null,
     readStatus: 'OPENED',
+    documentDeletedAt: null,
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
     role: 'SIGNER',

apps/marketing/src/app/robots.ts

@@ -1,4 +1,4 @@
-import { MetadataRoute } from 'next';
+import type { MetadataRoute } from 'next';
 
 import { getBaseUrl } from '@documenso/lib/universal/get-base-url';
 

apps/marketing/src/app/sitemap.ts

@@ -1,4 +1,4 @@
-import { MetadataRoute } from 'next';
+import type { MetadataRoute } from 'next';
 
 import { allBlogPosts, allGenericPages } from 'contentlayer/generated';
 

apps/marketing/src/components/(marketing)/footer.tsx

@@ -13,7 +13,7 @@ import LogoImage from '@documenso/assets/logo.png';
 import { cn } from '@documenso/ui/lib/utils';
 import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
 
-import { StatusWidgetContainer } from './status-widget-container';
+// import { StatusWidgetContainer } from './status-widget-container';
 
 export type FooterProps = HTMLAttributes<HTMLDivElement>;
 
@@ -65,9 +65,9 @@ export const Footer = ({ className, ...props }: FooterProps) => {
             ))}
           </div>
 
-          <div className="mt-6">
+          {/* <div className="mt-6">
             <StatusWidgetContainer />
-          </div>
+          </div> */}
         </div>
 
         <div className="grid w-full max-w-sm grid-cols-2 gap-x-4 gap-y-2 md:w-auto md:gap-x-8">

apps/marketing/src/components/(marketing)/hero.tsx

@@ -96,7 +96,7 @@ export const Hero = ({ className, ...props }: HeroProps) => {
           variants={HeroTitleVariants}
           initial="initial"
           animate="animate"
-          className="text-center text-4xl font-bold leading-tight tracking-tight lg:text-[64px]"
+          className="text-center text-4xl font-bold leading-tight tracking-tight md:text-[48px] lg:text-[64px]"
         >
           Document signing,
           <span className="block" /> finally open source.

apps/marketing/src/components/(marketing)/open-build-template-bento.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import Image from 'next/image';
 

apps/marketing/src/components/(marketing)/status-widget-container.tsx

@@ -6,7 +6,7 @@ import { StatusWidget } from './status-widget';
 export function StatusWidgetContainer() {
   return (
     <Suspense fallback={<StatusWidgetFallback />}>
-      <StatusWidget />
+      <StatusWidget slug="documenso-status" />
     </Suspense>
   );
 }

apps/marketing/src/components/(marketing)/status-widget.tsx

@@ -1,7 +1,6 @@
-import { use, useMemo } from 'react';
+import { memo, use } from 'react';
 
-import type { Status } from '@openstatus/react';
-import { getStatus } from '@openstatus/react';
+import { type Status, getStatus } from '@openstatus/react';
 
 import { cn } from '@documenso/ui/lib/utils';
 
@@ -45,9 +44,8 @@ const getStatusLevel = (level: Status) => {
   }[level];
 };
 
-export function StatusWidget() {
-  const getStatusMemoized = useMemo(async () => getStatus('documenso-status'), []);
-  const { status } = use(getStatusMemoized);
+export const StatusWidget = memo(function StatusWidget({ slug }: { slug: string }) {
+  const { status } = use(getStatus(slug));
   const level = getStatusLevel(status);
 
   return (
@@ -72,4 +70,4 @@ export function StatusWidget() {
       </span>
     </a>
   );
-}
+});

apps/marketing/src/components/(marketing)/widget.tsx

@@ -346,7 +346,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                   {signatureText && (
                     <p
                       className={cn(
-                        'text-foreground text-4xl font-semibold [font-family:var(--font-caveat)]',
+                        'text-foreground truncate text-4xl font-semibold [font-family:var(--font-caveat)]',
                       )}
                     >
                       {signatureText}
@@ -360,7 +360,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                 >
                   <Input
                     id="signatureText"
-                    className="text-foreground placeholder:text-muted-foreground border-none p-0 text-sm focus-visible:ring-0"
+                    className="text-foreground placeholder:text-muted-foreground truncate border-none p-0 text-sm focus-visible:ring-0"
                     placeholder="Draw or type name here"
                     disabled={isSubmitting}
                     {...register('signatureText', {

apps/marketing/src/components/form/form-error-message.tsx

@@ -1,5 +1,5 @@
 import { AnimatePresence, motion } from 'framer-motion';
-import { FieldError } from 'react-hook-form';
+import type { FieldError } from 'react-hook-form';
 
 import { cn } from '@documenso/ui/lib/utils';
 

apps/marketing/src/components/ui/background.tsx

@@ -1,4 +1,4 @@
-import { SVGAttributes } from 'react';
+import type { SVGAttributes } from 'react';
 
 export type BackgroundProps = Omit<SVGAttributes<SVGElement>, 'viewBox'>;
 

apps/marketing/src/providers/next-theme.tsx

@@ -3,7 +3,7 @@
 import * as React from 'react';
 
 import { ThemeProvider as NextThemesProvider } from 'next-themes';
-import { ThemeProviderProps } from 'next-themes/dist/types';
+import type { ThemeProviderProps } from 'next-themes/dist/types';
 
 export function ThemeProvider({ children, ...props }: ThemeProviderProps) {
   return <NextThemesProvider {...props}>{children}</NextThemesProvider>;

apps/web/next.config.js

@@ -23,7 +23,7 @@ const config = {
   output: process.env.DOCKER_OUTPUT ? 'standalone' : undefined,
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign', 'playwright'],
     serverActions: {
       bodySizeLimit: '50mb',
     },

apps/web/src/app/(dashboard)/documents/[id]/document-page-view-dropdown.tsx

@@ -4,13 +4,22 @@ import { useState } from 'react';
 
 import Link from 'next/link';
 
-import { Copy, Download, Edit, Loader, MoreHorizontal, Share, Trash2 } from 'lucide-react';
+import {
+  Copy,
+  Download,
+  Edit,
+  Loader,
+  MoreHorizontal,
+  ScrollTextIcon,
+  Share,
+  Trash2,
+} from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { DocumentStatus } from '@documenso/prisma/client';
-import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
+import type { Document, Recipient, Team, TeamEmail, User } from '@documenso/prisma/client';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
@@ -32,7 +41,7 @@ export type DocumentPageViewDropdownProps = {
     Recipient: Recipient[];
     team: Pick<Team, 'id' | 'url'> | null;
   };
-  team?: Pick<Team, 'id' | 'url'>;
+  team?: Pick<Team, 'id' | 'url'> & { teamEmail: TeamEmail | null };
 };
 
 export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDropdownProps) => {
@@ -50,9 +59,10 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
 
   const isOwner = document.User.id === session.user.id;
   const isDraft = document.status === DocumentStatus.DRAFT;
+  const isDeleted = document.deletedAt !== null;
   const isComplete = document.status === DocumentStatus.COMPLETED;
-  const isDocumentDeletable = isOwner;
   const isCurrentTeamDocument = team && document.team?.url === team.url;
+  const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team?.url);
 
@@ -106,12 +116,22 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuItem asChild>
+          <Link href={`${documentsPath}/${document.id}/logs`}>
+            <ScrollTextIcon className="mr-2 h-4 w-4" />
+            Audit Log
+          </Link>
+        </DropdownMenuItem>
+
         <DropdownMenuItem onClick={() => setDuplicateDialogOpen(true)}>
           <Copy className="mr-2 h-4 w-4" />
           Duplicate
         </DropdownMenuItem>
 
-        <DropdownMenuItem onClick={() => setDeleteDialogOpen(true)} disabled={!isDocumentDeletable}>
+        <DropdownMenuItem
+          onClick={() => setDeleteDialogOpen(true)}
+          disabled={Boolean(!canManageDocument && team?.teamEmail) || isDeleted}
+        >
           <Trash2 className="mr-2 h-4 w-4" />
           Delete
         </DropdownMenuItem>
@@ -138,15 +158,15 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
         />
       </DropdownMenuContent>
 
-      {isDocumentDeletable && (
-        <DeleteDocumentDialog
-          id={document.id}
-          status={document.status}
-          documentTitle={document.title}
-          open={isDeleteDialogOpen}
-          onOpenChange={setDeleteDialogOpen}
-        />
-      )}
+      <DeleteDocumentDialog
+        id={document.id}
+        status={document.status}
+        documentTitle={document.title}
+        open={isDeleteDialogOpen}
+        canManageDocument={canManageDocument}
+        onOpenChange={setDeleteDialogOpen}
+      />
+
       {isDuplicateDialogOpen && (
         <DuplicateDocumentDialog
           id={document.id}

apps/web/src/app/(dashboard)/documents/[id]/document-page-view.tsx

@@ -8,17 +8,20 @@ import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
+import { getCompletedFieldsForDocument } from '@documenso/lib/server-only/field/get-completed-fields-for-document';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { DocumentStatus } from '@documenso/prisma/client';
-import type { Team } from '@documenso/prisma/client';
+import type { Team, TeamEmail } from '@documenso/prisma/client';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
 import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
 import { DocumentHistorySheet } from '~/components/document/document-history-sheet';
+import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import {
   DocumentStatus as DocumentStatusComponent,
   FRIENDLY_STATUS_MAP,
@@ -34,7 +37,7 @@ export type DocumentPageViewProps = {
   params: {
     id: string;
   };
-  team?: Team;
+  team?: Team & { teamEmail: TeamEmail | null };
 };
 
 export const DocumentPageView = async ({ params, team }: DocumentPageViewProps) => {
@@ -83,11 +86,16 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
     documentMeta.password = securePassword;
   }
 
-  const recipients = await getRecipientsForDocument({
-    documentId,
-    teamId: team?.id,
-    userId: user.id,
-  });
+  const [recipients, completedFields] = await Promise.all([
+    getRecipientsForDocument({
+      documentId,
+      teamId: team?.id,
+      userId: user.id,
+    }),
+    getCompletedFieldsForDocument({
+      documentId,
+    }),
+  ]);
 
   const documentWithRecipients = {
     ...document,
@@ -118,11 +126,17 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
               <div className="text-muted-foreground flex items-center">
                 <Users2 className="mr-2 h-5 w-5" />
 
-                <StackAvatarsWithTooltip recipients={recipients} position="bottom">
+                <StackAvatarsWithTooltip
+                  recipients={recipients}
+                  documentStatus={document.status}
+                  position="bottom"
+                >
                   <span>{recipients.length} Recipient(s)</span>
                 </StackAvatarsWithTooltip>
               </div>
             )}
+
+            {document.deletedAt && <Badge variant="destructive">Document deleted</Badge>}
           </div>
         </div>
 
@@ -148,6 +162,13 @@ export const DocumentPageView = async ({ params, team }: DocumentPageViewProps)
           </CardContent>
         </Card>
 
+        {document.status === DocumentStatus.PENDING && (
+          <DocumentReadOnlyFields
+            fields={completedFields}
+            documentMeta={document.documentMeta || undefined}
+          />
+        )}
+
         <div className="col-span-12 lg:col-span-6 xl:col-span-5">
           <div className="space-y-6">
             <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">

apps/web/src/app/(dashboard)/documents/[id]/edit/document-edit-page-view.tsx

@@ -92,7 +92,11 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
           <div className="text-muted-foreground flex items-center">
             <Users2 className="mr-2 h-5 w-5" />
 
-            <StackAvatarsWithTooltip recipients={recipients} position="bottom">
+            <StackAvatarsWithTooltip
+              recipients={recipients}
+              documentStatus={document.status}
+              position="bottom"
+            >
               <span>{recipients.length} Recipient(s)</span>
             </StackAvatarsWithTooltip>
           </div>
@@ -100,7 +104,7 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
       </div>
 
       <EditDocumentForm
-        className="mt-8"
+        className="mt-6"
         initialDocument={document}
         documentRootPath={documentRootPath}
         isDocumentEnterprise={isDocumentEnterprise}

apps/web/src/app/(dashboard)/documents/[id]/loading.tsx

@@ -2,6 +2,8 @@ import Link from 'next/link';
 
 import { ChevronLeft, Loader } from 'lucide-react';
 
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+
 export default function Loading() {
   return (
     <div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
@@ -13,7 +15,12 @@ export default function Loading() {
       <h1 className="mt-4 grow-0 truncate text-2xl font-semibold md:text-3xl">
         Loading Document...
       </h1>
-      <div className="mt-8 grid h-[80vh] max-h-[60rem] w-full grid-cols-12 gap-x-8">
+
+      <div className="flex h-10 items-center">
+        <Skeleton className="my-6 h-4 w-24 rounded-2xl" />
+      </div>
+
+      <div className="mt-4 grid h-[80vh] max-h-[60rem] w-full grid-cols-12 gap-x-8">
         <div className="dark:bg-background border-border col-span-12 rounded-xl border-2 bg-white/50 p-2 before:rounded-xl lg:col-span-6 xl:col-span-7">
           <div className="flex h-[80vh] max-h-[60rem] flex-col items-center justify-center">
             <Loader className="text-documenso h-12 w-12 animate-spin" />

apps/web/src/app/(dashboard)/documents/[id]/logs/document-logs-page-view.tsx

@@ -1,19 +1,25 @@
 import Link from 'next/link';
 import { redirect } from 'next/navigation';
 
-import { ChevronLeft, DownloadIcon } from 'lucide-react';
+import { ChevronLeft } from 'lucide-react';
+import { DateTime } from 'luxon';
 
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getLocale } from '@documenso/lib/server-only/headers/get-locale';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import type { Recipient, Team } from '@documenso/prisma/client';
-import { Button } from '@documenso/ui/primitives/button';
 import { Card } from '@documenso/ui/primitives/card';
 
-import { FRIENDLY_STATUS_MAP } from '~/components/formatter/document-status';
+import {
+  DocumentStatus as DocumentStatusComponent,
+  FRIENDLY_STATUS_MAP,
+} from '~/components/formatter/document-status';
 
 import { DocumentLogsDataTable } from './document-logs-data-table';
+import { DownloadAuditLogButton } from './download-audit-log-button';
+import { DownloadCertificateButton } from './download-certificate-button';
 
 export type DocumentLogsPageViewProps = {
   params: {
@@ -23,6 +29,8 @@ export type DocumentLogsPageViewProps = {
 };
 
 export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageViewProps) => {
+  const locale = getLocale();
+
   const { id } = params;
 
   const documentId = Number(id);
@@ -67,15 +75,21 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
     },
     {
       description: 'Created by',
-      value: document.User.name ?? document.User.email,
+      value: document.User.name
+        ? `${document.User.name} (${document.User.email})`
+        : document.User.email,
     },
     {
       description: 'Date created',
-      value: document.createdAt.toISOString(),
+      value: DateTime.fromJSDate(document.createdAt)
+        .setLocale(locale)
+        .toLocaleString(DateTime.DATETIME_MED_WITH_SECONDS),
     },
     {
       description: 'Last updated',
-      value: document.updatedAt.toISOString(),
+      value: DateTime.fromJSDate(document.updatedAt)
+        .setLocale(locale)
+        .toLocaleString(DateTime.DATETIME_MED_WITH_SECONDS),
     },
     {
       description: 'Time zone',
@@ -90,7 +104,7 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
       text = `${recipient.name} (${recipient.email})`;
     }
 
-    return `${text} - ${recipient.role}`;
+    return `[${recipient.role}] ${text}`;
   };
 
   return (
@@ -104,20 +118,28 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
       </Link>
 
       <div className="flex flex-col justify-between sm:flex-row">
-        <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {document.title}
-        </h1>
+        <div>
+          <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+            {document.title}
+          </h1>
+
+          <div className="mt-2.5 flex items-center gap-x-6">
+            <DocumentStatusComponent
+              inheritColor
+              status={document.status}
+              className="text-muted-foreground"
+            />
+          </div>
+        </div>
 
         <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
-          <Button variant="outline" className="mr-2 w-full sm:w-auto">
-            <DownloadIcon className="mr-1.5 h-4 w-4" />
-            Download certificate
-          </Button>
+          <DownloadCertificateButton
+            className="mr-2"
+            documentId={document.id}
+            documentStatus={document.status}
+          />
 
-          <Button className="w-full sm:w-auto">
-            <DownloadIcon className="mr-1.5 h-4 w-4" />
-            Download PDF
-          </Button>
+          <DownloadAuditLogButton documentId={document.id} />
         </div>
       </div>
 

apps/web/src/app/(dashboard)/documents/[id]/logs/download-audit-log-button.tsx

@@ -0,0 +1,74 @@
+'use client';
+
+import { DownloadIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DownloadAuditLogButtonProps = {
+  className?: string;
+  documentId: number;
+};
+
+export const DownloadAuditLogButton = ({ className, documentId }: DownloadAuditLogButtonProps) => {
+  const { toast } = useToast();
+
+  const { mutateAsync: downloadAuditLogs, isLoading } =
+    trpc.document.downloadAuditLogs.useMutation();
+
+  const onDownloadAuditLogsClick = async () => {
+    try {
+      const { url } = await downloadAuditLogs({ documentId });
+
+      const iframe = Object.assign(document.createElement('iframe'), {
+        src: url,
+      });
+
+      Object.assign(iframe.style, {
+        position: 'fixed',
+        top: '0',
+        left: '0',
+        width: '0',
+        height: '0',
+      });
+
+      const onLoaded = () => {
+        if (iframe.contentDocument?.readyState === 'complete') {
+          iframe.contentWindow?.print();
+
+          iframe.contentWindow?.addEventListener('afterprint', () => {
+            document.body.removeChild(iframe);
+          });
+        }
+      };
+
+      // When the iframe has loaded, print the iframe and remove it from the dom
+      iframe.addEventListener('load', onLoaded);
+
+      document.body.appendChild(iframe);
+
+      onLoaded();
+    } catch (error) {
+      console.error(error);
+
+      toast({
+        title: 'Something went wrong',
+        description: 'Sorry, we were unable to download the audit logs. Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Button
+      className={cn('w-full sm:w-auto', className)}
+      loading={isLoading}
+      onClick={() => void onDownloadAuditLogsClick()}
+    >
+      {!isLoading && <DownloadIcon className="mr-1.5 h-4 w-4" />}
+      Download Audit Logs
+    </Button>
+  );
+};

apps/web/src/app/(dashboard)/documents/[id]/logs/download-certificate-button.tsx

@@ -0,0 +1,82 @@
+'use client';
+
+import { DownloadIcon } from 'lucide-react';
+
+import { DocumentStatus } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DownloadCertificateButtonProps = {
+  className?: string;
+  documentId: number;
+  documentStatus: DocumentStatus;
+};
+
+export const DownloadCertificateButton = ({
+  className,
+  documentId,
+  documentStatus,
+}: DownloadCertificateButtonProps) => {
+  const { toast } = useToast();
+
+  const { mutateAsync: downloadCertificate, isLoading } =
+    trpc.document.downloadCertificate.useMutation();
+
+  const onDownloadCertificatesClick = async () => {
+    try {
+      const { url } = await downloadCertificate({ documentId });
+
+      const iframe = Object.assign(document.createElement('iframe'), {
+        src: url,
+      });
+
+      Object.assign(iframe.style, {
+        position: 'fixed',
+        top: '0',
+        left: '0',
+        width: '0',
+        height: '0',
+      });
+
+      const onLoaded = () => {
+        if (iframe.contentDocument?.readyState === 'complete') {
+          iframe.contentWindow?.print();
+
+          iframe.contentWindow?.addEventListener('afterprint', () => {
+            document.body.removeChild(iframe);
+          });
+        }
+      };
+
+      // When the iframe has loaded, print the iframe and remove it from the dom
+      iframe.addEventListener('load', onLoaded);
+
+      document.body.appendChild(iframe);
+
+      onLoaded();
+    } catch (error) {
+      console.error(error);
+
+      toast({
+        title: 'Something went wrong',
+        description: 'Sorry, we were unable to download the certificate. Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Button
+      className={cn('w-full sm:w-auto', className)}
+      loading={isLoading}
+      variant="outline"
+      disabled={documentStatus !== DocumentStatus.COMPLETED}
+      onClick={() => void onDownloadCertificatesClick()}
+    >
+      {!isLoading && <DownloadIcon className="mr-1.5 h-4 w-4" />}
+      Download Certificate
+    </Button>
+  );
+};

apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx

@@ -15,7 +15,6 @@ import {
   Pencil,
   Share,
   Trash2,
-  XCircle,
 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
@@ -45,7 +44,7 @@ export type DataTableActionDropdownProps = {
     Recipient: Recipient[];
     team: Pick<Team, 'id' | 'url'> | null;
   };
-  team?: Pick<Team, 'id' | 'url'>;
+  team?: Pick<Team, 'id' | 'url'> & { teamEmail?: string };
 };
 
 export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownProps) => {
@@ -67,8 +66,8 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
   // const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
-  const isDocumentDeletable = isOwner;
   const isCurrentTeamDocument = team && row.team?.url === team.url;
+  const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team?.url);
 
@@ -107,14 +106,14 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
 
   return (
     <DropdownMenu>
-      <DropdownMenuTrigger>
+      <DropdownMenuTrigger data-testid="document-table-action-btn">
         <MoreHorizontal className="text-muted-foreground h-5 w-5" />
       </DropdownMenuTrigger>
 
       <DropdownMenuContent className="w-52" align="start" forceMount>
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
-        {recipient && recipient?.role !== RecipientRole.CC && (
+        {!isDraft && recipient && recipient?.role !== RecipientRole.CC && (
           <DropdownMenuItem disabled={!recipient || isComplete} asChild>
             <Link href={`/sign/${recipient?.token}`}>
               {recipient?.role === RecipientRole.VIEWER && (
@@ -141,7 +140,7 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
           </DropdownMenuItem>
         )}
 
-        <DropdownMenuItem disabled={(!isOwner && !isCurrentTeamDocument) || isComplete} asChild>
+        <DropdownMenuItem disabled={!canManageDocument || isComplete} asChild>
           <Link href={`${documentsPath}/${row.id}/edit`}>
             <Edit className="mr-2 h-4 w-4" />
             Edit
@@ -158,14 +157,18 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
           Duplicate
         </DropdownMenuItem>
 
-        <DropdownMenuItem disabled>
+        {/* No point displaying this if there's no functionality. */}
+        {/* <DropdownMenuItem disabled>
           <XCircle className="mr-2 h-4 w-4" />
           Void
-        </DropdownMenuItem>
+        </DropdownMenuItem> */}
 
-        <DropdownMenuItem onClick={() => setDeleteDialogOpen(true)} disabled={!isDocumentDeletable}>
+        <DropdownMenuItem
+          onClick={() => setDeleteDialogOpen(true)}
+          disabled={Boolean(!canManageDocument && team?.teamEmail)}
+        >
           <Trash2 className="mr-2 h-4 w-4" />
-          Delete
+          {canManageDocument ? 'Delete' : 'Hide'}
         </DropdownMenuItem>
 
         <DropdownMenuLabel>Share</DropdownMenuLabel>
@@ -186,16 +189,16 @@ export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownPr
         />
       </DropdownMenuContent>
 
-      {isDocumentDeletable && (
-        <DeleteDocumentDialog
-          id={row.id}
-          status={row.status}
-          documentTitle={row.title}
-          open={isDeleteDialogOpen}
-          onOpenChange={setDeleteDialogOpen}
-          teamId={team?.id}
-        />
-      )}
+      <DeleteDocumentDialog
+        id={row.id}
+        status={row.status}
+        documentTitle={row.title}
+        open={isDeleteDialogOpen}
+        onOpenChange={setDeleteDialogOpen}
+        teamId={team?.id}
+        canManageDocument={canManageDocument}
+      />
+
       {isDuplicateDialogOpen && (
         <DuplicateDocumentDialog
           id={row.id}

apps/web/src/app/(dashboard)/documents/data-table.tsx

@@ -29,7 +29,7 @@ export type DocumentsDataTableProps = {
     }
   >;
   showSenderColumn?: boolean;
-  team?: Pick<Team, 'id' | 'url'>;
+  team?: Pick<Team, 'id' | 'url'> & { teamEmail?: string };
 };
 
 export const DocumentsDataTable = ({
@@ -76,7 +76,12 @@ export const DocumentsDataTable = ({
           {
             header: 'Recipient',
             accessorKey: 'recipient',
-            cell: ({ row }) => <StackAvatarsWithTooltip recipients={row.original.Recipient} />,
+            cell: ({ row }) => (
+              <StackAvatarsWithTooltip
+                recipients={row.original.Recipient}
+                documentStatus={row.original.status}
+              />
+            ),
           },
           {
             header: 'Status',

apps/web/src/app/(dashboard)/documents/delete-document-dialog.tsx

@@ -2,8 +2,11 @@ import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
+import { match } from 'ts-pattern';
+
 import { DocumentStatus } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -23,6 +26,7 @@ type DeleteDocumentDialogProps = {
   status: DocumentStatus;
   documentTitle: string;
   teamId?: number;
+  canManageDocument: boolean;
 };
 
 export const DeleteDocumentDialog = ({
@@ -32,6 +36,7 @@ export const DeleteDocumentDialog = ({
   status,
   documentTitle,
   teamId,
+  canManageDocument,
 }: DeleteDocumentDialogProps) => {
   const router = useRouter();
 
@@ -83,47 +88,82 @@ export const DeleteDocumentDialog = ({
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>Are you sure you want to delete "{documentTitle}"?</DialogTitle>
+          <DialogTitle>Are you sure?</DialogTitle>
 
           <DialogDescription>
-            Please note that this action is irreversible. Once confirmed, your document will be
-            permanently deleted.
+            You are about to {canManageDocument ? 'delete' : 'hide'}{' '}
+            <strong>"{documentTitle}"</strong>
           </DialogDescription>
         </DialogHeader>
 
-        {status !== DocumentStatus.DRAFT && (
-          <div className="mt-4">
-            <Input
-              type="text"
-              value={inputValue}
-              onChange={onInputChange}
-              placeholder="Type 'delete' to confirm"
-            />
-          </div>
+        {canManageDocument ? (
+          <Alert variant="warning" className="-mt-1">
+            {match(status)
+              .with(DocumentStatus.DRAFT, () => (
+                <AlertDescription>
+                  Please note that this action is <strong>irreversible</strong>. Once confirmed,
+                  this document will be permanently deleted.
+                </AlertDescription>
+              ))
+              .with(DocumentStatus.PENDING, () => (
+                <AlertDescription>
+                  <p>
+                    Please note that this action is <strong>irreversible</strong>.
+                  </p>
+
+                  <p className="mt-1">Once confirmed, the following will occur:</p>
+
+                  <ul className="mt-0.5 list-inside list-disc">
+                    <li>Document will be permanently deleted</li>
+                    <li>Document signing process will be cancelled</li>
+                    <li>All inserted signatures will be voided</li>
+                    <li>All recipients will be notified</li>
+                  </ul>
+                </AlertDescription>
+              ))
+              .with(DocumentStatus.COMPLETED, () => (
+                <AlertDescription>
+                  <p>By deleting this document, the following will occur:</p>
+
+                  <ul className="mt-0.5 list-inside list-disc">
+                    <li>The document will be hidden from your account</li>
+                    <li>Recipients will still retain their copy of the document</li>
+                  </ul>
+                </AlertDescription>
+              ))
+              .exhaustive()}
+          </Alert>
+        ) : (
+          <Alert variant="warning" className="-mt-1">
+            <AlertDescription>
+              Please contact support if you would like to revert this action.
+            </AlertDescription>
+          </Alert>
+        )}
+
+        {status !== DocumentStatus.DRAFT && canManageDocument && (
+          <Input
+            type="text"
+            value={inputValue}
+            onChange={onInputChange}
+            placeholder="Type 'delete' to confirm"
+          />
         )}
 
         <DialogFooter>
-          <div className="flex w-full flex-1 flex-nowrap gap-4">
-            <Button
-              type="button"
-              variant="secondary"
-              onClick={() => onOpenChange(false)}
-              className="flex-1"
-            >
-              Cancel
-            </Button>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
 
-            <Button
-              type="button"
-              loading={isLoading}
-              onClick={onDelete}
-              disabled={!isDeleteEnabled}
-              variant="destructive"
-              className="flex-1"
-            >
-              Delete
-            </Button>
-          </div>
+          <Button
+            type="button"
+            loading={isLoading}
+            onClick={onDelete}
+            disabled={!isDeleteEnabled && canManageDocument}
+            variant="destructive"
+          >
+            {canManageDocument ? 'Delete' : 'Hide'}
+          </Button>
         </DialogFooter>
       </DialogContent>
     </Dialog>

apps/web/src/app/(dashboard)/documents/documents-page-view.tsx

@@ -41,7 +41,9 @@ export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPa
   const page = Number(searchParams.page) || 1;
   const perPage = Number(searchParams.perPage) || 20;
   const senderIds = parseToIntegerArray(searchParams.senderIds ?? '');
-  const currentTeam = team ? { id: team.id, url: team.url } : undefined;
+  const currentTeam = team
+    ? { id: team.id, url: team.url, teamEmail: team.teamEmail?.email }
+    : undefined;
 
   const getStatOptions: GetStatsInput = {
     user,

apps/web/src/app/(dashboard)/documents/empty-state.tsx

@@ -37,7 +37,10 @@ export const EmptyDocumentState = ({ status }: EmptyDocumentProps) => {
     }));
 
   return (
-    <div className="text-muted-foreground/60 flex h-60 flex-col items-center justify-center gap-y-4">
+    <div
+      className="text-muted-foreground/60 flex h-60 flex-col items-center justify-center gap-y-4"
+      data-testid="empty-document-state"
+    >
       <Icon className="h-12 w-12" strokeWidth={1.5} />
 
       <div className="text-center">

apps/web/src/app/(dashboard)/documents/upload-document.tsx

@@ -10,8 +10,9 @@ import { useSession } from 'next-auth/react';
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
@@ -57,7 +58,7 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
     try {
       setIsLoading(true);
 
-      const { type, data } = await putFile(file);
+      const { type, data } = await putPdfFile(file);
 
       const { id: documentDataId } = await createDocumentData({
         type,
@@ -83,13 +84,21 @@ export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
       });
 
       router.push(`${formatDocumentsPath(team?.url)}/${id}/edit`);
-    } catch (error) {
-      console.error(error);
+    } catch (err) {
+      const error = AppError.parseError(err);
 
-      if (error instanceof TRPCClientError) {
+      console.error(err);
+
+      if (error.code === 'INVALID_DOCUMENT_FILE') {
+        toast({
+          title: 'Invalid file',
+          description: 'You cannot upload encrypted PDFs',
+          variant: 'destructive',
+        });
+      } else if (err instanceof TRPCClientError) {
         toast({
           title: 'Error',
-          description: error.message,
+          description: err.message,
           variant: 'destructive',
         });
       } else {

apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx

@@ -12,13 +12,16 @@ import * as z from 'zod';
 
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { base64 } from '@documenso/lib/universal/base64';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   Dialog,
+  DialogClose,
   DialogContent,
+  DialogDescription,
+  DialogFooter,
   DialogHeader,
   DialogTitle,
   DialogTrigger,
@@ -34,7 +37,6 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ZCreateTemplateFormSchema = z.object({
@@ -61,8 +63,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
     resolver: zodResolver(ZCreateTemplateFormSchema),
   });
 
-  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
-    trpc.template.createTemplate.useMutation();
+  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
 
   const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
   const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
@@ -97,7 +98,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
     const file: File = uploadedFile.file;
 
     try {
-      const { type, data } = await putFile(file);
+      const { type, data } = await putPdfFile(file);
 
       const { id: templateDocumentDataId } = await createDocumentData({
         type,
@@ -140,6 +141,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
   useEffect(() => {
     if (!showNewTemplateDialog) {
       form.reset();
+      setUploadedFile(null);
     }
   }, [form, showNewTemplateDialog]);
 
@@ -154,20 +156,23 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       <DialogContent className="w-full max-w-xl">
         <DialogHeader>
-          <DialogTitle className="mb-4">New Template</DialogTitle>
+          <DialogTitle>New Template</DialogTitle>
+          <DialogDescription>
+            Templates allow you to quickly generate documents with pre-filled recipients and fields.
+          </DialogDescription>
         </DialogHeader>
 
-        <div>
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)}>
+            <fieldset disabled={form.formState.isSubmitting} className="flex flex-col gap-y-4">
               <FormField
                 control={form.control}
                 name="name"
                 render={({ field }) => (
                   <FormItem>
-                    <FormLabel>Name your template</FormLabel>
+                    <FormLabel>Template name</FormLabel>
                     <FormControl>
-                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                      <Input {...field} />
                     </FormControl>
                     <FormDescription>
                       <span className="text-muted-foreground text-xs">
@@ -180,55 +185,57 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
                 )}
               />
 
-              <div>
-                <Label htmlFor="template">Upload a Document</Label>
+              <div className="mt-1.5">
+                {uploadedFile ? (
+                  <Card gradient className="h-[40vh]">
+                    <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                      <button
+                        onClick={() => resetForm()}
+                        title="Remove Template"
+                        className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                      >
+                        <X className="h-6 w-6" />
+                        <span className="sr-only">Remove Template</span>
+                      </button>
 
-                <div className="my-3">
-                  {uploadedFile ? (
-                    <Card gradient className="h-[40vh]">
-                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
-                        <button
-                          onClick={() => resetForm()}
-                          title="Remove Template"
-                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
-                        >
-                          <X className="h-6 w-6" />
-                          <span className="sr-only">Remove Template</span>
-                        </button>
+                      <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                      </div>
 
-                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                        </div>
+                      <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                        Uploaded Document
+                      </p>
 
-                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
-                          Uploaded Document
-                        </p>
-
-                        <span className="text-muted-foreground/80 mt-1 text-sm">
-                          {uploadedFile.file.name}
-                        </span>
-                      </CardContent>
-                    </Card>
-                  ) : (
-                    <DocumentDropzone
-                      className="mt-1.5 h-[40vh]"
-                      onDrop={onFileDrop}
-                      type="template"
-                    />
-                  )}
-                </div>
+                      <span className="text-muted-foreground/80 mt-1 text-sm">
+                        {uploadedFile.file.name}
+                      </span>
+                    </CardContent>
+                  </Card>
+                ) : (
+                  <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
+                )}
               </div>
 
-              <div className="flex w-full justify-end">
-                <Button loading={isCreatingTemplate} type="submit">
-                  Create Template
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
+                    Cancel
+                  </Button>
+                </DialogClose>
+
+                <Button
+                  loading={form.formState.isSubmitting}
+                  disabled={!uploadedFile}
+                  type="submit"
+                >
+                  Create template
                 </Button>
-              </div>
-            </form>
-          </Form>
-        </div>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
       </DialogContent>
     </Dialog>
   );

apps/web/src/app/(internal)/%5F%5Fhtmltopdf/audit-log/data-table.tsx

@@ -0,0 +1,89 @@
+'use client';
+
+import { DateTime } from 'luxon';
+import type { DateTimeFormatOptions } from 'luxon';
+import { UAParser } from 'ua-parser-js';
+
+import type { TDocumentAuditLog } from '@documenso/lib/types/document-audit-logs';
+import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@documenso/ui/primitives/table';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+export type AuditLogDataTableProps = {
+  logs: TDocumentAuditLog[];
+};
+
+const dateFormat: DateTimeFormatOptions = {
+  ...DateTime.DATETIME_SHORT,
+  hourCycle: 'h12',
+};
+
+export const AuditLogDataTable = ({ logs }: AuditLogDataTableProps) => {
+  const parser = new UAParser();
+
+  const uppercaseFistLetter = (text: string) => {
+    return text.charAt(0).toUpperCase() + text.slice(1);
+  };
+
+  return (
+    <Table overflowHidden>
+      <TableHeader>
+        <TableRow>
+          <TableHead>Time</TableHead>
+          <TableHead>User</TableHead>
+          <TableHead>Action</TableHead>
+          <TableHead>IP Address</TableHead>
+          <TableHead>Browser</TableHead>
+        </TableRow>
+      </TableHeader>
+
+      <TableBody className="print:text-xs">
+        {logs.map((log, i) => (
+          <TableRow className="break-inside-avoid" key={i}>
+            <TableCell>
+              <LocaleDate format={dateFormat} date={log.createdAt} />
+            </TableCell>
+
+            <TableCell>
+              {log.name || log.email ? (
+                <div>
+                  {log.name && (
+                    <p className="break-all" title={log.name}>
+                      {log.name}
+                    </p>
+                  )}
+
+                  {log.email && (
+                    <p className="text-muted-foreground break-all" title={log.email}>
+                      {log.email}
+                    </p>
+                  )}
+                </div>
+              ) : (
+                <p>N/A</p>
+              )}
+            </TableCell>
+
+            <TableCell>
+              {uppercaseFistLetter(formatDocumentAuditLogAction(log).description)}
+            </TableCell>
+
+            <TableCell>{log.ipAddress}</TableCell>
+
+            <TableCell>
+              {log.userAgent ? parser.setUA(log.userAgent).getBrowser().name : 'N/A'}
+            </TableCell>
+          </TableRow>
+        ))}
+      </TableBody>
+    </Table>
+  );
+};

apps/web/src/app/(internal)/%5F%5Fhtmltopdf/audit-log/page.tsx

@@ -0,0 +1,139 @@
+import React from 'react';
+
+import { redirect } from 'next/navigation';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { getEntireDocument } from '@documenso/lib/server-only/admin/get-entire-document';
+import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
+import { findDocumentAuditLogs } from '@documenso/lib/server-only/document/find-document-audit-logs';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+
+import { Logo } from '~/components/branding/logo';
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+import { AuditLogDataTable } from './data-table';
+
+type AuditLogProps = {
+  searchParams: {
+    d: string;
+  };
+};
+
+export default async function AuditLog({ searchParams }: AuditLogProps) {
+  const { d } = searchParams;
+
+  if (typeof d !== 'string' || !d) {
+    return redirect('/');
+  }
+
+  const rawDocumentId = decryptSecondaryData(d);
+
+  if (!rawDocumentId || isNaN(Number(rawDocumentId))) {
+    return redirect('/');
+  }
+
+  const documentId = Number(rawDocumentId);
+
+  const document = await getEntireDocument({
+    id: documentId,
+  }).catch(() => null);
+
+  if (!document) {
+    return redirect('/');
+  }
+
+  const { data: auditLogs } = await findDocumentAuditLogs({
+    documentId: documentId,
+    userId: document.userId,
+    perPage: 100_000,
+  });
+
+  return (
+    <div className="print-provider pointer-events-none mx-auto max-w-screen-md">
+      <div className="flex items-center">
+        <h1 className="my-8 text-2xl font-bold">Version History</h1>
+      </div>
+
+      <Card>
+        <CardContent className="grid grid-cols-2 gap-4 p-6 text-sm print:text-xs">
+          <p>
+            <span className="font-medium">Document ID</span>
+
+            <span className="mt-1 block break-words">{document.id}</span>
+          </p>
+
+          <p>
+            <span className="font-medium">Enclosed Document</span>
+
+            <span className="mt-1 block break-words">{document.title}</span>
+          </p>
+
+          <p>
+            <span className="font-medium">Status</span>
+
+            <span className="mt-1 block">{document.deletedAt ? 'DELETED' : document.status}</span>
+          </p>
+
+          <p>
+            <span className="font-medium">Owner</span>
+
+            <span className="mt-1 block break-words">
+              {document.User.name} ({document.User.email})
+            </span>
+          </p>
+
+          <p>
+            <span className="font-medium">Created At</span>
+
+            <span className="mt-1 block">
+              <LocaleDate date={document.createdAt} format="yyyy-mm-dd hh:mm:ss a (ZZZZ)" />
+            </span>
+          </p>
+
+          <p>
+            <span className="font-medium">Last Updated</span>
+
+            <span className="mt-1 block">
+              <LocaleDate date={document.updatedAt} format="yyyy-mm-dd hh:mm:ss a (ZZZZ)" />
+            </span>
+          </p>
+
+          <p>
+            <span className="font-medium">Time Zone</span>
+
+            <span className="mt-1 block break-words">
+              {document.documentMeta?.timezone ?? 'N/A'}
+            </span>
+          </p>
+
+          <div>
+            <p className="font-medium">Recipients</p>
+
+            <ul className="mt-1 list-inside list-disc">
+              {document.Recipient.map((recipient) => (
+                <li key={recipient.id}>
+                  <span className="text-muted-foreground">
+                    [{RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}]
+                  </span>{' '}
+                  {recipient.name} ({recipient.email})
+                </li>
+              ))}
+            </ul>
+          </div>
+        </CardContent>
+      </Card>
+
+      <Card className="mt-8">
+        <CardContent className="p-0">
+          <AuditLogDataTable logs={auditLogs} />
+        </CardContent>
+      </Card>
+
+      <div className="my-8 flex-row-reverse">
+        <div className="flex items-end justify-end gap-x-4">
+          <Logo className="max-h-6 print:max-h-4" />
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(internal)/%5F%5Fhtmltopdf/certificate/page.tsx

@@ -0,0 +1,299 @@
+import React from 'react';
+
+import { redirect } from 'next/navigation';
+
+import { match } from 'ts-pattern';
+import { UAParser } from 'ua-parser-js';
+
+import {
+  RECIPIENT_ROLES_DESCRIPTION,
+  RECIPIENT_ROLE_SIGNING_REASONS,
+} from '@documenso/lib/constants/recipient-roles';
+import { getEntireDocument } from '@documenso/lib/server-only/admin/get-entire-document';
+import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
+import { getDocumentCertificateAuditLogs } from '@documenso/lib/server-only/document/get-document-certificate-audit-logs';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { FieldType } from '@documenso/prisma/client';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@documenso/ui/primitives/table';
+
+import { Logo } from '~/components/branding/logo';
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+type SigningCertificateProps = {
+  searchParams: {
+    d: string;
+  };
+};
+
+const FRIENDLY_SIGNING_REASONS = {
+  ['__OWNER__']: 'I am the owner of this document',
+  ...RECIPIENT_ROLE_SIGNING_REASONS,
+};
+
+export default async function SigningCertificate({ searchParams }: SigningCertificateProps) {
+  const { d } = searchParams;
+
+  if (typeof d !== 'string' || !d) {
+    return redirect('/');
+  }
+
+  const rawDocumentId = decryptSecondaryData(d);
+
+  if (!rawDocumentId || isNaN(Number(rawDocumentId))) {
+    return redirect('/');
+  }
+
+  const documentId = Number(rawDocumentId);
+
+  const document = await getEntireDocument({
+    id: documentId,
+  }).catch(() => null);
+
+  if (!document) {
+    return redirect('/');
+  }
+
+  const auditLogs = await getDocumentCertificateAuditLogs({
+    id: documentId,
+  });
+
+  const isOwner = (email: string) => {
+    return email.toLowerCase() === document.User.email.toLowerCase();
+  };
+
+  const getDevice = (userAgent?: string | null) => {
+    if (!userAgent) {
+      return 'Unknown';
+    }
+
+    const parser = new UAParser(userAgent);
+
+    parser.setUA(userAgent);
+
+    const result = parser.getResult();
+
+    return `${result.os.name} - ${result.browser.name} ${result.browser.version}`;
+  };
+
+  const getAuthenticationLevel = (recipientId: number) => {
+    const recipient = document.Recipient.find((recipient) => recipient.id === recipientId);
+
+    if (!recipient) {
+      return 'Unknown';
+    }
+
+    const extractedAuthMethods = extractDocumentAuthMethods({
+      documentAuth: document.authOptions,
+      recipientAuth: recipient.authOptions,
+    });
+
+    let authLevel = match(extractedAuthMethods.derivedRecipientActionAuth)
+      .with('ACCOUNT', () => 'Account Re-Authentication')
+      .with('TWO_FACTOR_AUTH', () => 'Two-Factor Re-Authentication')
+      .with('PASSKEY', () => 'Passkey Re-Authentication')
+      .with('EXPLICIT_NONE', () => 'Email')
+      .with(null, () => null)
+      .exhaustive();
+
+    if (!authLevel) {
+      authLevel = match(extractedAuthMethods.derivedRecipientAccessAuth)
+        .with('ACCOUNT', () => 'Account Authentication')
+        .with(null, () => 'Email')
+        .exhaustive();
+    }
+
+    return authLevel;
+  };
+
+  const getRecipientAuditLogs = (recipientId: number) => {
+    return {
+      [DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT]: auditLogs[DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT && log.data.recipientId === recipientId,
+      ),
+      [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED]: auditLogs[
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED
+      ].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED &&
+          log.data.recipientId === recipientId,
+      ),
+      [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED]: auditLogs[
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED
+      ].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED &&
+          log.data.recipientId === recipientId,
+      ),
+    };
+  };
+
+  const getRecipientSignatureField = (recipientId: number) => {
+    return document.Recipient.find((recipient) => recipient.id === recipientId)?.Field.find(
+      (field) => field.type === FieldType.SIGNATURE || field.type === FieldType.FREE_SIGNATURE,
+    );
+  };
+
+  return (
+    <div className="print-provider pointer-events-none mx-auto max-w-screen-md">
+      <div className="flex items-center">
+        <h1 className="my-8 text-2xl font-bold">Signing Certificate</h1>
+      </div>
+
+      <Card>
+        <CardContent className="p-0">
+          <Table overflowHidden>
+            <TableHeader>
+              <TableRow>
+                <TableHead>Signer Events</TableHead>
+                <TableHead>Signature</TableHead>
+                <TableHead>Details</TableHead>
+                {/* <TableHead>Security</TableHead> */}
+              </TableRow>
+            </TableHeader>
+
+            <TableBody className="print:text-xs">
+              {document.Recipient.map((recipient, i) => {
+                const logs = getRecipientAuditLogs(recipient.id);
+                const signature = getRecipientSignatureField(recipient.id);
+
+                return (
+                  <TableRow key={i} className="print:break-inside-avoid">
+                    <TableCell truncate={false} className="w-[min-content] max-w-[220px] align-top">
+                      <div className="hyphens-auto break-words font-medium">{recipient.name}</div>
+                      <div className="break-all">{recipient.email}</div>
+                      <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                        {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+                      </p>
+
+                      <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                        <span className="font-medium">Authentication Level:</span>{' '}
+                        <span className="block">{getAuthenticationLevel(recipient.id)}</span>
+                      </p>
+                    </TableCell>
+
+                    <TableCell truncate={false} className="w-[min-content] align-top">
+                      {signature ? (
+                        <>
+                          <div
+                            className="inline-block rounded-lg p-1"
+                            style={{
+                              boxShadow: `0px 0px 0px 4.88px rgba(122, 196, 85, 0.1), 0px 0px 0px 1.22px rgba(122, 196, 85, 0.6), 0px 0px 0px 0.61px rgba(122, 196, 85, 1)`,
+                            }}
+                          >
+                            <img
+                              src={`${signature.Signature?.signatureImageAsBase64}`}
+                              alt="Signature"
+                              className="max-h-12 max-w-full"
+                            />
+                          </div>
+
+                          <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                            <span className="font-medium">Signature ID:</span>{' '}
+                            <span className="block font-mono uppercase">
+                              {signature.secondaryId}
+                            </span>
+                          </p>
+
+                          <p className="text-muted-foreground mt-2 text-sm print:text-xs">
+                            <span className="font-medium">IP Address:</span>{' '}
+                            <span className="inline-block">
+                              {logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.ipAddress ?? 'Unknown'}
+                            </span>
+                          </p>
+
+                          <p className="text-muted-foreground mt-1 text-sm print:text-xs">
+                            <span className="font-medium">Device:</span>{' '}
+                            <span className="inline-block">
+                              {getDevice(logs.DOCUMENT_RECIPIENT_COMPLETED[0]?.userAgent)}
+                            </span>
+                          </p>
+                        </>
+                      ) : (
+                        <p className="text-muted-foreground">N/A</p>
+                      )}
+                    </TableCell>
+
+                    <TableCell truncate={false} className="w-[min-content] align-top">
+                      <div className="space-y-1">
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Sent:</span>{' '}
+                          <span className="inline-block">
+                            {logs.EMAIL_SENT[0] ? (
+                              <LocaleDate
+                                date={logs.EMAIL_SENT[0].createdAt}
+                                format="yyyy-MM-dd hh:mm:ss a (ZZZZ)"
+                              />
+                            ) : (
+                              'Unknown'
+                            )}
+                          </span>
+                        </p>
+
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Viewed:</span>{' '}
+                          <span className="inline-block">
+                            {logs.DOCUMENT_OPENED[0] ? (
+                              <LocaleDate
+                                date={logs.DOCUMENT_OPENED[0].createdAt}
+                                format="yyyy-MM-dd hh:mm:ss a (ZZZZ)"
+                              />
+                            ) : (
+                              'Unknown'
+                            )}
+                          </span>
+                        </p>
+
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Signed:</span>{' '}
+                          <span className="inline-block">
+                            {logs.DOCUMENT_RECIPIENT_COMPLETED[0] ? (
+                              <LocaleDate
+                                date={logs.DOCUMENT_RECIPIENT_COMPLETED[0].createdAt}
+                                format="yyyy-MM-dd hh:mm:ss a (ZZZZ)"
+                              />
+                            ) : (
+                              'Unknown'
+                            )}
+                          </span>
+                        </p>
+
+                        <p className="text-muted-foreground text-sm print:text-xs">
+                          <span className="font-medium">Reason:</span>{' '}
+                          <span className="inline-block">
+                            {isOwner(recipient.email)
+                              ? FRIENDLY_SIGNING_REASONS['__OWNER__']
+                              : FRIENDLY_SIGNING_REASONS[recipient.role]}
+                          </span>
+                        </p>
+                      </div>
+                    </TableCell>
+                  </TableRow>
+                );
+              })}
+            </TableBody>
+          </Table>
+        </CardContent>
+      </Card>
+
+      <div className="my-8 flex-row-reverse">
+        <div className="flex items-end justify-end gap-x-4">
+          <p className="flex-shrink-0 text-sm font-medium print:text-xs">
+            Signing certificate provided by:
+          </p>
+
+          <Logo className="max-h-6 print:max-h-4" />
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(signing)/sign/[token]/complete/claim-account.tsx

@@ -0,0 +1,155 @@
+'use client';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { TRPCClientError } from '@documenso/trpc/client';
+import { trpc } from '@documenso/trpc/react';
+import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type ClaimAccountProps = {
+  defaultName: string;
+  defaultEmail: string;
+  trigger?: React.ReactNode;
+};
+
+export const ZClaimAccountFormSchema = z
+  .object({
+    name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
+    email: z.string().email().min(1),
+    password: ZPasswordSchema,
+  })
+  .refine(
+    (data) => {
+      const { name, email, password } = data;
+      return !password.includes(name) && !password.includes(email.split('@')[0]);
+    },
+    {
+      message: 'Password should not be common or based on personal information',
+      path: ['password'],
+    },
+  );
+
+export type TClaimAccountFormSchema = z.infer<typeof ZClaimAccountFormSchema>;
+
+export const ClaimAccount = ({ defaultName, defaultEmail }: ClaimAccountProps) => {
+  const analytics = useAnalytics();
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const { mutateAsync: signup } = trpc.auth.signup.useMutation();
+
+  const form = useForm<TClaimAccountFormSchema>({
+    values: {
+      name: defaultName ?? '',
+      email: defaultEmail,
+      password: '',
+    },
+    resolver: zodResolver(ZClaimAccountFormSchema),
+  });
+
+  const onFormSubmit = async ({ name, email, password }: TClaimAccountFormSchema) => {
+    try {
+      await signup({ name, email, password });
+
+      router.push(`/unverified-account`);
+
+      toast({
+        title: 'Registration Successful',
+        description:
+          'You have successfully registered. Please verify your account by clicking on the link you received in the email.',
+        duration: 5000,
+      });
+
+      analytics.capture('App: User Claim Account', {
+        email,
+        timestamp: new Date().toISOString(),
+      });
+    } catch (error) {
+      if (error instanceof TRPCClientError && error.data?.code === 'BAD_REQUEST') {
+        toast({
+          title: 'An error occurred',
+          description: error.message,
+          variant: 'destructive',
+        });
+      } else {
+        toast({
+          title: 'An unknown error occurred',
+          description:
+            'We encountered an unknown error while attempting to sign you up. Please try again later.',
+          variant: 'destructive',
+        });
+      }
+    }
+  };
+
+  return (
+    <div className="mt-2 w-full">
+      <Form {...form}>
+        <form onSubmit={form.handleSubmit(onFormSubmit)}>
+          <fieldset disabled={form.formState.isSubmitting} className="mt-4">
+            <FormField
+              name="name"
+              control={form.control}
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder="Enter your name" />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <FormField
+              name="email"
+              control={form.control}
+              render={({ field }) => (
+                <FormItem className="mt-4">
+                  <FormLabel>Email address</FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder="Enter your email" />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <FormField
+              name="password"
+              control={form.control}
+              render={({ field }) => (
+                <FormItem className="mt-4">
+                  <FormLabel>Set a password</FormLabel>
+                  <FormControl>
+                    <PasswordInput {...field} placeholder="Pick a password" />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <Button type="submit" className="mt-6 w-full" loading={form.formState.isSubmitting}>
+              Claim account
+            </Button>
+          </fieldset>
+        </form>
+      </Form>
+    </div>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/complete/page.tsx

@@ -3,6 +3,7 @@ import { notFound } from 'next/navigation';
 
 import { CheckCircle2, Clock8 } from 'lucide-react';
 import { getServerSession } from 'next-auth';
+import { env } from 'next-runtime-env';
 import { match } from 'ts-pattern';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
@@ -16,10 +17,13 @@ import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/clie
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
 
 import { truncateTitle } from '~/helpers/truncate-title';
 
 import { SigningAuthPageView } from '../signing-auth-page';
+import { ClaimAccount } from './claim-account';
 import { DocumentPreviewButton } from './document-preview-button';
 
 export type CompletedSigningPageProps = {
@@ -31,6 +35,8 @@ export type CompletedSigningPageProps = {
 export default async function CompletedSigningPage({
   params: { token },
 }: CompletedSigningPageProps) {
+  const NEXT_PUBLIC_DISABLE_SIGNUP = env('NEXT_PUBLIC_DISABLE_SIGNUP');
+
   if (!token) {
     return notFound();
   }
@@ -79,96 +85,120 @@ export default async function CompletedSigningPage({
 
   const sessionData = await getServerSession();
   const isLoggedIn = !!sessionData?.user;
+  const canSignUp = !isLoggedIn && NEXT_PUBLIC_DISABLE_SIGNUP !== 'true';
 
   return (
-    <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-24 md:-mx-8 md:px-8 lg:pt-36 xl:pt-44">
-      {/* Card with recipient */}
-      <SigningCard3D
-        name={recipientName}
-        signature={signatures.at(0)}
-        signingCelebrationImage={signingCelebration}
-      />
+    <div
+      className={cn(
+        '-mx-4 flex flex-col items-center overflow-x-hidden px-4 pt-24 md:-mx-8 md:px-8 lg:pt-36 xl:pt-44',
+        { 'pt-0 lg:pt-0 xl:pt-0': canSignUp },
+      )}
+    >
+      <div
+        className={cn('relative mt-6 flex w-full flex-col items-center justify-center', {
+          'mt-0 flex-col divide-y overflow-hidden pt-6 md:pt-16 lg:flex-row lg:divide-x lg:divide-y-0 lg:pt-20 xl:pt-24':
+            canSignUp,
+        })}
+      >
+        <div
+          className={cn('flex flex-col items-center', {
+            'mb-8 p-4 md:mb-0 md:p-12': canSignUp,
+          })}
+        >
+          <Badge variant="neutral" size="default" className="mb-6 rounded-xl border bg-transparent">
+            {truncatedTitle}
+          </Badge>
 
-      <div className="relative mt-6 flex w-full flex-col items-center">
-        {match({ status: document.status, deletedAt: document.deletedAt })
-          .with({ status: DocumentStatus.COMPLETED }, () => (
-            <div className="text-documenso-700 flex items-center text-center">
-              <CheckCircle2 className="mr-2 h-5 w-5" />
-              <span className="text-sm">Everyone has signed</span>
-            </div>
-          ))
-          .with({ deletedAt: null }, () => (
-            <div className="flex items-center text-center text-blue-600">
-              <Clock8 className="mr-2 h-5 w-5" />
-              <span className="text-sm">Waiting for others to sign</span>
-            </div>
-          ))
-          .otherwise(() => (
-            <div className="flex items-center text-center text-red-600">
-              <Clock8 className="mr-2 h-5 w-5" />
-              <span className="text-sm">Document no longer available to sign</span>
-            </div>
-          ))}
+          {/* Card with recipient */}
+          <SigningCard3D
+            name={recipientName}
+            signature={signatures.at(0)}
+            signingCelebrationImage={signingCelebration}
+          />
 
-        <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
-          You have
-          {recipient.role === RecipientRole.SIGNER && ' signed '}
-          {recipient.role === RecipientRole.VIEWER && ' viewed '}
-          {recipient.role === RecipientRole.APPROVER && ' approved '}
-          <span className="mt-1.5 block">"{truncatedTitle}"</span>
-        </h2>
+          <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
+            Document
+            {recipient.role === RecipientRole.SIGNER && ' Signed '}
+            {recipient.role === RecipientRole.VIEWER && ' Viewed '}
+            {recipient.role === RecipientRole.APPROVER && ' Approved '}
+          </h2>
 
-        {match({ status: document.status, deletedAt: document.deletedAt })
-          .with({ status: DocumentStatus.COMPLETED }, () => (
-            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
-              Everyone has signed! You will receive an Email copy of the signed document.
-            </p>
-          ))
-          .with({ deletedAt: null }, () => (
-            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
-              You will receive an Email copy of the signed document once everyone has signed.
-            </p>
-          ))
-          .otherwise(() => (
-            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
-              This document has been cancelled by the owner and is no longer available for others to
-              sign.
-            </p>
-          ))}
+          {match({ status: document.status, deletedAt: document.deletedAt })
+            .with({ status: DocumentStatus.COMPLETED }, () => (
+              <div className="text-documenso-700 mt-4 flex items-center text-center">
+                <CheckCircle2 className="mr-2 h-5 w-5" />
+                <span className="text-sm">Everyone has signed</span>
+              </div>
+            ))
+            .with({ deletedAt: null }, () => (
+              <div className="flex items-center mt-4 text-center text-blue-600">
+                <Clock8 className="mr-2 h-5 w-5" />
+                <span className="text-sm">Waiting for others to sign</span>
+              </div>
+            ))
+            .otherwise(() => (
+              <div className="flex items-center text-center text-red-600">
+                <Clock8 className="mr-2 h-5 w-5" />
+                <span className="text-sm">Document no longer available to sign</span>
+              </div>
+            ))}
 
-        <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
-          <DocumentShareButton documentId={document.id} token={recipient.token} />
+          {match({ status: document.status, deletedAt: document.deletedAt })
+            .with({ status: DocumentStatus.COMPLETED }, () => (
+              <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+                Everyone has signed! You will receive an Email copy of the signed document.
+              </p>
+            ))
+            .with({ deletedAt: null }, () => (
+              <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+                You will receive an Email copy of the signed document once everyone has signed.
+              </p>
+            ))
+            .otherwise(() => (
+              <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+                This document has been cancelled by the owner and is no longer available for others
+                to sign.
+              </p>
+            ))}
 
-          {document.status === DocumentStatus.COMPLETED ? (
-            <DocumentDownloadButton
-              className="flex-1"
-              fileName={document.title}
-              documentData={documentData}
-              disabled={document.status !== DocumentStatus.COMPLETED}
-            />
-          ) : (
-            <DocumentPreviewButton
-              className="text-[11px]"
-              title="Signatures will appear once the document has been completed"
-              documentData={documentData}
-            />
-          )}
+          <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
+            <DocumentShareButton documentId={document.id} token={recipient.token} />
+
+            {document.status === DocumentStatus.COMPLETED ? (
+              <DocumentDownloadButton
+                className="flex-1"
+                fileName={document.title}
+                documentData={documentData}
+                disabled={document.status !== DocumentStatus.COMPLETED}
+              />
+            ) : (
+              <DocumentPreviewButton
+                className="text-[11px]"
+                title="Signatures will appear once the document has been completed"
+                documentData={documentData}
+              />
+            )}
+          </div>
         </div>
 
-        {isLoggedIn ? (
+        {canSignUp && (
+          <div className={`flex max-w-xl flex-col items-center justify-center p-4 md:p-12`}>
+            <h2 className="mt-8 text-center text-xl font-semibold md:mt-0">
+              Need to sign documents?
+            </h2>
+
+            <p className="text-muted-foreground/60 mt-4 max-w-[55ch] text-center leading-normal">
+              Create your account and start using state-of-the-art document signing.
+            </p>
+
+            <ClaimAccount defaultName={recipientName} defaultEmail={recipient.email} />
+          </div>
+        )}
+
+        {isLoggedIn && (
           <Link href="/documents" className="text-documenso-700 hover:text-documenso-600 mt-36">
             Go Back Home
           </Link>
-        ) : (
-          <p className="text-muted-foreground/60 mt-36 text-sm">
-            Want to send slick signing links like this one?{' '}
-            <Link
-              href="https://documenso.com"
-              className="text-documenso-700 hover:text-documenso-600"
-            >
-              Check out Documenso.
-            </Link>
-          </p>
         )}
       </div>
     </div>

apps/web/src/app/(signing)/sign/[token]/page.tsx

@@ -6,6 +6,7 @@ import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-c
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
 import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
+import { getCompletedFieldsForToken } from '@documenso/lib/server-only/field/get-completed-fields-for-token';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
@@ -37,7 +38,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
 
-  const [document, fields, recipient] = await Promise.all([
+  const [document, fields, recipient, completedFields] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
       userId: user?.id,
@@ -45,9 +46,15 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     }).catch(() => null),
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
+    getCompletedFieldsForToken({ token }),
   ]);
 
-  if (!document || !document.documentData || !recipient) {
+  if (
+    !document ||
+    !document.documentData ||
+    !recipient ||
+    document.status === DocumentStatus.DRAFT
+  ) {
     return notFound();
   }
 
@@ -120,7 +127,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
       signature={user?.email === recipient.email ? user.signature : undefined}
     >
       <DocumentAuthProvider document={document} recipient={recipient} user={user}>
-        <SigningPageView recipient={recipient} document={document} fields={fields} />
+        <SigningPageView
+          recipient={recipient}
+          document={document}
+          fields={fields}
+          completedFields={completedFields}
+        />
       </DocumentAuthProvider>
     </SigningProvider>
   );

apps/web/src/app/(signing)/sign/[token]/signing-page-view.tsx

@@ -4,12 +4,14 @@ import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-form
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
+import type { CompletedField } from '@documenso/lib/types/fields';
 import type { Field, Recipient } from '@documenso/prisma/client';
 import { FieldType, RecipientRole } from '@documenso/prisma/client';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
+import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import { truncateTitle } from '~/helpers/truncate-title';
 
 import { DateField } from './date-field';
@@ -23,9 +25,15 @@ export type SigningPageViewProps = {
   document: DocumentAndSender;
   recipient: Recipient;
   fields: Field[];
+  completedFields: CompletedField[];
 };
 
-export const SigningPageView = ({ document, recipient, fields }: SigningPageViewProps) => {
+export const SigningPageView = ({
+  document,
+  recipient,
+  fields,
+  completedFields,
+}: SigningPageViewProps) => {
   const truncatedTitle = truncateTitle(document.title);
 
   const { documentData, documentMeta } = document;
@@ -70,6 +78,8 @@ export const SigningPageView = ({ document, recipient, fields }: SigningPageView
         </div>
       </div>
 
+      <DocumentReadOnlyFields fields={completedFields} />
+
       <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
         {fields.map((field) =>
           match(field.type)

apps/web/src/app/(unauthenticated)/articles/signature-disclosure/page.tsx

@@ -5,7 +5,7 @@ import { Button } from '@documenso/ui/primitives/button';
 export default function SignatureDisclosure() {
   return (
     <div>
-      <article className="prose">
+      <article className="prose dark:prose-invert">
         <h1>Electronic Signature Disclosure</h1>
 
         <h2>Welcome</h2>

apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx

@@ -8,6 +8,7 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { Recipient } from '@documenso/prisma/client';
+import { DocumentStatus } from '@documenso/prisma/client';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -15,18 +16,21 @@ import { StackAvatar } from './stack-avatar';
 
 export type AvatarWithRecipientProps = {
   recipient: Recipient;
+  documentStatus: DocumentStatus;
 };
 
-export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
+export function AvatarWithRecipient({ recipient, documentStatus }: AvatarWithRecipientProps) {
   const [, copy] = useCopyToClipboard();
   const { toast } = useToast();
 
+  const signingToken = documentStatus === DocumentStatus.PENDING ? recipient.token : null;
+
   const onRecipientClick = () => {
-    if (!recipient.token) {
+    if (!signingToken) {
       return;
     }
 
-    void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`).then(() => {
+    void copy(`${NEXT_PUBLIC_WEBAPP_URL()}/sign/${signingToken}`).then(() => {
       toast({
         title: 'Copied to clipboard',
         description: 'The signing link has been copied to your clipboard.',
@@ -37,10 +41,10 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
   return (
     <div
       className={cn('my-1 flex items-center gap-2', {
-        'cursor-pointer hover:underline': recipient.token,
+        'cursor-pointer hover:underline': signingToken,
       })}
-      role={recipient.token ? 'button' : undefined}
-      title={recipient.token && 'Click to copy signing link for sending to recipient'}
+      role={signingToken ? 'button' : undefined}
+      title={signingToken ? 'Click to copy signing link for sending to recipient' : undefined}
       onClick={onRecipientClick}
     >
       <StackAvatar
@@ -49,16 +53,15 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
         type={getRecipientType(recipient)}
         fallbackText={recipientAbbreviation(recipient)}
       />
-      <div>
-        <div
-          className="text-muted-foreground text-sm"
-          title="Click to copy signing link for sending to recipient"
-        >
-          <p>{recipient.email} </p>
-          <p className="text-muted-foreground/70 text-xs">
-            {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
-          </p>
-        </div>
+
+      <div
+        className="text-muted-foreground text-sm"
+        title={signingToken ? 'Click to copy signing link for sending to recipient' : undefined}
+      >
+        <p>{recipient.email}</p>
+        <p className="text-muted-foreground/70 text-xs">
+          {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+        </p>
       </div>
     </div>
   );

apps/web/src/components/(dashboard)/avatar/stack-avatars-with-tooltip.tsx

@@ -1,33 +1,28 @@
 'use client';
 
-import { useRef, useState } from 'react';
-
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import type { Recipient } from '@documenso/prisma/client';
-import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import type { DocumentStatus, Recipient } from '@documenso/prisma/client';
+import { PopoverHover } from '@documenso/ui/primitives/popover';
 
 import { AvatarWithRecipient } from './avatar-with-recipient';
 import { StackAvatar } from './stack-avatar';
 import { StackAvatars } from './stack-avatars';
 
 export type StackAvatarsWithTooltipProps = {
+  documentStatus: DocumentStatus;
   recipients: Recipient[];
   position?: 'top' | 'bottom';
   children?: React.ReactNode;
 };
 
 export const StackAvatarsWithTooltip = ({
+  documentStatus,
   recipients,
   position,
   children,
 }: StackAvatarsWithTooltipProps) => {
-  const [open, setOpen] = useState(false);
-
-  const isControlled = useRef(false);
-  const isMouseOverTimeout = useRef<NodeJS.Timeout | null>(null);
-
   const waitingRecipients = recipients.filter(
     (recipient) => getRecipientType(recipient) === 'waiting',
   );
@@ -44,105 +39,74 @@ export const StackAvatarsWithTooltip = ({
     (recipient) => getRecipientType(recipient) === 'unsigned',
   );
 
-  const onMouseEnter = () => {
-    if (isMouseOverTimeout.current) {
-      clearTimeout(isMouseOverTimeout.current);
-    }
-
-    if (isControlled.current) {
-      return;
-    }
-
-    isMouseOverTimeout.current = setTimeout(() => {
-      setOpen((o) => (!o ? true : o));
-    }, 200);
-  };
-
-  const onMouseLeave = () => {
-    if (isMouseOverTimeout.current) {
-      clearTimeout(isMouseOverTimeout.current);
-    }
-
-    if (isControlled.current) {
-      return;
-    }
-
-    setTimeout(() => {
-      setOpen((o) => (o ? false : o));
-    }, 200);
-  };
-
-  const onOpenChange = (newOpen: boolean) => {
-    isControlled.current = newOpen;
-
-    setOpen(newOpen);
-  };
-
   return (
-    <Popover open={open} onOpenChange={onOpenChange}>
-      <PopoverTrigger
-        className="flex cursor-pointer"
-        onMouseEnter={onMouseEnter}
-        onMouseLeave={onMouseLeave}
-      >
-        {children || <StackAvatars recipients={recipients} />}
-      </PopoverTrigger>
-
-      <PopoverContent
-        side={position}
-        onMouseEnter={onMouseEnter}
-        onMouseLeave={onMouseLeave}
-        className="flex flex-col gap-y-5 py-2"
-      >
-        {completedRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Completed</h1>
-            {completedRecipients.map((recipient: Recipient) => (
-              <div key={recipient.id} className="my-1 flex items-center gap-2">
-                <StackAvatar
-                  first={true}
-                  key={recipient.id}
-                  type={getRecipientType(recipient)}
-                  fallbackText={recipientAbbreviation(recipient)}
-                />
-                <div className="">
-                  <p className="text-muted-foreground text-sm">{recipient.email}</p>
-                  <p className="text-muted-foreground/70 text-xs">
-                    {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
-                  </p>
-                </div>
+    <PopoverHover
+      trigger={children || <StackAvatars recipients={recipients} />}
+      contentProps={{
+        className: 'flex flex-col gap-y-5 py-2',
+        side: position,
+      }}
+    >
+      {completedRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Completed</h1>
+          {completedRecipients.map((recipient: Recipient) => (
+            <div key={recipient.id} className="my-1 flex items-center gap-2">
+              <StackAvatar
+                first={true}
+                key={recipient.id}
+                type={getRecipientType(recipient)}
+                fallbackText={recipientAbbreviation(recipient)}
+              />
+              <div className="">
+                <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                <p className="text-muted-foreground/70 text-xs">
+                  {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+                </p>
               </div>
-            ))}
-          </div>
-        )}
+            </div>
+          ))}
+        </div>
+      )}
 
-        {waitingRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Waiting</h1>
-            {waitingRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
-            ))}
-          </div>
-        )}
+      {waitingRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Waiting</h1>
+          {waitingRecipients.map((recipient: Recipient) => (
+            <AvatarWithRecipient
+              key={recipient.id}
+              recipient={recipient}
+              documentStatus={documentStatus}
+            />
+          ))}
+        </div>
+      )}
 
-        {openedRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Opened</h1>
-            {openedRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
-            ))}
-          </div>
-        )}
+      {openedRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Opened</h1>
+          {openedRecipients.map((recipient: Recipient) => (
+            <AvatarWithRecipient
+              key={recipient.id}
+              recipient={recipient}
+              documentStatus={documentStatus}
+            />
+          ))}
+        </div>
+      )}
 
-        {uncompletedRecipients.length > 0 && (
-          <div>
-            <h1 className="text-base font-medium">Uncompleted</h1>
-            {uncompletedRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
-            ))}
-          </div>
-        )}
-      </PopoverContent>
-    </Popover>
+      {uncompletedRecipients.length > 0 && (
+        <div>
+          <h1 className="text-base font-medium">Uncompleted</h1>
+          {uncompletedRecipients.map((recipient: Recipient) => (
+            <AvatarWithRecipient
+              key={recipient.id}
+              recipient={recipient}
+              documentStatus={documentStatus}
+            />
+          ))}
+        </div>
+      )}
+    </PopoverHover>
   );
 };

apps/web/src/components/(dashboard)/common/command-menu.tsx

@@ -5,7 +5,6 @@ import { useCallback, useMemo, useState } from 'react';
 import { useRouter } from 'next/navigation';
 
 import { Loader, Monitor, Moon, Sun } from 'lucide-react';
-import { useSession } from 'next-auth/react';
 import { useTheme } from 'next-themes';
 import { useHotkeys } from 'react-hotkeys-hook';
 
@@ -18,7 +17,6 @@ import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
   SKIP_QUERY_BATCH_META,
 } from '@documenso/lib/constants/trpc';
-import type { Document, Recipient } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import {
   CommandDialog,
@@ -71,7 +69,6 @@ export type CommandMenuProps = {
 
 export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
   const { setTheme } = useTheme();
-  const { data: session } = useSession();
 
   const router = useRouter();
 
@@ -93,17 +90,6 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
       },
     );
 
-  const isOwner = useCallback(
-    (document: Document) => document.userId === session?.user.id,
-    [session?.user.id],
-  );
-
-  const getSigningLink = useCallback(
-    (recipients: Recipient[]) =>
-      `/sign/${recipients.find((r) => r.email === session?.user.email)?.token}`,
-    [session?.user.email],
-  );
-
   const searchResults = useMemo(() => {
     if (!searchDocumentsData) {
       return [];
@@ -111,10 +97,10 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
 
     return searchDocumentsData.map((document) => ({
       label: document.title,
-      path: isOwner(document) ? `/documents/${document.id}` : getSigningLink(document.Recipient),
-      value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
+      path: document.path,
+      value: document.value,
     }));
-  }, [searchDocumentsData, isOwner, getSigningLink]);
+  }, [searchDocumentsData]);
 
   const currentPage = pages[pages.length - 1];
 

apps/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
@@ -12,8 +10,6 @@ import { getRootHref } from '@documenso/lib/utils/params';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
-import { CommandMenu } from '../common/command-menu';
-
 const navigationLinks = [
   {
     href: '/documents',
@@ -25,13 +21,14 @@ const navigationLinks = [
   },
 ];
 
-export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
+export type DesktopNavProps = HTMLAttributes<HTMLDivElement> & {
+  setIsCommandMenuOpen: (value: boolean) => void;
+};
 
-export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
+export const DesktopNav = ({ className, setIsCommandMenuOpen, ...props }: DesktopNavProps) => {
   const pathname = usePathname();
   const params = useParams();
 
-  const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
   const rootHref = getRootHref(params, { returnEmptyRootString: true });
@@ -70,12 +67,10 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
         ))}
       </div>
 
-      <CommandMenu open={open} onOpenChange={setOpen} />
-
       <Button
         variant="outline"
         className="text-muted-foreground flex w-96 items-center justify-between rounded-lg"
-        onClick={() => setOpen((open) => !open)}
+        onClick={() => setIsCommandMenuOpen(true)}
       >
         <div className="flex items-center">
           <Search className="mr-2 h-5 w-5" />

apps/web/src/components/(dashboard)/layout/header.tsx

@@ -58,7 +58,7 @@ export const Header = ({ className, user, teams, ...props }: HeaderProps) => {
           <Logo className="h-6 w-auto" />
         </Link>
 
-        <DesktopNav />
+        <DesktopNav setIsCommandMenuOpen={setIsCommandMenuOpen} />
 
         <div className="flex gap-x-4 md:ml-8">
           <MenuSwitcher user={user} teams={teams} />

apps/web/src/components/(dashboard)/layout/menu-switcher.tsx

@@ -93,7 +93,7 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
         <Button
           data-testid="menu-switcher"
           variant="none"
-          className="relative flex h-12 flex-row items-center px-2 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent"
+          className="relative flex h-12 flex-row items-center px-0 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent md:px-2"
         >
           <AvatarWithText
             avatarFallback={formatAvatarFallback(selectedTeam?.name)}
@@ -102,12 +102,13 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
             rightSideComponent={
               <ChevronsUpDown className="text-muted-foreground ml-auto h-4 w-4" />
             }
+            textSectionClassName="hidden lg:flex"
           />
         </Button>
       </DropdownMenuTrigger>
 
       <DropdownMenuContent
-        className={cn('z-[60] ml-2 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
+        className={cn('z-[60] ml-6 w-full md:ml-0', teams ? 'min-w-[20rem]' : 'min-w-[12rem]')}
         align="end"
         forceMount
       >

apps/web/src/components/(dashboard)/layout/mobile-navigation.tsx

@@ -46,7 +46,7 @@ export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigat
 
   return (
     <Sheet open={isMenuOpen} onOpenChange={onMenuOpenChange}>
-      <SheetContent className="flex w-full max-w-[400px] flex-col">
+      <SheetContent className="flex w-full max-w-[350px] flex-col">
         <Link href="/" onClick={handleMenuItemClick}>
           <Image
             src={LogoImage}
@@ -87,7 +87,7 @@ export const MobileNavigation = ({ isMenuOpen, onMenuOpenChange }: MobileNavigat
           </div>
 
           <p className="text-muted-foreground text-sm">
-            © {new Date().getFullYear()} Documenso, Inc. All rights reserved.
+            © {new Date().getFullYear()} Documenso, Inc. <br /> All rights reserved.
           </p>
         </div>
       </SheetContent>

apps/web/src/components/document/document-read-only-fields.tsx

@@ -0,0 +1,112 @@
+'use client';
+
+import { useState } from 'react';
+
+import { P, match } from 'ts-pattern';
+
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  convertToLocalSystemFormat,
+} from '@documenso/lib/constants/date-formats';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import type { CompletedField } from '@documenso/lib/types/fields';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import type { DocumentMeta } from '@documenso/prisma/client';
+import { FieldType } from '@documenso/prisma/client';
+import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { PopoverHover } from '@documenso/ui/primitives/popover';
+
+export type DocumentReadOnlyFieldsProps = {
+  fields: CompletedField[];
+  documentMeta?: DocumentMeta;
+};
+
+export const DocumentReadOnlyFields = ({ documentMeta, fields }: DocumentReadOnlyFieldsProps) => {
+  const [hiddenFieldIds, setHiddenFieldIds] = useState<Record<string, boolean>>({});
+
+  const handleHideField = (fieldId: string) => {
+    setHiddenFieldIds((prev) => ({ ...prev, [fieldId]: true }));
+  };
+
+  return (
+    <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+      {fields.map(
+        (field) =>
+          !hiddenFieldIds[field.secondaryId] && (
+            <FieldRootContainer
+              field={field}
+              key={field.id}
+              cardClassName="border-gray-100/50 !shadow-none backdrop-blur-[1px] bg-background/90"
+            >
+              <div className="absolute -right-3 -top-3">
+                <PopoverHover
+                  trigger={
+                    <Avatar className="dark:border-border h-8 w-8 border-2 border-solid border-gray-200/50 transition-colors hover:border-gray-200">
+                      <AvatarFallback className="bg-neutral-50 text-xs text-gray-400">
+                        {extractInitials(field.Recipient.name || field.Recipient.email)}
+                      </AvatarFallback>
+                    </Avatar>
+                  }
+                  contentProps={{
+                    className: 'flex w-fit flex-col py-2.5 text-sm',
+                  }}
+                >
+                  <p>
+                    <span className="font-semibold">
+                      {field.Recipient.name
+                        ? `${field.Recipient.name} (${field.Recipient.email})`
+                        : field.Recipient.email}{' '}
+                    </span>
+                    inserted a {FRIENDLY_FIELD_TYPE[field.type].toLowerCase()}
+                  </p>
+
+                  <Button
+                    variant="outline"
+                    className="mt-2.5 h-6 text-xs focus:outline-none focus-visible:ring-0"
+                    onClick={() => handleHideField(field.secondaryId)}
+                  >
+                    Hide field
+                  </Button>
+                </PopoverHover>
+              </div>
+
+              <div className="text-muted-foreground break-all text-sm">
+                {match(field)
+                  .with({ type: FieldType.SIGNATURE }, (field) =>
+                    field.Signature?.signatureImageAsBase64 ? (
+                      <img
+                        src={field.Signature.signatureImageAsBase64}
+                        alt="Signature"
+                        className="h-full w-full object-contain dark:invert"
+                      />
+                    ) : (
+                      <p className="font-signature text-muted-foreground text-lg duration-200 sm:text-xl md:text-2xl lg:text-3xl">
+                        {field.Signature?.typedSignature}
+                      </p>
+                    ),
+                  )
+                  .with(
+                    { type: P.union(FieldType.NAME, FieldType.TEXT, FieldType.EMAIL) },
+                    () => field.customText,
+                  )
+                  .with({ type: FieldType.DATE }, () =>
+                    convertToLocalSystemFormat(
+                      field.customText,
+                      documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
+                      documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+                    ),
+                  )
+                  .with({ type: FieldType.FREE_SIGNATURE }, () => null)
+                  .exhaustive()}
+              </div>
+            </FieldRootContainer>
+          ),
+      )}
+    </ElementVisible>
+  );
+};

apps/web/src/pages/api/auth/[...nextauth].ts

@@ -2,6 +2,8 @@ import type { NextApiRequest, NextApiResponse } from 'next';
 
 import NextAuth from 'next-auth';
 
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { NEXT_AUTH_OPTIONS } from '@documenso/lib/next-auth/auth-options';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { prisma } from '@documenso/prisma';
@@ -18,15 +20,29 @@ export default async function auth(req: NextApiRequest, res: NextApiResponse) {
       error: '/signin',
     },
     events: {
-      signIn: async ({ user }) => {
-        await prisma.userSecurityAuditLog.create({
-          data: {
-            userId: user.id,
-            ipAddress,
-            userAgent,
-            type: UserSecurityAuditLogType.SIGN_IN,
-          },
-        });
+      signIn: async ({ user: { id: userId } }) => {
+        const [user] = await Promise.all([
+          await prisma.user.findFirstOrThrow({
+            where: {
+              id: userId,
+            },
+          }),
+          await prisma.userSecurityAuditLog.create({
+            data: {
+              userId,
+              ipAddress,
+              userAgent,
+              type: UserSecurityAuditLogType.SIGN_IN,
+            },
+          }),
+        ]);
+
+        // Create the Stripe customer and attach it to the user if it doesn't exist.
+        if (user.customerId === null && IS_BILLING_ENABLED()) {
+          await getStripeCustomerByUser(user).catch((err) => {
+            console.error(err);
+          });
+        }
       },
       signOut: async ({ token }) => {
         const userId = typeof token.id === 'string' ? parseInt(token.id) : token.id;

apps/web/src/pages/api/trpc/[trpc].ts

@@ -3,7 +3,7 @@ import { createTrpcContext } from '@documenso/trpc/server/context';
 import { appRouter } from '@documenso/trpc/server/router';
 
 export const config = {
-  maxDuration: 60,
+  maxDuration: 120,
   api: {
     bodyParser: {
       sizeLimit: '50mb',

package-lock.json

@@ -22,6 +22,7 @@
         "eslint-config-custom": "*",
         "husky": "^9.0.11",
         "lint-staged": "^15.2.2",
+        "playwright": "1.43.0",
         "prettier": "^2.5.1",
         "rimraf": "^5.0.1",
         "turbo": "^1.9.3"
@@ -4701,13 +4702,26 @@
         "node": ">=14"
       }
     },
+    "node_modules/@playwright/browser-chromium": {
+      "version": "1.43.0",
+      "resolved": "https://registry.npmjs.org/@playwright/browser-chromium/-/browser-chromium-1.43.0.tgz",
+      "integrity": "sha512-F0S4KIqSqQqm9EgsdtWjaJRpgP8cD2vWZHPSB41YI00PtXUobiv/3AnYISeL7wNuTanND7giaXQ4SIjkcIq3KQ==",
+      "dev": true,
+      "hasInstallScript": true,
+      "dependencies": {
+        "playwright-core": "1.43.0"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "node_modules/@playwright/test": {
-      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.40.0.tgz",
-      "integrity": "sha512-PdW+kn4eV99iP5gxWNSDQCbhMaDVej+RXL5xr6t04nbKLCBwYtA046t7ofoczHOm8u6c+45hpDKQVZqtqwkeQg==",
+      "version": "1.43.1",
+      "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.43.1.tgz",
+      "integrity": "sha512-HgtQzFgNEEo4TE22K/X7sYTYNqEMMTZmFS8kTq6m8hXj+m1D8TgwgIbumHddJa9h4yl4GkKb8/bgAl2+g7eDgA==",
       "dev": true,
       "dependencies": {
-        "playwright": "1.40.0"
+        "playwright": "1.43.1"
       },
       "bin": {
         "playwright": "cli.js"
@@ -4716,6 +4730,50 @@
         "node": ">=16"
       }
     },
+    "node_modules/@playwright/test/node_modules/fsevents": {
+      "version": "2.3.2",
+      "resolved": "https://registry.npmjs.org/fsevents/-/fsevents-2.3.2.tgz",
+      "integrity": "sha512-xiqMQR4xAeHTuB9uWm+fFRcIOgKBMiOBP+eXiyT7jsgVCq1bkVygt00oASowB7EdtpOHaaPgKt812P9ab+DDKA==",
+      "dev": true,
+      "hasInstallScript": true,
+      "optional": true,
+      "os": [
+        "darwin"
+      ],
+      "engines": {
+        "node": "^8.16.0 || ^10.6.0 || >=11.0.0"
+      }
+    },
+    "node_modules/@playwright/test/node_modules/playwright": {
+      "version": "1.43.1",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.1.tgz",
+      "integrity": "sha512-V7SoH0ai2kNt1Md9E3Gwas5B9m8KR2GVvwZnAI6Pg0m3sh7UvgiYhRrhsziCmqMJNouPckiOhk8T+9bSAK0VIA==",
+      "dev": true,
+      "dependencies": {
+        "playwright-core": "1.43.1"
+      },
+      "bin": {
+        "playwright": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      },
+      "optionalDependencies": {
+        "fsevents": "2.3.2"
+      }
+    },
+    "node_modules/@playwright/test/node_modules/playwright-core": {
+      "version": "1.43.1",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.1.tgz",
+      "integrity": "sha512-EI36Mto2Vrx6VF7rm708qSnesVQKbxEWvPrfA1IPY6HgczBplDx7ENtx+K2n4kJ41sLLkuGfmb0ZLSSXlDhqPg==",
+      "dev": true,
+      "bin": {
+        "playwright-core": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "node_modules/@prisma/client": {
       "version": "5.4.2",
       "resolved": "https://registry.npmjs.org/@prisma/client/-/client-5.4.2.tgz",
@@ -17615,12 +17673,11 @@
       }
     },
     "node_modules/playwright": {
-      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.40.0.tgz",
-      "integrity": "sha512-gyHAgQjiDf1m34Xpwzaqb76KgfzYrhK7iih+2IzcOCoZWr/8ZqmdBw+t0RU85ZmfJMgtgAiNtBQ/KS2325INXw==",
-      "dev": true,
+      "version": "1.43.0",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.0.tgz",
+      "integrity": "sha512-SiOKHbVjTSf6wHuGCbqrEyzlm6qvXcv7mENP+OZon1I07brfZLGdfWV0l/efAzVx7TF3Z45ov1gPEkku9q25YQ==",
       "dependencies": {
-        "playwright-core": "1.40.0"
+        "playwright-core": "1.43.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -17633,10 +17690,9 @@
       }
     },
     "node_modules/playwright-core": {
-      "version": "1.40.0",
-      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.40.0.tgz",
-      "integrity": "sha512-fvKewVJpGeca8t0ipM56jkVSU6Eo0RmFvQ/MaCQNDYm+sdvKkMBBWTE1FdeMqIdumRaXXjZChWHvIzCGM/tA/Q==",
-      "dev": true,
+      "version": "1.43.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.0.tgz",
+      "integrity": "sha512-iWFjyBUH97+pUFiyTqSLd8cDMMOS0r2ZYz2qEsPjH8/bX++sbIJT35MSwKnp1r/OQBAqC5XO99xFbJ9XClhf4w==",
       "bin": {
         "playwright-core": "cli.js"
       },
@@ -17648,7 +17704,6 @@
       "version": "2.3.2",
       "resolved": "https://registry.npmjs.org/fsevents/-/fsevents-2.3.2.tgz",
       "integrity": "sha512-xiqMQR4xAeHTuB9uWm+fFRcIOgKBMiOBP+eXiyT7jsgVCq1bkVygt00oASowB7EdtpOHaaPgKt812P9ab+DDKA==",
-      "dev": true,
       "hasInstallScript": true,
       "optional": true,
       "os": [
@@ -24926,6 +24981,7 @@
         "next-auth": "4.24.5",
         "oslo": "^0.17.0",
         "pdf-lib": "^1.17.1",
+        "playwright": "1.43.0",
         "react": "18.2.0",
         "remeda": "^1.27.1",
         "stripe": "^12.7.0",
@@ -24933,6 +24989,7 @@
         "zod": "^3.22.4"
       },
       "devDependencies": {
+        "@playwright/browser-chromium": "1.43.0",
         "@types/luxon": "^3.3.1"
       }
     },

package.json

@@ -38,6 +38,7 @@
     "eslint-config-custom": "*",
     "husky": "^9.0.11",
     "lint-staged": "^15.2.2",
+    "playwright": "1.43.0",
     "prettier": "^2.5.1",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3"
@@ -59,4 +60,4 @@
       "next": "14.0.3"
     }
   }
-}
+}

packages/api/v1/contract.ts

@@ -11,6 +11,7 @@ import {
   ZDeleteDocumentMutationSchema,
   ZDeleteFieldMutationSchema,
   ZDeleteRecipientMutationSchema,
+  ZDownloadDocumentSuccessfulSchema,
   ZGetDocumentsQuerySchema,
   ZSendDocumentForSigningMutationSchema,
   ZSuccessfulDocumentResponseSchema,
@@ -51,6 +52,17 @@ export const ApiContractV1 = c.router(
       summary: 'Get a single document',
     },
 
+    downloadSignedDocument: {
+      method: 'GET',
+      path: '/api/v1/documents/:id/download',
+      responses: {
+        200: ZDownloadDocumentSuccessfulSchema,
+        401: ZUnsuccessfulResponseSchema,
+        404: ZUnsuccessfulResponseSchema,
+      },
+      summary: 'Download a signed document when the storage transport is S3',
+    },
+
     createDocument: {
       method: 'POST',
       path: '/api/v1/documents',

packages/api/v1/implementation.ts

@@ -13,6 +13,7 @@ import { createField } from '@documenso/lib/server-only/field/create-field';
 import { deleteField } from '@documenso/lib/server-only/field/delete-field';
 import { getFieldById } from '@documenso/lib/server-only/field/get-field-by-id';
 import { updateField } from '@documenso/lib/server-only/field/update-field';
+import { insertFormValuesInPdf } from '@documenso/lib/server-only/pdf/insert-form-values-in-pdf';
 import { deleteRecipient } from '@documenso/lib/server-only/recipient/delete-recipient';
 import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recipient-by-id';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
@@ -20,7 +21,12 @@ import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/s
 import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
+import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import {
+  getPresignGetUrl,
+  getPresignPostUrl,
+} from '@documenso/lib/universal/upload/server-actions';
 import { DocumentDataType, DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 
 import { ApiContractV1 } from './contract';
@@ -80,6 +86,68 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
     }
   }),
 
+  downloadSignedDocument: authenticatedMiddleware(async (args, user, team) => {
+    const { id: documentId } = args.params;
+
+    try {
+      if (process.env.NEXT_PUBLIC_UPLOAD_TRANSPORT !== 's3') {
+        return {
+          status: 500,
+          body: {
+            message: 'Please make sure the storage transport is set to S3.',
+          },
+        };
+      }
+
+      const document = await getDocumentById({
+        id: Number(documentId),
+        userId: user.id,
+        teamId: team?.id,
+      });
+
+      if (!document || !document.documentDataId) {
+        return {
+          status: 404,
+          body: {
+            message: 'Document not found',
+          },
+        };
+      }
+
+      if (DocumentDataType.S3_PATH !== document.documentData.type) {
+        return {
+          status: 400,
+          body: {
+            message: 'Invalid document data type',
+          },
+        };
+      }
+
+      if (document.status !== DocumentStatus.COMPLETED) {
+        return {
+          status: 400,
+          body: {
+            message: 'Document is not completed yet.',
+          },
+        };
+      }
+
+      const { url } = await getPresignGetUrl(document.documentData.data);
+
+      return {
+        status: 200,
+        body: { downloadUrl: url },
+      };
+    } catch (err) {
+      return {
+        status: 500,
+        body: {
+          message: 'Error downloading the document. Please try again.',
+        },
+      };
+    }
+  }),
+
   deleteDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id: documentId } = args.params;
 
@@ -156,10 +224,18 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         title: body.title,
         userId: user.id,
         teamId: team?.id,
+        formValues: body.formValues,
         documentDataId: documentData.id,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
+      await upsertDocumentMeta({
+        documentId: document.id,
+        userId: user.id,
+        ...body.meta,
+        requestMetadata: extractNextApiRequestMetadata(args.req),
+      });
+
       const recipients = await setRecipientsForDocument({
         userId: user.id,
         teamId: team?.id,
@@ -217,12 +293,37 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       recipients: body.recipients,
     });
 
+    let documentDataId = document.documentDataId;
+
+    if (body.formValues) {
+      const pdf = await getFile(document.documentData);
+
+      const prefilled = await insertFormValuesInPdf({
+        pdf: Buffer.from(pdf),
+        formValues: body.formValues,
+      });
+
+      const newDocumentData = await putPdfFile({
+        name: fileName,
+        type: 'application/pdf',
+        arrayBuffer: async () => Promise.resolve(prefilled),
+      });
+
+      documentDataId = newDocumentData.id;
+    }
+
     await updateDocument({
       documentId: document.id,
       userId: user.id,
       teamId: team?.id,
       data: {
         title: fileName,
+        formValues: body.formValues,
+        documentData: {
+          connect: {
+            id: documentDataId,
+          },
+        },
       },
     });
 
@@ -230,10 +331,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       await upsertDocumentMeta({
         documentId: document.id,
         userId: user.id,
-        subject: body.meta.subject,
-        message: body.meta.message,
-        dateFormat: body.meta.dateFormat,
-        timezone: body.meta.timezone,
+        ...body.meta,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
     }

packages/api/v1/openapi.ts

@@ -2,16 +2,34 @@ import { generateOpenApi } from '@ts-rest/open-api';
 
 import { ApiContractV1 } from './contract';
 
-export const OpenAPIV1 = generateOpenApi(
-  ApiContractV1,
-  {
-    info: {
-      title: 'Documenso API',
-      version: '1.0.0',
-      description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+export const OpenAPIV1 = Object.assign(
+  generateOpenApi(
+    ApiContractV1,
+    {
+      info: {
+        title: 'Documenso API',
+        version: '1.0.0',
+        description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+      },
     },
-  },
+    {
+      setOperationId: true,
+    },
+  ),
   {
-    setOperationId: true,
+    components: {
+      securitySchemes: {
+        authorization: {
+          type: 'apiKey',
+          in: 'header',
+          name: 'Authorization',
+        },
+      },
+    },
+    security: [
+      {
+        authorization: [],
+      },
+    ],
   },
 );

packages/api/v1/schema.ts

@@ -53,6 +53,10 @@ export const ZUploadDocumentSuccessfulSchema = z.object({
   key: z.string(),
 });
 
+export const ZDownloadDocumentSuccessfulSchema = z.object({
+  downloadUrl: z.string(),
+});
+
 export type TUploadDocumentSuccessfulSchema = z.infer<typeof ZUploadDocumentSuccessfulSchema>;
 
 export const ZCreateDocumentMutationSchema = z.object({
@@ -73,6 +77,7 @@ export const ZCreateDocumentMutationSchema = z.object({
       redirectUrl: z.string(),
     })
     .partial(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
 });
 
 export type TCreateDocumentMutationSchema = z.infer<typeof ZCreateDocumentMutationSchema>;
@@ -112,6 +117,7 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
     })
     .partial()
     .optional(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
 });
 
 export type TCreateDocumentFromTemplateMutationSchema = z.infer<

packages/app-tests/e2e/document-flow/signers-step.spec.ts

@@ -45,7 +45,7 @@ test.describe('[EE_ONLY]', () => {
     await page
       .getByRole('textbox', { name: 'Email', exact: true })
       .fill('recipient2@documenso.com');
-    await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
+    await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
 
     // Display advanced settings.
     await page.getByLabel('Show advanced settings').click();
@@ -82,7 +82,7 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   await page.getByPlaceholder('Name').fill('Recipient 1');
   await page.getByRole('button', { name: 'Add Signer' }).click();
   await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
 
   // Advanced settings should not be visible for non EE users.
   await expect(page.getByLabel('Show advanced settings')).toBeHidden();

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

@@ -136,7 +136,7 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await page.getByPlaceholder('Name').fill('User 1');
   await page.getByRole('button', { name: 'Add Signer' }).click();
   await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('User 2');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('User 2');
 
   await page.getByRole('button', { name: 'Continue' }).click();
 
@@ -254,7 +254,7 @@ test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', asyn
   await page.getByRole('button', { name: 'Sign' }).click();
 
   await page.waitForURL(`/sign/${token}/complete`);
-  await expect(page.getByText('You have signed')).toBeVisible();
+  await expect(page.getByText('Document Signed')).toBeVisible();
 
   // Check if document has been signed
   const { status: completedStatus } = await getDocumentByToken(token);

packages/app-tests/e2e/documents/delete-documents.spec.ts

@@ -8,6 +8,7 @@ import {
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
+import { checkDocumentTabCount } from '../fixtures/documents';
 
 test.describe.configure({ mode: 'serial' });
 
@@ -74,7 +75,7 @@ test('[DOCUMENTS]: deleting a completed document should not remove it from recip
     email: sender.email,
   });
 
-  // open actions menu
+  // Open document action menu.
   await page
     .locator('tr', { hasText: 'Document 1 - Completed' })
     .getByRole('cell', { name: 'Download' })
@@ -115,7 +116,7 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
     email: sender.email,
   });
 
-  // open actions menu
+  // Open document action menu.
   await page.locator('tr', { hasText: 'Document 1 - Pending' }).getByRole('button').nth(1).click();
 
   // delete document
@@ -135,20 +136,11 @@ test('[DOCUMENTS]: deleting a pending document should remove it from recipients'
     });
 
     await expect(page.getByRole('link', { name: 'Document 1 - Pending' })).not.toBeVisible();
-
-    await page.goto(`/sign/${recipient.token}`);
-    await expect(page.getByText(/document.*cancelled/i).nth(0)).toBeVisible();
-
-    await page.goto('/documents');
-    await page.waitForURL('/documents');
-
     await apiSignout({ page });
   }
 });
 
-test('[DOCUMENTS]: deleting a draft document should remove it without additional prompting', async ({
-  page,
-}) => {
+test('[DOCUMENTS]: deleting draft documents should permanently remove it', async ({ page }) => {
   const { sender } = await seedDeleteDocumentsTestRequirements();
 
   await apiSignin({
@@ -156,11 +148,10 @@ test('[DOCUMENTS]: deleting a draft document should remove it without additional
     email: sender.email,
   });
 
-  // open actions menu
+  // Open document action menu.
   await page
     .locator('tr', { hasText: 'Document 1 - Draft' })
-    .getByRole('cell', { name: 'Edit' })
-    .getByRole('button')
+    .getByTestId('document-table-action-btn')
     .click();
 
   // delete document
@@ -169,4 +160,155 @@ test('[DOCUMENTS]: deleting a draft document should remove it without additional
   await page.getByRole('button', { name: 'Delete' }).click();
 
   await expect(page.getByRole('row', { name: /Document 1 - Draft/ })).not.toBeVisible();
+
+  // Check document counts.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 1);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 2);
+});
+
+test('[DOCUMENTS]: deleting pending documents should permanently remove it', async ({ page }) => {
+  const { sender } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Pending' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
+
+  // Check document counts.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 1);
+  await checkDocumentTabCount(page, 'All', 2);
+});
+
+test('[DOCUMENTS]: deleting completed documents as an owner should hide it from only the owner', async ({
+  page,
+}) => {
+  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
+
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Completed' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  // Check document counts.
+  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 1);
+  await checkDocumentTabCount(page, 'Completed', 0);
+  await checkDocumentTabCount(page, 'Draft', 1);
+  await checkDocumentTabCount(page, 'All', 2);
+
+  // Sign into the recipient account.
+  await apiSignout({ page });
+  await apiSignin({
+    page,
+    email: recipients[0].email,
+  });
+
+  // Check document counts.
+  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).toBeVisible();
+  await checkDocumentTabCount(page, 'Inbox', 1);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 2);
+});
+
+test('[DOCUMENTS]: deleting documents as a recipient should only hide it for them', async ({
+  page,
+}) => {
+  const { sender, recipients } = await seedDeleteDocumentsTestRequirements();
+  const recipientA = recipients[0];
+  const recipientB = recipients[1];
+
+  await apiSignin({
+    page,
+    email: recipientA.email,
+  });
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Completed' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Hide' }).click();
+  await page.getByRole('button', { name: 'Hide' }).click();
+
+  // Open document action menu.
+  await page
+    .locator('tr', { hasText: 'Document 1 - Pending' })
+    .getByTestId('document-table-action-btn')
+    .click();
+
+  // Delete document.
+  await page.getByRole('menuitem', { name: 'Hide' }).click();
+  await page.getByRole('button', { name: 'Hide' }).click();
+
+  // Check document counts.
+  await expect(page.getByRole('row', { name: /Document 1 - Completed/ })).not.toBeVisible();
+  await expect(page.getByRole('row', { name: /Document 1 - Pending/ })).not.toBeVisible();
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 0);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 0);
+
+  // Sign into the sender account.
+  await apiSignout({ page });
+  await apiSignin({
+    page,
+    email: sender.email,
+  });
+
+  // Check document counts for sender.
+  await checkDocumentTabCount(page, 'Inbox', 0);
+  await checkDocumentTabCount(page, 'Pending', 1);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 1);
+  await checkDocumentTabCount(page, 'All', 3);
+
+  // Sign into the other recipient account.
+  await apiSignout({ page });
+  await apiSignin({
+    page,
+    email: recipientB.email,
+  });
+
+  // Check document counts for other recipient.
+  await checkDocumentTabCount(page, 'Inbox', 1);
+  await checkDocumentTabCount(page, 'Pending', 0);
+  await checkDocumentTabCount(page, 'Completed', 1);
+  await checkDocumentTabCount(page, 'Draft', 0);
+  await checkDocumentTabCount(page, 'All', 2);
 });

packages/app-tests/e2e/fixtures/documents.ts

@@ -0,0 +1,17 @@
+import type { Page } from '@playwright/test';
+import { expect } from '@playwright/test';
+
+export const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
+  await page.getByRole('tab', { name: tabName }).click();
+
+  if (tabName !== 'All') {
+    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
+  }
+
+  if (count === 0) {
+    await expect(page.getByTestId('empty-document-state')).toBeVisible();
+    return;
+  }
+
+  await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
+};

packages/app-tests/e2e/teams/team-documents.spec.ts

@@ -1,4 +1,3 @@
-import type { Page } from '@playwright/test';
 import { expect, test } from '@playwright/test';
 
 import { DocumentStatus } from '@documenso/prisma/client';
@@ -7,24 +6,10 @@ import { seedTeamEmail, unseedTeam, unseedTeamEmail } from '@documenso/prisma/se
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin, apiSignout } from '../fixtures/authentication';
+import { checkDocumentTabCount } from '../fixtures/documents';
 
 test.describe.configure({ mode: 'parallel' });
 
-const checkDocumentTabCount = async (page: Page, tabName: string, count: number) => {
-  await page.getByRole('tab', { name: tabName }).click();
-
-  if (tabName !== 'All') {
-    await expect(page.getByRole('tab', { name: tabName })).toContainText(count.toString());
-  }
-
-  if (count === 0) {
-    await expect(page.getByRole('main')).toContainText(`Nothing to do`);
-    return;
-  }
-
-  await expect(page.getByRole('main')).toContainText(`Showing ${count}`);
-};
-
 test('[TEAMS]: check team documents count', async ({ page }) => {
   const { team, teamMember2 } = await seedTeamDocuments();
 
@@ -245,24 +230,6 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
   await unseedTeam(team.url);
 });
 
-test('[TEAMS]: delete pending team document', async ({ page }) => {
-  const { team, teamMember2: currentUser } = await seedTeamDocuments();
-
-  await apiSignin({
-    page,
-    email: currentUser.email,
-    redirectPath: `/t/${team.url}/documents?status=PENDING`,
-  });
-
-  await page.getByRole('row').getByRole('button').nth(1).click();
-
-  await page.getByRole('menuitem', { name: 'Delete' }).click();
-  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
-  await page.getByRole('button', { name: 'Delete' }).click();
-
-  await checkDocumentTabCount(page, 'Pending', 1);
-});
-
 test('[TEAMS]: resend pending team document', async ({ page }) => {
   const { team, teamMember2: currentUser } = await seedTeamDocuments();
 
@@ -280,3 +247,125 @@ test('[TEAMS]: resend pending team document', async ({ page }) => {
 
   await expect(page.getByRole('status')).toContainText('Document re-sent');
 });
+
+test('[TEAMS]: delete draft team document', async ({ page }) => {
+  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: teamMember3.email,
+    redirectPath: `/t/${team.url}/documents?status=DRAFT`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(1).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Draft', 1);
+
+  // Should be hidden for all team members.
+  await apiSignout({ page });
+
+  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
+  for (const user of [team.owner, teamEmailMember]) {
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Completed', 1);
+    await checkDocumentTabCount(page, 'Draft', 1);
+    await checkDocumentTabCount(page, 'All', 4);
+
+    await apiSignout({ page });
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: delete pending team document', async ({ page }) => {
+  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: teamMember3.email,
+    redirectPath: `/t/${team.url}/documents?status=PENDING`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(1).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Pending', 1);
+
+  // Should be hidden for all team members.
+  await apiSignout({ page });
+
+  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
+  for (const user of [team.owner, teamEmailMember]) {
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 1);
+    await checkDocumentTabCount(page, 'Completed', 1);
+    await checkDocumentTabCount(page, 'Draft', 2);
+    await checkDocumentTabCount(page, 'All', 4);
+
+    await apiSignout({ page });
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[TEAMS]: delete completed team document', async ({ page }) => {
+  const { team, teamMember2: teamEmailMember, teamMember3 } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: teamMember3.email,
+    redirectPath: `/t/${team.url}/documents?status=COMPLETED`,
+  });
+
+  await page.getByRole('row').getByRole('button').nth(2).click();
+
+  await page.getByRole('menuitem', { name: 'Delete' }).click();
+  await page.getByPlaceholder("Type 'delete' to confirm").fill('delete');
+  await page.getByRole('button', { name: 'Delete' }).click();
+
+  await checkDocumentTabCount(page, 'Completed', 0);
+
+  // Should be hidden for all team members.
+  await apiSignout({ page });
+
+  // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
+  for (const user of [team.owner, teamEmailMember]) {
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    // Check document counts.
+    await checkDocumentTabCount(page, 'Inbox', 0);
+    await checkDocumentTabCount(page, 'Pending', 2);
+    await checkDocumentTabCount(page, 'Completed', 0);
+    await checkDocumentTabCount(page, 'Draft', 2);
+    await checkDocumentTabCount(page, 'All', 4);
+
+    await apiSignout({ page });
+  }
+
+  await unseedTeam(team.url);
+});

packages/ee/server-only/stripe/webhook/on-early-adopters-checkout.ts

@@ -5,7 +5,7 @@ import { sealDocument } from '@documenso/lib/server-only/document/seal-document'
 import { redis } from '@documenso/lib/server-only/redis';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { alphaid, nanoid } from '@documenso/lib/universal/id';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentStatus,
@@ -74,7 +74,7 @@ export const onEarlyAdoptersCheckout = async ({ session }: OnEarlyAdoptersChecko
       new URL('@documenso/assets/documenso-supporter-pledge.pdf', import.meta.url),
     ).then(async (res) => res.arrayBuffer());
 
-    const { id: documentDataId } = await putFile({
+    const { id: documentDataId } = await putPdfFile({
       name: 'Documenso Supporter Pledge.pdf',
       type: 'application/pdf',
       arrayBuffer: async () => Promise.resolve(documentBuffer),

packages/email/template-components/template-document-cancel.tsx

@@ -23,6 +23,10 @@ export const TemplateDocumentCancel = ({
           <br />"{documentName}"
         </Text>
 
+        <Text className="my-1 text-center text-base text-slate-400">
+          All signatures have been voided.
+        </Text>
+
         <Text className="my-1 text-center text-base text-slate-400">
           You don't need to sign it anymore.
         </Text>

packages/email/template-components/template-document-invite.tsx

@@ -11,6 +11,7 @@ export interface TemplateDocumentInviteProps {
   signDocumentLink: string;
   assetBaseUrl: string;
   role: RecipientRole;
+  selfSigner: boolean;
 }
 
 export const TemplateDocumentInvite = ({
@@ -19,6 +20,7 @@ export const TemplateDocumentInvite = ({
   signDocumentLink,
   assetBaseUrl,
   role,
+  selfSigner,
 }: TemplateDocumentInviteProps) => {
   const { actionVerb, progressiveVerb } = RECIPIENT_ROLES_DESCRIPTION[role];
 
@@ -28,8 +30,19 @@ export const TemplateDocumentInvite = ({
 
       <Section>
         <Text className="text-primary mx-auto mb-0 max-w-[80%] text-center text-lg font-semibold">
-          {inviterName} has invited you to {actionVerb.toLowerCase()}
-          <br />"{documentName}"
+          {selfSigner ? (
+            <>
+              {`Please ${actionVerb.toLowerCase()} your document`}
+              <br />
+              {`"${documentName}"`}
+            </>
+          ) : (
+            <>
+              {`${inviterName} has invited you to ${actionVerb.toLowerCase()}`}
+              <br />
+              {`"${documentName}"`}
+            </>
+          )}
         </Text>
 
         <Text className="my-1 text-center text-base text-slate-400">

packages/email/templates/document-invite.tsx

@@ -22,6 +22,7 @@ import { TemplateFooter } from '../template-components/template-footer';
 export type DocumentInviteEmailTemplateProps = Partial<TemplateDocumentInviteProps> & {
   customBody?: string;
   role: RecipientRole;
+  selfSigner?: boolean;
 };
 
 export const DocumentInviteEmailTemplate = ({
@@ -32,10 +33,13 @@ export const DocumentInviteEmailTemplate = ({
   assetBaseUrl = 'http://localhost:3002',
   customBody,
   role,
+  selfSigner = false,
 }: DocumentInviteEmailTemplateProps) => {
   const action = RECIPIENT_ROLES_DESCRIPTION[role].actionVerb.toLowerCase();
 
-  const previewText = `${inviterName} has invited you to ${action} ${documentName}`;
+  const previewText = selfSigner
+    ? `Please ${action} your document ${documentName}`
+    : `${inviterName} has invited you to ${action} ${documentName}`;
 
   const getAssetUrl = (path: string) => {
     return new URL(path, assetBaseUrl).toString();
@@ -71,6 +75,7 @@ export const DocumentInviteEmailTemplate = ({
                   signDocumentLink={signDocumentLink}
                   assetBaseUrl={assetBaseUrl}
                   role={role}
+                  selfSigner={selfSigner}
                 />
               </Section>
             </Container>

packages/lib/constants/feature-flags.ts

@@ -21,6 +21,7 @@ export const FEATURE_FLAG_POLL_INTERVAL = 30000;
  * Does not take any person or group properties into account.
  */
 export const LOCAL_FEATURE_FLAGS: Record<string, boolean> = {
+  app_allow_encrypted_documents: false,
   app_billing: NEXT_PUBLIC_FEATURE_BILLING_ENABLED() === 'true',
   app_document_page_view_history_sheet: false,
   app_passkey: WEBAPP_BASE_URL === 'http://localhost:3000', // Temp feature flag.

packages/lib/constants/recipient-roles.ts

@@ -32,3 +32,10 @@ export const RECIPIENT_ROLE_TO_EMAIL_TYPE = {
   [RecipientRole.VIEWER]: 'VIEW_REQUEST',
   [RecipientRole.APPROVER]: 'APPROVE_REQUEST',
 } as const;
+
+export const RECIPIENT_ROLE_SIGNING_REASONS = {
+  [RecipientRole.SIGNER]: 'I am a signer of this document',
+  [RecipientRole.APPROVER]: 'I am an approver of this document',
+  [RecipientRole.CC]: 'I am required to recieve a copy of this document',
+  [RecipientRole.VIEWER]: 'I am a viewer of this document',
+} satisfies Record<keyof typeof RecipientRole, string>;

packages/lib/package.json

@@ -39,6 +39,7 @@
     "next-auth": "4.24.5",
     "oslo": "^0.17.0",
     "pdf-lib": "^1.17.1",
+    "playwright": "1.43.0",
     "react": "18.2.0",
     "remeda": "^1.27.1",
     "stripe": "^12.7.0",
@@ -46,6 +47,7 @@
     "zod": "^3.22.4"
   },
   "devDependencies": {
-    "@types/luxon": "^3.3.1"
+    "@types/luxon": "^3.3.1",
+    "@playwright/browser-chromium": "1.43.0"
   }
-}
+}

packages/lib/server-only/admin/get-entire-document.ts

@@ -10,6 +10,14 @@ export const getEntireDocument = async ({ id }: GetEntireDocumentOptions) => {
       id,
     },
     include: {
+      documentMeta: true,
+      User: {
+        select: {
+          id: true,
+          name: true,
+          email: true,
+        },
+      },
       Recipient: {
         include: {
           Field: {

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

@@ -49,8 +49,8 @@ export const completeDocumentWithToken = async ({
 
   const document = await getDocument({ token, documentId });
 
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has already been completed`);
+  if (document.status !== DocumentStatus.PENDING) {
+    throw new Error(`Document ${document.id} must be pending`);
   }
 
   if (document.Recipient.length === 0) {
@@ -137,7 +137,7 @@ export const completeDocumentWithToken = async ({
     await sendPendingEmail({ documentId, recipientId: recipient.id });
   }
 
-  const documents = await prisma.document.updateMany({
+  const haveAllRecipientsSigned = await prisma.document.findFirst({
     where: {
       id: document.id,
       Recipient: {
@@ -146,13 +146,9 @@ export const completeDocumentWithToken = async ({
         },
       },
     },
-    data: {
-      status: DocumentStatus.COMPLETED,
-      completedAt: new Date(),
-    },
   });
 
-  if (documents.count > 0) {
+  if (haveAllRecipientsSigned) {
     await sealDocument({ documentId: document.id, requestMetadata });
   }
 

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

@@ -14,6 +14,7 @@ export type CreateDocumentOptions = {
   userId: number;
   teamId?: number;
   documentDataId: string;
+  formValues?: Record<string, string | number | boolean>;
   requestMetadata?: RequestMetadata;
 };
 
@@ -22,6 +23,7 @@ export const createDocument = async ({
   title,
   documentDataId,
   teamId,
+  formValues,
   requestMetadata,
 }: CreateDocumentOptions) => {
   const user = await prisma.user.findFirstOrThrow({
@@ -51,6 +53,7 @@ export const createDocument = async ({
         documentDataId,
         userId,
         teamId,
+        formValues,
       },
     });
 

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

@@ -6,6 +6,7 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
 import { prisma } from '@documenso/prisma';
+import type { Document, DocumentMeta, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
@@ -27,110 +28,180 @@ export const deleteDocument = async ({
   teamId,
   requestMetadata,
 }: DeleteDocumentOptions) => {
+  const user = await prisma.user.findUnique({
+    where: {
+      id: userId,
+    },
+  });
+
+  if (!user) {
+    throw new Error('User not found');
+  }
+
   const document = await prisma.document.findUnique({
     where: {
       id,
-      ...(teamId
-        ? {
-            team: {
-              id: teamId,
-              members: {
-                some: {
-                  userId,
-                },
-              },
-            },
-          }
-        : {
-            userId,
-            teamId: null,
-          }),
     },
     include: {
       Recipient: true,
       documentMeta: true,
-      User: true,
+      team: {
+        select: {
+          members: true,
+        },
+      },
     },
   });
 
-  if (!document) {
+  if (!document || (teamId !== undefined && teamId !== document.teamId)) {
     throw new Error('Document not found');
   }
 
-  const { status, User: user } = document;
+  const isUserOwner = document.userId === userId;
+  const isUserTeamMember = document.team?.members.some((member) => member.userId === userId);
+  const userRecipient = document.Recipient.find((recipient) => recipient.email === user.email);
 
-  // if the document is a draft, hard-delete
-  if (status === DocumentStatus.DRAFT) {
+  if (!isUserOwner && !isUserTeamMember && !userRecipient) {
+    throw new Error('Not allowed');
+  }
+
+  // Handle hard or soft deleting the actual document if user has permission.
+  if (isUserOwner || isUserTeamMember) {
+    await handleDocumentOwnerDelete({
+      document,
+      user,
+      requestMetadata,
+    });
+  }
+
+  // Continue to hide the document from the user if they are a recipient.
+  // Dirty way of doing this but it's faster than refetching the document.
+  if (userRecipient?.documentDeletedAt === null) {
+    await prisma.recipient
+      .update({
+        where: {
+          id: userRecipient.id,
+        },
+        data: {
+          documentDeletedAt: new Date().toISOString(),
+        },
+      })
+      .catch(() => {
+        // Do nothing.
+      });
+  }
+
+  // Return partial document for API v1 response.
+  return {
+    id: document.id,
+    userId: document.userId,
+    teamId: document.teamId,
+    title: document.title,
+    status: document.status,
+    documentDataId: document.documentDataId,
+    createdAt: document.createdAt,
+    updatedAt: document.updatedAt,
+    completedAt: document.completedAt,
+  };
+};
+
+type HandleDocumentOwnerDeleteOptions = {
+  document: Document & {
+    Recipient: Recipient[];
+    documentMeta: DocumentMeta | null;
+  };
+  user: User;
+  requestMetadata?: RequestMetadata;
+};
+
+const handleDocumentOwnerDelete = async ({
+  document,
+  user,
+  requestMetadata,
+}: HandleDocumentOwnerDeleteOptions) => {
+  if (document.deletedAt) {
+    return;
+  }
+
+  // Soft delete completed documents.
+  if (document.status === DocumentStatus.COMPLETED) {
     return await prisma.$transaction(async (tx) => {
-      // Currently redundant since deleting a document will delete the audit logs.
-      // However may be useful if we disassociate audit lgos and documents if required.
       await tx.documentAuditLog.create({
         data: createDocumentAuditLogData({
-          documentId: id,
+          documentId: document.id,
           type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
           user,
           requestMetadata,
           data: {
-            type: 'HARD',
+            type: 'SOFT',
           },
         }),
       });
 
-      return await tx.document.delete({ where: { id, status: DocumentStatus.DRAFT } });
+      return await tx.document.update({
+        where: {
+          id: document.id,
+        },
+        data: {
+          deletedAt: new Date().toISOString(),
+        },
+      });
     });
   }
 
-  // if the document is pending, send cancellation emails to all recipients
-  if (status === DocumentStatus.PENDING && document.Recipient.length > 0) {
-    await Promise.all(
-      document.Recipient.map(async (recipient) => {
-        const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
-
-        const template = createElement(DocumentCancelTemplate, {
-          documentName: document.title,
-          inviterName: user.name || undefined,
-          inviterEmail: user.email,
-          assetBaseUrl,
-        });
-
-        await mailer.sendMail({
-          to: {
-            address: recipient.email,
-            name: recipient.name,
-          },
-          from: {
-            name: FROM_NAME,
-            address: FROM_ADDRESS,
-          },
-          subject: 'Document Cancelled',
-          html: render(template),
-          text: render(template, { plainText: true }),
-        });
-      }),
-    );
-  }
-
-  // If the document is not a draft, only soft-delete.
-  return await prisma.$transaction(async (tx) => {
+  // Hard delete draft and pending documents.
+  const deletedDocument = await prisma.$transaction(async (tx) => {
+    // Currently redundant since deleting a document will delete the audit logs.
+    // However may be useful if we disassociate audit logs and documents if required.
     await tx.documentAuditLog.create({
       data: createDocumentAuditLogData({
-        documentId: id,
+        documentId: document.id,
         type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
         user,
         requestMetadata,
         data: {
-          type: 'SOFT',
+          type: 'HARD',
         },
       }),
     });
 
-    return await tx.document.update({
+    return await tx.document.delete({
       where: {
-        id,
-      },
-      data: {
-        deletedAt: new Date().toISOString(),
+        id: document.id,
+        status: {
+          not: DocumentStatus.COMPLETED,
+        },
       },
     });
   });
+
+  // Send cancellation emails to recipients.
+  await Promise.all(
+    document.Recipient.map(async (recipient) => {
+      const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+
+      const template = createElement(DocumentCancelTemplate, {
+        documentName: document.title,
+        inviterName: user.name || undefined,
+        inviterEmail: user.email,
+        assetBaseUrl,
+      });
+
+      await mailer.sendMail({
+        to: {
+          address: recipient.email,
+          name: recipient.name,
+        },
+        from: {
+          name: FROM_NAME,
+          address: FROM_ADDRESS,
+        },
+        subject: 'Document Cancelled',
+        html: render(template),
+        text: render(template, { plainText: true }),
+      });
+    }),
+  );
+
+  return deletedDocument;
 };

packages/lib/server-only/document/find-documents.ts

@@ -94,24 +94,65 @@ export const findDocuments = async ({
     };
   }
 
-  const whereClause: Prisma.DocumentWhereInput = {
-    ...termFilters,
-    ...filters,
+  let deletedFilter: Prisma.DocumentWhereInput = {
     AND: {
       OR: [
         {
-          status: ExtendedDocumentStatus.COMPLETED,
+          userId: user.id,
+          deletedAt: null,
         },
         {
-          status: {
-            not: ExtendedDocumentStatus.COMPLETED,
+          Recipient: {
+            some: {
+              email: user.email,
+              documentDeletedAt: null,
+            },
           },
-          deletedAt: null,
         },
       ],
     },
   };
 
+  if (team) {
+    deletedFilter = {
+      AND: {
+        OR: team.teamEmail
+          ? [
+              {
+                teamId: team.id,
+                deletedAt: null,
+              },
+              {
+                User: {
+                  email: team.teamEmail.email,
+                },
+                deletedAt: null,
+              },
+              {
+                Recipient: {
+                  some: {
+                    email: team.teamEmail.email,
+                    documentDeletedAt: null,
+                  },
+                },
+              },
+            ]
+          : [
+              {
+                teamId: team.id,
+                deletedAt: null,
+              },
+            ],
+      },
+    };
+  }
+
+  const whereClause: Prisma.DocumentWhereInput = {
+    ...termFilters,
+    ...filters,
+    ...deletedFilter,
+  };
+
   if (period) {
     const daysAgo = parseInt(period.replace(/d$/, ''), 10);
 

packages/lib/server-only/document/get-document-certificate-audit-logs.ts

@@ -0,0 +1,43 @@
+import { prisma } from '@documenso/prisma';
+
+import { DOCUMENT_AUDIT_LOG_TYPE, DOCUMENT_EMAIL_TYPE } from '../../types/document-audit-logs';
+import { parseDocumentAuditLogData } from '../../utils/document-audit-logs';
+
+export type GetDocumentCertificateAuditLogsOptions = {
+  id: number;
+};
+
+export const getDocumentCertificateAuditLogs = async ({
+  id,
+}: GetDocumentCertificateAuditLogsOptions) => {
+  const rawAuditLogs = await prisma.documentAuditLog.findMany({
+    where: {
+      documentId: id,
+      type: {
+        in: [
+          DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
+          DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED,
+          DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
+        ],
+      },
+    },
+  });
+
+  const auditLogs = rawAuditLogs.map((log) => parseDocumentAuditLogData(log));
+
+  const groupedAuditLogs = {
+    [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED]: auditLogs.filter(
+      (log) => log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
+    ),
+    [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED]: auditLogs.filter(
+      (log) => log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED,
+    ),
+    [DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT]: auditLogs.filter(
+      (log) =>
+        log.type === DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT &&
+        log.data.emailType !== DOCUMENT_EMAIL_TYPE.DOCUMENT_COMPLETED,
+    ),
+  } as const;
+
+  return groupedAuditLogs;
+};

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

@@ -72,6 +72,7 @@ type GetCountsOption = {
 
 const getCounts = async ({ user, createdAt }: GetCountsOption) => {
   return Promise.all([
+    // Owner counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -84,6 +85,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
         deletedAt: null,
       },
     }),
+    // Not signed counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -95,12 +97,13 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
           some: {
             email: user.email,
             signingStatus: SigningStatus.NOT_SIGNED,
+            documentDeletedAt: null,
           },
         },
         createdAt,
-        deletedAt: null,
       },
     }),
+    // Has signed counts.
     prisma.document.groupBy({
       by: ['status'],
       _count: {
@@ -120,9 +123,9 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
               some: {
                 email: user.email,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
-            deletedAt: null,
           },
           {
             status: ExtendedDocumentStatus.COMPLETED,
@@ -130,6 +133,7 @@ const getCounts = async ({ user, createdAt }: GetCountsOption) => {
               some: {
                 email: user.email,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
           },
@@ -198,6 +202,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
           some: {
             email: teamEmail,
             signingStatus: SigningStatus.NOT_SIGNED,
+            documentDeletedAt: null,
           },
         },
         deletedAt: null,
@@ -219,6 +224,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
               some: {
                 email: teamEmail,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
             deletedAt: null,
@@ -229,6 +235,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
               some: {
                 email: teamEmail,
                 signingStatus: SigningStatus.SIGNED,
+                documentDeletedAt: null,
               },
             },
             deletedAt: null,

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

@@ -88,6 +88,11 @@ export const resendDocument = async ({
       const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
       const { email, name } = recipient;
+      const selfSigner = email === user.email;
+
+      const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
+        recipient.role
+      ].actionVerb.toLowerCase()} it.`;
 
       const customEmailTemplate = {
         'signer.name': name,
@@ -104,12 +109,20 @@ export const resendDocument = async ({
         inviterEmail: user.email,
         assetBaseUrl,
         signDocumentLink,
-        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        customBody: renderCustomEmailTemplate(
+          selfSigner && !customEmail?.message ? selfSignerCustomEmail : customEmail?.message || '',
+          customEmailTemplate,
+        ),
         role: recipient.role,
+        selfSigner,
       });
 
       const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
 
+      const emailSubject = selfSigner
+        ? `Reminder: Please ${actionVerb.toLowerCase()} your document`
+        : `Reminder: Please ${actionVerb.toLowerCase()} this document`;
+
       await prisma.$transaction(
         async (tx) => {
           await mailer.sendMail({
@@ -122,8 +135,8 @@ export const resendDocument = async ({
               address: FROM_ADDRESS,
             },
             subject: customEmail?.subject
-              ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-              : `Please ${actionVerb.toLowerCase()} this document`,
+              ? renderCustomEmailTemplate(`Reminder: ${customEmail.subject}`, customEmailTemplate)
+              : emailSubject,
             html: render(template),
             text: render(template, { plainText: true }),
           });

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

@@ -14,7 +14,8 @@ import { signPdf } from '@documenso/signing';
 
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { getFile } from '../../universal/upload/get-file';
-import { putFile } from '../../universal/upload/put-file';
+import { putPdfFile } from '../../universal/upload/put-file';
+import { getCertificatePdf } from '../htmltopdf/get-certificate-pdf';
 import { flattenAnnotations } from '../pdf/flatten-annotations';
 import { insertFieldInPDF } from '../pdf/insert-field-in-pdf';
 import { normalizeSignatureAppearances } from '../pdf/normalize-signature-appearances';
@@ -39,6 +40,11 @@ export const sealDocument = async ({
   const document = await prisma.document.findFirstOrThrow({
     where: {
       id: documentId,
+      Recipient: {
+        every: {
+          signingStatus: SigningStatus.SIGNED,
+        },
+      },
     },
     include: {
       documentData: true,
@@ -52,10 +58,6 @@ export const sealDocument = async ({
     throw new Error(`Document ${document.id} has no document data`);
   }
 
-  if (document.status !== DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has not been completed`);
-  }
-
   const recipients = await prisma.recipient.findMany({
     where: {
       documentId: document.id,
@@ -91,6 +93,10 @@ export const sealDocument = async ({
   // !: Need to write the fields onto the document as a hard copy
   const pdfData = await getFile(documentData);
 
+  const certificate = await getCertificatePdf({ documentId })
+    .then(async (doc) => PDFDocument.load(doc))
+    .catch(() => null);
+
   const doc = await PDFDocument.load(pdfData);
 
   // Normalize and flatten layers that could cause issues with the signature
@@ -98,6 +104,14 @@ export const sealDocument = async ({
   doc.getForm().flatten();
   flattenAnnotations(doc);
 
+  if (certificate) {
+    const certificatePages = await doc.copyPages(certificate, certificate.getPageIndices());
+
+    certificatePages.forEach((page) => {
+      doc.addPage(page);
+    });
+  }
+
   for (const field of fields) {
     await insertFieldInPDF(doc, field);
   }
@@ -108,7 +122,7 @@ export const sealDocument = async ({
 
   const { name, ext } = path.parse(document.title);
 
-  const { data: newData } = await putFile({
+  const { data: newData } = await putPdfFile({
     name: `${name}_signed${ext}`,
     type: 'application/pdf',
     arrayBuffer: async () => Promise.resolve(pdfBuffer),
@@ -127,6 +141,16 @@ export const sealDocument = async ({
   }
 
   await prisma.$transaction(async (tx) => {
+    await tx.document.update({
+      where: {
+        id: document.id,
+      },
+      data: {
+        status: DocumentStatus.COMPLETED,
+        completedAt: new Date(),
+      },
+    });
+
     await tx.documentData.update({
       where: {
         id: documentData.id,
@@ -153,9 +177,19 @@ export const sealDocument = async ({
     await sendCompletedEmail({ documentId, requestMetadata });
   }
 
+  const updatedDocument = await prisma.document.findFirstOrThrow({
+    where: {
+      id: document.id,
+    },
+    include: {
+      documentData: true,
+      Recipient: true,
+    },
+  });
+
   await triggerWebhook({
     event: WebhookTriggerEvents.DOCUMENT_COMPLETED,
-    data: document,
+    data: updatedDocument,
     userId: document.userId,
     teamId: document.teamId ?? undefined,
   });

packages/lib/server-only/document/search-documents-with-keyword.ts

@@ -1,7 +1,6 @@
 import { prisma } from '@documenso/prisma';
 import { DocumentStatus } from '@documenso/prisma/client';
-
-import { maskRecipientTokensForDocument } from '../../utils/mask-recipient-tokens-for-document';
+import type { Document, Recipient, User } from '@documenso/prisma/client';
 
 export type SearchDocumentsWithKeywordOptions = {
   query: string;
@@ -79,12 +78,19 @@ export const searchDocumentsWithKeyword = async ({
     take: limit,
   });
 
-  const maskedDocuments = documents.map((document) =>
-    maskRecipientTokensForDocument({
-      document,
-      user,
-    }),
-  );
+  const isOwner = (document: Document, user: User) => document.userId === user.id;
+  const getSigningLink = (recipients: Recipient[], user: User) =>
+    `/sign/${recipients.find((r) => r.email === user.email)?.token}`;
+
+  const maskedDocuments = documents.map((document) => {
+    const { Recipient, ...documentWithoutRecipient } = document;
+
+    return {
+      ...documentWithoutRecipient,
+      path: isOwner(document, user) ? `/documents/${document.id}` : getSigningLink(Recipient, user),
+      value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
+    };
+  });
 
   return maskedDocuments;
 };

packages/lib/server-only/document/send-completed-email.ts

@@ -80,7 +80,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
       text: render(template, { plainText: true }),
       attachments: [
         {
-          filename: document.title,
+          filename: document.title.endsWith('.pdf') ? document.title : document.title + '.pdf',
           content: Buffer.from(completedDocument),
         },
       ],
@@ -130,7 +130,7 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
         text: render(template, { plainText: true }),
         attachments: [
           {
-            filename: document.title,
+            filename: document.title.endsWith('.pdf') ? document.title : document.title + '.pdf',
             content: Buffer.from(completedDocument),
           },
         ],

packages/lib/server-only/document/send-document.tsx

@@ -4,8 +4,11 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import { DocumentInviteEmailTemplate } from '@documenso/email/templates/document-invite';
 import { FROM_ADDRESS, FROM_NAME } from '@documenso/lib/constants/email';
+import { sealDocument } from '@documenso/lib/server-only/document/seal-document';
+import { updateDocument } from '@documenso/lib/server-only/document/update-document';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { renderCustomEmailTemplate } from '@documenso/lib/utils/render-custom-email-template';
 import { prisma } from '@documenso/prisma';
@@ -17,6 +20,8 @@ import {
   RECIPIENT_ROLES_DESCRIPTION,
   RECIPIENT_ROLE_TO_EMAIL_TYPE,
 } from '../../constants/recipient-roles';
+import { getFile } from '../../universal/upload/get-file';
+import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
 export type SendDocumentOptions = {
@@ -65,6 +70,7 @@ export const sendDocument = async ({
     include: {
       Recipient: true,
       documentMeta: true,
+      documentData: true,
     },
   });
 
@@ -82,6 +88,38 @@ export const sendDocument = async ({
     throw new Error('Can not send completed document');
   }
 
+  const { documentData } = document;
+
+  if (!documentData.data) {
+    throw new Error('Document data not found');
+  }
+
+  if (document.formValues) {
+    const file = await getFile(documentData);
+
+    const prefilled = await insertFormValuesInPdf({
+      pdf: Buffer.from(file),
+      formValues: document.formValues as Record<string, string | number | boolean>,
+    });
+
+    const newDocumentData = await putPdfFile({
+      name: document.title,
+      type: 'application/pdf',
+      arrayBuffer: async () => Promise.resolve(prefilled),
+    });
+
+    const result = await prisma.document.update({
+      where: {
+        id: document.id,
+      },
+      data: {
+        documentDataId: newDocumentData.id,
+      },
+    });
+
+    Object.assign(document, result);
+  }
+
   await Promise.all(
     document.Recipient.map(async (recipient) => {
       if (recipient.sendStatus === SendStatus.SENT || recipient.role === RecipientRole.CC) {
@@ -91,6 +129,11 @@ export const sendDocument = async ({
       const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
       const { email, name } = recipient;
+      const selfSigner = email === user.email;
+
+      const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
+        recipient.role
+      ].actionVerb.toLowerCase()} it.`;
 
       const customEmailTemplate = {
         'signer.name': name,
@@ -107,12 +150,20 @@ export const sendDocument = async ({
         inviterEmail: user.email,
         assetBaseUrl,
         signDocumentLink,
-        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        customBody: renderCustomEmailTemplate(
+          selfSigner && !customEmail?.message ? selfSignerCustomEmail : customEmail?.message || '',
+          customEmailTemplate,
+        ),
         role: recipient.role,
+        selfSigner,
       });
 
       const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
 
+      const emailSubject = selfSigner
+        ? `Please ${actionVerb.toLowerCase()} your document`
+        : `Please ${actionVerb.toLowerCase()} this document`;
+
       await prisma.$transaction(
         async (tx) => {
           await mailer.sendMail({
@@ -126,7 +177,7 @@ export const sendDocument = async ({
             },
             subject: customEmail?.subject
               ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-              : `Please ${actionVerb.toLowerCase()} this document`,
+              : emailSubject,
             html: render(template),
             text: render(template, { plainText: true }),
           });
@@ -162,6 +213,31 @@ export const sendDocument = async ({
     }),
   );
 
+  const allRecipientsHaveNoActionToTake = document.Recipient.every(
+    (recipient) => recipient.role === RecipientRole.CC,
+  );
+
+  if (allRecipientsHaveNoActionToTake) {
+    const updatedDocument = await updateDocument({
+      documentId,
+      userId,
+      teamId,
+      data: { status: DocumentStatus.COMPLETED },
+    });
+
+    await sealDocument({ documentId: updatedDocument.id, requestMetadata });
+
+    // Keep the return type the same for the `sendDocument` method
+    return await prisma.document.findFirstOrThrow({
+      where: {
+        id: documentId,
+      },
+      include: {
+        Recipient: true,
+      },
+    });
+  }
+
   const updatedDocument = await prisma.$transaction(async (tx) => {
     if (document.status === DocumentStatus.DRAFT) {
       await tx.documentAuditLog.create({

packages/lib/server-only/field/get-completed-fields-for-document.ts

@@ -0,0 +1,29 @@
+import { prisma } from '@documenso/prisma';
+import { SigningStatus } from '@documenso/prisma/client';
+
+export type GetCompletedFieldsForDocumentOptions = {
+  documentId: number;
+};
+
+export const getCompletedFieldsForDocument = async ({
+  documentId,
+}: GetCompletedFieldsForDocumentOptions) => {
+  return await prisma.field.findMany({
+    where: {
+      documentId,
+      Recipient: {
+        signingStatus: SigningStatus.SIGNED,
+      },
+      inserted: true,
+    },
+    include: {
+      Signature: true,
+      Recipient: {
+        select: {
+          name: true,
+          email: true,
+        },
+      },
+    },
+  });
+};

packages/lib/server-only/field/get-completed-fields-for-token.ts

@@ -0,0 +1,33 @@
+import { prisma } from '@documenso/prisma';
+import { SigningStatus } from '@documenso/prisma/client';
+
+export type GetCompletedFieldsForTokenOptions = {
+  token: string;
+};
+
+export const getCompletedFieldsForToken = async ({ token }: GetCompletedFieldsForTokenOptions) => {
+  return await prisma.field.findMany({
+    where: {
+      Document: {
+        Recipient: {
+          some: {
+            token,
+          },
+        },
+      },
+      Recipient: {
+        signingStatus: SigningStatus.SIGNED,
+      },
+      inserted: true,
+    },
+    include: {
+      Signature: true,
+      Recipient: {
+        select: {
+          name: true,
+          email: true,
+        },
+      },
+    },
+  });
+};

packages/lib/server-only/field/remove-signed-field-with-token.ts

@@ -36,8 +36,8 @@ export const removeSignedFieldWithToken = async ({
     throw new Error(`Document not found for field ${field.id}`);
   }
 
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has already been completed`);
+  if (document.status !== DocumentStatus.PENDING) {
+    throw new Error(`Document ${document.id} must be pending`);
   }
 
   if (recipient?.signingStatus === SigningStatus.SIGNED) {

packages/lib/server-only/field/sign-field-with-token.ts

@@ -58,14 +58,14 @@ export const signFieldWithToken = async ({
     throw new Error(`Recipient not found for field ${field.id}`);
   }
 
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has already been completed`);
-  }
-
   if (document.deletedAt) {
     throw new Error(`Document ${document.id} has been deleted`);
   }
 
+  if (document.status !== DocumentStatus.PENDING) {
+    throw new Error(`Document ${document.id} must be pending for signing`);
+  }
+
   if (recipient?.signingStatus === SigningStatus.SIGNED) {
     throw new Error(`Recipient ${recipient.id} has already signed`);
   }

packages/lib/server-only/htmltopdf/get-certificate-pdf.ts

@@ -0,0 +1,48 @@
+import { DateTime } from 'luxon';
+import type { Browser } from 'playwright';
+import { chromium } from 'playwright';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
+import { encryptSecondaryData } from '../crypto/encrypt';
+
+export type GetCertificatePdfOptions = {
+  documentId: number;
+};
+
+export const getCertificatePdf = async ({ documentId }: GetCertificatePdfOptions) => {
+  const encryptedId = encryptSecondaryData({
+    data: documentId.toString(),
+    expiresAt: DateTime.now().plus({ minutes: 5 }).toJSDate().valueOf(),
+  });
+
+  let browser: Browser;
+
+  if (process.env.NEXT_PRIVATE_BROWSERLESS_URL) {
+    // !: Use CDP rather than the default `connect` method to avoid coupling to the playwright version.
+    // !: Previously we would have to keep the playwright version in sync with the browserless version to avoid errors.
+    browser = await chromium.connectOverCDP(process.env.NEXT_PRIVATE_BROWSERLESS_URL);
+  } else {
+    browser = await chromium.launch();
+  }
+
+  if (!browser) {
+    throw new Error(
+      'Failed to establish a browser, please ensure you have either a Browserless.io url or chromium browser installed',
+    );
+  }
+
+  const page = await browser.newPage();
+
+  await page.goto(`${NEXT_PUBLIC_WEBAPP_URL()}/__htmltopdf/certificate?d=${encryptedId}`, {
+    waitUntil: 'networkidle',
+    timeout: 10_000,
+  });
+
+  const result = await page.pdf({
+    format: 'A4',
+  });
+
+  void browser.close();
+
+  return result;
+};

packages/lib/server-only/pdf/insert-form-values-in-pdf.ts

@@ -0,0 +1,54 @@
+import { PDFCheckBox, PDFDocument, PDFDropdown, PDFRadioGroup, PDFTextField } from 'pdf-lib';
+
+export type InsertFormValuesInPdfOptions = {
+  pdf: Buffer;
+  formValues: Record<string, string | boolean | number>;
+};
+
+export const insertFormValuesInPdf = async ({ pdf, formValues }: InsertFormValuesInPdfOptions) => {
+  const doc = await PDFDocument.load(pdf);
+
+  const form = doc.getForm();
+
+  if (!form) {
+    return pdf;
+  }
+
+  for (const [key, value] of Object.entries(formValues)) {
+    try {
+      const field = form.getField(key);
+
+      if (!field) {
+        continue;
+      }
+
+      if (typeof value === 'boolean' && field instanceof PDFCheckBox) {
+        if (value) {
+          field.check();
+        } else {
+          field.uncheck();
+        }
+      }
+
+      if (field instanceof PDFTextField) {
+        field.setText(value.toString());
+      }
+
+      if (field instanceof PDFDropdown) {
+        field.select(value.toString());
+      }
+
+      if (field instanceof PDFRadioGroup) {
+        field.select(value.toString());
+      }
+    } catch (err) {
+      if (err instanceof Error) {
+        console.error(`Error setting value for field ${key}: ${err.message}`);
+      } else {
+        console.error(`Error setting value for field ${key}`);
+      }
+    }
+  }
+
+  return await doc.save().then((buf) => Buffer.from(buf));
+};

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

@@ -79,6 +79,7 @@ export const createDocumentFromTemplate = async ({
           id: 'asc',
         },
       },
+      documentData: true,
     },
   });
 
@@ -88,6 +89,10 @@ export const createDocumentFromTemplate = async ({
 
       const documentRecipient = document.Recipient.find((doc) => doc.email === recipient?.email);
 
+      if (!documentRecipient) {
+        throw new Error('Recipient not found.');
+      }
+
       return {
         type: field.type,
         page: field.page,
@@ -98,7 +103,7 @@ export const createDocumentFromTemplate = async ({
         customText: field.customText,
         inserted: field.inserted,
         documentId: document.id,
-        recipientId: documentRecipient?.id || null,
+        recipientId: documentRecipient.id,
       };
     }),
   });

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

@@ -81,6 +81,10 @@ export const duplicateTemplate = async ({
         (doc) => doc.email === recipient?.email,
       );
 
+      if (!duplicatedTemplateRecipient) {
+        throw new Error('Recipient not found.');
+      }
+
       return {
         type: field.type,
         page: field.page,
@@ -91,7 +95,7 @@ export const duplicateTemplate = async ({
         customText: field.customText,
         inserted: field.inserted,
         templateId: duplicatedTemplate.id,
-        recipientId: duplicatedTemplateRecipient?.id || null,
+        recipientId: duplicatedTemplateRecipient.id,
       };
     }),
   });

packages/lib/server-only/webhooks/get-webhooks-by-user-id.ts

@@ -4,6 +4,7 @@ export const getWebhooksByUserId = async (userId: number) => {
   return await prisma.webhook.findMany({
     where: {
       userId,
+      teamId: null,
     },
     orderBy: {
       createdAt: 'desc',

packages/lib/types/document-audit-logs.ts

@@ -236,11 +236,29 @@ export const ZDocumentAuditLogEventDocumentFieldInsertedSchema = z.object({
         data: z.string(),
       }),
     ]),
-    fieldSecurity: z
-      .object({
-        type: ZRecipientActionAuthTypesSchema,
-      })
-      .optional(),
+    fieldSecurity: z.preprocess(
+      (input) => {
+        const legacyNoneSecurityType = JSON.stringify({
+          type: 'NONE',
+        });
+
+        // Replace legacy 'NONE' field security type with undefined.
+        if (
+          typeof input === 'object' &&
+          input !== null &&
+          JSON.stringify(input) === legacyNoneSecurityType
+        ) {
+          return undefined;
+        }
+
+        return input;
+      },
+      z
+        .object({
+          type: ZRecipientActionAuthTypesSchema,
+        })
+        .optional(),
+    ),
   }),
 });
 

packages/lib/types/fields.ts

@@ -0,0 +1,3 @@
+import type { getCompletedFieldsForToken } from '../server-only/field/get-completed-fields-for-token';
+
+export type CompletedField = Awaited<ReturnType<typeof getCompletedFieldsForToken>>[number];