chore: let user activily modify next signer

## Description

Add multiple example documents, pending documents, and templates for
both admin and example users

## Changes Made
- Added seeding of multiple example documents and templates for both
example and admin users

## Checklist

- [x] I have tested these changes locally and they work as expected.
- [ ] I have added/updated tests that prove the effectiveness of these
changes.
- [ ] I have updated the documentation to reflect these changes, if
applicable.
- [x] I have followed the project's coding style guidelines.
- [x] I have addressed the code review feedback from the previous
submission, if applicable.

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

@@ -6,7 +6,6 @@ import { useRouter, useSearchParams } from 'next/navigation';
 
 import { msg } from '@lingui/macro';
 import { useLingui } from '@lingui/react';
-import { useSession } from 'next-auth/react';
 
 import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
 import {
@@ -56,7 +55,6 @@ export const EditDocumentForm = ({
   const router = useRouter();
   const searchParams = useSearchParams();
   const team = useOptionalCurrentTeam();
-  const { data: session } = useSession();
 
   const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
 
@@ -75,7 +73,7 @@ export const EditDocumentForm = ({
 
   const { recipients, fields } = document;
 
-  const { mutateAsync: updateDocument } = trpc.document.setSettingsForDocument.useMutation({
+  const { mutateAsync: updateDocument } = trpc.document.updateDocument.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: (newData) => {
       utils.document.getDocumentWithDetailsById.setData(
@@ -87,19 +85,6 @@ export const EditDocumentForm = ({
     },
   });
 
-  const { mutateAsync: setSigningOrderForDocument } =
-    trpc.document.setSigningOrderForDocument.useMutation({
-      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-      onSuccess: (newData) => {
-        utils.document.getDocumentWithDetailsById.setData(
-          {
-            documentId: initialDocument.id,
-          },
-          (oldData) => ({ ...(oldData || initialDocument), ...newData, id: Number(newData.id) }),
-        );
-      },
-    });
-
   const { mutateAsync: addFields } = trpc.field.addFields.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: ({ fields: newFields }) => {
@@ -136,18 +121,6 @@ export const EditDocumentForm = ({
     },
   });
 
-  const { mutateAsync: selfSignDocument } = trpc.document.selfSignDocument.useMutation({
-    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-    onSuccess: (newData) => {
-      utils.document.getDocumentWithDetailsById.setData(
-        {
-          documentId: initialDocument.id,
-        },
-        (oldData) => ({ ...(oldData || initialDocument), ...newData }),
-      );
-    },
-  });
-
   const { mutateAsync: setPasswordForDocument } =
     trpc.document.setPasswordForDocument.useMutation();
 
@@ -230,9 +203,12 @@ export const EditDocumentForm = ({
   const onAddSignersFormSubmit = async (data: TAddSignersFormSchema) => {
     try {
       await Promise.all([
-        setSigningOrderForDocument({
+        updateDocument({
           documentId: document.id,
+          meta: {
             signingOrder: data.signingOrder,
+            modifyNextSigner: data.modifyNextSigner,
+          },
         }),
 
         setRecipients({
@@ -283,22 +259,10 @@ export const EditDocumentForm = ({
         }
       }
 
-      const hasSameOwnerAsRecipient =
-        recipients.length === 1 && recipients[0].email === session?.user?.email;
-
-      if (hasSameOwnerAsRecipient) {
-        await selfSignDocument({
-          documentId: document.id,
-          teamId: team?.id,
-        });
-
-        router.push(`/sign/${recipients[0].token}`);
-      } else {
       // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
 
       setStep('subject');
-      }
     } catch (err) {
       console.error(err);
 
@@ -417,6 +381,7 @@ export const EditDocumentForm = ({
               documentFlow={documentFlow.signers}
               recipients={recipients}
               signingOrder={document.documentMeta?.signingOrder}
+              modifyNextSigner={document.documentMeta?.modifyNextSigner}
               fields={fields}
               isDocumentEnterprise={isDocumentEnterprise}
               onSubmit={onAddSignersFormSubmit}

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

@@ -76,6 +76,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
     ? {
         ...templateMeta,
         signingOrder: templateMeta.signingOrder || DocumentSigningOrder.SEQUENTIAL,
+        modifyNextSigner: templateMeta.modifyNextSigner ?? false,
         documentId: 0,
       }
     : undefined;

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

@@ -15,7 +15,12 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { Recipient } from '@documenso/prisma/client';
-import { type Field, FieldType, RecipientRole } from '@documenso/prisma/client';
+import {
+  DocumentSigningOrder,
+  type Field,
+  FieldType,
+  RecipientRole,
+} from '@documenso/prisma/client';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
@@ -40,6 +45,12 @@ export type SigningFormProps = {
   isRecipientsTurn: boolean;
   allRecipients?: RecipientWithFields[];
   setSelectedSignerId?: (id: number | null) => void;
+  isLastRecipient: boolean;
+};
+
+type SigningFormData = {
+  email?: string;
+  name?: string;
 };
 
 export const SigningForm = ({
@@ -50,6 +61,7 @@ export const SigningForm = ({
   isRecipientsTurn,
   allRecipients = [],
   setSelectedSignerId,
+  isLastRecipient,
 }: SigningFormProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -77,7 +89,7 @@ export const SigningForm = ({
     },
   });
 
-  const { handleSubmit, formState } = useForm();
+  const { handleSubmit, formState } = useForm<SigningFormData>();
 
   // Keep the loading state going if successful since the redirect may take some time.
   const isSubmitting = formState.isSubmitting || formState.isSubmitSuccessful;
@@ -102,20 +114,58 @@ export const SigningForm = ({
     validateFieldsInserted(fieldsRequiringValidation);
   };
 
-  const onFormSubmit = async () => {
+  const completeDocument = async (
+    authOptions?: TRecipientActionAuth,
+    nextSigner?: { email: string; name: string },
+  ) => {
+    const payload = {
+      token: recipient.token,
+      documentId: document.id,
+      authOptions,
+      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
+    };
+
+    await completeDocumentWithToken(payload);
+
+    analytics.capture('App: Recipient has completed signing', {
+      signerId: recipient.id,
+      documentId: document.id,
+      timestamp: new Date().toISOString(),
+    });
+
+    redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${recipient.token}/complete`);
+  };
+
+  const onFormSubmit = async (data: SigningFormData) => {
+    try {
       setValidateUninsertedFields(true);
 
       const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
 
       if (hasSignatureField && !signatureValid) {
-      return;
+        throw new Error('Please provide a valid signature');
       }
 
       if (!isFieldsValid) {
-      return;
+        throw new Error('Please complete all required fields');
       }
 
-    await completeDocument();
+      const nextSigner =
+        data.email && data.name
+          ? {
+              email: data.email,
+              name: data.name,
+            }
+          : undefined;
+
+      await completeDocument(undefined, nextSigner);
+    } catch (error) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while completing the document. Please try again.',
+        variant: 'destructive',
+      });
+    }
   };
 
   const onAssistantFormSubmit = () => {
@@ -143,22 +193,6 @@ export const SigningForm = ({
     }
   };
 
-  const completeDocument = async (authOptions?: TRecipientActionAuth) => {
-    await completeDocumentWithToken({
-      token: recipient.token,
-      documentId: document.id,
-      authOptions,
-    });
-
-    analytics.capture('App: Recipient has completed signing', {
-      signerId: recipient.id,
-      documentId: document.id,
-      timestamp: new Date().toISOString(),
-    });
-
-    redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${recipient.token}/complete`);
-  };
-
   return (
     <div
       className={cn(
@@ -208,12 +242,21 @@ export const SigningForm = ({
 
                   <SignDialog
                     isSubmitting={isSubmitting}
-                    onSignatureComplete={handleSubmit(onFormSubmit)}
+                    onSignatureComplete={async (nextSigner) => {
+                      await handleSubmit(async (formData) =>
+                        onFormSubmit({ ...formData, ...nextSigner }),
+                      )();
+                    }}
                     documentTitle={document.title}
                     fields={fields}
                     fieldsValidated={fieldsValidated}
                     role={recipient.role}
                     disabled={!isRecipientsTurn}
+                    canModifyNextSigner={
+                      document.documentMeta?.modifyNextSigner &&
+                      document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL &&
+                      !isLastRecipient
+                    }
                   />
                 </div>
               </div>
@@ -383,12 +426,21 @@ export const SigningForm = ({
 
                     <SignDialog
                       isSubmitting={isSubmitting}
-                      onSignatureComplete={handleSubmit(onFormSubmit)}
+                      onSignatureComplete={async (nextSigner) => {
+                        await handleSubmit(async (formData) =>
+                          onFormSubmit({ ...formData, ...nextSigner }),
+                        )();
+                      }}
                       documentTitle={document.title}
                       fields={fields}
                       fieldsValidated={fieldsValidated}
                       role={recipient.role}
                       disabled={!isRecipientsTurn}
+                      canModifyNextSigner={
+                        document.documentMeta?.modifyNextSigner &&
+                        document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL &&
+                        !isLastRecipient
+                      }
                     />
                   </div>
                 </fieldset>

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

@@ -9,6 +9,7 @@ import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-re
 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 { getIsLastRecipient } from '@documenso/lib/server-only/recipient/get-is-last-recipient';
 import { getIsRecipientsTurnToSign } from '@documenso/lib/server-only/recipient/get-is-recipient-turn';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
@@ -44,7 +45,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
 
-  const [document, recipient, fields, completedFields] = await Promise.all([
+  const [document, recipient, fields, completedFields, isLastRecipient] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
       userId: user?.id,
@@ -53,6 +54,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     getRecipientByToken({ token }).catch(() => null),
     getFieldsForToken({ token }),
     getCompletedFieldsForToken({ token }),
+    getIsLastRecipient({ token }),
   ]);
 
   if (
@@ -169,6 +171,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
           completedFields={completedFields}
           isRecipientsTurn={isRecipientsTurn}
           allRecipients={allRecipients}
+          isLastRecipient={isLastRecipient}
         />
       </DocumentAuthProvider>
     </SigningProvider>

apps/web/src/app/(signing)/sign/[token]/recipient-context.tsx

@@ -37,11 +37,6 @@ export const RecipientProvider = ({
   recipient,
   targetSigner = null,
 }: RecipientProviderProps) => {
-  // console.log({
-  //   recipient,
-  //   targetSigner,
-  //   isAssistantMode: !!targetSigner,
-  // });
   return (
     <RecipientContext.Provider
       value={{

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

@@ -1,18 +1,36 @@
+'use client';
+
 import { useMemo, useState } from 'react';
 
+import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/macro';
+import { ArrowRight } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
 
 import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import type { Field } from '@documenso/prisma/client';
 import { RecipientRole } from '@documenso/prisma/client';
+import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
   Dialog,
+  DialogClose,
   DialogContent,
   DialogFooter,
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
 
 import { SigningDisclosure } from '~/components/general/signing-disclosure';
 
@@ -21,12 +39,26 @@ export type SignDialogProps = {
   documentTitle: string;
   fields: Field[];
   fieldsValidated: () => void | Promise<void>;
-  onSignatureComplete: () => void | Promise<void>;
+  onSignatureComplete: (nextSigner?: { email?: string; name?: string }) => void | Promise<void>;
   role: RecipientRole;
   disabled?: boolean;
+  canModifyNextSigner?: boolean;
 };
 
-export const SignDialog = ({
+const formSchema = z.object({
+  modifyNextSigner: z.boolean().default(false),
+  nextSigner: z
+    .object({
+      email: z.string().email({ message: 'Please enter a valid email address' }).optional(),
+      name: z.string().optional(),
+    })
+    .optional()
+    .default({}),
+});
+
+type TFormSchema = z.infer<typeof formSchema>;
+
+export function SignDialog({
   isSubmitting,
   documentTitle,
   fields,
@@ -34,7 +66,9 @@ export const SignDialog = ({
   onSignatureComplete,
   role,
   disabled = false,
-}: SignDialogProps) => {
+  canModifyNextSigner = false,
+}: SignDialogProps) {
+  const [step, setStep] = useState(1);
   const [showDialog, setShowDialog] = useState(false);
 
   const isComplete = useMemo(() => !fieldsContainUnsignedRequiredField(fields), [fields]);
@@ -47,7 +81,37 @@ export const SignDialog = ({
     setShowDialog(open);
   };
 
+  const totalSteps = 2;
+
+  const handleContinue = () => {
+    if (step < totalSteps) {
+      setStep(step + 1);
+    }
+  };
+
+  const form = useForm<TFormSchema>({
+    resolver: zodResolver(formSchema),
+  });
+
+  const onFormSubmit = async (data: TFormSchema) => {
+    try {
+      await fieldsValidated();
+
+      await onSignatureComplete({
+        email: data.nextSigner.email?.trim().toLowerCase(),
+        name: data.nextSigner.name?.trim(),
+      });
+
+      setShowDialog(false);
+      form.reset();
+    } catch (err) {
+      console.error(err);
+    }
+  };
+
   return (
+    <>
+      {!canModifyNextSigner ? (
         <Dialog open={showDialog} onOpenChange={handleOpenChange}>
           <DialogTrigger asChild>
             <Button
@@ -136,7 +200,10 @@ export const SignDialog = ({
                   className="flex-1"
                   disabled={!isComplete}
                   loading={isSubmitting}
-              onClick={onSignatureComplete}
+                  onClick={async (e) => {
+                    e.preventDefault();
+                    await onSignatureComplete();
+                  }}
                 >
                   {role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
                   {role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
@@ -146,5 +213,204 @@ export const SignDialog = ({
             </DialogFooter>
           </DialogContent>
         </Dialog>
+      ) : (
+        <Dialog
+          onOpenChange={(open) => {
+            if (open) setStep(1);
+          }}
+        >
+          <DialogTrigger asChild>
+            <Button
+              className="w-full"
+              type="button"
+              size="lg"
+              onClick={fieldsValidated}
+              loading={isSubmitting}
+              disabled={disabled}
+            >
+              {isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
+            </Button>
+          </DialogTrigger>
+          <DialogContent>
+            <DialogTitle>
+              {step === 1 && (
+                <div className="text-foreground text-base font-semibold">
+                  <Trans>
+                    Modify Next Signer <span className="text-muted-foreground">(Optional)</span>
+                  </Trans>
+                </div>
+              )}
+
+              {step === 2 && (
+                <div className="text-foreground text-xl font-semibold">
+                  {role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
+                  {role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
+                  {role === RecipientRole.APPROVER && <Trans>Complete Approval</Trans>}
+                </div>
+              )}
+            </DialogTitle>
+
+            {step === 1 && (
+              <Form {...form}>
+                <form onSubmit={form.handleSubmit(onFormSubmit)} className="flex flex-col gap-y-4">
+                  <FormField
+                    control={form.control}
+                    name="modifyNextSigner"
+                    render={({ field }) => (
+                      <FormItem className="flex flex-row items-center space-x-2 space-y-0">
+                        <FormControl>
+                          <Checkbox checked={field.value} onCheckedChange={field.onChange} />
+                        </FormControl>
+                        <FormLabel className="font-normal">
+                          <Trans>Modify next signer details</Trans>
+                        </FormLabel>
+                      </FormItem>
+                    )}
+                  />
+
+                  {form.watch('modifyNextSigner') && (
+                    <>
+                      <FormField
+                        control={form.control}
+                        name="nextSigner.email"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Next Signer Email</Trans>
+                            </FormLabel>
+                            <FormControl>
+                              <Input type="email" {...field} />
+                            </FormControl>
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="nextSigner.name"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Next Signer Name</Trans>
+                            </FormLabel>
+                            <FormControl>
+                              <Input {...field} />
+                            </FormControl>
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                    </>
+                  )}
+                </form>
+              </Form>
+            )}
+
+            {step === 2 && (
+              <>
+                <div className="text-muted-foreground max-w-[50ch]">
+                  {role === RecipientRole.VIEWER && (
+                    <span>
+                      <Trans>
+                        <span className="inline-flex flex-wrap">
+                          You are about to complete viewing "
+                          <span className="inline-block max-w-[11rem] truncate align-baseline">
+                            {documentTitle}
+                          </span>
+                          ".
+                        </span>
+                        <br /> Are you sure?
+                      </Trans>
+                    </span>
+                  )}
+                  {role === RecipientRole.SIGNER && (
+                    <span>
+                      <Trans>
+                        <span className="inline-flex flex-wrap">
+                          You are about to complete signing "
+                          <span className="inline-block max-w-[11rem] truncate align-baseline">
+                            {documentTitle}
+                          </span>
+                          ".
+                        </span>
+                        <br /> Are you sure?
+                      </Trans>
+                    </span>
+                  )}
+                  {role === RecipientRole.APPROVER && (
+                    <span>
+                      <Trans>
+                        <span className="inline-flex flex-wrap">
+                          You are about to complete approving{' '}
+                          <span className="inline-block max-w-[11rem] truncate align-baseline">
+                            "{documentTitle}"
+                          </span>
+                          .
+                        </span>
+                        <br /> Are you sure?
+                      </Trans>
+                    </span>
+                  )}
+                </div>
+
+                <SigningDisclosure className="mt-4" />
+              </>
+            )}
+
+            <div className="flex flex-col justify-between gap-4 sm:flex-row sm:items-center">
+              <div className="flex justify-center space-x-1.5 max-sm:order-1">
+                {[...Array(totalSteps)].map((_, index) => (
+                  <button
+                    key={index}
+                    onClick={() => setStep(index + 1)}
+                    className={cn(
+                      'bg-primary h-1.5 w-1.5 rounded-full',
+                      index + 1 === step ? 'bg-primary' : 'opacity-20',
+                    )}
+                    type="button"
+                    aria-label={`Go to step ${index + 1}`}
+                  />
+                ))}
+              </div>
+
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="ghost">
+                    Cancel
+                  </Button>
+                </DialogClose>
+
+                {step === 1 && (
+                  <Button className="group" type="button" onClick={handleContinue}>
+                    Next
+                    <ArrowRight
+                      className="-me-1 ms-2 opacity-60 transition-transform group-hover:translate-x-0.5"
+                      size={16}
+                      strokeWidth={2}
+                      aria-hidden="true"
+                    />
+                  </Button>
+                )}
+
+                {step === 2 && (
+                  <Button
+                    type="button"
+                    className="flex-1"
+                    disabled={!isComplete}
+                    loading={isSubmitting}
+                    onClick={form.handleSubmit(onFormSubmit)}
+                  >
+                    {role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
+                    {role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
+                    {role === RecipientRole.APPROVER && <Trans>Approve</Trans>}
+                  </Button>
+                )}
+              </DialogFooter>
+            </div>
+          </DialogContent>
+        </Dialog>
+      )}
+    </>
   );
-};
+}

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

@@ -49,6 +49,7 @@ export type SigningPageViewProps = {
   completedFields: CompletedField[];
   isRecipientsTurn: boolean;
   allRecipients?: RecipientWithFields[];
+  isLastRecipient: boolean;
 };
 
 export const SigningPageView = ({
@@ -58,6 +59,7 @@ export const SigningPageView = ({
   completedFields,
   isRecipientsTurn,
   allRecipients = [],
+  isLastRecipient,
 }: SigningPageViewProps) => {
   const { documentData, documentMeta } = document;
 
@@ -159,6 +161,7 @@ export const SigningPageView = ({
               redirectUrl={documentMeta?.redirectUrl}
               isRecipientsTurn={isRecipientsTurn}
               allRecipients={allRecipients}
+              isLastRecipient={isLastRecipient}
               setSelectedSignerId={setSelectedSignerId}
             />
           </div>

apps/web/src/app/embed/completed.tsx

@@ -10,7 +10,6 @@ export type EmbedDocumentCompletedPageProps = {
 };
 
 export const EmbedDocumentCompleted = ({ name, signature }: EmbedDocumentCompletedPageProps) => {
-  console.log({ signature });
   return (
     <div className="embed--DocumentCompleted relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       <h3 className="text-foreground text-2xl font-semibold">

apps/web/src/components/document/document-history-sheet.tsx

@@ -336,16 +336,6 @@ export const DocumentHistorySheet = ({
                       ]}
                     />
                   ))
-                  .with({ type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN }, ({ data }) => (
-                    <DocumentHistorySheetChanges
-                      values={[
-                        {
-                          key: 'Signed by',
-                          value: data.recipientEmail,
-                        },
-                      ]}
-                    />
-                  ))
                   .with(
                     { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_VISIBILITY_UPDATED },
                     ({ data }) => (

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

@@ -2,9 +2,7 @@ import { expect, test } from '@playwright/test';
 import { DateTime } from 'luxon';
 import path from 'node:path';
 
-import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
-import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recipient-by-id';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentSigningOrder,
@@ -614,7 +612,7 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
       expect(previousRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
     }
 
-    await page.goto(`/sign/${recipient!.token}`);
+    await page.goto(`/sign/${recipient?.token}`);
     await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
 
     await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
@@ -632,22 +630,24 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
     await page.getByRole('button', { name: 'Complete' }).click();
     await page.getByRole('button', { name: 'Sign' }).click();
 
-    await page.waitForURL(`/sign/${recipient!.token}/complete`);
+    await page.waitForURL(`/sign/${recipient?.token}/complete`);
     await expect(page.getByText('Document Signed')).toBeVisible();
 
-    const updatedRecipient = await getRecipientById({
+    const updatedRecipient = await prisma.recipient.findFirst({
-      documentId: document.id,
+      where: { id: recipient?.id },
-      id: recipient!.id,
     });
 
     expect(updatedRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
   }
 
   // Wait for the document to be signed.
-  await expect(async () => {
+  await page.waitForTimeout(5000);
-    const signedDocument = await getDocumentById({ id: document.id, userId: user.id });
+
-    expect(signedDocument?.status).toBe(DocumentStatus.COMPLETED);
+  const finalDocument = await prisma.document.findFirst({
-  }).toPass();
+    where: { id: createdDocument?.id },
+  });
+
+  expect(finalDocument?.status).toBe(DocumentStatus.COMPLETED);
 });
 
 test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode', async ({
@@ -655,7 +655,7 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
 }) => {
   const user = await seedUser();
 
-  const { recipients } = await seedPendingDocumentWithFullFields({
+  const { document, recipients } = await seedPendingDocumentWithFullFields({
     owner: user,
     recipients: ['user1@example.com', 'user2@example.com', 'user3@example.com'],
     fields: [FieldType.SIGNATURE],
@@ -682,85 +682,3 @@ test('[DOCUMENT_FLOW]: should prevent out-of-order signing in sequential mode',
   await expect(page).not.toHaveURL(`/sign/${activeRecipient?.token}/waiting`);
   await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
 });
-
-test('[DOCUMENT_FLOW]: should be able to self sign a document', async ({ page }) => {
-  const user = await seedUser();
-  const document = await seedBlankDocument(user);
-
-  await apiSignin({
-    page,
-    email: user.email,
-    redirectPath: `/documents/${document.id}/edit`,
-  });
-
-  const documentTitle = `Self-Signing-${Date.now()}.pdf`;
-
-  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
-  await page.getByLabel('Title').fill(documentTitle);
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-  await page.getByRole('button', { name: 'Add myself' }).click();
-  await page.getByRole('button', { name: 'Continue' }).click();
-
-  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-
-  await page.getByRole('button', { name: 'Signature' }).click();
-  await page.locator('canvas').click({
-    position: {
-      x: 100,
-      y: 100,
-    },
-  });
-
-  await page.getByRole('button', { name: 'Sign', exact: true }).click();
-
-  const documentRecipients = await prisma.recipient.findMany({
-    where: {
-      documentId: document.id,
-    },
-  });
-
-  const { token, email, id: recipientId } = documentRecipients[0];
-
-  expect(documentRecipients.length).toBe(1);
-  expect(email).toBe(user.email);
-
-  await page.waitForURL(`/sign/${token}`);
-  await expect(page.getByRole('heading', { name: documentTitle })).toBeVisible();
-
-  const { status } = await getDocumentByToken(token);
-  expect(status).toBe(DocumentStatus.PENDING);
-
-  const fields = await prisma.field.findMany({
-    where: { recipientId, documentId: document.id },
-  });
-  const recipientField = fields[0];
-  expect(recipientField).not.toBeNull();
-
-  await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
-
-  const canvas = page.locator('canvas#signature');
-  const box = await canvas.boundingBox();
-  if (box) {
-    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
-    await page.mouse.down();
-    await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
-    await page.mouse.up();
-  }
-
-  await page.getByRole('button', { name: 'Sign', exact: true }).click();
-  await page.getByRole('button', { name: 'Complete' }).click();
-  await page.getByRole('button', { name: 'Sign' }).click();
-
-  await page.waitForURL(`/sign/${token}/complete`);
-  await expect(page.getByText('Document Signed')).toBeVisible();
-
-  const updatedRecipient = await getRecipientById({ documentId: document.id, id: recipientId });
-  expect(updatedRecipient?.signingStatus).toBe(SigningStatus.SIGNED);
-
-  await expect(async () => {
-    const signedDocument = await getDocumentById({ id: document.id, userId: user.id });
-    expect(signedDocument?.status).toBe(DocumentStatus.COMPLETED);
-  }).toPass();
-});

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

@@ -28,6 +28,7 @@ export type CreateDocumentMetaOptions = {
   distributionMethod?: DocumentDistributionMethod;
   typedSignatureEnabled?: boolean;
   language?: SupportedLanguageCodes;
+  modifyNextSigner?: boolean;
   requestMetadata: ApiRequestMetadata;
 };
 
@@ -46,6 +47,7 @@ export const upsertDocumentMeta = async ({
   distributionMethod,
   typedSignatureEnabled,
   language,
+  modifyNextSigner,
   requestMetadata,
 }: CreateDocumentMetaOptions) => {
   const document = await prisma.document.findFirst({
@@ -98,6 +100,7 @@ export const upsertDocumentMeta = async ({
         distributionMethod,
         typedSignatureEnabled,
         language,
+        modifyNextSigner,
       },
       update: {
         subject,
@@ -111,6 +114,7 @@ export const upsertDocumentMeta = async ({
         distributionMethod,
         typedSignatureEnabled,
         language,
+        modifyNextSigner,
       },
     });
 

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

@@ -28,6 +28,10 @@ export type CompleteDocumentWithTokenOptions = {
   userId?: number;
   authOptions?: TRecipientActionAuth;
   requestMetadata?: RequestMetadata;
+  nextSigner?: {
+    email: string;
+    name: string;
+  };
 };
 
 const getDocument = async ({ token, documentId }: CompleteDocumentWithTokenOptions) => {
@@ -51,10 +55,53 @@ const getDocument = async ({ token, documentId }: CompleteDocumentWithTokenOptio
   });
 };
 
+export const delegateNextSigner = async ({
+  documentId,
+  currentRecipientId,
+  nextSigner,
+}: {
+  documentId: number;
+  currentRecipientId: number;
+  nextSigner: { email: string; name: string };
+}) => {
+  const document = await prisma.document.findUnique({
+    where: { id: documentId },
+    include: {
+      recipients: {
+        orderBy: [{ signingOrder: 'asc' }, { id: 'asc' }],
+      },
+    },
+  });
+
+  if (!document) {
+    throw new Error('Document not found');
+  }
+
+  const currentRecipient = document.recipients.find((r) => r.id === currentRecipientId);
+  const nextRecipient = document.recipients.find(
+    (r) => r.signingOrder === (currentRecipient?.signingOrder ?? 0) + 1,
+  );
+
+  if (!nextRecipient) {
+    throw new Error('Next recipient not found');
+  }
+
+  await prisma.recipient.update({
+    where: { id: nextRecipient.id },
+    data: {
+      email: nextSigner.email,
+      name: nextSigner.name,
+    },
+  });
+
+  return nextRecipient;
+};
+
 export const completeDocumentWithToken = async ({
   token,
   documentId,
   requestMetadata,
+  nextSigner,
 }: CompleteDocumentWithTokenOptions) => {
   const document = await getDocument({ token, documentId });
 
@@ -112,6 +159,18 @@ export const completeDocumentWithToken = async ({
   //   throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
   // }
 
+  if (
+    nextSigner &&
+    document.documentMeta?.modifyNextSigner &&
+    document.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL
+  ) {
+    await delegateNextSigner({
+      documentId: document.id,
+      currentRecipientId: recipient.id,
+      nextSigner,
+    });
+  }
+
   await prisma.$transaction(async (tx) => {
     await tx.recipient.update({
       where: {

packages/lib/server-only/document/self-sign-document.ts

@@ -1,177 +0,0 @@
-import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
-import type { ApiRequestMetadata } 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 { prisma } from '@documenso/prisma';
-import { DocumentStatus, RecipientRole, SendStatus, SigningStatus } from '@documenso/prisma/client';
-
-import { jobs } from '../../jobs/client';
-import { getFile } from '../../universal/upload/get-file';
-import { insertFormValuesInPdf } from '../pdf/insert-form-values-in-pdf';
-
-export type SelfSignDocumentOptions = {
-  documentId: number;
-  userId: number;
-  teamId?: number;
-  requestMetadata?: ApiRequestMetadata;
-};
-
-export const selfSignDocument = async ({
-  documentId,
-  userId,
-  teamId,
-  requestMetadata,
-}: SelfSignDocumentOptions) => {
-  const user = await prisma.user.findFirstOrThrow({
-    where: {
-      id: userId,
-    },
-    select: {
-      id: true,
-      name: true,
-      email: true,
-    },
-  });
-
-  const document = await prisma.document.findUnique({
-    where: {
-      id: documentId,
-      ...(teamId
-        ? {
-            team: {
-              id: teamId,
-              members: {
-                some: {
-                  userId,
-                },
-              },
-            },
-          }
-        : {
-            userId,
-            teamId: null,
-          }),
-    },
-    include: {
-      recipients: {
-        orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
-      },
-      documentMeta: true,
-      documentData: true,
-    },
-  });
-
-  if (!document) {
-    throw new Error('Document not found');
-  }
-
-  if (document.recipients.length === 0) {
-    throw new Error('Document has no recipients');
-  }
-
-  if (document.recipients.length !== 1 || document.recipients[0].email !== user.email) {
-    throw new Error('Invalid document for self-signing');
-  }
-
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error('Can not sign completed document');
-  }
-
-  const { documentData } = document;
-
-  if (!documentData || !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),
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      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);
-  }
-
-  const recipientHasNoActionToTake =
-    document.recipients[0].role === RecipientRole.CC ||
-    document.recipients[0].signingStatus === SigningStatus.SIGNED;
-
-  if (recipientHasNoActionToTake) {
-    await jobs.triggerJob({
-      name: 'internal.seal-document',
-      payload: {
-        documentId,
-        requestMetadata: requestMetadata?.requestMetadata,
-      },
-    });
-
-    return await prisma.document.findFirstOrThrow({
-      where: {
-        id: documentId,
-      },
-      include: {
-        recipients: true,
-      },
-    });
-  }
-
-  const updatedDocument = await prisma.$transaction(async (tx) => {
-    if (document.status === DocumentStatus.DRAFT) {
-      await tx.documentAuditLog.create({
-        data: createDocumentAuditLogData({
-          type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN,
-          documentId: document.id,
-          requestMetadata: requestMetadata?.requestMetadata,
-          user,
-          data: {
-            recipientId: document.recipients[0].id,
-            recipientEmail: document.recipients[0].email,
-            recipientName: document.recipients[0].name,
-            recipientRole: document.recipients[0].role,
-          },
-        }),
-      });
-    }
-
-    await tx.recipient.update({
-      where: {
-        id: document.recipients[0].id,
-      },
-      data: {
-        sendStatus: SendStatus.SENT,
-      },
-    });
-
-    return await tx.document.update({
-      where: {
-        id: documentId,
-      },
-      data: {
-        status: DocumentStatus.PENDING,
-      },
-      include: {
-        recipients: true,
-      },
-    });
-  });
-
-  return updatedDocument;
-};

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

@@ -94,7 +94,7 @@ export const sendDocument = async ({
 
   const { documentData } = document;
 
-  if (!documentData || !documentData.data) {
+  if (!documentData.data) {
     throw new Error('Document data not found');
   }
 

packages/lib/server-only/recipient/get-is-last-recipient.ts

@@ -0,0 +1,46 @@
+import { prisma } from '@documenso/prisma';
+import { DocumentSigningOrder, RecipientRole, SigningStatus } from '@documenso/prisma/client';
+
+export type GetIsLastRecipientOptions = {
+  token: string;
+};
+
+export async function getIsLastRecipient({ token }: GetIsLastRecipientOptions) {
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      recipients: {
+        some: {
+          token,
+        },
+      },
+    },
+    include: {
+      documentMeta: true,
+      recipients: {
+        where: {
+          role: {
+            not: RecipientRole.CC,
+          },
+        },
+        orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
+      },
+    },
+  });
+
+  if (document.documentMeta?.signingOrder !== DocumentSigningOrder.SEQUENTIAL) {
+    const unsignedRecipients = document.recipients.filter(
+      (recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
+    );
+
+    return unsignedRecipients.length <= 1;
+  }
+
+  const { recipients } = document;
+  const currentRecipientIndex = recipients.findIndex((r) => r.token === token);
+
+  if (currentRecipientIndex === -1) {
+    return false;
+  }
+
+  return currentRecipientIndex === recipients.length - 1;
+}

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

@@ -13,7 +13,6 @@ import { ZRecipientAccessAuthTypesSchema, ZRecipientActionAuthTypesSchema } from
 export const ZDocumentAuditLogTypeSchema = z.enum([
   // Document actions.
   'EMAIL_SENT',
-  'SELF_SIGN',
 
   // Document modification events.
   'FIELD_CREATED',
@@ -182,14 +181,6 @@ export const ZDocumentAuditLogEventEmailSentSchema = z.object({
   }),
 });
 
-/**
- * Event: Self sign
- */
-export const ZDocumentAuditLogSelfSignSchema = z.object({
-  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN),
-  data: ZBaseRecipientDataSchema,
-});
-
 /**
  * Event: Document completed.
  */
@@ -575,7 +566,6 @@ export const ZDocumentAuditLogBaseSchema = z.object({
 export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
   z.union([
     ZDocumentAuditLogEventEmailSentSchema,
-    ZDocumentAuditLogSelfSignSchema,
     ZDocumentAuditLogEventDocumentCompletedSchema,
     ZDocumentAuditLogEventDocumentCreatedSchema,
     ZDocumentAuditLogEventDocumentDeletedSchema,

packages/lib/types/document.ts

@@ -55,6 +55,7 @@ export const ZDocumentSchema = DocumentSchema.pick({
     typedSignatureEnabled: true,
     language: true,
     emailSettings: true,
+    modifyNextSigner: true,
   }).nullable(),
   recipients: ZRecipientLiteSchema.array(),
   fields: ZFieldSchema.array(),

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

@@ -369,6 +369,16 @@ export const formatDocumentAuditLogAction = (
         identified: result,
       };
     })
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED }, ({ data }) => {
+      const userName = prefix || _(msg`Recipient`);
+
+      const result = msg`${userName} rejected the document`;
+
+      return {
+        anonymous: result,
+        identified: result,
+      };
+    })
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT }, ({ data }) => ({
       anonymous: data.isResending ? msg`Email resent` : msg`Email sent`,
       identified: data.isResending
@@ -379,14 +389,6 @@ export const formatDocumentAuditLogAction = (
       anonymous: msg`Document completed`,
       identified: msg`Document completed`,
     }))
-    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.SELF_SIGN }, () => ({
-      anonymous: msg`Self-signed document`,
-      identified: msg`${prefix} self-signed the document`,
-    }))
-    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED }, ({ data }) => ({
-      anonymous: msg`Document rejected`,
-      identified: msg`${prefix} rejected the document: ${data.reason}`,
-    }))
     .exhaustive();
 
   return {

packages/prisma/migrations/20250213164804_add_modify_next_signer_meta/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "DocumentMeta" ADD COLUMN     "modifyNextSigner" BOOLEAN NOT NULL DEFAULT false;

packages/prisma/migrations/20250214131444_add_modify_signer_to_template_meta/migration.sql

@@ -0,0 +1,2 @@
+-- AlterTable
+ALTER TABLE "TemplateMeta" ADD COLUMN     "modifyNextSigner" BOOLEAN NOT NULL DEFAULT false;

packages/prisma/schema.prisma

@@ -390,6 +390,7 @@ model DocumentMeta {
   document              Document                   @relation(fields: [documentId], references: [id], onDelete: Cascade)
   redirectUrl           String?
   signingOrder          DocumentSigningOrder       @default(PARALLEL)
+  modifyNextSigner      Boolean                    @default(false)
   typedSignatureEnabled Boolean                    @default(true)
   language              String                     @default("en")
   distributionMethod    DocumentDistributionMethod @default(EMAIL)
@@ -659,6 +660,7 @@ model TemplateMeta {
   signingOrder          DocumentSigningOrder?      @default(PARALLEL)
   typedSignatureEnabled Boolean                    @default(true)
   distributionMethod    DocumentDistributionMethod @default(EMAIL)
+  modifyNextSigner      Boolean                    @default(false)
 
   templateId    Int      @unique
   template      Template @relation(fields: [templateId], references: [id], onDelete: Cascade)

packages/prisma/seed/initial-seed.ts

@@ -5,6 +5,18 @@ import { hashSync } from '@documenso/lib/server-only/auth/hash';
 
 import { prisma } from '..';
 import { DocumentDataType, DocumentSource, Role, TeamMemberRole } from '../client';
+import { seedPendingDocument } from './documents';
+import { seedDirectTemplate, seedTemplate } from './templates';
+
+const createDocumentData = async ({ documentData }: { documentData: string }) => {
+  return prisma.documentData.create({
+    data: {
+      type: DocumentDataType.BYTES_64,
+      data: documentData,
+      initialData: documentData,
+    },
+  });
+};
 
 export const seedDatabase = async () => {
   const examplePdf = fs
@@ -39,24 +51,14 @@ export const seedDatabase = async () => {
     update: {},
   });
 
-  const examplePdfData = await prisma.documentData.upsert({
+  for (let i = 1; i <= 4; i++) {
-    where: {
+    const documentData = await createDocumentData({ documentData: examplePdf });
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-    },
-    create: {
-      id: 'clmn0kv5k0000pe04vcqg5zla',
-      type: DocumentDataType.BYTES_64,
-      data: examplePdf,
-      initialData: examplePdf,
-    },
-    update: {},
-  });
 
     await prisma.document.create({
       data: {
         source: DocumentSource.DOCUMENT,
-      title: 'Example Document',
+        title: `Example Document ${i}`,
-      documentDataId: examplePdfData.id,
+        documentDataId: documentData.id,
         userId: exampleUser.id,
         recipients: {
           create: {
@@ -67,6 +69,61 @@ export const seedDatabase = async () => {
         },
       },
     });
+  }
+
+  for (let i = 1; i <= 4; i++) {
+    const documentData = await createDocumentData({ documentData: examplePdf });
+
+    await prisma.document.create({
+      data: {
+        source: DocumentSource.DOCUMENT,
+        title: `Document ${i}`,
+        documentDataId: documentData.id,
+        userId: adminUser.id,
+        recipients: {
+          create: {
+            name: String(exampleUser.name),
+            email: exampleUser.email,
+            token: Math.random().toString(36).slice(2, 9),
+          },
+        },
+      },
+    });
+  }
+
+  await seedPendingDocument(exampleUser, [adminUser], {
+    key: 'example-pending',
+    createDocumentOptions: {
+      title: 'Pending Document',
+    },
+  });
+
+  await seedPendingDocument(adminUser, [exampleUser], {
+    key: 'admin-pending',
+    createDocumentOptions: {
+      title: 'Pending Document',
+    },
+  });
+
+  await Promise.all([
+    seedTemplate({
+      title: 'Template 1',
+      userId: exampleUser.id,
+    }),
+    seedDirectTemplate({
+      title: 'Direct Template 1',
+      userId: exampleUser.id,
+    }),
+
+    seedTemplate({
+      title: 'Template 1',
+      userId: adminUser.id,
+    }),
+    seedDirectTemplate({
+      title: 'Direct Template 1',
+      userId: adminUser.id,
+    }),
+  ]);
 
   const testUsers = [
     'test@documenso.com',

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

@@ -20,7 +20,6 @@ import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/
 import { moveDocumentToTeam } from '@documenso/lib/server-only/document/move-document-to-team';
 import { resendDocument } from '@documenso/lib/server-only/document/resend-document';
 import { searchDocumentsWithKeyword } from '@documenso/lib/server-only/document/search-documents-with-keyword';
-import { selfSignDocument } from '@documenso/lib/server-only/document/self-sign-document';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
 import { updateDocument } from '@documenso/lib/server-only/document/update-document';
 import { symmetricEncrypt } from '@documenso/lib/universal/crypto';
@@ -51,7 +50,6 @@ import {
   ZMoveDocumentToTeamSchema,
   ZResendDocumentMutationSchema,
   ZSearchDocumentsMutationSchema,
-  ZSelfSignDocumentMutationSchema,
   ZSetPasswordForDocumentMutationSchema,
   ZSetSigningOrderForDocumentMutationSchema,
   ZSuccessResponseSchema,
@@ -268,15 +266,14 @@ export const documentRouter = router({
 
   /**
    * @public
-   *
-   * Todo: Refactor to updateDocument.
    */
-  setSettingsForDocument: authenticatedProcedure
+  updateDocument: authenticatedProcedure
     .meta({
       openapi: {
         method: 'POST',
         path: '/document/update',
         summary: 'Update document',
+        description: 'Update an existing document',
         tags: ['Document'],
       },
     })
@@ -288,9 +285,9 @@ export const documentRouter = router({
 
       const userId = ctx.user.id;
 
-      if (Object.values(meta).length > 0) {
+      if (Object.keys(meta).length > 0) {
         await upsertDocumentMeta({
-          userId: ctx.user.id,
+          userId,
           teamId,
           documentId,
           subject: meta.subject,
@@ -303,6 +300,7 @@ export const documentRouter = router({
           distributionMethod: meta.distributionMethod,
           signingOrder: meta.signingOrder,
           emailSettings: meta.emailSettings,
+          modifyNextSigner: meta.modifyNextSigner,
           requestMetadata: ctx.metadata,
         });
       }
@@ -469,28 +467,6 @@ export const documentRouter = router({
       });
     }),
 
-  selfSignDocument: authenticatedProcedure
-    .input(ZSelfSignDocumentMutationSchema)
-    .mutation(async ({ input, ctx }) => {
-      try {
-        const { documentId, teamId } = input;
-
-        return await selfSignDocument({
-          userId: ctx.user.id,
-          documentId,
-          teamId,
-          requestMetadata: ctx.metadata,
-        });
-      } catch (err) {
-        console.error(err);
-
-        throw new TRPCError({
-          code: 'BAD_REQUEST',
-          message: 'We were unable to self sign this document. Please try again later.',
-        });
-      }
-    }),
-
   /**
    * @public
    *

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

@@ -251,6 +251,7 @@ export const ZUpdateDocumentRequestSchema = z.object({
       language: ZDocumentMetaLanguageSchema.optional(),
       typedSignatureEnabled: ZDocumentMetaTypedSignatureEnabledSchema.optional(),
       emailSettings: ZDocumentEmailSettingsSchema.optional(),
+      modifyNextSigner: z.boolean().optional(),
     })
     .optional(),
 });
@@ -293,11 +294,6 @@ export const ZDistributeDocumentRequestSchema = z.object({
     .optional(),
 });
 
-export const ZSelfSignDocumentMutationSchema = z.object({
-  documentId: z.number(),
-  teamId: z.number().optional(),
-});
-
 export const ZDistributeDocumentResponseSchema = ZDocumentLiteSchema;
 
 export const ZSetPasswordForDocumentMutationSchema = z.object({

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

@@ -437,13 +437,14 @@ export const recipientRouter = router({
   completeDocumentWithToken: procedure
     .input(ZCompleteDocumentWithTokenMutationSchema)
     .mutation(async ({ input, ctx }) => {
-      const { token, documentId, authOptions } = input;
+      const { token, documentId, authOptions, nextSigner } = input;
 
       return await completeDocumentWithToken({
         token,
         documentId,
         authOptions,
         userId: ctx.user?.id,
+        nextSigner,
         requestMetadata: extractNextApiRequestMetadata(ctx.req),
       });
     }),

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

@@ -212,6 +212,12 @@ export const ZCompleteDocumentWithTokenMutationSchema = z.object({
   token: z.string(),
   documentId: z.number(),
   authOptions: ZRecipientActionAuthSchema.optional(),
+  nextSigner: z
+    .object({
+      email: z.string().email(),
+      name: z.string(),
+    })
+    .optional(),
 });
 
 export type TCompleteDocumentWithTokenMutationSchema = z.infer<

packages/ui/primitives/document-flow/add-fields.tsx

@@ -21,7 +21,6 @@ import {
   Type,
   User,
 } from 'lucide-react';
-import { useSession } from 'next-auth/react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
 import { prop, sortBy } from 'remeda';
@@ -121,7 +120,6 @@ export const AddFieldsFormPartial = ({
   teamId,
 }: AddFieldsFormProps) => {
   const { toast } = useToast();
-  const { data: session } = useSession();
   const { _ } = useLingui();
 
   const [isMissingSignatureDialogVisible, setIsMissingSignatureDialogVisible] = useState(false);
@@ -560,10 +558,6 @@ export const AddFieldsFormPartial = ({
       );
   }, [recipientsByRole]);
 
-  const hasSameOwnerAsRecipient =
-    recipientsByRole.SIGNER.length === 1 &&
-    recipientsByRole.SIGNER[0].email === session?.user?.email;
-
   const handleAdvancedSettings = () => {
     setShowAdvancedSettings((prev) => !prev);
   };
@@ -1138,7 +1132,6 @@ export const AddFieldsFormPartial = ({
                 documentFlow.onBackStep?.();
               }}
               goBackLabel={canRenderBackButtonAsRemove ? msg`Remove` : undefined}
-              goNextLabel={hasSameOwnerAsRecipient ? msg`Sign` : undefined}
               onGoNextClick={handleGoNextClick}
             />
           </DocumentFlowFormContainerFooter>

packages/ui/primitives/document-flow/add-signers.tsx

@@ -49,6 +49,7 @@ export type AddSignersFormProps = {
   recipients: Recipient[];
   fields: Field[];
   signingOrder?: DocumentSigningOrder | null;
+  modifyNextSigner?: boolean | null;
   isDocumentEnterprise: boolean;
   onSubmit: (_data: TAddSignersFormSchema) => void;
   isDocumentPdfLoaded: boolean;
@@ -59,6 +60,7 @@ export const AddSignersFormPartial = ({
   recipients,
   fields,
   signingOrder,
+  modifyNextSigner,
   isDocumentEnterprise,
   onSubmit,
   isDocumentPdfLoaded,
@@ -107,6 +109,7 @@ export const AddSignersFormPartial = ({
             )
           : defaultRecipients,
       signingOrder: signingOrder || DocumentSigningOrder.PARALLEL,
+      modifyNextSigner: modifyNextSigner ?? false,
     },
   });
 
@@ -404,6 +407,35 @@ export const AddSignersFormPartial = ({
                 </FormItem>
               )}
             />
+
+            {isSigningOrderSequential && (
+              <FormField
+                control={form.control}
+                name="modifyNextSigner"
+                render={({ field }) => (
+                  <FormItem className="mb-6 flex flex-row items-center space-x-2 space-y-0">
+                    <FormControl>
+                      <Checkbox
+                        id="modifyNextSigner"
+                        checked={field.value}
+                        onCheckedChange={(checked) => {
+                          field.onChange(checked);
+                        }}
+                        disabled={isSubmitting || hasDocumentBeenSent}
+                      />
+                    </FormControl>
+
+                    <FormLabel
+                      htmlFor="modifyNextSigner"
+                      className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+                    >
+                      <Trans>Modify next signer</Trans>
+                    </FormLabel>
+                  </FormItem>
+                )}
+              />
+            )}
+
             <DragDropContext
               onDragEnd={onDragEnd}
               sensors={[

packages/ui/primitives/document-flow/add-signers.types.ts

@@ -25,6 +25,7 @@ export const ZAddSignersFormSchema = z
       }),
     ),
     signingOrder: z.nativeEnum(DocumentSigningOrder),
+    modifyNextSigner: z.boolean(),
   })
   .refine(
     (schema) => {

packages/ui/primitives/form/form.tsx

@@ -183,12 +183,12 @@ const FormMessage = React.forwardRef<
 FormMessage.displayName = 'FormMessage';
 
 export {
-  useFormField,
   Form,
-  FormItem,
-  FormLabel,
   FormControl,
   FormDescription,
-  FormMessage,
   FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+  useFormField,
 };