fix: downloaded files should have _signed (#1149)

Modifies the generated filename for the downloaded PDF by appending
"_signed" to the base title.

## Changes Made

- Update the filename in the downloadFile function call to append
"_signed" to the baseTitle variable.

## Testing Performed

Tested the `downloadPDF` function locally to ensure that the downloaded
PDF file has the correct filename with "_signed" appended.

.env.example

@@ -13,6 +13,10 @@ NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
 NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=""
 
+NEXT_PRIVATE_OIDC_WELL_KNOWN=""
+NEXT_PRIVATE_OIDC_CLIENT_ID=""
+NEXT_PRIVATE_OIDC_CLIENT_SECRET=""
+
 # [[URLS]]
 NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
 NEXT_PUBLIC_MARKETING_URL="http://localhost:3001"
@@ -75,7 +79,7 @@ NEXT_PRIVATE_SMTP_APIKEY=
 # OPTIONAL: Defines whether to force the use of TLS.
 NEXT_PRIVATE_SMTP_SECURE=
 # REQUIRED: Defines the sender name to use for the from address.
-NEXT_PRIVATE_SMTP_FROM_NAME="No Reply @ Documenso"
+NEXT_PRIVATE_SMTP_FROM_NAME="Documenso"
 # REQUIRED: Defines the email address to use as the from address.
 NEXT_PRIVATE_SMTP_FROM_ADDRESS="noreply@documenso.com"
 # OPTIONAL: The API key to use for Resend.com

.github/workflows/ci.yml

@@ -41,7 +41,7 @@ jobs:
         uses: docker/setup-buildx-action@v3
 
       - name: Cache Docker layers
-        uses: actions/cache@v3
+        uses: actions/cache@v4
         with:
           path: /tmp/.buildx-cache
           key: ${{ runner.os }}-buildx-${{ github.sha }}

.github/workflows/codeql-analysis.yml

@@ -33,9 +33,9 @@ jobs:
       - uses: ./.github/actions/cache-build
 
       - name: Initialize CodeQL
-        uses: github/codeql-action/init@v2
+        uses: github/codeql-action/init@v3
         with:
           languages: ${{ matrix.language }}
 
       - name: Perform CodeQL Analysis
-        uses: github/codeql-action/analyze@v2
+        uses: github/codeql-action/analyze@v3

.github/workflows/e2e-tests.yml

@@ -33,7 +33,7 @@ jobs:
       - name: Run Playwright tests
         run: npm run ci
 
-      - uses: actions/upload-artifact@v3
+      - uses: actions/upload-artifact@v4
         if: always()
         with:
           name: test-results

.github/workflows/issue-assignee-check.yml

@@ -27,7 +27,7 @@ jobs:
 
       - name: Check Assigned User's Issue Count
         id: parse-comment
-        uses: actions/github-script@v5
+        uses: actions/github-script@v6
         with:
           github-token: ${{ secrets.GITHUB_TOKEN }}
           script: |

.github/workflows/issue-labeler.yml

@@ -0,0 +1,25 @@
+name: Auto Label Assigned Issues
+
+on:
+  issues:
+    types: [assigned]
+
+jobs:
+  label-when-assigned:
+    runs-on: ubuntu-latest
+    steps:
+      - name: Label issue
+        uses: actions/github-script@v6
+        with:
+          github-token: ${{secrets.GITHUB_TOKEN}}
+          script: |
+            const issue = context.issue;
+            // To run only on issues and not on PR
+            if (github.context.payload.issue.pull_request === undefined) {
+              const labelResponse = await github.rest.issues.addLabels({
+                owner: issue.owner,
+                repo: issue.repo,
+                issue_number: issue.number,
+                labels: ['status: assigned']
+              });
+            }

.github/workflows/issue-opened.yml

@@ -17,5 +17,5 @@ jobs:
               issue_number: context.issue.number,
               owner: context.repo.owner,
               repo: context.repo.repo,
-              labels: ["needs triage"]
+              labels: ["status: triage"]
             })

.github/workflows/pr-review-reminder.yml

@@ -2,14 +2,14 @@ name: 'PR Review Reminder'
 
 on:
   pull_request:
-    types: ['opened', 'reopened', 'ready_for_review', 'review_requested']
+    types: ['opened', 'ready_for_review']
 
 permissions:
   pull-requests: write
 
 jobs:
   checkPRs:
-    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
+    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'ready_for_review')
     runs-on: ubuntu-latest
     steps:
       - name: Checkout

.github/workflows/stale.yml

@@ -12,7 +12,7 @@ jobs:
       pull-requests: write
 
     steps:
-      - uses: actions/stale@v4
+      - uses: actions/stale@v5
         with:
           repo-token: ${{ secrets.GITHUB_TOKEN }}
           days-before-pr-stale: 90

.gitpod.yml

@@ -6,7 +6,7 @@ tasks:
       set -a; source .env &&
       export NEXTAUTH_URL="$(gp url 3000)" &&
       export NEXT_PUBLIC_WEBAPP_URL="$(gp url 3000)" &&
-      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)" 
+      export NEXT_PUBLIC_MARKETING_URL="$(gp url 3001)"
     command: npm run d
 
 ports:
@@ -25,20 +25,10 @@ ports:
   - port: 2500
     visibility: private
     onOpen: ignore
-  - port: 54320 
-    visibility: private 
+  - port: 54320
+    visibility: private
     onOpen: ignore
 
-
-github:
-  prebuilds:
-    master: true
-    pullRequests: true
-    pullRequestsFromForks: true
-    addCheck: true
-    addComment: true
-    addBadge: true
-
 vscode:
   extensions:
     - aaron-bond.better-comments
@@ -47,9 +37,5 @@ vscode:
     - esbenp.prettier-vscode
     - mikestead.dotenv
     - unifiedjs.vscode-mdx
-    - GitHub.copilot-chat
-    - GitHub.copilot-labs
-    - GitHub.copilot
     - GitHub.vscode-pull-request-github
     - Prisma.prisma
-    - VisualStudioExptTeam.vscodeintellicode

apps/marketing/next.config.js

@@ -18,6 +18,10 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
+const FONT_NOTO_SANS_BYTES = fs.readFileSync(
+  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
+);
+
 /** @type {import('next').NextConfig} */
 const config = {
   experimental: {
@@ -38,6 +42,7 @@ const config = {
   env: {
     NEXT_PUBLIC_PROJECT: 'marketing',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
+    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {

apps/marketing/src/app/(marketing)/open/monthly-completed-documents-chart.tsx

@@ -3,11 +3,11 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetCompletedDocumentsMonthlyResult } from '@documenso/lib/server-only/user/get-monthly-completed-document';
 
 export type MonthlyCompletedDocumentsChartProps = {
   className?: string;
-  data: GetUserMonthlyGrowthResult;
+  data: GetCompletedDocumentsMonthlyResult;
 };
 
 export const MonthlyCompletedDocumentsChart = ({

apps/marketing/src/app/(marketing)/open/total-signed-documents-chart.tsx

@@ -3,11 +3,11 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetCompletedDocumentsMonthlyResult } from '@documenso/lib/server-only/user/get-monthly-completed-document';
 
 export type TotalSignedDocumentsChartProps = {
   className?: string;
-  data: GetUserMonthlyGrowthResult;
+  data: GetCompletedDocumentsMonthlyResult;
 };
 
 export const TotalSignedDocumentsChart = ({ className, data }: TotalSignedDocumentsChartProps) => {

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',
@@ -247,6 +248,7 @@ export const SinglePlayerClient = () => {
                   recipients={uploadedFile ? [placeholderRecipient] : []}
                   fields={fields}
                   onSubmit={onFieldsSubmit}
+                  canGoBack={true}
                   isDocumentPdfLoaded={true}
                 />
               </fieldset>

apps/marketing/src/components/(marketing)/share-connect-paid-widget-bento.tsx

@@ -70,7 +70,7 @@ export const ShareConnectPaidWidgetBento = ({
           <CardContent className="grid grid-cols-1 gap-8 p-6">
             <p className="text-foreground/80 leading-relaxed">
               <strong className="block">Get paid (Soon).</strong>
-              Integrated payments with stripe so you don’t have to worry about getting paid.
+              Integrated payments with Stripe so you don’t have to worry about getting paid.
             </p>
 
             <div className="flex items-center justify-center p-8">

apps/marketing/src/pages/api/stripe/webhook/index.ts

@@ -13,6 +13,7 @@ import { updateFile } from '@documenso/lib/universal/upload/update-file';
 import { prisma } from '@documenso/prisma';
 import {
   DocumentDataType,
+  DocumentSource,
   DocumentStatus,
   FieldType,
   ReadStatus,
@@ -104,6 +105,7 @@ export default async function handler(req: NextApiRequest, res: NextApiResponse)
 
       const document = await prisma.document.create({
         data: {
+          source: DocumentSource.DOCUMENT,
           title: 'Documenso Supporter Pledge.pdf',
           status: DocumentStatus.COMPLETED,
           userId: user.id,

apps/web/next.config.js

@@ -18,6 +18,10 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
   path.join(__dirname, '../../packages/assets/fonts/caveat.ttf'),
 );
 
+const FONT_NOTO_SANS_BYTES = fs.readFileSync(
+  path.join(__dirname, '../../packages/assets/fonts/noto-sans.ttf'),
+);
+
 /** @type {import('next').NextConfig} */
 const config = {
   output: process.env.DOCKER_OUTPUT ? 'standalone' : undefined,
@@ -42,6 +46,7 @@ const config = {
     APP_VERSION: version,
     NEXT_PUBLIC_PROJECT: 'web',
     FONT_CAVEAT_URI: `data:font/ttf;base64,${FONT_CAVEAT_BYTES.toString('base64')}`,
+    FONT_NOTO_SANS_URI: `data:font/ttf;base64,${FONT_NOTO_SANS_BYTES.toString('base64')}`,
   },
   modularizeImports: {
     'lucide-react': {

apps/web/package.json

@@ -28,6 +28,7 @@
     "cookie-es": "^1.0.0",
     "formidable": "^2.1.1",
     "framer-motion": "^10.12.8",
+    "input-otp": "^1.2.4",
     "lucide-react": "^0.279.0",
     "luxon": "^3.4.0",
     "micro": "^10.0.1",

apps/web/process-env.d.ts

@@ -12,5 +12,9 @@ declare namespace NodeJS {
 
     NEXT_PRIVATE_GOOGLE_CLIENT_ID: string;
     NEXT_PRIVATE_GOOGLE_CLIENT_SECRET: string;
+
+    NEXT_PRIVATE_OIDC_WELL_KNOWN: string;
+    NEXT_PRIVATE_OIDC_CLIENT_ID: string;
+    NEXT_PRIVATE_OIDC_CLIENT_SECRET: string;
   }
 }

apps/web/src/app/(dashboard)/admin/documents/[id]/admin-actions.tsx

@@ -2,7 +2,8 @@
 
 import Link from 'next/link';
 
-import { type Document, DocumentStatus } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
+import { type Document, SigningStatus } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -17,9 +18,10 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type AdminActionsProps = {
   className?: string;
   document: Document;
+  recipients: Recipient[];
 };
 
-export const AdminActions = ({ className, document }: AdminActionsProps) => {
+export const AdminActions = ({ className, document, recipients }: AdminActionsProps) => {
   const { toast } = useToast();
 
   const { mutate: resealDocument, isLoading: isResealDocumentLoading } =
@@ -47,7 +49,9 @@ export const AdminActions = ({ className, document }: AdminActionsProps) => {
             <Button
               variant="outline"
               loading={isResealDocumentLoading}
-              disabled={document.status !== DocumentStatus.COMPLETED}
+              disabled={recipients.some(
+                (recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
+              )}
               onClick={() => resealDocument({ id: document.id })}
             >
               Reseal document

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

@@ -53,7 +53,7 @@ export default async function AdminDocumentDetailsPage({ params }: AdminDocument
 
       <h2 className="text-lg font-semibold">Admin Actions</h2>
 
-      <AdminActions className="mt-2" document={document} />
+      <AdminActions className="mt-2" document={document} recipients={document.Recipient} />
 
       <hr className="my-4" />
       <h2 className="text-lg font-semibold">Recipients</h2>

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

@@ -19,7 +19,7 @@ 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 {
@@ -41,7 +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) => {
@@ -59,9 +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);
 
@@ -127,7 +128,10 @@ export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDro
           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>
@@ -154,15 +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.tsx

@@ -332,6 +332,7 @@ export const EditDocumentForm = ({
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               onSubmit={onAddSettingsFormSubmit}
             />
+
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}

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

@@ -36,11 +36,6 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
   const { user } = await getRequiredServerComponentSession();
 
-  const isDocumentEnterprise = await isUserEnterprise({
-    userId: user.id,
-    teamId: team?.id,
-  });
-
   const document = await getDocumentWithDetailsById({
     id: documentId,
     userId: user.id,
@@ -74,6 +69,11 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     documentMeta.password = securePassword;
   }
 
+  const isDocumentEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
+
   return (
     <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
       <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
@@ -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>

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

@@ -133,7 +133,11 @@ export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageVie
         </div>
 
         <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
-          <DownloadCertificateButton className="mr-2" documentId={document.id} />
+          <DownloadCertificateButton
+            className="mr-2"
+            documentId={document.id}
+            documentStatus={document.status}
+          />
 
           <DownloadAuditLogButton documentId={document.id} />
         </div>

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

@@ -2,6 +2,7 @@
 
 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';
@@ -10,11 +11,13 @@ 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();
 
@@ -69,6 +72,7 @@ export const DownloadCertificateButton = ({
       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" />}

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

@@ -3,6 +3,7 @@
 import { useTransition } from 'react';
 
 import { Loader } from 'lucide-react';
+import { DateTime } from 'luxon';
 import { useSession } from 'next-auth/react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
@@ -29,7 +30,7 @@ export type DocumentsDataTableProps = {
     }
   >;
   showSenderColumn?: boolean;
-  team?: Pick<Team, 'id' | 'url'>;
+  team?: Pick<Team, 'id' | 'url'> & { teamEmail?: string };
 };
 
 export const DocumentsDataTable = ({
@@ -62,7 +63,12 @@ export const DocumentsDataTable = ({
           {
             header: 'Created',
             accessorKey: 'createdAt',
-            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+            cell: ({ row }) => (
+              <LocaleDate
+                date={row.original.createdAt}
+                format={{ ...DateTime.DATETIME_SHORT, hourCycle: 'h12' }}
+              />
+            ),
           },
           {
             header: 'Title',
@@ -76,7 +82,12 @@ 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/[id]/edit-template.tsx

@@ -1,10 +1,14 @@
 'use client';
 
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import {
+  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+  SKIP_QUERY_BATCH_META,
+} from '@documenso/lib/constants/trpc';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -19,52 +23,135 @@ import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-
 import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
 import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
+import { AddTemplateSettingsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-settings';
+import type { TAddTemplateSettingsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-settings.types';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export type EditTemplateFormProps = {
   className?: string;
-  user: User;
-  template: Template;
-  recipients: Recipient[];
-  fields: Field[];
-  documentData: DocumentData;
+  initialTemplate: TemplateWithDetails;
+  isEnterprise: boolean;
   templateRootPath: string;
 };
 
-type EditTemplateStep = 'signers' | 'fields';
-const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+type EditTemplateStep = 'settings' | 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['settings', 'signers', 'fields'];
 
 export const EditTemplateForm = ({
+  initialTemplate,
   className,
-  template,
-  recipients,
-  fields,
-  user: _user,
-  documentData,
+  isEnterprise,
   templateRootPath,
 }: EditTemplateFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
-  const [step, setStep] = useState<EditTemplateStep>('signers');
+  const team = useOptionalCurrentTeam();
+
+  const [step, setStep] = useState<EditTemplateStep>('settings');
+
+  const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
+
+  const utils = trpc.useUtils();
+
+  const { data: template, refetch: refetchTemplate } =
+    trpc.template.getTemplateWithDetailsById.useQuery(
+      {
+        id: initialTemplate.id,
+      },
+      {
+        initialData: initialTemplate,
+        ...SKIP_QUERY_BATCH_META,
+      },
+    );
+
+  const { Recipient: recipients, Field: fields, templateDocumentData } = template;
 
   const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    settings: {
+      title: 'General',
+      description: 'Configure general settings for the template.',
+      stepIndex: 1,
+    },
     signers: {
       title: 'Add Placeholders',
       description: 'Add all relevant placeholders for each recipient.',
-      stepIndex: 1,
+      stepIndex: 2,
     },
     fields: {
       title: 'Add Fields',
       description: 'Add all relevant fields for each recipient.',
-      stepIndex: 2,
+      stepIndex: 3,
     },
   };
 
   const currentDocumentFlow = documentFlow[step];
 
-  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
-  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+  const { mutateAsync: updateTemplateSettings } = trpc.template.updateTemplateSettings.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.template.getTemplateWithDetailsById.setData(
+        {
+          id: initialTemplate.id,
+        },
+        (oldData) => ({ ...(oldData || initialTemplate), ...newData }),
+      );
+    },
+  });
+
+  const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
+    try {
+      await updateTemplateSettings({
+        templateId: template.id,
+        teamId: team?.id,
+        data: {
+          title: data.title,
+          globalAccessAuth: data.globalAccessAuth ?? null,
+          globalActionAuth: data.globalActionAuth ?? null,
+        },
+        meta: data.meta,
+      });
+
+      // Router refresh is here to clear the router cache for when navigating to /documents.
+      router.refresh();
+
+      setStep('signers');
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'An error occurred while updating the document settings.',
+        variant: 'destructive',
+      });
+    }
+  };
 
   const onAddTemplatePlaceholderFormSubmit = async (
     data: TAddTemplatePlacholderRecipientsFormSchema,
@@ -72,9 +159,11 @@ export const EditTemplateForm = ({
     try {
       await addTemplateSigners({
         templateId: template.id,
+        teamId: team?.id,
         signers: data.signers,
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
 
       setStep('fields');
@@ -100,6 +189,9 @@ export const EditTemplateForm = ({
         duration: 5000,
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
+      router.refresh();
+
       router.push(templateRootPath);
     } catch (err) {
       toast({
@@ -110,6 +202,15 @@ export const EditTemplateForm = ({
     }
   };
 
+  /**
+   * Refresh the data in the background when steps change.
+   */
+  useEffect(() => {
+    void refetchTemplate();
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [step]);
+
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -117,7 +218,11 @@ export const EditTemplateForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            key={templateDocumentData.id}
+            documentData={templateDocumentData}
+            onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
+          />
         </CardContent>
       </Card>
 
@@ -135,12 +240,26 @@ export const EditTemplateForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
           >
+            <AddTemplateSettingsFormPartial
+              key={recipients.length}
+              template={template}
+              documentFlow={documentFlow.settings}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddSettingsFormSubmit}
+              isEnterprise={isEnterprise}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
+            />
+
             <AddTemplatePlaceholderRecipientsFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
               recipients={recipients}
               fields={fields}
+              templateDirectLink={template.directLink}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
+              isEnterprise={isEnterprise}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
             <AddTemplateFieldsFormPartial

apps/web/src/app/(dashboard)/templates/[id]/template-direct-link-dialog-wrapper.tsx

@@ -0,0 +1,40 @@
+'use client';
+
+import React, { useState } from 'react';
+
+import { LinkIcon } from 'lucide-react';
+
+import type { Recipient, Template, TemplateDirectLink } from '@documenso/prisma/client';
+import { Button } from '@documenso/ui/primitives/button';
+
+import { TemplateDirectLinkDialog } from '../template-direct-link-dialog';
+
+export type TemplatePageViewProps = {
+  template: Template & { directLink?: TemplateDirectLink | null; Recipient: Recipient[] };
+};
+
+export const TemplateDirectLinkDialogWrapper = ({ template }: TemplatePageViewProps) => {
+  const [isTemplateDirectLinkOpen, setTemplateDirectLinkOpen] = useState(false);
+
+  return (
+    <div>
+      <Button
+        variant="outline"
+        className="px-3"
+        onClick={(e) => {
+          e.preventDefault();
+          setTemplateDirectLinkOpen(true);
+        }}
+      >
+        <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
+        {template.directLink ? 'Manage' : 'Create'} Direct Link
+      </Button>
+
+      <TemplateDirectLinkDialog
+        template={template}
+        open={isTemplateDirectLinkOpen}
+        onOpenChange={setTemplateDirectLinkOpen}
+      />
+    </div>
+  );
+};

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

@@ -5,16 +5,17 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft } from 'lucide-react';
 
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
-import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
-import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { getTemplateWithDetailsById } from '@documenso/lib/server-only/template/get-template-with-details-by-id';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import type { Team } from '@documenso/prisma/client';
 
 import { TemplateType } from '~/components/formatter/template-type';
 
+import { TemplateDirectLinkBadge } from '../template-direct-link-badge';
 import { EditTemplateForm } from './edit-template';
+import { TemplateDirectLinkDialogWrapper } from './template-direct-link-dialog-wrapper';
 
 export type TemplatePageViewProps = {
   params: {
@@ -35,7 +36,7 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
 
   const { user } = await getRequiredServerComponentSession();
 
-  const template = await getTemplateById({
+  const template = await getTemplateWithDetailsById({
     id: templateId,
     userId: user.id,
   }).catch(() => null);
@@ -44,42 +45,47 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
     redirect(templateRootPath);
   }
 
-  const { templateDocumentData } = template;
-
-  const [templateRecipients, templateFields] = await Promise.all([
-    getRecipientsForTemplate({
-      templateId,
-      userId: user.id,
-    }),
-    getFieldsForTemplate({
-      templateId,
-      userId: user.id,
-    }),
-  ]);
+  const isTemplateEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
 
   return (
-    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
-      <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
-        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
-        Templates
-      </Link>
+    <div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
+      <div className="flex flex-col justify-between sm:flex-row">
+        <div>
+          <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
+            <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+            Templates
+          </Link>
 
-      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
-        {template.title}
-      </h1>
+          <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+            {template.title}
+          </h1>
 
-      <div className="mt-2.5 flex items-center gap-x-6">
-        <TemplateType inheritColor type={template.type} className="text-muted-foreground" />
+          <div className="mt-2.5 flex items-center">
+            <TemplateType inheritColor className="text-muted-foreground" type={template.type} />
+
+            {template.directLink?.token && (
+              <TemplateDirectLinkBadge
+                className="ml-4"
+                token={template.directLink.token}
+                enabled={template.directLink.enabled}
+              />
+            )}
+          </div>
+        </div>
+
+        <div className="mt-2 sm:mt-0 sm:self-end">
+          <TemplateDirectLinkDialogWrapper template={template} />
+        </div>
       </div>
 
       <EditTemplateForm
-        className="mt-8"
-        template={template}
-        user={user}
-        recipients={templateRecipients}
-        fields={templateFields}
-        documentData={templateDocumentData}
+        className="mt-6"
+        initialTemplate={template}
         templateRootPath={templateRootPath}
+        isEnterprise={isTemplateEnterprise}
       />
     </div>
   );

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

@@ -4,10 +4,10 @@ import { useState } from 'react';
 
 import Link from 'next/link';
 
-import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
+import { Copy, Edit, MoreHorizontal, Share2Icon, Trash2 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
-import type { Template } from '@documenso/prisma/client';
+import { type FindTemplateRow } from '@documenso/lib/server-only/template/find-templates';
 import {
   DropdownMenu,
   DropdownMenuContent,
@@ -18,9 +18,10 @@ import {
 
 import { DeleteTemplateDialog } from './delete-template-dialog';
 import { DuplicateTemplateDialog } from './duplicate-template-dialog';
+import { TemplateDirectLinkDialog } from './template-direct-link-dialog';
 
 export type DataTableActionDropdownProps = {
-  row: Template;
+  row: FindTemplateRow;
   templateRootPath: string;
   teamId?: number;
 };
@@ -33,6 +34,7 @@ export const DataTableActionDropdown = ({
   const { data: session } = useSession();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isTemplateDirectLinkDialogOpen, setTemplateDirectLinkDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
 
   if (!session) {
@@ -66,6 +68,11 @@ export const DataTableActionDropdown = ({
           Duplicate
         </DropdownMenuItem>
 
+        <DropdownMenuItem onClick={() => setTemplateDirectLinkDialogOpen(true)}>
+          <Share2Icon className="mr-2 h-4 w-4" />
+          Direct link
+        </DropdownMenuItem>
+
         <DropdownMenuItem
           disabled={!isOwner && !isTeamTemplate}
           onClick={() => setDeleteDialogOpen(true)}
@@ -82,6 +89,12 @@ export const DataTableActionDropdown = ({
         onOpenChange={setDuplicateDialogOpen}
       />
 
+      <TemplateDirectLinkDialog
+        template={row}
+        open={isTemplateDirectLinkDialogOpen}
+        onOpenChange={setTemplateDirectLinkDialogOpen}
+      />
+
       <DeleteTemplateDialog
         id={row.id}
         open={isDeleteDialogOpen}

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

@@ -4,32 +4,26 @@ import { useTransition } from 'react';
 
 import Link from 'next/link';
 
-import { AlertTriangle, Loader } from 'lucide-react';
+import { AlertTriangle, Globe2Icon, InfoIcon, Link2Icon, Loader, LockIcon } from 'lucide-react';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import type { Recipient, Template } from '@documenso/prisma/client';
+import type { FindTemplateRow } from '@documenso/lib/server-only/template/find-templates';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
 import { LocaleDate } from '~/components/formatter/locale-date';
 import { TemplateType } from '~/components/formatter/template-type';
 
 import { DataTableActionDropdown } from './data-table-action-dropdown';
 import { DataTableTitle } from './data-table-title';
+import { TemplateDirectLinkBadge } from './template-direct-link-badge';
 import { UseTemplateDialog } from './use-template-dialog';
 
-type TemplateWithRecipient = Template & {
-  Recipient: Recipient[];
-};
-
 type TemplatesDataTableProps = {
-  templates: Array<
-    TemplateWithRecipient & {
-      team: { id: number; url: string } | null;
-    }
-  >;
+  templates: FindTemplateRow[];
   perPage: number;
   page: number;
   totalPages: number;
@@ -48,6 +42,7 @@ export const TemplatesDataTable = ({
   teamId,
 }: TemplatesDataTableProps) => {
   const [isPending, startTransition] = useTransition();
+
   const updateSearchParams = useUpdateSearchParams();
 
   const { remaining } = useLimits();
@@ -88,9 +83,70 @@ export const TemplatesDataTable = ({
             cell: ({ row }) => <DataTableTitle row={row.original} />,
           },
           {
-            header: 'Type',
+            header: () => (
+              <div className="flex flex-row items-center">
+                Type
+                <Tooltip>
+                  <TooltipTrigger>
+                    <InfoIcon className="mx-2 h-4 w-4" />
+                  </TooltipTrigger>
+
+                  <TooltipContent className="text-foreground max-w-md space-y-2 !p-0">
+                    <ul className="text-muted-foreground space-y-0.5 divide-y [&>li]:p-4">
+                      <li>
+                        <h2 className="mb-2 flex flex-row items-center font-semibold">
+                          <Globe2Icon className="mr-2 h-5 w-5 text-green-500 dark:text-green-300" />
+                          Public
+                        </h2>
+
+                        <p>
+                          Public templates are connected to your public profile. Any modifications
+                          to public templates will also appear in your public profile.
+                        </p>
+                      </li>
+                      <li>
+                        <div className="mb-2 flex w-fit flex-row items-center rounded border border-neutral-300 bg-neutral-200 px-1.5 py-0.5 text-xs dark:border-neutral-500 dark:bg-neutral-600">
+                          <Link2Icon className="mr-1 h-3 w-3" />
+                          direct link
+                        </div>
+
+                        <p>
+                          Direct link templates contain one dynamic recipient placeholder. Anyone
+                          with access to this link can sign the document, and it will then appear on
+                          your documents page.
+                        </p>
+                      </li>
+                      <li>
+                        <h2 className="mb-2 flex flex-row items-center font-semibold">
+                          <LockIcon className="mr-2 h-5 w-5 text-blue-600 dark:text-blue-300" />
+                          {teamId ? 'Team Only' : 'Private'}
+                        </h2>
+
+                        <p>
+                          {teamId
+                            ? 'Team only templates are not linked anywhere and are visible only to your team.'
+                            : 'Private templates can only be modified and viewed by you.'}
+                        </p>
+                      </li>
+                    </ul>
+                  </TooltipContent>
+                </Tooltip>
+              </div>
+            ),
             accessorKey: 'type',
-            cell: ({ row }) => <TemplateType type={row.original.type} />,
+            cell: ({ row }) => (
+              <div className="flex flex-row items-center">
+                <TemplateType type="PRIVATE" />
+
+                {row.original.directLink?.token && (
+                  <TemplateDirectLinkBadge
+                    className="ml-2"
+                    token={row.original.directLink.token}
+                    enabled={row.original.directLink.enabled}
+                  />
+                )}
+              </div>
+            ),
           },
           {
             header: 'Actions',

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

@@ -1,48 +1,29 @@
 'use client';
 
-import React, { useEffect, useState } from 'react';
+import React, { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { zodResolver } from '@hookform/resolvers/zod';
-import { FilePlus, X } from 'lucide-react';
+import { FilePlus, Loader } from 'lucide-react';
 import { useSession } from 'next-auth/react';
-import { useForm } from 'react-hook-form';
-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,
 } from '@documenso/ui/primitives/dialog';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  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({
-  name: z.string(),
-});
-
-type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
-
 type NewTemplateDialogProps = {
   teamId?: number;
   templateRootPath: string;
@@ -54,51 +35,20 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
   const { data: session } = useSession();
   const { toast } = useToast();
 
-  const form = useForm<TCreateTemplateFormSchema>({
-    defaultValues: {
-      name: '',
-    },
-    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>();
+  const [isUploadingFile, setIsUploadingFile] = useState(false);
 
   const onFileDrop = async (file: File) => {
-    try {
-      const arrayBuffer = await file.arrayBuffer();
-      const base64String = base64.encode(new Uint8Array(arrayBuffer));
-
-      setUploadedFile({
-        file,
-        fileBase64: `data:application/pdf;base64,${base64String}`,
-      });
-
-      if (!form.getValues('name')) {
-        form.setValue('name', file.name);
-      }
-    } catch {
-      toast({
-        title: 'Something went wrong',
-        description: 'Please try again later.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onSubmit = async (values: TCreateTemplateFormSchema) => {
-    if (!uploadedFile) {
+    if (isUploadingFile) {
       return;
     }
 
-    const file: File = uploadedFile.file;
+    setIsUploadingFile(true);
 
     try {
-      const { type, data } = await putFile(file);
-
+      const { type, data } = await putPdfFile(file);
       const { id: templateDocumentDataId } = await createDocumentData({
         type,
         data,
@@ -106,7 +56,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       const { id } = await createTemplate({
         teamId,
-        title: values.name ? values.name : file.name,
+        title: file.name,
         templateDocumentDataId,
       });
 
@@ -126,25 +76,16 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
         description: 'Please try again later.',
         variant: 'destructive',
       });
+
+      setIsUploadingFile(false);
     }
   };
 
-  const resetForm = () => {
-    if (form.getValues('name') === uploadedFile?.file.name) {
-      form.reset();
-    }
-
-    setUploadedFile(null);
-  };
-
-  useEffect(() => {
-    if (!showNewTemplateDialog) {
-      form.reset();
-    }
-  }, [form, showNewTemplateDialog]);
-
   return (
-    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+    <Dialog
+      open={showNewTemplateDialog}
+      onOpenChange={(value) => !isUploadingFile && setShowNewTemplateDialog(value)}
+    >
       <DialogTrigger asChild>
         <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
@@ -154,81 +95,29 @@ 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">
-              <FormField
-                control={form.control}
-                name="name"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>Name your template</FormLabel>
-                    <FormControl>
-                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
-                    </FormControl>
-                    <FormDescription>
-                      <span className="text-muted-foreground text-xs">
-                        Leave this empty if you would like to use your document's name for the
-                        template
-                      </span>
-                    </FormDescription>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
+        <div className="relative">
+          <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
 
-              <div>
-                <Label htmlFor="template">Upload a Document</Label>
-
-                <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>
-
-                        <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>
-              </div>
-
-              <div className="flex w-full justify-end">
-                <Button loading={isCreatingTemplate} type="submit">
-                  Create Template
-                </Button>
-              </div>
-            </form>
-          </Form>
+          {isUploadingFile && (
+            <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">
+              <Loader className="text-muted-foreground h-12 w-12 animate-spin" />
+            </div>
+          )}
         </div>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isUploadingFile}>
+              Close
+            </Button>
+          </DialogClose>
+        </DialogFooter>
       </DialogContent>
     </Dialog>
   );

apps/web/src/app/(dashboard)/templates/template-direct-link-badge.tsx

@@ -0,0 +1,45 @@
+'use client';
+
+import { Link2Icon } from 'lucide-react';
+
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
+import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
+import { cn } from '@documenso/ui/lib/utils';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type TemplateDirectLinkBadgeProps = {
+  token: string;
+  enabled: boolean;
+  className?: string;
+};
+
+export const TemplateDirectLinkBadge = ({
+  token,
+  enabled,
+  className,
+}: TemplateDirectLinkBadgeProps) => {
+  const [, copy] = useCopyToClipboard();
+  const { toast } = useToast();
+
+  const onCopyClick = async (token: string) =>
+    copy(formatDirectTemplatePath(token)).then(() => {
+      toast({
+        title: 'Copied to clipboard',
+        description: 'The direct link has been copied to your clipboard',
+      });
+    });
+
+  return (
+    <button
+      title="Copy direct link"
+      className={cn(
+        'flex flex-row items-center rounded border border-neutral-300 bg-neutral-200 px-1.5 py-0.5 text-xs dark:border-neutral-500 dark:bg-neutral-600',
+        className,
+      )}
+      onClick={async () => onCopyClick(token)}
+    >
+      <Link2Icon className="mr-1 h-3 w-3" />
+      direct link {!enabled && 'disabled'}
+    </button>
+  );
+};

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

@@ -0,0 +1,448 @@
+import { useEffect, useMemo, useState } from 'react';
+
+import Link from 'next/link';
+import { useRouter } from 'next/navigation';
+
+import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
+import { P, match } from 'ts-pattern';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import {
+  DIRECT_TEMPLATE_DOCUMENTATION,
+  DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+} from '@documenso/lib/constants/template';
+import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
+import {
+  type Recipient,
+  RecipientRole,
+  type Template,
+  type TemplateDirectLink,
+} from '@documenso/prisma/client';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { Switch } from '@documenso/ui/primitives/switch';
+import {
+  Table,
+  TableBody,
+  TableCell,
+  TableHead,
+  TableHeader,
+  TableRow,
+} from '@documenso/ui/primitives/table';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type TemplateDirectLinkDialogProps = {
+  template: Template & {
+    directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
+    Recipient: Recipient[];
+  };
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+type TemplateDirectLinkStep = 'ONBOARD' | 'SELECT_RECIPIENT' | 'MANAGE' | 'CONFIRM_DELETE';
+
+export const TemplateDirectLinkDialog = ({
+  template,
+  open,
+  onOpenChange,
+}: TemplateDirectLinkDialogProps) => {
+  const { toast } = useToast();
+  const { quota, remaining } = useLimits();
+
+  const [, copy] = useCopyToClipboard();
+  const router = useRouter();
+
+  const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
+  const [token, setToken] = useState(template.directLink?.token ?? null);
+  const [selectedRecipientId, setSelectedRecipientId] = useState<number | null>(null);
+  const [currentStep, setCurrentStep] = useState<TemplateDirectLinkStep>(
+    token ? 'MANAGE' : 'ONBOARD',
+  );
+
+  const validDirectTemplateRecipients = useMemo(
+    () => template.Recipient.filter((recipient) => recipient.role !== RecipientRole.CC),
+    [template.Recipient],
+  );
+
+  const {
+    mutateAsync: createTemplateDirectLink,
+    isLoading: isCreatingTemplateDirectLink,
+    reset: resetCreateTemplateDirectLink,
+  } = trpcReact.template.createTemplateDirectLink.useMutation({
+    onSuccess: (data) => {
+      setToken(data.token);
+      setIsEnabled(data.enabled);
+      setCurrentStep('MANAGE');
+
+      router.refresh();
+    },
+    onError: () => {
+      setSelectedRecipientId(null);
+
+      toast({
+        title: 'Something went wrong',
+        description: 'Unable to create direct template access. Please try again later.',
+        variant: 'destructive',
+      });
+    },
+  });
+
+  const { mutateAsync: toggleTemplateDirectLink, isLoading: isTogglingTemplateAccess } =
+    trpcReact.template.toggleTemplateDirectLink.useMutation({
+      onSuccess: (data) => {
+        toast({
+          title: 'Success',
+          description: `Direct link signing has been ${data.enabled ? 'enabled' : 'disabled'}`,
+        });
+      },
+      onError: (_ctx, data) => {
+        toast({
+          title: 'Something went wrong',
+          description: `An error occurred while ${
+            data.enabled ? 'enabling' : 'disabling'
+          } direct link signing.`,
+          variant: 'destructive',
+        });
+      },
+    });
+
+  const { mutateAsync: deleteTemplateDirectLink, isLoading: isDeletingTemplateDirectLink } =
+    trpcReact.template.deleteTemplateDirectLink.useMutation({
+      onSuccess: () => {
+        onOpenChange(false);
+        setToken(null);
+
+        toast({
+          title: 'Success',
+          description: 'Direct template link deleted',
+          duration: 5000,
+        });
+
+        router.refresh();
+        setToken(null);
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          description:
+            'We encountered an error while removing the direct template link. Please try again later.',
+          variant: 'destructive',
+        });
+      },
+    });
+
+  const onCopyClick = async (token: string) =>
+    copy(formatDirectTemplatePath(token)).then(() => {
+      toast({
+        title: 'Copied to clipboard',
+        description: 'The direct link has been copied to your clipboard',
+      });
+    });
+
+  const onRecipientTableRowClick = async (recipientId: number) => {
+    if (isLoading) {
+      return;
+    }
+
+    setSelectedRecipientId(recipientId);
+
+    await createTemplateDirectLink({
+      templateId: template.id,
+      directRecipientId: recipientId,
+    });
+  };
+
+  const isLoading =
+    isCreatingTemplateDirectLink || isTogglingTemplateAccess || isDeletingTemplateDirectLink;
+
+  useEffect(() => {
+    resetCreateTemplateDirectLink();
+    setCurrentStep(token ? 'MANAGE' : 'ONBOARD');
+    setSelectedRecipientId(null);
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <fieldset disabled={isLoading} className="relative">
+        <AnimateGenericFadeInOut motionKey={currentStep}>
+          {match({ token, currentStep })
+            .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
+              <DialogContent>
+                <DialogHeader>
+                  <DialogTitle>Create Direct Signing Link</DialogTitle>
+
+                  <DialogDescription>Here's how it works:</DialogDescription>
+                </DialogHeader>
+
+                <ul className="mt-4 space-y-4 pl-12">
+                  {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
+                    <li className="relative" key={index}>
+                      <div className="absolute -left-12">
+                        <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
+                          {index + 1}
+                        </div>
+                      </div>
+
+                      <h3 className="font-semibold">{step.title}</h3>
+                      <p className="text-muted-foreground mt-1 text-sm">{step.description}</p>
+                    </li>
+                  ))}
+                </ul>
+
+                {remaining.directTemplates === 0 && (
+                  <Alert variant="warning">
+                    <AlertTitle>
+                      Direct template link usage exceeded ({quota.directTemplates}/
+                      {quota.directTemplates})
+                    </AlertTitle>
+                    <AlertDescription>
+                      You have reached the maximum limit of {quota.directTemplates} direct
+                      templates.{' '}
+                      <Link
+                        className="mt-1 block underline underline-offset-4"
+                        href="/settings/billing"
+                      >
+                        Upgrade your account to continue!
+                      </Link>
+                    </AlertDescription>
+                  </Alert>
+                )}
+
+                {remaining.directTemplates !== 0 && (
+                  <DialogFooter className="mx-auto mt-4">
+                    <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
+                      Enable direct link signing
+                    </Button>
+                  </DialogFooter>
+                )}
+              </DialogContent>
+            ))
+            .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
+              <DialogContent className="relative">
+                {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
+                  <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
+                    <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
+                  </div>
+                )}
+
+                <DialogHeader>
+                  <DialogTitle>Choose Direct Link Recipient</DialogTitle>
+
+                  <DialogDescription>
+                    Choose an existing recipient from below to continue
+                  </DialogDescription>
+                </DialogHeader>
+
+                <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
+                  <Table>
+                    <TableHeader>
+                      <TableRow>
+                        <TableHead>Recipient</TableHead>
+                        <TableHead>Role</TableHead>
+                        <TableHead></TableHead>
+                      </TableRow>
+                    </TableHeader>
+                    <TableBody>
+                      {validDirectTemplateRecipients.length === 0 && (
+                        <TableRow>
+                          <TableCell colSpan={3} className="h-16 text-center">
+                            <p className="text-muted-foreground">No valid recipients found</p>
+                          </TableCell>
+                        </TableRow>
+                      )}
+
+                      {validDirectTemplateRecipients.map((row) => (
+                        <TableRow
+                          className="cursor-pointer"
+                          key={row.id}
+                          onClick={async () => onRecipientTableRowClick(row.id)}
+                        >
+                          <TableCell>
+                            <div className="text-muted-foreground text-sm">
+                              <p>{row.name}</p>
+                              <p className="text-muted-foreground/70 text-xs">{row.email}</p>
+                            </div>
+                          </TableCell>
+
+                          <TableCell className="text-muted-foreground text-sm">
+                            {RECIPIENT_ROLES_DESCRIPTION[row.role].roleName}
+                          </TableCell>
+
+                          <TableCell>
+                            {selectedRecipientId === row.id ? (
+                              <CircleDotIcon className="h-5 w-5 text-neutral-300" />
+                            ) : (
+                              <CircleIcon className="h-5 w-5 text-neutral-300" />
+                            )}
+                          </TableCell>
+                        </TableRow>
+                      ))}
+                    </TableBody>
+                  </Table>
+                </div>
+
+                {/* Prevent creating placeholder direct template recipient if the email already exists. */}
+                {!template.Recipient.some(
+                  (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+                ) && (
+                  <DialogFooter className="mx-auto">
+                    <div className="flex flex-col items-center justify-center">
+                      {validDirectTemplateRecipients.length !== 0 && (
+                        <p className="text-muted-foreground text-sm">Or</p>
+                      )}
+
+                      <Button
+                        type="button"
+                        className="mt-2"
+                        loading={isCreatingTemplateDirectLink && !selectedRecipientId}
+                        onClick={async () =>
+                          createTemplateDirectLink({
+                            templateId: template.id,
+                          })
+                        }
+                      >
+                        Create one automatically
+                      </Button>
+                    </div>
+                  </DialogFooter>
+                )}
+              </DialogContent>
+            ))
+            .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
+              <DialogContent className="relative">
+                <DialogHeader>
+                  <DialogTitle>Direct Link Signing</DialogTitle>
+
+                  <DialogDescription>
+                    Manage the direct link signing for this template
+                  </DialogDescription>
+                </DialogHeader>
+
+                <div>
+                  <div className="flex flex-row items-center justify-between">
+                    <Label className="flex flex-row">
+                      Enable Direct Link Signing
+                      <Tooltip>
+                        <TooltipTrigger tabIndex={-1} className="ml-2">
+                          <InfoIcon className="h-4 w-4" />
+                        </TooltipTrigger>
+                        <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                          Disabling direct link signing will prevent anyone from accessing the link.
+                        </TooltipContent>
+                      </Tooltip>
+                    </Label>
+
+                    <Switch
+                      className="mt-2"
+                      checked={isEnabled}
+                      onCheckedChange={(value) => setIsEnabled(value)}
+                    />
+                  </div>
+
+                  <div className="mt-2">
+                    <Label htmlFor="copy-direct-link">Copy Shareable Link</Label>
+
+                    <div className="relative mt-1">
+                      <Input
+                        id="copy-direct-link"
+                        disabled
+                        value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
+                        readOnly
+                        className="pr-12"
+                      />
+
+                      <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
+                        <Button
+                          variant="none"
+                          type="button"
+                          className="h-8 w-8"
+                          onClick={() => void onCopyClick(token)}
+                        >
+                          <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                        </Button>
+                      </div>
+                    </div>
+                  </div>
+                </div>
+
+                <DialogFooter className='mt-4'>
+                  <Button
+                    type="button"
+                    variant="destructive"
+                    className="mr-auto w-full sm:w-auto"
+                    loading={isDeletingTemplateDirectLink}
+                    onClick={() => setCurrentStep('CONFIRM_DELETE')}
+                  >
+                    Remove
+                  </Button>
+
+                  <Button
+                    type="button"
+                    loading={isTogglingTemplateAccess}
+                    onClick={async () =>
+                      toggleTemplateDirectLink({
+                        templateId: template.id,
+                        enabled: isEnabled,
+                      })
+                    }
+                  >
+                    Save
+                  </Button>
+                </DialogFooter>
+              </DialogContent>
+            ))
+            .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
+              <DialogContent className="relative">
+                <DialogHeader>
+                  <DialogTitle>Are you sure?</DialogTitle>
+
+                  <DialogDescription>
+                    Please note that proceeding will remove direct linking recipient and turn it
+                    into a placeholder.
+                  </DialogDescription>
+                </DialogHeader>
+
+                <DialogFooter>
+                  <Button
+                    type="button"
+                    variant="secondary"
+                    onClick={() => setCurrentStep('MANAGE')}
+                  >
+                    Cancel
+                  </Button>
+
+                  <Button
+                    type="button"
+                    variant="destructive"
+                    loading={isDeletingTemplateDirectLink}
+                    onClick={() => void deleteTemplateDirectLink({ templateId: template.id })}
+                  >
+                    Confirm
+                  </Button>
+                </DialogFooter>
+              </DialogContent>
+            ))
+            .otherwise(() => null)}
+        </AnimateGenericFadeInOut>
+      </fieldset>
+    </Dialog>
+  );
+};

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

@@ -1,14 +1,21 @@
+import { useEffect, useState } from 'react';
+
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Plus } from 'lucide-react';
-import { Controller, useFieldArray, useForm } from 'react-hook-form';
+import { InfoIcon, Plus } from 'lucide-react';
+import { useFieldArray, useForm } from 'react-hook-form';
 import * as z from 'zod';
 
+import {
+  TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+  TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+} from '@documenso/lib/constants/template';
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { Recipient } from '@documenso/prisma/client';
-import { RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
   Dialog,
   DialogClose,
@@ -19,24 +26,59 @@ import {
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
-import { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
-import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
 
-const ZAddRecipientsForNewDocumentSchema = z.object({
-  recipients: z.array(
-    z.object({
-      email: z.string().email(),
-      name: z.string(),
-      role: z.nativeEnum(RecipientRole),
-    }),
-  ),
-});
+const ZAddRecipientsForNewDocumentSchema = z
+  .object({
+    sendDocument: z.boolean(),
+    recipients: z.array(
+      z.object({
+        id: z.number(),
+        email: z.string().email(),
+        name: z.string(),
+      }),
+    ),
+  })
+  // Display exactly which rows are duplicates.
+  .superRefine((items, ctx) => {
+    const uniqueEmails = new Map<string, number>();
+
+    for (const [index, recipients] of items.recipients.entries()) {
+      const email = recipients.email.toLowerCase();
+
+      const firstFoundIndex = uniqueEmails.get(email);
+
+      if (firstFoundIndex === undefined) {
+        uniqueEmails.set(email, index);
+        continue;
+      }
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', index, 'email'],
+      });
+
+      ctx.addIssue({
+        code: z.ZodIssueCode.custom,
+        message: 'Emails must be unique',
+        path: ['recipients', firstFoundIndex, 'email'],
+      });
+    }
+  });
 
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
@@ -54,35 +96,33 @@ export function UseTemplateDialog({
   const router = useRouter();
   const { toast } = useToast();
 
+  const [open, setOpen] = useState(false);
+
   const team = useOptionalCurrentTeam();
 
-  const {
-    control,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TAddRecipientsForNewDocumentSchema>({
+  const form = useForm<TAddRecipientsForNewDocumentSchema>({
     resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
     defaultValues: {
-      recipients:
-        recipients.length > 0
-          ? recipients.map((recipient) => ({
-              nativeId: recipient.id,
-              formId: String(recipient.id),
-              name: recipient.name,
-              email: recipient.email,
-              role: recipient.role,
-            }))
-          : [
-              {
-                name: '',
-                email: '',
-                role: RecipientRole.SIGNER,
-              },
-            ],
+      sendDocument: false,
+      recipients: recipients.map((recipient) => {
+        const isRecipientEmailPlaceholder = recipient.email.match(
+          TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
+        );
+
+        const isRecipientNamePlaceholder = recipient.name.match(
+          TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+        );
+
+        return {
+          id: recipient.id,
+          name: !isRecipientNamePlaceholder ? recipient.name : '',
+          email: !isRecipientEmailPlaceholder ? recipient.email : '',
+        };
+      }),
     },
   });
 
-  const { mutateAsync: createDocumentFromTemplate, isLoading: isCreatingDocumentFromTemplate } =
+  const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
   const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
@@ -91,6 +131,7 @@ export function UseTemplateDialog({
         templateId,
         teamId: team?.id,
         recipients: data.recipients,
+        sendDocument: data.sendDocument,
       });
 
       toast({
@@ -101,146 +142,147 @@ export function UseTemplateDialog({
 
       router.push(`${documentRootPath}/${id}`);
     } catch (err) {
-      toast({
+      const error = AppError.parseError(err);
+
+      const toastPayload: Toast = {
         title: 'Error',
         description: 'An error occurred while creating document from template.',
         variant: 'destructive',
-      });
+      };
+
+      if (error.code === 'DOCUMENT_SEND_FAILED') {
+        toastPayload.description = 'The document was created but could not be sent to recipients.';
+      }
+
+      toast(toastPayload);
     }
   };
 
-  const onCreateDocumentFromTemplate = handleSubmit(onSubmit);
-
   const { fields: formRecipients } = useFieldArray({
-    control,
+    control: form.control,
     name: 'recipients',
   });
 
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
   return (
-    <Dialog>
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
-        <Button className="cursor-pointer">
+        <Button variant="outline" className="bg-background">
           <Plus className="-ml-1 mr-2 h-4 w-4" />
           Use Template
         </Button>
       </DialogTrigger>
       <DialogContent className="sm:max-w-lg">
         <DialogHeader>
-          <DialogTitle>Document Recipients</DialogTitle>
-          <DialogDescription>Add the recipients to create the template with.</DialogDescription>
+          <DialogTitle>Create document from template</DialogTitle>
+          <DialogDescription>
+            {recipients.length === 0
+              ? 'A draft document will be created'
+              : 'Add the recipients to create the document with'}
+          </DialogDescription>
         </DialogHeader>
-        <div className="flex flex-col space-y-4">
-          {formRecipients.map((recipient, index) => (
-            <div
-              key={recipient.id}
-              data-native-id={recipient.id}
-              className="flex flex-wrap items-end gap-x-4"
-            >
-              <div className="flex-1">
-                <Label htmlFor={`recipient-${recipient.id}-email`}>
-                  Email
-                  <span className="text-destructive ml-1 inline-block font-medium">*</span>
-                </Label>
 
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.email`}
-                  render={({ field }) => (
-                    <Input
-                      id={`recipient-${recipient.id}-email`}
-                      type="email"
-                      className="bg-background mt-2"
-                      disabled={isSubmitting}
-                      {...field}
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)}>
+            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
+              <div className="custom-scrollbar -m-1 max-h-[60vh] space-y-4 overflow-y-auto p-1">
+                {formRecipients.map((recipient, index) => (
+                  <div className="flex w-full flex-row space-x-4" key={recipient.id}>
+                    <FormField
+                      control={form.control}
+                      name={`recipients.${index}.email`}
+                      render={({ field }) => (
+                        <FormItem className="w-full">
+                          {index === 0 && <FormLabel required>Email</FormLabel>}
+
+                          <FormControl>
+                            <Input {...field} placeholder={recipients[index].email || 'Email'} />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
                     />
-                  )}
-                />
-              </div>
 
-              <div className="flex-1">
-                <Label htmlFor={`recipient-${recipient.id}-name`}>Name</Label>
+                    <FormField
+                      control={form.control}
+                      name={`recipients.${index}.name`}
+                      render={({ field }) => (
+                        <FormItem className="w-full">
+                          {index === 0 && <FormLabel>Name</FormLabel>}
 
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.name`}
-                  render={({ field }) => (
-                    <Input
-                      id={`recipient-${recipient.id}-name`}
-                      type="text"
-                      className="bg-background mt-2"
-                      disabled={isSubmitting}
-                      {...field}
+                          <FormControl>
+                            <Input {...field} placeholder={recipients[index].name || 'Name'} />
+                          </FormControl>
+                          <FormMessage />
+                        </FormItem>
+                      )}
                     />
-                  )}
-                />
+                  </div>
+                ))}
               </div>
 
-              <div className="w-[60px]">
-                <Controller
-                  control={control}
-                  name={`recipients.${index}.role`}
-                  render={({ field: { value, onChange } }) => (
-                    <Select value={value} onValueChange={(x) => onChange(x)}>
-                      <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
+              {recipients.length > 0 && (
+                <div className="mt-4 flex flex-row items-center">
+                  <FormField
+                    control={form.control}
+                    name="sendDocument"
+                    render={({ field }) => (
+                      <FormItem>
+                        <div className="flex flex-row items-center">
+                          <Checkbox
+                            id="sendDocument"
+                            className="h-5 w-5"
+                            checkClassName="dark:text-white text-primary"
+                            checked={field.value}
+                            onCheckedChange={field.onChange}
+                          />
 
-                      <SelectContent className="" align="end">
-                        <SelectItem value={RecipientRole.SIGNER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                            Signer
-                          </div>
-                        </SelectItem>
+                          <label
+                            className="text-muted-foreground ml-2 flex items-center text-sm"
+                            htmlFor="sendDocument"
+                          >
+                            Send document
+                            <Tooltip>
+                              <TooltipTrigger type="button">
+                                <InfoIcon className="mx-1 h-4 w-4" />
+                              </TooltipTrigger>
 
-                        <SelectItem value={RecipientRole.CC}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                            Receives copy
-                          </div>
-                        </SelectItem>
+                              <TooltipContent className="text-muted-foreground z-[99999] max-w-md space-y-2 p-4">
+                                <p>
+                                  The document will be immediately sent to recipients if this is
+                                  checked.
+                                </p>
 
-                        <SelectItem value={RecipientRole.APPROVER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
-                            Approver
-                          </div>
-                        </SelectItem>
+                                <p>Otherwise, the document will be created as a draft.</p>
+                              </TooltipContent>
+                            </Tooltip>
+                          </label>
+                        </div>
+                      </FormItem>
+                    )}
+                  />
+                </div>
+              )}
 
-                        <SelectItem value={RecipientRole.VIEWER}>
-                          <div className="flex items-center">
-                            <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                            Viewer
-                          </div>
-                        </SelectItem>
-                      </SelectContent>
-                    </Select>
-                  )}
-                />
-              </div>
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
+                    Close
+                  </Button>
+                </DialogClose>
 
-              <div className="w-full">
-                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.email} />
-                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.name} />
-              </div>
-            </div>
-          ))}
-        </div>
-
-        <DialogFooter className="justify-end">
-          <DialogClose asChild>
-            <Button type="button" variant="secondary">
-              Close
-            </Button>
-          </DialogClose>
-
-          <Button
-            type="button"
-            loading={isCreatingDocumentFromTemplate}
-            disabled={isCreatingDocumentFromTemplate}
-            onClick={onCreateDocumentFromTemplate}
-          >
-            Create Document
-          </Button>
-        </DialogFooter>
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  {form.getValues('sendDocument') ? 'Create and send' : 'Create as draft'}
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
       </DialogContent>
     </Dialog>
   );

apps/web/src/app/(recipient)/d/[token]/configure-direct-template.tsx

@@ -0,0 +1,158 @@
+'use client';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useSession } from 'next-auth/react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { Field, Recipient } from '@documenso/prisma/client';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
+import {
+  DocumentFlowFormContainerActions,
+  DocumentFlowFormContainerContent,
+  DocumentFlowFormContainerFooter,
+  DocumentFlowFormContainerHeader,
+  DocumentFlowFormContainerStep,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import { ShowFieldItem } from '@documenso/ui/primitives/document-flow/show-field-item';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useStep } from '@documenso/ui/primitives/stepper';
+
+import { useRequiredDocumentAuthContext } from '~/app/(signing)/sign/[token]/document-auth-provider';
+
+const ZConfigureDirectTemplateFormSchema = z.object({
+  email: z.string().email('Email is invalid'),
+});
+
+export type TConfigureDirectTemplateFormSchema = z.infer<typeof ZConfigureDirectTemplateFormSchema>;
+
+export type ConfigureDirectTemplateFormProps = {
+  flowStep: DocumentFlowStep;
+  isDocumentPdfLoaded: boolean;
+  template: TemplateWithDetails;
+  directTemplateRecipient: Recipient & { Field: Field[] };
+  initialEmail?: string;
+  onSubmit: (_data: TConfigureDirectTemplateFormSchema) => void;
+};
+
+export const ConfigureDirectTemplateFormPartial = ({
+  flowStep,
+  isDocumentPdfLoaded,
+  template,
+  directTemplateRecipient,
+  initialEmail,
+  onSubmit,
+}: ConfigureDirectTemplateFormProps) => {
+  const { Recipient } = template;
+  const { derivedRecipientAccessAuth } = useRequiredDocumentAuthContext();
+  const { data: session } = useSession();
+
+  const recipientsWithBlankDirectRecipientEmail = Recipient.map((recipient) => {
+    if (recipient.id === directTemplateRecipient.id) {
+      return {
+        ...recipient,
+        email: '',
+      };
+    }
+
+    return recipient;
+  });
+
+  const form = useForm<TConfigureDirectTemplateFormSchema>({
+    resolver: zodResolver(
+      ZConfigureDirectTemplateFormSchema.superRefine((items, ctx) => {
+        if (template.Recipient.map((recipient) => recipient.email).includes(items.email)) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.custom,
+            message: 'Email cannot already exist in the template',
+            path: ['email'],
+          });
+        }
+      }),
+    ),
+    defaultValues: {
+      email: initialEmail || '',
+    },
+  });
+
+  const { stepIndex, currentStep, totalSteps, previousStep } = useStep();
+
+  return (
+    <>
+      <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
+
+      <DocumentFlowFormContainerContent>
+        {isDocumentPdfLoaded &&
+          directTemplateRecipient.Field.map((field, index) => (
+            <ShowFieldItem
+              key={index}
+              field={field}
+              recipients={recipientsWithBlankDirectRecipientEmail}
+            />
+          ))}
+
+        <Form {...form}>
+          <fieldset
+            className="flex h-full flex-col space-y-6"
+            disabled={form.formState.isSubmitting}
+          >
+            <FormField
+              control={form.control}
+              name="email"
+              render={({ field, fieldState }) => (
+                <FormItem>
+                  <FormLabel required>Email</FormLabel>
+
+                  <FormControl>
+                    <Input
+                      {...field}
+                      disabled={
+                        field.disabled ||
+                        derivedRecipientAccessAuth !== null ||
+                        session?.user.email !== undefined
+                      }
+                      placeholder="recipient@documenso.com"
+                    />
+                  </FormControl>
+
+                  {!fieldState.error && (
+                    <p className="text-muted-foreground text-xs">
+                      Enter your email address to receive the completed document.
+                    </p>
+                  )}
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </fieldset>
+        </Form>
+      </DocumentFlowFormContainerContent>
+
+      <DocumentFlowFormContainerFooter>
+        <DocumentFlowFormContainerStep
+          title={flowStep.title}
+          step={currentStep}
+          maxStep={totalSteps}
+        />
+
+        <DocumentFlowFormContainerActions
+          loading={form.formState.isSubmitting}
+          disabled={form.formState.isSubmitting}
+          canGoBack={stepIndex !== 0}
+          onGoBackClick={previousStep}
+          onGoNextClick={form.handleSubmit(onSubmit)}
+        />
+      </DocumentFlowFormContainerFooter>
+    </>
+  );
+};

apps/web/src/app/(recipient)/d/[token]/direct-template.tsx

@@ -0,0 +1,159 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { Field } from '@documenso/prisma/client';
+import { type Recipient } from '@documenso/prisma/client';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
+import { trpc } from '@documenso/trpc/react';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useRequiredDocumentAuthContext } from '~/app/(signing)/sign/[token]/document-auth-provider';
+import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
+
+import type { TConfigureDirectTemplateFormSchema } from './configure-direct-template';
+import { ConfigureDirectTemplateFormPartial } from './configure-direct-template';
+import type { DirectTemplateLocalField } from './sign-direct-template';
+import { SignDirectTemplateForm } from './sign-direct-template';
+
+export type TemplatesDirectPageViewProps = {
+  template: TemplateWithDetails;
+  directTemplateToken: string;
+  directTemplateRecipient: Recipient & { Field: Field[] };
+};
+
+type DirectTemplateStep = 'configure' | 'sign';
+const DirectTemplateSteps: DirectTemplateStep[] = ['configure', 'sign'];
+
+export const DirectTemplatePageView = ({
+  template,
+  directTemplateRecipient,
+  directTemplateToken,
+}: TemplatesDirectPageViewProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { email, setEmail } = useRequiredSigningContext();
+  const { recipient, setRecipient } = useRequiredDocumentAuthContext();
+
+  const [step, setStep] = useState<DirectTemplateStep>('configure');
+  const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
+
+  const recipientRoleDescription = RECIPIENT_ROLES_DESCRIPTION[directTemplateRecipient.role];
+
+  const directTemplateFlow: Record<DirectTemplateStep, DocumentFlowStep> = {
+    configure: {
+      title: 'General',
+      description: 'Preview and configure template.',
+      stepIndex: 1,
+    },
+    sign: {
+      title: `${recipientRoleDescription.actionVerb} document`,
+      description: `${recipientRoleDescription.actionVerb} the document to complete the process.`,
+      stepIndex: 2,
+    },
+  };
+
+  const { mutateAsync: createDocumentFromDirectTemplate } =
+    trpc.template.createDocumentFromDirectTemplate.useMutation();
+
+  /**
+   * Set the email into a temporary recipient so it can be used for reauth and signing email fields.
+   */
+  const onConfigureDirectTemplateSubmit = ({ email }: TConfigureDirectTemplateFormSchema) => {
+    setEmail(email);
+
+    setRecipient({
+      ...recipient,
+      email,
+    });
+
+    setStep('sign');
+  };
+
+  const onSignDirectTemplateSubmit = async (fields: DirectTemplateLocalField[]) => {
+    try {
+      const token = await createDocumentFromDirectTemplate({
+        directTemplateToken,
+        directRecipientEmail: recipient.email,
+        templateUpdatedAt: template.updatedAt,
+        signedFieldValues: fields.map((field) => {
+          if (!field.signedValue) {
+            throw new Error('Invalid configuration');
+          }
+
+          return field.signedValue;
+        }),
+      });
+
+      const redirectUrl = template.templateMeta?.redirectUrl;
+
+      redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${token}/complete`);
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'We were unable to submit this document at this time. Please try again later.',
+        variant: 'destructive',
+      });
+
+      throw err;
+    }
+  };
+
+  const currentDocumentFlow = directTemplateFlow[step];
+
+  return (
+    <div className="grid w-full grid-cols-12 gap-8">
+      <Card
+        className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+        gradient
+      >
+        <CardContent className="p-2">
+          <LazyPDFViewer
+            key={template.id}
+            documentData={template.templateDocumentData}
+            onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
+          />
+        </CardContent>
+      </Card>
+
+      <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+        <DocumentFlowFormContainer
+          className="lg:h-[calc(100vh-6rem)]"
+          onSubmit={(e) => e.preventDefault()}
+        >
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(DirectTemplateSteps[step - 1])}
+          >
+            <ConfigureDirectTemplateFormPartial
+              flowStep={directTemplateFlow.configure}
+              template={template}
+              directTemplateRecipient={directTemplateRecipient}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
+              onSubmit={onConfigureDirectTemplateSubmit}
+              initialEmail={email}
+            />
+
+            <SignDirectTemplateForm
+              flowStep={directTemplateFlow.sign}
+              directRecipient={recipient}
+              directRecipientFields={directTemplateRecipient.Field}
+              template={template}
+              onSubmit={onSignDirectTemplateSubmit}
+            />
+          </Stepper>
+        </DocumentFlowFormContainer>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(recipient)/d/[token]/not-found.tsx

@@ -0,0 +1,33 @@
+'use client';
+
+import Link from 'next/link';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+export default function NotFound() {
+  return (
+    <div className="mx-auto flex min-h-[80vh] w-full items-center justify-center py-32">
+      <div>
+        <p className="text-muted-foreground font-semibold">404 Template not found</p>
+
+        <h1 className="mt-3 text-2xl font-bold md:text-3xl">Oops! Something went wrong.</h1>
+
+        <p className="text-muted-foreground mt-4 text-sm">
+          The template you are looking for may have been disabled, deleted or may have never
+          existed.
+        </p>
+
+        <div className="mt-6 flex gap-x-2.5 gap-y-4 md:items-center">
+          <Button asChild className="w-32">
+            <Link href="/">
+              <ChevronLeft className="mr-2 h-4 w-4" />
+              Go Back
+            </Link>
+          </Button>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(recipient)/d/[token]/page.tsx

@@ -0,0 +1,92 @@
+import { notFound, redirect } from 'next/navigation';
+
+import { UsersIcon } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
+import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+
+import { DocumentAuthProvider } from '~/app/(signing)/sign/[token]/document-auth-provider';
+import { SigningProvider } from '~/app/(signing)/sign/[token]/provider';
+import { truncateTitle } from '~/helpers/truncate-title';
+
+import { DirectTemplatePageView } from './direct-template';
+import { DirectTemplateAuthPageView } from './signing-auth-page';
+
+export type TemplatesDirectPageProps = {
+  params: {
+    token: string;
+  };
+};
+
+export default async function TemplatesDirectPage({ params }: TemplatesDirectPageProps) {
+  const { token } = params;
+
+  if (!token) {
+    redirect('/');
+  }
+
+  const { user } = await getServerComponentSession();
+
+  const template = await getTemplateByDirectLinkToken({
+    token,
+  }).catch(() => null);
+
+  if (!template || !template.directLink?.enabled) {
+    notFound();
+  }
+
+  const directTemplateRecipient = template.Recipient.find(
+    (recipient) => recipient.id === template.directLink?.directTemplateRecipientId,
+  );
+
+  if (!directTemplateRecipient) {
+    notFound();
+  }
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: template.authOptions,
+  });
+
+  // Ensure typesafety when we add more options.
+  const isAccessAuthValid = match(derivedRecipientAccessAuth)
+    .with(DocumentAccessAuth.ACCOUNT, () => user !== null)
+    .with(null, () => true)
+    .exhaustive();
+
+  if (!isAccessAuthValid) {
+    return <DirectTemplateAuthPageView />;
+  }
+
+  return (
+    <SigningProvider email={user?.email} fullName={user?.name} signature={user?.signature}>
+      <DocumentAuthProvider
+        documentAuthOptions={template.authOptions}
+        recipient={directTemplateRecipient}
+        user={user}
+      >
+        <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+          <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+            {truncateTitle(template.title)}
+          </h1>
+
+          <div className="text-muted-foreground mb-8 mt-2.5 flex items-center gap-x-2">
+            <UsersIcon className="h-4 w-4" />
+            <p className="text-muted-foreground/80">
+              {template.Recipient.length}{' '}
+              {template.Recipient.length > 1 ? 'recipients' : 'recipient'}
+            </p>
+          </div>
+
+          <DirectTemplatePageView
+            directTemplateRecipient={directTemplateRecipient}
+            directTemplateToken={template.directLink.token}
+            template={template}
+          />
+        </div>
+      </DocumentAuthProvider>
+    </SigningProvider>
+  );
+}

apps/web/src/app/(recipient)/d/[token]/sign-direct-template.tsx

@@ -0,0 +1,278 @@
+import { useMemo, useState } from 'react';
+
+import { DateTime } from 'luxon';
+import { match } from 'ts-pattern';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } 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 { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
+import type { Field, Recipient, Signature } from '@documenso/prisma/client';
+import { FieldType } from '@documenso/prisma/client';
+import type { TemplateWithDetails } from '@documenso/prisma/types/template';
+import type {
+  TRemovedSignedFieldWithTokenMutationSchema,
+  TSignFieldWithTokenMutationSchema,
+} from '@documenso/trpc/server/field-router/schema';
+import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DocumentFlowFormContainerContent,
+  DocumentFlowFormContainerFooter,
+  DocumentFlowFormContainerHeader,
+  DocumentFlowFormContainerStep,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { useStep } from '@documenso/ui/primitives/stepper';
+
+import { DateField } from '~/app/(signing)/sign/[token]/date-field';
+import { EmailField } from '~/app/(signing)/sign/[token]/email-field';
+import { NameField } from '~/app/(signing)/sign/[token]/name-field';
+import { useRequiredSigningContext } from '~/app/(signing)/sign/[token]/provider';
+import { SignDialog } from '~/app/(signing)/sign/[token]/sign-dialog';
+import { SignatureField } from '~/app/(signing)/sign/[token]/signature-field';
+import { TextField } from '~/app/(signing)/sign/[token]/text-field';
+
+export type SignDirectTemplateFormProps = {
+  flowStep: DocumentFlowStep;
+  directRecipient: Recipient;
+  directRecipientFields: Field[];
+  template: TemplateWithDetails;
+  onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
+};
+
+export type DirectTemplateLocalField = Field & {
+  signedValue?: TSignFieldWithTokenMutationSchema;
+  Signature?: Signature;
+};
+
+export const SignDirectTemplateForm = ({
+  flowStep,
+  directRecipient,
+  directRecipientFields,
+  template,
+  onSubmit,
+}: SignDirectTemplateFormProps) => {
+  const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+
+  const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(directRecipientFields);
+  const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
+  const [isSubmitting, setIsSubmitting] = useState(false);
+
+  const { currentStep, totalSteps, previousStep } = useStep();
+
+  const onSignField = (value: TSignFieldWithTokenMutationSchema) => {
+    setLocalFields(
+      localFields.map((field) => {
+        if (field.id !== value.fieldId) {
+          return field;
+        }
+
+        const tempField: DirectTemplateLocalField = {
+          ...field,
+          customText: value.value,
+          inserted: true,
+          signedValue: value,
+        };
+
+        if (field.type === FieldType.SIGNATURE) {
+          tempField.Signature = {
+            id: 1,
+            created: new Date(),
+            recipientId: 1,
+            fieldId: 1,
+            signatureImageAsBase64: value.value,
+            typedSignature: null,
+          };
+        }
+
+        if (field.type === FieldType.DATE) {
+          tempField.customText = DateTime.now()
+            .setZone(template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE)
+            .toFormat(template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT);
+        }
+        return tempField;
+      }),
+    );
+  };
+
+  const onUnsignField = (value: TRemovedSignedFieldWithTokenMutationSchema) => {
+    setLocalFields(
+      localFields.map((field) => {
+        if (field.id !== value.fieldId) {
+          return field;
+        }
+
+        return {
+          ...field,
+          customText: '',
+          inserted: false,
+          signedValue: undefined,
+          Signature: undefined,
+        };
+      }),
+    );
+  };
+
+  const uninsertedFields = useMemo(() => {
+    return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
+  }, [localFields]);
+
+  const fieldsValidated = () => {
+    setValidateUninsertedFields(true);
+    validateFieldsInserted(localFields);
+  };
+
+  const handleSubmit = async () => {
+    setValidateUninsertedFields(true);
+
+    const isFieldsValid = validateFieldsInserted(localFields);
+
+    if (!isFieldsValid) {
+      return;
+    }
+
+    setIsSubmitting(true);
+
+    try {
+      await onSubmit(localFields);
+    } catch {
+      setIsSubmitting(false);
+    }
+
+    // Do not reset to false since we do a redirect.
+  };
+
+  return (
+    <>
+      <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
+
+      <DocumentFlowFormContainerContent>
+        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+          {validateUninsertedFields && uninsertedFields[0] && (
+            <FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
+              Click to insert field
+            </FieldToolTip>
+          )}
+
+          {localFields.map((field) =>
+            match(field.type)
+              .with(FieldType.SIGNATURE, () => (
+                <SignatureField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.NAME, () => (
+                <NameField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.DATE, () => (
+                <DateField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  dateFormat={template.templateMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                  timezone={template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.EMAIL, () => (
+                <EmailField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .with(FieldType.TEXT, () => (
+                <TextField
+                  key={field.id}
+                  field={field}
+                  recipient={directRecipient}
+                  onSignField={onSignField}
+                  onUnsignField={onUnsignField}
+                />
+              ))
+              .otherwise(() => null),
+          )}
+        </ElementVisible>
+
+        <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
+          <div className="flex flex-1 flex-col gap-y-4">
+            <div>
+              <Label htmlFor="full-name">Full Name</Label>
+
+              <Input
+                id="full-name"
+                value={fullName}
+                onChange={(e) => setFullName(e.target.value.trimStart())}
+              />
+            </div>
+
+            <div>
+              <Label htmlFor="Signature">Signature</Label>
+
+              <Card className="mt-2" gradient degrees={-120}>
+                <CardContent className="p-0">
+                  <SignaturePad
+                    className="h-44 w-full"
+                    disabled={isSubmitting}
+                    defaultValue={signature ?? undefined}
+                    onChange={(value) => {
+                      setSignature(value);
+                    }}
+                  />
+                </CardContent>
+              </Card>
+            </div>
+          </div>
+        </div>
+      </DocumentFlowFormContainerContent>
+
+      <DocumentFlowFormContainerFooter>
+        <DocumentFlowFormContainerStep
+          title={flowStep.title}
+          step={currentStep}
+          maxStep={totalSteps}
+        />
+
+        <div className="mt-4 flex gap-x-4">
+          <Button
+            className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+            size="lg"
+            variant="secondary"
+            disabled={isSubmitting}
+            onClick={previousStep}
+          >
+            Back
+          </Button>
+
+          <SignDialog
+            isSubmitting={isSubmitting}
+            onSignatureComplete={handleSubmit}
+            documentTitle={template.title}
+            fields={localFields}
+            fieldsValidated={fieldsValidated}
+            role={directRecipient.role}
+          />
+        </div>
+      </DocumentFlowFormContainerFooter>
+    </>
+  );
+};

apps/web/src/app/(recipient)/d/[token]/signing-auth-page.tsx

@@ -0,0 +1,54 @@
+'use client';
+
+import { useState } from 'react';
+
+import { signOut } from 'next-auth/react';
+
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export const DirectTemplateAuthPageView = () => {
+  const { toast } = useToast();
+
+  const [isSigningOut, setIsSigningOut] = useState(false);
+
+  const handleChangeAccount = async () => {
+    try {
+      setIsSigningOut(true);
+
+      await signOut({
+        callbackUrl: '/signin',
+      });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'We were unable to log you out at this time.',
+        duration: 10000,
+        variant: 'destructive',
+      });
+    }
+
+    setIsSigningOut(false);
+  };
+
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <h1 className="text-3xl font-semibold">Authentication required</h1>
+
+        <p className="text-muted-foreground mt-2 text-sm">
+          You need to be logged in to view this page.
+        </p>
+
+        <Button
+          className="mt-4 w-full"
+          type="submit"
+          onClick={async () => handleChangeAccount()}
+          loading={isSigningOut}
+        >
+          Login
+        </Button>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(recipient)/layout.tsx

@@ -0,0 +1,38 @@
+import React from 'react';
+
+import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { GetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
+import { getTeams } from '@documenso/lib/server-only/team/get-teams';
+
+import { Header as AuthenticatedHeader } from '~/components/(dashboard)/layout/header';
+import { NextAuthProvider } from '~/providers/next-auth';
+
+type RecipientLayoutProps = {
+  children: React.ReactNode;
+};
+
+/**
+ * A layout to handle scenarios where the user is a recipient of a given resource
+ * where we do not care whether they are authenticated or not.
+ *
+ * Such as direct template access, or signing.
+ */
+export default async function RecipientLayout({ children }: RecipientLayoutProps) {
+  const { user, session } = await getServerComponentSession();
+
+  let teams: GetTeamsResponse = [];
+
+  if (user && session) {
+    teams = await getTeams({ userId: user.id });
+  }
+
+  return (
+    <NextAuthProvider session={session}>
+      <div className="min-h-screen">
+        {user && <AuthenticatedHeader user={user} teams={teams} />}
+
+        <main className="mb-8 mt-8 px-4 md:mb-12 md:mt-12 md:px-8">{children}</main>
+      </div>
+    </NextAuthProvider>
+  );
+}

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

@@ -67,7 +67,7 @@ export default async function CompletedSigningPage({
 
   const isDocumentAccessValid = await isRecipientAuthorized({
     type: 'ACCESS',
-    document,
+    documentAuthOptions: document.authOptions,
     recipient,
     userId: user?.id,
   });
@@ -131,7 +131,7 @@ export default async function CompletedSigningPage({
               </div>
             ))
             .with({ deletedAt: null }, () => (
-              <div className="flex items-center text-center text-blue-600">
+              <div className="mt-4 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>

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

@@ -17,6 +17,10 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
+import type {
+  TRemovedSignedFieldWithTokenMutationSchema,
+  TSignFieldWithTokenMutationSchema,
+} from '@documenso/trpc/server/field-router/schema';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { SigningFieldContainer } from './signing-field-container';
@@ -26,6 +30,8 @@ export type DateFieldProps = {
   recipient: Recipient;
   dateFormat?: string | null;
   timezone?: string | null;
+  onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
+  onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
 export const DateField = ({
@@ -33,6 +39,8 @@ export const DateField = ({
   recipient,
   dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
   timezone = DEFAULT_DOCUMENT_TIME_ZONE,
+  onSignField,
+  onUnsignField,
 }: DateFieldProps) => {
   const router = useRouter();
 
@@ -58,12 +66,19 @@ export const DateField = ({
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
-      await signFieldWithToken({
+      const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
         value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
         authOptions,
-      });
+      };
+
+      if (onSignField) {
+        await onSignField(payload);
+        return;
+      }
+
+      await signFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {
@@ -85,10 +100,17 @@ export const DateField = ({
 
   const onRemove = async () => {
     try {
-      await removeSignedFieldWithToken({
+      const payload: TRemovedSignedFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-      });
+      };
+
+      if (onUnsignField) {
+        await onUnsignField(payload);
+        return;
+      }
+
+      await removeSignedFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {

apps/web/src/app/(signing)/sign/[token]/document-action-auth-2fa.tsx

@@ -18,7 +18,7 @@ import {
   FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
+import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
 
 import { EnableAuthenticatorAppDialog } from '~/components/forms/2fa/enable-authenticator-app-dialog';
 
@@ -138,7 +138,15 @@ export const DocumentActionAuth2FA = ({
                   <FormLabel required>2FA token</FormLabel>
 
                   <FormControl>
-                    <Input {...field} placeholder="Token" />
+                    <PinInput {...field} value={field.value ?? ''} maxLength={6}>
+                      {Array(6)
+                        .fill(null)
+                        .map((_, i) => (
+                          <PinInputGroup key={i}>
+                            <PinInputSlot index={i} />
+                          </PinInputGroup>
+                        ))}
+                    </PinInput>
                   </FormControl>
 
                   <FormMessage />

apps/web/src/app/(signing)/sign/[token]/document-auth-provider.tsx

@@ -34,9 +34,9 @@ type PasskeyData = {
 
 export type DocumentAuthContextValue = {
   executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;
-  document: Document;
+  documentAuthOptions: Document['authOptions'];
   documentAuthOption: TDocumentAuthOptions;
-  setDocument: (_value: Document) => void;
+  setDocumentAuthOptions: (_value: Document['authOptions']) => void;
   recipient: Recipient;
   recipientAuthOption: TRecipientAuthOptions;
   setRecipient: (_value: Recipient) => void;
@@ -69,19 +69,19 @@ export const useRequiredDocumentAuthContext = () => {
 };
 
 export interface DocumentAuthProviderProps {
-  document: Document;
+  documentAuthOptions: Document['authOptions'];
   recipient: Recipient;
   user?: User | null;
   children: React.ReactNode;
 }
 
 export const DocumentAuthProvider = ({
-  document: initialDocument,
+  documentAuthOptions: initialDocumentAuthOptions,
   recipient: initialRecipient,
   user,
   children,
 }: DocumentAuthProviderProps) => {
-  const [document, setDocument] = useState(initialDocument);
+  const [documentAuthOptions, setDocumentAuthOptions] = useState(initialDocumentAuthOptions);
   const [recipient, setRecipient] = useState(initialRecipient);
 
   const [isCurrentlyAuthenticating, setIsCurrentlyAuthenticating] = useState(false);
@@ -95,10 +95,10 @@ export const DocumentAuthProvider = ({
   } = useMemo(
     () =>
       extractDocumentAuthMethods({
-        documentAuth: document.authOptions,
+        documentAuth: documentAuthOptions,
         recipientAuth: recipient.authOptions,
       }),
-    [document, recipient],
+    [documentAuthOptions, recipient],
   );
 
   const passkeyQuery = trpc.auth.findPasskeys.useQuery(
@@ -189,8 +189,8 @@ export const DocumentAuthProvider = ({
     <DocumentAuthContext.Provider
       value={{
         user,
-        document,
-        setDocument,
+        documentAuthOptions,
+        setDocumentAuthOptions,
         executeActionAuthProcedure,
         recipient,
         setRecipient,

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

@@ -12,6 +12,10 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
+import type {
+  TRemovedSignedFieldWithTokenMutationSchema,
+  TSignFieldWithTokenMutationSchema,
+} from '@documenso/trpc/server/field-router/schema';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredSigningContext } from './provider';
@@ -20,9 +24,11 @@ import { SigningFieldContainer } from './signing-field-container';
 export type EmailFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
+  onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const EmailField = ({ field, recipient }: EmailFieldProps) => {
+export const EmailField = ({ field, recipient, onSignField, onUnsignField }: EmailFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -43,13 +49,22 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
-      await signFieldWithToken({
+      const value = providedEmail ?? '';
+
+      const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-        value: providedEmail ?? '',
+        value,
         isBase64: false,
         authOptions,
-      });
+      };
+
+      if (onSignField) {
+        await onSignField(payload);
+        return;
+      }
+
+      await signFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {
@@ -71,10 +86,17 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
 
   const onRemove = async () => {
     try {
-      await removeSignedFieldWithToken({
+      const payload: TRemovedSignedFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-      });
+      };
+
+      if (onUnsignField) {
+        await onUnsignField(payload);
+        return;
+      }
+
+      await removeSignedFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {

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

@@ -145,7 +145,7 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
                   <SignDialog
                     isSubmitting={isSubmitting}
                     onSignatureComplete={handleSubmit(onFormSubmit)}
-                    document={document}
+                    documentTitle={document.title}
                     fields={fields}
                     fieldsValidated={fieldsValidated}
                     role={recipient.role}
@@ -208,7 +208,7 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
                   <SignDialog
                     isSubmitting={isSubmitting}
                     onSignatureComplete={handleSubmit(onFormSubmit)}
-                    document={document}
+                    documentTitle={document.title}
                     fields={fields}
                     fieldsValidated={fieldsValidated}
                     role={recipient.role}

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

@@ -12,6 +12,10 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { type Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
+import type {
+  TRemovedSignedFieldWithTokenMutationSchema,
+  TSignFieldWithTokenMutationSchema,
+} from '@documenso/trpc/server/field-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
@@ -25,9 +29,11 @@ import { SigningFieldContainer } from './signing-field-container';
 export type NameFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
+  onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const NameField = ({ field, recipient }: NameFieldProps) => {
+export const NameField = ({ field, recipient, onSignField, onUnsignField }: NameFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -83,13 +89,20 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
         return;
       }
 
-      await signFieldWithToken({
+      const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
         value,
         isBase64: false,
         authOptions,
-      });
+      };
+
+      if (onSignField) {
+        await onSignField(payload);
+        return;
+      }
+
+      await signFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {
@@ -111,10 +124,17 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
 
   const onRemove = async () => {
     try {
-      await removeSignedFieldWithToken({
+      const payload: TRemovedSignedFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-      });
+      };
+
+      if (onUnsignField) {
+        await onUnsignField(payload);
+        return;
+      }
+
+      await removeSignedFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {

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();
   }
 
@@ -58,7 +65,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
   const isDocumentAccessValid = await isRecipientAuthorized({
     type: 'ACCESS',
-    document,
+    documentAuthOptions: document.authOptions,
     recipient,
     userId: user?.id,
   });
@@ -119,8 +126,17 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
       fullName={user?.email === recipient.email ? user.name : recipient.name}
       signature={user?.email === recipient.email ? user.signature : undefined}
     >
-      <DocumentAuthProvider document={document} recipient={recipient} user={user}>
-        <SigningPageView recipient={recipient} document={document} fields={fields} />
+      <DocumentAuthProvider
+        documentAuthOptions={document.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <SigningPageView
+          recipient={recipient}
+          document={document}
+          fields={fields}
+          completedFields={completedFields}
+        />
       </DocumentAuthProvider>
     </SigningProvider>
   );

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

@@ -1,6 +1,6 @@
 import { useState } from 'react';
 
-import type { Document, Field } from '@documenso/prisma/client';
+import type { Field } from '@documenso/prisma/client';
 import { RecipientRole } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -16,7 +16,7 @@ import { truncateTitle } from '~/helpers/truncate-title';
 
 export type SignDialogProps = {
   isSubmitting: boolean;
-  document: Document;
+  documentTitle: string;
   fields: Field[];
   fieldsValidated: () => void | Promise<void>;
   onSignatureComplete: () => void | Promise<void>;
@@ -25,14 +25,14 @@ export type SignDialogProps = {
 
 export const SignDialog = ({
   isSubmitting,
-  document,
+  documentTitle,
   fields,
   fieldsValidated,
   onSignatureComplete,
   role,
 }: SignDialogProps) => {
   const [showDialog, setShowDialog] = useState(false);
-  const truncatedTitle = truncateTitle(document.title);
+  const truncatedTitle = truncateTitle(documentTitle);
   const isComplete = fields.every((field) => field.inserted);
 
   const handleOpenChange = (open: boolean) => {
@@ -40,18 +40,6 @@ export const SignDialog = ({
       return;
     }
 
-    // Reauth is currently not required for signing the document.
-    // if (isAuthRedirectRequired) {
-    //   await executeActionAuthProcedure({
-    //     actionTarget: 'DOCUMENT',
-    //     onReauthFormSubmit: () => {
-    //       // Do nothing since the user should be redirected.
-    //     },
-    //   });
-
-    //   return;
-    // }
-
     setShowDialog(open);
   };
 

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

@@ -12,6 +12,10 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { type Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
+import type {
+  TRemovedSignedFieldWithTokenMutationSchema,
+  TSignFieldWithTokenMutationSchema,
+} from '@documenso/trpc/server/field-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
 import { Label } from '@documenso/ui/primitives/label';
@@ -29,9 +33,16 @@ type SignatureFieldState = 'empty' | 'signed-image' | 'signed-text';
 export type SignatureFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
+  onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
+export const SignatureField = ({
+  field,
+  recipient,
+  onSignField,
+  onUnsignField,
+}: SignatureFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -105,13 +116,20 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
         return;
       }
 
-      await signFieldWithToken({
+      const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
         value,
         isBase64: true,
         authOptions,
-      });
+      };
+
+      if (onSignField) {
+        await onSignField(payload);
+        return;
+      }
+
+      await signFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {
@@ -133,10 +151,17 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
 
   const onRemove = async () => {
     try {
-      await removeSignedFieldWithToken({
+      const payload: TRemovedSignedFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-      });
+      };
+
+      if (onUnsignField) {
+        await onUnsignField(payload);
+        return;
+      }
+
+      await removeSignedFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {

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/(signing)/sign/[token]/text-field.tsx

@@ -12,6 +12,10 @@ import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
+import type {
+  TRemovedSignedFieldWithTokenMutationSchema,
+  TSignFieldWithTokenMutationSchema,
+} from '@documenso/trpc/server/field-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
@@ -24,9 +28,11 @@ import { SigningFieldContainer } from './signing-field-container';
 export type TextFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
+  onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
 };
 
-export const TextField = ({ field, recipient }: TextFieldProps) => {
+export const TextField = ({ field, recipient, onSignField, onUnsignField }: TextFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -81,13 +87,20 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
         return;
       }
 
-      await signFieldWithToken({
+      const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
         value: localText,
         isBase64: true,
         authOptions,
-      });
+      };
+
+      if (onSignField) {
+        await onSignField(payload);
+        return;
+      }
+
+      await signFieldWithToken(payload);
 
       setLocalCustomText('');
 
@@ -111,10 +124,17 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
 
   const onRemove = async () => {
     try {
-      await removeSignedFieldWithToken({
+      const payload: TRemovedSignedFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-      });
+      };
+
+      if (onUnsignField) {
+        await onUnsignField(payload);
+        return;
+      }
+
+      await removeSignedFieldWithToken(payload);
 
       startTransition(() => router.refresh());
     } catch (err) {

apps/web/src/app/(teams)/t/[teamUrl]/settings/tokens/page.tsx

@@ -1,7 +1,10 @@
 import { DateTime } from 'luxon';
+import { match } from 'ts-pattern';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { GetTeamTokensResponse } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamTokens } from '@documenso/lib/server-only/public-api/get-all-team-tokens';
 import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,7 +26,24 @@ export default async function ApiTokensPage({ params }: ApiTokensPageProps) {
 
   const team = await getTeamByUrl({ userId: user.id, teamUrl });
 
-  const tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
+  let tokens: GetTeamTokensResponse | null = null;
+
+  try {
+    tokens = await getTeamTokens({ userId: user.id, teamId: team.id });
+  } catch (err) {
+    const error = AppError.parseError(err);
+
+    return (
+      <div>
+        <h3 className="text-2xl font-semibold">API Tokens</h3>
+        <p className="text-muted-foreground mt-2 text-sm">
+          {match(error.code)
+            .with(AppErrorCode.UNAUTHORIZED, () => error.message)
+            .otherwise(() => 'Something went wrong.')}
+        </p>
+      </div>
+    );
+  }
 
   return (
     <div>

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/app/(unauthenticated)/signin/page.tsx

@@ -4,7 +4,7 @@ import { redirect } from 'next/navigation';
 
 import { env } from 'next-runtime-env';
 
-import { IS_GOOGLE_SSO_ENABLED } from '@documenso/lib/constants/auth';
+import { IS_GOOGLE_SSO_ENABLED, IS_OIDC_SSO_ENABLED } from '@documenso/lib/constants/auth';
 import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
 
 import { SignInForm } from '~/components/forms/signin';
@@ -37,10 +37,13 @@ export default function SignInPage({ searchParams }: SignInPageProps) {
         <p className="text-muted-foreground mt-2 text-sm">
           Welcome back, we are lucky to have you.
         </p>
-
         <hr className="-mx-6 my-4" />
 
-        <SignInForm initialEmail={email || undefined} isGoogleSSOEnabled={IS_GOOGLE_SSO_ENABLED} />
+        <SignInForm
+          initialEmail={email || undefined}
+          isGoogleSSOEnabled={IS_GOOGLE_SSO_ENABLED}
+          isOIDCSSOEnabled={IS_OIDC_SSO_ENABLED}
+        />
 
         {NEXT_PUBLIC_DISABLE_SIGNUP !== 'true' && (
           <p className="text-muted-foreground mt-6 text-center text-sm">

apps/web/src/app/(unauthenticated)/signup/page.tsx

@@ -3,7 +3,7 @@ import { redirect } from 'next/navigation';
 
 import { env } from 'next-runtime-env';
 
-import { IS_GOOGLE_SSO_ENABLED } from '@documenso/lib/constants/auth';
+import { IS_GOOGLE_SSO_ENABLED, IS_OIDC_SSO_ENABLED } from '@documenso/lib/constants/auth';
 import { decryptSecondaryData } from '@documenso/lib/server-only/crypto/decrypt';
 
 import { SignUpFormV2 } from '~/components/forms/v2/signup';
@@ -37,6 +37,7 @@ export default function SignUpPage({ searchParams }: SignUpPageProps) {
       className="w-screen max-w-screen-2xl px-4 md:px-16 lg:-my-16"
       initialEmail={email || undefined}
       isGoogleSSOEnabled={IS_GOOGLE_SSO_ENABLED}
+      isOIDCSSOEnabled={IS_OIDC_SSO_ENABLED}
     />
   );
 }

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)/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

@@ -3,6 +3,7 @@
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 
+import { motion } from 'framer-motion';
 import { CheckCircle2, ChevronsUpDown, Plus, Settings2 } from 'lucide-react';
 import { signOut } from 'next-auth/react';
 
@@ -25,6 +26,8 @@ import {
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
 
+const MotionLink = motion(Link);
+
 export type MenuSwitcherProps = {
   user: User;
   teams: GetTeamsResponse;
@@ -170,18 +173,43 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
             <div className="custom-scrollbar max-h-[40vh] overflow-auto">
               {teams.map((team) => (
                 <DropdownMenuItem asChild key={team.id}>
-                  <Link href={formatRedirectUrlOnSwitch(team.url)}>
+                  <MotionLink
+                    initial="initial"
+                    animate="initial"
+                    whileHover="animate"
+                    href={formatRedirectUrlOnSwitch(team.url)}
+                  >
                     <AvatarWithText
                       avatarFallback={formatAvatarFallback(team.name)}
                       primaryText={team.name}
-                      secondaryText={formatSecondaryAvatarText(team)}
+                      secondaryText={
+                        <div className="relative">
+                          <motion.span
+                            className="overflow-hidden"
+                            variants={{
+                              initial: { opacity: 1, translateY: 0 },
+                              animate: { opacity: 0, translateY: '100%' },
+                            }}
+                          >
+                            {formatSecondaryAvatarText(team)}
+                          </motion.span>
+
+                          <motion.span
+                            className="absolute inset-0"
+                            variants={{
+                              initial: { opacity: 0, translateY: '100%' },
+                              animate: { opacity: 1, translateY: 0 },
+                            }}
+                          >{`/t/${team.url}`}</motion.span>
+                        </div>
+                      }
                       rightSideComponent={
                         isPathTeamUrl(team.url) && (
                           <CheckCircle2 className="ml-auto fill-black text-white dark:fill-white dark:text-black" />
                         )
                       }
                     />
-                  </Link>
+                  </MotionLink>
                 </DropdownMenuItem>
               ))}
             </div>

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/components/formatter/template-type.tsx

@@ -1,6 +1,6 @@
 import type { HTMLAttributes } from 'react';
 
-import { Globe, Lock } from 'lucide-react';
+import { Globe2, Lock } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 
 import type { TemplateType as TemplateTypePrisma } from '@documenso/prisma/client';
@@ -22,7 +22,7 @@ const TEMPLATE_TYPES: Record<TemplateTypes, TemplateTypeIcon> = {
   },
   PUBLIC: {
     label: 'Public',
-    icon: Globe,
+    icon: Globe2,
     color: 'text-green-500 dark:text-green-300',
   },
 };

apps/web/src/components/forms/2fa/disable-authenticator-app-dialog.tsx

@@ -28,7 +28,7 @@ import {
   FormItem,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
+import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZDisable2FAForm = z.object({
@@ -107,7 +107,15 @@ export const DisableAuthenticatorAppDialog = () => {
                 render={({ field }) => (
                   <FormItem>
                     <FormControl>
-                      <Input {...field} placeholder="Token" />
+                      <PinInput {...field} value={field.value ?? ''} maxLength={6}>
+                        {Array(6)
+                          .fill(null)
+                          .map((_, i) => (
+                            <PinInputGroup key={i}>
+                              <PinInputSlot index={i} />
+                            </PinInputGroup>
+                          ))}
+                      </PinInput>
                     </FormControl>
                     <FormMessage />
                   </FormItem>

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

@@ -30,7 +30,7 @@ import {
   FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
+import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
@@ -212,7 +212,15 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
                         <FormItem>
                           <FormLabel className="text-muted-foreground">Token</FormLabel>
                           <FormControl>
-                            <Input {...field} type="text" value={field.value ?? ''} />
+                            <PinInput {...field} value={field.value ?? ''} maxLength={6}>
+                              {Array(6)
+                                .fill(null)
+                                .map((_, i) => (
+                                  <PinInputGroup key={i}>
+                                    <PinInputSlot index={i} />
+                                  </PinInputGroup>
+                                ))}
+                            </PinInput>
                           </FormControl>
                           <FormMessage />
                         </FormItem>

apps/web/src/components/forms/2fa/view-recovery-codes-dialog.tsx

@@ -30,7 +30,7 @@ import {
   FormItem,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
+import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
 
 import { RecoveryCodeList } from './recovery-code-list';
 
@@ -115,7 +115,15 @@ export const ViewRecoveryCodesDialog = () => {
                   render={({ field }) => (
                     <FormItem>
                       <FormControl>
-                        <Input {...field} placeholder="Token" />
+                        <PinInput {...field} value={field.value ?? ''} maxLength={6}>
+                          {Array(6)
+                            .fill(null)
+                            .map((_, i) => (
+                              <PinInputGroup key={i}>
+                                <PinInputSlot index={i} />
+                              </PinInputGroup>
+                            ))}
+                        </PinInput>
                       </FormControl>
                       <FormMessage />
                     </FormItem>

apps/web/src/components/forms/signin.tsx

@@ -10,6 +10,7 @@ import { browserSupportsWebAuthn, startAuthentication } from '@simplewebauthn/br
 import { KeyRoundIcon } from 'lucide-react';
 import { signIn } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
+import { FaIdCardClip } from 'react-icons/fa6';
 import { FcGoogle } from 'react-icons/fc';
 import { match } from 'ts-pattern';
 import { z } from 'zod';
@@ -38,6 +39,7 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { PasswordInput } from '@documenso/ui/primitives/password-input';
+import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ERROR_MESSAGES: Partial<Record<keyof typeof ErrorCode, string>> = {
@@ -68,9 +70,15 @@ export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isOIDCSSOEnabled?: boolean;
 };
 
-export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: SignInFormProps) => {
+export const SignInForm = ({
+  className,
+  initialEmail,
+  isGoogleSSOEnabled,
+  isOIDCSSOEnabled,
+}: SignInFormProps) => {
   const { toast } = useToast();
   const { getFlag } = useFeatureFlags();
 
@@ -256,6 +264,19 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
     }
   };
 
+  const onSignInWithOIDCClick = async () => {
+    try {
+      await signIn('oidc', { callbackUrl: LOGIN_REDIRECT_PATH });
+    } catch (err) {
+      toast({
+        title: 'An unknown error occurred',
+        description:
+          'We encountered an unknown error while attempting to sign you In. Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
   return (
     <Form {...form}>
       <form
@@ -316,7 +337,7 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
             {isSubmitting ? 'Signing in...' : 'Sign In'}
           </Button>
 
-          {(isGoogleSSOEnabled || isPasskeyEnabled) && (
+          {(isGoogleSSOEnabled || isPasskeyEnabled || isOIDCSSOEnabled) && (
             <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
               <div className="bg-border h-px flex-1" />
               <span className="text-muted-foreground bg-transparent">Or continue with</span>
@@ -338,6 +359,20 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
             </Button>
           )}
 
+          {isOIDCSSOEnabled && (
+            <Button
+              type="button"
+              size="lg"
+              variant="outline"
+              className="bg-background text-muted-foreground border"
+              disabled={isSubmitting}
+              onClick={onSignInWithOIDCClick}
+            >
+              <FaIdCardClip className="mr-2 h-5 w-5" />
+              OIDC
+            </Button>
+          )}
+
           {isPasskeyEnabled && (
             <Button
               type="button"
@@ -372,9 +407,17 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
                   name="totpCode"
                   render={({ field }) => (
                     <FormItem>
-                      <FormLabel>Authentication Token</FormLabel>
+                      <FormLabel>Token</FormLabel>
                       <FormControl>
-                        <Input type="text" {...field} />
+                        <PinInput {...field} value={field.value ?? ''} maxLength={6}>
+                          {Array(6)
+                            .fill(null)
+                            .map((_, i) => (
+                              <PinInputGroup key={i}>
+                                <PinInputSlot index={i} />
+                              </PinInputGroup>
+                            ))}
+                        </PinInput>
                       </FormControl>
                       <FormMessage />
                     </FormItem>

apps/web/src/components/forms/signup.tsx

@@ -52,9 +52,15 @@ export type SignUpFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isOIDCSSOEnabled?: boolean;
 };
 
-export const SignUpForm = ({ className, initialEmail, isGoogleSSOEnabled }: SignUpFormProps) => {
+export const SignUpForm = ({
+  className,
+  initialEmail,
+  isGoogleSSOEnabled,
+  isOIDCSSOEnabled,
+}: SignUpFormProps) => {
   const { toast } = useToast();
   const analytics = useAnalytics();
   const router = useRouter();
@@ -121,6 +127,19 @@ export const SignUpForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
     }
   };
 
+  const onSignUpWithOIDCClick = async () => {
+    try {
+      await signIn('oidc', { callbackUrl: SIGN_UP_REDIRECT_PATH });
+    } catch (err) {
+      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 (
     <Form {...form}>
       <form
@@ -221,6 +240,28 @@ export const SignUpForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
             </Button>
           </>
         )}
+
+        {isOIDCSSOEnabled && (
+          <>
+            <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
+              <div className="bg-border h-px flex-1" />
+              <span className="text-muted-foreground bg-transparent">Or</span>
+              <div className="bg-border h-px flex-1" />
+            </div>
+
+            <Button
+              type="button"
+              size="lg"
+              variant={'outline'}
+              className="bg-background text-muted-foreground border"
+              disabled={isSubmitting}
+              onClick={onSignUpWithOIDCClick}
+            >
+              <FcGoogle className="mr-2 h-5 w-5" />
+              Sign Up with OIDC
+            </Button>
+          </>
+        )}
       </form>
     </Form>
   );

apps/web/src/components/forms/v2/signup.tsx

@@ -10,6 +10,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { AnimatePresence, motion } from 'framer-motion';
 import { signIn } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
+import { FaIdCardClip } from 'react-icons/fa6';
 import { FcGoogle } from 'react-icons/fc';
 import { z } from 'zod';
 
@@ -73,12 +74,14 @@ export type SignUpFormV2Props = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isOIDCSSOEnabled?: boolean;
 };
 
 export const SignUpFormV2 = ({
   className,
   initialEmail,
   isGoogleSSOEnabled,
+  isOIDCSSOEnabled,
 }: SignUpFormV2Props) => {
   const { toast } = useToast();
   const analytics = useAnalytics();
@@ -179,6 +182,19 @@ export const SignUpFormV2 = ({
     }
   };
 
+  const onSignUpWithOIDCClick = async () => {
+    try {
+      await signIn('oidc', { callbackUrl: SIGN_UP_REDIRECT_PATH });
+    } catch (err) {
+      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={cn('flex justify-center gap-x-12', className)}>
       <div className="border-border relative hidden flex-1 overflow-hidden rounded-xl border xl:flex">
@@ -255,7 +271,7 @@ export const SignUpFormV2 = ({
               <fieldset
                 className={cn(
                   'flex h-[550px] w-full flex-col gap-y-4',
-                  isGoogleSSOEnabled && 'h-[650px]',
+                  (isGoogleSSOEnabled || isOIDCSSOEnabled) && 'h-[650px]',
                 )}
                 disabled={isSubmitting}
               >
@@ -323,14 +339,18 @@ export const SignUpFormV2 = ({
                   )}
                 />
 
-                {isGoogleSSOEnabled && (
+                {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
                   <>
                     <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                       <div className="bg-border h-px flex-1" />
                       <span className="text-muted-foreground bg-transparent">Or</span>
                       <div className="bg-border h-px flex-1" />
                     </div>
+                  </>
+                )}
 
+                {isGoogleSSOEnabled && (
+                  <>
                     <Button
                       type="button"
                       size="lg"
@@ -345,6 +365,22 @@ export const SignUpFormV2 = ({
                   </>
                 )}
 
+                {isOIDCSSOEnabled && (
+                  <>
+                    <Button
+                      type="button"
+                      size="lg"
+                      variant={'outline'}
+                      className="bg-background text-muted-foreground border"
+                      disabled={isSubmitting}
+                      onClick={onSignUpWithOIDCClick}
+                    >
+                      <FaIdCardClip className="mr-2 h-5 w-5" />
+                      Sign Up with OIDC
+                    </Button>
+                  </>
+                )}
+
                 <p className="text-muted-foreground mt-4 text-sm">
                   Already have an account?{' '}
                   <Link href="/signin" className="text-documenso-700 duration-200 hover:opacity-70">

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',

docker/README.md

@@ -41,7 +41,7 @@ volumes:
 1. Run the following command to start the containers:
 
 ```
-docker-compose --env-file ./.env -d up
+docker-compose --env-file ./.env up -d
 ```
 
 This will start the PostgreSQL database and the Documenso application containers.

docker/production/compose.yml

@@ -58,7 +58,7 @@ services:
       - NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=${NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT}
       - NEXT_PUBLIC_POSTHOG_KEY=${NEXT_PUBLIC_POSTHOG_KEY}
       - NEXT_PUBLIC_DISABLE_SIGNUP=${NEXT_PUBLIC_DISABLE_SIGNUP}
-      - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH?:-/opt/documenso/cert.p12}
+      - NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=${NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH:-/opt/documenso/cert.p12}
     ports:
       - ${PORT:-3000}:${PORT:-3000}
     volumes:

package.json

@@ -19,6 +19,7 @@
     "prisma:generate": "npm run with:env -- npm run prisma:generate -w @documenso/prisma",
     "prisma:migrate-dev": "npm run with:env -- npm run prisma:migrate-dev -w @documenso/prisma",
     "prisma:migrate-deploy": "npm run with:env -- npm run prisma:migrate-deploy -w @documenso/prisma",
+    "prisma:migrate-reset": "npm run with:env -- npm run prisma:migrate-reset -w @documenso/prisma",
     "prisma:seed": "npm run with:env -- npm run prisma:seed -w @documenso/prisma",
     "prisma:studio": "npm run with:env -- npm run prisma:studio -w @documenso/prisma",
     "with:env": "dotenv -e .env -e .env.local --",
@@ -38,7 +39,7 @@
     "eslint-config-custom": "*",
     "husky": "^9.0.11",
     "lint-staged": "^15.2.2",
-    "playwright": "^1.43.0",
+    "playwright": "1.43.0",
     "prettier": "^2.5.1",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3"
@@ -60,4 +61,4 @@
       "next": "14.0.3"
     }
   }
-}
+}

packages/api/v1/contract.ts

@@ -11,6 +11,9 @@ import {
   ZDeleteDocumentMutationSchema,
   ZDeleteFieldMutationSchema,
   ZDeleteRecipientMutationSchema,
+  ZDownloadDocumentSuccessfulSchema,
+  ZGenerateDocumentFromTemplateMutationResponseSchema,
+  ZGenerateDocumentFromTemplateMutationSchema,
   ZGetDocumentsQuerySchema,
   ZSendDocumentForSigningMutationSchema,
   ZSuccessfulDocumentResponseSchema,
@@ -51,6 +54,17 @@ 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',
@@ -73,6 +87,24 @@ export const ApiContractV1 = c.router(
         404: ZUnsuccessfulResponseSchema,
       },
       summary: 'Create a new document from an existing template',
+      deprecated: true,
+      description: `This has been deprecated in favour of "/api/v1/templates/:templateId/generate-document". You may face unpredictable behavior using this endpoint as it is no longer maintained.`,
+    },
+
+    generateDocumentFromTemplate: {
+      method: 'POST',
+      path: '/api/v1/templates/:templateId/generate-document',
+      body: ZGenerateDocumentFromTemplateMutationSchema,
+      responses: {
+        200: ZGenerateDocumentFromTemplateMutationResponseSchema,
+        400: ZUnsuccessfulResponseSchema,
+        401: ZUnsuccessfulResponseSchema,
+        404: ZUnsuccessfulResponseSchema,
+        500: ZUnsuccessfulResponseSchema,
+      },
+      summary: 'Create a new document from an existing template',
+      description:
+        'Create a new document from an existing template. Passing in values for title and meta will override the original values defined in the template. If you do not pass in values for recipients, it will use the values defined in the template.',
     },
 
     sendDocument: {

packages/api/v1/implementation.ts

@@ -1,6 +1,8 @@
 import { createNextRoute } from '@ts-rest/next';
 
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
+import { NEXT_PUBLIC_WEBAPP_URL } 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 { upsertDocumentMeta } from '@documenso/lib/server-only/document-meta/upsert-document-meta';
 import { createDocument } from '@documenso/lib/server-only/document/create-document';
@@ -19,11 +21,16 @@ import { getRecipientById } from '@documenso/lib/server-only/recipient/get-recip
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setRecipientsForDocument } from '@documenso/lib/server-only/recipient/set-recipients-for-document';
 import { updateRecipient } from '@documenso/lib/server-only/recipient/update-recipient';
+import type { CreateDocumentFromTemplateResponse } from '@documenso/lib/server-only/template/create-document-from-template';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
+import { createDocumentFromTemplateLegacy } from '@documenso/lib/server-only/template/create-document-from-template-legacy';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
-import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
+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';
@@ -70,7 +77,10 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         status: 200,
         body: {
           ...document,
-          recipients,
+          recipients: recipients.map((recipient) => ({
+            ...recipient,
+            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
+          })),
         },
       };
     } catch (err) {
@@ -83,6 +93,68 @@ 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;
 
@@ -164,6 +236,13 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         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,
@@ -183,6 +262,8 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
             email: recipient.email,
             token: recipient.token,
             role: recipient.role,
+
+            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
           })),
         },
       };
@@ -214,7 +295,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
     const fileName = body.title.endsWith('.pdf') ? body.title : `${body.title}.pdf`;
 
-    const document = await createDocumentFromTemplate({
+    const document = await createDocumentFromTemplateLegacy({
       templateId,
       userId: user.id,
       teamId: team?.id,
@@ -231,7 +312,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         formValues: body.formValues,
       });
 
-      const newDocumentData = await putFile({
+      const newDocumentData = await putPdfFile({
         name: fileName,
         type: 'application/pdf',
         arrayBuffer: async () => Promise.resolve(prefilled),
@@ -259,10 +340,7 @@ 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),
       });
     }
@@ -277,6 +355,89 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
           email: recipient.email,
           token: recipient.token,
           role: recipient.role,
+
+          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
+        })),
+      },
+    };
+  }),
+
+  generateDocumentFromTemplate: authenticatedMiddleware(async (args, user, team) => {
+    const { body, params } = args;
+
+    const { remaining } = await getServerLimits({ email: user.email, teamId: team?.id });
+
+    if (remaining.documents <= 0) {
+      return {
+        status: 400,
+        body: {
+          message: 'You have reached the maximum number of documents allowed for this month',
+        },
+      };
+    }
+
+    const templateId = Number(params.templateId);
+
+    let document: CreateDocumentFromTemplateResponse | null = null;
+
+    try {
+      document = await createDocumentFromTemplate({
+        templateId,
+        userId: user.id,
+        teamId: team?.id,
+        recipients: body.recipients,
+        override: {
+          title: body.title,
+          ...body.meta,
+        },
+      });
+    } catch (err) {
+      return AppError.toRestAPIError(err);
+    }
+
+    if (body.formValues) {
+      const fileName = document.title.endsWith('.pdf') ? document.title : `${document.title}.pdf`;
+
+      const pdf = await getFile(document.documentData);
+
+      const prefilled = await insertFormValuesInPdf({
+        pdf: Buffer.from(pdf),
+        formValues: body.formValues,
+      });
+
+      const newDocumentData = await putPdfFile({
+        name: fileName,
+        type: 'application/pdf',
+        arrayBuffer: async () => Promise.resolve(prefilled),
+      });
+
+      await updateDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team?.id,
+        data: {
+          formValues: body.formValues,
+          documentData: {
+            connect: {
+              id: newDocumentData.id,
+            },
+          },
+        },
+      });
+    }
+
+    return {
+      status: 200,
+      body: {
+        documentId: document.id,
+        recipients: document.Recipient.map((recipient) => ({
+          recipientId: recipient.id,
+          name: recipient.name,
+          email: recipient.email,
+          token: recipient.token,
+          role: recipient.role,
+
+          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
         })),
       },
     };
@@ -284,6 +445,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
 
   sendDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id } = args.params;
+    const { sendEmail = true } = args.body ?? {};
 
     const document = await getDocumentById({ id: Number(id), userId: user.id, teamId: team?.id });
 
@@ -339,10 +501,11 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       //     });
       //   }
 
-      await sendDocument({
+      const { Recipient: recipients, ...sentDocument } = await sendDocument({
         documentId: Number(id),
         userId: user.id,
         teamId: team?.id,
+        sendEmail,
         requestMetadata: extractNextApiRequestMetadata(args.req),
       });
 
@@ -350,6 +513,11 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         status: 200,
         body: {
           message: 'Document sent for signing successfully',
+          ...sentDocument,
+          recipients: recipients.map((recipient) => ({
+            ...recipient,
+            signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}`,
+          })),
         },
       };
     } catch (err) {
@@ -434,6 +602,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
         body: {
           ...newRecipient,
           documentId: Number(documentId),
+          signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${newRecipient.token}`,
         },
       };
     } catch (err) {
@@ -499,6 +668,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       body: {
         ...updatedRecipient,
         documentId: Number(documentId),
+        signingUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${updatedRecipient.token}`,
       },
     };
   }),
@@ -552,6 +722,7 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
       body: {
         ...deletedRecipient,
         documentId: Number(documentId),
+        signingUrl: '',
       },
     };
   }),

packages/api/v1/schema.ts

@@ -1,5 +1,6 @@
 import { z } from 'zod';
 
+import { ZUrlSchema } from '@documenso/lib/schemas/common';
 import {
   FieldType,
   ReadStatus,
@@ -44,7 +45,11 @@ export type TSuccessfulGetDocumentResponseSchema = z.infer<
 
 export type TSuccessfulDocumentResponseSchema = z.infer<typeof ZSuccessfulDocumentResponseSchema>;
 
-export const ZSendDocumentForSigningMutationSchema = null;
+export const ZSendDocumentForSigningMutationSchema = z
+  .object({
+    sendEmail: z.boolean().optional().default(true),
+  })
+  .or(z.literal('').transform(() => ({ sendEmail: true })));
 
 export type TSendDocumentForSigningMutationSchema = typeof ZSendDocumentForSigningMutationSchema;
 
@@ -53,6 +58,10 @@ 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({
@@ -84,8 +93,12 @@ export const ZCreateDocumentMutationResponseSchema = z.object({
   recipients: z.array(
     z.object({
       recipientId: z.number(),
+      name: z.string(),
+      email: z.string().email().min(1),
       token: z.string(),
       role: z.nativeEnum(RecipientRole),
+
+      signingUrl: z.string(),
     }),
   ),
 });
@@ -129,6 +142,8 @@ export const ZCreateDocumentFromTemplateMutationResponseSchema = z.object({
       email: z.string().email().min(1),
       token: z.string(),
       role: z.nativeEnum(RecipientRole).optional().default(RecipientRole.SIGNER),
+
+      signingUrl: z.string(),
     }),
   ),
 });
@@ -137,6 +152,61 @@ export type TCreateDocumentFromTemplateMutationResponseSchema = z.infer<
   typeof ZCreateDocumentFromTemplateMutationResponseSchema
 >;
 
+export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
+  title: z.string().optional(),
+  recipients: z
+    .array(
+      z.object({
+        id: z.number(),
+        name: z.string().optional(),
+        email: z.string().email().min(1),
+      }),
+    )
+    .refine(
+      (schema) => {
+        const emails = schema.map((signer) => signer.email.toLowerCase());
+        const ids = schema.map((signer) => signer.id);
+
+        return new Set(emails).size === emails.length && new Set(ids).size === ids.length;
+      },
+      { message: 'Recipient IDs and emails must be unique' },
+    ),
+  meta: z
+    .object({
+      subject: z.string(),
+      message: z.string(),
+      timezone: z.string(),
+      dateFormat: z.string(),
+      redirectUrl: ZUrlSchema,
+    })
+    .partial()
+    .optional(),
+  formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+});
+
+export type TGenerateDocumentFromTemplateMutationSchema = z.infer<
+  typeof ZGenerateDocumentFromTemplateMutationSchema
+>;
+
+export const ZGenerateDocumentFromTemplateMutationResponseSchema = z.object({
+  documentId: z.number(),
+  recipients: z.array(
+    z.object({
+      recipientId: z.number(),
+      name: z.string(),
+      email: z.string().email().min(1),
+      token: z.string(),
+      role: z.nativeEnum(RecipientRole),
+
+      signingUrl: z.string(),
+    }),
+  ),
+});
+
+export type TGenerateDocumentFromTemplateMutationResponseSchema = z.infer<
+  typeof ZGenerateDocumentFromTemplateMutationResponseSchema
+>;
+
 export const ZCreateRecipientMutationSchema = z.object({
   name: z.string().min(1),
   email: z.string().email().min(1),
@@ -171,6 +241,8 @@ export const ZSuccessfulRecipientResponseSchema = z.object({
   readStatus: z.nativeEnum(ReadStatus),
   signingStatus: z.nativeEnum(SigningStatus),
   sendStatus: z.nativeEnum(SendStatus),
+
+  signingUrl: z.string(),
 });
 
 export type TSuccessfulRecipientResponseSchema = z.infer<typeof ZSuccessfulRecipientResponseSchema>;
@@ -221,9 +293,11 @@ export const ZSuccessfulResponseSchema = z.object({
 
 export type TSuccessfulResponseSchema = z.infer<typeof ZSuccessfulResponseSchema>;
 
-export const ZSuccessfulSigningResponseSchema = z.object({
-  message: z.string(),
-});
+export const ZSuccessfulSigningResponseSchema = z
+  .object({
+    message: z.string(),
+  })
+  .and(ZSuccessfulGetDocumentResponseSchema);
 
 export type TSuccessfulSigningResponseSchema = z.infer<typeof ZSuccessfulSigningResponseSchema>;
 

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

@@ -41,8 +41,8 @@ test.describe('[EE_ONLY]', () => {
 
     // Set EE action auth.
     await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require account').getByText('Require account').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
 
     // Save the settings by going to the next step.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -52,11 +52,7 @@ test.describe('[EE_ONLY]', () => {
     await page.getByRole('button', { name: 'Go Back' }).click();
     await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
-    // Todo: Verify that the values are correct once we fix the issue where going back
-    // does not show the updated values.
-    // await expect(page.getByLabel('Title')).toContainText('New Title');
-    // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-    // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
 
     await unseedUser(user.id);
   });
@@ -89,8 +85,8 @@ test.describe('[EE_ONLY]', () => {
 
     // Set EE action auth.
     await page.getByTestId('documentActionSelectValue').click();
-    await page.getByLabel('Require account').getByText('Require account').click();
-    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
 
     // Save the settings by going to the next step.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -168,11 +164,8 @@ test('[DOCUMENT_FLOW]: add settings', async ({ page }) => {
   await page.getByRole('button', { name: 'Go Back' }).click();
   await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
-  // Todo: Verify that the values are correct once we fix the issue where going back
-  // does not show the updated values.
-  // await expect(page.getByLabel('Title')).toContainText('New Title');
-  // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
-  // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+  await expect(page.getByLabel('Title')).toHaveValue('New Title');
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
 
   await unseedUser(user.id);
 });

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

@@ -45,10 +45,10 @@ 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();
+    await page.getByLabel('Show advanced settings').check();
 
     // Navigate to the next step and back.
     await page.getByRole('button', { name: 'Continue' }).click();
@@ -62,7 +62,6 @@ test.describe('[EE_ONLY]', () => {
   });
 });
 
-// Note: Not complete yet due to issue with back button.
 test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   const user = await seedUser();
   const document = await seedBlankDocument(user);
@@ -82,7 +81,7 @@ 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();
@@ -93,26 +92,5 @@ test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
   await page.getByRole('button', { name: 'Go Back' }).click();
   await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
 
-  // Todo: Fix stepper component back issue before finishing test.
-
-  // // Expect that the advanced settings is unchecked, since no advanced settings were applied.
-  // await expect(page.getByLabel('Show advanced settings')).toBeChecked({ checked: false });
-
-  // // Add advanced settings for a single recipient.
-  // await page.getByLabel('Show advanced settings').click();
-  // await page.getByRole('combobox').first().click();
-  // await page.getByLabel('Require account').click();
-
-  // // Navigate to the next step and back.
-  // await page.getByRole('button', { name: 'Continue' }).click();
-  // await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
-  // await page.getByRole('button', { name: 'Go Back' }).click();
-  // await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-
-  // Expect that the advanced settings is visible, and the checkbox is hidden. Since advanced
-  // settings were applied.
-
-  // Todo: Fix stepper component back issue before finishing test.
-
   await unseedUser(user.id);
 });

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

@@ -1,10 +1,14 @@
 import { expect, test } from '@playwright/test';
+import { DateTime } from 'luxon';
 import path from 'node:path';
 
 import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus } from '@documenso/prisma/client';
-import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/client';
+import {
+  seedBlankDocument,
+  seedPendingDocumentWithFullFields,
+} from '@documenso/prisma/seed/documents';
 import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin } from '../fixtures/authentication';
@@ -136,7 +140,7 @@ 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();
 
@@ -192,6 +196,102 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await unseedUser(user.id);
 });
 
+test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipients with different roles', async ({
+  page,
+}) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Set title
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+  await page.getByLabel('Title').fill('Test Title');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  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 }).nth(1).fill('User 2');
+  await page.locator('button[role="combobox"]').nth(1).click();
+  await page.getByLabel('Receives copy').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByRole('textbox', { name: 'Email', exact: true }).nth(1).fill('user3@example.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(2).fill('User 3');
+  await page.locator('button[role="combobox"]').nth(2).click();
+  await page.getByLabel('Needs to approve').click();
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+
+  await page.getByRole('textbox', { name: 'Email', exact: true }).nth(2).fill('user4@example.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(3).fill('User 4');
+  await page.locator('button[role="combobox"]').nth(3).click();
+  await page.getByLabel('Needs to view').click();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'User 1 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 200,
+    },
+  });
+
+  await page.getByText('User 1 (user1@example.com)').click();
+  await page.getByText('User 3 (user3@example.com)').click();
+
+  await page.getByRole('button', { name: 'User 3 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 200,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add subject and send
+  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: 'Test Title' })).toBeVisible();
+
+  await unseedUser(user.id);
+});
+
 test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', async ({ page }) => {
   const user = await seedUser();
   const document = await seedBlankDocument(user);
@@ -234,6 +334,7 @@ test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', asyn
   await page.getByRole('link', { name: documentTitle }).click();
   await page.waitForURL(/\/documents\/\d+/);
 
+  // Start signing process
   const url = page.url().split('/');
   const documentId = url[url.length - 1];
 
@@ -263,6 +364,63 @@ test('[DOCUMENT_FLOW]: should be able to create, send and sign a document', asyn
   await unseedUser(user.id);
 });
 
+test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) => {
+  const user = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: ['user@documenso.com', 'approver@documenso.com'],
+    recipientsCreateOptions: [
+      {
+        email: 'user@documenso.com',
+        role: RecipientRole.SIGNER,
+      },
+      {
+        email: 'approver@documenso.com',
+        role: RecipientRole.APPROVER,
+      },
+    ],
+    fields: [FieldType.SIGNATURE],
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field, role } = recipient;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(
+      page.getByRole('heading', {
+        name: role === RecipientRole.SIGNER ? 'Sign Document' : 'Approve Document',
+      }),
+    ).toBeVisible();
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page
+      .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
+      .click();
+    await page.waitForURL(`${signUrl}/complete`);
+  }
+
+  await unseedUser(user.id);
+});
+
 test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a document and redirect to redirect url', async ({
   page,
 }) => {
@@ -333,3 +491,46 @@ test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a
 
   await unseedUser(user.id);
 });
+
+test('[DOCUMENT_FLOW]: should be able to sign a document with custom date', async ({ page }) => {
+  const user = await seedUser();
+  const customDate = DateTime.local().toFormat('yyyy-MM-dd hh:mm a');
+
+  const { document, recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: ['user1@example.com'],
+    fields: [FieldType.DATE],
+  });
+
+  const { token, Field } = recipients[0];
+  const [recipientField] = Field;
+
+  await page.goto(`/sign/${token}`);
+  await page.waitForURL(`/sign/${token}`);
+
+  await page.locator(`#field-${recipientField.id}`).getByRole('button').click();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('dialog').getByText('Complete Signing').first()).toBeVisible();
+  await page.getByRole('button', { name: 'Sign' }).click();
+
+  await page.waitForURL(`/sign/${token}/complete`);
+  await expect(page.getByText('Document Signed')).toBeVisible();
+
+  const field = await prisma.field.findFirst({
+    where: {
+      Recipient: {
+        email: 'user1@example.com',
+      },
+      documentId: Number(document.id),
+    },
+  });
+
+  expect(field?.customText).toBe(customDate);
+
+  // Check if document has been signed
+  const { status: completedStatus } = await getDocumentByToken(token);
+  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
+
+  await unseedUser(user.id);
+});

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.getByTestId('data-table-count')).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/app-tests/e2e/templates-flow/template-settings-step.spec.ts

@@ -0,0 +1,167 @@
+import { expect, test } from '@playwright/test';
+
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[TEMPLATE_FLOW] add action auth settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/templates/${template.id}`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+    // Return to the settings step to check that the results are saved correctly.
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    await unseedUser(user.id);
+  });
+
+  test('[TEMPLATE_FLOW] enterprise team member can add action auth settings', async ({ page }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const owner = team.owner;
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(owner, {
+      createTemplateOptions: {
+        teamId: team.id,
+      },
+    });
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/t/${team.url}/templates/${template.id}`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+    // Advanced settings should be visible.
+    await expect(page.getByLabel('Show advanced settings')).toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+
+  test('[TEMPLATE_FLOW] enterprise team member should not have access to enterprise on personal account', async ({
+    page,
+  }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(teamMemberUser);
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/templates/${template.id}`,
+    });
+
+    // Global action auth should not be visible.
+    await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+    // Next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+    // Advanced settings should not be visible.
+    await expect(page.getByLabel('Show advanced settings')).not.toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+});
+
+test('[TEMPLATE_FLOW]: add settings', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}`,
+  });
+
+  // Set title.
+  await page.getByLabel('Title').fill('New Title');
+
+  // Set access auth.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Action auth should NOT be visible.
+  await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholders' })).toBeVisible();
+
+  // Return to the settings step to check that the results are saved correctly.
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await expect(page.getByLabel('Title')).toHaveValue('New Title');
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  await unseedUser(user.id);
+});

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

@@ -0,0 +1,106 @@
+import { expect, test } from '@playwright/test';
+
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[TEMPLATE_FLOW] add EE settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const template = await seedBlankTemplate(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/templates/${template.id}`,
+    });
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+    // Add 2 signers.
+    await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+    await page.getByPlaceholder('Name').fill('Recipient 1');
+    await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+    await page
+      .getByRole('textbox', { name: 'Email', exact: true })
+      .fill('recipient2@documenso.com');
+    await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+    // Display advanced settings.
+    await page.getByLabel('Show advanced settings').check();
+
+    // Navigate to the next step and back.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+    // Expect that the advanced settings is unchecked, since no advanced settings were applied.
+    await expect(page.getByLabel('Show advanced settings')).toBeChecked({ checked: false });
+
+    // Add advanced settings for a single recipient.
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+
+    // Navigate to the next step and back.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+    // Expect that the advanced settings is visible, and the checkbox is hidden. Since advanced
+    // settings were applied.
+    await expect(page.getByLabel('Show advanced settings')).toBeHidden();
+
+    await unseedUser(user.id);
+  });
+});
+
+test('[TEMPLATE_FLOW]: add placeholder', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}`,
+  });
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  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();
+
+  await unseedUser(user.id);
+});

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

@@ -0,0 +1,285 @@
+import { expect, test } from '@playwright/test';
+
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedTeam } from '@documenso/prisma/seed/teams';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+/**
+ * 1. Create a template with all settings filled out
+ * 2. Create a document from the template
+ * 3. Ensure all values are correct
+ *
+ * Note: There is a direct copy paste of this test below for teams.
+ *
+ * If you update this test please update that test as well.
+ */
+test('[TEMPLATE]: should create a document from a template', async ({ page }) => {
+  const user = await seedUser();
+  const template = await seedBlankTemplate(user);
+
+  const isBillingEnabled =
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
+
+  await seedUserSubscription({
+    userId: user.id,
+    priceId: enterprisePriceId,
+  });
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}`,
+  });
+
+  // Set template title.
+  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
+
+  // Set template document access.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set EE action auth.
+  if (isBillingEnabled) {
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+  }
+
+  // Set email options.
+  await page.getByRole('button', { name: 'Email Options' }).click();
+  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
+  await page.getByLabel('Message (Optional)').fill('MESSAGE');
+
+  // Set advanced options.
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
+  await page.getByLabel('DD/MM/YYYY').click();
+
+  await page.locator('.time-zone-field').click();
+  await page.getByRole('option', { name: 'Etc/UTC' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+  // Apply require passkey for Recipient 1.
+  if (isBillingEnabled) {
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+  }
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Save template' }).click();
+
+  // Use template
+  await page.waitForURL('/templates');
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.getByRole('button', { name: 'Create as draft' }).click();
+
+  // Review that the document was created with the correct values.
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+    },
+    include: {
+      Recipient: true,
+      documentMeta: true,
+    },
+  });
+
+  const documentAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  expect(document.title).toEqual('TEMPLATE_TITLE');
+  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
+  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
+    isBillingEnabled ? 'PASSKEY' : null,
+  );
+  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
+  expect(document.documentMeta?.message).toEqual('MESSAGE');
+  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
+  expect(document.documentMeta?.subject).toEqual('SUBJECT');
+  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
+
+  const recipientOne = document.Recipient[0];
+  const recipientTwo = document.Recipient[1];
+
+  const recipientOneAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientOne.authOptions,
+  });
+
+  const recipientTwoAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientTwo.authOptions,
+  });
+
+  if (isBillingEnabled) {
+    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
+  }
+
+  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+});
+
+/**
+ * This is a direct copy paste of the above test but for teams.
+ */
+test('[TEMPLATE]: should create a team document from a team template', async ({ page }) => {
+  const { owner, ...team } = await seedTeam({
+    createTeamMembers: 2,
+  });
+
+  const template = await seedBlankTemplate(owner, {
+    createTemplateOptions: {
+      teamId: team.id,
+    },
+  });
+
+  const isBillingEnabled =
+    process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED === 'true' && enterprisePriceId;
+
+  await seedUserSubscription({
+    userId: owner.id,
+    priceId: enterprisePriceId,
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+    redirectPath: `/t/${team.url}/templates/${template.id}`,
+  });
+
+  // Set template title.
+  await page.getByLabel('Title').fill('TEMPLATE_TITLE');
+
+  // Set template document access.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set EE action auth.
+  if (isBillingEnabled) {
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require passkey').getByText('Require passkey').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require passkey');
+  }
+
+  // Set email options.
+  await page.getByRole('button', { name: 'Email Options' }).click();
+  await page.getByLabel('Subject (Optional)').fill('SUBJECT');
+  await page.getByLabel('Message (Optional)').fill('MESSAGE');
+
+  // Set advanced options.
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.locator('button').filter({ hasText: 'YYYY-MM-DD HH:mm a' }).click();
+  await page.getByLabel('DD/MM/YYYY').click();
+
+  await page.locator('.time-zone-field').click();
+  await page.getByRole('option', { name: 'Etc/UTC' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Add Placeholder' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('Recipient 2');
+
+  // Apply require passkey for Recipient 1.
+  if (isBillingEnabled) {
+    await page.getByLabel('Show advanced settings').check();
+    await page.getByRole('combobox').first().click();
+    await page.getByLabel('Require passkey').click();
+  }
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Save template' }).click();
+
+  // Use template
+  await page.waitForURL(`/t/${team.url}/templates`);
+  await page.getByRole('button', { name: 'Use Template' }).click();
+  await page.getByRole('button', { name: 'Create as draft' }).click();
+
+  // Review that the document was created with the correct values.
+  await page.waitForURL(/documents/);
+
+  const documentId = Number(page.url().split('/').pop());
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+    },
+    include: {
+      Recipient: true,
+      documentMeta: true,
+    },
+  });
+
+  expect(document.teamId).toEqual(team.id);
+
+  const documentAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  expect(document.title).toEqual('TEMPLATE_TITLE');
+  expect(documentAuth.documentAuthOption.globalAccessAuth).toEqual('ACCOUNT');
+  expect(documentAuth.documentAuthOption.globalActionAuth).toEqual(
+    isBillingEnabled ? 'PASSKEY' : null,
+  );
+  expect(document.documentMeta?.dateFormat).toEqual('dd/MM/yyyy hh:mm a');
+  expect(document.documentMeta?.message).toEqual('MESSAGE');
+  expect(document.documentMeta?.redirectUrl).toEqual('https://documenso.com');
+  expect(document.documentMeta?.subject).toEqual('SUBJECT');
+  expect(document.documentMeta?.timezone).toEqual('Etc/UTC');
+
+  const recipientOne = document.Recipient[0];
+  const recipientTwo = document.Recipient[1];
+
+  const recipientOneAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientOne.authOptions,
+  });
+
+  const recipientTwoAuth = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipientTwo.authOptions,
+  });
+
+  if (isBillingEnabled) {
+    expect(recipientOneAuth.derivedRecipientActionAuth).toEqual('PASSKEY');
+  }
+
+  expect(recipientOneAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+  expect(recipientTwoAuth.derivedRecipientAccessAuth).toEqual('ACCOUNT');
+});

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

@@ -0,0 +1,339 @@
+import { expect, test } from '@playwright/test';
+import { customAlphabet } from 'nanoid';
+
+import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
+import {
+  DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+  DIRECT_TEMPLATE_RECIPIENT_NAME,
+} from '@documenso/lib/constants/template';
+import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
+import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedDirectTemplate, seedTemplate } from '@documenso/prisma/seed/templates';
+import { seedTestEmail, seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+import { checkDocumentTabCount } from '../fixtures/documents';
+
+const nanoid = customAlphabet('1234567890abcdef', 10);
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DIRECT_TEMPLATES]: create direct link for template', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+
+  // Should only be visible to the owner in personal templates.
+  const personalTemplate = await seedTemplate({
+    title: 'Personal template',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  const teamTemplate = await seedTemplate({
+    title: 'Team template 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+    redirectPath: '/templates',
+  });
+
+  const urls = [
+    `${WEBAPP_BASE_URL}/t/${team.url}/templates/${teamTemplate.id}`,
+    `${WEBAPP_BASE_URL}/templates/${personalTemplate.id}`,
+  ];
+
+  // Run test for personal and team templates.
+  for (const url of urls) {
+    // Owner should see list of templates with no direct link badge.
+    await page.goto(url);
+    await expect(page.getByRole('button', { name: 'direct link' })).toHaveCount(1);
+
+    // Create direct link.
+    await page.getByRole('button', { name: 'Create Direct Link' }).click();
+    await page.getByRole('button', { name: 'Enable direct link signing' }).click();
+    await page.getByRole('button', { name: 'Create one automatically' }).click();
+    await expect(page.getByRole('heading', { name: 'Direct Link Signing' })).toBeVisible();
+    await page.getByTestId('btn-dialog-close').click();
+
+    // Expect badge to appear.
+    await expect(page.getByRole('button', { name: 'direct link' })).toHaveCount(2);
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[DIRECT_TEMPLATES]: toggle direct template link', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+
+  // Should only be visible to the owner in personal templates.
+  const personalDirectTemplate = await seedDirectTemplate({
+    title: 'Personal direct template link',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  const teamDirectTemplate = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+  });
+
+  // Run test for personal and team templates.
+  for (const template of [personalDirectTemplate, teamDirectTemplate]) {
+    // Check that the direct template link is accessible.
+    await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    // Navigate to template settings and disable access.
+    await page.goto(`${WEBAPP_BASE_URL}${formatTemplatesPath(template.team?.url)}`);
+    await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
+    await page.getByRole('menuitem', { name: 'Direct link' }).click();
+    await page.getByRole('switch').click();
+    await page.getByRole('button', { name: 'Save' }).click();
+    await expect(page.getByText('Direct link signing has been').first()).toBeVisible();
+    await page.getByLabel('Direct Link Signing', { exact: true }).press('Escape');
+
+    // Check that the direct template link is no longer accessible.
+    await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+    await expect(page.getByText('Template not found')).toBeVisible();
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[DIRECT_TEMPLATES]: delete direct template link', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+
+  // Should only be visible to the owner in personal templates.
+  const personalDirectTemplate = await seedDirectTemplate({
+    title: 'Personal direct template link',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  const teamDirectTemplate = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  await apiSignin({
+    page,
+    email: owner.email,
+  });
+
+  // Run test for personal and team templates.
+  for (const template of [personalDirectTemplate, teamDirectTemplate]) {
+    // Check that the direct template link is accessible.
+    await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    // Navigate to template settings and delete the access.
+    await page.goto(`${WEBAPP_BASE_URL}${formatTemplatesPath(template.team?.url)}`);
+    await page.getByRole('cell', { name: 'Use Template' }).getByRole('button').nth(1).click();
+    await page.getByRole('menuitem', { name: 'Direct link' }).click();
+    await page.getByRole('button', { name: 'Remove' }).click();
+    await page.getByRole('button', { name: 'Confirm' }).click();
+    await expect(page.getByText('Direct template link deleted').first()).toBeVisible();
+
+    // Check that the direct template link is no longer accessible.
+    await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+    await expect(page.getByText('Template not found')).toBeVisible();
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) => {
+  const user = await seedUser();
+
+  const directTemplateWithAuth = await seedDirectTemplate({
+    title: 'Personal direct template link',
+    userId: user.id,
+    createTemplateOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: 'ACCOUNT',
+        globalActionAuth: null,
+      }),
+    },
+  });
+
+  const directTemplatePath = formatDirectTemplatePath(
+    directTemplateWithAuth.directLink?.token || '',
+  );
+
+  await page.goto(directTemplatePath);
+
+  await expect(page.getByText('Authentication required')).toBeVisible();
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  await page.goto(directTemplatePath);
+
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+  await expect(page.getByLabel('Email')).toBeDisabled();
+
+  await unseedUser(user.id);
+});
+
+test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+
+  // Should only be visible to the owner in personal templates.
+  const personalDirectTemplate = await seedDirectTemplate({
+    title: 'Personal direct template link',
+    userId: owner.id,
+  });
+
+  // Should be visible to team members.
+  const teamDirectTemplate = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  // Run test for personal and team templates.
+  for (const template of [personalDirectTemplate, teamDirectTemplate]) {
+    // Check that the direct template link is accessible.
+    await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
+
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(/\/sign/);
+    await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
+  }
+
+  await apiSignin({
+    page,
+    email: owner.email,
+  });
+
+  // Check that the owner has the documents.
+  for (const template of [personalDirectTemplate, teamDirectTemplate]) {
+    await page.goto(`${WEBAPP_BASE_URL}${formatDocumentsPath(template.team?.url)}`);
+
+    // Check that the document is in the 'All' tab.
+    await checkDocumentTabCount(page, 'Completed', 1);
+  }
+
+  await unseedTeam(team.url);
+});
+
+test('[DIRECT_TEMPLATES]: use direct template link with 2 recipients', async ({ page }) => {
+  const team = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  const owner = team.owner;
+
+  const secondRecipient = await seedUser();
+
+  const createTemplateOptions = {
+    Recipient: {
+      createMany: {
+        data: [
+          {
+            email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+            name: DIRECT_TEMPLATE_RECIPIENT_NAME,
+            token: nanoid(),
+          },
+          {
+            email: secondRecipient.email,
+            token: nanoid(),
+          },
+        ],
+      },
+    },
+  };
+
+  // Should only be visible to the owner in personal templates.
+  const personalDirectTemplate = await seedDirectTemplate({
+    title: 'Personal direct template link',
+    userId: owner.id,
+    createTemplateOptions,
+  });
+
+  // Should be visible to team members.
+  const teamDirectTemplate = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+    createTemplateOptions,
+  });
+
+  // Run test for personal and team templates.
+  for (const template of [personalDirectTemplate, teamDirectTemplate]) {
+    // Check that the direct template link is accessible.
+    await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
+
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(/\/sign/);
+    await expect(page.getByText('Waiting for others to sign')).toBeVisible();
+  }
+
+  await apiSignin({
+    page,
+    email: owner.email,
+  });
+
+  // Check that the owner has the documents.
+  for (const template of [personalDirectTemplate, teamDirectTemplate]) {
+    await page.goto(`${WEBAPP_BASE_URL}${formatDocumentsPath(template.team?.url)}`);
+
+    // Check that the document is in the 'All' tab.
+    await checkDocumentTabCount(page, 'All', 1);
+    await checkDocumentTabCount(page, 'Pending', 1);
+  }
+
+  // Check that the second recipient has the 2 pending documents.
+  await apiSignin({
+    page,
+    email: secondRecipient.email,
+  });
+
+  await page.goto('/documents');
+
+  await checkDocumentTabCount(page, 'All', 2);
+  await checkDocumentTabCount(page, 'Inbox', 2);
+
+  await unseedTeam(team.url);
+  await unseedUser(secondRecipient.id);
+});

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

@@ -189,7 +189,14 @@ test('[TEMPLATES]: use template', async ({ page }) => {
 
   // Use personal template.
   await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create Document' }).click();
+
+  // Enter template values.
+  await page.getByPlaceholder('recipient.1@documenso.com').click();
+  await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
+  await page.getByPlaceholder('Recipient 1').click();
+  await page.getByPlaceholder('Recipient 1').fill('name');
+
+  await page.getByRole('button', { name: 'Create as draft' }).click();
   await page.waitForURL(/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL('/documents');
@@ -200,7 +207,14 @@ test('[TEMPLATES]: use template', async ({ page }) => {
 
   // Use team template.
   await page.getByRole('button', { name: 'Use Template' }).click();
-  await page.getByRole('button', { name: 'Create Document' }).click();
+
+  // Enter template values.
+  await page.getByPlaceholder('recipient.1@documenso.com').click();
+  await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
+  await page.getByPlaceholder('Recipient 1').click();
+  await page.getByPlaceholder('Recipient 1').fill('name');
+
+  await page.getByRole('button', { name: 'Create as draft' }).click();
   await page.waitForURL(/\/t\/.+\/documents/);
   await page.getByRole('main').getByRole('link', { name: 'Documents' }).click();
   await page.waitForURL(`/t/${team.url}/documents`);