chore: draft onBlur and unmount

Signed-off-by: Adithya Krishna <aadithya794@gmail.com>

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

@@ -158,6 +158,7 @@ export const SinglePlayerClient = () => {
     expired: null,
     signedAt: null,
     readStatus: 'OPENED',
+    documentDeletedAt: null,
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
     role: 'SIGNER',

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

@@ -12,7 +12,8 @@ import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/g
 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';
@@ -34,7 +35,7 @@ export type DocumentPageViewProps = {
   params: {
     id: string;
   };
-  team?: Team;
+  team?: Team & { teamEmail: TeamEmail | null };
 };
 
 export const DocumentPageView = async ({ params, team }: DocumentPageViewProps) => {
@@ -118,11 +119,17 @@ 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>
 

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

@@ -224,6 +224,10 @@ export const EditDocumentForm = ({
     }
   };
 
+  const setSubjectFormFields = (subject?: string, message?: string) => {
+    // Add functionality here
+  };
+
   const onAddFieldsFormSubmit = async (data: TAddFieldsFormSchema) => {
     try {
       await addFields({
@@ -359,6 +363,7 @@ export const EditDocumentForm = ({
               fields={fields}
               onSubmit={onAddSubjectFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
+              setSubjectFormFields={setSubjectFormFields}
             />
           </Stepper>
         </DocumentFlowFormContainer>

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -18,7 +18,10 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   Dialog,
+  DialogClose,
   DialogContent,
+  DialogDescription,
+  DialogFooter,
   DialogHeader,
   DialogTitle,
   DialogTrigger,
@@ -34,7 +37,6 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ZCreateTemplateFormSchema = z.object({
@@ -61,8 +63,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
     resolver: zodResolver(ZCreateTemplateFormSchema),
   });
 
-  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
-    trpc.template.createTemplate.useMutation();
+  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
 
   const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
   const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
@@ -140,6 +141,7 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
   useEffect(() => {
     if (!showNewTemplateDialog) {
       form.reset();
+      setUploadedFile(null);
     }
   }, [form, showNewTemplateDialog]);
 
@@ -154,20 +156,23 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
 
       <DialogContent className="w-full max-w-xl">
         <DialogHeader>
-          <DialogTitle className="mb-4">New Template</DialogTitle>
+          <DialogTitle>New Template</DialogTitle>
+          <DialogDescription>
+            Templates allow you to quickly generate documents with pre-filled recipients and fields.
+          </DialogDescription>
         </DialogHeader>
 
-        <div>
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)}>
+            <fieldset disabled={form.formState.isSubmitting} className="flex flex-col gap-y-4">
               <FormField
                 control={form.control}
                 name="name"
                 render={({ field }) => (
                   <FormItem>
-                    <FormLabel>Name your template</FormLabel>
+                    <FormLabel>Template name</FormLabel>
                     <FormControl>
-                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                      <Input {...field} />
                     </FormControl>
                     <FormDescription>
                       <span className="text-muted-foreground text-xs">
@@ -180,55 +185,57 @@ export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialo
                 )}
               />
 
-              <div>
-                <Label htmlFor="template">Upload a Document</Label>
+              <div className="mt-1.5">
+                {uploadedFile ? (
+                  <Card gradient className="h-[40vh]">
+                    <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                      <button
+                        onClick={() => resetForm()}
+                        title="Remove Template"
+                        className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                      >
+                        <X className="h-6 w-6" />
+                        <span className="sr-only">Remove Template</span>
+                      </button>
 
-                <div className="my-3">
-                  {uploadedFile ? (
-                    <Card gradient className="h-[40vh]">
-                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
-                        <button
-                          onClick={() => resetForm()}
-                          title="Remove Template"
-                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
-                        >
-                          <X className="h-6 w-6" />
-                          <span className="sr-only">Remove Template</span>
-                        </button>
+                      <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                        <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                      </div>
 
-                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
-                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
-                        </div>
+                      <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                        Uploaded Document
+                      </p>
 
-                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
-                          Uploaded Document
-                        </p>
-
-                        <span className="text-muted-foreground/80 mt-1 text-sm">
-                          {uploadedFile.file.name}
-                        </span>
-                      </CardContent>
-                    </Card>
-                  ) : (
-                    <DocumentDropzone
-                      className="mt-1.5 h-[40vh]"
-                      onDrop={onFileDrop}
-                      type="template"
-                    />
-                  )}
-                </div>
+                      <span className="text-muted-foreground/80 mt-1 text-sm">
+                        {uploadedFile.file.name}
+                      </span>
+                    </CardContent>
+                  </Card>
+                ) : (
+                  <DocumentDropzone className="h-[40vh]" onDrop={onFileDrop} type="template" />
+                )}
               </div>
 
-              <div className="flex w-full justify-end">
-                <Button loading={isCreatingTemplate} type="submit">
-                  Create Template
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
+                    Cancel
+                  </Button>
+                </DialogClose>
+
+                <Button
+                  loading={form.formState.isSubmitting}
+                  disabled={!uploadedFile}
+                  type="submit"
+                >
+                  Create template
                 </Button>
-              </div>
-            </form>
-          </Form>
-        </div>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
       </DialogContent>
     </Dialog>
   );

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

@@ -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="flex items-center mt-4 text-center text-blue-600">
                 <Clock8 className="mr-2 h-5 w-5" />
                 <span className="text-sm">Waiting for others to sign</span>
               </div>

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

@@ -47,7 +47,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     getRecipientByToken({ token }).catch(() => null),
   ]);
 
-  if (!document || !document.documentData || !recipient) {
+  if (
+    !document ||
+    !document.documentData ||
+    !recipient ||
+    document.status === DocumentStatus.DRAFT
+  ) {
     return notFound();
   }
 

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

@@ -5,7 +5,7 @@ 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 type { DocumentStatus, Recipient } from '@documenso/prisma/client';
 import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
 
 import { AvatarWithRecipient } from './avatar-with-recipient';
@@ -13,12 +13,14 @@ 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,
@@ -120,7 +122,11 @@ export const StackAvatarsWithTooltip = ({
           <div>
             <h1 className="text-base font-medium">Waiting</h1>
             {waitingRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
+              <AvatarWithRecipient
+                key={recipient.id}
+                recipient={recipient}
+                documentStatus={documentStatus}
+              />
             ))}
           </div>
         )}
@@ -129,7 +135,11 @@ export const StackAvatarsWithTooltip = ({
           <div>
             <h1 className="text-base font-medium">Opened</h1>
             {openedRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
+              <AvatarWithRecipient
+                key={recipient.id}
+                recipient={recipient}
+                documentStatus={documentStatus}
+              />
             ))}
           </div>
         )}
@@ -138,7 +148,11 @@ export const StackAvatarsWithTooltip = ({
           <div>
             <h1 className="text-base font-medium">Uncompleted</h1>
             {uncompletedRecipients.map((recipient: Recipient) => (
-              <AvatarWithRecipient key={recipient.id} recipient={recipient} />
+              <AvatarWithRecipient
+                key={recipient.id}
+                recipient={recipient}
+                documentStatus={documentStatus}
+              />
             ))}
           </div>
         )}

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} />

package-lock.json

@@ -22,7 +22,7 @@
         "eslint-config-custom": "*",
         "husky": "^9.0.11",
         "lint-staged": "^15.2.2",
-        "playwright": "^1.43.0",
+        "playwright": "1.41.0",
         "prettier": "^2.5.1",
         "rimraf": "^5.0.1",
         "turbo": "^1.9.3"
@@ -4702,19 +4702,6 @@
         "node": ">=14"
       }
     },
-    "node_modules/@playwright/browser-chromium": {
-      "version": "1.43.0",
-      "resolved": "https://registry.npmjs.org/@playwright/browser-chromium/-/browser-chromium-1.43.0.tgz",
-      "integrity": "sha512-F0S4KIqSqQqm9EgsdtWjaJRpgP8cD2vWZHPSB41YI00PtXUobiv/3AnYISeL7wNuTanND7giaXQ4SIjkcIq3KQ==",
-      "dev": true,
-      "hasInstallScript": true,
-      "dependencies": {
-        "playwright-core": "1.43.0"
-      },
-      "engines": {
-        "node": ">=16"
-      }
-    },
     "node_modules/@playwright/test": {
       "version": "1.40.0",
       "resolved": "https://registry.npmjs.org/@playwright/test/-/test-1.40.0.tgz",
@@ -17673,11 +17660,11 @@
       }
     },
     "node_modules/playwright": {
-      "version": "1.43.0",
-      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.43.0.tgz",
-      "integrity": "sha512-SiOKHbVjTSf6wHuGCbqrEyzlm6qvXcv7mENP+OZon1I07brfZLGdfWV0l/efAzVx7TF3Z45ov1gPEkku9q25YQ==",
+      "version": "1.41.0",
+      "resolved": "https://registry.npmjs.org/playwright/-/playwright-1.41.0.tgz",
+      "integrity": "sha512-XOsfl5ZtAik/T9oek4V0jAypNlaCNzuKOwVhqhgYT3os6kH34PzbRb74F0VWcLYa5WFdnmxl7qyAHBXvPv7lqQ==",
       "dependencies": {
-        "playwright-core": "1.43.0"
+        "playwright-core": "1.41.0"
       },
       "bin": {
         "playwright": "cli.js"
@@ -17689,17 +17676,6 @@
         "fsevents": "2.3.2"
       }
     },
-    "node_modules/playwright-core": {
-      "version": "1.43.0",
-      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.43.0.tgz",
-      "integrity": "sha512-iWFjyBUH97+pUFiyTqSLd8cDMMOS0r2ZYz2qEsPjH8/bX++sbIJT35MSwKnp1r/OQBAqC5XO99xFbJ9XClhf4w==",
-      "bin": {
-        "playwright-core": "cli.js"
-      },
-      "engines": {
-        "node": ">=16"
-      }
-    },
     "node_modules/playwright/node_modules/fsevents": {
       "version": "2.3.2",
       "resolved": "https://registry.npmjs.org/fsevents/-/fsevents-2.3.2.tgz",
@@ -17713,6 +17689,17 @@
         "node": "^8.16.0 || ^10.6.0 || >=11.0.0"
       }
     },
+    "node_modules/playwright/node_modules/playwright-core": {
+      "version": "1.41.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.41.0.tgz",
+      "integrity": "sha512-UGKASUhXmvqm2Lxa1fNr8sFwAtqjpgBRr9jQ7XBI8Rn5uFiEowGUGwrruUQsVPIom4bk7Lt+oLGpXobnXzrBIw==",
+      "bin": {
+        "playwright-core": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "node_modules/possible-typed-array-names": {
       "version": "1.0.0",
       "resolved": "https://registry.npmjs.org/possible-typed-array-names/-/possible-typed-array-names-1.0.0.tgz",
@@ -24981,7 +24968,7 @@
         "next-auth": "4.24.5",
         "oslo": "^0.17.0",
         "pdf-lib": "^1.17.1",
-        "playwright": "^1.43.0",
+        "playwright": "1.41.0",
         "react": "18.2.0",
         "remeda": "^1.27.1",
         "stripe": "^12.7.0",
@@ -24989,10 +24976,23 @@
         "zod": "^3.22.4"
       },
       "devDependencies": {
-        "@playwright/browser-chromium": "^1.43.0",
+        "@playwright/browser-chromium": "1.41.0",
         "@types/luxon": "^3.3.1"
       }
     },
+    "packages/lib/node_modules/@playwright/browser-chromium": {
+      "version": "1.41.0",
+      "resolved": "https://registry.npmjs.org/@playwright/browser-chromium/-/browser-chromium-1.41.0.tgz",
+      "integrity": "sha512-TaHfh3rDsz4+tVKdMMo4kdFOk8/4U6cPyMXHhoiJVmhOhjHXjR0qPMoa5gz5jDGl478cn5SoXmtgKPgTDFuS0g==",
+      "dev": true,
+      "hasInstallScript": true,
+      "dependencies": {
+        "playwright-core": "1.41.0"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "packages/lib/node_modules/nanoid": {
       "version": "4.0.2",
       "resolved": "https://registry.npmjs.org/nanoid/-/nanoid-4.0.2.tgz",
@@ -25010,6 +25010,18 @@
         "node": "^14 || ^16 || >=18"
       }
     },
+    "packages/lib/node_modules/playwright-core": {
+      "version": "1.41.0",
+      "resolved": "https://registry.npmjs.org/playwright-core/-/playwright-core-1.41.0.tgz",
+      "integrity": "sha512-UGKASUhXmvqm2Lxa1fNr8sFwAtqjpgBRr9jQ7XBI8Rn5uFiEowGUGwrruUQsVPIom4bk7Lt+oLGpXobnXzrBIw==",
+      "dev": true,
+      "bin": {
+        "playwright-core": "cli.js"
+      },
+      "engines": {
+        "node": ">=16"
+      }
+    },
     "packages/prettier-config": {
       "name": "@documenso/prettier-config",
       "version": "0.0.0",

package.json

@@ -38,7 +38,7 @@
     "eslint-config-custom": "*",
     "husky": "^9.0.11",
     "lint-staged": "^15.2.2",
-    "playwright": "^1.43.0",
+    "playwright": "1.41.0",
     "prettier": "^2.5.1",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3"

packages/api/v1/contract.ts

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

packages/api/v1/implementation.ts

@@ -23,7 +23,10 @@ import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/
 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 {
+  getPresignGetUrl,
+  getPresignPostUrl,
+} from '@documenso/lib/universal/upload/server-actions';
 import { DocumentDataType, DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 
 import { ApiContractV1 } from './contract';
@@ -83,6 +86,68 @@ export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
     }
   }),
 
+  downloadSignedDocument: authenticatedMiddleware(async (args, user, team) => {
+    const { id: documentId } = args.params;
+
+    try {
+      if (process.env.NEXT_PUBLIC_UPLOAD_TRANSPORT !== 's3') {
+        return {
+          status: 500,
+          body: {
+            message: 'Please make sure the storage transport is set to S3.',
+          },
+        };
+      }
+
+      const document = await getDocumentById({
+        id: Number(documentId),
+        userId: user.id,
+        teamId: team?.id,
+      });
+
+      if (!document || !document.documentDataId) {
+        return {
+          status: 404,
+          body: {
+            message: 'Document not found',
+          },
+        };
+      }
+
+      if (DocumentDataType.S3_PATH !== document.documentData.type) {
+        return {
+          status: 400,
+          body: {
+            message: 'Invalid document data type',
+          },
+        };
+      }
+
+      if (document.status !== DocumentStatus.COMPLETED) {
+        return {
+          status: 400,
+          body: {
+            message: 'Document is not completed yet.',
+          },
+        };
+      }
+
+      const { url } = await getPresignGetUrl(document.documentData.data);
+
+      return {
+        status: 200,
+        body: { downloadUrl: url },
+      };
+    } catch (err) {
+      return {
+        status: 500,
+        body: {
+          message: 'Error downloading the document. Please try again.',
+        },
+      };
+    }
+  }),
+
   deleteDocument: authenticatedMiddleware(async (args, user, team) => {
     const { id: documentId } = args.params;
 

packages/api/v1/schema.ts

@@ -53,6 +53,10 @@ export const ZUploadDocumentSuccessfulSchema = z.object({
   key: z.string(),
 });
 
+export const ZDownloadDocumentSuccessfulSchema = z.object({
+  downloadUrl: z.string(),
+});
+
 export type TUploadDocumentSuccessfulSchema = z.infer<typeof ZUploadDocumentSuccessfulSchema>;
 
 export const ZCreateDocumentMutationSchema = z.object({

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

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

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

@@ -136,7 +136,7 @@ test('[DOCUMENT_FLOW]: should be able to create a document with multiple recipie
   await page.getByPlaceholder('Name').fill('User 1');
   await page.getByRole('button', { name: 'Add Signer' }).click();
   await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
-  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('User 2');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).nth(1).fill('User 2');
 
   await page.getByRole('button', { name: 'Continue' }).click();
 

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

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

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

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

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

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

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

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

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

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

packages/email/templates/document-invite.tsx

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

packages/lib/package.json

@@ -39,7 +39,7 @@
     "next-auth": "4.24.5",
     "oslo": "^0.17.0",
     "pdf-lib": "^1.17.1",
-    "playwright": "^1.43.0",
+    "playwright": "1.41.0",
     "react": "18.2.0",
     "remeda": "^1.27.1",
     "stripe": "^12.7.0",
@@ -48,6 +48,6 @@
   },
   "devDependencies": {
     "@types/luxon": "^3.3.1",
-    "@playwright/browser-chromium": "^1.43.0"
+    "@playwright/browser-chromium": "1.41.0"
   }
 }

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

@@ -49,8 +49,8 @@ export const completeDocumentWithToken = async ({
 
   const document = await getDocument({ token, documentId });
 
-  if (document.status === DocumentStatus.COMPLETED) {
-    throw new Error(`Document ${document.id} has already been completed`);
+  if (document.status !== DocumentStatus.PENDING) {
+    throw new Error(`Document ${document.id} must be pending`);
   }
 
   if (document.Recipient.length === 0) {

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

@@ -6,6 +6,7 @@ import { mailer } from '@documenso/email/mailer';
 import { render } from '@documenso/email/render';
 import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
 import { prisma } from '@documenso/prisma';
+import type { Document, DocumentMeta, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
@@ -27,110 +28,178 @@ export const deleteDocument = async ({
   teamId,
   requestMetadata,
 }: DeleteDocumentOptions) => {
+  const user = await prisma.user.findUnique({
+    where: {
+      id: userId,
+    },
+  });
+
+  if (!user) {
+    throw new Error('User not found');
+  }
+
   const document = await prisma.document.findUnique({
     where: {
       id,
-      ...(teamId
-        ? {
-            team: {
-              id: teamId,
-              members: {
-                some: {
-                  userId,
-                },
-              },
-            },
-          }
-        : {
-            userId,
-            teamId: null,
-          }),
     },
     include: {
       Recipient: true,
       documentMeta: true,
-      User: true,
+      team: {
+        select: {
+          members: true,
+        },
+      },
     },
   });
 
-  if (!document) {
+  if (!document || (teamId !== undefined && teamId !== document.teamId)) {
     throw new Error('Document not found');
   }
 
-  const { status, User: user } = document;
+  const isUserOwner = document.userId === userId;
+  const isUserTeamMember = document.team?.members.some((member) => member.userId === userId);
+  const userRecipient = document.Recipient.find((recipient) => recipient.email === user.email);
 
-  // if the document is a draft, hard-delete
-  if (status === DocumentStatus.DRAFT) {
+  if (!isUserOwner && !isUserTeamMember && !userRecipient) {
+    throw new Error('Not allowed');
+  }
+
+  // Handle hard or soft deleting the actual document if user has permission.
+  if (isUserOwner || isUserTeamMember) {
+    await handleDocumentOwnerDelete({
+      document,
+      user,
+      requestMetadata,
+    });
+  }
+
+  // Continue to hide the document from the user if they are a recipient.
+  if (userRecipient?.documentDeletedAt === null) {
+    await prisma.recipient.update({
+      where: {
+        documentId_email: {
+          documentId: document.id,
+          email: user.email,
+        },
+      },
+      data: {
+        documentDeletedAt: new Date().toISOString(),
+      },
+    });
+  }
+
+  // Return partial document for API v1 response.
+  return {
+    id: document.id,
+    userId: document.userId,
+    teamId: document.teamId,
+    title: document.title,
+    status: document.status,
+    documentDataId: document.documentDataId,
+    createdAt: document.createdAt,
+    updatedAt: document.updatedAt,
+    completedAt: document.completedAt,
+  };
+};
+
+type HandleDocumentOwnerDeleteOptions = {
+  document: Document & {
+    Recipient: Recipient[];
+    documentMeta: DocumentMeta | null;
+  };
+  user: User;
+  requestMetadata?: RequestMetadata;
+};
+
+const handleDocumentOwnerDelete = async ({
+  document,
+  user,
+  requestMetadata,
+}: HandleDocumentOwnerDeleteOptions) => {
+  if (document.deletedAt) {
+    return;
+  }
+
+  // Soft delete completed documents.
+  if (document.status === DocumentStatus.COMPLETED) {
     return await prisma.$transaction(async (tx) => {
-      // Currently redundant since deleting a document will delete the audit logs.
-      // However may be useful if we disassociate audit lgos and documents if required.
       await tx.documentAuditLog.create({
         data: createDocumentAuditLogData({
-          documentId: id,
+          documentId: document.id,
           type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
           user,
           requestMetadata,
           data: {
-            type: 'HARD',
+            type: 'SOFT',
           },
         }),
       });
 
-      return await tx.document.delete({ where: { id, status: DocumentStatus.DRAFT } });
+      return await tx.document.update({
+        where: {
+          id: document.id,
+        },
+        data: {
+          deletedAt: new Date().toISOString(),
+        },
+      });
     });
   }
 
-  // if the document is pending, send cancellation emails to all recipients
-  if (status === DocumentStatus.PENDING && document.Recipient.length > 0) {
-    await Promise.all(
-      document.Recipient.map(async (recipient) => {
-        const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
-
-        const template = createElement(DocumentCancelTemplate, {
-          documentName: document.title,
-          inviterName: user.name || undefined,
-          inviterEmail: user.email,
-          assetBaseUrl,
-        });
-
-        await mailer.sendMail({
-          to: {
-            address: recipient.email,
-            name: recipient.name,
-          },
-          from: {
-            name: FROM_NAME,
-            address: FROM_ADDRESS,
-          },
-          subject: 'Document Cancelled',
-          html: render(template),
-          text: render(template, { plainText: true }),
-        });
-      }),
-    );
-  }
-
-  // If the document is not a draft, only soft-delete.
-  return await prisma.$transaction(async (tx) => {
+  // Hard delete draft and pending documents.
+  const deletedDocument = await prisma.$transaction(async (tx) => {
+    // Currently redundant since deleting a document will delete the audit logs.
+    // However may be useful if we disassociate audit logs and documents if required.
     await tx.documentAuditLog.create({
       data: createDocumentAuditLogData({
-        documentId: id,
+        documentId: document.id,
         type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_DELETED,
         user,
         requestMetadata,
         data: {
-          type: 'SOFT',
+          type: 'HARD',
         },
       }),
     });
 
-    return await tx.document.update({
+    return await tx.document.delete({
       where: {
-        id,
-      },
-      data: {
-        deletedAt: new Date().toISOString(),
+        id: document.id,
+        status: {
+          not: DocumentStatus.COMPLETED,
+        },
       },
     });
   });
+
+  // Send cancellation emails to recipients.
+  await Promise.all(
+    document.Recipient.map(async (recipient) => {
+      const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+
+      const template = createElement(DocumentCancelTemplate, {
+        documentName: document.title,
+        inviterName: user.name || undefined,
+        inviterEmail: user.email,
+        assetBaseUrl,
+      });
+
+      await mailer.sendMail({
+        to: {
+          address: recipient.email,
+          name: recipient.name,
+        },
+        from: {
+          name: FROM_NAME,
+          address: FROM_ADDRESS,
+        },
+        subject: 'Document Cancelled',
+        html: render(template),
+        text: render(template, { plainText: true }),
+      });
+    }),
+  );
+
+  return deletedDocument;
 };

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

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

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

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

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

@@ -88,6 +88,11 @@ export const resendDocument = async ({
       const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
       const { email, name } = recipient;
+      const selfSigner = email === user.email;
+
+      const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
+        recipient.role
+      ].actionVerb.toLowerCase()} it.`;
 
       const customEmailTemplate = {
         'signer.name': name,
@@ -104,12 +109,20 @@ export const resendDocument = async ({
         inviterEmail: user.email,
         assetBaseUrl,
         signDocumentLink,
-        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        customBody: renderCustomEmailTemplate(
+          selfSigner ? selfSignerCustomEmail : customEmail?.message || '',
+          customEmailTemplate,
+        ),
         role: recipient.role,
+        selfSigner,
       });
 
       const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
 
+      const emailSubject = selfSigner
+        ? `Reminder: Please ${actionVerb.toLowerCase()} your document`
+        : `Reminder: Please ${actionVerb.toLowerCase()} this document`;
+
       await prisma.$transaction(
         async (tx) => {
           await mailer.sendMail({
@@ -123,7 +136,7 @@ export const resendDocument = async ({
             },
             subject: customEmail?.subject
               ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-              : `Please ${actionVerb.toLowerCase()} this document`,
+              : emailSubject,
             html: render(template),
             text: render(template, { plainText: true }),
           });

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

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

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

@@ -127,6 +127,11 @@ export const sendDocument = async ({
       const recipientEmailType = RECIPIENT_ROLE_TO_EMAIL_TYPE[recipient.role];
 
       const { email, name } = recipient;
+      const selfSigner = email === user.email;
+
+      const selfSignerCustomEmail = `You have initiated the document ${`"${document.title}"`} that requires you to ${RECIPIENT_ROLES_DESCRIPTION[
+        recipient.role
+      ].actionVerb.toLowerCase()} it.`;
 
       const customEmailTemplate = {
         'signer.name': name,
@@ -143,12 +148,20 @@ export const sendDocument = async ({
         inviterEmail: user.email,
         assetBaseUrl,
         signDocumentLink,
-        customBody: renderCustomEmailTemplate(customEmail?.message || '', customEmailTemplate),
+        customBody: renderCustomEmailTemplate(
+          selfSigner ? selfSignerCustomEmail : customEmail?.message || '',
+          customEmailTemplate,
+        ),
         role: recipient.role,
+        selfSigner,
       });
 
       const { actionVerb } = RECIPIENT_ROLES_DESCRIPTION[recipient.role];
 
+      const emailSubject = selfSigner
+        ? `Please ${actionVerb.toLowerCase()} your document`
+        : `Please ${actionVerb.toLowerCase()} this document`;
+
       await prisma.$transaction(
         async (tx) => {
           await mailer.sendMail({
@@ -162,7 +175,7 @@ export const sendDocument = async ({
             },
             subject: customEmail?.subject
               ? renderCustomEmailTemplate(customEmail.subject, customEmailTemplate)
-              : `Please ${actionVerb.toLowerCase()} this document`,
+              : emailSubject,
             html: render(template),
             text: render(template, { plainText: true }),
           });

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

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

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

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

packages/prisma/migrations/20240408142543_add_recipient_document_delete/migration.sql

@@ -0,0 +1,13 @@
+-- AlterTable
+ALTER TABLE "Recipient" ADD COLUMN     "documentDeletedAt" TIMESTAMP(3);
+
+-- Hard delete all PENDING documents that have been soft deleted
+DELETE FROM "Document" WHERE "deletedAt" IS NOT NULL AND "status" = 'PENDING';
+
+-- Update all recipients who are the owner of the document and where the document has deletedAt set to not null
+UPDATE "Recipient"
+SET "documentDeletedAt" = "Document"."deletedAt"
+FROM "Document", "User"
+WHERE "Recipient"."documentId" = "Document"."id"
+AND "Recipient"."email" = "User"."email"
+AND "Document"."deletedAt" IS NOT NULL;

packages/prisma/migrations/20240424072655_update_foreign_key_constraints/migration.sql

@@ -0,0 +1,23 @@
+-- DropForeignKey
+ALTER TABLE "PasswordResetToken" DROP CONSTRAINT "PasswordResetToken_userId_fkey";
+
+-- DropForeignKey
+ALTER TABLE "Signature" DROP CONSTRAINT "Signature_fieldId_fkey";
+
+-- DropForeignKey
+ALTER TABLE "Team" DROP CONSTRAINT "Team_ownerUserId_fkey";
+
+-- DropForeignKey
+ALTER TABLE "TeamMember" DROP CONSTRAINT "TeamMember_userId_fkey";
+
+-- AddForeignKey
+ALTER TABLE "PasswordResetToken" ADD CONSTRAINT "PasswordResetToken_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Signature" ADD CONSTRAINT "Signature_fieldId_fkey" FOREIGN KEY ("fieldId") REFERENCES "Field"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "Team" ADD CONSTRAINT "Team_ownerUserId_fkey" FOREIGN KEY ("ownerUserId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "TeamMember" ADD CONSTRAINT "TeamMember_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

packages/prisma/schema.prisma

@@ -98,7 +98,7 @@ model PasswordResetToken {
   createdAt DateTime @default(now())
   expiry    DateTime
   userId    Int
-  User      User     @relation(fields: [userId], references: [id])
+  User      User     @relation(fields: [userId], references: [id], onDelete: Cascade)
 }
 
 model Passkey {
@@ -347,23 +347,24 @@ enum RecipientRole {
 }
 
 model Recipient {
-  id            Int           @id @default(autoincrement())
-  documentId    Int?
-  templateId    Int?
-  email         String        @db.VarChar(255)
-  name          String        @default("") @db.VarChar(255)
-  token         String
-  expired       DateTime?
-  signedAt      DateTime?
-  authOptions   Json?
-  role          RecipientRole @default(SIGNER)
-  readStatus    ReadStatus    @default(NOT_OPENED)
-  signingStatus SigningStatus @default(NOT_SIGNED)
-  sendStatus    SendStatus    @default(NOT_SENT)
-  Document      Document?     @relation(fields: [documentId], references: [id], onDelete: Cascade)
-  Template      Template?     @relation(fields: [templateId], references: [id], onDelete: Cascade)
-  Field         Field[]
-  Signature     Signature[]
+  id                Int           @id @default(autoincrement())
+  documentId        Int?
+  templateId        Int?
+  email             String        @db.VarChar(255)
+  name              String        @default("") @db.VarChar(255)
+  token             String
+  documentDeletedAt DateTime?
+  expired           DateTime?
+  signedAt          DateTime?
+  authOptions       Json?
+  role              RecipientRole @default(SIGNER)
+  readStatus        ReadStatus    @default(NOT_OPENED)
+  signingStatus     SigningStatus @default(NOT_SIGNED)
+  sendStatus        SendStatus    @default(NOT_SENT)
+  Document          Document?     @relation(fields: [documentId], references: [id], onDelete: Cascade)
+  Template          Template?     @relation(fields: [templateId], references: [id], onDelete: Cascade)
+  Field             Field[]
+  Signature         Signature[]
 
   @@unique([documentId, email])
   @@unique([templateId, email])
@@ -414,7 +415,7 @@ model Signature {
   typedSignature         String?
 
   Recipient Recipient @relation(fields: [recipientId], references: [id], onDelete: Cascade)
-  Field     Field     @relation(fields: [fieldId], references: [id], onDelete: Restrict)
+  Field     Field     @relation(fields: [fieldId], references: [id], onDelete: Cascade)
 
   @@index([recipientId])
 }
@@ -456,7 +457,7 @@ model Team {
   emailVerification    TeamEmailVerification?
   transferVerification TeamTransferVerification?
 
-  owner        User          @relation(fields: [ownerUserId], references: [id])
+  owner        User          @relation(fields: [ownerUserId], references: [id], onDelete: Cascade)
   subscription Subscription?
 
   document  Document[]
@@ -482,7 +483,7 @@ model TeamMember {
   createdAt DateTime       @default(now())
   role      TeamMemberRole
   userId    Int
-  user      User           @relation(fields: [userId], references: [id])
+  user      User           @relation(fields: [userId], references: [id], onDelete: Cascade)
   team      Team           @relation(fields: [teamId], references: [id], onDelete: Cascade)
 
   @@unique([userId, teamId])
@@ -563,5 +564,5 @@ model SiteSettings {
   data                 Json
   lastModifiedByUserId Int?
   lastModifiedAt       DateTime @default(now())
-  lastModifiedByUser   User?    @relation(fields: [lastModifiedByUserId], references: [id])
+  lastModifiedByUser   User?    @relation(fields: [lastModifiedByUserId], references: [id], onDelete: SetNull)
 }

packages/prisma/seed/documents.ts

@@ -342,14 +342,15 @@ export const seedPendingDocumentWithFullFields = async ({
     },
   });
 
-  const latestDocument = updateDocumentOptions
-    ? await prisma.document.update({
-        where: {
-          id: document.id,
-        },
-        data: updateDocumentOptions,
-      })
-    : document;
+  const latestDocument = await prisma.document.update({
+    where: {
+      id: document.id,
+    },
+    data: {
+      ...updateDocumentOptions,
+      status: DocumentStatus.PENDING,
+    },
+  });
 
   return {
     document: latestDocument,

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

@@ -221,6 +221,10 @@ export const documentRouter = router({
       }
     }),
 
+  getDocumentMetaById: authenticatedProcedure
+    .input(ZSetSettingsForDocumentMutationSchema)
+    .mutation(async ({ input, ctx }) => {}),
+
   setTitleForDocument: authenticatedProcedure
     .input(ZSetTitleForDocumentMutationSchema)
     .mutation(async ({ input, ctx }) => {

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

@@ -28,6 +28,8 @@ export const ZAddSettingsFormSchema = z.object({
     ZDocumentActionAuthTypesSchema.optional(),
   ),
   meta: z.object({
+    subject: z.string().optional(),
+    message: z.string().optional(),
     timezone: z.string().optional().default(DEFAULT_DOCUMENT_TIME_ZONE),
     dateFormat: z.string().optional().default(DEFAULT_DOCUMENT_DATE_FORMAT),
     redirectUrl: z

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

@@ -139,10 +139,8 @@ export const AddSignersFormPartial = ({
   };
 
   const onAddSelfSigner = () => {
-    const newSelfSignerId = nanoid(12);
-
     appendSigner({
-      formId: newSelfSignerId,
+      formId: nanoid(12),
       name: user?.name ?? '',
       email: user?.email ?? '',
       role: RecipientRole.SIGNER,
@@ -249,9 +247,7 @@ export const AddSignersFormPartial = ({
                           'col-span-4': showAdvancedSettings,
                         })}
                       >
-                        {!showAdvancedSettings && index === 0 && (
-                          <FormLabel required>Name</FormLabel>
-                        )}
+                        {!showAdvancedSettings && index === 0 && <FormLabel>Name</FormLabel>}
 
                         <FormControl>
                           <Input
@@ -363,29 +359,83 @@ export const AddSignersFormPartial = ({
                             <SelectContent align="end">
                               <SelectItem value={RecipientRole.SIGNER}>
                                 <div className="flex items-center">
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
-                                  Signer
-                                </div>
-                              </SelectItem>
-
-                              <SelectItem value={RecipientRole.CC}>
-                                <div className="flex items-center">
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                                  Receives copy
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                                    Needs to sign
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to sign the document for it to be
+                                        completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
                                 </div>
                               </SelectItem>
 
                               <SelectItem value={RecipientRole.APPROVER}>
                                 <div className="flex items-center">
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
-                                  Approver
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">
+                                      {ROLE_ICONS[RecipientRole.APPROVER]}
+                                    </span>
+                                    Needs to approve
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to approve the document for it to
+                                        be completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
                                 </div>
                               </SelectItem>
 
                               <SelectItem value={RecipientRole.VIEWER}>
                                 <div className="flex items-center">
-                                  <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                                  Viewer
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                                    Needs to view
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is required to view the document for it to be
+                                        completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
+                                </div>
+                              </SelectItem>
+
+                              <SelectItem value={RecipientRole.CC}>
+                                <div className="flex items-center">
+                                  <div className="flex w-[150px] items-center">
+                                    <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                    Receives copy
+                                  </div>
+                                  <Tooltip>
+                                    <TooltipTrigger>
+                                      <InfoIcon className="h-4 w-4" />
+                                    </TooltipTrigger>
+                                    <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                      <p>
+                                        The recipient is not required to take any action and
+                                        receives a copy of the document after it is completed.
+                                      </p>
+                                    </TooltipContent>
+                                  </Tooltip>
                                 </div>
                               </SelectItem>
                             </SelectContent>

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

@@ -1,5 +1,7 @@
 'use client';
 
+import { useEffect } from 'react';
+
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useForm } from 'react-hook-form';
 
@@ -30,6 +32,8 @@ export type AddSubjectFormProps = {
   document: DocumentWithData;
   onSubmit: (_data: TAddSubjectFormSchema) => void;
   isDocumentPdfLoaded: boolean;
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  setSubjectFormFields: (subject?: string, message?: string) => void;
 };
 
 export const AddSubjectFormPartial = ({
@@ -39,10 +43,12 @@ export const AddSubjectFormPartial = ({
   document,
   onSubmit,
   isDocumentPdfLoaded,
+  setSubjectFormFields,
 }: AddSubjectFormProps) => {
   const {
     register,
     handleSubmit,
+    getValues,
     formState: { errors, isSubmitting },
   } = useForm<TAddSubjectFormSchema>({
     defaultValues: {
@@ -57,6 +63,13 @@ export const AddSubjectFormPartial = ({
   const onFormSubmit = handleSubmit(onSubmit);
   const { currentStep, totalSteps, previousStep } = useStep();
 
+  useEffect(() => {
+    return () => {
+      const { meta } = getValues();
+      setSubjectFormFields(meta.subject, meta.message);
+    };
+  }, [getValues, setSubjectFormFields]);
+
   return (
     <>
       <DocumentFlowFormContainerHeader

packages/ui/primitives/template-flow/add-template-placeholder-recipients.tsx

@@ -4,7 +4,7 @@ import React, { useId, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { AnimatePresence, motion } from 'framer-motion';
-import { Plus, Trash } from 'lucide-react';
+import { InfoIcon, Plus, Trash } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 import { Controller, useFieldArray, useForm } from 'react-hook-form';
 
@@ -25,6 +25,7 @@ import type { DocumentFlowStep } from '../document-flow/types';
 import { ROLE_ICONS } from '../recipient-role-icons';
 import { Select, SelectContent, SelectItem, SelectTrigger } from '../select';
 import { useStep } from '../stepper';
+import { Tooltip, TooltipContent, TooltipTrigger } from '../tooltip';
 import type { TAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 import { ZAddTemplatePlacholderRecipientsFormSchema } from './add-template-placeholder-recipients.types';
 
@@ -90,10 +91,8 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
   });
 
   const onAddPlaceholderSelfRecipient = () => {
-    const newSelfSignerId = nanoid(12);
-
     appendSigner({
-      formId: newSelfSignerId,
+      formId: nanoid(12),
       name: user?.name ?? '',
       email: user?.email ?? '',
       role: RecipientRole.SIGNER,
@@ -161,29 +160,81 @@ export const AddTemplatePlaceholderRecipientsFormPartial = ({
                         <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>
-
-                          <SelectItem value={RecipientRole.CC}>
-                            <div className="flex items-center">
-                              <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
-                              Receives copy
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                                Needs to sign
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to sign the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
                             </div>
                           </SelectItem>
 
                           <SelectItem value={RecipientRole.APPROVER}>
                             <div className="flex items-center">
-                              <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
-                              Approver
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                                Needs to approve
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to approve the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
                             </div>
                           </SelectItem>
 
                           <SelectItem value={RecipientRole.VIEWER}>
                             <div className="flex items-center">
-                              <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
-                              Viewer
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                                Needs to view
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is required to view the document for it to be
+                                    completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
+                            </div>
+                          </SelectItem>
+
+                          <SelectItem value={RecipientRole.CC}>
+                            <div className="flex items-center">
+                              <div className="flex w-[150px] items-center">
+                                <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                                Receives copy
+                              </div>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                                  <p>
+                                    The recipient is not required to take any action and receives a
+                                    copy of the document after it is completed.
+                                  </p>
+                                </TooltipContent>
+                              </Tooltip>
                             </div>
                           </SelectItem>
                         </SelectContent>