fix(typography): allow italic synthesis for cjk fallback fonts

- Switched bundled browser font references from TTF to WOFF2 and enabled optical sizing.
- Refined heading hierarchy, text wrapping, mobile controls, and numeric alignment.
- Polished notification badges, button underlines, and ligature rendering.

.agents/plans/quiet-jade-river-recipient-signing-groups.md

@@ -1,175 +0,0 @@
----
-date: 2026-08-04
-title: Recipient Signing Groups
----
-
-## Summary
-
-Allow recipients to be **grouped into a single signing step** when "Enable signing order" (SEQUENTIAL) is on. Grouped recipients share the same `signingOrder` number and may act **in any order among themselves**; the next step only unlocks once **every** member of the group has completed their required action.
-
-- A **step** = all non-CC recipients sharing one `signingOrder` value.
-- A **group** = a step with 2+ members.
-- Feature surface: **V2 envelope editor only** (`apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx`). Backend enforcement is global (any document with duplicate orders behaves correctly, including API-created ones).
-
-No database schema changes: `Recipient.signingOrder` is already a nullable, non-unique `Int` (`packages/prisma/schema.prisma:647`), and all tRPC/REST schemas already accept duplicate values (`z.number().optional()` everywhere). Today duplicates are only destroyed by client-side normalization.
-
-## Amendments (2026-08-04, post-implementation)
-
-- The step badge copy is **"Group N"** (not "Step N").
-- The signing-order number input was **removed entirely** — grouping, joining,
-  extraction and reordering are **drag-and-drop only**. The "type-to-join" and
-  "out-of-bounds number extraction" decisions below are superseded; the
-  `Ungroup` link remains as the non-drag affordance for dissolving a group.
-- Known limitation: gap drop-zones keep a constant hit area (drop-target
-  geometry is captured at drag start, so drag-dependent resizing would
-  desynchronise the visible strip from the actual hit area).
-
-## Product decisions (agreed)
-
-| Topic | Decision |
-| --- | --- |
-| Group representation | Derived from duplicate `signingOrder` values. No new tables/columns. |
-| Whole-group drag | Required. Step cards are draggable as a unit (nested Kanban DnD). |
-| Grouping gestures | Drag a recipient/step onto a card (combine) **or** type an existing step number into the order input (type-to-join, DocuSign style). |
-| Removing one member | Drag the member row out to a gap zone, **or** type an out-of-bounds number (> step count) to become a standalone step at the end. |
-| Ungroup link | Dissolves the whole group into consecutive standalone steps, preserving relative order. |
-| Dictate next signer | Coexists with groups. Dictation UI/rewrite applies **only** when the completing signer is the last unsigned member of their step **and** the next step has exactly one member. Otherwise dictation is silently skipped for that transition. |
-| Assistants | May be grouped. A grouped assistant can only assist recipients in **strictly higher** steps (never group peers). |
-| CSC/TSP (AES/QES) instances | Groups are blocked (editor validation). TSP signing path unchanged. |
-| V1 editors | Unchanged. Editing recipients of a grouped document in a V1 surface flattens groups (accepted limitation). |
-
-## Current-state reference
-
-Key decision points that assume a single "next recipient":
-
-- `packages/lib/server-only/document/send-document.ts:150-157` — SEQUENTIAL initial send notifies `.slice(0, 1)` of pending recipients.
-- `packages/lib/server-only/document/complete-document-with-token.ts:368-459` — after completion, `const [nextRecipient] = pendingRecipients` is activated (sendStatus SENT) and emailed; dictation rewrites that single recipient.
-- `packages/lib/server-only/recipient/get-is-recipient-turn.ts:40-49` — **index-based** loop: everyone earlier in the sorted array must be SIGNED. Two recipients sharing an order would block each other.
-- `packages/lib/server-only/envelope/get-envelope-for-recipient-signing.ts:263-279` — duplicated inline copy of the same index-based loop (feeds V2 signing `isRecipientsTurn`).
-- `packages/lib/server-only/recipient/get-next-pending-recipient.ts` — returns `recipients[currentIndex + 1]` for the dictate-next-signer form (V1 sign loader).
-- `packages/lib/server-only/template/create-document-from-direct-template.ts:674-742` — same single-next assumption for direct-template dictation.
-- Assistant scope: `packages/lib/server-only/recipient/get-recipients-for-assistant.ts` and the assistant branch of `packages/trpc/server/envelope-router/sign-envelope-field.ts` use `signingOrder: { gte: ... }`.
-- Client normalization: `normalizeRecipientSigningOrders` (`packages/lib/utils/recipients.ts:50-68`) force-renumbers non-CC recipients `index + 1`, destroying duplicates. Used by V2 editor (via `packages/lib/client-only/hooks/use-editor-recipients.ts`) and V1 editors.
-- Editor autosave: watch-effect in `envelope-editor-recipient-form.tsx:524-588` diffs signers (incl. `signingOrder`) and calls `setRecipientsDebounced` → `trpc.envelope.recipient.set` (1000 ms debounce); meta changes go through `envelope.update`.
-- The canonical sort everywhere: `orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }]`.
-
-## 1. Data model & ordering semantics
-
-- Orders stay dense `1..K` (K = number of steps): a grouped document looks like `[1, 2, 3, 3, 4]`.
-- CC recipients keep `signingOrder: undefined` and always sort after steps (unchanged).
-- REJECTED semantics unchanged: turn checks treat `signingStatus !== SIGNED` (including REJECTED) as blocking; rejection independently cancels the document via the existing flow.
-- Null orders (legacy/API data) sort last (treated as `+Infinity` in comparisons).
-
-## 2. Shared pure utilities — `packages/lib/utils/recipient-groups.ts` (new)
-
-Client-safe pure functions, fully unit-tested:
-
-- `groupRecipientsBySigningOrder(signers)` → `{ steps: Array<{ order: number; members: T[] }>, ccRecipients: T[] }`. Steps sorted ascending; members keep array order.
-- `normalizeGroupedSigningOrders(signers, canUpdate?)` → dense-renumbers steps **preserving duplicates**. Contract mirrors the flat normalizer: steps sort by current order and are renumbered by sequence position; a step containing a locked recipient (per `canUpdate`) keeps the locked member's persisted order; editable steps never collide into a locked step's number (no accidental grouping — they take the next free position). In practice locked recipients occupy a prefix of the sequence (sequential signing means earlier steps signed first), so positions and persisted orders agree; API-created oddities degrade gracefully like today. CC recipients get `undefined` and move to the tail.
-- Editor operations (each returns a new, normalized signers array; no mutation):
-  - `reorderStep(signers, fromStepIndex, toStepIndex)`
-  - `mergeSteps(signers, sourceStepIndex, targetStepIndex)` — all source members adopt the target step's order
-  - `moveRecipientToStep(signers, formId, targetStepIndex)` — join a group
-  - `extractRecipientToNewStep(signers, formId, insertStepIndex)` — become a standalone step at that gap position
-  - `ungroupStep(signers, stepIndex)` — members become consecutive standalone steps
-- `getDictatableNextRecipient(recipients, currentRecipientId)` → the single next-step recipient, or `null` when the current signer isn't the last unsigned member of their step or the next step has ≠ 1 member. Shared by server dictation logic and client dictate-form mirrors.
-
-`normalizeRecipientSigningOrders` (flat) is left untouched for V1 surfaces. `isAssistantLastSigner` (`packages/lib/utils/recipients.ts:25-30`) becomes group-aware: warns when any ASSISTANT sits in the **last step** (equivalent behavior for ungrouped documents).
-
-## 3. Editor UI — structure & visuals
-
-Component split under `apps/remix/app/components/general/envelope-editor/`:
-
-- `envelope-editor-recipient-form.tsx` — retains header actions (AI detect, Add Myself, Add Signer), signing-order/dictate checkboxes, autosave watch-effect (unchanged logic), dialogs, limits alert.
-- `recipient-step-list.tsx` (new) — `DragDropContext`, outer step `Droppable`, gap drop-zones, step derivation via `groupRecipientsBySigningOrder(watchedSigners)`.
-- `recipient-step-card.tsx` (new) — card chrome: card-level grip, `Step {n}` badge (`Badge variant="neutral"`), group header row (`Users2Icon` + `{n} signers · any order` via `plural()` + right-aligned `Ungroup` link `Button variant="link"`), inner member `Droppable`.
-- `recipient-row.tsx` (new) — moved row internals: row grip, order input, email/name `RecipientAutoCompleteInput`, `RecipientRoleSelect`, delete button, advanced `RecipientActionAuthSelect`.
-
-Rendering rules:
-
-- Form state remains the single flat `signers` field array (react-hook-form indices = flat array positions); steps are derived at render time only.
-- Sequential mode: every step renders as a bordered card. Group cards (2+ members) get the green accent treatment: `border-primary`-tinted border, light green background, green-tinted order inputs, group header row visible.
-- Single-member steps: card with `Step {n}` badge, card grip, and the member row (with its own row grip) — no group header.
-- CC recipients: plain non-draggable cards without badge/order input, rendered after the last step.
-- Parallel mode (signing order off): render today's flat rows — no cards, badges, or grouping UI.
-- All new strings use `<Trans>`/`t`/`plural` macros.
-
-## 4. Editor UI — interactions
-
-### Drag & drop (nested Kanban, `@hello-pangea/dnd`)
-
-- Outer `Droppable` `type="STEP"` (vertical) contains one `Draggable` per step; drag handle = card grip. `isCombineEnabled` on.
-- Each step card contains an inner `Droppable` `type="RECIPIENT"` with one `Draggable` per member; drag handle = row grip.
-- Gap zones: slim `Droppable`s of `type="RECIPIENT"` rendered between cards and at both ends. Collapsed (`h-2`, invisible) normally; while a RECIPIENT drag is active (tracked via `onBeforeCapture`), they expand to dashed strips (per mock image 2).
-
-| Gesture | DnD result | Operation |
-| --- | --- | --- |
-| Card grip → drop between cards | `type=STEP`, `destination` | `reorderStep` |
-| Card grip → drop onto another card's center | `type=STEP`, `combine` | `mergeSteps` |
-| Row grip → drop onto another step card | `type=RECIPIENT`, destination = that card's inner droppable | `moveRecipientToStep` |
-| Row grip → drop on a gap zone | `type=RECIPIENT`, destination = gap droppable | `extractRecipientToNewStep` |
-| Row grip → drop within own step | destination = own inner droppable | no-op |
-
-Hover affordances: target card shows a green ring + floating `Release to sign together` badge (with users icon) when it is a combine target (`snapshot.combineTargetFor`) **or** an inner-droppable hover target (`snapshot.isDraggingOver`). Existing drag styling (widget background, pointer-events) carries over.
-
-After every operation: normalize → `form.setValue('signers', ...)` (validate + dirty) → assistant-last-step warning toast when applicable → `form.trigger('signers')`. The existing watch-effect autosaves.
-
-### Signing-order number input
-
-- `min=1`, `max=stepCount + 1` (spinner + typed, `data-testid="signing-order-input"` kept).
-- Value `N` where `N` = own step → no-op.
-- `N` in `1..K`, other step → `moveRecipientToStep` (type-to-join; also merges two solo steps into a group).
-- `N > K` → `extractRecipientToNewStep` at the end (out-of-bounds extraction).
-- Invalid input (empty, non-integer, `< 1`) → ignored (current behavior).
-
-### Other interactions
-
-- **Ungroup** link → `ungroupStep`.
-- **Add Signer / Add Myself / AI detection** → new standalone step at the end (`signingOrder = stepCount + 1`).
-- **Remove signer** → existing flow + group-aware normalize (a group of 2 losing a member dissolves into a plain step; empty steps disappear).
-- **Role change to CC** → member leaves its step (normalize moves it to the tail). Role change to ASSISTANT inside a group is allowed.
-- **Locked recipients** (signed or inserted fields, per `canRecipientBeModified`): row controls disabled as today. A step containing a locked member cannot have its order changed — card grip disabled (no drag/reorder, no combining it *into* another step) and Ungroup disabled. It **may** still receive new members (inner drop, combine-as-target, type-to-join), since that never alters the locked member's order; editable peers may still be dragged out individually.
-- **Drag disabled** entirely when: parallel mode, submitting, or (per draggable) CC/locked — matching current `isDragDisabled` rules.
-
-## 5. Backend signing flow (group-aware)
-
-Single shared predicate (pure, in `recipient-groups.ts`): *a recipient may act iff no non-CC recipient with `signingStatus !== SIGNED` has a strictly lower `signingOrder` (null = ∞)*.
-
-1. **Turn check** — `get-is-recipient-turn.ts` replaces its index loop with the predicate; `get-envelope-for-recipient-signing.ts:263-279` deletes its inline copy and calls the same helper. Both keep their existing queries (add the `nulls: 'last'` + `id` tiebreaker to the sort in both for consistency).
-2. **Initial send** — `send-document.ts`: SEQUENTIAL now notifies **all** pending non-CC recipients holding the minimum pending order (replaces `.slice(0, 1)`).
-3. **Completion advance** — `complete-document-with-token.ts`: compute `nextGroup` = pending (non-SIGNED, non-CC) recipients at the minimum order. Activate (sendStatus SENT + sentAt) and email **only members with `sendStatus !== SENT`**, each via the existing `send.signing.requested.email` job. This one rule covers both cases: mid-group completion (remaining peers already SENT → nothing sent, no advance) and step transition (all next-step members activated together). The "waiting for others" pending email to the just-signed recipient is unchanged. Mirror the same logic in `create-document-from-direct-template.ts`.
-4. **Dictate next signer** — rewrite (`nextSigner` name/email + RECIPIENT_UPDATED audit log) applies only when `allowDictateNextSigner && nextGroup.length === 1` and that member is freshly activated (`sendStatus !== SENT`). Server form source `get-next-pending-recipient.ts` and the client mirrors (`envelope-signing-provider.tsx`, `document-signing-page-view-v1.tsx`, `direct-template-signing-form.tsx`) all switch to `getDictatableNextRecipient` — the form only renders when the completing signer is the last unsigned member of their step and the next step has exactly one member.
-5. **Assistants** — `get-recipients-for-assistant.ts` and the assistant branch of `sign-envelope-field.ts` change `gte` → strictly-greater semantics so grouped assistants cannot act for group peers. Implementation must verify whether the current `gte` lists include the assistant themself and preserve that self-inclusion explicitly (`OR id = assistant.id`) if so.
-6. **CSC/TSP** — no changes to `execute-tsp-sign.ts` (head-of-queue advance stays safe even if duplicates arrive via API). The editor blocks group creation on CSC instances via the existing CSC `superRefine` in `ZEditorRecipientsFormSchema`: add an issue when any non-CC duplicate `signingOrder` exists.
-
-No email template, webhook, audit-log, or job-definition changes: activation emails, events, and logs are already per-recipient.
-
-## 6. Validation & compatibility
-
-- `ZEditorRecipientsFormSchema` gains the CSC no-duplicates issue only; tRPC/REST schemas stay `z.number().optional()` (duplicates are now legitimate).
-- Templates: groups carry into created documents (`signingOrder` copies verbatim in template → document creation and document duplication). Verified by unit/E2E coverage.
-- V1 editors and embed authoring keep the flat normalizer: opening & saving recipients there flattens groups into consecutive steps (accepted, documented limitation).
-- API consumers that already send duplicate orders gain correct parallel-group behavior automatically.
-
-## 7. Testing
-
-**Unit (vitest, `packages/lib`)** — new `recipient-groups.test.ts` (+ extend `recipients.test.ts`):
-
-- Step derivation (duplicates, nulls, CC exclusion, stable member order).
-- `normalizeGroupedSigningOrders`: preserves groups, compacts gaps, locked-recipient anchoring, CC tail.
-- Each editor operation: merge, join, extract (incl. out-of-bounds), reorder, ungroup, dissolve-on-removal.
-- Turn predicate: group member allowed when lower steps signed; blocked by any lower unsigned/REJECTED; parallel mode; null orders; single-member equivalence with old behavior.
-- `getDictatableNextRecipient`: eligibility matrix (mid-group vs last-of-group × next step size 1/2+/none).
-
-**E2E (Playwright, `packages/app-tests`, per the envelope-editor-v2-e2e skill)**:
-
-- Editor: type-to-join creates a group (badge `Step 3`, header `2 signers · any order`, green styling), persistence after reload, Ungroup restores sequential steps, out-of-bounds extraction.
-- Signing flow: document `[1, (2,2), 3]` — after step 1 signs, both group members can access signing (either order); step 3 is blocked (waiting page) until both complete, then unlocks; activation emails fire once per member.
-- One best-effort drag smoke test (combine two solo steps); drag logic correctness is otherwise covered by unit tests.
-
-## 8. Out of scope
-
-- Named groups, quorum ("k of n") semantics, or per-group metadata (would require an explicit group entity — future migration if ever needed).
-- Whole-group drag *into* another group via card grip is a merge (`mergeSteps`); there is no "insert group inside group" concept.
-- V1 editor group awareness.
-- TSP/CSC parallel signing.

.agents/skills/create-justification/SKILL.md

@@ -1,56 +0,0 @@
----
-name: create-justification
-description: Create a new justification file in .agents/justifications/ with a unique three-word ID, frontmatter, and formatted title
-license: MIT
-compatibility: opencode
-metadata:
-  audience: agents
-  workflow: decision-making
----
-
-## What I do
-
-I help you create new justification files in the `.agents/justifications/` directory. Each justification file gets:
-
-- A unique three-word identifier (e.g., `swift-emerald-river`)
-- Frontmatter with the current date and formatted title
-- Content you provide
-
-## How to use
-
-Run the script with a slug and content:
-
-```bash
-npx tsx scripts/create-justification.ts "decision-name" "Justification content here"
-```
-
-Or use heredoc for multi-line content:
-
-```bash
-npx tsx scripts/create-justification.ts "decision-name" << HEREDOC
-Multi-line
-justification content
-goes here
-HEREDOC
-```
-
-## File format
-
-Files are created as: `{three-word-id}-{slug}.md`
-
-Example: `swift-emerald-river-decision-name.md`
-
-The file includes frontmatter:
-
-```markdown
----
-date: 2026-01-13
-title: Decision Name
----
-
-Your content here
-```
-
-## When to use me
-
-Use this skill when you need to document the reasoning or justification for a decision, approach, or architectural choice. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.

.agents/skills/create-plan/SKILL.md

@@ -1,56 +0,0 @@
----
-name: create-plan
-description: Create a new plan file in .agents/plans/ with a unique three-word ID, frontmatter, and formatted title
-license: MIT
-compatibility: opencode
-metadata:
-  audience: agents
-  workflow: planning
----
-
-## What I do
-
-I help you create new plan files in the `.agents/plans/` directory. Each plan file gets:
-
-- A unique three-word identifier (e.g., `happy-blue-moon`)
-- Frontmatter with the current date and formatted title
-- Content you provide
-
-## How to use
-
-Run the script with a slug and content:
-
-```bash
-npx tsx scripts/create-plan.ts "feature-name" "Plan content here"
-```
-
-Or use heredoc for multi-line content:
-
-```bash
-npx tsx scripts/create-plan.ts "feature-name" << HEREDOC
-Multi-line
-plan content
-goes here
-HEREDOC
-```
-
-## File format
-
-Files are created as: `{three-word-id}-{slug}.md`
-
-Example: `happy-blue-moon-feature-name.md`
-
-The file includes frontmatter:
-
-```markdown
----
-date: 2026-01-13
-title: Feature Name
----
-
-Your content here
-```
-
-## When to use me
-
-Use this skill when you need to create a new plan document for a feature, task, or project. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.

.agents/skills/create-scratch/SKILL.md

@@ -1,56 +0,0 @@
----
-name: create-scratch
-description: Create a new scratch file in .agents/scratches/ with a unique three-word ID, frontmatter, and formatted title
-license: MIT
-compatibility: opencode
-metadata:
-  audience: agents
-  workflow: exploration
----
-
-## What I do
-
-I help you create new scratch files in the `.agents/scratches/` directory. Each scratch file gets:
-
-- A unique three-word identifier (e.g., `calm-teal-cloud`)
-- Frontmatter with the current date and formatted title
-- Content you provide
-
-## How to use
-
-Run the script with a slug and content:
-
-```bash
-npx tsx scripts/create-scratch.ts "note-name" "Scratch content here"
-```
-
-Or use heredoc for multi-line content:
-
-```bash
-npx tsx scripts/create-scratch.ts "note-name" << HEREDOC
-Multi-line
-scratch content
-goes here
-HEREDOC
-```
-
-## File format
-
-Files are created as: `{three-word-id}-{slug}.md`
-
-Example: `calm-teal-cloud-note-name.md`
-
-The file includes frontmatter:
-
-```markdown
----
-date: 2026-01-13
-title: Note Name
----
-
-Your content here
-```
-
-## When to use me
-
-Use this skill when you need to create a temporary note, exploration document, or scratch pad for ideas. The unique ID ensures no filename conflicts, and the frontmatter provides metadata for organization.

.github/workflows/ci.yml

@@ -15,6 +15,7 @@ jobs:
   build_app:
     name: Build App
     runs-on: ubuntu-latest
+    timeout-minutes: 60
     steps:
       - name: Checkout
         uses: actions/checkout@v4
@@ -32,6 +33,7 @@ jobs:
   build_docker:
     name: Build Docker Image
     runs-on: ubuntu-latest
+    timeout-minutes: 60
     steps:
       - name: Checkout
         uses: actions/checkout@v4

.github/workflows/codeql-analysis.yml

@@ -11,6 +11,7 @@ jobs:
   analyze:
     name: Analyze
     runs-on: ubuntu-latest
+    timeout-minutes: 60
     permissions:
       actions: read
       contents: read

.github/workflows/deploy.yml

@@ -8,6 +8,7 @@ on:
 jobs:
   deploy:
     runs-on: ubuntu-latest
+    timeout-minutes: 60
 
     steps:
       - name: Checkout code

.github/workflows/issue-labeler.yml

@@ -7,6 +7,7 @@ on:
 jobs:
   label-when-assigned:
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
       - name: Label issue
         uses: actions/github-script@v6

.github/workflows/issue-opened.yml

@@ -7,6 +7,7 @@ on:
 jobs:
   label_issues:
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     permissions:
       issues: write
     steps:

.github/workflows/pr-labeler.yml

@@ -13,6 +13,7 @@ jobs:
       contents: read
       pull-requests: write
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
       - uses: actions/labeler@v4
         with:

.github/workflows/publish.yml

@@ -14,6 +14,7 @@ jobs:
   build_and_publish_platform_containers:
     name: Build and publish platform containers
     runs-on: ${{ matrix.os }}
+    timeout-minutes: 60
     strategy:
       fail-fast: false
       matrix:
@@ -78,6 +79,7 @@ jobs:
   create_and_publish_manifest:
     name: Create and publish manifest
     runs-on: ubuntu-latest
+    timeout-minutes: 60
     needs: build_and_publish_platform_containers
     steps:
       - name: Checkout

.github/workflows/semantic-pull-requests.yml

@@ -15,6 +15,7 @@ jobs:
   validate-pr:
     name: Validate PR title
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     steps:
       - uses: amannn/action-semantic-pull-request@v5
         id: lint_pr_title

.github/workflows/stale.yml

@@ -7,6 +7,7 @@ on:
 jobs:
   stale:
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     permissions:
       issues: write
       pull-requests: write

.github/workflows/translations-force-pull.yml

@@ -18,6 +18,7 @@ jobs:
   pull_translations:
     name: Force pull translations
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     environment: Translations
     permissions:
       contents: write

.github/workflows/translations-pull.yml

@@ -16,6 +16,7 @@ jobs:
   pull_translations:
     name: Pull translations
     runs-on: ubuntu-latest
+    timeout-minutes: 10
     environment: Translations
     permissions:
       contents: write

.github/workflows/translations-upload.yml

@@ -14,6 +14,7 @@ jobs:
   extract_translations:
     name: Extract and upload translations
     runs-on: ubuntu-latest
+    timeout-minutes: 30
     environment: Translations
     permissions:
       contents: write

.npmrc

@@ -1,3 +1,3 @@
 legacy-peer-deps = true
 prefer-dedupe = true
-# min-release-age = 7
+min-release-age = 7

apps/docs/content/docs/developers/api/documents.mdx

@@ -28,35 +28,62 @@ Each document contains one or more PDF files, a list of recipients, and the fiel
 
 A document object contains the following properties:
 
-| Property        | Type           | Description                                                    |
+| Property            | Type           | Description                                                                                  |
-| --------------- | -------------- | -------------------------------------------------------------- |
+| ------------------- | -------------- | -------------------------------------------------------------------------------------------- |
-| `id`            | string         | Unique identifier (e.g., `envelope_abc123`)                    |
+| `id`                | string         | Unique identifier (e.g., `envelope_abc123`)                                                  |
-| `type`          | string         | `DOCUMENT` or `TEMPLATE`                                       |
+| `secondaryId`       | string         | Legacy identifier in prefixed form (`document_123` for documents, `template_123` for templates) |
-| `status`        | string         | Current status: `DRAFT`, `PENDING`, `COMPLETED`, or `REJECTED` |
+| `internalVersion`   | number         | Internal envelope schema version                                                             |
-| `title`         | string         | Document title                                                 |
+| `type`              | string         | `DOCUMENT` or `TEMPLATE`                                                                     |
-| `source`        | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `API`    |
+| `status`            | string         | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, or `CANCELLED`                  |
-| `visibility`    | string         | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE`         |
+| `title`             | string         | Document title                                                                               |
-| `externalId`    | string \| null | Your custom identifier for the document                        |
+| `source`            | string         | How the document was created: `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK`                 |
-| `createdAt`     | string         | ISO 8601 timestamp                                             |
+| `visibility`        | string         | Who can view: `EVERYONE`, `ADMIN`, `MANAGER_AND_ABOVE`                                       |
-| `updatedAt`     | string         | ISO 8601 timestamp                                             |
+| `templateType`      | string         | Template visibility: `PUBLIC`, `PRIVATE`, or `ORGANISATION` (only meaningful for templates)  |
-| `completedAt`   | string \| null | Timestamp when all recipients completed signing                |
+| `externalId`        | string \| null | Your custom identifier for the document                                                      |
-| `deletedAt`     | string \| null | Timestamp if soft-deleted                                      |
+| `userId`            | number         | ID of the user who owns the document                                                         |
-| `recipients`    | array          | List of recipients and their signing status                    |
+| `teamId`            | number         | ID of the team the document belongs to                                                       |
-| `fields`        | array          | Signature and form fields on the document                      |
+| `folderId`          | string \| null | ID of the folder containing the document                                                     |
-| `envelopeItems` | array          | PDF files attached to the document                             |
+| `templateId`        | number \| null | Legacy ID of the template this document was created from                                     |
-| `documentMeta`  | object         | Email settings, redirect URL, signing options                  |
+| `authOptions`       | object \| null | Access and action authentication requirements                                                |
+| `formValues`        | object \| null | Pre-filled form values                                                                       |
+| `publicTitle`       | string         | Public title shown on profile and direct-link pages                                          |
+| `publicDescription` | string         | Public description shown on profile and direct-link pages                                    |
+| `createdAt`         | string         | ISO 8601 timestamp                                                                           |
+| `updatedAt`         | string         | ISO 8601 timestamp                                                                           |
+| `completedAt`       | string \| null | Timestamp when all recipients completed signing                                              |
+| `deletedAt`         | string \| null | Timestamp if soft-deleted                                                                    |
+| `recipients`        | array          | List of recipients and their signing status                                                  |
+| `fields`            | array          | Signature and form fields on the document                                                    |
+| `envelopeItems`     | array          | PDF files attached to the document                                                           |
+| `directLink`        | object \| null | Direct-link signing configuration (`id`, `token`, `enabled`, `directTemplateRecipientId`)    |
+| `team`              | object         | Owning team (`id`, `url`)                                                                    |
+| `user`              | object         | Document owner (`id`, `name`, `email`)                                                       |
+| `documentMeta`      | object         | Email settings, redirect URL, signing options                                                |
+
+Documents created through the API have `source: "DOCUMENT"` — there is no separate `API` source value. To tag documents created by your integration, set `externalId` when creating them.
 
 ### Example Document Object
 
 ```json
 {
   "id": "envelope_abc123xyz",
+  "secondaryId": "document_123",
+  "internalVersion": 2,
   "type": "DOCUMENT",
   "status": "PENDING",
-  "source": "API",
+  "source": "DOCUMENT",
   "visibility": "EVERYONE",
+  "templateType": "PRIVATE",
   "title": "Service Agreement",
   "externalId": "contract-2025-001",
+  "userId": 1,
+  "teamId": 1,
+  "folderId": null,
+  "templateId": null,
+  "authOptions": null,
+  "formValues": null,
+  "publicTitle": "",
+  "publicDescription": "",
   "createdAt": "2025-01-15T10:30:00.000Z",
   "updatedAt": "2025-01-15T10:35:00.000Z",
   "completedAt": null,
@@ -73,23 +100,41 @@ A document object contains the following properties:
   ],
   "fields": [
     {
-      "id": "field_123",
+      "id": 123,
+      "secondaryId": "field_abc123",
       "type": "SIGNATURE",
+      "recipientId": 1,
+      "envelopeId": "envelope_abc123xyz",
+      "envelopeItemId": "envelope_item_xyz",
       "page": 1,
-      "positionX": 10,
+      "positionX": "10",
-      "positionY": 80,
+      "positionY": "80",
-      "width": 30,
+      "width": "30",
-      "height": 5,
+      "height": "5",
-      "recipientId": 1
+      "customText": "",
+      "inserted": false,
+      "fieldMeta": null
     }
   ],
   "envelopeItems": [
     {
       "id": "envelope_item_xyz",
+      "envelopeId": "envelope_abc123xyz",
+      "documentDataId": "doc_data_abc123",
       "title": "contract.pdf",
       "order": 1
     }
   ],
+  "directLink": null,
+  "team": {
+    "id": 1,
+    "url": "your-team"
+  },
+  "user": {
+    "id": 1,
+    "name": "Jane Smith",
+    "email": "jane@example.com"
+  },
   "documentMeta": {
     "subject": "Please sign this document",
     "message": "Hi, please review and sign this agreement.",
@@ -99,6 +144,8 @@ A document object contains the following properties:
 }
 ```
 
+Field position and size values are stored as decimals and serialized as strings in API responses.
+
 ## List Documents
 
 Retrieve a paginated list of documents.
@@ -114,7 +161,7 @@ GET /envelope
 | `page`             | integer | Page number (default: 1)                                      |
 | `perPage`          | integer | Results per page (default: 10, max: 100)                      |
 | `type`             | string  | Filter by `DOCUMENT` or `TEMPLATE`                            |
-| `status`           | string  | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` |
+| `status`           | string  | Filter by status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
 | `source`           | string  | Filter by creation source                                     |
 | `folderId`         | string  | Filter by folder ID                                           |
 | `orderByColumn`    | string  | Sort field (only `createdAt` supported)                       |
@@ -154,8 +201,8 @@ const response = await fetch(`${BASE_URL}/envelope`, {
   },
 });
 
-const { data, pagination } = await response.json();
+const { data, count } = await response.json();
-console.log(`Found ${pagination.totalItems} documents`);
+console.log(`Found ${count} documents`);
 
 // Filter by status
 const pendingResponse = await fetch(
@@ -197,12 +244,10 @@ const pendingDocs = await pendingResponse.json();
       ]
     }
   ],
-  "pagination": {
+  "count": 42,
-    "page": 1,
+  "currentPage": 1,
-    "perPage": 10,
+  "perPage": 10,
-    "totalPages": 5,
+  "totalPages": 5
-    "totalItems": 42
-  }
 }
 ```
 
@@ -628,6 +673,72 @@ The response includes signing URLs for each recipient:
 
 ---
 
+## Cancel Document
+
+Cancel a pending document. This changes its status from `PENDING` to `CANCELLED`.
+
+```
+POST /envelope/cancel
+```
+
+### Request Body
+
+| Field        | Type   | Required | Description                         |
+| ------------ | ------ | -------- | ----------------------------------- |
+| `envelopeId` | string | Yes      | Document ID                         |
+| `reason`     | string | No       | Reason for cancelling the document |
+
+### Code Examples
+
+<Tabs items={['curl', 'TypeScript']}>
+<Tab value="curl">
+```bash
+curl -X POST "https://app.documenso.com/api/v2/envelope/cancel" \
+  -H "Authorization: api_xxxxxxxxxxxxxxxx" \
+  -H "Content-Type: application/json" \
+  -d '{
+    "envelopeId": "envelope_abc123",
+    "reason": "The agreement is no longer needed."
+  }'
+```
+</Tab>
+<Tab value="TypeScript">
+```typescript
+const response = await fetch('https://app.documenso.com/api/v2/envelope/cancel', {
+  method: 'POST',
+  headers: {
+    Authorization: 'api_xxxxxxxxxxxxxxxx',
+    'Content-Type': 'application/json',
+  },
+  body: JSON.stringify({
+    envelopeId: 'envelope_abc123',
+    reason: 'The agreement is no longer needed.',
+  }),
+});
+
+const { success } = await response.json();
+```
+</Tab>
+</Tabs>
+
+### Response
+
+```json
+{
+  "success": true
+}
+```
+
+### Behavior
+
+- Only documents in `PENDING` status can be cancelled. Other statuses return `400`.
+- Cancellation is not idempotent. Cancelling the same document again returns `400`.
+- The document owner and team members with `MANAGER` or higher permissions can cancel it. Requests for documents you cannot view return `404`; requests for visible documents without sufficient permissions return `401`.
+- A successful cancellation fires the `DOCUMENT_CANCELLED` webhook.
+- Cancellation emails are sent only to eligible non-CC, non-rejected recipients who were sent or opened the document.
+
+---
+
 ## Delete Document
 
 Delete a document. Completed documents cannot be deleted.
@@ -670,7 +781,7 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/delete',
 
 const { success } = await response.json();
 
-````
+```
 </Tab>
 </Tabs>
 
@@ -680,7 +791,7 @@ const { success } = await response.json();
 {
   "success": true
 }
-````
+```
 
 ---
 
@@ -694,9 +805,11 @@ POST /envelope/get-many
 
 ### Request Body
 
-| Field         | Type  | Required | Description           |
+| Field      | Type   | Required | Description                                                                  |
-| ------------- | ----- | -------- | --------------------- |
+| ---------- | ------ | -------- | ---------------------------------------------------------------------------- |
-| `envelopeIds` | array | Yes      | Array of document IDs |
+| `ids`      | object | Yes      | ID selector containing `type` and `ids`                                      |
+| `ids.type` | string | Yes      | `envelopeId`, `documentId`, or `templateId`                                  |
+| `ids.ids`  | array  | Yes      | 1-20 IDs: strings for `envelopeId`; numbers for `documentId` or `templateId` |
 
 ### Code Examples
 
@@ -707,12 +820,17 @@ curl -X POST "https://app.documenso.com/api/v2/envelope/get-many" \
   -H "Authorization: api_xxxxxxxxxxxxxxxx" \
   -H "Content-Type: application/json" \
   -d '{
-    "envelopeIds": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
+    "ids": {
+      "type": "envelopeId",
+      "ids": ["envelope_abc123", "envelope_def456", "envelope_ghi789"]
+    }
   }'
 ```
 </Tab>
 <Tab value="TypeScript">
 ```typescript
+const requestedIds = ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'];
+
 const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many', {
   method: 'POST',
   headers: {
@@ -720,16 +838,36 @@ const response = await fetch('https://app.documenso.com/api/v2/envelope/get-many
     'Content-Type': 'application/json',
   },
   body: JSON.stringify({
-    envelopeIds: ['envelope_abc123', 'envelope_def456', 'envelope_ghi789'],
+    ids: {
+      type: 'envelopeId',
+      ids: requestedIds,
+    },
   }),
 });
 
-const documents = await response.json();
+const { data } = await response.json();
 
-````
+```
 </Tab>
 </Tabs>
 
+### Response
+
+```json
+{
+  "data": [
+    {
+      "id": "envelope_abc123",
+      "type": "DOCUMENT",
+      "status": "PENDING",
+      "title": "Service Agreement"
+    }
+  ]
+}
+```
+
+The endpoint silently omits envelopes you cannot access instead of returning `404`. Compare `data.length` with `requestedIds.length` to detect omissions.
+
 ---
 
 ## Document Statuses
@@ -740,6 +878,7 @@ const documents = await response.json();
 | `PENDING` | Document has been sent. Waiting for recipients to sign. |
 | `COMPLETED` | All recipients have signed. Document is sealed. |
 | `REJECTED` | A recipient rejected the document. |
+| `CANCELLED` | The document was cancelled by its owner or a team member with `MANAGER` or higher permissions. |
 
 ### Status Transitions
 
@@ -747,11 +886,13 @@ const documents = await response.json();
 flowchart LR
   DRAFT --> PENDING --> COMPLETED
   PENDING --> REJECTED
+  PENDING --> CANCELLED
 ```
 
 - **DRAFT to PENDING**: Call the distribute endpoint
 - **PENDING to COMPLETED**: All recipients complete their signing
 - **PENDING to REJECTED**: A recipient rejects the document
+- **PENDING to CANCELLED**: The document owner or a team member with `MANAGER` or higher permissions cancels the document
 
 <Callout type="warn">
   You cannot modify recipients or fields after a document moves to `PENDING` status.
@@ -773,8 +914,8 @@ flowchart LR
 | Parameter  | Values                                      | Description               |
 | ---------- | ------------------------------------------- | ------------------------- |
 | `type`     | `DOCUMENT`, `TEMPLATE`                      | Filter by envelope type   |
-| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED` | Filter by status          |
+| `status`   | `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` | Filter by status          |
-| `source`   | `DOCUMENT`, `TEMPLATE`, `API`               | Filter by creation source |
+| `source`   | `DOCUMENT`, `TEMPLATE`, `TEMPLATE_DIRECT_LINK`          | Filter by creation source |
 | `folderId` | string                                      | Filter by folder          |
 
 ### Sorting
@@ -800,10 +941,10 @@ async function getAllPendingDocuments() {
       },
     );
 
-    const { data, pagination } = await response.json();
+    const { data, currentPage, totalPages } = await response.json();
     documents.push(...data);
 
-    hasMore = page < pagination.totalPages;
+    hasMore = currentPage < totalPages;
     page++;
   }
 

apps/docs/content/docs/developers/api/migrate-to-envelopes.mdx

@@ -119,7 +119,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
 | ------------------------------------------------- | ----------------------------------------------------- |
 | `GET /api/v2/document`                            | `GET /api/v2/envelope`                                |
 | `GET /api/v2/document/{documentId}`               | `GET /api/v2/envelope/{envelopeId}`                   |
-| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many`                      |
+| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many` (body changes from `documentIds: number[]` to `ids: { type: "documentId"; ids: number[] }`) |
 | `POST /api/v2/document/create`                    | `POST /api/v2/envelope/create`                        |
 | `POST /api/v2/document/create/beta`               | `POST /api/v2/envelope/create`                        |
 | `POST /api/v2/document/update`                    | `POST /api/v2/envelope/update`                        |
@@ -140,7 +140,7 @@ Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
 | ------------------------------------- | ------------------------------------------------ |
 | `GET /api/v2/template`                | `GET /api/v2/envelope` (with `type=TEMPLATE`)    |
 | `GET /api/v2/template/{templateId}`   | `GET /api/v2/envelope/{envelopeId}`              |
-| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many`                 |
+| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many` (body changes from `templateIds: number[]` to `ids: { type: "templateId"; ids: number[] }`) |
 | `POST /api/v2/template/create`        | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
 | `POST /api/v2/template/create/beta`   | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
 | `POST /api/v2/template/update`        | `POST /api/v2/envelope/update`                   |

apps/docs/content/docs/developers/api/rate-limits.mdx

@@ -11,6 +11,12 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 
 ## HTTP Rate Limits
 
+The rate limit applies to:
+
+- `/api/v1/*`
+- `/api/v2/*`
+- `/api/v2-beta/*`
+
 **Limit:** 1000 requests per minute per IP address  
 **Response:** 429 Too Many Requests
 
@@ -19,7 +25,7 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
   this value, in which case you can be rate-limited before reaching the global limit.
 </Callout>
 
-### Rate Limit Response
+### Global per-IP 429 Response
 
 ```json
 {
@@ -27,10 +33,22 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 }
 ```
 
-<Callout type="warn">
+### Rate Limit Headers
-  No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
+
-  seconds before retrying.
+Responses from `/api/v1/*`, `/api/v2/*`, and `/api/v2-beta/*` include these headers. The only
-</Callout>
+exception is CORS preflight (`OPTIONS`) requests, which are answered before the rate limiter runs
+and carry no rate limit headers:
+
+| Header                  | Description                                                            |
+| ----------------------- | ---------------------------------------------------------------------- |
+| `X-RateLimit-Limit`     | Maximum requests allowed in the current global window                  |
+| `X-RateLimit-Remaining` | Requests remaining in the current global window                        |
+| `X-RateLimit-Reset`     | End of the current global window, as a Unix epoch timestamp in seconds |
+
+A 429 response from a windowed limiter also includes `Retry-After`, in seconds, with a minimum
+value of `1`. The global API limit uses fixed, epoch-aligned one-minute buckets, so the actual wait
+until the next window is between 1 and 60 seconds. Honor `Retry-After` exactly instead of sleeping
+for a fixed 60 seconds. See the [Retry-After handling example](/docs/developers/examples/common-workflows#error-handling-patterns).
 
 ## Resource Limits
 
@@ -44,24 +62,55 @@ Beyond HTTP rate limits, your account has usage limits based on your subscriptio
 | Total Recipients | 10   | Unlimited | Unlimited   | Unlimited  |
 | Direct Templates | 3    | Unlimited | Unlimited   | Unlimited  |
 
-### Error Response
+### Organisation Limit 429 Responses
 
-When you exceed a resource limit:
+Organisation windowed limits and organisation monthly quotas produce 429 responses whose body
+shape depends on the API version, and neither matches the global per-IP limiter's
+`{ "error": "..." }` body.
+
+On `/api/v1/*`, the body contains only a message:
 
 ```json
 {
-  "error": "You have reached your document limit for this month. Please upgrade your plan.",
+  "message": "Too many requests, please try again later. Contact support if you require higher limits."
-  "code": "LIMIT_EXCEEDED",
-  "statusCode": 400
 }
 ```
 
+On `/api/v2/*` and `/api/v2-beta/*`, the body is a structured error object:
+
+```json
+{
+  "message": "Too many requests, please try again later. Contact support if you require higher limits.",
+  "code": "TOO_MANY_REQUESTS",
+  "data": {
+    "code": "TOO_MANY_REQUESTS",
+    "httpStatus": 429,
+    "appError": {
+      "code": "TOO_MANY_REQUESTS",
+      "message": "Too many requests, please try again later. Contact support if you require higher limits."
+    }
+  }
+}
+```
+
+Organisation windowed limit responses include the `X-RateLimit-*` headers and `Retry-After` for
+their own window. Monthly quota responses carry no quota-specific rate limit headers or
+`Retry-After` because the quota is not a time window; rely on the status code and message instead.
+
 ## Error Codes
 
-| Code                | Status | Description                   |
+| Code                | Status | Description                                                        |
-| ------------------- | ------ | ----------------------------- |
+| ------------------- | ------ | ------------------------------------------------------------------ |
-| `TOO_MANY_REQUESTS` | 429    | HTTP rate limit exceeded      |
+| `TOO_MANY_REQUESTS` | 429    | Global per-IP, organisation windowed, or monthly quota exceeded    |
-| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded |
+| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded                                      |
+
+There are three sources of `TOO_MANY_REQUESTS` responses:
+
+1. The global per-IP limit, returning the `{ "error": "..." }` body shown above.
+2. Organisation windowed rate limits for the `api`, `document`, and `email` counters.
+3. Organisation monthly quotas for the same three counters. Every authenticated API request
+   consumes the `api` counter, so any endpoint can return this 429 once the monthly API quota is
+   exhausted — not just envelope-related ones.
 
 ---
 

apps/docs/content/docs/developers/examples/common-workflows.mdx

@@ -1000,9 +1000,12 @@ async function fetchWithRetry(
       // Retry on rate limit
       if (response.status === 429) {
         const retryAfter = response.headers.get('Retry-After');
-        const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
+        // Honor Retry-After exactly; the cap only applies to the exponential fallback.
+        const delay = retryAfter
+          ? parseInt(retryAfter) * 1000
+          : Math.min(baseDelayMs * Math.pow(2, attempt), maxDelayMs);
         console.log(`Rate limited, waiting ${delay}ms...`);
-        await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
+        await new Promise((resolve) => setTimeout(resolve, delay));
         continue;
       }
 

apps/docs/content/docs/self-hosting/deployment/docker-compose.mdx

@@ -81,7 +81,7 @@ services:
       - POSTGRES_PASSWORD=${POSTGRES_PASSWORD:?err}
       - POSTGRES_DB=${POSTGRES_DB:?err}
     healthcheck:
-      test: ['CMD-SHELL', 'pg_isready -U ${POSTGRES_USER}']
+      test: ['CMD-SHELL', 'pg_isready -U ${POSTGRES_USER} -d ${POSTGRES_DB}']
       interval: 10s
       timeout: 5s
       retries: 5

apps/docs/package.json

@@ -10,13 +10,12 @@
     "postinstall": "fumadocs-mdx"
   },
   "dependencies": {
-    "@radix-ui/react-tabs": "^1.1.13",
+    "fumadocs-core": "16.14.3",
-    "fumadocs-core": "16.5.0",
+    "fumadocs-mdx": "15.2.3",
-    "fumadocs-mdx": "14.2.6",
+    "fumadocs-ui": "16.14.3",
-    "fumadocs-ui": "16.5.0",
     "lucide-react": "^0.563.0",
     "mermaid": "^11.12.2",
-    "next": "16.2.6",
+    "next": "16.3.0",
     "next-plausible": "^3.12.5",
     "next-themes": "^0.4.6",
     "react": "^19.2.4",

apps/openpage-api/package.json

@@ -12,11 +12,11 @@
   "dependencies": {
     "@documenso/prisma": "*",
     "luxon": "^3.7.2",
-    "next": "16.2.6"
+    "next": "16.3.0"
   },
   "devDependencies": {
     "@types/node": "^20",
-    "@types/react": "18.3.27",
+    "@types/react": "^19.2.17",
     "typescript": "5.6.2"
   }
 }

apps/remix/app/app.css

@@ -3,7 +3,7 @@
 /* Inter Variable Fonts */
 @font-face {
   font-family: "Inter";
-  src: url("/fonts/inter-variablefont_opsz,wght.ttf") format("truetype-variations");
+  src: url("/fonts/inter-variablefont_opsz,wght.woff2") format("woff2");
   font-weight: 100 900;
   font-style: normal;
   font-display: swap;
@@ -12,7 +12,7 @@
 /* Inter Italic Variable Fonts */
 @font-face {
   font-family: "Inter";
-  src: url("/fonts/inter-italic-variablefont_opsz,wght.ttf") format("truetype-variations");
+  src: url("/fonts/inter-italic-variablefont_opsz,wght.woff2") format("woff2");
   font-weight: 100 900;
   font-style: italic;
   font-display: swap;
@@ -21,7 +21,7 @@
 /* Caveat Variable Font */
 @font-face {
   font-family: "Caveat";
-  src: url("/fonts/caveat-variablefont_wght.ttf") format("truetype-variations");
+  src: url("/fonts/caveat-variablefont_wght.woff2") format("woff2");
   font-weight: 400 600;
   font-style: normal;
   font-display: swap;
@@ -29,8 +29,8 @@
 
 @font-face {
   font-family: "Noto Sans";
-  src: url("/fonts/noto-sans.ttf") format("truetype-variations");
+  src: url("/fonts/noto-sans.woff2") format("woff2");
-  font-weight: 100 900;
+  font-weight: 400;
   font-style: normal;
   font-display: swap;
 }
@@ -38,7 +38,7 @@
 /* Korean noto sans */
 @font-face {
   font-family: "Noto Sans Korean";
-  src: url("/fonts/noto-sans-korean.ttf") format("truetype-variations");
+  src: url("/fonts/noto-sans-korean.woff2") format("woff2");
   font-weight: 100 900;
   font-style: normal;
   font-display: swap;
@@ -47,7 +47,7 @@
 /* Japanese noto sans */
 @font-face {
   font-family: "Noto Sans Japanese";
-  src: url("/fonts/noto-sans-japanese.ttf") format("truetype-variations");
+  src: url("/fonts/noto-sans-japanese.woff2") format("woff2");
   font-weight: 100 900;
   font-style: normal;
   font-display: swap;
@@ -56,13 +56,19 @@
 /* Chinese noto sans */
 @font-face {
   font-family: "Noto Sans Chinese";
-  src: url("/fonts/noto-sans-chinese.ttf") format("truetype-variations");
+  src: url("/fonts/noto-sans-chinese.woff2") format("woff2");
-  font-weight: 100 900;
+  font-weight: 400;
   font-style: normal;
   font-display: swap;
 }
 
 @layer base {
+  html {
+    @apply antialiased;
+    font-optical-sizing: auto;
+    font-synthesis: style;
+  }
+
   :root {
     --font-sans: "Inter";
     --font-signature: "Caveat";

apps/remix/app/components/dialogs/document-preferences-reset-dialog.tsx

@@ -18,7 +18,6 @@ export type DocumentPreferencesResetDialogProps = {
   onReset: () => Promise<void>;
   showAiFeatures?: boolean;
   showDocumentVisibility?: boolean;
-  showIncludeSenderDetails?: boolean;
 };
 
 export const DocumentPreferencesResetDialog = ({
@@ -26,7 +25,6 @@ export const DocumentPreferencesResetDialog = ({
   onReset,
   showAiFeatures = false,
   showDocumentVisibility = false,
-  showIncludeSenderDetails = false,
 }: DocumentPreferencesResetDialogProps) => {
   const [open, setOpen] = useState(false);
   const [isResetting, setIsResetting] = useState(false);
@@ -92,29 +90,12 @@ export const DocumentPreferencesResetDialog = ({
               <li>
                 <Trans>Default signature settings</Trans>
               </li>
-              {showIncludeSenderDetails && (
-                <li>
-                  <Trans>Send on behalf of team</Trans>
-                </li>
-              )}
-              <li>
-                <Trans>Include the signing certificate in the document</Trans>
-              </li>
-              <li>
-                <Trans>Include the audit logs in the document</Trans>
-              </li>
               <li>
                 <Trans>Default recipients</Trans>
               </li>
               <li>
                 <Trans>Delegate document ownership</Trans>
               </li>
-              <li>
-                <Trans>Default envelope expiration</Trans>
-              </li>
-              <li>
-                <Trans>Default signing reminders</Trans>
-              </li>
               {showAiFeatures && (
                 <li>
                   <Trans>AI features</Trans>

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

@@ -1,7 +1,7 @@
 import type { InternalClaimPlans } from '@documenso/ee/server-only/stripe/get-internal-claim-plans';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL, IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
 import { parseMessageDescriptorMacro } from '@documenso/lib/utils/i18n';
@@ -380,7 +380,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
         ))}
 
         <Link
-          to="https://documen.so/enterprise-cta"
+          to={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
           target="_blank"
           className="flex items-center space-x-2 rounded-md border bg-muted/30 p-4"
         >

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

@@ -17,28 +17,25 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Prisma } from '@prisma/client';
+import type { Team, TeamEmail, TeamEmailVerification } from '@prisma/client';
 import { useState } from 'react';
 import { useRevalidator } from 'react-router';
 
 export type TeamEmailDeleteDialogProps = {
   trigger?: React.ReactNode;
   teamName: string;
-  team: Prisma.TeamGetPayload<{
+  team: Pick<Team, 'id' | 'avatarImageId' | 'name'>;
-    include: {
+  teamEmail: Pick<TeamEmail, 'email' | 'name'> | null;
-      teamEmail: true;
+  emailVerification: Pick<TeamEmailVerification, 'email' | 'name' | 'expiresAt'> | null;
-      emailVerification: {
-        select: {
-          expiresAt: true;
-          name: true;
-          email: true;
-        };
-      };
-    };
-  }>;
 };
 
-export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDeleteDialogProps) => {
+export const TeamEmailDeleteDialog = ({
+  trigger,
+  teamName,
+  team,
+  teamEmail,
+  emailVerification,
+}: TeamEmailDeleteDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { _ } = useLingui();
@@ -83,11 +80,11 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
     });
 
   const onRemove = async () => {
-    if (team.teamEmail) {
+    if (teamEmail) {
       await deleteTeamEmail({ teamId: team.id });
     }
 
-    if (team.emailVerification) {
+    if (emailVerification) {
       await deleteTeamEmailVerification({ teamId: team.id });
     }
 
@@ -121,13 +118,13 @@ export const TeamEmailDeleteDialog = ({ trigger, teamName, team }: TeamEmailDele
           <AvatarWithText
             avatarClass="h-12 w-12"
             avatarSrc={formatAvatarUrl(team.avatarImageId)}
-            avatarFallback={extractInitials((team.teamEmail?.name || team.emailVerification?.name) ?? '')}
+            avatarFallback={extractInitials((teamEmail?.name || emailVerification?.name) ?? '')}
             primaryText={
               <span className="font-semibold text-foreground/80 text-sm">
-                {team.teamEmail?.name || team.emailVerification?.name}
+                {teamEmail?.name || emailVerification?.name}
               </span>
             }
-            secondaryText={<span className="text-sm">{team.teamEmail?.email || team.emailVerification?.email}</span>}
+            secondaryText={<span className="text-sm">{teamEmail?.email || emailVerification?.email}</span>}
           />
         </Alert>
 

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

@@ -23,7 +23,8 @@ import { useRevalidator } from 'react-router';
 import type { z } from 'zod';
 
 export type TeamEmailUpdateDialogProps = {
-  teamEmail: TeamEmail;
+  teamId: number;
+  teamEmail: Pick<TeamEmail, 'email' | 'name'>;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
@@ -33,7 +34,7 @@ const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
 
 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
 
-export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmailUpdateDialogProps) => {
+export const TeamEmailUpdateDialog = ({ teamId, teamEmail, trigger, ...props }: TeamEmailUpdateDialogProps) => {
   const [open, setOpen] = useState(false);
 
   const { t } = useLingui();
@@ -53,7 +54,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
   const onFormSubmit = async ({ name }: TUpdateTeamEmailFormSchema) => {
     try {
       await updateTeamEmail({
-        teamId: teamEmail.teamId,
+        teamId,
         data: {
           name,
         },

apps/remix/app/components/embed/embed-document-signing-page-v1.tsx

@@ -1,6 +1,7 @@
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { ZSignDocumentEmbedDataSchema } from '@documenso/lib/types/embed-document-sign-schema';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
@@ -32,6 +33,7 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 import { BrandingLogo } from '~/components/general/branding-logo';
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
 import { injectCss } from '~/utils/css-vars';
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
 
 import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
@@ -162,9 +164,12 @@ export const EmbedSignDocumentV1ClientPage = ({
         );
       }
 
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
       toast({
-        title: _(msg`Something went wrong`),
+        title: _(toastMessage.title),
-        description: _(msg`We were unable to submit this document at this time. Please try again later.`),
+        description: _(toastMessage.description),
         variant: 'destructive',
       });
     }

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

@@ -26,6 +26,7 @@ import { useState } from 'react';
 import { match, P } from 'ts-pattern';
 
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
 
 import { useRequiredDocumentSigningContext } from '../../general/document-signing/document-signing-provider';
 import { DocumentSigningRejectDialog } from '../../general/document-signing/document-signing-reject-dialog';
@@ -141,9 +142,12 @@ export const MultiSignDocumentSigningView = ({
     } catch (err) {
       onDocumentError?.();
 
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
       toast({
-        title: _(msg`Error`),
+        title: _(toastMessage.title),
-        description: _(msg`Failed to complete the document. Please try again.`),
+        description: _(toastMessage.description),
         variant: 'destructive',
       });
     } finally {

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

@@ -29,6 +29,7 @@ import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';
 
 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
 
 const ZBrandingPreferencesFormSchema = z.object({
   brandingEnabled: z.boolean().nullable(),
@@ -210,11 +211,13 @@ export function BrandingPreferencesForm({
             control={form.control}
             name="brandingEnabled"
             render={({ field }) => (
-              <FormItem className="flex-1">
+              <InheritableField
-                <FormLabel>
+                className="flex-1"
-                  <Trans>Enable Custom Branding</Trans>
+                canInherit={canInherit}
-                </FormLabel>
+                isInherited={field.value === null}
-
+                label={<Trans>Enable Custom Branding</Trans>}
+                testId="branding-enabled"
+              >
                 <FormControl>
                   <Select
                     {...field}
@@ -252,7 +255,7 @@ export function BrandingPreferencesForm({
                     <Trans>Enable custom branding for all documents in this organisation</Trans>
                   )}
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -263,11 +266,13 @@ export function BrandingPreferencesForm({
               control={form.control}
               name="brandingLogo"
               render={({ field: { value: _value, onChange, ...field } }) => (
-                <FormItem className="flex-1">
+                <InheritableField
-                  <FormLabel>
+                  className="flex-1"
-                    <Trans>Branding Logo</Trans>
+                  canInherit={canInherit}
-                  </FormLabel>
+                  isInherited={!previewUrl}
-
+                  label={<Trans>Branding Logo</Trans>}
+                  testId="branding-logo"
+                >
                   <div className="flex flex-col gap-4">
                     <div className="relative h-48 w-full overflow-hidden rounded-lg border border-border bg-background">
                       {previewUrl ? (
@@ -345,7 +350,7 @@ export function BrandingPreferencesForm({
                       )}
                     </FormDescription>
                   </div>
-                </FormItem>
+                </InheritableField>
               )}
             />
 
@@ -353,11 +358,13 @@ export function BrandingPreferencesForm({
               control={form.control}
               name="brandingUrl"
               render={({ field }) => (
-                <FormItem className="flex-1">
+                <InheritableField
-                  <FormLabel>
+                  className="flex-1"
-                    <Trans>Brand Website</Trans>
+                  canInherit={canInherit}
-                  </FormLabel>
+                  isInherited={!field.value}
-
+                  label={<Trans>Brand Website</Trans>}
+                  testId="branding-url"
+                >
                   <FormControl>
                     <Input type="url" placeholder="https://example.com" disabled={!isBrandingEnabled} {...field} />
                   </FormControl>
@@ -372,7 +379,7 @@ export function BrandingPreferencesForm({
                       </span>
                     )}
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
 
@@ -380,11 +387,13 @@ export function BrandingPreferencesForm({
               control={form.control}
               name="brandingCompanyDetails"
               render={({ field }) => (
-                <FormItem className="flex-1">
+                <InheritableField
-                  <FormLabel>
+                  className="flex-1"
-                    <Trans>Brand Details</Trans>
+                  canInherit={canInherit}
-                  </FormLabel>
+                  isInherited={!field.value}
-
+                  label={<Trans>Brand Details</Trans>}
+                  testId="branding-company-details"
+                >
                   <FormControl>
                     <Textarea
                       placeholder={t`Enter your brand details`}
@@ -404,7 +413,7 @@ export function BrandingPreferencesForm({
                       </span>
                     )}
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
           </div>

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

@@ -0,0 +1,169 @@
+import { Form, FormControl, FormDescription, FormField } from '@documenso/ui/primitives/form/form';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import type { TeamGlobalSettings } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
+
+const ZCertificatePreferencesFormSchema = z.object({
+  includeSigningCertificate: z.boolean().nullable(),
+  includeAuditLog: z.boolean().nullable(),
+});
+
+export type TCertificatePreferencesFormSchema = z.infer<typeof ZCertificatePreferencesFormSchema>;
+
+type SettingsSubset = Pick<TeamGlobalSettings, 'includeSigningCertificate' | 'includeAuditLog'>;
+
+export type CertificatePreferencesFormProps = {
+  settings: SettingsSubset;
+  canInherit: boolean;
+  onFormSubmit: (data: TCertificatePreferencesFormSchema) => Promise<void>;
+};
+
+export const CertificatePreferencesForm = ({ settings, canInherit, onFormSubmit }: CertificatePreferencesFormProps) => {
+  const form = useForm<TCertificatePreferencesFormSchema>({
+    defaultValues: {
+      includeSigningCertificate: settings.includeSigningCertificate,
+      includeAuditLog: settings.includeAuditLog,
+    },
+    resolver: zodResolver(ZCertificatePreferencesFormSchema),
+  });
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
+  return (
+    <Form {...form}>
+      <form onSubmit={handleFormSubmit}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+          <FormField
+            control={form.control}
+            name="includeSigningCertificate"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Include the Signing Certificate in the Document</Trans>}
+                testId="include-signing-certificate"
+              >
+                <FormControl>
+                  <Select
+                    {...field}
+                    value={field.value === null ? '-1' : field.value.toString()}
+                    onValueChange={(value) =>
+                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                    }
+                  >
+                    <SelectTrigger
+                      className="bg-background text-muted-foreground"
+                      data-testid="include-signing-certificate-trigger"
+                    >
+                      <SelectValue />
+                    </SelectTrigger>
+
+                    <SelectContent>
+                      <SelectItem value="true">
+                        <Trans>Yes</Trans>
+                      </SelectItem>
+
+                      <SelectItem value="false">
+                        <Trans>No</Trans>
+                      </SelectItem>
+
+                      {canInherit && (
+                        <SelectItem value={'-1'}>
+                          <Trans>Inherit from organisation</Trans>
+                        </SelectItem>
+                      )}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the signing certificate will be included in the document when it is downloaded. The
+                    signing certificate can still be downloaded from the logs page separately.
+                  </Trans>
+                </FormDescription>
+              </InheritableField>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="includeAuditLog"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Include the Audit Logs in the Document</Trans>}
+                testId="include-audit-log"
+              >
+                <FormControl>
+                  <Select
+                    {...field}
+                    value={field.value === null ? '-1' : field.value.toString()}
+                    onValueChange={(value) =>
+                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                    }
+                  >
+                    <SelectTrigger
+                      className="bg-background text-muted-foreground"
+                      data-testid="include-audit-log-trigger"
+                    >
+                      <SelectValue />
+                    </SelectTrigger>
+
+                    <SelectContent>
+                      <SelectItem value="true">
+                        <Trans>Yes</Trans>
+                      </SelectItem>
+
+                      <SelectItem value="false">
+                        <Trans>No</Trans>
+                      </SelectItem>
+
+                      {canInherit && (
+                        <SelectItem value={'-1'}>
+                          <Trans>Inherit from organisation</Trans>
+                        </SelectItem>
+                      )}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the audit logs will be included in the document when it is downloaded. The audit
+                    logs can still be downloaded from the logs page separately.
+                  </Trans>
+                </FormDescription>
+              </InheritableField>
+            )}
+          />
+
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -1,12 +1,8 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
 import { DATE_FORMATS } from '@documenso/lib/constants/date-formats';
 import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
-import {
-  type TEnvelopeExpirationPeriod,
-  ZEnvelopeExpirationPeriod,
-} from '@documenso/lib/constants/envelope-expiration';
-import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
 import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
@@ -16,36 +12,24 @@ import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documens
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
-import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
-import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
-import { Alert } from '@documenso/ui/primitives/alert';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Combobox } from '@documenso/ui/primitives/combobox';
-import {
+import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
-  Form,
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
 import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg, t } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
+import { DocumentVisibility, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
-
 import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
-
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
 
 /**
  * Can't infer this from the schema since we need to keep the schema inside the component to allow
@@ -56,15 +40,10 @@ export type TDocumentPreferencesFormSchema = {
   documentLanguage: (typeof SUPPORTED_LANGUAGE_CODES)[number] | null;
   documentTimezone: string | null;
   documentDateFormat: TDocumentMetaDateFormat | null;
-  includeSenderDetails: boolean | null;
-  includeSigningCertificate: boolean | null;
-  includeAuditLog: boolean | null;
   signatureTypes: DocumentSignatureType[];
   defaultRecipients: TDefaultRecipients | null;
   delegateDocumentOwnership: boolean | null;
   aiFeaturesEnabled: boolean | null;
-  envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
-  reminderSettings: TEnvelopeReminderSettings | null;
 };
 
 type SettingsSubset = Pick<
@@ -73,23 +52,17 @@ type SettingsSubset = Pick<
   | 'documentLanguage'
   | 'documentTimezone'
   | 'documentDateFormat'
-  | 'includeSenderDetails'
-  | 'includeSigningCertificate'
-  | 'includeAuditLog'
   | 'typedSignatureEnabled'
   | 'uploadSignatureEnabled'
   | 'drawSignatureEnabled'
   | 'defaultRecipients'
   | 'delegateDocumentOwnership'
   | 'aiFeaturesEnabled'
-  | 'envelopeExpirationPeriod'
-  | 'reminderSettings'
 >;
 
 export type DocumentPreferencesFormProps = {
   settings: SettingsSubset;
   canInherit: boolean;
-  isAiFeaturesConfigured?: boolean;
   onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };
 
@@ -101,50 +74,34 @@ const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPr
     documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
     documentTimezone: settings.documentTimezone,
     documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
-    includeSenderDetails: settings.includeSenderDetails,
-    includeSigningCertificate: settings.includeSigningCertificate,
-    includeAuditLog: settings.includeAuditLog,
     signatureTypes: extractTeamSignatureSettings({ ...settings }),
     defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
     delegateDocumentOwnership: settings.delegateDocumentOwnership,
     aiFeaturesEnabled: settings.aiFeaturesEnabled,
-    envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
-    reminderSettings: settings.reminderSettings ?? null,
   };
 };
 
-export const DocumentPreferencesForm = ({
+export const DocumentPreferencesForm = ({ settings, onFormSubmit, canInherit }: DocumentPreferencesFormProps) => {
-  settings,
-  onFormSubmit,
-  canInherit,
-  isAiFeaturesConfigured = false,
-}: DocumentPreferencesFormProps) => {
   const { _ } = useLingui();
-  const { user, organisations } = useSession();
+  const { organisations } = useSession();
   const currentOrganisation = useCurrentOrganisation();
   const optionalTeam = useOptionalCurrentTeam();
 
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
+  const isAiFeaturesConfigured = IS_AI_FEATURES_CONFIGURED();
-  const isPersonalOrganisation = currentOrganisation.type === OrganisationType.PERSONAL;
 
-  const placeholderEmail = user.email ?? 'user@example.com';
+  const isPersonalLayoutMode = isPersonalLayout(organisations);
 
   const ZDocumentPreferencesFormSchema = z.object({
     documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
     documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
     documentTimezone: z.string().nullable(),
     documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
-    includeSenderDetails: z.boolean().nullable(),
-    includeSigningCertificate: z.boolean().nullable(),
-    includeAuditLog: z.boolean().nullable(),
     signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
       message: msg`At least one signature type must be enabled`.id,
     }),
     defaultRecipients: ZDefaultRecipientsSchema.nullable(),
     delegateDocumentOwnership: z.boolean().nullable(),
     aiFeaturesEnabled: z.boolean().nullable(),
-    envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
-    reminderSettings: ZEnvelopeReminderSettings.nullable(),
   });
 
   const defaultValues = getDocumentPreferencesFormValues(settings);
@@ -189,17 +146,19 @@ export const DocumentPreferencesForm = ({
   return (
     <Form {...form}>
       <form onSubmit={handleFormSubmit}>
-        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {!isPersonalLayoutMode && (
             <FormField
               control={form.control}
               name="documentVisibility"
               render={({ field }) => (
-                <FormItem className="flex-1">
+                <InheritableField
-                  <FormLabel>
+                  className="flex-1"
-                    <Trans>Default Document Visibility</Trans>
+                  canInherit={canInherit}
-                  </FormLabel>
+                  isInherited={field.value === null}
-
+                  label={<Trans>Default Document Visibility</Trans>}
+                  testId="document-visibility"
+                >
                   <FormControl>
                     <Select
                       {...field}
@@ -236,7 +195,7 @@ export const DocumentPreferencesForm = ({
                   <FormDescription>
                     <Trans>Controls the default visibility of an uploaded document.</Trans>
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
           )}
@@ -245,11 +204,13 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="documentLanguage"
             render={({ field }) => (
-              <FormItem className="flex-1">
+              <InheritableField
-                <FormLabel>
+                className="flex-1"
-                  <Trans>Default Document Language</Trans>
+                canInherit={canInherit}
-                </FormLabel>
+                isInherited={field.value === null}
-
+                label={<Trans>Default Document Language</Trans>}
+                testId="document-language"
+              >
                 <FormControl>
                   <Select
                     {...field}
@@ -283,7 +244,7 @@ export const DocumentPreferencesForm = ({
                     communications with the recipients.
                   </Trans>
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -291,11 +252,12 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="documentDateFormat"
             render={({ field }) => (
-              <FormItem>
+              <InheritableField
-                <FormLabel>
+                canInherit={canInherit}
-                  <Trans>Default Date Format</Trans>
+                isInherited={field.value === null}
-                </FormLabel>
+                label={<Trans>Default Date Format</Trans>}
-
+                testId="document-date-format"
+              >
                 <FormControl>
                   <Select
                     value={field.value === null ? '-1' : field.value}
@@ -322,7 +284,7 @@ export const DocumentPreferencesForm = ({
                 </FormControl>
 
                 <FormMessage />
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -330,11 +292,12 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="documentTimezone"
             render={({ field }) => (
-              <FormItem>
+              <InheritableField
-                <FormLabel>
+                canInherit={canInherit}
-                  <Trans>Default Time Zone</Trans>
+                isInherited={field.value === null}
-                </FormLabel>
+                label={<Trans>Default Time Zone</Trans>}
-
+                testId="document-timezone"
+              >
                 <FormControl>
                   <Combobox
                     triggerPlaceholder={canInherit ? t`Inherit from organisation` : t`Local timezone`}
@@ -347,7 +310,7 @@ export const DocumentPreferencesForm = ({
                 </FormControl>
 
                 <FormMessage />
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -355,12 +318,18 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="signatureTypes"
             render={({ field }) => (
-              <FormItem className="flex-1">
+              <InheritableField
-                <FormLabel className="flex flex-row items-center">
+                className="flex-1"
-                  <Trans>Default Signature Settings</Trans>
+                canInherit={canInherit}
-                  <DocumentSignatureSettingsTooltip />
+                isInherited={canInherit && (field.value === null || field.value.length === 0)}
-                </FormLabel>
+                label={
-
+                  <span className="flex flex-row items-center">
+                    <Trans>Default Signature Settings</Trans>
+                    <DocumentSignatureSettingsTooltip />
+                  </span>
+                }
+                testId="signature-types"
+              >
                 <FormControl>
                   <MultiSelectCombobox
                     options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
@@ -383,179 +352,7 @@ export const DocumentPreferencesForm = ({
                     <Trans>Controls which signatures are allowed to be used when signing a document.</Trans>
                   </FormDescription>
                 )}
-              </FormItem>
+              </InheritableField>
-            )}
-          />
-
-          {!isPersonalLayoutMode && !isPersonalOrganisation && (
-            <FormField
-              control={form.control}
-              name="includeSenderDetails"
-              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel>
-                    <Trans>Send on Behalf of Team</Trans>
-                  </FormLabel>
-
-                  <FormControl>
-                    <Select
-                      {...field}
-                      value={field.value === null ? '-1' : field.value.toString()}
-                      onValueChange={(value) =>
-                        field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                      }
-                    >
-                      <SelectTrigger
-                        className="bg-background text-muted-foreground"
-                        data-testid="include-sender-details-trigger"
-                      >
-                        <SelectValue />
-                      </SelectTrigger>
-
-                      <SelectContent>
-                        <SelectItem value="true">
-                          <Trans>Yes</Trans>
-                        </SelectItem>
-
-                        <SelectItem value="false">
-                          <Trans>No</Trans>
-                        </SelectItem>
-
-                        {canInherit && (
-                          <SelectItem value={'-1'}>
-                            <Trans>Inherit from organisation</Trans>
-                          </SelectItem>
-                        )}
-                      </SelectContent>
-                    </Select>
-                  </FormControl>
-
-                  <div className="pt-2">
-                    <div className="font-medium text-muted-foreground text-xs">
-                      <Trans>Preview</Trans>
-                    </div>
-
-                    <Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
-                      {field.value ? (
-                        <Trans>
-                          "{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
-                        </Trans>
-                      ) : (
-                        <Trans>"Team Name" has invited you to sign "example document".</Trans>
-                      )}
-                    </Alert>
-                  </div>
-
-                  <FormDescription>
-                    <Trans>
-                      Controls the formatting of the message that will be sent when inviting a recipient to sign a
-                      document. If a custom message has been provided while configuring the document, it will be used
-                      instead.
-                    </Trans>
-                  </FormDescription>
-                </FormItem>
-              )}
-            />
-          )}
-
-          <FormField
-            control={form.control}
-            name="includeSigningCertificate"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Include the Signing Certificate in the Document</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value.toString()}
-                    onValueChange={(value) =>
-                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                    }
-                  >
-                    <SelectTrigger
-                      className="bg-background text-muted-foreground"
-                      data-testid="include-signing-certificate-trigger"
-                    >
-                      <SelectValue />
-                    </SelectTrigger>
-
-                    <SelectContent>
-                      <SelectItem value="true">
-                        <Trans>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the signing certificate will be included in the document when it is downloaded. The
-                    signing certificate can still be downloaded from the logs page separately.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="includeAuditLog"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Include the Audit Logs in the Document</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <Select
-                    {...field}
-                    value={field.value === null ? '-1' : field.value.toString()}
-                    onValueChange={(value) =>
-                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
-                    }
-                  >
-                    <SelectTrigger className="bg-background text-muted-foreground">
-                      <SelectValue />
-                    </SelectTrigger>
-
-                    <SelectContent>
-                      <SelectItem value="true">
-                        <Trans>Yes</Trans>
-                      </SelectItem>
-
-                      <SelectItem value="false">
-                        <Trans>No</Trans>
-                      </SelectItem>
-
-                      {canInherit && (
-                        <SelectItem value={'-1'}>
-                          <Trans>Inherit from organisation</Trans>
-                        </SelectItem>
-                      )}
-                    </SelectContent>
-                  </Select>
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the audit logs will be included in the document when it is downloaded. The audit
-                    logs can still be downloaded from the logs page separately.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
             )}
           />
 
@@ -566,11 +363,13 @@ export const DocumentPreferencesForm = ({
               const recipients = field.value ?? [];
 
               return (
-                <FormItem className="flex-1">
+                <InheritableField
-                  <FormLabel>
+                  className="flex-1"
-                    <Trans>Default Recipients</Trans>
+                  canInherit={canInherit}
-                  </FormLabel>
+                  isInherited={field.value === null}
-
+                  label={<Trans>Default Recipients</Trans>}
+                  testId="default-recipients"
+                >
                   {canInherit && (
                     <Select
                       value={field.value === null ? '-1' : '0'}
@@ -638,7 +437,7 @@ export const DocumentPreferencesForm = ({
                   <FormDescription>
                     <Trans>Recipients that will be automatically added to new documents.</Trans>
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               );
             }}
           />
@@ -647,11 +446,13 @@ export const DocumentPreferencesForm = ({
             control={form.control}
             name="delegateDocumentOwnership"
             render={({ field }) => (
-              <FormItem className="flex-1">
+              <InheritableField
-                <FormLabel>
+                className="flex-1"
-                  <Trans>Delegate Document Ownership</Trans>
+                canInherit={canInherit}
-                </FormLabel>
+                isInherited={field.value === null}
-
+                label={<Trans>Delegate Document Ownership</Trans>}
+                testId="delegate-document-ownership"
+              >
                 <Select
                   {...field}
                   value={field.value === null ? '-1' : field.value.toString()}
@@ -681,65 +482,7 @@ export const DocumentPreferencesForm = ({
                 <FormDescription>
                   <Trans>Enable team API tokens to delegate document ownership to another team member.</Trans>
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="envelopeExpirationPeriod"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Envelope Expiration</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <ExpirationPeriodPicker
-                    value={field.value}
-                    onChange={field.onChange}
-                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
-                  />
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls how long recipients have to complete signing before the document expires. After expiration,
-                    recipients can no longer sign the document.
-                  </Trans>
-                </FormDescription>
-
-                <FormMessage />
-              </FormItem>
-            )}
-          />
-
-          <FormField
-            control={form.control}
-            name="reminderSettings"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Default Signing Reminders</Trans>
-                </FormLabel>
-
-                <FormControl>
-                  <ReminderSettingsPicker
-                    value={field.value}
-                    onChange={field.onChange}
-                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
-                  />
-                </FormControl>
-
-                <FormDescription>
-                  <Trans>
-                    Controls when and how often reminder emails are sent to recipients who have not yet completed
-                    signing.
-                  </Trans>
-                </FormDescription>
-
-                <FormMessage />
-              </FormItem>
             )}
           />
 
@@ -748,11 +491,13 @@ export const DocumentPreferencesForm = ({
               control={form.control}
               name="aiFeaturesEnabled"
               render={({ field }) => (
-                <FormItem className="flex-1">
+                <InheritableField
-                  <FormLabel>
+                  className="flex-1"
-                    <Trans>AI Features</Trans>
+                  canInherit={canInherit}
-                  </FormLabel>
+                  isInherited={field.value === null}
-
+                  label={<Trans>AI Features</Trans>}
+                  testId="ai-features-enabled"
+                >
                   <FormControl>
                     <Select
                       {...field}
@@ -790,7 +535,7 @@ export const DocumentPreferencesForm = ({
                       prefer European regions where available.
                     </Trans>
                   </FormDescription>
-                </FormItem>
+                </InheritableField>
               )}
             />
           )}
@@ -806,7 +551,6 @@ export const DocumentPreferencesForm = ({
                   onReset={handleResetToDefaults}
                   showAiFeatures={isAiFeaturesConfigured}
                   showDocumentVisibility={!isPersonalLayoutMode}
-                  showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
                 />
               ) : undefined
             }

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

@@ -1,9 +1,11 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { FROM_ADDRESS } from '@documenso/lib/constants/email';
 import { DEFAULT_DOCUMENT_EMAIL_SETTINGS, ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { trpc } from '@documenso/trpc/react';
 import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import { Alert } from '@documenso/ui/primitives/alert';
 import {
   Form,
   FormControl,
@@ -17,22 +19,27 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
+import { OrganisationType, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
 
 const ZEmailPreferencesFormSchema = z.object({
   emailId: z.string().nullable(),
   emailReplyTo: zEmail().nullable(),
   // emailReplyToName: z.string(),
   emailDocumentSettings: ZDocumentEmailSettingsSchema.nullable(),
+  includeSenderDetails: z.boolean().nullable(),
 });
 
 export type TEmailPreferencesFormSchema = z.infer<typeof ZEmailPreferencesFormSchema>;
 
-type SettingsSubset = Pick<TeamGlobalSettings, 'emailId' | 'emailReplyTo' | 'emailDocumentSettings'>;
+type SettingsSubset = Pick<
+  TeamGlobalSettings,
+  'emailId' | 'emailReplyTo' | 'emailDocumentSettings' | 'includeSenderDetails'
+>;
 
 export type EmailPreferencesFormProps = {
   settings: SettingsSubset;
@@ -41,14 +48,20 @@ export type EmailPreferencesFormProps = {
 };
 
 export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: EmailPreferencesFormProps) => {
+  const { user } = useSession();
   const organisation = useCurrentOrganisation();
 
+  const isPersonalOrganisation = organisation.type === OrganisationType.PERSONAL;
+
+  const placeholderEmail = user.email ?? 'user@example.com';
+
   const form = useForm<TEmailPreferencesFormSchema>({
     defaultValues: {
       emailId: settings.emailId,
       emailReplyTo: settings.emailReplyTo,
       // emailReplyToName: settings.emailReplyToName,
       emailDocumentSettings: settings.emailDocumentSettings,
+      includeSenderDetails: settings.includeSenderDetails,
     },
     resolver: zodResolver(ZEmailPreferencesFormSchema),
   });
@@ -75,7 +88,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
   return (
     <Form {...form}>
       <form onSubmit={handleFormSubmit}>
-        <fieldset className="flex h-full max-w-2xl flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
           {organisation.organisationClaim.flags.emailDomains && (
             <FormField
               control={form.control}
@@ -122,10 +135,12 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
             control={form.control}
             name="emailReplyTo"
             render={({ field }) => (
-              <FormItem>
+              <InheritableField
-                <FormLabel>
+                canInherit={canInherit}
-                  <Trans>Reply to email</Trans>
+                isInherited={field.value === null}
-                </FormLabel>
+                label={<Trans>Reply to email</Trans>}
+                testId="email-reply-to"
+              >
                 <FormControl>
                   <Input
                     {...field}
@@ -146,7 +161,7 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
                     </span>
                   )}
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
@@ -170,10 +185,13 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
             control={form.control}
             name="emailDocumentSettings"
             render={({ field }) => (
-              <FormItem className="flex-1">
+              <InheritableField
-                <FormLabel>
+                className="flex-1"
-                  <Trans>Default Email Settings</Trans>
+                canInherit={canInherit}
-                </FormLabel>
+                isInherited={field.value === null}
+                label={<Trans>Default Email Settings</Trans>}
+                testId="email-document-settings"
+              >
                 {canInherit && (
                   <Select
                     value={field.value === null ? 'INHERIT' : 'CONTROLLED'}
@@ -212,10 +230,83 @@ export const EmailPreferencesForm = ({ settings, onFormSubmit, canInherit }: Ema
                     settings will not affect existing documents or templates.
                   </Trans>
                 </FormDescription>
-              </FormItem>
+              </InheritableField>
             )}
           />
 
+          {!isPersonalOrganisation && (
+            <FormField
+              control={form.control}
+              name="includeSenderDetails"
+              render={({ field }) => (
+                <InheritableField
+                  className="flex-1"
+                  canInherit={canInherit}
+                  isInherited={field.value === null}
+                  label={<Trans>Send on Behalf of Team</Trans>}
+                  testId="include-sender-details"
+                >
+                  <FormControl>
+                    <Select
+                      {...field}
+                      value={field.value === null ? '-1' : field.value.toString()}
+                      onValueChange={(value) =>
+                        field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                      }
+                    >
+                      <SelectTrigger
+                        className="bg-background text-muted-foreground"
+                        data-testid="include-sender-details-trigger"
+                      >
+                        <SelectValue />
+                      </SelectTrigger>
+
+                      <SelectContent>
+                        <SelectItem value="true">
+                          <Trans>Yes</Trans>
+                        </SelectItem>
+
+                        <SelectItem value="false">
+                          <Trans>No</Trans>
+                        </SelectItem>
+
+                        {canInherit && (
+                          <SelectItem value={'-1'}>
+                            <Trans>Inherit from organisation</Trans>
+                          </SelectItem>
+                        )}
+                      </SelectContent>
+                    </Select>
+                  </FormControl>
+
+                  <div className="pt-2">
+                    <div className="font-medium text-muted-foreground text-xs">
+                      <Trans>Preview</Trans>
+                    </div>
+
+                    <Alert variant="neutral" className="mt-1 px-2.5 py-1.5 text-sm">
+                      {field.value ? (
+                        <Trans>
+                          "{placeholderEmail}" on behalf of "Team Name" has invited you to sign "example document".
+                        </Trans>
+                      ) : (
+                        <Trans>"Team Name" has invited you to sign "example document".</Trans>
+                      )}
+                    </Alert>
+                  </div>
+
+                  <FormDescription>
+                    <Trans>
+                      Controls the formatting of the message that will be sent when inviting a recipient to sign a
+                      document. If a custom message has been provided while configuring the document, it will be used
+                      instead.
+                    </Trans>
+                  </FormDescription>
+                </InheritableField>
+              )}
+            />
+          )}
+
           <FormStickySaveBar
             isDirty={form.formState.isDirty}
             isSubmitting={form.formState.isSubmitting}

apps/remix/app/components/forms/form-sticky-save-bar.tsx

@@ -5,6 +5,22 @@ import { AnimatePresence, motion } from 'framer-motion';
 import { AlertTriangleIcon } from 'lucide-react';
 import { type ReactNode, useEffect, useRef, useState } from 'react';
 
+const getScrollParent = (node: HTMLElement): HTMLElement | null => {
+  let current = node.parentElement;
+
+  while (current) {
+    const { overflowY } = getComputedStyle(current);
+
+    if (overflowY === 'auto' || overflowY === 'scroll') {
+      return current;
+    }
+
+    current = current.parentElement;
+  }
+
+  return null;
+};
+
 export type FormStickySaveBarProps = {
   isDirty: boolean;
   isSubmitting: boolean;
@@ -43,14 +59,18 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefau
     }
 
     // The sentinel sits at the bar's resting position (the end of the form). While the
-    // bar is stuck to the bottom of the viewport the sentinel is scrolled past (out of
+    // bar is stuck to the bottom of the scroll container the sentinel is scrolled past
-    // view); once you reach the form's end it comes into view and the bar settles.
+    // (out of view); once you reach the form's end it comes into view and the bar settles.
+    //
+    // Observe relative to the actual scroll container (not always the viewport) so a
+    // banner shifting the page can't desync the detection from the sticky bar — both
+    // then share the same reference box.
     const observer = new IntersectionObserver(
       ([entry]) => {
         setIsStuck(!entry.isIntersecting);
       },
       {
-        root: null,
+        root: getScrollParent(sentinel),
         rootMargin: '0px 0px -24px 0px',
         threshold: 0,
       },

apps/remix/app/components/forms/inheritable-field.tsx

@@ -0,0 +1,51 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { FormItem, FormLabel } from '@documenso/ui/primitives/form/form';
+import { Trans } from '@lingui/react/macro';
+import type { ReactNode } from 'react';
+
+export type InheritableFieldProps = {
+  isInherited: boolean;
+  canInherit: boolean;
+  label: ReactNode;
+  children: ReactNode;
+  className?: string;
+  testId?: string;
+};
+
+export const InheritableField = ({
+  isInherited,
+  canInherit,
+  label,
+  children,
+  className,
+  testId,
+}: InheritableFieldProps) => {
+  if (!canInherit) {
+    return (
+      <FormItem className={className}>
+        <FormLabel>{label}</FormLabel>
+        {children}
+      </FormItem>
+    );
+  }
+
+  return (
+    <FormItem className={className} data-testid={testId ? `inheritable-${testId}` : undefined}>
+      <FormLabel className="flex items-center gap-2">
+        {label}
+        <span
+          className={cn(
+            'rounded px-1.5 py-0.5 font-bold text-[9px] uppercase tracking-wide',
+            isInherited
+              ? 'bg-muted text-muted-foreground'
+              : 'bg-amber-100 text-amber-800 dark:bg-amber-950 dark:text-amber-300',
+          )}
+          data-testid={testId ? `${testId}-status` : undefined}
+        >
+          {isInherited ? <Trans>Inherited</Trans> : <Trans>Override</Trans>}
+        </span>
+      </FormLabel>
+      {children}
+    </FormItem>
+  );
+};

apps/remix/app/components/forms/organisation-update-form.tsx

@@ -56,7 +56,7 @@ export const OrganisationUpdateForm = () => {
       await refreshSession();
 
       if (url !== organisation.url) {
-        await navigate(`/o/${url}/settings`);
+        await navigate(`/o/${url}/settings/general`);
       }
 
       toast({

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

@@ -0,0 +1,134 @@
+import {
+  type TEnvelopeExpirationPeriod,
+  ZEnvelopeExpirationPeriod,
+} from '@documenso/lib/constants/envelope-expiration';
+import { type TEnvelopeReminderSettings, ZEnvelopeReminderSettings } from '@documenso/lib/constants/envelope-reminder';
+import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
+import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
+import { Form, FormControl, FormDescription, FormField, FormMessage } from '@documenso/ui/primitives/form/form';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import type { TeamGlobalSettings } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { FormStickySaveBar } from './form-sticky-save-bar';
+import { InheritableField } from './inheritable-field';
+
+const ZReminderPreferencesFormSchema = z.object({
+  envelopeExpirationPeriod: ZEnvelopeExpirationPeriod.nullable(),
+  reminderSettings: ZEnvelopeReminderSettings.nullable(),
+});
+
+export type TReminderPreferencesFormSchema = {
+  envelopeExpirationPeriod: TEnvelopeExpirationPeriod | null;
+  reminderSettings: TEnvelopeReminderSettings | null;
+};
+
+type SettingsSubset = Pick<TeamGlobalSettings, 'envelopeExpirationPeriod' | 'reminderSettings'>;
+
+export type ReminderPreferencesFormProps = {
+  settings: SettingsSubset;
+  canInherit: boolean;
+  onFormSubmit: (data: TReminderPreferencesFormSchema) => Promise<void>;
+};
+
+export const ReminderPreferencesForm = ({ settings, canInherit, onFormSubmit }: ReminderPreferencesFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TReminderPreferencesFormSchema>({
+    defaultValues: {
+      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
+      reminderSettings: settings.reminderSettings ?? null,
+    },
+    resolver: zodResolver(ZReminderPreferencesFormSchema),
+  });
+
+  const handleFormSubmit = form.handleSubmit(async (data) => {
+    try {
+      await onFormSubmit(data);
+    } catch {
+      // The page handler surfaces its own error toast. Keep the form dirty so
+      // the save bar stays visible and the user can retry.
+      return;
+    }
+
+    form.reset(data);
+  });
+
+  return (
+    <Form {...form}>
+      <form onSubmit={handleFormSubmit}>
+        <fieldset className="flex h-full flex-col gap-y-6" disabled={form.formState.isSubmitting}>
+          <FormField
+            control={form.control}
+            name="envelopeExpirationPeriod"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Envelope Expiration</Trans>}
+                testId="envelope-expiration-period"
+              >
+                <FormControl>
+                  <ExpirationPeriodPicker
+                    value={field.value}
+                    onChange={field.onChange}
+                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
+                  />
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls how long recipients have to complete signing before the document expires. After expiration,
+                    recipients can no longer sign the document.
+                  </Trans>
+                </FormDescription>
+
+                <FormMessage />
+              </InheritableField>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="reminderSettings"
+            render={({ field }) => (
+              <InheritableField
+                className="flex-1"
+                canInherit={canInherit}
+                isInherited={field.value === null}
+                label={<Trans>Default Signing Reminders</Trans>}
+                testId="reminder-settings"
+              >
+                <FormControl>
+                  <ReminderSettingsPicker
+                    value={field.value}
+                    onChange={field.onChange}
+                    inheritLabel={canInherit ? t`Inherit from organisation` : undefined}
+                  />
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls when and how often reminder emails are sent to recipients who have not yet completed
+                    signing.
+                  </Trans>
+                </FormDescription>
+
+                <FormMessage />
+              </InheritableField>
+            )}
+          />
+
+          <FormStickySaveBar
+            isDirty={form.formState.isDirty}
+            isSubmitting={form.formState.isSubmitting}
+            onReset={() => form.reset()}
+          />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -1,5 +1,6 @@
 import { authClient } from '@documenso/auth/client';
 import { AuthenticationErrorCode } from '@documenso/auth/server/lib/errors/error-codes';
+import { formatPath } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
@@ -44,7 +45,7 @@ const handleFallbackErrorMessages = (code: string) => {
   return message;
 };
 
-const LOGIN_REDIRECT_PATH = '/';
+const LOGIN_REDIRECT_PATH = formatPath('/');
 
 export const ZSignInFormSchema = z.object({
   email: zEmail().min(1),

apps/remix/app/components/forms/team-update-form.tsx

@@ -65,7 +65,7 @@ export const TeamUpdateForm = ({ teamId, teamName, teamUrl }: UpdateTeamDialogPr
       });
 
       if (url !== teamUrl) {
-        await navigate(`/t/${url}/settings`);
+        await navigate(`/t/${url}/settings/general`);
       }
     } catch (err) {
       const error = AppError.parseError(err);

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

@@ -1,5 +1,6 @@
 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { formatPath } from '@documenso/lib/constants/app';
 import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import {
   DOCUMENTS_PAGE_SHORTCUT,
@@ -18,7 +19,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { keepPreviousData } from '@tanstack/react-query';
-import { commandScore } from 'cmdk/dist/command-score';
+import { defaultFilter as commandScore } from 'cmdk';
 import {
   ArrowLeftIcon,
   CheckIcon,
@@ -287,7 +288,7 @@ export const AppCommandMenu = ({ open, onOpenChange }: AppCommandMenuProps) => {
       {
         id: 'settings-main',
         label: msg`Settings`,
-        path: '/settings',
+        path: '/settings/profile',
         icon: SettingsIcon,
         shortcut: SETTINGS_PAGE_SHORTCUT.replace('+', ''),
       },
@@ -389,7 +390,7 @@ export const AppCommandMenu = ({ open, onOpenChange }: AppCommandMenuProps) => {
 
   const formatChipCount = (count: number, isCapped: boolean) => (isCapped ? `≥${count}` : `${count}`);
 
-  const goToSettings = useCallback(() => push('/settings'), [push]);
+  const goToSettings = useCallback(() => push('/settings/profile'), [push]);
   const goToDocuments = useCallback(() => {
     if (teamUrl) {
       push(`/t/${teamUrl}/documents?status=ALL`);
@@ -862,7 +863,7 @@ const PromptLanguageCommands = ({
 
       formData.append('lang', lang);
 
-      const response = await fetch('/api/locale', {
+      const response = await fetch(formatPath('/api/locale'), {
         method: 'post',
         body: formData,
       });

apps/remix/app/components/general/app-header.tsx

@@ -1,5 +1,3 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { getRootHref } from '@documenso/lib/utils/params';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -14,16 +12,16 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { AppCommandMenu } from './app-command-menu';
 import { AppNavDesktop } from './app-nav-desktop';
 import { AppNavMobile } from './app-nav-mobile';
-import { MenuSwitcher } from './menu-switcher';
 import { OrgMenuSwitcher } from './org-menu-switcher';
 
-export type HeaderProps = HTMLAttributes<HTMLDivElement>;
+export type HeaderProps = HTMLAttributes<HTMLDivElement> & {
+  /** Span the full viewport width instead of the centered max-w-screen-xl container. */
+  fullWidth?: boolean;
+};
 
-export const Header = ({ className, ...props }: HeaderProps) => {
+export const Header = ({ className, fullWidth = false, ...props }: HeaderProps) => {
   const params = useParams();
 
-  const { organisations } = useSession();
-
   const [isCommandMenuOpen, setIsCommandMenuOpen] = useState(false);
   const [isHamburgerMenuOpen, setIsHamburgerMenuOpen] = useState(false);
   const [scrollY, setScrollY] = useState(0);
@@ -51,12 +49,18 @@ export const Header = ({ className, ...props }: HeaderProps) => {
     <header
       className={cn(
         'sticky top-0 z-[60] flex h-16 w-full items-center border-b border-b-transparent bg-background/95 backdrop-blur duration-200 supports-backdrop-blur:bg-background/60',
-        scrollY > 5 && 'border-b-border',
+        (scrollY > 5 || fullWidth) && 'border-b-border',
         className,
       )}
       {...props}
     >
-      <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
+      <div
+        className={cn(
+          'mx-auto flex w-full items-center justify-between gap-x-4 px-4 md:justify-normal',
+          fullWidth ? 'md:px-6' : 'max-w-screen-xl md:px-8',
+        )}
+        data-testid="app-header-container"
+      >
         <Link
           to={getRootHref(params)}
           className="hidden rounded-md ring-offset-background focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 md:inline"
@@ -71,14 +75,16 @@ export const Header = ({ className, ...props }: HeaderProps) => {
             <InboxIcon className="h-5 w-5 flex-shrink-0 text-muted-foreground transition-colors hover:text-foreground" />
 
             {unreadCountData && unreadCountData.count > 0 && (
-              <span className="absolute -top-1.5 -right-1.5 flex h-5 w-5 items-center justify-center rounded-full bg-primary font-semibold text-[10px] text-primary-foreground">
+              <span className="absolute -top-1.5 -right-1.5 flex h-5 min-w-5 items-center justify-center rounded-full bg-primary px-1 font-semibold text-primary-foreground text-xs tabular-nums leading-none">
                 {unreadCountData.count > 99 ? '99+' : unreadCountData.count}
               </span>
             )}
           </Link>
         </Button>
 
-        <div className="md:ml-4">{isPersonalLayout(organisations) ? <MenuSwitcher /> : <OrgMenuSwitcher />}</div>
+        <div className="md:ml-4">
+          <OrgMenuSwitcher />
+        </div>
 
         <div className="flex flex-row items-center space-x-4 md:hidden">
           <button onClick={() => setIsCommandMenuOpen(true)}>

apps/remix/app/components/general/app-nav-desktop.tsx

@@ -1,5 +1,4 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
@@ -37,8 +36,8 @@ export const AppNavDesktop = ({ className, setIsCommandMenuOpen, ...props }: App
   const menuNavigationLinks = useMemo(() => {
     let teamUrl = currentTeam?.url || null;
 
-    if (!teamUrl && isPersonalLayout(organisations)) {
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+      teamUrl = organisations[0].teams[0].url;
     }
 
     if (!teamUrl) {

apps/remix/app/components/general/app-nav-mobile.tsx

@@ -1,7 +1,6 @@
 import LogoImage from '@documenso/assets/logo.png';
 import { authClient } from '@documenso/auth/client';
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { Sheet, SheetContent } from '@documenso/ui/primitives/sheet';
 import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
@@ -40,8 +39,8 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
   const menuNavigationLinks = useMemo(() => {
     let teamUrl = currentTeam?.url || null;
 
-    if (!teamUrl && isPersonalLayout(organisations)) {
+    if (!teamUrl && organisations.length === 1 && organisations[0].teams.length === 1) {
-      teamUrl = organisations[0].teams[0]?.url || null;
+      teamUrl = organisations[0].teams[0].url;
     }
 
     if (!teamUrl) {
@@ -94,7 +93,7 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
             >
               {text}
               {href === '/inbox' && unreadCountData && unreadCountData.count > 0 && (
-                <span className="flex h-6 min-w-[1.5rem] items-center justify-center rounded-full bg-primary px-1.5 font-semibold text-primary-foreground text-xs">
+                <span className="flex h-6 min-w-[1.5rem] items-center justify-center rounded-full bg-primary px-1.5 font-semibold text-primary-foreground text-xs tabular-nums">
                   {unreadCountData.count > 99 ? '99+' : unreadCountData.count}
                 </span>
               )}

apps/remix/app/components/general/billing-plans.tsx

@@ -317,7 +317,6 @@ export const IndividualPersonalLayoutCheckoutButton = ({
       const createSubscriptionResponse = await createSubscription({
         organisationId: organisations[0].id,
         priceId,
-        isPersonalLayoutMode: true,
       });
 
       window.location.href = createSubscriptionResponse.redirectUrl;

apps/remix/app/components/general/direct-template/direct-template-signing-form.tsx

@@ -11,7 +11,6 @@ import {
 import type { TTemplate } from '@documenso/lib/types/template';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
-import { getDictatableNextRecipient } from '@documenso/lib/utils/recipient-groups';
 import type {
   TRemovedSignedFieldWithTokenMutationSchema,
   TSignFieldWithTokenMutationSchema,
@@ -224,12 +223,27 @@ export const DirectTemplateSigningForm = ({
       return undefined;
     }
 
-    return (
+    const sortedRecipients = template.recipients.sort((a, b) => {
-      getDictatableNextRecipient({
+      // Sort by signingOrder first (nulls last), then by id
-        recipients: template.recipients,
+      if (a.signingOrder === null && b.signingOrder === null) {
-        currentRecipientId: directRecipient.id,
+        return a.id - b.id;
-      }) ?? undefined
+      }
-    );
+      if (a.signingOrder === null) {
+        return 1;
+      }
+      if (b.signingOrder === null) {
+        return -1;
+      }
+      if (a.signingOrder === b.signingOrder) {
+        return a.id - b.id;
+      }
+      return a.signingOrder - b.signingOrder;
+    });
+
+    const currentIndex = sortedRecipients.findIndex((r) => r.id === directRecipient.id);
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : undefined;
   }, [template.templateMeta?.signingOrder, template.recipients, directRecipient.id]);
 
   return (

apps/remix/app/components/general/document-signing/document-signing-auth-account.tsx

@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { DialogFooter } from '@documenso/ui/primitives/dialog';
@@ -34,7 +35,9 @@ export const DocumentSigningAuthAccount = ({
       const currentPath = `${window.location.pathname}${window.location.search}${window.location.hash}`;
 
       await authClient.signOut({
-        redirectPath: `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        redirectPath: formatPath(
+          `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
+        ),
       });
     } catch {
       setIsSigningOut(false);

apps/remix/app/components/general/document-signing/document-signing-auth-page.tsx

@@ -1,4 +1,5 @@
 import { authClient } from '@documenso/auth/client';
+import { formatPath } from '@documenso/lib/constants/app';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
@@ -21,10 +22,10 @@ export const DocumentSigningAuthPageView = ({ email, emailHasAccount }: Document
     try {
       setIsSigningOut(true);
 
-      let redirectPath = '/signin';
+      let redirectPath = formatPath('/signin');
 
       if (email) {
-        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
+        redirectPath = emailHasAccount ? formatPath(`/signin#email=${email}`) : formatPath(`/signup#email=${email}`);
       }
 
       await authClient.signOut({

apps/remix/app/components/general/document-signing/document-signing-complete-dialog.tsx

@@ -14,6 +14,7 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
@@ -27,6 +28,8 @@ import { useEmbedSigningContext } from '~/components/embed/embed-signing-context
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 
 export type DocumentSigningCompleteDialogProps = {
@@ -85,7 +88,8 @@ export const DocumentSigningCompleteDialog = ({
   position,
   disableNameInput = false,
 }: DocumentSigningCompleteDialogProps) => {
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
+  const { toast } = useToast();
 
   const [showDialog, setShowDialog] = useState(false);
 
@@ -174,6 +178,18 @@ export const DocumentSigningCompleteDialog = ({
 
         return;
       }
+
+      // This dialog owns the completion error toast for every signing surface
+      // so the user gets a specific, actionable message. Callers should run
+      // their own side effects (e.g. embeds posting document-error) and
+      // rethrow rather than toasting themselves.
+      const toastMessage = getSigningCompletionErrorMessage(err.code);
+
+      toast({
+        title: i18n._(toastMessage.title),
+        description: i18n._(toastMessage.description),
+        variant: 'destructive',
+      });
     }
   };
 

apps/remix/app/components/general/document-signing/document-signing-form.tsx

@@ -1,3 +1,4 @@
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
 import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
@@ -19,6 +20,8 @@ import { useId, useMemo, useState } from 'react';
 import { Controller, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 
+import { getSigningCompletionErrorMessage } from '~/utils/toast-error-messages';
+
 import { AssistantConfirmationDialog, type NextSigner } from '../../dialogs/assistant-confirmation-dialog';
 import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
@@ -100,9 +103,12 @@ export const DocumentSigningForm = ({
     try {
       await completeDocument({ nextSigner });
     } catch (err) {
+      const error = AppError.parseError(err);
+      const toastMessage = getSigningCompletionErrorMessage(error.code);
+
       toast({
-        title: _(msg`Error`),
+        title: _(toastMessage.title),
-        description: _(msg`An error occurred while completing the document. Please try again.`),
+        description: _(toastMessage.description),
         variant: 'destructive',
       });
 

apps/remix/app/components/general/document-signing/document-signing-page-view-v1.tsx

@@ -15,7 +15,6 @@ import type { CompletedField } from '@documenso/lib/types/fields';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
-import { getDictatableNextRecipient } from '@documenso/lib/utils/recipient-groups';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
@@ -144,11 +143,31 @@ export const DocumentSigningPageViewV1 = ({
   const targetSigner = recipient.role === RecipientRole.ASSISTANT && selectedSigner ? selectedSigner : null;
 
   const nextRecipient = useMemo(() => {
-    if (documentMeta?.signingOrder !== 'SEQUENTIAL') {
+    if (!documentMeta?.signingOrder || documentMeta.signingOrder !== 'SEQUENTIAL') {
       return undefined;
     }
 
-    return getDictatableNextRecipient({ recipients: allRecipients, currentRecipientId: recipient.id }) ?? undefined;
+    const sortedRecipients = [...allRecipients].sort((a, b) => {
+      // Sort by signingOrder first (nulls last), then by id
+      if (a.signingOrder === null && b.signingOrder === null) {
+        return a.id - b.id;
+      }
+      if (a.signingOrder === null) {
+        return 1;
+      }
+      if (b.signingOrder === null) {
+        return -1;
+      }
+      if (a.signingOrder === b.signingOrder) {
+        return a.id - b.id;
+      }
+      return a.signingOrder - b.signingOrder;
+    });
+
+    const currentIndex = sortedRecipients.findIndex((r) => r.id === recipient.id);
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : undefined;
   }, [document.documentMeta?.signingOrder, allRecipients, recipient.id]);
 
   const pendingFields = fieldsRequiringValidation.filter((field) => !field.inserted);

apps/remix/app/components/general/document-signing/document-signing-radio-field.tsx

@@ -146,14 +146,17 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
       {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10 my-0.5 gap-y-1">
+        <RadioGroup
+          value={selectedOption}
+          onValueChange={(value) => handleSelectItem(value)}
+          className="z-10 my-0.5 gap-y-1"
+        >
           {values?.map((item, index) => (
             <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3 shrink-0"
                 value={item.value}
                 id={`option-${field.id}-${item.id}`}
-                checked={item.checked}
                 disabled={isReadOnly}
               />
               {!item.value.includes('empty-value-') && item.value && (
@@ -167,14 +170,13 @@ export const DocumentSigningRadioField = ({ field, onSignField, onUnsignField }:
       )}
 
       {field.inserted && (
-        <RadioGroup className="my-0.5 gap-y-1">
+        <RadioGroup value={field.customText ?? ''} className="my-0.5 gap-y-1">
           {values?.map((item, index) => (
             <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3"
                 value={item.value}
                 id={`option-${field.id}-${item.id}`}
-                checked={item.value === field.customText}
                 disabled={isReadOnly}
               />
               {!item.value.includes('empty-value-') && item.value && (

apps/remix/app/components/general/document-signing/envelope-signing-provider.tsx

@@ -6,7 +6,6 @@ import type { EnvelopeForSigningResponse } from '@documenso/lib/server-only/enve
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired, isRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { extractFieldInsertionValues } from '@documenso/lib/utils/envelope-signing';
-import { getDictatableNextRecipient } from '@documenso/lib/utils/recipient-groups';
 import { trpc } from '@documenso/trpc/react';
 import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
 import { EnvelopeType, type Field, FieldType, type Recipient, RecipientRole, SigningStatus } from '@prisma/client';
@@ -291,14 +290,32 @@ export const EnvelopeSigningProvider = ({
     .filter((field) => field.inserted);
 
   const nextRecipient = useMemo(() => {
-    if (envelope.documentMeta.signingOrder !== 'SEQUENTIAL') {
+    if (!envelope.documentMeta.signingOrder || envelope.documentMeta.signingOrder !== 'SEQUENTIAL') {
       return null;
     }
 
-    return getDictatableNextRecipient({
+    const sortedRecipients = [...envelope.recipients].sort((a, b) => {
-      recipients: envelope.recipients,
+      // Sort by signingOrder first (nulls last), then by id
-      currentRecipientId: recipient.id,
+      if (a.signingOrder === null && b.signingOrder === null) {
+        return a.id - b.id;
+      }
+      if (a.signingOrder === null) {
+        return 1;
+      }
+      if (b.signingOrder === null) {
+        return -1;
+      }
+      if (a.signingOrder === b.signingOrder) {
+        return a.id - b.id;
+      }
+      return a.signingOrder - b.signingOrder;
     });
+
+    const currentIndex = sortedRecipients.findIndex((r) => r.id === recipient.id);
+
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : null;
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
   const signField = async (

apps/remix/app/components/general/envelope-editor/envelope-editor-recipient-form.tsx

@@ -1,30 +1,42 @@
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
-import {
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
-  updateEditorSigners,
+import { ZEditorRecipientsFormSchema } from '@documenso/lib/client-only/hooks/use-editor-recipients';
-  ZEditorRecipientsFormSchema,
-} from '@documenso/lib/client-only/hooks/use-editor-recipients';
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
-import { groupRecipientsBySigningOrder, normalizeGroupedSigningOrders } from '@documenso/lib/utils/recipient-groups';
+import {
-import { canEditorRecipientBeModified } from '@documenso/lib/utils/recipients';
+  isAssistantLastSigner,
+  isCcRecipient,
+  normalizeRecipientSigningOrders,
+  canRecipientBeModified as utilCanRecipientBeModified,
+} from '@documenso/lib/utils/recipients';
+import { trpc } from '@documenso/trpc/react';
+import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
+import {
+  RecipientAutoCompleteInput,
+  type RecipientAutoCompleteOption,
+} from '@documenso/ui/components/recipient/recipient-autocomplete-input';
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { cn } from '@documenso/ui/lib/utils';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import { SigningOrderConfirmation } from '@documenso/ui/primitives/document-flow/signing-order-confirmation';
-import { Form, FormControl, FormField, FormItem, FormLabel } from '@documenso/ui/primitives/form/form';
+import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
 import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import { Input } from '@documenso/ui/primitives/input';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
+import { DragDropContext, Draggable, Droppable, type DropResult, type SensorAPI } from '@hello-pangea/dnd';
 import { plural } from '@lingui/core/macro';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
-import { DocumentSigningOrder, RecipientRole, SendStatus } from '@prisma/client';
+import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
-import { HelpCircleIcon, PlusIcon, SparklesIcon } from 'lucide-react';
+import { motion } from 'framer-motion';
+import { GripVerticalIcon, HelpCircleIcon, PlusIcon, SparklesIcon, TrashIcon } from 'lucide-react';
 import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
 import { useFieldArray, useWatch } from 'react-hook-form';
 import { useRevalidator, useSearchParams } from 'react-router';
@@ -34,8 +46,6 @@ import { AiFeaturesEnableDialog } from '~/components/dialogs/ai-features-enable-
 import { AiRecipientDetectionDialog } from '~/components/dialogs/ai-recipient-detection-dialog';
 import { useCurrentTeam } from '~/providers/team';
 
-import { RecipientStepList } from './recipient-step-list';
-
 export const EnvelopeEditorRecipientForm = () => {
   const { envelope, setRecipientsDebounced, updateEnvelope, editorRecipients, isEmbedded, editorConfig } =
     useCurrentEnvelopeEditor();
@@ -43,6 +53,7 @@ export const EnvelopeEditorRecipientForm = () => {
   const organisation = useCurrentOrganisation();
   const team = useCurrentTeam();
 
+  const { t } = useLingui();
   const { toast } = useToast();
   const { remaining } = useLimits();
   const { sessionData } = useOptionalSession();
@@ -50,6 +61,7 @@ export const EnvelopeEditorRecipientForm = () => {
   const user = sessionData?.user;
 
   const [searchParams, setSearchParams] = useSearchParams();
+  const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
   const [isAiEnableDialogOpen, setIsAiEnableDialogOpen] = useState(false);
 
   // AI recipient detection dialog state
@@ -95,8 +107,23 @@ export const EnvelopeEditorRecipientForm = () => {
     });
   };
 
+  const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
+
+  const $sensorApi = useRef<SensorAPI | null>(null);
   const isFirstRender = useRef(true);
-  const { recipients } = envelope;
+  const { recipients, fields } = envelope;
+
+  const { data: recipientSuggestionsData, isLoading } = trpc.recipient.suggestions.find.useQuery(
+    {
+      query: debouncedRecipientSearchQuery,
+    },
+    {
+      enabled: debouncedRecipientSearchQuery.length > 1 && !isEmbedded,
+      retry: false,
+    },
+  );
+
+  const recipientSuggestions = recipientSuggestionsData?.results || [];
 
   const { form } = editorRecipients;
 
@@ -134,20 +161,17 @@ export const EnvelopeEditorRecipientForm = () => {
   }, [watchedSigners]);
 
   const normalizeSigningOrders = (signers: typeof watchedSigners) => {
-    return normalizeGroupedSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
+    return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
   };
 
-  // Keep a mounted field array for `signers` so react-hook-form reconciles
+  const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
-  // whole-array `setValue` calls atomically. Without it, reordering the array
+
-  // leaves stale partial entries in watched values (missing email/name/role),
+  const { fields: signers, remove: removeSigner } = useFieldArray({
-  // which breaks validation and the autosave sync.
-  useFieldArray({
     control,
     name: 'signers',
+    keyName: 'nativeId',
   });
 
-  const stepCount = useMemo(() => groupRecipientsBySigningOrder(watchedSigners).steps.length, [watchedSigners]);
-
   const emptySignerIndex = watchedSigners.findIndex(
     (signer) =>
       !signer.name && !signer.email && envelope.fields.filter((field) => field.recipientId === signer.id).length === 0,
@@ -159,22 +183,39 @@ export const EnvelopeEditorRecipientForm = () => {
 
   const hasCurrentEditorInfo = Boolean(currentEditorEmail || currentEditorName);
 
-  // Note: Watched signer entries can be transiently partial while react-hook-form
-  // re-registers reordered array fields, so guard optional access here.
   const isUserAlreadyARecipient = watchedSigners.some(
-    (signer) => Boolean(currentEditorEmail) && signer.email?.toLowerCase() === currentEditorEmail?.toLowerCase(),
+    (signer) => signer.email.toLowerCase() === currentEditorEmail?.toLowerCase(),
   );
 
   const hasDocumentBeenSent = recipients.some(
     (recipient) => recipient.role !== RecipientRole.CC && recipient.sendStatus === SendStatus.SENT,
   );
 
-  const canRecipientBeModified = (recipientId?: number) => canEditorRecipientBeModified(envelope, recipientId);
+  const canRecipientBeModified = (recipientId?: number) => {
+    if (envelope.type === EnvelopeType.TEMPLATE) {
+      return true;
+    }
+
+    if (recipientId === undefined) {
+      return true;
+    }
+
+    const recipient = recipients.find((recipient) => recipient.id === recipientId);
+
+    if (!recipient) {
+      return false;
+    }
+
+    return utilCanRecipientBeModified(recipient, fields);
+  };
 
   const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
     const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
 
-    updateEditorSigners(form, updatedSigners);
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
 
     if (shouldFocus) {
       const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
@@ -192,7 +233,7 @@ export const EnvelopeEditorRecipientForm = () => {
       email: '',
       role: RecipientRole.SIGNER,
       actionAuth: [],
-      signingOrder: stepCount + 1,
+      signingOrder: activeRecipientCount + 1,
     });
   };
 
@@ -204,8 +245,8 @@ export const EnvelopeEditorRecipientForm = () => {
 
     // If the only signer is the default empty signer lets just replace it with the detected recipients
     if (currentSigners.length === 1 && !currentSigners[0].name && !currentSigners[0].email) {
-      updateEditorSigners(
+      form.setValue(
-        form,
+        'signers',
         detectedRecipients.map((recipient, index) => ({
           formId: nanoid(12),
           name: recipient.name,
@@ -214,6 +255,10 @@ export const EnvelopeEditorRecipientForm = () => {
           actionAuth: [],
           signingOrder: index + 1,
         })),
+        {
+          shouldValidate: true,
+          shouldDirty: true,
+        },
       );
 
       return;
@@ -240,7 +285,10 @@ export const EnvelopeEditorRecipientForm = () => {
       nextSigningOrder += 1;
     }
 
-    updateEditorSigners(form, normalizeSigningOrders(currentSigners));
+    form.setValue('signers', normalizeSigningOrders(currentSigners), {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
 
     toast({
       title: plural(detectedRecipients.length, {
@@ -254,6 +302,32 @@ export const EnvelopeEditorRecipientForm = () => {
     });
   };
 
+  const onRemoveSigner = (index: number) => {
+    const signer = signers[index];
+
+    if (!canRecipientBeModified(signer.id)) {
+      toast({
+        title: t`Cannot remove signer`,
+        description: t`This signer has already signed the document.`,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
+    const formStateIndex = form.getValues('signers').findIndex((s) => s.formId === signer.formId);
+    if (formStateIndex !== -1) {
+      removeSigner(formStateIndex);
+
+      const updatedSigners = form.getValues('signers').filter((s) => s.formId !== signer.formId);
+
+      form.setValue('signers', normalizeSigningOrders(updatedSigners), {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+    }
+  };
+
   const onAddSelfSigner = () => {
     if (emptySignerIndex !== -1) {
       setValue(`signers.${emptySignerIndex}.name`, currentEditorName ?? '', {
@@ -274,7 +348,7 @@ export const EnvelopeEditorRecipientForm = () => {
           email: currentEditorEmail ?? '',
           role: RecipientRole.SIGNER,
           actionAuth: [],
-          signingOrder: stepCount + 1,
+          signingOrder: activeRecipientCount + 1,
         },
         true,
       );
@@ -283,6 +357,142 @@ export const EnvelopeEditorRecipientForm = () => {
     }
   };
 
+  const handleRecipientAutoCompleteSelect = (index: number, suggestion: RecipientAutoCompleteOption) => {
+    setValue(`signers.${index}.email`, suggestion.email, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+    setValue(`signers.${index}.name`, suggestion.name || '', {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+  };
+
+  const onDragEnd = useCallback(
+    async (result: DropResult) => {
+      if (!result.destination) {
+        return;
+      }
+
+      const items = Array.from(watchedSigners);
+      const [reorderedSigner] = items.splice(result.source.index, 1);
+
+      // Find next valid position
+      let insertIndex = result.destination.index;
+      while (insertIndex < items.length && !canRecipientBeModified(items[insertIndex].id)) {
+        insertIndex++;
+      }
+
+      items.splice(insertIndex, 0, reorderedSigner);
+
+      const updatedSigners = normalizeSigningOrders(items);
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      if (isAssistantLastSigner(updatedSigners)) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+
+      await form.trigger('signers');
+    },
+    [form, canRecipientBeModified, watchedSigners, toast],
+  );
+
+  const handleRoleChange = useCallback(
+    (index: number, role: RecipientRole) => {
+      const currentSigners = form.getValues('signers');
+      const signingOrder = form.getValues('signingOrder');
+
+      // Handle parallel to sequential conversion for assistants
+      if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
+        form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL, {
+          shouldValidate: true,
+          shouldDirty: true,
+        });
+        toast({
+          title: t`Signing order is enabled.`,
+          description: t`You cannot add assistants when signing order is disabled.`,
+          variant: 'destructive',
+        });
+        return;
+      }
+
+      const updatedSigners = normalizeSigningOrders(
+        currentSigners.map((signer, idx) => ({
+          ...signer,
+          role: idx === index ? role : signer.role,
+        })),
+      );
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+    },
+    [form, toast, canRecipientBeModified],
+  );
+
+  const handleSigningOrderChange = useCallback(
+    (index: number, newOrderString: string) => {
+      const trimmedOrderString = newOrderString.trim();
+      if (!trimmedOrderString) {
+        return;
+      }
+
+      const newOrder = Number(trimmedOrderString);
+      if (!Number.isInteger(newOrder) || newOrder < 1) {
+        return;
+      }
+
+      const currentSigners = form.getValues('signers');
+      const signer = currentSigners[index];
+
+      if (isCcRecipient(signer)) {
+        return;
+      }
+
+      const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
+      const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
+      const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
+
+      if (currentSigningOrderIndex === -1) {
+        return;
+      }
+
+      const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
+      nonCcSigners.splice(newPosition, 0, reorderedSigner);
+
+      const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+    },
+    [form, canRecipientBeModified, toast],
+  );
+
   const handleSigningOrderDisable = useCallback(() => {
     setShowSigningOrderConfirmation(false);
 
@@ -294,8 +504,10 @@ export const EnvelopeEditorRecipientForm = () => {
       })),
     );
 
-    updateEditorSigners(form, updatedSigners);
+    form.setValue('signers', updatedSigners, {
-
+      shouldValidate: true,
+      shouldDirty: true,
+    });
     form.setValue('signingOrder', DocumentSigningOrder.PARALLEL, {
       shouldValidate: true,
       shouldDirty: true,
@@ -376,7 +588,7 @@ export const EnvelopeEditorRecipientForm = () => {
   }, [formValues]);
 
   const recipientCountLimit = organisation.organisationClaim.recipientCount;
-  const isOverRecipientLimit = recipientCountLimit > 0 && watchedSigners.length > recipientCountLimit;
+  const isOverRecipientLimit = recipientCountLimit > 0 && signers.length > recipientCountLimit;
 
   return (
     <Card backdropBlur={false} className="border">
@@ -432,7 +644,7 @@ export const EnvelopeEditorRecipientForm = () => {
             type="button"
             className="flex-1"
             size="sm"
-            disabled={isSubmitting || watchedSigners.length >= remaining.recipients}
+            disabled={isSubmitting || signers.length >= remaining.recipients}
             onClick={() => onAddSigner()}
           >
             <PlusIcon className="mr-1 -ml-1 h-5 w-5" />
@@ -582,7 +794,287 @@ export const EnvelopeEditorRecipientForm = () => {
             )}
           </div>
 
-          <RecipientStepList showAdvancedSettings={showAdvancedSettings} />
+          <DragDropContext
+            onDragEnd={onDragEnd}
+            sensors={[
+              (api: SensorAPI) => {
+                $sensorApi.current = api;
+              },
+            ]}
+          >
+            <Droppable droppableId="signers">
+              {(provided) => (
+                <div {...provided.droppableProps} ref={provided.innerRef} className="flex w-full flex-col gap-y-2">
+                  {signers.map((signer, index) => {
+                    const isDirectRecipient =
+                      envelope.type === EnvelopeType.TEMPLATE &&
+                      envelope.directLink !== null &&
+                      signer.id === envelope.directLink.directTemplateRecipientId;
+
+                    return (
+                      <Draggable
+                        key={`${signer.nativeId}-${signer.signingOrder}`}
+                        draggableId={signer['nativeId']}
+                        index={index}
+                        isDragDisabled={
+                          !isSigningOrderSequential ||
+                          isSubmitting ||
+                          isCcRecipient(signer) ||
+                          !canRecipientBeModified(signer.id) ||
+                          !signer.signingOrder
+                        }
+                      >
+                        {(provided, snapshot) => (
+                          <div
+                            ref={provided.innerRef}
+                            {...provided.draggableProps}
+                            {...provided.dragHandleProps}
+                            className={cn('py-1', {
+                              'pointer-events-none rounded-md bg-widget-foreground pt-2': snapshot.isDragging,
+                            })}
+                          >
+                            <motion.fieldset
+                              data-native-id={signer.id}
+                              disabled={isSubmitting || !canRecipientBeModified(signer.id)}
+                              className={cn('pb-2', {
+                                'border-b pb-4': showAdvancedSettings && index !== signers.length - 1,
+                                'pt-2': showAdvancedSettings && index === 0,
+                                'pr-3': isSigningOrderSequential,
+                              })}
+                            >
+                              <div className="flex flex-row items-center gap-x-2">
+                                {isSigningOrderSequential && isCcRecipient(signer) && (
+                                  <div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
+                                )}
+
+                                {isSigningOrderSequential && !isCcRecipient(signer) && (
+                                  <FormField
+                                    control={form.control}
+                                    name={`signers.${index}.signingOrder`}
+                                    render={({ field }) => (
+                                      <FormItem
+                                        className={cn('mt-auto flex items-center gap-x-1 space-y-0', {
+                                          'mb-6':
+                                            form.formState.errors.signers?.[index] &&
+                                            !form.formState.errors.signers[index]?.signingOrder,
+                                        })}
+                                      >
+                                        <GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
+                                        <FormControl>
+                                          <Input
+                                            type="number"
+                                            max={activeRecipientCount}
+                                            data-testid="signing-order-input"
+                                            className={cn(
+                                              'w-10 text-center',
+                                              '[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
+                                            )}
+                                            {...field}
+                                            onChange={(e) => {
+                                              field.onChange(e);
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            onBlur={(e) => {
+                                              field.onBlur();
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            disabled={
+                                              snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
+                                            }
+                                          />
+                                        </FormControl>
+                                        <FormMessage />
+                                      </FormItem>
+                                    )}
+                                  />
+                                )}
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.email`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('relative w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.email,
+                                      })}
+                                    >
+                                      {!showAdvancedSettings && index === 0 && (
+                                        <FormLabel>
+                                          <Trans>Email</Trans>
+                                        </FormLabel>
+                                      )}
+
+                                      <FormControl>
+                                        <RecipientAutoCompleteInput
+                                          type="email"
+                                          placeholder={t`Email`}
+                                          value={field.value}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id) ||
+                                            isDirectRecipient
+                                          }
+                                          options={recipientSuggestions}
+                                          onSelect={(suggestion) =>
+                                            handleRecipientAutoCompleteSelect(index, suggestion)
+                                          }
+                                          onSearchQueryChange={(query) => {
+                                            field.onChange(query);
+                                            setRecipientSearchQuery(query);
+                                          }}
+                                          loading={isLoading}
+                                          data-testid="signer-email-input"
+                                          maxLength={254}
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.name`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.name,
+                                      })}
+                                    >
+                                      {!showAdvancedSettings && index === 0 && (
+                                        <FormLabel>
+                                          <Trans>Name</Trans>
+                                        </FormLabel>
+                                      )}
+
+                                      <FormControl>
+                                        <RecipientAutoCompleteInput
+                                          type="text"
+                                          placeholder={t`Recipient ${index + 1}`}
+                                          {...field}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id) ||
+                                            isDirectRecipient
+                                          }
+                                          options={recipientSuggestions}
+                                          onSelect={(suggestion) =>
+                                            handleRecipientAutoCompleteSelect(index, suggestion)
+                                          }
+                                          onSearchQueryChange={(query) => {
+                                            field.onChange(query);
+                                            setRecipientSearchQuery(query);
+                                          }}
+                                          loading={isLoading}
+                                          maxLength={255}
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.role`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('mt-auto w-fit', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.role,
+                                      })}
+                                    >
+                                      <FormControl>
+                                        <RecipientRoleSelect
+                                          {...field}
+                                          hideAssistantRole={!editorConfig.recipients?.allowAssistantRole}
+                                          hideCCerRole={!editorConfig.recipients?.allowCCerRole}
+                                          hideViewerRole={!editorConfig.recipients?.allowViewerRole}
+                                          hideApproverRole={!editorConfig.recipients?.allowApproverRole}
+                                          isAssistantEnabled={isSigningOrderSequential}
+                                          onValueChange={(value) => {
+                                            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+                                            handleRoleChange(index, value as RecipientRole);
+                                          }}
+                                          disabled={
+                                            snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
+                                          }
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <Button
+                                  variant="ghost"
+                                  className={cn('mt-auto px-2', {
+                                    'mb-6': form.formState.errors.signers?.[index],
+                                  })}
+                                  data-testid="remove-signer-button"
+                                  disabled={
+                                    snapshot.isDragging ||
+                                    isSubmitting ||
+                                    !canRecipientBeModified(signer.id) ||
+                                    signers.length === 1 ||
+                                    isDirectRecipient
+                                  }
+                                  onClick={() => onRemoveSigner(index)}
+                                >
+                                  <TrashIcon className="h-4 w-4" />
+                                </Button>
+                              </div>
+
+                              {showAdvancedSettings && organisation.organisationClaim.flags.cfr21 && (
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.actionAuth`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('mt-2 w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.actionAuth,
+                                        'pl-6': isSigningOrderSequential,
+                                      })}
+                                    >
+                                      <FormControl>
+                                        <RecipientActionAuthSelect
+                                          {...field}
+                                          onValueChange={field.onChange}
+                                          disabled={
+                                            snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)
+                                          }
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+                              )}
+                            </motion.fieldset>
+                          </div>
+                        )}
+                      </Draggable>
+                    );
+                  })}
+
+                  {provided.placeholder}
+                </div>
+              )}
+            </Droppable>
+          </DragDropContext>
 
           <FormErrorMessage
             className="mt-2"

apps/remix/app/components/general/envelope-editor/recipient-row.tsx

@@ -1,233 +0,0 @@
-import type { TEditorRecipientsFormSchema } from '@documenso/lib/client-only/hooks/use-editor-recipients';
-import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { isCcRecipient } from '@documenso/lib/utils/recipients';
-import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
-import {
-  RecipientAutoCompleteInput,
-  type RecipientAutoCompleteOption,
-} from '@documenso/ui/components/recipient/recipient-autocomplete-input';
-import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { FormControl, FormField, FormItem, FormMessage } from '@documenso/ui/primitives/form/form';
-import type { DraggableProvidedDragHandleProps } from '@hello-pangea/dnd';
-import { useLingui } from '@lingui/react/macro';
-import { EnvelopeType, type RecipientRole } from '@prisma/client';
-import { GripVerticalIcon, TrashIcon } from 'lucide-react';
-import { memo } from 'react';
-import { useFormContext } from 'react-hook-form';
-
-type TEditorSigner = TEditorRecipientsFormSchema['signers'][number];
-
-export type RecipientRowProps = {
-  signerIndex: number;
-  signer: TEditorSigner;
-  isSequential: boolean;
-  isInputDisabled: boolean;
-  canBeModified: boolean;
-  isRemoveDisabled: boolean;
-  showAdvancedSettings: boolean;
-  dragHandleProps?: DraggableProvidedDragHandleProps | null;
-  recipientSuggestions: RecipientAutoCompleteOption[];
-  isLoadingSuggestions: boolean;
-  onRoleChange: (signerIndex: number, role: RecipientRole) => void;
-  onRemove: (signerIndex: number) => void;
-  onAutoCompleteSelect: (signerIndex: number, suggestion: RecipientAutoCompleteOption) => void;
-  onSearchQueryChange: (query: string) => void;
-};
-
-const RecipientRowInner = ({
-  signerIndex,
-  signer,
-  isSequential,
-  isInputDisabled,
-  canBeModified,
-  isRemoveDisabled,
-  showAdvancedSettings,
-  dragHandleProps,
-  recipientSuggestions,
-  isLoadingSuggestions,
-  onRoleChange,
-  onRemove,
-  onAutoCompleteSelect,
-  onSearchQueryChange,
-}: RecipientRowProps) => {
-  const { t } = useLingui();
-
-  const { envelope, editorConfig } = useCurrentEnvelopeEditor();
-  const organisation = useCurrentOrganisation();
-
-  const form = useFormContext<TEditorRecipientsFormSchema>();
-
-  const { isSubmitting } = form.formState;
-
-  const isDirectRecipient =
-    envelope.type === EnvelopeType.TEMPLATE &&
-    envelope.directLink !== null &&
-    signer.id === envelope.directLink.directTemplateRecipientId;
-
-  const isFieldDisabled = isInputDisabled || isSubmitting || !canBeModified;
-
-  const rowErrors = form.formState.errors.signers?.[signerIndex];
-
-  return (
-    <fieldset data-native-id={signer.id} disabled={isSubmitting || !canBeModified} className="py-1">
-      <div className="flex flex-row items-center gap-x-2">
-        {isSequential && !isCcRecipient(signer) && (
-          <span
-            {...(dragHandleProps ?? {})}
-            data-testid="recipient-row-drag-handle"
-            className={cn(
-              'mt-auto -ml-1.5 flex h-10 w-8 flex-shrink-0 cursor-grab items-center justify-center rounded-md hover:bg-foreground/5 active:cursor-grabbing',
-              {
-                'mb-6': rowErrors,
-                'cursor-default hover:bg-transparent': !dragHandleProps,
-              },
-            )}
-          >
-            <GripVerticalIcon
-              className={cn('h-5 w-5 flex-shrink-0 opacity-40', {
-                'opacity-10': !dragHandleProps,
-              })}
-            />
-          </span>
-        )}
-
-        <FormField
-          control={form.control}
-          name={`signers.${signerIndex}.email`}
-          render={({ field }) => (
-            <FormItem
-              className={cn('relative w-full', {
-                'mb-6': rowErrors && !rowErrors.email,
-              })}
-            >
-              <FormControl>
-                <RecipientAutoCompleteInput
-                  type="email"
-                  placeholder={t`Email`}
-                  value={field.value}
-                  disabled={isFieldDisabled || isDirectRecipient}
-                  options={recipientSuggestions}
-                  onSelect={(suggestion) => onAutoCompleteSelect(signerIndex, suggestion)}
-                  onSearchQueryChange={(query) => {
-                    field.onChange(query);
-                    onSearchQueryChange(query);
-                  }}
-                  loading={isLoadingSuggestions}
-                  data-testid="signer-email-input"
-                  maxLength={254}
-                />
-              </FormControl>
-
-              <FormMessage />
-            </FormItem>
-          )}
-        />
-
-        <FormField
-          control={form.control}
-          name={`signers.${signerIndex}.name`}
-          render={({ field }) => (
-            <FormItem
-              className={cn('w-full', {
-                'mb-6': rowErrors && !rowErrors.name,
-              })}
-            >
-              <FormControl>
-                <RecipientAutoCompleteInput
-                  type="text"
-                  placeholder={t`Recipient ${signerIndex + 1}`}
-                  {...field}
-                  disabled={isFieldDisabled || isDirectRecipient}
-                  options={recipientSuggestions}
-                  onSelect={(suggestion) => onAutoCompleteSelect(signerIndex, suggestion)}
-                  onSearchQueryChange={(query) => {
-                    field.onChange(query);
-                    onSearchQueryChange(query);
-                  }}
-                  loading={isLoadingSuggestions}
-                  maxLength={255}
-                />
-              </FormControl>
-
-              <FormMessage />
-            </FormItem>
-          )}
-        />
-
-        <FormField
-          control={form.control}
-          name={`signers.${signerIndex}.role`}
-          render={({ field }) => (
-            <FormItem
-              className={cn('mt-auto w-fit', {
-                'mb-6': rowErrors && !rowErrors.role,
-              })}
-            >
-              <FormControl>
-                <RecipientRoleSelect
-                  {...field}
-                  hideAssistantRole={!editorConfig.recipients?.allowAssistantRole}
-                  hideCCerRole={!editorConfig.recipients?.allowCCerRole}
-                  hideViewerRole={!editorConfig.recipients?.allowViewerRole}
-                  hideApproverRole={!editorConfig.recipients?.allowApproverRole}
-                  isAssistantEnabled={isSequential}
-                  onValueChange={(value) => {
-                    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-                    onRoleChange(signerIndex, value as RecipientRole);
-                  }}
-                  disabled={isFieldDisabled}
-                />
-              </FormControl>
-
-              <FormMessage />
-            </FormItem>
-          )}
-        />
-
-        <Button
-          variant="ghost"
-          className={cn('mt-auto px-2', {
-            'mb-6': rowErrors,
-          })}
-          data-testid="remove-signer-button"
-          disabled={isFieldDisabled || isRemoveDisabled || isDirectRecipient}
-          onClick={() => onRemove(signerIndex)}
-        >
-          <TrashIcon className="h-4 w-4" />
-        </Button>
-      </div>
-
-      {showAdvancedSettings && organisation.organisationClaim.flags.cfr21 && (
-        <FormField
-          control={form.control}
-          name={`signers.${signerIndex}.actionAuth`}
-          render={({ field }) => (
-            <FormItem
-              className={cn('mt-2 w-full', {
-                'mb-6': rowErrors && !rowErrors.actionAuth,
-                'pl-6': isSequential,
-              })}
-            >
-              <FormControl>
-                <RecipientActionAuthSelect {...field} onValueChange={field.onChange} disabled={isFieldDisabled} />
-              </FormControl>
-
-              <FormMessage />
-            </FormItem>
-          )}
-        />
-      )}
-    </fieldset>
-  );
-};
-
-/**
- * Memoized: rows contain heavy inputs (autocomplete, role select) and would
- * otherwise re-render on every drag state change, making drags feel sluggish.
- * All callback props are stable (useCallback in the list) and `signer` object
- * identities only change when form values actually change.
- */
-export const RecipientRow = memo(RecipientRowInner);

apps/remix/app/components/general/envelope-editor/recipient-step-card.tsx

@@ -1,247 +0,0 @@
-import type { TEditorRecipientsFormSchema } from '@documenso/lib/client-only/hooks/use-editor-recipients';
-import type { RecipientStep } from '@documenso/lib/utils/recipient-groups';
-import { cn } from '@documenso/ui/lib/utils';
-import { Badge } from '@documenso/ui/primitives/badge';
-import { Button } from '@documenso/ui/primitives/button';
-import type { DraggableProvided, DraggableStateSnapshot } from '@hello-pangea/dnd';
-import { Draggable, Droppable } from '@hello-pangea/dnd';
-import { Trans } from '@lingui/react/macro';
-import { GripVerticalIcon, Users2Icon } from 'lucide-react';
-
-import { RecipientRow, type RecipientRowProps } from './recipient-row';
-
-type TEditorSigner = TEditorRecipientsFormSchema['signers'][number];
-
-export type DraggingType = 'STEP' | 'RECIPIENT' | null;
-
-/**
- * Skips the drop animation. The post-drop state update re-sorts and renumbers
- * the groups anyway, so gliding to the predicted slot first makes every drop
- * feel like it settles twice — snapping hands control to the real re-render
- * immediately instead.
- */
-const getDraggableStyle = (provided: DraggableProvided, snapshot: DraggableStateSnapshot) => {
-  if (!snapshot.isDropAnimating) {
-    return provided.draggableProps.style;
-  }
-
-  return {
-    ...provided.draggableProps.style,
-    transitionDuration: '0.001s',
-  };
-};
-
-export type RecipientStepCardSharedRowProps = Pick<
-  RecipientRowProps,
-  | 'showAdvancedSettings'
-  | 'recipientSuggestions'
-  | 'isLoadingSuggestions'
-  | 'onRoleChange'
-  | 'onRemove'
-  | 'onAutoCompleteSelect'
-  | 'onSearchQueryChange'
->;
-
-export type RecipientStepCardProps = {
-  stepIndex: number;
-  step: RecipientStep<TEditorSigner>;
-  isLastStep: boolean;
-  draggableProvided: DraggableProvided;
-  draggableSnapshot: DraggableStateSnapshot;
-  draggingType: DraggingType;
-  isStepLocked: boolean;
-  isRemoveDisabled: boolean;
-  flatIndexByFormId: Map<string, number>;
-  canSignerBeModified: (signer: TEditorSigner) => boolean;
-  isSubmitting: boolean;
-  onUngroup: (stepIndex: number) => void;
-  rowProps: RecipientStepCardSharedRowProps;
-};
-
-/**
- * The drop-zone strip rendered above each group card (and below the last one)
- * that receives recipient-row drops. Invisible until a dragged row hovers it,
- * then it shows a full-width green line marking the insertion point.
- *
- * Notes:
- * - It lives INSIDE the step's Draggable so it shifts together with the card
- *   while groups are being reordered — a static strip between draggables
- *   would stay behind while the cards around it are displaced, making group
- *   drags look broken.
- * - Its `droppableId` must stay STABLE while mounted (anchored to a formId,
- *   never a positional index): @hello-pangea/dnd does not support changing
- *   ids on mounted droppables/draggables, which silently breaks them.
- * - `type="RECIPIENT"` already scopes it to recipient-row drags, and
- *   `isDropDisabled` must not be toggled based on the active drag, as
- *   @hello-pangea/dnd snapshots it at drag start (before state updates land).
- * - It must keep a CONSTANT size: droppable geometry is captured when a drag
- *   starts, so resizing during the drag would leave the visible strip and the
- *   actual hit area in different places. Only colors may change mid-drag.
- */
-const RecipientStepGap = ({ droppableId }: { droppableId: string }) => (
-  <Droppable droppableId={droppableId} type="RECIPIENT">
-    {(provided, snapshot) => (
-      <div
-        ref={provided.innerRef}
-        {...provided.droppableProps}
-        data-testid="recipient-step-gap"
-        className={cn('flex h-6 items-center', {
-          'gap-active': snapshot.isDraggingOver,
-        })}
-      >
-        <div
-          className={cn('h-[3px] w-full rounded-full bg-primary opacity-0 transition-opacity duration-100', {
-            'opacity-100': snapshot.isDraggingOver,
-          })}
-        />
-        {provided.placeholder}
-      </div>
-    )}
-  </Droppable>
-);
-
-export const RecipientStepCard = ({
-  stepIndex,
-  step,
-  isLastStep,
-  draggableProvided,
-  draggableSnapshot,
-  draggingType,
-  isStepLocked,
-  isRemoveDisabled,
-  flatIndexByFormId,
-  canSignerBeModified,
-  isSubmitting,
-  onUngroup,
-  rowProps,
-}: RecipientStepCardProps) => {
-  const isGroup = step.members.length > 1;
-  const isCombineTarget = draggingType === 'STEP' && Boolean(draggableSnapshot.combineTargetFor);
-
-  // All droppable ids are anchored to the first member's formId (never a
-  // positional index) so they stay stable while cards are reordered —
-  // @hello-pangea/dnd does not support changing ids on mounted elements.
-  const stepAnchor = step.members[0].formId;
-
-  return (
-    <div
-      ref={draggableProvided.innerRef}
-      {...draggableProvided.draggableProps}
-      style={getDraggableStyle(draggableProvided, draggableSnapshot)}
-      className={cn({
-        'pointer-events-none': draggableSnapshot.isDragging,
-      })}
-    >
-      <RecipientStepGap droppableId={`gap-${stepAnchor}`} />
-
-      <Droppable droppableId={`step-members-${stepAnchor}`} type="RECIPIENT">
-        {(droppableProvided, droppableSnapshot) => {
-          const isJoinTarget = draggingType === 'RECIPIENT' && droppableSnapshot.isDraggingOver;
-          const isHighlighted = isCombineTarget || isJoinTarget;
-
-          return (
-            <div
-              ref={droppableProvided.innerRef}
-              {...droppableProvided.droppableProps}
-              data-testid="recipient-step-card"
-              className={cn('relative rounded-lg border bg-background px-3 pt-2 pb-1 transition-shadow', {
-                'border-primary/60 bg-primary/5': isGroup,
-                'bg-widget-foreground shadow-lg': draggableSnapshot.isDragging,
-                'border-primary ring-1 ring-primary': isHighlighted,
-              })}
-            >
-              {isHighlighted && (
-                <Badge
-                  variant="default"
-                  size="small"
-                  className="absolute -top-3 right-4 z-10 flex items-center gap-x-1 shadow-sm"
-                >
-                  <Users2Icon className="h-3 w-3" />
-                  <Trans>Release to group</Trans>
-                </Badge>
-              )}
-
-              <div className="flex flex-row items-center gap-x-1">
-                <span
-                  {...(draggableProvided.dragHandleProps ?? {})}
-                  data-testid="step-drag-handle"
-                  className={cn(
-                    '-my-1 -ml-1.5 flex h-8 w-8 flex-shrink-0 cursor-grab items-center justify-center rounded-md hover:bg-foreground/5 active:cursor-grabbing',
-                    { 'pointer-events-none opacity-30': isStepLocked },
-                  )}
-                >
-                  <GripVerticalIcon className="h-4 w-4 opacity-60" />
-                </span>
-
-                <Badge variant={isGroup ? 'default' : 'neutral'} size="small">
-                  <Trans>Group {step.order}</Trans>
-                </Badge>
-
-                {isGroup && (
-                  <>
-                    <span className="ml-1 flex items-center gap-x-1.5 text-green-700 text-xs dark:text-green-400">
-                      <Users2Icon className="h-3.5 w-3.5" />
-                      <Trans>{step.members.length} recipients · any order</Trans>
-                    </span>
-
-                    <Button
-                      type="button"
-                      variant="link"
-                      size="sm"
-                      data-testid="ungroup-step-button"
-                      className="ml-auto h-auto p-0 text-xs"
-                      disabled={isStepLocked || isSubmitting}
-                      onClick={() => onUngroup(stepIndex)}
-                    >
-                      <Trans>Ungroup</Trans>
-                    </Button>
-                  </>
-                )}
-              </div>
-
-              {step.members.map((member, memberIndex) => {
-                const signerIndex = flatIndexByFormId.get(member.formId) ?? -1;
-                const canBeModified = canSignerBeModified(member);
-
-                return (
-                  <Draggable
-                    key={member.formId}
-                    draggableId={`recipient-${member.formId}`}
-                    index={memberIndex}
-                    isDragDisabled={isSubmitting || !canBeModified}
-                  >
-                    {(memberProvided, memberSnapshot) => (
-                      <div
-                        ref={memberProvided.innerRef}
-                        {...memberProvided.draggableProps}
-                        style={getDraggableStyle(memberProvided, memberSnapshot)}
-                        className={cn({
-                          'rounded-md bg-widget-foreground shadow-lg': memberSnapshot.isDragging,
-                        })}
-                      >
-                        <RecipientRow
-                          signerIndex={signerIndex}
-                          signer={member}
-                          isSequential={true}
-                          isInputDisabled={memberSnapshot.isDragging || draggableSnapshot.isDragging}
-                          canBeModified={canBeModified}
-                          isRemoveDisabled={isRemoveDisabled}
-                          dragHandleProps={memberProvided.dragHandleProps}
-                          {...rowProps}
-                        />
-                      </div>
-                    )}
-                  </Draggable>
-                );
-              })}
-
-              {droppableProvided.placeholder}
-            </div>
-          );
-        }}
-      </Droppable>
-
-      {isLastStep && <RecipientStepGap droppableId="gap-end" />}
-    </div>
-  );
-};

apps/remix/app/components/general/envelope-editor/recipient-step-list.tsx

@@ -1,359 +0,0 @@
-import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
-import {
-  type TEditorRecipientsFormSchema,
-  updateEditorSigners,
-} from '@documenso/lib/client-only/hooks/use-editor-recipients';
-import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
-import {
-  extractRecipientToNewStep,
-  groupRecipientsBySigningOrder,
-  mergeSteps,
-  moveRecipientToStep,
-  normalizeGroupedSigningOrders,
-  reorderStep,
-  ungroupStep,
-} from '@documenso/lib/utils/recipient-groups';
-import { canEditorRecipientBeModified, isAssistantLastSigner } from '@documenso/lib/utils/recipients';
-import { trpc } from '@documenso/trpc/react';
-import type { RecipientAutoCompleteOption } from '@documenso/ui/components/recipient/recipient-autocomplete-input';
-import { Badge } from '@documenso/ui/primitives/badge';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import type { BeforeCapture, DropResult } from '@hello-pangea/dnd';
-import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
-import { Trans, useLingui } from '@lingui/react/macro';
-import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
-import { useCallback, useMemo, useState } from 'react';
-import { RecipientRow } from './recipient-row';
-import { type DraggingType, RecipientStepCard } from './recipient-step-card';
-
-type TEditorSigner = TEditorRecipientsFormSchema['signers'][number];
-
-export type RecipientStepListProps = {
-  showAdvancedSettings: boolean;
-};
-
-export const RecipientStepList = ({ showAdvancedSettings }: RecipientStepListProps) => {
-  const { t } = useLingui();
-  const { toast } = useToast();
-
-  const { envelope, editorRecipients, isEmbedded } = useCurrentEnvelopeEditor();
-  const { form } = editorRecipients;
-
-  const [draggingType, setDraggingType] = useState<DraggingType>(null);
-  const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
-
-  const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
-
-  const { data: recipientSuggestionsData, isLoading } = trpc.recipient.suggestions.find.useQuery(
-    {
-      query: debouncedRecipientSearchQuery,
-    },
-    {
-      enabled: debouncedRecipientSearchQuery.length > 1 && !isEmbedded,
-      retry: false,
-    },
-  );
-
-  const recipientSuggestions = recipientSuggestionsData?.results || [];
-
-  const watchedSigners = form.watch('signers');
-  const isSequential = form.watch('signingOrder') === DocumentSigningOrder.SEQUENTIAL;
-  const { isSubmitting } = form.formState;
-
-  const { steps, ccRecipients } = useMemo(() => groupRecipientsBySigningOrder(watchedSigners), [watchedSigners]);
-
-  const isRemoveDisabled = watchedSigners.length === 1;
-
-  const flatIndexByFormId = useMemo(
-    () => new Map(watchedSigners.map((signer, index) => [signer.formId, index])),
-    [watchedSigners],
-  );
-
-  const canSignerBeModified = useCallback(
-    (signer: TEditorSigner) => canEditorRecipientBeModified(envelope, signer.id),
-    [envelope],
-  );
-
-  const applySigners = useCallback(
-    (updatedSigners: TEditorSigner[], options: { warnWhenAssistantLast?: boolean } = {}) => {
-      const { warnWhenAssistantLast = true } = options;
-
-      updateEditorSigners(form, updatedSigners);
-
-      if (warnWhenAssistantLast && isAssistantLastSigner(updatedSigners)) {
-        toast({
-          title: t`Warning: Assistant as last signer`,
-          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
-        });
-      }
-
-      void form.trigger('signers');
-    },
-    [form, t, toast],
-  );
-
-  const handleRoleChange = useCallback(
-    (signerIndex: number, role: RecipientRole) => {
-      const currentSigners = form.getValues('signers');
-      const signingOrder = form.getValues('signingOrder');
-
-      if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
-        form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL, {
-          shouldValidate: true,
-          shouldDirty: true,
-        });
-
-        toast({
-          title: t`Signing order is enabled.`,
-          description: t`You cannot add assistants when signing order is disabled.`,
-          variant: 'destructive',
-        });
-
-        return;
-      }
-
-      const updatedSigners = normalizeGroupedSigningOrders(
-        currentSigners.map((signer, index) => ({
-          ...signer,
-          role: index === signerIndex ? role : signer.role,
-        })),
-        canSignerBeModified,
-      );
-
-      applySigners(updatedSigners, { warnWhenAssistantLast: role === RecipientRole.ASSISTANT });
-    },
-    [form, toast, t, canSignerBeModified, applySigners],
-  );
-
-  const handleRemove = useCallback(
-    (signerIndex: number) => {
-      const signer = form.getValues('signers')[signerIndex];
-
-      if (!signer) {
-        return;
-      }
-
-      if (!canSignerBeModified(signer)) {
-        toast({
-          title: t`Cannot remove signer`,
-          description: t`This signer has already signed the document.`,
-          variant: 'destructive',
-        });
-
-        return;
-      }
-
-      const updatedSigners = normalizeGroupedSigningOrders(
-        form.getValues('signers').filter((s) => s.formId !== signer.formId),
-        canSignerBeModified,
-      );
-
-      applySigners(updatedSigners, { warnWhenAssistantLast: false });
-    },
-    [form, toast, t, canSignerBeModified, applySigners],
-  );
-
-  const handleUngroup = useCallback(
-    (stepIndex: number) => {
-      applySigners(ungroupStep(form.getValues('signers'), stepIndex, canSignerBeModified));
-    },
-    [form, canSignerBeModified, applySigners],
-  );
-
-  const handleAutoCompleteSelect = useCallback(
-    (signerIndex: number, suggestion: RecipientAutoCompleteOption) => {
-      form.setValue(`signers.${signerIndex}.email`, suggestion.email, {
-        shouldValidate: true,
-        shouldDirty: true,
-      });
-      form.setValue(`signers.${signerIndex}.name`, suggestion.name || '', {
-        shouldValidate: true,
-        shouldDirty: true,
-      });
-    },
-    [form],
-  );
-
-  const onBeforeCapture = useCallback((before: BeforeCapture) => {
-    setDraggingType(before.draggableId.startsWith('step-') ? 'STEP' : 'RECIPIENT');
-  }, []);
-
-  const onDragEnd = useCallback(
-    (result: DropResult) => {
-      setDraggingType(null);
-
-      const currentSigners = form.getValues('signers');
-
-      // Drag-and-drop ids are anchored to the first member's formId so they
-      // stay stable across reorders; resolve them back to step indexes here.
-      const { steps: currentSteps } = groupRecipientsBySigningOrder(currentSigners);
-
-      const findStepIndexByAnchor = (anchorFormId: string) =>
-        currentSteps.findIndex((step) => step.members[0]?.formId === anchorFormId);
-
-      if (result.type === 'STEP') {
-        if (result.combine) {
-          const targetStepIndex = findStepIndexByAnchor(result.combine.draggableId.slice('step-'.length));
-
-          if (targetStepIndex === -1) {
-            return;
-          }
-
-          applySigners(mergeSteps(currentSigners, result.source.index, targetStepIndex, canSignerBeModified));
-
-          return;
-        }
-
-        if (result.destination) {
-          applySigners(reorderStep(currentSigners, result.source.index, result.destination.index, canSignerBeModified));
-        }
-
-        return;
-      }
-
-      if (result.type === 'RECIPIENT' && result.destination) {
-        const formId = result.draggableId.slice('recipient-'.length);
-        const { droppableId } = result.destination;
-
-        if (droppableId === 'gap-end') {
-          applySigners(extractRecipientToNewStep(currentSigners, formId, currentSteps.length, canSignerBeModified));
-
-          return;
-        }
-
-        if (droppableId.startsWith('gap-')) {
-          const insertStepIndex = findStepIndexByAnchor(droppableId.slice('gap-'.length));
-
-          if (insertStepIndex === -1) {
-            return;
-          }
-
-          applySigners(extractRecipientToNewStep(currentSigners, formId, insertStepIndex, canSignerBeModified));
-
-          return;
-        }
-
-        if (droppableId.startsWith('step-members-')) {
-          const targetStepIndex = findStepIndexByAnchor(droppableId.slice('step-members-'.length));
-
-          if (targetStepIndex === -1) {
-            return;
-          }
-
-          applySigners(moveRecipientToStep(currentSigners, formId, targetStepIndex, canSignerBeModified));
-        }
-      }
-    },
-    [form, canSignerBeModified, applySigners],
-  );
-
-  const sharedRowProps = {
-    showAdvancedSettings,
-    recipientSuggestions,
-    isLoadingSuggestions: isLoading,
-    onRoleChange: handleRoleChange,
-    onRemove: handleRemove,
-    onAutoCompleteSelect: handleAutoCompleteSelect,
-    onSearchQueryChange: setRecipientSearchQuery,
-  };
-
-  return (
-    <div>
-      {!showAdvancedSettings && !isSequential && (
-        <div className="mb-1 flex flex-row gap-x-2 text-sm">
-          <span className="w-full">
-            <Trans>Email</Trans>
-          </span>
-          <span className="w-full">
-            <Trans>Name</Trans>
-          </span>
-          <span className="w-[7.5rem] flex-shrink-0" />
-        </div>
-      )}
-
-      {!isSequential ? (
-        <div className="flex w-full flex-col">
-          {watchedSigners.map((signer, index) => (
-            <RecipientRow
-              key={signer.formId}
-              signerIndex={index}
-              signer={signer}
-              isSequential={false}
-              isInputDisabled={false}
-              canBeModified={canSignerBeModified(signer)}
-              isRemoveDisabled={isRemoveDisabled}
-              dragHandleProps={null}
-              {...sharedRowProps}
-            />
-          ))}
-        </div>
-      ) : (
-        <>
-          <DragDropContext onBeforeCapture={onBeforeCapture} onDragEnd={onDragEnd}>
-            <Droppable droppableId="recipient-steps" type="STEP" isCombineEnabled>
-              {(provided) => (
-                <div {...provided.droppableProps} ref={provided.innerRef} className="flex w-full flex-col">
-                  {steps.map((step, stepIndex) => {
-                    const isStepLocked = step.members.some((member) => !canSignerBeModified(member));
-
-                    return (
-                      <Draggable
-                        key={`step-${step.members[0].formId}`}
-                        draggableId={`step-${step.members[0].formId}`}
-                        index={stepIndex}
-                        isDragDisabled={isSubmitting || isStepLocked}
-                      >
-                        {(draggableProvided, draggableSnapshot) => (
-                          <RecipientStepCard
-                            stepIndex={stepIndex}
-                            step={step}
-                            isLastStep={stepIndex === steps.length - 1}
-                            draggableProvided={draggableProvided}
-                            draggableSnapshot={draggableSnapshot}
-                            draggingType={draggingType}
-                            isStepLocked={isStepLocked}
-                            isRemoveDisabled={isRemoveDisabled}
-                            flatIndexByFormId={flatIndexByFormId}
-                            canSignerBeModified={canSignerBeModified}
-                            isSubmitting={isSubmitting}
-                            onUngroup={handleUngroup}
-                            rowProps={sharedRowProps}
-                          />
-                        )}
-                      </Draggable>
-                    );
-                  })}
-
-                  {provided.placeholder}
-                </div>
-              )}
-            </Droppable>
-          </DragDropContext>
-
-          {ccRecipients.length > 0 && (
-            <div className="my-1 rounded-lg border px-3 py-1.5">
-              <Badge variant="neutral" size="small">
-                <Trans>Receives Copy</Trans>
-              </Badge>
-
-              {ccRecipients.map((signer) => (
-                <div key={signer.formId} className="my-1">
-                  <RecipientRow
-                    signerIndex={flatIndexByFormId.get(signer.formId) ?? -1}
-                    signer={signer}
-                    isSequential={true}
-                    isInputDisabled={false}
-                    canBeModified={canSignerBeModified(signer)}
-                    isRemoveDisabled={isRemoveDisabled}
-                    dragHandleProps={null}
-                    {...sharedRowProps}
-                  />
-                </div>
-              ))}
-            </div>
-          )}
-        </>
-      )}
-    </div>
-  );
-};

apps/remix/app/components/general/envelope-signing/envelope-signing-complete-dialog.tsx

@@ -42,7 +42,11 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   const { onDocumentCompleted, onDocumentError } = useEmbedSigningContext() || {};
 
-  const { mutateAsync: completeDocument, isPending } = trpc.recipient.completeDocumentWithToken.useMutation();
+  const {
+    mutateAsync: completeDocument,
+    isPending,
+    isSuccess,
+  } = trpc.recipient.completeDocumentWithToken.useMutation();
 
   const { mutateAsync: createDocumentFromDirectTemplate } =
     trpc.template.createDocumentFromDirectTemplate.useMutation();
@@ -106,11 +110,21 @@ export const EnvelopeSignerCompleteDialog = () => {
         return;
       }
 
-      analytics.capture('App: Recipient has completed signing', {
+      // The document was already completed by an earlier request (retry,
-        signerId: recipient.id,
+      // stale tab or concurrent submission). Let the user know this click
-        documentId: envelope.id,
+      // didn't complete the document, then continue to the completed page.
-        timestamp: new Date().toISOString(),
+      if (result.status === 'ALREADY_SIGNED') {
-      });
+        toast({
+          title: t`Document already signed`,
+          description: t`This document was already signed and no further action was taken.`,
+        });
+      } else {
+        analytics.capture('App: Recipient has completed signing', {
+          signerId: recipient.id,
+          documentId: envelope.id,
+          timestamp: new Date().toISOString(),
+        });
+      }
 
       if (onDocumentCompleted) {
         onDocumentCompleted({
@@ -134,15 +148,11 @@ export const EnvelopeSignerCompleteDialog = () => {
       const error = AppError.parseError(err);
 
       if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
-        toast({
-          title: t`Something went wrong`,
-          description: t`We were unable to submit this document at this time. Please try again later.`,
-          variant: 'destructive',
-        });
-
         onDocumentError?.();
       }
 
+      // Rethrow so DocumentSigningCompleteDialog can handle 2FA retries and
+      // toast a specific completion error message.
       throw err;
     }
   };
@@ -210,14 +220,11 @@ export const EnvelopeSignerCompleteDialog = () => {
       }
     } catch (err) {
       console.log('err', err);
-      toast({
-        title: t`Something went wrong`,
-        description: t`We were unable to submit this document at this time. Please try again later.`,
-        variant: 'destructive',
-      });
 
       onDocumentError?.();
 
+      // Rethrow so DocumentSigningCompleteDialog can toast a specific
+      // completion error message.
       throw err;
     }
   };
@@ -246,7 +253,7 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   return (
     <DocumentSigningCompleteDialog
-      isSubmitting={isPending}
+      isSubmitting={isPending || isSuccess}
       recipientPayload={recipientPayload}
       onSignatureComplete={isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick}
       documentTitle={envelope.title}

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

@@ -1,104 +0,0 @@
-import { authClient } from '@documenso/auth/client';
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { isAdmin } from '@documenso/lib/utils/is-admin';
-import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import { LanguageSwitcherDialog } from '@documenso/ui/components/common/language-switcher-dialog';
-import { cn } from '@documenso/ui/lib/utils';
-import { AvatarWithText } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuSeparator,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { ChevronsUpDown, Plus } from 'lucide-react';
-import { useState } from 'react';
-import { Link } from 'react-router';
-
-export const MenuSwitcher = () => {
-  const { _ } = useLingui();
-
-  const { user } = useSession();
-
-  const [languageSwitcherOpen, setLanguageSwitcherOpen] = useState(false);
-
-  const isUserAdmin = isAdmin(user);
-
-  const formatAvatarFallback = (name?: string) => {
-    if (name !== undefined) {
-      return name.slice(0, 1).toUpperCase();
-    }
-
-    return user.name ? extractInitials(user.name) : user.email.slice(0, 1).toUpperCase();
-  };
-
-  return (
-    <DropdownMenu>
-      <DropdownMenuTrigger asChild>
-        <Button
-          data-testid="menu-switcher"
-          variant="none"
-          className="relative flex h-12 flex-row items-center px-0 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent md:px-2"
-        >
-          <AvatarWithText
-            avatarSrc={formatAvatarUrl(user.avatarImageId)}
-            avatarFallback={formatAvatarFallback(user.name || user.email)}
-            primaryText={user.name}
-            secondaryText={_(msg`Personal Account`)}
-            rightSideComponent={<ChevronsUpDown className="ml-auto h-4 w-4 text-muted-foreground" />}
-            textSectionClassName="hidden lg:flex"
-          />
-        </Button>
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className={cn('z-[60] ml-6 w-full min-w-[12rem] md:ml-0')} align="end" forceMount>
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/settings/organisations?action=add-organisation" className="flex items-center justify-between">
-            <Trans>Create Organisation</Trans>
-            <Plus className="ml-2 h-4 w-4" />
-          </Link>
-        </DropdownMenuItem>
-        <DropdownMenuSeparator />
-
-        {isUserAdmin && (
-          <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-            <Link to="/admin">
-              <Trans>Admin panel</Trans>
-            </Link>
-          </DropdownMenuItem>
-        )}
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/inbox">
-            <Trans>Personal Inbox</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-          <Link to="/settings/profile">
-            <Trans>User settings</Trans>
-          </Link>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem className="px-4 py-2 text-muted-foreground" onClick={() => setLanguageSwitcherOpen(true)}>
-          <Trans>Language</Trans>
-        </DropdownMenuItem>
-
-        <DropdownMenuItem
-          className="hover:!text-destructive px-4 py-2 text-destructive/90"
-          onSelect={async () => authClient.signOut()}
-        >
-          <Trans>Sign Out</Trans>
-        </DropdownMenuItem>
-      </DropdownMenuContent>
-
-      <LanguageSwitcherDialog open={languageSwitcherOpen} setOpen={setLanguageSwitcherOpen} />
-    </DropdownMenu>
-  );
-};

apps/remix/app/components/general/metric-card.tsx

@@ -29,7 +29,7 @@ export const CardMetric = ({ icon: Icon, title, value, className, children }: Ca
         </div>
 
         {children || (
-          <p className="mt-auto font-semibold text-4xl text-foreground leading-8">
+          <p className="mt-auto font-semibold text-4xl text-foreground tabular-nums leading-8">
             {typeof value === 'number' ? value.toLocaleString('en-US') : value}
           </p>
         )}

apps/remix/app/components/general/org-menu-switcher.tsx

@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
@@ -55,6 +56,12 @@ export const OrgMenuSwitcher = () => {
   const currentOrganisation = useOptionalCurrentOrganisation();
   const currentTeam = useOptionalCurrentTeam();
 
+  const canAccessOrganisationSettings =
+    currentOrganisation &&
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole);
+
+  const canAccessTeamSettings = currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole);
+
   // Use hovered org for teams display if available,
   // otherwise use current team's org if in a team,
   // finally fallback to selected org
@@ -161,7 +168,7 @@ export const OrgMenuSwitcher = () => {
                   {canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) && (
                     <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                       <Link
-                        to={`/o/${org.url}/settings`}
+                        to={`/o/${org.url}/settings/general`}
                         className="mr-2 rounded-sm border p-1 text-muted-foreground transition-opacity duration-200 group-hover:opacity-100 md:opacity-0"
                       >
                         <Settings2Icon className="h-3.5 w-3.5" />
@@ -214,7 +221,7 @@ export const OrgMenuSwitcher = () => {
                       {canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole) && (
                         <div className="absolute top-0 right-0 bottom-0 flex items-center justify-center">
                           <Link
-                            to={`/t/${team.url}/settings`}
+                            to={`/t/${team.url}/settings/general`}
                             className="mr-2 rounded-sm border p-1 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100"
                           >
                             <Settings2Icon className="h-3.5 w-3.5" />
@@ -258,26 +265,23 @@ export const OrgMenuSwitcher = () => {
                 </DropdownMenuItem>
               )}
 
-              {currentOrganisation &&
-                canExecuteOrganisationAction('MANAGE_ORGANISATION', currentOrganisation.currentOrganisationRole) && (
-                  <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                    <Link to={`/o/${currentOrganisation.url}/settings`}>
-                      <Trans>Organisation settings</Trans>
-                    </Link>
-                  </DropdownMenuItem>
-                )}
-
-              {currentTeam && canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole) && (
-                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
-                  <Link to={`/t/${currentTeam.url}/settings`}>
-                    <Trans>Team settings</Trans>
-                  </Link>
-                </DropdownMenuItem>
-              )}
-
               <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
                 <Link to="/inbox">
-                  <Trans>Personal Inbox</Trans>
+                  <Trans>Inbox</Trans>
+                </Link>
+              </DropdownMenuItem>
+
+              <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                <Link
+                  to={
+                    canAccessOrganisationSettings
+                      ? `/o/${currentOrganisation?.url}/settings/general`
+                      : canAccessTeamSettings
+                        ? `/t/${currentTeam?.url}/settings/general`
+                        : '/settings/profile'
+                  }
+                >
+                  <Trans>Settings</Trans>
                 </Link>
               </DropdownMenuItem>
 
@@ -287,6 +291,14 @@ export const OrgMenuSwitcher = () => {
                 </Link>
               </DropdownMenuItem>
 
+              {IS_BILLING_ENABLED() && (
+                <DropdownMenuItem className="px-4 py-2 text-muted-foreground" asChild>
+                  <Link to="/settings/billing">
+                    <Trans>Billing</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
               <DropdownMenuItem
                 className="px-4 py-2 text-muted-foreground"
                 onClick={() => setLanguageSwitcherOpen(true)}

apps/remix/app/components/general/organisations/organisation-billing-portal-button.tsx

@@ -1,6 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -13,8 +12,6 @@ export type OrganisationBillingPortalButtonProps = {
 };
 
 export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBillingPortalButtonProps) => {
-  const { organisations } = useSession();
-
   const organisation = useCurrentOrganisation();
 
   const { _ } = useLingui();
@@ -28,11 +25,10 @@ export const OrganisationBillingPortalButton = ({ buttonProps }: OrganisationBil
     try {
       const { redirectUrl } = await manageSubscription({
         organisationId: organisation.id,
-        isPersonalLayoutMode: isPersonalLayout(organisations),
       });
 
       window.open(redirectUrl, '_blank');
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: _(msg`Something went wrong`),
         description: _(

apps/remix/app/components/general/pdf-viewer/pdf-viewer.tsx

@@ -215,7 +215,7 @@ export default function PDFViewer({
 
 type VirtualizedPageListProps = {
   scrollParentRef: ScrollTarget;
-  constraintRef: React.RefObject<HTMLDivElement>;
+  constraintRef: React.RefObject<HTMLDivElement | null>;
   pages: PageMeta[];
   numPages: number;
   pdf: pdfjsLib.PDFDocumentProxy;

apps/remix/app/components/general/settings-header.tsx

@@ -12,17 +12,19 @@ export type SettingsHeaderProps = {
 export const SettingsHeader = ({ children, title, subtitle, className, hideDivider }: SettingsHeaderProps) => {
   return (
     <>
-      <div className={cn('flex flex-row items-center justify-between', className)}>
+      <div className={cn('mb-4 flex flex-row items-center justify-between', className)}>
-        <div>
+        <div className="min-w-0">
-          <h3 className="font-medium text-lg">{title}</h3>
+          <h2 className="font-bold text-xl leading-tight [text-wrap:balance]">{title}</h2>
 
-          <p className="text-muted-foreground text-sm md:mt-2">{subtitle}</p>
+          <p className="mt-1 max-w-[65ch] text-muted-foreground text-sm leading-normal [overflow-wrap:break-word] [text-wrap:pretty] md:mt-2">
+            {subtitle}
+          </p>
         </div>
 
         {children}
       </div>
 
-      {!hideDivider && <hr className="my-4" />}
+      {!hideDivider && <hr className="mb-4" />}
     </>
   );
 };

apps/remix/app/components/general/settings-nav-desktop.tsx

@@ -1,137 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import { BracesIcon, CreditCardIcon, Globe2Icon, Lock, Settings2Icon, User, Users, WebhookIcon } from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsDesktopNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsDesktopNav = ({ className, ...props }: SettingsDesktopNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-col gap-y-2', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>Profile</Trans>
-        </Button>
-      </Link>
-
-      {isPersonalLayoutMode && (
-        <>
-          <Link to="/settings/document">
-            <Button variant="ghost" className={cn('w-full justify-start')}>
-              <Settings2Icon className="mr-2 h-5 w-5" />
-              <Trans>Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/document">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
-            >
-              <Trans>Document</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/branding">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
-            >
-              <Trans>Branding</Trans>
-            </Button>
-          </Link>
-
-          <Link className="w-full pl-8" to="/settings/email">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
-            >
-              <Trans>Email</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/public-profile">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
-            >
-              <Globe2Icon className="mr-2 h-5 w-5" />
-              <Trans>Public Profile</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/tokens">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
-            >
-              <BracesIcon className="mr-2 h-5 w-5" />
-              <Trans>API Tokens</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/webhooks">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
-            >
-              <WebhookIcon className="mr-2 h-5 w-5" />
-              <Trans>Webhooks</Trans>
-            </Button>
-          </Link>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
-          <Button
-            variant="ghost"
-            className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
-          >
-            <CreditCardIcon className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-
-      <Link to="/settings/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};

apps/remix/app/components/general/settings-nav-mobile.tsx

@@ -1,144 +0,0 @@
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import {
-  BracesIcon,
-  CreditCardIcon,
-  Globe2Icon,
-  Lock,
-  MailIcon,
-  PaletteIcon,
-  Settings2Icon,
-  User,
-  Users,
-  WebhookIcon,
-} from 'lucide-react';
-import type { HTMLAttributes } from 'react';
-import { Link, useLocation } from 'react-router';
-
-export type SettingsMobileNavProps = HTMLAttributes<HTMLDivElement>;
-
-export const SettingsMobileNav = ({ className, ...props }: SettingsMobileNavProps) => {
-  const { pathname } = useLocation();
-
-  const { organisations } = useSession();
-
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
-  const hasManageableBillingOrgs = organisations.some((org) =>
-    canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
-  );
-
-  return (
-    <div className={cn('flex flex-wrap items-center justify-start gap-x-2 gap-y-4', className)} {...props}>
-      <Link to="/settings/profile">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/profile') && 'bg-secondary')}
-        >
-          <User className="mr-2 h-5 w-5" />
-          <Trans>Profile</Trans>
-        </Button>
-      </Link>
-
-      {isPersonalLayoutMode && (
-        <>
-          <Link to="/settings/document">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/document') && 'bg-secondary')}
-            >
-              <Settings2Icon className="mr-2 h-5 w-5" />
-              <Trans>Document Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/branding">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/branding') && 'bg-secondary')}
-            >
-              <PaletteIcon className="mr-2 h-5 w-5" />
-              <Trans>Branding Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/email">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/email') && 'bg-secondary')}
-            >
-              <MailIcon className="mr-2 h-5 w-5" />
-              <Trans>Email Preferences</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/public-profile">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/public-profile') && 'bg-secondary')}
-            >
-              <Globe2Icon className="mr-2 h-5 w-5" />
-              <Trans>Public Profile</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/tokens">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/tokens') && 'bg-secondary')}
-            >
-              <BracesIcon className="mr-2 h-5 w-5" />
-              <Trans>API Tokens</Trans>
-            </Button>
-          </Link>
-
-          <Link to="/settings/webhooks">
-            <Button
-              variant="ghost"
-              className={cn('w-full justify-start', pathname?.startsWith('/settings/webhooks') && 'bg-secondary')}
-            >
-              <WebhookIcon className="mr-2 h-5 w-5" />
-              <Trans>Webhooks</Trans>
-            </Button>
-          </Link>
-        </>
-      )}
-
-      <Link to="/settings/organisations">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/organisations') && 'bg-secondary')}
-        >
-          <Users className="mr-2 h-5 w-5" />
-          <Trans>Organisations</Trans>
-        </Button>
-      </Link>
-
-      {IS_BILLING_ENABLED() && hasManageableBillingOrgs && (
-        <Link to={isPersonalLayoutMode ? '/settings/billing-personal' : `/settings/billing`}>
-          <Button
-            variant="ghost"
-            className={cn('w-full justify-start', pathname?.startsWith('/settings/billing') && 'bg-secondary')}
-          >
-            <CreditCardIcon className="mr-2 h-5 w-5" />
-            <Trans>Billing</Trans>
-          </Button>
-        </Link>
-      )}
-
-      <Link to="/settings/security">
-        <Button
-          variant="ghost"
-          className={cn('w-full justify-start', pathname?.startsWith('/settings/security') && 'bg-secondary')}
-        >
-          <Lock className="mr-2 h-5 w-5" />
-          <Trans>Security</Trans>
-        </Button>
-      </Link>
-    </div>
-  );
-};

apps/remix/app/components/general/settings-org-switcher.tsx

@@ -0,0 +1,200 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { type INTERNAL_CLAIM_ID, internalClaims } from '@documenso/lib/types/subscription';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsOrgSwitcherProps = {
+  currentOrgUrl: string;
+};
+
+export const SettingsOrgSwitcher = ({ currentOrgUrl }: SettingsOrgSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const manageableOrgs = useMemo(
+    () =>
+      organisations.filter(
+        (org) =>
+          canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+          org.teams.some((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)),
+      ),
+    [organisations],
+  );
+
+  const currentOrg = manageableOrgs.find((org) => org.url === currentOrgUrl);
+
+  const hasManageableBillingOrgs = useMemo(
+    () => organisations.some((org) => canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole)),
+    [organisations],
+  );
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableOrgs;
+    }
+
+    return manageableOrgs.filter((org) => org.name.toLowerCase().includes(q));
+  }, [manageableOrgs, query]);
+
+  const isBillingEnabled = IS_BILLING_ENABLED();
+
+  const handleSelect = (orgUrl: string) => {
+    const destinationOrg = manageableOrgs.find((org) => org.url === orgUrl);
+
+    if (!destinationOrg) {
+      return;
+    }
+
+    const manageableTeam = destinationOrg.teams.find((team) =>
+      canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole),
+    );
+
+    const destinationGroups = getSettingsNavGroups({
+      organisation: {
+        url: destinationOrg.url,
+        currentOrganisationRole: destinationOrg.currentOrganisationRole,
+        organisationClaim: destinationOrg.organisationClaim,
+      },
+      team: manageableTeam ? { url: manageableTeam.url, currentTeamRole: manageableTeam.currentTeamRole } : null,
+      hasManageableBillingOrgs,
+    });
+
+    // The list also contains organisations the user can only reach through a team they
+    // manage — for those `getSettingsNavGroups` returns no organisation group, so we land
+    // them in the team group instead of on an organisation page they aren't authorised for.
+    const destinationGroup = destinationGroups.organisation ?? destinationGroups.team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg) {
+    return null;
+  }
+
+  // Resolve an organisation's plan label. Unknown or custom claims (including
+  // self-hosted custom claim IDs) fall back to "Custom Plan".
+  const getPlanName = (organisationClaimId: string | null) => {
+    const planClaim =
+      organisationClaimId && organisationClaimId in internalClaims
+        ? internalClaims[organisationClaimId as INTERNAL_CLAIM_ID]
+        : undefined;
+
+    return planClaim ? t`${planClaim.name} Plan` : t`Custom Plan`;
+  };
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-org-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentOrg.avatarImageId)}
+            avatarFallback={currentOrg.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentOrg.name}</span>}
+            secondaryText={
+              isBillingEnabled ? getPlanName(currentOrg.organisationClaim.originalSubscriptionClaimId) : undefined
+            }
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-org-switcher-content"
+      >
+        {manageableOrgs.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search organisations…`}
+                className="h-8 pl-7"
+                data-testid="settings-org-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((org) => {
+            const isCurrent = org.url === currentOrgUrl;
+            return (
+              <li key={org.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(org.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-org-switcher-item-${org.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(org.avatarImageId)}
+                    avatarFallback={org.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{org.name}</span>}
+                    secondaryText={
+                      isBillingEnabled ? getPlanName(org.organisationClaim.originalSubscriptionClaimId) : undefined
+                    }
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-org-switcher-create">
+            <a href="/settings/organisations?action=add-organisation">
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create organisation</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

apps/remix/app/components/general/settings-scope-breadcrumb.tsx

@@ -0,0 +1,58 @@
+import { cn } from '@documenso/ui/lib/utils';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Trans } from '@lingui/react/macro';
+import { Building2Icon, ChevronRightIcon, UserIcon, Users2Icon } from 'lucide-react';
+
+export type SettingsScopeBreadcrumbProps = {
+  scope: 'organisation' | 'team' | 'account';
+  scopeName: string;
+  crumbs: string[];
+};
+
+export const SettingsScopeBreadcrumb = ({ scope, scopeName, crumbs }: SettingsScopeBreadcrumbProps) => {
+  return (
+    <nav
+      aria-label="settings-scope-breadcrumb"
+      className="mb-4 flex flex-wrap items-center gap-2 text-muted-foreground text-sm"
+      data-testid="settings-scope-breadcrumb"
+    >
+      <span>{scopeName}</span>
+
+      {crumbs.map((crumb, idx) => {
+        const isLeaf = idx === crumbs.length - 1;
+
+        return (
+          <span key={`${crumb}-${idx}`} className="flex items-center gap-2">
+            <ChevronRightIcon className="h-3.5 w-3.5 opacity-50" />
+            <span className={cn(isLeaf && 'font-semibold text-foreground')}>{crumb}</span>
+          </span>
+        );
+      })}
+      <Badge
+        variant={scope === 'organisation' ? 'default' : scope === 'team' ? 'secondary' : 'neutral'}
+        role="presentation"
+        className="ml-auto gap-1.5"
+        data-testid="settings-scope-breadcrumb-chip"
+      >
+        {scope === 'organisation' && (
+          <>
+            <Building2Icon className="h-3.5 w-3.5" />
+            <Trans>Organisation Settings</Trans>
+          </>
+        )}
+        {scope === 'team' && (
+          <>
+            <Users2Icon className="h-3.5 w-3.5" />
+            <Trans>Team Settings</Trans>
+          </>
+        )}
+        {scope === 'account' && (
+          <>
+            <UserIcon className="h-3.5 w-3.5" />
+            <Trans>Account Settings</Trans>
+          </>
+        )}
+      </Badge>
+    </nav>
+  );
+};

apps/remix/app/components/general/settings-team-switcher.tsx

@@ -0,0 +1,166 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { EXTENDED_TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { getSettingsNavGroups } from '@documenso/lib/utils/settings-nav';
+import { computeSwitcherContinuityPath } from '@documenso/lib/utils/settings-switcher';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { cn } from '@documenso/ui/lib/utils';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { ChevronsUpDownIcon, PlusIcon, SearchIcon } from 'lucide-react';
+import { useMemo, useState } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+const SEARCH_THRESHOLD = 5;
+
+export type SettingsTeamSwitcherProps = {
+  currentOrgUrl: string;
+  currentTeamUrl: string | null;
+};
+
+export const SettingsTeamSwitcher = ({ currentOrgUrl, currentTeamUrl }: SettingsTeamSwitcherProps) => {
+  const { t } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const navigate = useNavigate();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [query, setQuery] = useState('');
+
+  const currentOrg = organisations.find((org) => org.url === currentOrgUrl);
+
+  const manageableTeams = useMemo(
+    () =>
+      currentOrg ? currentOrg.teams.filter((team) => canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)) : [],
+    [currentOrg],
+  );
+
+  const currentTeam = manageableTeams.find((team) => team.url === currentTeamUrl) ?? manageableTeams[0];
+
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+
+    if (!q) {
+      return manageableTeams;
+    }
+
+    return manageableTeams.filter((team) => team.name.toLowerCase().includes(q));
+  }, [manageableTeams, query]);
+
+  const handleSelect = (teamUrl: string) => {
+    const destinationTeam = manageableTeams.find((team) => team.url === teamUrl);
+
+    if (!currentOrg || !destinationTeam) {
+      return;
+    }
+
+    const destinationGroup = getSettingsNavGroups({
+      organisation: {
+        url: currentOrg.url,
+        currentOrganisationRole: currentOrg.currentOrganisationRole,
+        organisationClaim: currentOrg.organisationClaim,
+      },
+      team: { url: destinationTeam.url, currentTeamRole: destinationTeam.currentTeamRole },
+      hasManageableBillingOrgs: false,
+    }).team;
+
+    if (!destinationGroup) {
+      return;
+    }
+
+    setIsOpen(false);
+
+    void navigate(
+      computeSwitcherContinuityPath({
+        currentPath: pathname,
+        destinationPaths: destinationGroup.items.map((item) => item.path),
+        fallbackPath: destinationGroup.items[0].path,
+      }),
+    );
+  };
+
+  if (!currentOrg || !currentTeam) {
+    return null;
+  }
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button
+          variant="ghost"
+          data-testid="settings-team-switcher-trigger"
+          className="flex h-auto w-full items-center justify-start gap-2 rounded-lg border bg-background px-1.5 py-1 hover:bg-muted"
+        >
+          <AvatarWithText
+            className="max-w-none"
+            avatarClass="h-8 w-8"
+            avatarSrc={formatAvatarUrl(currentTeam.avatarImageId)}
+            avatarFallback={currentTeam.name.slice(0, 1).toUpperCase()}
+            primaryText={<span className="font-semibold text-muted-foreground">{currentTeam.name}</span>}
+            rightSideComponent={<ChevronsUpDownIcon className="ml-auto h-4 w-4 shrink-0 text-muted-foreground" />}
+          />
+        </Button>
+      </PopoverTrigger>
+      <PopoverContent
+        align="start"
+        className="w-[var(--radix-popover-trigger-width)] p-0"
+        data-testid="settings-team-switcher-content"
+      >
+        {manageableTeams.length >= SEARCH_THRESHOLD && (
+          <div className="border-b p-2">
+            <div className="relative">
+              <SearchIcon className="absolute top-1/2 left-2 h-4 w-4 -translate-y-1/2 text-muted-foreground" />
+              <Input
+                value={query}
+                onChange={(e) => setQuery(e.target.value)}
+                placeholder={t`Search teams…`}
+                className="h-8 pl-7"
+                data-testid="settings-team-switcher-search"
+              />
+            </div>
+          </div>
+        )}
+
+        <ul className="max-h-72 space-y-1 overflow-auto p-1">
+          {filtered.map((team) => {
+            const isCurrent = team.url === currentTeam.url;
+            return (
+              <li key={team.id}>
+                <button
+                  type="button"
+                  onClick={() => handleSelect(team.url)}
+                  className={cn(
+                    'flex w-full items-center rounded-md px-2 py-2 text-left hover:bg-muted',
+                    isCurrent && 'bg-muted',
+                  )}
+                  data-testid={`settings-team-switcher-item-${team.url}`}
+                >
+                  <AvatarWithText
+                    avatarClass="h-8 w-8"
+                    avatarSrc={formatAvatarUrl(team.avatarImageId)}
+                    avatarFallback={team.name.slice(0, 1).toUpperCase()}
+                    primaryText={<span className={cn(isCurrent && 'font-semibold')}>{team.name}</span>}
+                    secondaryText={t(EXTENDED_TEAM_MEMBER_ROLE_MAP[team.currentTeamRole])}
+                  />
+                </button>
+              </li>
+            );
+          })}
+        </ul>
+
+        <div className="border-t p-1">
+          <Button variant="ghost" asChild className="w-full justify-start" data-testid="settings-team-switcher-create">
+            <a href={`/o/${currentOrg.url}/settings/teams?action=add-team`}>
+              <PlusIcon className="mr-2 h-4 w-4" />
+              <Trans>Create team</Trans>
+            </a>
+          </Button>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

apps/remix/app/components/general/settings-upsell/branding-upsell.tsx

@@ -0,0 +1,195 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { Trans } from '@lingui/react/macro';
+import { motion, useReducedMotion } from 'framer-motion';
+
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+const DEMO_BRANDS = [
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#A2E771',
+    ink: '#162C07',
+    tint: '#F2FBEA',
+    sheen: 'rgba(162, 231, 113, 0.32)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#387BC7',
+    ink: '#ffffff',
+    tint: '#EDF3FA',
+    sheen: 'rgba(56, 123, 199, 0.28)',
+  },
+  {
+    name: 'Documenso',
+    letter: 'D',
+    domain: 'noreply@app.documenso.com',
+    accent: '#9747F5',
+    ink: '#ffffff',
+    tint: '#F4EDFE',
+    sheen: 'rgba(151, 71, 245, 0.26)',
+  },
+];
+
+/**
+ * Milliseconds each brand is shown before cycling to the next.
+ */
+const BRAND_CYCLE_INTERVAL_MS = 2400;
+
+export const BrandingUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+  const brandIndex = useTimedCycle(DEMO_BRANDS.map(() => BRAND_CYCLE_INTERVAL_MS));
+
+  const isStatic = isReducedMotion ?? false;
+
+  const brand = DEMO_BRANDS[brandIndex];
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Teams</Trans>}
+      title={<Trans>Unlock Branding Preferences</Trans>}
+      description={
+        <Trans>Put your own brand on every document you send. Branding is available on the Teams plan and above.</Trans>
+      }
+      features={[
+        <Trans key="logo">Your logo on signing pages and emails</Trans>,
+        <Trans key="details">Company details and website in email footers</Trans>,
+        <Trans key="teams">Separate branding per team</Trans>,
+      ]}
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="flex h-8 items-center justify-between px-1">
+            <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+              <Trans>Brand accent</Trans>
+            </span>
+
+            <div className="flex shrink-0 items-center gap-2">
+              {DEMO_BRANDS.map((dotBrand, index) => (
+                <motion.div
+                  key={index}
+                  initial={isStatic ? false : undefined}
+                  animate={{
+                    scale: index === brandIndex ? 1.25 : 1,
+                    opacity: index === brandIndex ? 1 : 0.42,
+                    boxShadow:
+                      index === brandIndex ? '0 0 0 3px rgba(15, 23, 42, 0.08)' : '0 0 0 0 rgba(15, 23, 42, 0)',
+                  }}
+                  transition={SPRING}
+                  className="h-[13px] w-[13px] rounded-full"
+                  style={{ backgroundColor: dotBrand.accent }}
+                />
+              ))}
+            </div>
+          </div>
+
+          <div className="relative mt-3 flex flex-col overflow-hidden rounded-lg border bg-background shadow-sm">
+            <motion.div
+              initial={isStatic ? false : undefined}
+              animate={{ backgroundColor: brand.tint }}
+              transition={{ duration: 0.45, ease: EASE }}
+              className="flex items-center gap-2.5 border-b px-4 py-3"
+            >
+              {/* The sender identity never changes — only the tile colours tween per brand. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="flex h-8 w-8 shrink-0 items-center justify-center rounded-lg font-semibold text-sm"
+              >
+                {brand.letter}
+              </motion.div>
+
+              {/*
+               * Hardcoded inks (not theme tokens): this row sits on the
+               * hardcoded light `tint` band, so it pairs with hardcoded ink
+               * colours the same way the email sibling pairs its hardcoded
+               * avatar surfaces (hardcoded surface => hardcoded ink).
+               */}
+              <div className="min-w-0">
+                <div className="font-medium text-[#0f172a] text-sm">
+                  <p className="truncate">{brand.name}</p>
+                </div>
+
+                <div className="font-mono text-[#64748b] text-xs">
+                  <p className="truncate">{brand.domain}</p>
+                </div>
+              </div>
+            </motion.div>
+
+            <div className="px-4 py-3.5">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+
+              {/* Same replay split as the logo tile: colours tween on the persistent button, the pop replays per brand on the remounting label. */}
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent, color: brand.ink }}
+                transition={{ backgroundColor: { duration: 0.4 }, color: { duration: 0.4 } }}
+                className="mt-3 inline-block rounded-md px-3 py-1.5 font-medium text-xs"
+              >
+                <motion.span
+                  key={brandIndex}
+                  initial={isStatic ? false : { scale: 0.96 }}
+                  animate={{ scale: 1 }}
+                  transition={{ ...POP, delay: 0.06 }}
+                  className="inline-block"
+                >
+                  <Trans>Sign</Trans>
+                </motion.span>
+              </motion.div>
+            </div>
+
+            <div className="mt-auto flex items-center gap-2.5 border-t bg-muted px-4 py-2.5">
+              <span className="font-mono text-[10px] text-muted-foreground uppercase tracking-widest">
+                <Trans>Company details</Trans>
+              </span>
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[54px] rounded-full"
+                style={{ opacity: 0.45 }}
+              />
+
+              <motion.div
+                initial={isStatic ? false : undefined}
+                animate={{ backgroundColor: brand.accent }}
+                transition={{ duration: 0.4 }}
+                className="h-1.5 w-[34px] rounded-full"
+                style={{ opacity: 0.22 }}
+              />
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep per brand. No opacity envelope —
+             * keyframe arrays are unreliable on strict-mode remounts; both
+             * endpoints sit outside the overflow-hidden card, so the clip
+             * provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${brandIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.15, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: `linear-gradient(105deg, transparent, ${brand.sheen}, transparent)` }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};

apps/remix/app/components/general/settings-upsell/email-domains-upsell.tsx

@@ -0,0 +1,213 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { cn } from '@documenso/ui/lib/utils';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { BadgeCheckIcon, MailIcon } from 'lucide-react';
+import { BrandingLogoIcon } from '../branding-logo-icon';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+/**
+ * Named sender identities cycled through while the preview is in its branded
+ * state — one per branded cycle step, shown as the sender name and address.
+ */
+const BRANDED_SENDERS = [
+  { name: 'Support', email: 'support@example.com' },
+  { name: 'Team', email: 'hello@example.com' },
+  { name: 'Sales', email: 'sales@example.com' },
+  { name: 'Example', email: 'noreply@example.com' },
+];
+
+/**
+ * How long the initial unbranded (Documenso default) state is shown before
+ * the first flip starts. Shown exactly once — the cycle never returns to it.
+ */
+const INITIAL_STATE_DURATION_MS = 2500;
+
+/**
+ * How long each branded sender identity is shown before cycling to the next,
+ * giving the viewer time to read the changed address.
+ */
+const BRANDED_STATE_DURATION_MS = 5000;
+
+/**
+ * One duration per cycle step: the unbranded state first, then one step per
+ * named sender identity, derived from the identity count so the two cannot
+ * drift.
+ */
+const EMAIL_CYCLE_DURATIONS_MS = [INITIAL_STATE_DURATION_MS, ...BRANDED_SENDERS.map(() => BRANDED_STATE_DURATION_MS)];
+
+export const EmailDomainsUpsell = () => {
+  const organisation = useCurrentOrganisation();
+
+  const isReducedMotion = useReducedMotion();
+
+  // Loop from index 1: the unbranded Documenso intro plays exactly once,
+  // then the cycle rotates through the branded senders only.
+  const cycleIndex = useTimedCycle(EMAIL_CYCLE_DURATIONS_MS, 1);
+
+  const isBranded = cycleIndex > 0;
+  const brandedSender = BRANDED_SENDERS[cycleIndex - 1] ?? BRANDED_SENDERS[0];
+
+  const isStatic = isReducedMotion ?? false;
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock Email Domains</Trans>}
+      description={
+        <Trans>Send documents from your own domain. Email domains are available on the Enterprise plan.</Trans>
+      }
+      features={[
+        <Trans key="journey">Send emails to recipients from your domain</Trans>,
+        <Trans key="dns">Easy DNS setup with auto-generated DKIM and SPF records</Trans>,
+        <Trans key="senders">Named senders with defaults per team, template or document</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-8">
+            <AnimatePresence mode="wait" initial={false}>
+              <motion.div
+                key={isBranded ? 'chip-on' : 'chip-off'}
+                initial={isStatic ? false : { opacity: 0, y: 8, scale: 0.96 }}
+                animate={{ opacity: 1, y: 0, scale: 1 }}
+                exit={{ opacity: 0, y: -8, scale: 0.96 }}
+                transition={SPRING}
+                className={cn(
+                  'absolute inset-0 flex items-center gap-2 rounded-full border bg-background px-3 font-mono text-xs',
+                  isBranded ? 'border-documenso-300 text-documenso-800' : 'text-muted-foreground',
+                )}
+              >
+                {isBranded ? (
+                  <BadgeCheckIcon className="h-3.5 w-3.5 shrink-0 text-documenso-700" />
+                ) : (
+                  <MailIcon className="h-3.5 w-3.5 shrink-0 text-muted-foreground" />
+                )}
+
+                <span className="truncate">
+                  {isBranded ? <Trans>Sending from your domain</Trans> : <Trans>Sending from app.documenso.com</Trans>}
+                </span>
+              </motion.div>
+            </AnimatePresence>
+          </div>
+
+          <div className="relative mt-4 overflow-hidden rounded-lg border bg-background shadow-sm">
+            <div className="flex items-center gap-2 border-b p-4">
+              <div className="flex h-8 w-8 shrink-0 items-center justify-center rounded-full font-semibold text-sm">
+                <AnimatePresence mode="wait" initial={false}>
+                  <motion.span
+                    key={`logo-${cycleIndex}`}
+                    initial={isStatic ? false : { opacity: 0, y: 6 }}
+                    animate={{ opacity: 1, y: 0 }}
+                    exit={{ opacity: 0, y: -6 }}
+                    transition={{ duration: 0.22 }}
+                  >
+                    {/*
+                     * Remounts with its keyed parent on every cycle step so the
+                     * pop replays each change. Single-value spring (POP
+                     * overshoots past 1) instead of scale keyframes — keyframe
+                     * arrays are unreliable on strict-mode remounts.
+                     */}
+                    <motion.span
+                      initial={isStatic ? false : { scale: 0.8 }}
+                      animate={{ scale: 1 }}
+                      transition={{ scale: POP }}
+                      className="inline-block"
+                    >
+                      {isBranded ? (
+                        <Avatar className="h-8 w-8 border border-solid">
+                          {organisation.avatarImageId && (
+                            <AvatarImage src={formatAvatarUrl(organisation.avatarImageId)} />
+                          )}
+                          <AvatarFallback className="text-sm">{brandedSender.name[0]}</AvatarFallback>
+                        </Avatar>
+                      ) : (
+                        <BrandingLogoIcon className="h-8 w-8" />
+                      )}
+                    </motion.span>
+                  </motion.span>
+                </AnimatePresence>
+              </div>
+
+              <div className="min-w-0">
+                <div className="font-medium text-sm">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.div
+                      key={`name-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="flex min-w-0 items-center gap-1.5"
+                    >
+                      <span className="min-w-0 truncate">{isBranded ? brandedSender.name : 'Documenso'}</span>
+
+                      {/* Inside the keyed row so it exits with the name and pops back in on every cycle step. */}
+                      {isBranded && (
+                        <motion.span
+                          initial={isStatic ? false : { scale: 0, rotate: -40 }}
+                          animate={{ scale: 1, rotate: 0 }}
+                          transition={{ ...POP, delay: 0.12 }}
+                          className="shrink-0"
+                        >
+                          <BadgeCheckIcon className="h-3.5 w-3.5 text-documenso-700" />
+                        </motion.span>
+                      )}
+                    </motion.div>
+                  </AnimatePresence>
+                </div>
+
+                <div className="font-mono text-muted-foreground text-xs">
+                  <AnimatePresence mode="wait" initial={false}>
+                    <motion.p
+                      key={`addr-${cycleIndex}`}
+                      initial={isStatic ? false : { opacity: 0, y: 10 }}
+                      animate={{ opacity: 1, y: 0 }}
+                      exit={{ opacity: 0, y: -10 }}
+                      transition={{ duration: 0.28, ease: EASE }}
+                      className="truncate"
+                    >
+                      {isBranded ? brandedSender.email : 'noreply@app.documenso.com'}
+                    </motion.p>
+                  </AnimatePresence>
+                </div>
+              </div>
+            </div>
+
+            <div className="p-4">
+              <p className="font-medium text-sm">
+                <Trans>Please sign: Example.pdf</Trans>
+              </p>
+
+              <p className="mt-1 text-muted-foreground text-xs">
+                <Trans>{organisation.name} has invited you to sign this document.</Trans>
+              </p>
+            </div>
+
+            {/*
+             * Keyed remount replays the sweep on every cycle step. No opacity
+             * envelope — keyframe arrays are unreliable on strict-mode
+             * remounts; both endpoints sit outside the overflow-hidden card,
+             * so the clip provides the fade in/out instead.
+             */}
+            <motion.div
+              key={`sheen-${cycleIndex}`}
+              initial={isStatic ? false : { x: '-130%' }}
+              animate={{ x: '240%' }}
+              transition={{ duration: 1.2, ease: 'easeOut' }}
+              className="pointer-events-none absolute inset-y-0 left-0 w-[55%]"
+              style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.32), transparent)' }}
+            />
+          </div>
+        </div>
+      }
+    />
+  );
+};

apps/remix/app/components/general/settings-upsell/motion.ts

@@ -0,0 +1,9 @@
+/**
+ * Shared motion vocabulary for the settings upsell previews. Values ported
+ * from the design prototype (`design/SSO Upsell.dc.html`).
+ */
+export const SPRING = { type: 'spring', stiffness: 280, damping: 22 } as const;
+
+export const POP = { type: 'spring', stiffness: 420, damping: 16 } as const;
+
+export const EASE = [0.22, 0.61, 0.36, 1] as const;

apps/remix/app/components/general/settings-upsell/settings-upsell-card.tsx

@@ -0,0 +1,118 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans } from '@lingui/react/macro';
+import { ArrowRightIcon, CheckIcon, LockIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { Link } from 'react-router';
+
+export type SettingsUpsellCardProps = {
+  planLabel: ReactNode;
+  title: ReactNode;
+  description: ReactNode;
+  features: ReactNode[];
+  preview: ReactNode;
+
+  /**
+   * CTA label. Defaults to "Upgrade Plan".
+   */
+  ctaLabel?: ReactNode;
+
+  /**
+   * CTA destination. Defaults to the organisation billing settings page.
+   */
+  ctaTo?: string;
+
+  /**
+   * Render the CTA as an external link (new tab) instead of an internal route.
+   */
+  ctaExternal?: boolean;
+};
+
+/**
+ * Shared split-card layout for claim-gated settings upsells on Documenso
+ * Cloud. The left pane pitches the feature (plan badge, title, description,
+ * feature list, upgrade CTA); the right pane renders a decorative scenario
+ * preview supplied by the caller.
+ *
+ * Callers decide *when* to render this (cloud + missing claim flag).
+ */
+export const SettingsUpsellCard = ({
+  planLabel,
+  title,
+  description,
+  features,
+  preview,
+  ctaLabel,
+  ctaTo,
+  ctaExternal = false,
+}: SettingsUpsellCardProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const canManageBilling = canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole);
+
+  const ctaHref = ctaTo ?? `/o/${organisation.url}/settings/billing`;
+
+  const ctaContent = (
+    <>
+      {ctaLabel ?? <Trans>Upgrade Plan</Trans>}
+      <ArrowRightIcon className="ml-2 h-4 w-4" />
+    </>
+  );
+
+  return (
+    <div className="mt-8 overflow-hidden rounded-xl border-2 ring-4 ring-muted/70 md:grid md:grid-cols-[1.08fr_0.92fr] xl:-mx-8">
+      {/*
+       * `min-w-0` on both grid items: `fr` tracks have an `auto` content
+       * minimum, so long preview content (e.g. a wide mono domain line) would
+       * otherwise widen the right track beyond its 0.92fr share — and
+       * re-balance the whole grid on every preview cycle (layout shift).
+       */}
+      <div className="flex min-w-0 flex-col items-start p-6 md:p-8">
+        <Badge size="small">
+          <LockIcon className="mr-1 h-3 w-3" />
+          <span className="uppercase">{planLabel}</span>
+        </Badge>
+
+        <h3 className="mt-4 font-semibold text-xl">{title}</h3>
+
+        <p className="mt-2 max-w-[40ch] text-muted-foreground text-sm">{description}</p>
+
+        <ul className="mt-6 space-y-3">
+          {features.map((feature, index) => (
+            <li key={index} className="flex items-start gap-2.5 text-sm">
+              <span className="mt-0.5 flex h-5 w-5 shrink-0 items-center justify-center rounded-full bg-documenso-200">
+                <CheckIcon className="h-3 w-3 text-documenso-800" strokeWidth={2.5} />
+              </span>
+              {feature}
+            </li>
+          ))}
+        </ul>
+
+        {canManageBilling ? (
+          <Button className="mt-8" asChild>
+            {ctaExternal ? (
+              <a href={ctaHref} target="_blank" rel="noreferrer">
+                {ctaContent}
+              </a>
+            ) : (
+              <Link to={ctaHref}>{ctaContent}</Link>
+            )}
+          </Button>
+        ) : (
+          <p className="mt-8 text-muted-foreground text-xs">
+            <Trans>Contact your organisation owner to upgrade plans.</Trans>
+          </p>
+        )}
+      </div>
+
+      <div
+        aria-hidden="true"
+        className="flex min-w-0 flex-col justify-center gap-3 border-t bg-muted p-6 md:border-t-0 md:border-l md:p-8"
+      >
+        {preview}
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/settings-upsell/sso-portal-upsell.tsx

@@ -0,0 +1,260 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL } from '@documenso/lib/constants/app';
+import { Trans } from '@lingui/react/macro';
+import { AnimatePresence, motion, useReducedMotion } from 'framer-motion';
+import { FingerprintIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { EASE, POP, SPRING } from './motion';
+import { SettingsUpsellCard } from './settings-upsell-card';
+import { useTimedCycle } from './use-timed-cycle';
+
+export const SsoPortalUpsell = () => {
+  const isReducedMotion = useReducedMotion();
+  const sceneIndex = useTimedCycle(SSO_SCENE_DURATIONS_MS);
+
+  return (
+    <SettingsUpsellCard
+      planLabel={<Trans>Enterprise</Trans>}
+      title={<Trans>Unlock the Organisation SSO Portal</Trans>}
+      description={
+        <Trans>
+          Give your members a dedicated single sign-on portal. The SSO portal is available on the Enterprise plan.
+        </Trans>
+      }
+      features={[
+        <Trans key="oidc">Works with any OIDC provider — Okta, Entra ID, Google and more</Trans>,
+        <Trans key="jit">Accounts are automatically added to your organisation on sign-in</Trans>,
+        <Trans key="control">Restrict sign-ins by email domain and choose the default role</Trans>,
+      ]}
+      ctaLabel={<Trans>Contact Sales</Trans>}
+      ctaTo={DOCUMENSO_CLOUD_ENTERPRISE_CTA_URL}
+      ctaExternal
+      preview={
+        <div className="mx-auto w-full max-w-xs">
+          <div className="relative h-[236px]">
+            <AnimatePresence mode="wait" initial={false}>
+              {sceneIndex === 0 && <PortalScene key="portal" isStatic={isReducedMotion ?? false} />}
+              {sceneIndex === 1 && <RedirectScene key="redirect" />}
+              {sceneIndex === 2 && <SuccessScene key="success" />}
+            </AnimatePresence>
+          </div>
+        </div>
+      }
+    />
+  );
+};
+
+/**
+ * Absolute-positioned panel each scene renders in, handling the shared
+ * slide-and-fade transition between scenes.
+ */
+const ScenePanel = ({ children }: { children: ReactNode }) => {
+  return (
+    <motion.div
+      initial={{ opacity: 0, y: 12, scale: 0.98 }}
+      animate={{ opacity: 1, y: 0, scale: 1 }}
+      exit={{ opacity: 0, y: -12, scale: 0.98 }}
+      transition={{ duration: 0.34, ease: EASE }}
+      className="absolute inset-0 flex flex-col items-center justify-center overflow-hidden rounded-lg border bg-background p-6 text-center shadow-sm"
+    >
+      {children}
+    </motion.div>
+  );
+};
+
+/**
+ * Scene 1: the organisation's SSO portal, with a timed faux press on the
+ * "Continue with SSO" button (cursor flies in, button dips, sheen sweeps).
+ *
+ * When `isStatic` is set (reduced motion) every element renders with
+ * `initial={false}`, skipping entrance and press animations.
+ */
+const PortalScene = ({ isStatic }: { isStatic: boolean }) => {
+  const organisation = useCurrentOrganisation();
+
+  const rise = (delay: number) => ({
+    initial: isStatic ? false : { y: 10, opacity: 0 },
+    animate: { y: 0, opacity: 1 },
+    transition: { ...SPRING, delay },
+  });
+
+  return (
+    <ScenePanel>
+      <motion.div
+        initial={isStatic ? false : { scale: 0.5, opacity: 0 }}
+        animate={{ scale: 1, opacity: 1 }}
+        transition={{ ...POP, delay: 0.04 }}
+      >
+        <div className="flex h-10 w-10 items-center justify-center rounded-md bg-documenso-200 font-semibold text-documenso-900">
+          {([...organisation.name][0] ?? 'D').toUpperCase()}
+        </div>
+      </motion.div>
+
+      <motion.p {...rise(0.12)} className="mt-3.5 font-semibold text-sm">
+        <Trans>Welcome to {organisation.name}</Trans>
+      </motion.p>
+
+      <motion.p {...rise(0.18)} className="mt-1 text-muted-foreground text-xs">
+        <Trans>Single sign-on</Trans>
+      </motion.p>
+
+      <div className="relative mt-4 w-full">
+        <motion.div
+          initial={isStatic ? false : { y: 10, opacity: 0, scale: 1 }}
+          animate={{ y: 0, opacity: 1, scale: [1, 1, 0.955, 1] }}
+          transition={{
+            y: { ...SPRING, delay: 0.24 },
+            opacity: { duration: 0.3, delay: 0.24 },
+            scale: { duration: 2.6, times: [0, 0.63, 0.72, 0.84], ease: 'easeOut' },
+          }}
+          className="relative flex h-[38px] w-full items-center justify-center overflow-hidden rounded-md bg-foreground font-semibold text-background text-sm"
+        >
+          <span>
+            <Trans>Continue with SSO</Trans>
+          </span>
+
+          <motion.div
+            initial={isStatic ? false : { x: '-130%' }}
+            animate={{ x: '150%' }}
+            transition={{ duration: 0.85, delay: 1.75, ease: 'easeOut' }}
+            className="absolute top-0 bottom-0 left-[20%] w-3/5"
+            style={{ background: 'linear-gradient(105deg, transparent, rgba(162, 231, 113, 0.45), transparent)' }}
+          />
+        </motion.div>
+
+        <motion.svg
+          initial={isStatic ? false : { x: 30, y: 30, opacity: 0, scale: 1 }}
+          animate={{
+            x: [30, 30, 0, 0, 0],
+            y: [30, 30, 0, 0, 0],
+            opacity: [0, 1, 1, 1, 0],
+            scale: [1, 1, 1, 0.82, 1],
+          }}
+          transition={{ duration: 2.6, times: [0, 0.3, 0.63, 0.72, 0.94], ease: EASE }}
+          width={17}
+          height={17}
+          viewBox="0 0 24 24"
+          strokeWidth={1.4}
+          strokeLinejoin="round"
+          className="absolute right-[26px] -bottom-2.5 fill-foreground stroke-background"
+        >
+          <path d="M4 2.5 19 12l-6.6 1.4L9.7 19.6z" />
+        </motion.svg>
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 2: redirecting to the identity provider, with a rotating ring around
+ * a fingerprint tile and a filling progress bar.
+ */
+const RedirectScene = () => {
+  return (
+    <ScenePanel>
+      <div className="relative flex h-[46px] w-[46px] items-center justify-center">
+        <motion.div
+          animate={{ rotate: 360 }}
+          transition={{ duration: 0.95, repeat: Number.POSITIVE_INFINITY, ease: 'linear' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderTopColor: '#A2E771' }}
+        />
+
+        <div className="flex h-[34px] w-[34px] items-center justify-center rounded-full bg-muted">
+          <FingerprintIcon className="h-[18px] w-[18px] text-muted-foreground" strokeWidth={1.6} />
+        </div>
+      </div>
+
+      <motion.p
+        initial={{ y: 8, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.08 }}
+        className="mt-3.5 max-w-[22ch] text-sm"
+      >
+        <Trans>Redirecting to your identity provider</Trans>
+      </motion.p>
+
+      <div className="mt-4 h-1 w-[140px] overflow-hidden rounded-full bg-border">
+        <motion.div
+          initial={{ width: '0%' }}
+          animate={{ width: '100%' }}
+          transition={{ duration: 1.35, ease: 'easeInOut' }}
+          className="h-full rounded-full bg-documenso"
+        />
+      </div>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Scene 3: signed in, with an expanding pulse ring, a popping green circle,
+ * a drawn checkmark and the signed-in member's email.
+ */
+const SuccessScene = () => {
+  const { user } = useSession();
+
+  return (
+    <ScenePanel>
+      <div className="relative h-10 w-10">
+        <motion.div
+          initial={{ scale: 0.7, opacity: 0.85 }}
+          animate={{ scale: 2.1, opacity: 0 }}
+          transition={{ duration: 1.1, ease: 'easeOut' }}
+          className="absolute inset-0 rounded-full border-2"
+          style={{ borderColor: '#A2E771' }}
+        />
+
+        <motion.div
+          initial={{ scale: 0.4, opacity: 0 }}
+          animate={{ scale: 1, opacity: 1 }}
+          transition={POP}
+          className="absolute inset-0 flex items-center justify-center rounded-full bg-documenso-200"
+        >
+          <svg
+            width={19}
+            height={19}
+            viewBox="0 0 24 24"
+            fill="none"
+            stroke="currentColor"
+            strokeWidth={2.4}
+            strokeLinecap="round"
+            strokeLinejoin="round"
+            className="text-documenso-900"
+          >
+            <motion.path
+              d="M20 6 9 17l-5-5"
+              initial={{ pathLength: 0 }}
+              animate={{ pathLength: 1 }}
+              transition={{ duration: 0.4, delay: 0.12, ease: 'easeOut' }}
+            />
+          </svg>
+        </motion.div>
+      </div>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.16 }}
+        className="mt-3.5 font-semibold text-sm"
+      >
+        <Trans>Signed in</Trans>
+      </motion.p>
+
+      <motion.p
+        initial={{ y: 10, opacity: 0 }}
+        animate={{ y: 0, opacity: 1 }}
+        transition={{ ...SPRING, delay: 0.24 }}
+        className="mt-1 font-mono text-muted-foreground text-xs"
+      >
+        {user.email}
+      </motion.p>
+    </ScenePanel>
+  );
+};
+
+/**
+ * Milliseconds each scene is shown before advancing: portal, redirect,
+ * success.
+ */
+const SSO_SCENE_DURATIONS_MS = [3000, 2500, 3000];

apps/remix/app/components/general/settings-upsell/use-timed-cycle.ts

@@ -0,0 +1,47 @@
+import { useReducedMotion } from 'framer-motion';
+import { useEffect, useState } from 'react';
+
+/**
+ * Cycles an index through `durations.length` steps, waiting `durations[i]`
+ * milliseconds on step `i` before advancing to the next.
+ *
+ * When the cycle wraps past the last step it continues from `loopStartIndex`
+ * (default `0`), letting consumers play intro-only steps exactly once and
+ * then loop through the remaining steps forever.
+ *
+ * Under `prefers-reduced-motion` the cycle never starts and the index stays
+ * at 0, so consumers render their initial state statically.
+ *
+ * Pass module-level constants for `durations` and `loopStartIndex` — their
+ * identities are intentionally not dependencies.
+ */
+export const useTimedCycle = (durations: number[], loopStartIndex = 0) => {
+  const [index, setIndex] = useState(0);
+
+  const isReducedMotion = useReducedMotion();
+
+  useEffect(() => {
+    if (isReducedMotion || durations.length === 0) {
+      setIndex(0);
+      return;
+    }
+
+    let current = 0;
+    let timeout: ReturnType<typeof setTimeout>;
+
+    const tick = () => {
+      const next = current + 1;
+
+      current = next >= durations.length ? Math.min(loopStartIndex, durations.length - 1) : next;
+
+      setIndex(current);
+      timeout = setTimeout(tick, durations[current]);
+    };
+
+    timeout = setTimeout(tick, durations[0]);
+
+    return () => clearTimeout(timeout);
+  }, [isReducedMotion]);
+
+  return index;
+};

apps/remix/app/components/general/teams/team-email-dropdown.tsx

@@ -1,94 +0,0 @@
-import type { getTeamWithEmail } from '@documenso/lib/server-only/team/get-team-email-by-email';
-import { trpc } from '@documenso/trpc/react';
-import {
-  DropdownMenu,
-  DropdownMenuContent,
-  DropdownMenuItem,
-  DropdownMenuTrigger,
-} from '@documenso/ui/primitives/dropdown-menu';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Edit, Loader, Mail, MoreHorizontal, X } from 'lucide-react';
-
-import { TeamEmailDeleteDialog } from '~/components/dialogs/team-email-delete-dialog';
-import { TeamEmailUpdateDialog } from '~/components/dialogs/team-email-update-dialog';
-
-export type TeamEmailDropdownProps = {
-  team: Awaited<ReturnType<typeof getTeamWithEmail>>;
-};
-
-export const TeamEmailDropdown = ({ team }: TeamEmailDropdownProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const { mutateAsync: resendEmailVerification, isPending: isResendingEmailVerification } =
-    trpc.team.email.verification.resend.useMutation({
-      onSuccess: () => {
-        toast({
-          title: _(msg`Success`),
-          description: _(msg`Email verification has been resent`),
-          duration: 5000,
-        });
-      },
-      onError: () => {
-        toast({
-          title: _(msg`Something went wrong`),
-          description: _(msg`Unable to resend verification at this time. Please try again.`),
-          variant: 'destructive',
-          duration: 10000,
-        });
-      },
-    });
-
-  return (
-    <DropdownMenu>
-      <DropdownMenuTrigger>
-        <MoreHorizontal className="h-5 w-5 text-muted-foreground" />
-      </DropdownMenuTrigger>
-
-      <DropdownMenuContent className="w-52" align="start" forceMount>
-        {!team.teamEmail && team.emailVerification && (
-          <DropdownMenuItem
-            disabled={isResendingEmailVerification}
-            onClick={(e) => {
-              e.preventDefault();
-              void resendEmailVerification({ teamId: team.id });
-            }}
-          >
-            {isResendingEmailVerification ? (
-              <Loader className="mr-2 h-4 w-4 animate-spin" />
-            ) : (
-              <Mail className="mr-2 h-4 w-4" />
-            )}
-            <Trans>Resend verification</Trans>
-          </DropdownMenuItem>
-        )}
-
-        {team.teamEmail && (
-          <TeamEmailUpdateDialog
-            teamEmail={team.teamEmail}
-            trigger={
-              <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-                <Edit className="mr-2 h-4 w-4" />
-                <Trans>Edit</Trans>
-              </DropdownMenuItem>
-            }
-          />
-        )}
-
-        <TeamEmailDeleteDialog
-          team={team}
-          teamName={team.name}
-          trigger={
-            <DropdownMenuItem onSelect={(e) => e.preventDefault()}>
-              <X className="mr-2 h-4 w-4" />
-              <Trans>Remove</Trans>
-            </DropdownMenuItem>
-          }
-        />
-      </DropdownMenuContent>
-    </DropdownMenu>
-  );
-};

apps/remix/app/components/general/unified-settings-layout.tsx

@@ -0,0 +1,211 @@
+import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import { getSettingsNavGroups, type SettingsNavGroup, type SettingsNavItem } from '@documenso/lib/utils/settings-nav';
+import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
+import { Button } from '@documenso/ui/primitives/button';
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useEffect, useRef } from 'react';
+import { Link, Outlet, useLocation } from 'react-router';
+import { match } from 'ts-pattern';
+import { GenericErrorLayout } from '~/components/general/generic-error-layout';
+import { useOptionalCurrentTeam } from '~/providers/team';
+import { SettingsScopeBreadcrumb } from './settings-scope-breadcrumb';
+import { UnifiedSettingsSidebar } from './unified-settings-sidebar';
+import { UnifiedSettingsSidebarMobile } from './unified-settings-sidebar-mobile';
+
+export type UnifiedSettingsScope = 'organisation' | 'team' | 'account';
+
+export type UnifiedSettingsLayoutProps = {
+  activeScope: UnifiedSettingsScope;
+
+  /**
+   * The team the user last worked in, read from the `preferred-team-url` cookie by the
+   * layout's loader. Used to keep the sidebar's team switcher stable at organisation and
+   * account scope, where the URL carries no team.
+   */
+  preferredTeamUrl?: string | null;
+};
+
+/**
+ * Walk a group's items and find the item (and its parent if it's a sub-nav child)
+ * that matches the current pathname most specifically. Returns the labels to use
+ * as breadcrumb crumbs (e.g. ['Preferences', 'Document'] or just ['Members']).
+ */
+const findActiveCrumbs = (group: SettingsNavGroup | null, pathname: string): MessageDescriptor[] => {
+  if (!group) {
+    return [];
+  }
+
+  let bestMatch: SettingsNavItem | null = null;
+
+  for (const item of group.items) {
+    if (item.isSubNavParent) {
+      continue;
+    }
+
+    if (pathname === item.path || pathname.startsWith(`${item.path}/`)) {
+      if (!bestMatch || item.path.length > bestMatch.path.length) {
+        bestMatch = item;
+      }
+    }
+  }
+
+  if (!bestMatch) {
+    return [];
+  }
+
+  if (bestMatch.isSubNav) {
+    const parent = group.items.find((it) => it.isSubNavParent);
+    return parent ? [parent.label, bestMatch.label] : [bestMatch.label];
+  }
+
+  return [bestMatch.label];
+};
+
+export const UnifiedSettingsLayout = ({ activeScope, preferredTeamUrl = null }: UnifiedSettingsLayoutProps) => {
+  const { _ } = useLingui();
+  const { organisations } = useSession();
+  const { pathname } = useLocation();
+
+  const currentOrganisation = useOptionalCurrentOrganisation();
+  const team = useOptionalCurrentTeam();
+
+  const contentPaneRef = useRef<HTMLElement>(null);
+
+  // Scroll back to the top when navigating between settings pages.
+  useEffect(() => {
+    contentPaneRef.current?.scrollTo(0, 0);
+  }, [pathname]);
+
+  // An organisation is worth showing in the sidebar if it has settings the user can reach —
+  // either the organisation's own, or those of a team inside it.
+  const hasReachableSettings = (org: (typeof organisations)[number]) =>
+    canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) ||
+    org.teams.some((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const organisation =
+    currentOrganisation ??
+    organisations.find((org) => org.teams.some((t) => t.url === preferredTeamUrl) && hasReachableSettings(org)) ??
+    organisations.find(hasReachableSettings) ??
+    null;
+
+  const manageableTeams = organisation?.teams.filter((t) => canExecuteTeamAction('MANAGE_TEAM', t.currentTeamRole));
+
+  const teamForSidebar =
+    team ?? manageableTeams?.find((t) => t.url === preferredTeamUrl) ?? manageableTeams?.[0] ?? null;
+
+  const sidebarTeamUrl = teamForSidebar?.url ?? null;
+
+  // Sync the selected team URL in the sidebar into the preferred team URL cookie.
+  useEffect(() => {
+    if (!sidebarTeamUrl) {
+      return;
+    }
+
+    const body = new FormData();
+
+    body.append('teamUrl', sidebarTeamUrl);
+
+    void fetch('/api/preferred-team', { method: 'POST', body });
+  }, [sidebarTeamUrl]);
+
+  const groups = getSettingsNavGroups({
+    organisation: organisation
+      ? {
+          url: organisation.url,
+          currentOrganisationRole: organisation.currentOrganisationRole,
+          organisationClaim: organisation.organisationClaim,
+        }
+      : null,
+    team: teamForSidebar ? { url: teamForSidebar.url, currentTeamRole: teamForSidebar.currentTeamRole } : null,
+    hasManageableBillingOrgs: organisations.some((org) =>
+      canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole),
+    ),
+  });
+
+  const canManageOrg =
+    organisation !== null && canExecuteOrganisationAction('MANAGE_ORGANISATION', organisation.currentOrganisationRole);
+
+  // Must be derived from the team in the URL context, NOT from `teamForSidebar` — the
+  // latter falls back to any manageable team in the org, which would let a team manager
+  // through the organisation-scope guard (and `useOptionalCurrentTeam()` resolves for any
+  // member regardless of role, which would let a plain member through the team guard).
+  const canManageCurrentTeam = team !== null && canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole);
+
+  // Account pages are available to every user. The organisation and team scopes each
+  // require the manage permission for THAT scope — they are not interchangeable.
+  const isAuthorised = match(activeScope)
+    .with('account', () => true)
+    .with('organisation', () => canManageOrg)
+    .with('team', () => canManageCurrentTeam)
+    .exhaustive();
+
+  if (!isAuthorised) {
+    return (
+      <GenericErrorLayout
+        errorCode={401}
+        errorCodeMap={{
+          401: {
+            heading: msg`Unauthorized`,
+            subHeading: msg`401 Unauthorized`,
+            message: msg`You are not authorized to access this page.`,
+          },
+        }}
+        primaryButton={
+          <Button asChild>
+            <Link to="/settings/profile">
+              <Trans>Go to your settings</Trans>
+            </Link>
+          </Button>
+        }
+        secondaryButton={null}
+      />
+    );
+  }
+
+  const scopeName = match(activeScope)
+    .with('account', () => _(msg`Account`))
+    .with('organisation', () => organisation?.name ?? '')
+    .with('team', () => team?.name ?? organisation?.name ?? '')
+    .exhaustive();
+
+  const activeGroup =
+    activeScope === 'account' ? groups.account : activeScope === 'organisation' ? groups.organisation : groups.team;
+
+  const crumbs = findActiveCrumbs(activeGroup, pathname).map((label) => _(label));
+
+  return (
+    <div className="flex flex-col md:min-h-0 md:flex-1 md:flex-row">
+      <aside className="hover-scrollbar w-full shrink-0 border-b bg-background md:w-80 md:overflow-y-auto md:border-r md:border-b-0">
+        <div className="flex h-full flex-col">
+          <div className="hidden md:block">
+            <UnifiedSettingsSidebar
+              groups={groups}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+          <div className="md:hidden">
+            <UnifiedSettingsSidebarMobile
+              groups={groups}
+              activeScope={activeScope}
+              currentOrgUrl={organisation?.url ?? null}
+              currentTeamUrl={teamForSidebar?.url ?? null}
+            />
+          </div>
+        </div>
+      </aside>
+
+      <main ref={contentPaneRef} className="relative flex-1 px-4 md:overflow-y-auto md:px-12 lg:px-16">
+        <div className="mx-auto w-full max-w-3xl py-6 md:py-8" data-testid="unified-settings-content">
+          <SettingsScopeBreadcrumb scope={activeScope} scopeName={scopeName} crumbs={crumbs} />
+          <Outlet />
+        </div>
+      </main>
+    </div>
+  );
+};

apps/remix/app/components/general/unified-settings-sidebar-mobile.tsx

@@ -0,0 +1,165 @@
+import type { SettingsNavGroups, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+import { useLocation, useNavigate } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+type MobileScope = SettingsNavScope | 'account';
+
+export type UnifiedSettingsSidebarMobileProps = {
+  groups: SettingsNavGroups;
+  activeScope: MobileScope;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebarMobile = ({
+  groups,
+  activeScope,
+  currentOrgUrl,
+  currentTeamUrl,
+}: UnifiedSettingsSidebarMobileProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+  const navigate = useNavigate();
+
+  const visibleScopes = useMemo<MobileScope[]>(() => {
+    const scopes: MobileScope[] = [];
+    if (groups.organisation) {
+      scopes.push('organisation');
+    }
+    if (groups.team) {
+      scopes.push('team');
+    }
+    scopes.push('account');
+    return scopes;
+  }, [groups]);
+
+  // Falls back to the Account group rather than rendering nothing — an empty scope group
+  // would leave the mobile viewport with no settings navigation at all.
+  const activeGroup =
+    (activeScope === 'organisation' ? groups.organisation : activeScope === 'team' ? groups.team : null) ??
+    groups.account;
+
+  const selectableItems = useMemo(() => activeGroup.items.filter((item) => !item.isSubNavParent), [activeGroup.items]);
+
+  // The select matches on exact value, but plenty of settings pages are sub-routes of a
+  // nav item (`/settings/security/passkeys`, `/t/x/settings/webhooks/:id`, …). Resolving
+  // to the longest matching item path keeps the trigger populated on those pages instead
+  // of rendering an empty box — mirrors the desktop sidebar's prefix highlighting.
+  const selectedPath = useMemo(() => {
+    let bestMatch: string | undefined;
+
+    for (const item of selectableItems) {
+      if (pathname !== item.path && !pathname.startsWith(`${item.path}/`)) {
+        continue;
+      }
+
+      if (!bestMatch || item.path.length > bestMatch.length) {
+        bestMatch = item.path;
+      }
+    }
+
+    return bestMatch;
+  }, [selectableItems, pathname]);
+
+  const handleScopeChange = (scope: MobileScope) => {
+    if (scope === activeScope) {
+      return;
+    }
+    if (scope === 'organisation' && groups.organisation) {
+      void navigate(groups.organisation.items[0].path);
+    } else if (scope === 'team' && groups.team) {
+      void navigate(groups.team.items[0].path);
+    } else if (scope === 'account') {
+      void navigate(groups.account.items[0].path);
+    }
+  };
+
+  // The tab row stays full-bleed (its border-b acts as a full-width divider); the
+  // sections under it get `px-4` to line up with the content pane's own `px-4`
+  // inset, and `pb-4` keeps the last control off the aside's bottom border.
+  return (
+    <div className="flex flex-col gap-3 pb-4" data-testid="unified-settings-sidebar-mobile">
+      {visibleScopes.length > 1 ? (
+        <div className="flex border-border border-b" role="tablist">
+          {visibleScopes.map((scope) => {
+            const isActive = scope === activeScope;
+            const accent =
+              scope === 'organisation'
+                ? 'border-emerald-500 text-emerald-700 dark:text-emerald-300'
+                : scope === 'team'
+                  ? 'border-blue-500 text-blue-700 dark:text-blue-300'
+                  : 'border-foreground text-foreground';
+            return (
+              <button
+                key={scope}
+                type="button"
+                role="tab"
+                aria-selected={isActive}
+                onClick={() => handleScopeChange(scope)}
+                className={cn(
+                  'flex-1 border-b-2 py-2 text-center font-bold text-xs uppercase tracking-wide',
+                  isActive ? accent : 'border-transparent text-muted-foreground',
+                )}
+                data-testid={`unified-settings-mobile-tab-${scope}`}
+              >
+                {scope === 'organisation' && <Trans>Organisation</Trans>}
+                {scope === 'team' && <Trans>Team</Trans>}
+                {scope === 'account' && <Trans>Account</Trans>}
+              </button>
+            );
+          })}
+        </div>
+      ) : (
+        <div className="px-4 py-2 text-center font-bold text-muted-foreground text-xs uppercase tracking-wide">
+          {activeScope === 'organisation' && <Trans>Organisation</Trans>}
+          {activeScope === 'team' && <Trans>Team</Trans>}
+          {activeScope === 'account' && <Trans>Account</Trans>}
+        </div>
+      )}
+
+      {/* The organisation switcher is always present in a scoped view — at team scope it's
+          the only way for a user who can't manage the organisation to move between them,
+          since the Organisation tab is absent when they have no organisation pages. */}
+      {activeScope !== 'account' && currentOrgUrl && (
+        <div className="flex flex-col gap-2 px-4">
+          <SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />
+
+          {activeScope === 'team' && (
+            <SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />
+          )}
+        </div>
+      )}
+
+      <div className="px-4">
+        <div className="mb-1 font-bold text-[10px] text-muted-foreground uppercase tracking-wide">
+          <Trans>Jump to</Trans>
+        </div>
+        <Select
+          value={selectedPath}
+          onValueChange={(value) => {
+            void navigate(value);
+          }}
+        >
+          <SelectTrigger data-testid="unified-settings-mobile-section-trigger">
+            <SelectValue placeholder={_(msg`Select a section`)} />
+          </SelectTrigger>
+          <SelectContent>
+            {selectableItems.map((item) => (
+              <SelectItem key={item.path} value={item.path}>
+                {item.isSubNav ? `${_(msg`Preferences`)} › ${_(item.label)}` : _(item.label)}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/unified-settings-sidebar.tsx

@@ -0,0 +1,275 @@
+import type { SettingsNavGroups, SettingsNavItem, SettingsNavScope } from '@documenso/lib/utils/settings-nav';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Collapsible, CollapsibleContent, CollapsibleTrigger } from '@documenso/ui/primitives/collapsible';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { ChevronRightIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useEffect, useState } from 'react';
+import { NavLink, useLocation } from 'react-router';
+
+import { SettingsOrgSwitcher } from './settings-org-switcher';
+import { SettingsTeamSwitcher } from './settings-team-switcher';
+
+export type UnifiedSettingsSidebarProps = {
+  groups: SettingsNavGroups;
+  currentOrgUrl: string | null;
+  currentTeamUrl: string | null;
+};
+
+export const UnifiedSettingsSidebar = ({ groups, currentOrgUrl, currentTeamUrl }: UnifiedSettingsSidebarProps) => {
+  return (
+    <aside className="flex w-full flex-col" data-testid="unified-settings-sidebar">
+      {currentOrgUrl && (
+        <div className="p-4">
+          <SidebarGroup
+            heading={<Trans>Organisation Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsOrgSwitcher currentOrgUrl={currentOrgUrl} />}
+            items={groups.organisation?.items ?? []}
+            scope="organisation"
+            emptyState={
+              <p
+                className="rounded-md border border-dashed px-3 py-2 text-muted-foreground text-xs"
+                data-testid="unified-settings-organisation-empty-state"
+              >
+                <Trans>
+                  You don't have permission to manage this organisation. Switch to another one above, or continue in
+                  your team settings below.
+                </Trans>
+              </p>
+            }
+          />
+        </div>
+      )}
+
+      {groups.team && currentOrgUrl && (
+        <div className="border-t p-4">
+          <SidebarGroup
+            heading={<Trans>Team Settings</Trans>}
+            activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+            switcher={<SettingsTeamSwitcher currentOrgUrl={currentOrgUrl} currentTeamUrl={currentTeamUrl} />}
+            items={groups.team.items}
+            scope={groups.team.scope}
+          />
+        </div>
+      )}
+
+      <div className={cn('p-4', currentOrgUrl && 'border-t')}>
+        <SidebarGroup
+          heading={<Trans>Account Settings</Trans>}
+          activeBgClassName="bg-[#F1FBEA] text-gray-900 hover:bg-[#F1FBEA] hover:text-gray-900 dark:bg-[#1C2515] dark:text-[#F1FBEA] dark:hover:bg-[#1C2515] dark:hover:text-[#F1FBEA]"
+          items={groups.account.items}
+          scope={groups.account.scope}
+        />
+      </div>
+    </aside>
+  );
+};
+
+type SidebarGroupProps = {
+  className?: string;
+  headingClassName?: string;
+  heading: ReactNode;
+  activeBgClassName: string;
+  switcher?: ReactNode;
+  items: SettingsNavItem[];
+  scope: SettingsNavScope;
+  emptyState?: ReactNode;
+};
+
+type GroupedNavEntry =
+  | { kind: 'flat'; item: SettingsNavItem }
+  | { kind: 'collapsible'; parent: SettingsNavItem; children: SettingsNavItem[] };
+
+/**
+ * Walk a flat item list and group consecutive `isSubNav` items under their preceding
+ * `isSubNavParent`. Anything else renders as a flat entry.
+ */
+const groupNavEntries = (items: SettingsNavItem[]): GroupedNavEntry[] => {
+  const entries: GroupedNavEntry[] = [];
+  let currentCollapsible: { parent: SettingsNavItem; children: SettingsNavItem[] } | null = null;
+
+  for (const item of items) {
+    if (item.isSubNavParent) {
+      currentCollapsible = { parent: item, children: [] };
+      entries.push({ kind: 'collapsible', ...currentCollapsible });
+      continue;
+    }
+
+    if (item.isSubNav && currentCollapsible) {
+      currentCollapsible.children.push(item);
+      continue;
+    }
+
+    currentCollapsible = null;
+    entries.push({ kind: 'flat', item });
+  }
+
+  return entries;
+};
+
+const SidebarGroup = ({
+  className,
+  headingClassName,
+  heading,
+  activeBgClassName,
+  switcher,
+  items,
+  scope,
+  emptyState,
+}: SidebarGroupProps) => {
+  const grouped = groupNavEntries(items);
+
+  return (
+    <div className={className} data-testid="unified-settings-sidebar-group">
+      <div
+        className={cn('mb-2 font-semibold text-muted-foreground text-xs uppercase tracking-widest', headingClassName)}
+      >
+        {heading}
+      </div>
+      {switcher && <div className="mb-2">{switcher}</div>}
+
+      {items.length === 0 && emptyState}
+
+      <nav className="flex flex-col gap-1">
+        {grouped.map((entry) => {
+          if (entry.kind === 'flat') {
+            return (
+              <FlatNavItem
+                key={`${entry.item.key}-${entry.item.path}`}
+                item={entry.item}
+                activeBgClassName={activeBgClassName}
+                scope={scope}
+              />
+            );
+          }
+
+          return (
+            <CollapsibleNavSection
+              key={`${entry.parent.key}-${entry.parent.path}`}
+              parent={entry.parent}
+              childItems={entry.children}
+              activeBgClassName={activeBgClassName}
+              scope={scope}
+            />
+          );
+        })}
+      </nav>
+    </div>
+  );
+};
+
+type FlatNavItemProps = {
+  item: SettingsNavItem;
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const FlatNavItem = ({ item, activeBgClassName, scope }: FlatNavItemProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  // The General items link to the settings root, which prefixes every other
+  // item's path — those require an exact match. Everything else highlights on
+  // its sub-routes too (e.g. Security on /settings/security/passkeys).
+  const isActive =
+    item.key === 'general' ? pathname === item.path : pathname === item.path || pathname.startsWith(`${item.path}/`);
+
+  return (
+    <NavLink to={item.path} className="group block" data-testid={`unified-settings-nav-${scope}-${item.key}`} end>
+      <Button
+        variant="ghost"
+        size="sm"
+        className={cn(
+          'h-8 w-full justify-start font-normal text-muted-foreground',
+          isActive && cn(activeBgClassName, 'font-medium'),
+        )}
+      >
+        {item.icon && <item.icon className="mr-2 h-4 w-4" />}
+        {_(item.label)}
+      </Button>
+    </NavLink>
+  );
+};
+
+type CollapsibleNavSectionProps = {
+  parent: SettingsNavItem;
+  childItems: SettingsNavItem[];
+  activeBgClassName: string;
+  scope: SettingsNavScope;
+};
+
+const CollapsibleNavSection = ({ parent, childItems, activeBgClassName, scope }: CollapsibleNavSectionProps) => {
+  const { _ } = useLingui();
+  const { pathname } = useLocation();
+
+  const hasActiveChild = childItems.some((child) => pathname === child.path || pathname.startsWith(`${child.path}/`));
+
+  const [isOpen, setIsOpen] = useState(hasActiveChild);
+
+  // Auto-open when navigating to a sub-route. Closing while on a sub-route is
+  // respected (state stays closed) until the user navigates away and back.
+  useEffect(() => {
+    if (hasActiveChild) {
+      setIsOpen(true);
+    }
+  }, [hasActiveChild]);
+
+  const ParentIcon = parent.icon ? parent.icon : null;
+
+  return (
+    <Collapsible open={isOpen} onOpenChange={setIsOpen}>
+      <CollapsibleTrigger asChild>
+        <Button
+          type="button"
+          variant="ghost"
+          size="sm"
+          className={cn(
+            'h-8 w-full justify-start font-normal text-muted-foreground',
+            // Emphasise the parent when one of its children is the active page.
+            hasActiveChild && 'font-medium text-foreground',
+          )}
+          data-testid={`unified-settings-nav-${scope}-${parent.key}`}
+          aria-expanded={isOpen}
+        >
+          {ParentIcon && <ParentIcon className="mr-2 h-4 w-4" />}
+          {_(parent.label)}
+          <ChevronRightIcon
+            className={cn('ml-auto h-4 w-4 transition-transform duration-200', isOpen && 'rotate-90')}
+          />
+        </Button>
+      </CollapsibleTrigger>
+
+      {/* data-[state=closed]:hidden — the `flex` display class would otherwise
+          defeat the `hidden` attribute Radix sets when closed, leaving the
+          empty content box (and its mt-1) inflating the gap below the trigger. */}
+      <CollapsibleContent className="mt-1 flex flex-col gap-1 data-[state=closed]:hidden">
+        {childItems.map((child) => {
+          const isActive = pathname === child.path || pathname.startsWith(`${child.path}/`);
+
+          return (
+            <NavLink
+              key={`${child.key}-${child.path}`}
+              to={child.path}
+              className="group block pl-6"
+              data-testid={`unified-settings-nav-${scope}-${child.key}`}
+            >
+              <Button
+                variant="ghost"
+                size="sm"
+                className={cn(
+                  'h-8 w-full justify-start font-normal text-muted-foreground',
+                  isActive && cn(activeBgClassName, 'font-medium'),
+                )}
+              >
+                {_(child.label)}
+              </Button>
+            </NavLink>
+          );
+        })}
+      </CollapsibleContent>
+    </Collapsible>
+  );
+};

apps/remix/app/components/tables/organisation-teams-table.tsx

@@ -76,7 +76,7 @@ export const OrganisationTeamsTable = () => {
         cell: ({ row }) => (
           <div className="flex justify-end space-x-2">
             <Button variant="outline" asChild>
-              <Link to={`/t/${row.original.url}/settings`}>
+              <Link to={`/t/${row.original.url}/settings/general`}>
                 <Trans>Manage</Trans>
               </Link>
             </Button>

apps/remix/app/components/tables/user-organisations-table.tsx

@@ -2,7 +2,7 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,8 +29,6 @@ export const UserOrganisationsTable = () => {
     })),
   });
 
-  const isPersonalLayoutMode = isPersonalLayout(data);
-
   const results = {
     data: data || [],
     perPage: 10,
@@ -44,31 +42,13 @@ export const UserOrganisationsTable = () => {
         header: _(msg`Organisation`),
         accessorKey: 'name',
         cell: ({ row }) => (
-          <Link
+          <Link to={`/o/${row.original.url}`} preventScrollReset={true}>
-            to={isPersonalLayoutMode ? `/settings/organisations` : `/o/${row.original.url}`}
-            preventScrollReset={true}
-          >
             <AvatarWithText
               avatarSrc={formatAvatarUrl(row.original.avatarImageId)}
               avatarClass="h-12 w-12"
               avatarFallback={row.original.name.slice(0, 1).toUpperCase()}
-              primaryText={
+              primaryText={<span className="font-semibold text-foreground/80">{row.original.name}</span>}
-                <span className="font-semibold text-foreground/80">
+              secondaryText={`${NEXT_PUBLIC_WEBAPP_URL()}/o/${row.original.url}`}
-                  {isPersonalLayoutMode
-                    ? _(
-                        msg({
-                          message: `Personal`,
-                          context: `Personal organisation (adjective)`,
-                        }),
-                      )
-                    : row.original.name}
-                </span>
-              }
-              secondaryText={
-                isPersonalLayoutMode
-                  ? _(msg`Your personal organisation`)
-                  : `${NEXT_PUBLIC_WEBAPP_URL()}/o/${row.original.url}`
-              }
             />
           </Link>
         ),
@@ -92,7 +72,7 @@ export const UserOrganisationsTable = () => {
           <div className="flex justify-end space-x-2">
             {canExecuteOrganisationAction('MANAGE_ORGANISATION', row.original.currentOrganisationRole) && (
               <Button variant="outline" asChild>
-                <Link to={`/o/${row.original.url}/settings`}>
+                <Link to={`/o/${row.original.url}/settings/general`}>
                   <Trans>Manage</Trans>
                 </Link>
               </Button>
@@ -117,7 +97,7 @@ export const UserOrganisationsTable = () => {
         ),
       },
     ] satisfies DataTableColumnDef<(typeof results)['data'][number]>[];
-  }, [isPersonalLayoutMode]);
+  }, []);
 
   return (
     <div>
@@ -130,9 +110,6 @@ export const UserOrganisationsTable = () => {
         error={{
           enable: isLoadingError,
         }}
-        columnVisibility={{
-          actions: !isPersonalLayoutMode,
-        }}
         skeleton={{
           enable: isLoading,
           rows: 3,
@@ -154,14 +131,12 @@ export const UserOrganisationsTable = () => {
               <TableCell>
                 <Skeleton className="h-4 w-20 rounded-full" />
               </TableCell>
-              {!isPersonalLayoutMode && (
+              <TableCell>
-                <TableCell>
+                <div className="flex flex-row justify-end space-x-2">
-                  <div className="flex flex-row justify-end space-x-2">
+                  <Skeleton className="h-10 w-20 rounded" />
-                    <Skeleton className="h-10 w-20 rounded" />
+                  <Skeleton className="h-10 w-16 rounded" />
-                    <Skeleton className="h-10 w-16 rounded" />
+                </div>
-                  </div>
+              </TableCell>
-                </TableCell>
-              )}
             </>
           ),
         }}

apps/remix/app/entry.client.tsx

@@ -31,6 +31,26 @@ function initPosthog() {
   }
 }
 
+/**
+ * Surfaces hydration recoveries (React 19 discards the server HTML and
+ * re-renders on the client instead of dying) so we can track how often
+ * extensions/early clicks interfere with hydration in the wild.
+ */
+function onRecoverableError(error: unknown, errorInfo: { componentStack?: string }) {
+  console.error('[hydration] recovered from error', error, errorInfo.componentStack);
+
+  if (extractPostHogConfig()) {
+    void import('posthog-js').then(({ default: posthog }) => {
+      if (posthog.__loaded) {
+        posthog.capture('$hydration_recoverable_error', {
+          message: error instanceof Error ? error.message : String(error),
+          componentStack: errorInfo.componentStack,
+        });
+      }
+    });
+  }
+}
+
 async function main() {
   const locale = detect(fromHtmlTag('lang')) || 'en';
 
@@ -44,6 +64,7 @@ async function main() {
           <HydratedRouter />
         </I18nProvider>
       </StrictMode>,
+      { onRecoverableError },
     );
   });
 

apps/remix/app/root.tsx

@@ -1,5 +1,6 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { SessionProvider } from '@documenso/lib/client-only/providers/session';
+import { getBasePath } from '@documenso/lib/constants/app';
 import { APP_I18N_OPTIONS, type SupportedLanguageCodes } from '@documenso/lib/constants/i18n';
 import { createPublicEnv } from '@documenso/lib/utils/env';
 import { extractLocaleData } from '@documenso/lib/utils/i18n';
@@ -20,7 +21,6 @@ import {
   useMatches,
 } from 'react-router';
 import { PreventFlashOnWrongTheme, ThemeProvider, useTheme } from 'remix-themes';
-
 import type { Route } from './+types/root';
 import stylesheet from './app.css?url';
 import { GenericErrorLayout } from './components/general/generic-error-layout';
@@ -68,6 +68,7 @@ export async function loader({ context, request }: Route.LoaderArgs) {
       lang,
       theme: getTheme(),
       disableAnimations,
+      basePath: getBasePath(),
       // Surface the per-request CSP nonce produced by `securityHeadersMiddleware` so all
       // SSR-rendered <script>/<style> elements in this layout (and child
       // routes that need it) can carry the matching nonce attribute.
@@ -90,10 +91,10 @@ export async function loader({ context, request }: Route.LoaderArgs) {
 }
 
 export function Layout({ children }: { children: React.ReactNode }) {
-  const { theme } = useLoaderData<typeof loader>() || {};
+  const { theme, basePath } = useLoaderData<typeof loader>() || {};
 
   return (
-    <ThemeProvider specifiedTheme={theme} themeAction="/api/theme">
+    <ThemeProvider specifiedTheme={theme} themeAction={`${basePath ?? ''}/api/theme`}>
       <LayoutContent>{children}</LayoutContent>
     </ThemeProvider>
   );
@@ -111,6 +112,8 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
 
   const [theme] = useTheme();
 
+  const basePath = data.basePath ?? '';
+
   // Recipient routes (signing pages) put `documenso-branded` on <body> so the
   // <style> block from `RecipientBranding` applies to BOTH the main tree and
   // any portaled content (Radix dialogs/popovers/dropdowns mount outside the
@@ -126,11 +129,11 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
     <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''} suppressHydrationWarning>
       <head>
         <meta charSet="utf-8" />
-        <link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png" />
+        <link rel="apple-touch-icon" sizes="180x180" href={`${basePath}/apple-touch-icon.png`} />
-        <link rel="icon" type="image/png" sizes="32x32" href="/favicon-32x32.png" />
+        <link rel="icon" type="image/png" sizes="32x32" href={`${basePath}/favicon-32x32.png`} />
-        <link rel="icon" type="image/png" sizes="16x16" href="/favicon-16x16.png" />
+        <link rel="icon" type="image/png" sizes="16x16" href={`${basePath}/favicon-16x16.png`} />
         <meta name="viewport" content="width=device-width, initial-scale=1" />
-        <link rel="manifest" href="/site.webmanifest" />
+        <link rel="manifest" href={`${basePath}/site.webmanifest`} />
         <meta name="google" content="notranslate" />
         <Meta />
         <Links nonce={nonce(cspNonce)} />

apps/remix/app/routes/_authenticated+/_layout.tsx

@@ -1,4 +1,5 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { useChildRouteFlags } from '@documenso/lib/client-only/hooks/use-child-route-flags';
 import { OrganisationProvider } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getSiteSettings } from '@documenso/lib/server-only/site-settings/get-site-settings';
@@ -46,6 +47,8 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
 
   const { user, organisations } = useSession();
 
+  const { layoutMode } = useChildRouteFlags();
+
   const teamUrl = params.teamUrl;
   const orgUrl = params.orgUrl;
 
@@ -108,23 +111,26 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
   return (
     <OrganisationProvider organisation={currentOrganisation}>
       <TeamProvider team={currentTeam || null}>
-        <OrganisationBillingBanner />
+        <div className={cn({ 'md:flex md:h-dvh md:flex-col md:overflow-hidden': layoutMode === 'settings' })}>
+          <OrganisationBillingBanner />
 
-        <OrganisationQuotaBanner />
+          <OrganisationQuotaBanner />
 
-        {!user.emailVerified && <VerifyEmailBanner email={user.email} />}
+          {!user.emailVerified && <VerifyEmailBanner email={user.email} />}
 
-        {banner && !hideHeader && <AppBanner banner={banner} />}
+          {banner && !hideHeader && <AppBanner banner={banner} />}
 
-        {!hideHeader && <Header />}
+          {!hideHeader && <Header fullWidth={layoutMode === 'settings'} />}
 
-        <main
+          <main
-          className={cn({
+            className={cn({
-            'mt-8 pb-8 md:mt-12 md:pb-12': !hideHeader,
+              'mt-8 pb-8 md:mt-12 md:pb-12': !hideHeader && layoutMode !== 'settings',
-          })}
+              'md:flex md:min-h-0 md:flex-1 md:flex-col': layoutMode === 'settings',
-        >
+            })}
-          <Outlet />
+          >
-        </main>
+            <Outlet />
+          </main>
+        </div>
       </TeamProvider>
     </OrganisationProvider>
   );

apps/remix/app/routes/_authenticated+/admin+/claims.tsx

@@ -53,7 +53,7 @@ export default function Claims({ loaderData }: Route.ComponentProps) {
 
   return (
     <div>
-      <SettingsHeader title={t`Subscription Claims`} subtitle={t`Manage all subscription claims`} hideDivider>
+      <SettingsHeader hideDivider title={t`Subscription Claims`} subtitle={t`Manage all subscription claims`}>
         <ClaimCreateDialog licenseFlags={licenseFlags} />
       </SettingsHeader>
 

apps/remix/app/routes/_authenticated+/admin+/email-transports._index.tsx

@@ -40,7 +40,7 @@ export default function AdminEmailTransportsPage() {
 
   return (
     <div>
-      <SettingsHeader title={t`Email Transports`} subtitle={t`Manage all email transports`} hideDivider>
+      <SettingsHeader hideDivider title={t`Email Transports`} subtitle={t`Manage all email transports`}>
         <EmailTransportCreateDialog />
       </SettingsHeader>
 

apps/remix/app/routes/_authenticated+/admin+/organisations.$id.tsx

@@ -258,7 +258,11 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
   return (
     <div>
-      <SettingsHeader title={t`Manage organisation`} subtitle={t`Manage the ${organisation.name} organisation`}>
+      <SettingsHeader
+        hideDivider
+        title={t`Manage organisation`}
+        subtitle={t`Manage the ${organisation.name} organisation`}
+      >
         <Button variant="outline" asChild>
           <Link to={`/admin/organisation-insights/${organisationId}`}>
             <Trans>View insights</Trans>
@@ -269,10 +273,10 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
       <GenericOrganisationAdminForm organisation={organisation} />
 
       <SettingsHeader
+        hideDivider
         title={t`Organisation usage`}
         subtitle={t`Current usage against organisation limits.`}
         className="mt-6"
-        hideDivider
       />
 
       <OrganisationUsagePanel
@@ -308,6 +312,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
       </div>
 
       <SettingsHeader
+        hideDivider
         title={t`Manage subscription`}
         subtitle={t`Manage the ${organisation.name} organisation subscription`}
         className="mt-16"
@@ -425,6 +430,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
       </div>
 
       <SettingsHeader
+        hideDivider
         title={t`Danger Zone`}
         subtitle={t`Irreversible actions for this organisation`}
         className="mt-16"

apps/remix/app/routes/_authenticated+/dashboard.tsx

@@ -143,7 +143,7 @@ export default function DashboardPage() {
 
                   {canExecuteOrganisationAction('MANAGE_ORGANISATION', org.currentOrganisationRole) && (
                     <div className="absolute top-4 right-4 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100">
-                      <Link to={`/o/${org.url}/settings`}>
+                      <Link to={`/o/${org.url}/settings/general`}>
                         <SettingsIcon className="h-4 w-4" />
                       </Link>
                     </div>
@@ -212,7 +212,7 @@ export default function DashboardPage() {
 
                     {canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole) && (
                       <div className="absolute top-4 right-4 text-muted-foreground opacity-0 transition-opacity duration-200 group-hover:opacity-100">
-                        <Link to={`/t/${team.url}/settings`}>
+                        <Link to={`/t/${team.url}/settings/general`}>
                           <SettingsIcon className="h-4 w-4" />
                         </Link>
                       </div>

apps/remix/app/routes/_authenticated+/o.$orgUrl._index.tsx

@@ -115,7 +115,7 @@ export default function OrganisationSettingsTeamsPage() {
         </div>
 
         <Button asChild>
-          <Link to={`/o/${organisation.url}/settings`}>
+          <Link to={`/o/${organisation.url}/settings/general`}>
             <Trans>Manage Organisation</Trans>
           </Link>
         </Button>
@@ -184,7 +184,7 @@ const TeamDropdownMenu = ({ team }: { team: TGetOrganisationSessionResponse[0]['
           </Link>
         </DropdownMenuItem>
         <DropdownMenuItem asChild>
-          <Link to={`/t/${team.url}/settings`}>
+          <Link to={`/t/${team.url}/settings/general`}>
             <SettingsIcon className="mr-2 h-4 w-4" />
             <Trans>Settings</Trans>
           </Link>

apps/remix/app/routes/_authenticated+/o.$orgUrl._layout.tsx

@@ -1,13 +1,23 @@
+import { useChildRouteFlags } from '@documenso/lib/client-only/hooks/use-child-route-flags';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { cn } from '@documenso/ui/lib/utils';
 import { Outlet } from 'react-router';
 
 export default function Layout() {
   const currentOrganisation = useCurrentOrganisation();
 
+  const { layoutMode } = useChildRouteFlags();
+
   // Note: We use a key to force a re-render if the team context changes.
   // This is required otherwise you would see the wrong page content.
   return (
-    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8" key={currentOrganisation.url}>
+    <div
+      className={cn({
+        'mx-auto w-full max-w-screen-xl px-4 md:px-8': layoutMode !== 'settings',
+        'md:flex md:min-h-0 md:flex-1 md:flex-col': layoutMode === 'settings',
+      })}
+      key={currentOrganisation.url}
+    >
       <Outlet />
     </div>
   );

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings._index.tsx

@@ -1,11 +0,0 @@
-import { redirect } from 'react-router';
-
-import type { Route } from './+types/_layout';
-
-export function loader({ params }: Route.LoaderArgs) {
-  if (params.orgUrl) {
-    throw redirect(`/o/${params.orgUrl}/settings/general`);
-  }
-
-  throw redirect('/');
-}

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings._layout.tsx

@@ -1,173 +1,45 @@
-import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { extractCookieFromHeaders } from '@documenso/auth/server/lib/utils/cookies';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { extractCookieFromDocument } from '@documenso/lib/client-only/cookies';
-import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
+import type { RouteHandle } from '@documenso/lib/client-only/hooks/use-child-route-flags';
-import { cn } from '@documenso/ui/lib/utils';
+import { PREFERRED_TEAM_URL_COOKIE } from '@documenso/lib/constants/cookies';
-import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
-import { Trans, useLingui } from '@lingui/react/macro';
-import {
-  Building2Icon,
-  CreditCardIcon,
-  GroupIcon,
-  MailboxIcon,
-  Settings2Icon,
-  ShieldCheckIcon,
-  Users2Icon,
-} from 'lucide-react';
-import { FaUsers } from 'react-icons/fa6';
-import { Link, NavLink, Outlet } from 'react-router';
 
-import { GenericErrorLayout } from '~/components/general/generic-error-layout';
+import { UnifiedSettingsLayout } from '~/components/general/unified-settings-layout';
 import { appMetaTags } from '~/utils/meta';
 
+import type { Route } from './+types/o.$orgUrl.settings._layout';
+
 export function meta() {
   return appMetaTags(msg`Organisation Settings`);
 }
 
-export default function SettingsLayout() {
+export const handle: RouteHandle = {
-  const { t } = useLingui();
+  layoutMode: 'settings',
+};
 
-  const isBillingEnabled = IS_BILLING_ENABLED();
+/**
-  const organisation = useCurrentOrganisation();
+ * Only runs on the initial document request (SSR) so the first paint has the
-
+ * correct preferred team without a hydration mismatch.
-  const organisationSettingRoutes = [
+ */
-    {
+export function loader({ request }: Route.LoaderArgs) {
-      path: `/o/${organisation.url}/settings/general`,
+  return {
-      label: t`General`,
+    preferredTeamUrl: extractCookieFromHeaders(PREFERRED_TEAM_URL_COOKIE, request.headers),
-      icon: Building2Icon,
+  };
-    },
+}
-    {
+
-      path: `/o/${organisation.url}/settings/document`,
+/**
-      label: t`Preferences`,
+ * Runs instead of the server loader on client-side navigations, otherwise every
-      icon: Settings2Icon,
+ * settings page switch would trigger a `.data` round-trip to the server just to
-      hideHighlight: true,
+ * read this cookie.
-    },
+ *
-    {
+ * The cookie is not `HttpOnly` so it can be read straight from the document.
-      path: `/o/${organisation.url}/settings/document`,
+ */
-      label: t`Document`,
+export function clientLoader() {
-      isSubNav: true,
+  return {
-    },
+    preferredTeamUrl: extractCookieFromDocument(PREFERRED_TEAM_URL_COOKIE),
-    {
+  };
-      path: `/o/${organisation.url}/settings/branding`,
+}
-      label: t`Branding`,
+
-      isSubNav: true,
+export default function OrganisationSettingsLayout({ loaderData }: Route.ComponentProps) {
-    },
+  return <UnifiedSettingsLayout activeScope="organisation" preferredTeamUrl={loaderData.preferredTeamUrl} />;
-    {
-      path: `/o/${organisation.url}/settings/email`,
-      label: t`Email`,
-      isSubNav: true,
-    },
-    {
-      path: `/o/${organisation.url}/settings/email-domains`,
-      label: t`Email Domains`,
-      icon: MailboxIcon,
-    },
-    {
-      path: `/o/${organisation.url}/settings/teams`,
-      label: t`Teams`,
-      icon: FaUsers,
-    },
-    {
-      path: `/o/${organisation.url}/settings/members`,
-      label: t`Members`,
-      icon: Users2Icon,
-    },
-    {
-      path: `/o/${organisation.url}/settings/groups`,
-      label: t`Groups`,
-      icon: GroupIcon,
-    },
-    {
-      path: `/o/${organisation.url}/settings/sso`,
-      label: t`SSO`,
-      icon: ShieldCheckIcon,
-    },
-    {
-      path: `/o/${organisation.url}/settings/billing`,
-      label: t`Billing`,
-      icon: CreditCardIcon,
-    },
-  ].filter((route) => {
-    if (!isBillingEnabled && route.path.includes('/billing')) {
-      return false;
-    }
-
-    if (
-      (!isBillingEnabled || !organisation.organisationClaim.flags.emailDomains) &&
-      route.path.includes('/email-domains')
-    ) {
-      return false;
-    }
-
-    if (
-      (!isBillingEnabled || !organisation.organisationClaim.flags.authenticationPortal) &&
-      route.path.includes('/sso')
-    ) {
-      return false;
-    }
-
-    return true;
-  });
-
-  if (!canExecuteOrganisationAction('MANAGE_ORGANISATION', organisation.currentOrganisationRole)) {
-    return (
-      <GenericErrorLayout
-        errorCode={401}
-        errorCodeMap={{
-          401: {
-            heading: msg`Unauthorized`,
-            subHeading: msg`401 Unauthorized`,
-            message: msg`You are not authorized to access this page.`,
-          },
-        }}
-        primaryButton={
-          <Button asChild>
-            <Link to={`/o/${organisation.url}`}>
-              <Trans>Go Back</Trans>
-            </Link>
-          </Button>
-        }
-        secondaryButton={null}
-      />
-    );
-  }
-
-  return (
-    <div>
-      <h1 className="font-semibold text-4xl">
-        <Trans>Organisation Settings</Trans>
-      </h1>
-
-      <div className="mt-4 grid grid-cols-12 gap-x-8 md:mt-8">
-        {/* Navigation */}
-        <div
-          className={cn(
-            'col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2',
-          )}
-        >
-          {organisationSettingRoutes.map((route) => (
-            <NavLink
-              to={route.path}
-              className={cn('group w-full justify-start', route.isSubNav && 'pl-8')}
-              key={route.path}
-            >
-              <Button
-                variant="ghost"
-                className={cn('w-full justify-start', {
-                  'group-aria-[current]:bg-secondary': !route.hideHighlight,
-                })}
-              >
-                {route.icon && <route.icon className="mr-2 h-5 w-5" />}
-                <Trans>{route.label}</Trans>
-              </Button>
-            </NavLink>
-          ))}
-        </div>
-
-        <div className="col-span-12 md:col-span-9">
-          <Outlet />
-        </div>
-      </div>
-    </div>
-  );
 }

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.branding.tsx

@@ -1,7 +1,6 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED, IS_DOCUMENSO_CLOUD } from '@documenso/lib/constants/app';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
@@ -18,6 +17,7 @@ import {
   type TBrandingPreferencesFormSchema,
 } from '~/components/forms/branding-preferences-form';
 import { SettingsHeader } from '~/components/general/settings-header';
+import { BrandingUpsell } from '~/components/general/settings-upsell/branding-upsell';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
 
@@ -26,16 +26,12 @@ export function meta() {
 }
 
 export default function OrganisationSettingsBrandingPage() {
-  const { organisations } = useSession();
-
   const organisation = useCurrentOrganisation();
   const team = useOptionalCurrentTeam();
 
   const { t } = useLingui();
   const { toast } = useToast();
 
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
   const [cssWarnings, setCssWarnings] = useState<SanitizeBrandingCssWarning[]>([]);
 
   const {
@@ -122,17 +118,22 @@ export default function OrganisationSettingsBrandingPage() {
 
   const settingsHeaderText = t`Branding Preferences`;
 
-  const settingsHeaderSubtitle = isPersonalLayoutMode
+  const settingsHeaderSubtitle = team
-    ? t`Here you can set your general branding preferences.`
+    ? t`Here you can set branding preferences for your team.`
-    : team
+    : t`Here you can set branding preferences for your organisation. Teams will inherit these settings by default.`;
-      ? t`Here you can set branding preferences for your team.`
+
-      : t`Here you can set branding preferences for your organisation. Teams will inherit these settings by default.`;
+  const brandingPreferencesFormEnabled =
+    organisationWithSettings.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
 
   return (
-    <div className="max-w-2xl">
+    <div>
-      <SettingsHeader title={settingsHeaderText} subtitle={settingsHeaderSubtitle} />
+      <SettingsHeader
+        title={settingsHeaderText}
+        subtitle={settingsHeaderSubtitle}
+        hideDivider={!brandingPreferencesFormEnabled}
+      />
 
-      {organisationWithSettings.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED() ? (
+      {brandingPreferencesFormEnabled ? (
         <section>
           <BrandingPreferencesForm
             context="Organisation"
@@ -167,6 +168,8 @@ export default function OrganisationSettingsBrandingPage() {
             </Alert>
           )}
         </section>
+      ) : IS_DOCUMENSO_CLOUD() ? (
+        <BrandingUpsell />
       ) : (
         <Alert className="mt-8 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
           <div className="mb-4 sm:mb-0">
@@ -181,7 +184,7 @@ export default function OrganisationSettingsBrandingPage() {
 
           {canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole) && (
             <Button asChild variant="outline">
-              <Link to={isPersonalLayoutMode ? '/settings/billing' : `/o/${organisation.url}/settings/billing`}>
+              <Link to={`/o/${organisation.url}/settings/billing`}>
                 <Trans>Update Billing</Trans>
               </Link>
             </Button>

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.certificates.tsx

@@ -0,0 +1,80 @@
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { trpc } from '@documenso/trpc/react';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { useLingui } from '@lingui/react/macro';
+import { Loader } from 'lucide-react';
+
+import {
+  CertificatePreferencesForm,
+  type TCertificatePreferencesFormSchema,
+} from '~/components/forms/certificate-preferences-form';
+import { SettingsHeader } from '~/components/general/settings-header';
+
+export default function OrganisationSettingsCertificatesPage() {
+  const organisation = useCurrentOrganisation();
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const { data: organisationWithSettings, isLoading: isLoadingOrganisation } = trpc.organisation.get.useQuery({
+    organisationReference: organisation.url,
+  });
+
+  const { mutateAsync: updateOrganisationSettings } = trpc.organisation.settings.update.useMutation();
+
+  const onCertificatePreferencesFormSubmit = async (data: TCertificatePreferencesFormSchema) => {
+    try {
+      const { includeSigningCertificate, includeAuditLog } = data;
+
+      if (includeSigningCertificate === null || includeAuditLog === null) {
+        throw new Error('Should not be possible.');
+      }
+
+      await updateOrganisationSettings({
+        organisationId: organisation.id,
+        data: {
+          includeSigningCertificate,
+          includeAuditLog,
+        },
+      });
+
+      toast({
+        title: t`Certificate preferences updated`,
+        description: t`Your certificate preferences have been updated`,
+      });
+    } catch (err) {
+      toast({
+        title: t`Something went wrong!`,
+        description: t`We were unable to update your certificate preferences at this time, please try again later`,
+        variant: 'destructive',
+      });
+
+      throw err;
+    }
+  };
+
+  if (isLoadingOrganisation || !organisationWithSettings) {
+    return (
+      <div className="flex items-center justify-center rounded-lg py-32">
+        <Loader className="h-6 w-6 animate-spin text-muted-foreground" />
+      </div>
+    );
+  }
+
+  return (
+    <div>
+      <SettingsHeader
+        title={t`Certificates`}
+        subtitle={t`Here you can set certificate and audit log preferences for your organisation. Teams will inherit these settings by default.`}
+      />
+
+      <section>
+        <CertificatePreferencesForm
+          canInherit={false}
+          settings={organisationWithSettings.organisationGlobalSettings}
+          onFormSubmit={onCertificatePreferencesFormSubmit}
+        />
+      </section>
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.document.tsx

@@ -1,14 +1,10 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_AI_FEATURES_CONFIGURED } from '@documenso/lib/constants/app';
 import { DocumentSignatureType } from '@documenso/lib/constants/document';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
-import { useLoaderData } from 'react-router';
 
 import {
   DocumentPreferencesForm,
@@ -21,23 +17,12 @@ export function meta() {
   return appMetaTags(msg`Document Preferences`);
 }
 
-export const loader = () => {
-  return {
-    isAiFeaturesConfigured: IS_AI_FEATURES_CONFIGURED(),
-  };
-};
-
 export default function OrganisationSettingsDocumentPage() {
-  const { isAiFeaturesConfigured } = useLoaderData<typeof loader>();
-
-  const { organisations } = useSession();
   const organisation = useCurrentOrganisation();
 
   const { t } = useLingui();
   const { toast } = useToast();
 
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
   const { data: organisationWithSettings, isLoading: isLoadingOrganisation } = trpc.organisation.get.useQuery({
     organisationReference: organisation.url,
   });
@@ -51,24 +36,16 @@ export default function OrganisationSettingsDocumentPage() {
         documentLanguage,
         documentTimezone,
         documentDateFormat,
-        includeSenderDetails,
-        includeSigningCertificate,
-        includeAuditLog,
         signatureTypes,
         defaultRecipients,
         delegateDocumentOwnership,
         aiFeaturesEnabled,
-        envelopeExpirationPeriod,
-        reminderSettings,
       } = data;
 
       if (
         documentVisibility === null ||
         documentLanguage === null ||
         documentDateFormat === null ||
-        includeSenderDetails === null ||
-        includeSigningCertificate === null ||
-        includeAuditLog === null ||
         aiFeaturesEnabled === null
       ) {
         throw new Error('Should not be possible.');
@@ -81,17 +58,12 @@ export default function OrganisationSettingsDocumentPage() {
           documentLanguage,
           documentTimezone,
           documentDateFormat,
-          includeSenderDetails,
-          includeSigningCertificate,
-          includeAuditLog,
           defaultRecipients,
           typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
           uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
           drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
           delegateDocumentOwnership,
           aiFeaturesEnabled,
-          envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
-          reminderSettings: reminderSettings ?? undefined,
         },
       });
 
@@ -119,18 +91,15 @@ export default function OrganisationSettingsDocumentPage() {
   }
 
   const settingsHeaderText = t`Document Preferences`;
-  const settingsHeaderSubtitle = isPersonalLayoutMode
+  const settingsHeaderSubtitle = t`Here you can set document preferences for your organisation. Teams will inherit these settings by default.`;
-    ? t`Here you can set your general document preferences.`
-    : t`Here you can set document preferences for your organisation. Teams will inherit these settings by default.`;
 
   return (
-    <div className="max-w-2xl">
+    <div>
       <SettingsHeader title={settingsHeaderText} subtitle={settingsHeaderSubtitle} />
 
       <section>
         <DocumentPreferencesForm
           canInherit={false}
-          isAiFeaturesConfigured={isAiFeaturesConfigured}
           settings={organisationWithSettings.organisationGlobalSettings}
           onFormSubmit={onDocumentPreferencesFormSubmit}
         />

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.email-domains.$id.tsx

@@ -1,5 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { IS_BILLING_ENABLED, IS_DOCUMENSO_CLOUD } from '@documenso/lib/constants/app';
 import { generateEmailDomainRecords } from '@documenso/lib/utils/email-domains';
 import { trpc } from '@documenso/trpc/react';
 import type { TGetOrganisationEmailDomainResponse } from '@documenso/trpc/server/enterprise-router/get-organisation-email-domain.types';
@@ -27,8 +27,9 @@ import { OrganisationEmailDomainRecordsDialog } from '~/components/dialogs/organ
 import { OrganisationEmailUpdateDialog } from '~/components/dialogs/organisation-email-update-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { SettingsHeader } from '~/components/general/settings-header';
+import { EmailDomainsUpsell } from '~/components/general/settings-upsell/email-domains-upsell';
 
-import type { Route } from './+types/o.$orgUrl.settings.groups.$id';
+import type { Route } from './+types/o.$orgUrl.settings.email-domains.$id';
 
 export default function OrganisationEmailDomainSettingsPage({ params }: Route.ComponentProps) {
   const { t } = useLingui();
@@ -96,10 +97,23 @@ export default function OrganisationEmailDomainSettingsPage({ params }: Route.Co
     ] satisfies DataTableColumnDef<TGetOrganisationEmailDomainResponse['emails'][number]>[];
   }, [organisation]);
 
+  const pageHeader = t`Email Domain Settings`;
+  const pageSubtitle = t`Manage your email domain settings.`;
+
   if (!IS_BILLING_ENABLED()) {
     return null;
   }
 
+  if (!organisation.organisationClaim.flags.emailDomains && IS_DOCUMENSO_CLOUD()) {
+    return (
+      <div>
+        <SettingsHeader hideDivider title={pageHeader} subtitle={pageSubtitle} />
+
+        <EmailDomainsUpsell />
+      </div>
+    );
+  }
+
   if (isLoadingEmailDomain) {
     return <SpinnerBox className="py-32" />;
   }
@@ -132,7 +146,7 @@ export default function OrganisationEmailDomainSettingsPage({ params }: Route.Co
 
   return (
     <div>
-      <SettingsHeader title={t`Email Domain Settings`} subtitle={t`Manage your email domain settings.`}>
+      <SettingsHeader hideDivider title={pageHeader} subtitle={pageSubtitle}>
         <OrganisationEmailCreateDialog emailDomain={emailDomain} />
       </SettingsHeader>
 

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.email-domains._index.tsx

@@ -1,7 +1,6 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED, IS_DOCUMENSO_CLOUD } from '@documenso/lib/constants/app';
-import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
-import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
@@ -10,6 +9,7 @@ import { Link } from 'react-router';
 
 import { OrganisationEmailDomainCreateDialog } from '~/components/dialogs/organisation-email-domain-create-dialog';
 import { SettingsHeader } from '~/components/general/settings-header';
+import { EmailDomainsUpsell } from '~/components/general/settings-upsell/email-domains-upsell';
 import { OrganisationEmailDomainsDataTable } from '~/components/tables/organisation-email-domains-table';
 import { appMetaTags } from '~/utils/meta';
 
@@ -19,12 +19,9 @@ export function meta() {
 
 export default function OrganisationSettingsEmailDomains() {
   const { t } = useLingui();
-  const { organisations } = useSession();
 
   const organisation = useCurrentOrganisation();
 
-  const isPersonalLayoutMode = isPersonalLayout(organisations);
-
   const isEmailDomainsEnabled = organisation.organisationClaim.flags.emailDomains;
 
   if (!IS_BILLING_ENABLED()) {
@@ -33,7 +30,11 @@ export default function OrganisationSettingsEmailDomains() {
 
   return (
     <div>
-      <SettingsHeader title={t`Email Domains`} subtitle={t`Here you can add email domains to your organisation.`}>
+      <SettingsHeader
+        hideDivider
+        title={t`Email Domains`}
+        subtitle={t`Here you can add email domains to your organisation.`}
+      >
         {isEmailDomainsEnabled && <OrganisationEmailDomainCreateDialog />}
       </SettingsHeader>
 
@@ -41,6 +42,8 @@ export default function OrganisationSettingsEmailDomains() {
         <section>
           <OrganisationEmailDomainsDataTable />
         </section>
+      ) : IS_DOCUMENSO_CLOUD() ? (
+        <EmailDomainsUpsell />
       ) : (
         <Alert className="mt-8 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
           <div className="mb-4 sm:mb-0">
@@ -55,7 +58,7 @@ export default function OrganisationSettingsEmailDomains() {
 
           {canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole) && (
             <Button asChild variant="outline">
-              <Link to={isPersonalLayoutMode ? '/settings/billing' : `/o/${organisation.url}/settings/billing`}>
+              <Link to={`/o/${organisation.url}/settings/billing`}>
                 <Trans>Update Billing</Trans>
               </Link>
             </Button>

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.email.tsx

@@ -27,7 +27,7 @@ export default function OrganisationSettingsGeneral() {
 
   const onEmailPreferencesSubmit = async (data: TEmailPreferencesFormSchema) => {
     try {
-      const { emailId, emailReplyTo, emailDocumentSettings } = data;
+      const { emailId, emailReplyTo, emailDocumentSettings, includeSenderDetails } = data;
 
       await updateOrganisationSettings({
         organisationId: organisation.id,
@@ -36,6 +36,7 @@ export default function OrganisationSettingsGeneral() {
           emailReplyTo: emailReplyTo || null,
           // emailReplyToName,
           emailDocumentSettings,
+          includeSenderDetails: includeSenderDetails ?? undefined,
         },
       });
 
@@ -59,7 +60,7 @@ export default function OrganisationSettingsGeneral() {
   }
 
   return (
-    <div className="max-w-2xl">
+    <div>
       <SettingsHeader title={t`Email Preferences`} subtitle={t`You can manage your email preferences here.`} />
 
       <section>