chore: add translations

Co-authored-by: Ephraim Atta-Duncan <ephraimduncan68@gmail.com>

.env.example

@@ -29,6 +29,10 @@ NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
 # URL used by the web app to request itself (e.g. local background jobs)
 NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
 
+# [[SERVER]]
+# OPTIONAL: The port the server will listen on. Defaults to 3000.
+PORT=3000
+
 # [[DATABASE]]
 NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
 # Defines the URL to use for the database when running migrations and other commands that won't work with a connection pool.

CODE_STYLE.md

@@ -0,0 +1,692 @@
+# Documenso Code Style Guide
+
+This document captures the code style, patterns, and conventions used in the Documenso codebase. It covers both enforceable rules and subjective "taste" elements that make our code consistent and maintainable.
+
+## Table of Contents
+
+1. [General Principles](#general-principles)
+2. [TypeScript Conventions](#typescript-conventions)
+3. [Imports & Dependencies](#imports--dependencies)
+4. [Functions & Methods](#functions--methods)
+5. [React & Components](#react--components)
+6. [Error Handling](#error-handling)
+7. [Async/Await Patterns](#asyncawait-patterns)
+8. [Whitespace & Formatting](#whitespace--formatting)
+9. [Naming Conventions](#naming-conventions)
+10. [Pattern Matching](#pattern-matching)
+11. [Database & Prisma](#database--prisma)
+12. [TRPC Patterns](#trpc-patterns)
+
+---
+
+## General Principles
+
+- **Functional over Object-Oriented**: Prefer functional programming patterns over classes
+- **Explicit over Implicit**: Be explicit about types, return values, and error cases
+- **Early Returns**: Use guard clauses and early returns to reduce nesting
+- **Immutability**: Favor `const` over `let`; avoid mutation where possible
+
+---
+
+## TypeScript Conventions
+
+### Type Definitions
+
+```typescript
+// ✅ Prefer `type` over `interface`
+type CreateDocumentOptions = {
+  templateId: number;
+  userId: number;
+  recipients: Recipient[];
+};
+
+// ❌ Avoid interfaces unless absolutely necessary
+interface CreateDocumentOptions {
+  templateId: number;
+}
+```
+
+### Type Imports
+
+```typescript
+// ✅ Use `type` keyword for type-only imports
+import type { Document, Recipient } from '@prisma/client';
+import { DocumentStatus } from '@prisma/client';
+
+// Types in function signatures
+export const findDocuments = async ({ userId, teamId }: FindDocumentsOptions) => {
+  // ...
+};
+```
+
+### Inline Types for Function Parameters
+
+```typescript
+// ✅ Extract inline types to named types
+type FinalRecipient = Pick<Recipient, 'name' | 'email' | 'role' | 'authOptions'> & {
+  templateRecipientId: number;
+  fields: Field[];
+};
+
+const finalRecipients: FinalRecipient[] = [];
+```
+
+---
+
+## Imports & Dependencies
+
+### Import Organization
+
+Imports should be organized in the following order with blank lines between groups:
+
+```typescript
+// 1. React imports
+import { useCallback, useEffect, useMemo } from 'react';
+
+// 2. Third-party library imports (alphabetically)
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import type { Document, Recipient } from '@prisma/client';
+import { DocumentStatus, RecipientRole } from '@prisma/client';
+import { match } from 'ts-pattern';
+
+// 3. Internal package imports (from @documenso/*)
+import { AppError } from '@documenso/lib/errors/app-error';
+import { prisma } from '@documenso/prisma';
+import { Button } from '@documenso/ui/primitives/button';
+
+// 4. Relative imports
+import { getTeamById } from '../team/get-team';
+import type { FindResultResponse } from './types';
+```
+
+### Destructuring Imports
+
+```typescript
+// ✅ Destructure specific exports
+// ✅ Use type imports for types
+import type { Document } from '@prisma/client';
+
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+```
+
+---
+
+## Functions & Methods
+
+### Arrow Functions
+
+```typescript
+// ✅ Always use arrow functions for functions
+export const createDocument = async ({
+  userId,
+  title,
+}: CreateDocumentOptions) => {
+  // ...
+};
+
+// ✅ Callbacks and handlers
+const onSubmit = useCallback(async () => {
+  // ...
+}, [dependencies]);
+
+// ❌ Avoid regular function declarations
+function createDocument() {
+  // ...
+}
+```
+
+### Function Parameters
+
+```typescript
+// ✅ Use destructured object parameters for multiple params
+export const findDocuments = async ({
+  userId,
+  teamId,
+  status = ExtendedDocumentStatus.ALL,
+  page = 1,
+  perPage = 10,
+}: FindDocumentsOptions) => {
+  // ...
+};
+
+// ✅ Destructure on separate line when needed
+const onFormSubmit = form.handleSubmit(onSubmit);
+
+// ✅ Deconstruct nested properties explicitly
+const { user } = ctx;
+const { templateId } = input;
+```
+
+---
+
+## React & Components
+
+### Component Definition
+
+```typescript
+// ✅ Use const with arrow function
+export const AddSignersFormPartial = ({
+  documentFlow,
+  recipients,
+  fields,
+  onSubmit,
+}: AddSignersFormProps) => {
+  // ...
+};
+
+// ❌ Never use classes
+class MyComponent extends React.Component {
+  // ...
+}
+```
+
+### Hooks
+
+```typescript
+// ✅ Group related hooks together with blank line separation
+const { _ } = useLingui();
+const { toast } = useToast();
+
+const { currentStep, totalSteps, previousStep } = useStep();
+
+const form = useForm<TFormSchema>({
+  resolver: zodResolver(ZFormSchema),
+  defaultValues: {
+    // ...
+  },
+});
+```
+
+### Event Handlers
+
+```typescript
+// ✅ Use arrow functions with descriptive names
+const onFormSubmit = async () => {
+  await form.trigger();
+  // ...
+};
+
+const onFieldCopy = useCallback(
+  (event?: KeyboardEvent | null) => {
+    event?.preventDefault();
+    // ...
+  },
+  [dependencies],
+);
+
+// ✅ Inline handlers for simple operations
+<Button onClick={() => setOpen(false)}>Close</Button>
+```
+
+### State Management
+
+```typescript
+// ✅ Descriptive state names with auxiliary verbs
+const [isLoading, setIsLoading] = useState(false);
+const [hasError, setHasError] = useState(false);
+const [showAdvancedSettings, setShowAdvancedSettings] = useState(false);
+
+// ✅ Complex state in single useState when related
+const [coords, setCoords] = useState({
+  x: 0,
+  y: 0,
+});
+```
+
+---
+
+## Error Handling
+
+### Try-Catch Blocks
+
+```typescript
+// ✅ Use try-catch for operations that might fail
+try {
+  const document = await getDocumentById({
+    documentId: Number(documentId),
+    userId: user.id,
+  });
+
+  return {
+    status: 200,
+    body: document,
+  };
+} catch (err) {
+  return {
+    status: 404,
+    body: {
+      message: 'Document not found',
+    },
+  };
+}
+```
+
+### Throwing Errors
+
+```typescript
+// ✅ Use AppError for application errors
+throw new AppError(AppErrorCode.NOT_FOUND, {
+  message: 'Template not found',
+});
+
+// ✅ Use descriptive error messages
+if (!template) {
+  throw new AppError(AppErrorCode.NOT_FOUND, {
+    message: `Template with ID ${templateId} not found`,
+  });
+}
+```
+
+### Error Parsing on Frontend
+
+```typescript
+// ✅ Parse errors on the frontend
+try {
+  await updateOrganisation({ organisationId, data });
+} catch (err) {
+  const error = AppError.parseError(err);
+  console.error(error);
+
+  toast({
+    title: t`An error occurred`,
+    description: error.message,
+    variant: 'destructive',
+  });
+}
+```
+
+---
+
+## Async/Await Patterns
+
+### Async Function Definitions
+
+```typescript
+// ✅ Mark async functions clearly
+export const createDocument = async ({
+  userId,
+  title,
+}: Options): Promise<Document> => {
+  // ...
+};
+
+// ✅ Use await for promises
+const document = await prisma.document.create({ data });
+
+// ✅ Use Promise.all for parallel operations
+const [document, recipients] = await Promise.all([
+  getDocumentById({ documentId }),
+  getRecipientsForDocument({ documentId }),
+]);
+```
+
+### Void for Fire-and-Forget
+
+```typescript
+// ✅ Use void for intentionally unwaited promises
+void handleAutoSave();
+
+// ✅ Or in event handlers
+onClick={() => void onFormSubmit()}
+```
+
+---
+
+## Whitespace & Formatting
+
+### Blank Lines Between Concepts
+
+```typescript
+// ✅ Blank line after imports
+import { prisma } from '@documenso/prisma';
+
+export const findDocuments = async () => {
+  // ...
+};
+
+// ✅ Blank line between logical sections
+const user = await prisma.user.findFirst({ where: { id: userId } });
+
+let team = null;
+
+if (teamId !== undefined) {
+  team = await getTeamById({ userId, teamId });
+}
+
+// ✅ Blank line before return statements
+const result = await someOperation();
+
+return result;
+```
+
+### Function/Method Spacing
+
+```typescript
+// ✅ No blank lines between chained methods in same operation
+const documents = await prisma.document
+  .findMany({ where: { userId } })
+  .then((docs) => docs.map(maskTokens));
+
+// ✅ Blank line between different operations
+const document = await createDocument({ userId });
+
+await sendDocument({ documentId: document.id });
+
+return document;
+```
+
+### Object and Array Formatting
+
+```typescript
+// ✅ Multi-line when complex
+const options = {
+  userId,
+  teamId,
+  status: ExtendedDocumentStatus.ALL,
+  page: 1,
+};
+
+// ✅ Single line when simple
+const coords = { x: 0, y: 0 };
+
+// ✅ Array items on separate lines when objects
+const recipients = [
+  {
+    name: 'John',
+    email: 'john@example.com',
+  },
+  {
+    name: 'Jane',
+    email: 'jane@example.com',
+  },
+];
+```
+
+---
+
+## Naming Conventions
+
+### Variables
+
+```typescript
+// ✅ camelCase for variables and functions
+const documentId = 123;
+const onSubmit = () => {};
+
+// ✅ Descriptive names with auxiliary verbs for booleans
+const isLoading = false;
+const hasError = false;
+const canEdit = true;
+const shouldRender = true;
+
+// ✅ Prefix with $ for DOM elements
+const $page = document.querySelector('.page');
+const $inputRef = useRef<HTMLInputElement>(null);
+```
+
+### Types and Schemas
+
+```typescript
+// ✅ PascalCase for types
+type CreateDocumentOptions = {
+  userId: number;
+};
+
+// ✅ Prefix Zod schemas with Z
+const ZCreateDocumentSchema = z.object({
+  title: z.string(),
+});
+
+// ✅ Prefix type from Zod schema with T
+type TCreateDocumentSchema = z.infer<typeof ZCreateDocumentSchema>;
+```
+
+### Constants
+
+```typescript
+// ✅ UPPER_SNAKE_CASE for true constants
+const DEFAULT_DOCUMENT_DATE_FORMAT = 'dd/MM/yyyy';
+const MAX_FILE_SIZE = 1024 * 1024 * 5;
+
+// ✅ camelCase for const variables that aren't "constants"
+const userId = await getUserId();
+```
+
+### Functions
+
+```typescript
+// ✅ Verb-based names for functions
+const createDocument = async () => {};
+const findDocuments = async () => {};
+const updateDocument = async () => {};
+const deleteDocument = async () => {};
+
+// ✅ On prefix for event handlers
+const onSubmit = () => {};
+const onClick = () => {};
+const onFieldCopy = () => {}; // 'on' is also acceptable
+```
+
+### Clarity Over Brevity
+
+```typescript
+// ✅ Prefer descriptive names over abbreviations
+const superLongMethodThatIsCorrect = () => {};
+const recipientAuthenticationOptions = {};
+const documentMetadata = {};
+
+// ❌ Avoid abbreviations that sacrifice clarity
+const supLongMethThatIsCorrect = () => {};
+const recipAuthOpts = {};
+const docMeta = {};
+
+// ✅ Common abbreviations that are widely understood are acceptable
+const userId = 123;
+const htmlElement = document.querySelector('div');
+const apiResponse = await fetch('/api');
+```
+
+---
+
+## Pattern Matching
+
+### Using ts-pattern
+
+```typescript
+import { match } from 'ts-pattern';
+
+// ✅ Use match for complex conditionals
+const result = match(status)
+  .with(ExtendedDocumentStatus.DRAFT, () => ({
+    status: 'draft',
+  }))
+  .with(ExtendedDocumentStatus.PENDING, () => ({
+    status: 'pending',
+  }))
+  .with(ExtendedDocumentStatus.COMPLETED, () => ({
+    status: 'completed',
+  }))
+  .exhaustive();
+
+// ✅ Use .otherwise() for default case when not exhaustive
+const value = match(type)
+  .with('text', () => 'Text field')
+  .with('number', () => 'Number field')
+  .otherwise(() => 'Unknown field');
+```
+
+---
+
+## Database & Prisma
+
+### Query Structure
+
+```typescript
+// ✅ Destructure commonly used fields
+const { id, email, name } = user;
+
+// ✅ Use select to limit returned fields
+const user = await prisma.user.findFirst({
+  where: { id: userId },
+  select: {
+    id: true,
+    email: true,
+    name: true,
+  },
+});
+
+// ✅ Use include for relations
+const document = await prisma.document.findFirst({
+  where: { id: documentId },
+  include: {
+    recipients: true,
+    fields: true,
+  },
+});
+```
+
+### Transactions
+
+```typescript
+// ✅ Use transactions for related operations
+return await prisma.$transaction(async (tx) => {
+  const document = await tx.document.create({ data });
+
+  await tx.field.createMany({ data: fieldsData });
+
+  await tx.documentAuditLog.create({ data: auditData });
+
+  return document;
+});
+```
+
+### Where Clauses
+
+```typescript
+// ✅ Build complex where clauses separately
+const whereClause: Prisma.DocumentWhereInput = {
+  AND: [
+    { userId: user.id },
+    { deletedAt: null },
+    { status: { in: [DocumentStatus.DRAFT, DocumentStatus.PENDING] } },
+  ],
+};
+
+const documents = await prisma.document.findMany({
+  where: whereClause,
+});
+```
+
+---
+
+## TRPC Patterns
+
+### Router Structure
+
+```typescript
+// ✅ Destructure context and input at start
+.query(async ({ input, ctx }) => {
+  const { teamId } = ctx;
+  const { templateId } = input;
+
+  ctx.logger.info({
+    input: { templateId },
+  });
+
+  return await getTemplateById({
+    id: templateId,
+    userId: ctx.user.id,
+    teamId,
+  });
+});
+```
+
+### Request/Response Schemas
+
+```typescript
+// ✅ Name schemas clearly
+const ZCreateDocumentRequestSchema = z.object({
+  title: z.string(),
+  recipients: z.array(ZRecipientSchema),
+});
+
+const ZCreateDocumentResponseSchema = z.object({
+  documentId: z.number(),
+  status: z.string(),
+});
+```
+
+### Error Handling in TRPC
+
+```typescript
+// ✅ Catch and transform errors appropriately
+try {
+  const result = await createDocument({ userId, data });
+
+  return result;
+} catch (err) {
+  return AppError.toRestAPIError(err);
+}
+
+// ✅ Or throw AppError directly
+if (!template) {
+  throw new AppError(AppErrorCode.NOT_FOUND, {
+    message: 'Template not found',
+  });
+}
+```
+
+---
+
+## Additional Patterns
+
+### Optional Chaining
+
+```typescript
+// ✅ Use optional chaining for potentially undefined values
+const email = user?.email;
+const recipientToken = recipient?.token ?? '';
+
+// ✅ Use nullish coalescing for defaults
+const pageSize = perPage ?? 10;
+const status = documentStatus ?? DocumentStatus.DRAFT;
+```
+
+### Array Operations
+
+```typescript
+// ✅ Use functional array methods
+const activeRecipients = recipients.filter((r) => r.signingStatus === 'SIGNED');
+const recipientEmails = recipients.map((r) => r.email);
+const hasSignedRecipients = recipients.some((r) => r.signingStatus === 'SIGNED');
+
+// ✅ Use find instead of filter + [0]
+const recipient = recipients.find((r) => r.id === recipientId);
+```
+
+### Conditional Rendering
+
+```typescript
+// ✅ Use && for conditional rendering
+{isLoading && <Loader />}
+
+// ✅ Use ternary for either/or
+{isLoading ? <Loader /> : <Content />}
+
+// ✅ Extract complex conditions to variables
+const shouldShowAdvanced = isAdmin && hasPermission && !isDisabled;
+{shouldShowAdvanced && <AdvancedSettings />}
+```
+
+---
+
+## When in Doubt
+
+- **Consistency**: Follow the patterns you see in similar files
+- **Readability**: Favor code that's easy to read over clever one-liners
+- **Explicitness**: Be explicit rather than implicit
+- **Whitespace**: Use blank lines to separate logical sections
+- **Early Returns**: Use guard clauses to reduce nesting
+- **Functional**: Prefer functional patterns over imperative ones

apps/openpage-api/package.json

@@ -5,7 +5,7 @@
   "scripts": {
     "dev": "next dev -p 3003",
     "build": "next build",
-    "start": "next start",
+    "start": "next start -p 3003",
     "lint:fix": "next lint --fix",
     "clean": "rimraf .next && rimraf node_modules"
   },

apps/remix/app/components/dialogs/admin-organisation-member-update-dialog.tsx

@@ -0,0 +1,218 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { OrganisationMemberRole } from '@prisma/client';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { match } from 'ts-pattern';
+import { z } from 'zod';
+
+import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
+import { trpc } from '@documenso/trpc/react';
+import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type AdminOrganisationMemberUpdateDialogProps = {
+  trigger?: React.ReactNode;
+  organisationId: string;
+  organisationMember: TGetAdminOrganisationResponse['members'][number];
+  isOwner: boolean;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZUpdateOrganisationMemberFormSchema = z.object({
+  role: z.enum(['OWNER', 'ADMIN', 'MANAGER', 'MEMBER']),
+});
+
+type ZUpdateOrganisationMemberSchema = z.infer<typeof ZUpdateOrganisationMemberFormSchema>;
+
+export const AdminOrganisationMemberUpdateDialog = ({
+  trigger,
+  organisationId,
+  organisationMember,
+  isOwner,
+  ...props
+}: AdminOrganisationMemberUpdateDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+
+  // Determine the current role value for the form
+  const currentRoleValue = isOwner
+    ? 'OWNER'
+    : getHighestOrganisationRoleInGroup(
+        organisationMember.organisationGroupMembers.map((ogm) => ogm.group),
+      );
+  const organisationMemberName = organisationMember.user.name ?? organisationMember.user.email;
+
+  const form = useForm<ZUpdateOrganisationMemberSchema>({
+    resolver: zodResolver(ZUpdateOrganisationMemberFormSchema),
+    defaultValues: {
+      role: currentRoleValue,
+    },
+  });
+
+  const { mutateAsync: updateOrganisationMemberRole } =
+    trpc.admin.organisationMember.updateRole.useMutation();
+
+  const onFormSubmit = async ({ role }: ZUpdateOrganisationMemberSchema) => {
+    try {
+      await updateOrganisationMemberRole({
+        organisationId,
+        userId: organisationMember.userId,
+        role,
+      });
+
+      const roleLabel = match(role)
+        .with('OWNER', () => t`Owner`)
+        .with(OrganisationMemberRole.ADMIN, () => t`Admin`)
+        .with(OrganisationMemberRole.MANAGER, () => t`Manager`)
+        .with(OrganisationMemberRole.MEMBER, () => t`Member`)
+        .exhaustive();
+
+      toast({
+        title: t`Success`,
+        description:
+          role === 'OWNER'
+            ? t`Ownership transferred to ${organisationMemberName}.`
+            : t`Updated ${organisationMemberName} to ${roleLabel}.`,
+        duration: 5000,
+      });
+
+      setOpen(false);
+
+      // Refresh the page to show updated data
+      await navigate(0);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: t`An unknown error occurred`,
+        description: t`We encountered an unknown error while attempting to update this organisation member. Please try again later.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      return;
+    }
+
+    form.reset({
+      role: currentRoleValue,
+    });
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open, currentRoleValue, form]);
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button variant="secondary">
+            <Trans>Update role</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Update organisation member</Trans>
+          </DialogTitle>
+
+          <DialogDescription className="mt-4">
+            <Trans>
+              You are currently updating{' '}
+              <span className="font-bold">{organisationMemberName}.</span>
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset className="flex h-full flex-col" disabled={form.formState.isSubmitting}>
+              <FormField
+                control={form.control}
+                name="role"
+                render={({ field }) => (
+                  <FormItem className="w-full">
+                    <FormLabel required>
+                      <Trans>Role</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange}>
+                        <SelectTrigger className="text-muted-foreground">
+                          <SelectValue />
+                        </SelectTrigger>
+
+                        <SelectContent className="w-full" position="popper">
+                          <SelectItem value="OWNER">
+                            <Trans>Owner</Trans>
+                          </SelectItem>
+                          <SelectItem value={OrganisationMemberRole.ADMIN}>
+                            <Trans>Admin</Trans>
+                          </SelectItem>
+                          <SelectItem value={OrganisationMemberRole.MANAGER}>
+                            <Trans>Manager</Trans>
+                          </SelectItem>
+                          <SelectItem value={OrganisationMemberRole.MEMBER}>
+                            <Trans>Member</Trans>
+                          </SelectItem>
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <DialogFooter className="mt-4">
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Update</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx

@@ -15,18 +15,16 @@ import {
 import { AnimatePresence, motion } from 'framer-motion';
 import { InfoIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
 import { match } from 'ts-pattern';
 import * as z from 'zod';
 
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
-import { formatSigningLink } from '@documenso/lib/utils/recipients';
 import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
-import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
 import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { cn } from '@documenso/ui/lib/utils';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -65,6 +63,7 @@ export type EnvelopeDistributeDialogProps = {
     fields: Pick<Field, 'type' | 'recipientId'>[];
   };
   onDistribute?: () => Promise<void>;
+  documentRootPath: string;
   trigger?: React.ReactNode;
 };
 
@@ -89,6 +88,7 @@ export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFo
 export const EnvelopeDistributeDialog = ({
   envelope,
   trigger,
+  documentRootPath,
   onDistribute,
 }: EnvelopeDistributeDialogProps) => {
   const organisation = useCurrentOrganisation();
@@ -97,6 +97,7 @@ export const EnvelopeDistributeDialog = ({
 
   const { toast } = useToast();
   const { t } = useLingui();
+  const navigate = useNavigate();
 
   const [isOpen, setIsOpen] = useState(false);
 
@@ -163,6 +164,14 @@ export const EnvelopeDistributeDialog = ({
 
       await onDistribute?.();
 
+      let redirectPath = `${documentRootPath}/${envelope.id}`;
+
+      if (meta.distributionMethod === DocumentDistributionMethod.NONE) {
+        redirectPath += '?action=copy-links';
+      }
+
+      await navigate(redirectPath);
+
       toast({
         title: t`Envelope distributed`,
         description: t`Your envelope has been distributed successfully.`,
@@ -198,6 +207,7 @@ export const EnvelopeDistributeDialog = ({
             <Trans>Recipients will be able to sign the document once sent</Trans>
           </DialogDescription>
         </DialogHeader>
+
         {!invalidEnvelopeCode ? (
           <Form {...form}>
             <form onSubmit={handleSubmit(onFormSubmit)}>
@@ -220,7 +230,11 @@ export const EnvelopeDistributeDialog = ({
                   </TabsList>
                 </Tabs>
 
-                <div className="min-h-72">
+                <div
+                  className={cn('min-h-72', {
+                    'min-h-[23rem]': organisation.organisationClaim.flags.emailDomains,
+                  })}
+                >
                   <AnimatePresence initial={false} mode="wait">
                     {distributionMethod === DocumentDistributionMethod.EMAIL && (
                       <motion.div
@@ -355,73 +369,18 @@ export const EnvelopeDistributeDialog = ({
                         exit={{ opacity: 0, transition: { duration: 0.15 } }}
                         className="min-h-60 rounded-lg border"
                       >
-                        {envelope.status === DocumentStatus.DRAFT ? (
+                        <div className="text-muted-foreground py-24 text-center text-sm">
-                          <div className="text-muted-foreground py-24 text-center text-sm">
+                          <p>
-                            <p>
+                            <Trans>We won't send anything to notify recipients.</Trans>
-                              <Trans>We won't send anything to notify recipients.</Trans>
+                          </p>
-                            </p>
 
-                            <p className="mt-2">
+                          <p className="mt-2">
-                              <Trans>
+                            <Trans>
-                                We will generate signing links for you, which you can send to the
+                              We will generate signing links for you, which you can send to the
-                                recipients through your method of choice.
+                              recipients through your method of choice.
-                              </Trans>
+                            </Trans>
-                            </p>
+                          </p>
-                          </div>
+                        </div>
-                        ) : (
-                          <ul className="text-muted-foreground divide-y">
-                            {/* Todo: Envelopes - I don't think this section shows up */}
-
-                            {recipients.length === 0 && (
-                              <li className="flex flex-col items-center justify-center py-6 text-sm">
-                                <Trans>No recipients</Trans>
-                              </li>
-                            )}
-
-                            {recipients.map((recipient) => (
-                              <li
-                                key={recipient.id}
-                                className="flex items-center justify-between px-4 py-3 text-sm"
-                              >
-                                <AvatarWithText
-                                  avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
-                                  primaryText={
-                                    <p className="text-muted-foreground text-sm">
-                                      {recipient.email}
-                                    </p>
-                                  }
-                                  secondaryText={
-                                    <p className="text-muted-foreground/70 text-xs">
-                                      {t(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
-                                    </p>
-                                  }
-                                />
-
-                                {recipient.role !== RecipientRole.CC && (
-                                  <CopyTextButton
-                                    value={formatSigningLink(recipient.token)}
-                                    onCopySuccess={() => {
-                                      toast({
-                                        title: t`Copied to clipboard`,
-                                        description: t`The signing link has been copied to your clipboard.`,
-                                      });
-                                    }}
-                                    badgeContentUncopied={
-                                      <p className="ml-1 text-xs">
-                                        <Trans>Copy</Trans>
-                                      </p>
-                                    }
-                                    badgeContentCopied={
-                                      <p className="ml-1 text-xs">
-                                        <Trans>Copied</Trans>
-                                      </p>
-                                    }
-                                  />
-                                )}
-                              </li>
-                            ))}
-                          </ul>
-                        )}
                       </motion.div>
                     )}
                   </AnimatePresence>

apps/remix/app/components/dialogs/envelope-download-dialog.tsx

@@ -213,8 +213,6 @@ export const EnvelopeDownloadDialog = ({
               </div>
             ))
           )}
-
-          {/* Todo: Envelopes - Download all button */}
         </div>
       </DialogContent>
     </Dialog>

apps/remix/app/components/forms/editor/editor-field-signature-form.tsx

@@ -1,6 +1,7 @@
 import { useEffect } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
 import { useForm, useWatch } from 'react-hook-form';
 import type { z } from 'zod';
 
@@ -60,7 +61,12 @@ export const EditorFieldSignatureForm = ({
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
-          <EditorGenericFontSizeField formControl={form.control} />
+          <div>
+            <EditorGenericFontSizeField formControl={form.control} />
+            <p className="text-muted-foreground mt-0.5 text-xs">
+              <Trans>The typed signature font size</Trans>
+            </p>
+          </div>
         </fieldset>
       </form>
     </Form>

apps/remix/app/components/general/direct-template/direct-template-page.tsx

@@ -89,7 +89,10 @@ export const DirectTemplatePageView = ({
     setStep('sign');
   };
 
-  const onSignDirectTemplateSubmit = async (fields: DirectTemplateLocalField[]) => {
+  const onSignDirectTemplateSubmit = async (
+    fields: DirectTemplateLocalField[],
+    nextSigner?: { name: string; email: string },
+  ) => {
     try {
       let directTemplateExternalId = searchParams?.get('externalId') || undefined;
 
@@ -98,6 +101,7 @@ export const DirectTemplatePageView = ({
       }
 
       const { token } = await createDocumentFromDirectTemplate({
+        nextSigner,
         directTemplateToken,
         directTemplateExternalId,
         directRecipientName: fullName,

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

@@ -55,10 +55,13 @@ import { DocumentSigningRecipientProvider } from '../document-signing/document-s
 
 export type DirectTemplateSigningFormProps = {
   flowStep: DocumentFlowStep;
-  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
+  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'>;
   directRecipientFields: Field[];
   template: Omit<TTemplate, 'user'>;
-  onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
+  onSubmit: (
+    _data: DirectTemplateLocalField[],
+    _nextSigner?: { name: string; email: string },
+  ) => Promise<void>;
 };
 
 export type DirectTemplateLocalField = Field & {
@@ -149,7 +152,7 @@ export const DirectTemplateSigningForm = ({
     validateFieldsInserted(fieldsRequiringValidation);
   };
 
-  const handleSubmit = async () => {
+  const handleSubmit = async (nextSigner?: { name: string; email: string }) => {
     setValidateUninsertedFields(true);
 
     const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
@@ -161,7 +164,7 @@ export const DirectTemplateSigningForm = ({
     setIsSubmitting(true);
 
     try {
-      await onSubmit(localFields);
+      await onSubmit(localFields, nextSigner);
     } catch {
       setIsSubmitting(false);
     }
@@ -218,6 +221,30 @@ export const DirectTemplateSigningForm = ({
     setLocalFields(updatedFields);
   }, []);
 
+  const nextRecipient = useMemo(() => {
+    if (
+      !template.templateMeta?.signingOrder ||
+      template.templateMeta.signingOrder !== 'SEQUENTIAL' ||
+      !template.templateMeta.allowDictateNextSigner
+    ) {
+      return undefined;
+    }
+
+    const sortedRecipients = template.recipients.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 === directRecipient.id);
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : undefined;
+  }, [template.templateMeta?.signingOrder, template.recipients, directRecipient.id]);
+
   return (
     <DocumentSigningRecipientProvider recipient={directRecipient}>
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
@@ -417,11 +444,15 @@ export const DirectTemplateSigningForm = ({
 
           <DocumentSigningCompleteDialog
             isSubmitting={isSubmitting}
-            onSignatureComplete={async () => handleSubmit()}
+            onSignatureComplete={async (nextSigner) => handleSubmit(nextSigner)}
             documentTitle={template.title}
             fields={localFields}
             fieldsValidated={fieldsValidated}
             recipient={directRecipient}
+            allowDictateNextSigner={nextRecipient && template.templateMeta?.allowDictateNextSigner}
+            defaultNextSigner={
+              nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
+            }
           />
         </div>
       </DocumentFlowFormContainerFooter>

apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx

@@ -8,11 +8,13 @@ import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitive
 export type DocumentSigningAttachmentsPopoverProps = {
   envelopeId: string;
   token: string;
+  trigger?: React.ReactNode;
 };
 
 export const DocumentSigningAttachmentsPopover = ({
   envelopeId,
   token,
+  trigger,
 }: DocumentSigningAttachmentsPopoverProps) => {
   const { data: attachments } = trpc.envelope.attachment.find.useQuery({
     envelopeId,
@@ -26,15 +28,17 @@ export const DocumentSigningAttachmentsPopover = ({
   return (
     <Popover>
       <PopoverTrigger asChild>
-        <Button variant="outline" className="gap-2">
+        {trigger ?? (
-          <PaperclipIcon className="h-4 w-4" />
+          <Button variant="outline" className="gap-2">
-          <span>
+            <PaperclipIcon className="h-4 w-4" />
-            <Trans>Attachments</Trans>{' '}
+            <span>
-            {attachments && attachments.data.length > 0 && (
+              <Trans>Attachments</Trans>{' '}
-              <span className="ml-1">({attachments.data.length})</span>
+              {attachments && attachments.data.length > 0 && (
-            )}
+                <span className="ml-1">({attachments.data.length})</span>
-          </span>
+              )}
-        </Button>
+            </span>
+          </Button>
+        )}
       </PopoverTrigger>
 
       <PopoverContent className="w-96" align="start">

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

@@ -9,7 +9,7 @@ import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentSigningAuthPageViewProps = {
-  email: string;
+  email?: string;
   emailHasAccount?: boolean;
 };
 
@@ -22,12 +22,18 @@ export const DocumentSigningAuthPageView = ({
 
   const [isSigningOut, setIsSigningOut] = useState(false);
 
-  const handleChangeAccount = async (email: string) => {
+  const handleChangeAccount = async (email?: string) => {
     try {
       setIsSigningOut(true);
 
+      let redirectPath = '/signin';
+
+      if (email) {
+        redirectPath = emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`;
+      }
+
       await authClient.signOut({
-        redirectPath: emailHasAccount ? `/signin#email=${email}` : `/signup#email=${email}`,
+        redirectPath,
       });
     } catch {
       toast({
@@ -49,9 +55,13 @@ export const DocumentSigningAuthPageView = ({
         </h1>
 
         <p className="text-muted-foreground mt-2 text-sm">
-          <Trans>
+          {email ? (
-            You need to be logged in as <strong>{email}</strong> to view this page.
+            <Trans>
-          </Trans>
+              You need to be logged in as <strong>{email}</strong> to view this page.
+            </Trans>
+          ) : (
+            <Trans>You need to be logged in to view this page.</Trans>
+          )}
         </p>
 
         <Button

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

@@ -24,7 +24,10 @@ type PasskeyData = {
   isError: boolean;
 };
 
-type SigningAuthRecipient = Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
+type SigningAuthRecipient = Pick<
+  Recipient,
+  'authOptions' | 'email' | 'role' | 'name' | 'token' | 'id'
+>;
 
 export type DocumentSigningAuthContextValue = {
   executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;

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

@@ -304,7 +304,6 @@ export const DocumentSigningCompleteDialog = ({
                 <form onSubmit={form.handleSubmit(onFormSubmit)}>
                   {allowDictateNextSigner && defaultNextSigner && (
                     <div className="mb-4 flex flex-col gap-4">
-                      {/* Todo: Envelopes - Should we say "The next recipient to sign this document will be"? */}
                       <div className="flex flex-col gap-4 md:flex-row">
                         <FormField
                           control={form.control}

apps/remix/app/components/general/document-signing/document-signing-page-view-v2.tsx

@@ -3,7 +3,7 @@ import { lazy, useMemo } from 'react';
 import { Plural, Trans } from '@lingui/react/macro';
 import { EnvelopeType, RecipientRole } from '@prisma/client';
 import { motion } from 'framer-motion';
-import { ArrowLeftIcon, BanIcon, DownloadCloudIcon } from 'lucide-react';
+import { ArrowLeftIcon, BanIcon, DownloadCloudIcon, PaperclipIcon } from 'lucide-react';
 import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -75,7 +75,7 @@ export const DocumentSigningPageViewV2 = () => {
       <EnvelopeSignerHeader />
 
       {/* Main Content Area */}
-      <div className="flex h-[calc(100vh-73px)] w-screen">
+      <div className="flex h-[calc(100vh-4rem)] w-screen">
         {/* Left Section - Step Navigation */}
         <div className="bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
           <div className="px-4">
@@ -121,12 +121,16 @@ export const DocumentSigningPageViewV2 = () => {
                 <Trans>Actions</Trans>
               </h4>
 
-              <div className="w-full">
+              <DocumentSigningAttachmentsPopover
-                <DocumentSigningAttachmentsPopover
+                envelopeId={envelope.id}
-                  envelopeId={envelope.id}
+                token={recipient.token}
-                  token={recipient.token}
+                trigger={
-                />
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
-              </div>
+                    <PaperclipIcon className="mr-2 h-4 w-4" />
+                    <Trans>Attachments</Trans>
+                  </Button>
+                }
+              />
 
               <EnvelopeDownloadDialog
                 envelopeId={envelope.id}

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

@@ -8,6 +8,7 @@ import {
   RecipientRole,
   SigningStatus,
 } from '@prisma/client';
+import { prop, sortBy } from 'remeda';
 
 import { isBase64Image } from '@documenso/lib/constants/signatures';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -165,7 +166,29 @@ export const EnvelopeSigningProvider = ({
    * The fields that are still required to be signed by the actual recipient.
    */
   const recipientFieldsRemaining = useMemo(() => {
-    return envelopeData.recipient.fields.filter((field) => isFieldUnsignedAndRequired(field));
+    const requiredFields = envelopeData.recipient.fields
+      .filter((field) => isFieldUnsignedAndRequired(field))
+      .map((field) => {
+        const envelopeItem = envelope.envelopeItems.find(
+          (item) => item.id === field.envelopeItemId,
+        );
+
+        if (!envelopeItem) {
+          throw new Error('Missing envelope item');
+        }
+
+        return {
+          ...field,
+          envelopeItemOrder: envelopeItem.order,
+        };
+      });
+
+    return sortBy(
+      requiredFields,
+      [prop('envelopeItemOrder'), 'asc'],
+      [prop('page'), 'asc'],
+      [prop('positionY'), 'asc'],
+    );
   }, [envelopeData.recipient.fields]);
 
   /**
@@ -262,8 +285,6 @@ export const EnvelopeSigningProvider = ({
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
   const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
-    console.log('insertField', fieldId, fieldValue);
-
     // Set the field locally for direct templates.
     if (isDirectTemplate) {
       handleDirectTemplateFieldInsertion(fieldId, fieldValue);

apps/remix/app/components/general/document/document-certificate-qr-view.tsx

@@ -4,7 +4,10 @@ import { Trans } from '@lingui/react/macro';
 import type { DocumentData, EnvelopeItem } from '@prisma/client';
 import { DateTime } from 'luxon';
 
-import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import {
+  EnvelopeRenderProvider,
+  useCurrentEnvelopeRender,
+} from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
@@ -92,6 +95,60 @@ export const DocumentCertificateQRView = ({
         </Dialog>
       )}
 
+      {internalVersion === 2 ? (
+        <EnvelopeRenderProvider envelope={{ envelopeItems }}>
+          <DocumentCertificateQrV2
+            title={title}
+            recipientCount={recipientCount}
+            formattedDate={formattedDate}
+          />
+        </EnvelopeRenderProvider>
+      ) : (
+        <>
+          <div className="flex w-full flex-col justify-between gap-4 md:flex-row md:items-end">
+            <div className="space-y-1">
+              <h1 className="text-xl font-medium">{title}</h1>
+              <div className="text-muted-foreground flex flex-col gap-0.5 text-sm">
+                <p>
+                  <Trans>{recipientCount} recipients</Trans>
+                </p>
+
+                <p>
+                  <Trans>Completed on {formattedDate}</Trans>
+                </p>
+              </div>
+            </div>
+
+            <ShareDocumentDownloadButton
+              title={title}
+              documentData={envelopeItems[0].documentData}
+            />
+          </div>
+
+          <div className="mt-12 w-full">
+            <PDFViewer key={envelopeItems[0].id} documentData={envelopeItems[0].documentData} />
+          </div>
+        </>
+      )}
+    </div>
+  );
+};
+
+type DocumentCertificateQrV2Props = {
+  title: string;
+  recipientCount: number;
+  formattedDate: string;
+};
+
+const DocumentCertificateQrV2 = ({
+  title,
+  recipientCount,
+  formattedDate,
+}: DocumentCertificateQrV2Props) => {
+  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  return (
+    <div className="flex min-h-screen flex-col items-start">
       <div className="flex w-full flex-col justify-between gap-4 md:flex-row md:items-end">
         <div className="space-y-1">
           <h1 className="text-xl font-medium">{title}</h1>
@@ -106,21 +163,18 @@ export const DocumentCertificateQRView = ({
           </div>
         </div>
 
-        <ShareDocumentDownloadButton title={title} documentData={envelopeItems[0].documentData} />
+        {currentEnvelopeItem && (
+          <ShareDocumentDownloadButton
+            title={title}
+            documentData={currentEnvelopeItem.documentData}
+          />
+        )}
       </div>
 
       <div className="mt-12 w-full">
-        {internalVersion === 2 ? (
+        <EnvelopeRendererFileSelector className="mb-4 p-0" fields={[]} secondaryOverride={''} />
-          <EnvelopeRenderProvider envelope={{ envelopeItems }}>
-            <EnvelopeRendererFileSelector className="mb-4 p-0" fields={[]} secondaryOverride={''} />
 
-            <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+        <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
-          </EnvelopeRenderProvider>
-        ) : (
-          <>
-            <PDFViewer key={envelopeItems[0].id} documentData={envelopeItems[0].documentData} />
-          </>
-        )}
       </div>
     </div>
   );

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

@@ -1,7 +1,10 @@
+import { useEffect, useState } from 'react';
+
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
+import { TooltipArrow } from '@radix-ui/react-tooltip';
 import {
   AlertTriangle,
   CheckIcon,
@@ -12,7 +15,7 @@ import {
   PlusIcon,
   UserIcon,
 } from 'lucide-react';
-import { Link } from 'react-router';
+import { Link, useSearchParams } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
@@ -24,6 +27,12 @@ import { SignatureIcon } from '@documenso/ui/icons/signature';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { PopoverHover } from '@documenso/ui/primitives/popover';
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentPageViewRecipientsProps = {
@@ -37,8 +46,24 @@ export const DocumentPageViewRecipients = ({
 }: DocumentPageViewRecipientsProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
+  const [searchParams, setSearchParams] = useSearchParams();
 
   const recipients = envelope.recipients;
+  const [shouldHighlightCopyButtons, setShouldHighlightCopyButtons] = useState(false);
+
+  // Check for action=view-tokens query parameter and set highlighting state
+  useEffect(() => {
+    const hasViewTokensAction = searchParams.get('action') === 'copy-links';
+
+    if (hasViewTokensAction) {
+      setShouldHighlightCopyButtons(true);
+
+      // Remove the query parameter immediately
+      const params = new URLSearchParams(searchParams);
+      params.delete('action');
+      setSearchParams(params);
+    }
+  }, [searchParams, setSearchParams]);
 
   return (
     <section className="dark:bg-background border-border bg-widget flex flex-col rounded-xl border">
@@ -69,7 +94,7 @@ export const DocumentPageViewRecipients = ({
           </li>
         )}
 
-        {recipients.map((recipient) => (
+        {recipients.map((recipient, i) => (
           <li key={recipient.id} className="flex items-center justify-between px-4 py-2.5 text-sm">
             <AvatarWithText
               avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
@@ -159,15 +184,33 @@ export const DocumentPageViewRecipients = ({
               {envelope.status === DocumentStatus.PENDING &&
                 recipient.signingStatus === SigningStatus.NOT_SIGNED &&
                 recipient.role !== RecipientRole.CC && (
-                  <CopyTextButton
+                  <TooltipProvider>
-                    value={formatSigningLink(recipient.token)}
+                    <Tooltip open={shouldHighlightCopyButtons && i === 0}>
-                    onCopySuccess={() => {
+                      <TooltipTrigger asChild>
-                      toast({
+                        <div
-                        title: _(msg`Copied to clipboard`),
+                          className={shouldHighlightCopyButtons ? 'animate-pulse' : ''}
-                        description: _(msg`The signing link has been copied to your clipboard.`),
+                          onClick={() => setShouldHighlightCopyButtons(false)}
-                      });
+                        >
-                    }}
+                          <CopyTextButton
-                  />
+                            value={formatSigningLink(recipient.token)}
+                            onCopySuccess={() => {
+                              toast({
+                                title: _(msg`Copied to clipboard`),
+                                description: _(
+                                  msg`The signing link has been copied to your clipboard.`,
+                                ),
+                              });
+                              setShouldHighlightCopyButtons(false);
+                            }}
+                          />
+                        </div>
+                      </TooltipTrigger>
+                      <TooltipContent sideOffset={2}>
+                        <Trans>Copy Signing Links</Trans>
+                        <TooltipArrow className="fill-background" />
+                      </TooltipContent>
+                    </Tooltip>
+                  </TooltipProvider>
                 )}
             </div>
           </li>

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page-renderer.tsx

@@ -57,8 +57,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
   );
 
   const handleResizeOrMove = (event: KonvaEventObject<Event>) => {
-    console.log('Field resized or moved');
-
     const { current: container } = canvasElement;
 
     if (!container) {
@@ -273,9 +271,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
         return;
       }
 
-      console.log(`pointerPosition.x: ${pointerPosition.x}`);
-      console.log(`pointerPosition.y: ${pointerPosition.y}`);
-
       x1 = pointerPosition.x / scale;
       y1 = pointerPosition.y / scale;
       x2 = pointerPosition.x / scale;

apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx

@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { FieldType, RecipientRole } from '@prisma/client';
 import { FileTextIcon } from 'lucide-react';
+import { Link } from 'react-router';
 import { isDeepEqual } from 'remeda';
 import { match } from 'ts-pattern';
 
@@ -20,6 +21,7 @@ import type {
   TNameFieldMeta,
   TNumberFieldMeta,
   TRadioFieldMeta,
+  TSignatureFieldMeta,
   TTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
@@ -37,6 +39,7 @@ import { EditorFieldInitialsForm } from '~/components/forms/editor/editor-field-
 import { EditorFieldNameForm } from '~/components/forms/editor/editor-field-name-form';
 import { EditorFieldNumberForm } from '~/components/forms/editor/editor-field-number-form';
 import { EditorFieldRadioForm } from '~/components/forms/editor/editor-field-radio-form';
+import { EditorFieldSignatureForm } from '~/components/forms/editor/editor-field-signature-form';
 import { EditorFieldTextForm } from '~/components/forms/editor/editor-field-text-form';
 
 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
@@ -61,7 +64,7 @@ const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
 };
 
 export const EnvelopeEditorFieldsPage = () => {
-  const { envelope, editorFields } = useCurrentEnvelopeEditor();
+  const { envelope, editorFields, relativePath } = useCurrentEnvelopeEditor();
 
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
 
@@ -104,12 +107,12 @@ export const EnvelopeEditorFieldsPage = () => {
 
   return (
     <div className="relative flex h-full">
-      <div className="flex w-full flex-col">
+      <div className="flex w-full flex-col overflow-y-auto">
         {/* Horizontal envelope item selector */}
         <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
         {/* Document View */}
-        <div className="mt-4 flex justify-center p-4">
+        <div className="mt-4 flex h-full justify-center p-4">
           {currentEnvelopeItem !== null ? (
             <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorFieldsPageRenderer} />
           ) : (
@@ -128,7 +131,7 @@ export const EnvelopeEditorFieldsPage = () => {
 
       {/* Right Section - Form Fields Panel */}
       {currentEnvelopeItem && (
-        <div className="bg-background border-border sticky top-0 h-[calc(100vh-73px)] w-80 flex-shrink-0 overflow-y-auto border-l py-4">
+        <div className="bg-background border-border sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l py-4">
           {/* Recipient selector section. */}
           <section className="px-4">
             <h3 className="text-foreground mb-2 text-sm font-semibold">
@@ -137,8 +140,14 @@ export const EnvelopeEditorFieldsPage = () => {
 
             {envelope.recipients.length === 0 ? (
               <Alert variant="warning">
-                <AlertDescription>
+                <AlertDescription className="flex flex-col gap-2">
                   <Trans>You need at least one recipient to add fields</Trans>
+
+                  <Link to={`${relativePath.editorPath}`} className="text-sm">
+                    <p>
+                      <Trans>Click here to add a recipient</Trans>
+                    </p>
+                  </Link>
                 </AlertDescription>
               </Alert>
             ) : (
@@ -182,7 +191,7 @@ export const EnvelopeEditorFieldsPage = () => {
 
           {/* Field details section. */}
           <AnimateGenericFadeInOut key={editorFields.selectedField?.formId}>
-            {selectedField && selectedField.type !== FieldType.SIGNATURE && (
+            {selectedField && (
               <section>
                 <Separator className="my-4" />
 
@@ -192,6 +201,12 @@ export const EnvelopeEditorFieldsPage = () => {
                   </h3>
 
                   {match(selectedField.type)
+                    .with(FieldType.SIGNATURE, () => (
+                      <EditorFieldSignatureForm
+                        value={selectedField?.fieldMeta as TSignatureFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
                     .with(FieldType.CHECKBOX, () => (
                       <EditorFieldCheckboxForm
                         value={selectedField?.fieldMeta as TCheckboxFieldMeta | undefined}

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

@@ -37,7 +37,6 @@ export default function EnvelopeEditorHeader() {
     updateEnvelope,
     autosaveError,
     relativePath,
-    syncEnvelope,
     editorFields,
   } = useCurrentEnvelopeEditor();
 
@@ -152,7 +151,7 @@ export default function EnvelopeEditorHeader() {
                   ...envelope,
                   fields: editorFields.localFields,
                 }}
-                onDistribute={syncEnvelope}
+                documentRootPath={relativePath.documentRootPath}
                 trigger={
                   <Button size="sm">
                     <SendIcon className="mr-2 h-4 w-4" />

apps/remix/app/components/general/envelope-editor/envelope-editor-preview-page.tsx

@@ -33,7 +33,7 @@ export const EnvelopeEditorPreviewPage = () => {
 
   return (
     <div className="relative flex h-full">
-      <div className="flex w-full flex-col">
+      <div className="flex w-full flex-col overflow-y-auto">
         {/* Horizontal envelope item selector */}
         <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
@@ -82,7 +82,7 @@ export const EnvelopeEditorPreviewPage = () => {
 
       {/* Right Section - Form Fields Panel */}
       {currentEnvelopeItem && false && (
-        <div className="sticky top-0 h-[calc(100vh-73px)] w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
+        <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
           {/* Add fields section. */}
           <section className="px-4">
             {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">

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

@@ -14,7 +14,7 @@ import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@
 import { motion } from 'framer-motion';
 import { GripVerticalIcon, HelpCircleIcon, PlusIcon, TrashIcon } from 'lucide-react';
 import { useFieldArray, useForm, useWatch } from 'react-hook-form';
-import { prop, sortBy } from 'remeda';
+import { isDeepEqual, prop, sortBy } from 'remeda';
 import { z } from 'zod';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
@@ -148,8 +148,7 @@ export const EnvelopeEditorRecipientForm = () => {
     },
   });
 
-  // Always show advanced settings if any recipient has auth options.
+  const recipientHasAuthSettings = useMemo(() => {
-  const alwaysShowAdvancedSettings = useMemo(() => {
     const recipientHasAuthOptions = recipients.find((recipient) => {
       const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
 
@@ -165,7 +164,7 @@ export const EnvelopeEditorRecipientForm = () => {
     return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
   }, [recipients, form]);
 
-  const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(recipientHasAuthSettings);
   const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false);
 
   const {
@@ -464,7 +463,7 @@ export const EnvelopeEditorRecipientForm = () => {
     const formValueSigners = formValues.signers || [];
 
     // Remove the last signer if it's empty.
-    const recipients = formValueSigners.filter((signer, i) => {
+    const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
       if (i === formValueSigners.length - 1 && signer.email === '') {
         return false;
       }
@@ -474,26 +473,48 @@ export const EnvelopeEditorRecipientForm = () => {
 
     const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
       ...formValues,
-      signers: recipients,
+      signers: nonEmptyRecipients,
     });
 
-    if (validatedFormValues.success) {
+    if (!validatedFormValues.success) {
-      console.log('validatedFormValues', validatedFormValues);
+      return;
+    }
 
+    const { data } = validatedFormValues;
+
+    const hasSigningOrderChanged = envelope.documentMeta.signingOrder !== data.signingOrder;
+    const hasAllowDictateNextSignerChanged =
+      envelope.documentMeta.allowDictateNextSigner !== data.allowDictateNextSigner;
+
+    const hasSignersChanged =
+      data.signers.length !== recipients.length ||
+      data.signers.some((signer) => {
+        const recipient = recipients.find((recipient) => recipient.id === signer.id);
+
+        if (!recipient) {
+          return true;
+        }
+
+        return (
+          signer.email !== recipient.email ||
+          signer.name !== recipient.name ||
+          signer.role !== recipient.role ||
+          signer.signingOrder !== recipient.signingOrder ||
+          !isDeepEqual(signer.actionAuth, recipient.authOptions?.actionAuth)
+        );
+      });
+
+    if (hasSignersChanged) {
       setRecipientsDebounced(validatedFormValues.data.signers);
+    }
 
-      if (
+    if (hasSigningOrderChanged || hasAllowDictateNextSignerChanged) {
-        validatedFormValues.data.signingOrder !== envelope.documentMeta.signingOrder ||
+      updateEnvelope({
-        validatedFormValues.data.allowDictateNextSigner !==
+        meta: {
-          envelope.documentMeta.allowDictateNextSigner
+          signingOrder: validatedFormValues.data.signingOrder,
-      ) {
+          allowDictateNextSigner: validatedFormValues.data.allowDictateNextSigner,
-        updateEnvelope({
+        },
-          meta: {
+      });
-            signingOrder: validatedFormValues.data.signingOrder,
-            allowDictateNextSigner: validatedFormValues.data.allowDictateNextSigner,
-          },
-        });
-      }
     }
   }, [formValues]);
 
@@ -534,17 +555,16 @@ export const EnvelopeEditorRecipientForm = () => {
         <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
           <Form {...form}>
             <div className="bg-accent/50 -mt-2 mb-2 space-y-4 rounded-md p-4">
-              {!alwaysShowAdvancedSettings && organisation.organisationClaim.flags.cfr21 && (
+              {organisation.organisationClaim.flags.cfr21 && (
                 <div className="flex flex-row items-center">
                   <Checkbox
                     id="showAdvancedRecipientSettings"
-                    className="h-5 w-5"
                     checked={showAdvancedSettings}
                     onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
                   />
 
                   <label
-                    className="text-muted-foreground ml-2 text-sm"
+                    className="ml-2 text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
                     htmlFor="showAdvancedRecipientSettings"
                   >
                     <Trans>Show advanced settings</Trans>
@@ -703,171 +723,48 @@ export const EnvelopeEditorRecipientForm = () => {
                             <motion.fieldset
                               data-native-id={signer.id}
                               disabled={isSubmitting || !canRecipientBeModified(signer.id)}
-                              className={cn('grid grid-cols-10 items-end gap-2 pb-2', {
+                              className={cn('pb-2', {
-                                'border-b pt-2': showAdvancedSettings,
+                                'border-b pb-4':
-                                'grid-cols-12 pr-3': isSigningOrderSequential,
+                                  showAdvancedSettings && index !== signers.length - 1,
+                                'pt-2': showAdvancedSettings && index === 0,
+                                'pr-3': isSigningOrderSequential,
                               })}
                             >
-                              {isSigningOrderSequential && (
+                              <div className="flex flex-row items-center gap-x-2">
-                                <FormField
+                                {isSigningOrderSequential && (
-                                  control={form.control}
-                                  name={`signers.${index}.signingOrder`}
-                                  render={({ field }) => (
-                                    <FormItem
-                                      className={cn(
-                                        'col-span-1 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={signers.length}
-                                          data-testid="signing-order-input"
-                                          className={cn(
-                                            'w-full 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', {
-                                      'mb-6':
-                                        form.formState.errors.signers?.[index] &&
-                                        !form.formState.errors.signers[index]?.email,
-                                      'col-span-4': !showAdvancedSettings,
-                                      'col-span-5': showAdvancedSettings,
-                                    })}
-                                  >
-                                    {!showAdvancedSettings && index === 0 && (
-                                      <FormLabel required>
-                                        <Trans>Email</Trans>
-                                      </FormLabel>
-                                    )}
-
-                                    <FormControl>
-                                      <RecipientAutoCompleteInput
-                                        type="email"
-                                        placeholder={t`Email`}
-                                        value={field.value}
-                                        disabled={
-                                          snapshot.isDragging ||
-                                          isSubmitting ||
-                                          !canRecipientBeModified(signer.id)
-                                        }
-                                        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({
-                                      'mb-6':
-                                        form.formState.errors.signers?.[index] &&
-                                        !form.formState.errors.signers[index]?.name,
-                                      'col-span-4': !showAdvancedSettings,
-                                      'col-span-5': showAdvancedSettings,
-                                    })}
-                                  >
-                                    {!showAdvancedSettings && index === 0 && (
-                                      <FormLabel>
-                                        <Trans>Name</Trans>
-                                      </FormLabel>
-                                    )}
-
-                                    <FormControl>
-                                      <RecipientAutoCompleteInput
-                                        type="text"
-                                        placeholder={t`Name`}
-                                        {...field}
-                                        disabled={
-                                          snapshot.isDragging ||
-                                          isSubmitting ||
-                                          !canRecipientBeModified(signer.id)
-                                        }
-                                        options={recipientSuggestions}
-                                        onSelect={(suggestion) =>
-                                          handleRecipientAutoCompleteSelect(index, suggestion)
-                                        }
-                                        onSearchQueryChange={(query) => {
-                                          field.onChange(query);
-                                          setRecipientSearchQuery(query);
-                                        }}
-                                        loading={isLoading}
-                                        maxLength={255}
-                                      />
-                                    </FormControl>
-
-                                    <FormMessage />
-                                  </FormItem>
-                                )}
-                              />
-
-                              {showAdvancedSettings &&
-                                organisation.organisationClaim.flags.cfr21 && (
                                   <FormField
                                     control={form.control}
-                                    name={`signers.${index}.actionAuth`}
+                                    name={`signers.${index}.signingOrder`}
                                     render={({ field }) => (
                                       <FormItem
-                                        className={cn('col-span-8', {
+                                        className={cn(
-                                          'mb-6':
+                                          'mt-auto flex items-center gap-x-1 space-y-0',
-                                            form.formState.errors.signers?.[index] &&
+                                          {
-                                            !form.formState.errors.signers[index]?.actionAuth,
+                                            'mb-6':
-                                          'col-span-10': isSigningOrderSequential,
+                                              form.formState.errors.signers?.[index] &&
-                                        })}
+                                              !form.formState.errors.signers[index]?.signingOrder,
+                                          },
+                                        )}
                                       >
+                                        <GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
                                         <FormControl>
-                                          <RecipientActionAuthSelect
+                                          <Input
+                                            type="number"
+                                            max={signers.length}
+                                            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}
-                                            onValueChange={field.onChange}
+                                            onChange={(e) => {
+                                              field.onChange(e);
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            onBlur={(e) => {
+                                              field.onBlur();
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
                                             disabled={
                                               snapshot.isDragging ||
                                               isSubmitting ||
@@ -875,20 +772,109 @@ export const EnvelopeEditorRecipientForm = () => {
                                             }
                                           />
                                         </FormControl>
-
                                         <FormMessage />
                                       </FormItem>
                                     )}
                                   />
                                 )}
 
-                              <div className="col-span-2 flex gap-x-2">
+                                <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 required>
+                                          <Trans>Email</Trans>
+                                        </FormLabel>
+                                      )}
+
+                                      <FormControl>
+                                        <RecipientAutoCompleteInput
+                                          type="email"
+                                          placeholder={t`Email`}
+                                          value={field.value}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                          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`Name`}
+                                          {...field}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                          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', {
+                                      className={cn('mt-auto w-fit', {
                                         'mb-6':
                                           form.formState.errors.signers?.[index] &&
                                           !form.formState.errors.signers[index]?.role,
@@ -916,14 +902,11 @@ export const EnvelopeEditorRecipientForm = () => {
                                   )}
                                 />
 
-                                <button
+                                <Button
-                                  type="button"
+                                  variant="ghost"
-                                  className={cn(
+                                  className={cn('mt-auto px-2', {
-                                    'mt-auto inline-flex h-10 w-10 items-center justify-center hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                                    'mb-6': form.formState.errors.signers?.[index],
-                                    {
+                                  })}
-                                      'mb-6': form.formState.errors.signers?.[index],
-                                    },
-                                  )}
                                   data-testid="remove-signer-button"
                                   disabled={
                                     snapshot.isDragging ||
@@ -934,8 +917,40 @@ export const EnvelopeEditorRecipientForm = () => {
                                   onClick={() => onRemoveSigner(index)}
                                 >
                                   <TrashIcon className="h-4 w-4" />
-                                </button>
+                                </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>
                         )}

apps/remix/app/components/general/envelope-editor/envelope-editor-settings-dialog.tsx

@@ -355,7 +355,7 @@ export const EnvelopeEditorSettingsDialog = ({
           <Form {...form}>
             <form onSubmit={form.handleSubmit(onFormSubmit)}>
               <fieldset
-                className="flex min-h-[45rem] w-full flex-col space-y-6 px-6 pt-6"
+                className="flex h-[45rem] max-h-[calc(100vh-14rem)] w-full flex-col space-y-6 overflow-y-auto px-6 pt-6"
                 disabled={form.formState.isSubmitting}
                 key={activeTab}
               >

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

@@ -81,7 +81,6 @@ export default function EnvelopeEditor() {
     isAutosaving,
     flushAutosave,
     relativePath,
-    syncEnvelope,
     editorFields,
   } = useCurrentEnvelopeEditor();
 
@@ -157,7 +156,7 @@ export default function EnvelopeEditor() {
       <EnvelopeEditorHeader />
 
       {/* Main Content Area */}
-      <div className="flex h-[calc(100vh-73px)] w-screen">
+      <div className="flex h-[calc(100vh-4rem)] w-screen">
         {/* Left Section - Step Navigation */}
         <div className="bg-background border-border flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4">
           {/* Left section step selector. */}
@@ -251,7 +250,7 @@ export default function EnvelopeEditor() {
                   ...envelope,
                   fields: editorFields.localFields,
                 }}
-                onDistribute={syncEnvelope}
+                documentRootPath={relativePath.documentRootPath}
                 trigger={
                   <Button variant="ghost" size="sm" className="w-full justify-start">
                     <SendIcon className="mr-2 h-4 w-4" />
@@ -369,16 +368,14 @@ export default function EnvelopeEditor() {
         </div>
 
         {/* Main Content - Changes based on current step */}
-        <div className="flex-1 overflow-y-auto">
+        <AnimateGenericFadeInOut className="flex-1 overflow-y-auto" key={currentStep}>
-          <AnimateGenericFadeInOut key={currentStep}>
+          {match({ currentStep, isStepLoading })
-            {match({ currentStep, isStepLoading })
+            .with({ isStepLoading: true }, () => <SpinnerBox className="py-32" />)
-              .with({ isStepLoading: true }, () => <SpinnerBox className="py-32" />)
+            .with({ currentStep: 'upload' }, () => <EnvelopeEditorUploadPage />)
-              .with({ currentStep: 'upload' }, () => <EnvelopeEditorUploadPage />)
+            .with({ currentStep: 'addFields' }, () => <EnvelopeEditorFieldsPage />)
-              .with({ currentStep: 'addFields' }, () => <EnvelopeEditorFieldsPage />)
+            .with({ currentStep: 'preview' }, () => <EnvelopeEditorPreviewPage />)
-              .with({ currentStep: 'preview' }, () => <EnvelopeEditorPreviewPage />)
+            .exhaustive()}
-              .exhaustive()}
+        </AnimateGenericFadeInOut>
-          </AnimateGenericFadeInOut>
-        </div>
       </div>
     </div>
   );

apps/remix/app/components/general/envelope-editor/envelope-file-selector.tsx

@@ -20,7 +20,8 @@ export const EnvelopeItemSelector = ({
 }: EnvelopeItemSelectorProps) => {
   return (
     <button
-      className={`flex min-w-0 flex-shrink-0 cursor-pointer items-center space-x-3 rounded-lg border px-4 py-3 transition-colors ${
+      title={typeof primaryText === 'string' ? primaryText : undefined}
+      className={`flex h-fit max-w-72 flex-shrink-0 cursor-pointer items-center space-x-3 rounded-lg border px-4 py-3 transition-colors ${
         isSelected
           ? 'border-green-200 bg-green-50 text-green-900 dark:border-green-400/30 dark:bg-green-400/10 dark:text-green-400'
           : 'border-border bg-muted/50 hover:bg-muted/70'
@@ -39,7 +40,7 @@ export const EnvelopeItemSelector = ({
         <div className="text-xs text-gray-500">{secondaryText}</div>
       </div>
       <div
-        className={cn('h-2 w-2 rounded-full', {
+        className={cn('h-2 w-2 flex-shrink-0 rounded-full', {
           'bg-green-500': isSelected,
         })}
       ></div>
@@ -61,7 +62,7 @@ export const EnvelopeRendererFileSelector = ({
   const { envelopeItems, currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
   return (
-    <div className={cn('flex h-fit space-x-2 overflow-x-auto p-4', className)}>
+    <div className={cn('flex h-fit flex-shrink-0 space-x-2 overflow-x-auto p-4', className)}>
       {envelopeItems.map((doc, i) => (
         <EnvelopeItemSelector
           key={doc.id}

apps/remix/app/components/general/envelope-editor/envelope-generic-page-renderer.tsx

@@ -12,7 +12,7 @@ import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 export default function EnvelopeGenericPageRenderer() {
   const { i18n } = useLingui();
 
-  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, fields, getRecipientColorKey } = useCurrentEnvelopeRender();
 
   const {
     stage,
@@ -60,8 +60,7 @@ export default function EnvelopeGenericPageRenderer() {
       translations: getClientSideFieldTranslations(i18n),
       pageWidth: unscaledViewport.width,
       pageHeight: unscaledViewport.height,
-      // color: getRecipientColorKey(field.recipientId),
+      color: getRecipientColorKey(field.recipientId),
-      color: 'purple', // Todo
       editable: false,
       mode: 'sign',
     });
@@ -80,7 +79,7 @@ export default function EnvelopeGenericPageRenderer() {
   };
 
   /**
-   * Render fields when they are added or removed from the localFields.
+   * Render fields when they are added or removed
    */
   useEffect(() => {
     if (!pageLayer.current || !stage.current) {
@@ -93,14 +92,12 @@ export default function EnvelopeGenericPageRenderer() {
         group.name() === 'field-group' &&
         !localPageFields.some((field) => field.id.toString() === group.id())
       ) {
-        console.log('Field removed, removing from canvas');
         group.destroy();
       }
     });
 
     // If it exists, rerender.
     localPageFields.forEach((field) => {
-      console.log('Field created/updated, rendering on canvas');
       renderFieldOnLayer(field);
     });
 

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

@@ -127,6 +127,7 @@ export const EnvelopeSignerCompleteDialog = () => {
             isBase64,
           };
         }),
+        nextSigner,
       });
 
       const redirectUrl = envelope.documentMeta.redirectUrl;

apps/remix/app/components/general/folder/folder-grid.tsx

@@ -6,6 +6,7 @@ import { FolderIcon, HomeIcon } from 'lucide-react';
 import { Link } from 'react-router';
 
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { IS_ENVELOPES_ENABLED } from '@documenso/lib/constants/app';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
@@ -98,7 +99,7 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
         </div>
 
         <div className="flex gap-4 sm:flex-row sm:justify-end">
-          {organisation.organisationClaim.flags.allowEnvelopes && (
+          {(IS_ENVELOPES_ENABLED || organisation.organisationClaim.flags.allowEnvelopes) && (
             <EnvelopeUploadButton type={type} folderId={parentId || undefined} />
           )}
 

apps/remix/app/components/general/share-document-download-button.tsx

@@ -15,7 +15,6 @@ export type ShareDocumentDownloadButtonProps = {
   documentData: DocumentData;
 };
 
-// Todo: Envelopes - Support multiple item downloads.
 export const ShareDocumentDownloadButton = ({
   title,
   documentData,

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

@@ -116,7 +116,7 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
 
         {!user.emailVerified && <VerifyEmailBanner email={user.email} />}
 
-        {banner && <AppBanner banner={banner} />}
+        {banner && !hideHeader && <AppBanner banner={banner} />}
 
         {!hideHeader && <Header />}
 

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

@@ -34,6 +34,7 @@ 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 { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { SettingsHeader } from '~/components/general/settings-header';
 
@@ -71,23 +72,6 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
       },
     });
 
-  const { mutateAsync: promoteToOwner, isPending: isPromotingToOwner } =
-    trpc.admin.organisationMember.promoteToOwner.useMutation({
-      onSuccess: () => {
-        toast({
-          title: t`Success`,
-          description: t`Member promoted to owner successfully`,
-        });
-      },
-      onError: () => {
-        toast({
-          title: t`Error`,
-          description: t`We couldn't promote the member to owner. Please try again.`,
-          variant: 'destructive',
-        });
-      },
-    });
-
   const teamsColumns = useMemo(() => {
     return [
       {
@@ -120,23 +104,24 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
       },
       {
         header: t`Actions`,
-        cell: ({ row }) => (
+        cell: ({ row }) => {
-          <div className="flex justify-end space-x-2">
+          const isOwner = row.original.userId === organisation?.ownerUserId;
-            <Button
+
-              variant="outline"
+          return (
-              disabled={row.original.userId === organisation?.ownerUserId}
+            <div className="flex justify-end space-x-2">
-              loading={isPromotingToOwner}
+              <AdminOrganisationMemberUpdateDialog
-              onClick={async () =>
+                trigger={
-                promoteToOwner({
+                  <Button variant="outline">
-                  organisationId,
+                    <Trans>Update role</Trans>
-                  userId: row.original.userId,
+                  </Button>
-                })
+                }
-              }
+                organisationId={organisationId}
-            >
+                organisationMember={row.original}
-              <Trans>Promote to owner</Trans>
+                isOwner={isOwner}
-            </Button>
+              />
-          </div>
+            </div>
-        ),
+          );
+        },
       },
     ] satisfies DataTableColumnDef<TGetAdminOrganisationResponse['members'][number]>[];
   }, [organisation]);

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id._index.tsx

@@ -148,6 +148,7 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
             <EnvelopeRenderProvider
               envelope={envelope}
               fields={envelope.status == DocumentStatus.COMPLETED ? [] : envelope.fields}
+              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
             >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.$id.edit.tsx

@@ -99,7 +99,11 @@ export default function EnvelopeEditorPage({ params }: Route.ComponentProps) {
 
   return (
     <EnvelopeEditorProvider initialEnvelope={envelope}>
-      <EnvelopeRenderProvider envelope={envelope}>
+      <EnvelopeRenderProvider
+        envelope={envelope}
+        fields={envelope.fields}
+        recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+      >
         <EnvelopeEditor />
       </EnvelopeRenderProvider>
     </EnvelopeEditorProvider>

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates.$id._index.tsx

@@ -168,7 +168,11 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
       <div className="mt-6 grid w-full grid-cols-12 gap-8">
         {envelope.internalVersion === 2 ? (
           <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
-            <EnvelopeRenderProvider envelope={envelope} fields={envelope.fields}>
+            <EnvelopeRenderProvider
+              envelope={envelope}
+              fields={envelope.fields}
+              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+            >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />
               )}

apps/remix/app/routes/_recipient+/d.$token+/_index.tsx

@@ -8,7 +8,6 @@ import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/env
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/envelope/get-envelope-for-direct-template-signing';
-import { getEnvelopeRequiredAccessData } from '@documenso/lib/server-only/envelope/get-envelope-required-access-data';
 import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
@@ -98,15 +97,12 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
         envelopeForSigning,
       } as const;
     })
-    .catch(async (e) => {
+    .catch((e) => {
       const error = AppError.parseError(e);
 
       if (error.code === AppErrorCode.UNAUTHORIZED) {
-        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
-
         return {
           isDocumentAccessValid: false,
-          ...requiredAccessData,
         } as const;
       }
 
@@ -226,20 +222,21 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
   const user = sessionData?.user;
 
   if (!data.isDocumentAccessValid) {
-    return (
+    return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
-      <DocumentSigningAuthPageView
-        email={data.recipientEmail}
-        emailHasAccount={!!data.recipientHasAccount}
-      />
-    );
   }
 
   const { envelope, recipient } = data.envelopeForSigning;
 
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+  });
+
+  const isEmailForced = derivedRecipientAccessAuth.includes(DocumentAccessAuth.ACCOUNT);
+
   return (
     <EnvelopeSigningProvider
       envelopeData={data.envelopeForSigning}
-      email={''} // Doing this allows us to let users change the email if they want to.
+      email={isEmailForced ? user?.email || '' : ''} // Doing this allows us to let users change the email if they want to for non-auth templates.
       fullName={user?.name}
       signature={user?.signature}
     >

apps/remix/server/main.js

@@ -30,4 +30,6 @@ server.use(
 
 const handler = handle(build, server);
 
-serve({ fetch: handler.fetch, port: 3000 });
+const port = parseInt(process.env.PORT || '3000', 10);
+
+serve({ fetch: handler.fetch, port });

apps/remix/vite.config.ts

@@ -21,7 +21,7 @@ export default defineConfig({
     },
   },
   server: {
-    port: 3000,
+    port: parseInt(process.env.PORT || '3000', 10),
     strictPort: true,
   },
   plugins: [

packages/app-tests/e2e/admin/organisations/update-organisation-member-role.spec.ts

@@ -68,15 +68,29 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
   // Test promoting a MEMBER to owner
   const memberRow = page.getByRole('row', { name: memberUser.email });
 
-  // Find and click the "Promote to owner" button for the member
+  // Find and click the "Update role" button for the member
-  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  const updateRoleButton = memberRow.getByRole('button', {
-  await expect(promoteButton).toBeVisible();
+    name: 'Update role',
-  await expect(promoteButton).not.toBeDisabled();
+  });
+  await expect(updateRoleButton).toBeVisible();
+  await expect(updateRoleButton).not.toBeDisabled();
 
-  await promoteButton.click();
+  await updateRoleButton.click();
 
-  // Verify success toast appears
+  // Wait for dialog to open and select Owner role
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Reload the page to see the changes
   await page.reload();
@@ -89,12 +103,18 @@ test('[ADMIN]: promote member to owner', async ({ page }) => {
   const previousOwnerRow = page.getByRole('row', { name: ownerUser.email });
   await expect(previousOwnerRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
 
-  // Verify that the promote button is now disabled for the new owner
+  // Verify that the Update role button exists for the new owner and shows Owner as current role
-  const newOwnerPromoteButton = newOwnerRow.getByRole('button', { name: 'Promote to owner' });
+  const newOwnerUpdateButton = newOwnerRow.getByRole('button', {
-  await expect(newOwnerPromoteButton).toBeDisabled();
+    name: 'Update role',
+  });
+  await expect(newOwnerUpdateButton).toBeVisible();
 
-  // Test that we can't promote the current owner (button should be disabled)
+  // Verify clicking it shows the dialog with Owner already selected
-  await expect(newOwnerPromoteButton).toHaveAttribute('disabled');
+  await newOwnerUpdateButton.click();
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Close the dialog without making changes
+  await page.getByRole('button', { name: 'Cancel' }).click();
 });
 
 test('[ADMIN]: promote manager to owner', async ({ page }) => {
@@ -130,10 +150,26 @@ test('[ADMIN]: promote manager to owner', async ({ page }) => {
 
   // Promote the manager to owner
   const managerRow = page.getByRole('row', { name: managerUser.email });
-  const promoteButton = managerRow.getByRole('button', { name: 'Promote to owner' });
+  const updateRoleButton = managerRow.getByRole('button', {
+    name: 'Update role',
+  });
 
-  await promoteButton.click();
+  await updateRoleButton.click();
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Reload and verify the change
   await page.reload();
@@ -173,14 +209,27 @@ test('[ADMIN]: promote admin member to owner', async ({ page }) => {
 
   // Promote the admin member to owner
   const adminMemberRow = page.getByRole('row', { name: adminMemberUser.email });
-  const promoteButton = adminMemberRow.getByRole('button', { name: 'Promote to owner' });
+  const updateRoleButton = adminMemberRow.getByRole('button', {
-
+    name: 'Update role',
-  await promoteButton.click();
-
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
   });
 
+  await updateRoleButton.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
+
   // Reload and verify the change
   await page.reload();
   await expect(adminMemberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
@@ -249,11 +298,25 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
   await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
 
   // Promote member to owner
-  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  const updateRoleButton = memberRow.getByRole('button', {
-  await promoteButton.click();
+    name: 'Update role',
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
   });
+  await updateRoleButton.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Reload page to see updated state
   await page.reload();
@@ -262,9 +325,11 @@ test('[ADMIN]: verify role hierarchy after promotion', async ({ page }) => {
   memberRow = page.getByRole('row', { name: memberUser.email });
   await expect(memberRow.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
 
-  // Verify the promote button is now disabled for the new owner
+  // Verify the Update role button exists and shows Owner as current role
-  const newOwnerPromoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  const newOwnerUpdateButton = memberRow.getByRole('button', {
-  await expect(newOwnerPromoteButton).toBeDisabled();
+    name: 'Update role',
+  });
+  await expect(newOwnerUpdateButton).toBeVisible();
 
   // Sign in as the newly promoted user to verify they have owner permissions
   await apiSignin({
@@ -336,28 +401,56 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {
 
   // First promotion: Member 1 becomes owner
   let member1Row = page.getByRole('row', { name: member1User.email });
-  let promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
+  let updateRoleButton1 = member1Row.getByRole('button', {
-  await promoteButton1.click();
+    name: 'Update role',
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
   });
+  await updateRoleButton1.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   await page.reload();
 
-  // Verify Member 1 is now owner and button is disabled
+  // Verify Member 1 is now owner
   member1Row = page.getByRole('row', { name: member1User.email });
   await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
-  promoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
+  updateRoleButton1 = member1Row.getByRole('button', { name: 'Update role' });
-  await expect(promoteButton1).toBeDisabled();
+  await expect(updateRoleButton1).toBeVisible();
 
   // Second promotion: Member 2 becomes the new owner
   const member2Row = page.getByRole('row', { name: member2User.email });
-  const promoteButton2 = member2Row.getByRole('button', { name: 'Promote to owner' });
+  const updateRoleButton2 = member2Row.getByRole('button', {
-  await expect(promoteButton2).not.toBeDisabled();
+    name: 'Update role',
-  await promoteButton2.click();
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
   });
+  await expect(updateRoleButton2).toBeVisible();
+  await updateRoleButton2.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   await page.reload();
 
@@ -365,9 +458,11 @@ test('[ADMIN]: multiple promotions in sequence', async ({ page }) => {
   await expect(member2Row.getByRole('status').filter({ hasText: 'Owner' })).toBeVisible();
   await expect(member1Row.getByRole('status').filter({ hasText: 'Owner' })).not.toBeVisible();
 
-  // Verify Member 1's promote button is now enabled again
+  // Verify Member 1's Update role button is still visible
-  const newPromoteButton1 = member1Row.getByRole('button', { name: 'Promote to owner' });
+  const newUpdateButton1 = member1Row.getByRole('button', {
-  await expect(newPromoteButton1).not.toBeDisabled();
+    name: 'Update role',
+  });
+  await expect(newUpdateButton1).toBeVisible();
 });
 
 test('[ADMIN]: verify organisation access after ownership change', async ({ page }) => {
@@ -402,11 +497,25 @@ test('[ADMIN]: verify organisation access after ownership change', async ({ page
   });
 
   const memberRow = page.getByRole('row', { name: memberUser.email });
-  const promoteButton = memberRow.getByRole('button', { name: 'Promote to owner' });
+  const updateRoleButton = memberRow.getByRole('button', {
-  await promoteButton.click();
+    name: 'Update role',
-  await expect(page.getByText('Member promoted to owner successfully').first()).toBeVisible({
-    timeout: 10_000,
   });
+  await updateRoleButton.click();
+
+  // Wait for dialog to open and select Owner role
+  await expect(page.getByRole('dialog')).toBeVisible();
+
+  // Find and click the select trigger - it's a button with role="combobox"
+  await page.getByRole('dialog').locator('button[role="combobox"]').click();
+
+  // Select "Owner" from the dropdown options
+  await page.getByRole('option', { name: 'Owner' }).click();
+
+  // Click Update button
+  await page.getByRole('dialog').getByRole('button', { name: 'Update' }).click();
+
+  // Wait for dialog to close (indicates success)
+  await expect(page.getByRole('dialog')).not.toBeVisible({ timeout: 10_000 });
 
   // Test that the new owner can access organisation settings
   await apiSignin({

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

@@ -1,9 +1,12 @@
 import { expect, test } from '@playwright/test';
+import { DocumentSigningOrder, RecipientRole } from '@prisma/client';
 import { customAlphabet } from 'nanoid';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 import { formatDirectTemplatePath } from '@documenso/lib/utils/templates';
+import { prisma } from '@documenso/prisma';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedDirectTemplate, seedTemplate } from '@documenso/prisma/seed/templates';
 import { seedTestEmail, seedUser } from '@documenso/prisma/seed/users';
@@ -121,7 +124,7 @@ test('[DIRECT_TEMPLATES]: delete direct template link', async ({ page }) => {
   await expect(page.getByText('404 not found')).toBeVisible();
 });
 
-test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) => {
+test('[DIRECT_TEMPLATES]: V1 direct template link auth access', async ({ page }) => {
   const { user, team } = await seedUser();
 
   const directTemplateWithAuth = await seedDirectTemplate({
@@ -153,6 +156,53 @@ test('[DIRECT_TEMPLATES]: direct template link auth access', async ({ page }) =>
 
   await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
   await expect(page.getByLabel('Email')).toBeDisabled();
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
+});
+
+test('[DIRECT_TEMPLATES]: V2 direct template link auth access', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const directTemplateWithAuth = await seedDirectTemplate({
+    title: 'Personal direct template link',
+    userId: user.id,
+    teamId: team.id,
+    internalVersion: 2,
+    createTemplateOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: ['ACCOUNT'],
+        globalActionAuth: [],
+      }),
+    },
+  });
+
+  const directTemplatePath = formatDirectTemplatePath(
+    directTemplateWithAuth.directLink?.token || '',
+  );
+
+  await page.goto(directTemplatePath);
+
+  await expect(page.getByText('Authentication required')).toBeVisible();
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  await page.goto(directTemplatePath);
+
+  await expect(page.getByRole('heading', { name: 'Personal direct template link' })).toBeVisible();
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByLabel('Your Email')).not.toBeVisible();
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
 });
 
 test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ page }) => {
@@ -175,6 +225,9 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
   await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
 
   await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByText('Next Recipient Name')).not.toBeVisible();
+
   await page.getByRole('button', { name: 'Complete' }).click();
   await page.getByRole('button', { name: 'Sign' }).click();
   await page.waitForURL(/\/sign/);
@@ -183,3 +236,173 @@ test('[DIRECT_TEMPLATES]: use direct template link with 1 recipient', async ({ p
   // Add a longer waiting period to ensure document status is updated
   await page.waitForTimeout(3000);
 });
+
+test('[DIRECT_TEMPLATES]: V1 use direct template link with 2 recipients with next signer dictation', async ({
+  page,
+}) => {
+  const { team, owner, organisation } = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  // Should be visible to team members.
+  const template = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: template.documentMetaId,
+    },
+    data: {
+      allowDictateNextSigner: true,
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const originalName = 'Signer 2';
+  const originalSecondSignerEmail = seedTestEmail();
+
+  // Add another signer
+  await prisma.recipient.create({
+    data: {
+      signingOrder: 2,
+      envelopeId: template.id,
+      email: originalSecondSignerEmail,
+      name: originalName,
+      token: Math.random().toString().slice(2, 7),
+      role: RecipientRole.SIGNER,
+    },
+  });
+
+  // Check that the direct template link is accessible.
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.waitForTimeout(100);
+  await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  await expect(page.getByText('Next Recipient Name')).toBeVisible();
+
+  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
+  expect(nextRecipientNameInputValue).toBe(originalName);
+
+  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
+  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
+
+  const newName = 'Hello';
+  const newSecondSignerEmail = seedTestEmail();
+
+  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
+  await page.getByLabel('Next Recipient Name').fill(newName);
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
+
+  const createdEnvelopeRecipients = await prisma.recipient.findMany({
+    where: {
+      envelope: {
+        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
+      },
+    },
+  });
+
+  const updatedSecondRecipient = createdEnvelopeRecipients.find(
+    (recipient) => recipient.signingOrder === 2,
+  );
+
+  expect(updatedSecondRecipient?.name).toBe(newName);
+  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
+});
+
+test('[DIRECT_TEMPLATES]: V2 use direct template link with 2 recipients with next signer dictation', async ({
+  page,
+}) => {
+  const { team, owner, organisation } = await seedTeam({
+    createTeamMembers: 1,
+  });
+
+  // Should be visible to team members.
+  const template = await seedDirectTemplate({
+    title: 'Team direct template link 1',
+    userId: owner.id,
+    teamId: team.id,
+    internalVersion: 2,
+  });
+
+  await prisma.documentMeta.update({
+    where: {
+      id: template.documentMetaId,
+    },
+    data: {
+      allowDictateNextSigner: true,
+      signingOrder: DocumentSigningOrder.SEQUENTIAL,
+    },
+  });
+
+  const originalName = 'Signer 2';
+  const originalSecondSignerEmail = seedTestEmail();
+
+  // Add another signer
+  await prisma.recipient.create({
+    data: {
+      signingOrder: 2,
+      envelopeId: template.id,
+      email: originalSecondSignerEmail,
+      name: originalName,
+      token: Math.random().toString().slice(2, 7),
+      role: RecipientRole.SIGNER,
+    },
+  });
+
+  // Check that the direct template link is accessible.
+  await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
+  await expect(page.getByRole('heading', { name: 'Team direct template link 1' })).toBeVisible();
+  await page.waitForTimeout(100);
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+
+  const currentName = 'John Doe';
+  const currentEmail = seedTestEmail();
+
+  await page.getByPlaceholder('Enter Your Name').fill(currentName);
+  await page.getByPlaceholder('Enter Your Email').fill(currentEmail);
+
+  await expect(page.getByText('Next Recipient Name')).toBeVisible();
+
+  const nextRecipientNameInputValue = await page.getByLabel('Next Recipient Name').inputValue();
+  expect(nextRecipientNameInputValue).toBe(originalName);
+
+  const nextRecipientEmailInputValue = await page.getByLabel('Next Recipient Email').inputValue();
+  expect(nextRecipientEmailInputValue).toBe(originalSecondSignerEmail);
+
+  const newName = 'Hello';
+  const newSecondSignerEmail = seedTestEmail();
+
+  await page.getByLabel('Next Recipient Email').fill(newSecondSignerEmail);
+  await page.getByLabel('Next Recipient Name').fill(newName);
+
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(/\/sign/);
+  await expect(page.getByRole('heading', { name: 'Document Signed' })).toBeVisible();
+
+  const createdEnvelopeRecipients = await prisma.recipient.findMany({
+    where: {
+      envelope: {
+        templateId: mapSecondaryIdToTemplateId(template.secondaryId),
+      },
+    },
+  });
+
+  const updatedSecondRecipient = createdEnvelopeRecipients.find(
+    (recipient) => recipient.signingOrder === 2,
+  );
+
+  expect(updatedSecondRecipient?.name).toBe(newName);
+  expect(updatedSecondRecipient?.email).toBe(newSecondSignerEmail);
+});

packages/lib/client-only/hooks/use-editor-fields.ts

@@ -50,6 +50,7 @@ type UseEditorFieldsResponse = {
 
   // Field operations
   addField: (field: Omit<TLocalField, 'formId'>) => TLocalField;
+  setFieldId: (formId: string, id: number) => void;
   removeFieldsByFormId: (formIds: string[]) => void;
   updateFieldByFormId: (formId: string, updates: Partial<TLocalField>) => void;
   duplicateField: (field: TLocalField, recipientId?: number) => TLocalField;
@@ -160,6 +161,17 @@ export const useEditorFields = ({
     [localFields, remove, triggerFieldsUpdate],
   );
 
+  const setFieldId = (formId: string, id: number) => {
+    const index = localFields.findIndex((field) => field.formId === formId);
+
+    if (index !== -1) {
+      update(index, {
+        ...localFields[index],
+        id,
+      });
+    }
+  };
+
   const updateFieldByFormId = useCallback(
     (formId: string, updates: Partial<TLocalField>) => {
       const index = localFields.findIndex((field) => field.formId === formId);
@@ -269,6 +281,7 @@ export const useEditorFields = ({
 
     // Field operations
     addField,
+    setFieldId,
     removeFieldsByFormId,
     updateFieldByFormId,
     duplicateField,

packages/lib/client-only/providers/envelope-editor-provider.tsx

@@ -97,6 +97,11 @@ export const EnvelopeEditorProvider = ({
   const [envelope, setEnvelope] = useState(initialEnvelope);
   const [autosaveError, setAutosaveError] = useState<boolean>(false);
 
+  const editorFields = useEditorFields({
+    envelope,
+    handleFieldsUpdate: (fields) => setFieldsDebounced(fields),
+  });
+
   const envelopeUpdateMutationQuery = trpc.envelope.update.useMutation({
     onSuccess: (response, input) => {
       setEnvelope({
@@ -184,13 +189,24 @@ export const EnvelopeEditorProvider = ({
     triggerSave: setFieldsDebounced,
     flush: setFieldsAsync,
     isPending: isFieldsMutationPending,
-  } = useEnvelopeAutosave(async (fields: TLocalField[]) => {
+  } = useEnvelopeAutosave(async (localFields: TLocalField[]) => {
-    await envelopeFieldSetMutationQuery.mutateAsync({
+    const envelopeFields = await envelopeFieldSetMutationQuery.mutateAsync({
       envelopeId: envelope.id,
       envelopeType: envelope.type,
-      fields,
+      fields: localFields,
     });
-  }, 1000);
+
+    // Insert the IDs into the local fields.
+    envelopeFields.fields.forEach((field) => {
+      const localField = localFields.find((localField) => localField.formId === field.formId);
+
+      if (localField && !localField.id) {
+        localField.id = field.id;
+
+        editorFields.setFieldId(localField.formId, field.id);
+      }
+    });
+  }, 2000);
 
   const {
     triggerSave: setEnvelopeDebounced,
@@ -221,11 +237,6 @@ export const EnvelopeEditorProvider = ({
     setEnvelopeDebounced(envelopeUpdates);
   };
 
-  const editorFields = useEditorFields({
-    envelope,
-    handleFieldsUpdate: (fields) => setFieldsDebounced(fields),
-  });
-
   const getRecipientColorKey = useCallback(
     (recipientId: number) => {
       const recipientIndex = envelope.recipients.findIndex(

packages/lib/client-only/providers/envelope-render-provider.tsx

@@ -3,6 +3,9 @@ import React from 'react';
 
 import type { DocumentData } from '@prisma/client';
 
+import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
+import { AVAILABLE_RECIPIENT_COLORS } from '@documenso/ui/lib/recipient-colors';
+
 import type { TEnvelope } from '../../types/envelope';
 import { getFile } from '../../universal/upload/get-file';
 
@@ -23,6 +26,7 @@ type EnvelopeRenderProviderValue = {
   currentEnvelopeItem: EnvelopeRenderItem | null;
   setCurrentEnvelopeItem: (envelopeItemId: string) => void;
   fields: TEnvelope['fields'];
+  getRecipientColorKey: (recipientId: number) => TRecipientColor;
 };
 
 interface EnvelopeRenderProviderProps {
@@ -35,6 +39,13 @@ interface EnvelopeRenderProviderProps {
    * Only pass if the CustomRenderer you are passing in wants fields.
    */
   fields?: TEnvelope['fields'];
+
+  /**
+   * Optional recipient IDs used to determine the color of the fields.
+   *
+   * Only required for generic page renderers.
+   */
+  recipientIds?: number[];
 }
 
 const EnvelopeRenderContext = createContext<EnvelopeRenderProviderValue | null>(null);
@@ -56,6 +67,7 @@ export const EnvelopeRenderProvider = ({
   children,
   envelope,
   fields,
+  recipientIds = [],
 }: EnvelopeRenderProviderProps) => {
   // Indexed by documentDataId.
   const [files, setFiles] = useState<Record<string, FileData>>({});
@@ -132,6 +144,17 @@ export const EnvelopeRenderProvider = ({
     }
   }, [envelope.envelopeItems]);
 
+  const getRecipientColorKey = useCallback(
+    (recipientId: number) => {
+      const recipientIndex = recipientIds.findIndex((id) => id === recipientId);
+
+      return AVAILABLE_RECIPIENT_COLORS[
+        Math.max(recipientIndex, 0) % AVAILABLE_RECIPIENT_COLORS.length
+      ];
+    },
+    [recipientIds],
+  );
+
   return (
     <EnvelopeRenderContext.Provider
       value={{
@@ -140,6 +163,7 @@ export const EnvelopeRenderProvider = ({
         currentEnvelopeItem: currentItem,
         setCurrentEnvelopeItem,
         fields: fields ?? [],
+        getRecipientColorKey,
       }}
     >
       {children}

packages/lib/constants/app.ts

@@ -14,3 +14,5 @@ export const IS_BILLING_ENABLED = () => env('NEXT_PUBLIC_FEATURE_BILLING_ENABLED
 export const API_V2_BETA_URL = '/api/v2-beta';
 
 export const SUPPORT_EMAIL = env('NEXT_PUBLIC_SUPPORT_EMAIL') ?? 'support@documenso.com';
+
+export const IS_ENVELOPES_ENABLED = env('NEXT_PUBLIC_FEATURE_ENVELOPES_ENABLED') === 'true';

packages/lib/jobs/definitions/internal/seal-document.handler.ts

@@ -189,7 +189,6 @@ export const run = async ({
     settings,
   });
 
-  // Todo: Envelopes - Is it okay to have dynamic IDs?
   const newDocumentData = await Promise.all(
     envelopeItems.map(async (envelopeItem) =>
       io.runTask(`decorate-and-sign-envelope-item-${envelopeItem.id}`, async () => {

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

@@ -1,7 +1,5 @@
-import { EnvelopeType, TeamMemberRole } from '@prisma/client';
 import type { Prisma, User } from '@prisma/client';
-import { SigningStatus } from '@prisma/client';
+import { DocumentVisibility, EnvelopeType, SigningStatus, TeamMemberRole } from '@prisma/client';
-import { DocumentVisibility } from '@prisma/client';
 import { DateTime } from 'luxon';
 import { match } from 'ts-pattern';
 
@@ -215,13 +213,14 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
     ],
   };
 
+  const rootPageFilter = folderId === undefined ? { folderId: null } : {};
+
   let ownerCountsWhereInput: Prisma.EnvelopeWhereInput = {
     type: EnvelopeType.DOCUMENT,
     userId: userIdWhereClause,
     createdAt,
     teamId,
     deletedAt: null,
-    folderId,
   };
 
   let notSignedCountsGroupByArgs = null;
@@ -265,8 +264,16 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
 
   ownerCountsWhereInput = {
     ...ownerCountsWhereInput,
-    ...visibilityFiltersWhereInput,
+    AND: [
-    ...searchFilter,
+      ...(Array.isArray(visibilityFiltersWhereInput.AND)
+        ? visibilityFiltersWhereInput.AND
+        : visibilityFiltersWhereInput.AND
+          ? [visibilityFiltersWhereInput.AND]
+          : []),
+      searchFilter,
+      rootPageFilter,
+      folderId ? { folderId } : {},
+    ],
   };
 
   if (teamEmail) {
@@ -285,6 +292,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
         },
       ],
       deletedAt: null,
+      AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
     };
 
     notSignedCountsGroupByArgs = {
@@ -296,7 +304,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
         type: EnvelopeType.DOCUMENT,
         userId: userIdWhereClause,
         createdAt,
-        folderId,
         status: ExtendedDocumentStatus.PENDING,
         recipients: {
           some: {
@@ -306,6 +313,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
           },
         },
         deletedAt: null,
+        AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
       },
     } satisfies Prisma.EnvelopeGroupByArgs;
 
@@ -318,7 +326,6 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
         type: EnvelopeType.DOCUMENT,
         userId: userIdWhereClause,
         createdAt,
-        folderId,
         OR: [
           {
             status: ExtendedDocumentStatus.PENDING,
@@ -342,6 +349,7 @@ const getTeamCounts = async (options: GetTeamCountsOption) => {
             },
           },
         ],
+        AND: [searchFilter, rootPageFilter, folderId ? { folderId } : {}],
       },
     } satisfies Prisma.EnvelopeGroupByArgs;
   }

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

@@ -256,11 +256,10 @@ export const sendDocument = async ({
       });
     }
 
-    // Todo: Envelopes - [AUDIT_LOGS]
     if (envelope.internalVersion === 2) {
-      await Promise.all(
+      const autoInsertedFields = await Promise.all(
         fieldsToAutoInsert.map(async (field) => {
-          await tx.field.update({
+          return await tx.field.update({
             where: {
               id: field.fieldId,
             },
@@ -271,6 +270,21 @@ export const sendDocument = async ({
           });
         }),
       );
+
+      await tx.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELDS_AUTO_INSERTED,
+          envelopeId: envelope.id,
+          data: {
+            fields: autoInsertedFields.map((field) => ({
+              fieldId: field.id,
+              fieldType: field.type,
+              recipientId: field.recipientId,
+            })),
+          },
+          // Don't put metadata or user here since it's a system event.
+        }),
+      });
     }
 
     return await tx.envelope.update({

packages/lib/server-only/envelope/get-envelope-for-direct-template-signing.ts

@@ -1,10 +1,11 @@
 import { DocumentStatus, EnvelopeType } from '@prisma/client';
+import { match } from 'ts-pattern';
 
 import { prisma } from '@documenso/prisma';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import type { TDocumentAuthMethods } from '../../types/document-auth';
+import { DocumentAccessAuth, type TDocumentAuthMethods } from '../../types/document-auth';
-import { isRecipientAuthorized } from '../document/is-recipient-authorized';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
 import { getTeamSettings } from '../team/get-team-settings';
 import type { EnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
 import { ZEnvelopeForSigningResponse } from './get-envelope-for-recipient-signing';
@@ -98,14 +99,28 @@ export const getEnvelopeForDirectTemplateSigning = async ({
     });
   }
 
-  const documentAccessValid = await isRecipientAuthorized({
+  // Currently not using this since for direct templates "User" access means they just need to be
-    type: 'ACCESS',
+  // logged in.
-    documentAuthOptions: envelope.authOptions,
+  // const documentAccessValid = await isRecipientAuthorized({
-    recipient,
+  //   type: 'ACCESS',
-    userId,
+  //   documentAuthOptions: envelope.authOptions,
-    authOptions: accessAuth,
+  //   recipient,
+  //   userId,
+  //   authOptions: accessAuth,
+  // });
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
   });
 
+  // Ensure typesafety when we add more options.
+  const documentAccessValid = derivedRecipientAccessAuth.every((auth) =>
+    match(auth)
+      .with(DocumentAccessAuth.ACCOUNT, () => Boolean(userId))
+      .with(DocumentAccessAuth.TWO_FACTOR_AUTH, () => true)
+      .exhaustive(),
+  );
+
   if (!documentAccessValid) {
     throw new AppError(AppErrorCode.UNAUTHORIZED, {
       message: 'Invalid access values',

packages/lib/server-only/envelope/get-envelope-required-access-data.ts

@@ -54,54 +54,3 @@ export const getEnvelopeRequiredAccessData = async ({ token }: { token: string }
     recipientHasAccount: Boolean(recipientUserAccount),
   } as const;
 };
-
-export const getEnvelopeDirectTemplateRequiredAccessData = async ({ token }: { token: string }) => {
-  const envelope = await prisma.envelope.findFirst({
-    where: {
-      type: EnvelopeType.TEMPLATE,
-      directLink: {
-        enabled: true,
-        token,
-      },
-      status: DocumentStatus.DRAFT,
-    },
-    include: {
-      recipients: {
-        where: {
-          token,
-        },
-      },
-      directLink: true,
-    },
-  });
-
-  if (!envelope) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Envelope not found',
-    });
-  }
-
-  const recipient = envelope.recipients.find(
-    (r) => r.id === envelope.directLink?.directTemplateRecipientId,
-  );
-
-  if (!recipient) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Recipient not found',
-    });
-  }
-
-  const recipientUserAccount = await prisma.user.findFirst({
-    where: {
-      email: recipient.email.toLowerCase(),
-    },
-    select: {
-      id: true,
-    },
-  });
-
-  return {
-    recipientEmail: recipient.email,
-    recipientHasAccount: Boolean(recipientUserAccount),
-  } as const;
-};

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

@@ -306,7 +306,10 @@ export const setFieldsForDocument = async ({
           });
         }
 
-        return upsertedField;
+        return {
+          ...upsertedField,
+          formId: field.formId,
+        };
       }),
     );
   });
@@ -340,17 +343,25 @@ export const setFieldsForDocument = async ({
   }
 
   // Filter out fields that have been removed or have been updated.
-  const filteredFields = existingFields.filter((field) => {
+  const mappedFilteredFields = existingFields
-    const isRemoved = removedFields.find((removedField) => removedField.id === field.id);
+    .filter((field) => {
-    const isUpdated = persistedFields.find((persistedField) => persistedField.id === field.id);
+      const isRemoved = removedFields.find((removedField) => removedField.id === field.id);
+      const isUpdated = persistedFields.find((persistedField) => persistedField.id === field.id);
 
-    return !isRemoved && !isUpdated;
+      return !isRemoved && !isUpdated;
-  });
+    })
+    .map((field) => ({
+      ...mapFieldToLegacyField(field, envelope),
+      formId: undefined,
+    }));
+
+  const mappedPersistentFields = persistedFields.map((field) => ({
+    ...mapFieldToLegacyField(field, envelope),
+    formId: field?.formId,
+  }));
 
   return {
-    fields: [...filteredFields, ...persistedFields].map((field) =>
+    fields: [...mappedFilteredFields, ...mappedPersistentFields],
-      mapFieldToLegacyField(field, envelope),
-    ),
   };
 };
 
@@ -359,6 +370,7 @@ export const setFieldsForDocument = async ({
  */
 type FieldData = {
   id?: number | null;
+  formId?: string;
   envelopeItemId: string;
   type: FieldType;
   recipientId: number;

packages/lib/server-only/field/set-fields-for-template.ts

@@ -27,6 +27,7 @@ export type SetFieldsForTemplateOptions = {
   id: EnvelopeIdOptions;
   fields: {
     id?: number | null;
+    formId?: string;
     envelopeItemId: string;
     type: FieldType;
     recipientId: number;
@@ -111,10 +112,10 @@ export const setFieldsForTemplate = async ({
     };
   });
 
-  const persistedFields = await prisma.$transaction(
+  const persistedFields = await Promise.all(
     // Disabling as wrapping promises here causes type issues
     // eslint-disable-next-line @typescript-eslint/promise-function-async
-    linkedFields.map((field) => {
+    linkedFields.map(async (field) => {
       const parsedFieldMeta = field.fieldMeta ? ZFieldMetaSchema.parse(field.fieldMeta) : undefined;
 
       if (field.type === FieldType.TEXT && field.fieldMeta) {
@@ -176,7 +177,7 @@ export const setFieldsForTemplate = async ({
       }
 
       // Proceed with upsert operation
-      return prisma.field.upsert({
+      const upsertedField = await prisma.field.upsert({
         where: {
           id: field._persisted?.id ?? -1,
           envelopeId: envelope.id,
@@ -219,6 +220,11 @@ export const setFieldsForTemplate = async ({
           },
         },
       });
+
+      return {
+        ...upsertedField,
+        formId: field.formId,
+      };
     }),
   );
 
@@ -240,9 +246,17 @@ export const setFieldsForTemplate = async ({
     return !isRemoved && !isUpdated;
   });
 
+  const mappedFilteredFields = filteredFields.map((field) => ({
+    ...mapFieldToLegacyField(field, envelope),
+    formId: undefined,
+  }));
+
+  const mappedPersistentFields = persistedFields.map((field) => ({
+    ...mapFieldToLegacyField(field, envelope),
+    formId: field?.formId,
+  }));
+
   return {
-    fields: [...filteredFields, ...persistedFields].map((field) =>
+    fields: [...mappedFilteredFields, ...mappedPersistentFields],
-      mapFieldToLegacyField(field, envelope),
-    ),
   };
 };

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

@@ -3,6 +3,7 @@ import { createElement } from 'react';
 import { msg } from '@lingui/core/macro';
 import type { Field, Signature } from '@prisma/client';
 import {
+  DocumentSigningOrder,
   DocumentSource,
   DocumentStatus,
   EnvelopeType,
@@ -26,7 +27,7 @@ import type { TSignFieldWithTokenMutationSchema } from '@documenso/trpc/server/f
 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import { DOCUMENT_AUDIT_LOG_TYPE, RECIPIENT_DIFF_TYPE } from '../../types/document-audit-logs';
 import type { TRecipientActionAuthTypes } from '../../types/document-auth';
 import { DocumentAccessAuth, ZRecipientAuthOptionsSchema } from '../../types/document-auth';
 import { ZFieldMetaSchema } from '../../types/field-meta';
@@ -68,6 +69,10 @@ export type CreateDocumentFromDirectTemplateOptions = {
     name?: string;
     email: string;
   };
+  nextSigner?: {
+    email: string;
+    name: string;
+  };
 };
 
 type CreatedDirectRecipientField = {
@@ -92,6 +97,7 @@ export const createDocumentFromDirectTemplate = async ({
   directTemplateExternalId,
   signedFieldValues,
   templateUpdatedAt,
+  nextSigner,
   requestMetadata,
   user,
 }: CreateDocumentFromDirectTemplateOptions): Promise<TCreateDocumentFromDirectTemplateResponse> => {
@@ -128,6 +134,17 @@ export const createDocumentFromDirectTemplate = async ({
     throw new AppError(AppErrorCode.INVALID_REQUEST, { message: 'Invalid or missing template' });
   }
 
+  if (
+    nextSigner &&
+    (!directTemplateEnvelope.documentMeta?.allowDictateNextSigner ||
+      directTemplateEnvelope.documentMeta?.signingOrder !== DocumentSigningOrder.SEQUENTIAL)
+  ) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message:
+        'You need to enable allowDictateNextSigner and sequential signing to dictate the next signer',
+    });
+  }
+
   const directTemplateEnvelopeLegacyId = mapSecondaryIdToTemplateId(
     directTemplateEnvelope.secondaryId,
   );
@@ -630,6 +647,77 @@ export const createDocumentFromDirectTemplate = async ({
       }),
     ];
 
+    if (nextSigner) {
+      const pendingRecipients = await tx.recipient.findMany({
+        select: {
+          id: true,
+          signingOrder: true,
+          name: true,
+          email: true,
+          role: true,
+        },
+        where: {
+          envelopeId: createdEnvelope.id,
+          signingStatus: {
+            not: SigningStatus.SIGNED,
+          },
+          role: {
+            not: RecipientRole.CC,
+          },
+        },
+        // Composite sort so our next recipient is always the one with the lowest signing order or id
+        // if there is a tie.
+        orderBy: [{ signingOrder: { sort: 'asc', nulls: 'last' } }, { id: 'asc' }],
+      });
+
+      const nextRecipient = pendingRecipients[0];
+
+      if (nextRecipient) {
+        auditLogsToCreate.push(
+          createDocumentAuditLogData({
+            type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
+            envelopeId: createdEnvelope.id,
+            user: {
+              name: user?.name || directRecipientName || '',
+              email: user?.email || directRecipientEmail,
+            },
+            metadata: requestMetadata,
+            data: {
+              recipientEmail: nextRecipient.email,
+              recipientName: nextRecipient.name,
+              recipientId: nextRecipient.id,
+              recipientRole: nextRecipient.role,
+              changes: [
+                {
+                  type: RECIPIENT_DIFF_TYPE.NAME,
+                  from: nextRecipient.name,
+                  to: nextSigner.name,
+                },
+                {
+                  type: RECIPIENT_DIFF_TYPE.EMAIL,
+                  from: nextRecipient.email,
+                  to: nextSigner.email,
+                },
+              ],
+            },
+          }),
+        );
+
+        await tx.recipient.update({
+          where: { id: nextRecipient.id },
+          data: {
+            sendStatus: SendStatus.SENT,
+            ...(nextSigner && documentMeta?.allowDictateNextSigner
+              ? {
+                  name: nextSigner.name,
+                  email: nextSigner.email,
+                }
+              : {}),
+          },
+        });
+      }
+    }
+
     await tx.documentAuditLog.createMany({
       data: auditLogsToCreate,
     });

packages/lib/translations/en/web.po

@@ -257,10 +257,20 @@ msgstr "{prefix} added a field"
 msgid "{prefix} added a recipient"
 msgstr "{prefix} added a recipient"
 
+#. placeholder {0}: data.envelopeItemTitle
+#: packages/lib/utils/document-audit-logs.ts
+msgid "{prefix} created an envelope item with title {0}"
+msgstr "{prefix} created an envelope item with title {0}"
+
 #: packages/lib/utils/document-audit-logs.ts
 msgid "{prefix} created the document"
 msgstr "{prefix} created the document"
 
+#. placeholder {0}: data.envelopeItemTitle
+#: packages/lib/utils/document-audit-logs.ts
+msgid "{prefix} deleted an envelope item with title {0}"
+msgstr "{prefix} deleted an envelope item with title {0}"
+
 #: packages/lib/utils/document-audit-logs.ts
 msgid "{prefix} deleted the document"
 msgstr "{prefix} deleted the document"
@@ -351,6 +361,7 @@ msgstr "{recipientActionVerb} document"
 msgid "{recipientActionVerb} the document to complete the process."
 msgstr "{recipientActionVerb} the document to complete the process."
 
+#: apps/remix/app/components/general/document/document-certificate-qr-view.tsx
 #: apps/remix/app/components/general/document/document-certificate-qr-view.tsx
 msgid "{recipientCount} recipients"
 msgstr "{recipientCount} recipients"
@@ -1737,8 +1748,9 @@ msgstr "Attachment added successfully."
 
 #: apps/remix/app/components/general/document/document-attachments-popover.tsx
 msgid "Attachment removed successfully."
-msgstr "Attachment removed successfully."
+msgstr "Attachment removed successfully.<<<<<<< Updated upstream======="
 
+#: apps/remix/app/components/general/document-signing/document-signing-page-view-v2.tsx
 #: apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx
 #: apps/remix/app/components/general/document-signing/document-signing-attachments-popover.tsx
 #: apps/remix/app/components/general/document/document-attachments-popover.tsx
@@ -2153,6 +2165,10 @@ msgstr "Clear filters"
 msgid "Clear Signature"
 msgstr "Clear Signature"
 
+#: apps/remix/app/components/general/envelope-editor/envelope-editor-fields-page.tsx
+msgid "Click here to add a recipient"
+msgstr "Click here to add a recipient"
+
 #: apps/remix/app/components/tables/settings-public-profile-templates-table.tsx
 msgid "Click here to get started"
 msgstr "Click here to get started"
@@ -2275,6 +2291,7 @@ msgstr "Completed documents"
 msgid "Completed Documents"
 msgstr "Completed Documents"
 
+#: apps/remix/app/components/general/document/document-certificate-qr-view.tsx
 #: apps/remix/app/components/general/document/document-certificate-qr-view.tsx
 msgid "Completed on {formattedDate}"
 msgstr "Completed on {formattedDate}"
@@ -2474,7 +2491,6 @@ msgid "Controls which signatures are allowed to be used when signing a document.
 msgstr "Controls which signatures are allowed to be used when signing a document."
 
 #: apps/remix/app/components/general/document/document-recipient-link-copy-dialog.tsx
-#: apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx
 #: packages/ui/primitives/document-flow/add-subject.tsx
 msgid "Copied"
 msgstr "Copied"
@@ -2492,14 +2508,12 @@ msgstr "Copied"
 #: apps/remix/app/components/dialogs/organisation-email-domain-records-dialog.tsx
 #: apps/remix/app/components/dialogs/organisation-email-domain-records-dialog.tsx
 #: apps/remix/app/components/dialogs/organisation-email-domain-records-dialog.tsx
-#: apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx
 #: packages/ui/primitives/document-flow/add-subject.tsx
 #: packages/ui/components/document/document-share-button.tsx
 msgid "Copied to clipboard"
 msgstr "Copied to clipboard"
 
 #: apps/remix/app/components/general/document/document-recipient-link-copy-dialog.tsx
-#: apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx
 #: packages/ui/primitives/document-flow/add-subject.tsx
 msgid "Copy"
 msgstr "Copy"
@@ -2517,6 +2531,7 @@ msgid "Copy Shareable Link"
 msgstr "Copy Shareable Link"
 
 #: apps/remix/app/components/general/document/document-recipient-link-copy-dialog.tsx
+#: apps/remix/app/components/general/document/document-page-view-recipients.tsx
 msgid "Copy Signing Links"
 msgstr "Copy Signing Links"
 
@@ -3641,7 +3656,6 @@ msgstr "Drop your document here"
 #: apps/remix/app/components/general/envelope-editor/envelope-editor-fields-drag-drop.tsx
 #: packages/ui/primitives/template-flow/add-template-fields.tsx
 #: packages/ui/primitives/document-flow/add-fields.tsx
-#: packages/lib/utils/fields.ts
 msgid "Dropdown"
 msgstr "Dropdown"
 
@@ -4030,6 +4044,14 @@ msgstr "Envelope ID"
 msgid "Envelope Item Count"
 msgstr "Envelope Item Count"
 
+#: packages/lib/utils/document-audit-logs.ts
+msgid "Envelope item created"
+msgstr "Envelope item created"
+
+#: packages/lib/utils/document-audit-logs.ts
+msgid "Envelope item deleted"
+msgstr "Envelope item deleted"
+
 #: apps/remix/app/components/dialogs/envelope-redistribute-dialog.tsx
 msgid "Envelope resent"
 msgstr "Envelope resent"
@@ -5539,7 +5561,6 @@ msgstr "No recipient matching this description was found."
 #: apps/remix/app/components/general/template/template-page-view-recipients.tsx
 #: apps/remix/app/components/general/document/document-recipient-link-copy-dialog.tsx
 #: apps/remix/app/components/general/document/document-page-view-recipients.tsx
-#: apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx
 #: packages/ui/primitives/document-flow/add-subject.tsx
 msgid "No recipients"
 msgstr "No recipients"
@@ -7061,6 +7082,10 @@ msgstr "Select members or groups of members to add to the team."
 msgid "Select members to add to this team"
 msgstr "Select members to add to this team"
 
+#: packages/lib/utils/fields.ts
+msgid "Select Option"
+msgstr "Select Option"
+
 #: apps/remix/app/components/general/document-signing/document-signing-auth-passkey.tsx
 msgid "Select passkey"
 msgstr "Select passkey"
@@ -7865,6 +7890,15 @@ msgstr "Sync Email Domains"
 msgid "Sync failed, changes not saved"
 msgstr "Sync failed, changes not saved"
 
+#: packages/lib/utils/document-audit-logs.ts
+msgctxt "Audit log format"
+msgid "System auto inserted fields"
+msgstr "System auto inserted fields"
+
+#: packages/lib/utils/document-audit-logs.ts
+msgid "System auto inserted fields"
+msgstr "System auto inserted fields"
+
 #: apps/remix/app/routes/_unauthenticated+/articles.signature-disclosure.tsx
 msgid "System Requirements"
 msgstr "System Requirements"
@@ -8417,7 +8451,6 @@ msgstr "The signer's name"
 #: apps/remix/app/components/general/avatar-with-recipient.tsx
 #: apps/remix/app/components/general/document/document-recipient-link-copy-dialog.tsx
 #: apps/remix/app/components/general/document/document-page-view-recipients.tsx
-#: apps/remix/app/components/dialogs/envelope-distribute-dialog.tsx
 #: packages/ui/primitives/document-flow/add-subject.tsx
 msgid "The signing link has been copied to your clipboard."
 msgstr "The signing link has been copied to your clipboard."

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

@@ -21,10 +21,14 @@ export const ZDocumentAuditLogTypeSchema = z.enum([
   'RECIPIENT_DELETED',
   'RECIPIENT_UPDATED',
 
+  'ENVELOPE_ITEM_CREATED',
+  'ENVELOPE_ITEM_DELETED',
+
   // Document events.
   'DOCUMENT_COMPLETED', // When the document is sealed and fully completed.
   'DOCUMENT_CREATED', // When the document is created.
   'DOCUMENT_DELETED', // When the document is soft deleted.
+  'DOCUMENT_FIELDS_AUTO_INSERTED', // When a field is auto inserted during send due to default values (radio/dropdown/checkbox).
   'DOCUMENT_FIELD_INSERTED', // When a field is inserted (signed/approved/etc) by a recipient.
   'DOCUMENT_FIELD_UNINSERTED', // When a field is uninserted by a recipient.
   'DOCUMENT_FIELD_PREFILLED', // When a field is prefilled by an assistant.
@@ -181,6 +185,28 @@ const ZBaseRecipientDataSchema = z.object({
   recipientRole: z.string(),
 });
 
+/**
+ * Event: Envelope item created.
+ */
+export const ZDocumentAuditLogEventEnvelopeItemCreatedSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.ENVELOPE_ITEM_CREATED),
+  data: z.object({
+    envelopeItemId: z.string(),
+    envelopeItemTitle: z.string(),
+  }),
+});
+
+/**
+ * Event: Envelope item deleted.
+ */
+export const ZDocumentAuditLogEventEnvelopeItemDeletedSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.ENVELOPE_ITEM_DELETED),
+  data: z.object({
+    envelopeItemId: z.string(),
+    envelopeItemTitle: z.string(),
+  }),
+});
+
 /**
  * Event: Email sent.
  */
@@ -315,6 +341,22 @@ export const ZDocumentAuditLogEventDocumentFieldInsertedSchema = z.object({
   }),
 });
 
+/**
+ * Event: Document field auto inserted.
+ */
+export const ZDocumentAuditLogEventDocumentFieldsAutoInsertedSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELDS_AUTO_INSERTED),
+  data: z.object({
+    fields: z.array(
+      z.object({
+        fieldId: z.number(),
+        fieldType: z.nativeEnum(FieldType),
+        recipientId: z.number(),
+      }),
+    ),
+  }),
+});
+
 /**
  * Event: Document field uninserted.
  */
@@ -652,11 +694,14 @@ export const ZDocumentAuditLogBaseSchema = z.object({
 
 export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
   z.union([
+    ZDocumentAuditLogEventEnvelopeItemCreatedSchema,
+    ZDocumentAuditLogEventEnvelopeItemDeletedSchema,
     ZDocumentAuditLogEventEmailSentSchema,
     ZDocumentAuditLogEventDocumentCompletedSchema,
     ZDocumentAuditLogEventDocumentCreatedSchema,
     ZDocumentAuditLogEventDocumentDeletedSchema,
     ZDocumentAuditLogEventDocumentMovedToTeamSchema,
+    ZDocumentAuditLogEventDocumentFieldsAutoInsertedSchema,
     ZDocumentAuditLogEventDocumentFieldInsertedSchema,
     ZDocumentAuditLogEventDocumentFieldUninsertedSchema,
     ZDocumentAuditLogEventDocumentFieldPrefilledSchema,

packages/lib/types/field.ts

@@ -71,7 +71,6 @@ export const ZFieldHeightSchema = z.number().min(1).describe('The height of the
 
 // ---------------------------------------------
 
-// Todo: Envelopes - dunno man
 const PrismaDecimalSchema = z.preprocess(
   (val) => (typeof val === 'string' ? new Prisma.Decimal(val) : val),
   z.instanceof(Prisma.Decimal, { message: 'Must be a Decimal' }),

packages/lib/universal/field-renderer/field-generic-items.ts

@@ -129,3 +129,58 @@ export const createSpinner = ({
 
   return loadingGroup;
 };
+
+type CreateFieldHoverInteractionOptions = {
+  options: RenderFieldElementOptions;
+  fieldGroup: Konva.Group;
+  fieldRect: Konva.Rect;
+};
+
+/**
+ * Adds smooth transition-like behavior for hover effects to the field group and rectangle.
+ */
+export const createFieldHoverInteraction = ({
+  options,
+  fieldGroup,
+  fieldRect,
+}: CreateFieldHoverInteractionOptions) => {
+  const { mode } = options;
+
+  if (mode === 'export' || !options.color) {
+    return;
+  }
+
+  const hoverColor = RECIPIENT_COLOR_STYLES[options.color].baseRingHover;
+
+  fieldGroup.on('mouseover', () => {
+    new Konva.Tween({
+      node: fieldRect,
+      duration: 0.3,
+      fill: hoverColor,
+    }).play();
+  });
+
+  fieldGroup.on('mouseout', () => {
+    new Konva.Tween({
+      node: fieldRect,
+      duration: 0.3,
+      fill: DEFAULT_RECT_BACKGROUND,
+    }).play();
+  });
+
+  fieldGroup.on('transformstart', () => {
+    new Konva.Tween({
+      node: fieldRect,
+      duration: 0.3,
+      fill: hoverColor,
+    }).play();
+  });
+
+  fieldGroup.on('transformend', () => {
+    new Konva.Tween({
+      node: fieldRect,
+      duration: 0.3,
+      fill: DEFAULT_RECT_BACKGROUND,
+    }).play();
+  });
+};

packages/lib/universal/field-renderer/render-checkbox-field.ts

@@ -4,6 +4,7 @@ import { match } from 'ts-pattern';
 import { DEFAULT_STANDARD_FONT_SIZE } from '../../constants/pdf';
 import type { TCheckboxFieldMeta } from '../../types/field-meta';
 import {
+  createFieldHoverInteraction,
   konvaTextFill,
   konvaTextFontFamily,
   upsertFieldGroup,
@@ -26,25 +27,27 @@ export const renderCheckboxFieldElement = (
 ) => {
   const { pageWidth, pageHeight, pageLayer, mode } = options;
 
-  const isFirstRender = !pageLayer.findOne(`#${field.renderId}`);
+  const { fieldWidth, fieldHeight } = calculateFieldPosition(field, pageWidth, pageHeight);
-
-  const fieldGroup = upsertFieldGroup(field, options);
-
-  // Clear previous children and listeners to re-render fresh.
-  fieldGroup.removeChildren();
-  fieldGroup.off('transform');
-
-  fieldGroup.add(upsertFieldRect(field, options));
 
   const checkboxMeta: TCheckboxFieldMeta | null = (field.fieldMeta as TCheckboxFieldMeta) || null;
   const checkboxValues = checkboxMeta?.values || [];
 
-  const fontSize = checkboxMeta?.fontSize || DEFAULT_STANDARD_FONT_SIZE;
+  const isFirstRender = !pageLayer.findOne(`#${field.renderId}`);
+
+  // Clear previous children and listeners to re-render fresh.
+  const fieldGroup = upsertFieldGroup(field, options);
+  fieldGroup.removeChildren();
+  fieldGroup.off('transform');
 
   if (isFirstRender) {
     pageLayer.add(fieldGroup);
   }
 
+  const fieldRect = upsertFieldRect(field, options);
+  fieldGroup.add(fieldRect);
+
+  const fontSize = checkboxMeta?.fontSize || DEFAULT_STANDARD_FONT_SIZE;
+
   // Handle rescaling items during transforms.
   fieldGroup.on('transform', () => {
     const groupScaleX = fieldGroup.scaleX();
@@ -127,11 +130,9 @@ export const renderCheckboxFieldElement = (
     pageLayer.batchDraw();
   });
 
-  const { fieldWidth, fieldHeight } = calculateFieldPosition(field, pageWidth, pageHeight);
-
   const checkedValues: number[] = field.customText ? JSON.parse(field.customText) : [];
 
-  checkboxValues.forEach(({ id, value, checked }, index) => {
+  checkboxValues.forEach(({ value, checked }, index) => {
     const isCheckboxChecked = match(mode)
       .with('edit', () => checked)
       .with('sign', () => checkedValues.includes(index))
@@ -145,8 +146,6 @@ export const renderCheckboxFieldElement = (
       })
       .exhaustive();
 
-    console.log('wtf?');
-
     const itemSize = calculateCheckboxSize(fontSize);
 
     const { itemInputX, itemInputY, textX, textY, textWidth, textHeight } =
@@ -211,6 +210,8 @@ export const renderCheckboxFieldElement = (
     fieldGroup.add(text);
   });
 
+  createFieldHoverInteraction({ fieldGroup, fieldRect, options });
+
   return {
     fieldGroup,
     isFirstRender,

packages/lib/universal/field-renderer/render-dropdown-field.ts

@@ -1,8 +1,10 @@
+import { FieldType } from '@prisma/client';
 import Konva from 'konva';
 
 import { DEFAULT_STANDARD_FONT_SIZE } from '../../constants/pdf';
 import type { TDropdownFieldMeta } from '../../types/field-meta';
 import {
+  createFieldHoverInteraction,
   konvaTextFill,
   konvaTextFontFamily,
   upsertFieldGroup,
@@ -48,79 +50,30 @@ export const renderDropdownFieldElement = (
   field: FieldToRender,
   options: RenderFieldElementOptions,
 ) => {
-  const { pageWidth, pageHeight, pageLayer, mode } = options;
+  const { pageWidth, pageHeight, pageLayer, mode, translations } = options;
+
+  const { fieldWidth, fieldHeight } = calculateFieldPosition(field, pageWidth, pageHeight);
+
+  const dropdownMeta: TDropdownFieldMeta | null = (field.fieldMeta as TDropdownFieldMeta) || null;
+
+  let selectedValue = translations?.[FieldType.DROPDOWN] || 'Select Option';
 
   const isFirstRender = !pageLayer.findOne(`#${field.renderId}`);
 
-  const fieldGroup = upsertFieldGroup(field, options);
-
   // Clear previous children to re-render fresh.
+  const fieldGroup = upsertFieldGroup(field, options);
   fieldGroup.removeChildren();
+  fieldGroup.off('transform');
 
-  fieldGroup.add(upsertFieldRect(field, options));
+  const fieldRect = upsertFieldRect(field, options);
+  fieldGroup.add(fieldRect);
 
   if (isFirstRender) {
     pageLayer.add(fieldGroup);
-
-    fieldGroup.on('transform', () => {
-      const groupScaleX = fieldGroup.scaleX();
-      const groupScaleY = fieldGroup.scaleY();
-
-      const fieldRect = fieldGroup.findOne('.field-rect');
-      const text = fieldGroup.findOne('.dropdown-selected-text');
-      const arrow = fieldGroup.findOne('.dropdown-arrow');
-
-      if (!fieldRect || !text || !arrow) {
-        console.log('fieldRect or text or arrow not found');
-        return;
-      }
-
-      const rectWidth = fieldRect.width() * groupScaleX;
-      const rectHeight = fieldRect.height() * groupScaleY;
-
-      const { arrowX, arrowY, textX, textY, textWidth, textHeight } = calculateDropdownPosition({
-        fieldWidth: rectWidth,
-        fieldHeight: rectHeight,
-      });
-
-      arrow.setAttrs({
-        x: arrowX,
-        y: arrowY,
-        scaleX: 1,
-        scaleY: 1,
-      });
-
-      text.setAttrs({
-        scaleX: 1,
-        scaleY: 1,
-        x: textX,
-        y: textY,
-        width: textWidth,
-        height: textHeight,
-      });
-
-      fieldRect.setAttrs({
-        width: rectWidth,
-        height: rectHeight,
-      });
-
-      fieldGroup.scale({
-        x: 1,
-        y: 1,
-      });
-
-      pageLayer.batchDraw();
-    });
   }
 
-  const dropdownMeta: TDropdownFieldMeta | null = (field.fieldMeta as TDropdownFieldMeta) || null;
-  const { fieldWidth, fieldHeight } = calculateFieldPosition(field, pageWidth, pageHeight);
-
   const fontSize = dropdownMeta?.fontSize || DEFAULT_STANDARD_FONT_SIZE;
 
-  // Todo: Envelopes - Translations
-  let selectedValue = 'Select Option';
-
   if (field.inserted) {
     selectedValue = field.customText;
   }
@@ -158,27 +111,63 @@ export const renderDropdownFieldElement = (
     visible: mode !== 'export',
   });
 
-  // Add hover state for dropdown
-  fieldGroup.on('mouseenter', () => {
-    // dropdownContainer.stroke('#2563EB');
-    // dropdownContainer.strokeWidth(2);
-    document.body.style.cursor = 'pointer';
-    pageLayer.batchDraw();
-  });
-
-  fieldGroup.on('mouseleave', () => {
-    // dropdownContainer.stroke('#374151');
-    // dropdownContainer.strokeWidth(2);
-    document.body.style.cursor = 'default';
-    pageLayer.batchDraw();
-  });
-
   fieldGroup.add(selectedText);
 
   if (!field.inserted || mode === 'export') {
     fieldGroup.add(arrow);
   }
 
+  fieldGroup.on('transform', () => {
+    const groupScaleX = fieldGroup.scaleX();
+    const groupScaleY = fieldGroup.scaleY();
+
+    const fieldRect = fieldGroup.findOne('.field-rect');
+    const text = fieldGroup.findOne('.dropdown-selected-text');
+    const arrow = fieldGroup.findOne('.dropdown-arrow');
+
+    if (!fieldRect || !text || !arrow) {
+      return;
+    }
+
+    const rectWidth = fieldRect.width() * groupScaleX;
+    const rectHeight = fieldRect.height() * groupScaleY;
+
+    const { arrowX, arrowY, textX, textY, textWidth, textHeight } = calculateDropdownPosition({
+      fieldWidth: rectWidth,
+      fieldHeight: rectHeight,
+    });
+
+    arrow.setAttrs({
+      x: arrowX,
+      y: arrowY,
+      scaleX: 1,
+      scaleY: 1,
+    });
+
+    text.setAttrs({
+      scaleX: 1,
+      scaleY: 1,
+      x: textX,
+      y: textY,
+      width: textWidth,
+      height: textHeight,
+    });
+
+    fieldRect.setAttrs({
+      width: rectWidth,
+      height: rectHeight,
+    });
+
+    fieldGroup.scale({
+      x: 1,
+      y: 1,
+    });
+
+    pageLayer.batchDraw();
+  });
+
+  createFieldHoverInteraction({ fieldGroup, fieldRect, options });
+
   return {
     fieldGroup,
     isFirstRender,

packages/lib/universal/field-renderer/render-radio-field.ts

@@ -4,6 +4,7 @@ import { match } from 'ts-pattern';
 import { DEFAULT_STANDARD_FONT_SIZE } from '../../constants/pdf';
 import type { TRadioFieldMeta } from '../../types/field-meta';
 import {
+  createFieldHoverInteraction,
   konvaTextFill,
   konvaTextFontFamily,
   upsertFieldGroup,
@@ -26,25 +27,24 @@ export const renderRadioFieldElement = (
 ) => {
   const { pageWidth, pageHeight, pageLayer, mode } = options;
 
-  const isFirstRender = !pageLayer.findOne(`#${field.renderId}`);
-
-  const fieldGroup = upsertFieldGroup(field, options);
-
-  // Clear previous children to re-render fresh
-  fieldGroup.removeChildren();
-
-  fieldGroup.add(upsertFieldRect(field, options));
-
   const radioMeta: TRadioFieldMeta | null = (field.fieldMeta as TRadioFieldMeta) || null;
   const radioValues = radioMeta?.values || [];
 
-  const fontSize = radioMeta?.fontSize || DEFAULT_STANDARD_FONT_SIZE;
+  const isFirstRender = !pageLayer.findOne(`#${field.renderId}`);
+
+  // Clear previous children and listeners to re-render fresh
+  const fieldGroup = upsertFieldGroup(field, options);
+  fieldGroup.removeChildren();
+  fieldGroup.off('transform');
 
   if (isFirstRender) {
     pageLayer.add(fieldGroup);
   }
 
-  fieldGroup.off('transform');
+  const fieldRect = upsertFieldRect(field, options);
+  fieldGroup.add(fieldRect);
+
+  const fontSize = radioMeta?.fontSize || DEFAULT_STANDARD_FONT_SIZE;
 
   // Handle rescaling items during transforms.
   fieldGroup.on('transform', () => {
@@ -195,6 +195,8 @@ export const renderRadioFieldElement = (
     fieldGroup.add(text);
   });
 
+  createFieldHoverInteraction({ fieldGroup, fieldRect, options });
+
   return {
     fieldGroup,
     isFirstRender,

packages/lib/universal/field-renderer/render-signature-field.ts

@@ -1,13 +1,12 @@
 import Konva from 'konva';
 
-import {
-  DEFAULT_RECT_BACKGROUND,
-  RECIPIENT_COLOR_STYLES,
-} from '@documenso/ui/lib/recipient-colors';
-
 import { DEFAULT_SIGNATURE_TEXT_FONT_SIZE } from '../../constants/pdf';
 import { AppError } from '../../errors/app-error';
-import { upsertFieldGroup, upsertFieldRect } from './field-generic-items';
+import {
+  createFieldHoverInteraction,
+  upsertFieldGroup,
+  upsertFieldRect,
+} from './field-generic-items';
 import { calculateFieldPosition } from './field-renderer';
 import type { FieldToRender, RenderFieldElementOptions } from './field-renderer';
 
@@ -212,33 +211,7 @@ export const renderSignatureFieldElement = (
     fieldRect.opacity(0);
   }
 
-  // Todo: Doesn't work.
+  createFieldHoverInteraction({ fieldGroup, fieldRect, options });
-  if (mode !== 'export') {
-    const hoverColor = options.color
-      ? RECIPIENT_COLOR_STYLES[options.color].baseRingHover
-      : '#e5e7eb';
-
-    // Todo: Envelopes - On hover add text color
-
-    // Add smooth transition-like behavior for hover effects
-    fieldGroup.on('mouseover', () => {
-      new Konva.Tween({
-        node: fieldRect,
-        duration: 0.3,
-        fill: hoverColor,
-      }).play();
-    });
-
-    fieldGroup.on('mouseout', () => {
-      new Konva.Tween({
-        node: fieldRect,
-        duration: 0.3,
-        fill: DEFAULT_RECT_BACKGROUND,
-      }).play();
-    });
-
-    fieldGroup.add(fieldRect);
-  }
 
   return {
     fieldGroup,

packages/lib/universal/field-renderer/render-text-field.ts

@@ -1,13 +1,9 @@
 import Konva from 'konva';
 
-import {
-  DEFAULT_RECT_BACKGROUND,
-  RECIPIENT_COLOR_STYLES,
-} from '@documenso/ui/lib/recipient-colors';
-
 import { DEFAULT_STANDARD_FONT_SIZE } from '../../constants/pdf';
 import type { TTextFieldMeta } from '../../types/field-meta';
 import {
+  createFieldHoverInteraction,
   konvaTextFill,
   konvaTextFontFamily,
   upsertFieldGroup,
@@ -19,12 +15,12 @@ import { calculateFieldPosition } from './field-renderer';
 const upsertFieldText = (field: FieldToRender, options: RenderFieldElementOptions): Konva.Text => {
   const { pageWidth, pageHeight, mode = 'edit', pageLayer, translations } = options;
 
-  const fieldTypeName = translations?.[field.type] || field.type;
-
   const { fieldWidth, fieldHeight } = calculateFieldPosition(field, pageWidth, pageHeight);
 
   const textMeta = field.fieldMeta as TTextFieldMeta | undefined;
 
+  const fieldTypeName = translations?.[field.type] || field.type;
+
   const fieldText: Konva.Text =
     pageLayer.findOne(`#${field.renderId}-text`) ||
     new Konva.Text({
@@ -118,9 +114,8 @@ export const renderTextFieldElement = (
 
   const isFirstRender = !pageLayer.findOne(`#${field.renderId}`);
 
-  const fieldGroup = upsertFieldGroup(field, options);
-
   // Clear previous children and listeners to re-render fresh.
+  const fieldGroup = upsertFieldGroup(field, options);
   fieldGroup.removeChildren();
   fieldGroup.off('transform');
 
@@ -183,33 +178,7 @@ export const renderTextFieldElement = (
     fieldRect.opacity(0);
   }
 
-  // Todo: Doesn't work.
+  createFieldHoverInteraction({ fieldGroup, fieldRect, options });
-  if (mode !== 'export') {
-    const hoverColor = options.color
-      ? RECIPIENT_COLOR_STYLES[options.color].baseRingHover
-      : '#e5e7eb';
-
-    // Todo: Envelopes - On hover add text color
-
-    // Add smooth transition-like behavior for hover effects
-    fieldGroup.on('mouseover', () => {
-      new Konva.Tween({
-        node: fieldRect,
-        duration: 0.3,
-        fill: hoverColor,
-      }).play();
-    });
-
-    fieldGroup.on('mouseout', () => {
-      new Konva.Tween({
-        node: fieldRect,
-        duration: 0.3,
-        fill: DEFAULT_RECT_BACKGROUND,
-      }).play();
-    });
-
-    fieldGroup.add(fieldRect);
-  }
 
   return {
     fieldGroup,

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

@@ -353,6 +353,13 @@ export const formatDocumentAuditLogAction = (
       }),
       identified: msg`${prefix} deleted the document`,
     }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELDS_AUTO_INSERTED }, () => ({
+      anonymous: msg({
+        message: `System auto inserted fields`,
+        context: `Audit log format`,
+      }),
+      identified: msg`System auto inserted fields`,
+    }))
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED }, () => ({
       anonymous: msg({
         message: `Field signed`,
@@ -515,6 +522,14 @@ export const formatDocumentAuditLogAction = (
         context: `Audit log format`,
       }),
     }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.ENVELOPE_ITEM_CREATED }, ({ data }) => ({
+      anonymous: msg`Envelope item created`,
+      identified: msg`${prefix} created an envelope item with title ${data.envelopeItemTitle}`,
+    }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.ENVELOPE_ITEM_DELETED }, ({ data }) => ({
+      anonymous: msg`Envelope item deleted`,
+      identified: msg`${prefix} deleted an envelope item with title ${data.envelopeItemTitle}`,
+    }))
     .exhaustive();
 
   return {

packages/lib/utils/fields.ts

@@ -101,7 +101,7 @@ export const getClientSideFieldTranslations = ({ t }: I18n): Record<FieldType, s
     [FieldType.TEXT]: t(msg`Text`),
     [FieldType.CHECKBOX]: t(msg`Checkbox`),
     [FieldType.RADIO]: t(msg`Radio`),
-    [FieldType.DROPDOWN]: t(msg`Dropdown`),
+    [FieldType.DROPDOWN]: t(msg`Select Option`),
     [FieldType.SIGNATURE]: t(msg`Signature`),
     [FieldType.FREE_SIGNATURE]: t(msg`Free Signature`),
     [FieldType.INITIALS]: t(msg`Initials`),

packages/prisma/seed/templates.ts

@@ -28,6 +28,7 @@ type SeedTemplateOptions = {
   title?: string;
   userId: number;
   teamId: number;
+  internalVersion?: 1 | 2;
   createTemplateOptions?: Partial<Prisma.EnvelopeUncheckedCreateInput>;
 };
 
@@ -167,7 +168,7 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
     data: {
       id: prefixedId('envelope'),
       secondaryId: templateId.formattedTemplateId,
-      internalVersion: 1,
+      internalVersion: options.internalVersion ?? 1,
       type: EnvelopeType.TEMPLATE,
       title,
       envelopeItems: {
@@ -184,6 +185,7 @@ export const seedDirectTemplate = async (options: SeedTemplateOptions) => {
       teamId,
       recipients: {
         create: {
+          signingOrder: 1,
           email: DIRECT_TEMPLATE_RECIPIENT_EMAIL,
           name: DIRECT_TEMPLATE_RECIPIENT_NAME,
           token: Math.random().toString().slice(2, 7),

packages/trpc/server/admin-router/get-admin-organisation.ts

@@ -39,6 +39,11 @@ export const getAdminOrganisation = async ({ organisationId }: GetOrganisationOp
       teams: true,
       members: {
         include: {
+          organisationGroupMembers: {
+            include: {
+              group: true,
+            },
+          },
           user: {
             select: {
               id: true,

packages/trpc/server/admin-router/get-admin-organisation.types.ts

@@ -3,6 +3,8 @@ import { z } from 'zod';
 import { ZOrganisationSchema } from '@documenso/lib/types/organisation';
 import OrganisationClaimSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationClaimSchema';
 import OrganisationGlobalSettingsSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGlobalSettingsSchema';
+import OrganisationGroupMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupMemberSchema';
+import OrganisationGroupSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationGroupSchema';
 import OrganisationMemberSchema from '@documenso/prisma/generated/zod/modelSchema/OrganisationMemberSchema';
 import SubscriptionSchema from '@documenso/prisma/generated/zod/modelSchema/SubscriptionSchema';
 import TeamSchema from '@documenso/prisma/generated/zod/modelSchema/TeamSchema';
@@ -30,6 +32,18 @@ export const ZGetAdminOrganisationResponseSchema = ZOrganisationSchema.extend({
       email: true,
       name: true,
     }),
+    organisationGroupMembers: z.array(
+      OrganisationGroupMemberSchema.pick({
+        id: true,
+        groupId: true,
+      }).extend({
+        group: OrganisationGroupSchema.pick({
+          id: true,
+          type: true,
+          organisationRole: true,
+        }),
+      }),
+    ),
   }).array(),
   subscription: SubscriptionSchema.nullable(),
   organisationClaim: OrganisationClaimSchema,

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

@@ -17,6 +17,7 @@ import { promoteMemberToOwnerRoute } from './promote-member-to-owner';
 import { resealDocumentRoute } from './reseal-document';
 import { resetTwoFactorRoute } from './reset-two-factor-authentication';
 import { updateAdminOrganisationRoute } from './update-admin-organisation';
+import { updateOrganisationMemberRoleRoute } from './update-organisation-member-role';
 import { updateRecipientRoute } from './update-recipient';
 import { updateSiteSettingRoute } from './update-site-setting';
 import { updateSubscriptionClaimRoute } from './update-subscription-claim';
@@ -31,6 +32,7 @@ export const adminRouter = router({
   },
   organisationMember: {
     promoteToOwner: promoteMemberToOwnerRoute,
+    updateRole: updateOrganisationMemberRoleRoute,
   },
   claims: {
     find: findSubscriptionClaimsRoute,

packages/trpc/server/admin-router/update-organisation-member-role.ts

@@ -0,0 +1,220 @@
+import { OrganisationGroupType, OrganisationMemberRole } from '@prisma/client';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { generateDatabaseId } from '@documenso/lib/universal/id';
+import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisations';
+import { prisma } from '@documenso/prisma';
+
+import { adminProcedure } from '../trpc';
+import {
+  ZUpdateOrganisationMemberRoleRequestSchema,
+  ZUpdateOrganisationMemberRoleResponseSchema,
+} from './update-organisation-member-role.types';
+
+/**
+ * Admin mutation to update organisation member role or transfer ownership.
+ *
+ * This mutation handles two scenarios:
+ * 1. When role='OWNER': Transfers organisation ownership and promotes to ADMIN
+ * 2. When role=ADMIN/MANAGER/MEMBER: Updates group membership
+ *
+ * Admin privileges bypass normal hierarchy restrictions.
+ */
+export const updateOrganisationMemberRoleRoute = adminProcedure
+  .input(ZUpdateOrganisationMemberRoleRequestSchema)
+  .output(ZUpdateOrganisationMemberRoleResponseSchema)
+  .mutation(async ({ input, ctx }) => {
+    const { organisationId, userId, role } = input;
+
+    ctx.logger.info({
+      input: {
+        organisationId,
+        userId,
+        role,
+      },
+    });
+
+    const organisation = await prisma.organisation.findUnique({
+      where: {
+        id: organisationId,
+      },
+      include: {
+        groups: {
+          where: {
+            type: OrganisationGroupType.INTERNAL_ORGANISATION,
+          },
+        },
+        members: {
+          where: {
+            userId,
+          },
+          include: {
+            organisationGroupMembers: {
+              include: {
+                group: true,
+              },
+            },
+          },
+        },
+      },
+    });
+
+    if (!organisation) {
+      throw new AppError(AppErrorCode.NOT_FOUND, {
+        message: 'Organisation not found',
+      });
+    }
+
+    const [member] = organisation.members;
+
+    if (!member) {
+      throw new AppError(AppErrorCode.NOT_FOUND, {
+        message: 'User is not a member of this organisation',
+      });
+    }
+
+    const currentOrganisationRole = getHighestOrganisationRoleInGroup(
+      member.organisationGroupMembers.flatMap((member) => member.group),
+    );
+
+    if (role === 'OWNER') {
+      if (organisation.ownerUserId === userId) {
+        throw new AppError(AppErrorCode.INVALID_REQUEST, {
+          message: 'User is already the owner of this organisation',
+        });
+      }
+
+      const currentMemberGroup = organisation.groups.find(
+        (group) => group.organisationRole === currentOrganisationRole,
+      );
+
+      const adminGroup = organisation.groups.find(
+        (group) => group.organisationRole === OrganisationMemberRole.ADMIN,
+      );
+
+      if (!currentMemberGroup) {
+        ctx.logger.error({
+          message: '[CRITICAL]: Missing internal group',
+          organisationId,
+          userId,
+          role: currentOrganisationRole,
+        });
+
+        throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+          message: 'Current member group not found',
+        });
+      }
+
+      if (!adminGroup) {
+        ctx.logger.error({
+          message: '[CRITICAL]: Missing internal group',
+          organisationId,
+          userId,
+          targetRole: 'ADMIN',
+        });
+
+        throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+          message: 'Admin group not found',
+        });
+      }
+
+      await prisma.$transaction(async (tx) => {
+        await tx.organisation.update({
+          where: {
+            id: organisationId,
+          },
+          data: {
+            ownerUserId: userId,
+          },
+        });
+
+        if (currentOrganisationRole !== OrganisationMemberRole.ADMIN) {
+          await tx.organisationGroupMember.delete({
+            where: {
+              organisationMemberId_groupId: {
+                organisationMemberId: member.id,
+                groupId: currentMemberGroup.id,
+              },
+            },
+          });
+
+          await tx.organisationGroupMember.create({
+            data: {
+              id: generateDatabaseId('group_member'),
+              organisationMemberId: member.id,
+              groupId: adminGroup.id,
+            },
+          });
+        }
+      });
+
+      return;
+    }
+
+    const targetRole = role as OrganisationMemberRole;
+
+    if (currentOrganisationRole === targetRole) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: 'User already has this role',
+      });
+    }
+
+    if (userId === organisation.ownerUserId && targetRole !== OrganisationMemberRole.ADMIN) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: 'Organisation owner must be an admin. Transfer ownership first.',
+      });
+    }
+
+    const currentMemberGroup = organisation.groups.find(
+      (group) => group.organisationRole === currentOrganisationRole,
+    );
+
+    const newMemberGroup = organisation.groups.find(
+      (group) => group.organisationRole === targetRole,
+    );
+
+    if (!currentMemberGroup) {
+      ctx.logger.error({
+        message: '[CRITICAL]: Missing internal group',
+        organisationId,
+        userId,
+        role: currentOrganisationRole,
+      });
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+        message: 'Current member group not found',
+      });
+    }
+
+    if (!newMemberGroup) {
+      ctx.logger.error({
+        message: '[CRITICAL]: Missing internal group',
+        organisationId,
+        userId,
+        targetRole,
+      });
+
+      throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+        message: 'New member group not found',
+      });
+    }
+
+    await prisma.$transaction(async (tx) => {
+      await tx.organisationGroupMember.delete({
+        where: {
+          organisationMemberId_groupId: {
+            organisationMemberId: member.id,
+            groupId: currentMemberGroup.id,
+          },
+        },
+      });
+
+      await tx.organisationGroupMember.create({
+        data: {
+          id: generateDatabaseId('group_member'),
+          organisationMemberId: member.id,
+          groupId: newMemberGroup.id,
+        },
+      });
+    });
+  });

packages/trpc/server/admin-router/update-organisation-member-role.types.ts

@@ -0,0 +1,30 @@
+import { OrganisationMemberRole } from '@prisma/client';
+import { z } from 'zod';
+
+/**
+ * Admin-only role selection that includes OWNER as a special case.
+ * OWNER is not a database role but triggers ownership transfer.
+ */
+export const ZAdminRoleSelection = z.enum([
+  'OWNER',
+  OrganisationMemberRole.ADMIN,
+  OrganisationMemberRole.MANAGER,
+  OrganisationMemberRole.MEMBER,
+]);
+
+export type TAdminRoleSelection = z.infer<typeof ZAdminRoleSelection>;
+
+export const ZUpdateOrganisationMemberRoleRequestSchema = z.object({
+  organisationId: z.string().min(1),
+  userId: z.number().min(1),
+  role: ZAdminRoleSelection,
+});
+
+export const ZUpdateOrganisationMemberRoleResponseSchema = z.void();
+
+export type TUpdateOrganisationMemberRoleRequest = z.infer<
+  typeof ZUpdateOrganisationMemberRoleRequestSchema
+>;
+export type TUpdateOrganisationMemberRoleResponse = z.infer<
+  typeof ZUpdateOrganisationMemberRoleResponseSchema
+>;

packages/trpc/server/envelope-router/create-envelope-items.ts

@@ -1,6 +1,8 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import { prefixedId } from '@documenso/lib/universal/id';
+import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
 import { prisma } from '@documenso/prisma';
 
@@ -14,7 +16,7 @@ export const createEnvelopeItemsRoute = authenticatedProcedure
   .input(ZCreateEnvelopeItemsRequestSchema)
   .output(ZCreateEnvelopeItemsResponseSchema)
   .mutation(async ({ input, ctx }) => {
-    const { user, teamId } = ctx;
+    const { user, teamId, metadata } = ctx;
     const { envelopeId, items } = input;
 
     ctx.logger.info({
@@ -110,17 +112,39 @@ export const createEnvelopeItemsRoute = authenticatedProcedure
     const currentHighestOrderValue =
       envelope.envelopeItems[envelope.envelopeItems.length - 1]?.order ?? 1;
 
-    const result = await prisma.envelopeItem.createManyAndReturn({
+    const result = await prisma.$transaction(async (tx) => {
-      data: items.map((item) => ({
+      const createdItems = await tx.envelopeItem.createManyAndReturn({
-        id: prefixedId('envelope_item'),
+        data: items.map((item) => ({
-        envelopeId,
+          id: prefixedId('envelope_item'),
-        title: item.title,
+          envelopeId,
-        documentDataId: item.documentDataId,
+          title: item.title,
-        order: currentHighestOrderValue + 1,
+          documentDataId: item.documentDataId,
-      })),
+          order: currentHighestOrderValue + 1,
-      include: {
+        })),
-        documentData: true,
+        include: {
-      },
+          documentData: true,
+        },
+      });
+
+      await tx.documentAuditLog.createMany({
+        data: createdItems.map((item) =>
+          createDocumentAuditLogData({
+            type: DOCUMENT_AUDIT_LOG_TYPE.ENVELOPE_ITEM_CREATED,
+            envelopeId: envelope.id,
+            data: {
+              envelopeItemId: item.id,
+              envelopeItemTitle: item.title,
+            },
+            user: {
+              name: user.name,
+              email: user.email,
+            },
+            requestMetadata: metadata.requestMetadata,
+          }),
+        ),
+      });
+
+      return createdItems;
     });
 
     return {

packages/trpc/server/envelope-router/delete-envelope-item.ts

@@ -1,5 +1,7 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
 import { prisma } from '@documenso/prisma';
 
@@ -13,7 +15,7 @@ export const deleteEnvelopeItemRoute = authenticatedProcedure
   .input(ZDeleteEnvelopeItemRequestSchema)
   .output(ZDeleteEnvelopeItemResponseSchema)
   .mutation(async ({ input, ctx }) => {
-    const { user, teamId } = ctx;
+    const { user, teamId, metadata } = ctx;
     const { envelopeId, envelopeItemId } = input;
 
     ctx.logger.info({
@@ -52,29 +54,48 @@ export const deleteEnvelopeItemRoute = authenticatedProcedure
       });
     }
 
-    const deletedEnvelopeItem = await prisma.envelopeItem.delete({
+    const result = await prisma.$transaction(async (tx) => {
-      where: {
+      const deletedEnvelopeItem = await tx.envelopeItem.delete({
-        id: envelopeItemId,
+        where: {
-        envelopeId: envelope.id,
+          id: envelopeItemId,
-      },
+          envelopeId: envelope.id,
-      select: {
+        },
-        documentData: {
+        select: {
-          select: {
+          id: true,
-            id: true,
+          title: true,
+          documentData: {
+            select: {
+              id: true,
+            },
           },
         },
-      },
+      });
+
+      await tx.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.ENVELOPE_ITEM_DELETED,
+          envelopeId: envelope.id,
+          data: {
+            envelopeItemId: deletedEnvelopeItem.id,
+            envelopeItemTitle: deletedEnvelopeItem.title,
+          },
+          user: {
+            name: user.name,
+            email: user.email,
+          },
+          requestMetadata: metadata.requestMetadata,
+        }),
+      });
+
+      return deletedEnvelopeItem;
     });
 
-    // Todo: Envelopes [ASK] - Should we delete the document data?
     await prisma.documentData.delete({
       where: {
-        id: deletedEnvelopeItem.documentData.id,
+        id: result.documentData.id,
         envelopeItem: {
           is: null,
         },
       },
     });
-
-    // Todo: Envelope [AUDIT_LOGS]
   });

packages/trpc/server/envelope-router/set-envelope-fields.ts

@@ -24,7 +24,7 @@ export const setEnvelopeFieldsRoute = authenticatedProcedure
       },
     });
 
-    await match(envelopeType)
+    const result = await match(envelopeType)
       .with(EnvelopeType.DOCUMENT, async () =>
         setFieldsForDocument({
           userId: ctx.user.id,
@@ -63,4 +63,11 @@ export const setEnvelopeFieldsRoute = authenticatedProcedure
         }),
       )
       .exhaustive();
+
+    return {
+      fields: result.fields.map((field) => ({
+        id: field.id,
+        formId: field.formId,
+      })),
+    };
   });

packages/trpc/server/envelope-router/set-envelope-fields.types.ts

@@ -12,6 +12,7 @@ export const ZSetEnvelopeFieldsRequestSchema = z.object({
         .number()
         .optional()
         .describe('The id of the field. If not provided, a new field will be created.'),
+      formId: z.string().optional().describe('A temporary ID to keep track of new fields created'),
       envelopeItemId: z.string().describe('The id of the envelope item to put the field on'),
       recipientId: z.number(),
       type: z.nativeEnum(FieldType),
@@ -45,7 +46,14 @@ export const ZSetEnvelopeFieldsRequestSchema = z.object({
   ),
 });
 
-export const ZSetEnvelopeFieldsResponseSchema = z.void();
+export const ZSetEnvelopeFieldsResponseSchema = z.object({
+  fields: z
+    .object({
+      id: z.number(),
+      formId: z.string().optional(),
+    })
+    .array(),
+});
 
 export type TSetEnvelopeFieldsRequest = z.infer<typeof ZSetEnvelopeFieldsRequestSchema>;
 export type TSetEnvelopeFieldsResponse = z.infer<typeof ZSetEnvelopeFieldsResponseSchema>;

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

@@ -519,6 +519,7 @@ export const templateRouter = router({
         directTemplateExternalId,
         signedFieldValues,
         templateUpdatedAt,
+        nextSigner,
       } = input;
 
       ctx.logger.info({
@@ -541,6 +542,7 @@ export const templateRouter = router({
               email: ctx.user.email,
             }
           : undefined,
+        nextSigner,
         requestMetadata: ctx.metadata,
       });
     }),

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

@@ -90,6 +90,12 @@ export const ZCreateDocumentFromDirectTemplateRequestSchema = z.object({
   directTemplateExternalId: z.string().optional(),
   signedFieldValues: z.array(ZSignFieldWithTokenMutationSchema),
   templateUpdatedAt: z.date(),
+  nextSigner: z
+    .object({
+      email: z.string().email().max(254),
+      name: z.string().min(1).max(255),
+    })
+    .optional(),
 });
 
 export const ZCreateDocumentFromTemplateRequestSchema = z.object({

packages/tsconfig/process-env.d.ts

@@ -1,5 +1,6 @@
 declare namespace NodeJS {
   export interface ProcessEnv {
+    PORT?: string;
     NEXT_PUBLIC_WEBAPP_URL?: string;
 
     NEXT_PRIVATE_GOOGLE_CLIENT_ID?: string;

packages/ui/components/recipient/recipient-action-auth-select.tsx

@@ -10,6 +10,8 @@ import { RecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { MultiSelect, type Option } from '@documenso/ui/primitives/multiselect';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
+import { cn } from '../../lib/utils';
+
 export interface RecipientActionAuthSelectProps {
   value?: string[];
   defaultValue?: string[];
@@ -73,7 +75,11 @@ export const RecipientActionAuthSelect = ({
       />
 
       <Tooltip>
-        <TooltipTrigger className="absolute right-2 top-1/2 -translate-y-1/2">
+        <TooltipTrigger
+          className={cn('absolute right-2 top-1/2 -translate-y-1/2', {
+            'right-8': selectedOptions.length > 0,
+          })}
+        >
           <InfoIcon className="h-4 w-4" />
         </TooltipTrigger>
 

packages/ui/lib/recipient-colors.ts

@@ -9,6 +9,7 @@ export type RecipientColorStyles = {
   base: string;
   baseRing: string;
   baseRingHover: string;
+  baseTextHover: string;
   fieldButton: string;
   fieldItem: string;
   fieldItemInitials: string;
@@ -24,6 +25,7 @@ export const RECIPIENT_COLOR_STYLES = {
     base: 'ring-neutral-400',
     baseRing: 'rgba(176, 176, 176, 1)',
     baseRingHover: 'rgba(176, 176, 176, 1)',
+    baseTextHover: 'rgba(176, 176, 176, 1)',
     fieldButton: 'border-neutral-400 hover:border-neutral-400',
     fieldItem: 'group/field-item rounded-[2px]',
     fieldItemInitials: '',
@@ -36,6 +38,7 @@ export const RECIPIENT_COLOR_STYLES = {
     base: 'ring-recipient-green hover:bg-recipient-green/30',
     baseRing: 'rgba(122, 195, 85, 1)',
     baseRingHover: 'rgba(122, 195, 85, 0.3)',
+    baseTextHover: 'rgba(122, 195, 85, 1)',
     fieldButton: 'hover:border-recipient-green hover:bg-recipient-green/30 ',
     fieldItem: 'group/field-item rounded-[2px]',
     fieldItemInitials: 'group-hover/field-item:bg-recipient-green',
@@ -48,6 +51,7 @@ export const RECIPIENT_COLOR_STYLES = {
     base: 'ring-recipient-blue hover:bg-recipient-blue/30',
     baseRing: 'rgba(56, 123, 199, 1)',
     baseRingHover: 'rgba(56, 123, 199, 0.3)',
+    baseTextHover: 'rgba(56, 123, 199, 1)',
     fieldButton: 'hover:border-recipient-blue hover:bg-recipient-blue/30',
     fieldItem: 'group/field-item rounded-[2px]',
     fieldItemInitials: 'group-hover/field-item:bg-recipient-blue',
@@ -60,6 +64,7 @@ export const RECIPIENT_COLOR_STYLES = {
     base: 'ring-recipient-purple hover:bg-recipient-purple/30',
     baseRing: 'rgba(151, 71, 255, 1)',
     baseRingHover: 'rgba(151, 71, 255, 0.3)',
+    baseTextHover: 'rgba(151, 71, 255, 1)',
     fieldButton: 'hover:border-recipient-purple hover:bg-recipient-purple/30',
     fieldItem: 'group/field-item rounded-[2px]',
     fieldItemInitials: 'group-hover/field-item:bg-recipient-purple',
@@ -72,6 +77,7 @@ export const RECIPIENT_COLOR_STYLES = {
     base: 'ring-recipient-orange hover:bg-recipient-orange/30',
     baseRing: 'rgba(246, 159, 30, 1)',
     baseRingHover: 'rgba(246, 159, 30, 0.3)',
+    baseTextHover: 'rgba(246, 159, 30, 1)',
     fieldButton: 'hover:border-recipient-orange hover:bg-recipient-orange/30',
     fieldItem: 'group/field-item rounded-[2px]',
     fieldItemInitials: 'group-hover/field-item:bg-recipient-orange',
@@ -84,6 +90,7 @@ export const RECIPIENT_COLOR_STYLES = {
     base: 'ring-recipient-yellow hover:bg-recipient-yellow/30',
     baseRing: 'rgba(219, 186, 0, 1)',
     baseRingHover: 'rgba(219, 186, 0, 0.3)',
+    baseTextHover: 'rgba(219, 186, 0, 1)',
     fieldButton: 'hover:border-recipient-yellow hover:bg-recipient-yellow/30',
     fieldItem: 'group/field-item rounded-[2px]',
     fieldItemInitials: 'group-hover/field-item:bg-recipient-yellow',
@@ -96,6 +103,7 @@ export const RECIPIENT_COLOR_STYLES = {
     base: 'ring-recipient-pink hover:bg-recipient-pink/30',
     baseRing: 'rgba(217, 74, 186, 1)',
     baseRingHover: 'rgba(217, 74, 186, 0.3)',
+    baseTextHover: 'rgba(217, 74, 186, 1)',
     fieldButton: 'hover:border-recipient-pink hover:bg-recipient-pink/30',
     fieldItem: 'group/field-item rounded-[2px]',
     fieldItemInitials: 'group-hover/field-item:bg-recipient-pink',

turbo.json

@@ -38,6 +38,7 @@
   "globalDependencies": ["**/.env.*local"],
   "globalEnv": [
     "APP_VERSION",
+    "PORT",
     "NEXT_PRIVATE_ENCRYPTION_KEY",
     "NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY",
     "NEXTAUTH_SECRET",