v1.10.2

Adds document access tokens and QR code functionality to enable secure
document sharing via URLs. It includes a new document access page that
allows viewing and downloading documents through tokenized links.

.github/workflows/e2e-tests.yml

@@ -31,6 +31,9 @@ jobs:
       - name: Build app
         run: npm run build
 
+      - name: Install playwright browsers
+        run: npx playwright install --with-deps
+
       - name: Run Playwright tests
         run: npm run ci
         env:

apps/remix/app/components/dialogs/assistant-confirmation-dialog.tsx

@@ -1,3 +1,5 @@
+import { useState } from 'react';
+
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/react/macro';
 import { useForm } from 'react-hook-form';
@@ -55,6 +57,8 @@ export function AssistantConfirmationDialog({
   allowDictateNextSigner = false,
   defaultNextSigner,
 }: ConfirmationDialogProps) {
+  const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
+
   const form = useForm<TNextSignerFormSchema>({
     resolver: zodResolver(ZNextSignerFormSchema),
     defaultValues: {
@@ -107,53 +111,72 @@ export function AssistantConfirmationDialog({
 
               <div className="mt-4 flex flex-col gap-4">
                 {allowDictateNextSigner && (
-                  <div className="my-2">
-                    <p className="text-muted-foreground mb-1 text-sm font-semibold">
-                      The next recipient to sign this document will be{' '}
-                    </p>
+                  <div className="mt-4 flex flex-col gap-4">
+                    {!isEditingNextSigner && (
+                      <div>
+                        <p className="text-muted-foreground text-sm">
+                          The next recipient to sign this document will be{' '}
+                          <span className="font-semibold">{form.watch('name')}</span> (
+                          <span className="font-semibold">{form.watch('email')}</span>).
+                        </p>
 
-                    <div className="flex flex-col gap-4 rounded-xl border p-4 md:flex-row">
-                      <FormField
-                        control={form.control}
-                        name="name"
-                        render={({ field }) => (
-                          <FormItem className="flex-1">
-                            <FormLabel>
-                              <Trans>Name</Trans>
-                            </FormLabel>
-                            <FormControl>
-                              <Input
-                                {...field}
-                                className="mt-2"
-                                placeholder="Enter the next signer's name"
-                              />
-                            </FormControl>
-                            <FormMessage />
-                          </FormItem>
-                        )}
-                      />
+                        <Button
+                          type="button"
+                          className="mt-2"
+                          variant="outline"
+                          size="sm"
+                          onClick={() => setIsEditingNextSigner((prev) => !prev)}
+                        >
+                          <Trans>Update Recipient</Trans>
+                        </Button>
+                      </div>
+                    )}
 
-                      <FormField
-                        control={form.control}
-                        name="email"
-                        render={({ field }) => (
-                          <FormItem className="flex-1">
-                            <FormLabel>
-                              <Trans>Email</Trans>
-                            </FormLabel>
-                            <FormControl>
-                              <Input
-                                {...field}
-                                type="email"
-                                className="mt-2"
-                                placeholder="Enter the next signer's email"
-                              />
-                            </FormControl>
-                            <FormMessage />
-                          </FormItem>
-                        )}
-                      />
-                    </div>
+                    {isEditingNextSigner && (
+                      <div className="flex flex-col gap-4 md:flex-row">
+                        <FormField
+                          control={form.control}
+                          name="name"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's name"
+                                />
+                              </FormControl>
+
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={form.control}
+                          name="email"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  type="email"
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's email"
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      </div>
+                    )}
                   </div>
                 )}
 

apps/remix/app/components/dialogs/document-move-to-folder-dialog.tsx

@@ -0,0 +1,216 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type DocumentMoveToFolderDialogProps = {
+  documentId: number;
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveDocumentFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveDocumentFormSchema = z.infer<typeof ZMoveDocumentFormSchema>;
+
+export const DocumentMoveToFolderDialog = ({
+  documentId,
+  open,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: DocumentMoveToFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveDocumentFormSchema>({
+    resolver: zodResolver(ZMoveDocumentFormSchema),
+    defaultValues: {
+      folderId: currentFolderId,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId,
+      type: FolderType.DOCUMENT,
+    },
+    {
+      enabled: open,
+    },
+  );
+
+  const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId });
+    }
+  }, [open, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveDocumentFormSchema) => {
+    try {
+      await moveDocumentToFolder({
+        documentId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Document moved`),
+        description: _(msg`The document has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${documentsPath}/f/${data.folderId}`);
+      } else {
+        void navigate(documentsPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the document to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Document to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Select a folder to move this document to.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                disabled={
+                  isFoldersLoading || form.formState.isSubmitting || currentFolderId === null
+                }
+              >
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/document-resend-dialog.tsx

@@ -4,14 +4,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Team } from '@prisma/client';
-import { type Document, type Recipient, SigningStatus } from '@prisma/client';
+import { type Recipient, SigningStatus } from '@prisma/client';
 import { History } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import * as z from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -43,9 +43,7 @@ import { StackAvatar } from '../general/stack-avatar';
 const FORM_ID = 'resend-email';
 
 export type DocumentResendDialogProps = {
-  document: Document & {
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+  document: TDocumentRow;
   recipients: Recipient[];
 };
 

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

@@ -0,0 +1,163 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+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 { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type CreateFolderDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const CreateFolderDialog = ({ trigger, ...props }: CreateFolderDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { folderId } = useParams();
+
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.DOCUMENT,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: 'Folder created successfully',
+      });
+
+      const documentsPath = formatDocumentsPath(team?.url);
+
+      void navigate(`${documentsPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: 'Failed to create folder',
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to create folder',
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your documents.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-delete-dialog.tsx

@@ -0,0 +1,159 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-move-dialog.tsx

@@ -0,0 +1,169 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type FolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().nullable(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const FolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? null,
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId || null,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(null)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button type="submit" disabled={form.formState.isSubmitting}>
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-settings-dialog.tsx

@@ -0,0 +1,173 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type FolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const FolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: FolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility: isTeamContext
+          ? (data.visibility ?? DocumentVisibility.EVERYONE)
+          : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-bulk-send-dialog.tsx

@@ -114,7 +114,7 @@ export const TemplateBulkSendDialog = ({
     <Dialog>
       <DialogTrigger asChild>
         {trigger ?? (
-          <Button>
+          <Button variant="outline">
             <Upload className="mr-2 h-4 w-4" />
             <Trans>Bulk Send via CSV</Trans>
           </Button>

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

@@ -24,11 +24,11 @@ import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 type TemplateCreateDialogProps = {
-  teamId?: number;
   templateRootPath: string;
+  folderId?: string;
 };
 
-export const TemplateCreateDialog = ({ templateRootPath }: TemplateCreateDialogProps) => {
+export const TemplateCreateDialog = ({ templateRootPath, folderId }: TemplateCreateDialogProps) => {
   const navigate = useNavigate();
 
   const { user } = useSession();
@@ -53,6 +53,7 @@ export const TemplateCreateDialog = ({ templateRootPath }: TemplateCreateDialogP
       const { id } = await createTemplate({
         title: file.name,
         templateDocumentDataId: response.id,
+        folderId: folderId,
       });
 
       toast({

apps/remix/app/components/dialogs/template-folder-create-dialog.tsx

@@ -0,0 +1,164 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderPlusIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate, useParams } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+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 { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZCreateFolderFormSchema = z.object({
+  name: z.string().min(1, { message: 'Folder name is required' }),
+});
+
+type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
+
+export type TemplateFolderCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderCreateDialog = ({
+  trigger,
+  ...props
+}: TemplateFolderCreateDialogProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+  const { folderId } = useParams();
+
+  const [isCreateFolderOpen, setIsCreateFolderOpen] = useState(false);
+
+  const { mutateAsync: createFolder } = trpc.folder.createFolder.useMutation();
+
+  const form = useForm<TCreateFolderFormSchema>({
+    resolver: zodResolver(ZCreateFolderFormSchema),
+    defaultValues: {
+      name: '',
+    },
+  });
+
+  const onSubmit = async (data: TCreateFolderFormSchema) => {
+    try {
+      const newFolder = await createFolder({
+        name: data.name,
+        parentId: folderId,
+        type: FolderType.TEMPLATE,
+      });
+
+      setIsCreateFolderOpen(false);
+
+      toast({
+        description: _(msg`Folder created successfully`),
+      });
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      void navigate(`${templatesPath}/f/${newFolder.id}`);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.ALREADY_EXISTS) {
+        toast({
+          title: _(msg`Failed to create folder`),
+          description: _(msg`This folder name is already taken.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Failed to create folder`),
+        description: _(msg`An unknown error occurred while creating the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isCreateFolderOpen) {
+      form.reset();
+    }
+  }, [isCreateFolderOpen, form]);
+
+  return (
+    <Dialog {...props} open={isCreateFolderOpen} onOpenChange={setIsCreateFolderOpen}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="flex items-center space-x-2">
+            <FolderPlusIcon className="h-4 w-4" />
+            <span>Create Folder</span>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Create New Folder</DialogTitle>
+          <DialogDescription>
+            Enter a name for your new folder. Folders help you organize your templates.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Folder Name</FormLabel>
+                  <FormControl>
+                    <Input placeholder="My Folder" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button
+                type="button"
+                variant="secondary"
+                onClick={() => setIsCreateFolderOpen(false)}
+              >
+                Cancel
+              </Button>
+              <Button type="submit">Create</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-delete-dialog.tsx

@@ -0,0 +1,163 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderDeleteDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TemplateFolderDeleteDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderDeleteDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: deleteFolder } = trpc.folder.deleteFolder.useMutation();
+
+  const deleteMessage = _(msg`delete ${folder?.name ?? 'folder'}`);
+
+  const ZDeleteFolderFormSchema = z.object({
+    confirmText: z.literal(deleteMessage, {
+      errorMap: () => ({ message: _(msg`You must type '${deleteMessage}' to confirm`) }),
+    }),
+  });
+
+  type TDeleteFolderFormSchema = z.infer<typeof ZDeleteFolderFormSchema>;
+
+  const form = useForm<TDeleteFolderFormSchema>({
+    resolver: zodResolver(ZDeleteFolderFormSchema),
+    defaultValues: {
+      confirmText: '',
+    },
+  });
+
+  const onFormSubmit = async () => {
+    if (!folder) return;
+
+    try {
+      await deleteFolder({
+        id: folder.id,
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder deleted successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to delete does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to delete folder',
+        description: _(msg`An unknown error occurred while deleting the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Delete Folder</DialogTitle>
+          <DialogDescription>
+            Are you sure you want to delete this folder?
+            {folder && folder._count.documents > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.documents} document(s). Deleting it will also
+                delete all documents in the folder.
+              </span>
+            )}
+            {folder && folder._count.subfolders > 0 && (
+              <span className="text-destructive mt-2 block">
+                This folder contains {folder._count.subfolders} subfolder(s). Deleting it will
+                delete all subfolders and their contents.
+              </span>
+            )}
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="confirmText"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>
+                      Confirm by typing:{' '}
+                      <span className="font-sm text-destructive font-semibold">
+                        {deleteMessage}
+                      </span>
+                    </Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} placeholder={deleteMessage} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button variant="destructive" type="submit" disabled={!form.formState.isValid}>
+                Delete
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-move-dialog.tsx

@@ -0,0 +1,175 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TemplateFolderMoveDialogProps = {
+  foldersData: TFolderWithSubfolders[] | undefined;
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveFolderFormSchema = z.object({
+  targetFolderId: z.string().optional(),
+});
+
+type TMoveFolderFormSchema = z.infer<typeof ZMoveFolderFormSchema>;
+
+export const TemplateFolderMoveDialog = ({
+  foldersData,
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderMoveDialogProps) => {
+  const { _ } = useLingui();
+
+  const { toast } = useToast();
+  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+
+  const form = useForm<TMoveFolderFormSchema>({
+    resolver: zodResolver(ZMoveFolderFormSchema),
+    defaultValues: {
+      targetFolderId: folder?.parentId ?? '',
+    },
+  });
+
+  const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await moveFolder({
+        id: folder.id,
+        parentId: targetFolderId ?? '',
+      });
+
+      onOpenChange(false);
+
+      toast({
+        title: 'Folder moved successfully',
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: 'Folder not found',
+          description: _(msg`The folder you are trying to move does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: 'Failed to move folder',
+        description: _(msg`An unknown error occurred while moving the folder.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen, form]);
+
+  // Filter out the current folder and only show folders of the same type
+  const filteredFolders = foldersData?.filter(
+    (f) => f.id !== folder?.id && f.type === folder?.type,
+  );
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Move Folder</DialogTitle>
+          <DialogDescription>Select a destination for this folder.</DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4 py-4">
+            <FormField
+              control={form.control}
+              name="targetFolderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormControl>
+                    <div className="space-y-2">
+                      <Button
+                        type="button"
+                        variant={!field.value ? 'default' : 'outline'}
+                        className="w-full justify-start"
+                        disabled={!folder?.parentId}
+                        onClick={() => field.onChange(undefined)}
+                      >
+                        <HomeIcon className="mr-2 h-4 w-4" />
+                        Root
+                      </Button>
+
+                      {filteredFolders &&
+                        filteredFolders.map((f) => (
+                          <Button
+                            key={f.id}
+                            type="button"
+                            disabled={f.id === folder?.parentId}
+                            variant={field.value === f.id ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(f.id)}
+                          >
+                            <FolderIcon className="mr-2 h-4 w-4" />
+                            {f.name}
+                          </Button>
+                        ))}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+              <Button
+                type="submit"
+                disabled={
+                  form.formState.isSubmitting ||
+                  form.getValues('targetFolderId') === folder?.parentId
+                }
+              >
+                Move Folder
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-folder-settings-dialog.tsx

@@ -0,0 +1,176 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateFolderSettingsDialogProps = {
+  folder: TFolderWithSubfolders | null;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const ZUpdateFolderFormSchema = z.object({
+  name: z.string().min(1),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+});
+
+export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
+
+export const TemplateFolderSettingsDialog = ({
+  folder,
+  isOpen,
+  onOpenChange,
+}: TemplateFolderSettingsDialogProps) => {
+  const { _ } = useLingui();
+  const team = useOptionalCurrentTeam();
+
+  const { toast } = useToast();
+  const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
+
+  const isTeamContext = !!team;
+  const isTemplateFolder = folder?.type === FolderType.TEMPLATE;
+
+  const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
+    resolver: zodResolver(ZUpdateFolderFormSchema),
+    defaultValues: {
+      name: folder?.name ?? '',
+      visibility: folder?.visibility ?? DocumentVisibility.EVERYONE,
+    },
+  });
+
+  useEffect(() => {
+    if (folder) {
+      form.reset({
+        name: folder.name,
+        visibility: folder.visibility ?? DocumentVisibility.EVERYONE,
+      });
+    }
+  }, [folder, form]);
+
+  const onFormSubmit = async (data: TUpdateFolderFormSchema) => {
+    if (!folder) return;
+
+    try {
+      await updateFolder({
+        id: folder.id,
+        name: data.name,
+        visibility:
+          isTeamContext && !isTemplateFolder
+            ? (data.visibility ?? DocumentVisibility.EVERYONE)
+            : DocumentVisibility.EVERYONE,
+      });
+
+      toast({
+        title: _(msg`Folder updated successfully`),
+      });
+
+      onOpenChange(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Folder not found`),
+        });
+      }
+    }
+  };
+
+  return (
+    <Dialog open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Folder Settings</DialogTitle>
+          <DialogDescription>Manage the settings for this folder.</DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)} className="space-y-4">
+            <FormField
+              control={form.control}
+              name="name"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Name</FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {isTeamContext && !isTemplateFolder && (
+              <FormField
+                control={form.control}
+                name="visibility"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Visibility</FormLabel>
+                    <Select onValueChange={field.onChange} defaultValue={field.value}>
+                      <FormControl>
+                        <SelectTrigger>
+                          <SelectValue placeholder="Select visibility" />
+                        </SelectTrigger>
+                      </FormControl>
+                      <SelectContent>
+                        <SelectItem value={DocumentVisibility.EVERYONE}>Everyone</SelectItem>
+                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                          Managers and above
+                        </SelectItem>
+                        <SelectItem value={DocumentVisibility.ADMIN}>Admins only</SelectItem>
+                      </SelectContent>
+                    </Select>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            )}
+
+            <DialogFooter>
+              <Button type="submit">Save Changes</Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/template-move-to-folder-dialog.tsx

@@ -0,0 +1,213 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export type TemplateMoveToFolderDialogProps = {
+  templateId: number;
+  templateTitle: string;
+  isOpen: boolean;
+  onOpenChange: (open: boolean) => void;
+  currentFolderId?: string | null;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZMoveTemplateFormSchema = z.object({
+  folderId: z.string().nullable().optional(),
+});
+
+type TMoveTemplateFormSchema = z.infer<typeof ZMoveTemplateFormSchema>;
+
+export function TemplateMoveToFolderDialog({
+  templateId,
+  templateTitle,
+  isOpen,
+  onOpenChange,
+  currentFolderId,
+  ...props
+}: TemplateMoveToFolderDialogProps) {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const navigate = useNavigate();
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TMoveTemplateFormSchema>({
+    resolver: zodResolver(ZMoveTemplateFormSchema),
+    defaultValues: {
+      folderId: currentFolderId ?? null,
+    },
+  });
+
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+    {
+      parentId: currentFolderId ?? null,
+      type: FolderType.TEMPLATE,
+    },
+    {
+      enabled: isOpen,
+    },
+  );
+
+  const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    } else {
+      form.reset({ folderId: currentFolderId ?? null });
+    }
+  }, [isOpen, currentFolderId, form]);
+
+  const onSubmit = async (data: TMoveTemplateFormSchema) => {
+    try {
+      await moveTemplateToFolder({
+        templateId,
+        folderId: data.folderId ?? null,
+      });
+
+      toast({
+        title: _(msg`Template moved`),
+        description: _(msg`The template has been moved successfully.`),
+        variant: 'default',
+      });
+
+      onOpenChange(false);
+
+      const templatesPath = formatTemplatesPath(team?.url);
+
+      if (data.folderId) {
+        void navigate(`${templatesPath}/f/${data.folderId}`);
+      } else {
+        void navigate(templatesPath);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.NOT_FOUND) {
+        toast({
+          title: _(msg`Error`),
+          description: _(msg`The folder you are trying to move the template to does not exist.`),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while moving the template.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog {...props} open={isOpen} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Move Template to Folder</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Move &quot;{templateTitle}&quot; to a folder</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="mt-4 flex flex-col gap-y-4">
+            <FormField
+              control={form.control}
+              name="folderId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Folder</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <div className="space-y-2">
+                      {isFoldersLoading ? (
+                        <div className="flex h-10 items-center justify-center">
+                          <Loader2 className="h-4 w-4 animate-spin" />
+                        </div>
+                      ) : (
+                        <>
+                          <Button
+                            type="button"
+                            variant={field.value === null ? 'default' : 'outline'}
+                            className="w-full justify-start"
+                            onClick={() => field.onChange(null)}
+                            disabled={currentFolderId === null}
+                          >
+                            <HomeIcon className="mr-2 h-4 w-4" />
+                            <Trans>Root (No Folder)</Trans>
+                          </Button>
+
+                          {folders?.data?.map((folder) => (
+                            <Button
+                              key={folder.id}
+                              type="button"
+                              variant={field.value === folder.id ? 'default' : 'outline'}
+                              className="w-full justify-start"
+                              onClick={() => field.onChange(folder.id)}
+                              disabled={currentFolderId === folder.id}
+                            >
+                              <FolderIcon className="mr-2 h-4 w-4" />
+                              {folder.name}
+                            </Button>
+                          ))}
+                        </>
+                      )}
+                    </div>
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" disabled={isFoldersLoading || form.formState.isSubmitting}>
+                <Trans>Move</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+}

apps/remix/app/components/embed/authoring/configure-document-recipients.tsx

@@ -57,7 +57,7 @@ export const ConfigureDocumentRecipients = ({
     name: 'signers',
   });
 
-  const { getValues, watch } = useFormContext<TConfigureEmbedFormSchema>();
+  const { getValues, watch, setValue } = useFormContext<TConfigureEmbedFormSchema>();
 
   const signingOrder = watch('meta.signingOrder');
 
@@ -67,13 +67,16 @@ export const ConfigureDocumentRecipients = ({
 
   const onAddSigner = useCallback(() => {
     const signerNumber = signers.length + 1;
+    const recipientSigningOrder =
+      signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1;
 
     appendSigner({
       formId: nanoid(8),
       name: isTemplate ? `Recipient ${signerNumber}` : '',
       email: isTemplate ? `recipient.${signerNumber}@document.com` : '',
       role: RecipientRole.SIGNER,
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder || 0) + 1 : 1,
+      signingOrder:
+        signingOrder === DocumentSigningOrder.SEQUENTIAL ? recipientSigningOrder : undefined,
     });
   }, [appendSigner, signers]);
 
@@ -103,7 +106,7 @@ export const ConfigureDocumentRecipients = ({
       // Update signing order for each item
       const updatedSigners = remainingSigners.map((s: SignerItem, idx: number) => ({
         ...s,
-        signingOrder: idx + 1,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? idx + 1 : undefined,
       }));
 
       // Update the form
@@ -123,7 +126,7 @@ export const ConfigureDocumentRecipients = ({
       const currentSigners = getValues('signers');
       const updatedSigners = currentSigners.map((signer: SignerItem, index: number) => ({
         ...signer,
-        signingOrder: index + 1,
+        signingOrder: signingOrder === DocumentSigningOrder.SEQUENTIAL ? index + 1 : undefined,
       }));
 
       // Update the form with new ordering
@@ -132,6 +135,16 @@ export const ConfigureDocumentRecipients = ({
     [move, replace, getValues],
   );
 
+  const onSigningOrderChange = (signingOrder: DocumentSigningOrder) => {
+    setValue('meta.signingOrder', signingOrder);
+
+    if (signingOrder === DocumentSigningOrder.SEQUENTIAL) {
+      signers.forEach((_signer, index) => {
+        setValue(`signers.${index}.signingOrder`, index + 1);
+      });
+    }
+  };
+
   return (
     <div>
       <h3 className="text-foreground mb-1 text-lg font-medium">
@@ -152,11 +165,11 @@ export const ConfigureDocumentRecipients = ({
                 {...field}
                 id="signingOrder"
                 checked={field.value === DocumentSigningOrder.SEQUENTIAL}
-                onCheckedChange={(checked) => {
-                  field.onChange(
+                onCheckedChange={(checked) =>
+                  onSigningOrderChange(
                     checked ? DocumentSigningOrder.SEQUENTIAL : DocumentSigningOrder.PARALLEL,
-                  );
-                }}
+                  )
+                }
                 disabled={isSubmitting}
               />
             </FormControl>
@@ -184,6 +197,7 @@ export const ConfigureDocumentRecipients = ({
                 disabled={isSubmitting || !isSigningOrderEnabled}
               />
             </FormControl>
+
             <div className="flex items-center">
               <FormLabel
                 htmlFor="allowDictateNextSigner"
@@ -227,13 +241,14 @@ export const ConfigureDocumentRecipients = ({
                   key={signer.id}
                   draggableId={signer.id}
                   index={index}
-                  isDragDisabled={!isSigningOrderEnabled || isSubmitting}
+                  isDragDisabled={!isSigningOrderEnabled || isSubmitting || signer.disabled}
                 >
                   {(provided, snapshot) => (
-                    <div
+                    <fieldset
                       ref={provided.innerRef}
                       {...provided.draggableProps}
                       {...provided.dragHandleProps}
+                      disabled={signer.disabled}
                       className={cn('py-1', {
                         'bg-widget-foreground pointer-events-none rounded-md pt-2':
                           snapshot.isDragging,
@@ -349,7 +364,7 @@ export const ConfigureDocumentRecipients = ({
                                   {...field}
                                   isAssistantEnabled={isSigningOrderEnabled}
                                   onValueChange={field.onChange}
-                                  disabled={isSubmitting || snapshot.isDragging}
+                                  disabled={isSubmitting || snapshot.isDragging || signer.disabled}
                                 />
                               </FormControl>
                               <FormMessage />
@@ -360,13 +375,18 @@ export const ConfigureDocumentRecipients = ({
                         <Button
                           type="button"
                           variant="ghost"
-                          disabled={isSubmitting || signers.length === 1 || snapshot.isDragging}
+                          disabled={
+                            isSubmitting ||
+                            signers.length === 1 ||
+                            snapshot.isDragging ||
+                            signer.disabled
+                          }
                           onClick={() => removeSigner(index)}
                         >
                           <Trash className="h-4 w-4" />
                         </Button>
                       </motion.div>
-                    </div>
+                    </fieldset>
                   )}
                 </Draggable>
               ))}

apps/remix/app/components/embed/authoring/configure-document-view.tsx

@@ -30,10 +30,15 @@ import {
 export interface ConfigureDocumentViewProps {
   onSubmit: (data: TConfigureEmbedFormSchema) => void | Promise<void>;
   defaultValues?: Partial<TConfigureEmbedFormSchema>;
+  disableUpload?: boolean;
   isSubmitting?: boolean;
 }
 
-export const ConfigureDocumentView = ({ onSubmit, defaultValues }: ConfigureDocumentViewProps) => {
+export const ConfigureDocumentView = ({
+  onSubmit,
+  defaultValues,
+  disableUpload,
+}: ConfigureDocumentViewProps) => {
   const { isTemplate } = useConfigureDocument();
 
   const form = useForm<TConfigureEmbedFormSchema>({
@@ -47,6 +52,7 @@ export const ConfigureDocumentView = ({ onSubmit, defaultValues }: ConfigureDocu
           email: isTemplate ? `recipient.${1}@document.com` : '',
           role: RecipientRole.SIGNER,
           signingOrder: 1,
+          disabled: false,
         },
       ],
       meta: {
@@ -110,7 +116,7 @@ export const ConfigureDocumentView = ({ onSubmit, defaultValues }: ConfigureDocu
             />
           </div>
 
-          <ConfigureDocumentUpload isSubmitting={isSubmitting} />
+          {!disableUpload && <ConfigureDocumentUpload isSubmitting={isSubmitting} />}
           <ConfigureDocumentRecipients control={control} isSubmitting={isSubmitting} />
           <ConfigureDocumentAdvancedSettings control={control} isSubmitting={isSubmitting} />
 

apps/remix/app/components/embed/authoring/configure-document-view.types.ts

@@ -15,11 +15,13 @@ export const ZConfigureEmbedFormSchema = z.object({
   signers: z
     .array(
       z.object({
+        nativeId: z.number().optional(),
         formId: z.string(),
         name: z.string().min(1, { message: 'Name is required' }),
         email: z.string().email('Invalid email address'),
         role: z.enum(['SIGNER', 'CC', 'APPROVER', 'VIEWER', 'ASSISTANT']),
         signingOrder: z.number().optional(),
+        disabled: z.boolean().optional(),
       }),
     )
     .min(1, { message: 'At least one signer is required' }),
@@ -34,7 +36,7 @@ export const ZConfigureEmbedFormSchema = z.object({
     language: ZDocumentMetaLanguageSchema.optional(),
     signatureTypes: z.array(z.string()).default([]),
     signingOrder: z.enum(['SEQUENTIAL', 'PARALLEL']),
-    allowDictateNextSigner: z.boolean().default(false),
+    allowDictateNextSigner: z.boolean().default(false).optional(),
     externalId: z.string().optional(),
   }),
   documentData: z

apps/remix/app/components/embed/authoring/configure-fields-view.tsx

@@ -2,12 +2,11 @@ import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
 
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData } from '@prisma/client';
-import { FieldType, ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
+import type { DocumentData, FieldType } from '@prisma/client';
+import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
 import { ChevronsUpDown } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
-import { z } from 'zod';
 
 import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
 import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
@@ -16,7 +15,7 @@ import { type TFieldMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/fi
 import { base64 } from '@documenso/lib/universal/base64';
 import { nanoid } from '@documenso/lib/universal/id';
 import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
-import { useSignerColors } from '@documenso/ui/lib/signer-colors';
+import { useRecipientColors } from '@documenso/ui/lib/recipient-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { FieldItem } from '@documenso/ui/primitives/document-flow/field-item';
@@ -30,6 +29,7 @@ import { Sheet, SheetContent, SheetTrigger } from '@documenso/ui/primitives/shee
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import type { TConfigureEmbedFormSchema } from './configure-document-view.types';
+import type { TConfigureFieldsFormSchema } from './configure-fields-view.types';
 import { FieldAdvancedSettingsDrawer } from './field-advanced-settings-drawer';
 
 const MIN_HEIGHT_PX = 12;
@@ -38,28 +38,9 @@ const MIN_WIDTH_PX = 36;
 const DEFAULT_HEIGHT_PX = MIN_HEIGHT_PX * 2.5;
 const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
 
-export const ZConfigureFieldsFormSchema = z.object({
-  fields: z.array(
-    z.object({
-      formId: z.string().min(1),
-      id: z.string().min(1),
-      type: z.nativeEnum(FieldType),
-      signerEmail: z.string().min(1),
-      recipientId: z.number().min(0),
-      pageNumber: z.number().min(1),
-      pageX: z.number().min(0),
-      pageY: z.number().min(0),
-      pageWidth: z.number().min(0),
-      pageHeight: z.number().min(0),
-      fieldMeta: ZFieldMetaSchema.optional(),
-    }),
-  ),
-});
-
-export type TConfigureFieldsFormSchema = z.infer<typeof ZConfigureFieldsFormSchema>;
-
 export type ConfigureFieldsViewProps = {
   configData: TConfigureEmbedFormSchema;
+  documentData?: DocumentData;
   defaultValues?: Partial<TConfigureFieldsFormSchema>;
   onBack: (data: TConfigureFieldsFormSchema) => void;
   onSubmit: (data: TConfigureFieldsFormSchema) => void;
@@ -67,13 +48,14 @@ export type ConfigureFieldsViewProps = {
 
 export const ConfigureFieldsView = ({
   configData,
+  documentData,
   defaultValues,
   onBack,
   onSubmit,
 }: ConfigureFieldsViewProps) => {
+  const { _ } = useLingui();
   const { toast } = useToast();
   const { isWithinPageBounds, getFieldPosition, getPage } = useDocumentElement();
-  const { _ } = useLingui();
 
   // Track if we're on a mobile device
   const [isMobile, setIsMobile] = useState(false);
@@ -99,7 +81,11 @@ export const ConfigureFieldsView = ({
     };
   }, []);
 
-  const documentData = useMemo(() => {
+  const normalizedDocumentData = useMemo(() => {
+    if (documentData) {
+      return documentData;
+    }
+
     if (!configData.documentData) {
       return null;
     }
@@ -116,7 +102,7 @@ export const ConfigureFieldsView = ({
 
   const recipients = useMemo(() => {
     return configData.signers.map<Recipient>((signer, index) => ({
-      id: index,
+      id: signer.nativeId || index,
       name: signer.name || '',
       email: signer.email || '',
       role: signer.role,
@@ -129,14 +115,14 @@ export const ConfigureFieldsView = ({
       signedAt: null,
       authOptions: null,
       rejectionReason: null,
-      sendStatus: SendStatus.NOT_SENT,
-      readStatus: ReadStatus.NOT_OPENED,
-      signingStatus: SigningStatus.NOT_SIGNED,
+      sendStatus: signer.disabled ? SendStatus.SENT : SendStatus.NOT_SENT,
+      readStatus: signer.disabled ? ReadStatus.OPENED : ReadStatus.NOT_OPENED,
+      signingStatus: signer.disabled ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
     }));
   }, [configData.signers]);
 
   const [selectedRecipient, setSelectedRecipient] = useState<Recipient | null>(
-    () => recipients[0] || null,
+    () => recipients.find((r) => r.signingStatus === SigningStatus.NOT_SIGNED) || null,
   );
   const [selectedField, setSelectedField] = useState<FieldType | null>(null);
   const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
@@ -162,7 +148,7 @@ export const ConfigureFieldsView = ({
   });
 
   const selectedRecipientIndex = recipients.findIndex((r) => r.id === selectedRecipient?.id);
-  const selectedSignerStyles = useSignerColors(
+  const selectedRecipientStyles = useRecipientColors(
     selectedRecipientIndex === -1 ? 0 : selectedRecipientIndex,
   );
 
@@ -206,8 +192,8 @@ export const ConfigureFieldsView = ({
 
         const newField: TConfigureFieldsFormSchema['fields'][0] = {
           ...structuredClone(lastActiveField),
+          nativeId: undefined,
           formId: nanoid(12),
-          id: nanoid(12),
           signerEmail: selectedRecipient?.email ?? lastActiveField.signerEmail,
           recipientId: selectedRecipient?.id ?? lastActiveField.recipientId,
           pageX: lastActiveField.pageX + 3,
@@ -229,8 +215,8 @@ export const ConfigureFieldsView = ({
 
         append({
           ...copiedField,
+          nativeId: undefined,
           formId: nanoid(12),
-          id: nanoid(12),
           signerEmail: selectedRecipient?.email ?? copiedField.signerEmail,
           recipientId: selectedRecipient?.id ?? copiedField.recipientId,
           pageX: copiedField.pageX + 3,
@@ -303,7 +289,6 @@ export const ConfigureFieldsView = ({
       pageY -= fieldPageHeight / 2;
 
       const field = {
-        id: nanoid(12),
         formId: nanoid(12),
         type: selectedField,
         pageNumber,
@@ -505,7 +490,7 @@ export const ConfigureFieldsView = ({
               <div
                 className={cn(
                   'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white transition duration-200 [container-type:size]',
-                  selectedSignerStyles.default.base,
+                  selectedRecipientStyles.base,
                   {
                     '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
                     'dark:text-black/60': isFieldWithinBounds,
@@ -526,9 +511,9 @@ export const ConfigureFieldsView = ({
             )}
 
             <Form {...form}>
-              {documentData && (
+              {normalizedDocumentData && (
                 <div>
-                  <PDFViewer documentData={documentData} />
+                  <PDFViewer documentData={normalizedDocumentData} />
 
                   <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
                     {localFields.map((field, index) => {

apps/remix/app/components/embed/authoring/configure-fields-view.types.ts

@@ -0,0 +1,29 @@
+import { z } from 'zod';
+
+import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { FieldType } from '@documenso/prisma/client';
+
+export const ZConfigureFieldsFormSchema = z.object({
+  fields: z.array(
+    z.object({
+      nativeId: z.number().optional(),
+      formId: z.string().min(1),
+      type: z.nativeEnum(FieldType),
+      signerEmail: z.string().min(1),
+      inserted: z.boolean().optional(),
+      recipientId: z.number().min(0),
+      pageNumber: z.number().min(1),
+      pageX: z.number().min(0),
+      pageY: z.number().min(0),
+      pageWidth: z.number().min(0),
+      pageHeight: z.number().min(0),
+      fieldMeta: ZFieldMetaSchema.optional(),
+    }),
+  ),
+});
+
+export type TConfigureFieldsFormSchema = z.infer<typeof ZConfigureFieldsFormSchema>;
+
+export type TConfigureFieldsFormSchemaField = z.infer<
+  typeof ZConfigureFieldsFormSchema
+>['fields'][number];

apps/remix/app/components/embed/authoring/field-advanced-settings-drawer.tsx

@@ -1,6 +1,5 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import type { FieldType } from '@prisma/client';
 
 import { type TFieldMetaSchema as FieldMeta } from '@documenso/lib/types/field-meta';
 import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
@@ -8,35 +7,13 @@ import { FieldAdvancedSettings } from '@documenso/ui/primitives/document-flow/fi
 import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
 import { Sheet, SheetContent, SheetTitle } from '@documenso/ui/primitives/sheet';
 
+import type { TConfigureFieldsFormSchemaField } from './configure-fields-view.types';
+
 export type FieldAdvancedSettingsDrawerProps = {
   isOpen: boolean;
   onOpenChange: (isOpen: boolean) => void;
-  currentField: {
-    id: string;
-    formId: string;
-    type: FieldType;
-    pageNumber: number;
-    pageX: number;
-    pageY: number;
-    pageWidth: number;
-    pageHeight: number;
-    recipientId: number;
-    signerEmail: string;
-    fieldMeta?: FieldMeta;
-  } | null;
-  fields: Array<{
-    id: string;
-    formId: string;
-    type: FieldType;
-    pageNumber: number;
-    pageX: number;
-    pageY: number;
-    pageWidth: number;
-    pageHeight: number;
-    recipientId: number;
-    signerEmail: string;
-    fieldMeta?: FieldMeta;
-  }>;
+  currentField: TConfigureFieldsFormSchemaField | null;
+  fields: TConfigureFieldsFormSchemaField[];
   onFieldUpdate: (formId: string, fieldMeta: FieldMeta) => void;
 };
 

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

@@ -20,6 +20,7 @@ import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
@@ -37,7 +38,6 @@ import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-sc
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
 import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
-import { DocumentReadOnlyFields } from '../general/document/document-read-only-fields';
 import { EmbedClientLoading } from './embed-client-loading';
 import { EmbedDocumentCompleted } from './embed-document-completed';
 import { EmbedDocumentFields } from './embed-document-fields';

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

@@ -9,6 +9,10 @@ import { z } from 'zod';
 
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import type { TTemplate } from '@documenso/lib/types/template';
+import {
+  DocumentReadOnlyFields,
+  mapFieldsWithRecipients,
+} from '@documenso/ui/components/document/document-read-only-fields';
 import {
   DocumentFlowFormContainerActions,
   DocumentFlowFormContainerContent,
@@ -16,7 +20,6 @@ import {
   DocumentFlowFormContainerHeader,
   DocumentFlowFormContainerStep,
 } from '@documenso/ui/primitives/document-flow/document-flow-root';
-import { ShowFieldItem } from '@documenso/ui/primitives/document-flow/show-field-item';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import {
   Form,
@@ -97,14 +100,16 @@ export const DirectTemplateConfigureForm = ({
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
 
       <DocumentFlowFormContainerContent>
-        {isDocumentPdfLoaded &&
-          directTemplateRecipient.fields.map((field, index) => (
-            <ShowFieldItem
-              key={index}
-              field={field}
-              recipients={recipientsWithBlankDirectRecipientEmail}
-            />
-          ))}
+        {isDocumentPdfLoaded && (
+          <DocumentReadOnlyFields
+            fields={mapFieldsWithRecipients(
+              directTemplateRecipient.fields,
+              recipientsWithBlankDirectRecipientEmail,
+            )}
+            recipientIds={recipients.map((recipient) => recipient.id)}
+            showRecipientColors={true}
+          />
+        )}
 
         <Form {...form}>
           <fieldset

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

@@ -8,6 +8,7 @@ import { useNavigate, useSearchParams } from 'react-router';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { trpc } from '@documenso/trpc/react';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
@@ -103,11 +104,17 @@ export const DirectTemplatePageView = ({
         directRecipientEmail: recipient.email,
         templateUpdatedAt: template.updatedAt,
         signedFieldValues: fields.map((field) => {
-          if (!field.signedValue) {
+          if (isRequiredField(field) && !field.signedValue) {
             throw new Error('Invalid configuration');
           }
 
-          return field.signedValue;
+          return {
+            token: field.signedValue?.token ?? '',
+            fieldId: field.signedValue?.fieldId ?? 0,
+            value: field.signedValue?.value,
+            isBase64: field.signedValue?.isBase64,
+            authOptions: field.signedValue?.authOptions,
+          };
         }),
       });
 

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

@@ -17,6 +17,7 @@ import {
   ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import type { TTemplate } from '@documenso/lib/types/template';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type {
   TRemovedSignedFieldWithTokenMutationSchema,
@@ -78,6 +79,10 @@ export const DirectTemplateSigningForm = ({
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
   const [isSubmitting, setIsSubmitting] = useState(false);
 
+  const fieldsRequiringValidation = useMemo(() => {
+    return localFields.filter((field) => isFieldUnsignedAndRequired(field));
+  }, [localFields]);
+
   const { currentStep, totalSteps, previousStep } = useStep();
 
   const onSignField = (value: TSignFieldWithTokenMutationSchema) => {
@@ -134,18 +139,18 @@ export const DirectTemplateSigningForm = ({
   };
 
   const uninsertedFields = useMemo(() => {
-    return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
+    return sortFieldsByPosition(fieldsRequiringValidation);
   }, [localFields]);
 
   const fieldsValidated = () => {
     setValidateUninsertedFields(true);
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(fieldsRequiringValidation);
   };
 
   const handleSubmit = async () => {
     setValidateUninsertedFields(true);
 
-    const isFieldsValid = validateFieldsInserted(localFields);
+    const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
 
     if (!isFieldsValid) {
       return;

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

@@ -97,6 +97,12 @@ export const DocumentSigningCheckboxField = ({
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
+      // Do nothing, this should only happen when the user clicks the field, but
+      // misses the checkbox which triggers this callback.
+      if (checkedValues.length === 0) {
+        return;
+      }
+
       if (!isLengthConditionMet) {
         return;
       }
@@ -270,21 +276,26 @@ export const DocumentSigningCheckboxField = ({
               {validationSign?.label} {checkboxValidationLength}
             </FieldToolTip>
           )}
-          <div className="z-50 flex flex-col gap-y-2">
+          <div className="z-50 my-0.5 flex flex-col gap-y-1">
             {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
               const itemValue = item.value || `empty-value-${item.id}`;
 
               return (
-                <div key={index} className="flex items-center gap-x-1.5">
+                <div key={index} className="flex items-center">
                   <Checkbox
-                    className="h-4 w-4"
-                    id={`checkbox-${index}`}
+                    className="h-3 w-3"
+                    id={`checkbox-${field.id}-${item.id}`}
                     checked={checkedValues.includes(itemValue)}
                     onCheckedChange={() => handleCheckboxChange(item.value, item.id)}
                   />
-                  <Label htmlFor={`checkbox-${index}`}>
-                    {item.value.includes('empty-value-') ? '' : item.value}
-                  </Label>
+                  {!item.value.includes('empty-value-') && item.value && (
+                    <Label
+                      htmlFor={`checkbox-${field.id}-${item.id}`}
+                      className="text-foreground ml-1.5 text-xs font-normal"
+                    >
+                      {item.value}
+                    </Label>
+                  )}
                 </div>
               );
             })}
@@ -293,22 +304,27 @@ export const DocumentSigningCheckboxField = ({
       )}
 
       {field.inserted && (
-        <div className="flex flex-col gap-y-1">
+        <div className="my-0.5 flex flex-col gap-y-1">
           {values?.map((item: { id: number; value: string; checked: boolean }, index: number) => {
             const itemValue = item.value || `empty-value-${item.id}`;
 
             return (
-              <div key={index} className="flex items-center gap-x-1.5">
+              <div key={index} className="flex items-center">
                 <Checkbox
                   className="h-3 w-3"
-                  id={`checkbox-${index}`}
+                  id={`checkbox-${field.id}-${item.id}`}
                   checked={parsedCheckedValues.includes(itemValue)}
                   disabled={isLoading}
                   onCheckedChange={() => void handleCheckboxOptionClick(item)}
                 />
-                <Label htmlFor={`checkbox-${index}`} className="text-xs">
-                  {item.value.includes('empty-value-') ? '' : item.value}
-                </Label>
+                {!item.value.includes('empty-value-') && item.value && (
+                  <Label
+                    htmlFor={`checkbox-${field.id}-${item.id}`}
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    {item.value}
+                  </Label>
+                )}
               </div>
             );
           })}

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

@@ -281,7 +281,7 @@ export const DocumentSigningCompleteDialog = ({
                 <div className="flex w-full flex-1 flex-nowrap gap-4">
                   <Button
                     type="button"
-                    className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                    className="flex-1"
                     variant="secondary"
                     onClick={() => setShowDialog(false)}
                     disabled={form.formState.isSubmitting}

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

@@ -142,7 +142,7 @@ export const DocumentSigningDateField = ({
       )}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <p className="group-hover:text-primary text-foreground group-hover:text-recipient-green text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
           <Trans>Date</Trans>
         </p>
       )}
@@ -151,12 +151,10 @@ export const DocumentSigningDateField = ({
         <div className="flex h-full w-full items-center">
           <p
             className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+              'text-foreground w-full whitespace-nowrap text-left text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
               {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
+                '!text-center': parsedFieldMeta?.textAlign === 'center',
+                '!text-right': parsedFieldMeta?.textAlign === 'right',
               },
             )}
           >

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

@@ -177,15 +177,11 @@ export const DocumentSigningDropdownField = ({
         )}
 
         {!field.inserted && (
-          <p className="group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200">
+          <p className="group-hover:text-primary text-foreground flex flex-col items-center justify-center duration-200">
             <Select value={localChoice} onValueChange={handleSelectItem}>
               <SelectTrigger
                 className={cn(
-                  'text-muted-foreground z-10 h-full w-full border-none ring-0 focus:ring-0',
-                  {
-                    'hover:text-red-300': parsedFieldMeta.required,
-                    'hover:text-yellow-300': !parsedFieldMeta.required,
-                  },
+                  'text-foreground z-10 h-full w-full border-none ring-0 focus:border-none focus:ring-0',
                 )}
               >
                 <SelectValue
@@ -205,7 +201,7 @@ export const DocumentSigningDropdownField = ({
         )}
 
         {field.inserted && (
-          <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+          <p className="text-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
             {field.customText}
           </p>
         )}

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

@@ -1,7 +1,6 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -14,10 +13,14 @@ import type {
   TRemovedSignedFieldWithTokenMutationSchema,
   TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
-import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -120,34 +123,18 @@ export const DocumentSigningEmailField = ({
 
   return (
     <DocumentSigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Email">
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Email</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
     </DocumentSigningFieldContainer>
   );

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

@@ -2,12 +2,14 @@ import React from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import { FieldType } from '@prisma/client';
+import { TooltipArrow } from '@radix-ui/react-tooltip';
 import { X } from 'lucide-react';
 
 import { type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { RECIPIENT_COLOR_STYLES } from '@documenso/ui/lib/recipient-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
@@ -128,57 +130,51 @@ export const DocumentSigningFieldContainer = ({
   };
 
   return (
-    <div className={cn('[container-type:size]', { group: type === 'Checkbox' })}>
-      <FieldRootContainer field={field}>
+    <div className={cn('[container-type:size]')}>
+      <FieldRootContainer color={RECIPIENT_COLOR_STYLES.green} field={field}>
         {!field.inserted && !loading && !readOnlyField && (
           <button
             type="submit"
-            className="absolute inset-0 z-10 h-full w-full rounded-md border"
+            className="absolute inset-0 z-10 h-full w-full rounded-[2px]"
             onClick={async () => handleInsertField()}
           />
         )}
 
         {readOnlyField && (
           <button className="bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100">
-            <span className="bg-foreground/50 dark:bg-background/50 text-background dark:text-foreground rounded-xl p-2">
+            <span className="bg-foreground/50 text-background rounded-xl p-2">
               <Trans>Read only field</Trans>
             </span>
           </button>
         )}
 
-        {type === 'Date' && field.inserted && !loading && !readOnlyField && (
-          <Tooltip delayDuration={0}>
-            <TooltipTrigger asChild>
-              <button
-                className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100"
-                onClick={onRemoveSignedFieldClick}
-              >
-                <Trans>Remove</Trans>
-              </button>
-            </TooltipTrigger>
-
-            {tooltipText && <TooltipContent className="max-w-xs">{tooltipText}</TooltipContent>}
-          </Tooltip>
-        )}
-
         {type === 'Checkbox' && field.inserted && !loading && !readOnlyField && (
           <button
-            className="dark:bg-background absolute -bottom-10 flex items-center justify-evenly rounded-md border bg-gray-900 opacity-0 group-hover:opacity-100"
+            className="absolute -bottom-10 flex items-center justify-evenly rounded-md border bg-gray-900 opacity-0 group-hover:opacity-100"
             onClick={() => void onClearCheckBoxValues(type)}
           >
-            <span className="dark:text-muted-foreground/50 dark:hover:text-muted-foreground dark:hover:bg-foreground/10 rounded-md p-1 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100">
+            <span className="rounded-md p-1 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100">
               <X className="h-4 w-4" />
             </span>
           </button>
         )}
 
-        {type !== 'Date' && type !== 'Checkbox' && field.inserted && !loading && !readOnlyField && (
-          <button
-            className="text-destructive bg-background/50 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 duration-200 group-hover:opacity-100"
-            onClick={onRemoveSignedFieldClick}
-          >
-            <Trans>Remove</Trans>
-          </button>
+        {type !== 'Checkbox' && field.inserted && !loading && !readOnlyField && (
+          <Tooltip delayDuration={0}>
+            <TooltipTrigger asChild>
+              <button className="absolute inset-0 z-10" onClick={onRemoveSignedFieldClick}></button>
+            </TooltipTrigger>
+
+            <TooltipContent
+              className="border-0 bg-orange-300 fill-orange-300 font-bold text-orange-900"
+              sideOffset={2}
+            >
+              {tooltipText && <p>{tooltipText}</p>}
+
+              <Trans>Remove</Trans>
+              <TooltipArrow />
+            </TooltipContent>
+          </Tooltip>
         )}
 
         {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&

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

@@ -0,0 +1,51 @@
+import { Loader } from 'lucide-react';
+
+import { cn } from '@documenso/ui/lib/utils';
+
+export const DocumentSigningFieldsLoader = () => {
+  return (
+    <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
+      <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
+    </div>
+  );
+};
+
+export const DocumentSigningFieldsUninserted = ({ children }: { children: React.ReactNode }) => {
+  return (
+    <p className="group-hover:text-primary text-foreground group-hover:text-recipient-green text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+      {children}
+    </p>
+  );
+};
+
+type DocumentSigningFieldsInsertedProps = {
+  children: React.ReactNode;
+
+  /**
+   * The text alignment of the field.
+   *
+   * Defaults to left.
+   */
+  textAlign?: 'left' | 'center' | 'right';
+};
+
+export const DocumentSigningFieldsInserted = ({
+  children,
+  textAlign = 'left',
+}: DocumentSigningFieldsInsertedProps) => {
+  return (
+    <div className="flex h-full w-full items-center">
+      <p
+        className={cn(
+          'text-foreground w-full text-left text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
+          {
+            '!text-center': textAlign === 'center',
+            '!text-right': textAlign === 'right',
+          },
+        )}
+      >
+        {children}
+      </p>
+    </div>
+  );
+};

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

@@ -1,12 +1,12 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { ZInitialsFieldMeta } from '@documenso/lib/types/field-meta';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -17,6 +17,11 @@ import type {
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -50,6 +55,9 @@ export const DocumentSigningInitialsField = ({
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading;
 
+  const safeFieldMeta = ZInitialsFieldMeta.safeParse(field.fieldMeta);
+  const parsedFieldMeta = safeFieldMeta.success ? safeFieldMeta.data : null;
+
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
       const value = initials ?? '';
@@ -122,22 +130,18 @@ export const DocumentSigningInitialsField = ({
       onRemove={onRemove}
       type="Initials"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground text-[clamp(0.425rem,25cqw,0.825rem)] duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Initials</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <p className="text-muted-foreground dark:text-background/80 text-[clamp(0.425rem,25cqw,0.825rem)] duration-200">
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
           {field.customText}
-        </p>
+        </DocumentSigningFieldsInserted>
       )}
     </DocumentSigningFieldContainer>
   );

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

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -16,7 +15,6 @@ import type {
   TRemovedSignedFieldWithTokenMutationSchema,
   TSignFieldWithTokenMutationSchema,
 } from '@documenso/trpc/server/field-router/schema';
-import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
@@ -25,6 +23,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
@@ -166,34 +169,18 @@ export const DocumentSigningNameField = ({
       onRemove={onRemove}
       type="Name"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p className="group-hover:text-primary text-muted-foreground duration-200 group-hover:text-yellow-300">
+        <DocumentSigningFieldsUninserted>
           <Trans>Name</Trans>
-        </p>
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showFullNameModal} onOpenChange={setShowFullNameModal}>
@@ -202,7 +189,7 @@ export const DocumentSigningNameField = ({
             <Trans>
               Sign as
               <div>
-                {recipient.name} <div className="text-muted-foreground">({recipient.email})</div>
+                {recipient.name} <div className="text-foreground">({recipient.email})</div>
               </div>
             </Trans>
           </DialogTitle>
@@ -224,7 +211,7 @@ export const DocumentSigningNameField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowFullNameModal(false);

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

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { Hash, Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { validateNumberField } from '@documenso/lib/advanced-fields-validation/validate-number';
@@ -25,6 +24,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 type ValidationErrors = {
@@ -245,45 +249,16 @@ export const DocumentSigningNumberField = ({
       onRemove={onRemove}
       type="Number"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p
-          className={cn(
-            'group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200',
-            {
-              'group-hover:text-yellow-300': !field.inserted && !parsedFieldMeta?.required,
-              'group-hover:text-red-300': !field.inserted && parsedFieldMeta?.required,
-            },
-          )}
-        >
-          <span className="flex items-center justify-center gap-x-1">
-            <Hash className="h-[clamp(0.625rem,20cqw,0.925rem)] w-[clamp(0.625rem,20cqw,0.925rem)]" />{' '}
-            <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">{fieldDisplayName}</span>
-          </span>
-        </p>
+        <DocumentSigningFieldsUninserted>{fieldDisplayName}</DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showNumberModal} onOpenChange={setShowNumberModal}>
@@ -339,7 +314,7 @@ export const DocumentSigningNumberField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowNumberModal(false);

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

@@ -19,6 +19,7 @@ import {
 import type { CompletedField } from '@documenso/lib/types/fields';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
@@ -36,7 +37,6 @@ import { DocumentSigningRadioField } from '~/components/general/document-signing
 import { DocumentSigningRejectDialog } from '~/components/general/document-signing/document-signing-reject-dialog';
 import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
 import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
-import { DocumentReadOnlyFields } from '~/components/general/document/document-read-only-fields';
 
 import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
 
@@ -157,7 +157,11 @@ export const DocumentSigningPageView = ({
           </div>
         </div>
 
-        <DocumentReadOnlyFields documentMeta={documentMeta || undefined} fields={completedFields} />
+        <DocumentReadOnlyFields
+          documentMeta={documentMeta || undefined}
+          fields={completedFields}
+          showRecipientTooltip={true}
+        />
 
         {recipient.role !== RecipientRole.ASSISTANT && (
           <DocumentSigningAutoSign recipient={recipient} fields={fields} />

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

@@ -2,7 +2,6 @@ import { useEffect, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Loader } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
@@ -21,6 +20,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import { DocumentSigningFieldsLoader } from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 export type DocumentSigningRadioFieldProps = {
@@ -150,44 +150,52 @@ export const DocumentSigningRadioField = ({
 
   return (
     <DocumentSigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Radio">
-      {isLoading && (
-        <div className="bg-background absolute inset-0 z-20 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <RadioGroup onValueChange={(value) => handleSelectItem(value)} className="z-10">
+        <RadioGroup
+          onValueChange={(value) => handleSelectItem(value)}
+          className="z-10 my-0.5 gap-y-1"
+        >
           {values?.map((item, index) => (
-            <div key={index} className="flex items-center gap-x-1.5">
+            <div key={index} className="flex items-center">
               <RadioGroupItem
-                className="h-4 w-4 shrink-0"
+                className="h-3 w-3 shrink-0"
                 value={item.value}
-                id={`option-${index}`}
+                id={`option-${field.id}-${item.id}`}
                 checked={item.checked}
               />
-
-              <Label htmlFor={`option-${index}`}>
-                {item.value.includes('empty-value-') ? '' : item.value}
-              </Label>
+              {!item.value.includes('empty-value-') && item.value && (
+                <Label
+                  htmlFor={`option-${field.id}-${item.id}`}
+                  className="text-foreground ml-1.5 text-xs font-normal"
+                >
+                  {item.value}
+                </Label>
+              )}
             </div>
           ))}
         </RadioGroup>
       )}
 
       {field.inserted && (
-        <RadioGroup className="gap-y-1">
+        <RadioGroup className="my-0.5 gap-y-1">
           {values?.map((item, index) => (
-            <div key={index} className="flex items-center gap-x-1.5">
+            <div key={index} className="flex items-center">
               <RadioGroupItem
                 className="h-3 w-3"
                 value={item.value}
-                id={`option-${index}`}
+                id={`option-${field.id}-${item.id}`}
                 checked={item.value === field.customText}
               />
-              <Label htmlFor={`option-${index}`} className="text-xs">
-                {item.value.includes('empty-value-') ? '' : item.value}
-              </Label>
+              {!item.value.includes('empty-value-') && item.value && (
+                <Label
+                  htmlFor={`option-${field.id}-${item.id}`}
+                  className="text-foreground ml-1.5 text-xs font-normal"
+                >
+                  {item.value}
+                </Label>
+              )}
             </div>
           ))}
         </RadioGroup>

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

@@ -242,7 +242,7 @@ export const DocumentSigningSignatureField = ({
       )}
 
       {state === 'empty' && (
-        <p className="group-hover:text-primary font-signature text-muted-foreground text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200 group-hover:text-yellow-300">
+        <p className="group-hover:text-primary font-signature text-muted-foreground group-hover:text-recipient-green text-[clamp(0.575rem,25cqw,1.2rem)] text-xl duration-200">
           <Trans>Signature</Trans>
         </p>
       )}
@@ -259,7 +259,7 @@ export const DocumentSigningSignatureField = ({
         <div ref={containerRef} className="flex h-full w-full items-center justify-center p-2">
           <p
             ref={signatureRef}
-            className="font-signature text-muted-foreground dark:text-background w-full overflow-hidden break-all text-center leading-tight duration-200"
+            className="font-signature text-muted-foreground w-full overflow-hidden break-all text-center leading-tight duration-200"
             style={{ fontSize: `${fontSize}rem` }}
           >
             {signature?.typedSignature}
@@ -291,7 +291,7 @@ export const DocumentSigningSignatureField = ({
             <div className="flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
+                className="flex-1"
                 variant="secondary"
                 onClick={() => {
                   setShowSignatureModal(false);

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

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Plural, Trans } from '@lingui/react/macro';
-import { Loader, Type } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 import { validateTextField } from '@documenso/lib/advanced-fields-validation/validate-text';
@@ -25,6 +24,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningFieldContainer } from './document-signing-field-container';
+import {
+  DocumentSigningFieldsInserted,
+  DocumentSigningFieldsLoader,
+  DocumentSigningFieldsUninserted,
+} from './document-signing-fields';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 export type DocumentSigningTextFieldProps = {
@@ -248,49 +252,20 @@ export const DocumentSigningTextField = ({
       onRemove={onRemove}
       type="Text"
     >
-      {isLoading && (
-        <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
-          <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
-        </div>
-      )}
+      {isLoading && <DocumentSigningFieldsLoader />}
 
       {!field.inserted && (
-        <p
-          className={cn(
-            'group-hover:text-primary text-muted-foreground flex flex-col items-center justify-center duration-200',
-            {
-              'group-hover:text-yellow-300': !field.inserted && !parsedFieldMeta?.required,
-              'group-hover:text-red-300': !field.inserted && parsedFieldMeta?.required,
-            },
-          )}
-        >
-          <span className="flex items-center justify-center gap-x-1">
-            <Type className="h-[clamp(0.625rem,20cqw,0.925rem)] w-[clamp(0.625rem,20cqw,0.925rem)]" />
-            <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
-              {fieldDisplayName || <Trans>Text</Trans>}
-            </span>
-          </span>
-        </p>
+        <DocumentSigningFieldsUninserted>
+          {fieldDisplayName || <Trans>Text</Trans>}
+        </DocumentSigningFieldsUninserted>
       )}
 
       {field.inserted && (
-        <div className="flex h-full w-full items-center">
-          <p
-            className={cn(
-              'text-muted-foreground dark:text-background/80 w-full text-[clamp(0.425rem,25cqw,0.825rem)] duration-200',
-              {
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
-                'text-right': parsedFieldMeta?.textAlign === 'right',
-              },
-            )}
-          >
-            {field.customText.length < 20
-              ? field.customText
-              : field.customText.substring(0, 20) + '...'}
-          </p>
-        </div>
+        <DocumentSigningFieldsInserted textAlign={parsedFieldMeta?.textAlign}>
+          {field.customText.length < 20
+            ? field.customText
+            : field.customText.substring(0, 20) + '...'}
+        </DocumentSigningFieldsInserted>
       )}
 
       <Dialog open={showCustomTextModal} onOpenChange={setShowCustomTextModal}>
@@ -304,11 +279,9 @@ export const DocumentSigningTextField = ({
               id="custom-text"
               placeholder={parsedFieldMeta?.placeholder ?? _(msg`Enter your text here`)}
               className={cn('mt-2 w-full rounded-md', {
-                'border-2 border-red-300 ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
                   userInputHasErrors,
-                'text-left': parsedFieldMeta?.textAlign === 'left',
-                'text-center':
-                  !parsedFieldMeta?.textAlign || parsedFieldMeta?.textAlign === 'center',
+                'text-center': parsedFieldMeta?.textAlign === 'center',
                 'text-right': parsedFieldMeta?.textAlign === 'right',
               })}
               value={localText}
@@ -354,8 +327,8 @@ export const DocumentSigningTextField = ({
             <div className="mt-4 flex w-full flex-1 flex-nowrap gap-4">
               <Button
                 type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 flex-1 bg-black/5 hover:bg-black/10"
                 variant="secondary"
+                className="flex-1"
                 onClick={() => {
                   setShowCustomTextModal(false);
                   setLocalCustomText('');

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

@@ -0,0 +1,106 @@
+import { useEffect, useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import type { DocumentData } from '@prisma/client';
+import { DateTime } from 'luxon';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+
+import { ShareDocumentDownloadButton } from '../share-document-download-button';
+
+export type DocumentCertificateQRViewProps = {
+  documentId: number;
+  title: string;
+  documentData: DocumentData;
+  password?: string | null;
+  recipientCount?: number;
+  completedDate?: Date;
+};
+
+export const DocumentCertificateQRView = ({
+  documentId,
+  title,
+  documentData,
+  password,
+  recipientCount = 0,
+  completedDate,
+}: DocumentCertificateQRViewProps) => {
+  const { data: documentUrl } = trpc.shareLink.getDocumentInternalUrlForQRCode.useQuery({
+    documentId,
+  });
+
+  const [isDialogOpen, setIsDialogOpen] = useState(() => !!documentUrl);
+
+  const formattedDate = completedDate
+    ? DateTime.fromJSDate(completedDate).toLocaleString(DateTime.DATETIME_MED)
+    : '';
+
+  useEffect(() => {
+    if (documentUrl) {
+      setIsDialogOpen(true);
+    }
+  }, [documentUrl]);
+
+  return (
+    <div className="mx-auto w-full max-w-screen-md">
+      {/* Dialog for internal document link */}
+      {documentUrl && (
+        <Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
+          <DialogContent>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Document found in your account</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>
+                  This document is available in your Documenso account. You can view more details,
+                  recipients, and audit logs there.
+                </Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <DialogFooter className="flex flex-row justify-end gap-2">
+              <Button asChild>
+                <a href={documentUrl} target="_blank" rel="noopener noreferrer">
+                  <Trans>Go to document</Trans>
+                </a>
+              </Button>
+            </DialogFooter>
+          </DialogContent>
+        </Dialog>
+      )}
+
+      <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={documentData} />
+      </div>
+
+      <div className="mt-12 w-full">
+        <PDFViewer key={documentData.id} documentData={documentData} password={password} />
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/document/document-drop-zone-wrapper.tsx

@@ -0,0 +1,192 @@
+import { type ReactNode, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Loader } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { Link, useNavigate, useParams } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+export interface DocumentDropZoneWrapperProps {
+  children: ReactNode;
+  className?: string;
+}
+
+export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZoneWrapperProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { user } = useSession();
+  const { folderId } = useParams();
+
+  const team = useOptionalCurrentTeam();
+
+  const navigate = useNavigate();
+  const analytics = useAnalytics();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  const userTimezone =
+    TIME_ZONES.find((timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone) ??
+    DEFAULT_DOCUMENT_TIME_ZONE;
+
+  const { quota, remaining, refreshLimits } = useLimits();
+
+  const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
+
+  const isUploadDisabled = remaining.documents === 0 || !user.emailVerified;
+
+  const onFileDrop = async (file: File) => {
+    if (isUploadDisabled && IS_BILLING_ENABLED()) {
+      await navigate('/settings/billing');
+      return;
+    }
+
+    try {
+      setIsLoading(true);
+
+      const response = await putPdfFile(file);
+
+      const { id } = await createDocument({
+        title: file.name,
+        documentDataId: response.id,
+        timezone: userTimezone,
+        folderId: folderId ?? undefined,
+      });
+
+      void refreshLimits();
+
+      toast({
+        title: _(msg`Document uploaded`),
+        description: _(msg`Your document has been uploaded successfully.`),
+        duration: 5000,
+      });
+
+      analytics.capture('App: Document Uploaded', {
+        userId: user.id,
+        documentId: id,
+        timestamp: new Date().toISOString(),
+      });
+
+      await navigate(
+        folderId
+          ? `${formatDocumentsPath(team?.url)}/f/${folderId}/${id}/edit`
+          : `${formatDocumentsPath(team?.url)}/${id}/edit`,
+      );
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs`)
+        .with(
+          AppErrorCode.LIMIT_EXCEEDED,
+          () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
+        )
+        .otherwise(() => msg`An error occurred while uploading your document.`);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 7500,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onFileDropRejected = () => {
+    toast({
+      title: _(msg`Your document failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    //disabled: isUploadDisabled,
+    multiple: false,
+    maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
+    onDrop: ([acceptedFile]) => {
+      if (acceptedFile) {
+        void onFileDrop(acceptedFile);
+      }
+    },
+    onDropRejected: () => {
+      void onFileDropRejected();
+    },
+    noClick: true,
+    noDragEventsBubbling: true,
+  });
+
+  return (
+    <div {...getRootProps()} className={cn('relative min-h-screen', className)}>
+      <input {...getInputProps()} />
+      {children}
+
+      {isDragActive && (
+        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
+          <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
+            <h2 className="text-foreground text-2xl font-semibold">
+              <Trans>Upload Document</Trans>
+            </h2>
+
+            <p className="text-muted-foreground text-md mt-4">
+              <Trans>Drag and drop your PDF file here</Trans>
+            </p>
+
+            {isUploadDisabled && IS_BILLING_ENABLED() && (
+              <Link
+                to="/settings/billing"
+                className="mt-4 text-sm text-amber-500 hover:underline dark:text-amber-400"
+              >
+                <Trans>Upgrade your plan to upload more documents</Trans>
+              </Link>
+            )}
+
+            {!isUploadDisabled &&
+              team?.id === undefined &&
+              remaining.documents > 0 &&
+              Number.isFinite(remaining.documents) && (
+                <p className="text-muted-foreground/80 mt-4 text-sm">
+                  <Trans>
+                    {remaining.documents} of {quota.documents} documents remaining this month.
+                  </Trans>
+                </p>
+              )}
+          </div>
+        </div>
+      )}
+
+      {isLoading && (
+        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
+          <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
+            <Loader className="text-primary h-12 w-12 animate-spin" />
+            <p className="text-foreground mt-8 font-medium">
+              <Trans>Uploading document...</Trans>
+            </p>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+};

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

@@ -38,6 +38,9 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
   const role = recipient?.role;
 
   const documentsPath = formatDocumentsPath(document.team?.url);
+  const formatPath = document.folderId
+    ? `${documentsPath}/f/${document.folderId}/${document.id}/edit`
+    : `${documentsPath}/${document.id}/edit`;
 
   const onDownloadClick = async () => {
     try {
@@ -101,7 +104,7 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
     ))
     .with({ isComplete: false }, () => (
       <Button className="w-full" asChild>
-        <Link to={`${documentsPath}/${document.id}/edit`}>
+        <Link to={formatPath}>
           <Trans>Edit</Trans>
         </Link>
       </Button>

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

@@ -3,8 +3,8 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentStatus } from '@prisma/client';
 import type { Document, Recipient, Team, User } from '@prisma/client';
+import { DocumentStatus } from '@prisma/client';
 import {
   Copy,
   Download,
@@ -15,8 +15,7 @@ import {
   Share,
   Trash2,
 } from 'lucide-react';
-import { Link } from 'react-router';
-import { useNavigate } from 'react-router';
+import { Link, useNavigate } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
@@ -99,6 +98,35 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
     }
   };
 
+  const onDownloadOriginalClick = async () => {
+    try {
+      const documentWithData = await trpcClient.document.getDocumentById.query(
+        {
+          documentId: document.id,
+        },
+        {
+          context: {
+            teamId: team?.id?.toString(),
+          },
+        },
+      );
+
+      const documentData = documentWithData?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: document.title, version: 'original' });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`An error occurred while downloading your document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const nonSignedRecipients = document.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -128,6 +156,11 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuItem onClick={onDownloadOriginalClick}>
+          <Download className="mr-2 h-4 w-4" />
+          <Trans>Download Original</Trans>
+        </DropdownMenuItem>
+
         <DropdownMenuItem asChild>
           <Link to={`${documentsPath}/${document.id}/logs`}>
             <ScrollTextIcon className="mr-2 h-4 w-4" />

apps/remix/app/components/general/document/document-read-only-fields.tsx

@@ -1,171 +0,0 @@
-import { useState } from 'react';
-
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta, TemplateMeta } from '@prisma/client';
-import { FieldType, SigningStatus } from '@prisma/client';
-import { Clock, EyeOffIcon } from 'lucide-react';
-import { P, match } from 'ts-pattern';
-
-import {
-  DEFAULT_DOCUMENT_DATE_FORMAT,
-  convertToLocalSystemFormat,
-} from '@documenso/lib/constants/date-formats';
-import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
-import type { DocumentField } from '@documenso/lib/server-only/field/get-fields-for-document';
-import { parseMessageDescriptor } from '@documenso/lib/utils/i18n';
-import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
-import { FieldRootContainer } from '@documenso/ui/components/field/field';
-import { SignatureIcon } from '@documenso/ui/icons/signature';
-import { cn } from '@documenso/ui/lib/utils';
-import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
-import { Badge } from '@documenso/ui/primitives/badge';
-import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
-import { ElementVisible } from '@documenso/ui/primitives/element-visible';
-import { PopoverHover } from '@documenso/ui/primitives/popover';
-
-export type DocumentReadOnlyFieldsProps = {
-  fields: DocumentField[];
-  documentMeta?: DocumentMeta | TemplateMeta;
-  showFieldStatus?: boolean;
-};
-
-export const DocumentReadOnlyFields = ({
-  documentMeta,
-  fields,
-  showFieldStatus = true,
-}: DocumentReadOnlyFieldsProps) => {
-  const { _ } = useLingui();
-
-  const [hiddenFieldIds, setHiddenFieldIds] = useState<Record<string, boolean>>({});
-
-  const handleHideField = (fieldId: string) => {
-    setHiddenFieldIds((prev) => ({ ...prev, [fieldId]: true }));
-  };
-
-  return (
-    <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
-      {fields.map(
-        (field) =>
-          !hiddenFieldIds[field.secondaryId] && (
-            <FieldRootContainer
-              field={field}
-              key={field.id}
-              cardClassName="border-gray-300/50 !shadow-none backdrop-blur-[1px] bg-gray-50 ring-0 ring-offset-0"
-            >
-              <div className="absolute -right-3 -top-3">
-                <PopoverHover
-                  trigger={
-                    <Avatar className="dark:border-foreground h-8 w-8 border-2 border-solid border-gray-200/50 transition-colors hover:border-gray-200">
-                      <AvatarFallback className="bg-neutral-50 text-xs text-gray-400">
-                        {extractInitials(field.recipient.name || field.recipient.email)}
-                      </AvatarFallback>
-                    </Avatar>
-                  }
-                  contentProps={{
-                    className: 'relative flex w-fit flex-col p-4 text-sm',
-                  }}
-                >
-                  {showFieldStatus && (
-                    <Badge
-                      className="mx-auto mb-1 py-0.5"
-                      variant={
-                        field.recipient.signingStatus === SigningStatus.SIGNED
-                          ? 'default'
-                          : 'secondary'
-                      }
-                    >
-                      {field.recipient.signingStatus === SigningStatus.SIGNED ? (
-                        <>
-                          <SignatureIcon className="mr-1 h-3 w-3" />
-                          <Trans>Signed</Trans>
-                        </>
-                      ) : (
-                        <>
-                          <Clock className="mr-1 h-3 w-3" />
-                          <Trans>Pending</Trans>
-                        </>
-                      )}
-                    </Badge>
-                  )}
-
-                  <p className="text-center font-semibold">
-                    <span>{parseMessageDescriptor(_, FRIENDLY_FIELD_TYPE[field.type])} field</span>
-                  </p>
-
-                  <p className="text-muted-foreground mt-1 text-center text-xs">
-                    {field.recipient.name
-                      ? `${field.recipient.name} (${field.recipient.email})`
-                      : field.recipient.email}{' '}
-                  </p>
-
-                  <button
-                    className="absolute right-0 top-0 my-1 p-2 focus:outline-none focus-visible:ring-0"
-                    onClick={() => handleHideField(field.secondaryId)}
-                    title="Hide field"
-                  >
-                    <EyeOffIcon className="h-3 w-3" />
-                  </button>
-                </PopoverHover>
-              </div>
-
-              <div className="text-muted-foreground dark:text-background/70 break-all text-sm">
-                {field.recipient.signingStatus === SigningStatus.SIGNED &&
-                  match(field)
-                    .with({ type: FieldType.SIGNATURE }, (field) =>
-                      field.signature?.signatureImageAsBase64 ? (
-                        <img
-                          src={field.signature.signatureImageAsBase64}
-                          alt="Signature"
-                          className="h-full w-full object-contain dark:invert"
-                        />
-                      ) : (
-                        <p className="font-signature text-muted-foreground text-lg duration-200 sm:text-xl md:text-2xl">
-                          {field.signature?.typedSignature}
-                        </p>
-                      ),
-                    )
-                    .with(
-                      {
-                        type: P.union(
-                          FieldType.NAME,
-                          FieldType.INITIALS,
-                          FieldType.EMAIL,
-                          FieldType.NUMBER,
-                          FieldType.RADIO,
-                          FieldType.CHECKBOX,
-                          FieldType.DROPDOWN,
-                        ),
-                      },
-                      () => field.customText,
-                    )
-                    .with({ type: FieldType.TEXT }, () => field.customText.substring(0, 20) + '...')
-                    .with({ type: FieldType.DATE }, () =>
-                      convertToLocalSystemFormat(
-                        field.customText,
-                        documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
-                        documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
-                      ),
-                    )
-                    .with({ type: FieldType.FREE_SIGNATURE }, () => null)
-                    .exhaustive()}
-
-                {field.recipient.signingStatus === SigningStatus.NOT_SIGNED && (
-                  <p
-                    className={cn('text-muted-foreground text-lg duration-200', {
-                      'font-signature sm:text-xl md:text-2xl':
-                        field.type === FieldType.SIGNATURE ||
-                        field.type === FieldType.FREE_SIGNATURE,
-                    })}
-                  >
-                    {parseMessageDescriptor(_, FRIENDLY_FIELD_TYPE[field.type])}
-                  </p>
-                )}
-              </div>
-            </FieldRootContainer>
-          ),
-      )}
-    </ElementVisible>
-  );
-};

apps/remix/app/components/general/document/document-upload.tsx

@@ -4,7 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { Loader } from 'lucide-react';
-import { useNavigate } from 'react-router';
+import { useNavigate, useParams } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
@@ -17,7 +17,13 @@ import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
-import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useOptionalCurrentTeam } from '~/providers/team';
@@ -30,6 +36,7 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
   const { _ } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
+  const { folderId } = useParams();
 
   const team = useOptionalCurrentTeam();
 
@@ -69,6 +76,7 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
         title: file.name,
         documentDataId: response.id,
         timezone: userTimezone,
+        folderId: folderId ?? undefined,
       });
 
       void refreshLimits();
@@ -85,7 +93,11 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
         timestamp: new Date().toISOString(),
       });
 
-      await navigate(`${formatDocumentsPath(team?.url)}/${id}/edit`);
+      await navigate(
+        folderId
+          ? `${formatDocumentsPath(team?.url)}/f/${folderId}/${id}/edit`
+          : `${formatDocumentsPath(team?.url)}/${id}/edit`,
+      );
     } catch (err) {
       const error = AppError.parseError(err);
 
@@ -121,25 +133,31 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
 
   return (
     <div className={cn('relative', className)}>
-      <DocumentDropzone
-        className="h-[min(400px,50vh)]"
-        disabled={remaining.documents === 0 || !user.emailVerified}
-        disabledMessage={disabledMessage}
-        onDrop={onFileDrop}
-        onDropRejected={onFileDropRejected}
-      />
-
-      <div className="absolute -bottom-6 right-0">
-        {team?.id === undefined &&
-          remaining.documents > 0 &&
-          Number.isFinite(remaining.documents) && (
-            <p className="text-muted-foreground/60 text-xs">
-              <Trans>
-                {remaining.documents} of {quota.documents} documents remaining this month.
-              </Trans>
-            </p>
-          )}
-      </div>
+      <TooltipProvider>
+        <Tooltip>
+          <TooltipTrigger asChild>
+            <div>
+              <DocumentDropzone
+                disabled={remaining.documents === 0 || !user.emailVerified}
+                disabledMessage={disabledMessage}
+                onDrop={onFileDrop}
+                onDropRejected={onFileDropRejected}
+              />
+            </div>
+          </TooltipTrigger>
+          {team?.id === undefined &&
+            remaining.documents > 0 &&
+            Number.isFinite(remaining.documents) && (
+              <TooltipContent>
+                <p className="text-sm">
+                  <Trans>
+                    {remaining.documents} of {quota.documents} documents remaining this month.
+                  </Trans>
+                </p>
+              </TooltipContent>
+            )}
+        </Tooltip>
+      </TooltipProvider>
 
       {isLoading && (
         <div className="bg-background/50 absolute inset-0 flex items-center justify-center rounded-lg">

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

@@ -0,0 +1,88 @@
+import { FolderIcon, PinIcon } from 'lucide-react';
+
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatFolderCount } from '@documenso/lib/utils/format-folder-count';
+import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+export type FolderCardProps = {
+  folder: TFolderWithSubfolders;
+  onNavigate: (folderId: string) => void;
+  onMove: (folder: TFolderWithSubfolders) => void;
+  onPin: (folderId: string) => void;
+  onUnpin: (folderId: string) => void;
+  onSettings: (folder: TFolderWithSubfolders) => void;
+  onDelete: (folder: TFolderWithSubfolders) => void;
+};
+
+export const FolderCard = ({
+  folder,
+  onNavigate,
+  onMove,
+  onPin,
+  onUnpin,
+  onSettings,
+  onDelete,
+}: FolderCardProps) => {
+  return (
+    <div
+      key={folder.id}
+      className="border-border hover:border-muted-foreground/40 group relative flex flex-col rounded-lg border p-4 transition-all hover:shadow-sm"
+    >
+      <div className="flex items-start justify-between">
+        <button
+          className="flex items-center space-x-2 text-left"
+          onClick={() => onNavigate(folder.id)}
+        >
+          <FolderIcon className="text-documenso h-6 w-6" />
+          <div>
+            <div className="flex items-center gap-2">
+              <h3 className="font-medium">{folder.name}</h3>
+              {folder.pinned && <PinIcon className="text-documenso h-3 w-3" />}
+            </div>
+            <div className="mt-1 flex space-x-2 text-xs text-gray-500">
+              <span>
+                {formatFolderCount(
+                  folder.type === FolderType.TEMPLATE
+                    ? folder._count.templates
+                    : folder._count.documents,
+                  folder.type === FolderType.TEMPLATE ? 'template' : 'document',
+                  folder.type === FolderType.TEMPLATE ? 'templates' : 'documents',
+                )}
+              </span>
+              <span>•</span>
+              <span>{formatFolderCount(folder._count.subfolders, 'folder', 'folders')}</span>
+            </div>
+          </div>
+        </button>
+
+        <DropdownMenu>
+          <DropdownMenuTrigger asChild>
+            <Button variant="ghost" size="sm" className="opacity-0 group-hover:opacity-100">
+              •••
+            </Button>
+          </DropdownMenuTrigger>
+
+          <DropdownMenuContent align="end">
+            <DropdownMenuItem onClick={() => onMove(folder)}>Move</DropdownMenuItem>
+            {folder.pinned ? (
+              <DropdownMenuItem onClick={() => onUnpin(folder.id)}>Unpin</DropdownMenuItem>
+            ) : (
+              <DropdownMenuItem onClick={() => onPin(folder.id)}>Pin</DropdownMenuItem>
+            )}
+            <DropdownMenuItem onClick={() => onSettings(folder)}>Settings</DropdownMenuItem>
+            <DropdownMenuItem className="text-red-500" onClick={() => onDelete(folder)}>
+              Delete
+            </DropdownMenuItem>
+          </DropdownMenuContent>
+        </DropdownMenu>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/legacy-field-warning-popover.tsx

@@ -0,0 +1,112 @@
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { AlertCircle } from 'lucide-react';
+import { useRevalidator } from 'react-router';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { PopoverHover } from '@documenso/ui/primitives/popover';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type LegacyFieldWarningPopoverProps = {
+  type?: 'document' | 'template';
+  documentId?: number;
+  templateId?: number;
+};
+
+export const LegacyFieldWarningPopover = ({
+  type = 'document',
+  documentId,
+  templateId,
+}: LegacyFieldWarningPopoverProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const revalidator = useRevalidator();
+
+  const { mutateAsync: updateTemplate, isPending: isUpdatingTemplate } =
+    trpc.template.updateTemplate.useMutation();
+  const { mutateAsync: updateDocument, isPending: isUpdatingDocument } =
+    trpc.document.updateDocument.useMutation();
+
+  const onUpdateFieldsClick = async () => {
+    if (type === 'document') {
+      if (!documentId) {
+        return;
+      }
+
+      await updateDocument({
+        documentId,
+        data: {
+          useLegacyFieldInsertion: false,
+        },
+      });
+    }
+
+    if (type === 'template') {
+      if (!templateId) {
+        return;
+      }
+
+      await updateTemplate({
+        templateId,
+        data: {
+          useLegacyFieldInsertion: false,
+        },
+      });
+    }
+
+    void revalidator.revalidate();
+
+    toast({
+      title: _(msg`Fields updated`),
+      description: _(
+        msg`The fields have been updated to the new field insertion method successfully`,
+      ),
+    });
+  };
+
+  return (
+    <PopoverHover
+      side="bottom"
+      trigger={
+        <Button variant="outline" className="h-9 w-9 p-0">
+          <span className="sr-only">
+            {type === 'document' ? (
+              <Trans>Document is using legacy field insertion</Trans>
+            ) : (
+              <Trans>Template is using legacy field insertion</Trans>
+            )}
+          </span>
+          <AlertCircle className="h-5 w-5" />
+        </Button>
+      }
+    >
+      <p className="text-muted-foreground text-sm">
+        {type === 'document' ? (
+          <Trans>
+            This document is using legacy field insertion, we recommend using the new field
+            insertion method for more accurate results.
+          </Trans>
+        ) : (
+          <Trans>
+            This template is using legacy field insertion, we recommend using the new field
+            insertion method for more accurate results.
+          </Trans>
+        )}
+      </p>
+
+      <div className="mt-2 flex w-full items-center justify-end">
+        <Button
+          type="button"
+          size="sm"
+          loading={isUpdatingDocument || isUpdatingTemplate}
+          onClick={onUpdateFieldsClick}
+        >
+          <Trans>Update Fields</Trans>
+        </Button>
+      </div>
+    </PopoverHover>
+  );
+};

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

@@ -0,0 +1,53 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Download } from 'lucide-react';
+
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
+import type { DocumentData } from '@documenso/prisma/client';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type ShareDocumentDownloadButtonProps = {
+  title: string;
+  documentData: DocumentData;
+};
+
+export const ShareDocumentDownloadButton = ({
+  title,
+  documentData,
+}: ShareDocumentDownloadButtonProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const [isDownloading, setIsDownloading] = useState(false);
+
+  const onDownloadClick = async () => {
+    try {
+      setIsDownloading(true);
+
+      await new Promise((resolve) => {
+        setTimeout(resolve, 4000);
+      });
+
+      await downloadPDF({ documentData, fileName: title });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`An error occurred while downloading your document.`),
+        variant: 'destructive',
+      });
+    } finally {
+      setIsDownloading(false);
+    }
+  };
+
+  return (
+    <Button loading={isDownloading} onClick={onDownloadClick}>
+      {!isDownloading && <Download className="mr-2 h-4 w-4" />}
+      <Trans>Download</Trans>
+    </Button>
+  );
+};

apps/remix/app/components/general/template/template-edit-form.tsx

@@ -208,7 +208,11 @@ export const TemplateEditForm = ({
         duration: 5000,
       });
 
-      await navigate(templateRootPath);
+      const templatePath = template.folderId
+        ? `${templateRootPath}/f/${template.folderId}`
+        : templateRootPath;
+
+      await navigate(templatePath);
     } catch (err) {
       console.error(err);
 

apps/remix/app/components/tables/admin-leaderboard-table.tsx

@@ -14,9 +14,13 @@ import { Input } from '@documenso/ui/primitives/input';
 export type SigningVolume = {
   id: number;
   name: string;
+  email: string;
   signingVolume: number;
   createdAt: Date;
   planId: string;
+  userId?: number | null;
+  teamId?: number | null;
+  isTeam: boolean;
 };
 
 type LeaderboardTableProps = {

apps/remix/app/components/tables/documents-table-action-button.tsx

@@ -1,7 +1,6 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, Team, User } from '@prisma/client';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
 import { CheckCircle, Download, Edit, EyeIcon, Pencil } from 'lucide-react';
 import { Link } from 'react-router';
@@ -9,6 +8,7 @@ import { match } from 'ts-pattern';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
@@ -18,11 +18,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type DocumentsTableActionButtonProps = {
-  row: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+  row: TDocumentRow;
 };
 
 export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonProps) => {
@@ -44,6 +40,9 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
   const isCurrentTeamDocument = team && row.team?.url === team.url;
 
   const documentsPath = formatDocumentsPath(team?.url);
+  const formatPath = row.folderId
+    ? `${documentsPath}/f/${row.folderId}/${row.id}/edit`
+    : `${documentsPath}/${row.id}/edit`;
 
   const onDownloadClick = async () => {
     try {
@@ -96,7 +95,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
       isOwner ? { isDraft: true, isOwner: true } : { isDraft: true, isCurrentTeamDocument: true },
       () => (
         <Button className="w-32" asChild>
-          <Link to={`${documentsPath}/${row.id}/edit`}>
+          <Link to={formatPath}>
             <Edit className="-ml-1 mr-2 h-4 w-4" />
             <Trans>Edit</Trans>
           </Link>

apps/remix/app/components/tables/documents-table-action-dropdown.tsx

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, Team, User } from '@prisma/client';
 import { DocumentStatus, RecipientRole } from '@prisma/client';
 import {
   CheckCircle,
@@ -22,6 +21,7 @@ import { Link } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
@@ -43,14 +43,14 @@ import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/d
 import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type DocumentsTableActionDropdownProps = {
-  row: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+  row: TDocumentRow;
+  onMoveDocument?: () => void;
 };
 
-export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdownProps) => {
+export const DocumentsTableActionDropdown = ({
+  row,
+  onMoveDocument,
+}: DocumentsTableActionDropdownProps) => {
   const { user } = useSession();
   const team = useOptionalCurrentTeam();
 
@@ -73,6 +73,9 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team?.url);
+  const formatPath = row.folderId
+    ? `${documentsPath}/f/${row.folderId}/${row.id}/edit`
+    : `${documentsPath}/${row.id}/edit`;
 
   const onDownloadClick = async () => {
     try {
@@ -100,6 +103,32 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
     }
   };
 
+  const onDownloadOriginalClick = async () => {
+    try {
+      const document = !recipient
+        ? await trpcClient.document.getDocumentById.query({
+            documentId: row.id,
+          })
+        : await trpcClient.document.getDocumentByToken.query({
+            token: recipient.token,
+          });
+
+      const documentData = document?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: row.title, version: 'original' });
+    } catch (err) {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`An error occurred while downloading your document.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const nonSignedRecipients = row.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -141,7 +170,7 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
         )}
 
         <DropdownMenuItem disabled={!canManageDocument || isComplete} asChild>
-          <Link to={`${documentsPath}/${row.id}/edit`}>
+          <Link to={formatPath}>
             <Edit className="mr-2 h-4 w-4" />
             <Trans>Edit</Trans>
           </Link>
@@ -152,6 +181,11 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
           <Trans>Download</Trans>
         </DropdownMenuItem>
 
+        <DropdownMenuItem onClick={onDownloadOriginalClick}>
+          <Download className="mr-2 h-4 w-4" />
+          <Trans>Download Original</Trans>
+        </DropdownMenuItem>
+
         <DropdownMenuItem onClick={() => setDuplicateDialogOpen(true)}>
           <Copy className="mr-2 h-4 w-4" />
           <Trans>Duplicate</Trans>
@@ -165,6 +199,13 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
           </DropdownMenuItem>
         )}
 
+        {onMoveDocument && (
+          <DropdownMenuItem onClick={onMoveDocument} onSelect={(e) => e.preventDefault()}>
+            <MoveRight className="mr-2 h-4 w-4" />
+            <Trans>Move to Folder</Trans>
+          </DropdownMenuItem>
+        )}
+
         {/* No point displaying this if there's no functionality. */}
         {/* <DropdownMenuItem disabled>
           <XCircle className="mr-2 h-4 w-4" />

apps/remix/app/components/tables/documents-table-title.tsx

@@ -1,16 +1,12 @@
-import type { Document, Recipient, Team, User } from '@prisma/client';
 import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 
 export type DataTableTitleProps = {
-  row: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    team: Pick<Team, 'url'> | null;
-    recipients: Recipient[];
-  };
+  row: TDocumentRow;
   teamUrl?: string;
 };
 

apps/remix/app/components/tables/documents-table.tsx

@@ -29,11 +29,17 @@ export type DocumentsTableProps = {
   data?: TFindDocumentsResponse;
   isLoading?: boolean;
   isLoadingError?: boolean;
+  onMoveDocument?: (documentId: number) => void;
 };
 
 type DocumentsTableRow = TFindDocumentsResponse['data'][number];
 
-export const DocumentsTable = ({ data, isLoading, isLoadingError }: DocumentsTableProps) => {
+export const DocumentsTable = ({
+  data,
+  isLoading,
+  isLoadingError,
+  onMoveDocument,
+}: DocumentsTableProps) => {
   const { _, i18n } = useLingui();
 
   const team = useOptionalCurrentTeam();
@@ -80,12 +86,15 @@ export const DocumentsTable = ({ data, isLoading, isLoadingError }: DocumentsTab
           (!row.original.deletedAt || isDocumentCompleted(row.original.status)) && (
             <div className="flex items-center gap-x-4">
               <DocumentsTableActionButton row={row.original} />
-              <DocumentsTableActionDropdown row={row.original} />
+              <DocumentsTableActionDropdown
+                row={row.original}
+                onMoveDocument={onMoveDocument ? () => onMoveDocument(row.original.id) : undefined}
+              />
             </div>
           ),
       },
     ] satisfies DataTableColumnDef<DocumentsTableRow>[];
-  }, [team]);
+  }, [team, onMoveDocument]);
 
   const onPaginationChange = (page: number, perPage: number) => {
     startTransition(() => {
@@ -171,6 +180,9 @@ const DataTableTitle = ({ row, teamUrl }: DataTableTitleProps) => {
   const isCurrentTeamDocument = teamUrl && row.team?.url === teamUrl;
 
   const documentsPath = formatDocumentsPath(isCurrentTeamDocument ? teamUrl : undefined);
+  const formatPath = row.folderId
+    ? `${documentsPath}/f/${row.folderId}/${row.id}`
+    : `${documentsPath}/${row.id}`;
 
   return match({
     isOwner,
@@ -179,7 +191,7 @@ const DataTableTitle = ({ row, teamUrl }: DataTableTitleProps) => {
   })
     .with({ isOwner: true }, { isCurrentTeamDocument: true }, () => (
       <Link
-        to={`${documentsPath}/${row.id}`}
+        to={formatPath}
         title={row.title}
         className="block max-w-[10rem] truncate font-medium hover:underline md:max-w-[20rem]"
       >

apps/remix/app/components/tables/templates-table-action-dropdown.tsx

@@ -2,7 +2,16 @@ import { useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import type { Recipient, Template, TemplateDirectLink } from '@prisma/client';
-import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2, Upload } from 'lucide-react';
+import {
+  Copy,
+  Edit,
+  FolderIcon,
+  MoreHorizontal,
+  MoveRight,
+  Share2Icon,
+  Trash2,
+  Upload,
+} from 'lucide-react';
 import { Link } from 'react-router';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
@@ -19,6 +28,7 @@ import { TemplateDeleteDialog } from '../dialogs/template-delete-dialog';
 import { TemplateDirectLinkDialog } from '../dialogs/template-direct-link-dialog';
 import { TemplateDuplicateDialog } from '../dialogs/template-duplicate-dialog';
 import { TemplateMoveDialog } from '../dialogs/template-move-dialog';
+import { TemplateMoveToFolderDialog } from '../dialogs/template-move-to-folder-dialog';
 
 export type TemplatesTableActionDropdownProps = {
   row: Template & {
@@ -50,13 +60,20 @@ export const TemplatesTableActionDropdown = ({
   const [isTemplateDirectLinkDialogOpen, setTemplateDirectLinkDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
   const [isMoveDialogOpen, setMoveDialogOpen] = useState(false);
+  const [isMoveToFolderDialogOpen, setMoveToFolderDialogOpen] = useState(false);
 
   const isOwner = row.userId === user.id;
   const isTeamTemplate = row.teamId === teamId;
 
+  const formatPath = row.folderId
+    ? `${templateRootPath}/f/${row.folderId}/${row.id}/edit`
+    : `${templateRootPath}/${row.id}/edit`;
+
+  
+
   return (
     <DropdownMenu>
-      <DropdownMenuTrigger>
+      <DropdownMenuTrigger data-testid="template-table-action-btn">
         <MoreHorizontal className="text-muted-foreground h-5 w-5" />
       </DropdownMenuTrigger>
 
@@ -64,7 +81,7 @@ export const TemplatesTableActionDropdown = ({
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
         <DropdownMenuItem disabled={!isOwner && !isTeamTemplate} asChild>
-          <Link to={`${templateRootPath}/${row.id}/edit`}>
+          <Link to={formatPath}>
             <Edit className="mr-2 h-4 w-4" />
             <Trans>Edit</Trans>
           </Link>
@@ -83,6 +100,11 @@ export const TemplatesTableActionDropdown = ({
           <Trans>Direct link</Trans>
         </DropdownMenuItem>
 
+        <DropdownMenuItem onClick={() => setMoveToFolderDialogOpen(true)}>
+          <FolderIcon className="mr-2 h-4 w-4" />
+          <Trans>Move to Folder</Trans>
+        </DropdownMenuItem>
+
         {!teamId && !row.teamId && (
           <DropdownMenuItem onClick={() => setMoveDialogOpen(true)}>
             <MoveRight className="mr-2 h-4 w-4" />
@@ -135,6 +157,14 @@ export const TemplatesTableActionDropdown = ({
         onOpenChange={setDeleteDialogOpen}
         onDelete={onDelete}
       />
+
+      <TemplateMoveToFolderDialog
+        templateId={row.id}
+        templateTitle={row.title}
+        isOpen={isMoveToFolderDialogOpen}
+        onOpenChange={setMoveToFolderDialogOpen}
+        currentFolderId={row.folderId}
+      />
     </DropdownMenu>
   );
 };

apps/remix/app/components/tables/templates-table.tsx

@@ -54,6 +54,11 @@ export const TemplatesTable = ({
   const formatTemplateLink = (row: TemplatesTableRow) => {
     const isCurrentTeamTemplate = team?.url && row.team?.url === team?.url;
     const path = formatTemplatesPath(isCurrentTeamTemplate ? team?.url : undefined);
+
+    if (row.folderId) {
+      return `${path}/f/${row.folderId}/${row.id}`;
+    }
+
     return `${path}/${row.id}`;
   };
 

apps/remix/app/routes/_authenticated+/admin+/documents._index.tsx

@@ -90,7 +90,7 @@ export default function AdminDocumentsPage() {
               <TooltipTrigger>
                 <Link to={`/admin/users/${row.original.user.id}`}>
                   <Avatar className="dark:border-border h-12 w-12 border-2 border-solid border-white">
-                    <AvatarFallback className="text-xs text-gray-400">
+                    <AvatarFallback className="text-muted-foreground text-xs">
                       {avatarFallbackText}
                     </AvatarFallback>
                   </Avatar>
@@ -99,7 +99,7 @@ export default function AdminDocumentsPage() {
 
               <TooltipContent className="flex max-w-xs items-center gap-2">
                 <Avatar className="dark:border-border h-12 w-12 border-2 border-solid border-white">
-                  <AvatarFallback className="text-xs text-gray-400">
+                  <AvatarFallback className="text-muted-foreground text-xs">
                     {avatarFallbackText}
                   </AvatarFallback>
                 </Avatar>

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

@@ -2,7 +2,10 @@ import { Trans } from '@lingui/react/macro';
 
 import { getSigningVolume } from '@documenso/lib/server-only/admin/get-signing-volume';
 
-import { AdminLeaderboardTable } from '~/components/tables/admin-leaderboard-table';
+import {
+  AdminLeaderboardTable,
+  type SigningVolume,
+} from '~/components/tables/admin-leaderboard-table';
 
 import type { Route } from './+types/leaderboard';
 
@@ -25,7 +28,7 @@ export async function loader({ request }: Route.LoaderArgs) {
   const perPage = Number(url.searchParams.get('perPage')) || 10;
   const search = url.searchParams.get('search') || '';
 
-  const { leaderboard: signingVolume, totalPages } = await getSigningVolume({
+  const { leaderboard, totalPages } = await getSigningVolume({
     search,
     page,
     perPage,
@@ -33,8 +36,14 @@ export async function loader({ request }: Route.LoaderArgs) {
     sortOrder,
   });
 
+  const typedSigningVolume: SigningVolume[] = leaderboard.map((item) => ({
+    ...item,
+    name: item.name || '',
+    createdAt: item.createdAt || new Date(),
+  }));
+
   return {
-    signingVolume,
+    signingVolume: typedSigningVolume,
     totalPages,
     page,
     perPage,
@@ -48,9 +57,11 @@ export default function Leaderboard({ loaderData }: Route.ComponentProps) {
 
   return (
     <div>
-      <h2 className="text-4xl font-semibold">
-        <Trans>Signing Volume</Trans>
-      </h2>
+      <div className="flex items-center">
+        <h2 className="text-4xl font-semibold">
+          <Trans>Signing Volume</Trans>
+        </h2>
+      </div>
       <div className="mt-8">
         <AdminLeaderboardTable
           signingVolume={signingVolume}

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

@@ -13,6 +13,7 @@ import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/g
 import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -24,7 +25,6 @@ import { DocumentPageViewDropdown } from '~/components/general/document/document
 import { DocumentPageViewInformation } from '~/components/general/document/document-page-view-information';
 import { DocumentPageViewRecentActivity } from '~/components/general/document/document-page-view-recent-activity';
 import { DocumentPageViewRecipients } from '~/components/general/document/document-page-view-recipients';
-import { DocumentReadOnlyFields } from '~/components/general/document/document-read-only-fields';
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
 import {
   DocumentStatus as DocumentStatusComponent,
@@ -64,6 +64,10 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(documentRootPath);
   }
 
+  if (document?.folderId) {
+    throw redirect(documentRootPath);
+  }
+
   const documentVisibility = document?.visibility;
   const currentTeamMemberRole = team?.currentTeamMember?.role;
   const isRecipient = document?.recipients.find((recipient) => recipient.email === user.email);
@@ -200,8 +204,14 @@ export default function DocumentPage() {
           </CardContent>
         </Card>
 
-        {document.status === DocumentStatus.PENDING && (
-          <DocumentReadOnlyFields fields={fields} documentMeta={documentMeta || undefined} />
+        {document.status !== DocumentStatus.COMPLETED && (
+          <DocumentReadOnlyFields
+            fields={fields}
+            documentMeta={documentMeta || undefined}
+            showRecipientTooltip={true}
+            showRecipientColors={true}
+            recipientIds={recipients.map((recipient) => recipient.id)}
+          />
         )}
 
         <div className="col-span-12 lg:col-span-6 xl:col-span-5">

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

@@ -14,6 +14,7 @@ import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 
 import { DocumentEditForm } from '~/components/general/document/document-edit-form';
 import { DocumentStatus } from '~/components/general/document/document-status';
+import { LegacyFieldWarningPopover } from '~/components/general/legacy-field-warning-popover';
 import { StackAvatarsWithTooltip } from '~/components/general/stack-avatars-with-tooltip';
 import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
 
@@ -48,6 +49,10 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(documentRootPath);
   }
 
+  if (document?.folderId) {
+    throw redirect(documentRootPath);
+  }
+
   const documentVisibility = document?.visibility;
   const currentTeamMemberRole = team?.currentTeamMember?.role;
   const isRecipient = document?.recipients.find((recipient) => recipient.email === user.email);
@@ -82,7 +87,10 @@ export async function loader({ params, request }: Route.LoaderArgs) {
   });
 
   return superLoaderJson({
-    document,
+    document: {
+      ...document,
+      folder: null,
+    },
     documentRootPath,
     isDocumentEnterprise,
   });
@@ -100,29 +108,43 @@ export default function DocumentEditPage() {
         <Trans>Documents</Trans>
       </Link>
 
-      <h1
-        className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
-        title={document.title}
-      >
-        {document.title}
-      </h1>
+      <div className="mt-4 flex w-full items-end justify-between">
+        <div className="flex-1">
+          <h1
+            className="block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+            title={document.title}
+          >
+            {document.title}
+          </h1>
 
-      <div className="mt-2.5 flex items-center gap-x-6">
-        <DocumentStatus inheritColor status={document.status} className="text-muted-foreground" />
+          <div className="mt-2.5 flex items-center gap-x-6">
+            <DocumentStatus
+              inheritColor
+              status={document.status}
+              className="text-muted-foreground"
+            />
 
-        {recipients.length > 0 && (
-          <div className="text-muted-foreground flex items-center">
-            <Users2 className="mr-2 h-5 w-5" />
+            {recipients.length > 0 && (
+              <div className="text-muted-foreground flex items-center">
+                <Users2 className="mr-2 h-5 w-5" />
 
-            <StackAvatarsWithTooltip
-              recipients={recipients}
-              documentStatus={document.status}
-              position="bottom"
-            >
-              <span>
-                <Plural one="1 Recipient" other="# Recipients" value={recipients.length} />
-              </span>
-            </StackAvatarsWithTooltip>
+                <StackAvatarsWithTooltip
+                  recipients={recipients}
+                  documentStatus={document.status}
+                  position="bottom"
+                >
+                  <span>
+                    <Plural one="1 Recipient" other="# Recipients" value={recipients.length} />
+                  </span>
+                </StackAvatarsWithTooltip>
+              </div>
+            )}
+          </div>
+        </div>
+
+        {document.useLegacyFieldInsertion && (
+          <div>
+            <LegacyFieldWarningPopover type="document" documentId={document.id} />
           </div>
         )}
       </div>

apps/remix/app/routes/_authenticated+/documents.$id.logs.tsx

@@ -43,24 +43,26 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(documentRootPath);
   }
 
-  // Todo: Get full document instead?
-  const [document, recipients] = await Promise.all([
-    getDocumentById({
-      documentId,
-      userId: user.id,
-      teamId: team?.id,
-    }).catch(() => null),
-    getRecipientsForDocument({
-      documentId,
-      userId: user.id,
-      teamId: team?.id,
-    }),
-  ]);
+  const document = await getDocumentById({
+    documentId,
+    userId: user.id,
+    teamId: team?.id,
+  }).catch(() => null);
 
   if (!document || !document.documentData) {
     throw redirect(documentRootPath);
   }
 
+  if (document.folderId) {
+    throw redirect(documentRootPath);
+  }
+
+  const recipients = await getRecipientsForDocument({
+    documentId,
+    userId: user.id,
+    teamId: team?.id,
+  });
+
   return {
     document,
     documentRootPath,

apps/remix/app/routes/_authenticated+/documents._index.tsx

@@ -1,10 +1,12 @@
 import { useEffect, useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import { useSearchParams } from 'react-router';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useNavigate, useSearchParams } from 'react-router';
 import { Link } from 'react-router';
 import { z } from 'zod';
 
+import { FolderType } from '@documenso/lib/types/folder-type';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { parseToIntegerArray } from '@documenso/lib/utils/params';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
@@ -14,12 +16,21 @@ import {
   type TFindDocumentsInternalResponse,
   ZFindDocumentsInternalRequestSchema,
 } from '@documenso/trpc/server/document-router/schema';
+import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 
+import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
+import { CreateFolderDialog } from '~/components/dialogs/folder-create-dialog';
+import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
+import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
+import { FolderSettingsDialog } from '~/components/dialogs/folder-settings-dialog';
+import { DocumentDropZoneWrapper } from '~/components/general/document/document-drop-zone-wrapper';
 import { DocumentSearch } from '~/components/general/document/document-search';
 import { DocumentStatus } from '~/components/general/document/document-status';
 import { DocumentUploadDropzone } from '~/components/general/document/document-upload';
+import { FolderCard } from '~/components/general/folder/folder-card';
 import { PeriodSelector } from '~/components/general/period-selector';
 import { DocumentsTable } from '~/components/tables/documents-table';
 import { DocumentsTableEmptyState } from '~/components/tables/documents-table-empty-state';
@@ -43,9 +54,22 @@ const ZSearchParamsSchema = ZFindDocumentsInternalRequestSchema.pick({
 
 export default function DocumentsPage() {
   const [searchParams] = useSearchParams();
+  const navigate = useNavigate();
+
+  const [isMovingDocument, setIsMovingDocument] = useState(false);
+  const [documentToMove, setDocumentToMove] = useState<number | null>(null);
+  const [isMovingFolder, setIsMovingFolder] = useState(false);
+  const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
+  const [isDeletingFolder, setIsDeletingFolder] = useState(false);
+  const [folderToDelete, setFolderToDelete] = useState<TFolderWithSubfolders | null>(null);
+  const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
+  const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
 
   const team = useOptionalCurrentTeam();
 
+  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
+  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
+
   const [stats, setStats] = useState<TFindDocumentsInternalResponse['stats']>({
     [ExtendedDocumentStatus.DRAFT]: 0,
     [ExtendedDocumentStatus.PENDING]: 0,
@@ -66,9 +90,18 @@ export default function DocumentsPage() {
     },
   );
 
-  // Refetch the documents when the team URL changes.
+  const {
+    data: foldersData,
+    isLoading: isFoldersLoading,
+    refetch: refetchFolders,
+  } = trpc.folder.getFolders.useQuery({
+    type: FolderType.DOCUMENT,
+    parentId: null,
+  });
+
   useEffect(() => {
     void refetch();
+    void refetchFolders();
   }, [team?.url]);
 
   const getTabHref = (value: keyof typeof ExtendedDocumentStatus) => {
@@ -93,76 +126,265 @@ export default function DocumentsPage() {
     }
   }, [data?.stats]);
 
+  const navigateToFolder = (folderId?: string | null) => {
+    const documentsPath = formatDocumentsPath(team?.url);
+
+    if (folderId) {
+      void navigate(`${documentsPath}/f/${folderId}`);
+    } else {
+      void navigate(documentsPath);
+    }
+  };
+
+  const handleViewAllFolders = () => {
+    void navigate(`${formatDocumentsPath(team?.url)}/folders`);
+  };
+
   return (
-    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
-      <DocumentUploadDropzone />
+    <DocumentDropZoneWrapper>
+      <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+        <div className="flex flex-col gap-4 md:flex-row md:items-center md:justify-between">
+          <div className="flex flex-1 items-center">
+            <Button
+              variant="ghost"
+              size="sm"
+              className="flex items-center space-x-2 pl-0 hover:bg-transparent"
+              onClick={() => navigateToFolder(null)}
+            >
+              <HomeIcon className="h-4 w-4" />
+              <span>Home</span>
+            </Button>
 
-      <div className="mt-12 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
-        <div className="flex flex-row items-center">
-          {team && (
-            <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
-              {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
-              <AvatarFallback className="text-xs text-gray-400">
-                {team.name.slice(0, 1)}
-              </AvatarFallback>
-            </Avatar>
-          )}
-
-          <h1 className="text-4xl font-semibold">
-            <Trans>Documents</Trans>
-          </h1>
-        </div>
-
-        <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
-          <Tabs value={findDocumentSearchParams.status || 'ALL'} className="overflow-x-auto">
-            <TabsList>
-              {[
-                ExtendedDocumentStatus.INBOX,
-                ExtendedDocumentStatus.PENDING,
-                ExtendedDocumentStatus.COMPLETED,
-                ExtendedDocumentStatus.DRAFT,
-                ExtendedDocumentStatus.ALL,
-              ].map((value) => (
-                <TabsTrigger
-                  key={value}
-                  className="hover:text-foreground min-w-[60px]"
-                  value={value}
-                  asChild
+            {foldersData?.breadcrumbs.map((folder) => (
+              <div key={folder.id} className="flex items-center space-x-2">
+                <span>/</span>
+                <Button
+                  variant="ghost"
+                  size="sm"
+                  className="flex items-center space-x-2 pl-1 hover:bg-transparent"
+                  onClick={() => navigateToFolder(folder.id)}
                 >
-                  <Link to={getTabHref(value)} preventScrollReset>
-                    <DocumentStatus status={value} />
-
-                    {value !== ExtendedDocumentStatus.ALL && (
-                      <span className="ml-1 inline-block opacity-50">{stats[value]}</span>
-                    )}
-                  </Link>
-                </TabsTrigger>
-              ))}
-            </TabsList>
-          </Tabs>
-
-          {team && <DocumentsTableSenderFilter teamId={team.id} />}
-
-          <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
-            <PeriodSelector />
+                  <FolderIcon className="h-4 w-4" />
+                  <span>{folder.name}</span>
+                </Button>
+              </div>
+            ))}
           </div>
-          <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
-            <DocumentSearch initialValue={findDocumentSearchParams.query} />
+
+          <div className="flex gap-4 sm:flex-row sm:justify-end">
+            <DocumentUploadDropzone />
+            <CreateFolderDialog />
           </div>
         </div>
-      </div>
 
-      <div className="mt-8">
-        <div>
-          {data && data.count === 0 ? (
-            <DocumentsTableEmptyState
-              status={findDocumentSearchParams.status || ExtendedDocumentStatus.ALL}
-            />
-          ) : (
-            <DocumentsTable data={data} isLoading={isLoading} isLoadingError={isLoadingError} />
-          )}
+        {isFoldersLoading ? (
+          <div className="mt-6 flex justify-center">
+            <Loader2 className="text-muted-foreground h-8 w-8 animate-spin" />
+          </div>
+        ) : (
+          <>
+            {foldersData?.folders?.some((folder) => folder.pinned) && (
+              <div className="mt-6">
+                <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                  {foldersData.folders
+                    .filter((folder) => folder.pinned)
+                    .map((folder) => (
+                      <FolderCard
+                        key={folder.id}
+                        folder={folder}
+                        onNavigate={navigateToFolder}
+                        onMove={(folder) => {
+                          setFolderToMove(folder);
+                          setIsMovingFolder(true);
+                        }}
+                        onPin={(folderId) => void pinFolder({ folderId })}
+                        onUnpin={(folderId) => void unpinFolder({ folderId })}
+                        onSettings={(folder) => {
+                          setFolderToSettings(folder);
+                          setIsSettingsFolderOpen(true);
+                        }}
+                        onDelete={(folder) => {
+                          setFolderToDelete(folder);
+                          setIsDeletingFolder(true);
+                        }}
+                      />
+                    ))}
+                </div>
+              </div>
+            )}
+
+            <div className="mt-6">
+              <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {foldersData?.folders
+                  ?.filter((folder) => !folder.pinned)
+                  .slice(0, 12)
+                  .map((folder) => (
+                    <FolderCard
+                      key={folder.id}
+                      folder={folder}
+                      onNavigate={navigateToFolder}
+                      onMove={(folder) => {
+                        setFolderToMove(folder);
+                        setIsMovingFolder(true);
+                      }}
+                      onPin={(folderId) => void pinFolder({ folderId })}
+                      onUnpin={(folderId) => void unpinFolder({ folderId })}
+                      onSettings={(folder) => {
+                        setFolderToSettings(folder);
+                        setIsSettingsFolderOpen(true);
+                      }}
+                      onDelete={(folder) => {
+                        setFolderToDelete(folder);
+                        setIsDeletingFolder(true);
+                      }}
+                    />
+                  ))}
+              </div>
+
+              <div className="mt-6 flex items-center justify-center">
+                {foldersData && foldersData.folders?.length > 12 && (
+                  <Button
+                    variant="link"
+                    size="sm"
+                    className="text-muted-foreground hover:text-foreground"
+                    onClick={() => void handleViewAllFolders()}
+                  >
+                    View all folders
+                  </Button>
+                )}
+              </div>
+            </div>
+          </>
+        )}
+
+        <div className="mt-12 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
+          <div className="flex flex-row items-center">
+            {team && (
+              <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+                {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
+                <AvatarFallback className="text-muted-foreground text-xs">
+                  {team.name.slice(0, 1)}
+                </AvatarFallback>
+              </Avatar>
+            )}
+
+            <h2 className="text-4xl font-semibold">
+              <Trans>Documents</Trans>
+            </h2>
+          </div>
+
+          <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
+            <Tabs value={findDocumentSearchParams.status || 'ALL'} className="overflow-x-auto">
+              <TabsList>
+                {[
+                  ExtendedDocumentStatus.INBOX,
+                  ExtendedDocumentStatus.PENDING,
+                  ExtendedDocumentStatus.COMPLETED,
+                  ExtendedDocumentStatus.DRAFT,
+                  ExtendedDocumentStatus.ALL,
+                ].map((value) => (
+                  <TabsTrigger
+                    key={value}
+                    className="hover:text-foreground min-w-[60px]"
+                    value={value}
+                    asChild
+                  >
+                    <Link to={getTabHref(value)} preventScrollReset>
+                      <DocumentStatus status={value} />
+
+                      {value !== ExtendedDocumentStatus.ALL && (
+                        <span className="ml-1 inline-block opacity-50">{stats[value]}</span>
+                      )}
+                    </Link>
+                  </TabsTrigger>
+                ))}
+              </TabsList>
+            </Tabs>
+
+            {team && <DocumentsTableSenderFilter teamId={team.id} />}
+
+            <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
+              <PeriodSelector />
+            </div>
+            <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
+              <DocumentSearch initialValue={findDocumentSearchParams.query} />
+            </div>
+          </div>
         </div>
+
+        <div className="mt-8">
+          <div>
+            {data &&
+            data.count === 0 &&
+            (!foldersData?.folders.length || foldersData.folders.length === 0) ? (
+              <DocumentsTableEmptyState
+                status={findDocumentSearchParams.status || ExtendedDocumentStatus.ALL}
+              />
+            ) : (
+              <DocumentsTable
+                data={data}
+                isLoading={isLoading}
+                isLoadingError={isLoadingError}
+                onMoveDocument={(documentId) => {
+                  setDocumentToMove(documentId);
+                  setIsMovingDocument(true);
+                }}
+              />
+            )}
+          </div>
+        </div>
+
+        {documentToMove && (
+          <DocumentMoveToFolderDialog
+            documentId={documentToMove}
+            open={isMovingDocument}
+            onOpenChange={(open) => {
+              setIsMovingDocument(open);
+
+              if (!open) {
+                setDocumentToMove(null);
+              }
+            }}
+          />
+        )}
+
+        <FolderMoveDialog
+          foldersData={foldersData?.folders}
+          folder={folderToMove}
+          isOpen={isMovingFolder}
+          onOpenChange={(open) => {
+            setIsMovingFolder(open);
+
+            if (!open) {
+              setFolderToMove(null);
+            }
+          }}
+        />
+
+        <FolderSettingsDialog
+          folder={folderToSettings}
+          isOpen={isSettingsFolderOpen}
+          onOpenChange={(open) => {
+            setIsSettingsFolderOpen(open);
+
+            if (!open) {
+              setFolderToSettings(null);
+            }
+          }}
+        />
+
+        <FolderDeleteDialog
+          folder={folderToDelete}
+          isOpen={isDeletingFolder}
+          onOpenChange={(open) => {
+            setIsDeletingFolder(open);
+
+            if (!open) {
+              setFolderToDelete(null);
+            }
+          }}
+        />
       </div>
-    </div>
+    </DocumentDropZoneWrapper>
   );
 }

apps/remix/app/routes/_authenticated+/documents.f.$folderId.$id._index.tsx

@@ -0,0 +1,272 @@
+import { useLingui } from '@lingui/react';
+import { Plural, Trans } from '@lingui/react/macro';
+import { DocumentStatus, TeamMemberRole } from '@prisma/client';
+import { ChevronLeft, Clock9, Users2 } from 'lucide-react';
+import { Link, redirect } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { getSession } from '@documenso/auth/server/lib/utils/get-session';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
+import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+
+import { DocumentHistorySheet } from '~/components/general/document/document-history-sheet';
+import { DocumentPageViewButton } from '~/components/general/document/document-page-view-button';
+import { DocumentPageViewDropdown } from '~/components/general/document/document-page-view-dropdown';
+import { DocumentPageViewInformation } from '~/components/general/document/document-page-view-information';
+import { DocumentPageViewRecentActivity } from '~/components/general/document/document-page-view-recent-activity';
+import { DocumentPageViewRecipients } from '~/components/general/document/document-page-view-recipients';
+import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
+import {
+  DocumentStatus as DocumentStatusComponent,
+  FRIENDLY_STATUS_MAP,
+} from '~/components/general/document/document-status';
+import { StackAvatarsWithTooltip } from '~/components/general/stack-avatars-with-tooltip';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import type { Route } from './+types/documents.f.$folderId.$id._index';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { user } = await getSession(request);
+
+  let team: TGetTeamByUrlResponse | null = null;
+
+  if (params.teamUrl) {
+    team = await getTeamByUrl({ userId: user.id, teamUrl: params.teamUrl });
+  }
+
+  const { id, folderId } = params;
+
+  const documentId = Number(id);
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!documentId || !folderId) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  const document = await getDocumentById({
+    documentId,
+    userId: user.id,
+    teamId: team?.id,
+    folderId,
+  }).catch(() => null);
+
+  if (document?.teamId && !team?.url) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  const documentVisibility = document?.visibility;
+  const currentTeamMemberRole = team?.currentTeamMember?.role;
+  const isRecipient = document?.recipients.find((recipient) => recipient.email === user.email);
+  let canAccessDocument = true;
+
+  if (team && !isRecipient && document?.userId !== user.id) {
+    canAccessDocument = match([documentVisibility, currentTeamMemberRole])
+      .with([DocumentVisibility.EVERYONE, TeamMemberRole.ADMIN], () => true)
+      .with([DocumentVisibility.EVERYONE, TeamMemberRole.MANAGER], () => true)
+      .with([DocumentVisibility.EVERYONE, TeamMemberRole.MEMBER], () => true)
+      .with([DocumentVisibility.MANAGER_AND_ABOVE, TeamMemberRole.ADMIN], () => true)
+      .with([DocumentVisibility.MANAGER_AND_ABOVE, TeamMemberRole.MANAGER], () => true)
+      .with([DocumentVisibility.ADMIN, TeamMemberRole.ADMIN], () => true)
+      .otherwise(() => false);
+  }
+
+  if (!document || !document.documentData || (team && !canAccessDocument)) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  if (team && !canAccessDocument) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  if (document.folderId !== folderId) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  // Todo: Get full document instead?
+  const [recipients, fields] = await Promise.all([
+    getRecipientsForDocument({
+      documentId,
+      teamId: team?.id,
+      userId: user.id,
+    }),
+    getFieldsForDocument({
+      documentId,
+      userId: user.id,
+      teamId: team?.id,
+    }),
+  ]);
+
+  const documentWithRecipients = {
+    ...document,
+    recipients,
+  };
+
+  return superLoaderJson({
+    document: documentWithRecipients,
+    documentRootPath,
+    fields,
+    folderId,
+  });
+}
+
+export default function DocumentPage() {
+  const loaderData = useSuperLoaderData<typeof loader>();
+
+  const { _ } = useLingui();
+  const { user } = useSession();
+
+  const { document, documentRootPath, fields, folderId } = loaderData;
+
+  const { recipients, documentData, documentMeta } = document;
+
+  // This was a feature flag. Leave to false since it's not ready.
+  const isDocumentHistoryEnabled = false;
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      {document.status === DocumentStatus.PENDING && (
+        <DocumentRecipientLinkCopyDialog recipients={recipients} />
+      )}
+
+      <Link
+        to={folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath}
+        className="flex items-center text-[#7AC455] hover:opacity-80"
+      >
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        <Trans>Documents</Trans>
+      </Link>
+
+      <div className="flex flex-row justify-between truncate">
+        <div>
+          <h1
+            className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+            title={document.title}
+          >
+            {document.title}
+          </h1>
+
+          <div className="mt-2.5 flex items-center gap-x-6">
+            <DocumentStatusComponent
+              inheritColor
+              status={document.status}
+              className="text-muted-foreground"
+            />
+
+            {recipients.length > 0 && (
+              <div className="text-muted-foreground flex items-center">
+                <Users2 className="mr-2 h-5 w-5" />
+
+                <StackAvatarsWithTooltip
+                  recipients={recipients}
+                  documentStatus={document.status}
+                  position="bottom"
+                >
+                  <span>
+                    <Trans>{recipients.length} Recipient(s)</Trans>
+                  </span>
+                </StackAvatarsWithTooltip>
+              </div>
+            )}
+
+            {document.deletedAt && (
+              <Badge variant="destructive">
+                <Trans>Document deleted</Trans>
+              </Badge>
+            )}
+          </div>
+        </div>
+
+        {isDocumentHistoryEnabled && (
+          <div className="self-end">
+            <DocumentHistorySheet documentId={document.id} userId={user.id}>
+              <Button variant="outline">
+                <Clock9 className="mr-1.5 h-4 w-4" />
+                <Trans>Document history</Trans>
+              </Button>
+            </DocumentHistorySheet>
+          </div>
+        )}
+      </div>
+
+      <div className="mt-6 grid w-full grid-cols-12 gap-8">
+        <Card
+          className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+          gradient
+        >
+          <CardContent className="p-2">
+            <PDFViewer document={document} key={documentData.id} documentData={documentData} />
+          </CardContent>
+        </Card>
+
+        {document.status === DocumentStatus.PENDING && (
+          <DocumentReadOnlyFields fields={fields} documentMeta={documentMeta || undefined} />
+        )}
+
+        <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+          <div className="space-y-6">
+            <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">
+              <div className="flex flex-row items-center justify-between px-4">
+                <h3 className="text-foreground text-2xl font-semibold">
+                  {_(FRIENDLY_STATUS_MAP[document.status].labelExtended)}
+                </h3>
+
+                <DocumentPageViewDropdown document={document} />
+              </div>
+
+              <p className="text-muted-foreground mt-2 px-4 text-sm">
+                {match(document.status)
+                  .with(DocumentStatus.COMPLETED, () => (
+                    <Trans>This document has been signed by all recipients</Trans>
+                  ))
+                  .with(DocumentStatus.REJECTED, () => (
+                    <Trans>This document has been rejected by a recipient</Trans>
+                  ))
+                  .with(DocumentStatus.DRAFT, () => (
+                    <Trans>This document is currently a draft and has not been sent</Trans>
+                  ))
+                  .with(DocumentStatus.PENDING, () => {
+                    const pendingRecipients = recipients.filter(
+                      (recipient) => recipient.signingStatus === 'NOT_SIGNED',
+                    );
+
+                    return (
+                      <Plural
+                        value={pendingRecipients.length}
+                        one="Waiting on 1 recipient"
+                        other="Waiting on # recipients"
+                      />
+                    );
+                  })
+                  .exhaustive()}
+              </p>
+
+              <div className="mt-4 border-t px-4 pt-4">
+                <DocumentPageViewButton document={document} />
+              </div>
+            </section>
+
+            {/* Document information section. */}
+            <DocumentPageViewInformation document={document} userId={user.id} />
+
+            {/* Recipients section. */}
+            <DocumentPageViewRecipients document={document} documentRootPath={documentRootPath} />
+
+            {/* Recent activity section. */}
+            <DocumentPageViewRecentActivity documentId={document.id} userId={user.id} />
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/documents.f.$folderId.$id.edit.tsx

@@ -0,0 +1,155 @@
+import { Plural, Trans } from '@lingui/react/macro';
+import { TeamMemberRole } from '@prisma/client';
+import { ChevronLeft, Users2 } from 'lucide-react';
+import { Link, redirect } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { getSession } from '@documenso/auth/server/lib/utils/get-session';
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
+import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
+import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+
+import { DocumentEditForm } from '~/components/general/document/document-edit-form';
+import { DocumentStatus } from '~/components/general/document/document-status';
+import { StackAvatarsWithTooltip } from '~/components/general/stack-avatars-with-tooltip';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import type { Route } from './+types/documents.$id.edit';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { user } = await getSession(request);
+
+  let team: TGetTeamByUrlResponse | null = null;
+
+  if (params.teamUrl) {
+    team = await getTeamByUrl({ userId: user.id, teamUrl: params.teamUrl });
+  }
+
+  const { id, folderId } = params;
+
+  const documentId = Number(id);
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    throw redirect(documentRootPath);
+  }
+
+  if (!folderId) {
+    throw redirect(documentRootPath);
+  }
+
+  const document = await getDocumentWithDetailsById({
+    documentId,
+    userId: user.id,
+    teamId: team?.id,
+    folderId,
+  }).catch(() => null);
+
+  if (document?.teamId && !team?.url) {
+    throw redirect(documentRootPath);
+  }
+
+  const documentVisibility = document?.visibility;
+  const currentTeamMemberRole = team?.currentTeamMember?.role;
+  const isRecipient = document?.recipients.find((recipient) => recipient.email === user.email);
+  let canAccessDocument = true;
+
+  if (!isRecipient && document?.userId !== user.id) {
+    canAccessDocument = match([documentVisibility, currentTeamMemberRole])
+      .with([DocumentVisibility.EVERYONE, TeamMemberRole.ADMIN], () => true)
+      .with([DocumentVisibility.EVERYONE, TeamMemberRole.MANAGER], () => true)
+      .with([DocumentVisibility.EVERYONE, TeamMemberRole.MEMBER], () => true)
+      .with([DocumentVisibility.MANAGER_AND_ABOVE, TeamMemberRole.ADMIN], () => true)
+      .with([DocumentVisibility.MANAGER_AND_ABOVE, TeamMemberRole.MANAGER], () => true)
+      .with([DocumentVisibility.ADMIN, TeamMemberRole.ADMIN], () => true)
+      .otherwise(() => false);
+  }
+
+  if (!document) {
+    throw redirect(documentRootPath);
+  }
+
+  if (team && !canAccessDocument) {
+    throw redirect(documentRootPath);
+  }
+
+  if (document.folderId !== folderId) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  if (isDocumentCompleted(document.status)) {
+    throw redirect(`${documentRootPath}/${documentId}`);
+  }
+
+  const isDocumentEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
+
+  return superLoaderJson({
+    document: {
+      ...document,
+      folder: null,
+    },
+    documentRootPath,
+    isDocumentEnterprise,
+    folderId,
+  });
+}
+
+export default function DocumentEditPage() {
+  const { document, documentRootPath, isDocumentEnterprise, folderId } =
+    useSuperLoaderData<typeof loader>();
+
+  const { recipients } = document;
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      <Link
+        to={`${documentRootPath}/f/${folderId}`}
+        className="flex items-center text-[#7AC455] hover:opacity-80"
+      >
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        <Trans>Documents</Trans>
+      </Link>
+
+      <h1
+        className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+        title={document.title}
+      >
+        {document.title}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <DocumentStatus inheritColor status={document.status} className="text-muted-foreground" />
+
+        {recipients.length > 0 && (
+          <div className="text-muted-foreground flex items-center">
+            <Users2 className="mr-2 h-5 w-5" />
+
+            <StackAvatarsWithTooltip
+              recipients={recipients}
+              documentStatus={document.status}
+              position="bottom"
+            >
+              <span>
+                <Plural one="1 Recipient" other="# Recipients" value={recipients.length} />
+              </span>
+            </StackAvatarsWithTooltip>
+          </div>
+        )}
+      </div>
+
+      <DocumentEditForm
+        className="mt-6"
+        initialDocument={document}
+        documentRootPath={documentRootPath}
+        isDocumentEnterprise={isDocumentEnterprise}
+      />
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/documents.f.$folderId.$id.logs.tsx

@@ -0,0 +1,199 @@
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import type { Recipient } from '@prisma/client';
+import { ChevronLeft } from 'lucide-react';
+import { DateTime } from 'luxon';
+import { Link, redirect } from 'react-router';
+
+import { getSession } from '@documenso/auth/server/lib/utils/get-session';
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { Card } from '@documenso/ui/primitives/card';
+
+import { DocumentAuditLogDownloadButton } from '~/components/general/document/document-audit-log-download-button';
+import { DocumentCertificateDownloadButton } from '~/components/general/document/document-certificate-download-button';
+import {
+  DocumentStatus as DocumentStatusComponent,
+  FRIENDLY_STATUS_MAP,
+} from '~/components/general/document/document-status';
+import { DocumentLogsTable } from '~/components/tables/document-logs-table';
+
+import type { Route } from './+types/documents.f.$folderId.$id.logs';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { user } = await getSession(request);
+
+  let team: TGetTeamByUrlResponse | null = null;
+
+  if (params.teamUrl) {
+    team = await getTeamByUrl({ userId: user.id, teamUrl: params.teamUrl });
+  }
+
+  const { id, folderId } = params;
+
+  const documentId = Number(id);
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  if (!folderId) {
+    throw redirect(documentRootPath);
+  }
+
+  // Todo: Get full document instead?
+  const [document, recipients] = await Promise.all([
+    getDocumentById({
+      documentId,
+      userId: user.id,
+      teamId: team?.id,
+      folderId,
+    }).catch(() => null),
+    getRecipientsForDocument({
+      documentId,
+      userId: user.id,
+      teamId: team?.id,
+    }),
+  ]);
+
+  if (!document || !document.documentData) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  if (document.folderId !== folderId) {
+    throw redirect(documentRootPath);
+  }
+
+  return {
+    document,
+    documentRootPath,
+    recipients,
+    folderId,
+  };
+}
+
+export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps) {
+  const { document, documentRootPath, recipients, folderId } = loaderData;
+
+  const { _, i18n } = useLingui();
+
+  const documentInformation: { description: MessageDescriptor; value: string }[] = [
+    {
+      description: msg`Document title`,
+      value: document.title,
+    },
+    {
+      description: msg`Document ID`,
+      value: document.id.toString(),
+    },
+    {
+      description: msg`Document status`,
+      value: _(FRIENDLY_STATUS_MAP[document.status].label),
+    },
+    {
+      description: msg`Created by`,
+      value: document.user.name
+        ? `${document.user.name} (${document.user.email})`
+        : document.user.email,
+    },
+    {
+      description: msg`Date created`,
+      value: DateTime.fromJSDate(document.createdAt)
+        .setLocale(i18n.locales?.[0] || i18n.locale)
+        .toLocaleString(DateTime.DATETIME_MED_WITH_SECONDS),
+    },
+    {
+      description: msg`Last updated`,
+      value: DateTime.fromJSDate(document.updatedAt)
+        .setLocale(i18n.locales?.[0] || i18n.locale)
+        .toLocaleString(DateTime.DATETIME_MED_WITH_SECONDS),
+    },
+    {
+      description: msg`Time zone`,
+      value: document.documentMeta?.timezone ?? 'N/A',
+    },
+  ];
+
+  const formatRecipientText = (recipient: Recipient) => {
+    let text = recipient.email;
+
+    if (recipient.name) {
+      text = `${recipient.name} (${recipient.email})`;
+    }
+
+    return `[${recipient.role}] ${text}`;
+  };
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      <Link
+        to={`${documentRootPath}/f/${folderId}/${document.id}`}
+        className="flex items-center text-[#7AC455] hover:opacity-80"
+      >
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        <Trans>Document</Trans>
+      </Link>
+
+      <div className="flex flex-col">
+        <div>
+          <h1
+            className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+            title={document.title}
+          >
+            {document.title}
+          </h1>
+        </div>
+        <div className="mt-1 flex flex-col justify-between sm:flex-row">
+          <div className="mt-2.5 flex items-center gap-x-6">
+            <DocumentStatusComponent
+              inheritColor
+              status={document.status}
+              className="text-muted-foreground"
+            />
+          </div>
+          <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+            <DocumentCertificateDownloadButton
+              className="mr-2"
+              documentId={document.id}
+              documentStatus={document.status}
+            />
+
+            <DocumentAuditLogDownloadButton documentId={document.id} />
+          </div>
+        </div>
+      </div>
+
+      <section className="mt-6">
+        <Card className="grid grid-cols-1 gap-4 p-4 sm:grid-cols-2" degrees={45} gradient>
+          {documentInformation.map((info, i) => (
+            <div className="text-foreground text-sm" key={i}>
+              <h3 className="font-semibold">{_(info.description)}</h3>
+              <p className="text-muted-foreground truncate">{info.value}</p>
+            </div>
+          ))}
+
+          <div className="text-foreground text-sm">
+            <h3 className="font-semibold">Recipients</h3>
+            <ul className="text-muted-foreground list-inside list-disc">
+              {recipients.map((recipient) => (
+                <li key={`recipient-${recipient.id}`}>
+                  <span className="-ml-2">{formatRecipientText(recipient)}</span>
+                </li>
+              ))}
+            </ul>
+          </div>
+        </Card>
+      </section>
+
+      <section className="mt-6">
+        <DocumentLogsTable documentId={document.id} />
+      </section>
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/documents.f.$folderId._index.tsx

@@ -0,0 +1,374 @@
+import { useEffect, useMemo, useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useNavigate, useParams, useSearchParams } from 'react-router';
+import { Link } from 'react-router';
+import { z } from 'zod';
+
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { parseToIntegerArray } from '@documenso/lib/utils/params';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import { trpc } from '@documenso/trpc/react';
+import {
+  type TFindDocumentsInternalResponse,
+  ZFindDocumentsInternalRequestSchema,
+} from '@documenso/trpc/server/document-router/schema';
+import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+
+import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
+import { CreateFolderDialog } from '~/components/dialogs/folder-create-dialog';
+import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
+import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
+import { FolderSettingsDialog } from '~/components/dialogs/folder-settings-dialog';
+import { DocumentDropZoneWrapper } from '~/components/general/document/document-drop-zone-wrapper';
+import { DocumentSearch } from '~/components/general/document/document-search';
+import { DocumentStatus } from '~/components/general/document/document-status';
+import { DocumentUploadDropzone } from '~/components/general/document/document-upload';
+import { FolderCard } from '~/components/general/folder/folder-card';
+import { PeriodSelector } from '~/components/general/period-selector';
+import { DocumentsTable } from '~/components/tables/documents-table';
+import { DocumentsTableEmptyState } from '~/components/tables/documents-table-empty-state';
+import { DocumentsTableSenderFilter } from '~/components/tables/documents-table-sender-filter';
+import { useOptionalCurrentTeam } from '~/providers/team';
+import { appMetaTags } from '~/utils/meta';
+
+export function meta() {
+  return appMetaTags('Documents');
+}
+
+const ZSearchParamsSchema = ZFindDocumentsInternalRequestSchema.pick({
+  status: true,
+  period: true,
+  page: true,
+  perPage: true,
+  query: true,
+}).extend({
+  senderIds: z.string().transform(parseToIntegerArray).optional().catch([]),
+});
+
+export default function DocumentsPage() {
+  const [searchParams] = useSearchParams();
+  const navigate = useNavigate();
+
+  const [isMovingDocument, setIsMovingDocument] = useState(false);
+  const [documentToMove, setDocumentToMove] = useState<number | null>(null);
+  const [isMovingFolder, setIsMovingFolder] = useState(false);
+  const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
+  const [isDeletingFolder, setIsDeletingFolder] = useState(false);
+  const [folderToDelete, setFolderToDelete] = useState<TFolderWithSubfolders | null>(null);
+  const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
+  const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
+
+  const { folderId } = useParams();
+
+  const team = useOptionalCurrentTeam();
+
+  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
+  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
+
+  const [stats, setStats] = useState<TFindDocumentsInternalResponse['stats']>({
+    [ExtendedDocumentStatus.DRAFT]: 0,
+    [ExtendedDocumentStatus.PENDING]: 0,
+    [ExtendedDocumentStatus.COMPLETED]: 0,
+    [ExtendedDocumentStatus.REJECTED]: 0,
+    [ExtendedDocumentStatus.INBOX]: 0,
+    [ExtendedDocumentStatus.ALL]: 0,
+  });
+
+  const findDocumentSearchParams = useMemo(
+    () => ZSearchParamsSchema.safeParse(Object.fromEntries(searchParams.entries())).data || {},
+    [searchParams],
+  );
+
+  const { data, isLoading, isLoadingError, refetch } = trpc.document.findDocumentsInternal.useQuery(
+    {
+      ...findDocumentSearchParams,
+      folderId,
+    },
+  );
+
+  const {
+    data: foldersData,
+    isLoading: isFoldersLoading,
+    refetch: refetchFolders,
+  } = trpc.folder.getFolders.useQuery({
+    parentId: folderId,
+  });
+
+  useEffect(() => {
+    void refetch();
+    void refetchFolders();
+  }, [team?.url]);
+
+  const getTabHref = (value: keyof typeof ExtendedDocumentStatus) => {
+    const params = new URLSearchParams(searchParams);
+
+    params.set('status', value);
+
+    if (value === ExtendedDocumentStatus.ALL) {
+      params.delete('status');
+    }
+
+    if (params.has('page')) {
+      params.delete('page');
+    }
+
+    return `${formatDocumentsPath(team?.url)}/f/${folderId}?${params.toString()}`;
+  };
+
+  useEffect(() => {
+    if (data?.stats) {
+      setStats(data.stats);
+    }
+  }, [data?.stats]);
+
+  const navigateToFolder = (folderId?: string | null) => {
+    const documentsPath = formatDocumentsPath(team?.url);
+
+    if (folderId) {
+      void navigate(`${documentsPath}/f/${folderId}`);
+    } else {
+      void navigate(documentsPath);
+    }
+  };
+
+  return (
+    <DocumentDropZoneWrapper>
+      <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+        <div className="flex flex-col gap-4 md:flex-row md:items-center md:justify-between">
+          <div className="flex flex-1 items-center">
+            <Button
+              variant="ghost"
+              size="sm"
+              className="flex items-center space-x-2 pl-0 hover:bg-transparent"
+              onClick={() => navigateToFolder(null)}
+            >
+              <HomeIcon className="h-4 w-4" />
+              <span>Home</span>
+            </Button>
+
+            {foldersData?.breadcrumbs.map((folder) => (
+              <div key={folder.id} className="flex items-center space-x-2">
+                <span>/</span>
+                <Button
+                  variant="ghost"
+                  size="sm"
+                  className="flex items-center space-x-2 pl-1 hover:bg-transparent"
+                  onClick={() => navigateToFolder(folder.id)}
+                >
+                  <FolderIcon className="h-4 w-4" />
+                  <span>{folder.name}</span>
+                </Button>
+              </div>
+            ))}
+          </div>
+
+          <div className="flex gap-4 sm:flex-row sm:justify-end">
+            <DocumentUploadDropzone />
+            <CreateFolderDialog />
+          </div>
+        </div>
+
+        {isFoldersLoading ? (
+          <div className="mt-6 flex justify-center">
+            <Loader2 className="text-muted-foreground h-8 w-8 animate-spin" />
+          </div>
+        ) : (
+          <>
+            {foldersData?.folders && foldersData.folders.some((folder) => folder.pinned) && (
+              <div className="mt-6">
+                <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                  {foldersData.folders
+                    .filter((folder) => folder.pinned)
+                    .map((folder) => (
+                      <FolderCard
+                        key={folder.id}
+                        folder={folder}
+                        onNavigate={navigateToFolder}
+                        onMove={(folder) => {
+                          setFolderToMove(folder);
+                          setIsMovingFolder(true);
+                        }}
+                        onPin={(folderId) => void pinFolder({ folderId })}
+                        onUnpin={(folderId) => void unpinFolder({ folderId })}
+                        onSettings={(folder) => {
+                          setFolderToSettings(folder);
+                          setIsSettingsFolderOpen(true);
+                        }}
+                        onDelete={(folder) => {
+                          setFolderToDelete(folder);
+                          setIsDeletingFolder(true);
+                        }}
+                      />
+                    ))}
+                </div>
+              </div>
+            )}
+
+            <div className="mt-6">
+              <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {foldersData?.folders
+                  .filter((folder) => !folder.pinned)
+                  .map((folder) => (
+                    <FolderCard
+                      key={folder.id}
+                      folder={folder}
+                      onNavigate={navigateToFolder}
+                      onMove={(folder) => {
+                        setFolderToMove(folder);
+                        setIsMovingFolder(true);
+                      }}
+                      onPin={(folderId) => void pinFolder({ folderId })}
+                      onUnpin={(folderId) => void unpinFolder({ folderId })}
+                      onSettings={(folder) => {
+                        setFolderToSettings(folder);
+                        setIsSettingsFolderOpen(true);
+                      }}
+                      onDelete={(folder) => {
+                        setFolderToDelete(folder);
+                        setIsDeletingFolder(true);
+                      }}
+                    />
+                  ))}
+              </div>
+            </div>
+          </>
+        )}
+
+        <div className="mt-12 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
+          <div className="flex flex-row items-center">
+            {team && (
+              <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+                {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
+                <AvatarFallback className="text-muted-foreground text-xs">
+                  {team.name.slice(0, 1)}
+                </AvatarFallback>
+              </Avatar>
+            )}
+
+            <h2 className="text-4xl font-semibold">
+              <Trans>Documents</Trans>
+            </h2>
+          </div>
+
+          <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
+            <Tabs value={findDocumentSearchParams.status || 'ALL'} className="overflow-x-auto">
+              <TabsList>
+                {[
+                  ExtendedDocumentStatus.INBOX,
+                  ExtendedDocumentStatus.PENDING,
+                  ExtendedDocumentStatus.COMPLETED,
+                  ExtendedDocumentStatus.DRAFT,
+                  ExtendedDocumentStatus.ALL,
+                ].map((value) => (
+                  <TabsTrigger
+                    key={value}
+                    className="hover:text-foreground min-w-[60px]"
+                    value={value}
+                    asChild
+                  >
+                    <Link to={getTabHref(value)} preventScrollReset>
+                      <DocumentStatus status={value} />
+
+                      {value !== ExtendedDocumentStatus.ALL && (
+                        <span className="ml-1 inline-block opacity-50">{stats[value]}</span>
+                      )}
+                    </Link>
+                  </TabsTrigger>
+                ))}
+              </TabsList>
+            </Tabs>
+
+            {team && <DocumentsTableSenderFilter teamId={team.id} />}
+
+            <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
+              <PeriodSelector />
+            </div>
+            <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
+              <DocumentSearch initialValue={findDocumentSearchParams.query} />
+            </div>
+          </div>
+        </div>
+
+        <div className="mt-8">
+          <div>
+            {data &&
+            data.count === 0 &&
+            (!foldersData?.folders.length || foldersData.folders.length === 0) ? (
+              <DocumentsTableEmptyState
+                status={findDocumentSearchParams.status || ExtendedDocumentStatus.ALL}
+              />
+            ) : (
+              <DocumentsTable
+                data={data}
+                isLoading={isLoading}
+                isLoadingError={isLoadingError}
+                onMoveDocument={(documentId) => {
+                  setDocumentToMove(documentId);
+                  setIsMovingDocument(true);
+                }}
+              />
+            )}
+          </div>
+        </div>
+
+        {documentToMove && (
+          <DocumentMoveToFolderDialog
+            documentId={documentToMove}
+            open={isMovingDocument}
+            onOpenChange={(open) => {
+              setIsMovingDocument(open);
+
+              if (!open) {
+                setDocumentToMove(null);
+              }
+            }}
+            currentFolderId={folderId}
+          />
+        )}
+
+        <FolderMoveDialog
+          foldersData={foldersData?.folders}
+          folder={folderToMove}
+          isOpen={isMovingFolder}
+          onOpenChange={(open) => {
+            setIsMovingFolder(open);
+
+            if (!open) {
+              setFolderToMove(null);
+            }
+          }}
+        />
+
+        <FolderSettingsDialog
+          folder={folderToSettings}
+          isOpen={isSettingsFolderOpen}
+          onOpenChange={(open) => {
+            setIsSettingsFolderOpen(open);
+
+            if (!open) {
+              setFolderToSettings(null);
+            }
+          }}
+        />
+
+        <FolderDeleteDialog
+          folder={folderToDelete}
+          isOpen={isDeletingFolder}
+          onOpenChange={(open) => {
+            setIsDeletingFolder(open);
+
+            if (!open) {
+              setFolderToDelete(null);
+            }
+          }}
+        />
+      </div>
+    </DocumentDropZoneWrapper>
+  );
+}

apps/remix/app/routes/_authenticated+/documents.folders._index.tsx

@@ -0,0 +1,181 @@
+import { useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { HomeIcon, Loader2 } from 'lucide-react';
+import { useNavigate } from 'react-router';
+
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+
+import { CreateFolderDialog } from '~/components/dialogs/folder-create-dialog';
+import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
+import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
+import { FolderSettingsDialog } from '~/components/dialogs/folder-settings-dialog';
+import { FolderCard } from '~/components/general/folder/folder-card';
+import { appMetaTags } from '~/utils/meta';
+
+export function meta() {
+  return appMetaTags('Documents');
+}
+
+export default function DocumentsFoldersPage() {
+  const navigate = useNavigate();
+  const [isMovingFolder, setIsMovingFolder] = useState(false);
+  const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
+  const [isDeletingFolder, setIsDeletingFolder] = useState(false);
+  const [folderToDelete, setFolderToDelete] = useState<TFolderWithSubfolders | null>(null);
+  const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
+  const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
+
+  const { data: foldersData, isLoading: isFoldersLoading } = trpc.folder.getFolders.useQuery({
+    type: FolderType.DOCUMENT,
+    parentId: null,
+  });
+
+  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
+  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
+
+  const navigateToFolder = (folderId?: string | null) => {
+    const documentsPath = formatDocumentsPath();
+
+    if (folderId) {
+      void navigate(`${documentsPath}/f/${folderId}`);
+    } else {
+      void navigate(documentsPath);
+    }
+  };
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+      <div className="flex w-full items-center justify-between">
+        <div className="flex flex-1 items-center">
+          <Button
+            variant="ghost"
+            size="sm"
+            className="flex items-center space-x-2 pl-0 hover:bg-transparent"
+            onClick={() => navigateToFolder(null)}
+          >
+            <HomeIcon className="h-4 w-4" />
+            <span>Home</span>
+          </Button>
+        </div>
+
+        <div className="flex flex-col gap-y-4 sm:flex-row sm:justify-end sm:gap-x-4">
+          <CreateFolderDialog />
+        </div>
+      </div>
+
+      <div className="mt-6">
+        {isFoldersLoading ? (
+          <div className="mt-6 flex justify-center">
+            <Loader2 className="text-muted-foreground h-8 w-8 animate-spin" />
+          </div>
+        ) : (
+          <>
+            {foldersData?.folders?.some((folder) => folder.pinned) && (
+              <div className="mt-6">
+                <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                  {foldersData.folders
+                    .filter((folder) => folder.pinned)
+                    .map((folder) => (
+                      <FolderCard
+                        key={folder.id}
+                        folder={folder}
+                        onNavigate={navigateToFolder}
+                        onMove={(folder) => {
+                          setFolderToMove(folder);
+                          setIsMovingFolder(true);
+                        }}
+                        onPin={(folderId) => void pinFolder({ folderId })}
+                        onUnpin={(folderId) => void unpinFolder({ folderId })}
+                        onSettings={(folder) => {
+                          setFolderToSettings(folder);
+                          setIsSettingsFolderOpen(true);
+                        }}
+                        onDelete={(folder) => {
+                          setFolderToDelete(folder);
+                          setIsDeletingFolder(true);
+                        }}
+                      />
+                    ))}
+                </div>
+              </div>
+            )}
+
+            <div className="mt-12">
+              <h1 className="truncate text-2xl font-semibold md:text-3xl">
+                <Trans>All Folders</Trans>
+              </h1>
+
+              <div className="mt-6 grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {foldersData?.folders
+                  .filter((folder) => !folder.pinned)
+                  .map((folder) => (
+                    <FolderCard
+                      key={folder.id}
+                      folder={folder}
+                      onNavigate={navigateToFolder}
+                      onMove={(folder) => {
+                        setFolderToMove(folder);
+                        setIsMovingFolder(true);
+                      }}
+                      onPin={(folderId) => void pinFolder({ folderId })}
+                      onUnpin={(folderId) => void unpinFolder({ folderId })}
+                      onSettings={(folder) => {
+                        setFolderToSettings(folder);
+                        setIsSettingsFolderOpen(true);
+                      }}
+                      onDelete={(folder) => {
+                        setFolderToDelete(folder);
+                        setIsDeletingFolder(true);
+                      }}
+                    />
+                  ))}
+              </div>
+            </div>
+          </>
+        )}
+      </div>
+
+      <FolderMoveDialog
+        foldersData={foldersData?.folders}
+        folder={folderToMove}
+        isOpen={isMovingFolder}
+        onOpenChange={(open) => {
+          setIsMovingFolder(open);
+
+          if (!open) {
+            setFolderToMove(null);
+          }
+        }}
+      />
+
+      <FolderSettingsDialog
+        folder={folderToSettings}
+        isOpen={isSettingsFolderOpen}
+        onOpenChange={(open) => {
+          setIsSettingsFolderOpen(open);
+
+          if (!open) {
+            setFolderToSettings(null);
+          }
+        }}
+      />
+
+      <FolderDeleteDialog
+        folder={folderToDelete}
+        isOpen={isDeletingFolder}
+        onOpenChange={(open) => {
+          setIsDeletingFolder(open);
+
+          if (!open) {
+            setFolderToDelete(null);
+          }
+        }}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,5 @@
+import DocumentPage, { loader } from '~/routes/_authenticated+/documents.f.$folderId.$id._index';
+
+export { loader };
+
+export default DocumentPage;

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

@@ -0,0 +1,5 @@
+import DocumentEditPage, { loader } from '~/routes/_authenticated+/documents.f.$folderId.$id.edit';
+
+export { loader };
+
+export default DocumentEditPage;

apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents.f.$folderId.$id.logs.tsx

@@ -0,0 +1,5 @@
+import DocumentLogsPage, { loader } from '~/routes/_authenticated+/documents.f.$folderId.$id.logs';
+
+export { loader };
+
+export default DocumentLogsPage;

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

@@ -0,0 +1,5 @@
+import DocumentsPage, { meta } from '~/routes/_authenticated+/documents.f.$folderId._index';
+
+export { meta };
+
+export default DocumentsPage;

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

@@ -0,0 +1,5 @@
+import DocumentsFoldersPage, { meta } from '~/routes/_authenticated+/documents.folders._index';
+
+export { meta };
+
+export default DocumentsFoldersPage;

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

@@ -0,0 +1,5 @@
+import TemplatePage, { loader } from '~/routes/_authenticated+/templates.f.$folderId.$id._index';
+
+export { loader };
+
+export default TemplatePage;

apps/remix/app/routes/_authenticated+/t.$teamUrl+/templates.f.$folderId.$id.edit.tsx

@@ -0,0 +1,5 @@
+import TemplateEditPage, { loader } from '~/routes/_authenticated+/templates.f.$folderId.$id.edit';
+
+export { loader };
+
+export default TemplateEditPage;

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

@@ -0,0 +1,5 @@
+import TemplatesPage, { meta } from '~/routes/_authenticated+/templates.f.$folderId._index';
+
+export { meta };
+
+export default TemplatesPage;

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

@@ -0,0 +1,5 @@
+import TemplatesFoldersPage, { meta } from '~/routes/_authenticated+/templates.folders._index';
+
+export { meta };
+
+export default TemplatesFoldersPage;

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

@@ -7,6 +7,7 @@ import { getSession } from '@documenso/auth/server/lib/utils/get-session';
 import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
@@ -14,7 +15,6 @@ import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { TemplateBulkSendDialog } from '~/components/dialogs/template-bulk-send-dialog';
 import { TemplateDirectLinkDialogWrapper } from '~/components/dialogs/template-direct-link-dialog-wrapper';
 import { TemplateUseDialog } from '~/components/dialogs/template-use-dialog';
-import { DocumentReadOnlyFields } from '~/components/general/document/document-read-only-fields';
 import { TemplateDirectLinkBadge } from '~/components/general/template/template-direct-link-badge';
 import { TemplatePageViewDocumentsTable } from '~/components/general/template/template-page-view-documents-table';
 import { TemplatePageViewInformation } from '~/components/general/template/template-page-view-information';
@@ -55,6 +55,10 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(templateRootPath);
   }
 
+  if (template.folderId) {
+    throw redirect(`${templateRootPath}/f/${template.folderId}/${templateId}`);
+  }
+
   return superLoaderJson({
     user,
     team,
@@ -151,6 +155,9 @@ export default function TemplatePage() {
         <DocumentReadOnlyFields
           fields={readOnlyFields}
           showFieldStatus={false}
+          showRecipientTooltip={true}
+          showRecipientColors={true}
+          recipientIds={recipients.map((recipient) => recipient.id)}
           documentMeta={mockedDocumentMeta}
         />
 

apps/remix/app/routes/_authenticated+/templates.$id.edit.tsx

@@ -8,6 +8,7 @@ import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-
 import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 
+import { LegacyFieldWarningPopover } from '~/components/general/legacy-field-warning-popover';
 import { TemplateDirectLinkBadge } from '~/components/general/template/template-direct-link-badge';
 import { TemplateEditForm } from '~/components/general/template/template-edit-form';
 import { TemplateType } from '~/components/general/template/template-type';
@@ -44,13 +45,20 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(templateRootPath);
   }
 
+  if (template.folderId) {
+    throw redirect(`${templateRootPath}/f/${template.folderId}/${templateId}/edit`);
+  }
+
   const isTemplateEnterprise = await isUserEnterprise({
     userId: user.id,
     teamId: team?.id,
   });
 
   return superLoaderJson({
-    template,
+    template: {
+      ...template,
+      folder: null,
+    },
     isTemplateEnterprise,
     templateRootPath,
   });
@@ -64,7 +72,11 @@ export default function TemplateEditPage() {
       <div className="flex flex-col justify-between sm:flex-row">
         <div>
           <Link
-            to={`${templateRootPath}/${template.id}`}
+            to={
+              template.folderId
+                ? `${templateRootPath}/f/${template.folderId}/${template.id}`
+                : `${templateRootPath}/${template.id}`
+            }
             className="flex items-center text-[#7AC455] hover:opacity-80"
           >
             <ChevronLeft className="mr-2 inline-block h-5 w-5" />
@@ -91,8 +103,14 @@ export default function TemplateEditPage() {
           </div>
         </div>
 
-        <div className="mt-2 sm:mt-0 sm:self-end">
+        <div className="mt-2 flex items-center gap-2 sm:mt-0 sm:self-end">
           <TemplateDirectLinkDialogWrapper template={template} />
+
+          {template.useLegacyFieldInsertion && (
+            <div>
+              <LegacyFieldWarningPopover type="template" templateId={template.id} />
+            </div>
+          )}
         </div>
       </div>
 

apps/remix/app/routes/_authenticated+/templates._index.tsx

@@ -1,15 +1,23 @@
-import { useEffect } from 'react';
+import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import { Bird } from 'lucide-react';
-import { useSearchParams } from 'react-router';
+import { Bird, FolderIcon, HomeIcon, Loader2 } from 'lucide-react';
+import { useNavigate, useSearchParams } from 'react-router';
 
+import { FolderType } from '@documenso/lib/types/folder-type';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
 
 import { TemplateCreateDialog } from '~/components/dialogs/template-create-dialog';
+import { TemplateFolderCreateDialog } from '~/components/dialogs/template-folder-create-dialog';
+import { TemplateFolderDeleteDialog } from '~/components/dialogs/template-folder-delete-dialog';
+import { TemplateFolderMoveDialog } from '~/components/dialogs/template-folder-move-dialog';
+import { TemplateFolderSettingsDialog } from '~/components/dialogs/template-folder-settings-dialog';
+import { FolderCard } from '~/components/general/folder/folder-card';
 import { TemplatesTable } from '~/components/tables/templates-table';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -19,10 +27,21 @@ export function meta() {
 }
 
 export default function TemplatesPage() {
+  const navigate = useNavigate();
   const [searchParams] = useSearchParams();
 
+  const [isMovingFolder, setIsMovingFolder] = useState(false);
+  const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
+  const [isDeletingFolder, setIsDeletingFolder] = useState(false);
+  const [folderToDelete, setFolderToDelete] = useState<TFolderWithSubfolders | null>(null);
+  const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
+  const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
+
   const team = useOptionalCurrentTeam();
 
+  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
+  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
+
   const page = Number(searchParams.get('page')) || 1;
   const perPage = Number(searchParams.get('perPage')) || 10;
 
@@ -34,19 +53,165 @@ export default function TemplatesPage() {
     perPage: perPage,
   });
 
-  // Refetch the templates when the team URL changes.
+  const {
+    data: foldersData,
+    isLoading: isFoldersLoading,
+    refetch: refetchFolders,
+  } = trpc.folder.getFolders.useQuery({
+    type: FolderType.TEMPLATE,
+    parentId: null,
+  });
+
   useEffect(() => {
     void refetch();
+    void refetchFolders();
   }, [team?.url]);
 
+  const navigateToFolder = (folderId?: string | null) => {
+    const templatesPath = formatTemplatesPath(team?.url);
+
+    if (folderId) {
+      void navigate(`${templatesPath}/f/${folderId}`);
+    } else {
+      void navigate(templatesPath);
+    }
+  };
+
+  const handleNavigate = (folderId: string) => {
+    navigateToFolder(folderId);
+  };
+
+  const handleMove = (folder: TFolderWithSubfolders) => {
+    setFolderToMove(folder);
+    setIsMovingFolder(true);
+  };
+
+  const handlePin = (folderId: string) => {
+    void pinFolder({ folderId });
+  };
+
+  const handleUnpin = (folderId: string) => {
+    void unpinFolder({ folderId });
+  };
+
+  const handleSettings = (folder: TFolderWithSubfolders) => {
+    setFolderToSettings(folder);
+    setIsSettingsFolderOpen(true);
+  };
+
+  const handleDelete = (folder: TFolderWithSubfolders) => {
+    setFolderToDelete(folder);
+    setIsDeletingFolder(true);
+  };
+
+  const handleViewAllFolders = () => {
+    void navigate(`${formatTemplatesPath(team?.url)}/folders`);
+  };
+
   return (
     <div className="mx-auto max-w-screen-xl px-4 md:px-8">
-      <div className="flex items-baseline justify-between">
+      <div className="flex flex-col gap-4 md:flex-row md:items-center md:justify-between">
+        <div className="flex flex-1 items-center">
+          <Button
+            variant="ghost"
+            size="sm"
+            className="flex items-center space-x-2 pl-0 hover:bg-transparent"
+            onClick={() => navigateToFolder(null)}
+          >
+            <HomeIcon className="h-4 w-4" />
+            <span>Home</span>
+          </Button>
+
+          {foldersData?.breadcrumbs.map((folder) => (
+            <div key={folder.id} className="flex items-center space-x-2">
+              <span>/</span>
+              <Button
+                variant="ghost"
+                size="sm"
+                className="flex items-center space-x-2 pl-1 hover:bg-transparent"
+                onClick={() => navigateToFolder(folder.id)}
+              >
+                <FolderIcon className="h-4 w-4" />
+                <span>{folder.name}</span>
+              </Button>
+            </div>
+          ))}
+        </div>
+
+        <div className="flex gap-4 sm:flex-row sm:justify-end">
+          <TemplateCreateDialog templateRootPath={templateRootPath} />
+          <TemplateFolderCreateDialog />
+        </div>
+      </div>
+
+      {isFoldersLoading ? (
+        <div className="mt-6 flex justify-center">
+          <Loader2 className="text-muted-foreground h-8 w-8 animate-spin" />
+        </div>
+      ) : (
+        <>
+          {foldersData?.folders && foldersData.folders.some((folder) => folder.pinned) && (
+            <div className="mt-6">
+              <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {foldersData.folders
+                  .filter((folder) => folder.pinned)
+                  .map((folder) => (
+                    <FolderCard
+                      key={folder.id}
+                      folder={folder}
+                      onNavigate={handleNavigate}
+                      onMove={handleMove}
+                      onPin={handlePin}
+                      onUnpin={handleUnpin}
+                      onSettings={handleSettings}
+                      onDelete={handleDelete}
+                    />
+                  ))}
+              </div>
+            </div>
+          )}
+
+          <div className="mt-6">
+            <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+              {foldersData?.folders
+                ?.filter((folder) => !folder.pinned)
+                .slice(0, 12)
+                .map((folder) => (
+                  <FolderCard
+                    key={folder.id}
+                    folder={folder}
+                    onNavigate={handleNavigate}
+                    onMove={handleMove}
+                    onPin={handlePin}
+                    onUnpin={handleUnpin}
+                    onSettings={handleSettings}
+                    onDelete={handleDelete}
+                  />
+                ))}
+            </div>
+
+            <div className="mt-6 flex items-center justify-center">
+              {foldersData && foldersData.folders?.length > 12 && (
+                <Button
+                  variant="link"
+                  size="sm"
+                  className="text-muted-foreground hover:text-foreground"
+                  onClick={() => void handleViewAllFolders()}
+                >
+                  View all folders
+                </Button>
+              )}
+            </div>
+          </div>
+        </>
+      )}
+
+      <div className="mt-12">
         <div className="flex flex-row items-center">
           {team && (
             <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
               {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
-              <AvatarFallback className="text-xs text-gray-400">
+              <AvatarFallback className="text-muted-foreground text-xs">
                 {team.name.slice(0, 1)}
               </AvatarFallback>
             </Avatar>
@@ -57,38 +222,71 @@ export default function TemplatesPage() {
           </h1>
         </div>
 
-        <div>
-          <TemplateCreateDialog templateRootPath={templateRootPath} teamId={team?.id} />
+        <div className="mt-8">
+          {data && data.count === 0 ? (
+            <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
+              <Bird className="h-12 w-12" strokeWidth={1.5} />
+
+              <div className="text-center">
+                <h3 className="text-lg font-semibold">
+                  <Trans>We're all empty</Trans>
+                </h3>
+
+                <p className="mt-2 max-w-[50ch]">
+                  <Trans>
+                    You have not yet created any templates. To create a template please upload one.
+                  </Trans>
+                </p>
+              </div>
+            </div>
+          ) : (
+            <TemplatesTable
+              data={data}
+              isLoading={isLoading}
+              isLoadingError={isLoadingError}
+              documentRootPath={documentRootPath}
+              templateRootPath={templateRootPath}
+            />
+          )}
         </div>
       </div>
 
-      <div className="relative mt-5">
-        {data && data.count === 0 ? (
-          <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
-            <Bird className="h-12 w-12" strokeWidth={1.5} />
+      <TemplateFolderMoveDialog
+        foldersData={foldersData?.folders}
+        folder={folderToMove}
+        isOpen={isMovingFolder}
+        onOpenChange={(open) => {
+          setIsMovingFolder(open);
 
-            <div className="text-center">
-              <h3 className="text-lg font-semibold">
-                <Trans>We're all empty</Trans>
-              </h3>
+          if (!open) {
+            setFolderToMove(null);
+          }
+        }}
+      />
 
-              <p className="mt-2 max-w-[50ch]">
-                <Trans>
-                  You have not yet created any templates. To create a template please upload one.
-                </Trans>
-              </p>
-            </div>
-          </div>
-        ) : (
-          <TemplatesTable
-            data={data}
-            isLoading={isLoading}
-            isLoadingError={isLoadingError}
-            documentRootPath={documentRootPath}
-            templateRootPath={templateRootPath}
-          />
-        )}
-      </div>
+      <TemplateFolderSettingsDialog
+        folder={folderToSettings}
+        isOpen={isSettingsFolderOpen}
+        onOpenChange={(open) => {
+          setIsSettingsFolderOpen(open);
+
+          if (!open) {
+            setFolderToSettings(null);
+          }
+        }}
+      />
+
+      <TemplateFolderDeleteDialog
+        folder={folderToDelete}
+        isOpen={isDeletingFolder}
+        onOpenChange={(open) => {
+          setIsDeletingFolder(open);
+
+          if (!open) {
+            setFolderToDelete(null);
+          }
+        }}
+      />
     </div>
   );
 }

apps/remix/app/routes/_authenticated+/templates.f.$folderId.$id._index.tsx

@@ -0,0 +1,230 @@
+import { Trans } from '@lingui/react/macro';
+import { DocumentSigningOrder, SigningStatus } from '@prisma/client';
+import { ChevronLeft, LucideEdit } from 'lucide-react';
+import { Link, redirect, useNavigate } from 'react-router';
+
+import { getSession } from '@documenso/auth/server/lib/utils/get-session';
+import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
+
+import { TemplateBulkSendDialog } from '~/components/dialogs/template-bulk-send-dialog';
+import { TemplateDirectLinkDialogWrapper } from '~/components/dialogs/template-direct-link-dialog-wrapper';
+import { TemplateUseDialog } from '~/components/dialogs/template-use-dialog';
+import { TemplateDirectLinkBadge } from '~/components/general/template/template-direct-link-badge';
+import { TemplatePageViewDocumentsTable } from '~/components/general/template/template-page-view-documents-table';
+import { TemplatePageViewInformation } from '~/components/general/template/template-page-view-information';
+import { TemplatePageViewRecentActivity } from '~/components/general/template/template-page-view-recent-activity';
+import { TemplatePageViewRecipients } from '~/components/general/template/template-page-view-recipients';
+import { TemplateType } from '~/components/general/template/template-type';
+import { TemplatesTableActionDropdown } from '~/components/tables/templates-table-action-dropdown';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import type { Route } from './+types/templates.$id._index';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { user } = await getSession(request);
+
+  let team: TGetTeamByUrlResponse | null = null;
+
+  if (params.teamUrl) {
+    team = await getTeamByUrl({ userId: user.id, teamUrl: params.teamUrl });
+  }
+
+  const { id, folderId } = params;
+
+  const templateId = Number(id);
+  const templateRootPath = formatTemplatesPath(team?.url);
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    throw redirect(folderId ? `${documentRootPath}/f/${folderId}` : documentRootPath);
+  }
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+    teamId: team?.id,
+    folderId,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData || (template?.teamId && !team?.url)) {
+    throw redirect(folderId ? `${templateRootPath}/f/${folderId}` : templateRootPath);
+  }
+
+  if (!template.folderId) {
+    throw redirect(`${templateRootPath}/${templateId}`);
+  }
+
+  if (template.folderId !== folderId) {
+    throw redirect(`${templateRootPath}/f/${template.folderId}/${templateId}`);
+  }
+
+  return superLoaderJson({
+    user,
+    team,
+    template,
+    templateRootPath,
+    documentRootPath,
+  });
+}
+
+export default function TemplatePage() {
+  const { user, team, template, templateRootPath, documentRootPath } =
+    useSuperLoaderData<typeof loader>();
+
+  const { templateDocumentData, fields, recipients, templateMeta } = template;
+
+  const navigate = useNavigate();
+
+  // Remap to fit the DocumentReadOnlyFields component.
+  const readOnlyFields = fields.map((field) => {
+    const recipient = recipients.find((recipient) => recipient.id === field.recipientId) || {
+      name: '',
+      email: '',
+      signingStatus: SigningStatus.NOT_SIGNED,
+    };
+
+    return {
+      ...field,
+      recipient,
+      signature: null,
+    };
+  });
+
+  const mockedDocumentMeta = templateMeta
+    ? {
+        ...templateMeta,
+        signingOrder: templateMeta.signingOrder || DocumentSigningOrder.SEQUENTIAL,
+        documentId: 0,
+      }
+    : undefined;
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      <Link to={templateRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        <Trans>Templates</Trans>
+      </Link>
+
+      <div className="flex flex-row justify-between truncate">
+        <div>
+          <h1
+            className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+            title={template.title}
+          >
+            {template.title}
+          </h1>
+
+          <div className="mt-2.5 flex items-center">
+            <TemplateType inheritColor className="text-muted-foreground" type={template.type} />
+
+            {template.directLink?.token && (
+              <TemplateDirectLinkBadge
+                className="ml-4"
+                token={template.directLink.token}
+                enabled={template.directLink.enabled}
+              />
+            )}
+          </div>
+        </div>
+
+        <div className="mt-2 flex flex-row space-x-4 sm:mt-0 sm:self-end">
+          <TemplateDirectLinkDialogWrapper template={template} />
+
+          <TemplateBulkSendDialog templateId={template.id} recipients={template.recipients} />
+
+          <Button className="w-full" asChild>
+            <Link to={`${templateRootPath}/${template.id}/edit`}>
+              <LucideEdit className="mr-1.5 h-3.5 w-3.5" />
+              <Trans>Edit Template</Trans>
+            </Link>
+          </Button>
+        </div>
+      </div>
+
+      <div className="mt-6 grid w-full grid-cols-12 gap-8">
+        <Card
+          className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+          gradient
+        >
+          <CardContent className="p-2">
+            <PDFViewer document={template} key={template.id} documentData={templateDocumentData} />
+          </CardContent>
+        </Card>
+
+        <DocumentReadOnlyFields
+          fields={readOnlyFields}
+          showFieldStatus={false}
+          documentMeta={mockedDocumentMeta}
+        />
+
+        <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+          <div className="space-y-6">
+            <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">
+              <div className="flex flex-row items-center justify-between px-4">
+                <h3 className="text-foreground text-2xl font-semibold">
+                  <Trans>Template</Trans>
+                </h3>
+
+                <div>
+                  <TemplatesTableActionDropdown
+                    row={template}
+                    teamId={team?.id}
+                    templateRootPath={templateRootPath}
+                    onDelete={async () => navigate(templateRootPath)}
+                    onMove={async ({ teamUrl, templateId }) =>
+                      navigate(`${formatTemplatesPath(teamUrl)}/${templateId}`)
+                    }
+                  />
+                </div>
+              </div>
+
+              <p className="text-muted-foreground mt-2 px-4 text-sm">
+                <Trans>Manage and view template</Trans>
+              </p>
+
+              <div className="mt-4 border-t px-4 pt-4">
+                <TemplateUseDialog
+                  templateId={template.id}
+                  templateSigningOrder={template.templateMeta?.signingOrder}
+                  recipients={template.recipients}
+                  documentRootPath={documentRootPath}
+                  trigger={
+                    <Button className="w-full">
+                      <Trans>Use</Trans>
+                    </Button>
+                  }
+                />
+              </div>
+            </section>
+
+            {/* Template information section. */}
+            <TemplatePageViewInformation template={template} userId={user.id} />
+
+            {/* Recipients section. */}
+            <TemplatePageViewRecipients template={template} templateRootPath={templateRootPath} />
+
+            {/* Recent activity section. */}
+            <TemplatePageViewRecentActivity
+              documentRootPath={documentRootPath}
+              templateId={template.id}
+            />
+          </div>
+        </div>
+      </div>
+
+      <div className="mt-16" id="documents">
+        <h1 className="mb-4 text-2xl font-bold">
+          <Trans>Documents created from template</Trans>
+        </h1>
+
+        <TemplatePageViewDocumentsTable templateId={template.id} />
+      </div>
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/templates.f.$folderId.$id.edit.tsx

@@ -0,0 +1,122 @@
+import { Trans } from '@lingui/react/macro';
+import { ChevronLeft } from 'lucide-react';
+import { Link, redirect } from 'react-router';
+
+import { getSession } from '@documenso/auth/server/lib/utils/get-session';
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
+import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+
+import { TemplateDirectLinkBadge } from '~/components/general/template/template-direct-link-badge';
+import { TemplateEditForm } from '~/components/general/template/template-edit-form';
+import { TemplateType } from '~/components/general/template/template-type';
+import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
+
+import { TemplateDirectLinkDialogWrapper } from '../../components/dialogs/template-direct-link-dialog-wrapper';
+import type { Route } from './+types/templates.$id.edit';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { user } = await getSession(request);
+
+  let team: TGetTeamByUrlResponse | null = null;
+
+  if (params.teamUrl) {
+    team = await getTeamByUrl({ userId: user.id, teamUrl: params.teamUrl });
+  }
+
+  const { id } = params;
+
+  const templateId = Number(id);
+  const templateRootPath = formatTemplatesPath(team?.url);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    throw redirect(templateRootPath);
+  }
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+    teamId: team?.id,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData) {
+    throw redirect(templateRootPath);
+  }
+
+  if (!template.folderId) {
+    throw redirect(`${templateRootPath}/${templateId}/edit`);
+  }
+
+  if (template.folderId !== params.folderId) {
+    throw redirect(`${templateRootPath}/f/${template.folderId}/${templateId}/edit`);
+  }
+
+  const isTemplateEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
+
+  return superLoaderJson({
+    template: {
+      ...template,
+      folder: null,
+    },
+    isTemplateEnterprise,
+    templateRootPath,
+  });
+}
+
+export default function TemplateEditPage() {
+  const { template, isTemplateEnterprise, templateRootPath } = useSuperLoaderData<typeof loader>();
+
+  return (
+    <div className="mx-auto -mt-4 max-w-screen-xl px-4 md:px-8">
+      <div className="flex flex-col justify-between sm:flex-row">
+        <div>
+          <Link
+            to={
+              template.folderId
+                ? `${templateRootPath}/f/${template.folderId}/${template.id}`
+                : `${templateRootPath}/${template.id}`
+            }
+            className="flex items-center text-[#7AC455] hover:opacity-80"
+          >
+            <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+            <Trans>Template</Trans>
+          </Link>
+
+          <h1
+            className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+            title={template.title}
+          >
+            {template.title}
+          </h1>
+
+          <div className="mt-2.5 flex items-center">
+            <TemplateType inheritColor className="text-muted-foreground" type={template.type} />
+
+            {template.directLink?.token && (
+              <TemplateDirectLinkBadge
+                className="ml-4"
+                token={template.directLink.token}
+                enabled={template.directLink.enabled}
+              />
+            )}
+          </div>
+        </div>
+
+        <div className="mt-2 sm:mt-0 sm:self-end">
+          <TemplateDirectLinkDialogWrapper template={template} />
+        </div>
+      </div>
+
+      <TemplateEditForm
+        className="mt-6"
+        initialTemplate={template}
+        templateRootPath={templateRootPath}
+        isEnterprise={isTemplateEnterprise}
+      />
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/templates.f.$folderId._index.tsx

@@ -0,0 +1,369 @@
+import { useEffect, useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { Bird, FolderIcon, HomeIcon, Loader2, PinIcon } from 'lucide-react';
+import { useNavigate, useParams, useSearchParams } from 'react-router';
+
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
+import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
+import { FolderSettingsDialog } from '~/components/dialogs/folder-settings-dialog';
+import { TemplateCreateDialog } from '~/components/dialogs/template-create-dialog';
+import { TemplateFolderCreateDialog } from '~/components/dialogs/template-folder-create-dialog';
+import { TemplatesTable } from '~/components/tables/templates-table';
+import { useOptionalCurrentTeam } from '~/providers/team';
+import { appMetaTags } from '~/utils/meta';
+
+export function meta() {
+  return appMetaTags('Templates');
+}
+
+export default function TemplatesPage() {
+  const [searchParams] = useSearchParams();
+  const { folderId } = useParams();
+  const navigate = useNavigate();
+
+  const team = useOptionalCurrentTeam();
+
+  const page = Number(searchParams.get('page')) || 1;
+  const perPage = Number(searchParams.get('perPage')) || 10;
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+  const templateRootPath = formatTemplatesPath(team?.url);
+
+  const { data, isLoading, isLoadingError, refetch } = trpc.template.findTemplates.useQuery({
+    page: page,
+    perPage: perPage,
+    folderId: folderId,
+  });
+
+  const {
+    data: foldersData,
+    isLoading: isFoldersLoading,
+    refetch: refetchFolders,
+  } = trpc.folder.getFolders.useQuery({
+    parentId: folderId,
+    type: FolderType.TEMPLATE,
+  });
+
+  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
+  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
+
+  const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
+  const [isMovingFolder, setIsMovingFolder] = useState(false);
+  const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
+  const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
+  const [folderToDelete, setFolderToDelete] = useState<TFolderWithSubfolders | null>(null);
+  const [isDeletingFolder, setIsDeletingFolder] = useState(false);
+
+  useEffect(() => {
+    void refetch();
+    void refetchFolders();
+  }, [team?.url]);
+
+  const navigateToFolder = (folderId?: string) => {
+    const templatesPath = formatTemplatesPath(team?.url);
+
+    if (folderId) {
+      void navigate(`${templatesPath}/f/${folderId}`);
+    } else {
+      void navigate(templatesPath);
+    }
+  };
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <div className="flex flex-col gap-4 md:flex-row md:items-center md:justify-between">
+        <div className="flex flex-1 items-center">
+          <Button
+            variant="ghost"
+            size="sm"
+            className="flex items-center space-x-2 pl-0 hover:bg-transparent"
+            onClick={() => navigateToFolder()}
+          >
+            <HomeIcon className="h-4 w-4" />
+            <span>Home</span>
+          </Button>
+
+          {foldersData?.breadcrumbs.map((folder) => (
+            <div key={folder.id} className="flex items-center space-x-2">
+              <span>/</span>
+              <Button
+                variant="ghost"
+                size="sm"
+                className="flex items-center space-x-2 pl-1 hover:bg-transparent"
+                onClick={() => navigateToFolder(folder.id)}
+              >
+                <FolderIcon className="h-4 w-4" />
+                <span>{folder.name}</span>
+              </Button>
+            </div>
+          ))}
+        </div>
+
+        <div className="flex gap-4 sm:flex-row sm:justify-end">
+          <TemplateFolderCreateDialog />
+          <TemplateCreateDialog templateRootPath={templateRootPath} folderId={folderId} />
+        </div>
+      </div>
+
+      {isFoldersLoading ? (
+        <div className="mt-6 flex justify-center">
+          <Loader2 className="text-muted-foreground h-8 w-8 animate-spin" />
+        </div>
+      ) : (
+        <>
+          {foldersData?.folders.some((folder) => folder.pinned) && (
+            <div className="mt-6">
+              <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {foldersData?.folders
+                  .filter((folder) => folder.pinned)
+                  .map((folder) => (
+                    <div
+                      key={folder.id}
+                      className="border-border hover:border-muted-foreground/40 group relative flex flex-col rounded-lg border p-4 transition-all hover:shadow-sm"
+                    >
+                      <div className="flex items-start justify-between">
+                        <button
+                          className="flex items-center space-x-2 text-left"
+                          onClick={() => navigateToFolder(folder.id)}
+                        >
+                          <FolderIcon className="text-documenso h-6 w-6" />
+                          <div>
+                            <div className="flex items-center gap-2">
+                              <h3 className="font-medium">{folder.name}</h3>
+                              <PinIcon className="text-documenso h-3 w-3" />
+                            </div>
+                            <div className="mt-1 flex space-x-2 text-xs text-gray-500">
+                              <span>{folder._count.templates || 0} templates</span>
+                              <span>•</span>
+                              <span>{folder._count.subfolders} folders</span>
+                            </div>
+                          </div>
+                        </button>
+
+                        <DropdownMenu>
+                          <DropdownMenuTrigger asChild>
+                            <Button
+                              variant="ghost"
+                              size="sm"
+                              className="opacity-0 group-hover:opacity-100"
+                            >
+                              •••
+                            </Button>
+                          </DropdownMenuTrigger>
+                          <DropdownMenuContent align="end">
+                            <DropdownMenuItem
+                              onClick={() => {
+                                setFolderToMove(folder);
+                                setIsMovingFolder(true);
+                              }}
+                            >
+                              Move
+                            </DropdownMenuItem>
+                            <DropdownMenuItem
+                              onClick={() => {
+                                void unpinFolder({ folderId: folder.id });
+                              }}
+                            >
+                              Unpin
+                            </DropdownMenuItem>
+                            <DropdownMenuItem
+                              onClick={() => {
+                                setFolderToSettings(folder);
+                                setIsSettingsFolderOpen(true);
+                              }}
+                            >
+                              Settings
+                            </DropdownMenuItem>
+                            <DropdownMenuItem
+                              className="text-red-500"
+                              onClick={() => {
+                                setFolderToDelete(folder);
+                                setIsDeletingFolder(true);
+                              }}
+                            >
+                              Delete
+                            </DropdownMenuItem>
+                          </DropdownMenuContent>
+                        </DropdownMenu>
+                      </div>
+                    </div>
+                  ))}
+              </div>
+            </div>
+          )}
+
+          <div className="mt-6 grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+            {foldersData?.folders
+              .filter((folder) => !folder.pinned)
+              .map((folder) => (
+                <div
+                  key={folder.id}
+                  className="border-border hover:border-muted-foreground/40 group relative flex flex-col rounded-lg border p-4 transition-all hover:shadow-sm"
+                >
+                  <div className="flex items-start justify-between">
+                    <button
+                      className="flex items-center space-x-2 text-left"
+                      onClick={() => navigateToFolder(folder.id)}
+                    >
+                      <FolderIcon className="text-documenso h-6 w-6" />
+                      <div>
+                        <h3 className="font-medium">{folder.name}</h3>
+                        <div className="mt-1 flex space-x-2 text-xs text-gray-500">
+                          <span>{folder._count.templates || 0} templates</span>
+                          <span>•</span>
+                          <span>{folder._count.subfolders} folders</span>
+                        </div>
+                      </div>
+                    </button>
+
+                    <DropdownMenu>
+                      <DropdownMenuTrigger asChild>
+                        <Button
+                          variant="ghost"
+                          size="sm"
+                          className="opacity-0 group-hover:opacity-100"
+                        >
+                          •••
+                        </Button>
+                      </DropdownMenuTrigger>
+                      <DropdownMenuContent align="end">
+                        <DropdownMenuItem
+                          onClick={() => {
+                            setFolderToMove(folder);
+                            setIsMovingFolder(true);
+                          }}
+                        >
+                          Move
+                        </DropdownMenuItem>
+                        <DropdownMenuItem
+                          onClick={() => {
+                            void pinFolder({ folderId: folder.id });
+                          }}
+                        >
+                          Pin
+                        </DropdownMenuItem>
+                        <DropdownMenuItem
+                          onClick={() => {
+                            setFolderToSettings(folder);
+                            setIsSettingsFolderOpen(true);
+                          }}
+                        >
+                          Settings
+                        </DropdownMenuItem>
+                        <DropdownMenuItem
+                          className="text-red-500"
+                          onClick={() => {
+                            setFolderToDelete(folder);
+                            setIsDeletingFolder(true);
+                          }}
+                        >
+                          Delete
+                        </DropdownMenuItem>
+                      </DropdownMenuContent>
+                    </DropdownMenu>
+                  </div>
+                </div>
+              ))}
+          </div>
+        </>
+      )}
+
+      <div className="relative mt-12">
+        <div className="flex flex-row items-center">
+          {team && (
+            <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+              {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
+              <AvatarFallback className="text-muted-foreground text-xs">
+                {team.name.slice(0, 1)}
+              </AvatarFallback>
+            </Avatar>
+          )}
+
+          <h1 className="truncate text-2xl font-semibold md:text-3xl">
+            <Trans>Templates</Trans>
+          </h1>
+        </div>
+
+        <div className="mt-8">
+          {data && data.count === 0 ? (
+            <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
+              <Bird className="h-12 w-12" strokeWidth={1.5} />
+
+              <div className="text-center">
+                <h3 className="text-lg font-semibold">
+                  <Trans>We're all empty</Trans>
+                </h3>
+
+                <p className="mt-2 max-w-[50ch]">
+                  <Trans>
+                    You have not yet created any templates. To create a template please upload one.
+                  </Trans>
+                </p>
+              </div>
+            </div>
+          ) : (
+            <TemplatesTable
+              data={data}
+              isLoading={isLoading}
+              isLoadingError={isLoadingError}
+              documentRootPath={documentRootPath}
+              templateRootPath={templateRootPath}
+            />
+          )}
+        </div>
+      </div>
+
+      <FolderMoveDialog
+        foldersData={foldersData?.folders}
+        folder={folderToMove}
+        isOpen={isMovingFolder}
+        onOpenChange={(open) => {
+          setIsMovingFolder(open);
+
+          if (!open) {
+            setFolderToMove(null);
+          }
+        }}
+      />
+
+      <FolderSettingsDialog
+        folder={folderToSettings}
+        isOpen={isSettingsFolderOpen}
+        onOpenChange={(open) => {
+          setIsSettingsFolderOpen(open);
+
+          if (!open) {
+            setFolderToSettings(null);
+          }
+        }}
+      />
+
+      <FolderDeleteDialog
+        folder={folderToDelete}
+        isOpen={isDeletingFolder}
+        onOpenChange={(open) => {
+          setIsDeletingFolder(open);
+
+          if (!open) {
+            setFolderToDelete(null);
+          }
+        }}
+      />
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/templates.folders._index.tsx

@@ -0,0 +1,181 @@
+import { useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { HomeIcon, Loader2 } from 'lucide-react';
+import { useNavigate } from 'react-router';
+
+import { FolderType } from '@documenso/lib/types/folder-type';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
+import { Button } from '@documenso/ui/primitives/button';
+
+import { TemplateFolderCreateDialog } from '~/components/dialogs/template-folder-create-dialog';
+import { TemplateFolderDeleteDialog } from '~/components/dialogs/template-folder-delete-dialog';
+import { TemplateFolderMoveDialog } from '~/components/dialogs/template-folder-move-dialog';
+import { TemplateFolderSettingsDialog } from '~/components/dialogs/template-folder-settings-dialog';
+import { FolderCard } from '~/components/general/folder/folder-card';
+import { appMetaTags } from '~/utils/meta';
+
+export function meta() {
+  return appMetaTags('Templates');
+}
+
+export default function TemplatesFoldersPage() {
+  const navigate = useNavigate();
+  const [isMovingFolder, setIsMovingFolder] = useState(false);
+  const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
+  const [isDeletingFolder, setIsDeletingFolder] = useState(false);
+  const [folderToDelete, setFolderToDelete] = useState<TFolderWithSubfolders | null>(null);
+  const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
+  const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
+
+  const { data: foldersData, isLoading: isFoldersLoading } = trpc.folder.getFolders.useQuery({
+    type: FolderType.TEMPLATE,
+    parentId: null,
+  });
+
+  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
+  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
+
+  const navigateToFolder = (folderId?: string | null) => {
+    const templatesPath = formatTemplatesPath();
+
+    if (folderId) {
+      void navigate(`${templatesPath}/f/${folderId}`);
+    } else {
+      void navigate(templatesPath);
+    }
+  };
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+      <div className="flex w-full items-center justify-between">
+        <div className="flex flex-1 items-center">
+          <Button
+            variant="ghost"
+            size="sm"
+            className="flex items-center space-x-2 pl-0 hover:bg-transparent"
+            onClick={() => navigateToFolder(null)}
+          >
+            <HomeIcon className="h-4 w-4" />
+            <span>Home</span>
+          </Button>
+        </div>
+
+        <div className="flex flex-col gap-y-4 sm:flex-row sm:justify-end sm:gap-x-4">
+          <TemplateFolderCreateDialog />
+        </div>
+      </div>
+
+      <div className="mt-6">
+        {isFoldersLoading ? (
+          <div className="mt- flex justify-center">
+            <Loader2 className="text-muted-foreground h-8 w-8 animate-spin" />
+          </div>
+        ) : (
+          <>
+            {foldersData?.folders?.some((folder) => folder.pinned) && (
+              <div className="mt-6">
+                <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                  {foldersData.folders
+                    .filter((folder) => folder.pinned)
+                    .map((folder) => (
+                      <FolderCard
+                        key={folder.id}
+                        folder={folder}
+                        onNavigate={navigateToFolder}
+                        onMove={(folder) => {
+                          setFolderToMove(folder);
+                          setIsMovingFolder(true);
+                        }}
+                        onPin={(folderId) => void pinFolder({ folderId })}
+                        onUnpin={(folderId) => void unpinFolder({ folderId })}
+                        onSettings={(folder) => {
+                          setFolderToSettings(folder);
+                          setIsSettingsFolderOpen(true);
+                        }}
+                        onDelete={(folder) => {
+                          setFolderToDelete(folder);
+                          setIsDeletingFolder(true);
+                        }}
+                      />
+                    ))}
+                </div>
+              </div>
+            )}
+
+            <div className="mt-12">
+              <h1 className="truncate text-2xl font-semibold md:text-3xl">
+                <Trans>All Folders</Trans>
+              </h1>
+
+              <div className="mt-6 grid grid-cols-1 gap-4 sm:grid-cols-2 md:grid-cols-3 lg:grid-cols-4">
+                {foldersData?.folders
+                  .filter((folder) => !folder.pinned)
+                  .map((folder) => (
+                    <FolderCard
+                      key={folder.id}
+                      folder={folder}
+                      onNavigate={navigateToFolder}
+                      onMove={(folder) => {
+                        setFolderToMove(folder);
+                        setIsMovingFolder(true);
+                      }}
+                      onPin={(folderId) => void pinFolder({ folderId })}
+                      onUnpin={(folderId) => void unpinFolder({ folderId })}
+                      onSettings={(folder) => {
+                        setFolderToSettings(folder);
+                        setIsSettingsFolderOpen(true);
+                      }}
+                      onDelete={(folder) => {
+                        setFolderToDelete(folder);
+                        setIsDeletingFolder(true);
+                      }}
+                    />
+                  ))}
+              </div>
+            </div>
+          </>
+        )}
+      </div>
+
+      <TemplateFolderMoveDialog
+        foldersData={foldersData?.folders}
+        folder={folderToMove}
+        isOpen={isMovingFolder}
+        onOpenChange={(open: boolean) => {
+          setIsMovingFolder(open);
+
+          if (!open) {
+            setFolderToMove(null);
+          }
+        }}
+      />
+
+      <TemplateFolderSettingsDialog
+        folder={folderToSettings}
+        isOpen={isSettingsFolderOpen}
+        onOpenChange={(open: boolean) => {
+          setIsSettingsFolderOpen(open);
+
+          if (!open) {
+            setFolderToSettings(null);
+          }
+        }}
+      />
+
+      <TemplateFolderDeleteDialog
+        folder={folderToDelete}
+        isOpen={isDeletingFolder}
+        onOpenChange={(open: boolean) => {
+          setIsDeletingFolder(open);
+
+          if (!open) {
+            setFolderToDelete(null);
+          }
+        }}
+      />
+    </div>
+  );
+}

apps/remix/app/routes/_internal+/[__htmltopdf]+/certificate.tsx

@@ -5,8 +5,10 @@ import { DateTime } from 'luxon';
 import { redirect } from 'react-router';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
+import { renderSVG } from 'uqr';
 
 import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { APP_I18N_OPTIONS, ZSupportedLanguageCodeSchema } from '@documenso/lib/constants/i18n';
 import {
   RECIPIENT_ROLES_DESCRIPTION,
@@ -342,7 +344,18 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
       </Card>
 
       {isPlatformDocument && (
-        <div className="my-8 flex-row-reverse">
+        <div className="my-8 flex-row-reverse space-y-4">
+          <div className="flex items-end justify-end gap-x-4">
+            <div
+              className="flex h-24 w-24 justify-center"
+              dangerouslySetInnerHTML={{
+                __html: renderSVG(`${NEXT_PUBLIC_WEBAPP_URL()}/share/${document.qrToken}`, {
+                  ecc: 'Q',
+                }),
+              }}
+            />
+          </div>
+
           <div className="flex items-end justify-end gap-x-4">
             <p className="flex-shrink-0 text-sm font-medium print:text-xs">
               {_(msg`Signing certificate provided by`)}:

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

@@ -60,7 +60,10 @@ export async function loader({ params, request }: Route.LoaderArgs) {
 
   return superLoaderJson({
     isAccessAuthValid: true,
-    template,
+    template: {
+      ...template,
+      folder: null,
+    },
     directTemplateRecipient,
   } as const);
 }

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

@@ -0,0 +1,11 @@
+import { Outlet } from 'react-router';
+
+export default function Layout() {
+  return (
+    <main className="relative flex min-h-screen flex-col items-center justify-center overflow-hidden px-4 py-12 md:p-12 lg:p-24">
+      <div className="relative w-full">
+        <Outlet />
+      </div>
+    </main>
+  );
+}

apps/remix/app/routes/_share+/share.$slug.opengraph.tsx

@@ -22,6 +22,11 @@ const IMAGE_SIZE = {
 export const loader = async ({ params }: Route.LoaderArgs) => {
   const { slug } = params;
 
+  // QR codes are not supported for OpenGraph images
+  if (slug.startsWith('qr_')) {
+    return new Response('Not found', { status: 404 });
+  }
+
   const baseUrl = NEXT_PUBLIC_WEBAPP_URL();
 
   const [interSemiBold, interRegular, caveatRegular] = await Promise.all([

apps/remix/app/routes/_share+/share.$slug.tsx

@@ -1,10 +1,17 @@
-import { redirect } from 'react-router';
+import { redirect, useLoaderData } from 'react-router';
 
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { getDocumentByAccessToken } from '@documenso/lib/server-only/document/get-document-by-access-token';
+
+import { DocumentCertificateQRView } from '~/components/general/document/document-certificate-qr-view';
 
 import type { Route } from './+types/share.$slug';
 
 export function meta({ params: { slug } }: Route.MetaArgs) {
+  if (slug.startsWith('qr_')) {
+    return undefined;
+  }
+
   return [
     { title: 'Documenso - Share' },
     { description: 'I just signed a document in style with Documenso!' },
@@ -43,11 +50,23 @@ export function meta({ params: { slug } }: Route.MetaArgs) {
   ];
 }
 
-export const loader = ({ request }: Route.LoaderArgs) => {
+export const loader = async ({ request, params: { slug } }: Route.LoaderArgs) => {
+  if (slug.startsWith('qr_')) {
+    const document = await getDocumentByAccessToken({ token: slug });
+
+    if (!document) {
+      throw redirect('/');
+    }
+
+    return {
+      document,
+    };
+  }
+
   const userAgent = request.headers.get('User-Agent') ?? '';
 
   if (/bot|facebookexternalhit|WhatsApp|google|bing|duckduckbot|MetaInspector/i.test(userAgent)) {
-    return null;
+    return {};
   }
 
   // Is hardcoded because this whole meta is hardcoded anyway for Documenso.
@@ -55,5 +74,20 @@ export const loader = ({ request }: Route.LoaderArgs) => {
 };
 
 export default function SharePage() {
+  const { document } = useLoaderData<typeof loader>();
+
+  if (document) {
+    return (
+      <DocumentCertificateQRView
+        documentId={document.id}
+        title={document.title}
+        documentData={document.documentData}
+        password={document.documentMeta?.password}
+        recipientCount={document.recipients?.length ?? 0}
+        completedDate={document.completedAt ?? undefined}
+      />
+    );
+  }
+
   return <div></div>;
 }

apps/remix/app/routes/api+/branding.logo.team.$teamId.ts

@@ -1,6 +1,6 @@
 import sharp from 'sharp';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
 import { prisma } from '@documenso/prisma';
 
 import type { Route } from './+types/branding.logo.team.$teamId';
@@ -24,27 +24,29 @@ export async function loader({ params }: Route.LoaderArgs) {
     },
   });
 
-  if (!settings || !settings.brandingEnabled) {
+  if (!settings || !settings.brandingLogo) {
     return Response.json(
       {
         status: 'error',
-        message: 'Not found',
+        message: 'Logo not found',
       },
       { status: 404 },
     );
   }
 
-  if (!settings.brandingLogo) {
+  if (!settings.brandingEnabled) {
     return Response.json(
       {
         status: 'error',
-        message: 'Not found',
+        message: 'Branding is not enabled',
       },
-      { status: 404 },
+      { status: 400 },
     );
   }
 
-  const file = await getFile(JSON.parse(settings.brandingLogo)).catch(() => null);
+  const file = await getFileServerSide(JSON.parse(settings.brandingLogo)).catch((e) => {
+    console.error(e);
+  });
 
   if (!file) {
     return Response.json(

apps/remix/app/routes/embed+/v1+/authoring+/_layout.tsx

@@ -0,0 +1,102 @@
+import { useLayoutEffect } from 'react';
+
+import { Outlet, useLoaderData } from 'react-router';
+
+import { isCommunityPlan } from '@documenso/ee/server-only/util/is-community-plan';
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
+import { isDocumentPlatform } from '@documenso/ee/server-only/util/is-document-platform';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { TrpcProvider } from '@documenso/trpc/react';
+
+import { ZBaseEmbedAuthoringSchema } from '~/types/embed-authoring-base-schema';
+import { injectCss } from '~/utils/css-vars';
+
+import type { Route } from './+types/_layout';
+
+export const loader = async ({ request }: Route.LoaderArgs) => {
+  const url = new URL(request.url);
+
+  const token = url.searchParams.get('token');
+
+  if (!token) {
+    return {
+      hasValidToken: false,
+      token,
+    };
+  }
+
+  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+
+  let hasPlatformPlan = false;
+  let hasEnterprisePlan = false;
+  let hasCommunityPlan = false;
+
+  if (result) {
+    [hasCommunityPlan, hasPlatformPlan, hasEnterprisePlan] = await Promise.all([
+      isCommunityPlan({
+        userId: result.userId,
+        teamId: result.teamId ?? undefined,
+      }),
+      isDocumentPlatform({
+        userId: result.userId,
+        teamId: result.teamId,
+      }),
+      isUserEnterprise({
+        userId: result.userId,
+        teamId: result.teamId ?? undefined,
+      }),
+    ]);
+  }
+
+  return {
+    hasValidToken: !!result,
+    token,
+    hasCommunityPlan,
+    hasPlatformPlan,
+    hasEnterprisePlan,
+  };
+};
+
+export default function AuthoringLayout() {
+  const { hasValidToken, token, hasCommunityPlan, hasPlatformPlan, hasEnterprisePlan } =
+    useLoaderData<typeof loader>();
+
+  useLayoutEffect(() => {
+    try {
+      const hash = window.location.hash.slice(1);
+
+      const result = ZBaseEmbedAuthoringSchema.safeParse(
+        JSON.parse(decodeURIComponent(atob(hash))),
+      );
+
+      if (!result.success) {
+        return;
+      }
+
+      const { css, cssVars, darkModeDisabled } = result.data;
+
+      if (darkModeDisabled) {
+        document.documentElement.classList.add('dark-mode-disabled');
+      }
+
+      if (hasCommunityPlan || hasPlatformPlan || hasEnterprisePlan) {
+        injectCss({
+          css,
+          cssVars,
+        });
+      }
+    } catch (error) {
+      console.error(error);
+    }
+  }, []);
+
+  if (!hasValidToken) {
+    return <div>Invalid embedding presign token provided</div>;
+  }
+
+  return (
+    <TrpcProvider headers={{ authorization: `Bearer ${token}` }}>
+      <Outlet />
+    </TrpcProvider>
+  );
+}

apps/remix/app/routes/embed+/v1+/authoring+/document.create.tsx

@@ -12,10 +12,8 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
 import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
-import {
-  ConfigureFieldsView,
-  type TConfigureFieldsFormSchema,
-} from '~/components/embed/authoring/configure-fields-view';
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
 import {
   type TBaseEmbedAuthoringSchema,
   ZBaseEmbedAuthoringSchema,
@@ -71,6 +69,8 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
       // Use the externalId from the URL fragment if available
       const documentExternalId = externalId || configuration.meta.externalId;
 
+      const signatureTypes = configuration.meta.signatureTypes ?? [];
+
       const createResult = await createEmbeddingDocument({
         title: configuration.title,
         documentDataId: documentData.id,
@@ -78,14 +78,11 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
         meta: {
           ...configuration.meta,
           drawSignatureEnabled:
-            configuration.meta.signatureTypes.length === 0 ||
-            configuration.meta.signatureTypes.includes(DocumentSignatureType.DRAW),
+            signatureTypes.length === 0 || signatureTypes.includes(DocumentSignatureType.DRAW),
           typedSignatureEnabled:
-            configuration.meta.signatureTypes.length === 0 ||
-            configuration.meta.signatureTypes.includes(DocumentSignatureType.TYPE),
+            signatureTypes.length === 0 || signatureTypes.includes(DocumentSignatureType.TYPE),
           uploadSignatureEnabled:
-            configuration.meta.signatureTypes.length === 0 ||
-            configuration.meta.signatureTypes.includes(DocumentSignatureType.UPLOAD),
+            signatureTypes.length === 0 || signatureTypes.includes(DocumentSignatureType.UPLOAD),
         },
         recipients: configuration.signers.map((signer) => ({
           name: signer.name,
@@ -126,7 +123,7 @@ export default function EmbeddingAuthoringDocumentCreatePage() {
 
       // Navigate to the completion page instead of the document details page
       await navigate(
-        `/embed/v1/authoring/create-completed?documentId=${createResult.documentId}&externalId=${documentExternalId}#${hash}`,
+        `/embed/v1/authoring/completed/create?documentId=${createResult.documentId}&externalId=${documentExternalId}#${hash}`,
       );
     } catch (err) {
       console.error('Error creating document:', err);

apps/remix/app/routes/embed+/v1+/authoring+/document.edit.$id.tsx

@@ -0,0 +1,314 @@
+import { useLayoutEffect, useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { DocumentDistributionMethod, DocumentSigningOrder, SigningStatus } from '@prisma/client';
+import { redirect, useLoaderData } from 'react-router';
+
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  isValidDateFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DocumentSignatureType } from '@documenso/lib/constants/document';
+import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { nanoid } from '@documenso/lib/universal/id';
+import { trpc } from '@documenso/trpc/react';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
+import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
+import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
+import {
+  type TBaseEmbedAuthoringSchema,
+  ZBaseEmbedAuthoringSchema,
+} from '~/types/embed-authoring-base-schema';
+
+import type { Route } from './+types/document.edit.$id';
+
+export const loader = async ({ request, params }: Route.LoaderArgs) => {
+  const { id } = params;
+
+  const url = new URL(request.url);
+
+  // We know that the token is present because we're checking it in the parent _layout route
+  const token = url.searchParams.get('token') || '';
+
+  // We also know that the token is valid, but we need the userId + teamId
+  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+
+  if (!result) {
+    throw new Error('Invalid token');
+  }
+
+  const documentId = Number(id);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    redirect(`/embed/v1/authoring/error/not-found?documentId=${documentId}`);
+  }
+
+  const document = await getDocumentWithDetailsById({
+    documentId,
+    userId: result?.userId,
+    teamId: result?.teamId ?? undefined,
+  }).catch(() => null);
+
+  if (!document) {
+    throw redirect(`/embed/v1/authoring/error/not-found?documentId=${documentId}`);
+  }
+
+  const fields = document.fields.map((field) => ({
+    ...field,
+    positionX: field.positionX.toNumber(),
+    positionY: field.positionY.toNumber(),
+    width: field.width.toNumber(),
+    height: field.height.toNumber(),
+  }));
+
+  return {
+    document: {
+      ...document,
+      fields,
+    },
+  };
+};
+
+export default function EmbeddingAuthoringDocumentEditPage() {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { document } = useLoaderData<typeof loader>();
+
+  const signatureTypes = useMemo(() => {
+    const types: string[] = [];
+
+    if (document.documentMeta?.drawSignatureEnabled) {
+      types.push(DocumentSignatureType.DRAW);
+    }
+
+    if (document.documentMeta?.typedSignatureEnabled) {
+      types.push(DocumentSignatureType.TYPE);
+    }
+
+    if (document.documentMeta?.uploadSignatureEnabled) {
+      types.push(DocumentSignatureType.UPLOAD);
+    }
+
+    return types;
+  }, [document.documentMeta]);
+
+  const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(() => ({
+    title: document.title,
+    documentData: undefined,
+    meta: {
+      subject: document.documentMeta?.subject ?? undefined,
+      message: document.documentMeta?.message ?? undefined,
+      distributionMethod:
+        document.documentMeta?.distributionMethod ?? DocumentDistributionMethod.EMAIL,
+      emailSettings: document.documentMeta?.emailSettings ?? ZDocumentEmailSettingsSchema.parse({}),
+      timezone: document.documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+      signingOrder: document.documentMeta?.signingOrder ?? DocumentSigningOrder.PARALLEL,
+      allowDictateNextSigner: document.documentMeta?.allowDictateNextSigner ?? false,
+      language: isValidLanguageCode(document.documentMeta?.language)
+        ? document.documentMeta.language
+        : undefined,
+      signatureTypes: signatureTypes,
+      dateFormat: isValidDateFormat(document.documentMeta?.dateFormat)
+        ? document.documentMeta?.dateFormat
+        : DEFAULT_DOCUMENT_DATE_FORMAT,
+      redirectUrl: document.documentMeta?.redirectUrl ?? undefined,
+    },
+    signers: document.recipients.map((recipient) => ({
+      nativeId: recipient.id,
+      formId: nanoid(8),
+      name: recipient.name,
+      email: recipient.email,
+      role: recipient.role,
+      signingOrder: recipient.signingOrder ?? undefined,
+      disabled: recipient.signingStatus !== SigningStatus.NOT_SIGNED,
+    })),
+  }));
+
+  const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(() => ({
+    fields: document.fields.map((field) => ({
+      nativeId: field.id,
+      formId: nanoid(8),
+      type: field.type,
+      signerEmail:
+        document.recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
+      inserted: field.inserted,
+      recipientId: field.recipientId,
+      pageNumber: field.page,
+      pageX: field.positionX,
+      pageY: field.positionY,
+      pageWidth: field.width,
+      pageHeight: field.height,
+      fieldMeta: field.fieldMeta ?? undefined,
+    })),
+  }));
+
+  const [features, setFeatures] = useState<TBaseEmbedAuthoringSchema['features'] | null>(null);
+  const [externalId, setExternalId] = useState<string | null>(null);
+  const [currentStep, setCurrentStep] = useState(1);
+
+  const { mutateAsync: updateEmbeddingDocument } =
+    trpc.embeddingPresign.updateEmbeddingDocument.useMutation();
+
+  const handleConfigurePageViewSubmit = (data: TConfigureEmbedFormSchema) => {
+    // Store the configuration data and move to the field placement stage
+    setConfiguration(data);
+    setFields((fieldData) => {
+      if (!fieldData) {
+        return fieldData;
+      }
+
+      const signerEmails = data.signers.map((signer) => signer.email);
+
+      return {
+        fields: fieldData.fields.filter((field) => signerEmails.includes(field.signerEmail)),
+      };
+    });
+    setCurrentStep(2);
+  };
+
+  const handleBackToConfig = (data: TConfigureFieldsFormSchema) => {
+    // Return to the configuration view but keep the data
+    setFields(data);
+    setCurrentStep(1);
+  };
+
+  const handleConfigureFieldsSubmit = async (data: TConfigureFieldsFormSchema) => {
+    try {
+      if (!configuration) {
+        toast({
+          variant: 'destructive',
+          title: _(msg`Error`),
+          description: _(msg`Please configure the document first`),
+        });
+
+        return;
+      }
+
+      const fields = data.fields;
+
+      // Use the externalId from the URL fragment if available
+      const documentExternalId = externalId || configuration.meta.externalId;
+
+      const updateResult = await updateEmbeddingDocument({
+        documentId: document.id,
+        title: configuration.title,
+        externalId: documentExternalId,
+        meta: {
+          ...configuration.meta,
+          drawSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.DRAW)
+            : undefined,
+          typedSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.TYPE)
+            : undefined,
+          uploadSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.UPLOAD)
+            : undefined,
+        },
+        recipients: configuration.signers.map((signer) => ({
+          id: signer.nativeId,
+          name: signer.name,
+          email: signer.email,
+          role: signer.role,
+          signingOrder: signer.signingOrder,
+          fields: fields
+            .filter((field) => field.signerEmail === signer.email)
+            // There's a gnarly discriminated union that makes this hard to satisfy, we're casting for the second
+            // eslint-disable-next-line @typescript-eslint/no-explicit-any
+            .map<any>((f) => ({
+              ...f,
+              id: f.nativeId,
+              pageX: f.pageX,
+              pageY: f.pageY,
+              width: f.pageWidth,
+              height: f.pageHeight,
+            })),
+        })),
+      });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Document updated successfully`),
+      });
+
+      // Send a message to the parent window with the document details
+      if (window.parent !== window) {
+        window.parent.postMessage(
+          {
+            type: 'document-updated',
+            documentId: updateResult.documentId,
+            externalId: documentExternalId,
+          },
+          '*',
+        );
+      }
+    } catch (err) {
+      console.error('Error updating document:', err);
+
+      toast({
+        variant: 'destructive',
+        title: _(msg`Error`),
+        description: _(msg`Failed to update document`),
+      });
+    }
+  };
+
+  useLayoutEffect(() => {
+    try {
+      const hash = window.location.hash.slice(1);
+
+      const result = ZBaseEmbedAuthoringSchema.safeParse(
+        JSON.parse(decodeURIComponent(atob(hash))),
+      );
+
+      if (!result.success) {
+        return;
+      }
+
+      setFeatures(result.data.features);
+
+      // Extract externalId from the parsed data if available
+      if (result.data.externalId) {
+        setExternalId(result.data.externalId);
+      }
+    } catch (err) {
+      console.error('Error parsing embedding params:', err);
+    }
+  }, []);
+
+  return (
+    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg p-6">
+      <ConfigureDocumentProvider isTemplate={false} features={features ?? {}}>
+        <Stepper currentStep={currentStep} setCurrentStep={setCurrentStep}>
+          <ConfigureDocumentView
+            defaultValues={configuration ?? undefined}
+            disableUpload={true}
+            onSubmit={handleConfigurePageViewSubmit}
+          />
+
+          <ConfigureFieldsView
+            configData={configuration!}
+            documentData={document.documentData}
+            defaultValues={fields ?? undefined}
+            onBack={handleBackToConfig}
+            onSubmit={handleConfigureFieldsSubmit}
+          />
+        </Stepper>
+      </ConfigureDocumentProvider>
+    </div>
+  );
+}

apps/remix/app/routes/embed+/v1+/authoring+/template.create.tsx

@@ -11,10 +11,8 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
 import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
-import {
-  ConfigureFieldsView,
-  type TConfigureFieldsFormSchema,
-} from '~/components/embed/authoring/configure-fields-view';
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
 import {
   type TBaseEmbedAuthoringSchema,
   ZBaseEmbedAuthoringSchema,
@@ -48,8 +46,6 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
 
   const handleConfigureFieldsSubmit = async (data: TConfigureFieldsFormSchema) => {
     try {
-      console.log('configuration', configuration);
-      console.log('data', data);
       if (!configuration || !configuration.documentData) {
         toast({
           variant: 'destructive',
@@ -117,7 +113,7 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
 
       // Navigate to the completion page instead of the template details page
       await navigate(
-        `/embed/v1/authoring/create-completed?templateId=${createResult.templateId}&externalId=${metaWithExternalId.externalId}#${hash}`,
+        `/embed/v1/authoring/completed/create?templateId=${createResult.templateId}&externalId=${metaWithExternalId.externalId}#${hash}`,
       );
     } catch (err) {
       console.error('Error creating template:', err);

apps/remix/app/routes/embed+/v1+/authoring+/template.edit.$id.tsx

@@ -0,0 +1,314 @@
+import { useLayoutEffect, useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { DocumentDistributionMethod, DocumentSigningOrder, SigningStatus } from '@prisma/client';
+import { redirect, useLoaderData } from 'react-router';
+
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  isValidDateFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DocumentSignatureType } from '@documenso/lib/constants/document';
+import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { nanoid } from '@documenso/lib/universal/id';
+import { trpc } from '@documenso/trpc/react';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
+import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
+import type { TConfigureEmbedFormSchema } from '~/components/embed/authoring/configure-document-view.types';
+import { ConfigureFieldsView } from '~/components/embed/authoring/configure-fields-view';
+import type { TConfigureFieldsFormSchema } from '~/components/embed/authoring/configure-fields-view.types';
+import {
+  type TBaseEmbedAuthoringSchema,
+  ZBaseEmbedAuthoringSchema,
+} from '~/types/embed-authoring-base-schema';
+
+import type { Route } from './+types/document.edit.$id';
+
+export const loader = async ({ request, params }: Route.LoaderArgs) => {
+  const { id } = params;
+
+  const url = new URL(request.url);
+
+  // We know that the token is present because we're checking it in the parent _layout route
+  const token = url.searchParams.get('token') || '';
+
+  // We also know that the token is valid, but we need the userId + teamId
+  const result = await verifyEmbeddingPresignToken({ token }).catch(() => null);
+
+  if (!result) {
+    throw new Error('Invalid token');
+  }
+
+  const templateId = Number(id);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect(`/embed/v1/authoring/error/not-found?templateId=${templateId}`);
+  }
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: result?.userId,
+    teamId: result?.teamId ?? undefined,
+  }).catch(() => null);
+
+  if (!template) {
+    throw redirect(`/embed/v1/authoring/error/not-found?templateId=${templateId}`);
+  }
+
+  const fields = template.fields.map((field) => ({
+    ...field,
+    positionX: field.positionX.toNumber(),
+    positionY: field.positionY.toNumber(),
+    width: field.width.toNumber(),
+    height: field.height.toNumber(),
+  }));
+
+  return {
+    template: {
+      ...template,
+      fields,
+    },
+  };
+};
+
+export default function EmbeddingAuthoringTemplateEditPage() {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { template } = useLoaderData<typeof loader>();
+
+  const signatureTypes = useMemo(() => {
+    const types: string[] = [];
+
+    if (template.templateMeta?.drawSignatureEnabled) {
+      types.push(DocumentSignatureType.DRAW);
+    }
+
+    if (template.templateMeta?.typedSignatureEnabled) {
+      types.push(DocumentSignatureType.TYPE);
+    }
+
+    if (template.templateMeta?.uploadSignatureEnabled) {
+      types.push(DocumentSignatureType.UPLOAD);
+    }
+
+    return types;
+  }, [template.templateMeta]);
+
+  const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(() => ({
+    title: template.title,
+    documentData: undefined,
+    meta: {
+      subject: template.templateMeta?.subject ?? undefined,
+      message: template.templateMeta?.message ?? undefined,
+      distributionMethod:
+        template.templateMeta?.distributionMethod ?? DocumentDistributionMethod.EMAIL,
+      emailSettings: template.templateMeta?.emailSettings ?? ZDocumentEmailSettingsSchema.parse({}),
+      timezone: template.templateMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+      signingOrder: template.templateMeta?.signingOrder ?? DocumentSigningOrder.PARALLEL,
+      allowDictateNextSigner: template.templateMeta?.allowDictateNextSigner ?? false,
+      language: isValidLanguageCode(template.templateMeta?.language)
+        ? template.templateMeta.language
+        : undefined,
+      signatureTypes: signatureTypes,
+      dateFormat: isValidDateFormat(template.templateMeta?.dateFormat)
+        ? template.templateMeta?.dateFormat
+        : DEFAULT_DOCUMENT_DATE_FORMAT,
+      redirectUrl: template.templateMeta?.redirectUrl ?? undefined,
+    },
+    signers: template.recipients.map((recipient) => ({
+      nativeId: recipient.id,
+      formId: nanoid(8),
+      name: recipient.name,
+      email: recipient.email,
+      role: recipient.role,
+      signingOrder: recipient.signingOrder ?? undefined,
+      disabled: recipient.signingStatus !== SigningStatus.NOT_SIGNED,
+    })),
+  }));
+
+  const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(() => ({
+    fields: template.fields.map((field) => ({
+      nativeId: field.id,
+      formId: nanoid(8),
+      type: field.type,
+      signerEmail:
+        template.recipients.find((recipient) => recipient.id === field.recipientId)?.email ?? '',
+      inserted: field.inserted,
+      recipientId: field.recipientId,
+      pageNumber: field.page,
+      pageX: field.positionX,
+      pageY: field.positionY,
+      pageWidth: field.width,
+      pageHeight: field.height,
+      fieldMeta: field.fieldMeta ?? undefined,
+    })),
+  }));
+
+  const [features, setFeatures] = useState<TBaseEmbedAuthoringSchema['features'] | null>(null);
+  const [externalId, setExternalId] = useState<string | null>(null);
+  const [currentStep, setCurrentStep] = useState(1);
+
+  const { mutateAsync: updateEmbeddingTemplate } =
+    trpc.embeddingPresign.updateEmbeddingTemplate.useMutation();
+
+  const handleConfigurePageViewSubmit = (data: TConfigureEmbedFormSchema) => {
+    // Store the configuration data and move to the field placement stage
+    setConfiguration(data);
+    setFields((fieldData) => {
+      if (!fieldData) {
+        return fieldData;
+      }
+
+      const signerEmails = data.signers.map((signer) => signer.email);
+
+      return {
+        fields: fieldData.fields.filter((field) => signerEmails.includes(field.signerEmail)),
+      };
+    });
+    setCurrentStep(2);
+  };
+
+  const handleBackToConfig = (data: TConfigureFieldsFormSchema) => {
+    // Return to the configuration view but keep the data
+    setFields(data);
+    setCurrentStep(1);
+  };
+
+  const handleConfigureFieldsSubmit = async (data: TConfigureFieldsFormSchema) => {
+    try {
+      if (!configuration) {
+        toast({
+          variant: 'destructive',
+          title: _(msg`Error`),
+          description: _(msg`Please configure the document first`),
+        });
+
+        return;
+      }
+
+      const fields = data.fields;
+
+      // Use the externalId from the URL fragment if available
+      const templateExternalId = externalId || configuration.meta.externalId;
+
+      const updateResult = await updateEmbeddingTemplate({
+        templateId: template.id,
+        title: configuration.title,
+        externalId: templateExternalId,
+        meta: {
+          ...configuration.meta,
+          drawSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.DRAW)
+            : undefined,
+          typedSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.TYPE)
+            : undefined,
+          uploadSignatureEnabled: configuration.meta.signatureTypes
+            ? configuration.meta.signatureTypes.length === 0 ||
+              configuration.meta.signatureTypes.includes(DocumentSignatureType.UPLOAD)
+            : undefined,
+        },
+        recipients: configuration.signers.map((signer) => ({
+          id: signer.nativeId,
+          name: signer.name,
+          email: signer.email,
+          role: signer.role,
+          signingOrder: signer.signingOrder,
+          fields: fields
+            .filter((field) => field.signerEmail === signer.email)
+            // There's a gnarly discriminated union that makes this hard to satisfy, we're casting for the second
+            // eslint-disable-next-line @typescript-eslint/no-explicit-any
+            .map<any>((f) => ({
+              ...f,
+              id: f.nativeId,
+              pageX: f.pageX,
+              pageY: f.pageY,
+              width: f.pageWidth,
+              height: f.pageHeight,
+            })),
+        })),
+      });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Template updated successfully`),
+      });
+
+      // Send a message to the parent window with the template details
+      if (window.parent !== window) {
+        window.parent.postMessage(
+          {
+            type: 'template-updated',
+            templateId: updateResult.templateId,
+            externalId: templateExternalId,
+          },
+          '*',
+        );
+      }
+    } catch (err) {
+      console.error('Error updating template:', err);
+
+      toast({
+        variant: 'destructive',
+        title: _(msg`Error`),
+        description: _(msg`Failed to update template`),
+      });
+    }
+  };
+
+  useLayoutEffect(() => {
+    try {
+      const hash = window.location.hash.slice(1);
+
+      const result = ZBaseEmbedAuthoringSchema.safeParse(
+        JSON.parse(decodeURIComponent(atob(hash))),
+      );
+
+      if (!result.success) {
+        return;
+      }
+
+      setFeatures(result.data.features);
+
+      // Extract externalId from the parsed data if available
+      if (result.data.externalId) {
+        setExternalId(result.data.externalId);
+      }
+    } catch (err) {
+      console.error('Error parsing embedding params:', err);
+    }
+  }, []);
+
+  return (
+    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg p-6">
+      <ConfigureDocumentProvider isTemplate={false} features={features ?? {}}>
+        <Stepper currentStep={currentStep} setCurrentStep={setCurrentStep}>
+          <ConfigureDocumentView
+            defaultValues={configuration ?? undefined}
+            disableUpload={true}
+            onSubmit={handleConfigurePageViewSubmit}
+          />
+
+          <ConfigureFieldsView
+            configData={configuration!}
+            documentData={template.templateDocumentData}
+            defaultValues={fields ?? undefined}
+            onBack={handleBackToConfig}
+            onSubmit={handleConfigureFieldsSubmit}
+          />
+        </Stepper>
+      </ConfigureDocumentProvider>
+    </div>
+  );
+}

apps/remix/app/routes/embed+/v1.authoring+/_layout.tsx

@@ -1,66 +0,0 @@
-import { useLayoutEffect, useState } from 'react';
-
-import { Outlet } from 'react-router';
-
-import { TrpcProvider, trpc } from '@documenso/trpc/react';
-
-import { EmbedClientLoading } from '~/components/embed/embed-client-loading';
-import { ZBaseEmbedAuthoringSchema } from '~/types/embed-authoring-base-schema';
-import { injectCss } from '~/utils/css-vars';
-
-export default function AuthoringLayout() {
-  const [token, setToken] = useState('');
-
-  const {
-    mutateAsync: verifyEmbeddingPresignToken,
-    isPending: isVerifyingEmbeddingPresignToken,
-    data: isVerified,
-  } = trpc.embeddingPresign.verifyEmbeddingPresignToken.useMutation();
-
-  useLayoutEffect(() => {
-    try {
-      const hash = window.location.hash.slice(1);
-
-      const result = ZBaseEmbedAuthoringSchema.safeParse(
-        JSON.parse(decodeURIComponent(atob(hash))),
-      );
-
-      if (!result.success) {
-        return;
-      }
-
-      const { token, css, cssVars, darkModeDisabled } = result.data;
-
-      if (darkModeDisabled) {
-        document.documentElement.classList.add('dark-mode-disabled');
-      }
-
-      injectCss({
-        css,
-        cssVars,
-      });
-
-      void verifyEmbeddingPresignToken({ token }).then((result) => {
-        if (result.success) {
-          setToken(token);
-        }
-      });
-    } catch (err) {
-      console.error('Error verifying embedding presign token:', err);
-    }
-  }, []);
-
-  if (isVerifyingEmbeddingPresignToken) {
-    return <EmbedClientLoading />;
-  }
-
-  if (typeof isVerified !== 'undefined' && !isVerified.success) {
-    return <div>Invalid embedding presign token</div>;
-  }
-
-  return (
-    <TrpcProvider headers={{ authorization: `Bearer ${token}` }}>
-      <Outlet />
-    </TrpcProvider>
-  );
-}

apps/remix/package.json

@@ -100,5 +100,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "1.10.0-rc.5"
+  "version": "1.10.2"
 }

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.10.0-rc.5",
+  "version": "1.10.2",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.10.0-rc.5",
+      "version": "1.10.2",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -95,7 +95,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "1.10.0-rc.5",
+      "version": "1.10.2",
       "dependencies": {
         "@documenso/api": "*",
         "@documenso/assets": "*",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.10.0-rc.5",
+  "version": "1.10.2",
   "scripts": {
     "build": "turbo run build",
     "dev": "turbo run dev --filter=@documenso/remix",

packages/app-tests/e2e/api/v2/embedding-presign.spec.ts

@@ -78,7 +78,7 @@ test.describe('Embedding Presign API', () => {
     expect(responseData.expiresIn).toBe(7200); // 2 hours in seconds
   });
 
-  test('createEmbeddingPresignToken: should create a token with immediate expiration in dev mode', async ({
+  test.skip('createEmbeddingPresignToken: should create a token with immediate expiration in dev mode', async ({
     request,
   }) => {
     const user = await seedUser();