docs(api): address rate limit review findings

- document the real 429 bodies: v1 returns { message }, v2 returns the structured error object
- exclude CORS preflight responses from the header guarantee
- describe monthly quotas as organisation-wide api/document/email counters, not envelope-only
- retry example: honor Retry-After exactly; cap only the exponential fallback delay

.agents/plans/wild-indigo-wave-rejected-expired-recipient-filters.md

@@ -0,0 +1,146 @@
+---
+date: 2026-05-28
+title: Rejected Expired Recipient Filters
+---
+
+## Context
+
+Customers need to find (a) envelopes/documents in the `REJECTED` state and (b) envelopes
+with at least one recipient whose signing link has **expired**. Today the UI only exposes
+`INBOX / PENDING / COMPLETED / DRAFT / ALL` tabs, and the public API has no way to filter by
+expired recipient links — forcing a fetch-all-`PENDING`-then-inspect-each-recipient workaround.
+
+Two key facts from exploration shaped this plan:
+
+- **`REJECTED` is already fully wired in the backend** — the where-clause (`find-documents.ts`),
+  stats counts (`get-stats.ts`), tRPC response schema, `ExtendedDocumentStatus` enum, and the
+  `FRIENDLY_STATUS_MAP` display all handle it. It is simply absent from the UI tab array.
+- **Renewing expired links already works.** `resendDocument` refreshes `expiresAt` and clears
+  `expirationNotifiedAt` for unsigned, non-CC recipients (`resend-document.ts:98-121`), exposed
+  publicly via `POST /api/v2/document/redistribute` and `/api/v2/envelope/redistribute` and via the
+  resend/redistribute UI dialogs. No new renew mechanism is needed — only documentation/wording.
+
+Expiration is a per-recipient condition (not an envelope status). The approved design models it
+in the UI as an `EXPIRED` **pseudo-status tab** (reusing the existing tab machinery, mirroring how
+`REJECTED` works) and in the public API as an orthogonal boolean `hasExpiredRecipients`. Both share
+one EXISTS predicate.
+
+Definition of "expired recipient" (matches `isRecipientExpired`, `packages/lib/utils/recipients.ts:118`):
+a `Recipient` with `expiresAt IS NOT NULL AND expiresAt <= now() AND signingStatus = NOT_SIGNED AND role != CC`.
+
+## Approach
+
+### A. Shared EXISTS predicate (reused 4x, justified)
+Add a local `hasExpiredRecipient(eb)` helper — modeled on the existing per-file `recipientExists` /
+`senderEmailIs` helpers — to `find-documents.ts`, `get-stats.ts`, and `find-envelopes.ts`. It is the
+single source of truth for the expired condition above (using `new Date()` for `now`, matching the
+`period` filter's `.toJSDate()` style).
+
+### B. REJECTED tab (UI only — backend already done)
+- `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx`: add
+  `ExtendedDocumentStatus.REJECTED` to the tab array (lines 149-155). Count badge, highlight, and
+  `?status=REJECTED` filtering already work via existing machinery.
+
+### C. EXPIRED pseudo-status (UI + internal stats)
+1. `packages/prisma/types/extended-document-status.ts`: add `EXPIRED: 'EXPIRED'`. Internal-only —
+   the public `DocumentStatus` enum is unaffected. This intentionally surfaces TS errors at the three
+   exhaustive/`Record<ExtendedDocumentStatus>` sites below, forcing them to be handled.
+2. `packages/lib/server-only/document/find-documents.ts`:
+   - Add `.with(ExtendedDocumentStatus.EXPIRED, ...)` to **both** `applyPersonalFilters` and
+     `applyTeamFilters`, mirroring the `COMPLETED` branch's access control (deleted + visibility +
+     owner/recipient access) with `hasExpiredRecipient(eb)` AND-ed in. Do **not** constrain
+     `Envelope.status` — the EXISTS already restricts to unsigned recipients.
+3. `packages/lib/server-only/document/get-stats.ts`:
+   - Add an `expiredQuery` mirroring `pendingQuery`'s access control + `hasExpiredRecipient(eb)`.
+   - Add it to the `Promise.all`, add `[ExtendedDocumentStatus.EXPIRED]: expired` to the `stats`
+     record. **Do not** add `expired` to the `all` sum (it overlaps `PENDING`).
+4. `packages/trpc/server/document-router/find-documents-internal.types.ts`: add
+   `[ExtendedDocumentStatus.EXPIRED]: z.number()` to the `stats` response object. (`status` already
+   accepts the extended enum via `z.nativeEnum(ExtendedDocumentStatus)`.)
+5. `apps/remix/app/components/general/document/document-status.tsx`: add an `EXPIRED` entry to
+   `FRIENDLY_STATUS_MAP` — `label: msg` Expired, an icon (e.g. lucide `TimerOff`, matching the
+   `/sign/$token/expired` page), and a distinct color (e.g. `text-orange-500`) to differentiate from
+   `REJECTED` (red).
+6. `documents._index.tsx`: add `[ExtendedDocumentStatus.EXPIRED]: 0` to the `stats` `useState`
+   initializer and `ExtendedDocumentStatus.EXPIRED` to the tab array. Final order:
+   `INBOX, PENDING, COMPLETED, DRAFT, REJECTED, EXPIRED, ALL`.
+7. (Optional, recommended) `apps/remix/app/components/tables/documents-table-empty-state.tsx`: add
+   tailored `EXPIRED` and `REJECTED` empty-state copy (currently both fall through to `.otherwise()`).
+
+### D. Public API boolean `hasExpiredRecipients` (document + envelope, v2)
+1. `packages/lib/server-only/document/find-documents.ts`: add `hasExpiredRecipients?: boolean` to
+   `FindDocumentsOptions`; when true, apply `.where((eb) => hasExpiredRecipient(eb))` inside
+   `buildBaseQuery` (orthogonal/additive to any `status`).
+2. `packages/trpc/server/document-router/find-documents.types.ts`: add a query-safe boolean
+   `hasExpiredRecipients` to `ZFindDocumentsRequestSchema` with a `.describe(...)`. Mirror the
+   existing boolean-query-param handling in `find-document-audit-logs.types.ts`
+   (`filterForRecentActivity`) — avoid raw `z.coerce.boolean()` (the "false" -> true footgun); use a
+   string transform if needed. Pass it through in `find-documents.ts` (public handler).
+3. `packages/lib/server-only/envelope/find-envelopes.ts`: add `hasExpiredRecipients?: boolean` to
+   `FindEnvelopesOptions` + the `hasExpiredRecipient(eb)` helper + the additive `.where`.
+4. `packages/trpc/server/envelope-router/find-envelopes.types.ts`: add the same param to
+   `ZFindEnvelopesRequestSchema`; pass it through in the envelope-router find handler.
+   The param auto-appears in the generated `/api/v2/openapi.json`.
+
+Note: REST v1 `GET /api/v1/documents` is deprecated and lacks status filtering — left unchanged.
+`REJECTED` is already a valid public `status` value (`DocumentStatus.REJECTED`), so no API change is
+needed for rejected filtering.
+
+### E. Renew expired links — documentation only
+No functional change. Document that resending renews expired links:
+- Update the `.description` in `packages/trpc/server/document-router/redistribute-document.types.ts`
+  and `packages/trpc/server/envelope-router/redistribute-envelope.types.ts` to state that
+  redistributing refreshes the signing-link expiration for unsigned recipients.
+- Optionally adjust resend/redistribute dialog copy
+  (`apps/remix/app/components/dialogs/document-resend-dialog.tsx`,
+  `envelope-redistribute-dialog.tsx`) to mention it renews expired links.
+
+## Files To Modify (summary)
+
+| Area | File |
+|------|------|
+| Enum | `packages/prisma/types/extended-document-status.ts` |
+| Where-clause + API option | `packages/lib/server-only/document/find-documents.ts` |
+| Stats counts | `packages/lib/server-only/document/get-stats.ts` |
+| Envelope find (API) | `packages/lib/server-only/envelope/find-envelopes.ts` |
+| Internal tRPC stats schema | `packages/trpc/server/document-router/find-documents-internal.types.ts` |
+| Public doc API schema + handler | `packages/trpc/server/document-router/find-documents.types.ts`, `find-documents.ts` |
+| Public envelope API schema + handler | `packages/trpc/server/envelope-router/find-envelopes.types.ts`, `find-envelopes.ts` |
+| Status display | `apps/remix/app/components/general/document/document-status.tsx` |
+| Tabs + stats init | `apps/remix/app/routes/_authenticated+/t.$teamUrl+/documents._index.tsx` |
+| Empty state (optional) | `apps/remix/app/components/tables/documents-table-empty-state.tsx` |
+| Renew docs | `redistribute-document.types.ts`, `redistribute-envelope.types.ts` (+ resend dialogs, optional) |
+
+## Reused Utilities / Patterns
+- `recipientExists` / `senderEmailIs` (per-file Kysely EXISTS helpers) — the template for the new
+  `hasExpiredRecipient` helper.
+- `REJECTED` branches in `find-documents.ts` (lines 279, 416) and `rejectedQuery` in `get-stats.ts`
+  (line 227) — the template for the `EXPIRED` branches / `expiredQuery`.
+- `isRecipientExpired` (`packages/lib/utils/recipients.ts:118`) — defines the `expiresAt <= now`
+  semantics to match.
+- Existing tab machinery in `documents._index.tsx` (`getTabHref`, count badge, personal-org `.filter`)
+  — works unchanged for the new tabs.
+- `resendDocument` / `trpc.document.redistribute` / `trpc.envelope.redistribute` — existing renew path.
+
+## Verification
+1. **Typecheck** (the enum change forces all exhaustive/Record sites): `npm run typecheck -w @documenso/remix`.
+2. **Seed + UI** (dev server already running): seed a team via `seedTeam`, send a document, then:
+   - Reject one as a recipient -> it appears under the new **Rejected** tab with a count.
+   - Force expiry (set a recipient `expiresAt` in the past, e.g. via Prisma Studio or a short
+     `envelopeExpirationPeriod`) -> the doc appears under the new **Expired** tab with a count, and the
+     count excludes signed/CC recipients.
+3. **Public API**: `GET /api/v2/document?hasExpiredRecipients=true` and
+   `GET /api/v2/envelope?hasExpiredRecipients=true` (Bearer API token) return only envelopes with >=1
+   expired unsigned recipient; confirm `GET /api/v2/document?status=REJECTED` works. Verify the param
+   appears in `/api/v2/openapi.json`.
+4. **Renew**: on an expired doc, run resend/redistribute (UI dialog or
+   `POST /api/v2/document/redistribute`) -> recipient `expiresAt` is refreshed, the doc leaves the
+   Expired tab, and the signing link no longer redirects to `/sign/$token/expired`.
+5. **E2E** (optional): extend `packages/app-tests/e2e/envelopes/envelope-expiration-send.spec.ts`
+   with an Expired-tab assertion.
+6. Do **not** modify/commit `packages/lib/translations/*.po`; run `npm run translate` only if needed
+   for new `msg`/`Trans` strings, and keep generated `.po` files out of the branch.
+
+## Open Questions
+- Exact icon/color for the `EXPIRED` tab (proposed: `TimerOff`, `text-orange-500`).
+- Whether to add the optional tailored empty-state copy now or defer.

.npmrc

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

ARCHITECTURE.md

@@ -42,8 +42,8 @@ Documenso is an open-source document signing platform built as a **monorepo** us
 | Package                    | Description                                              | Port |
 | -------------------------- | -------------------------------------------------------- | ---- |
 | `@documenso/remix`         | Main application - React Router (Remix) with Hono server | 3000 |
-| `@documenso/documentation` | Documentation site (Next.js + Nextra)                    | 3002 |
 | `@documenso/openpage-api`  | Public analytics API                                     | 3003 |
+| `@documenso/docs`          | Documentation site                                       | 3004 |
 
 ### Core Packages (`packages/`)
 

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

@@ -6,6 +6,8 @@ description: Create, manage, and send documents for signing via the API.
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 <Callout type="warn">
   This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
   see the [OpenAPI Reference](https://openapi.documenso.com).

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

@@ -5,6 +5,8 @@ description: Complete reference for the Documenso REST API.
 
 import { Callout } from 'fumadocs-ui/components/callout';
 
+<EnvelopeWarning />
+
 <Callout type="warn">
   The guides below cover common API patterns but may not reflect the latest endpoints or parameters.
   For an always up-to-date reference, see the [OpenAPI Reference](https://openapi.documenso.com).

apps/docs/content/docs/developers/api/meta.json

@@ -8,6 +8,7 @@
     "teams",
     "rate-limits",
     "versioning",
+    "migrate-to-envelopes",
     "developer-mode",
     "common-errors"
   ]

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

@@ -0,0 +1,249 @@
+---
+title: Migrating to Envelopes
+description: Why Documenso unified documents and templates into envelopes, and how to migrate from the deprecated document and template create endpoints.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Step, Steps } from 'fumadocs-ui/components/steps';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+## Summary
+
+The following items have been deprecated and will be removed on the <strong>1st of March 2027</strong>:
+
+- <strong>API V1</strong>
+- <strong>A subset of SDK/API V2 endpoints</strong>
+- <strong>Legacy documents and templates</strong>
+- <strong>EmbedCreateDocumentV1</strong>
+- <strong>EmbedCreateTemplateV1</strong>
+- <strong>EmbedUpdateDocumentV1</strong>
+- <strong>EmbedUpdateTemplateV1</strong>
+
+The beta endpoint `/api/v2-beta` will also be removed. Use `/api/v2` instead, which is a drop-in replacement.
+
+Nothing breaks before 1st of March 2027, so you can migrate at your own pace.
+
+## What are legacy documents and templates
+
+These are documents and templates created by the following endpoints:
+
+- `POST /api/v2/document/create`
+- `POST /api/v2/document/create/beta`
+- `POST /api/v2/template/create`
+- `POST /api/v2/template/create/beta`
+- `POST /api/v1/documents`
+- `POST /api/v1/templates`
+- `POST /api/v1/templates/create-document`
+- `POST /api/v1/templates/generate-document`
+
+## What replaces legacy documents and templates
+
+At the end of 2025 we introduced a unified system for documents and templates, called <strong>envelopes</strong>.
+
+We still reference documents and templates throughout the documentation and application to distinguish them, but internally they are envelopes.
+
+Moving to the envelope system gives you:
+
+- **Multiple PDFs in one envelope.** Send several documents to sign in a single request.
+- **One API for documents and templates.** Learn one set of endpoints instead of two misaligned ones.
+- **A better editor and signing experience** for you and your recipients.
+
+## How to migrate
+
+{/* prettier-ignore */}
+<Steps>
+  <Step>
+    ### Switch to the envelope endpoints
+
+    Replace each deprecated endpoint with its `/api/v2/envelope/*` equivalent from the [mapping tables](#endpoint-mapping-reference) below.
+  </Step>
+  <Step>
+    ### Set the envelope `type` on create
+
+    A single endpoint, `POST /api/v2/envelope/create`, can create both documents and templates. Set `type` to `DOCUMENT` or `TEMPLATE`. You can now upload more than one PDF using the `files` field.
+  </Step>
+  <Step>
+    ### Update how you store IDs
+
+    Envelope IDs are **strings** (for example `envelope_abc123`), not numbers. Update any code that stores, parses, or compares IDs.
+  </Step>
+  <Step>
+    ### Test, then remove the old calls
+
+    Verify the new flow against your account, then delete the deprecated calls.
+  </Step>
+</Steps>
+
+The main data differences are as follows:
+- ID format changed from number to string (e.g. `42` to `envelope_abc123`)
+- pageNumber becomes page
+- pageX becomes positionX
+- pageY becomes positionY
+
+See the [Documents API](/docs/developers/api/documents) and [Templates API](/docs/developers/api/templates) for the full envelope reference.
+
+### Deprecated V1 API Endpoints
+
+Full reference in the [V1 OpenAPI reference](https://openapi-v1.documenso.com).
+
+| Deprecated endpoint                                      | Replacement                                           |
+| -------------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v1/documents`                                  | `GET /api/v2/envelope`                                |
+| `GET /api/v1/documents/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/documents`                                 | `POST /api/v2/envelope/create`                        |
+| `POST /api/v1/documents/{id}/send`                       | `POST /api/v2/envelope/distribute`                    |
+| `POST /api/v1/documents/{id}/resend`                     | `POST /api/v2/envelope/redistribute`                  |
+| `DELETE /api/v1/documents/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `GET /api/v1/documents/{id}/download`                    | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+| `POST /api/v1/documents/{id}/recipients`                 | `POST /api/v2/envelope/recipient/create-many`         |
+| `PATCH /api/v1/documents/{id}/recipients/{recipientId}`  | `POST /api/v2/envelope/recipient/update-many`         |
+| `DELETE /api/v1/documents/{id}/recipients/{recipientId}` | `POST /api/v2/envelope/recipient/delete`              |
+| `POST /api/v1/documents/{id}/fields`                     | `POST /api/v2/envelope/field/create-many`             |
+| `PATCH /api/v1/documents/{id}/fields/{fieldId}`          | `POST /api/v2/envelope/field/update-many`             |
+| `DELETE /api/v1/documents/{id}/fields/{fieldId}`         | `POST /api/v2/envelope/field/delete`                  |
+| `GET /api/v1/templates`                                  | `GET /api/v2/envelope` (with `type=TEMPLATE`)         |
+| `GET /api/v1/templates/{id}`                             | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v1/templates`                                 | `POST /api/v2/envelope/create` (`type=TEMPLATE`)      |
+| `DELETE /api/v1/templates/{id}`                          | `POST /api/v2/envelope/delete`                        |
+| `POST /api/v1/templates/{templateId}/create-document`    | `POST /api/v2/envelope/use`                           |
+| `POST /api/v1/templates/{templateId}/generate-document`  | `POST /api/v2/envelope/use`                           |
+
+### Deprecated V2 API Endpoints
+
+Full reference in the [V2 OpenAPI reference](https://openapi.documenso.com).
+
+#### Documents
+
+| Deprecated endpoint                               | Replacement                                           |
+| ------------------------------------------------- | ----------------------------------------------------- |
+| `GET /api/v2/document`                            | `GET /api/v2/envelope`                                |
+| `GET /api/v2/document/{documentId}`               | `GET /api/v2/envelope/{envelopeId}`                   |
+| `POST /api/v2/document/get-many`                  | `POST /api/v2/envelope/get-many`                      |
+| `POST /api/v2/document/create`                    | `POST /api/v2/envelope/create`                        |
+| `POST /api/v2/document/create/beta`               | `POST /api/v2/envelope/create`                        |
+| `POST /api/v2/document/update`                    | `POST /api/v2/envelope/update`                        |
+| `POST /api/v2/document/delete`                    | `POST /api/v2/envelope/delete`                        |
+| `POST /api/v2/document/duplicate`                 | `POST /api/v2/envelope/duplicate`                     |
+| `POST /api/v2/document/distribute`                | `POST /api/v2/envelope/distribute`                    |
+| `POST /api/v2/document/redistribute`              | `POST /api/v2/envelope/redistribute`                  |
+| `GET /api/v2/document/attachment`                 | `GET /api/v2/envelope/attachment`                     |
+| `POST /api/v2/document/attachment/create`         | `POST /api/v2/envelope/attachment/create`             |
+| `POST /api/v2/document/attachment/update`         | `POST /api/v2/envelope/attachment/update`             |
+| `POST /api/v2/document/attachment/delete`         | `POST /api/v2/envelope/attachment/delete`             |
+| `GET /api/v2/document/{documentId}/download`      | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+| `GET /api/v2/document/{documentId}/download-beta` | `GET /api/v2/envelope/item/{envelopeItemId}/download` |
+
+#### Templates
+
+| Deprecated endpoint                   | Replacement                                      |
+| ------------------------------------- | ------------------------------------------------ |
+| `GET /api/v2/template`                | `GET /api/v2/envelope` (with `type=TEMPLATE`)    |
+| `GET /api/v2/template/{templateId}`   | `GET /api/v2/envelope/{envelopeId}`              |
+| `POST /api/v2/template/get-many`      | `POST /api/v2/envelope/get-many`                 |
+| `POST /api/v2/template/create`        | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
+| `POST /api/v2/template/create/beta`   | `POST /api/v2/envelope/create` (`type=TEMPLATE`) |
+| `POST /api/v2/template/update`        | `POST /api/v2/envelope/update`                   |
+| `POST /api/v2/template/duplicate`     | `POST /api/v2/envelope/duplicate`                |
+| `POST /api/v2/template/delete`        | `POST /api/v2/envelope/delete`                   |
+| `POST /api/v2/template/use`           | `POST /api/v2/envelope/use`                      |
+| `POST /api/v2/template/direct/create` | **Pending replacement**                               |
+| `POST /api/v2/template/direct/delete` | **Pending replacement**                               |
+| `POST /api/v2/template/direct/toggle` | **Pending replacement**                               |
+
+#### Document fields
+
+| Deprecated endpoint                       | Replacement                               |
+| ----------------------------------------- | ----------------------------------------- |
+| `GET /api/v2/document/field/{fieldId}`    | `GET /api/v2/envelope/field/{fieldId}`    |
+| `POST /api/v2/document/field/create`      | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/document/field/create-many` | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/document/field/update`      | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/document/field/update-many` | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/document/field/delete`      | `POST /api/v2/envelope/field/delete`      |
+
+#### Template fields
+
+| Deprecated endpoint                       | Replacement                               |
+| ----------------------------------------- | ----------------------------------------- |
+| `GET /api/v2/template/field/{fieldId}`    | `GET /api/v2/envelope/field/{fieldId}`    |
+| `POST /api/v2/template/field/create`      | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/template/field/create-many` | `POST /api/v2/envelope/field/create-many` |
+| `POST /api/v2/template/field/update`      | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/template/field/update-many` | `POST /api/v2/envelope/field/update-many` |
+| `POST /api/v2/template/field/delete`      | `POST /api/v2/envelope/field/delete`      |
+
+#### Document recipients
+
+| Deprecated endpoint                            | Replacement                                    |
+| ---------------------------------------------- | ---------------------------------------------- |
+| `GET /api/v2/document/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
+| `POST /api/v2/document/recipient/create`       | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/document/recipient/create-many`  | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/document/recipient/update`       | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/document/recipient/update-many`  | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/document/recipient/delete`       | `POST /api/v2/envelope/recipient/delete`       |
+
+#### Template recipients
+
+| Deprecated endpoint                            | Replacement                                    |
+| ---------------------------------------------- | ---------------------------------------------- |
+| `GET /api/v2/template/recipient/{recipientId}` | `GET /api/v2/envelope/recipient/{recipientId}` |
+| `POST /api/v2/template/recipient/create`       | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/template/recipient/create-many`  | `POST /api/v2/envelope/recipient/create-many`  |
+| `POST /api/v2/template/recipient/update`       | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/template/recipient/update-many`  | `POST /api/v2/envelope/recipient/update-many`  |
+| `POST /api/v2/template/recipient/delete`       | `POST /api/v2/envelope/recipient/delete`       |
+
+### Embedding components
+
+| Deprecated component    | Replacement           |
+| ----------------------- | --------------------- |
+| `EmbedCreateDocumentV1` | `EmbedCreateEnvelope` |
+| `EmbedCreateTemplateV1` | `EmbedCreateEnvelope` |
+| `EmbedUpdateDocumentV1` | `EmbedUpdateEnvelope` |
+| `EmbedUpdateTemplateV1` | `EmbedUpdateEnvelope` |
+
+See the [embedding guide](/docs/developers/embedding) for the envelope components.
+
+## FAQ
+
+<Accordions>
+  <Accordion title="What happens on 1 March 2027?">
+    The deprecated V1 API, the V2 endpoints listed above, and the V1 embedding components are removed.
+    Requests to them will fail, so migrate to the envelope API before that date.
+  </Accordion>
+  <Accordion title="Will my existing documents and templates keep working?">
+    Yes. Documents and templates you already created remain in your account and continue to work. They will automatically be converted to envelopes. Only
+    the deprecated endpoints you call are going away. Your data is not deleted.
+  </Accordion>
+  <Accordion title="Do I need a new API token?">
+    No. Authentication is unchanged. The same API token works for the envelope endpoints under
+    `https://app.documenso.com/api/v2`.
+  </Accordion>
+  <Accordion title="What is the difference between a document and a template now?">
+    Both are envelopes, distinguished by a `type` field of `DOCUMENT` or `TEMPLATE`. They share the same
+    endpoints, recipients, fields, and attachments.
+  </Accordion>
+  <Accordion title="I use an official SDK, what should I do?">
+    The function calls to the legacy endpoints will break on the 1st of March 2027. Update to the latest SDK version and switch to its envelope methods.
+    The deprecated document and template methods map to the envelope endpoints in the tables above.
+  </Accordion>
+  <Accordion title="I need more time or help migrating">
+    Reach out to [support@documenso.com](mailto:support@documenso.com) with your use case and we will
+    help you plan the migration.
+  </Accordion>
+</Accordions>
+
+## Getting help
+
+- [V2 OpenAPI reference](https://openapi.documenso.com): the up-to-date envelope API.
+- [V1 OpenAPI reference](https://openapi-v1.documenso.com): the deprecated V1 API.
+- [support@documenso.com](mailto:support@documenso.com): migration questions and extensions.
+
+## See also
+
+- [Documents API](/docs/developers/api/documents): create and manage envelopes
+- [Templates API](/docs/developers/api/templates): work with templates and direct links
+- [Fields API](/docs/developers/api/fields) and [Recipients API](/docs/developers/api/recipients)
+- [API Versioning](/docs/developers/api/versioning): how Documenso versions the public API

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

@@ -11,10 +11,21 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 
 ## HTTP Rate Limits
 
-**Limit:** 100 requests per minute per IP address  
+The rate limit applies to:
+
+- `/api/v1/*`
+- `/api/v2/*`
+- `/api/v2-beta/*`
+
+**Limit:** 1000 requests per minute per IP address  
 **Response:** 429 Too Many Requests
 
-### Rate Limit Response
+<Callout type="info">
+  This is the global per-IP ceiling. Your organisation may have its own rate limits configured below
+  this value, in which case you can be rate-limited before reaching the global limit.
+</Callout>
+
+### Global per-IP 429 Response
 
 ```json
 {
@@ -22,10 +33,22 @@ Documenso enforces rate limits on all API endpoints to ensure service stability.
 }
 ```
 
-<Callout type="warn">
+### Rate Limit Headers
-  No rate limit headers are currently provided. When you receive a 429 response, wait at least 60
+
-  seconds before retrying.
+Responses from `/api/v1/*`, `/api/v2/*`, and `/api/v2-beta/*` include these headers. The only
-</Callout>
+exception is CORS preflight (`OPTIONS`) requests, which are answered before the rate limiter runs
+and carry no rate limit headers:
+
+| Header                  | Description                                                            |
+| ----------------------- | ---------------------------------------------------------------------- |
+| `X-RateLimit-Limit`     | Maximum requests allowed in the current global window                  |
+| `X-RateLimit-Remaining` | Requests remaining in the current global window                        |
+| `X-RateLimit-Reset`     | End of the current global window, as a Unix epoch timestamp in seconds |
+
+A 429 response from a windowed limiter also includes `Retry-After`, in seconds, with a minimum
+value of `1`. The global API limit uses fixed, epoch-aligned one-minute buckets, so the actual wait
+until the next window is between 1 and 60 seconds. Honor `Retry-After` exactly instead of sleeping
+for a fixed 60 seconds. See the [Retry-After handling example](/docs/developers/examples/common-workflows#error-handling-patterns).
 
 ## Resource Limits
 
@@ -39,24 +62,55 @@ Beyond HTTP rate limits, your account has usage limits based on your subscriptio
 | Total Recipients | 10   | Unlimited | Unlimited   | Unlimited  |
 | Direct Templates | 3    | Unlimited | Unlimited   | Unlimited  |
 
-### Error Response
+### Organisation Limit 429 Responses
 
-When you exceed a resource limit:
+Organisation windowed limits and organisation monthly quotas produce 429 responses whose body
+shape depends on the API version, and neither matches the global per-IP limiter's
+`{ "error": "..." }` body.
+
+On `/api/v1/*`, the body contains only a message:
 
 ```json
 {
-  "error": "You have reached your document limit for this month. Please upgrade your plan.",
+  "message": "Too many requests, please try again later. Contact support if you require higher limits."
-  "code": "LIMIT_EXCEEDED",
-  "statusCode": 400
 }
 ```
 
+On `/api/v2/*` and `/api/v2-beta/*`, the body is a structured error object:
+
+```json
+{
+  "message": "Too many requests, please try again later. Contact support if you require higher limits.",
+  "code": "TOO_MANY_REQUESTS",
+  "data": {
+    "code": "TOO_MANY_REQUESTS",
+    "httpStatus": 429,
+    "appError": {
+      "code": "TOO_MANY_REQUESTS",
+      "message": "Too many requests, please try again later. Contact support if you require higher limits."
+    }
+  }
+}
+```
+
+Organisation windowed limit responses include the `X-RateLimit-*` headers and `Retry-After` for
+their own window. Monthly quota responses carry no quota-specific rate limit headers or
+`Retry-After` because the quota is not a time window; rely on the status code and message instead.
+
 ## Error Codes
 
-| Code                | Status | Description                   |
+| Code                | Status | Description                                                        |
-| ------------------- | ------ | ----------------------------- |
+| ------------------- | ------ | ------------------------------------------------------------------ |
-| `TOO_MANY_REQUESTS` | 429    | HTTP rate limit exceeded      |
+| `TOO_MANY_REQUESTS` | 429    | Global per-IP, organisation windowed, or monthly quota exceeded    |
-| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded |
+| `LIMIT_EXCEEDED`    | 400    | Resource usage limit exceeded                                      |
+
+There are three sources of `TOO_MANY_REQUESTS` responses:
+
+1. The global per-IP limit, returning the `{ "error": "..." }` body shown above.
+2. Organisation windowed rate limits for the `api`, `document`, and `email` counters.
+3. Organisation monthly quotas for the same three counters. Every authenticated API request
+   consumes the `api` counter, so any endpoint can return this 429 once the monthly API quota is
+   exhausted — not just envelope-related ones.
 
 ---
 
@@ -65,3 +119,4 @@ When you exceed a resource limit:
 - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
 - [API Versioning](/docs/developers/api/versioning) - API version management
 - [First API Call](/docs/developers/getting-started/first-api-call) - Getting started with the API
+- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Admins: set per-organisation resource quotas and rate limits (the HTTP rate limit above is separate and not admin-settable)

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

@@ -6,6 +6,8 @@ description: Create documents from reusable templates via API.
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 <Callout type="warn">
   This guide may not reflect the latest endpoints or parameters. For an always up-to-date reference,
   see the [OpenAPI Reference](https://openapi.documenso.com).

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

@@ -5,6 +5,8 @@ description: Versioning information for the Documenso public API.
 
 import { Callout } from 'fumadocs-ui/components/callout';
 
+<EnvelopeWarning />
+
 ## Overview
 
 Documenso uses API versioning to manage changes to the public API. This allows us to introduce new features, fix bugs, and make other changes without breaking existing integrations.
@@ -19,7 +21,16 @@ Also, we may deprecate certain features or endpoints in the API. When we depreca
 
 ---
 
+## Documents, Templates, and Envelopes
+
+Documenso has unified documents and templates into a single resource called an **envelope**. New integrations should create documents and templates through the `/envelope/*` endpoints. The `POST /document/create` and `POST /template/create` endpoints (including their `/beta` variants) are deprecated in favor of `POST /envelope/create`.
+
+See [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) for the rationale and step-by-step migration examples.
+
+---
+
 ## See Also
 
+- [Migrating to the Envelope API](/docs/developers/api/migrate-to-envelopes) - Move from the document and template create endpoints
 - [Authentication](/docs/developers/getting-started/authentication) - API authentication guide
 - [Rate Limits](/docs/developers/api/rate-limits) - API rate limit details

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

@@ -8,6 +8,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 ## Workflow 1: Send a Document for Signature
 
 The most common workflow: upload a PDF, add recipients with signature fields, and send for signing.
@@ -472,7 +474,7 @@ Send the same document to multiple recipients in parallel. Useful for policy ack
     <code>distributeDocument: true</code>
   </Step>
   <Step>
-    Process in batches with a short delay to respect rate limits (e.g. 100 requests/minute)
+    Process in batches with a short delay to respect rate limits (e.g. 1000 requests/minute)
   </Step>
 </Steps>
 
@@ -638,8 +640,8 @@ done
 </Tabs>
 
 <Callout type="info">
-  The API allows 100 requests per minute. For large batches, implement rate limiting with delays
+  The API allows 1000 requests per minute (your organisation may have its own lower limit). For large
-  between requests to avoid hitting limits.
+  batches, implement rate limiting with delays between requests to avoid hitting limits.
 </Callout>
 
 ---
@@ -998,9 +1000,12 @@ async function fetchWithRetry(
       // Retry on rate limit
       if (response.status === 429) {
         const retryAfter = response.headers.get('Retry-After');
-        const delay = retryAfter ? parseInt(retryAfter) * 1000 : baseDelayMs * Math.pow(2, attempt);
+        // Honor Retry-After exactly; the cap only applies to the exponential fallback.
+        const delay = retryAfter
+          ? parseInt(retryAfter) * 1000
+          : Math.min(baseDelayMs * Math.pow(2, attempt), maxDelayMs);
         console.log(`Rate limited, waiting ${delay}ms...`);
-        await new Promise((resolve) => setTimeout(resolve, Math.min(delay, maxDelayMs)));
+        await new Promise((resolve) => setTimeout(resolve, delay));
         continue;
       }
 

apps/docs/content/docs/developers/examples/index.mdx

@@ -3,6 +3,8 @@ title: Examples
 description: Common integration patterns and end-to-end workflows.
 ---
 
+<EnvelopeWarning />
+
 <Cards>
   <Card
     title="Common Workflows"

apps/docs/content/docs/developers/getting-started/authentication.mdx

@@ -7,6 +7,8 @@ import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
 import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 
+<EnvelopeWarning />
+
 ## Prerequisites
 
 - A Documenso account (cloud or self-hosted)

apps/docs/content/docs/developers/getting-started/first-api-call.mdx

@@ -7,6 +7,8 @@ import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';
 import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
 
+<EnvelopeWarning />
+
 ## Prerequisites
 
 Before starting, you need:
@@ -483,7 +485,7 @@ The API returns standard HTTP status codes and JSON error responses:
 
 ### Handling Rate Limits
 
-The API allows 100 requests per minute per IP address. When rate limited, wait at least 60 seconds before retrying:
+The API allows 1000 requests per minute per IP address. Your organisation may have its own lower rate limits. When rate limited, wait at least 60 seconds before retrying:
 
 ```javascript
 async function fetchWithRetry(url, options, maxRetries = 3) {

apps/docs/content/docs/developers/getting-started/index.mdx

@@ -3,6 +3,8 @@ title: Getting Started
 description: Get your API key and make your first API call.
 ---
 
+<EnvelopeWarning />
+
 <Cards>
   <Card
     title="Authentication"

apps/docs/content/docs/developers/index.mdx

@@ -3,6 +3,8 @@ title: Developer Guide
 description: Integrate Documenso into your applications using the REST API, webhooks, and embedding options.
 ---
 
+<EnvelopeWarning />
+
 ## Getting Started
 
 <Cards>

apps/docs/content/docs/developers/webhooks/events.mdx

@@ -33,13 +33,14 @@ All webhook events share a common structure:
 
 | Field            | Type      | Description                                            |
 | ---------------- | --------- | ------------------------------------------------------ |
-| `id`             | number    | Document or template ID                                |
+| `id`             | number    | Legacy numeric v1 document or template ID              |
+| `envelopeId`     | string    | Canonical v2 identifier (`envelope_` + 16 characters)  |
 | `externalId`     | string?   | External identifier for integration                    |
 | `userId`         | number    | Owner's user ID                                        |
 | `authOptions`    | object?   | Document-level authentication options                  |
 | `formValues`     | object?   | PDF form values associated with the document           |
 | `title`          | string    | Document or template title                             |
-| `status`         | string    | Current status: `DRAFT`, `PENDING`, `COMPLETED`        |
+| `status`         | string    | Current status: `DRAFT`, `PENDING`, `COMPLETED`, `REJECTED`, `CANCELLED` |
 | `visibility`     | string    | Document visibility setting                            |
 | `createdAt`      | datetime  | Document creation timestamp                            |
 | `updatedAt`      | datetime  | Last modification timestamp                            |
@@ -47,8 +48,8 @@ All webhook events share a common structure:
 | `deletedAt`      | datetime? | Deletion timestamp                                     |
 | `teamId`         | number?   | Team ID if document belongs to a team                  |
 | `templateId`     | number?   | Template ID if created from a template                 |
-| `source`         | string    | Source: `DOCUMENT` or `TEMPLATE`                       |
+| `source`         | string    | Source: `DOCUMENT`, `TEMPLATE`, or `TEMPLATE_DIRECT_LINK` |
-| `documentMeta`   | object    | Document metadata (subject, message, signing options)  |
+| `documentMeta`   | object?   | Nullable document metadata (subject, message, signing options) |
 | `recipients`     | array     | List of recipient objects                              |
 | `Recipient`      | array     | List of recipient objects (legacy, same as recipients) |
 
@@ -60,7 +61,6 @@ All webhook events share a common structure:
 | `subject`                  | string? | Email subject line                      |
 | `message`                  | string? | Email message body                      |
 | `timezone`                 | string  | Timezone for date display               |
-| `password`                 | string? | Document access password (if set)       |
 | `dateFormat`               | string  | Date format string                      |
 | `redirectUrl`              | string? | URL to redirect after signing           |
 | `signingOrder`             | string  | `PARALLEL` or `SEQUENTIAL`              |
@@ -77,8 +77,9 @@ All webhook events share a common structure:
 | Field                  | Type      | Description                                |
 | ---------------------- | --------- | ------------------------------------------ |
 | `id`                   | number    | Recipient ID                               |
-| `documentId`           | number?   | Parent document ID                         |
+| `envelopeId`           | string    | Canonical parent envelope ID               |
-| `templateId`           | number?   | Template ID if created from a template     |
+| `documentId`           | number?   | Legacy parent document ID; null for templates |
+| `templateId`           | number?   | Legacy parent template ID; null for documents |
 | `email`                | string    | Recipient email address                    |
 | `name`                 | string    | Recipient name                             |
 | `token`                | string    | Unique signing token                       |
@@ -94,6 +95,8 @@ All webhook events share a common structure:
 | `sendStatus`           | string    | `NOT_SENT` or `SENT`                       |
 | `rejectionReason`      | string?   | Reason if recipient rejected               |
 
+Use `recipient.envelopeId` as the reliable parent link. The legacy `documentId` and `templateId` fields depend on the parent envelope type, so one of them is always null.
+
 ---
 
 ## Document Lifecycle Events
@@ -111,6 +114,7 @@ Triggered when a new document is created.
   "event": "DOCUMENT_CREATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "externalId": null,
     "userId": 1,
     "authOptions": null,
@@ -129,9 +133,8 @@ Triggered when a new document is created.
       "id": "doc_meta_123",
       "subject": "Please sign this document",
       "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
+      "timezone": "Etc/UTC",
-      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
-      "dateFormat": "MM/DD/YYYY",
       "redirectUrl": null,
       "signingOrder": "PARALLEL",
       "allowDictateNextSigner": false,
@@ -145,6 +148,7 @@ Triggered when a new document is created.
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -166,6 +170,7 @@ Triggered when a new document is created.
     "Recipient": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -203,6 +208,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
   "event": "DOCUMENT_SENT",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "externalId": null,
     "userId": 1,
     "authOptions": null,
@@ -221,9 +227,8 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
       "id": "doc_meta_123",
       "subject": "Please sign this document",
       "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
+      "timezone": "Etc/UTC",
-      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
-      "dateFormat": "MM/DD/YYYY",
       "redirectUrl": null,
       "signingOrder": "PARALLEL",
       "allowDictateNextSigner": false,
@@ -237,6 +242,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -258,6 +264,7 @@ The document status changes to `PENDING` and recipients have `sendStatus: "SENT"
     "Recipient": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -295,12 +302,14 @@ The recipient's `readStatus` changes to `OPENED`.
   "event": "DOCUMENT_OPENED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "PENDING",
     "title": "contract.pdf",
     "source": "DOCUMENT",
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -328,6 +337,7 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
   "event": "DOCUMENT_SIGNED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "COMPLETED",
     "title": "contract.pdf",
     "source": "DOCUMENT",
@@ -335,6 +345,7 @@ The recipient's `signingStatus` changes to `SIGNED` and `signedAt` is populated.
     "recipients": [
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -361,12 +372,14 @@ Triggered when an individual recipient completes their required action (signing,
   "event": "DOCUMENT_RECIPIENT_COMPLETED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "PENDING",
     "title": "contract.pdf",
     "source": "DOCUMENT",
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -395,6 +408,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
   "event": "DOCUMENT_COMPLETED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "externalId": null,
     "userId": 1,
     "authOptions": null,
@@ -413,9 +427,8 @@ The document status changes to `COMPLETED` and `completedAt` is set.
       "id": "doc_meta_123",
       "subject": "Please sign this document",
       "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
+      "timezone": "Etc/UTC",
-      "password": null,
+      "dateFormat": "yyyy-MM-dd hh:mm a",
-      "dateFormat": "MM/DD/YYYY",
       "redirectUrl": null,
       "signingOrder": "PARALLEL",
       "allowDictateNextSigner": false,
@@ -429,6 +442,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
     "recipients": [
       {
         "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "reviewer@example.com",
@@ -451,6 +465,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
       },
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -475,6 +490,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
     "Recipient": [
       {
         "id": 50,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "reviewer@example.com",
@@ -497,6 +513,7 @@ The document status changes to `COMPLETED` and `completedAt` is set.
       },
       {
         "id": 51,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 10,
         "templateId": null,
         "email": "signer@example.com",
@@ -537,12 +554,14 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
   "event": "DOCUMENT_REJECTED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "PENDING",
     "title": "contract.pdf",
     "source": "DOCUMENT",
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -561,7 +580,7 @@ The recipient's `signingStatus` changes to `REJECTED` and `rejectionReason` cont
 
 ### `document.cancelled`
 
-Triggered when the document owner or a team member deletes a document. Draft and pending documents are hard-deleted, while completed documents are soft-deleted.
+Triggered when a pending document is explicitly cancelled with `POST /envelope/cancel`, or when a document owner or team member deletes a document. Deleting a draft or pending document hard-deletes it, while deleting a completed document soft-deletes it.
 
 This event is **not** triggered when a recipient hides a document from their inbox.
 
@@ -572,6 +591,7 @@ This event is **not** triggered when a recipient hides a document from their inb
   "event": "DOCUMENT_CANCELLED",
   "payload": {
     "id": 7,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "externalId": null,
     "userId": 3,
     "authOptions": null,
@@ -591,7 +611,6 @@ This event is **not** triggered when a recipient hides a document from their inb
       "subject": "",
       "message": "",
       "timezone": "Etc/UTC",
-      "password": null,
       "dateFormat": "yyyy-MM-dd hh:mm a",
       "redirectUrl": "",
       "signingOrder": "PARALLEL",
@@ -606,6 +625,7 @@ This event is **not** triggered when a recipient hides a document from their inb
     "recipients": [
       {
         "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 7,
         "templateId": null,
         "email": "signer@example.com",
@@ -627,6 +647,7 @@ This event is **not** triggered when a recipient hides a document from their inb
     "Recipient": [
       {
         "id": 7,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "documentId": 7,
         "templateId": null,
         "email": "signer@example.com",
@@ -651,6 +672,45 @@ This event is **not** triggered when a recipient hides a document from their inb
 }
 ```
 
+### `recipient.expired`
+
+Triggered when a recipient's signing deadline passes on a pending document before they sign or reject it.
+
+**Event name:** `RECIPIENT_EXPIRED`
+
+The recipient's `expiresAt` contains the signing deadline, and `expirationNotifiedAt` is set when the expiration is processed.
+
+```json
+{
+  "event": "RECIPIENT_EXPIRED",
+  "payload": {
+    "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
+    "status": "PENDING",
+    "title": "contract.pdf",
+    "source": "DOCUMENT",
+    "recipients": [
+      {
+        "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
+        "documentId": 10,
+        "templateId": null,
+        "email": "signer@example.com",
+        "name": "John Doe",
+        "role": "SIGNER",
+        "expiresAt": "2024-04-22T11:51:00.000Z",
+        "expirationNotifiedAt": "2024-04-22T11:52:00.000Z",
+        "readStatus": "OPENED",
+        "signingStatus": "NOT_SIGNED",
+        "sendStatus": "SENT"
+      }
+    ]
+  },
+  "createdAt": "2024-04-22T11:52:00.000Z",
+  "webhookEndpoint": "https://your-endpoint.com/webhook"
+}
+```
+
 ### `document.reminder.sent`
 
 Triggered when a reminder email is sent to a recipient who has not yet completed their action.
@@ -662,12 +722,14 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
   "event": "DOCUMENT_REMINDER_SENT",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "status": "PENDING",
     "title": "contract.pdf",
     "source": "DOCUMENT",
     "recipients": [
       {
         "id": 52,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "name": "John Doe",
         "role": "SIGNER",
@@ -686,7 +748,7 @@ Triggered when a reminder email is sent to a recipient who has not yet completed
 
 ## Template Events
 
-Template events track changes to reusable document templates. Template payloads use the same structure as document payloads, with `source` set to `TEMPLATE` and `templateId` populated.
+Template events track changes to reusable document templates. Template payloads use the same structure as document payloads. For `TEMPLATE_CREATED`, `TEMPLATE_UPDATED`, and `TEMPLATE_DELETED` the template's own legacy numeric ID is in `id` and `templateId` is `null`. Only `TEMPLATE_USED` — whose payload describes the new document envelope created from the template — carries the originating template's legacy ID in `templateId`, with `source` set to `TEMPLATE`.
 
 ### `template.created`
 
@@ -699,9 +761,10 @@ Triggered when a new template is created.
   "event": "TEMPLATE_CREATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "My Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -721,9 +784,10 @@ Triggered when a template's settings, recipients, or fields are modified.
   "event": "TEMPLATE_UPDATED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "My Updated Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -743,9 +807,10 @@ Triggered when a template is deleted.
   "event": "TEMPLATE_DELETED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Deleted Template",
     "status": "DRAFT",
-    "templateId": 10,
+    "templateId": null,
     "source": "TEMPLATE",
     "recipients": []
   },
@@ -765,6 +830,7 @@ Triggered when a document is created from a template. This event fires alongside
   "event": "TEMPLATE_USED",
   "payload": {
     "id": 10,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Document from Template",
     "status": "DRAFT",
     "templateId": 10,
@@ -791,7 +857,8 @@ Triggered when a document is created from a template. This event fires alongside
 | `DOCUMENT_RECIPIENT_COMPLETED` | Recipient completes their action           | Recipient `signingStatus: "SIGNED"`, `signedAt` set          |
 | `DOCUMENT_COMPLETED`         | All recipients complete actions               | `status: "COMPLETED"`, `completedAt` set                     |
 | `DOCUMENT_REJECTED`          | Recipient rejects document                   | Recipient `signingStatus: "REJECTED"`, `rejectionReason` set |
-| `DOCUMENT_CANCELLED`         | Owner or team member deletes document        | Document cancelled or deleted                                |
+| `DOCUMENT_CANCELLED`         | Pending document explicitly cancelled, or document deleted | `status: "CANCELLED"` after explicit cancellation; deletion may remove or soft-delete the document |
+| `RECIPIENT_EXPIRED`          | Recipient signing deadline passes            | Recipient `expiresAt` passed, `expirationNotifiedAt` set           |
 | `DOCUMENT_REMINDER_SENT`     | Reminder email sent to recipient             | No status changes                                            |
 
 ### Template Events
@@ -821,7 +888,7 @@ When processing webhook events:
     **Process idempotently** — Webhooks may be retried, so handle duplicate events
   </Step>
   <Step>
-    **Respond quickly** — Return a 200 status code within 30 seconds
+    **Respond quickly** — Return a `2xx` status code within 10 seconds
   </Step>
 </Steps>
 

apps/docs/content/docs/developers/webhooks/index.mdx

@@ -42,12 +42,14 @@ Documenso supports webhook events for the full document lifecycle (created, sent
   "event": "DOCUMENT_COMPLETED",
   "payload": {
     "id": 123,
+    "envelopeId": "envelope_abcdefhiklmnorst",
     "title": "Contract",
     "status": "COMPLETED",
     "completedAt": "2024-01-15T10:30:00.000Z",
     "recipients": [
       {
         "id": 1,
+        "envelopeId": "envelope_abcdefhiklmnorst",
         "email": "signer@example.com",
         "signingStatus": "SIGNED"
       }
@@ -58,6 +60,8 @@ Documenso supports webhook events for the full document lifecycle (created, sent
 }
 ```
 
+`payload.id` is the legacy numeric v1 ID. Use `payload.envelopeId` as the canonical v2 identifier. Each recipient repeats `envelopeId` as the reliable parent link because the legacy `documentId` and `templateId` fields depend on the parent envelope type, leaving one of them null.
+
 ---
 
 ## See Also

apps/docs/content/docs/developers/webhooks/setup.mdx

@@ -148,7 +148,7 @@ func main() {
 </Tabs>
 
 <Callout type="warn">
-  Always respond with a `200 OK` status within 30 seconds. Documenso will retry failed deliveries.
+  Always respond with a `2xx` status within 10 seconds. Documenso will retry failed deliveries according to the configured background-job provider.
 </Callout>
 
 ## Configuring Webhooks in Documenso via the Dashboard
@@ -184,7 +184,7 @@ Fill in the following fields:
 
 | Field | Description |
 | ----- | ----------- |
-| **Webhook URL** | The HTTPS endpoint that will receive webhook events |
+| **Webhook URL** | The HTTP or HTTPS endpoint that will receive webhook events |
 | **Events** | Select which events should trigger this webhook |
 | **Secret** (optional) | A secret key used to sign the payload for verification |
 </Step>
@@ -202,12 +202,21 @@ Your webhook endpoint must meet these requirements:
 
 | Requirement | Details |
 | ----------- | ------- |
-| **Protocol** | HTTPS required (HTTP not allowed in production) |
+| **Protocol** | HTTP and HTTPS are accepted; use HTTPS in production |
-| **Response** | Must return `2xx` status code within 30 seconds |
+| **Response** | Must return a `2xx` status code within 10 seconds |
 | **Method** | Must accept HTTP POST requests |
 | **Content-Type** | Must accept `application/json` payloads |
 | **Availability** | Must be publicly accessible from the internet |
 
+<Callout type="warn">
+  Documenso performs a best-effort check that rejects webhook URLs which use or resolve to private
+  or loopback addresses. This is not a complete SSRF mitigation — it does not cover DNS rebinding
+  and fails open on DNS lookup errors or timeouts — so self-hosted deployments should still enforce
+  network-level egress rules. Self-hosters that need to deliver to a hostname resolving to a
+  private address can add that hostname to the comma-separated
+  `NEXT_PRIVATE_WEBHOOK_SSRF_BYPASS_HOSTS` environment variable.
+</Callout>
+
 <Callout type="info">
   For local development, use a tunneling service like [ngrok](https://ngrok.com) or [localtunnel](https://localtunnel.me) to expose your local server.
 </Callout>
@@ -225,7 +234,8 @@ When creating a webhook, you can subscribe to one or more events:
 | `DOCUMENT_RECIPIENT_COMPLETED` | A recipient completes their required action |
 | `DOCUMENT_COMPLETED` | All recipients have completed their actions |
 | `DOCUMENT_REJECTED` | A recipient rejects the document |
-| `DOCUMENT_CANCELLED` | The document owner deletes the document |
+| `DOCUMENT_CANCELLED` | A pending document is explicitly cancelled or a document owner deletes it |
+| `RECIPIENT_EXPIRED` | A recipient's signing deadline passes before they sign or reject |
 | `DOCUMENT_REMINDER_SENT` | A reminder email is sent to a recipient |
 | `TEMPLATE_CREATED` | A new template is created |
 | `TEMPLATE_UPDATED` | A template is modified |
@@ -318,17 +328,17 @@ Documenso will attempt to deliver the same payload again
 
 ## Retry Policy
 
-When a webhook delivery fails (non-2xx response or timeout), Documenso automatically retries with exponential backoff:
+A delivery fails when the endpoint returns a non-`2xx` response, the 10-second timeout expires, or the request fails. Redirects are not followed, so `3xx` responses also fail. Network and SSRF-blocked requests are recorded with response code `0`.
 
-| Attempt | Delay |
+For self-hosted deployments, retries are handled by the background-job provider selected with `NEXT_PRIVATE_JOBS_PROVIDER`:
-| ------- | ----- |
-| 1 | Immediate |
-| 2 | 1 minute |
-| 3 | 5 minutes |
-| 4 | 30 minutes |
-| 5 | 2 hours |
 
-After 5 failed attempts, the webhook is marked as failed and no further automatic retries occur. You can manually resend failed webhooks from the dashboard.
+| Provider | Total attempts | Retry timing |
+| -------- | -------------- | ------------ |
+| Local (default) | 4 | Back-to-back, with no backoff |
+| BullMQ | 3 | Exponential backoff starting at 1 second |
+| Inngest | 5 | Inngest platform backoff |
+
+Only the individual delivery (`WebhookCall`) record is marked as failed. Documenso does not automatically disable the webhook or apply a circuit breaker, so future matching events continue to be delivered. After automatic attempts are exhausted, you can manually resend a failed delivery from the dashboard.
 
 <Callout type="warn">
   If your endpoint consistently fails, consider reviewing your server logs and ensuring your endpoint meets all [URL requirements](#webhook-url-requirements).

apps/docs/content/docs/developers/webhooks/verification.mdx

@@ -255,6 +255,7 @@ const validEvents = [
   'DOCUMENT_REJECTED',
   'DOCUMENT_CANCELLED',
   'DOCUMENT_REMINDER_SENT',
+  'RECIPIENT_EXPIRED',
   'TEMPLATE_CREATED',
   'TEMPLATE_UPDATED',
   'TEMPLATE_DELETED',

apps/docs/content/docs/policies/enterprise-edition.mdx

@@ -76,6 +76,8 @@ The Enterprise Edition is required when you:
     4. Restart your Documenso instance
     5. Verify the license is active in the **Admin Panel** under the **Stats** section
 
+    See [Apply Your License Key](/docs/self-hosting/configuration/license) for the full walkthrough, including how to enable individual features once licensed.
+
   </Accordion>
 </Accordions>
 
@@ -197,7 +199,7 @@ See [Support](/docs/policies/support) for complete support options.
     1. Sign the Enterprise license agreement
     2. Receive license key and access credentials
     3. Deploy using [self-hosting guides](/docs/self-hosting) or access Documenso Cloud
-    4. Configure Enterprise features with support assistance
+    4. Apply the key — see [Apply Your License Key](/docs/self-hosting/configuration/license) — and configure Enterprise features with support assistance
 
   </Step>
   <Step>
@@ -238,6 +240,7 @@ See [Support](/docs/policies/support) for complete support options.
 
 ## Related
 
+- [Apply Your License Key](/docs/self-hosting/configuration/license) - Step-by-step license activation
 - [Community Edition](/docs/policies/community-edition) - AGPL-3.0 open-source license
 - [Licenses](/docs/policies/licenses) - Complete licensing overview and FAQ
 - [Support](/docs/policies/support) - Support channels and response times

apps/docs/content/docs/policies/fair-use.mdx

@@ -41,12 +41,17 @@ When a limit is reached, requests return a `429 Too Many Requests` response with
 
 | Action | Limit | Window |
 | --- | --- | --- |
-| API requests (v1 and v2) | 100 requests | 1 minute |
+| API requests (v1 and v2) | 1000 requests | 1 minute |
 | File uploads | 20 requests | 1 minute |
 | AI features | 3 requests | 1 minute |
 
 Authentication endpoints (login, signup, password reset, etc.) are also rate-limited to protect against abuse.
 
+<Callout type="info">
+  The API request limit above is the global per-IP ceiling. Individual organisations also have their
+  own rate limits, which may be configured below this value.
+</Callout>
+
 <Callout type="info">
   Rate limits may vary by plan. Enterprise plans can include higher or custom limits. Contact
   [sales](https://documen.so/sales) for details.

apps/docs/content/docs/self-hosting/configuration/environment.mdx

@@ -443,11 +443,11 @@ Telemetry collects only: app version, installation ID, and node ID. No personal
 
 ## Enterprise Features
 
-These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance.
+These variables require an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Obtain a license key from [license.documenso.com](https://license.documenso.com) and set it below to unlock enterprise features such as SSO, embed editor, and 21 CFR Part 11 compliance. See [Apply Your License Key](/docs/self-hosting/configuration/license) for step-by-step setup.
 
 | Variable                             | Description                                      |
 | ------------------------------------ | ------------------------------------------------ |
-| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features              |
+| `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` | License key for enterprise features — see [Apply Your License Key](/docs/self-hosting/configuration/license) for how to apply it |
 | `NEXT_PRIVATE_STRIPE_API_KEY`        | Stripe API key for billing                       |
 | `NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET` | Stripe webhook secret                            |
 | `NEXT_PRIVATE_SES_ACCESS_KEY_ID`     | AWS SES access key for email domain verification |
@@ -510,4 +510,5 @@ NEXT_PRIVATE_SIGNING_PASSPHRASE="your-certificate-password"
 - [Email Configuration](/docs/self-hosting/configuration/email) - Configure email delivery
 - [Storage Configuration](/docs/self-hosting/configuration/storage) - Set up S3 storage
 - [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) - Configure document signing
+- [Organisation Limits](/docs/self-hosting/configuration/organisation-limits) - Set per-organisation document, email, and API limits from the admin panel
 - [Troubleshooting](/docs/self-hosting/maintenance/troubleshooting) - Common configuration issues

apps/docs/content/docs/self-hosting/configuration/index.mdx

@@ -29,6 +29,11 @@ description: Configure your self-hosted Documenso instance with environment vari
     description="Digital signature certificate setup."
     href="/docs/self-hosting/configuration/signing-certificate"
   />
+  <Card
+    title="Organisation Limits"
+    description="Set per-organisation document, email, and API limits via the admin panel."
+    href="/docs/self-hosting/configuration/organisation-limits"
+  />
 </Cards>
 
 ## Required Configuration

apps/docs/content/docs/self-hosting/configuration/license.mdx

@@ -0,0 +1,107 @@
+---
+title: Apply Your License Key
+description: Activate your Enterprise license key to unlock enterprise features on your self-hosted instance.
+---
+
+import { Accordion, Accordions } from 'fumadocs-ui/components/accordion';
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+A license key activates the Enterprise features available to your self-hosted instance, such as CSC signing, SSO, embed white-labelling, and 21 CFR Part 11 compliance.
+
+<Callout type="info">
+  The license key applies to your **whole instance**, not an individual user account. There's one
+  key per deployment.
+</Callout>
+
+## Prerequisites
+
+- An active Enterprise license key — contact [sales](https://documen.so/enterprise) to set up an
+  Enterprise subscription, then copy your key from [license.documenso.com](https://license.documenso.com).
+  See [Enterprise Edition](/docs/policies/enterprise-edition) for details.
+- A running self-hosted Documenso instance that you're able to restart
+
+## Step 1: Set the environment variable
+
+Set `NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY` to your license key.
+
+<Tabs items={['Docker Compose', 'docker run', '.env']}>
+<Tab value="Docker Compose">
+
+Add the variable to your `.env` file (or directly under `environment:` in `compose.yml`):
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+Then apply it:
+
+```bash
+docker compose up -d
+```
+
+</Tab>
+<Tab value="docker run">
+
+```bash
+docker run -d \
+  --name documenso \
+  -e NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here \
+  documenso/documenso:latest
+```
+
+</Tab>
+<Tab value=".env">
+
+If you're running Documenso directly (not in a container), add the variable to your `.env` file:
+
+```bash
+NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY=your-license-key-here
+```
+
+</Tab>
+</Tabs>
+
+## Step 2: Restart the instance
+
+The license key is only read once, at process startup. Setting the variable in a running container or shell has no effect until the process restarts.
+
+```bash
+# Docker Compose
+docker compose restart documenso
+
+# Docker
+docker restart documenso
+```
+
+On startup, Documenso validates the key against the Documenso license server and caches the result locally for future startups, so a brief license-server outage won't lock you out.
+
+## What the license enables
+
+A valid license doesn't turn every enterprise feature on everywhere — activation depends on the feature:
+
+- **CSC signing** activates instance-wide automatically once the license is active and CSC transport is configured. See [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup.
+- **SSO, embed white-labelling, 21 CFR Part 11, and similar** are provisioned per organisation. Follow each feature's own guide to configure it once the license is active.
+
+## Troubleshooting
+
+<Accordions type="multiple">
+  <Accordion title="Enterprise features are still unavailable after applying the key">
+    - Confirm the key is present in the environment the running process actually reads — `docker
+      exec` into the container and check `env | grep LICENSE` if unsure.
+    - Confirm the instance was fully restarted after the variable was set, not just reloaded.
+    - Re-copy the key to rule out truncation or accidental whitespace.
+  </Accordion>
+  <Accordion title="A specific feature still isn't working">
+    Instance-wide features (like CSC signing) also need their own configuration — an active license
+    alone isn't enough. Check that feature's guide to confirm the required settings are in place.
+    Per-organisation features additionally need to be provisioned for the organisation that's using
+    them.
+  </Accordion>
+</Accordions>
+
+## See Also
+
+- [Environment Variables](/docs/self-hosting/configuration/environment) - Complete configuration reference
+- [Enterprise Edition](/docs/policies/enterprise-edition) - What's included and how to purchase a license
+- [CSC / QES Signing](/docs/self-hosting/configuration/signing-certificate/csc-qes) - Enable CSC-based signing

apps/docs/content/docs/self-hosting/configuration/meta.json

@@ -2,12 +2,14 @@
   "title": "Configuration",
   "pages": [
     "environment",
+    "license",
     "database",
     "email",
     "storage",
     "background-jobs",
     "signing-certificate",
     "telemetry",
+    "organisation-limits",
     "advanced"
   ]
 }

apps/docs/content/docs/self-hosting/configuration/organisation-limits.mdx

@@ -0,0 +1,111 @@
+---
+title: Organisation Limits
+description: View and set per-organisation document, email, and API limits on a self-hosted Documenso instance using the admin panel's subscription claims.
+---
+
+import { Callout } from 'fumadocs-ui/components/callout';
+
+Per-organisation limits — document, email, and API usage, plus feature toggles and team/member caps — are controlled by **subscription claims**. You configure them in the admin panel, not through environment variables.
+
+There are three distinct kinds of limit:
+
+| Limit                  | Caps                                              | Admin-settable          |
+| ---------------------- | ------------------------------------------------- | ----------------------- |
+| Resource quota         | Documents, emails, and API requests **per month** | Yes — per claim and org |
+| Resource rate limit    | The same resources over a short window (e.g. `1h`) | Yes — per claim and org |
+| Global HTTP rate limit | API requests per IP (1000/min, hardcoded)         | No — see [Limitations](#limitations) |
+
+## Prerequisites
+
+- A running self-hosted Documenso instance.
+- An account with the **`ADMIN`** role — an account-level role, separate from organisation and team roles. New accounts are created with the `USER` role only. Grant the first admin by adding `ADMIN` to that user's `roles` directly in the database; after that, an existing admin can grant the role to others under **Admin Panel > Users > _(user)_ > Roles > Update user**.
+
+Open the admin panel at `/admin`. The sidebar sections used below are **Claims**, **Organisations**, and **Organisation Stats**.
+
+## Viewing usage
+
+**One organisation:** open **Admin Panel > Organisations** and select it. The **Organisation usage** section shows the current period's document, email, and API usage against its quotas.
+
+**All organisations:** open **Admin Panel > Organisation Stats** to sort and filter monthly usage. Filter by **claim** and by **period** (a UTC calendar month, shown as `YYYY-MM`), and switch between **Show usage**, **Show usage with quotas**, and **Show daily averages**.
+
+<Callout type="warn">
+  Usage counts **attempts**, not only successful actions. A request that exceeds a quota is still counted before it is rejected, so displayed usage can read higher than the number of actions that succeeded.
+</Callout>
+
+## Subscription claims
+
+A subscription claim is a named bundle of limits and feature flags (for example `Free`, `Individual`, `Teams`, `Platform`, or `Enterprise`). Claims are **templates**: when an organisation is created it receives a private copy of its claim and reads from that copy afterwards. Editing a claim template therefore affects organisations created later, not existing ones — to change an existing organisation, [edit it directly](#change-limits-for-one-organisation).
+
+### Claim fields
+
+Under **Admin Panel > Claims** (`/admin/claims`), each claim has:
+
+| Field                   | Controls                                                                          |
+| ----------------------- | --------------------------------------------------------------------------------- |
+| **Name**                | The claim's display name.                                                         |
+| **Team Count**          | Teams allowed. `0` = unlimited.                                                   |
+| **Member Count**        | Members allowed. `0` = unlimited.                                                 |
+| **Envelope Item Count** | Uploaded files allowed per envelope. Minimum `1`.                                |
+| **Recipient Count**     | Recipients allowed per document. `0` = unlimited.                                |
+| **Feature Flags**       | Feature toggles (see [Feature flags](#feature-flags)).                            |
+| **Limits**              | Monthly quota and rate-limit windows for Documents, Emails, and API.              |
+| **Email transport**     | Transport the claim uses. *Default (system mailer)* uses the instance default.    |
+
+### Quotas and rate limits
+
+The **Limits** section has a column for **Documents**, **Emails**, and **API**, each with two controls:
+
+- **Monthly quota** — how many of that resource are allowed per calendar month. An **empty** field is unlimited; **`0`** blocks the resource entirely.
+- **Rate limit windows** — optional short-window caps, each a duration and a maximum. A window is a number and a unit (`s`, `m`, `h`, `d`), such as `5m`, `1h`, or `24h`, and must be unique within the resource.
+
+<Callout type="warn">
+  Quotas and counts use opposite conventions for "unlimited": an **empty** quota is unlimited (and `0` blocks the resource), whereas `0` in the **Team**, **Member**, and **Recipient Count** fields means unlimited.
+</Callout>
+
+### Feature flags
+
+The **Feature Flags** section toggles capabilities such as Unlimited documents, Branding, Hide Documenso branding, Email domains, Embed authoring, Embed signing, White label for embed authoring/signing, 21 CFR, HIPAA, Authentication portal, Allow Legacy Envelopes, Signing reminders, QES signing, and Disable emails.
+
+Some flags are Enterprise features. If your license does not include one, it is marked and cannot be enabled (you can still turn it off). See [Enterprise Edition](/docs/policies/enterprise-edition).
+
+### Create or edit a claim template
+
+1. Go to **Admin Panel > Claims**.
+2. Select **New claim**, or select an existing claim to edit it.
+3. Set the counts, feature flags, and the **Limits** section.
+4. Save. Changes apply to organisations created afterwards, not existing ones.
+
+### Change limits for one organisation
+
+To change limits for an existing organisation, edit it directly rather than its claim template.
+
+1. Go to **Admin Panel > Organisations** and open the organisation.
+2. Adjust its quota, rate-limit, feature-flag, or email-transport fields.
+3. Save. Changes take effect immediately.
+
+The organisation also shows the **Inherited subscription claim** it was created from.
+
+## Usage reset
+
+Monthly quota usage is keyed to the **UTC calendar month**. There is no scheduled reset job — when the month rolls over, the new period's counter starts at `0`.
+
+## Limitations
+
+The **global HTTP rate limit is not configurable.** Documenso enforces a hardcoded **1000 requests per minute per IP address** on its API endpoint groups (`/api/v1`, `/api/v2`, and the tRPC API are limited separately), returning `429 Too Many Requests`. It is a per-IP safeguard applied at the HTTP layer — not per-organisation, not stored on any claim, and not adjustable from the admin panel. See [Rate Limits](/docs/developers/api/rate-limits).
+
+## Troubleshooting
+
+| Symptom                                          | Cause and fix                                                                                                                    |
+| ------------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------- |
+| An organisation hit its limit unexpectedly       | Usage counts rejected over-quota attempts. Compare usage against the quota under **Organisation Stats > Show usage with quotas**. |
+| A resource is blocked entirely, not just capped  | The **Monthly quota** is `0`, which blocks the resource. Leave it empty for unlimited.                                           |
+| Emails are not sending for an organisation        | Check whether the **Disable emails** flag is enabled on the organisation's claim — it blocks all emails regardless of quota.     |
+| A claim template edit had no effect              | Template edits are not retroactive. Edit the organisation directly under **Admin Panel > Organisations**.                        |
+
+---
+
+## See Also
+
+- [Environment Variables](/docs/self-hosting/configuration/environment) - All configuration options
+- [Rate Limits](/docs/developers/api/rate-limits) - The global HTTP API rate limit (separate from claims)
+- [Enterprise Edition](/docs/policies/enterprise-edition) - Features unlocked by license flags

apps/docs/content/docs/self-hosting/configuration/signing-certificate/csc-qes.mdx

@@ -49,7 +49,7 @@ The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL`
 
 ### Enterprise Edition license
 
-CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
+CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`). See [Apply Your License Key](/docs/self-hosting/configuration/license) to activate one.
 
 </Step>
 <Step>

apps/docs/content/docs/self-hosting/index.mdx

@@ -141,7 +141,7 @@ See the [Quick Start guide](/docs/self-hosting/getting-started/quick-start) for
 
 Self-hosted Documenso includes full core functionality under the AGPL-3.0 license. If you need enterprise features such as SSO, embed editor white label, or 21 CFR Part 11 compliance, you can activate them with a license key.
 
-See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison.
+See [Enterprise Edition](/docs/policies/enterprise-edition) for details and [Licenses](/docs/policies/licenses) for a comparison. Already have a key? See [Apply Your License Key](/docs/self-hosting/configuration/license).
 
 ---
 

apps/docs/package.json

@@ -29,7 +29,7 @@
     "@types/node": "^25.1.0",
     "@types/react": "^19.2.10",
     "@types/react-dom": "^19.2.3",
-    "postcss": "^8.5.14",
+    "postcss": "^8.5.19",
     "tailwindcss": "^4.1.18",
     "typescript": "^5.9.3"
   }

apps/docs/src/app/global.css

@@ -83,7 +83,7 @@
   --accent: hsl(0 0% 27.8431%);
   --accent-foreground: hsl(95.0847 71.0843% 67.451%);
   --destructive: hsl(0 86.5979% 61.9608%);
-  --destructive-foreground: hsl(0 87.6289% 19.0196%);
+  --destructive-foreground: hsl(0 0% 98.0392%);
   --border: hsl(0 0% 27.8431%);
   --input: hsl(0 0% 27.8431%);
   --ring: hsl(95.0847 71.0843% 67.451%);

apps/docs/src/components/mdx/envelope-warning.tsx

@@ -0,0 +1,19 @@
+import { Callout } from 'fumadocs-ui/components/callout';
+
+const MIGRATION_GUIDE_HREF = '/docs/developers/api/migrate-to-envelopes';
+
+/**
+ * Deprecation banner steering API consumers away from the legacy document and
+ * template create endpoints and towards the unified Envelope API.
+ *
+ * Registered globally in `mdx-components.tsx`, so it can be used in any MDX page
+ * as `<EnvelopeWarning />` without an explicit import.
+ */
+export function EnvelopeWarning() {
+  return (
+    <Callout type="error">
+      <strong>Documents and templates are being deprecated and replaced by envelopes.</strong>{' '}
+      <a href={MIGRATION_GUIDE_HREF}>Read the migration guide here.</a>
+    </Callout>
+  );
+}

apps/docs/src/mdx-components.tsx

@@ -1,6 +1,7 @@
 import * as TabsComponents from 'fumadocs-ui/components/tabs';
 import defaultMdxComponents from 'fumadocs-ui/mdx';
 import type { MDXComponents } from 'mdx/types';
+import { EnvelopeWarning } from '@/components/mdx/envelope-warning';
 import { Mermaid } from '@/components/mdx/mermaid';
 
 // eslint-disable-next-line @typescript-eslint/no-explicit-any
@@ -9,6 +10,7 @@ export function getMDXComponents(components?: MDXComponents): any {
     ...defaultMdxComponents,
     ...TabsComponents,
     Mermaid,
+    EnvelopeWarning,
     ...components,
   };
 }

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

@@ -0,0 +1,119 @@
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Trans } from '@lingui/react/macro';
+import { useState } from 'react';
+
+export type BrandingPreferencesResetDialogProps = {
+  hasAdvancedBranding: boolean;
+  isSubmitting: boolean;
+  onReset: () => Promise<void>;
+  trigger?: React.ReactNode;
+};
+
+export const BrandingPreferencesResetDialog = ({
+  hasAdvancedBranding,
+  isSubmitting,
+  onReset,
+  trigger,
+}: BrandingPreferencesResetDialogProps) => {
+  const [open, setOpen] = useState(false);
+  const [isResetting, setIsResetting] = useState(false);
+
+  const isLoading = isSubmitting || isResetting;
+
+  const handleResetToDefaults = async () => {
+    setIsResetting(true);
+
+    try {
+      await onReset();
+      setOpen(false);
+    } catch {
+      // The submit handler surfaces its own error toast. Keep the dialog open
+      // so the user can retry.
+    } finally {
+      setIsResetting(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Reset branding preferences</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              This will reset all branding preferences to their default values and save the changes immediately.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will be reset:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              <li>
+                <Trans>Custom branding enabled setting</Trans>
+              </li>
+              <li>
+                <Trans>Branding logo</Trans>
+              </li>
+              <li>
+                <Trans>Brand website and brand details</Trans>
+              </li>
+              <li>
+                <Trans>Brand colours, including background, foreground, primary, and border colours</Trans>
+              </li>
+
+              {hasAdvancedBranding && (
+                <>
+                  <li>
+                    <Trans>Border radius</Trans>
+                  </li>
+                  <li>
+                    <Trans>Custom CSS</Trans>
+                  </li>
+                </>
+              )}
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isLoading}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,141 @@
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Trans } from '@lingui/react/macro';
+import { useState } from 'react';
+
+export type DocumentPreferencesResetDialogProps = {
+  isSubmitting: boolean;
+  onReset: () => Promise<void>;
+  showAiFeatures?: boolean;
+  showDocumentVisibility?: boolean;
+  showIncludeSenderDetails?: boolean;
+};
+
+export const DocumentPreferencesResetDialog = ({
+  isSubmitting,
+  onReset,
+  showAiFeatures = false,
+  showDocumentVisibility = false,
+  showIncludeSenderDetails = false,
+}: DocumentPreferencesResetDialogProps) => {
+  const [open, setOpen] = useState(false);
+  const [isResetting, setIsResetting] = useState(false);
+
+  const isLoading = isSubmitting || isResetting;
+
+  const handleResetToDefaults = async () => {
+    setIsResetting(true);
+
+    try {
+      await onReset();
+      setOpen(false);
+    } catch {
+      // The submit handler surfaces its own error toast. Keep the dialog open
+      // so the user can retry.
+    } finally {
+      setIsResetting(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        <Button variant="destructive" type="button" size="sm" disabled={isLoading}>
+          <Trans>Reset to defaults</Trans>
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Reset document preferences</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              This will reset all document preferences to their default values and save the changes immediately.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will be reset:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              {showDocumentVisibility && (
+                <li>
+                  <Trans>Default document visibility</Trans>
+                </li>
+              )}
+              <li>
+                <Trans>Default document language</Trans>
+              </li>
+              <li>
+                <Trans>Default date format</Trans>
+              </li>
+              <li>
+                <Trans>Default time zone</Trans>
+              </li>
+              <li>
+                <Trans>Default signature settings</Trans>
+              </li>
+              {showIncludeSenderDetails && (
+                <li>
+                  <Trans>Send on behalf of team</Trans>
+                </li>
+              )}
+              <li>
+                <Trans>Include the signing certificate in the document</Trans>
+              </li>
+              <li>
+                <Trans>Include the audit logs in the document</Trans>
+              </li>
+              <li>
+                <Trans>Default recipients</Trans>
+              </li>
+              <li>
+                <Trans>Delegate document ownership</Trans>
+              </li>
+              <li>
+                <Trans>Default envelope expiration</Trans>
+              </li>
+              <li>
+                <Trans>Default signing reminders</Trans>
+              </li>
+              {showAiFeatures && (
+                <li>
+                  <Trans>AI features</Trans>
+                </li>
+              )}
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isLoading}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button type="button" variant="destructive" loading={isLoading} onClick={() => void handleResetToDefaults()}>
+            <Trans>Reset to defaults</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -23,7 +24,7 @@ import { useParams } from 'react-router';
 import { z } from 'zod';
 
 const ZCreateFolderFormSchema = z.object({
-  name: z.string().min(1, { message: 'Folder name is required' }),
+  name: ZNameSchema,
 });
 
 type TCreateFolderFormSchema = z.infer<typeof ZCreateFolderFormSchema>;
@@ -65,7 +66,7 @@ export const FolderCreateDialog = ({ type, trigger, parentFolderId, ...props }:
       toast({
         description: t`Folder created successfully`,
       });
-    } catch (err) {
+    } catch (_err) {
       toast({
         title: t`Failed to create folder`,
         description: t`An unknown error occurred while creating the folder.`,

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

@@ -122,7 +122,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

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

@@ -1,5 +1,6 @@
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
@@ -23,8 +24,6 @@ import { useEffect } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { useOptionalCurrentTeam } from '~/providers/team';
-
 export type FolderUpdateDialogProps = {
   folder: TFolderWithSubfolders | null;
   isOpen: boolean;
@@ -32,7 +31,7 @@ export type FolderUpdateDialogProps = {
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 export const ZUpdateFolderFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
   visibility: z.nativeEnum(DocumentVisibility).optional(),
 });
 
@@ -40,7 +39,6 @@ export type TUpdateFolderFormSchema = z.infer<typeof ZUpdateFolderFormSchema>;
 
 export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdateDialogProps) => {
   const { t } = useLingui();
-  const team = useOptionalCurrentTeam();
 
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();

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

@@ -336,7 +336,7 @@ const BillingPlanForm = ({ value, onChange, plans, canCreateFreeOrganisation }:
         >
           <div className="w-full text-left">
             <div className="flex items-center justify-between">
-              <p className="text-medium">
+              <p className="font-medium">
                 <Trans context="Plan price">Free</Trans>
               </p>
 

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

@@ -115,7 +115,7 @@ export const OrganisationEmailDomainDeleteDialog = ({
                     <FormLabel>
                       <Trans>
                         Confirm by typing{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

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

@@ -370,7 +370,7 @@ export const OrganisationMemberInviteDialog = ({ trigger, ...props }: Organisati
                           <button
                             type="button"
                             className={cn(
-                              'justify-left inline-flex h-10 w-10 items-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                              'inline-flex h-10 w-10 items-center justify-start text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
                               index === 0 ? 'mt-8' : 'mt-0',
                             )}
                             disabled={organisationMemberInvites.length === 1}

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

@@ -1,5 +1,6 @@
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
@@ -25,14 +26,13 @@ import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 import { z } from 'zod';
-
 export type PasskeyCreateDialogProps = {
   trigger?: React.ReactNode;
   onSuccess?: () => void;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
 const ZCreatePasskeyFormSchema = z.object({
-  passkeyName: z.string().min(3),
+  passkeyName: ZNameSchema,
 });
 
 type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;

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

@@ -1,4 +1,5 @@
 import { trpc } from '@documenso/trpc/react';
+import { ZUpdateTeamEmailMutationSchema } from '@documenso/trpc/server/team-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -19,16 +20,16 @@ import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
-import { z } from 'zod';
+import type { z } from 'zod';
 
 export type TeamEmailUpdateDialogProps = {
   teamEmail: TeamEmail;
   trigger?: React.ReactNode;
 } & Omit<DialogPrimitive.DialogProps, 'children'>;
 
-const ZUpdateTeamEmailFormSchema = z.object({
+const ZUpdateTeamEmailFormSchema = ZUpdateTeamEmailMutationSchema.pick({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
+  data: true,
-});
+}).shape.data;
 
 type TUpdateTeamEmailFormSchema = z.infer<typeof ZUpdateTeamEmailFormSchema>;
 
@@ -44,6 +45,7 @@ export const TeamEmailUpdateDialog = ({ teamEmail, trigger, ...props }: TeamEmai
     defaultValues: {
       name: teamEmail.name,
     },
+    mode: 'onSubmit',
   });
 
   const { mutateAsync: updateTeamEmail } = trpc.team.email.update.useMutation();

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

@@ -0,0 +1,250 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
+import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  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 { 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 { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import type { z } from 'zod';
+
+import { useCurrentTeam } from '~/providers/team';
+
+const NEVER_EXPIRE = 'NEVER' as const;
+
+export const EXPIRATION_DATES = {
+  ONE_WEEK: msg`7 days`,
+  ONE_MONTH: msg`1 month`,
+  THREE_MONTHS: msg`3 months`,
+  SIX_MONTHS: msg`6 months`,
+  ONE_YEAR: msg`12 months`,
+  [NEVER_EXPIRE]: msg`Never`,
+} as const;
+
+const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
+  tokenName: true,
+  expirationDate: true,
+});
+
+type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
+
+export type TokenCreateDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const TokenCreateDialog = ({ trigger, ...props }: TokenCreateDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useCurrentTeam();
+
+  const [open, setOpen] = useState(false);
+  const [createdToken, setCreatedToken] = useState<string | null>(null);
+
+  const form = useForm<TCreateTokenFormSchema>({
+    resolver: zodResolver(ZCreateTokenFormSchema),
+    defaultValues: {
+      tokenName: '',
+      expirationDate: 'THREE_MONTHS',
+    },
+  });
+
+  const { mutateAsync: createToken } = trpc.apiToken.create.useMutation();
+
+  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
+    try {
+      const { token } = await createToken({
+        teamId: team.id,
+        tokenName,
+        expirationDate: expirationDate === NEVER_EXPIRE ? null : expirationDate,
+      });
+
+      setCreatedToken(token);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
+        .otherwise(() => msg`Something went wrong. Please try again later.`);
+
+      toast({
+        title: _(msg`An error occurred`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 5000,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (open) {
+      form.reset();
+      setCreatedToken(null);
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)} {...props}>
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button className="flex-shrink-0">
+            <Trans>Create token</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent
+        className="max-w-lg"
+        position="center"
+        onInteractOutside={(event) => {
+          // Prevent losing the created token by accidentally clicking outside the dialog.
+          if (createdToken) {
+            event.preventDefault();
+          }
+        }}
+      >
+        {createdToken ? (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Token created</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Copy your token now. For security reasons you will not be able to see it again.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <div className="relative">
+              <Input
+                className="pr-12 font-mono text-sm"
+                aria-label={_(msg`Your new API token`)}
+                name="createdToken"
+                readOnly
+                value={createdToken}
+              />
+              <div className="absolute top-0 right-2 bottom-0 flex items-center justify-center">
+                <CopyTextButton
+                  value={createdToken}
+                  onCopySuccess={() => toast({ title: _(msg`Token copied to clipboard`) })}
+                />
+              </div>
+            </div>
+
+            <DialogFooter>
+              <Button type="button" onClick={() => setOpen(false)}>
+                <Trans>Done</Trans>
+              </Button>
+            </DialogFooter>
+          </>
+        ) : (
+          <>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Create API token</Trans>
+              </DialogTitle>
+
+              <DialogDescription>
+                <Trans>Use API tokens to authenticate with the Documenso API.</Trans>
+              </DialogDescription>
+            </DialogHeader>
+
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onSubmit)}>
+                <fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
+                  <FormField
+                    control={form.control}
+                    name="tokenName"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel required>
+                          <Trans>Name</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Input className="bg-background" {...field} />
+                        </FormControl>
+
+                        <FormDescription>
+                          <Trans>A name to help you identify this token later.</Trans>
+                        </FormDescription>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name="expirationDate"
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormLabel>
+                          <Trans>Expires in</Trans>
+                        </FormLabel>
+
+                        <FormControl>
+                          <Select value={field.value ?? NEVER_EXPIRE} onValueChange={field.onChange}>
+                            <SelectTrigger className="bg-background">
+                              <SelectValue />
+                            </SelectTrigger>
+
+                            <SelectContent>
+                              {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
+                                <SelectItem key={key} value={key}>
+                                  {_(date)}
+                                </SelectItem>
+                              ))}
+                            </SelectContent>
+                          </Select>
+                        </FormControl>
+
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <DialogFooter>
+                    <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                      <Trans>Cancel</Trans>
+                    </Button>
+
+                    <Button type="submit" loading={form.formState.isSubmitting}>
+                      <Trans>Create token</Trans>
+                    </Button>
+                  </DialogFooter>
+                </fieldset>
+              </form>
+            </Form>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -105,7 +105,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
-            <Trans>Are you sure you want to delete this token?</Trans>
+            <Trans>Delete token</Trans>
           </DialogTitle>
 
           <DialogDescription>
@@ -126,7 +126,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
 
@@ -139,21 +139,18 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
               />
 
               <DialogFooter>
-                <div className="flex w-full flex-nowrap gap-4">
+                <Button type="button" variant="secondary" onClick={() => setIsOpen(false)}>
-                  <Button type="button" variant="secondary" className="flex-1" onClick={() => setIsOpen(false)}>
+                  <Trans>Cancel</Trans>
-                    <Trans>Cancel</Trans>
+                </Button>
-                  </Button>
 
-                  <Button
+                <Button
-                    type="submit"
+                  type="submit"
-                    variant="destructive"
+                  variant="destructive"
-                    className="flex-1"
+                  disabled={!form.formState.isValid}
-                    disabled={!form.formState.isValid}
+                  loading={form.formState.isSubmitting}
-                    loading={form.formState.isSubmitting}
+                >
-                  >
+                  <Trans>Delete</Trans>
-                    <Trans>I'm sure! Delete it</Trans>
+                </Button>
-                  </Button>
-                </div>
               </DialogFooter>
             </fieldset>
           </form>

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

@@ -117,7 +117,7 @@ export const WebhookDeleteDialog = ({ webhook, children }: WebhookDeleteDialogPr
                     <FormLabel>
                       <Trans>
                         Confirm by typing:{' '}
-                        <span className="font-semibold font-sm text-destructive">{deleteMessage}</span>
+                        <span className="font-semibold text-destructive text-sm">{deleteMessage}</span>
                       </Trans>
                     </FormLabel>
                     <FormControl>

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

@@ -503,7 +503,7 @@ export const ConfigureFieldsView = ({
             {selectedField && (
               <div
                 className={cn(
-                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted-background',
+                  'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center bg-white text-muted-foreground transition duration-200 [container-type:size] dark:text-muted',
                   selectedRecipientStyles.base,
                   {
                     '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,

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

@@ -1,7 +1,13 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import {
+  BRANDING_LOGO_ALLOWED_TYPES,
+  BRANDING_LOGO_MAX_SIZE_BYTES,
+  BRANDING_LOGO_MAX_SIZE_MB,
+} from '@documenso/lib/constants/branding';
 import { DEFAULT_BRAND_COLORS, DEFAULT_BRAND_RADIUS } from '@documenso/lib/constants/theme';
 import { ZCssVarsSchema } from '@documenso/lib/types/css-vars';
+import { normalizeBrandingColors } from '@documenso/lib/utils/normalize-branding-colors';
 import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Button } from '@documenso/ui/primitives/button';
@@ -18,20 +24,21 @@ import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { BrandingPreferencesResetDialog } from '~/components/dialogs/branding-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { useCspNonce } from '~/utils/nonce';
 
 import { FormStickySaveBar } from './form-sticky-save-bar';
 
-const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
-const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
-
 const ZBrandingPreferencesFormSchema = z.object({
   brandingEnabled: z.boolean().nullable(),
   brandingLogo: z
     .instanceof(File)
-    .refine((file) => file.size <= MAX_FILE_SIZE, 'File size must be less than 5MB')
+    .refine(
-    .refine((file) => ACCEPTED_FILE_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
+      (file) => file.size <= BRANDING_LOGO_MAX_SIZE_BYTES,
+      `File size must be less than ${BRANDING_LOGO_MAX_SIZE_MB}MB`,
+    )
+    .refine((file) => BRANDING_LOGO_ALLOWED_TYPES.includes(file.type), 'Only .jpg, .png, and .webp files are accepted')
     .nullish(),
   brandingUrl: z.string().url().optional().or(z.literal('')),
   brandingCompanyDetails: z.string().max(500).optional(),
@@ -69,6 +76,7 @@ export function BrandingPreferencesForm({
 
   const [previewUrl, setPreviewUrl] = useState<string>('');
   const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
+  const [colorPickerKey, setColorPickerKey] = useState(0);
 
   const parsedColors = ZCssVarsSchema.safeParse(settings.brandingColors);
   const initialColors = parsedColors.success ? parsedColors.data : {};
@@ -91,6 +99,42 @@ export function BrandingPreferencesForm({
 
   const isBrandingEnabled = form.watch('brandingEnabled');
 
+  const hasResetBrandingColors =
+    settings.brandingColors === null ||
+    settings.brandingColors === undefined ||
+    (parsedColors.success && normalizeBrandingColors(parsedColors.data) === null);
+
+  // Only show the reset action when the saved settings actually differ from the
+  // defaults, so it never renders as a pointless disabled button.
+  const isResetToDefaultsVisible =
+    settings.brandingEnabled !== (canInherit ? null : false) ||
+    !!settings.brandingLogo ||
+    !!settings.brandingUrl ||
+    !!settings.brandingCompanyDetails ||
+    !!settings.brandingCss ||
+    !hasResetBrandingColors;
+
+  const handleResetToDefaults = async () => {
+    const data: TBrandingPreferencesFormSchema = {
+      brandingEnabled: canInherit ? null : false,
+      brandingLogo: null,
+      brandingUrl: '',
+      brandingCompanyDetails: '',
+      brandingColors: {},
+      brandingCss: '',
+    };
+
+    await onFormSubmit(data);
+
+    if (previewUrl.startsWith('blob:')) {
+      URL.revokeObjectURL(previewUrl);
+    }
+
+    setPreviewUrl('');
+    setColorPickerKey((key) => key + 1);
+    form.reset(data);
+  };
+
   const getSavedLogoPreviewUrl = () => {
     if (!settings.brandingLogo) {
       return '';
@@ -245,7 +289,7 @@ export function BrandingPreferencesForm({
                       <FormControl className="relative">
                         <Input
                           type="file"
-                          accept={ACCEPTED_FILE_TYPES.join(',')}
+                          accept={BRANDING_LOGO_ALLOWED_TYPES.join(',')}
                           disabled={!isBrandingEnabled}
                           onChange={(e) => {
                             const file = e.target.files?.[0];
@@ -392,6 +436,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`background-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.background}
@@ -415,6 +460,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`foreground-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.foreground}
@@ -438,6 +484,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`primary-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.primary}
@@ -461,6 +508,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`primary-foreground-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.primaryForeground}
@@ -484,6 +532,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`border-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.border}
@@ -507,6 +556,7 @@ export function BrandingPreferencesForm({
                         </FormDescription>
                         <FormControl>
                           <ColorPicker
+                            key={`ring-${colorPickerKey}`}
                             nonce={nonce}
                             value={field.value ?? ''}
                             defaultValue={DEFAULT_BRAND_COLORS.ring}
@@ -588,6 +638,15 @@ export function BrandingPreferencesForm({
             isDirty={hasUnsavedChanges}
             isSubmitting={form.formState.isSubmitting}
             onReset={handleReset}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <BrandingPreferencesResetDialog
+                  hasAdvancedBranding={hasAdvancedBranding}
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                />
+              ) : undefined
+            }
           />
         </fieldset>
       </form>

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

@@ -11,10 +11,10 @@ import { isValidLanguageCode, SUPPORTED_LANGUAGE_CODES, SUPPORTED_LANGUAGES } fr
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import type { TDefaultRecipients } from '@documenso/lib/types/default-recipients';
 import { ZDefaultRecipientsSchema } from '@documenso/lib/types/default-recipients';
-import { type TDocumentMetaDateFormat, ZDocumentMetaTimezoneSchema } from '@documenso/lib/types/document-meta';
+import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { generateDefaultOrganisationSettings, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
+import { extractTeamSignatureSettings, generateDefaultTeamSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expiration-period-picker';
 import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
@@ -37,11 +37,11 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg, t } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { TeamGlobalSettings } from '@prisma/client';
+import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
-import { DocumentVisibility, OrganisationType, type RecipientRole } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
@@ -93,6 +93,26 @@ export type DocumentPreferencesFormProps = {
   onFormSubmit: (data: TDocumentPreferencesFormSchema) => Promise<void>;
 };
 
+const getDocumentPreferencesFormValues = (settings: SettingsSubset): TDocumentPreferencesFormSchema => {
+  const parsedDocumentDateFormat = ZDocumentMetaDateFormatSchema.safeParse(settings.documentDateFormat);
+
+  return {
+    documentVisibility: settings.documentVisibility,
+    documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
+    documentTimezone: settings.documentTimezone,
+    documentDateFormat: parsedDocumentDateFormat.success ? parsedDocumentDateFormat.data : null,
+    includeSenderDetails: settings.includeSenderDetails,
+    includeSigningCertificate: settings.includeSigningCertificate,
+    includeAuditLog: settings.includeAuditLog,
+    signatureTypes: extractTeamSignatureSettings({ ...settings }),
+    defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
+    delegateDocumentOwnership: settings.delegateDocumentOwnership,
+    aiFeaturesEnabled: settings.aiFeaturesEnabled,
+    envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
+    reminderSettings: settings.reminderSettings ?? null,
+  };
+};
+
 export const DocumentPreferencesForm = ({
   settings,
   onFormSubmit,
@@ -113,7 +133,7 @@ export const DocumentPreferencesForm = ({
     documentVisibility: z.nativeEnum(DocumentVisibility).nullable(),
     documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES).nullable(),
     documentTimezone: z.string().nullable(),
-    documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
+    documentDateFormat: ZDocumentMetaDateFormatSchema.nullable(),
     includeSenderDetails: z.boolean().nullable(),
     includeSigningCertificate: z.boolean().nullable(),
     includeAuditLog: z.boolean().nullable(),
@@ -127,26 +147,33 @@ export const DocumentPreferencesForm = ({
     reminderSettings: ZEnvelopeReminderSettings.nullable(),
   });
 
+  const defaultValues = getDocumentPreferencesFormValues(settings);
+  const defaultSettings = canInherit ? generateDefaultTeamSettings() : generateDefaultOrganisationSettings();
+  const baseResetValues = getDocumentPreferencesFormValues(defaultSettings);
+  const resetValues = {
+    ...baseResetValues,
+    aiFeaturesEnabled: isAiFeaturesConfigured ? baseResetValues.aiFeaturesEnabled : defaultValues.aiFeaturesEnabled,
+  };
+
   const form = useForm<TDocumentPreferencesFormSchema>({
-    defaultValues: {
+    defaultValues,
-      documentVisibility: settings.documentVisibility,
-      documentLanguage: isValidLanguageCode(settings.documentLanguage) ? settings.documentLanguage : null,
-      documentTimezone: settings.documentTimezone,
-      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-      documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
-      includeSenderDetails: settings.includeSenderDetails,
-      includeSigningCertificate: settings.includeSigningCertificate,
-      includeAuditLog: settings.includeAuditLog,
-      signatureTypes: extractTeamSignatureSettings({ ...settings }),
-      defaultRecipients: settings.defaultRecipients ? ZDefaultRecipientsSchema.parse(settings.defaultRecipients) : null,
-      delegateDocumentOwnership: settings.delegateDocumentOwnership,
-      aiFeaturesEnabled: settings.aiFeaturesEnabled,
-      envelopeExpirationPeriod: settings.envelopeExpirationPeriod ?? null,
-      reminderSettings: settings.reminderSettings ?? null,
-    },
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
   });
 
+  // Parse both sides through the schema so we compare canonical representations
+  const parsedCurrentValues = ZDocumentPreferencesFormSchema.safeParse(defaultValues);
+  const parsedResetValues = ZDocumentPreferencesFormSchema.safeParse(resetValues);
+
+  const isResetToDefaultsVisible =
+    !parsedCurrentValues.success ||
+    !parsedResetValues.success ||
+    JSON.stringify(parsedCurrentValues.data) !== JSON.stringify(parsedResetValues.data);
+
+  const handleResetToDefaults = async () => {
+    await onFormSubmit(resetValues);
+    form.reset(resetValues);
+  };
+
   const handleFormSubmit = form.handleSubmit(async (data) => {
     try {
       await onFormSubmit(data);
@@ -772,6 +799,17 @@ export const DocumentPreferencesForm = ({
             isDirty={form.formState.isDirty}
             isSubmitting={form.formState.isSubmitting}
             onReset={() => form.reset()}
+            resetToDefaults={
+              isResetToDefaultsVisible ? (
+                <DocumentPreferencesResetDialog
+                  isSubmitting={form.formState.isSubmitting}
+                  onReset={handleResetToDefaults}
+                  showAiFeatures={isAiFeaturesConfigured}
+                  showDocumentVisibility={!isPersonalLayoutMode}
+                  showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
+                />
+              ) : undefined
+            }
           />
         </fieldset>
       </form>

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

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import {
   Form,
   FormControl,
@@ -15,8 +16,8 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 const ZEmailTransportFormSchema = z.object({
-  name: z.string().min(1),
+  name: ZNameSchema,
-  fromName: z.string().min(1),
+  fromName: ZNameSchema,
   fromAddress: z.string().email(),
   type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
   host: z.string().optional(),

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

@@ -3,12 +3,17 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { AnimatePresence, motion } from 'framer-motion';
 import { AlertTriangleIcon } from 'lucide-react';
-import { useEffect, useRef, useState } from 'react';
+import { type ReactNode, useEffect, useRef, useState } from 'react';
 
 export type FormStickySaveBarProps = {
   isDirty: boolean;
   isSubmitting: boolean;
   onReset: () => void;
+  /**
+   * Slot for a "reset to defaults" action, rendered before the Undo button. Hidden while
+   * the bar is floating so it never appears in the unsaved-changes island.
+   */
+  resetToDefaults?: ReactNode;
 };
 
 /**
@@ -24,7 +29,7 @@ export type FormStickySaveBarProps = {
  * shared-layout morph). A 1px sentinel below it detects the stuck state so we can toggle
  * the pill chrome.
  */
-export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormStickySaveBarProps) => {
+export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset, resetToDefaults }: FormStickySaveBarProps) => {
   const { t } = useLingui();
 
   const sentinelRef = useRef<HTMLDivElement>(null);
@@ -100,6 +105,8 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormSticky
         </AnimatePresence>
 
         <div className="ml-auto flex flex-shrink-0 items-center gap-x-2">
+          {!isFloating && resetToDefaults}
+
           {isDirty && (
             <Button type="button" variant="secondary" size="sm" onClick={onReset} disabled={isSubmitting}>
               <Trans>Undo</Trans>

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

@@ -1,5 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';

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

@@ -1,8 +1,8 @@
 import communityCardsImage from '@documenso/assets/images/community-cards.png';
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { ZNameSchema } from '@documenso/lib/constants/auth';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -96,7 +96,7 @@ export const SignUpForm = ({
       password: '',
       signature: '',
     },
-    mode: 'onBlur',
+    mode: 'onChange',
     resolver: zodResolver(ZSignUpFormSchema),
   });
 

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

@@ -1,254 +0,0 @@
-import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { trpc } from '@documenso/trpc/react';
-import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
-import {
-  Form,
-  FormControl,
-  FormDescription,
-  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 { Switch } from '@documenso/ui/primitives/switch';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-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 { ApiToken } from '@prisma/client';
-import { AnimatePresence, motion } from 'framer-motion';
-import { useState } from 'react';
-import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
-import type { z } from 'zod';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export const EXPIRATION_DATES = {
-  ONE_WEEK: msg`7 days`,
-  ONE_MONTH: msg`1 month`,
-  THREE_MONTHS: msg`3 months`,
-  SIX_MONTHS: msg`6 months`,
-  ONE_YEAR: msg`12 months`,
-} as const;
-
-const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
-  tokenName: true,
-  expirationDate: true,
-});
-
-type TCreateTokenFormSchema = z.infer<typeof ZCreateTokenFormSchema>;
-
-type NewlyCreatedToken = {
-  id: number;
-  token: string;
-};
-
-export type ApiTokenFormProps = {
-  className?: string;
-  tokens?: Pick<ApiToken, 'id'>[];
-};
-
-export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
-  const [, copy] = useCopyToClipboard();
-
-  const team = useCurrentTeam();
-
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
-  const [noExpirationDate, setNoExpirationDate] = useState(false);
-
-  const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
-    onSuccess(data) {
-      setNewlyCreatedToken(data);
-    },
-  });
-
-  const form = useForm<TCreateTokenFormSchema>({
-    resolver: zodResolver(ZCreateTokenFormSchema),
-    defaultValues: {
-      tokenName: '',
-      expirationDate: '',
-    },
-  });
-
-  const copyToken = async (token: string) => {
-    try {
-      const copied = await copy(token);
-
-      if (!copied) {
-        throw new Error('Unable to copy the token');
-      }
-
-      toast({
-        title: _(msg`Token copied to clipboard`),
-        description: _(msg`The token was copied to your clipboard.`),
-      });
-    } catch (error) {
-      toast({
-        title: _(msg`Unable to copy token`),
-        description: _(msg`We were unable to copy the token to your clipboard. Please try again.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onSubmit = async ({ tokenName, expirationDate }: TCreateTokenFormSchema) => {
-    try {
-      await createTokenMutation({
-        teamId: team.id,
-        tokenName,
-        expirationDate: noExpirationDate ? null : expirationDate,
-      });
-
-      toast({
-        title: _(msg`Token created`),
-        description: _(msg`A new token was created successfully.`),
-        duration: 5000,
-      });
-
-      form.reset();
-    } catch (err) {
-      const error = AppError.parseError(err);
-
-      const errorMessage = match(error.code)
-        .with(AppErrorCode.UNAUTHORIZED, () => msg`You do not have permission to create a token for this team.`)
-        .otherwise(() => msg`Something went wrong. Please try again later.`);
-
-      toast({
-        title: _(msg`An error occurred`),
-        description: _(errorMessage),
-        variant: 'destructive',
-        duration: 5000,
-      });
-    }
-  };
-
-  return (
-    <div className={cn(className)}>
-      <Form {...form}>
-        <form onSubmit={form.handleSubmit(onSubmit)}>
-          <fieldset className="mt-6 flex w-full flex-col gap-4" disabled={form.formState.isSubmitting}>
-            <FormField
-              control={form.control}
-              name="tokenName"
-              render={({ field }) => (
-                <FormItem className="flex-1">
-                  <FormLabel className="text-muted-foreground">
-                    <Trans>Token name</Trans>
-                  </FormLabel>
-
-                  <div className="flex items-center gap-x-4">
-                    <FormControl className="flex-1">
-                      <Input type="text" {...field} />
-                    </FormControl>
-                  </div>
-
-                  <FormDescription className="text-xs italic">
-                    <Trans>Please enter a meaningful name for your token. This will help you identify it later.</Trans>
-                  </FormDescription>
-
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
-
-            <div className="flex flex-col gap-4 md:flex-row">
-              <FormField
-                control={form.control}
-                name="expirationDate"
-                render={({ field }) => (
-                  <FormItem className="flex-1">
-                    <FormLabel className="text-muted-foreground">
-                      <Trans>Token expiration date</Trans>
-                    </FormLabel>
-
-                    <div className="flex items-center gap-x-4">
-                      <FormControl className="flex-1">
-                        <Select onValueChange={field.onChange} disabled={noExpirationDate}>
-                          <SelectTrigger className="w-full">
-                            <SelectValue placeholder={_(msg`Choose...`)} />
-                          </SelectTrigger>
-                          <SelectContent>
-                            {Object.entries(EXPIRATION_DATES).map(([key, date]) => (
-                              <SelectItem key={key} value={key}>
-                                {_(date)}
-                              </SelectItem>
-                            ))}
-                          </SelectContent>
-                        </Select>
-                      </FormControl>
-                    </div>
-
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-
-              <div>
-                <FormLabel className="mt-2 text-muted-foreground">
-                  <Trans>Never expire</Trans>
-                </FormLabel>
-                <div className="block md:py-1.5">
-                  <Switch
-                    className="mt-2 bg-background"
-                    checked={noExpirationDate}
-                    onCheckedChange={setNoExpirationDate}
-                  />
-                </div>
-              </div>
-            </div>
-
-            <Button type="submit" className="hidden md:inline-flex" loading={form.formState.isSubmitting}>
-              <Trans>Create token</Trans>
-            </Button>
-
-            <div className="md:hidden">
-              <Button type="submit" loading={form.formState.isSubmitting}>
-                <Trans>Create token</Trans>
-              </Button>
-            </div>
-          </fieldset>
-        </form>
-      </Form>
-
-      <AnimatePresence>
-        {newlyCreatedToken && tokens && tokens.find((token) => token.id === newlyCreatedToken.id) && (
-          <motion.div
-            className="mt-8"
-            initial={{ opacity: 0, y: -40 }}
-            animate={{ opacity: 1, y: 0 }}
-            exit={{ opacity: 0, y: 40 }}
-          >
-            <Card gradient>
-              <CardContent className="p-4">
-                <p className="mt-2 text-muted-foreground text-sm">
-                  <Trans>
-                    Your token was created successfully! Make sure to copy it because you won't be able to see it again!
-                  </Trans>
-                </p>
-
-                <p className="my-4 rounded-md bg-muted-foreground/10 px-2.5 py-1 font-mono text-sm">
-                  {newlyCreatedToken.token}
-                </p>
-
-                <Button variant="outline" onClick={() => void copyToken(newlyCreatedToken.token)}>
-                  <Trans>Copy token</Trans>
-                </Button>
-              </CardContent>
-            </Card>
-          </motion.div>
-        )}
-      </AnimatePresence>
-    </div>
-  );
-};

apps/remix/app/components/general/admin-global-settings-section.tsx

@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationGlobalSettings, TeamGlobalSettings } from '@prisma/client';
+import type { ReactNode } from 'react';
 
 import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 
@@ -25,38 +26,72 @@ const emailSettingsKeys = Object.keys(EMAIL_SETTINGS_LABELS) as (keyof TDocument
 type AdminGlobalSettingsSectionProps = {
   settings: TeamGlobalSettings | OrganisationGlobalSettings | null;
   isTeam?: boolean;
+  /** When viewing a team, the parent organisation settings the team inherits from. */
+  inheritedSettings?: OrganisationGlobalSettings | null;
 };
 
-export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGlobalSettingsSectionProps) => {
+export const AdminGlobalSettingsSection = ({
+  settings,
+  isTeam = false,
+  inheritedSettings,
+}: AdminGlobalSettingsSectionProps) => {
   const { _ } = useLingui();
-  const notSetLabel = isTeam ? <Trans>Inherited</Trans> : <Trans>Not set</Trans>;
 
   if (!settings) {
     return null;
   }
 
-  const textValue = (value: string | null | undefined) => {
+  const notSet = <Trans>Not set</Trans>;
-    if (value === null || value === undefined) {
+
-      return notSetLabel;
+  const inheritedValue = (value: ReactNode) => {
+    if (!isTeam || value === null) {
+      return notSet;
     }
 
-    return value;
+    return (
+      <span className="flex items-center gap-1.5">
+        <span className="text-muted-foreground">
+          <Trans>Inherited</Trans>:
+        </span>
+        <span>{value}</span>
+      </span>
+    );
   };
 
-  const brandingTextValue = (value: string | null | undefined) => {
+  const textValue = (value: string | null | undefined, inherited?: string | null) => {
-    if (value === null || value === undefined || value.trim() === '') {
+    if (value && value.trim() !== '') {
-      return notSetLabel;
+      return value;
     }
 
-    return value;
+    if (inherited && inherited.trim() !== '') {
+      return inheritedValue(inherited);
+    }
+
+    return notSet;
   };
 
-  const booleanValue = (value: boolean | null | undefined) => {
+  const booleanLabel = (value: boolean) => (value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>);
-    if (value === null || value === undefined) {
+
-      return notSetLabel;
+  const booleanValue = (value: boolean | null | undefined, inherited?: boolean | null) => {
+    if (value !== null && value !== undefined) {
+      return booleanLabel(value);
     }
 
-    return value ? <Trans>Enabled</Trans> : <Trans>Disabled</Trans>;
+    return inherited !== null && inherited !== undefined ? inheritedValue(booleanLabel(inherited)) : notSet;
+  };
+
+  const visibilityLabel = (value: string | null | undefined) => {
+    return value && DOCUMENT_VISIBILITY[value] ? _(DOCUMENT_VISIBILITY[value].value) : null;
+  };
+
+  const visibilityValue = (value: string | null | undefined, inherited?: string | null) => {
+    const label = visibilityLabel(value);
+
+    if (label !== null) {
+      return label;
+    }
+
+    return inheritedValue(visibilityLabel(inherited));
   };
 
   const parsedEmailSettings = ZDocumentEmailSettingsSchema.safeParse(settings.emailDocumentSettings);
@@ -65,70 +100,82 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
     <div className="grid grid-cols-1 gap-3 text-sm sm:grid-cols-2 lg:grid-cols-3">
       <DetailsCard label={<Trans>Document visibility</Trans>}>
         <DetailsValue>
-          {settings.documentVisibility != null
+          {visibilityValue(settings.documentVisibility, inheritedSettings?.documentVisibility)}
-            ? _(DOCUMENT_VISIBILITY[settings.documentVisibility].value)
-            : notSetLabel}
         </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document language</Trans>}>
-        <DetailsValue>{textValue(settings.documentLanguage)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentLanguage, inheritedSettings?.documentLanguage)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Document timezone</Trans>}>
-        <DetailsValue>{textValue(settings.documentTimezone)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentTimezone, inheritedSettings?.documentTimezone)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Date format</Trans>}>
-        <DetailsValue>{textValue(settings.documentDateFormat)}</DetailsValue>
+        <DetailsValue>{textValue(settings.documentDateFormat, inheritedSettings?.documentDateFormat)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include sender details</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSenderDetails)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSenderDetails, inheritedSettings?.includeSenderDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include signing certificate</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeSigningCertificate)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.includeSigningCertificate, inheritedSettings?.includeSigningCertificate)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Include audit log</Trans>}>
-        <DetailsValue>{booleanValue(settings.includeAuditLog)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.includeAuditLog, inheritedSettings?.includeAuditLog)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Delegate document ownership</Trans>}>
-        <DetailsValue>{booleanValue(settings.delegateDocumentOwnership)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.delegateDocumentOwnership, inheritedSettings?.delegateDocumentOwnership)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Typed signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.typedSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.typedSignatureEnabled, inheritedSettings?.typedSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Upload signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.uploadSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.uploadSignatureEnabled, inheritedSettings?.uploadSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Draw signature</Trans>}>
-        <DetailsValue>{booleanValue(settings.drawSignatureEnabled)}</DetailsValue>
+        <DetailsValue>
+          {booleanValue(settings.drawSignatureEnabled, inheritedSettings?.drawSignatureEnabled)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding</Trans>}>
-        <DetailsValue>{booleanValue(settings.brandingEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.brandingEnabled, inheritedSettings?.brandingEnabled)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding logo</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingLogo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingLogo, inheritedSettings?.brandingLogo)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding URL</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingUrl)}</DetailsValue>
+        <DetailsValue>{textValue(settings.brandingUrl, inheritedSettings?.brandingUrl)}</DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Branding company details</Trans>}>
-        <DetailsValue>{brandingTextValue(settings.brandingCompanyDetails)}</DetailsValue>
+        <DetailsValue>
+          {textValue(settings.brandingCompanyDetails, inheritedSettings?.brandingCompanyDetails)}
+        </DetailsValue>
       </DetailsCard>
 
       <DetailsCard label={<Trans>Email reply-to</Trans>}>
-        <DetailsValue>{textValue(settings.emailReplyTo)}</DetailsValue>
+        <DetailsValue>{textValue(settings.emailReplyTo, inheritedSettings?.emailReplyTo)}</DetailsValue>
       </DetailsCard>
 
       {isTeam && parsedEmailSettings.success && (
@@ -145,7 +192,7 @@ export const AdminGlobalSettingsSection = ({ settings, isTeam = false }: AdminGl
       )}
 
       <DetailsCard label={<Trans>AI features</Trans>}>
-        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled)}</DetailsValue>
+        <DetailsValue>{booleanValue(settings.aiFeaturesEnabled, inheritedSettings?.aiFeaturesEnabled)}</DetailsValue>
       </DetailsCard>
     </div>
   );

apps/remix/app/components/general/admin-license-card.tsx

@@ -1,3 +1,4 @@
+import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import type { TCachedLicense } from '@documenso/lib/types/license';
 import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
 import { trpc } from '@documenso/trpc/react';
@@ -9,6 +10,7 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import {
   ArrowRightIcon,
   CheckCircle2Icon,
+  CopyIcon,
   EyeIcon,
   EyeOffIcon,
   KeyRoundIcon,
@@ -29,6 +31,8 @@ type AdminLicenseCardProps = {
 
 export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
   const { t, i18n } = useLingui();
+  const { toast } = useToast();
+  const [, copy] = useCopyToClipboard();
   const [isLicenseKeyVisible, setIsLicenseKeyVisible] = useState(false);
 
   const { license } = licenseData || {};
@@ -87,7 +91,7 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
           <KeyRoundIcon className="h-4 w-4 text-muted-foreground" />
         </div>
 
-        <h3 className="mb-2 flex items-end font-medium text-primary-forground text-sm leading-tight">
+        <h3 className="mb-2 flex items-end font-medium text-foreground text-sm leading-tight">
           <Trans>Documenso License</Trans>
         </h3>
 
@@ -147,6 +151,24 @@ export const AdminLicenseCard = ({ licenseData }: AdminLicenseCardProps) => {
             >
               {isLicenseKeyVisible ? <EyeOffIcon className="h-3.5 w-3.5" /> : <EyeIcon className="h-3.5 w-3.5" />}
             </Button>
+
+            <Button
+              type="button"
+              variant="ghost"
+              size="sm"
+              className="h-6 w-6 p-0 text-muted-foreground"
+              aria-label={t`Copy license key`}
+              onClick={async () =>
+                copy(license.licenseKey).then(() => {
+                  toast({
+                    title: t`Copied to clipboard`,
+                    description: t`The license key has been copied to your clipboard`,
+                  });
+                })
+              }
+            >
+              <CopyIcon className="h-3.5 w-3.5" />
+            </Button>
           </div>
         </div>
 

apps/remix/app/components/general/app-command-menu.types.ts

@@ -0,0 +1,36 @@
+import type { MessageDescriptor } from '@lingui/core';
+import type { LucideIcon } from 'lucide-react';
+
+export type PromptItem = {
+  id: string;
+  label: string | MessageDescriptor;
+  sublabel?: string;
+  path?: string;
+  onAction?: () => void;
+  icon?: LucideIcon;
+  initials?: string;
+  shortcut?: string;
+  isChecked?: boolean;
+};
+
+export type PromptCategory = {
+  id: string;
+  label: MessageDescriptor;
+  items: PromptItem[];
+  /**
+   * The number of actual results, excluding utility rows such as the
+   * "View all results" link.
+   */
+  count: number;
+  /**
+   * The count shown on the category chip, or null to not show a chip at all.
+   * Categories which only contain hardcoded page links have no chip.
+   */
+  chipCount: number | null;
+  isCapped: boolean;
+  /**
+   * Global admin categories are marked with a globe icon to distinguish them
+   * from the equally named personal categories.
+   */
+  isGlobal: boolean;
+};

apps/remix/app/components/general/claim-account.tsx

@@ -1,6 +1,7 @@
 import { authClient } from '@documenso/auth/client';
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { env } from '@documenso/lib/utils/env';
 import { zEmail } from '@documenso/lib/utils/zod';
 import { ZPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
@@ -19,7 +20,6 @@ import { useRef } from 'react';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { z } from 'zod';
-
 import { SIGNUP_ERROR_MESSAGES } from '~/components/forms/signup';
 
 export type ClaimAccountProps = {
@@ -30,7 +30,7 @@ export type ClaimAccountProps = {
 
 export const ZClaimAccountFormSchema = z
   .object({
-    name: z.string().trim().min(1, { message: msg`Please enter a valid name.`.id }),
+    name: ZNameSchema,
     email: zEmail().min(1),
     password: ZPasswordSchema,
   })

apps/remix/app/components/general/claim-limit-fields.tsx

@@ -1,11 +1,4 @@
-import {
+import { FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
-  FormControl,
-  FormDescription,
-  FormField,
-  FormItem,
-  FormLabel,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { ReactNode } from 'react';
@@ -13,6 +6,13 @@ import type { Control, FieldValues, Path } from 'react-hook-form';
 
 import { RateLimitArrayInput } from './rate-limit-array-input';
 
+/**
+ * The rate-limit editor renders its own per-row inline errors, but a submit
+ * attempt can still surface array-level Zod issues (e.g. a committed duplicate
+ * window). Rendering the field's message here guarantees the form never fails
+ * silently when those errors are not tied to a row the editor is showing.
+ */
+
 type ClaimLimitFieldsProps<T extends FieldValues> = {
   control: Control<T>;
   /** e.g. '' for the claim form, 'claims.' for the org admin form. */
@@ -20,6 +20,12 @@ type ClaimLimitFieldsProps<T extends FieldValues> = {
   disabled?: boolean;
 };
 
+type LimitGroup = {
+  title: ReactNode;
+  quotaKey: string;
+  rateLimitKey: string;
+};
+
 export const ClaimLimitFields = <T extends FieldValues>({
   control,
   prefix = '',
@@ -30,13 +36,33 @@ export const ClaimLimitFields = <T extends FieldValues>({
   // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
   const name = (key: string) => `${prefix}${key}` as Path<T>;
 
-  const renderQuotaField = (key: string, label: ReactNode, description: ReactNode) => (
+  const limitGroups: LimitGroup[] = [
+    {
+      title: <Trans>Documents</Trans>,
+      quotaKey: 'documentQuota',
+      rateLimitKey: 'documentRateLimits',
+    },
+    {
+      title: <Trans>Emails</Trans>,
+      quotaKey: 'emailQuota',
+      rateLimitKey: 'emailRateLimits',
+    },
+    {
+      title: <Trans>API</Trans>,
+      quotaKey: 'apiQuota',
+      rateLimitKey: 'apiRateLimits',
+    },
+  ];
+
+  const renderQuotaField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.quotaKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
+          <FormLabel className="text-muted-foreground text-xs">
+            <Trans>Monthly quota</Trans>
+          </FormLabel>
           <FormControl>
             <Input
               type="number"
@@ -47,20 +73,18 @@ export const ClaimLimitFields = <T extends FieldValues>({
               onChange={(e) => field.onChange(e.target.value === '' ? null : parseInt(e.target.value, 10))}
             />
           </FormControl>
-          <FormDescription>{description}</FormDescription>
           <FormMessage />
         </FormItem>
       )}
     />
   );
 
-  const renderRateLimitField = (key: string, label: ReactNode) => (
+  const renderRateLimitField = (group: LimitGroup) => (
     <FormField
       control={control}
-      name={name(key)}
+      name={name(group.rateLimitKey)}
       render={({ field }) => (
         <FormItem>
-          <FormLabel>{label}</FormLabel>
           <FormControl>
             <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
           </FormControl>
@@ -71,27 +95,30 @@ export const ClaimLimitFields = <T extends FieldValues>({
   );
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
+    <div className="space-y-3">
-      <FormLabel>
+      <div>
-        <Trans>Limits</Trans>
+        <h3 className="font-semibold text-base">
-      </FormLabel>
+          <Trans>Limits</Trans>
+        </h3>
+        <p className="mt-1 text-muted-foreground text-sm">
+          <Trans>
+            Empty quota means unlimited, 0 blocks the resource. Rate limit windows accept values like 5m, 1h or 24h.
+          </Trans>
+        </p>
+      </div>
 
-      {renderQuotaField(
+      <div className="overflow-hidden rounded-lg border">
-        'documentQuota',
+        <div className="grid grid-cols-1 divide-y divide-border md:grid-cols-3 md:divide-x md:divide-y-0">
-        <Trans>Monthly document quota</Trans>,
+          {limitGroups.map((group) => (
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+            <div key={group.quotaKey} className="space-y-4 p-4">
-      )}
+              <h4 className="font-semibold text-sm">{group.title}</h4>
-      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
 
-      {renderQuotaField(
+              {renderQuotaField(group)}
-        'emailQuota',
+              {renderRateLimitField(group)}
-        <Trans>Monthly email quota</Trans>,
+            </div>
-        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+          ))}
-      )}
+        </div>
-      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
+      </div>
-
-      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
-      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
     </div>
   );
 };

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

@@ -0,0 +1,23 @@
+import { Trans } from '@lingui/react/macro';
+import { AlertTriangleIcon } from 'lucide-react';
+
+export const DirectTemplateInvalidPageView = () => {
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <AlertTriangleIcon className="h-10 w-10 text-destructive" />
+
+        <h1 className="mt-4 font-semibold text-3xl">
+          <Trans>Invalid direct link template</Trans>
+        </h1>
+
+        <p className="mt-2 text-muted-foreground text-sm">
+          <Trans>
+            This direct link template cannot be used because one or more signers do not have a signature field assigned.
+            Please contact the sender to update the template.
+          </Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

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

@@ -4,7 +4,7 @@ import { cn } from '@documenso/ui/lib/utils';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
+import { CheckCircle2, Clock, File, TimerOff, XCircle } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 import type { HTMLAttributes } from 'react';
 
@@ -46,6 +46,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
     icon: XCircle,
     color: 'text-red-500 dark:text-red-300',
   },
+  EXPIRED: {
+    label: msg`Expired`,
+    labelExtended: msg`Document expired`,
+    icon: TimerOff,
+    color: 'text-orange-500 dark:text-orange-300',
+  },
   INBOX: {
     label: msg`Inbox`,
     labelExtended: msg`Document inbox`,

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

@@ -270,7 +270,7 @@ export const EnvelopeEditorFieldDragDrop = ({
       {selectedField && (
         <div
           className={cn(
-            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted-background',
+            'pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white font-noto text-muted-foreground ring-2 transition duration-200 [container-type:size] dark:text-muted',
             selectedRecipientStyles.base,
             selectedField === FieldType.SIGNATURE && 'font-signature',
             {

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

@@ -54,6 +54,7 @@ import { useCurrentTeam } from '~/providers/team';
 
 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
 import { EnvelopeEditorFieldsPageRenderer } from './envelope-editor-fields-page-renderer';
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 import { EnvelopeRecipientSelector } from './envelope-recipient-selector';
 
@@ -238,6 +239,8 @@ export const EnvelopeEditorFieldsPage = () => {
           }
         />
 
+        <EnvelopeEditorInvalidDirectTemplateAlert />
+
         {/* Document View */}
         <div className="mt-4 flex h-full flex-col items-center justify-center">
           {envelope.recipients.length === 0 && (

apps/remix/app/components/general/envelope-editor/envelope-editor-invalid-direct-template-alert.tsx

@@ -0,0 +1,55 @@
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Trans } from '@lingui/react/macro';
+import { useMemo } from 'react';
+
+export type EnvelopeEditorInvalidDirectTemplateAlertProps = {
+  className?: string;
+};
+
+/**
+ * Warns that a direct link template cannot be used because one or more signers
+ * are missing a signature field.
+ */
+export const EnvelopeEditorInvalidDirectTemplateAlert = ({
+  className,
+}: EnvelopeEditorInvalidDirectTemplateAlertProps) => {
+  const { envelope, isTemplate } = useCurrentEnvelopeEditor();
+
+  const signersMissingSignatureFields = useMemo(() => {
+    if (!isTemplate || !envelope.directLink?.enabled) {
+      return [];
+    }
+
+    return getRecipientsWithMissingFields(envelope.recipients, envelope.fields);
+  }, [isTemplate, envelope.directLink, envelope.recipients, envelope.fields]);
+
+  if (signersMissingSignatureFields.length === 0) {
+    return null;
+  }
+
+  return (
+    <Alert
+      variant="destructive"
+      className={cn('mx-auto w-full max-w-[800px] flex-row items-start gap-3 rounded-sm', className)}
+    >
+      <AlertTitle>
+        <Trans>Invalid direct link template</Trans>
+      </AlertTitle>
+
+      <AlertDescription>
+        <Trans>
+          Recipients cannot use this direct link template because the following signers are missing a signature field
+        </Trans>
+
+        <ul className="list-disc pl-5">
+          {signersMissingSignatureFields.map((recipient, i) => (
+            <li key={recipient.id}>{recipient.email || recipient.name || `Recipient ${i + 1}`}</li>
+          ))}
+        </ul>
+      </AlertDescription>
+    </Alert>
+  );
+};

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

@@ -22,6 +22,7 @@ import { match } from 'ts-pattern';
 import { EnvelopeGenericPageRenderer } from '~/components/general/envelope-editor/envelope-generic-page-renderer';
 import { EnvelopePdfViewer } from '~/components/general/pdf-viewer/envelope-pdf-viewer';
 
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 
 export const EnvelopeEditorPreviewPage = () => {
@@ -228,6 +229,8 @@ export const EnvelopeEditorPreviewPage = () => {
           {/* Horizontal envelope item selector */}
           <EnvelopeRendererFileSelector className="px-0" fields={editorFields.localFields} />
 
+          <EnvelopeEditorInvalidDirectTemplateAlert className="mb-4" />
+
           <Alert variant="warning" className="mx-auto max-w-[800px]">
             <AlertTitle>
               <Trans>Preview Mode</Trans>

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

@@ -7,7 +7,12 @@ import { useOptionalSession } from '@documenso/lib/client-only/providers/session
 import type { TDetectedRecipientSchema } from '@documenso/lib/server-only/ai/envelope/detect-recipients/schema';
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { nanoid } from '@documenso/lib/universal/id';
-import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
+import {
+  isAssistantLastSigner,
+  isCcRecipient,
+  normalizeRecipientSigningOrders,
+  canRecipientBeModified as utilCanRecipientBeModified,
+} from '@documenso/lib/utils/recipients';
 import { trpc } from '@documenso/trpc/react';
 import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
 import {
@@ -156,16 +161,12 @@ export const EnvelopeEditorRecipientForm = () => {
   }, [watchedSigners]);
 
   const normalizeSigningOrders = (signers: typeof watchedSigners) => {
-    return signers
+    return normalizeRecipientSigningOrders(signers, (signer) => canRecipientBeModified(signer.id));
-      .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
-      .map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
   };
 
-  const {
+  const activeRecipientCount = watchedSigners.filter((signer) => !isCcRecipient(signer)).length;
-    append: appendSigner,
+
-    fields: signers,
+  const { fields: signers, remove: removeSigner } = useFieldArray({
-    remove: removeSigner,
-  } = useFieldArray({
     control,
     name: 'signers',
     keyName: 'nativeId',
@@ -208,14 +209,31 @@ export const EnvelopeEditorRecipientForm = () => {
     return utilCanRecipientBeModified(recipient, fields);
   };
 
+  const appendNormalizedSigner = (signer: (typeof watchedSigners)[number], shouldFocus = false) => {
+    const updatedSigners = normalizeSigningOrders([...form.getValues('signers'), signer]);
+
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+
+    if (shouldFocus) {
+      const signerIndex = updatedSigners.findIndex((updatedSigner) => updatedSigner.formId === signer.formId);
+
+      if (signerIndex !== -1) {
+        requestAnimationFrame(() => form.setFocus(`signers.${signerIndex}.email`));
+      }
+    }
+  };
+
   const onAddSigner = () => {
-    appendSigner({
+    appendNormalizedSigner({
       formId: nanoid(12),
       name: '',
       email: '',
       role: RecipientRole.SIGNER,
       actionAuth: [],
-      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+      signingOrder: activeRecipientCount + 1,
     });
   };
 
@@ -323,18 +341,16 @@ export const EnvelopeEditorRecipientForm = () => {
 
       form.setFocus(`signers.${emptySignerIndex}.email`);
     } else {
-      appendSigner(
+      appendNormalizedSigner(
         {
           formId: nanoid(12),
           name: currentEditorName ?? '',
           email: currentEditorEmail ?? '',
           role: RecipientRole.SIGNER,
           actionAuth: [],
-          signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+          signingOrder: activeRecipientCount + 1,
-        },
-        {
-          shouldFocus: true,
         },
+        true,
       );
 
       void form.trigger('signers');
@@ -369,18 +385,14 @@ export const EnvelopeEditorRecipientForm = () => {
 
       items.splice(insertIndex, 0, reorderedSigner);
 
-      const updatedSigners = items.map((signer, index) => ({
+      const updatedSigners = normalizeSigningOrders(items);
-        ...signer,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
-      }));
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      const lastSigner = updatedSigners[updatedSigners.length - 1];
+      if (isAssistantLastSigner(updatedSigners)) {
-      if (lastSigner.role === RecipientRole.ASSISTANT) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -411,18 +423,19 @@ export const EnvelopeEditorRecipientForm = () => {
         return;
       }
 
-      const updatedSigners = currentSigners.map((signer, idx) => ({
+      const updatedSigners = normalizeSigningOrders(
-        ...signer,
+        currentSigners.map((signer, idx) => ({
-        role: idx === index ? role : signer.role,
+          ...signer,
-        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
+          role: idx === index ? role : signer.role,
-      }));
+        })),
+      );
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
+      if (role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -447,22 +460,30 @@ export const EnvelopeEditorRecipientForm = () => {
       const currentSigners = form.getValues('signers');
       const signer = currentSigners[index];
 
-      // Remove signer from current position and insert at new position
+      if (isCcRecipient(signer)) {
-      const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
+        return;
-      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
+      }
-      remainingSigners.splice(newPosition, 0, signer);
 
-      const updatedSigners = remainingSigners.map((s, idx) => ({
+      const nonCcSigners = currentSigners.filter((s) => !isCcRecipient(s));
-        ...s,
+      const ccSigners = currentSigners.filter((s) => isCcRecipient(s));
-        signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
+      const currentSigningOrderIndex = nonCcSigners.findIndex((s) => s.formId === signer.formId);
-      }));
+
+      if (currentSigningOrderIndex === -1) {
+        return;
+      }
+
+      const [reorderedSigner] = nonCcSigners.splice(currentSigningOrderIndex, 1);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), nonCcSigners.length);
+      nonCcSigners.splice(newPosition, 0, reorderedSigner);
+
+      const updatedSigners = normalizeSigningOrders([...nonCcSigners, ...ccSigners]);
 
       form.setValue('signers', updatedSigners, {
         shouldValidate: true,
         shouldDirty: true,
       });
 
-      if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
+      if (signer.role === RecipientRole.ASSISTANT && isAssistantLastSigner(updatedSigners)) {
         toast({
           title: t`Warning: Assistant as last signer`,
           description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
@@ -476,10 +497,12 @@ export const EnvelopeEditorRecipientForm = () => {
     setShowSigningOrderConfirmation(false);
 
     const currentSigners = form.getValues('signers');
-    const updatedSigners = currentSigners.map((signer) => ({
+    const updatedSigners = normalizeSigningOrders(
-      ...signer,
+      currentSigners.map((signer) => ({
-      role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+        ...signer,
-    }));
+        role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+      })),
+    );
 
     form.setValue('signers', updatedSigners, {
       shouldValidate: true,
@@ -796,6 +819,7 @@ export const EnvelopeEditorRecipientForm = () => {
                         isDragDisabled={
                           !isSigningOrderSequential ||
                           isSubmitting ||
+                          isCcRecipient(signer) ||
                           !canRecipientBeModified(signer.id) ||
                           !signer.signingOrder
                         }
@@ -819,7 +843,11 @@ export const EnvelopeEditorRecipientForm = () => {
                               })}
                             >
                               <div className="flex flex-row items-center gap-x-2">
-                                {isSigningOrderSequential && (
+                                {isSigningOrderSequential && isCcRecipient(signer) && (
+                                  <div className="mt-auto h-10 w-[4.25rem] flex-shrink-0" />
+                                )}
+
+                                {isSigningOrderSequential && !isCcRecipient(signer) && (
                                   <FormField
                                     control={form.control}
                                     name={`signers.${index}.signingOrder`}
@@ -835,7 +863,7 @@ export const EnvelopeEditorRecipientForm = () => {
                                         <FormControl>
                                           <Input
                                             type="number"
-                                            max={signers.length}
+                                            max={activeRecipientCount}
                                             data-testid="signing-order-input"
                                             className={cn(
                                               'w-10 text-center',
@@ -976,7 +1004,6 @@ export const EnvelopeEditorRecipientForm = () => {
                                           onValueChange={(value) => {
                                             // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
                                             handleRoleChange(index, value as RecipientRole);
-                                            field.onChange(value);
                                           }}
                                           disabled={
                                             snapshot.isDragging || isSubmitting || !canRecipientBeModified(signer.id)

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

@@ -26,6 +26,7 @@ import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from
 
 import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
 
+import { EnvelopeEditorInvalidDirectTemplateAlert } from './envelope-editor-invalid-direct-template-alert';
 import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
 import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
 
@@ -449,6 +450,9 @@ export const EnvelopeEditorUploadPage = () => {
   return (
     <div className="mx-auto max-w-4xl space-y-6 p-8">
       <input {...getReplaceInputProps()} />
+
+      <EnvelopeEditorInvalidDirectTemplateAlert className="max-w-none" />
+
       <Card backdropBlur={false} className="border">
         <CardHeader className="pb-3">
           <CardTitle>

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

@@ -174,7 +174,7 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
               {type === EnvelopeType.DOCUMENT ? <Trans>Upload Document</Trans> : <Trans>Upload Template</Trans>}
             </h2>
 
-            <p className="mt-4 text-md text-muted-foreground">
+            <p className="mt-4 text-base text-muted-foreground">
               <Trans>Drag and drop your document here</Trans>
             </p>
 

apps/remix/app/components/general/organisation-usage-panel.tsx

@@ -1,13 +1,38 @@
 import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+import {
+  getQuotaUsagePercent,
+  isQuotaExceeded,
+  isQuotaNearing,
+  normalizeCapacityLimit,
+} from '@documenso/lib/universal/quota-usage';
+import { cn } from '@documenso/ui/lib/utils';
+import type { BadgeProps } from '@documenso/ui/primitives/badge';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Progress } from '@documenso/ui/primitives/progress';
 import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
 
 import { Trans } from '@lingui/react/macro';
 import type { OrganisationClaim, OrganisationMonthlyStat } from '@prisma/client';
-import { useState } from 'react';
+import type { LucideIcon } from 'lucide-react';
-import { match } from 'ts-pattern';
+import { FileIcon, MailIcon, MailOpenIcon, PlugIcon, UsersIcon, UsersRoundIcon } from 'lucide-react';
+import type { ReactNode } from 'react';
+import { useId, useState } from 'react';
+
 import { OrganisationUsageResetButton } from './organisation-usage-reset-button';
 
+type CapacityUsage = {
+  members: number;
+  teams: number;
+};
+
+type UsageRow = {
+  counter: 'document' | 'email' | 'api';
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  effectiveLimit: number | null;
+};
+
 type OrganisationUsagePanelProps = {
   organisationId: string;
   monthlyStats: Pick<
@@ -15,13 +40,151 @@ type OrganisationUsagePanelProps = {
     'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
   >[];
   organisationClaim: OrganisationClaim;
+  capacityUsage?: CapacityUsage;
+};
+
+type UsageCardState = {
+  status: {
+    label: ReactNode;
+    variant: NonNullable<BadgeProps['variant']>;
+  };
+  percent: number;
+  hasFiniteLimit: boolean;
+  progressClassName: string;
+  subtext: ReactNode;
+};
+
+type UsageCardStateOptions = {
+  used: number;
+  limit: number | null | undefined;
+  footnote?: ReactNode;
+};
+
+const getUsageCardState = ({ used, limit, footnote }: UsageCardStateOptions): UsageCardState => {
+  const percent = getQuotaUsagePercent(used, limit ?? null);
+  const hasFiniteLimit = Boolean(limit && limit > 0);
+
+  if (limit === null || limit === undefined) {
+    return {
+      status: { label: <Trans>Unlimited</Trans>, variant: 'neutral' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (limit === 0) {
+    return {
+      status: { label: <Trans>Blocked</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '',
+      subtext: footnote ?? <Trans>Resource blocked</Trans>,
+    };
+  }
+
+  if (used > limit) {
+    return {
+      status: { label: <Trans>Exceeded</Trans>, variant: 'destructive' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-destructive',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaExceeded(limit, used)) {
+    return {
+      status: { label: <Trans>Limit reached</Trans>, variant: 'orange' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-orange-500 dark:[&>div]:bg-orange-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  if (isQuotaNearing(limit, used)) {
+    return {
+      status: { label: <Trans>Near limit</Trans>, variant: 'warning' },
+      percent,
+      hasFiniteLimit,
+      progressClassName: '[&>div]:bg-yellow-500 dark:[&>div]:bg-yellow-400',
+      subtext: footnote ?? null,
+    };
+  }
+
+  return {
+    status: { label: <Trans>Within limit</Trans>, variant: 'default' },
+    percent,
+    hasFiniteLimit,
+    progressClassName: '',
+    subtext: footnote ?? null,
+  };
+};
+
+type UsageStatCardProps = {
+  label: ReactNode;
+  icon: LucideIcon;
+  used: number;
+  limit: number | null | undefined;
+  /** When true the card is a plain counter with no limit, status or progress. */
+  countOnly?: boolean;
+  footnote?: ReactNode;
+  action?: ReactNode;
+};
+
+const UsageStatCard = ({ label, icon: Icon, used, limit, countOnly = false, footnote, action }: UsageStatCardProps) => {
+  const { status, percent, hasFiniteLimit, progressClassName, subtext } = getUsageCardState({ used, limit, footnote });
+
+  return (
+    <div className="flex flex-col rounded-lg border bg-background p-5">
+      <div className="flex items-center justify-between gap-3">
+        <div className="flex items-center gap-2 font-medium text-foreground text-sm">
+          <Icon className="h-4 w-4 text-muted-foreground" />
+          <span>{label}</span>
+        </div>
+
+        {!countOnly && (
+          <Badge variant={status.variant} size="small">
+            {status.label}
+          </Badge>
+        )}
+      </div>
+
+      <div className="mt-4 flex flex-1 flex-col">
+        <div className="flex items-baseline justify-between gap-2">
+          <div className="flex items-baseline gap-1.5">
+            <span className="font-semibold text-3xl text-foreground tabular-nums tracking-tight">
+              {used.toLocaleString()}
+            </span>
+            {hasFiniteLimit ? (
+              <span className="text-base text-muted-foreground tabular-nums">/ {limit?.toLocaleString()}</span>
+            ) : null}
+          </div>
+
+          {hasFiniteLimit ? (
+            <span className="font-medium text-muted-foreground text-sm tabular-nums">{percent}%</span>
+          ) : null}
+        </div>
+
+        {hasFiniteLimit ? <Progress className={cn('mt-3 h-2', progressClassName)} value={percent} /> : null}
+
+        {subtext ? <p className="mt-2 text-muted-foreground text-xs">{subtext}</p> : null}
+      </div>
+
+      {action ? <div className="mt-4 flex justify-end border-t pt-4">{action}</div> : null}
+    </div>
+  );
 };
 
 export const OrganisationUsagePanel = ({
   organisationId,
   monthlyStats,
   organisationClaim,
+  capacityUsage,
 }: OrganisationUsagePanelProps) => {
+  const monthlyUsagePeriodId = useId();
   const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);
 
   const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
@@ -30,86 +193,105 @@ export const OrganisationUsagePanel = ({
   // current period), so only offer the reset action when viewing the current month.
   const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();
 
-  const rows = [
+  const capacityRows = capacityUsage
+    ? [
+        {
+          key: 'members',
+          label: <Trans>Members</Trans>,
+          icon: UsersIcon,
+          used: capacityUsage.members,
+          limit: normalizeCapacityLimit(organisationClaim.memberCount),
+        },
+        {
+          key: 'teams',
+          label: <Trans>Teams</Trans>,
+          icon: UsersRoundIcon,
+          used: capacityUsage.teams,
+          limit: normalizeCapacityLimit(organisationClaim.teamCount),
+        },
+      ]
+    : [];
+
+  const monthlyRows: UsageRow[] = [
     {
-      counter: 'document' as const,
+      counter: 'document',
       label: <Trans>Documents</Trans>,
+      icon: FileIcon,
       used: selectedStat?.documentCount ?? 0,
       effectiveLimit: organisationClaim.documentQuota,
     },
     {
-      counter: 'email' as const,
+      counter: 'email',
       label: <Trans>Emails</Trans>,
+      icon: MailIcon,
       used: selectedStat?.emailCount ?? 0,
       effectiveLimit: organisationClaim.emailQuota,
     },
     {
-      counter: 'api' as const,
+      counter: 'api',
       label: <Trans>API requests</Trans>,
+      icon: PlugIcon,
       used: selectedStat?.apiCount ?? 0,
       effectiveLimit: organisationClaim.apiQuota,
     },
   ];
 
   return (
-    <div className="space-y-4 rounded-md border p-4">
+    <div className="mt-4 space-y-6">
-      <div className="flex items-center justify-between gap-2">
+      {capacityRows.length > 0 ? (
-        <h3 className="font-medium text-sm">
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
-          <Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
+          {capacityRows.map((row) => (
-        </h3>
+            <UsageStatCard key={row.key} label={row.label} icon={row.icon} used={row.used} limit={row.limit} />
+          ))}
+        </div>
+      ) : null}
 
-        {monthlyStats.length > 0 && (
+      <div className="space-y-3">
-          <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
+        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
-            <SelectTrigger className="w-40">
+          <h3 id={monthlyUsagePeriodId} className="font-semibold text-base">
-              <SelectValue />
+            <Trans>Monthly usage</Trans>
-            </SelectTrigger>
+          </h3>
-            <SelectContent>
-              {monthlyStats.map((stat) => (
-                <SelectItem key={stat.period} value={stat.period}>
-                  {stat.period}
-                </SelectItem>
-              ))}
-            </SelectContent>
-          </Select>
-        )}
-      </div>
 
-      {rows.map((row) => {
+          {monthlyStats.length > 0 ? (
-        const percent =
+            <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
-          row.effectiveLimit && row.effectiveLimit > 0
+              <SelectTrigger className="h-9 w-full sm:w-44" aria-labelledby={monthlyUsagePeriodId}>
-            ? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
+                <SelectValue />
-            : 0;
+              </SelectTrigger>
+              <SelectContent>
+                {monthlyStats.map((stat) => (
+                  <SelectItem key={stat.period} value={stat.period}>
+                    {stat.period}
+                  </SelectItem>
+                ))}
+              </SelectContent>
+            </Select>
+          ) : null}
+        </div>
 
-        return (
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2 xl:grid-cols-3">
-          <div key={row.counter} className="space-y-1">
+          {monthlyRows.map((row) => (
-            <div className="flex items-center justify-between text-sm">
+            <UsageStatCard
-              <span>{row.label}</span>
+              key={row.counter}
-              <span className="text-muted-foreground">
+              label={row.label}
-                {row.used} /{' '}
+              icon={row.icon}
-                {match(row.effectiveLimit)
+              used={row.used}
-                  .with(null, () => <Trans>Unlimited</Trans>)
+              limit={row.effectiveLimit}
-                  .with(0, () => <Trans>Blocked</Trans>)
+              action={
-                  .otherwise(String)}
+                selectedStat && isCurrentPeriod ? (
-              </span>
+                  <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
-            </div>
+                ) : undefined
+              }
+            />
+          ))}
 
-            {row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
+          <UsageStatCard
-
+            label={<Trans>Reports</Trans>}
-            {selectedStat && isCurrentPeriod && (
+            icon={MailOpenIcon}
-              <div className="flex w-full justify-end pt-1">
+            used={selectedStat?.emailReports ?? 0}
-                <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
+            limit={null}
-              </div>
+            countOnly
-            )}
+            footnote={<Trans>Sent this period</Trans>}
-          </div>
+          />
-        );
-      })}
-
-      <div className="space-y-1">
-        <div className="flex items-center justify-between text-sm">
-          <span>
-            <Trans>Reports</Trans>
-          </span>
-          <span className="text-muted-foreground">{selectedStat?.emailReports ?? 0}</span>
         </div>
       </div>
     </div>

apps/remix/app/components/general/organisation-usage-reset-button.tsx

@@ -2,6 +2,7 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { Trans, useLingui } from '@lingui/react/macro';
+import { RotateCcwIcon } from 'lucide-react';
 import { useRevalidator } from 'react-router';
 
 type OrganisationUsageResetButtonProps = {
@@ -32,6 +33,7 @@ export const OrganisationUsageResetButton = ({ organisationId, counter }: Organi
       loading={isPending}
       onClick={() => reset({ organisationId, counter })}
     >
+      <RotateCcwIcon className="mr-2 h-3.5 w-3.5" />
       <Trans>Reset</Trans>
     </Button>
   );

apps/remix/app/components/general/rate-limit-array-input.tsx

@@ -1,7 +1,9 @@
+import { RATE_LIMIT_WINDOW_REGEX } from '@documenso/lib/types/subscription';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import { PlusIcon, Trash2Icon } from 'lucide-react';
+import { useState } from 'react';
 
 type RateLimitEntryValue = { window: string; max: number };
 
@@ -11,50 +13,153 @@ type RateLimitArrayInputProps = {
   disabled?: boolean;
 };
 
+const EMPTY_ENTRY: RateLimitEntryValue = { window: '', max: 0 };
+
+/** A row counts as "started" once either field has input; fully-empty rows are dropped on commit. */
+const hasEntryInput = (entry: RateLimitEntryValue) => entry.window.trim() !== '' || entry.max > 0;
+
+/** Keep in-progress rows; drop rows that are completely empty. */
+const persistEntries = (entries: RateLimitEntryValue[]) => {
+  return entries.map((entry) => ({ ...entry, window: entry.window.trim() })).filter(hasEntryInput);
+};
+
 export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
-  const entries = value ?? [];
+  const { t } = useLingui();
+  const [draftEntry, setDraftEntry] = useState<RateLimitEntryValue | null>(null);
+
+  const entries = draftEntry ? [...value, draftEntry] : value.length ? value : [EMPTY_ENTRY];
+
+  const getWindowError = (entry: RateLimitEntryValue, index: number) => {
+    const window = entry.window.trim();
+
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    if (window === '') {
+      return t`Enter a window, e.g. 5m`;
+    }
+
+    if (!RATE_LIMIT_WINDOW_REGEX.test(window)) {
+      return t`Use a duration with a unit, e.g. 5m, 1h, or 24h`;
+    }
+
+    const isDuplicateWindow = entries.some((otherEntry, otherIndex) => {
+      return otherIndex !== index && otherEntry.window.trim() === window;
+    });
+
+    return isDuplicateWindow ? t`Use a unique window for each rate limit` : null;
+  };
+
+  const getMaxError = (entry: RateLimitEntryValue) => {
+    if (!hasEntryInput(entry)) {
+      return null;
+    }
+
+    return entry.max > 0 ? null : t`Enter a max request count greater than 0`;
+  };
 
   const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
-    const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    if (index >= value.length) {
-    onChange(next);
+      const nextDraftEntry = { ...(draftEntry ?? EMPTY_ENTRY), ...patch };
+
+      if (hasEntryInput(nextDraftEntry)) {
+        onChange(persistEntries([...value, nextDraftEntry]));
+        setDraftEntry(null);
+        return;
+      }
+
+      setDraftEntry(nextDraftEntry);
+      return;
+    }
+
+    const next = value.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    onChange(persistEntries(next));
   };
 
   const removeEntry = (index: number) => {
-    onChange(entries.filter((_, i) => i !== index));
+    if (index >= value.length) {
+      setDraftEntry(null);
+      return;
+    }
+
+    const next = value.filter((_, i) => i !== index);
+    onChange(persistEntries(next));
   };
 
   const addEntry = () => {
-    onChange([...entries, { window: '5m', max: 100 }]);
+    setDraftEntry(EMPTY_ENTRY);
   };
 
+  const hasErrors = entries.some((entry, index) => getWindowError(entry, index) || getMaxError(entry));
+  const isAddDisabled = disabled || value.length === 0 || Boolean(draftEntry) || hasErrors;
+
   return (
     <div className="space-y-2">
-      {entries.map((entry, index) => (
+      <div className="flex items-center gap-2 text-muted-foreground text-xs">
-        <div key={index} className="flex items-center gap-2">
+        <span className="w-20 shrink-0">
-          <Input
+          <Trans>Window</Trans>
-            className="w-24"
+        </span>
-            placeholder="5m"
+        <span className="flex-1">
-            value={entry.window}
+          <Trans>Max requests</Trans>
-            disabled={disabled}
+        </span>
-            onChange={(e) => updateEntry(index, { window: e.target.value })}
+        <span className="w-9 shrink-0" aria-hidden="true" />
-          />
+      </div>
-          <Input
-            className="w-32"
-            type="number"
-            min={1}
-            value={entry.max}
-            disabled={disabled}
-            onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
-          />
-          <Button type="button" variant="ghost" size="sm" disabled={disabled} onClick={() => removeEntry(index)}>
-            <Trash2Icon className="h-4 w-4" />
-          </Button>
-        </div>
-      ))}
 
-      <Button type="button" variant="secondary" size="sm" disabled={disabled} onClick={addEntry}>
+      {entries.map((entry, index) => {
+        const windowError = getWindowError(entry, index);
+        const maxError = getMaxError(entry);
+
+        return (
+          <div key={index} className="space-y-1">
+            <div className="flex items-center gap-2">
+              <Input
+                className="w-20 shrink-0"
+                placeholder="5m"
+                value={entry.window}
+                disabled={disabled}
+                aria-invalid={Boolean(windowError)}
+                onChange={(e) => updateEntry(index, { window: e.target.value })}
+              />
+              <Input
+                className="flex-1"
+                type="number"
+                min={1}
+                placeholder="100"
+                value={entry.max || ''}
+                disabled={disabled}
+                aria-invalid={Boolean(maxError)}
+                onChange={(e) => updateEntry(index, { max: parseInt(e.target.value, 10) || 0 })}
+              />
+              <Button
+                type="button"
+                variant="ghost"
+                size="sm"
+                className="h-9 w-9 shrink-0 p-0 text-muted-foreground hover:text-foreground"
+                disabled={disabled}
+                aria-label={t`Remove rate limit`}
+                onClick={() => removeEntry(index)}
+              >
+                <Trash2Icon className="h-4 w-4" />
+              </Button>
+            </div>
+
+            {windowError ? <p className="text-destructive text-xs">{windowError}</p> : null}
+            {maxError ? <p className="text-destructive text-xs">{maxError}</p> : null}
+          </div>
+        );
+      })}
+
+      <Button
+        type="button"
+        variant="outline"
+        size="sm"
+        className="w-full border-dashed"
+        disabled={isAddDisabled}
+        onClick={addEntry}
+      >
         <PlusIcon className="mr-2 h-4 w-4" />
-        <Trans>Add rate limit</Trans>
+        <Trans>Add rate limit window</Trans>
       </Button>
     </div>
   );

apps/remix/app/components/general/use-admin-search-categories.ts

@@ -0,0 +1,144 @@
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
+import { isAdmin } from '@documenso/lib/utils/is-admin';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import type { TAdminSearchResultType } from '@documenso/trpc/server/admin-router/admin-search.types';
+import { ADMIN_SEARCH_MAX_QUERY_LENGTH } from '@documenso/trpc/server/admin-router/admin-search.types';
+
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { keepPreviousData } from '@tanstack/react-query';
+import type { LucideIcon } from 'lucide-react';
+import { ArrowRightIcon, Building2Icon, CreditCardIcon, FileTextIcon, UserIcon, UsersIcon } from 'lucide-react';
+import { useMemo } from 'react';
+import type { PromptCategory, PromptItem } from './app-command-menu.types';
+
+/**
+ * The maximum number of results the admin search returns per resource type.
+ */
+const ADMIN_SEARCH_RESULTS_CAP = 5;
+
+const ADMIN_GROUP_LABELS: Record<TAdminSearchResultType, MessageDescriptor> = {
+  document: msg`Documents`,
+  user: msg`Users`,
+  organisation: msg`Organisations`,
+  team: msg`Teams`,
+  recipient: msg`Recipients`,
+  subscription: msg`Subscriptions`,
+};
+
+const ADMIN_GROUP_ICONS: Record<TAdminSearchResultType, LucideIcon> = {
+  document: FileTextIcon,
+  user: UserIcon,
+  organisation: Building2Icon,
+  team: UsersIcon,
+  recipient: UserIcon,
+  subscription: CreditCardIcon,
+};
+
+/**
+ * Admin list pages which support prefilling their search from the URL, used
+ * for the "View all results" links on capped groups. Teams, recipients and
+ * subscriptions have no admin list pages.
+ */
+const ADMIN_GROUP_LIST_PATHS: Partial<Record<TAdminSearchResultType, (_query: string) => string>> = {
+  document: (query) => `/admin/documents?term=${encodeURIComponent(query)}`,
+  user: (query) => `/admin/users?search=${encodeURIComponent(query)}`,
+  organisation: (query) => `/admin/organisations?query=${encodeURIComponent(query)}`,
+};
+
+export type UseAdminSearchCategoriesOptions = {
+  /**
+   * The trimmed, debounced search query.
+   */
+  query: string;
+  open: boolean;
+};
+
+/**
+ * The isolated admin portion of the command prompt: searches every admin
+ * resource and maps the results to prompt categories marked as global.
+ *
+ * Returns no categories and never queries for non admin users. The admin
+ * search endpoint is additionally guarded server side by the admin procedure.
+ */
+export const useAdminSearchCategories = ({ query, open }: UseAdminSearchCategoriesOptions) => {
+  const { user } = useSession();
+
+  const isUserAdmin = isAdmin(user);
+
+  // Admin searches hit every resource table, so require a longer query unless
+  // it is a number, which could be a resource ID of any length. Queries over
+  // the endpoint's length limit are skipped entirely instead of being sent
+  // and rejected.
+  const hasValidAdminSearch =
+    isUserAdmin && query.length <= ADMIN_SEARCH_MAX_QUERY_LENGTH && (query.length > 3 || /^\d+$/.test(query));
+
+  const {
+    data: adminSearchData,
+    isFetching,
+    isError,
+  } = trpcReact.admin.search.useQuery(
+    {
+      query,
+    },
+    {
+      enabled: open && hasValidAdminSearch,
+      placeholderData: keepPreviousData,
+      // Retyping is the retry in a search-as-you-type flow: fail fast so the
+      // prompt can surface an honest error state instead of retrying.
+      retry: false,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    },
+  );
+
+  const categories = useMemo((): PromptCategory[] => {
+    if (!hasValidAdminSearch || !adminSearchData) {
+      return [];
+    }
+
+    return adminSearchData.groups.map((group) => {
+      const isCapped = group.results.length >= ADMIN_SEARCH_RESULTS_CAP;
+      const buildListPath = ADMIN_GROUP_LIST_PATHS[group.type];
+
+      const items: PromptItem[] = group.results.map((result) => ({
+        id: `admin-${group.type}-${result.value}`,
+        label: result.label,
+        sublabel: result.sublabel,
+        path: result.path,
+        icon: ADMIN_GROUP_ICONS[group.type],
+        initials: group.type === 'user' || group.type === 'recipient' ? extractInitials(result.label) : undefined,
+      }));
+
+      // Capped groups link to the full admin list page with the search
+      // prefilled so the cap is never a dead end.
+      if (isCapped && buildListPath) {
+        items.push({
+          id: `admin-${group.type}-view-all`,
+          label: msg`View all results`,
+          path: buildListPath(query),
+          icon: ArrowRightIcon,
+        });
+      }
+
+      return {
+        id: `admin-${group.type}`,
+        label: ADMIN_GROUP_LABELS[group.type],
+        items,
+        count: group.results.length,
+        chipCount: group.results.length,
+        isCapped,
+        isGlobal: true,
+      };
+    });
+  }, [hasValidAdminSearch, adminSearchData, query]);
+
+  return {
+    isUserAdmin,
+    categories,
+    isFetching,
+    isError,
+  };
+};

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

@@ -1,7 +1,7 @@
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { Bird, CheckCircle2, XCircle } from 'lucide-react';
+import { Bird, CheckCircle2, TimerOff, XCircle } from 'lucide-react';
 import { match } from 'ts-pattern';
 
 export type DocumentsTableEmptyStateProps = { status: ExtendedDocumentStatus };
@@ -29,6 +29,16 @@ export const DocumentsTableEmptyState = ({ status }: DocumentsTableEmptyStatePro
       message: msg`There are no cancelled documents. Documents you cancel will remain here as a record that they were distributed.`,
       icon: XCircle,
     }))
+    .with(ExtendedDocumentStatus.REJECTED, () => ({
+      title: msg`No rejected documents`,
+      message: msg`There are no rejected documents. Documents that a recipient declines to sign will appear here.`,
+      icon: XCircle,
+    }))
+    .with(ExtendedDocumentStatus.EXPIRED, () => ({
+      title: msg`No expired documents`,
+      message: msg`There are no documents with expired signing links. You can redistribute a document to renew its expiration.`,
+      icon: TimerOff,
+    }))
     .with(ExtendedDocumentStatus.ALL, () => ({
       title: msg`We're all empty`,
       message: msg`You have not yet created or received any documents. To create a document please upload one.`,

apps/remix/app/components/tables/settings-security-passkey-table-actions.tsx

@@ -1,3 +1,4 @@
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -29,7 +30,7 @@ export type SettingsSecurityPasskeyTableActionsProps = {
 };
 
 const ZUpdatePasskeySchema = z.object({
-  name: z.string(),
+  name: ZNameSchema,
 });
 
 type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;

apps/remix/app/entry.client.tsx

@@ -3,27 +3,32 @@ import { dynamicActivate } from '@documenso/lib/utils/i18n';
 import { i18n } from '@lingui/core';
 import { detect, fromHtmlTag } from '@lingui/detect-locale';
 import { I18nProvider } from '@lingui/react';
-import { StrictMode, startTransition, useEffect } from 'react';
+import { StrictMode, startTransition } from 'react';
 import { hydrateRoot } from 'react-dom/client';
 import { HydratedRouter } from 'react-router/dom';
 
 import './utils/polyfills/promise-with-resolvers';
 
-function PosthogInit() {
+/**
+ * Initialised imperatively (not as a component inside `hydrateRoot`) because
+ * rendering extra client-only siblings changes the React tree structure
+ * relative to the server render in `entry.server.tsx`. That shifts every
+ * `useId` value (used by Radix for `id`/`htmlFor`/`aria-*`), causing hydration
+ * mismatches which can abort hydration entirely when the user interacts with
+ * the page early, leaving dead event handlers (broken dropdowns, native form
+ * submits).
+ */
+function initPosthog() {
   const postHogConfig = extractPostHogConfig();
 
-  useEffect(() => {
+  if (postHogConfig) {
-    if (postHogConfig) {
+    void import('posthog-js').then(({ default: posthog }) => {
-      void import('posthog-js').then(({ default: posthog }) => {
+      posthog.init(postHogConfig.key, {
-        posthog.init(postHogConfig.key, {
+        api_host: postHogConfig.host,
-          api_host: postHogConfig.host,
+        capture_exceptions: true,
-          capture_exceptions: true,
-        });
       });
-    }
+    });
-  }, []);
+  }
-
-  return null;
 }
 
 async function main() {
@@ -38,11 +43,11 @@ async function main() {
         <I18nProvider i18n={i18n}>
           <HydratedRouter />
         </I18nProvider>
-
-        <PosthogInit />
       </StrictMode>,
     );
   });
+
+  void initPosthog();
 }
 
 // eslint-disable-next-line @typescript-eslint/no-floating-promises

apps/remix/app/root.tsx

@@ -119,7 +119,11 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
   const isRecipientRoute = matches.some((m) => m.id?.startsWith('routes/_recipient+'));
 
   return (
-    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''}>
+    // `suppressHydrationWarning` because `remix-themes` intentionally mutates
+    // `data-theme`/`class` on <html> before hydration (PreventFlashOnWrongTheme),
+    // so the server-rendered attributes never match the client render when the
+    // theme is resolved from the system preference. Attribute-only, one level deep.
+    <html translate="no" lang={lang} data-theme={theme} className={theme ?? ''} suppressHydrationWarning>
       <head>
         <meta charSet="utf-8" />
         <link rel="apple-touch-icon" sizes="180x180" href="/apple-touch-icon.png" />
@@ -173,7 +177,11 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
         <script
           nonce={nonce(cspNonce)}
           dangerouslySetInnerHTML={{
-            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}`,
+            // `__webpack_nonce__` is read by `get-nonce` (used by
+            // react-remove-scroll / react-style-singleton inside Radix menus and
+            // dialogs) to stamp runtime-injected <style> elements. Without it the
+            // strict `style-src-elem` CSP blocks the scroll-lock styles.
+            __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}; window.__webpack_nonce__ = ${JSON.stringify(cspNonce ?? '')}`,
           }}
         />
 

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

@@ -8,6 +8,7 @@ import { getHighestOrganisationRoleInGroup } from '@documenso/lib/utils/organisa
 import { trpc } from '@documenso/trpc/react';
 import type { TGetAdminOrganisationResponse } from '@documenso/trpc/server/admin-router/get-admin-organisation.types';
 import { ZUpdateAdminOrganisationRequestSchema } from '@documenso/trpc/server/admin-router/update-admin-organisation.types';
+import { cn } from '@documenso/ui/lib/utils';
 import { Accordion, AccordionContent, AccordionItem, AccordionTrigger } from '@documenso/ui/primitives/accordion';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -30,7 +31,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { OrganisationMemberRole } from '@prisma/client';
+import { OrganisationMemberRole, SubscriptionStatus } from '@prisma/client';
 import { ExternalLinkIcon, InfoIcon, Loader } from 'lucide-react';
 import { useMemo } from 'react';
 import { useForm } from 'react-hook-form';
@@ -42,7 +43,6 @@ import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organi
 import { AdminOrganisationMemberDeleteDialog } from '~/components/dialogs/admin-organisation-member-delete-dialog';
 import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { AdminOrganisationSyncSubscriptionDialog } from '~/components/dialogs/admin-organisation-sync-subscription-dialog';
-import { DetailsCard, DetailsValue } from '~/components/general/admin-details';
 import { AdminGlobalSettingsSection } from '~/components/general/admin-global-settings-section';
 import { ClaimLimitFields } from '~/components/general/claim-limit-fields';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
@@ -268,54 +268,32 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <GenericOrganisationAdminForm organisation={organisation} />
 
-      <div className="mt-6 rounded-lg border p-4">
+      <SettingsHeader
-        <div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:justify-between">
+        title={t`Organisation usage`}
-          <div>
+        subtitle={t`Current usage against organisation limits.`}
-            <p className="font-medium text-sm">
+        className="mt-6"
-              <Trans>Organisation usage</Trans>
+        hideDivider
-            </p>
+      />
-            <p className="mt-1 text-muted-foreground text-sm">
-              <Trans>Current usage against organisation limits.</Trans>
-            </p>
-          </div>
-        </div>
 
-        <div className="mt-4 grid grid-cols-1 gap-3 text-sm sm:grid-cols-2">
+      <OrganisationUsagePanel
-          <DetailsCard label={<Trans>Members</Trans>}>
+        organisationId={organisation.id}
-            <DetailsValue>
+        monthlyStats={organisation.monthlyStats}
-              {organisation.members.length} /{' '}
+        organisationClaim={organisation.organisationClaim}
-              {organisation.organisationClaim.memberCount === 0
+        capacityUsage={{
-                ? t`Unlimited`
+          members: organisation.members.length,
-                : organisation.organisationClaim.memberCount}
+          teams: organisation.teams.length,
-            </DetailsValue>
+        }}
-          </DetailsCard>
+      />
-
-          <DetailsCard label={<Trans>Teams</Trans>}>
-            <DetailsValue>
-              {organisation.teams.length} /{' '}
-              {organisation.organisationClaim.teamCount === 0 ? t`Unlimited` : organisation.organisationClaim.teamCount}
-            </DetailsValue>
-          </DetailsCard>
-        </div>
-
-        <div className="mt-4">
-          <OrganisationUsagePanel
-            organisationId={organisation.id}
-            monthlyStats={organisation.monthlyStats}
-            organisationClaim={organisation.organisationClaim}
-          />
-        </div>
-      </div>
 
       <div className="mt-6 rounded-lg border p-4">
         <Accordion type="single" collapsible>
           <AccordionItem value="global-settings" className="border-b-0">
             <AccordionTrigger className="py-0">
               <div className="text-left">
-                <p className="font-medium text-sm">
+                <p className="font-semibold text-base">
                   <Trans>Global Settings</Trans>
                 </p>
-                <p className="mt-1 font-normal text-muted-foreground text-sm">
+                <p className="mt-1 text-muted-foreground text-sm">
                   <Trans>Default settings applied to this organisation.</Trans>
                 </p>
               </div>
@@ -335,7 +313,15 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
         className="mt-16"
       />
 
-      <Alert className="my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center" variant="neutral">
+      <Alert
+        className={cn(
+          'my-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center',
+          organisation.subscription?.status === SubscriptionStatus.ACTIVE &&
+            'border border-green-600/20 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10',
+          organisation.subscription?.status === SubscriptionStatus.INACTIVE && 'opacity-60',
+        )}
+        variant="neutral"
+      >
         <div className="mb-4 sm:mb-0">
           <AlertTitle>
             <Trans>Subscription</Trans>
@@ -343,7 +329,12 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
           <AlertDescription className="mr-2">
             {organisation.subscription ? (
-              <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              <span className="flex items-center gap-2">
+                {organisation.subscription.status === SubscriptionStatus.ACTIVE && (
+                  <span className="h-2 w-2 shrink-0 rounded-full bg-green-600 dark:bg-green-400" aria-hidden="true" />
+                )}
+                <span>{i18n._(SUBSCRIPTION_STATUS_MAP[organisation.subscription.status])} subscription found</span>
+              </span>
             ) : (
               <span>
                 <Trans>No subscription found</Trans>
@@ -356,6 +347,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
           <div>
             <Button
               variant="outline"
+              className="bg-background"
               loading={isCreatingStripeCustomer}
               onClick={async () => createStripeCustomer({ organisationId })}
             >
@@ -366,7 +358,7 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
         {organisation.customerId && !organisation.subscription && (
           <div>
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/customers/${organisation.customerId}?create=subscription&subscription_default_customer=${organisation.customerId}`}
@@ -383,13 +375,13 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
             <AdminOrganisationSyncSubscriptionDialog
               organisationId={organisationId}
               trigger={
-                <Button variant="outline">
+                <Button variant="outline" className="bg-background">
                   <Trans>Sync Stripe subscription</Trans>
                 </Button>
               }
             />
 
-            <Button variant="outline" asChild>
+            <Button variant="outline" className="bg-background" asChild>
               <Link
                 target="_blank"
                 to={`https://dashboard.stripe.com/subscriptions/${organisation.subscription.planId}`}
@@ -406,21 +398,27 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
 
       <div className="mt-16 space-y-10">
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Members</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>People with access to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={organisationMembersColumns} data={organisation.members} />
           </div>
         </div>
 
         <div>
-          <label className="font-medium text-sm leading-none">
+          <h3 className="font-semibold text-base">
             <Trans>Organisation Teams</Trans>
-          </label>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Teams that belong to this organisation.</Trans>
+          </p>
 
-          <div className="my-2">
+          <div className="mt-3">
             <DataTable columns={teamsColumns} data={organisation.teams} />
           </div>
         </div>
@@ -648,7 +646,7 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
               <FormLabel className="flex items-center">
                 <Trans>Inherited subscription claim</Trans>
                 <Tooltip>
-                  <TooltipTrigger>
+                  <TooltipTrigger type="button">
                     <InfoIcon className="mx-2 h-4 w-4" />
                   </TooltipTrigger>
 
@@ -681,10 +679,15 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
                   </TooltipContent>
                 </Tooltip>
               </FormLabel>
-              <FormControl>
+              <div className="rounded-lg border bg-muted/40 px-3 py-2.5 text-sm">
-                <Input disabled {...field} />
+                {field.value ? (
-              </FormControl>
+                  <span className="font-mono text-foreground">{field.value}</span>
-              <FormMessage />
+                ) : (
+                  <span className="text-muted-foreground">
+                    <Trans>No inherited claim</Trans>
+                  </span>
+                )}
+              </div>
             </FormItem>
           )}
         />
@@ -715,108 +718,113 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
           )}
         />
 
-        <FormField
+        <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
-          control={form.control}
+          <FormField
-          name="claims.teamCount"
+            control={form.control}
-          render={({ field }) => (
+            name="claims.teamCount"
-            <FormItem>
+            render={({ field }) => (
-              <FormLabel>
+              <FormItem>
-                <Trans>Team Count</Trans>
+                <FormLabel>
-              </FormLabel>
+                  <Trans>Team Count</Trans>
-              <FormControl>
+                </FormLabel>
-                <Input
+                <FormControl>
-                  type="number"
+                  <Input
-                  min={0}
+                    type="number"
-                  {...field}
+                    min={0}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    {...field}
-                />
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-              </FormControl>
+                  />
-              <FormDescription>
+                </FormControl>
-                <Trans>Number of teams allowed. 0 = Unlimited</Trans>
+                <FormDescription>
-              </FormDescription>
+                  <Trans>Number of teams allowed. 0 = Unlimited</Trans>
-              <FormMessage />
+                </FormDescription>
-            </FormItem>
+                <FormMessage />
-          )}
+              </FormItem>
-        />
+            )}
+          />
 
-        <FormField
+          <FormField
-          control={form.control}
+            control={form.control}
-          name="claims.memberCount"
+            name="claims.memberCount"
-          render={({ field }) => (
+            render={({ field }) => (
-            <FormItem>
+              <FormItem>
-              <FormLabel>
+                <FormLabel>
-                <Trans>Member Count</Trans>
+                  <Trans>Member Count</Trans>
-              </FormLabel>
+                </FormLabel>
-              <FormControl>
+                <FormControl>
-                <Input
+                  <Input
-                  type="number"
+                    type="number"
-                  min={0}
+                    min={0}
-                  {...field}
+                    {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
+                  />
-              </FormControl>
+                </FormControl>
-              <FormDescription>
+                <FormDescription>
-                <Trans>Number of members allowed. 0 = Unlimited</Trans>
+                  <Trans>Number of members allowed. 0 = Unlimited</Trans>
-              </FormDescription>
+                </FormDescription>
-              <FormMessage />
+                <FormMessage />
-            </FormItem>
+              </FormItem>
-          )}
+            )}
-        />
+          />
 
-        <FormField
+          <FormField
-          control={form.control}
+            control={form.control}
-          name="claims.envelopeItemCount"
+            name="claims.envelopeItemCount"
-          render={({ field }) => (
+            render={({ field }) => (
-            <FormItem>
+              <FormItem>
-              <FormLabel>
+                <FormLabel>
-                <Trans>Envelope Item Count</Trans>
+                  <Trans>Envelope Item Count</Trans>
-              </FormLabel>
+                </FormLabel>
-              <FormControl>
+                <FormControl>
-                <Input
+                  <Input
-                  type="number"
+                    type="number"
-                  min={1}
+                    min={1}
-                  {...field}
+                    {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
+                  />
-              </FormControl>
+                </FormControl>
-              <FormDescription>
+                <FormDescription>
-                <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
-              </FormDescription>
+                </FormDescription>
-              <FormMessage />
+                <FormMessage />
-            </FormItem>
+              </FormItem>
-          )}
+            )}
-        />
+          />
 
-        <FormField
+          <FormField
-          control={form.control}
+            control={form.control}
-          name="claims.recipientCount"
+            name="claims.recipientCount"
-          render={({ field }) => (
+            render={({ field }) => (
-            <FormItem>
+              <FormItem>
-              <FormLabel>
+                <FormLabel>
-                <Trans>Recipient Count</Trans>
+                  <Trans>Recipient Count</Trans>
-              </FormLabel>
+                </FormLabel>
-              <FormControl>
+                <FormControl>
-                <Input
+                  <Input
-                  type="number"
+                    type="number"
-                  min={0}
+                    min={0}
-                  {...field}
+                    {...field}
-                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
-                />
+                  />
-              </FormControl>
+                </FormControl>
-              <FormDescription>
+                <FormDescription>
-                <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+                  <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
-              </FormDescription>
+                </FormDescription>
-              <FormMessage />
+                <FormMessage />
-            </FormItem>
+              </FormItem>
-          )}
+            )}
-        />
+          />
+        </div>
 
         <div>
-          <FormLabel>
+          <h3 className="font-semibold text-base">
             <Trans>Feature Flags</Trans>
-          </FormLabel>
+          </h3>
+          <p className="mt-1 text-muted-foreground text-sm">
+            <Trans>Capabilities enabled for this organisation.</Trans>
+          </p>
 
-          <div className="mt-2 space-y-2 rounded-md border p-4">
+          <div className="mt-3 space-y-2 rounded-md border p-4">
             {Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).map(({ key, label, isEnterprise }) => {
               const isRestrictedFeature = isEnterprise && !licenseFlags?.[key as keyof TLicenseClaim]; // eslint-disable-line @typescript-eslint/consistent-type-assertions
 

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

@@ -287,7 +287,11 @@ export default function AdminTeamPage({ params }: Route.ComponentProps) {
               </AccordionTrigger>
               <AccordionContent>
                 <div className="mt-4">
-                  <AdminGlobalSettingsSection settings={team.teamGlobalSettings} isTeam />
+                  <AdminGlobalSettingsSection
+                    settings={team.teamGlobalSettings}
+                    inheritedSettings={team.organisation.organisationGlobalSettings}
+                    isTeam
+                  />
                 </div>
               </AccordionContent>
             </AccordionItem>

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

@@ -1,7 +1,6 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction, isPersonalLayout } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -49,26 +48,29 @@ export default function OrganisationSettingsBrandingPage() {
 
   const { mutateAsync: updateOrganisationSettings } = trpc.organisation.settings.update.useMutation();
 
+  const { mutateAsync: updateOrganisationBrandingLogo } = trpc.organisation.settings.updateBrandingLogo.useMutation();
+
   const onBrandingPreferencesFormSubmit = async (data: TBrandingPreferencesFormSchema) => {
     try {
       const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
 
-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();
 
-      if (brandingLogo) {
+        formData.append('payload', JSON.stringify({ organisationId: organisation.id }));
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
 
-      // Empty the branding logo if the user unsets it.
+        if (brandingLogo instanceof File) {
-      if (brandingLogo === null) {
+          formData.append('brandingLogo', brandingLogo);
-        uploadedBrandingLogo = '';
+        }
+
+        await updateOrganisationBrandingLogo(formData);
       }
 
       const result = await updateOrganisationSettings({
         organisationId: organisation.id,
         data: {
           brandingEnabled: brandingEnabled ?? undefined,
-          brandingLogo: uploadedBrandingLogo,
           brandingUrl,
           brandingCompanyDetails,
           brandingColors,

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

@@ -88,7 +88,7 @@ export default function OrganisationSettingsDocumentPage() {
           typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
           uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
           drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
-          delegateDocumentOwnership: delegateDocumentOwnership,
+          delegateDocumentOwnership,
           aiFeaturesEnabled,
           envelopeExpirationPeriod: envelopeExpirationPeriod ?? undefined,
           reminderSettings: reminderSettings ?? undefined,

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

@@ -3,6 +3,7 @@ import { ORGANISATION_MEMBER_ROLE_HIERARCHY } from '@documenso/lib/constants/org
 import { EXTENDED_ORGANISATION_MEMBER_ROLE_MAP } from '@documenso/lib/constants/organisations-translations';
 import { TEAM_MEMBER_ROLE_MAP } from '@documenso/lib/constants/teams-translations';
 import { AppError } from '@documenso/lib/errors/app-error';
+import { ZNameSchema } from '@documenso/lib/types/name';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindOrganisationGroupsResponse } from '@documenso/trpc/server/organisation-router/find-organisation-groups.types';
 import { Button } from '@documenso/ui/primitives/button';
@@ -28,7 +29,6 @@ import { useMemo, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import { Link } from 'react-router';
 import { z } from 'zod';
-
 import { OrganisationGroupDeleteDialog } from '~/components/dialogs/organisation-group-delete-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import {
@@ -36,7 +36,6 @@ import {
   OrganisationMembersMultiSelectCombobox,
 } from '~/components/general/organisation-members-multiselect-combobox';
 import { SettingsHeader } from '~/components/general/settings-header';
-
 import type { Route } from './+types/o.$orgUrl.settings.groups.$id';
 
 export default function OrganisationGroupSettingsPage({ params }: Route.ComponentProps) {
@@ -113,7 +112,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
 }
 
 const ZUpdateOrganisationGroupFormSchema = z.object({
-  name: z.string().min(1, msg`Name is required`.id),
+  name: ZNameSchema,
   organisationRole: z.nativeEnum(OrganisationMemberRole),
   memberIds: z.array(z.string()),
 });

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

@@ -76,6 +76,7 @@ export default function DocumentsPage() {
     [ExtendedDocumentStatus.COMPLETED]: 0,
     [ExtendedDocumentStatus.REJECTED]: 0,
     [ExtendedDocumentStatus.CANCELLED]: 0,
+    [ExtendedDocumentStatus.EXPIRED]: 0,
     [ExtendedDocumentStatus.INBOX]: 0,
     [ExtendedDocumentStatus.ALL]: 0,
   });
@@ -157,6 +158,8 @@ export default function DocumentsPage() {
                   ExtendedDocumentStatus.COMPLETED,
                   ExtendedDocumentStatus.CANCELLED,
                   ExtendedDocumentStatus.DRAFT,
+                  ExtendedDocumentStatus.REJECTED,
+                  ExtendedDocumentStatus.EXPIRED,
                   ExtendedDocumentStatus.ALL,
                 ]
                   .filter((value) => {

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.branding.tsx

@@ -1,6 +1,5 @@
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
-import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import type { SanitizeBrandingCssWarning } from '@documenso/lib/utils/sanitize-branding-css';
 import { trpc } from '@documenso/trpc/react';
@@ -38,6 +37,7 @@ export default function TeamsSettingsPage() {
   });
 
   const { mutateAsync: updateTeamSettings } = trpc.team.settings.update.useMutation();
+  const { mutateAsync: updateTeamBrandingLogo } = trpc.team.settings.updateBrandingLogo.useMutation();
 
   const canConfigureBranding = organisation.organisationClaim.flags.allowCustomBranding || !IS_BILLING_ENABLED();
 
@@ -48,22 +48,23 @@ export default function TeamsSettingsPage() {
     try {
       const { brandingEnabled, brandingLogo, brandingUrl, brandingCompanyDetails, brandingColors, brandingCss } = data;
 
-      let uploadedBrandingLogo: string | undefined;
+      // Upload (or clear) the logo through the dedicated, server-validated route.
+      if (brandingLogo instanceof File || brandingLogo === null) {
+        const formData = new FormData();
 
-      if (brandingLogo) {
+        formData.append('payload', JSON.stringify({ teamId: team.id }));
-        uploadedBrandingLogo = JSON.stringify(await putFile(brandingLogo));
-      }
 
-      // Empty the branding logo if the user unsets it.
+        if (brandingLogo instanceof File) {
-      if (brandingLogo === null) {
+          formData.append('brandingLogo', brandingLogo);
-        uploadedBrandingLogo = '';
+        }
+
+        await updateTeamBrandingLogo(formData);
       }
 
       const result = await updateTeamSettings({
         teamId: team.id,
         data: {
           brandingEnabled,
-          brandingLogo: uploadedBrandingLogo,
           brandingUrl: brandingUrl || null,
           brandingCompanyDetails: brandingCompanyDetails || null,
           brandingColors,

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.document.tsx

@@ -82,7 +82,7 @@ export default function TeamsSettingsPage() {
                 uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
                 drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
               }),
-          delegateDocumentOwnership: delegateDocumentOwnership,
+          delegateDocumentOwnership,
         },
       });
 

apps/remix/app/routes/_authenticated+/t.$teamUrl+/settings.tokens.tsx

@@ -1,14 +1,18 @@
 import { trpc } from '@documenso/trpc/react';
+import type { TGetApiTokensResponse } from '@documenso/trpc/server/api-token-router/get-api-tokens.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
+import { DataTable, type DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
 import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
+import { Trans, useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
 import { TeamMemberRole } from '@prisma/client';
-import { DateTime } from 'luxon';
+import { useMemo } from 'react';
 
+import { TokenCreateDialog } from '~/components/dialogs/token-create-dialog';
 import TokenDeleteDialog from '~/components/dialogs/token-delete-dialog';
-import { ApiTokenForm } from '~/components/forms/token';
 import { SettingsHeader } from '~/components/general/settings-header';
 import { useOptionalCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -18,33 +22,88 @@ export function meta() {
 }
 
 export default function ApiTokensPage() {
-  const { i18n } = useLingui();
+  const { t, i18n } = useLingui();
-
-  const { data: tokens } = trpc.apiToken.getMany.useQuery();
 
   const team = useOptionalCurrentTeam();
 
+  const isUnauthorized = !!team && team.currentTeamRole !== TeamMemberRole.ADMIN;
+
+  const {
+    data: tokens,
+    isLoading,
+    isError,
+  } = trpc.apiToken.getMany.useQuery(undefined, {
+    enabled: !isUnauthorized,
+  });
+
+  const columns = useMemo(() => {
+    return [
+      {
+        header: t`Name`,
+        cell: ({ row }) => <span className="font-medium text-foreground">{row.original.name}</span>,
+      },
+      {
+        header: t`Created`,
+        cell: ({ row }) => i18n.date(row.original.createdAt),
+      },
+      {
+        header: t`Expires`,
+        cell: ({ row }) => {
+          if (!row.original.expires) {
+            return (
+              <span className="text-muted-foreground">
+                <Trans>Never</Trans>
+              </span>
+            );
+          }
+
+          if (row.original.expires < new Date()) {
+            return (
+              <Badge variant="destructive" size="small">
+                <Trans>Expired</Trans>
+              </Badge>
+            );
+          }
+
+          return i18n.date(row.original.expires);
+        },
+      },
+      {
+        header: t`Actions`,
+        cell: ({ row }) => (
+          <TokenDeleteDialog token={row.original}>
+            <Button variant="destructive">
+              <Trans>Delete</Trans>
+            </Button>
+          </TokenDeleteDialog>
+        ),
+      },
+    ] satisfies DataTableColumnDef<TGetApiTokensResponse[number]>[];
+  }, []);
+
   return (
     <div>
       <SettingsHeader
         title={<Trans>API Tokens</Trans>}
         subtitle={
           <Trans>
-            On this page, you can create and manage API tokens. See our{' '}
+            Create and manage API tokens. See our{' '}
             <a
               className="text-primary underline"
               href={'https://docs.documenso.com/developers/public-api'}
               target="_blank"
               rel="noopener"
             >
-              Documentation
+              documentation
             </a>{' '}
             for more information.
           </Trans>
         }
-      />
+      >
+        {!isUnauthorized && <TokenCreateDialog />}
+      </SettingsHeader>
 
-      {team && team?.currentTeamRole !== TeamMemberRole.ADMIN ? (
+      {isUnauthorized ? (
         <Alert className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row" variant="warning">
           <div>
             <AlertTitle>
@@ -56,58 +115,43 @@ export default function ApiTokensPage() {
           </div>
         </Alert>
       ) : (
-        <>
+        <DataTable
-          <ApiTokenForm className="max-w-xl" tokens={tokens} />
+          columns={columns}
-
+          data={tokens ?? []}
-          <hr className="mt-8 mb-4" />
+          perPage={0}
-
+          currentPage={0}
-          <h4 className="font-medium text-xl">
+          totalPages={0}
-            <Trans>Your existing tokens</Trans>
+          error={{
-          </h4>
+            enable: isError,
-
+          }}
-          {tokens && tokens.length === 0 && (
+          emptyState={
-            <div className="mb-4">
+            <div className="flex h-60 flex-col items-center justify-center gap-y-4 text-muted-foreground/60">
-              <p className="mt-2 text-muted-foreground text-sm italic">
+              <p>
-                <Trans>Your tokens will be shown here once you create them.</Trans>
+                <Trans>You have no API tokens yet. Your tokens will be shown here once you create them.</Trans>
               </p>
             </div>
-          )}
+          }
-
+          skeleton={{
-          {tokens && tokens.length > 0 && (
+            enable: isLoading,
-            <div className="mt-4 flex max-w-xl flex-col gap-y-4">
+            rows: 3,
-              {tokens.map((token) => (
+            component: (
-                <div key={token.id} className="rounded-lg border border-border p-4">
+              <>
-                  <div className="flex items-center justify-between gap-x-4">
+                <TableCell>
-                    <div>
+                  <Skeleton className="h-4 w-24 rounded-full" />
-                      <h5 className="text-base">{token.name}</h5>
+                </TableCell>
-
+                <TableCell>
-                      <p className="mt-2 text-muted-foreground text-xs">
+                  <Skeleton className="h-4 w-16 rounded-full" />
-                        <Trans>Created on {i18n.date(token.createdAt, DateTime.DATETIME_FULL)}</Trans>
+                </TableCell>
-                      </p>
+                <TableCell>
-                      {token.expires ? (
+                  <Skeleton className="h-4 w-16 rounded-full" />
-                        <p className="mt-1 text-muted-foreground text-xs">
+                </TableCell>
-                          <Trans>Expires on {i18n.date(token.expires, DateTime.DATETIME_FULL)}</Trans>
+                <TableCell>
-                        </p>
+                  <Skeleton className="h-4 w-12 rounded-full" />
-                      ) : (
+                </TableCell>
-                        <p className="mt-1 text-muted-foreground text-xs">
+              </>
-                          <Trans>Token doesn't have an expiration date</Trans>
+            ),
-                        </p>
+          }}
-                      )}
+        />
-                    </div>
-
-                    <div>
-                      <TokenDeleteDialog token={token}>
-                        <Button variant="destructive">
-                          <Trans>Delete</Trans>
-                        </Button>
-                      </TokenDeleteDialog>
-                    </div>
-                  </div>
-                </div>
-              ))}
-            </div>
-          )}
-        </>
       )}
     </div>
   );

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

@@ -7,6 +7,7 @@ import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/
 import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
 import { Plural } from '@lingui/react/macro';
 import { UsersIcon } from 'lucide-react';
@@ -14,6 +15,7 @@ import { redirect } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { Header as AuthenticatedHeader } from '~/components/general/app-header';
+import { DirectTemplateInvalidPageView } from '~/components/general/direct-template/direct-template-invalid-page';
 import { DirectTemplatePageView } from '~/components/general/direct-template/direct-template-page';
 import { DirectTemplateAuthPageView } from '~/components/general/direct-template/direct-template-signing-auth-page';
 import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
@@ -70,8 +72,18 @@ const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
     };
   }
 
+  const recipientsWithMissingFields = getRecipientsWithMissingFields(template.recipients, template.fields);
+
+  if (recipientsWithMissingFields.length > 0) {
+    return {
+      isAccessAuthValid: true,
+      isTemplateMissingSignatures: true,
+    } as const;
+  }
+
   return {
     isAccessAuthValid: true,
+    isTemplateMissingSignatures: false,
     template: {
       ...template,
       folder: null,
@@ -96,6 +108,7 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
     .then((envelopeForSigning) => {
       return {
         isDocumentAccessValid: true,
+        isTemplateMissingSignatures: false,
         envelopeForSigning,
       } as const;
     })
@@ -108,6 +121,13 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
         } as const;
       }
 
+      if (error.code === AppErrorCode.MISSING_SIGNATURE_FIELD) {
+        return {
+          isDocumentAccessValid: true,
+          isTemplateMissingSignatures: true,
+        } as const;
+      }
+
       throw new Response('Not Found', { status: 404 });
     });
 };
@@ -181,6 +201,10 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
     return <DirectTemplateAuthPageView />;
   }
 
+  if (data.isTemplateMissingSignatures) {
+    return <DirectTemplateInvalidPageView />;
+  }
+
   const { template, directTemplateRecipient } = data;
 
   return (
@@ -235,6 +259,10 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
     return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
   }
 
+  if (data.isTemplateMissingSignatures) {
+    return <DirectTemplateInvalidPageView />;
+  }
+
   const { envelope, recipient } = data.envelopeForSigning;
 
   const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({

apps/remix/app/routes/_recipient+/sign.$token+/waiting.tsx

@@ -82,7 +82,7 @@ export default function WaitingForTurnToSignPage({ loaderData }: Route.Component
       <RecipientBranding branding={branding} cspNonce={cspNonce} />
       <div className="relative flex flex-col items-center justify-center px-4 py-12 sm:px-6 lg:px-8">
         <div className="w-full max-w-md text-center">
-          <h2 className="font-bold text-3xl tracking-tigh">
+          <h2 className="font-bold text-3xl tracking-tight">
             <Trans>Waiting for Your Turn</Trans>
           </h2>
 

apps/remix/app/routes/_unauthenticated+/organisation.decline.$token.tsx

@@ -1,98 +1,15 @@
-import { prisma } from '@documenso/prisma';
+import { redirect } from 'react-router';
-import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
-import { OrganisationMemberInviteStatus } from '@prisma/client';
-import { Link } from 'react-router';
 
 import type { Route } from './+types/organisation.decline.$token';
 
-export async function loader({ params }: Route.LoaderArgs) {
+export function loader({ params }: Route.LoaderArgs) {
   const { token } = params;
 
   if (!token) {
-    return {
+    throw redirect('/');
-      state: 'InvalidLink',
-    } as const;
   }
 
-  const organisationMemberInvite = await prisma.organisationMemberInvite.findUnique({
+  // Declining now happens on the invite page via tRPC. Redirect there with the
-    where: {
+  // `action=decline` flag so it renders the decline-only view (no accept).
-      token,
+  throw redirect(`/organisation/invite/${token}?action=decline`);
-    },
-    include: {
-      organisation: {
-        select: {
-          name: true,
-        },
-      },
-    },
-  });
-
-  if (!organisationMemberInvite) {
-    return {
-      state: 'InvalidLink',
-    } as const;
-  }
-
-  if (organisationMemberInvite.status !== OrganisationMemberInviteStatus.DECLINED) {
-    await prisma.organisationMemberInvite.update({
-      where: {
-        id: organisationMemberInvite.id,
-      },
-      data: {
-        status: OrganisationMemberInviteStatus.DECLINED,
-      },
-    });
-  }
-
-  return {
-    state: 'Success',
-    organisationName: organisationMemberInvite.organisation.name,
-  } as const;
-}
-
-export default function DeclineInvitationPage({ loaderData }: Route.ComponentProps) {
-  const data = loaderData;
-
-  if (data.state === 'InvalidLink') {
-    return (
-      <div className="w-screen max-w-lg px-4">
-        <div className="w-full">
-          <h1 className="font-semibold text-4xl">
-            <Trans>Invalid token</Trans>
-          </h1>
-
-          <p className="mt-2 mb-4 text-muted-foreground text-sm">
-            <Trans>This token is invalid or has expired. No action is needed.</Trans>
-          </p>
-
-          <Button asChild>
-            <Link to="/">
-              <Trans>Return</Trans>
-            </Link>
-          </Button>
-        </div>
-      </div>
-    );
-  }
-
-  return (
-    <div className="w-screen max-w-lg px-4">
-      <h1 className="font-semibold text-4xl">
-        <Trans>Invitation declined</Trans>
-      </h1>
-
-      <p className="mt-2 mb-4 text-muted-foreground text-sm">
-        <Trans>
-          You have declined the invitation from <strong>{data.organisationName}</strong> to join their organisation.
-        </Trans>
-      </p>
-
-      <Button asChild>
-        <Link to="/">
-          <Trans>Return to Home</Trans>
-        </Link>
-      </Button>
-    </div>
-  );
 }

apps/remix/app/routes/_unauthenticated+/organisation.invite.$token.tsx

@@ -1,9 +1,15 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
-import { acceptOrganisationInvitation } from '@documenso/lib/server-only/organisation/accept-organisation-invitation';
+import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { prisma } from '@documenso/prisma';
+import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
-import { Trans } from '@lingui/react/macro';
+import { useToast } from '@documenso/ui/primitives/use-toast';
-import { Link } from 'react-router';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { OrganisationMemberInviteStatus } from '@prisma/client';
+import { useState } from 'react';
+import { Link, useSearchParams } from 'react-router';
+import { match } from 'ts-pattern';
 
 import type { Route } from './+types/organisation.invite.$token';
 
@@ -37,6 +43,22 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     } as const;
   }
 
+  const organisationName = organisationMemberInvite.organisation.name;
+
+  if (organisationMemberInvite.status === OrganisationMemberInviteStatus.ACCEPTED) {
+    return {
+      state: 'AlreadyAccepted',
+      organisationName,
+    } as const;
+  }
+
+  if (organisationMemberInvite.status === OrganisationMemberInviteStatus.DECLINED) {
+    return {
+      state: 'AlreadyDeclined',
+      organisationName,
+    } as const;
+  }
+
   const user = await prisma.user.findFirst({
     where: {
       email: {
@@ -49,26 +71,13 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     },
   });
 
-  // Directly convert the team member invite to a team member if they already have an account.
-  if (user) {
-    await acceptOrganisationInvitation({ token: organisationMemberInvite.token });
-  }
-
-  if (!user) {
-    return {
-      state: 'LoginRequired',
-      email: organisationMemberInvite.email,
-      organisationName: organisationMemberInvite.organisation.name,
-    } as const;
-  }
-
-  const isSessionUserTheInvitedUser = user.id === session.user?.id;
-
   return {
-    state: 'Success',
+    state: 'Pending',
+    token: organisationMemberInvite.token,
     email: organisationMemberInvite.email,
-    organisationName: organisationMemberInvite.organisation.name,
+    organisationName,
-    isSessionUserTheInvitedUser,
+    userExists: user !== null,
+    isSessionUserTheInvitedUser: user !== null && user.id === session.user?.id,
   } as const;
 }
 
@@ -97,57 +106,253 @@ export default function AcceptInvitationPage({ loaderData }: Route.ComponentProp
     );
   }
 
-  if (data.state === 'LoginRequired') {
+  if (data.state === 'AlreadyAccepted') {
     return (
-      <div>
+      <div className="w-screen max-w-lg px-4">
-        <h1 className="font-semibold text-4xl">
+        <div className="w-full">
-          <Trans>Organisation invitation</Trans>
+          <h1 className="font-semibold text-4xl">
-        </h1>
+            <Trans>Invitation already accepted</Trans>
+          </h1>
 
-        <p className="mt-2 text-muted-foreground text-sm">
+          <p className="mt-2 mb-4 text-muted-foreground text-sm">
-          <Trans>
+            <Trans>
-            You have been invited by <strong>{data.organisationName}</strong> to join their organisation.
+              You are already a member of <strong>{data.organisationName}</strong>.
-          </Trans>
+            </Trans>
-        </p>
+          </p>
 
-        <p className="mt-1 mb-4 text-muted-foreground text-sm">
+          <Button asChild>
-          <Trans>To accept this invitation you must create an account.</Trans>
+            <Link to="/">
-        </p>
+              <Trans>Continue</Trans>
-
+            </Link>
-        <Button asChild>
+          </Button>
-          <Link to={`/signup#email=${encodeURIComponent(data.email)}`}>
+        </div>
-            <Trans>Create account</Trans>
-          </Link>
-        </Button>
       </div>
     );
   }
 
+  if (data.state === 'AlreadyDeclined') {
+    return <InvitationDeclined organisationName={data.organisationName} />;
+  }
+
   return (
-    <div>
+    <PendingInvitation
-      <h1 className="font-semibold text-4xl">
+      token={data.token}
-        <Trans>Invitation accepted!</Trans>
+      email={data.email}
-      </h1>
+      organisationName={data.organisationName}
-
+      userExists={data.userExists}
-      <p className="mt-2 mb-4 text-muted-foreground text-sm">
+      isSessionUserTheInvitedUser={data.isSessionUserTheInvitedUser}
-        <Trans>
+    />
-          You have accepted an invitation from <strong>{data.organisationName}</strong> to join their organisation.
-        </Trans>
-      </p>
-
-      {data.isSessionUserTheInvitedUser ? (
-        <Button asChild>
-          <Link to="/">
-            <Trans>Continue</Trans>
-          </Link>
-        </Button>
-      ) : (
-        <Button asChild>
-          <Link to={`/signin#email=${encodeURIComponent(data.email)}`}>
-            <Trans>Continue to login</Trans>
-          </Link>
-        </Button>
-      )}
-    </div>
   );
 }
+
+type PendingInvitationProps = {
+  token: string;
+  email: string;
+  organisationName: string;
+  userExists: boolean;
+  isSessionUserTheInvitedUser: boolean;
+};
+
+type InvitationResult = 'idle' | 'accepted' | 'declined';
+
+type AcceptFailureReason = 'CapExceeded' | 'SubscriptionInactive' | 'Unknown';
+
+const PendingInvitation = ({
+  token,
+  email,
+  organisationName,
+  userExists,
+  isSessionUserTheInvitedUser,
+}: PendingInvitationProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { refreshSession } = useOptionalSession();
+
+  const [searchParams] = useSearchParams();
+  const actionIsDecline = searchParams.get('action') === 'decline';
+
+  const [result, setResult] = useState<InvitationResult>('idle');
+  const [acceptFailureReason, setAcceptFailureReason] = useState<AcceptFailureReason | null>(null);
+
+  const acceptInvitation = trpc.organisation.member.invite.accept.useMutation({
+    onSuccess: async () => {
+      await refreshSession();
+
+      setResult('accepted');
+    },
+    onError: (err) => {
+      const error = AppError.parseError(err);
+
+      const failureReason = match(error.code)
+        .with(AppErrorCode.LIMIT_EXCEEDED, () => 'CapExceeded' as const)
+        .with('SUBSCRIPTION_INACTIVE', () => 'SubscriptionInactive' as const)
+        .otherwise(() => 'Unknown' as const);
+
+      setAcceptFailureReason(failureReason);
+    },
+  });
+
+  const declineInvitation = trpc.organisation.member.invite.decline.useMutation({
+    onSuccess: async () => {
+      await refreshSession();
+
+      setResult('declined');
+    },
+    onError: () => {
+      toast({
+        title: t`Something went wrong`,
+        description: t`Unable to decline this invitation at this time.`,
+        variant: 'destructive',
+        duration: 10000,
+      });
+    },
+  });
+
+  if (result === 'accepted') {
+    return (
+      <div className="w-screen max-w-lg px-4">
+        <div className="w-full">
+          <h1 className="font-semibold text-4xl">
+            <Trans>Invitation accepted!</Trans>
+          </h1>
+
+          <p className="mt-2 mb-4 text-muted-foreground text-sm">
+            <Trans>
+              You have accepted an invitation from <strong>{organisationName}</strong> to join their organisation.
+            </Trans>
+          </p>
+
+          {isSessionUserTheInvitedUser ? (
+            <Button asChild>
+              <Link to="/">
+                <Trans>Continue</Trans>
+              </Link>
+            </Button>
+          ) : (
+            <Button asChild>
+              <Link to={`/signin#email=${encodeURIComponent(email)}`}>
+                <Trans>Continue to login</Trans>
+              </Link>
+            </Button>
+          )}
+        </div>
+      </div>
+    );
+  }
+
+  if (result === 'declined') {
+    return <InvitationDeclined organisationName={organisationName} />;
+  }
+
+  // Accepting requires an account (acceptance keys off the invited email).
+  // Declining does not, so we only gate account creation on the accept flow.
+  if (!actionIsDecline && !userExists) {
+    return (
+      <div className="w-screen max-w-lg px-4">
+        <div className="w-full">
+          <h1 className="font-semibold text-4xl">
+            <Trans>Organisation invitation</Trans>
+          </h1>
+
+          <p className="mt-2 text-muted-foreground text-sm">
+            <Trans>
+              You have been invited by <strong>{organisationName}</strong> to join their organisation.
+            </Trans>
+          </p>
+
+          <p className="mt-1 mb-4 text-muted-foreground text-sm">
+            <Trans>To accept this invitation you must create an account.</Trans>
+          </p>
+
+          <Button asChild>
+            <Link to={`/signup#email=${encodeURIComponent(email)}`}>
+              <Trans>Create account</Trans>
+            </Link>
+          </Button>
+        </div>
+      </div>
+    );
+  }
+
+  const isPending = acceptInvitation.isPending || declineInvitation.isPending;
+
+  return (
+    <div className="w-screen max-w-lg px-4">
+      <div className="w-full">
+        <h1 className="font-semibold text-4xl">
+          <Trans>Organisation invitation</Trans>
+        </h1>
+
+        <p className="mt-2 mb-4 text-muted-foreground text-sm">
+          <Trans>
+            You have been invited to join <strong>{organisationName}</strong> on Documenso.
+          </Trans>
+        </p>
+
+        {acceptFailureReason && (
+          <p className="mt-2 mb-4 text-destructive text-sm">
+            {match(acceptFailureReason)
+              .with('CapExceeded', () => (
+                <Trans>
+                  <strong>{organisationName}</strong> has reached its member limit. Please contact the organisation
+                  administrator to upgrade their plan before accepting this invitation.
+                </Trans>
+              ))
+              .with('SubscriptionInactive', () => (
+                <Trans>
+                  <strong>{organisationName}</strong> does not have an active subscription. Please contact the
+                  organisation administrator to renew their plan before accepting this invitation.
+                </Trans>
+              ))
+              .with('Unknown', () => (
+                <Trans>
+                  We were unable to add you to <strong>{organisationName}</strong> at this time. Please try again later,
+                  or contact the organisation administrator.
+                </Trans>
+              ))
+              .exhaustive()}
+          </p>
+        )}
+
+        <div className="flex items-center gap-x-4">
+          <Button
+            variant="destructive"
+            onClick={async () => declineInvitation.mutateAsync({ token })}
+            loading={declineInvitation.isPending}
+            disabled={isPending}
+          >
+            <Trans>Decline</Trans>
+          </Button>
+
+          {!actionIsDecline && (
+            <Button
+              onClick={async () => acceptInvitation.mutateAsync({ token })}
+              loading={acceptInvitation.isPending}
+              disabled={isPending}
+            >
+              <Trans>Accept</Trans>
+            </Button>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+};
+
+const InvitationDeclined = ({ organisationName }: { organisationName: string }) => {
+  return (
+    <div className="w-screen max-w-lg px-4">
+      <div className="w-full">
+        <h1 className="font-semibold text-4xl">
+          <Trans>Invitation declined</Trans>
+        </h1>
+
+        <p className="mt-2 mb-4 text-muted-foreground text-sm">
+          <Trans>
+            You have declined the invitation from <strong>{organisationName}</strong> to join their organisation.
+          </Trans>
+        </p>
+      </div>
+    </div>
+  );
+};

apps/remix/app/utils/toast-error-messages.ts

@@ -32,6 +32,10 @@ export const getDirectTemplateErrorMessage = (code: string): ToastMessageDescrip
   return match(code)
     .with('RECIPIENT_LIMIT_EXCEEDED', () => RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE)
     .with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
+      title: msg`Missing signature fields`,
+      description: msg`This direct link template cannot be used because one or more signers do not have a signature field assigned.`,
+    }))
     .otherwise(() => ({
       title: msg`Something went wrong`,
       description: msg`We were unable to submit this document at this time. Please try again later.`,
@@ -77,6 +81,10 @@ export const getTemplateUseErrorMessage = (code: string): ToastMessageDescriptor
       title: msg`Error`,
       description: msg`The document was created but could not be sent to recipients.`,
     }))
+    .with(AppErrorCode.MISSING_SIGNATURE_FIELD, () => ({
+      title: msg`Missing signature fields`,
+      description: msg`The document could not be sent because some signers do not have a signature field. Please edit the template and add a signature field for each signer.`,
+    }))
     .with(AppErrorCode.INVALID_BODY, AppErrorCode.INVALID_REQUEST, () => ({
       title: msg`Error`,
       description: msg`The document could not be created because of missing or invalid information. Please review the template's recipients and fields.`,

apps/remix/package.json

@@ -36,8 +36,8 @@
     "@lingui/react": "^5.6.0",
     "@oslojs/crypto": "^1.0.1",
     "@oslojs/encoding": "^1.1.0",
-    "@react-router/node": "^7.12.0",
+    "@react-router/node": "^7.18.1",
-    "@react-router/serve": "^7.12.0",
+    "@react-router/serve": "^7.18.1",
     "@simplewebauthn/browser": "^13.2.2",
     "@simplewebauthn/server": "^13.2.2",
     "@tanstack/react-query": "5.90.10",
@@ -81,8 +81,8 @@
     "@babel/preset-typescript": "^7.28.5",
     "@lingui/babel-plugin-lingui-macro": "^5.6.0",
     "@lingui/vite-plugin": "^5.6.0",
-    "@react-router/dev": "^7.12.0",
+    "@react-router/dev": "^7.18.1",
-    "@react-router/remix-routes-option-adapter": "^7.12.0",
+    "@react-router/remix-routes-option-adapter": "^7.18.1",
     "@rollup/plugin-babel": "^6.1.0",
     "@rollup/plugin-commonjs": "^28.0.9",
     "@rollup/plugin-json": "^6.1.0",
@@ -100,11 +100,11 @@
     "esbuild": "^0.27.0",
     "remix-flat-routes": "^0.8.5",
     "rollup": "^4.53.3",
-    "tsx": "^4.20.6",
+    "tsx": "^4.23.1",
     "typescript": "5.6.2",
     "vite": "^7.2.4",
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "2.14.0"
+  "version": "2.16.0"
 }

apps/remix/server/api/files/files.ts

@@ -1,9 +1,8 @@
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
-import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
 import { prisma } from '@documenso/prisma';
 import { sValidator } from '@hono/standard-validator';
 import type { Prisma } from '@prisma/client';
@@ -12,14 +11,11 @@ import { Hono } from 'hono';
 import type { HonoEnv } from '../../router';
 import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest, resolveFileUploadUserId } from './files.helpers';
 import {
-  isAllowedUploadContentType,
-  type TGetPresignedPostUrlResponse,
   ZGetEnvelopeItemFileDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileRequestParamsSchema,
   ZGetEnvelopeItemFileRequestQuerySchema,
   ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
   ZGetEnvelopeItemFileTokenRequestParamsSchema,
-  ZGetPresignedPostUrlRequestSchema,
   ZUploadPdfRequestSchema,
 } from './files.types';
 import getEnvelopeItemPdfRoute from './routes/get-envelope-item-pdf';
@@ -61,29 +57,6 @@ export const filesRoute = new Hono<HonoEnv>()
       return c.json({ error: 'Upload failed' }, 500);
     }
   })
-  .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
-    const userId = await resolveFileUploadUserId(c);
-
-    if (!userId) {
-      return c.json({ error: 'Unauthorized' }, 401);
-    }
-
-    const { fileName, contentType } = c.req.valid('json');
-
-    if (!isAllowedUploadContentType(contentType)) {
-      return c.json({ error: 'Unsupported content type' }, 400);
-    }
-
-    try {
-      const { key, url } = await getPresignPostUrl(fileName, contentType, userId);
-
-      return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
-    } catch (err) {
-      console.error(err);
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
-    }
-  })
   .get(
     '/envelope/:envelopeId/envelopeItem/:envelopeItemId',
     sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),

apps/remix/server/api/files/files.types.ts

@@ -13,27 +13,6 @@ export const ZUploadPdfResponseSchema = DocumentDataSchema.pick({
 export type TUploadPdfRequest = z.infer<typeof ZUploadPdfRequestSchema>;
 export type TUploadPdfResponse = z.infer<typeof ZUploadPdfResponseSchema>;
 
-export const ALLOWED_UPLOAD_CONTENT_TYPES = ['application/pdf', 'image/jpeg', 'image/png', 'image/webp'] as const;
-
-export const isAllowedUploadContentType = (contentType: string): boolean => {
-  const normalizedContentType = contentType.split(';').at(0)?.trim().toLowerCase();
-
-  return ALLOWED_UPLOAD_CONTENT_TYPES.some((allowed) => allowed === normalizedContentType);
-};
-
-export const ZGetPresignedPostUrlRequestSchema = z.object({
-  fileName: z.string().min(1),
-  contentType: z.string().min(1),
-});
-
-export const ZGetPresignedPostUrlResponseSchema = z.object({
-  key: z.string().min(1),
-  url: z.string().min(1),
-});
-
-export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
-export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
-
 export const ZGetEnvelopeItemFileRequestParamsSchema = z.object({
   envelopeId: z.string().min(1),
   envelopeItemId: z.string().min(1),

apps/remix/server/router.ts

@@ -105,7 +105,6 @@ app.route('/api/auth', auth);
 
 // Files route.
 app.use('/api/files/upload-pdf', fileRateLimitMiddleware);
-app.use('/api/files/presigned-post-url', fileRateLimitMiddleware);
 app.route('/api/files', filesRoute);
 
 // AI route.

docker/Dockerfile

@@ -19,7 +19,7 @@ WORKDIR /app
 
 COPY . .
 
-RUN npm install -g "turbo@^1.9.3"
+RUN npm install -g "turbo@^2.10.0"
 
 # Outputs to the /out folder
 # source: https://turbo.build/repo/docs/reference/command-line-reference/prune#--docker
@@ -79,7 +79,7 @@ COPY --from=builder /app/out/full/ .
 # Finally copy the turbo.json file so that we can run turbo commands
 COPY turbo.json turbo.json
 
-RUN npm install -g "turbo@^1.9.3"
+RUN npm install -g "turbo@^2.10.0"
 
 RUN turbo run build --filter=@documenso/remix...
 

package.json

@@ -5,7 +5,7 @@
     "apps/*",
     "packages/*"
   ],
-  "version": "2.14.0",
+  "version": "2.16.0",
   "scripts": {
     "postinstall": "patch-package",
     "build": "turbo run build",
@@ -61,12 +61,13 @@
     "@ts-rest/serverless": "^3.52.1",
     "dotenv": "^17.2.3",
     "dotenv-cli": "^11.0.0",
+    "esbuild": "^0.27.0",
     "husky": "^9.1.7",
     "inngest": "^3.54.0",
     "inngest-cli": "^1.17.9",
     "lint-staged": "^16.2.7",
     "nanoid": "^5.1.6",
-    "nodemailer": "^8.0.5",
+    "nodemailer": "^9.0.0",
     "pdfjs-dist": "5.4.296",
     "pino": "^9.14.0",
     "pino-pretty": "^13.1.2",
@@ -78,7 +79,7 @@
     "rimraf": "^6.1.2",
     "superjson": "^2.2.5",
     "syncpack": "^14.0.0-alpha.27",
-    "turbo": "^1.13.4",
+    "turbo": "^2.10.0",
     "vite": "^7.2.4",
     "vite-plugin-static-copy": "^3.1.4",
     "zod-openapi": "^4.2.4",
@@ -104,6 +105,7 @@
   "overrides": {
     "lodash": "4.18.1",
     "pdfjs-dist": "5.4.296",
+    "postcss": "^8.5.19",
     "typescript": "5.6.2",
     "zod": "$zod",
     "fumadocs-mdx": {

packages/api/v1/openapi.ts

@@ -11,7 +11,7 @@ export const OpenAPIV1 = Object.assign(
         title: 'Documenso API',
         version: '1.0.0',
         description:
-          'API V1 is deprecated, but will continue to be supported. For more details, see https://docs.documenso.com/developers/public-api. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
+          'API V1 has been deprecated. For more details, see https://docs.documenso.com/docs/developers/api/migrate-to-envelopes. \n\nThe Documenso API for retrieving, creating, updating and deleting documents.',
       },
       servers: [
         {

packages/app-tests/e2e/admin/global-search.spec.ts

@@ -0,0 +1,439 @@
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+import { expect, test } from '@playwright/test';
+import { customAlphabet } from 'nanoid';
+
+import { apiSignin } from '../fixtures/authentication';
+import { openCommandMenu } from '../fixtures/command-menu';
+
+test.describe.configure({ mode: 'parallel' });
+
+const nanoid = customAlphabet('1234567890abcdef', 10);
+
+const ADMIN_PROMPT_PLACEHOLDER = 'Search documents, users, organisations…';
+
+test('[ADMIN][GLOBAL_SEARCH]: numeric query shows verified user result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(String(targetUser.id));
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  // The category chips include the admin groups with their result counts.
+  await expect(page.getByRole('button', { name: /Global Users/ })).toBeVisible();
+
+  const userOption = page.getByRole('option').filter({ hasText: targetUser.email }).first();
+
+  // Admin results are real links so they support native link behaviour such
+  // as opening in a new tab.
+  await expect(userOption.getByRole('link')).toHaveAttribute('href', `/admin/users/${targetUser.id}`);
+
+  await userOption.click();
+
+  await page.waitForURL(`/admin/users/${targetUser.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: numeric query shows verified team result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { team: targetTeam } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(String(targetTeam.id));
+
+  await expect(page.getByText('Global Teams', { exact: true })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: targetTeam.url }).first().click();
+
+  await page.waitForURL(`/admin/teams/${targetTeam.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: text query shows document result and navigates', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-ui-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.title);
+
+  await expect(page.getByText('Global Documents', { exact: true })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: document.secondaryId }).first().click();
+
+  await page.waitForURL(`/admin/documents/${document.id}`);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: envelope_ prefixed query resolves exact document', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: sender, team } = await seedUser();
+
+  const document = await seedPendingDocument(sender, team.id, [], {
+    createDocumentOptions: { title: `admin-ui-search-${nanoid()}` },
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.id);
+
+  await expect(page.getByText('Global Documents', { exact: true })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: document.title }).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: admin search requires more than 3 characters unless numeric', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  // A 3 character non-numeric query must not trigger the admin search. The
+  // personal document search fires for any non-empty query, so its response
+  // is the synchronization anchor proving the debounced queries have fired.
+  const documentSearchResponse = page.waitForResponse((response) => response.url().includes('document.search'));
+
+  await input.fill('abc');
+
+  await documentSearchResponse;
+
+  await expect(page.getByText(/^Global /)).toHaveCount(0);
+  expect(adminSearchRequests).toHaveLength(0);
+
+  // A numeric query fires regardless of length.
+  const adminSearchRequest = page.waitForRequest((request) => request.url().includes('admin.search'));
+
+  await input.fill('7');
+
+  await adminSearchRequest;
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: search bar position stays fixed while searching', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: targetUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  const initialY = (await input.boundingBox())?.y;
+
+  expect(initialY).toBeGreaterThan(0);
+
+  // The height of the prompt may change as results come and go, but the
+  // search bar must never move.
+  await input.fill(String(targetUser.id));
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  const resultsY = (await input.boundingBox())?.y;
+
+  expect(resultsY).toBe(initialY);
+
+  // The search bar must not move when there are no results at all.
+  await input.fill('zzzz-no-such-thing-9x7q');
+
+  await expect(page.getByText('No results for')).toBeVisible();
+
+  const emptyY = (await input.boundingBox())?.y;
+
+  expect(emptyY).toBe(initialY);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: default view shows the document page links outside a team context', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  // Admin pages have no current team, the page links must still show.
+  await page.goto('/admin/stats');
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await expect(page.getByRole('option').filter({ hasText: 'All documents' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Draft documents' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'All templates' })).toBeVisible();
+
+  // Chips only show for categories with actual results, not for the
+  // hardcoded page links.
+  await expect(page.getByRole('button', { name: /^Documents/ })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: /^Templates/ })).toHaveCount(0);
+  await expect(page.getByRole('button', { name: /^Settings/ })).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: theme can be changed from the prompt', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByRole('option').filter({ hasText: 'Change theme' }).first().click();
+
+  // The sub page has a contextual placeholder and a back option.
+  await expect(page.getByPlaceholder('Search themes…')).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Back' }).first()).toBeVisible();
+
+  await expect(page.getByRole('option').filter({ hasText: 'Dark Mode' })).toBeVisible();
+
+  await page.getByRole('option').filter({ hasText: 'Dark Mode' }).first().click();
+
+  await expect(page.locator('html')).toHaveClass(/dark/);
+
+  // The back option returns to the root view.
+  await page.getByRole('option').filter({ hasText: 'Back' }).first().click();
+
+  await expect(page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: capped admin groups offer a view all link', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const namePrefix = `viewall-${nanoid()}`;
+
+  // Seed enough users sharing a name prefix to hit the 5 result cap.
+  for (let i = 0; i < 5; i++) {
+    await seedUser({ name: `${namePrefix}-${i}` });
+  }
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(namePrefix);
+
+  await expect(page.getByText('Global Users', { exact: true })).toBeVisible();
+
+  const viewAllOption = page.getByRole('option').filter({ hasText: 'View all results' }).first();
+
+  await expect(viewAllOption.getByRole('link')).toHaveAttribute(
+    'href',
+    `/admin/users?search=${encodeURIComponent(namePrefix)}`,
+  );
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: first result is highlighted after every search', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+  const { user: firstUser } = await seedUser();
+  const { user: secondUser } = await seedUser();
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  const input = page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first();
+
+  // First search selects the first result.
+  await input.fill(String(firstUser.id));
+
+  await expect(page.getByRole('option').filter({ hasText: firstUser.email }).first()).toBeVisible();
+  await expect(page.locator('[cmdk-item]').first()).toHaveAttribute('aria-selected', 'true');
+
+  // A subsequent search with entirely new results must select the first
+  // result again.
+  await input.fill(String(secondUser.id));
+
+  await expect(page.getByRole('option').filter({ hasText: secondUser.email }).first()).toBeVisible();
+  await expect(page.locator('[cmdk-item]').first()).toHaveAttribute('aria-selected', 'true');
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: static items match fuzzy queries', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  // "setg" is a non-contiguous abbreviation of "Settings".
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('setg');
+
+  // Wait for the debounced filter to apply first, "Draft documents" can
+  // never match "setg" under either matching strategy.
+  await expect(page.getByRole('option').filter({ hasText: 'Draft documents' })).toHaveCount(0);
+
+  await expect(page.getByRole('option').filter({ hasText: 'Settings' }).first()).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: page scrollbar is hidden while the prompt is open', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await expect
+    .poll(async () => await page.evaluate(() => getComputedStyle(document.documentElement).overflow))
+    .toBe('hidden');
+
+  await page.keyboard.press('Escape');
+
+  await expect
+    .poll(async () => await page.evaluate(() => getComputedStyle(document.documentElement).overflow))
+    .toBe('visible');
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: non-admin gets the prompt without the admin search', async ({ page }) => {
+  const { user, team } = await seedUser({ isAdmin: false });
+
+  const document = await seedPendingDocument(user, team.id, []);
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: user.email });
+
+  // Non-admins get the same prompt with a non-admin placeholder.
+  await openCommandMenu(page, 'Type a command or search...');
+
+  await expect(page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER)).toHaveCount(0);
+
+  await page.getByPlaceholder('Type a command or search...').first().fill(document.title);
+
+  // Wait for the regular (non-admin) search to resolve so we know the
+  // debounced queries have fired.
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+
+  await expect(page.getByText(/^Global /)).toHaveCount(0);
+  expect(adminSearchRequests).toHaveLength(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: typing on a sub page fires no search requests', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const searchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (/api\/trpc\/(document|template|admin)\.search/.test(request.url())) {
+      searchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByRole('option').filter({ hasText: 'Change theme' }).first().click();
+
+  const input = page.getByPlaceholder('Search themes…');
+
+  await expect(input).toBeVisible();
+
+  // Long enough to pass the admin search threshold if it were enabled.
+  await input.fill('dark');
+
+  // The client-side filter applying proves the typing registered.
+  await expect(page.getByRole('option').filter({ hasText: 'Dark Mode' })).toBeVisible();
+  await expect(page.getByRole('option').filter({ hasText: 'Light Mode' })).toHaveCount(0);
+
+  // Wait out the 200ms search debounce with a wide margin before asserting
+  // that no requests fired: there is no response to anchor on when the
+  // desired behaviour is "no requests at all".
+  await page.waitForTimeout(750);
+
+  expect(searchRequests).toHaveLength(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: failed searches show an error state instead of no results', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  await page.route(/api\/trpc\/(document|template|admin)\.search/, async (route) => {
+    await route.fulfill({ status: 500, contentType: 'application/json', body: '{}' });
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('zzzz-no-such-thing-9x7q');
+
+  // A failed search must be honest about it, not claim there are no results.
+  await expect(page.getByText('Something went wrong')).toBeVisible();
+  await expect(page.getByText('No results for')).toHaveCount(0);
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: partial search failure still shows results with a notice', async ({ page }) => {
+  const { user: adminUser, team } = await seedUser({ isAdmin: true });
+
+  const document = await seedPendingDocument(adminUser, team.id, [], {
+    createDocumentOptions: { title: `partial-fail-${nanoid()}` },
+  });
+
+  // Only the admin search fails: the personal searches succeed.
+  await page.route(/api\/trpc\/admin\.search/, async (route) => {
+    await route.fulfill({ status: 500, contentType: 'application/json', body: '{}' });
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill(document.title);
+
+  // The successful personal document search must still render its results.
+  await expect(page.getByRole('option', { name: document.title })).toBeVisible();
+
+  // The failed admin search must be flagged rather than silently dropped.
+  await expect(page.getByText('Some searches failed')).toBeVisible();
+});
+
+test('[ADMIN][GLOBAL_SEARCH]: over-length query skips the admin search without erroring', async ({ page }) => {
+  const { user: adminUser } = await seedUser({ isAdmin: true });
+
+  const adminSearchRequests: string[] = [];
+
+  page.on('request', (request) => {
+    if (request.url().includes('admin.search')) {
+      adminSearchRequests.push(request.url());
+    }
+  });
+
+  await apiSignin({ page, email: adminUser.email });
+
+  await openCommandMenu(page, ADMIN_PROMPT_PLACEHOLDER);
+
+  // The admin search endpoint rejects queries longer than 100 characters, so
+  // the client must not send them. The personal searches accept up to 1024
+  // characters and still run, anchoring the debounced query flush.
+  const documentSearchResponse = page.waitForResponse((response) => response.url().includes('document.search'));
+
+  await page.getByPlaceholder(ADMIN_PROMPT_PLACEHOLDER).first().fill('a'.repeat(150));
+
+  await documentSearchResponse;
+
+  // The personal searches ran and found nothing: the honest empty state, with
+  // no error in sight.
+  await expect(page.getByText('No results for')).toBeVisible();
+  await expect(page.getByText('Something went wrong')).toHaveCount(0);
+
+  expect(adminSearchRequests).toHaveLength(0);
+});