Merge branch 'main' into feat/default-reset-button-document-preferences

Adds a dedicated self-hosting page documenting how to apply an
Enterprise license key, and cross-links it from the related docs.

New page: self-hosting/configuration/license.mdx — "Apply Your License
Key"
Set NEXT_PRIVATE_DOCUMENSO_LICENSE_KEY (Docker Compose / docker run /
.env tabs)

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/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 |

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

@@ -2,6 +2,7 @@
   "title": "Configuration",
   "pages": [
     "environment",
+    "license",
     "database",
     "email",
     "storage",

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

@@ -0,0 +1,140 @@
+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 = {
+  disabled?: boolean;
+  isSubmitting: boolean;
+  onReset: () => Promise<void>;
+  showAiFeatures?: boolean;
+  showDocumentVisibility?: boolean;
+  showIncludeSenderDetails?: boolean;
+};
+
+export const DocumentPreferencesResetDialog = ({
+  disabled = false,
+  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);
+    } finally {
+      setIsResetting(false);
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        <Button variant="destructive" type="button" size="sm" disabled={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/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 { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { type TDocumentMetaDateFormat, ZDocumentMetaDateFormatSchema } from '@documenso/lib/types/document-meta';
+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 } from '@prisma/client';
+import { DocumentVisibility, OrganisationType, type RecipientRole, type TeamGlobalSettings } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { DocumentPreferencesResetDialog } from '~/components/dialogs/document-preferences-reset-dialog';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
 import { DefaultRecipientsMultiSelectCombobox } from '../general/default-recipients-multiselect-combobox';
@@ -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 +147,27 @@ 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: {
-      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,
-    },
+    defaultValues,
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
   });
 
+  const currentValues = form.watch();
+  const isResetDisabled = !form.formState.isDirty && JSON.stringify(currentValues) === JSON.stringify(resetValues);
+
+  const handleResetToDefaults = async () => {
+    await onFormSubmit(resetValues);
+    form.reset(resetValues);
+  };
+
   const handleFormSubmit = form.handleSubmit(async (data) => {
     try {
       await onFormSubmit(data);
@@ -772,6 +793,16 @@ export const DocumentPreferencesForm = ({
             isDirty={form.formState.isDirty}
             isSubmitting={form.formState.isSubmitting}
             onReset={() => form.reset()}
+            resetToDefaults={
+              <DocumentPreferencesResetDialog
+                disabled={isResetDisabled}
+                isSubmitting={form.formState.isSubmitting}
+                onReset={handleResetToDefaults}
+                showAiFeatures={isAiFeaturesConfigured}
+                showDocumentVisibility={!isPersonalLayoutMode}
+                showIncludeSenderDetails={!isPersonalLayoutMode && !isPersonalOrganisation}
+              />
+            }
           />
         </fieldset>
       </form>

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 after the Save button. Only shown
+   * while the form is unchanged so it never competes with the Undo/unsaved-changes UI.
+   */
+  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);
@@ -109,6 +114,8 @@ export const FormStickySaveBar = ({ isDirty, isSubmitting, onReset }: FormSticky
           <Button type="submit" className="shrink-0" size="sm" loading={isSubmitting} disabled={!isDirty}>
             <Trans>Save changes</Trans>
           </Button>
+
+          {!isDirty && resetToDefaults}
         </div>
       </div>
 

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+/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/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/serve": "^7.12.0",
+    "@react-router/node": "^7.18.1",
+    "@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/remix-routes-option-adapter": "^7.12.0",
+    "@react-router/dev": "^7.18.1",
+    "@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",