v2.13.0

fix: include envelopeId in webhook payload (#2998 )
feat: add cancellable document status (#2992 )
2026-06-22 20:32:07 +10:00 · 2026-06-18 16:03:26 +10:00 · 2026-06-18 14:32:15 +10:00 · 2026-06-18 13:52:35 +10:00 · 2026-06-16 23:37:34 +10:00 · 2026-06-16 11:00:17 +10:00
392 changed files with 26068 additions and 3897 deletions
@@ -1,75 +0,0 @@
---
-date: 2026-05-29
-title: Team Analytics Dashboard
---
-
-> Source: issue #242 (documenso/backlog-internal, "Team signing analytics/dashboard"). Redo of stale PR #1976 (`feat/team-dashboard`, closed DIRTY) — build fresh on `main`; do NOT resurrect that branch or its parallel `analytics/` module. Scope locked via interview 2026-05-29.
-
-## V1 decisions (locked)
-
-| Topic | Decision |
-|---|---|
-| Goal | Team **document usage** dashboard. NOT signature / recipient / user metrics; no "cumulative active users". |
-| Headline | **Documents Sent** (non-draft) + **Completed**. Raw counts only — no completion-rate or derived metrics, no period-over-period deltas. |
-| State tiles | Draft · Pending · Completed · **Declined (= `REJECTED`)**. "Voided" dropped (no `VOIDED` status exists). Render as a **row of compact stat tiles** (big number + small label). |
-| Attribution | By document **owner** (`Envelope.userId`, reuse `senderIds`). Full per-member, **no** privacy guardrail. |
-| Member control | **Filter only** — multiselect of team members + easy "All"; every number reflects the selected subset. Reuse `documents-table-sender-filter`. |
-| Time filter | **Calendar presets** (This week / This month / This quarter / This year, Last month, …). Default **This month / last 30 days**. **No per-bucket breakdown, no trend chart** — one total per metric for the range. Boundaries in the **viewer's local timezone**. |
-| Folder scope | Aggregate **all folders**. Folder filter control → V2. |
-| Counts | **Exact** — drop `STATS_COUNT_CAP` on the analytics path. |
-| Freshness | **Live** on every load (no cache in V1). |
-| Number format | Full, thousands-separated (`1,234`). |
-| Inbox | **Excluded** — dashboard = docs the team PRODUCES, not receives. |
-| Placement | Standalone top-level route `/t/:teamUrl/analytics` + **primary nav entry**. |
-| Access | `ADMIN` + `MANAGER` only. `MEMBER` → **hide nav + silent redirect** to documents (no 403, no existence leak). |
-| Rollout | Behind a **feature flag**, then open to all teams. No plan/tier gating. |
-| Empty state | Friendly empty state with CTA to send the first document. |
-| Export | Out of V1 (gold-plating). |
-| Deferred → V2 | Folder filter, personal/individual analytics, org-wide cross-team rollup, trend charts, period deltas, derived metrics. |
-
-## Metric semantics — READ THIS
-
-**Event model, bucketed by status date.** Each number counts documents that ENTERED that state during the selected period, each on its OWN date axis:
-
- **Documents Sent** = non-draft, `createdAt` ∈ period. *(createdAt is the sent-date proxy — see Risks.)*
- **Pending** = currently `PENDING`, `createdAt` ∈ period (sent in period, still pending).
- **Completed** = status `COMPLETED`, **`Envelope.completedAt`** ∈ period.
- **Declined** = status `REJECTED`, rejection time ∈ period — sourced from **`DocumentAuditLog` `DOCUMENT_RECIPIENT_REJECTED`** (there is no `Envelope.rejectedAt`).
- **Draft** = currently `DRAFT`, `createdAt` ∈ period (informational; excluded from "Sent").
-
-⚠️ **Tiles are independent activity counts on different date axes → they do NOT sum to "Documents Sent."** A doc sent in April but completed in May lands in May's Completed, not April's. The UI must NOT present the tiles as if they add up to the headline (no "x of y" framing, no stacked-total visuals).
-
-## Backend
-
- **New dedicated analytics query** (e.g. `packages/lib/server-only/team/get-team-analytics.ts`). **Do NOT call `getStats` directly** — its semantics diverge (root-folder-only, `STATS_COUNT_CAP`-capped, every status bucketed by `createdAt`). **Reuse its *patterns*:** Kysely builder, team `visibilityFilter` / `teamDeletedFilter`, `senderIds`, `EnvelopeType.DOCUMENT`, `deletedAt IS NULL`.
- Per-metric windows: `createdAt` for Sent/Pending/Draft; `Envelope.completedAt` for Completed; join `DocumentAuditLog` (`type = DOCUMENT_RECIPIENT_REJECTED`, by `envelopeId`, earliest timestamp) for Declined. Exact `COUNT(*)` — no cap.
- Period: resolve `[start, end)` from preset + **viewer timezone** (client sends IANA zone/offset; default UTC if absent). Use Luxon (already imported in `get-stats.ts`).
- tRPC: new `team.getAnalytics` (team-router per-file pattern, `packages/trpc/server/team-router/`). Input `{ teamId, period | { from, to }, senderIds[] }`. **Gate `ADMIN`/`MANAGER`** via team role (`getTeamById` → `currentTeamRole`); deny `MEMBER`.
-
-## Frontend
-
- Route `apps/remix/app/routes/_authenticated+/t.$teamUrl+/analytics._index.tsx`. Loader resolves team + role; `MEMBER` → `redirect` to `/t/:teamUrl/documents`. Behind feature flag (hidden + redirect when off).
- Components (tight, glanceable): headline (Documents Sent, Completed) + compact tile row (Draft/Pending/Completed/Declined); member multiselect (reuse `documents-table-sender-filter`, "All"); calendar-preset period selector; empty state.
- Nav entry in `apps/remix/app/components/general/menu-switcher.tsx`, gated by role + flag.
-
-## Design
-
-1. **Match existing Documenso UI** — Shadcn + Tailwind cards/typography from documents index & admin stats; reuse primitives, don't invent.
-2. **Consult the `uidotsh` (`/ui`) skill for EVERY design decision.** No layout/spacing/component/visual choice ships without first fetching `uidotsh://ui`, routing to the matching subskill, and loading its design-guideline files before writing markup. Subskills: `ideas` (tile-row layout options), `design` (`design-guidelines.md`), `finalize` = `componentize` + `canonicalize-tailwind`, `add-dark-mode`, `make-responsive`.
-
-## Approach order
-
-Per ElTimuro: **iterate on the UI first, then finalize the backend.** Stand up the page + filters against a thin query, agree the tile layout via `uidotsh`, then lock the analytics query (date axes, audit-log join, exact counts).
-
-## Verification
-
- Unit (`get-team-analytics`): doc sent-April/completed-May counts in May's Completed only (not April); Declined dated from audit log; all-folders aggregation; exact counts beyond the old cap; `senderIds` attribution; timezone-correct period boundaries.
- Unit (route/router): `ADMIN`/`MANAGER` allowed, `MEMBER` denied/redirected; flag off → nav hidden + redirect.
- E2E (Playwright, `@documenso/app-tests`): admin sees dashboard; member redirected away; member-filter and period-preset changes move the numbers; new team shows empty state.
-
-## Risks / open
-
-1. **Sent-date proxy:** `createdAt` ≠ true send time for draft-then-sent docs. More accurate = `DocumentAuditLog DOCUMENT_SENT`. V1 uses `createdAt` (no extra join); revisit if attribution looks wrong.
-2. **Audit-log join cost** for Declined on large teams (live + uncapped). Acceptable for V1; caching/precompute is the V2 lever if it bites.
-3. **Non-summing tiles** can confuse stakeholders — needs clear labels/tooltip; confirm framing with ElTimuro on the UI pass.
-4. **Timezone plumbing:** client must send its zone and the server must bucket in it. Confirm no existing team-timezone setting should take precedence.
@@ -0,0 +1,122 @@
+---
+date: 2026-05-28
+title: Custom Brand Logo Url
+---
+
+# Problem
+
+`brandingUrl` (the configured "Brand Website") is persisted and editable in branding
+settings, but historically it was never consumed anywhere. It flowed into the database,
+the settings form, and the admin read-only view, but never affected any rendered output.
+
+We want `brandingUrl` to actually do something, with deliberately different behavior per
+surface.
+
+# Relationship we're going for
+
+`brandingUrl` is an **email-only** linking concept. It is intentionally **not** used on
+in-app signing surfaces.
+
+| Surface | Custom branding logo configured | `brandingUrl` behavior |
+| --- | --- | --- |
+| Transactional emails (logo) | Logo shown | Logo links to `brandingUrl` when it is a safe http(s) URL; otherwise plain image |
+| Transactional emails (footer) | n/a | `brandingUrl` rendered as a link in the footer when it is a safe http(s) URL |
+| Signing pages (V1 + V2, normal + direct-template) | Logo shown | Ignored — logo is a plain image with no link |
+| Signing pages (no custom logo) | Documenso fallback shown | Fallback keeps its internal `/` link |
+| Embedded signing | Logo shown | Ignored (logo not linked) |
+| Embedded authoring/editor | Logo shown | Ignored |
+| Settings / admin branding previews | n/a | Unchanged (display only) |
+
+Rationale:
+
+- On signing pages the recipient is mid-task; sending them off to an external marketing
+  site via the logo is undesirable, so the custom logo is a plain image there.
+- In emails the logo and a footer link to the brand's own site are a normal, expected
+  pattern and reinforce that the email is legitimately from that brand.
+
+# Decisions
+
+## Scope
+
+- Use `brandingUrl` only in transactional email rendering:
+  - The shared email logo component links the custom branding logo to `brandingUrl`.
+  - The shared email footer renders `brandingUrl` as a link.
+- On signing surfaces, render a configured custom branding logo as a plain image with no
+  link wrapper. Leave the Documenso fallback logo's internal `/` link untouched.
+- Do not change embedded signing, embedded authoring/editor, or settings/admin previews.
+- No Prisma schema or database migration. `brandingUrl` already exists and is editable.
+
+## URL safety
+
+Rendering must be defensive because old/imported data can bypass the branding form's URL
+validation. Only treat the stored value as a usable Brand Website when it parses as an
+absolute `http:` or `https:` URL.
+
+- Empty, missing, invalid, relative, or non-http(s) values are treated as "no Brand
+  Website" and produce a plain logo / no footer link.
+- Do not mutate stored settings or run a cleanup migration.
+- Factored into a single shared helper so both email logo and footer apply identical rules:
+  - `packages/email/utils/branding-url.ts` -> `getSafeBrandingUrl(value): string | null`.
+
+## Email rendering
+
+- New shared component `packages/email/template-components/template-branding-logo.tsx`
+  (`TemplateBrandingLogo`) renders either:
+  - the custom branding logo, wrapped in a `Link` to the safe `brandingUrl` with
+    `target="_blank"` when one exists, or a plain `Img` when not; or
+  - the Documenso fallback logo (`/static/logo.png`) when custom branding is disabled or
+    no logo is set.
+- This component replaced the duplicated `brandingEnabled && brandingLogo ? <Img/> : <fallback/>`
+  ternary that was copy-pasted across all transactional email templates.
+- `packages/email/template-components/template-footer.tsx` renders `brandingUrl` as a
+  footer link (via `getSafeBrandingUrl`) when branding is enabled and the URL is safe.
+
+The branding context already exposes `brandingUrl` (`packages/email/providers/branding.tsx`),
+populated by `teamGlobalSettingsToBranding` / `organisationGlobalSettingsToBranding`
+(which spread `...settings`), so no additional plumbing into the email branding context was
+required.
+
+## Signing rendering
+
+- `apps/remix/app/components/general/document-signing/document-signing-page-view-v1.tsx`:
+  custom logo renders as a bare `<img>`. `brandingUrl` is not read; the local branding type
+  and loader payload no longer carry it.
+- `apps/remix/app/components/general/envelope-signing/envelope-signer-header.tsx` (V2,
+  shared by normal and direct-template signing): custom logo renders as a bare `<img>`; the
+  Documenso fallback keeps its `<Link to="/">`.
+- `apps/remix/app/routes/_recipient+/sign.$token+/_index.tsx`: V1 loader branding payload no
+  longer includes `brandingUrl`.
+- `packages/lib/server-only/envelope/get-envelope-for-recipient-signing.ts` and
+  `get-envelope-for-direct-template-signing.ts`: `brandingUrl` removed from the V2
+  `EnvelopeForSigningResponse.settings` schema/payload since it is not consumed there.
+
+# History
+
+An earlier iteration of this plan wired `brandingUrl` into the in-app signing pages so a
+custom logo linked to the Brand Website (external `<a target="_blank">`, internal `/`
+fallback otherwise) and added `brandingUrl` to the V1/V2 signing payloads. That direction
+was reversed: signing-page logos are now plain images and `brandingUrl` is email-only. The
+signing payload additions were removed.
+
+# Test coverage
+
+`packages/app-tests/e2e/signing-branding.spec.ts`:
+
+- V1 normal `/sign/:token`: custom logo is a plain image, not inside a link, and no
+  `brandingUrl` link is present.
+- V2 normal `/sign/:token` and V2 direct-template: same plain-image assertions.
+- V2 with no custom logo: Documenso fallback still links to `/`.
+- Embedded signing: no custom-logo Brand Website link is rendered.
+
+# Acceptance criteria
+
+- A custom branding logo on any signing surface (V1, V2 normal, V2 direct-template, embedded)
+  renders as a plain image with no link, and `brandingUrl` is never rendered as a link there.
+- Documenso fallback logos continue linking to `/`.
+- In transactional emails, when a custom logo and a safe `brandingUrl` are configured, the
+  email logo links to `brandingUrl` (new tab) and the footer shows the Brand Website link.
+- In transactional emails, when `brandingUrl` is empty/invalid/relative/non-http(s), the logo
+  is a plain image and no footer Brand Website link is shown.
+- URL safety is enforced through the single shared `getSafeBrandingUrl` helper.
+- Settings/admin branding previews are unchanged.
+- No schema or migration changes.
@@ -48,7 +48,7 @@ NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documen
 NEXT_PRIVATE_DIRECT_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"

 # [[SIGNING]]
-# The transport to use for document signing. Available options: local (default) | gcloud-hsm
+# The transport to use for document signing. Available options: local (default) | gcloud-hsm | csc
 NEXT_PRIVATE_SIGNING_TRANSPORT="local"
 # OPTIONAL: The passphrase to use for the local file-based signing transport.
 NEXT_PRIVATE_SIGNING_PASSPHRASE=
@@ -70,6 +70,14 @@ NEXT_PRIVATE_SIGNING_GCLOUD_HSM_CERT_CHAIN_FILE_PATH=
 NEXT_PRIVATE_SIGNING_GCLOUD_HSM_CERT_CHAIN_CONTENTS=
 # OPTIONAL: The Google Secret Manager path to retrieve the certificate for the gcloud-hsm signing transport.
 NEXT_PRIVATE_SIGNING_GCLOUD_HSM_SECRET_MANAGER_CERT_PATH=
+# OPTIONAL: The base URL of the Cloud Signature Consortium (CSC) provider for the csc signing transport.
+NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL=
+# OPTIONAL: The OAuth client ID registered with the CSC provider for the csc signing transport.
+NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID=
+# OPTIONAL: The OAuth client secret registered with the CSC provider for the csc signing transport.
+NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET=
+# OPTIONAL: Default signature level for envelopes created on a CSC instance when the caller doesn't specify one. Available options: AES (default) | QES. Explicit AES/QES requests always pass through unchanged.
+NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL=
 # OPTIONAL: Comma-separated list of timestamp authority URLs for PDF signing (enables LTV and archival timestamps).
 NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY=
 # OPTIONAL: Contact info to embed in PDF signatures. Defaults to the webapp URL.
@@ -160,8 +168,6 @@ NEXT_PRIVATE_REDIS_PREFIX="documenso"
 NEXT_PUBLIC_POSTHOG_KEY=""
 # OPTIONAL: Leave blank to disable billing.
 NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
-# OPTIONAL: Team analytics dashboard kill-switch. Enabled by default; set to "false" to hide it during rollout.
-NEXT_PUBLIC_FEATURE_TEAM_ANALYTICS_ENABLED=
 # OPTIONAL: Set to "true" to disable all signup methods (email, Google, Microsoft, OIDC, including the organisation OIDC portal).
 NEXT_PUBLIC_DISABLE_SIGNUP=
 # OPTIONAL: Set to "true" to disable email/password signup only.
@@ -29,6 +29,6 @@
    "editor.defaultFormatter": "biomejs.biome"
  },
  "[json]": {
-    "editor.defaultFormatter": "biomejs.biome"
+    "editor.defaultFormatter": "vscode.json-language-features"
  }
 }
@@ -182,7 +182,7 @@ For full instructions, requirements, and configuration details, see the [Self Ho

 #### Railway

-[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
+[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)

 #### Render

@@ -60,7 +60,7 @@ We support a variety of deployment methods, and are actively working on adding m

 ## Railway

-[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/DjrRRX)
+[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)

 ## Render

@@ -0,0 +1,81 @@
+---
+title: iframe
+description: Embed the signing experience directly in your application using an iframe.
+---
+
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Step, Steps } from 'fumadocs-ui/components/steps';
+import { Tab, Tabs } from 'fumadocs-ui/components/tabs';
+
+<Callout type="warn" title="iframes are not recommended">
+  Embedding via iframe is not recommended. We strongly recommend using the [official SDKs](/docs/developers/embedding/sdks) instead.
+</Callout>
+
+### Basic iframe Embedding
+
+```html
+<iframe
+  src="https://app.documenso.com/embed/sign/abc123xyz"
+  width="100%"
+  height="800"
+  frameborder="0"
+  allow="clipboard-write"
+></iframe>
+```
+
+<Callout title="Use the correct embed URL">
+  The URL you embed depends on the embed mode you’re using (for example direct links vs sign-token embeds). Use the
+  embed URL provided by Documenso for your flow.
+</Callout>
+
+### iframe Customization
+
+You can customize the embedded signing experience by passing **encoded options in the iframe URL fragment** (everything
+after `#`).
+
+Documenso expects the fragment to be **base64** of:
+
+- `encodeURIComponent(JSON.stringify(options))`
+
+#### Supported options
+
+| Option | Type | Description |
+| ------ | ---- | ----------- |
+| `name` | `string` | Prefill signer name. |
+| `email` | `string` | Prefill signer email. |
+| `lockName` | `boolean` | Lock the name field (prevents editing). |
+| `lockEmail` | `boolean` | Lock the email field (prevents editing). |
+| `language` | `string` | Force the embed language (e.g. `en`). |
+| `darkModeDisabled` | `boolean` | Disable dark mode behavior. |
+| `allowDocumentRejection` | `boolean` | Allow or disallow document rejection. |
+| `css` | `string` | Inject custom CSS into the embed. |
+| `cssVars` | `object` | Override embed CSS variables (see the CSS Variables page). |
+
+#### Example
+
+```ts
+const buildEmbedSrc = (host: string, token: string) => {
+  const options = {
+    name: 'Ada Lovelace',
+    email: 'ada@example.com',
+    lockName: true,
+    lockEmail: true,
+    language: 'en',
+    darkModeDisabled: false,
+    allowDocumentRejection: true,
+    css: ':root { --radius: 12px; }',
+    cssVars: {},
+  };
+
+  const encodedOptions = btoa(encodeURIComponent(JSON.stringify(options)));
+
+  return `${new URL(`/embed/sign/${token}`, host).toString()}#${encodedOptions}`;
+};
+```
+
+A complete example can be found in the [Embeds repository](https://github.com/documenso/embeds/blob/main/packages/mitosis/src/sign-document.lite.tsx).
+
+<Callout type="info" title="Why use the URL fragment?">
+  The fragment is **not sent to the server** as part of the HTTP request, but it is available to the embedded app in
+  the browser. This makes it a convenient way to pass client-side configuration without changing the base embed URL.
+</Callout>
@@ -1,4 +1,4 @@
 {
  "title": "Embedding",
-  "pages": ["sdks", "direct-links", "css-variables", "editor"]
+  "pages": ["sdks", "direct-links", "css-variables", "editor", "iframe"]
 }
@@ -8,6 +8,7 @@
    "privacy",
    "terms",
    "security",
+    "verify-email",
    "support"
  ]
 }
@@ -0,0 +1,68 @@
+---
+title: Verifying Emails from Documenso
+description: How to confirm that an email is genuinely from Documenso, and what to do if you receive a suspicious message.
+---
+
+import { Callout } from 'fumadocs-ui/components/callout';
+
+## Check the Sender Domain
+
+All email sent by Documenso originates from one of the following domains. If you receive an email claiming to be from Documenso and the sender address does not end in one of these domains, treat it as suspicious.
+
+| Domain                   | Used for                                                       |
+| ------------------------ | -------------------------------------------------------------- |
+| `app.documenso.com`      | Transactional email                                            |
+| `documensomail.com`      | Transactional email                                            |
+| `documensoemail.com`     | Transactional email                                            |
+| Custom domain            | [Enterprise organisations](/docs/users/organisations/email-domains) using a custom email domain |
+
+Typical sender addresses include:
+
+- `noreply@app.documenso.com`
+- `noreply@free.documensomail.com`
+- `noreply@send.documensoemail.com`
+
+<Callout type="warn">
+  A misspelling such as `documenso-email.com`, `documensoemaiI.com` (capital i instead of l), or any other variation is not a Documenso domain.
+</Callout>
+
+## Types of Email Documenso Sends
+
+Documenso sends email only for the following purposes:
+
+- **Account verification** — confirming your email address when you sign up or change it
+- **Password reset** — a link to reset your password that you requested
+- **Document invitations** — notifying you that a document has been shared with you to sign, approve, or view
+- **Signing reminders** — follow-up reminders for pending document actions
+- **Completed document notifications** — confirmation that all parties have signed a document
+- **Team invitations** — inviting you to join an organisation or team
+
+## What Documenso Will Never Do
+
+- Ask for your password via email
+- Send you an attachment and ask you to open it to verify your identity
+- Ask you to confirm payment details or billing information over email
+- Send unsolicited marketing emails if you have not opted in
+
+## How to Tell If an Email Is Legitimate
+
+1. **Check the sender address** — the domain must be `documenso.com` or `documensomail.com`
+2. **Look at the link destination** — hover over any link before clicking; it should point to `app.documenso.com`
+3. **Watch for urgency or threats** — legitimate Documenso emails do not threaten account suspension to pressure you into clicking a link immediately
+4. **Verify the action yourself** — if in doubt, log in to [app.documenso.com](https://app.documenso.com) directly (not via the email link) and check whether the document or notification exists there
+
+## Report a Suspicious Email
+
+If you receive an email that appears to impersonate Documenso:
+
+1. Do not click any links or download any attachments
+2. Forward the email as an attachment to **support@documenso.com**
+3. Delete the email from your inbox
+
+You can also report phishing emails directly to your email provider using their built-in reporting tools.
+
+## Related
+
+- [Security Policy](/docs/policies/security) — Documenso's security practices and vulnerability disclosure process
+- [Create an Account](/docs/users/getting-started/create-account) — What to expect during sign-up
+- [Security Settings](/docs/users/settings/security) — Enable two-factor authentication and manage sessions
@@ -186,9 +186,9 @@ Documenso requires a certificate to digitally sign documents.

 ### Transport Selection

-| Variable                         | Description                              | Default |
-| -------------------------------- | ---------------------------------------- | ------- |
-| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Signing backend: `local` or `gcloud-hsm` | `local` |
+| Variable                         | Description                                       | Default |
+| -------------------------------- | ------------------------------------------------- | ------- |
+| `NEXT_PRIVATE_SIGNING_TRANSPORT` | Signing backend: `local`, `gcloud-hsm`, or `csc`  | `local` |

 ### Local Signing

@@ -210,11 +210,36 @@ Documenso requires a certificate to digitally sign documents.
 | `NEXT_PRIVATE_SIGNING_GCLOUD_HSM_CERT_CHAIN_CONTENTS`          | Base64-encoded certificate chain                     |
 | `NEXT_PRIVATE_SIGNING_GCLOUD_HSM_SECRET_MANAGER_CERT_PATH`     | Google Secret Manager path for certificate retrieval |

+### Cloud Signature Consortium (CSC)
+
+Routes signing through a third-party Trust Service Provider for Advanced and Qualified Electronic Signatures (AES/QES). Instance-wide; set `NEXT_PRIVATE_SIGNING_TRANSPORT=csc` to enable. See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes) for the full setup walkthrough.
+
+CSC mode requires an active [Enterprise Edition](/docs/policies/enterprise-edition) license. Without a valid license, the instance will refuse to start in `csc` mode.
+
+| Variable                                       | Description                                                                                                                | Default |
+| ---------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------- | ------- |
+| `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL`   | Base URL of the CSC provider's API                                                                                         |         |
+| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID`     | OAuth client ID registered with the CSC provider                                                                           |         |
+| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET` | OAuth client secret registered with the CSC provider                                                                       |         |
+| `NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL`     | Default legal tier for new envelopes when the caller doesn't specify one. `AES` or `QES`. Explicit requests pass through.  | `AES`   |
+
+The OAuth callback URL registered with the CSC provider is fixed at `${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback` — register this exact URL with the TSP.
+
+#### Derived Public Variables
+
+The following client-visible variable is **derived automatically** from the private transport at server startup. Do not set it manually — any value set in the environment is overwritten on boot.
+
+| Variable                              | Derived from                                       | Value                                             |
+| ------------------------------------- | -------------------------------------------------- | ------------------------------------------------- |
+| `NEXT_PUBLIC_SIGNING_TRANSPORT_IS_CSC` | `NEXT_PRIVATE_SIGNING_TRANSPORT === 'csc'`        | `'true'` when CSC mode is active, else `'false'` |
+
+The authoring UI uses this flag to gate features that AES/QES envelopes cannot support (parallel signing, assistant role, dictate next signer). Deriving it from the private transport prevents the client-side flag from drifting from the real server-side configuration.
+
 ### Signature Options

 | Variable                                    | Description                                                 | Default    |
 | ------------------------------------------- | ----------------------------------------------------------- | ---------- |
-| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY`  | Comma-separated timestamp authority URLs for LTV signatures |            |
+| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY`  | Comma-separated timestamp authority URLs for LTV signatures. Optional for `local` / `gcloud-hsm` (signatures omit the timestamp when unset). **Required** when `NEXT_PRIVATE_SIGNING_TRANSPORT=csc` — the instance refuses to start without it. See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes#timestamp-authority-resolution). |            |
 | `NEXT_PUBLIC_SIGNING_CONTACT_INFO`          | Contact info embedded in PDF signatures                     | Webapp URL |
 | `NEXT_PRIVATE_USE_LEGACY_SIGNING_SUBFILTER` | Use `adbe.pkcs7.detached` instead of `ETSI.CAdES.detached`  | `false`    |

@@ -0,0 +1,213 @@
+---
+title: CSC (AES / QES)
+description: Configure Cloud Signature Consortium signing for Advanced and Qualified Electronic Signatures via a third-party Trust Service Provider.
+---
+
+import { Callout } from 'fumadocs-ui/components/callout';
+import { Step, Steps } from 'fumadocs-ui/components/steps';
+
+The `csc` signing transport routes signatures through a third-party Trust Service Provider (TSP) using the [Cloud Signature Consortium API v1.0.4.0](https://cloudsignatureconsortium.org/). Each recipient authenticates directly with the TSP (Strong Customer Authentication) and the TSP returns a per-recipient signature bound to the document hash. Documenso assembles the resulting PAdES signature inside the PDF.
+
+This transport enables **Advanced Electronic Signatures (AES)** and **Qualified Electronic Signatures (QES)** under eIDAS. See [Signature Levels](/docs/compliance/signature-levels) for the legal framework.
+
+<Callout type="warn">
+  CSC mode is **instance-wide**: one CSC provider per Documenso install. All envelopes created
+  while the instance runs in `csc` mode use AES or QES. Switching `NEXT_PRIVATE_SIGNING_TRANSPORT`
+  is a one-way operational migration — see [Switching Transports](#switching-transports).
+</Callout>
+
+<Callout type="warn">
+  CSC mode requires an active [Enterprise Edition](/docs/policies/enterprise-edition) license. The
+  instance refuses to start in `csc` mode without it.
+</Callout>
+
+## Prerequisites
+
+{/* prettier-ignore */}
+<Steps>
+<Step>
+
+### A TSP account
+
+Establish a relationship with a CSC-compatible Trust Service Provider. The TSP issues qualified or advanced certificates to your signers, holds the private keys in its HSM, and exposes a CSC v1.0.4.0-compliant API.
+
+</Step>
+<Step>
+
+### OAuth client credentials
+
+Register Documenso as an OAuth client with the TSP. You will receive a client ID and client secret, and must supply Documenso's callback URL when registering:
+
+```
+${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback
+```
+
+The callback URL is fixed — Documenso derives it from `NEXT_PUBLIC_WEBAPP_URL` and the route mount path. There is no env var to override it; ensuring the registered URL matches your instance's webapp URL exactly is the operator's responsibility.
+
+</Step>
+<Step>
+
+### Enterprise Edition license
+
+CSC mode is gated by the `instanceCscSigning` license flag. Without a valid Enterprise license, the transport refuses to start (`CSC_UNLICENSED`).
+
+</Step>
+<Step>
+
+### S3 storage (strongly recommended)
+
+CSC produces multiple `DocumentData` rows per envelope item (one per recipient signature, plus the materialised and source rows). Database-backed storage base64-inflates each row by ~33% and is impractical at meaningful PDF sizes. Configure [S3 storage](/docs/self-hosting/configuration/storage) before enabling CSC.
+
+</Step>
+</Steps>
+
+## Environment Variables
+
+| Variable                                       | Description                                                                                                                       | Default |
+| ---------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------- | ------- |
+| `NEXT_PRIVATE_SIGNING_TRANSPORT`               | Set to `csc`                                                                                                                      |         |
+| `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL`   | Base URL of the CSC provider's API                                                                                                |         |
+| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID`     | OAuth client ID registered with the CSC provider                                                                                  |         |
+| `NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET` | OAuth client secret registered with the CSC provider                                                                              |         |
+| `NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL`     | Default legal tier for new envelopes when the caller does not specify one. `AES` or `QES`. Explicit requests always pass through. | `AES`   |
+| `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY`     | **Required.** Comma-separated RFC 3161 TSA URLs. Always used for B-LTA archival timestamps at seal time, and also serves as the B-T sign-time fallback when the TSP does not expose `signatures/timestamp`. The instance refuses to start in CSC mode without it. See [Timestamp Authority Resolution](#timestamp-authority-resolution). |         |
+
+<Callout type="info">
+  `NEXT_PUBLIC_SIGNING_TRANSPORT_IS_CSC` is set automatically from
+  `NEXT_PRIVATE_SIGNING_TRANSPORT` at server startup. Do not set it manually — see
+  [Environment Variables](/docs/self-hosting/configuration/environment#derived-public-variables).
+</Callout>
+
+## Configuration Example
+
+```bash
+NEXT_PRIVATE_SIGNING_TRANSPORT=csc
+NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL=https://api.example-tsp.com/csc/v1
+NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_ID=documenso-prod
+NEXT_PRIVATE_SIGNING_CSC_OAUTH_CLIENT_SECRET=...
+NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL=QES
+NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY=http://timestamp.example.com
+```
+
+Register `${NEXT_PUBLIC_WEBAPP_URL}/api/csc/oauth/callback` (e.g. `https://sign.example.com/api/csc/oauth/callback`) as the OAuth callback URL with the TSP.
+
+## Default Signature Level
+
+`NEXT_PRIVATE_SIGNING_CSC_SIGNATURE_LEVEL` selects the legal tier applied to envelopes that do not specify one explicitly. It is a default, not a capability gate: callers may still create AES or QES envelopes explicitly regardless of this setting.
+
+| Configured value | Caller passes nothing | Caller passes `AES` | Caller passes `QES` |
+| ---------------- | --------------------- | ------------------- | ------------------- |
+| `AES` (default)  | Envelope is `AES`     | Envelope is `AES`   | Envelope is `QES`   |
+| `QES`            | Envelope is `QES`     | Envelope is `AES`   | Envelope is `QES`   |
+
+Any value other than `AES` or `QES` causes the instance to refuse to start. This prevents silent qualified-to-advanced downgrades from a typo.
+
+## Timestamp Authority Resolution
+
+AES/QES envelopes use TSA-attested timestamps in two distinct phases. Resolution differs per phase.
+
+### Sign time — PAdES B-T per recipient
+
+Each recipient's CMS embeds a signature timestamp (CMS unsigned attribute) so proven time is bound to the recipient's signature itself. Resolution order:
+
+1. If the TSP advertises `signatures/timestamp` in its `info` response (CSC §11.10), the TSP endpoint is used. The call is authorised with **this recipient's** service-scope bearer token — the same one authorising the `signatures/signHash` call alongside it.
+2. Otherwise, the first URL from `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is used (RFC 3161 over HTTP).
+
+Selection is made at boot from the discovered transport, not at runtime; there is no try-then-fall-through. If the chosen source fails, the recipient's sign attempt fails.
+
+### Seal time — PAdES B-LTA archival
+
+The seal-document job emits a single archival `/DocTimeStamp` over the fully-signed envelope (plus DSS for the existing signatures and the timestamp's own chain). This phase is **env-only**: the first URL from `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is always used.
+
+The archival anchor is the operator's long-term trust anchor and SHOULD point at a dedicated qualified archival TSA (e.g. DigiCert) independent of the per-recipient TSP. We deliberately do not fall back to the TSP at seal time: archive longevity should not be coupled to a TSP that may rotate or revoke, and the seal-document job has no recipient context to carry a service-scope bearer.
+
+### Boot-time guard
+
+The instance refuses to start in CSC mode unless `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is set (`CSC_PROVIDER_NO_TSA` at transport construction). The env var is required unconditionally — even when the TSP advertises its own `signatures/timestamp`, seal-time B-LTA archival uses the env TSA. Catching this at boot prevents the failure mode where an envelope signs successfully at B-T and then hangs in `WAITING_FOR_SIGNATURE_COMPLETION` when the seal job throws.
+
+## Switching Transports
+
+`NEXT_PRIVATE_SIGNING_TRANSPORT` is a one-way operational migration. Existing envelopes route per the `signatureLevel` column they were created with — the runtime branching looks at the envelope, not the env var. After a switch:
+
+- Envelopes already at `SES` continue to use the new transport for sealing, but the new transport's signer must produce SES-compatible signatures (only `local` and `gcloud-hsm` qualify).
+- Envelopes already at `AES` / `QES` will fail at sign or seal time if the new transport is not `csc`.
+
+Plan migrations during a quiet window with no in-flight envelopes.
+
+## Behavioural Notes
+
+CSC mode changes a number of envelope-authoring behaviours that operators should communicate to users.
+
+### Mutation lock at distribution
+
+For AES/QES envelopes, all authoring routes refuse mutations once the envelope leaves DRAFT. This locks the PDF before any recipient begins Strong Customer Authentication, closing the PDF-swap window that would otherwise allow an owner to replace the PDF between view and sign and break the legal "what you see is what you sign" guarantee.
+
+In practice: edit envelope, recipients, fields, and items freely while DRAFT; once sent, no changes are accepted (including from the API).
+
+### Sequential signing only
+
+Parallel signing produces conflicting incremental updates over the same base PDF, breaking the per-recipient `/ByteRange` invariant. The signing order is forced to `SEQUENTIAL` on AES/QES envelopes — at the schema layer, at send time, and in the UI (the parallel-signing toggle is hidden).
+
+### Assistant role and Dictate Next Signer disabled
+
+Both features modify the recipient set after the envelope is sent, which is incompatible with the AES/QES mutation lock. They are hidden in the UI and rejected at the server schema layer.
+
+### Sidecar PDFs at download
+
+The signed PDF must remain byte-identical to what each recipient's TSP signature authorised — Documenso cannot decorate it after signing. Audit logs and the Certificate of Completion are generated on demand and delivered as separate PDFs:
+
+- `GET /sign/{token}/download` returns the signed PDF only (or a ZIP for multi-item envelopes).
+- `GET /sign/{token}/download?version=bundle` returns a ZIP containing the signed PDFs, audit log PDF, and Certificate of Completion.
+- The completion email attaches all three.
+
+## Recipient Flow
+
+For context when supporting end users, here is what a recipient experiences on an AES/QES envelope:
+
+1. Opens the email link, lands on the signing page.
+2. Documenso redirects to the TSP for Strong Customer Authentication (first visit only; cached for the session lifetime).
+3. Fills fields as normal.
+4. Clicks Sign → redirected to the TSP for a second authentication round (issues a per-document Signature Activation Data token).
+5. Returns to Documenso; the signing call completes within ~15 seconds.
+6. Sees the standard completion screen.
+
+If the TSP returns no eligible credentials for the recipient (e.g. they have not enrolled), they see a blocking page directing them to enrol with the TSP and retry.
+
+## Error Codes
+
+CSC-specific error codes surfaced through the standard error channels:
+
+| Code                       | Meaning                                          | Recovery                                                                |
+| -------------------------- | ------------------------------------------------ | ----------------------------------------------------------------------- |
+| `CSC_UNLICENSED`           | License flag absent at transport-create          | Operator: enable Enterprise Edition, restart                            |
+| `CSC_PROVIDER_INFO_FAILED` | `info` discovery failed at startup               | Operator: check TSP availability and `NEXT_PRIVATE_SIGNING_CSC_PROVIDER_BASE_URL` |
+| `CSC_PROVIDER_NO_TSA`      | `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY` is unset | Operator: configure `NEXT_PRIVATE_SIGNING_TIMESTAMP_AUTHORITY`        |
+| `CSC_CREDENTIAL_LIST_EMPTY`| TSP returned no credentials for the user         | Recipient: enrol with the TSP                                           |
+| `CSC_CERT_INVALID`         | Certificate refused at credential validation     | Recipient: contact the TSP                                              |
+| `CSC_ALGORITHM_REFUSED`    | Signature algorithm fails policy                 | Operator/recipient: TSP does not meet policy (see below)                |
+| `CSC_SAD_EXPIRED_PRE_SIGN` | Signature Activation Data expired before signing | Recipient: retry from Sign                                              |
+| `CSC_TSP_TIMEOUT`          | 15-second synchronous timeout reached            | Recipient: retry (idempotent — the TSP enforces single-use SAD binding) |
+| `CSC_EMBED_FAILED`         | Sign-time digest diverged from prep capture      | Recipient: retry from Sign                                              |
+| `CSC_BASE_DOCUMENT_MUTATED`| Document data changed between prep and sign      | Operator: investigate (structural guard violation)                      |
+| `CSC_INSTANCE_MODE_MISMATCH`| Envelope created with wrong level for transport | Caller: use a level matching the instance transport                     |
+| `CSC_REQUEST_FAILED`       | TSP HTTP transport failure — network error, non-2xx, or malformed response | Operator: check TSP availability; carries the TSP HTTP status and error in the message |
+
+## Algorithm Policy
+
+Documenso refuses TSP credentials that do not meet the following minimums, at the OAuth callback boundary and again at sign time:
+
+| Class | Allowed                            | Refused                                                |
+| ----- | ---------------------------------- | ------------------------------------------------------ |
+| RSA   | `key.len >= 2048`                  | Missing `key.len`, `key.len < 2048`                    |
+| ECDSA | P-256, P-384, P-521                | Missing `key.curve`, P-192, P-224, other curves        |
+| Hash  | SHA-256, SHA-384, SHA-512          | SHA-1, MD5                                             |
+| Other | —                                  | DSA                                                    |
+
+This is the union of CSC v1.0.4.0 §11.5 requirements and current cryptographic guidance.
+
+## Related
+
+- [Signature Levels](/docs/compliance/signature-levels) — AES / QES legal framework
+- [Signing Certificate](/docs/self-hosting/configuration/signing-certificate) — overview of all signing transports
+- [Environment Variables](/docs/self-hosting/configuration/environment) — full env reference
+- [Enterprise Edition](/docs/policies/enterprise-edition) — license requirements
@@ -24,6 +24,11 @@ Self-hosted Documenso instances require a signing certificate. You can generate
    description="Hardware-based key protection with Google Cloud KMS."
    href="/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm"
  />
+  <Card
+    title="CSC (AES / QES)"
+    description="Route signing through a third-party Trust Service Provider for Advanced and Qualified Electronic Signatures."
+    href="/docs/self-hosting/configuration/signing-certificate/csc-qes"
+  />
  <Card
    title="Timestamp Server"
    description="Add trusted timestamps and customise signature appearance."
@@ -38,7 +43,7 @@ Self-hosted Documenso instances require a signing certificate. You can generate

 ## Certificate Options

-<Tabs items={['Self-Signed', 'CA-Issued', 'Google Cloud HSM']}>
+<Tabs items={['Self-Signed', 'CA-Issued', 'Google Cloud HSM', 'CSC (AES / QES)']}>
 <Tab value="Self-Signed">

 A self-signed certificate is sufficient for most use cases where your industry has no special signing regulations.
@@ -79,6 +84,18 @@ For organisations requiring hardware-based key protection, Documenso supports Go

 See [Google Cloud HSM](/docs/self-hosting/configuration/signing-certificate/google-cloud-hsm) for setup instructions.

+</Tab>
+<Tab value="CSC (AES / QES)">
+
+For Advanced and Qualified Electronic Signatures under eIDAS, Documenso integrates with third-party Trust Service Providers via the Cloud Signature Consortium API. Each recipient authenticates directly with the TSP, which holds the private key and issues the signature.
+
+- Per-recipient identity verification by an accredited TSP
+- Legally equivalent to a handwritten signature within the EU (QES)
+- Requires an [Enterprise Edition](/docs/policies/enterprise-edition) license
+- Instance-wide setting; one CSC provider per Documenso install
+
+See [CSC (AES / QES)](/docs/self-hosting/configuration/signing-certificate/csc-qes) for setup instructions.
+
 </Tab>
 </Tabs>

@@ -1,4 +1,4 @@
 {
  "title": "Signing Certificate",
-  "pages": ["...index", "local", "google-cloud-hsm", "timestamp-server", "troubleshooting"]
+  "pages": ["...index", "local", "google-cloud-hsm", "csc-qes", "timestamp-server", "troubleshooting"]
 }
@@ -24,7 +24,7 @@ Before deploying, you need:

 The fastest way to deploy Documenso on Railway is using the official template:

-[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
+[![Deploy on Railway](https://railway.com/button.svg)](https://railway.com/deploy/DjrRRX?referralCode=EZR3s0&utm_medium=integration&utm_source=template&utm_campaign=generic)

 This template automatically provisions:

@@ -39,7 +39,11 @@ Navigate to [documen.so/free](https://documen.so/free) to create a free account.

 Provide your name, email address, and create a password. Alternatively, sign up with Google for faster access.

-{/* TODO: Add screenshot of registration form */}
+<img 
+  src="/get-started-images/documenso-registration-form.webp" 
+  alt="Documenso registration form with name, email, and password fields"
+  style={{width: '500px', height: '650px', objectFit: 'contain' }}
+/>

 </Step>

@@ -7,14 +7,14 @@ import { Callout } from 'fumadocs-ui/components/callout';
 import { Step, Steps } from 'fumadocs-ui/components/steps';

 <Callout type="error">
-  Account deletion is permanent and irreversible. All documents, signatures, templates, and account
-  data will be permanently removed. Any active subscription will be cancelled.
+  Account deletion is permanent and irreversible. Your account, signatures, and personal data will be
+  permanently removed, and any active subscription will be cancelled. How your organisations and
+  documents are handled is explained below.
 </Callout>

 ## Before Deleting

 - Download any documents you need to keep
- Cancel any active subscriptions
 - Disable two-factor authentication (required before deletion)

 ## Delete Your Account
@@ -36,6 +36,31 @@ import { Step, Steps } from 'fumadocs-ui/components/steps';
  If you have two-factor authentication enabled, you must disable it before deleting your account.
 </Callout>

+## What Happens to Your Organisations
+
+When you delete your account, the organisations you **own** are permanently deleted along with all of
+their teams. If an owned organisation has an active subscription, it is scheduled for cancellation at
+the end of the current billing period.
+
+Organisations that you are only a **member** of are not deleted. You are simply removed from them, and
+the organisation continues to operate as normal.
+
+## What Happens to Your Documents
+
+The way your documents and templates are handled depends on whether you owned the organisation they
+belong to:
+
+- **Organisations you owned** — Completed and in-progress documents are retained in an anonymized form
+  (reassigned to an internal system account) so the other parties keep their records. Draft documents
+  and templates are permanently removed.
+- **Organisations you were a member of** — Your documents and templates are transferred to the
+  organisation owner, so they remain accessible to the organisation after you leave.
+
+<Callout type="warn">
+  Documents that are retained in anonymized form are no longer associated with your account and cannot
+  be recovered or accessed by you after deletion. Download anything you need to keep beforehand.
+</Callout>
+
 ---

 ## See Also
@@ -73,5 +73,12 @@ if [ -z "$NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET" ]; then
  echo "╚═════════════════════════════════════════════════════════════════════╝"
 fi

+NEXT_PUBLIC_WEBAPP_URL=$(load_env_var "NEXT_PUBLIC_WEBAPP_URL")
+
+if [ -z "$NEXT_PUBLIC_WEBAPP_URL" ]; then
+  NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
+  echo "[INFO]: NEXT_PUBLIC_WEBAPP_URL not set, defaulting to $NEXT_PUBLIC_WEBAPP_URL"
+fi
+
 echo "[INFO]: Starting Stripe webhook listener..."
-stripe listen --api-key "$NEXT_PRIVATE_STRIPE_API_KEY" --forward-to http://localhost:3000/api/stripe/webhook
+stripe listen --api-key "$NEXT_PRIVATE_STRIPE_API_KEY" --forward-to "$NEXT_PUBLIC_WEBAPP_URL/api/stripe/webhook"
@@ -0,0 +1,155 @@
+import { AppError } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { z } from 'zod';
+
+export type AdminOrganisationSyncSubscriptionDialogProps = {
+  organisationId: string;
+  trigger?: React.ReactNode;
+};
+
+const ZAdminOrganisationSyncSubscriptionFormSchema = z.object({
+  syncClaims: z.boolean(),
+});
+
+type TAdminOrganisationSyncSubscriptionFormSchema = z.infer<typeof ZAdminOrganisationSyncSubscriptionFormSchema>;
+
+export const AdminOrganisationSyncSubscriptionDialog = ({
+  organisationId,
+  trigger,
+}: AdminOrganisationSyncSubscriptionDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const navigate = useNavigate();
+
+  const form = useForm<TAdminOrganisationSyncSubscriptionFormSchema>({
+    resolver: zodResolver(ZAdminOrganisationSyncSubscriptionFormSchema),
+    defaultValues: {
+      syncClaims: false,
+    },
+  });
+
+  const { mutateAsync: syncSubscription } = trpc.admin.organisation.subscription.sync.useMutation();
+
+  const onFormSubmit = async (values: TAdminOrganisationSyncSubscriptionFormSchema) => {
+    try {
+      await syncSubscription({
+        organisationId,
+        syncClaims: values.syncClaims,
+      });
+
+      toast({
+        title: t`Subscription synced`,
+        description: t`The organisation subscription has been synced with Stripe.`,
+        duration: 5000,
+      });
+
+      await navigate(0);
+
+      setOpen(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      console.error(error);
+
+      toast({
+        title: t`Failed to sync subscription`,
+        description: error.message,
+        variant: 'destructive',
+        duration: 10000,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline">
+            <Trans>Sync Stripe subscription</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Sync Stripe subscription</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Fetch the latest subscription data from Stripe and apply it to this organisation.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset className="flex h-full flex-col space-y-4" disabled={form.formState.isSubmitting}>
+              <FormField
+                control={form.control}
+                name="syncClaims"
+                render={({ field }) => (
+                  <FormItem className="flex flex-row items-center space-x-3 space-y-0">
+                    <FormControl>
+                      <Checkbox
+                        id="admin-sync-subscription-sync-claims"
+                        checked={field.value}
+                        onCheckedChange={field.onChange}
+                      />
+                    </FormControl>
+
+                    <label
+                      htmlFor="admin-sync-subscription-sync-claims"
+                      className="font-normal text-muted-foreground text-sm leading-snug"
+                    >
+                      <Trans>
+                        Sync claims. This will overwrite the current claim with the one resolved from the Stripe
+                        subscription.
+                      </Trans>
+                    </label>
+                  </FormItem>
+                )}
+              />
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Sync</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -67,7 +67,7 @@ export const AdminSwapSubscriptionDialog = ({

  const selectedOrg = eligibleOrgs.find((org) => org.id === selectedOrgId);

-  const { mutateAsync: swapSubscription } = trpc.admin.organisation.swapSubscription.useMutation();
+  const { mutateAsync: swapSubscription } = trpc.admin.organisation.subscription.swap.useMutation();

  const onSubmit = async () => {
    if (!selectedOrgId) {
@@ -2,6 +2,7 @@ import type { TLicenseClaim } from '@documenso/lib/types/license';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindSubscriptionClaimsResponse } from '@documenso/trpc/server/admin-router/find-subscription-claims.types';
 import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
  Dialog,
  DialogContent,
@@ -28,6 +29,7 @@ export const ClaimUpdateDialog = ({ claim, trigger, licenseFlags }: ClaimUpdateD
  const { toast } = useToast();

  const [open, setOpen] = useState(false);
+  const [backportEmailTransport, setBackportEmailTransport] = useState(false);

  const { mutateAsync: updateClaim, isPending } = trpc.admin.claims.update.useMutation({
    onSuccess: () => {
@@ -67,19 +69,33 @@ export const ClaimUpdateDialog = ({ claim, trigger, licenseFlags }: ClaimUpdateD
            await updateClaim({
              id: claim.id,
              data,
+              backportEmailTransport,
            })
          }
          licenseFlags={licenseFlags}
          formSubmitTrigger={
-            <DialogFooter>
-              <Button type="button" variant="outline" onClick={() => setOpen(false)} disabled={isPending}>
-                <Trans>Cancel</Trans>
-              </Button>
+            <>
+              <div className="flex items-center space-x-2">
+                <Checkbox
+                  id="backport-email-transport"
+                  checked={backportEmailTransport}
+                  onCheckedChange={(checked) => setBackportEmailTransport(checked === true)}
+                />
+                <label htmlFor="backport-email-transport" className="text-muted-foreground text-sm">
+                  <Trans>Backport email transport</Trans>
+                </label>
+              </div>

-              <Button type="submit" loading={isPending}>
-                <Trans>Update Claim</Trans>
-              </Button>
-            </DialogFooter>
+              <DialogFooter>
+                <Button type="button" variant="outline" onClick={() => setOpen(false)} disabled={isPending}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit" loading={isPending}>
+                  <Trans>Update Claim</Trans>
+                </Button>
+              </DialogFooter>
+            </>
          }
        />
      </DialogContent>
@@ -1,5 +1,6 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { TRecipientLite } from '@documenso/lib/types/recipient';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { Document } from '@documenso/prisma/types/document-legacy-schema';
@@ -30,6 +31,7 @@ import { useForm, useWatch } from 'react-hook-form';
 import * as z from 'zod';

 import { useCurrentTeam } from '~/providers/team';
+import { getDistributeErrorMessage } from '~/utils/toast-error-messages';

 import { StackAvatar } from '../general/stack-avatar';

@@ -99,9 +101,12 @@ export const DocumentResendDialog = ({ document, recipients }: DocumentResendDia

      setIsOpen(false);
    } catch (err) {
+      const error = AppError.parseError(err);
+      const errorMessage = getDistributeErrorMessage(error.code);
+
      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`This document could not be re-sent at this time. Please try again.`),
+        title: _(errorMessage.title),
+        description: _(errorMessage.description),
        variant: 'destructive',
        duration: 7500,
      });
@@ -0,0 +1,95 @@
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useState } from 'react';
+
+import {
+  EmailTransportForm,
+  type EmailTransportFormValues,
+  emailTransportFormToConfig,
+} from '../forms/email-transport-form';
+
+export type EmailTransportCreateDialogProps = {
+  trigger?: React.ReactNode;
+};
+
+export const EmailTransportCreateDialog = ({ trigger }: EmailTransportCreateDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const [open, setOpen] = useState(false);
+
+  const { mutateAsync: createTransport, isPending } = trpc.admin.emailTransport.create.useMutation({
+    onSuccess: () => {
+      toast({
+        title: t`Transport created.`,
+      });
+
+      setOpen(false);
+    },
+    onError: (error) => {
+      toast({
+        title: t`Failed to create transport.`,
+        description: error.message,
+        variant: 'destructive',
+      });
+    },
+  });
+
+  const onFormSubmit = async (values: EmailTransportFormValues) => {
+    await createTransport({
+      name: values.name,
+      fromName: values.fromName,
+      fromAddress: values.fromAddress,
+      config: emailTransportFormToConfig(values),
+    });
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isPending && setOpen(value)}>
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+        {trigger ?? (
+          <Button className="flex-shrink-0">
+            <Trans>Add transport</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent className="scrollbar-hidden max-h-[90vh] overflow-y-auto sm:max-w-md">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Add Email Transport</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Fill in the details to create a new email transport.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <EmailTransportForm
+          onFormSubmit={onFormSubmit}
+          formSubmitTrigger={
+            <DialogFooter>
+              <Button type="button" variant="outline" onClick={() => setOpen(false)} disabled={isPending}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={isPending}>
+                <Trans>Create</Trans>
+              </Button>
+            </DialogFooter>
+          }
+        />
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -0,0 +1,114 @@
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { Plural, Trans, useLingui } from '@lingui/react/macro';
+import { useState } from 'react';
+
+export type EmailTransportDeleteDialogProps = {
+  transportId: string;
+  transportName: string;
+  subscriptionClaimCount: number;
+  organisationClaimCount: number;
+  trigger: React.ReactNode;
+};
+
+export const EmailTransportDeleteDialog = ({
+  transportId,
+  transportName,
+  subscriptionClaimCount,
+  organisationClaimCount,
+  trigger,
+}: EmailTransportDeleteDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const [open, setOpen] = useState(false);
+
+  const isInUse = subscriptionClaimCount + organisationClaimCount > 0;
+
+  const { mutateAsync: deleteTransport, isPending } = trpc.admin.emailTransport.delete.useMutation({
+    onSuccess: () => {
+      toast({
+        title: t`Transport deleted.`,
+      });
+
+      setOpen(false);
+    },
+    onError: () => {
+      toast({
+        title: t`Failed to delete transport.`,
+        variant: 'destructive',
+      });
+    },
+  });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isPending && setOpen(value)}>
+      <DialogTrigger asChild onClick={(e) => e.stopPropagation()}>
+        {trigger}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Delete Email Transport</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Are you sure you want to delete the following transport?</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="neutral">
+          <AlertDescription className="text-center font-semibold">{transportName}</AlertDescription>
+        </Alert>
+
+        {isInUse && (
+          <Alert variant="destructive">
+            <AlertDescription>
+              <Trans>Warning, this email transport is currently being used by:</Trans>
+
+              <ul className="mt-2 list-disc pl-5">
+                {subscriptionClaimCount > 0 && (
+                  <li>
+                    <Plural value={subscriptionClaimCount} one="# Subscription claim" other="# Subscription claims" />
+                  </li>
+                )}
+
+                {organisationClaimCount > 0 && (
+                  <li>
+                    <Plural value={organisationClaimCount} one="# Organisation claim" other="# Organisation claims" />
+                  </li>
+                )}
+              </ul>
+            </AlertDescription>
+          </Alert>
+        )}
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => setOpen(false)} disabled={isPending}>
+            <Trans>Cancel</Trans>
+          </Button>
+
+          <Button
+            type="submit"
+            variant="destructive"
+            loading={isPending}
+            onClick={async () => deleteTransport({ id: transportId })}
+          >
+            <Trans>Delete</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -0,0 +1,126 @@
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useEffect, useState } from 'react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+const ZSendTestEmailFormSchema = z.object({
+  to: z.string().email(),
+});
+
+type TSendTestEmailFormSchema = z.infer<typeof ZSendTestEmailFormSchema>;
+
+export type EmailTransportSendTestDialogProps = {
+  transportId: string;
+  trigger: React.ReactNode;
+};
+
+export const EmailTransportSendTestDialog = ({ transportId, trigger }: EmailTransportSendTestDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const [open, setOpen] = useState(false);
+
+  const { mutateAsync: sendTest } = trpc.admin.emailTransport.sendTest.useMutation({
+    onSuccess: () => {
+      toast({
+        title: t`Test email sent.`,
+      });
+      setOpen(false);
+    },
+    onError: (error) => {
+      toast({
+        title: t`Test failed.`,
+        description: error.message,
+        variant: 'destructive',
+      });
+    },
+  });
+
+  const form = useForm<TSendTestEmailFormSchema>({
+    resolver: zodResolver(ZSendTestEmailFormSchema),
+    defaultValues: {
+      to: '',
+    },
+  });
+
+  const onFormSubmit = async ({ to }: TSendTestEmailFormSchema) => {
+    await sendTest({ id: transportId, to });
+  };
+
+  useEffect(() => {
+    if (!open) {
+      form.reset();
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
+      <DialogTrigger asChild onClick={(e) => e.stopPropagation()}>
+        {trigger}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Send Test Email</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Send a test email using this transport to verify the configuration.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset disabled={form.formState.isSubmitting} className="space-y-4">
+              <FormField
+                control={form.control}
+                name="to"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>
+                      <Trans>Email</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input type="email" placeholder={t`test@example.com`} {...field} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <DialogFooter>
+                <Button
+                  type="button"
+                  variant="secondary"
+                  onClick={() => setOpen(false)}
+                  disabled={form.formState.isSubmitting}
+                >
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Send</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -0,0 +1,104 @@
+import { trpc } from '@documenso/trpc/react';
+import type { TFindEmailTransportsResponse } from '@documenso/trpc/server/admin-router/email-transport/find-email-transports.types';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useState } from 'react';
+
+import {
+  EmailTransportForm,
+  type EmailTransportFormValues,
+  emailTransportFormToConfig,
+} from '../forms/email-transport-form';
+
+export type EmailTransportUpdateDialogProps = {
+  transport: TFindEmailTransportsResponse['data'][number];
+  trigger: React.ReactNode;
+};
+
+export const EmailTransportUpdateDialog = ({ transport, trigger }: EmailTransportUpdateDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const [open, setOpen] = useState(false);
+
+  const { mutateAsync: updateTransport, isPending } = trpc.admin.emailTransport.update.useMutation();
+
+  const onFormSubmit = async (values: EmailTransportFormValues) => {
+    try {
+      await updateTransport({
+        id: transport.id,
+        data: {
+          name: values.name,
+          fromName: values.fromName,
+          fromAddress: values.fromAddress,
+          config: emailTransportFormToConfig(values),
+        },
+      });
+
+      toast({
+        title: t`Transport updated.`,
+      });
+
+      setOpen(false);
+    } catch {
+      toast({
+        title: t`Failed to save transport.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isPending && setOpen(value)}>
+      <DialogTrigger asChild onClick={(e) => e.stopPropagation()}>
+        {trigger}
+      </DialogTrigger>
+
+      <DialogContent className="scrollbar-hidden max-h-[90vh] overflow-y-auto sm:max-w-md">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Edit Email Transport</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Modify the details of the email transport.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <EmailTransportForm
+          isEdit
+          defaultValues={{
+            // Pre-fill the non-secret connection settings; secrets stay blank
+            // and are preserved on save unless re-entered.
+            ...(transport.config ?? {}),
+            name: transport.name,
+            fromName: transport.fromName,
+            fromAddress: transport.fromAddress,
+            type: transport.type,
+          }}
+          onFormSubmit={onFormSubmit}
+          formSubmitTrigger={
+            <DialogFooter>
+              <Button type="button" variant="outline" onClick={() => setOpen(false)} disabled={isPending}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={isPending}>
+                <Trans>Save changes</Trans>
+              </Button>
+            </DialogFooter>
+          }
+        />
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -0,0 +1,134 @@
+import { trpc as trpcReact } from '@documenso/trpc/react';
+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 { Label } from '@documenso/ui/primitives/label';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useEffect, useState } from 'react';
+
+export type EnvelopeCancelDialogProps = {
+  id: string;
+  title: string;
+  trigger?: React.ReactNode;
+  onCancel?: () => Promise<void> | void;
+};
+
+export const EnvelopeCancelDialog = ({ id, title, trigger, onCancel }: EnvelopeCancelDialogProps) => {
+  const { toast } = useToast();
+  const { t } = useLingui();
+  const trpcUtils = trpcReact.useUtils();
+
+  const [open, setOpen] = useState(false);
+  const [reason, setReason] = useState('');
+
+  const { mutateAsync: cancelEnvelope, isPending } = trpcReact.envelope.cancel.useMutation({
+    onSuccess: async () => {
+      toast({
+        title: t`Document cancelled`,
+        description: t`"${title}" has been successfully cancelled`,
+        duration: 5000,
+      });
+
+      await trpcUtils.document.findDocumentsInternal.invalidate();
+
+      await onCancel?.();
+
+      setOpen(false);
+    },
+    onError: () => {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be cancelled at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    },
+  });
+
+  useEffect(() => {
+    if (open) {
+      setReason('');
+    }
+  }, [open]);
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isPending && setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Are you sure?</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              You are about to cancel <strong>"{title}"</strong>
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning" className="-mt-1">
+          <AlertDescription>
+            <p>
+              <Trans>Once confirmed, the following will occur:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              <li>
+                <Trans>The document signing process will be stopped</Trans>
+              </li>
+              <li>
+                <Trans>Recipients will be notified that the document was cancelled</Trans>
+              </li>
+              <li>
+                <Trans>The document will remain in your dashboard marked as Cancelled</Trans>
+              </li>
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <div className="flex flex-col gap-2">
+          <Label htmlFor="cancel-reason">
+            <Trans>Reason (optional)</Trans>
+          </Label>
+
+          <Textarea
+            id="cancel-reason"
+            value={reason}
+            onChange={(event) => setReason(event.target.value)}
+            placeholder={t`Add an optional reason for cancelling this document`}
+          />
+        </div>
+
+        <DialogFooter>
+          <DialogClose asChild>
+            <Button type="button" variant="secondary" disabled={isPending}>
+              <Trans>Cancel</Trans>
+            </Button>
+          </DialogClose>
+
+          <Button
+            type="button"
+            loading={isPending}
+            onClick={() => void cancelEnvelope({ envelopeId: id, reason: reason || undefined })}
+            variant="destructive"
+          >
+            <Trans>Cancel document</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -166,7 +166,7 @@ export const EnvelopeDeleteDialog = ({
                  </ul>
                </AlertDescription>
              ))
-              .with(P.union(DocumentStatus.COMPLETED, DocumentStatus.REJECTED), () => (
+              .with(P.union(DocumentStatus.COMPLETED, DocumentStatus.REJECTED, DocumentStatus.CANCELLED), () => (
                <AlertDescription>
                  <p>
                    <Trans>By deleting this document, the following will occur:</Trans>
@@ -1,6 +1,7 @@
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { getRecipientsWithMissingFields } from '@documenso/lib/utils/recipients';
 import { zEmail } from '@documenso/lib/utils/zod';
@@ -37,6 +38,7 @@ import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { match } from 'ts-pattern';
 import * as z from 'zod';
+import { getDistributeErrorMessage } from '~/utils/toast-error-messages';

 export type EnvelopeDistributeDialogProps = {
  onDistribute?: () => Promise<void>;
@@ -66,7 +68,7 @@ export const EnvelopeDistributeDialog = ({
  const { envelope, syncEnvelope, isAutosaving, autosaveError } = useCurrentEnvelopeEditor();

  const { toast } = useToast();
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
  const navigate = useNavigate();

  const [isOpen, setIsOpen] = useState(false);
@@ -174,9 +176,13 @@ export const EnvelopeDistributeDialog = ({

      setIsOpen(false);
    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = getDistributeErrorMessage(error.code);
+
      toast({
-        title: t`Something went wrong`,
-        description: t`This envelope could not be distributed at this time. Please try again.`,
+        title: i18n._(errorMessage.title),
+        description: i18n._(errorMessage.description),
        variant: 'destructive',
        duration: 7500,
      });
@@ -1,4 +1,5 @@
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import type { TEnvelopeRecipientLite } from '@documenso/lib/types/recipient';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
@@ -25,7 +26,7 @@ import { DocumentStatus, EnvelopeType, SigningStatus } from '@prisma/client';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
 import * as z from 'zod';
-
+import { getDistributeErrorMessage } from '~/utils/toast-error-messages';
 import { StackAvatar } from '../general/stack-avatar';

 export type EnvelopeRedistributeDialogProps = {
@@ -47,7 +48,7 @@ export const EnvelopeRedistributeDialog = ({ envelope, trigger }: EnvelopeRedist
  const recipients = envelope.recipients;

  const { toast } = useToast();
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();

  const [isOpen, setIsOpen] = useState(false);

@@ -77,9 +78,12 @@ export const EnvelopeRedistributeDialog = ({ envelope, trigger }: EnvelopeRedist

      setIsOpen(false);
    } catch (err) {
+      const error = AppError.parseError(err);
+      const errorMessage = getDistributeErrorMessage(error.code);
+
      toast({
-        title: t`Something went wrong`,
-        description: t`This envelope could not be resent at this time. Please try again.`,
+        title: i18n._(errorMessage.title),
+        description: i18n._(errorMessage.description),
        variant: 'destructive',
        duration: 7500,
      });
@@ -0,0 +1,159 @@
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Label } from '@documenso/ui/primitives/label';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+import { plural } from '@lingui/core/macro';
+import { Plural, Trans, useLingui } from '@lingui/react/macro';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { useEffect, useState } from 'react';
+
+export type EnvelopesBulkCancelDialogProps = {
+  envelopeIds: string[];
+  open: boolean;
+  onOpenChange: (open: boolean) => void;
+  onSuccess?: () => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const EnvelopesBulkCancelDialog = ({
+  envelopeIds,
+  open,
+  onOpenChange,
+  onSuccess,
+  ...props
+}: EnvelopesBulkCancelDialogProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const trpcUtils = trpc.useUtils();
+
+  const [reason, setReason] = useState('');
+
+  useEffect(() => {
+    if (open) {
+      setReason('');
+    }
+  }, [open]);
+
+  const { mutateAsync: bulkCancelEnvelopes, isPending } = trpc.envelope.bulk.cancel.useMutation({
+    onSuccess: async (result) => {
+      await trpcUtils.document.findDocumentsInternal.invalidate();
+
+      if (result.failedIds.length > 0) {
+        toast({
+          title: t`Documents partially cancelled`,
+          description: t`${plural(result.cancelledCount, {
+            one: '# document cancelled.',
+            other: '# documents cancelled.',
+          })} ${plural(result.failedIds.length, {
+            one: '# document could not be cancelled.',
+            other: '# documents could not be cancelled.',
+          })}`,
+          variant: 'destructive',
+        });
+      } else {
+        toast({
+          title: t`Documents cancelled`,
+          description: plural(result.cancelledCount, {
+            one: '# document has been cancelled.',
+            other: '# documents have been cancelled.',
+          }),
+          variant: 'default',
+        });
+      }
+
+      onSuccess?.();
+      onOpenChange(false);
+    },
+    onError: () => {
+      toast({
+        title: t`Error`,
+        description: t`An error occurred while cancelling the documents.`,
+        variant: 'destructive',
+      });
+    },
+  });
+
+  return (
+    <Dialog {...props} open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Cancel Documents</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Plural
+              value={envelopeIds.length}
+              one="You are about to cancel the selected document."
+              other="You are about to cancel # documents."
+            />
+          </DialogDescription>
+        </DialogHeader>
+
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              <Trans>Only pending documents you have permission to manage will be cancelled.</Trans>
+            </p>
+
+            <p className="mt-1">
+              <Trans>Once confirmed, the following will occur:</Trans>
+            </p>
+
+            <ul className="mt-0.5 list-inside list-disc">
+              <li>
+                <Trans>The document signing process will be stopped</Trans>
+              </li>
+              <li>
+                <Trans>Recipients will be notified that the document was cancelled</Trans>
+              </li>
+              <li>
+                <Trans>The documents will remain in your dashboard marked as Cancelled</Trans>
+              </li>
+            </ul>
+          </AlertDescription>
+        </Alert>
+
+        <div className="flex flex-col gap-2">
+          <Label htmlFor="bulk-cancel-reason">
+            <Trans>Reason (optional)</Trans>
+          </Label>
+
+          <Textarea
+            id="bulk-cancel-reason"
+            value={reason}
+            onChange={(event) => setReason(event.target.value)}
+            placeholder={t`Add an optional reason for cancelling these documents`}
+          />
+        </div>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)} disabled={isPending}>
+            <Trans>Cancel</Trans>
+          </Button>
+
+          <Button
+            onClick={(e) => {
+              e.preventDefault();
+              void bulkCancelEnvelopes({ envelopeIds, reason: reason || undefined });
+            }}
+            loading={isPending}
+            variant="destructive"
+          >
+            <Trans>Cancel documents</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};
@@ -222,7 +222,7 @@ export const ManagePublicTemplateDialog = ({
            .with({ currentStep: 'SELECT_TEMPLATE' }, () => (
              <DialogContent>
                <DialogHeader>
-                  <DialogTitle>
+                  <DialogTitle className="w-full max-w-full whitespace-pre-line break-words">
                    {team?.name ? (
                      <Trans>{team.name} direct signing templates</Trans>
                    ) : (
@@ -4,7 +4,7 @@ import {
  TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
 } from '@documenso/lib/constants/template';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { type TRecipientLite, ZRecipientEmailSchema } from '@documenso/lib/types/recipient';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
@@ -35,8 +35,8 @@ import { FileTextIcon, InfoIcon, Plus, UploadCloudIcon, X } from 'lucide-react';
 import { useEffect, useState } from 'react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
-import { match } from 'ts-pattern';
 import * as z from 'zod';
+import { getTemplateUseErrorMessage } from '~/utils/toast-error-messages';

 const ZAddRecipientsForNewDocumentSchema = z.object({
  distributeDocument: z.boolean(),
@@ -180,22 +180,11 @@ export function TemplateUseDialog({
      await navigate(documentPath);
    } catch (err) {
      const error = AppError.parseError(err);
-
-      const errorMessage = match(error.code)
-        .with('DOCUMENT_SEND_FAILED', () => msg`The document was created but could not be sent to recipients.`)
-        .with(
-          AppErrorCode.INVALID_BODY,
-          AppErrorCode.INVALID_REQUEST,
-          () =>
-            msg`The document could not be created because of missing or invalid information. Please review the template's recipients and fields.`,
-        )
-        .with(AppErrorCode.NOT_FOUND, () => msg`The template or one of its recipients could not be found.`)
-        .with(AppErrorCode.LIMIT_EXCEEDED, () => msg`You have reached your document limit for this plan.`)
-        .otherwise(() => msg`An error occurred while creating document from template.`);
+      const errorMessage = getTemplateUseErrorMessage(error.code);

      toast({
-        title: _(msg`Error`),
-        description: _(errorMessage),
+        title: _(errorMessage.title),
+        description: _(errorMessage.description),
        variant: 'destructive',
      });
    }
@@ -3,6 +3,7 @@ import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-form
 import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { ZDirectTemplateEmbedDataSchema } from '@documenso/lib/types/embed-direct-template-schema';
 import { isFieldUnsignedAndRequired, isRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
@@ -42,6 +43,7 @@ import { useSearchParams } from 'react-router';
 import { BrandingLogo } from '~/components/general/branding-logo';
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
 import { injectCss } from '~/utils/css-vars';
+import { getDirectTemplateErrorMessage } from '~/utils/toast-error-messages';

 import type { DirectTemplateLocalField } from '../general/direct-template/direct-template-signing-form';
 import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
@@ -259,9 +261,12 @@ export const EmbedDirectTemplateClientPage = ({
        );
      }

+      const error = AppError.parseError(err);
+      const errorMessage = getDirectTemplateErrorMessage(error.code);
+
      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`We were unable to submit this document at this time. Please try again later.`),
+        title: _(errorMessage.title),
+        description: _(errorMessage.description),
        variant: 'destructive',
      });
    }
@@ -0,0 +1,317 @@
+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 { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+const ZEmailTransportFormSchema = z.object({
+  name: z.string().min(1),
+  fromName: z.string().min(1),
+  fromAddress: z.string().email(),
+  type: z.enum(['SMTP_AUTH', 'SMTP_API', 'RESEND', 'MAILCHANNELS']),
+  host: z.string().optional(),
+  port: z.coerce.number().int().positive().optional(),
+  secure: z.boolean().optional(),
+  ignoreTLS: z.boolean().optional(),
+  username: z.string().optional(),
+  password: z.string().optional(),
+  service: z.string().optional(),
+  apiKey: z.string().optional(),
+  apiKeyUser: z.string().optional(),
+  endpoint: z.string().optional(),
+});
+
+export type EmailTransportFormValues = z.infer<typeof ZEmailTransportFormSchema>;
+
+type EmailTransportFormProps = {
+  defaultValues?: Partial<EmailTransportFormValues>;
+  isEdit?: boolean;
+  onFormSubmit: (values: EmailTransportFormValues) => Promise<void>;
+  formSubmitTrigger?: React.ReactNode;
+};
+
+export const EmailTransportForm = ({
+  defaultValues,
+  isEdit = false,
+  onFormSubmit,
+  formSubmitTrigger,
+}: EmailTransportFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<EmailTransportFormValues>({
+    resolver: zodResolver(ZEmailTransportFormSchema),
+    defaultValues: {
+      name: '',
+      fromName: '',
+      fromAddress: '',
+      type: 'SMTP_AUTH',
+      secure: false,
+      ignoreTLS: false,
+      ...defaultValues,
+    },
+  });
+
+  const type = form.watch('type');
+  const secretPlaceholder = isEdit ? t`Leave blank to keep current` : undefined;
+
+  return (
+    <Form {...form}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+        <fieldset disabled={form.formState.isSubmitting} className="space-y-4">
+          <FormField
+            control={form.control}
+            name="name"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Name</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input placeholder={t`e.g. Resend (free plans)`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="grid grid-cols-2 gap-4">
+            <FormField
+              control={form.control}
+              name="fromName"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>From name</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="fromAddress"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>From address</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input type="email" {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </div>
+
+          <FormField
+            control={form.control}
+            name="type"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Transport type</Trans>
+                </FormLabel>
+                <Select value={field.value} onValueChange={field.onChange} disabled={isEdit}>
+                  <FormControl>
+                    <SelectTrigger>
+                      <SelectValue />
+                    </SelectTrigger>
+                  </FormControl>
+                  <SelectContent>
+                    <SelectItem value="SMTP_AUTH">SMTP (auth)</SelectItem>
+                    <SelectItem value="SMTP_API">SMTP (api)</SelectItem>
+                    <SelectItem value="RESEND">Resend</SelectItem>
+                    <SelectItem value="MAILCHANNELS">MailChannels</SelectItem>
+                  </SelectContent>
+                </Select>
+                {isEdit && (
+                  <FormDescription>
+                    <Trans>Transport type cannot be changed after creation.</Trans>
+                  </FormDescription>
+                )}
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          {(type === 'SMTP_AUTH' || type === 'SMTP_API') && (
+            <div className="grid grid-cols-2 gap-4">
+              <FormField
+                control={form.control}
+                name="host"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Host</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input {...field} value={field.value ?? ''} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+              <FormField
+                control={form.control}
+                name="port"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Port</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input type="number" {...field} value={field.value ?? ''} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+          )}
+
+          {type === 'SMTP_AUTH' && (
+            <>
+              <FormField
+                control={form.control}
+                name="username"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Username</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input {...field} value={field.value ?? ''} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+              <FormField
+                control={form.control}
+                name="password"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Password</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input type="password" placeholder={secretPlaceholder} {...field} value={field.value ?? ''} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </>
+          )}
+
+          {type === 'SMTP_API' && (
+            <FormField
+              control={form.control}
+              name="apiKey"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>API key</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input type="password" placeholder={secretPlaceholder} {...field} value={field.value ?? ''} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          )}
+
+          {(type === 'RESEND' || type === 'MAILCHANNELS') && (
+            <FormField
+              control={form.control}
+              name="apiKey"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>API key</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input type="password" placeholder={secretPlaceholder} {...field} value={field.value ?? ''} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          )}
+
+          {type === 'MAILCHANNELS' && (
+            <FormField
+              control={form.control}
+              name="endpoint"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Endpoint (optional)</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} value={field.value ?? ''} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          )}
+
+          {formSubmitTrigger}
+        </fieldset>
+      </form>
+    </Form>
+  );
+};
+
+/**
+ * Maps flat form values to the tRPC `config` discriminated union.
+ */
+export const emailTransportFormToConfig = (values: EmailTransportFormValues) => {
+  switch (values.type) {
+    case 'SMTP_AUTH':
+      return {
+        type: 'SMTP_AUTH' as const,
+        host: values.host ?? '',
+        port: values.port ?? 587,
+        secure: values.secure ?? false,
+        ignoreTLS: values.ignoreTLS ?? false,
+        username: values.username || undefined,
+        password: values.password || undefined,
+        service: values.service || undefined,
+      };
+    case 'SMTP_API':
+      return {
+        type: 'SMTP_API' as const,
+        host: values.host ?? '',
+        port: values.port ?? 587,
+        secure: values.secure ?? false,
+        apiKey: values.apiKey || '',
+        apiKeyUser: values.apiKeyUser || undefined,
+      };
+    case 'RESEND':
+      return { type: 'RESEND' as const, apiKey: values.apiKey || '' };
+    case 'MAILCHANNELS':
+      return {
+        type: 'MAILCHANNELS' as const,
+        apiKey: values.apiKey || '',
+        endpoint: values.endpoint || undefined,
+      };
+  }
+};
@@ -197,7 +197,9 @@ export const PublicProfileForm = ({ className, profile, onProfileUpdate }: Publi

              return (
                <FormItem>
-                  <FormLabel>Bio</FormLabel>
+                  <FormLabel>
+                    <Trans>Bio</Trans>
+                  </FormLabel>
                  <FormControl>
                    <Textarea {...field} placeholder={_(msg`Write a description to display on your public profile`)} />
                  </FormControl>
@@ -1,5 +1,6 @@
 import type { TLicenseClaim } from '@documenso/lib/types/license';
 import { SUBSCRIPTION_CLAIM_FEATURE_FLAGS } from '@documenso/lib/types/subscription';
+import { trpc } from '@documenso/trpc/react';
 import { ZCreateSubscriptionClaimRequestSchema } from '@documenso/trpc/server/admin-router/create-subscription-claim.types';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
@@ -13,6 +14,7 @@ import {
  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 { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import type { SubscriptionClaim } from '@prisma/client';
@@ -20,6 +22,8 @@ import { useForm } from 'react-hook-form';
 import { Link } from 'react-router';
 import type { z } from 'zod';

+import { ClaimLimitFields } from '../general/claim-limit-fields';
+
 export type SubscriptionClaimFormValues = z.infer<typeof ZCreateSubscriptionClaimRequestSchema>;

 type SubscriptionClaimFormProps = {
@@ -49,10 +53,22 @@ export const SubscriptionClaimForm = ({
      teamCount: subscriptionClaim.teamCount,
      memberCount: subscriptionClaim.memberCount,
      envelopeItemCount: subscriptionClaim.envelopeItemCount,
+      recipientCount: subscriptionClaim.recipientCount,
      flags: subscriptionClaim.flags,
+      documentRateLimits: subscriptionClaim.documentRateLimits,
+      documentQuota: subscriptionClaim.documentQuota,
+      emailRateLimits: subscriptionClaim.emailRateLimits,
+      emailQuota: subscriptionClaim.emailQuota,
+      apiRateLimits: subscriptionClaim.apiRateLimits,
+      apiQuota: subscriptionClaim.apiQuota,
+      emailTransportId: subscriptionClaim.emailTransportId ?? null,
    },
  });

+  const { data: transportsData } = trpc.admin.emailTransport.find.useQuery({ perPage: 100 });
+  const transports = transportsData?.data ?? [];
+  const NONE_VALUE = '__none__';
+
  return (
    <Form {...form}>
      <form onSubmit={form.handleSubmit(onFormSubmit)}>
@@ -145,6 +161,30 @@ export const SubscriptionClaimForm = ({
            )}
          />

+          <FormField
+            control={form.control}
+            name="recipientCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Recipient Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
          <div>
            <FormLabel>
              <Trans>Feature Flags</Trans>
@@ -203,6 +243,42 @@ export const SubscriptionClaimForm = ({
            )}
          </div>

+          <ClaimLimitFields control={form.control} disabled={form.formState.isSubmitting} />
+
+          <FormField
+            control={form.control}
+            name="emailTransportId"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Email transport</Trans>
+                </FormLabel>
+                <Select
+                  value={field.value ?? NONE_VALUE}
+                  onValueChange={(value) => field.onChange(value === NONE_VALUE ? null : value)}
+                >
+                  <FormControl>
+                    <SelectTrigger>
+                      <SelectValue placeholder={t`Default (system mailer)`} />
+                    </SelectTrigger>
+                  </FormControl>
+                  <SelectContent>
+                    <SelectItem value={NONE_VALUE}>{t`Default (system mailer)`}</SelectItem>
+                    {transports.map((transport) => (
+                      <SelectItem key={transport.id} value={transport.id}>
+                        {transport.name}
+                      </SelectItem>
+                    ))}
+                  </SelectContent>
+                </Select>
+                <FormDescription>
+                  <Trans>Plans without a transport use the system default mailer.</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
          {formSubmitTrigger}
        </fieldset>
      </form>
@@ -1,65 +0,0 @@
-import { ZAnalyticsPeriodSchema } from '@documenso/trpc/server/team-router/get-team-analytics.types';
-import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { useMemo } from 'react';
-import { useLocation, useNavigate, useSearchParams } from 'react-router';
-
-const DEFAULT_PERIOD = 'month';
-
-const PERIOD_OPTIONS = [
-  { value: 'week', label: msg`This week` },
-  { value: 'month', label: msg`This month` },
-  { value: 'quarter', label: msg`This quarter` },
-  { value: 'year', label: msg`This year` },
-  { value: 'lastMonth', label: msg`Last month` },
-  { value: 'last7Days', label: msg`Last 7 days` },
-  { value: 'last30Days', label: msg`Last 30 days` },
-] as const;
-
-export const AnalyticsPeriodSelector = () => {
-  const { _ } = useLingui();
-
-  const { pathname } = useLocation();
-  const [searchParams] = useSearchParams();
-
-  const navigate = useNavigate();
-
-  const period = useMemo(() => {
-    const parsed = ZAnalyticsPeriodSchema.safeParse(searchParams?.get('period') ?? DEFAULT_PERIOD);
-
-    return parsed.success ? parsed.data : DEFAULT_PERIOD;
-  }, [searchParams]);
-
-  const onPeriodChange = (newPeriod: string) => {
-    if (!pathname) {
-      return;
-    }
-
-    const params = new URLSearchParams(searchParams?.toString());
-
-    params.set('period', newPeriod);
-
-    if (newPeriod === DEFAULT_PERIOD) {
-      params.delete('period');
-    }
-
-    void navigate(`${pathname}?${params.toString()}`, { preventScrollReset: true });
-  };
-
-  return (
-    <Select value={period} onValueChange={onPeriodChange}>
-      <SelectTrigger className="max-w-[200px] text-muted-foreground">
-        <SelectValue />
-      </SelectTrigger>
-
-      <SelectContent position="popper">
-        {PERIOD_OPTIONS.map((option) => (
-          <SelectItem key={option.value} value={option.value}>
-            {_(option.label)}
-          </SelectItem>
-        ))}
-      </SelectContent>
-    </Select>
-  );
-};
@@ -1,7 +1,5 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_TEAM_ANALYTICS_ENABLED } from '@documenso/lib/constants/app';
 import { isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
@@ -47,7 +45,7 @@ export const AppNavDesktop = ({ className, setIsCommandMenuOpen, ...props }: App
      return [];
    }

-    const links = [
+    return [
      {
        href: `/t/${teamUrl}/documents`,
        label: msg`Documents`,
@@ -57,19 +55,6 @@ export const AppNavDesktop = ({ className, setIsCommandMenuOpen, ...props }: App
        label: msg`Templates`,
      },
    ];
-
-    if (
-      currentTeam &&
-      IS_TEAM_ANALYTICS_ENABLED() &&
-      canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole)
-    ) {
-      links.push({
-        href: `/t/${currentTeam.url}/analytics`,
-        label: msg`Analytics`,
-      });
-    }
-
-    return links;
  }, [currentTeam, organisations]);

  return (
@@ -1,9 +1,7 @@
 import LogoImage from '@documenso/assets/logo.png';
 import { authClient } from '@documenso/auth/client';
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { IS_TEAM_ANALYTICS_ENABLED } from '@documenso/lib/constants/app';
 import { isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { canExecuteTeamAction } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { Sheet, SheetContent } from '@documenso/ui/primitives/sheet';
 import { ThemeSwitcher } from '@documenso/ui/primitives/theme-switcher';
@@ -59,7 +57,7 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
      ];
    }

-    const links = [
+    return [
      {
        href: `/t/${teamUrl}/documents`,
        text: t`Documents`,
@@ -68,20 +66,6 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
        href: `/t/${teamUrl}/templates`,
        text: t`Templates`,
      },
-    ];
-
-    if (
-      currentTeam &&
-      IS_TEAM_ANALYTICS_ENABLED() &&
-      canExecuteTeamAction('MANAGE_TEAM', currentTeam.currentTeamRole)
-    ) {
-      links.push({
-        href: `/t/${currentTeam.url}/analytics`,
-        text: t`Analytics`,
-      });
-    }
-
-    links.push(
      {
        href: '/inbox',
        text: t`Inbox`,
@@ -90,9 +74,7 @@ export const AppNavMobile = ({ isMenuOpen, onMenuOpenChange }: AppNavMobileProps
        href: '/settings/profile',
        text: t`Settings`,
      },
-    );
-
-    return links;
+    ];
  }, [currentTeam, organisations]);

  return (
@@ -54,7 +54,6 @@ export const BillingPlans = ({ plans }: BillingPlansProps) => {
      if (plan[interval] && plan[interval].isVisibleInApp) {
        prices.push({
          ...plan[interval],
-          memberCount: plan.memberCount,
          claim: plan.id,
        });
      }
@@ -120,12 +119,7 @@ export const BillingPlans = ({ plans }: BillingPlansProps) => {
                    <Trans>Subscribe</Trans>
                  </IndividualPersonalLayoutCheckoutButton>
                ) : (
-                  <BillingDialog
-                    priceId={price.id}
-                    planName={price.product.name}
-                    memberCount={price.memberCount}
-                    claim={price.claim}
-                  />
+                  <BillingDialog priceId={price.id} planName={price.product.name} claim={price.claim} />
                )}
              </CardContent>
            </MotionCard>
@@ -136,16 +130,7 @@ export const BillingPlans = ({ plans }: BillingPlansProps) => {
  );
 };

-const BillingDialog = ({
-  priceId,
-  planName,
-  claim,
-}: {
-  priceId: string;
-  planName: string;
-  memberCount: number;
-  claim: string;
-}) => {
+const BillingDialog = ({ priceId, planName, claim }: { priceId: string; planName: string; claim: string }) => {
  const [isOpen, setIsOpen] = useState(false);

  const { t } = useLingui();
@@ -0,0 +1,97 @@
+import {
+  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';
+import type { Control, FieldValues, Path } from 'react-hook-form';
+
+import { RateLimitArrayInput } from './rate-limit-array-input';
+
+type ClaimLimitFieldsProps<T extends FieldValues> = {
+  control: Control<T>;
+  /** e.g. '' for the claim form, 'claims.' for the org admin form. */
+  prefix?: string;
+  disabled?: boolean;
+};
+
+export const ClaimLimitFields = <T extends FieldValues>({
+  control,
+  prefix = '',
+  disabled,
+}: ClaimLimitFieldsProps<T>) => {
+  const { t } = useLingui();
+
+  // 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) => (
+    <FormField
+      control={control}
+      name={name(key)}
+      render={({ field }) => (
+        <FormItem>
+          <FormLabel>{label}</FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={0}
+              disabled={disabled}
+              value={field.value === null || field.value === undefined ? '' : field.value}
+              placeholder={t`Unlimited`}
+              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) => (
+    <FormField
+      control={control}
+      name={name(key)}
+      render={({ field }) => (
+        <FormItem>
+          <FormLabel>{label}</FormLabel>
+          <FormControl>
+            <RateLimitArrayInput value={field.value ?? []} onChange={field.onChange} disabled={disabled} />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+
+  return (
+    <div className="space-y-4 rounded-md border p-4">
+      <FormLabel>
+        <Trans>Limits</Trans>
+      </FormLabel>
+
+      {renderQuotaField(
+        'documentQuota',
+        <Trans>Monthly document quota</Trans>,
+        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+      )}
+      {renderRateLimitField('documentRateLimits', <Trans>Document rate limits</Trans>)}
+
+      {renderQuotaField(
+        'emailQuota',
+        <Trans>Monthly email quota</Trans>,
+        <Trans>Empty = Unlimited, 0 = Blocked</Trans>,
+      )}
+      {renderRateLimitField('emailRateLimits', <Trans>Email rate limits</Trans>)}
+
+      {renderQuotaField('apiQuota', <Trans>Monthly API quota</Trans>, <Trans>Empty = Unlimited, 0 = Blocked</Trans>)}
+      {renderRateLimitField('apiRateLimits', <Trans>API rate limits</Trans>)}
+    </div>
+  );
+};
@@ -1,4 +1,5 @@
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { TTemplate } from '@documenso/lib/types/template';
 import { isRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
@@ -12,11 +13,12 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import type { Field, Recipient } from '@prisma/client';
 import { useState } from 'react';
-import { useNavigate, useSearchParams } from 'react-router';
+import { useSearchParams } from 'react-router';

 import { useRequiredDocumentSigningAuthContext } from '~/components/general/document-signing/document-signing-auth-provider';
 import { useRequiredDocumentSigningContext } from '~/components/general/document-signing/document-signing-provider';
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
+import { getDirectTemplateErrorMessage } from '~/utils/toast-error-messages';

 import { DirectTemplateConfigureForm, type TDirectTemplateConfigureFormSchema } from './direct-template-configure-form';
 import { type DirectTemplateLocalField, DirectTemplateSigningForm } from './direct-template-signing-form';
@@ -35,7 +37,6 @@ export const DirectTemplatePageView = ({
  directTemplateRecipient,
  directTemplateToken,
 }: DirectTemplatePageViewProps) => {
-  const navigate = useNavigate();
  const [searchParams] = useSearchParams();

  const { _ } = useLingui();
@@ -117,12 +118,15 @@ export const DirectTemplatePageView = ({
      if (redirectUrl) {
        window.location.href = redirectUrl;
      } else {
-        await navigate(`/sign/${token}/complete`);
+        window.location.href = `/sign/${token}/complete`;
      }
    } catch (err) {
+      const error = AppError.parseError(err);
+      const errorMessage = getDirectTemplateErrorMessage(error.code);
+
      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`We were unable to submit this document at this time. Please try again later.`),
+        title: _(errorMessage.title),
+        description: _(errorMessage.description),
        variant: 'destructive',
      });

@@ -0,0 +1,68 @@
+import { AppErrorCode } from '@documenso/lib/errors/app-error';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans } from '@lingui/react/macro';
+import { AlertTriangleIcon } from 'lucide-react';
+
+export type CscRecipientBlockedPageProps = {
+  code: string;
+  recipientToken: string;
+};
+
+/**
+ * Terminal page rendered when the service-scope CSC OAuth callback surfaces a
+ * hard error the recipient can't resolve themselves (empty credential list,
+ * invalid cert, refused algorithm). The blocking-error cookie is read +
+ * cleared by the loader; this page only renders the message + retry CTA.
+ *
+ * The retry link kicks a fresh service-scope OAuth round-trip — useful when
+ * the TSP-side issue is transient (e.g. the recipient's admin has since
+ * provisioned a credential).
+ */
+export const CscRecipientBlockedPage = ({ code, recipientToken }: CscRecipientBlockedPageProps) => {
+  const retryUrl = `/api/csc/oauth/authorize?scope=service&token=${encodeURIComponent(recipientToken)}`;
+
+  return (
+    <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-16 md:-mx-8 md:px-8 lg:pt-16 xl:pt-24">
+      <AlertTriangleIcon className="h-12 w-12 text-destructive" />
+
+      <h2 className="mt-6 max-w-[35ch] text-center font-semibold text-2xl leading-normal md:text-3xl lg:text-4xl">
+        {code === AppErrorCode.CSC_CREDENTIAL_LIST_EMPTY ? (
+          <Trans>No signing credentials available</Trans>
+        ) : code === AppErrorCode.CSC_CERT_INVALID ? (
+          <Trans>Signing certificate is invalid</Trans>
+        ) : code === AppErrorCode.CSC_ALGORITHM_REFUSED ? (
+          <Trans>Signing algorithm is not supported</Trans>
+        ) : (
+          <Trans>Unable to start the signing flow</Trans>
+        )}
+      </h2>
+
+      <p className="mt-2.5 max-w-[60ch] text-center font-medium text-muted-foreground/60 text-sm md:text-base">
+        {code === AppErrorCode.CSC_CREDENTIAL_LIST_EMPTY ? (
+          <Trans>
+            Your signing provider returned no usable credentials for this account. Contact your administrator or signing
+            provider for assistance.
+          </Trans>
+        ) : code === AppErrorCode.CSC_CERT_INVALID ? (
+          <Trans>
+            Your signing certificate is invalid, expired, or missing a required key. Contact your administrator or
+            signing provider for assistance.
+          </Trans>
+        ) : code === AppErrorCode.CSC_ALGORITHM_REFUSED ? (
+          <Trans>
+            Your signing provider does not advertise a signing algorithm this document accepts. Contact your
+            administrator or signing provider for assistance.
+          </Trans>
+        ) : (
+          <Trans>Something went wrong while preparing the remote signature. Please try again.</Trans>
+        )}
+      </p>
+
+      <Button asChild className="mt-8">
+        <a href={retryUrl}>
+          <Trans>Try again</Trans>
+        </a>
+      </Button>
+    </div>
+  );
+};
@@ -0,0 +1,105 @@
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Trans } from '@lingui/react/macro';
+import { AlertTriangleIcon, Loader2Icon } from 'lucide-react';
+import { useEffect, useRef, useState } from 'react';
+
+export type CscRecipientSigningInProgressPageProps = {
+  sessionId: string;
+  recipientToken: string;
+};
+
+/**
+ * Rendered when the credential-scope OAuth callback has attached a SAD to the
+ * server-side `CscSession` and set the `csc_sad_session` cookie. The page
+ * auto-fires `enterprise.csc.signEnvelope` on mount and navigates to the
+ * completion page on success. On failure, it surfaces an error message and
+ * a retry CTA pointing at a fresh credential-scope OAuth round-trip.
+ */
+export const CscRecipientSigningInProgressPage = ({
+  sessionId,
+  recipientToken,
+}: CscRecipientSigningInProgressPageProps) => {
+  const { mutateAsync: signEnvelope } = trpc.enterprise.csc.signEnvelope.useMutation();
+
+  const [error, setError] = useState<string | null>(null);
+
+  // Ref rather than state for the fire-once guard. Refs mutate synchronously,
+  // so React StrictMode's double-invoke of the effect sees the updated value
+  // on the second pass and short-circuits. A useState guard would still let
+  // the second effect fire because the queued setState from the first run
+  // hasn't been committed yet when the second one reads it — that double-fire
+  // races two signEnvelope calls; whichever loses sees the SAD already
+  // consumed and flashes "Signing failed" before the winning call's
+  // navigation kicks in.
+  const hasFiredRef = useRef(false);
+
+  useEffect(() => {
+    if (hasFiredRef.current) {
+      return;
+    }
+
+    hasFiredRef.current = true;
+
+    const run = async () => {
+      try {
+        await signEnvelope({ sessionId, recipientToken });
+
+        window.location.href = `/sign/${recipientToken}/complete`;
+      } catch (err) {
+        const parsed = AppError.parseError(err);
+        setError(parsed.code || AppErrorCode.UNKNOWN_ERROR);
+      }
+    };
+
+    void run();
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, []);
+
+  const retryUrl = `/api/csc/oauth/authorize?scope=credential&session=${encodeURIComponent(sessionId)}`;
+
+  return (
+    <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-16 md:-mx-8 md:px-8 lg:pt-16 xl:pt-24">
+      {error ? (
+        <>
+          <AlertTriangleIcon className="h-12 w-12 text-destructive" />
+
+          <h2 className="mt-6 max-w-[35ch] text-center font-semibold text-2xl leading-normal md:text-3xl lg:text-4xl">
+            <Trans>Signing failed</Trans>
+          </h2>
+
+          <p className="mt-2.5 max-w-[60ch] text-center font-medium text-muted-foreground/60 text-sm md:text-base">
+            {error === AppErrorCode.CSC_TSP_TIMEOUT ? (
+              <Trans>The signing provider did not respond in time. Please retry.</Trans>
+            ) : error === AppErrorCode.CSC_SAD_EXPIRED_PRE_SIGN ? (
+              <Trans>
+                Your signing authorisation expired before the signature could be applied. Please reauthorise to retry.
+              </Trans>
+            ) : (
+              <Trans>Something went wrong while applying your signature. Please retry.</Trans>
+            )}
+          </p>
+
+          <Button asChild className="mt-8">
+            <a href={retryUrl}>
+              <Trans>Reauthorise and retry</Trans>
+            </a>
+          </Button>
+        </>
+      ) : (
+        <>
+          <Loader2Icon className="h-12 w-12 animate-spin text-primary" />
+
+          <h2 className="mt-6 max-w-[35ch] text-center font-semibold text-2xl leading-normal md:text-3xl lg:text-4xl">
+            <Trans>Applying your signature</Trans>
+          </h2>
+
+          <p className="mt-2.5 max-w-[60ch] text-center font-medium text-muted-foreground/60 text-sm md:text-base">
+            <Trans>Please don't close this tab. The signing provider is finalising your signature.</Trans>
+          </p>
+        </>
+      )}
+    </div>
+  );
+};
@@ -27,7 +27,6 @@ import type { Field } from '@prisma/client';
 import { FieldType, RecipientRole } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { useMemo, useState } from 'react';
-import { useNavigate } from 'react-router';
 import { match, P } from 'ts-pattern';

 import { DocumentSigningAttachmentsPopover } from '~/components/general/document-signing/document-signing-attachments-popover';
@@ -50,6 +49,11 @@ import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-p
 import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';

+type DocumentSigningBranding = {
+  brandingEnabled: boolean;
+  brandingLogo: string;
+};
+
 export type DocumentSigningPageViewV1Props = {
  recipient: RecipientWithFields;
  document: DocumentAndSender;
@@ -57,6 +61,7 @@ export type DocumentSigningPageViewV1Props = {
  completedFields: CompletedField[];
  isRecipientsTurn: boolean;
  allRecipients?: RecipientWithFields[];
+  branding: DocumentSigningBranding;
  includeSenderDetails: boolean;
 };

@@ -68,6 +73,7 @@ export const DocumentSigningPageViewV1 = ({
  isRecipientsTurn,
  allRecipients = [],
  includeSenderDetails,
+  branding,
 }: DocumentSigningPageViewV1Props) => {
  const { documentData, documentMeta } = document;

@@ -77,7 +83,6 @@ export const DocumentSigningPageViewV1 = ({
    ? authUser.twoFactorEnabled && authUser.email === recipient.email
    : false;

-  const navigate = useNavigate();
  const analytics = useAnalytics();

  const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
@@ -122,7 +127,7 @@ export const DocumentSigningPageViewV1 = ({
    if (documentMeta?.redirectUrl) {
      window.location.href = documentMeta.redirectUrl;
    } else {
-      await navigate(`/sign/${recipient.token}/complete`);
+      window.location.href = `/sign/${recipient.token}/complete`;
    }
  };

@@ -168,10 +173,12 @@ export const DocumentSigningPageViewV1 = ({
  const pendingFields = fieldsRequiringValidation.filter((field) => !field.inserted);
  const hasPendingFields = pendingFields.length > 0;

+  const hasCustomBrandingLogo = branding.brandingEnabled && Boolean(branding.brandingLogo);
+
  return (
    <DocumentSigningRecipientProvider recipient={recipient} targetSigner={targetSigner}>
      <div className="mx-auto w-full max-w-screen-xl sm:px-6">
-        {document.team.teamGlobalSettings.brandingEnabled && document.team.teamGlobalSettings.brandingLogo && (
+        {hasCustomBrandingLogo && (
          <img
            src={`/api/branding/logo/team/${document.teamId}`}
            alt={`${document.team.name}'s Logo`}
@@ -17,7 +17,7 @@ import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { useEffect, useState } from 'react';
 import { useForm } from 'react-hook-form';
-import { useNavigate, useSearchParams } from 'react-router';
+import { useSearchParams } from 'react-router';
 import { z } from 'zod';

 const ZRejectDocumentFormSchema = z.object({
@@ -41,7 +41,6 @@ export function DocumentSigningRejectDialog({
 }: DocumentSigningRejectDialogProps) {
  const { t } = useLingui();
  const { toast } = useToast();
-  const navigate = useNavigate();
  const [searchParams] = useSearchParams();

  const [isOpen, setIsOpen] = useState(false);
@@ -74,7 +73,7 @@ export function DocumentSigningRejectDialog({
      if (onRejected) {
        await onRejected(reason);
      } else {
-        await navigate(`/sign/${token}/rejected`);
+        window.location.href = `/sign/${token}/rejected`;
      }
    } catch (err) {
      toast({
@@ -1,6 +1,7 @@
 import { DocumentSignatureType } from '@documenso/lib/constants/document';
 import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
+import { AppError } from '@documenso/lib/errors/app-error';
 import type { TDocument } from '@documenso/lib/types/document';
 import { ZDocumentAccessAuthTypesSchema } from '@documenso/lib/types/document-auth';
 import { getDocumentDataUrlForPdfViewer } from '@documenso/lib/utils/envelope-download';
@@ -25,9 +26,9 @@ import { DocumentDistributionMethod, DocumentStatus } from '@prisma/client';
 import { useEffect, useState } from 'react';
 import { useNavigate, useSearchParams } from 'react-router';
 import { z } from 'zod';
-
 import PDFViewerLazy from '~/components/general/pdf-viewer/pdf-viewer-lazy';
 import { useCurrentTeam } from '~/providers/team';
+import { getDistributeErrorMessage } from '~/utils/toast-error-messages';

 export type DocumentEditFormProps = {
  className?: string;
@@ -387,9 +388,12 @@ export const DocumentEditForm = ({ className, initialDocument, documentRootPath
    } catch (err) {
      console.error(err);

+      const error = AppError.parseError(err);
+      const errorMessage = getDistributeErrorMessage(error.code);
+
      toast({
-        title: _(msg`Error`),
-        description: _(msg`An error occurred while sending the document.`),
+        title: _(errorMessage.title),
+        description: _(errorMessage.description),
        variant: 'destructive',
      });
    }
@@ -38,7 +38,7 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
  })
    .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
      <Button className="w-full" asChild>
-        <Link to={`/sign/${recipient?.token}`}>
+        <a href={`/sign/${recipient?.token}`}>
          {match(role)
            .with(RecipientRole.SIGNER, () => (
              <>
@@ -58,7 +58,7 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
                <Trans>View</Trans>
              </>
            ))}
-        </Link>
+        </a>
      </Button>
    ))
    .with({ isComplete: false }, () => (
@@ -40,6 +40,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
    icon: XCircle,
    color: 'text-red-500 dark:text-red-300',
  },
+  CANCELLED: {
+    label: msg`Cancelled`,
+    labelExtended: msg`Document cancelled`,
+    icon: XCircle,
+    color: 'text-red-500 dark:text-red-300',
+  },
  INBOX: {
    label: msg`Inbox`,
    labelExtended: msg`Document inbox`,
@@ -3,7 +3,7 @@ import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
@@ -20,9 +20,9 @@ import { EnvelopeType } from '@prisma/client';
 import { useMemo, useState } from 'react';
 import type { FileRejection } from 'react-dropzone';
 import { useNavigate, useParams } from 'react-router';
-import { match } from 'ts-pattern';

 import { useCurrentTeam } from '~/providers/team';
+import { getUploadErrorMessage } from '~/utils/toast-error-messages';

 export type DocumentUploadButtonLegacyProps = {
  className?: string;
@@ -130,30 +130,11 @@ export const DocumentUploadButtonLegacy = ({ className, type }: DocumentUploadBu

      console.error(err);

-      const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs.`)
-        .with(
-          AppErrorCode.LIMIT_EXCEEDED,
-          () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
-        )
-        .with(
-          'ENVELOPE_ITEM_LIMIT_EXCEEDED',
-          () => msg`You have reached the limit of the number of files per envelope.`,
-        )
-        .with('UNSUPPORTED_FILE_TYPE', () => msg`This file type isn't supported. Please upload a PDF or Word document.`)
-        .with(
-          'CONVERSION_SERVICE_UNAVAILABLE',
-          () => msg`Document conversion is temporarily unavailable. Please try again shortly or upload a PDF.`,
-        )
-        .with(
-          'CONVERSION_FAILED',
-          () => msg`We couldn't convert this file. Please check it's a valid Word document or upload a PDF instead.`,
-        )
-        .otherwise(() => msg`An error occurred while uploading your document.`);
+      const errorMessage = getUploadErrorMessage(error.code);

      toast({
-        title: _(msg`Error`),
-        description: _(errorMessage),
+        title: _(errorMessage.title),
+        description: _(errorMessage.description),
        variant: 'destructive',
        duration: 7500,
      });
@@ -14,13 +14,22 @@ import {
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
 import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
-import { CommandDialog } from '@documenso/ui/primitives/command';
+import {
+  Command,
+  CommandDialog,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@documenso/ui/primitives/command';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
 import { useLingui } from '@lingui/react/macro';
 import type { FieldType } from '@prisma/client';
 import Konva from 'konva';
 import type { KonvaEventObject } from 'konva/lib/Node';
 import type { Transformer } from 'konva/lib/shapes/Transformer';
-import { CopyPlusIcon, SquareStackIcon, TrashIcon, UserCircleIcon } from 'lucide-react';
+import { CopyPlusIcon, ShapesIcon, SquareStackIcon, TrashIcon, UserCircleIcon } from 'lucide-react';
 import { useEffect, useMemo, useRef, useState } from 'react';

 import { fieldButtonList } from './envelope-editor-fields-drag-drop';
@@ -470,6 +479,22 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
    }
  };

+  const changeSelectedFieldsType = (type: FieldType) => {
+    const fields = selectedKonvaFieldGroups
+      .map((field) => editorFields.getFieldByFormId(field.id()))
+      .filter((field) => field !== undefined);
+
+    for (const field of fields) {
+      if (field.type !== type) {
+        editorFields.updateFieldByFormId(field.formId, {
+          type,
+          fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[type]),
+          id: undefined,
+        });
+      }
+    }
+  };
+
  const duplicatedSelectedFields = () => {
    const fields = selectedKonvaFieldGroups
      .map((field) => editorFields.getFieldByFormId(field.id()))
@@ -554,6 +579,7 @@ export const EnvelopeEditorFieldsPageRenderer = ({ pageData }: { pageData: PageR
          handleDuplicateSelectedFieldsOnAllPages={duplicatedSelectedFieldsOnAllPages}
          handleDeleteSelectedFields={deletedSelectedFields}
          handleChangeRecipient={changeSelectedFieldsRecipients}
+          handleChangeFieldType={changeSelectedFieldsType}
          selectedFieldFormId={selectedKonvaFieldGroups.map((field) => field.id())}
          style={{
            position: 'absolute',
@@ -602,6 +628,7 @@ type FieldActionButtonsProps = React.HTMLAttributes<HTMLDivElement> & {
  handleDuplicateSelectedFieldsOnAllPages: () => void;
  handleDeleteSelectedFields: () => void;
  handleChangeRecipient: (recipientId: number) => void;
+  handleChangeFieldType: (type: FieldType) => void;
  selectedFieldFormId: string[];
 };

@@ -610,15 +637,40 @@ const FieldActionButtons = ({
  handleDuplicateSelectedFieldsOnAllPages,
  handleDeleteSelectedFields,
  handleChangeRecipient,
+  handleChangeFieldType,
  selectedFieldFormId,
  ...props
 }: FieldActionButtonsProps) => {
  const { t } = useLingui();

  const [showRecipientSelector, setShowRecipientSelector] = useState(false);
+  const [showFieldTypeSelector, setShowFieldTypeSelector] = useState(false);

  const { editorFields, envelope } = useCurrentEnvelopeEditor();

+  /**
+   * Decide the preselected field type in the command input.
+   *
+   * If all fields share the same type, use that as the default selection.
+   * Otherwise show no preselection.
+   */
+  const preselectedFieldType = useMemo(() => {
+    if (selectedFieldFormId.length === 0) {
+      return null;
+    }
+
+    const fields = editorFields.localFields.filter((field) => selectedFieldFormId.includes(field.formId));
+
+    if (fields.length === 0) {
+      return null;
+    }
+
+    const firstType = fields[0].type;
+    const isTypesSame = fields.every((field) => field.type === firstType);
+
+    return isTypesSame ? firstType : null;
+  }, [editorFields.localFields, selectedFieldFormId]);
+
  /**
   * Decide the preselected recipient in the command input.
   *
@@ -656,6 +708,7 @@ const FieldActionButtons = ({
    <div className="flex flex-col items-center" {...props}>
      <div className="group flex w-fit items-center justify-evenly gap-x-1 rounded-md border bg-gray-900 p-0.5">
        <button
+          type="button"
          title={t`Change Recipient`}
          className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
          onClick={() => setShowRecipientSelector(true)}
@@ -665,6 +718,17 @@ const FieldActionButtons = ({
        </button>

        <button
+          type="button"
+          title={t`Change Field Type`}
+          className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
+          onClick={() => setShowFieldTypeSelector(true)}
+          onTouchEnd={() => setShowFieldTypeSelector(true)}
+        >
+          <ShapesIcon className="h-3 w-3" />
+        </button>
+
+        <button
+          type="button"
          title={t`Duplicate`}
          className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
          onClick={handleDuplicateSelectedFields}
@@ -674,6 +738,7 @@ const FieldActionButtons = ({
        </button>

        <button
+          type="button"
          title={t`Duplicate on all pages`}
          className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
          onClick={handleDuplicateSelectedFieldsOnAllPages}
@@ -683,6 +748,7 @@ const FieldActionButtons = ({
        </button>

        <button
+          type="button"
          title={t`Remove`}
          className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
          onClick={handleDeleteSelectedFields}
@@ -705,6 +771,41 @@ const FieldActionButtons = ({
          fields={envelope.fields}
        />
      </CommandDialog>
+
+      <CommandDialog position="start" open={showFieldTypeSelector} onOpenChange={setShowFieldTypeSelector}>
+        <Command defaultValue={preselectedFieldType ? t(FRIENDLY_FIELD_TYPE[preselectedFieldType]) : undefined}>
+          <CommandInput placeholder={t`Select a field type`} />
+
+          <CommandList>
+            <CommandEmpty>
+              <span className="inline-block px-4 text-muted-foreground">
+                {t`No field type matching this description was found.`}
+              </span>
+            </CommandEmpty>
+
+            <CommandGroup>
+              {fieldButtonList.map((field) => {
+                const FieldIcon = field.icon;
+                const label = t(FRIENDLY_FIELD_TYPE[field.type]);
+
+                return (
+                  <CommandItem
+                    key={field.type}
+                    className="px-2"
+                    onSelect={() => {
+                      handleChangeFieldType(field.type);
+                      setShowFieldTypeSelector(false);
+                    }}
+                  >
+                    <FieldIcon className="mr-2 h-4 w-4" />
+                    <span className="truncate">{label}</span>
+                  </CommandItem>
+                );
+              })}
+            </CommandGroup>
+          </CommandList>
+        </Command>
+      </CommandDialog>
    </div>
  );
 };
@@ -148,6 +148,11 @@ export default function EnvelopeEditorHeader() {
                    <Trans>Rejected</Trans>
                  </Badge>
                ))
+                .with(DocumentStatus.CANCELLED, () => (
+                  <Badge variant="destructive" className="shrink-0">
+                    <Trans>Cancelled</Trans>
+                  </Badge>
+                ))
                .exhaustive()}

            {autosaveError && (
@@ -16,6 +16,7 @@ import {
 } from '@documenso/ui/components/recipient/recipient-autocomplete-input';
 import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
 import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent, CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
@@ -563,6 +564,9 @@ export const EnvelopeEditorRecipientForm = () => {
    }
  }, [formValues]);

+  const recipientCountLimit = organisation.organisationClaim.recipientCount;
+  const isOverRecipientLimit = recipientCountLimit > 0 && signers.length > recipientCountLimit;
+
  return (
    <Card backdropBlur={false} className="border">
      <CardHeader className="flex flex-row justify-between">
@@ -627,6 +631,17 @@ export const EnvelopeEditorRecipientForm = () => {
      </CardHeader>

      <CardContent>
+        {isOverRecipientLimit && (
+          <Alert variant="destructive" className="mb-4">
+            <AlertDescription>
+              <Trans>
+                This envelope cannot have more than {recipientCountLimit} recipients. Please contact support if you need
+                more.
+              </Trans>
+            </AlertDescription>
+          </Alert>
+        )}
+
        <Form {...form}>
          <div
            className={cn('-mt-2 mb-2 space-y-4 rounded-md bg-accent/50 p-4', {
@@ -9,7 +9,7 @@ import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { ZDocumentAccessAuthTypesSchema, ZDocumentActionAuthTypesSchema } from '@documenso/lib/types/document-auth';
-import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { DocumentEmailEvents, ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
 import {
  type TDocumentMetaDateFormat,
  ZDocumentMetaDateFormatSchema,
@@ -39,6 +39,7 @@ import { ExpirationPeriodPicker } from '@documenso/ui/components/document/expira
 import { ReminderSettingsPicker } from '@documenso/ui/components/document/reminder-settings-picker';
 import { TemplateTypeSelect, TemplateTypeTooltip } from '@documenso/ui/components/template/template-type-select';
 import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import { CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
 import { Combobox } from '@documenso/ui/primitives/combobox';
@@ -114,7 +115,7 @@ export const ZAddSettingsFormSchema = z.object({
  }),
 });

-type EnvelopeEditorSettingsTabType = 'general' | 'reminders' | 'email' | 'security';
+type EnvelopeEditorSettingsTabType = 'general' | 'reminders' | 'notifications' | 'security';

 const tabs = [
  {
@@ -130,10 +131,10 @@ const tabs = [
    description: msg`Configure signing reminder settings for the document.`,
  },
  {
-    id: 'email',
-    title: msg`Email`,
+    id: 'notifications',
+    title: msg`Notifications`,
    icon: MailIcon,
-    description: msg`Configure email settings for the document.`,
+    description: msg`Configure notification settings for the document.`,
  },
  {
    id: 'security',
@@ -143,6 +144,18 @@ const tabs = [
  },
 ] as const;

+// Recipient-facing notification events. These are suppressed at send time
+// when distributionMethod is not EMAIL (see extractDerivedDocumentEmailSettings),
+// so the UI mirrors that by disabling the matching checkboxes.
+const RECIPIENT_EMAIL_EVENTS = [
+  DocumentEmailEvents.RecipientSigningRequest,
+  DocumentEmailEvents.RecipientRemoved,
+  DocumentEmailEvents.RecipientSigned,
+  DocumentEmailEvents.DocumentPending,
+  DocumentEmailEvents.DocumentCompleted,
+  DocumentEmailEvents.DocumentDeleted,
+] as const;
+
 type TAddSettingsFormSchema = z.infer<typeof ZAddSettingsFormSchema>;

 type EnvelopeEditorSettingsDialogProps = {
@@ -205,6 +218,8 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
    );

  const emailSettings = form.watch('meta.emailSettings');
+  const distributionMethod = form.watch('meta.distributionMethod');
+  const isEmailDistribution = distributionMethod === DocumentDistributionMethod.EMAIL;

  const { data: emailData, isLoading: isLoadingEmails } = trpc.enterprise.organisation.email.find.useQuery(
    {
@@ -334,7 +349,7 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit

          <nav className="col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 px-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2">
            {tabs.map((tab) => {
-              if (tab.id === 'email' && !settings.allowConfigureDistribution) {
+              if (tab.id === 'notifications' && !settings.allowConfigureDistribution) {
                return null;
              }

@@ -730,7 +745,7 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
                      )}
                    />
                  ))
-                  .with({ activeTab: 'email', settings: { allowConfigureDistribution: true } }, () => (
+                  .with({ activeTab: 'notifications', settings: { allowConfigureDistribution: true } }, () => (
                    <>
                      {settings.allowConfigureEmailSender && organisation.organisationClaim.flags.emailDomains && (
                        <FormField
@@ -747,6 +762,7 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
                                  {...field}
                                  value={field.value === null ? '-1' : field.value}
                                  onValueChange={(value) => field.onChange(value === '-1' ? null : value)}
+                                  disabled={!isEmailDistribution}
                                >
                                  <SelectTrigger loading={isLoadingEmails} className="bg-background">
                                    <SelectValue />
@@ -783,7 +799,7 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
                              </FormLabel>

                              <FormControl>
-                                <Input {...field} />
+                                <Input {...field} disabled={!isEmailDistribution} />
                              </FormControl>

                              <FormMessage />
@@ -804,7 +820,7 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
                            </FormLabel>

                            <FormControl>
-                              <Input {...field} />
+                              <Input {...field} disabled={!isEmailDistribution} />
                            </FormControl>

                            <FormMessage />
@@ -832,7 +848,11 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
                            </FormLabel>

                            <FormControl>
-                              <Textarea className="h-16 resize-none bg-background" {...field} />
+                              <Textarea
+                                className="h-16 resize-none bg-background"
+                                {...field}
+                                disabled={!isEmailDistribution}
+                              />
                            </FormControl>

                            <FormMessage />
@@ -843,7 +863,19 @@ export const EnvelopeEditorSettingsDialog = ({ trigger, ...props }: EnvelopeEdit
                      <DocumentEmailCheckboxes
                        value={emailSettings}
                        onChange={(value) => form.setValue('meta.emailSettings', value)}
+                        hiddenEvents={isEmailDistribution ? undefined : RECIPIENT_EMAIL_EVENTS}
                      />
+
+                      {!isEmailDistribution && (
+                        <Alert variant="warning">
+                          <AlertDescription>
+                            <Trans>
+                              Email distribution needs to be enabled in the general settings tab to configure recipient
+                              email related settings.
+                            </Trans>
+                          </AlertDescription>
+                        </Alert>
+                      )}
                    </>
                  ))
                  .with({ activeTab: 'security' }, () => (
@@ -27,27 +27,25 @@ export const EnvelopeSignerHeader = () => {
  const { envelopeData, envelope, recipientFieldsRemaining, recipient } = useRequiredEnvelopeSigningContext();

  const isEmbedSigning = useEmbedSigningContext() !== null;
+  const hasCustomBrandingLogo = envelopeData.settings.brandingEnabled && Boolean(envelopeData.settings.brandingLogo);

  return (
    <nav className="embed--DocumentWidgetHeader flex max-w-screen flex-row justify-between border-border border-b bg-background px-4 py-3 md:px-6">
      {/* Left side - Logo and title */}
      <div className="flex min-w-0 flex-1 items-center space-x-2 md:w-auto md:flex-none">
-        {!isEmbedSigning && (
-          <Link to="/" className="flex-shrink-0">
-            {envelopeData.settings.brandingEnabled && envelopeData.settings.brandingLogo ? (
-              <img
-                src={`/api/branding/logo/team/${envelope.teamId}`}
-                alt={`${envelope.team.name}'s Logo`}
-                className="h-6 w-auto"
-              />
-            ) : (
-              <>
-                <BrandingLogo className="hidden h-6 w-auto md:block" />
-                <BrandingLogoIcon className="h-6 w-auto md:hidden" />
-              </>
-            )}
-          </Link>
-        )}
+        {!isEmbedSigning &&
+          (hasCustomBrandingLogo ? (
+            <img
+              src={`/api/branding/logo/team/${envelope.teamId}`}
+              alt={`${envelope.team.name}'s Logo`}
+              className="h-6 w-auto flex-shrink-0"
+            />
+          ) : (
+            <Link to="/" className="flex-shrink-0">
+              <BrandingLogo className="hidden h-6 w-auto md:block" />
+              <BrandingLogoIcon className="h-6 w-auto md:hidden" />
+            </Link>
+          ))}

        <h1 title={envelope.title} className="min-w-0 truncate font-semibold text-base text-foreground md:hidden">
          {envelope.title}
@@ -9,6 +9,10 @@ import { isBase64Image } from '@documenso/lib/constants/signatures';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { ZFullFieldSchema } from '@documenso/lib/types/field';
+import {
+  createFieldCanvasStyleCache,
+  type FieldCanvasStyleCache,
+} from '@documenso/lib/universal/field-renderer/field-canvas-style';
 import { createSpinner } from '@documenso/lib/universal/field-renderer/field-generic-items';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
@@ -22,7 +26,7 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import { type Field, FieldType, type Recipient, RecipientRole, type Signature, SigningStatus } from '@prisma/client';
 import type Konva from 'konva';
 import type { KonvaEventObject } from 'konva/lib/Node';
-import { useEffect, useMemo } from 'react';
+import { useEffect, useMemo, useRef } from 'react';
 import { match } from 'ts-pattern';

 import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
@@ -57,17 +61,31 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
    recipientFieldsRemaining,
    showPendingFieldTooltip,
    signField: signFieldInternal,
-    email,
+    email: emailState,
    setEmail,
-    fullName,
+    fullName: fullNameState,
    setFullName,
-    signature,
+    signature: signatureState,
    setSignature,
    selectedAssistantRecipientFields,
    selectedAssistantRecipient,
    isDirectTemplate,
  } = useRequiredEnvelopeSigningContext();

+  // Note: We're using refs here due to the closure within the signField function.
+  const fullName = useRef(fullNameState);
+  const email = useRef(emailState);
+  const signature = useRef(signatureState);
+
+  useEffect(() => {
+    fullName.current = fullNameState;
+    email.current = emailState;
+    signature.current = signatureState;
+  }, [fullNameState, emailState, signatureState]);
+
+  const cachedRenderFields = useRef<Map<number, Field & { signature?: Signature | null }>>(new Map());
+  const prevShowPendingFieldTooltip = useRef(showPendingFieldTooltip);
+
  const { onFieldSigned, onFieldUnsigned } = useEmbedSigningContext() || {};

  const { stage, pageLayer, konvaContainer, unscaledViewport } = usePageRenderer(
@@ -121,7 +139,10 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
    });
  }, [envelope.recipients, pageNumber, currentEnvelopeItem?.id]);

-  const unsafeRenderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+  const unsafeRenderFieldOnLayer = (
+    unparsedField: Field & { signature?: Signature | null },
+    fieldCanvasStyleCache: FieldCanvasStyleCache,
+  ) => {
    if (!pageLayer.current) {
      console.error('Layer not loaded yet');
      return;
@@ -129,11 +150,9 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD

    const fieldToRender = ZFullFieldSchema.parse(unparsedField);

-    const color = fieldToRender.fieldMeta?.readOnly
-      ? 'readOnly'
-      : showPendingFieldTooltip && isFieldUnsignedAndRequired(fieldToRender)
-        ? 'orange'
-        : 'green';
+    const isValidating = showPendingFieldTooltip && isFieldUnsignedAndRequired(fieldToRender);
+
+    const color = fieldToRender.fieldMeta?.readOnly ? 'readOnly' : isValidating ? 'orange' : 'green';

    const { fieldGroup } = renderField({
      scale,
@@ -145,6 +164,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
        height: Number(fieldToRender.height),
        positionX: Number(fieldToRender.positionX),
        positionY: Number(fieldToRender.positionY),
+        isValidating,
        signature: unparsedField.signature,
      },
      translations: getClientSideFieldTranslations(i18n),
@@ -152,6 +172,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
      pageHeight: unscaledViewport.height,
      color,
      mode: 'sign',
+      fieldCanvasStyleCache,
    });

    const handleFieldGroupClick = (e: KonvaEventObject<Event>) => {
@@ -169,8 +190,8 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
        return;
      }

-      let localEmail: string | null = email;
-      let localFullName: string | null = fullName;
+      let localEmail: string | null = email.current;
+      let localFullName: string | null = fullName.current;
      let placeholderEmail: string | null = null;

      if (recipient.role === RecipientRole.ASSISTANT) {
@@ -180,7 +201,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD

      // Allows us let the user set a different email than their current logged in email.
      if (isDirectTemplate) {
-        placeholderEmail = sessionData?.user?.email || email || recipient.email;
+        placeholderEmail = sessionData?.user?.email || email.current || recipient.email;

        if (!placeholderEmail || placeholderEmail === DIRECT_TEMPLATE_RECIPIENT_EMAIL) {
          placeholderEmail = null;
@@ -205,7 +226,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
            return;
          }

-          handleCheckboxFieldClick({ field, clickedCheckboxIndex })
+          void handleCheckboxFieldClick({ field, clickedCheckboxIndex })
            .then(async (payload) => {
              if (payload) {
                fieldGroup.add(loadingSpinnerGroup);
@@ -243,7 +264,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
         * NUMBER FIELD.
         */
        .with({ type: FieldType.NUMBER }, (field) => {
-          handleNumberFieldClick({ field, number: null })
+          void handleNumberFieldClick({ field, number: null })
            .then(async (payload) => {
              if (payload) {
                fieldGroup.add(loadingSpinnerGroup);
@@ -258,7 +279,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
         * TEXT FIELD.
         */
        .with({ type: FieldType.TEXT }, (field) => {
-          handleTextFieldClick({ field, text: null })
+          void handleTextFieldClick({ field, text: null })
            .then(async (payload) => {
              if (payload) {
                fieldGroup.add(loadingSpinnerGroup);
@@ -273,7 +294,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
         * EMAIL FIELD.
         */
        .with({ type: FieldType.EMAIL }, (field) => {
-          handleEmailFieldClick({ field, email: localEmail, placeholderEmail })
+          void handleEmailFieldClick({ field, email: localEmail, placeholderEmail })
            .then(async (payload) => {
              if (payload) {
                fieldGroup.add(loadingSpinnerGroup);
@@ -294,7 +315,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
        .with({ type: FieldType.INITIALS }, (field) => {
          const initials = localFullName ? extractInitials(localFullName) : null;

-          handleInitialsFieldClick({ field, initials })
+          void handleInitialsFieldClick({ field, initials })
            .then(async (payload) => {
              if (payload) {
                fieldGroup.add(loadingSpinnerGroup);
@@ -309,7 +330,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
         * NAME FIELD.
         */
        .with({ type: FieldType.NAME }, (field) => {
-          handleNameFieldClick({ field, name: localFullName })
+          void handleNameFieldClick({ field, name: localFullName })
            .then(async (payload) => {
              if (payload) {
                fieldGroup.add(loadingSpinnerGroup);
@@ -328,7 +349,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
         * DROPDOWN FIELD.
         */
        .with({ type: FieldType.DROPDOWN }, (field) => {
-          handleDropdownFieldClick({ field, text: null })
+          void handleDropdownFieldClick({ field, text: null })
            .then(async (payload) => {
              if (payload) {
                fieldGroup.add(loadingSpinnerGroup);
@@ -356,32 +377,34 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
         * SIGNATURE FIELD.
         */
        .with({ type: FieldType.SIGNATURE }, (field) => {
-          handleSignatureFieldClick({
+          void handleSignatureFieldClick({
            field,
-            fullName,
-            signature,
+            fullName: fullName.current,
+            signature: signature.current,
            typedSignatureEnabled: envelope.documentMeta.typedSignatureEnabled,
            uploadSignatureEnabled: envelope.documentMeta.uploadSignatureEnabled,
            drawSignatureEnabled: envelope.documentMeta.drawSignatureEnabled,
          })
            .then(async (payload) => {
-              if (payload) {
-                fieldGroup.add(loadingSpinnerGroup);
+              if (!payload) {
+                return;
+              }

-                if (payload.value) {
-                  void executeActionAuthProcedure({
-                    onReauthFormSubmit: async (authOptions) => {
-                      await signField(field.id, payload, authOptions);
+              fieldGroup.add(loadingSpinnerGroup);

-                      loadingSpinnerGroup.destroy();
-                    },
-                    actionTarget: field.type,
-                  });
+              if (payload.value) {
+                await executeActionAuthProcedure({
+                  onReauthFormSubmit: async (authOptions) => {
+                    await signField(field.id, payload, authOptions);

-                  setSignature(payload.value);
-                } else {
-                  await signField(field.id, payload);
-                }
+                    loadingSpinnerGroup.destroy();
+                  },
+                  actionTarget: field.type,
+                });
+
+                setSignature(payload.value);
+              } else {
+                await signField(field.id, payload);
              }
            })
            .finally(() => {
@@ -395,9 +418,12 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
    fieldGroup.on('pointerdown', handleFieldGroupClick);
  };

-  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+  const renderFieldOnLayer = (
+    unparsedField: Field & { signature?: Signature | null },
+    fieldCanvasStyleCache: FieldCanvasStyleCache,
+  ) => {
    try {
-      unsafeRenderFieldOnLayer(unparsedField);
+      unsafeRenderFieldOnLayer(unparsedField, fieldCanvasStyleCache);
    } catch (err) {
      console.error(err);
      setRenderError(true);
@@ -410,15 +436,28 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
      return;
    }

-    // Render current recipient fields.
+    const fieldCanvasStyleCache = createFieldCanvasStyleCache();
+
+    // Render current recipient fields which have changed or are not currently rendered.
    for (const field of localPageFields) {
-      renderFieldOnLayer(field);
+      const existingCachedField = cachedRenderFields.current.get(field.id);
+      const isFieldCurrentlyRendered = pageLayer.current.findOne(`#${field.id}`);
+
+      if (
+        !isFieldCurrentlyRendered ||
+        !existingCachedField ||
+        existingCachedField.inserted !== field.inserted ||
+        existingCachedField.customText !== field.customText
+      ) {
+        renderFieldOnLayer(field, fieldCanvasStyleCache);
+        cachedRenderFields.current.set(field.id, field);
+      }
    }

    // Render other recipient signed and inserted fields.
    for (const field of localPageOtherRecipientFields) {
      try {
-        renderField({
+        const { fieldGroup } = renderField({
          scale,
          pageLayer: pageLayer.current,
          field: {
@@ -436,7 +475,13 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
          color: 'readOnly',
          editable: false,
          mode: 'sign',
+          fieldCanvasStyleCache,
        });
+
+        // Other-recipient fields are display-only — they have no click handlers
+        // and shouldn't intercept events meant for the current recipient's
+        // fields. Disable hit detection on the entire group.
+        fieldGroup.listening(false);
      } catch (err) {
        console.error('Unable to render one or more fields belonging to other recipients.');
        console.error(err);
@@ -488,10 +533,19 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD
      return;
    }

+    // When the pending-field tooltip toggles, all unsigned required fields need to
+    // be re-rendered so their stroke color updates (green <-> orange). Field-level
+    // properties like `inserted` and `customText` haven't changed, so the cache
+    // would otherwise skip them — clear it to force a fresh render.
+    if (prevShowPendingFieldTooltip.current !== showPendingFieldTooltip) {
+      cachedRenderFields.current.clear();
+      prevShowPendingFieldTooltip.current = showPendingFieldTooltip;
+    }
+
    renderFields();

    pageLayer.current.batchDraw();
-  }, [localPageFields, showPendingFieldTooltip, fullName, signature, email]);
+  }, [localPageFields, showPendingFieldTooltip]);

  /**
   * Rerender the whole page if the selected assistant recipient changes.
@@ -503,6 +557,7 @@ export const EnvelopeSignerPageRenderer = ({ pageData }: { pageData: PageRenderD

    // Rerender the whole page.
    pageLayer.current.destroyChildren();
+    cachedRenderFields.current.clear();

    renderFields();

@@ -89,7 +89,7 @@ export const EnvelopeSignerCompleteDialog = () => {
    recipientDetails?: { name: string; email: string },
  ) => {
    try {
-      await completeDocument({
+      const result = await completeDocument({
        token: recipient.token,
        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
        accessAuthOptions,
@@ -97,6 +97,15 @@ export const EnvelopeSignerCompleteDialog = () => {
        ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
      });

+      // TSP envelopes can't be completed via the SES path; the mutation returns
+      // a credential-scope OAuth URL the recipient must follow to acquire a SAD
+      // before the sync sign mutation can run. Short-circuit here so the
+      // analytics / completion handlers don't run with a still-unsigned doc.
+      if (result.status === 'REDIRECT') {
+        window.location.href = result.redirectUrl;
+        return;
+      }
+
      analytics.capture('App: Recipient has completed signing', {
        signerId: recipient.id,
        documentId: envelope.id,
@@ -119,7 +128,7 @@ export const EnvelopeSignerCompleteDialog = () => {
      if (envelope.documentMeta.redirectUrl) {
        window.location.href = envelope.documentMeta.redirectUrl;
      } else {
-        await navigate(`/sign/${recipient.token}/complete`);
+        window.location.href = `/sign/${recipient.token}/complete`;
      }
    } catch (err) {
      const error = AppError.parseError(err);
@@ -197,7 +206,7 @@ export const EnvelopeSignerCompleteDialog = () => {
      if (redirectUrl) {
        window.location.href = redirectUrl;
      } else {
-        await navigate(`/sign/${token}/complete`);
+        window.location.href = `/sign/${token}/complete`;
      }
    } catch (err) {
      console.log('err', err);
@@ -5,7 +5,7 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { getAllowedUploadMimeTypes } from '@documenso/lib/constants/document-conversion';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
@@ -20,9 +20,9 @@ import { Loader } from 'lucide-react';
 import { type ReactNode, useState } from 'react';
 import { ErrorCode as DropzoneErrorCode, type FileRejection, useDropzone } from 'react-dropzone';
 import { Link, useNavigate, useParams } from 'react-router';
-import { match } from 'ts-pattern';

 import { useCurrentTeam } from '~/providers/team';
+import { getUploadErrorMessage } from '~/utils/toast-error-messages';

 export interface EnvelopeDropZoneWrapperProps {
  children: ReactNode;
@@ -109,27 +109,11 @@ export const EnvelopeDropZoneWrapper = ({ children, type, className }: EnvelopeD
    } catch (err) {
      const error = AppError.parseError(err);

-      const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs.`)
-        .with(
-          AppErrorCode.LIMIT_EXCEEDED,
-          () => t`You have reached your document limit for this month. Please upgrade your plan.`,
-        )
-        .with('ENVELOPE_ITEM_LIMIT_EXCEEDED', () => t`You have reached the limit of the number of files per envelope.`)
-        .with('UNSUPPORTED_FILE_TYPE', () => t`This file type isn't supported. Please upload a PDF or Word document.`)
-        .with(
-          'CONVERSION_SERVICE_UNAVAILABLE',
-          () => t`Document conversion is temporarily unavailable. Please try again shortly or upload a PDF.`,
-        )
-        .with(
-          'CONVERSION_FAILED',
-          () => t`We couldn't convert this file. Please check it's a valid Word document or upload a PDF instead.`,
-        )
-        .otherwise(() => t`An error occurred during upload.`);
+      const errorMessage = getUploadErrorMessage(error.code);

      toast({
-        title: t`Error`,
-        description: errorMessage,
+        title: i18n._(errorMessage.title),
+        description: i18n._(errorMessage.description),
        variant: 'destructive',
        duration: 7500,
      });
@@ -2,7 +2,7 @@ import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
-import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { AppError } from '@documenso/lib/errors/app-error';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
@@ -17,9 +17,9 @@ import { EnvelopeType } from '@prisma/client';
 import { useMemo, useState } from 'react';
 import { ErrorCode as DropzoneErrorCode, type FileRejection } from 'react-dropzone';
 import { useNavigate } from 'react-router';
-import { match } from 'ts-pattern';

 import { useCurrentTeam } from '~/providers/team';
+import { getUploadErrorMessage } from '~/utils/toast-error-messages';

 export type EnvelopeUploadButtonProps = {
  className?: string;
@@ -112,27 +112,11 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo

      console.error(err);

-      const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs.`)
-        .with(
-          AppErrorCode.LIMIT_EXCEEDED,
-          () => t`You have reached your document limit for this month. Please upgrade your plan.`,
-        )
-        .with('ENVELOPE_ITEM_LIMIT_EXCEEDED', () => t`You have reached the limit of the number of files per envelope.`)
-        .with('UNSUPPORTED_FILE_TYPE', () => t`This file type isn't supported. Please upload a PDF or Word document.`)
-        .with(
-          'CONVERSION_SERVICE_UNAVAILABLE',
-          () => t`Document conversion is temporarily unavailable. Please try again shortly or upload a PDF.`,
-        )
-        .with(
-          'CONVERSION_FAILED',
-          () => t`We couldn't convert this file. Please check it's a valid Word document or upload a PDF instead.`,
-        )
-        .otherwise(() => t`An error occurred while uploading your document.`);
+      const errorMessage = getUploadErrorMessage(error.code);

      toast({
-        title: t`Error`,
-        description: errorMessage,
+        title: i18n._(errorMessage.title),
+        description: i18n._(errorMessage.description),
        variant: 'destructive',
        duration: 7500,
      });
@@ -0,0 +1,117 @@
+import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+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 { match } from 'ts-pattern';
+import { OrganisationUsageResetButton } from './organisation-usage-reset-button';
+
+type OrganisationUsagePanelProps = {
+  organisationId: string;
+  monthlyStats: Pick<
+    OrganisationMonthlyStat,
+    'period' | 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports'
+  >[];
+  organisationClaim: OrganisationClaim;
+};
+
+export const OrganisationUsagePanel = ({
+  organisationId,
+  monthlyStats,
+  organisationClaim,
+}: OrganisationUsagePanelProps) => {
+  const [selectedPeriod, setSelectedPeriod] = useState<string | undefined>(() => monthlyStats[0]?.period);
+
+  const selectedStat = monthlyStats.find((stat) => stat.period === selectedPeriod) ?? monthlyStats[0];
+
+  // Resetting a counter only affects the current month (the server hardcodes the
+  // current period), so only offer the reset action when viewing the current month.
+  const isCurrentPeriod = selectedStat?.period === currentMonthlyPeriod();
+
+  const rows = [
+    {
+      counter: 'document' as const,
+      label: <Trans>Documents</Trans>,
+      used: selectedStat?.documentCount ?? 0,
+      effectiveLimit: organisationClaim.documentQuota,
+    },
+    {
+      counter: 'email' as const,
+      label: <Trans>Emails</Trans>,
+      used: selectedStat?.emailCount ?? 0,
+      effectiveLimit: organisationClaim.emailQuota,
+    },
+    {
+      counter: 'api' as const,
+      label: <Trans>API requests</Trans>,
+      used: selectedStat?.apiCount ?? 0,
+      effectiveLimit: organisationClaim.apiQuota,
+    },
+  ];
+
+  return (
+    <div className="space-y-4 rounded-md border p-4">
+      <div className="flex items-center justify-between gap-2">
+        <h3 className="font-medium text-sm">
+          <Trans>Usage for period: {selectedStat?.period || 'N/A'}</Trans>
+        </h3>
+
+        {monthlyStats.length > 0 && (
+          <Select value={selectedStat?.period} onValueChange={setSelectedPeriod}>
+            <SelectTrigger className="w-40">
+              <SelectValue />
+            </SelectTrigger>
+            <SelectContent>
+              {monthlyStats.map((stat) => (
+                <SelectItem key={stat.period} value={stat.period}>
+                  {stat.period}
+                </SelectItem>
+              ))}
+            </SelectContent>
+          </Select>
+        )}
+      </div>
+
+      {rows.map((row) => {
+        const percent =
+          row.effectiveLimit && row.effectiveLimit > 0
+            ? Math.min(100, Math.round((row.used / row.effectiveLimit) * 100))
+            : 0;
+
+        return (
+          <div key={row.counter} className="space-y-1">
+            <div className="flex items-center justify-between text-sm">
+              <span>{row.label}</span>
+              <span className="text-muted-foreground">
+                {row.used} /{' '}
+                {match(row.effectiveLimit)
+                  .with(null, () => <Trans>Unlimited</Trans>)
+                  .with(0, () => <Trans>Blocked</Trans>)
+                  .otherwise(String)}
+              </span>
+            </div>
+
+            {row.effectiveLimit && row.effectiveLimit > 0 ? <Progress className="h-2 w-full" value={percent} /> : null}
+
+            {selectedStat && isCurrentPeriod && (
+              <div className="flex w-full justify-end pt-1">
+                <OrganisationUsageResetButton organisationId={organisationId} counter={row.counter} />
+              </div>
+            )}
+          </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>
+  );
+};
@@ -0,0 +1,38 @@
+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 { useRevalidator } from 'react-router';
+
+type OrganisationUsageResetButtonProps = {
+  organisationId: string;
+  counter: 'document' | 'email' | 'api';
+};
+
+export const OrganisationUsageResetButton = ({ organisationId, counter }: OrganisationUsageResetButtonProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { revalidate } = useRevalidator();
+
+  const { mutateAsync: reset, isPending } = trpc.admin.organisation.stats.reset.useMutation({
+    onSuccess: async () => {
+      toast({ title: t`Counter reset.` });
+      await revalidate();
+    },
+    onError: () => {
+      toast({ title: t`Failed to reset counter.`, variant: 'destructive' });
+    },
+  });
+
+  return (
+    <Button
+      type="button"
+      variant="outline"
+      size="sm"
+      loading={isPending}
+      onClick={() => reset({ organisationId, counter })}
+    >
+      <Trans>Reset</Trans>
+    </Button>
+  );
+};
@@ -1,5 +1,6 @@
 import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
 import { SUPPORT_EMAIL } from '@documenso/lib/constants/app';
+import { isOrganisationPendingPayment } from '@documenso/lib/utils/billing';
 import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -53,9 +54,9 @@ export const OrganisationBillingBanner = () => {
    }
  };

-  const subscriptionStatus = organisation?.subscription?.status;
+  const bannerVariant = getBannerVariant(organisation);

-  if (!organisation || subscriptionStatus === undefined || subscriptionStatus === SubscriptionStatus.ACTIVE) {
+  if (!organisation || bannerVariant === null) {
    return null;
  }

@@ -63,27 +64,28 @@ export const OrganisationBillingBanner = () => {
    <>
      <div
        className={cn({
-          'bg-yellow-200 text-yellow-900 dark:bg-yellow-400': subscriptionStatus === SubscriptionStatus.PAST_DUE,
-          'bg-destructive text-destructive-foreground': subscriptionStatus === SubscriptionStatus.INACTIVE,
+          'bg-yellow-200 text-yellow-900 dark:bg-yellow-400': bannerVariant === 'PAST_DUE',
+          'bg-destructive text-destructive-foreground':
+            bannerVariant === 'INACTIVE' || bannerVariant === 'PENDING_PAYMENT',
        })}
      >
        <div className="mx-auto flex max-w-screen-xl items-center justify-center gap-x-4 px-4 py-2 font-medium text-sm">
          <div className="flex items-center">
            <AlertTriangle className="mr-2.5 h-5 w-5" />

-            {match(subscriptionStatus)
-              .with(SubscriptionStatus.PAST_DUE, () => <Trans>Payment overdue</Trans>)
-              .with(SubscriptionStatus.INACTIVE, () => <Trans>Restricted Access</Trans>)
+            {match(bannerVariant)
+              .with('PAST_DUE', () => <Trans>Payment overdue</Trans>)
+              .with('INACTIVE', () => <Trans>Restricted Access</Trans>)
+              .with('PENDING_PAYMENT', () => <Trans>Payment required</Trans>)
              .exhaustive()}
          </div>

          <Button
            variant="outline"
            className={cn({
-              'text-yellow-900 hover:bg-yellow-100 dark:hover:bg-yellow-500':
-                subscriptionStatus === SubscriptionStatus.PAST_DUE,
+              'text-yellow-900 hover:bg-yellow-100 dark:hover:bg-yellow-500': bannerVariant === 'PAST_DUE',
              'text-destructive-foreground hover:bg-destructive hover:text-white':
-                subscriptionStatus === SubscriptionStatus.INACTIVE,
+                bannerVariant === 'INACTIVE' || bannerVariant === 'PENDING_PAYMENT',
            })}
            disabled={isPending}
            onClick={() => setIsOpen(true)}
@@ -95,8 +97,8 @@ export const OrganisationBillingBanner = () => {
      </div>

      <Dialog open={isOpen} onOpenChange={(value) => !isPending && setIsOpen(value)}>
-        {match(subscriptionStatus)
-          .with(SubscriptionStatus.PAST_DUE, () => (
+        {match(bannerVariant)
+          .with('PAST_DUE', () => (
            <DialogContent>
              <DialogHeader>
                <DialogTitle>
@@ -117,7 +119,7 @@ export const OrganisationBillingBanner = () => {
              )}
            </DialogContent>
          ))
-          .with(SubscriptionStatus.INACTIVE, () => (
+          .with('INACTIVE', () => (
            <DialogContent>
              <DialogHeader>
                <DialogTitle>
@@ -153,8 +155,66 @@ export const OrganisationBillingBanner = () => {
              )}
            </DialogContent>
          ))
-          .otherwise(() => null)}
+          .with('PENDING_PAYMENT', () => (
+            <DialogContent>
+              <DialogHeader>
+                <DialogTitle>
+                  <Trans>Payment required</Trans>
+                </DialogTitle>
+
+                <DialogDescription>
+                  <Trans>This organisation is awaiting payment. Complete checkout to unlock it.</Trans>
+                </DialogDescription>
+              </DialogHeader>
+
+              <Alert variant="neutral">
+                <AlertDescription>
+                  <Trans>
+                    If there is any issue with your subscription, please contact us at{' '}
+                    <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+
+              {canExecuteOrganisationAction('MANAGE_BILLING', organisation.currentOrganisationRole) && (
+                <DialogFooter>
+                  <DialogClose asChild>
+                    <Button asChild>
+                      <Link to={`/o/${organisation.url}/settings/billing`}>
+                        <Trans>Manage Billing</Trans>
+                      </Link>
+                    </Button>
+                  </DialogClose>
+                </DialogFooter>
+              )}
+            </DialogContent>
+          ))
+          .exhaustive()}
      </Dialog>
    </>
  );
 };
+
+type BannerVariant = 'PAST_DUE' | 'INACTIVE' | 'PENDING_PAYMENT';
+
+const getBannerVariant = (organisation: ReturnType<typeof useOptionalCurrentOrganisation>): BannerVariant | null => {
+  if (!organisation) {
+    return null;
+  }
+
+  if (isOrganisationPendingPayment(organisation)) {
+    return 'PENDING_PAYMENT';
+  }
+
+  const subscriptionStatus = organisation.subscription?.status;
+
+  if (subscriptionStatus === SubscriptionStatus.PAST_DUE) {
+    return 'PAST_DUE';
+  }
+
+  if (subscriptionStatus === SubscriptionStatus.INACTIVE) {
+    return 'INACTIVE';
+  }
+
+  return null;
+};
@@ -0,0 +1,168 @@
+import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { SUPPORT_EMAIL } from '@documenso/lib/constants/app';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION, SKIP_QUERY_BATCH_META } from '@documenso/lib/constants/trpc';
+import { INTERNAL_CLAIM_ID } from '@documenso/lib/types/subscription';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Trans } from '@lingui/react/macro';
+import { AlertTriangle } from 'lucide-react';
+import { useState } from 'react';
+
+export const OrganisationQuotaBanner = () => {
+  const [isOpen, setIsOpen] = useState(false);
+
+  const organisation = useOptionalCurrentOrganisation();
+
+  const { data: quotaFlags } = trpc.organisation.getQuotaFlags.useQuery(
+    { organisationId: organisation?.id ?? '' },
+    {
+      enabled: Boolean(organisation),
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+      ...SKIP_QUERY_BATCH_META,
+      refetchInterval: 1000 * 60,
+      refetchIntervalInBackground: false,
+    },
+  );
+
+  const isAnyQuotaExceeded = Boolean(
+    quotaFlags?.isDocumentQuotaExceeded || quotaFlags?.isEmailQuotaExceeded || quotaFlags?.isApiQuotaExceeded,
+  );
+
+  const isAnyQuotaNearing = Boolean(
+    quotaFlags?.isDocumentQuotaNearing || quotaFlags?.isEmailQuotaNearing || quotaFlags?.isApiQuotaNearing,
+  );
+
+  // Every member of the organisation sees the banner when a quota is exhausted or
+  // nearing its limit. When both states apply, "exceeded" wins for the banner copy
+  // and the dialog lists both exceeded and nearing items.
+  // Note: Skipping free plan banner for now because their quota can incorrectly show as exceeded.
+  if (
+    !organisation ||
+    !quotaFlags ||
+    (!isAnyQuotaExceeded && !isAnyQuotaNearing) ||
+    organisation.organisationClaim.originalSubscriptionClaimId === INTERNAL_CLAIM_ID.FREE
+  ) {
+    return null;
+  }
+
+  return (
+    <>
+      <div
+        className={cn({
+          'bg-yellow-200 text-yellow-900 dark:bg-yellow-400': !isAnyQuotaExceeded,
+          'bg-destructive text-destructive-foreground': isAnyQuotaExceeded,
+        })}
+      >
+        <div className="mx-auto flex max-w-screen-xl items-center justify-center gap-x-4 px-4 py-2 font-medium text-sm">
+          <div className="flex items-center">
+            <AlertTriangle className="mr-2.5 h-5 w-5" />
+
+            {isAnyQuotaExceeded ? (
+              <Trans>Your organisation has exceeded a fair use limit</Trans>
+            ) : (
+              <Trans>Your organisation is approaching a fair use limit</Trans>
+            )}
+          </div>
+
+          <Button
+            variant="outline"
+            className={cn({
+              'text-yellow-900 hover:bg-yellow-100 dark:hover:bg-yellow-500': !isAnyQuotaExceeded,
+              'text-destructive-foreground hover:bg-destructive hover:text-white': isAnyQuotaExceeded,
+            })}
+            onClick={() => setIsOpen(true)}
+            size="sm"
+          >
+            <Trans>Learn more</Trans>
+          </Button>
+        </div>
+      </div>
+
+      <Dialog open={isOpen} onOpenChange={setIsOpen}>
+        <DialogContent>
+          <DialogHeader>
+            <DialogTitle>
+              {isAnyQuotaExceeded ? <Trans>Fair use limit exceeded</Trans> : <Trans>Approaching fair use limit</Trans>}
+            </DialogTitle>
+
+            <DialogDescription>
+              {isAnyQuotaExceeded ? (
+                <Trans>
+                  Your organisation has exceeded a fair use limit. Please contact{' '}
+                  <a className="text-primary" href={`mailto:${SUPPORT_EMAIL}`}>
+                    support
+                  </a>{' '}
+                  to review your plan's limits.
+                </Trans>
+              ) : (
+                <Trans>
+                  Your organisation is approaching a fair use limit. If you expect to need higher limits, please contact{' '}
+                  <a className="text-primary" href={`mailto:${SUPPORT_EMAIL}`}>
+                    support
+                  </a>{' '}
+                  to review your plan's limits.
+                </Trans>
+              )}
+            </DialogDescription>
+          </DialogHeader>
+
+          <Alert variant="neutral">
+            <AlertDescription>
+              <ul className="list-inside list-disc text-sm">
+                {quotaFlags.isDocumentQuotaExceeded && (
+                  <li className="list-disc">
+                    <Trans>Document creation has been temporarily paused</Trans>
+                  </li>
+                )}
+                {quotaFlags.isEmailQuotaExceeded && (
+                  <li className="list-disc">
+                    <Trans>Email sending has been temporarily paused</Trans>
+                  </li>
+                )}
+                {quotaFlags.isApiQuotaExceeded && (
+                  <li className="list-disc">
+                    <Trans>API requests have been temporarily paused</Trans>
+                  </li>
+                )}
+                {quotaFlags.isDocumentQuotaNearing && (
+                  <li className="list-disc">
+                    <Trans>Document usage is approaching fair use limits</Trans>
+                  </li>
+                )}
+                {quotaFlags.isEmailQuotaNearing && (
+                  <li className="list-disc">
+                    <Trans>Email usage is approaching fair use limits</Trans>
+                  </li>
+                )}
+                {quotaFlags.isApiQuotaNearing && (
+                  <li className="list-disc">
+                    <Trans>API usage is approaching fair use limits</Trans>
+                  </li>
+                )}
+              </ul>
+            </AlertDescription>
+          </Alert>
+
+          <DialogFooter>
+            <DialogClose asChild>
+              <Button variant="secondary">
+                <Trans>Close</Trans>
+              </Button>
+            </DialogClose>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    </>
+  );
+};
@@ -0,0 +1,61 @@
+import { Button } from '@documenso/ui/primitives/button';
+import { Input } from '@documenso/ui/primitives/input';
+import { Trans } from '@lingui/react/macro';
+import { PlusIcon, Trash2Icon } from 'lucide-react';
+
+type RateLimitEntryValue = { window: string; max: number };
+
+type RateLimitArrayInputProps = {
+  value: RateLimitEntryValue[];
+  onChange: (value: RateLimitEntryValue[]) => void;
+  disabled?: boolean;
+};
+
+export const RateLimitArrayInput = ({ value, onChange, disabled }: RateLimitArrayInputProps) => {
+  const entries = value ?? [];
+
+  const updateEntry = (index: number, patch: Partial<RateLimitEntryValue>) => {
+    const next = entries.map((entry, i) => (i === index ? { ...entry, ...patch } : entry));
+    onChange(next);
+  };
+
+  const removeEntry = (index: number) => {
+    onChange(entries.filter((_, i) => i !== index));
+  };
+
+  const addEntry = () => {
+    onChange([...entries, { window: '5m', max: 100 }]);
+  };
+
+  return (
+    <div className="space-y-2">
+      {entries.map((entry, index) => (
+        <div key={index} className="flex items-center gap-2">
+          <Input
+            className="w-24"
+            placeholder="5m"
+            value={entry.window}
+            disabled={disabled}
+            onChange={(e) => updateEntry(index, { window: e.target.value })}
+          />
+          <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}>
+        <PlusIcon className="mr-2 h-4 w-4" />
+        <Trans>Add rate limit</Trans>
+      </Button>
+    </div>
+  );
+};
@@ -0,0 +1,179 @@
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { ZUrlSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { trpc } from '@documenso/trpc/react';
+import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { EditIcon, MoreHorizontalIcon, SendIcon, Trash2Icon } from 'lucide-react';
+import { useMemo } from 'react';
+import { useSearchParams } from 'react-router';
+
+import { EmailTransportDeleteDialog } from '../dialogs/email-transport-delete-dialog';
+import { EmailTransportSendTestDialog } from '../dialogs/email-transport-send-test-dialog';
+import { EmailTransportUpdateDialog } from '../dialogs/email-transport-update-dialog';
+
+export const AdminEmailTransportsTable = () => {
+  const { t, i18n } = useLingui();
+
+  const [searchParams] = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const parsedSearchParams = ZUrlSearchParamsSchema.parse(Object.fromEntries(searchParams ?? []));
+
+  const { data, isLoading, isLoadingError } = trpc.admin.emailTransport.find.useQuery({
+    query: parsedSearchParams.query,
+    page: parsedSearchParams.page,
+    perPage: parsedSearchParams.perPage,
+  });
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    updateSearchParams({
+      page,
+      perPage,
+    });
+  };
+
+  const results = data ?? {
+    data: [],
+    perPage: 20,
+    currentPage: 1,
+    totalPages: 1,
+  };
+
+  const columns = useMemo(() => {
+    return [
+      {
+        header: t`Name`,
+        accessorKey: 'name',
+      },
+      {
+        header: t`Type`,
+        accessorKey: 'type',
+      },
+      {
+        header: t`From`,
+        cell: ({ row }) => `${row.original.fromName} <${row.original.fromAddress}>`,
+      },
+      {
+        header: t`Used by claims`,
+        cell: ({ row }) => row.original._count.subscriptionClaims + row.original._count.organisationClaims,
+      },
+      {
+        header: t`Created`,
+        accessorKey: 'createdAt',
+        cell: ({ row }) => i18n.date(row.original.createdAt),
+      },
+      {
+        id: 'actions',
+        cell: ({ row }) => (
+          <DropdownMenu>
+            <DropdownMenuTrigger>
+              <MoreHorizontalIcon className="h-5 w-5 text-muted-foreground" />
+            </DropdownMenuTrigger>
+
+            <DropdownMenuContent className="w-52" align="start" forceMount>
+              <DropdownMenuLabel>
+                <Trans>Actions</Trans>
+              </DropdownMenuLabel>
+
+              <EmailTransportUpdateDialog
+                transport={row.original}
+                trigger={
+                  <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                    <div>
+                      <EditIcon className="mr-2 h-4 w-4" />
+                      <Trans>Edit</Trans>
+                    </div>
+                  </DropdownMenuItem>
+                }
+              />
+
+              <EmailTransportSendTestDialog
+                transportId={row.original.id}
+                trigger={
+                  <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                    <div>
+                      <SendIcon className="mr-2 h-4 w-4" />
+                      <Trans>Send test</Trans>
+                    </div>
+                  </DropdownMenuItem>
+                }
+              />
+
+              <EmailTransportDeleteDialog
+                transportId={row.original.id}
+                transportName={row.original.name}
+                subscriptionClaimCount={row.original._count.subscriptionClaims}
+                organisationClaimCount={row.original._count.organisationClaims}
+                trigger={
+                  <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                    <div>
+                      <Trash2Icon className="mr-2 h-4 w-4" />
+                      <Trans>Delete</Trans>
+                    </div>
+                  </DropdownMenuItem>
+                }
+              />
+            </DropdownMenuContent>
+          </DropdownMenu>
+        ),
+      },
+    ] satisfies DataTableColumnDef<(typeof results)['data'][number]>[];
+  }, []);
+
+  return (
+    <div>
+      <DataTable
+        columns={columns}
+        data={results.data}
+        perPage={results.perPage}
+        currentPage={results.currentPage}
+        totalPages={results.totalPages}
+        onPaginationChange={onPaginationChange}
+        error={{
+          enable: isLoadingError,
+        }}
+        skeleton={{
+          enable: isLoading,
+          rows: 3,
+          component: (
+            <>
+              <TableCell className="py-4 pr-4">
+                <Skeleton className="h-4 w-24 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-16 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-40 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-12 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-20 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <div className="flex flex-row justify-end space-x-2">
+                  <Skeleton className="h-2 w-6 rounded" />
+                </div>
+              </TableCell>
+            </>
+          ),
+        }}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+    </div>
+  );
+};
@@ -0,0 +1,269 @@
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { ZUrlSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+import { trpc } from '@documenso/trpc/react';
+import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
+import { useLingui } from '@lingui/react/macro';
+import { ChevronDownIcon, ChevronsUpDownIcon, ChevronUpIcon } from 'lucide-react';
+import { useMemo } from 'react';
+import { Link, useSearchParams } from 'react-router';
+
+type OrderByColumn = 'documentCount' | 'emailCount' | 'apiCount' | 'emailReports' | 'totalCount';
+type OrderByDirection = 'asc' | 'desc';
+
+const parseOrderByColumn = (value: string | undefined): OrderByColumn | undefined => {
+  if (
+    value === 'documentCount' ||
+    value === 'emailCount' ||
+    value === 'apiCount' ||
+    value === 'emailReports' ||
+    value === 'totalCount'
+  ) {
+    return value;
+  }
+
+  return undefined;
+};
+
+const parseOrderByDirection = (value: string | undefined): OrderByDirection => {
+  return value === 'asc' ? 'asc' : 'desc';
+};
+
+/**
+ * Number of days to divide the period's usage by to get a per-day average.
+ *
+ * For the in-progress (current) month we divide by today's UTC day-of-month so the
+ * average reflects elapsed days only. For a fully-elapsed past month we divide by the
+ * total number of days in that month.
+ */
+const getPeriodDivisor = (period: string): number => {
+  if (period === currentMonthlyPeriod()) {
+    return new Date().getUTCDate();
+  }
+
+  const [yearStr, monthStr] = period.split('-');
+  const year = Number(yearStr);
+  const month = Number(monthStr);
+
+  if (Number.isNaN(year) || Number.isNaN(month)) {
+    return new Date().getUTCDate();
+  }
+
+  // Day 0 of the following month resolves to the last day of `month`.
+  return new Date(Date.UTC(year, month, 0)).getUTCDate();
+};
+
+export type OrganisationStatsDisplayMode = 'usage' | 'quotas' | 'averages';
+
+type AdminOrganisationStatsTableProps = {
+  displayMode?: OrganisationStatsDisplayMode;
+};
+
+export const AdminOrganisationStatsTable = ({ displayMode = 'usage' }: AdminOrganisationStatsTableProps) => {
+  const { t } = useLingui();
+
+  const [searchParams, setSearchParams] = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const parsedSearchParams = ZUrlSearchParamsSchema.parse(Object.fromEntries(searchParams ?? []));
+
+  // Default to the current month.
+  const period = searchParams?.get('period') ?? currentMonthlyPeriod();
+  const claimId = searchParams?.get('claimId') || undefined;
+  const orderByColumn = parseOrderByColumn(searchParams?.get('orderByColumn') ?? undefined);
+  const orderByDirection = parseOrderByDirection(searchParams?.get('orderByDirection') ?? undefined);
+
+  const { data, isLoading, isLoadingError } = trpc.admin.organisation.stats.find.useQuery({
+    query: parsedSearchParams.query,
+    page: parsedSearchParams.page,
+    perPage: parsedSearchParams.perPage,
+    period,
+    claimId,
+    orderByColumn,
+    orderByDirection,
+  });
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    updateSearchParams({
+      page,
+      perPage,
+    });
+  };
+
+  const handleColumnSort = (column: OrderByColumn) => {
+    const nextDirection = orderByColumn === column && orderByDirection === 'desc' ? 'asc' : 'desc';
+
+    // Use the functional updater so we merge onto the latest params. Reading the
+    // captured `searchParams` here would drop filters (e.g. claimId) that changed
+    // after this handler was memoised into the column definitions.
+    setSearchParams((previous) => {
+      const next = new URLSearchParams(previous);
+
+      next.set('orderByColumn', column);
+      next.set('orderByDirection', nextDirection);
+      next.set('page', '1');
+
+      return next;
+    });
+  };
+
+  const results = data ?? {
+    data: [],
+    perPage: 10,
+    currentPage: 1,
+    totalPages: 1,
+  };
+
+  const columns = useMemo(() => {
+    const divisor = getPeriodDivisor(period);
+
+    const formatPerDay = (used: number) => {
+      const perDay = divisor > 0 ? used / divisor : 0;
+      const rounded = Math.round(perDay * 10) / 10;
+
+      return Number.isInteger(rounded) ? String(rounded) : rounded.toFixed(1);
+    };
+
+    const renderUsageCell = (used: number, quota: number | null) => {
+      if (displayMode === 'averages') {
+        return formatPerDay(used);
+      }
+
+      if (displayMode === 'quotas') {
+        return (
+          <span>
+            {used}/{quota === null ? '∞' : quota}
+          </span>
+        );
+      }
+
+      return <span>{used}</span>;
+    };
+
+    const sortableHeader = (label: string, column: OrderByColumn) => (
+      <button
+        type="button"
+        className="flex cursor-pointer items-center whitespace-nowrap"
+        onClick={() => handleColumnSort(column)}
+      >
+        {label}
+        {orderByColumn === column ? (
+          orderByDirection === 'asc' ? (
+            <ChevronUpIcon className="ml-2 h-4 w-4" />
+          ) : (
+            <ChevronDownIcon className="ml-2 h-4 w-4" />
+          )
+        ) : (
+          <ChevronsUpDownIcon className="ml-2 h-4 w-4" />
+        )}
+      </button>
+    );
+
+    return [
+      {
+        header: t`Organisation`,
+        accessorKey: 'organisationName',
+        cell: ({ row }) => (
+          <Link to={`/admin/organisations/${row.original.organisationId}`} className="text-sm hover:underline">
+            {row.original.organisationName}
+          </Link>
+        ),
+      },
+      {
+        header: t`Claim`,
+        accessorKey: 'originalClaimId',
+        cell: ({ row }) => <span className="text-muted-foreground text-sm">{row.original.originalClaimId ?? '—'}</span>,
+      },
+      {
+        header: t`Period`,
+        accessorKey: 'period',
+        cell: ({ row }) => <span className="text-sm">{row.original.period}</span>,
+      },
+      {
+        header: () => sortableHeader(t`Documents`, 'documentCount'),
+        accessorKey: 'documentCount',
+        cell: ({ row }) => renderUsageCell(row.original.documentCount, row.original.documentQuota),
+      },
+      {
+        header: () => sortableHeader(t`Emails`, 'emailCount'),
+        accessorKey: 'emailCount',
+        cell: ({ row }) => renderUsageCell(row.original.emailCount, row.original.emailQuota),
+      },
+      {
+        header: () => sortableHeader(t`API`, 'apiCount'),
+        accessorKey: 'apiCount',
+        cell: ({ row }) => renderUsageCell(row.original.apiCount, row.original.apiQuota),
+      },
+      {
+        header: () => sortableHeader(t`Reports`, 'emailReports'),
+        accessorKey: 'emailReports',
+        cell: ({ row }) => row.original.emailReports,
+      },
+      {
+        header: () => sortableHeader(t`Total`, 'totalCount'),
+        accessorKey: 'totalCount',
+        cell: ({ row }) => <span className="font-medium">{row.original.totalCount}</span>,
+      },
+    ] satisfies DataTableColumnDef<(typeof results)['data'][number]>[];
+    // `searchParams` must be a dependency: `handleColumnSort` closes over `setSearchParams`,
+    // whose functional updater is bound to the `searchParams` captured at creation time.
+    // Without this, changing a filter (e.g. claimId) wouldn't refresh the memoised handler,
+    // and sorting would merge onto stale params and drop the active filter.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [t, orderByColumn, orderByDirection, period, displayMode, searchParams]);
+
+  return (
+    <div>
+      <DataTable
+        columns={columns}
+        data={results.data}
+        rowClassName="text-sm"
+        perPage={results.perPage}
+        currentPage={results.currentPage}
+        totalPages={results.totalPages}
+        onPaginationChange={onPaginationChange}
+        error={{
+          enable: isLoadingError,
+        }}
+        skeleton={{
+          enable: isLoading,
+          rows: 5,
+          component: (
+            <>
+              <TableCell className="py-4 pr-4">
+                <Skeleton className="h-4 w-32 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-24 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-16 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-10 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-10 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-10 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-10 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-10 rounded-full" />
+              </TableCell>
+            </>
+          ),
+        }}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+    </div>
+  );
+};
@@ -66,7 +66,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
    ))
    .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
      <Button className="w-32" asChild>
-        <Link to={`/sign/${recipient?.token}`}>
+        <a href={`/sign/${recipient?.token}`}>
          {match(role)
            .with(RecipientRole.SIGNER, () => (
              <>
@@ -86,7 +86,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
                <Trans>View</Trans>
              </>
            ))}
-        </Link>
+        </a>
      </Button>
    ))
    .with({ isPending: true, isSigned: true }, () => (
@@ -3,7 +3,7 @@ import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/documen
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { getEnvelopeItemPermissions } from '@documenso/lib/utils/envelope';
 import { findRecipientByEmail } from '@documenso/lib/utils/recipients';
-import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { formatDocumentsPath, isMemberManagerOrAbove } from '@documenso/lib/utils/teams';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
@@ -30,11 +30,13 @@ import {
  Pencil,
  Share,
  Trash2,
+  XCircle,
 } from 'lucide-react';
 import { useState } from 'react';
 import { Link } from 'react-router';

 import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
+import { EnvelopeCancelDialog } from '~/components/dialogs/envelope-cancel-dialog';
 import { EnvelopeDeleteDialog } from '~/components/dialogs/envelope-delete-dialog';
 import { EnvelopeDuplicateDialog } from '~/components/dialogs/envelope-duplicate-dialog';
 import { EnvelopeSaveAsTemplateDialog } from '~/components/dialogs/envelope-save-as-template-dialog';
@@ -74,6 +76,12 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
  const isCurrentTeamDocument = team && row.team?.url === team.url;
  const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);

+  // Cancelling a document is restricted server-side to the document owner or a
+  // privileged team member (ADMIN/MANAGER). Mirror that here so plain MEMBERs
+  // don't see a Cancel action that would fail on the server.
+  const isPrivilegedTeamMember = isMemberManagerOrAbove(team.currentTeamRole);
+  const canCancelDocument = isOwner || isPrivilegedTeamMember;
+
  const { canTitleBeChanged } = getEnvelopeItemPermissions(
    {
      completedAt: row.completedAt,
@@ -105,7 +113,7 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
          recipient?.role !== RecipientRole.CC &&
          recipient?.role !== RecipientRole.ASSISTANT && (
            <DropdownMenuItem disabled={!recipient || isComplete} asChild>
-              <Link to={`/sign/${recipient?.token}`}>
+              <a href={`/sign/${recipient?.token}`}>
                {recipient?.role === RecipientRole.VIEWER && (
                  <>
                    <EyeIcon className="mr-2 h-4 w-4" />
@@ -126,7 +134,7 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
                    <Trans>Approve</Trans>
                  </>
                )}
-              </Link>
+              </a>
            </DropdownMenuItem>
          )}

@@ -184,11 +192,23 @@ export const DocumentsTableActionDropdown = ({ row, onMoveDocument }: DocumentsT
          </DropdownMenuItem>
        )}

-        {/* No point displaying this if there's no functionality. */}
-        {/* <DropdownMenuItem disabled>
-          <XCircle className="mr-2 h-4 w-4" />
-          Void
-        </DropdownMenuItem> */}
+        {canCancelDocument && isPending && (
+          <EnvelopeCancelDialog
+            id={row.envelopeId}
+            title={row.title}
+            onCancel={async () => {
+              await trpcUtils.document.findDocumentsInternal.invalidate();
+            }}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <XCircle className="mr-2 h-4 w-4" />
+                  <Trans>Cancel</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        )}

        <EnvelopeDeleteDialog
          id={row.envelopeId}
@@ -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 } from 'lucide-react';
+import { Bird, CheckCircle2, XCircle } from 'lucide-react';
 import { match } from 'ts-pattern';

 export type DocumentsTableEmptyStateProps = { status: ExtendedDocumentStatus };
@@ -24,6 +24,11 @@ export const DocumentsTableEmptyState = ({ status }: DocumentsTableEmptyStatePro
      message: msg`There are no active drafts at the current moment. You can upload a document to start drafting.`,
      icon: CheckCircle2,
    }))
+    .with(ExtendedDocumentStatus.CANCELLED, () => ({
+      title: msg`Nothing cancelled`,
+      message: msg`There are no cancelled documents. Documents you cancel will remain here as a record that they were distributed.`,
+      icon: XCircle,
+    }))
    .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.`,
@@ -1,11 +1,12 @@
 import { Button } from '@documenso/ui/primitives/button';
 import { Trans, useLingui } from '@lingui/react/macro';
-import { FolderInputIcon, Trash2Icon, XIcon } from 'lucide-react';
+import { FolderInputIcon, Trash2Icon, XCircleIcon, XIcon } from 'lucide-react';

 export type EnvelopesTableBulkActionBarProps = {
  selectedCount: number;
  onMoveClick: () => void;
  onDeleteClick: () => void;
+  onCancelClick?: () => void;
  onClearSelection: () => void;
 };

@@ -13,6 +14,7 @@ export const EnvelopesTableBulkActionBar = ({
  selectedCount,
  onMoveClick,
  onDeleteClick,
+  onCancelClick,
  onClearSelection,
 }: EnvelopesTableBulkActionBarProps) => {
  const { t } = useLingui();
@@ -34,6 +36,13 @@ export const EnvelopesTableBulkActionBar = ({
        <Trans>Move to Folder</Trans>
      </Button>

+      {onCancelClick && (
+        <Button type="button" variant="outline" size="sm" onClick={onCancelClick}>
+          <XCircleIcon className="mr-2 h-4 w-4" />
+          <Trans>Cancel</Trans>
+        </Button>
+      )}
+
      <Button type="button" variant="destructive" size="sm" onClick={onDeleteClick}>
        <Trash2Icon className="mr-2 h-4 w-4" />
        <Trans>Delete</Trans>
@@ -17,7 +17,7 @@ import { DocumentStatus as DocumentStatusEnum, RecipientRole, SigningStatus } fr
 import { CheckCircleIcon, DownloadIcon, EyeIcon, Loader, PencilIcon } from 'lucide-react';
 import { DateTime } from 'luxon';
 import { useMemo, useTransition } from 'react';
-import { Link, useSearchParams } from 'react-router';
+import { useSearchParams } from 'react-router';
 import { match } from 'ts-pattern';

 import { DocumentStatus } from '~/components/general/document/document-status';
@@ -200,7 +200,7 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
  })
    .with({ isPending: true, isSigned: false }, () => (
      <Button className="w-32" asChild>
-        <Link to={`/sign/${recipient?.token}`}>
+        <a href={`/sign/${recipient?.token}`}>
          {match(role)
            .with(RecipientRole.SIGNER, () => (
              <>
@@ -220,7 +220,7 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
                <Trans>View</Trans>
              </>
            ))}
-        </Link>
+        </a>
      </Button>
    ))
    .with({ isPending: true, isSigned: true }, () => (
@@ -207,7 +207,7 @@ export const OrganisationInsightsTable = ({
          <SummaryCard
            icon={TrendingUp}
            title={_(msg`Documents Completed`)}
-            value={insights.summary.volumeThisPeriod}
+            value={`${insights.summary.volumeThisPeriod}/${insights.summary.documentsThisPeriod}`}
          />
        </div>
      )}
@@ -269,7 +269,7 @@ const SummaryCard = ({
 }: {
  icon: React.ComponentType<{ className?: string }>;
  title: string;
-  value: number;
+  value: number | string;
  subtitle?: string;
 }) => (
  <div className="flex items-start gap-x-2 rounded-lg border bg-card px-4 py-3">
@@ -1,6 +1,7 @@
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
+import { isOrganisationPendingPayment } from '@documenso/lib/utils/billing';
 import { canExecuteOrganisationAction } from '@documenso/lib/utils/organisations';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -21,8 +22,8 @@ export const UserBillingOrganisationsTable = () => {
    return organisations.filter((org) => canExecuteOrganisationAction('MANAGE_BILLING', org.currentOrganisationRole));
  }, [organisations]);

-  const getSubscriptionStatusDisplay = (status: SubscriptionStatus | undefined) => {
-    return match(status)
+  const getSubscriptionStatusDisplay = (organisation: (typeof billingOrganisations)[number]) => {
+    return match(organisation.subscription?.status)
      .with(SubscriptionStatus.ACTIVE, () => ({
        label: t({ message: `Active`, context: `Subscription status` }),
        variant: 'default' as const,
@@ -35,10 +36,19 @@ export const UserBillingOrganisationsTable = () => {
        label: t({ message: `Inactive`, context: `Subscription status` }),
        variant: 'neutral' as const,
      }))
-      .otherwise(() => ({
-        label: t({ message: `Free`, context: `Subscription status` }),
-        variant: 'neutral' as const,
-      }));
+      .otherwise(() => {
+        if (isOrganisationPendingPayment(organisation)) {
+          return {
+            label: t({ message: `Free (Pending)`, context: `Subscription status` }),
+            variant: 'warning' as const,
+          };
+        }
+
+        return {
+          label: t({ message: `Free`, context: `Subscription status` }),
+          variant: 'neutral' as const,
+        };
+      });
  };

  const columns = useMemo(() => {
@@ -62,9 +72,7 @@ export const UserBillingOrganisationsTable = () => {
        header: t`Subscription Status`,
        accessorKey: 'subscription',
        cell: ({ row }) => {
-          const subscription = row.original.subscription;
-          const status = subscription?.status;
-          const { label, variant } = getSubscriptionStatusDisplay(status);
+          const { label, variant } = getSubscriptionStatusDisplay(row.original);

          return <Badge variant={variant}>{label}</Badge>;
        },
@@ -13,6 +13,7 @@ import { AppBanner } from '~/components/general/app-banner';
 import { Header } from '~/components/general/app-header';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { OrganisationBillingBanner } from '~/components/general/organisations/organisation-billing-banner';
+import { OrganisationQuotaBanner } from '~/components/general/organisations/organisation-quota-banner';
 import { VerifyEmailBanner } from '~/components/general/verify-email-banner';
 import { TeamProvider } from '~/providers/team';

@@ -109,6 +110,8 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
      <TeamProvider team={currentTeam || null}>
        <OrganisationBillingBanner />

+        <OrganisationQuotaBanner />
+
        {!user.emailVerified && <VerifyEmailBanner email={user.email} />}

        {banner && !hideHeader && <AppBanner banner={banner} />}
@@ -10,6 +10,7 @@ import {
  BarChart3,
  Building2Icon,
  FileStack,
+  LineChartIcon,
  MailIcon,
  Settings,
  Trophy,
@@ -128,6 +129,17 @@ export default function AdminLayout({ loaderData }: Route.ComponentProps) {
            </Link>
          </Button>

+          <Button
+            variant="ghost"
+            className={cn('justify-start md:w-full', pathname?.startsWith('/admin/email-transports') && 'bg-secondary')}
+            asChild
+          >
+            <Link to="/admin/email-transports">
+              <MailIcon className="mr-2 h-5 w-5" />
+              <Trans>Email Transports</Trans>
+            </Link>
+          </Button>
+
          <Button
            variant="ghost"
            className={cn('justify-start md:w-full', pathname?.startsWith('/admin/email-domains') && 'bg-secondary')}
@@ -153,6 +165,20 @@ export default function AdminLayout({ loaderData }: Route.ComponentProps) {
            </Link>
          </Button>

+          <Button
+            variant="ghost"
+            className={cn(
+              'justify-start md:w-full',
+              pathname?.startsWith('/admin/organisation-stats') && 'bg-secondary',
+            )}
+            asChild
+          >
+            <Link to="/admin/organisation-stats">
+              <LineChartIcon className="mr-2 h-5 w-5" />
+              <Trans>Organisation Stats</Trans>
+            </Link>
+          </Button>
+
          <Button
            variant="ghost"
            className={cn('justify-start md:w-full', pathname?.startsWith('/admin/site-settings') && 'bg-secondary')}
@@ -131,7 +131,7 @@ export default function AdminDocumentsPage() {
        <div>
          <Input
            type="search"
-            placeholder={_(msg`Search by document title`)}
+            placeholder={_(msg`Search by document title, team:123 or user:123`)}
            value={term}
            onChange={(e) => setTerm(e.target.value)}
          />
@@ -0,0 +1,59 @@
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
+import { Input } from '@documenso/ui/primitives/input';
+import { useLingui } from '@lingui/react/macro';
+import { useEffect, useState } from 'react';
+import { useLocation, useSearchParams } from 'react-router';
+
+import { EmailTransportCreateDialog } from '~/components/dialogs/email-transport-create-dialog';
+import { SettingsHeader } from '~/components/general/settings-header';
+import { AdminEmailTransportsTable } from '~/components/tables/admin-email-transports-table';
+
+export default function AdminEmailTransportsPage() {
+  const { t } = useLingui();
+
+  const [searchParams, setSearchParams] = useSearchParams();
+  const { pathname } = useLocation();
+
+  const [searchQuery, setSearchQuery] = useState(() => searchParams?.get('query') ?? '');
+
+  const debouncedSearchQuery = useDebouncedValue(searchQuery, 500);
+
+  /**
+   * Handle debouncing the search query.
+   */
+  useEffect(() => {
+    const params = new URLSearchParams(searchParams?.toString());
+
+    params.set('query', debouncedSearchQuery);
+
+    if (debouncedSearchQuery === '') {
+      params.delete('query');
+    }
+
+    // If nothing to change then do nothing.
+    if (params.toString() === searchParams?.toString()) {
+      return;
+    }
+
+    setSearchParams(params);
+  }, [debouncedSearchQuery, pathname, searchParams]);
+
+  return (
+    <div>
+      <SettingsHeader title={t`Email Transports`} subtitle={t`Manage all email transports`} hideDivider>
+        <EmailTransportCreateDialog />
+      </SettingsHeader>
+
+      <div className="mt-4">
+        <Input
+          defaultValue={searchQuery}
+          onChange={(e) => setSearchQuery(e.target.value)}
+          placeholder={t`Search by name or from address`}
+          className="mb-4"
+        />
+
+        <AdminEmailTransportsTable />
+      </div>
+    </div>
+  );
+}
@@ -0,0 +1,208 @@
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
+import { currentMonthlyPeriod } from '@documenso/lib/universal/monthly-period';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Input } from '@documenso/ui/primitives/input';
+import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from '@documenso/ui/primitives/select';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useEffect, useMemo, useState } from 'react';
+import { useLocation, useSearchParams } from 'react-router';
+
+import { SettingsHeader } from '~/components/general/settings-header';
+import {
+  AdminOrganisationStatsTable,
+  type OrganisationStatsDisplayMode,
+} from '~/components/tables/admin-organisation-stats-table';
+
+const ALL_CLAIMS_VALUE = 'all';
+
+/**
+ * The earliest UTC calendar month for which stats exist (the month the feature launched).
+ * Months before this never have data, so there's no point offering them in the filter.
+ */
+const EARLIEST_PERIOD = { year: 2026, month: 5 };
+
+/**
+ * Generate every UTC calendar month from `EARLIEST_PERIOD` up to the current month as
+ * `YYYY-MM` strings, newest first.
+ */
+const generatePeriodOptions = (): string[] => {
+  const periods: string[] = [];
+  const now = new Date();
+
+  let year = now.getUTCFullYear();
+  let month = now.getUTCMonth() + 1;
+
+  while (year > EARLIEST_PERIOD.year || (year === EARLIEST_PERIOD.year && month >= EARLIEST_PERIOD.month)) {
+    periods.push(`${year}-${String(month).padStart(2, '0')}`);
+
+    month -= 1;
+
+    if (month === 0) {
+      month = 12;
+      year -= 1;
+    }
+  }
+
+  return periods;
+};
+
+export default function OrganisationStats() {
+  const { t } = useLingui();
+
+  const [searchParams, setSearchParams] = useSearchParams();
+  const { pathname } = useLocation();
+
+  const [searchQuery, setSearchQuery] = useState(() => searchParams?.get('query') ?? '');
+
+  const [displayMode, setDisplayMode] = useState<OrganisationStatsDisplayMode>('usage');
+
+  const debouncedSearchQuery = useDebouncedValue(searchQuery, 500);
+
+  const periodOptions = useMemo(() => generatePeriodOptions(), []);
+
+  const selectedPeriod = searchParams?.get('period') ?? currentMonthlyPeriod();
+  const selectedClaim = searchParams?.get('claimId') ?? ALL_CLAIMS_VALUE;
+
+  const { data: claimsData, isLoading: isLoadingClaims } = trpc.admin.claims.find.useQuery({
+    perPage: 100,
+  });
+
+  const claimOptions = claimsData?.data ?? [];
+
+  /**
+   * Handle debouncing the search query.
+   */
+  useEffect(() => {
+    const params = new URLSearchParams(searchParams?.toString());
+
+    params.set('query', debouncedSearchQuery);
+
+    if (debouncedSearchQuery === '') {
+      params.delete('query');
+    }
+
+    if ((searchParams?.get('query') || '') !== debouncedSearchQuery) {
+      params.delete('page');
+    }
+
+    // If nothing to change then do nothing.
+    if (params.toString() === searchParams?.toString()) {
+      return;
+    }
+
+    setSearchParams(params);
+  }, [debouncedSearchQuery, pathname, searchParams]);
+
+  const onPeriodChange = (value: string) => {
+    const params = new URLSearchParams(searchParams?.toString());
+
+    params.set('period', value);
+    params.delete('page');
+
+    setSearchParams(params);
+  };
+
+  const onClaimChange = (value: string) => {
+    const params = new URLSearchParams(searchParams?.toString());
+
+    if (value === ALL_CLAIMS_VALUE) {
+      params.delete('claimId');
+    } else {
+      params.set('claimId', value);
+    }
+
+    params.delete('page');
+
+    setSearchParams(params);
+  };
+
+  return (
+    <div>
+      <SettingsHeader
+        hideDivider
+        title={t`Organisation Stats`}
+        subtitle={t`View, sort and filter monthly usage stats across organisations`}
+      />
+
+      <div className="mt-4 flex flex-col gap-4 sm:flex-row">
+        <Input
+          defaultValue={searchQuery}
+          onChange={(e) => setSearchQuery(e.target.value)}
+          placeholder={t`Search by organisation name, URL or ID`}
+          className="flex-1"
+        />
+
+        <Select value={selectedClaim} onValueChange={onClaimChange}>
+          <SelectTrigger className="w-full sm:w-48" loading={isLoadingClaims}>
+            <SelectValue placeholder={t`All claims`} />
+          </SelectTrigger>
+          <SelectContent>
+            <SelectItem value={ALL_CLAIMS_VALUE}>{t`All claims`}</SelectItem>
+            {claimOptions.map((claim) => (
+              <SelectItem key={claim.id} value={claim.id}>
+                {claim.name}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+
+        <Select value={selectedPeriod} onValueChange={onPeriodChange}>
+          <SelectTrigger className="w-full sm:w-48">
+            <SelectValue placeholder={t`Period`} />
+          </SelectTrigger>
+          <SelectContent>
+            {periodOptions.map((period) => (
+              <SelectItem key={period} value={period}>
+                {period}
+              </SelectItem>
+            ))}
+          </SelectContent>
+        </Select>
+      </div>
+
+      <div className="mt-4">
+        <AdminOrganisationStatsTable displayMode={displayMode} />
+      </div>
+
+      <RadioGroup
+        value={displayMode}
+        onValueChange={(value) =>
+          setDisplayMode(value === 'quotas' ? 'quotas' : value === 'averages' ? 'averages' : 'usage')
+        }
+        className="mt-4 flex flex-col gap-3 rounded-lg border border-border p-4"
+      >
+        <div className="flex items-center gap-2">
+          <RadioGroupItem id="display-usage" value="usage" />
+          <label htmlFor="display-usage" className="text-muted-foreground text-sm">
+            <Trans>Show usage</Trans>
+          </label>
+        </div>
+
+        <div className="flex items-center gap-2">
+          <RadioGroupItem id="display-quotas" value="quotas" />
+          <label htmlFor="display-quotas" className="text-muted-foreground text-sm">
+            <Trans>Show usage with quotas</Trans>
+          </label>
+        </div>
+
+        <div className="flex items-center gap-2">
+          <RadioGroupItem id="display-averages" value="averages" />
+          <label htmlFor="display-averages" className="text-muted-foreground text-sm">
+            <Trans>Show daily averages for documents, emails and API usages</Trans>
+          </label>
+        </div>
+      </RadioGroup>
+
+      <Alert variant="neutral" className="mt-4">
+        <AlertDescription>
+          <Trans>
+            Documents, emails and api values may not be accurate since they record the amount of times the action was
+            attempted. Meaning these values may go over the actual quota, get rejected, and will still be recorded.
+          </Trans>
+        </AlertDescription>
+      </Alert>
+    </div>
+  );
+}
@@ -24,6 +24,7 @@ import {
  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 { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { zodResolver } from '@hookform/resolvers/zod';
@@ -40,9 +41,12 @@ import type { z } from 'zod';
 import { AdminOrganisationDeleteDialog } from '~/components/dialogs/admin-organisation-delete-dialog';
 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';
+import { OrganisationUsagePanel } from '~/components/general/organisation-usage-panel';
 import { SettingsHeader } from '~/components/general/settings-header';

 import type { Route } from './+types/organisations.$id';
@@ -293,6 +297,14 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
            </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">
@@ -367,7 +379,16 @@ export default function OrganisationGroupSettingsPage({ params, loaderData }: Ro
        )}

        {organisation.subscription && (
-          <div>
+          <div className="flex flex-col gap-2 sm:flex-row">
+            <AdminOrganisationSyncSubscriptionDialog
+              organisationId={organisationId}
+              trigger={
+                <Button variant="outline">
+                  <Trans>Sync Stripe subscription</Trans>
+                </Button>
+              }
+            />
+
            <Button variant="outline" asChild>
              <Link
                target="_blank"
@@ -552,6 +573,10 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin

  const { mutateAsync: updateOrganisation } = trpc.admin.organisation.update.useMutation();

+  const { data: transportsData } = trpc.admin.emailTransport.find.useQuery({ perPage: 100 });
+  const transports = transportsData?.data ?? [];
+  const NONE_VALUE = '__none__';
+
  const hasRestrictedEnterpriseFeatures = Object.values(SUBSCRIPTION_CLAIM_FEATURE_FLAGS).some(
    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
    (flag) => flag.isEnterprise && !licenseFlags?.[flag.key as keyof TLicenseClaim],
@@ -565,7 +590,24 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
        teamCount: organisation.organisationClaim.teamCount,
        memberCount: organisation.organisationClaim.memberCount,
        envelopeItemCount: organisation.organisationClaim.envelopeItemCount,
+        recipientCount: organisation.organisationClaim.recipientCount,
        flags: organisation.organisationClaim.flags,
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        documentRateLimits: organisation.organisationClaim.documentRateLimits as NonNullable<
+          TUpdateOrganisationBillingFormSchema['claims']
+        >['documentRateLimits'],
+        documentQuota: organisation.organisationClaim.documentQuota,
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        emailRateLimits: organisation.organisationClaim.emailRateLimits as NonNullable<
+          TUpdateOrganisationBillingFormSchema['claims']
+        >['emailRateLimits'],
+        emailQuota: organisation.organisationClaim.emailQuota,
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        apiRateLimits: organisation.organisationClaim.apiRateLimits as NonNullable<
+          TUpdateOrganisationBillingFormSchema['claims']
+        >['apiRateLimits'],
+        apiQuota: organisation.organisationClaim.apiQuota,
+        emailTransportId: organisation.organisationClaim.emailTransportId ?? null,
      },
      originalSubscriptionClaimId: organisation.organisationClaim.originalSubscriptionClaimId || '',
    },
@@ -745,6 +787,30 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
          )}
        />

+        <FormField
+          control={form.control}
+          name="claims.recipientCount"
+          render={({ field }) => (
+            <FormItem>
+              <FormLabel>
+                <Trans>Recipient Count</Trans>
+              </FormLabel>
+              <FormControl>
+                <Input
+                  type="number"
+                  min={0}
+                  {...field}
+                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                />
+              </FormControl>
+              <FormDescription>
+                <Trans>Maximum number of recipients per document allowed. 0 = Unlimited</Trans>
+              </FormDescription>
+              <FormMessage />
+            </FormItem>
+          )}
+        />
+
        <div>
          <FormLabel>
            <Trans>Feature Flags</Trans>
@@ -803,6 +869,42 @@ const OrganisationAdminForm = ({ organisation, licenseFlags }: OrganisationAdmin
          )}
        </div>

+        <ClaimLimitFields control={form.control} prefix="claims." />
+
+        <FormField
+          control={form.control}
+          name="claims.emailTransportId"
+          render={({ field }) => (
+            <FormItem>
+              <FormLabel>
+                <Trans>Email transport</Trans>
+              </FormLabel>
+              <Select
+                value={field.value ?? NONE_VALUE}
+                onValueChange={(value) => field.onChange(value === NONE_VALUE ? null : value)}
+              >
+                <FormControl>
+                  <SelectTrigger>
+                    <SelectValue placeholder={t`Default (system mailer)`} />
+                  </SelectTrigger>
+                </FormControl>
+                <SelectContent>
+                  <SelectItem value={NONE_VALUE}>{t`Default (system mailer)`}</SelectItem>
+                  {transports.map((transport) => (
+                    <SelectItem key={transport.id} value={transport.id}>
+                      {transport.name}
+                    </SelectItem>
+                  ))}
+                </SelectContent>
+              </Select>
+              <FormDescription>
+                <Trans>Organisations without a transport use the system default mailer.</Trans>
+              </FormDescription>
+              <FormMessage />
+            </FormItem>
+          )}
+        />
+
        <div className="flex justify-end">
          <Button type="submit" loading={form.formState.isSubmitting}>
            <Trans>Update</Trans>
@@ -6,6 +6,8 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { SubscriptionStatus } from '@prisma/client';
 import { Loader } from 'lucide-react';
+import { useEffect, useRef } from 'react';
+import { useSearchParams } from 'react-router';
 import type Stripe from 'stripe';
 import { match, P } from 'ts-pattern';

@@ -23,12 +25,51 @@ export default function TeamsSettingBillingPage() {

  const organisation = useCurrentOrganisation();

+  const [searchParams, setSearchParams] = useSearchParams();
+  const utils = trpc.useUtils();
+
  const { data: subscriptionQuery, isLoading: isLoadingSubscription } =
    trpc.enterprise.billing.subscription.get.useQuery({
      organisationId: organisation.id,
    });

-  if (isLoadingSubscription || !subscriptionQuery) {
+  const { mutateAsync: syncSubscription, isPending: isSyncingSubscription } =
+    trpc.enterprise.billing.subscription.sync.useMutation();
+
+  const hasTriggeredCheckoutSyncRef = useRef(false);
+
+  const isCheckoutSuccess = searchParams.get('success') === 'true';
+
+  /**
+   * Eagerly sync the subscription from Stripe when returning from a successful
+   * checkout, since the webhook may not have arrived yet.
+   */
+  useEffect(() => {
+    if (!isCheckoutSuccess || hasTriggeredCheckoutSyncRef.current) {
+      return;
+    }
+
+    hasTriggeredCheckoutSyncRef.current = true;
+
+    void syncSubscription({ organisationId: organisation.id })
+      .catch(() => {
+        // Non-fatal, webhooks will converge the subscription state shortly.
+      })
+      .finally(() => {
+        void utils.enterprise.billing.invalidate();
+
+        setSearchParams(
+          (params) => {
+            params.delete('success');
+
+            return params;
+          },
+          { replace: true },
+        );
+      });
+  }, [isCheckoutSuccess, organisation.id]);
+
+  if (isLoadingSubscription || !subscriptionQuery || isSyncingSubscription) {
    return (
      <div className="flex items-center justify-center rounded-lg py-32">
        <Loader className="h-6 w-6 animate-spin text-muted-foreground" />
@@ -1,6 +1,7 @@
 import { DEFAULT_MINIMUM_ENVELOPE_ITEM_COUNT, PAID_PLAN_LIMITS } from '@documenso/ee/server-only/limits/constants';
 import { LimitsProvider } from '@documenso/ee/server-only/limits/provider/client';
 import { useOptionalCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { isOrganisationPendingPayment } from '@documenso/lib/utils/billing';
 import { TrpcProvider } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { msg } from '@lingui/core/macro';
@@ -21,7 +22,11 @@ export default function Layout() {
      return undefined;
    }

-    if (organisation?.subscription && organisation.subscription.status === SubscriptionStatus.INACTIVE) {
+    const isRestricted =
+      (organisation.subscription && organisation.subscription.status === SubscriptionStatus.INACTIVE) ||
+      isOrganisationPendingPayment(organisation);
+
+    if (isRestricted) {
      return {
        quota: {
          documents: 0,
@@ -42,7 +47,7 @@ export default function Layout() {
      remaining: PAID_PLAN_LIMITS,
      maximumEnvelopeItemCount: DEFAULT_MINIMUM_ENVELOPE_ITEM_COUNT,
    };
-  }, [organisation?.subscription]);
+  }, [organisation]);

  if (!team) {
    return (
@@ -1,174 +0,0 @@
-import { getSession } from '@documenso/auth/server/lib/utils/get-session';
-import { IS_TEAM_ANALYTICS_ENABLED } from '@documenso/lib/constants/app';
-import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
-import { formatAvatarUrl } from '@documenso/lib/utils/avatars';
-import { parseToIntegerArray } from '@documenso/lib/utils/params';
-import { canExecuteTeamAction, formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import { ZAnalyticsPeriodSchema } from '@documenso/trpc/server/team-router/get-team-analytics.types';
-import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
-import { Button } from '@documenso/ui/primitives/button';
-import { SpinnerBox } from '@documenso/ui/primitives/spinner';
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { useMemo } from 'react';
-import { Link, redirect, useSearchParams } from 'react-router';
-import { z } from 'zod';
-
-import { AnalyticsPeriodSelector } from '~/components/general/analytics-period-selector';
-import { CardMetric } from '~/components/general/metric-card';
-import { DocumentsTableSenderFilter } from '~/components/tables/documents-table-sender-filter';
-import { useCurrentTeam } from '~/providers/team';
-import { appMetaTags } from '~/utils/meta';
-
-import type { Route } from './+types/analytics._index';
-
-export function meta() {
-  return appMetaTags(msg`Analytics`);
-}
-
-export async function loader({ request, params }: Route.LoaderArgs) {
-  // Behind a rollout flag: silently send everyone back to documents when off.
-  if (!IS_TEAM_ANALYTICS_ENABLED()) {
-    throw redirect(formatDocumentsPath(params.teamUrl));
-  }
-
-  const session = await getSession(request);
-
-  const team = await getTeamByUrl({
-    userId: session.user.id,
-    teamUrl: params.teamUrl,
-  });
-
-  // Admins and managers only. Members are silently redirected (no existence leak).
-  if (!team || !canExecuteTeamAction('MANAGE_TEAM', team.currentTeamRole)) {
-    throw redirect(formatDocumentsPath(params.teamUrl));
-  }
-}
-
-const ZSearchParamsSchema = z.object({
-  period: ZAnalyticsPeriodSchema.optional().catch(undefined),
-  senderIds: z.string().transform(parseToIntegerArray).optional().catch([]),
-});
-
-export default function TeamAnalyticsPage() {
-  const { _ } = useLingui();
-
-  const team = useCurrentTeam();
-
-  const [searchParams] = useSearchParams();
-
-  const { period, senderIds } = useMemo(
-    () => ZSearchParamsSchema.parse(Object.fromEntries(searchParams.entries())),
-    [searchParams],
-  );
-
-  const timezone = useMemo(() => {
-    try {
-      return Intl.DateTimeFormat().resolvedOptions().timeZone;
-    } catch {
-      return undefined;
-    }
-  }, []);
-
-  const { data, isLoading } = trpc.team.getAnalytics.useQuery({
-    teamId: team.id,
-    period,
-    timezone,
-    senderIds,
-  });
-
-  const analytics = data ?? {
-    sent: 0,
-    draft: 0,
-    pending: 0,
-    completed: 0,
-    declined: 0,
-  };
-
-  const hasActivity =
-    analytics.sent > 0 ||
-    analytics.draft > 0 ||
-    analytics.pending > 0 ||
-    analytics.completed > 0 ||
-    analytics.declined > 0;
-
-  return (
-    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
-      <div className="mt-8 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
-        <div className="flex flex-row items-center">
-          <Avatar className="mr-3 h-12 w-12 border-2 border-white border-solid dark:border-border">
-            {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
-            <AvatarFallback className="text-muted-foreground text-xs">{team.name.slice(0, 1)}</AvatarFallback>
-          </Avatar>
-
-          <h2 className="font-semibold text-4xl">
-            <Trans>Analytics</Trans>
-          </h2>
-        </div>
-
-        <div className="-m-1 flex flex-wrap items-center gap-x-4 gap-y-6 overflow-hidden p-1">
-          <DocumentsTableSenderFilter teamId={team.id} />
-
-          <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
-            <AnalyticsPeriodSelector />
-          </div>
-        </div>
-      </div>
-
-      <div className="mt-8">
-        {isLoading ? (
-          <SpinnerBox className="py-32" />
-        ) : hasActivity ? (
-          <div data-testid="team-analytics-content">
-            <div className="grid grid-cols-1 gap-4 sm:grid-cols-2">
-              <div data-testid="metric-sent" className="contents">
-                <CardMetric title={_(msg`Documents Sent`)} value={analytics.sent} />
-              </div>
-              <div data-testid="metric-completed-headline" className="contents">
-                <CardMetric title={_(msg`Completed`)} value={analytics.completed} />
-              </div>
-            </div>
-
-            <div className="mt-4 grid grid-cols-2 gap-4 lg:grid-cols-4">
-              <CardMetric title={_(msg`Draft`)} value={analytics.draft} />
-              <CardMetric title={_(msg`Pending`)} value={analytics.pending} />
-              <CardMetric title={_(msg`Completed`)} value={analytics.completed} />
-              <CardMetric title={_(msg`Declined`)} value={analytics.declined} />
-            </div>
-
-            <p className="mt-3 max-w-3xl text-muted-foreground text-xs">
-              <Trans>
-                Each tile counts documents that entered that state during the selected period, on its own date. They are
-                independent activity counts and do not add up to Documents Sent.
-              </Trans>
-            </p>
-          </div>
-        ) : (
-          <div
-            data-testid="team-analytics-empty"
-            className="flex flex-col items-center justify-center rounded-lg border border-border border-dashed py-20 text-center"
-          >
-            <h3 className="font-semibold text-foreground text-lg">
-              <Trans>No analytics to show yet</Trans>
-            </h3>
-
-            <p className="mt-2 max-w-md text-muted-foreground text-sm">
-              <Trans>
-                There's no document activity for the selected period. Send your first document to start tracking your
-                team's usage here.
-              </Trans>
-            </p>
-
-            <Button asChild className="mt-6">
-              <Link to={formatDocumentsPath(team.url)}>
-                <Trans>Send a document</Trans>
-              </Link>
-            </Button>
-          </div>
-        )}
-      </div>
-    </div>
-  );
-}
@@ -224,6 +224,7 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
                {match(envelope.status)
                  .with(DocumentStatus.COMPLETED, () => <Trans>This document has been signed by all recipients</Trans>)
                  .with(DocumentStatus.REJECTED, () => <Trans>This document has been rejected by a recipient</Trans>)
+                  .with(DocumentStatus.CANCELLED, () => <Trans>This document has been cancelled</Trans>)
                  .with(DocumentStatus.DRAFT, () => (
                    <Trans>This document is currently a draft and has not been sent</Trans>
                  ))
@@ -20,6 +20,7 @@ import { Link, useParams, useSearchParams } from 'react-router';
 import { z } from 'zod';

 import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
+import { EnvelopesBulkCancelDialog } from '~/components/dialogs/envelopes-bulk-cancel-dialog';
 import { EnvelopesBulkDeleteDialog } from '~/components/dialogs/envelopes-bulk-delete-dialog';
 import { EnvelopesBulkMoveDialog } from '~/components/dialogs/envelopes-bulk-move-dialog';
 import { DocumentSearch } from '~/components/general/document/document-search';
@@ -61,6 +62,7 @@ export default function DocumentsPage() {
  const [rowSelection, setRowSelection] = useSessionStorage<RowSelectionState>('documents-bulk-selection', {});
  const [isBulkMoveDialogOpen, setIsBulkMoveDialogOpen] = useState(false);
  const [isBulkDeleteDialogOpen, setIsBulkDeleteDialogOpen] = useState(false);
+  const [isBulkCancelDialogOpen, setIsBulkCancelDialogOpen] = useState(false);

  const selectedEnvelopeIds = useMemo(() => {
    return Object.keys(rowSelection).filter((id) => rowSelection[id]);
@@ -71,6 +73,7 @@ export default function DocumentsPage() {
    [ExtendedDocumentStatus.PENDING]: 0,
    [ExtendedDocumentStatus.COMPLETED]: 0,
    [ExtendedDocumentStatus.REJECTED]: 0,
+    [ExtendedDocumentStatus.CANCELLED]: 0,
    [ExtendedDocumentStatus.INBOX]: 0,
    [ExtendedDocumentStatus.ALL]: 0,
  });
@@ -150,6 +153,7 @@ export default function DocumentsPage() {
                  ExtendedDocumentStatus.INBOX,
                  ExtendedDocumentStatus.PENDING,
                  ExtendedDocumentStatus.COMPLETED,
+                  ExtendedDocumentStatus.CANCELLED,
                  ExtendedDocumentStatus.DRAFT,
                  ExtendedDocumentStatus.ALL,
                ]
@@ -227,6 +231,7 @@ export default function DocumentsPage() {
          selectedCount={selectedEnvelopeIds.length}
          onMoveClick={() => setIsBulkMoveDialogOpen(true)}
          onDeleteClick={() => setIsBulkDeleteDialogOpen(true)}
+          onCancelClick={() => setIsBulkCancelDialogOpen(true)}
          onClearSelection={() => setRowSelection({})}
        />

@@ -246,6 +251,13 @@ export default function DocumentsPage() {
          onOpenChange={setIsBulkDeleteDialogOpen}
          onSuccess={() => setRowSelection({})}
        />
+
+        <EnvelopesBulkCancelDialog
+          envelopeIds={selectedEnvelopeIds}
+          open={isBulkCancelDialogOpen}
+          onOpenChange={setIsBulkCancelDialogOpen}
+          onSuccess={() => setRowSelection({})}
+        />
      </div>
    </EnvelopeDropZoneWrapper>
  );
@@ -0,0 +1,92 @@
+import { SUPPORT_EMAIL } from '@documenso/lib/constants/app';
+import { prisma } from '@documenso/prisma';
+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 { useState } from 'react';
+
+import type { Route } from './+types/report.$token';
+
+export async function loader({ params }: Route.LoaderArgs) {
+  const { token } = params;
+
+  if (!token) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  // Only validate the token on GET. The report itself is performed by an explicit
+  // mutation (triggered by the recipient clicking the button), so an automated email
+  // link scanner / prefetcher cannot register a report simply by fetching the URL.
+  const recipient = await prisma.recipient.findFirst({
+    where: { token },
+    select: { id: true },
+  });
+
+  if (!recipient) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  return {
+    token,
+  };
+}
+
+export default function ReportSenderPage({ loaderData }: Route.ComponentProps) {
+  const { token } = loaderData;
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const [isReported, setIsReported] = useState(false);
+
+  const { mutate: reportSender, isPending } = trpc.envelope.recipient.report.useMutation({
+    onSuccess: () => setIsReported(true),
+    onError: () => {
+      toast({
+        title: t`Something went wrong`,
+        description: t`We were unable to report this sender at this time. Please try again later.`,
+        variant: 'destructive',
+      });
+    },
+  });
+
+  if (isReported) {
+    return (
+      <div className="-mx-4 flex flex-col items-center px-4 pt-16 md:-mx-8 md:px-8 lg:pt-20 xl:pt-28">
+        <h1 className="max-w-[35ch] text-center font-semibold text-2xl leading-normal md:text-3xl">
+          <Trans>Sender reported</Trans>
+        </h1>
+
+        <p className="mt-4 max-w-[60ch] text-center text-muted-foreground leading-normal">
+          <Trans>
+            Thank you for letting us know, we have flagged this sender for review. If you have any concerns please feel
+            free to reach out to our{' '}
+            <a className="text-documenso-700 underline" href={`mailto:${SUPPORT_EMAIL}`}>
+              support team
+            </a>
+            .
+          </Trans>
+        </p>
+      </div>
+    );
+  }
+
+  return (
+    <div className="-mx-4 flex flex-col items-center px-4 pt-16 md:-mx-8 md:px-8 lg:pt-20 xl:pt-28">
+      <h1 className="max-w-[35ch] text-center font-semibold text-2xl leading-normal md:text-3xl">
+        <Trans>Report this sender?</Trans>
+      </h1>
+
+      <p className="mt-4 max-w-[60ch] text-center text-muted-foreground leading-normal">
+        <Trans>
+          If you did not expect this email or believe it is spam, you can report the sender to our team for review.
+        </Trans>
+      </p>
+
+      <Button className="mt-6" loading={isPending} onClick={() => reportSender({ token })}>
+        <Trans>Report sender</Trans>
+      </Button>
+    </div>
+  );
+}
@@ -1,7 +1,14 @@
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import {
+  buildClearCscBlockingErrorCookieHeader,
+  readCscBlockingErrorFromRequest,
+} from '@documenso/ee/server-only/signing/csc/cookies/blocking-error-cookie';
+import { readCscSadSessionFromRequest } from '@documenso/ee/server-only/signing/csc/cookies/sad-session-cookie';
+import { readCscServiceSessionFromRequest } from '@documenso/ee/server-only/signing/csc/cookies/service-session-cookie';
 import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
+import { IS_INSTANCE_CSC_MODE } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { loadRecipientBrandingByTeamId } from '@documenso/lib/server-only/branding/load-recipient-branding';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
@@ -18,6 +25,7 @@ import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/
 import { getTeamSettings } from '@documenso/lib/server-only/team/get-team-settings';
 import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
+import { isTspEnvelope } from '@documenso/lib/types/signature-level';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { isRecipientExpired } from '@documenso/lib/utils/recipients';
 import { prisma } from '@documenso/prisma';
@@ -30,6 +38,8 @@ import { getOptionalLoaderContext } from 'server/utils/get-loader-session';
 import { match } from 'ts-pattern';

 import { Header as AuthenticatedHeader } from '~/components/general/app-header';
+import { CscRecipientBlockedPage } from '~/components/general/document-signing/csc-recipient-blocked-page';
+import { CscRecipientSigningInProgressPage } from '~/components/general/document-signing/csc-recipient-signing-in-progress-page';
 import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
 import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
 import { DocumentSigningPageViewV1 } from '~/components/general/document-signing/document-signing-page-view-v1';
@@ -164,6 +174,10 @@ const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
    recipientSignature,
    isRecipientsTurn,
    includeSenderDetails: settings.includeSenderDetails,
+    branding: {
+      brandingEnabled: settings.brandingEnabled,
+      brandingLogo: settings.brandingLogo,
+    },
  } as const;
 };

@@ -253,6 +267,58 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
    recipientAccessAuth: derivedRecipientAccessAuth,
  }).catch(() => null);

+  // CSC / TSP routing. TSP envelopes have three terminal recipient-page
+  // states beyond the normal signing UI:
+  //   1. `blocked` — service-scope OAuth returned a hard error (set by the
+  //      callback as a one-shot `csc_blocking_error` cookie).
+  //   2. `signing-in-progress` — credential-scope OAuth completed, SAD is
+  //      attached server-side, page auto-fires the sync sign mutation.
+  //   3. pre-auth — no service token yet, kick the recipient into
+  //      service-scope OAuth.
+  // The fourth state (service session valid, no SAD, no blocking error) falls
+  // through to the normal signing UI.
+  if (IS_INSTANCE_CSC_MODE() && isTspEnvelope(envelope)) {
+    const blockingError = await readCscBlockingErrorFromRequest(request);
+
+    if (blockingError && blockingError.recipientToken === token) {
+      return {
+        isDocumentAccessValid: true,
+        envelopeForSigning,
+        csc: { state: 'blocked', code: blockingError.code } as const,
+        responseHeaders: { 'Set-Cookie': buildClearCscBlockingErrorCookieHeader() },
+      } as const;
+    }
+
+    const sadSessionId = await readCscSadSessionFromRequest(request);
+
+    if (sadSessionId) {
+      const cscSession = await prisma.cscSession.findUnique({
+        where: { id: sadSessionId },
+      });
+
+      const isSadSessionValid =
+        cscSession !== null &&
+        cscSession.recipientId === recipient.id &&
+        cscSession.encryptedSad !== null &&
+        cscSession.sadExpiresAt !== null &&
+        cscSession.sadExpiresAt > new Date();
+
+      if (isSadSessionValid) {
+        return {
+          isDocumentAccessValid: true,
+          envelopeForSigning,
+          csc: { state: 'signing-in-progress', sessionId: sadSessionId } as const,
+        } as const;
+      }
+    }
+
+    const serviceSessionToken = await readCscServiceSessionFromRequest(request);
+
+    if (serviceSessionToken !== token) {
+      throw redirect(`/api/csc/oauth/authorize?scope=service&token=${encodeURIComponent(token)}`);
+    }
+  }
+
  return {
    isDocumentAccessValid: true,
    envelopeForSigning,
@@ -292,11 +358,22 @@ export async function loader(loaderArgs: Route.LoaderArgs) {
  if (foundRecipient.envelope.internalVersion === 2) {
    const payloadV2 = await handleV2Loader(loaderArgs);

-    return superLoaderJson({
-      version: 2,
-      payload: payloadV2,
-      branding,
-    } as const);
+    // V2 payload may carry a one-shot `Set-Cookie` header (used to clear the
+    // CSC blocking-error cookie after the loader reads it). Forward it via
+    // the `superLoaderJson` response init so the browser actually applies the
+    // header. The field stays on the payload — it's just a `Max-Age=0` clear
+    // directive, not sensitive — and isn't read by any consumer.
+    const responseHeaders =
+      'responseHeaders' in payloadV2 && payloadV2.responseHeaders ? payloadV2.responseHeaders : undefined;
+
+    return superLoaderJson(
+      {
+        version: 2,
+        payload: payloadV2,
+        branding,
+      } as const,
+      responseHeaders ? { headers: responseHeaders } : undefined,
+    );
  }

  const payloadV1 = await handleV1Loader(loaderArgs);
@@ -338,6 +415,7 @@ const SigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV1Loade
    isRecipientsTurn,
    allRecipients,
    includeSenderDetails,
+    branding,
    recipientWithFields,
  } = data;

@@ -360,8 +438,7 @@ const SigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV1Loade

          <h2 className="mt-6 max-w-[35ch] text-center font-semibold text-2xl leading-normal md:text-3xl lg:text-4xl">
            <Trans>
-              <span className="mt-1.5 block">"{document.title}"</span>
-              is no longer available to sign
+              <span className="mt-1.5 block">"{document.title}"</span> is no longer available to sign
            </Trans>
          </h2>

@@ -410,6 +487,7 @@ const SigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV1Loade
            isRecipientsTurn={isRecipientsTurn}
            allRecipients={allRecipients}
            includeSenderDetails={includeSenderDetails}
+            branding={branding}
          />
        </div>
      </DocumentSigningAuthProvider>
@@ -425,6 +503,19 @@ const SigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV2Loade
    return <DocumentSigningAuthPageView email={data.recipientEmail} emailHasAccount={!!data.recipientHasAccount} />;
  }

+  if ('csc' in data && data.csc?.state === 'blocked') {
+    return <CscRecipientBlockedPage code={data.csc.code} recipientToken={data.envelopeForSigning.recipient.token} />;
+  }
+
+  if ('csc' in data && data.csc?.state === 'signing-in-progress') {
+    return (
+      <CscRecipientSigningInProgressPage
+        sessionId={data.csc.sessionId}
+        recipientToken={data.envelopeForSigning.recipient.token}
+      />
+    );
+  }
+
  const { envelope, recipientSignature, recipient } = data.envelopeForSigning;

  if (envelope.deletedAt || envelope.status === DocumentStatus.REJECTED) {
@@ -446,8 +537,7 @@ const SigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV2Loade

          <h2 className="mt-6 max-w-[35ch] text-center font-semibold text-2xl leading-normal md:text-3xl lg:text-4xl">
            <Trans>
-              <span className="mt-1.5 block">"{envelope.title}"</span>
-              is no longer available to sign
+              <span className="mt-1.5 block">"{envelope.title}"</span> is no longer available to sign
            </Trans>
          </h2>

@@ -9,7 +9,7 @@ import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useLingui } from '@lingui/react';
 import { useLayoutEffect, useState } from 'react';
-import { useNavigate } from 'react-router';
+import { useNavigate, useSearchParams } from 'react-router';

 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
@@ -22,6 +22,9 @@ export default function EmbeddingAuthoringDocumentCreatePage() {

  const { toast } = useToast();
  const navigate = useNavigate();
+  const [searchParams] = useSearchParams();
+
+  const presignToken = searchParams.get('token') ?? undefined;

  const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(null);
  const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(null);
@@ -57,11 +60,14 @@ export default function EmbeddingAuthoringDocumentCreatePage() {

      const fields = data.fields;

-      const documentData = await putPdfFile({
-        arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
-        name: configuration.documentData.name,
-        type: configuration.documentData.type,
-      });
+      const documentData = await putPdfFile(
+        {
+          arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
+          name: configuration.documentData.name,
+          type: configuration.documentData.type,
+        },
+        { presignToken },
+      );

      // Use the externalId from the URL fragment if available
      const documentExternalId = externalId || configuration.meta.externalId;
@@ -8,7 +8,7 @@ import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useLingui } from '@lingui/react';
 import { useLayoutEffect, useState } from 'react';
-import { useNavigate } from 'react-router';
+import { useNavigate, useSearchParams } from 'react-router';

 import { ConfigureDocumentProvider } from '~/components/embed/authoring/configure-document-context';
 import { ConfigureDocumentView } from '~/components/embed/authoring/configure-document-view';
@@ -20,6 +20,9 @@ export default function EmbeddingAuthoringTemplateCreatePage() {
  const { _ } = useLingui();
  const { toast } = useToast();
  const navigate = useNavigate();
+  const [searchParams] = useSearchParams();
+
+  const presignToken = searchParams.get('token') ?? undefined;

  const [configuration, setConfiguration] = useState<TConfigureEmbedFormSchema | null>(null);
  const [fields, setFields] = useState<TConfigureFieldsFormSchema | null>(null);
@@ -55,11 +58,14 @@ export default function EmbeddingAuthoringTemplateCreatePage() {

      const fields = data.fields;

-      const documentData = await putPdfFile({
-        arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
-        name: configuration.documentData.name,
-        type: configuration.documentData.type,
-      });
+      const documentData = await putPdfFile(
+        {
+          arrayBuffer: async () => Promise.resolve(configuration.documentData!.data.buffer),
+          name: configuration.documentData.name,
+          type: configuration.documentData.type,
+        },
+        { presignToken },
+      );

      // Use the externalId from the URL fragment if available
      const metaWithExternalId = {
@@ -298,10 +298,10 @@ const EnvelopeEditPage = ({ embedAuthoringOptions }: EnvelopeEditPageProps) => {
      presignToken: token,
      mode: 'edit' as const,
      onUpdate: async (envelope: TEditorEnvelope) => updateEmbeddedEnvelope(envelope),
-      brandingLogo,
+      customBrandingLogo: Boolean(brandingLogo),
      user: embedAuthoringOptions.user,
    }),
-    [token],
+    [token, brandingLogo, embedAuthoringOptions.user],
  );

  const editorConfig = useMemo(() => {
@@ -0,0 +1,97 @@
+import { AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { MessageDescriptor } from '@lingui/core';
+import { msg } from '@lingui/core/macro';
+import { match } from 'ts-pattern';
+
+export type ToastMessageDescriptor = {
+  title: MessageDescriptor;
+  description: MessageDescriptor;
+};
+
+export const RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE = {
+  title: msg`Too many recipients`,
+  description: msg`This document has too many recipients. Please remove some recipients or contact support if you need more.`,
+};
+
+export const FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE = {
+  title: msg`Fair use limit exceeded`,
+  description: msg`Your organisation has reached its plan's fair use limit. Please contact your organisation administrator or support to continue.`,
+};
+
+export const getDistributeErrorMessage = (code: string): ToastMessageDescriptor => {
+  return match(code)
+    .with('RECIPIENT_LIMIT_EXCEEDED', () => RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .otherwise(() => ({
+      title: msg`Something went wrong`,
+      description: msg`An error occurred while distributing the document.`,
+    }));
+};
+
+export const getDirectTemplateErrorMessage = (code: string): ToastMessageDescriptor => {
+  return match(code)
+    .with('RECIPIENT_LIMIT_EXCEEDED', () => RECIPIENT_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .otherwise(() => ({
+      title: msg`Something went wrong`,
+      description: msg`We were unable to submit this document at this time. Please try again later.`,
+    }));
+};
+
+export const getUploadErrorMessage = (code: string): ToastMessageDescriptor => {
+  return match(code)
+    .with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .with('INVALID_DOCUMENT_FILE', () => ({
+      title: msg`Error`,
+      description: msg`You cannot upload encrypted PDFs.`,
+    }))
+    .with(AppErrorCode.LIMIT_EXCEEDED, () => ({
+      title: msg`Error`,
+      description: msg`You have reached your document limit for this month. Please upgrade your plan.`,
+    }))
+    .with('ENVELOPE_ITEM_LIMIT_EXCEEDED', () => ({
+      title: msg`Error`,
+      description: msg`You have reached the limit of the number of files per envelope.`,
+    }))
+    .with('UNSUPPORTED_FILE_TYPE', () => ({
+      title: msg`Error`,
+      description: msg`This file type isn't supported. Please upload a PDF or Word document.`,
+    }))
+    .with('CONVERSION_SERVICE_UNAVAILABLE', () => ({
+      title: msg`Error`,
+      description: msg`Document conversion is temporarily unavailable. Please try again shortly or upload a PDF.`,
+    }))
+    .with('CONVERSION_FAILED', () => ({
+      title: msg`Error`,
+      description: msg`We couldn't convert this file. Please check it's a valid Word document or upload a PDF instead.`,
+    }))
+    .otherwise(() => ({
+      title: msg`Error`,
+      description: msg`An error occurred while uploading your document.`,
+    }));
+};
+
+export const getTemplateUseErrorMessage = (code: string): ToastMessageDescriptor => {
+  return match(code)
+    .with('DOCUMENT_SEND_FAILED', () => ({
+      title: msg`Error`,
+      description: msg`The document was created but could not be sent to recipients.`,
+    }))
+    .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.`,
+    }))
+    .with(AppErrorCode.NOT_FOUND, () => ({
+      title: msg`Error`,
+      description: msg`The template or one of its recipients could not be found.`,
+    }))
+    .with(AppErrorCode.LIMIT_EXCEEDED, () => ({
+      title: msg`Error`,
+      description: msg`You have reached your document limit for this plan. Please upgrade your plan.`,
+    }))
+    .with(AppErrorCode.TOO_MANY_REQUESTS, () => FAIR_USE_LIMIT_EXCEEDED_ERROR_MESSAGE)
+    .otherwise(() => ({
+      title: msg`Error`,
+      description: msg`An error occurred while creating document from template.`,
+    }));
+};
@@ -106,5 +106,5 @@
    "vite-plugin-babel-macros": "^1.0.6",
    "vite-tsconfig-paths": "^5.1.4"
  },
-  "version": "2.11.0"
+  "version": "2.13.0"
 }
@@ -1,4 +1,6 @@
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { verifyEmbeddingPresignToken } from '@documenso/lib/server-only/embedding-presign/verify-embedding-presign-token';
 import { generatePartialSignedPdf } from '@documenso/lib/server-only/pdf/generate-partial-signed-pdf';
 import { getTeamById } from '@documenso/lib/server-only/team/get-team';
 import { sha256 } from '@documenso/lib/universal/crypto';
@@ -26,6 +28,29 @@ type DocumentDataInput = {
  initialData: string;
 };

+export const resolveFileUploadUserId = async (c: Context<HonoEnv>): Promise<number | null> => {
+  const session = await getOptionalSession(c);
+
+  if (session.user?.id) {
+    return session.user.id;
+  }
+
+  const authorizationHeader = c.req.header('authorization');
+
+  const [bearerToken] = (authorizationHeader || '').split('Bearer ').filter((part) => part.length > 0);
+
+  const queryToken = c.req.query('token');
+  const presignToken = bearerToken || queryToken;
+
+  if (!presignToken) {
+    return null;
+  }
+
+  const verifiedToken = await verifyEmbeddingPresignToken({ token: presignToken }).catch(() => undefined);
+
+  return verifiedToken?.userId ?? null;
+};
+
 type EnvelopeForPendingDownload = {
  id: string;
  status: DocumentStatus;
@@ -10,8 +10,9 @@ import type { Prisma } from '@prisma/client';
 import { Hono } from 'hono';

 import type { HonoEnv } from '../../router';
-import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest } from './files.helpers';
+import { checkEnvelopeFileAccess, handleEnvelopeItemFileRequest, resolveFileUploadUserId } from './files.helpers';
 import {
+  isAllowedUploadContentType,
  type TGetPresignedPostUrlResponse,
  ZGetEnvelopeItemFileDownloadRequestParamsSchema,
  ZGetEnvelopeItemFileRequestParamsSchema,
@@ -31,6 +32,12 @@ export const filesRoute = new Hono<HonoEnv>()
   */
  .post('/upload-pdf', sValidator('form', ZUploadPdfRequestSchema), async (c) => {
    try {
+      const userId = await resolveFileUploadUserId(c);
+
+      if (!userId) {
+        return c.json({ error: 'Unauthorized' }, 401);
+      }
+
      const { file } = c.req.valid('form');

      if (!file) {
@@ -55,10 +62,20 @@ export const filesRoute = new Hono<HonoEnv>()
    }
  })
  .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);
+      const { key, url } = await getPresignPostUrl(fileName, contentType, userId);

      return c.json({ key, url } satisfies TGetPresignedPostUrlResponse);
    } catch (err) {
@@ -13,6 +13,14 @@ 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),
@@ -1,5 +1,6 @@
 import { tsRestHonoApp } from '@documenso/api/hono';
 import { auth } from '@documenso/auth/server';
+import { csc } from '@documenso/ee/server-only/signing/csc/hono';
 import { jobsClient } from '@documenso/lib/jobs/client';
 import { LicenseClient } from '@documenso/lib/server-only/license/license-client';
 import { createRateLimitMiddleware } from '@documenso/lib/server-only/rate-limit/rate-limit-middleware';
@@ -111,6 +112,9 @@ app.route('/api/files', filesRoute);
 app.use('/api/ai/*', aiRateLimitMiddleware);
 app.route('/api/ai', aiRoute);

+// CSC OAuth routes (mounted from @documenso/ee).
+app.route('/api/csc', csc);
+
 // API servers.
 app.route('/api/v1', tsRestHonoApp);
 app.use('/api/jobs/*', jobsClient.getApiHandler());
@@ -1,12 +1,12 @@
 {
  "name": "@documenso/root",
-  "version": "2.11.0",
+  "version": "2.13.0",
  "lockfileVersion": 3,
  "requires": true,
  "packages": {
    "": {
      "name": "@documenso/root",
-      "version": "2.11.0",
+      "version": "2.13.0",
      "hasInstallScript": true,
      "workspaces": [
        "apps/*",
@@ -15,7 +15,7 @@
      "dependencies": {
        "@ai-sdk/google-vertex": "3.0.81",
        "@documenso/prisma": "*",
-        "@libpdf/core": "^0.3.6",
+        "@libpdf/core": "^0.4.0",
        "@lingui/conf": "^5.6.0",
        "@lingui/core": "^5.6.0",
        "@marsidev/react-turnstile": "^1.5.0",
@@ -406,7 +406,7 @@
    },
    "apps/remix": {
      "name": "@documenso/remix",
-      "version": "2.11.0",
+      "version": "2.13.0",
      "dependencies": {
        "@cantoo/pdf-lib": "^2.5.3",
        "@documenso/api": "*",
@@ -4661,16 +4661,16 @@
      "license": "MIT"
    },
    "node_modules/@libpdf/core": {
-      "version": "0.3.6",
-      "resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.3.6.tgz",
-      "integrity": "sha512-VzRUXaDq+M9qrroKiipCgePK2mwKM3M6DY7B0yfXnxD4aYnUxD/nUtkcsHCBUUnJpkX9rWikdEhYa5vU8ZlReg==",
+      "version": "0.4.0",
+      "resolved": "https://registry.npmjs.org/@libpdf/core/-/core-0.4.0.tgz",
+      "integrity": "sha512-G9nZRjf9DGDJaS/C23YWogk8akPM7O/6HfMslxVsKTKRbbbb+0szpQIetcGGUGRu7KtmBDmGDWCgz//DXSmq8A==",
      "license": "MIT",
      "dependencies": {
        "@noble/ciphers": "^2.2.0",
        "@noble/hashes": "^2.2.0",
        "@scure/base": "^2.2.0",
        "asn1js": "^3.0.10",
-        "lru-cache": "^11.4.0",
+        "lru-cache": "^11.5.1",
        "pako": "^2.1.0",
        "pkijs": "^3.4.0"
      },
@@ -4724,9 +4724,9 @@
      }
    },
    "node_modules/@libpdf/core/node_modules/lru-cache": {
-      "version": "11.4.0",
-      "resolved": "https://registry.npmjs.org/lru-cache/-/lru-cache-11.4.0.tgz",
-      "integrity": "sha512-W+R+kFL4HgVxONq2bhXPi3bGpzGe/yEhVOp233qw9wCRtgncJ15P3bC+e4zZMu4Cq7d+WAJjXGW0uUkifhcatA==",
+      "version": "11.5.1",
+      "resolved": "https://registry.npmjs.org/lru-cache/-/lru-cache-11.5.1.tgz",
+      "integrity": "sha512-RPimw/7aMdv2oqRrxKwvZXcPfwBrn/JZ2xYcY9Hus/6LaS3VOAKVWKWgNLCFSiOm1ESXinjsDlidVU7JlnCN2A==",
      "license": "BlueOak-1.0.0",
      "engines": {
        "node": "20 || >=22"
@@ -30593,6 +30593,8 @@
        "@aws-sdk/client-sesv2": "^3.998.0",
        "@documenso/lib": "*",
        "@documenso/prisma": "*",
+        "arctic": "^3.7.0",
+        "hono": "^4.12.14",
        "luxon": "^3.7.2",
        "react": "^18",
        "ts-pattern": "^5.9.0",
@@ -30941,6 +30943,7 @@
        "@vvo/tzdb": "^6.196.0",
        "ai": "^5.0.104",
        "bullmq": "^5.71.1",
+        "colord": "^2.9.3",
        "csv-parse": "^6.1.0",
        "inngest": "^3.54.0",
        "ioredis": "^5.10.1",
@@ -31123,6 +31126,7 @@
        "class-variance-authority": "^0.7.1",
        "clsx": "^1.2.1",
        "cmdk": "^0.2.1",
+        "colord": "^2.9.3",
        "framer-motion": "^12.23.24",
        "lucide-react": "^0.554.0",
        "luxon": "^3.7.2",
@@ -5,7 +5,7 @@
    "apps/*",
    "packages/*"
  ],
-  "version": "2.11.0",
+  "version": "2.13.0",
  "scripts": {
    "postinstall": "patch-package",
    "build": "turbo run build",
@@ -88,7 +88,7 @@
  "dependencies": {
    "@ai-sdk/google-vertex": "3.0.81",
    "@documenso/prisma": "*",
-    "@libpdf/core": "^0.3.6",
+    "@libpdf/core": "^0.4.0",
    "@lingui/conf": "^5.6.0",
    "@lingui/core": "^5.6.0",
    "@prisma/extension-read-replicas": "^0.4.1",
@@ -1,7 +1,7 @@
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
-import { DocumentDataType, EnvelopeType, SigningStatus } from '@prisma/client';
+import { DocumentDataType, DocumentStatus, EnvelopeType, SigningStatus } from '@prisma/client';
 import { tsr } from '@ts-rest/serverless/fetch';
 import { match } from 'ts-pattern';
 import '@documenso/lib/constants/time-zones';
@@ -240,7 +240,12 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
        };
      }

-      if (!downloadOriginalDocument && !isDocumentCompleted(envelope.status)) {
+      // A cancelled document was never sealed, so its data is the unsigned original.
+      // Treat it as not-completed here so a "signed" version is never served for it.
+      // REJECTED and COMPLETED keep their prior behavior.
+      const hasSignedArtifact = isDocumentCompleted(envelope.status) && envelope.status !== DocumentStatus.CANCELLED;
+
+      if (!downloadOriginalDocument && !hasSignedArtifact) {
        return {
          status: 400,
          body: {
--- a/Show More
+++ b/Show More
Author	SHA1	Message	Date
Lucas Smith	40d20ad068	v2.13.0	2026-06-18 16:03:26 +10:00
Lucas Smith	a99bdf5e20	fix: include envelopeId in webhook payload (#2998 )	2026-06-18 14:32:15 +10:00
Lucas Smith	4f346d3c2d	feat: add cancellable document status (#2992 ) Adds a CANCELLED envelope status that privileged members (owner or team admin/manager) can move a pending document into. Sending recipient notifications via a background job while retaining the document in the dashboard as proof of distribution. Includes a dedicated Cancelled tab, single and bulk cancel actions, the ENVELOPE_CANCELLED mutability guard, and e2e coverage for permissions and visibility.	2026-06-18 13:52:35 +10:00
Lucas Smith	d5ce222482	feat: add CSC AES/QES signing (v1 instance-wide config) (#2874 ) Adds Cloud Signature Consortium (CSC) integration for AES/QES signing against a configured TSP. v1 ships as instance-wide configuration via environment variables, with per-envelope signature level selection, license gating, and an OAuth-driven signing flow (capture + FIFO signers, SAD session, blocking/in-progress recipient pages). Includes signature level compatibility checks (role, signing order, dictate next signer), envelope mutability assertions, Prisma migration for signature level and CSC tables, and docs for the new signing certificate options.	2026-06-16 23:37:34 +10:00
Lucas Smith	9b59f1a273	v2.12.0	2026-06-16 11:00:17 +10:00
David Nguyen	15549a6758	fix: add early quota warning (#2986 ) ## Description - Add banners when plans near fair use limits - Automated email alerts to our support when nearing fair use limits	2026-06-15 16:02:18 +10:00
Lucas Smith	eb45d1e5a9	fix: reconcile billing when stripe subscription is missing (#2988 ) Catch resource_missing in the subscription route, return null so the billing page still loads, and fire a sync to converge the stale row.	2026-06-15 15:58:40 +10:00
Lucas Smith	0aa84cecc8	chore: add translations (#2975 )	2026-06-15 14:29:42 +10:00
Lucas Smith	702e747375	fix: use correct property for embed edit editor config (#2985 )	2026-06-15 14:29:13 +10:00
Lucas Smith	3887aa67c8	fix: rework stripe webhooks into idempotent subscription sync (#2977 ) Replace per-event webhook handlers with a single sync function that fetches the current state from Stripe and converges the local subscription, claim, and organisation type. - Create organisations upfront before checkout, restricted as "pending payment" until the first payment syncs - Add rate-limited subscription sync route, triggered on checkout success so the UI doesn't wait on webhooks - Surface pending payment state in banner, billing table, and limits	2026-06-12 16:01:03 +10:00
Konrad	b84b87cea6	fix(i18n): add space between tag and text (#2972 )	2026-06-11 10:31:19 +10:00
David Nguyen	ac0a0086d6	chore: update verify email docs (#2970 )	2026-06-10 13:09:53 +10:00
David Nguyen	8c11266747	fix: correctly orphan envelopes and stripe cancel on delete (#2967 )	2026-06-09 15:52:14 +10:00
Ephraim Duncan	3c0345f755	fix: link signing brand logos (#2881 )	2026-06-09 15:51:25 +10:00
Lucas Smith	3e47f1913c	chore: add translations (#2929 )	2026-06-09 15:48:50 +10:00
David Nguyen	9ccf50ed95	fix: correctly strip background job values (#2965 )	2026-06-09 15:33:41 +10:00
Catalin Pit	ecc98fbd41	feat: enhance document signing page with field canvas style integration (#2876 )	2026-06-09 15:05:22 +10:00
Romone6	58f0f5da43	fix: load typed signature font on profile page (#2963 )	2026-06-09 14:31:32 +10:00
David Nguyen	d5c6cf4ad5	feat: allow changing field types (#2873 )	2026-06-09 13:48:40 +10:00
github-actions[bot]	90462bf414	chore: extract translations (#2923 )	2026-06-09 13:37:34 +10:00
David Nguyen	791a54bb8b	chore: update docs trusted emails (#2964 )	2026-06-09 13:33:54 +10:00
Rana Pratap Sarangi	5f4e0ccf6b	fix: exclude rejected documents from inbox count (#2893 )	2026-06-09 10:49:18 +10:00
Clayton Chew	583e35c768	fix: ensures new expire on setSessionCookie (#2708 )	2026-06-09 10:47:19 +10:00
Ephraim Duncan	1e129580b8	fix: point Railway deploy button at the working template URL (#2962 )	2026-06-09 10:05:45 +10:00
Arun Kumar	184cbd6770	fix: guard missing password reset token and fix broken reset link URL (#2928 )	2026-06-08 14:31:26 +10:00
roshboi	b53295a9d5	docs: clarify email verification instructions for free and paid plans (#2959 )	2026-06-08 14:22:44 +10:00
David Nguyen	8448e333cf	fix: update new quota and rates UX (#2954 )	2026-06-08 14:14:22 +10:00
Ephraim Duncan	03b5fe6117	fix: update link-only notification settings (#2821 )	2026-06-08 12:59:50 +10:00
Arun Kumar	f60698a353	docs: add registration form screenshot to create account page (#2908 )	2026-06-08 12:45:56 +10:00
Konrad	7c48ae6ff4	chore(i18n): fix typo in Polish translation (#2948 )	2026-06-08 12:40:07 +10:00
David Nguyen	4ee789ea37	fix: add multi email transport system (#2942 )	2026-06-05 21:19:20 +10:00
David Nguyen	ebf5b75a19	fix: add email disable flag (#2931 )	2026-06-05 17:55:10 +10:00
David Nguyen	0ecde7ac1e	feat: add header metadata to emails (#2927 )	2026-06-04 16:48:57 +10:00
Catalin Pit	c41e387220	docs(embedding): document iframe URL fragment options (#2915 )	2026-06-04 09:12:44 +03:00
David Nguyen	7f796ed74e	fix: update org stats table ui (#2924 )	2026-06-03 16:48:20 +10:00
Lucas Smith	0a21598fec	chore: add translations (#2922 )	2026-06-03 16:20:16 +10:00
David Nguyen	240bef1a66	fix: add org insight document complete stat (#2920 )	2026-06-03 16:15:59 +10:00
github-actions[bot]	9583e79056	chore: extract translations (#2919 )	2026-06-03 16:11:30 +10:00
David Nguyen	993a494784	fix: add email reporting (#2918 )	2026-06-03 16:05:39 +10:00
Konrad	743d31651f	fix(i18n): mark Bio string for translation (#2910 )	2026-06-03 16:00:37 +10:00
Konrad	ce96238464	fix(ui): direct signing templates window layout (#2909 )	2026-06-03 16:00:24 +10:00
github-actions[bot]	8b8e7e9f2e	chore: extract translations (#2867 )	2026-06-03 15:54:52 +10:00
roshboi	50006ca053	fix: prevent sending emails for free organisation claims (#2917 )	2026-06-03 14:28:00 +10:00
David Nguyen	c3135a3ce7	fix: filter ccers from delete email (#2914 )	2026-06-02 15:27:36 +10:00
David Nguyen	d2f60b13fd	fix: correctly log cc emails (#2913 )	2026-06-02 15:04:02 +10:00
David Nguyen	c50a01d004	fix: improve field signing (#2830 )	2026-06-01 19:48:20 +10:00
David Nguyen	4bda501d51	feat: add stripe sync (#2877 )	2026-06-01 18:17:16 +10:00
Lucas Smith	a7713f7228	chore: add translations (#2885 )	2026-06-01 17:27:46 +10:00
David Nguyen	536142be03	feat: add admin org stats (#2904 )	2026-06-01 17:26:51 +10:00
David Nguyen	44c4826e92	fix: track monthly usage for unlimited quotas (#2894 )	2026-05-31 13:34:10 +10:00
David Nguyen	61138cdd81	fix: add dynamic rate limits (#2892 )	2026-05-31 00:34:28 +10:00