chore: modularize PDF processing by extracting helper functions

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

.env.example

@@ -13,6 +13,10 @@ NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 # https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#google-oauth-gmail
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
 NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=""
+# Find documentation on setting up Microsoft OAuth here:
+# https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#microsoft-oauth-azure-ad
+NEXT_PRIVATE_MICROSOFT_CLIENT_ID=""
+NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET=""
 
 NEXT_PRIVATE_OIDC_WELL_KNOWN=""
 NEXT_PRIVATE_OIDC_CLIENT_ID=""
@@ -25,6 +29,10 @@ NEXT_PUBLIC_WEBAPP_URL="http://localhost:3000"
 # URL used by the web app to request itself (e.g. local background jobs)
 NEXT_PRIVATE_INTERNAL_WEBAPP_URL="http://localhost:3000"
 
+# [[SERVER]]
+# OPTIONAL: The port the server will listen on. Defaults to 3000.
+PORT=3000
+
 # [[DATABASE]]
 NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
 # Defines the URL to use for the database when running migrations and other commands that won't work with a connection pool.

CODE_STYLE.md

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

apps/documentation/pages/developers/self-hosting/setting-up-oauth-providers.mdx

@@ -27,3 +27,33 @@ NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=<your-client-secret>
 ```
 
 Finally verify the signing in with Google works by signing in with your Google account and checking the email address in your profile.
+
+## Microsoft OAuth (Azure AD)
+
+To use Microsoft OAuth, you will need to create an Azure AD application registration in the Microsoft Azure portal. This will allow users to sign in with their Microsoft accounts.
+
+### Create and configure a new Azure AD application
+
+1. Go to the [Azure Portal](https://portal.azure.com/)
+2. Navigate to **Azure Active Directory** (or **Microsoft Entra ID** in newer Azure portals)
+3. In the left sidebar, click **App registrations**
+4. Click **New registration**
+5. Enter a name for your application (e.g., "Documenso")
+6. Under **Supported account types**, select **Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)** to allow any Microsoft account to sign in
+7. Under **Redirect URI**, select **Web** and enter: `https://<documenso-domain>/api/auth/callback/microsoft`
+8. Click **Register**
+
+### Configure the application
+
+1. After registration, you'll be taken to the app's overview page
+2. Copy the **Application (client) ID** - this will be your `NEXT_PRIVATE_MICROSOFT_CLIENT_ID`
+3. In the left sidebar, click **Certificates & secrets**
+4. Under **Client secrets**, click **New client secret**
+5. Add a description and select an expiration period
+6. Click **Add** and copy the **Value** (not the Secret ID) - this will be your `NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET`
+7. In the Documenso environment variables, set the following:
+
+```
+NEXT_PRIVATE_MICROSOFT_CLIENT_ID=<your-application-client-id>
+NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET=<your-client-secret-value>
+```

apps/openpage-api/package.json

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

apps/remix/app/app.css

@@ -27,9 +27,45 @@
   font-display: swap;
 }
 
+@font-face {
+  font-family: 'Noto Sans';
+  src: url('/fonts/noto-sans.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Korean noto sans */
+@font-face {
+  font-family: 'Noto Sans Korean';
+  src: url('/fonts/noto-sans-korean.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Japanese noto sans */
+@font-face {
+  font-family: 'Noto Sans Japanese';
+  src: url('/fonts/noto-sans-japanese.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
+/* Chinese noto sans */
+@font-face {
+  font-family: 'Noto Sans Chinese';
+  src: url('/fonts/noto-sans-chinese.ttf') format('truetype-variations');
+  font-weight: 100 900;
+  font-style: normal;
+  font-display: swap;
+}
+
 @layer base {
   :root {
     --font-sans: 'Inter';
     --font-signature: 'Caveat';
+    --font-noto: 'Noto Sans', 'Noto Sans Korean', 'Noto Sans Japanese', 'Noto Sans Chinese';
   }
 }

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

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

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

@@ -15,17 +15,16 @@ import {
 import { AnimatePresence, motion } from 'framer-motion';
 import { InfoIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
+import { useNavigate } from 'react-router';
+import { match } from 'ts-pattern';
 import * as z from 'zod';
 
 import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
-import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
-import { formatSigningLink } from '@documenso/lib/utils/recipients';
 import { trpc, trpc as trpcReact } from '@documenso/trpc/react';
-import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
 import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { cn } from '@documenso/ui/lib/utils';
 import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
-import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -61,8 +60,10 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 export type EnvelopeDistributeDialogProps = {
   envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
     recipients: Recipient[];
-    fields: Field[];
+    fields: Pick<Field, 'type' | 'recipientId'>[];
   };
+  onDistribute?: () => Promise<void>;
+  documentRootPath: string;
   trigger?: React.ReactNode;
 };
 
@@ -84,13 +85,19 @@ export const ZEnvelopeDistributeFormSchema = z.object({
 
 export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
 
-export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistributeDialogProps) => {
+export const EnvelopeDistributeDialog = ({
+  envelope,
+  trigger,
+  documentRootPath,
+  onDistribute,
+}: EnvelopeDistributeDialogProps) => {
   const organisation = useCurrentOrganisation();
 
   const recipients = envelope.recipients;
 
   const { toast } = useToast();
   const { t } = useLingui();
+  const navigate = useNavigate();
 
   const [isOpen, setIsOpen] = useState(false);
 
@@ -127,22 +134,44 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
 
   const distributionMethod = watch('meta.distributionMethod');
 
-  const everySignerHasSignature = useMemo(
+  const recipientsMissingSignatureFields = useMemo(
     () =>
-      envelope.recipients
-        .filter((recipient) => recipient.role === RecipientRole.SIGNER)
-        .every((recipient) =>
-          envelope.fields.some(
+      envelope.recipients.filter(
+        (recipient) =>
+          recipient.role === RecipientRole.SIGNER &&
+          !envelope.fields.some(
             (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
           ),
-        ),
+      ),
     [envelope.recipients, envelope.fields],
   );
 
+  const invalidEnvelopeCode = useMemo(() => {
+    if (recipientsMissingSignatureFields.length > 0) {
+      return 'MISSING_SIGNATURES';
+    }
+
+    if (envelope.recipients.length === 0) {
+      return 'MISSING_RECIPIENTS';
+    }
+
+    return null;
+  }, [envelope.recipients, envelope.fields, recipientsMissingSignatureFields]);
+
   const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
     try {
       await distributeEnvelope({ envelopeId: envelope.id, meta });
 
+      await onDistribute?.();
+
+      let redirectPath = `${documentRootPath}/${envelope.id}`;
+
+      if (meta.distributionMethod === DocumentDistributionMethod.NONE) {
+        redirectPath += '?action=copy-links';
+      }
+
+      await navigate(redirectPath);
+
       toast({
         title: t`Envelope distributed`,
         description: t`Your envelope has been distributed successfully.`,
@@ -178,7 +207,8 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
             <Trans>Recipients will be able to sign the document once sent</Trans>
           </DialogDescription>
         </DialogHeader>
-        {everySignerHasSignature ? (
+
+        {!invalidEnvelopeCode ? (
           <Form {...form}>
             <form onSubmit={handleSubmit(onFormSubmit)}>
               <fieldset disabled={isSubmitting}>
@@ -200,7 +230,11 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
                   </TabsList>
                 </Tabs>
 
-                <div className="min-h-72">
+                <div
+                  className={cn('min-h-72', {
+                    'min-h-[23rem]': organisation.organisationClaim.flags.emailDomains,
+                  })}
+                >
                   <AnimatePresence initial={false} mode="wait">
                     {distributionMethod === DocumentDistributionMethod.EMAIL && (
                       <motion.div
@@ -335,71 +369,18 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
                         exit={{ opacity: 0, transition: { duration: 0.15 } }}
                         className="min-h-60 rounded-lg border"
                       >
-                        {envelope.status === DocumentStatus.DRAFT ? (
-                          <div className="text-muted-foreground py-24 text-center text-sm">
-                            <p>
-                              <Trans>We won't send anything to notify recipients.</Trans>
-                            </p>
+                        <div className="text-muted-foreground py-24 text-center text-sm">
+                          <p>
+                            <Trans>We won't send anything to notify recipients.</Trans>
+                          </p>
 
-                            <p className="mt-2">
-                              <Trans>
-                                We will generate signing links for you, which you can send to the
-                                recipients through your method of choice.
-                              </Trans>
-                            </p>
-                          </div>
-                        ) : (
-                          <ul className="text-muted-foreground divide-y">
-                            {recipients.length === 0 && (
-                              <li className="flex flex-col items-center justify-center py-6 text-sm">
-                                <Trans>No recipients</Trans>
-                              </li>
-                            )}
-
-                            {recipients.map((recipient) => (
-                              <li
-                                key={recipient.id}
-                                className="flex items-center justify-between px-4 py-3 text-sm"
-                              >
-                                <AvatarWithText
-                                  avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
-                                  primaryText={
-                                    <p className="text-muted-foreground text-sm">
-                                      {recipient.email}
-                                    </p>
-                                  }
-                                  secondaryText={
-                                    <p className="text-muted-foreground/70 text-xs">
-                                      {t(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
-                                    </p>
-                                  }
-                                />
-
-                                {recipient.role !== RecipientRole.CC && (
-                                  <CopyTextButton
-                                    value={formatSigningLink(recipient.token)}
-                                    onCopySuccess={() => {
-                                      toast({
-                                        title: t`Copied to clipboard`,
-                                        description: t`The signing link has been copied to your clipboard.`,
-                                      });
-                                    }}
-                                    badgeContentUncopied={
-                                      <p className="ml-1 text-xs">
-                                        <Trans>Copy</Trans>
-                                      </p>
-                                    }
-                                    badgeContentCopied={
-                                      <p className="ml-1 text-xs">
-                                        <Trans>Copied</Trans>
-                                      </p>
-                                    }
-                                  />
-                                )}
-                              </li>
-                            ))}
-                          </ul>
-                        )}
+                          <p className="mt-2">
+                            <Trans>
+                              We will generate signing links for you, which you can send to the
+                              recipients through your method of choice.
+                            </Trans>
+                          </p>
+                        </div>
                       </motion.div>
                     )}
                   </AnimatePresence>
@@ -426,12 +407,24 @@ export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistribu
         ) : (
           <>
             <Alert variant="warning">
-              <AlertDescription>
-                <Trans>
-                  Some signers have not been assigned a signature field. Please assign at least 1
-                  signature field to each signer before proceeding.
-                </Trans>
-              </AlertDescription>
+              {match(invalidEnvelopeCode)
+                .with('MISSING_RECIPIENTS', () => (
+                  <AlertDescription>
+                    <Trans>You need at least one recipient to send a document</Trans>
+                  </AlertDescription>
+                ))
+                .with('MISSING_SIGNATURES', () => (
+                  <AlertDescription>
+                    <Trans>The following signers are missing signature fields:</Trans>
+
+                    <ul className="ml-2 mt-1 list-inside list-disc">
+                      {recipientsMissingSignatureFields.map((recipient) => (
+                        <li key={recipient.id}>{recipient.email}</li>
+                      ))}
+                    </ul>
+                  </AlertDescription>
+                ))
+                .exhaustive()}
             </Alert>
 
             <DialogFooter>

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

@@ -0,0 +1,220 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { DownloadIcon, FileTextIcon } from 'lucide-react';
+
+import { downloadFile } from '@documenso/lib/client-only/download-file';
+import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'title' | 'order'> & {
+  documentData: DocumentData;
+};
+
+type EnvelopeDownloadDialogProps = {
+  envelopeId: string;
+  envelopeStatus: DocumentStatus;
+  envelopeItems?: EnvelopeItemToDownload[];
+
+  /**
+   * The recipient token to download the document.
+   *
+   * If not provided, it will be assumed that the current user can access the document.
+   */
+  token?: string;
+  trigger: React.ReactNode;
+};
+
+export const EnvelopeDownloadDialog = ({
+  envelopeId,
+  envelopeStatus,
+  envelopeItems: initialEnvelopeItems,
+  token,
+  trigger,
+}: EnvelopeDownloadDialogProps) => {
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [open, setOpen] = useState(false);
+
+  const [isDownloadingState, setIsDownloadingState] = useState<{
+    [envelopeItemIdAndVersion: string]: boolean;
+  }>({});
+
+  const generateDownloadKey = (envelopeItemId: string, version: 'original' | 'signed') =>
+    `${envelopeItemId}-${version}`;
+
+  const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
+    trpc.envelope.item.getManyByToken.useQuery(
+      {
+        envelopeId,
+        access: token ? { type: 'recipient', token } : { type: 'user' },
+      },
+      {
+        initialData: initialEnvelopeItems ? { envelopeItems: initialEnvelopeItems } : undefined,
+        enabled: open,
+      },
+    );
+
+  const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
+
+  const onDownload = async (
+    envelopeItem: EnvelopeItemToDownload,
+    version: 'original' | 'signed',
+  ) => {
+    const { id: envelopeItemId } = envelopeItem;
+
+    if (isDownloadingState[generateDownloadKey(envelopeItemId, version)]) {
+      return;
+    }
+
+    setIsDownloadingState((prev) => ({
+      ...prev,
+      [generateDownloadKey(envelopeItemId, version)]: true,
+    }));
+
+    try {
+      const data = await getFile({
+        type: envelopeItem.documentData.type,
+        data:
+          version === 'signed'
+            ? envelopeItem.documentData.data
+            : envelopeItem.documentData.initialData,
+      });
+
+      const blob = new Blob([data], {
+        type: 'application/pdf',
+      });
+
+      const baseTitle = envelopeItem.title.replace(/\.pdf$/, '');
+      const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
+      const filename = `${baseTitle}${suffix}`;
+
+      downloadFile({
+        filename,
+        data: blob,
+      });
+
+      setIsDownloadingState((prev) => ({
+        ...prev,
+        [generateDownloadKey(envelopeItemId, version)]: false,
+      }));
+    } catch (error) {
+      setIsDownloadingState((prev) => ({
+        ...prev,
+        [generateDownloadKey(envelopeItemId, version)]: false,
+      }));
+
+      console.error(error);
+
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be downloaded at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Download Files</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <Trans>Select the files you would like to download.</Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="flex flex-col gap-4">
+          {isLoadingEnvelopeItems ? (
+            <>
+              {Array.from({ length: 2 }).map((_, index) => (
+                <div
+                  key={index}
+                  className="border-border bg-card flex items-center gap-2 rounded-lg border p-4"
+                >
+                  <Skeleton className="h-10 w-10 flex-shrink-0 rounded-lg" />
+
+                  <div className="flex w-full flex-col gap-2">
+                    <Skeleton className="h-4 w-28 rounded-lg" />
+                    <Skeleton className="h-4 w-20 rounded-lg" />
+                  </div>
+
+                  <Skeleton className="h-10 w-20 flex-shrink-0 rounded-lg" />
+                </div>
+              ))}
+            </>
+          ) : (
+            envelopeItems.map((item) => (
+              <div
+                key={item.id}
+                className="border-border bg-card hover:bg-accent/50 flex items-center gap-4 rounded-lg border p-4 transition-colors"
+              >
+                <div className="flex-shrink-0">
+                  <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
+                    <FileTextIcon className="text-primary h-5 w-5" />
+                  </div>
+                </div>
+
+                <div className="min-w-0 flex-1">
+                  <h4 className="text-foreground truncate text-sm font-medium">{item.title}</h4>
+                  <p className="text-muted-foreground mt-0.5 text-xs">
+                    <Trans>PDF Document</Trans>
+                  </p>
+                </div>
+
+                <div className="flex flex-shrink-0 items-center gap-2">
+                  <Button
+                    variant="outline"
+                    size="sm"
+                    className="text-xs"
+                    onClick={async () => onDownload(item, 'original')}
+                    loading={isDownloadingState[generateDownloadKey(item.id, 'original')]}
+                  >
+                    {!isDownloadingState[generateDownloadKey(item.id, 'original')] && (
+                      <DownloadIcon className="mr-2 h-4 w-4" />
+                    )}
+                    <Trans>Original</Trans>
+                  </Button>
+
+                  {envelopeStatus === DocumentStatus.COMPLETED && (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="text-xs"
+                      onClick={async () => onDownload(item, 'signed')}
+                      loading={isDownloadingState[generateDownloadKey(item.id, 'signed')]}
+                    >
+                      {!isDownloadingState[generateDownloadKey(item.id, 'signed')] && (
+                        <DownloadIcon className="mr-2 h-4 w-4" />
+                      )}
+                      <Trans>Signed</Trans>
+                    </Button>
+                  )}
+                </div>
+              </div>
+            ))
+          )}
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/sign-field-checkbox-dialog.tsx

@@ -0,0 +1,186 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Plural, Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm, useWatch } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import { z } from 'zod';
+
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
+import { type TCheckboxFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+
+export type SignFieldCheckboxDialogProps = {
+  fieldMeta: TCheckboxFieldMeta;
+  validationRule: '>=' | '=' | '<=';
+  validationLength: number;
+  preselectedIndices: number[];
+};
+
+export const SignFieldCheckboxDialog = createCallable<
+  SignFieldCheckboxDialogProps,
+  number[] | null
+>(({ call, fieldMeta, validationRule, validationLength, preselectedIndices }) => {
+  const ZSignFieldCheckboxFormSchema = z
+    .object({
+      values: z.array(
+        z.object({
+          checked: z.boolean(),
+          value: z.string(),
+        }),
+      ),
+    })
+    .superRefine((data, ctx) => {
+      // Allow unselecting all options if the field is not required even if
+      // validation is not met.
+      if (!fieldMeta.required && data.values.every((value) => !value.checked)) {
+        return;
+      }
+
+      const numberOfSelectedValues = data.values.filter((value) => value.checked).length;
+
+      const isValid = validateCheckboxLength(
+        numberOfSelectedValues,
+        validationRule,
+        validationLength,
+      );
+
+      if (!isValid) {
+        ctx.addIssue({
+          code: z.ZodIssueCode.custom,
+          message: msg`Validation failed`.id,
+        });
+      }
+    });
+
+  const form = useForm<z.infer<typeof ZSignFieldCheckboxFormSchema>>({
+    resolver: zodResolver(ZSignFieldCheckboxFormSchema),
+    defaultValues: {
+      values: (fieldMeta.values || []).map((value, index) => ({
+        checked: preselectedIndices.includes(index) || false,
+        value: value.value,
+      })),
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  return (
+    <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Sign Checkbox Field</Trans>
+          </DialogTitle>
+
+          <DialogDescription
+            className={cn('mt-4', {
+              'text-destructive': Object.keys(form.formState.errors).length > 0,
+            })}
+          >
+            {match(validationRule)
+              .with('>=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select at least # option"
+                  other="Select at least # options"
+                />
+              ))
+              .with('=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select exactly # option"
+                  other="Select exactly # options"
+                />
+              ))
+              .with('<=', () => (
+                <Plural
+                  value={validationLength}
+                  one="Select at most # option"
+                  other="Select at most # options"
+                />
+              ))
+              .exhaustive()}
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form
+            onSubmit={form.handleSubmit((data) =>
+              call.end(
+                data.values
+                  .map((value, i) => (value.checked ? i : null))
+                  .filter((value) => value !== null),
+              ),
+            )}
+          >
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <ul className="space-y-3">
+                {(formValues.values || []).map((value, index) => (
+                  <li key={`checkbox-${index}`}>
+                    <FormField
+                      control={form.control}
+                      name={`values.${index}`}
+                      render={({ field }) => (
+                        <FormItem>
+                          <FormControl>
+                            <div className="flex items-center">
+                              <Checkbox
+                                id={`checkbox-value-${index}`}
+                                className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                                checked={field.value.checked}
+                                onCheckedChange={(checked) => {
+                                  field.onChange({
+                                    ...field.value,
+                                    checked,
+                                  });
+                                }}
+                              />
+
+                              <label
+                                className="text-muted-foreground ml-2 w-full text-sm"
+                                htmlFor={`checkbox-value-${index}`}
+                              >
+                                {value.value}
+                              </label>
+                            </div>
+                          </FormControl>
+                        </FormItem>
+                      )}
+                    />
+                  </li>
+                ))}
+              </ul>
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <Button type="submit">
+                  <Trans>Sign</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+});

apps/remix/app/components/dialogs/sign-field-dropdown-dialog.tsx

@@ -1,40 +1,15 @@
-import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
-import { Trans, useLingui } from '@lingui/react/macro';
+import { useLingui } from '@lingui/react/macro';
 import { createCallable } from 'react-call';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
 
 import type { TDropdownFieldMeta } from '@documenso/lib/types/field-meta';
-import { Button } from '@documenso/ui/primitives/button';
 import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogFooter,
-  DialogHeader,
-  DialogTitle,
-} from '@documenso/ui/primitives/dialog';
-import {
-  Form,
-  FormControl,
-  FormField,
-  FormItem,
-  FormMessage,
-} from '@documenso/ui/primitives/form/form';
-import {
-  Select,
-  SelectContent,
-  SelectItem,
-  SelectTrigger,
-  SelectValue,
-} from '@documenso/ui/primitives/select';
-
-const ZSignFieldDropdownFormSchema = z.object({
-  dropdown: z.string().min(1, { message: msg`Option is required`.id }),
-});
-
-type TSignFieldDropdownFormSchema = z.infer<typeof ZSignFieldDropdownFormSchema>;
+  CommandDialog,
+  CommandEmpty,
+  CommandGroup,
+  CommandInput,
+  CommandItem,
+  CommandList,
+} from '@documenso/ui/primitives/command';
 
 export type SignFieldDropdownDialogProps = {
   fieldMeta: TDropdownFieldMeta;
@@ -46,72 +21,25 @@ export const SignFieldDropdownDialog = createCallable<SignFieldDropdownDialogPro
 
     const values = fieldMeta.values?.map((value) => value.value) ?? [];
 
-    const form = useForm<TSignFieldDropdownFormSchema>({
-      resolver: zodResolver(ZSignFieldDropdownFormSchema),
-      defaultValues: {
-        dropdown: fieldMeta.defaultValue,
-      },
-    });
-
     return (
-      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
-        <DialogContent position="center">
-          <DialogHeader>
-            <DialogTitle>
-              <Trans>Sign Dropdown Field</Trans>
-            </DialogTitle>
-
-            <DialogDescription className="mt-4">
-              <Trans>Select a value to sign into the field</Trans>
-            </DialogDescription>
-          </DialogHeader>
-
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit((data) => call.end(data.dropdown))}>
-              <fieldset
-                className="flex h-full flex-col space-y-4"
-                disabled={form.formState.isSubmitting}
-              >
-                <FormField
-                  control={form.control}
-                  name="dropdown"
-                  render={({ field }) => (
-                    <FormItem>
-                      <FormControl>
-                        <Select {...field} onValueChange={field.onChange}>
-                          <SelectTrigger className="bg-background">
-                            <SelectValue placeholder={t`Select an option`} />
-                          </SelectTrigger>
-
-                          <SelectContent>
-                            {values.map((value, i) => (
-                              <SelectItem key={i} value={value}>
-                                {value}
-                              </SelectItem>
-                            ))}
-                          </SelectContent>
-                        </Select>
-                      </FormControl>
-
-                      <FormMessage />
-                    </FormItem>
-                  )}
-                />
-
-                <DialogFooter>
-                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
-                    <Trans>Cancel</Trans>
-                  </Button>
-
-                  <Button type="submit">
-                    <Trans>Sign</Trans>
-                  </Button>
-                </DialogFooter>
-              </fieldset>
-            </form>
-          </Form>
-        </DialogContent>
-      </Dialog>
+      <CommandDialog
+        position="start"
+        dialogContentClassName="mt-4"
+        open={true}
+        onOpenChange={(value) => (!value ? call.end(null) : null)}
+      >
+        <CommandInput placeholder={t`Select an option`} />
+        <CommandList>
+          <CommandEmpty>No results found.</CommandEmpty>
+          <CommandGroup heading={t`Options`}>
+            {values.map((value, i) => (
+              <CommandItem onSelect={() => call.end(value)} key={i} value={value}>
+                {value}
+              </CommandItem>
+            ))}
+          </CommandGroup>
+        </CommandList>
+      </CommandDialog>
     );
   },
 );

apps/remix/app/components/dialogs/sign-field-email-dialog.tsx

@@ -29,20 +29,22 @@ const ZSignFieldEmailFormSchema = z.object({
 
 type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
 
-export type SignFieldEmailDialogProps = Record<string, never>;
+export type SignFieldEmailDialogProps = {
+  placeholderEmail: string | null;
+};
 
 export const SignFieldEmailDialog = createCallable<SignFieldEmailDialogProps, string | null>(
-  ({ call }) => {
+  ({ call, placeholderEmail }) => {
     const form = useForm<TSignFieldEmailFormSchema>({
       resolver: zodResolver(ZSignFieldEmailFormSchema),
       defaultValues: {
-        email: '',
+        email: placeholderEmail || '',
       },
     });
 
     return (
       <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
-        <DialogContent position="center">
+        <DialogContent>
           <DialogHeader>
             <DialogTitle>
               <Trans>Sign Email</Trans>

apps/remix/app/components/dialogs/sign-field-initials-dialog.tsx

@@ -45,7 +45,7 @@ export const SignFieldInitialsDialog = createCallable<SignFieldInitialsDialogPro
 
     return (
       <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
-        <DialogContent position="center">
+        <DialogContent>
           <DialogHeader>
             <DialogTitle>
               <Trans>Sign Initials</Trans>

apps/remix/app/components/dialogs/sign-field-name-dialog.tsx

@@ -44,7 +44,7 @@ export const SignFieldNameDialog = createCallable<SignFieldNameDialogProps, stri
 
     return (
       <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
-        <DialogContent position="center">
+        <DialogContent>
           <DialogHeader>
             <DialogTitle>
               <Trans>Sign Name</Trans>

apps/remix/app/components/dialogs/sign-field-number-dialog.tsx

@@ -30,7 +30,7 @@ import { Input } from '@documenso/ui/primitives/input';
 
 const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
   let schema = z.coerce.number({
-    invalid_type_error: msg`Please enter a valid number`.id, // Todo: Envelopes - Check that this works
+    invalid_type_error: msg`Please enter a valid number`.id,
   });
 
   const { numberFormat, minValue, maxValue } = fieldMeta;
@@ -55,9 +55,7 @@ const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
         return foundRegex.test(value.toString());
       },
       {
-        message: `Number needs to be formatted as ${numberFormat}`,
-        // Todo: Envelopes
-        // message: msg`Number needs to be formatted as ${numberFormat}`.id,
+        message: msg`Number needs to be formatted as ${numberFormat}`.id,
       },
     );
   }
@@ -86,7 +84,7 @@ export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps,
 
     return (
       <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
-        <DialogContent position="center">
+        <DialogContent>
           <DialogHeader>
             <DialogTitle>
               <Trans>Sign Number Field</Trans>

apps/remix/app/components/dialogs/sign-field-text-dialog.tsx

@@ -50,7 +50,7 @@ export const SignFieldTextDialog = createCallable<SignFieldTextDialogProps, stri
 
     return (
       <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
-        <DialogContent position="center">
+        <DialogContent>
           <DialogHeader>
             <DialogTitle>
               <Trans>Sign Text Field</Trans>

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

@@ -6,7 +6,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { Recipient } from '@prisma/client';
 import { DocumentDistributionMethod, DocumentSigningOrder } from '@prisma/client';
-import { InfoIcon, Plus, Upload, X } from 'lucide-react';
+import { FileTextIcon, InfoIcon, Plus, UploadCloudIcon, X } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import * as z from 'zod';
@@ -16,6 +16,10 @@ import {
   TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
   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 } from '@documenso/lib/errors/app-error';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { trpc } from '@documenso/trpc/react';
@@ -41,6 +45,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { SpinnerBox } from '@documenso/ui/primitives/spinner';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import type { Toast } from '@documenso/ui/primitives/use-toast';
 import { useToast } from '@documenso/ui/primitives/use-toast';
@@ -49,8 +54,13 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
   distributeDocument: z.boolean(),
   useCustomDocument: z.boolean().default(false),
   customDocumentData: z
-    .any()
-    .refine((data) => data instanceof File || data === undefined)
+    .array(
+      z.object({
+        title: z.string(),
+        data: z.instanceof(File).optional(),
+        envelopeItemId: z.string(),
+      }),
+    )
     .optional(),
   recipients: z.array(
     z.object({
@@ -65,6 +75,7 @@ const ZAddRecipientsForNewDocumentSchema = z.object({
 type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
 
 export type TemplateUseDialogProps = {
+  envelopeId: string;
   templateId: number;
   templateSigningOrder?: DocumentSigningOrder | null;
   recipients: Recipient[];
@@ -77,6 +88,7 @@ export function TemplateUseDialog({
   recipients,
   documentDistributionMethod = DocumentDistributionMethod.EMAIL,
   documentRootPath,
+  envelopeId,
   templateId,
   templateSigningOrder,
   trigger,
@@ -93,7 +105,7 @@ export function TemplateUseDialog({
     defaultValues: {
       distributeDocument: false,
       useCustomDocument: false,
-      customDocumentData: undefined,
+      customDocumentData: [],
       recipients: recipients
         .sort((a, b) => (a.signingOrder || 0) - (b.signingOrder || 0))
         .map((recipient) => {
@@ -115,23 +127,50 @@ export function TemplateUseDialog({
     },
   });
 
+  const { replace, fields: localCustomDocumentData } = useFieldArray({
+    control: form.control,
+    name: 'customDocumentData',
+  });
+
+  const { data: response, isLoading: isLoadingEnvelopeItems } = trpc.envelope.item.getMany.useQuery(
+    {
+      envelopeId,
+    },
+    {
+      placeholderData: (previousData) => previousData,
+      ...SKIP_QUERY_BATCH_META,
+      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    },
+  );
+
+  const envelopeItems = response?.envelopeItems ?? [];
+
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();
 
   const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
     try {
-      let customDocumentDataId: string | undefined = undefined;
+      const customFilesToUpload = (data.customDocumentData || []).filter(
+        (item): item is { data: File; envelopeItemId: string; title: string } =>
+          item.data !== undefined && item.envelopeItemId !== undefined && item.title !== undefined,
+      );
 
-      if (data.useCustomDocument && data.customDocumentData) {
-        const customDocumentData = await putPdfFile(data.customDocumentData);
-        customDocumentDataId = customDocumentData.id;
-      }
+      const customDocumentData = await Promise.all(
+        customFilesToUpload.map(async (item) => {
+          const customDocumentData = await putPdfFile(item.data);
 
-      const { id } = await createDocumentFromTemplate({
+          return {
+            documentDataId: customDocumentData.id,
+            envelopeItemId: item.envelopeItemId,
+          };
+        }),
+      );
+
+      const { envelopeId } = await createDocumentFromTemplate({
         templateId,
         recipients: data.recipients,
         distributeDocument: data.distributeDocument,
-        customDocumentDataId,
+        customDocumentData,
       });
 
       toast({
@@ -140,7 +179,7 @@ export function TemplateUseDialog({
         duration: 5000,
       });
 
-      let documentPath = `${documentRootPath}/${id}`;
+      let documentPath = `${documentRootPath}/${envelopeId}`;
 
       if (
         data.distributeDocument &&
@@ -180,6 +219,18 @@ export function TemplateUseDialog({
     }
   }, [open, form]);
 
+  useEffect(() => {
+    if (envelopeItems.length > 0 && localCustomDocumentData.length === 0) {
+      replace(
+        envelopeItems.map((item) => ({
+          title: item.title,
+          data: undefined,
+          envelopeItemId: item.id,
+        })),
+      );
+    }
+  }, [envelopeItems, form, open]);
+
   return (
     <Dialog open={open} onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}>
       <DialogTrigger asChild>
@@ -384,7 +435,6 @@ export function TemplateUseDialog({
                           className="text-muted-foreground ml-2 flex items-center text-sm"
                           htmlFor="useCustomDocument"
                         >
-                          {/* Todo: Envelopes - How will this work? */}
                           <Trans>Upload custom document</Trans>
                           <Tooltip>
                             <TooltipTrigger type="button">
@@ -406,116 +456,133 @@ export function TemplateUseDialog({
                 />
 
                 {form.watch('useCustomDocument') && (
-                  <div className="my-4">
-                    <FormField
-                      control={form.control}
-                      name="customDocumentData"
-                      render={({ field }) => (
-                        <FormItem>
-                          <FormControl>
-                            <div className="w-full space-y-4">
-                              <label
-                                className={cn(
-                                  'text-muted-foreground hover:border-muted-foreground/50 group relative flex min-h-[150px] cursor-pointer flex-col items-center justify-center rounded-lg border border-dashed border-gray-300 px-6 py-10 transition-colors',
-                                  {
-                                    'border-destructive hover:border-destructive':
-                                      form.formState.errors.customDocumentData,
-                                  },
-                                )}
-                              >
-                                <div className="text-center">
-                                  {!field.value && (
-                                    <>
-                                      <Upload className="text-muted-foreground/50 mx-auto h-10 w-10" />
-                                      <div className="mt-4 flex text-sm leading-6">
-                                        <span className="text-muted-foreground relative">
-                                          <Trans>
-                                            <span className="text-primary font-semibold">
-                                              Click to upload
-                                            </span>{' '}
-                                            or drag and drop
-                                          </Trans>
-                                        </span>
-                                      </div>
-                                      <p className="text-muted-foreground/80 text-xs">
-                                        PDF files only
-                                      </p>
-                                    </>
-                                  )}
-
-                                  {field.value && (
-                                    <div className="text-muted-foreground space-y-1">
-                                      <p className="text-sm font-medium">{field.value.name}</p>
-                                      <p className="text-muted-foreground/60 text-xs">
-                                        {(field.value.size / (1024 * 1024)).toFixed(2)} MB
-                                      </p>
+                  <div className="my-4 space-y-2">
+                    {isLoadingEnvelopeItems ? (
+                      <SpinnerBox className="py-16" />
+                    ) : (
+                      localCustomDocumentData.map((item, i) => (
+                        <FormField
+                          key={item.id}
+                          control={form.control}
+                          name={`customDocumentData.${i}.data`}
+                          render={({ field }) => (
+                            <FormItem>
+                              <FormControl>
+                                <div
+                                  key={item.id}
+                                  className="border-border bg-card hover:bg-accent/10 flex items-center gap-4 rounded-lg border p-4 transition-colors"
+                                >
+                                  <div className="flex-shrink-0">
+                                    <div className="bg-primary/10 flex h-10 w-10 items-center justify-center rounded-lg">
+                                      <FileTextIcon className="text-primary h-5 w-5" />
                                     </div>
-                                  )}
-                                </div>
-
-                                <input
-                                  type="file"
-                                  data-testid="template-use-dialog-file-input"
-                                  className="absolute h-full w-full opacity-0"
-                                  accept=".pdf,application/pdf"
-                                  onChange={(e) => {
-                                    const file = e.target.files?.[0];
-
-                                    if (!file) {
-                                      field.onChange(undefined);
-
-                                      return;
-                                    }
-
-                                    if (file.type !== 'application/pdf') {
-                                      form.setError('customDocumentData', {
-                                        type: 'manual',
-                                        message: _(msg`Please select a PDF file`),
-                                      });
-
-                                      return;
-                                    }
-
-                                    if (file.size > APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024) {
-                                      form.setError('customDocumentData', {
-                                        type: 'manual',
-                                        message: _(
-                                          msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
-                                        ),
-                                      });
-
-                                      return;
-                                    }
-
-                                    field.onChange(file);
-                                  }}
-                                />
-
-                                {field.value && (
-                                  <div className="absolute right-2 top-2">
-                                    <Button
-                                      type="button"
-                                      variant="destructive"
-                                      className="h-6 w-6 p-0"
-                                      onClick={(e) => {
-                                        e.preventDefault();
-                                        field.onChange(undefined);
-                                      }}
-                                    >
-                                      <X className="h-4 w-4" />
-                                      <div className="sr-only">
-                                        <Trans>Clear file</Trans>
-                                      </div>
-                                    </Button>
                                   </div>
-                                )}
-                              </label>
-                            </div>
-                          </FormControl>
-                          <FormMessage />
-                        </FormItem>
-                      )}
-                    />
+
+                                  <div className="min-w-0 flex-1">
+                                    <h4 className="text-foreground truncate text-sm font-medium">
+                                      {item.title}
+                                    </h4>
+                                    <p className="text-muted-foreground mt-0.5 text-xs">
+                                      {field.value ? (
+                                        <div>
+                                          <Trans>
+                                            Custom {(field.value.size / (1024 * 1024)).toFixed(2)}{' '}
+                                            MB file
+                                          </Trans>
+                                        </div>
+                                      ) : (
+                                        <Trans>Default file</Trans>
+                                      )}
+                                    </p>
+                                  </div>
+
+                                  <div className="flex flex-shrink-0 items-center gap-2">
+                                    {field.value ? (
+                                      <div className="">
+                                        <Button
+                                          type="button"
+                                          variant="destructive"
+                                          size="sm"
+                                          className="text-xs"
+                                          onClick={(e) => {
+                                            e.preventDefault();
+                                            field.onChange(undefined);
+                                          }}
+                                        >
+                                          <X className="mr-2 h-4 w-4" />
+                                          <Trans>Remove</Trans>
+                                        </Button>
+                                      </div>
+                                    ) : (
+                                      <Button
+                                        type="button"
+                                        variant="outline"
+                                        size="sm"
+                                        className="text-xs"
+                                        onClick={() => {
+                                          const fileInput = document.getElementById(
+                                            `template-use-dialog-file-input-${item.envelopeItemId}`,
+                                          );
+
+                                          if (fileInput instanceof HTMLInputElement) {
+                                            fileInput.click();
+                                          }
+                                        }}
+                                      >
+                                        <UploadCloudIcon className="mr-2 h-4 w-4" />
+                                        <Trans>Upload</Trans>
+                                      </Button>
+                                    )}
+
+                                    <input
+                                      type="file"
+                                      id={`template-use-dialog-file-input-${item.envelopeItemId}`}
+                                      className="hidden"
+                                      accept=".pdf,application/pdf"
+                                      onChange={(e) => {
+                                        const file = e.target.files?.[0];
+
+                                        if (!file) {
+                                          field.onChange(undefined);
+
+                                          return;
+                                        }
+
+                                        if (file.type !== 'application/pdf') {
+                                          form.setError('customDocumentData', {
+                                            type: 'manual',
+                                            message: _(msg`Please select a PDF file`),
+                                          });
+
+                                          return;
+                                        }
+
+                                        if (
+                                          file.size >
+                                          APP_DOCUMENT_UPLOAD_SIZE_LIMIT * 1024 * 1024
+                                        ) {
+                                          form.setError('customDocumentData', {
+                                            type: 'manual',
+                                            message: _(
+                                              msg`File size exceeds the limit of ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT} MB`,
+                                            ),
+                                          });
+
+                                          return;
+                                        }
+
+                                        field.onChange(file);
+                                      }}
+                                    />
+                                  </div>
+                                </div>
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      ))
+                    )}
                   </div>
                 )}
               </div>

apps/remix/app/components/embed/embed-direct-template-client-page.tsx

@@ -37,6 +37,7 @@ import { ZDirectTemplateEmbedDataSchema } from '~/types/embed-direct-template-sc
 import { injectCss } from '~/utils/css-vars';
 
 import type { DirectTemplateLocalField } from '../general/direct-template/direct-template-signing-form';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { EmbedClientLoading } from './embed-client-loading';
 import { EmbedDocumentCompleted } from './embed-document-completed';
@@ -44,6 +45,7 @@ import { EmbedDocumentFields } from './embed-document-fields';
 
 export type EmbedDirectTemplateClientPageProps = {
   token: string;
+  envelopeId: string;
   updatedAt: Date;
   documentData: DocumentData;
   recipient: Recipient;
@@ -55,9 +57,10 @@ export type EmbedDirectTemplateClientPageProps = {
 
 export const EmbedDirectTemplateClientPage = ({
   token,
+  envelopeId,
   updatedAt,
   documentData,
-  recipient: _recipient,
+  recipient,
   fields,
   metadata,
   hidePoweredBy = false,
@@ -321,9 +324,13 @@ export const EmbedDirectTemplateClientPage = ({
   }
 
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
+      <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+        <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={recipient.token} />
+      </div>
+
       <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
         {/* Viewer */}
         <div className="flex-1">

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

@@ -37,6 +37,7 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { injectCss } from '~/utils/css-vars';
 
 import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-schema';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
 import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
@@ -48,6 +49,7 @@ import { EmbedDocumentRejected } from './embed-document-rejected';
 export type EmbedSignDocumentClientPageProps = {
   token: string;
   documentId: number;
+  envelopeId: string;
   documentData: DocumentData;
   recipient: RecipientWithFields;
   fields: Field[];
@@ -62,6 +64,7 @@ export type EmbedSignDocumentClientPageProps = {
 export const EmbedSignDocumentClientPage = ({
   token,
   documentId,
+  envelopeId,
   documentData,
   recipient,
   fields,
@@ -274,15 +277,17 @@ export const EmbedSignDocumentClientPage = ({
       <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
         {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-        {allowDocumentRejection && (
-          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+        <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+          <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={token} />
+
+          {allowDocumentRejection && (
             <DocumentSigningRejectDialog
               documentId={documentId}
               token={token}
               onRejected={onDocumentRejected}
             />
-          </div>
-        )}
+          )}
+        </div>
 
         <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
           {/* Viewer */}

apps/remix/app/components/forms/editor/constants.ts

@@ -1,31 +0,0 @@
-// export const numberFormatValues = [
-//   {
-//     label: '123,456,789.00',
-//     value: '123,456,789.00',
-//   },
-//   {
-//     label: '123.456.789,00',
-//     value: '123.456.789,00',
-//   },
-//   {
-//     label: '123456,789.00',
-//     value: '123456,789.00',
-//   },
-// ];
-
-export const checkboxValidationRules = ['Select at least', 'Select exactly', 'Select at most'];
-export const checkboxValidationLength = [1, 2, 3, 4, 5, 6, 7, 8, 9, 10];
-export const checkboxValidationSigns = [
-  {
-    label: 'Select at least',
-    value: '>=',
-  },
-  {
-    label: 'Select exactly',
-    value: '=',
-  },
-  {
-    label: 'Select at most',
-    value: '<=',
-  },
-];

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

@@ -1,4 +1,4 @@
-import { useEffect } from 'react';
+import { useEffect, useMemo } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { t } from '@lingui/core/macro';
@@ -7,11 +7,19 @@ import { PlusIcon, Trash } from 'lucide-react';
 import { useForm, useWatch } from 'react-hook-form';
 import { z } from 'zod';
 
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
 import {
   type TCheckboxFieldMeta as CheckboxFieldMeta,
+  DEFAULT_FIELD_FONT_SIZE,
   ZCheckboxFieldMeta,
 } from '@documenso/lib/types/field-meta';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  checkboxValidationLength,
+  checkboxValidationRules,
+  checkboxValidationSigns,
+} from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
 import {
   Form,
   FormControl,
@@ -30,8 +38,8 @@ import {
 } from '@documenso/ui/primitives/select';
 import { Separator } from '@documenso/ui/primitives/separator';
 
-import { checkboxValidationLength, checkboxValidationRules } from './constants';
 import {
+  EditorGenericFontSizeField,
   EditorGenericReadOnlyField,
   EditorGenericRequiredField,
 } from './editor-field-generic-field-forms';
@@ -44,6 +52,7 @@ const ZCheckboxFieldFormSchema = ZCheckboxFieldMeta.pick({
   required: true,
   values: true,
   readOnly: true,
+  fontSize: true,
 })
   .extend({
     validationLength: z.coerce.number().optional(),
@@ -90,6 +99,7 @@ export const EditorFieldCheckboxForm = ({
       values: value.values || [{ id: 1, checked: false, value: '' }],
       required: value.required || false,
       readOnly: value.readOnly || false,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
     },
   });
 
@@ -99,13 +109,17 @@ export const EditorFieldCheckboxForm = ({
     control,
   });
 
-  const addValue = () => {
+  const addValue = (numberOfValues: number = 1) => {
     const currentValues = form.getValues('values') || [];
-    const newId =
-      currentValues.length > 0 ? Math.max(...currentValues.map((val) => val.id)) + 1 : 1;
+    const currentMaxId = Math.max(...currentValues.map((val) => val.id));
 
-    const newValues = [...currentValues, { id: newId, checked: false, value: '' }];
-    form.setValue('values', newValues);
+    const newValues = Array.from({ length: numberOfValues }, (_, index) => ({
+      id: currentMaxId + index + 1,
+      checked: false,
+      value: '',
+    }));
+
+    form.setValue('values', [...currentValues, ...newValues]);
   };
 
   const removeValue = (index: number) => {
@@ -132,10 +146,34 @@ export const EditorFieldCheckboxForm = ({
     }
   }, [formValues]);
 
+  const isValidationRuleMetForPreselectedValues = useMemo(() => {
+    const preselectedValues = (formValues.values || [])?.filter((value) => value.checked);
+
+    if (formValues.validationLength && formValues.validationRule && preselectedValues.length > 0) {
+      const validationRule = checkboxValidationSigns.find(
+        (sign) => sign.label === formValues.validationRule,
+      );
+
+      if (!validationRule) {
+        return false;
+      }
+
+      return validateCheckboxLength(
+        preselectedValues.length,
+        validationRule.value,
+        formValues.validationLength,
+      );
+    }
+
+    return true;
+  }, [formValues]);
+
   return (
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
           <FormField
             control={form.control}
             name="direction"
@@ -202,7 +240,25 @@ export const EditorFieldCheckboxForm = ({
                     <FormControl>
                       <Select
                         value={field.value ? String(field.value) : ''}
-                        onValueChange={field.onChange}
+                        onValueChange={(value) => {
+                          const validationNumber = Number(value);
+
+                          const currentValues = formValues.values || [];
+
+                          const minimumNumberOfValuesRequired =
+                            validationNumber - currentValues.length;
+
+                          if (!formValues.validationRule) {
+                            form.setValue('validationRule', checkboxValidationRules[0]);
+                          }
+
+                          if (minimumNumberOfValuesRequired > 0) {
+                            addValue(minimumNumberOfValuesRequired);
+                          }
+
+                          field.onChange(validationNumber);
+                          void form.trigger();
+                        }}
                       >
                         <SelectTrigger className="text-muted-foreground bg-background mt-5 w-full">
                           <SelectValue placeholder={t`Pick a number`} />
@@ -239,7 +295,7 @@ export const EditorFieldCheckboxForm = ({
                 <Trans>Checkbox values</Trans>
               </p>
 
-              <button type="button" onClick={addValue}>
+              <button type="button" onClick={() => addValue()}>
                 <PlusIcon className="h-4 w-4" />
               </button>
             </div>
@@ -285,6 +341,16 @@ export const EditorFieldCheckboxForm = ({
                 </li>
               ))}
             </ul>
+
+            {!isValidationRuleMetForPreselectedValues && (
+              <Alert variant="warning">
+                <AlertDescription>
+                  <Trans>
+                    The preselected values will be ignored unless they meet the validation criteria.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+            )}
           </section>
         </fieldset>
       </form>

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

@@ -8,7 +8,10 @@ import { PlusIcon, Trash } from 'lucide-react';
 import { useForm, useWatch } from 'react-hook-form';
 import { z } from 'zod';
 
-import { type TDropdownFieldMeta as DropdownFieldMeta } from '@documenso/lib/types/field-meta';
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TDropdownFieldMeta as DropdownFieldMeta,
+} from '@documenso/lib/types/field-meta';
 import {
   Form,
   FormControl,
@@ -28,56 +31,50 @@ import {
 import { Separator } from '@documenso/ui/primitives/separator';
 
 import {
+  EditorGenericFontSizeField,
   EditorGenericReadOnlyField,
   EditorGenericRequiredField,
 } from './editor-field-generic-field-forms';
 
-const ZDropdownFieldFormSchema = z
-  .object({
-    defaultValue: z.string().optional(),
-    values: z
-      .object({
-        value: z.string().min(1, {
-          message: msg`Option value cannot be empty`.id,
-        }),
-      })
-      .array()
-      .min(1, {
-        message: msg`Dropdown must have at least one option`.id,
-      })
-      .refine(
-        (data) => {
-          // Todo: Envelopes - This doesn't work.
-          console.log({
-            data,
-          });
+const ZDropdownFieldFormSchema = z.object({
+  defaultValue: z.string().optional(),
+  values: z
+    .object({
+      value: z.string().min(1, {
+        message: msg`Option value cannot be empty`.id,
+      }),
+    })
+    .array()
+    .min(1, {
+      message: msg`Dropdown must have at least one option`.id,
+    })
+    .superRefine((values, ctx) => {
+      const seen = new Map<string, number[]>(); // value → indices
 
-          if (data) {
-            const values = data.map((item) => item.value);
-            return new Set(values).size === values.length;
+      values.forEach((item, index) => {
+        const key = item.value;
+        if (!seen.has(key)) {
+          seen.set(key, []);
+        }
+        seen.get(key)!.push(index);
+      });
+
+      for (const [key, indices] of seen) {
+        if (indices.length > 1 && key.trim() !== '') {
+          for (const i of indices) {
+            ctx.addIssue({
+              code: z.ZodIssueCode.custom,
+              message: msg`Duplicate values are not allowed`.id,
+              path: [i, 'value'],
+            });
           }
-          return true;
-        },
-        {
-          message: 'Duplicate values are not allowed',
-        },
-      ),
-    required: z.boolean().optional(),
-    readOnly: z.boolean().optional(),
-  })
-  .refine(
-    (data) => {
-      // Default value must be one of the available options
-      if (data.defaultValue && data.values) {
-        return data.values.some((item) => item.value === data.defaultValue);
+        }
       }
-      return true;
-    },
-    {
-      message: 'Default value must be one of the available options',
-      path: ['defaultValue'],
-    },
-  );
+    }),
+  required: z.boolean().optional(),
+  readOnly: z.boolean().optional(),
+  fontSize: z.number().optional(),
+});
 
 type TDropdownFieldFormSchema = z.infer<typeof ZDropdownFieldFormSchema>;
 
@@ -102,6 +99,7 @@ export const EditorFieldDropdownForm = ({
       values: value.values || [{ value: 'Option 1' }],
       required: value.required || false,
       readOnly: value.readOnly || false,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
     },
   });
 
@@ -111,7 +109,20 @@ export const EditorFieldDropdownForm = ({
 
   const addValue = () => {
     const currentValues = form.getValues('values') || [];
-    const newValues = [...currentValues, { value: 'New option' }];
+
+    let newValue = 'New option';
+
+    // Iterate to create a unique value
+    for (let i = 0; i < currentValues.length; i++) {
+      newValue = `New option ${i + 1}`;
+      if (currentValues.some((item) => item.value === `New option ${i + 1}`)) {
+        newValue = `New option ${i + 1}`;
+      } else {
+        break;
+      }
+    }
+
+    const newValues = [...currentValues, { value: newValue }];
 
     form.setValue('values', newValues);
   };
@@ -127,6 +138,10 @@ export const EditorFieldDropdownForm = ({
     newValues.splice(index, 1);
 
     form.setValue('values', newValues);
+
+    if (form.getValues('defaultValue') === newValues[index].value) {
+      form.setValue('defaultValue', undefined);
+    }
   };
 
   useEffect(() => {
@@ -140,19 +155,13 @@ export const EditorFieldDropdownForm = ({
     }
   }, [formValues]);
 
-  const { formState } = form;
-
-  useEffect(() => {
-    console.log({
-      errors: formState.errors,
-      formValues,
-    });
-  }, [formState, formState.errors, formValues]);
-
   return (
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          {/* Todo: Envelopes This is buggy. */}
           <FormField
             control={form.control}
             name="defaultValue"
@@ -163,20 +172,25 @@ export const EditorFieldDropdownForm = ({
                 </FormLabel>
                 <FormControl>
                   <Select
-                    // Todo: Envelopes - This is buggy, removing/adding should update the default value.
                     {...field}
-                    value={field.value}
-                    onValueChange={(val) => field.onChange(val)}
+                    value={field.value ?? '-1'}
+                    onValueChange={(value) => field.onChange(value === '-1' ? undefined : value)}
                   >
                     <SelectTrigger className="text-muted-foreground bg-background w-full">
                       <SelectValue placeholder={t`Default Value`} />
                     </SelectTrigger>
                     <SelectContent position="popper">
-                      {(formValues.values || []).map((item, index) => (
-                        <SelectItem key={index} value={item.value || ''}>
-                          {item.value}
-                        </SelectItem>
-                      ))}
+                      {(formValues.values || [])
+                        .filter((item) => item.value)
+                        .map((item, index) => (
+                          <SelectItem key={index} value={item.value || ''}>
+                            {item.value}
+                          </SelectItem>
+                        ))}
+
+                      <SelectItem value={'-1'}>
+                        <Trans>Default Value</Trans>
+                      </SelectItem>
                     </SelectContent>
                   </Select>
                 </FormControl>

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

@@ -130,6 +130,12 @@ export const EditorFieldNumberForm = ({
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
           <EditorGenericLabelField formControl={form.control} />
 
           <FormField
@@ -198,12 +204,6 @@ export const EditorFieldNumberForm = ({
             )}
           />
 
-          <div className="flex w-full flex-row gap-x-4">
-            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
-
-            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
-          </div>
-
           <div className="mt-1">
             <EditorGenericRequiredField formControl={form.control} />
           </div>

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

@@ -1,47 +1,62 @@
 import { useEffect } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import { PlusIcon, Trash } from 'lucide-react';
 import { useForm, useWatch } from 'react-hook-form';
-import { z } from 'zod';
+import type { z } from 'zod';
 
-import { type TRadioFieldMeta as RadioFieldMeta } from '@documenso/lib/types/field-meta';
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TRadioFieldMeta as RadioFieldMeta,
+  ZRadioFieldMeta,
+} from '@documenso/lib/types/field-meta';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
-import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
 import { Separator } from '@documenso/ui/primitives/separator';
 
 import {
+  EditorGenericFontSizeField,
   EditorGenericReadOnlyField,
   EditorGenericRequiredField,
 } from './editor-field-generic-field-forms';
 
-const ZRadioFieldFormSchema = z
-  .object({
-    label: z.string().optional(),
-    values: z
-      .object({ id: z.number(), checked: z.boolean(), value: z.string() })
-      .array()
-      .min(1)
-      .optional(),
-    required: z.boolean().optional(),
-    readOnly: z.boolean().optional(),
-  })
-  .refine(
-    (data) => {
-      // There cannot be more than one checked option
-      if (data.values) {
-        const checkedValues = data.values.filter((option) => option.checked);
-        return checkedValues.length <= 1;
-      }
-      return true;
-    },
-    {
-      message: 'There cannot be more than one checked option',
-      path: ['values'],
-    },
-  );
+const ZRadioFieldFormSchema = ZRadioFieldMeta.pick({
+  label: true,
+  direction: true,
+  values: true,
+  required: true,
+  readOnly: true,
+  fontSize: true,
+}).refine(
+  (data) => {
+    // There cannot be more than one checked option
+    if (data.values) {
+      const checkedValues = data.values.filter((option) => option.checked);
+      return checkedValues.length <= 1;
+    }
+    return true;
+  },
+  {
+    message: 'There cannot be more than one checked option',
+    path: ['values'],
+  },
+);
 
 type TRadioFieldFormSchema = z.infer<typeof ZRadioFieldFormSchema>;
 
@@ -53,9 +68,12 @@ export type EditorFieldRadioFormProps = {
 export const EditorFieldRadioForm = ({
   value = {
     type: 'radio',
+    direction: 'vertical',
   },
   onValueChange,
 }: EditorFieldRadioFormProps) => {
+  const { t } = useLingui();
+
   const form = useForm<TRadioFieldFormSchema>({
     resolver: zodResolver(ZRadioFieldFormSchema),
     mode: 'onChange',
@@ -64,6 +82,8 @@ export const EditorFieldRadioForm = ({
       values: value.values || [{ id: 1, checked: false, value: 'Default value' }],
       required: value.required || false,
       readOnly: value.readOnly || false,
+      direction: value.direction || 'vertical',
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
     },
   });
 
@@ -107,7 +127,37 @@ export const EditorFieldRadioForm = ({
   return (
     <Form {...form}>
       <form>
-        <fieldset className="flex flex-col gap-2 pb-2">
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="direction"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Direction</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select value={field.value} onValueChange={field.onChange}>
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Select direction`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      <SelectItem value="vertical">
+                        <Trans>Vertical</Trans>
+                      </SelectItem>
+                      <SelectItem value="horizontal">
+                        <Trans>Horizontal</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
           <EditorGenericRequiredField formControl={form.control} />
 
           <EditorGenericReadOnlyField formControl={form.control} />

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

@@ -0,0 +1,74 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TSignatureFieldMeta,
+  ZSignatureFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import { EditorGenericFontSizeField } from './editor-field-generic-field-forms';
+
+const ZSignatureFieldFormSchema = ZSignatureFieldMeta.pick({
+  fontSize: true,
+});
+
+type TSignatureFieldFormSchema = z.infer<typeof ZSignatureFieldFormSchema>;
+
+type EditorFieldSignatureFormProps = {
+  value: TSignatureFieldMeta | undefined;
+  onValueChange: (value: TSignatureFieldMeta) => void;
+};
+
+export const EditorFieldSignatureForm = ({
+  value = {
+    type: 'signature',
+  },
+  onValueChange,
+}: EditorFieldSignatureFormProps) => {
+  const form = useForm<TSignatureFieldFormSchema>({
+    resolver: zodResolver(ZSignatureFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZSignatureFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'signature',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <div>
+            <EditorGenericFontSizeField formControl={form.control} />
+            <p className="text-muted-foreground mt-0.5 text-xs">
+              <Trans>The typed signature font size</Trans>
+            </p>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -5,7 +5,10 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import { useForm, useWatch } from 'react-hook-form';
 import { z } from 'zod';
 
-import { type TTextFieldMeta as TextFieldMeta } from '@documenso/lib/types/field-meta';
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TTextFieldMeta as TextFieldMeta,
+} from '@documenso/lib/types/field-meta';
 import {
   Form,
   FormControl,
@@ -69,7 +72,7 @@ export const EditorFieldTextForm = ({
       placeholder: value.placeholder || '',
       text: value.text || '',
       characterLimit: value.characterLimit || 0,
-      fontSize: value.fontSize || 14,
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
       textAlign: value.textAlign || 'left',
       required: value.required || false,
       readOnly: value.readOnly || false,
@@ -98,6 +101,12 @@ export const EditorFieldTextForm = ({
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
           <FormField
             control={form.control}
             name="label"
@@ -173,12 +182,6 @@ export const EditorFieldTextForm = ({
             )}
           />
 
-          <div className="flex w-full flex-row gap-x-4">
-            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
-
-            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
-          </div>
-
           <div className="mt-1">
             <EditorGenericRequiredField formControl={form.control} />
           </div>

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

@@ -70,6 +70,7 @@ export type SignInFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
   oidcProviderLabel?: string;
   returnTo?: string;
@@ -79,6 +80,7 @@ export const SignInForm = ({
   className,
   initialEmail,
   isGoogleSSOEnabled,
+  isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
   oidcProviderLabel,
   returnTo,
@@ -95,6 +97,8 @@ export const SignInForm = ({
     'totp' | 'backup'
   >('totp');
 
+  const hasSocialAuthEnabled = isGoogleSSOEnabled || isMicrosoftSSOEnabled || isOIDCSSOEnabled;
+
   const [isPasskeyLoading, setIsPasskeyLoading] = useState(false);
 
   const redirectPath = useMemo(() => {
@@ -271,6 +275,22 @@ export const SignInForm = ({
     }
   };
 
+  const onSignInWithMicrosoftClick = async () => {
+    try {
+      await authClient.microsoft.signIn({
+        redirectPath,
+      });
+    } catch (err) {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to sign you In. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onSignInWithOIDCClick = async () => {
     try {
       await authClient.oidc.signIn({
@@ -363,7 +383,7 @@ export const SignInForm = ({
             {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
           </Button>
 
-          {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
+          {hasSocialAuthEnabled && (
             <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
               <div className="bg-border h-px flex-1" />
               <span className="text-muted-foreground bg-transparent">
@@ -387,6 +407,20 @@ export const SignInForm = ({
             </Button>
           )}
 
+          {isMicrosoftSSOEnabled && (
+            <Button
+              type="button"
+              size="lg"
+              variant="outline"
+              className="bg-background text-muted-foreground border"
+              disabled={isSubmitting}
+              onClick={onSignInWithMicrosoftClick}
+            >
+              <img className="mr-2 h-4 w-4" alt="Microsoft Logo" src={'/static/microsoft.svg'} />
+              Microsoft
+            </Button>
+          )}
+
           {isOIDCSSOEnabled && (
             <Button
               type="button"

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

@@ -66,6 +66,7 @@ export type SignUpFormProps = {
   className?: string;
   initialEmail?: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
 };
 
@@ -73,6 +74,7 @@ export const SignUpForm = ({
   className,
   initialEmail,
   isGoogleSSOEnabled,
+  isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
 }: SignUpFormProps) => {
   const { _ } = useLingui();
@@ -84,6 +86,8 @@ export const SignUpForm = ({
 
   const utmSrc = searchParams.get('utm_source') ?? null;
 
+  const hasSocialAuthEnabled = isGoogleSSOEnabled || isMicrosoftSSOEnabled || isOIDCSSOEnabled;
+
   const form = useForm<TSignUpFormSchema>({
     values: {
       name: '',
@@ -148,6 +152,20 @@ export const SignUpForm = ({
     }
   };
 
+  const onSignUpWithMicrosoftClick = async () => {
+    try {
+      await authClient.microsoft.signIn();
+    } catch (err) {
+      toast({
+        title: _(msg`An unknown error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to sign you Up. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onSignUpWithOIDCClick = async () => {
     try {
       await authClient.oidc.signIn();
@@ -227,7 +245,7 @@ export const SignUpForm = ({
             <fieldset
               className={cn(
                 'flex h-[550px] w-full flex-col gap-y-4',
-                (isGoogleSSOEnabled || isOIDCSSOEnabled) && 'h-[650px]',
+                hasSocialAuthEnabled && 'h-[650px]',
               )}
               disabled={isSubmitting}
             >
@@ -302,7 +320,7 @@ export const SignUpForm = ({
                 )}
               />
 
-              {(isGoogleSSOEnabled || isOIDCSSOEnabled) && (
+              {hasSocialAuthEnabled && (
                 <>
                   <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
                     <div className="bg-border h-px flex-1" />
@@ -330,6 +348,26 @@ export const SignUpForm = ({
                 </>
               )}
 
+              {isMicrosoftSSOEnabled && (
+                <>
+                  <Button
+                    type="button"
+                    size="lg"
+                    variant={'outline'}
+                    className="bg-background text-muted-foreground border"
+                    disabled={isSubmitting}
+                    onClick={onSignUpWithMicrosoftClick}
+                  >
+                    <img
+                      className="mr-2 h-4 w-4"
+                      alt="Microsoft Logo"
+                      src={'/static/microsoft.svg'}
+                    />
+                    <Trans>Sign Up with Microsoft</Trans>
+                  </Button>
+                </>
+              )}
+
               {isOIDCSSOEnabled && (
                 <>
                   <Button

apps/remix/app/components/forms/subscription-claim-form.tsx

@@ -39,6 +39,7 @@ export const SubscriptionClaimForm = ({
       name: subscriptionClaim.name,
       teamCount: subscriptionClaim.teamCount,
       memberCount: subscriptionClaim.memberCount,
+      envelopeItemCount: subscriptionClaim.envelopeItemCount,
       flags: subscriptionClaim.flags,
     },
   });
@@ -111,6 +112,30 @@ export const SubscriptionClaimForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="envelopeItemCount"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Envelope Item Count</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={1}
+                    {...field}
+                    onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                  />
+                </FormControl>
+                <FormDescription>
+                  <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+                </FormDescription>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
           <div>
             <FormLabel>
               <Trans>Feature Flags</Trans>

apps/remix/app/components/general/branding-logo-icon.tsx

@@ -0,0 +1,17 @@
+import type { SVGAttributes } from 'react';
+
+export type LogoProps = SVGAttributes<SVGSVGElement>;
+
+export const BrandingLogoIcon = ({ ...props }: LogoProps) => {
+  return (
+    <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 84 84" {...props}>
+      <g fill="currentColor">
+        <path d="M35.53 12.152c-.968.879-2.038 1.91-3.261 3.118a4.55 4.55 0 0 1-2.722.97l-4.098.079 1.194-1.194C33.883 7.885 37.502 4.265 42 4.265s8.118 3.62 15.357 10.86l1.192 1.192-3.957-.075a4.55 4.55 0 0 1-3.004-1.209l-2.373-2.194a69 69 0 0 0-.66-.61l-.128-.119h-.002a35 35 0 0 0-2.244-1.892C44.17 8.684 43 8.338 42 8.338s-2.17.346-4.18 1.88a35 35 0 0 0-2.275 1.92zM71.77 35.444a69 69 0 0 0-.608-.658l-2.196-2.374a4.55 4.55 0 0 1-1.208-3.002l-.077-3.961 1.194 1.194c7.24 7.24 10.86 10.859 10.86 15.357s-3.62 8.118-10.86 15.357l-1.194 1.194.077-3.961a4.55 4.55 0 0 1 1.209-3.002l2.195-2.373q.315-.338.609-.66l.119-.128v-.002a35 35 0 0 0 1.892-2.244c1.534-2.01 1.88-3.18 1.88-4.181s-.346-2.17-1.88-4.18a35 35 0 0 0-1.892-2.245v-.002zM48.51 71.813q.362-.33.747-.69l2.331-2.157a4.55 4.55 0 0 1 3.003-1.208l3.959-.076-1.193 1.193c-7.24 7.24-10.859 10.86-15.357 10.86s-8.118-3.62-15.357-10.86l-1.194-1.194 3.97.076a4.55 4.55 0 0 1 2.991 1.2l1.601 1.47c1.461 1.4 2.69 2.502 3.808 3.355 2.01 1.534 3.18 1.88 4.181 1.88s2.17-.346 4.18-1.88a35 35 0 0 0 2.275-1.92zM12.156 48.476q.364.4.763.825l2.115 2.287a4.55 4.55 0 0 1 1.209 3.002l.076 3.961-1.194-1.194C7.885 50.117 4.265 46.498 4.265 42s3.62-8.118 10.86-15.357l1.193-1.193-.075 3.959a4.55 4.55 0 0 1-1.21 3.004l-2.18 2.357q-.325.346-.626.676l-.117.127v.002a35 35 0 0 0-1.892 2.244C8.684 39.83 8.338 41 8.338 42s.346 2.17 1.88 4.18a35 35 0 0 0 1.92 2.275z" />
+        <path d="m12.138 35.543 2.896-3.13a4.55 4.55 0 0 0 1.186-2.626c.012-1.61.038-3.013.096-4.254l.003-.17.006-.005c.053-1.072.131-2.021.246-2.875.337-2.506.92-3.578 1.627-4.286s1.78-1.29 4.285-1.626c.87-.117 1.838-.196 2.935-.25l.002-.002h.06c1.285-.062 2.746-.089 4.43-.1a4.55 4.55 0 0 0 2.711-1.257l2.923-2.825h-1.688c-10.238 0-15.357 0-18.538 3.18-3.18 3.181-3.18 8.3-3.18 18.539zM12.138 48.456v1.688c0 10.239 0 15.358 3.18 18.538s8.3 3.18 18.538 3.18h16.289c10.238 0 15.357 0 18.538-3.18 3.18-3.18 3.18-8.3 3.18-18.537v-1.69l-2.897 3.133a4.55 4.55 0 0 0-1.185 2.618c-.012 1.645-.039 3.075-.1 4.335v.04h-.001a35 35 0 0 1-.25 2.936c-.337 2.506-.92 3.578-1.627 4.286s-1.78 1.29-4.285 1.626c-.855.115-1.804.194-2.876.247l-.005.005-.149.003c-1.246.058-2.658.085-4.277.097-.976.1-1.897.515-2.623 1.185l-3.132 2.897H35.573l-3.163-2.906a4.55 4.55 0 0 0-2.61-1.176 110 110 0 0 1-4.324-.1h-.056l-.002-.002a35 35 0 0 1-2.935-.25c-2.505-.336-3.578-.919-4.285-1.626-.708-.708-1.29-1.78-1.627-4.286a35 35 0 0 1-.25-2.935l-.002-.002-.001-.075c-.06-1.251-.086-2.668-.098-4.296a4.55 4.55 0 0 0-1.186-2.621zM67.781 29.794a4.55 4.55 0 0 0 1.185 2.618l2.897 3.132v-1.688c0-10.239 0-15.358-3.18-18.538s-8.3-3.18-18.538-3.18h-1.689l3.132 2.895a4.55 4.55 0 0 0 2.627 1.186c1.6.012 2.997.038 4.232.096l.247.004.008.008a34 34 0 0 1 2.816.244c2.505.337 3.578.919 4.285 1.626.708.708 1.29 1.78 1.627 4.286.117.87.196 1.839.25 2.936l.001.04c.061 1.26.088 2.69.1 4.335M38.91 23.96l-2.747 2.33a2.9 2.9 0 0 1-1.747.689l-4.597.214 2.397-2.397c4.627-4.627 6.94-6.94 9.815-6.94s5.188 2.313 9.815 6.94l2.383 2.382-4.662-.202a2.9 2.9 0 0 1-1.773-.703l-2.074-1.789c-.728-.685-1.345-1.226-1.908-1.656-1.154-.88-1.592-.9-1.78-.9-.19 0-.627.02-1.781.9l-.055.042h-.003l-.027.023c-.387.3-.8.652-1.257 1.067" />
+        <path d="M61.023 39.995c-.785-.992-1.911-2.163-3.542-3.803a2.9 2.9 0 0 1-.44-1.426l-.202-4.977 2.369 2.368c4.627 4.627 6.94 6.94 6.94 9.815s-2.313 5.188-6.94 9.815l-2.382 2.381.23-4.757a2.9 2.9 0 0 1 .727-1.787l1.742-1.968a28 28 0 0 0 1.387-1.569l.215-.242v-.03l.049-.062c.88-1.154.9-1.592.9-1.781 0-.19-.02-.627-.9-1.78l-.049-.064v-.024zM22.946 40.124l3.175-3.454c.45-.489.719-1.117.762-1.78l.175-2.71c.027-.86.071-1.584.144-2.216l.012-.192.013-.013.009-.065c.193-1.438.488-1.762.622-1.896s.457-.429 1.896-.622c.461-.062.974-.106 1.555-.138l3.9-.385a2.9 2.9 0 0 0 1.678-.75l3.296-3.017h-3.357c-6.543 0-9.815 0-11.847 2.033-1.732 1.732-1.988 4.363-2.026 9.15q-.009 1.246-.007 2.698v3.356" />
+        <path d="M22.946 43.82v3.357c0 .97 0 1.866.006 2.698.038 4.787.295 7.418 2.027 9.15 1.731 1.732 4.362 1.988 9.15 2.026q1.246.009 2.697.007h10.411q1.45.002 2.697-.007c4.788-.038 7.419-.294 9.15-2.026 2.033-2.033 2.033-5.304 2.033-11.848V43.81l-3.384 3.67a2.9 2.9 0 0 0-.69 1.29c-.006 2.38-.038 4.033-.193 5.306l-.002.068-.008.008-.012.098c-.194 1.438-.489 1.762-.623 1.896-.133.133-.457.429-1.895.622l-.099.013-.008.008-.114.007c-.724.086-1.57.133-2.602.159l-2.32.141c-.661.04-1.288.305-1.778.75l-3.538 3.212h-3.697l-3.536-3.306a2.9 2.9 0 0 0-1.69-.769q-.41 0-.79-.004c-1.906-.016-3.288-.063-4.384-.21-1.439-.194-1.762-.49-1.896-.623-.134-.134-.429-.458-.622-1.896l-.009-.065-.012-.013-.002-.027-.004-.108c-.13-1.084-.171-2.442-.185-4.283l-.02-.472a2.9 2.9 0 0 0-.755-1.833zM57.01 32.35l.19 2.586c.049.652.315 1.27.757 1.751l3.16 3.447v-3.367c0-6.544 0-9.815-2.032-11.848s-5.305-2.033-11.848-2.033H43.85l3.391 3.09c.475.432 1.08.696 1.721.748l3.933.322q.562.033 1.045.085l.29.024.013.012.066.01c1.438.192 1.762.488 1.895.621.134.134.43.458.623 1.896.098.733.152 1.595.182 2.655" />
+        <path d="m27.226 54.158-.013-.013.002.027.012.013zM29.849 56.78l4.289.199c-1.852-.015-3.208-.06-4.29-.198M27.044 49.476a3 3 0 0 0-.08-.57 3 3 0 0 1 .04.376l.02.472c.014 1.84.056 3.2.185 4.283l.004.108.013.013zM17.915 41.972c0 2.45 1.679 4.491 5.038 7.903q-.009-1.246-.007-2.698v-3.344l-.007-.008v-.005l-.052-.068c-.88-1.153-.9-1.59-.9-1.78s.02-.627.9-1.78l.059-.077v-3.348q-.001-1.452.006-2.698c-3.358 3.412-5.037 5.454-5.037 7.903M40.25 61.116l-.048-.037h-.01l-.022-.021h-3.344q-1.45.002-2.697-.007c3.412 3.358 5.453 5.038 7.902 5.038 2.45 0 4.491-1.68 7.903-5.038q-1.246.009-2.697.007h-3.35l-.075.058c-1.154.88-1.592.9-1.78.9-.19 0-.627-.02-1.781-.9" />
+      </g>
+    </svg>
+  );
+};

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

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

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

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

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

@@ -0,0 +1,83 @@
+import { Trans } from '@lingui/react/macro';
+import { ExternalLink, PaperclipIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+
+export type DocumentSigningAttachmentsPopoverProps = {
+  envelopeId: string;
+  token: string;
+  trigger?: React.ReactNode;
+};
+
+export const DocumentSigningAttachmentsPopover = ({
+  envelopeId,
+  token,
+  trigger,
+}: DocumentSigningAttachmentsPopoverProps) => {
+  const { data: attachments } = trpc.envelope.attachment.find.useQuery({
+    envelopeId,
+    token,
+  });
+
+  if (!attachments || attachments.data.length === 0) {
+    return null;
+  }
+
+  return (
+    <Popover>
+      <PopoverTrigger asChild>
+        {trigger ?? (
+          <Button variant="outline" className="gap-2">
+            <PaperclipIcon className="h-4 w-4" />
+            <span>
+              <Trans>Attachments</Trans>{' '}
+              {attachments && attachments.data.length > 0 && (
+                <span className="ml-1">({attachments.data.length})</span>
+              )}
+            </span>
+          </Button>
+        )}
+      </PopoverTrigger>
+
+      <PopoverContent className="w-96" align="start">
+        <div className="space-y-4">
+          <div>
+            <h4 className="font-medium">
+              <Trans>Attachments</Trans>
+            </h4>
+            <p className="text-muted-foreground mt-1 text-sm">
+              <Trans>Documents and resources related to this envelope.</Trans>
+            </p>
+          </div>
+
+          <div className="space-y-2">
+            {attachments?.data.map((attachment) => (
+              <a
+                key={attachment.id}
+                href={attachment.data}
+                title={attachment.data}
+                target="_blank"
+                rel="noopener noreferrer"
+                className="border-border hover:bg-muted/50 group flex items-center justify-between rounded-md border px-3 py-2.5 transition duration-200"
+              >
+                <div className="flex flex-1 items-center gap-2.5">
+                  <div className="bg-muted rounded p-2">
+                    <PaperclipIcon className="h-4 w-4" />
+                  </div>
+
+                  <span className="text-muted-foreground hover:text-foreground block truncate text-sm underline">
+                    {attachment.label}
+                  </span>
+                </div>
+
+                <ExternalLink className="h-4 w-4 opacity-0 transition duration-200 group-hover:opacity-100" />
+              </a>
+            ))}
+          </div>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

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

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

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

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

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

@@ -1,7 +1,7 @@
 import { useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import type { Field, Recipient } from '@prisma/client';
 import { RecipientRole } from '@prisma/client';
 import { useForm } from 'react-hook-form';
@@ -18,7 +18,9 @@ import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
   DialogContent,
+  DialogDescription,
   DialogFooter,
+  DialogHeader,
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
@@ -45,6 +47,7 @@ export type DocumentSigningCompleteDialogProps = {
   onSignatureComplete: (
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
+    directRecipient?: { name: string; email: string },
   ) => void | Promise<void>;
   recipient: Pick<Recipient, 'name' | 'email' | 'role' | 'token'>;
   disabled?: boolean;
@@ -53,6 +56,12 @@ export type DocumentSigningCompleteDialogProps = {
     name: string;
     email: string;
   };
+  directTemplatePayload?: {
+    name: string;
+    email: string;
+  };
+  buttonSize?: 'sm' | 'lg';
+  position?: 'start' | 'end' | 'center';
 };
 
 const ZNextSignerFormSchema = z.object({
@@ -63,6 +72,13 @@ const ZNextSignerFormSchema = z.object({
 
 type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
 
+const ZDirectRecipientFormSchema = z.object({
+  name: z.string(),
+  email: z.string().email('Invalid email address'),
+});
+
+type TDirectRecipientFormSchema = z.infer<typeof ZDirectRecipientFormSchema>;
+
 export const DocumentSigningCompleteDialog = ({
   isSubmitting,
   documentTitle,
@@ -72,15 +88,19 @@ export const DocumentSigningCompleteDialog = ({
   recipient,
   disabled = false,
   allowDictateNextSigner = false,
+  directTemplatePayload,
   defaultNextSigner,
+  buttonSize = 'lg',
+  position,
 }: DocumentSigningCompleteDialogProps) => {
+  const { t } = useLingui();
+
   const [showDialog, setShowDialog] = useState(false);
-  const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
 
   const [showTwoFactorForm, setShowTwoFactorForm] = useState(false);
   const [twoFactorValidationError, setTwoFactorValidationError] = useState<string | null>(null);
 
-  const { derivedRecipientAccessAuth, user } = useRequiredDocumentSigningAuthContext();
+  const { derivedRecipientAccessAuth } = useRequiredDocumentSigningAuthContext();
 
   const form = useForm<TNextSignerFormSchema>({
     resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
@@ -90,6 +110,14 @@ export const DocumentSigningCompleteDialog = ({
     },
   });
 
+  const directRecipientForm = useForm<TDirectRecipientFormSchema>({
+    resolver: zodResolver(ZDirectRecipientFormSchema),
+    defaultValues: {
+      name: directTemplatePayload?.name ?? '',
+      email: directTemplatePayload?.email ?? '',
+    },
+  });
+
   const isComplete = useMemo(() => !fieldsContainUnsignedRequiredField(fields), [fields]);
 
   const completionRequires2FA = useMemo(
@@ -109,12 +137,23 @@ export const DocumentSigningCompleteDialog = ({
       });
     }
 
-    setIsEditingNextSigner(false);
     setShowDialog(open);
   };
 
   const onFormSubmit = async (data: TNextSignerFormSchema) => {
     try {
+      let directRecipient: { name: string; email: string } | undefined;
+
+      if (directTemplatePayload && !directTemplatePayload.email) {
+        const isFormValid = await directRecipientForm.trigger();
+
+        if (!isFormValid) {
+          return;
+        }
+
+        directRecipient = directRecipientForm.getValues();
+      }
+
       // Check if 2FA is required
       if (completionRequires2FA && !data.accessAuthOptions) {
         setShowTwoFactorForm(true);
@@ -126,7 +165,7 @@ export const DocumentSigningCompleteDialog = ({
           ? { name: data.name, email: data.email }
           : undefined;
 
-      await onSignatureComplete(nextSigner, data.accessAuthOptions);
+      await onSignatureComplete(nextSigner, data.accessAuthOptions, directRecipient);
     } catch (error) {
       const err = AppError.parseError(error);
 
@@ -152,21 +191,19 @@ export const DocumentSigningCompleteDialog = ({
     void form.handleSubmit(onFormSubmit)();
   };
 
-  const isNextSignerValid = !allowDictateNextSigner || (form.watch('name') && form.watch('email'));
-
   return (
     <Dialog open={showDialog} onOpenChange={handleOpenChange}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
           type="button"
-          size="lg"
+          size={buttonSize}
           onClick={fieldsValidated}
           loading={isSubmitting}
           disabled={disabled}
         >
           {match({ isComplete, role: recipient.role })
-            .with({ isComplete: false }, () => <Trans>Next field</Trans>)
+            .with({ isComplete: false }, () => <Trans>Next Field</Trans>)
             .with({ isComplete: true, role: RecipientRole.APPROVER }, () => <Trans>Approve</Trans>)
             .with({ isComplete: true, role: RecipientRole.VIEWER }, () => (
               <Trans>Mark as viewed</Trans>
@@ -176,106 +213,97 @@ export const DocumentSigningCompleteDialog = ({
         </Button>
       </DialogTrigger>
 
-      <DialogContent>
+      <DialogContent position={position}>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Are you sure?</Trans>
+          </DialogTitle>
+          <DialogDescription>
+            <div className="text-muted-foreground max-w-[50ch]">
+              {match(recipient.role)
+                .with(RecipientRole.VIEWER, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete viewing the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.SIGNER, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete signing the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.APPROVER, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete approving the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.ASSISTANT, () => (
+                  <span className="inline-flex flex-wrap">
+                    <Trans>You are about to complete assisting the following document</Trans>
+                  </span>
+                ))
+                .with(RecipientRole.CC, () => null)
+                .exhaustive()}
+            </div>
+          </DialogDescription>
+        </DialogHeader>
+
+        <div className="border-border bg-muted/50 rounded-lg border p-4 text-center">
+          <p className="text-muted-foreground text-sm font-medium">{documentTitle}</p>
+        </div>
+
         {!showTwoFactorForm && (
-          <Form {...form}>
-            <form onSubmit={form.handleSubmit(onFormSubmit)}>
-              <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
-                <DialogTitle>
-                  <div className="text-foreground text-xl font-semibold">
-                    {match(recipient.role)
-                      .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
-                      .with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
-                      .with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
-                      .with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
-                      .with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
-                      .exhaustive()}
+          <>
+            <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
+              {directTemplatePayload && !directTemplatePayload.email && (
+                <Form {...directRecipientForm}>
+                  <div className="mb-4 flex flex-col gap-4">
+                    <div className="flex flex-col gap-4 md:flex-row">
+                      <FormField
+                        control={directRecipientForm.control}
+                        name="name"
+                        render={({ field }) => (
+                          <FormItem className="flex-1">
+                            <FormLabel>
+                              <Trans>Your Name</Trans>
+                            </FormLabel>
+                            <FormControl>
+                              <Input {...field} className="mt-2" placeholder={t`Enter your name`} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={directRecipientForm.control}
+                        name="email"
+                        render={({ field }) => (
+                          <FormItem className="flex-1">
+                            <FormLabel>
+                              <Trans>Your Email</Trans>
+                            </FormLabel>
+                            <FormControl>
+                              <Input
+                                {...field}
+                                type="email"
+                                className="mt-2"
+                                placeholder={t`Enter your email`}
+                              />
+                            </FormControl>
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                    </div>
                   </div>
-                </DialogTitle>
+                </Form>
+              )}
 
-                <div className="text-muted-foreground max-w-[50ch]">
-                  {match(recipient.role)
-                    .with(RecipientRole.VIEWER, () => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete viewing "
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              {documentTitle}
-                            </span>
-                            ".
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))
-                    .with(RecipientRole.SIGNER, () => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete signing "
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              {documentTitle}
-                            </span>
-                            ".
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))
-                    .with(RecipientRole.APPROVER, () => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete approving{' '}
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              "{documentTitle}"
-                            </span>
-                            .
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))
-                    .otherwise(() => (
-                      <span>
-                        <Trans>
-                          <span className="inline-flex flex-wrap">
-                            You are about to complete viewing "
-                            <span className="inline-block max-w-[11rem] truncate align-baseline">
-                              {documentTitle}
-                            </span>
-                            ".
-                          </span>
-                          <br /> Are you sure?
-                        </Trans>
-                      </span>
-                    ))}
-                </div>
-
-                {allowDictateNextSigner && (
-                  <div className="mt-4 flex flex-col gap-4">
-                    {!isEditingNextSigner && (
-                      <div>
-                        <p className="text-muted-foreground text-sm">
-                          The next recipient to sign this document will be{' '}
-                          <span className="font-semibold">{form.watch('name')}</span> (
-                          <span className="font-semibold">{form.watch('email')}</span>).
-                        </p>
-
-                        <Button
-                          type="button"
-                          className="mt-2"
-                          variant="outline"
-                          size="sm"
-                          onClick={() => setIsEditingNextSigner((prev) => !prev)}
-                        >
-                          <Trans>Update Recipient</Trans>
-                        </Button>
-                      </div>
-                    )}
-
-                    {isEditingNextSigner && (
+              <Form {...form}>
+                <form onSubmit={form.handleSubmit(onFormSubmit)}>
+                  {allowDictateNextSigner && defaultNextSigner && (
+                    <div className="mb-4 flex flex-col gap-4">
                       <div className="flex flex-col gap-4 md:flex-row">
                         <FormField
                           control={form.control}
@@ -283,13 +311,13 @@ export const DocumentSigningCompleteDialog = ({
                           render={({ field }) => (
                             <FormItem className="flex-1">
                               <FormLabel>
-                                <Trans>Name</Trans>
+                                <Trans>Next Recipient Name</Trans>
                               </FormLabel>
                               <FormControl>
                                 <Input
                                   {...field}
                                   className="mt-2"
-                                  placeholder="Enter the next signer's name"
+                                  placeholder={t`Enter the next signer's name`}
                                 />
                               </FormControl>
 
@@ -304,14 +332,14 @@ export const DocumentSigningCompleteDialog = ({
                           render={({ field }) => (
                             <FormItem className="flex-1">
                               <FormLabel>
-                                <Trans>Email</Trans>
+                                <Trans>Next Recipient Email</Trans>
                               </FormLabel>
                               <FormControl>
                                 <Input
                                   {...field}
                                   type="email"
                                   className="mt-2"
-                                  placeholder="Enter the next signer's email"
+                                  placeholder={t`Enter the next signer's email`}
                                 />
                               </FormControl>
                               <FormMessage />
@@ -319,17 +347,14 @@ export const DocumentSigningCompleteDialog = ({
                           )}
                         />
                       </div>
-                    )}
-                  </div>
-                )}
+                    </div>
+                  )}
 
-                <DocumentSigningDisclosure className="mt-4" />
+                  <DocumentSigningDisclosure />
 
-                <DialogFooter className="mt-4">
-                  <div className="flex w-full flex-1 flex-nowrap gap-4">
+                  <DialogFooter className="mt-4">
                     <Button
                       type="button"
-                      className="flex-1"
                       variant="secondary"
                       onClick={() => setShowDialog(false)}
                       disabled={form.formState.isSubmitting}
@@ -339,8 +364,7 @@ export const DocumentSigningCompleteDialog = ({
 
                     <Button
                       type="submit"
-                      className="flex-1"
-                      disabled={!isComplete || !isNextSignerValid}
+                      disabled={!isComplete}
                       loading={form.formState.isSubmitting}
                     >
                       {match(recipient.role)
@@ -351,11 +375,11 @@ export const DocumentSigningCompleteDialog = ({
                         .with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
                         .exhaustive()}
                     </Button>
-                  </div>
-                </DialogFooter>
-              </fieldset>
-            </form>
-          </Form>
+                  </DialogFooter>
+                </form>
+              </Form>
+            </fieldset>
+          </>
         )}
 
         {showTwoFactorForm && (

apps/remix/app/components/general/document-signing/document-signing-mobile-widget.tsx

@@ -0,0 +1,123 @@
+import { useEffect, useState } from 'react';
+
+import { Plural, Trans } from '@lingui/react/macro';
+import { RecipientRole } from '@prisma/client';
+import { motion } from 'framer-motion';
+import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+import { Button } from '@documenso/ui/primitives/button';
+
+import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
+import { EnvelopeSignerCompleteDialog } from '../envelope-signing/envelope-signing-complete-dialog';
+import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
+
+export const DocumentSigningMobileWidget = () => {
+  const [isExpanded, setIsExpanded] = useState(false);
+
+  const { recipientFieldsRemaining, recipient, requiredRecipientFields } =
+    useRequiredEnvelopeSigningContext();
+
+  /**
+   * Pre open the widget for assistants to let them know it's there.
+   */
+  useEffect(() => {
+    if (recipient.role === RecipientRole.ASSISTANT) {
+      setIsExpanded(true);
+    }
+  }, []);
+
+  return (
+    <div className="pointer-events-none fixed bottom-0 left-0 right-0 z-50 flex justify-center px-2 pb-2 sm:px-4 sm:pb-6">
+      <div className="pointer-events-auto w-full max-w-2xl">
+        <div className="bg-card border-border overflow-hidden rounded-xl border shadow-2xl">
+          {/* Main Header Bar */}
+          <div className="flex items-center justify-between gap-4 p-4">
+            <div className="flex-1">
+              <div className="flex items-center gap-3">
+                {recipient.role !== RecipientRole.VIEWER && (
+                  <Button
+                    variant="outline"
+                    onClick={() => setIsExpanded(!isExpanded)}
+                    className="flex h-8 w-8 items-center justify-center"
+                    aria-label={isExpanded ? 'Collapse' : 'Expand'}
+                  >
+                    {isExpanded ? (
+                      <LucideChevronDown className="text-muted-foreground h-5 w-5 flex-shrink-0" />
+                    ) : (
+                      <LucideChevronUp className="text-muted-foreground h-5 w-5 flex-shrink-0" />
+                    )}
+                  </Button>
+                )}
+
+                <div>
+                  <h2 className="text-foreground text-lg font-semibold">
+                    {match(recipient.role)
+                      .with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
+                      .with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
+                      .with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
+                      .with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
+                      .otherwise(() => null)}
+                  </h2>
+
+                  <p className="text-muted-foreground -mt-0.5 text-sm">
+                    {recipientFieldsRemaining.length === 0 ? (
+                      match(recipient.role)
+                        .with(RecipientRole.VIEWER, () => (
+                          <Trans>Please mark as viewed to complete</Trans>
+                        ))
+                        .with(RecipientRole.SIGNER, () => (
+                          <Trans>Please complete the document once reviewed</Trans>
+                        ))
+                        .with(RecipientRole.APPROVER, () => (
+                          <Trans>Please complete the document once reviewed</Trans>
+                        ))
+                        .with(RecipientRole.ASSISTANT, () => (
+                          <Trans>Please complete the document once reviewed</Trans>
+                        ))
+                        .otherwise(() => null)
+                    ) : (
+                      <Plural
+                        value={recipientFieldsRemaining.length}
+                        one="1 Field Remaining"
+                        other="# Fields Remaining"
+                      />
+                    )}
+                  </p>
+                </div>
+              </div>
+            </div>
+
+            <div>
+              <EnvelopeSignerCompleteDialog />
+            </div>
+          </div>
+
+          {/* Progress Bar */}
+          {recipient.role !== RecipientRole.VIEWER &&
+            recipient.role !== RecipientRole.ASSISTANT && (
+              <div className="px-4 pb-3">
+                <div className="bg-muted relative h-[4px] rounded-md">
+                  <motion.div
+                    layout="size"
+                    layoutId="document-signing-mobile-widget-progress-bar"
+                    className="bg-documenso absolute inset-y-0 left-0"
+                    style={{
+                      width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
+                    }}
+                  />
+                </div>
+              </div>
+            )}
+
+          {/* Expandable Content */}
+          {isExpanded && (
+            <div className="border-border animate-in slide-in-from-bottom-2 border-t p-4 duration-200">
+              <EnvelopeSignerForm />
+            </div>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+};

apps/remix/app/components/general/document-signing/document-signing-page-view-v1.tsx

@@ -32,6 +32,7 @@ import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
+import { DocumentSigningAttachmentsPopover } from '~/components/general/document-signing/document-signing-attachments-popover';
 import { DocumentSigningAutoSign } from '~/components/general/document-signing/document-signing-auto-sign';
 import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
 import { DocumentSigningDateField } from '~/components/general/document-signing/document-signing-date-field';
@@ -231,7 +232,13 @@ export const DocumentSigningPageViewV1 = ({
             </span>
           </div>
 
-          <DocumentSigningRejectDialog documentId={document.id} token={recipient.token} />
+          <div className="flex items-center gap-x-4">
+            <DocumentSigningAttachmentsPopover
+              envelopeId={document.envelopeId}
+              token={recipient.token}
+            />
+            <DocumentSigningRejectDialog documentId={document.id} token={recipient.token} />
+          </div>
         </div>
 
         <div className="relative mt-4 flex w-full flex-col gap-x-6 gap-y-8 sm:mt-8 md:flex-row lg:gap-x-8 lg:gap-y-0">

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

@@ -1,16 +1,20 @@
-import { lazy } from 'react';
+import { lazy, useMemo } from 'react';
 
 import { Plural, Trans } from '@lingui/react/macro';
+import { EnvelopeType, RecipientRole } from '@prisma/client';
 import { motion } from 'framer-motion';
-import { ArrowLeftIcon, BanIcon, DownloadCloudIcon } from 'lucide-react';
+import { ArrowLeftIcon, BanIcon, DownloadCloudIcon, PaperclipIcon } from 'lucide-react';
 import { Link } from 'react-router';
+import { match } from 'ts-pattern';
 
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
-import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
 import { Button } from '@documenso/ui/primitives/button';
 import { Separator } from '@documenso/ui/primitives/separator';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+import { SignFieldCheckboxDialog } from '~/components/dialogs/sign-field-checkbox-dialog';
 import { SignFieldDropdownDialog } from '~/components/dialogs/sign-field-dropdown-dialog';
 import { SignFieldEmailDialog } from '~/components/dialogs/sign-field-email-dialog';
 import { SignFieldInitialsDialog } from '~/components/dialogs/sign-field-initials-dialog';
@@ -19,9 +23,12 @@ import { SignFieldNumberDialog } from '~/components/dialogs/sign-field-number-di
 import { SignFieldSignatureDialog } from '~/components/dialogs/sign-field-signature-dialog';
 import { SignFieldTextDialog } from '~/components/dialogs/sign-field-text-dialog';
 
+import { DocumentSigningAttachmentsPopover } from '../document-signing/document-signing-attachments-popover';
 import { EnvelopeItemSelector } from '../envelope-editor/envelope-file-selector';
 import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
 import { EnvelopeSignerHeader } from '../envelope-signing/envelope-signer-header';
+import { DocumentSigningMobileWidget } from './document-signing-mobile-widget';
+import { DocumentSigningRejectDialog } from './document-signing-reject-dialog';
 import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
 
 const EnvelopeSignerPageRenderer = lazy(
@@ -31,11 +38,31 @@ const EnvelopeSignerPageRenderer = lazy(
 export const DocumentSigningPageViewV2 = () => {
   const { envelopeItems, currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
-  const { envelope, recipientFields, recipientFieldsRemaining, showPendingFieldTooltip } =
-    useRequiredEnvelopeSigningContext();
+  const {
+    isDirectTemplate,
+    envelope,
+    recipient,
+    recipientFields,
+    recipientFieldsRemaining,
+    requiredRecipientFields,
+    selectedAssistantRecipientFields,
+  } = useRequiredEnvelopeSigningContext();
+
+  /**
+   * The total remaining fields remaining for the current recipient or selected assistant recipient.
+   *
+   * Includes both optional and required fields.
+   */
+  const remainingFields = useMemo(() => {
+    if (recipient.role === RecipientRole.ASSISTANT) {
+      return selectedAssistantRecipientFields.filter((field) => !field.inserted);
+    }
+
+    return recipientFields.filter((field) => !field.inserted);
+  }, [recipientFieldsRemaining, selectedAssistantRecipientFields, currentEnvelopeItem]);
 
   return (
-    <div className="h-screen w-screen bg-gray-50">
+    <div className="dark:bg-background min-h-screen w-screen bg-gray-50">
       <SignFieldEmailDialog.Root />
       <SignFieldTextDialog.Root />
       <SignFieldNumberDialog.Root />
@@ -43,19 +70,29 @@ export const DocumentSigningPageViewV2 = () => {
       <SignFieldInitialsDialog.Root />
       <SignFieldDropdownDialog.Root />
       <SignFieldSignatureDialog.Root />
+      <SignFieldCheckboxDialog.Root />
 
       <EnvelopeSignerHeader />
 
       {/* Main Content Area */}
-      <div className="flex h-[calc(100vh-73px)] w-screen">
+      <div className="flex h-[calc(100vh-4rem)] w-screen">
         {/* Left Section - Step Navigation */}
-        <div className="hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r border-gray-200 bg-white py-4 lg:flex">
+        <div className="bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
           <div className="px-4">
-            <h3 className="flex items-end justify-between text-sm font-semibold text-gray-900">
-              <Trans>Sign Document</Trans>
+            <h3 className="text-foreground flex items-end justify-between text-sm font-semibold">
+              {match(recipient.role)
+                .with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
+                .with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
+                .with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
+                .with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
+                .otherwise(() => null)}
 
-              <span className="text-muted-foreground ml-2 rounded border bg-gray-50 px-2 py-0.5 text-xs">
-                <Trans>{recipientFieldsRemaining.length} fields remaining</Trans>
+              <span className="text-muted-foreground bg-muted/50 ml-2 rounded border px-2 py-0.5 text-xs">
+                <Plural
+                  value={recipientFieldsRemaining.length}
+                  one="1 Field Remaining"
+                  other="# Fields Remaining"
+                />
               </span>
             </h3>
 
@@ -65,7 +102,7 @@ export const DocumentSigningPageViewV2 = () => {
                 layoutId="document-flow-container-step"
                 className="bg-documenso absolute inset-y-0 left-0"
                 style={{
-                  width: `${(100 / recipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
+                  width: `${100 - (100 / requiredRecipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
                 }}
               />
             </div>
@@ -78,27 +115,54 @@ export const DocumentSigningPageViewV2 = () => {
           <Separator className="my-6" />
 
           {/* Quick Actions. */}
-          <div className="space-y-3 px-4">
-            <h4 className="text-sm font-semibold text-gray-900">
-              <Trans>Actions</Trans>
-            </h4>
+          {!isDirectTemplate && (
+            <div className="space-y-3 px-4">
+              <h4 className="text-foreground text-sm font-semibold">
+                <Trans>Actions</Trans>
+              </h4>
 
-            {/* Todo: Allow selecting which document to download and/or the original */}
-            <Button variant="ghost" size="sm" className="w-full justify-start">
-              <DownloadCloudIcon className="mr-2 h-4 w-4" />
-              <Trans>Download Original</Trans>
-            </Button>
+              <DocumentSigningAttachmentsPopover
+                envelopeId={envelope.id}
+                token={recipient.token}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <PaperclipIcon className="mr-2 h-4 w-4" />
+                    <Trans>Attachments</Trans>
+                  </Button>
+                }
+              />
 
-            {/* Todo: Envelopes */}
-            <Button
-              variant="ghost"
-              size="sm"
-              className="hover:text-destructive w-full justify-start"
-            >
-              <BanIcon className="mr-2 h-4 w-4" />
-              <Trans>Reject Document</Trans>
-            </Button>
-          </div>
+              <EnvelopeDownloadDialog
+                envelopeId={envelope.id}
+                envelopeStatus={envelope.status}
+                envelopeItems={envelope.envelopeItems}
+                token={recipient.token}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <DownloadCloudIcon className="mr-2 h-4 w-4" />
+                    <Trans>Download PDF</Trans>
+                  </Button>
+                }
+              />
+
+              {envelope.type === EnvelopeType.DOCUMENT && (
+                <DocumentSigningRejectDialog
+                  documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+                  token={recipient.token}
+                  trigger={
+                    <Button
+                      variant="ghost"
+                      size="sm"
+                      className="hover:text-destructive w-full justify-start"
+                    >
+                      <BanIcon className="mr-2 h-4 w-4" />
+                      <Trans>Reject Document</Trans>
+                    </Button>
+                  }
+                />
+              )}
+            </div>
+          )}
 
           {/* Footer of left sidebar. */}
           <div className="mt-auto px-4">
@@ -111,47 +175,34 @@ export const DocumentSigningPageViewV2 = () => {
           </div>
         </div>
 
-        {/* Main Content - Changes based on current step */}
         <div className="flex-1 overflow-y-auto">
           <div className="flex flex-col">
             {/* Horizontal envelope item selector */}
-            <div className="flex h-fit space-x-2 overflow-x-auto p-4">
-              {envelopeItems.map((doc, i) => (
-                <EnvelopeItemSelector
-                  key={doc.id}
-                  number={i + 1}
-                  primaryText={doc.title}
-                  secondaryText={
-                    <Plural
-                      one="1 Field"
-                      other="# Fields"
-                      value={
-                        recipientFieldsRemaining.filter((field) => field.envelopeItemId === doc.id)
-                          .length
-                      }
-                    />
-                  }
-                  isSelected={currentEnvelopeItem?.id === doc.id}
-                  buttonProps={{ onClick: () => setCurrentEnvelopeItem(doc.id) }}
-                />
-              ))}
-            </div>
+            {envelopeItems.length > 1 && (
+              <div className="flex h-fit space-x-2 overflow-x-auto p-2 pt-4 sm:p-4">
+                {envelopeItems.map((doc, i) => (
+                  <EnvelopeItemSelector
+                    key={doc.id}
+                    number={i + 1}
+                    primaryText={doc.title}
+                    secondaryText={
+                      <Plural
+                        one="1 Field"
+                        other="# Fields"
+                        value={
+                          remainingFields.filter((field) => field.envelopeItemId === doc.id).length
+                        }
+                      />
+                    }
+                    isSelected={currentEnvelopeItem?.id === doc.id}
+                    buttonProps={{ onClick: () => setCurrentEnvelopeItem(doc.id) }}
+                  />
+                ))}
+              </div>
+            )}
 
             {/* Document View */}
-            <div className="mt-4 flex justify-center p-4">
-              {currentEnvelopeItem &&
-                showPendingFieldTooltip &&
-                recipientFieldsRemaining.length > 0 &&
-                recipientFieldsRemaining[0]?.envelopeItemId === currentEnvelopeItem?.id && (
-                  <FieldToolTip
-                    key={recipientFieldsRemaining[0].id}
-                    field={recipientFieldsRemaining[0]}
-                    color="warning"
-                  >
-                    <Trans>Click to insert field</Trans>
-                  </FieldToolTip>
-                )}
-
+            <div className="flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
               {currentEnvelopeItem ? (
                 <PDFViewerKonvaLazy
                   key={currentEnvelopeItem.id}
@@ -165,6 +216,11 @@ export const DocumentSigningPageViewV2 = () => {
                   </p>
                 </div>
               )}
+
+              {/* Mobile widget - Additional padding to allow users to scroll */}
+              <div className="block pb-16 md:hidden">
+                <DocumentSigningMobileWidget />
+              </div>
             </div>
           </div>
         </div>

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

@@ -39,12 +39,14 @@ export interface DocumentSigningRejectDialogProps {
   documentId: number;
   token: string;
   onRejected?: (reason: string) => void | Promise<void>;
+  trigger?: React.ReactNode;
 }
 
 export function DocumentSigningRejectDialog({
   documentId,
   token,
   onRejected,
+  trigger,
 }: DocumentSigningRejectDialogProps) {
   const { toast } = useToast();
   const navigate = useNavigate();
@@ -108,9 +110,11 @@ export function DocumentSigningRejectDialog({
   return (
     <Dialog open={isOpen} onOpenChange={setIsOpen}>
       <DialogTrigger asChild>
-        <Button variant="outline">
-          <Trans>Reject Document</Trans>
-        </Button>
+        {trigger ?? (
+          <Button variant="outline">
+            <Trans>Reject Document</Trans>
+          </Button>
+        )}
       </DialogTrigger>
 
       <DialogContent>

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

@@ -1,21 +1,29 @@
 import { createContext, useContext, useMemo, useState } from 'react';
 
 import {
+  EnvelopeType,
   type Field,
   FieldType,
   type Recipient,
   RecipientRole,
   SigningStatus,
 } from '@prisma/client';
+import { prop, sortBy } from 'remeda';
 
 import { isBase64Image } from '@documenso/lib/constants/signatures';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import type { EnvelopeForSigningResponse } from '@documenso/lib/server-only/envelope/get-envelope-for-recipient-signing';
-import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
+import {
+  isFieldUnsignedAndRequired,
+  isRequiredField,
+} from '@documenso/lib/utils/advanced-fields-helpers';
+import { extractFieldInsertionValues } from '@documenso/lib/utils/envelope-signing';
 import { trpc } from '@documenso/trpc/react';
 import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
 
 export type EnvelopeSigningContextValue = {
+  isDirectTemplate: boolean;
+
   fullName: string;
   setFullName: (_value: string) => void;
   email: string;
@@ -32,7 +40,8 @@ export type EnvelopeSigningContextValue = {
   recipient: EnvelopeForSigningResponse['recipient'];
   recipientFieldsRemaining: Field[];
   recipientFields: Field[];
-  selectedRecipientFields: Field[];
+  requiredRecipientFields: Field[];
+  selectedAssistantRecipientFields: Field[];
   nextRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
   otherRecipientCompletedFields: (Field & {
     recipient: Pick<Recipient, 'name' | 'email' | 'signingStatus' | 'role'>;
@@ -85,26 +94,31 @@ export const EnvelopeSigningProvider = ({
 
   const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
 
-  const {
-    mutateAsync: completeDocument,
-    isPending,
-    isSuccess,
-  } = trpc.recipient.completeDocumentWithToken.useMutation();
+  const isDirectTemplate = envelope.type === EnvelopeType.TEMPLATE;
 
   const { mutateAsync: signEnvelopeField } = trpc.envelope.field.sign.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: (data) => {
-      console.log('signEnvelopeField', data);
-
-      const newRecipientFields = envelopeData.recipient.fields.map((field) =>
-        field.id === data.signedField.id ? data.signedField : field,
-      );
-
       setEnvelopeData((prev) => ({
         ...prev,
+        envelope: {
+          ...prev.envelope,
+          recipients: prev.envelope.recipients.map((recipient) =>
+            recipient.id === data.signedField.recipientId
+              ? {
+                  ...recipient,
+                  fields: recipient.fields.map((field) =>
+                    field.id === data.signedField.id ? data.signedField : field,
+                  ),
+                }
+              : recipient,
+          ),
+        },
         recipient: {
           ...prev.recipient,
-          fields: newRecipientFields,
+          fields: prev.recipient.fields.map((field) =>
+            field.id === data.signedField.id ? data.signedField : field,
+          ),
         },
       }));
     },
@@ -148,6 +162,49 @@ export const EnvelopeSigningProvider = ({
     })(),
   );
 
+  /**
+   * The fields that are still required to be signed by the actual recipient.
+   */
+  const recipientFieldsRemaining = useMemo(() => {
+    const requiredFields = envelopeData.recipient.fields
+      .filter((field) => isFieldUnsignedAndRequired(field))
+      .map((field) => {
+        const envelopeItem = envelope.envelopeItems.find(
+          (item) => item.id === field.envelopeItemId,
+        );
+
+        if (!envelopeItem) {
+          throw new Error('Missing envelope item');
+        }
+
+        return {
+          ...field,
+          envelopeItemOrder: envelopeItem.order,
+        };
+      });
+
+    return sortBy(
+      requiredFields,
+      [prop('envelopeItemOrder'), 'asc'],
+      [prop('page'), 'asc'],
+      [prop('positionY'), 'asc'],
+    );
+  }, [envelopeData.recipient.fields]);
+
+  /**
+   * All the required fields for the actual recipient.
+   */
+  const requiredRecipientFields = useMemo(() => {
+    return envelopeData.recipient.fields.filter((field) => isRequiredField(field));
+  }, [envelopeData.recipient.fields]);
+
+  /**
+   * All the fields for the actual recipient.
+   */
+  const recipientFields = useMemo(() => {
+    return envelopeData.recipient.fields;
+  }, [envelopeData.recipient.fields]);
+
   /**
    * Assistant recipients are those that have a signing order after the assistant.
    */
@@ -181,22 +238,8 @@ export const EnvelopeSigningProvider = ({
     return envelope.recipients.find((r) => r.id === selectedAssistantRecipientId) || null;
   }, [envelope.recipients, selectedAssistantRecipientId]);
 
-  /**
-   * The fields that are still required to be signed by the current recipient.
-   */
-  const recipientFieldsRemaining = useMemo(() => {
-    return envelopeData.recipient.fields.filter((field) => isFieldUnsignedAndRequired(field));
-  }, [envelopeData.recipient.fields]);
-
-  /**
-   * All the fields for the current recipient.
-   */
-  const recipientFields = useMemo(() => {
-    return envelopeData.recipient.fields;
-  }, [envelopeData.recipient.fields]);
-
-  const selectedRecipientFields = useMemo(() => {
-    return recipientFields.filter((field) => field.recipientId === selectedAssistantRecipient?.id);
+  const selectedAssistantRecipientFields = useMemo(() => {
+    return assistantFields.filter((field) => field.recipientId === selectedAssistantRecipient?.id);
   }, [recipientFields, selectedAssistantRecipient]);
 
   /**
@@ -242,7 +285,11 @@ export const EnvelopeSigningProvider = ({
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
   const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
-    console.log('insertField', fieldId, fieldValue);
+    // Set the field locally for direct templates.
+    if (isDirectTemplate) {
+      handleDirectTemplateFieldInsertion(fieldId, fieldValue);
+      return;
+    }
 
     await signEnvelopeField({
       token: envelopeData.recipient.token,
@@ -252,9 +299,67 @@ export const EnvelopeSigningProvider = ({
     });
   };
 
+  const handleDirectTemplateFieldInsertion = (
+    fieldId: number,
+    fieldValue: TSignEnvelopeFieldValue,
+  ) => {
+    const foundField = recipient.fields.find((field) => field.id === fieldId);
+
+    if (!foundField) {
+      throw new Error('Not possible');
+    }
+
+    const insertionValues = extractFieldInsertionValues({
+      fieldValue,
+      field: foundField,
+      documentMeta: envelope.documentMeta,
+    });
+
+    const updatedField = {
+      ...foundField,
+      ...insertionValues,
+    };
+
+    if (fieldValue.type === FieldType.SIGNATURE) {
+      const isBase64 = isBase64Image(fieldValue.value || '');
+
+      updatedField.signature = fieldValue.value
+        ? {
+            signatureImageAsBase64: isBase64 ? fieldValue.value : null,
+            typedSignature: isBase64 ? null : fieldValue.value,
+            recipientId: recipient.id,
+            created: new Date(),
+            // Dummy IDs.
+            id: 0,
+            fieldId: 0,
+          }
+        : null;
+    }
+
+    setEnvelopeData((prev) => ({
+      ...prev,
+      envelope: {
+        ...prev.envelope,
+        recipients: prev.envelope.recipients.map((r) =>
+          r.id === recipient.id
+            ? {
+                ...r,
+                fields: r.fields.map((field) => (field.id === fieldId ? updatedField : field)),
+              }
+            : r,
+        ),
+      },
+      recipient: {
+        ...prev.recipient,
+        fields: prev.recipient.fields.map((field) => (field.id === fieldId ? updatedField : field)),
+      },
+    }));
+  };
+
   return (
     <EnvelopeSigningContext.Provider
       value={{
+        isDirectTemplate,
         fullName,
         setFullName,
         email,
@@ -270,6 +375,7 @@ export const EnvelopeSigningProvider = ({
         recipient,
         recipientFieldsRemaining,
         recipientFields,
+        requiredRecipientFields,
         nextRecipient,
 
         otherRecipientCompletedFields,
@@ -277,7 +383,7 @@ export const EnvelopeSigningProvider = ({
         assistantFields,
         setSelectedAssistantRecipientId,
         selectedAssistantRecipient,
-        selectedRecipientFields,
+        selectedAssistantRecipientFields,
 
         signField,
       }}

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

@@ -0,0 +1,248 @@
+import { useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Paperclip, Plus, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DocumentAttachmentsPopoverProps = {
+  envelopeId: string;
+  buttonClassName?: string;
+  buttonSize?: 'sm' | 'default';
+};
+
+const ZAttachmentFormSchema = z.object({
+  label: z.string().min(1, 'Label is required'),
+  url: z.string().url('Must be a valid URL'),
+});
+
+type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
+
+export const DocumentAttachmentsPopover = ({
+  envelopeId,
+  buttonClassName,
+  buttonSize,
+}: DocumentAttachmentsPopoverProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [isAdding, setIsAdding] = useState(false);
+
+  const utils = trpc.useUtils();
+
+  const { data: attachments } = trpc.envelope.attachment.find.useQuery({
+    envelopeId,
+  });
+
+  const { mutateAsync: createAttachment, isPending: isCreating } =
+    trpc.envelope.attachment.create.useMutation({
+      onSuccess: () => {
+        void utils.envelope.attachment.find.invalidate({ envelopeId });
+      },
+    });
+
+  const { mutateAsync: deleteAttachment } = trpc.envelope.attachment.delete.useMutation({
+    onSuccess: () => {
+      void utils.envelope.attachment.find.invalidate({ envelopeId });
+    },
+  });
+
+  const form = useForm<TAttachmentFormSchema>({
+    resolver: zodResolver(ZAttachmentFormSchema),
+    defaultValues: {
+      label: '',
+      url: '',
+    },
+  });
+
+  const onSubmit = async (data: TAttachmentFormSchema) => {
+    try {
+      await createAttachment({
+        envelopeId,
+        data: {
+          label: data.label,
+          data: data.url,
+        },
+      });
+
+      form.reset();
+
+      setIsAdding(false);
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Attachment added successfully.`),
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: error.message,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onDeleteAttachment = async (id: string) => {
+    try {
+      await deleteAttachment({ id });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Attachment removed successfully.`),
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: error.message,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button variant="outline" className={cn('gap-2', buttonClassName)} size={buttonSize}>
+          <Paperclip className="h-4 w-4" />
+
+          <span>
+            <Trans>Attachments</Trans>
+            {attachments && attachments.data.length > 0 && (
+              <span className="ml-1">({attachments.data.length})</span>
+            )}
+          </span>
+        </Button>
+      </PopoverTrigger>
+
+      <PopoverContent className="w-96" align="end">
+        <div className="space-y-4">
+          <div>
+            <h4 className="font-medium">
+              <Trans>Attachments</Trans>
+            </h4>
+            <p className="text-muted-foreground mt-1 text-sm">
+              <Trans>Add links to relevant documents or resources.</Trans>
+            </p>
+          </div>
+
+          {attachments && attachments.data.length > 0 && (
+            <div className="space-y-2">
+              {attachments?.data.map((attachment) => (
+                <div
+                  key={attachment.id}
+                  className="border-border flex items-center justify-between rounded-md border p-2"
+                >
+                  <div className="min-w-0 flex-1">
+                    <p className="truncate text-sm font-medium">{attachment.label}</p>
+                    <a
+                      href={attachment.data}
+                      target="_blank"
+                      rel="noopener noreferrer"
+                      className="text-muted-foreground hover:text-foreground truncate text-xs underline"
+                    >
+                      {attachment.data}
+                    </a>
+                  </div>
+
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    onClick={() => void onDeleteAttachment(attachment.id)}
+                    className="ml-2 h-8 w-8 p-0"
+                  >
+                    <X className="h-4 w-4" />
+                  </Button>
+                </div>
+              ))}
+            </div>
+          )}
+
+          {!isAdding && (
+            <Button
+              variant="outline"
+              size="sm"
+              className="w-full"
+              onClick={() => setIsAdding(true)}
+            >
+              <Plus className="mr-2 h-4 w-4" />
+              <Trans>Add Attachment</Trans>
+            </Button>
+          )}
+
+          {isAdding && (
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-3">
+                <FormField
+                  control={form.control}
+                  name="label"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input placeholder={_(msg`Label`)} {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={form.control}
+                  name="url"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input type="url" placeholder={_(msg`URL`)} {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <div className="flex gap-2">
+                  <Button
+                    type="button"
+                    variant="outline"
+                    size="sm"
+                    className="flex-1"
+                    onClick={() => {
+                      setIsAdding(false);
+                      form.reset();
+                    }}
+                  >
+                    <Trans>Cancel</Trans>
+                  </Button>
+                  <Button type="submit" size="sm" className="flex-1" loading={isCreating}>
+                    <Trans>Add</Trans>
+                  </Button>
+                </div>
+              </form>
+            </Form>
+          )}
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

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

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

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

@@ -95,6 +95,10 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
           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`,
+        )
         .otherwise(() => msg`An error occurred while uploading your document.`);
 
       toast({

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

@@ -14,6 +14,8 @@ import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+
 export type DocumentPageViewButtonProps = {
   envelope: TEnvelope;
 };
@@ -59,6 +61,7 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
     isPending,
     isComplete,
     isSigned,
+    internalVersion: envelope.internalVersion,
   })
     .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
       <Button className="w-full" asChild>
@@ -92,6 +95,20 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
         </Link>
       </Button>
     ))
+    .with({ isComplete: true, internalVersion: 2 }, () => (
+      <EnvelopeDownloadDialog
+        envelopeId={envelope.id}
+        envelopeStatus={envelope.status}
+        envelopeItems={envelope.envelopeItems}
+        token={recipient?.token}
+        trigger={
+          <Button className="w-full">
+            <Download className="-ml-1 mr-2 inline h-4 w-4" />
+            <Trans>Download</Trans>
+          </Button>
+        }
+      />
+    ))
     .with({ isComplete: true }, () => (
       <Button className="w-full" onClick={onDownloadClick}>
         <Download className="-ml-1 mr-2 inline h-4 w-4" />

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

@@ -36,6 +36,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
 import { DocumentDuplicateDialog } from '~/components/dialogs/document-duplicate-dialog';
 import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialog';
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
 import { useCurrentTeam } from '~/providers/team';
 
@@ -146,17 +147,36 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
           </DropdownMenuItem>
         )}
 
-        {isComplete && (
-          <DropdownMenuItem onClick={onDownloadClick}>
-            <Download className="mr-2 h-4 w-4" />
-            <Trans>Download</Trans>
-          </DropdownMenuItem>
-        )}
+        {envelope.internalVersion === 2 ? (
+          <EnvelopeDownloadDialog
+            envelopeId={envelope.id}
+            envelopeStatus={envelope.status}
+            token={recipient?.token}
+            envelopeItems={envelope.envelopeItems}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <Download className="mr-2 h-4 w-4" />
+                  <Trans>Download</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        ) : (
+          <>
+            {isComplete && (
+              <DropdownMenuItem onClick={onDownloadClick}>
+                <Download className="mr-2 h-4 w-4" />
+                <Trans>Download</Trans>
+              </DropdownMenuItem>
+            )}
 
-        <DropdownMenuItem onClick={onDownloadOriginalClick}>
-          <Download className="mr-2 h-4 w-4" />
-          <Trans>Download Original</Trans>
-        </DropdownMenuItem>
+            <DropdownMenuItem onClick={onDownloadOriginalClick}>
+              <Download className="mr-2 h-4 w-4" />
+              <Trans>Download Original</Trans>
+            </DropdownMenuItem>
+          </>
+        )}
 
         <DropdownMenuItem asChild>
           <Link to={`${documentsPath}/${envelope.id}/logs`}>

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

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

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

@@ -108,6 +108,10 @@ export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) =
           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`,
+        )
         .otherwise(() => msg`An error occurred while uploading your document.`);
 
       toast({

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

@@ -4,6 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import { EnvelopeType } from '@prisma/client';
+import { ErrorCode as DropzoneErrorCode, type FileRejection } from 'react-dropzone';
 import { useNavigate } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -51,7 +52,7 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
     (timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone,
   );
 
-  const { quota, remaining, refreshLimits } = useLimits();
+  const { quota, remaining, refreshLimits, maximumEnvelopeItemCount } = useLimits();
 
   const [isLoading, setIsLoading] = useState(false);
 
@@ -69,6 +70,7 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
     if (!user.emailVerified) {
       return msg`Verify your email to upload documents.`;
     }
+
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [remaining.documents, user.emailVerified, team]);
 
@@ -138,6 +140,10 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
           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`,
+        )
         .otherwise(() => t`An error occurred while uploading your document.`);
 
       toast({
@@ -151,12 +157,23 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
     }
   };
 
-  const onFileDropRejected = () => {
+  const onFileDropRejected = (fileRejections: FileRejection[]) => {
+    const maxItemsReached = fileRejections.some((fileRejection) =>
+      fileRejection.errors.some((error) => error.code === DropzoneErrorCode.TooManyFiles),
+    );
+
+    if (maxItemsReached) {
+      toast({
+        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        duration: 5000,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
     toast({
-      title:
-        type === EnvelopeType.DOCUMENT
-          ? t`Your document failed to upload.`
-          : t`Your template failed to upload.`,
+      title: t`Upload failed`,
       description: t`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
       duration: 5000,
       variant: 'destructive',
@@ -176,6 +193,7 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
                 onDrop={onFileDrop}
                 onDropRejected={onFileDropRejected}
                 type="envelope"
+                maxFiles={maximumEnvelopeItemCount}
               />
             </div>
           </TooltipTrigger>

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

@@ -96,7 +96,7 @@ export const EnvelopeEditorFieldDragDrop = ({
   selectedRecipientId,
   selectedEnvelopeItemId,
 }: EnvelopeEditorFieldDragDropProps) => {
-  const { envelope, editorFields, isTemplate } = useCurrentEnvelopeEditor();
+  const { envelope, editorFields, isTemplate, getRecipientColorKey } = useCurrentEnvelopeEditor();
 
   const { t } = useLingui();
 
@@ -262,6 +262,10 @@ export const EnvelopeEditorFieldDragDrop = ({
     };
   }, [onMouseClick, onMouseMove, selectedField]);
 
+  const selectedRecipientColor = useMemo(() => {
+    return selectedRecipientId ? getRecipientColorKey(selectedRecipientId) : 'green';
+  }, [selectedRecipientId, getRecipientColorKey]);
+
   return (
     <>
       <div className="grid grid-cols-2 gap-x-2 gap-y-2.5">
@@ -273,12 +277,23 @@ export const EnvelopeEditorFieldDragDrop = ({
             onClick={() => setSelectedField(field.type)}
             onMouseDown={() => setSelectedField(field.type)}
             data-selected={selectedField === field.type ? true : undefined}
-            className="group flex h-12 cursor-pointer items-center justify-center rounded-lg border border-gray-200 px-4 transition-colors hover:border-blue-300 hover:bg-blue-50"
+            className={cn(
+              'border-border group flex h-12 cursor-pointer items-center justify-center rounded-lg border px-4 transition-colors',
+              RECIPIENT_COLOR_STYLES[selectedRecipientColor].fieldButton,
+            )}
           >
             <p
               className={cn(
-                'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
+                'text-muted-foreground font-noto group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
                 field.className,
+                {
+                  'group-hover:text-recipient-green': selectedRecipientColor === 'green',
+                  'group-hover:text-recipient-blue': selectedRecipientColor === 'blue',
+                  'group-hover:text-recipient-purple': selectedRecipientColor === 'purple',
+                  'group-hover:text-recipient-orange': selectedRecipientColor === 'orange',
+                  'group-hover:text-recipient-yellow': selectedRecipientColor === 'yellow',
+                  'group-hover:text-recipient-pink': selectedRecipientColor === 'pink',
+                },
               )}
             >
               {field.type !== FieldType.SIGNATURE && <field.icon className="h-4 w-4" />}
@@ -291,9 +306,9 @@ export const EnvelopeEditorFieldDragDrop = ({
       {selectedField && (
         <div
           className={cn(
-            'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white ring-2 transition duration-200 [container-type:size]',
-            // selectedSignerStyles?.base,
-            RECIPIENT_COLOR_STYLES.yellow.base, // Todo: Envelopes
+            'text-muted-foreground dark:text-muted-background font-noto pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white ring-2 transition duration-200 [container-type:size]',
+            RECIPIENT_COLOR_STYLES[selectedRecipientColor].base,
+            selectedField === FieldType.SIGNATURE && 'font-signature',
             {
               '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
               'dark:text-black/60': isFieldWithinBounds,

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

@@ -3,15 +3,12 @@ import { useEffect, useMemo, useRef, useState } from 'react';
 import { useLingui } from '@lingui/react/macro';
 import type { FieldType } from '@prisma/client';
 import Konva from 'konva';
-import type { Layer } from 'konva/lib/Layer';
 import type { KonvaEventObject } from 'konva/lib/Node';
 import type { Transformer } from 'konva/lib/shapes/Transformer';
 import { CopyPlusIcon, SquareStackIcon, TrashIcon } from 'lucide-react';
-import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
-import { usePageContext } from 'react-pdf';
 
-import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
 import type { TLocalField } from '@documenso/lib/client-only/hooks/use-editor-fields';
+import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { FIELD_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
@@ -21,32 +18,16 @@ import {
   convertPixelToPercentage,
 } from '@documenso/lib/universal/field-renderer/field-renderer';
 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 { fieldButtonList } from './envelope-editor-fields-drag-drop';
 
 export default function EnvelopeEditorFieldsPageRenderer() {
-  const pageContext = usePageContext();
-
-  if (!pageContext) {
-    throw new Error('Unable to find Page context.');
-  }
-
-  const { _className, page, rotate, scale } = pageContext;
-
-  if (!page) {
-    throw new Error('Attempted to render page canvas, but no page was specified.');
-  }
-
-  const { t } = useLingui();
+  const { t, i18n } = useLingui();
   const { envelope, editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
 
-  const canvasElement = useRef<HTMLCanvasElement>(null);
-  const konvaContainer = useRef<HTMLDivElement>(null);
-
-  const stage = useRef<Konva.Stage | null>(null);
-  const pageLayer = useRef<Layer | null>(null);
   const interactiveTransformer = useRef<Transformer | null>(null);
 
   const [selectedKonvaFieldGroups, setSelectedKonvaFieldGroups] = useState<Konva.Group[]>([]);
@@ -54,10 +35,17 @@ export default function EnvelopeEditorFieldsPageRenderer() {
   const [isFieldChanging, setIsFieldChanging] = useState(false);
   const [pendingFieldCreation, setPendingFieldCreation] = useState<Konva.Rect | null>(null);
 
-  const viewport = useMemo(
-    () => page.getViewport({ scale, rotation: rotate }),
-    [page, rotate, scale],
-  );
+  const {
+    stage,
+    pageLayer,
+    canvasElement,
+    konvaContainer,
+    pageContext,
+    scaledViewport,
+    unscaledViewport,
+  } = usePageRenderer(({ stage, pageLayer }) => createPageCanvas(stage, pageLayer));
+
+  const { _className, scale } = pageContext;
 
   const localPageFields = useMemo(
     () =>
@@ -68,47 +56,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     [editorFields.localFields, pageContext.pageNumber],
   );
 
-  // Custom renderer from Konva examples.
-  useEffect(
-    function drawPageOnCanvas() {
-      if (!page) {
-        return;
-      }
-
-      const { current: canvas } = canvasElement;
-      const { current: container } = konvaContainer;
-
-      if (!canvas || !container) {
-        return;
-      }
-
-      const renderContext: RenderParameters = {
-        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-        canvasContext: canvas.getContext('2d', { alpha: false }) as CanvasRenderingContext2D,
-        viewport,
-      };
-
-      const cancellable = page.render(renderContext);
-      const runningTask = cancellable;
-
-      cancellable.promise.catch(() => {
-        // Intentionally empty
-      });
-
-      void cancellable.promise.then(() => {
-        createPageCanvas(container);
-      });
-
-      return () => {
-        runningTask.cancel();
-      };
-    },
-    [page, viewport],
-  );
-
   const handleResizeOrMove = (event: KonvaEventObject<Event>) => {
-    console.log('Field resized or moved');
-
     const { current: container } = canvasElement;
 
     if (!container) {
@@ -120,6 +68,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     const fieldGroup = event.target as Konva.Group;
     const fieldFormId = fieldGroup.id();
 
+    // Note: This values are scaled.
     const {
       width: fieldPixelWidth,
       height: fieldPixelHeight,
@@ -130,7 +79,8 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       skipShadow: true,
     });
 
-    const { height: pageHeight, width: pageWidth } = getBoundingClientRect(container);
+    const pageHeight = scaledViewport.height;
+    const pageWidth = scaledViewport.width;
 
     // Calculate x and y as a percentage of the page width and height
     const positionPercentX = (fieldX / pageWidth) * 100;
@@ -165,8 +115,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
   };
 
   const renderFieldOnLayer = (field: TLocalField) => {
-    if (!pageLayer.current || !interactiveTransformer.current) {
-      console.error('Layer not loaded yet');
+    if (!pageLayer.current) {
       return;
     }
 
@@ -174,7 +123,8 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     const isFieldEditable =
       recipient !== undefined && canRecipientFieldsBeModified(recipient, envelope.fields);
 
-    const { fieldGroup, isFirstRender } = renderField({
+    const { fieldGroup } = renderField({
+      scale,
       pageLayer: pageLayer.current,
       field: {
         renderId: field.formId,
@@ -183,8 +133,9 @@ export default function EnvelopeEditorFieldsPageRenderer() {
         inserted: false,
         fieldMeta: field.fieldMeta,
       },
-      pageWidth: viewport.width,
-      pageHeight: viewport.height,
+      translations: getClientSideFieldTranslations(i18n),
+      pageWidth: unscaledViewport.width,
+      pageHeight: unscaledViewport.height,
       color: getRecipientColorKey(field.recipientId),
       editable: isFieldEditable,
       mode: 'edit',
@@ -210,24 +161,14 @@ export default function EnvelopeEditorFieldsPageRenderer() {
   };
 
   /**
-   * Create the initial Konva page canvas and initialize all fields and interactions.
+   * Initialize the Konva page canvas and all fields and interactions.
    */
-  const createPageCanvas = (container: HTMLDivElement) => {
-    stage.current = new Konva.Stage({
-      container,
-      width: viewport.width,
-      height: viewport.height,
-    });
-
-    // Create the main layer for interactive elements.
-    pageLayer.current = new Konva.Layer();
-    stage.current?.add(pageLayer.current);
-
+  const createPageCanvas = (currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
     // Initialize snap guides layer
     // snapGuideLayer.current = initializeSnapGuides(stage.current);
 
     // Add transformer for resizing and rotating.
-    interactiveTransformer.current = createInteractiveTransformer(stage.current, pageLayer.current);
+    interactiveTransformer.current = createInteractiveTransformer(currentStage, currentPageLayer);
 
     // Render the fields.
     for (const field of localPageFields) {
@@ -235,12 +176,12 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     }
 
     // Handle stage click to deselect.
-    stage.current?.on('click', (e) => {
+    currentStage.on('mousedown', (e) => {
       removePendingField();
 
       if (e.target === stage.current) {
         setSelectedFields([]);
-        pageLayer.current?.batchDraw();
+        currentPageLayer.batchDraw();
       }
     });
 
@@ -267,12 +208,12 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       setSelectedFields([e.target]);
     };
 
-    stage.current?.on('dragstart', onDragStartOrEnd);
-    stage.current?.on('dragend', onDragStartOrEnd);
-    stage.current?.on('transformstart', () => setIsFieldChanging(true));
-    stage.current?.on('transformend', () => setIsFieldChanging(false));
+    currentStage.on('dragstart', onDragStartOrEnd);
+    currentStage.on('dragend', onDragStartOrEnd);
+    currentStage.on('transformstart', () => setIsFieldChanging(true));
+    currentStage.on('transformend', () => setIsFieldChanging(false));
 
-    pageLayer.current.batchDraw();
+    currentPageLayer.batchDraw();
   };
 
   /**
@@ -284,7 +225,10 @@ export default function EnvelopeEditorFieldsPageRenderer() {
    * - Selecting multiple fields
    * - Selecting empty area to create fields
    */
-  const createInteractiveTransformer = (stage: Konva.Stage, layer: Konva.Layer) => {
+  const createInteractiveTransformer = (
+    currentStage: Konva.Stage,
+    currentPageLayer: Konva.Layer,
+  ) => {
     const transformer = new Konva.Transformer({
       rotateEnabled: false,
       keepRatio: false,
@@ -301,36 +245,36 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       },
     });
 
-    layer.add(transformer);
+    currentPageLayer.add(transformer);
 
     // Add selection rectangle.
     const selectionRectangle = new Konva.Rect({
       fill: 'rgba(24, 160, 251, 0.3)',
       visible: false,
     });
-    layer.add(selectionRectangle);
+    currentPageLayer.add(selectionRectangle);
 
     let x1: number;
     let y1: number;
     let x2: number;
     let y2: number;
 
-    stage.on('mousedown touchstart', (e) => {
+    currentStage.on('mousedown touchstart', (e) => {
       // do nothing if we mousedown on any shape
-      if (e.target !== stage) {
+      if (e.target !== currentStage) {
         return;
       }
 
-      const pointerPosition = stage.getPointerPosition();
+      const pointerPosition = currentStage.getPointerPosition();
 
       if (!pointerPosition) {
         return;
       }
 
-      x1 = pointerPosition.x;
-      y1 = pointerPosition.y;
-      x2 = pointerPosition.x;
-      y2 = pointerPosition.y;
+      x1 = pointerPosition.x / scale;
+      y1 = pointerPosition.y / scale;
+      x2 = pointerPosition.x / scale;
+      y2 = pointerPosition.y / scale;
 
       selectionRectangle.setAttrs({
         x: x1,
@@ -341,7 +285,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       });
     });
 
-    stage.on('mousemove touchmove', () => {
+    currentStage.on('mousemove touchmove', () => {
       // do nothing if we didn't start selection
       if (!selectionRectangle.visible()) {
         return;
@@ -349,14 +293,14 @@ export default function EnvelopeEditorFieldsPageRenderer() {
 
       selectionRectangle.moveToTop();
 
-      const pointerPosition = stage.getPointerPosition();
+      const pointerPosition = currentStage.getPointerPosition();
 
       if (!pointerPosition) {
         return;
       }
 
-      x2 = pointerPosition.x;
-      y2 = pointerPosition.y;
+      x2 = pointerPosition.x / scale;
+      y2 = pointerPosition.y / scale;
 
       selectionRectangle.setAttrs({
         x: Math.min(x1, x2),
@@ -366,7 +310,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       });
     });
 
-    stage.on('mouseup touchend', () => {
+    currentStage.on('mouseup touchend', () => {
       // do nothing if we didn't start selection
       if (!selectionRectangle.visible()) {
         return;
@@ -377,38 +321,41 @@ export default function EnvelopeEditorFieldsPageRenderer() {
         selectionRectangle.visible(false);
       });
 
-      const stageFieldGroups = stage.find('.field-group') || [];
+      const stageFieldGroups = currentStage.find('.field-group') || [];
       const box = selectionRectangle.getClientRect();
       const selectedFieldGroups = stageFieldGroups.filter(
         (shape) => Konva.Util.haveIntersection(box, shape.getClientRect()) && shape.draggable(),
       );
       setSelectedFields(selectedFieldGroups);
 
+      const unscaledBoxWidth = box.width / scale;
+      const unscaledBoxHeight = box.height / scale;
+
       // Create a field if no items are selected or the size is too small.
       if (
         selectedFieldGroups.length === 0 &&
         canvasElement.current &&
-        box.width > MIN_FIELD_WIDTH_PX &&
-        box.height > MIN_FIELD_HEIGHT_PX &&
+        unscaledBoxWidth > MIN_FIELD_WIDTH_PX &&
+        unscaledBoxHeight > MIN_FIELD_HEIGHT_PX &&
         editorFields.selectedRecipient &&
         canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields)
       ) {
         const pendingFieldCreation = new Konva.Rect({
           name: 'pending-field-creation',
-          x: box.x,
-          y: box.y,
-          width: box.width,
-          height: box.height,
+          x: box.x / scale,
+          y: box.y / scale,
+          width: unscaledBoxWidth,
+          height: unscaledBoxHeight,
           fill: 'rgba(24, 160, 251, 0.3)',
         });
 
-        layer.add(pendingFieldCreation);
+        currentPageLayer.add(pendingFieldCreation);
         setPendingFieldCreation(pendingFieldCreation);
       }
     });
 
     // Clicks should select/deselect shapes
-    stage.on('click tap', function (e) {
+    currentStage.on('click tap', function (e) {
       // if we are selecting with rect, do nothing
       if (
         selectionRectangle.visible() &&
@@ -419,7 +366,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       }
 
       // If empty area clicked, remove all selections
-      if (e.target === stage) {
+      if (e.target === stage.current) {
         setSelectedFields([]);
         return;
       }
@@ -468,20 +415,15 @@ export default function EnvelopeEditorFieldsPageRenderer() {
         group.name() === 'field-group' &&
         !localPageFields.some((field) => field.formId === group.id())
       ) {
-        console.log('Field removed, removing from canvas');
         group.destroy();
       }
     });
 
     // If it exists, rerender.
     localPageFields.forEach((field) => {
-      console.log('Field created/updated, rendering on canvas');
       renderFieldOnLayer(field);
     });
 
-    // If it doesn't exist, render it.
-    //
-
     // Rerender the transformer
     interactiveTransformer.current?.forceUpdate();
 
@@ -555,15 +497,13 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       return;
     }
 
-    const { height: pageHeight, width: pageWidth } = getBoundingClientRect(canvasElement.current);
-
     const { fieldX, fieldY, fieldWidth, fieldHeight } = convertPixelToPercentage({
       width: pixelWidth,
       height: pixelHeight,
       positionX: pixelX,
       positionY: pixelY,
-      pageWidth,
-      pageHeight,
+      pageWidth: unscaledViewport.width,
+      pageHeight: unscaledViewport.height,
     });
 
     editorFields.addField({
@@ -597,7 +537,10 @@ export default function EnvelopeEditorFieldsPageRenderer() {
   }
 
   return (
-    <div className="relative" key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}>
+    <div
+      className="relative w-full"
+      key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
+    >
       {selectedKonvaFieldGroups.length > 0 &&
         interactiveTransformer.current &&
         !isFieldChanging && (
@@ -649,17 +592,23 @@ export default function EnvelopeEditorFieldsPageRenderer() {
           </div>
         )}
 
-      {/* Todo: Envelopes - This will not overflow the page when close to edges */}
       {pendingFieldCreation && (
         <div
           style={{
             position: 'absolute',
-            top: pendingFieldCreation.y() + pendingFieldCreation.getClientRect().height + 5 + 'px',
-            left: pendingFieldCreation.x() + pendingFieldCreation.getClientRect().width / 2 + 'px',
+            top:
+              pendingFieldCreation.y() * scale +
+              pendingFieldCreation.getClientRect().height +
+              5 +
+              'px',
+            left:
+              pendingFieldCreation.x() * scale +
+              pendingFieldCreation.getClientRect().width / 2 +
+              'px',
             transform: 'translateX(-50%)',
             zIndex: 50,
           }}
-          className="text-muted-foreground grid w-fit grid-cols-5 gap-x-1 gap-y-0.5 rounded-md border bg-white p-1 shadow-sm"
+          className="text-muted-foreground grid w-max grid-cols-5 gap-x-1 gap-y-0.5 rounded-md border bg-white p-1 shadow-sm"
         >
           {fieldButtonList.map((field) => (
             <button
@@ -673,13 +622,15 @@ export default function EnvelopeEditorFieldsPageRenderer() {
         </div>
       )}
 
-      <div className="konva-container absolute inset-0 z-10" ref={konvaContainer}></div>
+      {/* The element Konva will inject it's canvas into. */}
+      <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 
+      {/* Canvas the PDF will be rendered on. */}
       <canvas
         className={`${_className}__canvas z-0`}
-        height={viewport.height}
         ref={canvasElement}
-        width={viewport.width}
+        height={scaledViewport.height}
+        width={scaledViewport.width}
       />
     </div>
   );

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

@@ -5,6 +5,7 @@ import { msg } from '@lingui/core/macro';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { FieldType, RecipientRole } from '@prisma/client';
 import { FileTextIcon } from 'lucide-react';
+import { Link } from 'react-router';
 import { isDeepEqual } from 'remeda';
 import { match } from 'ts-pattern';
 
@@ -20,6 +21,7 @@ import type {
   TNameFieldMeta,
   TNumberFieldMeta,
   TRadioFieldMeta,
+  TSignatureFieldMeta,
   TTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
@@ -37,6 +39,7 @@ import { EditorFieldInitialsForm } from '~/components/forms/editor/editor-field-
 import { EditorFieldNameForm } from '~/components/forms/editor/editor-field-name-form';
 import { EditorFieldNumberForm } from '~/components/forms/editor/editor-field-number-form';
 import { EditorFieldRadioForm } from '~/components/forms/editor/editor-field-radio-form';
+import { EditorFieldSignatureForm } from '~/components/forms/editor/editor-field-signature-form';
 import { EditorFieldTextForm } from '~/components/forms/editor/editor-field-text-form';
 
 import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
@@ -60,8 +63,8 @@ const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
   [FieldType.DROPDOWN]: msg`Dropdown Settings`,
 };
 
-export const EnvelopeEditorPageFields = () => {
-  const { envelope, editorFields } = useCurrentEnvelopeEditor();
+export const EnvelopeEditorFieldsPage = () => {
+  const { envelope, editorFields, relativePath } = useCurrentEnvelopeEditor();
 
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
 
@@ -104,12 +107,12 @@ export const EnvelopeEditorPageFields = () => {
 
   return (
     <div className="relative flex h-full">
-      <div className="flex w-full flex-col">
+      <div className="flex w-full flex-col overflow-y-auto">
         {/* Horizontal envelope item selector */}
         <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
         {/* Document View */}
-        <div className="mt-4 flex justify-center">
+        <div className="mt-4 flex h-full justify-center p-4">
           {currentEnvelopeItem !== null ? (
             <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorFieldsPageRenderer} />
           ) : (
@@ -128,17 +131,23 @@ export const EnvelopeEditorPageFields = () => {
 
       {/* Right Section - Form Fields Panel */}
       {currentEnvelopeItem && (
-        <div className="sticky top-0 h-[calc(100vh-73px)] w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
+        <div className="bg-background border-border sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l py-4">
           {/* Recipient selector section. */}
           <section className="px-4">
-            <h3 className="mb-2 text-sm font-semibold text-gray-900">
+            <h3 className="text-foreground mb-2 text-sm font-semibold">
               <Trans>Selected Recipient</Trans>
             </h3>
 
             {envelope.recipients.length === 0 ? (
               <Alert variant="warning">
-                <AlertDescription>
+                <AlertDescription className="flex flex-col gap-2">
                   <Trans>You need at least one recipient to add fields</Trans>
+
+                  <Link to={`${relativePath.editorPath}`} className="text-sm">
+                    <p>
+                      <Trans>Click here to add a recipient</Trans>
+                    </p>
+                  </Link>
                 </AlertDescription>
               </Alert>
             ) : (
@@ -170,7 +179,7 @@ export const EnvelopeEditorPageFields = () => {
 
           {/* Add fields section. */}
           <section className="px-4">
-            <h3 className="mb-2 text-sm font-semibold text-gray-900">
+            <h3 className="text-foreground mb-2 text-sm font-semibold">
               <Trans>Add Fields</Trans>
             </h3>
 
@@ -182,7 +191,7 @@ export const EnvelopeEditorPageFields = () => {
 
           {/* Field details section. */}
           <AnimateGenericFadeInOut key={editorFields.selectedField?.formId}>
-            {selectedField && selectedField.type !== FieldType.SIGNATURE && (
+            {selectedField && (
               <section>
                 <Separator className="my-4" />
 
@@ -192,6 +201,12 @@ export const EnvelopeEditorPageFields = () => {
                   </h3>
 
                   {match(selectedField.type)
+                    .with(FieldType.SIGNATURE, () => (
+                      <EditorFieldSignatureForm
+                        value={selectedField?.fieldMeta as TSignatureFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
                     .with(FieldType.CHECKBOX, () => (
                       <EditorFieldCheckboxForm
                         value={selectedField?.fieldMeta as TCheckboxFieldMeta | undefined}

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

@@ -13,7 +13,6 @@ import { match } from 'ts-pattern';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
-import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 import { Separator } from '@documenso/ui/primitives/separator';
@@ -22,8 +21,8 @@ import { EnvelopeDistributeDialog } from '~/components/dialogs/envelope-distribu
 import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
 import { TemplateUseDialog } from '~/components/dialogs/template-use-dialog';
 import { BrandingLogo } from '~/components/general/branding-logo';
+import { DocumentAttachmentsPopover } from '~/components/general/document/document-attachments-popover';
 import { EnvelopeEditorSettingsDialog } from '~/components/general/envelope-editor/envelope-editor-settings-dialog';
-import { useCurrentTeam } from '~/providers/team';
 
 import { TemplateDirectLinkBadge } from '../template/template-direct-link-badge';
 import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
@@ -31,30 +30,34 @@ import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
 export default function EnvelopeEditorHeader() {
   const { t } = useLingui();
 
-  const team = useCurrentTeam();
-
-  const { envelope, isDocument, isTemplate, updateEnvelope, autosaveError } =
-    useCurrentEnvelopeEditor();
-
-  // Todo: Envelopes this probably won't work with embed? Maybe hide the back items when no team?
-
-  const rootPath = isDocument ? formatDocumentsPath(team.url) : formatTemplatesPath(team.url);
+  const {
+    envelope,
+    isDocument,
+    isTemplate,
+    updateEnvelope,
+    autosaveError,
+    relativePath,
+    editorFields,
+  } = useCurrentEnvelopeEditor();
 
   return (
-    <nav className="w-full border-b border-gray-200 bg-white px-6 py-3">
+    <nav className="bg-background border-border w-full border-b px-4 py-3 md:px-6">
       <div className="flex items-center justify-between">
         <div className="flex items-center space-x-4">
           <Link to="/">
             <BrandingLogo className="h-6 w-auto" />
           </Link>
           <Separator orientation="vertical" className="h-6" />
+
           <div className="flex items-center space-x-2">
             <EnvelopeItemTitleInput
               disabled={envelope.status !== DocumentStatus.DRAFT}
               value={envelope.title}
               onChange={(title) => {
                 updateEnvelope({
-                  title,
+                  data: {
+                    title,
+                  },
                 });
               }}
               placeholder={t`Envelope Title`}
@@ -131,6 +134,8 @@ export default function EnvelopeEditorHeader() {
         </div>
 
         <div className="flex items-center space-x-2">
+          <DocumentAttachmentsPopover envelopeId={envelope.id} buttonSize="sm" />
+
           <EnvelopeEditorSettingsDialog
             trigger={
               <Button variant="outline" size="sm">
@@ -142,7 +147,11 @@ export default function EnvelopeEditorHeader() {
           {isDocument && (
             <>
               <EnvelopeDistributeDialog
-                envelope={envelope}
+                envelope={{
+                  ...envelope,
+                  fields: editorFields.localFields,
+                }}
+                documentRootPath={relativePath.documentRootPath}
                 trigger={
                   <Button size="sm">
                     <SendIcon className="mr-2 h-4 w-4" />
@@ -165,10 +174,11 @@ export default function EnvelopeEditorHeader() {
 
           {isTemplate && (
             <TemplateUseDialog
+              envelopeId={envelope.id}
               templateId={mapSecondaryIdToTemplateId(envelope.secondaryId)}
               templateSigningOrder={envelope.documentMeta?.signingOrder}
               recipients={envelope.recipients}
-              documentRootPath={rootPath}
+              documentRootPath={relativePath.documentRootPath}
               trigger={
                 <Button size="sm">
                   <Trans>Use Template</Trans>

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

@@ -1,176 +0,0 @@
-import { useEffect, useMemo, useRef } from 'react';
-
-import Konva from 'konva';
-import type { Layer } from 'konva/lib/Layer';
-import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
-import { usePageContext } from 'react-pdf';
-
-import type { TLocalField } from '@documenso/lib/client-only/hooks/use-editor-fields';
-import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
-import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
-import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
-
-export default function EnvelopeEditorPagePreviewRenderer() {
-  const pageContext = usePageContext();
-
-  if (!pageContext) {
-    throw new Error('Unable to find Page context.');
-  }
-
-  const { _className, page, rotate, scale } = pageContext;
-
-  if (!page) {
-    throw new Error('Attempted to render page canvas, but no page was specified.');
-  }
-
-  const { editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
-
-  const canvasElement = useRef<HTMLCanvasElement>(null);
-  const konvaContainer = useRef<HTMLDivElement>(null);
-
-  const stage = useRef<Konva.Stage | null>(null);
-  const pageLayer = useRef<Layer | null>(null);
-
-  const viewport = useMemo(
-    () => page.getViewport({ scale, rotation: rotate }),
-    [page, rotate, scale],
-  );
-
-  const localPageFields = useMemo(
-    () =>
-      editorFields.localFields.filter(
-        (field) =>
-          field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
-      ),
-    [editorFields.localFields, pageContext.pageNumber],
-  );
-
-  // Custom renderer from Konva examples.
-  useEffect(
-    function drawPageOnCanvas() {
-      if (!page) {
-        return;
-      }
-
-      const { current: canvas } = canvasElement;
-      const { current: container } = konvaContainer;
-
-      if (!canvas || !container) {
-        return;
-      }
-
-      const renderContext: RenderParameters = {
-        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-        canvasContext: canvas.getContext('2d', { alpha: false }) as CanvasRenderingContext2D,
-        viewport,
-      };
-
-      const cancellable = page.render(renderContext);
-      const runningTask = cancellable;
-
-      cancellable.promise.catch(() => {
-        // Intentionally empty
-      });
-
-      void cancellable.promise.then(() => {
-        createPageCanvas(container);
-      });
-
-      return () => {
-        runningTask.cancel();
-      };
-    },
-    [page, viewport],
-  );
-
-  const renderFieldOnLayer = (field: TLocalField) => {
-    if (!pageLayer.current) {
-      console.error('Layer not loaded yet');
-      return;
-    }
-
-    renderField({
-      pageLayer: pageLayer.current,
-      field: {
-        renderId: field.formId,
-        ...field,
-        customText: '',
-        inserted: false,
-        fieldMeta: field.fieldMeta,
-      },
-      pageWidth: viewport.width,
-      pageHeight: viewport.height,
-      color: getRecipientColorKey(field.recipientId),
-      editable: false,
-      mode: 'export',
-    });
-  };
-
-  /**
-   * Create the initial Konva page canvas and initialize all fields and interactions.
-   */
-  const createPageCanvas = (container: HTMLDivElement) => {
-    stage.current = new Konva.Stage({
-      container,
-      width: viewport.width,
-      height: viewport.height,
-    });
-
-    // Create the main layer for interactive elements.
-    pageLayer.current = new Konva.Layer();
-    stage.current?.add(pageLayer.current);
-
-    // Render the fields.
-    for (const field of localPageFields) {
-      renderFieldOnLayer(field);
-    }
-
-    pageLayer.current.batchDraw();
-  };
-
-  /**
-   * Render fields when they are added or removed from the localFields.
-   */
-  useEffect(() => {
-    if (!pageLayer.current || !stage.current) {
-      return;
-    }
-
-    // If doesn't exist in localFields, destroy it since it's been deleted.
-    pageLayer.current.find('Group').forEach((group) => {
-      if (
-        group.name() === 'field-group' &&
-        !localPageFields.some((field) => field.formId === group.id())
-      ) {
-        console.log('Field removed, removing from canvas');
-        group.destroy();
-      }
-    });
-
-    // If it exists, rerender.
-    localPageFields.forEach((field) => {
-      console.log('Field created/updated, rendering on canvas');
-      renderFieldOnLayer(field);
-    });
-
-    pageLayer.current.batchDraw();
-  }, [localPageFields]);
-
-  if (!currentEnvelopeItem) {
-    return null;
-  }
-
-  return (
-    <div className="relative" key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}>
-      <div className="konva-container absolute inset-0 z-10" ref={konvaContainer}></div>
-
-      <canvas
-        className={`${_className}__canvas z-0`}
-        height={viewport.height}
-        ref={canvasElement}
-        width={viewport.width}
-      />
-    </div>
-  );
-}

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

@@ -1,7 +1,7 @@
 import { lazy, useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import { FileTextIcon } from 'lucide-react';
+import { ConstructionIcon, FileTextIcon } from 'lucide-react';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
@@ -13,11 +13,9 @@ import { Separator } from '@documenso/ui/primitives/separator';
 
 import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 
-const EnvelopeEditorPagePreviewRenderer = lazy(
-  async () => import('./envelope-editor-page-preview-renderer'),
-);
+const EnvelopeGenericPageRenderer = lazy(async () => import('./envelope-generic-page-renderer'));
 
-export const EnvelopeEditorPagePreview = () => {
+export const EnvelopeEditorPreviewPage = () => {
   const { envelope, editorFields } = useCurrentEnvelopeEditor();
 
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
@@ -35,7 +33,7 @@ export const EnvelopeEditorPagePreview = () => {
 
   return (
     <div className="relative flex h-full">
-      <div className="flex w-full flex-col">
+      <div className="flex w-full flex-col overflow-y-auto">
         {/* Horizontal envelope item selector */}
         <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
@@ -50,25 +48,41 @@ export const EnvelopeEditorPagePreview = () => {
             </AlertDescription>
           </Alert>
 
-          {currentEnvelopeItem !== null ? (
-            <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorPagePreviewRenderer} />
-          ) : (
-            <div className="flex flex-col items-center justify-center py-32">
-              <FileTextIcon className="text-muted-foreground h-10 w-10" />
-              <p className="text-foreground mt-1 text-sm">
-                <Trans>No documents found</Trans>
-              </p>
-              <p className="text-muted-foreground mt-1 text-sm">
-                <Trans>Please upload a document to continue</Trans>
+          {/* Coming soon section */}
+          <div className="border-border bg-card hover:bg-accent/10 flex w-full max-w-[800px] items-center gap-4 rounded-lg border p-4 transition-colors">
+            <div className="flex w-full flex-col items-center justify-center gap-2 py-32">
+              <ConstructionIcon className="text-muted-foreground h-10 w-10" />
+              <h3 className="text-foreground text-sm font-semibold">
+                <Trans>Coming soon</Trans>
+              </h3>
+              <p className="text-muted-foreground text-sm">
+                <Trans>This feature is coming soon</Trans>
               </p>
             </div>
-          )}
+          </div>
+
+          {/* Todo: Envelopes - Remove div after preview mode is implemented */}
+          <div className="hidden">
+            {currentEnvelopeItem !== null ? (
+              <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+            ) : (
+              <div className="flex flex-col items-center justify-center py-32">
+                <FileTextIcon className="text-muted-foreground h-10 w-10" />
+                <p className="text-foreground mt-1 text-sm">
+                  <Trans>No documents found</Trans>
+                </p>
+                <p className="text-muted-foreground mt-1 text-sm">
+                  <Trans>Please upload a document to continue</Trans>
+                </p>
+              </div>
+            )}
+          </div>
         </div>
       </div>
 
       {/* Right Section - Form Fields Panel */}
       {currentEnvelopeItem && false && (
-        <div className="sticky top-0 h-[calc(100vh-73px)] w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
+        <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
           {/* Add fields section. */}
           <section className="px-4">
             {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">

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

@@ -14,7 +14,7 @@ import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@
 import { motion } from 'framer-motion';
 import { GripVerticalIcon, HelpCircleIcon, PlusIcon, TrashIcon } from 'lucide-react';
 import { useFieldArray, useForm, useWatch } from 'react-hook-form';
-import { prop, sortBy } from 'remeda';
+import { isDeepEqual, prop, sortBy } from 'remeda';
 import { z } from 'zod';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
@@ -75,7 +75,6 @@ const ZEnvelopeRecipientsForm = z.object({
       actionAuth: z.array(ZRecipientActionAuthTypesSchema).optional().default([]),
     }),
   ),
-  // Todo: Envelopes - These aren't synced to the server
   signingOrder: z.nativeEnum(DocumentSigningOrder),
   allowDictateNextSigner: z.boolean().default(false),
 });
@@ -83,7 +82,7 @@ const ZEnvelopeRecipientsForm = z.object({
 type TEnvelopeRecipientsForm = z.infer<typeof ZEnvelopeRecipientsForm>;
 
 export const EnvelopeEditorRecipientForm = () => {
-  const { envelope, setRecipientsDebounced } = useCurrentEnvelopeEditor();
+  const { envelope, setRecipientsDebounced, updateEnvelope } = useCurrentEnvelopeEditor();
 
   const organisation = useCurrentOrganisation();
 
@@ -149,8 +148,7 @@ export const EnvelopeEditorRecipientForm = () => {
     },
   });
 
-  // Always show advanced settings if any recipient has auth options.
-  const alwaysShowAdvancedSettings = useMemo(() => {
+  const recipientHasAuthSettings = useMemo(() => {
     const recipientHasAuthOptions = recipients.find((recipient) => {
       const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
 
@@ -166,7 +164,7 @@ export const EnvelopeEditorRecipientForm = () => {
     return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
   }, [recipients, form]);
 
-  const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(recipientHasAuthSettings);
   const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false);
 
   const {
@@ -451,6 +449,8 @@ export const EnvelopeEditorRecipientForm = () => {
       shouldValidate: true,
       shouldDirty: true,
     });
+
+    void form.trigger();
   }, [form]);
 
   // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
@@ -460,15 +460,61 @@ export const EnvelopeEditorRecipientForm = () => {
       return;
     }
 
-    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse(formValues);
+    const formValueSigners = formValues.signers || [];
 
-    if (validatedFormValues.success) {
-      console.log('validatedFormValues', validatedFormValues);
+    // Remove the last signer if it's empty.
+    const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
+      if (i === formValueSigners.length - 1 && signer.email === '') {
+        return false;
+      }
 
+      return true;
+    });
+
+    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
+      ...formValues,
+      signers: nonEmptyRecipients,
+    });
+
+    if (!validatedFormValues.success) {
+      return;
+    }
+
+    const { data } = validatedFormValues;
+
+    const hasSigningOrderChanged = envelope.documentMeta.signingOrder !== data.signingOrder;
+    const hasAllowDictateNextSignerChanged =
+      envelope.documentMeta.allowDictateNextSigner !== data.allowDictateNextSigner;
+
+    const hasSignersChanged =
+      data.signers.length !== recipients.length ||
+      data.signers.some((signer) => {
+        const recipient = recipients.find((recipient) => recipient.id === signer.id);
+
+        if (!recipient) {
+          return true;
+        }
+
+        return (
+          signer.email !== recipient.email ||
+          signer.name !== recipient.name ||
+          signer.role !== recipient.role ||
+          signer.signingOrder !== recipient.signingOrder ||
+          !isDeepEqual(signer.actionAuth, recipient.authOptions?.actionAuth)
+        );
+      });
+
+    if (hasSignersChanged) {
       setRecipientsDebounced(validatedFormValues.data.signers);
+    }
 
-      // Todo: Envelopes - Need to save the other data as well
-      // setEnvelope
+    if (hasSigningOrderChanged || hasAllowDictateNextSignerChanged) {
+      updateEnvelope({
+        meta: {
+          signingOrder: validatedFormValues.data.signingOrder,
+          allowDictateNextSigner: validatedFormValues.data.allowDictateNextSigner,
+        },
+      });
     }
   }, [formValues]);
 
@@ -508,18 +554,17 @@ export const EnvelopeEditorRecipientForm = () => {
       <CardContent>
         <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
           <Form {...form}>
-            <div className="-mt-2 mb-2 space-y-4 rounded-md bg-gray-50/80 p-4">
-              {!alwaysShowAdvancedSettings && organisation.organisationClaim.flags.cfr21 && (
+            <div className="bg-accent/50 -mt-2 mb-2 space-y-4 rounded-md p-4">
+              {organisation.organisationClaim.flags.cfr21 && (
                 <div className="flex flex-row items-center">
                   <Checkbox
                     id="showAdvancedRecipientSettings"
-                    className="h-5 w-5"
                     checked={showAdvancedSettings}
                     onCheckedChange={(value) => setShowAdvancedSettings(Boolean(value))}
                   />
 
                   <label
-                    className="text-muted-foreground ml-2 text-sm"
+                    className="ml-2 text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
                     htmlFor="showAdvancedRecipientSettings"
                   >
                     <Trans>Show advanced settings</Trans>
@@ -678,44 +723,171 @@ export const EnvelopeEditorRecipientForm = () => {
                             <motion.fieldset
                               data-native-id={signer.id}
                               disabled={isSubmitting || !canRecipientBeModified(signer.id)}
-                              className={cn('grid grid-cols-10 items-end gap-2 pb-2', {
-                                'border-b pt-2': showAdvancedSettings,
-                                'grid-cols-12 pr-3': isSigningOrderSequential,
+                              className={cn('pb-2', {
+                                'border-b pb-4':
+                                  showAdvancedSettings && index !== signers.length - 1,
+                                'pt-2': showAdvancedSettings && index === 0,
+                                'pr-3': isSigningOrderSequential,
                               })}
                             >
-                              {isSigningOrderSequential && (
+                              <div className="flex flex-row items-center gap-x-2">
+                                {isSigningOrderSequential && (
+                                  <FormField
+                                    control={form.control}
+                                    name={`signers.${index}.signingOrder`}
+                                    render={({ field }) => (
+                                      <FormItem
+                                        className={cn(
+                                          'mt-auto flex items-center gap-x-1 space-y-0',
+                                          {
+                                            'mb-6':
+                                              form.formState.errors.signers?.[index] &&
+                                              !form.formState.errors.signers[index]?.signingOrder,
+                                          },
+                                        )}
+                                      >
+                                        <GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
+                                        <FormControl>
+                                          <Input
+                                            type="number"
+                                            max={signers.length}
+                                            data-testid="signing-order-input"
+                                            className={cn(
+                                              'w-10 text-center',
+                                              '[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
+                                            )}
+                                            {...field}
+                                            onChange={(e) => {
+                                              field.onChange(e);
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            onBlur={(e) => {
+                                              field.onBlur();
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            disabled={
+                                              snapshot.isDragging ||
+                                              isSubmitting ||
+                                              !canRecipientBeModified(signer.id)
+                                            }
+                                          />
+                                        </FormControl>
+                                        <FormMessage />
+                                      </FormItem>
+                                    )}
+                                  />
+                                )}
+
                                 <FormField
                                   control={form.control}
-                                  name={`signers.${index}.signingOrder`}
+                                  name={`signers.${index}.email`}
                                   render={({ field }) => (
                                     <FormItem
-                                      className={cn(
-                                        'col-span-1 mt-auto flex items-center gap-x-1 space-y-0',
-                                        {
-                                          'mb-6':
-                                            form.formState.errors.signers?.[index] &&
-                                            !form.formState.errors.signers[index]?.signingOrder,
-                                        },
-                                      )}
+                                      className={cn('relative w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.email,
+                                      })}
                                     >
-                                      <GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
+                                      {!showAdvancedSettings && index === 0 && (
+                                        <FormLabel required>
+                                          <Trans>Email</Trans>
+                                        </FormLabel>
+                                      )}
+
                                       <FormControl>
-                                        <Input
-                                          type="number"
-                                          max={signers.length}
-                                          data-testid="signing-order-input"
-                                          className={cn(
-                                            'w-full text-center',
-                                            '[appearance:textfield] [&::-webkit-inner-spin-button]:appearance-none [&::-webkit-outer-spin-button]:appearance-none',
-                                          )}
-                                          {...field}
-                                          onChange={(e) => {
-                                            field.onChange(e);
-                                            handleSigningOrderChange(index, e.target.value);
+                                        <RecipientAutoCompleteInput
+                                          type="email"
+                                          placeholder={t`Email`}
+                                          value={field.value}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                          options={recipientSuggestions}
+                                          onSelect={(suggestion) =>
+                                            handleRecipientAutoCompleteSelect(index, suggestion)
+                                          }
+                                          onSearchQueryChange={(query) => {
+                                            field.onChange(query);
+                                            setRecipientSearchQuery(query);
                                           }}
-                                          onBlur={(e) => {
-                                            field.onBlur();
-                                            handleSigningOrderChange(index, e.target.value);
+                                          loading={isLoading}
+                                          data-testid="signer-email-input"
+                                          maxLength={254}
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.name`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.name,
+                                      })}
+                                    >
+                                      {!showAdvancedSettings && index === 0 && (
+                                        <FormLabel>
+                                          <Trans>Name</Trans>
+                                        </FormLabel>
+                                      )}
+
+                                      <FormControl>
+                                        <RecipientAutoCompleteInput
+                                          type="text"
+                                          placeholder={t`Name`}
+                                          {...field}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                          options={recipientSuggestions}
+                                          onSelect={(suggestion) =>
+                                            handleRecipientAutoCompleteSelect(index, suggestion)
+                                          }
+                                          onSearchQueryChange={(query) => {
+                                            field.onChange(query);
+                                            setRecipientSearchQuery(query);
+                                          }}
+                                          loading={isLoading}
+                                          maxLength={255}
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.role`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('mt-auto w-fit', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.role,
+                                      })}
+                                    >
+                                      <FormControl>
+                                        <RecipientRoleSelect
+                                          {...field}
+                                          isAssistantEnabled={isSigningOrderSequential}
+                                          onValueChange={(value) => {
+                                            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+                                            handleRoleChange(index, value as RecipientRole);
+                                            field.onChange(value);
                                           }}
                                           disabled={
                                             snapshot.isDragging ||
@@ -724,106 +896,29 @@ export const EnvelopeEditorRecipientForm = () => {
                                           }
                                         />
                                       </FormControl>
+
                                       <FormMessage />
                                     </FormItem>
                                   )}
                                 />
-                              )}
 
-                              <FormField
-                                control={form.control}
-                                name={`signers.${index}.email`}
-                                render={({ field }) => (
-                                  <FormItem
-                                    className={cn('relative', {
-                                      'mb-6':
-                                        form.formState.errors.signers?.[index] &&
-                                        !form.formState.errors.signers[index]?.email,
-                                      'col-span-4': !showAdvancedSettings,
-                                      'col-span-5': showAdvancedSettings,
-                                    })}
-                                  >
-                                    {!showAdvancedSettings && index === 0 && (
-                                      <FormLabel required>
-                                        <Trans>Email</Trans>
-                                      </FormLabel>
-                                    )}
-
-                                    <FormControl>
-                                      <RecipientAutoCompleteInput
-                                        type="email"
-                                        placeholder={t`Email`}
-                                        value={field.value}
-                                        disabled={
-                                          snapshot.isDragging ||
-                                          isSubmitting ||
-                                          !canRecipientBeModified(signer.id)
-                                        }
-                                        options={recipientSuggestions}
-                                        onSelect={(suggestion) =>
-                                          handleRecipientAutoCompleteSelect(index, suggestion)
-                                        }
-                                        onSearchQueryChange={(query) => {
-                                          field.onChange(query);
-                                          setRecipientSearchQuery(query);
-                                        }}
-                                        loading={isLoading}
-                                        data-testid="signer-email-input"
-                                        maxLength={254}
-                                      />
-                                    </FormControl>
-
-                                    <FormMessage />
-                                  </FormItem>
-                                )}
-                              />
-
-                              <FormField
-                                control={form.control}
-                                name={`signers.${index}.name`}
-                                render={({ field }) => (
-                                  <FormItem
-                                    className={cn({
-                                      'mb-6':
-                                        form.formState.errors.signers?.[index] &&
-                                        !form.formState.errors.signers[index]?.name,
-                                      'col-span-4': !showAdvancedSettings,
-                                      'col-span-5': showAdvancedSettings,
-                                    })}
-                                  >
-                                    {!showAdvancedSettings && index === 0 && (
-                                      <FormLabel>
-                                        <Trans>Name</Trans>
-                                      </FormLabel>
-                                    )}
-
-                                    <FormControl>
-                                      <RecipientAutoCompleteInput
-                                        type="text"
-                                        placeholder={t`Name`}
-                                        {...field}
-                                        disabled={
-                                          snapshot.isDragging ||
-                                          isSubmitting ||
-                                          !canRecipientBeModified(signer.id)
-                                        }
-                                        options={recipientSuggestions}
-                                        onSelect={(suggestion) =>
-                                          handleRecipientAutoCompleteSelect(index, suggestion)
-                                        }
-                                        onSearchQueryChange={(query) => {
-                                          field.onChange(query);
-                                          setRecipientSearchQuery(query);
-                                        }}
-                                        loading={isLoading}
-                                        maxLength={255}
-                                      />
-                                    </FormControl>
-
-                                    <FormMessage />
-                                  </FormItem>
-                                )}
-                              />
+                                <Button
+                                  variant="ghost"
+                                  className={cn('mt-auto px-2', {
+                                    'mb-6': form.formState.errors.signers?.[index],
+                                  })}
+                                  data-testid="remove-signer-button"
+                                  disabled={
+                                    snapshot.isDragging ||
+                                    isSubmitting ||
+                                    !canRecipientBeModified(signer.id) ||
+                                    signers.length === 1
+                                  }
+                                  onClick={() => onRemoveSigner(index)}
+                                >
+                                  <TrashIcon className="h-4 w-4" />
+                                </Button>
+                              </div>
 
                               {showAdvancedSettings &&
                                 organisation.organisationClaim.flags.cfr21 && (
@@ -832,11 +927,11 @@ export const EnvelopeEditorRecipientForm = () => {
                                     name={`signers.${index}.actionAuth`}
                                     render={({ field }) => (
                                       <FormItem
-                                        className={cn('col-span-8', {
+                                        className={cn('mt-2 w-full', {
                                           'mb-6':
                                             form.formState.errors.signers?.[index] &&
                                             !form.formState.errors.signers[index]?.actionAuth,
-                                          'col-span-10': isSigningOrderSequential,
+                                          'pl-6': isSigningOrderSequential,
                                         })}
                                       >
                                         <FormControl>
@@ -856,60 +951,6 @@ export const EnvelopeEditorRecipientForm = () => {
                                     )}
                                   />
                                 )}
-
-                              <div className="col-span-2 flex gap-x-2">
-                                <FormField
-                                  control={form.control}
-                                  name={`signers.${index}.role`}
-                                  render={({ field }) => (
-                                    <FormItem
-                                      className={cn('mt-auto', {
-                                        'mb-6':
-                                          form.formState.errors.signers?.[index] &&
-                                          !form.formState.errors.signers[index]?.role,
-                                      })}
-                                    >
-                                      <FormControl>
-                                        <RecipientRoleSelect
-                                          {...field}
-                                          isAssistantEnabled={isSigningOrderSequential}
-                                          onValueChange={(value) => {
-                                            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-                                            handleRoleChange(index, value as RecipientRole);
-                                          }}
-                                          disabled={
-                                            snapshot.isDragging ||
-                                            isSubmitting ||
-                                            !canRecipientBeModified(signer.id)
-                                          }
-                                        />
-                                      </FormControl>
-
-                                      <FormMessage />
-                                    </FormItem>
-                                  )}
-                                />
-
-                                <button
-                                  type="button"
-                                  className={cn(
-                                    'mt-auto inline-flex h-10 w-10 items-center justify-center hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
-                                    {
-                                      'mb-6': form.formState.errors.signers?.[index],
-                                    },
-                                  )}
-                                  data-testid="remove-signer-button"
-                                  disabled={
-                                    snapshot.isDragging ||
-                                    isSubmitting ||
-                                    !canRecipientBeModified(signer.id) ||
-                                    signers.length === 1
-                                  }
-                                  onClick={() => onRemoveSigner(index)}
-                                >
-                                  <TrashIcon className="h-4 w-4" />
-                                </button>
-                              </div>
                             </motion.fieldset>
                           </div>
                         )}

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

@@ -215,7 +215,6 @@ export const EnvelopeEditorSettingsDialog = ({
 
   const { mutateAsync: updateEnvelope } = trpc.envelope.update.useMutation();
 
-  // Todo: Envelopes - Extract into provider.
   const envelopeHasBeenSent =
     envelope.type === EnvelopeType.DOCUMENT &&
     envelope.recipients.some((recipient) => recipient.sendStatus === SendStatus.SENT);
@@ -302,8 +301,6 @@ export const EnvelopeEditorSettingsDialog = ({
     setActiveTab('general');
   }, [open, form]);
 
-  // Todo: Envelopes - Show error indicator if error is in different tab.
-
   const selectedTab = tabs.find((tab) => tab.id === activeTab);
 
   if (!selectedTab) {
@@ -358,7 +355,7 @@ export const EnvelopeEditorSettingsDialog = ({
           <Form {...form}>
             <form onSubmit={form.handleSubmit(onFormSubmit)}>
               <fieldset
-                className="flex min-h-[45rem] w-full flex-col space-y-6 px-6 pt-6"
+                className="flex h-[45rem] max-h-[calc(100vh-14rem)] w-full flex-col space-y-6 overflow-y-auto px-6 pt-6"
                 disabled={form.formState.isSubmitting}
                 key={activeTab}
               >

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

@@ -7,12 +7,16 @@ import { Trans, useLingui } from '@lingui/react/macro';
 import { DocumentStatus } from '@prisma/client';
 import { FileWarningIcon, GripVerticalIcon, Loader2 } from 'lucide-react';
 import { X } from 'lucide-react';
+import { ErrorCode as DropzoneErrorCode, type FileRejection } from 'react-dropzone';
 import { Link } from 'react-router';
 
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import {
   useCurrentEnvelopeEditor,
   useDebounceFunction,
 } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { nanoid } from '@documenso/lib/universal/id';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { canEnvelopeItemsBeModified } from '@documenso/lib/utils/envelope';
@@ -26,9 +30,9 @@ import {
   CardTitle,
 } from '@documenso/ui/primitives/card';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
-import { useCurrentTeam } from '~/providers/team';
 
 import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
 import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
@@ -41,11 +45,13 @@ type LocalFile = {
   isError: boolean;
 };
 
-export const EnvelopeEditorPageUpload = () => {
-  const team = useCurrentTeam();
-  const { t } = useLingui();
+export const EnvelopeEditorUploadPage = () => {
+  const organisation = useCurrentOrganisation();
 
-  const { envelope, setLocalEnvelope } = useCurrentEnvelopeEditor();
+  const { t } = useLingui();
+  const { envelope, setLocalEnvelope, relativePath } = useCurrentEnvelopeEditor();
+  const { maximumEnvelopeItemCount, remaining } = useLimits();
+  const { toast } = useToast();
 
   const [localFiles, setLocalFiles] = useState<LocalFile[]>(
     envelope.envelopeItems
@@ -220,12 +226,56 @@ export const EnvelopeEditorPageUpload = () => {
     debouncedUpdateEnvelopeItems(newLocalFilesValue);
   };
 
+  const dropzoneDisabledMessage = useMemo(() => {
+    if (!canItemsBeModified) {
+      return msg`Cannot upload items after the document has been sent`;
+    }
+
+    if (organisation.subscription && remaining.documents === 0) {
+      return msg`Document upload disabled due to unpaid invoices`;
+    }
+
+    if (maximumEnvelopeItemCount <= localFiles.length) {
+      return msg`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`;
+    }
+
+    return null;
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [localFiles.length, maximumEnvelopeItemCount, remaining.documents]);
+
+  const onFileDropRejected = (fileRejections: FileRejection[]) => {
+    const maxItemsReached = fileRejections.some((fileRejection) =>
+      fileRejection.errors.some((error) => error.code === DropzoneErrorCode.TooManyFiles),
+    );
+
+    if (maxItemsReached) {
+      toast({
+        title: t`You cannot upload more than ${maximumEnvelopeItemCount} items per envelope.`,
+        duration: 5000,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
+    toast({
+      title: t`Upload failed`,
+      description: t`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
   return (
     <div className="mx-auto max-w-4xl space-y-6 p-8">
       <Card backdropBlur={false} className="border">
         <CardHeader className="pb-3">
-          <CardTitle>Documents</CardTitle>
-          <CardDescription>Add and configure multiple documents</CardDescription>
+          <CardTitle>
+            <Trans>Documents</Trans>
+          </CardTitle>
+          <CardDescription>
+            <Trans>Add and configure multiple documents</Trans>
+          </CardDescription>
         </CardHeader>
 
         <CardContent>
@@ -233,9 +283,11 @@ export const EnvelopeEditorPageUpload = () => {
             onDrop={onFileDrop}
             allowMultiple
             className="pb-4 pt-6"
-            disabled={!canItemsBeModified}
-            disabledMessage={msg`Cannot upload items after the document has been sent`}
+            disabled={dropzoneDisabledMessage !== null}
+            disabledMessage={dropzoneDisabledMessage || undefined}
             disabledHeading={msg`Upload disabled`}
+            maxFiles={maximumEnvelopeItemCount - localFiles.length}
+            onDropRejected={onFileDropRejected}
           />
 
           {/* Uploaded Files List */}
@@ -256,7 +308,7 @@ export const EnvelopeEditorPageUpload = () => {
                             ref={provided.innerRef}
                             {...provided.draggableProps}
                             style={provided.draggableProps.style}
-                            className={`flex items-center justify-between rounded-lg bg-gray-50 p-3 transition-shadow ${
+                            className={`bg-accent/50 flex items-center justify-between rounded-lg p-3 transition-shadow ${
                               snapshot.isDragging ? 'shadow-md' : ''
                             }`}
                           >
@@ -282,7 +334,7 @@ export const EnvelopeEditorPageUpload = () => {
                                   <p className="text-sm font-medium">{localFile.title}</p>
                                 )}
 
-                                <div className="text-xs text-gray-500">
+                                <div className="text-muted-foreground text-xs">
                                   {localFile.isUploading ? (
                                     <Trans>Uploading</Trans>
                                   ) : localFile.isError ? (
@@ -295,7 +347,7 @@ export const EnvelopeEditorPageUpload = () => {
                             <div className="flex items-center space-x-2">
                               {localFile.isUploading && (
                                 <div className="flex h-6 w-10 items-center justify-center">
-                                  <Loader2 className="h-4 w-4 animate-spin text-gray-500" />
+                                  <Loader2 className="text-muted-foreground h-4 w-4 animate-spin" />
                                 </div>
                               )}
 
@@ -338,7 +390,7 @@ export const EnvelopeEditorPageUpload = () => {
 
       <div className="flex justify-end">
         <Button asChild>
-          <Link to={`/t/${team.url}/documents/${envelope.id}/edit?step=addFields`}>
+          <Link to={`${relativePath.editorPath}?step=addFields`}>
             <Trans>Add Fields</Trans>
           </Link>
         </Button>

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

@@ -24,7 +24,6 @@ import {
   mapSecondaryIdToDocumentId,
   mapSecondaryIdToTemplateId,
 } from '@documenso/lib/utils/envelope';
-import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import { Button } from '@documenso/ui/primitives/button';
 import { Separator } from '@documenso/ui/primitives/separator';
@@ -32,17 +31,17 @@ import { SpinnerBox } from '@documenso/ui/primitives/spinner';
 
 import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
 import { EnvelopeDistributeDialog } from '~/components/dialogs/envelope-distribute-dialog';
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 import { EnvelopeDuplicateDialog } from '~/components/dialogs/envelope-duplicate-dialog';
 import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
 import { TemplateDeleteDialog } from '~/components/dialogs/template-delete-dialog';
 import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
 import { EnvelopeEditorSettingsDialog } from '~/components/general/envelope-editor/envelope-editor-settings-dialog';
-import { useCurrentTeam } from '~/providers/team';
 
+import { EnvelopeEditorFieldsPage } from './envelope-editor-fields-page';
 import EnvelopeEditorHeader from './envelope-editor-header';
-import { EnvelopeEditorPageFields } from './envelope-editor-page-fields';
-import { EnvelopeEditorPagePreview } from './envelope-editor-page-preview';
-import { EnvelopeEditorPageUpload } from './envelope-editor-page-upload';
+import { EnvelopeEditorPreviewPage } from './envelope-editor-preview-page';
+import { EnvelopeEditorUploadPage } from './envelope-editor-upload-page';
 
 type EnvelopeEditorStep = 'upload' | 'addFields' | 'preview';
 
@@ -74,10 +73,16 @@ export default function EnvelopeEditor() {
   const { t } = useLingui();
 
   const navigate = useNavigate();
-  const team = useCurrentTeam();
 
-  const { envelope, isDocument, isTemplate, isAutosaving, flushAutosave } =
-    useCurrentEnvelopeEditor();
+  const {
+    envelope,
+    isDocument,
+    isTemplate,
+    isAutosaving,
+    flushAutosave,
+    relativePath,
+    editorFields,
+  } = useCurrentEnvelopeEditor();
 
   const [searchParams, setSearchParams] = useSearchParams();
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
@@ -100,13 +105,10 @@ export default function EnvelopeEditor() {
     return 'upload';
   });
 
-  const documentsPath = formatDocumentsPath(team.url);
-  const templatesPath = formatTemplatesPath(team.url);
-
   const navigateToStep = (step: EnvelopeEditorStep) => {
     setCurrentStep(step);
 
-    flushAutosave();
+    void flushAutosave();
 
     if (!isStepLoading && isAutosaving) {
       setIsStepLoading(true);
@@ -128,6 +130,18 @@ export default function EnvelopeEditor() {
     }
   };
 
+  // Watch the URL params and setStep if the step changes.
+  useEffect(() => {
+    const stepParam = searchParams.get('step') || envelopeEditorSteps[0].id;
+
+    const foundStep = envelopeEditorSteps.find((step) => step.id === stepParam);
+
+    if (foundStep && foundStep.id !== currentStep) {
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      navigateToStep(foundStep.id as EnvelopeEditorStep);
+    }
+  }, [searchParams]);
+
   useEffect(() => {
     if (!isAutosaving) {
       setIsStepLoading(false);
@@ -138,20 +152,22 @@ export default function EnvelopeEditor() {
     envelopeEditorSteps.find((step) => step.id === currentStep) || envelopeEditorSteps[0];
 
   return (
-    <div className="h-screen w-screen bg-gray-50">
+    <div className="dark:bg-background h-screen w-screen bg-gray-50">
       <EnvelopeEditorHeader />
 
       {/* Main Content Area */}
-      <div className="flex h-[calc(100vh-73px)] w-screen">
+      <div className="flex h-[calc(100vh-4rem)] w-screen">
         {/* Left Section - Step Navigation */}
-        <div className="flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r border-gray-200 bg-white py-4">
+        <div className="bg-background border-border flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4">
           {/* Left section step selector. */}
           <div className="px-4">
-            <h3 className="flex items-end justify-between text-sm font-semibold text-gray-900">
+            <h3 className="text-foreground flex items-end justify-between text-sm font-semibold">
               {isDocument ? <Trans>Document Editor</Trans> : <Trans>Template Editor</Trans>}
 
-              <span className="text-muted-foreground ml-2 rounded border bg-gray-50 px-2 py-0.5 text-xs">
-                Step {currentStepData.order}/{envelopeEditorSteps.length}
+              <span className="text-muted-foreground bg-muted/50 ml-2 rounded border px-2 py-0.5 text-xs">
+                <Trans context="The step counter">
+                  Step {currentStepData.order}/{envelopeEditorSteps.length}
+                </Trans>
               </span>
             </h3>
 
@@ -176,15 +192,17 @@ export default function EnvelopeEditor() {
                     key={step.id}
                     className={`cursor-pointer rounded-lg p-3 transition-colors ${
                       isActive
-                        ? 'border border-green-200 bg-green-50'
-                        : 'border border-gray-200 hover:bg-gray-50'
+                        ? 'border border-green-200 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10'
+                        : 'border border-gray-200 hover:bg-gray-50 dark:border-gray-400/20 dark:hover:bg-gray-400/10'
                     }`}
                     onClick={() => navigateToStep(step.id as EnvelopeEditorStep)}
                   >
                     <div className="flex items-center space-x-3">
                       <div
                         className={`rounded border p-2 ${
-                          isActive ? 'border-green-200 bg-green-50' : 'border-gray-100 bg-gray-100'
+                          isActive
+                            ? 'border-green-200 bg-green-50 dark:border-green-500/20 dark:bg-green-500/10'
+                            : 'border-gray-100 bg-gray-100 dark:border-gray-400/20 dark:bg-gray-400/10'
                         }`}
                       >
                         <Icon
@@ -194,12 +212,14 @@ export default function EnvelopeEditor() {
                       <div>
                         <div
                           className={`text-sm font-medium ${
-                            isActive ? 'text-green-900' : 'text-gray-700'
+                            isActive
+                              ? 'text-green-900 dark:text-green-400'
+                              : 'text-foreground dark:text-muted-foreground'
                           }`}
                         >
                           {t(step.title)}
                         </div>
-                        <div className="text-xs text-gray-500">{t(step.description)}</div>
+                        <div className="text-muted-foreground text-xs">{t(step.description)}</div>
                       </div>
                     </div>
                   </div>
@@ -212,12 +232,25 @@ export default function EnvelopeEditor() {
 
           {/* Quick Actions. */}
           <div className="space-y-3 px-4">
-            <h4 className="text-sm font-semibold text-gray-900">
+            <h4 className="text-foreground text-sm font-semibold">
               <Trans>Quick Actions</Trans>
             </h4>
+            <EnvelopeEditorSettingsDialog
+              trigger={
+                <Button variant="ghost" size="sm" className="w-full justify-start">
+                  <SettingsIcon className="mr-2 h-4 w-4" />
+                  {isDocument ? <Trans>Document Settings</Trans> : <Trans>Template Settings</Trans>}
+                </Button>
+              }
+            />
+
             {isDocument && (
               <EnvelopeDistributeDialog
-                envelope={envelope}
+                envelope={{
+                  ...envelope,
+                  fields: editorFields.localFields,
+                }}
+                documentRootPath={relativePath.documentRootPath}
                 trigger={
                   <Button variant="ghost" size="sm" className="w-full justify-start">
                     <SendIcon className="mr-2 h-4 w-4" />
@@ -239,16 +272,6 @@ export default function EnvelopeEditor() {
               />
             )}
 
-            <EnvelopeEditorSettingsDialog
-              trigger={
-                <Button variant="ghost" size="sm" className="w-full justify-start">
-                  <SettingsIcon className="mr-2 h-4 w-4" />
-                  {isDocument ? <Trans>Document Settings</Trans> : <Trans>Template Settings</Trans>}
-                </Button>
-              }
-            />
-
-            {/* Todo: Envelopes */}
             {/* <Button variant="ghost" size="sm" className="w-full justify-start">
               <FileText className="mr-2 h-4 w-4" />
               Save as Template
@@ -283,11 +306,17 @@ export default function EnvelopeEditor() {
               }
             />
 
-            {/* Todo: Allow selecting which document to download and/or the original */}
-            <Button variant="ghost" size="sm" className="w-full justify-start">
-              <DownloadCloudIcon className="mr-2 h-4 w-4" />
-              <Trans>Download PDF</Trans>
-            </Button>
+            <EnvelopeDownloadDialog
+              envelopeId={envelope.id}
+              envelopeStatus={envelope.status}
+              envelopeItems={envelope.envelopeItems}
+              trigger={
+                <Button variant="ghost" size="sm" className="w-full justify-start">
+                  <DownloadCloudIcon className="mr-2 h-4 w-4" />
+                  <Trans>Download PDF</Trans>
+                </Button>
+              }
+            />
 
             <Button
               variant="ghost"
@@ -309,7 +338,7 @@ export default function EnvelopeEditor() {
               open={isDeleteDialogOpen}
               onOpenChange={setDeleteDialogOpen}
               onDelete={async () => {
-                await navigate(documentsPath);
+                await navigate(relativePath.documentRootPath);
               }}
             />
           ) : (
@@ -318,7 +347,7 @@ export default function EnvelopeEditor() {
               open={isDeleteDialogOpen}
               onOpenChange={setDeleteDialogOpen}
               onDelete={async () => {
-                await navigate(templatesPath);
+                await navigate(relativePath.templateRootPath);
               }}
             />
           )}
@@ -326,7 +355,7 @@ export default function EnvelopeEditor() {
           {/* Footer of left sidebar. */}
           <div className="mt-auto px-4">
             <Button variant="ghost" className="w-full justify-start" asChild>
-              <Link to={isDocument ? documentsPath : templatesPath}>
+              <Link to={relativePath.basePath}>
                 <ArrowLeftIcon className="mr-2 h-4 w-4" />
                 {isDocument ? (
                   <Trans>Return to documents</Trans>
@@ -339,17 +368,14 @@ export default function EnvelopeEditor() {
         </div>
 
         {/* Main Content - Changes based on current step */}
-        <div className="flex-1 overflow-y-auto">
-          <p>{isAutosaving ? 'Autosaving...' : 'Not autosaving'}</p>
-          <AnimateGenericFadeInOut key={currentStep}>
-            {match({ currentStep, isStepLoading })
-              .with({ isStepLoading: true }, () => <SpinnerBox className="py-32" />)
-              .with({ currentStep: 'upload' }, () => <EnvelopeEditorPageUpload />)
-              .with({ currentStep: 'addFields' }, () => <EnvelopeEditorPageFields />)
-              .with({ currentStep: 'preview' }, () => <EnvelopeEditorPagePreview />)
-              .exhaustive()}
-          </AnimateGenericFadeInOut>
-        </div>
+        <AnimateGenericFadeInOut className="flex-1 overflow-y-auto" key={currentStep}>
+          {match({ currentStep, isStepLoading })
+            .with({ isStepLoading: true }, () => <SpinnerBox className="py-32" />)
+            .with({ currentStep: 'upload' }, () => <EnvelopeEditorUploadPage />)
+            .with({ currentStep: 'addFields' }, () => <EnvelopeEditorFieldsPage />)
+            .with({ currentStep: 'preview' }, () => <EnvelopeEditorPreviewPage />)
+            .exhaustive()}
+        </AnimateGenericFadeInOut>
       </div>
     </div>
   );

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

@@ -20,16 +20,17 @@ export const EnvelopeItemSelector = ({
 }: EnvelopeItemSelectorProps) => {
   return (
     <button
-      className={`flex min-w-0 cursor-pointer items-center space-x-3 rounded-lg border px-4 py-3 transition-colors ${
+      title={typeof primaryText === 'string' ? primaryText : undefined}
+      className={`flex h-fit max-w-72 flex-shrink-0 cursor-pointer items-center space-x-3 rounded-lg border px-4 py-3 transition-colors ${
         isSelected
-          ? 'border-blue-200 bg-blue-50 text-blue-900'
-          : 'border-gray-200 bg-gray-50 hover:bg-gray-100'
+          ? 'border-green-200 bg-green-50 text-green-900 dark:border-green-400/30 dark:bg-green-400/10 dark:text-green-400'
+          : 'border-border bg-muted/50 hover:bg-muted/70'
       }`}
       {...buttonProps}
     >
       <div
         className={`flex h-6 w-6 items-center justify-center rounded-full text-xs font-medium ${
-          isSelected ? 'bg-blue-100 text-blue-600' : 'bg-gray-200 text-gray-600'
+          isSelected ? 'bg-green-100 text-green-600' : 'bg-gray-200 text-gray-600'
         }`}
       >
         {number}
@@ -39,8 +40,8 @@ export const EnvelopeItemSelector = ({
         <div className="text-xs text-gray-500">{secondaryText}</div>
       </div>
       <div
-        className={cn('h-2 w-2 rounded-full', {
-          'bg-blue-500': isSelected,
+        className={cn('h-2 w-2 flex-shrink-0 rounded-full', {
+          'bg-green-500': isSelected,
         })}
       ></div>
     </button>
@@ -61,7 +62,7 @@ export const EnvelopeRendererFileSelector = ({
   const { envelopeItems, currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
   return (
-    <div className={cn('flex h-fit space-x-2 overflow-x-auto p-4', className)}>
+    <div className={cn('flex h-fit flex-shrink-0 space-x-2 overflow-x-auto p-4', className)}>
       {envelopeItems.map((doc, i) => (
         <EnvelopeItemSelector
           key={doc.id}

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

@@ -1,41 +1,32 @@
-import { useEffect, useMemo, useRef } from 'react';
+import { useEffect, useMemo } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
-import Konva from 'konva';
-import type { Layer } from 'konva/lib/Layer';
-import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
-import { usePageContext } from 'react-pdf';
+import type Konva from 'konva';
 
+import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
+import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 
 export default function EnvelopeGenericPageRenderer() {
-  const pageContext = usePageContext();
+  const { i18n } = useLingui();
 
-  if (!pageContext) {
-    throw new Error('Unable to find Page context.');
-  }
+  const { currentEnvelopeItem, fields, getRecipientColorKey } = useCurrentEnvelopeRender();
 
-  const { _className, page, rotate, scale } = pageContext;
+  const {
+    stage,
+    pageLayer,
+    canvasElement,
+    konvaContainer,
+    pageContext,
+    scaledViewport,
+    unscaledViewport,
+  } = usePageRenderer(({ stage, pageLayer }) => {
+    createPageCanvas(stage, pageLayer);
+  });
 
-  if (!page) {
-    throw new Error('Attempted to render page canvas, but no page was specified.');
-  }
-
-  const { t } = useLingui();
-  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
-
-  const canvasElement = useRef<HTMLCanvasElement>(null);
-  const konvaContainer = useRef<HTMLDivElement>(null);
-
-  const stage = useRef<Konva.Stage | null>(null);
-  const pageLayer = useRef<Layer | null>(null);
-
-  const viewport = useMemo(
-    () => page.getViewport({ scale, rotation: rotate }),
-    [page, rotate, scale],
-  );
+  const { _className, scale } = pageContext;
 
   const localPageFields = useMemo(
     () =>
@@ -46,44 +37,6 @@ export default function EnvelopeGenericPageRenderer() {
     [fields, pageContext.pageNumber],
   );
 
-  // Custom renderer from Konva examples.
-  useEffect(
-    function drawPageOnCanvas() {
-      if (!page) {
-        return;
-      }
-
-      const { current: canvas } = canvasElement;
-      const { current: container } = konvaContainer;
-
-      if (!canvas || !container) {
-        return;
-      }
-
-      const renderContext: RenderParameters = {
-        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-        canvasContext: canvas.getContext('2d', { alpha: false }) as CanvasRenderingContext2D,
-        viewport,
-      };
-
-      const cancellable = page.render(renderContext);
-      const runningTask = cancellable;
-
-      cancellable.promise.catch(() => {
-        // Intentionally empty
-      });
-
-      void cancellable.promise.then(() => {
-        createPageCanvas(container);
-      });
-
-      return () => {
-        runningTask.cancel();
-      };
-    },
-    [page, viewport],
-  );
-
   const renderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
@@ -91,6 +44,7 @@ export default function EnvelopeGenericPageRenderer() {
     }
 
     renderField({
+      scale,
       pageLayer: pageLayer.current,
       field: {
         renderId: field.id.toString(),
@@ -103,39 +57,29 @@ export default function EnvelopeGenericPageRenderer() {
         inserted: false,
         fieldMeta: field.fieldMeta,
       },
-      pageWidth: viewport.width,
-      pageHeight: viewport.height,
-      // color: getRecipientColorKey(field.recipientId),
-      color: 'purple', // Todo
+      translations: getClientSideFieldTranslations(i18n),
+      pageWidth: unscaledViewport.width,
+      pageHeight: unscaledViewport.height,
+      color: getRecipientColorKey(field.recipientId),
       editable: false,
       mode: 'sign',
     });
   };
 
   /**
-   * Create the initial Konva page canvas and initialize all fields and interactions.
+   * Initialize the Konva page canvas and all fields and interactions.
    */
-  const createPageCanvas = (container: HTMLDivElement) => {
-    stage.current = new Konva.Stage({
-      container,
-      width: viewport.width,
-      height: viewport.height,
-    });
-
-    // Create the main layer for interactive elements.
-    pageLayer.current = new Konva.Layer();
-    stage.current?.add(pageLayer.current);
-
+  const createPageCanvas = (_currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
     // Render the fields.
     for (const field of localPageFields) {
       renderFieldOnLayer(field);
     }
 
-    pageLayer.current.batchDraw();
+    currentPageLayer.batchDraw();
   };
 
   /**
-   * Render fields when they are added or removed from the localFields.
+   * Render fields when they are added or removed
    */
   useEffect(() => {
     if (!pageLayer.current || !stage.current) {
@@ -148,14 +92,12 @@ export default function EnvelopeGenericPageRenderer() {
         group.name() === 'field-group' &&
         !localPageFields.some((field) => field.id.toString() === group.id())
       ) {
-        console.log('Field removed, removing from canvas');
         group.destroy();
       }
     });
 
     // If it exists, rerender.
     localPageFields.forEach((field) => {
-      console.log('Field created/updated, rendering on canvas');
       renderFieldOnLayer(field);
     });
 
@@ -167,14 +109,19 @@ export default function EnvelopeGenericPageRenderer() {
   }
 
   return (
-    <div className="relative" key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}>
-      <div className="konva-container absolute inset-0 z-10" ref={konvaContainer}></div>
+    <div
+      className="relative w-full"
+      key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
+    >
+      {/* The element Konva will inject it's canvas into. */}
+      <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 
+      {/* Canvas the PDF will be rendered on. */}
       <canvas
         className={`${_className}__canvas z-0`}
-        height={viewport.height}
         ref={canvasElement}
-        width={viewport.width}
+        height={scaledViewport.height}
+        width={scaledViewport.width}
       />
     </div>
   );

apps/remix/app/components/general/envelope-signing/envelope-signer-form.tsx

@@ -1,17 +1,29 @@
 import { useMemo } from 'react';
 
-import { Trans } from '@lingui/react/macro';
-import { FieldType } from '@prisma/client';
+import { Plural, Trans } from '@lingui/react/macro';
+import { FieldType, RecipientRole } from '@prisma/client';
 
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
+import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
 import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
 export default function EnvelopeSignerForm() {
-  const { fullName, signature, setFullName, setSignature, envelope, recipientFields } =
-    useRequiredEnvelopeSigningContext();
+  const {
+    fullName,
+    signature,
+    setFullName,
+    setSignature,
+    envelope,
+    recipientFields,
+    recipient,
+    assistantFields,
+    assistantRecipients,
+    selectedAssistantRecipient,
+    setSelectedAssistantRecipientId,
+  } = useRequiredEnvelopeSigningContext();
 
   const hasSignatureField = useMemo(() => {
     return recipientFields.some((field) => field.type === FieldType.SIGNATURE);
@@ -19,6 +31,63 @@ export default function EnvelopeSignerForm() {
 
   const isSubmitting = false;
 
+  if (recipient.role === RecipientRole.VIEWER) {
+    return null;
+  }
+
+  if (recipient.role === RecipientRole.ASSISTANT) {
+    return (
+      <fieldset className="dark:bg-background border-border rounded-2xl sm:border sm:p-3">
+        <RadioGroup
+          className="gap-0 space-y-2 shadow-none sm:space-y-3"
+          value={selectedAssistantRecipient?.id?.toString()}
+          onValueChange={(value) => {
+            setSelectedAssistantRecipientId(Number(value));
+          }}
+        >
+          {assistantRecipients
+            .filter((r) => r.fields.length > 0)
+            .map((r) => (
+              <div
+                key={r.id}
+                className="bg-widget border-border relative flex flex-col gap-4 rounded-lg border p-4"
+              >
+                <div className="flex items-center justify-between">
+                  <div className="flex items-center gap-3">
+                    <RadioGroupItem
+                      id={r.id.toString()}
+                      value={r.id.toString()}
+                      className="after:absolute after:inset-0"
+                    />
+
+                    <div className="grid grow gap-1">
+                      <Label className="inline-flex items-start" htmlFor={r.id.toString()}>
+                        {r.name}
+
+                        {r.id === recipient.id && (
+                          <span className="text-muted-foreground ml-2">
+                            <Trans>(You)</Trans>
+                          </span>
+                        )}
+                      </Label>
+                      <p className="text-muted-foreground text-xs">{r.email}</p>
+                    </div>
+                  </div>
+                  <div className="text-muted-foreground text-xs leading-[inherit]">
+                    <Plural
+                      value={assistantFields.filter((field) => field.recipientId === r.id).length}
+                      one="# field"
+                      other="# fields"
+                    />
+                  </div>
+                </div>
+              </div>
+            ))}
+        </RadioGroup>
+      </fieldset>
+    );
+  }
+
   return (
     <fieldset disabled={isSubmitting} className="flex flex-1 flex-col gap-4">
       <div className="flex flex-1 flex-col gap-y-4">

apps/remix/app/components/general/envelope-signing/envelope-signer-header.tsx

@@ -1,131 +1,139 @@
-import { Plural, Trans, useLingui } from '@lingui/react/macro';
-import { Link, useNavigate } from 'react-router';
+import { Plural, Trans } from '@lingui/react/macro';
+import { EnvelopeType, RecipientRole } from '@prisma/client';
+import { BanIcon, DownloadCloudIcon } from 'lucide-react';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
 
-import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
-import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
-import { trpc } from '@documenso/trpc/react';
 import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
 import { Separator } from '@documenso/ui/primitives/separator';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 import { BrandingLogo } from '~/components/general/branding-logo';
 
-import { DocumentSigningCompleteDialog } from '../document-signing/document-signing-complete-dialog';
+import { BrandingLogoIcon } from '../branding-logo-icon';
+import { DocumentSigningRejectDialog } from '../document-signing/document-signing-reject-dialog';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
+import { EnvelopeSignerCompleteDialog } from './envelope-signing-complete-dialog';
 
 export const EnvelopeSignerHeader = () => {
-  const { t } = useLingui();
-
-  const navigate = useNavigate();
-  const analytics = useAnalytics();
-
-  const { envelope, setShowPendingFieldTooltip, recipientFieldsRemaining, recipient } =
+  const { envelopeData, envelope, recipientFieldsRemaining, recipient } =
     useRequiredEnvelopeSigningContext();
 
-  const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
-
-  const {
-    mutateAsync: completeDocument,
-    isPending,
-    isSuccess,
-  } = trpc.recipient.completeDocumentWithToken.useMutation();
-
-  const handleOnNextFieldClick = () => {
-    const nextField = recipientFieldsRemaining[0];
-
-    if (!nextField) {
-      setShowPendingFieldTooltip(false);
-      return;
-    }
-
-    if (nextField.envelopeItemId !== currentEnvelopeItem?.id) {
-      setCurrentEnvelopeItem(nextField.envelopeItemId);
-    }
-
-    const fieldTooltip = document.querySelector(`#field-tooltip`);
-
-    if (fieldTooltip) {
-      fieldTooltip.scrollIntoView({ behavior: 'smooth', block: 'center' });
-    }
-
-    setShowPendingFieldTooltip(true);
-  };
-
-  const handleOnCompleteClick = async (
-    nextSigner?: { name: string; email: string },
-    accessAuthOptions?: TRecipientAccessAuth,
-  ) => {
-    const payload = {
-      token: recipient.token,
-      documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-      authOptions: accessAuthOptions,
-      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
-    };
-
-    await completeDocument(payload);
-
-    analytics.capture('App: Recipient has completed signing', {
-      signerId: recipient.id,
-      documentId: envelope.id,
-      timestamp: new Date().toISOString(),
-    });
-
-    if (envelope.documentMeta.redirectUrl) {
-      window.location.href = envelope.documentMeta.redirectUrl;
-    } else {
-      await navigate(`/sign/${recipient.token}/complete`);
-    }
-  };
-
   return (
-    <nav className="w-full border-b border-gray-200 bg-white px-6 py-3">
-      <div className="flex items-center justify-between">
-        <div className="flex items-center space-x-4">
-          <Link to="/">
-            <BrandingLogo className="h-6 w-auto" />
-          </Link>
-          <Separator orientation="vertical" className="h-6" />
-
-          <div className="flex items-center space-x-2">
-            <h1 className="whitespace-nowrap text-sm font-medium text-gray-600">
-              {envelope.title}
-            </h1>
-
-            <Badge variant="secondary">
-              <Trans>Approver</Trans>
-            </Badge>
-          </div>
-        </div>
-
-        <div className="flex items-center space-x-2">
-          <p className="text-muted-foreground mr-2 flex-shrink-0 text-sm">
-            <Plural
-              one="1 Field Remaining"
-              other="# Fields Remaining"
-              value={recipientFieldsRemaining.length}
+    <nav className="bg-background border-border max-w-screen flex flex-row justify-between border-b px-4 py-3 md:px-6">
+      {/* Left side - Logo and title */}
+      <div className="flex min-w-0 flex-1 items-center space-x-2 md:w-auto md:flex-none">
+        <Link to="/" className="flex-shrink-0">
+          {envelopeData.settings.brandingEnabled && envelopeData.settings.brandingLogo ? (
+            <img
+              src={`/api/branding/logo/team/${envelope.teamId}`}
+              alt={`${envelope.team.name}'s Logo`}
+              className="h-6 w-auto"
             />
-          </p>
+          ) : (
+            <>
+              <BrandingLogo className="hidden h-6 w-auto md:block" />
+              <BrandingLogoIcon className="h-6 w-auto md:hidden" />
+            </>
+          )}
+        </Link>
 
-          <DocumentSigningCompleteDialog
-            isSubmitting={isPending}
-            onSignatureComplete={handleOnCompleteClick}
-            documentTitle={envelope.title}
-            fields={recipientFieldsRemaining}
-            fieldsValidated={handleOnNextFieldClick}
-            recipient={recipient}
-            // Todo: Envelopes
-            allowDictateNextSigner={envelope.documentMeta.allowDictateNextSigner}
-            // defaultNextSigner={
-            //   nextRecipient
-            //     ? { name: nextRecipient.name, email: nextRecipient.email }
-            //     : undefined
-            // }
-            // Todo: Envelopes - use
-            // buttonSize="sm"
-          />
+        <h1
+          title={envelope.title}
+          className="text-foreground min-w-0 truncate text-base font-semibold md:hidden"
+        >
+          {envelope.title}
+        </h1>
+
+        <Separator orientation="vertical" className="hidden h-6 md:block" />
+
+        <div className="hidden items-center space-x-2 md:flex">
+          <h1 className="text-foreground whitespace-nowrap text-sm font-medium">
+            {envelope.title}
+          </h1>
+
+          <Badge>
+            {match(recipient.role)
+              .with(RecipientRole.VIEWER, () => <Trans>Viewer</Trans>)
+              .with(RecipientRole.SIGNER, () => <Trans>Signer</Trans>)
+              .with(RecipientRole.APPROVER, () => <Trans>Approver</Trans>)
+              .with(RecipientRole.ASSISTANT, () => <Trans>Assistant</Trans>)
+              .otherwise(() => null)}
+          </Badge>
         </div>
       </div>
+
+      {/* Right side - Desktop content */}
+      <div className="hidden items-center space-x-2 md:flex">
+        <p className="text-muted-foreground mr-2 flex-shrink-0 text-sm">
+          <Plural
+            one="1 Field Remaining"
+            other="# Fields Remaining"
+            value={recipientFieldsRemaining.length}
+          />
+        </p>
+
+        <EnvelopeSignerCompleteDialog />
+      </div>
+
+      {/* Mobile Actions button */}
+      <div className="flex-shrink-0 md:hidden">
+        <MobileDropdownMenu />
+      </div>
     </nav>
   );
 };
+
+const MobileDropdownMenu = () => {
+  const { envelope, recipient } = useRequiredEnvelopeSigningContext();
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger asChild>
+        <Button variant="outline" size="sm">
+          <Trans>Actions</Trans>
+        </Button>
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent align="end">
+        <EnvelopeDownloadDialog
+          envelopeId={envelope.id}
+          envelopeStatus={envelope.status}
+          envelopeItems={envelope.envelopeItems}
+          token={recipient.token}
+          trigger={
+            <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+              <div>
+                <DownloadCloudIcon className="mr-2 h-4 w-4" />
+                <Trans>Download PDF</Trans>
+              </div>
+            </DropdownMenuItem>
+          }
+        />
+
+        {envelope.type === EnvelopeType.DOCUMENT && (
+          <DocumentSigningRejectDialog
+            documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+            token={recipient.token}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <BanIcon className="mr-2 h-4 w-4" />
+                  <Trans>Reject</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        )}
+      </DropdownMenuContent>
+    </DropdownMenu>
+  );
+};

apps/remix/app/components/general/envelope-signing/envelope-signer-page-renderer.tsx

@@ -1,22 +1,25 @@
-import { useEffect, useMemo, useRef } from 'react';
+import { useEffect, useMemo } from 'react';
 
-import { useLingui } from '@lingui/react/macro';
-import { type Field, FieldType } from '@prisma/client';
-import Konva from 'konva';
-import type { Layer } from 'konva/lib/Layer';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { type Field, FieldType, RecipientRole, type Signature } from '@prisma/client';
+import type Konva from 'konva';
 import type { KonvaEventObject } from 'konva/lib/Node';
-import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
-import { usePageContext } from 'react-pdf';
 import { match } from 'ts-pattern';
 
+import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
+import { DIRECT_TEMPLATE_RECIPIENT_EMAIL } from '@documenso/lib/constants/direct-templates';
 import { ZFullFieldSchema } from '@documenso/lib/types/field';
 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';
+import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import { EnvelopeFieldToolTip } from '@documenso/ui/components/field/envelope-field-tooltip';
 import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
 
+import { handleCheckboxFieldClick } from '~/utils/field-signing/checkbox-field';
 import { handleDropdownFieldClick } from '~/utils/field-signing/dropdown-field';
 import { handleEmailFieldClick } from '~/utils/field-signing/email-field';
 import { handleInitialsFieldClick } from '~/utils/field-signing/initial-field';
@@ -28,24 +31,13 @@ import { handleTextFieldClick } from '~/utils/field-signing/text-field';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
 export default function EnvelopeSignerPageRenderer() {
-  const pageContext = usePageContext();
-
-  if (!pageContext) {
-    throw new Error('Unable to find Page context.');
-  }
-
-  const { _className, page, rotate, scale } = pageContext;
-
-  if (!page) {
-    throw new Error('Attempted to render page canvas, but no page was specified.');
-  }
-
-  const { t } = useLingui();
-
+  const { i18n } = useLingui();
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { sessionData } = useOptionalSession();
 
   const {
     envelopeData,
+    recipient,
     recipientFields,
     recipientFieldsRemaining,
     showPendingFieldTooltip,
@@ -56,71 +48,39 @@ export default function EnvelopeSignerPageRenderer() {
     setFullName,
     signature,
     setSignature,
+    selectedAssistantRecipientFields,
+    selectedAssistantRecipient,
+    isDirectTemplate,
   } = useRequiredEnvelopeSigningContext();
 
-  console.log({ fullName });
+  const {
+    stage,
+    pageLayer,
+    canvasElement,
+    konvaContainer,
+    pageContext,
+    scaledViewport,
+    unscaledViewport,
+  } = usePageRenderer(({ stage, pageLayer }) => createPageCanvas(stage, pageLayer));
+
+  const { _className, scale } = pageContext;
 
   const { envelope } = envelopeData;
 
-  const canvasElement = useRef<HTMLCanvasElement>(null);
-  const konvaContainer = useRef<HTMLDivElement>(null);
+  const localPageFields = useMemo(() => {
+    let fieldsToRender = recipientFields;
 
-  const stage = useRef<Konva.Stage | null>(null);
-  const pageLayer = useRef<Layer | null>(null);
+    if (recipient.role === RecipientRole.ASSISTANT) {
+      fieldsToRender = selectedAssistantRecipientFields;
+    }
 
-  const viewport = useMemo(
-    () => page.getViewport({ scale, rotation: rotate }),
-    [page, rotate, scale],
-  );
+    return fieldsToRender.filter(
+      (field) =>
+        field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
+    );
+  }, [recipientFields, selectedAssistantRecipientFields, pageContext.pageNumber]);
 
-  const localPageFields = useMemo(
-    () =>
-      recipientFields.filter(
-        (field) =>
-          field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
-      ),
-    [recipientFields, pageContext.pageNumber],
-  );
-
-  // Custom renderer from Konva examples.
-  useEffect(
-    function drawPageOnCanvas() {
-      if (!page) {
-        return;
-      }
-
-      const { current: canvas } = canvasElement;
-      const { current: container } = konvaContainer;
-
-      if (!canvas || !container) {
-        return;
-      }
-
-      const renderContext: RenderParameters = {
-        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-        canvasContext: canvas.getContext('2d', { alpha: false }) as CanvasRenderingContext2D,
-        viewport,
-      };
-
-      const cancellable = page.render(renderContext);
-      const runningTask = cancellable;
-
-      cancellable.promise.catch(() => {
-        // Intentionally empty
-      });
-
-      void cancellable.promise.then(() => {
-        createPageCanvas(container);
-      });
-
-      return () => {
-        runningTask.cancel();
-      };
-    },
-    [page, viewport],
-  );
-
-  const renderFieldOnLayer = (unparsedField: Field) => {
+  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
@@ -137,6 +97,7 @@ export default function EnvelopeSignerPageRenderer() {
     }
 
     const { fieldGroup } = renderField({
+      scale,
       pageLayer: pageLayer.current,
       field: {
         renderId: fieldToRender.id.toString(),
@@ -145,9 +106,11 @@ export default function EnvelopeSignerPageRenderer() {
         height: Number(fieldToRender.height),
         positionX: Number(fieldToRender.positionX),
         positionY: Number(fieldToRender.positionY),
+        signature: unparsedField.signature,
       },
-      pageWidth: viewport.width,
-      pageHeight: viewport.height,
+      translations: getClientSideFieldTranslations(i18n),
+      pageWidth: unscaledViewport.width,
+      pageHeight: unscaledViewport.height,
       color,
       mode: 'sign',
     });
@@ -158,19 +121,35 @@ export default function EnvelopeSignerPageRenderer() {
 
       const { width: fieldWidth, height: fieldHeight } = fieldGroup.getClientRect();
 
-      const foundField = recipientFields.find((f) => f.id === unparsedField.id);
+      const foundField = localPageFields.find((f) => f.id === unparsedField.id);
       const foundLoadingGroup = currentTarget.findOne('.loading-spinner-group');
 
       if (!foundField || foundLoadingGroup || foundField.fieldMeta?.readOnly) {
         return;
       }
 
-      const loadingSpinnerGroup = createSpinner({
-        fieldWidth,
-        fieldHeight,
-      });
+      let localEmail: string | null = email;
+      let localFullName: string | null = fullName;
+      let placeholderEmail: string | null = null;
 
-      fieldGroup.add(loadingSpinnerGroup);
+      if (recipient.role === RecipientRole.ASSISTANT) {
+        localEmail = selectedAssistantRecipient?.email || null;
+        localFullName = selectedAssistantRecipient?.name || null;
+      }
+
+      // Allows us let the user set a different email than their current logged in email.
+      if (isDirectTemplate) {
+        placeholderEmail = sessionData?.user?.email || email || recipient.email;
+
+        if (!placeholderEmail || placeholderEmail === DIRECT_TEMPLATE_RECIPIENT_EMAIL) {
+          placeholderEmail = null;
+        }
+      }
+
+      const loadingSpinnerGroup = createSpinner({
+        fieldWidth: fieldWidth / scale,
+        fieldHeight: fieldHeight / scale,
+      });
 
       const parsedFoundField = ZFullFieldSchema.parse(foundField);
 
@@ -179,34 +158,39 @@ export default function EnvelopeSignerPageRenderer() {
          * CHECKBOX FIELD.
          */
         .with({ type: FieldType.CHECKBOX }, (field) => {
-          const { fieldMeta } = field;
+          const clickedCheckboxIndex = Number(target.getAttr('internalCheckboxIndex'));
 
-          const { values } = fieldMeta;
+          if (Number.isNaN(clickedCheckboxIndex)) {
+            return;
+          }
 
-          const checkedValues = (values || [])
-            .map((v) => ({
-              ...v,
-              checked: v.id === target.getAttr('internalCheckboxId') ? !v.checked : v.checked,
-            }))
-            .filter((v) => v.checked);
-
-          void signField(field.id, {
-            type: FieldType.CHECKBOX,
-            value: checkedValues.map((v) => v.id),
-          }).finally(() => {
-            loadingSpinnerGroup.destroy();
-          });
+          handleCheckboxFieldClick({ field, clickedCheckboxIndex })
+            .then(async (payload) => {
+              if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
+                await signField(field.id, payload);
+              }
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
         })
         /**
          * RADIO FIELD.
          */
         .with({ type: FieldType.RADIO }, (field) => {
-          const { fieldMeta } = foundField;
+          const selectedRadioIndex = Number(target.getAttr('internalRadioIndex'));
+          const fieldCustomText = Number(field.customText);
 
-          const checkedValue = target.getAttr('internalRadioValue');
+          if (Number.isNaN(selectedRadioIndex)) {
+            return;
+          }
+
+          fieldGroup.add(loadingSpinnerGroup);
 
           // Uncheck the value if it's already pressed.
-          const value = field.inserted && checkedValue === field.customText ? null : checkedValue;
+          const value =
+            field.inserted && selectedRadioIndex === fieldCustomText ? null : selectedRadioIndex;
 
           void signField(field.id, {
             type: FieldType.RADIO,
@@ -222,6 +206,7 @@ export default function EnvelopeSignerPageRenderer() {
           handleNumberFieldClick({ field, number: null })
             .then(async (payload) => {
               if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
                 await signField(field.id, payload);
               }
             })
@@ -236,6 +221,7 @@ export default function EnvelopeSignerPageRenderer() {
           handleTextFieldClick({ field, text: null })
             .then(async (payload) => {
               if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
                 await signField(field.id, payload);
               }
             })
@@ -247,9 +233,10 @@ export default function EnvelopeSignerPageRenderer() {
          * EMAIL FIELD.
          */
         .with({ type: FieldType.EMAIL }, (field) => {
-          handleEmailFieldClick({ field, email })
+          handleEmailFieldClick({ field, email: localEmail, placeholderEmail })
             .then(async (payload) => {
               if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
                 await signField(field.id, payload); // Todo: Envelopes - Handle errors
               }
 
@@ -265,11 +252,12 @@ export default function EnvelopeSignerPageRenderer() {
          * INITIALS FIELD.
          */
         .with({ type: FieldType.INITIALS }, (field) => {
-          const initials = fullName ? extractInitials(fullName) : null;
+          const initials = localFullName ? extractInitials(localFullName) : null;
 
           handleInitialsFieldClick({ field, initials })
             .then(async (payload) => {
               if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
                 await signField(field.id, payload);
               }
             })
@@ -281,9 +269,10 @@ export default function EnvelopeSignerPageRenderer() {
          * NAME FIELD.
          */
         .with({ type: FieldType.NAME }, (field) => {
-          handleNameFieldClick({ field, name: fullName })
+          handleNameFieldClick({ field, name: localFullName })
             .then(async (payload) => {
               if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
                 await signField(field.id, payload);
               }
 
@@ -302,6 +291,7 @@ export default function EnvelopeSignerPageRenderer() {
           handleDropdownFieldClick({ field, text: null })
             .then(async (payload) => {
               if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
                 await signField(field.id, payload);
               }
 
@@ -315,6 +305,8 @@ export default function EnvelopeSignerPageRenderer() {
          * DATE FIELD.
          */
         .with({ type: FieldType.DATE }, (field) => {
+          fieldGroup.add(loadingSpinnerGroup);
+
           void signField(field.id, {
             type: FieldType.DATE,
             value: !field.inserted,
@@ -336,6 +328,7 @@ export default function EnvelopeSignerPageRenderer() {
           })
             .then(async (payload) => {
               if (payload) {
+                fieldGroup.add(loadingSpinnerGroup);
                 await signField(field.id, payload);
               }
 
@@ -348,38 +341,22 @@ export default function EnvelopeSignerPageRenderer() {
             });
         })
         .exhaustive();
-
-      console.log('Field clicked');
     };
 
-    fieldGroup.off('click');
-    fieldGroup.on('click', handleFieldGroupClick);
+    fieldGroup.off('pointerdown');
+    fieldGroup.on('pointerdown', handleFieldGroupClick);
   };
 
   /**
-   * Create the initial Konva page canvas and initialize all fields and interactions.
+   * Initialize the Konva page canvas and all fields and interactions.
    */
-  const createPageCanvas = (container: HTMLDivElement) => {
-    stage.current = new Konva.Stage({
-      container,
-      width: viewport.width,
-      height: viewport.height,
-    });
-
-    // Create the main layer for interactive elements.
-    pageLayer.current = new Konva.Layer();
-    stage.current?.add(pageLayer.current);
-
-    console.log({
-      localPageFields,
-    });
-
+  const createPageCanvas = (currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
     // Render the fields.
     for (const field of localPageFields) {
-      renderFieldOnLayer(field);
+      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
     }
 
-    pageLayer.current.batchDraw();
+    currentPageLayer.batchDraw();
   };
 
   /**
@@ -392,25 +369,61 @@ export default function EnvelopeSignerPageRenderer() {
 
     localPageFields.forEach((field) => {
       console.log('Field changed/inserted, rendering on canvas');
-      renderFieldOnLayer(field);
+      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
     });
 
     pageLayer.current.batchDraw();
   }, [localPageFields, showPendingFieldTooltip, fullName, signature, email]);
 
+  /**
+   * Rerender the whole page if the selected assistant recipient changes.
+   */
+  useEffect(() => {
+    if (!pageLayer.current || !stage.current) {
+      return;
+    }
+
+    // Rerender the whole page.
+    pageLayer.current.destroyChildren();
+
+    localPageFields.forEach((field) => {
+      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
+    });
+
+    pageLayer.current.batchDraw();
+  }, [selectedAssistantRecipient]);
+
   if (!currentEnvelopeItem) {
     return null;
   }
 
   return (
-    <div className="relative" key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}>
+    <div
+      className="relative w-full"
+      key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
+    >
+      {showPendingFieldTooltip &&
+        recipientFieldsRemaining.length > 0 &&
+        recipientFieldsRemaining[0]?.envelopeItemId === currentEnvelopeItem?.id &&
+        recipientFieldsRemaining[0]?.page === pageContext.pageNumber && (
+          <EnvelopeFieldToolTip
+            key={recipientFieldsRemaining[0].id}
+            field={recipientFieldsRemaining[0]}
+            color="warning"
+          >
+            <Trans>Click to insert field</Trans>
+          </EnvelopeFieldToolTip>
+        )}
+
+      {/* The element Konva will inject it's canvas into. */}
       <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 
+      {/* Canvas the PDF will be rendered on. */}
       <canvas
         className={`${_className}__canvas z-0`}
-        height={viewport.height}
         ref={canvasElement}
-        width={viewport.width}
+        height={scaledViewport.height}
+        width={scaledViewport.width}
       />
     </div>
   );

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

@@ -0,0 +1,183 @@
+import { useMemo } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { FieldType } from '@prisma/client';
+import { useNavigate, useSearchParams } from 'react-router';
+
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { isBase64Image } from '@documenso/lib/constants/signatures';
+import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+import { trpc } from '@documenso/trpc/react';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { DocumentSigningCompleteDialog } from '../document-signing/document-signing-complete-dialog';
+import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
+
+export const EnvelopeSignerCompleteDialog = () => {
+  const navigate = useNavigate();
+  const analytics = useAnalytics();
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [searchParams] = useSearchParams();
+
+  const {
+    isDirectTemplate,
+    envelope,
+    setShowPendingFieldTooltip,
+    recipientFieldsRemaining,
+    recipient,
+    nextRecipient,
+    email,
+    fullName,
+  } = useRequiredEnvelopeSigningContext();
+
+  const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const { mutateAsync: completeDocument, isPending } =
+    trpc.recipient.completeDocumentWithToken.useMutation();
+
+  const { mutateAsync: createDocumentFromDirectTemplate } =
+    trpc.template.createDocumentFromDirectTemplate.useMutation();
+
+  const handleOnNextFieldClick = () => {
+    const nextField = recipientFieldsRemaining[0];
+
+    if (!nextField) {
+      setShowPendingFieldTooltip(false);
+      return;
+    }
+
+    if (nextField.envelopeItemId !== currentEnvelopeItem?.id) {
+      setCurrentEnvelopeItem(nextField.envelopeItemId);
+    }
+
+    const fieldTooltip = document.querySelector(`#field-tooltip`);
+
+    if (fieldTooltip) {
+      fieldTooltip.scrollIntoView({ behavior: 'smooth', block: 'center' });
+    }
+
+    setShowPendingFieldTooltip(true);
+  };
+
+  const handleOnCompleteClick = async (
+    nextSigner?: { name: string; email: string },
+    accessAuthOptions?: TRecipientAccessAuth,
+  ) => {
+    const payload = {
+      token: recipient.token,
+      documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+      authOptions: accessAuthOptions,
+      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
+    };
+
+    await completeDocument(payload);
+
+    analytics.capture('App: Recipient has completed signing', {
+      signerId: recipient.id,
+      documentId: envelope.id,
+      timestamp: new Date().toISOString(),
+    });
+
+    if (envelope.documentMeta.redirectUrl) {
+      window.location.href = envelope.documentMeta.redirectUrl;
+    } else {
+      await navigate(`/sign/${recipient.token}/complete`);
+    }
+  };
+
+  /**
+   * Direct template completion flow.
+   */
+  const handleDirectTemplateCompleteClick = async (
+    nextSigner?: { name: string; email: string },
+    accessAuthOptions?: TRecipientAccessAuth,
+    recipientDetails?: { name: string; email: string },
+  ) => {
+    try {
+      let directTemplateExternalId = searchParams?.get('externalId') || undefined;
+
+      if (directTemplateExternalId) {
+        directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
+      }
+
+      const { token } = await createDocumentFromDirectTemplate({
+        directTemplateToken: recipient.token, // The direct template token is inserted into the recipient token for ease of use.
+        directTemplateExternalId,
+        directRecipientName: recipientDetails?.name || fullName,
+        directRecipientEmail: recipientDetails?.email || email,
+        templateUpdatedAt: envelope.updatedAt,
+        signedFieldValues: recipient.fields.map((field) => {
+          let value = field.customText;
+          let isBase64 = false;
+
+          if (field.type === FieldType.SIGNATURE && field.signature) {
+            value = field.signature.signatureImageAsBase64 || field.signature.typedSignature || '';
+            isBase64 = isBase64Image(value);
+          }
+
+          return {
+            token: '',
+            fieldId: field.id,
+            value,
+            isBase64,
+          };
+        }),
+        nextSigner,
+      });
+
+      const redirectUrl = envelope.documentMeta.redirectUrl;
+
+      if (redirectUrl) {
+        window.location.href = redirectUrl;
+      } else {
+        await navigate(`/sign/${token}/complete`);
+      }
+    } catch (err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`We were unable to submit this document at this time. Please try again later.`,
+        variant: 'destructive',
+      });
+
+      throw err;
+    }
+  };
+
+  const directTemplatePayload = useMemo(() => {
+    if (!isDirectTemplate) {
+      return;
+    }
+
+    return {
+      name: fullName,
+      email: email,
+    };
+  }, [email, fullName, isDirectTemplate]);
+
+  return (
+    <DocumentSigningCompleteDialog
+      isSubmitting={isPending}
+      directTemplatePayload={directTemplatePayload}
+      onSignatureComplete={
+        isDirectTemplate ? handleDirectTemplateCompleteClick : handleOnCompleteClick
+      }
+      documentTitle={envelope.title}
+      fields={recipientFieldsRemaining}
+      fieldsValidated={handleOnNextFieldClick}
+      recipient={recipient}
+      allowDictateNextSigner={Boolean(
+        nextRecipient && envelope.documentMeta.allowDictateNextSigner,
+      )}
+      defaultNextSigner={
+        nextRecipient ? { name: nextRecipient.name, email: nextRecipient.email } : undefined
+      }
+      buttonSize="sm"
+      position="center"
+    />
+  );
+};

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

@@ -5,6 +5,8 @@ import { FolderType } from '@prisma/client';
 import { FolderIcon, HomeIcon } from 'lucide-react';
 import { Link } from 'react-router';
 
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { IS_ENVELOPES_ENABLED } from '@documenso/lib/constants/app';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
 import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
@@ -19,6 +21,8 @@ import { DocumentUploadButton } from '~/components/general/document/document-upl
 import { FolderCard, FolderCardEmpty } from '~/components/general/folder/folder-card';
 import { useCurrentTeam } from '~/providers/team';
 
+import { EnvelopeUploadButton } from '../document/envelope-upload-button';
+
 export type FolderGridProps = {
   type: FolderType;
   parentId: string | null;
@@ -26,6 +30,7 @@ export type FolderGridProps = {
 
 export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
   const team = useCurrentTeam();
+  const organisation = useCurrentOrganisation();
 
   const [isMovingFolder, setIsMovingFolder] = useState(false);
   const [folderToMove, setFolderToMove] = useState<TFolderWithSubfolders | null>(null);
@@ -94,8 +99,9 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
         </div>
 
         <div className="flex gap-4 sm:flex-row sm:justify-end">
-          {/* Todo: Envelopes - Feature flag */}
-          {/* <EnvelopeUploadButton type={type} folderId={parentId || undefined} /> */}
+          {(IS_ENVELOPES_ENABLED || organisation.organisationClaim.flags.allowEnvelopes) && (
+            <EnvelopeUploadButton type={type} folderId={parentId || undefined} />
+          )}
 
           {type === FolderType.DOCUMENT ? (
             <DocumentUploadButton />

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

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

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

@@ -17,6 +17,8 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
+import { EnvelopeDownloadDialog } from '../dialogs/envelope-download-dialog';
+
 export type DocumentsTableActionButtonProps = {
   row: TDocumentRow;
 };
@@ -88,6 +90,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
     isComplete,
     isSigned,
     isCurrentTeamDocument,
+    internalVersion: row.internalVersion,
   })
     .with(
       isOwner ? { isDraft: true, isOwner: true } : { isDraft: true, isCurrentTeamDocument: true },
@@ -131,6 +134,19 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
         <Trans>View</Trans>
       </Button>
     ))
+    .with({ isComplete: true, internalVersion: 2 }, () => (
+      <EnvelopeDownloadDialog
+        envelopeId={row.envelopeId}
+        envelopeStatus={row.status}
+        token={recipient?.token}
+        trigger={
+          <Button className="w-32">
+            <Download className="-ml-1 mr-2 inline h-4 w-4" />
+            <Trans>Download</Trans>
+          </Button>
+        }
+      />
+    ))
     .with({ isComplete: true }, () => (
       <Button className="w-32" onClick={onDownloadClick}>
         <Download className="-ml-1 mr-2 inline h-4 w-4" />

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

@@ -42,6 +42,8 @@ import { DocumentResendDialog } from '~/components/dialogs/document-resend-dialo
 import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/document-recipient-link-copy-dialog';
 import { useCurrentTeam } from '~/providers/team';
 
+import { EnvelopeDownloadDialog } from '../dialogs/envelope-download-dialog';
+
 export type DocumentsTableActionDropdownProps = {
   row: TDocumentRow;
   onMoveDocument?: () => void;
@@ -176,15 +178,33 @@ export const DocumentsTableActionDropdown = ({
           </Link>
         </DropdownMenuItem>
 
-        <DropdownMenuItem disabled={!isComplete} onClick={onDownloadClick}>
-          <Download className="mr-2 h-4 w-4" />
-          <Trans>Download</Trans>
-        </DropdownMenuItem>
+        {row.internalVersion === 2 ? (
+          <EnvelopeDownloadDialog
+            envelopeId={row.envelopeId}
+            envelopeStatus={row.status}
+            token={recipient?.token}
+            trigger={
+              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+                <div>
+                  <Download className="mr-2 h-4 w-4" />
+                  <Trans>Download</Trans>
+                </div>
+              </DropdownMenuItem>
+            }
+          />
+        ) : (
+          <>
+            <DropdownMenuItem disabled={!isComplete} onClick={onDownloadClick}>
+              <Download className="mr-2 h-4 w-4" />
+              <Trans>Download</Trans>
+            </DropdownMenuItem>
 
-        <DropdownMenuItem onClick={onDownloadOriginalClick}>
-          <FileDown className="mr-2 h-4 w-4" />
-          <Trans>Download Original</Trans>
-        </DropdownMenuItem>
+            <DropdownMenuItem onClick={onDownloadOriginalClick}>
+              <FileDown className="mr-2 h-4 w-4" />
+              <Trans>Download Original</Trans>
+            </DropdownMenuItem>
+          </>
+        )}
 
         <DropdownMenuItem onClick={() => setDuplicateDialogOpen(true)}>
           <Copy className="mr-2 h-4 w-4" />

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

@@ -159,6 +159,7 @@ export const TemplatesTable = ({
           return (
             <div className="flex items-center gap-x-4">
               <TemplateUseDialog
+                envelopeId={row.original.envelopeId}
                 templateId={row.original.id}
                 templateSigningOrder={row.original.templateMeta?.signingOrder}
                 documentDistributionMethod={row.original.templateMeta?.distributionMethod}

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

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

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

@@ -34,6 +34,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { AdminOrganisationMemberUpdateDialog } from '~/components/dialogs/admin-organisation-member-update-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { SettingsHeader } from '~/components/general/settings-header';
 
@@ -71,23 +72,6 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
       },
     });
 
-  const { mutateAsync: promoteToOwner, isPending: isPromotingToOwner } =
-    trpc.admin.organisationMember.promoteToOwner.useMutation({
-      onSuccess: () => {
-        toast({
-          title: t`Success`,
-          description: t`Member promoted to owner successfully`,
-        });
-      },
-      onError: () => {
-        toast({
-          title: t`Error`,
-          description: t`We couldn't promote the member to owner. Please try again.`,
-          variant: 'destructive',
-        });
-      },
-    });
-
   const teamsColumns = useMemo(() => {
     return [
       {
@@ -120,23 +104,24 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
       },
       {
         header: t`Actions`,
-        cell: ({ row }) => (
-          <div className="flex justify-end space-x-2">
-            <Button
-              variant="outline"
-              disabled={row.original.userId === organisation?.ownerUserId}
-              loading={isPromotingToOwner}
-              onClick={async () =>
-                promoteToOwner({
-                  organisationId,
-                  userId: row.original.userId,
-                })
-              }
-            >
-              <Trans>Promote to owner</Trans>
-            </Button>
-          </div>
-        ),
+        cell: ({ row }) => {
+          const isOwner = row.original.userId === organisation?.ownerUserId;
+
+          return (
+            <div className="flex justify-end space-x-2">
+              <AdminOrganisationMemberUpdateDialog
+                trigger={
+                  <Button variant="outline">
+                    <Trans>Update role</Trans>
+                  </Button>
+                }
+                organisationId={organisationId}
+                organisationMember={row.original}
+                isOwner={isOwner}
+              />
+            </div>
+          );
+        },
       },
     ] satisfies DataTableColumnDef<TGetAdminOrganisationResponse['members'][number]>[];
   }, [organisation]);
@@ -404,6 +389,7 @@ const OrganisationAdminForm = ({ organisation }: OrganisationAdminFormOptions) =
       claims: {
         teamCount: organisation.organisationClaim.teamCount,
         memberCount: organisation.organisationClaim.memberCount,
+        envelopeItemCount: organisation.organisationClaim.envelopeItemCount,
         flags: organisation.organisationClaim.flags,
       },
       originalSubscriptionClaimId: organisation.organisationClaim.originalSubscriptionClaimId || '',
@@ -561,6 +547,30 @@ const OrganisationAdminForm = ({ organisation }: OrganisationAdminFormOptions) =
           )}
         />
 
+        <FormField
+          control={form.control}
+          name="claims.envelopeItemCount"
+          render={({ field }) => (
+            <FormItem>
+              <FormLabel>
+                <Trans>Envelope Item Count</Trans>
+              </FormLabel>
+              <FormControl>
+                <Input
+                  type="number"
+                  min={1}
+                  {...field}
+                  onChange={(e) => field.onChange(parseInt(e.target.value, 10) || 0)}
+                />
+              </FormControl>
+              <FormDescription>
+                <Trans>Maximum number of uploaded files per envelope allowed</Trans>
+              </FormDescription>
+              <FormMessage />
+            </FormItem>
+          )}
+        />
+
         <div>
           <FormLabel>
             <Trans>Feature Flags</Trans>

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

@@ -5,7 +5,10 @@ import { Trans } from '@lingui/react/macro';
 import { SubscriptionStatus } from '@prisma/client';
 import { Link, Outlet } from 'react-router';
 
-import { PAID_PLAN_LIMITS } from '@documenso/ee/server-only/limits/constants';
+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 { TrpcProvider } from '@documenso/trpc/react';
@@ -38,12 +41,14 @@ export default function Layout() {
           recipients: 0,
           directTemplates: 0,
         },
+        maximumEnvelopeItemCount: 0,
       };
     }
 
     return {
       quota: PAID_PLAN_LIMITS,
       remaining: PAID_PLAN_LIMITS,
+      maximumEnvelopeItemCount: DEFAULT_MINIMUM_ENVELOPE_ITEM_COUNT,
     };
   }, [organisation?.subscription]);
 

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

@@ -15,6 +15,7 @@ import {
   mapFieldsWithRecipients,
 } from '@documenso/ui/components/document/document-read-only-fields';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
+import { cn } from '@documenso/ui/lib/utils';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -87,6 +88,8 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
 
   const documentRootPath = formatDocumentsPath(team.url);
 
+  const isMultiEnvelopeItem = envelope.envelopeItems.length > 1 && envelope.internalVersion === 2;
+
   return (
     <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
       {envelope.status === DocumentStatus.PENDING && (
@@ -140,40 +143,52 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
       </div>
 
       <div className="mt-6 grid w-full grid-cols-12 gap-8">
-        <Card
-          className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
-          gradient
-        >
-          <CardContent className="p-2">
-            {envelope.internalVersion === 2 ? (
-              <EnvelopeRenderProvider envelope={envelope} fields={envelope.fields}>
+        {envelope.internalVersion === 2 ? (
+          <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
+            <EnvelopeRenderProvider
+              envelope={envelope}
+              fields={envelope.status == DocumentStatus.COMPLETED ? [] : envelope.fields}
+              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+            >
+              {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />
+              )}
 
-                <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
-              </EnvelopeRenderProvider>
-            ) : (
-              <>
-                {envelope.status !== DocumentStatus.COMPLETED && (
-                  <DocumentReadOnlyFields
-                    fields={mapFieldsWithRecipients(envelope.fields, envelope.recipients)}
-                    documentMeta={envelope.documentMeta || undefined}
-                    showRecipientTooltip={true}
-                    showRecipientColors={true}
-                    recipientIds={envelope.recipients.map((recipient) => recipient.id)}
-                  />
-                )}
-
-                <PDFViewer
-                  document={envelope}
-                  key={envelope.envelopeItems[0].id}
-                  documentData={envelope.envelopeItems[0].documentData}
+              <Card className="rounded-xl before:rounded-xl" gradient>
+                <CardContent className="p-2">
+                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                </CardContent>
+              </Card>
+            </EnvelopeRenderProvider>
+          </div>
+        ) : (
+          <Card
+            className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+            gradient
+          >
+            <CardContent className="p-2">
+              {envelope.status !== DocumentStatus.COMPLETED && (
+                <DocumentReadOnlyFields
+                  fields={mapFieldsWithRecipients(envelope.fields, envelope.recipients)}
+                  documentMeta={envelope.documentMeta || undefined}
+                  showRecipientTooltip={true}
+                  showRecipientColors={true}
+                  recipientIds={envelope.recipients.map((recipient) => recipient.id)}
                 />
-              </>
-            )}
-          </CardContent>
-        </Card>
+              )}
 
-        <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+              <PDFViewer
+                document={envelope}
+                key={envelope.envelopeItems[0].id}
+                documentData={envelope.envelopeItems[0].documentData}
+              />
+            </CardContent>
+          </Card>
+        )}
+
+        <div
+          className={cn('col-span-12 lg:col-span-6 xl:col-span-5', isMultiEnvelopeItem && 'mt-20')}
+        >
           <div className="space-y-6">
             <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">
               <div className="flex flex-row items-center justify-between px-4">

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

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

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

@@ -9,6 +9,7 @@ import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { logDocumentAccess } from '@documenso/lib/utils/logger';
 import { canAccessTeamDocument, formatDocumentsPath } from '@documenso/lib/utils/teams';
 
+import { DocumentAttachmentsPopover } from '~/components/general/document/document-attachments-popover';
 import { DocumentEditForm } from '~/components/general/document/document-edit-form';
 import { DocumentStatus } from '~/components/general/document/document-status';
 import { LegacyFieldWarningPopover } from '~/components/general/legacy-field-warning-popover';
@@ -122,11 +123,13 @@ export default function DocumentEditPage() {
           </div>
         </div>
 
-        {document.useLegacyFieldInsertion && (
-          <div>
+        <div className="flex items-center gap-x-4">
+          <DocumentAttachmentsPopover envelopeId={document.envelopeId} />
+
+          {document.useLegacyFieldInsertion && (
             <LegacyFieldWarningPopover type="document" documentId={document.id} />
-          </div>
-        )}
+          )}
+        </div>
       </div>
 
       <DocumentEditForm

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

@@ -11,6 +11,7 @@ import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/t
 import { trpc } from '@documenso/trpc/react';
 import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
+import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
@@ -108,6 +109,8 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
       }
     : undefined;
 
+  const isMultiEnvelopeItem = envelope.envelopeItems.length > 1 && envelope.internalVersion === 2;
+
   return (
     <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
       <Link to={templateRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
@@ -163,39 +166,51 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
       </div>
 
       <div className="mt-6 grid w-full grid-cols-12 gap-8">
-        <Card
-          className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
-          gradient
-        >
-          <CardContent className="p-2">
-            {envelope.internalVersion === 2 ? (
-              <EnvelopeRenderProvider envelope={envelope} fields={envelope.fields}>
+        {envelope.internalVersion === 2 ? (
+          <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
+            <EnvelopeRenderProvider
+              envelope={envelope}
+              fields={envelope.fields}
+              recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+            >
+              {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />
+              )}
 
-                <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
-              </EnvelopeRenderProvider>
-            ) : (
-              <>
-                <DocumentReadOnlyFields
-                  fields={readOnlyFields}
-                  showFieldStatus={false}
-                  showRecipientTooltip={true}
-                  showRecipientColors={true}
-                  recipientIds={envelope.recipients.map((recipient) => recipient.id)}
-                  documentMeta={mockedDocumentMeta}
-                />
+              <Card className="rounded-xl before:rounded-xl" gradient>
+                <CardContent className="p-2">
+                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                </CardContent>
+              </Card>
+            </EnvelopeRenderProvider>
+          </div>
+        ) : (
+          <Card
+            className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+            gradient
+          >
+            <CardContent className="p-2">
+              <DocumentReadOnlyFields
+                fields={readOnlyFields}
+                showFieldStatus={false}
+                showRecipientTooltip={true}
+                showRecipientColors={true}
+                recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+                documentMeta={mockedDocumentMeta}
+              />
 
-                <PDFViewer
-                  document={envelope}
-                  key={envelope.envelopeItems[0].id}
-                  documentData={envelope.envelopeItems[0].documentData}
-                />
-              </>
-            )}
-          </CardContent>
-        </Card>
+              <PDFViewer
+                document={envelope}
+                key={envelope.envelopeItems[0].id}
+                documentData={envelope.envelopeItems[0].documentData}
+              />
+            </CardContent>
+          </Card>
+        )}
 
-        <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+        <div
+          className={cn('col-span-12 lg:col-span-6 xl:col-span-5', isMultiEnvelopeItem && 'mt-20')}
+        >
           <div className="space-y-6">
             <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">
               <div className="flex flex-row items-center justify-between px-4">
@@ -223,6 +238,7 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
 
               <div className="mt-4 border-t px-4 pt-4">
                 <TemplateUseDialog
+                  envelopeId={envelope.id}
                   templateId={mapSecondaryIdToTemplateId(envelope.secondaryId)}
                   templateSigningOrder={envelope.documentMeta?.signingOrder}
                   recipients={envelope.recipients}

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

@@ -8,6 +8,7 @@ import { getTemplateById } from '@documenso/lib/server-only/template/get-templat
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 
 import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
+import { DocumentAttachmentsPopover } from '~/components/general/document/document-attachments-popover';
 import { LegacyFieldWarningPopover } from '~/components/general/legacy-field-warning-popover';
 import { TemplateDirectLinkBadge } from '~/components/general/template/template-direct-link-badge';
 import { TemplateEditForm } from '~/components/general/template/template-edit-form';
@@ -87,6 +88,8 @@ export default function TemplateEditPage() {
         </div>
 
         <div className="mt-2 flex items-center gap-2 sm:mt-0 sm:self-end">
+          <DocumentAttachmentsPopover envelopeId={template.envelopeId} />
+
           <TemplateDirectLinkDialog
             templateId={template.id}
             directLink={template.directLink}

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

@@ -22,7 +22,9 @@ export default function RecipientLayout({ matches }: Route.ComponentProps) {
 
   // Hide the header for signing routes.
   const hideHeader = matches.some(
-    (match) => match?.id === 'routes/_recipient+/sign.$token+/_index',
+    (match) =>
+      match?.id === 'routes/_recipient+/sign.$token+/_index' ||
+      match?.id === 'routes/_recipient+/d.$token+/_index',
   );
 
   return (

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

@@ -4,20 +4,28 @@ import { redirect } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
+import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getEnvelopeForDirectTemplateSigning } from '@documenso/lib/server-only/envelope/get-envelope-for-direct-template-signing';
 import { getTemplateByDirectLinkToken } from '@documenso/lib/server-only/template/get-template-by-direct-link-token';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
 
+import { Header as AuthenticatedHeader } from '~/components/general/app-header';
 import { DirectTemplatePageView } from '~/components/general/direct-template/direct-template-page';
 import { DirectTemplateAuthPageView } from '~/components/general/direct-template/direct-template-signing-auth-page';
+import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
 import { DocumentSigningAuthProvider } from '~/components/general/document-signing/document-signing-auth-provider';
+import { DocumentSigningPageViewV2 } from '~/components/general/document-signing/document-signing-page-view-v2';
 import { DocumentSigningProvider } from '~/components/general/document-signing/document-signing-provider';
+import { EnvelopeSigningProvider } from '~/components/general/document-signing/envelope-signing-provider';
 import { superLoaderJson, useSuperLoaderData } from '~/utils/super-json-loader';
 
 import type { Route } from './+types/_index';
 
-export async function loader({ params, request }: Route.LoaderArgs) {
+const handleV1Loader = async ({ params, request }: Route.LoaderArgs) => {
   const session = await getOptionalSession(request);
 
   const { token } = params;
@@ -55,27 +63,108 @@ export async function loader({ params, request }: Route.LoaderArgs) {
   );
 
   if (!isAccessAuthValid) {
-    return superLoaderJson({
+    return {
       isAccessAuthValid: false as const,
-    });
+    };
   }
 
-  return superLoaderJson({
+  return {
     isAccessAuthValid: true,
     template: {
       ...template,
       folder: null,
     },
     directTemplateRecipient,
+  } as const;
+};
+
+const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
+  const session = await getOptionalSession(request);
+
+  const { token } = params;
+
+  if (!token) {
+    throw redirect('/');
+  }
+
+  return await getEnvelopeForDirectTemplateSigning({
+    token,
+    userId: session?.user?.id,
+  })
+    .then((envelopeForSigning) => {
+      return {
+        isDocumentAccessValid: true,
+        envelopeForSigning,
+      } as const;
+    })
+    .catch((e) => {
+      const error = AppError.parseError(e);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        return {
+          isDocumentAccessValid: false,
+        } as const;
+      }
+
+      throw new Response('Not Found', { status: 404 });
+    });
+};
+
+export async function loader(loaderArgs: Route.LoaderArgs) {
+  const { token } = loaderArgs.params;
+
+  if (!token) {
+    throw redirect('/');
+  }
+
+  const directEnvelope = await prisma.envelope.findFirst({
+    where: {
+      directLink: {
+        enabled: true,
+        token,
+      },
+    },
+    select: {
+      internalVersion: true,
+    },
+  });
+
+  if (!directEnvelope) {
+    throw new Response('Not Found', { status: 404 });
+  }
+
+  if (directEnvelope.internalVersion === 2) {
+    const payloadV2 = await handleV2Loader(loaderArgs);
+
+    return superLoaderJson({
+      version: 2,
+      payload: payloadV2,
+    } as const);
+  }
+
+  const payloadV1 = await handleV1Loader(loaderArgs);
+
+  return superLoaderJson({
+    version: 1,
+    payload: payloadV1,
   } as const);
 }
 
 export default function DirectTemplatePage() {
-  const { sessionData } = useOptionalSession();
-  const user = sessionData?.user;
-
   const data = useSuperLoaderData<typeof loader>();
 
+  if (data.version === 2) {
+    return <DirectSigningPageV2 data={data.payload} />;
+  }
+
+  return <DirectSigningPageV1 data={data.payload} />;
+}
+
+const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV1Loader>> }) => {
+  const { sessionData } = useOptionalSession();
+
+  const user = sessionData?.user;
+
   // Should not be possible for directLink to be null.
   if (!data.isAccessAuthValid) {
     return <DirectTemplateAuthPageView />;
@@ -97,28 +186,69 @@ export default function DirectTemplatePage() {
         recipient={directTemplateRecipient}
         user={user}
       >
-        <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
-          <h1
-            className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
-            title={template.title}
-          >
-            {template.title}
-          </h1>
+        <>
+          {sessionData?.user && <AuthenticatedHeader />}
 
-          <div className="text-muted-foreground mb-8 mt-2.5 flex items-center gap-x-2">
-            <UsersIcon className="h-4 w-4" />
-            <p className="text-muted-foreground/80">
-              <Plural value={template.recipients.length} one="# recipient" other="# recipients" />
-            </p>
+          <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+            <h1
+              className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+              title={template.title}
+            >
+              {template.title}
+            </h1>
+
+            <div className="text-muted-foreground mb-8 mt-2.5 flex items-center gap-x-2">
+              <UsersIcon className="h-4 w-4" />
+              <p className="text-muted-foreground/80">
+                <Plural value={template.recipients.length} one="# recipient" other="# recipients" />
+              </p>
+            </div>
+
+            <DirectTemplatePageView
+              directTemplateRecipient={directTemplateRecipient}
+              directTemplateToken={template.directLink.token}
+              template={template}
+            />
           </div>
-
-          <DirectTemplatePageView
-            directTemplateRecipient={directTemplateRecipient}
-            directTemplateToken={template.directLink.token}
-            template={template}
-          />
-        </div>
+        </>
       </DocumentSigningAuthProvider>
     </DocumentSigningProvider>
   );
-}
+};
+
+const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV2Loader>> }) => {
+  const { sessionData } = useOptionalSession();
+
+  const user = sessionData?.user;
+
+  if (!data.isDocumentAccessValid) {
+    return <DocumentSigningAuthPageView email={''} emailHasAccount={true} />;
+  }
+
+  const { envelope, recipient } = data.envelopeForSigning;
+
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+  });
+
+  const isEmailForced = derivedRecipientAccessAuth.includes(DocumentAccessAuth.ACCOUNT);
+
+  return (
+    <EnvelopeSigningProvider
+      envelopeData={data.envelopeForSigning}
+      email={isEmailForced ? user?.email || '' : ''} // Doing this allows us to let users change the email if they want to for non-auth templates.
+      fullName={user?.name}
+      signature={user?.signature}
+    >
+      <DocumentSigningAuthProvider
+        documentAuthOptions={envelope.authOptions}
+        recipient={recipient}
+        user={user}
+      >
+        <EnvelopeRenderProvider envelope={envelope}>
+          <DocumentSigningPageViewV2 />
+        </EnvelopeRenderProvider>
+      </DocumentSigningAuthProvider>
+    </EnvelopeSigningProvider>
+  );
+};

apps/remix/app/routes/_unauthenticated+/signin.tsx

@@ -4,6 +4,7 @@ import { Link, redirect } from 'react-router';
 import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import {
   IS_GOOGLE_SSO_ENABLED,
+  IS_MICROSOFT_SSO_ENABLED,
   IS_OIDC_SSO_ENABLED,
   OIDC_PROVIDER_LABEL,
 } from '@documenso/lib/constants/auth';
@@ -23,6 +24,7 @@ export async function loader({ request }: Route.LoaderArgs) {
 
   // SSR env variables.
   const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED;
+  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED;
   const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
   const oidcProviderLabel = OIDC_PROVIDER_LABEL;
 
@@ -32,13 +34,15 @@ export async function loader({ request }: Route.LoaderArgs) {
 
   return {
     isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
     oidcProviderLabel,
   };
 }
 
 export default function SignIn({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } = loaderData;
+  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled, oidcProviderLabel } =
+    loaderData;
 
   return (
     <div className="w-screen max-w-lg px-4">
@@ -54,6 +58,7 @@ export default function SignIn({ loaderData }: Route.ComponentProps) {
 
         <SignInForm
           isGoogleSSOEnabled={isGoogleSSOEnabled}
+          isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           isOIDCSSOEnabled={isOIDCSSOEnabled}
           oidcProviderLabel={oidcProviderLabel}
         />

apps/remix/app/routes/_unauthenticated+/signup.tsx

@@ -1,6 +1,10 @@
 import { redirect } from 'react-router';
 
-import { IS_GOOGLE_SSO_ENABLED, IS_OIDC_SSO_ENABLED } from '@documenso/lib/constants/auth';
+import {
+  IS_GOOGLE_SSO_ENABLED,
+  IS_MICROSOFT_SSO_ENABLED,
+  IS_OIDC_SSO_ENABLED,
+} from '@documenso/lib/constants/auth';
 import { env } from '@documenso/lib/utils/env';
 
 import { SignUpForm } from '~/components/forms/signup';
@@ -17,6 +21,7 @@ export function loader() {
 
   // SSR env variables.
   const isGoogleSSOEnabled = IS_GOOGLE_SSO_ENABLED;
+  const isMicrosoftSSOEnabled = IS_MICROSOFT_SSO_ENABLED;
   const isOIDCSSOEnabled = IS_OIDC_SSO_ENABLED;
 
   if (NEXT_PUBLIC_DISABLE_SIGNUP === 'true') {
@@ -25,17 +30,19 @@ export function loader() {
 
   return {
     isGoogleSSOEnabled,
+    isMicrosoftSSOEnabled,
     isOIDCSSOEnabled,
   };
 }
 
 export default function SignUp({ loaderData }: Route.ComponentProps) {
-  const { isGoogleSSOEnabled, isOIDCSSOEnabled } = loaderData;
+  const { isGoogleSSOEnabled, isMicrosoftSSOEnabled, isOIDCSSOEnabled } = loaderData;
 
   return (
     <SignUpForm
       className="w-screen max-w-screen-2xl px-4 md:px-16 lg:-my-16"
       isGoogleSSOEnabled={isGoogleSSOEnabled}
+      isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
       isOIDCSSOEnabled={isOIDCSSOEnabled}
     />
   );

apps/remix/app/routes/embed+/_v0+/direct.$url.tsx

@@ -122,6 +122,7 @@ export default function EmbedDirectTemplatePage() {
         <DocumentSigningRecipientProvider recipient={recipient}>
           <EmbedDirectTemplateClientPage
             token={token}
+            envelopeId={template.envelopeId}
             updatedAt={template.updatedAt}
             documentData={template.templateDocumentData}
             recipient={recipient}

apps/remix/app/routes/embed+/_v0+/sign.$url.tsx

@@ -164,6 +164,7 @@ export default function EmbedSignDocumentPage() {
         <EmbedSignDocumentClientPage
           token={token}
           documentId={document.id}
+          envelopeId={document.envelopeId}
           documentData={document.documentData}
           recipient={recipient}
           fields={fields}

apps/remix/app/utils/field-signing/checkbox-field.ts

@@ -0,0 +1,74 @@
+import { FieldType } from '@prisma/client';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TFieldCheckbox } from '@documenso/lib/types/field';
+import { parseCheckboxCustomText } from '@documenso/lib/utils/fields';
+import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
+import { checkboxValidationSigns } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+
+import { SignFieldCheckboxDialog } from '~/components/dialogs/sign-field-checkbox-dialog';
+
+type HandleCheckboxFieldClickOptions = {
+  field: TFieldCheckbox;
+  clickedCheckboxIndex: number;
+};
+
+export const handleCheckboxFieldClick = async (
+  options: HandleCheckboxFieldClickOptions,
+): Promise<Extract<TSignEnvelopeFieldValue, { type: typeof FieldType.CHECKBOX }> | null> => {
+  const { field, clickedCheckboxIndex } = options;
+
+  if (field.type !== FieldType.CHECKBOX) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Invalid field type',
+    });
+  }
+
+  const { values = [], validationRule, validationLength } = field.fieldMeta;
+  const { customText } = field;
+
+  const currentCheckedIndices: number[] = customText ? parseCheckboxCustomText(customText) : [];
+
+  const newValues = values.map((_value, i) => {
+    let isChecked = currentCheckedIndices.includes(i);
+
+    if (i === clickedCheckboxIndex) {
+      isChecked = !isChecked;
+    }
+
+    return {
+      index: i,
+      isChecked,
+    };
+  });
+
+  let checkedValues: number[] | null = newValues.filter((v) => v.isChecked).map((v) => v.index);
+
+  if (validationRule && validationLength) {
+    const checkboxValidationRule = checkboxValidationSigns.find(
+      (sign) => sign.label === validationRule,
+    );
+
+    if (!checkboxValidationRule) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: 'Invalid checkbox validation rule',
+      });
+    }
+
+    checkedValues = await SignFieldCheckboxDialog.call({
+      fieldMeta: field.fieldMeta,
+      validationRule: checkboxValidationRule.value,
+      validationLength,
+      preselectedIndices: currentCheckedIndices,
+    });
+  }
+
+  if (!checkedValues) {
+    return null;
+  }
+
+  return {
+    type: FieldType.CHECKBOX,
+    value: checkedValues,
+  };
+};

apps/remix/app/utils/field-signing/email-field.ts

@@ -9,12 +9,13 @@ import { SignFieldEmailDialog } from '~/components/dialogs/sign-field-email-dial
 type HandleEmailFieldClickOptions = {
   field: TFieldEmail;
   email: string | null;
+  placeholderEmail: string | null;
 };
 
 export const handleEmailFieldClick = async (
   options: HandleEmailFieldClickOptions,
 ): Promise<Extract<TSignEnvelopeFieldValue, { type: typeof FieldType.EMAIL }> | null> => {
-  const { field, email } = options;
+  const { field, email, placeholderEmail } = options;
 
   if (field.type !== FieldType.EMAIL) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, {
@@ -32,7 +33,9 @@ export const handleEmailFieldClick = async (
   let emailToInsert = email;
 
   if (!emailToInsert) {
-    emailToInsert = await SignFieldEmailDialog.call({});
+    emailToInsert = await SignFieldEmailDialog.call({
+      placeholderEmail,
+    });
   }
 
   if (!emailToInsert) {

apps/remix/app/utils/field-signing/signature-field.ts

@@ -30,7 +30,6 @@ export const handleSignatureFieldClick = async (
     return {
       type: FieldType.SIGNATURE,
       value: null,
-      isBase64: false,
     };
   }
 
@@ -51,6 +50,5 @@ export const handleSignatureFieldClick = async (
   return {
     type: FieldType.SIGNATURE,
     value: signatureToInsert,
-    isBase64: signatureToInsert.startsWith('data:image'),
   };
 };

apps/remix/package.json

@@ -14,7 +14,7 @@
     "with:env": "dotenv -e ../../.env -e ../../.env.local --"
   },
   "dependencies": {
-    "@cantoo/pdf-lib": "^2.3.2",
+    "@cantoo/pdf-lib": "^2.5.2",
     "@documenso/api": "*",
     "@documenso/assets": "*",
     "@documenso/auth": "*",
@@ -103,5 +103,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "1.13.0"
-}
+  "version": "1.13.1"
+}

apps/remix/public/static/microsoft.svg

@@ -0,0 +1 @@
+<svg viewBox="0 0 256 256" xmlns="http://www.w3.org/2000/svg" width="256" height="256" preserveAspectRatio="xMidYMid"><path fill="#F1511B" d="M121.666 121.666H0V0h121.666z"/><path fill="#80CC28" d="M256 121.666H134.335V0H256z"/><path fill="#00ADEF" d="M121.663 256.002H0V134.336h121.663z"/><path fill="#FBBC09" d="M256 256.002H134.335V134.336H256z"/></svg>

apps/remix/server/main.js

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

apps/remix/vite.config.ts

@@ -21,7 +21,7 @@ export default defineConfig({
     },
   },
   server: {
-    port: 3000,
+    port: parseInt(process.env.PORT || '3000', 10),
     strictPort: true,
   },
   plugins: [
@@ -85,6 +85,7 @@ export default defineConfig({
         'nodemailer',
         /playwright/,
         '@playwright/browser-chromium',
+        'skia-canvas',
       ],
     },
   },

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.13.0",
+  "version": "1.13.1",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.13.0",
+      "version": "1.13.1",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -19,6 +19,7 @@
         "inngest-cli": "^0.29.1",
         "luxon": "^3.5.0",
         "mupdf": "^1.0.0",
+        "pdf2json": "^4.0.0",
         "react": "^18",
         "typescript": "5.6.2",
         "zod": "3.24.1"
@@ -89,9 +90,9 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "1.13.0",
+      "version": "1.13.1",
       "dependencies": {
-        "@cantoo/pdf-lib": "^2.3.2",
+        "@cantoo/pdf-lib": "^2.5.2",
         "@documenso/api": "*",
         "@documenso/assets": "*",
         "@documenso/auth": "*",
@@ -27198,6 +27199,18 @@
       "dev": true,
       "license": "MIT"
     },
+    "node_modules/pdf2json": {
+      "version": "4.0.0",
+      "resolved": "https://registry.npmjs.org/pdf2json/-/pdf2json-4.0.0.tgz",
+      "integrity": "sha512-WkezNsLK8sGpuFC7+PPP0DsXROwdoOxmXPBTtUWWkCwCi/Vi97MRC52Ly6FWIJjOKIywpm/L2oaUgSrmtU+7ZQ==",
+      "license": "Apache-2.0",
+      "bin": {
+        "pdf2json": "bin/pdf2json.js"
+      },
+      "engines": {
+        "node": ">=20.18.0"
+      }
+    },
     "node_modules/pdfjs-dist": {
       "version": "3.11.174",
       "resolved": "https://registry.npmjs.org/pdfjs-dist/-/pdfjs-dist-3.11.174.tgz",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.13.0",
+  "version": "1.13.1",
   "scripts": {
     "build": "turbo run build",
     "dev": "turbo run dev --filter=@documenso/remix",
@@ -74,6 +74,7 @@
     "inngest-cli": "^0.29.1",
     "luxon": "^3.5.0",
     "mupdf": "^1.0.0",
+    "pdf2json": "^4.0.0",
     "react": "^18",
     "typescript": "5.6.2",
     "zod": "3.24.1"

packages/api/v1/implementation.ts

@@ -427,6 +427,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
           globalAccessAuth: body.authOptions?.globalAccessAuth,
           globalActionAuth: body.authOptions?.globalActionAuth,
         },
+        attachments: body.attachments,
         meta: {
           subject: body.meta.subject,
           message: body.meta.message,
@@ -497,6 +498,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       publicDescription,
       type,
       meta,
+      attachments,
     } = body;
 
     try {
@@ -568,6 +570,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
           publicDescription,
         },
         meta,
+        attachments,
         requestMetadata: metadata,
       });
 
@@ -792,6 +795,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
           ...body.meta,
           title: body.title,
         },
+        attachments: body.attachments,
         requestMetadata: metadata,
       });
 

packages/api/v1/schema.ts

@@ -22,6 +22,7 @@ import {
   ZRecipientActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import { ZEnvelopeAttachmentTypeSchema } from '@documenso/lib/types/envelope-attachment';
 import { ZFieldMetaPrefillFieldsSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
 
 extendZodWithOpenApi(z);
@@ -197,6 +198,15 @@ export const ZCreateDocumentMutationSchema = z.object({
       description: 'The globalActionAuth property is only available for Enterprise accounts.',
     }),
   formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+  attachments: z
+    .array(
+      z.object({
+        label: z.string().min(1, 'Label is required'),
+        data: z.string().url('Must be a valid URL'),
+        type: ZEnvelopeAttachmentTypeSchema.optional().default('link'),
+      }),
+    )
+    .optional(),
 });
 
 export type TCreateDocumentMutationSchema = z.infer<typeof ZCreateDocumentMutationSchema>;
@@ -262,6 +272,15 @@ export const ZCreateDocumentFromTemplateMutationSchema = z.object({
     })
     .optional(),
   formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+  attachments: z
+    .array(
+      z.object({
+        label: z.string().min(1, 'Label is required'),
+        data: z.string().url('Must be a valid URL'),
+        type: ZEnvelopeAttachmentTypeSchema.optional().default('link'),
+      }),
+    )
+    .optional(),
 });
 
 export type TCreateDocumentFromTemplateMutationSchema = z.infer<

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

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

packages/app-tests/e2e/auto-placing-fields/auto-place-fields-document.spec.ts

@@ -0,0 +1,129 @@
+import { type Page, expect, test } from '@playwright/test';
+import path from 'path';
+
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const SINGLE_PLACEHOLDER_PDF_PATH = path.join(
+  __dirname,
+  '../../../assets/project-proposal-single-recipient.pdf',
+);
+
+const MULTIPLE_PLACEHOLDER_PDF_PATH = path.join(
+  __dirname,
+  '../../../assets/project-proposal-multiple-fields-and-recipients.pdf',
+);
+
+const setupUserAndSignIn = async (page: Page) => {
+  const { user, team } = await seedUser();
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/t/${team.url}/documents`,
+  });
+
+  return { user, team };
+};
+
+const uploadPdfAndContinue = async (page: Page, pdfPath: string, continueClicks: number = 1) => {
+  const fileInput = page.locator('input[type="file"]').nth(1);
+  await fileInput.waitFor({ state: 'attached' });
+  await fileInput.setInputFiles(pdfPath);
+
+  await page.waitForTimeout(3000);
+
+  for (let i = 0; i < continueClicks; i++) {
+    await page.getByRole('button', { name: 'Continue' }).click();
+  }
+};
+
+test.describe('PDF Placeholders with single recipient', () => {
+  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 1);
+
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+    await expect(page.getByPlaceholder('Email')).toHaveValue('recipient.1@documenso.com');
+    await expect(page.getByPlaceholder('Name')).toHaveValue('Recipient 1');
+  });
+
+  test('[AUTO_PLACING_FIELDS]: should automatically place fields from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 2);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await expect(page.locator('[data-field-type="SIGNATURE"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="EMAIL"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="NAME"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="TEXT"]')).toBeVisible();
+  });
+
+  test('[AUTO_PLACING_FIELDS]: should automatically configure fields from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, SINGLE_PLACEHOLDER_PDF_PATH, 2);
+
+    await page.getByText('Text').nth(1).click();
+    await page.getByRole('button', { name: 'Advanced settings' }).click();
+
+    await expect(page.getByRole('heading', { name: 'Advanced settings' })).toBeVisible();
+    await expect(
+      page
+        .locator('div')
+        .filter({ hasText: /^Required field$/ })
+        .getByRole('switch'),
+    ).toBeChecked();
+
+    await expect(page.getByRole('combobox')).toHaveText('Right');
+  });
+});
+
+test.describe('PDF Placeholders with multiple recipients', () => {
+  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, MULTIPLE_PLACEHOLDER_PDF_PATH, 1);
+
+    await expect(page.getByTestId('signer-email-input').first()).toHaveValue(
+      'recipient.1@documenso.com',
+    );
+    await expect(page.getByLabel('Name').first()).toHaveValue('Recipient 1');
+
+    await expect(page.getByTestId('signer-email-input').nth(1)).toHaveValue(
+      'recipient.2@documenso.com',
+    );
+    await expect(page.getByLabel('Name').nth(1)).toHaveValue('Recipient 2');
+
+    await expect(page.getByTestId('signer-email-input').nth(2)).toHaveValue(
+      'recipient.3@documenso.com',
+    );
+    await expect(page.getByLabel('Name').nth(2)).toHaveValue('Recipient 3');
+  });
+
+  test('[AUTO_PLACING_FIELDS]: should automatically create fields from PDF placeholders', async ({
+    page,
+  }) => {
+    await setupUserAndSignIn(page);
+    await uploadPdfAndContinue(page, MULTIPLE_PLACEHOLDER_PDF_PATH, 2);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await expect(page.locator('[data-field-type="SIGNATURE"]').first()).toBeVisible();
+    await expect(page.locator('[data-field-type="SIGNATURE"]').nth(1)).toBeVisible();
+    await expect(page.locator('[data-field-type="SIGNATURE"]').nth(2)).toBeVisible();
+    await expect(page.locator('[data-field-type="EMAIL"]').first()).toBeVisible();
+    await expect(page.locator('[data-field-type="EMAIL"]').nth(1)).toBeVisible();
+    await expect(page.locator('[data-field-type="NAME"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="TEXT"]')).toBeVisible();
+    await expect(page.locator('[data-field-type="NUMBER"]')).toBeVisible();
+  });
+});

packages/app-tests/e2e/document-auth/next-recipient-dictation.spec.ts

@@ -69,11 +69,7 @@ test('[NEXT_RECIPIENT_DICTATION]: should allow updating next recipient when dict
 
   // Verify next recipient info is shown
   await expect(page.getByRole('dialog')).toBeVisible();
-  await expect(page.getByText('The next recipient to sign this document will be')).toBeVisible();
-
-  // Update next recipient
-  await page.locator('button').filter({ hasText: 'Update Recipient' }).click();
-  await page.waitForTimeout(1000);
+  await expect(page.getByText('Next Recipient Name')).toBeVisible();
 
   // Use dialog context to ensure we're targeting the correct form fields
   const dialog = page.getByRole('dialog');