test: add end-to-end tests for auto-placing fields from PDF placeholders

apps/documentation/pages/developers/webhooks.mdx

@@ -22,15 +22,6 @@ Documenso supports Webhooks and allows you to subscribe to the following events:
 - `document.completed`
 - `document.rejected`
 - `document.cancelled`
-- `document.viewed`
-- `document.recipient.completed`
-- `document.downloaded`
-- `document.reminder.sent`
-- `template.created`
-- `template.updated`
-- `template.deleted`
-- `template.used`
-- `recipient.authentication.failed`
 
 ## Create a webhook subscription
 
@@ -47,7 +38,7 @@ Clicking on the "**Create Webhook**" button opens a modal to create a new webhoo
 To create a new webhook subscription, you need to provide the following information:
 
 - Enter the webhook URL that will receive the event payload.
-- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`, `document.viewed`, `document.recipient.completed`, `document.downloaded`, `document.reminder.sent`, `template.created`, `template.updated`, `template.deleted`, `template.used`, `recipient.authentication.failed`.
+- Select the event(s) you want to subscribe to: `document.created`, `document.sent`, `document.opened`, `document.signed`, `document.completed`, `document.rejected`, `document.cancelled`.
 - Optionally, you can provide a secret key that will be used to sign the payload. This key will be included in the `X-Documenso-Secret` header of the request.
 
 ![A screenshot of the Create Webhook modal that shows the URL input field and the event checkboxes](/webhook-images/webhooks-page-create-webhook-modal.webp)
@@ -628,591 +619,6 @@ Example payload for the `document.rejected` event:
 }
 ```
 
-Example payload for the `document.viewed` event:
-
-```json
-{
-  "event": "DOCUMENT_VIEWED",
-  "payload": {
-    "id": 10,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "documenso.pdf",
-    "status": "PENDING",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:48:07.569Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": null,
-    "templateId": null,
-    "source": "DOCUMENT",
-    "documentMeta": {
-      "id": "doc_meta_123",
-      "subject": "Please sign this document",
-      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 52,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer@documenso.com",
-        "name": "John Doe",
-        "token": "vbT8hi3jKQmrFP_LN1WcS",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": null,
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:50:26.174Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `document.recipient.completed` event:
-
-```json
-{
-  "event": "DOCUMENT_RECIPIENT_COMPLETED",
-  "payload": {
-    "id": 10,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "documenso.pdf",
-    "status": "PENDING",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:51:10.055Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": null,
-    "templateId": null,
-    "source": "DOCUMENT",
-    "documentMeta": {
-      "id": "doc_meta_123",
-      "subject": "Please sign this document",
-      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 50,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer1@documenso.com",
-        "name": "Signer 1",
-        "token": "vbT8hi3jKQmrFP_LN1WcS",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": "2024-04-22T11:51:10.055Z",
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "OPENED",
-        "signingStatus": "SIGNED",
-        "sendStatus": "SENT"
-      },
-      {
-        "id": 51,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer2@documenso.com",
-        "name": "Signer 2",
-        "token": "HkrptwS42ZBXdRKj1TyUo",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": null,
-        "signingOrder": 2,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:51:10.577Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `document.downloaded` event:
-
-```json
-{
-  "event": "DOCUMENT_DOWNLOADED",
-  "payload": {
-    "id": 10,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "documenso.pdf",
-    "status": "COMPLETED",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:52:05.708Z",
-    "completedAt": "2024-04-22T11:52:05.707Z",
-    "deletedAt": null,
-    "teamId": null,
-    "templateId": null,
-    "source": "DOCUMENT",
-    "documentMeta": {
-      "id": "doc_meta_123",
-      "subject": "Please sign this document",
-      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 51,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer@documenso.com",
-        "name": "Signer",
-        "token": "HkrptwS42ZBXdRKj1TyUo",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": "2024-04-22T11:52:05.688Z",
-        "authOptions": {
-          "accessAuth": null,
-          "actionAuth": null
-        },
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "OPENED",
-        "signingStatus": "SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:53:18.577Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `document.reminder.sent` event:
-
-```json
-{
-  "event": "DOCUMENT_REMINDER_SENT",
-  "payload": {
-    "id": 10,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "documenso.pdf",
-    "status": "PENDING",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:48:07.569Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": null,
-    "templateId": null,
-    "source": "DOCUMENT",
-    "documentMeta": {
-      "id": "doc_meta_123",
-      "subject": "Please sign this document",
-      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 52,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer@documenso.com",
-        "name": "Signer",
-        "token": "vbT8hi3jKQmrFP_LN1WcS",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": null,
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T12:00:00.000Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `template.created` event:
-
-```json
-{
-  "event": "TEMPLATE_CREATED",
-  "payload": {
-    "id": 5,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "employment_contract.pdf",
-    "status": "DRAFT",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:44:43.341Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": 2,
-    "templateId": 5,
-    "source": "TEMPLATE",
-    "documentMeta": {
-      "id": "doc_meta_456",
-      "subject": "Employment Contract",
-      "message": "Please review and sign your employment contract.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 25,
-        "documentId": null,
-        "templateId": 5,
-        "email": "employee@company.com",
-        "name": "Employee",
-        "token": "TemplateToken123",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": null,
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "NOT_SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:44:44.779Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `template.updated` event:
-
-```json
-{
-  "event": "TEMPLATE_UPDATED",
-  "payload": {
-    "id": 5,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "employment_contract_v2.pdf",
-    "status": "DRAFT",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T12:30:00.000Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": 2,
-    "templateId": 5,
-    "source": "TEMPLATE",
-    "documentMeta": {
-      "id": "doc_meta_456",
-      "subject": "Employment Contract - Updated",
-      "message": "Please review and sign your employment contract.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 25,
-        "documentId": null,
-        "templateId": 5,
-        "email": "employee@company.com",
-        "name": "Employee",
-        "token": "TemplateToken123",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": null,
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "NOT_SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T12:30:01.000Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `template.deleted` event:
-
-```json
-{
-  "event": "TEMPLATE_DELETED",
-  "payload": {
-    "id": 5,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "employment_contract.pdf",
-    "status": "DRAFT",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:44:43.341Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": 2,
-    "templateId": 5,
-    "source": "TEMPLATE",
-    "documentMeta": {
-      "id": "doc_meta_456",
-      "subject": "Employment Contract",
-      "message": "Please review and sign your employment contract.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 25,
-        "documentId": null,
-        "templateId": 5,
-        "email": "employee@company.com",
-        "name": "Employee",
-        "token": "TemplateToken123",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": null,
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "NOT_SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T13:00:00.000Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `template.used` event:
-
-```json
-{
-  "event": "TEMPLATE_USED",
-  "payload": {
-    "id": 15,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "employment_contract.pdf",
-    "status": "DRAFT",
-    "documentDataId": "new_doc_data_123",
-    "createdAt": "2024-04-22T14:00:00.000Z",
-    "updatedAt": "2024-04-22T14:00:00.000Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": 2,
-    "templateId": 5,
-    "source": "TEMPLATE",
-    "documentMeta": {
-      "id": "doc_meta_789",
-      "subject": "Employment Contract",
-      "message": "Please review and sign your employment contract.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 60,
-        "documentId": 15,
-        "templateId": 5,
-        "email": "newemployee@company.com",
-        "name": "New Employee",
-        "token": "DocToken456",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": null,
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "NOT_SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T14:00:01.000Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
-Example payload for the `recipient.authentication.failed` event:
-
-```json
-{
-  "event": "RECIPIENT_AUTHENTICATION_FAILED",
-  "payload": {
-    "id": 10,
-    "externalId": null,
-    "userId": 1,
-    "authOptions": null,
-    "formValues": null,
-    "visibility": "EVERYONE",
-    "title": "documenso.pdf",
-    "status": "PENDING",
-    "documentDataId": "hs8qz1ktr9204jn7mg6c5dxy0",
-    "createdAt": "2024-04-22T11:44:43.341Z",
-    "updatedAt": "2024-04-22T11:48:07.569Z",
-    "completedAt": null,
-    "deletedAt": null,
-    "teamId": null,
-    "templateId": null,
-    "source": "DOCUMENT",
-    "documentMeta": {
-      "id": "doc_meta_123",
-      "subject": "Please sign this document",
-      "message": "Hello, please review and sign this document.",
-      "timezone": "UTC",
-      "password": null,
-      "dateFormat": "MM/DD/YYYY",
-      "redirectUrl": null,
-      "signingOrder": "PARALLEL",
-      "typedSignatureEnabled": true,
-      "language": "en",
-      "distributionMethod": "EMAIL",
-      "emailSettings": null
-    },
-    "Recipient": [
-      {
-        "id": 52,
-        "documentId": 10,
-        "templateId": null,
-        "email": "signer@documenso.com",
-        "name": "Signer",
-        "token": "vbT8hi3jKQmrFP_LN1WcS",
-        "documentDeletedAt": null,
-        "expired": null,
-        "signedAt": null,
-        "authOptions": {
-          "accessAuth": "TWO_FACTOR_AUTH",
-          "actionAuth": null
-        },
-        "signingOrder": 1,
-        "rejectionReason": null,
-        "role": "SIGNER",
-        "readStatus": "NOT_OPENED",
-        "signingStatus": "NOT_SIGNED",
-        "sendStatus": "SENT"
-      }
-    ]
-  },
-  "createdAt": "2024-04-22T11:49:00.000Z",
-  "webhookEndpoint": "https://mywebhooksite.com/mywebhook"
-}
-```
-
 ## Webhook Events Testing
 
 You can trigger test webhook events to test the webhook functionality. To trigger a test webhook, navigate to the [Webhooks page](/developers/webhooks) and click on the "Test Webhook" button.

package-lock.json

@@ -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"
@@ -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

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

@@ -0,0 +1,98 @@
+import { expect, test } from '@playwright/test';
+import path from 'path';
+
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const PLACEHOLDER_PDF_PATH = path.join(
+  __dirname,
+  '../../../assets/project-proposal-single-recipient.pdf',
+);
+test.describe('PDF Placeholders with single recipient', () => {
+  test('[AUTO_PLACING_FIELDS]: should automatically create recipients from PDF placeholders', async ({
+    page,
+  }) => {
+    const { user, team } = await seedUser();
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    const fileInput = page.locator('input[type="file"]').nth(1);
+    await fileInput.waitFor({ state: 'attached' });
+    await fileInput.setInputFiles(PLACEHOLDER_PDF_PATH);
+
+    await page.waitForTimeout(3000);
+
+    await page.getByRole('button', { name: 'Continue' }).click();
+
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+    await expect(page.getByPlaceholder('Email')).toHaveValue('recipient.1@documenso.com');
+    await expect(page.getByPlaceholder('Name')).toHaveValue('Recipient 1');
+  });
+
+  test('[AUTO_PLACING_FIELDS]: should automatically place fields from PDF placeholders', async ({
+    page,
+  }) => {
+    const { user, team } = await seedUser();
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    const fileInput = page.locator('input[type="file"]').nth(1);
+    await fileInput.waitFor({ state: 'attached' });
+    await fileInput.setInputFiles(PLACEHOLDER_PDF_PATH);
+
+    await page.waitForTimeout(3000);
+
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await page.getByRole('button', { name: 'Continue' }).click();
+
+    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,
+  }) => {
+    const { user, team } = await seedUser();
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/t/${team.url}/documents`,
+    });
+
+    const fileInput = page.locator('input[type="file"]').nth(1);
+    await fileInput.waitFor({ state: 'attached' });
+    await fileInput.setInputFiles(PLACEHOLDER_PDF_PATH);
+
+    await page.waitForTimeout(3000);
+
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await page.getByRole('button', { name: 'Continue' }).click();
+
+    await page.getByText('Text').nth(1).click();
+    await page.getByRole('button', { name: 'Advanced settings' }).click();
+
+    await expect(page.getByRole('heading', { name: 'Advanced settings' })).toBeVisible();
+    await expect(
+      page
+        .locator('div')
+        .filter({ hasText: /^Required field$/ })
+        .getByRole('switch'),
+    ).toBeChecked();
+
+    await expect(page.getByRole('combobox')).toHaveText('Right');
+  });
+});

packages/lib/server-only/document/complete-document-with-token.ts

@@ -97,9 +97,7 @@ export const completeDocumentWithToken = async ({
   }
 
   if (envelope.documentMeta?.signingOrder === DocumentSigningOrder.SEQUENTIAL) {
-    const isRecipientsTurn = await getIsRecipientsTurnToSign({
+    const isRecipientsTurn = await getIsRecipientsTurnToSign({ token: recipient.token });
-      token: recipient.token,
-    });
 
     if (!isRecipientsTurn) {
       throw new Error(
@@ -153,18 +151,6 @@ export const completeDocumentWithToken = async ({
         }),
       });
 
-      const envelopeForFailure = await prisma.envelope.findUniqueOrThrow({
-        where: { id: envelope.id },
-        include: { documentMeta: true, recipients: true },
-      });
-
-      await triggerWebhook({
-        event: WebhookTriggerEvents.RECIPIENT_AUTHENTICATION_FAILED,
-        data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelopeForFailure)),
-        userId: envelope.userId,
-        teamId: envelope.teamId,
-      });
-
       throw new AppError(AppErrorCode.TWO_FACTOR_AUTH_FAILED, {
         message: 'Invalid 2FA authentication',
       });
@@ -219,18 +205,6 @@ export const completeDocumentWithToken = async ({
     });
   });
 
-  const envelopeWithRelations = await prisma.envelope.findUniqueOrThrow({
-    where: { id: envelope.id },
-    include: { documentMeta: true, recipients: true },
-  });
-
-  await triggerWebhook({
-    event: WebhookTriggerEvents.DOCUMENT_RECIPIENT_COMPLETED,
-    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelopeWithRelations)),
-    userId: envelope.userId,
-    teamId: envelope.teamId,
-  });
-
   await jobs.triggerJob({
     name: 'send.recipient.signed.email',
     payload: {

packages/lib/server-only/document/resend-document.ts

@@ -7,7 +7,6 @@ import {
   OrganisationType,
   RecipientRole,
   SigningStatus,
-  WebhookTriggerEvents,
 } from '@prisma/client';
 
 import { mailer } from '@documenso/email/mailer';
@@ -25,16 +24,11 @@ import { prisma } from '@documenso/prisma';
 import { getI18nInstance } from '../../client-only/providers/i18n-server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
-import {
-  ZWebhookDocumentSchema,
-  mapEnvelopeToWebhookDocumentPayload,
-} from '../../types/webhook-payload';
 import { isDocumentCompleted } from '../../utils/document';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { getEmailContext } from '../email/get-email-context';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
-import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
 export type ResendDocumentOptions = {
   id: EnvelopeIdOptions;
@@ -236,11 +230,4 @@ export const resendDocument = async ({
       );
     }),
   );
-
-  await triggerWebhook({
-    event: WebhookTriggerEvents.DOCUMENT_REMINDER_SENT,
-    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelope)),
-    userId: envelope.userId,
-    teamId: envelope.teamId,
-  });
 };

packages/lib/server-only/document/viewed-document.ts

@@ -1,4 +1,5 @@
-import { EnvelopeType, ReadStatus, SendStatus, WebhookTriggerEvents } from '@prisma/client';
+import { EnvelopeType, ReadStatus, SendStatus } from '@prisma/client';
+import { WebhookTriggerEvents } from '@prisma/client';
 
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@@ -65,13 +66,6 @@ export const viewedDocument = async ({
     }),
   });
 
-  await triggerWebhook({
-    event: WebhookTriggerEvents.DOCUMENT_VIEWED,
-    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelope)),
-    userId: envelope.userId,
-    teamId: envelope.teamId,
-  });
-
   // Early return if already opened.
   if (recipient.readStatus === ReadStatus.OPENED) {
     return;

packages/lib/server-only/envelope/create-envelope.ts

@@ -10,6 +10,7 @@ import {
 } from '@prisma/client';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { insertFieldsFromPlaceholdersInPDF } from '@documenso/lib/server-only/pdf/auto-place-fields';
 import { normalizePdf as makeNormalizedPdf } from '@documenso/lib/server-only/pdf/normalize-pdf';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@@ -233,7 +234,7 @@ export const createEnvelope = async ({
       ? await incrementDocumentId().then((v) => v.formattedDocumentId)
       : await incrementTemplateId().then((v) => v.formattedTemplateId);
 
-  return await prisma.$transaction(async (tx) => {
+  const createdEnvelope = await prisma.$transaction(async (tx) => {
     const envelope = await tx.envelope.create({
       data: {
         id: prefixedId('envelope'),
@@ -353,8 +354,12 @@ export const createEnvelope = async ({
         recipients: true,
         fields: true,
         folder: true,
-        envelopeItems: true,
         envelopeAttachments: true,
+        envelopeItems: {
+          include: {
+            documentData: true,
+          },
+        },
       },
     });
 
@@ -386,15 +391,55 @@ export const createEnvelope = async ({
         userId,
         teamId,
       });
-    } else if (type === EnvelopeType.TEMPLATE) {
-      await triggerWebhook({
-        event: WebhookTriggerEvents.TEMPLATE_CREATED,
-        data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(createdEnvelope)),
-        userId,
-        teamId,
-      });
     }
 
     return createdEnvelope;
   });
+
+  for (const envelopeItem of createdEnvelope.envelopeItems) {
+    const buffer = await getFileServerSide(envelopeItem.documentData);
+
+    // Use normalized PDF if normalizePdf was true, otherwise use original
+    const pdfToProcess = normalizePdf
+      ? await makeNormalizedPdf(Buffer.from(buffer))
+      : Buffer.from(buffer);
+
+    await insertFieldsFromPlaceholdersInPDF(
+      pdfToProcess,
+      userId,
+      teamId,
+      {
+        type: 'envelopeId',
+        id: createdEnvelope.id,
+      },
+      requestMetadata,
+      envelopeItem.id,
+    );
+  }
+
+  const finalEnvelope = await prisma.envelope.findFirst({
+    where: {
+      id: createdEnvelope.id,
+    },
+    include: {
+      documentMeta: true,
+      recipients: true,
+      fields: true,
+      folder: true,
+      envelopeAttachments: true,
+      envelopeItems: {
+        include: {
+          documentData: true,
+        },
+      },
+    },
+  });
+
+  if (!finalEnvelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  return finalEnvelope;
 };

packages/lib/server-only/envelope/update-envelope.ts

@@ -1,5 +1,6 @@
 import type { DocumentMeta, DocumentVisibility, Prisma, TemplateType } from '@prisma/client';
-import { DocumentStatus, EnvelopeType, FolderType, WebhookTriggerEvents } from '@prisma/client';
+import { EnvelopeType, FolderType } from '@prisma/client';
+import { DocumentStatus } from '@prisma/client';
 import { isDeepEqual } from 'remeda';
 
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
@@ -11,14 +12,9 @@ import { prisma } from '@documenso/prisma';
 import { TEAM_DOCUMENT_VISIBILITY_MAP } from '../../constants/teams';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
-import {
-  ZWebhookDocumentSchema,
-  mapEnvelopeToWebhookDocumentPayload,
-} from '../../types/webhook-payload';
 import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
 import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { buildTeamWhereQuery, canAccessTeamDocument } from '../../utils/teams';
-import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 import { getEnvelopeWhereInput } from './get-envelope-by-id';
 
 export type UpdateEnvelopeOptions = {
@@ -343,22 +339,6 @@ export const updateEnvelope = async ({
       });
     }
 
-    if (envelope.type === EnvelopeType.TEMPLATE) {
-      const envelopeWithRelations = await tx.envelope.findUniqueOrThrow({
-        where: { id: updatedEnvelope.id },
-        include: { documentMeta: true, recipients: true },
-      });
-
-      void triggerWebhook({
-        event: WebhookTriggerEvents.TEMPLATE_UPDATED,
-        data: ZWebhookDocumentSchema.parse(
-          mapEnvelopeToWebhookDocumentPayload(envelopeWithRelations),
-        ),
-        userId,
-        teamId,
-      });
-    }
-
     return updatedEnvelope;
   });
 };

packages/lib/server-only/pdf/auto-place-fields.ts

@@ -0,0 +1,511 @@
+import { PDFDocument, rgb } from '@cantoo/pdf-lib';
+import type { Recipient } from '@prisma/client';
+import { EnvelopeType, FieldType, RecipientRole } from '@prisma/client';
+import PDFParser from 'pdf2json';
+import { match } from 'ts-pattern';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { getEnvelopeWhereInput } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
+import { createEnvelopeFields } from '@documenso/lib/server-only/field/create-envelope-fields';
+import { createDocumentRecipients } from '@documenso/lib/server-only/recipient/create-document-recipients';
+import { createTemplateRecipients } from '@documenso/lib/server-only/recipient/create-template-recipients';
+import { type TFieldAndMeta, ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import type { EnvelopeIdOptions } from '@documenso/lib/utils/envelope';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
+import { prisma } from '@documenso/prisma';
+
+import { getPageSize } from './get-page-size';
+
+type TextPosition = {
+  text: string;
+  x: number;
+  y: number;
+  w: number;
+};
+
+type CharIndexMapping = {
+  textPosIndex: number;
+};
+
+type PlaceholderInfo = {
+  placeholder: string;
+  recipient: string;
+  fieldAndMeta: TFieldAndMeta;
+  page: number;
+  x: number;
+  y: number;
+  width: number;
+  height: number;
+  pageWidth: number;
+  pageHeight: number;
+};
+
+type FieldToCreate = TFieldAndMeta & {
+  envelopeItemId?: string;
+  recipientId: number;
+  pageNumber: number;
+  pageX: number;
+  pageY: number;
+  width: number;
+  height: number;
+};
+
+type RecipientPlaceholderInfo = {
+  email: string;
+  name: string;
+  recipientIndex: number;
+};
+
+/*
+  Questions for later:
+    - Does it handle multi-page PDFs? ✅ YES! ✅
+    - Does it handle multiple recipients on the same page? ✅ YES! ✅
+    - Does it handle multiple recipients on multiple pages? ✅ YES! ✅
+    - What happens with incorrect placeholders? E.g. those containing non-accepted properties.
+    - The placeholder data is dynamic. How to handle this parsing? Perhaps we need to do it similar to the fieldMeta parsing. ✅
+    - Need to handle envelopes with multiple items. ✅
+*/
+
+/*
+  Parse field type string to FieldType enum.
+  Normalizes the input (uppercase, trim) and validates it's a valid field type.
+  This ensures we handle case variations and whitespace, and provides clear error messages.
+*/
+const parseFieldType = (fieldTypeString: string): FieldType => {
+  const normalizedType = fieldTypeString.toUpperCase().trim();
+
+  return match(normalizedType)
+    .with('SIGNATURE', () => FieldType.SIGNATURE)
+    .with('FREE_SIGNATURE', () => FieldType.FREE_SIGNATURE)
+    .with('INITIALS', () => FieldType.INITIALS)
+    .with('NAME', () => FieldType.NAME)
+    .with('EMAIL', () => FieldType.EMAIL)
+    .with('DATE', () => FieldType.DATE)
+    .with('TEXT', () => FieldType.TEXT)
+    .with('NUMBER', () => FieldType.NUMBER)
+    .with('RADIO', () => FieldType.RADIO)
+    .with('CHECKBOX', () => FieldType.CHECKBOX)
+    .with('DROPDOWN', () => FieldType.DROPDOWN)
+    .otherwise(() => {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Invalid field type: ${fieldTypeString}`,
+      });
+    });
+};
+
+/*
+  Transform raw field metadata from placeholder format to schema format.
+  Users should provide properly capitalized property names (e.g., readOnly, fontSize, textAlign).
+  Converts string values to proper types (booleans, numbers).
+*/
+const parseFieldMeta = (
+  rawFieldMeta: Record<string, string>,
+  fieldType: FieldType,
+): Record<string, unknown> | undefined => {
+  if (fieldType === FieldType.SIGNATURE || fieldType === FieldType.FREE_SIGNATURE) {
+    return;
+  }
+
+  if (Object.keys(rawFieldMeta).length === 0) {
+    return;
+  }
+
+  const fieldTypeString = String(fieldType).toLowerCase();
+
+  const parsedFieldMeta: Record<string, boolean | number | string> = {
+    type: fieldTypeString,
+  };
+
+  /*
+    rawFieldMeta is an object with string keys and string values.
+    It contains string values because the PDF parser returns the values as strings.
+
+    E.g. { required: 'true', fontSize: '12', maxValue: '100', minValue: '0', characterLimit: '100' }
+  */
+  const rawFieldMetaEntries = Object.entries(rawFieldMeta);
+
+  for (const entry of rawFieldMetaEntries) {
+    const [key, value] = entry;
+
+    if (key === 'readOnly' || key === 'required') {
+      parsedFieldMeta[key] = value === 'true';
+    } else if (
+      key === 'fontSize' ||
+      key === 'maxValue' ||
+      key === 'minValue' ||
+      key === 'characterLimit'
+    ) {
+      const numValue = Number(value);
+
+      if (!Number.isNaN(numValue)) {
+        parsedFieldMeta[key] = numValue;
+      }
+    } else {
+      parsedFieldMeta[key] = value;
+    }
+  }
+
+  return parsedFieldMeta;
+};
+
+export const extractPlaceholdersFromPDF = async (pdf: Buffer): Promise<PlaceholderInfo[]> => {
+  return new Promise((resolve, reject) => {
+    const parser = new PDFParser(null, true);
+
+    parser.on('pdfParser_dataError', (errData) => {
+      reject(errData);
+    });
+
+    parser.on('pdfParser_dataReady', (pdfData) => {
+      const placeholders: PlaceholderInfo[] = [];
+
+      pdfData.Pages.forEach((page, pageIndex) => {
+        /*
+          pdf2json returns the PDF page content as an array of characters.
+          We need to concatenate the characters to get the full text.
+          We also need to get the position of the text so we can place the placeholders in the correct position.
+          
+          Page dimensions from PDF2JSON are in "page units" (relative coordinates)
+        */
+        const pageWidth = page.Width;
+        const pageHeight = page.Height;
+
+        let pageText = '';
+        const textPositions: TextPosition[] = [];
+        const charIndexToTextPos: CharIndexMapping[] = [];
+
+        page.Texts.forEach((text) => {
+          /*
+            R is an array that contains objects with each character.
+            The decodedText contains only the character, without any other information.
+
+            textPositions stores each character and its position on the page.
+          */
+          const decodedText = text.R.map((run) => decodeURIComponent(run.T)).join('');
+
+          for (let i = 0; i < decodedText.length; i++) {
+            charIndexToTextPos.push({
+              textPosIndex: textPositions.length,
+            });
+          }
+
+          pageText += decodedText;
+
+          textPositions.push({
+            text: decodedText,
+            x: text.x,
+            y: text.y,
+            w: text.w || 0,
+          });
+        });
+
+        const placeholderMatches = pageText.matchAll(/{{([^}]+)}}/g);
+
+        for (const placeholderMatch of placeholderMatches) {
+          const placeholder = placeholderMatch[0];
+          const placeholderData = placeholderMatch[1].split(',').map((part) => part.trim());
+
+          const [fieldTypeString, recipient, ...fieldMetaData] = placeholderData;
+
+          const rawFieldMeta = Object.fromEntries(fieldMetaData.map((meta) => meta.split('=')));
+
+          const fieldType = parseFieldType(fieldTypeString);
+          const parsedFieldMeta = parseFieldMeta(rawFieldMeta, fieldType);
+
+          const fieldAndMeta: TFieldAndMeta = ZFieldAndMetaSchema.parse({
+            type: fieldType,
+            fieldMeta: parsedFieldMeta,
+          });
+
+          /*
+            Find the position of where the placeholder starts in the text
+
+            Then find the position of where the placeholder ends in the text by adding the length of the placeholder to the index of the placeholder.
+          */
+          const matchIndex = placeholderMatch.index;
+
+          if (matchIndex === undefined) {
+            continue;
+          }
+
+          const placeholderLength = placeholder.length;
+          const placeholderEndIndex = matchIndex + placeholderLength;
+
+          const startCharInfo = charIndexToTextPos[matchIndex];
+          const endCharInfo = charIndexToTextPos[placeholderEndIndex - 1];
+
+          if (!startCharInfo || !endCharInfo) {
+            console.error('Could not find text position for placeholder', placeholder);
+
+            return;
+          }
+
+          const startTextPos = textPositions[startCharInfo.textPosIndex];
+          const endTextPos = textPositions[endCharInfo.textPosIndex];
+
+          /* 
+            PDF2JSON coordinates - these are in "page units" (relative coordinates)
+            Calculate width as the distance from start to end, plus a portion of the last character's width
+            Use 10% of the last character width to avoid extending too far beyond the placeholder
+          */
+          const x = startTextPos.x;
+          const y = startTextPos.y;
+          const width = endTextPos.x + endTextPos.w * 0.1 - startTextPos.x;
+
+          placeholders.push({
+            placeholder,
+            recipient,
+            fieldAndMeta,
+            page: pageIndex + 1,
+            x,
+            y,
+            width,
+            height: 1,
+            pageWidth,
+            pageHeight,
+          });
+        }
+      });
+
+      resolve(placeholders);
+    });
+
+    parser.parseBuffer(pdf);
+  });
+};
+
+export const replacePlaceholdersInPDF = async (pdf: Buffer): Promise<Buffer> => {
+  const placeholders = await extractPlaceholdersFromPDF(pdf);
+
+  const pdfDoc = await PDFDocument.load(new Uint8Array(pdf));
+  const pages = pdfDoc.getPages();
+
+  for (const placeholder of placeholders) {
+    const pageIndex = placeholder.page - 1;
+    const page = pages[pageIndex];
+
+    const { width: pdfLibPageWidth, height: pdfLibPageHeight } = getPageSize(page);
+
+    /*
+      Convert PDF2JSON coordinates to pdf-lib coordinates:
+      
+      PDF2JSON uses relative "page units":
+      - x, y, width, height are in page units
+      - Page dimensions (Width, Height) are also in page units
+      
+      pdf-lib uses absolute points (1 point = 1/72 inch):
+      - Need to convert from page units to points
+      - Y-axis in pdf-lib is bottom-up (origin at bottom-left)
+      - Y-axis in PDF2JSON is top-down (origin at top-left)
+      
+      Conversion formulas:
+      - x_points = (x / pageWidth) * pdfLibPageWidth
+      - y_points = pdfLibPageHeight - ((y / pageHeight) * pdfLibPageHeight)
+      - width_points = (width / pageWidth) * pdfLibPageWidth
+      - height_points = (height / pageHeight) * pdfLibPageHeight
+    */
+
+    const xPoints = (placeholder.x / placeholder.pageWidth) * pdfLibPageWidth;
+    const yPoints = pdfLibPageHeight - (placeholder.y / placeholder.pageHeight) * pdfLibPageHeight;
+    const widthPoints = (placeholder.width / placeholder.pageWidth) * pdfLibPageWidth;
+    const heightPoints = (placeholder.height / placeholder.pageHeight) * pdfLibPageHeight;
+
+    page.drawRectangle({
+      x: xPoints,
+      y: yPoints - heightPoints, // Adjust for height since y is at baseline
+      width: widthPoints,
+      height: heightPoints,
+      color: rgb(1, 1, 1),
+      borderColor: rgb(1, 1, 1),
+      borderWidth: 2,
+    });
+  }
+
+  const modifiedPdfBytes = await pdfDoc.save();
+
+  return Buffer.from(modifiedPdfBytes);
+};
+
+const extractRecipientPlaceholder = (placeholder: string): RecipientPlaceholderInfo => {
+  const indexMatch = placeholder.match(/^r(\d+)$/i);
+
+  if (!indexMatch) {
+    throw new AppError(AppErrorCode.INVALID_BODY, {
+      message: `Invalid recipient placeholder format: ${placeholder}. Expected format: r1, r2, r3, etc.`,
+    });
+  }
+
+  const recipientIndex = Number(indexMatch[1]);
+
+  return {
+    email: `recipient.${recipientIndex}@documenso.com`,
+    name: `Recipient ${recipientIndex}`,
+    recipientIndex,
+  };
+};
+
+export const insertFieldsFromPlaceholdersInPDF = async (
+  pdf: Buffer,
+  userId: number,
+  teamId: number,
+  envelopeId: EnvelopeIdOptions,
+  requestMetadata: ApiRequestMetadata,
+  envelopeItemId?: string,
+): Promise<Buffer> => {
+  const placeholders = await extractPlaceholdersFromPDF(pdf);
+
+  if (placeholders.length === 0) {
+    return pdf;
+  }
+
+  /*
+    A structure that maps the recipient index to the recipient name.
+    Example: 1 => 'Recipient 1'
+  */
+  const recipientPlaceholders = new Map<number, string>();
+
+  for (const placeholder of placeholders) {
+    const { name, recipientIndex } = extractRecipientPlaceholder(placeholder.recipient);
+
+    recipientPlaceholders.set(recipientIndex, name);
+  }
+
+  /*
+    Create a list of recipients to create.
+    Example: [{ email: 'recipient.1@documenso.com', name: 'Recipient 1', role: 'SIGNER', signingOrder: 1 }]
+  */
+  const recipientsToCreate = Array.from(
+    recipientPlaceholders.entries(),
+    ([recipientIndex, name]) => {
+      return {
+        email: `recipient.${recipientIndex}@documenso.com`,
+        name,
+        role: RecipientRole.SIGNER,
+        signingOrder: recipientIndex,
+      };
+    },
+  );
+
+  const { envelopeWhereInput } = await getEnvelopeWhereInput({
+    id: envelopeId,
+    userId,
+    teamId,
+    type: null,
+  });
+
+  const envelope = await prisma.envelope.findFirst({
+    where: envelopeWhereInput,
+    select: {
+      id: true,
+      type: true,
+      secondaryId: true,
+    },
+  });
+
+  if (!envelope) {
+    throw new AppError(AppErrorCode.NOT_FOUND, {
+      message: 'Envelope not found',
+    });
+  }
+
+  const existingRecipients = await prisma.recipient.findMany({
+    where: {
+      envelopeId: envelope.id,
+    },
+    select: {
+      id: true,
+      email: true,
+    },
+  });
+
+  const existingEmails = new Set(existingRecipients.map((r) => r.email.toLowerCase()));
+  const recipientsToCreateFiltered = recipientsToCreate.filter(
+    (r) => !existingEmails.has(r.email.toLowerCase()),
+  );
+
+  let createdRecipients: Pick<Recipient, 'id' | 'email'>[] = existingRecipients;
+
+  if (recipientsToCreateFiltered.length > 0) {
+    if (envelope.type === EnvelopeType.DOCUMENT) {
+      const { recipients } = await createDocumentRecipients({
+        userId,
+        teamId,
+        id: envelopeId,
+        recipients: recipientsToCreateFiltered,
+        requestMetadata,
+      });
+
+      createdRecipients = [...existingRecipients, ...recipients];
+    } else if (envelope.type === EnvelopeType.TEMPLATE) {
+      const templateId =
+        envelopeId.type === 'templateId'
+          ? envelopeId.id
+          : mapSecondaryIdToTemplateId(envelope.secondaryId);
+
+      const { recipients } = await createTemplateRecipients({
+        userId,
+        teamId,
+        templateId,
+        recipients: recipientsToCreateFiltered,
+      });
+
+      createdRecipients = [...existingRecipients, ...recipients];
+    } else {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Invalid envelope type: ${envelope.type}`,
+      });
+    }
+  }
+
+  const fieldsToCreate: FieldToCreate[] = [];
+
+  for (const placeholder of placeholders) {
+    /*
+      Convert PDF2JSON coordinates to percentage-based coordinates (0-100)
+      The UI expects positionX and positionY as percentages, not absolute points
+      PDF2JSON uses relative coordinates: x/pageWidth and y/pageHeight give us the percentage
+    */
+    const xPercent = (placeholder.x / placeholder.pageWidth) * 100;
+    const yPercent = (placeholder.y / placeholder.pageHeight) * 100;
+
+    const widthPercent = (placeholder.width / placeholder.pageWidth) * 100;
+    const heightPercent = (placeholder.height / placeholder.pageHeight) * 100;
+
+    const { email } = extractRecipientPlaceholder(placeholder.recipient);
+    const normalizedEmail = email.toLowerCase();
+    const recipient = createdRecipients.find((r) => r.email.toLowerCase() === normalizedEmail);
+
+    if (!recipient) {
+      throw new AppError(AppErrorCode.INVALID_BODY, {
+        message: `Could not find recipient ID for placeholder: ${placeholder.placeholder}`,
+      });
+    }
+
+    const recipientId = recipient.id;
+
+    // Default height percentage if too small (use 2% as a reasonable default)
+    const finalHeightPercent = heightPercent > 0.01 ? heightPercent : 2;
+
+    fieldsToCreate.push({
+      ...placeholder.fieldAndMeta,
+      envelopeItemId,
+      recipientId,
+      pageNumber: placeholder.page,
+      pageX: xPercent,
+      pageY: yPercent,
+      width: widthPercent,
+      height: finalHeightPercent,
+    });
+  }
+
+  await createEnvelopeFields({
+    userId,
+    teamId,
+    id: envelopeId,
+    fields: fieldsToCreate,
+    requestMetadata,
+  });
+
+  return pdf;
+};

packages/lib/server-only/pdf/normalize-pdf.ts

@@ -1,5 +1,6 @@
 import { PDFDocument } from '@cantoo/pdf-lib';
 
+import { replacePlaceholdersInPDF } from './auto-place-fields';
 import { flattenAnnotations } from './flatten-annotations';
 import { flattenForm, removeOptionalContentGroups } from './flatten-form';
 
@@ -13,6 +14,7 @@ export const normalizePdf = async (pdf: Buffer) => {
   removeOptionalContentGroups(pdfDoc);
   await flattenForm(pdfDoc);
   flattenAnnotations(pdfDoc);
+  const pdfWithoutPlaceholders = await replacePlaceholdersInPDF(pdf);
 
-  return Buffer.from(await pdfDoc.save());
+  return pdfWithoutPlaceholders;
 };

packages/lib/server-only/template/create-document-from-template.ts

@@ -725,13 +725,6 @@ export const createDocumentFromTemplate = async ({
       teamId,
     });
 
-    await triggerWebhook({
-      event: WebhookTriggerEvents.TEMPLATE_USED,
-      data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(createdEnvelope)),
-      userId,
-      teamId,
-    });
-
     return envelope;
   });
 };

packages/lib/server-only/template/delete-template.ts

@@ -1,14 +1,9 @@
-import { EnvelopeType, WebhookTriggerEvents } from '@prisma/client';
+import { EnvelopeType } from '@prisma/client';
 
 import { prisma } from '@documenso/prisma';
 
-import {
-  ZWebhookDocumentSchema,
-  mapEnvelopeToWebhookDocumentPayload,
-} from '../../types/webhook-payload';
 import { type EnvelopeIdOptions } from '../../utils/envelope';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
-import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
 export type DeleteTemplateOptions = {
   id: EnvelopeIdOptions;
@@ -24,18 +19,6 @@ export const deleteTemplate = async ({ id, userId, teamId }: DeleteTemplateOptio
     teamId,
   });
 
-  const templateToDelete = await prisma.envelope.findUniqueOrThrow({
-    where: envelopeWhereInput,
-    include: { documentMeta: true, recipients: true },
-  });
-
-  await triggerWebhook({
-    event: WebhookTriggerEvents.TEMPLATE_DELETED,
-    data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(templateToDelete)),
-    userId,
-    teamId,
-  });
-
   return await prisma.envelope.delete({
     where: envelopeWhereInput,
   });

packages/lib/server-only/webhooks/trigger/generate-sample-data.ts

@@ -480,198 +480,5 @@ export const generateSampleWebhookPayload = (
     };
   }
 
-  if (event === WebhookTriggerEvents.DOCUMENT_VIEWED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        status: DocumentStatus.PENDING,
-        recipients: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.OPENED,
-          },
-        ],
-        Recipient: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.OPENED,
-          },
-        ],
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.DOCUMENT_RECIPIENT_COMPLETED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        status: DocumentStatus.PENDING,
-        recipients: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.OPENED,
-            signingStatus: SigningStatus.SIGNED,
-            signedAt: now,
-          },
-        ],
-        Recipient: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.OPENED,
-            signingStatus: SigningStatus.SIGNED,
-            signedAt: now,
-          },
-        ],
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.DOCUMENT_DOWNLOADED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        status: DocumentStatus.COMPLETED,
-        completedAt: now,
-        recipients: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.OPENED,
-            signingStatus: SigningStatus.SIGNED,
-            signedAt: now,
-          },
-        ],
-        Recipient: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.OPENED,
-            signingStatus: SigningStatus.SIGNED,
-            signedAt: now,
-          },
-        ],
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.DOCUMENT_REMINDER_SENT) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        status: DocumentStatus.PENDING,
-        recipients: [
-          {
-            ...basePayload.recipients[0],
-            sendStatus: SendStatus.SENT,
-            signingStatus: SigningStatus.NOT_SIGNED,
-          },
-        ],
-        Recipient: [
-          {
-            ...basePayload.recipients[0],
-            sendStatus: SendStatus.SENT,
-            signingStatus: SigningStatus.NOT_SIGNED,
-          },
-        ],
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.RECIPIENT_AUTHENTICATION_FAILED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        status: DocumentStatus.PENDING,
-        recipients: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.NOT_OPENED,
-            signingStatus: SigningStatus.NOT_SIGNED,
-          },
-        ],
-        Recipient: [
-          {
-            ...basePayload.recipients[0],
-            readStatus: ReadStatus.NOT_OPENED,
-            signingStatus: SigningStatus.NOT_SIGNED,
-          },
-        ],
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.TEMPLATE_CREATED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        title: 'My Template',
-        status: DocumentStatus.DRAFT,
-        templateId: 10,
-        source: DocumentSource.TEMPLATE,
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.TEMPLATE_UPDATED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        title: 'My Updated Template',
-        status: DocumentStatus.DRAFT,
-        templateId: 10,
-        source: DocumentSource.TEMPLATE,
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.TEMPLATE_DELETED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        title: 'Deleted Template',
-        status: DocumentStatus.DRAFT,
-        templateId: 10,
-        source: DocumentSource.TEMPLATE,
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
-  if (event === WebhookTriggerEvents.TEMPLATE_USED) {
-    return {
-      event,
-      payload: {
-        ...basePayload,
-        title: 'Document from Template',
-        status: DocumentStatus.DRAFT,
-        templateId: 10,
-        source: DocumentSource.TEMPLATE,
-      },
-      createdAt: now.toISOString(),
-      webhookEndpoint: webhookUrl,
-    };
-  }
-
   throw new Error(`Unsupported event type: ${event}`);
 };

packages/prisma/migrations/20251101000330_add_new_webhook_events/migration.sql

@@ -1,17 +0,0 @@
--- AlterEnum
--- This migration adds more than one value to an enum.
--- With PostgreSQL versions 11 and earlier, this is not possible
--- in a single migration. This can be worked around by creating
--- multiple migrations, each migration adding only one value to
--- the enum.
-
-
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_VIEWED';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_RECIPIENT_COMPLETED';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_DOWNLOADED';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'DOCUMENT_REMINDER_SENT';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_CREATED';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_UPDATED';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_DELETED';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'TEMPLATE_USED';
-ALTER TYPE "WebhookTriggerEvents" ADD VALUE 'RECIPIENT_AUTHENTICATION_FAILED';

packages/prisma/schema.prisma

@@ -172,15 +172,6 @@ enum WebhookTriggerEvents {
   DOCUMENT_COMPLETED
   DOCUMENT_REJECTED
   DOCUMENT_CANCELLED
-  DOCUMENT_VIEWED
-  DOCUMENT_RECIPIENT_COMPLETED
-  DOCUMENT_DOWNLOADED
-  DOCUMENT_REMINDER_SENT
-  TEMPLATE_CREATED
-  TEMPLATE_UPDATED
-  TEMPLATE_DELETED
-  TEMPLATE_USED
-  RECIPIENT_AUTHENTICATION_FAILED
 }
 
 model Webhook {

packages/trpc/server/document-router/download-document.ts

@@ -1,13 +1,8 @@
 import type { DocumentData } from '@prisma/client';
-import { DocumentDataType, EnvelopeType, WebhookTriggerEvents } from '@prisma/client';
+import { DocumentDataType, EnvelopeType } from '@prisma/client';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getEnvelopeById } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
-import { triggerWebhook } from '@documenso/lib/server-only/webhooks/trigger/trigger-webhook';
-import {
-  ZWebhookDocumentSchema,
-  mapEnvelopeToWebhookDocumentPayload,
-} from '@documenso/lib/types/webhook-payload';
 import { getPresignGetUrl } from '@documenso/lib/universal/upload/server-actions';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 
@@ -81,13 +76,6 @@ export const downloadDocumentRoute = authenticatedProcedure
       const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
       const filename = `${baseTitle}${suffix}`;
 
-      void triggerWebhook({
-        event: WebhookTriggerEvents.DOCUMENT_DOWNLOADED,
-        data: ZWebhookDocumentSchema.parse(mapEnvelopeToWebhookDocumentPayload(envelope)),
-        userId: envelope.userId,
-        teamId: envelope.teamId,
-      });
-
       return {
         downloadUrl: url,
         filename,