chore: add translations

<img width="557" height="455" alt="image"
src="https://github.com/user-attachments/assets/7b669f4a-c6c5-4fdc-bf10-da0def7b0b3f"
/>

.env.example

@@ -29,6 +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/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/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/document-duplicate-dialog.tsx

@@ -19,13 +19,15 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useCurrentTeam } from '~/providers/team';
 
 type DocumentDuplicateDialogProps = {
-  id: number;
+  id: string;
+  token?: string;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
 export const DocumentDuplicateDialog = ({
   id,
+  token,
   open,
   onOpenChange,
 }: DocumentDuplicateDialogProps) => {
@@ -36,27 +38,23 @@ export const DocumentDuplicateDialog = ({
 
   const team = useCurrentTeam();
 
-  const { data: document, isLoading } = trpcReact.document.get.useQuery(
-    {
-      documentId: id,
-    },
-    {
-      queryHash: `document-duplicate-dialog-${id}`,
-      enabled: open === true,
-    },
-  );
+  const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
+    trpcReact.envelope.item.getManyByToken.useQuery(
+      {
+        envelopeId: id,
+        access: token ? { type: 'recipient', token } : { type: 'user' },
+      },
+      {
+        enabled: open,
+      },
+    );
 
-  const documentData = document?.documentData
-    ? {
-        ...document.documentData,
-        data: document.documentData.initialData,
-      }
-    : undefined;
+  const envelopeItems = envelopeItemsPayload?.data || [];
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
-    trpcReact.document.duplicate.useMutation({
+  const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
+    trpcReact.envelope.duplicate.useMutation({
       onSuccess: async ({ id }) => {
         toast({
           title: _(msg`Document Duplicated`),
@@ -71,7 +69,7 @@ export const DocumentDuplicateDialog = ({
 
   const onDuplicate = async () => {
     try {
-      await duplicateDocument({ documentId: id });
+      await duplicateEnvelope({ envelopeId: id });
     } catch {
       toast({
         title: _(msg`Something went wrong`),
@@ -83,14 +81,14 @@ export const DocumentDuplicateDialog = ({
   };
 
   return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+    <Dialog open={open} onOpenChange={(value) => !isDuplicating && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
             <Trans>Duplicate</Trans>
           </DialogTitle>
         </DialogHeader>
-        {!documentData || isLoading ? (
+        {isLoadingEnvelopeItems || !envelopeItems || envelopeItems.length === 0 ? (
           <div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
             <h1 className="mt-4 grow-0 truncate text-2xl font-semibold md:text-3xl">
               <Trans>Loading Document...</Trans>
@@ -98,7 +96,12 @@ export const DocumentDuplicateDialog = ({
           </div>
         ) : (
           <div className="p-2 [&>div]:h-[50vh] [&>div]:overflow-y-scroll">
-            <PDFViewer key={document?.id} documentData={documentData} />
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={undefined}
+              version="original"
+            />
           </div>
         )}
 
@@ -115,8 +118,8 @@ export const DocumentDuplicateDialog = ({
 
             <Button
               type="button"
-              disabled={isDuplicateLoading || isLoading}
-              loading={isDuplicateLoading}
+              disabled={isDuplicating}
+              loading={isDuplicating}
               onClick={onDuplicate}
               className="flex-1"
             >

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

@@ -15,18 +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,
@@ -65,6 +63,7 @@ export type EnvelopeDistributeDialogProps = {
     fields: Pick<Field, 'type' | 'recipientId'>[];
   };
   onDistribute?: () => Promise<void>;
+  documentRootPath: string;
   trigger?: React.ReactNode;
 };
 
@@ -89,6 +88,7 @@ export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFo
 export const EnvelopeDistributeDialog = ({
   envelope,
   trigger,
+  documentRootPath,
   onDistribute,
 }: EnvelopeDistributeDialogProps) => {
   const organisation = useCurrentOrganisation();
@@ -97,6 +97,7 @@ export const EnvelopeDistributeDialog = ({
 
   const { toast } = useToast();
   const { t } = useLingui();
+  const navigate = useNavigate();
 
   const [isOpen, setIsOpen] = useState(false);
 
@@ -163,6 +164,14 @@ export const EnvelopeDistributeDialog = ({
 
       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.`,
@@ -198,6 +207,7 @@ export const EnvelopeDistributeDialog = ({
             <Trans>Recipients will be able to sign the document once sent</Trans>
           </DialogDescription>
         </DialogHeader>
+
         {!invalidEnvelopeCode ? (
           <Form {...form}>
             <form onSubmit={handleSubmit(onFormSubmit)}>
@@ -220,7 +230,11 @@ export const EnvelopeDistributeDialog = ({
                   </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
@@ -322,7 +336,7 @@ export const EnvelopeDistributeDialog = ({
                                     <Trans>Message</Trans>{' '}
                                     <span className="text-muted-foreground">(Optional)</span>
                                     <Tooltip>
-                                      <TooltipTrigger>
+                                      <TooltipTrigger type="button">
                                         <InfoIcon className="mx-2 h-4 w-4" />
                                       </TooltipTrigger>
                                       <TooltipContent className="text-muted-foreground p-4">
@@ -355,73 +369,18 @@ export const EnvelopeDistributeDialog = ({
                         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">
-                            {/* Todo: Envelopes - I don't think this section shows up */}
-
-                            {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>

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

@@ -2,11 +2,10 @@ 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 { 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 { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -20,9 +19,7 @@ import {
 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 EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'envelopeId' | 'title' | 'order'>;
 
 type EnvelopeDownloadDialogProps = {
   envelopeId: string;
@@ -64,12 +61,12 @@ export const EnvelopeDownloadDialog = ({
         access: token ? { type: 'recipient', token } : { type: 'user' },
       },
       {
-        initialData: initialEnvelopeItems ? { envelopeItems: initialEnvelopeItems } : undefined,
+        initialData: initialEnvelopeItems ? { data: initialEnvelopeItems } : undefined,
         enabled: open,
       },
     );
 
-  const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
+  const envelopeItems = envelopeItemsPayload?.data || [];
 
   const onDownload = async (
     envelopeItem: EnvelopeItemToDownload,
@@ -87,25 +84,11 @@ export const EnvelopeDownloadDialog = ({
     }));
 
     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,
+      await downloadPDF({
+        envelopeItem,
+        token,
+        fileName: envelopeItem.title,
+        version,
       });
 
       setIsDownloadingState((prev) => ({
@@ -146,7 +129,7 @@ export const EnvelopeDownloadDialog = ({
         <div className="flex flex-col gap-4">
           {isLoadingEnvelopeItems ? (
             <>
-              {Array.from({ length: 2 }).map((_, index) => (
+              {Array.from({ length: 1 }).map((_, index) => (
                 <div
                   key={index}
                   className="border-border bg-card flex items-center gap-2 rounded-lg border p-4"
@@ -175,6 +158,7 @@ export const EnvelopeDownloadDialog = ({
                 </div>
 
                 <div className="min-w-0 flex-1">
+                  {/* Todo: Envelopes - Fix overflow */}
                   <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>
@@ -192,7 +176,7 @@ export const EnvelopeDownloadDialog = ({
                     {!isDownloadingState[generateDownloadKey(item.id, 'original')] && (
                       <DownloadIcon className="mr-2 h-4 w-4" />
                     )}
-                    <Trans>Original</Trans>
+                    <Trans context="Original document (adjective)">Original</Trans>
                   </Button>
 
                   {envelopeStatus === DocumentStatus.COMPLETED && (
@@ -206,15 +190,13 @@ export const EnvelopeDownloadDialog = ({
                       {!isDownloadingState[generateDownloadKey(item.id, 'signed')] && (
                         <DownloadIcon className="mr-2 h-4 w-4" />
                       )}
-                      <Trans>Signed</Trans>
+                      <Trans context="Signed document (adjective)">Signed</Trans>
                     </Button>
                   )}
                 </div>
               </div>
             ))
           )}
-
-          {/* Todo: Envelopes - Download all button */}
         </div>
       </DialogContent>
     </Dialog>

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

@@ -43,7 +43,7 @@ export const EnvelopeDuplicateDialog = ({
 
   const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
     trpc.envelope.duplicate.useMutation({
-      onSuccess: async ({ duplicatedEnvelopeId }) => {
+      onSuccess: async ({ id }) => {
         toast({
           title: t`Envelope Duplicated`,
           description: t`Your envelope has been successfully duplicated.`,
@@ -55,7 +55,7 @@ export const EnvelopeDuplicateDialog = ({
             ? formatDocumentsPath(team.url)
             : formatTemplatesPath(team.url);
 
-        await navigate(`${path}/${duplicatedEnvelopeId}/edit`);
+        await navigate(`${path}/${id}/edit`);
         setOpen(false);
       },
     });

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

@@ -185,6 +185,10 @@ export const OrganisationMemberInviteDialog = ({
       return 'form';
     }
 
+    if (fullOrganisation.members.length < fullOrganisation.organisationClaim.memberCount) {
+      return 'form';
+    }
+
     // This is probably going to screw us over in the future.
     if (fullOrganisation.organisationClaim.originalSubscriptionClaimId !== INTERNAL_CLAIM_ID.TEAM) {
       return 'alert';

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

@@ -3,7 +3,7 @@ import { useEffect, 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 { Plural, Trans } from '@lingui/react/macro';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { startRegistration } from '@simplewebauthn/browser';
 import { KeyRoundIcon } from 'lucide-react';
@@ -209,7 +209,11 @@ export const PasskeyCreateDialog = ({ trigger, onSuccess, ...props }: PasskeyCre
                     ))
                     .with('TOO_MANY_PASSKEYS', () => (
                       <AlertDescription>
-                        <Trans>You cannot have more than {MAXIMUM_PASSKEYS} passkeys.</Trans>
+                        <Plural
+                          value={MAXIMUM_PASSKEYS}
+                          one="You cannot have more than # passkey."
+                          other="You cannot have more than # passkeys."
+                        />
                       </AlertDescription>
                     ))
                     .with('InvalidStateError', () => (

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

@@ -1,5 +1,4 @@
 import { zodResolver } from '@hookform/resolvers/zod';
-import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
 import { createCallable } from 'react-call';
@@ -28,49 +27,71 @@ import {
 } from '@documenso/ui/primitives/form/form';
 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,
-  });
-
-  const { numberFormat, minValue, maxValue } = fieldMeta;
-
-  if (typeof minValue === 'number') {
-    schema = schema.min(minValue);
-  }
-
-  if (typeof maxValue === 'number') {
-    schema = schema.max(maxValue);
-  }
-
-  if (numberFormat) {
-    const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
-
-    if (!foundRegex) {
-      return schema;
-    }
-
-    return schema.refine(
-      (value) => {
-        return foundRegex.test(value.toString());
-      },
-      {
-        message: msg`Number needs to be formatted as ${numberFormat}`.id,
-      },
-    );
-  }
-
-  return schema;
-};
-
 export type SignFieldNumberDialogProps = {
   fieldMeta: TNumberFieldMeta;
 };
 
-export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, number | null>(
+export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, string | null>(
   ({ call, fieldMeta }) => {
     const { t } = useLingui();
 
+    // Needs to be inside dialog for translation purposes.
+    const createNumberFieldSchema = (fieldMeta: TNumberFieldMeta) => {
+      const { numberFormat, minValue, maxValue } = fieldMeta;
+
+      if (numberFormat) {
+        const foundRegex = numberFormatValues.find((item) => item.value === numberFormat)?.regex;
+
+        if (foundRegex) {
+          return z.string().refine(
+            (value) => {
+              return foundRegex.test(value.toString());
+            },
+            {
+              message: t`Number needs to be formatted as ${numberFormat}`,
+            },
+          );
+        }
+      }
+
+      // Not gong to work with min/max numbers + number format
+      // Since currently doesn't work in V1 going to ignore for now.
+      return z.string().superRefine((value, ctx) => {
+        const isValidNumber = /^[0-9,.]+$/.test(value.toString());
+
+        if (!isValidNumber) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.custom,
+            message: t`Please enter a valid number`,
+          });
+
+          return;
+        }
+
+        if (typeof minValue === 'number' && parseFloat(value) < minValue) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.too_small,
+            minimum: minValue,
+            inclusive: true,
+            type: 'number',
+          });
+
+          return;
+        }
+
+        if (typeof maxValue === 'number' && parseFloat(value) > maxValue) {
+          ctx.addIssue({
+            code: z.ZodIssueCode.too_big,
+            maximum: maxValue,
+            inclusive: true,
+            type: 'number',
+          });
+
+          return;
+        }
+      });
+    };
+
     const ZSignFieldNumberFormSchema = z.object({
       number: createNumberFieldSchema(fieldMeta),
     });

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

@@ -7,9 +7,9 @@ import { FilePlus, Loader } from 'lucide-react';
 import { useNavigate } from 'react-router';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -54,13 +54,17 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
     setIsUploadingFile(true);
 
     try {
-      const response = await putPdfFile(file);
-
-      const { legacyTemplateId: id } = await createTemplate({
+      const payload = {
         title: file.name,
-        templateDocumentDataId: response.id,
         folderId: folderId,
-      });
+      } satisfies TCreateTemplatePayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createTemplate(formData);
 
       toast({
         title: _(msg`Template document uploaded`),
@@ -92,7 +96,7 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
       <DialogTrigger asChild>
         <Button className="cursor-pointer" disabled={!user.emailVerified}>
           <FilePlus className="-ml-1 mr-2 h-4 w-4" />
-          <Trans>New Template</Trans>
+          <Trans>Template (Legacy)</Trans>
         </Button>
       </DialogTrigger>
 

apps/remix/app/components/dialogs/template-direct-link-dialog.tsx

@@ -265,7 +265,7 @@ export const TemplateDirectLinkDialog = ({
                   {remaining.directTemplates !== 0 && (
                     <DialogFooter className="mx-auto mt-4">
                       <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
-                        <Trans> Enable direct link signing</Trans>
+                        <Trans>Enable direct link signing</Trans>
                       </Button>
                     </DialogFooter>
                   )}

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

@@ -143,7 +143,7 @@ export function TemplateUseDialog({
     },
   );
 
-  const envelopeItems = response?.envelopeItems ?? [];
+  const envelopeItems = response?.data ?? [];
 
   const { mutateAsync: createDocumentFromTemplate } =
     trpc.template.createDocumentFromTemplate.useMutation();

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

@@ -4,6 +4,7 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import type { DocumentData, FieldType } from '@prisma/client';
 import { ReadStatus, type Recipient, SendStatus, SigningStatus } from '@prisma/client';
+import { base64 } from '@scure/base';
 import { ChevronsUpDown } from 'lucide-react';
 import { useFieldArray, useForm } from 'react-hook-form';
 import { useHotkeys } from 'react-hotkeys-hook';
@@ -12,7 +13,6 @@ import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-c
 import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { type TFieldMetaSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
-import { base64 } from '@documenso/lib/universal/base64';
 import { nanoid } from '@documenso/lib/universal/id';
 import { ADVANCED_FIELD_TYPES_WITH_OPTIONAL_SETTING } from '@documenso/lib/utils/advanced-fields-helpers';
 import { useRecipientColors } from '@documenso/ui/lib/recipient-colors';
@@ -83,21 +83,14 @@ export const ConfigureFieldsView = ({
 
   const normalizedDocumentData = useMemo(() => {
     if (documentData) {
-      return documentData;
+      return documentData.data;
     }
 
     if (!configData.documentData) {
       return null;
     }
 
-    const data = base64.encode(configData.documentData?.data);
-
-    return {
-      id: 'preview',
-      type: 'BYTES_64',
-      data,
-      initialData: data,
-    } satisfies DocumentData;
+    return base64.encode(configData.documentData.data);
   }, [configData.documentData]);
 
   const recipients = useMemo(() => {
@@ -541,7 +534,15 @@ export const ConfigureFieldsView = ({
             <Form {...form}>
               {normalizedDocumentData && (
                 <div>
-                  <PDFViewer documentData={normalizedDocumentData} />
+                  <PDFViewer
+                    overrideData={normalizedDocumentData}
+                    envelopeItem={{
+                      id: '',
+                      envelopeId: '',
+                    }}
+                    token={undefined}
+                    version="signed"
+                  />
 
                   <ElementVisible
                     target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}

apps/remix/app/components/embed/embed-authentication-required.tsx

@@ -9,6 +9,7 @@ export type EmbedAuthenticationRequiredProps = {
   email?: string;
   returnTo: string;
   isGoogleSSOEnabled?: boolean;
+  isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
   oidcProviderLabel?: string;
 };
@@ -17,6 +18,7 @@ export const EmbedAuthenticationRequired = ({
   email,
   returnTo,
   // isGoogleSSOEnabled,
+  // isMicrosoftSSOEnabled,
   // isOIDCSSOEnabled,
   // oidcProviderLabel,
 }: EmbedAuthenticationRequiredProps) => {
@@ -37,6 +39,7 @@ export const EmbedAuthenticationRequired = ({
         <SignInForm
           // Embed currently not supported.
           // isGoogleSSOEnabled={isGoogleSSOEnabled}
+          // isMicrosoftSSOEnabled={isMicrosoftSSOEnabled}
           // isOIDCSSOEnabled={isOIDCSSOEnabled}
           // oidcProviderLabel={oidcProviderLabel}
           className="mt-4"

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

@@ -3,8 +3,8 @@ import { useEffect, useLayoutEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta, Recipient, Signature } from '@prisma/client';
-import { type DocumentData, type Field, FieldType } from '@prisma/client';
+import type { DocumentMeta, EnvelopeItem, Recipient, Signature } from '@prisma/client';
+import { type Field, FieldType } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { DateTime } from 'luxon';
 import { useSearchParams } from 'react-router';
@@ -47,7 +47,7 @@ export type EmbedDirectTemplateClientPageProps = {
   token: string;
   envelopeId: string;
   updatedAt: Date;
-  documentData: DocumentData;
+  envelopeItems: Pick<EnvelopeItem, 'id' | 'envelopeId'>[];
   recipient: Recipient;
   fields: Field[];
   metadata?: DocumentMeta | null;
@@ -59,7 +59,7 @@ export const EmbedDirectTemplateClientPage = ({
   token,
   envelopeId,
   updatedAt,
-  documentData,
+  envelopeItems,
   recipient,
   fields,
   metadata,
@@ -335,7 +335,9 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Viewer */}
         <div className="flex-1">
           <PDFViewer
-            documentData={documentData}
+            envelopeItem={envelopeItems[0]}
+            token={recipient.token}
+            version="signed"
             onDocumentLoad={() => setHasDocumentLoaded(true)}
           />
         </div>

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

@@ -3,14 +3,8 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta } from '@prisma/client';
-import {
-  type DocumentData,
-  type Field,
-  FieldType,
-  RecipientRole,
-  SigningStatus,
-} from '@prisma/client';
+import type { DocumentMeta, EnvelopeItem } from '@prisma/client';
+import { type Field, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
@@ -46,11 +40,11 @@ import { EmbedDocumentCompleted } from './embed-document-completed';
 import { EmbedDocumentFields } from './embed-document-fields';
 import { EmbedDocumentRejected } from './embed-document-rejected';
 
-export type EmbedSignDocumentClientPageProps = {
+export type EmbedSignDocumentV1ClientPageProps = {
   token: string;
   documentId: number;
   envelopeId: string;
-  documentData: DocumentData;
+  envelopeItems: Pick<EnvelopeItem, 'id' | 'envelopeId'>[];
   recipient: RecipientWithFields;
   fields: Field[];
   completedFields: DocumentField[];
@@ -61,11 +55,11 @@ export type EmbedSignDocumentClientPageProps = {
   allRecipients?: RecipientWithFields[];
 };
 
-export const EmbedSignDocumentClientPage = ({
+export const EmbedSignDocumentV1ClientPage = ({
   token,
   documentId,
   envelopeId,
-  documentData,
+  envelopeItems,
   recipient,
   fields,
   completedFields,
@@ -74,7 +68,7 @@ export const EmbedSignDocumentClientPage = ({
   hidePoweredBy = false,
   allowWhitelabelling = false,
   allRecipients = [],
-}: EmbedSignDocumentClientPageProps) => {
+}: EmbedSignDocumentV1ClientPageProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -293,7 +287,9 @@ export const EmbedSignDocumentClientPage = ({
           {/* Viewer */}
           <div className="embed--DocumentViewer flex-1">
             <PDFViewer
-              documentData={documentData}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
               onDocumentLoad={() => setHasDocumentLoaded(true)}
             />
           </div>

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

@@ -0,0 +1,232 @@
+import { useEffect, useLayoutEffect, useState } from 'react';
+
+import { useLingui } from '@lingui/react';
+
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+
+import { ZSignDocumentEmbedDataSchema } from '~/types/embed-document-sign-schema';
+import { injectCss } from '~/utils/css-vars';
+
+import { DocumentSigningPageViewV2 } from '../general/document-signing/document-signing-page-view-v2';
+import { useRequiredEnvelopeSigningContext } from '../general/document-signing/envelope-signing-provider';
+import { EmbedClientLoading } from './embed-client-loading';
+import { EmbedDocumentCompleted } from './embed-document-completed';
+import { EmbedDocumentRejected } from './embed-document-rejected';
+import { EmbedSigningProvider } from './embed-signing-context';
+
+export type EmbedSignDocumentV2ClientPageProps = {
+  hidePoweredBy?: boolean;
+  allowWhitelabelling?: boolean;
+};
+
+export const EmbedSignDocumentV2ClientPage = ({
+  hidePoweredBy = false,
+  allowWhitelabelling = false,
+}: EmbedSignDocumentV2ClientPageProps) => {
+  const { _ } = useLingui();
+
+  const { envelope, recipient, envelopeData, setFullName, fullName } =
+    useRequiredEnvelopeSigningContext();
+
+  const { isCompleted, isRejected, recipientSignature } = envelopeData;
+
+  // !: Not used at the moment, may be removed in the future.
+  // const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
+  const [hasFinishedInit, setHasFinishedInit] = useState(false);
+  const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
+  const [isNameLocked, setIsNameLocked] = useState(false);
+
+  const onDocumentCompleted = (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-completed',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentError = () => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-error',
+          data: null,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentReady = () => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-ready',
+          data: null,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onFieldSigned = (data: { fieldId?: number; value?: string; isBase64?: boolean }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'field-signed',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onFieldUnsigned = (data: { fieldId?: number }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'field-unsigned',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  const onDocumentRejected = (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => {
+    if (window.parent) {
+      window.parent.postMessage(
+        {
+          action: 'document-rejected',
+          data,
+        },
+        '*',
+      );
+    }
+  };
+
+  useLayoutEffect(() => {
+    const hash = window.location.hash.slice(1);
+
+    try {
+      const data = ZSignDocumentEmbedDataSchema.parse(JSON.parse(decodeURIComponent(atob(hash))));
+
+      if (!isCompleted && data.name) {
+        setFullName(data.name);
+      }
+
+      // Since a recipient can be provided a name we can lock it without requiring
+      // a to be provided by the parent application, unlike direct templates.
+      setIsNameLocked(!!data.lockName);
+      setAllowDocumentRejection(!!data.allowDocumentRejection);
+
+      if (data.darkModeDisabled) {
+        document.documentElement.classList.add('dark-mode-disabled');
+      }
+
+      if (allowWhitelabelling) {
+        injectCss({
+          css: data.css,
+          cssVars: data.cssVars,
+        });
+      }
+    } catch (err) {
+      console.error(err);
+    }
+
+    setHasFinishedInit(true);
+
+    // !: While the setters are stable we still want to ensure we're avoiding
+    // !: re-renders.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [allowWhitelabelling]);
+
+  useEffect(() => {
+    if (hasFinishedInit) {
+      onDocumentReady();
+    }
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [hasFinishedInit]);
+
+  // Listen for document completion events from the envelope signing context
+  useEffect(() => {
+    if (isCompleted) {
+      onDocumentCompleted({
+        token: recipient.token,
+        envelopeId: envelope.id,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        recipientId: recipient.id,
+      });
+    }
+  }, [isCompleted, envelope.id, recipient.id, recipient.token]);
+
+  // Listen for document rejection events
+  useEffect(() => {
+    if (isRejected) {
+      onDocumentRejected({
+        token: recipient.token,
+        envelopeId: envelope.id,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        recipientId: recipient.id,
+      });
+    }
+  }, [isRejected, envelope.id, recipient.id, recipient.token]);
+
+  if (isRejected) {
+    return <EmbedDocumentRejected />;
+  }
+
+  if (isCompleted) {
+    return (
+      <EmbedDocumentCompleted
+        name={fullName}
+        signature={
+          recipientSignature
+            ? {
+                id: 1,
+                fieldId: 1,
+                recipientId: recipient.id,
+                created: new Date(),
+                signatureImageAsBase64: recipientSignature.signatureImageAsBase64,
+                typedSignature: recipientSignature.typedSignature,
+              }
+            : undefined
+        }
+      />
+    );
+  }
+
+  return (
+    <EmbedSigningProvider
+      isNameLocked={isNameLocked}
+      hidePoweredBy={hidePoweredBy}
+      allowDocumentRejection={allowDocumentRejection}
+      onDocumentCompleted={onDocumentCompleted}
+      onDocumentError={onDocumentError}
+      onDocumentRejected={onDocumentRejected}
+      onDocumentReady={onDocumentReady}
+      onFieldSigned={onFieldSigned}
+      onFieldUnsigned={onFieldUnsigned}
+    >
+      <div className="embed--Root relative">
+        {!hasFinishedInit && <EmbedClientLoading />}
+
+        <DocumentSigningPageViewV2 />
+      </div>
+    </EmbedSigningProvider>
+  );
+};

apps/remix/app/components/embed/embed-signing-context.tsx

@@ -0,0 +1,101 @@
+import { createContext, useContext } from 'react';
+
+export type EmbedSigningContextValue = {
+  isEmbed: true;
+  allowDocumentRejection: boolean;
+  isNameLocked: boolean;
+  isEmailLocked: boolean;
+  hidePoweredBy: boolean;
+  onDocumentCompleted: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => void;
+  onDocumentError: () => void;
+  onDocumentRejected: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => void;
+  onDocumentReady: () => void;
+  onFieldSigned: (data: { fieldId?: number; value?: string; isBase64?: boolean }) => void;
+  onFieldUnsigned: (data: { fieldId?: number }) => void;
+};
+
+const EmbedSigningContext = createContext<EmbedSigningContextValue | null>(null);
+
+export const useEmbedSigningContext = () => {
+  return useContext(EmbedSigningContext);
+};
+
+export const useRequiredEmbedSigningContext = () => {
+  const context = useEmbedSigningContext();
+
+  if (!context) {
+    throw new Error('useRequiredEmbedSigningContext must be used within EmbedSigningProvider');
+  }
+
+  return context;
+};
+
+export type EmbedSigningProviderProps = {
+  allowDocumentRejection?: boolean;
+  isNameLocked?: boolean;
+  isEmailLocked?: boolean;
+  hidePoweredBy?: boolean;
+  onDocumentCompleted: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+  }) => void;
+  onDocumentError: () => void;
+  onDocumentRejected: (data: {
+    token: string;
+    documentId: number;
+    envelopeId: string;
+    recipientId: number;
+    reason?: string;
+  }) => void;
+  onDocumentReady: () => void;
+  onFieldSigned: (data: { fieldId?: number; value?: string; isBase64?: boolean }) => void;
+  onFieldUnsigned: (data: { fieldId?: number }) => void;
+  children: React.ReactNode;
+};
+
+export const EmbedSigningProvider = ({
+  allowDocumentRejection = false,
+  isNameLocked = false,
+  isEmailLocked = true,
+  hidePoweredBy = false,
+  onDocumentCompleted,
+  onDocumentError,
+  onDocumentRejected,
+  onDocumentReady,
+  onFieldSigned,
+  onFieldUnsigned,
+  children,
+}: EmbedSigningProviderProps) => {
+  return (
+    <EmbedSigningContext.Provider
+      value={{
+        isEmbed: true,
+        allowDocumentRejection,
+        isNameLocked,
+        isEmailLocked,
+        hidePoweredBy,
+        onDocumentCompleted,
+        onDocumentError,
+        onDocumentRejected,
+        onDocumentReady,
+        onFieldSigned,
+        onFieldUnsigned,
+      }}
+    >
+      {children}
+    </EmbedSigningContext.Provider>
+  );
+};

apps/remix/app/components/embed/multisign/multi-sign-document-signing-view.tsx

@@ -226,7 +226,9 @@ export const MultiSignDocumentSigningView = ({
                   })}
                 >
                   <PDFViewer
-                    documentData={document.documentData}
+                    envelopeItem={document.envelopeItems[0]}
+                    token={token}
+                    version="signed"
                     onDocumentLoad={() => {
                       setHasDocumentLoaded(true);
                       onDocumentReady?.();

apps/remix/app/components/filters/date-range-filter.tsx

@@ -0,0 +1,49 @@
+import { useTransition } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { DateRange } from '@documenso/lib/types/search-params';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+type DateRangeFilterProps = {
+  currentRange: DateRange;
+};
+
+export const DateRangeFilter = ({ currentRange }: DateRangeFilterProps) => {
+  const { _ } = useLingui();
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const handleRangeChange = (value: string) => {
+    startTransition(() => {
+      updateSearchParams({
+        dateRange: value as DateRange,
+        page: 1,
+      });
+    });
+  };
+
+  return (
+    <div className="flex items-center gap-2">
+      <Select value={currentRange} onValueChange={handleRangeChange} disabled={isPending}>
+        <SelectTrigger className="w-48">
+          <SelectValue />
+        </SelectTrigger>
+        <SelectContent>
+          <SelectItem value="last30days">{_(msg`Last 30 Days`)}</SelectItem>
+          <SelectItem value="last90days">{_(msg`Last 90 Days`)}</SelectItem>
+          <SelectItem value="lastYear">{_(msg`Last Year`)}</SelectItem>
+          <SelectItem value="allTime">{_(msg`All Time`)}</SelectItem>
+        </SelectContent>
+      </Select>
+    </div>
+  );
+};

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

@@ -1,14 +1,14 @@
 import { useEffect, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { useLingui } from '@lingui/react/macro';
-import { Trans } from '@lingui/react/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
 import type { TeamGlobalSettings } from '@prisma/client';
 import { Loader } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -29,6 +29,8 @@ import {
 } from '@documenso/ui/primitives/select';
 import { Textarea } from '@documenso/ui/primitives/textarea';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 const MAX_FILE_SIZE = 5 * 1024 * 1024; // 5MB
 const ACCEPTED_FILE_TYPES = ['image/jpeg', 'image/png', 'image/webp'];
 
@@ -68,6 +70,9 @@ export function BrandingPreferencesForm({
 }: BrandingPreferencesFormProps) {
   const { t } = useLingui();
 
+  const team = useOptionalCurrentTeam();
+  const organisation = useCurrentOrganisation();
+
   const [previewUrl, setPreviewUrl] = useState<string>('');
   const [hasLoadedPreview, setHasLoadedPreview] = useState(false);
 
@@ -88,14 +93,13 @@ export function BrandingPreferencesForm({
       const file = JSON.parse(settings.brandingLogo);
 
       if ('type' in file && 'data' in file) {
-        void getFile(file).then((binaryData) => {
-          const objectUrl = URL.createObjectURL(new Blob([binaryData]));
+        const logoUrl =
+          context === 'Team'
+            ? `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/team/${team?.id}`
+            : `${NEXT_PUBLIC_WEBAPP_URL()}/api/branding/logo/organisation/${organisation?.id}`;
 
-          setPreviewUrl(objectUrl);
-          setHasLoadedPreview(true);
-        });
-
-        return;
+        setPreviewUrl(logoUrl);
+        setHasLoadedPreview(true);
       }
     }
 

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

@@ -7,6 +7,7 @@ import type { z } from 'zod';
 import {
   DEFAULT_FIELD_FONT_SIZE,
   type TDateFieldMeta as DateFieldMeta,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   ZDateFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { Form } from '@documenso/ui/primitives/form/form';
@@ -39,7 +40,7 @@ export const EditorFieldDateForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

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

@@ -7,6 +7,7 @@ import type { z } from 'zod';
 import {
   DEFAULT_FIELD_FONT_SIZE,
   type TEmailFieldMeta as EmailFieldMeta,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   ZEmailFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { Form } from '@documenso/ui/primitives/form/form';
@@ -39,7 +40,7 @@ export const EditorFieldEmailForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

apps/remix/app/components/forms/editor/editor-field-generic-field-forms.tsx

@@ -3,6 +3,10 @@ import { useEffect } from 'react';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { type Control, useFormContext } from 'react-hook-form';
 
+import { FIELD_MIN_LINE_HEIGHT } from '@documenso/lib/types/field-meta';
+import { FIELD_MAX_LINE_HEIGHT } from '@documenso/lib/types/field-meta';
+import { FIELD_MIN_LETTER_SPACING } from '@documenso/lib/types/field-meta';
+import { FIELD_MAX_LETTER_SPACING } from '@documenso/lib/types/field-meta';
 import { cn } from '@documenso/ui/lib/utils';
 import { Checkbox } from '@documenso/ui/primitives/checkbox';
 import {
@@ -107,6 +111,119 @@ export const EditorGenericTextAlignField = ({
   );
 };
 
+export const EditorGenericVerticalAlignField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="verticalAlign"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Vertical Align</Trans>
+          </FormLabel>
+          <FormControl>
+            <Select {...field} onValueChange={field.onChange}>
+              <SelectTrigger>
+                <SelectValue placeholder={t`Select vertical align`} />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="top">
+                  <Trans>Top</Trans>
+                </SelectItem>
+                <SelectItem value="middle">
+                  <Trans>Middle</Trans>
+                </SelectItem>
+                <SelectItem value="bottom">
+                  <Trans>Bottom</Trans>
+                </SelectItem>
+              </SelectContent>
+            </Select>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericLineHeightField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="lineHeight"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Line Height</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={FIELD_MIN_LINE_HEIGHT}
+              max={FIELD_MAX_LINE_HEIGHT}
+              className="bg-background"
+              placeholder={t`Line height`}
+              {...field}
+            />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericLetterSpacingField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="letterSpacing"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Letter Spacing</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={FIELD_MIN_LETTER_SPACING}
+              max={FIELD_MAX_LETTER_SPACING}
+              className="bg-background"
+              placeholder={t`Letter spacing`}
+              {...field}
+            />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
 export const EditorGenericRequiredField = ({
   formControl,
   className,

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

@@ -6,6 +6,7 @@ import type { z } from 'zod';
 
 import {
   DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   type TInitialsFieldMeta as InitialsFieldMeta,
   ZInitialsFieldMeta,
 } from '@documenso/lib/types/field-meta';
@@ -39,7 +40,7 @@ export const EditorFieldInitialsForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

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

@@ -6,6 +6,7 @@ import type { z } from 'zod';
 
 import {
   DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
   type TNameFieldMeta as NameFieldMeta,
   ZNameFieldMeta,
 } from '@documenso/lib/types/field-meta';
@@ -39,7 +40,7 @@ export const EditorFieldNameForm = ({
     mode: 'onChange',
     defaultValues: {
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
     },
   });
 

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

@@ -6,6 +6,11 @@ import { useForm, useWatch } from 'react-hook-form';
 import type { z } from 'zod';
 
 import {
+  DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
+  FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
+  FIELD_DEFAULT_LETTER_SPACING,
+  FIELD_DEFAULT_LINE_HEIGHT,
   type TNumberFieldMeta as NumberFieldMeta,
   ZNumberFieldMeta,
 } from '@documenso/lib/types/field-meta';
@@ -31,9 +36,12 @@ import { Separator } from '@documenso/ui/primitives/separator';
 import {
   EditorGenericFontSizeField,
   EditorGenericLabelField,
+  EditorGenericLetterSpacingField,
+  EditorGenericLineHeightField,
   EditorGenericReadOnlyField,
   EditorGenericRequiredField,
   EditorGenericTextAlignField,
+  EditorGenericVerticalAlignField,
 } from './editor-field-generic-field-forms';
 
 const ZNumberFieldFormSchema = ZNumberFieldMeta.pick({
@@ -43,6 +51,9 @@ const ZNumberFieldFormSchema = ZNumberFieldMeta.pick({
   numberFormat: true,
   fontSize: true,
   textAlign: true,
+  lineHeight: true,
+  letterSpacing: true,
+  verticalAlign: true,
   required: true,
   readOnly: true,
   minValue: true,
@@ -99,8 +110,11 @@ export const EditorFieldNumberForm = ({
       placeholder: value.placeholder || '',
       value: value.value || '',
       numberFormat: value.numberFormat || null,
-      fontSize: value.fontSize || 14,
-      textAlign: value.textAlign || 'left',
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
+      lineHeight: value.lineHeight ?? FIELD_DEFAULT_LINE_HEIGHT,
+      letterSpacing: value.letterSpacing ?? FIELD_DEFAULT_LETTER_SPACING,
+      verticalAlign: value.verticalAlign ?? FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
       required: value.required || false,
       readOnly: value.readOnly || false,
       minValue: value.minValue,
@@ -118,6 +132,10 @@ export const EditorFieldNumberForm = ({
   useEffect(() => {
     const validatedFormValues = ZNumberFieldFormSchema.safeParse(formValues);
 
+    if (formValues.readOnly && !formValues.value) {
+      void form.trigger('value');
+    }
+
     if (validatedFormValues.success) {
       onValueChange({
         type: 'number',
@@ -130,10 +148,12 @@ 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} />
+          <EditorGenericFontSizeField className="w-full" formControl={form.control} />
 
+          <div className="flex w-full flex-row gap-x-4">
             <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+
+            <EditorGenericVerticalAlignField className="w-full" formControl={form.control} />
           </div>
 
           <EditorGenericLabelField formControl={form.control} />
@@ -204,6 +224,12 @@ export const EditorFieldNumberForm = ({
             )}
           />
 
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericLineHeightField className="w-full" formControl={form.control} />
+
+            <EditorGenericLetterSpacingField className="w-full" formControl={form.control} />
+          </div>
+
           <div className="mt-1">
             <EditorGenericRequiredField formControl={form.control} />
           </div>

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

@@ -1,14 +1,12 @@
 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 { DEFAULT_SIGNATURE_TEXT_FONT_SIZE } from '@documenso/lib/constants/pdf';
+import { 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';
@@ -34,7 +32,7 @@ export const EditorFieldSignatureForm = ({
     resolver: zodResolver(ZSignatureFieldFormSchema),
     mode: 'onChange',
     defaultValues: {
-      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      fontSize: value.fontSize || DEFAULT_SIGNATURE_TEXT_FONT_SIZE,
     },
   });
 
@@ -60,7 +58,12 @@ export const EditorFieldSignatureForm = ({
     <Form {...form}>
       <form>
         <fieldset className="flex flex-col gap-2">
-          <EditorGenericFontSizeField formControl={form.control} />
+          <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

@@ -3,11 +3,16 @@ import { useEffect } from 'react';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { useForm, useWatch } from 'react-hook-form';
-import { z } from 'zod';
+import type { z } from 'zod';
 
 import {
   DEFAULT_FIELD_FONT_SIZE,
+  FIELD_DEFAULT_GENERIC_ALIGN,
+  FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
+  FIELD_DEFAULT_LETTER_SPACING,
+  FIELD_DEFAULT_LINE_HEIGHT,
   type TTextFieldMeta as TextFieldMeta,
+  ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import {
   Form,
@@ -22,32 +27,36 @@ import { Textarea } from '@documenso/ui/primitives/textarea';
 
 import {
   EditorGenericFontSizeField,
+  EditorGenericLetterSpacingField,
+  EditorGenericLineHeightField,
   EditorGenericReadOnlyField,
   EditorGenericRequiredField,
   EditorGenericTextAlignField,
+  EditorGenericVerticalAlignField,
 } from './editor-field-generic-field-forms';
 
-const ZTextFieldFormSchema = z
-  .object({
-    label: z.string().optional(),
-    placeholder: z.string().optional(),
-    text: z.string().optional(),
-    characterLimit: z.coerce.number().min(0).optional(),
-    fontSize: z.coerce.number().min(8).max(96).optional(),
-    textAlign: z.enum(['left', 'center', 'right']).optional(),
-    required: z.boolean().optional(),
-    readOnly: z.boolean().optional(),
-  })
-  .refine(
-    (data) => {
-      // A read-only field must have text
-      return !data.readOnly || (data.text && data.text.length > 0);
-    },
-    {
-      message: 'A read-only field must have text',
-      path: ['text'],
-    },
-  );
+const ZTextFieldFormSchema = ZTextFieldMeta.pick({
+  label: true,
+  placeholder: true,
+  text: true,
+  characterLimit: true,
+  fontSize: true,
+  textAlign: true,
+  lineHeight: true,
+  letterSpacing: true,
+  verticalAlign: true,
+  required: true,
+  readOnly: true,
+}).refine(
+  (data) => {
+    // A read-only field must have text
+    return !data.readOnly || (data.text && data.text.length > 0);
+  },
+  {
+    message: 'A read-only field must have text',
+    path: ['text'],
+  },
+);
 
 type TTextFieldFormSchema = z.infer<typeof ZTextFieldFormSchema>;
 
@@ -73,7 +82,10 @@ export const EditorFieldTextForm = ({
       text: value.text || '',
       characterLimit: value.characterLimit || 0,
       fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
-      textAlign: value.textAlign || 'left',
+      textAlign: value.textAlign ?? FIELD_DEFAULT_GENERIC_ALIGN,
+      lineHeight: value.lineHeight ?? FIELD_DEFAULT_LINE_HEIGHT,
+      letterSpacing: value.letterSpacing ?? FIELD_DEFAULT_LETTER_SPACING,
+      verticalAlign: value.verticalAlign ?? FIELD_DEFAULT_GENERIC_VERTICAL_ALIGN,
       required: value.required || false,
       readOnly: value.readOnly || false,
     },
@@ -89,6 +101,10 @@ export const EditorFieldTextForm = ({
   useEffect(() => {
     const validatedFormValues = ZTextFieldFormSchema.safeParse(formValues);
 
+    if (formValues.readOnly && !formValues.text) {
+      void form.trigger('text');
+    }
+
     if (validatedFormValues.success) {
       onValueChange({
         type: 'text',
@@ -101,10 +117,12 @@ 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} />
+          <EditorGenericFontSizeField className="w-full" formControl={form.control} />
 
+          <div className="flex w-full flex-row gap-x-4">
             <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+
+            <EditorGenericVerticalAlignField className="w-full" formControl={form.control} />
           </div>
 
           <FormField
@@ -152,6 +170,18 @@ export const EditorFieldTextForm = ({
                     className="h-auto"
                     placeholder={t`Add text to the field`}
                     {...field}
+                    onChange={(e) => {
+                      const values = form.getValues();
+                      const characterLimit = values.characterLimit || 0;
+                      let textValue = e.target.value;
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        textValue = textValue.slice(0, characterLimit);
+                      }
+
+                      e.target.value = textValue;
+                      field.onChange(e);
+                    }}
                     rows={1}
                   />
                 </FormControl>
@@ -170,11 +200,22 @@ export const EditorFieldTextForm = ({
                 </FormLabel>
                 <FormControl>
                   <Input
-                    type="number"
-                    min={0}
                     className="bg-background"
-                    placeholder={t`Field character limit`}
+                    placeholder={t`Character limit`}
                     {...field}
+                    value={field.value || ''}
+                    onChange={(e) => {
+                      const values = form.getValues();
+                      const characterLimit = parseInt(e.target.value, 10) || 0;
+
+                      field.onChange(characterLimit || '');
+
+                      const textValue = values.text || '';
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        form.setValue('text', textValue.slice(0, characterLimit));
+                      }
+                    }}
                   />
                 </FormControl>
                 <FormMessage />
@@ -182,6 +223,12 @@ export const EditorFieldTextForm = ({
             )}
           />
 
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericLineHeightField className="w-full" formControl={form.control} />
+
+            <EditorGenericLetterSpacingField className="w-full" formControl={form.control} />
+          </div>
+
           <div className="mt-1">
             <EditorGenericRequiredField formControl={form.control} />
           </div>

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

@@ -92,6 +92,7 @@ export const SignInForm = ({
 
   const [isTwoFactorAuthenticationDialogOpen, setIsTwoFactorAuthenticationDialogOpen] =
     useState(false);
+  const [isEmbeddedRedirect, setIsEmbeddedRedirect] = useState(false);
 
   const [twoFactorAuthenticationMethod, setTwoFactorAuthenticationMethod] = useState<
     'totp' | 'backup'
@@ -317,6 +318,8 @@ export const SignInForm = ({
     if (email) {
       form.setValue('email', email);
     }
+
+    setIsEmbeddedRedirect(params.get('embedded') === 'true');
   }, [form]);
 
   return (
@@ -383,56 +386,64 @@ export const SignInForm = ({
             {isSubmitting ? <Trans>Signing in...</Trans> : <Trans>Sign In</Trans>}
           </Button>
 
-          {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">
-                <Trans>Or continue with</Trans>
-              </span>
-              <div className="bg-border h-px flex-1" />
-            </div>
-          )}
+          {!isEmbeddedRedirect && (
+            <>
+              {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">
+                    <Trans>Or continue with</Trans>
+                  </span>
+                  <div className="bg-border h-px flex-1" />
+                </div>
+              )}
 
-          {isGoogleSSOEnabled && (
-            <Button
-              type="button"
-              size="lg"
-              variant="outline"
-              className="bg-background text-muted-foreground border"
-              disabled={isSubmitting}
-              onClick={onSignInWithGoogleClick}
-            >
-              <FcGoogle className="mr-2 h-5 w-5" />
-              Google
-            </Button>
-          )}
+              {isGoogleSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithGoogleClick}
+                >
+                  <FcGoogle className="mr-2 h-5 w-5" />
+                  Google
+                </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>
-          )}
+              {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"
-              size="lg"
-              variant="outline"
-              className="bg-background text-muted-foreground border"
-              disabled={isSubmitting}
-              onClick={onSignInWithOIDCClick}
-            >
-              <FaIdCardClip className="mr-2 h-5 w-5" />
-              {oidcProviderLabel || 'OIDC'}
-            </Button>
+              {isOIDCSSOEnabled && (
+                <Button
+                  type="button"
+                  size="lg"
+                  variant="outline"
+                  className="bg-background text-muted-foreground border"
+                  disabled={isSubmitting}
+                  onClick={onSignInWithOIDCClick}
+                >
+                  <FaIdCardClip className="mr-2 h-5 w-5" />
+                  {oidcProviderLabel || 'OIDC'}
+                </Button>
+              )}
+            </>
           )}
 
           <Button

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

@@ -68,6 +68,7 @@ export type SignUpFormProps = {
   isGoogleSSOEnabled?: boolean;
   isMicrosoftSSOEnabled?: boolean;
   isOIDCSSOEnabled?: boolean;
+  returnTo?: string;
 };
 
 export const SignUpForm = ({
@@ -76,6 +77,7 @@ export const SignUpForm = ({
   isGoogleSSOEnabled,
   isMicrosoftSSOEnabled,
   isOIDCSSOEnabled,
+  returnTo,
 }: SignUpFormProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -110,7 +112,7 @@ export const SignUpForm = ({
         signature,
       });
 
-      await navigate(`/unverified-account`);
+      await navigate(returnTo ? returnTo : '/unverified-account');
 
       toast({
         title: _(msg`Registration Successful`),

apps/remix/app/components/general/app-command-menu.tsx

@@ -9,6 +9,7 @@ import { useHotkeys } from 'react-hotkeys-hook';
 import { useNavigate } from 'react-router';
 import { Theme, useTheme } from 'remix-themes';
 
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { SUPPORTED_LANGUAGES } from '@documenso/lib/constants/i18n';
 import {
@@ -63,10 +64,12 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   const [search, setSearch] = useState('');
   const [pages, setPages] = useState<string[]>([]);
 
+  const debouncedSearch = useDebouncedValue(search, 200);
+
   const { data: searchDocumentsData, isPending: isSearchingDocuments } =
     trpcReact.document.search.useQuery(
       {
-        query: search,
+        query: debouncedSearch,
       },
       {
         placeholderData: (previousData) => previousData,
@@ -232,6 +235,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
             <Trans>No results found.</Trans>
           </CommandEmpty>
         )}
+
         {!currentPage && (
           <>
             {documentPageLinks.length > 0 && (
@@ -239,14 +243,17 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
                 <Commands push={push} pages={documentPageLinks} />
               </CommandGroup>
             )}
+
             {templatePageLinks.length > 0 && (
               <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Templates`)}>
                 <Commands push={push} pages={templatePageLinks} />
               </CommandGroup>
             )}
+
             <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Settings`)}>
               <Commands push={push} pages={SETTINGS_PAGES} />
             </CommandGroup>
+
             <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Preferences`)}>
               <CommandItem className="-mx-2 -my-1 rounded-lg" onSelect={() => addPage('language')}>
                 Change language
@@ -255,6 +262,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
                 Change theme
               </CommandItem>
             </CommandGroup>
+
             {searchResults.length > 0 && (
               <CommandGroup className="mx-2 p-0 pb-2" heading={_(msg`Your documents`)}>
                 <Commands push={push} pages={searchResults} />

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,
@@ -149,7 +153,9 @@ export const DirectTemplatePageView = ({
         <CardContent className="p-2">
           <PDFViewer
             key={template.id}
-            documentData={template.templateDocumentData}
+            envelopeItem={template.envelopeItems[0]}
+            token={directTemplateRecipient.token}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

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

@@ -8,11 +8,13 @@ import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitive
 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,
@@ -26,15 +28,17 @@ export const DocumentSigningAttachmentsPopover = ({
   return (
     <Popover>
       <PopoverTrigger asChild>
-        <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>
+        {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">

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

@@ -22,7 +22,7 @@ export const DocumentSigningAuthAccount = ({
   actionVerb = 'sign',
   onOpenChange,
 }: DocumentSigningAuthAccountProps) => {
-  const { recipient } = useRequiredDocumentSigningAuthContext();
+  const { recipient, isDirectTemplate } = useRequiredDocumentSigningAuthContext();
 
   const { t } = useLingui();
 
@@ -34,8 +34,10 @@ export const DocumentSigningAuthAccount = ({
     try {
       setIsSigningOut(true);
 
+      const currentPath = `${window.location.pathname}${window.location.search}${window.location.hash}`;
+
       await authClient.signOut({
-        redirectPath: `/signin#email=${email}`,
+        redirectPath: `/signin?returnTo=${encodeURIComponent(currentPath)}#embedded=true&email=${isDirectTemplate ? '' : email}`,
       });
     } catch {
       setIsSigningOut(false);
@@ -55,16 +57,28 @@ export const DocumentSigningAuthAccount = ({
         <AlertDescription>
           {actionTarget === 'DOCUMENT' && recipient.role === RecipientRole.VIEWER ? (
             <span>
-              <Trans>
-                To mark this document as viewed, you need to be logged in as{' '}
-                <strong>{recipient.email}</strong>
-              </Trans>
+              {isDirectTemplate ? (
+                <Trans>To mark this document as viewed, you need to be logged in.</Trans>
+              ) : (
+                <Trans>
+                  To mark this document as viewed, you need to be logged in as{' '}
+                  <strong>{recipient.email}</strong>
+                </Trans>
+              )}
             </span>
           ) : (
             <span>
-              {/* Todo: Translate */}
-              To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be logged
-              in as <strong>{recipient.email}</strong>
+              {isDirectTemplate ? (
+                <Trans>
+                  To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
+                  logged in.
+                </Trans>
+              ) : (
+                <Trans>
+                  To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be
+                  logged in as <strong>{recipient.email}</strong>
+                </Trans>
+              )}
             </span>
           )}
         </AlertDescription>

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

@@ -47,7 +47,8 @@ export const DocumentSigningAuthDialog = ({
   onOpenChange,
   onReauthFormSubmit,
 }: DocumentSigningAuthDialogProps) => {
-  const { recipient, user, isCurrentlyAuthenticating } = useRequiredDocumentSigningAuthContext();
+  const { recipient, user, isCurrentlyAuthenticating, isDirectTemplate } =
+    useRequiredDocumentSigningAuthContext();
 
   // Filter out EXPLICIT_NONE from available auth types for the chooser
   const validAuthTypes = availableAuthTypes.filter(
@@ -168,7 +169,11 @@ export const DocumentSigningAuthDialog = ({
           match({ documentAuthType: selectedAuthType, user })
             .with(
               { documentAuthType: DocumentAuth.ACCOUNT },
-              { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auth methods requires them to be logged in.
+              {
+                user: P.when(
+                  (user) => !user || (user.email !== recipient.email && !isDirectTemplate),
+                ),
+              }, // Assume all current auth methods requires them to be logged in.
               () => <DocumentSigningAuthAccount onOpenChange={onOpenChange} />,
             )
             .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (

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>;
@@ -37,6 +40,7 @@ export type DocumentSigningAuthContextValue = {
   derivedRecipientAccessAuth: TRecipientAccessAuthTypes[];
   derivedRecipientActionAuth: TRecipientActionAuthTypes[];
   isAuthRedirectRequired: boolean;
+  isDirectTemplate?: boolean;
   isCurrentlyAuthenticating: boolean;
   setIsCurrentlyAuthenticating: (_value: boolean) => void;
   passkeyData: PasskeyData;
@@ -65,6 +69,7 @@ export const useRequiredDocumentSigningAuthContext = () => {
 export interface DocumentSigningAuthProviderProps {
   documentAuthOptions: Envelope['authOptions'];
   recipient: SigningAuthRecipient;
+  isDirectTemplate?: boolean;
   user?: SessionUser | null;
   children: React.ReactNode;
 }
@@ -72,6 +77,7 @@ export interface DocumentSigningAuthProviderProps {
 export const DocumentSigningAuthProvider = ({
   documentAuthOptions: initialDocumentAuthOptions,
   recipient: initialRecipient,
+  isDirectTemplate = false,
   user,
   children,
 }: DocumentSigningAuthProviderProps) => {
@@ -201,6 +207,7 @@ export const DocumentSigningAuthProvider = ({
         derivedRecipientAccessAuth,
         derivedRecipientActionAuth,
         isAuthRedirectRequired,
+        isDirectTemplate,
         isCurrentlyAuthenticating,
         setIsCurrentlyAuthenticating,
         passkeyData,

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

@@ -34,6 +34,7 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
@@ -102,6 +103,8 @@ export const DocumentSigningCompleteDialog = ({
 
   const { derivedRecipientAccessAuth } = useRequiredDocumentSigningAuthContext();
 
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
+
   const form = useForm<TNextSignerFormSchema>({
     resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
     defaultValues: {
@@ -267,7 +270,12 @@ export const DocumentSigningCompleteDialog = ({
                               <Trans>Your Name</Trans>
                             </FormLabel>
                             <FormControl>
-                              <Input {...field} className="mt-2" placeholder={t`Enter your name`} />
+                              <Input
+                                {...field}
+                                className="mt-2"
+                                placeholder={t`Enter your name`}
+                                disabled={isNameLocked}
+                              />
                             </FormControl>
 
                             <FormMessage />
@@ -289,6 +297,7 @@ export const DocumentSigningCompleteDialog = ({
                                 type="email"
                                 className="mt-2"
                                 placeholder={t`Enter your email`}
+                                disabled={!!field.value && isEmailLocked}
                               />
                             </FormControl>
                             <FormMessage />
@@ -304,7 +313,6 @@ export const DocumentSigningCompleteDialog = ({
                 <form onSubmit={form.handleSubmit(onFormSubmit)}>
                   {allowDictateNextSigner && defaultNextSigner && (
                     <div className="mb-4 flex flex-col gap-4">
-                      {/* Todo: Envelopes - Should we say "The next recipient to sign this document will be"? */}
                       <div className="flex flex-col gap-4 md:flex-row">
                         <FormField
                           control={form.control}

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

@@ -8,6 +8,9 @@ import { match } from 'ts-pattern';
 
 import { Button } from '@documenso/ui/primitives/button';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
+import { BrandingLogo } from '../branding-logo';
 import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
 import { EnvelopeSignerCompleteDialog } from '../envelope-signing/envelope-signing-complete-dialog';
 import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
@@ -15,6 +18,8 @@ import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
 export const DocumentSigningMobileWidget = () => {
   const [isExpanded, setIsExpanded] = useState(false);
 
+  const { hidePoweredBy = true } = useEmbedSigningContext() || {};
+
   const { recipientFieldsRemaining, recipient, requiredRecipientFields } =
     useRequiredEnvelopeSigningContext();
 
@@ -29,7 +34,7 @@ export const DocumentSigningMobileWidget = () => {
 
   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="pointer-events-auto w-full max-w-[760px]">
         <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">
@@ -114,6 +119,13 @@ export const DocumentSigningMobileWidget = () => {
           {isExpanded && (
             <div className="border-border animate-in slide-in-from-bottom-2 border-t p-4 duration-200">
               <EnvelopeSignerForm />
+
+              {!hidePoweredBy && (
+                <div className="bg-primary text-primary-foreground mt-2 inline-block rounded px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:hidden">
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </div>
+              )}
             </div>
           )}
         </div>

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

@@ -245,7 +245,12 @@ export const DocumentSigningPageViewV1 = ({
           <div className="flex-1">
             <Card className="rounded-xl before:rounded-xl" gradient>
               <CardContent className="p-2">
-                <PDFViewer key={documentData.id} documentData={documentData} document={document} />
+                <PDFViewer
+                  key={document.envelopeItems[0].id}
+                  envelopeItem={document.envelopeItems[0]}
+                  token={recipient.token}
+                  version="signed"
+                />
               </CardContent>
             </Card>
           </div>

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

@@ -3,7 +3,7 @@ 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';
 
@@ -22,7 +22,9 @@ import { SignFieldNameDialog } from '~/components/dialogs/sign-field-name-dialog
 import { SignFieldNumberDialog } from '~/components/dialogs/sign-field-number-dialog';
 import { SignFieldSignatureDialog } from '~/components/dialogs/sign-field-signature-dialog';
 import { SignFieldTextDialog } from '~/components/dialogs/sign-field-text-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 
+import { BrandingLogo } from '../branding-logo';
 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';
@@ -48,6 +50,13 @@ export const DocumentSigningPageViewV2 = () => {
     selectedAssistantRecipientFields,
   } = useRequiredEnvelopeSigningContext();
 
+  const {
+    isEmbed = false,
+    allowDocumentRejection = true,
+    hidePoweredBy = true,
+    onDocumentRejected,
+  } = useEmbedSigningContext() || {};
+
   /**
    * The total remaining fields remaining for the current recipient or selected assistant recipient.
    *
@@ -75,9 +84,9 @@ export const DocumentSigningPageViewV2 = () => {
       <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="bg-background border-border hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4 lg:flex">
+        <div className="embed--DocumentWidgetContainer 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="text-foreground flex items-end justify-between text-sm font-semibold">
               {match(recipient.role)
@@ -107,7 +116,7 @@ export const DocumentSigningPageViewV2 = () => {
               />
             </div>
 
-            <div className="mt-6 space-y-3">
+            <div className="embed--DocumentWidgetContent mt-6 space-y-3">
               <EnvelopeSignerForm />
             </div>
           </div>
@@ -116,17 +125,21 @@ export const DocumentSigningPageViewV2 = () => {
 
           {/* Quick Actions. */}
           {!isDirectTemplate && (
-            <div className="space-y-3 px-4">
+            <div className="embed--Actions space-y-3 px-4">
               <h4 className="text-foreground text-sm font-semibold">
                 <Trans>Actions</Trans>
               </h4>
 
-              <div className="w-full">
-                <DocumentSigningAttachmentsPopover
-                  envelopeId={envelope.id}
-                  token={recipient.token}
-                />
-              </div>
+              <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>
+                }
+              />
 
               <EnvelopeDownloadDialog
                 envelopeId={envelope.id}
@@ -141,10 +154,21 @@ export const DocumentSigningPageViewV2 = () => {
                 }
               />
 
-              {envelope.type === EnvelopeType.DOCUMENT && (
+              {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection && (
                 <DocumentSigningRejectDialog
                   documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
                   token={recipient.token}
+                  onRejected={
+                    onDocumentRejected &&
+                    ((reason) =>
+                      onDocumentRejected({
+                        token: recipient.token,
+                        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+                        envelopeId: envelope.id,
+                        recipientId: recipient.id,
+                        reason,
+                      }))
+                  }
                   trigger={
                     <Button
                       variant="ghost"
@@ -160,18 +184,22 @@ export const DocumentSigningPageViewV2 = () => {
             </div>
           )}
 
-          {/* Footer of left sidebar. */}
-          <div className="mt-auto px-4">
-            <Button asChild variant="ghost" className="w-full justify-start">
-              <Link to="/">
-                <ArrowLeftIcon className="mr-2 h-4 w-4" />
-                <Trans>Return</Trans>
-              </Link>
-            </Button>
+          <div className="embed--DocumentWidgetFooter mt-auto">
+            {/* Footer of left sidebar. */}
+            {!isEmbed && (
+              <div className="px-4">
+                <Button asChild variant="ghost" className="w-full justify-start">
+                  <Link to="/">
+                    <ArrowLeftIcon className="mr-2 h-4 w-4" />
+                    <Trans>Return</Trans>
+                  </Link>
+                </Button>
+              </div>
+            )}
           </div>
         </div>
 
-        <div className="flex-1 overflow-y-auto">
+        <div className="embed--DocumentContainer flex-1 overflow-y-auto">
           <div className="flex flex-col">
             {/* Horizontal envelope item selector */}
             {envelopeItems.length > 1 && (
@@ -198,11 +226,11 @@ export const DocumentSigningPageViewV2 = () => {
             )}
 
             {/* Document View */}
-            <div className="flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
+            <div className="embed--DocumentViewer flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
               {currentEnvelopeItem ? (
                 <PDFViewerKonvaLazy
+                  renderer="signing"
                   key={currentEnvelopeItem.id}
-                  documentDataId={currentEnvelopeItem.documentDataId}
                   customPageRenderer={EnvelopeSignerPageRenderer}
                 />
               ) : (
@@ -214,9 +242,20 @@ export const DocumentSigningPageViewV2 = () => {
               )}
 
               {/* Mobile widget - Additional padding to allow users to scroll */}
-              <div className="block pb-16 md:hidden">
+              <div className="block pb-28 lg:hidden">
                 <DocumentSigningMobileWidget />
               </div>
+
+              {!hidePoweredBy && (
+                <a
+                  href="https://documenso.com"
+                  target="_blank"
+                  className="bg-primary text-primary-foreground fixed bottom-0 right-0 z-40 hidden cursor-pointer rounded-tl px-2 py-1 text-xs font-medium opacity-60 hover:opacity-100 lg:block"
+                >
+                  <span>Powered by</span>
+                  <BrandingLogo className="ml-2 inline-block h-[14px]" />
+                </a>
+              )}
             </div>
           </div>
         </div>

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

@@ -8,10 +8,12 @@ import {
   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 type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import {
   isFieldUnsignedAndRequired,
   isRequiredField,
@@ -50,7 +52,11 @@ export type EnvelopeSigningContextValue = {
   setSelectedAssistantRecipientId: (_value: number | null) => void;
   selectedAssistantRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
 
-  signField: (_fieldId: number, _value: TSignEnvelopeFieldValue) => Promise<void>;
+  signField: (
+    _fieldId: number,
+    _value: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => Promise<Pick<Field, 'id' | 'inserted'>>;
 };
 
 const EnvelopeSigningContext = createContext<EnvelopeSigningContextValue | null>(null);
@@ -165,7 +171,29 @@ export const EnvelopeSigningProvider = ({
    * The fields that are still required to be signed by the actual recipient.
    */
   const recipientFieldsRemaining = useMemo(() => {
-    return envelopeData.recipient.fields.filter((field) => isFieldUnsignedAndRequired(field));
+    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]);
 
   /**
@@ -261,21 +289,26 @@ export const EnvelopeSigningProvider = ({
       : null;
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
-  const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
-    console.log('insertField', fieldId, fieldValue);
-
+  const signField = async (
+    fieldId: number,
+    fieldValue: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => {
     // Set the field locally for direct templates.
     if (isDirectTemplate) {
-      handleDirectTemplateFieldInsertion(fieldId, fieldValue);
-      return;
+      const signedField = handleDirectTemplateFieldInsertion(fieldId, fieldValue);
+
+      return signedField;
     }
 
-    await signEnvelopeField({
+    const { signedField } = await signEnvelopeField({
       token: envelopeData.recipient.token,
       fieldId,
       fieldValue,
-      authOptions: undefined,
+      authOptions,
     });
+
+    return signedField;
   };
 
   const handleDirectTemplateFieldInsertion = (
@@ -333,6 +366,8 @@ export const EnvelopeSigningProvider = ({
         fields: prev.recipient.fields.map((field) => (field.id === fieldId ? updatedField : field)),
       },
     }));
+
+    return updatedField;
   };
 
   return (

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

@@ -1,10 +1,14 @@
 import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData, EnvelopeItem } from '@prisma/client';
+import { type DocumentData, DocumentStatus, type EnvelopeItem, EnvelopeType } from '@prisma/client';
+import { DownloadIcon } from 'lucide-react';
 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';
@@ -19,9 +23,10 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+
 import { EnvelopeRendererFileSelector } from '../envelope-editor/envelope-file-selector';
 import EnvelopeGenericPageRenderer from '../envelope-editor/envelope-generic-page-renderer';
-import { ShareDocumentDownloadButton } from '../share-document-download-button';
 
 export type DocumentCertificateQRViewProps = {
   documentId: number;
@@ -31,6 +36,7 @@ export type DocumentCertificateQRViewProps = {
   documentTeamUrl: string;
   recipientCount?: number;
   completedDate?: Date;
+  token: string;
 };
 
 export const DocumentCertificateQRView = ({
@@ -41,6 +47,7 @@ export const DocumentCertificateQRView = ({
   documentTeamUrl,
   recipientCount = 0,
   completedDate,
+  token,
 }: DocumentCertificateQRViewProps) => {
   const { data: documentViaUser } = trpc.document.get.useQuery({
     documentId,
@@ -92,6 +99,83 @@ export const DocumentCertificateQRView = ({
         </Dialog>
       )}
 
+      {internalVersion === 2 ? (
+        <EnvelopeRenderProvider
+          envelope={{
+            envelopeItems,
+            status: DocumentStatus.COMPLETED,
+            type: EnvelopeType.DOCUMENT,
+          }}
+          token={token}
+        >
+          <DocumentCertificateQrV2
+            title={title}
+            recipientCount={recipientCount}
+            formattedDate={formattedDate}
+            token={token}
+          />
+        </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>
+
+            <EnvelopeDownloadDialog
+              envelopeId={envelopeItems[0].envelopeId}
+              envelopeStatus={DocumentStatus.COMPLETED}
+              envelopeItems={envelopeItems}
+              token={token}
+              trigger={
+                <Button type="button" variant="outline" className="w-fit">
+                  <DownloadIcon className="mr-2 h-5 w-5" />
+                  <Trans>Download</Trans>
+                </Button>
+              }
+            />
+          </div>
+
+          <div className="mt-12 w-full">
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
+            />
+          </div>
+        </>
+      )}
+    </div>
+  );
+};
+
+type DocumentCertificateQrV2Props = {
+  title: string;
+  recipientCount: number;
+  formattedDate: string;
+  token: string;
+};
+
+const DocumentCertificateQrV2 = ({
+  title,
+  recipientCount,
+  formattedDate,
+  token,
+}: DocumentCertificateQrV2Props) => {
+  const { currentEnvelopeItem, envelopeItems } = 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 +190,24 @@ export const DocumentCertificateQRView = ({
           </div>
         </div>
 
-        <ShareDocumentDownloadButton title={title} documentData={envelopeItems[0].documentData} />
+        <EnvelopeDownloadDialog
+          envelopeId={envelopeItems[0].envelopeId}
+          envelopeStatus={DocumentStatus.COMPLETED}
+          envelopeItems={envelopeItems}
+          token={token}
+          trigger={
+            <Button type="button" variant="outline" className="w-fit">
+              <DownloadIcon className="mr-2 h-5 w-5" />
+              <Trans>Download</Trans>
+            </Button>
+          }
+        />
       </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 renderer="preview" customPageRenderer={EnvelopeGenericPageRenderer} />
       </div>
     </div>
   );

apps/remix/app/components/general/document/document-edit-form.tsx

@@ -441,9 +441,10 @@ export const DocumentEditForm = ({
       >
         <CardContent className="p-2">
           <PDFViewer
-            key={document.documentData.id}
-            documentData={document.documentData}
-            document={document}
+            key={document.envelopeItems[0].id}
+            envelopeItem={document.envelopeItems[0]}
+            token={undefined}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

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

@@ -1,18 +1,14 @@
-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 { CheckCircle, Download, EyeIcon, Pencil } from 'lucide-react';
 import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 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';
 
@@ -23,9 +19,6 @@ export type DocumentPageViewButtonProps = {
 export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps) => {
   const { user } = useSession();
 
-  const { toast } = useToast();
-  const { _ } = useLingui();
-
   const recipient = envelope.recipients.find((recipient) => recipient.email === user.email);
 
   const isRecipient = !!recipient;
@@ -37,25 +30,6 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
   const documentsPath = formatDocumentsPath(envelope.team.url);
   const formatPath = `${documentsPath}/${envelope.id}/edit`;
 
-  const onDownloadClick = async () => {
-    try {
-      // Todo; Envelopes - Support multiple items
-      const envelopeItem = envelope.envelopeItems[0];
-
-      if (!envelopeItem.documentData) {
-        throw new Error('No document available');
-      }
-
-      await downloadPDF({ documentData: envelopeItem.documentData, fileName: envelopeItem.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   return match({
     isRecipient,
     isPending,
@@ -95,7 +69,7 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
         </Link>
       </Button>
     ))
-    .with({ isComplete: true, internalVersion: 2 }, () => (
+    .with({ isComplete: true }, () => (
       <EnvelopeDownloadDialog
         envelopeId={envelope.id}
         envelopeStatus={envelope.status}
@@ -109,11 +83,5 @@ export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps
         }
       />
     ))
-    .with({ isComplete: true }, () => (
-      <Button className="w-full" onClick={onDownloadClick}>
-        <Download className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
-    ))
     .otherwise(() => null);
 };

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

@@ -1,6 +1,5 @@
 import { useState } from 'react';
 
-import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus } from '@prisma/client';
@@ -16,13 +15,11 @@ import {
 } from 'lucide-react';
 import { Link, useNavigate } from 'react-router';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
   DropdownMenu,
@@ -67,64 +64,6 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const onDownloadClick = async () => {
-    try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-        },
-        {
-          context: {
-            teamId: team?.id?.toString(),
-          },
-        },
-      );
-
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: envelope.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onDownloadOriginalClick = async () => {
-    try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-        },
-        {
-          context: {
-            teamId: team?.id?.toString(),
-          },
-        },
-      );
-
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: envelope.title, version: 'original' });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   const nonSignedRecipients = envelope.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -147,36 +86,20 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
           </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}>
+        <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>
-              </DropdownMenuItem>
-            )}
-
-            <DropdownMenuItem onClick={onDownloadOriginalClick}>
-              <Download className="mr-2 h-4 w-4" />
-              <Trans>Download Original</Trans>
+              </div>
             </DropdownMenuItem>
-          </>
-        )}
+          }
+        />
 
         <DropdownMenuItem asChild>
           <Link to={`${documentsPath}/${envelope.id}/logs`}>
@@ -250,7 +173,8 @@ export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownP
 
       {isDuplicateDialogOpen && (
         <DocumentDuplicateDialog
-          id={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+          id={envelope.id}
+          token={recipient?.token}
           open={isDuplicateDialogOpen}
           onOpenChange={setDuplicateDialogOpen}
         />

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

@@ -7,6 +7,7 @@ import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
 
 export type DocumentPageViewInformationProps = {
   userId: number;
@@ -40,6 +41,10 @@ export const DocumentPageViewInformation = ({
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
+      {
+        description: msg`Document ID (Legacy)`,
+        value: mapSecondaryIdToDocumentId(envelope.secondaryId),
+      },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [isMounted, envelope, userId]);

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-legacy.tsx

@@ -3,6 +3,7 @@ import { useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { useNavigate, useParams } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -13,11 +14,11 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
-import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import { DocumentUploadButton as DocumentUploadButtonPrimitive } from '@documenso/ui/primitives/document-upload-button';
 import {
   Tooltip,
   TooltipContent,
@@ -28,11 +29,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
-export type DocumentUploadButtonProps = {
+export type DocumentUploadButtonLegacyProps = {
   className?: string;
 };
 
-export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) => {
+export const DocumentUploadButtonLegacy = ({ className }: DocumentUploadButtonLegacyProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
@@ -73,14 +74,18 @@ export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) =
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
-
-      const { legacyDocumentId: id } = await createDocument({
+      const payload = {
         title: file.name,
-        documentDataId: response.id,
         timezone: userTimezone,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateDocumentPayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createDocument(formData);
 
       void refreshLimits();
 
@@ -140,12 +145,14 @@ export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) =
         <Tooltip>
           <TooltipTrigger asChild>
             <div>
-              <DocumentDropzone
+              <DocumentUploadButtonPrimitive
                 loading={isLoading}
                 disabled={remaining.documents === 0 || !user.emailVerified}
                 disabledMessage={disabledMessage}
                 onDrop={async (files) => onFileDrop(files[0])}
                 onDropRejected={onFileDropRejected}
+                type={EnvelopeType.DOCUMENT}
+                internalVersion="1"
               />
             </div>
           </TooltipTrigger>

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

@@ -26,7 +26,7 @@ import { fieldButtonList } from './envelope-editor-fields-drag-drop';
 export default function EnvelopeEditorFieldsPageRenderer() {
   const { t, i18n } = useLingui();
   const { envelope, editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
 
   const interactiveTransformer = useRef<Transformer | null>(null);
 
@@ -57,8 +57,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
   );
 
   const handleResizeOrMove = (event: KonvaEventObject<Event>) => {
-    console.log('Field resized or moved');
-
     const { current: container } = canvasElement;
 
     if (!container) {
@@ -105,7 +103,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       fieldUpdates.height = fieldPageHeight;
     }
 
-    // Todo: envelopes Use id
     editorFields.updateFieldByFormId(fieldFormId, fieldUpdates);
 
     // Select the field if it is not already selected.
@@ -116,7 +113,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     pageLayer.current?.batchDraw();
   };
 
-  const renderFieldOnLayer = (field: TLocalField) => {
+  const unsafeRenderFieldOnLayer = (field: TLocalField) => {
     if (!pageLayer.current) {
       return;
     }
@@ -162,6 +159,15 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     fieldGroup.on('dragend', handleResizeOrMove);
   };
 
+  const renderFieldOnLayer = (field: TLocalField) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */
@@ -273,9 +279,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
         return;
       }
 
-      console.log(`pointerPosition.x: ${pointerPosition.x}`);
-      console.log(`pointerPosition.y: ${pointerPosition.y}`);
-
       x1 = pointerPosition.x / scale;
       y1 = pointerPosition.y / scale;
       x2 = pointerPosition.x / scale;
@@ -613,13 +616,14 @@ export default function EnvelopeEditorFieldsPageRenderer() {
             transform: 'translateX(-50%)',
             zIndex: 50,
           }}
-          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"
+          // Don't use darkmode for this component, it should look the same for both light/dark modes.
+          className="grid w-max grid-cols-5 gap-x-1 gap-y-0.5 rounded-md border border-gray-300 bg-white p-1 text-gray-500 shadow-sm"
         >
           {fieldButtonList.map((field) => (
             <button
               key={field.type}
               onClick={() => createFieldFromPendingTemplate(pendingFieldCreation, field.type)}
-              className="hover:text-foreground col-span-1 w-full flex-shrink-0 rounded-sm px-2 py-1 text-xs hover:bg-gray-100"
+              className="col-span-1 w-full flex-shrink-0 rounded-sm px-2 py-1 text-xs hover:bg-gray-100 hover:text-gray-600"
             >
               {t(field.name)}
             </button>

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';
 
@@ -20,12 +21,14 @@ import type {
   TNameFieldMeta,
   TNumberFieldMeta,
   TRadioFieldMeta,
+  TSignatureFieldMeta,
   TTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
 import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
 import { Separator } from '@documenso/ui/primitives/separator';
 
@@ -37,6 +40,7 @@ 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';
@@ -61,7 +65,7 @@ const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
 };
 
 export const EnvelopeEditorFieldsPage = () => {
-  const { envelope, editorFields } = useCurrentEnvelopeEditor();
+  const { envelope, editorFields, relativePath } = useCurrentEnvelopeEditor();
 
   const { currentEnvelopeItem } = useCurrentEnvelopeRender();
 
@@ -104,14 +108,39 @@ export const EnvelopeEditorFieldsPage = () => {
 
   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 p-4">
+        <div className="mt-4 flex flex-col items-center justify-center">
+          {envelope.recipients.length === 0 && (
+            <Alert
+              variant="neutral"
+              className="border-border bg-background mb-4 flex max-w-[800px] flex-row items-center justify-between space-y-0 rounded-sm border"
+            >
+              <div className="flex flex-col gap-1">
+                <AlertTitle>
+                  <Trans>Missing Recipients</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>You need at least one recipient to add fields</Trans>
+                </AlertDescription>
+              </div>
+
+              <Button asChild variant="outline">
+                <Link to={`${relativePath.editorPath}`}>
+                  <Trans>Add Recipients</Trans>
+                </Link>
+              </Button>
+            </Alert>
+          )}
+
           {currentEnvelopeItem !== null ? (
-            <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorFieldsPageRenderer} />
+            <PDFViewerKonvaLazy
+              renderer="editor"
+              customPageRenderer={EnvelopeEditorFieldsPageRenderer}
+            />
           ) : (
             <div className="flex flex-col items-center justify-center py-32">
               <FileTextIcon className="text-muted-foreground h-10 w-10" />
@@ -127,31 +156,23 @@ export const EnvelopeEditorFieldsPage = () => {
       </div>
 
       {/* Right Section - Form Fields Panel */}
-      {currentEnvelopeItem && (
-        <div className="bg-background border-border sticky top-0 h-[calc(100vh-73px)] w-80 flex-shrink-0 overflow-y-auto border-l py-4">
+      {currentEnvelopeItem && envelope.recipients.length > 0 && (
+        <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="text-foreground mb-2 text-sm font-semibold">
               <Trans>Selected Recipient</Trans>
             </h3>
 
-            {envelope.recipients.length === 0 ? (
-              <Alert variant="warning">
-                <AlertDescription>
-                  <Trans>You need at least one recipient to add fields</Trans>
-                </AlertDescription>
-              </Alert>
-            ) : (
-              <RecipientSelector
-                selectedRecipient={editorFields.selectedRecipient}
-                onSelectedRecipientChange={(recipient) =>
-                  editorFields.setSelectedRecipient(recipient.id)
-                }
-                recipients={envelope.recipients}
-                className="w-full"
-                align="end"
-              />
-            )}
+            <RecipientSelector
+              selectedRecipient={editorFields.selectedRecipient}
+              onSelectedRecipientChange={(recipient) =>
+                editorFields.setSelectedRecipient(recipient.id)
+              }
+              recipients={envelope.recipients}
+              className="w-full"
+              align="end"
+            />
 
             {editorFields.selectedRecipient &&
               !canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields) && (
@@ -182,7 +203,7 @@ export const EnvelopeEditorFieldsPage = () => {
 
           {/* Field details section. */}
           <AnimateGenericFadeInOut key={editorFields.selectedField?.formId}>
-            {selectedField && selectedField.type !== FieldType.SIGNATURE && (
+            {selectedField && (
               <section>
                 <Separator className="my-4" />
 
@@ -192,6 +213,12 @@ export const EnvelopeEditorFieldsPage = () => {
                   </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

@@ -37,7 +37,6 @@ export default function EnvelopeEditorHeader() {
     updateEnvelope,
     autosaveError,
     relativePath,
-    syncEnvelope,
     editorFields,
   } = useCurrentEnvelopeEditor();
 
@@ -152,7 +151,7 @@ export default function EnvelopeEditorHeader() {
                   ...envelope,
                   fields: editorFields.localFields,
                 }}
-                onDistribute={syncEnvelope}
+                documentRootPath={relativePath.documentRootPath}
                 trigger={
                   <Button size="sm">
                     <SendIcon className="mr-2 h-4 w-4" />

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

@@ -1,10 +1,20 @@
-import { lazy, useEffect, useState } from 'react';
+import { lazy, useEffect, useMemo, useState } from 'react';
 
+import { faker } from '@faker-js/faker/locale/en';
 import { Trans } from '@lingui/react/macro';
-import { ConstructionIcon, FileTextIcon } from 'lucide-react';
+import { FieldType, SigningStatus } from '@prisma/client';
+import { FileTextIcon } from 'lucide-react';
+import { match } from 'ts-pattern';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
-import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import {
+  EnvelopeRenderProvider,
+  useCurrentEnvelopeRender,
+} from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { extractFieldInsertionValues } from '@documenso/lib/utils/envelope-signing';
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
@@ -15,15 +25,169 @@ import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 
 const EnvelopeGenericPageRenderer = lazy(async () => import('./envelope-generic-page-renderer'));
 
+// Todo: Envelopes - Dynamically import faker
 export const EnvelopeEditorPreviewPage = () => {
   const { envelope, editorFields } = useCurrentEnvelopeEditor();
 
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
 
   const [selectedPreviewMode, setSelectedPreviewMode] = useState<'recipient' | 'signed'>(
     'recipient',
   );
 
+  const fieldsWithPlaceholders = useMemo(() => {
+    return fields.map((field) => {
+      const fieldMeta = ZFieldAndMetaSchema.parse(field);
+
+      const recipient = envelope.recipients.find((recipient) => recipient.id === field.recipientId);
+
+      if (!recipient) {
+        throw new Error('Recipient not found');
+      }
+
+      faker.seed(recipient.id);
+
+      const recipientName = recipient.name || faker.person.fullName();
+      const recipientEmail = recipient.email || faker.internet.email();
+
+      faker.seed(recipient.id + field.id);
+
+      return {
+        ...field,
+        inserted: true,
+        ...match(fieldMeta)
+          .with({ type: FieldType.TEXT }, ({ fieldMeta }) => {
+            let text = fieldMeta?.text || faker.lorem.words(5);
+
+            if (fieldMeta?.characterLimit) {
+              text = text.slice(0, fieldMeta?.characterLimit);
+            }
+
+            return {
+              customText: text,
+            };
+          })
+          .with({ type: FieldType.NUMBER }, ({ fieldMeta }) => {
+            let number = fieldMeta?.value ?? '';
+
+            if (number === '') {
+              number = faker.number
+                .int({
+                  min: fieldMeta?.minValue ?? 0,
+                  max: fieldMeta?.maxValue ?? 1000,
+                })
+                .toString();
+            }
+
+            return {
+              customText: number,
+            };
+          })
+          .with({ type: FieldType.DATE }, () => {
+            const date = extractFieldInsertionValues({
+              fieldValue: {
+                type: FieldType.DATE,
+                value: true,
+              },
+              field,
+              documentMeta: envelope.documentMeta,
+            });
+
+            return {
+              customText: date.customText,
+            };
+          })
+          .with({ type: FieldType.EMAIL }, () => {
+            return {
+              customText: recipientEmail,
+            };
+          })
+          .with({ type: FieldType.NAME }, () => {
+            return {
+              customText: recipientName,
+            };
+          })
+          .with({ type: FieldType.INITIALS }, () => {
+            return {
+              customText: extractInitials(recipientName),
+            };
+          })
+          .with({ type: FieldType.RADIO }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            if (values.length === 0) {
+              return '';
+            }
+
+            let customText = '';
+
+            const preselectedValue = values.findIndex((value) => value.checked);
+
+            if (preselectedValue !== -1) {
+              customText = preselectedValue.toString();
+            } else {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = randomIndex.toString();
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.CHECKBOX }, ({ fieldMeta }) => {
+            let checkedValues: number[] = [];
+
+            const values = fieldMeta?.values ?? [];
+
+            values.forEach((value, index) => {
+              if (value.checked) {
+                checkedValues.push(index);
+              }
+            });
+
+            if (checkedValues.length === 0 && values.length > 0) {
+              const numberOfValues = fieldMeta?.validationLength || 1;
+
+              checkedValues = Array.from({ length: numberOfValues }, (_, index) => index);
+            }
+
+            return {
+              customText: toCheckboxCustomText(checkedValues),
+            };
+          })
+          .with({ type: FieldType.DROPDOWN }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            let customText = fieldMeta?.defaultValue || '';
+
+            if (!customText && values.length > 0) {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = values[randomIndex].value;
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.SIGNATURE }, () => {
+            return {
+              customText: '',
+              signature: {
+                signatureImageAsBase64: '',
+                typedSignature: recipientName,
+              },
+            };
+          })
+          .with({ type: FieldType.FREE_SIGNATURE }, () => {
+            return {
+              customText: '',
+            };
+          })
+          .exhaustive(),
+      };
+    });
+  }, [fields, envelope, envelope.recipients, envelope.documentMeta]);
+
   /**
    * Set the selected recipient to the first recipient in the envelope.
    */
@@ -31,40 +195,41 @@ export const EnvelopeEditorPreviewPage = () => {
     editorFields.setSelectedRecipient(envelope.recipients[0]?.id ?? null);
   }, []);
 
+  // Override the parent renderer provider so we can inject custom fields.
   return (
-    <div className="relative flex h-full">
-      <div className="flex w-full flex-col">
-        {/* Horizontal envelope item selector */}
-        <EnvelopeRendererFileSelector fields={editorFields.localFields} />
+    <EnvelopeRenderProvider
+      envelope={envelope}
+      token={undefined}
+      fields={fieldsWithPlaceholders}
+      recipients={envelope.recipients.map((recipient) => ({
+        ...recipient,
+        signingStatus: SigningStatus.SIGNED,
+      }))}
+      overrideSettings={{
+        mode: 'export',
+      }}
+    >
+      <div className="relative flex h-full">
+        <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 flex-col items-center justify-center">
-          <Alert variant="warning" className="mb-4 max-w-[800px]">
-            <AlertTitle>
-              <Trans>Preview Mode</Trans>
-            </AlertTitle>
-            <AlertDescription>
-              <Trans>Preview what the signed document will look like with placeholder data</Trans>
-            </AlertDescription>
-          </Alert>
+          {/* Document View */}
+          <div className="mt-4 flex flex-col items-center justify-center">
+            <Alert variant="warning" className="mb-4 max-w-[800px]">
+              <AlertTitle>
+                <Trans>Preview Mode</Trans>
+              </AlertTitle>
+              <AlertDescription>
+                <Trans>Preview what the signed document will look like with placeholder data</Trans>
+              </AlertDescription>
+            </Alert>
 
-          {/* 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} />
+              <PDFViewerKonvaLazy
+                renderer="editor"
+                customPageRenderer={EnvelopeGenericPageRenderer}
+              />
             ) : (
               <div className="flex flex-col items-center justify-center py-32">
                 <FileTextIcon className="text-muted-foreground h-10 w-10" />
@@ -78,27 +243,28 @@ export const EnvelopeEditorPreviewPage = () => {
             )}
           </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">
-          {/* Add fields section. */}
-          <section className="px-4">
-            {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">
+        {/* Right Section - Form Fields Panel */}
+        {currentEnvelopeItem && false && (
+          <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">
               <Trans>Preivew Mode</Trans>
             </h3> */}
 
-            <Alert variant="neutral">
-              <AlertTitle>
-                <Trans>Preview Mode</Trans>
-              </AlertTitle>
-              <AlertDescription>
-                <Trans>Preview what the signed document will look like with placeholder data</Trans>
-              </AlertDescription>
-            </Alert>
+              <Alert variant="neutral">
+                <AlertTitle>
+                  <Trans>Preview Mode</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>
+                    Preview what the signed document will look like with placeholder data
+                  </Trans>
+                </AlertDescription>
+              </Alert>
 
-            {/* <Alert variant="neutral">
+              {/* <Alert variant="neutral">
               <RadioGroup
                 className="gap-y-1"
                 value={selectedPreviewMode}
@@ -137,36 +303,37 @@ export const EnvelopeEditorPreviewPage = () => {
             <div>Preview what a recipient will see</div>
 
             <div>Preview the signed document</div> */}
-          </section>
+            </section>
 
-          {false && (
-            <AnimateGenericFadeInOut key={selectedPreviewMode}>
-              {selectedPreviewMode === 'recipient' && (
-                <>
-                  <Separator className="my-4" />
+            {false && (
+              <AnimateGenericFadeInOut key={selectedPreviewMode}>
+                {selectedPreviewMode === 'recipient' && (
+                  <>
+                    <Separator className="my-4" />
 
-                  {/* Recipient selector section. */}
-                  <section className="px-4">
-                    <h3 className="mb-2 text-sm font-semibold text-gray-900">
-                      <Trans>Selected Recipient</Trans>
-                    </h3>
+                    {/* Recipient selector section. */}
+                    <section className="px-4">
+                      <h3 className="mb-2 text-sm font-semibold text-gray-900">
+                        <Trans>Selected Recipient</Trans>
+                      </h3>
 
-                    <RecipientSelector
-                      selectedRecipient={editorFields.selectedRecipient}
-                      onSelectedRecipientChange={(recipient) =>
-                        editorFields.setSelectedRecipient(recipient.id)
-                      }
-                      recipients={envelope.recipients}
-                      className="w-full"
-                      align="end"
-                    />
-                  </section>
-                </>
-              )}
-            </AnimateGenericFadeInOut>
-          )}
-        </div>
-      )}
-    </div>
+                      <RecipientSelector
+                        selectedRecipient={editorFields.selectedRecipient}
+                        onSelectedRecipientChange={(recipient) =>
+                          editorFields.setSelectedRecipient(recipient.id)
+                        }
+                        recipients={envelope.recipients}
+                        className="w-full"
+                        align="end"
+                      />
+                    </section>
+                  </>
+                )}
+              </AnimateGenericFadeInOut>
+            )}
+          </div>
+        )}
+      </div>
+    </EnvelopeRenderProvider>
   );
 };

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';
@@ -148,8 +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);
 
@@ -165,7 +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 {
@@ -213,7 +212,7 @@ export const EnvelopeEditorRecipientForm = () => {
   );
 
   const hasDocumentBeenSent = recipients.some(
-    (recipient) => recipient.sendStatus === SendStatus.SENT,
+    (recipient) => recipient.role !== RecipientRole.CC && recipient.sendStatus === SendStatus.SENT,
   );
 
   const canRecipientBeModified = (recipientId?: number) => {
@@ -464,7 +463,7 @@ export const EnvelopeEditorRecipientForm = () => {
     const formValueSigners = formValues.signers || [];
 
     // Remove the last signer if it's empty.
-    const recipients = formValueSigners.filter((signer, i) => {
+    const nonEmptyRecipients = formValueSigners.filter((signer, i) => {
       if (i === formValueSigners.length - 1 && signer.email === '') {
         return false;
       }
@@ -474,26 +473,64 @@ export const EnvelopeEditorRecipientForm = () => {
 
     const validatedFormValues = ZEnvelopeRecipientsForm.safeParse({
       ...formValues,
-      signers: recipients,
+      signers: nonEmptyRecipients,
     });
 
-    if (validatedFormValues.success) {
-      console.log('validatedFormValues', validatedFormValues);
+    if (!validatedFormValues.success) {
+      return;
+    }
 
-      setRecipientsDebounced(validatedFormValues.data.signers);
+    const { data } = validatedFormValues;
 
-      if (
-        validatedFormValues.data.signingOrder !== envelope.documentMeta.signingOrder ||
-        validatedFormValues.data.allowDictateNextSigner !==
-          envelope.documentMeta.allowDictateNextSigner
-      ) {
-        updateEnvelope({
-          meta: {
-            signingOrder: validatedFormValues.data.signingOrder,
-            allowDictateNextSigner: validatedFormValues.data.allowDictateNextSigner,
-          },
-        });
+    // Weird edge case where the whole envelope is created via API
+    // with no signing order. If they come to this page it will show an error
+    // since they aren't equal and the recipient is no longer editable.
+    const envelopeRecipients = data.signers.map((recipient) => {
+      if (!canRecipientBeModified(recipient.id)) {
+        return {
+          ...recipient,
+          signingOrder: recipient.signingOrder,
+        };
       }
+      return recipient;
+    });
+
+    const hasSigningOrderChanged = envelope.documentMeta.signingOrder !== data.signingOrder;
+    const hasAllowDictateNextSignerChanged =
+      envelope.documentMeta.allowDictateNextSigner !== data.allowDictateNextSigner;
+
+    const hasSignersChanged =
+      envelopeRecipients.length !== recipients.length ||
+      envelopeRecipients.some((signer) => {
+        const recipient = recipients.find((recipient) => recipient.id === signer.id);
+
+        if (!recipient) {
+          return true;
+        }
+
+        const signerActionAuth = signer.actionAuth;
+        const recipientActionAuth = recipient.authOptions?.actionAuth || [];
+
+        return (
+          signer.email !== recipient.email ||
+          signer.name !== recipient.name ||
+          signer.role !== recipient.role ||
+          signer.signingOrder !== recipient.signingOrder ||
+          !isDeepEqual(signerActionAuth, recipientActionAuth)
+        );
+      });
+
+    if (hasSignersChanged) {
+      setRecipientsDebounced(envelopeRecipients);
+    }
+
+    if (hasSigningOrderChanged || hasAllowDictateNextSignerChanged) {
+      updateEnvelope({
+        meta: {
+          signingOrder: validatedFormValues.data.signingOrder,
+          allowDictateNextSigner: validatedFormValues.data.allowDictateNextSigner,
+        },
+      });
     }
   }, [formValues]);
 
@@ -534,17 +571,16 @@ export const EnvelopeEditorRecipientForm = () => {
         <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
           <Form {...form}>
             <div className="bg-accent/50 -mt-2 mb-2 space-y-4 rounded-md p-4">
-              {!alwaysShowAdvancedSettings && organisation.organisationClaim.flags.cfr21 && (
+              {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>
@@ -703,171 +739,48 @@ 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 && (
-                                <FormField
-                                  control={form.control}
-                                  name={`signers.${index}.signingOrder`}
-                                  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,
-                                        },
-                                      )}
-                                    >
-                                      <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-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);
-                                          }}
-                                          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}.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>
-                                )}
-                              />
-
-                              {showAdvancedSettings &&
-                                organisation.organisationClaim.flags.cfr21 && (
+                              <div className="flex flex-row items-center gap-x-2">
+                                {isSigningOrderSequential && (
                                   <FormField
                                     control={form.control}
-                                    name={`signers.${index}.actionAuth`}
+                                    name={`signers.${index}.signingOrder`}
                                     render={({ field }) => (
                                       <FormItem
-                                        className={cn('col-span-8', {
-                                          'mb-6':
-                                            form.formState.errors.signers?.[index] &&
-                                            !form.formState.errors.signers[index]?.actionAuth,
-                                          'col-span-10': isSigningOrderSequential,
-                                        })}
+                                        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>
-                                          <RecipientActionAuthSelect
+                                          <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}
-                                            onValueChange={field.onChange}
+                                            onChange={(e) => {
+                                              field.onChange(e);
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
+                                            onBlur={(e) => {
+                                              field.onBlur();
+                                              handleSigningOrderChange(index, e.target.value);
+                                            }}
                                             disabled={
                                               snapshot.isDragging ||
                                               isSubmitting ||
@@ -875,20 +788,109 @@ export const EnvelopeEditorRecipientForm = () => {
                                             }
                                           />
                                         </FormControl>
-
                                         <FormMessage />
                                       </FormItem>
                                     )}
                                   />
                                 )}
 
-                              <div className="col-span-2 flex gap-x-2">
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.email`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('relative w-full', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.email,
+                                      })}
+                                    >
+                                      {!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('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', {
+                                      className={cn('mt-auto w-fit', {
                                         'mb-6':
                                           form.formState.errors.signers?.[index] &&
                                           !form.formState.errors.signers[index]?.role,
@@ -916,14 +918,11 @@ export const EnvelopeEditorRecipientForm = () => {
                                   )}
                                 />
 
-                                <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],
-                                    },
-                                  )}
+                                <Button
+                                  variant="ghost"
+                                  className={cn('mt-auto px-2', {
+                                    'mb-6': form.formState.errors.signers?.[index],
+                                  })}
                                   data-testid="remove-signer-button"
                                   disabled={
                                     snapshot.isDragging ||
@@ -934,8 +933,40 @@ export const EnvelopeEditorRecipientForm = () => {
                                   onClick={() => onRemoveSigner(index)}
                                 >
                                   <TrashIcon className="h-4 w-4" />
-                                </button>
+                                </Button>
                               </div>
+
+                              {showAdvancedSettings &&
+                                organisation.organisationClaim.flags.cfr21 && (
+                                  <FormField
+                                    control={form.control}
+                                    name={`signers.${index}.actionAuth`}
+                                    render={({ field }) => (
+                                      <FormItem
+                                        className={cn('mt-2 w-full', {
+                                          'mb-6':
+                                            form.formState.errors.signers?.[index] &&
+                                            !form.formState.errors.signers[index]?.actionAuth,
+                                          'pl-6': isSigningOrderSequential,
+                                        })}
+                                      >
+                                        <FormControl>
+                                          <RecipientActionAuthSelect
+                                            {...field}
+                                            onValueChange={field.onChange}
+                                            disabled={
+                                              snapshot.isDragging ||
+                                              isSubmitting ||
+                                              !canRecipientBeModified(signer.id)
+                                            }
+                                          />
+                                        </FormControl>
+
+                                        <FormMessage />
+                                      </FormItem>
+                                    )}
+                                  />
+                                )}
                             </motion.fieldset>
                           </div>
                         )}

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

@@ -174,7 +174,7 @@ export const EnvelopeEditorSettingsDialog = ({
   const { t, i18n } = useLingui();
   const { toast } = useToast();
 
-  const { envelope } = useCurrentEnvelopeEditor();
+  const { envelope, updateEnvelopeAsync } = useCurrentEnvelopeEditor();
 
   const team = useCurrentTeam();
   const organisation = useCurrentOrganisation();
@@ -186,14 +186,12 @@ export const EnvelopeEditorSettingsDialog = ({
     documentAuth: envelope.authOptions,
   });
 
-  const form = useForm<TAddSettingsFormSchema>({
-    resolver: zodResolver(ZAddSettingsFormSchema),
-    defaultValues: {
-      externalId: envelope.externalId || '', // Todo: String or undefined?
+  const createDefaultValues = () => {
+    return {
+      externalId: envelope.externalId || '',
       visibility: envelope.visibility || '',
       globalAccessAuth: documentAuthOption?.globalAccessAuth || [],
       globalActionAuth: documentAuthOption?.globalActionAuth || [],
-
       meta: {
         subject: envelope.documentMeta.subject ?? '',
         message: envelope.documentMeta.message ?? '',
@@ -210,10 +208,13 @@ export const EnvelopeEditorSettingsDialog = ({
         emailSettings: ZDocumentEmailSettingsSchema.parse(envelope.documentMeta.emailSettings),
         signatureTypes: extractTeamSignatureSettings(envelope.documentMeta),
       },
-    },
-  });
+    };
+  };
 
-  const { mutateAsync: updateEnvelope } = trpc.envelope.update.useMutation();
+  const form = useForm<TAddSettingsFormSchema>({
+    resolver: zodResolver(ZAddSettingsFormSchema),
+    defaultValues: createDefaultValues(),
+  });
 
   const envelopeHasBeenSent =
     envelope.type === EnvelopeType.DOCUMENT &&
@@ -229,7 +230,6 @@ export const EnvelopeEditorSettingsDialog = ({
 
   const emails = emailData?.data || [];
 
-  // Todo: Envelopes this doesn't make sense (look at previous)
   const canUpdateVisibility = canAccessTeamDocument(team.currentTeamRole, envelope.visibility);
 
   const onFormSubmit = async (data: TAddSettingsFormSchema) => {
@@ -240,9 +240,7 @@ export const EnvelopeEditorSettingsDialog = ({
       .safeParse(data.globalAccessAuth);
 
     try {
-      await updateEnvelope({
-        envelopeId: envelope.id,
-        envelopeType: envelope.type,
+      await updateEnvelopeAsync({
         data: {
           externalId: data.externalId || null,
           visibility: data.visibility,
@@ -297,7 +295,7 @@ export const EnvelopeEditorSettingsDialog = ({
   ]);
 
   useEffect(() => {
-    form.reset();
+    form.reset(createDefaultValues());
     setActiveTab('general');
   }, [open, form]);
 
@@ -323,7 +321,7 @@ export const EnvelopeEditorSettingsDialog = ({
 
       <DialogContent className="flex w-full !max-w-5xl flex-row gap-0 p-0">
         {/* Sidebar. */}
-        <div className="flex w-80 flex-col border-r bg-gray-50">
+        <div className="bg-accent/20 flex w-80 flex-col border-r">
           <DialogHeader className="p-6 pb-4">
             <DialogTitle>Document Settings</DialogTitle>
           </DialogHeader>
@@ -355,7 +353,7 @@ 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

@@ -18,9 +18,9 @@ import {
 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';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopeItemsPayload } from '@documenso/trpc/server/envelope-router/create-envelope-items.types';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Card,
@@ -49,7 +49,7 @@ export const EnvelopeEditorUploadPage = () => {
   const organisation = useCurrentOrganisation();
 
   const { t } = useLingui();
-  const { envelope, setLocalEnvelope, relativePath } = useCurrentEnvelopeEditor();
+  const { envelope, setLocalEnvelope, relativePath, editorFields } = useCurrentEnvelopeEditor();
   const { maximumEnvelopeItemCount, remaining } = useLimits();
   const { toast } = useToast();
 
@@ -67,8 +67,8 @@ export const EnvelopeEditorUploadPage = () => {
 
   const { mutateAsync: createEnvelopeItems, isPending: isCreatingEnvelopeItems } =
     trpc.envelope.item.createMany.useMutation({
-      onSuccess: (data) => {
-        const createdEnvelopes = data.createdEnvelopeItems.filter(
+      onSuccess: ({ data }) => {
+        const createdEnvelopes = data.filter(
           (item) => !envelope.envelopeItems.find((envelopeItem) => envelopeItem.id === item.id),
         );
 
@@ -79,10 +79,10 @@ export const EnvelopeEditorUploadPage = () => {
     });
 
   const { mutateAsync: updateEnvelopeItems } = trpc.envelope.item.updateMany.useMutation({
-    onSuccess: (data) => {
+    onSuccess: ({ data }) => {
       setLocalEnvelope({
         envelopeItems: envelope.envelopeItems.map((originalItem) => {
-          const updatedItem = data.updatedEnvelopeItems.find((item) => item.id === originalItem.id);
+          const updatedItem = data.find((item) => item.id === originalItem.id);
 
           if (updatedItem) {
             return {
@@ -114,36 +114,19 @@ export const EnvelopeEditorUploadPage = () => {
 
     setLocalFiles((prev) => [...prev, ...newUploadingFiles]);
 
-    const result = await Promise.all(
-      files.map(async (file, index) => {
-        try {
-          const response = await putPdfFile(file);
-
-          // Mark as uploaded (remove from uploading state)
-          return {
-            title: file.name,
-            documentDataId: response.id,
-          };
-        } catch (_error) {
-          setLocalFiles((prev) =>
-            prev.map((uploadingFile) =>
-              uploadingFile.id === newUploadingFiles[index].id
-                ? { ...uploadingFile, isError: true, isUploading: false }
-                : uploadingFile,
-            ),
-          );
-        }
-      }),
-    );
-
-    const envelopeItemsToCreate = result.filter(
-      (item): item is { title: string; documentDataId: string } => item !== undefined,
-    );
-
-    const { createdEnvelopeItems } = await createEnvelopeItems({
+    const payload = {
       envelopeId: envelope.id,
-      items: envelopeItemsToCreate,
-    }).catch((error) => {
+    } satisfies TCreateEnvelopeItemsPayload;
+
+    const formData = new FormData();
+
+    formData.append('payload', JSON.stringify(payload));
+
+    for (const file of files) {
+      formData.append('files', file);
+    }
+
+    const { data } = await createEnvelopeItems(formData).catch((error) => {
       console.error(error);
 
       // Set error state on files in batch upload.
@@ -165,7 +148,7 @@ export const EnvelopeEditorUploadPage = () => {
       );
 
       return filteredFiles.concat(
-        createdEnvelopeItems.map((item) => ({
+        data.map((item) => ({
           id: item.id,
           envelopeItemId: item.id,
           title: item.title,
@@ -182,9 +165,17 @@ export const EnvelopeEditorUploadPage = () => {
   const onFileDelete = (envelopeItemId: string) => {
     setLocalFiles((prev) => prev.filter((uploadingFile) => uploadingFile.id !== envelopeItemId));
 
+    const fieldsWithoutDeletedItem = envelope.fields.filter(
+      (field) => field.envelopeItemId !== envelopeItemId,
+    );
+
     setLocalEnvelope({
       envelopeItems: envelope.envelopeItems.filter((item) => item.id !== envelopeItemId),
+      fields: envelope.fields.filter((field) => field.envelopeItemId !== envelopeItemId),
     });
+
+    // Reset editor fields.
+    editorFields.resetForm(fieldsWithoutDeletedItem);
   };
 
   /**
@@ -203,7 +194,6 @@ export const EnvelopeEditorUploadPage = () => {
     debouncedUpdateEnvelopeItems(items);
   };
 
-  // Todo: Envelopes - Sync into envelopes data
   const debouncedUpdateEnvelopeItems = useDebounceFunction((files: LocalFile[]) => {
     void updateEnvelopeItems({
       envelopeId: envelope.id,

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

@@ -81,7 +81,6 @@ export default function EnvelopeEditor() {
     isAutosaving,
     flushAutosave,
     relativePath,
-    syncEnvelope,
     editorFields,
   } = useCurrentEnvelopeEditor();
 
@@ -157,7 +156,7 @@ export default function EnvelopeEditor() {
       <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="bg-background border-border flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r py-4">
           {/* Left section step selector. */}
@@ -251,7 +250,7 @@ export default function EnvelopeEditor() {
                   ...envelope,
                   fields: editorFields.localFields,
                 }}
-                onDistribute={syncEnvelope}
+                documentRootPath={relativePath.documentRootPath}
                 trigger={
                   <Button variant="ghost" size="sm" className="w-full justify-start">
                     <SendIcon className="mr-2 h-4 w-4" />
@@ -369,16 +368,14 @@ export default function EnvelopeEditor() {
         </div>
 
         {/* Main Content - Changes based on current step */}
-        <div className="flex-1 overflow-y-auto">
-          <AnimateGenericFadeInOut 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>
+        <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

@@ -20,7 +20,8 @@ export const EnvelopeItemSelector = ({
 }: EnvelopeItemSelectorProps) => {
   return (
     <button
-      className={`flex min-w-0 flex-shrink-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-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'
@@ -28,7 +29,7 @@ export const EnvelopeItemSelector = ({
       {...buttonProps}
     >
       <div
-        className={`flex h-6 w-6 items-center justify-center rounded-full text-xs font-medium ${
+        className={`flex h-6 w-6 flex-shrink-0 items-center justify-center rounded-full text-xs font-medium ${
           isSelected ? 'bg-green-100 text-green-600' : 'bg-gray-200 text-gray-600'
         }`}
       >
@@ -39,7 +40,7 @@ export const EnvelopeItemSelector = ({
         <div className="text-xs text-gray-500">{secondaryText}</div>
       </div>
       <div
-        className={cn('h-2 w-2 rounded-full', {
+        className={cn('h-2 w-2 flex-shrink-0 rounded-full', {
           'bg-green-500': isSelected,
         })}
       ></div>
@@ -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

@@ -1,6 +1,7 @@
 import { useEffect, useMemo } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
+import { DocumentStatus, type Recipient, SigningStatus } from '@prisma/client';
 import type Konva from 'konva';
 
 import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-renderer';
@@ -8,11 +9,24 @@ import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/e
 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';
+import { EnvelopeRecipientFieldTooltip } from '@documenso/ui/components/document/envelope-recipient-field-tooltip';
+
+type GenericLocalField = TEnvelope['fields'][number] & {
+  recipient: Pick<Recipient, 'id' | 'name' | 'email' | 'signingStatus'>;
+};
 
 export default function EnvelopeGenericPageRenderer() {
   const { i18n } = useLingui();
 
-  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
+  const {
+    envelopeStatus,
+    currentEnvelopeItem,
+    fields,
+    recipients,
+    getRecipientColorKey,
+    setRenderError,
+    overrideSettings,
+  } = useCurrentEnvelopeRender();
 
   const {
     stage,
@@ -28,45 +42,81 @@ export default function EnvelopeGenericPageRenderer() {
 
   const { _className, scale } = pageContext;
 
-  const localPageFields = useMemo(
-    () =>
-      fields.filter(
+  const localPageFields = useMemo((): GenericLocalField[] => {
+    if (envelopeStatus === DocumentStatus.COMPLETED) {
+      return [];
+    }
+
+    return fields
+      .filter(
         (field) =>
           field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
-      ),
-    [fields, pageContext.pageNumber],
-  );
+      )
+      .map((field) => {
+        const recipient = recipients.find((recipient) => recipient.id === field.recipientId);
 
-  const renderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
+        if (!recipient) {
+          throw new Error(`Recipient not found for field ${field.id}`);
+        }
+
+        const isInserted = recipient.signingStatus === SigningStatus.SIGNED && field.inserted;
+
+        return {
+          ...field,
+          inserted: isInserted,
+          customText: isInserted ? field.customText : '',
+          recipient,
+        };
+      })
+      .filter(
+        ({ inserted, fieldMeta, recipient }) =>
+          (recipient.signingStatus === SigningStatus.SIGNED ? inserted : true) ||
+          fieldMeta?.readOnly,
+      );
+  }, [fields, pageContext.pageNumber, currentEnvelopeItem?.id, recipients]);
+
+  const unsafeRenderFieldOnLayer = (field: GenericLocalField) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
     }
 
+    const fieldTranslations = getClientSideFieldTranslations(i18n);
+
     renderField({
       scale,
       pageLayer: pageLayer.current,
       field: {
         renderId: field.id.toString(),
         ...field,
-        customText: '',
         width: Number(field.width),
         height: Number(field.height),
         positionX: Number(field.positionX),
         positionY: Number(field.positionY),
-        inserted: false,
         fieldMeta: field.fieldMeta,
+        signature: {
+          signatureImageAsBase64: '',
+          typedSignature: fieldTranslations.SIGNATURE,
+        },
       },
-      translations: getClientSideFieldTranslations(i18n),
+      translations: fieldTranslations,
       pageWidth: unscaledViewport.width,
       pageHeight: unscaledViewport.height,
-      // color: getRecipientColorKey(field.recipientId),
-      color: 'purple', // Todo
+      color: getRecipientColorKey(field.recipientId),
       editable: false,
-      mode: 'sign',
+      mode: overrideSettings?.mode ?? 'edit',
     });
   };
 
+  const renderFieldOnLayer = (field: GenericLocalField) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */
@@ -80,7 +130,7 @@ export default function EnvelopeGenericPageRenderer() {
   };
 
   /**
-   * 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) {
@@ -93,14 +143,12 @@ 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);
     });
 
@@ -116,6 +164,16 @@ export default function EnvelopeGenericPageRenderer() {
       className="relative w-full"
       key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}
     >
+      {overrideSettings?.showRecipientTooltip &&
+        localPageFields.map((field) => (
+          <EnvelopeRecipientFieldTooltip
+            key={field.id}
+            field={field}
+            showFieldStatus={overrideSettings?.showRecipientSigningStatus}
+            showRecipientTooltip={overrideSettings?.showRecipientTooltip}
+          />
+        ))}
+
       {/* The element Konva will inject it's canvas into. */}
       <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 

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

@@ -8,6 +8,8 @@ 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 { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
 export default function EnvelopeSignerForm() {
@@ -25,6 +27,8 @@ export default function EnvelopeSignerForm() {
     setSelectedAssistantRecipientId,
   } = useRequiredEnvelopeSigningContext();
 
+  const { isNameLocked, isEmailLocked } = useEmbedSigningContext() || {};
+
   const hasSignatureField = useMemo(() => {
     return recipientFields.some((field) => field.type === FieldType.SIGNATURE);
   }, [recipientFields]);
@@ -37,7 +41,7 @@ export default function EnvelopeSignerForm() {
 
   if (recipient.role === RecipientRole.ASSISTANT) {
     return (
-      <fieldset className="dark:bg-background border-border rounded-2xl sm:border sm:p-3">
+      <fieldset className="embed--DocumentWidgetForm 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()}
@@ -101,7 +105,8 @@ export default function EnvelopeSignerForm() {
             id="full-name"
             className="bg-background mt-2"
             value={fullName}
-            onChange={(e) => setFullName(e.target.value.trimStart())}
+            disabled={isNameLocked}
+            onChange={(e) => !isNameLocked && setFullName(e.target.value.trimStart())}
           />
         </div>
 

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

@@ -16,6 +16,7 @@ import {
 import { Separator } from '@documenso/ui/primitives/separator';
 
 import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { BrandingLogo } from '~/components/general/branding-logo';
 
 import { BrandingLogoIcon } from '../branding-logo-icon';
@@ -28,7 +29,7 @@ export const EnvelopeSignerHeader = () => {
     useRequiredEnvelopeSigningContext();
 
   return (
-    <nav className="bg-background border-border max-w-screen flex flex-row justify-between border-b px-4 py-3 md:px-6">
+    <nav className="embed--DocumentWidgetHeader 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">
@@ -72,7 +73,7 @@ export const EnvelopeSignerHeader = () => {
       </div>
 
       {/* Right side - Desktop content */}
-      <div className="hidden items-center space-x-2 md:flex">
+      <div className="hidden items-center space-x-2 lg:flex">
         <p className="text-muted-foreground mr-2 flex-shrink-0 text-sm">
           <Plural
             one="1 Field Remaining"
@@ -85,7 +86,7 @@ export const EnvelopeSignerHeader = () => {
       </div>
 
       {/* Mobile Actions button */}
-      <div className="flex-shrink-0 md:hidden">
+      <div className="flex-shrink-0 lg:hidden">
         <MobileDropdownMenu />
       </div>
     </nav>
@@ -95,6 +96,8 @@ export const EnvelopeSignerHeader = () => {
 const MobileDropdownMenu = () => {
   const { envelope, recipient } = useRequiredEnvelopeSigningContext();
 
+  const { allowDocumentRejection } = useEmbedSigningContext() || {};
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger asChild>
@@ -119,7 +122,7 @@ const MobileDropdownMenu = () => {
           }
         />
 
-        {envelope.type === EnvelopeType.DOCUMENT && (
+        {envelope.type === EnvelopeType.DOCUMENT && allowDocumentRejection !== false && (
           <DocumentSigningRejectDialog
             documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
             token={recipient.token}

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

@@ -1,7 +1,14 @@
 import { useEffect, useMemo } from 'react';
 
 import { Trans, useLingui } from '@lingui/react/macro';
-import { type Field, FieldType, RecipientRole, type Signature } from '@prisma/client';
+import {
+  type Field,
+  FieldType,
+  type Recipient,
+  RecipientRole,
+  type Signature,
+  SigningStatus,
+} from '@prisma/client';
 import type Konva from 'konva';
 import type { KonvaEventObject } from 'konva/lib/Node';
 import { match } from 'ts-pattern';
@@ -10,15 +17,22 @@ import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-rende
 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 { isBase64Image } from '@documenso/lib/constants/signatures';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { ZFullFieldSchema } from '@documenso/lib/types/field';
 import { 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 type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
+import { EnvelopeRecipientFieldTooltip } from '@documenso/ui/components/document/envelope-recipient-field-tooltip';
 import { EnvelopeFieldToolTip } from '@documenso/ui/components/field/envelope-field-tooltip';
 import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
 import { handleCheckboxFieldClick } from '~/utils/field-signing/checkbox-field';
 import { handleDropdownFieldClick } from '~/utils/field-signing/dropdown-field';
 import { handleEmailFieldClick } from '~/utils/field-signing/email-field';
@@ -28,20 +42,28 @@ import { handleNumberFieldClick } from '~/utils/field-signing/number-field';
 import { handleSignatureFieldClick } from '~/utils/field-signing/signature-field';
 import { handleTextFieldClick } from '~/utils/field-signing/text-field';
 
+import { useRequiredDocumentSigningAuthContext } from '../document-signing/document-signing-auth-provider';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
+type GenericLocalField = TEnvelope['fields'][number] & {
+  recipient: Pick<Recipient, 'id' | 'name' | 'email' | 'signingStatus'>;
+};
+
 export default function EnvelopeSignerPageRenderer() {
-  const { i18n } = useLingui();
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { t, i18n } = useLingui();
+  const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
   const { sessionData } = useOptionalSession();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
+  const { toast } = useToast();
+
   const {
     envelopeData,
     recipient,
     recipientFields,
     recipientFieldsRemaining,
     showPendingFieldTooltip,
-    signField,
+    signField: signFieldInternal,
     email,
     setEmail,
     fullName,
@@ -53,6 +75,8 @@ export default function EnvelopeSignerPageRenderer() {
     isDirectTemplate,
   } = useRequiredEnvelopeSigningContext();
 
+  const { onFieldSigned, onFieldUnsigned } = useEmbedSigningContext() || {};
+
   const {
     stage,
     pageLayer,
@@ -80,7 +104,37 @@ export default function EnvelopeSignerPageRenderer() {
     );
   }, [recipientFields, selectedAssistantRecipientFields, pageContext.pageNumber]);
 
-  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+  /**
+   * Returns fields that have been fully signed by other recipients for this specific
+   * page.
+   */
+  const localPageOtherRecipientFields = useMemo((): GenericLocalField[] => {
+    const signedRecipients = envelope.recipients.filter(
+      (recipient) => recipient.signingStatus === SigningStatus.SIGNED,
+    );
+
+    return signedRecipients.flatMap((recipient) => {
+      return recipient.fields
+        .filter(
+          (field) =>
+            field.page === pageContext.pageNumber &&
+            field.envelopeItemId === currentEnvelopeItem?.id &&
+            (field.inserted || field.fieldMeta?.readOnly),
+        )
+        .map((field) => ({
+          ...field,
+          recipient: {
+            id: recipient.id,
+            name: recipient.name,
+            email: recipient.email,
+            signingStatus: recipient.signingStatus,
+            role: recipient.role,
+          },
+        }));
+    });
+  }, [envelope.recipients, pageContext.pageNumber]);
+
+  const unsafeRenderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
@@ -237,7 +291,7 @@ export default function EnvelopeSignerPageRenderer() {
             .then(async (payload) => {
               if (payload) {
                 fieldGroup.add(loadingSpinnerGroup);
-                await signField(field.id, payload); // Todo: Envelopes - Handle errors
+                await signField(field.id, payload);
               }
 
               if (payload?.value) {
@@ -318,7 +372,6 @@ export default function EnvelopeSignerPageRenderer() {
          * SIGNATURE FIELD.
          */
         .with({ type: FieldType.SIGNATURE }, (field) => {
-          // Todo: Envelopes - Reauth
           handleSignatureFieldClick({
             field,
             signature,
@@ -329,11 +382,21 @@ export default function EnvelopeSignerPageRenderer() {
             .then(async (payload) => {
               if (payload) {
                 fieldGroup.add(loadingSpinnerGroup);
-                await signField(field.id, payload);
-              }
 
-              if (payload?.value) {
-                setSignature(payload.value);
+                if (payload.value) {
+                  void executeActionAuthProcedure({
+                    onReauthFormSubmit: async (authOptions) => {
+                      await signField(field.id, payload, authOptions);
+
+                      loadingSpinnerGroup.destroy();
+                    },
+                    actionTarget: field.type,
+                  });
+
+                  setSignature(payload.value);
+                } else {
+                  await signField(field.id, payload);
+                }
               }
             })
             .finally(() => {
@@ -347,15 +410,92 @@ export default function EnvelopeSignerPageRenderer() {
     fieldGroup.on('pointerdown', handleFieldGroupClick);
   };
 
+  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+    try {
+      unsafeRenderFieldOnLayer(unparsedField);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
+  const renderFields = () => {
+    if (!pageLayer.current) {
+      console.error('Layer not loaded yet');
+      return;
+    }
+
+    // Render current recipient fields.
+    for (const field of localPageFields) {
+      renderFieldOnLayer(field);
+    }
+
+    // Render other recipient signed and inserted fields.
+    for (const field of localPageOtherRecipientFields) {
+      try {
+        renderField({
+          scale,
+          pageLayer: pageLayer.current,
+          field: {
+            renderId: field.id.toString(),
+            ...field,
+            width: Number(field.width),
+            height: Number(field.height),
+            positionX: Number(field.positionX),
+            positionY: Number(field.positionY),
+            fieldMeta: field.fieldMeta,
+          },
+          translations: getClientSideFieldTranslations(i18n),
+          pageWidth: unscaledViewport.width,
+          pageHeight: unscaledViewport.height,
+          color: 'readOnly',
+          editable: false,
+          mode: 'sign',
+        });
+      } catch (err) {
+        console.error('Unable to render one or more fields belonging to other recipients.');
+        console.error(err);
+      }
+    }
+  };
+
+  const signField = async (
+    fieldId: number,
+    payload: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => {
+    try {
+      const { inserted } = await signFieldInternal(fieldId, payload, authOptions);
+
+      // ?: The two callbacks below are used within the embedding context
+      if (inserted && onFieldSigned) {
+        const value = payload.value ? JSON.stringify(payload.value) : undefined;
+        const isBase64 = value ? isBase64Image(value) : undefined;
+
+        onFieldSigned({ fieldId, value, isBase64 });
+      }
+
+      if (!inserted && onFieldUnsigned) {
+        onFieldUnsigned({ fieldId });
+      }
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: t`Error`,
+        description: t`An error occurred while signing the field.`,
+        variant: 'destructive',
+      });
+
+      throw err;
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */
   const createPageCanvas = (currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
-    // Render the fields.
-    for (const field of localPageFields) {
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
-    }
-
+    renderFields();
     currentPageLayer.batchDraw();
   };
 
@@ -367,10 +507,7 @@ export default function EnvelopeSignerPageRenderer() {
       return;
     }
 
-    localPageFields.forEach((field) => {
-      console.log('Field changed/inserted, rendering on canvas');
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
-    });
+    renderFields();
 
     pageLayer.current.batchDraw();
   }, [localPageFields, showPendingFieldTooltip, fullName, signature, email]);
@@ -386,9 +523,7 @@ export default function EnvelopeSignerPageRenderer() {
     // Rerender the whole page.
     pageLayer.current.destroyChildren();
 
-    localPageFields.forEach((field) => {
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
-    });
+    renderFields();
 
     pageLayer.current.batchDraw();
   }, [selectedAssistantRecipient]);
@@ -415,6 +550,15 @@ export default function EnvelopeSignerPageRenderer() {
           </EnvelopeFieldToolTip>
         )}
 
+      {localPageOtherRecipientFields.map((field) => (
+        <EnvelopeRecipientFieldTooltip
+          key={field.id}
+          field={field}
+          showFieldStatus={true}
+          showRecipientTooltip={true}
+        />
+      ))}
+
       {/* The element Konva will inject it's canvas into. */}
       <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
 

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

@@ -2,16 +2,19 @@ import { useMemo } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
 import { FieldType } from '@prisma/client';
-import { useNavigate, useSearchParams } from 'react-router';
+import { useNavigate, useRevalidator, 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 { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 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 { useEmbedSigningContext } from '~/components/embed/embed-signing-context';
+
 import { DocumentSigningCompleteDialog } from '../document-signing/document-signing-complete-dialog';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
@@ -19,8 +22,9 @@ export const EnvelopeSignerCompleteDialog = () => {
   const navigate = useNavigate();
   const analytics = useAnalytics();
 
-  const { toast } = useToast();
   const { t } = useLingui();
+  const { toast } = useToast();
+  const { revalidate } = useRevalidator();
 
   const [searchParams] = useSearchParams();
 
@@ -37,6 +41,8 @@ export const EnvelopeSignerCompleteDialog = () => {
 
   const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
 
+  const { onDocumentCompleted, onDocumentError } = useEmbedSigningContext() || {};
+
   const { mutateAsync: completeDocument, isPending } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
@@ -68,25 +74,52 @@ export const EnvelopeSignerCompleteDialog = () => {
     nextSigner?: { name: string; email: string },
     accessAuthOptions?: TRecipientAccessAuth,
   ) => {
-    const payload = {
-      token: recipient.token,
-      documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-      authOptions: accessAuthOptions,
-      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
-    };
+    try {
+      await completeDocument({
+        token: recipient.token,
+        documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+        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(),
+      });
 
-    analytics.capture('App: Recipient has completed signing', {
-      signerId: recipient.id,
-      documentId: envelope.id,
-      timestamp: new Date().toISOString(),
-    });
+      if (onDocumentCompleted) {
+        onDocumentCompleted({
+          token: recipient.token,
+          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+          recipientId: recipient.id,
+          envelopeId: envelope.id,
+        });
 
-    if (envelope.documentMeta.redirectUrl) {
-      window.location.href = envelope.documentMeta.redirectUrl;
-    } else {
-      await navigate(`/sign/${recipient.token}/complete`);
+        await revalidate();
+
+        return;
+      }
+
+      if (envelope.documentMeta.redirectUrl) {
+        window.location.href = envelope.documentMeta.redirectUrl;
+      } else {
+        await navigate(`/sign/${recipient.token}/complete`);
+      }
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code !== AppErrorCode.TWO_FACTOR_AUTH_FAILED) {
+        toast({
+          title: t`Something went wrong`,
+          description: t`We were unable to submit this document at this time. Please try again later.`,
+          variant: 'destructive',
+        });
+
+        onDocumentError?.();
+      }
+
+      throw err;
     }
   };
 
@@ -105,8 +138,12 @@ export const EnvelopeSignerCompleteDialog = () => {
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
+      if (!recipient.directToken) {
+        throw new Error('Recipient direct token is required');
+      }
+
       const { token } = await createDocumentFromDirectTemplate({
-        directTemplateToken: recipient.token, // The direct template token is inserted into the recipient token for ease of use.
+        directTemplateToken: recipient.directToken, // The direct template token is inserted into the recipient token for ease of use.
         directTemplateExternalId,
         directRecipientName: recipientDetails?.name || fullName,
         directRecipientEmail: recipientDetails?.email || email,
@@ -127,22 +164,36 @@ export const EnvelopeSignerCompleteDialog = () => {
             isBase64,
           };
         }),
+        nextSigner,
       });
 
       const redirectUrl = envelope.documentMeta.redirectUrl;
 
+      if (onDocumentCompleted) {
+        await navigate({
+          pathname: `/embed/sign/${token}`,
+          search: window.location.search,
+          hash: window.location.hash,
+        });
+
+        return;
+      }
+
       if (redirectUrl) {
         window.location.href = redirectUrl;
       } else {
         await navigate(`/sign/${token}/complete`);
       }
     } catch (err) {
+      console.log('err', 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',
       });
 
+      onDocumentError?.();
+
       throw err;
     }
   };

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

@@ -1,10 +1,15 @@
 import { type ReactNode, useState } from 'react';
 
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
+import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { Loader } from 'lucide-react';
-import { ErrorCode, type FileRejection, useDropzone } from 'react-dropzone';
+import {
+  ErrorCode as DropzoneErrorCode,
+  ErrorCode,
+  type FileRejection,
+  useDropzone,
+} from 'react-dropzone';
 import { Link, useNavigate, useParams } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -16,21 +21,26 @@ import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/l
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
-import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
-export interface DocumentDropZoneWrapperProps {
+export interface EnvelopeDropZoneWrapperProps {
   children: ReactNode;
+  type: EnvelopeType;
   className?: string;
 }
 
-export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZoneWrapperProps) => {
-  const { _ } = useLingui();
+export const EnvelopeDropZoneWrapper = ({
+  children,
+  type,
+  className,
+}: EnvelopeDropZoneWrapperProps) => {
+  const { t } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
   const { folderId } = useParams();
@@ -47,13 +57,13 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     TIME_ZONES.find((timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone) ??
     DEFAULT_DOCUMENT_TIME_ZONE;
 
-  const { quota, remaining, refreshLimits } = useLimits();
+  const { quota, remaining, refreshLimits, maximumEnvelopeItemCount } = useLimits();
 
-  const { mutateAsync: createDocument } = trpc.document.create.useMutation();
+  const { mutateAsync: createEnvelope } = trpc.envelope.create.useMutation();
 
   const isUploadDisabled = remaining.documents === 0 || !user.emailVerified;
 
-  const onFileDrop = async (file: File) => {
+  const onFileDrop = async (files: File[]) => {
     if (isUploadDisabled && IS_BILLING_ENABLED()) {
       await navigate(`/o/${organisation.url}/settings/billing`);
       return;
@@ -62,48 +72,68 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
+      const payload = {
+        folderId,
+        type,
+        title: files[0].name,
+        meta: {
+          timezone: userTimezone,
+        },
+      } satisfies TCreateEnvelopePayload;
 
-      const { legacyDocumentId: id } = await createDocument({
-        title: file.name,
-        documentDataId: response.id,
-        timezone: userTimezone, // Note: When migrating to v2 document upload remember to pass this through as a 'userTimezone' field.
-        folderId: folderId ?? undefined,
-      });
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      for (const file of files) {
+        formData.append('files', file);
+      }
+
+      const { id } = await createEnvelope(formData);
 
       void refreshLimits();
 
       toast({
-        title: _(msg`Document uploaded`),
-        description: _(msg`Your document has been uploaded successfully.`),
+        title: type === EnvelopeType.DOCUMENT ? t`Document uploaded` : t`Template uploaded`,
+        description:
+          type === EnvelopeType.DOCUMENT
+            ? t`Your document has been uploaded successfully.`
+            : t`Your template has been uploaded successfully.`,
         duration: 5000,
       });
 
-      analytics.capture('App: Document Uploaded', {
-        userId: user.id,
-        documentId: id,
-        timestamp: new Date().toISOString(),
-      });
+      if (type === EnvelopeType.DOCUMENT) {
+        analytics.capture('App: Document Uploaded', {
+          userId: user.id,
+          documentId: id,
+          timestamp: new Date().toISOString(),
+        });
+      }
 
-      await navigate(`${formatDocumentsPath(team.url)}/${id}/edit`);
+      const pathPrefix =
+        type === EnvelopeType.DOCUMENT
+          ? formatDocumentsPath(team.url)
+          : formatTemplatesPath(team.url);
+
+      await navigate(`${pathPrefix}/${id}/edit`);
     } catch (err) {
       const error = AppError.parseError(err);
 
       const errorMessage = match(error.code)
-        .with('INVALID_DOCUMENT_FILE', () => msg`You cannot upload encrypted PDFs`)
+        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
         .with(
           AppErrorCode.LIMIT_EXCEEDED,
-          () => msg`You have reached your document limit for this month. Please upgrade your plan.`,
+          () => t`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`,
+          () => t`You have reached the limit of the number of files per envelope`,
         )
-        .otherwise(() => msg`An error occurred while uploading your document.`);
+        .otherwise(() => t`An error occurred during upload.`);
 
       toast({
-        title: _(msg`Error`),
-        description: _(errorMessage),
+        title: t`Error`,
+        description: errorMessage,
         variant: 'destructive',
         duration: 7500,
       });
@@ -117,6 +147,20 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
       return;
     }
 
+    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;
+    }
+
     // Since users can only upload only one file (no multi-upload), we only handle the first file rejection
     const { file, errors } = fileRejections[0];
 
@@ -144,14 +188,14 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     const description = (
       <>
         <span className="font-medium">
-          {file.name} <Trans>couldn't be uploaded:</Trans>
+          <Trans>{file.name} couldn't be uploaded:</Trans>
         </span>
         {errorNodes}
       </>
     );
 
     toast({
-      title: _(msg`Upload failed`),
+      title: t`Upload failed`,
       description,
       duration: 5000,
       variant: 'destructive',
@@ -161,17 +205,11 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     accept: {
       'application/pdf': ['.pdf'],
     },
-    //disabled: isUploadDisabled,
-    multiple: false,
+    multiple: true,
     maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
-    onDrop: ([acceptedFile]) => {
-      if (acceptedFile) {
-        void onFileDrop(acceptedFile);
-      }
-    },
-    onDropRejected: (fileRejections) => {
-      onFileDropRejected(fileRejections);
-    },
+    maxFiles: maximumEnvelopeItemCount,
+    onDrop: (files) => void onFileDrop(files),
+    onDropRejected: onFileDropRejected,
     noClick: true,
     noDragEventsBubbling: true,
   });
@@ -185,7 +223,11 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
         <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
           <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
             <h2 className="text-foreground text-2xl font-semibold">
-              <Trans>Upload Document</Trans>
+              {type === EnvelopeType.DOCUMENT ? (
+                <Trans>Upload Document</Trans>
+              ) : (
+                <Trans>Upload Template</Trans>
+              )}
             </h2>
 
             <p className="text-muted-foreground text-md mt-4">
@@ -220,7 +262,7 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
           <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
             <Loader className="text-primary h-12 w-12 animate-spin" />
             <p className="text-foreground mt-8 font-medium">
-              <Trans>Uploading document...</Trans>
+              <Trans>Uploading</Trans>
             </p>
           </div>
         </div>

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

@@ -14,11 +14,11 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
 import { cn } from '@documenso/ui/lib/utils';
-import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import { DocumentUploadButton } from '@documenso/ui/primitives/document-upload-button';
 import {
   Tooltip,
   TooltipContent,
@@ -78,35 +78,24 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
     try {
       setIsLoading(true);
 
-      const result = await Promise.all(
-        files.map(async (file) => {
-          try {
-            const response = await putPdfFile(file);
-
-            return {
-              title: file.name,
-              documentDataId: response.id,
-            };
-          } catch (err) {
-            console.error(err);
-            throw new Error('Failed to upload document');
-          }
-        }),
-      );
-
-      const envelopeItemsToCreate = result.filter(
-        (item): item is { title: string; documentDataId: string } => item !== undefined,
-      );
-
-      const { id } = await createEnvelope({
+      const payload = {
         folderId,
         type,
         title: files[0].name,
-        items: envelopeItemsToCreate,
         meta: {
           timezone: userTimezone,
         },
-      }).catch((error) => {
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      for (const file of files) {
+        formData.append('files', file);
+      }
+
+      const { id } = await createEnvelope(formData).catch((error) => {
         console.error(error);
 
         throw error;
@@ -186,13 +175,14 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
         <Tooltip>
           <TooltipTrigger asChild>
             <div>
-              <DocumentDropzone
+              <DocumentUploadButton
                 loading={isLoading}
                 disabled={remaining.documents === 0 || !user.emailVerified}
                 disabledMessage={disabledMessage}
                 onDrop={onFileDrop}
                 onDropRejected={onFileDropRejected}
-                type="envelope"
+                type={type}
+                internalVersion="2"
                 maxFiles={maximumEnvelopeItemCount}
               />
             </div>

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

@@ -16,11 +16,11 @@ import { FolderDeleteDialog } from '~/components/dialogs/folder-delete-dialog';
 import { FolderMoveDialog } from '~/components/dialogs/folder-move-dialog';
 import { FolderUpdateDialog } from '~/components/dialogs/folder-update-dialog';
 import { TemplateCreateDialog } from '~/components/dialogs/template-create-dialog';
-import { DocumentUploadButton } from '~/components/general/document/document-upload-button';
+import { DocumentUploadButtonLegacy } from '~/components/general/document/document-upload-button-legacy';
 import { FolderCard, FolderCardEmpty } from '~/components/general/folder/folder-card';
 import { useCurrentTeam } from '~/providers/team';
 
-import { EnvelopeUploadButton } from '../document/envelope-upload-button';
+import { EnvelopeUploadButton } from '../envelope/envelope-upload-button';
 
 export type FolderGridProps = {
   type: FolderType;
@@ -98,14 +98,12 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
         </div>
 
         <div className="flex gap-4 sm:flex-row sm:justify-end">
-          {organisation.organisationClaim.flags.allowEnvelopes && (
-            <EnvelopeUploadButton type={type} folderId={parentId || undefined} />
-          )}
+          <EnvelopeUploadButton type={type} folderId={parentId || undefined} />
 
           {type === FolderType.DOCUMENT ? (
-            <DocumentUploadButton />
+            <DocumentUploadButtonLegacy /> // If you delete this, delete the component as well.
           ) : (
-            <TemplateCreateDialog folderId={parentId ?? undefined} />
+            <TemplateCreateDialog folderId={parentId ?? undefined} /> // If you delete this, delete the component as well.
           )}
 
           <FolderCreateDialog type={type} />

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

@@ -1,50 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Download } from 'lucide-react';
-
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
-import type { DocumentData } from '@documenso/prisma/client';
-import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type ShareDocumentDownloadButtonProps = {
-  title: string;
-  documentData: DocumentData;
-};
-
-// Todo: Envelopes - Support multiple item downloads.
-export const ShareDocumentDownloadButton = ({
-  title,
-  documentData,
-}: ShareDocumentDownloadButtonProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [isDownloading, setIsDownloading] = useState(false);
-
-  const onDownloadClick = async () => {
-    try {
-      setIsDownloading(true);
-
-      await downloadPDF({ documentData, fileName: title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    } finally {
-      setIsDownloading(false);
-    }
-  };
-
-  return (
-    <Button loading={isDownloading} onClick={onDownloadClick}>
-      {!isDownloading && <Download className="mr-2 h-4 w-4" />}
-      <Trans>Download</Trans>
-    </Button>
-  );
-};

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

@@ -1,167 +0,0 @@
-import { type ReactNode, useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Loader } from 'lucide-react';
-import { ErrorCode, type FileRejection, useDropzone } from 'react-dropzone';
-import { useNavigate, useParams } from 'react-router';
-import { match } from 'ts-pattern';
-
-import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
-import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
-import { formatTemplatesPath } from '@documenso/lib/utils/teams';
-import { trpc } from '@documenso/trpc/react';
-import { cn } from '@documenso/ui/lib/utils';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { useCurrentTeam } from '~/providers/team';
-
-export interface TemplateDropZoneWrapperProps {
-  children: ReactNode;
-  className?: string;
-}
-
-export const TemplateDropZoneWrapper = ({ children, className }: TemplateDropZoneWrapperProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-  const { folderId } = useParams();
-
-  const team = useCurrentTeam();
-
-  const navigate = useNavigate();
-
-  const [isLoading, setIsLoading] = useState(false);
-
-  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
-
-  const onFileDrop = async (file: File) => {
-    try {
-      setIsLoading(true);
-
-      const documentData = await putPdfFile(file);
-
-      const { legacyTemplateId: id } = await createTemplate({
-        title: file.name,
-        templateDocumentDataId: documentData.id,
-        folderId: folderId ?? undefined,
-      });
-
-      toast({
-        title: _(msg`Template uploaded`),
-        description: _(
-          msg`Your template has been uploaded successfully. You will be redirected to the template page.`,
-        ),
-        duration: 5000,
-      });
-
-      await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
-    } catch {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`Please try again later.`),
-        variant: 'destructive',
-      });
-    } finally {
-      setIsLoading(false);
-    }
-  };
-
-  const onFileDropRejected = (fileRejections: FileRejection[]) => {
-    if (!fileRejections.length) {
-      return;
-    }
-
-    // Since users can only upload only one file (no multi-upload), we only handle the first file rejection
-    const { file, errors } = fileRejections[0];
-
-    if (!errors.length) {
-      return;
-    }
-
-    const errorNodes = errors.map((error, index) => (
-      <span key={index} className="block">
-        {match(error.code)
-          .with(ErrorCode.FileTooLarge, () => (
-            <Trans>File is larger than {APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB</Trans>
-          ))
-          .with(ErrorCode.FileInvalidType, () => <Trans>Only PDF files are allowed</Trans>)
-          .with(ErrorCode.FileTooSmall, () => <Trans>File is too small</Trans>)
-          .with(ErrorCode.TooManyFiles, () => (
-            <Trans>Only one file can be uploaded at a time</Trans>
-          ))
-          .otherwise(() => (
-            <Trans>Unknown error</Trans>
-          ))}
-      </span>
-    ));
-
-    const description = (
-      <>
-        <span className="font-medium">
-          {file.name} <Trans>couldn't be uploaded:</Trans>
-        </span>
-        {errorNodes}
-      </>
-    );
-
-    toast({
-      title: _(msg`Upload failed`),
-      description,
-      duration: 5000,
-      variant: 'destructive',
-    });
-  };
-
-  const { getRootProps, getInputProps, isDragActive } = useDropzone({
-    accept: {
-      'application/pdf': ['.pdf'],
-    },
-    //disabled: isUploadDisabled,
-    multiple: false,
-    maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
-    onDrop: ([acceptedFile]) => {
-      if (acceptedFile) {
-        void onFileDrop(acceptedFile);
-      }
-    },
-    onDropRejected: (fileRejections) => {
-      onFileDropRejected(fileRejections);
-    },
-    noClick: true,
-    noDragEventsBubbling: true,
-  });
-
-  return (
-    <div {...getRootProps()} className={cn('relative min-h-screen', className)}>
-      <input {...getInputProps()} />
-      {children}
-
-      {isDragActive && (
-        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
-          <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
-            <h2 className="text-foreground text-2xl font-semibold">
-              <Trans>Upload Template</Trans>
-            </h2>
-
-            <p className="text-muted-foreground text-md mt-4">
-              <Trans>Drag and drop your PDF file here</Trans>
-            </p>
-          </div>
-        </div>
-      )}
-
-      {isLoading && (
-        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
-          <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
-            <Loader className="text-primary h-12 w-12 animate-spin" />
-            <p className="text-foreground mt-8 font-medium">
-              <Trans>Uploading template...</Trans>
-            </p>
-          </div>
-        </div>
-      )}
-    </div>
-  );
-};

apps/remix/app/components/general/template/template-edit-form.tsx

@@ -313,8 +313,10 @@ export const TemplateEditForm = ({
       >
         <CardContent className="p-2">
           <PDFViewer
-            key={templateDocumentData.id}
-            documentData={templateDocumentData}
+            key={template.envelopeItems[0].id}
+            envelopeItem={template.envelopeItems[0]}
+            token={undefined}
+            version="signed"
             onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>

apps/remix/app/components/general/template/template-page-view-information.tsx

@@ -7,11 +7,13 @@ import type { User } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
 
 export type TemplatePageViewInformationProps = {
   userId: number;
   template: {
     userId: number;
+    secondaryId: string;
     createdAt: Date;
     updatedAt: Date;
     user: Pick<User, 'id' | 'name' | 'email'>;
@@ -43,6 +45,10 @@ export const TemplatePageViewInformation = ({
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
+      {
+        description: msg`Template ID (Legacy)`,
+        value: mapSecondaryIdToTemplateId(template.secondaryId),
+      },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [isMounted, template, userId]);

apps/remix/app/components/tables/admin-organisation-overview-table.tsx

@@ -2,40 +2,49 @@ import { useEffect, useMemo, useState, useTransition } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
 import { ChevronDownIcon, ChevronUpIcon, ChevronsUpDown, Loader } from 'lucide-react';
+import { Link } from 'react-router';
 
 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { DateRange } from '@documenso/lib/types/search-params';
 import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
 import { Input } from '@documenso/ui/primitives/input';
 
-export type SigningVolume = {
-  id: number;
+export type OrganisationOverview = {
+  id: string;
   name: string;
   signingVolume: number;
   createdAt: Date;
-  planId: string;
+  customerId: string;
+  subscriptionStatus?: string;
+  isActive?: boolean;
+  teamCount?: number;
+  memberCount?: number;
 };
 
-type LeaderboardTableProps = {
-  signingVolume: SigningVolume[];
+type OrganisationOverviewTableProps = {
+  organisations: OrganisationOverview[];
   totalPages: number;
   perPage: number;
   page: number;
   sortBy: 'name' | 'createdAt' | 'signingVolume';
   sortOrder: 'asc' | 'desc';
+  dateRange: DateRange;
 };
 
-export const AdminLeaderboardTable = ({
-  signingVolume,
+export const AdminOrganisationOverviewTable = ({
+  organisations,
   totalPages,
   perPage,
   page,
   sortBy,
   sortOrder,
-}: LeaderboardTableProps) => {
+  dateRange,
+}: OrganisationOverviewTableProps) => {
   const { _, i18n } = useLingui();
 
   const [isPending, startTransition] = useTransition();
@@ -67,17 +76,16 @@ export const AdminLeaderboardTable = ({
         cell: ({ row }) => {
           return (
             <div>
-              <a
-                className="text-primary underline"
-                href={`https://dashboard.stripe.com/subscriptions/${row.original.planId}`}
-                target="_blank"
+              <Link
+                className="hover:underline"
+                to={`/admin/organisation-insights/${row.original.id}?dateRange=${dateRange}`}
               >
                 {row.getValue('name')}
-              </a>
+              </Link>
             </div>
           );
         },
-        size: 250,
+        size: 240,
       },
       {
         header: () => (
@@ -85,7 +93,9 @@ export const AdminLeaderboardTable = ({
             className="flex cursor-pointer items-center"
             onClick={() => handleColumnSort('signingVolume')}
           >
-            {_(msg`Signing Volume`)}
+            <span className="whitespace-nowrap">
+              <Trans>Document Volume</Trans>
+            </span>
             {sortBy === 'signingVolume' ? (
               sortOrder === 'asc' ? (
                 <ChevronUpIcon className="ml-2 h-4 w-4" />
@@ -99,6 +109,23 @@ export const AdminLeaderboardTable = ({
         ),
         accessorKey: 'signingVolume',
         cell: ({ row }) => <div>{Number(row.getValue('signingVolume'))}</div>,
+        size: 160,
+      },
+      {
+        header: () => {
+          return <Trans>Teams</Trans>;
+        },
+        accessorKey: 'teamCount',
+        cell: ({ row }) => <div>{Number(row.original.teamCount) || 0}</div>,
+        size: 120,
+      },
+      {
+        header: () => {
+          return <Trans>Members</Trans>;
+        },
+        accessorKey: 'memberCount',
+        cell: ({ row }) => <div>{Number(row.original.memberCount) || 0}</div>,
+        size: 160,
       },
       {
         header: () => {
@@ -107,7 +134,9 @@ export const AdminLeaderboardTable = ({
               className="flex cursor-pointer items-center"
               onClick={() => handleColumnSort('createdAt')}
             >
-              {_(msg`Created`)}
+              <span className="whitespace-nowrap">
+                <Trans>Created</Trans>
+              </span>
               {sortBy === 'createdAt' ? (
                 sortOrder === 'asc' ? (
                   <ChevronUpIcon className="ml-2 h-4 w-4" />
@@ -121,10 +150,11 @@ export const AdminLeaderboardTable = ({
           );
         },
         accessorKey: 'createdAt',
-        cell: ({ row }) => i18n.date(row.original.createdAt),
+        cell: ({ row }) => i18n.date(new Date(row.original.createdAt)),
+        size: 120,
       },
-    ] satisfies DataTableColumnDef<SigningVolume>[];
-  }, [sortOrder, sortBy]);
+    ] satisfies DataTableColumnDef<OrganisationOverview>[];
+  }, [sortOrder, sortBy, dateRange]);
 
   useEffect(() => {
     startTransition(() => {
@@ -169,13 +199,13 @@ export const AdminLeaderboardTable = ({
       <Input
         className="my-6 flex flex-row gap-4"
         type="text"
-        placeholder={_(msg`Search by name or email`)}
+        placeholder={_(msg`Search by organisation name`)}
         value={searchString}
         onChange={handleChange}
       />
       <DataTable
         columns={columns}
-        data={signingVolume}
+        data={organisations}
         perPage={perPage}
         currentPage={page}
         totalPages={totalPages}

apps/remix/app/components/tables/admin-organisations-table.tsx

@@ -93,13 +93,31 @@ export const AdminOrganisationsTable = ({
         ),
       },
       {
-        header: t`Status`,
+        id: 'role',
+        header: t`Role`,
         cell: ({ row }) => (
           <Badge variant="neutral">
             {row.original.owner.id === memberUserId ? t`Owner` : t`Member`}
           </Badge>
         ),
       },
+      {
+        id: 'billingStatus',
+        header: t`Status`,
+        cell: ({ row }) => {
+          const subscription = row.original.subscription;
+          const isPaid = subscription && subscription.status === 'ACTIVE';
+          return (
+            <div
+              className={`inline-flex items-center rounded-full px-2 py-1 text-xs font-medium ${
+                isPaid ? 'bg-green-100 text-green-800' : 'bg-gray-100 text-gray-800'
+              }`}
+            >
+              {isPaid ? t`Paid` : t`Free`}
+            </div>
+          );
+        },
+      },
       {
         header: t`Subscription`,
         cell: ({ row }) =>
@@ -168,7 +186,7 @@ export const AdminOrganisationsTable = ({
         onPaginationChange={onPaginationChange}
         columnVisibility={{
           owner: showOwnerColumn,
-          status: memberUserId !== undefined,
+          role: memberUserId !== undefined,
         }}
         error={{
           enable: isLoadingError,

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

@@ -1,19 +1,14 @@
-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 { CheckCircle, Download, Edit, EyeIcon, Pencil } from 'lucide-react';
 import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
@@ -25,8 +20,6 @@ export type DocumentsTableActionButtonProps = {
 
 export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonProps) => {
   const { user } = useSession();
-  const { toast } = useToast();
-  const { _ } = useLingui();
 
   const team = useCurrentTeam();
 
@@ -44,39 +37,6 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
   const documentsPath = formatDocumentsPath(team.url);
   const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
-  const onDownloadClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query(
-            {
-              documentId: row.id,
-            },
-            {
-              context: {
-                teamId: team?.id?.toString(),
-              },
-            },
-          )
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        throw Error('No document available');
-      }
-
-      await downloadPDF({ documentData, fileName: row.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   // TODO: Consider if want to keep this logic for hiding viewing for CC'ers
   if (recipient?.role === RecipientRole.CC && isComplete === false) {
     return null;
@@ -134,7 +94,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
         <Trans>View</Trans>
       </Button>
     ))
-    .with({ isComplete: true, internalVersion: 2 }, () => (
+    .with({ isComplete: true }, () => (
       <EnvelopeDownloadDialog
         envelopeId={row.envelopeId}
         envelopeStatus={row.status}
@@ -147,11 +107,5 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
         }
       />
     ))
-    .with({ isComplete: true }, () => (
-      <Button className="w-32" onClick={onDownloadClick}>
-        <Download className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
-    ))
     .otherwise(() => <div></div>);
 };

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

@@ -10,7 +10,6 @@ import {
   Download,
   Edit,
   EyeIcon,
-  FileDown,
   FolderInput,
   Loader,
   MoreHorizontal,
@@ -20,12 +19,10 @@ import {
 } from 'lucide-react';
 import { Link } from 'react-router';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
   DropdownMenu,
@@ -34,7 +31,6 @@ import {
   DropdownMenuLabel,
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
 import { DocumentDuplicateDialog } from '~/components/dialogs/document-duplicate-dialog';
@@ -56,7 +52,6 @@ export const DocumentsTableActionDropdown = ({
   const { user } = useSession();
   const team = useCurrentTeam();
 
-  const { toast } = useToast();
   const { _ } = useLingui();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
@@ -76,58 +71,6 @@ export const DocumentsTableActionDropdown = ({
   const documentsPath = formatDocumentsPath(team.url);
   const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
-  const onDownloadClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query({
-            documentId: row.id,
-          })
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: row.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onDownloadOriginalClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query({
-            documentId: row.id,
-          })
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: row.title, version: 'original' });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   const nonSignedRecipients = row.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -178,33 +121,19 @@ export const DocumentsTableActionDropdown = ({
           </Link>
         </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>
+        <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 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" />
@@ -273,7 +202,8 @@ export const DocumentsTableActionDropdown = ({
       />
 
       <DocumentDuplicateDialog
-        id={row.id}
+        id={row.envelopeId}
+        token={recipient?.token}
         open={isDuplicateDialogOpen}
         onOpenChange={setDuplicateDialogOpen}
       />

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

@@ -10,11 +10,9 @@ import { DateTime } from 'luxon';
 import { Link, useSearchParams } from 'react-router';
 import { match } from 'ts-pattern';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import type { TFindInboxResponse } from '@documenso/trpc/server/document-router/find-inbox.types';
 import { Button } from '@documenso/ui/primitives/button';
@@ -28,6 +26,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { DocumentStatus } from '~/components/general/document/document-status';
 import { useOptionalCurrentTeam } from '~/providers/team';
 
+import { EnvelopeDownloadDialog } from '../dialogs/envelope-download-dialog';
 import { StackAvatarsWithTooltip } from '../general/stack-avatars-with-tooltip';
 
 export type DocumentsTableProps = {
@@ -199,28 +198,6 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
     return null;
   }
 
-  const onDownloadClick = async () => {
-    try {
-      const document = await trpcClient.document.getDocumentByToken.query({
-        token: recipient.token,
-      });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        throw Error('No document available');
-      }
-
-      await downloadPDF({ documentData, fileName: row.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   // TODO: Consider if want to keep this logic for hiding viewing for CC'ers
   if (recipient?.role === RecipientRole.CC && isComplete === false) {
     return null;
@@ -230,6 +207,7 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
     isPending,
     isComplete,
     isSigned,
+    internalVersion: row.internalVersion,
   })
     .with({ isPending: true, isSigned: false }, () => (
       <Button className="w-32" asChild>
@@ -263,10 +241,17 @@ export const InboxTableActionButton = ({ row }: InboxTableActionButtonProps) =>
       </Button>
     ))
     .with({ isComplete: true }, () => (
-      <Button className="w-32" onClick={onDownloadClick}>
-        <DownloadIcon className="-ml-1 mr-2 inline h-4 w-4" />
-        <Trans>Download</Trans>
-      </Button>
+      <EnvelopeDownloadDialog
+        envelopeId={row.envelopeId}
+        envelopeStatus={row.status}
+        token={recipient?.token}
+        trigger={
+          <Button className="w-32">
+            <DownloadIcon className="-ml-1 mr-2 inline h-4 w-4" />
+            <Trans>Download</Trans>
+          </Button>
+        }
+      />
     ))
     .otherwise(() => <div></div>);
 };

apps/remix/app/components/tables/organisation-insights-table.tsx

@@ -0,0 +1,287 @@
+import { useTransition } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Building2, Loader, TrendingUp, Users } from 'lucide-react';
+import { Link } from 'react-router';
+import { useNavigation } from 'react-router';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { OrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
+import type { DateRange } from '@documenso/lib/types/search-params';
+import type { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import { Button } from '@documenso/ui/primitives/button';
+import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+
+import { DateRangeFilter } from '~/components/filters/date-range-filter';
+import { DocumentStatus } from '~/components/general/document/document-status';
+
+type OrganisationInsightsTableProps = {
+  insights: OrganisationDetailedInsights;
+  page: number;
+  perPage: number;
+  dateRange: DateRange;
+  view: 'teams' | 'users' | 'documents';
+};
+
+export const OrganisationInsightsTable = ({
+  insights,
+  page,
+  perPage,
+  dateRange,
+  view,
+}: OrganisationInsightsTableProps) => {
+  const { _, i18n } = useLingui();
+  const [isPending, startTransition] = useTransition();
+  const navigation = useNavigation();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const isLoading = isPending || navigation.state === 'loading';
+
+  const onPaginationChange = (newPage: number, newPerPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page: newPage,
+        perPage: newPerPage,
+      });
+    });
+  };
+
+  const handleViewChange = (newView: 'teams' | 'users' | 'documents') => {
+    startTransition(() => {
+      updateSearchParams({
+        view: newView,
+        page: 1,
+      });
+    });
+  };
+
+  const teamsColumns = [
+    {
+      header: _(msg`Team Name`),
+      accessorKey: 'name',
+      cell: ({ row }) => <span className="block max-w-full truncate">{row.getValue('name')}</span>,
+      size: 240,
+    },
+    {
+      header: _(msg`Members`),
+      accessorKey: 'memberCount',
+      cell: ({ row }) => Number(row.getValue('memberCount')),
+      size: 120,
+    },
+    {
+      header: _(msg`Documents`),
+      accessorKey: 'documentCount',
+      cell: ({ row }) => Number(row.getValue('documentCount')),
+      size: 140,
+    },
+    {
+      header: _(msg`Created`),
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(new Date(row.getValue('createdAt'))),
+      size: 160,
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.teams)[number]>[];
+
+  const usersColumns = [
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Name`)}</span>,
+      accessorKey: 'name',
+      cell: ({ row }) => (
+        <Link
+          className="block max-w-full truncate hover:underline"
+          to={`/admin/users/${row.original.id}`}
+        >
+          {(row.getValue('name') as string) || (row.getValue('email') as string)}
+        </Link>
+      ),
+      size: 220,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Email`)}</span>,
+      accessorKey: 'email',
+      cell: ({ row }) => <span className="block max-w-full truncate">{row.getValue('email')}</span>,
+      size: 260,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Documents Created`)}</span>,
+      accessorKey: 'documentCount',
+      cell: ({ row }) => Number(row.getValue('documentCount')),
+      size: 180,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Documents Completed`)}</span>,
+      accessorKey: 'signedDocumentCount',
+      cell: ({ row }) => Number(row.getValue('signedDocumentCount')),
+      size: 180,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Joined`)}</span>,
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(new Date(row.getValue('createdAt'))),
+      size: 160,
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.users)[number]>[];
+
+  const documentsColumns = [
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Title`)}</span>,
+      accessorKey: 'title',
+      cell: ({ row }) => (
+        <Link
+          className="block max-w-[200px] truncate hover:underline"
+          to={`/admin/documents/${row.original.id}`}
+          title={row.getValue('title') as string}
+        >
+          {row.getValue('title')}
+        </Link>
+      ),
+      size: 200,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Status`)}</span>,
+      accessorKey: 'status',
+      cell: ({ row }) => (
+        <DocumentStatus status={row.getValue('status') as ExtendedDocumentStatus} />
+      ),
+      size: 120,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Team`)}</span>,
+      accessorKey: 'teamName',
+      cell: ({ row }) => (
+        <span className="block max-w-[150px] truncate" title={row.getValue('teamName') as string}>
+          {row.getValue('teamName')}
+        </span>
+      ),
+      size: 150,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Created`)}</span>,
+      accessorKey: 'createdAt',
+      cell: ({ row }) => i18n.date(new Date(row.getValue('createdAt'))),
+      size: 140,
+    },
+    {
+      header: () => <span className="whitespace-nowrap">{_(msg`Completed`)}</span>,
+      accessorKey: 'completedAt',
+      cell: ({ row }) => {
+        const completedAt = row.getValue('completedAt') as Date | null;
+
+        return completedAt ? i18n.date(new Date(completedAt)) : '-';
+      },
+      size: 140,
+    },
+  ] satisfies DataTableColumnDef<(typeof insights.documents)[number]>[];
+
+  const getCurrentData = (): unknown[] => {
+    switch (view) {
+      case 'teams':
+        return insights.teams;
+      case 'users':
+        return insights.users;
+      case 'documents':
+        return insights.documents;
+      default:
+        return [];
+    }
+  };
+
+  const getCurrentColumns = (): DataTableColumnDef<unknown>[] => {
+    switch (view) {
+      case 'teams':
+        return teamsColumns as unknown as DataTableColumnDef<unknown>[];
+      case 'users':
+        return usersColumns as unknown as DataTableColumnDef<unknown>[];
+      case 'documents':
+        return documentsColumns as unknown as DataTableColumnDef<unknown>[];
+      default:
+        return [];
+    }
+  };
+
+  return (
+    <div className="relative">
+      {insights.summary && (
+        <div className="mb-6 grid grid-cols-2 gap-4 md:grid-cols-3">
+          <SummaryCard icon={Building2} title={_(msg`Teams`)} value={insights.summary.totalTeams} />
+          <SummaryCard icon={Users} title={_(msg`Members`)} value={insights.summary.totalMembers} />
+          <SummaryCard
+            icon={TrendingUp}
+            title={_(msg`Documents Completed`)}
+            value={insights.summary.volumeThisPeriod}
+          />
+        </div>
+      )}
+
+      <div className="mb-6 flex items-center justify-between">
+        <div className="flex gap-2">
+          <Button
+            variant={view === 'teams' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('teams')}
+            disabled={isLoading}
+          >
+            {_(msg`Teams`)}
+          </Button>
+          <Button
+            variant={view === 'users' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('users')}
+            disabled={isLoading}
+          >
+            {_(msg`Users`)}
+          </Button>
+          <Button
+            variant={view === 'documents' ? 'default' : 'outline'}
+            onClick={() => handleViewChange('documents')}
+            disabled={isLoading}
+          >
+            {_(msg`Documents`)}
+          </Button>
+        </div>
+        <DateRangeFilter currentRange={dateRange} />
+      </div>
+
+      <div className={view === 'documents' ? 'overflow-hidden' : undefined}>
+        <DataTable<unknown, unknown>
+          columns={getCurrentColumns()}
+          data={getCurrentData()}
+          perPage={perPage}
+          currentPage={page}
+          totalPages={insights.totalPages}
+          onPaginationChange={onPaginationChange}
+        >
+          {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+        </DataTable>
+      </div>
+
+      {isLoading && (
+        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
+          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        </div>
+      )}
+    </div>
+  );
+};
+
+const SummaryCard = ({
+  icon: Icon,
+  title,
+  value,
+  subtitle,
+}: {
+  icon: React.ComponentType<{ className?: string }>;
+  title: string;
+  value: number;
+  subtitle?: string;
+}) => (
+  <div className="bg-card flex items-start gap-x-2 rounded-lg border px-4 py-3">
+    <Icon className="text-muted-foreground h-4 w-4 items-start" />
+    <div className="-mt-0.5 space-y-2">
+      <p className="text-muted-foreground text-sm font-medium">{title}</p>
+      <p className="text-2xl font-bold">{value}</p>
+      {subtitle && <p className="text-muted-foreground text-xs">{subtitle}</p>}
+    </div>
+  </div>
+);

apps/remix/app/components/tables/user-organisations-table.tsx

@@ -56,7 +56,14 @@ export const UserOrganisationsTable = () => {
               avatarFallback={row.original.name.slice(0, 1).toUpperCase()}
               primaryText={
                 <span className="text-foreground/80 font-semibold">
-                  {isPersonalLayoutMode ? _(msg`Personal`) : row.original.name}
+                  {isPersonalLayoutMode
+                    ? _(
+                        msg({
+                          message: `Personal`,
+                          context: `Personal organisation (adjective)`,
+                        }),
+                      )
+                    : row.original.name}
                 </span>
               }
               secondaryText={

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

@@ -88,14 +88,12 @@ export default function Layout({ loaderData, params, matches }: Route.ComponentP
             ? {
                 heading: msg`Organisation not found`,
                 subHeading: msg`404 Organisation not found`,
-                message: msg`The organisation you are looking for may have been removed, renamed or may have never
-                  existed.`,
+                message: msg`The organisation you are looking for may have been removed, renamed or may have never existed.`,
               }
             : {
                 heading: msg`Team not found`,
                 subHeading: msg`404 Team not found`,
-                message: msg`The team you are looking for may have been removed, renamed or may have never
-                  existed.`,
+                message: msg`The team you are looking for may have been removed, renamed or may have never existed.`,
               },
         }}
         primaryButton={
@@ -116,7 +114,7 @@ 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+/_layout.tsx

@@ -114,13 +114,13 @@ export default function AdminLayout() {
             variant="ghost"
             className={cn(
               'justify-start md:w-full',
-              pathname?.startsWith('/admin/leaderboard') && 'bg-secondary',
+              pathname?.startsWith('/admin/organisation-insights') && 'bg-secondary',
             )}
             asChild
           >
-            <Link to="/admin/leaderboard">
+            <Link to="/admin/organisation-insights">
               <Trophy className="mr-2 h-5 w-5" />
-              <Trans>Leaderboard</Trans>
+              <Trans>Organisation Insights</Trans>
             </Link>
           </Button>
 
@@ -128,7 +128,7 @@ export default function AdminLayout() {
             variant="ghost"
             className={cn(
               'justify-start md:w-full',
-              pathname?.startsWith('/admin/banner') && 'bg-secondary',
+              pathname?.startsWith('/admin/site-settings') && 'bg-secondary',
             )}
             asChild
           >

apps/remix/app/routes/_authenticated+/admin+/leaderboard.tsx

@@ -1,77 +0,0 @@
-import { Trans } from '@lingui/react/macro';
-
-import { getSigningVolume } from '@documenso/lib/server-only/admin/get-signing-volume';
-
-import {
-  AdminLeaderboardTable,
-  type SigningVolume,
-} from '~/components/tables/admin-leaderboard-table';
-
-import type { Route } from './+types/leaderboard';
-
-export async function loader({ request }: Route.LoaderArgs) {
-  const url = new URL(request.url);
-
-  const rawSortBy = url.searchParams.get('sortBy') || 'signingVolume';
-  const rawSortOrder = url.searchParams.get('sortOrder') || 'desc';
-
-  // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-  const sortOrder = (['asc', 'desc'].includes(rawSortOrder) ? rawSortOrder : 'desc') as
-    | 'asc'
-    | 'desc';
-  // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
-  const sortBy = (
-    ['name', 'createdAt', 'signingVolume'].includes(rawSortBy) ? rawSortBy : 'signingVolume'
-  ) as 'name' | 'createdAt' | 'signingVolume';
-
-  const page = Number(url.searchParams.get('page')) || 1;
-  const perPage = Number(url.searchParams.get('perPage')) || 10;
-  const search = url.searchParams.get('search') || '';
-
-  const { leaderboard, totalPages } = await getSigningVolume({
-    search,
-    page,
-    perPage,
-    sortBy,
-    sortOrder,
-  });
-
-  const typedSigningVolume: SigningVolume[] = leaderboard.map((item) => ({
-    ...item,
-    name: item.name || '',
-    createdAt: item.createdAt || new Date(),
-  }));
-
-  return {
-    signingVolume: typedSigningVolume,
-    totalPages,
-    page,
-    perPage,
-    sortBy,
-    sortOrder,
-  };
-}
-
-export default function Leaderboard({ loaderData }: Route.ComponentProps) {
-  const { signingVolume, totalPages, page, perPage, sortBy, sortOrder } = loaderData;
-
-  return (
-    <div>
-      <div className="flex items-center">
-        <h2 className="text-4xl font-semibold">
-          <Trans>Signing Volume</Trans>
-        </h2>
-      </div>
-      <div className="mt-8">
-        <AdminLeaderboardTable
-          signingVolume={signingVolume}
-          totalPages={totalPages}
-          page={page}
-          perPage={perPage}
-          sortBy={sortBy}
-          sortOrder={sortOrder}
-        />
-      </div>
-    </div>
-  );
-}

apps/remix/app/routes/_authenticated+/admin+/organisation-insights.$id.tsx

@@ -0,0 +1,59 @@
+import { getOrganisationDetailedInsights } from '@documenso/lib/server-only/admin/get-organisation-detailed-insights';
+import type { DateRange } from '@documenso/lib/types/search-params';
+import { getAdminOrganisation } from '@documenso/trpc/server/admin-router/get-admin-organisation';
+
+import { OrganisationInsightsTable } from '~/components/tables/organisation-insights-table';
+
+import type { Route } from './+types/organisation-insights.$id';
+
+export async function loader({ params, request }: Route.LoaderArgs) {
+  const { id } = params;
+  const url = new URL(request.url);
+
+  const page = Number(url.searchParams.get('page')) || 1;
+  const perPage = Number(url.searchParams.get('perPage')) || 10;
+  const dateRange = (url.searchParams.get('dateRange') || 'last30days') as DateRange;
+  const view = (url.searchParams.get('view') || 'teams') as 'teams' | 'users' | 'documents';
+
+  const [insights, organisation] = await Promise.all([
+    getOrganisationDetailedInsights({
+      organisationId: id,
+      page,
+      perPage,
+      dateRange,
+      view,
+    }),
+    getAdminOrganisation({ organisationId: id }),
+  ]);
+
+  return {
+    organisationId: id,
+    organisationName: organisation.name,
+    insights,
+    page,
+    perPage,
+    dateRange,
+    view,
+  };
+}
+
+export default function OrganisationInsights({ loaderData }: Route.ComponentProps) {
+  const { insights, page, perPage, dateRange, view, organisationName } = loaderData;
+
+  return (
+    <div>
+      <div className="flex items-center justify-between">
+        <h2 className="text-4xl font-semibold">{organisationName}</h2>
+      </div>
+      <div className="mt-8">
+        <OrganisationInsightsTable
+          insights={insights}
+          page={page}
+          perPage={perPage}
+          dateRange={dateRange}
+          view={view}
+        />
+      </div>
+    </div>
+  );
+}

apps/remix/app/routes/_authenticated+/admin+/organisation-insights._index.tsx

@@ -0,0 +1,91 @@
+import { Trans } from '@lingui/react/macro';
+
+import { getOrganisationInsights } from '@documenso/lib/server-only/admin/get-signing-volume';
+import type { DateRange } from '@documenso/lib/types/search-params';
+
+import { DateRangeFilter } from '~/components/filters/date-range-filter';
+import {
+  AdminOrganisationOverviewTable,
+  type OrganisationOverview,
+} from '~/components/tables/admin-organisation-overview-table';
+
+import type { Route } from './+types/organisation-insights._index';
+
+export async function loader({ request }: Route.LoaderArgs) {
+  const url = new URL(request.url);
+
+  const rawSortBy = url.searchParams.get('sortBy') || 'signingVolume';
+  const rawSortOrder = url.searchParams.get('sortOrder') || 'desc';
+
+  const isSortOrder = (value: string): value is 'asc' | 'desc' =>
+    value === 'asc' || value === 'desc';
+  const isSortBy = (value: string): value is 'name' | 'createdAt' | 'signingVolume' =>
+    value === 'name' || value === 'createdAt' || value === 'signingVolume';
+
+  const sortOrder: 'asc' | 'desc' = isSortOrder(rawSortOrder) ? rawSortOrder : 'desc';
+  const sortBy: 'name' | 'createdAt' | 'signingVolume' = isSortBy(rawSortBy)
+    ? rawSortBy
+    : 'signingVolume';
+
+  const page = Number(url.searchParams.get('page')) || 1;
+  const perPage = Number(url.searchParams.get('perPage')) || 10;
+  const search = url.searchParams.get('search') || '';
+  const dateRange = (url.searchParams.get('dateRange') || 'last30days') as DateRange;
+
+  const { organisations, totalPages } = await getOrganisationInsights({
+    search,
+    page,
+    perPage,
+    sortBy,
+    sortOrder,
+    dateRange,
+  });
+
+  const typedOrganisations: OrganisationOverview[] = organisations.map((item) => ({
+    id: String(item.id),
+    name: item.name || '',
+    signingVolume: item.signingVolume,
+    createdAt: item.createdAt || new Date(),
+    customerId: item.customerId || '',
+    subscriptionStatus: item.subscriptionStatus,
+    teamCount: item.teamCount || 0,
+    memberCount: item.memberCount || 0,
+  }));
+
+  return {
+    organisations: typedOrganisations,
+    totalPages,
+    page,
+    perPage,
+    sortBy,
+    sortOrder,
+    dateRange,
+  };
+}
+
+export default function Organisations({ loaderData }: Route.ComponentProps) {
+  const { organisations, totalPages, page, perPage, sortBy, sortOrder, dateRange } = loaderData;
+
+  return (
+    <div>
+      <div className="flex items-center justify-between">
+        <h2 className="text-4xl font-semibold">
+          <Trans>Organisation Insights</Trans>
+        </h2>
+        <DateRangeFilter currentRange={dateRange} />
+      </div>
+
+      <div className="mt-8">
+        <AdminOrganisationOverviewTable
+          organisations={organisations}
+          totalPages={totalPages}
+          page={page}
+          perPage={perPage}
+          sortBy={sortBy}
+          sortOrder={sortOrder}
+          dateRange={dateRange}
+        />
+      </div>
+    </div>
+  );
+}

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]);
@@ -157,8 +142,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
           404: {
             heading: msg`Organisation not found`,
             subHeading: msg`404 Organisation not found`,
-            message: msg`The organisation you are looking for may have been removed, renamed or may have never
-                    existed.`,
+            message: msg`The organisation you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={

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

@@ -59,8 +59,7 @@ export default function UserPage({ params }: { params: { id: number } }) {
           404: {
             heading: msg`User not found`,
             subHeading: msg`404 User not found`,
-            message: msg`The user you are looking for may have been removed, renamed or may have never
-                    existed.`,
+            message: msg`The user you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={

apps/remix/app/routes/_authenticated+/o.$orgUrl.settings.email-domains.$id.tsx

@@ -117,8 +117,7 @@ export default function OrganisationEmailDomainSettingsPage({ params }: Route.Co
           404: {
             heading: msg`Email domain not found`,
             subHeading: msg`404 Email domain not found`,
-            message: msg`The email domain you are looking for may have been removed, renamed or may have never
-                    existed.`,
+            message: msg`The email domain you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={

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

@@ -89,8 +89,7 @@ export default function OrganisationGroupSettingsPage({ params }: Route.Componen
           404: {
             heading: msg`Organisation group not found`,
             subHeading: msg`404 Organisation group not found`,
-            message: msg`The organisation group you are looking for may have been removed, renamed or may have never
-                    existed.`,
+            message: msg`The organisation group you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={

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

@@ -60,8 +60,7 @@ export default function Layout() {
           404: {
             heading: msg`Team not found`,
             subHeading: msg`404 Team not found`,
-            message: msg`The team you are looking for may have been removed, renamed or may have never
-                existed.`,
+            message: msg`The team you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={

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

@@ -71,8 +71,7 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Not found`,
             subHeading: msg`404 Not found`,
-            message: msg`The document you are looking for may have been removed, renamed or may have never
-                  existed.`,
+            message: msg`The document you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={
@@ -127,7 +126,11 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
                   position="bottom"
                 >
                   <span>
-                    <Trans>{envelope.recipients.length} Recipient(s)</Trans>
+                    <Plural
+                      value={envelope.recipients.length}
+                      one="# Recipient"
+                      other="# Recipients"
+                    />
                   </span>
                 </StackAvatarsWithTooltip>
               </div>
@@ -147,7 +150,13 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
           <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
             <EnvelopeRenderProvider
               envelope={envelope}
-              fields={envelope.status == DocumentStatus.COMPLETED ? [] : envelope.fields}
+              token={undefined}
+              fields={envelope.fields}
+              recipients={envelope.recipients}
+              overrideSettings={{
+                showRecipientSigningStatus: true,
+                showRecipientTooltip: true,
+              }}
             >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />
@@ -155,7 +164,10 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
 
               <Card className="rounded-xl before:rounded-xl" gradient>
                 <CardContent className="p-2">
-                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                  <PDFViewerKonvaLazy
+                    renderer="preview"
+                    customPageRenderer={EnvelopeGenericPageRenderer}
+                  />
                 </CardContent>
               </Card>
             </EnvelopeRenderProvider>
@@ -177,9 +189,10 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
               )}
 
               <PDFViewer
-                document={envelope}
+                envelopeItem={envelope.envelopeItems[0]}
+                token={undefined}
                 key={envelope.envelopeItems[0].id}
-                documentData={envelope.envelopeItems[0].documentData}
+                version="signed"
               />
             </CardContent>
           </Card>

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

@@ -82,8 +82,7 @@ export default function EnvelopeEditorPage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Not found`,
             subHeading: msg`404 Not found`,
-            message: msg`The document you are looking for may have been removed, renamed or may have never
-                  existed.`,
+            message: msg`The document you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={
@@ -99,7 +98,12 @@ export default function EnvelopeEditorPage({ params }: Route.ComponentProps) {
 
   return (
     <EnvelopeEditorProvider initialEnvelope={envelope}>
-      <EnvelopeRenderProvider envelope={envelope}>
+      <EnvelopeRenderProvider
+        envelope={envelope}
+        token={undefined}
+        fields={envelope.fields}
+        recipients={envelope.recipients}
+      >
         <EnvelopeEditor />
       </EnvelopeRenderProvider>
     </EnvelopeEditorProvider>

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

@@ -1,6 +1,7 @@
 import { useEffect, useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { FolderType, OrganisationType } from '@prisma/client';
 import { useParams, useSearchParams } from 'react-router';
 import { Link } from 'react-router';
@@ -18,9 +19,9 @@ import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/av
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 
 import { DocumentMoveToFolderDialog } from '~/components/dialogs/document-move-to-folder-dialog';
-import { DocumentDropZoneWrapper } from '~/components/general/document/document-drop-zone-wrapper';
 import { DocumentSearch } from '~/components/general/document/document-search';
 import { DocumentStatus } from '~/components/general/document/document-status';
+import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-drop-zone-wrapper';
 import { FolderGrid } from '~/components/general/folder/folder-grid';
 import { PeriodSelector } from '~/components/general/period-selector';
 import { DocumentsTable } from '~/components/tables/documents-table';
@@ -108,9 +109,8 @@ export default function DocumentsPage() {
     }
   }, [data?.stats]);
 
-  // Todo: Envelopes - Change the dropzone wrapper to create to V2 documents after we're ready.
   return (
-    <DocumentDropZoneWrapper>
+    <EnvelopeDropZoneWrapper type={EnvelopeType.DOCUMENT}>
       <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
         <FolderGrid type={FolderType.DOCUMENT} parentId={folderId ?? null} />
 
@@ -210,6 +210,6 @@ export default function DocumentsPage() {
           />
         )}
       </div>
-    </DocumentDropZoneWrapper>
+    </EnvelopeDropZoneWrapper>
   );
 }

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

@@ -109,8 +109,7 @@ export default function WebhookPage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Webhook not found`,
             subHeading: msg`404 Webhook not found`,
-            message: msg`The webhook you are looking for may have been removed, renamed or may have never
-                    existed.`,
+            message: msg`The webhook you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={

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

@@ -66,8 +66,7 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
           404: {
             heading: msg`Not found`,
             subHeading: msg`404 Not found`,
-            message: msg`The template you are looking for may have been removed, renamed or may have never
-                  existed.`,
+            message: msg`The template you are looking for may have been removed, renamed or may have never existed.`,
           },
         }}
         primaryButton={
@@ -168,14 +167,25 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
       <div className="mt-6 grid w-full grid-cols-12 gap-8">
         {envelope.internalVersion === 2 ? (
           <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
-            <EnvelopeRenderProvider envelope={envelope} fields={envelope.fields}>
+            <EnvelopeRenderProvider
+              envelope={envelope}
+              token={undefined}
+              fields={envelope.fields}
+              recipients={envelope.recipients}
+              overrideSettings={{
+                showRecipientTooltip: true,
+              }}
+            >
               {isMultiEnvelopeItem && (
                 <EnvelopeRendererFileSelector fields={envelope.fields} className="mb-4 p-0" />
               )}
 
               <Card className="rounded-xl before:rounded-xl" gradient>
                 <CardContent className="p-2">
-                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                  <PDFViewerKonvaLazy
+                    renderer="preview"
+                    customPageRenderer={EnvelopeGenericPageRenderer}
+                  />
                 </CardContent>
               </Card>
             </EnvelopeRenderProvider>
@@ -196,9 +206,10 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
               />
 
               <PDFViewer
-                document={envelope}
+                envelopeItem={envelope.envelopeItems[0]}
+                token={undefined}
+                version="signed"
                 key={envelope.envelopeItems[0].id}
-                documentData={envelope.envelopeItems[0].documentData}
               />
             </CardContent>
           </Card>

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

@@ -1,4 +1,5 @@
 import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
 import { Bird } from 'lucide-react';
 import { useParams, useSearchParams } from 'react-router';
 
@@ -8,8 +9,8 @@ import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/t
 import { trpc } from '@documenso/trpc/react';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 
+import { EnvelopeDropZoneWrapper } from '~/components/general/envelope/envelope-drop-zone-wrapper';
 import { FolderGrid } from '~/components/general/folder/folder-grid';
-import { TemplateDropZoneWrapper } from '~/components/general/template/template-drop-zone-wrapper';
 import { TemplatesTable } from '~/components/tables/templates-table';
 import { useCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -37,7 +38,7 @@ export default function TemplatesPage() {
   });
 
   return (
-    <TemplateDropZoneWrapper>
+    <EnvelopeDropZoneWrapper type={EnvelopeType.TEMPLATE}>
       <div className="mx-auto max-w-screen-xl px-4 md:px-8">
         <FolderGrid type={FolderType.TEMPLATE} parentId={folderId ?? null} />
 
@@ -85,6 +86,6 @@ export default function TemplatesPage() {
           </div>
         </div>
       </div>
-    </TemplateDropZoneWrapper>
+    </EnvelopeDropZoneWrapper>
   );
 }

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

@@ -8,7 +8,6 @@ import { EnvelopeRenderProvider } from '@documenso/lib/client-only/providers/env
 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 { getEnvelopeRequiredAccessData } from '@documenso/lib/server-only/envelope/get-envelope-required-access-data';
 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';
@@ -98,15 +97,12 @@ const handleV2Loader = async ({ params, request }: Route.LoaderArgs) => {
         envelopeForSigning,
       } as const;
     })
-    .catch(async (e) => {
+    .catch((e) => {
       const error = AppError.parseError(e);
 
       if (error.code === AppErrorCode.UNAUTHORIZED) {
-        const requiredAccessData = await getEnvelopeRequiredAccessData({ token });
-
         return {
           isDocumentAccessValid: false,
-          ...requiredAccessData,
         } as const;
       }
 
@@ -188,6 +184,7 @@ const DirectSigningPageV1 = ({ data }: { data: Awaited<ReturnType<typeof handleV
       <DocumentSigningAuthProvider
         documentAuthOptions={template.authOptions}
         recipient={directTemplateRecipient}
+        isDirectTemplate={true}
         user={user}
       >
         <>
@@ -226,20 +223,21 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
   const user = sessionData?.user;
 
   if (!data.isDocumentAccessValid) {
-    return (
-      <DocumentSigningAuthPageView
-        email={data.recipientEmail}
-        emailHasAccount={!!data.recipientHasAccount}
-      />
-    );
+    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={''} // Doing this allows us to let users change the email if they want to.
+      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}
     >
@@ -248,7 +246,7 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
         recipient={recipient}
         user={user}
       >
-        <EnvelopeRenderProvider envelope={envelope}>
+        <EnvelopeRenderProvider envelope={envelope} token={recipient.token}>
           <DocumentSigningPageViewV2 />
         </EnvelopeRenderProvider>
       </DocumentSigningAuthProvider>

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

@@ -492,7 +492,7 @@ const SigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV2Loade
         recipient={recipient}
         user={user}
       >
-        <EnvelopeRenderProvider envelope={envelope}>
+        <EnvelopeRenderProvider envelope={envelope} token={recipient.token}>
           <DocumentSigningPageViewV2 />
         </EnvelopeRenderProvider>
       </DocumentSigningAuthProvider>

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

@@ -1,10 +1,9 @@
 import { useEffect } from 'react';
 
-import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus, FieldType, RecipientRole } from '@prisma/client';
-import { CheckCircle2, Clock8, FileSearch } from 'lucide-react';
+import { CheckCircle2, Clock8, DownloadIcon } from 'lucide-react';
 import { Link, useRevalidator } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -20,14 +19,13 @@ import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-emai
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { env } from '@documenso/lib/utils/env';
 import type { Document } from '@documenso/prisma/types/document-legacy-schema';
-import DocumentDialog from '@documenso/ui/components/document/document-dialog';
-import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 import { cn } from '@documenso/ui/lib/utils';
 import { Badge } from '@documenso/ui/primitives/badge';
 import { Button } from '@documenso/ui/primitives/button';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
 import { ClaimAccount } from '~/components/general/claim-account';
 import { DocumentSigningAuthPageView } from '~/components/general/document-signing/document-signing-auth-page';
 
@@ -207,24 +205,16 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
           <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
             <DocumentShareButton documentId={document.id} token={recipient.token} />
 
-            {isDocumentCompleted(document.status) ? (
-              <DocumentDownloadButton
-                className="flex-1"
-                fileName={document.title}
-                documentData={document.documentData}
-                disabled={!isDocumentCompleted(document.status)}
-              />
-            ) : (
-              <DocumentDialog
-                documentData={document.documentData}
+            {isDocumentCompleted(document.status) && (
+              <EnvelopeDownloadDialog
+                envelopeId={document.envelopeId}
+                envelopeStatus={document.status}
+                envelopeItems={document.envelopeItems}
+                token={recipient?.token}
                 trigger={
-                  <Button
-                    className="text-[11px]"
-                    title={_(msg`Signatures will appear once the document has been completed`)}
-                    variant="outline"
-                  >
-                    <FileSearch className="mr-2 h-5 w-5" strokeWidth={1.7} />
-                    <Trans>View Original Document</Trans>
+                  <Button type="button" variant="outline" className="flex-1">
+                    <DownloadIcon className="mr-2 h-5 w-5" />
+                    <Trans>Download</Trans>
                   </Button>
                 }
               />