v1.13.1

This PR is handles the changes required to support envelopes. The new
envelope editor/signing page will be hidden during release.

The core changes here is to migrate the documents and templates model to
a centralized envelopes model.

Even though Documents and Templates are removed, from the user
perspective they will still exist as we remap envelopes to documents and
templates.

.env.example

@@ -13,6 +13,10 @@ NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 # https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#google-oauth-gmail
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
 NEXT_PRIVATE_GOOGLE_CLIENT_SECRET=""
+# Find documentation on setting up Microsoft OAuth here:
+# https://docs.documenso.com/developers/self-hosting/setting-up-oauth-providers#microsoft-oauth-azure-ad
+NEXT_PRIVATE_MICROSOFT_CLIENT_ID=""
+NEXT_PRIVATE_MICROSOFT_CLIENT_SECRET=""
 
 NEXT_PRIVATE_OIDC_WELL_KNOWN=""
 NEXT_PRIVATE_OIDC_CLIENT_ID=""

.gitignore

@@ -56,4 +56,7 @@ logs.json
 
 # claude
 .claude
-CLAUDE.md
+CLAUDE.md
+
+# agents
+.specs

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

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

apps/openpage-api/lib/growth/get-monthly-completed-document.ts

@@ -1,4 +1,4 @@
-import { DocumentStatus } from '@prisma/client';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
@@ -7,18 +7,19 @@ import { addZeroMonth } from '../add-zero-month';
 
 export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely
-    .selectFrom('Document')
+    .selectFrom('Envelope')
     .select(({ fn }) => [
-      fn<Date>('DATE_TRUNC', [sql.lit('MONTH'), 'Document.updatedAt']).as('month'),
+      fn<Date>('DATE_TRUNC', [sql.lit('MONTH'), 'Envelope.updatedAt']).as('month'),
       fn.count('id').as('count'),
       fn
         .sum(fn.count('id'))
         // Feels like a bug in the Kysely extension but I just can not do this orderBy in a type-safe manner
         // eslint-disable-next-line @typescript-eslint/consistent-type-assertions, @typescript-eslint/no-explicit-any
-        .over((ob) => ob.orderBy(fn('DATE_TRUNC', [sql.lit('MONTH'), 'Document.updatedAt']) as any))
+        .over((ob) => ob.orderBy(fn('DATE_TRUNC', [sql.lit('MONTH'), 'Envelope.updatedAt']) as any))
         .as('cume_count'),
     ])
-    .where(() => sql`"Document"."status" = ${DocumentStatus.COMPLETED}::"DocumentStatus"`)
+    .where(() => sql`"Envelope"."status" = ${DocumentStatus.COMPLETED}::"DocumentStatus"`)
+    .where(() => sql`"Envelope"."type" = ${EnvelopeType.DOCUMENT}::"EnvelopeType"`)
     .groupBy('month')
     .orderBy('month', 'desc')
     .limit(12);

apps/remix/app/components/dialogs/admin-document-delete-dialog.tsx

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document } from '@prisma/client';
 import { useNavigate } from 'react-router';
 
 import { trpc } from '@documenso/trpc/react';
@@ -22,10 +21,10 @@ import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminDocumentDeleteDialogProps = {
-  document: Document;
+  envelopeId: string;
 };
 
-export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialogProps) => {
+export const AdminDocumentDeleteDialog = ({ envelopeId }: AdminDocumentDeleteDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
@@ -42,7 +41,7 @@ export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialo
         return;
       }
 
-      await deleteDocument({ id: document.id, reason });
+      await deleteDocument({ id: envelopeId, reason });
 
       toast({
         title: _(msg`Document deleted`),

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

@@ -57,14 +57,14 @@ export const DocumentDuplicateDialog = ({
 
   const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
     trpcReact.document.duplicate.useMutation({
-      onSuccess: async ({ documentId }) => {
+      onSuccess: async ({ id }) => {
         toast({
           title: _(msg`Document Duplicated`),
           description: _(msg`Your document has been successfully duplicated.`),
           duration: 5000,
         });
 
-        await navigate(`${documentsPath}/${documentId}/edit`);
+        await navigate(`${documentsPath}/${id}/edit`);
         onOpenChange(false);
       },
     });

apps/remix/app/components/dialogs/document-move-to-folder-dialog.tsx

@@ -71,7 +71,7 @@ export const DocumentMoveToFolderDialog = ({
     },
   });
 
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
     {
       parentId: currentFolderId,
       type: FolderType.DOCUMENT,
@@ -81,7 +81,7 @@ export const DocumentMoveToFolderDialog = ({
     },
   );
 
-  const { mutateAsync: moveDocumentToFolder } = trpc.folder.moveDocumentToFolder.useMutation();
+  const { mutateAsync: updateDocument } = trpc.document.update.useMutation();
 
   useEffect(() => {
     if (!open) {
@@ -94,9 +94,11 @@ export const DocumentMoveToFolderDialog = ({
 
   const onSubmit = async (data: TMoveDocumentFormSchema) => {
     try {
-      await moveDocumentToFolder({
+      await updateDocument({
         documentId,
-        folderId: data.folderId ?? null,
+        data: {
+          folderId: data.folderId ?? null,
+        },
       });
 
       const documentsPath = formatDocumentsPath(team.url);

apps/remix/app/components/dialogs/document-resend-dialog.tsx

@@ -4,15 +4,15 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { type Recipient, SigningStatus } from '@prisma/client';
+import { type Recipient, SigningStatus, type Team, type User } from '@prisma/client';
 import { History } from 'lucide-react';
 import { useForm, useWatch } from 'react-hook-form';
 import * as z from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
-import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import type { Document } from '@documenso/prisma/types/document-legacy-schema';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -43,7 +43,11 @@ import { StackAvatar } from '../general/stack-avatar';
 const FORM_ID = 'resend-email';
 
 export type DocumentResendDialogProps = {
-  document: TDocumentRow;
+  document: Pick<Document, 'id' | 'userId' | 'teamId' | 'status'> & {
+    user: Pick<User, 'id' | 'name' | 'email'>;
+    recipients: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
+  };
   recipients: Recipient[];
 };
 

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

@@ -0,0 +1,449 @@
+import { useMemo, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import {
+  DocumentDistributionMethod,
+  DocumentStatus,
+  EnvelopeType,
+  type Field,
+  FieldType,
+  type Recipient,
+  RecipientRole,
+} from '@prisma/client';
+import { AnimatePresence, motion } from 'framer-motion';
+import { InfoIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+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 { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EnvelopeDistributeDialogProps = {
+  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
+    recipients: Recipient[];
+    fields: Field[];
+  };
+  trigger?: React.ReactNode;
+};
+
+export const ZEnvelopeDistributeFormSchema = z.object({
+  meta: z.object({
+    emailId: z.string().nullable(),
+    emailReplyTo: z.preprocess(
+      (val) => (val === '' ? undefined : val),
+      z.string().email().optional(),
+    ),
+    subject: z.string(),
+    message: z.string(),
+    distributionMethod: z
+      .nativeEnum(DocumentDistributionMethod)
+      .optional()
+      .default(DocumentDistributionMethod.EMAIL),
+  }),
+});
+
+export type TEnvelopeDistributeFormSchema = z.infer<typeof ZEnvelopeDistributeFormSchema>;
+
+export const EnvelopeDistributeDialog = ({ envelope, trigger }: EnvelopeDistributeDialogProps) => {
+  const organisation = useCurrentOrganisation();
+
+  const recipients = envelope.recipients;
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { mutateAsync: distributeEnvelope } = trpcReact.envelope.distribute.useMutation();
+
+  const form = useForm<TEnvelopeDistributeFormSchema>({
+    defaultValues: {
+      meta: {
+        emailId: envelope.documentMeta?.emailId ?? null,
+        emailReplyTo: envelope.documentMeta?.emailReplyTo || undefined,
+        subject: envelope.documentMeta?.subject ?? '',
+        message: envelope.documentMeta?.message ?? '',
+        distributionMethod:
+          envelope.documentMeta?.distributionMethod || DocumentDistributionMethod.EMAIL,
+      },
+    },
+    resolver: zodResolver(ZEnvelopeDistributeFormSchema),
+  });
+
+  const {
+    handleSubmit,
+    setValue,
+    watch,
+    formState: { isSubmitting },
+  } = form;
+
+  const { data: emailData, isLoading: isLoadingEmails } =
+    trpc.enterprise.organisation.email.find.useQuery({
+      organisationId: organisation.id,
+      perPage: 100,
+    });
+
+  const emails = emailData?.data || [];
+
+  const distributionMethod = watch('meta.distributionMethod');
+
+  const everySignerHasSignature = useMemo(
+    () =>
+      envelope.recipients
+        .filter((recipient) => recipient.role === RecipientRole.SIGNER)
+        .every((recipient) =>
+          envelope.fields.some(
+            (field) => field.type === FieldType.SIGNATURE && field.recipientId === recipient.id,
+          ),
+        ),
+    [envelope.recipients, envelope.fields],
+  );
+
+  const onFormSubmit = async ({ meta }: TEnvelopeDistributeFormSchema) => {
+    try {
+      await distributeEnvelope({ envelopeId: envelope.id, meta });
+
+      toast({
+        title: t`Envelope distributed`,
+        description: t`Your envelope has been distributed successfully.`,
+        duration: 5000,
+      });
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This envelope could not be distributed at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  if (envelope.status !== DocumentStatus.DRAFT || envelope.type !== EnvelopeType.DOCUMENT) {
+    return null;
+  }
+
+  return (
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent className="max-w-md" hideClose>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Send Document</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Recipients will be able to sign the document once sent</Trans>
+          </DialogDescription>
+        </DialogHeader>
+        {everySignerHasSignature ? (
+          <Form {...form}>
+            <form onSubmit={handleSubmit(onFormSubmit)}>
+              <fieldset disabled={isSubmitting}>
+                <Tabs
+                  onValueChange={(value) =>
+                    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+                    setValue('meta.distributionMethod', value as DocumentDistributionMethod)
+                  }
+                  value={distributionMethod}
+                  className="mb-2"
+                >
+                  <TabsList className="w-full">
+                    <TabsTrigger className="w-full" value={DocumentDistributionMethod.EMAIL}>
+                      Email
+                    </TabsTrigger>
+                    <TabsTrigger className="w-full" value={DocumentDistributionMethod.NONE}>
+                      None
+                    </TabsTrigger>
+                  </TabsList>
+                </Tabs>
+
+                <div className="min-h-72">
+                  <AnimatePresence initial={false} mode="wait">
+                    {distributionMethod === DocumentDistributionMethod.EMAIL && (
+                      <motion.div
+                        key={'Emails'}
+                        initial={{ opacity: 0, y: 5 }}
+                        animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                        exit={{ opacity: 0, transition: { duration: 0.15 } }}
+                      >
+                        <Form {...form}>
+                          <fieldset
+                            className="mt-2 flex flex-col gap-y-4 rounded-lg"
+                            disabled={form.formState.isSubmitting}
+                          >
+                            {organisation.organisationClaim.flags.emailDomains && (
+                              <FormField
+                                control={form.control}
+                                name="meta.emailId"
+                                render={({ field }) => (
+                                  <FormItem>
+                                    <FormLabel>
+                                      <Trans>Email Sender</Trans>
+                                    </FormLabel>
+                                    <FormControl>
+                                      <Select
+                                        {...field}
+                                        value={field.value === null ? '-1' : field.value}
+                                        onValueChange={(value) =>
+                                          field.onChange(value === '-1' ? null : value)
+                                        }
+                                      >
+                                        <SelectTrigger
+                                          loading={isLoadingEmails}
+                                          className="bg-background"
+                                        >
+                                          <SelectValue />
+                                        </SelectTrigger>
+
+                                        <SelectContent>
+                                          {emails.map((email) => (
+                                            <SelectItem key={email.id} value={email.id}>
+                                              {email.email}
+                                            </SelectItem>
+                                          ))}
+
+                                          <SelectItem value={'-1'}>Documenso</SelectItem>
+                                        </SelectContent>
+                                      </Select>
+                                    </FormControl>
+
+                                    <FormMessage />
+                                  </FormItem>
+                                )}
+                              />
+                            )}
+
+                            <FormField
+                              control={form.control}
+                              name="meta.emailReplyTo"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel>
+                                    <Trans>Reply To Email</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Input {...field} maxLength={254} />
+                                  </FormControl>
+
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+
+                            <FormField
+                              control={form.control}
+                              name="meta.subject"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel>
+                                    <Trans>Subject</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Input {...field} maxLength={255} />
+                                  </FormControl>
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+
+                            <FormField
+                              control={form.control}
+                              name="meta.message"
+                              render={({ field }) => (
+                                <FormItem>
+                                  <FormLabel className="flex flex-row items-center">
+                                    <Trans>Message</Trans>{' '}
+                                    <span className="text-muted-foreground">(Optional)</span>
+                                    <Tooltip>
+                                      <TooltipTrigger>
+                                        <InfoIcon className="mx-2 h-4 w-4" />
+                                      </TooltipTrigger>
+                                      <TooltipContent className="text-muted-foreground p-4">
+                                        <DocumentSendEmailMessageHelper />
+                                      </TooltipContent>
+                                    </Tooltip>
+                                  </FormLabel>
+
+                                  <FormControl>
+                                    <Textarea
+                                      className="bg-background mt-2 h-16 resize-none"
+                                      {...field}
+                                      maxLength={5000}
+                                    />
+                                  </FormControl>
+                                  <FormMessage />
+                                </FormItem>
+                              )}
+                            />
+                          </fieldset>
+                        </Form>
+                      </motion.div>
+                    )}
+
+                    {distributionMethod === DocumentDistributionMethod.NONE && (
+                      <motion.div
+                        key={'Links'}
+                        initial={{ opacity: 0, y: 5 }}
+                        animate={{ opacity: 1, y: 0, transition: { duration: 0.3 } }}
+                        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>
+
+                            <p className="mt-2">
+                              <Trans>
+                                We will generate signing links for you, which you can send to the
+                                recipients through your method of choice.
+                              </Trans>
+                            </p>
+                          </div>
+                        ) : (
+                          <ul className="text-muted-foreground divide-y">
+                            {recipients.length === 0 && (
+                              <li className="flex flex-col items-center justify-center py-6 text-sm">
+                                <Trans>No recipients</Trans>
+                              </li>
+                            )}
+
+                            {recipients.map((recipient) => (
+                              <li
+                                key={recipient.id}
+                                className="flex items-center justify-between px-4 py-3 text-sm"
+                              >
+                                <AvatarWithText
+                                  avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
+                                  primaryText={
+                                    <p className="text-muted-foreground text-sm">
+                                      {recipient.email}
+                                    </p>
+                                  }
+                                  secondaryText={
+                                    <p className="text-muted-foreground/70 text-xs">
+                                      {t(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}
+                                    </p>
+                                  }
+                                />
+
+                                {recipient.role !== RecipientRole.CC && (
+                                  <CopyTextButton
+                                    value={formatSigningLink(recipient.token)}
+                                    onCopySuccess={() => {
+                                      toast({
+                                        title: t`Copied to clipboard`,
+                                        description: t`The signing link has been copied to your clipboard.`,
+                                      });
+                                    }}
+                                    badgeContentUncopied={
+                                      <p className="ml-1 text-xs">
+                                        <Trans>Copy</Trans>
+                                      </p>
+                                    }
+                                    badgeContentCopied={
+                                      <p className="ml-1 text-xs">
+                                        <Trans>Copied</Trans>
+                                      </p>
+                                    }
+                                  />
+                                )}
+                              </li>
+                            ))}
+                          </ul>
+                        )}
+                      </motion.div>
+                    )}
+                  </AnimatePresence>
+                </div>
+
+                <DialogFooter>
+                  <DialogClose asChild>
+                    <Button type="button" variant="secondary" disabled={isSubmitting}>
+                      <Trans>Cancel</Trans>
+                    </Button>
+                  </DialogClose>
+
+                  <Button loading={isSubmitting} type="submit">
+                    {distributionMethod === DocumentDistributionMethod.EMAIL ? (
+                      <Trans>Send</Trans>
+                    ) : (
+                      <Trans>Generate Links</Trans>
+                    )}
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        ) : (
+          <>
+            <Alert variant="warning">
+              <AlertDescription>
+                <Trans>
+                  Some signers have not been assigned a signature field. Please assign at least 1
+                  signature field to each signer before proceeding.
+                </Trans>
+              </AlertDescription>
+            </Alert>
+
+            <DialogFooter>
+              <DialogClose asChild>
+                <Button type="button" variant="secondary">
+                  <Trans>Close</Trans>
+                </Button>
+              </DialogClose>
+            </DialogFooter>
+          </>
+        )}
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,113 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
+import { useNavigate } from 'react-router';
+
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+type EnvelopeDuplicateDialogProps = {
+  envelopeId: string;
+  envelopeType: EnvelopeType;
+  trigger?: React.ReactNode;
+};
+
+export const EnvelopeDuplicateDialog = ({
+  envelopeId,
+  envelopeType,
+  trigger,
+}: EnvelopeDuplicateDialogProps) => {
+  const navigate = useNavigate();
+
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const team = useCurrentTeam();
+
+  const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
+    trpc.envelope.duplicate.useMutation({
+      onSuccess: async ({ duplicatedEnvelopeId }) => {
+        toast({
+          title: t`Envelope Duplicated`,
+          description: t`Your envelope has been successfully duplicated.`,
+          duration: 5000,
+        });
+
+        const path =
+          envelopeType === EnvelopeType.DOCUMENT
+            ? formatDocumentsPath(team.url)
+            : formatTemplatesPath(team.url);
+
+        await navigate(`${path}/${duplicatedEnvelopeId}/edit`);
+        setOpen(false);
+      },
+    });
+
+  const onDuplicate = async () => {
+    try {
+      await duplicateEnvelope({ envelopeId });
+    } catch {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This document could not be duplicated at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isDuplicating && setOpen(value)}>
+      {trigger && <DialogTrigger asChild>{trigger}</DialogTrigger>}
+
+      <DialogContent>
+        {envelopeType === EnvelopeType.DOCUMENT ? (
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Duplicate Document</Trans>
+            </DialogTitle>
+            <DialogDescription>
+              <Trans>This document will be duplicated.</Trans>
+            </DialogDescription>
+          </DialogHeader>
+        ) : (
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Duplicate Template</Trans>
+            </DialogTitle>
+            <DialogDescription>
+              <Trans>This template will be duplicated.</Trans>
+            </DialogDescription>
+          </DialogHeader>
+        )}
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" disabled={isDuplicating}>
+            <Trans>Cancel</Trans>
+          </Button>
+
+          <Button type="button" loading={isDuplicating} onClick={onDuplicate}>
+            <Trans>Duplicate</Trans>
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/envelope-item-delete-dialog.tsx

@@ -0,0 +1,134 @@
+import { useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EnvelopeItemDeleteDialogProps = {
+  canItemBeDeleted: boolean;
+  envelopeId: string;
+  envelopeItemId: string;
+  envelopeItemTitle: string;
+  onDelete?: (envelopeItemId: string) => void;
+  trigger?: React.ReactNode;
+};
+
+export const EnvelopeItemDeleteDialog = ({
+  trigger,
+  canItemBeDeleted,
+  envelopeId,
+  envelopeItemId,
+  envelopeItemTitle,
+  onDelete,
+}: EnvelopeItemDeleteDialogProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteEnvelopeItem, isPending: isDeleting } =
+    trpc.envelope.item.delete.useMutation({
+      onSuccess: () => {
+        toast({
+          title: t`Success`,
+          description: t`You have successfully removed this envelope item.`,
+          duration: 5000,
+        });
+
+        onDelete?.(envelopeItemId);
+
+        setOpen(false);
+      },
+      onError: () => {
+        toast({
+          title: t`An unknown error occurred`,
+          description: t`We encountered an unknown error while attempting to remove this envelope item. Please try again later.`,
+          variant: 'destructive',
+          duration: 10000,
+        });
+      },
+    });
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isDeleting && setOpen(value)}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      {canItemBeDeleted ? (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Are you sure?</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>
+                You are about to remove the following document and all associated fields
+              </Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Alert variant="neutral">
+            <AlertDescription className="text-center font-semibold">
+              {envelopeItemTitle}
+            </AlertDescription>
+          </Alert>
+
+          <fieldset disabled={isDeleting}>
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button
+                type="submit"
+                variant="destructive"
+                loading={isDeleting}
+                onClick={async () =>
+                  deleteEnvelopeItem({
+                    envelopeId,
+                    envelopeItemId,
+                  })
+                }
+              >
+                <Trans>Delete</Trans>
+              </Button>
+            </DialogFooter>
+          </fieldset>
+        </DialogContent>
+      ) : (
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>This item cannot be deleted</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>
+                You cannot delete this item because the document has been sent to recipients
+              </Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+              <Trans>Close</Trans>
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      )}
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,187 @@
+import { useEffect, useState } from 'react';
+
+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 { DocumentStatus, EnvelopeType, type Recipient, SigningStatus } from '@prisma/client';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+} from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { StackAvatar } from '../general/stack-avatar';
+
+export type EnvelopeRedistributeDialogProps = {
+  envelope: Pick<TEnvelope, 'id' | 'userId' | 'teamId' | 'status' | 'type' | 'documentMeta'> & {
+    recipients: Recipient[];
+  };
+  trigger?: React.ReactNode;
+};
+
+export const ZEnvelopeRedistributeFormSchema = z.object({
+  recipients: z.array(z.number()).min(1, {
+    message: msg`You must select at least one item`.id,
+  }),
+});
+
+export type TEnvelopeRedistributeFormSchema = z.infer<typeof ZEnvelopeRedistributeFormSchema>;
+
+export const EnvelopeRedistributeDialog = ({
+  envelope,
+  trigger,
+}: EnvelopeRedistributeDialogProps) => {
+  const recipients = envelope.recipients;
+
+  const { toast } = useToast();
+  const { t } = useLingui();
+
+  const [isOpen, setIsOpen] = useState(false);
+
+  const { mutateAsync: redistributeEnvelope } = trpcReact.envelope.redistribute.useMutation();
+
+  const form = useForm<TEnvelopeRedistributeFormSchema>({
+    defaultValues: {
+      recipients: [],
+    },
+    resolver: zodResolver(ZEnvelopeRedistributeFormSchema),
+  });
+
+  const {
+    handleSubmit,
+    formState: { isSubmitting },
+  } = form;
+
+  const onFormSubmit = async ({ recipients }: TEnvelopeRedistributeFormSchema) => {
+    try {
+      await redistributeEnvelope({ envelopeId: envelope.id, recipients });
+
+      toast({
+        title: t`Envelope resent`,
+        description: t`Your envelope has been resent successfully.`,
+        duration: 5000,
+      });
+
+      setIsOpen(false);
+    } catch (err) {
+      toast({
+        title: t`Something went wrong`,
+        description: t`This envelope could not be resent at this time. Please try again.`,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isOpen) {
+      form.reset();
+    }
+  }, [isOpen]);
+
+  if (envelope.status !== DocumentStatus.PENDING || envelope.type !== EnvelopeType.DOCUMENT) {
+    return null;
+  }
+
+  return (
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>{trigger}</DialogTrigger>
+
+      <DialogContent className="max-w-md" hideClose>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Resend Document</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>Send reminders to the following recipients</Trans>
+          </DialogDescription>
+        </DialogHeader>
+        <Form {...form}>
+          <form onSubmit={handleSubmit(onFormSubmit)}>
+            <fieldset disabled={isSubmitting}>
+              <FormField
+                control={form.control}
+                name="recipients"
+                render={({ field: { value, onChange } }) => (
+                  <>
+                    {recipients
+                      .filter((recipient) => recipient.signingStatus === SigningStatus.NOT_SIGNED)
+                      .map((recipient) => (
+                        <FormItem
+                          key={recipient.id}
+                          className="flex flex-row items-center justify-between gap-x-3 px-3"
+                        >
+                          <FormLabel
+                            className={cn('my-2 flex items-center gap-2 font-normal', {
+                              'opacity-50': !value.includes(recipient.id),
+                            })}
+                          >
+                            <StackAvatar
+                              key={recipient.id}
+                              type={getRecipientType(recipient)}
+                              fallbackText={recipientAbbreviation(recipient)}
+                            />
+                            {recipient.email}
+                          </FormLabel>
+
+                          <FormControl>
+                            <Checkbox
+                              className="h-5 w-5 rounded-full"
+                              value={recipient.id}
+                              checked={value.includes(recipient.id)}
+                              onCheckedChange={(checked: boolean) =>
+                                checked
+                                  ? onChange([...value, recipient.id])
+                                  : onChange(value.filter((v) => v !== recipient.id))
+                              }
+                            />
+                          </FormControl>
+                        </FormItem>
+                      ))}
+                  </>
+                )}
+              />
+
+              <DialogFooter className="mt-4">
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary" disabled={isSubmitting}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+                </DialogClose>
+
+                <Button loading={isSubmitting} type="submit">
+                  <Trans>Send reminder</Trans>
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/remix/app/components/dialogs/folder-delete-dialog.tsx

@@ -63,7 +63,7 @@ export const FolderDeleteDialog = ({ folder, isOpen, onOpenChange }: FolderDelet
   const onFormSubmit = async () => {
     try {
       await deleteFolder({
-        id: folder.id,
+        folderId: folder.id,
       });
 
       onOpenChange(false);

apps/remix/app/components/dialogs/folder-move-dialog.tsx

@@ -53,7 +53,7 @@ export const FolderMoveDialog = ({
   const { toast } = useToast();
   const [searchTerm, setSearchTerm] = useState('');
 
-  const { mutateAsync: moveFolder } = trpc.folder.moveFolder.useMutation();
+  const { mutateAsync: moveFolder } = trpc.folder.updateFolder.useMutation();
 
   const form = useForm<TMoveFolderFormSchema>({
     resolver: zodResolver(ZMoveFolderFormSchema),
@@ -63,12 +63,16 @@ export const FolderMoveDialog = ({
   });
 
   const onFormSubmit = async ({ targetFolderId }: TMoveFolderFormSchema) => {
-    if (!folder) return;
+    if (!folder) {
+      return;
+    }
 
     try {
       await moveFolder({
-        id: folder.id,
-        parentId: targetFolderId || null,
+        folderId: folder.id,
+        data: {
+          parentId: targetFolderId || null,
+        },
       });
 
       onOpenChange(false);

apps/remix/app/components/dialogs/folder-update-dialog.tsx

@@ -61,8 +61,6 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
   const { toast } = useToast();
   const { mutateAsync: updateFolder } = trpc.folder.updateFolder.useMutation();
 
-  const isTeamContext = !!team;
-
   const form = useForm<z.infer<typeof ZUpdateFolderFormSchema>>({
     resolver: zodResolver(ZUpdateFolderFormSchema),
     defaultValues: {
@@ -87,11 +85,11 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
 
     try {
       await updateFolder({
-        id: folder.id,
-        name: data.name,
-        visibility: isTeamContext
-          ? (data.visibility ?? DocumentVisibility.EVERYONE)
-          : DocumentVisibility.EVERYONE,
+        folderId: folder.id,
+        data: {
+          name: data.name,
+          visibility: data.visibility,
+        },
       });
 
       toast({
@@ -140,38 +138,36 @@ export const FolderUpdateDialog = ({ folder, isOpen, onOpenChange }: FolderUpdat
               )}
             />
 
-            {isTeamContext && (
-              <FormField
-                control={form.control}
-                name="visibility"
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel>
-                      <Trans>Visibility</Trans>
-                    </FormLabel>
-                    <Select onValueChange={field.onChange} defaultValue={field.value}>
-                      <FormControl>
-                        <SelectTrigger>
-                          <SelectValue placeholder={t`Select visibility`} />
-                        </SelectTrigger>
-                      </FormControl>
-                      <SelectContent>
-                        <SelectItem value={DocumentVisibility.EVERYONE}>
-                          <Trans>Everyone</Trans>
-                        </SelectItem>
-                        <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
-                          <Trans>Managers and above</Trans>
-                        </SelectItem>
-                        <SelectItem value={DocumentVisibility.ADMIN}>
-                          <Trans>Admins only</Trans>
-                        </SelectItem>
-                      </SelectContent>
-                    </Select>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-            )}
+            <FormField
+              control={form.control}
+              name="visibility"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>
+                    <Trans>Visibility</Trans>
+                  </FormLabel>
+                  <Select onValueChange={field.onChange} defaultValue={field.value}>
+                    <FormControl>
+                      <SelectTrigger>
+                        <SelectValue placeholder={t`Select visibility`} />
+                      </SelectTrigger>
+                    </FormControl>
+                    <SelectContent>
+                      <SelectItem value={DocumentVisibility.EVERYONE}>
+                        <Trans>Everyone</Trans>
+                      </SelectItem>
+                      <SelectItem value={DocumentVisibility.MANAGER_AND_ABOVE}>
+                        <Trans>Managers and above</Trans>
+                      </SelectItem>
+                      <SelectItem value={DocumentVisibility.ADMIN}>
+                        <Trans>Admins only</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
 
             <DialogFooter>
               <DialogClose asChild>

apps/remix/app/components/dialogs/public-profile-template-manage-dialog.tsx

@@ -4,14 +4,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Plural, Trans } from '@lingui/react/macro';
-import type { Template, TemplateDirectLink } from '@prisma/client';
-import { TemplateType } from '@prisma/client';
+import { type TemplateDirectLink, TemplateType } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
 import { CheckCircle2Icon, CircleIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { P, match } from 'ts-pattern';
 import { z } from 'zod';
 
+import { type Template } from '@documenso/prisma/types/template-legacy-schema';
 import { trpc } from '@documenso/trpc/react';
 import {
   MAX_TEMPLATE_PUBLIC_DESCRIPTION_LENGTH,
@@ -52,7 +52,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useCurrentTeam } from '~/providers/team';
 
 export type ManagePublicTemplateDialogProps = {
-  directTemplates: (Template & {
+  directTemplates: (Omit<Template, 'templateDocumentDataId'> & {
     directLink: Pick<TemplateDirectLink, 'token' | 'enabled'>;
   })[];
   initialTemplateId?: number | null;

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

@@ -0,0 +1,117 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TDropdownFieldMeta } from '@documenso/lib/types/field-meta';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+const ZSignFieldDropdownFormSchema = z.object({
+  dropdown: z.string().min(1, { message: msg`Option is required`.id }),
+});
+
+type TSignFieldDropdownFormSchema = z.infer<typeof ZSignFieldDropdownFormSchema>;
+
+export type SignFieldDropdownDialogProps = {
+  fieldMeta: TDropdownFieldMeta;
+};
+
+export const SignFieldDropdownDialog = createCallable<SignFieldDropdownDialogProps, string | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const values = fieldMeta.values?.map((value) => value.value) ?? [];
+
+    const form = useForm<TSignFieldDropdownFormSchema>({
+      resolver: zodResolver(ZSignFieldDropdownFormSchema),
+      defaultValues: {
+        dropdown: fieldMeta.defaultValue,
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Dropdown Field</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Select a value to sign into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.dropdown))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="dropdown"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Select {...field} onValueChange={field.onChange}>
+                          <SelectTrigger className="bg-background">
+                            <SelectValue placeholder={t`Select an option`} />
+                          </SelectTrigger>
+
+                          <SelectContent>
+                            {values.map((value, i) => (
+                              <SelectItem key={i} value={value}>
+                                {value}
+                              </SelectItem>
+                            ))}
+                          </SelectContent>
+                        </Select>
+                      </FormControl>
+
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,91 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldEmailFormSchema = z.object({
+  email: z.string().min(1, { message: msg`Email is required`.id }),
+});
+
+type TSignFieldEmailFormSchema = z.infer<typeof ZSignFieldEmailFormSchema>;
+
+export type SignFieldEmailDialogProps = Record<string, never>;
+
+export const SignFieldEmailDialog = createCallable<SignFieldEmailDialogProps, string | null>(
+  ({ call }) => {
+    const form = useForm<TSignFieldEmailFormSchema>({
+      resolver: zodResolver(ZSignFieldEmailFormSchema),
+      defaultValues: {
+        email: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Email</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your email into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.email))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="email"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,97 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldInitialsFormSchema = z.object({
+  initials: z.string().min(1, { message: msg`Initials are required`.id }),
+});
+
+type TSignFieldInitialsFormSchema = z.infer<typeof ZSignFieldInitialsFormSchema>;
+
+export type SignFieldInitialsDialogProps = {
+  //
+};
+
+export const SignFieldInitialsDialog = createCallable<SignFieldInitialsDialogProps, string | null>(
+  ({ call }) => {
+    const form = useForm<TSignFieldInitialsFormSchema>({
+      resolver: zodResolver(ZSignFieldInitialsFormSchema),
+      defaultValues: {
+        initials: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Initials</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your initials into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.initials))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="initials"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel required>
+                        <Trans>Initials</Trans>
+                      </FormLabel>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,93 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+
+const ZSignFieldNameFormSchema = z.object({
+  name: z.string().min(1, { message: msg`Name is required`.id }),
+});
+
+type TSignFieldNameFormSchema = z.infer<typeof ZSignFieldNameFormSchema>;
+
+export type SignFieldNameDialogProps = {
+  //
+};
+
+export const SignFieldNameDialog = createCallable<SignFieldNameDialogProps, string | null>(
+  ({ call }) => {
+    const form = useForm<TSignFieldNameFormSchema>({
+      resolver: zodResolver(ZSignFieldNameFormSchema),
+      defaultValues: {
+        name: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Name</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Sign your full name into the field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.name))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="name"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,144 @@
+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';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TNumberFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} 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, // Todo: Envelopes - Check that this works
+  });
+
+  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: `Number needs to be formatted as ${numberFormat}`,
+        // Todo: Envelopes
+        // message: msg`Number needs to be formatted as ${numberFormat}`.id,
+      },
+    );
+  }
+
+  return schema;
+};
+
+export type SignFieldNumberDialogProps = {
+  fieldMeta: TNumberFieldMeta;
+};
+
+export const SignFieldNumberDialog = createCallable<SignFieldNumberDialogProps, number | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const ZSignFieldNumberFormSchema = z.object({
+      number: createNumberFieldSchema(fieldMeta),
+    });
+
+    const form = useForm<z.infer<typeof ZSignFieldNumberFormSchema>>({
+      resolver: zodResolver(ZSignFieldNumberFormSchema),
+      defaultValues: {
+        number: undefined,
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Number Field</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Insert a value into the number field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.number))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="number"
+                  render={({ field, fieldState }) => (
+                    <FormItem>
+                      {fieldMeta.label && <FormLabel>{fieldMeta.label}</FormLabel>}
+
+                      <FormControl>
+                        <Input
+                          placeholder={fieldMeta.placeholder ?? t`Enter your number here`}
+                          className={cn('w-full rounded-md', {
+                            'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                              fieldState.error,
+                          })}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,76 @@
+import { useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+
+import { DocumentSigningDisclosure } from '../general/document-signing/document-signing-disclosure';
+
+export type SignFieldSignatureDialogProps = {
+  initialSignature?: string;
+  typedSignatureEnabled?: boolean;
+  uploadSignatureEnabled?: boolean;
+  drawSignatureEnabled?: boolean;
+};
+
+export const SignFieldSignatureDialog = createCallable<
+  SignFieldSignatureDialogProps,
+  string | null
+>(
+  ({
+    call,
+    typedSignatureEnabled,
+    uploadSignatureEnabled,
+    drawSignatureEnabled,
+    initialSignature,
+  }) => {
+    const [localSignature, setLocalSignature] = useState(initialSignature);
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <div>
+            <DialogHeader>
+              <DialogTitle>
+                <Trans>Sign Signature Field</Trans>
+              </DialogTitle>
+            </DialogHeader>
+
+            <SignaturePad
+              value={localSignature ?? ''}
+              onChange={({ value }) => setLocalSignature(value)}
+              typedSignatureEnabled={typedSignatureEnabled}
+              uploadSignatureEnabled={uploadSignatureEnabled}
+              drawSignatureEnabled={drawSignatureEnabled}
+            />
+          </div>
+
+          <DocumentSigningDisclosure />
+
+          <DialogFooter>
+            <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+              <Trans>Cancel</Trans>
+            </Button>
+
+            <Button
+              type="button"
+              disabled={!localSignature}
+              onClick={() => call.end(localSignature || null)}
+            >
+              <Trans>Sign</Trans>
+            </Button>
+          </DialogFooter>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -0,0 +1,120 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Plural, useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { createCallable } from 'react-call';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TTextFieldMeta } from '@documenso/lib/types/field-meta';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+const ZSignFieldTextFormSchema = z.object({
+  text: z.string().min(1, { message: msg`Text is required`.id }),
+});
+
+type TSignFieldTextFormSchema = z.infer<typeof ZSignFieldTextFormSchema>;
+
+export type SignFieldTextDialogProps = {
+  fieldMeta?: TTextFieldMeta;
+};
+
+export const SignFieldTextDialog = createCallable<SignFieldTextDialogProps, string | null>(
+  ({ call, fieldMeta }) => {
+    const { t } = useLingui();
+
+    const form = useForm<TSignFieldTextFormSchema>({
+      resolver: zodResolver(ZSignFieldTextFormSchema),
+      defaultValues: {
+        text: '',
+      },
+    });
+
+    return (
+      <Dialog open={true} onOpenChange={(value) => (!value ? call.end(null) : null)}>
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>
+              <Trans>Sign Text Field</Trans>
+            </DialogTitle>
+
+            <DialogDescription className="mt-4">
+              <Trans>Insert a value into the text field</Trans>
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit((data) => call.end(data.text))}>
+              <fieldset
+                className="flex h-full flex-col space-y-4"
+                disabled={form.formState.isSubmitting}
+              >
+                <FormField
+                  control={form.control}
+                  name="text"
+                  render={({ field, fieldState }) => (
+                    <FormItem>
+                      {fieldMeta?.label && <FormLabel>{fieldMeta?.label}</FormLabel>}
+
+                      <FormControl>
+                        <Textarea
+                          id="custom-text"
+                          placeholder={fieldMeta?.placeholder ?? t`Enter your text here`}
+                          className={cn('w-full rounded-md', {
+                            'border-2 border-red-300 text-left ring-2 ring-red-200 ring-offset-2 ring-offset-red-200 focus-visible:border-red-400 focus-visible:ring-4 focus-visible:ring-red-200 focus-visible:ring-offset-2 focus-visible:ring-offset-red-200':
+                              fieldState.error,
+                          })}
+                          {...field}
+                        />
+                      </FormControl>
+                      <FormMessage />
+                      {fieldMeta?.characterLimit !== undefined &&
+                        fieldMeta?.characterLimit > 0 &&
+                        !fieldState.error && (
+                          <div className="text-muted-foreground text-sm">
+                            <Plural
+                              value={fieldMeta?.characterLimit - (field.value?.length ?? 0)}
+                              one="# character remaining"
+                              other="# characters remaining"
+                            />
+                          </div>
+                        )}
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter>
+                  <Button type="button" variant="secondary" onClick={() => call.end(null)}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+
+                  <Button type="submit">
+                    <Trans>Sign</Trans>
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+    );
+  },
+);

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

@@ -44,7 +44,9 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
   const [showTemplateCreateDialog, setShowTemplateCreateDialog] = useState(false);
   const [isUploadingFile, setIsUploadingFile] = useState(false);
 
-  const onFileDrop = async (file: File) => {
+  const onFileDrop = async (files: File[]) => {
+    const file = files[0];
+
     if (isUploadingFile) {
       return;
     }
@@ -54,7 +56,7 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
     try {
       const response = await putPdfFile(file);
 
-      const { id } = await createTemplate({
+      const { legacyTemplateId: id } = await createTemplate({
         title: file.name,
         templateDocumentDataId: response.id,
         folderId: folderId,

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

@@ -1,46 +0,0 @@
-import { useState } from 'react';
-
-import { Trans } from '@lingui/react/macro';
-import type { Recipient, Template, TemplateDirectLink } from '@prisma/client';
-import { LinkIcon } from 'lucide-react';
-
-import { Button } from '@documenso/ui/primitives/button';
-
-import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
-
-export type TemplateDirectLinkDialogWrapperProps = {
-  template: Template & { directLink?: TemplateDirectLink | null; recipients: Recipient[] };
-};
-
-export const TemplateDirectLinkDialogWrapper = ({
-  template,
-}: TemplateDirectLinkDialogWrapperProps) => {
-  const [isTemplateDirectLinkOpen, setTemplateDirectLinkOpen] = useState(false);
-
-  return (
-    <div>
-      <Button
-        variant="outline"
-        className="px-3"
-        onClick={(e) => {
-          e.preventDefault();
-          setTemplateDirectLinkOpen(true);
-        }}
-      >
-        <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
-
-        {template.directLink ? (
-          <Trans>Manage Direct Link</Trans>
-        ) : (
-          <Trans>Create Direct Link</Trans>
-        )}
-      </Button>
-
-      <TemplateDirectLinkDialog
-        template={template}
-        open={isTemplateDirectLinkOpen}
-        onOpenChange={setTemplateDirectLinkOpen}
-      />
-    </div>
-  );
-};

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

@@ -3,13 +3,15 @@ import { useEffect, useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { type Recipient, RecipientRole, type TemplateDirectLink } from '@prisma/client';
 import {
-  type Recipient,
-  RecipientRole,
-  type Template,
-  type TemplateDirectLink,
-} from '@prisma/client';
-import { CircleDotIcon, CircleIcon, ClipboardCopyIcon, InfoIcon, LoaderIcon } from 'lucide-react';
+  CircleDotIcon,
+  CircleIcon,
+  ClipboardCopyIcon,
+  InfoIcon,
+  LinkIcon,
+  LoaderIcon,
+} from 'lucide-react';
 import { Link, useRevalidator } from 'react-router';
 import { P, match } from 'ts-pattern';
 
@@ -31,6 +33,7 @@ import {
   DialogFooter,
   DialogHeader,
   DialogTitle,
+  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
@@ -47,20 +50,19 @@ import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitive
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 type TemplateDirectLinkDialogProps = {
-  template: Template & {
-    directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
-    recipients: Recipient[];
-  };
-  open: boolean;
-  onOpenChange: (_open: boolean) => void;
+  templateId: number;
+  directLink?: Pick<TemplateDirectLink, 'token' | 'enabled'> | null;
+  recipients: Recipient[];
+  trigger?: React.ReactNode;
 };
 
 type TemplateDirectLinkStep = 'ONBOARD' | 'SELECT_RECIPIENT' | 'MANAGE' | 'CONFIRM_DELETE';
 
 export const TemplateDirectLinkDialog = ({
-  template,
-  open,
-  onOpenChange,
+  templateId,
+  directLink,
+  recipients,
+  trigger,
 }: TemplateDirectLinkDialogProps) => {
   const { toast } = useToast();
   const { quota, remaining } = useLimits();
@@ -69,8 +71,9 @@ export const TemplateDirectLinkDialog = ({
 
   const [, copy] = useCopyToClipboard();
 
-  const [isEnabled, setIsEnabled] = useState(template.directLink?.enabled ?? false);
-  const [token, setToken] = useState(template.directLink?.token ?? null);
+  const [open, setOpen] = useState(false);
+  const [isEnabled, setIsEnabled] = useState(directLink?.enabled ?? false);
+  const [token, setToken] = useState(directLink?.token ?? null);
   const [selectedRecipientId, setSelectedRecipientId] = useState<number | null>(null);
   const [currentStep, setCurrentStep] = useState<TemplateDirectLinkStep>(
     token ? 'MANAGE' : 'ONBOARD',
@@ -80,11 +83,11 @@ export const TemplateDirectLinkDialog = ({
 
   const validDirectTemplateRecipients = useMemo(
     () =>
-      template.recipients.filter(
+      recipients.filter(
         (recipient) =>
           recipient.role !== RecipientRole.CC && recipient.role !== RecipientRole.ASSISTANT,
       ),
-    [template.recipients],
+    [recipients],
   );
 
   const {
@@ -140,7 +143,7 @@ export const TemplateDirectLinkDialog = ({
       onSuccess: async () => {
         await revalidate();
 
-        onOpenChange(false);
+        setOpen(false);
         setToken(null);
 
         toast({
@@ -178,7 +181,7 @@ export const TemplateDirectLinkDialog = ({
     setSelectedRecipientId(recipientId);
 
     await createTemplateDirectLink({
-      templateId: template.id,
+      templateId,
       directRecipientId: recipientId,
     });
   };
@@ -195,300 +198,311 @@ export const TemplateDirectLinkDialog = ({
   }, [open]);
 
   return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
-      <fieldset disabled={isLoading} className="relative">
-        <AnimateGenericFadeInOut motionKey={currentStep}>
-          {match({ token, currentStep })
-            .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
-              <DialogContent>
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Create Direct Signing Link</Trans>
-                  </DialogTitle>
+    <Dialog open={open} onOpenChange={(value) => !isLoading && setOpen(value)}>
+      <DialogTrigger asChild>
+        {trigger || (
+          <Button variant="outline" className="px-3">
+            <LinkIcon className="mr-1.5 h-3.5 w-3.5" />
 
-                  <DialogDescription>
-                    <Trans>Here's how it works:</Trans>
-                  </DialogDescription>
-                </DialogHeader>
+            {directLink ? <Trans>Manage Direct Link</Trans> : <Trans>Create Direct Link</Trans>}
+          </Button>
+        )}
+      </DialogTrigger>
+      <DialogContent hideClose>
+        <fieldset disabled={isLoading} className="relative">
+          <AnimateGenericFadeInOut motionKey={currentStep}>
+            {match({ token, currentStep })
+              .with({ token: P.nullish, currentStep: 'ONBOARD' }, () => (
+                <DialogContent>
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Create Direct Signing Link</Trans>
+                    </DialogTitle>
 
-                <ul className="mt-4 space-y-4 pl-12">
-                  {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
-                    <li className="relative" key={index}>
-                      <div className="absolute -left-12">
-                        <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
-                          {index + 1}
+                    <DialogDescription>
+                      <Trans>Here's how it works:</Trans>
+                    </DialogDescription>
+                  </DialogHeader>
+
+                  <ul className="mt-4 space-y-4 pl-12">
+                    {DIRECT_TEMPLATE_DOCUMENTATION.map((step, index) => (
+                      <li className="relative" key={index}>
+                        <div className="absolute -left-12">
+                          <div className="flex h-8 w-8 items-center justify-center rounded-full border-[3px] border-neutral-200 text-sm font-bold">
+                            {index + 1}
+                          </div>
                         </div>
-                      </div>
 
-                      <h3 className="font-semibold">{_(step.title)}</h3>
-                      <p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
-                    </li>
-                  ))}
-                </ul>
+                        <h3 className="font-semibold">{_(step.title)}</h3>
+                        <p className="text-muted-foreground mt-1 text-sm">{_(step.description)}</p>
+                      </li>
+                    ))}
+                  </ul>
 
-                {remaining.directTemplates === 0 && (
-                  <Alert variant="warning">
-                    <AlertTitle>
-                      <Trans>
-                        Direct template link usage exceeded ({quota.directTemplates}/
-                        {quota.directTemplates})
-                      </Trans>
-                    </AlertTitle>
-                    <AlertDescription>
-                      <Trans>
-                        You have reached the maximum limit of {quota.directTemplates} direct
-                        templates.{' '}
-                        <Link
-                          className="mt-1 block underline underline-offset-4"
-                          to={`/o/${organisation.url}/settings/billing`}
-                        >
-                          Upgrade your account to continue!
-                        </Link>
-                      </Trans>
-                    </AlertDescription>
-                  </Alert>
-                )}
+                  {remaining.directTemplates === 0 && (
+                    <Alert variant="warning">
+                      <AlertTitle>
+                        <Trans>
+                          Direct template link usage exceeded ({quota.directTemplates}/
+                          {quota.directTemplates})
+                        </Trans>
+                      </AlertTitle>
+                      <AlertDescription>
+                        <Trans>
+                          You have reached the maximum limit of {quota.directTemplates} direct
+                          templates.{' '}
+                          <Link
+                            className="mt-1 block underline underline-offset-4"
+                            to={`/o/${organisation.url}/settings/billing`}
+                          >
+                            Upgrade your account to continue!
+                          </Link>
+                        </Trans>
+                      </AlertDescription>
+                    </Alert>
+                  )}
 
-                {remaining.directTemplates !== 0 && (
-                  <DialogFooter className="mx-auto mt-4">
-                    <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
-                      <Trans> Enable direct link signing</Trans>
-                    </Button>
-                  </DialogFooter>
-                )}
-              </DialogContent>
-            ))
-            .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
-              <DialogContent className="relative">
-                {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
-                  <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
-                    <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
-                  </div>
-                )}
-
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Choose Direct Link Recipient</Trans>
-                  </DialogTitle>
-
-                  <DialogDescription>
-                    <Trans>Choose an existing recipient from below to continue</Trans>
-                  </DialogDescription>
-                </DialogHeader>
-
-                <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
-                  <Table>
-                    <TableHeader>
-                      <TableRow>
-                        <TableHead>
-                          <Trans>Recipient</Trans>
-                        </TableHead>
-                        <TableHead>
-                          <Trans>Role</Trans>
-                        </TableHead>
-                        <TableHead></TableHead>
-                      </TableRow>
-                    </TableHeader>
-                    <TableBody>
-                      {validDirectTemplateRecipients.length === 0 && (
-                        <TableRow>
-                          <TableCell colSpan={3} className="h-16 text-center">
-                            <p className="text-muted-foreground">
-                              <Trans>No valid recipients found</Trans>
-                            </p>
-                          </TableCell>
-                        </TableRow>
-                      )}
-
-                      {validDirectTemplateRecipients.map((row) => (
-                        <TableRow
-                          className="cursor-pointer"
-                          key={row.id}
-                          onClick={async () => onRecipientTableRowClick(row.id)}
-                        >
-                          <TableCell>
-                            <div className="text-muted-foreground text-sm">
-                              <p>{row.name}</p>
-                              <p className="text-muted-foreground/70 text-xs">{row.email}</p>
-                            </div>
-                          </TableCell>
-
-                          <TableCell className="text-muted-foreground text-sm">
-                            {_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
-                          </TableCell>
-
-                          <TableCell>
-                            {selectedRecipientId === row.id ? (
-                              <CircleDotIcon className="h-5 w-5 text-neutral-300" />
-                            ) : (
-                              <CircleIcon className="h-5 w-5 text-neutral-300" />
-                            )}
-                          </TableCell>
-                        </TableRow>
-                      ))}
-                    </TableBody>
-                  </Table>
-                </div>
-
-                {/* Prevent creating placeholder direct template recipient if the email already exists. */}
-                {!template.recipients.some(
-                  (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
-                ) && (
-                  <DialogFooter className="mx-auto">
-                    <div className="flex flex-col items-center justify-center">
-                      {validDirectTemplateRecipients.length !== 0 && (
-                        <p className="text-muted-foreground text-sm">
-                          <Trans>Or</Trans>
-                        </p>
-                      )}
-
-                      <Button
-                        type="button"
-                        className="mt-2"
-                        loading={isCreatingTemplateDirectLink && !selectedRecipientId}
-                        onClick={async () =>
-                          createTemplateDirectLink({
-                            templateId: template.id,
-                          })
-                        }
-                      >
-                        <Trans>Create one automatically</Trans>
+                  {remaining.directTemplates !== 0 && (
+                    <DialogFooter className="mx-auto mt-4">
+                      <Button type="button" onClick={() => setCurrentStep('SELECT_RECIPIENT')}>
+                        <Trans> Enable direct link signing</Trans>
                       </Button>
+                    </DialogFooter>
+                  )}
+                </DialogContent>
+              ))
+              .with({ token: P.nullish, currentStep: 'SELECT_RECIPIENT' }, () => (
+                <DialogContent className="relative">
+                  {isCreatingTemplateDirectLink && validDirectTemplateRecipients.length !== 0 && (
+                    <div className="absolute inset-0 z-50 flex items-center justify-center rounded bg-white/50 dark:bg-black/50">
+                      <LoaderIcon className="h-6 w-6 animate-spin text-gray-500" />
                     </div>
-                  </DialogFooter>
-                )}
-              </DialogContent>
-            ))
-            .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
-              <DialogContent className="relative">
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Direct Link Signing</Trans>
-                  </DialogTitle>
+                  )}
 
-                  <DialogDescription>
-                    <Trans>Manage the direct link signing for this template</Trans>
-                  </DialogDescription>
-                </DialogHeader>
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Choose Direct Link Recipient</Trans>
+                    </DialogTitle>
 
-                <div>
-                  <div className="flex flex-row items-center justify-between">
-                    <Label className="flex flex-row">
-                      <Trans>Enable Direct Link Signing</Trans>
-                      <Tooltip>
-                        <TooltipTrigger tabIndex={-1} className="ml-2">
-                          <InfoIcon className="h-4 w-4" />
-                        </TooltipTrigger>
-                        <TooltipContent className="text-foreground z-9999 max-w-md p-4">
-                          <Trans>
-                            Disabling direct link signing will prevent anyone from accessing the
-                            link.
-                          </Trans>
-                        </TooltipContent>
-                      </Tooltip>
-                    </Label>
+                    <DialogDescription>
+                      <Trans>Choose an existing recipient from below to continue</Trans>
+                    </DialogDescription>
+                  </DialogHeader>
 
-                    <Switch
-                      className="mt-2"
-                      checked={isEnabled}
-                      onCheckedChange={(value) => setIsEnabled(value)}
-                    />
+                  <div className="custom-scrollbar max-h-[60vh] overflow-y-auto rounded-md border">
+                    <Table>
+                      <TableHeader>
+                        <TableRow>
+                          <TableHead>
+                            <Trans>Recipient</Trans>
+                          </TableHead>
+                          <TableHead>
+                            <Trans>Role</Trans>
+                          </TableHead>
+                          <TableHead></TableHead>
+                        </TableRow>
+                      </TableHeader>
+                      <TableBody>
+                        {validDirectTemplateRecipients.length === 0 && (
+                          <TableRow>
+                            <TableCell colSpan={3} className="h-16 text-center">
+                              <p className="text-muted-foreground">
+                                <Trans>No valid recipients found</Trans>
+                              </p>
+                            </TableCell>
+                          </TableRow>
+                        )}
+
+                        {validDirectTemplateRecipients.map((row) => (
+                          <TableRow
+                            className="cursor-pointer"
+                            key={row.id}
+                            onClick={async () => onRecipientTableRowClick(row.id)}
+                          >
+                            <TableCell>
+                              <div className="text-muted-foreground text-sm">
+                                <p>{row.name}</p>
+                                <p className="text-muted-foreground/70 text-xs">{row.email}</p>
+                              </div>
+                            </TableCell>
+
+                            <TableCell className="text-muted-foreground text-sm">
+                              {_(RECIPIENT_ROLES_DESCRIPTION[row.role].roleName)}
+                            </TableCell>
+
+                            <TableCell>
+                              {selectedRecipientId === row.id ? (
+                                <CircleDotIcon className="h-5 w-5 text-neutral-300" />
+                              ) : (
+                                <CircleIcon className="h-5 w-5 text-neutral-300" />
+                              )}
+                            </TableCell>
+                          </TableRow>
+                        ))}
+                      </TableBody>
+                    </Table>
                   </div>
 
-                  <div className="mt-2">
-                    <Label htmlFor="copy-direct-link">
-                      <Trans>Copy Shareable Link</Trans>
-                    </Label>
+                  {/* Prevent creating placeholder direct template recipient if the email already exists. */}
+                  {!recipients.some(
+                    (recipient) => recipient.email === DIRECT_TEMPLATE_RECIPIENT_EMAIL,
+                  ) && (
+                    <DialogFooter className="mx-auto">
+                      <div className="flex flex-col items-center justify-center">
+                        {validDirectTemplateRecipients.length !== 0 && (
+                          <p className="text-muted-foreground text-sm">
+                            <Trans>Or</Trans>
+                          </p>
+                        )}
 
-                    <div className="relative mt-1">
-                      <Input
-                        id="copy-direct-link"
-                        disabled
-                        value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
-                        readOnly
-                        className="pr-12"
-                      />
-
-                      <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
                         <Button
-                          variant="none"
                           type="button"
-                          className="h-8 w-8"
-                          onClick={() => void onCopyClick(token)}
+                          className="mt-2"
+                          loading={isCreatingTemplateDirectLink && !selectedRecipientId}
+                          onClick={async () =>
+                            createTemplateDirectLink({
+                              templateId,
+                            })
+                          }
                         >
-                          <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                          <Trans>Create one automatically</Trans>
                         </Button>
                       </div>
+                    </DialogFooter>
+                  )}
+                </DialogContent>
+              ))
+              .with({ token: P.string, currentStep: 'MANAGE' }, ({ token }) => (
+                <DialogContent className="relative">
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Direct Link Signing</Trans>
+                    </DialogTitle>
+
+                    <DialogDescription>
+                      <Trans>Manage the direct link signing for this template</Trans>
+                    </DialogDescription>
+                  </DialogHeader>
+
+                  <div>
+                    <div className="flex flex-row items-center justify-between">
+                      <Label className="flex flex-row">
+                        <Trans>Enable Direct Link Signing</Trans>
+                        <Tooltip>
+                          <TooltipTrigger tabIndex={-1} className="ml-2">
+                            <InfoIcon className="h-4 w-4" />
+                          </TooltipTrigger>
+                          <TooltipContent className="text-foreground z-9999 max-w-md p-4">
+                            <Trans>
+                              Disabling direct link signing will prevent anyone from accessing the
+                              link.
+                            </Trans>
+                          </TooltipContent>
+                        </Tooltip>
+                      </Label>
+
+                      <Switch
+                        className="mt-2"
+                        checked={isEnabled}
+                        onCheckedChange={(value) => setIsEnabled(value)}
+                      />
+                    </div>
+
+                    <div className="mt-2">
+                      <Label htmlFor="copy-direct-link">
+                        <Trans>Copy Shareable Link</Trans>
+                      </Label>
+
+                      <div className="relative mt-1">
+                        <Input
+                          id="copy-direct-link"
+                          disabled
+                          value={formatDirectTemplatePath(token).replace(/https?:\/\//, '')}
+                          readOnly
+                          className="pr-12"
+                        />
+
+                        <div className="absolute bottom-0 right-1 top-0 flex items-center justify-center">
+                          <Button
+                            variant="none"
+                            type="button"
+                            className="h-8 w-8"
+                            onClick={() => void onCopyClick(token)}
+                          >
+                            <ClipboardCopyIcon className="h-4 w-4 flex-shrink-0" />
+                          </Button>
+                        </div>
+                      </div>
                     </div>
                   </div>
-                </div>
 
-                <DialogFooter className="mt-4">
-                  <Button
-                    type="button"
-                    variant="destructive"
-                    className="mr-auto w-full sm:w-auto"
-                    loading={isDeletingTemplateDirectLink}
-                    onClick={() => setCurrentStep('CONFIRM_DELETE')}
-                  >
-                    <Trans>Remove</Trans>
-                  </Button>
+                  <DialogFooter className="mt-4">
+                    <Button
+                      type="button"
+                      variant="destructive"
+                      className="mr-auto w-full sm:w-auto"
+                      loading={isDeletingTemplateDirectLink}
+                      onClick={() => setCurrentStep('CONFIRM_DELETE')}
+                    >
+                      <Trans>Remove</Trans>
+                    </Button>
 
-                  <Button
-                    type="button"
-                    loading={isTogglingTemplateAccess}
-                    onClick={async () => {
-                      await toggleTemplateDirectLink({
-                        templateId: template.id,
-                        enabled: isEnabled,
-                      }).catch(() => null);
+                    <Button
+                      type="button"
+                      loading={isTogglingTemplateAccess}
+                      onClick={async () => {
+                        await toggleTemplateDirectLink({
+                          templateId,
+                          enabled: isEnabled,
+                        }).catch(() => null);
 
-                      onOpenChange(false);
-                    }}
-                  >
-                    <Trans>Save</Trans>
-                  </Button>
-                </DialogFooter>
-              </DialogContent>
-            ))
-            .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
-              <DialogContent className="relative">
-                <DialogHeader>
-                  <DialogTitle>
-                    <Trans>Are you sure?</Trans>
-                  </DialogTitle>
+                        setOpen(false);
+                      }}
+                    >
+                      <Trans>Save</Trans>
+                    </Button>
+                  </DialogFooter>
+                </DialogContent>
+              ))
+              .with({ token: P.string, currentStep: 'CONFIRM_DELETE' }, () => (
+                <DialogContent className="relative">
+                  <DialogHeader>
+                    <DialogTitle>
+                      <Trans>Are you sure?</Trans>
+                    </DialogTitle>
 
-                  <DialogDescription>
-                    <Trans>
-                      Please note that proceeding will remove direct linking recipient and turn it
-                      into a placeholder.
-                    </Trans>
-                  </DialogDescription>
-                </DialogHeader>
+                    <DialogDescription>
+                      <Trans>
+                        Please note that proceeding will remove direct linking recipient and turn it
+                        into a placeholder.
+                      </Trans>
+                    </DialogDescription>
+                  </DialogHeader>
 
-                <DialogFooter>
-                  <Button
-                    type="button"
-                    variant="secondary"
-                    onClick={() => setCurrentStep('MANAGE')}
-                  >
-                    <Trans>Cancel</Trans>
-                  </Button>
+                  <DialogFooter>
+                    <Button
+                      type="button"
+                      variant="secondary"
+                      onClick={() => setCurrentStep('MANAGE')}
+                    >
+                      <Trans>Cancel</Trans>
+                    </Button>
 
-                  <Button
-                    type="button"
-                    variant="destructive"
-                    loading={isDeletingTemplateDirectLink}
-                    onClick={() => void deleteTemplateDirectLink({ templateId: template.id })}
-                  >
-                    <Trans>Confirm</Trans>
-                  </Button>
-                </DialogFooter>
-              </DialogContent>
-            ))
-            .otherwise(() => null)}
-        </AnimateGenericFadeInOut>
-      </fieldset>
+                    <Button
+                      type="button"
+                      variant="destructive"
+                      loading={isDeletingTemplateDirectLink}
+                      onClick={() => void deleteTemplateDirectLink({ templateId })}
+                    >
+                      <Trans>Confirm</Trans>
+                    </Button>
+                  </DialogFooter>
+                </DialogContent>
+              ))
+              .otherwise(() => null)}
+          </AnimateGenericFadeInOut>
+        </fieldset>
+      </DialogContent>
     </Dialog>
   );
 };

apps/remix/app/components/dialogs/template-move-to-folder-dialog.tsx

@@ -73,7 +73,7 @@ export function TemplateMoveToFolderDialog({
     },
   });
 
-  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFolders.useQuery(
+  const { data: folders, isLoading: isFoldersLoading } = trpc.folder.findFoldersInternal.useQuery(
     {
       parentId: currentFolderId ?? null,
       type: FolderType.TEMPLATE,
@@ -83,7 +83,7 @@ export function TemplateMoveToFolderDialog({
     },
   );
 
-  const { mutateAsync: moveTemplateToFolder } = trpc.folder.moveTemplateToFolder.useMutation();
+  const { mutateAsync: updateTemplate } = trpc.template.updateTemplate.useMutation();
 
   useEffect(() => {
     if (!isOpen) {
@@ -96,9 +96,11 @@ export function TemplateMoveToFolderDialog({
 
   const onSubmit = async (data: TMoveTemplateFormSchema) => {
     try {
-      await moveTemplateToFolder({
+      await updateTemplate({
         templateId,
-        folderId: data.folderId ?? null,
+        data: {
+          folderId: data.folderId ?? null,
+        },
       });
 
       toast({

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

@@ -384,6 +384,7 @@ export function TemplateUseDialog({
                           className="text-muted-foreground ml-2 flex items-center text-sm"
                           htmlFor="useCustomDocument"
                         >
+                          {/* Todo: Envelopes - How will this work? */}
                           <Trans>Upload custom document</Trans>
                           <Tooltip>
                             <TooltipTrigger type="button">

apps/remix/app/components/embed/authoring/configure-document-view.types.ts

@@ -1,11 +1,11 @@
 import { z } from 'zod';
 
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 import {
   ZDocumentMetaDateFormatSchema,
   ZDocumentMetaLanguageSchema,
-} from '@documenso/trpc/server/document-router/schema';
+} from '@documenso/lib/types/document-meta';
+import { DocumentDistributionMethod } from '@documenso/prisma/generated/types';
 
 // Define the schema for configuration
 export type TConfigureEmbedFormSchema = z.infer<typeof ZConfigureEmbedFormSchema>;

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

@@ -118,6 +118,7 @@ export const ConfigureFieldsView = ({
       sendStatus: signer.disabled ? SendStatus.SENT : SendStatus.NOT_SENT,
       readStatus: signer.disabled ? ReadStatus.OPENED : ReadStatus.NOT_OPENED,
       signingStatus: signer.disabled ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+      envelopeId: '',
     }));
   }, [configData.signers]);
 

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

@@ -3,7 +3,7 @@ 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, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta, Recipient, Signature } from '@prisma/client';
 import { type DocumentData, type Field, FieldType } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { DateTime } from 'luxon';
@@ -37,6 +37,7 @@ import { ZDirectTemplateEmbedDataSchema } from '~/types/embed-direct-template-sc
 import { injectCss } from '~/utils/css-vars';
 
 import type { DirectTemplateLocalField } from '../general/direct-template/direct-template-signing-form';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { EmbedClientLoading } from './embed-client-loading';
 import { EmbedDocumentCompleted } from './embed-document-completed';
@@ -44,20 +45,22 @@ import { EmbedDocumentFields } from './embed-document-fields';
 
 export type EmbedDirectTemplateClientPageProps = {
   token: string;
+  envelopeId: string;
   updatedAt: Date;
   documentData: DocumentData;
   recipient: Recipient;
   fields: Field[];
-  metadata?: DocumentMeta | TemplateMeta | null;
+  metadata?: DocumentMeta | null;
   hidePoweredBy?: boolean;
   allowWhiteLabelling?: boolean;
 };
 
 export const EmbedDirectTemplateClientPage = ({
   token,
+  envelopeId,
   updatedAt,
   documentData,
-  recipient: _recipient,
+  recipient,
   fields,
   metadata,
   hidePoweredBy = false,
@@ -321,9 +324,13 @@ export const EmbedDirectTemplateClientPage = ({
   }
 
   return (
-    <div className="relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
+    <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
       {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
+      <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+        <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={recipient.token} />
+      </div>
+
       <div className="relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
         {/* Viewer */}
         <div className="flex-1">

apps/remix/app/components/embed/embed-document-fields.tsx

@@ -1,4 +1,4 @@
-import type { DocumentMeta, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta } from '@prisma/client';
 import { type Field, FieldType } from '@prisma/client';
 import { match } from 'ts-pattern';
 
@@ -33,7 +33,7 @@ import { DocumentSigningTextField } from '~/components/general/document-signing/
 export type EmbedDocumentFieldsProps = {
   fields: Field[];
   metadata?: Pick<
-    DocumentMeta | TemplateMeta,
+    DocumentMeta,
     | 'timezone'
     | 'dateFormat'
     | 'typedSignatureEnabled'

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

@@ -3,7 +3,7 @@ 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, TemplateMeta } from '@prisma/client';
+import type { DocumentMeta } from '@prisma/client';
 import {
   type DocumentData,
   type Field,
@@ -15,12 +15,14 @@ import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import type { DocumentField } from '@documenso/lib/server-only/field/get-fields-for-document';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
 import { trpc } from '@documenso/trpc/react';
-import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
+import {
+  type DocumentField,
+  DocumentReadOnlyFields,
+} from '@documenso/ui/components/document/document-read-only-fields';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
@@ -35,6 +37,7 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { injectCss } from '~/utils/css-vars';
 
 import { ZSignDocumentEmbedDataSchema } from '../../types/embed-document-sign-schema';
+import { DocumentSigningAttachmentsPopover } from '../general/document-signing/document-signing-attachments-popover';
 import { useRequiredDocumentSigningContext } from '../general/document-signing/document-signing-provider';
 import { DocumentSigningRecipientProvider } from '../general/document-signing/document-signing-recipient-provider';
 import { DocumentSigningRejectDialog } from '../general/document-signing/document-signing-reject-dialog';
@@ -46,11 +49,12 @@ import { EmbedDocumentRejected } from './embed-document-rejected';
 export type EmbedSignDocumentClientPageProps = {
   token: string;
   documentId: number;
+  envelopeId: string;
   documentData: DocumentData;
   recipient: RecipientWithFields;
   fields: Field[];
   completedFields: DocumentField[];
-  metadata?: DocumentMeta | TemplateMeta | null;
+  metadata?: DocumentMeta | null;
   isCompleted?: boolean;
   hidePoweredBy?: boolean;
   allowWhitelabelling?: boolean;
@@ -60,6 +64,7 @@ export type EmbedSignDocumentClientPageProps = {
 export const EmbedSignDocumentClientPage = ({
   token,
   documentId,
+  envelopeId,
   documentData,
   recipient,
   fields,
@@ -272,15 +277,17 @@ export const EmbedSignDocumentClientPage = ({
       <div className="embed--Root relative mx-auto flex min-h-[100dvh] max-w-screen-lg flex-col items-center justify-center p-6">
         {(!hasFinishedInit || !hasDocumentLoaded) && <EmbedClientLoading />}
 
-        {allowDocumentRejection && (
-          <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+        <div className="embed--Actions mb-4 flex w-full flex-row-reverse items-baseline justify-between">
+          <DocumentSigningAttachmentsPopover envelopeId={envelopeId} token={token} />
+
+          {allowDocumentRejection && (
             <DocumentSigningRejectDialog
-              document={{ id: documentId }}
+              documentId={documentId}
               token={token}
               onRejected={onDocumentRejected}
             />
-          </div>
-        )}
+          )}
+        </div>
 
         <div className="embed--DocumentContainer relative flex w-full flex-col gap-x-6 gap-y-12 md:flex-row">
           {/* Viewer */}

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

@@ -212,7 +212,7 @@ export const MultiSignDocumentSigningView = ({
               {allowDocumentRejection && (
                 <div className="embed--Actions mb-4 mt-8 flex w-full flex-row-reverse items-baseline justify-between">
                   <DocumentSigningRejectDialog
-                    document={document}
+                    documentId={document.id}
                     token={token}
                     onRejected={onRejected}
                   />

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

@@ -17,12 +17,12 @@ import {
   isValidLanguageCode,
 } from '@documenso/lib/constants/i18n';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
-import { isPersonalLayout } from '@documenso/lib/utils/organisations';
-import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import {
   type TDocumentMetaDateFormat,
   ZDocumentMetaTimezoneSchema,
-} from '@documenso/trpc/server/document-router/schema';
+} from '@documenso/lib/types/document-meta';
+import { isPersonalLayout } from '@documenso/lib/utils/organisations';
+import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
 import { Alert } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';

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

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

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

@@ -0,0 +1,293 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { t } from '@lingui/core/macro';
+import { Trans } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import {
+  type TCheckboxFieldMeta as CheckboxFieldMeta,
+  ZCheckboxFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { checkboxValidationLength, checkboxValidationRules } from './constants';
+import {
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZCheckboxFieldFormSchema = ZCheckboxFieldMeta.pick({
+  label: true,
+  direction: true,
+  validationRule: true,
+  validationLength: true,
+  required: true,
+  values: true,
+  readOnly: true,
+})
+  .extend({
+    validationLength: z.coerce.number().optional(),
+  })
+  .refine(
+    (data) => {
+      // You need to specify both validation rule and length together
+      if (data.validationRule && !data.validationLength) {
+        return false;
+      }
+      if (data.validationLength && !data.validationRule) {
+        return false;
+      }
+      return true;
+    },
+    {
+      message: 'You need to specify both the validation rule and the number of options',
+      path: ['validationRule'],
+    },
+  );
+
+type TCheckboxFieldFormSchema = z.infer<typeof ZCheckboxFieldFormSchema>;
+
+type EditorFieldCheckboxFormProps = {
+  value: CheckboxFieldMeta | undefined;
+  onValueChange: (value: CheckboxFieldMeta) => void;
+};
+
+export const EditorFieldCheckboxForm = ({
+  value = {
+    type: 'checkbox',
+    direction: 'vertical',
+  },
+  onValueChange,
+}: EditorFieldCheckboxFormProps) => {
+  const form = useForm<TCheckboxFieldFormSchema>({
+    resolver: zodResolver(ZCheckboxFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      direction: value.direction || 'vertical',
+      validationRule: value.validationRule || '',
+      validationLength: value.validationLength || 0,
+      values: value.values || [{ id: 1, checked: false, value: '' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  const addValue = () => {
+    const currentValues = form.getValues('values') || [];
+    const newId =
+      currentValues.length > 0 ? Math.max(...currentValues.map((val) => val.id)) + 1 : 1;
+
+    const newValues = [...currentValues, { id: newId, checked: false, value: '' }];
+    form.setValue('values', newValues);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZCheckboxFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        ...value,
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <FormField
+            control={form.control}
+            name="direction"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Direction</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select value={field.value} onValueChange={field.onChange}>
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Select direction`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      <SelectItem value="vertical">
+                        <Trans>Vertical</Trans>
+                      </SelectItem>
+                      <SelectItem value="horizontal">
+                        <Trans>Horizontal</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="flex flex-row items-center justify-start gap-x-4">
+            <div className="flex w-2/3 flex-col">
+              <FormField
+                control={form.control}
+                name="validationRule"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>
+                      <Trans>Validation</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Select {...field} onValueChange={field.onChange}>
+                        <SelectTrigger className="text-muted-foreground bg-background w-full">
+                          <SelectValue placeholder={t`Select at least`} />
+                        </SelectTrigger>
+                        <SelectContent position="popper">
+                          {checkboxValidationRules.map((item, index) => (
+                            <SelectItem key={index} value={item}>
+                              {item}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+            <div className="mt-3 flex w-1/3 flex-col">
+              <FormField
+                control={form.control}
+                name="validationLength"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormControl>
+                      <Select
+                        value={field.value ? String(field.value) : ''}
+                        onValueChange={field.onChange}
+                      >
+                        <SelectTrigger className="text-muted-foreground bg-background mt-5 w-full">
+                          <SelectValue placeholder={t`Pick a number`} />
+                        </SelectTrigger>
+                        <SelectContent position="popper">
+                          {checkboxValidationLength.map((item, index) => (
+                            <SelectItem key={index} value={String(item)}>
+                              {item}
+                            </SelectItem>
+                          ))}
+                        </SelectContent>
+                      </Select>
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+          </div>
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Checkbox values</Trans>
+              </p>
+
+              <button type="button" onClick={addValue}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`checkbox-value-${index}`} className="flex flex-row items-center gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.checked`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Checkbox
+                            className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                            checked={field.value}
+                            onCheckedChange={field.onChange}
+                          />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Input className="w-full" {...field} />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TDateFieldMeta as DateFieldMeta,
+  ZDateFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZDateFieldFormSchema = ZDateFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TDateFieldFormSchema = z.infer<typeof ZDateFieldFormSchema>;
+
+type EditorFieldDateFormProps = {
+  value: DateFieldMeta | undefined;
+  onValueChange: (value: DateFieldMeta) => void;
+};
+
+export const EditorFieldDateForm = ({
+  value = {
+    type: 'date',
+  },
+  onValueChange,
+}: EditorFieldDateFormProps) => {
+  const form = useForm<TDateFieldFormSchema>({
+    resolver: zodResolver(ZDateFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZDateFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'date',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,240 @@
+import { useEffect } from 'react';
+
+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 { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import { type TDropdownFieldMeta as DropdownFieldMeta } from '@documenso/lib/types/field-meta';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZDropdownFieldFormSchema = z
+  .object({
+    defaultValue: z.string().optional(),
+    values: z
+      .object({
+        value: z.string().min(1, {
+          message: msg`Option value cannot be empty`.id,
+        }),
+      })
+      .array()
+      .min(1, {
+        message: msg`Dropdown must have at least one option`.id,
+      })
+      .refine(
+        (data) => {
+          // Todo: Envelopes - This doesn't work.
+          console.log({
+            data,
+          });
+
+          if (data) {
+            const values = data.map((item) => item.value);
+            return new Set(values).size === values.length;
+          }
+          return true;
+        },
+        {
+          message: 'Duplicate values are not allowed',
+        },
+      ),
+    required: z.boolean().optional(),
+    readOnly: z.boolean().optional(),
+  })
+  .refine(
+    (data) => {
+      // Default value must be one of the available options
+      if (data.defaultValue && data.values) {
+        return data.values.some((item) => item.value === data.defaultValue);
+      }
+      return true;
+    },
+    {
+      message: 'Default value must be one of the available options',
+      path: ['defaultValue'],
+    },
+  );
+
+type TDropdownFieldFormSchema = z.infer<typeof ZDropdownFieldFormSchema>;
+
+type EditorFieldDropdownFormProps = {
+  value: DropdownFieldMeta | undefined;
+  onValueChange: (value: DropdownFieldMeta) => void;
+};
+
+export const EditorFieldDropdownForm = ({
+  value = {
+    type: 'dropdown',
+  },
+  onValueChange,
+}: EditorFieldDropdownFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TDropdownFieldFormSchema>({
+    resolver: zodResolver(ZDropdownFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      defaultValue: value.defaultValue,
+      values: value.values || [{ value: 'Option 1' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  const addValue = () => {
+    const currentValues = form.getValues('values') || [];
+    const newValues = [...currentValues, { value: 'New option' }];
+
+    form.setValue('values', newValues);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZDropdownFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'dropdown',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  const { formState } = form;
+
+  useEffect(() => {
+    console.log({
+      errors: formState.errors,
+      formValues,
+    });
+  }, [formState, formState.errors, formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <FormField
+            control={form.control}
+            name="defaultValue"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Select default option</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select
+                    // Todo: Envelopes - This is buggy, removing/adding should update the default value.
+                    {...field}
+                    value={field.value}
+                    onValueChange={(val) => field.onChange(val)}
+                  >
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Default Value`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      {(formValues.values || []).map((item, index) => (
+                        <SelectItem key={index} value={item.value || ''}>
+                          {item.value}
+                        </SelectItem>
+                      ))}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Dropdown values</Trans>
+              </p>
+
+              <button type="button" onClick={addValue}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`dropdown-value-${index}`} className="flex flex-row gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem className="w-full">
+                        <FormControl>
+                          <Input {...field} />
+                        </FormControl>
+                        <FormMessage />
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TEmailFieldMeta as EmailFieldMeta,
+  ZEmailFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZEmailFieldFormSchema = ZEmailFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TEmailFieldFormSchema = z.infer<typeof ZEmailFieldFormSchema>;
+
+type EditorFieldEmailFormProps = {
+  value: EmailFieldMeta | undefined;
+  onValueChange: (value: EmailFieldMeta) => void;
+};
+
+export const EditorFieldEmailForm = ({
+  value = {
+    type: 'email',
+  },
+  onValueChange,
+}: EditorFieldEmailFormProps) => {
+  const form = useForm<TEmailFieldFormSchema>({
+    resolver: zodResolver(ZEmailFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZEmailFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'email',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,222 @@
+import { useEffect } from 'react';
+
+import { Trans, useLingui } from '@lingui/react/macro';
+import { type Control, useFormContext } from 'react-hook-form';
+
+import { cn } from '@documenso/ui/lib/utils';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+// Can't seem to get the non-any type to work with correct types.
+// Eg Control<{ fontSize?: number } doesn't seem to work when there are required items.
+// eslint-disable-next-line @typescript-eslint/no-explicit-any
+type FormControlType = Control<any>;
+
+export const EditorGenericFontSizeField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="fontSize"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Font Size</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input
+              type="number"
+              min={8}
+              max={96}
+              className="bg-background"
+              placeholder={t`Field font size`}
+              {...field}
+              onChange={(e) => {
+                field.onChange(Number(e.target.value));
+              }}
+            />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericTextAlignField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="textAlign"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Text Align</Trans>
+          </FormLabel>
+          <FormControl>
+            <Select {...field} onValueChange={field.onChange}>
+              <SelectTrigger>
+                <SelectValue placeholder={t`Select text align`} />
+              </SelectTrigger>
+              <SelectContent>
+                <SelectItem value="left">
+                  <Trans>Left</Trans>
+                </SelectItem>
+                <SelectItem value="center">
+                  <Trans>Center</Trans>
+                </SelectItem>
+                <SelectItem value="right">
+                  <Trans>Right</Trans>
+                </SelectItem>
+              </SelectContent>
+            </Select>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericRequiredField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { watch, setValue } = useFormContext();
+
+  const readOnly = watch('readOnly');
+
+  useEffect(() => {
+    if (readOnly) {
+      setValue('required', false);
+    }
+  }, [readOnly]);
+
+  return (
+    <FormField
+      control={formControl}
+      name="required"
+      render={({ field }) => (
+        <FormItem className={cn('flex items-center space-x-2', className)}>
+          <FormControl>
+            <div className="flex items-center">
+              <Checkbox
+                id="field-required"
+                checked={field.value}
+                onCheckedChange={field.onChange}
+              />
+
+              <label className="text-muted-foreground ml-2 text-sm" htmlFor="field-required">
+                <Trans>Required Field</Trans>
+              </label>
+            </div>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericReadOnlyField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { watch, setValue } = useFormContext();
+
+  const required = watch('required');
+
+  useEffect(() => {
+    if (required) {
+      setValue('readOnly', false);
+    }
+  }, [required]);
+
+  return (
+    <FormField
+      control={formControl}
+      name="readOnly"
+      render={({ field }) => (
+        <FormItem className={cn('flex items-center space-x-2', className)}>
+          <FormControl>
+            <div className="flex items-center">
+              <Checkbox
+                id="field-read-only"
+                checked={field.value}
+                onCheckedChange={field.onChange}
+              />
+
+              <label className="text-muted-foreground ml-2 text-sm" htmlFor="field-read-only">
+                <Trans>Read Only</Trans>
+              </label>
+            </div>
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};
+
+export const EditorGenericLabelField = ({
+  formControl,
+  className,
+}: {
+  formControl: FormControlType;
+  className?: string;
+}) => {
+  const { t } = useLingui();
+
+  return (
+    <FormField
+      control={formControl}
+      name="label"
+      render={({ field }) => (
+        <FormItem className={className}>
+          <FormLabel>
+            <Trans>Label</Trans>
+          </FormLabel>
+          <FormControl>
+            <Input placeholder={t`Field label`} {...field} />
+          </FormControl>
+          <FormMessage />
+        </FormItem>
+      )}
+    />
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TInitialsFieldMeta as InitialsFieldMeta,
+  ZInitialsFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZInitialsFieldFormSchema = ZInitialsFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TInitialsFieldFormSchema = z.infer<typeof ZInitialsFieldFormSchema>;
+
+type EditorFieldInitialsFormProps = {
+  value: InitialsFieldMeta | undefined;
+  onValueChange: (value: InitialsFieldMeta) => void;
+};
+
+export const EditorFieldInitialsForm = ({
+  value = {
+    type: 'initials',
+  },
+  onValueChange,
+}: EditorFieldInitialsFormProps) => {
+  const form = useForm<TInitialsFieldFormSchema>({
+    resolver: zodResolver(ZInitialsFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZInitialsFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'initials',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,75 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm, useWatch } from 'react-hook-form';
+import type { z } from 'zod';
+
+import {
+  DEFAULT_FIELD_FONT_SIZE,
+  type TNameFieldMeta as NameFieldMeta,
+  ZNameFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { Form } from '@documenso/ui/primitives/form/form';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZNameFieldFormSchema = ZNameFieldMeta.pick({
+  fontSize: true,
+  textAlign: true,
+});
+
+type TNameFieldFormSchema = z.infer<typeof ZNameFieldFormSchema>;
+
+type EditorFieldNameFormProps = {
+  value: NameFieldMeta | undefined;
+  onValueChange: (value: NameFieldMeta) => void;
+};
+
+export const EditorFieldNameForm = ({
+  value = {
+    type: 'name',
+  },
+  onValueChange,
+}: EditorFieldNameFormProps) => {
+  const form = useForm<TNameFieldFormSchema>({
+    resolver: zodResolver(ZNameFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      fontSize: value.fontSize || DEFAULT_FIELD_FONT_SIZE,
+      textAlign: value.textAlign || 'left',
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZNameFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'name',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericFontSizeField formControl={form.control} />
+
+          <EditorGenericTextAlignField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,277 @@
+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 type { z } from 'zod';
+
+import {
+  type TNumberFieldMeta as NumberFieldMeta,
+  ZNumberFieldMeta,
+} from '@documenso/lib/types/field-meta';
+import { numberFormatValues } from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericLabelField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+  EditorGenericTextAlignField,
+} from './editor-field-generic-field-forms';
+
+const ZNumberFieldFormSchema = ZNumberFieldMeta.pick({
+  label: true,
+  placeholder: true,
+  value: true,
+  numberFormat: true,
+  fontSize: true,
+  textAlign: true,
+  required: true,
+  readOnly: true,
+  minValue: true,
+  maxValue: true,
+})
+  .refine(
+    (data) => {
+      // Minimum value cannot be greater than maximum value
+      if (typeof data.minValue === 'number' && typeof data.maxValue === 'number') {
+        return data.minValue <= data.maxValue;
+      }
+      return true;
+    },
+    {
+      message: 'Minimum value cannot be greater than maximum value',
+      path: ['minValue'],
+    },
+  )
+  .refine(
+    (data) => {
+      // A read-only field must have a value greater than 0
+      if (data.readOnly && data.value !== undefined && data.value !== '') {
+        const numberValue = parseFloat(data.value);
+        return !isNaN(numberValue) && numberValue > 0;
+      }
+      return !data.readOnly || (data.value !== undefined && data.value !== '');
+    },
+    {
+      message: 'A read-only field must have a value greater than 0',
+      path: ['value'],
+    },
+  );
+
+type TNumberFieldFormSchema = z.infer<typeof ZNumberFieldFormSchema>;
+
+type EditorFieldNumberFormProps = {
+  value: NumberFieldMeta | undefined;
+  onValueChange: (value: NumberFieldMeta) => void;
+};
+
+export const EditorFieldNumberForm = ({
+  value = {
+    type: 'number',
+  },
+  onValueChange,
+}: EditorFieldNumberFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TNumberFieldFormSchema>({
+    resolver: zodResolver(ZNumberFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      placeholder: value.placeholder || '',
+      value: value.value || '',
+      numberFormat: value.numberFormat || null,
+      fontSize: value.fontSize || 14,
+      textAlign: value.textAlign || 'left',
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+      minValue: value.minValue,
+      maxValue: value.maxValue,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZNumberFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'number',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <EditorGenericLabelField formControl={form.control} />
+
+          <FormField
+            control={form.control}
+            name="placeholder"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Placeholder</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input className="bg-background" placeholder={t`Placeholder`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="value"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Value</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input className="bg-background" placeholder={t`Value`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="numberFormat"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Number format</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Select
+                    value={field.value === null ? '-1' : field.value}
+                    onValueChange={(value) => field.onChange(value === '-1' ? null : value)}
+                  >
+                    <SelectTrigger className="text-muted-foreground bg-background w-full">
+                      <SelectValue placeholder={t`Field format`} />
+                    </SelectTrigger>
+                    <SelectContent position="popper">
+                      {numberFormatValues.map((item, index) => (
+                        <SelectItem key={index} value={item.value}>
+                          {item.label}
+                        </SelectItem>
+                      ))}
+
+                      <SelectItem value={'-1'}>
+                        <Trans>None</Trans>
+                      </SelectItem>
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          {/* Validation section */}
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <p className="text-sm font-medium">
+              <Trans>Validation</Trans>
+            </p>
+
+            <div className="flex flex-row gap-x-4">
+              <FormField
+                control={form.control}
+                name="minValue"
+                render={({ field }) => (
+                  <FormItem className="flex-1">
+                    <FormLabel>
+                      <Trans>Min</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        placeholder="E.g. 0"
+                        {...field}
+                        value={field.value ?? ''}
+                        onChange={(e) =>
+                          field.onChange(e.target.value === '' ? null : e.target.value)
+                        }
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <FormField
+                control={form.control}
+                name="maxValue"
+                render={({ field }) => (
+                  <FormItem className="flex-1">
+                    <FormLabel>
+                      <Trans>Max</Trans>
+                    </FormLabel>
+                    <FormControl>
+                      <Input
+                        className="bg-background"
+                        placeholder="E.g. 100"
+                        {...field}
+                        value={field.value ?? ''}
+                        onChange={(e) =>
+                          field.onChange(e.target.value === '' ? null : e.target.value)
+                        }
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </div>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,190 @@
+import { useEffect } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans } from '@lingui/react/macro';
+import { PlusIcon, Trash } from 'lucide-react';
+import { useForm, useWatch } from 'react-hook-form';
+import { z } from 'zod';
+
+import { type TRadioFieldMeta as RadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import {
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+} from './editor-field-generic-field-forms';
+
+const ZRadioFieldFormSchema = z
+  .object({
+    label: z.string().optional(),
+    values: z
+      .object({ id: z.number(), checked: z.boolean(), value: z.string() })
+      .array()
+      .min(1)
+      .optional(),
+    required: z.boolean().optional(),
+    readOnly: z.boolean().optional(),
+  })
+  .refine(
+    (data) => {
+      // There cannot be more than one checked option
+      if (data.values) {
+        const checkedValues = data.values.filter((option) => option.checked);
+        return checkedValues.length <= 1;
+      }
+      return true;
+    },
+    {
+      message: 'There cannot be more than one checked option',
+      path: ['values'],
+    },
+  );
+
+type TRadioFieldFormSchema = z.infer<typeof ZRadioFieldFormSchema>;
+
+export type EditorFieldRadioFormProps = {
+  value: RadioFieldMeta | undefined;
+  onValueChange: (value: RadioFieldMeta) => void;
+};
+
+export const EditorFieldRadioForm = ({
+  value = {
+    type: 'radio',
+  },
+  onValueChange,
+}: EditorFieldRadioFormProps) => {
+  const form = useForm<TRadioFieldFormSchema>({
+    resolver: zodResolver(ZRadioFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      values: value.values || [{ id: 1, checked: false, value: 'Default value' }],
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+    },
+  });
+
+  const formValues = useWatch({
+    control: form.control,
+  });
+
+  const addValue = () => {
+    const currentValues = form.getValues('values') || [];
+    const newId =
+      currentValues.length > 0 ? Math.max(...currentValues.map((val) => val.id)) + 1 : 1;
+
+    const newValues = [...currentValues, { id: newId, checked: false, value: '' }];
+    form.setValue('values', newValues);
+  };
+
+  const removeValue = (index: number) => {
+    const currentValues = form.getValues('values') || [];
+
+    if (currentValues.length === 1) {
+      return;
+    }
+
+    const newValues = [...currentValues];
+    newValues.splice(index, 1);
+
+    form.setValue('values', newValues);
+  };
+
+  useEffect(() => {
+    const validatedFormValues = ZRadioFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'radio',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2 pb-2">
+          <EditorGenericRequiredField formControl={form.control} />
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+
+          <section className="space-y-2">
+            <div className="-mx-4 mb-4 mt-2">
+              <Separator />
+            </div>
+
+            <div className="flex flex-row items-center justify-between gap-2">
+              <p className="text-sm font-medium">
+                <Trans>Radio values</Trans>
+              </p>
+
+              <button type="button" onClick={addValue}>
+                <PlusIcon className="h-4 w-4" />
+              </button>
+            </div>
+
+            <ul className="space-y-2">
+              {(formValues.values || []).map((value, index) => (
+                <li key={`radio-value-${index}`} className="flex flex-row items-center gap-2">
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.checked`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Checkbox
+                            className="data-[state=checked]:bg-primary border-foreground/30 h-5 w-5"
+                            checked={field.value}
+                            onCheckedChange={(value) => {
+                              // Uncheck all other values.
+                              const currentValues = form.getValues('values') || [];
+
+                              if (value) {
+                                const newValues = currentValues.map((val) => ({
+                                  ...val,
+                                  checked: false,
+                                }));
+
+                                form.setValue('values', newValues);
+                              }
+
+                              field.onChange(value);
+                            }}
+                          />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <FormField
+                    control={form.control}
+                    name={`values.${index}.value`}
+                    render={({ field }) => (
+                      <FormItem>
+                        <FormControl>
+                          <Input className="w-full" {...field} />
+                        </FormControl>
+                      </FormItem>
+                    )}
+                  />
+
+                  <button
+                    type="button"
+                    className="flex h-10 w-10 items-center justify-center text-slate-500 hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50"
+                    onClick={() => removeValue(index)}
+                  >
+                    <Trash className="h-5 w-5" />
+                  </button>
+                </li>
+              ))}
+            </ul>
+          </section>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

@@ -0,0 +1,191 @@
+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 TTextFieldMeta as TextFieldMeta } from '@documenso/lib/types/field-meta';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+
+import {
+  EditorGenericFontSizeField,
+  EditorGenericReadOnlyField,
+  EditorGenericRequiredField,
+  EditorGenericTextAlignField,
+} 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'],
+    },
+  );
+
+type TTextFieldFormSchema = z.infer<typeof ZTextFieldFormSchema>;
+
+type EditorFieldTextFormProps = {
+  value: TextFieldMeta | undefined;
+  onValueChange: (value: TextFieldMeta) => void;
+};
+
+export const EditorFieldTextForm = ({
+  value = {
+    type: 'text',
+  },
+  onValueChange,
+}: EditorFieldTextFormProps) => {
+  const { t } = useLingui();
+
+  const form = useForm<TTextFieldFormSchema>({
+    resolver: zodResolver(ZTextFieldFormSchema),
+    mode: 'onChange',
+    defaultValues: {
+      label: value.label || '',
+      placeholder: value.placeholder || '',
+      text: value.text || '',
+      characterLimit: value.characterLimit || 0,
+      fontSize: value.fontSize || 14,
+      textAlign: value.textAlign || 'left',
+      required: value.required || false,
+      readOnly: value.readOnly || false,
+    },
+  });
+
+  const { control } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    const validatedFormValues = ZTextFieldFormSchema.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      onValueChange({
+        type: 'text',
+        ...validatedFormValues.data,
+      });
+    }
+  }, [formValues]);
+
+  return (
+    <Form {...form}>
+      <form>
+        <fieldset className="flex flex-col gap-2">
+          <FormField
+            control={form.control}
+            name="label"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Label</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input placeholder={t`Field label`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="placeholder"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Placeholder</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input placeholder={t`Field placeholder`} {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="text"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Add text</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Textarea
+                    className="h-auto"
+                    placeholder={t`Add text to the field`}
+                    {...field}
+                    rows={1}
+                  />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <FormField
+            control={form.control}
+            name="characterLimit"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>
+                  <Trans>Character Limit</Trans>
+                </FormLabel>
+                <FormControl>
+                  <Input
+                    type="number"
+                    min={0}
+                    className="bg-background"
+                    placeholder={t`Field character limit`}
+                    {...field}
+                  />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+
+          <div className="flex w-full flex-row gap-x-4">
+            <EditorGenericFontSizeField className="w-full" formControl={form.control} />
+
+            <EditorGenericTextAlignField className="w-full" formControl={form.control} />
+          </div>
+
+          <div className="mt-1">
+            <EditorGenericRequiredField formControl={form.control} />
+          </div>
+
+          <EditorGenericReadOnlyField formControl={form.control} />
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

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

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

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

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

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

@@ -60,7 +60,7 @@ export const Header = ({ className, ...props }: HeaderProps) => {
     >
       <div className="mx-auto flex w-full max-w-screen-xl items-center justify-between gap-x-4 px-4 md:justify-normal md:px-8">
         <Link
-          to={`${getRootHref(params, { returnEmptyRootString: true })}`}
+          to={getRootHref(params)}
           className="focus-visible:ring-ring ring-offset-background hidden rounded-md focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-offset-2 md:inline"
         >
           <BrandingLogo className="h-6 w-auto" />

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

@@ -55,7 +55,7 @@ import { DocumentSigningRecipientProvider } from '../document-signing/document-s
 
 export type DirectTemplateSigningFormProps = {
   flowStep: DocumentFlowStep;
-  directRecipient: Recipient;
+  directRecipient: Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
   directRecipientFields: Field[];
   template: Omit<TTemplate, 'user'>;
   onSubmit: (_data: DirectTemplateLocalField[]) => Promise<void>;
@@ -417,11 +417,11 @@ export const DirectTemplateSigningForm = ({
 
           <DocumentSigningCompleteDialog
             isSubmitting={isSubmitting}
-            onSignatureComplete={handleSubmit}
+            onSignatureComplete={async () => handleSubmit()}
             documentTitle={template.title}
             fields={localFields}
             fieldsValidated={fieldsValidated}
-            role={directRecipient.role}
+            recipient={directRecipient}
           />
         </div>
       </DocumentFlowFormContainerFooter>

apps/remix/app/components/general/document-signing/access-auth-2fa-form.tsx

@@ -0,0 +1,312 @@
+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 { ArrowLeftIcon, KeyIcon, MailIcon } from 'lucide-react';
+import { DateTime } from 'luxon';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Alert } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { Form, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { PinInput, PinInputGroup, PinInputSlot } from '@documenso/ui/primitives/pin-input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
+
+type FormStep = 'method-selection' | 'code-input';
+type TwoFactorMethod = 'email' | 'authenticator';
+
+const ZAccessAuth2FAFormSchema = z.object({
+  token: z.string().length(6, { message: 'Token must be 6 characters long' }),
+});
+
+type TAccessAuth2FAFormSchema = z.infer<typeof ZAccessAuth2FAFormSchema>;
+
+export type AccessAuth2FAFormProps = {
+  onSubmit: (accessAuthOptions: TRecipientAccessAuth) => void;
+  token: string;
+  error?: string | null;
+};
+
+export const AccessAuth2FAForm = ({ onSubmit, token, error }: AccessAuth2FAFormProps) => {
+  const [step, setStep] = useState<FormStep>('method-selection');
+  const [selectedMethod, setSelectedMethod] = useState<TwoFactorMethod | null>(null);
+
+  const [expiresAt, setExpiresAt] = useState<Date | null>(null);
+  const [millisecondsRemaining, setMillisecondsRemaining] = useState<number | null>(null);
+
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const { user } = useRequiredDocumentSigningAuthContext();
+
+  const { mutateAsync: request2FAEmail, isPending: isRequesting2FAEmail } =
+    trpc.document.accessAuth.request2FAEmail.useMutation();
+
+  const form = useForm({
+    resolver: zodResolver(ZAccessAuth2FAFormSchema),
+    defaultValues: {
+      token: '',
+    },
+  });
+
+  const hasAuthenticatorEnabled = user?.twoFactorEnabled === true;
+
+  const onMethodSelect = async (method: TwoFactorMethod) => {
+    setSelectedMethod(method);
+
+    if (method === 'email') {
+      try {
+        const result = await request2FAEmail({
+          token: token,
+        });
+
+        setExpiresAt(result.expiresAt);
+        setMillisecondsRemaining(result.expiresAt.valueOf() - Date.now());
+
+        setStep('code-input');
+      } catch (error) {
+        toast({
+          title: _(msg`An error occurred`),
+          description: _(
+            msg`We encountered an unknown error while attempting to request the two-factor authentication code. Please try again later.`,
+          ),
+          variant: 'destructive',
+        });
+
+        return;
+      }
+    }
+
+    setStep('code-input');
+  };
+
+  const onFormSubmit = (data: TAccessAuth2FAFormSchema) => {
+    if (!selectedMethod) {
+      return;
+    }
+
+    // Prepare the auth options for the completion attempt
+    const accessAuthOptions: TRecipientAccessAuth = {
+      type: 'TWO_FACTOR_AUTH',
+      token: data.token, // Just the user's code - backend will validate using method type
+      method: selectedMethod,
+    };
+
+    onSubmit(accessAuthOptions);
+  };
+
+  const onGoBack = () => {
+    setStep('method-selection');
+    setSelectedMethod(null);
+    setExpiresAt(null);
+    setMillisecondsRemaining(null);
+  };
+
+  const onResendEmail = async () => {
+    if (selectedMethod !== 'email') {
+      return;
+    }
+
+    try {
+      const result = await request2FAEmail({
+        token: token,
+      });
+
+      setExpiresAt(result.expiresAt);
+      setMillisecondsRemaining(result.expiresAt.valueOf() - Date.now());
+    } catch (error) {
+      toast({
+        title: _(msg`An error occurred`),
+        description: _(
+          msg`We encountered an unknown error while attempting to request the two-factor authentication code. Please try again later.`,
+        ),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    const interval = setInterval(() => {
+      if (expiresAt) {
+        setMillisecondsRemaining(expiresAt.valueOf() - Date.now());
+      }
+    }, 1000);
+
+    return () => clearInterval(interval);
+  }, [expiresAt]);
+
+  return (
+    <div className="py-4">
+      {step === 'method-selection' && (
+        <div className="space-y-4">
+          <div>
+            <h3 className="text-lg font-semibold">
+              <Trans>Choose verification method</Trans>
+            </h3>
+            <p className="text-muted-foreground text-sm">
+              <Trans>Please select how you'd like to receive your verification code.</Trans>
+            </p>
+          </div>
+
+          {error && (
+            <Alert variant="destructive" padding="tight" className="text-sm">
+              {error}
+            </Alert>
+          )}
+
+          <div className="space-y-3">
+            <Button
+              type="button"
+              variant="outline"
+              className="flex h-auto w-full justify-start gap-3 p-4"
+              onClick={async () => onMethodSelect('email')}
+              disabled={isRequesting2FAEmail}
+            >
+              <MailIcon className="h-5 w-5" />
+              <div className="text-left">
+                <div className="font-medium">
+                  <Trans>Email verification</Trans>
+                </div>
+                <div className="text-muted-foreground text-sm">
+                  <Trans>We'll send a 6-digit code to your email</Trans>
+                </div>
+              </div>
+            </Button>
+
+            {hasAuthenticatorEnabled && (
+              <Button
+                type="button"
+                variant="outline"
+                className="flex h-auto w-full justify-start gap-3 p-4"
+                onClick={async () => onMethodSelect('authenticator')}
+                disabled={isRequesting2FAEmail}
+              >
+                <KeyIcon className="h-5 w-5" />
+                <div className="text-left">
+                  <div className="font-medium">
+                    <Trans>Authenticator app</Trans>
+                  </div>
+                  <div className="text-muted-foreground text-sm">
+                    <Trans>Use your authenticator app to generate a code</Trans>
+                  </div>
+                </div>
+              </Button>
+            )}
+          </div>
+        </div>
+      )}
+
+      {step === 'code-input' && (
+        <div className="space-y-4">
+          <div className="flex items-center gap-2">
+            <Button type="button" variant="ghost" size="sm" onClick={onGoBack}>
+              <ArrowLeftIcon className="h-4 w-4" />
+            </Button>
+
+            <h3 className="text-lg font-semibold">
+              <Trans>Enter verification code</Trans>
+            </h3>
+          </div>
+
+          <div className="text-muted-foreground text-sm">
+            {selectedMethod === 'email' ? (
+              <Trans>
+                We've sent a 6-digit verification code to your email. Please enter it below to
+                complete the document.
+              </Trans>
+            ) : (
+              <Trans>
+                Please open your authenticator app and enter the 6-digit code for this document.
+              </Trans>
+            )}
+          </div>
+
+          <Form {...form}>
+            <form
+              id="access-auth-2fa-form"
+              className="space-y-4"
+              onSubmit={form.handleSubmit(onFormSubmit)}
+            >
+              <fieldset disabled={isRequesting2FAEmail || form.formState.isSubmitting}>
+                <FormField
+                  control={form.control}
+                  name="token"
+                  render={({ field }) => (
+                    <FormItem className="flex-1 items-center justify-center">
+                      <PinInput
+                        {...field}
+                        maxLength={6}
+                        autoFocus
+                        inputMode="numeric"
+                        pattern="^\d+$"
+                        aria-label="2FA code"
+                        containerClassName="h-12 justify-center"
+                      >
+                        <PinInputGroup>
+                          <PinInputSlot className="h-12 w-12 text-lg" index={0} />
+                          <PinInputSlot className="h-12 w-12 text-lg" index={1} />
+                          <PinInputSlot className="h-12 w-12 text-lg" index={2} />
+                          <PinInputSlot className="h-12 w-12 text-lg" index={3} />
+                          <PinInputSlot className="h-12 w-12 text-lg" index={4} />
+                          <PinInputSlot className="h-12 w-12 text-lg" index={5} />
+                        </PinInputGroup>
+                      </PinInput>
+
+                      {expiresAt && millisecondsRemaining !== null && (
+                        <div
+                          className={cn('text-muted-foreground mt-2 text-center text-sm', {
+                            'text-destructive': millisecondsRemaining <= 0,
+                          })}
+                        >
+                          <Trans>
+                            Expires in{' '}
+                            {DateTime.fromMillis(Math.max(millisecondsRemaining, 0)).toFormat(
+                              'mm:ss',
+                            )}
+                          </Trans>
+                        </div>
+                      )}
+                    </FormItem>
+                  )}
+                />
+
+                <div className="mt-4 space-y-2">
+                  <Button
+                    type="submit"
+                    form="access-auth-2fa-form"
+                    className="w-full"
+                    disabled={!form.formState.isValid}
+                    loading={isRequesting2FAEmail || form.formState.isSubmitting}
+                  >
+                    <Trans>Verify & Complete</Trans>
+                  </Button>
+
+                  {selectedMethod === 'email' && (
+                    <Button
+                      type="button"
+                      variant="ghost"
+                      size="sm"
+                      className="w-full"
+                      onClick={onResendEmail}
+                      loading={isRequesting2FAEmail}
+                    >
+                      <Trans>Resend code</Trans>
+                    </Button>
+                  )}
+                </div>
+              </fieldset>
+            </form>
+          </Form>
+        </div>
+      )}
+    </div>
+  );
+};

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

@@ -0,0 +1,79 @@
+import { Trans } from '@lingui/react/macro';
+import { ExternalLink, PaperclipIcon } from 'lucide-react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+
+export type DocumentSigningAttachmentsPopoverProps = {
+  envelopeId: string;
+  token: string;
+};
+
+export const DocumentSigningAttachmentsPopover = ({
+  envelopeId,
+  token,
+}: DocumentSigningAttachmentsPopoverProps) => {
+  const { data: attachments } = trpc.envelope.attachment.find.useQuery({
+    envelopeId,
+    token,
+  });
+
+  if (!attachments || attachments.data.length === 0) {
+    return null;
+  }
+
+  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>
+      </PopoverTrigger>
+
+      <PopoverContent className="w-96" align="start">
+        <div className="space-y-4">
+          <div>
+            <h4 className="font-medium">
+              <Trans>Attachments</Trans>
+            </h4>
+            <p className="text-muted-foreground mt-1 text-sm">
+              <Trans>Documents and resources related to this envelope.</Trans>
+            </p>
+          </div>
+
+          <div className="space-y-2">
+            {attachments?.data.map((attachment) => (
+              <a
+                key={attachment.id}
+                href={attachment.data}
+                title={attachment.data}
+                target="_blank"
+                rel="noopener noreferrer"
+                className="border-border hover:bg-muted/50 group flex items-center justify-between rounded-md border px-3 py-2.5 transition duration-200"
+              >
+                <div className="flex flex-1 items-center gap-2.5">
+                  <div className="bg-muted rounded p-2">
+                    <PaperclipIcon className="h-4 w-4" />
+                  </div>
+
+                  <span className="text-muted-foreground hover:text-foreground block truncate text-sm underline">
+                    {attachment.label}
+                  </span>
+                </div>
+
+                <ExternalLink className="h-4 w-4 opacity-0 transition duration-200 group-hover:opacity-100" />
+              </a>
+            ))}
+          </div>
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

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

@@ -1,6 +1,6 @@
 import { createContext, useContext, useEffect, useMemo, useState } from 'react';
 
-import { type Document, FieldType, type Passkey, type Recipient } from '@prisma/client';
+import { type Envelope, FieldType, type Passkey, type Recipient } from '@prisma/client';
 
 import type { SessionUser } from '@documenso/auth/server/lib/session/session';
 import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
@@ -24,14 +24,16 @@ type PasskeyData = {
   isError: boolean;
 };
 
+type SigningAuthRecipient = Pick<Recipient, 'authOptions' | 'email' | 'role' | 'name' | 'token'>;
+
 export type DocumentSigningAuthContextValue = {
   executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;
-  documentAuthOptions: Document['authOptions'];
+  documentAuthOptions: Envelope['authOptions'];
   documentAuthOption: TDocumentAuthOptions;
-  setDocumentAuthOptions: (_value: Document['authOptions']) => void;
-  recipient: Recipient;
+  setDocumentAuthOptions: (_value: Envelope['authOptions']) => void;
+  recipient: SigningAuthRecipient;
   recipientAuthOption: TRecipientAuthOptions;
-  setRecipient: (_value: Recipient) => void;
+  setRecipient: (_value: SigningAuthRecipient) => void;
   derivedRecipientAccessAuth: TRecipientAccessAuthTypes[];
   derivedRecipientActionAuth: TRecipientActionAuthTypes[];
   isAuthRedirectRequired: boolean;
@@ -61,8 +63,8 @@ export const useRequiredDocumentSigningAuthContext = () => {
 };
 
 export interface DocumentSigningAuthProviderProps {
-  documentAuthOptions: Document['authOptions'];
-  recipient: Recipient;
+  documentAuthOptions: Envelope['authOptions'];
+  recipient: SigningAuthRecipient;
   user?: SessionUser | null;
   children: React.ReactNode;
 }

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

@@ -2,12 +2,17 @@ import { useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans } from '@lingui/react/macro';
-import type { Field } from '@prisma/client';
+import type { Field, Recipient } from '@prisma/client';
 import { RecipientRole } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { match } from 'ts-pattern';
 import { z } from 'zod';
 
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import {
+  type TRecipientAccessAuth,
+  ZDocumentAccessAuthSchema,
+} from '@documenso/lib/types/document-auth';
 import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -27,15 +32,21 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 
+import { AccessAuth2FAForm } from '~/components/general/document-signing/access-auth-2fa-form';
 import { DocumentSigningDisclosure } from '~/components/general/document-signing/document-signing-disclosure';
 
+import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
+
 export type DocumentSigningCompleteDialogProps = {
   isSubmitting: boolean;
   documentTitle: string;
   fields: Field[];
   fieldsValidated: () => void | Promise<void>;
-  onSignatureComplete: (nextSigner?: { name: string; email: string }) => void | Promise<void>;
-  role: RecipientRole;
+  onSignatureComplete: (
+    nextSigner?: { name: string; email: string },
+    accessAuthOptions?: TRecipientAccessAuth,
+  ) => void | Promise<void>;
+  recipient: Pick<Recipient, 'name' | 'email' | 'role' | 'token'>;
   disabled?: boolean;
   allowDictateNextSigner?: boolean;
   defaultNextSigner?: {
@@ -47,6 +58,7 @@ export type DocumentSigningCompleteDialogProps = {
 const ZNextSignerFormSchema = z.object({
   name: z.string().min(1, 'Name is required'),
   email: z.string().email('Invalid email address'),
+  accessAuthOptions: ZDocumentAccessAuthSchema.optional(),
 });
 
 type TNextSignerFormSchema = z.infer<typeof ZNextSignerFormSchema>;
@@ -57,7 +69,7 @@ export const DocumentSigningCompleteDialog = ({
   fields,
   fieldsValidated,
   onSignatureComplete,
-  role,
+  recipient,
   disabled = false,
   allowDictateNextSigner = false,
   defaultNextSigner,
@@ -65,6 +77,11 @@ export const DocumentSigningCompleteDialog = ({
   const [showDialog, setShowDialog] = useState(false);
   const [isEditingNextSigner, setIsEditingNextSigner] = useState(false);
 
+  const [showTwoFactorForm, setShowTwoFactorForm] = useState(false);
+  const [twoFactorValidationError, setTwoFactorValidationError] = useState<string | null>(null);
+
+  const { derivedRecipientAccessAuth, user } = useRequiredDocumentSigningAuthContext();
+
   const form = useForm<TNextSignerFormSchema>({
     resolver: allowDictateNextSigner ? zodResolver(ZNextSignerFormSchema) : undefined,
     defaultValues: {
@@ -75,6 +92,11 @@ export const DocumentSigningCompleteDialog = ({
 
   const isComplete = useMemo(() => !fieldsContainUnsignedRequiredField(fields), [fields]);
 
+  const completionRequires2FA = useMemo(
+    () => derivedRecipientAccessAuth.includes('TWO_FACTOR_AUTH'),
+    [derivedRecipientAccessAuth],
+  );
+
   const handleOpenChange = (open: boolean) => {
     if (form.formState.isSubmitting || !isComplete) {
       return;
@@ -93,16 +115,43 @@ export const DocumentSigningCompleteDialog = ({
 
   const onFormSubmit = async (data: TNextSignerFormSchema) => {
     try {
-      if (allowDictateNextSigner && data.name && data.email) {
-        await onSignatureComplete({ name: data.name, email: data.email });
-      } else {
-        await onSignatureComplete();
+      // Check if 2FA is required
+      if (completionRequires2FA && !data.accessAuthOptions) {
+        setShowTwoFactorForm(true);
+        return;
       }
+
+      const nextSigner =
+        allowDictateNextSigner && data.name && data.email
+          ? { name: data.name, email: data.email }
+          : undefined;
+
+      await onSignatureComplete(nextSigner, data.accessAuthOptions);
     } catch (error) {
-      console.error('Error completing signature:', error);
+      const err = AppError.parseError(error);
+
+      if (AppErrorCode.TWO_FACTOR_AUTH_FAILED === err.code) {
+        // This was a 2FA validation failure - show the 2FA dialog again with error
+        form.setValue('accessAuthOptions', undefined);
+
+        setTwoFactorValidationError('Invalid verification code. Please try again.');
+        setShowTwoFactorForm(true);
+
+        return;
+      }
     }
   };
 
+  const onTwoFactorFormSubmit = (validatedAuthOptions: TRecipientAccessAuth) => {
+    form.setValue('accessAuthOptions', validatedAuthOptions);
+
+    setShowTwoFactorForm(false);
+    setTwoFactorValidationError(null);
+
+    // Now trigger the form submission with auth options
+    void form.handleSubmit(onFormSubmit)();
+  };
+
   const isNextSignerValid = !allowDictateNextSigner || (form.watch('name') && form.watch('email'));
 
   return (
@@ -116,7 +165,7 @@ export const DocumentSigningCompleteDialog = ({
           loading={isSubmitting}
           disabled={disabled}
         >
-          {match({ isComplete, role })
+          {match({ isComplete, role: recipient.role })
             .with({ isComplete: false }, () => <Trans>Next field</Trans>)
             .with({ isComplete: true, role: RecipientRole.APPROVER }, () => <Trans>Approve</Trans>)
             .with({ isComplete: true, role: RecipientRole.VIEWER }, () => (
@@ -128,184 +177,194 @@ export const DocumentSigningCompleteDialog = ({
       </DialogTrigger>
 
       <DialogContent>
-        <Form {...form}>
-          <form onSubmit={form.handleSubmit(onFormSubmit)}>
-            <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
-              <DialogTitle>
-                <div className="text-foreground text-xl font-semibold">
-                  {match(role)
-                    .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
-                    .with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
-                    .with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
-                    .with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
-                    .with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
-                    .exhaustive()}
-                </div>
-              </DialogTitle>
-
-              <div className="text-muted-foreground max-w-[50ch]">
-                {match(role)
-                  .with(RecipientRole.VIEWER, () => (
-                    <span>
-                      <Trans>
-                        <span className="inline-flex flex-wrap">
-                          You are about to complete viewing "
-                          <span className="inline-block max-w-[11rem] truncate align-baseline">
-                            {documentTitle}
-                          </span>
-                          ".
-                        </span>
-                        <br /> Are you sure?
-                      </Trans>
-                    </span>
-                  ))
-                  .with(RecipientRole.SIGNER, () => (
-                    <span>
-                      <Trans>
-                        <span className="inline-flex flex-wrap">
-                          You are about to complete signing "
-                          <span className="inline-block max-w-[11rem] truncate align-baseline">
-                            {documentTitle}
-                          </span>
-                          ".
-                        </span>
-                        <br /> Are you sure?
-                      </Trans>
-                    </span>
-                  ))
-                  .with(RecipientRole.APPROVER, () => (
-                    <span>
-                      <Trans>
-                        <span className="inline-flex flex-wrap">
-                          You are about to complete approving{' '}
-                          <span className="inline-block max-w-[11rem] truncate align-baseline">
-                            "{documentTitle}"
-                          </span>
-                          .
-                        </span>
-                        <br /> Are you sure?
-                      </Trans>
-                    </span>
-                  ))
-                  .otherwise(() => (
-                    <span>
-                      <Trans>
-                        <span className="inline-flex flex-wrap">
-                          You are about to complete viewing "
-                          <span className="inline-block max-w-[11rem] truncate align-baseline">
-                            {documentTitle}
-                          </span>
-                          ".
-                        </span>
-                        <br /> Are you sure?
-                      </Trans>
-                    </span>
-                  ))}
-              </div>
-
-              {allowDictateNextSigner && (
-                <div className="mt-4 flex flex-col gap-4">
-                  {!isEditingNextSigner && (
-                    <div>
-                      <p className="text-muted-foreground text-sm">
-                        The next recipient to sign this document will be{' '}
-                        <span className="font-semibold">{form.watch('name')}</span> (
-                        <span className="font-semibold">{form.watch('email')}</span>).
-                      </p>
-
-                      <Button
-                        type="button"
-                        className="mt-2"
-                        variant="outline"
-                        size="sm"
-                        onClick={() => setIsEditingNextSigner((prev) => !prev)}
-                      >
-                        <Trans>Update Recipient</Trans>
-                      </Button>
-                    </div>
-                  )}
-
-                  {isEditingNextSigner && (
-                    <div className="flex flex-col gap-4 md:flex-row">
-                      <FormField
-                        control={form.control}
-                        name="name"
-                        render={({ field }) => (
-                          <FormItem className="flex-1">
-                            <FormLabel>
-                              <Trans>Name</Trans>
-                            </FormLabel>
-                            <FormControl>
-                              <Input
-                                {...field}
-                                className="mt-2"
-                                placeholder="Enter the next signer's name"
-                              />
-                            </FormControl>
-
-                            <FormMessage />
-                          </FormItem>
-                        )}
-                      />
-
-                      <FormField
-                        control={form.control}
-                        name="email"
-                        render={({ field }) => (
-                          <FormItem className="flex-1">
-                            <FormLabel>
-                              <Trans>Email</Trans>
-                            </FormLabel>
-                            <FormControl>
-                              <Input
-                                {...field}
-                                type="email"
-                                className="mt-2"
-                                placeholder="Enter the next signer's email"
-                              />
-                            </FormControl>
-                            <FormMessage />
-                          </FormItem>
-                        )}
-                      />
-                    </div>
-                  )}
-                </div>
-              )}
-
-              <DocumentSigningDisclosure className="mt-4" />
-
-              <DialogFooter className="mt-4">
-                <div className="flex w-full flex-1 flex-nowrap gap-4">
-                  <Button
-                    type="button"
-                    className="flex-1"
-                    variant="secondary"
-                    onClick={() => setShowDialog(false)}
-                    disabled={form.formState.isSubmitting}
-                  >
-                    <Trans>Cancel</Trans>
-                  </Button>
-
-                  <Button
-                    type="submit"
-                    className="flex-1"
-                    disabled={!isComplete || !isNextSignerValid}
-                    loading={form.formState.isSubmitting}
-                  >
-                    {match(role)
-                      .with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
-                      .with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
-                      .with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
-                      .with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
-                      .with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
+        {!showTwoFactorForm && (
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onFormSubmit)}>
+              <fieldset disabled={form.formState.isSubmitting} className="border-none p-0">
+                <DialogTitle>
+                  <div className="text-foreground text-xl font-semibold">
+                    {match(recipient.role)
+                      .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
+                      .with(RecipientRole.SIGNER, () => <Trans>Complete Signing</Trans>)
+                      .with(RecipientRole.APPROVER, () => <Trans>Complete Approval</Trans>)
+                      .with(RecipientRole.CC, () => <Trans>Complete Viewing</Trans>)
+                      .with(RecipientRole.ASSISTANT, () => <Trans>Complete Assisting</Trans>)
                       .exhaustive()}
-                  </Button>
+                  </div>
+                </DialogTitle>
+
+                <div className="text-muted-foreground max-w-[50ch]">
+                  {match(recipient.role)
+                    .with(RecipientRole.VIEWER, () => (
+                      <span>
+                        <Trans>
+                          <span className="inline-flex flex-wrap">
+                            You are about to complete viewing "
+                            <span className="inline-block max-w-[11rem] truncate align-baseline">
+                              {documentTitle}
+                            </span>
+                            ".
+                          </span>
+                          <br /> Are you sure?
+                        </Trans>
+                      </span>
+                    ))
+                    .with(RecipientRole.SIGNER, () => (
+                      <span>
+                        <Trans>
+                          <span className="inline-flex flex-wrap">
+                            You are about to complete signing "
+                            <span className="inline-block max-w-[11rem] truncate align-baseline">
+                              {documentTitle}
+                            </span>
+                            ".
+                          </span>
+                          <br /> Are you sure?
+                        </Trans>
+                      </span>
+                    ))
+                    .with(RecipientRole.APPROVER, () => (
+                      <span>
+                        <Trans>
+                          <span className="inline-flex flex-wrap">
+                            You are about to complete approving{' '}
+                            <span className="inline-block max-w-[11rem] truncate align-baseline">
+                              "{documentTitle}"
+                            </span>
+                            .
+                          </span>
+                          <br /> Are you sure?
+                        </Trans>
+                      </span>
+                    ))
+                    .otherwise(() => (
+                      <span>
+                        <Trans>
+                          <span className="inline-flex flex-wrap">
+                            You are about to complete viewing "
+                            <span className="inline-block max-w-[11rem] truncate align-baseline">
+                              {documentTitle}
+                            </span>
+                            ".
+                          </span>
+                          <br /> Are you sure?
+                        </Trans>
+                      </span>
+                    ))}
                 </div>
-              </DialogFooter>
-            </fieldset>
-          </form>
-        </Form>
+
+                {allowDictateNextSigner && (
+                  <div className="mt-4 flex flex-col gap-4">
+                    {!isEditingNextSigner && (
+                      <div>
+                        <p className="text-muted-foreground text-sm">
+                          The next recipient to sign this document will be{' '}
+                          <span className="font-semibold">{form.watch('name')}</span> (
+                          <span className="font-semibold">{form.watch('email')}</span>).
+                        </p>
+
+                        <Button
+                          type="button"
+                          className="mt-2"
+                          variant="outline"
+                          size="sm"
+                          onClick={() => setIsEditingNextSigner((prev) => !prev)}
+                        >
+                          <Trans>Update Recipient</Trans>
+                        </Button>
+                      </div>
+                    )}
+
+                    {isEditingNextSigner && (
+                      <div className="flex flex-col gap-4 md:flex-row">
+                        <FormField
+                          control={form.control}
+                          name="name"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Name</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's name"
+                                />
+                              </FormControl>
+
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+
+                        <FormField
+                          control={form.control}
+                          name="email"
+                          render={({ field }) => (
+                            <FormItem className="flex-1">
+                              <FormLabel>
+                                <Trans>Email</Trans>
+                              </FormLabel>
+                              <FormControl>
+                                <Input
+                                  {...field}
+                                  type="email"
+                                  className="mt-2"
+                                  placeholder="Enter the next signer's email"
+                                />
+                              </FormControl>
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      </div>
+                    )}
+                  </div>
+                )}
+
+                <DocumentSigningDisclosure className="mt-4" />
+
+                <DialogFooter className="mt-4">
+                  <div className="flex w-full flex-1 flex-nowrap gap-4">
+                    <Button
+                      type="button"
+                      className="flex-1"
+                      variant="secondary"
+                      onClick={() => setShowDialog(false)}
+                      disabled={form.formState.isSubmitting}
+                    >
+                      <Trans>Cancel</Trans>
+                    </Button>
+
+                    <Button
+                      type="submit"
+                      className="flex-1"
+                      disabled={!isComplete || !isNextSignerValid}
+                      loading={form.formState.isSubmitting}
+                    >
+                      {match(recipient.role)
+                        .with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
+                        .with(RecipientRole.SIGNER, () => <Trans>Sign</Trans>)
+                        .with(RecipientRole.APPROVER, () => <Trans>Approve</Trans>)
+                        .with(RecipientRole.CC, () => <Trans>Mark as Viewed</Trans>)
+                        .with(RecipientRole.ASSISTANT, () => <Trans>Complete</Trans>)
+                        .exhaustive()}
+                    </Button>
+                  </div>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        )}
+
+        {showTwoFactorForm && (
+          <AccessAuth2FAForm
+            token={recipient.token}
+            error={twoFactorValidationError}
+            onSubmit={onTwoFactorFormSubmit}
+          />
+        )}
       </DialogContent>
     </Dialog>
   );

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

@@ -8,7 +8,7 @@ import { Controller, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
-import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { sortFieldsByPosition } from '@documenso/lib/utils/fields';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
@@ -34,10 +34,10 @@ export type DocumentSigningFormProps = {
   isRecipientsTurn: boolean;
   allRecipients?: RecipientWithFields[];
   setSelectedSignerId?: (id: number | null) => void;
-  completeDocument: (
-    authOptions?: TRecipientActionAuth,
-    nextSigner?: { email: string; name: string },
-  ) => Promise<void>;
+  completeDocument: (options: {
+    accessAuthOptions?: TRecipientAccessAuth;
+    nextSigner?: { email: string; name: string };
+  }) => Promise<void>;
   isSubmitting: boolean;
   fieldsValidated: () => void;
   nextRecipient?: RecipientWithFields;
@@ -105,7 +105,7 @@ export const DocumentSigningForm = ({
     setIsAssistantSubmitting(true);
 
     try {
-      await completeDocument(undefined, nextSigner);
+      await completeDocument({ nextSigner });
     } catch (err) {
       toast({
         title: 'Error',
@@ -149,10 +149,10 @@ export const DocumentSigningForm = ({
                     documentTitle={document.title}
                     fields={fields}
                     fieldsValidated={localFieldsValidated}
-                    onSignatureComplete={async (nextSigner) => {
-                      await completeDocument(undefined, nextSigner);
-                    }}
-                    role={recipient.role}
+                    onSignatureComplete={async (nextSigner, accessAuthOptions) =>
+                      completeDocument({ nextSigner, accessAuthOptions })
+                    }
+                    recipient={recipient}
                     allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
                     defaultNextSigner={
                       nextRecipient
@@ -309,10 +309,13 @@ export const DocumentSigningForm = ({
                   fields={fields}
                   fieldsValidated={localFieldsValidated}
                   disabled={!isRecipientsTurn}
-                  onSignatureComplete={async (nextSigner) => {
-                    await completeDocument(undefined, nextSigner);
-                  }}
-                  role={recipient.role}
+                  onSignatureComplete={async (nextSigner, accessAuthOptions) =>
+                    completeDocument({
+                      accessAuthOptions,
+                      nextSigner,
+                    })
+                  }
+                  recipient={recipient}
                   allowDictateNextSigner={
                     nextRecipient && document.documentMeta?.allowDictateNextSigner
                   }

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

@@ -12,7 +12,7 @@ import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-form
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
-import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
 import {
   ZCheckboxFieldMeta,
   ZDropdownFieldMeta,
@@ -32,6 +32,7 @@ import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
+import { DocumentSigningAttachmentsPopover } from '~/components/general/document-signing/document-signing-attachments-popover';
 import { DocumentSigningAutoSign } from '~/components/general/document-signing/document-signing-auto-sign';
 import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
 import { DocumentSigningDateField } from '~/components/general/document-signing/document-signing-date-field';
@@ -46,10 +47,11 @@ import { DocumentSigningRejectDialog } from '~/components/general/document-signi
 import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
 import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
 
+import { useRequiredDocumentSigningAuthContext } from './document-signing-auth-provider';
 import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
 
-export type DocumentSigningPageViewProps = {
+export type DocumentSigningPageViewV1Props = {
   recipient: RecipientWithFields;
   document: DocumentAndSender;
   fields: Field[];
@@ -59,7 +61,7 @@ export type DocumentSigningPageViewProps = {
   includeSenderDetails: boolean;
 };
 
-export const DocumentSigningPageView = ({
+export const DocumentSigningPageViewV1 = ({
   recipient,
   document,
   fields,
@@ -67,9 +69,15 @@ export const DocumentSigningPageView = ({
   isRecipientsTurn,
   allRecipients = [],
   includeSenderDetails,
-}: DocumentSigningPageViewProps) => {
+}: DocumentSigningPageViewV1Props) => {
   const { documentData, documentMeta } = document;
 
+  const { derivedRecipientAccessAuth, user: authUser } = useRequiredDocumentSigningAuthContext();
+
+  const hasAuthenticator = authUser?.twoFactorEnabled
+    ? authUser.twoFactorEnabled && authUser.email === recipient.email
+    : false;
+
   const navigate = useNavigate();
   const analytics = useAnalytics();
 
@@ -94,14 +102,16 @@ export const DocumentSigningPageView = ({
     validateFieldsInserted(fieldsRequiringValidation);
   };
 
-  const completeDocument = async (
-    authOptions?: TRecipientActionAuth,
-    nextSigner?: { email: string; name: string },
-  ) => {
+  const completeDocument = async (options: {
+    accessAuthOptions?: TRecipientAccessAuth;
+    nextSigner?: { email: string; name: string };
+  }) => {
+    const { accessAuthOptions, nextSigner } = options;
+
     const payload = {
       token: recipient.token,
       documentId: document.id,
-      authOptions,
+      accessAuthOptions,
       ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
     };
 
@@ -222,7 +232,13 @@ export const DocumentSigningPageView = ({
             </span>
           </div>
 
-          <DocumentSigningRejectDialog document={document} token={recipient.token} />
+          <div className="flex items-center gap-x-4">
+            <DocumentSigningAttachmentsPopover
+              envelopeId={document.envelopeId}
+              token={recipient.token}
+            />
+            <DocumentSigningRejectDialog documentId={document.id} token={recipient.token} />
+          </div>
         </div>
 
         <div className="relative mt-4 flex w-full flex-col gap-x-6 gap-y-8 sm:mt-8 md:flex-row lg:gap-x-8 lg:gap-y-0">
@@ -265,10 +281,10 @@ export const DocumentSigningPageView = ({
                           fields={fields}
                           fieldsValidated={fieldsValidated}
                           disabled={!isRecipientsTurn}
-                          onSignatureComplete={async (nextSigner) => {
-                            await completeDocument(undefined, nextSigner);
-                          }}
-                          role={recipient.role}
+                          onSignatureComplete={async (nextSigner) =>
+                            completeDocument({ nextSigner })
+                          }
+                          recipient={recipient}
                           allowDictateNextSigner={
                             nextRecipient && documentMeta?.allowDictateNextSigner
                           }

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

@@ -0,0 +1,184 @@
+import { lazy } from 'react';
+
+import { Plural, Trans } from '@lingui/react/macro';
+import { motion } from 'framer-motion';
+import { ArrowLeftIcon, BanIcon, DownloadCloudIcon } from 'lucide-react';
+import { Link } from 'react-router';
+
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
+import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
+import { Button } from '@documenso/ui/primitives/button';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { SignFieldDropdownDialog } from '~/components/dialogs/sign-field-dropdown-dialog';
+import { SignFieldEmailDialog } from '~/components/dialogs/sign-field-email-dialog';
+import { SignFieldInitialsDialog } from '~/components/dialogs/sign-field-initials-dialog';
+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 { DocumentSigningAttachmentsPopover } from '../document-signing/document-signing-attachments-popover';
+import { EnvelopeItemSelector } from '../envelope-editor/envelope-file-selector';
+import EnvelopeSignerForm from '../envelope-signing/envelope-signer-form';
+import { EnvelopeSignerHeader } from '../envelope-signing/envelope-signer-header';
+import { useRequiredEnvelopeSigningContext } from './envelope-signing-provider';
+
+const EnvelopeSignerPageRenderer = lazy(
+  async () => import('../envelope-signing/envelope-signer-page-renderer'),
+);
+
+export const DocumentSigningPageViewV2 = () => {
+  const { envelopeItems, currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const {
+    envelope,
+    recipient,
+    recipientFields,
+    recipientFieldsRemaining,
+    showPendingFieldTooltip,
+  } = useRequiredEnvelopeSigningContext();
+
+  return (
+    <div className="h-screen w-screen bg-gray-50">
+      <SignFieldEmailDialog.Root />
+      <SignFieldTextDialog.Root />
+      <SignFieldNumberDialog.Root />
+      <SignFieldNameDialog.Root />
+      <SignFieldInitialsDialog.Root />
+      <SignFieldDropdownDialog.Root />
+      <SignFieldSignatureDialog.Root />
+
+      <EnvelopeSignerHeader />
+
+      {/* Main Content Area */}
+      <div className="flex h-[calc(100vh-73px)] w-screen">
+        {/* Left Section - Step Navigation */}
+        <div className="hidden w-80 flex-shrink-0 flex-col overflow-y-auto border-r border-gray-200 bg-white py-4 lg:flex">
+          <div className="px-4">
+            <h3 className="flex items-end justify-between text-sm font-semibold text-gray-900">
+              <Trans>Sign Document</Trans>
+
+              <span className="text-muted-foreground ml-2 rounded border bg-gray-50 px-2 py-0.5 text-xs">
+                <Trans>{recipientFieldsRemaining.length} fields remaining</Trans>
+              </span>
+            </h3>
+
+            <div className="bg-muted relative my-4 h-[4px] rounded-md">
+              <motion.div
+                layout="size"
+                layoutId="document-flow-container-step"
+                className="bg-documenso absolute inset-y-0 left-0"
+                style={{
+                  width: `${(100 / recipientFields.length) * (recipientFieldsRemaining.length ?? 0)}%`,
+                }}
+              />
+            </div>
+
+            <div className="mt-6 space-y-3">
+              <EnvelopeSignerForm />
+            </div>
+          </div>
+
+          <Separator className="my-6" />
+
+          {/* Quick Actions. */}
+          <div className="space-y-3 px-4">
+            <h4 className="text-sm font-semibold text-gray-900">
+              <Trans>Actions</Trans>
+            </h4>
+
+            <div className="w-full">
+              <DocumentSigningAttachmentsPopover envelopeId={envelope.id} token={recipient.token} />
+            </div>
+
+            {/* Todo: Allow selecting which document to download and/or the original */}
+            <Button variant="ghost" size="sm" className="w-full justify-start">
+              <DownloadCloudIcon className="mr-2 h-4 w-4" />
+              <Trans>Download Original</Trans>
+            </Button>
+
+            {/* Todo: Envelopes */}
+            <Button
+              variant="ghost"
+              size="sm"
+              className="hover:text-destructive w-full justify-start"
+            >
+              <BanIcon className="mr-2 h-4 w-4" />
+              <Trans>Reject Document</Trans>
+            </Button>
+          </div>
+
+          {/* 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>
+        </div>
+
+        {/* Main Content - Changes based on current step */}
+        <div className="flex-1 overflow-y-auto">
+          <div className="flex flex-col">
+            {/* Horizontal envelope item selector */}
+            <div className="flex h-fit space-x-2 overflow-x-auto p-4">
+              {envelopeItems.map((doc, i) => (
+                <EnvelopeItemSelector
+                  key={doc.id}
+                  number={i + 1}
+                  primaryText={doc.title}
+                  secondaryText={
+                    <Plural
+                      one="1 Field"
+                      other="# Fields"
+                      value={
+                        recipientFieldsRemaining.filter((field) => field.envelopeItemId === doc.id)
+                          .length
+                      }
+                    />
+                  }
+                  isSelected={currentEnvelopeItem?.id === doc.id}
+                  buttonProps={{ onClick: () => setCurrentEnvelopeItem(doc.id) }}
+                />
+              ))}
+            </div>
+
+            {/* Document View */}
+            <div className="mt-4 flex justify-center p-4">
+              {currentEnvelopeItem &&
+                showPendingFieldTooltip &&
+                recipientFieldsRemaining.length > 0 &&
+                recipientFieldsRemaining[0]?.envelopeItemId === currentEnvelopeItem?.id && (
+                  <FieldToolTip
+                    key={recipientFieldsRemaining[0].id}
+                    field={recipientFieldsRemaining[0]}
+                    color="warning"
+                  >
+                    <Trans>Click to insert field</Trans>
+                  </FieldToolTip>
+                )}
+
+              {currentEnvelopeItem ? (
+                <PDFViewerKonvaLazy
+                  key={currentEnvelopeItem.id}
+                  documentDataId={currentEnvelopeItem.documentDataId}
+                  customPageRenderer={EnvelopeSignerPageRenderer}
+                />
+              ) : (
+                <div className="flex flex-col items-center justify-center py-32">
+                  <p className="text-foreground text-sm">
+                    <Trans>No documents found</Trans>
+                  </p>
+                </div>
+              )}
+            </div>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+};

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

@@ -10,7 +10,10 @@ export interface DocumentSigningRecipientContextValue {
    * In regular mode, this is the actual signer.
    * In assistant mode, this is the recipient who is helping fill out the document.
    */
-  recipient: Recipient | RecipientWithFields;
+  recipient: Pick<
+    Recipient | RecipientWithFields,
+    'name' | 'email' | 'token' | 'role' | 'authOptions'
+  >;
 
   /**
    * Only present in assistant mode.
@@ -29,7 +32,10 @@ const DocumentSigningRecipientContext = createContext<DocumentSigningRecipientCo
 );
 
 export interface DocumentSigningRecipientProviderProps extends PropsWithChildren {
-  recipient: Recipient | RecipientWithFields;
+  recipient: Pick<
+    Recipient | RecipientWithFields,
+    'name' | 'email' | 'token' | 'role' | 'authOptions'
+  >;
   targetSigner?: RecipientWithFields | null;
 }
 

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

@@ -3,7 +3,6 @@ import { useEffect, useState } from 'react';
 import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
-import type { Document } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 import { useSearchParams } from 'react-router';
@@ -37,13 +36,13 @@ const ZRejectDocumentFormSchema = z.object({
 type TRejectDocumentFormSchema = z.infer<typeof ZRejectDocumentFormSchema>;
 
 export interface DocumentSigningRejectDialogProps {
-  document: Pick<Document, 'id'>;
+  documentId: number;
   token: string;
   onRejected?: (reason: string) => void | Promise<void>;
 }
 
 export function DocumentSigningRejectDialog({
-  document,
+  documentId,
   token,
   onRejected,
 }: DocumentSigningRejectDialogProps) {
@@ -66,7 +65,7 @@ export function DocumentSigningRejectDialog({
   const onRejectDocument = async ({ reason }: TRejectDocumentFormSchema) => {
     try {
       await rejectDocumentWithToken({
-        documentId: document.id,
+        documentId,
         token,
         reason,
       });

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

@@ -0,0 +1,290 @@
+import { createContext, useContext, useMemo, useState } from 'react';
+
+import {
+  type Field,
+  FieldType,
+  type Recipient,
+  RecipientRole,
+  SigningStatus,
+} from '@prisma/client';
+
+import { isBase64Image } from '@documenso/lib/constants/signatures';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+import type { EnvelopeForSigningResponse } from '@documenso/lib/server-only/envelope/get-envelope-for-recipient-signing';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
+import { trpc } from '@documenso/trpc/react';
+import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
+
+export type EnvelopeSigningContextValue = {
+  fullName: string;
+  setFullName: (_value: string) => void;
+  email: string;
+  setEmail: (_value: string) => void;
+  signature: string | null;
+  setSignature: (_value: string | null) => void;
+
+  showPendingFieldTooltip: boolean;
+  setShowPendingFieldTooltip: (_value: boolean) => void;
+
+  envelopeData: EnvelopeForSigningResponse;
+  envelope: EnvelopeForSigningResponse['envelope'];
+
+  recipient: EnvelopeForSigningResponse['recipient'];
+  recipientFieldsRemaining: Field[];
+  recipientFields: Field[];
+  selectedRecipientFields: Field[];
+  nextRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
+  otherRecipientCompletedFields: (Field & {
+    recipient: Pick<Recipient, 'name' | 'email' | 'signingStatus' | 'role'>;
+  })[];
+  assistantRecipients: EnvelopeForSigningResponse['envelope']['recipients'];
+  assistantFields: Field[];
+  setSelectedAssistantRecipientId: (_value: number | null) => void;
+  selectedAssistantRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
+
+  signField: (_fieldId: number, _value: TSignEnvelopeFieldValue) => Promise<void>;
+};
+
+const EnvelopeSigningContext = createContext<EnvelopeSigningContextValue | null>(null);
+
+export const useEnvelopeSigningContext = () => {
+  return useContext(EnvelopeSigningContext);
+};
+
+export const useRequiredEnvelopeSigningContext = () => {
+  const context = useEnvelopeSigningContext();
+
+  if (!context) {
+    throw new Error('Signing context is required');
+  }
+
+  return context;
+};
+
+export interface EnvelopeSigningProviderProps {
+  fullName?: string | null;
+  email?: string | null;
+  signature?: string | null;
+  envelopeData: EnvelopeForSigningResponse;
+  children: React.ReactNode;
+}
+
+export const EnvelopeSigningProvider = ({
+  fullName: initialFullName,
+  email: initialEmail,
+  signature: initialSignature,
+  envelopeData: initialEnvelopeData,
+  children,
+}: EnvelopeSigningProviderProps) => {
+  const [envelopeData, setEnvelopeData] = useState(initialEnvelopeData);
+
+  const { envelope, recipient } = envelopeData;
+
+  const [fullName, setFullName] = useState(initialFullName || '');
+  const [email, setEmail] = useState(initialEmail || '');
+
+  const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
+
+  const {
+    mutateAsync: completeDocument,
+    isPending,
+    isSuccess,
+  } = trpc.recipient.completeDocumentWithToken.useMutation();
+
+  const { mutateAsync: signEnvelopeField } = trpc.envelope.field.sign.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (data) => {
+      console.log('signEnvelopeField', data);
+
+      const newRecipientFields = envelopeData.recipient.fields.map((field) =>
+        field.id === data.signedField.id ? data.signedField : field,
+      );
+
+      setEnvelopeData((prev) => ({
+        ...prev,
+        recipient: {
+          ...prev.recipient,
+          fields: newRecipientFields,
+        },
+      }));
+    },
+  });
+
+  // Ensure the user signature doesn't show up if it's not allowed.
+  const [signature, setSignature] = useState(
+    (() => {
+      const sig = initialSignature || '';
+      const isBase64 = isBase64Image(sig);
+
+      if (
+        !sig &&
+        (envelope.documentMeta.uploadSignatureEnabled ||
+          envelope.documentMeta.drawSignatureEnabled) &&
+        envelopeData.recipientSignature?.signatureImageAsBase64
+      ) {
+        return envelopeData.recipientSignature.signatureImageAsBase64;
+      }
+
+      if (
+        !sig &&
+        envelope.documentMeta.typedSignatureEnabled &&
+        envelopeData.recipientSignature?.typedSignature
+      ) {
+        return envelopeData.recipientSignature.typedSignature;
+      }
+
+      if (
+        isBase64 &&
+        (envelope.documentMeta.uploadSignatureEnabled || envelope.documentMeta.drawSignatureEnabled)
+      ) {
+        return sig;
+      }
+
+      if (!isBase64 && envelope.documentMeta.typedSignatureEnabled) {
+        return sig;
+      }
+
+      return null;
+    })(),
+  );
+
+  /**
+   * Assistant recipients are those that have a signing order after the assistant.
+   */
+  const assistantRecipients =
+    recipient.role === RecipientRole.ASSISTANT
+      ? envelope.recipients.filter((r) => (r.signingOrder ?? 0) > (recipient.signingOrder ?? 0))
+      : [];
+
+  /**
+   * Assistant fields are those fulfill all of the following:
+   * - From recipients that have not signed
+   * - After the assistant signing order
+   * - Are not signature fields
+   */
+  const assistantFields =
+    recipient.role === RecipientRole.ASSISTANT
+      ? assistantRecipients
+          .filter((r) => r.signingStatus !== SigningStatus.SIGNED)
+          .map((r) => r.fields.filter((field) => field.type !== FieldType.SIGNATURE))
+          .flat()
+      : [];
+
+  /**
+   * The recipient that the assistant has currently selected to sign on behalf of.
+   */
+  const [selectedAssistantRecipientId, setSelectedAssistantRecipientId] = useState<number | null>(
+    assistantRecipients[0]?.id || null,
+  );
+
+  const selectedAssistantRecipient = useMemo(() => {
+    return envelope.recipients.find((r) => r.id === selectedAssistantRecipientId) || null;
+  }, [envelope.recipients, selectedAssistantRecipientId]);
+
+  /**
+   * The fields that are still required to be signed by the current recipient.
+   */
+  const recipientFieldsRemaining = useMemo(() => {
+    return envelopeData.recipient.fields.filter((field) => isFieldUnsignedAndRequired(field));
+  }, [envelopeData.recipient.fields]);
+
+  /**
+   * All the fields for the current recipient.
+   */
+  const recipientFields = useMemo(() => {
+    return envelopeData.recipient.fields;
+  }, [envelopeData.recipient.fields]);
+
+  const selectedRecipientFields = useMemo(() => {
+    return recipientFields.filter((field) => field.recipientId === selectedAssistantRecipient?.id);
+  }, [recipientFields, selectedAssistantRecipient]);
+
+  /**
+   * Fields that have been completed by other recipients.
+   */
+  const otherRecipientCompletedFields = envelope.recipients
+    .filter(({ signingStatus }) => signingStatus === SigningStatus.SIGNED)
+    .flatMap((recipient) =>
+      recipient.fields.map((field) => ({
+        ...field,
+        recipient: {
+          name: recipient.name,
+          email: recipient.email,
+          signingStatus: recipient.signingStatus,
+          role: recipient.role,
+        },
+      })),
+    )
+    .filter((field) => field.inserted);
+
+  const nextRecipient = useMemo(() => {
+    if (
+      !envelope.documentMeta.signingOrder ||
+      envelope.documentMeta.signingOrder !== 'SEQUENTIAL'
+    ) {
+      return null;
+    }
+
+    const sortedRecipients = envelope.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 === recipient.id);
+
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : null;
+  }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
+
+  const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
+    console.log('insertField', fieldId, fieldValue);
+
+    await signEnvelopeField({
+      token: envelopeData.recipient.token,
+      fieldId,
+      fieldValue,
+      authOptions: undefined,
+    });
+  };
+
+  return (
+    <EnvelopeSigningContext.Provider
+      value={{
+        fullName,
+        setFullName,
+        email,
+        setEmail,
+        signature,
+        setSignature,
+        envelopeData,
+        envelope,
+
+        showPendingFieldTooltip,
+        setShowPendingFieldTooltip,
+
+        recipient,
+        recipientFieldsRemaining,
+        recipientFields,
+        nextRecipient,
+
+        otherRecipientCompletedFields,
+        assistantRecipients,
+        assistantFields,
+        setSelectedAssistantRecipientId,
+        selectedAssistantRecipient,
+        selectedRecipientFields,
+
+        signField,
+      }}
+    >
+      {children}
+    </EnvelopeSigningContext.Provider>
+  );
+};
+
+EnvelopeSigningProvider.displayName = 'EnvelopeSigningProvider';

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

@@ -0,0 +1,241 @@
+import { useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Paperclip, Plus, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Popover, PopoverContent, PopoverTrigger } from '@documenso/ui/primitives/popover';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DocumentAttachmentsPopoverProps = {
+  envelopeId: string;
+};
+
+const ZAttachmentFormSchema = z.object({
+  label: z.string().min(1, 'Label is required'),
+  url: z.string().url('Must be a valid URL'),
+});
+
+type TAttachmentFormSchema = z.infer<typeof ZAttachmentFormSchema>;
+
+export const DocumentAttachmentsPopover = ({ envelopeId }: DocumentAttachmentsPopoverProps) => {
+  const { toast } = useToast();
+  const { _ } = useLingui();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [isAdding, setIsAdding] = useState(false);
+
+  const utils = trpc.useUtils();
+
+  const { data: attachments } = trpc.envelope.attachment.find.useQuery({
+    envelopeId,
+  });
+
+  const { mutateAsync: createAttachment, isPending: isCreating } =
+    trpc.envelope.attachment.create.useMutation({
+      onSuccess: () => {
+        void utils.envelope.attachment.find.invalidate({ envelopeId });
+      },
+    });
+
+  const { mutateAsync: deleteAttachment } = trpc.envelope.attachment.delete.useMutation({
+    onSuccess: () => {
+      void utils.envelope.attachment.find.invalidate({ envelopeId });
+    },
+  });
+
+  const form = useForm<TAttachmentFormSchema>({
+    resolver: zodResolver(ZAttachmentFormSchema),
+    defaultValues: {
+      label: '',
+      url: '',
+    },
+  });
+
+  const onSubmit = async (data: TAttachmentFormSchema) => {
+    try {
+      await createAttachment({
+        envelopeId,
+        data: {
+          label: data.label,
+          data: data.url,
+        },
+      });
+
+      form.reset();
+
+      setIsAdding(false);
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Attachment added successfully.`),
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: error.message,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onDeleteAttachment = async (id: string) => {
+    try {
+      await deleteAttachment({ id });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(msg`Attachment removed successfully.`),
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: error.message,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Popover open={isOpen} onOpenChange={setIsOpen}>
+      <PopoverTrigger asChild>
+        <Button variant="outline" className="gap-2">
+          <Paperclip className="h-4 w-4" />
+
+          <span>
+            <Trans>Attachments</Trans>
+            {attachments && attachments.data.length > 0 && (
+              <span className="ml-1">({attachments.data.length})</span>
+            )}
+          </span>
+        </Button>
+      </PopoverTrigger>
+
+      <PopoverContent className="w-96" align="end">
+        <div className="space-y-4">
+          <div>
+            <h4 className="font-medium">
+              <Trans>Attachments</Trans>
+            </h4>
+            <p className="text-muted-foreground mt-1 text-sm">
+              <Trans>Add links to relevant documents or resources.</Trans>
+            </p>
+          </div>
+
+          {attachments && attachments.data.length > 0 && (
+            <div className="space-y-2">
+              {attachments?.data.map((attachment) => (
+                <div
+                  key={attachment.id}
+                  className="border-border flex items-center justify-between rounded-md border p-2"
+                >
+                  <div className="min-w-0 flex-1">
+                    <p className="truncate text-sm font-medium">{attachment.label}</p>
+                    <a
+                      href={attachment.data}
+                      target="_blank"
+                      rel="noopener noreferrer"
+                      className="text-muted-foreground hover:text-foreground truncate text-xs underline"
+                    >
+                      {attachment.data}
+                    </a>
+                  </div>
+
+                  <Button
+                    variant="ghost"
+                    size="sm"
+                    onClick={() => void onDeleteAttachment(attachment.id)}
+                    className="ml-2 h-8 w-8 p-0"
+                  >
+                    <X className="h-4 w-4" />
+                  </Button>
+                </div>
+              ))}
+            </div>
+          )}
+
+          {!isAdding && (
+            <Button
+              variant="outline"
+              size="sm"
+              className="w-full"
+              onClick={() => setIsAdding(true)}
+            >
+              <Plus className="mr-2 h-4 w-4" />
+              <Trans>Add Attachment</Trans>
+            </Button>
+          )}
+
+          {isAdding && (
+            <Form {...form}>
+              <form onSubmit={form.handleSubmit(onSubmit)} className="space-y-3">
+                <FormField
+                  control={form.control}
+                  name="label"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input placeholder={_(msg`Label`)} {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <FormField
+                  control={form.control}
+                  name="url"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormControl>
+                        <Input type="url" placeholder={_(msg`URL`)} {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <div className="flex gap-2">
+                  <Button type="submit" size="sm" className="flex-1" loading={isCreating}>
+                    <Trans>Add</Trans>
+                  </Button>
+                  <Button
+                    type="button"
+                    variant="outline"
+                    size="sm"
+                    className="flex-1"
+                    onClick={() => {
+                      setIsAdding(false);
+                      form.reset();
+                    }}
+                  >
+                    <Trans>Cancel</Trans>
+                  </Button>
+                </div>
+              </form>
+            </Form>
+          )}
+        </div>
+      </PopoverContent>
+    </Popover>
+  );
+};

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

@@ -1,10 +1,13 @@
 import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData } from '@prisma/client';
+import type { DocumentData, EnvelopeItem } from '@prisma/client';
 import { DateTime } from 'luxon';
 
+import { EnvelopeRenderProvider } 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';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -16,13 +19,16 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
+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;
   title: string;
-  documentData: DocumentData;
-  password?: string | null;
+  internalVersion: number;
+  envelopeItems: (EnvelopeItem & { documentData: DocumentData })[];
+  documentTeamUrl: string;
   recipientCount?: number;
   completedDate?: Date;
 };
@@ -30,31 +36,32 @@ export type DocumentCertificateQRViewProps = {
 export const DocumentCertificateQRView = ({
   documentId,
   title,
-  documentData,
-  password,
+  internalVersion,
+  envelopeItems,
+  documentTeamUrl,
   recipientCount = 0,
   completedDate,
 }: DocumentCertificateQRViewProps) => {
-  const { data: documentUrl } = trpc.shareLink.getDocumentInternalUrlForQRCode.useQuery({
+  const { data: documentViaUser } = trpc.document.get.useQuery({
     documentId,
   });
 
-  const [isDialogOpen, setIsDialogOpen] = useState(() => !!documentUrl);
+  const [isDialogOpen, setIsDialogOpen] = useState(() => !!documentViaUser);
 
   const formattedDate = completedDate
     ? DateTime.fromJSDate(completedDate).toLocaleString(DateTime.DATETIME_MED)
     : '';
 
   useEffect(() => {
-    if (documentUrl) {
+    if (documentViaUser) {
       setIsDialogOpen(true);
     }
-  }, [documentUrl]);
+  }, [documentViaUser]);
 
   return (
     <div className="mx-auto w-full max-w-screen-md">
       {/* Dialog for internal document link */}
-      {documentUrl && (
+      {documentViaUser && (
         <Dialog open={isDialogOpen} onOpenChange={setIsDialogOpen}>
           <DialogContent>
             <DialogHeader>
@@ -72,7 +79,11 @@ export const DocumentCertificateQRView = ({
 
             <DialogFooter className="flex flex-row justify-end gap-2">
               <Button asChild>
-                <a href={documentUrl} target="_blank" rel="noopener noreferrer">
+                <a
+                  href={`${formatDocumentsPath(documentTeamUrl)}/${documentViaUser.envelopeId}`}
+                  target="_blank"
+                  rel="noopener noreferrer"
+                >
                   <Trans>Go to document</Trans>
                 </a>
               </Button>
@@ -95,11 +106,21 @@ export const DocumentCertificateQRView = ({
           </div>
         </div>
 
-        <ShareDocumentDownloadButton title={title} documentData={documentData} />
+        <ShareDocumentDownloadButton title={title} documentData={envelopeItems[0].documentData} />
       </div>
 
       <div className="mt-12 w-full">
-        <PDFViewer key={documentData.id} documentData={documentData} password={password} />
+        {internalVersion === 2 ? (
+          <EnvelopeRenderProvider envelope={{ envelopeItems }}>
+            <EnvelopeRendererFileSelector className="mb-4 p-0" fields={[]} secondaryOverride={''} />
+
+            <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+          </EnvelopeRenderProvider>
+        ) : (
+          <>
+            <PDFViewer key={envelopeItems[0].id} documentData={envelopeItems[0].documentData} />
+          </>
+        )}
       </div>
     </div>
   );

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

@@ -64,7 +64,7 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
 
       const response = await putPdfFile(file);
 
-      const { id } = await createDocument({
+      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.

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

@@ -83,7 +83,7 @@ export const DocumentEditForm = ({
     },
   });
 
-  const { mutateAsync: addFields } = trpc.field.addFields.useMutation({
+  const { mutateAsync: addFields } = trpc.field.setFieldsForDocument.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: ({ fields: newFields }) => {
       utils.document.get.setData(
@@ -230,6 +230,7 @@ export const DocumentEditForm = ({
         documentId: document.id,
         recipients: data.signers.map((signer) => ({
           ...signer,
+          id: signer.nativeId,
           // Explicitly set to null to indicate we want to remove auth if required.
           actionAuth: signer.actionAuth ?? [],
         })),
@@ -253,6 +254,7 @@ export const DocumentEditForm = ({
           documentId: document.id,
           recipients: data.signers.map((signer) => ({
             ...signer,
+            id: signer.nativeId,
             // Explicitly set to null to indicate we want to remove auth if required.
             actionAuth: signer.actionAuth ?? [],
           })),
@@ -292,7 +294,11 @@ export const DocumentEditForm = ({
   const saveFieldsData = async (data: TAddFieldsFormSchema) => {
     return addFields({
       documentId: document.id,
-      fields: data.fields,
+      fields: data.fields.map((field) => ({
+        ...field,
+        id: field.nativeId,
+        envelopeItemId: document.documentData.envelopeItemId,
+      })),
     });
   };
 
@@ -388,7 +394,7 @@ export const DocumentEditForm = ({
           duration: 5000,
         });
       } else {
-        await navigate(`${documentRootPath}/${document.id}`);
+        await navigate(`${documentRootPath}/${document.envelopeId}`);
       }
     } catch (err) {
       console.error(err);

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

@@ -1,7 +1,6 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, Team, User } from '@prisma/client';
 import { DocumentStatus, RecipientRole, SigningStatus } from '@prisma/client';
 import { CheckCircle, Download, EyeIcon, Pencil } from 'lucide-react';
 import { Link } from 'react-router';
@@ -9,57 +8,43 @@ 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 { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentPageViewButtonProps = {
-  document: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-    team: Pick<Team, 'id' | 'url'>;
-  };
+  envelope: TEnvelope;
 };
 
-export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps) => {
+export const DocumentPageViewButton = ({ envelope }: DocumentPageViewButtonProps) => {
   const { user } = useSession();
 
   const { toast } = useToast();
   const { _ } = useLingui();
 
-  const recipient = document.recipients.find((recipient) => recipient.email === user.email);
+  const recipient = envelope.recipients.find((recipient) => recipient.email === user.email);
 
   const isRecipient = !!recipient;
-  const isPending = document.status === DocumentStatus.PENDING;
-  const isComplete = isDocumentCompleted(document);
+  const isPending = envelope.status === DocumentStatus.PENDING;
+  const isComplete = isDocumentCompleted(envelope);
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
 
-  const documentsPath = formatDocumentsPath(document.team.url);
-  const formatPath = `${documentsPath}/${document.id}/edit`;
+  const documentsPath = formatDocumentsPath(envelope.team.url);
+  const formatPath = `${documentsPath}/${envelope.id}/edit`;
 
   const onDownloadClick = async () => {
     try {
-      const documentWithData = await trpcClient.document.get.query(
-        {
-          documentId: document.id,
-        },
-        {
-          context: {
-            teamId: document.team?.id?.toString(),
-          },
-        },
-      );
+      // Todo; Envelopes - Support multiple items
+      const envelopeItem = envelope.envelopeItems[0];
 
-      const documentData = documentWithData?.documentData;
-
-      if (!documentData) {
+      if (!envelopeItem.documentData) {
         throw new Error('No document available');
       }
 
-      await downloadPDF({ documentData, fileName: documentWithData.title });
+      await downloadPDF({ documentData: envelopeItem.documentData, fileName: envelopeItem.title });
     } catch (err) {
       toast({
         title: _(msg`Something went wrong`),

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

@@ -3,7 +3,6 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, Team, User } from '@prisma/client';
 import { DocumentStatus } from '@prisma/client';
 import {
   Copy,
@@ -19,7 +18,9 @@ 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';
@@ -39,14 +40,10 @@ import { DocumentRecipientLinkCopyDialog } from '~/components/general/document/d
 import { useCurrentTeam } from '~/providers/team';
 
 export type DocumentPageViewDropdownProps = {
-  document: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-    team: Pick<Team, 'id' | 'url'> | null;
-  };
+  envelope: TEnvelope;
 };
 
-export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownProps) => {
+export const DocumentPageViewDropdown = ({ envelope }: DocumentPageViewDropdownProps) => {
   const { user } = useSession();
   const { toast } = useToast();
   const { _ } = useLingui();
@@ -57,14 +54,14 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
 
-  const recipient = document.recipients.find((recipient) => recipient.email === user.email);
+  const recipient = envelope.recipients.find((recipient) => recipient.email === user.email);
 
-  const isOwner = document.user.id === user.id;
-  const isDraft = document.status === DocumentStatus.DRAFT;
-  const isPending = document.status === DocumentStatus.PENDING;
-  const isDeleted = document.deletedAt !== null;
-  const isComplete = isDocumentCompleted(document);
-  const isCurrentTeamDocument = team && document.team?.url === team.url;
+  const isOwner = envelope.userId === user.id;
+  const isDraft = envelope.status === DocumentStatus.DRAFT;
+  const isPending = envelope.status === DocumentStatus.PENDING;
+  const isDeleted = envelope.deletedAt !== null;
+  const isComplete = isDocumentCompleted(envelope);
+  const isCurrentTeamDocument = team && envelope.teamId === team.id;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team.url);
@@ -73,7 +70,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
     try {
       const documentWithData = await trpcClient.document.get.query(
         {
-          documentId: document.id,
+          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
         },
         {
           context: {
@@ -88,7 +85,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
         return;
       }
 
-      await downloadPDF({ documentData, fileName: document.title });
+      await downloadPDF({ documentData, fileName: envelope.title });
     } catch (err) {
       toast({
         title: _(msg`Something went wrong`),
@@ -102,7 +99,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
     try {
       const documentWithData = await trpcClient.document.get.query(
         {
-          documentId: document.id,
+          documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
         },
         {
           context: {
@@ -117,7 +114,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
         return;
       }
 
-      await downloadPDF({ documentData, fileName: document.title, version: 'original' });
+      await downloadPDF({ documentData, fileName: envelope.title, version: 'original' });
     } catch (err) {
       toast({
         title: _(msg`Something went wrong`),
@@ -127,7 +124,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
     }
   };
 
-  const nonSignedRecipients = document.recipients.filter((item) => item.signingStatus !== 'SIGNED');
+  const nonSignedRecipients = envelope.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
     <DropdownMenu>
@@ -142,7 +139,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
         {(isOwner || isCurrentTeamDocument) && !isComplete && (
           <DropdownMenuItem asChild>
-            <Link to={`${documentsPath}/${document.id}/edit`}>
+            <Link to={`${documentsPath}/${envelope.id}/edit`}>
               <Edit className="mr-2 h-4 w-4" />
               <Trans>Edit</Trans>
             </Link>
@@ -162,7 +159,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
         </DropdownMenuItem>
 
         <DropdownMenuItem asChild>
-          <Link to={`${documentsPath}/${document.id}/logs`}>
+          <Link to={`${documentsPath}/${envelope.id}/logs`}>
             <ScrollTextIcon className="mr-2 h-4 w-4" />
             <Trans>Audit Logs</Trans>
           </Link>
@@ -184,7 +181,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
         {canManageDocument && (
           <DocumentRecipientLinkCopyDialog
-            recipients={document.recipients}
+            recipients={envelope.recipients}
             trigger={
               <DropdownMenuItem
                 disabled={!isPending || isDeleted}
@@ -197,10 +194,16 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
           />
         )}
 
-        <DocumentResendDialog document={document} recipients={nonSignedRecipients} />
+        <DocumentResendDialog
+          document={{
+            ...envelope,
+            id: mapSecondaryIdToDocumentId(envelope.secondaryId),
+          }}
+          recipients={nonSignedRecipients}
+        />
 
         <DocumentShareButton
-          documentId={document.id}
+          documentId={mapSecondaryIdToDocumentId(envelope.secondaryId)}
           token={isOwner ? undefined : recipient?.token}
           trigger={({ loading, disabled }) => (
             <DropdownMenuItem disabled={disabled || isDraft} onSelect={(e) => e.preventDefault()}>
@@ -214,9 +217,9 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
       </DropdownMenuContent>
 
       <DocumentDeleteDialog
-        id={document.id}
-        status={document.status}
-        documentTitle={document.title}
+        id={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+        status={envelope.status}
+        documentTitle={envelope.title}
         open={isDeleteDialogOpen}
         canManageDocument={canManageDocument}
         onOpenChange={setDeleteDialogOpen}
@@ -227,7 +230,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
       {isDuplicateDialogOpen && (
         <DocumentDuplicateDialog
-          id={document.id}
+          id={mapSecondaryIdToDocumentId(envelope.secondaryId)}
           open={isDuplicateDialogOpen}
           onOpenChange={setDuplicateDialogOpen}
         />

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

@@ -3,21 +3,18 @@ import { useMemo } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Document, Recipient, User } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 
 export type DocumentPageViewInformationProps = {
   userId: number;
-  document: Document & {
-    user: Pick<User, 'id' | 'name' | 'email'>;
-    recipients: Recipient[];
-  };
+  envelope: TEnvelope;
 };
 
 export const DocumentPageViewInformation = ({
-  document,
+  envelope,
   userId,
 }: DocumentPageViewInformationProps) => {
   const isMounted = useIsMounted();
@@ -29,23 +26,23 @@ export const DocumentPageViewInformation = ({
       {
         description: msg`Uploaded by`,
         value:
-          userId === document.userId ? _(msg`You`) : (document.user.name ?? document.user.email),
+          userId === envelope.userId ? _(msg`You`) : (envelope.user.name ?? envelope.user.email),
       },
       {
         description: msg`Created`,
-        value: DateTime.fromJSDate(document.createdAt)
+        value: DateTime.fromJSDate(envelope.createdAt)
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toFormat('MMMM d, yyyy'),
       },
       {
         description: msg`Last modified`,
-        value: DateTime.fromJSDate(document.updatedAt)
+        value: DateTime.fromJSDate(envelope.updatedAt)
           .setLocale(i18n.locales?.[0] || i18n.locale)
           .toRelative(),
       },
     ];
     // eslint-disable-next-line react-hooks/exhaustive-deps
-  }, [isMounted, document, userId]);
+  }, [isMounted, envelope, userId]);
 
   return (
     <section className="dark:bg-background text-foreground border-border bg-widget flex flex-col rounded-xl border">

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

@@ -2,7 +2,6 @@ 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 type { Document, Recipient } from '@prisma/client';
 import {
   AlertTriangle,
   CheckIcon,
@@ -17,6 +16,7 @@ import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatSigningLink } from '@documenso/lib/utils/recipients';
 import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
@@ -27,20 +27,18 @@ import { PopoverHover } from '@documenso/ui/primitives/popover';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DocumentPageViewRecipientsProps = {
-  document: Document & {
-    recipients: Recipient[];
-  };
+  envelope: TEnvelope;
   documentRootPath: string;
 };
 
 export const DocumentPageViewRecipients = ({
-  document,
+  envelope,
   documentRootPath,
 }: DocumentPageViewRecipientsProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const recipients = document.recipients;
+  const recipients = envelope.recipients;
 
   return (
     <section className="dark:bg-background border-border bg-widget flex flex-col rounded-xl border">
@@ -49,9 +47,9 @@ export const DocumentPageViewRecipients = ({
           <Trans>Recipients</Trans>
         </h1>
 
-        {!isDocumentCompleted(document.status) && (
+        {!isDocumentCompleted(envelope.status) && (
           <Link
-            to={`${documentRootPath}/${document.id}/edit?step=signers`}
+            to={`${documentRootPath}/${envelope.id}/edit?step=signers`}
             title={_(msg`Modify recipients`)}
             className="flex flex-row items-center justify-between"
           >
@@ -84,7 +82,7 @@ export const DocumentPageViewRecipients = ({
             />
 
             <div className="flex flex-row items-center">
-              {document.status !== DocumentStatus.DRAFT &&
+              {envelope.status !== DocumentStatus.DRAFT &&
                 recipient.signingStatus === SigningStatus.SIGNED && (
                   <Badge variant="default">
                     {match(recipient.role)
@@ -95,7 +93,7 @@ export const DocumentPageViewRecipients = ({
                         </>
                       ))
                       .with(RecipientRole.CC, () =>
-                        document.status === DocumentStatus.COMPLETED ? (
+                        envelope.status === DocumentStatus.COMPLETED ? (
                           <>
                             <MailIcon className="mr-1 h-3 w-3" />
                             <Trans>Sent</Trans>
@@ -130,7 +128,7 @@ export const DocumentPageViewRecipients = ({
                   </Badge>
                 )}
 
-              {document.status !== DocumentStatus.DRAFT &&
+              {envelope.status !== DocumentStatus.DRAFT &&
                 recipient.signingStatus === SigningStatus.NOT_SIGNED && (
                   <Badge variant="secondary">
                     <Clock className="mr-1 h-3 w-3" />
@@ -138,7 +136,7 @@ export const DocumentPageViewRecipients = ({
                   </Badge>
                 )}
 
-              {document.status !== DocumentStatus.DRAFT &&
+              {envelope.status !== DocumentStatus.DRAFT &&
                 recipient.signingStatus === SigningStatus.REJECTED && (
                   <PopoverHover
                     trigger={
@@ -158,7 +156,7 @@ export const DocumentPageViewRecipients = ({
                   </PopoverHover>
                 )}
 
-              {document.status === DocumentStatus.PENDING &&
+              {envelope.status === DocumentStatus.PENDING &&
                 recipient.signingStatus === SigningStatus.NOT_SIGNED &&
                 recipient.role !== RecipientRole.CC && (
                   <CopyTextButton

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

@@ -28,11 +28,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
 
-export type DocumentUploadDropzoneProps = {
+export type DocumentUploadButtonProps = {
   className?: string;
 };
 
-export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProps) => {
+export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
   const { user } = useSession();
@@ -75,10 +75,10 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
 
       const response = await putPdfFile(file);
 
-      const { id } = await createDocument({
+      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.
+        timezone: userTimezone,
         folderId: folderId ?? undefined,
       });
 
@@ -140,7 +140,7 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
                 loading={isLoading}
                 disabled={remaining.documents === 0 || !user.emailVerified}
                 disabledMessage={disabledMessage}
-                onDrop={onFileDrop}
+                onDrop={async (files) => onFileDrop(files[0])}
                 onDropRejected={onFileDropRejected}
               />
             </div>

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

@@ -0,0 +1,198 @@
+import { useMemo, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { EnvelopeType } from '@prisma/client';
+import { useNavigate } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { 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 { cn } from '@documenso/ui/lib/utils';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
+import {
+  Tooltip,
+  TooltipContent,
+  TooltipProvider,
+  TooltipTrigger,
+} from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export type EnvelopeUploadButtonProps = {
+  className?: string;
+  type: EnvelopeType;
+  folderId?: string;
+};
+
+/**
+ * Upload an envelope
+ */
+export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUploadButtonProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { user } = useSession();
+
+  const team = useCurrentTeam();
+
+  const navigate = useNavigate();
+  const organisation = useCurrentOrganisation();
+
+  const userTimezone = TIME_ZONES.find(
+    (timezone) => timezone === Intl.DateTimeFormat().resolvedOptions().timeZone,
+  );
+
+  const { quota, remaining, refreshLimits } = useLimits();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  const { mutateAsync: createEnvelope } = trpc.envelope.create.useMutation();
+
+  const disabledMessage = useMemo(() => {
+    if (organisation.subscription && remaining.documents === 0) {
+      return msg`Document upload disabled due to unpaid invoices`;
+    }
+
+    if (remaining.documents === 0) {
+      return msg`You have reached your document limit.`;
+    }
+
+    if (!user.emailVerified) {
+      return msg`Verify your email to upload documents.`;
+    }
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [remaining.documents, user.emailVerified, team]);
+
+  const onFileDrop = async (files: File[]) => {
+    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({
+        folderId,
+        type,
+        title: files[0].name,
+        items: envelopeItemsToCreate,
+        meta: {
+          timezone: userTimezone,
+        },
+      }).catch((error) => {
+        console.error(error);
+
+        throw error;
+      });
+
+      void refreshLimits();
+
+      const pathPrefix =
+        type === EnvelopeType.DOCUMENT
+          ? formatDocumentsPath(team.url)
+          : formatTemplatesPath(team.url);
+
+      await navigate(`${pathPrefix}/${id}/edit`);
+
+      toast({
+        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,
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      console.error(err);
+
+      const errorMessage = match(error.code)
+        .with('INVALID_DOCUMENT_FILE', () => t`You cannot upload encrypted PDFs`)
+        .with(
+          AppErrorCode.LIMIT_EXCEEDED,
+          () => t`You have reached your document limit for this month. Please upgrade your plan.`,
+        )
+        .otherwise(() => t`An error occurred while uploading your document.`);
+
+      toast({
+        title: t`Error`,
+        description: errorMessage,
+        variant: 'destructive',
+        duration: 7500,
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onFileDropRejected = () => {
+    toast({
+      title:
+        type === EnvelopeType.DOCUMENT
+          ? t`Your document failed to upload.`
+          : t`Your template failed to upload.`,
+      description: t`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  return (
+    <div className={cn('relative', className)}>
+      <TooltipProvider>
+        <Tooltip>
+          <TooltipTrigger asChild>
+            <div>
+              <DocumentDropzone
+                loading={isLoading}
+                disabled={remaining.documents === 0 || !user.emailVerified}
+                disabledMessage={disabledMessage}
+                onDrop={onFileDrop}
+                onDropRejected={onFileDropRejected}
+                type="envelope"
+              />
+            </div>
+          </TooltipTrigger>
+
+          {type === EnvelopeType.DOCUMENT &&
+            remaining.documents > 0 &&
+            Number.isFinite(remaining.documents) && (
+              <TooltipContent>
+                <p className="text-sm">
+                  <Trans>
+                    {remaining.documents} of {quota.documents} documents remaining this month.
+                  </Trans>
+                </p>
+              </TooltipContent>
+            )}
+        </Tooltip>
+      </TooltipProvider>
+    </div>
+  );
+};

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

@@ -0,0 +1,316 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react/macro';
+import { FieldType } from '@prisma/client';
+import {
+  CalendarIcon,
+  CheckSquareIcon,
+  ContactIcon,
+  DiscIcon,
+  HashIcon,
+  ListIcon,
+  MailIcon,
+  TextIcon,
+  UserIcon,
+} from 'lucide-react';
+
+import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
+import { useDocumentElement } from '@documenso/lib/client-only/hooks/use-document-element';
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { FIELD_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
+import { nanoid } from '@documenso/lib/universal/id';
+import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
+import { SignatureIcon } from '@documenso/ui/icons/signature';
+import { RECIPIENT_COLOR_STYLES } from '@documenso/ui/lib/recipient-colors';
+import { cn } from '@documenso/ui/lib/utils';
+import { FRIENDLY_FIELD_TYPE } from '@documenso/ui/primitives/document-flow/types';
+
+const MIN_HEIGHT_PX = 12;
+const MIN_WIDTH_PX = 36;
+
+const DEFAULT_HEIGHT_PX = MIN_HEIGHT_PX * 2.5;
+const DEFAULT_WIDTH_PX = MIN_WIDTH_PX * 2.5;
+
+export const fieldButtonList = [
+  {
+    type: FieldType.SIGNATURE,
+    icon: SignatureIcon,
+    name: msg`Signature`,
+    className: 'font-signature text-lg',
+  },
+  {
+    type: FieldType.EMAIL,
+    icon: MailIcon,
+    name: msg`Email`,
+  },
+  {
+    type: FieldType.NAME,
+    icon: UserIcon,
+    name: msg`Name`,
+  },
+  {
+    type: FieldType.INITIALS,
+    icon: ContactIcon,
+    name: msg`Initials`,
+  },
+  {
+    type: FieldType.DATE,
+    icon: CalendarIcon,
+    name: msg`Date`,
+  },
+  {
+    type: FieldType.TEXT,
+    icon: TextIcon,
+    name: msg`Text`,
+  },
+  {
+    type: FieldType.NUMBER,
+    icon: HashIcon,
+    name: msg`Number`,
+  },
+  {
+    type: FieldType.RADIO,
+    icon: DiscIcon,
+    name: msg`Radio`,
+  },
+  {
+    type: FieldType.CHECKBOX,
+    icon: CheckSquareIcon,
+    name: msg`Checkbox`,
+  },
+  {
+    type: FieldType.DROPDOWN,
+    icon: ListIcon,
+    name: msg`Dropdown`,
+  },
+];
+
+type EnvelopeEditorFieldDragDropProps = {
+  selectedRecipientId: number | null;
+  selectedEnvelopeItemId: string | null;
+};
+
+export const EnvelopeEditorFieldDragDrop = ({
+  selectedRecipientId,
+  selectedEnvelopeItemId,
+}: EnvelopeEditorFieldDragDropProps) => {
+  const { envelope, editorFields, isTemplate } = useCurrentEnvelopeEditor();
+
+  const { t } = useLingui();
+
+  const [selectedField, setSelectedField] = useState<FieldType | null>(null);
+
+  const { isWithinPageBounds, getPage } = useDocumentElement();
+
+  const isFieldsDisabled = useMemo(() => {
+    const selectedSigner = envelope.recipients.find(
+      (recipient) => recipient.id === selectedRecipientId,
+    );
+    const fields = envelope.fields;
+
+    if (!selectedSigner) {
+      return true;
+    }
+
+    // Allow fields to be modified for templates regardless of anything.
+    if (isTemplate) {
+      return false;
+    }
+
+    return !canRecipientFieldsBeModified(selectedSigner, fields);
+  }, [selectedRecipientId, envelope.recipients, envelope.fields]);
+
+  const [isFieldWithinBounds, setIsFieldWithinBounds] = useState(false);
+  const [coords, setCoords] = useState({
+    x: 0,
+    y: 0,
+  });
+
+  const fieldBounds = useRef({
+    height: 0,
+    width: 0,
+  });
+
+  const onMouseMove = useCallback(
+    (event: MouseEvent) => {
+      setIsFieldWithinBounds(
+        isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        ),
+      );
+
+      setCoords({
+        x: event.clientX - fieldBounds.current.width / 2,
+        y: event.clientY - fieldBounds.current.height / 2,
+      });
+    },
+    [isWithinPageBounds],
+  );
+
+  const onMouseClick = useCallback(
+    (event: MouseEvent) => {
+      if (!selectedField || !selectedRecipientId || !selectedEnvelopeItemId) {
+        return;
+      }
+
+      const $page = getPage(event, PDF_VIEWER_PAGE_SELECTOR);
+
+      if (
+        !$page ||
+        !isWithinPageBounds(
+          event,
+          PDF_VIEWER_PAGE_SELECTOR,
+          fieldBounds.current.width,
+          fieldBounds.current.height,
+        )
+      ) {
+        setSelectedField(null);
+        return;
+      }
+
+      const { top, left, height, width } = getBoundingClientRect($page);
+
+      console.log({
+        top,
+        left,
+        height,
+        width,
+        rawPageX: event.pageX,
+        rawPageY: event.pageY,
+      });
+
+      const pageNumber = parseInt($page.getAttribute('data-page-number') ?? '1', 10);
+
+      // Calculate x and y as a percentage of the page width and height
+      let pageX = ((event.pageX - left) / width) * 100;
+      let pageY = ((event.pageY - top) / height) * 100;
+
+      // Get the bounds as a percentage of the page width and height
+      const fieldPageWidth = (fieldBounds.current.width / width) * 100;
+      const fieldPageHeight = (fieldBounds.current.height / height) * 100;
+
+      // And center it based on the bounds
+      pageX -= fieldPageWidth / 2;
+      pageY -= fieldPageHeight / 2;
+
+      const field = {
+        formId: nanoid(12),
+        envelopeItemId: selectedEnvelopeItemId,
+        type: selectedField,
+        page: pageNumber,
+        positionX: pageX,
+        positionY: pageY,
+        width: fieldPageWidth,
+        height: fieldPageHeight,
+        recipientId: selectedRecipientId,
+        fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[selectedField]),
+      };
+
+      editorFields.addField(field);
+
+      setIsFieldWithinBounds(false);
+      setSelectedField(null);
+    },
+    [
+      isWithinPageBounds,
+      selectedField,
+      selectedRecipientId,
+      selectedEnvelopeItemId,
+      getPage,
+      editorFields,
+    ],
+  );
+
+  useEffect(() => {
+    const observer = new MutationObserver((_mutations) => {
+      const $page = document.querySelector(PDF_VIEWER_PAGE_SELECTOR);
+
+      if (!$page) {
+        return;
+      }
+
+      fieldBounds.current = {
+        height: Math.max(DEFAULT_HEIGHT_PX),
+        width: Math.max(DEFAULT_WIDTH_PX),
+      };
+    });
+
+    observer.observe(document.body, {
+      childList: true,
+      subtree: true,
+    });
+
+    return () => {
+      observer.disconnect();
+    };
+  }, []);
+
+  useEffect(() => {
+    if (selectedField) {
+      window.addEventListener('mousemove', onMouseMove);
+      window.addEventListener('mouseup', onMouseClick);
+    }
+
+    return () => {
+      window.removeEventListener('mousemove', onMouseMove);
+      window.removeEventListener('mouseup', onMouseClick);
+    };
+  }, [onMouseClick, onMouseMove, selectedField]);
+
+  return (
+    <>
+      <div className="grid grid-cols-2 gap-x-2 gap-y-2.5">
+        {fieldButtonList.map((field) => (
+          <button
+            disabled={isFieldsDisabled}
+            key={field.type}
+            type="button"
+            onClick={() => setSelectedField(field.type)}
+            onMouseDown={() => setSelectedField(field.type)}
+            data-selected={selectedField === field.type ? true : undefined}
+            className="group flex h-12 cursor-pointer items-center justify-center rounded-lg border border-gray-200 px-4 transition-colors hover:border-blue-300 hover:bg-blue-50"
+          >
+            <p
+              className={cn(
+                'text-muted-foreground group-data-[selected]:text-foreground flex items-center justify-center gap-x-1.5 text-sm font-normal',
+                field.className,
+              )}
+            >
+              {field.type !== FieldType.SIGNATURE && <field.icon className="h-4 w-4" />}
+              {t(field.name)}
+            </p>
+          </button>
+        ))}
+      </div>
+
+      {selectedField && (
+        <div
+          className={cn(
+            'text-muted-foreground dark:text-muted-background pointer-events-none fixed z-50 flex cursor-pointer flex-col items-center justify-center rounded-[2px] bg-white ring-2 transition duration-200 [container-type:size]',
+            // selectedSignerStyles?.base,
+            RECIPIENT_COLOR_STYLES.yellow.base, // Todo: Envelopes
+            {
+              '-rotate-6 scale-90 opacity-50 dark:bg-black/20': !isFieldWithinBounds,
+              'dark:text-black/60': isFieldWithinBounds,
+            },
+          )}
+          style={{
+            top: coords.y,
+            left: coords.x,
+            height: fieldBounds.current.height,
+            width: fieldBounds.current.width,
+          }}
+        >
+          <span className="text-[clamp(0.425rem,25cqw,0.825rem)]">
+            {t(FRIENDLY_FIELD_TYPE[selectedField])}
+          </span>
+        </div>
+      )}
+    </>
+  );
+};

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

@@ -0,0 +1,686 @@
+import { useEffect, useMemo, useRef, useState } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import type { FieldType } from '@prisma/client';
+import Konva from 'konva';
+import type { Layer } from 'konva/lib/Layer';
+import type { KonvaEventObject } from 'konva/lib/Node';
+import type { Transformer } from 'konva/lib/shapes/Transformer';
+import { CopyPlusIcon, SquareStackIcon, TrashIcon } from 'lucide-react';
+import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
+import { usePageContext } from 'react-pdf';
+
+import { getBoundingClientRect } from '@documenso/lib/client-only/get-bounding-client-rect';
+import type { TLocalField } from '@documenso/lib/client-only/hooks/use-editor-fields';
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { FIELD_META_DEFAULT_VALUES } from '@documenso/lib/types/field-meta';
+import {
+  MIN_FIELD_HEIGHT_PX,
+  MIN_FIELD_WIDTH_PX,
+  convertPixelToPercentage,
+} from '@documenso/lib/universal/field-renderer/field-renderer';
+import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
+import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
+
+import { fieldButtonList } from './envelope-editor-fields-drag-drop';
+
+export default function EnvelopeEditorFieldsPageRenderer() {
+  const pageContext = usePageContext();
+
+  if (!pageContext) {
+    throw new Error('Unable to find Page context.');
+  }
+
+  const { _className, page, rotate, scale } = pageContext;
+
+  if (!page) {
+    throw new Error('Attempted to render page canvas, but no page was specified.');
+  }
+
+  const { t } = useLingui();
+  const { envelope, editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
+  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const canvasElement = useRef<HTMLCanvasElement>(null);
+  const konvaContainer = useRef<HTMLDivElement>(null);
+
+  const stage = useRef<Konva.Stage | null>(null);
+  const pageLayer = useRef<Layer | null>(null);
+  const interactiveTransformer = useRef<Transformer | null>(null);
+
+  const [selectedKonvaFieldGroups, setSelectedKonvaFieldGroups] = useState<Konva.Group[]>([]);
+
+  const [isFieldChanging, setIsFieldChanging] = useState(false);
+  const [pendingFieldCreation, setPendingFieldCreation] = useState<Konva.Rect | null>(null);
+
+  const viewport = useMemo(
+    () => page.getViewport({ scale, rotation: rotate }),
+    [page, rotate, scale],
+  );
+
+  const localPageFields = useMemo(
+    () =>
+      editorFields.localFields.filter(
+        (field) =>
+          field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
+      ),
+    [editorFields.localFields, pageContext.pageNumber],
+  );
+
+  // Custom renderer from Konva examples.
+  useEffect(
+    function drawPageOnCanvas() {
+      if (!page) {
+        return;
+      }
+
+      const { current: canvas } = canvasElement;
+      const { current: container } = konvaContainer;
+
+      if (!canvas || !container) {
+        return;
+      }
+
+      const renderContext: RenderParameters = {
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        canvasContext: canvas.getContext('2d', { alpha: false }) as CanvasRenderingContext2D,
+        viewport,
+      };
+
+      const cancellable = page.render(renderContext);
+      const runningTask = cancellable;
+
+      cancellable.promise.catch(() => {
+        // Intentionally empty
+      });
+
+      void cancellable.promise.then(() => {
+        createPageCanvas(container);
+      });
+
+      return () => {
+        runningTask.cancel();
+      };
+    },
+    [page, viewport],
+  );
+
+  const handleResizeOrMove = (event: KonvaEventObject<Event>) => {
+    console.log('Field resized or moved');
+
+    const { current: container } = canvasElement;
+
+    if (!container) {
+      return;
+    }
+
+    const isDragEvent = event.type === 'dragend';
+
+    const fieldGroup = event.target as Konva.Group;
+    const fieldFormId = fieldGroup.id();
+
+    const {
+      width: fieldPixelWidth,
+      height: fieldPixelHeight,
+      x: fieldX,
+      y: fieldY,
+    } = fieldGroup.getClientRect({
+      skipStroke: true,
+      skipShadow: true,
+    });
+
+    const { height: pageHeight, width: pageWidth } = getBoundingClientRect(container);
+
+    // Calculate x and y as a percentage of the page width and height
+    const positionPercentX = (fieldX / pageWidth) * 100;
+    const positionPercentY = (fieldY / pageHeight) * 100;
+
+    // Get the bounds as a percentage of the page width and height
+    const fieldPageWidth = (fieldPixelWidth / pageWidth) * 100;
+    const fieldPageHeight = (fieldPixelHeight / pageHeight) * 100;
+
+    const fieldUpdates: Partial<TLocalField> = {
+      positionX: positionPercentX,
+      positionY: positionPercentY,
+    };
+
+    // Do not update the width/height unless the field has actually been resized.
+    // This is because our calculations will shift the width/height slightly
+    // due to the way we convert between pixel and percentage.
+    if (!isDragEvent) {
+      fieldUpdates.width = fieldPageWidth;
+      fieldUpdates.height = fieldPageHeight;
+    }
+
+    // Todo: envelopes Use id
+    editorFields.updateFieldByFormId(fieldFormId, fieldUpdates);
+
+    // Select the field if it is not already selected.
+    if (isDragEvent && interactiveTransformer.current?.nodes().length === 0) {
+      setSelectedFields([fieldGroup]);
+    }
+
+    pageLayer.current?.batchDraw();
+  };
+
+  const renderFieldOnLayer = (field: TLocalField) => {
+    if (!pageLayer.current || !interactiveTransformer.current) {
+      console.error('Layer not loaded yet');
+      return;
+    }
+
+    const recipient = envelope.recipients.find((r) => r.id === field.recipientId);
+    const isFieldEditable =
+      recipient !== undefined && canRecipientFieldsBeModified(recipient, envelope.fields);
+
+    const { fieldGroup, isFirstRender } = renderField({
+      pageLayer: pageLayer.current,
+      field: {
+        renderId: field.formId,
+        ...field,
+        customText: '',
+        inserted: false,
+        fieldMeta: field.fieldMeta,
+      },
+      pageWidth: viewport.width,
+      pageHeight: viewport.height,
+      color: getRecipientColorKey(field.recipientId),
+      editable: isFieldEditable,
+      mode: 'edit',
+    });
+
+    if (!isFieldEditable) {
+      return;
+    }
+
+    fieldGroup.off('click');
+    fieldGroup.off('transformend');
+    fieldGroup.off('dragend');
+
+    // Set up field selection.
+    fieldGroup.on('click', () => {
+      removePendingField();
+      setSelectedFields([fieldGroup]);
+      pageLayer.current?.batchDraw();
+    });
+
+    fieldGroup.on('transformend', handleResizeOrMove);
+    fieldGroup.on('dragend', handleResizeOrMove);
+  };
+
+  /**
+   * Create the initial Konva page canvas and initialize all fields and interactions.
+   */
+  const createPageCanvas = (container: HTMLDivElement) => {
+    stage.current = new Konva.Stage({
+      container,
+      width: viewport.width,
+      height: viewport.height,
+    });
+
+    // Create the main layer for interactive elements.
+    pageLayer.current = new Konva.Layer();
+    stage.current?.add(pageLayer.current);
+
+    // Initialize snap guides layer
+    // snapGuideLayer.current = initializeSnapGuides(stage.current);
+
+    // Add transformer for resizing and rotating.
+    interactiveTransformer.current = createInteractiveTransformer(stage.current, pageLayer.current);
+
+    // Render the fields.
+    for (const field of localPageFields) {
+      renderFieldOnLayer(field);
+    }
+
+    // Handle stage click to deselect.
+    stage.current?.on('click', (e) => {
+      removePendingField();
+
+      if (e.target === stage.current) {
+        setSelectedFields([]);
+        pageLayer.current?.batchDraw();
+      }
+    });
+
+    // When an item is dragged, select it automatically.
+    const onDragStartOrEnd = (e: KonvaEventObject<Event>) => {
+      removePendingField();
+
+      if (!e.target.hasName('field-group')) {
+        return;
+      }
+
+      setIsFieldChanging(e.type === 'dragstart');
+
+      const itemAlreadySelected = (interactiveTransformer.current?.nodes() || []).includes(
+        e.target,
+      );
+
+      // Do nothing and allow the transformer to handle it.
+      // Required so when multiple items are selected, this won't deselect them.
+      if (itemAlreadySelected) {
+        return;
+      }
+
+      setSelectedFields([e.target]);
+    };
+
+    stage.current?.on('dragstart', onDragStartOrEnd);
+    stage.current?.on('dragend', onDragStartOrEnd);
+    stage.current?.on('transformstart', () => setIsFieldChanging(true));
+    stage.current?.on('transformend', () => setIsFieldChanging(false));
+
+    pageLayer.current.batchDraw();
+  };
+
+  /**
+   * Creates an interactive transformer for the fields.
+   *
+   * Allows:
+   * - Resizing
+   * - Moving
+   * - Selecting multiple fields
+   * - Selecting empty area to create fields
+   */
+  const createInteractiveTransformer = (stage: Konva.Stage, layer: Konva.Layer) => {
+    const transformer = new Konva.Transformer({
+      rotateEnabled: false,
+      keepRatio: false,
+      shouldOverdrawWholeArea: true,
+      ignoreStroke: true,
+      flipEnabled: false,
+      boundBoxFunc: (oldBox, newBox) => {
+        // Enforce minimum size
+        if (newBox.width < 30 || newBox.height < 20) {
+          return oldBox;
+        }
+
+        return newBox;
+      },
+    });
+
+    layer.add(transformer);
+
+    // Add selection rectangle.
+    const selectionRectangle = new Konva.Rect({
+      fill: 'rgba(24, 160, 251, 0.3)',
+      visible: false,
+    });
+    layer.add(selectionRectangle);
+
+    let x1: number;
+    let y1: number;
+    let x2: number;
+    let y2: number;
+
+    stage.on('mousedown touchstart', (e) => {
+      // do nothing if we mousedown on any shape
+      if (e.target !== stage) {
+        return;
+      }
+
+      const pointerPosition = stage.getPointerPosition();
+
+      if (!pointerPosition) {
+        return;
+      }
+
+      x1 = pointerPosition.x;
+      y1 = pointerPosition.y;
+      x2 = pointerPosition.x;
+      y2 = pointerPosition.y;
+
+      selectionRectangle.setAttrs({
+        x: x1,
+        y: y1,
+        width: 0,
+        height: 0,
+        visible: true,
+      });
+    });
+
+    stage.on('mousemove touchmove', () => {
+      // do nothing if we didn't start selection
+      if (!selectionRectangle.visible()) {
+        return;
+      }
+
+      selectionRectangle.moveToTop();
+
+      const pointerPosition = stage.getPointerPosition();
+
+      if (!pointerPosition) {
+        return;
+      }
+
+      x2 = pointerPosition.x;
+      y2 = pointerPosition.y;
+
+      selectionRectangle.setAttrs({
+        x: Math.min(x1, x2),
+        y: Math.min(y1, y2),
+        width: Math.abs(x2 - x1),
+        height: Math.abs(y2 - y1),
+      });
+    });
+
+    stage.on('mouseup touchend', () => {
+      // do nothing if we didn't start selection
+      if (!selectionRectangle.visible()) {
+        return;
+      }
+
+      // Update visibility in timeout, so we can check it in click event
+      setTimeout(() => {
+        selectionRectangle.visible(false);
+      });
+
+      const stageFieldGroups = stage.find('.field-group') || [];
+      const box = selectionRectangle.getClientRect();
+      const selectedFieldGroups = stageFieldGroups.filter(
+        (shape) => Konva.Util.haveIntersection(box, shape.getClientRect()) && shape.draggable(),
+      );
+      setSelectedFields(selectedFieldGroups);
+
+      // Create a field if no items are selected or the size is too small.
+      if (
+        selectedFieldGroups.length === 0 &&
+        canvasElement.current &&
+        box.width > MIN_FIELD_WIDTH_PX &&
+        box.height > MIN_FIELD_HEIGHT_PX &&
+        editorFields.selectedRecipient &&
+        canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields)
+      ) {
+        const pendingFieldCreation = new Konva.Rect({
+          name: 'pending-field-creation',
+          x: box.x,
+          y: box.y,
+          width: box.width,
+          height: box.height,
+          fill: 'rgba(24, 160, 251, 0.3)',
+        });
+
+        layer.add(pendingFieldCreation);
+        setPendingFieldCreation(pendingFieldCreation);
+      }
+    });
+
+    // Clicks should select/deselect shapes
+    stage.on('click tap', function (e) {
+      // if we are selecting with rect, do nothing
+      if (
+        selectionRectangle.visible() &&
+        selectionRectangle.width() > 0 &&
+        selectionRectangle.height() > 0
+      ) {
+        return;
+      }
+
+      // If empty area clicked, remove all selections
+      if (e.target === stage) {
+        setSelectedFields([]);
+        return;
+      }
+
+      // Do nothing if field not clicked, or if field is not editable
+      if (!e.target.hasName('field-group') || e.target.draggable() === false) {
+        return;
+      }
+
+      // do we pressed shift or ctrl?
+      const metaPressed = e.evt.shiftKey || e.evt.ctrlKey || e.evt.metaKey;
+      const isSelected = transformer.nodes().indexOf(e.target) >= 0;
+
+      if (!metaPressed && !isSelected) {
+        // if no key pressed and the node is not selected
+        // select just one
+        setSelectedFields([e.target]);
+      } else if (metaPressed && isSelected) {
+        // if we pressed keys and node was selected
+        // we need to remove it from selection:
+        const nodes = transformer.nodes().slice(); // use slice to have new copy of array
+        // remove node from array
+        nodes.splice(nodes.indexOf(e.target), 1);
+        setSelectedFields(nodes);
+      } else if (metaPressed && !isSelected) {
+        // add the node into selection
+        const nodes = transformer.nodes().concat([e.target]);
+        setSelectedFields(nodes);
+      }
+    });
+
+    return transformer;
+  };
+
+  /**
+   * Render fields when they are added or removed from the localFields.
+   */
+  useEffect(() => {
+    if (!pageLayer.current || !stage.current) {
+      return;
+    }
+
+    // If doesn't exist in localFields, destroy it since it's been deleted.
+    pageLayer.current.find('Group').forEach((group) => {
+      if (
+        group.name() === 'field-group' &&
+        !localPageFields.some((field) => field.formId === group.id())
+      ) {
+        console.log('Field removed, removing from canvas');
+        group.destroy();
+      }
+    });
+
+    // If it exists, rerender.
+    localPageFields.forEach((field) => {
+      console.log('Field created/updated, rendering on canvas');
+      renderFieldOnLayer(field);
+    });
+
+    // If it doesn't exist, render it.
+    //
+
+    // Rerender the transformer
+    interactiveTransformer.current?.forceUpdate();
+
+    pageLayer.current.batchDraw();
+  }, [localPageFields]);
+
+  const setSelectedFields = (nodes: Konva.Node[]) => {
+    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+    const fieldGroups = nodes.filter((node) => node.hasName('field-group')) as Konva.Group[];
+
+    interactiveTransformer.current?.nodes(fieldGroups);
+    setSelectedKonvaFieldGroups(fieldGroups);
+
+    if (fieldGroups.length === 0 || fieldGroups.length > 1) {
+      editorFields.setSelectedField(null);
+    }
+
+    // Handle single field selection.
+    if (fieldGroups.length === 1) {
+      const fieldGroup = fieldGroups[0];
+
+      editorFields.setSelectedField(fieldGroup.id());
+      fieldGroup.moveToTop();
+    }
+  };
+
+  const deletedSelectedFields = () => {
+    const fieldFormids = selectedKonvaFieldGroups
+      .map((field) => field.id())
+      .filter((field) => field !== undefined);
+
+    editorFields.removeFieldsByFormId(fieldFormids);
+
+    setSelectedFields([]);
+  };
+
+  const duplicatedSelectedFields = () => {
+    const fields = selectedKonvaFieldGroups
+      .map((field) => editorFields.getFieldByFormId(field.id()))
+      .filter((field) => field !== undefined);
+
+    for (const field of fields) {
+      editorFields.duplicateField(field);
+    }
+  };
+
+  const duplicatedSelectedFieldsOnAllPages = () => {
+    const fields = selectedKonvaFieldGroups
+      .map((field) => editorFields.getFieldByFormId(field.id()))
+      .filter((field) => field !== undefined);
+
+    for (const field of fields) {
+      editorFields.duplicateFieldToAllPages(field);
+    }
+
+    setSelectedFields([]);
+  };
+
+  /**
+   * Create a field from a pending field.
+   */
+  const createFieldFromPendingTemplate = (pendingFieldCreation: Konva.Rect, type: FieldType) => {
+    const pixelWidth = pendingFieldCreation.width();
+    const pixelHeight = pendingFieldCreation.height();
+    const pixelX = pendingFieldCreation.x();
+    const pixelY = pendingFieldCreation.y();
+
+    removePendingField();
+
+    if (!canvasElement.current || !currentEnvelopeItem || !editorFields.selectedRecipient) {
+      return;
+    }
+
+    const { height: pageHeight, width: pageWidth } = getBoundingClientRect(canvasElement.current);
+
+    const { fieldX, fieldY, fieldWidth, fieldHeight } = convertPixelToPercentage({
+      width: pixelWidth,
+      height: pixelHeight,
+      positionX: pixelX,
+      positionY: pixelY,
+      pageWidth,
+      pageHeight,
+    });
+
+    editorFields.addField({
+      envelopeItemId: currentEnvelopeItem.id,
+      page: pageContext.pageNumber,
+      type,
+      positionX: fieldX,
+      positionY: fieldY,
+      width: fieldWidth,
+      height: fieldHeight,
+      recipientId: editorFields.selectedRecipient.id,
+      fieldMeta: structuredClone(FIELD_META_DEFAULT_VALUES[type]),
+    });
+  };
+
+  /**
+   * Remove any pending fields or rectangle on the canvas.
+   */
+  const removePendingField = () => {
+    setPendingFieldCreation(null);
+
+    const pendingFieldCreation = pageLayer.current?.find('.pending-field-creation') || [];
+
+    for (const field of pendingFieldCreation) {
+      field.destroy();
+    }
+  };
+
+  if (!currentEnvelopeItem) {
+    return null;
+  }
+
+  return (
+    <div className="relative" key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}>
+      {selectedKonvaFieldGroups.length > 0 &&
+        interactiveTransformer.current &&
+        !isFieldChanging && (
+          <div
+            style={{
+              position: 'absolute',
+              top:
+                interactiveTransformer.current.y() +
+                interactiveTransformer.current.getClientRect().height +
+                5 +
+                'px',
+              left:
+                interactiveTransformer.current.x() +
+                interactiveTransformer.current.getClientRect().width / 2 +
+                'px',
+              transform: 'translateX(-50%)',
+              gap: '8px',
+              pointerEvents: 'auto',
+              zIndex: 50,
+            }}
+            className="group flex items-center justify-evenly gap-x-1 rounded-md border bg-gray-900 p-0.5"
+          >
+            <button
+              title={t`Duplicate`}
+              className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
+              onClick={() => duplicatedSelectedFields()}
+              onTouchEnd={() => duplicatedSelectedFields()}
+            >
+              <CopyPlusIcon className="h-3 w-3" />
+            </button>
+
+            <button
+              title={t`Duplicate on all pages`}
+              className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
+              onClick={() => duplicatedSelectedFieldsOnAllPages()}
+              onTouchEnd={() => duplicatedSelectedFieldsOnAllPages()}
+            >
+              <SquareStackIcon className="h-3 w-3" />
+            </button>
+
+            <button
+              title={t`Remove`}
+              className="rounded-sm p-1.5 text-gray-400 transition-colors hover:bg-white/10 hover:text-gray-100"
+              onClick={() => deletedSelectedFields()}
+              onTouchEnd={() => deletedSelectedFields()}
+            >
+              <TrashIcon className="h-3 w-3" />
+            </button>
+          </div>
+        )}
+
+      {/* Todo: Envelopes - This will not overflow the page when close to edges */}
+      {pendingFieldCreation && (
+        <div
+          style={{
+            position: 'absolute',
+            top: pendingFieldCreation.y() + pendingFieldCreation.getClientRect().height + 5 + 'px',
+            left: pendingFieldCreation.x() + pendingFieldCreation.getClientRect().width / 2 + 'px',
+            transform: 'translateX(-50%)',
+            zIndex: 50,
+          }}
+          className="text-muted-foreground grid w-fit grid-cols-5 gap-x-1 gap-y-0.5 rounded-md border bg-white p-1 shadow-sm"
+        >
+          {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"
+            >
+              {t(field.name)}
+            </button>
+          ))}
+        </div>
+      )}
+
+      <div className="konva-container absolute inset-0 z-10" ref={konvaContainer}></div>
+
+      <canvas
+        className={`${_className}__canvas z-0`}
+        height={viewport.height}
+        ref={canvasElement}
+        width={viewport.width}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,186 @@
+import { Trans, useLingui } from '@lingui/react/macro';
+import { DocumentStatus, EnvelopeType } from '@prisma/client';
+import {
+  AlertTriangleIcon,
+  Globe2Icon,
+  LockIcon,
+  RefreshCwIcon,
+  SendIcon,
+  SettingsIcon,
+} from 'lucide-react';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { mapSecondaryIdToTemplateId } from '@documenso/lib/utils/envelope';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Button } from '@documenso/ui/primitives/button';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EnvelopeDistributeDialog } from '~/components/dialogs/envelope-distribute-dialog';
+import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
+import { TemplateUseDialog } from '~/components/dialogs/template-use-dialog';
+import { BrandingLogo } from '~/components/general/branding-logo';
+import { DocumentAttachmentsPopover } from '~/components/general/document/document-attachments-popover';
+import { EnvelopeEditorSettingsDialog } from '~/components/general/envelope-editor/envelope-editor-settings-dialog';
+import { useCurrentTeam } from '~/providers/team';
+
+import { TemplateDirectLinkBadge } from '../template/template-direct-link-badge';
+import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
+
+export default function EnvelopeEditorHeader() {
+  const { t } = useLingui();
+
+  const team = useCurrentTeam();
+
+  const { envelope, isDocument, isTemplate, updateEnvelope, autosaveError } =
+    useCurrentEnvelopeEditor();
+
+  // Todo: Envelopes this probably won't work with embed? Maybe hide the back items when no team?
+
+  const rootPath = isDocument ? formatDocumentsPath(team.url) : formatTemplatesPath(team.url);
+
+  return (
+    <nav className="w-full border-b border-gray-200 bg-white px-6 py-3">
+      <div className="flex items-center justify-between">
+        <div className="flex items-center space-x-4">
+          <Link to="/">
+            <BrandingLogo className="h-6 w-auto" />
+          </Link>
+          <Separator orientation="vertical" className="h-6" />
+          <div className="flex items-center space-x-2">
+            <EnvelopeItemTitleInput
+              disabled={envelope.status !== DocumentStatus.DRAFT}
+              value={envelope.title}
+              onChange={(title) => {
+                updateEnvelope({
+                  title,
+                });
+              }}
+              placeholder={t`Envelope Title`}
+            />
+
+            {envelope.type === EnvelopeType.TEMPLATE && (
+              <>
+                {envelope.templateType === 'PRIVATE' ? (
+                  <Badge variant="secondary">
+                    <LockIcon className="mr-2 h-4 w-4 text-blue-600 dark:text-blue-300" />
+                    <Trans>Private Template</Trans>
+                  </Badge>
+                ) : (
+                  <Badge variant="default">
+                    <Globe2Icon className="mr-2 h-4 w-4 text-green-500 dark:text-green-300" />
+                    <Trans>Public Template</Trans>
+                  </Badge>
+                )}
+
+                {envelope.directLink?.token && (
+                  <TemplateDirectLinkBadge
+                    className="py-1"
+                    token={envelope.directLink.token}
+                    enabled={envelope.directLink.enabled}
+                  />
+                )}
+              </>
+            )}
+
+            {envelope.type === EnvelopeType.DOCUMENT &&
+              match(envelope.status)
+                .with(DocumentStatus.DRAFT, () => (
+                  <Badge variant="warning">
+                    <Trans>Draft</Trans>
+                  </Badge>
+                ))
+                .with(DocumentStatus.PENDING, () => (
+                  <Badge variant="secondary">
+                    <Trans>Pending</Trans>
+                  </Badge>
+                ))
+                .with(DocumentStatus.COMPLETED, () => (
+                  <Badge variant="default">
+                    <Trans>Completed</Trans>
+                  </Badge>
+                ))
+                .with(DocumentStatus.REJECTED, () => (
+                  <Badge variant="destructive">
+                    <Trans>Rejected</Trans>
+                  </Badge>
+                ))
+                .exhaustive()}
+
+            {autosaveError && (
+              <>
+                <Badge variant="destructive">
+                  <AlertTriangleIcon className="mr-2 h-4 w-4" />
+                  <Trans>Sync failed, changes not saved</Trans>
+                </Badge>
+
+                <button
+                  onClick={() => {
+                    window.location.reload();
+                  }}
+                >
+                  <Badge variant="destructive">
+                    <RefreshCwIcon className="mr-2 h-4 w-4" />
+                    <Trans>Reload</Trans>
+                  </Badge>
+                </button>
+              </>
+            )}
+          </div>
+        </div>
+
+        <div className="flex items-center space-x-2">
+          <DocumentAttachmentsPopover envelopeId={envelope.id} />
+
+          <EnvelopeEditorSettingsDialog
+            trigger={
+              <Button variant="outline" size="sm">
+                <SettingsIcon className="h-4 w-4" />
+              </Button>
+            }
+          />
+
+          {isDocument && (
+            <>
+              <EnvelopeDistributeDialog
+                envelope={envelope}
+                trigger={
+                  <Button size="sm">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Send Document</Trans>
+                  </Button>
+                }
+              />
+
+              <EnvelopeRedistributeDialog
+                envelope={envelope}
+                trigger={
+                  <Button size="sm">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Resend Document</Trans>
+                  </Button>
+                }
+              />
+            </>
+          )}
+
+          {isTemplate && (
+            <TemplateUseDialog
+              templateId={mapSecondaryIdToTemplateId(envelope.secondaryId)}
+              templateSigningOrder={envelope.documentMeta?.signingOrder}
+              recipients={envelope.recipients}
+              documentRootPath={rootPath}
+              trigger={
+                <Button size="sm">
+                  <Trans>Use Template</Trans>
+                </Button>
+              }
+            />
+          )}
+        </div>
+      </div>
+    </nav>
+  );
+}

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

@@ -0,0 +1,258 @@
+import { lazy, useEffect, useMemo } from 'react';
+
+import type { MessageDescriptor } from '@lingui/core';
+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 { isDeepEqual } from 'remeda';
+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 type {
+  TCheckboxFieldMeta,
+  TDateFieldMeta,
+  TDropdownFieldMeta,
+  TEmailFieldMeta,
+  TFieldMetaSchema,
+  TInitialsFieldMeta,
+  TNameFieldMeta,
+  TNumberFieldMeta,
+  TRadioFieldMeta,
+  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 { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EditorFieldCheckboxForm } from '~/components/forms/editor/editor-field-checkbox-form';
+import { EditorFieldDateForm } from '~/components/forms/editor/editor-field-date-form';
+import { EditorFieldDropdownForm } from '~/components/forms/editor/editor-field-dropdown-form';
+import { EditorFieldEmailForm } from '~/components/forms/editor/editor-field-email-form';
+import { EditorFieldInitialsForm } from '~/components/forms/editor/editor-field-initials-form';
+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 { EditorFieldTextForm } from '~/components/forms/editor/editor-field-text-form';
+
+import { EnvelopeEditorFieldDragDrop } from './envelope-editor-fields-drag-drop';
+import { EnvelopeRendererFileSelector } from './envelope-file-selector';
+
+const EnvelopeEditorFieldsPageRenderer = lazy(
+  async () => import('./envelope-editor-fields-page-renderer'),
+);
+
+const FieldSettingsTypeTranslations: Record<FieldType, MessageDescriptor> = {
+  [FieldType.SIGNATURE]: msg`Signature Settings`,
+  [FieldType.FREE_SIGNATURE]: msg`Free Signature Settings`,
+  [FieldType.TEXT]: msg`Text Settings`,
+  [FieldType.DATE]: msg`Date Settings`,
+  [FieldType.EMAIL]: msg`Email Settings`,
+  [FieldType.NAME]: msg`Name Settings`,
+  [FieldType.INITIALS]: msg`Initials Settings`,
+  [FieldType.NUMBER]: msg`Number Settings`,
+  [FieldType.RADIO]: msg`Radio Settings`,
+  [FieldType.CHECKBOX]: msg`Checkbox Settings`,
+  [FieldType.DROPDOWN]: msg`Dropdown Settings`,
+};
+
+export const EnvelopeEditorPageFields = () => {
+  const { envelope, editorFields } = useCurrentEnvelopeEditor();
+
+  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const { t } = useLingui();
+
+  const selectedField = useMemo(
+    () => structuredClone(editorFields.selectedField),
+    [editorFields.selectedField],
+  );
+
+  const updateSelectedFieldMeta = (fieldMeta: TFieldMetaSchema) => {
+    if (!selectedField) {
+      return;
+    }
+
+    const isMetaSame = isDeepEqual(selectedField.fieldMeta, fieldMeta);
+
+    // Todo: Envelopes - Clean up console logs.
+    if (!isMetaSame) {
+      console.log('TRIGGER UPDATE');
+      editorFields.updateFieldByFormId(selectedField.formId, {
+        fieldMeta,
+      });
+    } else {
+      console.log('DATA IS SAME, NO UPDATE');
+    }
+  };
+
+  /**
+   * Set the selected recipient to the first recipient in the envelope.
+   */
+  useEffect(() => {
+    const firstSelectableRecipient = envelope.recipients.find(
+      (recipient) =>
+        recipient.role === RecipientRole.SIGNER || recipient.role === RecipientRole.APPROVER,
+    );
+
+    editorFields.setSelectedRecipient(firstSelectableRecipient?.id ?? null);
+  }, []);
+
+  return (
+    <div className="relative flex h-full">
+      <div className="flex w-full flex-col">
+        {/* Horizontal envelope item selector */}
+        <EnvelopeRendererFileSelector fields={editorFields.localFields} />
+
+        {/* Document View */}
+        <div className="mt-4 flex justify-center">
+          {currentEnvelopeItem !== null ? (
+            <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorFieldsPageRenderer} />
+          ) : (
+            <div className="flex flex-col items-center justify-center py-32">
+              <FileTextIcon className="text-muted-foreground h-10 w-10" />
+              <p className="text-foreground mt-1 text-sm">
+                <Trans>No documents found</Trans>
+              </p>
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>Please upload a document to continue</Trans>
+              </p>
+            </div>
+          )}
+        </div>
+      </div>
+
+      {/* Right Section - Form Fields Panel */}
+      {currentEnvelopeItem && (
+        <div className="sticky top-0 h-[calc(100vh-73px)] w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
+          {/* Recipient selector section. */}
+          <section className="px-4">
+            <h3 className="mb-2 text-sm font-semibold text-gray-900">
+              <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"
+              />
+            )}
+
+            {editorFields.selectedRecipient &&
+              !canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields) && (
+                <Alert className="mt-4" variant="warning">
+                  <AlertDescription>
+                    <Trans>
+                      This recipient can no longer be modified as they have signed a field, or
+                      completed the document.
+                    </Trans>
+                  </AlertDescription>
+                </Alert>
+              )}
+          </section>
+
+          <Separator className="my-4" />
+
+          {/* Add fields section. */}
+          <section className="px-4">
+            <h3 className="mb-2 text-sm font-semibold text-gray-900">
+              <Trans>Add Fields</Trans>
+            </h3>
+
+            <EnvelopeEditorFieldDragDrop
+              selectedRecipientId={editorFields.selectedRecipient?.id ?? null}
+              selectedEnvelopeItemId={currentEnvelopeItem?.id ?? null}
+            />
+          </section>
+
+          {/* Field details section. */}
+          <AnimateGenericFadeInOut key={editorFields.selectedField?.formId}>
+            {selectedField && selectedField.type !== FieldType.SIGNATURE && (
+              <section>
+                <Separator className="my-4" />
+
+                <div className="[&_label]:text-foreground/70 px-4 [&_label]:text-xs">
+                  <h3 className="text-sm font-semibold">
+                    {t(FieldSettingsTypeTranslations[selectedField.type])}
+                  </h3>
+
+                  {match(selectedField.type)
+                    .with(FieldType.CHECKBOX, () => (
+                      <EditorFieldCheckboxForm
+                        value={selectedField?.fieldMeta as TCheckboxFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.DATE, () => (
+                      <EditorFieldDateForm
+                        value={selectedField?.fieldMeta as TDateFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.DROPDOWN, () => (
+                      <EditorFieldDropdownForm
+                        value={selectedField?.fieldMeta as TDropdownFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.EMAIL, () => (
+                      <EditorFieldEmailForm
+                        value={selectedField?.fieldMeta as TEmailFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.INITIALS, () => (
+                      <EditorFieldInitialsForm
+                        value={selectedField?.fieldMeta as TInitialsFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.NAME, () => (
+                      <EditorFieldNameForm
+                        value={selectedField?.fieldMeta as TNameFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.NUMBER, () => (
+                      <EditorFieldNumberForm
+                        value={selectedField?.fieldMeta as TNumberFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.RADIO, () => (
+                      <EditorFieldRadioForm
+                        value={selectedField?.fieldMeta as TRadioFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .with(FieldType.TEXT, () => (
+                      <EditorFieldTextForm
+                        value={selectedField?.fieldMeta as TTextFieldMeta | undefined}
+                        onValueChange={(value) => updateSelectedFieldMeta(value)}
+                      />
+                    ))
+                    .otherwise(() => null)}
+                </div>
+              </section>
+            )}
+          </AnimateGenericFadeInOut>
+        </div>
+      )}
+    </div>
+  );
+};

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

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

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

@@ -0,0 +1,158 @@
+import { lazy, useEffect, useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { FileTextIcon } from 'lucide-react';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+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';
+import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { EnvelopeRendererFileSelector } from './envelope-file-selector';
+
+const EnvelopeEditorPagePreviewRenderer = lazy(
+  async () => import('./envelope-editor-page-preview-renderer'),
+);
+
+export const EnvelopeEditorPagePreview = () => {
+  const { envelope, editorFields } = useCurrentEnvelopeEditor();
+
+  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const [selectedPreviewMode, setSelectedPreviewMode] = useState<'recipient' | 'signed'>(
+    'recipient',
+  );
+
+  /**
+   * Set the selected recipient to the first recipient in the envelope.
+   */
+  useEffect(() => {
+    editorFields.setSelectedRecipient(envelope.recipients[0]?.id ?? null);
+  }, []);
+
+  return (
+    <div className="relative flex h-full">
+      <div className="flex w-full flex-col">
+        {/* 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>
+
+          {currentEnvelopeItem !== null ? (
+            <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorPagePreviewRenderer} />
+          ) : (
+            <div className="flex flex-col items-center justify-center py-32">
+              <FileTextIcon className="text-muted-foreground h-10 w-10" />
+              <p className="text-foreground mt-1 text-sm">
+                <Trans>No documents found</Trans>
+              </p>
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>Please upload a document to continue</Trans>
+              </p>
+            </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">
+              <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">
+              <RadioGroup
+                className="gap-y-1"
+                value={selectedPreviewMode}
+                onValueChange={(value) => setSelectedPreviewMode(value as 'recipient' | 'signed')}
+              >
+                <div className="flex items-center">
+                  <RadioGroupItem
+                    id="document-signed-preview"
+                    className="pointer-events-none h-3 w-3"
+                    value="signed"
+                  />
+                  <Label
+                    htmlFor="document-signed-preview"
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    <Trans>Document Signed Preview</Trans>
+                  </Label>
+                </div>
+
+                <div className="flex items-center">
+                  <RadioGroupItem
+                    id="recipient-preview"
+                    className="pointer-events-none h-3 w-3"
+                    value="recipient"
+                  />
+                  <Label
+                    htmlFor="recipient-preview"
+                    className="text-foreground ml-1.5 text-xs font-normal"
+                  >
+                    <Trans>Recipient Preview</Trans>
+                  </Label>
+                </div>
+              </RadioGroup>
+            </Alert>
+
+            <div>Preview what a recipient will see</div>
+
+            <div>Preview the signed document</div> */}
+          </section>
+
+          {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>
+
+                    <RecipientSelector
+                      selectedRecipient={editorFields.selectedRecipient}
+                      onSelectedRecipientChange={(recipient) =>
+                        editorFields.setSelectedRecipient(recipient.id)
+                      }
+                      recipients={envelope.recipients}
+                      className="w-full"
+                      align="end"
+                    />
+                  </section>
+                </>
+              )}
+            </AnimateGenericFadeInOut>
+          )}
+        </div>
+      )}
+    </div>
+  );
+};

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

@@ -0,0 +1,348 @@
+import { useMemo, useState } from 'react';
+
+import { DragDropContext, Draggable, Droppable } from '@hello-pangea/dnd';
+import type { DropResult } from '@hello-pangea/dnd';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { DocumentStatus } from '@prisma/client';
+import { FileWarningIcon, GripVerticalIcon, Loader2 } from 'lucide-react';
+import { X } from 'lucide-react';
+import { Link } from 'react-router';
+
+import {
+  useCurrentEnvelopeEditor,
+  useDebounceFunction,
+} from '@documenso/lib/client-only/providers/envelope-editor-provider';
+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 { Button } from '@documenso/ui/primitives/button';
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from '@documenso/ui/primitives/card';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+
+import { EnvelopeItemDeleteDialog } from '~/components/dialogs/envelope-item-delete-dialog';
+import { useCurrentTeam } from '~/providers/team';
+
+import { EnvelopeEditorRecipientForm } from './envelope-editor-recipient-form';
+import { EnvelopeItemTitleInput } from './envelope-editor-title-input';
+
+type LocalFile = {
+  id: string;
+  title: string;
+  envelopeItemId: string | null;
+  isUploading: boolean;
+  isError: boolean;
+};
+
+export const EnvelopeEditorPageUpload = () => {
+  const team = useCurrentTeam();
+  const { t } = useLingui();
+
+  const { envelope, setLocalEnvelope } = useCurrentEnvelopeEditor();
+
+  const [localFiles, setLocalFiles] = useState<LocalFile[]>(
+    envelope.envelopeItems
+      .sort((a, b) => a.order - b.order)
+      .map((item) => ({
+        id: item.id,
+        title: item.title,
+        envelopeItemId: item.id,
+        isUploading: false,
+        isError: false,
+      })),
+  );
+
+  const { mutateAsync: createEnvelopeItems, isPending: isCreatingEnvelopeItems } =
+    trpc.envelope.item.createMany.useMutation({
+      onSuccess: (data) => {
+        const createdEnvelopes = data.createdEnvelopeItems.filter(
+          (item) => !envelope.envelopeItems.find((envelopeItem) => envelopeItem.id === item.id),
+        );
+
+        setLocalEnvelope({
+          envelopeItems: [...envelope.envelopeItems, ...createdEnvelopes],
+        });
+      },
+    });
+
+  const { mutateAsync: updateEnvelopeItems } = trpc.envelope.item.updateMany.useMutation({
+    onSuccess: (data) => {
+      setLocalEnvelope({
+        envelopeItems: envelope.envelopeItems.map((originalItem) => {
+          const updatedItem = data.updatedEnvelopeItems.find((item) => item.id === originalItem.id);
+
+          if (updatedItem) {
+            return {
+              ...originalItem,
+              ...updatedItem,
+            };
+          }
+
+          return originalItem;
+        }),
+      });
+    },
+  });
+
+  const canItemsBeModified = useMemo(
+    () => canEnvelopeItemsBeModified(envelope, envelope.recipients),
+    [envelope, envelope.recipients],
+  );
+
+  const onFileDrop = async (files: File[]) => {
+    const newUploadingFiles: (LocalFile & { file: File })[] = files.map((file) => ({
+      id: nanoid(),
+      envelopeItemId: null,
+      title: file.name,
+      file,
+      isUploading: true,
+      isError: false,
+    }));
+
+    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({
+      envelopeId: envelope.id,
+      items: envelopeItemsToCreate,
+    }).catch((error) => {
+      console.error(error);
+
+      // Set error state on files in batch upload.
+      setLocalFiles((prev) =>
+        prev.map((uploadingFile) =>
+          uploadingFile.id === newUploadingFiles.find((file) => file.id === uploadingFile.id)?.id
+            ? { ...uploadingFile, isError: true, isUploading: false }
+            : uploadingFile,
+        ),
+      );
+
+      throw error;
+    });
+
+    setLocalFiles((prev) => {
+      const filteredFiles = prev.filter(
+        (uploadingFile) =>
+          uploadingFile.id !== newUploadingFiles.find((file) => file.id === uploadingFile.id)?.id,
+      );
+
+      return filteredFiles.concat(
+        createdEnvelopeItems.map((item) => ({
+          id: item.id,
+          envelopeItemId: item.id,
+          title: item.title,
+          isUploading: false,
+          isError: false,
+        })),
+      );
+    });
+  };
+
+  /**
+   * Hide the envelope item from the list on deletion.
+   */
+  const onFileDelete = (envelopeItemId: string) => {
+    setLocalFiles((prev) => prev.filter((uploadingFile) => uploadingFile.id !== envelopeItemId));
+
+    setLocalEnvelope({
+      envelopeItems: envelope.envelopeItems.filter((item) => item.id !== envelopeItemId),
+    });
+  };
+
+  /**
+   * Handle drag end for reordering files.
+   */
+  const onDragEnd = (result: DropResult) => {
+    if (!result.destination) {
+      return;
+    }
+
+    const items = Array.from(localFiles);
+    const [reorderedItem] = items.splice(result.source.index, 1);
+    items.splice(result.destination.index, 0, reorderedItem);
+
+    setLocalFiles(items);
+    debouncedUpdateEnvelopeItems(items);
+  };
+
+  // Todo: Envelopes - Sync into envelopes data
+  const debouncedUpdateEnvelopeItems = useDebounceFunction((files: LocalFile[]) => {
+    void updateEnvelopeItems({
+      envelopeId: envelope.id,
+      data: files
+        .filter((item) => item.envelopeItemId)
+        .map((item, index) => ({
+          envelopeItemId: item.envelopeItemId || '',
+          order: index + 1,
+          title: item.title,
+        })),
+    });
+  }, 1000);
+
+  const onEnvelopeItemTitleChange = (envelopeItemId: string, title: string) => {
+    const newLocalFilesValue = localFiles.map((uploadingFile) =>
+      uploadingFile.envelopeItemId === envelopeItemId ? { ...uploadingFile, title } : uploadingFile,
+    );
+
+    setLocalFiles(newLocalFilesValue);
+    debouncedUpdateEnvelopeItems(newLocalFilesValue);
+  };
+
+  return (
+    <div className="mx-auto max-w-4xl space-y-6 p-8">
+      <Card backdropBlur={false} className="border">
+        <CardHeader className="pb-3">
+          <CardTitle>Documents</CardTitle>
+          <CardDescription>Add and configure multiple documents</CardDescription>
+        </CardHeader>
+
+        <CardContent>
+          <DocumentDropzone
+            onDrop={onFileDrop}
+            allowMultiple
+            className="pb-4 pt-6"
+            disabled={!canItemsBeModified}
+            disabledMessage={msg`Cannot upload items after the document has been sent`}
+            disabledHeading={msg`Upload disabled`}
+          />
+
+          {/* Uploaded Files List */}
+          <div className="mt-4">
+            <DragDropContext onDragEnd={onDragEnd}>
+              <Droppable droppableId="files">
+                {(provided) => (
+                  <div {...provided.droppableProps} ref={provided.innerRef} className="space-y-2">
+                    {localFiles.map((localFile, index) => (
+                      <Draggable
+                        key={localFile.id}
+                        isDragDisabled={isCreatingEnvelopeItems || !canItemsBeModified}
+                        draggableId={localFile.id}
+                        index={index}
+                      >
+                        {(provided, snapshot) => (
+                          <div
+                            ref={provided.innerRef}
+                            {...provided.draggableProps}
+                            style={provided.draggableProps.style}
+                            className={`flex items-center justify-between rounded-lg bg-gray-50 p-3 transition-shadow ${
+                              snapshot.isDragging ? 'shadow-md' : ''
+                            }`}
+                          >
+                            <div className="flex items-center space-x-3">
+                              <div
+                                {...provided.dragHandleProps}
+                                className="cursor-grab active:cursor-grabbing"
+                              >
+                                <GripVerticalIcon className="h-5 w-5 flex-shrink-0 opacity-40" />
+                              </div>
+
+                              <div>
+                                {localFile.envelopeItemId !== null ? (
+                                  <EnvelopeItemTitleInput
+                                    disabled={envelope.status !== DocumentStatus.DRAFT}
+                                    value={localFile.title}
+                                    placeholder={t`Document Title`}
+                                    onChange={(title) => {
+                                      onEnvelopeItemTitleChange(localFile.envelopeItemId!, title);
+                                    }}
+                                  />
+                                ) : (
+                                  <p className="text-sm font-medium">{localFile.title}</p>
+                                )}
+
+                                <div className="text-xs text-gray-500">
+                                  {localFile.isUploading ? (
+                                    <Trans>Uploading</Trans>
+                                  ) : localFile.isError ? (
+                                    <Trans>Something went wrong while uploading this file</Trans>
+                                  ) : // <div className="text-xs text-gray-500">2.4 MB • 3 pages</div>
+                                  null}
+                                </div>
+                              </div>
+                            </div>
+                            <div className="flex items-center space-x-2">
+                              {localFile.isUploading && (
+                                <div className="flex h-6 w-10 items-center justify-center">
+                                  <Loader2 className="h-4 w-4 animate-spin text-gray-500" />
+                                </div>
+                              )}
+
+                              {localFile.isError && (
+                                <div className="flex h-6 w-10 items-center justify-center">
+                                  <FileWarningIcon className="text-destructive h-4 w-4" />
+                                </div>
+                              )}
+
+                              {!localFile.isUploading && localFile.envelopeItemId && (
+                                <EnvelopeItemDeleteDialog
+                                  canItemBeDeleted={canItemsBeModified}
+                                  envelopeId={envelope.id}
+                                  envelopeItemId={localFile.envelopeItemId}
+                                  envelopeItemTitle={localFile.title}
+                                  onDelete={onFileDelete}
+                                  trigger={
+                                    <Button variant="ghost" size="sm">
+                                      <X className="h-4 w-4" />
+                                    </Button>
+                                  }
+                                />
+                              )}
+                            </div>
+                          </div>
+                        )}
+                      </Draggable>
+                    ))}
+                    {provided.placeholder}
+                  </div>
+                )}
+              </Droppable>
+            </DragDropContext>
+          </div>
+        </CardContent>
+      </Card>
+
+      {/* Recipients Section */}
+      <EnvelopeEditorRecipientForm />
+
+      <div className="flex justify-end">
+        <Button asChild>
+          <Link to={`/t/${team.url}/documents/${envelope.id}/edit?step=addFields`}>
+            <Trans>Add Fields</Trans>
+          </Link>
+        </Button>
+      </div>
+    </div>
+  );
+};

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

@@ -0,0 +1,941 @@
+import { useCallback, useEffect, useId, useMemo, useRef, useState } from 'react';
+
+import {
+  DragDropContext,
+  Draggable,
+  type DropResult,
+  Droppable,
+  type SensorAPI,
+} from '@hello-pangea/dnd';
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { DocumentSigningOrder, EnvelopeType, RecipientRole, SendStatus } from '@prisma/client';
+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 { z } from 'zod';
+
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import {
+  ZRecipientActionAuthTypesSchema,
+  ZRecipientAuthOptionsSchema,
+} from '@documenso/lib/types/document-auth';
+import { nanoid } from '@documenso/lib/universal/id';
+import { canRecipientBeModified as utilCanRecipientBeModified } from '@documenso/lib/utils/recipients';
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { RecipientActionAuthSelect } from '@documenso/ui/components/recipient/recipient-action-auth-select';
+import {
+  RecipientAutoCompleteInput,
+  type RecipientAutoCompleteOption,
+} from '@documenso/ui/components/recipient/recipient-autocomplete-input';
+import { RecipientRoleSelect } from '@documenso/ui/components/recipient/recipient-role-select';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Card,
+  CardContent,
+  CardDescription,
+  CardHeader,
+  CardTitle,
+} from '@documenso/ui/primitives/card';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import { SigningOrderConfirmation } from '@documenso/ui/primitives/document-flow/signing-order-confirmation';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import { Input } from '@documenso/ui/primitives/input';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZEnvelopeRecipientsForm = z.object({
+  signers: z.array(
+    z.object({
+      formId: z.string().min(1),
+      id: z.number().optional(),
+      email: z
+        .string()
+        .email({ message: msg`Invalid email`.id })
+        .min(1),
+      name: z.string(),
+      role: z.nativeEnum(RecipientRole),
+      signingOrder: z.number().optional(),
+      actionAuth: z.array(ZRecipientActionAuthTypesSchema).optional().default([]),
+    }),
+  ),
+  // Todo: Envelopes - These aren't synced to the server
+  signingOrder: z.nativeEnum(DocumentSigningOrder),
+  allowDictateNextSigner: z.boolean().default(false),
+});
+
+type TEnvelopeRecipientsForm = z.infer<typeof ZEnvelopeRecipientsForm>;
+
+export const EnvelopeEditorRecipientForm = () => {
+  const { envelope, setRecipientsDebounced } = useCurrentEnvelopeEditor();
+
+  const organisation = useCurrentOrganisation();
+
+  const { t } = useLingui();
+  const { toast } = useToast();
+  const { remaining } = useLimits();
+  const { user } = useSession();
+
+  const [recipientSearchQuery, setRecipientSearchQuery] = useState('');
+
+  const debouncedRecipientSearchQuery = useDebouncedValue(recipientSearchQuery, 500);
+
+  const initialId = useId();
+  const $sensorApi = useRef<SensorAPI | null>(null);
+  const isFirstRender = useRef(true);
+  const { recipients, fields } = envelope;
+
+  const { data: recipientSuggestionsData, isLoading } = trpc.recipient.suggestions.find.useQuery(
+    {
+      query: debouncedRecipientSearchQuery,
+    },
+    {
+      enabled: debouncedRecipientSearchQuery.length > 1,
+    },
+  );
+
+  const recipientSuggestions = recipientSuggestionsData?.results || [];
+
+  const defaultRecipients = [
+    {
+      formId: initialId,
+      name: '',
+      email: '',
+      role: RecipientRole.SIGNER,
+      signingOrder: 1,
+      actionAuth: [],
+    },
+  ];
+
+  const form = useForm<TEnvelopeRecipientsForm>({
+    resolver: zodResolver(ZEnvelopeRecipientsForm),
+    mode: 'onChange', // Used for autosave purposes, maybe can try onBlur instead?
+    defaultValues: {
+      signers:
+        recipients.length > 0
+          ? sortBy(
+              recipients.map((recipient, index) => ({
+                id: recipient.id,
+                formId: String(recipient.id),
+                name: recipient.name,
+                email: recipient.email,
+                role: recipient.role,
+                signingOrder: recipient.signingOrder ?? index + 1,
+                actionAuth:
+                  ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? undefined,
+              })),
+              [prop('signingOrder'), 'asc'],
+              [prop('id'), 'asc'],
+            )
+          : defaultRecipients,
+      signingOrder: envelope.documentMeta.signingOrder,
+      allowDictateNextSigner: envelope.documentMeta.allowDictateNextSigner,
+    },
+  });
+
+  // Always show advanced settings if any recipient has auth options.
+  const alwaysShowAdvancedSettings = useMemo(() => {
+    const recipientHasAuthOptions = recipients.find((recipient) => {
+      const recipientAuthOptions = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+      return (
+        recipientAuthOptions.accessAuth.length > 0 || recipientAuthOptions.actionAuth.length > 0
+      );
+    });
+
+    const formHasActionAuth = form
+      .getValues('signers')
+      .find((signer) => signer.actionAuth.length > 0);
+
+    return recipientHasAuthOptions !== undefined || formHasActionAuth !== undefined;
+  }, [recipients, form]);
+
+  const [showAdvancedSettings, setShowAdvancedSettings] = useState(alwaysShowAdvancedSettings);
+  const [showSigningOrderConfirmation, setShowSigningOrderConfirmation] = useState(false);
+
+  const {
+    setValue,
+    formState: { errors, isSubmitting },
+    control,
+    watch,
+  } = form;
+
+  const formValues = useWatch({
+    control,
+  });
+
+  const watchedSigners = watch('signers');
+  const isSigningOrderSequential = watch('signingOrder') === DocumentSigningOrder.SEQUENTIAL;
+
+  const hasAssistantRole = useMemo(() => {
+    return watchedSigners.some((signer) => signer.role === RecipientRole.ASSISTANT);
+  }, [watchedSigners]);
+
+  const normalizeSigningOrders = (signers: typeof watchedSigners) => {
+    return signers
+      .sort((a, b) => (a.signingOrder ?? 0) - (b.signingOrder ?? 0))
+      .map((signer, index) => ({ ...signer, signingOrder: index + 1 }));
+  };
+
+  const {
+    append: appendSigner,
+    fields: signers,
+    remove: removeSigner,
+  } = useFieldArray({
+    control,
+    name: 'signers',
+    keyName: 'nativeId',
+  });
+
+  const emptySigners = useCallback(
+    () => form.getValues('signers').filter((signer) => signer.email === ''),
+    [form],
+  );
+
+  const emptySignerIndex = watchedSigners.findIndex((signer) => !signer.name && !signer.email);
+  const isUserAlreadyARecipient = watchedSigners.some(
+    (signer) => signer.email.toLowerCase() === user?.email?.toLowerCase(),
+  );
+
+  const hasDocumentBeenSent = recipients.some(
+    (recipient) => recipient.sendStatus === SendStatus.SENT,
+  );
+
+  const canRecipientBeModified = (recipientId?: number) => {
+    if (envelope.type === EnvelopeType.TEMPLATE) {
+      return true;
+    }
+
+    if (recipientId === undefined) {
+      return true;
+    }
+
+    const recipient = recipients.find((recipient) => recipient.id === recipientId);
+
+    if (!recipient) {
+      return false;
+    }
+
+    return utilCanRecipientBeModified(recipient, fields);
+  };
+
+  const onAddSigner = () => {
+    appendSigner({
+      formId: nanoid(12),
+      name: '',
+      email: '',
+      role: RecipientRole.SIGNER,
+      actionAuth: [],
+      signingOrder: signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+    });
+  };
+
+  const onRemoveSigner = (index: number) => {
+    const signer = signers[index];
+
+    if (!canRecipientBeModified(signer.id)) {
+      toast({
+        title: t`Cannot remove signer`,
+        description: t`This signer has already signed the document.`,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
+    const formStateIndex = form.getValues('signers').findIndex((s) => s.formId === signer.formId);
+    if (formStateIndex !== -1) {
+      removeSigner(formStateIndex);
+
+      const updatedSigners = form.getValues('signers').filter((s) => s.formId !== signer.formId);
+
+      form.setValue('signers', normalizeSigningOrders(updatedSigners), {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+    }
+  };
+
+  const onAddSelfSigner = () => {
+    if (emptySignerIndex !== -1) {
+      setValue(`signers.${emptySignerIndex}.name`, user?.name ?? '', {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+      setValue(`signers.${emptySignerIndex}.email`, user?.email ?? '', {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      form.setFocus(`signers.${emptySignerIndex}.email`);
+    } else {
+      appendSigner(
+        {
+          formId: nanoid(12),
+          name: user?.name ?? '',
+          email: user?.email ?? '',
+          role: RecipientRole.SIGNER,
+          actionAuth: [],
+          signingOrder:
+            signers.length > 0 ? (signers[signers.length - 1]?.signingOrder ?? 0) + 1 : 1,
+        },
+        {
+          shouldFocus: true,
+        },
+      );
+
+      void form.trigger('signers');
+    }
+  };
+
+  const handleRecipientAutoCompleteSelect = (
+    index: number,
+    suggestion: RecipientAutoCompleteOption,
+  ) => {
+    setValue(`signers.${index}.email`, suggestion.email);
+    setValue(`signers.${index}.name`, suggestion.name || '');
+  };
+
+  const onDragEnd = useCallback(
+    async (result: DropResult) => {
+      if (!result.destination) return;
+
+      const items = Array.from(watchedSigners);
+      const [reorderedSigner] = items.splice(result.source.index, 1);
+
+      // Find next valid position
+      let insertIndex = result.destination.index;
+      while (insertIndex < items.length && !canRecipientBeModified(items[insertIndex].id)) {
+        insertIndex++;
+      }
+
+      items.splice(insertIndex, 0, reorderedSigner);
+
+      const updatedSigners = items.map((signer, index) => ({
+        ...signer,
+        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : index + 1,
+      }));
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      const lastSigner = updatedSigners[updatedSigners.length - 1];
+      if (lastSigner.role === RecipientRole.ASSISTANT) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+
+      await form.trigger('signers');
+    },
+    [form, canRecipientBeModified, watchedSigners, toast],
+  );
+
+  const handleRoleChange = useCallback(
+    (index: number, role: RecipientRole) => {
+      const currentSigners = form.getValues('signers');
+      const signingOrder = form.getValues('signingOrder');
+
+      // Handle parallel to sequential conversion for assistants
+      if (role === RecipientRole.ASSISTANT && signingOrder === DocumentSigningOrder.PARALLEL) {
+        form.setValue('signingOrder', DocumentSigningOrder.SEQUENTIAL, {
+          shouldValidate: true,
+          shouldDirty: true,
+        });
+        toast({
+          title: t`Signing order is enabled.`,
+          description: t`You cannot add assistants when signing order is disabled.`,
+          variant: 'destructive',
+        });
+        return;
+      }
+
+      const updatedSigners = currentSigners.map((signer, idx) => ({
+        ...signer,
+        role: idx === index ? role : signer.role,
+        signingOrder: !canRecipientBeModified(signer.id) ? signer.signingOrder : idx + 1,
+      }));
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      if (role === RecipientRole.ASSISTANT && index === updatedSigners.length - 1) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+    },
+    [form, toast, canRecipientBeModified],
+  );
+
+  const handleSigningOrderChange = useCallback(
+    (index: number, newOrderString: string) => {
+      const trimmedOrderString = newOrderString.trim();
+      if (!trimmedOrderString) {
+        return;
+      }
+
+      const newOrder = Number(trimmedOrderString);
+      if (!Number.isInteger(newOrder) || newOrder < 1) {
+        return;
+      }
+
+      const currentSigners = form.getValues('signers');
+      const signer = currentSigners[index];
+
+      // Remove signer from current position and insert at new position
+      const remainingSigners = currentSigners.filter((_, idx) => idx !== index);
+      const newPosition = Math.min(Math.max(0, newOrder - 1), currentSigners.length - 1);
+      remainingSigners.splice(newPosition, 0, signer);
+
+      const updatedSigners = remainingSigners.map((s, idx) => ({
+        ...s,
+        signingOrder: !canRecipientBeModified(s.id) ? s.signingOrder : idx + 1,
+      }));
+
+      form.setValue('signers', updatedSigners, {
+        shouldValidate: true,
+        shouldDirty: true,
+      });
+
+      if (signer.role === RecipientRole.ASSISTANT && newPosition === remainingSigners.length - 1) {
+        toast({
+          title: t`Warning: Assistant as last signer`,
+          description: t`Having an assistant as the last signer means they will be unable to take any action as there are no subsequent signers to assist.`,
+        });
+      }
+    },
+    [form, canRecipientBeModified, toast],
+  );
+
+  const handleSigningOrderDisable = useCallback(() => {
+    setShowSigningOrderConfirmation(false);
+
+    const currentSigners = form.getValues('signers');
+    const updatedSigners = currentSigners.map((signer) => ({
+      ...signer,
+      role: signer.role === RecipientRole.ASSISTANT ? RecipientRole.SIGNER : signer.role,
+    }));
+
+    form.setValue('signers', updatedSigners, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+    form.setValue('signingOrder', DocumentSigningOrder.PARALLEL, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+    form.setValue('allowDictateNextSigner', false, {
+      shouldValidate: true,
+      shouldDirty: true,
+    });
+  }, [form]);
+
+  // Dupecode/Inefficient: Done because native isValid won't work for our usecase.
+  useEffect(() => {
+    if (isFirstRender.current) {
+      isFirstRender.current = false;
+      return;
+    }
+
+    const validatedFormValues = ZEnvelopeRecipientsForm.safeParse(formValues);
+
+    if (validatedFormValues.success) {
+      console.log('validatedFormValues', validatedFormValues);
+
+      setRecipientsDebounced(validatedFormValues.data.signers);
+
+      // Todo: Envelopes - Need to save the other data as well
+      // setEnvelope
+    }
+  }, [formValues]);
+
+  return (
+    <Card backdropBlur={false} className="border">
+      <CardHeader className="flex flex-row justify-between">
+        <div>
+          <CardTitle>Recipients</CardTitle>
+          <CardDescription className="mt-1.5">Add recipients to your document</CardDescription>
+        </div>
+
+        <div className="flex flex-row items-center space-x-2">
+          <Button
+            variant="outline"
+            className="flex flex-row items-center"
+            size="sm"
+            disabled={isSubmitting || isUserAlreadyARecipient}
+            onClick={() => onAddSelfSigner()}
+          >
+            <Trans>Add Myself</Trans>
+          </Button>
+
+          <Button
+            variant="outline"
+            type="button"
+            className="flex-1"
+            size="sm"
+            disabled={isSubmitting || signers.length >= remaining.recipients}
+            onClick={() => onAddSigner()}
+          >
+            <PlusIcon className="-ml-1 mr-1 h-5 w-5" />
+            <Trans>Add Signer</Trans>
+          </Button>
+        </div>
+      </CardHeader>
+
+      <CardContent>
+        <AnimateGenericFadeInOut motionKey={showAdvancedSettings ? 'Show' : 'Hide'}>
+          <Form {...form}>
+            <div className="-mt-2 mb-2 space-y-4 rounded-md bg-gray-50/80 p-4">
+              {!alwaysShowAdvancedSettings && organisation.organisationClaim.flags.cfr21 && (
+                <div className="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"
+                    htmlFor="showAdvancedRecipientSettings"
+                  >
+                    <Trans>Show advanced settings</Trans>
+                  </label>
+                </div>
+              )}
+
+              <FormField
+                control={form.control}
+                name="signingOrder"
+                render={({ field }) => (
+                  <FormItem className="flex flex-row items-center space-x-2 space-y-0">
+                    <FormControl>
+                      <Checkbox
+                        {...field}
+                        id="signingOrder"
+                        checked={field.value === DocumentSigningOrder.SEQUENTIAL}
+                        onCheckedChange={(checked) => {
+                          if (!checked && hasAssistantRole) {
+                            setShowSigningOrderConfirmation(true);
+                            return;
+                          }
+
+                          field.onChange(
+                            checked
+                              ? DocumentSigningOrder.SEQUENTIAL
+                              : DocumentSigningOrder.PARALLEL,
+                          );
+
+                          // If sequential signing is turned off, disable dictate next signer
+                          if (!checked) {
+                            form.setValue('allowDictateNextSigner', false, {
+                              shouldValidate: true,
+                              shouldDirty: true,
+                            });
+                          }
+                        }}
+                        disabled={
+                          isSubmitting || hasDocumentBeenSent || emptySigners().length !== 0
+                        }
+                      />
+                    </FormControl>
+
+                    <div className="flex items-center text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70">
+                      <FormLabel
+                        htmlFor="signingOrder"
+                        className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+                      >
+                        <Trans>Enable signing order</Trans>
+                      </FormLabel>
+
+                      <Tooltip>
+                        <TooltipTrigger asChild>
+                          <span className="text-muted-foreground ml-1 cursor-help">
+                            <HelpCircleIcon className="h-3.5 w-3.5" />
+                          </span>
+                        </TooltipTrigger>
+                        <TooltipContent className="max-w-80 p-4">
+                          <p>
+                            <Trans>Add 2 or more signers to enable signing order.</Trans>
+                          </p>
+                        </TooltipContent>
+                      </Tooltip>
+                    </div>
+                  </FormItem>
+                )}
+              />
+
+              {isSigningOrderSequential && (
+                <FormField
+                  control={form.control}
+                  name="allowDictateNextSigner"
+                  render={({ field: { value, ...field } }) => (
+                    <FormItem className="flex flex-row items-center space-x-2 space-y-0">
+                      <FormControl>
+                        <Checkbox
+                          {...field}
+                          id="allowDictateNextSigner"
+                          checked={value}
+                          onCheckedChange={(checked) => {
+                            field.onChange(checked);
+                          }}
+                          disabled={
+                            isSubmitting || hasDocumentBeenSent || !isSigningOrderSequential
+                          }
+                        />
+                      </FormControl>
+
+                      <div className="flex items-center text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70">
+                        <FormLabel
+                          htmlFor="allowDictateNextSigner"
+                          className="text-sm leading-none peer-disabled:cursor-not-allowed peer-disabled:opacity-70"
+                        >
+                          <Trans>Allow signers to dictate next signer</Trans>
+                        </FormLabel>
+
+                        <Tooltip>
+                          <TooltipTrigger asChild>
+                            <span className="text-muted-foreground ml-1 cursor-help">
+                              <HelpCircleIcon className="h-3.5 w-3.5" />
+                            </span>
+                          </TooltipTrigger>
+                          <TooltipContent className="max-w-80 p-4">
+                            <p>
+                              <Trans>
+                                When enabled, signers can choose who should sign next in the
+                                sequence instead of following the predefined order.
+                              </Trans>
+                            </p>
+                          </TooltipContent>
+                        </Tooltip>
+                      </div>
+                    </FormItem>
+                  )}
+                />
+              )}
+            </div>
+
+            <DragDropContext
+              onDragEnd={onDragEnd}
+              sensors={[
+                (api: SensorAPI) => {
+                  $sensorApi.current = api;
+                },
+              ]}
+            >
+              <Droppable droppableId="signers">
+                {(provided) => (
+                  <div
+                    {...provided.droppableProps}
+                    ref={provided.innerRef}
+                    className="flex w-full flex-col gap-y-2"
+                  >
+                    {signers.map((signer, index) => (
+                      <Draggable
+                        key={`${signer.id}-${signer.signingOrder}`}
+                        draggableId={signer['nativeId']}
+                        index={index}
+                        isDragDisabled={
+                          !isSigningOrderSequential ||
+                          isSubmitting ||
+                          !canRecipientBeModified(signer.id) ||
+                          !signer.signingOrder
+                        }
+                      >
+                        {(provided, snapshot) => (
+                          <div
+                            ref={provided.innerRef}
+                            {...provided.draggableProps}
+                            {...provided.dragHandleProps}
+                            className={cn('py-1', {
+                              'bg-widget-foreground pointer-events-none rounded-md pt-2':
+                                snapshot.isDragging,
+                            })}
+                          >
+                            <motion.fieldset
+                              data-native-id={signer.id}
+                              disabled={isSubmitting || !canRecipientBeModified(signer.id)}
+                              className={cn('grid grid-cols-10 items-end gap-2 pb-2', {
+                                'border-b pt-2': showAdvancedSettings,
+                                'grid-cols-12 pr-3': isSigningOrderSequential,
+                              })}
+                            >
+                              {isSigningOrderSequential && (
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${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 && (
+                                  <FormField
+                                    control={form.control}
+                                    name={`signers.${index}.actionAuth`}
+                                    render={({ field }) => (
+                                      <FormItem
+                                        className={cn('col-span-8', {
+                                          'mb-6':
+                                            form.formState.errors.signers?.[index] &&
+                                            !form.formState.errors.signers[index]?.actionAuth,
+                                          'col-span-10': isSigningOrderSequential,
+                                        })}
+                                      >
+                                        <FormControl>
+                                          <RecipientActionAuthSelect
+                                            {...field}
+                                            onValueChange={field.onChange}
+                                            disabled={
+                                              snapshot.isDragging ||
+                                              isSubmitting ||
+                                              !canRecipientBeModified(signer.id)
+                                            }
+                                          />
+                                        </FormControl>
+
+                                        <FormMessage />
+                                      </FormItem>
+                                    )}
+                                  />
+                                )}
+
+                              <div className="col-span-2 flex gap-x-2">
+                                <FormField
+                                  control={form.control}
+                                  name={`signers.${index}.role`}
+                                  render={({ field }) => (
+                                    <FormItem
+                                      className={cn('mt-auto', {
+                                        'mb-6':
+                                          form.formState.errors.signers?.[index] &&
+                                          !form.formState.errors.signers[index]?.role,
+                                      })}
+                                    >
+                                      <FormControl>
+                                        <RecipientRoleSelect
+                                          {...field}
+                                          isAssistantEnabled={isSigningOrderSequential}
+                                          onValueChange={(value) => {
+                                            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+                                            handleRoleChange(index, value as RecipientRole);
+                                          }}
+                                          disabled={
+                                            snapshot.isDragging ||
+                                            isSubmitting ||
+                                            !canRecipientBeModified(signer.id)
+                                          }
+                                        />
+                                      </FormControl>
+
+                                      <FormMessage />
+                                    </FormItem>
+                                  )}
+                                />
+
+                                <button
+                                  type="button"
+                                  className={cn(
+                                    'mt-auto inline-flex h-10 w-10 items-center justify-center hover:opacity-80 disabled:cursor-not-allowed disabled:opacity-50',
+                                    {
+                                      'mb-6': form.formState.errors.signers?.[index],
+                                    },
+                                  )}
+                                  data-testid="remove-signer-button"
+                                  disabled={
+                                    snapshot.isDragging ||
+                                    isSubmitting ||
+                                    !canRecipientBeModified(signer.id) ||
+                                    signers.length === 1
+                                  }
+                                  onClick={() => onRemoveSigner(index)}
+                                >
+                                  <TrashIcon className="h-4 w-4" />
+                                </button>
+                              </div>
+                            </motion.fieldset>
+                          </div>
+                        )}
+                      </Draggable>
+                    ))}
+
+                    {provided.placeholder}
+                  </div>
+                )}
+              </Droppable>
+            </DragDropContext>
+
+            <FormErrorMessage
+              className="mt-2"
+              // Dirty hack to handle errors when .root is populated for an array type
+              error={'signers__root' in errors && errors['signers__root']}
+            />
+          </Form>
+        </AnimateGenericFadeInOut>
+
+        <SigningOrderConfirmation
+          open={showSigningOrderConfirmation}
+          onOpenChange={setShowSigningOrderConfirmation}
+          onConfirm={handleSigningOrderDisable}
+        />
+      </CardContent>
+    </Card>
+  );
+};

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

@@ -0,0 +1,832 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import {
+  DocumentDistributionMethod,
+  DocumentVisibility,
+  EnvelopeType,
+  SendStatus,
+} from '@prisma/client';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { InfoIcon, MailIcon, SettingsIcon, ShieldIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import { z } from 'zod';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import {
+  DOCUMENT_DISTRIBUTION_METHODS,
+  DOCUMENT_SIGNATURE_TYPES,
+} from '@documenso/lib/constants/document';
+import {
+  SUPPORTED_LANGUAGES,
+  SUPPORTED_LANGUAGE_CODES,
+  isValidLanguageCode,
+} from '@documenso/lib/constants/i18n';
+import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
+import { AppError } from '@documenso/lib/errors/app-error';
+import {
+  ZDocumentAccessAuthTypesSchema,
+  ZDocumentActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
+import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
+import {
+  type TDocumentMetaDateFormat,
+  ZDocumentMetaDateFormatSchema,
+  ZDocumentMetaTimezoneSchema,
+} from '@documenso/lib/types/document-meta';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { isValidRedirectUrl } from '@documenso/lib/utils/is-valid-redirect-url';
+import {
+  DocumentSignatureType,
+  canAccessTeamDocument,
+  extractTeamSignatureSettings,
+} from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { DocumentEmailCheckboxes } from '@documenso/ui/components/document/document-email-checkboxes';
+import {
+  DocumentGlobalAuthAccessSelect,
+  DocumentGlobalAuthAccessTooltip,
+} from '@documenso/ui/components/document/document-global-auth-access-select';
+import {
+  DocumentGlobalAuthActionSelect,
+  DocumentGlobalAuthActionTooltip,
+} from '@documenso/ui/components/document/document-global-auth-action-select';
+import { DocumentSendEmailMessageHelper } from '@documenso/ui/components/document/document-send-email-message-helper';
+import { DocumentSignatureSettingsTooltip } from '@documenso/ui/components/document/document-signature-settings-tooltip';
+import {
+  DocumentVisibilitySelect,
+  DocumentVisibilityTooltip,
+} from '@documenso/ui/components/document/document-visibility-select';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import { CardDescription, CardHeader, CardTitle } from '@documenso/ui/primitives/card';
+import { Combobox } from '@documenso/ui/primitives/combobox';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export const ZAddSettingsFormSchema = z.object({
+  externalId: z.string().optional(),
+  visibility: z.nativeEnum(DocumentVisibility).optional(),
+  globalAccessAuth: z
+    .array(z.union([ZDocumentAccessAuthTypesSchema, z.literal('-1')]))
+    .transform((val) => (val.length === 1 && val[0] === '-1' ? [] : val))
+    .optional()
+    .default([]),
+  globalActionAuth: z.array(ZDocumentActionAuthTypesSchema).optional().default([]),
+  meta: z.object({
+    subject: z.string(),
+    message: z.string(),
+    timezone: ZDocumentMetaTimezoneSchema.default(DEFAULT_DOCUMENT_TIME_ZONE),
+    dateFormat: ZDocumentMetaDateFormatSchema.default(DEFAULT_DOCUMENT_DATE_FORMAT),
+    distributionMethod: z
+      .nativeEnum(DocumentDistributionMethod)
+      .optional()
+      .default(DocumentDistributionMethod.EMAIL),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || isValidRedirectUrl(value), {
+        message:
+          'Please enter a valid URL, make sure you include http:// or https:// part of the url.',
+      }),
+    language: z
+      .union([z.string(), z.enum(SUPPORTED_LANGUAGE_CODES)])
+      .optional()
+      .default('en'),
+    emailId: z.string().nullable(),
+    emailReplyTo: z.preprocess(
+      (val) => (val === '' ? undefined : val),
+      z.string().email().optional(),
+    ),
+    emailSettings: ZDocumentEmailSettingsSchema,
+    signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
+      message: msg`At least one signature type must be enabled`.id,
+    }),
+  }),
+});
+
+type EnvelopeEditorSettingsTabType = 'general' | 'email' | 'security';
+
+const tabs = [
+  {
+    id: 'general',
+    title: msg`General`,
+    icon: SettingsIcon,
+    description: msg`Configure document settings and options before sending.`,
+  },
+  {
+    id: 'email',
+    title: msg`Email`,
+    icon: MailIcon,
+    description: msg`Configure email settings for the document`,
+  },
+  {
+    id: 'security',
+    title: msg`Security`,
+    icon: ShieldIcon,
+    description: msg`Configure security settings for the document`,
+  },
+] as const;
+
+type TAddSettingsFormSchema = z.infer<typeof ZAddSettingsFormSchema>;
+
+type EnvelopeEditorSettingsDialogProps = {
+  trigger?: React.ReactNode;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+export const EnvelopeEditorSettingsDialog = ({
+  trigger,
+  ...props
+}: EnvelopeEditorSettingsDialogProps) => {
+  const { t, i18n } = useLingui();
+  const { toast } = useToast();
+
+  const { envelope } = useCurrentEnvelopeEditor();
+
+  const team = useCurrentTeam();
+  const organisation = useCurrentOrganisation();
+
+  const [open, setOpen] = useState(false);
+  const [activeTab, setActiveTab] = useState<EnvelopeEditorSettingsTabType>('general');
+
+  const { documentAuthOption } = extractDocumentAuthMethods({
+    documentAuth: envelope.authOptions,
+  });
+
+  const form = useForm<TAddSettingsFormSchema>({
+    resolver: zodResolver(ZAddSettingsFormSchema),
+    defaultValues: {
+      externalId: envelope.externalId || '', // Todo: String or undefined?
+      visibility: envelope.visibility || '',
+      globalAccessAuth: documentAuthOption?.globalAccessAuth || [],
+      globalActionAuth: documentAuthOption?.globalActionAuth || [],
+
+      meta: {
+        subject: envelope.documentMeta.subject ?? '',
+        message: envelope.documentMeta.message ?? '',
+        timezone: envelope.documentMeta.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE,
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        dateFormat: (envelope.documentMeta.dateFormat ??
+          DEFAULT_DOCUMENT_DATE_FORMAT) as TDocumentMetaDateFormat,
+        distributionMethod:
+          envelope.documentMeta.distributionMethod || DocumentDistributionMethod.EMAIL,
+        redirectUrl: envelope.documentMeta.redirectUrl ?? '',
+        language: envelope.documentMeta.language ?? 'en',
+        emailId: envelope.documentMeta.emailId ?? null,
+        emailReplyTo: envelope.documentMeta.emailReplyTo ?? undefined,
+        emailSettings: ZDocumentEmailSettingsSchema.parse(envelope.documentMeta.emailSettings),
+        signatureTypes: extractTeamSignatureSettings(envelope.documentMeta),
+      },
+    },
+  });
+
+  const { mutateAsync: updateEnvelope } = trpc.envelope.update.useMutation();
+
+  // Todo: Envelopes - Extract into provider.
+  const envelopeHasBeenSent =
+    envelope.type === EnvelopeType.DOCUMENT &&
+    envelope.recipients.some((recipient) => recipient.sendStatus === SendStatus.SENT);
+
+  const emailSettings = form.watch('meta.emailSettings');
+
+  const { data: emailData, isLoading: isLoadingEmails } =
+    trpc.enterprise.organisation.email.find.useQuery({
+      organisationId: organisation.id,
+      perPage: 100,
+    });
+
+  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) => {
+    const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
+
+    const parsedGlobalAccessAuth = z
+      .array(ZDocumentAccessAuthTypesSchema)
+      .safeParse(data.globalAccessAuth);
+
+    try {
+      await updateEnvelope({
+        envelopeId: envelope.id,
+        envelopeType: envelope.type,
+        data: {
+          externalId: data.externalId || null,
+          visibility: data.visibility,
+          globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
+          globalActionAuth: data.globalActionAuth ?? [],
+        },
+        meta: {
+          timezone,
+          dateFormat,
+          redirectUrl,
+          language: isValidLanguageCode(language) ? language : undefined,
+          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
+        },
+      });
+
+      setOpen(false);
+
+      toast({
+        title: t`Success`,
+        description: t`Envelope updated`,
+        duration: 5000,
+      });
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      console.error(error);
+
+      toast({
+        title: t`An unknown error occurred`,
+        description: t`We encountered an unknown error while attempting to update the envelope. Please try again later.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (
+      !form.formState.touchedFields.meta?.timezone &&
+      !envelopeHasBeenSent &&
+      !envelope.documentMeta.timezone
+    ) {
+      form.setValue('meta.timezone', Intl.DateTimeFormat().resolvedOptions().timeZone);
+    }
+  }, [
+    envelopeHasBeenSent,
+    form,
+    form.setValue,
+    form.formState.touchedFields.meta?.timezone,
+    envelope.documentMeta.timezone,
+  ]);
+
+  useEffect(() => {
+    form.reset();
+    setActiveTab('general');
+  }, [open, form]);
+
+  // Todo: Envelopes - Show error indicator if error is in different tab.
+
+  const selectedTab = tabs.find((tab) => tab.id === activeTab);
+
+  if (!selectedTab) {
+    return null;
+  }
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
+        {trigger ?? (
+          <Button className="flex-shrink-0" variant="secondary">
+            <Trans>Settings</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <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">
+          <DialogHeader className="p-6 pb-4">
+            <DialogTitle>Document Settings</DialogTitle>
+          </DialogHeader>
+
+          <nav className="col-span-12 mb-8 flex flex-wrap items-center justify-start gap-x-2 gap-y-4 px-4 md:col-span-3 md:w-full md:flex-col md:items-start md:gap-y-2">
+            {tabs.map((tab) => (
+              <Button
+                key={tab.id}
+                onClick={() => setActiveTab(tab.id)}
+                variant="ghost"
+                className={cn('w-full justify-start', {
+                  'bg-secondary': activeTab === tab.id,
+                })}
+              >
+                <tab.icon className="mr-2 h-5 w-5" />
+                {t(tab.title)}
+              </Button>
+            ))}
+          </nav>
+        </div>
+
+        {/* Content. */}
+        <div className="flex w-full flex-col">
+          <CardHeader className="border-b pb-4">
+            <CardTitle>{t(selectedTab?.title ?? '')}</CardTitle>
+            <CardDescription>{t(selectedTab?.description ?? '')}</CardDescription>
+          </CardHeader>
+
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onFormSubmit)}>
+              <fieldset
+                className="flex min-h-[45rem] w-full flex-col space-y-6 px-6 pt-6"
+                disabled={form.formState.isSubmitting}
+                key={activeTab}
+              >
+                {match(activeTab)
+                  .with('general', () => (
+                    <>
+                      <FormField
+                        control={form.control}
+                        name="meta.language"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="inline-flex items-center">
+                              <Trans>Language</Trans>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+                                  <Trans>
+                                    Controls the language for the document, including the language
+                                    to be used for email notifications, and the final certificate
+                                    that is generated and attached to the document.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Select
+                                value={field.value}
+                                disabled={field.disabled}
+                                onValueChange={field.onChange}
+                              >
+                                <SelectTrigger className="bg-background">
+                                  <SelectValue />
+                                </SelectTrigger>
+
+                                <SelectContent>
+                                  {Object.entries(SUPPORTED_LANGUAGES).map(([code, language]) => (
+                                    <SelectItem key={code} value={code}>
+                                      {language.full}
+                                    </SelectItem>
+                                  ))}
+                                </SelectContent>
+                              </Select>
+                            </FormControl>
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.signatureTypes"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Allowed Signature Types</Trans>
+                              <DocumentSignatureSettingsTooltip />
+                            </FormLabel>
+
+                            <FormControl>
+                              <MultiSelectCombobox
+                                options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
+                                  label: t(option.label),
+                                  value: option.value,
+                                }))}
+                                selectedValues={field.value}
+                                onChange={field.onChange}
+                                className="bg-background w-full"
+                                emptySelectionPlaceholder="Select signature types"
+                              />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.dateFormat"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Date Format</Trans>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Select
+                                value={field.value}
+                                onValueChange={field.onChange}
+                                disabled={envelopeHasBeenSent}
+                              >
+                                <SelectTrigger className="bg-background">
+                                  <SelectValue />
+                                </SelectTrigger>
+
+                                <SelectContent>
+                                  {DATE_FORMATS.map((format) => (
+                                    <SelectItem key={format.key} value={format.value}>
+                                      {format.label}
+                                    </SelectItem>
+                                  ))}
+                                </SelectContent>
+                              </Select>
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.timezone"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Time Zone</Trans>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Combobox
+                                className="bg-background"
+                                options={TIME_ZONES}
+                                value={field.value}
+                                onChange={(value) => value && field.onChange(value)}
+                                disabled={envelopeHasBeenSent}
+                              />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="externalId"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>External ID</Trans>{' '}
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-muted-foreground max-w-xs">
+                                  <Trans>
+                                    Add an external ID to the document. This can be used to identify
+                                    the document in external systems.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input className="bg-background" {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="meta.redirectUrl"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Redirect URL</Trans>{' '}
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-muted-foreground max-w-xs">
+                                  <Trans>
+                                    Add a URL to redirect the user to once the document is signed
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input className="bg-background" {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+                      <FormField
+                        control={form.control}
+                        name="meta.distributionMethod"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Document Distribution Method</Trans>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+
+                                <TooltipContent className="text-foreground max-w-md space-y-2 p-4">
+                                  <h2>
+                                    <strong>
+                                      <Trans>Document Distribution Method</Trans>
+                                    </strong>
+                                  </h2>
+
+                                  <p>
+                                    <Trans>
+                                      This is how the document will reach the recipients once the
+                                      document is ready for signing.
+                                    </Trans>
+                                  </p>
+
+                                  <ul className="ml-3.5 list-outside list-disc space-y-0.5 py-2">
+                                    <li>
+                                      <Trans>
+                                        <strong>Email</strong> - The recipient will be emailed the
+                                        document to sign, approve, etc.
+                                      </Trans>
+                                    </li>
+                                    <li>
+                                      <Trans>
+                                        <strong>None</strong> - We will generate links which you can
+                                        send to the recipients manually.
+                                      </Trans>
+                                    </li>
+                                  </ul>
+
+                                  <Trans>
+                                    <strong>Note</strong> - If you use Links in combination with
+                                    direct templates, you will need to manually send the links to
+                                    the remaining recipients.
+                                  </Trans>
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Select {...field} onValueChange={field.onChange}>
+                                <SelectTrigger className="bg-background text-muted-foreground">
+                                  <SelectValue data-testid="documentDistributionMethodSelectValue" />
+                                </SelectTrigger>
+
+                                <SelectContent position="popper">
+                                  {Object.values(DOCUMENT_DISTRIBUTION_METHODS).map(
+                                    ({ value, description }) => (
+                                      <SelectItem key={value} value={value}>
+                                        {i18n._(description)}
+                                      </SelectItem>
+                                    ),
+                                  )}
+                                </SelectContent>
+                              </Select>
+                            </FormControl>
+                          </FormItem>
+                        )}
+                      />
+                    </>
+                  ))
+                  .with('email', () => (
+                    <>
+                      {organisation.organisationClaim.flags.emailDomains && (
+                        <FormField
+                          control={form.control}
+                          name="meta.emailId"
+                          render={({ field }) => (
+                            <FormItem>
+                              <FormLabel>
+                                <Trans>Email Sender</Trans>
+                              </FormLabel>
+
+                              <FormControl>
+                                <Select
+                                  {...field}
+                                  value={field.value === null ? '-1' : field.value}
+                                  onValueChange={(value) =>
+                                    field.onChange(value === '-1' ? null : value)
+                                  }
+                                >
+                                  <SelectTrigger
+                                    loading={isLoadingEmails}
+                                    className="bg-background"
+                                  >
+                                    <SelectValue />
+                                  </SelectTrigger>
+
+                                  <SelectContent>
+                                    {emails.map((email) => (
+                                      <SelectItem key={email.id} value={email.id}>
+                                        {email.email}
+                                      </SelectItem>
+                                    ))}
+
+                                    <SelectItem value={'-1'}>Documenso</SelectItem>
+                                  </SelectContent>
+                                </Select>
+                              </FormControl>
+
+                              <FormMessage />
+                            </FormItem>
+                          )}
+                        />
+                      )}
+
+                      <FormField
+                        control={form.control}
+                        name="meta.emailReplyTo"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>Reply To Email</Trans>{' '}
+                              <span className="text-muted-foreground">(Optional)</span>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="meta.subject"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel>
+                              <Trans>
+                                Subject <span className="text-muted-foreground">(Optional)</span>
+                              </Trans>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Input {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="meta.message"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Message</Trans>{' '}
+                              <span className="text-muted-foreground">(Optional)</span>
+                              <Tooltip>
+                                <TooltipTrigger>
+                                  <InfoIcon className="mx-2 h-4 w-4" />
+                                </TooltipTrigger>
+                                <TooltipContent className="text-muted-foreground p-4">
+                                  <DocumentSendEmailMessageHelper />
+                                </TooltipContent>
+                              </Tooltip>
+                            </FormLabel>
+
+                            <FormControl>
+                              <Textarea className="bg-background h-16 resize-none" {...field} />
+                            </FormControl>
+
+                            <FormMessage />
+                          </FormItem>
+                        )}
+                      />
+
+                      <DocumentEmailCheckboxes
+                        value={emailSettings}
+                        onChange={(value) => form.setValue('meta.emailSettings', value)}
+                      />
+                    </>
+                  ))
+                  .with('security', () => (
+                    <>
+                      {organisation.organisationClaim.flags.cfr21 && (
+                        <FormField
+                          control={form.control}
+                          name="globalActionAuth"
+                          render={({ field }) => (
+                            <FormItem>
+                              <FormLabel className="flex flex-row items-center">
+                                <Trans>Recipient action authentication</Trans>
+                                <DocumentGlobalAuthActionTooltip />
+                              </FormLabel>
+
+                              <FormControl>
+                                <DocumentGlobalAuthActionSelect
+                                  value={field.value}
+                                  disabled={field.disabled}
+                                  onValueChange={field.onChange}
+                                />
+                              </FormControl>
+                            </FormItem>
+                          )}
+                        />
+                      )}
+
+                      <FormField
+                        control={form.control}
+                        name="globalAccessAuth"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Document access</Trans>
+                              <DocumentGlobalAuthAccessTooltip />
+                            </FormLabel>
+
+                            <FormControl>
+                              <DocumentGlobalAuthAccessSelect
+                                value={field.value}
+                                disabled={field.disabled}
+                                onValueChange={field.onChange}
+                              />
+                            </FormControl>
+                          </FormItem>
+                        )}
+                      />
+
+                      <FormField
+                        control={form.control}
+                        name="visibility"
+                        render={({ field }) => (
+                          <FormItem>
+                            <FormLabel className="flex flex-row items-center">
+                              <Trans>Document visibility</Trans>
+                              <DocumentVisibilityTooltip />
+                            </FormLabel>
+
+                            <FormControl>
+                              <DocumentVisibilitySelect
+                                canUpdateVisibility={canUpdateVisibility}
+                                currentTeamMemberRole={team.currentTeamRole}
+                                {...field}
+                                onValueChange={field.onChange}
+                              />
+                            </FormControl>
+                          </FormItem>
+                        )}
+                      />
+                    </>
+                  ))
+                  .exhaustive()}
+              </fieldset>
+
+              <div className="flex flex-row justify-end gap-4 p-6">
+                <DialogClose asChild>
+                  <Button variant="secondary" disabled={form.formState.isSubmitting}>
+                    <Trans>Cancel</Trans>
+                  </Button>
+                </DialogClose>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  <Trans>Update</Trans>
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,85 @@
+import { useEffect, useRef, useState } from 'react';
+
+import { ZDocumentTitleSchema } from '@documenso/trpc/server/document-router/schema';
+import { cn } from '@documenso/ui/lib/utils';
+
+export type EnvelopeItemTitleInputProps = {
+  value: string;
+  onChange: (value: string) => void;
+  className?: string;
+  placeholder?: string;
+  disabled?: boolean;
+};
+
+export const EnvelopeItemTitleInput = ({
+  value,
+  onChange,
+  className,
+  placeholder,
+  disabled,
+}: EnvelopeItemTitleInputProps) => {
+  const [envelopeItemTitle, setEnvelopeItemTitle] = useState(value);
+  const [isError, setIsError] = useState(false);
+
+  const [inputWidth, setInputWidth] = useState(200);
+  const inputRef = useRef<HTMLInputElement>(null);
+  const measureRef = useRef<HTMLSpanElement>(null);
+
+  // Update input width based on content
+  useEffect(() => {
+    if (measureRef.current) {
+      const width = measureRef.current.offsetWidth;
+      setInputWidth(Math.max(width + 16, 100)); // Add padding and minimum width
+    }
+  }, [envelopeItemTitle]);
+
+  const handleTitleChange = (title: string) => {
+    if (title === '') {
+      setIsError(true);
+    }
+
+    setEnvelopeItemTitle(title);
+
+    const parsedTitle = ZDocumentTitleSchema.safeParse(title);
+
+    if (!parsedTitle.success) {
+      setIsError(true);
+      return;
+    }
+
+    setIsError(false);
+
+    onChange(parsedTitle.data);
+  };
+
+  return (
+    <div className="relative">
+      {/* Hidden span to measure text width */}
+      <span
+        ref={measureRef}
+        className="pointer-events-none absolute left-0 top-0 whitespace-nowrap text-sm font-medium text-gray-600 opacity-0"
+        style={{ font: 'inherit' }}
+      >
+        {envelopeItemTitle || placeholder}
+      </span>
+      <input
+        data-1p-ignore
+        autoComplete="off"
+        ref={inputRef}
+        type="text"
+        value={envelopeItemTitle}
+        onChange={(e) => handleTitleChange(e.target.value)}
+        disabled={disabled}
+        style={{ width: `${inputWidth}px` }}
+        className={cn(
+          'text-foreground hover:outline-muted-foreground focus:outline-muted-foreground rounded-sm border-0 bg-transparent p-1 text-sm font-medium outline-none hover:outline hover:outline-1 focus:outline focus:outline-1',
+          className,
+          {
+            'outline-red-500': isError,
+          },
+        )}
+        placeholder={placeholder}
+      />
+    </div>
+  );
+};

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

@@ -0,0 +1,356 @@
+import { useEffect, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { motion } from 'framer-motion';
+import {
+  ArrowLeftIcon,
+  CopyPlusIcon,
+  DownloadCloudIcon,
+  EyeIcon,
+  LinkIcon,
+  MousePointer,
+  SendIcon,
+  SettingsIcon,
+  Trash2Icon,
+  Upload,
+} from 'lucide-react';
+import { useNavigate, useSearchParams } from 'react-router';
+import { Link } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
+import {
+  mapSecondaryIdToDocumentId,
+  mapSecondaryIdToTemplateId,
+} from '@documenso/lib/utils/envelope';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { Button } from '@documenso/ui/primitives/button';
+import { Separator } from '@documenso/ui/primitives/separator';
+import { SpinnerBox } from '@documenso/ui/primitives/spinner';
+
+import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
+import { EnvelopeDistributeDialog } from '~/components/dialogs/envelope-distribute-dialog';
+import { EnvelopeDuplicateDialog } from '~/components/dialogs/envelope-duplicate-dialog';
+import { EnvelopeRedistributeDialog } from '~/components/dialogs/envelope-redistribute-dialog';
+import { TemplateDeleteDialog } from '~/components/dialogs/template-delete-dialog';
+import { TemplateDirectLinkDialog } from '~/components/dialogs/template-direct-link-dialog';
+import { EnvelopeEditorSettingsDialog } from '~/components/general/envelope-editor/envelope-editor-settings-dialog';
+import { useCurrentTeam } from '~/providers/team';
+
+import EnvelopeEditorHeader from './envelope-editor-header';
+import { EnvelopeEditorPageFields } from './envelope-editor-page-fields';
+import { EnvelopeEditorPagePreview } from './envelope-editor-page-preview';
+import { EnvelopeEditorPageUpload } from './envelope-editor-page-upload';
+
+type EnvelopeEditorStep = 'upload' | 'addFields' | 'preview';
+
+const envelopeEditorSteps = [
+  {
+    id: 'upload',
+    order: 1,
+    title: msg`Document & Recipients`,
+    icon: Upload,
+    description: msg`Upload documents and add recipients`,
+  },
+  {
+    id: 'addFields',
+    order: 2,
+    title: msg`Add Fields`,
+    icon: MousePointer,
+    description: msg`Place and configure form fields in the document`,
+  },
+  {
+    id: 'preview',
+    order: 3,
+    title: msg`Preview`,
+    icon: EyeIcon,
+    description: msg`Preview the document before sending`,
+  },
+];
+
+export default function EnvelopeEditor() {
+  const { t } = useLingui();
+
+  const navigate = useNavigate();
+  const team = useCurrentTeam();
+
+  const { envelope, isDocument, isTemplate, isAutosaving, flushAutosave } =
+    useCurrentEnvelopeEditor();
+
+  const [searchParams, setSearchParams] = useSearchParams();
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isStepLoading, setIsStepLoading] = useState(false);
+
+  const [currentStep, setCurrentStep] = useState<EnvelopeEditorStep>(() => {
+    const searchParamStep = searchParams.get('step') as EnvelopeEditorStep | undefined;
+
+    // Empty URL param equals upload, otherwise use the step URL param
+    if (!searchParamStep) {
+      return 'upload';
+    }
+
+    const validSteps: EnvelopeEditorStep[] = ['upload', 'addFields', 'preview'];
+
+    if (validSteps.includes(searchParamStep)) {
+      return searchParamStep;
+    }
+
+    return 'upload';
+  });
+
+  const documentsPath = formatDocumentsPath(team.url);
+  const templatesPath = formatTemplatesPath(team.url);
+
+  const navigateToStep = (step: EnvelopeEditorStep) => {
+    setCurrentStep(step);
+
+    flushAutosave();
+
+    if (!isStepLoading && isAutosaving) {
+      setIsStepLoading(true);
+    }
+
+    // Update URL params: empty for upload, otherwise set the step
+    if (step === 'upload') {
+      setSearchParams((prev) => {
+        const newParams = new URLSearchParams(prev);
+        newParams.delete('step');
+        return newParams;
+      });
+    } else {
+      setSearchParams((prev) => {
+        const newParams = new URLSearchParams(prev);
+        newParams.set('step', step);
+        return newParams;
+      });
+    }
+  };
+
+  useEffect(() => {
+    if (!isAutosaving) {
+      setIsStepLoading(false);
+    }
+  }, [isAutosaving]);
+
+  const currentStepData =
+    envelopeEditorSteps.find((step) => step.id === currentStep) || envelopeEditorSteps[0];
+
+  return (
+    <div className="h-screen w-screen bg-gray-50">
+      <EnvelopeEditorHeader />
+
+      {/* Main Content Area */}
+      <div className="flex h-[calc(100vh-73px)] w-screen">
+        {/* Left Section - Step Navigation */}
+        <div className="flex w-80 flex-shrink-0 flex-col overflow-y-auto border-r border-gray-200 bg-white py-4">
+          {/* Left section step selector. */}
+          <div className="px-4">
+            <h3 className="flex items-end justify-between text-sm font-semibold text-gray-900">
+              {isDocument ? <Trans>Document Editor</Trans> : <Trans>Template Editor</Trans>}
+
+              <span className="text-muted-foreground ml-2 rounded border bg-gray-50 px-2 py-0.5 text-xs">
+                Step {currentStepData.order}/{envelopeEditorSteps.length}
+              </span>
+            </h3>
+
+            <div className="bg-muted relative my-4 h-[4px] rounded-md">
+              <motion.div
+                layout="size"
+                layoutId="document-flow-container-step"
+                className="bg-documenso absolute inset-y-0 left-0"
+                style={{
+                  width: `${(100 / envelopeEditorSteps.length) * (currentStepData.order ?? 0)}%`,
+                }}
+              />
+            </div>
+
+            <div className="space-y-3">
+              {envelopeEditorSteps.map((step) => {
+                const Icon = step.icon;
+                const isActive = currentStep === step.id;
+
+                return (
+                  <div
+                    key={step.id}
+                    className={`cursor-pointer rounded-lg p-3 transition-colors ${
+                      isActive
+                        ? 'border border-green-200 bg-green-50'
+                        : 'border border-gray-200 hover:bg-gray-50'
+                    }`}
+                    onClick={() => navigateToStep(step.id as EnvelopeEditorStep)}
+                  >
+                    <div className="flex items-center space-x-3">
+                      <div
+                        className={`rounded border p-2 ${
+                          isActive ? 'border-green-200 bg-green-50' : 'border-gray-100 bg-gray-100'
+                        }`}
+                      >
+                        <Icon
+                          className={`h-4 w-4 ${isActive ? 'text-green-600' : 'text-gray-600'}`}
+                        />
+                      </div>
+                      <div>
+                        <div
+                          className={`text-sm font-medium ${
+                            isActive ? 'text-green-900' : 'text-gray-700'
+                          }`}
+                        >
+                          {t(step.title)}
+                        </div>
+                        <div className="text-xs text-gray-500">{t(step.description)}</div>
+                      </div>
+                    </div>
+                  </div>
+                );
+              })}
+            </div>
+          </div>
+
+          <Separator className="my-6" />
+
+          {/* Quick Actions. */}
+          <div className="space-y-3 px-4">
+            <h4 className="text-sm font-semibold text-gray-900">
+              <Trans>Quick Actions</Trans>
+            </h4>
+            {isDocument && (
+              <EnvelopeDistributeDialog
+                envelope={envelope}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Send Document</Trans>
+                  </Button>
+                }
+              />
+            )}
+
+            {isDocument && (
+              <EnvelopeRedistributeDialog
+                envelope={envelope}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <SendIcon className="mr-2 h-4 w-4" />
+                    <Trans>Resend Document</Trans>
+                  </Button>
+                }
+              />
+            )}
+
+            <EnvelopeEditorSettingsDialog
+              trigger={
+                <Button variant="ghost" size="sm" className="w-full justify-start">
+                  <SettingsIcon className="mr-2 h-4 w-4" />
+                  {isDocument ? <Trans>Document Settings</Trans> : <Trans>Template Settings</Trans>}
+                </Button>
+              }
+            />
+
+            {/* Todo: Envelopes */}
+            {/* <Button variant="ghost" size="sm" className="w-full justify-start">
+              <FileText className="mr-2 h-4 w-4" />
+              Save as Template
+            </Button> */}
+
+            {isTemplate && (
+              <TemplateDirectLinkDialog
+                templateId={mapSecondaryIdToTemplateId(envelope.secondaryId)}
+                directLink={envelope.directLink}
+                recipients={envelope.recipients}
+                trigger={
+                  <Button variant="ghost" size="sm" className="w-full justify-start">
+                    <LinkIcon className="mr-2 h-4 w-4" />
+                    <Trans>Direct Link</Trans>
+                  </Button>
+                }
+              />
+            )}
+
+            <EnvelopeDuplicateDialog
+              envelopeId={envelope.id}
+              envelopeType={envelope.type}
+              trigger={
+                <Button variant="ghost" size="sm" className="w-full justify-start">
+                  <CopyPlusIcon className="mr-2 h-4 w-4" />
+                  {isDocument ? (
+                    <Trans>Duplicate Document</Trans>
+                  ) : (
+                    <Trans>Duplicate Template</Trans>
+                  )}
+                </Button>
+              }
+            />
+
+            {/* Todo: Allow selecting which document to download and/or the original */}
+            <Button variant="ghost" size="sm" className="w-full justify-start">
+              <DownloadCloudIcon className="mr-2 h-4 w-4" />
+              <Trans>Download PDF</Trans>
+            </Button>
+
+            <Button
+              variant="ghost"
+              size="sm"
+              className="w-full justify-start"
+              onClick={() => setDeleteDialogOpen(true)}
+            >
+              <Trash2Icon className="mr-2 h-4 w-4" />
+              {isDocument ? <Trans>Delete Document</Trans> : <Trans>Delete Template</Trans>}
+            </Button>
+          </div>
+
+          {isDocument ? (
+            <DocumentDeleteDialog
+              id={mapSecondaryIdToDocumentId(envelope.secondaryId)}
+              status={envelope.status}
+              documentTitle={envelope.title}
+              canManageDocument={true}
+              open={isDeleteDialogOpen}
+              onOpenChange={setDeleteDialogOpen}
+              onDelete={async () => {
+                await navigate(documentsPath);
+              }}
+            />
+          ) : (
+            <TemplateDeleteDialog
+              id={mapSecondaryIdToTemplateId(envelope.secondaryId)}
+              open={isDeleteDialogOpen}
+              onOpenChange={setDeleteDialogOpen}
+              onDelete={async () => {
+                await navigate(templatesPath);
+              }}
+            />
+          )}
+
+          {/* Footer of left sidebar. */}
+          <div className="mt-auto px-4">
+            <Button variant="ghost" className="w-full justify-start" asChild>
+              <Link to={isDocument ? documentsPath : templatesPath}>
+                <ArrowLeftIcon className="mr-2 h-4 w-4" />
+                {isDocument ? (
+                  <Trans>Return to documents</Trans>
+                ) : (
+                  <Trans>Return to templates</Trans>
+                )}
+              </Link>
+            </Button>
+          </div>
+        </div>
+
+        {/* Main Content - Changes based on current step */}
+        <div className="flex-1 overflow-y-auto">
+          <p>{isAutosaving ? 'Autosaving...' : 'Not autosaving'}</p>
+          <AnimateGenericFadeInOut key={currentStep}>
+            {match({ currentStep, isStepLoading })
+              .with({ isStepLoading: true }, () => <SpinnerBox className="py-32" />)
+              .with({ currentStep: 'upload' }, () => <EnvelopeEditorPageUpload />)
+              .with({ currentStep: 'addFields' }, () => <EnvelopeEditorPageFields />)
+              .with({ currentStep: 'preview' }, () => <EnvelopeEditorPagePreview />)
+              .exhaustive()}
+          </AnimateGenericFadeInOut>
+        </div>
+      </div>
+    </div>
+  );
+}

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

@@ -0,0 +1,87 @@
+import { Plural } from '@lingui/react/macro';
+
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { cn } from '@documenso/ui/lib/utils';
+
+type EnvelopeItemSelectorProps = {
+  number: number;
+  primaryText: React.ReactNode;
+  secondaryText: React.ReactNode;
+  isSelected: boolean;
+  buttonProps: React.ButtonHTMLAttributes<HTMLButtonElement>;
+};
+
+export const EnvelopeItemSelector = ({
+  number,
+  primaryText,
+  secondaryText,
+  isSelected,
+  buttonProps,
+}: EnvelopeItemSelectorProps) => {
+  return (
+    <button
+      className={`flex min-w-0 cursor-pointer items-center space-x-3 rounded-lg border px-4 py-3 transition-colors ${
+        isSelected
+          ? 'border-blue-200 bg-blue-50 text-blue-900'
+          : 'border-gray-200 bg-gray-50 hover:bg-gray-100'
+      }`}
+      {...buttonProps}
+    >
+      <div
+        className={`flex h-6 w-6 items-center justify-center rounded-full text-xs font-medium ${
+          isSelected ? 'bg-blue-100 text-blue-600' : 'bg-gray-200 text-gray-600'
+        }`}
+      >
+        {number}
+      </div>
+      <div className="min-w-0 text-left">
+        <div className="truncate text-sm font-medium">{primaryText}</div>
+        <div className="text-xs text-gray-500">{secondaryText}</div>
+      </div>
+      <div
+        className={cn('h-2 w-2 rounded-full', {
+          'bg-blue-500': isSelected,
+        })}
+      ></div>
+    </button>
+  );
+};
+
+type EnvelopeRendererFileSelectorProps = {
+  fields: { envelopeItemId: string }[];
+  className?: string;
+  secondaryOverride?: React.ReactNode;
+};
+
+export const EnvelopeRendererFileSelector = ({
+  fields,
+  className,
+  secondaryOverride,
+}: EnvelopeRendererFileSelectorProps) => {
+  const { envelopeItems, currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  return (
+    <div className={cn('flex h-fit space-x-2 overflow-x-auto p-4', className)}>
+      {envelopeItems.map((doc, i) => (
+        <EnvelopeItemSelector
+          key={doc.id}
+          number={i + 1}
+          primaryText={doc.title}
+          secondaryText={
+            secondaryOverride ?? (
+              <Plural
+                one="1 Field"
+                other="# Fields"
+                value={fields.filter((field) => field.envelopeItemId === doc.id).length}
+              />
+            )
+          }
+          isSelected={currentEnvelopeItem?.id === doc.id}
+          buttonProps={{
+            onClick: () => setCurrentEnvelopeItem(doc.id),
+          }}
+        />
+      ))}
+    </div>
+  );
+};

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

@@ -0,0 +1,181 @@
+import { useEffect, useMemo, useRef } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import Konva from 'konva';
+import type { Layer } from 'konva/lib/Layer';
+import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
+import { usePageContext } from 'react-pdf';
+
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import type { TEnvelope } from '@documenso/lib/types/envelope';
+import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
+
+export default function EnvelopeGenericPageRenderer() {
+  const pageContext = usePageContext();
+
+  if (!pageContext) {
+    throw new Error('Unable to find Page context.');
+  }
+
+  const { _className, page, rotate, scale } = pageContext;
+
+  if (!page) {
+    throw new Error('Attempted to render page canvas, but no page was specified.');
+  }
+
+  const { t } = useLingui();
+  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
+
+  const canvasElement = useRef<HTMLCanvasElement>(null);
+  const konvaContainer = useRef<HTMLDivElement>(null);
+
+  const stage = useRef<Konva.Stage | null>(null);
+  const pageLayer = useRef<Layer | null>(null);
+
+  const viewport = useMemo(
+    () => page.getViewport({ scale, rotation: rotate }),
+    [page, rotate, scale],
+  );
+
+  const localPageFields = useMemo(
+    () =>
+      fields.filter(
+        (field) =>
+          field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
+      ),
+    [fields, pageContext.pageNumber],
+  );
+
+  // Custom renderer from Konva examples.
+  useEffect(
+    function drawPageOnCanvas() {
+      if (!page) {
+        return;
+      }
+
+      const { current: canvas } = canvasElement;
+      const { current: container } = konvaContainer;
+
+      if (!canvas || !container) {
+        return;
+      }
+
+      const renderContext: RenderParameters = {
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        canvasContext: canvas.getContext('2d', { alpha: false }) as CanvasRenderingContext2D,
+        viewport,
+      };
+
+      const cancellable = page.render(renderContext);
+      const runningTask = cancellable;
+
+      cancellable.promise.catch(() => {
+        // Intentionally empty
+      });
+
+      void cancellable.promise.then(() => {
+        createPageCanvas(container);
+      });
+
+      return () => {
+        runningTask.cancel();
+      };
+    },
+    [page, viewport],
+  );
+
+  const renderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
+    if (!pageLayer.current) {
+      console.error('Layer not loaded yet');
+      return;
+    }
+
+    renderField({
+      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,
+      },
+      pageWidth: viewport.width,
+      pageHeight: viewport.height,
+      // color: getRecipientColorKey(field.recipientId),
+      color: 'purple', // Todo
+      editable: false,
+      mode: 'sign',
+    });
+  };
+
+  /**
+   * Create the initial Konva page canvas and initialize all fields and interactions.
+   */
+  const createPageCanvas = (container: HTMLDivElement) => {
+    stage.current = new Konva.Stage({
+      container,
+      width: viewport.width,
+      height: viewport.height,
+    });
+
+    // Create the main layer for interactive elements.
+    pageLayer.current = new Konva.Layer();
+    stage.current?.add(pageLayer.current);
+
+    // Render the fields.
+    for (const field of localPageFields) {
+      renderFieldOnLayer(field);
+    }
+
+    pageLayer.current.batchDraw();
+  };
+
+  /**
+   * Render fields when they are added or removed from the localFields.
+   */
+  useEffect(() => {
+    if (!pageLayer.current || !stage.current) {
+      return;
+    }
+
+    // If doesn't exist in localFields, destroy it since it's been deleted.
+    pageLayer.current.find('Group').forEach((group) => {
+      if (
+        group.name() === 'field-group' &&
+        !localPageFields.some((field) => field.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);
+    });
+
+    pageLayer.current.batchDraw();
+  }, [localPageFields]);
+
+  if (!currentEnvelopeItem) {
+    return null;
+  }
+
+  return (
+    <div className="relative" key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}>
+      <div className="konva-container absolute inset-0 z-10" ref={konvaContainer}></div>
+
+      <canvas
+        className={`${_className}__canvas z-0`}
+        height={viewport.height}
+        ref={canvasElement}
+        width={viewport.width}
+      />
+    </div>
+  );
+}

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

@@ -0,0 +1,59 @@
+import { useMemo } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { FieldType } from '@prisma/client';
+
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
+
+import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
+
+export default function EnvelopeSignerForm() {
+  const { fullName, signature, setFullName, setSignature, envelope, recipientFields } =
+    useRequiredEnvelopeSigningContext();
+
+  const hasSignatureField = useMemo(() => {
+    return recipientFields.some((field) => field.type === FieldType.SIGNATURE);
+  }, [recipientFields]);
+
+  const isSubmitting = false;
+
+  return (
+    <fieldset disabled={isSubmitting} className="flex flex-1 flex-col gap-4">
+      <div className="flex flex-1 flex-col gap-y-4">
+        <div>
+          <Label htmlFor="full-name">
+            <Trans>Full Name</Trans>
+          </Label>
+
+          <Input
+            type="text"
+            id="full-name"
+            className="bg-background mt-2"
+            value={fullName}
+            onChange={(e) => setFullName(e.target.value.trimStart())}
+          />
+        </div>
+
+        {hasSignatureField && (
+          <div>
+            <Label htmlFor="Signature">
+              <Trans>Signature</Trans>
+            </Label>
+
+            <SignaturePadDialog
+              className="mt-2"
+              disabled={isSubmitting}
+              value={signature ?? ''}
+              onChange={(v) => setSignature(v ?? '')}
+              typedSignatureEnabled={envelope.documentMeta.typedSignatureEnabled}
+              uploadSignatureEnabled={envelope.documentMeta.uploadSignatureEnabled}
+              drawSignatureEnabled={envelope.documentMeta.drawSignatureEnabled}
+            />
+          </div>
+        )}
+      </div>
+    </fieldset>
+  );
+}

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

@@ -0,0 +1,131 @@
+import { Plural, Trans, useLingui } from '@lingui/react/macro';
+import { Link, useNavigate } 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 type { TRecipientAccessAuth } from '@documenso/lib/types/document-auth';
+import { mapSecondaryIdToDocumentId } from '@documenso/lib/utils/envelope';
+import { trpc } from '@documenso/trpc/react';
+import { Badge } from '@documenso/ui/primitives/badge';
+import { Separator } from '@documenso/ui/primitives/separator';
+
+import { BrandingLogo } from '~/components/general/branding-logo';
+
+import { DocumentSigningCompleteDialog } from '../document-signing/document-signing-complete-dialog';
+import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
+
+export const EnvelopeSignerHeader = () => {
+  const { t } = useLingui();
+
+  const navigate = useNavigate();
+  const analytics = useAnalytics();
+
+  const { envelope, setShowPendingFieldTooltip, recipientFieldsRemaining, recipient } =
+    useRequiredEnvelopeSigningContext();
+
+  const { currentEnvelopeItem, setCurrentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const {
+    mutateAsync: completeDocument,
+    isPending,
+    isSuccess,
+  } = trpc.recipient.completeDocumentWithToken.useMutation();
+
+  const handleOnNextFieldClick = () => {
+    const nextField = recipientFieldsRemaining[0];
+
+    if (!nextField) {
+      setShowPendingFieldTooltip(false);
+      return;
+    }
+
+    if (nextField.envelopeItemId !== currentEnvelopeItem?.id) {
+      setCurrentEnvelopeItem(nextField.envelopeItemId);
+    }
+
+    const fieldTooltip = document.querySelector(`#field-tooltip`);
+
+    if (fieldTooltip) {
+      fieldTooltip.scrollIntoView({ behavior: 'smooth', block: 'center' });
+    }
+
+    setShowPendingFieldTooltip(true);
+  };
+
+  const handleOnCompleteClick = async (
+    nextSigner?: { name: string; email: string },
+    accessAuthOptions?: TRecipientAccessAuth,
+  ) => {
+    const payload = {
+      token: recipient.token,
+      documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
+      authOptions: accessAuthOptions,
+      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
+    };
+
+    await completeDocument(payload);
+
+    analytics.capture('App: Recipient has completed signing', {
+      signerId: recipient.id,
+      documentId: envelope.id,
+      timestamp: new Date().toISOString(),
+    });
+
+    if (envelope.documentMeta.redirectUrl) {
+      window.location.href = envelope.documentMeta.redirectUrl;
+    } else {
+      await navigate(`/sign/${recipient.token}/complete`);
+    }
+  };
+
+  return (
+    <nav className="w-full border-b border-gray-200 bg-white px-6 py-3">
+      <div className="flex items-center justify-between">
+        <div className="flex items-center space-x-4">
+          <Link to="/">
+            <BrandingLogo className="h-6 w-auto" />
+          </Link>
+          <Separator orientation="vertical" className="h-6" />
+
+          <div className="flex items-center space-x-2">
+            <h1 className="whitespace-nowrap text-sm font-medium text-gray-600">
+              {envelope.title}
+            </h1>
+
+            <Badge variant="secondary">
+              <Trans>Approver</Trans>
+            </Badge>
+          </div>
+        </div>
+
+        <div className="flex items-center space-x-2">
+          <p className="text-muted-foreground mr-2 flex-shrink-0 text-sm">
+            <Plural
+              one="1 Field Remaining"
+              other="# Fields Remaining"
+              value={recipientFieldsRemaining.length}
+            />
+          </p>
+
+          <DocumentSigningCompleteDialog
+            isSubmitting={isPending}
+            onSignatureComplete={handleOnCompleteClick}
+            documentTitle={envelope.title}
+            fields={recipientFieldsRemaining}
+            fieldsValidated={handleOnNextFieldClick}
+            recipient={recipient}
+            // Todo: Envelopes
+            allowDictateNextSigner={envelope.documentMeta.allowDictateNextSigner}
+            // defaultNextSigner={
+            //   nextRecipient
+            //     ? { name: nextRecipient.name, email: nextRecipient.email }
+            //     : undefined
+            // }
+            // Todo: Envelopes - use
+            // buttonSize="sm"
+          />
+        </div>
+      </div>
+    </nav>
+  );
+};

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

@@ -0,0 +1,417 @@
+import { useEffect, useMemo, useRef } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { type Field, FieldType } from '@prisma/client';
+import Konva from 'konva';
+import type { Layer } from 'konva/lib/Layer';
+import type { KonvaEventObject } from 'konva/lib/Node';
+import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
+import { usePageContext } from 'react-pdf';
+import { match } from 'ts-pattern';
+
+import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+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 { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
+
+import { handleDropdownFieldClick } from '~/utils/field-signing/dropdown-field';
+import { handleEmailFieldClick } from '~/utils/field-signing/email-field';
+import { handleInitialsFieldClick } from '~/utils/field-signing/initial-field';
+import { handleNameFieldClick } from '~/utils/field-signing/name-field';
+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 { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
+
+export default function EnvelopeSignerPageRenderer() {
+  const pageContext = usePageContext();
+
+  if (!pageContext) {
+    throw new Error('Unable to find Page context.');
+  }
+
+  const { _className, page, rotate, scale } = pageContext;
+
+  if (!page) {
+    throw new Error('Attempted to render page canvas, but no page was specified.');
+  }
+
+  const { t } = useLingui();
+
+  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+
+  const {
+    envelopeData,
+    recipientFields,
+    recipientFieldsRemaining,
+    showPendingFieldTooltip,
+    signField,
+    email,
+    setEmail,
+    fullName,
+    setFullName,
+    signature,
+    setSignature,
+  } = useRequiredEnvelopeSigningContext();
+
+  console.log({ fullName });
+
+  const { envelope } = envelopeData;
+
+  const canvasElement = useRef<HTMLCanvasElement>(null);
+  const konvaContainer = useRef<HTMLDivElement>(null);
+
+  const stage = useRef<Konva.Stage | null>(null);
+  const pageLayer = useRef<Layer | null>(null);
+
+  const viewport = useMemo(
+    () => page.getViewport({ scale, rotation: rotate }),
+    [page, rotate, scale],
+  );
+
+  const localPageFields = useMemo(
+    () =>
+      recipientFields.filter(
+        (field) =>
+          field.page === pageContext.pageNumber && field.envelopeItemId === currentEnvelopeItem?.id,
+      ),
+    [recipientFields, pageContext.pageNumber],
+  );
+
+  // Custom renderer from Konva examples.
+  useEffect(
+    function drawPageOnCanvas() {
+      if (!page) {
+        return;
+      }
+
+      const { current: canvas } = canvasElement;
+      const { current: container } = konvaContainer;
+
+      if (!canvas || !container) {
+        return;
+      }
+
+      const renderContext: RenderParameters = {
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        canvasContext: canvas.getContext('2d', { alpha: false }) as CanvasRenderingContext2D,
+        viewport,
+      };
+
+      const cancellable = page.render(renderContext);
+      const runningTask = cancellable;
+
+      cancellable.promise.catch(() => {
+        // Intentionally empty
+      });
+
+      void cancellable.promise.then(() => {
+        createPageCanvas(container);
+      });
+
+      return () => {
+        runningTask.cancel();
+      };
+    },
+    [page, viewport],
+  );
+
+  const renderFieldOnLayer = (unparsedField: Field) => {
+    if (!pageLayer.current) {
+      console.error('Layer not loaded yet');
+      return;
+    }
+
+    const fieldToRender = ZFullFieldSchema.parse(unparsedField);
+
+    let color: TRecipientColor = 'green';
+
+    if (fieldToRender.fieldMeta?.readOnly) {
+      color = 'readOnly';
+    } else if (showPendingFieldTooltip && isFieldUnsignedAndRequired(fieldToRender)) {
+      color = 'orange';
+    }
+
+    const { fieldGroup } = renderField({
+      pageLayer: pageLayer.current,
+      field: {
+        renderId: fieldToRender.id.toString(),
+        ...fieldToRender,
+        width: Number(fieldToRender.width),
+        height: Number(fieldToRender.height),
+        positionX: Number(fieldToRender.positionX),
+        positionY: Number(fieldToRender.positionY),
+      },
+      pageWidth: viewport.width,
+      pageHeight: viewport.height,
+      color,
+      mode: 'sign',
+    });
+
+    const handleFieldGroupClick = (e: KonvaEventObject<Event>) => {
+      const currentTarget = e.currentTarget as Konva.Group;
+      const target = e.target;
+
+      const { width: fieldWidth, height: fieldHeight } = fieldGroup.getClientRect();
+
+      const foundField = recipientFields.find((f) => f.id === unparsedField.id);
+      const foundLoadingGroup = currentTarget.findOne('.loading-spinner-group');
+
+      if (!foundField || foundLoadingGroup || foundField.fieldMeta?.readOnly) {
+        return;
+      }
+
+      const loadingSpinnerGroup = createSpinner({
+        fieldWidth,
+        fieldHeight,
+      });
+
+      fieldGroup.add(loadingSpinnerGroup);
+
+      const parsedFoundField = ZFullFieldSchema.parse(foundField);
+
+      match(parsedFoundField)
+        /**
+         * CHECKBOX FIELD.
+         */
+        .with({ type: FieldType.CHECKBOX }, (field) => {
+          const { fieldMeta } = field;
+
+          const { values } = fieldMeta;
+
+          const checkedValues = (values || [])
+            .map((v) => ({
+              ...v,
+              checked: v.id === target.getAttr('internalCheckboxId') ? !v.checked : v.checked,
+            }))
+            .filter((v) => v.checked);
+
+          void signField(field.id, {
+            type: FieldType.CHECKBOX,
+            value: checkedValues.map((v) => v.id),
+          }).finally(() => {
+            loadingSpinnerGroup.destroy();
+          });
+        })
+        /**
+         * RADIO FIELD.
+         */
+        .with({ type: FieldType.RADIO }, (field) => {
+          const { fieldMeta } = foundField;
+
+          const checkedValue = target.getAttr('internalRadioValue');
+
+          // Uncheck the value if it's already pressed.
+          const value = field.inserted && checkedValue === field.customText ? null : checkedValue;
+
+          void signField(field.id, {
+            type: FieldType.RADIO,
+            value,
+          }).finally(() => {
+            loadingSpinnerGroup.destroy();
+          });
+        })
+        /**
+         * NUMBER FIELD.
+         */
+        .with({ type: FieldType.NUMBER }, (field) => {
+          handleNumberFieldClick({ field, number: null })
+            .then(async (payload) => {
+              if (payload) {
+                await signField(field.id, payload);
+              }
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
+        })
+        /**
+         * TEXT FIELD.
+         */
+        .with({ type: FieldType.TEXT }, (field) => {
+          handleTextFieldClick({ field, text: null })
+            .then(async (payload) => {
+              if (payload) {
+                await signField(field.id, payload);
+              }
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
+        })
+        /**
+         * EMAIL FIELD.
+         */
+        .with({ type: FieldType.EMAIL }, (field) => {
+          handleEmailFieldClick({ field, email })
+            .then(async (payload) => {
+              if (payload) {
+                await signField(field.id, payload); // Todo: Envelopes - Handle errors
+              }
+
+              if (payload?.value) {
+                setEmail(payload.value);
+              }
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
+        })
+        /**
+         * INITIALS FIELD.
+         */
+        .with({ type: FieldType.INITIALS }, (field) => {
+          const initials = fullName ? extractInitials(fullName) : null;
+
+          handleInitialsFieldClick({ field, initials })
+            .then(async (payload) => {
+              if (payload) {
+                await signField(field.id, payload);
+              }
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
+        })
+        /**
+         * NAME FIELD.
+         */
+        .with({ type: FieldType.NAME }, (field) => {
+          handleNameFieldClick({ field, name: fullName })
+            .then(async (payload) => {
+              if (payload) {
+                await signField(field.id, payload);
+              }
+
+              if (payload?.value) {
+                setFullName(payload.value);
+              }
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
+        })
+        /**
+         * DROPDOWN FIELD.
+         */
+        .with({ type: FieldType.DROPDOWN }, (field) => {
+          handleDropdownFieldClick({ field, text: null })
+            .then(async (payload) => {
+              if (payload) {
+                await signField(field.id, payload);
+              }
+
+              loadingSpinnerGroup.destroy();
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
+        })
+        /**
+         * DATE FIELD.
+         */
+        .with({ type: FieldType.DATE }, (field) => {
+          void signField(field.id, {
+            type: FieldType.DATE,
+            value: !field.inserted,
+          }).finally(() => {
+            loadingSpinnerGroup.destroy();
+          });
+        })
+        /**
+         * SIGNATURE FIELD.
+         */
+        .with({ type: FieldType.SIGNATURE }, (field) => {
+          // Todo: Envelopes - Reauth
+          handleSignatureFieldClick({
+            field,
+            signature,
+            typedSignatureEnabled: envelope.documentMeta.typedSignatureEnabled,
+            uploadSignatureEnabled: envelope.documentMeta.uploadSignatureEnabled,
+            drawSignatureEnabled: envelope.documentMeta.drawSignatureEnabled,
+          })
+            .then(async (payload) => {
+              if (payload) {
+                await signField(field.id, payload);
+              }
+
+              if (payload?.value) {
+                setSignature(payload.value);
+              }
+            })
+            .finally(() => {
+              loadingSpinnerGroup.destroy();
+            });
+        })
+        .exhaustive();
+
+      console.log('Field clicked');
+    };
+
+    fieldGroup.off('click');
+    fieldGroup.on('click', handleFieldGroupClick);
+  };
+
+  /**
+   * Create the initial Konva page canvas and initialize all fields and interactions.
+   */
+  const createPageCanvas = (container: HTMLDivElement) => {
+    stage.current = new Konva.Stage({
+      container,
+      width: viewport.width,
+      height: viewport.height,
+    });
+
+    // Create the main layer for interactive elements.
+    pageLayer.current = new Konva.Layer();
+    stage.current?.add(pageLayer.current);
+
+    console.log({
+      localPageFields,
+    });
+
+    // Render the fields.
+    for (const field of localPageFields) {
+      renderFieldOnLayer(field);
+    }
+
+    pageLayer.current.batchDraw();
+  };
+
+  /**
+   * Render fields when they are changed or inserted.
+   */
+  useEffect(() => {
+    if (!pageLayer.current || !stage.current) {
+      return;
+    }
+
+    localPageFields.forEach((field) => {
+      console.log('Field changed/inserted, rendering on canvas');
+      renderFieldOnLayer(field);
+    });
+
+    pageLayer.current.batchDraw();
+  }, [localPageFields, showPendingFieldTooltip, fullName, signature, email]);
+
+  if (!currentEnvelopeItem) {
+    return null;
+  }
+
+  return (
+    <div className="relative" key={`${currentEnvelopeItem.id}-renderer-${pageContext.pageNumber}`}>
+      <div className="konva-container absolute inset-0 z-10 w-full" ref={konvaContainer}></div>
+
+      <canvas
+        className={`${_className}__canvas z-0`}
+        height={viewport.height}
+        ref={canvasElement}
+        width={viewport.width}
+      />
+    </div>
+  );
+}

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

@@ -12,6 +12,7 @@ import {
 import { Link } from 'react-router';
 
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
 import { type TFolderWithSubfolders } from '@documenso/trpc/server/folder-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -28,22 +29,15 @@ import { useCurrentTeam } from '~/providers/team';
 export type FolderCardProps = {
   folder: TFolderWithSubfolders;
   onMove: (folder: TFolderWithSubfolders) => void;
-  onPin: (folderId: string) => void;
-  onUnpin: (folderId: string) => void;
   onSettings: (folder: TFolderWithSubfolders) => void;
   onDelete: (folder: TFolderWithSubfolders) => void;
 };
 
-export const FolderCard = ({
-  folder,
-  onMove,
-  onPin,
-  onUnpin,
-  onSettings,
-  onDelete,
-}: FolderCardProps) => {
+export const FolderCard = ({ folder, onMove, onSettings, onDelete }: FolderCardProps) => {
   const team = useCurrentTeam();
 
+  const { mutateAsync: updateFolderMutation } = trpc.folder.updateFolder.useMutation();
+
   const formatPath = () => {
     const rootPath =
       folder.type === FolderType.DOCUMENT
@@ -53,6 +47,15 @@ export const FolderCard = ({
     return `${rootPath}/f/${folder.id}`;
   };
 
+  const updateFolder = async ({ pinned }: { pinned: boolean }) => {
+    await updateFolderMutation({
+      folderId: folder.id,
+      data: {
+        pinned,
+      },
+    });
+  };
+
   return (
     <Link to={formatPath()} data-folder-id={folder.id} data-folder-name={folder.name}>
       <Card className="hover:bg-muted/50 border-border h-full border transition-all">
@@ -112,9 +115,7 @@ export const FolderCard = ({
                     <Trans>Move</Trans>
                   </DropdownMenuItem>
 
-                  <DropdownMenuItem
-                    onClick={() => (folder.pinned ? onUnpin(folder.id) : onPin(folder.id))}
-                  >
+                  <DropdownMenuItem onClick={async () => updateFolder({ pinned: !folder.pinned })}>
                     <PinIcon className="mr-2 h-4 w-4" />
                     {folder.pinned ? <Trans>Unpin</Trans> : <Trans>Pin</Trans>}
                   </DropdownMenuItem>

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

@@ -15,7 +15,7 @@ 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 { DocumentUploadDropzone } from '~/components/general/document/document-upload';
+import { DocumentUploadButton } from '~/components/general/document/document-upload-button';
 import { FolderCard, FolderCardEmpty } from '~/components/general/folder/folder-card';
 import { useCurrentTeam } from '~/providers/team';
 
@@ -34,9 +34,6 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
   const [isSettingsFolderOpen, setIsSettingsFolderOpen] = useState(false);
   const [folderToSettings, setFolderToSettings] = useState<TFolderWithSubfolders | null>(null);
 
-  const { mutateAsync: pinFolder } = trpc.folder.pinFolder.useMutation();
-  const { mutateAsync: unpinFolder } = trpc.folder.unpinFolder.useMutation();
-
   const { data: foldersData, isPending } = trpc.folder.getFolders.useQuery({
     type,
     parentId,
@@ -97,8 +94,11 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
         </div>
 
         <div className="flex gap-4 sm:flex-row sm:justify-end">
+          {/* Todo: Envelopes - Feature flag */}
+          {/* <EnvelopeUploadButton type={type} folderId={parentId || undefined} /> */}
+
           {type === FolderType.DOCUMENT ? (
-            <DocumentUploadDropzone />
+            <DocumentUploadButton />
           ) : (
             <TemplateCreateDialog folderId={parentId ?? undefined} />
           )}
@@ -152,8 +152,6 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
                       setFolderToMove(folder);
                       setIsMovingFolder(true);
                     }}
-                    onPin={(folderId) => void pinFolder({ folderId })}
-                    onUnpin={(folderId) => void unpinFolder({ folderId })}
                     onSettings={(folder) => {
                       setFolderToSettings(folder);
                       setIsSettingsFolderOpen(true);
@@ -177,8 +175,6 @@ export const FolderGrid = ({ type, parentId }: FolderGridProps) => {
                       setFolderToMove(folder);
                       setIsMovingFolder(true);
                     }}
-                    onPin={(folderId) => void pinFolder({ folderId })}
-                    onUnpin={(folderId) => void unpinFolder({ folderId })}
                     onSettings={(folder) => {
                       setFolderToSettings(folder);
                       setIsSettingsFolderOpen(true);

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

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

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

@@ -42,7 +42,7 @@ export const TemplateDropZoneWrapper = ({ children, className }: TemplateDropZon
 
       const documentData = await putPdfFile(file);
 
-      const { id } = await createTemplate({
+      const { legacyTemplateId: id } = await createTemplate({
         title: file.name,
         templateDocumentDataId: documentData.id,
         folderId: folderId ?? undefined,

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

@@ -100,7 +100,7 @@ export const TemplateEditForm = ({
     },
   });
 
-  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation({
+  const { mutateAsync: addTemplateFields } = trpc.field.setFieldsForTemplate.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: (newData) => {
       utils.template.getTemplateById.setData(
@@ -193,7 +193,10 @@ export const TemplateEditForm = ({
 
       setRecipients({
         templateId: template.id,
-        recipients: data.signers,
+        recipients: data.signers.map((signer) => ({
+          ...signer,
+          id: signer.nativeId,
+        })),
       }),
     ]);
 
@@ -237,7 +240,11 @@ export const TemplateEditForm = ({
   const saveFieldsData = async (data: TAddTemplateFieldsFormSchema) => {
     return addTemplateFields({
       templateId: template.id,
-      fields: data.fields,
+      fields: data.fields.map((field) => ({
+        ...field,
+        id: field.nativeId,
+        envelopeItemId: template.templateDocumentData.envelopeItemId,
+      })),
     });
   };
 

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

@@ -3,14 +3,17 @@ import { useMemo } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Template, User } from '@prisma/client';
+import type { User } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 
 export type TemplatePageViewInformationProps = {
   userId: number;
-  template: Template & {
+  template: {
+    userId: number;
+    createdAt: Date;
+    updatedAt: Date;
     user: Pick<User, 'id' | 'name' | 'email'>;
   };
 };

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

@@ -113,7 +113,7 @@ export const TemplatePageViewRecentActivity = ({
                 </div>
 
                 <Link
-                  to={`${documentRootPath}/${document.id}`}
+                  to={`${documentRootPath}/${document.envelopeId}`}
                   className="text-muted-foreground dark:text-muted-foreground/70 flex-auto truncate py-0.5 text-xs leading-5"
                 >
                   {match(document.source)

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

@@ -1,7 +1,7 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { Recipient, Template } from '@prisma/client';
+import type { Recipient } from '@prisma/client';
 import { PenIcon, PlusIcon } from 'lucide-react';
 import { Link } from 'react-router';
 
@@ -11,20 +11,18 @@ import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 
 export type TemplatePageViewRecipientsProps = {
-  template: Template & {
-    recipients: Recipient[];
-  };
+  recipients: Recipient[];
+  envelopeId: string;
   templateRootPath: string;
 };
 
 export const TemplatePageViewRecipients = ({
-  template,
+  recipients,
+  envelopeId,
   templateRootPath,
 }: TemplatePageViewRecipientsProps) => {
   const { _ } = useLingui();
 
-  const recipients = template.recipients;
-
   return (
     <section className="dark:bg-background border-border bg-widget flex flex-col rounded-xl border">
       <div className="flex flex-row items-center justify-between px-4 py-3">
@@ -33,7 +31,7 @@ export const TemplatePageViewRecipients = ({
         </h1>
 
         <Link
-          to={`${templateRootPath}/${template.id}/edit?step=signers`}
+          to={`${templateRootPath}/${envelopeId}/edit?step=signers`}
           title={_(msg`Modify recipients`)}
           className="flex flex-row items-center justify-between"
         >

apps/remix/app/components/tables/admin-dashboard-users-table.tsx

@@ -2,7 +2,7 @@ import { useEffect, useMemo, useState, useTransition } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import type { Document, Role, Subscription } from '@prisma/client';
+import type { Role, Subscription } from '@prisma/client';
 import { Edit, Loader } from 'lucide-react';
 import { Link } from 'react-router';
 
@@ -20,7 +20,7 @@ type UserData = {
   email: string;
   roles: Role[];
   subscriptions?: SubscriptionLite[] | null;
-  documents: DocumentLite[];
+  documentCount: number;
 };
 
 type SubscriptionLite = Pick<
@@ -28,8 +28,6 @@ type SubscriptionLite = Pick<
   'id' | 'status' | 'planId' | 'priceId' | 'createdAt' | 'periodEnd'
 >;
 
-type DocumentLite = Pick<Document, 'id'>;
-
 type AdminDashboardUsersTableProps = {
   users: UserData[];
   totalPages: number;
@@ -74,10 +72,7 @@ export const AdminDashboardUsersTable = ({
       },
       {
         header: _(msg`Documents`),
-        accessorKey: 'documents',
-        cell: ({ row }) => {
-          return <div>{row.original.documents?.length}</div>;
-        },
+        accessorKey: 'documentCount',
       },
       {
         header: '',

apps/remix/app/components/tables/admin-document-jobs-table.tsx

@@ -0,0 +1,136 @@
+import { useMemo } from 'react';
+
+import { useLingui } from '@lingui/react/macro';
+import { Trans } from '@lingui/react/macro';
+import { useSearchParams } from 'react-router';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { ZUrlSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { trpc } from '@documenso/trpc/react';
+import { 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 { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
+
+export const AdminDocumentJobsTable = ({ envelopeId }: { envelopeId: string }) => {
+  const { t, i18n } = useLingui();
+
+  const [searchParams] = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const parsedSearchParams = ZUrlSearchParamsSchema.parse(Object.fromEntries(searchParams ?? []));
+
+  const { data, isLoading, isLoadingError, refetch, isFetching } =
+    trpc.admin.document.findJobs.useQuery({
+      envelopeId: envelopeId,
+      page: parsedSearchParams.page,
+      perPage: parsedSearchParams.perPage,
+    });
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    updateSearchParams({
+      page,
+      perPage,
+    });
+  };
+
+  const results = data ?? {
+    data: [],
+    perPage: 10,
+    currentPage: 1,
+    totalPages: 1,
+  };
+
+  const columns = useMemo(() => {
+    return [
+      {
+        header: t`Name`,
+        accessorKey: 'name',
+      },
+      {
+        header: t`Status`,
+        accessorKey: 'status',
+      },
+      {
+        header: t`Submitted`,
+        accessorKey: 'submittedAt',
+        cell: ({ row }) => i18n.date(row.original.submittedAt),
+      },
+      {
+        header: t`Retried`,
+        accessorKey: 'retried',
+      },
+      {
+        header: t`Last Retried`,
+        accessorKey: 'lastRetriedAt',
+        cell: ({ row }) =>
+          row.original.lastRetriedAt ? i18n.date(row.original.lastRetriedAt) : 'N/A',
+      },
+      {
+        header: t`Completed`,
+        accessorKey: 'completedAt',
+        cell: ({ row }) => (row.original.completedAt ? i18n.date(row.original.completedAt) : 'N/A'),
+      },
+    ] satisfies DataTableColumnDef<(typeof results)['data'][number]>[];
+  }, []);
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center justify-between">
+        <h2 className="text-lg font-semibold">
+          <Trans>Background Jobs</Trans>
+        </h2>
+
+        <Button variant="outline" size="sm" loading={isFetching} onClick={async () => refetch()}>
+          <Trans>Reload</Trans>
+        </Button>
+      </div>
+
+      <DataTable
+        columns={columns}
+        data={results.data}
+        perPage={results.perPage}
+        currentPage={results.currentPage}
+        totalPages={results.totalPages}
+        onPaginationChange={onPaginationChange}
+        error={{
+          enable: isLoadingError,
+        }}
+        skeleton={{
+          enable: isLoading,
+          rows: 3,
+          component: (
+            <>
+              <TableCell className="py-4 pr-4">
+                <Skeleton className="h-4 w-20 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-12 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-12 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-12 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-12 rounded-full" />
+              </TableCell>
+              <TableCell>
+                <Skeleton className="h-4 w-12 rounded-full" />
+              </TableCell>
+            </>
+          ),
+        }}
+      >
+        {(table) =>
+          results.totalPages > 1 && (
+            <DataTablePagination additionalInformation="VisibleCount" table={table} />
+          )
+        }
+      </DataTable>
+    </div>
+  );
+};

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

@@ -40,7 +40,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
   const isCurrentTeamDocument = team && row.team?.url === team.url;
 
   const documentsPath = formatDocumentsPath(team.url);
-  const formatPath = `${documentsPath}/${row.id}/edit`;
+  const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
   const onDownloadClick = async () => {
     try {

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

@@ -72,7 +72,7 @@ export const DocumentsTableActionDropdown = ({
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 
   const documentsPath = formatDocumentsPath(team.url);
-  const formatPath = `${documentsPath}/${row.id}/edit`;
+  const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
   const onDownloadClick = async () => {
     try {
@@ -139,32 +139,35 @@ export const DocumentsTableActionDropdown = ({
           <Trans>Action</Trans>
         </DropdownMenuLabel>
 
-        {!isDraft && recipient && recipient?.role !== RecipientRole.CC && (
-          <DropdownMenuItem disabled={!recipient || isComplete} asChild>
-            <Link to={`/sign/${recipient?.token}`}>
-              {recipient?.role === RecipientRole.VIEWER && (
-                <>
-                  <EyeIcon className="mr-2 h-4 w-4" />
-                  <Trans>View</Trans>
-                </>
-              )}
+        {!isDraft &&
+          recipient &&
+          recipient?.role !== RecipientRole.CC &&
+          recipient?.role !== RecipientRole.ASSISTANT && (
+            <DropdownMenuItem disabled={!recipient || isComplete} asChild>
+              <Link to={`/sign/${recipient?.token}`}>
+                {recipient?.role === RecipientRole.VIEWER && (
+                  <>
+                    <EyeIcon className="mr-2 h-4 w-4" />
+                    <Trans>View</Trans>
+                  </>
+                )}
 
-              {recipient?.role === RecipientRole.SIGNER && (
-                <>
-                  <Pencil className="mr-2 h-4 w-4" />
-                  <Trans>Sign</Trans>
-                </>
-              )}
+                {recipient?.role === RecipientRole.SIGNER && (
+                  <>
+                    <Pencil className="mr-2 h-4 w-4" />
+                    <Trans>Sign</Trans>
+                  </>
+                )}
 
-              {recipient?.role === RecipientRole.APPROVER && (
-                <>
-                  <CheckCircle className="mr-2 h-4 w-4" />
-                  <Trans>Approve</Trans>
-                </>
-              )}
-            </Link>
-          </DropdownMenuItem>
-        )}
+                {recipient?.role === RecipientRole.APPROVER && (
+                  <>
+                    <CheckCircle className="mr-2 h-4 w-4" />
+                    <Trans>Approve</Trans>
+                  </>
+                )}
+              </Link>
+            </DropdownMenuItem>
+          )}
 
         <DropdownMenuItem disabled={!canManageDocument || isComplete} asChild>
           <Link to={formatPath}>

apps/remix/app/components/tables/documents-table-title.tsx

@@ -28,7 +28,7 @@ export const DataTableTitle = ({ row, teamUrl }: DataTableTitleProps) => {
   })
     .with({ isOwner: true }, { isCurrentTeamDocument: true }, () => (
       <Link
-        to={`${documentsPath}/${row.id}`}
+        to={`${documentsPath}/${row.envelopeId}`}
         title={row.title}
         className="block max-w-[10rem] truncate font-medium hover:underline md:max-w-[20rem]"
       >

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

@@ -180,7 +180,7 @@ const DataTableTitle = ({ row, teamUrl }: DataTableTitleProps) => {
   const isCurrentTeamDocument = teamUrl && row.team?.url === teamUrl;
 
   const documentsPath = formatDocumentsPath(teamUrl);
-  const formatPath = `${documentsPath}/${row.id}`;
+  const formatPath = `${documentsPath}/${row.envelopeId}`;
 
   return match({
     isOwner,