feat: add signature configurations (#1710)

Add ability to enable or disable allowed signature types: 
- Drawn
- Typed
- Uploaded

**Tabbed style signature dialog**

![image](https://github.com/user-attachments/assets/a816fab6-b071-42a5-bb5c-6d4a2572431e)

**Document settings**

![image](https://github.com/user-attachments/assets/f0c1bff1-6be1-4c87-b384-1666fa25d7a6)

**Team preferences**

![image](https://github.com/user-attachments/assets/8767b05e-1463-4087-8672-f3f43d8b0f2c)

## Changes Made

- Add multiselect to select allowed signatures in document and templates
settings tab
- Add multiselect to select allowed signatures in teams preferences 
- Removed "Enable typed signatures" from document/template edit page
- Refactored signature pad to use tabs instead of an all in one
signature pad

## Testing Performed

Added E2E tests to check settings are applied correctly for documents
and templates

apps/documentation/pages/developers/embedding/index.mdx

@@ -52,9 +52,9 @@ Platform customers have access to advanced styling options to customize the embe
 <EmbedDirectTemplate
   token={token}
   cssVars={{
-    colorPrimary: '#0000FF',
+    primary: '#0000FF',
-    colorBackground: '#F5F5F5',
+    background: '#F5F5F5',
-    borderRadius: '8px',
+    radius: '8px',
   }}
 />
 ```

apps/documentation/pages/developers/embedding/preact.mdx

@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
+    primary: '#0000FF',
-    colorBackground: '#F5F5F5',
+    background: '#F5F5F5',
-    borderRadius: '8px',
+    radius: '8px',
   };
 
   return (

apps/documentation/pages/developers/embedding/react.mdx

@@ -99,9 +99,9 @@ const MyEmbeddingComponent = () => {
       `}
       // CSS Variables
       cssVars={{
-        colorPrimary: '#0000FF',
+        primary: '#0000FF',
-        colorBackground: '#F5F5F5',
+        background: '#F5F5F5',
-        borderRadius: '8px',
+        radius: '8px',
       }}
       // Dark Mode Control
       darkModeDisabled={true}

apps/documentation/pages/developers/embedding/solid.mdx

@@ -95,9 +95,9 @@ const MyEmbeddingComponent = () => {
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
+    primary: '#0000FF',
-    colorBackground: '#F5F5F5',
+    background: '#F5F5F5',
-    borderRadius: '8px',
+    radius: '8px',
   };
 
   return (

apps/documentation/pages/developers/embedding/svelte.mdx

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
     }
   `;
   const cssVars = {
-    colorPrimary: '#0000FF',
+    primary: '#0000FF',
-    colorBackground: '#F5F5F5',
+    background: '#F5F5F5',
-    borderRadius: '8px',
+    radius: '8px',
   };
 </script>
 

apps/documentation/pages/developers/embedding/vue.mdx

@@ -97,9 +97,9 @@ Platform customers have access to advanced styling options:
   }
 `;
   const cssVars = {
-    colorPrimary: '#0000FF',
+    primary: '#0000FF',
-    colorBackground: '#F5F5F5',
+    background: '#F5F5F5',
-    borderRadius: '8px',
+    radius: '8px',
   };
 </script>
 

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

@@ -1,7 +1,7 @@
+import { DocumentStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { kyselyPrisma, sql } from '@documenso/prisma';
-import { DocumentStatus } from '@documenso/prisma/client';
 
 export const getCompletedDocumentsMonthly = async (type: 'count' | 'cumulative' = 'count') => {
   const qb = kyselyPrisma.$kysely

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

@@ -4,7 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { DocumentStatus } from '@prisma/client';
-import { match } from 'ts-pattern';
+import { P, match } from 'ts-pattern';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
@@ -146,7 +146,7 @@ export const DocumentDeleteDialog = ({
                   </ul>
                 </AlertDescription>
               ))
-              .with(DocumentStatus.COMPLETED, () => (
+              .with(P.union(DocumentStatus.COMPLETED, DocumentStatus.REJECTED), () => (
                 <AlertDescription>
                   <p>
                     <Trans>By deleting this document, the following will occur:</Trans>

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

@@ -3,8 +3,8 @@ import { useEffect, useLayoutEffect, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { type DocumentData, type Field, FieldType } from '@prisma/client';
 import type { DocumentMeta, Recipient, Signature, TemplateMeta } from '@prisma/client';
+import { type DocumentData, type Field, FieldType } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 import { DateTime } from 'luxon';
 import { useSearchParams } from 'react-router';
@@ -13,6 +13,10 @@ import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn'
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import {
+  isFieldUnsignedAndRequired,
+  isRequiredField,
+} from '@documenso/lib/utils/advanced-fields-helpers';
 import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import { trpc } from '@documenso/trpc/react';
 import type {
@@ -21,12 +25,11 @@ import type {
 } from '@documenso/trpc/server/field-router/schema';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { BrandingLogo } from '~/components/general/branding-logo';
@@ -65,16 +68,8 @@ export const EmbedDirectTemplateClientPage = ({
 
   const [searchParams] = useSearchParams();
 
-  const {
+  const { fullName, email, signature, setFullName, setEmail, setSignature } =
-    fullName,
+    useRequiredDocumentSigningContext();
-    email,
-    signature,
-    signatureValid,
-    setFullName,
-    setEmail,
-    setSignature,
-    setSignatureValid,
-  } = useRequiredDocumentSigningContext();
 
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
   const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
@@ -92,7 +87,7 @@ export const EmbedDirectTemplateClientPage = ({
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(() => fields);
 
   const [pendingFields, _completedFields] = [
-    localFields.filter((field) => !field.inserted),
+    localFields.filter((field) => isFieldUnsignedAndRequired(field)),
     localFields.filter((field) => field.inserted),
   ];
 
@@ -110,7 +105,7 @@ export const EmbedDirectTemplateClientPage = ({
 
         const newField: DirectTemplateLocalField = structuredClone({
           ...field,
-          customText: payload.value,
+          customText: payload.value ?? '',
           inserted: true,
           signedValue: payload,
         });
@@ -121,8 +116,10 @@ export const EmbedDirectTemplateClientPage = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: payload.value.startsWith('data:') ? payload.value : null,
+            signatureImageAsBase64:
-            typedSignature: payload.value.startsWith('data:') ? null : payload.value,
+              payload.value && payload.value.startsWith('data:') ? payload.value : null,
+            typedSignature:
+              payload.value && !payload.value.startsWith('data:') ? payload.value : null,
           } satisfies Signature;
         }
 
@@ -180,7 +177,7 @@ export const EmbedDirectTemplateClientPage = ({
   };
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(localFields);
+    validateFieldsInserted(pendingFields);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -188,11 +185,7 @@ export const EmbedDirectTemplateClientPage = ({
 
   const onCompleteClick = async () => {
     try {
-      if (hasSignatureField && !signatureValid) {
+      const valid = validateFieldsInserted(pendingFields);
-        return;
-      }
-
-      const valid = validateFieldsInserted(localFields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -205,12 +198,6 @@ export const EmbedDirectTemplateClientPage = ({
         directTemplateExternalId = decodeURIComponent(directTemplateExternalId);
       }
 
-      localFields.forEach((field) => {
-        if (!field.signedValue) {
-          throw new Error('Invalid configuration');
-        }
-      });
-
       const {
         documentId,
         token: documentToken,
@@ -221,13 +208,11 @@ export const EmbedDirectTemplateClientPage = ({
         directRecipientName: fullName,
         directRecipientEmail: email,
         templateUpdatedAt: updatedAt,
-        signedFieldValues: localFields.map((field) => {
+        signedFieldValues: localFields
-          if (!field.signedValue) {
+          .filter((field) => {
-            throw new Error('Invalid configuration');
+            return field.signedValue && (isRequiredField(field) || field.inserted);
-          }
+          })
-
+          .map((field) => field.signedValue!),
-          return field.signedValue;
-        }),
       });
 
       if (window.parent) {
@@ -347,7 +332,7 @@ export const EmbedDirectTemplateClientPage = ({
         {/* Widget */}
         <div
           key={isExpanded ? 'expanded' : 'collapsed'}
-          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+          className="group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
           data-expanded={isExpanded || undefined}
         >
           <div className="border-border bg-widget flex h-fit w-full flex-col rounded-xl border px-4 py-4 md:min-h-[min(calc(100dvh-2rem),48rem)] md:py-6">
@@ -415,40 +400,24 @@ export const EmbedDirectTemplateClientPage = ({
                   />
                 </div>
 
-                <div>
+                {hasSignatureField && (
-                  <Label htmlFor="Signature">
+                  <div>
-                    <Trans>Signature</Trans>
+                    <Label htmlFor="Signature">
-                  </Label>
+                      <Trans>Signature</Trans>
+                    </Label>
 
-                  <Card className="mt-2" gradient degrees={-120}>
+                    <SignaturePadDialog
-                    <CardContent className="p-0">
+                      className="mt-2"
-                      <SignaturePad
+                      disabled={isThrottled || isSubmitting}
-                        className="h-44 w-full"
+                      disableAnimation
-                        disabled={isThrottled || isSubmitting}
+                      value={signature ?? ''}
-                        defaultValue={signature ?? undefined}
+                      onChange={(v) => setSignature(v ?? '')}
-                        onChange={(value) => {
+                      typedSignatureEnabled={metadata?.typedSignatureEnabled}
-                          setSignature(value);
+                      uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
-                        }}
+                      drawSignatureEnabled={metadata?.drawSignatureEnabled}
-                        onValidityChange={(isValid) => {
+                    />
-                          setSignatureValid(isValid);
+                  </div>
-                        }}
+                )}
-                        allowTypedSignature={Boolean(
-                          metadata &&
-                            'typedSignatureEnabled' in metadata &&
-                            metadata.typedSignatureEnabled,
-                        )}
-                      />
-                    </CardContent>
-                  </Card>
-
-                  {hasSignatureField && !signatureValid && (
-                    <div className="text-destructive mt-2 text-sm">
-                      <Trans>
-                        Signature is too small. Please provide a more complete signature.
-                      </Trans>
-                    </div>
-                  )}
-                </div>
               </div>
             </div>
 

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

@@ -54,6 +54,8 @@ export const EmbedDocumentFields = ({
               onSignField={onSignField}
               onUnsignField={onUnsignField}
               typedSignatureEnabled={metadata?.typedSignatureEnabled}
+              uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
+              drawSignatureEnabled={metadata?.drawSignatureEnabled}
             />
           ))
           .with(FieldType.INITIALS, () => (

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

@@ -1,4 +1,4 @@
-import { useEffect, useId, useLayoutEffect, useState } from 'react';
+import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
@@ -15,18 +15,18 @@ 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 { 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 { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { BrandingLogo } from '~/components/general/branding-logo';
@@ -69,15 +69,8 @@ export const EmbedSignDocumentClientPage = ({
   const { _ } = useLingui();
   const { toast } = useToast();
 
-  const {
+  const { fullName, email, signature, setFullName, setSignature } =
-    fullName,
+    useRequiredDocumentSigningContext();
-    email,
-    signature,
-    signatureValid,
-    setFullName,
-    setSignature,
-    setSignatureValid,
-  } = useRequiredDocumentSigningContext();
 
   const [hasFinishedInit, setHasFinishedInit] = useState(false);
   const [hasDocumentLoaded, setHasDocumentLoaded] = useState(false);
@@ -101,19 +94,26 @@ export const EmbedSignDocumentClientPage = ({
   const [throttledOnCompleteClick, isThrottled] = useThrottleFn(() => void onCompleteClick(), 500);
 
   const [pendingFields, _completedFields] = [
-    fields.filter((field) => field.recipientId === recipient.id && !field.inserted),
+    fields.filter(
+      (field) => field.recipientId === recipient.id && isFieldUnsignedAndRequired(field),
+    ),
     fields.filter((field) => field.inserted),
   ];
 
   const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
+  const fieldsRequiringValidation = useMemo(
+    () => fields.filter(isFieldUnsignedAndRequired),
+    [fields],
+  );
+
   const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
 
   const assistantSignersId = useId();
 
   const onNextFieldClick = () => {
-    validateFieldsInserted(fields);
+    validateFieldsInserted(fieldsRequiringValidation);
 
     setShowPendingFieldTooltip(true);
     setIsExpanded(false);
@@ -121,11 +121,7 @@ export const EmbedSignDocumentClientPage = ({
 
   const onCompleteClick = async () => {
     try {
-      if (hasSignatureField && !signatureValid) {
+      const valid = validateFieldsInserted(fieldsRequiringValidation);
-        return;
-      }
-
-      const valid = validateFieldsInserted(fields);
 
       if (!valid) {
         setShowPendingFieldTooltip(true);
@@ -287,7 +283,7 @@ export const EmbedSignDocumentClientPage = ({
           {/* Widget */}
           <div
             key={isExpanded ? 'expanded' : 'collapsed'}
-            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
+            className="embed--DocumentWidgetContainer group/document-widget fixed bottom-8 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-6 md:sticky md:top-4 md:z-auto md:w-[350px] md:px-0"
             data-expanded={isExpanded || undefined}
           >
             <div className="embed--DocumentWidget border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
@@ -418,40 +414,24 @@ export const EmbedSignDocumentClientPage = ({
                         />
                       </div>
 
-                      <div>
+                      {hasSignatureField && (
-                        <Label htmlFor="Signature">
+                        <div>
-                          <Trans>Signature</Trans>
+                          <Label htmlFor="Signature">
-                        </Label>
+                            <Trans>Signature</Trans>
+                          </Label>
 
-                        <Card className="mt-2" gradient degrees={-120}>
+                          <SignaturePadDialog
-                          <CardContent className="p-0">
+                            className="mt-2"
-                            <SignaturePad
+                            disabled={isThrottled || isSubmitting}
-                              className="h-44 w-full"
+                            disableAnimation
-                              disabled={isThrottled || isSubmitting}
+                            value={signature ?? ''}
-                              defaultValue={signature ?? undefined}
+                            onChange={(v) => setSignature(v ?? '')}
-                              onChange={(value) => {
+                            typedSignatureEnabled={metadata?.typedSignatureEnabled}
-                                setSignature(value);
+                            uploadSignatureEnabled={metadata?.uploadSignatureEnabled}
-                              }}
+                            drawSignatureEnabled={metadata?.drawSignatureEnabled}
-                              onValidityChange={(isValid) => {
+                          />
-                                setSignatureValid(isValid);
+                        </div>
-                              }}
+                      )}
-                              allowTypedSignature={Boolean(
-                                metadata &&
-                                  'typedSignatureEnabled' in metadata &&
-                                  metadata.typedSignatureEnabled,
-                              )}
-                            />
-                          </CardContent>
-                        </Card>
-
-                        {hasSignatureField && !signatureValid && (
-                          <div className="text-destructive mt-2 text-sm">
-                            <Trans>
-                              Signature is too small. Please provide a more complete signature.
-                            </Trans>
-                          </div>
-                        )}
-                      </div>
                     </>
                   )}
                 </div>
@@ -467,9 +447,7 @@ export const EmbedSignDocumentClientPage = ({
                 ) : (
                   <Button
                     className={allowDocumentRejection ? 'col-start-2' : 'col-span-2'}
-                    disabled={
+                    disabled={isThrottled}
-                      isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
-                    }
                     loading={isSubmitting}
                     onClick={() => throttledOnCompleteClick()}
                   >

apps/remix/app/components/forms/2fa/disable-authenticator-app-dialog.tsx

@@ -6,10 +6,10 @@ import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { flushSync } from 'react-dom';
 import { useForm } from 'react-hook-form';
-import { useRevalidator } from 'react-router';
 import { z } from 'zod';
 
 import { authClient } from '@documenso/auth/client';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -42,7 +42,7 @@ export type TDisable2FAForm = z.infer<typeof ZDisable2FAForm>;
 export const DisableAuthenticatorAppDialog = () => {
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { revalidate } = useRevalidator();
+  const { refreshSession } = useSession();
 
   const [isOpen, setIsOpen] = useState(false);
   const [twoFactorDisableMethod, setTwoFactorDisableMethod] = useState<'totp' | 'backup'>('totp');
@@ -92,7 +92,7 @@ export const DisableAuthenticatorAppDialog = () => {
         onCloseTwoFactorDisableDialog();
       });
 
-      await revalidate();
+      await refreshSession();
     } catch (_err) {
       toast({
         title: _(msg`Unable to disable two-factor authentication`),

apps/remix/app/components/forms/2fa/enable-authenticator-app-dialog.tsx

@@ -5,12 +5,12 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
 import { useForm } from 'react-hook-form';
-import { useRevalidator } from 'react-router';
 import { renderSVG } from 'uqr';
 import { z } from 'zod';
 
 import { authClient } from '@documenso/auth/client';
 import { downloadFile } from '@documenso/lib/client-only/download-file';
+import { useSession } from '@documenso/lib/client-only/providers/session';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -48,7 +48,7 @@ export type EnableAuthenticatorAppDialogProps = {
 export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorAppDialogProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
-  const { revalidate } = useRevalidator();
+  const { refreshSession } = useSession();
 
   const [isOpen, setIsOpen] = useState(false);
   const [recoveryCodes, setRecoveryCodes] = useState<string[] | null>(null);
@@ -74,6 +74,7 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
 
     try {
       const data = await authClient.twoFactor.setup();
+      await refreshSession();
 
       setSetup2FAData(data);
     } catch (err) {
@@ -92,6 +93,7 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
   const onEnable2FAFormSubmit = async ({ token }: TEnable2FAForm) => {
     try {
       const data = await authClient.twoFactor.enable({ code: token });
+      await refreshSession();
 
       setRecoveryCodes(data.recoveryCodes);
       onSuccess?.();
@@ -139,7 +141,6 @@ export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorA
 
     if (!isOpen && recoveryCodes && recoveryCodes.length > 0) {
       setRecoveryCodes(null);
-      void revalidate();
     }
 
     // eslint-disable-next-line react-hooks/exhaustive-deps

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

@@ -19,12 +19,15 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZProfileFormSchema = z.object({
-  name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
+  name: z
-  signature: z.string().min(1, 'Signature Pad cannot be empty'),
+    .string()
+    .trim()
+    .min(1, { message: msg`Please enter a valid name.`.id }),
+  signature: z.string().min(1, { message: msg`Signature Pad cannot be empty.`.id }),
 });
 
 export const ZTwoFactorAuthTokenSchema = z.object({
@@ -109,22 +112,20 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
             </Label>
             <Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
           </div>
+
           <FormField
             control={form.control}
             name="signature"
-            render={({ field: { onChange } }) => (
+            render={({ field: { onChange, value } }) => (
               <FormItem>
                 <FormLabel>
                   <Trans>Signature</Trans>
                 </FormLabel>
                 <FormControl>
-                  <SignaturePad
+                  <SignaturePadDialog
-                    className="h-44 w-full"
                     disabled={isSubmitting}
-                    containerClassName={cn('rounded-lg border bg-background')}
+                    value={value}
-                    defaultValue={user.signature ?? undefined}
                     onChange={(v) => onChange(v ?? '')}
-                    allowTypedSignature={true}
                   />
                 </FormControl>
                 <FormMessage />
@@ -134,7 +135,7 @@ export const ProfileForm = ({ className }: ProfileFormProps) => {
         </fieldset>
 
         <Button type="submit" loading={isSubmitting} className="self-end">
-          {isSubmitting ? <Trans>Updating profile...</Trans> : <Trans>Update profile</Trans>}
+          <Trans>Update profile</Trans>
         </Button>
       </form>
     </Form>

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

@@ -30,7 +30,7 @@ import {
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
 import { PasswordInput } from '@documenso/ui/primitives/password-input';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { UserProfileSkeleton } from '~/components/general/user-profile-skeleton';
@@ -353,16 +353,15 @@ export const SignUpForm = ({
                 <FormField
                   control={form.control}
                   name="signature"
-                  render={({ field: { onChange } }) => (
+                  render={({ field: { onChange, value } }) => (
                     <FormItem>
                       <FormLabel>
                         <Trans>Sign Here</Trans>
                       </FormLabel>
                       <FormControl>
-                        <SignaturePad
+                        <SignaturePadDialog
-                          className="h-36 w-full"
                           disabled={isSubmitting}
-                          containerClassName="mt-2 rounded-lg border bg-background"
+                          value={value}
                           onChange={(v) => onChange(v ?? '')}
                         />
                       </FormControl>
@@ -531,6 +530,27 @@ export const SignUpForm = ({
             </div>
           </form>
         </Form>
+        <p className="text-muted-foreground mt-6 text-xs">
+          <Trans>
+            By proceeding, you agree to our{' '}
+            <Link
+              to="https://documen.so/terms"
+              target="_blank"
+              className="text-documenso-700 duration-200 hover:opacity-70"
+            >
+              Terms of Service
+            </Link>{' '}
+            and{' '}
+            <Link
+              to="https://documen.so/privacy"
+              target="_blank"
+              className="text-documenso-700 duration-200 hover:opacity-70"
+            >
+              Privacy Policy
+            </Link>
+            .
+          </Trans>
+        </p>
       </div>
     </div>
   );

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

@@ -308,7 +308,7 @@ export function TeamBrandingPreferencesForm({ team, settings }: TeamBrandingPref
 
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Save</Trans>
+              <Trans>Update</Trans>
             </Button>
           </div>
         </fieldset>

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

@@ -8,12 +8,15 @@ import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { DOCUMENT_SIGNATURE_TYPES, DocumentSignatureType } from '@documenso/lib/constants/document';
 import {
   SUPPORTED_LANGUAGES,
   SUPPORTED_LANGUAGE_CODES,
   isValidLanguageCode,
 } from '@documenso/lib/constants/i18n';
+import { extractTeamSignatureSettings } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+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';
 import {
@@ -23,7 +26,9 @@ import {
   FormField,
   FormItem,
   FormLabel,
+  FormMessage,
 } from '@documenso/ui/primitives/form/form';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
 import {
   Select,
   SelectContent,
@@ -38,8 +43,10 @@ const ZTeamDocumentPreferencesFormSchema = z.object({
   documentVisibility: z.nativeEnum(DocumentVisibility),
   documentLanguage: z.enum(SUPPORTED_LANGUAGE_CODES),
   includeSenderDetails: z.boolean(),
-  typedSignatureEnabled: z.boolean(),
   includeSigningCertificate: z.boolean(),
+  signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(1, {
+    message: msg`At least one signature type must be enabled`.id,
+  }),
 });
 
 type TTeamDocumentPreferencesFormSchema = z.infer<typeof ZTeamDocumentPreferencesFormSchema>;
@@ -69,8 +76,8 @@ export const TeamDocumentPreferencesForm = ({
         ? settings?.documentLanguage
         : 'en',
       includeSenderDetails: settings?.includeSenderDetails ?? false,
-      typedSignatureEnabled: settings?.typedSignatureEnabled ?? true,
       includeSigningCertificate: settings?.includeSigningCertificate ?? true,
+      signatureTypes: extractTeamSignatureSettings(settings),
     },
     resolver: zodResolver(ZTeamDocumentPreferencesFormSchema),
   });
@@ -84,7 +91,7 @@ export const TeamDocumentPreferencesForm = ({
         documentLanguage,
         includeSenderDetails,
         includeSigningCertificate,
-        typedSignatureEnabled,
+        signatureTypes,
       } = data;
 
       await updateTeamDocumentPreferences({
@@ -93,8 +100,10 @@ export const TeamDocumentPreferencesForm = ({
           documentVisibility,
           documentLanguage,
           includeSenderDetails,
-          typedSignatureEnabled,
           includeSigningCertificate,
+          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
         },
       });
 
@@ -190,6 +199,44 @@ export const TeamDocumentPreferencesForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="signatureTypes"
+            render={({ field }) => (
+              <FormItem className="flex-1">
+                <FormLabel className="flex flex-row items-center">
+                  <Trans>Default Signature Settings</Trans>
+                  <DocumentSignatureSettingsTooltip />
+                </FormLabel>
+
+                <FormControl>
+                  <MultiSelectCombobox
+                    options={Object.values(DOCUMENT_SIGNATURE_TYPES).map((option) => ({
+                      label: _(option.label),
+                      value: option.value,
+                    }))}
+                    selectedValues={field.value}
+                    onChange={field.onChange}
+                    className="bg-background w-full"
+                    enableSearch={false}
+                    emptySelectionPlaceholder="Select signature types"
+                    testId="signature-types-combobox"
+                  />
+                </FormControl>
+
+                {form.formState.errors.signatureTypes ? (
+                  <FormMessage />
+                ) : (
+                  <FormDescription>
+                    <Trans>
+                      Controls which signatures are allowed to be used when signing a document.
+                    </Trans>
+                  </FormDescription>
+                )}
+              </FormItem>
+            )}
+          />
+
           <FormField
             control={form.control}
             name="includeSenderDetails"
@@ -238,36 +285,6 @@ export const TeamDocumentPreferencesForm = ({
             )}
           />
 
-          <FormField
-            control={form.control}
-            name="typedSignatureEnabled"
-            render={({ field }) => (
-              <FormItem className="flex-1">
-                <FormLabel>
-                  <Trans>Enable Typed Signature</Trans>
-                </FormLabel>
-
-                <div>
-                  <FormControl className="block">
-                    <Switch
-                      ref={field.ref}
-                      name={field.name}
-                      checked={field.value}
-                      onCheckedChange={field.onChange}
-                    />
-                  </FormControl>
-                </div>
-
-                <FormDescription>
-                  <Trans>
-                    Controls whether the recipients can sign the documents using a typed signature.
-                    Enable or disable the typed signature globally.
-                  </Trans>
-                </FormDescription>
-              </FormItem>
-            )}
-          />
-
           <FormField
             control={form.control}
             name="includeSigningCertificate"
@@ -301,7 +318,7 @@ export const TeamDocumentPreferencesForm = ({
 
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
-              <Trans>Save</Trans>
+              <Trans>Update</Trans>
             </Button>
           </div>
         </fieldset>

apps/remix/app/components/general/app-nav-desktop.tsx

@@ -76,7 +76,7 @@ export const AppNavDesktop = ({
 
       <Button
         variant="outline"
-        className="text-muted-foreground flex w-96 items-center justify-between rounded-lg"
+        className="text-muted-foreground flex w-full max-w-96 items-center justify-between rounded-lg"
         onClick={() => setIsCommandMenuOpen(true)}
       >
         <div className="flex items-center">

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

@@ -1,4 +1,4 @@
-import { useMemo, useState } from 'react';
+import { useEffect, useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import type { Field, Recipient, Signature } from '@prisma/client';
@@ -24,7 +24,6 @@ import type {
 } from '@documenso/trpc/server/field-router/schema';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import {
   DocumentFlowFormContainerContent,
   DocumentFlowFormContainerFooter,
@@ -35,7 +34,7 @@ import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/ty
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useStep } from '@documenso/ui/primitives/stepper';
 
 import { DocumentSigningCheckboxField } from '~/components/general/document-signing/document-signing-checkbox-field';
@@ -73,8 +72,7 @@ export const DirectTemplateSigningForm = ({
   template,
   onSubmit,
 }: DirectTemplateSigningFormProps) => {
-  const { fullName, signature, signatureValid, setFullName, setSignature } =
+  const { fullName, signature, setFullName, setSignature } = useRequiredDocumentSigningContext();
-    useRequiredDocumentSigningContext();
 
   const [localFields, setLocalFields] = useState<DirectTemplateLocalField[]>(directRecipientFields);
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
@@ -91,7 +89,7 @@ export const DirectTemplateSigningForm = ({
 
         const tempField: DirectTemplateLocalField = {
           ...field,
-          customText: value.value,
+          customText: value.value ?? '',
           inserted: true,
           signedValue: value,
         };
@@ -102,8 +100,8 @@ export const DirectTemplateSigningForm = ({
             created: new Date(),
             recipientId: 1,
             fieldId: 1,
-            signatureImageAsBase64: value.value.startsWith('data:') ? value.value : null,
+            signatureImageAsBase64: value.value?.startsWith('data:') ? value.value : null,
-            typedSignature: value.value.startsWith('data:') ? null : value.value,
+            typedSignature: value.value && !value.value.startsWith('data:') ? value.value : null,
           } satisfies Signature;
         }
 
@@ -135,8 +133,6 @@ export const DirectTemplateSigningForm = ({
     );
   };
 
-  const hasSignatureField = localFields.some((field) => field.type === FieldType.SIGNATURE);
-
   const uninsertedFields = useMemo(() => {
     return sortFieldsByPosition(localFields.filter((field) => !field.inserted));
   }, [localFields]);
@@ -149,10 +145,6 @@ export const DirectTemplateSigningForm = ({
   const handleSubmit = async () => {
     setValidateUninsertedFields(true);
 
-    if (hasSignatureField && !signatureValid) {
-      return;
-    }
-
     const isFieldsValid = validateFieldsInserted(localFields);
 
     if (!isFieldsValid) {
@@ -170,6 +162,55 @@ export const DirectTemplateSigningForm = ({
     // Do not reset to false since we do a redirect.
   };
 
+  useEffect(() => {
+    const updatedFields = [...localFields];
+
+    localFields.forEach((field) => {
+      const index = updatedFields.findIndex((f) => f.id === field.id);
+      let value = '';
+
+      match(field.type)
+        .with(FieldType.TEXT, () => {
+          const meta = field.fieldMeta ? ZTextFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.text ?? '';
+          }
+        })
+        .with(FieldType.NUMBER, () => {
+          const meta = field.fieldMeta ? ZNumberFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.value ?? '';
+          }
+        })
+        .with(FieldType.DROPDOWN, () => {
+          const meta = field.fieldMeta ? ZDropdownFieldMeta.safeParse(field.fieldMeta) : null;
+
+          if (meta?.success) {
+            value = meta.data.defaultValue ?? '';
+          }
+        });
+
+      if (value) {
+        const signedValue = {
+          token: directRecipient.token,
+          fieldId: field.id,
+          value,
+        };
+
+        updatedFields[index] = {
+          ...field,
+          customText: value,
+          inserted: true,
+          signedValue,
+        };
+      }
+    });
+
+    setLocalFields(updatedFields);
+  }, []);
+
   return (
     <DocumentSigningRecipientProvider recipient={directRecipient}>
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
@@ -191,6 +232,8 @@ export const DirectTemplateSigningForm = ({
                   onSignField={onSignField}
                   onUnsignField={onUnsignField}
                   typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
+                  uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
+                  drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
                 />
               ))
               .with(FieldType.INITIALS, () => (
@@ -335,19 +378,15 @@ export const DirectTemplateSigningForm = ({
                 <Trans>Signature</Trans>
               </Label>
 
-              <Card className="mt-2" gradient degrees={-120}>
+              <SignaturePadDialog
-                <CardContent className="p-0">
+                className="mt-2"
-                  <SignaturePad
+                disabled={isSubmitting}
-                    className="h-44 w-full"
+                value={signature ?? ''}
-                    disabled={isSubmitting}
+                onChange={(value) => setSignature(value)}
-                    defaultValue={signature ?? undefined}
+                typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
-                    onChange={(value) => {
+                uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
-                      setSignature(value);
+                drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
-                    }}
+              />
-                    allowTypedSignature={template.templateMeta?.typedSignatureEnabled}
-                  />
-                </CardContent>
-              </Card>
             </div>
           </div>
         </div>

apps/remix/app/components/general/document-signing/document-signing-checkbox-field.tsx

@@ -97,6 +97,10 @@ export const DocumentSigningCheckboxField = ({
 
   const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
+      if (!isLengthConditionMet) {
+        return;
+      }
+
       const payload: TSignFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
@@ -194,18 +198,30 @@ export const DocumentSigningCheckboxField = ({
 
       setCheckedValues(updatedValues);
 
-      await removeSignedFieldWithToken({
+      const removePayload: TRemovedSignedFieldWithTokenMutationSchema = {
         token: recipient.token,
         fieldId: field.id,
-      });
+      };
 
-      if (updatedValues.length > 0) {
+      if (onUnsignField) {
-        await signFieldWithToken({
+        await onUnsignField(removePayload);
+      } else {
+        await removeSignedFieldWithToken(removePayload);
+      }
+
+      if (updatedValues.length > 0 && shouldAutoSignField) {
+        const signPayload: TSignFieldWithTokenMutationSchema = {
           token: recipient.token,
           fieldId: field.id,
           value: toCheckboxValue(updatedValues),
           isBase64: true,
-        });
+        };
+
+        if (onSignField) {
+          await onSignField(signPayload);
+        } else {
+          await signFieldWithToken(signPayload);
+        }
       }
     } catch (err) {
       console.error(err);

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

@@ -3,6 +3,7 @@ import { useMemo, useState } from 'react';
 import { Trans } from '@lingui/react/macro';
 import type { Field } from '@prisma/client';
 import { RecipientRole } from '@prisma/client';
+import { match } from 'ts-pattern';
 
 import { fieldsContainUnsignedRequiredField } from '@documenso/lib/utils/advanced-fields-helpers';
 import { Button } from '@documenso/ui/primitives/button';
@@ -58,62 +59,88 @@ export const DocumentSigningCompleteDialog = ({
           loading={isSubmitting}
           disabled={disabled}
         >
-          {isComplete ? <Trans>Complete</Trans> : <Trans>Next field</Trans>}
+          {match({ isComplete, role })
+            .with({ isComplete: false }, () => <Trans>Next field</Trans>)
+            .with({ isComplete: true, role: RecipientRole.APPROVER }, () => <Trans>Approve</Trans>)
+            .with({ isComplete: true, role: RecipientRole.VIEWER }, () => (
+              <Trans>Mark as viewed</Trans>
+            ))
+            .with({ isComplete: true }, () => <Trans>Complete</Trans>)
+            .exhaustive()}
         </Button>
       </DialogTrigger>
 
       <DialogContent>
         <DialogTitle>
           <div className="text-foreground text-xl font-semibold">
-            {role === RecipientRole.VIEWER && <Trans>Complete Viewing</Trans>}
+            {match(role)
-            {role === RecipientRole.SIGNER && <Trans>Complete Signing</Trans>}
+              .with(RecipientRole.VIEWER, () => <Trans>Complete Viewing</Trans>)
-            {role === RecipientRole.APPROVER && <Trans>Complete Approval</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]">
-          {role === RecipientRole.VIEWER && (
+          {match(role)
-            <span>
+            .with(RecipientRole.VIEWER, () => (
-              <Trans>
+              <span>
-                <span className="inline-flex flex-wrap">
+                <Trans>
-                  You are about to complete viewing "
+                  <span className="inline-flex flex-wrap">
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
+                    You are about to complete viewing "
-                    {documentTitle}
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
+                      {documentTitle}
+                    </span>
+                    ".
                   </span>
-                  ".
+                  <br /> Are you sure?
-                </span>
+                </Trans>
-                <br /> Are you sure?
+              </span>
-              </Trans>
+            ))
-            </span>
+            .with(RecipientRole.SIGNER, () => (
-          )}
+              <span>
-          {role === RecipientRole.SIGNER && (
+                <Trans>
-            <span>
+                  <span className="inline-flex flex-wrap">
-              <Trans>
+                    You are about to complete signing "
-                <span className="inline-flex flex-wrap">
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
-                  You are about to complete signing "
+                      {documentTitle}
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
+                    </span>
-                    {documentTitle}
+                    ".
                   </span>
-                  ".
+                  <br /> Are you sure?
-                </span>
+                </Trans>
-                <br /> Are you sure?
+              </span>
-              </Trans>
+            ))
-            </span>
+            .with(RecipientRole.APPROVER, () => (
-          )}
+              <span>
-          {role === RecipientRole.APPROVER && (
+                <Trans>
-            <span>
+                  <span className="inline-flex flex-wrap">
-              <Trans>
+                    You are about to complete approving{' '}
-                <span className="inline-flex flex-wrap">
+                    <span className="inline-block max-w-[11rem] truncate align-baseline">
-                  You are about to complete approving{' '}
+                      "{documentTitle}"
-                  <span className="inline-block max-w-[11rem] truncate align-baseline">
+                    </span>
-                    "{documentTitle}"
+                    .
                   </span>
-                  .
+                  <br /> Are you sure?
-                </span>
+                </Trans>
-                <br /> Are you sure?
+              </span>
-              </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>
 
         <DocumentSigningDisclosure className="mt-4" />
@@ -138,9 +165,13 @@ export const DocumentSigningCompleteDialog = ({
               loading={isSubmitting}
               onClick={onSignatureComplete}
             >
-              {role === RecipientRole.VIEWER && <Trans>Mark as Viewed</Trans>}
+              {match(role)
-              {role === RecipientRole.SIGNER && <Trans>Sign</Trans>}
+                .with(RecipientRole.VIEWER, () => <Trans>Mark as Viewed</Trans>)
-              {role === RecipientRole.APPROVER && <Trans>Approve</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>

apps/remix/app/components/general/document-signing/document-signing-field-container.tsx

@@ -181,6 +181,23 @@ export const DocumentSigningFieldContainer = ({
           </button>
         )}
 
+        {(field.type === FieldType.RADIO || field.type === FieldType.CHECKBOX) &&
+          field.fieldMeta?.label && (
+            <div
+              className={cn(
+                'absolute -top-16 left-0 right-0 rounded-md p-2 text-center text-xs text-gray-700',
+                {
+                  'bg-foreground/5 border-border border': !field.inserted,
+                },
+                {
+                  'bg-documenso-200 border-primary border': field.inserted,
+                },
+              )}
+            >
+              {field.fieldMeta.label}
+            </div>
+          )}
+
         {children}
       </FieldRootContainer>
     </div>

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

@@ -18,11 +18,10 @@ import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { RadioGroup, RadioGroupItem } from '@documenso/ui/primitives/radio-group';
-import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
+import { SignaturePadDialog } from '@documenso/ui/primitives/signature-pad/signature-pad-dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { AssistantConfirmationDialog } from '../../dialogs/assistant-confirmation-dialog';
@@ -59,8 +58,7 @@ export const DocumentSigningForm = ({
 
   const assistantSignersId = useId();
 
-  const { fullName, signature, setFullName, setSignature, signatureValid, setSignatureValid } =
+  const { fullName, signature, setFullName, setSignature } = useRequiredDocumentSigningContext();
-    useRequiredDocumentSigningContext();
 
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
   const [isConfirmationDialogOpen, setIsConfirmationDialogOpen] = useState(false);
@@ -105,10 +103,6 @@ export const DocumentSigningForm = ({
 
     const isFieldsValid = validateFieldsInserted(fieldsRequiringValidation);
 
-    if (hasSignatureField && !signatureValid) {
-      return;
-    }
-
     if (!isFieldsValid) {
       return;
     }
@@ -313,7 +307,11 @@ export const DocumentSigningForm = ({
             <>
               <form onSubmit={handleSubmit(onFormSubmit)}>
                 <p className="text-muted-foreground mt-2 text-sm">
-                  <Trans>Please review the document before signing.</Trans>
+                  {recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
+                    <Trans>Please review the document before approving.</Trans>
+                  ) : (
+                    <Trans>Please review the document before signing.</Trans>
+                  )}
                 </p>
 
                 <hr className="border-border mb-8 mt-4" />
@@ -337,38 +335,23 @@ export const DocumentSigningForm = ({
                       />
                     </div>
 
-                    <div>
+                    {hasSignatureField && (
-                      <Label htmlFor="Signature">
+                      <div>
-                        <Trans>Signature</Trans>
+                        <Label htmlFor="Signature">
-                      </Label>
+                          <Trans>Signature</Trans>
+                        </Label>
 
-                      <Card className="mt-2" gradient degrees={-120}>
+                        <SignaturePadDialog
-                        <CardContent className="p-0">
+                          className="mt-2"
-                          <SignaturePad
+                          disabled={isSubmitting}
-                            className="h-44 w-full"
+                          value={signature ?? ''}
-                            disabled={isSubmitting}
+                          onChange={(v) => setSignature(v ?? '')}
-                            defaultValue={signature ?? undefined}
+                          typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
-                            onValidityChange={(isValid) => {
+                          uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
-                              setSignatureValid(isValid);
+                          drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
-                            }}
+                        />
-                            onChange={(value) => {
+                      </div>
-                              if (signatureValid) {
+                    )}
-                                setSignature(value);
-                              }
-                            }}
-                            allowTypedSignature={document.documentMeta?.typedSignatureEnabled}
-                          />
-                        </CardContent>
-                      </Card>
-
-                      {hasSignatureField && !signatureValid && (
-                        <div className="text-destructive mt-2 text-sm">
-                          <Trans>
-                            Signature is too small. Please provide a more complete signature.
-                          </Trans>
-                        </div>
-                      )}
-                    </div>
                   </div>
 
                   <div className="flex flex-col gap-4 md:flex-row">

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

@@ -177,6 +177,8 @@ export const DocumentSigningPageView = ({
                     key={field.id}
                     field={field}
                     typedSignatureEnabled={documentMeta?.typedSignatureEnabled}
+                    uploadSignatureEnabled={documentMeta?.uploadSignatureEnabled}
+                    drawSignatureEnabled={documentMeta?.drawSignatureEnabled}
                   />
                 ))
                 .with(FieldType.INITIALS, () => (

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

@@ -1,4 +1,6 @@
-import { createContext, useContext, useEffect, useState } from 'react';
+import { createContext, useContext, useState } from 'react';
+
+import { isBase64Image } from '@documenso/lib/constants/signatures';
 
 export type DocumentSigningContextValue = {
   fullName: string;
@@ -7,8 +9,6 @@ export type DocumentSigningContextValue = {
   setEmail: (_value: string) => void;
   signature: string | null;
   setSignature: (_value: string | null) => void;
-  signatureValid: boolean;
-  setSignatureValid: (_valid: boolean) => void;
 };
 
 const DocumentSigningContext = createContext<DocumentSigningContextValue | null>(null);
@@ -31,6 +31,9 @@ export interface DocumentSigningProviderProps {
   fullName?: string | null;
   email?: string | null;
   signature?: string | null;
+  typedSignatureEnabled?: boolean;
+  uploadSignatureEnabled?: boolean;
+  drawSignatureEnabled?: boolean;
   children: React.ReactNode;
 }
 
@@ -38,18 +41,31 @@ export const DocumentSigningProvider = ({
   fullName: initialFullName,
   email: initialEmail,
   signature: initialSignature,
+  typedSignatureEnabled = true,
+  uploadSignatureEnabled = true,
+  drawSignatureEnabled = true,
   children,
 }: DocumentSigningProviderProps) => {
   const [fullName, setFullName] = useState(initialFullName || '');
   const [email, setEmail] = useState(initialEmail || '');
-  const [signature, setSignature] = useState(initialSignature || null);
-  const [signatureValid, setSignatureValid] = useState(true);
 
-  useEffect(() => {
+  // Ensure the user signature doesn't show up if it's not allowed.
-    if (initialSignature) {
+  const [signature, setSignature] = useState(
-      setSignature(initialSignature);
+    (() => {
-    }
+      const sig = initialSignature || '';
-  }, [initialSignature]);
+      const isBase64 = isBase64Image(sig);
+
+      if (isBase64 && (uploadSignatureEnabled || drawSignatureEnabled)) {
+        return sig;
+      }
+
+      if (!isBase64 && typedSignatureEnabled) {
+        return sig;
+      }
+
+      return null;
+    })(),
+  );
 
   return (
     <DocumentSigningContext.Provider
@@ -60,8 +76,6 @@ export const DocumentSigningProvider = ({
         setEmail,
         signature,
         setSignature,
-        signatureValid,
-        setSignatureValid,
       }}
     >
       {children}

apps/remix/app/components/general/document-signing/document-signing-signature-field.tsx

@@ -17,7 +17,6 @@ import type {
 } from '@documenso/trpc/server/field-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
-import { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -29,11 +28,14 @@ import { useRequiredDocumentSigningContext } from './document-signing-provider';
 import { useDocumentSigningRecipientContext } from './document-signing-recipient-provider';
 
 type SignatureFieldState = 'empty' | 'signed-image' | 'signed-text';
+
 export type DocumentSigningSignatureFieldProps = {
   field: FieldWithSignature;
   onSignField?: (value: TSignFieldWithTokenMutationSchema) => Promise<void> | void;
   onUnsignField?: (value: TRemovedSignedFieldWithTokenMutationSchema) => Promise<void> | void;
   typedSignatureEnabled?: boolean;
+  uploadSignatureEnabled?: boolean;
+  drawSignatureEnabled?: boolean;
 };
 
 export const DocumentSigningSignatureField = ({
@@ -41,6 +43,8 @@ export const DocumentSigningSignatureField = ({
   onSignField,
   onUnsignField,
   typedSignatureEnabled,
+  uploadSignatureEnabled,
+  drawSignatureEnabled,
 }: DocumentSigningSignatureFieldProps) => {
   const { _ } = useLingui();
   const { toast } = useToast();
@@ -52,12 +56,8 @@ export const DocumentSigningSignatureField = ({
   const containerRef = useRef<HTMLDivElement>(null);
   const [fontSize, setFontSize] = useState(2);
 
-  const {
+  const { signature: providedSignature, setSignature: setProvidedSignature } =
-    signature: providedSignature,
+    useRequiredDocumentSigningContext();
-    setSignature: setProvidedSignature,
-    signatureValid,
-    setSignatureValid,
-  } = useRequiredDocumentSigningContext();
 
   const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
 
@@ -89,7 +89,7 @@ export const DocumentSigningSignatureField = ({
   }, [field.inserted, signature?.signatureImageAsBase64]);
 
   const onPreSign = () => {
-    if (!providedSignature || !signatureValid) {
+    if (!providedSignature) {
       setShowSignatureModal(true);
       return false;
     }
@@ -102,6 +102,7 @@ export const DocumentSigningSignatureField = ({
   const onDialogSignClick = () => {
     setShowSignatureModal(false);
     setProvidedSignature(localSignature);
+
     if (!localSignature) {
       return;
     }
@@ -116,14 +117,14 @@ export const DocumentSigningSignatureField = ({
     try {
       const value = signature || providedSignature;
 
-      if (!value || (signature && !signatureValid)) {
+      if (!value) {
         setShowSignatureModal(true);
         return;
       }
 
       const isTypedSignature = !value.startsWith('data:image');
 
-      if (isTypedSignature && !typedSignatureEnabled) {
+      if (isTypedSignature && typedSignatureEnabled === false) {
         toast({
           title: _(msg`Error`),
           description: _(msg`Typed signatures are not allowed. Please draw your signature.`),
@@ -275,29 +276,14 @@ export const DocumentSigningSignatureField = ({
             </Trans>
           </DialogTitle>
 
-          <div className="">
+          <SignaturePad
-            <Label htmlFor="signature">
+            className="mt-2"
-              <Trans>Signature</Trans>
+            value={localSignature ?? ''}
-            </Label>
+            onChange={({ value }) => setLocalSignature(value)}
-
+            typedSignatureEnabled={typedSignatureEnabled}
-            <div className="border-border mt-2 rounded-md border">
+            uploadSignatureEnabled={uploadSignatureEnabled}
-              <SignaturePad
+            drawSignatureEnabled={drawSignatureEnabled}
-                id="signature"
+          />
-                className="h-44 w-full"
-                onChange={(value) => setLocalSignature(value)}
-                allowTypedSignature={typedSignatureEnabled}
-                onValidityChange={(isValid) => {
-                  setSignatureValid(isValid);
-                }}
-              />
-            </div>
-
-            {!signatureValid && (
-              <div className="text-destructive mt-2 text-sm">
-                <Trans>Signature is too small. Please provide a more complete signature.</Trans>
-              </div>
-            )}
-          </div>
 
           <DocumentSigningDisclosure />
 
@@ -317,7 +303,7 @@ export const DocumentSigningSignatureField = ({
               <Button
                 type="button"
                 className="flex-1"
-                disabled={!localSignature || !signatureValid}
+                disabled={!localSignature}
                 onClick={() => onDialogSignClick()}
               >
                 <Trans>Sign</Trans>

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

@@ -1,9 +1,10 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import { DocumentStatus } from '@prisma/client';
+import type { DocumentStatus } from '@prisma/client';
 import { DownloadIcon } from 'lucide-react';
 
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -76,7 +77,7 @@ export const DocumentCertificateDownloadButton = ({
       className={cn('w-full sm:w-auto', className)}
       loading={isPending}
       variant="outline"
-      disabled={documentStatus !== DocumentStatus.COMPLETED}
+      disabled={!isDocumentCompleted(documentStatus)}
       onClick={() => void onDownloadCertificatesClick()}
     >
       {!isPending && <DownloadIcon className="mr-1.5 h-4 w-4" />}

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

@@ -5,6 +5,7 @@ import { useLingui } from '@lingui/react';
 import { DocumentDistributionMethod, DocumentStatus } from '@prisma/client';
 import { useNavigate, useSearchParams } from 'react-router';
 
+import { DocumentSignatureType } from '@documenso/lib/constants/document';
 import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
 import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
@@ -71,7 +72,7 @@ export const DocumentEditForm = ({
 
   const { recipients, fields } = document;
 
-  const { mutateAsync: updateDocument } = trpc.document.setSettingsForDocument.useMutation({
+  const { mutateAsync: updateDocument } = trpc.document.updateDocument.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: (newData) => {
       utils.document.getDocumentWithDetailsById.setData(
@@ -174,7 +175,7 @@ export const DocumentEditForm = ({
 
   const onAddSettingsFormSubmit = async (data: TAddSettingsFormSchema) => {
     try {
-      const { timezone, dateFormat, redirectUrl, language } = data.meta;
+      const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
 
       await updateDocument({
         documentId: document.id,
@@ -190,6 +191,9 @@ export const DocumentEditForm = ({
           dateFormat,
           redirectUrl,
           language: isValidLanguageCode(language) ? language : undefined,
+          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
         },
       });
 
@@ -242,14 +246,6 @@ export const DocumentEditForm = ({
         fields: data.fields,
       });
 
-      await updateDocument({
-        documentId: document.id,
-
-        meta: {
-          typedSignatureEnabled: data.typedSignatureEnabled,
-        },
-      });
-
       // Clear all field data from localStorage
       for (let i = 0; i < localStorage.length; i++) {
         const key = localStorage.key(i);
@@ -378,7 +374,6 @@ export const DocumentEditForm = ({
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
-              typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
               teamId={team?.id}
             />
 

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

@@ -9,6 +9,7 @@ import { match } from 'ts-pattern';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+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';
@@ -32,7 +33,7 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
 
   const isRecipient = !!recipient;
   const isPending = document.status === DocumentStatus.PENDING;
-  const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(document);
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
 

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

@@ -20,6 +20,7 @@ import { useNavigate } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
@@ -63,7 +64,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
   const isDraft = document.status === DocumentStatus.DRAFT;
   const isPending = document.status === DocumentStatus.PENDING;
   const isDeleted = document.deletedAt !== null;
-  const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(document);
   const isCurrentTeamDocument = team && document.team?.url === team.url;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);
 

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

@@ -17,6 +17,7 @@ import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatSigningLink } from '@documenso/lib/utils/recipients';
 import { CopyTextButton } from '@documenso/ui/components/common/copy-text-button';
 import { SignatureIcon } from '@documenso/ui/icons/signature';
@@ -48,7 +49,7 @@ export const DocumentPageViewRecipients = ({
           <Trans>Recipients</Trans>
         </h1>
 
-        {document.status !== DocumentStatus.COMPLETED && (
+        {!isDocumentCompleted(document.status) && (
           <Link
             to={`${documentRootPath}/${document.id}/edit?step=signers`}
             title={_(msg`Modify recipients`)}

apps/remix/app/components/general/document/document-status.tsx

@@ -3,7 +3,7 @@ import type { HTMLAttributes } from 'react';
 import type { MessageDescriptor } from '@lingui/core';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { CheckCircle2, Clock, File } from 'lucide-react';
+import { CheckCircle2, Clock, File, XCircle } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 
 import type { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
@@ -36,6 +36,12 @@ export const FRIENDLY_STATUS_MAP: Record<ExtendedDocumentStatus, FriendlyStatus>
     icon: File,
     color: 'text-yellow-500 dark:text-yellow-200',
   },
+  REJECTED: {
+    label: msg`Rejected`,
+    labelExtended: msg`Document rejected`,
+    icon: XCircle,
+    color: 'text-red-500 dark:text-red-300',
+  },
   INBOX: {
     label: msg`Inbox`,
     labelExtended: msg`Document inbox`,

apps/remix/app/components/general/generic-error-layout.tsx

@@ -62,7 +62,7 @@ export const GenericErrorLayout = ({
   const team = useOptionalCurrentTeam();
 
   const { subHeading, heading, message } =
-    errorCodeMap[errorCode || 404] ?? defaultErrorCodeMap[500];
+    errorCodeMap[errorCode || 500] ?? defaultErrorCodeMap[500];
 
   return (
     <div className="fixed inset-0 z-0 flex h-screen w-screen items-center justify-center">

apps/remix/app/components/general/refresh-on-focus.tsx

@@ -2,6 +2,9 @@ import { useCallback, useEffect } from 'react';
 
 import { useRevalidator } from 'react-router';
 
+/**
+ * Not really used anymore, this causes random 500s when the user refreshes while this occurs.
+ */
 export const RefreshOnFocus = () => {
   const { revalidate, state } = useRevalidator();
 

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

@@ -4,6 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { useNavigate } from 'react-router';
 
+import { DocumentSignatureType } from '@documenso/lib/constants/document';
 import { isValidLanguageCode } from '@documenso/lib/constants/i18n';
 import {
   DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
@@ -124,6 +125,8 @@ export const TemplateEditForm = ({
   });
 
   const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
+    const { signatureTypes } = data.meta;
+
     try {
       await updateTemplateSettings({
         templateId: template.id,
@@ -136,6 +139,9 @@ export const TemplateEditForm = ({
         },
         meta: {
           ...data.meta,
+          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
           language: isValidLanguageCode(data.meta.language) ? data.meta.language : undefined,
         },
       });
@@ -187,13 +193,6 @@ export const TemplateEditForm = ({
         fields: data.fields,
       });
 
-      await updateTemplateSettings({
-        templateId: template.id,
-        meta: {
-          typedSignatureEnabled: data.typedSignatureEnabled,
-        },
-      });
-
       // Clear all field data from localStorage
       for (let i = 0; i < localStorage.length; i++) {
         const key = localStorage.key(i);
@@ -284,7 +283,6 @@ export const TemplateEditForm = ({
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
               teamId={team?.id}
-              typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
             />
           </Stepper>
         </DocumentFlowFormContainer>

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

@@ -9,6 +9,7 @@ import { match } from 'ts-pattern';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+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';
@@ -37,7 +38,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
   const isRecipient = !!recipient;
   const isDraft = row.status === DocumentStatus.DRAFT;
   const isPending = row.status === DocumentStatus.PENDING;
-  const isComplete = row.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(row.status);
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const role = recipient?.role;
   const isCurrentTeamDocument = team && row.team?.url === team.url;

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

@@ -22,6 +22,7 @@ import { Link } from 'react-router';
 
 import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
@@ -66,7 +67,7 @@ export const DocumentsTableActionDropdown = ({ row }: DocumentsTableActionDropdo
   // const isRecipient = !!recipient;
   const isDraft = row.status === DocumentStatus.DRAFT;
   const isPending = row.status === DocumentStatus.PENDING;
-  const isComplete = row.status === DocumentStatus.COMPLETED;
+  const isComplete = isDocumentCompleted(row.status);
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const isCurrentTeamDocument = team && row.team?.url === team.url;
   const canManageDocument = Boolean(isOwner || isCurrentTeamDocument);

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

@@ -9,8 +9,8 @@ import { match } from 'ts-pattern';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import { useSession } from '@documenso/lib/client-only/providers/session';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import type { TFindDocumentsResponse } from '@documenso/trpc/server/document-router/schema';
 import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
 import { DataTable } from '@documenso/ui/primitives/data-table';
@@ -77,7 +77,7 @@ export const DocumentsTable = ({ data, isLoading, isLoadingError }: DocumentsTab
       {
         header: _(msg`Actions`),
         cell: ({ row }) =>
-          (!row.original.deletedAt || row.original.status === ExtendedDocumentStatus.COMPLETED) && (
+          (!row.original.deletedAt || isDocumentCompleted(row.original.status)) && (
             <div className="flex items-center gap-x-4">
               <DocumentsTableActionButton row={row.original} />
               <DocumentsTableActionDropdown row={row.original} />

apps/remix/app/root.tsx

@@ -1,7 +1,6 @@
 import { useEffect } from 'react';
 
 import Plausible from 'plausible-tracker';
-import posthog from 'posthog-js';
 import {
   Links,
   Meta,
@@ -28,7 +27,6 @@ import { TooltipProvider } from '@documenso/ui/primitives/tooltip';
 import type { Route } from './+types/root';
 import stylesheet from './app.css?url';
 import { GenericErrorLayout } from './components/general/generic-error-layout';
-import { RefreshOnFocus } from './components/general/refresh-on-focus';
 import { langCookie } from './storage/lang-cookie.server';
 import { themeSessionResolver } from './storage/theme-session.server';
 import { appMetaTags } from './utils/meta';
@@ -160,8 +158,6 @@ export function LayoutContent({ children }: { children: React.ReactNode }) {
         <ScrollRestoration />
         <Scripts />
 
-        <RefreshOnFocus />
-
         <script
           dangerouslySetInnerHTML={{
             __html: `window.__ENV__ = ${JSON.stringify(publicEnv)}`,
@@ -181,7 +177,6 @@ export function ErrorBoundary({ error }: Route.ErrorBoundaryProps) {
 
   if (errorCode !== 404) {
     console.error('[RootErrorBoundary]', error);
-    posthog.captureException(error);
   }
 
   return <GenericErrorLayout errorCode={errorCode} />;

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

@@ -103,7 +103,9 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
                 variant="outline"
                 loading={isResealDocumentLoading}
                 disabled={document.recipients.some(
-                  (recipient) => recipient.signingStatus !== SigningStatus.SIGNED,
+                  (recipient) =>
+                    recipient.signingStatus !== SigningStatus.SIGNED &&
+                    recipient.signingStatus !== SigningStatus.REJECTED,
                 )}
                 onClick={() => resealDocument({ id: document.id })}
               >

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

@@ -220,6 +220,9 @@ export default function DocumentPage() {
                   .with(DocumentStatus.COMPLETED, () => (
                     <Trans>This document has been signed by all recipients</Trans>
                   ))
+                  .with(DocumentStatus.REJECTED, () => (
+                    <Trans>This document has been rejected by a recipient</Trans>
+                  ))
                   .with(DocumentStatus.DRAFT, () => (
                     <Trans>This document is currently a draft and has not been sent</Trans>
                   ))

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

@@ -1,5 +1,5 @@
 import { Plural, Trans } from '@lingui/react/macro';
-import { DocumentStatus as InternalDocumentStatus, TeamMemberRole } from '@prisma/client';
+import { TeamMemberRole } from '@prisma/client';
 import { ChevronLeft, Users2 } from 'lucide-react';
 import { Link, redirect } from 'react-router';
 import { match } from 'ts-pattern';
@@ -9,6 +9,7 @@ import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-ent
 import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
 import { type TGetTeamByUrlResponse, getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 
 import { DocumentEditForm } from '~/components/general/document/document-edit-form';
@@ -71,7 +72,7 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(documentRootPath);
   }
 
-  if (document.status === InternalDocumentStatus.COMPLETED) {
+  if (isDocumentCompleted(document.status)) {
     throw redirect(`${documentRootPath}/${documentId}`);
   }
 

apps/remix/app/routes/_authenticated+/documents.$id.logs.tsx

@@ -129,7 +129,7 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
         <Trans>Document</Trans>
       </Link>
 
-      <div className="flex flex-col justify-between truncate sm:flex-row">
+      <div className="flex flex-col">
         <div>
           <h1
             className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
@@ -137,7 +137,8 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
           >
             {document.title}
           </h1>
-
+        </div>
+        <div className="mt-1 flex flex-col justify-between sm:flex-row">
           <div className="mt-2.5 flex items-center gap-x-6">
             <DocumentStatusComponent
               inheritColor
@@ -145,16 +146,15 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
               className="text-muted-foreground"
             />
           </div>
-        </div>
+          <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+            <DocumentCertificateDownloadButton
+              className="mr-2"
+              documentId={document.id}
+              documentStatus={document.status}
+            />
 
-        <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+            <DocumentAuditLogDownloadButton documentId={document.id} />
-          <DocumentCertificateDownloadButton
+          </div>
-            className="mr-2"
-            documentId={document.id}
-            documentStatus={document.status}
-          />
-
-          <DocumentAuditLogDownloadButton documentId={document.id} />
         </div>
       </div>
 
@@ -163,7 +163,7 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
           {documentInformation.map((info, i) => (
             <div className="text-foreground text-sm" key={i}>
               <h3 className="font-semibold">{_(info.description)}</h3>
-              <p className="text-muted-foreground">{info.value}</p>
+              <p className="text-muted-foreground truncate">{info.value}</p>
             </div>
           ))}
 

apps/remix/app/routes/_authenticated+/documents._index.tsx

@@ -50,6 +50,7 @@ export default function DocumentsPage() {
     [ExtendedDocumentStatus.DRAFT]: 0,
     [ExtendedDocumentStatus.PENDING]: 0,
     [ExtendedDocumentStatus.COMPLETED]: 0,
+    [ExtendedDocumentStatus.REJECTED]: 0,
     [ExtendedDocumentStatus.INBOX]: 0,
     [ExtendedDocumentStatus.ALL]: 0,
   });

apps/remix/app/routes/_internal+/[__htmltopdf]+/certificate.tsx

@@ -1,6 +1,6 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { FieldType } from '@prisma/client';
+import { FieldType, SigningStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 import { redirect } from 'react-router';
 import { match } from 'ts-pattern';
@@ -159,6 +159,13 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
           log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED &&
           log.data.recipientId === recipientId,
       ),
+      [DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED]: auditLogs[
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED
+      ].filter(
+        (log) =>
+          log.type === DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED &&
+          log.data.recipientId === recipientId,
+      ),
     };
   };
 
@@ -282,25 +289,42 @@ export default function SigningCertificate({ loaderData }: Route.ComponentProps)
                           </span>
                         </p>
 
-                        <p className="text-muted-foreground text-sm print:text-xs">
+                        {logs.DOCUMENT_RECIPIENT_REJECTED[0] ? (
-                          <span className="font-medium">{_(msg`Signed`)}:</span>{' '}
+                          <p className="text-muted-foreground text-sm print:text-xs">
-                          <span className="inline-block">
+                            <span className="font-medium">{_(msg`Rejected`)}:</span>{' '}
-                            {logs.DOCUMENT_RECIPIENT_COMPLETED[0]
+                            <span className="inline-block">
-                              ? DateTime.fromJSDate(logs.DOCUMENT_RECIPIENT_COMPLETED[0].createdAt)
+                              {logs.DOCUMENT_RECIPIENT_REJECTED[0]
-                                  .setLocale(APP_I18N_OPTIONS.defaultLocale)
+                                ? DateTime.fromJSDate(logs.DOCUMENT_RECIPIENT_REJECTED[0].createdAt)
-                                  .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
+                                    .setLocale(APP_I18N_OPTIONS.defaultLocale)
-                              : _(msg`Unknown`)}
+                                    .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
-                          </span>
+                                : _(msg`Unknown`)}
-                        </p>
+                            </span>
+                          </p>
+                        ) : (
+                          <p className="text-muted-foreground text-sm print:text-xs">
+                            <span className="font-medium">{_(msg`Signed`)}:</span>{' '}
+                            <span className="inline-block">
+                              {logs.DOCUMENT_RECIPIENT_COMPLETED[0]
+                                ? DateTime.fromJSDate(
+                                    logs.DOCUMENT_RECIPIENT_COMPLETED[0].createdAt,
+                                  )
+                                    .setLocale(APP_I18N_OPTIONS.defaultLocale)
+                                    .toFormat('yyyy-MM-dd hh:mm:ss a (ZZZZ)')
+                                : _(msg`Unknown`)}
+                            </span>
+                          </p>
+                        )}
 
                         <p className="text-muted-foreground text-sm print:text-xs">
                           <span className="font-medium">{_(msg`Reason`)}:</span>{' '}
                           <span className="inline-block">
-                            {_(
+                            {recipient.signingStatus === SigningStatus.REJECTED
-                              isOwner(recipient.email)
+                              ? recipient.rejectionReason
-                                ? FRIENDLY_SIGNING_REASONS['__OWNER__']
+                              : _(
-                                : FRIENDLY_SIGNING_REASONS[recipient.role],
+                                  isOwner(recipient.email)
-                            )}
+                                    ? FRIENDLY_SIGNING_REASONS['__OWNER__']
+                                    : FRIENDLY_SIGNING_REASONS[recipient.role],
+                                )}
                           </span>
                         </p>
                       </div>

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

@@ -4,7 +4,7 @@ import { msg } from '@lingui/core/macro';
 import { Trans } from '@lingui/react/macro';
 import { PlusIcon } from 'lucide-react';
 import { ChevronLeft } from 'lucide-react';
-import { Link, Outlet } from 'react-router';
+import { Link, Outlet, isRouteErrorResponse } from 'react-router';
 
 import LogoIcon from '@documenso/assets/logo_icon.png';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
@@ -16,6 +16,8 @@ import { BrandingLogo } from '~/components/general/branding-logo';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { appMetaTags } from '~/utils/meta';
 
+import type { Route } from './+types/_layout';
+
 export function meta() {
   return appMetaTags('Profile');
 }
@@ -96,7 +98,9 @@ export default function PublicProfileLayout() {
   );
 }
 
-export function ErrorBoundary() {
+export function ErrorBoundary({ error }: Route.ErrorBoundaryProps) {
+  const errorCode = isRouteErrorResponse(error) ? error.status : 500;
+
   const errorCodeMap = {
     404: {
       subHeading: msg`404 Profile not found`,
@@ -107,6 +111,7 @@ export function ErrorBoundary() {
 
   return (
     <GenericErrorLayout
+      errorCode={errorCode}
       errorCodeMap={errorCodeMap}
       secondaryButton={null}
       primaryButton={

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

@@ -1,6 +1,6 @@
 import { Trans } from '@lingui/react/macro';
 import { ChevronLeft } from 'lucide-react';
-import { Link, Outlet } from 'react-router';
+import { Link, Outlet, isRouteErrorResponse } from 'react-router';
 
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { Button } from '@documenso/ui/primitives/button';
@@ -8,6 +8,8 @@ import { Button } from '@documenso/ui/primitives/button';
 import { Header as AuthenticatedHeader } from '~/components/general/app-header';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 
+import type { Route } from './+types/_layout';
+
 /**
  * A layout to handle scenarios where the user is a recipient of a given resource
  * where we do not care whether they are authenticated or not.
@@ -30,9 +32,12 @@ export default function RecipientLayout() {
   );
 }
 
-export function ErrorBoundary() {
+export function ErrorBoundary({ error }: Route.ErrorBoundaryProps) {
+  const errorCode = isRouteErrorResponse(error) ? error.status : 500;
+
   return (
     <GenericErrorLayout
+      errorCode={errorCode}
       secondaryButton={null}
       primaryButton={
         <Button asChild className="w-32">

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

@@ -79,7 +79,14 @@ export default function DirectTemplatePage() {
   const { template, directTemplateRecipient } = data;
 
   return (
-    <DocumentSigningProvider email={user?.email} fullName={user?.name} signature={user?.signature}>
+    <DocumentSigningProvider
+      email={user?.email}
+      fullName={user?.name}
+      signature={user?.signature}
+      typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
+    >
       <DocumentSigningAuthProvider
         documentAuthOptions={template.authOptions}
         recipient={directTemplateRecipient}

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

@@ -160,7 +160,7 @@ export default function SigningPage() {
     recipientWithFields,
   } = data;
 
-  if (document.deletedAt) {
+  if (document.deletedAt || document.status === DocumentStatus.REJECTED) {
     return (
       <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-16 md:-mx-8 md:px-8 lg:pt-16 xl:pt-24">
         <SigningCard3D
@@ -215,6 +215,9 @@ export default function SigningPage() {
       email={recipient.email}
       fullName={user?.email === recipient.email ? user?.name : recipient.name}
       signature={user?.email === recipient.email ? user?.signature : undefined}
+      typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
     >
       <DocumentSigningAuthProvider
         documentAuthOptions={document.authOptions}

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

@@ -17,6 +17,7 @@ import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-f
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
 import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
 import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { env } from '@documenso/lib/utils/env';
 import DocumentDialog from '@documenso/ui/components/document/document-dialog';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
@@ -205,12 +206,12 @@ export default function CompletedSigningPage({ loaderData }: Route.ComponentProp
           <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">
             <DocumentShareButton documentId={document.id} token={recipient.token} />
 
-            {document.status === DocumentStatus.COMPLETED ? (
+            {isDocumentCompleted(document.status) ? (
               <DocumentDownloadButton
                 className="flex-1"
                 fileName={document.title}
                 documentData={document.documentData}
-                disabled={document.status !== DocumentStatus.COMPLETED}
+                disabled={!isDocumentCompleted(document.status)}
               />
             ) : (
               <DocumentDialog
@@ -268,7 +269,7 @@ export const PollUntilDocumentCompleted = ({ document }: PollUntilDocumentComple
   const { revalidate } = useRevalidator();
 
   useEffect(() => {
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return;
     }
 

apps/remix/app/routes/_redirects+/ingest.$.tsx

@@ -19,18 +19,30 @@ const posthogProxy = async (request: Request) => {
   const headers = new Headers(request.headers);
   headers.set('host', hostname);
 
-  const response = await fetch(newUrl, {
+  const fetchOptions: RequestInit = {
     method: request.method,
     headers,
-    body: request.body,
+    redirect: 'follow',
-    // @ts-expect-error - Not really sure about this
+  };
-    duplex: 'half',
+
-  });
+  if (!['GET', 'HEAD'].includes(request.method)) {
+    fetchOptions.body = request.body;
+    // @ts-expect-error - It should exist
+    fetchOptions.duplex = 'half';
+  }
+
+  const response = await fetch(newUrl, fetchOptions);
+
+  const responseHeaders = new Headers(response.headers);
+  responseHeaders.delete('content-encoding');
+  responseHeaders.delete('content-length');
+  responseHeaders.delete('transfer-encoding');
+  responseHeaders.delete('cookie');
 
   return new Response(response.body, {
     status: response.status,
     statusText: response.statusText,
-    headers: response.headers,
+    headers: responseHeaders,
   });
 };
 

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

@@ -131,7 +131,14 @@ export default function EmbedDirectTemplatePage() {
   } = useSuperLoaderData<typeof loader>();
 
   return (
-    <DocumentSigningProvider email={user?.email} fullName={user?.name} signature={user?.signature}>
+    <DocumentSigningProvider
+      email={user?.email}
+      fullName={user?.name}
+      signature={user?.signature}
+      typedSignatureEnabled={template.templateMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={template.templateMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={template.templateMeta?.drawSignatureEnabled}
+    >
       <DocumentSigningAuthProvider
         documentAuthOptions={template.authOptions}
         recipient={recipient}
@@ -145,7 +152,9 @@ export default function EmbedDirectTemplatePage() {
             recipient={recipient}
             fields={fields}
             metadata={template.templateMeta}
-            hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
+            hidePoweredBy={
+              isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+            }
             allowWhiteLabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           />
         </DocumentSigningRecipientProvider>

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

@@ -1,4 +1,4 @@
-import { DocumentStatus, RecipientRole } from '@prisma/client';
+import { RecipientRole } from '@prisma/client';
 import { data } from 'react-router';
 import { match } from 'ts-pattern';
 
@@ -14,6 +14,7 @@ import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-re
 import { getRecipientsForAssistant } from '@documenso/lib/server-only/recipient/get-recipients-for-assistant';
 import { getTeamById } from '@documenso/lib/server-only/team/get-team';
 import { DocumentAccessAuth } from '@documenso/lib/types/document-auth';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 
 import { EmbedSignDocumentClientPage } from '~/components/embed/embed-document-signing-page';
@@ -155,6 +156,9 @@ export default function EmbedSignDocumentPage() {
       email={recipient.email}
       fullName={user?.email === recipient.email ? user?.name : recipient.name}
       signature={user?.email === recipient.email ? user?.signature : undefined}
+      typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
+      uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
+      drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
     >
       <DocumentSigningAuthProvider
         documentAuthOptions={document.authOptions}
@@ -168,8 +172,10 @@ export default function EmbedSignDocumentPage() {
           recipient={recipient}
           fields={fields}
           metadata={document.documentMeta}
-          isCompleted={document.status === DocumentStatus.COMPLETED}
+          isCompleted={isDocumentCompleted(document.status)}
-          hidePoweredBy={isPlatformDocument || isEnterpriseDocument || hidePoweredBy}
+          hidePoweredBy={
+            isCommunityPlan || isPlatformDocument || isEnterpriseDocument || hidePoweredBy
+          }
           allowWhitelabelling={isCommunityPlan || isPlatformDocument || isEnterpriseDocument}
           allRecipients={allRecipients}
         />

apps/remix/app/storage/theme-session.server.ts

@@ -12,6 +12,7 @@ const themeSessionStorage = createCookieSessionStorage({
     secrets: ['insecure-secret-do-not-care'],
     secure: useSecureCookies,
     domain: getCookieDomain(),
+    maxAge: 60 * 60 * 24 * 365,
   },
 });
 

package.json

@@ -14,7 +14,7 @@
     "prepare": "husky && husky install || true",
     "commitlint": "commitlint --edit",
     "clean": "turbo run clean && rimraf node_modules",
-    "d": "npm run dx && npm run dev",
+    "d": "npm run dx && npm run translate:compile && npm run dev",
     "dx": "npm i && npm run dx:up && npm run prisma:migrate-dev && npm run prisma:seed",
     "dx:up": "docker compose -f docker/development/compose.yml up -d",
     "dx:down": "docker compose -f docker/development/compose.yml down",
@@ -80,4 +80,4 @@
   "trigger.dev": {
     "endpointId": "documenso-app"
   }
-}
+}

packages/api/hono.ts

@@ -1,4 +1,4 @@
-import { fetchRequestHandler } from '@ts-rest/serverless/fetch';
+import { TsRestHttpError, fetchRequestHandler } from '@ts-rest/serverless/fetch';
 import { Hono } from 'hono';
 
 import { ApiContractV1 } from '@documenso/api/v1/contract';
@@ -29,6 +29,12 @@ tsRestHonoApp.mount('/', async (request) => {
     request,
     contract: ApiContractV1,
     router: ApiContractV1Implementation,
-    options: {},
+    options: {
+      errorHandler: (err) => {
+        if (err instanceof TsRestHttpError && err.statusCode === 500) {
+          console.error(err);
+        }
+      },
+    },
   });
 });

packages/api/v1/implementation.ts

@@ -1,3 +1,5 @@
+import type { Prisma } from '@prisma/client';
+import { DocumentDataType, SigningStatus, TeamMemberRole } from '@prisma/client';
 import { tsr } from '@ts-rest/serverless/fetch';
 import { match } from 'ts-pattern';
 
@@ -48,15 +50,9 @@ import {
   getPresignGetUrl,
   getPresignPostUrl,
 } from '@documenso/lib/universal/upload/server-actions';
+import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { prisma } from '@documenso/prisma';
-import type { Prisma } from '@documenso/prisma/client';
-import {
-  DocumentDataType,
-  DocumentStatus,
-  SigningStatus,
-  TeamMemberRole,
-} from '@documenso/prisma/client';
 
 import { ApiContractV1 } from './contract';
 import { authenticatedMiddleware } from './middleware/authenticated';
@@ -181,7 +177,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         };
       }
 
-      if (document.status !== DocumentStatus.COMPLETED) {
+      if (!isDocumentCompleted(document.status)) {
         return {
           status: 400,
           body: {
@@ -329,6 +325,8 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         signingOrder: body.meta.signingOrder,
         language: body.meta.language,
         typedSignatureEnabled: body.meta.typedSignatureEnabled,
+        uploadSignatureEnabled: body.meta.uploadSignatureEnabled,
+        drawSignatureEnabled: body.meta.drawSignatureEnabled,
         distributionMethod: body.meta.distributionMethod,
         emailSettings: body.meta.emailSettings,
         requestMetadata: metadata,
@@ -585,6 +583,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         userId: user.id,
         teamId: team?.id,
         recipients: body.recipients,
+        prefillFields: body.prefillFields,
         override: {
           title: body.title,
           ...body.meta,
@@ -673,7 +672,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         };
       }
 
-      if (document.status === DocumentStatus.COMPLETED) {
+      if (isDocumentCompleted(document.status)) {
         return {
           status: 400,
           body: {
@@ -776,7 +775,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -867,7 +866,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -926,7 +925,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -991,7 +990,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: { message: 'Document is already completed' },
@@ -1153,7 +1152,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {
@@ -1241,7 +1240,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    if (document.status === DocumentStatus.COMPLETED) {
+    if (isDocumentCompleted(document.status)) {
       return {
         status: 400,
         body: {

packages/api/v1/middleware/authenticated.ts

@@ -1,10 +1,10 @@
+import type { Team, User } from '@prisma/client';
 import type { TsRestRequest } from '@ts-rest/serverless';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { getApiTokenByToken } from '@documenso/lib/server-only/public-api/get-api-token-by-token';
 import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { extractRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
-import type { Team, User } from '@documenso/prisma/client';
 
 type B = {
   // appRoute: any;

packages/api/v1/schema.ts

@@ -1,4 +1,16 @@
 import { extendZodWithOpenApi } from '@anatine/zod-openapi';
+import {
+  DocumentDataType,
+  DocumentDistributionMethod,
+  DocumentSigningOrder,
+  FieldType,
+  ReadStatus,
+  RecipientRole,
+  SendStatus,
+  SigningStatus,
+  TeamMemberRole,
+  TemplateType,
+} from '@prisma/client';
 import { z } from 'zod';
 
 import { DATE_FORMATS, DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
@@ -11,19 +23,7 @@ import {
   ZRecipientActionAuthTypesSchema,
 } from '@documenso/lib/types/document-auth';
 import { ZDocumentEmailSettingsSchema } from '@documenso/lib/types/document-email';
-import { ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
+import { ZFieldMetaPrefillFieldsSchema, ZFieldMetaSchema } from '@documenso/lib/types/field-meta';
-import {
-  DocumentDataType,
-  DocumentDistributionMethod,
-  DocumentSigningOrder,
-  FieldType,
-  ReadStatus,
-  RecipientRole,
-  SendStatus,
-  SigningStatus,
-  TeamMemberRole,
-  TemplateType,
-} from '@documenso/prisma/client';
 
 extendZodWithOpenApi(z);
 
@@ -96,7 +96,7 @@ export const ZSendDocumentForSigningMutationSchema = z
         'Whether to send completion emails when the document is fully signed. This will override the document email settings.',
     }),
   })
-  .or(z.literal('').transform(() => ({ sendEmail: true, sendCompletionEmails: undefined })));
+  .or(z.any().transform(() => ({ sendEmail: true, sendCompletionEmails: undefined })));
 
 export type TSendDocumentForSigningMutationSchema = typeof ZSendDocumentForSigningMutationSchema;
 
@@ -157,6 +157,8 @@ export const ZCreateDocumentMutationSchema = z.object({
       signingOrder: z.nativeEnum(DocumentSigningOrder).optional(),
       language: z.enum(SUPPORTED_LANGUAGE_CODES).optional(),
       typedSignatureEnabled: z.boolean().optional().default(true),
+      uploadSignatureEnabled: z.boolean().optional().default(true),
+      drawSignatureEnabled: z.boolean().optional().default(true),
       distributionMethod: z.nativeEnum(DocumentDistributionMethod).optional(),
       emailSettings: ZDocumentEmailSettingsSchema.optional(),
     })
@@ -288,6 +290,8 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
       language: z.enum(SUPPORTED_LANGUAGE_CODES),
       distributionMethod: z.nativeEnum(DocumentDistributionMethod),
       typedSignatureEnabled: z.boolean(),
+      uploadSignatureEnabled: z.boolean(),
+      drawSignatureEnabled: z.boolean(),
       emailSettings: ZDocumentEmailSettingsSchema,
     })
     .partial()
@@ -299,6 +303,7 @@ export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
     })
     .optional(),
   formValues: z.record(z.string(), z.union([z.string(), z.boolean(), z.number()])).optional(),
+  prefillFields: z.array(ZFieldMetaPrefillFieldsSchema).optional(),
 });
 
 export type TGenerateDocumentFromTemplateMutationSchema = z.infer<

packages/app-tests/e2e/api/v1/team-user-management.spec.ts

@@ -1,4 +1,5 @@
 import { expect, test } from '@playwright/test';
+import { TeamMemberRole } from '@prisma/client';
 
 import {
   ZFindTeamMembersResponseSchema,
@@ -10,7 +11,6 @@ import {
 import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
 import { prisma } from '@documenso/prisma';
-import { TeamMemberRole } from '@documenso/prisma/client';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 

packages/app-tests/e2e/api/v1/template-field-prefill.spec.ts

@@ -0,0 +1,614 @@
+import { expect, test } from '@playwright/test';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe('Template Field Prefill API v1', () => {
+  test('should create a document from template with prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Advanced Fields',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Number Field',
+        },
+      },
+    });
+
+    // Add RADIO field
+    const radioField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 5,
+        positionY: 25,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add CHECKBOX field
+    const checkboxField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.CHECKBOX,
+        page: 1,
+        positionX: 5,
+        positionY: 35,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'checkbox',
+          label: 'Checkbox Field',
+          values: [
+            { id: 1, value: 'Check A', checked: false },
+            { id: 2, value: 'Check B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add DROPDOWN field
+    const dropdownField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.DROPDOWN,
+        page: 1,
+        positionX: 5,
+        positionY: 45,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'dropdown',
+          label: 'Dropdown Field',
+          values: [{ value: 'Select A' }, { value: 'Select B' }],
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template with prefilled fields
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Prefilled Fields',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+          prefillFields: [
+            {
+              id: textField.id,
+              type: 'text',
+              label: 'Prefilled Text',
+              value: 'This is prefilled text',
+            },
+            {
+              id: numberField.id,
+              type: 'number',
+              label: 'Prefilled Number',
+              value: '42',
+            },
+            {
+              id: radioField.id,
+              type: 'radio',
+              label: 'Prefilled Radio',
+              value: 'Option A',
+            },
+            {
+              id: checkboxField.id,
+              type: 'checkbox',
+              label: 'Prefilled Checkbox',
+              value: ['Check A', 'Check B'],
+            },
+            {
+              id: dropdownField.id,
+              type: 'dropdown',
+              label: 'Prefilled Dropdown',
+              value: 'Select B',
+            },
+          ],
+        },
+      },
+    );
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.documentId).toBeDefined();
+
+    // 9. Verify the document was created with prefilled fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.documentId,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify each field has the correct prefilled values
+    const documentTextField = document?.fields.find(
+      (field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
+    );
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Prefilled Text',
+      text: 'This is prefilled text',
+    });
+
+    const documentNumberField = document?.fields.find(
+      (field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
+    );
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Prefilled Number',
+      value: '42',
+    });
+
+    const documentRadioField = document?.fields.find(
+      (field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
+    );
+    expect(documentRadioField?.fieldMeta).toMatchObject({
+      type: 'radio',
+      label: 'Prefilled Radio',
+    });
+    // Check that the correct radio option is selected
+    const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
+    const selectedRadioOption = radioValues.find((option) => option.checked);
+    expect(selectedRadioOption?.value).toBe('Option A');
+
+    const documentCheckboxField = document?.fields.find(
+      (field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
+    );
+    expect(documentCheckboxField?.fieldMeta).toMatchObject({
+      type: 'checkbox',
+      label: 'Prefilled Checkbox',
+    });
+    // Check that the correct checkbox options are selected
+    const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
+    const checkedOptions = checkboxValues.filter((option) => option.checked);
+    expect(checkedOptions.length).toBe(2);
+    expect(checkedOptions.map((option) => option.value)).toContain('Check A');
+    expect(checkedOptions.map((option) => option.value)).toContain('Check B');
+
+    const documentDropdownField = document?.fields.find(
+      (field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
+    );
+    expect(documentDropdownField?.fieldMeta).toMatchObject({
+      type: 'dropdown',
+      label: 'Prefilled Dropdown',
+      defaultValue: 'Select B',
+    });
+
+    // 11. Sign in as the recipient and verify the prefilled fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    // Send the document to the recipient
+    const sendResponse = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          sendEmail: false,
+        },
+      },
+    );
+
+    expect(sendResponse.ok()).toBeTruthy();
+    expect(sendResponse.status()).toBe(200);
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the prefilled fields are visible with correct values
+    // Text field
+    await expect(page.getByText('This is prefilled')).toBeVisible();
+
+    // Number field
+    await expect(page.getByText('42')).toBeVisible();
+
+    // Radio field
+    await expect(page.getByText('Option A')).toBeVisible();
+    await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
+
+    // Checkbox field
+    await expect(page.getByText('Check A')).toBeVisible();
+    await expect(page.getByText('Check B')).toBeVisible();
+    await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
+    await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
+
+    // Dropdown field
+    await expect(page.getByText('Select B')).toBeVisible();
+  });
+
+  test('should create a document from template without prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Default Fields',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Default Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 10,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Default Number Field',
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template without prefilled fields
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Default Fields',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+        },
+      },
+    );
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.documentId).toBeDefined();
+
+    // 9. Verify the document was created with default fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.documentId,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify fields have their default values
+    const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Default Text Field',
+    });
+
+    const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Default Number Field',
+    });
+
+    // 11. Sign in as the recipient and verify the default fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    const sendResponse = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/documents/${document?.id}/send`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          sendEmail: false,
+        },
+      },
+    );
+
+    expect(sendResponse.ok()).toBeTruthy();
+    expect(sendResponse.status()).toBe(200);
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the default fields are visible with correct labels
+    await expect(page.getByText('Default Text Field')).toBeVisible();
+    await expect(page.getByText('Default Number Field')).toBeVisible();
+  });
+
+  test('should handle invalid field prefill values', async ({ request }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template using seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template for Invalid Test',
+        visibility: 'EVERYONE',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add a field to the template
+    const field = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 100,
+        positionY: 100,
+        width: 100,
+        height: 50,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // 6. Try to create a document with invalid prefill value
+    const response = await request.post(
+      `${WEBAPP_BASE_URL}/api/v1/templates/${template.id}/generate-document`,
+      {
+        headers: {
+          Authorization: `Bearer ${token}`,
+          'Content-Type': 'application/json',
+        },
+        data: {
+          title: 'Document with Invalid Prefill',
+          recipients: [
+            {
+              id: recipient.id,
+              email: 'recipient@example.com',
+              name: 'Test Recipient',
+              role: 'SIGNER',
+            },
+          ],
+          prefillFields: [
+            {
+              id: field.id,
+              type: 'radio',
+              label: 'Invalid Radio',
+              value: 'Non-existent Option', // This option doesn't exist
+            },
+          ],
+        },
+      },
+    );
+
+    // 7. Verify the request fails with appropriate error
+    expect(response.ok()).toBeFalsy();
+    expect(response.status()).toBe(400);
+
+    const errorData = await response.json();
+    expect(errorData.message).toContain('not found in options for RADIO field');
+  });
+});

packages/app-tests/e2e/api/v2/template-field-prefill.spec.ts

@@ -0,0 +1,602 @@
+import { expect, test } from '@playwright/test';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { createApiToken } from '@documenso/lib/server-only/public-api/create-api-token';
+import type { TCheckboxFieldMeta, TRadioFieldMeta } from '@documenso/lib/types/field-meta';
+import { prisma } from '@documenso/prisma';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../../fixtures/authentication';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+
+test.describe('Template Field Prefill API v2', () => {
+  test('should create a document from template with prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Advanced Fields V2',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Number Field',
+        },
+      },
+    });
+
+    // Add RADIO field
+    const radioField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 5,
+        positionY: 25,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add CHECKBOX field
+    const checkboxField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.CHECKBOX,
+        page: 1,
+        positionX: 5,
+        positionY: 35,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'checkbox',
+          label: 'Checkbox Field',
+          values: [
+            { id: 1, value: 'Check A', checked: false },
+            { id: 2, value: 'Check B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // Add DROPDOWN field
+    const dropdownField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.DROPDOWN,
+        page: 1,
+        positionX: 5,
+        positionY: 45,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'dropdown',
+          label: 'Dropdown Field',
+          values: [{ value: 'Select A' }, { value: 'Select B' }],
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template with prefilled fields using v2 API
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+        prefillFields: [
+          {
+            id: textField.id,
+            type: 'text',
+            label: 'Prefilled Text',
+            value: 'This is prefilled text',
+          },
+          {
+            id: numberField.id,
+            type: 'number',
+            label: 'Prefilled Number',
+            value: '42',
+          },
+          {
+            id: radioField.id,
+            type: 'radio',
+            label: 'Prefilled Radio',
+            value: 'Option A',
+          },
+          {
+            id: checkboxField.id,
+            type: 'checkbox',
+            label: 'Prefilled Checkbox',
+            value: ['Check A', 'Check B'],
+          },
+          {
+            id: dropdownField.id,
+            type: 'dropdown',
+            label: 'Prefilled Dropdown',
+            value: 'Select B',
+          },
+        ],
+      },
+    });
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.id).toBeDefined();
+
+    // 9. Verify the document was created with prefilled fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.id,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify each field has the correct prefilled values
+    const documentTextField = document?.fields.find(
+      (field) => field.type === FieldType.TEXT && field.fieldMeta?.type === 'text',
+    );
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Prefilled Text',
+      text: 'This is prefilled text',
+    });
+
+    const documentNumberField = document?.fields.find(
+      (field) => field.type === FieldType.NUMBER && field.fieldMeta?.type === 'number',
+    );
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Prefilled Number',
+      value: '42',
+    });
+
+    const documentRadioField = document?.fields.find(
+      (field) => field.type === FieldType.RADIO && field.fieldMeta?.type === 'radio',
+    );
+    expect(documentRadioField?.fieldMeta).toMatchObject({
+      type: 'radio',
+      label: 'Prefilled Radio',
+    });
+    // Check that the correct radio option is selected
+    const radioValues = (documentRadioField?.fieldMeta as TRadioFieldMeta)?.values || [];
+    const selectedRadioOption = radioValues.find((option) => option.checked);
+    expect(selectedRadioOption?.value).toBe('Option A');
+
+    const documentCheckboxField = document?.fields.find(
+      (field) => field.type === FieldType.CHECKBOX && field.fieldMeta?.type === 'checkbox',
+    );
+    expect(documentCheckboxField?.fieldMeta).toMatchObject({
+      type: 'checkbox',
+      label: 'Prefilled Checkbox',
+    });
+    // Check that the correct checkbox options are selected
+    const checkboxValues = (documentCheckboxField?.fieldMeta as TCheckboxFieldMeta)?.values || [];
+    const checkedOptions = checkboxValues.filter((option) => option.checked);
+    expect(checkedOptions.length).toBe(2);
+    expect(checkedOptions.map((option) => option.value)).toContain('Check A');
+    expect(checkedOptions.map((option) => option.value)).toContain('Check B');
+
+    const documentDropdownField = document?.fields.find(
+      (field) => field.type === FieldType.DROPDOWN && field.fieldMeta?.type === 'dropdown',
+    );
+    expect(documentDropdownField?.fieldMeta).toMatchObject({
+      type: 'dropdown',
+      label: 'Prefilled Dropdown',
+      defaultValue: 'Select B',
+    });
+
+    const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        documentId: document?.id,
+        meta: {
+          subject: 'Test Subject',
+          message: 'Test Message',
+        },
+      },
+    });
+
+    await expect(sendResponse.ok()).toBeTruthy();
+    await expect(sendResponse.status()).toBe(200);
+
+    // 11. Sign in as the recipient and verify the prefilled fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    // Verify the prefilled fields are visible with correct values
+    // Text field
+    await expect(page.getByText('This is prefilled')).toBeVisible();
+
+    // Number field
+    await expect(page.getByText('42')).toBeVisible();
+
+    // Radio field
+    await expect(page.getByText('Option A')).toBeVisible();
+    await expect(page.getByRole('radio', { name: 'Option A' })).toBeChecked();
+
+    // Checkbox field
+    await expect(page.getByText('Check A')).toBeVisible();
+    await expect(page.getByText('Check B')).toBeVisible();
+    await expect(page.getByRole('checkbox', { name: 'Check A' })).toBeChecked();
+    await expect(page.getByRole('checkbox', { name: 'Check B' })).toBeChecked();
+
+    // Dropdown field
+    await expect(page.getByText('Select B')).toBeVisible();
+  });
+
+  test('should create a document from template without prefilled fields', async ({
+    page,
+    request,
+  }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template with seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template with Default Fields V2',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add fields to the template
+    // Add TEXT field
+    const textField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.TEXT,
+        page: 1,
+        positionX: 5,
+        positionY: 5,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'text',
+          label: 'Default Text Field',
+        },
+      },
+    });
+
+    // Add NUMBER field
+    const numberField = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.NUMBER,
+        page: 1,
+        positionX: 5,
+        positionY: 15,
+        width: 20,
+        height: 5,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'number',
+          label: 'Default Number Field',
+        },
+      },
+    });
+
+    // 6. Sign in as the user
+    await apiSignin({
+      page,
+      email: user.email,
+    });
+
+    // 7. Navigate to the template
+    await page.goto(`${WEBAPP_BASE_URL}/templates/${template.id}`);
+
+    // 8. Create a document from the template without prefilled fields using v2 API
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+      },
+    });
+
+    const responseData = await response.json();
+
+    expect(response.ok()).toBeTruthy();
+    expect(response.status()).toBe(200);
+
+    expect(responseData.id).toBeDefined();
+
+    // 9. Verify the document was created with default fields
+    const document = await prisma.document.findUnique({
+      where: {
+        id: responseData.id,
+      },
+      include: {
+        fields: true,
+      },
+    });
+
+    expect(document).not.toBeNull();
+
+    // 10. Verify fields have their default values
+    const documentTextField = document?.fields.find((field) => field.type === FieldType.TEXT);
+    expect(documentTextField?.fieldMeta).toMatchObject({
+      type: 'text',
+      label: 'Default Text Field',
+    });
+
+    const documentNumberField = document?.fields.find((field) => field.type === FieldType.NUMBER);
+    expect(documentNumberField?.fieldMeta).toMatchObject({
+      type: 'number',
+      label: 'Default Number Field',
+    });
+
+    const sendResponse = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/document/distribute`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        documentId: document?.id,
+        meta: {
+          subject: 'Test Subject',
+          message: 'Test Message',
+        },
+      },
+    });
+
+    await expect(sendResponse.ok()).toBeTruthy();
+    await expect(sendResponse.status()).toBe(200);
+
+    // 11. Sign in as the recipient and verify the default fields are visible
+    const documentRecipient = await prisma.recipient.findFirst({
+      where: {
+        documentId: document?.id,
+        email: 'recipient@example.com',
+      },
+    });
+
+    expect(documentRecipient).not.toBeNull();
+
+    // Visit the signing page
+    await page.goto(`${WEBAPP_BASE_URL}/sign/${documentRecipient?.token}`);
+
+    await expect(page.getByText('This is prefilled')).not.toBeVisible();
+  });
+
+  test('should handle invalid field prefill values', async ({ request }) => {
+    // 1. Create a user
+    const user = await seedUser();
+
+    // 2. Create an API token for the user
+    const { token } = await createApiToken({
+      userId: user.id,
+      tokenName: 'test-token',
+      expiresIn: null,
+    });
+
+    // 3. Create a template using seedBlankTemplate
+    const template = await seedBlankTemplate(user, {
+      createTemplateOptions: {
+        title: 'Template for Invalid Test V2',
+        visibility: 'EVERYONE',
+      },
+    });
+
+    // 4. Create a recipient for the template
+    const recipient = await prisma.recipient.create({
+      data: {
+        templateId: template.id,
+        email: 'recipient@example.com',
+        name: 'Test Recipient',
+        role: RecipientRole.SIGNER,
+        token: 'test-token',
+        readStatus: 'NOT_OPENED',
+        sendStatus: 'NOT_SENT',
+        signingStatus: 'NOT_SIGNED',
+      },
+    });
+
+    // 5. Add a field to the template
+    const field = await prisma.field.create({
+      data: {
+        templateId: template.id,
+        recipientId: recipient.id,
+        type: FieldType.RADIO,
+        page: 1,
+        positionX: 100,
+        positionY: 100,
+        width: 100,
+        height: 50,
+        customText: '',
+        inserted: false,
+        fieldMeta: {
+          type: 'radio',
+          label: 'Radio Field',
+          values: [
+            { id: 1, value: 'Option A', checked: false },
+            { id: 2, value: 'Option B', checked: false },
+          ],
+        },
+      },
+    });
+
+    // 7. Try to create a document with invalid prefill value
+    const response = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
+      headers: {
+        Authorization: `Bearer ${token}`,
+        'Content-Type': 'application/json',
+      },
+      data: {
+        templateId: template.id,
+        recipients: [
+          {
+            id: recipient.id,
+            email: 'recipient@example.com',
+            name: 'Test Recipient',
+          },
+        ],
+        prefillFields: [
+          {
+            id: field.id,
+            type: 'radio',
+            label: 'Invalid Radio',
+            value: 'Non-existent Option', // This option doesn't exist
+          },
+        ],
+      },
+    });
+
+    // 8. Verify the request fails with appropriate error
+    expect(response.ok()).toBeFalsy();
+    expect(response.status()).toBe(400);
+
+    const errorData = await response.json();
+    expect(errorData.message).toContain('not found in options for RADIO field');
+  });
+});

packages/app-tests/e2e/document-auth/action-auth.spec.ts

@@ -1,11 +1,11 @@
 import { expect, test } from '@playwright/test';
+import { FieldType } from '@prisma/client';
 
 import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import {
   createDocumentAuthOptions,
   createRecipientAuthOptions,
 } from '@documenso/lib/utils/document-auth';
-import { FieldType } from '@documenso/prisma/client';
 import {
   seedPendingDocumentNoFields,
   seedPendingDocumentWithFullFields,
@@ -246,7 +246,9 @@ test('[DOCUMENT_AUTH]: should allow field signing when required for recipient au
       });
     }
 
-    await signSignaturePad(page);
+    if (fields.some((field) => field.type === FieldType.SIGNATURE)) {
+      await signSignaturePad(page);
+    }
 
     for (const field of fields) {
       await page.locator(`#field-${field.id}`).getByRole('button').click();
@@ -349,7 +351,9 @@ test('[DOCUMENT_AUTH]: should allow field signing when required for recipient an
       });
     }
 
-    await signSignaturePad(page);
+    if (fields.some((field) => field.type === FieldType.SIGNATURE)) {
+      await signSignaturePad(page);
+    }
 
     for (const field of fields) {
       await page.locator(`#field-${field.id}`).getByRole('button').click();

packages/app-tests/e2e/document-flow/stepper-component.spec.ts

@@ -1,16 +1,16 @@
 import { expect, test } from '@playwright/test';
-import { DateTime } from 'luxon';
-import path from 'node:path';
-
-import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
-import { prisma } from '@documenso/prisma';
 import {
   DocumentSigningOrder,
   DocumentStatus,
   FieldType,
   RecipientRole,
   SigningStatus,
-} from '@documenso/prisma/client';
+} from '@prisma/client';
+import { DateTime } from 'luxon';
+import path from 'node:path';
+
+import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
+import { prisma } from '@documenso/prisma';
 import {
   seedBlankDocument,
   seedPendingDocumentWithFullFields,
@@ -377,7 +377,9 @@ test('[DOCUMENT_FLOW]: should be able to approve a document', async ({ page }) =
       await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
     }
 
-    await page.getByRole('button', { name: 'Complete' }).click();
+    await page
+      .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Complete' : 'Approve' })
+      .click();
     await page
       .getByRole('button', { name: role === RecipientRole.SIGNER ? 'Sign' : 'Approve' })
       .click();
@@ -447,7 +449,7 @@ test('[DOCUMENT_FLOW]: should be able to create, send with redirect url, sign a
   const { status } = await getDocumentByToken(token);
   expect(status).toBe(DocumentStatus.PENDING);
 
-  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Approve' }).click();
   await expect(page.getByRole('dialog').getByText('Complete Approval').first()).toBeVisible();
   await page.getByRole('button', { name: 'Approve' }).click();
 

packages/app-tests/e2e/features/include-document-certificate.spec.ts

@@ -1,10 +1,10 @@
 import { expect, test } from '@playwright/test';
+import { DocumentStatus, FieldType } from '@prisma/client';
 import { PDFDocument } from 'pdf-lib';
 
 import { getDocumentByToken } from '@documenso/lib/server-only/document/get-document-by-token';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
 import { prisma } from '@documenso/prisma';
-import { DocumentStatus, FieldType } from '@documenso/prisma/client';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
@@ -222,7 +222,10 @@ test.describe('Signing Certificate Tests', () => {
 
     // Toggle signing certificate setting
     await page.getByLabel('Include the Signing Certificate in the Document').click();
-    await page.getByRole('button', { name: /Save/ }).first().click();
+    await page
+      .getByRole('button', { name: /Update/ })
+      .first()
+      .click();
 
     await page.waitForTimeout(1000);
 
@@ -236,7 +239,10 @@ test.describe('Signing Certificate Tests', () => {
 
     // Toggle the setting back to true
     await page.getByLabel('Include the Signing Certificate in the Document').click();
-    await page.getByRole('button', { name: /Save/ }).first().click();
+    await page
+      .getByRole('button', { name: /Update/ })
+      .first()
+      .click();
 
     await page.waitForTimeout(1000);
 

packages/app-tests/e2e/fixtures/signature.ts

@@ -3,38 +3,12 @@ import type { Page } from '@playwright/test';
 export const signSignaturePad = async (page: Page) => {
   await page.waitForTimeout(200);
 
-  const canvas = page.getByTestId('signature-pad');
+  await page.getByTestId('signature-pad-dialog-button').click();
 
-  const box = await canvas.boundingBox();
+  // Click type tab
+  await page.getByRole('tab', { name: 'Type' }).click();
+  await page.getByTestId('signature-pad-type-input').fill('Signature');
 
-  if (!box) {
+  // Click Next button
-    throw new Error('Signature pad not found');
+  await page.getByRole('button', { name: 'Next' }).click();
-  }
-
-  // Calculate center point
-  const centerX = box.x + box.width / 2;
-  const centerY = box.y + box.height / 2;
-
-  // Calculate square size (making it slightly smaller than the canvas)
-  const squareSize = Math.min(box.width, box.height) * 0.4; // 40% of the smallest dimension
-
-  // Move to center
-  await page.mouse.move(centerX, centerY);
-  await page.mouse.down();
-
-  // Draw square clockwise from center
-  // Move right
-  await page.mouse.move(centerX + squareSize, centerY, { steps: 10 });
-  // Move down
-  await page.mouse.move(centerX + squareSize, centerY + squareSize, { steps: 10 });
-  // Move left
-  await page.mouse.move(centerX - squareSize, centerY + squareSize, { steps: 10 });
-  // Move up
-  await page.mouse.move(centerX - squareSize, centerY - squareSize, { steps: 10 });
-  // Move right
-  await page.mouse.move(centerX + squareSize, centerY - squareSize, { steps: 10 });
-  // Move down to close the square
-  await page.mouse.move(centerX + squareSize, centerY, { steps: 10 });
-
-  await page.mouse.up();
 };

packages/app-tests/e2e/teams/search-documents.spec.ts

@@ -1,6 +1,6 @@
 import { expect, test } from '@playwright/test';
+import { DocumentStatus, TeamMemberRole } from '@prisma/client';
 
-import { DocumentStatus, TeamMemberRole } from '@documenso/prisma/client';
 import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documents';
 import { seedTeam, seedTeamMember } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';

packages/app-tests/e2e/teams/team-documents.spec.ts

@@ -1,6 +1,6 @@
 import { expect, test } from '@playwright/test';
+import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@prisma/client';
 
-import { DocumentStatus, DocumentVisibility, TeamMemberRole } from '@documenso/prisma/client';
 import { seedBlankDocument } from '@documenso/prisma/seed/documents';
 import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documents';
 import { seedTeam, seedTeamEmail, seedTeamMember } from '@documenso/prisma/seed/teams';

packages/app-tests/e2e/teams/team-global-settings.spec.ts

@@ -23,7 +23,7 @@ test('[TEAMS]: update the default document visibility in the team global setting
   // !: Brittle selector
   await page.getByRole('combobox').first().click();
   await page.getByRole('option', { name: 'Admin' }).click();
-  await page.getByRole('button', { name: 'Save' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
 
   const toast = page.locator('li[role="status"][data-state="open"]').first();
   await expect(toast).toBeVisible();
@@ -47,7 +47,7 @@ test('[TEAMS]: update the sender details in the team global settings', async ({
 
   await expect(checkbox).toBeChecked();
 
-  await page.getByRole('button', { name: 'Save' }).first().click();
+  await page.getByRole('button', { name: 'Update' }).first().click();
 
   const toast = page.locator('li[role="status"][data-state="open"]').first();
   await expect(toast).toBeVisible();

packages/app-tests/e2e/teams/team-signature-settings.spec.ts

@@ -0,0 +1,182 @@
+import { expect, test } from '@playwright/test';
+
+import { prisma } from '@documenso/prisma';
+import {
+  seedTeamDocumentWithMeta,
+  seedTeamDocuments,
+  seedTeamTemplateWithMeta,
+} from '@documenso/prisma/seed/documents';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[TEAMS]: check that default team signature settings are all enabled', async ({ page }) => {
+  const { team } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: team.owner.email,
+    password: 'password',
+    redirectPath: `/t/${team.url}/settings/preferences`,
+  });
+
+  // Verify that the default created team settings has all signatures enabled
+  await expect(page.getByRole('combobox').filter({ hasText: 'Type' })).toBeVisible();
+  await expect(page.getByRole('combobox').filter({ hasText: 'Upload' })).toBeVisible();
+  await expect(page.getByRole('combobox').filter({ hasText: 'Draw' })).toBeVisible();
+
+  const document = await seedTeamDocumentWithMeta(team);
+
+  // Create a document and check the settings
+  await page.goto(`/t/${team.url}/documents/${document.id}/edit`);
+
+  // Verify that the settings match
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await expect(page.getByRole('combobox').filter({ hasText: 'Type' })).toBeVisible();
+  await expect(page.getByRole('combobox').filter({ hasText: 'Upload' })).toBeVisible();
+  await expect(page.getByRole('combobox').filter({ hasText: 'Draw' })).toBeVisible();
+
+  // Go to document and check that the signatured tabs are correct.
+  await page.goto(`/sign/${document.recipients[0].token}`);
+  await page.getByTestId('signature-pad-dialog-button').click();
+
+  // Check the tab values
+  await expect(page.getByRole('tab', { name: 'Type' })).toBeVisible();
+  await expect(page.getByRole('tab', { name: 'Upload' })).toBeVisible();
+  await expect(page.getByRole('tab', { name: 'Draw' })).toBeVisible();
+});
+
+test('[TEAMS]: check signature modes can be disabled', async ({ page }) => {
+  const { team } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: team.owner.email,
+    password: 'password',
+    redirectPath: `/t/${team.url}/settings/preferences`,
+  });
+
+  const allTabs = ['Type', 'Upload', 'Draw'];
+  const tabTest = [['Type', 'Upload', 'Draw'], ['Type', 'Upload'], ['Type']];
+
+  for (const tabs of tabTest) {
+    await page.goto(`/t/${team.url}/settings/preferences`);
+
+    // Update combobox to have the correct tabs
+    await page.getByTestId('signature-types-combobox').click();
+
+    await expect(page.getByRole('option', { name: 'Type' })).toBeVisible();
+    await expect(page.getByRole('option', { name: 'Upload' })).toBeVisible();
+    await expect(page.getByRole('option', { name: 'Draw' })).toBeVisible();
+
+    // Clear all selected items.
+    for (const tab of allTabs) {
+      const item = page.getByRole('option', { name: tab });
+
+      const isSelected = (await item.innerHTML()).includes('opacity-100');
+
+      if (isSelected) {
+        await item.click();
+      }
+    }
+
+    // Selected wanted items.
+    for (const tab of tabs) {
+      const item = page.getByRole('option', { name: tab });
+      await item.click();
+    }
+
+    await page.getByRole('button', { name: 'Update' }).first().click();
+
+    const document = await seedTeamDocumentWithMeta(team);
+
+    // Go to document and check that the signatured tabs are correct.
+    await page.goto(`/sign/${document.recipients[0].token}`);
+    await page.getByTestId('signature-pad-dialog-button').click();
+
+    // Check the tab values
+    for (const tab of allTabs) {
+      if (tabs.includes(tab)) {
+        await expect(page.getByRole('tab', { name: tab })).toBeVisible();
+      } else {
+        await expect(page.getByRole('tab', { name: tab })).not.toBeVisible();
+      }
+    }
+  }
+});
+
+test('[TEAMS]: check signature modes work for templates', async ({ page }) => {
+  const { team } = await seedTeamDocuments();
+
+  await apiSignin({
+    page,
+    email: team.owner.email,
+    password: 'password',
+    redirectPath: `/t/${team.url}/settings/preferences`,
+  });
+
+  const allTabs = ['Type', 'Upload', 'Draw'];
+  const tabTest = [['Type', 'Upload', 'Draw'], ['Type', 'Upload'], ['Type']];
+
+  for (const tabs of tabTest) {
+    await page.goto(`/t/${team.url}/settings/preferences`);
+
+    // Update combobox to have the correct tabs
+    await page.getByTestId('signature-types-combobox').click();
+
+    await expect(page.getByRole('option', { name: 'Type' })).toBeVisible();
+    await expect(page.getByRole('option', { name: 'Upload' })).toBeVisible();
+    await expect(page.getByRole('option', { name: 'Draw' })).toBeVisible();
+
+    // Clear all selected items.
+    for (const tab of allTabs) {
+      const item = page.getByRole('option', { name: tab });
+
+      const isSelected = (await item.innerHTML()).includes('opacity-100');
+
+      if (isSelected) {
+        await item.click();
+      }
+    }
+
+    // Selected wanted items.
+    for (const tab of tabs) {
+      const item = page.getByRole('option', { name: tab });
+      await item.click();
+    }
+
+    await page.getByRole('button', { name: 'Update' }).first().click();
+
+    const template = await seedTeamTemplateWithMeta(team);
+
+    await page.goto(`/t/${team.url}/templates/${template.id}`);
+    await page.getByRole('button', { name: 'Use' }).click();
+
+    // Check the send document checkbox to true
+    await page.getByLabel('Send document').click();
+    await page.getByRole('button', { name: 'Create and send' }).click();
+    await page.waitForTimeout(1000);
+
+    const document = await prisma.document.findFirst({
+      where: {
+        templateId: template.id,
+      },
+      include: {
+        documentMeta: true,
+      },
+    });
+
+    // Test kinda flaky, debug here.
+    // console.log({
+    //   tabs,
+    //   typedSignatureEnabled: document?.documentMeta?.typedSignatureEnabled,
+    //   uploadSignatureEnabled: document?.documentMeta?.uploadSignatureEnabled,
+    //   drawSignatureEnabled: document?.documentMeta?.drawSignatureEnabled,
+    // });
+
+    expect(document?.documentMeta?.typedSignatureEnabled).toEqual(tabs.includes('Type'));
+    expect(document?.documentMeta?.uploadSignatureEnabled).toEqual(tabs.includes('Upload'));
+    expect(document?.documentMeta?.drawSignatureEnabled).toEqual(tabs.includes('Draw'));
+  }
+});

packages/app-tests/e2e/templates-flow/template-settings-step.spec.ts

@@ -1,7 +1,7 @@
 import { expect, test } from '@playwright/test';
+import { TeamMemberRole } from '@prisma/client';
 
 import { prisma } from '@documenso/prisma';
-import { TeamMemberRole } from '@documenso/prisma/client';
 import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
@@ -12,7 +12,7 @@ import { apiSignin } from '../fixtures/authentication';
 test.describe.configure({ mode: 'parallel' });
 
 test.describe('[EE_ONLY]', () => {
-  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+  const enterprisePriceId = '';
 
   test.beforeEach(() => {
     test.skip(

packages/app-tests/e2e/templates/create-document-from-template.spec.ts

@@ -1,11 +1,11 @@
 import { expect, test } from '@playwright/test';
+import { DocumentDataType, TeamMemberRole } from '@prisma/client';
 import fs from 'fs';
 import os from 'os';
 import path from 'path';
 
 import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
 import { prisma } from '@documenso/prisma';
-import { DocumentDataType, TeamMemberRole } from '@documenso/prisma/client';
 import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
 import { seedTeam } from '@documenso/prisma/seed/teams';
 import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
@@ -15,7 +15,7 @@ import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
-const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+const enterprisePriceId = '';
 
 // Create a temporary PDF file for testing
 function createTempPdfFile() {

packages/app-tests/e2e/templates/direct-templates.spec.ts

@@ -298,6 +298,7 @@ test('[DIRECT_TEMPLATES]: use direct template link with 2 recipients', async ({
     await page.goto(formatDirectTemplatePath(template.directLink?.token || ''));
     await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
+    await page.waitForTimeout(1000);
     await page.getByPlaceholder('recipient@documenso.com').fill(seedTestEmail());
 
     await page.getByRole('button', { name: 'Continue' }).click();

packages/app-tests/e2e/user/update-name.spec.ts

@@ -4,6 +4,7 @@ import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-emai
 import { seedUser } from '@documenso/prisma/seed/users';
 
 import { apiSignin } from '../fixtures/authentication';
+import { signSignaturePad } from '../fixtures/signature';
 
 test('[USER] update full name', async ({ page }) => {
   const user = await seedUser();
@@ -12,7 +13,7 @@ test('[USER] update full name', async ({ page }) => {
 
   await page.getByLabel('Full Name').fill('John Doe');
 
-  await page.getByPlaceholder('Type your signature').fill('John Doe');
+  await signSignaturePad(page);
 
   await page.getByRole('button', { name: 'Update profile' }).click();
 

packages/auth/server/lib/utils/handle-oauth-callback-url.ts

@@ -1,3 +1,4 @@
+import { UserSecurityAuditLogType } from '@prisma/client';
 import { OAuth2Client, decodeIdToken } from 'arctic';
 import type { Context } from 'hono';
 import { deleteCookie } from 'hono/cookie';
@@ -6,7 +7,6 @@ import { nanoid } from 'nanoid';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { onCreateUserHook } from '@documenso/lib/server-only/user/create-user';
 import { prisma } from '@documenso/prisma';
-import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 
 import type { OAuthClientOptions } from '../../config';
 import { AuthenticationErrorCode } from '../errors/error-codes';

packages/auth/server/routes/email-password.ts

@@ -1,5 +1,6 @@
 import { sValidator } from '@hono/standard-validator';
 import { compare } from '@node-rs/bcrypt';
+import { UserSecurityAuditLogType } from '@prisma/client';
 import { Hono } from 'hono';
 import { DateTime } from 'luxon';
 import { z } from 'zod';
@@ -22,7 +23,6 @@ import { updatePassword } from '@documenso/lib/server-only/user/update-password'
 import { verifyEmail } from '@documenso/lib/server-only/user/verify-email';
 import { env } from '@documenso/lib/utils/env';
 import { prisma } from '@documenso/prisma';
-import { UserSecurityAuditLogType } from '@documenso/prisma/client';
 
 import { AuthenticationErrorCode } from '../lib/errors/error-codes';
 import { getCsrfCookie } from '../lib/session/session-cookies';

packages/ee/server-only/limits/server.ts

@@ -1,8 +1,8 @@
+import { DocumentSource, SubscriptionStatus } from '@prisma/client';
 import { DateTime } from 'luxon';
 
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { prisma } from '@documenso/prisma';
-import { DocumentSource, SubscriptionStatus } from '@documenso/prisma/client';
 
 import { getDocumentRelatedPrices } from '../stripe/get-document-related-prices.ts';
 import { FREE_PLAN_LIMITS, SELFHOSTED_PLAN_LIMITS, TEAM_PLAN_LIMITS } from './constants';

packages/ee/server-only/stripe/get-customer.ts

@@ -1,7 +1,8 @@
+import type { User } from '@prisma/client';
+
 import { STRIPE_CUSTOMER_TYPE } from '@documenso/lib/constants/billing';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
-import type { User } from '@documenso/prisma/client';
 
 import { onSubscriptionUpdated } from './webhook/on-subscription-updated';
 

packages/ee/server-only/stripe/get-prices-by-plan.ts

@@ -4,15 +4,14 @@ import { stripe } from '@documenso/lib/server-only/stripe';
 type PlanType = (typeof STRIPE_PLAN_TYPE)[keyof typeof STRIPE_PLAN_TYPE];
 
 export const getPricesByPlan = async (plan: PlanType | PlanType[]) => {
-  const planTypes = typeof plan === 'string' ? [plan] : plan;
+  const planTypes: string[] = typeof plan === 'string' ? [plan] : plan;
 
-  const query = planTypes.map((planType) => `metadata['plan']:'${planType}'`).join(' OR ');
+  const prices = await stripe.prices.list({
-
-  const { data: prices } = await stripe.prices.search({
-    query,
     expand: ['data.product'],
     limit: 100,
   });
 
-  return prices.filter((price) => price.type === 'recurring');
+  return prices.data.filter(
+    (price) => price.type === 'recurring' && planTypes.includes(price.metadata.plan),
+  );
 };

packages/ee/server-only/stripe/transfer-team-subscription.ts

@@ -1,10 +1,10 @@
+import { type Subscription, type Team, type User } from '@prisma/client';
 import type Stripe from 'stripe';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
 import { prisma } from '@documenso/prisma';
-import { type Subscription, type Team, type User } from '@documenso/prisma/client';
 
 import { deleteCustomerPaymentMethods } from './delete-customer-payment-methods';
 import { getTeamPrices } from './get-team-prices';

packages/ee/server-only/stripe/webhook/on-subscription-deleted.ts

@@ -1,6 +1,7 @@
+import { SubscriptionStatus } from '@prisma/client';
+
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
-import { SubscriptionStatus } from '@documenso/prisma/client';
 
 export type OnSubscriptionDeletedOptions = {
   subscription: Stripe.Subscription;

packages/ee/server-only/stripe/webhook/on-subscription-updated.ts

@@ -1,9 +1,9 @@
+import type { Prisma } from '@prisma/client';
+import { SubscriptionStatus } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import type { Stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
-import type { Prisma } from '@documenso/prisma/client';
-import { SubscriptionStatus } from '@documenso/prisma/client';
 
 export type OnSubscriptionUpdatedOptions = {
   userId?: number;

packages/ee/server-only/util/is-community-plan.ts

@@ -1,6 +1,7 @@
+import type { Subscription } from '@prisma/client';
+
 import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
 import { prisma } from '@documenso/prisma';
-import type { Subscription } from '@documenso/prisma/client';
 
 import { getCommunityPlanPriceIds } from '../stripe/get-community-plan-prices';
 

packages/ee/server-only/util/is-document-enterprise.ts

@@ -1,7 +1,8 @@
+import type { Subscription } from '@prisma/client';
+
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
 import { prisma } from '@documenso/prisma';
-import type { Subscription } from '@documenso/prisma/client';
 
 import { getEnterprisePlanPriceIds } from '../stripe/get-enterprise-plan-prices';
 

packages/ee/server-only/util/is-document-platform.ts

@@ -1,7 +1,8 @@
+import type { Document, Subscription } from '@prisma/client';
+
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { subscriptionsContainsActivePlan } from '@documenso/lib/utils/billing';
 import { prisma } from '@documenso/prisma';
-import type { Document, Subscription } from '@documenso/prisma/client';
 
 import { getPlatformPlanPriceIds } from '../stripe/get-platform-plan-prices';
 

packages/email/template-components/template-document-cancel.tsx

@@ -8,12 +8,14 @@ export interface TemplateDocumentCancelProps {
   inviterEmail: string;
   documentName: string;
   assetBaseUrl: string;
+  cancellationReason?: string;
 }
 
 export const TemplateDocumentCancel = ({
   inviterName,
   documentName,
   assetBaseUrl,
+  cancellationReason,
 }: TemplateDocumentCancelProps) => {
   return (
     <>
@@ -34,6 +36,12 @@ export const TemplateDocumentCancel = ({
         <Text className="my-1 text-center text-base text-slate-400">
           <Trans>You don't need to sign it anymore.</Trans>
         </Text>
+
+        {cancellationReason && (
+          <Text className="mt-4 text-center text-base">
+            <Trans>Reason for cancellation: {cancellationReason}</Trans>
+          </Text>
+        )}
       </Section>
     </>
   );

packages/email/template-components/template-document-invite.tsx

@@ -2,10 +2,10 @@ import { useMemo } from 'react';
 
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { RecipientRole } from '@prisma/client';
 import { P, match } from 'ts-pattern';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
-import { RecipientRole } from '@documenso/prisma/client';
 
 import { Button, Section, Text } from '../components';
 import { TemplateDocumentImage } from './template-document-image';

packages/email/templates/document-cancel.tsx

@@ -14,6 +14,7 @@ export const DocumentCancelTemplate = ({
   inviterEmail = 'lucas@documenso.com',
   documentName = 'Open Source Pledge.pdf',
   assetBaseUrl = 'http://localhost:3002',
+  cancellationReason,
 }: DocumentCancelEmailTemplateProps) => {
   const { _ } = useLingui();
   const branding = useBranding();
@@ -48,6 +49,7 @@ export const DocumentCancelTemplate = ({
                 inviterEmail={inviterEmail}
                 documentName={documentName}
                 assetBaseUrl={assetBaseUrl}
+                cancellationReason={cancellationReason}
               />
             </Section>
           </Container>

packages/email/templates/document-created-from-direct-template.tsx

@@ -1,9 +1,9 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import { RecipientRole } from '@prisma/client';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
-import { RecipientRole } from '@documenso/prisma/client';
 
 import { Body, Button, Container, Head, Html, Img, Preview, Section, Text } from '../components';
 import { useBranding } from '../providers/branding';

packages/email/templates/document-invite.tsx

@@ -1,9 +1,9 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
+import type { RecipientRole } from '@prisma/client';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
-import type { RecipientRole } from '@documenso/prisma/client';
 
 import { Body, Container, Head, Hr, Html, Img, Link, Preview, Section, Text } from '../components';
 import { useBranding } from '../providers/branding';

packages/lib/client-only/providers/session.tsx

@@ -1,12 +1,12 @@
 import { createContext, useCallback, useContext, useEffect, useState } from 'react';
 import React from 'react';
 
+import type { Session } from '@prisma/client';
 import { useLocation } from 'react-router';
 
 import { authClient } from '@documenso/auth/client';
 import type { SessionUser } from '@documenso/auth/server/lib/session/session';
 import { type TGetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
-import type { Session } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/client';
 
 export type AppSession = {

packages/lib/constants/document.ts

@@ -8,6 +8,9 @@ export const DOCUMENT_STATUS: {
   [DocumentStatus.COMPLETED]: {
     description: msg`Completed`,
   },
+  [DocumentStatus.REJECTED]: {
+    description: msg`Rejected`,
+  },
   [DocumentStatus.DRAFT]: {
     description: msg`Draft`,
   },
@@ -31,3 +34,29 @@ export const DOCUMENT_DISTRIBUTION_METHODS: Record<string, DocumentDistributionM
     description: msg`None`,
   },
 } satisfies Record<DocumentDistributionMethod, DocumentDistributionMethodTypeData>;
+
+export enum DocumentSignatureType {
+  DRAW = 'draw',
+  TYPE = 'type',
+  UPLOAD = 'upload',
+}
+
+type DocumentSignatureTypeData = {
+  label: MessageDescriptor;
+  value: DocumentSignatureType;
+};
+
+export const DOCUMENT_SIGNATURE_TYPES = {
+  [DocumentSignatureType.DRAW]: {
+    label: msg`Draw`,
+    value: DocumentSignatureType.DRAW,
+  },
+  [DocumentSignatureType.TYPE]: {
+    label: msg`Type`,
+    value: DocumentSignatureType.TYPE,
+  },
+  [DocumentSignatureType.UPLOAD]: {
+    label: msg`Upload`,
+    value: DocumentSignatureType.UPLOAD,
+  },
+} satisfies Record<DocumentSignatureType, DocumentSignatureTypeData>;

packages/lib/constants/signatures.ts

@@ -0,0 +1,4 @@
+export const SIGNATURE_CANVAS_DPI = 2;
+export const SIGNATURE_MIN_COVERAGE_THRESHOLD = 0.01;
+
+export const isBase64Image = (value: string) => value.startsWith('data:image/png;base64,');

packages/lib/jobs/client.ts

@@ -1,5 +1,6 @@
 import { JobClient } from './client/client';
 import { SEND_CONFIRMATION_EMAIL_JOB_DEFINITION } from './definitions/emails/send-confirmation-email';
+import { SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION } from './definitions/emails/send-document-cancelled-emails';
 import { SEND_PASSWORD_RESET_SUCCESS_EMAIL_JOB_DEFINITION } from './definitions/emails/send-password-reset-success-email';
 import { SEND_RECIPIENT_SIGNED_EMAIL_JOB_DEFINITION } from './definitions/emails/send-recipient-signed-email';
 import { SEND_SIGNING_REJECTION_EMAILS_JOB_DEFINITION } from './definitions/emails/send-rejection-emails';
@@ -24,6 +25,7 @@ export const jobsClient = new JobClient([
   SEND_PASSWORD_RESET_SUCCESS_EMAIL_JOB_DEFINITION,
   SEND_SIGNING_REJECTION_EMAILS_JOB_DEFINITION,
   SEND_RECIPIENT_SIGNED_EMAIL_JOB_DEFINITION,
+  SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION,
   BULK_SEND_TEMPLATE_JOB_DEFINITION,
 ] as const);
 

packages/lib/jobs/definitions/emails/send-document-cancelled-emails.handler.ts

@@ -0,0 +1,105 @@
+import { createElement } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { ReadStatus, SendStatus, SigningStatus } from '@prisma/client';
+
+import { mailer } from '@documenso/email/mailer';
+import DocumentCancelTemplate from '@documenso/email/templates/document-cancel';
+import { prisma } from '@documenso/prisma';
+
+import { getI18nInstance } from '../../../client-only/providers/i18n-server';
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
+import { FROM_ADDRESS, FROM_NAME } from '../../../constants/email';
+import { extractDerivedDocumentEmailSettings } from '../../../types/document-email';
+import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
+import { teamGlobalSettingsToBranding } from '../../../utils/team-global-settings-to-branding';
+import type { JobRunIO } from '../../client/_internal/job';
+import type { TSendDocumentCancelledEmailsJobDefinition } from './send-document-cancelled-emails';
+
+export const run = async ({
+  payload,
+  io,
+}: {
+  payload: TSendDocumentCancelledEmailsJobDefinition;
+  io: JobRunIO;
+}) => {
+  const { documentId, cancellationReason } = payload;
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+    },
+    include: {
+      user: true,
+      documentMeta: true,
+      recipients: true,
+      team: {
+        select: {
+          teamEmail: true,
+          name: true,
+          url: true,
+          teamGlobalSettings: true,
+        },
+      },
+    },
+  });
+
+  const { documentMeta, user: documentOwner } = document;
+
+  // Check if document cancellation emails are enabled
+  const isEmailEnabled = extractDerivedDocumentEmailSettings(documentMeta).documentDeleted;
+
+  if (!isEmailEnabled) {
+    return;
+  }
+
+  const i18n = await getI18nInstance(documentMeta?.language);
+
+  // Send cancellation emails to all recipients who have been sent the document or viewed it
+  const recipientsToNotify = document.recipients.filter(
+    (recipient) =>
+      (recipient.sendStatus === SendStatus.SENT || recipient.readStatus === ReadStatus.OPENED) &&
+      recipient.signingStatus !== SigningStatus.REJECTED,
+  );
+
+  await io.runTask('send-cancellation-emails', async () => {
+    await Promise.all(
+      recipientsToNotify.map(async (recipient) => {
+        const template = createElement(DocumentCancelTemplate, {
+          documentName: document.title,
+          inviterName: documentOwner.name || undefined,
+          inviterEmail: documentOwner.email,
+          assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
+          cancellationReason: cancellationReason || 'The document has been cancelled.',
+        });
+
+        const branding = document.team?.teamGlobalSettings
+          ? teamGlobalSettingsToBranding(document.team.teamGlobalSettings)
+          : undefined;
+
+        const [html, text] = await Promise.all([
+          renderEmailWithI18N(template, { lang: documentMeta?.language, branding }),
+          renderEmailWithI18N(template, {
+            lang: documentMeta?.language,
+            branding,
+            plainText: true,
+          }),
+        ]);
+
+        await mailer.sendMail({
+          to: {
+            name: recipient.name,
+            address: recipient.email,
+          },
+          from: {
+            name: FROM_NAME,
+            address: FROM_ADDRESS,
+          },
+          subject: i18n._(msg`Document "${document.title}" Cancelled`),
+          html,
+          text,
+        });
+      }),
+    );
+  });
+};

packages/lib/jobs/definitions/emails/send-document-cancelled-emails.ts

@@ -0,0 +1,33 @@
+import { z } from 'zod';
+
+import { type JobDefinition } from '../../client/_internal/job';
+
+const SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION_ID = 'send.document.cancelled.emails';
+
+const SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION_SCHEMA = z.object({
+  documentId: z.number(),
+  cancellationReason: z.string().optional(),
+  requestMetadata: z.any().optional(),
+});
+
+export type TSendDocumentCancelledEmailsJobDefinition = z.infer<
+  typeof SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION_SCHEMA
+>;
+
+export const SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION = {
+  id: SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION_ID,
+  name: 'Send Document Cancelled Emails',
+  version: '1.0.0',
+  trigger: {
+    name: SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION_ID,
+    schema: SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION_SCHEMA,
+  },
+  handler: async ({ payload, io }) => {
+    const handler = await import('./send-document-cancelled-emails.handler');
+
+    await handler.run({ payload, io });
+  },
+} as const satisfies JobDefinition<
+  typeof SEND_DOCUMENT_CANCELLED_EMAILS_JOB_DEFINITION_ID,
+  TSendDocumentCancelledEmailsJobDefinition
+>;

packages/lib/jobs/definitions/emails/send-team-deleted-email.ts

@@ -23,6 +23,8 @@ const SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION_SCHEMA = z.object({
         brandingHidePoweredBy: z.boolean(),
         teamId: z.number(),
         typedSignatureEnabled: z.boolean(),
+        uploadSignatureEnabled: z.boolean(),
+        drawSignatureEnabled: z.boolean(),
       })
       .nullish(),
   }),

packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts

@@ -1,6 +1,7 @@
 import { createElement } from 'react';
 
 import { msg } from '@lingui/macro';
+import type { TeamGlobalSettings } from '@prisma/client';
 import { parse } from 'csv-parse/sync';
 import { z } from 'zod';
 
@@ -10,7 +11,6 @@ import { sendDocument } from '@documenso/lib/server-only/document/send-document'
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
 import { prisma } from '@documenso/prisma';
-import type { TeamGlobalSettings } from '@documenso/prisma/client';
 
 import { getI18nInstance } from '../../../client-only/providers/i18n-server';
 import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';

packages/lib/jobs/definitions/internal/seal-document.handler.ts

@@ -6,9 +6,11 @@ import { PDFDocument } from 'pdf-lib';
 import { prisma } from '@documenso/prisma';
 import { signPdf } from '@documenso/signing';
 
+import { AppError, AppErrorCode } from '../../../errors/app-error';
 import { sendCompletedEmail } from '../../../server-only/document/send-completed-email';
 import PostHogServerClient from '../../../server-only/feature-flags/get-post-hog-server-client';
 import { getCertificatePdf } from '../../../server-only/htmltopdf/get-certificate-pdf';
+import { addRejectionStampToPdf } from '../../../server-only/pdf/add-rejection-stamp-to-pdf';
 import { flattenAnnotations } from '../../../server-only/pdf/flatten-annotations';
 import { flattenForm } from '../../../server-only/pdf/flatten-form';
 import { insertFieldInPDF } from '../../../server-only/pdf/insert-field-in-pdf';
@@ -22,6 +24,7 @@ import {
 import { getFileServerSide } from '../../../universal/upload/get-file.server';
 import { putPdfFileServerSide } from '../../../universal/upload/put-file.server';
 import { fieldsContainUnsignedRequiredField } from '../../../utils/advanced-fields-helpers';
+import { isDocumentCompleted } from '../../../utils/document';
 import { createDocumentAuditLogData } from '../../../utils/document-audit-logs';
 import type { JobRunIO } from '../../client/_internal/job';
 import type { TSealDocumentJobDefinition } from './seal-document';
@@ -38,11 +41,6 @@ export const run = async ({
   const document = await prisma.document.findFirstOrThrow({
     where: {
       id: documentId,
-      recipients: {
-        every: {
-          signingStatus: SigningStatus.SIGNED,
-        },
-      },
     },
     include: {
       documentMeta: true,
@@ -59,6 +57,16 @@ export const run = async ({
     },
   });
 
+  const isComplete =
+    document.recipients.some((recipient) => recipient.signingStatus === SigningStatus.REJECTED) ||
+    document.recipients.every((recipient) => recipient.signingStatus === SigningStatus.SIGNED);
+
+  if (!isComplete) {
+    throw new AppError(AppErrorCode.UNKNOWN_ERROR, {
+      message: 'Document is not complete',
+    });
+  }
+
   // Seems silly but we need to do this in case the job is re-ran
   // after it has already run through the update task further below.
   // eslint-disable-next-line @typescript-eslint/require-await
@@ -91,9 +99,15 @@ export const run = async ({
     },
   });
 
-  if (recipients.some((recipient) => recipient.signingStatus !== SigningStatus.SIGNED)) {
+  // Determine if the document has been rejected by checking if any recipient has rejected it
-    throw new Error(`Document ${document.id} has unsigned recipients`);
+  const rejectedRecipient = recipients.find(
-  }
+    (recipient) => recipient.signingStatus === SigningStatus.REJECTED,
+  );
+
+  const isRejected = Boolean(rejectedRecipient);
+
+  // Get the rejection reason from the rejected recipient
+  const rejectionReason = rejectedRecipient?.rejectionReason ?? '';
 
   const fields = await prisma.field.findMany({
     where: {
@@ -104,7 +118,8 @@ export const run = async ({
     },
   });
 
-  if (fieldsContainUnsignedRequiredField(fields)) {
+  // Skip the field check if the document is rejected
+  if (!isRejected && fieldsContainUnsignedRequiredField(fields)) {
     throw new Error(`Document ${document.id} has unsigned required fields`);
   }
 
@@ -132,6 +147,11 @@ export const run = async ({
     flattenForm(pdfDoc);
     flattenAnnotations(pdfDoc);
 
+    // Add rejection stamp if the document is rejected
+    if (isRejected && rejectionReason) {
+      await addRejectionStampToPdf(pdfDoc, rejectionReason);
+    }
+
     if (certificateData) {
       const certificateDoc = await PDFDocument.load(certificateData);
 
@@ -160,8 +180,11 @@ export const run = async ({
 
     const { name } = path.parse(document.title);
 
+    // Add suffix based on document status
+    const suffix = isRejected ? '_rejected.pdf' : '_signed.pdf';
+
     const documentData = await putPdfFileServerSide({
-      name: `${name}_signed.pdf`,
+      name: `${name}${suffix}`,
       type: 'application/pdf',
       arrayBuffer: async () => Promise.resolve(pdfBuffer),
     });
@@ -177,6 +200,7 @@ export const run = async ({
       event: 'App: Document Sealed',
       properties: {
         documentId: document.id,
+        isRejected,
       },
     });
   }
@@ -194,7 +218,7 @@ export const run = async ({
           id: document.id,
         },
         data: {
-          status: DocumentStatus.COMPLETED,
+          status: isRejected ? DocumentStatus.REJECTED : DocumentStatus.COMPLETED,
           completedAt: new Date(),
         },
       });
@@ -216,6 +240,7 @@ export const run = async ({
           user: null,
           data: {
             transactionId: nanoid(),
+            ...(isRejected ? { isRejected: true, rejectionReason: rejectionReason } : {}),
           },
         }),
       });
@@ -223,9 +248,9 @@ export const run = async ({
   });
 
   await io.runTask('send-completed-email', async () => {
-    let shouldSendCompletedEmail = sendEmail && !isResealing;
+    let shouldSendCompletedEmail = sendEmail && !isResealing && !isRejected;
 
-    if (isResealing && documentStatus !== DocumentStatus.COMPLETED) {
+    if (isResealing && !isDocumentCompleted(document.status)) {
       shouldSendCompletedEmail = sendEmail;
     }
 
@@ -246,7 +271,9 @@ export const run = async ({
   });
 
   await triggerWebhook({
-    event: WebhookTriggerEvents.DOCUMENT_COMPLETED,
+    event: isRejected
+      ? WebhookTriggerEvents.DOCUMENT_REJECTED
+      : WebhookTriggerEvents.DOCUMENT_COMPLETED,
     data: ZWebhookDocumentSchema.parse(mapDocumentToWebhookDocumentPayload(updatedDocument)),
     userId: updatedDocument.userId,
     teamId: updatedDocument.teamId ?? undefined,

packages/lib/server-only/admin/get-documents-stats.ts

@@ -13,6 +13,7 @@ export const getDocumentStats = async () => {
     [ExtendedDocumentStatus.DRAFT]: 0,
     [ExtendedDocumentStatus.PENDING]: 0,
     [ExtendedDocumentStatus.COMPLETED]: 0,
+    [ExtendedDocumentStatus.REJECTED]: 0,
     [ExtendedDocumentStatus.ALL]: 0,
   };