fix: add preview page

Adds the missing endpoints for documents, envelopes and
templates supporting file uploads in a singular request.

Also updates frontend components that would use the prior
hidden endpoints.

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

@@ -19,13 +19,15 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 import { useCurrentTeam } from '~/providers/team';
 
 type DocumentDuplicateDialogProps = {
-  id: number;
+  id: string;
+  token?: string;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
 export const DocumentDuplicateDialog = ({
   id,
+  token,
   open,
   onOpenChange,
 }: DocumentDuplicateDialogProps) => {
@@ -36,42 +38,38 @@ export const DocumentDuplicateDialog = ({
 
   const team = useCurrentTeam();
 
-  const { data: document, isLoading } = trpcReact.document.get.useQuery(
-    {
-      documentId: id,
-    },
-    {
-      queryHash: `document-duplicate-dialog-${id}`,
-      enabled: open === true,
-    },
-  );
+  const { data: envelopeItemsPayload, isLoading: isLoadingEnvelopeItems } =
+    trpcReact.envelope.item.getManyByToken.useQuery(
+      {
+        envelopeId: id,
+        access: token ? { type: 'recipient', token } : { type: 'user' },
+      },
+      {
+        enabled: open,
+      },
+    );
 
-  const documentData = document?.documentData
-    ? {
-        ...document.documentData,
-        data: document.documentData.initialData,
-      }
-    : undefined;
+  const envelopeItems = envelopeItemsPayload?.envelopeItems || [];
 
   const documentsPath = formatDocumentsPath(team.url);
 
-  const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
-    trpcReact.document.duplicate.useMutation({
-      onSuccess: async ({ id }) => {
+  const { mutateAsync: duplicateEnvelope, isPending: isDuplicating } =
+    trpcReact.envelope.duplicate.useMutation({
+      onSuccess: async ({ duplicatedEnvelopeId }) => {
         toast({
           title: _(msg`Document Duplicated`),
           description: _(msg`Your document has been successfully duplicated.`),
           duration: 5000,
         });
 
-        await navigate(`${documentsPath}/${id}/edit`);
+        await navigate(`${documentsPath}/${duplicatedEnvelopeId}/edit`);
         onOpenChange(false);
       },
     });
 
   const onDuplicate = async () => {
     try {
-      await duplicateDocument({ documentId: id });
+      await duplicateEnvelope({ envelopeId: id });
     } catch {
       toast({
         title: _(msg`Something went wrong`),
@@ -83,14 +81,14 @@ export const DocumentDuplicateDialog = ({
   };
 
   return (
-    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+    <Dialog open={open} onOpenChange={(value) => !isDuplicating && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
           <DialogTitle>
             <Trans>Duplicate</Trans>
           </DialogTitle>
         </DialogHeader>
-        {!documentData || isLoading ? (
+        {isLoadingEnvelopeItems || !envelopeItems || envelopeItems.length === 0 ? (
           <div className="mx-auto -mt-4 flex w-full max-w-screen-xl flex-col px-4 md:px-8">
             <h1 className="mt-4 grow-0 truncate text-2xl font-semibold md:text-3xl">
               <Trans>Loading Document...</Trans>
@@ -98,7 +96,12 @@ export const DocumentDuplicateDialog = ({
           </div>
         ) : (
           <div className="p-2 [&>div]:h-[50vh] [&>div]:overflow-y-scroll">
-            <PDFViewer key={document?.id} documentData={documentData} />
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={undefined}
+              version="original"
+            />
           </div>
         )}
 
@@ -115,8 +118,8 @@ export const DocumentDuplicateDialog = ({
 
             <Button
               type="button"
-              disabled={isDuplicateLoading || isLoading}
-              loading={isDuplicateLoading}
+              disabled={isDuplicating}
+              loading={isDuplicating}
               onClick={onDuplicate}
               className="flex-1"
             >

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

@@ -2,11 +2,10 @@ import { useState } from 'react';
 
 import { useLingui } from '@lingui/react/macro';
 import { Trans } from '@lingui/react/macro';
-import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { DocumentStatus, type EnvelopeItem } from '@prisma/client';
 import { DownloadIcon, FileTextIcon } from 'lucide-react';
 
-import { downloadFile } from '@documenso/lib/client-only/download-file';
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -20,9 +19,7 @@ import {
 import { Skeleton } from '@documenso/ui/primitives/skeleton';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'title' | 'order'> & {
-  documentData: DocumentData;
-};
+type EnvelopeItemToDownload = Pick<EnvelopeItem, 'id' | 'envelopeId' | 'title' | 'order'>;
 
 type EnvelopeDownloadDialogProps = {
   envelopeId: string;
@@ -87,25 +84,11 @@ export const EnvelopeDownloadDialog = ({
     }));
 
     try {
-      const data = await getFile({
-        type: envelopeItem.documentData.type,
-        data:
-          version === 'signed'
-            ? envelopeItem.documentData.data
-            : envelopeItem.documentData.initialData,
-      });
-
-      const blob = new Blob([data], {
-        type: 'application/pdf',
-      });
-
-      const baseTitle = envelopeItem.title.replace(/\.pdf$/, '');
-      const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
-      const filename = `${baseTitle}${suffix}`;
-
-      downloadFile({
-        filename,
-        data: blob,
+      await downloadPDF({
+        envelopeItem,
+        token,
+        fileName: envelopeItem.title,
+        version,
       });
 
       setIsDownloadingState((prev) => ({
@@ -146,7 +129,7 @@ export const EnvelopeDownloadDialog = ({
         <div className="flex flex-col gap-4">
           {isLoadingEnvelopeItems ? (
             <>
-              {Array.from({ length: 2 }).map((_, index) => (
+              {Array.from({ length: 1 }).map((_, index) => (
                 <div
                   key={index}
                   className="border-border bg-card flex items-center gap-2 rounded-lg border p-4"
@@ -175,6 +158,7 @@ export const EnvelopeDownloadDialog = ({
                 </div>
 
                 <div className="min-w-0 flex-1">
+                  {/* Todo: Envelopes - Fix overflow */}
                   <h4 className="text-foreground truncate text-sm font-medium">{item.title}</h4>
                   <p className="text-muted-foreground mt-0.5 text-xs">
                     <Trans>PDF Document</Trans>

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

@@ -7,9 +7,9 @@ import { FilePlus, Loader } from 'lucide-react';
 import { useNavigate } from 'react-router';
 
 import { useSession } from '@documenso/lib/client-only/providers/session';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -54,13 +54,17 @@ export const TemplateCreateDialog = ({ folderId }: TemplateCreateDialogProps) =>
     setIsUploadingFile(true);
 
     try {
-      const response = await putPdfFile(file);
-
-      const { legacyTemplateId: id } = await createTemplate({
+      const payload = {
         title: file.name,
-        templateDocumentDataId: response.id,
         folderId: folderId,
-      });
+      } satisfies TCreateTemplatePayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createTemplate(formData);
 
       toast({
         title: _(msg`Template document uploaded`),

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

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

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

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

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

@@ -3,14 +3,8 @@ import { useEffect, useId, useLayoutEffect, useMemo, useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { DocumentMeta } from '@prisma/client';
-import {
-  type DocumentData,
-  type Field,
-  FieldType,
-  RecipientRole,
-  SigningStatus,
-} from '@prisma/client';
+import type { DocumentMeta, EnvelopeItem } from '@prisma/client';
+import { type Field, FieldType, RecipientRole, SigningStatus } from '@prisma/client';
 import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
 
 import { useThrottleFn } from '@documenso/lib/client-only/hooks/use-throttle-fn';
@@ -50,7 +44,7 @@ export type EmbedSignDocumentClientPageProps = {
   token: string;
   documentId: number;
   envelopeId: string;
-  documentData: DocumentData;
+  envelopeItems: Pick<EnvelopeItem, 'id' | 'envelopeId'>[];
   recipient: RecipientWithFields;
   fields: Field[];
   completedFields: DocumentField[];
@@ -65,7 +59,7 @@ export const EmbedSignDocumentClientPage = ({
   token,
   documentId,
   envelopeId,
-  documentData,
+  envelopeItems,
   recipient,
   fields,
   completedFields,
@@ -293,7 +287,9 @@ export const EmbedSignDocumentClientPage = ({
           {/* Viewer */}
           <div className="embed--DocumentViewer flex-1">
             <PDFViewer
-              documentData={documentData}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
               onDocumentLoad={() => setHasDocumentLoaded(true)}
             />
           </div>

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

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

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

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

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

@@ -152,6 +152,18 @@ export const EditorFieldTextForm = ({
                     className="h-auto"
                     placeholder={t`Add text to the field`}
                     {...field}
+                    onChange={(e) => {
+                      const values = form.getValues();
+                      const characterLimit = values.characterLimit || 0;
+                      let textValue = e.target.value;
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        textValue = textValue.slice(0, characterLimit);
+                      }
+
+                      e.target.value = textValue;
+                      field.onChange(e);
+                    }}
                     rows={1}
                   />
                 </FormControl>
@@ -175,6 +187,18 @@ export const EditorFieldTextForm = ({
                     className="bg-background"
                     placeholder={t`Field character limit`}
                     {...field}
+                    onChange={(e) => {
+                      field.onChange(e);
+
+                      const values = form.getValues();
+                      const characterLimit = parseInt(e.target.value, 10) || 0;
+
+                      const textValue = values.text || '';
+
+                      if (characterLimit > 0 && textValue.length > characterLimit) {
+                        form.setValue('text', textValue.slice(0, characterLimit));
+                      }
+                    }}
                   />
                 </FormControl>
                 <FormMessage />

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

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

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

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

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

@@ -205,6 +205,7 @@ export const DocumentSigningPageViewV2 = () => {
             <div className="flex flex-col items-center justify-center p-2 sm:mt-4 sm:p-4">
               {currentEnvelopeItem ? (
                 <PDFViewerKonvaLazy
+                  renderer="signing"
                   key={currentEnvelopeItem.id}
                   documentDataId={currentEnvelopeItem.documentDataId}
                   customPageRenderer={EnvelopeSignerPageRenderer}

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

@@ -13,6 +13,7 @@ import { prop, sortBy } from 'remeda';
 import { isBase64Image } from '@documenso/lib/constants/signatures';
 import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
 import type { EnvelopeForSigningResponse } from '@documenso/lib/server-only/envelope/get-envelope-for-recipient-signing';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import {
   isFieldUnsignedAndRequired,
   isRequiredField,
@@ -51,7 +52,11 @@ export type EnvelopeSigningContextValue = {
   setSelectedAssistantRecipientId: (_value: number | null) => void;
   selectedAssistantRecipient: EnvelopeForSigningResponse['envelope']['recipients'][number] | null;
 
-  signField: (_fieldId: number, _value: TSignEnvelopeFieldValue) => Promise<void>;
+  signField: (
+    _fieldId: number,
+    _value: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => Promise<void>;
 };
 
 const EnvelopeSigningContext = createContext<EnvelopeSigningContextValue | null>(null);
@@ -284,7 +289,11 @@ export const EnvelopeSigningProvider = ({
       : null;
   }, [envelope.documentMeta?.signingOrder, envelope.recipients, recipient.id]);
 
-  const signField = async (fieldId: number, fieldValue: TSignEnvelopeFieldValue) => {
+  const signField = async (
+    fieldId: number,
+    fieldValue: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => {
     // Set the field locally for direct templates.
     if (isDirectTemplate) {
       handleDirectTemplateFieldInsertion(fieldId, fieldValue);
@@ -295,7 +304,7 @@ export const EnvelopeSigningProvider = ({
       token: envelopeData.recipient.token,
       fieldId,
       fieldValue,
-      authOptions: undefined,
+      authOptions,
     });
   };
 

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

@@ -1,7 +1,8 @@
 import { useEffect, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
-import type { DocumentData, EnvelopeItem } from '@prisma/client';
+import { type DocumentData, DocumentStatus, type EnvelopeItem } from '@prisma/client';
+import { DownloadIcon } from 'lucide-react';
 import { DateTime } from 'luxon';
 
 import {
@@ -22,9 +23,10 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
 
+import { EnvelopeDownloadDialog } from '~/components/dialogs/envelope-download-dialog';
+
 import { EnvelopeRendererFileSelector } from '../envelope-editor/envelope-file-selector';
 import EnvelopeGenericPageRenderer from '../envelope-editor/envelope-generic-page-renderer';
-import { ShareDocumentDownloadButton } from '../share-document-download-button';
 
 export type DocumentCertificateQRViewProps = {
   documentId: number;
@@ -34,6 +36,7 @@ export type DocumentCertificateQRViewProps = {
   documentTeamUrl: string;
   recipientCount?: number;
   completedDate?: Date;
+  token: string;
 };
 
 export const DocumentCertificateQRView = ({
@@ -44,6 +47,7 @@ export const DocumentCertificateQRView = ({
   documentTeamUrl,
   recipientCount = 0,
   completedDate,
+  token,
 }: DocumentCertificateQRViewProps) => {
   const { data: documentViaUser } = trpc.document.get.useQuery({
     documentId,
@@ -96,11 +100,12 @@ export const DocumentCertificateQRView = ({
       )}
 
       {internalVersion === 2 ? (
-        <EnvelopeRenderProvider envelope={{ envelopeItems }}>
+        <EnvelopeRenderProvider envelope={{ envelopeItems }} token={token}>
           <DocumentCertificateQrV2
             title={title}
             recipientCount={recipientCount}
             formattedDate={formattedDate}
+            token={token}
           />
         </EnvelopeRenderProvider>
       ) : (
@@ -119,14 +124,27 @@ export const DocumentCertificateQRView = ({
               </div>
             </div>
 
-            <ShareDocumentDownloadButton
-              title={title}
-              documentData={envelopeItems[0].documentData}
+            <EnvelopeDownloadDialog
+              envelopeId={envelopeItems[0].envelopeId}
+              envelopeStatus={DocumentStatus.COMPLETED}
+              envelopeItems={envelopeItems}
+              token={token}
+              trigger={
+                <Button type="button" variant="outline" className="flex-1">
+                  <DownloadIcon className="mr-2 h-5 w-5" />
+                  <Trans>Download</Trans>
+                </Button>
+              }
             />
           </div>
 
           <div className="mt-12 w-full">
-            <PDFViewer key={envelopeItems[0].id} documentData={envelopeItems[0].documentData} />
+            <PDFViewer
+              key={envelopeItems[0].id}
+              envelopeItem={envelopeItems[0]}
+              token={token}
+              version="signed"
+            />
           </div>
         </>
       )}
@@ -138,14 +156,16 @@ type DocumentCertificateQrV2Props = {
   title: string;
   recipientCount: number;
   formattedDate: string;
+  token: string;
 };
 
 const DocumentCertificateQrV2 = ({
   title,
   recipientCount,
   formattedDate,
+  token,
 }: DocumentCertificateQrV2Props) => {
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, envelopeItems } = useCurrentEnvelopeRender();
 
   return (
     <div className="flex min-h-screen flex-col items-start">
@@ -163,18 +183,24 @@ const DocumentCertificateQrV2 = ({
           </div>
         </div>
 
-        {currentEnvelopeItem && (
-          <ShareDocumentDownloadButton
-            title={title}
-            documentData={currentEnvelopeItem.documentData}
-          />
-        )}
+        <EnvelopeDownloadDialog
+          envelopeId={envelopeItems[0].envelopeId}
+          envelopeStatus={DocumentStatus.COMPLETED}
+          envelopeItems={envelopeItems}
+          token={token}
+          trigger={
+            <Button type="button" variant="outline" className="flex-1">
+              <DownloadIcon className="mr-2 h-5 w-5" />
+              <Trans>Download</Trans>
+            </Button>
+          }
+        />
       </div>
 
       <div className="mt-12 w-full">
         <EnvelopeRendererFileSelector className="mb-4 p-0" fields={[]} secondaryOverride={''} />
 
-        <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+        <PDFViewerKonvaLazy renderer="preview" customPageRenderer={EnvelopeGenericPageRenderer} />
       </div>
     </div>
   );

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

@@ -16,9 +16,9 @@ import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT, IS_BILLING_ENABLED } from '@documenso/l
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -62,14 +62,18 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
-
-      const { legacyDocumentId: id } = await createDocument({
+      const payload = {
         title: file.name,
-        documentDataId: response.id,
-        timezone: userTimezone, // Note: When migrating to v2 document upload remember to pass this through as a 'userTimezone' field.
+        timezone: userTimezone,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateDocumentPayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createDocument(formData);
 
       void refreshLimits();
 

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

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

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

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

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

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

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

@@ -13,9 +13,9 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { DEFAULT_DOCUMENT_TIME_ZONE, TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateDocumentPayloadSchema } from '@documenso/trpc/server/document-router/create-document.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
 import {
@@ -73,14 +73,18 @@ export const DocumentUploadButton = ({ className }: DocumentUploadButtonProps) =
     try {
       setIsLoading(true);
 
-      const response = await putPdfFile(file);
-
-      const { legacyDocumentId: id } = await createDocument({
+      const payload = {
         title: file.name,
-        documentDataId: response.id,
         timezone: userTimezone,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateDocumentPayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createDocument(formData);
 
       void refreshLimits();
 

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

@@ -14,9 +14,9 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { TIME_ZONES } from '@documenso/lib/constants/time-zones';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateEnvelopePayload } from '@documenso/trpc/server/envelope-router/create-envelope.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { DocumentDropzone } from '@documenso/ui/primitives/document-upload';
 import {
@@ -78,35 +78,24 @@ export const EnvelopeUploadButton = ({ className, type, folderId }: EnvelopeUplo
     try {
       setIsLoading(true);
 
-      const result = await Promise.all(
-        files.map(async (file) => {
-          try {
-            const response = await putPdfFile(file);
-
-            return {
-              title: file.name,
-              documentDataId: response.id,
-            };
-          } catch (err) {
-            console.error(err);
-            throw new Error('Failed to upload document');
-          }
-        }),
-      );
-
-      const envelopeItemsToCreate = result.filter(
-        (item): item is { title: string; documentDataId: string } => item !== undefined,
-      );
-
-      const { id } = await createEnvelope({
+      const payload = {
         folderId,
         type,
         title: files[0].name,
-        items: envelopeItemsToCreate,
         meta: {
           timezone: userTimezone,
         },
-      }).catch((error) => {
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      for (const file of files) {
+        formData.append('files', file);
+      }
+
+      const { id } = await createEnvelope(formData).catch((error) => {
         console.error(error);
 
         throw error;

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

@@ -26,7 +26,7 @@ import { fieldButtonList } from './envelope-editor-fields-drag-drop';
 export default function EnvelopeEditorFieldsPageRenderer() {
   const { t, i18n } = useLingui();
   const { envelope, editorFields, getRecipientColorKey } = useCurrentEnvelopeEditor();
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
 
   const interactiveTransformer = useRef<Transformer | null>(null);
 
@@ -103,7 +103,6 @@ export default function EnvelopeEditorFieldsPageRenderer() {
       fieldUpdates.height = fieldPageHeight;
     }
 
-    // Todo: envelopes Use id
     editorFields.updateFieldByFormId(fieldFormId, fieldUpdates);
 
     // Select the field if it is not already selected.
@@ -114,7 +113,7 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     pageLayer.current?.batchDraw();
   };
 
-  const renderFieldOnLayer = (field: TLocalField) => {
+  const unsafeRenderFieldOnLayer = (field: TLocalField) => {
     if (!pageLayer.current) {
       return;
     }
@@ -160,6 +159,15 @@ export default function EnvelopeEditorFieldsPageRenderer() {
     fieldGroup.on('dragend', handleResizeOrMove);
   };
 
+  const renderFieldOnLayer = (field: TLocalField) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */

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

@@ -27,7 +27,8 @@ import type {
 import { canRecipientFieldsBeModified } from '@documenso/lib/utils/recipients';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
-import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
 import { RecipientSelector } from '@documenso/ui/primitives/recipient-selector';
 import { Separator } from '@documenso/ui/primitives/separator';
 
@@ -112,9 +113,34 @@ export const EnvelopeEditorFieldsPage = () => {
         <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
         {/* Document View */}
-        <div className="mt-4 flex h-full justify-center p-4">
+        <div className="mt-4 flex flex-col items-center justify-center">
+          {envelope.recipients.length === 0 && (
+            <Alert
+              variant="neutral"
+              className="border-border bg-background mb-4 flex max-w-[800px] flex-row items-center justify-between space-y-0 rounded-sm border"
+            >
+              <div className="flex flex-col gap-1">
+                <AlertTitle>
+                  <Trans>Missing Recipients</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>You need at least one recipient to add fields</Trans>
+                </AlertDescription>
+              </div>
+
+              <Button asChild variant="outline">
+                <Link to={`${relativePath.editorPath}`}>
+                  <Trans>Add Recipients</Trans>
+                </Link>
+              </Button>
+            </Alert>
+          )}
+
           {currentEnvelopeItem !== null ? (
-            <PDFViewerKonvaLazy customPageRenderer={EnvelopeEditorFieldsPageRenderer} />
+            <PDFViewerKonvaLazy
+              renderer="editor"
+              customPageRenderer={EnvelopeEditorFieldsPageRenderer}
+            />
           ) : (
             <div className="flex flex-col items-center justify-center py-32">
               <FileTextIcon className="text-muted-foreground h-10 w-10" />
@@ -130,7 +156,7 @@ export const EnvelopeEditorFieldsPage = () => {
       </div>
 
       {/* Right Section - Form Fields Panel */}
-      {currentEnvelopeItem && (
+      {currentEnvelopeItem && envelope.recipients.length > 0 && (
         <div className="bg-background border-border sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l py-4">
           {/* Recipient selector section. */}
           <section className="px-4">
@@ -138,29 +164,15 @@ export const EnvelopeEditorFieldsPage = () => {
               <Trans>Selected Recipient</Trans>
             </h3>
 
-            {envelope.recipients.length === 0 ? (
-              <Alert variant="warning">
-                <AlertDescription className="flex flex-col gap-2">
-                  <Trans>You need at least one recipient to add fields</Trans>
-
-                  <Link to={`${relativePath.editorPath}`} className="text-sm">
-                    <p>
-                      <Trans>Click here to add a recipient</Trans>
-                    </p>
-                  </Link>
-                </AlertDescription>
-              </Alert>
-            ) : (
-              <RecipientSelector
-                selectedRecipient={editorFields.selectedRecipient}
-                onSelectedRecipientChange={(recipient) =>
-                  editorFields.setSelectedRecipient(recipient.id)
-                }
-                recipients={envelope.recipients}
-                className="w-full"
-                align="end"
-              />
-            )}
+            <RecipientSelector
+              selectedRecipient={editorFields.selectedRecipient}
+              onSelectedRecipientChange={(recipient) =>
+                editorFields.setSelectedRecipient(recipient.id)
+              }
+              recipients={envelope.recipients}
+              className="w-full"
+              align="end"
+            />
 
             {editorFields.selectedRecipient &&
               !canRecipientFieldsBeModified(editorFields.selectedRecipient, envelope.fields) && (

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

@@ -1,10 +1,20 @@
-import { lazy, useEffect, useState } from 'react';
+import { lazy, useEffect, useMemo, useState } from 'react';
 
+import { faker } from '@faker-js/faker/locale/en';
 import { Trans } from '@lingui/react/macro';
-import { ConstructionIcon, FileTextIcon } from 'lucide-react';
+import { FieldType } from '@prisma/client';
+import { FileTextIcon } from 'lucide-react';
+import { match } from 'ts-pattern';
 
 import { useCurrentEnvelopeEditor } from '@documenso/lib/client-only/providers/envelope-editor-provider';
-import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
+import {
+  EnvelopeRenderProvider,
+  useCurrentEnvelopeRender,
+} from '@documenso/lib/client-only/providers/envelope-render-provider';
+import { ZFieldAndMetaSchema } from '@documenso/lib/types/field-meta';
+import { extractFieldInsertionValues } from '@documenso/lib/utils/envelope-signing';
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
 import PDFViewerKonvaLazy from '@documenso/ui/components/pdf-viewer/pdf-viewer-konva-lazy';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
@@ -15,15 +25,169 @@ import { EnvelopeRendererFileSelector } from './envelope-file-selector';
 
 const EnvelopeGenericPageRenderer = lazy(async () => import('./envelope-generic-page-renderer'));
 
+// Todo: Envelopes - Dynamically import faker
 export const EnvelopeEditorPreviewPage = () => {
   const { envelope, editorFields } = useCurrentEnvelopeEditor();
 
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, fields } = useCurrentEnvelopeRender();
 
   const [selectedPreviewMode, setSelectedPreviewMode] = useState<'recipient' | 'signed'>(
     'recipient',
   );
 
+  const fieldsWithPlaceholders = useMemo(() => {
+    return fields.map((field) => {
+      const fieldMeta = ZFieldAndMetaSchema.parse(field);
+
+      const recipient = envelope.recipients.find((recipient) => recipient.id === field.recipientId);
+
+      if (!recipient) {
+        throw new Error('Recipient not found');
+      }
+
+      faker.seed(recipient.id);
+
+      const recipientName = recipient.name || faker.person.fullName();
+      const recipientEmail = recipient.email || faker.internet.email();
+
+      faker.seed(recipient.id + field.id);
+
+      return {
+        ...field,
+        inserted: true,
+        ...match(fieldMeta)
+          .with({ type: FieldType.TEXT }, ({ fieldMeta }) => {
+            let text = fieldMeta?.text || faker.lorem.words(5);
+
+            if (fieldMeta?.characterLimit) {
+              text = text.slice(0, fieldMeta?.characterLimit);
+            }
+
+            return {
+              customText: text,
+            };
+          })
+          .with({ type: FieldType.NUMBER }, ({ fieldMeta }) => {
+            let number = fieldMeta?.value ?? '';
+
+            if (number === '') {
+              number = faker.number
+                .int({
+                  min: fieldMeta?.minValue ?? 0,
+                  max: fieldMeta?.maxValue ?? 1000,
+                })
+                .toString();
+            }
+
+            return {
+              customText: number,
+            };
+          })
+          .with({ type: FieldType.DATE }, () => {
+            const date = extractFieldInsertionValues({
+              fieldValue: {
+                type: FieldType.DATE,
+                value: true,
+              },
+              field,
+              documentMeta: envelope.documentMeta,
+            });
+
+            return {
+              customText: date.customText,
+            };
+          })
+          .with({ type: FieldType.EMAIL }, () => {
+            return {
+              customText: recipientEmail,
+            };
+          })
+          .with({ type: FieldType.NAME }, () => {
+            return {
+              customText: recipientName,
+            };
+          })
+          .with({ type: FieldType.INITIALS }, () => {
+            return {
+              customText: extractInitials(recipientName),
+            };
+          })
+          .with({ type: FieldType.RADIO }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            if (values.length === 0) {
+              return '';
+            }
+
+            let customText = '';
+
+            const preselectedValue = values.findIndex((value) => value.checked);
+
+            if (preselectedValue !== -1) {
+              customText = preselectedValue.toString();
+            } else {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = randomIndex.toString();
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.CHECKBOX }, ({ fieldMeta }) => {
+            let checkedValues: number[] = [];
+
+            const values = fieldMeta?.values ?? [];
+
+            values.forEach((value, index) => {
+              if (value.checked) {
+                checkedValues.push(index);
+              }
+            });
+
+            if (checkedValues.length === 0 && values.length > 0) {
+              const numberOfValues = fieldMeta?.validationLength || 1;
+
+              checkedValues = Array.from({ length: numberOfValues }, (_, index) => index);
+            }
+
+            return {
+              customText: toCheckboxCustomText(checkedValues),
+            };
+          })
+          .with({ type: FieldType.DROPDOWN }, ({ fieldMeta }) => {
+            const values = fieldMeta?.values ?? [];
+
+            let customText = fieldMeta?.defaultValue || '';
+
+            if (!customText && values.length > 0) {
+              const randomIndex = faker.number.int({ min: 0, max: values.length - 1 });
+              customText = values[randomIndex].value;
+            }
+
+            return {
+              customText,
+            };
+          })
+          .with({ type: FieldType.SIGNATURE }, () => {
+            return {
+              customText: '',
+              signature: {
+                signatureImageAsBase64: '',
+                typedSignature: recipientName,
+              },
+            };
+          })
+          .with({ type: FieldType.FREE_SIGNATURE }, () => {
+            return {
+              customText: '',
+            };
+          })
+          .exhaustive(),
+      };
+    });
+  }, [fields, envelope, envelope.recipients, envelope.documentMeta]);
+
   /**
    * Set the selected recipient to the first recipient in the envelope.
    */
@@ -31,40 +195,38 @@ export const EnvelopeEditorPreviewPage = () => {
     editorFields.setSelectedRecipient(envelope.recipients[0]?.id ?? null);
   }, []);
 
+  // Override the parent renderer provider so we can inject custom fields.
   return (
-    <div className="relative flex h-full">
-      <div className="flex w-full flex-col overflow-y-auto">
-        {/* Horizontal envelope item selector */}
-        <EnvelopeRendererFileSelector fields={editorFields.localFields} />
+    <EnvelopeRenderProvider
+      envelope={envelope}
+      token={undefined}
+      fields={fieldsWithPlaceholders}
+      recipientIds={envelope.recipients.map((recipient) => recipient.id)}
+      overrideSettings={{
+        mode: 'export',
+      }}
+    >
+      <div className="relative flex h-full">
+        <div className="flex w-full flex-col overflow-y-auto">
+          {/* Horizontal envelope item selector */}
+          <EnvelopeRendererFileSelector fields={editorFields.localFields} />
 
-        {/* Document View */}
-        <div className="mt-4 flex flex-col items-center justify-center">
-          <Alert variant="warning" className="mb-4 max-w-[800px]">
-            <AlertTitle>
-              <Trans>Preview Mode</Trans>
-            </AlertTitle>
-            <AlertDescription>
-              <Trans>Preview what the signed document will look like with placeholder data</Trans>
-            </AlertDescription>
-          </Alert>
+          {/* Document View */}
+          <div className="mt-4 flex flex-col items-center justify-center">
+            <Alert variant="warning" className="mb-4 max-w-[800px]">
+              <AlertTitle>
+                <Trans>Preview Mode</Trans>
+              </AlertTitle>
+              <AlertDescription>
+                <Trans>Preview what the signed document will look like with placeholder data</Trans>
+              </AlertDescription>
+            </Alert>
 
-          {/* Coming soon section */}
-          <div className="border-border bg-card hover:bg-accent/10 flex w-full max-w-[800px] items-center gap-4 rounded-lg border p-4 transition-colors">
-            <div className="flex w-full flex-col items-center justify-center gap-2 py-32">
-              <ConstructionIcon className="text-muted-foreground h-10 w-10" />
-              <h3 className="text-foreground text-sm font-semibold">
-                <Trans>Coming soon</Trans>
-              </h3>
-              <p className="text-muted-foreground text-sm">
-                <Trans>This feature is coming soon</Trans>
-              </p>
-            </div>
-          </div>
-
-          {/* Todo: Envelopes - Remove div after preview mode is implemented */}
-          <div className="hidden">
             {currentEnvelopeItem !== null ? (
-              <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+              <PDFViewerKonvaLazy
+                renderer="editor"
+                customPageRenderer={EnvelopeGenericPageRenderer}
+              />
             ) : (
               <div className="flex flex-col items-center justify-center py-32">
                 <FileTextIcon className="text-muted-foreground h-10 w-10" />
@@ -78,27 +240,28 @@ export const EnvelopeEditorPreviewPage = () => {
             )}
           </div>
         </div>
-      </div>
 
-      {/* Right Section - Form Fields Panel */}
-      {currentEnvelopeItem && false && (
-        <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
-          {/* Add fields section. */}
-          <section className="px-4">
-            {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">
+        {/* Right Section - Form Fields Panel */}
+        {currentEnvelopeItem && false && (
+          <div className="sticky top-0 h-full w-80 flex-shrink-0 overflow-y-auto border-l border-gray-200 bg-white py-4">
+            {/* Add fields section. */}
+            <section className="px-4">
+              {/* <h3 className="mb-2 text-sm font-semibold text-gray-900">
               <Trans>Preivew Mode</Trans>
             </h3> */}
 
-            <Alert variant="neutral">
-              <AlertTitle>
-                <Trans>Preview Mode</Trans>
-              </AlertTitle>
-              <AlertDescription>
-                <Trans>Preview what the signed document will look like with placeholder data</Trans>
-              </AlertDescription>
-            </Alert>
+              <Alert variant="neutral">
+                <AlertTitle>
+                  <Trans>Preview Mode</Trans>
+                </AlertTitle>
+                <AlertDescription>
+                  <Trans>
+                    Preview what the signed document will look like with placeholder data
+                  </Trans>
+                </AlertDescription>
+              </Alert>
 
-            {/* <Alert variant="neutral">
+              {/* <Alert variant="neutral">
               <RadioGroup
                 className="gap-y-1"
                 value={selectedPreviewMode}
@@ -137,36 +300,37 @@ export const EnvelopeEditorPreviewPage = () => {
             <div>Preview what a recipient will see</div>
 
             <div>Preview the signed document</div> */}
-          </section>
+            </section>
 
-          {false && (
-            <AnimateGenericFadeInOut key={selectedPreviewMode}>
-              {selectedPreviewMode === 'recipient' && (
-                <>
-                  <Separator className="my-4" />
+            {false && (
+              <AnimateGenericFadeInOut key={selectedPreviewMode}>
+                {selectedPreviewMode === 'recipient' && (
+                  <>
+                    <Separator className="my-4" />
 
-                  {/* Recipient selector section. */}
-                  <section className="px-4">
-                    <h3 className="mb-2 text-sm font-semibold text-gray-900">
-                      <Trans>Selected Recipient</Trans>
-                    </h3>
+                    {/* Recipient selector section. */}
+                    <section className="px-4">
+                      <h3 className="mb-2 text-sm font-semibold text-gray-900">
+                        <Trans>Selected Recipient</Trans>
+                      </h3>
 
-                    <RecipientSelector
-                      selectedRecipient={editorFields.selectedRecipient}
-                      onSelectedRecipientChange={(recipient) =>
-                        editorFields.setSelectedRecipient(recipient.id)
-                      }
-                      recipients={envelope.recipients}
-                      className="w-full"
-                      align="end"
-                    />
-                  </section>
-                </>
-              )}
-            </AnimateGenericFadeInOut>
-          )}
-        </div>
-      )}
-    </div>
+                      <RecipientSelector
+                        selectedRecipient={editorFields.selectedRecipient}
+                        onSelectedRecipientChange={(recipient) =>
+                          editorFields.setSelectedRecipient(recipient.id)
+                        }
+                        recipients={envelope.recipients}
+                        className="w-full"
+                        align="end"
+                      />
+                    </section>
+                  </>
+                )}
+              </AnimateGenericFadeInOut>
+            )}
+          </div>
+        )}
+      </div>
+    </EnvelopeRenderProvider>
   );
 };

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

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

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

@@ -142,7 +142,7 @@ export const EnvelopeEditorUploadPage = () => {
 
     const { createdEnvelopeItems } = await createEnvelopeItems({
       envelopeId: envelope.id,
-      items: envelopeItemsToCreate,
+      data: envelopeItemsToCreate,
     }).catch((error) => {
       console.error(error);
 
@@ -203,7 +203,6 @@ export const EnvelopeEditorUploadPage = () => {
     debouncedUpdateEnvelopeItems(items);
   };
 
-  // Todo: Envelopes - Sync into envelopes data
   const debouncedUpdateEnvelopeItems = useDebounceFunction((files: LocalFile[]) => {
     void updateEnvelopeItems({
       envelopeId: envelope.id,

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

@@ -12,7 +12,8 @@ import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 export default function EnvelopeGenericPageRenderer() {
   const { i18n } = useLingui();
 
-  const { currentEnvelopeItem, fields, getRecipientColorKey } = useCurrentEnvelopeRender();
+  const { currentEnvelopeItem, fields, getRecipientColorKey, setRenderError, overrideSettings } =
+    useCurrentEnvelopeRender();
 
   const {
     stage,
@@ -37,7 +38,7 @@ export default function EnvelopeGenericPageRenderer() {
     [fields, pageContext.pageNumber],
   );
 
-  const renderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
+  const unsafeRenderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
@@ -49,12 +50,11 @@ export default function EnvelopeGenericPageRenderer() {
       field: {
         renderId: field.id.toString(),
         ...field,
-        customText: '',
         width: Number(field.width),
         height: Number(field.height),
         positionX: Number(field.positionX),
         positionY: Number(field.positionY),
-        inserted: false,
+        customText: field.inserted ? field.customText : '',
         fieldMeta: field.fieldMeta,
       },
       translations: getClientSideFieldTranslations(i18n),
@@ -62,10 +62,19 @@ export default function EnvelopeGenericPageRenderer() {
       pageHeight: unscaledViewport.height,
       color: getRecipientColorKey(field.recipientId),
       editable: false,
-      mode: 'sign',
+      mode: overrideSettings?.mode ?? 'sign',
     });
   };
 
+  const renderFieldOnLayer = (field: TEnvelope['fields'][number]) => {
+    try {
+      unsafeRenderFieldOnLayer(field);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */

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

@@ -10,14 +10,17 @@ import { usePageRenderer } from '@documenso/lib/client-only/hooks/use-page-rende
 import { useCurrentEnvelopeRender } from '@documenso/lib/client-only/providers/envelope-render-provider';
 import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import { DIRECT_TEMPLATE_RECIPIENT_EMAIL } from '@documenso/lib/constants/direct-templates';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { ZFullFieldSchema } from '@documenso/lib/types/field';
 import { createSpinner } from '@documenso/lib/universal/field-renderer/field-generic-items';
 import { renderField } from '@documenso/lib/universal/field-renderer/render-field';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
 import { getClientSideFieldTranslations } from '@documenso/lib/utils/fields';
 import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import type { TSignEnvelopeFieldValue } from '@documenso/trpc/server/envelope-router/sign-envelope-field.types';
 import { EnvelopeFieldToolTip } from '@documenso/ui/components/field/envelope-field-tooltip';
 import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { handleCheckboxFieldClick } from '~/utils/field-signing/checkbox-field';
 import { handleDropdownFieldClick } from '~/utils/field-signing/dropdown-field';
@@ -28,20 +31,24 @@ import { handleNumberFieldClick } from '~/utils/field-signing/number-field';
 import { handleSignatureFieldClick } from '~/utils/field-signing/signature-field';
 import { handleTextFieldClick } from '~/utils/field-signing/text-field';
 
+import { useRequiredDocumentSigningAuthContext } from '../document-signing/document-signing-auth-provider';
 import { useRequiredEnvelopeSigningContext } from '../document-signing/envelope-signing-provider';
 
 export default function EnvelopeSignerPageRenderer() {
-  const { i18n } = useLingui();
-  const { currentEnvelopeItem } = useCurrentEnvelopeRender();
+  const { t, i18n } = useLingui();
+  const { currentEnvelopeItem, setRenderError } = useCurrentEnvelopeRender();
   const { sessionData } = useOptionalSession();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentSigningAuthContext();
+  const { toast } = useToast();
+
   const {
     envelopeData,
     recipient,
     recipientFields,
     recipientFieldsRemaining,
     showPendingFieldTooltip,
-    signField,
+    signField: signFieldInternal,
     email,
     setEmail,
     fullName,
@@ -80,7 +87,7 @@ export default function EnvelopeSignerPageRenderer() {
     );
   }, [recipientFields, selectedAssistantRecipientFields, pageContext.pageNumber]);
 
-  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+  const unsafeRenderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
     if (!pageLayer.current) {
       console.error('Layer not loaded yet');
       return;
@@ -237,7 +244,7 @@ export default function EnvelopeSignerPageRenderer() {
             .then(async (payload) => {
               if (payload) {
                 fieldGroup.add(loadingSpinnerGroup);
-                await signField(field.id, payload); // Todo: Envelopes - Handle errors
+                await signField(field.id, payload);
               }
 
               if (payload?.value) {
@@ -318,7 +325,6 @@ export default function EnvelopeSignerPageRenderer() {
          * SIGNATURE FIELD.
          */
         .with({ type: FieldType.SIGNATURE }, (field) => {
-          // Todo: Envelopes - Reauth
           handleSignatureFieldClick({
             field,
             signature,
@@ -329,11 +335,21 @@ export default function EnvelopeSignerPageRenderer() {
             .then(async (payload) => {
               if (payload) {
                 fieldGroup.add(loadingSpinnerGroup);
-                await signField(field.id, payload);
-              }
 
-              if (payload?.value) {
-                setSignature(payload.value);
+                if (payload.value) {
+                  void executeActionAuthProcedure({
+                    onReauthFormSubmit: async (authOptions) => {
+                      await signField(field.id, payload, authOptions);
+
+                      loadingSpinnerGroup.destroy();
+                    },
+                    actionTarget: field.type,
+                  });
+
+                  setSignature(payload.value);
+                } else {
+                  await signField(field.id, payload);
+                }
               }
             })
             .finally(() => {
@@ -347,13 +363,42 @@ export default function EnvelopeSignerPageRenderer() {
     fieldGroup.on('pointerdown', handleFieldGroupClick);
   };
 
+  const renderFieldOnLayer = (unparsedField: Field & { signature?: Signature | null }) => {
+    try {
+      unsafeRenderFieldOnLayer(unparsedField);
+    } catch (err) {
+      console.error(err);
+      setRenderError(true);
+    }
+  };
+
+  const signField = async (
+    fieldId: number,
+    payload: TSignEnvelopeFieldValue,
+    authOptions?: TRecipientActionAuth,
+  ) => {
+    try {
+      await signFieldInternal(fieldId, payload, authOptions);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: t`Error`,
+        description: t`An error occurred while signing the field.`,
+        variant: 'destructive',
+      });
+
+      throw err;
+    }
+  };
+
   /**
    * Initialize the Konva page canvas and all fields and interactions.
    */
   const createPageCanvas = (currentStage: Konva.Stage, currentPageLayer: Konva.Layer) => {
     // Render the fields.
     for (const field of localPageFields) {
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
+      renderFieldOnLayer(field);
     }
 
     currentPageLayer.batchDraw();
@@ -369,7 +414,7 @@ export default function EnvelopeSignerPageRenderer() {
 
     localPageFields.forEach((field) => {
       console.log('Field changed/inserted, rendering on canvas');
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
+      renderFieldOnLayer(field);
     });
 
     pageLayer.current.batchDraw();
@@ -387,7 +432,7 @@ export default function EnvelopeSignerPageRenderer() {
     pageLayer.current.destroyChildren();
 
     localPageFields.forEach((field) => {
-      renderFieldOnLayer(field); // Todo: Envelopes - [CRITICAL] Handle errors which prevent rendering
+      renderFieldOnLayer(field);
     });
 
     pageLayer.current.batchDraw();

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

@@ -1,49 +0,0 @@
-import { useState } from 'react';
-
-import { msg } from '@lingui/core/macro';
-import { useLingui } from '@lingui/react';
-import { Trans } from '@lingui/react/macro';
-import { Download } from 'lucide-react';
-
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
-import type { DocumentData } from '@documenso/prisma/client';
-import { Button } from '@documenso/ui/primitives/button';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-export type ShareDocumentDownloadButtonProps = {
-  title: string;
-  documentData: DocumentData;
-};
-
-export const ShareDocumentDownloadButton = ({
-  title,
-  documentData,
-}: ShareDocumentDownloadButtonProps) => {
-  const { _ } = useLingui();
-  const { toast } = useToast();
-
-  const [isDownloading, setIsDownloading] = useState(false);
-
-  const onDownloadClick = async () => {
-    try {
-      setIsDownloading(true);
-
-      await downloadPDF({ documentData, fileName: title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    } finally {
-      setIsDownloading(false);
-    }
-  };
-
-  return (
-    <Button loading={isDownloading} onClick={onDownloadClick}>
-      {!isDownloading && <Download className="mr-2 h-4 w-4" />}
-      <Trans>Download</Trans>
-    </Button>
-  );
-};

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

@@ -10,9 +10,9 @@ import { match } from 'ts-pattern';
 
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
-import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
 import { formatTemplatesPath } from '@documenso/lib/utils/teams';
 import { trpc } from '@documenso/trpc/react';
+import type { TCreateTemplatePayloadSchema } from '@documenso/trpc/server/template-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -40,13 +40,17 @@ export const TemplateDropZoneWrapper = ({ children, className }: TemplateDropZon
     try {
       setIsLoading(true);
 
-      const documentData = await putPdfFile(file);
-
-      const { legacyTemplateId: id } = await createTemplate({
+      const payload = {
         title: file.name,
-        templateDocumentDataId: documentData.id,
         folderId: folderId ?? undefined,
-      });
+      } satisfies TCreateTemplatePayloadSchema;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+      formData.append('file', file);
+
+      const { envelopeId: id } = await createTemplate(formData);
 
       toast({
         title: _(msg`Template uploaded`),

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

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

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

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

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

@@ -10,7 +10,6 @@ import {
   Download,
   Edit,
   EyeIcon,
-  FileDown,
   FolderInput,
   Loader,
   MoreHorizontal,
@@ -20,12 +19,10 @@ import {
 } from 'lucide-react';
 import { Link } from 'react-router';
 
-import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import type { TDocumentMany as TDocumentRow } from '@documenso/lib/types/document';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import {
   DropdownMenu,
@@ -34,7 +31,6 @@ import {
   DropdownMenuLabel,
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { DocumentDeleteDialog } from '~/components/dialogs/document-delete-dialog';
 import { DocumentDuplicateDialog } from '~/components/dialogs/document-duplicate-dialog';
@@ -56,7 +52,6 @@ export const DocumentsTableActionDropdown = ({
   const { user } = useSession();
   const team = useCurrentTeam();
 
-  const { toast } = useToast();
   const { _ } = useLingui();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
@@ -76,58 +71,6 @@ export const DocumentsTableActionDropdown = ({
   const documentsPath = formatDocumentsPath(team.url);
   const formatPath = `${documentsPath}/${row.envelopeId}/edit`;
 
-  const onDownloadClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query({
-            documentId: row.id,
-          })
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: row.title });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
-  const onDownloadOriginalClick = async () => {
-    try {
-      const document = !recipient
-        ? await trpcClient.document.get.query({
-            documentId: row.id,
-          })
-        : await trpcClient.document.getDocumentByToken.query({
-            token: recipient.token,
-          });
-
-      const documentData = document?.documentData;
-
-      if (!documentData) {
-        return;
-      }
-
-      await downloadPDF({ documentData, fileName: row.title, version: 'original' });
-    } catch (err) {
-      toast({
-        title: _(msg`Something went wrong`),
-        description: _(msg`An error occurred while downloading your document.`),
-        variant: 'destructive',
-      });
-    }
-  };
-
   const nonSignedRecipients = row.recipients.filter((item) => item.signingStatus !== 'SIGNED');
 
   return (
@@ -178,33 +121,19 @@ export const DocumentsTableActionDropdown = ({
           </Link>
         </DropdownMenuItem>
 
-        {row.internalVersion === 2 ? (
-          <EnvelopeDownloadDialog
-            envelopeId={row.envelopeId}
-            envelopeStatus={row.status}
-            token={recipient?.token}
-            trigger={
-              <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
-                <div>
-                  <Download className="mr-2 h-4 w-4" />
-                  <Trans>Download</Trans>
-                </div>
-              </DropdownMenuItem>
-            }
-          />
-        ) : (
-          <>
-            <DropdownMenuItem disabled={!isComplete} onClick={onDownloadClick}>
-              <Download className="mr-2 h-4 w-4" />
-              <Trans>Download</Trans>
+        <EnvelopeDownloadDialog
+          envelopeId={row.envelopeId}
+          envelopeStatus={row.status}
+          token={recipient?.token}
+          trigger={
+            <DropdownMenuItem asChild onSelect={(e) => e.preventDefault()}>
+              <div>
+                <Download className="mr-2 h-4 w-4" />
+                <Trans>Download</Trans>
+              </div>
             </DropdownMenuItem>
-
-            <DropdownMenuItem onClick={onDownloadOriginalClick}>
-              <FileDown className="mr-2 h-4 w-4" />
-              <Trans>Download Original</Trans>
-            </DropdownMenuItem>
-          </>
-        )}
+          }
+        />
 
         <DropdownMenuItem onClick={() => setDuplicateDialogOpen(true)}>
           <Copy className="mr-2 h-4 w-4" />
@@ -273,7 +202,8 @@ export const DocumentsTableActionDropdown = ({
       />
 
       <DocumentDuplicateDialog
-        id={row.id}
+        id={row.envelopeId}
+        token={recipient?.token}
         open={isDuplicateDialogOpen}
         onOpenChange={setDuplicateDialogOpen}
       />

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

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

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

@@ -147,6 +147,7 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
           <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
             <EnvelopeRenderProvider
               envelope={envelope}
+              token={undefined}
               fields={envelope.status == DocumentStatus.COMPLETED ? [] : envelope.fields}
               recipientIds={envelope.recipients.map((recipient) => recipient.id)}
             >
@@ -156,7 +157,10 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
 
               <Card className="rounded-xl before:rounded-xl" gradient>
                 <CardContent className="p-2">
-                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                  <PDFViewerKonvaLazy
+                    renderer="preview"
+                    customPageRenderer={EnvelopeGenericPageRenderer}
+                  />
                 </CardContent>
               </Card>
             </EnvelopeRenderProvider>
@@ -178,9 +182,10 @@ export default function DocumentPage({ params }: Route.ComponentProps) {
               )}
 
               <PDFViewer
-                document={envelope}
+                envelopeItem={envelope.envelopeItems[0]}
+                token={undefined}
                 key={envelope.envelopeItems[0].id}
-                documentData={envelope.envelopeItems[0].documentData}
+                version="signed"
               />
             </CardContent>
           </Card>

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

@@ -101,6 +101,7 @@ export default function EnvelopeEditorPage({ params }: Route.ComponentProps) {
     <EnvelopeEditorProvider initialEnvelope={envelope}>
       <EnvelopeRenderProvider
         envelope={envelope}
+        token={undefined}
         fields={envelope.fields}
         recipientIds={envelope.recipients.map((recipient) => recipient.id)}
       >

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

@@ -170,6 +170,7 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
           <div className="relative col-span-12 lg:col-span-6 xl:col-span-7">
             <EnvelopeRenderProvider
               envelope={envelope}
+              token={undefined}
               fields={envelope.fields}
               recipientIds={envelope.recipients.map((recipient) => recipient.id)}
             >
@@ -179,7 +180,10 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
 
               <Card className="rounded-xl before:rounded-xl" gradient>
                 <CardContent className="p-2">
-                  <PDFViewerKonvaLazy customPageRenderer={EnvelopeGenericPageRenderer} />
+                  <PDFViewerKonvaLazy
+                    renderer="preview"
+                    customPageRenderer={EnvelopeGenericPageRenderer}
+                  />
                 </CardContent>
               </Card>
             </EnvelopeRenderProvider>
@@ -200,9 +204,10 @@ export default function TemplatePage({ params }: Route.ComponentProps) {
               />
 
               <PDFViewer
-                document={envelope}
+                envelopeItem={envelope.envelopeItems[0]}
+                token={undefined}
+                version="signed"
                 key={envelope.envelopeItems[0].id}
-                documentData={envelope.envelopeItems[0].documentData}
               />
             </CardContent>
           </Card>

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

@@ -245,7 +245,7 @@ const DirectSigningPageV2 = ({ data }: { data: Awaited<ReturnType<typeof handleV
         recipient={recipient}
         user={user}
       >
-        <EnvelopeRenderProvider envelope={envelope}>
+        <EnvelopeRenderProvider envelope={envelope} token={recipient.token}>
           <DocumentSigningPageViewV2 />
         </EnvelopeRenderProvider>
       </DocumentSigningAuthProvider>

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

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

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

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

apps/remix/app/routes/_share+/share.$slug.tsx

@@ -60,6 +60,7 @@ export const loader = async ({ request, params: { slug } }: Route.LoaderArgs) =>
 
     return {
       document,
+      token: slug,
     };
   }
 
@@ -74,7 +75,7 @@ export const loader = async ({ request, params: { slug } }: Route.LoaderArgs) =>
 };
 
 export default function SharePage() {
-  const { document } = useLoaderData<typeof loader>();
+  const { document, token } = useLoaderData<typeof loader>();
 
   if (document) {
     return (
@@ -86,6 +87,7 @@ export default function SharePage() {
         envelopeItems={document.envelopeItems}
         recipientCount={document.recipientCount}
         completedDate={document.completedAt ?? undefined}
+        token={token}
       />
     );
   }

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

@@ -124,7 +124,7 @@ export default function EmbedDirectTemplatePage() {
             token={token}
             envelopeId={template.envelopeId}
             updatedAt={template.updatedAt}
-            documentData={template.templateDocumentData}
+            envelopeItems={template.envelopeItems}
             recipient={recipient}
             fields={fields}
             metadata={template.templateMeta}

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

@@ -165,7 +165,7 @@ export default function EmbedSignDocumentPage() {
           token={token}
           documentId={document.id}
           envelopeId={document.envelopeId}
-          documentData={document.documentData}
+          envelopeItems={document.envelopeItems}
           recipient={recipient}
           fields={fields}
           completedFields={completedFields}

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

@@ -1,5 +1,6 @@
 import { FieldType } from '@prisma/client';
 
+import { validateCheckboxLength } from '@documenso/lib/advanced-fields-validation/validate-checkbox';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import type { TFieldCheckbox } from '@documenso/lib/types/field';
 import { parseCheckboxCustomText } from '@documenso/lib/utils/fields';
@@ -44,6 +45,13 @@ export const handleCheckboxFieldClick = async (
 
   let checkedValues: number[] | null = newValues.filter((v) => v.isChecked).map((v) => v.index);
 
+  if (checkedValues.length === 0) {
+    return {
+      type: FieldType.CHECKBOX,
+      value: [],
+    };
+  }
+
   if (validationRule && validationLength) {
     const checkboxValidationRule = checkboxValidationSigns.find(
       (sign) => sign.label === validationRule,
@@ -55,12 +63,33 @@ export const handleCheckboxFieldClick = async (
       });
     }
 
-    checkedValues = await SignFieldCheckboxDialog.call({
-      fieldMeta: field.fieldMeta,
-      validationRule: checkboxValidationRule.value,
+    // Custom logic to make it flow better.
+    // If "at most" OR "exactly" 1 value then just return the new selected value if exists.
+    if (
+      (checkboxValidationRule.value === '=' || checkboxValidationRule.value === '<=') &&
+      validationLength === 1
+    ) {
+      return {
+        type: FieldType.CHECKBOX,
+        value: [clickedCheckboxIndex],
+      };
+    }
+
+    const isValid = validateCheckboxLength(
+      checkedValues.length,
+      checkboxValidationRule.value,
       validationLength,
-      preselectedIndices: currentCheckedIndices,
-    });
+    );
+
+    // Only render validation dialog if validation is invalid.
+    if (!isValid) {
+      checkedValues = await SignFieldCheckboxDialog.call({
+        fieldMeta: field.fieldMeta,
+        validationRule: checkboxValidationRule.value,
+        validationLength,
+        preselectedIndices: checkedValues,
+      });
+    }
   }
 
   if (!checkedValues) {

apps/remix/package.json

@@ -25,6 +25,7 @@
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
     "@epic-web/remember": "^1.1.0",
+    "@faker-js/faker": "^10.1.0",
     "@hono/node-server": "^1.13.7",
     "@hono/trpc-server": "^0.3.4",
     "@hookform/resolvers": "^3.1.0",
@@ -104,4 +105,4 @@
     "vite-tsconfig-paths": "^5.1.4"
   },
   "version": "1.13.1"
-}
+}

apps/remix/server/api/files.helpers.ts

@@ -0,0 +1,82 @@
+import { type DocumentDataType, DocumentStatus } from '@prisma/client';
+import { type Context } from 'hono';
+
+import { sha256 } from '@documenso/lib/universal/crypto';
+import { getFileServerSide } from '@documenso/lib/universal/upload/get-file.server';
+
+import type { HonoEnv } from '../router';
+
+type HandleEnvelopeItemFileRequestOptions = {
+  title: string;
+  status: DocumentStatus;
+  documentData: {
+    type: DocumentDataType;
+    data: string;
+    initialData: string;
+  };
+  version: 'signed' | 'original';
+  isDownload: boolean;
+  context: Context<HonoEnv>;
+};
+
+/**
+ * Helper function to handle envelope item file requests (both view and download)
+ */
+export const handleEnvelopeItemFileRequest = async ({
+  title,
+  status,
+  documentData,
+  version,
+  isDownload,
+  context: c,
+}: HandleEnvelopeItemFileRequestOptions) => {
+  const documentDataToUse = version === 'signed' ? documentData.data : documentData.initialData;
+
+  const etag = Buffer.from(sha256(documentDataToUse)).toString('hex');
+
+  if (c.req.header('If-None-Match') === etag) {
+    return c.body(null, 304);
+  }
+
+  const file = await getFileServerSide({
+    type: documentData.type,
+    data: documentDataToUse,
+  }).catch((error) => {
+    console.error(error);
+
+    return null;
+  });
+
+  if (!file) {
+    return c.json({ error: 'File not found' }, 404);
+  }
+
+  c.header('Content-Type', 'application/pdf');
+  c.header('Content-Length', file.length.toString());
+  c.header('ETag', etag);
+
+  if (!isDownload) {
+    if (status === DocumentStatus.COMPLETED) {
+      c.header('Cache-Control', 'public, max-age=31536000, immutable');
+    } else {
+      // Set a tiny 1 minute cache, with must-revalidate to ensure the client always checks for updates.
+      c.header('Cache-Control', 'public, max-age=60, must-revalidate');
+    }
+  }
+
+  if (isDownload) {
+    // Generate filename following the pattern from envelope-download-dialog.tsx
+    const baseTitle = title.replace(/\.pdf$/, '');
+    const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';
+    const filename = `${baseTitle}${suffix}`;
+
+    c.header('Content-Disposition', `attachment; filename="${filename}"`);
+
+    // For downloads, prevent caching to ensure fresh data
+    c.header('Cache-Control', 'no-cache, no-store, must-revalidate');
+    c.header('Pragma', 'no-cache');
+    c.header('Expires', '0');
+  }
+
+  return c.body(file);
+};

apps/remix/server/api/files.ts

@@ -1,21 +1,23 @@
-import { PDFDocument } from '@cantoo/pdf-lib';
 import { sValidator } from '@hono/standard-validator';
+import type { Prisma } from '@prisma/client';
 import { Hono } from 'hono';
 
+import { getOptionalSession } from '@documenso/auth/server/lib/utils/get-session';
 import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
-import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
-import { putFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
-import {
-  getPresignGetUrl,
-  getPresignPostUrl,
-} from '@documenso/lib/universal/upload/server-actions';
+import { getTeamById } from '@documenso/lib/server-only/team/get-team';
+import { putNormalizedPdfFileServerSide } from '@documenso/lib/universal/upload/put-file.server';
+import { getPresignPostUrl } from '@documenso/lib/universal/upload/server-actions';
+import { prisma } from '@documenso/prisma';
 
 import type { HonoEnv } from '../router';
+import { handleEnvelopeItemFileRequest } from './files.helpers';
 import {
-  type TGetPresignedGetUrlResponse,
   type TGetPresignedPostUrlResponse,
-  ZGetPresignedGetUrlRequestSchema,
+  ZGetEnvelopeItemFileDownloadRequestParamsSchema,
+  ZGetEnvelopeItemFileRequestParamsSchema,
+  ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema,
+  ZGetEnvelopeItemFileTokenRequestParamsSchema,
   ZGetPresignedPostUrlRequestSchema,
   ZUploadPdfRequestSchema,
 } from './files.types';
@@ -42,29 +44,7 @@ export const filesRoute = new Hono<HonoEnv>()
         return c.json({ error: 'File too large' }, 400);
       }
 
-      const arrayBuffer = await file.arrayBuffer();
-
-      const pdf = await PDFDocument.load(arrayBuffer).catch((e) => {
-        console.error(`PDF upload parse error: ${e.message}`);
-
-        throw new AppError('INVALID_DOCUMENT_FILE');
-      });
-
-      if (pdf.isEncrypted) {
-        throw new AppError('INVALID_DOCUMENT_FILE');
-      }
-
-      // Todo: (RR7) Test this.
-      if (!file.name.endsWith('.pdf')) {
-        Object.defineProperty(file, 'name', {
-          writable: true,
-          value: `${file.name}.pdf`,
-        });
-      }
-
-      const { type, data } = await putFileServerSide(file);
-
-      const result = await createDocumentData({ type, data });
+      const result = await putNormalizedPdfFileServerSide(file);
 
       return c.json(result);
     } catch (error) {
@@ -72,19 +52,6 @@ export const filesRoute = new Hono<HonoEnv>()
       return c.json({ error: 'Upload failed' }, 500);
     }
   })
-  .post('/presigned-get-url', sValidator('json', ZGetPresignedGetUrlRequestSchema), async (c) => {
-    const { key } = await c.req.json();
-
-    try {
-      const { url } = await getPresignGetUrl(key || '');
-
-      return c.json({ url } satisfies TGetPresignedGetUrlResponse);
-    } catch (err) {
-      console.error(err);
-
-      throw new AppError(AppErrorCode.UNKNOWN_ERROR);
-    }
-  })
   .post('/presigned-post-url', sValidator('json', ZGetPresignedPostUrlRequestSchema), async (c) => {
     const { fileName, contentType } = c.req.valid('json');
 
@@ -97,4 +64,244 @@ export const filesRoute = new Hono<HonoEnv>()
 
       throw new AppError(AppErrorCode.UNKNOWN_ERROR);
     }
-  });
+  })
+  .get(
+    '/envelope/:envelopeId/envelopeItem/:envelopeItemId',
+    sValidator('param', ZGetEnvelopeItemFileRequestParamsSchema),
+    async (c) => {
+      const { envelopeId, envelopeItemId } = c.req.valid('param');
+
+      const session = await getOptionalSession(c);
+
+      if (!session.user) {
+        return c.json({ error: 'Unauthorized' }, 401);
+      }
+
+      const envelope = await prisma.envelope.findFirst({
+        where: {
+          id: envelopeId,
+        },
+        include: {
+          envelopeItems: {
+            where: {
+              id: envelopeItemId,
+            },
+            include: {
+              documentData: true,
+            },
+          },
+        },
+      });
+
+      if (!envelope) {
+        return c.json({ error: 'Envelope not found' }, 404);
+      }
+
+      const [envelopeItem] = envelope.envelopeItems;
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      const team = await getTeamById({
+        userId: session.user.id,
+        teamId: envelope.teamId,
+      }).catch((error) => {
+        console.error(error);
+
+        return null;
+      });
+
+      if (!team) {
+        return c.json(
+          { error: 'User does not have access to the team that this envelope is associated with' },
+          403,
+        );
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelope.status,
+        documentData: envelopeItem.documentData,
+        version: 'signed',
+        isDownload: false,
+        context: c,
+      });
+    },
+  )
+  .get(
+    '/envelope/:envelopeId/envelopeItem/:envelopeItemId/download/:version?',
+    sValidator('param', ZGetEnvelopeItemFileDownloadRequestParamsSchema),
+    async (c) => {
+      const { envelopeId, envelopeItemId, version } = c.req.valid('param');
+
+      const session = await getOptionalSession(c);
+
+      if (!session.user) {
+        return c.json({ error: 'Unauthorized' }, 401);
+      }
+
+      const envelope = await prisma.envelope.findFirst({
+        where: {
+          id: envelopeId,
+        },
+        include: {
+          envelopeItems: {
+            where: {
+              id: envelopeItemId,
+            },
+            include: {
+              documentData: true,
+            },
+          },
+        },
+      });
+
+      if (!envelope) {
+        return c.json({ error: 'Envelope not found' }, 404);
+      }
+
+      const [envelopeItem] = envelope.envelopeItems;
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      const team = await getTeamById({
+        userId: session.user.id,
+        teamId: envelope.teamId,
+      }).catch((error) => {
+        console.error(error);
+
+        return null;
+      });
+
+      if (!team) {
+        return c.json(
+          { error: 'User does not have access to the team that this envelope is associated with' },
+          403,
+        );
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelope.status,
+        documentData: envelopeItem.documentData,
+        version,
+        isDownload: true,
+        context: c,
+      });
+    },
+  )
+  .get(
+    '/token/:token/envelopeItem/:envelopeItemId',
+    sValidator('param', ZGetEnvelopeItemFileTokenRequestParamsSchema),
+    async (c) => {
+      const { token, envelopeItemId } = c.req.valid('param');
+
+      let envelopeWhereQuery: Prisma.EnvelopeItemWhereUniqueInput = {
+        id: envelopeItemId,
+        envelope: {
+          recipients: {
+            some: {
+              token,
+            },
+          },
+        },
+      };
+
+      if (token.startsWith('qr_')) {
+        envelopeWhereQuery = {
+          id: envelopeItemId,
+          envelope: {
+            qrToken: token,
+          },
+        };
+      }
+
+      const envelopeItem = await prisma.envelopeItem.findUnique({
+        where: envelopeWhereQuery,
+        include: {
+          envelope: true,
+          documentData: true,
+        },
+      });
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelopeItem.envelope.status,
+        documentData: envelopeItem.documentData,
+        version: 'signed',
+        isDownload: false,
+        context: c,
+      });
+    },
+  )
+  .get(
+    '/token/:token/envelopeItem/:envelopeItemId/download/:version?',
+    sValidator('param', ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema),
+    async (c) => {
+      const { token, envelopeItemId, version } = c.req.valid('param');
+
+      let envelopeWhereQuery: Prisma.EnvelopeItemWhereUniqueInput = {
+        id: envelopeItemId,
+        envelope: {
+          recipients: {
+            some: {
+              token,
+            },
+          },
+        },
+      };
+
+      if (token.startsWith('qr_')) {
+        envelopeWhereQuery = {
+          id: envelopeItemId,
+          envelope: {
+            qrToken: token,
+          },
+        };
+      }
+
+      const envelopeItem = await prisma.envelopeItem.findUnique({
+        where: envelopeWhereQuery,
+        include: {
+          envelope: true,
+          documentData: true,
+        },
+      });
+
+      if (!envelopeItem) {
+        return c.json({ error: 'Envelope item not found' }, 404);
+      }
+
+      if (!envelopeItem.documentData) {
+        return c.json({ error: 'Document data not found' }, 404);
+      }
+
+      return await handleEnvelopeItemFileRequest({
+        title: envelopeItem.title,
+        status: envelopeItem.envelope.status,
+        documentData: envelopeItem.documentData,
+        version,
+        isDownload: true,
+        context: c,
+      });
+    },
+  );

apps/remix/server/api/files.types.ts

@@ -24,15 +24,43 @@ export const ZGetPresignedPostUrlResponseSchema = z.object({
   url: z.string().min(1),
 });
 
-export const ZGetPresignedGetUrlRequestSchema = z.object({
-  key: z.string().min(1),
-});
-
-export const ZGetPresignedGetUrlResponseSchema = z.object({
-  url: z.string().min(1),
-});
-
 export type TGetPresignedPostUrlRequest = z.infer<typeof ZGetPresignedPostUrlRequestSchema>;
 export type TGetPresignedPostUrlResponse = z.infer<typeof ZGetPresignedPostUrlResponseSchema>;
-export type TGetPresignedGetUrlRequest = z.infer<typeof ZGetPresignedGetUrlRequestSchema>;
-export type TGetPresignedGetUrlResponse = z.infer<typeof ZGetPresignedGetUrlResponseSchema>;
+
+export const ZGetEnvelopeItemFileRequestParamsSchema = z.object({
+  envelopeId: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+});
+
+export type TGetEnvelopeItemFileRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileRequestParamsSchema
+>;
+
+export const ZGetEnvelopeItemFileTokenRequestParamsSchema = z.object({
+  token: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+});
+
+export type TGetEnvelopeItemFileTokenRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileTokenRequestParamsSchema
+>;
+
+export const ZGetEnvelopeItemFileDownloadRequestParamsSchema = z.object({
+  envelopeId: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+  version: z.enum(['signed', 'original']).default('signed'),
+});
+
+export type TGetEnvelopeItemFileDownloadRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileDownloadRequestParamsSchema
+>;
+
+export const ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema = z.object({
+  token: z.string().min(1),
+  envelopeItemId: z.string().min(1),
+  version: z.enum(['signed', 'original']).default('signed'),
+});
+
+export type TGetEnvelopeItemFileTokenDownloadRequestParams = z.infer<
+  typeof ZGetEnvelopeItemFileTokenDownloadRequestParamsSchema
+>;

apps/remix/server/router.ts

@@ -8,7 +8,7 @@ import type { Logger } from 'pino';
 
 import { tsRestHonoApp } from '@documenso/api/hono';
 import { auth } from '@documenso/auth/server';
-import { API_V2_BETA_URL } from '@documenso/lib/constants/app';
+import { API_V2_BETA_URL, API_V2_URL } from '@documenso/lib/constants/app';
 import { jobsClient } from '@documenso/lib/jobs/client';
 import { getIpAddress } from '@documenso/lib/universal/get-ip-address';
 import { logger } from '@documenso/lib/utils/logger';
@@ -89,9 +89,22 @@ app.route('/api/v1', tsRestHonoApp);
 app.use('/api/jobs/*', jobsClient.getApiHandler());
 app.use('/api/trpc/*', reactRouterTrpcServer);
 
+// Unstable API server routes. Order matters for these two.
+app.get(`${API_V2_URL}/openapi.json`, (c) => c.json(openApiDocument));
+app.use(`${API_V2_URL}/*`, cors());
+app.use(`${API_V2_URL}/*`, async (c) =>
+  openApiTrpcServerHandler(c, {
+    isBeta: false,
+  }),
+);
+
 // Unstable API server routes. Order matters for these two.
 app.get(`${API_V2_BETA_URL}/openapi.json`, (c) => c.json(openApiDocument));
 app.use(`${API_V2_BETA_URL}/*`, cors());
-app.use(`${API_V2_BETA_URL}/*`, async (c) => openApiTrpcServerHandler(c));
+app.use(`${API_V2_BETA_URL}/*`, async (c) =>
+  openApiTrpcServerHandler(c, {
+    isBeta: true,
+  }),
+);
 
 export default app;

apps/remix/server/trpc/hono-trpc-open-api.ts

@@ -1,15 +1,22 @@
 import type { Context } from 'hono';
-import { createOpenApiFetchHandler } from 'trpc-to-openapi';
 
-import { API_V2_BETA_URL } from '@documenso/lib/constants/app';
+import { API_V2_BETA_URL, API_V2_URL } from '@documenso/lib/constants/app';
 import { AppError, genericErrorCodeToTrpcErrorCodeMap } from '@documenso/lib/errors/app-error';
 import { createTrpcContext } from '@documenso/trpc/server/context';
 import { appRouter } from '@documenso/trpc/server/router';
+import { createOpenApiFetchHandler } from '@documenso/trpc/utils/openapi-fetch-handler';
 import { handleTrpcRouterError } from '@documenso/trpc/utils/trpc-error-handler';
 
-export const openApiTrpcServerHandler = async (c: Context) => {
+type OpenApiTrpcServerHandlerOptions = {
+  isBeta: boolean;
+};
+
+export const openApiTrpcServerHandler = async (
+  c: Context,
+  { isBeta }: OpenApiTrpcServerHandlerOptions,
+) => {
   return createOpenApiFetchHandler<typeof appRouter>({
-    endpoint: API_V2_BETA_URL,
+    endpoint: isBeta ? API_V2_BETA_URL : API_V2_URL,
     router: appRouter,
     createContext: async () => createTrpcContext({ c, requestSource: 'apiV2' }),
     req: c.req.raw,

package.json

@@ -44,7 +44,7 @@
     "@commitlint/cli": "^17.7.1",
     "@commitlint/config-conventional": "^17.7.0",
     "@lingui/cli": "^5.2.0",
-    "@prisma/client": "^6.8.2",
+    "@prisma/client": "^6.18.0",
     "dotenv": "^16.5.0",
     "dotenv-cli": "^8.0.0",
     "eslint": "^8.40.0",
@@ -54,11 +54,22 @@
     "nodemailer": "^6.10.1",
     "playwright": "1.52.0",
     "prettier": "^3.3.3",
-    "prisma": "^6.8.2",
+    "prisma": "^6.18.0",
     "prisma-extension-kysely": "^3.0.0",
+    "prisma-json-types-generator": "^3.6.2",
     "prisma-kysely": "^1.8.0",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3",
+    "@trpc/client": "11.7.0",
+    "@trpc/react-query": "11.7.0",
+    "@trpc/server": "11.7.0",
+    "superjson": "^2.2.5",
+    "trpc-to-openapi": "2.4.0",
+    "zod-openapi": "^4.2.4",
+    "@ts-rest/core": "^3.52.1",
+    "@ts-rest/open-api": "^3.52.1",
+    "@ts-rest/serverless": "^3.52.1",
+    "zod-prisma-types": "3.3.5",
     "vite": "^6.3.5"
   },
   "name": "@documenso/root",
@@ -76,12 +87,12 @@
     "mupdf": "^1.0.0",
     "react": "^18",
     "typescript": "5.6.2",
-    "zod": "3.24.1"
+    "zod": "^3.25.76"
   },
   "overrides": {
-    "zod": "3.24.1"
+    "zod": "^3.25.76"
   },
   "trigger.dev": {
     "endpointId": "documenso-app"
   }
-}
+}

packages/api/package.json

@@ -17,14 +17,14 @@
   "dependencies": {
     "@documenso/lib": "*",
     "@documenso/prisma": "*",
-    "@ts-rest/core": "^3.30.5",
-    "@ts-rest/open-api": "^3.33.0",
-    "@ts-rest/serverless": "^3.30.5",
+    "@ts-rest/core": "^3.52.0",
+    "@ts-rest/open-api": "^3.52.0",
+    "@ts-rest/serverless": "^3.52.0",
     "@types/swagger-ui-react": "^5.18.0",
     "luxon": "^3.4.0",
-    "superjson": "^1.13.1",
+    "superjson": "^2.2.5",
     "swagger-ui-react": "^5.21.0",
     "ts-pattern": "^5.0.5",
-    "zod": "3.24.1"
+    "zod": "^3.25.76"
   }
 }

packages/api/v1/implementation.ts

@@ -20,12 +20,12 @@ import {
   getEnvelopeWhereInput,
 } from '@documenso/lib/server-only/envelope/get-envelope-by-id';
 import { deleteDocumentField } from '@documenso/lib/server-only/field/delete-document-field';
-import { updateDocumentFields } from '@documenso/lib/server-only/field/update-document-fields';
+import { updateEnvelopeFields } from '@documenso/lib/server-only/field/update-envelope-fields';
 import { insertFormValuesInPdf } from '@documenso/lib/server-only/pdf/insert-form-values-in-pdf';
-import { deleteDocumentRecipient } from '@documenso/lib/server-only/recipient/delete-document-recipient';
+import { deleteEnvelopeRecipient } from '@documenso/lib/server-only/recipient/delete-envelope-recipient';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { setDocumentRecipients } from '@documenso/lib/server-only/recipient/set-document-recipients';
-import { updateDocumentRecipients } from '@documenso/lib/server-only/recipient/update-document-recipients';
+import { updateEnvelopeRecipients } from '@documenso/lib/server-only/recipient/update-envelope-recipients';
 import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
 import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
@@ -1285,7 +1285,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    const updatedRecipient = await updateDocumentRecipients({
+    const updatedRecipient = await updateEnvelopeRecipients({
       userId: user.id,
       teamId: team.id,
       id: {
@@ -1336,7 +1336,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       },
     });
 
-    const deletedRecipient = await deleteDocumentRecipient({
+    const deletedRecipient = await deleteEnvelopeRecipient({
       userId: user.id,
       teamId: team.id,
       recipientId: Number(recipientId),
@@ -1634,10 +1634,13 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
       };
     }
 
-    const { fields } = await updateDocumentFields({
+    const { fields } = await updateEnvelopeFields({
       userId: user.id,
       teamId: team.id,
-      documentId: legacyDocumentId,
+      id: {
+        type: 'documentId',
+        id: legacyDocumentId,
+      },
       fields: [
         {
           id: Number(fieldId),

packages/app-tests/constants/field-alignment-pdf.ts

@@ -0,0 +1,498 @@
+import { FieldType } from '@prisma/client';
+
+import type { TFieldAndMeta } from '@documenso/lib/types/field-meta';
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+
+export type FieldTestData = TFieldAndMeta & {
+  page: number;
+  positionX: number;
+  positionY: number;
+  width: number;
+  height: number;
+  customText: string;
+  signature?: string;
+};
+
+const columnWidth = 19.125;
+const rowHeight = 6.7;
+
+const alignmentGridStartX = 31;
+const alignmentGridStartY = 19.02;
+
+export const ALIGNMENT_TEST_FIELDS: FieldTestData[] = [
+  /**
+   * Row 1 EMAIL
+   */
+  {
+    type: FieldType.EMAIL,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'email',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'admin@documenso.com',
+  },
+  {
+    type: FieldType.EMAIL,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'email',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'admin@documenso.com',
+  },
+  {
+    type: FieldType.EMAIL,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'email',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'admin@documenso.com',
+  },
+  /**
+   * Row 2 NAME
+   */
+  {
+    type: FieldType.NAME,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'name',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'John Doe',
+  },
+  {
+    type: FieldType.NAME,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'name',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'John Doe',
+  },
+  {
+    type: FieldType.NAME,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'name',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'John Doe',
+  },
+  /**
+   * Row 3 DATE
+   */
+  {
+    type: FieldType.DATE,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'date',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.DATE,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'date',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.DATE,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'date',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  /**
+   * Row 4 TEXT
+   */
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'text',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'text',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'text',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  /**
+   * Row 5 NUMBER
+   */
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'number',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'number',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'number',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '123456789',
+  },
+  /**
+   * Row 6 Initials
+   */
+  {
+    type: FieldType.INITIALS,
+    fieldMeta: {
+      fontSize: 10,
+      textAlign: 'left',
+      type: 'initials',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'JD',
+  },
+  {
+    type: FieldType.INITIALS,
+    fieldMeta: {
+      textAlign: 'center',
+      type: 'initials',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'JD',
+  },
+  {
+    type: FieldType.INITIALS,
+    fieldMeta: {
+      fontSize: 20,
+      textAlign: 'right',
+      type: 'initials',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'JD',
+  },
+  /**
+   * Row 7 Radio
+   */
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      fontSize: 10,
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '0',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '2',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      fontSize: 20,
+      direction: 'horizontal',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+  },
+  /**
+   * Row 8 Checkbox
+   */
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      fontSize: 10,
+      direction: 'vertical',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: toCheckboxCustomText([0]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: toCheckboxCustomText([1]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      fontSize: 20,
+      direction: 'horizontal',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+  },
+  /**
+   * Row 8 Dropdown
+   */
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      fontSize: 10,
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      fontSize: 20,
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }, { value: 'Option 3' }],
+      type: 'dropdown',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: 'Option 1',
+  },
+  /**
+   * Row 9 Signature
+   */
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      fontSize: 10,
+      type: 'signature',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      fontSize: 20,
+      type: 'signature',
+    },
+    page: 1,
+    height: rowHeight,
+    width: columnWidth,
+    positionX: 0,
+    positionY: 0,
+    customText: '',
+    signature: 'My Signature',
+  },
+] as const;
+
+export const formatAlignmentTestFields = ALIGNMENT_TEST_FIELDS.map((field, index) => {
+  const row = Math.floor(index / 3);
+  const column = index % 3;
+
+  return {
+    ...field,
+    positionX: alignmentGridStartX + column * columnWidth,
+    positionY: alignmentGridStartY + row * rowHeight,
+  };
+});

packages/app-tests/constants/field-meta-pdf.ts

@@ -0,0 +1,482 @@
+import { FieldType } from '@prisma/client';
+
+import { toCheckboxCustomText } from '@documenso/lib/utils/fields';
+import {
+  CheckboxValidationRules,
+  numberFormatValues,
+} from '@documenso/ui/primitives/document-flow/field-items-advanced-settings/constants';
+
+import type { FieldTestData } from './field-alignment-pdf';
+
+const columnWidth = 20.1;
+const fullColumnWidth = 75.8;
+const rowHeight = 9.8;
+const rowPadding = 1.8;
+
+const alignmentGridStartX = 11.85;
+const alignmentGridStartY = 15.07;
+
+const calculatePosition = (row: number, column: number, width: 'full' | 'column' = 'column') => {
+  return {
+    height: rowHeight,
+    width: width === 'full' ? fullColumnWidth : columnWidth,
+    positionX: alignmentGridStartX + (column ?? 0) * columnWidth,
+    positionY: alignmentGridStartY + row * (rowHeight + rowPadding),
+  };
+};
+
+export const FIELD_META_TEST_FIELDS: FieldTestData[] = [
+  /**
+   * PAGE 2 Signature
+   */
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(0, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(1, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(2, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+  {
+    type: FieldType.SIGNATURE,
+    fieldMeta: {
+      type: 'signature',
+    },
+    page: 2,
+    ...calculatePosition(3, 0),
+    customText: '',
+    signature: 'My Signature',
+  },
+
+  /**
+   * PAGE 3 TEXT
+   */
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+    },
+    page: 3,
+    ...calculatePosition(0, 0, 'full'),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+    },
+    page: 3,
+    ...calculatePosition(1, 0),
+    customText: '123456789123456789123456789123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      characterLimit: 5,
+    },
+    page: 3,
+    ...calculatePosition(2, 0),
+    customText: '12345',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      placeholder: 'Demo Placeholder',
+    },
+    page: 3,
+    ...calculatePosition(3, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      label: 'Demo Label',
+    },
+    page: 3,
+    ...calculatePosition(3, 1),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      text: 'Prefilled text',
+    },
+    page: 3,
+    ...calculatePosition(3, 2),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      required: true,
+    },
+    page: 3,
+    ...calculatePosition(4, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.TEXT,
+    fieldMeta: {
+      type: 'text',
+      readOnly: true,
+      text: 'Readonly Value',
+    },
+    page: 3,
+    ...calculatePosition(4, 1),
+    customText: 'Readonly Value',
+  },
+
+  /**
+   * PAGE 4 NUMBER
+   */
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+    },
+    page: 4,
+    ...calculatePosition(0, 0, 'full'),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+    },
+    page: 4,
+    ...calculatePosition(1, 0),
+    customText: '123456789123456789123456789123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      minValue: 0,
+      maxValue: 100,
+    },
+    page: 4,
+    ...calculatePosition(2, 0),
+    customText: '50',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      numberFormat: numberFormatValues[0].value, // Todo: Envelopes - Check this.
+      value: '123,456,789.00',
+    },
+    page: 4,
+    ...calculatePosition(2, 1),
+    customText: '123,456,789.00',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      placeholder: 'Demo Placeholder',
+    },
+    page: 4,
+    ...calculatePosition(3, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      label: 'Demo Label',
+    },
+    page: 4,
+    ...calculatePosition(3, 1),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      value: '123',
+    },
+    page: 4,
+    ...calculatePosition(3, 2),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      required: true,
+    },
+    page: 4,
+    ...calculatePosition(4, 0),
+    customText: '123456789',
+  },
+  {
+    type: FieldType.NUMBER,
+    fieldMeta: {
+      type: 'number',
+      readOnly: true,
+    },
+    page: 4,
+    ...calculatePosition(4, 1),
+    customText: '123456789',
+  },
+
+  /**
+   * PAGE 5 RADIO
+   */
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'horizontal',
+      type: 'radio',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(0, 0, 'full'),
+    customText: '0',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(1, 0),
+    customText: '2',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(2, 0),
+    customText: '',
+  },
+  {
+    type: FieldType.RADIO,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'radio',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 5,
+    ...calculatePosition(2, 1),
+    customText: '',
+  },
+
+  /**
+   * PAGE 6 CHECKBOX
+   */
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'horizontal',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: true, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 2, checked: false, value: 'Option 3' },
+        { id: 2, checked: false, value: 'Option 4' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(0, 0, 'full'),
+    customText: toCheckboxCustomText([0]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: true, value: 'Option 2' },
+        { id: 2, checked: true, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(1, 0),
+    customText: toCheckboxCustomText([1]),
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      required: true,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(2, 0),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      readOnly: true,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(2, 1),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      validationRule: CheckboxValidationRules.SELECT_AT_LEAST,
+      validationLength: 2,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(3, 0),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      validationRule: CheckboxValidationRules.SELECT_EXACTLY,
+      validationLength: 2,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(3, 1),
+    customText: '',
+  },
+  {
+    type: FieldType.CHECKBOX,
+    fieldMeta: {
+      direction: 'vertical',
+      type: 'checkbox',
+      validationRule: CheckboxValidationRules.SELECT_AT_MOST,
+      validationLength: 2,
+      values: [
+        { id: 1, checked: false, value: 'Option 1' },
+        { id: 2, checked: false, value: 'Option 2' },
+        { id: 3, checked: false, value: 'Option 3' },
+      ],
+    },
+    page: 6,
+    ...calculatePosition(3, 2),
+    customText: '',
+  },
+
+  /**
+   * PAGE 7 DROPDOWN
+   */
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+    },
+    page: 7,
+    ...calculatePosition(0, 0, 'full'),
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }],
+      type: 'dropdown',
+      defaultValue: 'Option 1',
+    },
+    page: 7,
+    ...calculatePosition(1, 0),
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }, { value: 'Option 3' }],
+      type: 'dropdown',
+      required: true,
+    },
+    page: 7,
+    ...calculatePosition(2, 0),
+    customText: 'Option 1',
+  },
+  {
+    type: FieldType.DROPDOWN,
+    fieldMeta: {
+      values: [{ value: 'Option 1' }, { value: 'Option 2' }, { value: 'Option 3' }],
+      type: 'dropdown',
+      readOnly: true,
+    },
+    page: 7,
+    ...calculatePosition(2, 1),
+    customText: 'Option 1',
+  },
+] as const;
+
+export const formatFieldMetaTestFields = FIELD_META_TEST_FIELDS.map((field, index) => {
+  return {
+    ...field,
+  };
+});

packages/app-tests/e2e/api/v2/envelopes-api.spec.ts

@@ -0,0 +1,568 @@
+import { expect, test } from '@playwright/test';
+import type { Team, User } from '@prisma/client';
+import fs from 'node:fs';
+import path from 'node:path';
+import { pick } from 'remeda';
+
+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 {
+  DocumentDistributionMethod,
+  DocumentSigningOrder,
+  DocumentStatus,
+  DocumentVisibility,
+  EnvelopeType,
+  FieldType,
+  FolderType,
+  RecipientRole,
+} from '@documenso/prisma/client';
+import { seedUser } from '@documenso/prisma/seed/users';
+import type { TCreateEnvelopeItemsRequest } from '@documenso/trpc/server/envelope-router/create-envelope-items.types';
+import type {
+  TCreateEnvelopePayload,
+  TCreateEnvelopeResponse,
+} from '@documenso/trpc/server/envelope-router/create-envelope.types';
+import type { TCreateEnvelopeRecipientsRequest } from '@documenso/trpc/server/envelope-router/envelope-recipients/create-envelope-recipients.types';
+import type { TGetEnvelopeResponse } from '@documenso/trpc/server/envelope-router/get-envelope.types';
+import type { TUpdateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/update-envelope.types';
+
+import { formatAlignmentTestFields } from '../../../constants/field-alignment-pdf';
+import { FIELD_META_TEST_FIELDS } from '../../../constants/field-meta-pdf';
+
+const WEBAPP_BASE_URL = NEXT_PUBLIC_WEBAPP_URL();
+const baseUrl = `${WEBAPP_BASE_URL}/api/v2-beta`;
+
+test.describe.configure({
+  mode: 'parallel',
+});
+
+test.describe('API V2 Envelopes', () => {
+  let userA: User, teamA: Team, userB: User, teamB: Team, tokenA: string, tokenB: string;
+
+  test.beforeEach(async () => {
+    ({ user: userA, team: teamA } = await seedUser());
+    ({ token: tokenA } = await createApiToken({
+      userId: userA.id,
+      teamId: teamA.id,
+      tokenName: 'userA',
+      expiresIn: null,
+    }));
+
+    ({ user: userB, team: teamB } = await seedUser());
+    ({ token: tokenB } = await createApiToken({
+      userId: userB.id,
+      teamId: teamB.id,
+      tokenName: 'userB',
+      expiresIn: null,
+    }));
+  });
+
+  test.describe('Envelope create endpoint', () => {
+    test('should fail on invalid form', async ({ request }) => {
+      const payload = {
+        type: 'Invalid Type',
+        title: 'Test Envelope',
+      };
+
+      const formData = new FormData();
+      formData.append('payload', JSON.stringify(payload));
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenB}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeFalsy();
+      expect(res.status()).toBe(400);
+    });
+
+    test('should create envelope with single file', async ({ request }) => {
+      const payload = {
+        type: EnvelopeType.TEMPLATE,
+        title: 'Test Envelope',
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'field-font-alignment.pdf',
+          data: fs.readFileSync(
+            path.join(__dirname, '../../../../../assets/field-font-alignment.pdf'),
+          ),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenB}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      const envelope = await prisma.envelope.findUnique({
+        where: {
+          id: response.id,
+        },
+        include: {
+          envelopeItems: true,
+        },
+      });
+
+      expect(envelope).toBeDefined();
+      expect(envelope?.title).toBe('Test Envelope');
+      expect(envelope?.type).toBe(EnvelopeType.TEMPLATE);
+      expect(envelope?.status).toBe(DocumentStatus.DRAFT);
+      expect(envelope?.envelopeItems.length).toBe(1);
+      expect(envelope?.envelopeItems[0].title).toBe('field-font-alignment.pdf');
+      expect(envelope?.envelopeItems[0].documentDataId).toBeDefined();
+    });
+
+    test('should create envelope with multiple file', async ({ request }) => {
+      const folder = await prisma.folder.create({
+        data: {
+          name: 'Test Folder',
+          teamId: teamA.id,
+          userId: userA.id,
+          type: FolderType.DOCUMENT,
+        },
+      });
+
+      const payload = {
+        title: 'Envelope Title',
+        type: EnvelopeType.DOCUMENT,
+        externalId: 'externalId',
+        visibility: DocumentVisibility.MANAGER_AND_ABOVE,
+        globalAccessAuth: ['ACCOUNT'],
+        formValues: {
+          hello: 'world',
+        },
+        folderId: folder.id,
+        recipients: [
+          {
+            email: userA.email,
+            name: 'Name',
+            role: RecipientRole.SIGNER,
+            accessAuth: ['TWO_FACTOR_AUTH'],
+            signingOrder: 1,
+            fields: [
+              {
+                type: FieldType.SIGNATURE,
+                identifier: 'field-font-alignment.pdf',
+                page: 1,
+                positionX: 0,
+                positionY: 0,
+                width: 0,
+                height: 0,
+              },
+              {
+                type: FieldType.SIGNATURE,
+                identifier: 0,
+                page: 1,
+                positionX: 0,
+                positionY: 0,
+                width: 0,
+                height: 0,
+              },
+            ],
+          },
+        ],
+        meta: {
+          subject: 'Subject',
+          message: 'Message',
+          timezone: 'Europe/Berlin',
+          dateFormat: 'dd.MM.yyyy',
+          distributionMethod: DocumentDistributionMethod.NONE,
+          signingOrder: DocumentSigningOrder.SEQUENTIAL,
+          allowDictateNextSigner: true,
+          redirectUrl: 'https://documenso.com',
+          language: 'de',
+          typedSignatureEnabled: true,
+          uploadSignatureEnabled: false,
+          drawSignatureEnabled: false,
+          emailReplyTo: userA.email,
+          emailSettings: {
+            recipientSigningRequest: false,
+            recipientRemoved: false,
+            recipientSigned: false,
+            documentPending: false,
+            documentCompleted: false,
+            documentDeleted: false,
+            ownerDocumentCompleted: true,
+          },
+        },
+        attachments: [
+          {
+            label: 'Test Attachment',
+            data: 'https://documenso.com',
+            type: 'link',
+          },
+        ],
+      } satisfies TCreateEnvelopePayload;
+
+      const formData = new FormData();
+
+      formData.append('payload', JSON.stringify(payload));
+
+      const files = [
+        {
+          name: 'field-meta.pdf',
+          data: fs.readFileSync(path.join(__dirname, '../../../../../assets/field-meta.pdf')),
+        },
+        {
+          name: 'field-font-alignment.pdf',
+          data: fs.readFileSync(
+            path.join(__dirname, '../../../../../assets/field-font-alignment.pdf'),
+          ),
+        },
+      ];
+
+      for (const file of files) {
+        formData.append('files', new File([file.data], file.name, { type: 'application/pdf' }));
+      }
+
+      // Should error since folder is not owned by the user.
+      const invalidRes = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenB}` },
+        multipart: formData,
+      });
+
+      expect(invalidRes.ok()).toBeFalsy();
+
+      const res = await request.post(`${baseUrl}/envelope/create`, {
+        headers: { Authorization: `Bearer ${tokenA}` },
+        multipart: formData,
+      });
+
+      expect(res.ok()).toBeTruthy();
+      expect(res.status()).toBe(200);
+
+      const response = (await res.json()) as TCreateEnvelopeResponse;
+
+      const envelope = await prisma.envelope.findUniqueOrThrow({
+        where: {
+          id: response.id,
+        },
+        include: {
+          documentMeta: true,
+          envelopeItems: true,
+          recipients: true,
+          fields: true,
+          envelopeAttachments: true,
+        },
+      });
+
+      console.log(userB.email);
+
+      expect(envelope.envelopeItems.length).toBe(2);
+      expect(envelope.envelopeItems[0].title).toBe('field-meta.pdf');
+      expect(envelope.envelopeItems[1].title).toBe('field-font-alignment.pdf');
+
+      expect(envelope.title).toBe(payload.title);
+      expect(envelope.type).toBe(payload.type);
+      expect(envelope.externalId).toBe(payload.externalId);
+      expect(envelope.visibility).toBe(payload.visibility);
+      expect(envelope.authOptions).toEqual({
+        globalAccessAuth: payload.globalAccessAuth,
+        globalActionAuth: [],
+      });
+      expect(envelope.formValues).toEqual(payload.formValues);
+      expect(envelope.folderId).toBe(payload.folderId);
+
+      expect(envelope.documentMeta.subject).toBe(payload.meta.subject);
+      expect(envelope.documentMeta.message).toBe(payload.meta.message);
+      expect(envelope.documentMeta.timezone).toBe(payload.meta.timezone);
+      expect(envelope.documentMeta.dateFormat).toBe(payload.meta.dateFormat);
+      expect(envelope.documentMeta.distributionMethod).toBe(payload.meta.distributionMethod);
+      expect(envelope.documentMeta.signingOrder).toBe(payload.meta.signingOrder);
+      expect(envelope.documentMeta.allowDictateNextSigner).toBe(
+        payload.meta.allowDictateNextSigner,
+      );
+      expect(envelope.documentMeta.redirectUrl).toBe(payload.meta.redirectUrl);
+      expect(envelope.documentMeta.language).toBe(payload.meta.language);
+      expect(envelope.documentMeta.typedSignatureEnabled).toBe(payload.meta.typedSignatureEnabled);
+      expect(envelope.documentMeta.uploadSignatureEnabled).toBe(
+        payload.meta.uploadSignatureEnabled,
+      );
+      expect(envelope.documentMeta.drawSignatureEnabled).toBe(payload.meta.drawSignatureEnabled);
+      expect(envelope.documentMeta.emailReplyTo).toBe(payload.meta.emailReplyTo);
+      expect(envelope.documentMeta.emailSettings).toEqual(payload.meta.emailSettings);
+
+      expect([
+        {
+          label: envelope.envelopeAttachments[0].label,
+          data: envelope.envelopeAttachments[0].data,
+          type: envelope.envelopeAttachments[0].type,
+        },
+      ]).toEqual(payload.attachments);
+
+      const field = envelope.fields[0];
+      const recipient = envelope.recipients[0];
+
+      expect({
+        email: recipient.email,
+        name: recipient.name,
+        role: recipient.role,
+        signingOrder: recipient.signingOrder,
+        accessAuth: recipient.authOptions?.accessAuth,
+      }).toEqual(
+        pick(payload.recipients[0], ['email', 'name', 'role', 'signingOrder', 'accessAuth']),
+      );
+
+      expect({
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX.toNumber(),
+        positionY: field.positionY.toNumber(),
+        width: field.width.toNumber(),
+        height: field.height.toNumber(),
+      }).toEqual(
+        pick(payload.recipients[0].fields[0], [
+          'type',
+          'page',
+          'positionX',
+          'positionY',
+          'width',
+          'height',
+        ]),
+      );
+
+      // Expect string based ID to work.
+      expect(field.envelopeItemId).toBe(
+        envelope.envelopeItems.find((item) => item.title === 'field-font-alignment.pdf')?.id,
+      );
+
+      // Expect index based ID to work.
+      expect(envelope.fields[1].envelopeItemId).toBe(
+        envelope.envelopeItems.find((item) => item.title === 'field-meta.pdf')?.id,
+      );
+    });
+  });
+
+  /**
+   * Creates envelopes with the two field test PDFs.
+   */
+  test('Envelope full test', async ({ request }) => {
+    // Step 1: Create initial envelope with Prisma (with first envelope item)
+    const alignmentPdf = fs.readFileSync(
+      path.join(__dirname, '../../../../../assets/field-font-alignment.pdf'),
+    );
+
+    const fieldMetaPdf = fs.readFileSync(
+      path.join(__dirname, '../../../../../assets/field-meta.pdf'),
+    );
+
+    const formData = new FormData();
+
+    formData.append(
+      'payload',
+      JSON.stringify({
+        type: EnvelopeType.DOCUMENT,
+        title: 'Envelope Full Field Test',
+      } satisfies TCreateEnvelopePayload),
+    );
+
+    // Only add one file for now.
+    formData.append(
+      'files',
+      new File([alignmentPdf], 'field-font-alignment.pdf', { type: 'application/pdf' }),
+    );
+
+    const createEnvelopeRequest = await request.post(`${baseUrl}/envelope/create`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      multipart: formData,
+    });
+
+    expect(createEnvelopeRequest.ok()).toBeTruthy();
+    expect(createEnvelopeRequest.status()).toBe(200);
+
+    const { id: createdEnvelopeId }: TCreateEnvelopeResponse = await createEnvelopeRequest.json();
+
+    const getEnvelopeRequest = await request.get(`${baseUrl}/envelope/${createdEnvelopeId}`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+    });
+
+    const createdEnvelope: TGetEnvelopeResponse = await getEnvelopeRequest.json();
+
+    // Might as well testing access control here as well.
+    const unauthRequest = await request.get(`${baseUrl}/envelope/${createdEnvelopeId}`, {
+      headers: { Authorization: `Bearer ${tokenB}` },
+    });
+
+    expect(unauthRequest.ok()).toBeFalsy();
+    expect(unauthRequest.status()).toBe(404);
+
+    // Step 2: Create second envelope item via API
+    // Todo: Envelopes - Use API Route
+    const fieldMetaDocumentData = await prisma.documentData.create({
+      data: {
+        type: 'BYTES_64',
+        data: fieldMetaPdf.toString('base64'),
+        initialData: fieldMetaPdf.toString('base64'),
+      },
+    });
+
+    const createEnvelopeItemsRequest: TCreateEnvelopeItemsRequest = {
+      envelopeId: createdEnvelope.id,
+      data: [
+        {
+          title: 'Field Meta Test',
+          documentDataId: fieldMetaDocumentData.id,
+        },
+      ],
+    };
+
+    const createItemsRes = await request.post(`${baseUrl}/envelope/item/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: createEnvelopeItemsRequest,
+    });
+
+    expect(createItemsRes.ok()).toBeTruthy();
+    expect(createItemsRes.status()).toBe(200);
+
+    // Step 3: Update envelope via API
+    const updateEnvelopeRequest: TUpdateEnvelopeRequest = {
+      envelopeId: createdEnvelope.id,
+      data: {
+        title: 'Envelope Full Field Test',
+        visibility: DocumentVisibility.MANAGER_AND_ABOVE,
+      },
+    };
+
+    const updateRes = await request.post(`${baseUrl}/envelope/update`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: updateEnvelopeRequest,
+    });
+
+    expect(updateRes.ok()).toBeTruthy();
+    expect(updateRes.status()).toBe(200);
+
+    // Step 4: Create recipient via API
+    const createRecipientsRequest: TCreateEnvelopeRecipientsRequest = {
+      envelopeId: createdEnvelope.id,
+      data: [
+        {
+          email: userA.email,
+          name: userA.name || '',
+          role: RecipientRole.SIGNER,
+          accessAuth: [],
+          actionAuth: [],
+        },
+      ],
+    };
+
+    const createRecipientsRes = await request.post(`${baseUrl}/envelope/recipient/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: createRecipientsRequest,
+    });
+
+    expect(createRecipientsRes.ok()).toBeTruthy();
+    expect(createRecipientsRes.status()).toBe(200);
+
+    // Step 5: Get envelope to retrieve recipients and envelope items
+    const getRes = await request.get(`${baseUrl}/envelope/${createdEnvelope.id}`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+    });
+
+    expect(getRes.ok()).toBeTruthy();
+    expect(getRes.status()).toBe(200);
+
+    const envelopeResponse = (await getRes.json()) as TGetEnvelopeResponse;
+
+    const recipientId = envelopeResponse.recipients[0].id;
+    const alignmentItem = envelopeResponse.envelopeItems.find(
+      (item: { order: number }) => item.order === 1,
+    );
+    const fieldMetaItem = envelopeResponse.envelopeItems.find(
+      (item: { order: number }) => item.order === 2,
+    );
+
+    expect(recipientId).toBeDefined();
+    expect(alignmentItem).toBeDefined();
+    expect(fieldMetaItem).toBeDefined();
+
+    if (!alignmentItem || !fieldMetaItem) {
+      throw new Error('Envelope items not found');
+    }
+
+    // Step 6: Create fields for first PDF (alignment fields)
+    const alignmentFieldsRequest = {
+      envelopeId: createdEnvelope.id,
+      data: formatAlignmentTestFields.map((field) => ({
+        recipientId,
+        envelopeItemId: alignmentItem.id,
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+        fieldMeta: field.fieldMeta,
+      })),
+    };
+
+    const createAlignmentFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: alignmentFieldsRequest,
+    });
+
+    expect(createAlignmentFieldsRes.ok()).toBeTruthy();
+    expect(createAlignmentFieldsRes.status()).toBe(200);
+
+    // Step 7: Create fields for second PDF (field-meta fields)
+    const fieldMetaFieldsRequest = {
+      envelopeId: createdEnvelope.id,
+      data: FIELD_META_TEST_FIELDS.map((field) => ({
+        recipientId,
+        envelopeItemId: fieldMetaItem.id,
+        type: field.type,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
+        width: field.width,
+        height: field.height,
+        fieldMeta: field.fieldMeta,
+      })),
+    };
+
+    const createFieldMetaFieldsRes = await request.post(`${baseUrl}/envelope/field/create-many`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+      data: fieldMetaFieldsRequest,
+    });
+
+    expect(createFieldMetaFieldsRes.ok()).toBeTruthy();
+    expect(createFieldMetaFieldsRes.status()).toBe(200);
+
+    // Step 8: Verify final envelope structure
+    const finalGetRes = await request.get(`${baseUrl}/envelope/${createdEnvelope.id}`, {
+      headers: { Authorization: `Bearer ${tokenA}` },
+    });
+
+    expect(finalGetRes.ok()).toBeTruthy();
+    const finalEnvelope = (await finalGetRes.json()) as TGetEnvelopeResponse;
+
+    // Verify structure
+    expect(finalEnvelope.envelopeItems.length).toBe(2);
+    expect(finalEnvelope.recipients.length).toBe(1);
+    expect(finalEnvelope.fields.length).toBe(
+      formatAlignmentTestFields.length + FIELD_META_TEST_FIELDS.length,
+    );
+    expect(finalEnvelope.title).toBe('Envelope Full Field Test');
+    expect(finalEnvelope.type).toBe(EnvelopeType.DOCUMENT);
+
+    console.log({
+      createdEnvelopeId: finalEnvelope.id,
+      userEmail: userA.email,
+    });
+  });
+});

packages/app-tests/e2e/envelopes/envelope-alignment.spec.ts

@@ -0,0 +1,293 @@
+// sort-imports-ignore
+
+// ---- PATCH pdfjs-dist's canvas require BEFORE importing it ----
+import Module from 'module';
+import { Canvas, Image } from 'skia-canvas';
+
+// Intercept require('canvas') and return skia-canvas equivalents
+const originalRequire = Module.prototype.require;
+Module.prototype.require = function (path: string) {
+  if (path === 'canvas') {
+    return {
+      createCanvas: (width: number, height: number) => new Canvas(width, height),
+      Image, // needed by pdfjs-dist
+    };
+  }
+  // eslint-disable-next-line prefer-rest-params, @typescript-eslint/consistent-type-assertions
+  return originalRequire.apply(this, arguments as unknown as [string]);
+};
+
+import pixelMatch from 'pixelmatch';
+import { PNG } from 'pngjs';
+import type { TestInfo } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+import { DocumentStatus } from '@prisma/client';
+import fs from 'node:fs';
+import path from 'node:path';
+import * as pdfjsLib from 'pdfjs-dist/legacy/build/pdf.js';
+import { getEnvelopeDownloadUrl } from '@documenso/lib/utils/envelope-download';
+import { prisma } from '@documenso/prisma';
+import { seedAlignmentTestDocument } from '@documenso/prisma/seed/initial-seed';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+test('field placement visual regression', async ({ page }, testInfo) => {
+  const { user, team } = await seedUser();
+
+  const envelope = await seedAlignmentTestDocument({
+    userId: user.id,
+    teamId: team.id,
+    recipientName: user.name || '',
+    recipientEmail: user.email,
+    insertFields: true,
+    status: DocumentStatus.PENDING,
+  });
+
+  const token = envelope.recipients[0].token;
+
+  const signUrl = `/sign/${token}`;
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: signUrl,
+  });
+
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  await expect(async () => {
+    const { status } = await prisma.envelope.findFirstOrThrow({
+      where: {
+        id: envelope.id,
+      },
+    });
+
+    expect(status).toBe(DocumentStatus.COMPLETED);
+  }).toPass({
+    timeout: 10000,
+  });
+
+  const completedDocument = await prisma.envelope.findFirstOrThrow({
+    where: {
+      id: envelope.id,
+    },
+    include: {
+      envelopeItems: {
+        orderBy: {
+          order: 'asc',
+        },
+        include: {
+          documentData: true,
+        },
+      },
+    },
+  });
+
+  const storedImages = fs.readdirSync(path.join(__dirname, '../../visual-regression'));
+
+  await Promise.all(
+    completedDocument.envelopeItems.map(async (item) => {
+      const documentUrl = getEnvelopeDownloadUrl({
+        envelopeItem: item,
+        token,
+        version: 'signed',
+      });
+
+      const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+      const loadedImages = storedImages
+        .filter((image) => image.includes(item.title))
+        .map((image) => fs.readFileSync(path.join(__dirname, '../../visual-regression', image)));
+
+      await compareSignedPdfWithImages({
+        id: item.title.replaceAll(' ', '-').toLowerCase(),
+        pdfData: new Uint8Array(pdfData),
+        images: loadedImages,
+        testInfo,
+      });
+    }),
+  );
+});
+
+/**
+ * Used to download the envelope images when updating the visual regression test.
+ *
+ * DON'T COMMIT THIS WITHOUT THE "SKIP" COMMAND.
+ */
+test.skip('download envelope images', async ({ page }) => {
+  const { user, team } = await seedUser();
+
+  const envelope = await seedAlignmentTestDocument({
+    userId: user.id,
+    teamId: team.id,
+    recipientName: user.name || '',
+    recipientEmail: user.email,
+    insertFields: true,
+    status: DocumentStatus.PENDING,
+  });
+
+  const token = envelope.recipients[0].token;
+
+  const signUrl = `/sign/${token}`;
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: signUrl,
+  });
+
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  await expect(async () => {
+    const { status } = await prisma.envelope.findFirstOrThrow({
+      where: {
+        id: envelope.id,
+      },
+    });
+
+    expect(status).toBe(DocumentStatus.COMPLETED);
+  }).toPass({
+    timeout: 10000,
+  });
+
+  const completedDocument = await prisma.envelope.findFirstOrThrow({
+    where: {
+      id: envelope.id,
+    },
+    include: {
+      envelopeItems: {
+        orderBy: {
+          order: 'asc',
+        },
+        include: {
+          documentData: true,
+        },
+      },
+    },
+  });
+
+  await Promise.all(
+    completedDocument.envelopeItems.map(async (item) => {
+      const documentUrl = getEnvelopeDownloadUrl({
+        envelopeItem: item,
+        token,
+        version: 'signed',
+      });
+
+      const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+      const pdfImages = await renderPdfToImage(new Uint8Array(pdfData));
+
+      for (const [index, { image }] of pdfImages.entries()) {
+        fs.writeFileSync(
+          path.join(__dirname, '../../visual-regression', `${item.title}-${index}.png`),
+          new Uint8Array(image),
+        );
+      }
+    }),
+  );
+});
+
+async function renderPdfToImage(pdfBytes: Uint8Array) {
+  const loadingTask = pdfjsLib.getDocument({ data: pdfBytes });
+  const pdf = await loadingTask.promise;
+
+  // Increase for higher resolution
+  const scale = 4;
+
+  return await Promise.all(
+    Array.from({ length: pdf.numPages }, async (_, index) => {
+      const page = await pdf.getPage(index + 1);
+
+      const viewport = page.getViewport({ scale });
+
+      const virtualCanvas = new Canvas(viewport.width, viewport.height);
+      const context = virtualCanvas.getContext('2d');
+      context.imageSmoothingEnabled = false;
+
+      // @ts-expect-error skia-canvas context satisfies runtime requirements for pdfjs
+      await page.render({ canvasContext: context, viewport }).promise;
+
+      return {
+        image: await virtualCanvas.toBuffer('png'),
+
+        // Rounded down because the certificate page somehow gives dimensions with decimals
+        width: Math.floor(viewport.width),
+        height: Math.floor(viewport.height),
+      };
+    }),
+  );
+}
+
+type CompareSignedPdfWithImagesOptions = {
+  id: string;
+  pdfData: Uint8Array;
+  images: Buffer[];
+  testInfo: TestInfo;
+};
+
+const compareSignedPdfWithImages = async ({
+  id,
+  pdfData,
+  images,
+  testInfo,
+}: CompareSignedPdfWithImagesOptions) => {
+  const renderedImages = await renderPdfToImage(pdfData);
+
+  const blankCertificateFile = fs.readFileSync(
+    path.join(__dirname, '../../visual-regression/blank-certificate.png'),
+  );
+  const blankCertificateImage = PNG.sync.read(blankCertificateFile).data;
+
+  for (const [index, { image, width, height }] of renderedImages.entries()) {
+    const isCertificate = index === renderedImages.length - 1;
+
+    const diff = new PNG({ width, height });
+
+    const storedImage = PNG.sync.read(images[index]).data;
+
+    const newImage = PNG.sync.read(image).data;
+
+    const oldImage = isCertificate ? blankCertificateImage : storedImage;
+
+    const comparison = pixelMatch(
+      new Uint8Array(oldImage),
+      new Uint8Array(newImage),
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      diff.data as unknown as Uint8Array,
+      width,
+      height,
+      {
+        threshold: 0.25,
+        // includeAA: true, // This allows stricter testing.
+      },
+    );
+    console.log(`${id}-${index}: ${comparison}`);
+
+    const diffFilePath = path.join(testInfo.outputPath(), `${id}-${index}-diff.png`);
+    const oldFilePath = path.join(testInfo.outputPath(), `${id}-${index}-old.png`);
+    const newFilePath = path.join(testInfo.outputPath(), `${id}-${index}-new.png`);
+
+    fs.writeFileSync(diffFilePath, new Uint8Array(PNG.sync.write(diff)));
+    fs.writeFileSync(oldFilePath, new Uint8Array(images[index]));
+    fs.writeFileSync(newFilePath, new Uint8Array(image));
+
+    if (isCertificate) {
+      // Expect the certificate to NOT be blank. Since the storedImage is blank.
+      expect.soft(comparison).toBeGreaterThan(20000);
+    } else {
+      expect.soft(comparison).toEqual(0);
+    }
+  }
+};

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

@@ -3,7 +3,7 @@ import { expect, test } from '@playwright/test';
 import { DocumentStatus, FieldType } from '@prisma/client';
 
 import { getDocumentByToken } from '@documenso/lib/server-only/document/get-document-by-token';
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { getEnvelopeDownloadUrl } from '@documenso/lib/utils/envelope-download';
 import { prisma } from '@documenso/prisma';
 import { seedPendingDocumentWithFullFields } from '@documenso/prisma/seed/documents';
 import { seedTeam } from '@documenso/prisma/seed/teams';
@@ -25,20 +25,25 @@ test.describe('Signing Certificate Tests', () => {
       teamId: team.id,
     });
 
-    const documentData = await prisma.documentData
+    const recipient = recipients[0];
+
+    const documentData = await prisma.envelopeItem
       .findFirstOrThrow({
         where: {
-          envelopeItem: {
-            envelopeId: document.id,
-          },
+          envelopeId: document.id,
         },
       })
-      .then(async (data) => getFile(data));
+      .then(async (data) => {
+        const documentUrl = getEnvelopeDownloadUrl({
+          envelopeItem: data,
+          token: recipient.token,
+          version: 'signed',
+        });
+        return fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+      });
 
     const originalPdf = await PDFDocument.load(documentData);
 
-    const recipient = recipients[0];
-
     // Sign the document
     await page.goto(`/sign/${recipient.token}`);
 
@@ -78,10 +83,17 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    // Todo: Envelopes
-    const firstDocumentData = completedDocument.envelopeItems[0].documentData;
+    const firstDocumentData = completedDocument.envelopeItems[0];
 
-    const completedDocumentData = await getFile(firstDocumentData);
+    const documentUrl = getEnvelopeDownloadUrl({
+      envelopeItem: firstDocumentData,
+      token: recipient.token,
+      version: 'signed',
+    });
+
+    const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+    const completedDocumentData = new Uint8Array(pdfData);
 
     // Load the PDF and check number of pages
     const pdfDoc = await PDFDocument.load(completedDocumentData);
@@ -118,20 +130,25 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    const documentData = await prisma.documentData
+    const recipient = recipients[0];
+
+    const documentData = await prisma.envelopeItem
       .findFirstOrThrow({
         where: {
-          envelopeItem: {
-            envelopeId: document.id,
-          },
+          envelopeId: document.id,
         },
       })
-      .then(async (data) => getFile(data));
+      .then(async (data) => {
+        const documentUrl = getEnvelopeDownloadUrl({
+          envelopeItem: data,
+          token: recipient.token,
+          version: 'signed',
+        });
+        return fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+      });
 
     const originalPdf = await PDFDocument.load(documentData);
 
-    const recipient = recipients[0];
-
     // Sign the document
     await page.goto(`/sign/${recipient.token}`);
 
@@ -169,10 +186,17 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    // Todo: Envelopes
-    const firstDocumentData = completedDocument.envelopeItems[0].documentData;
+    const firstDocumentData = completedDocument.envelopeItems[0];
 
-    const completedDocumentData = await getFile(firstDocumentData);
+    const documentUrl = getEnvelopeDownloadUrl({
+      envelopeItem: firstDocumentData,
+      token: recipient.token,
+      version: 'signed',
+    });
+
+    const pdfData = await fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+
+    const completedDocumentData = new Uint8Array(pdfData);
 
     // Load the PDF and check number of pages
     const completedPdf = await PDFDocument.load(completedDocumentData);
@@ -209,19 +233,24 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    const documentData = await prisma.documentData
+    const recipient = recipients[0];
+
+    const documentData = await prisma.envelopeItem
       .findFirstOrThrow({
         where: {
-          envelopeItem: {
-            envelopeId: document.id,
-          },
+          envelopeId: document.id,
         },
       })
-      .then(async (data) => getFile(data));
+      .then(async (data) => {
+        const documentUrl = getEnvelopeDownloadUrl({
+          envelopeItem: data,
+          token: recipient.token,
+          version: 'signed',
+        });
+        return fetch(documentUrl).then(async (res) => await res.arrayBuffer());
+      });
 
-    const originalPdf = await PDFDocument.load(documentData);
-
-    const recipient = recipients[0];
+    const originalPdf = await PDFDocument.load(new Uint8Array(documentData));
 
     // Sign the document
     await page.goto(`/sign/${recipient.token}`);
@@ -260,7 +289,15 @@ test.describe('Signing Certificate Tests', () => {
       },
     });
 
-    const completedDocumentData = await getFile(completedDocument.envelopeItems[0].documentData);
+    const documentUrl = getEnvelopeDownloadUrl({
+      envelopeItem: completedDocument.envelopeItems[0],
+      token: recipient.token,
+      version: 'signed',
+    });
+
+    const completedDocumentData = await fetch(documentUrl).then(
+      async (res) => await res.arrayBuffer(),
+    );
 
     // Load the PDF and check number of pages
     const completedPdf = await PDFDocument.load(completedDocumentData);

packages/app-tests/package.json

@@ -15,7 +15,10 @@
     "@documenso/lib": "*",
     "@documenso/prisma": "*",
     "@playwright/test": "1.52.0",
-    "@types/node": "^20"
+    "@types/node": "^20",
+    "@types/pngjs": "^6.0.5",
+    "pixelmatch": "^7.1.0",
+    "pngjs": "^7.0.0"
   },
   "dependencies": {
     "start-server-and-test": "^2.0.12"

packages/auth/package.json

@@ -20,6 +20,6 @@
     "luxon": "^3.5.0",
     "nanoid": "^5.1.5",
     "ts-pattern": "^5.0.5",
-    "zod": "3.24.1"
+    "zod": "^3.25.76"
   }
 }

packages/ee/package.json

@@ -19,6 +19,6 @@
     "micro": "^10.0.1",
     "react": "^18",
     "ts-pattern": "^5.0.5",
-    "zod": "3.24.1"
+    "zod": "^3.25.76"
   }
 }

packages/lib/client-only/download-pdf.ts

@@ -1,12 +1,14 @@
-import type { DocumentData } from '@prisma/client';
+import type { EnvelopeItem } from '@prisma/client';
 
-import { getFile } from '../universal/upload/get-file';
+import { getEnvelopeDownloadUrl } from '../utils/envelope-download';
 import { downloadFile } from './download-file';
 
 type DocumentVersion = 'original' | 'signed';
 
 type DownloadPDFProps = {
-  documentData: DocumentData;
+  envelopeItem: Pick<EnvelopeItem, 'id' | 'envelopeId'>;
+  token: string | undefined;
+
   fileName?: string;
   /**
    * Specifies which version of the document to download.
@@ -17,18 +19,18 @@ type DownloadPDFProps = {
 };
 
 export const downloadPDF = async ({
-  documentData,
+  envelopeItem,
+  token,
   fileName,
   version = 'signed',
 }: DownloadPDFProps) => {
-  const bytes = await getFile({
-    type: documentData.type,
-    data: version === 'signed' ? documentData.data : documentData.initialData,
+  const downloadUrl = getEnvelopeDownloadUrl({
+    envelopeItem: envelopeItem,
+    token,
+    version,
   });
 
-  const blob = new Blob([bytes], {
-    type: 'application/pdf',
-  });
+  const blob = await fetch(downloadUrl).then(async (res) => await res.blob());
 
   const baseTitle = (fileName ?? 'document').replace(/\.pdf$/, '');
   const suffix = version === 'signed' ? '_signed.pdf' : '.pdf';

packages/lib/client-only/hooks/use-editor-fields.ts

@@ -165,10 +165,7 @@ export const useEditorFields = ({
     const index = localFields.findIndex((field) => field.formId === formId);
 
     if (index !== -1) {
-      update(index, {
-        ...localFields[index],
-        id,
-      });
+      form.setValue(`fields.${index}.id`, id);
     }
   };
 

packages/lib/client-only/hooks/use-page-renderer.ts

@@ -1,4 +1,4 @@
-import { useEffect, useMemo, useRef } from 'react';
+import { useEffect, useMemo, useRef, useState } from 'react';
 
 import Konva from 'konva';
 import type { RenderParameters } from 'pdfjs-dist/types/src/display/api';
@@ -25,6 +25,8 @@ export function usePageRenderer(renderFunction: RenderFunction) {
   const stage = useRef<Konva.Stage | null>(null);
   const pageLayer = useRef<Konva.Layer | null>(null);
 
+  const [renderError, setRenderError] = useState<boolean>(false);
+
   /**
    * The raw viewport with no scaling. Basically the actual PDF size.
    */
@@ -122,5 +124,7 @@ export function usePageRenderer(renderFunction: RenderFunction) {
     unscaledViewport,
     scaledViewport,
     pageContext,
+    renderError,
+    setRenderError,
   };
 }

packages/lib/client-only/providers/envelope-editor-provider.tsx

@@ -46,6 +46,7 @@ type EnvelopeEditorProviderValue = {
   setLocalEnvelope: (localEnvelope: Partial<TEnvelope>) => void;
 
   updateEnvelope: (envelopeUpdates: UpdateEnvelopePayload) => void;
+  updateEnvelopeAsync: (envelopeUpdates: UpdateEnvelopePayload) => Promise<void>;
   setRecipientsDebounced: (recipients: TSetEnvelopeRecipientsRequest['recipients']) => void;
   setRecipientsAsync: (recipients: TSetEnvelopeRecipientsRequest['recipients']) => Promise<void>;
 
@@ -66,8 +67,6 @@ type EnvelopeEditorProviderValue = {
   };
 
   syncEnvelope: () => Promise<void>;
-  // refetchEnvelope: () => Promise<void>;
-  // updateEnvelope: (envelope: TEnvelope) => Promise<void>;
 };
 
 interface EnvelopeEditorProviderProps {
@@ -215,7 +214,6 @@ export const EnvelopeEditorProvider = ({
   } = useEnvelopeAutosave(async (envelopeUpdates: UpdateEnvelopePayload) => {
     await envelopeUpdateMutationQuery.mutateAsync({
       envelopeId: envelope.id,
-      envelopeType: envelope.type,
       data: envelopeUpdates.data,
       meta: envelopeUpdates.meta,
     });
@@ -237,6 +235,13 @@ export const EnvelopeEditorProvider = ({
     setEnvelopeDebounced(envelopeUpdates);
   };
 
+  const updateEnvelopeAsync = async (envelopeUpdates: UpdateEnvelopePayload) => {
+    await envelopeUpdateMutationQuery.mutateAsync({
+      envelopeId: envelope.id,
+      ...envelopeUpdates,
+    });
+  };
+
   const getRecipientColorKey = useCallback(
     (recipientId: number) => {
       const recipientIndex = envelope.recipients.findIndex(
@@ -324,6 +329,7 @@ export const EnvelopeEditorProvider = ({
         setLocalEnvelope,
         getRecipientColorKey,
         updateEnvelope,
+        updateEnvelopeAsync,
         setRecipientsDebounced,
         setRecipientsAsync,
         editorFields,

packages/lib/client-only/providers/envelope-render-provider.tsx

@@ -1,13 +1,11 @@
 import { createContext, useCallback, useContext, useEffect, useMemo, useState } from 'react';
 import React from 'react';
 
-import type { DocumentData } from '@prisma/client';
-
 import type { TRecipientColor } from '@documenso/ui/lib/recipient-colors';
 import { AVAILABLE_RECIPIENT_COLORS } from '@documenso/ui/lib/recipient-colors';
 
 import type { TEnvelope } from '../../types/envelope';
-import { getFile } from '../../universal/upload/get-file';
+import { getEnvelopeDownloadUrl } from '../../utils/envelope-download';
 
 type FileData =
   | {
@@ -18,6 +16,10 @@ type FileData =
       status: 'loaded';
     };
 
+type EnvelopeRenderOverrideSettings = {
+  mode: 'edit' | 'sign' | 'export';
+};
+
 type EnvelopeRenderItem = TEnvelope['envelopeItems'][number];
 
 type EnvelopeRenderProviderValue = {
@@ -27,10 +29,15 @@ type EnvelopeRenderProviderValue = {
   setCurrentEnvelopeItem: (envelopeItemId: string) => void;
   fields: TEnvelope['fields'];
   getRecipientColorKey: (recipientId: number) => TRecipientColor;
+
+  renderError: boolean;
+  setRenderError: (renderError: boolean) => void;
+  overrideSettings?: EnvelopeRenderOverrideSettings;
 };
 
 interface EnvelopeRenderProviderProps {
   children: React.ReactNode;
+
   envelope: Pick<TEnvelope, 'envelopeItems'>;
 
   /**
@@ -46,6 +53,18 @@ interface EnvelopeRenderProviderProps {
    * Only required for generic page renderers.
    */
   recipientIds?: number[];
+
+  /**
+   * The token to access the envelope.
+   *
+   * If not provided, it will be assumed that the current user can access the document.
+   */
+  token: string | undefined;
+
+  /**
+   * Custom override settings for generic page renderers.
+   */
+  overrideSettings?: EnvelopeRenderOverrideSettings;
 }
 
 const EnvelopeRenderContext = createContext<EnvelopeRenderProviderValue | null>(null);
@@ -67,39 +86,51 @@ export const EnvelopeRenderProvider = ({
   children,
   envelope,
   fields,
+  token,
   recipientIds = [],
+  overrideSettings,
 }: EnvelopeRenderProviderProps) => {
   // Indexed by documentDataId.
   const [files, setFiles] = useState<Record<string, FileData>>({});
 
   const [currentItem, setItem] = useState<EnvelopeRenderItem | null>(null);
 
+  const [renderError, setRenderError] = useState<boolean>(false);
+
   const envelopeItems = useMemo(
     () => envelope.envelopeItems.sort((a, b) => a.order - b.order),
     [envelope.envelopeItems],
   );
 
-  const loadEnvelopeItemPdfFile = async (documentData: DocumentData) => {
-    if (files[documentData.id]?.status === 'loading') {
+  const loadEnvelopeItemPdfFile = async (envelopeItem: EnvelopeRenderItem) => {
+    if (files[envelopeItem.documentDataId]?.status === 'loading') {
       return;
     }
 
-    if (!files[documentData.id]) {
+    if (!files[envelopeItem.documentDataId]) {
       setFiles((prev) => ({
         ...prev,
-        [documentData.id]: {
+        [envelopeItem.documentDataId]: {
           status: 'loading',
         },
       }));
     }
 
     try {
-      const file = await getFile(documentData);
+      const downloadUrl = getEnvelopeDownloadUrl({
+        envelopeItem: envelopeItem,
+        token,
+        version: 'signed',
+      });
+
+      const blob = await fetch(downloadUrl).then(async (res) => await res.blob());
+
+      const file = await blob.arrayBuffer();
 
       setFiles((prev) => ({
         ...prev,
-        [documentData.id]: {
-          file,
+        [envelopeItem.documentDataId]: {
+          file: new Uint8Array(file),
           status: 'loaded',
         },
       }));
@@ -108,7 +139,7 @@ export const EnvelopeRenderProvider = ({
 
       setFiles((prev) => ({
         ...prev,
-        [documentData.id]: {
+        [envelopeItem.documentDataId]: {
           status: 'error',
         },
       }));
@@ -140,7 +171,7 @@ export const EnvelopeRenderProvider = ({
     const missingFiles = envelope.envelopeItems.filter((item) => !files[item.documentDataId]);
 
     for (const item of missingFiles) {
-      void loadEnvelopeItemPdfFile(item.documentData);
+      void loadEnvelopeItemPdfFile(item);
     }
   }, [envelope.envelopeItems]);
 
@@ -164,6 +195,9 @@ export const EnvelopeRenderProvider = ({
         setCurrentEnvelopeItem,
         fields: fields ?? [],
         getRecipientColorKey,
+        renderError,
+        setRenderError,
+        overrideSettings,
       }}
     >
       {children}

packages/lib/constants/app.ts

@@ -12,6 +12,7 @@ export const NEXT_PRIVATE_INTERNAL_WEBAPP_URL =
 export const IS_BILLING_ENABLED = () => env('NEXT_PUBLIC_FEATURE_BILLING_ENABLED') === 'true';
 
 export const API_V2_BETA_URL = '/api/v2-beta';
+export const API_V2_URL = '/api/v2';
 
 export const SUPPORT_EMAIL = env('NEXT_PUBLIC_SUPPORT_EMAIL') ?? 'support@documenso.com';
 

packages/lib/package.json

@@ -55,11 +55,11 @@
     "skia-canvas": "^3.0.8",
     "stripe": "^12.7.0",
     "ts-pattern": "^5.0.5",
-    "zod": "3.24.1"
+    "zod": "^3.25.76"
   },
   "devDependencies": {
     "@playwright/browser-chromium": "1.52.0",
     "@types/luxon": "^3.3.1",
     "@types/pg": "^8.11.4"
   }
-}
+}

packages/lib/server-only/admin/admin-find-documents.ts

@@ -78,6 +78,14 @@ export const adminFindDocuments = async ({
             url: true,
           },
         },
+        envelopeItems: {
+          select: {
+            id: true,
+            envelopeId: true,
+            title: true,
+            order: true,
+          },
+        },
       },
     }),
     prisma.envelope.count({

packages/lib/server-only/document/find-documents.ts

@@ -248,6 +248,14 @@ export const findDocuments = async ({
             url: true,
           },
         },
+        envelopeItems: {
+          select: {
+            id: true,
+            envelopeId: true,
+            title: true,
+            order: true,
+          },
+        },
       },
     }),
     prisma.envelope.count({

packages/lib/server-only/document/get-document-by-token.ts

@@ -91,7 +91,7 @@ export const getDocumentAndSenderByToken = async ({
         },
       },
       envelopeItems: {
-        select: {
+        include: {
           documentData: true,
         },
       },

packages/lib/server-only/document/get-document-with-details-by-id.ts

@@ -63,5 +63,8 @@ export const getDocumentWithDetailsById = async ({
       documentId: legacyDocumentId,
       password: null,
     },
+    envelopeItems: envelope.envelopeItems.map((envelopeItem) => ({
+      ...envelopeItem,
+    })),
   };
 };

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

@@ -20,7 +20,12 @@ import { validateCheckboxLength } from '../../advanced-fields-validation/validat
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { jobs } from '../../jobs/client';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
-import { ZCheckboxFieldMeta, ZDropdownFieldMeta, ZRadioFieldMeta } from '../../types/field-meta';
+import {
+  ZCheckboxFieldMeta,
+  ZDropdownFieldMeta,
+  ZFieldAndMetaSchema,
+  ZRadioFieldMeta,
+} from '../../types/field-meta';
 import {
   ZWebhookDocumentSchema,
   mapEnvelopeToWebhookDocumentPayload,
@@ -174,9 +179,20 @@ export const sendDocument = async ({
 
   const fieldsToAutoInsert: { fieldId: number; customText: string }[] = [];
 
-  // Auto insert radio and checkboxes that have default values.
+  // Validate and autoinsert fields for V2 envelopes.
   if (envelope.internalVersion === 2) {
-    for (const field of envelope.fields) {
+    for (const unknownField of envelope.fields) {
+      const parsedField = ZFieldAndMetaSchema.safeParse(unknownField);
+
+      if (parsedField.error) {
+        throw new AppError(AppErrorCode.INVALID_REQUEST, {
+          message: 'One or more fields have invalid metadata. Error: ' + parsedField.error.message,
+        });
+      }
+
+      const field = parsedField.data;
+      const fieldId = unknownField.id;
+
       if (field.type === FieldType.RADIO) {
         const { values = [] } = ZRadioFieldMeta.parse(field.fieldMeta);
 
@@ -184,7 +200,7 @@ export const sendDocument = async ({
 
         if (checkedItemIndex !== -1) {
           fieldsToAutoInsert.push({
-            fieldId: field.id,
+            fieldId,
             customText: toRadioCustomText(checkedItemIndex),
           });
         }
@@ -195,7 +211,7 @@ export const sendDocument = async ({
 
         if (defaultValue && values.some((value) => value.value === defaultValue)) {
           fieldsToAutoInsert.push({
-            fieldId: field.id,
+            fieldId,
             customText: defaultValue,
           });
         }
@@ -234,9 +250,9 @@ export const sendDocument = async ({
           );
         }
 
-        if (isValid) {
+        if (isValid && checkedIndices.length > 0) {
           fieldsToAutoInsert.push({
-            fieldId: field.id,
+            fieldId,
             customText: toCheckboxCustomText(checkedIndices),
           });
         }

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

@@ -16,11 +16,16 @@ import type { ApiRequestMetadata } from '@documenso/lib/universal/extract-reques
 import { nanoid, prefixedId } from '@documenso/lib/universal/id';
 import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
 import { prisma } from '@documenso/prisma';
-import type { TCreateEnvelopeRequest } from '@documenso/trpc/server/envelope-router/create-envelope.types';
 
-import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
+import type {
+  TDocumentAccessAuthTypes,
+  TDocumentActionAuthTypes,
+  TRecipientAccessAuthTypes,
+  TRecipientActionAuthTypes,
+} from '../../types/document-auth';
 import type { TDocumentFormValues } from '../../types/document-form-values';
 import type { TEnvelopeAttachmentType } from '../../types/envelope-attachment';
+import type { TFieldAndMeta } from '../../types/field-meta';
 import {
   ZWebhookDocumentSchema,
   mapEnvelopeToWebhookDocumentPayload,
@@ -34,6 +39,25 @@ import { incrementDocumentId, incrementTemplateId } from '../envelope/increment-
 import { getTeamSettings } from '../team/get-team-settings';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 
+type CreateEnvelopeRecipientFieldOptions = TFieldAndMeta & {
+  documentDataId: string;
+  page: number;
+  positionX: number;
+  positionY: number;
+  width: number;
+  height: number;
+};
+
+type CreateEnvelopeRecipientOptions = {
+  email: string;
+  name: string;
+  role: RecipientRole;
+  signingOrder?: number;
+  accessAuth?: TRecipientAccessAuthTypes[];
+  actionAuth?: TRecipientActionAuthTypes[];
+  fields?: CreateEnvelopeRecipientFieldOptions[];
+};
+
 export type CreateEnvelopeOptions = {
   userId: number;
   teamId: number;
@@ -46,7 +70,6 @@ export type CreateEnvelopeOptions = {
     envelopeItems: { title?: string; documentDataId: string; order?: number }[];
     formValues?: TDocumentFormValues;
 
-    timezone?: string;
     userTimezone?: string;
 
     templateType?: TemplateType;
@@ -56,7 +79,7 @@ export type CreateEnvelopeOptions = {
     visibility?: DocumentVisibility;
     globalAccessAuth?: TDocumentAccessAuthTypes[];
     globalActionAuth?: TDocumentActionAuthTypes[];
-    recipients?: TCreateEnvelopeRequest['recipients'];
+    recipients?: CreateEnvelopeRecipientOptions[];
     folderId?: string;
   };
   attachments?: Array<{
@@ -83,7 +106,6 @@ export const createEnvelope = async ({
     title,
     externalId,
     formValues,
-    timezone,
     userTimezone,
     folderId,
     templateType,
@@ -142,6 +164,7 @@ export const createEnvelope = async ({
   let envelopeItems: { title?: string; documentDataId: string; order?: number }[] =
     data.envelopeItems;
 
+  // Todo: Envelopes - Remove
   if (normalizePdf) {
     envelopeItems = await Promise.all(
       data.envelopeItems.map(async (item) => {
@@ -219,7 +242,7 @@ export const createEnvelope = async ({
 
   // userTimezone is last because it's always passed in regardless of the organisation/team settings
   // for uploads from the frontend
-  const timezoneToUse = timezone || settings.documentTimezone || userTimezone;
+  const timezoneToUse = meta?.timezone || settings.documentTimezone || userTimezone;
 
   const documentMeta = await prisma.documentMeta.create({
     data: extractDerivedDocumentMeta(settings, {

packages/lib/server-only/envelope/get-envelope-for-recipient-signing.ts

@@ -2,7 +2,6 @@ import { DocumentSigningOrder, DocumentStatus, EnvelopeType, SigningStatus } fro
 import { z } from 'zod';
 
 import { prisma } from '@documenso/prisma';
-import DocumentDataSchema from '@documenso/prisma/generated/zod/modelSchema/DocumentDataSchema';
 import DocumentMetaSchema from '@documenso/prisma/generated/zod/modelSchema/DocumentMetaSchema';
 import EnvelopeItemSchema from '@documenso/prisma/generated/zod/modelSchema/EnvelopeItemSchema';
 import EnvelopeSchema from '@documenso/prisma/generated/zod/modelSchema/EnvelopeSchema';
@@ -72,20 +71,12 @@ export const ZEnvelopeForSigningResponse = z.object({
       .array(),
 
     envelopeItems: EnvelopeItemSchema.pick({
+      envelopeId: true,
       id: true,
       title: true,
       documentDataId: true,
       order: true,
-    })
-      .extend({
-        documentData: DocumentDataSchema.pick({
-          type: true,
-          id: true,
-          data: true,
-          initialData: true,
-        }),
-      })
-      .array(),
+    }).array(),
 
     team: TeamSchema.pick({
       id: true,
@@ -199,11 +190,7 @@ export const getEnvelopeForRecipientSigning = async ({
           signingOrder: 'asc',
         },
       },
-      envelopeItems: {
-        include: {
-          documentData: true,
-        },
-      },
+      envelopeItems: true,
       team: {
         select: {
           id: true,

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

@@ -26,9 +26,9 @@ export interface CreateEnvelopeFieldsOptions {
     envelopeItemId?: string;
 
     recipientId: number;
-    pageNumber: number;
-    pageX: number;
-    pageY: number;
+    page: number;
+    positionX: number;
+    positionY: number;
     width: number;
     height: number;
   })[];
@@ -122,9 +122,9 @@ export const createEnvelopeFields = async ({
     const newlyCreatedFields = await tx.field.createManyAndReturn({
       data: validatedFields.map((field) => ({
         type: field.type,
-        page: field.pageNumber,
-        positionX: field.pageX,
-        positionY: field.pageY,
+        page: field.page,
+        positionX: field.positionX,
+        positionY: field.positionY,
         width: field.width,
         height: field.height,
         customText: '',

packages/lib/server-only/field/get-field-by-id.ts

@@ -11,7 +11,7 @@ export type GetFieldByIdOptions = {
   userId: number;
   teamId: number;
   fieldId: number;
-  envelopeType: EnvelopeType;
+  envelopeType?: EnvelopeType;
 };
 
 export const getFieldById = async ({
@@ -41,7 +41,7 @@ export const getFieldById = async ({
       type: 'envelopeId',
       id: field.envelopeId,
     },
-    type: envelopeType,
+    type: envelopeType ?? null,
     userId,
     teamId,
   });

packages/lib/server-only/field/set-fields-for-document.ts

@@ -158,7 +158,7 @@ export const setFieldsForDocument = async ({
           const numberFieldParsedMeta = ZNumberFieldMeta.parse(field.fieldMeta);
 
           const errors = validateNumberField(
-            String(numberFieldParsedMeta.value),
+            String(numberFieldParsedMeta.value || ''),
             numberFieldParsedMeta,
             false,
           );

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

@@ -10,18 +10,21 @@ import {
 import { prisma } from '@documenso/prisma';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
+import { type EnvelopeIdOptions } from '../../utils/envelope';
 import { mapFieldToLegacyField } from '../../utils/fields';
 import { canRecipientFieldsBeModified } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 
-export interface UpdateDocumentFieldsOptions {
+export interface UpdateEnvelopeFieldsOptions {
   userId: number;
   teamId: number;
-  documentId: number;
+  id: EnvelopeIdOptions;
+  type?: EnvelopeType | null; // Only used to enforce the type.
   fields: {
     id: number;
     type?: FieldType;
     pageNumber?: number;
+    envelopeItemId?: string;
     pageX?: number;
     pageY?: number;
     width?: number;
@@ -31,19 +34,17 @@ export interface UpdateDocumentFieldsOptions {
   requestMetadata: ApiRequestMetadata;
 }
 
-export const updateDocumentFields = async ({
+export const updateEnvelopeFields = async ({
   userId,
   teamId,
-  documentId,
+  id,
+  type = null,
   fields,
   requestMetadata,
-}: UpdateDocumentFieldsOptions) => {
+}: UpdateEnvelopeFieldsOptions) => {
   const { envelopeWhereInput } = await getEnvelopeWhereInput({
-    id: {
-      type: 'documentId',
-      id: documentId,
-    },
-    type: EnvelopeType.DOCUMENT,
+    id,
+    type,
     userId,
     teamId,
   });
@@ -53,18 +54,19 @@ export const updateDocumentFields = async ({
     include: {
       recipients: true,
       fields: true,
+      envelopeItems: true,
     },
   });
 
   if (!envelope) {
     throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Document not found',
+      message: 'Envelope not found',
     });
   }
 
   if (envelope.completedAt) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, {
-      message: 'Document already complete',
+      message: 'Envelope already complete',
     });
   }
 
@@ -96,6 +98,29 @@ export const updateDocumentFields = async ({
       });
     }
 
+    const fieldType = field.type || originalField.type;
+    const fieldMetaType = field.fieldMeta?.type || originalField.fieldMeta?.type;
+
+    // Not going to mess with V1 envelopes.
+    if (
+      envelope.internalVersion === 2 &&
+      fieldMetaType &&
+      fieldMetaType.toLowerCase() !== fieldType.toLowerCase()
+    ) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: 'Field meta type does not match the field type',
+      });
+    }
+
+    if (
+      field.envelopeItemId &&
+      !envelope.envelopeItems.some((item) => item.id === field.envelopeItemId)
+    ) {
+      throw new AppError(AppErrorCode.INVALID_REQUEST, {
+        message: 'Envelope item not found',
+      });
+    }
+
     return {
       originalField,
       updateData: field,
@@ -118,27 +143,30 @@ export const updateDocumentFields = async ({
             width: updateData.width,
             height: updateData.height,
             fieldMeta: updateData.fieldMeta,
+            envelopeItemId: updateData.envelopeItemId,
           },
         });
 
-        const changes = diffFieldChanges(originalField, updatedField);
-
         // Handle field updated audit log.
-        if (changes.length > 0) {
-          await tx.documentAuditLog.create({
-            data: createDocumentAuditLogData({
-              type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED,
-              envelopeId: envelope.id,
-              metadata: requestMetadata,
-              data: {
-                fieldId: updatedField.secondaryId,
-                fieldRecipientEmail: recipientEmail,
-                fieldRecipientId: updatedField.recipientId,
-                fieldType: updatedField.type,
-                changes,
-              },
-            }),
-          });
+        if (envelope.type === EnvelopeType.DOCUMENT) {
+          const changes = diffFieldChanges(originalField, updatedField);
+
+          if (changes.length > 0) {
+            await tx.documentAuditLog.create({
+              data: createDocumentAuditLogData({
+                type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED,
+                envelopeId: envelope.id,
+                metadata: requestMetadata,
+                data: {
+                  fieldId: updatedField.secondaryId,
+                  fieldRecipientEmail: recipientEmail,
+                  fieldRecipientId: updatedField.recipientId,
+                  fieldType: updatedField.type,
+                  changes,
+                },
+              }),
+            });
+          }
         }
 
         return updatedField;

packages/lib/server-only/field/update-template-fields.ts

@@ -1,116 +0,0 @@
-import { EnvelopeType, type FieldType } from '@prisma/client';
-
-import type { TFieldMetaSchema } from '@documenso/lib/types/field-meta';
-import { prisma } from '@documenso/prisma';
-
-import { AppError, AppErrorCode } from '../../errors/app-error';
-import { mapFieldToLegacyField } from '../../utils/fields';
-import { canRecipientFieldsBeModified } from '../../utils/recipients';
-import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
-
-export interface UpdateTemplateFieldsOptions {
-  userId: number;
-  teamId: number;
-  templateId: number;
-  fields: {
-    id: number;
-    type?: FieldType;
-    pageNumber?: number;
-    pageX?: number;
-    pageY?: number;
-    width?: number;
-    height?: number;
-    fieldMeta?: TFieldMetaSchema;
-  }[];
-}
-
-export const updateTemplateFields = async ({
-  userId,
-  teamId,
-  templateId,
-  fields,
-}: UpdateTemplateFieldsOptions) => {
-  const { envelopeWhereInput } = await getEnvelopeWhereInput({
-    id: {
-      type: 'templateId',
-      id: templateId,
-    },
-    type: EnvelopeType.TEMPLATE,
-    userId,
-    teamId,
-  });
-
-  const envelope = await prisma.envelope.findFirst({
-    where: envelopeWhereInput,
-    include: {
-      recipients: true,
-      fields: true,
-    },
-  });
-
-  if (!envelope) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Document not found',
-    });
-  }
-
-  const fieldsToUpdate = fields.map((field) => {
-    const originalField = envelope.fields.find((existingField) => existingField.id === field.id);
-
-    if (!originalField) {
-      throw new AppError(AppErrorCode.NOT_FOUND, {
-        message: `Field with id ${field.id} not found`,
-      });
-    }
-
-    const recipient = envelope.recipients.find(
-      (recipient) => recipient.id === originalField.recipientId,
-    );
-
-    // Each field MUST have a recipient associated with it.
-    if (!recipient) {
-      throw new AppError(AppErrorCode.INVALID_REQUEST, {
-        message: `Recipient attached to field ${field.id} not found`,
-      });
-    }
-
-    // Check whether the recipient associated with the field can be modified.
-    if (!canRecipientFieldsBeModified(recipient, envelope.fields)) {
-      throw new AppError(AppErrorCode.INVALID_REQUEST, {
-        message:
-          'Cannot modify a field where the recipient has already interacted with the document',
-      });
-    }
-
-    return {
-      updateData: field,
-    };
-  });
-
-  const updatedFields = await prisma.$transaction(async (tx) => {
-    return await Promise.all(
-      fieldsToUpdate.map(async ({ updateData }) => {
-        const updatedField = await tx.field.update({
-          where: {
-            id: updateData.id,
-          },
-          data: {
-            type: updateData.type,
-            page: updateData.pageNumber,
-            positionX: updateData.pageX,
-            positionY: updateData.pageY,
-            width: updateData.width,
-            height: updateData.height,
-            fieldMeta: updateData.fieldMeta,
-          },
-        });
-
-        return updatedField;
-      }),
-    );
-  });
-
-  return {
-    fields: updatedFields.map((field) => mapFieldToLegacyField(field, envelope)),
-  };
-};

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

@@ -1,13 +1,22 @@
 import { PDFDocument } from '@cantoo/pdf-lib';
 
+import { AppError } from '../../errors/app-error';
 import { flattenAnnotations } from './flatten-annotations';
 import { flattenForm, removeOptionalContentGroups } from './flatten-form';
 
 export const normalizePdf = async (pdf: Buffer) => {
-  const pdfDoc = await PDFDocument.load(pdf).catch(() => null);
+  const pdfDoc = await PDFDocument.load(pdf).catch((e) => {
+    console.error(`PDF normalization error: ${e.message}`);
 
-  if (!pdfDoc) {
-    return pdf;
+    throw new AppError('INVALID_DOCUMENT_FILE', {
+      message: 'The document is not a valid PDF',
+    });
+  });
+
+  if (pdfDoc.isEncrypted) {
+    throw new AppError('INVALID_DOCUMENT_FILE', {
+      message: 'The document is encrypted',
+    });
   }
 
   removeOptionalContentGroups(pdfDoc);

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

@@ -15,7 +15,7 @@ import type { EnvelopeIdOptions } from '../../utils/envelope';
 import { mapRecipientToLegacyRecipient } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 
-export interface CreateDocumentRecipientsOptions {
+export interface CreateEnvelopeRecipientsOptions {
   userId: number;
   teamId: number;
   id: EnvelopeIdOptions;
@@ -30,16 +30,16 @@ export interface CreateDocumentRecipientsOptions {
   requestMetadata: ApiRequestMetadata;
 }
 
-export const createDocumentRecipients = async ({
+export const createEnvelopeRecipients = async ({
   userId,
   teamId,
   id,
   recipients: recipientsToCreate,
   requestMetadata,
-}: CreateDocumentRecipientsOptions) => {
+}: CreateEnvelopeRecipientsOptions) => {
   const { envelopeWhereInput } = await getEnvelopeWhereInput({
     id,
-    type: EnvelopeType.DOCUMENT,
+    type: null,
     userId,
     teamId,
   });
@@ -62,13 +62,13 @@ export const createDocumentRecipients = async ({
 
   if (!envelope) {
     throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Document not found',
+      message: 'Envelope not found',
     });
   }
 
   if (envelope.completedAt) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, {
-      message: 'Document already complete',
+      message: 'Envelope already complete',
     });
   }
 
@@ -112,21 +112,23 @@ export const createDocumentRecipients = async ({
         });
 
         // Handle recipient created audit log.
-        await tx.documentAuditLog.create({
-          data: createDocumentAuditLogData({
-            type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED,
-            envelopeId: envelope.id,
-            metadata: requestMetadata,
-            data: {
-              recipientEmail: createdRecipient.email,
-              recipientName: createdRecipient.name,
-              recipientId: createdRecipient.id,
-              recipientRole: createdRecipient.role,
-              accessAuth: recipient.accessAuth ?? [],
-              actionAuth: recipient.actionAuth ?? [],
-            },
-          }),
-        });
+        if (envelope.type === EnvelopeType.DOCUMENT) {
+          await tx.documentAuditLog.create({
+            data: createDocumentAuditLogData({
+              type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED,
+              envelopeId: envelope.id,
+              metadata: requestMetadata,
+              data: {
+                recipientEmail: createdRecipient.email,
+                recipientName: createdRecipient.name,
+                recipientId: createdRecipient.id,
+                recipientRole: createdRecipient.role,
+                accessAuth: recipient.accessAuth ?? [],
+                actionAuth: recipient.actionAuth ?? [],
+              },
+            }),
+          });
+        }
 
         return createdRecipient;
       }),

packages/lib/server-only/recipient/create-template-recipients.ts

@@ -1,115 +0,0 @@
-import { EnvelopeType, RecipientRole } from '@prisma/client';
-import { SendStatus, SigningStatus } from '@prisma/client';
-
-import type { TRecipientAccessAuthTypes } from '@documenso/lib/types/document-auth';
-import { type TRecipientActionAuthTypes } from '@documenso/lib/types/document-auth';
-import { nanoid } from '@documenso/lib/universal/id';
-import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
-import { prisma } from '@documenso/prisma';
-
-import { AppError, AppErrorCode } from '../../errors/app-error';
-import { mapRecipientToLegacyRecipient } from '../../utils/recipients';
-import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
-
-export interface CreateTemplateRecipientsOptions {
-  userId: number;
-  teamId: number;
-  templateId: number;
-  recipients: {
-    email: string;
-    name: string;
-    role: RecipientRole;
-    signingOrder?: number | null;
-    accessAuth?: TRecipientAccessAuthTypes[];
-    actionAuth?: TRecipientActionAuthTypes[];
-  }[];
-}
-
-export const createTemplateRecipients = async ({
-  userId,
-  teamId,
-  templateId,
-  recipients: recipientsToCreate,
-}: CreateTemplateRecipientsOptions) => {
-  const { envelopeWhereInput } = await getEnvelopeWhereInput({
-    id: {
-      type: 'templateId',
-      id: templateId,
-    },
-    type: EnvelopeType.TEMPLATE,
-    userId,
-    teamId,
-  });
-
-  const template = await prisma.envelope.findFirst({
-    where: envelopeWhereInput,
-    include: {
-      recipients: true,
-      team: {
-        select: {
-          organisation: {
-            select: {
-              organisationClaim: true,
-            },
-          },
-        },
-      },
-    },
-  });
-
-  if (!template) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Template not found',
-    });
-  }
-
-  const recipientsHaveActionAuth = recipientsToCreate.some(
-    (recipient) => recipient.actionAuth && recipient.actionAuth.length > 0,
-  );
-
-  // Check if user has permission to set the global action auth.
-  if (recipientsHaveActionAuth && !template.team.organisation.organisationClaim.flags.cfr21) {
-    throw new AppError(AppErrorCode.UNAUTHORIZED, {
-      message: 'You do not have permission to set the action auth',
-    });
-  }
-
-  const normalizedRecipients = recipientsToCreate.map((recipient) => ({
-    ...recipient,
-    email: recipient.email.toLowerCase(),
-  }));
-
-  const createdRecipients = await prisma.$transaction(async (tx) => {
-    return await Promise.all(
-      normalizedRecipients.map(async (recipient) => {
-        const authOptions = createRecipientAuthOptions({
-          accessAuth: recipient.accessAuth ?? [],
-          actionAuth: recipient.actionAuth ?? [],
-        });
-
-        const createdRecipient = await tx.recipient.create({
-          data: {
-            envelopeId: template.id,
-            name: recipient.name,
-            email: recipient.email,
-            role: recipient.role,
-            signingOrder: recipient.signingOrder,
-            token: nanoid(),
-            sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
-            signingStatus:
-              recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
-            authOptions,
-          },
-        });
-
-        return createdRecipient;
-      }),
-    );
-  });
-
-  return {
-    recipients: createdRecipients.map((recipient) =>
-      mapRecipientToLegacyRecipient(recipient, template),
-    ),
-  };
-};

packages/lib/server-only/recipient/delete-envelope-recipient.ts

@@ -14,26 +14,27 @@ import { NEXT_PUBLIC_WEBAPP_URL } from '../../constants/app';
 import { AppError, AppErrorCode } from '../../errors/app-error';
 import { extractDerivedDocumentEmailSettings } from '../../types/document-email';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { canRecipientBeModified } from '../../utils/recipients';
 import { renderEmailWithI18N } from '../../utils/render-email-with-i18n';
 import { buildTeamWhereQuery } from '../../utils/teams';
 import { getEmailContext } from '../email/get-email-context';
+import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 
-export interface DeleteDocumentRecipientOptions {
+export interface DeleteEnvelopeRecipientOptions {
   userId: number;
   teamId: number;
   recipientId: number;
   requestMetadata: ApiRequestMetadata;
 }
 
-export const deleteDocumentRecipient = async ({
+export const deleteEnvelopeRecipient = async ({
   userId,
   teamId,
   recipientId,
   requestMetadata,
-}: DeleteDocumentRecipientOptions) => {
+}: DeleteEnvelopeRecipientOptions) => {
   const envelope = await prisma.envelope.findFirst({
     where: {
-      type: EnvelopeType.DOCUMENT,
       recipients: {
         some: {
           id: recipientId,
@@ -48,6 +49,9 @@ export const deleteDocumentRecipient = async ({
         where: {
           id: recipientId,
         },
+        include: {
+          fields: true,
+        },
       },
     },
   });
@@ -89,24 +93,43 @@ export const deleteDocumentRecipient = async ({
     });
   }
 
-  const deletedRecipient = await prisma.$transaction(async (tx) => {
-    await tx.documentAuditLog.create({
-      data: createDocumentAuditLogData({
-        type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_DELETED,
-        envelopeId: envelope.id,
-        metadata: requestMetadata,
-        data: {
-          recipientEmail: recipientToDelete.email,
-          recipientName: recipientToDelete.name,
-          recipientId: recipientToDelete.id,
-          recipientRole: recipientToDelete.role,
-        },
-      }),
+  if (!canRecipientBeModified(recipientToDelete, recipientToDelete.fields)) {
+    throw new AppError(AppErrorCode.INVALID_REQUEST, {
+      message: 'Recipient has already interacted with the document.',
     });
+  }
+
+  const { envelopeWhereInput } = await getEnvelopeWhereInput({
+    id: {
+      type: 'envelopeId',
+      id: envelope.id,
+    },
+    type: null,
+    userId,
+    teamId,
+  });
+
+  const deletedRecipient = await prisma.$transaction(async (tx) => {
+    if (envelope.type === EnvelopeType.DOCUMENT) {
+      await tx.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_DELETED,
+          envelopeId: envelope.id,
+          metadata: requestMetadata,
+          data: {
+            recipientEmail: recipientToDelete.email,
+            recipientName: recipientToDelete.name,
+            recipientId: recipientToDelete.id,
+            recipientRole: recipientToDelete.role,
+          },
+        }),
+      });
+    }
 
     return await tx.recipient.delete({
       where: {
         id: recipientId,
+        envelope: envelopeWhereInput,
       },
     });
   });
@@ -116,7 +139,11 @@ export const deleteDocumentRecipient = async ({
   ).recipientRemoved;
 
   // Send email to deleted recipient.
-  if (recipientToDelete.sendStatus === SendStatus.SENT && isRecipientRemovedEmailEnabled) {
+  if (
+    recipientToDelete.sendStatus === SendStatus.SENT &&
+    isRecipientRemovedEmailEnabled &&
+    envelope.type === EnvelopeType.DOCUMENT
+  ) {
     const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 
     const template = createElement(RecipientRemovedFromDocumentTemplate, {

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

@@ -1,58 +0,0 @@
-import { EnvelopeType } from '@prisma/client';
-
-import { prisma } from '@documenso/prisma';
-
-import { AppError, AppErrorCode } from '../../errors/app-error';
-import { buildTeamWhereQuery } from '../../utils/teams';
-import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
-
-export interface DeleteTemplateRecipientOptions {
-  userId: number;
-  teamId: number;
-  recipientId: number;
-}
-
-export const deleteTemplateRecipient = async ({
-  userId,
-  teamId,
-  recipientId,
-}: DeleteTemplateRecipientOptions): Promise<void> => {
-  const recipientToDelete = await prisma.recipient.findFirst({
-    where: {
-      id: recipientId,
-      envelope: {
-        type: EnvelopeType.TEMPLATE,
-        team: buildTeamWhereQuery({ teamId, userId }),
-      },
-    },
-  });
-
-  if (!recipientToDelete) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Recipient not found',
-    });
-  }
-
-  const { envelopeWhereInput } = await getEnvelopeWhereInput({
-    id: {
-      type: 'envelopeId',
-      id: recipientToDelete.envelopeId,
-    },
-    type: EnvelopeType.TEMPLATE,
-    userId,
-    teamId,
-  });
-
-  if (!recipientToDelete || recipientToDelete.id !== recipientId) {
-    throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Recipient not found',
-    });
-  }
-
-  await prisma.recipient.delete({
-    where: {
-      id: recipientId,
-      envelope: envelopeWhereInput,
-    },
-  });
-};

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

@@ -1,5 +1,4 @@
-import { EnvelopeType, RecipientRole } from '@prisma/client';
-import { SendStatus, SigningStatus } from '@prisma/client';
+import { EnvelopeType, RecipientRole, SendStatus, SigningStatus } from '@prisma/client';
 
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import type { TRecipientAccessAuthTypes } from '@documenso/lib/types/document-auth';
@@ -16,29 +15,38 @@ import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
 import { prisma } from '@documenso/prisma';
 
 import { AppError, AppErrorCode } from '../../errors/app-error';
-import { type EnvelopeIdOptions, mapSecondaryIdToDocumentId } from '../../utils/envelope';
+import { extractLegacyIds } from '../../universal/id';
+import { type EnvelopeIdOptions } from '../../utils/envelope';
 import { mapFieldToLegacyField } from '../../utils/fields';
 import { canRecipientBeModified } from '../../utils/recipients';
 import { getEnvelopeWhereInput } from '../envelope/get-envelope-by-id';
 
-export interface UpdateDocumentRecipientsOptions {
+export interface UpdateEnvelopeRecipientsOptions {
   userId: number;
   teamId: number;
   id: EnvelopeIdOptions;
-  recipients: RecipientData[];
+  recipients: {
+    id: number;
+    email?: string;
+    name?: string;
+    role?: RecipientRole;
+    signingOrder?: number | null;
+    accessAuth?: TRecipientAccessAuthTypes[];
+    actionAuth?: TRecipientActionAuthTypes[];
+  }[];
   requestMetadata: ApiRequestMetadata;
 }
 
-export const updateDocumentRecipients = async ({
+export const updateEnvelopeRecipients = async ({
   userId,
   teamId,
   id,
   recipients,
   requestMetadata,
-}: UpdateDocumentRecipientsOptions) => {
+}: UpdateEnvelopeRecipientsOptions) => {
   const { envelopeWhereInput } = await getEnvelopeWhereInput({
     id,
-    type: EnvelopeType.DOCUMENT,
+    type: null,
     userId,
     teamId,
   });
@@ -62,13 +70,13 @@ export const updateDocumentRecipients = async ({
 
   if (!envelope) {
     throw new AppError(AppErrorCode.NOT_FOUND, {
-      message: 'Document not found',
+      message: 'Envelope not found',
     });
   }
 
   if (envelope.completedAt) {
     throw new AppError(AppErrorCode.INVALID_REQUEST, {
-      message: 'Document already complete',
+      message: 'Envelope already complete',
     });
   }
 
@@ -160,24 +168,26 @@ export const updateDocumentRecipients = async ({
           });
         }
 
-        const changes = diffRecipientChanges(originalRecipient, updatedRecipient);
-
         // Handle recipient updated audit log.
-        if (changes.length > 0) {
-          await tx.documentAuditLog.create({
-            data: createDocumentAuditLogData({
-              type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
-              envelopeId: envelope.id,
-              metadata: requestMetadata,
-              data: {
-                recipientEmail: updatedRecipient.email,
-                recipientName: updatedRecipient.name,
-                recipientId: updatedRecipient.id,
-                recipientRole: updatedRecipient.role,
-                changes,
-              },
-            }),
-          });
+        if (envelope.type === EnvelopeType.DOCUMENT) {
+          const changes = diffRecipientChanges(originalRecipient, updatedRecipient);
+
+          if (changes.length > 0) {
+            await tx.documentAuditLog.create({
+              data: createDocumentAuditLogData({
+                type: DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_UPDATED,
+                envelopeId: envelope.id,
+                metadata: requestMetadata,
+                data: {
+                  recipientEmail: updatedRecipient.email,
+                  recipientName: updatedRecipient.name,
+                  recipientId: updatedRecipient.id,
+                  recipientRole: updatedRecipient.role,
+                  changes,
+                },
+              }),
+            });
+          }
         }
 
         return updatedRecipient;
@@ -188,19 +198,8 @@ export const updateDocumentRecipients = async ({
   return {
     recipients: updatedRecipients.map((recipient) => ({
       ...recipient,
-      documentId: mapSecondaryIdToDocumentId(envelope.secondaryId),
-      templateId: null,
+      ...extractLegacyIds(envelope),
       fields: recipient.fields.map((field) => mapFieldToLegacyField(field, envelope)),
     })),
   };
 };
-
-type RecipientData = {
-  id: number;
-  email?: string;
-  name?: string;
-  role?: RecipientRole;
-  signingOrder?: number | null;
-  accessAuth?: TRecipientAccessAuthTypes[];
-  actionAuth?: TRecipientActionAuthTypes[];
-};