fix: duplicate document

When sending a document for signing, emails for recipients are sent
before the document status is updated.
In this case, the job "send.signing.requested.email" fails because it
cannot find the document with a PENDING status.

.env.example

@@ -136,3 +136,5 @@ E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 # OPTIONAL: The file to save the logger output to. Will disable stdout if provided.
 NEXT_PRIVATE_LOGGER_FILE_PATH=
 
+# [[PLAIN SUPPORT]]
+NEXT_PRIVATE_PLAIN_API_KEY=

.github/workflows/translations-upload.yml

@@ -20,8 +20,6 @@ jobs:
     steps:
       - name: Checkout
         uses: actions/checkout@v4
-        with:
-          token: ${{ secrets.GH_PAT }}
 
       - uses: ./.github/actions/node-install
 

AGENTS.md

@@ -0,0 +1,57 @@
+# Agent Guidelines for Documenso
+
+## Build/Test/Lint Commands
+
+- `npm run build` - Build all packages
+- `npm run lint` - Lint all packages
+- `npm run lint:fix` - Auto-fix linting issues
+- `npm run test:e2e` - Run E2E tests with Playwright
+- `npm run test:dev -w @documenso/app-tests` - Run single E2E test in dev mode
+- `npm run test-ui:dev -w @documenso/app-tests` - Run E2E tests with UI
+- `npm run format` - Format code with Prettier
+- `npm run dev` - Start development server for Remix app
+
+## Code Style Guidelines
+
+- Use TypeScript for all code; prefer `type` over `interface`
+- Use functional components with `const Component = () => {}`
+- Never use classes; prefer functional/declarative patterns
+- Use descriptive variable names with auxiliary verbs (isLoading, hasError)
+- Directory names: lowercase with dashes (auth-wizard)
+- Use named exports for components
+- Never use 'use client' directive
+- Never use 1-line if statements
+- Structure files: exported component, subcomponents, helpers, static content, types
+
+## Error Handling & Validation
+
+- Use custom AppError class when throwing errors
+- When catching errors on the frontend use `const error = AppError.parse(error)` to get the error code
+- Use early returns and guard clauses
+- Use Zod for form validation and react-hook-form for forms
+- Use error boundaries for unexpected errors
+
+## UI & Styling
+
+- Use Shadcn UI, Radix, and Tailwind CSS with mobile-first approach
+- Use `<Form>` `<FormItem>` elements with fieldset having `:disabled` attribute when loading
+- Use Lucide icons with longhand names (HomeIcon vs Home)
+
+## TRPC Routes
+
+- Each route in own file: `routers/teams/create-team.ts`
+- Associated types file: `routers/teams/create-team.types.ts`
+- Request/response schemas: `Z[RouteName]RequestSchema`, `Z[RouteName]ResponseSchema`
+- Only use GET and POST methods in OpenAPI meta
+- Deconstruct input argument on its own line
+- Prefer route names such as get/getMany/find/create/update/delete
+- "create" routes request schema should have the ID and data in the top level
+- "update" routes request schema should have the ID in the top level and the data in a nested "data" object
+
+## Translations & Remix
+
+- Use `<Trans>string</Trans>` for JSX translations from `@lingui/react/macro`
+- Use `t\`string\`` macro for TypeScript translations
+- Use `(params: Route.Params)` and `(loaderData: Route.LoaderData)` for routes
+- Directly return data from loaders, don't use `json()`
+- Use `superLoaderJson` when sending complex data through loaders such as dates or prisma decimals

README.md

@@ -214,8 +214,6 @@ For detailed instructions on how to configure and run the Docker container, plea
 
 We support a variety of deployment methods, and are actively working on adding more. Stay tuned for updates!
 
-> Please note that the below deployment methods are for v0.9, we will update these to v1.0 once it has been released.
-
 ### Fetch, configure, and build
 
 First, clone the code from Github:
@@ -258,7 +256,7 @@ npm run start
 
 This will start the server on `localhost:3000`. For now, any reverse proxy can then do the frontend and SSL termination.
 
-> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/web` folder.
+> If you want to run with another port than 3000, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
 
 ### Run as a service
 
@@ -308,7 +306,7 @@ The Web UI can be found at http://localhost:9000, while the SMTP port will be on
 
 ### Support IPv6
 
-If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Next.js start command
+If you are deploying to a cluster that uses only IPv6, You can use a custom command to pass a parameter to the Remix start command
 
 For local docker run
 

SIGNING.md

@@ -18,7 +18,7 @@ For the digital signature of your documents you need a signing certificate in .p
 
 4. You will be prompted to enter a password for the p12 file. Choose a strong password and remember it, as you will need it to use the certificate (**can be empty for dev certificates**)
 
-5. Place the certificate `/apps/web/resources/certificate.p12` (If the path does not exist, it needs to be created)
+5. Place the certificate `/apps/remix/resources/certificate.p12` (If the path does not exist, it needs to be created)
 
 ## Docker
 

apps/documentation/pages/developers/contributing/contributing-translations.mdx

@@ -25,7 +25,7 @@ The translation files are organized into folders represented by their respective
 Each PO file contains translations which look like this:
 
 ```po
-#: apps/web/src/app/(signing)/sign/[token]/no-longer-available.tsx:61
+#: apps/remix/app/(signing)/sign/[token]/no-longer-available.tsx:61
 msgid "Want to send slick signing links like this one? <0>Check out Documenso.</0>"
 msgstr "Möchten Sie auffällige Signatur-Links wie diesen senden? <0>Überprüfen Sie Documenso.</0>"
 ```

apps/documentation/pages/developers/self-hosting/how-to.mdx

@@ -54,7 +54,7 @@ Install the project dependencies as follows:
 
 ```bash
 npm i
-npm run build:web
+npm run build
 npm run prisma:migrate-deploy
 ```
 
@@ -69,7 +69,7 @@ npm run start
 This will start the server on `localhost:3000`. Any reverse proxy can handle the front end and SSL termination.
 
 <Callout type="info">
- If you want to run with another port than `3000`, you can start the application with `next -p <ANY PORT>` from the `apps/web` folder.
+ If you want to run with another port than `3000`, you can start the application with `next -p <ANY PORT>` from the `apps/remix` folder.
 </Callout>
 
 </Steps>
@@ -249,7 +249,7 @@ After=network.target
 Environment=PATH=/path/to/your/node/binaries
 Type=simple
 User=www-data
-WorkingDirectory=/var/www/documenso/apps/web
+WorkingDirectory=/var/www/documenso/apps/remix
 ExecStart=/usr/bin/next start -p 3500
 TimeoutSec=15
 Restart=always

apps/documentation/pages/users/email-domains.mdx

@@ -5,15 +5,14 @@ import { Callout, Steps } from 'nextra/components';
 Email Domains allow you to send emails to recipients from your own domain instead of the default Documenso email address.
 
 <Callout type="info">
-  **Platform and Enterprise Only**: Email Domains is only available to Platform and Enterprise
-  customers.
+  **Enterprise Only**: Email Domains is only available to Enterprise customers and custom plans
 </Callout>
 
 ## Creating Email Domains
 
 Before setting up email domains, ensure you have:
 
-- A Platform or Enterprise subscription
+- An Enterprise subscription
 - Access to your domain's DNS settings
 - Access to your Documenso organisation as an admin or manager
 

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

@@ -34,7 +34,7 @@ export const AdminDocumentDeleteDialog = ({ document }: AdminDocumentDeleteDialo
   const [reason, setReason] = useState('');
 
   const { mutateAsync: deleteDocument, isPending: isDeletingDocument } =
-    trpc.admin.deleteDocument.useMutation();
+    trpc.admin.document.delete.useMutation();
 
   const handleDeleteDocument = async () => {
     try {

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

@@ -3,12 +3,12 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { useNavigate } from 'react-router';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -25,7 +25,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminUserDeleteDialogProps = {
   className?: string;
-  user: User;
+  user: TGetUserResponse;
 };
 
 export const AdminUserDeleteDialog = ({ className, user }: AdminUserDeleteDialogProps) => {
@@ -35,7 +35,7 @@ export const AdminUserDeleteDialog = ({ className, user }: AdminUserDeleteDialog
   const [email, setEmail] = useState('');
 
   const { mutateAsync: deleteUser, isPending: isDeletingUser } =
-    trpc.admin.deleteUser.useMutation();
+    trpc.admin.user.delete.useMutation();
 
   const onDeleteAccount = async () => {
     try {

apps/remix/app/components/dialogs/admin-user-disable-dialog.tsx

@@ -3,11 +3,11 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -24,7 +24,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminUserDisableDialogProps = {
   className?: string;
-  userToDisable: User;
+  userToDisable: TGetUserResponse;
 };
 
 export const AdminUserDisableDialog = ({
@@ -37,7 +37,7 @@ export const AdminUserDisableDialog = ({
   const [email, setEmail] = useState('');
 
   const { mutateAsync: disableUser, isPending: isDisablingUser } =
-    trpc.admin.disableUser.useMutation();
+    trpc.admin.user.disable.useMutation();
 
   const onDisableAccount = async () => {
     try {

apps/remix/app/components/dialogs/admin-user-enable-dialog.tsx

@@ -3,11 +3,11 @@ import { useState } from 'react';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { match } from 'ts-pattern';
 
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -24,7 +24,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type AdminUserEnableDialogProps = {
   className?: string;
-  userToEnable: User;
+  userToEnable: TGetUserResponse;
 };
 
 export const AdminUserEnableDialog = ({ className, userToEnable }: AdminUserEnableDialogProps) => {
@@ -34,7 +34,7 @@ export const AdminUserEnableDialog = ({ className, userToEnable }: AdminUserEnab
   const [email, setEmail] = useState('');
 
   const { mutateAsync: enableUser, isPending: isEnablingUser } =
-    trpc.admin.enableUser.useMutation();
+    trpc.admin.user.enable.useMutation();
 
   const onEnableAccount = async () => {
     try {

apps/remix/app/components/dialogs/admin-user-reset-two-factor-dialog.tsx

@@ -0,0 +1,159 @@
+import { useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { useRevalidator } from 'react-router';
+import { match } from 'ts-pattern';
+
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { trpc } from '@documenso/trpc/react';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type AdminUserResetTwoFactorDialogProps = {
+  className?: string;
+  user: TGetUserResponse;
+};
+
+export const AdminUserResetTwoFactorDialog = ({
+  className,
+  user,
+}: AdminUserResetTwoFactorDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { revalidate } = useRevalidator();
+  const [email, setEmail] = useState('');
+  const [open, setOpen] = useState(false);
+
+  const { mutateAsync: resetTwoFactor, isPending: isResettingTwoFactor } =
+    trpc.admin.user.resetTwoFactor.useMutation();
+
+  const onResetTwoFactor = async () => {
+    try {
+      await resetTwoFactor({
+        userId: user.id,
+      });
+
+      toast({
+        title: _(msg`2FA Reset`),
+        description: _(msg`The user's two factor authentication has been reset successfully.`),
+        duration: 5000,
+      });
+
+      await revalidate();
+      setOpen(false);
+    } catch (err) {
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(AppErrorCode.NOT_FOUND, () => msg`User not found.`)
+        .with(
+          AppErrorCode.UNAUTHORIZED,
+          () => msg`You are not authorized to reset two factor authentcation for this user.`,
+        )
+        .otherwise(
+          () => msg`An error occurred while resetting two factor authentication for the user.`,
+        );
+
+      toast({
+        title: _(msg`Error`),
+        description: _(errorMessage),
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  const handleOpenChange = (newOpen: boolean) => {
+    setOpen(newOpen);
+
+    if (!newOpen) {
+      setEmail('');
+    }
+  };
+
+  return (
+    <div className={className}>
+      <Alert
+        className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row"
+        variant="neutral"
+      >
+        <div>
+          <AlertTitle>Reset Two Factor Authentication</AlertTitle>
+          <AlertDescription className="mr-2">
+            <Trans>
+              Reset the users two factor authentication. This action is irreversible and will
+              disable two factor authentication for the user.
+            </Trans>
+          </AlertDescription>
+        </div>
+
+        <div className="flex-shrink-0">
+          <Dialog open={open} onOpenChange={handleOpenChange}>
+            <DialogTrigger asChild>
+              <Button variant="destructive">
+                <Trans>Reset 2FA</Trans>
+              </Button>
+            </DialogTrigger>
+
+            <DialogContent>
+              <DialogHeader className="space-y-4">
+                <DialogTitle>
+                  <Trans>Reset Two Factor Authentication</Trans>
+                </DialogTitle>
+              </DialogHeader>
+
+              <Alert variant="destructive">
+                <AlertDescription className="selection:bg-red-100">
+                  <Trans>
+                    This action is irreversible. Please ensure you have informed the user before
+                    proceeding.
+                  </Trans>
+                </AlertDescription>
+              </Alert>
+
+              <div>
+                <DialogDescription>
+                  <Trans>
+                    To confirm, please enter the accounts email address <br />({user.email}).
+                  </Trans>
+                </DialogDescription>
+
+                <Input
+                  className="mt-2"
+                  type="email"
+                  value={email}
+                  onChange={(e) => setEmail(e.target.value)}
+                />
+              </div>
+
+              <DialogFooter>
+                <Button
+                  variant="destructive"
+                  disabled={email !== user.email}
+                  onClick={onResetTwoFactor}
+                  loading={isResettingTwoFactor}
+                >
+                  <Trans>Reset 2FA</Trans>
+                </Button>
+              </DialogFooter>
+            </DialogContent>
+          </Dialog>
+        </div>
+      </Alert>
+    </div>
+  );
+};

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

@@ -49,7 +49,7 @@ export const DocumentDeleteDialog = ({
   const [inputValue, setInputValue] = useState('');
   const [isDeleteEnabled, setIsDeleteEnabled] = useState(status === DocumentStatus.DRAFT);
 
-  const { mutateAsync: deleteDocument, isPending } = trpcReact.document.deleteDocument.useMutation({
+  const { mutateAsync: deleteDocument, isPending } = trpcReact.document.delete.useMutation({
     onSuccess: async () => {
       void refreshLimits();
 

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

@@ -36,11 +36,12 @@ export const DocumentDuplicateDialog = ({
 
   const team = useCurrentTeam();
 
-  const { data: document, isLoading } = trpcReact.document.getDocumentById.useQuery(
+  const { data: document, isLoading } = trpcReact.document.get.useQuery(
     {
       documentId: id,
     },
     {
+      queryHash: `document-duplicate-dialog-${id}`,
       enabled: open === true,
     },
   );
@@ -55,7 +56,7 @@ export const DocumentDuplicateDialog = ({
   const documentsPath = formatDocumentsPath(team.url);
 
   const { mutateAsync: duplicateDocument, isPending: isDuplicateLoading } =
-    trpcReact.document.duplicateDocument.useMutation({
+    trpcReact.document.duplicate.useMutation({
       onSuccess: async ({ documentId }) => {
         toast({
           title: _(msg`Document Duplicated`),

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

@@ -71,7 +71,7 @@ export const DocumentResendDialog = ({ document, recipients }: DocumentResendDia
     document.status !== 'PENDING' ||
     !recipients.some((r) => r.signingStatus === SigningStatus.NOT_SIGNED);
 
-  const { mutateAsync: resendDocument } = trpcReact.document.resendDocument.useMutation();
+  const { mutateAsync: resendDocument } = trpcReact.document.redistribute.useMutation();
 
   const form = useForm<TResendDocumentFormSchema>({
     resolver: zodResolver(ZResendDocumentFormSchema),

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

@@ -65,9 +65,9 @@ export const PasskeyCreateDialog = ({ trigger, onSuccess, ...props }: PasskeyCre
   });
 
   const { mutateAsync: createPasskeyRegistrationOptions, isPending } =
-    trpc.auth.createPasskeyRegistrationOptions.useMutation();
+    trpc.auth.passkey.createRegistrationOptions.useMutation();
 
-  const { mutateAsync: createPasskey } = trpc.auth.createPasskey.useMutation();
+  const { mutateAsync: createPasskey } = trpc.auth.passkey.create.useMutation();
 
   const onFormSubmit = async ({ passkeyName }: TCreatePasskeyFormSchema) => {
     setFormError(null);

apps/remix/app/components/dialogs/team-member-create-dialog.tsx

@@ -4,7 +4,9 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { Trans, useLingui } from '@lingui/react/macro';
 import { TeamMemberRole } from '@prisma/client';
 import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { InfoIcon } from 'lucide-react';
 import { useForm } from 'react-hook-form';
+import { Link } from 'react-router';
 import { match } from 'ts-pattern';
 import { z } from 'zod';
 
@@ -39,6 +41,7 @@ import {
   SelectTrigger,
   SelectValue,
 } from '@documenso/ui/primitives/select';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { useCurrentTeam } from '~/providers/team';
@@ -140,8 +143,28 @@ export const TeamMemberCreateDialog = ({ trigger, ...props }: TeamMemberCreateDi
         {match(step)
           .with('SELECT', () => (
             <DialogHeader>
-              <DialogTitle>
+              <DialogTitle className="flex flex-row items-center">
                 <Trans>Add members</Trans>
+                <Tooltip>
+                  <TooltipTrigger asChild>
+                    <InfoIcon className="mx-2 h-4 w-4" />
+                  </TooltipTrigger>
+                  <TooltipContent className="text-muted-foreground z-[99999] max-w-xs">
+                    <Trans>
+                      To be able to add members to a team, you must first add them to the
+                      organisation. For more information, please see the{' '}
+                      <Link
+                        to="https://docs.documenso.com/users/organisations/members"
+                        target="_blank"
+                        rel="noreferrer"
+                        className="text-documenso-700 hover:text-documenso-600 hover:underline"
+                      >
+                        documentation
+                      </Link>
+                      .
+                    </Trans>
+                  </TooltipContent>
+                </Tooltip>
               </DialogTitle>
 
               <DialogDescription>

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

@@ -15,6 +15,7 @@ import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import {
   TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX,
   TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX,
+  isTemplateRecipientEmailPlaceholder,
 } from '@documenso/lib/constants/template';
 import { AppError } from '@documenso/lib/errors/app-error';
 import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
@@ -279,7 +280,11 @@ export function TemplateUseDialog({
                           <FormControl>
                             <Input
                               {...field}
-                              placeholder={recipients[index].email || _(msg`Email`)}
+                              placeholder={
+                                isTemplateRecipientEmailPlaceholder(field.value)
+                                  ? ''
+                                  : _(msg`Email`)
+                              }
                             />
                           </FormControl>
                           <FormMessage />
@@ -484,6 +489,7 @@ export function TemplateUseDialog({
 
                                 <input
                                   type="file"
+                                  data-testid="template-use-dialog-file-input"
                                   className="absolute h-full w-full opacity-0"
                                   accept=".pdf,application/pdf"
                                   onChange={(e) => {

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

@@ -56,7 +56,7 @@ export default function TokenDeleteDialog({ token, onDelete, children }: TokenDe
 
   type TDeleteTokenByIdMutationSchema = z.infer<typeof ZTokenDeleteDialogSchema>;
 
-  const { mutateAsync: deleteTokenMutation } = trpc.apiToken.deleteTokenById.useMutation({
+  const { mutateAsync: deleteTokenMutation } = trpc.apiToken.delete.useMutation({
     onSuccess() {
       onDelete?.();
     },

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

@@ -172,6 +172,8 @@ export const ConfigureFieldsView = ({
     name: 'fields',
   });
 
+  const highestPageNumber = Math.max(...localFields.map((field) => field.pageNumber));
+
   const onFieldCopy = useCallback(
     (event?: KeyboardEvent | null, options?: { duplicate?: boolean; duplicateAll?: boolean }) => {
       const { duplicate = false, duplicateAll = false } = options ?? {};
@@ -540,7 +542,9 @@ export const ConfigureFieldsView = ({
                 <div>
                   <PDFViewer documentData={normalizedDocumentData} />
 
-                  <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+                  <ElementVisible
+                    target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}
+                  >
                     {localFields.map((field, index) => {
                       const recipientIndex = recipients.findIndex(
                         (r) => r.id === field.recipientId,

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

@@ -57,7 +57,7 @@ export const EmbedDirectTemplateClientPage = ({
   token,
   updatedAt,
   documentData,
-  recipient,
+  recipient: _recipient,
   fields,
   metadata,
   hidePoweredBy = false,
@@ -91,8 +91,12 @@ export const EmbedDirectTemplateClientPage = ({
     localFields.filter((field) => field.inserted),
   ];
 
+  const highestPendingPageNumber = Math.max(...pendingFields.map((field) => field.page));
+
   const hasSignatureField = localFields.some((field) => field.type === FieldType.SIGNATURE);
 
+  const signatureValid = !hasSignatureField || (signature && signature.trim() !== '');
+
   const { mutateAsync: createDocumentFromDirectTemplate, isPending: isSubmitting } =
     trpc.template.createDocumentFromDirectTemplate.useMutation();
 
@@ -343,19 +347,34 @@ export const EmbedDirectTemplateClientPage = ({
                   <Trans>Sign document</Trans>
                 </h3>
 
-                <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
-                  {isExpanded ? (
-                    <LucideChevronDown
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(false)}
-                    />
-                  ) : (
-                    <LucideChevronUp
-                      className="text-muted-foreground h-5 w-5"
-                      onClick={() => setIsExpanded(true)}
-                    />
-                  )}
-                </Button>
+                {isExpanded ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(false)}
+                  >
+                    <LucideChevronDown className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : pendingFields.length > 0 ? (
+                  <Button
+                    variant="outline"
+                    className="h-8 w-8 p-0 md:hidden"
+                    onClick={() => setIsExpanded(true)}
+                  >
+                    <LucideChevronUp className="text-muted-foreground h-5 w-5" />
+                  </Button>
+                ) : (
+                  <Button
+                    variant="default"
+                    size="sm"
+                    className="md:hidden"
+                    disabled={isThrottled || (hasSignatureField && !signatureValid)}
+                    loading={isSubmitting}
+                    onClick={() => throttledOnCompleteClick()}
+                  >
+                    <Trans>Complete</Trans>
+                  </Button>
+                )}
               </div>
             </div>
 
@@ -442,7 +461,9 @@ export const EmbedDirectTemplateClientPage = ({
           </div>
         </div>
 
-        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+        <ElementVisible
+          target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPendingPageNumber}"]`}
+        >
           {showPendingFieldTooltip && pendingFields.length > 0 && (
             <FieldToolTip key={pendingFields[0].id} field={pendingFields[0]} color="warning">
               <Trans>Click to insert field</Trans>

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

@@ -50,8 +50,10 @@ export const EmbedDocumentFields = ({
   onSignField,
   onUnsignField,
 }: EmbedDocumentFieldsProps) => {
+  const highestPageNumber = Math.max(...fields.map((field) => field.page));
+
   return (
-    <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+    <ElementVisible target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}>
       {fields.map((field) =>
         match(field.type)
           .with(FieldType.SIGNATURE, () => (

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

@@ -89,7 +89,7 @@ export const EmbedSignDocumentClientPage = ({
   const [isExpanded, setIsExpanded] = useState(false);
   const [isNameLocked, setIsNameLocked] = useState(false);
   const [showPendingFieldTooltip, setShowPendingFieldTooltip] = useState(false);
-  const [showOtherRecipientsCompletedFields, setShowOtherRecipientsCompletedFields] =
+  const [_showOtherRecipientsCompletedFields, setShowOtherRecipientsCompletedFields] =
     useState(false);
 
   const [allowDocumentRejection, setAllowDocumentRejection] = useState(false);
@@ -106,6 +106,8 @@ export const EmbedSignDocumentClientPage = ({
     fields.filter((field) => field.inserted),
   ];
 
+  const highestPendingPageNumber = Math.max(...pendingFields.map((field) => field.page));
+
   const { mutateAsync: completeDocumentWithToken, isPending: isSubmitting } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
@@ -116,6 +118,8 @@ export const EmbedSignDocumentClientPage = ({
 
   const hasSignatureField = fields.some((field) => field.type === FieldType.SIGNATURE);
 
+  const signatureValid = !hasSignatureField || (signature && signature.trim() !== '');
+
   const assistantSignersId = useId();
 
   const onNextFieldClick = () => {
@@ -305,19 +309,36 @@ export const EmbedSignDocumentClientPage = ({
                     )}
                   </h3>
 
-                  <Button variant="outline" className="h-8 w-8 p-0 md:hidden">
-                    {isExpanded ? (
-                      <LucideChevronDown
-                        className="text-muted-foreground h-5 w-5"
-                        onClick={() => setIsExpanded(false)}
-                      />
-                    ) : (
-                      <LucideChevronUp
-                        className="text-muted-foreground h-5 w-5"
-                        onClick={() => setIsExpanded(true)}
-                      />
-                    )}
-                  </Button>
+                  {isExpanded ? (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(false)}
+                    >
+                      <LucideChevronDown className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : pendingFields.length > 0 ? (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(true)}
+                    >
+                      <LucideChevronUp className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ) : (
+                    <Button
+                      variant="default"
+                      size="sm"
+                      className="md:hidden"
+                      disabled={
+                        isThrottled || (!isAssistantMode && hasSignatureField && !signatureValid)
+                      }
+                      loading={isSubmitting}
+                      onClick={() => throttledOnCompleteClick()}
+                    >
+                      <Trans>Complete</Trans>
+                    </Button>
+                  )}
                 </div>
               </div>
 
@@ -465,7 +486,9 @@ export const EmbedSignDocumentClientPage = ({
             </div>
           </div>
 
-          <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+          <ElementVisible
+            target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPendingPageNumber}"]`}
+          >
             {showPendingFieldTooltip && pendingFields.length > 0 && (
               <FieldToolTip key={pendingFields[0].id} field={pendingFields[0]} color="warning">
                 <Trans>Click to insert field</Trans>

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

@@ -92,6 +92,8 @@ export const MultiSignDocumentSigningView = ({
       [],
   ];
 
+  const highestPendingPageNumber = Math.max(...pendingFields.map((field) => field.page));
+
   const uninsertedFields = document?.fields.filter((field) => !field.inserted) ?? [];
 
   const onSignField = async (payload: TSignFieldWithTokenMutationSchema) => {
@@ -357,7 +359,9 @@ export const MultiSignDocumentSigningView = ({
               </div>
 
               {hasDocumentLoaded && (
-                <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+                <ElementVisible
+                  target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPendingPageNumber}"]`}
+                >
                   {showPendingFieldTooltip && pendingFields.length > 0 && (
                     <FieldToolTip
                       key={pendingFields[0].id}

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

@@ -55,6 +55,7 @@ export type TDocumentPreferencesFormSchema = {
   documentDateFormat: TDocumentMetaDateFormat | null;
   includeSenderDetails: boolean | null;
   includeSigningCertificate: boolean | null;
+  includeAuditLog: boolean | null;
   signatureTypes: DocumentSignatureType[];
 };
 
@@ -66,6 +67,7 @@ type SettingsSubset = Pick<
   | 'documentDateFormat'
   | 'includeSenderDetails'
   | 'includeSigningCertificate'
+  | 'includeAuditLog'
   | 'typedSignatureEnabled'
   | 'uploadSignatureEnabled'
   | 'drawSignatureEnabled'
@@ -96,6 +98,7 @@ export const DocumentPreferencesForm = ({
     documentDateFormat: ZDocumentMetaTimezoneSchema.nullable(),
     includeSenderDetails: z.boolean().nullable(),
     includeSigningCertificate: z.boolean().nullable(),
+    includeAuditLog: z.boolean().nullable(),
     signatureTypes: z.array(z.nativeEnum(DocumentSignatureType)).min(canInherit ? 0 : 1, {
       message: msg`At least one signature type must be enabled`.id,
     }),
@@ -112,6 +115,7 @@ export const DocumentPreferencesForm = ({
       documentDateFormat: settings.documentDateFormat as TDocumentMetaDateFormat | null,
       includeSenderDetails: settings.includeSenderDetails,
       includeSigningCertificate: settings.includeSigningCertificate,
+      includeAuditLog: settings.includeAuditLog,
       signatureTypes: extractTeamSignatureSettings({ ...settings }),
     },
     resolver: zodResolver(ZDocumentPreferencesFormSchema),
@@ -452,6 +456,56 @@ export const DocumentPreferencesForm = ({
             )}
           />
 
+          <FormField
+            control={form.control}
+            name="includeAuditLog"
+            render={({ field }) => (
+              <FormItem className="flex-1">
+                <FormLabel>
+                  <Trans>Include the Audit Logs in the Document</Trans>
+                </FormLabel>
+
+                <FormControl>
+                  <Select
+                    {...field}
+                    value={field.value === null ? '-1' : field.value.toString()}
+                    onValueChange={(value) =>
+                      field.onChange(value === 'true' ? true : value === 'false' ? false : null)
+                    }
+                  >
+                    <SelectTrigger className="bg-background text-muted-foreground">
+                      <SelectValue />
+                    </SelectTrigger>
+
+                    <SelectContent>
+                      <SelectItem value="true">
+                        <Trans>Yes</Trans>
+                      </SelectItem>
+
+                      <SelectItem value="false">
+                        <Trans>No</Trans>
+                      </SelectItem>
+
+                      {canInherit && (
+                        <SelectItem value={'-1'}>
+                          <Trans>Inherit from organisation</Trans>
+                        </SelectItem>
+                      )}
+                    </SelectContent>
+                  </Select>
+                </FormControl>
+
+                <FormDescription>
+                  <Trans>
+                    Controls whether the audit logs will be included in the document when it is
+                    downloaded. The audit logs can still be downloaded from the logs page
+                    separately.
+                  </Trans>
+                </FormDescription>
+              </FormItem>
+            )}
+          />
+
           <div className="flex flex-row justify-end space-x-4">
             <Button type="submit" loading={form.formState.isSubmitting}>
               <Trans>Update</Trans>

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

@@ -114,7 +114,7 @@ export const SignInForm = ({
   }, [returnTo]);
 
   const { mutateAsync: createPasskeySigninOptions } =
-    trpc.auth.createPasskeySigninOptions.useMutation();
+    trpc.auth.passkey.createSigninOptions.useMutation();
 
   const form = useForm<TSignInFormSchema>({
     values: {

apps/remix/app/components/forms/support-ticket-form.tsx

@@ -0,0 +1,138 @@
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, useLingui } from '@lingui/react/macro';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZSupportTicketSchema = z.object({
+  subject: z.string().min(3, 'Subject is required'),
+  message: z.string().min(10, 'Message must be at least 10 characters'),
+});
+
+type TSupportTicket = z.infer<typeof ZSupportTicketSchema>;
+
+export type SupportTicketFormProps = {
+  organisationId: string;
+  teamId?: string | null;
+  onSuccess?: () => void;
+  onClose?: () => void;
+};
+
+export const SupportTicketForm = ({
+  organisationId,
+  teamId,
+  onSuccess,
+  onClose,
+}: SupportTicketFormProps) => {
+  const { t } = useLingui();
+  const { toast } = useToast();
+
+  const { mutateAsync: submitSupportTicket, isPending } =
+    trpc.profile.submitSupportTicket.useMutation();
+
+  const form = useForm<TSupportTicket>({
+    resolver: zodResolver(ZSupportTicketSchema),
+    defaultValues: {
+      subject: '',
+      message: '',
+    },
+  });
+
+  const isLoading = form.formState.isLoading || isPending;
+
+  const onSubmit = async (data: TSupportTicket) => {
+    const { subject, message } = data;
+
+    try {
+      await submitSupportTicket({
+        subject,
+        message,
+        organisationId,
+        teamId,
+      });
+
+      toast({
+        title: t`Support ticket created`,
+        description: t`Your support request has been submitted. We'll get back to you soon!`,
+      });
+
+      if (onSuccess) {
+        onSuccess();
+      }
+
+      form.reset();
+    } catch (err) {
+      toast({
+        title: t`Failed to create support ticket`,
+        description: t`An error occurred. Please try again later.`,
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <>
+      <Form {...form}>
+        <form onSubmit={form.handleSubmit(onSubmit)}>
+          <fieldset disabled={isLoading} className="flex flex-col gap-4">
+            <FormField
+              control={form.control}
+              name="subject"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Subject</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Input {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="message"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>
+                    <Trans>Message</Trans>
+                  </FormLabel>
+                  <FormControl>
+                    <Textarea rows={5} {...field} />
+                  </FormControl>
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            <div className="mt-2 flex flex-row gap-2">
+              <Button type="submit" size="sm" loading={isLoading}>
+                <Trans>Submit</Trans>
+              </Button>
+              {onClose && (
+                <Button variant="outline" size="sm" type="button" onClick={onClose}>
+                  <Trans>Close</Trans>
+                </Button>
+              )}
+            </div>
+          </fieldset>
+        </form>
+      </Form>
+    </>
+  );
+};

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

@@ -13,7 +13,7 @@ import type { z } from 'zod';
 import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to-clipboard';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { trpc } from '@documenso/trpc/react';
-import { ZCreateTokenMutationSchema } from '@documenso/trpc/server/api-token-router/schema';
+import { ZCreateApiTokenRequestSchema } from '@documenso/trpc/server/api-token-router/create-api-token.types';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
@@ -47,7 +47,7 @@ export const EXPIRATION_DATES = {
   ONE_YEAR: msg`12 months`,
 } as const;
 
-const ZCreateTokenFormSchema = ZCreateTokenMutationSchema.pick({
+const ZCreateTokenFormSchema = ZCreateApiTokenRequestSchema.pick({
   tokenName: true,
   expirationDate: true,
 });
@@ -75,7 +75,7 @@ export const ApiTokenForm = ({ className, tokens }: ApiTokenFormProps) => {
   const [newlyCreatedToken, setNewlyCreatedToken] = useState<NewlyCreatedToken | null>();
   const [noExpirationDate, setNoExpirationDate] = useState(false);
 
-  const { mutateAsync: createTokenMutation } = trpc.apiToken.createToken.useMutation({
+  const { mutateAsync: createTokenMutation } = trpc.apiToken.create.useMutation({
     onSuccess(data) {
       setNewlyCreatedToken(data);
     },

apps/remix/app/components/general/admin-monthly-active-user-charts.tsx

@@ -1,5 +1,3 @@
-'use client';
-
 import { DateTime } from 'luxon';
 import type { TooltipProps } from 'recharts';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';

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

@@ -64,7 +64,7 @@ export function AppCommandMenu({ open, onOpenChange }: AppCommandMenuProps) {
   const [pages, setPages] = useState<string[]>([]);
 
   const { data: searchDocumentsData, isPending: isSearchingDocuments } =
-    trpcReact.document.searchDocuments.useQuery(
+    trpcReact.document.search.useQuery(
       {
         query: search,
       },

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

@@ -79,6 +79,8 @@ export const DirectTemplateSigningForm = ({
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
   const [isSubmitting, setIsSubmitting] = useState(false);
 
+  const highestPageNumber = Math.max(...localFields.map((field) => field.page));
+
   const fieldsRequiringValidation = useMemo(() => {
     return localFields.filter((field) => isFieldUnsignedAndRequired(field));
   }, [localFields]);
@@ -221,7 +223,9 @@ export const DirectTemplateSigningForm = ({
       <DocumentFlowFormContainerHeader title={flowStep.title} description={flowStep.description} />
 
       <DocumentFlowFormContainerContent>
-        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+        <ElementVisible
+          target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}
+        >
           {validateUninsertedFields && uninsertedFields[0] && (
             <FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
               <Trans>Click to insert field</Trans>

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

@@ -77,7 +77,7 @@ export const DocumentSigningAuthPasskey = ({
   });
 
   const { mutateAsync: createPasskeyAuthenticationOptions } =
-    trpc.auth.createPasskeyAuthenticationOptions.useMutation();
+    trpc.auth.passkey.createAuthenticationOptions.useMutation();
 
   const [formErrorCode, setFormErrorCode] = useState<string | null>(null);
 

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

@@ -93,7 +93,7 @@ export const DocumentSigningAuthProvider = ({
     [documentAuthOptions, recipient],
   );
 
-  const passkeyQuery = trpc.auth.findPasskeys.useQuery(
+  const passkeyQuery = trpc.auth.passkey.find.useQuery(
     {
       perPage: MAXIMUM_PASSKEYS,
     },

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

@@ -7,16 +7,12 @@ import { type Field, FieldType, type Recipient, RecipientRole } from '@prisma/cl
 import { Controller, useForm } from 'react-hook-form';
 import { useNavigate } from 'react-router';
 
-import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { useOptionalSession } from '@documenso/lib/client-only/providers/session';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
 import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
-import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
+import { sortFieldsByPosition } from '@documenso/lib/utils/fields';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
-import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
-import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
@@ -35,29 +31,33 @@ export type DocumentSigningFormProps = {
   document: DocumentAndSender;
   recipient: Recipient;
   fields: Field[];
-  redirectUrl?: string | null;
   isRecipientsTurn: boolean;
   allRecipients?: RecipientWithFields[];
   setSelectedSignerId?: (id: number | null) => void;
+  completeDocument: (
+    authOptions?: TRecipientActionAuth,
+    nextSigner?: { email: string; name: string },
+  ) => Promise<void>;
+  isSubmitting: boolean;
+  fieldsValidated: () => void;
+  nextRecipient?: RecipientWithFields;
 };
 
 export const DocumentSigningForm = ({
   document,
   recipient,
   fields,
-  redirectUrl,
   isRecipientsTurn,
   allRecipients = [],
   setSelectedSignerId,
+  completeDocument,
+  isSubmitting,
+  fieldsValidated,
+  nextRecipient,
 }: DocumentSigningFormProps) => {
-  const { sessionData } = useOptionalSession();
-  const user = sessionData?.user;
-
   const { _ } = useLingui();
   const { toast } = useToast();
-
   const navigate = useNavigate();
-  const analytics = useAnalytics();
 
   const assistantSignersId = useId();
 
@@ -67,21 +67,12 @@ export const DocumentSigningForm = ({
   const [isConfirmationDialogOpen, setIsConfirmationDialogOpen] = useState(false);
   const [isAssistantSubmitting, setIsAssistantSubmitting] = useState(false);
 
-  const {
-    mutateAsync: completeDocumentWithToken,
-    isPending,
-    isSuccess,
-  } = trpc.recipient.completeDocumentWithToken.useMutation();
-
   const assistantForm = useForm<{ selectedSignerId: number | undefined }>({
     defaultValues: {
       selectedSignerId: undefined,
     },
   });
 
-  // Keep the loading state going if successful since the redirect may take some time.
-  const isSubmitting = isPending || isSuccess;
-
   const fieldsRequiringValidation = useMemo(
     () => fields.filter(isFieldUnsignedAndRequired),
     [fields],
@@ -97,9 +88,9 @@ export const DocumentSigningForm = ({
     return fieldsRequiringValidation.filter((field) => field.recipientId === recipient.id);
   }, [fieldsRequiringValidation, recipient]);
 
-  const fieldsValidated = () => {
+  const localFieldsValidated = () => {
     setValidateUninsertedFields(true);
-    validateFieldsInserted(fieldsRequiringValidation);
+    fieldsValidated();
   };
 
   const onAssistantFormSubmit = () => {
@@ -127,65 +118,8 @@ export const DocumentSigningForm = ({
     }
   };
 
-  const completeDocument = async (
-    authOptions?: TRecipientActionAuth,
-    nextSigner?: { email: string; name: string },
-  ) => {
-    const payload = {
-      token: recipient.token,
-      documentId: document.id,
-      authOptions,
-      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
-    };
-
-    await completeDocumentWithToken(payload);
-
-    analytics.capture('App: Recipient has completed signing', {
-      signerId: recipient.id,
-      documentId: document.id,
-      timestamp: new Date().toISOString(),
-    });
-
-    if (redirectUrl) {
-      window.location.href = redirectUrl;
-    } else {
-      await navigate(`/sign/${recipient.token}/complete`);
-    }
-  };
-
-  const nextRecipient = useMemo(() => {
-    if (
-      !document.documentMeta?.signingOrder ||
-      document.documentMeta.signingOrder !== 'SEQUENTIAL'
-    ) {
-      return undefined;
-    }
-
-    const sortedRecipients = allRecipients.sort((a, b) => {
-      // Sort by signingOrder first (nulls last), then by id
-      if (a.signingOrder === null && b.signingOrder === null) return a.id - b.id;
-      if (a.signingOrder === null) return 1;
-      if (b.signingOrder === null) return -1;
-      if (a.signingOrder === b.signingOrder) return a.id - b.id;
-      return a.signingOrder - b.signingOrder;
-    });
-
-    const currentIndex = sortedRecipients.findIndex((r) => r.id === recipient.id);
-    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
-      ? sortedRecipients[currentIndex + 1]
-      : undefined;
-  }, [document.documentMeta?.signingOrder, allRecipients, recipient.id]);
-
   return (
-    <div
-      className={cn(
-        'dark:bg-background border-border bg-widget sticky flex h-full flex-col rounded-xl border px-4 py-6',
-        {
-          'top-20 max-h-[min(68rem,calc(100vh-6rem))]': user,
-          'top-4 max-h-[min(68rem,calc(100vh-2rem))]': !user,
-        },
-      )}
-    >
+    <div className="flex h-full flex-col">
       {validateUninsertedFields && uninsertedFields[0] && (
         <FieldToolTip key={uninsertedFields[0].id} field={uninsertedFields[0]} color="warning">
           <Trans>Click to insert field</Trans>
@@ -194,21 +128,8 @@ export const DocumentSigningForm = ({
 
       <div className="custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2">
         <div className="flex flex-1 flex-col">
-          <h3 className="text-foreground text-2xl font-semibold">
-            {recipient.role === RecipientRole.VIEWER && <Trans>View Document</Trans>}
-            {recipient.role === RecipientRole.SIGNER && <Trans>Sign Document</Trans>}
-            {recipient.role === RecipientRole.APPROVER && <Trans>Approve Document</Trans>}
-            {recipient.role === RecipientRole.ASSISTANT && <Trans>Assist Document</Trans>}
-          </h3>
-
           {recipient.role === RecipientRole.VIEWER ? (
             <>
-              <p className="text-muted-foreground mt-2 text-sm">
-                <Trans>Please mark as viewed to complete</Trans>
-              </p>
-
-              <hr className="border-border mb-8 mt-4" />
-
               <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
                 <div className="flex flex-1 flex-col gap-y-4" />
                 <div className="flex flex-col gap-4 md:flex-row">
@@ -227,7 +148,7 @@ export const DocumentSigningForm = ({
                     isSubmitting={isSubmitting}
                     documentTitle={document.title}
                     fields={fields}
-                    fieldsValidated={fieldsValidated}
+                    fieldsValidated={localFieldsValidated}
                     onSignatureComplete={async (nextSigner) => {
                       await completeDocument(undefined, nextSigner);
                     }}
@@ -245,15 +166,6 @@ export const DocumentSigningForm = ({
           ) : recipient.role === RecipientRole.ASSISTANT ? (
             <>
               <form onSubmit={assistantForm.handleSubmit(onAssistantFormSubmit)}>
-                <p className="text-muted-foreground mt-2 text-sm">
-                  <Trans>
-                    Complete the fields for the following signers. Once reviewed, they will inform
-                    you if any modifications are needed.
-                  </Trans>
-                </p>
-
-                <hr className="border-border my-4" />
-
                 <fieldset className="dark:bg-background border-border rounded-2xl border bg-white p-3">
                   <Controller
                     name="selectedSignerId"
@@ -340,88 +252,76 @@ export const DocumentSigningForm = ({
             </>
           ) : (
             <>
-              <div>
-                <p className="text-muted-foreground mt-2 text-sm">
-                  {recipient.role === RecipientRole.APPROVER && !hasSignatureField ? (
-                    <Trans>Please review the document before approving.</Trans>
-                  ) : (
-                    <Trans>Please review the document before signing.</Trans>
-                  )}
-                </p>
+              <fieldset
+                disabled={isSubmitting}
+                className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
+              >
+                <div className="flex flex-1 flex-col gap-y-4">
+                  <div>
+                    <Label htmlFor="full-name">
+                      <Trans>Full Name</Trans>
+                    </Label>
 
-                <hr className="border-border mb-8 mt-4" />
+                    <Input
+                      type="text"
+                      id="full-name"
+                      className="bg-background mt-2"
+                      value={fullName}
+                      onChange={(e) => setFullName(e.target.value.trimStart())}
+                    />
+                  </div>
 
-                <fieldset
-                  disabled={isSubmitting}
-                  className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2"
-                >
-                  <div className="flex flex-1 flex-col gap-y-4">
+                  {hasSignatureField && (
                     <div>
-                      <Label htmlFor="full-name">
-                        <Trans>Full Name</Trans>
+                      <Label htmlFor="Signature">
+                        <Trans>Signature</Trans>
                       </Label>
 
-                      <Input
-                        type="text"
-                        id="full-name"
-                        className="bg-background mt-2"
-                        value={fullName}
-                        onChange={(e) => setFullName(e.target.value.trimStart())}
+                      <SignaturePadDialog
+                        className="mt-2"
+                        disabled={isSubmitting}
+                        value={signature ?? ''}
+                        onChange={(v) => setSignature(v ?? '')}
+                        typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
+                        uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
+                        drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
                       />
                     </div>
-
-                    {hasSignatureField && (
-                      <div>
-                        <Label htmlFor="Signature">
-                          <Trans>Signature</Trans>
-                        </Label>
-
-                        <SignaturePadDialog
-                          className="mt-2"
-                          disabled={isSubmitting}
-                          value={signature ?? ''}
-                          onChange={(v) => setSignature(v ?? '')}
-                          typedSignatureEnabled={document.documentMeta?.typedSignatureEnabled}
-                          uploadSignatureEnabled={document.documentMeta?.uploadSignatureEnabled}
-                          drawSignatureEnabled={document.documentMeta?.drawSignatureEnabled}
-                        />
-                      </div>
-                    )}
-                  </div>
-                </fieldset>
-
-                <div className="mt-6 flex flex-col gap-4 md:flex-row">
-                  <Button
-                    type="button"
-                    className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
-                    variant="secondary"
-                    size="lg"
-                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
-                    onClick={async () => navigate(-1)}
-                  >
-                    <Trans>Cancel</Trans>
-                  </Button>
-
-                  <DocumentSigningCompleteDialog
-                    isSubmitting={isSubmitting || isAssistantSubmitting}
-                    documentTitle={document.title}
-                    fields={fields}
-                    fieldsValidated={fieldsValidated}
-                    disabled={!isRecipientsTurn}
-                    onSignatureComplete={async (nextSigner) => {
-                      await completeDocument(undefined, nextSigner);
-                    }}
-                    role={recipient.role}
-                    allowDictateNextSigner={
-                      nextRecipient && document.documentMeta?.allowDictateNextSigner
-                    }
-                    defaultNextSigner={
-                      nextRecipient
-                        ? { name: nextRecipient.name, email: nextRecipient.email }
-                        : undefined
-                    }
-                  />
+                  )}
                 </div>
+              </fieldset>
+
+              <div className="mt-6 flex flex-col gap-4 md:flex-row">
+                <Button
+                  type="button"
+                  className="dark:bg-muted dark:hover:bg-muted/80 w-full bg-black/5 hover:bg-black/10"
+                  variant="secondary"
+                  size="lg"
+                  disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                  onClick={async () => navigate(-1)}
+                >
+                  <Trans>Cancel</Trans>
+                </Button>
+
+                <DocumentSigningCompleteDialog
+                  isSubmitting={isSubmitting || isAssistantSubmitting}
+                  documentTitle={document.title}
+                  fields={fields}
+                  fieldsValidated={localFieldsValidated}
+                  disabled={!isRecipientsTurn}
+                  onSignatureComplete={async (nextSigner) => {
+                    await completeDocument(undefined, nextSigner);
+                  }}
+                  role={recipient.role}
+                  allowDictateNextSigner={
+                    nextRecipient && document.documentMeta?.allowDictateNextSigner
+                  }
+                  defaultNextSigner={
+                    nextRecipient
+                      ? { name: nextRecipient.name, email: nextRecipient.email }
+                      : undefined
+                  }
+                />
               </div>
             </>
           )}

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

@@ -1,14 +1,18 @@
-import { useState } from 'react';
+import { useMemo, useState } from 'react';
 
 import { Trans } from '@lingui/react/macro';
 import type { Field } from '@prisma/client';
 import { FieldType, RecipientRole } from '@prisma/client';
-import { match } from 'ts-pattern';
+import { LucideChevronDown, LucideChevronUp } from 'lucide-react';
+import { useNavigate } from 'react-router';
+import { P, match } from 'ts-pattern';
 
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
 import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import {
   ZCheckboxFieldMeta,
   ZDropdownFieldMeta,
@@ -17,9 +21,13 @@ import {
   ZTextFieldMeta,
 } from '@documenso/lib/types/field-meta';
 import type { CompletedField } from '@documenso/lib/types/fields';
+import { isFieldUnsignedAndRequired } from '@documenso/lib/utils/advanced-fields-helpers';
+import { validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { FieldWithSignatureAndFieldMeta } from '@documenso/prisma/types/field-with-signature-and-fieldmeta';
 import type { RecipientWithFields } from '@documenso/prisma/types/recipient-with-fields';
+import { trpc } from '@documenso/trpc/react';
 import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
+import { Button } from '@documenso/ui/primitives/button';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { PDFViewer } from '@documenso/ui/primitives/pdf-viewer';
@@ -38,6 +46,7 @@ import { DocumentSigningRejectDialog } from '~/components/general/document-signi
 import { DocumentSigningSignatureField } from '~/components/general/document-signing/document-signing-signature-field';
 import { DocumentSigningTextField } from '~/components/general/document-signing/document-signing-text-field';
 
+import { DocumentSigningCompleteDialog } from './document-signing-complete-dialog';
 import { DocumentSigningRecipientProvider } from './document-signing-recipient-provider';
 
 export type DocumentSigningPageViewProps = {
@@ -61,7 +70,55 @@ export const DocumentSigningPageView = ({
 }: DocumentSigningPageViewProps) => {
   const { documentData, documentMeta } = document;
 
+  const navigate = useNavigate();
+  const analytics = useAnalytics();
+
   const [selectedSignerId, setSelectedSignerId] = useState<number | null>(allRecipients?.[0]?.id);
+  const [isExpanded, setIsExpanded] = useState(false);
+
+  const {
+    mutateAsync: completeDocumentWithToken,
+    isPending,
+    isSuccess,
+  } = trpc.recipient.completeDocumentWithToken.useMutation();
+
+  // Keep the loading state going if successful since the redirect may take some time.
+  const isSubmitting = isPending || isSuccess;
+
+  const fieldsRequiringValidation = useMemo(
+    () => fields.filter(isFieldUnsignedAndRequired),
+    [fields],
+  );
+
+  const fieldsValidated = () => {
+    validateFieldsInserted(fieldsRequiringValidation);
+  };
+
+  const completeDocument = async (
+    authOptions?: TRecipientActionAuth,
+    nextSigner?: { email: string; name: string },
+  ) => {
+    const payload = {
+      token: recipient.token,
+      documentId: document.id,
+      authOptions,
+      ...(nextSigner?.email && nextSigner?.name ? { nextSigner } : {}),
+    };
+
+    await completeDocumentWithToken(payload);
+
+    analytics.capture('App: Recipient has completed signing', {
+      signerId: recipient.id,
+      documentId: document.id,
+      timestamp: new Date().toISOString(),
+    });
+
+    if (documentMeta?.redirectUrl) {
+      window.location.href = documentMeta.redirectUrl;
+    } else {
+      await navigate(`/sign/${recipient.token}/complete`);
+    }
+  };
 
   let senderName = document.user.name ?? '';
   let senderEmail = `(${document.user.email})`;
@@ -75,17 +132,42 @@ export const DocumentSigningPageView = ({
   const targetSigner =
     recipient.role === RecipientRole.ASSISTANT && selectedSigner ? selectedSigner : null;
 
+  const nextRecipient = useMemo(() => {
+    if (!documentMeta?.signingOrder || documentMeta.signingOrder !== 'SEQUENTIAL') {
+      return undefined;
+    }
+
+    const sortedRecipients = allRecipients.sort((a, b) => {
+      // Sort by signingOrder first (nulls last), then by id
+      if (a.signingOrder === null && b.signingOrder === null) return a.id - b.id;
+      if (a.signingOrder === null) return 1;
+      if (b.signingOrder === null) return -1;
+      if (a.signingOrder === b.signingOrder) return a.id - b.id;
+      return a.signingOrder - b.signingOrder;
+    });
+
+    const currentIndex = sortedRecipients.findIndex((r) => r.id === recipient.id);
+    return currentIndex !== -1 && currentIndex < sortedRecipients.length - 1
+      ? sortedRecipients[currentIndex + 1]
+      : undefined;
+  }, [document.documentMeta?.signingOrder, allRecipients, recipient.id]);
+
+  const highestPageNumber = Math.max(...fields.map((field) => field.page));
+
+  const pendingFields = fieldsRequiringValidation.filter((field) => !field.inserted);
+  const hasPendingFields = pendingFields.length > 0;
+
   return (
     <DocumentSigningRecipientProvider recipient={recipient} targetSigner={targetSigner}>
-      <div className="mx-auto w-full max-w-screen-xl">
+      <div className="mx-auto w-full max-w-screen-xl sm:px-6">
         <h1
-          className="mt-4 block max-w-[20rem] truncate text-2xl font-semibold md:max-w-[30rem] md:text-3xl"
+          className="block max-w-[20rem] truncate text-2xl font-semibold sm:mt-4 md:max-w-[30rem] md:text-3xl"
           title={document.title}
         >
           {document.title}
         </h1>
 
-        <div className="mt-2.5 flex flex-wrap items-center justify-between gap-x-6">
+        <div className="mt-1.5 flex flex-wrap items-center justify-between gap-y-2 sm:mt-2.5 sm:gap-y-0">
           <div className="max-w-[50ch]">
             <span className="text-muted-foreground truncate" title={senderName}>
               {senderName} {senderEmail}
@@ -135,26 +217,118 @@ export const DocumentSigningPageView = ({
           <DocumentSigningRejectDialog document={document} token={recipient.token} />
         </div>
 
-        <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
-          <Card
-            className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
-            gradient
-          >
-            <CardContent className="p-2">
-              <PDFViewer key={documentData.id} documentData={documentData} document={document} />
-            </CardContent>
-          </Card>
+        <div className="relative mt-4 flex w-full flex-col gap-x-6 gap-y-8 sm:mt-8 md:flex-row lg:gap-x-8 lg:gap-y-0">
+          <div className="flex-1">
+            <Card className="rounded-xl before:rounded-xl" gradient>
+              <CardContent className="p-2">
+                <PDFViewer key={documentData.id} documentData={documentData} document={document} />
+              </CardContent>
+            </Card>
+          </div>
 
-          <div className="col-span-12 lg:col-span-5 xl:col-span-4">
-            <DocumentSigningForm
-              document={document}
-              recipient={recipient}
-              fields={fields}
-              redirectUrl={documentMeta?.redirectUrl}
-              isRecipientsTurn={isRecipientsTurn}
-              allRecipients={allRecipients}
-              setSelectedSignerId={setSelectedSignerId}
-            />
+          <div
+            key={isExpanded ? 'expanded' : 'collapsed'}
+            className="group/document-widget fixed bottom-6 left-0 z-50 h-fit max-h-[calc(100dvh-2rem)] w-full flex-shrink-0 px-4 md:sticky md:bottom-[unset] md:top-4 md:z-auto md:w-[350px] md:px-0"
+            data-expanded={isExpanded || undefined}
+          >
+            <div className="border-border bg-widget flex w-full flex-col rounded-xl border px-4 py-4 md:py-6">
+              <div className="flex items-center justify-between gap-x-2">
+                <h3 className="text-foreground text-xl font-semibold md:text-2xl">
+                  {match(recipient.role)
+                    .with(RecipientRole.VIEWER, () => <Trans>View Document</Trans>)
+                    .with(RecipientRole.SIGNER, () => <Trans>Sign Document</Trans>)
+                    .with(RecipientRole.APPROVER, () => <Trans>Approve Document</Trans>)
+                    .with(RecipientRole.ASSISTANT, () => <Trans>Assist Document</Trans>)
+                    .otherwise(() => null)}
+                </h3>
+
+                {match({ hasPendingFields, isExpanded, role: recipient.role })
+                  .with(
+                    {
+                      hasPendingFields: false,
+                      role: P.not(RecipientRole.ASSISTANT),
+                      isExpanded: false,
+                    },
+                    () => (
+                      <div className="md:hidden">
+                        <DocumentSigningCompleteDialog
+                          isSubmitting={isSubmitting}
+                          documentTitle={document.title}
+                          fields={fields}
+                          fieldsValidated={fieldsValidated}
+                          disabled={!isRecipientsTurn}
+                          onSignatureComplete={async (nextSigner) => {
+                            await completeDocument(undefined, nextSigner);
+                          }}
+                          role={recipient.role}
+                          allowDictateNextSigner={
+                            nextRecipient && documentMeta?.allowDictateNextSigner
+                          }
+                          defaultNextSigner={
+                            nextRecipient
+                              ? { name: nextRecipient.name, email: nextRecipient.email }
+                              : undefined
+                          }
+                        />
+                      </div>
+                    ),
+                  )
+                  .with({ isExpanded: true }, () => (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(false)}
+                    >
+                      <LucideChevronDown className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ))
+                  .otherwise(() => (
+                    <Button
+                      variant="outline"
+                      className="bg-background dark:bg-foreground h-8 w-8 p-0 md:hidden"
+                      onClick={() => setIsExpanded(true)}
+                    >
+                      <LucideChevronUp className="text-muted-foreground dark:text-background h-5 w-5" />
+                    </Button>
+                  ))}
+              </div>
+
+              <div className="hidden group-data-[expanded]/document-widget:block md:block">
+                <p className="text-muted-foreground mt-2 text-sm">
+                  {match(recipient.role)
+                    .with(RecipientRole.VIEWER, () => (
+                      <Trans>Please mark as viewed to complete.</Trans>
+                    ))
+                    .with(RecipientRole.SIGNER, () => (
+                      <Trans>Please review the document before signing.</Trans>
+                    ))
+                    .with(RecipientRole.APPROVER, () => (
+                      <Trans>Please review the document before approving.</Trans>
+                    ))
+                    .with(RecipientRole.ASSISTANT, () => (
+                      <Trans>Complete the fields for the following signers.</Trans>
+                    ))
+                    .otherwise(() => null)}
+                </p>
+
+                <hr className="border-border mb-8 mt-4" />
+              </div>
+
+              <div className="-mx-2 hidden px-2 group-data-[expanded]/document-widget:block md:block">
+                <DocumentSigningForm
+                  document={document}
+                  recipient={recipient}
+                  fields={fields}
+                  isRecipientsTurn={isRecipientsTurn}
+                  allRecipients={allRecipients}
+                  setSelectedSignerId={setSelectedSignerId}
+                  completeDocument={completeDocument}
+                  isSubmitting={isSubmitting}
+                  fieldsValidated={fieldsValidated}
+                  nextRecipient={nextRecipient}
+                />
+              </div>
+            </div>
           </div>
         </div>
 
@@ -168,7 +342,9 @@ export const DocumentSigningPageView = ({
           <DocumentSigningAutoSign recipient={recipient} fields={fields} />
         )}
 
-        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+        <ElementVisible
+          target={`${PDF_VIEWER_PAGE_SELECTOR}[data-page-number="${highestPageNumber}"]`}
+        >
           {fields
             .filter(
               (field) =>

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

@@ -227,19 +227,8 @@ export const DocumentSigningTextField = ({
 
   const parsedField = field.fieldMeta ? ZTextFieldMeta.parse(field.fieldMeta) : undefined;
 
-  const labelDisplay =
-    parsedField?.label && parsedField.label.length < 20
-      ? parsedField.label
-      : parsedField?.label
-        ? parsedField?.label.substring(0, 20) + '...'
-        : undefined;
-
-  const textDisplay =
-    parsedField?.text && parsedField.text.length < 20
-      ? parsedField.text
-      : parsedField?.text
-        ? parsedField?.text.substring(0, 20) + '...'
-        : undefined;
+  const labelDisplay = parsedField?.label;
+  const textDisplay = parsedField?.text;
 
   const fieldDisplayName = labelDisplay ? labelDisplay : textDisplay;
   const charactersRemaining = (parsedFieldMeta?.characterLimit ?? 0) - (localText.length ?? 0);

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

@@ -21,7 +21,7 @@ export const DocumentAuditLogDownloadButton = ({
   const { _ } = useLingui();
 
   const { mutateAsync: downloadAuditLogs, isPending } =
-    trpc.document.downloadAuditLogs.useMutation();
+    trpc.document.auditLog.download.useMutation();
 
   const onDownloadAuditLogsClick = async () => {
     try {

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

@@ -49,7 +49,7 @@ export const DocumentDropZoneWrapper = ({ children, className }: DocumentDropZon
 
   const { quota, remaining, refreshLimits } = useLimits();
 
-  const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
+  const { mutateAsync: createDocument } = trpc.document.create.useMutation();
 
   const isUploadDisabled = remaining.documents === 0 || !user.emailVerified;
 

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

@@ -59,23 +59,22 @@ export const DocumentEditForm = ({
 
   const utils = trpc.useUtils();
 
-  const { data: document, refetch: refetchDocument } =
-    trpc.document.getDocumentWithDetailsById.useQuery(
-      {
-        documentId: initialDocument.id,
-      },
-      {
-        initialData: initialDocument,
-        ...SKIP_QUERY_BATCH_META,
-      },
-    );
+  const { data: document, refetch: refetchDocument } = trpc.document.get.useQuery(
+    {
+      documentId: initialDocument.id,
+    },
+    {
+      initialData: initialDocument,
+      ...SKIP_QUERY_BATCH_META,
+    },
+  );
 
   const { recipients, fields } = document;
 
-  const { mutateAsync: updateDocument } = trpc.document.updateDocument.useMutation({
+  const { mutateAsync: updateDocument } = trpc.document.update.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: (newData) => {
-      utils.document.getDocumentWithDetailsById.setData(
+      utils.document.get.setData(
         {
           documentId: initialDocument.id,
         },
@@ -84,23 +83,10 @@ export const DocumentEditForm = ({
     },
   });
 
-  const { mutateAsync: setSigningOrderForDocument } =
-    trpc.document.setSigningOrderForDocument.useMutation({
-      ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-      onSuccess: (newData) => {
-        utils.document.getDocumentWithDetailsById.setData(
-          {
-            documentId: initialDocument.id,
-          },
-          (oldData) => ({ ...(oldData || initialDocument), ...newData, id: Number(newData.id) }),
-        );
-      },
-    });
-
   const { mutateAsync: addFields } = trpc.field.addFields.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: ({ fields: newFields }) => {
-      utils.document.getDocumentWithDetailsById.setData(
+      utils.document.get.setData(
         {
           documentId: initialDocument.id,
         },
@@ -112,7 +98,7 @@ export const DocumentEditForm = ({
   const { mutateAsync: setRecipients } = trpc.recipient.setDocumentRecipients.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: ({ recipients: newRecipients }) => {
-      utils.document.getDocumentWithDetailsById.setData(
+      utils.document.get.setData(
         {
           documentId: initialDocument.id,
         },
@@ -121,10 +107,10 @@ export const DocumentEditForm = ({
     },
   });
 
-  const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation({
+  const { mutateAsync: sendDocument } = trpc.document.distribute.useMutation({
     ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
     onSuccess: (newData) => {
-      utils.document.getDocumentWithDetailsById.setData(
+      utils.document.get.setData(
         {
           documentId: initialDocument.id,
         },
@@ -173,34 +159,37 @@ export const DocumentEditForm = ({
     return initialStep;
   });
 
+  const saveSettingsData = async (data: TAddSettingsFormSchema) => {
+    const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
+
+    const parsedGlobalAccessAuth = z
+      .array(ZDocumentAccessAuthTypesSchema)
+      .safeParse(data.globalAccessAuth);
+
+    return updateDocument({
+      documentId: document.id,
+      data: {
+        title: data.title,
+        externalId: data.externalId || null,
+        visibility: data.visibility,
+        globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
+        globalActionAuth: data.globalActionAuth ?? [],
+      },
+      meta: {
+        timezone,
+        dateFormat,
+        redirectUrl,
+        language: isValidLanguageCode(language) ? language : undefined,
+        typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+        uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+        drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
+      },
+    });
+  };
+
   const onAddSettingsFormSubmit = async (data: TAddSettingsFormSchema) => {
     try {
-      const { timezone, dateFormat, redirectUrl, language, signatureTypes } = data.meta;
-
-      const parsedGlobalAccessAuth = z
-        .array(ZDocumentAccessAuthTypesSchema)
-        .safeParse(data.globalAccessAuth);
-
-      await updateDocument({
-        documentId: document.id,
-        data: {
-          title: data.title,
-          externalId: data.externalId || null,
-          visibility: data.visibility,
-          globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
-          globalActionAuth: data.globalActionAuth ?? [],
-        },
-        meta: {
-          timezone,
-          dateFormat,
-          redirectUrl,
-          language: isValidLanguageCode(language) ? language : undefined,
-          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
-          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
-          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
-        },
-      });
-
+      await saveSettingsData(data);
       setStep('signers');
     } catch (err) {
       console.error(err);
@@ -213,30 +202,58 @@ export const DocumentEditForm = ({
     }
   };
 
+  const onAddSettingsFormAutoSave = async (data: TAddSettingsFormSchema) => {
+    try {
+      await saveSettingsData(data);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while auto-saving the document settings.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const saveSignersData = async (data: TAddSignersFormSchema) => {
+    return Promise.all([
+      updateDocument({
+        documentId: document.id,
+        meta: {
+          allowDictateNextSigner: data.allowDictateNextSigner,
+          signingOrder: data.signingOrder,
+        },
+      }),
+
+      setRecipients({
+        documentId: document.id,
+        recipients: data.signers.map((signer) => ({
+          ...signer,
+          // Explicitly set to null to indicate we want to remove auth if required.
+          actionAuth: signer.actionAuth ?? [],
+        })),
+      }),
+    ]);
+  };
+
+  const onAddSignersFormAutoSave = async (data: TAddSignersFormSchema) => {
+    try {
+      await saveSignersData(data);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while adding signers.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onAddSignersFormSubmit = async (data: TAddSignersFormSchema) => {
     try {
-      await Promise.all([
-        setSigningOrderForDocument({
-          documentId: document.id,
-          signingOrder: data.signingOrder,
-        }),
-
-        updateDocument({
-          documentId: document.id,
-          meta: {
-            allowDictateNextSigner: data.allowDictateNextSigner,
-          },
-        }),
-
-        setRecipients({
-          documentId: document.id,
-          recipients: data.signers.map((signer) => ({
-            ...signer,
-            // Explicitly set to null to indicate we want to remove auth if required.
-            actionAuth: signer.actionAuth ?? [],
-          })),
-        }),
-      ]);
+      await saveSignersData(data);
 
       setStep('fields');
     } catch (err) {
@@ -250,12 +267,16 @@ export const DocumentEditForm = ({
     }
   };
 
+  const saveFieldsData = async (data: TAddFieldsFormSchema) => {
+    return addFields({
+      documentId: document.id,
+      fields: data.fields,
+    });
+  };
+
   const onAddFieldsFormSubmit = async (data: TAddFieldsFormSchema) => {
     try {
-      await addFields({
-        documentId: document.id,
-        fields: data.fields,
-      });
+      await saveFieldsData(data);
 
       // Clear all field data from localStorage
       for (let i = 0; i < localStorage.length; i++) {
@@ -277,24 +298,60 @@ export const DocumentEditForm = ({
     }
   };
 
-  const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
+  const onAddFieldsFormAutoSave = async (data: TAddFieldsFormSchema) => {
+    try {
+      await saveFieldsData(data);
+      // Don't clear localStorage on auto-save, only on explicit submit
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while auto-saving the fields.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const saveSubjectData = async (data: TAddSubjectFormSchema) => {
     const { subject, message, distributionMethod, emailId, emailReplyTo, emailSettings } =
       data.meta;
 
-    try {
-      await sendDocument({
-        documentId: document.id,
-        meta: {
-          subject,
-          message,
-          distributionMethod,
-          emailId,
-          emailReplyTo: emailReplyTo || null,
-          emailSettings: emailSettings,
-        },
-      });
+    return updateDocument({
+      documentId: document.id,
+      meta: {
+        subject,
+        message,
+        distributionMethod,
+        emailId,
+        emailReplyTo,
+        emailSettings: emailSettings,
+      },
+    });
+  };
 
-      if (distributionMethod === DocumentDistributionMethod.EMAIL) {
+  const sendDocumentWithSubject = async (data: TAddSubjectFormSchema) => {
+    const { subject, message, distributionMethod, emailId, emailReplyTo, emailSettings } =
+      data.meta;
+
+    return sendDocument({
+      documentId: document.id,
+      meta: {
+        subject,
+        message,
+        distributionMethod,
+        emailId,
+        emailReplyTo: emailReplyTo || null,
+        emailSettings,
+      },
+    });
+  };
+
+  const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
+    try {
+      await sendDocumentWithSubject(data);
+
+      if (data.meta.distributionMethod === DocumentDistributionMethod.EMAIL) {
         toast({
           title: _(msg`Document sent`),
           description: _(msg`Your document has been sent successfully.`),
@@ -322,6 +379,21 @@ export const DocumentEditForm = ({
     }
   };
 
+  const onAddSubjectFormAutoSave = async (data: TAddSubjectFormSchema) => {
+    try {
+      // Save form data without sending the document
+      await saveSubjectData(data);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while auto-saving the subject form.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const currentDocumentFlow = documentFlow[step];
 
   /**
@@ -367,25 +439,28 @@ export const DocumentEditForm = ({
               fields={fields}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               onSubmit={onAddSettingsFormSubmit}
+              onAutoSave={onAddSettingsFormAutoSave}
             />
 
             <AddSignersFormPartial
-              key={recipients.length}
+              key={document.id}
               documentFlow={documentFlow.signers}
               recipients={recipients}
               signingOrder={document.documentMeta?.signingOrder}
               allowDictateNextSigner={document.documentMeta?.allowDictateNextSigner}
               fields={fields}
               onSubmit={onAddSignersFormSubmit}
+              onAutoSave={onAddSignersFormAutoSave}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
             <AddFieldsFormPartial
-              key={fields.length}
+              key={document.id}
               documentFlow={documentFlow.fields}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
+              onAutoSave={onAddFieldsFormAutoSave}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
               teamId={team.id}
             />
@@ -397,6 +472,7 @@ export const DocumentEditForm = ({
               recipients={recipients}
               fields={fields}
               onSubmit={onAddSubjectFormSubmit}
+              onAutoSave={onAddSubjectFormAutoSave}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
           </Stepper>

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

@@ -42,7 +42,7 @@ export const DocumentPageViewButton = ({ document }: DocumentPageViewButtonProps
 
   const onDownloadClick = async () => {
     try {
-      const documentWithData = await trpcClient.document.getDocumentById.query(
+      const documentWithData = await trpcClient.document.get.query(
         {
           documentId: document.id,
         },

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

@@ -71,7 +71,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
   const onDownloadClick = async () => {
     try {
-      const documentWithData = await trpcClient.document.getDocumentById.query(
+      const documentWithData = await trpcClient.document.get.query(
         {
           documentId: document.id,
         },
@@ -100,7 +100,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
 
   const onDownloadOriginalClick = async () => {
     try {
-      const documentWithData = await trpcClient.document.getDocumentById.query(
+      const documentWithData = await trpcClient.document.get.query(
         {
           documentId: document.id,
         },
@@ -164,7 +164,7 @@ export const DocumentPageViewDropdown = ({ document }: DocumentPageViewDropdownP
         <DropdownMenuItem asChild>
           <Link to={`${documentsPath}/${document.id}/logs`}>
             <ScrollTextIcon className="mr-2 h-4 w-4" />
-            <Trans>Audit Log</Trans>
+            <Trans>Audit Logs</Trans>
           </Link>
         </DropdownMenuItem>
 

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

@@ -32,7 +32,7 @@ export const DocumentPageViewRecentActivity = ({
     hasNextPage,
     fetchNextPage,
     isFetchingNextPage,
-  } = trpc.document.findDocumentAuditLogs.useInfiniteQuery(
+  } = trpc.document.auditLog.find.useInfiniteQuery(
     {
       documentId,
       filterForRecentActivity: true,

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

@@ -52,7 +52,7 @@ export const DocumentUploadDropzone = ({ className }: DocumentUploadDropzoneProp
 
   const [isLoading, setIsLoading] = useState(false);
 
-  const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
+  const { mutateAsync: createDocument } = trpc.document.create.useMutation();
 
   const disabledMessage = useMemo(() => {
     if (organisation.subscription && remaining.documents === 0) {

apps/remix/app/components/general/legacy-field-warning-popover.tsx

@@ -28,7 +28,7 @@ export const LegacyFieldWarningPopover = ({
   const { mutateAsync: updateTemplate, isPending: isUpdatingTemplate } =
     trpc.template.updateTemplate.useMutation();
   const { mutateAsync: updateDocument, isPending: isUpdatingDocument } =
-    trpc.document.updateDocument.useMutation();
+    trpc.document.update.useMutation();
 
   const onUpdateFieldsClick = async () => {
     if (type === 'document') {

apps/remix/app/components/general/org-menu-switcher.tsx

@@ -321,6 +321,19 @@ export const OrgMenuSwitcher = () => {
                 <Trans>Language</Trans>
               </DropdownMenuItem>
 
+              {currentOrganisation && (
+                <DropdownMenuItem className="text-muted-foreground px-4 py-2" asChild>
+                  <Link
+                    to={{
+                      pathname: `/o/${currentOrganisation.url}/support`,
+                      search: currentTeam ? `?team=${currentTeam.id}` : '',
+                    }}
+                  >
+                    <Trans>Support</Trans>
+                  </Link>
+                </DropdownMenuItem>
+              )}
+
               <DropdownMenuItem
                 className="text-muted-foreground hover:!text-muted-foreground px-4 py-2"
                 onSelect={async () => authClient.signOut()}

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

@@ -0,0 +1,129 @@
+import { type ReactNode, useState } from 'react';
+
+import { msg } from '@lingui/core/macro';
+import { useLingui } from '@lingui/react';
+import { Trans } from '@lingui/react/macro';
+import { Loader } from 'lucide-react';
+import { useDropzone } from 'react-dropzone';
+import { useNavigate, useParams } from 'react-router';
+
+import { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
+import { megabytesToBytes } from '@documenso/lib/universal/unit-convertions';
+import { putPdfFile } from '@documenso/lib/universal/upload/put-file';
+import { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useCurrentTeam } from '~/providers/team';
+
+export interface TemplateDropZoneWrapperProps {
+  children: ReactNode;
+  className?: string;
+}
+
+export const TemplateDropZoneWrapper = ({ children, className }: TemplateDropZoneWrapperProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+  const { folderId } = useParams();
+
+  const team = useCurrentTeam();
+
+  const navigate = useNavigate();
+
+  const [isLoading, setIsLoading] = useState(false);
+
+  const { mutateAsync: createTemplate } = trpc.template.createTemplate.useMutation();
+
+  const onFileDrop = async (file: File) => {
+    try {
+      setIsLoading(true);
+
+      const documentData = await putPdfFile(file);
+
+      const { id } = await createTemplate({
+        title: file.name,
+        templateDocumentDataId: documentData.id,
+        folderId: folderId ?? undefined,
+      });
+
+      toast({
+        title: _(msg`Template uploaded`),
+        description: _(
+          msg`Your template has been uploaded successfully. You will be redirected to the template page.`,
+        ),
+        duration: 5000,
+      });
+
+      await navigate(`${formatTemplatesPath(team.url)}/${id}/edit`);
+    } catch {
+      toast({
+        title: _(msg`Something went wrong`),
+        description: _(msg`Please try again later.`),
+        variant: 'destructive',
+      });
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  const onFileDropRejected = () => {
+    toast({
+      title: _(msg`Your template failed to upload.`),
+      description: _(msg`File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`),
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
+  const { getRootProps, getInputProps, isDragActive } = useDropzone({
+    accept: {
+      'application/pdf': ['.pdf'],
+    },
+    //disabled: isUploadDisabled,
+    multiple: false,
+    maxSize: megabytesToBytes(APP_DOCUMENT_UPLOAD_SIZE_LIMIT),
+    onDrop: ([acceptedFile]) => {
+      if (acceptedFile) {
+        void onFileDrop(acceptedFile);
+      }
+    },
+    onDropRejected: () => {
+      void onFileDropRejected();
+    },
+    noClick: true,
+    noDragEventsBubbling: true,
+  });
+
+  return (
+    <div {...getRootProps()} className={cn('relative min-h-screen', className)}>
+      <input {...getInputProps()} />
+      {children}
+
+      {isDragActive && (
+        <div className="bg-muted/60 fixed left-0 top-0 z-[9999] h-full w-full backdrop-blur-[4px]">
+          <div className="pointer-events-none flex h-full w-full flex-col items-center justify-center">
+            <h2 className="text-foreground text-2xl font-semibold">
+              <Trans>Upload Template</Trans>
+            </h2>
+
+            <p className="text-muted-foreground text-md mt-4">
+              <Trans>Drag and drop your PDF file here</Trans>
+            </p>
+          </div>
+        </div>
+      )}
+
+      {isLoading && (
+        <div className="bg-muted/30 absolute inset-0 z-50 backdrop-blur-[2px]">
+          <div className="pointer-events-none flex h-1/2 w-full flex-col items-center justify-center">
+            <Loader className="text-primary h-12 w-12 animate-spin" />
+            <p className="text-foreground mt-8 font-medium">
+              <Trans>Uploading template...</Trans>
+            </p>
+          </div>
+        </div>
+      )}
+    </div>
+  );
+};

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

@@ -124,32 +124,36 @@ export const TemplateEditForm = ({
     },
   });
 
-  const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
+  const saveSettingsData = async (data: TAddTemplateSettingsFormSchema) => {
     const { signatureTypes } = data.meta;
 
     const parsedGlobalAccessAuth = z
       .array(ZDocumentAccessAuthTypesSchema)
       .safeParse(data.globalAccessAuth);
 
+    return updateTemplateSettings({
+      templateId: template.id,
+      data: {
+        title: data.title,
+        externalId: data.externalId || null,
+        visibility: data.visibility,
+        globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
+        globalActionAuth: data.globalActionAuth ?? [],
+      },
+      meta: {
+        ...data.meta,
+        emailReplyTo: data.meta.emailReplyTo || null,
+        typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
+        uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
+        drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
+        language: isValidLanguageCode(data.meta.language) ? data.meta.language : undefined,
+      },
+    });
+  };
+
+  const onAddSettingsFormSubmit = async (data: TAddTemplateSettingsFormSchema) => {
     try {
-      await updateTemplateSettings({
-        templateId: template.id,
-        data: {
-          title: data.title,
-          externalId: data.externalId || null,
-          visibility: data.visibility,
-          globalAccessAuth: parsedGlobalAccessAuth.success ? parsedGlobalAccessAuth.data : [],
-          globalActionAuth: data.globalActionAuth ?? [],
-        },
-        meta: {
-          ...data.meta,
-          emailReplyTo: data.meta.emailReplyTo || null,
-          typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
-          uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
-          drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),
-          language: isValidLanguageCode(data.meta.language) ? data.meta.language : undefined,
-        },
-      });
+      await saveSettingsData(data);
 
       setStep('signers');
     } catch (err) {
@@ -163,24 +167,42 @@ export const TemplateEditForm = ({
     }
   };
 
+  const onAddSettingsFormAutoSave = async (data: TAddTemplateSettingsFormSchema) => {
+    try {
+      await saveSettingsData(data);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while auto-saving the template settings.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const saveTemplatePlaceholderData = async (data: TAddTemplatePlacholderRecipientsFormSchema) => {
+    return Promise.all([
+      updateTemplateSettings({
+        templateId: template.id,
+        meta: {
+          signingOrder: data.signingOrder,
+          allowDictateNextSigner: data.allowDictateNextSigner,
+        },
+      }),
+
+      setRecipients({
+        templateId: template.id,
+        recipients: data.signers,
+      }),
+    ]);
+  };
+
   const onAddTemplatePlaceholderFormSubmit = async (
     data: TAddTemplatePlacholderRecipientsFormSchema,
   ) => {
     try {
-      await Promise.all([
-        updateTemplateSettings({
-          templateId: template.id,
-          meta: {
-            signingOrder: data.signingOrder,
-            allowDictateNextSigner: data.allowDictateNextSigner,
-          },
-        }),
-
-        setRecipients({
-          templateId: template.id,
-          recipients: data.signers,
-        }),
-      ]);
+      await saveTemplatePlaceholderData(data);
 
       setStep('fields');
     } catch (err) {
@@ -192,12 +214,46 @@ export const TemplateEditForm = ({
     }
   };
 
+  const onAddTemplatePlaceholderFormAutoSave = async (
+    data: TAddTemplatePlacholderRecipientsFormSchema,
+  ) => {
+    try {
+      await saveTemplatePlaceholderData(data);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while auto-saving the template placeholders.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const saveFieldsData = async (data: TAddTemplateFieldsFormSchema) => {
+    return addTemplateFields({
+      templateId: template.id,
+      fields: data.fields,
+    });
+  };
+
+  const onAddFieldsFormAutoSave = async (data: TAddTemplateFieldsFormSchema) => {
+    try {
+      await saveFieldsData(data);
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: _(msg`Error`),
+        description: _(msg`An error occurred while auto-saving the template fields.`),
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
     try {
-      await addTemplateFields({
-        templateId: template.id,
-        fields: data.fields,
-      });
+      await saveFieldsData(data);
 
       // Clear all field data from localStorage
       for (let i = 0; i < localStorage.length; i++) {
@@ -270,11 +326,12 @@ export const TemplateEditForm = ({
               recipients={recipients}
               fields={fields}
               onSubmit={onAddSettingsFormSubmit}
+              onAutoSave={onAddSettingsFormAutoSave}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
             <AddTemplatePlaceholderRecipientsFormPartial
-              key={recipients.length}
+              key={template.id}
               documentFlow={documentFlow.signers}
               recipients={recipients}
               fields={fields}
@@ -282,15 +339,17 @@ export const TemplateEditForm = ({
               allowDictateNextSigner={template.templateMeta?.allowDictateNextSigner}
               templateDirectLink={template.directLink}
               onSubmit={onAddTemplatePlaceholderFormSubmit}
+              onAutoSave={onAddTemplatePlaceholderFormAutoSave}
               isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
 
             <AddTemplateFieldsFormPartial
-              key={fields.length}
+              key={template.id}
               documentFlow={documentFlow.fields}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
+              onAutoSave={onAddFieldsFormAutoSave}
               teamId={team?.id}
             />
           </Stepper>

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

@@ -67,7 +67,7 @@ export const TemplatePageViewDocumentsTable = ({
     Object.fromEntries(searchParams ?? []),
   );
 
-  const { data, isLoading, isLoadingError } = trpc.document.findDocuments.useQuery(
+  const { data, isLoading, isLoadingError } = trpc.document.find.useQuery(
     {
       templateId,
       page: parsedSearchParams.page,

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

@@ -18,7 +18,7 @@ export const TemplatePageViewRecentActivity = ({
   templateId,
   documentRootPath,
 }: TemplatePageViewRecentActivityProps) => {
-  const { data, isLoading, isLoadingError, refetch } = trpc.document.findDocuments.useQuery({
+  const { data, isLoading, isLoadingError, refetch } = trpc.document.find.useQuery({
     templateId,
     orderByColumn: 'createdAt',
     orderByDirection: 'asc',

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

@@ -6,6 +6,8 @@ import { PenIcon, PlusIcon } from 'lucide-react';
 import { Link } from 'react-router';
 
 import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { isTemplateRecipientEmailPlaceholder } from '@documenso/lib/constants/template';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
 import { AvatarWithText } from '@documenso/ui/primitives/avatar';
 
 export type TemplatePageViewRecipientsProps = {
@@ -53,8 +55,18 @@ export const TemplatePageViewRecipients = ({
         {recipients.map((recipient) => (
           <li key={recipient.id} className="flex items-center justify-between px-4 py-2.5 text-sm">
             <AvatarWithText
-              avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
-              primaryText={<p className="text-muted-foreground text-sm">{recipient.email}</p>}
+              avatarFallback={
+                isTemplateRecipientEmailPlaceholder(recipient.email)
+                  ? extractInitials(recipient.name)
+                  : recipient.email.slice(0, 1).toUpperCase()
+              }
+              primaryText={
+                isTemplateRecipientEmailPlaceholder(recipient.email) ? (
+                  <p className="text-muted-foreground text-sm">{recipient.name}</p>
+                ) : (
+                  <p className="text-muted-foreground text-sm">{recipient.email}</p>
+                )
+              }
               secondaryText={
                 <p className="text-muted-foreground/70 text-xs">
                   {_(RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName)}

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

@@ -52,7 +52,7 @@ export const AdminDocumentRecipientItemTable = ({ recipient }: RecipientItemProp
     },
   });
 
-  const { mutateAsync: updateRecipient } = trpc.admin.updateRecipient.useMutation();
+  const { mutateAsync: updateRecipient } = trpc.admin.recipient.update.useMutation();
 
   const columns = useMemo(() => {
     return [

apps/remix/app/components/tables/document-logs-table.tsx

@@ -34,7 +34,7 @@ export const DocumentLogsTable = ({ documentId }: DocumentLogsTableProps) => {
 
   const parsedSearchParams = ZUrlSearchParamsSchema.parse(Object.fromEntries(searchParams ?? []));
 
-  const { data, isLoading, isLoadingError } = trpc.document.findDocumentAuditLogs.useQuery(
+  const { data, isLoading, isLoadingError } = trpc.document.auditLog.find.useQuery(
     {
       documentId,
       page: parsedSearchParams.page,

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

@@ -45,7 +45,7 @@ export const DocumentsTableActionButton = ({ row }: DocumentsTableActionButtonPr
   const onDownloadClick = async () => {
     try {
       const document = !recipient
-        ? await trpcClient.document.getDocumentById.query(
+        ? await trpcClient.document.get.query(
             {
               documentId: row.id,
             },

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

@@ -77,7 +77,7 @@ export const DocumentsTableActionDropdown = ({
   const onDownloadClick = async () => {
     try {
       const document = !recipient
-        ? await trpcClient.document.getDocumentById.query({
+        ? await trpcClient.document.get.query({
             documentId: row.id,
           })
         : await trpcClient.document.getDocumentByToken.query({
@@ -103,7 +103,7 @@ export const DocumentsTableActionDropdown = ({
   const onDownloadOriginalClick = async () => {
     try {
       const document = !recipient
-        ? await trpcClient.document.getDocumentById.query({
+        ? await trpcClient.document.get.query({
             documentId: row.id,
           })
         : await trpcClient.document.getDocumentByToken.query({

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

@@ -11,7 +11,7 @@ import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-upda
 import { useSession } from '@documenso/lib/client-only/providers/session';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
-import type { TFindDocumentsResponse } from '@documenso/trpc/server/document-router/schema';
+import type { TFindDocumentsResponse } from '@documenso/trpc/server/document-router/find-documents.types';
 import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';

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

@@ -17,7 +17,6 @@ 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 type { TFindDocumentsResponse } from '@documenso/trpc/server/document-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
 import type { DataTableColumnDef } from '@documenso/ui/primitives/data-table';
 import { DataTable } from '@documenso/ui/primitives/data-table';
@@ -32,12 +31,12 @@ import { useOptionalCurrentTeam } from '~/providers/team';
 import { StackAvatarsWithTooltip } from '../general/stack-avatars-with-tooltip';
 
 export type DocumentsTableProps = {
-  data?: TFindDocumentsResponse;
+  data?: TFindInboxResponse;
   isLoading?: boolean;
   isLoadingError?: boolean;
 };
 
-type DocumentsTableRow = TFindDocumentsResponse['data'][number];
+type DocumentsTableRow = TFindInboxResponse['data'][number];
 
 export const InboxTable = () => {
   const { _, i18n } = useLingui();

apps/remix/app/components/tables/internal-audit-log-table.tsx

@@ -1,20 +1,18 @@
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
-import { DateTime } from 'luxon';
 import type { DateTimeFormatOptions } from 'luxon';
+import { DateTime } from 'luxon';
+import { P, match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 
 import { APP_I18N_OPTIONS } from '@documenso/lib/constants/i18n';
-import type { TDocumentAuditLog } from '@documenso/lib/types/document-audit-logs';
-import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
 import {
-  Table,
-  TableBody,
-  TableCell,
-  TableHead,
-  TableHeader,
-  TableRow,
-} from '@documenso/ui/primitives/table';
+  DOCUMENT_AUDIT_LOG_TYPE,
+  type TDocumentAuditLog,
+} from '@documenso/lib/types/document-audit-logs';
+import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
+import { cn } from '@documenso/ui/lib/utils';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
 
 export type AuditLogDataTableProps = {
   logs: TDocumentAuditLog[];
@@ -25,71 +23,129 @@ const dateFormat: DateTimeFormatOptions = {
   hourCycle: 'h12',
 };
 
+/**
+ * Get the color indicator for the audit log type
+ */
+
+const getAuditLogIndicatorColor = (type: string) =>
+  match(type)
+    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED, () => 'bg-green-500')
+    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_REJECTED, () => 'bg-red-500')
+    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_SENT, () => 'bg-orange-500')
+    .with(
+      P.union(
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_INSERTED,
+        DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_FIELD_UNINSERTED,
+      ),
+      () => 'bg-blue-500',
+    )
+    .otherwise(() => 'bg-muted');
+
 /**
  * DO NOT USE TRANS. YOU MUST USE _ FOR THIS FILE AND ALL CHILDREN COMPONENTS.
  */
+
+const formatUserAgent = (userAgent: string | null | undefined, userAgentInfo: UAParser.IResult) => {
+  if (!userAgent) {
+    return msg`N/A`;
+  }
+
+  const browser = userAgentInfo.browser.name;
+  const version = userAgentInfo.browser.version;
+  const os = userAgentInfo.os.name;
+
+  // If we can parse meaningful browser info, format it nicely
+  if (browser && os) {
+    const browserInfo = version ? `${browser} ${version}` : browser;
+
+    return msg`${browserInfo} on ${os}`;
+  }
+
+  return msg`${userAgent}`;
+};
+
 export const InternalAuditLogTable = ({ logs }: AuditLogDataTableProps) => {
   const { _ } = useLingui();
 
   const parser = new UAParser();
 
-  const uppercaseFistLetter = (text: string) => {
-    return text.charAt(0).toUpperCase() + text.slice(1);
-  };
-
   return (
-    <Table overflowHidden>
-      <TableHeader>
-        <TableRow>
-          <TableHead>{_(msg`Time`)}</TableHead>
-          <TableHead>{_(msg`User`)}</TableHead>
-          <TableHead>{_(msg`Action`)}</TableHead>
-          <TableHead>{_(msg`IP Address`)}</TableHead>
-          <TableHead>{_(msg`Browser`)}</TableHead>
-        </TableRow>
-      </TableHeader>
+    <div className="space-y-4">
+      {logs.map((log, index) => {
+        parser.setUA(log.userAgent || '');
+        const formattedAction = formatDocumentAuditLogAction(_, log);
+        const userAgentInfo = parser.getResult();
 
-      <TableBody className="print:text-xs">
-        {logs.map((log, i) => (
-          <TableRow className="break-inside-avoid" key={i}>
-            <TableCell>
-              {DateTime.fromJSDate(log.createdAt)
-                .setLocale(APP_I18N_OPTIONS.defaultLocale)
-                .toLocaleString(dateFormat)}
-            </TableCell>
+        return (
+          <Card
+            key={index}
+            // Add top margin for the first card to ensure it's not cut off from the 2nd page onwards
+            className={`border shadow-sm ${index > 0 ? 'print:mt-8' : ''}`}
+            style={{
+              pageBreakInside: 'avoid',
+              breakInside: 'avoid',
+            }}
+          >
+            <CardContent className="p-4">
+              {/* Header Section with indicator, event type, and timestamp */}
+              <div className="mb-3 flex items-start justify-between">
+                <div className="flex items-baseline gap-3">
+                  <div
+                    className={cn(`h-2 w-2 rounded-full`, getAuditLogIndicatorColor(log.type))}
+                  />
 
-            <TableCell>
-              {log.name || log.email ? (
-                <div>
-                  {log.name && (
-                    <p className="break-all" title={log.name}>
-                      {log.name}
-                    </p>
-                  )}
+                  <div>
+                    <div className="text-muted-foreground text-sm font-medium uppercase tracking-wide print:text-[8pt]">
+                      {log.type.replace(/_/g, ' ')}
+                    </div>
 
-                  {log.email && (
-                    <p className="text-muted-foreground break-all" title={log.email}>
-                      {log.email}
-                    </p>
-                  )}
+                    <div className="text-foreground text-sm font-medium print:text-[8pt]">
+                      {formattedAction.description}
+                    </div>
+                  </div>
                 </div>
-              ) : (
-                <p>N/A</p>
-              )}
-            </TableCell>
 
-            <TableCell>
-              {uppercaseFistLetter(formatDocumentAuditLogAction(_, log).description)}
-            </TableCell>
+                <div className="text-muted-foreground text-sm print:text-[8pt]">
+                  {DateTime.fromJSDate(log.createdAt)
+                    .setLocale(APP_I18N_OPTIONS.defaultLocale)
+                    .toLocaleString(dateFormat)}
+                </div>
+              </div>
 
-            <TableCell>{log.ipAddress}</TableCell>
+              <hr className="my-4" />
 
-            <TableCell>
-              {log.userAgent ? parser.setUA(log.userAgent).getBrowser().name : 'N/A'}
-            </TableCell>
-          </TableRow>
-        ))}
-      </TableBody>
-    </Table>
+              {/* Details Section - Two column layout */}
+              <div className="grid grid-cols-2 gap-x-8 gap-y-2 text-xs print:text-[6pt]">
+                <div>
+                  <div className="text-muted-foreground/70 font-medium uppercase tracking-wide">
+                    {_(msg`User`)}
+                  </div>
+
+                  <div className="text-foreground mt-1 font-mono">{log.email || 'N/A'}</div>
+                </div>
+
+                <div className="text-right">
+                  <div className="text-muted-foreground/70 font-medium uppercase tracking-wide">
+                    {_(msg`IP Address`)}
+                  </div>
+
+                  <div className="text-foreground mt-1 font-mono">{log.ipAddress || 'N/A'}</div>
+                </div>
+
+                <div className="col-span-2">
+                  <div className="text-muted-foreground/70 font-medium uppercase tracking-wide">
+                    {_(msg`User Agent`)}
+                  </div>
+
+                  <div className="text-foreground mt-1">
+                    {_(formatUserAgent(log.userAgent, userAgentInfo))}
+                  </div>
+                </div>
+              </div>
+            </CardContent>
+          </Card>
+        );
+      })}
+    </div>
   );
 };

apps/remix/app/components/tables/settings-security-passkey-table-actions.tsx

@@ -62,7 +62,7 @@ export const SettingsSecurityPasskeyTableActions = ({
   });
 
   const { mutateAsync: updatePasskey, isPending: isUpdatingPasskey } =
-    trpc.auth.updatePasskey.useMutation({
+    trpc.auth.passkey.update.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),
@@ -84,7 +84,7 @@ export const SettingsSecurityPasskeyTableActions = ({
     });
 
   const { mutateAsync: deletePasskey, isPending: isDeletingPasskey } =
-    trpc.auth.deletePasskey.useMutation({
+    trpc.auth.passkey.delete.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),

apps/remix/app/components/tables/settings-security-passkey-table.tsx

@@ -26,7 +26,7 @@ export const SettingsSecurityPasskeyTable = () => {
 
   const parsedSearchParams = ZUrlSearchParamsSchema.parse(Object.fromEntries(searchParams ?? []));
 
-  const { data, isLoading, isLoadingError } = trpc.auth.findPasskeys.useQuery(
+  const { data, isLoading, isLoadingError } = trpc.auth.passkey.find.useQuery(
     {
       page: parsedSearchParams.page,
       perPage: parsedSearchParams.perPage,

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

@@ -48,7 +48,7 @@ export default function AdminDocumentDetailsPage({ loaderData }: Route.Component
   const { toast } = useToast();
 
   const { mutate: resealDocument, isPending: isResealDocumentLoading } =
-    trpc.admin.resealDocument.useMutation({
+    trpc.admin.document.reseal.useMutation({
       onSuccess: () => {
         toast({
           title: _(msg`Success`),

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

@@ -33,7 +33,7 @@ export default function AdminDocumentsPage() {
   const perPage = searchParams?.get?.('perPage') ? Number(searchParams.get('perPage')) : undefined;
 
   const { data: findDocumentsData, isPending: isFindDocumentsLoading } =
-    trpc.admin.findDocuments.useQuery(
+    trpc.admin.document.find.useQuery(
       {
         query: debouncedTerm,
         page: page || 1,

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

@@ -2,14 +2,14 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { msg } from '@lingui/core/macro';
 import { useLingui } from '@lingui/react';
 import { Trans } from '@lingui/react/macro';
-import type { User } from '@prisma/client';
 import { useForm } from 'react-hook-form';
 import { useRevalidator } from 'react-router';
 import { Link } from 'react-router';
 import type { z } from 'zod';
 
 import { trpc } from '@documenso/trpc/react';
-import { ZAdminUpdateProfileMutationSchema } from '@documenso/trpc/server/admin-router/schema';
+import type { TGetUserResponse } from '@documenso/trpc/server/admin-router/get-user.types';
+import { ZUpdateUserRequestSchema } from '@documenso/trpc/server/admin-router/update-user.types';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Form,
@@ -27,17 +27,18 @@ import { AdminOrganisationCreateDialog } from '~/components/dialogs/admin-organi
 import { AdminUserDeleteDialog } from '~/components/dialogs/admin-user-delete-dialog';
 import { AdminUserDisableDialog } from '~/components/dialogs/admin-user-disable-dialog';
 import { AdminUserEnableDialog } from '~/components/dialogs/admin-user-enable-dialog';
+import { AdminUserResetTwoFactorDialog } from '~/components/dialogs/admin-user-reset-two-factor-dialog';
 import { GenericErrorLayout } from '~/components/general/generic-error-layout';
 import { AdminOrganisationsTable } from '~/components/tables/admin-organisations-table';
 
 import { MultiSelectRoleCombobox } from '../../../components/general/multiselect-role-combobox';
 
-const ZUserFormSchema = ZAdminUpdateProfileMutationSchema.omit({ id: true });
+const ZUserFormSchema = ZUpdateUserRequestSchema.omit({ id: true });
 
 type TUserFormSchema = z.infer<typeof ZUserFormSchema>;
 
 export default function UserPage({ params }: { params: { id: number } }) {
-  const { data: user, isLoading: isLoadingUser } = trpc.profile.getUser.useQuery(
+  const { data: user, isLoading: isLoadingUser } = trpc.admin.user.get.useQuery(
     {
       id: Number(params.id),
     },
@@ -77,14 +78,14 @@ export default function UserPage({ params }: { params: { id: number } }) {
   return <AdminUserPage user={user} />;
 }
 
-const AdminUserPage = ({ user }: { user: User }) => {
+const AdminUserPage = ({ user }: { user: TGetUserResponse }) => {
   const { _ } = useLingui();
   const { toast } = useToast();
   const { revalidate } = useRevalidator();
 
   const roles = user.roles ?? [];
 
-  const { mutateAsync: updateUserMutation } = trpc.admin.updateUser.useMutation();
+  const { mutateAsync: updateUserMutation } = trpc.admin.user.update.useMutation();
 
   const form = useForm<TUserFormSchema>({
     resolver: zodResolver(ZUserFormSchema),
@@ -219,10 +220,11 @@ const AdminUserPage = ({ user }: { user: User }) => {
         />
       </div>
 
-      <div className="mt-16 flex flex-col items-center gap-4">
-        {user && <AdminUserDeleteDialog user={user} />}
+      <div className="mt-16 flex flex-col gap-4">
+        {user && user.twoFactorEnabled && <AdminUserResetTwoFactorDialog user={user} />}
         {user && user.disabled && <AdminUserEnableDialog userToEnable={user} />}
         {user && !user.disabled && <AdminUserDisableDialog userToDisable={user} />}
+        {user && <AdminUserDeleteDialog user={user} />}
       </div>
     </div>
   );

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

@@ -46,6 +46,7 @@ export default function OrganisationSettingsDocumentPage() {
         documentDateFormat,
         includeSenderDetails,
         includeSigningCertificate,
+        includeAuditLog,
         signatureTypes,
       } = data;
 
@@ -54,7 +55,8 @@ export default function OrganisationSettingsDocumentPage() {
         documentLanguage === null ||
         documentDateFormat === null ||
         includeSenderDetails === null ||
-        includeSigningCertificate === null
+        includeSigningCertificate === null ||
+        includeAuditLog === null
       ) {
         throw new Error('Should not be possible.');
       }
@@ -68,6 +70,7 @@ export default function OrganisationSettingsDocumentPage() {
           documentDateFormat,
           includeSenderDetails,
           includeSigningCertificate,
+          includeAuditLog,
           typedSignatureEnabled: signatureTypes.includes(DocumentSignatureType.TYPE),
           uploadSignatureEnabled: signatureTypes.includes(DocumentSignatureType.UPLOAD),
           drawSignatureEnabled: signatureTypes.includes(DocumentSignatureType.DRAW),

apps/remix/app/routes/_authenticated+/o.$orgUrl.support.tsx

@@ -0,0 +1,125 @@
+import { useState } from 'react';
+
+import { Trans } from '@lingui/react/macro';
+import { BookIcon, HelpCircleIcon, Link2Icon } from 'lucide-react';
+import { Link, useSearchParams } from 'react-router';
+
+import { useCurrentOrganisation } from '@documenso/lib/client-only/providers/organisation';
+import { useSession } from '@documenso/lib/client-only/providers/session';
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { Button } from '@documenso/ui/primitives/button';
+
+import { SupportTicketForm } from '~/components/forms/support-ticket-form';
+import { appMetaTags } from '~/utils/meta';
+
+export function meta() {
+  return appMetaTags('Support');
+}
+
+export default function SupportPage() {
+  const [showForm, setShowForm] = useState(false);
+  const { user } = useSession();
+  const organisation = useCurrentOrganisation();
+
+  const [searchParams] = useSearchParams();
+
+  const teamId = searchParams.get('team');
+
+  const subscriptionStatus = organisation.subscription?.status;
+
+  const handleSuccess = () => {
+    setShowForm(false);
+  };
+
+  const handleCloseForm = () => {
+    setShowForm(false);
+  };
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+      <div className="mb-8">
+        <h1 className="flex flex-row items-center gap-2 text-3xl font-bold">
+          <HelpCircleIcon className="text-muted-foreground h-8 w-8" />
+          <Trans>Support</Trans>
+        </h1>
+
+        <p className="text-muted-foreground mt-2">
+          <Trans>Your current plan includes the following support channels:</Trans>
+        </p>
+
+        <div className="mt-6 flex flex-col gap-4">
+          <div className="rounded-lg border p-4">
+            <h2 className="flex items-center gap-2 text-lg font-bold">
+              <BookIcon className="text-muted-foreground h-5 w-5" />
+              <Link
+                to="https://docs.documenso.com"
+                target="_blank"
+                rel="noopener noreferrer"
+                className="hover:underline"
+              >
+                <Trans>Documentation</Trans>
+              </Link>
+            </h2>
+            <p className="text-muted-foreground mt-1">
+              <Trans>Read our documentation to get started with Documenso.</Trans>
+            </p>
+          </div>
+          <div className="rounded-lg border p-4">
+            <h2 className="flex items-center gap-2 text-lg font-bold">
+              <Link2Icon className="text-muted-foreground h-5 w-5" />
+              <Link
+                to="https://documen.so/discord"
+                target="_blank"
+                rel="noopener noreferrer"
+                className="hover:underline"
+              >
+                <Trans>Discord</Trans>
+              </Link>
+            </h2>
+            <p className="text-muted-foreground mt-1">
+              <Trans>
+                Join our community on{' '}
+                <Link
+                  to="https://documen.so/discord"
+                  target="_blank"
+                  rel="noopener noreferrer"
+                  className="hover:underline"
+                >
+                  Discord
+                </Link>{' '}
+                for community support and discussion.
+              </Trans>
+            </p>
+          </div>
+          {organisation && IS_BILLING_ENABLED() && subscriptionStatus && (
+            <>
+              <div className="rounded-lg border p-4">
+                <h2 className="flex items-center gap-2 text-lg font-bold">
+                  <Link2Icon className="text-muted-foreground h-5 w-5" />
+                  <Trans>Contact us</Trans>
+                </h2>
+                <p className="text-muted-foreground mt-1">
+                  <Trans>We'll get back to you as soon as possible via email.</Trans>
+                </p>
+                <div className="mt-4">
+                  {!showForm ? (
+                    <Button variant="outline" size="sm" onClick={() => setShowForm(true)}>
+                      <Trans>Create a support ticket</Trans>
+                    </Button>
+                  ) : (
+                    <SupportTicketForm
+                      organisationId={organisation.id}
+                      teamId={teamId}
+                      onSuccess={handleSuccess}
+                      onClose={handleCloseForm}
+                    />
+                  )}
+                </div>
+              </div>
+            </>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}

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

@@ -10,6 +10,7 @@ import { useSession } from '@documenso/lib/client-only/providers/session';
 import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
 import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
+import { logDocumentAccess } from '@documenso/lib/utils/logger';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { DocumentReadOnlyFields } from '@documenso/ui/components/document/document-read-only-fields';
 import { Badge } from '@documenso/ui/primitives/badge';
@@ -66,6 +67,7 @@ export async function loader({ params, request }: Route.LoaderArgs) {
   const documentVisibility = document?.visibility;
   const currentTeamMemberRole = team.currentTeamRole;
   const isRecipient = document?.recipients.find((recipient) => recipient.email === user.email);
+
   let canAccessDocument = true;
 
   if (!isRecipient && document?.userId !== user.id) {
@@ -83,6 +85,12 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(documentRootPath);
   }
 
+  logDocumentAccess({
+    request,
+    documentId,
+    userId: user.id,
+  });
+
   return superLoaderJson({
     document,
     documentRootPath,

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

@@ -9,6 +9,7 @@ import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/
 import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
 import { DocumentVisibility } from '@documenso/lib/types/document-visibility';
 import { isDocumentCompleted } from '@documenso/lib/utils/document';
+import { logDocumentAccess } from '@documenso/lib/utils/logger';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 
 import { DocumentEditForm } from '~/components/general/document/document-edit-form';
@@ -78,6 +79,12 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(`${documentRootPath}/${documentId}`);
   }
 
+  logDocumentAccess({
+    request,
+    documentId,
+    userId: user.id,
+  });
+
   return superLoaderJson({
     document: {
       ...document,

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

@@ -11,6 +11,7 @@ import { getSession } from '@documenso/auth/server/lib/utils/get-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { getTeamByUrl } from '@documenso/lib/server-only/team/get-team';
+import { logDocumentAccess } from '@documenso/lib/utils/logger';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { Card } from '@documenso/ui/primitives/card';
 
@@ -49,25 +50,27 @@ export async function loader({ params, request }: Route.LoaderArgs) {
     throw redirect(documentRootPath);
   }
 
-  if (document.folderId) {
-    throw redirect(documentRootPath);
-  }
-
   const recipients = await getRecipientsForDocument({
     documentId,
     userId: user.id,
     teamId: team?.id,
   });
 
+  logDocumentAccess({
+    request,
+    documentId,
+    userId: user.id,
+  });
+
   return {
     document,
-    documentRootPath,
     recipients,
+    documentRootPath,
   };
 }
 
 export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps) {
-  const { document, documentRootPath, recipients } = loaderData;
+  const { document, recipients, documentRootPath } = loaderData;
 
   const { _, i18n } = useLingui();
 
@@ -170,7 +173,7 @@ export default function DocumentsLogsPage({ loaderData }: Route.ComponentProps)
             <ul className="text-muted-foreground list-inside list-disc">
               {recipients.map((recipient) => (
                 <li key={`recipient-${recipient.id}`}>
-                  <span className="-ml-2">{formatRecipientText(recipient)}</span>
+                  <span>{formatRecipientText(recipient)}</span>
                 </li>
               ))}
             </ul>

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

@@ -12,10 +12,8 @@ import { parseToIntegerArray } from '@documenso/lib/utils/params';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { trpc } from '@documenso/trpc/react';
-import {
-  type TFindDocumentsInternalResponse,
-  ZFindDocumentsInternalRequestSchema,
-} from '@documenso/trpc/server/document-router/schema';
+import type { TFindDocumentsInternalResponse } from '@documenso/trpc/server/document-router/find-documents-internal.types';
+import { ZFindDocumentsInternalRequestSchema } from '@documenso/trpc/server/document-router/find-documents-internal.types';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
 

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

@@ -38,6 +38,7 @@ export default function TeamsSettingsPage() {
         documentDateFormat,
         includeSenderDetails,
         includeSigningCertificate,
+        includeAuditLog,
         signatureTypes,
       } = data;
 
@@ -50,6 +51,7 @@ export default function TeamsSettingsPage() {
           documentDateFormat,
           includeSenderDetails,
           includeSigningCertificate,
+          includeAuditLog,
           ...(signatureTypes.length === 0
             ? {
                 typedSignatureEnabled: null,

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

@@ -21,7 +21,7 @@ export function meta() {
 export default function ApiTokensPage() {
   const { i18n } = useLingui();
 
-  const { data: tokens } = trpc.apiToken.getTokens.useQuery();
+  const { data: tokens } = trpc.apiToken.getMany.useQuery();
 
   const team = useOptionalCurrentTeam();
 

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

@@ -9,6 +9,7 @@ import { trpc } from '@documenso/trpc/react';
 import { Avatar, AvatarFallback, AvatarImage } from '@documenso/ui/primitives/avatar';
 
 import { FolderGrid } from '~/components/general/folder/folder-grid';
+import { TemplateDropZoneWrapper } from '~/components/general/template/template-drop-zone-wrapper';
 import { TemplatesTable } from '~/components/tables/templates-table';
 import { useCurrentTeam } from '~/providers/team';
 import { appMetaTags } from '~/utils/meta';
@@ -36,51 +37,54 @@ export default function TemplatesPage() {
   });
 
   return (
-    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
-      <FolderGrid type={FolderType.TEMPLATE} parentId={folderId ?? null} />
-
-      <div className="mt-8">
-        <div className="flex flex-row items-center">
-          <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
-            {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
-            <AvatarFallback className="text-muted-foreground text-xs">
-              {team.name.slice(0, 1)}
-            </AvatarFallback>
-          </Avatar>
-
-          <h1 className="truncate text-2xl font-semibold md:text-3xl">
-            <Trans>Templates</Trans>
-          </h1>
-        </div>
+    <TemplateDropZoneWrapper>
+      <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+        <FolderGrid type={FolderType.TEMPLATE} parentId={folderId ?? null} />
 
         <div className="mt-8">
-          {data && data.count === 0 ? (
-            <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
-              <Bird className="h-12 w-12" strokeWidth={1.5} />
+          <div className="flex flex-row items-center">
+            <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+              {team.avatarImageId && <AvatarImage src={formatAvatarUrl(team.avatarImageId)} />}
+              <AvatarFallback className="text-muted-foreground text-xs">
+                {team.name.slice(0, 1)}
+              </AvatarFallback>
+            </Avatar>
 
-              <div className="text-center">
-                <h3 className="text-lg font-semibold">
-                  <Trans>We're all empty</Trans>
-                </h3>
+            <h1 className="truncate text-2xl font-semibold md:text-3xl">
+              <Trans>Templates</Trans>
+            </h1>
+          </div>
 
-                <p className="mt-2 max-w-[50ch]">
-                  <Trans>
-                    You have not yet created any templates. To create a template please upload one.
-                  </Trans>
-                </p>
+          <div className="mt-8">
+            {data && data.count === 0 ? (
+              <div className="text-muted-foreground/60 flex h-96 flex-col items-center justify-center gap-y-4">
+                <Bird className="h-12 w-12" strokeWidth={1.5} />
+
+                <div className="text-center">
+                  <h3 className="text-lg font-semibold">
+                    <Trans>We're all empty</Trans>
+                  </h3>
+
+                  <p className="mt-2 max-w-[50ch]">
+                    <Trans>
+                      You have not yet created any templates. To create a template please upload
+                      one.
+                    </Trans>
+                  </p>
+                </div>
               </div>
-            </div>
-          ) : (
-            <TemplatesTable
-              data={data}
-              isLoading={isLoading}
-              isLoadingError={isLoadingError}
-              documentRootPath={documentRootPath}
-              templateRootPath={templateRootPath}
-            />
-          )}
+            ) : (
+              <TemplatesTable
+                data={data}
+                isLoading={isLoading}
+                isLoadingError={isLoadingError}
+                documentRootPath={documentRootPath}
+                templateRootPath={templateRootPath}
+              />
+            )}
+          </div>
         </div>
       </div>
-    </div>
+    </TemplateDropZoneWrapper>
   );
 }

apps/remix/app/routes/_internal+/[__htmltopdf]+/audit-log.print.css

@@ -0,0 +1,5 @@
+@media print {
+  html {
+    font-size: 10pt;
+  }
+}

apps/remix/app/routes/_internal+/[__htmltopdf]+/audit-log.tsx

@@ -12,10 +12,17 @@ import { findDocumentAuditLogs } from '@documenso/lib/server-only/document/find-
 import { getTranslations } from '@documenso/lib/utils/i18n';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 
+import appStylesheet from '~/app.css?url';
 import { BrandingLogo } from '~/components/general/branding-logo';
 import { InternalAuditLogTable } from '~/components/tables/internal-audit-log-table';
 
 import type { Route } from './+types/audit-log';
+import auditLogStylesheet from './audit-log.print.css?url';
+
+export const links: Route.LinksFunction = () => [
+  { rel: 'stylesheet', href: appStylesheet },
+  { rel: 'stylesheet', href: auditLogStylesheet },
+];
 
 export async function loader({ request }: Route.LoaderArgs) {
   const d = new URL(request.url).searchParams.get('d');
@@ -76,8 +83,8 @@ export default function AuditLog({ loaderData }: Route.ComponentProps) {
 
   return (
     <div className="print-provider pointer-events-none mx-auto max-w-screen-md">
-      <div className="flex items-center">
-        <h1 className="my-8 text-2xl font-bold">{_(msg`Version History`)}</h1>
+      <div className="mb-6 border-b pb-4">
+        <h1 className="text-xl font-semibold">{_(msg`Audit Log`)}</h1>
       </div>
 
       <Card>
@@ -157,11 +164,9 @@ export default function AuditLog({ loaderData }: Route.ComponentProps) {
         </CardContent>
       </Card>
 
-      <Card className="mt-8">
-        <CardContent className="p-0">
-          <InternalAuditLogTable logs={auditLogs} />
-        </CardContent>
-      </Card>
+      <div className="mt-8">
+        <InternalAuditLogTable logs={auditLogs} />
+      </div>
 
       <div className="my-8 flex-row-reverse">
         <div className="flex items-end justify-end gap-x-4">

apps/remix/app/routes/_unauthenticated+/organisation.invite.$token.tsx

@@ -45,6 +45,9 @@ export async function loader({ params, request }: Route.LoaderArgs) {
         mode: 'insensitive',
       },
     },
+    select: {
+      id: true,
+    },
   });
 
   // Directly convert the team member invite to a team member if they already have an account.

apps/remix/package.json

@@ -101,5 +101,5 @@
     "vite-plugin-babel-macros": "^1.0.6",
     "vite-tsconfig-paths": "^5.1.4"
   },
-  "version": "1.12.2-rc.3"
+  "version": "1.12.2-rc.6"
 }

docker/testing/compose.yml

@@ -51,4 +51,4 @@ services:
     ports:
       - 3000:3000
     volumes:
-      - ../../apps/web/example/cert.p12:/opt/documenso/cert.p12
+      - ../../apps/remix/example/cert.p12:/opt/documenso/cert.p12

package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "@documenso/root",
-  "version": "1.12.2-rc.3",
+  "version": "1.12.2-rc.6",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "@documenso/root",
-      "version": "1.12.2-rc.3",
+      "version": "1.12.2-rc.6",
       "workspaces": [
         "apps/*",
         "packages/*"
@@ -89,7 +89,7 @@
     },
     "apps/remix": {
       "name": "@documenso/remix",
-      "version": "1.12.2-rc.3",
+      "version": "1.12.2-rc.6",
       "dependencies": {
         "@documenso/api": "*",
         "@documenso/assets": "*",
@@ -3522,6 +3522,15 @@
       "integrity": "sha512-MDWhGtE+eHw5JW7lq4qhc5yRLS11ERl1c7Z6Xd0a58DozHES6EnNNwUWbMiG4J9Cgj053Bhk8zvlhFYKVhULwg==",
       "license": "MIT"
     },
+    "node_modules/@graphql-typed-document-node/core": {
+      "version": "3.2.0",
+      "resolved": "https://registry.npmjs.org/@graphql-typed-document-node/core/-/core-3.2.0.tgz",
+      "integrity": "sha512-mB9oAsNCm9aM3/SOv4YtBMqZbYj10R7dkq8byBqxGY/ncFwhf2oQzMV+LCRlWoDSEBJ3COiR1yeDvMtsoOsuFQ==",
+      "license": "MIT",
+      "peerDependencies": {
+        "graphql": "^0.8.0 || ^0.9.0 || ^0.10.0 || ^0.11.0 || ^0.12.0 || ^0.13.0 || ^14.0.0 || ^15.0.0 || ^16.0.0 || ^17.0.0"
+      }
+    },
     "node_modules/@grpc/grpc-js": {
       "version": "1.13.3",
       "resolved": "https://registry.npmjs.org/@grpc/grpc-js/-/grpc-js-1.13.3.tgz",
@@ -11826,6 +11835,20 @@
         "url": "https://github.com/sponsors/tannerlinsley"
       }
     },
+    "node_modules/@team-plain/typescript-sdk": {
+      "version": "5.9.0",
+      "resolved": "https://registry.npmjs.org/@team-plain/typescript-sdk/-/typescript-sdk-5.9.0.tgz",
+      "integrity": "sha512-AHSXyt1kDt74m9YKZBCRCd6cQjB8QjUNr9cehtR2QHzZ/8yXJPzawPJDqOQ3ms5KvwuYrBx2qT3e6C/zrQ5UtA==",
+      "license": "MIT",
+      "dependencies": {
+        "@graphql-typed-document-node/core": "^3.2.0",
+        "ajv": "^8.12.0",
+        "ajv-formats": "^2.1.1",
+        "graphql": "^16.6.0",
+        "lodash.get": "^4.4.2",
+        "zod": "3.22.4"
+      }
+    },
     "node_modules/@theguild/remark-mermaid": {
       "version": "0.0.5",
       "resolved": "https://registry.npmjs.org/@theguild/remark-mermaid/-/remark-mermaid-0.0.5.tgz",
@@ -13235,7 +13258,6 @@
       "version": "8.17.1",
       "resolved": "https://registry.npmjs.org/ajv/-/ajv-8.17.1.tgz",
       "integrity": "sha512-B/gBuNg5SiMTrPkC+A2+cW0RszwxYmn6VYxB/inlBStS5nx6xHIt/ehKRhIMhqusl7a8LjQoZnjCs5vhwxOQ1g==",
-      "dev": true,
       "license": "MIT",
       "dependencies": {
         "fast-deep-equal": "^3.1.3",
@@ -13248,6 +13270,23 @@
         "url": "https://github.com/sponsors/epoberezkin"
       }
     },
+    "node_modules/ajv-formats": {
+      "version": "2.1.1",
+      "resolved": "https://registry.npmjs.org/ajv-formats/-/ajv-formats-2.1.1.tgz",
+      "integrity": "sha512-Wx0Kx52hxE7C18hkMEggYlEifqWZtYaRgouJor+WMdPnQyEK13vgEWyVNup7SoeeoLMsr4kf5h6dOW11I15MUA==",
+      "license": "MIT",
+      "dependencies": {
+        "ajv": "^8.0.0"
+      },
+      "peerDependencies": {
+        "ajv": "^8.0.0"
+      },
+      "peerDependenciesMeta": {
+        "ajv": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/ansi-escapes": {
       "version": "4.3.2",
       "resolved": "https://registry.npmjs.org/ansi-escapes/-/ansi-escapes-4.3.2.tgz",
@@ -18771,7 +18810,6 @@
       "version": "3.0.6",
       "resolved": "https://registry.npmjs.org/fast-uri/-/fast-uri-3.0.6.tgz",
       "integrity": "sha512-Atfo14OibSv5wAp4VWNsFYE1AchQRTv9cBGWET4pZWHzYshFSS9NQI6I57rdKn9croWVMbYFbLhJ+yJvmZIIHw==",
-      "dev": true,
       "funding": [
         {
           "type": "github",
@@ -19847,6 +19885,15 @@
       "integrity": "sha512-EtKwoO6kxCL9WO5xipiHTZlSzBm7WLT627TqC/uVRd0HKmq8NXyebnNYxDoBi7wt8eTWrUrKXCOVaFq9x1kgag==",
       "license": "MIT"
     },
+    "node_modules/graphql": {
+      "version": "16.11.0",
+      "resolved": "https://registry.npmjs.org/graphql/-/graphql-16.11.0.tgz",
+      "integrity": "sha512-mS1lbMsxgQj6hge1XZ6p7GPhbrtFwUFYi3wRzXAC/FmYnyXMTvvI3td3rjmQ2u8ewXueaSvRPWaEcgVVOT9Jnw==",
+      "license": "MIT",
+      "engines": {
+        "node": "^12.22.0 || ^14.16.0 || ^16.0.0 || >=17.0.0"
+      }
+    },
     "node_modules/gray-matter": {
       "version": "4.0.3",
       "resolved": "https://registry.npmjs.org/gray-matter/-/gray-matter-4.0.3.tgz",
@@ -22329,7 +22376,6 @@
       "version": "1.0.0",
       "resolved": "https://registry.npmjs.org/json-schema-traverse/-/json-schema-traverse-1.0.0.tgz",
       "integrity": "sha512-NM8/P9n3XjXhIZn1lLhkFaACTOURQXjWhV4BA/RnOv8xvgqtqpAX9IO4mRQxSx1Rlo4tqzeqb0sOlruaOy3dug==",
-      "dev": true,
       "license": "MIT"
     },
     "node_modules/json-stable-stringify-without-jsonify": {
@@ -30570,7 +30616,6 @@
       "version": "2.0.2",
       "resolved": "https://registry.npmjs.org/require-from-string/-/require-from-string-2.0.2.tgz",
       "integrity": "sha512-Xf0nWe6RseziFMu+Ap9biiUbmplq6S9/p+7w7YXP/JBHhrUDDUhwa+vANyubuqfZWTveU//DYVGsDG7RKL/vEw==",
-      "dev": true,
       "license": "MIT",
       "engines": {
         "node": ">=0.10.0"
@@ -36583,6 +36628,7 @@
         "@pdf-lib/fontkit": "^1.1.1",
         "@scure/base": "^1.1.3",
         "@sindresorhus/slugify": "^2.2.1",
+        "@team-plain/typescript-sdk": "^5.9.0",
         "@vvo/tzdb": "^6.117.0",
         "csv-parse": "^5.6.0",
         "inngest": "^3.19.13",

package.json

@@ -1,6 +1,6 @@
 {
   "private": true,
-  "version": "1.12.2-rc.3",
+  "version": "1.12.2-rc.6",
   "scripts": {
     "build": "turbo run build",
     "dev": "turbo run dev --filter=@documenso/remix",

packages/api/v1/implementation.ts

@@ -34,6 +34,7 @@ import { createTemplate } from '@documenso/lib/server-only/template/create-templ
 import { deleteTemplate } from '@documenso/lib/server-only/template/delete-template';
 import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
 import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
 import { extractDerivedDocumentEmailSettings } from '@documenso/lib/types/document-email';
 import {
   ZCheckboxFieldMeta,
@@ -330,6 +331,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         userId: user.id,
         teamId: team?.id,
         formValues: body.formValues,
+        folderId: body.folderId,
         documentDataId: documentData.id,
         requestMetadata: metadata,
       });
@@ -736,6 +738,7 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
           teamId: team?.id,
           recipients: body.recipients,
           prefillFields: body.prefillFields,
+          folderId: body.folderId,
           override: {
             title: body.title,
             ...body.meta,
@@ -978,10 +981,12 @@ export const ApiContractV1Implementation = tsr.router(ApiContractV1, {
         userId: user.id,
         teamId: team?.id,
         recipients: [
-          ...recipients.map(({ email, name }) => ({
-            email,
-            name,
-            role,
+          ...recipients.map((recipient) => ({
+            email: recipient.email,
+            name: recipient.name,
+            role: recipient.role,
+            signingOrder: recipient.signingOrder,
+            actionAuth: ZRecipientAuthOptionsSchema.parse(recipient.authOptions)?.actionAuth ?? [],
           })),
           {
             email,

packages/api/v1/schema.ts

@@ -33,7 +33,7 @@ export const ZNoBodyMutationSchema = null;
  */
 export const ZGetDocumentsQuerySchema = z.object({
   page: z.coerce.number().min(1).optional().default(1),
-  perPage: z.coerce.number().min(1).optional().default(1),
+  perPage: z.coerce.number().min(1).optional().default(10),
 });
 
 export type TGetDocumentsQuerySchema = z.infer<typeof ZGetDocumentsQuerySchema>;
@@ -136,6 +136,12 @@ export type TUploadDocumentSuccessfulSchema = z.infer<typeof ZUploadDocumentSucc
 export const ZCreateDocumentMutationSchema = z.object({
   title: z.string().min(1),
   externalId: z.string().nullish(),
+  folderId: z
+    .string()
+    .describe(
+      'The ID of the folder to create the document in. If not provided, the document will be created in the root folder.',
+    )
+    .optional(),
   recipients: z.array(
     z.object({
       name: z.string().min(1),
@@ -287,6 +293,12 @@ export type TCreateDocumentFromTemplateMutationResponseSchema = z.infer<
 export const ZGenerateDocumentFromTemplateMutationSchema = z.object({
   title: z.string().optional(),
   externalId: z.string().optional(),
+  folderId: z
+    .string()
+    .describe(
+      'The ID of the folder to create the document in. If not provided, the document will be created in the root folder.',
+    )
+    .optional(),
   recipients: z
     .array(
       z.object({
@@ -625,5 +637,5 @@ export const ZSuccessfulGetTemplatesResponseSchema = z.object({
 
 export const ZGetTemplatesQuerySchema = z.object({
   page: z.coerce.number().min(1).optional().default(1),
-  perPage: z.coerce.number().min(1).optional().default(1),
+  perPage: z.coerce.number().min(1).optional().default(10),
 });

packages/app-tests/e2e/api/v2/test-unauthorized-api-access.spec.ts

@@ -1178,13 +1178,12 @@ test.describe('Unauthorized Access - Document API V2', () => {
     const { user: firstRecipientUser } = await seedUser();
     const { user: secondRecipientUser } = await seedUser();
 
-    await prisma.template.update({
+    const updatedTemplate = await prisma.template.update({
       where: { id: template.id },
       data: {
         recipients: {
           create: [
             {
-              id: firstRecipientUser.id,
               name: firstRecipientUser.name || '',
               email: firstRecipientUser.email,
               token: nanoid(12),
@@ -1193,7 +1192,6 @@ test.describe('Unauthorized Access - Document API V2', () => {
               signingStatus: SigningStatus.NOT_SIGNED,
             },
             {
-              id: secondRecipientUser.id,
               name: secondRecipientUser.name || '',
               email: secondRecipientUser.email,
               token: nanoid(12),
@@ -1204,21 +1202,35 @@ test.describe('Unauthorized Access - Document API V2', () => {
           ],
         },
       },
+      include: {
+        recipients: true,
+      },
     });
 
+    const recipientAId = updatedTemplate.recipients.find(
+      (recipient) => recipient.email === firstRecipientUser.email,
+    )?.id;
+    const recipientBId = updatedTemplate.recipients.find(
+      (recipient) => recipient.email === secondRecipientUser.email,
+    )?.id;
+
+    if (!recipientAId || !recipientBId) {
+      throw new Error('Recipient IDs not found');
+    }
+
     const res = await request.post(`${WEBAPP_BASE_URL}/api/v2-beta/template/use`, {
       headers: { Authorization: `Bearer ${tokenB}` },
       data: {
         templateId: template.id,
         recipients: [
           {
-            id: firstRecipientUser.id,
+            id: recipientAId,
             name: firstRecipientUser.name,
             email: firstRecipientUser.email,
             role: RecipientRole.SIGNER,
           },
           {
-            id: secondRecipientUser.id,
+            id: recipientBId,
             name: secondRecipientUser.name,
             email: secondRecipientUser.email,
             role: RecipientRole.SIGNER,

packages/app-tests/e2e/document-flow/autosave-fields-step.spec.ts

@@ -0,0 +1,293 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const setupDocumentAndNavigateToFieldsStep = async (page: Page) => {
+  const { user, team } = await seedUser();
+  const document = await seedBlankDocument(user, team.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+
+  await page.getByRole('button', { name: 'Add signer' }).click();
+
+  await page.getByPlaceholder('Email').nth(1).fill('recipient2@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Recipient 2');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  return { user, team, document };
+};
+
+const triggerAutosave = async (page: Page) => {
+  await page.locator('#document-flow-form-container').click();
+  await page.locator('#document-flow-form-container').blur();
+
+  await page.waitForTimeout(5000);
+};
+
+test.describe('AutoSave Fields Step', () => {
+  test('should autosave the fields without advanced settings', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByTestId('field-advanced-settings-footer').waitFor({ state: 'visible' });
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Cancel' })
+      .click();
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 500,
+      },
+    });
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedFields = await getFieldsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedFields.length).toBe(3);
+      expect(retrievedFields[0].type).toBe('SIGNATURE');
+      expect(retrievedFields[1].type).toBe('TEXT');
+      expect(retrievedFields[2].type).toBe('SIGNATURE');
+    }).toPass();
+  });
+
+  test('should autosave the field deletion', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByTestId('field-advanced-settings-footer').waitFor({ state: 'visible' });
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Cancel' })
+      .click();
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 500,
+      },
+    });
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).click();
+
+    await page.getByText('Text').nth(1).click();
+    await page.getByRole('button', { name: 'Remove' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedFields = await getFieldsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedFields.length).toBe(2);
+      expect(retrievedFields[0].type).toBe('SIGNATURE');
+      expect(retrievedFields[1].type).toBe('SIGNATURE');
+    }).toPass();
+  });
+
+  test('should autosave the field duplication', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByTestId('field-advanced-settings-footer').waitFor({ state: 'visible' });
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Cancel' })
+      .click();
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 500,
+      },
+    });
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).click();
+
+    await page.getByText('Signature').nth(1).click();
+    await page.getByRole('button', { name: 'Duplicate', exact: true }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedFields = await getFieldsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedFields.length).toBe(4);
+      expect(retrievedFields[0].type).toBe('SIGNATURE');
+      expect(retrievedFields[1].type).toBe('TEXT');
+      expect(retrievedFields[2].type).toBe('SIGNATURE');
+      expect(retrievedFields[3].type).toBe('SIGNATURE');
+    }).toPass();
+  });
+
+  test('should autosave the fields with advanced settings', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByRole('textbox', { name: 'Field label' }).fill('Test Field');
+    await page.getByRole('textbox', { name: 'Field placeholder' }).fill('Test Placeholder');
+    await page.getByRole('textbox', { name: 'Add text to the field' }).fill('Test Text');
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Save' })
+      .click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedFields = await getFieldsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedFields.length).toBe(2);
+      expect(retrievedFields[0].type).toBe('SIGNATURE');
+      expect(retrievedFields[1].type).toBe('TEXT');
+
+      const textField = retrievedFields[1];
+      expect(textField.fieldMeta).toBeDefined();
+
+      if (
+        textField.fieldMeta &&
+        typeof textField.fieldMeta === 'object' &&
+        'type' in textField.fieldMeta
+      ) {
+        expect(textField.fieldMeta.type).toBe('text');
+        expect(textField.fieldMeta.label).toBe('Test Field');
+        expect(textField.fieldMeta.placeholder).toBe('Test Placeholder');
+
+        if (textField.fieldMeta.type === 'text') {
+          expect(textField.fieldMeta.text).toBe('Test Text');
+        }
+      } else {
+        throw new Error('fieldMeta should be defined and contain advanced settings');
+      }
+    }).toPass();
+  });
+});

packages/app-tests/e2e/document-flow/autosave-settings-step.spec.ts

@@ -0,0 +1,243 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+const setupDocument = async (page: Page) => {
+  const { user, team } = await seedUser();
+
+  const document = await seedBlankDocument(user, team.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  return { user, team, document };
+};
+
+const triggerAutosave = async (page: Page) => {
+  await page.locator('#document-flow-form-container').click();
+  await page.locator('#document-flow-form-container').blur();
+
+  await page.waitForTimeout(5000);
+};
+
+test.describe('AutoSave Settings Step', () => {
+  test('should autosave the title change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    const newDocumentTitle = 'New Document Title';
+
+    await page.getByRole('textbox', { name: 'Title *' }).fill(newDocumentTitle);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      await expect(page.getByRole('textbox', { name: 'Title *' })).toHaveValue(retrieved.title);
+    }).toPass();
+  });
+
+  test('should autosave the language change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    const newDocumentLanguage = 'French';
+    const expectedLanguageCode = 'fr';
+
+    await page.getByRole('combobox').first().click();
+    await page.getByRole('option', { name: newDocumentLanguage }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.documentMeta?.language).toBe(expectedLanguageCode);
+    }).toPass();
+  });
+
+  test('should autosave the document access change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    const access = 'Require account';
+    const accessValue = 'ACCOUNT';
+
+    await page.getByRole('combobox').nth(1).click();
+    await page.getByRole('option', { name: access }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.authOptions?.globalAccessAuth).toContain(accessValue);
+    }).toPass();
+  });
+
+  test('should autosave the external ID change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    const newExternalId = '1234567890';
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('textbox', { name: 'External ID' }).fill(newExternalId);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.externalId).toBe(newExternalId);
+    }).toPass();
+  });
+
+  test('should autosave the allowed signature types change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('combobox').nth(3).click();
+    await page.getByRole('option', { name: 'Draw' }).click();
+    await page.getByRole('option', { name: 'Type' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.documentMeta?.drawSignatureEnabled).toBe(false);
+      expect(retrieved.documentMeta?.typedSignatureEnabled).toBe(false);
+      expect(retrieved.documentMeta?.uploadSignatureEnabled).toBe(true);
+    }).toPass();
+  });
+
+  test('should autosave the date format change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('combobox').nth(4).click();
+    await page.getByRole('option', { name: 'ISO 8601', exact: true }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.documentMeta?.dateFormat).toBe("yyyy-MM-dd'T'HH:mm:ss.SSSXXX");
+    }).toPass();
+  });
+
+  test('should autosave the timezone change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('combobox').nth(5).click();
+    await page.getByRole('option', { name: 'Europe/London' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.documentMeta?.timezone).toBe('Europe/London');
+    }).toPass();
+  });
+
+  test('should autosave the redirect URL change', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    const newRedirectUrl = 'https://documenso.com/test/';
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('textbox', { name: 'Redirect URL' }).fill(newRedirectUrl);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.documentMeta?.redirectUrl).toBe(newRedirectUrl);
+    }).toPass();
+  });
+
+  test('should autosave multiple field changes together', async ({ page }) => {
+    const { user, document, team } = await setupDocument(page);
+
+    const newTitle = 'Updated Document Title';
+    await page.getByRole('textbox', { name: 'Title *' }).fill(newTitle);
+
+    await page.getByRole('combobox').first().click();
+    await page.getByRole('option', { name: 'German' }).click();
+
+    await page.getByRole('combobox').nth(1).click();
+    await page.getByRole('option', { name: 'Require account' }).click();
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+    const newExternalId = 'MULTI-TEST-123';
+    await page.getByRole('textbox', { name: 'External ID' }).fill(newExternalId);
+
+    await page.getByRole('combobox').nth(5).click();
+    await page.getByRole('option', { name: 'Europe/Berlin' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrieved = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrieved.title).toBe(newTitle);
+      expect(retrieved.documentMeta?.language).toBe('de');
+      expect(retrieved.authOptions?.globalAccessAuth).toContain('ACCOUNT');
+      expect(retrieved.externalId).toBe(newExternalId);
+      expect(retrieved.documentMeta?.timezone).toBe('Europe/Berlin');
+    }).toPass();
+  });
+});

packages/app-tests/e2e/document-flow/autosave-signers-step.spec.ts

@@ -0,0 +1,168 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+const setupDocumentAndNavigateToSignersStep = async (page: Page) => {
+  const { user, team } = await seedUser();
+  const document = await seedBlankDocument(user, team.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  return { user, team, document };
+};
+
+const triggerAutosave = async (page: Page) => {
+  await page.locator('#document-flow-form-container').click();
+  await page.locator('#document-flow-form-container').blur();
+
+  await page.waitForTimeout(5000);
+};
+
+const addSignerAndSave = async (page: Page) => {
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+
+  await triggerAutosave(page);
+};
+
+test.describe('AutoSave Signers Step', () => {
+  test('should autosave the signers addition', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await expect(async () => {
+      const retrievedRecipients = await getRecipientsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedRecipients.length).toBe(1);
+      expect(retrievedRecipients[0].email).toBe('recipient1@documenso.com');
+      expect(retrievedRecipients[0].name).toBe('Recipient 1');
+    }).toPass();
+  });
+
+  test('should autosave the signer deletion', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await page.getByRole('button', { name: 'Add myself' }).click();
+    await triggerAutosave(page);
+
+    await page.getByTestId('remove-signer-button').first().click();
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedRecipients = await getRecipientsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedRecipients.length).toBe(1);
+      expect(retrievedRecipients[0].email).toBe(user.email);
+      expect(retrievedRecipients[0].name).toBe(user.name);
+    }).toPass();
+  });
+
+  test('should autosave the signer update', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await page.getByPlaceholder('Name').fill('Documenso Manager');
+    await page.getByPlaceholder('Email').fill('manager@documenso.com');
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Receives copy' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedRecipients = await getRecipientsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedRecipients.length).toBe(1);
+      expect(retrievedRecipients[0].email).toBe('manager@documenso.com');
+      expect(retrievedRecipients[0].name).toBe('Documenso Manager');
+      expect(retrievedRecipients[0].role).toBe('CC');
+    }).toPass();
+  });
+
+  test('should autosave the signing order change', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await page.getByRole('button', { name: 'Add signer' }).click();
+
+    await page.getByTestId('signer-email-input').nth(1).fill('recipient2@documenso.com');
+    await page.getByLabel('Name').nth(1).fill('Recipient 2');
+
+    await page.getByRole('button', { name: 'Add Signer' }).click();
+
+    await page.getByTestId('signer-email-input').nth(2).fill('recipient3@documenso.com');
+    await page.getByLabel('Name').nth(2).fill('Recipient 3');
+
+    await triggerAutosave(page);
+
+    await page.getByLabel('Enable signing order').check();
+    await page.getByLabel('Allow signers to dictate next signer').check();
+    await triggerAutosave(page);
+
+    await page.getByTestId('signing-order-input').nth(0).fill('3');
+    await page.getByTestId('signing-order-input').nth(0).blur();
+    await triggerAutosave(page);
+
+    await page.getByTestId('signing-order-input').nth(1).fill('1');
+    await page.getByTestId('signing-order-input').nth(1).blur();
+    await triggerAutosave(page);
+
+    await page.getByTestId('signing-order-input').nth(2).fill('2');
+    await page.getByTestId('signing-order-input').nth(2).blur();
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedDocumentData = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      const retrievedRecipients = await getRecipientsForDocument({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedDocumentData.documentMeta?.signingOrder).toBe('SEQUENTIAL');
+      expect(retrievedDocumentData.documentMeta?.allowDictateNextSigner).toBe(true);
+      expect(retrievedRecipients.length).toBe(3);
+      expect(retrievedRecipients[0].signingOrder).toBe(2);
+      expect(retrievedRecipients[1].signingOrder).toBe(3);
+      expect(retrievedRecipients[2].signingOrder).toBe(1);
+    }).toPass();
+  });
+});

packages/app-tests/e2e/document-flow/autosave-subject-step.spec.ts

@@ -0,0 +1,200 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+export const setupDocumentAndNavigateToSubjectStep = async (page: Page) => {
+  const { user, team } = await seedUser();
+  const document = await seedBlankDocument(user, team.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await page.getByRole('button', { name: 'Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await expect(page.getByRole('heading', { name: 'Distribute Document' })).toBeVisible();
+
+  return { user, team, document };
+};
+
+export const triggerAutosave = async (page: Page) => {
+  await page.locator('#document-flow-form-container').click();
+  await page.locator('#document-flow-form-container').blur();
+
+  await page.waitForTimeout(5000);
+};
+
+test.describe('AutoSave Subject Step', () => {
+  test('should autosave the subject field', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSubjectStep(page);
+
+    const subject = 'Hello world!';
+
+    await page.getByRole('textbox', { name: 'Subject (Optional)' }).fill(subject);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedDocumentData = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      await expect(page.getByRole('textbox', { name: 'Subject (Optional)' })).toHaveValue(
+        retrievedDocumentData.documentMeta?.subject ?? '',
+      );
+    }).toPass();
+  });
+
+  test('should autosave the message field', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSubjectStep(page);
+
+    const message = 'Please review and sign this important document. Thank you!';
+
+    await page.getByRole('textbox', { name: 'Message (Optional)' }).fill(message);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedDocumentData = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      await expect(page.getByRole('textbox', { name: 'Message (Optional)' })).toHaveValue(
+        retrievedDocumentData.documentMeta?.message ?? '',
+      );
+    }).toPass();
+  });
+
+  test('should autosave the email settings checkboxes', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSubjectStep(page);
+
+    // Toggle some email settings checkboxes (randomly - some checked, some unchecked)
+    await page.getByText('Send recipient signed email').click();
+    await page.getByText('Send recipient removed email').click();
+    await page.getByText('Send document completed email', { exact: true }).click();
+    await page.getByText('Send document deleted email').click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedDocumentData = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      const emailSettings = retrievedDocumentData.documentMeta?.emailSettings;
+
+      await expect(page.getByText('Send recipient signed email')).toBeChecked({
+        checked: emailSettings?.recipientSigned,
+      });
+      await expect(page.getByText('Send recipient removed email')).toBeChecked({
+        checked: emailSettings?.recipientRemoved,
+      });
+      await expect(page.getByText('Send document completed email', { exact: true })).toBeChecked({
+        checked: emailSettings?.documentCompleted,
+      });
+      await expect(page.getByText('Send document deleted email')).toBeChecked({
+        checked: emailSettings?.documentDeleted,
+      });
+
+      await expect(page.getByText('Send recipient signing request email')).toBeChecked({
+        checked: emailSettings?.recipientSigningRequest,
+      });
+      await expect(page.getByText('Send document pending email')).toBeChecked({
+        checked: emailSettings?.documentPending,
+      });
+      await expect(page.getByText('Send document completed email to the owner')).toBeChecked({
+        checked: emailSettings?.ownerDocumentCompleted,
+      });
+    }).toPass();
+  });
+
+  test('should autosave all fields and settings together', async ({ page }) => {
+    const { user, document, team } = await setupDocumentAndNavigateToSubjectStep(page);
+
+    const subject = 'Combined Test Subject - Please Sign';
+    const message =
+      'This is a comprehensive test message for autosave functionality. Please review and sign at your earliest convenience.';
+
+    await page.getByRole('textbox', { name: 'Subject (Optional)' }).fill(subject);
+    await page.getByRole('textbox', { name: 'Message (Optional)' }).fill(message);
+
+    await page.getByText('Send recipient signed email').click();
+    await page.getByText('Send recipient removed email').click();
+    await page.getByText('Send document completed email', { exact: true }).click();
+    await page.getByText('Send document deleted email').click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedDocumentData = await getDocumentById({
+        documentId: document.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedDocumentData.documentMeta?.subject).toBe(subject);
+      expect(retrievedDocumentData.documentMeta?.message).toBe(message);
+      expect(retrievedDocumentData.documentMeta?.emailSettings).toBeDefined();
+
+      await expect(page.getByRole('textbox', { name: 'Subject (Optional)' })).toHaveValue(
+        retrievedDocumentData.documentMeta?.subject ?? '',
+      );
+      await expect(page.getByRole('textbox', { name: 'Message (Optional)' })).toHaveValue(
+        retrievedDocumentData.documentMeta?.message ?? '',
+      );
+
+      await expect(page.getByText('Send recipient signed email')).toBeChecked({
+        checked: retrievedDocumentData.documentMeta?.emailSettings?.recipientSigned,
+      });
+      await expect(page.getByText('Send recipient removed email')).toBeChecked({
+        checked: retrievedDocumentData.documentMeta?.emailSettings?.recipientRemoved,
+      });
+      await expect(page.getByText('Send document completed email', { exact: true })).toBeChecked({
+        checked: retrievedDocumentData.documentMeta?.emailSettings?.documentCompleted,
+      });
+      await expect(page.getByText('Send document deleted email')).toBeChecked({
+        checked: retrievedDocumentData.documentMeta?.emailSettings?.documentDeleted,
+      });
+
+      await expect(page.getByText('Send recipient signing request email')).toBeChecked({
+        checked: retrievedDocumentData.documentMeta?.emailSettings?.recipientSigningRequest,
+      });
+      await expect(page.getByText('Send document pending email')).toBeChecked({
+        checked: retrievedDocumentData.documentMeta?.emailSettings?.documentPending,
+      });
+      await expect(page.getByText('Send document completed email to the owner')).toBeChecked({
+        checked: retrievedDocumentData.documentMeta?.emailSettings?.ownerDocumentCompleted,
+      });
+    }).toPass();
+  });
+});

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

@@ -534,9 +534,6 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
   await page.getByLabel('Title').fill(documentTitle);
   await page.getByRole('button', { name: 'Continue' }).click();
 
-  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
-  await page.getByLabel('Enable signing order').check();
-
   for (let i = 1; i <= 3; i++) {
     if (i > 1) {
       await page.getByRole('button', { name: 'Add Signer' }).click();
@@ -558,6 +555,9 @@ test('[DOCUMENT_FLOW]: should be able to create and sign a document with 3 recip
       .fill(`User ${i}`);
   }
 
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+  await page.getByLabel('Enable signing order').check();
+
   await page.getByRole('button', { name: 'Continue' }).click();
 
   await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();

packages/app-tests/e2e/folders/team-account-folders.spec.ts

@@ -379,10 +379,11 @@ test('[TEAMS]: can create a template inside a template folder', async ({ page })
     .filter({ hasText: /^Upload Template DocumentDrag & drop your PDF here\.$/ })
     .nth(2)
     .click();
-  await page.locator('input[type="file"]').waitFor({ state: 'attached' });
+  await page.locator('input[type="file"]').nth(0).waitFor({ state: 'attached' });
 
   await page
     .locator('input[type="file"]')
+    .nth(0)
     .setInputFiles(path.join(__dirname, '../../../assets/documenso-supporter-pledge.pdf'));
 
   await page.waitForTimeout(3000);

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

@@ -0,0 +1,304 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+const setupTemplateAndNavigateToFieldsStep = async (page: Page) => {
+  const { user, team } = await seedUser();
+  const template = await seedBlankTemplate(user, team.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+
+  await page.getByRole('button', { name: 'Add Placeholder Recipient' }).click();
+
+  await page.getByPlaceholder('Email').nth(1).fill('recipient2@documenso.com');
+  await page.getByPlaceholder('Name').nth(1).fill('Recipient 2');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  return { user, team, template };
+};
+
+const triggerAutosave = async (page: Page) => {
+  await page.locator('#document-flow-form-container').click();
+  await page.locator('#document-flow-form-container').blur();
+
+  await page.waitForTimeout(5000);
+};
+
+test.describe('AutoSave Fields Step', () => {
+  test('should autosave the fields without advanced settings', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByTestId('field-advanced-settings-footer').waitFor({ state: 'visible' });
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Cancel' })
+      .click();
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 500,
+      },
+    });
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedFields = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      const fields = retrievedFields.fields;
+
+      expect(fields.length).toBe(3);
+      expect(fields[0].type).toBe('SIGNATURE');
+      expect(fields[1].type).toBe('TEXT');
+      expect(fields[2].type).toBe('SIGNATURE');
+    }).toPass();
+  });
+
+  test('should autosave the field deletion', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByTestId('field-advanced-settings-footer').waitFor({ state: 'visible' });
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Cancel' })
+      .click();
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 500,
+      },
+    });
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).click();
+
+    await page.getByText('Text').nth(1).click();
+    await page.getByRole('button', { name: 'Remove' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedFields = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      const fields = retrievedFields.fields;
+
+      expect(fields.length).toBe(2);
+      expect(fields[0].type).toBe('SIGNATURE');
+      expect(fields[1].type).toBe('SIGNATURE');
+    }).toPass();
+  });
+
+  test('should autosave the field duplication', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByTestId('field-advanced-settings-footer').waitFor({ state: 'visible' });
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Cancel' })
+      .click();
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 2 (recipient2@documenso.com)' }).click();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 500,
+      },
+    });
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Recipient 1 (recipient1@documenso.com)' }).click();
+
+    await page.getByText('Signature').nth(1).click();
+    await page.getByRole('button', { name: 'Duplicate', exact: true }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedFields = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      const fields = retrievedFields.fields;
+
+      expect(fields.length).toBe(4);
+      expect(fields[0].type).toBe('SIGNATURE');
+      expect(fields[1].type).toBe('TEXT');
+      expect(fields[2].type).toBe('SIGNATURE');
+      expect(fields[3].type).toBe('SIGNATURE');
+    }).toPass();
+  });
+
+  test('should autosave the fields with advanced settings', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToFieldsStep(page);
+
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+    await page.getByRole('button', { name: 'Signature' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 100,
+      },
+    });
+
+    await page.getByRole('button', { name: 'Text' }).click();
+    await page.locator('canvas').click({
+      position: {
+        x: 100,
+        y: 200,
+      },
+    });
+
+    await page.getByRole('textbox', { name: 'Field label' }).fill('Test Field');
+    await page.getByRole('textbox', { name: 'Field placeholder' }).fill('Test Placeholder');
+    await page.getByRole('textbox', { name: 'Add text to the field' }).fill('Test Text');
+
+    await page.getByTestId('field-advanced-settings-footer').waitFor({ state: 'visible' });
+
+    await page
+      .getByTestId('field-advanced-settings-footer')
+      .getByRole('button', { name: 'Save' })
+      .click();
+
+    await page.waitForTimeout(2500);
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      const fields = retrievedTemplate.fields;
+
+      expect(fields.length).toBe(2);
+      expect(fields[0].type).toBe('SIGNATURE');
+      expect(fields[1].type).toBe('TEXT');
+
+      const textField = fields[1];
+      expect(textField.fieldMeta).toBeDefined();
+
+      if (
+        textField.fieldMeta &&
+        typeof textField.fieldMeta === 'object' &&
+        'type' in textField.fieldMeta
+      ) {
+        expect(textField.fieldMeta.type).toBe('text');
+        expect(textField.fieldMeta.label).toBe('Test Field');
+        expect(textField.fieldMeta.placeholder).toBe('Test Placeholder');
+
+        if (textField.fieldMeta.type === 'text') {
+          expect(textField.fieldMeta.text).toBe('Test Text');
+        }
+      } else {
+        throw new Error('fieldMeta should be defined and contain advanced settings');
+      }
+    }).toPass();
+  });
+});

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

@@ -0,0 +1,244 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+const setupTemplate = async (page: Page) => {
+  const { user, team } = await seedUser();
+  const template = await seedBlankTemplate(user, team.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  return { user, team, template };
+};
+
+const triggerAutosave = async (page: Page) => {
+  await page.locator('#document-flow-form-container').click();
+  await page.locator('#document-flow-form-container').blur();
+
+  await page.waitForTimeout(5000);
+};
+
+test.describe('AutoSave Settings Step - Templates', () => {
+  test('should autosave the title change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    const newTemplateTitle = 'New Template Title';
+
+    await page.getByRole('textbox', { name: 'Title *' }).fill(newTemplateTitle);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      await expect(page.getByRole('textbox', { name: 'Title *' })).toHaveValue(
+        retrievedTemplate.title,
+      );
+    }).toPass();
+  });
+
+  test('should autosave the language change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    const newTemplateLanguage = 'French';
+    const expectedLanguageCode = 'fr';
+
+    await page.getByRole('combobox').first().click();
+    await page.getByRole('option', { name: newTemplateLanguage }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.templateMeta?.language).toBe(expectedLanguageCode);
+    }).toPass();
+  });
+
+  test('should autosave the template access change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    const access = 'Require account';
+    const accessValue = 'ACCOUNT';
+
+    await page.getByRole('combobox').nth(1).click();
+    await page.getByRole('option', { name: access }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.authOptions?.globalAccessAuth).toContain(accessValue);
+    }).toPass();
+  });
+
+  test('should autosave the external ID change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    const newExternalId = '1234567890';
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('textbox', { name: 'External ID' }).fill(newExternalId);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.externalId).toBe(newExternalId);
+    }).toPass();
+  });
+
+  test('should autosave the allowed signature types change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('combobox').nth(4).click();
+    await page.getByRole('option', { name: 'Draw' }).click();
+    await page.getByRole('option', { name: 'Type' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.templateMeta?.drawSignatureEnabled).toBe(false);
+      expect(retrievedTemplate.templateMeta?.typedSignatureEnabled).toBe(false);
+      expect(retrievedTemplate.templateMeta?.uploadSignatureEnabled).toBe(true);
+    }).toPass();
+  });
+
+  test('should autosave the date format change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('combobox').nth(5).click();
+    await page.getByRole('option', { name: 'ISO 8601', exact: true }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.templateMeta?.dateFormat).toBe("yyyy-MM-dd'T'HH:mm:ss.SSSXXX");
+    }).toPass();
+  });
+
+  test('should autosave the timezone change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('combobox').nth(6).click();
+    await page.getByRole('option', { name: 'Europe/London' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.templateMeta?.timezone).toBe('Europe/London');
+    }).toPass();
+  });
+
+  test('should autosave the redirect URL change', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    const newRedirectUrl = 'https://documenso.com/test/';
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+
+    await page.getByRole('textbox', { name: 'Redirect URL' }).fill(newRedirectUrl);
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.templateMeta?.redirectUrl).toBe(newRedirectUrl);
+    }).toPass();
+  });
+
+  test('should autosave multiple field changes together', async ({ page }) => {
+    const { user, template, team } = await setupTemplate(page);
+
+    const newTitle = 'Updated Template Title';
+    await page.getByRole('textbox', { name: 'Title *' }).fill(newTitle);
+
+    await page.getByRole('combobox').first().click();
+    await page.getByRole('option', { name: 'German' }).click();
+
+    await page.getByRole('combobox').nth(1).click();
+    await page.getByRole('option', { name: 'Require account' }).click();
+
+    await page.getByRole('button', { name: 'Advanced Options' }).click();
+    const newExternalId = 'MULTI-TEST-123';
+    await page.getByRole('textbox', { name: 'External ID' }).fill(newExternalId);
+
+    await page.getByRole('combobox').nth(6).click();
+    await page.getByRole('option', { name: 'Europe/Berlin' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.title).toBe(newTitle);
+      expect(retrievedTemplate.templateMeta?.language).toBe('de');
+      expect(retrievedTemplate.authOptions?.globalAccessAuth).toContain('ACCOUNT');
+      expect(retrievedTemplate.externalId).toBe(newExternalId);
+      expect(retrievedTemplate.templateMeta?.timezone).toBe('Europe/Berlin');
+    }).toPass();
+  });
+});

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

@@ -0,0 +1,174 @@
+import type { Page } from '@playwright/test';
+import { expect, test } from '@playwright/test';
+
+import { getRecipientsForTemplate } from '@documenso/lib/server-only/recipient/get-recipients-for-template';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { seedBlankTemplate } from '@documenso/prisma/seed/templates';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel', timeout: 60000 });
+
+const setupTemplateAndNavigateToSignersStep = async (page: Page) => {
+  const { user, team } = await seedUser();
+  const template = await seedBlankTemplate(user, team.id);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/templates/${template.id}/edit`,
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  return { user, team, template };
+};
+
+const triggerAutosave = async (page: Page) => {
+  await page.locator('#document-flow-form-container').click();
+  await page.locator('#document-flow-form-container').blur();
+
+  await page.waitForTimeout(5000);
+};
+
+const addSignerAndSave = async (page: Page) => {
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+
+  await triggerAutosave(page);
+};
+
+test.describe('AutoSave Signers Step - Templates', () => {
+  test('should autosave the signers addition', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await expect(async () => {
+      const retrievedRecipients = await getRecipientsForTemplate({
+        templateId: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedRecipients.length).toBe(1);
+      expect(retrievedRecipients[0].email).toBe('recipient1@documenso.com');
+      expect(retrievedRecipients[0].name).toBe('Recipient 1');
+    }).toPass();
+  });
+
+  test('should autosave the signer deletion', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await page.getByRole('button', { name: 'Add myself' }).click();
+    await triggerAutosave(page);
+
+    await page.getByTestId('remove-placeholder-recipient-button').first().click();
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedRecipients = await getRecipientsForTemplate({
+        templateId: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedRecipients.length).toBe(1);
+      expect(retrievedRecipients[0].email).toBe(user.email);
+      expect(retrievedRecipients[0].name).toBe(user.name);
+    }).toPass();
+  });
+
+  test('should autosave the signer update', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await page.getByPlaceholder('Name').fill('Documenso Manager');
+    await page.getByPlaceholder('Email').fill('manager@documenso.com');
+
+    await triggerAutosave(page);
+
+    await page.getByRole('combobox').click();
+    await page.getByRole('option', { name: 'Receives copy' }).click();
+
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedRecipients = await getRecipientsForTemplate({
+        templateId: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedRecipients.length).toBe(1);
+      expect(retrievedRecipients[0].email).toBe('manager@documenso.com');
+      expect(retrievedRecipients[0].name).toBe('Documenso Manager');
+      expect(retrievedRecipients[0].role).toBe('CC');
+    }).toPass();
+  });
+
+  test('should autosave the signing order change', async ({ page }) => {
+    const { user, template, team } = await setupTemplateAndNavigateToSignersStep(page);
+
+    await addSignerAndSave(page);
+
+    await page.getByRole('button', { name: 'Add placeholder recipient' }).click();
+
+    await page
+      .getByTestId('placeholder-recipient-email-input')
+      .nth(1)
+      .fill('recipient2@documenso.com');
+    await page.getByTestId('placeholder-recipient-name-input').nth(1).fill('Recipient 2');
+
+    await page.getByRole('button', { name: 'Add placeholder recipient' }).click();
+
+    await page
+      .getByTestId('placeholder-recipient-email-input')
+      .nth(2)
+      .fill('recipient3@documenso.com');
+    await page.getByTestId('placeholder-recipient-name-input').nth(2).fill('Recipient 3');
+
+    await triggerAutosave(page);
+
+    await page.getByLabel('Enable signing order').check();
+    await page.getByLabel('Allow signers to dictate next signer').check();
+    await triggerAutosave(page);
+
+    await page.getByTestId('placeholder-recipient-signing-order-input').nth(0).fill('3');
+    await page.getByTestId('placeholder-recipient-signing-order-input').nth(0).blur();
+    await triggerAutosave(page);
+
+    await page.getByTestId('placeholder-recipient-signing-order-input').nth(1).fill('1');
+    await page.getByTestId('placeholder-recipient-signing-order-input').nth(1).blur();
+    await triggerAutosave(page);
+
+    await page.getByTestId('placeholder-recipient-signing-order-input').nth(2).fill('2');
+    await page.getByTestId('placeholder-recipient-signing-order-input').nth(2).blur();
+    await triggerAutosave(page);
+
+    await expect(async () => {
+      const retrievedTemplate = await getTemplateById({
+        id: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      const retrievedRecipients = await getRecipientsForTemplate({
+        templateId: template.id,
+        userId: user.id,
+        teamId: team.id,
+      });
+
+      expect(retrievedTemplate.templateMeta?.signingOrder).toBe('SEQUENTIAL');
+      expect(retrievedTemplate.templateMeta?.allowDictateNextSigner).toBe(true);
+      expect(retrievedRecipients.length).toBe(3);
+      expect(retrievedRecipients[0].signingOrder).toBe(2);
+      expect(retrievedRecipients[1].signingOrder).toBe(3);
+      expect(retrievedRecipients[2].signingOrder).toBe(1);
+    }).toPass();
+  });
+});

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

@@ -268,7 +268,7 @@ test('[TEMPLATE]: should create a document from a template with custom document'
   // Upload document.
   const [fileChooser] = await Promise.all([
     page.waitForEvent('filechooser'),
-    page.locator('input[type=file]').evaluate((e) => {
+    page.getByTestId('template-use-dialog-file-input').evaluate((e) => {
       if (e instanceof HTMLInputElement) {
         e.click();
       }
@@ -361,7 +361,7 @@ test('[TEMPLATE]: should create a team document from a template with custom docu
   // Upload document.
   const [fileChooser] = await Promise.all([
     page.waitForEvent('filechooser'),
-    page.locator('input[type=file]').evaluate((e) => {
+    page.getByTestId('template-use-dialog-file-input').evaluate((e) => {
       if (e instanceof HTMLInputElement) {
         e.click();
       }

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

@@ -144,10 +144,11 @@ test('[TEMPLATES]: use template', async ({ page }) => {
   await page.getByRole('button', { name: 'Use Template' }).click();
 
   // Enter template values.
-  await page.getByPlaceholder('recipient.1@documenso.com').click();
-  await page.getByPlaceholder('recipient.1@documenso.com').fill(teamMemberUser.email);
-  await page.getByPlaceholder('Recipient 1').click();
-  await page.getByPlaceholder('Recipient 1').fill('name');
+  // Get input with Email label placeholder.
+  await page.getByLabel('Email').click();
+  await page.getByLabel('Email').fill(teamMemberUser.email);
+  await page.getByLabel('Name').click();
+  await page.getByLabel('Name').fill('name');
 
   await page.getByRole('button', { name: 'Create as draft' }).click();
   await page.waitForURL(/\/t\/.+\/documents/);

packages/app-tests/playwright.config.ts

@@ -17,7 +17,7 @@ export default defineConfig({
   testDir: './e2e',
   /* Run tests in files in parallel */
   fullyParallel: false,
-  workers: 1,
+  workers: 4,
   maxFailures: process.env.CI ? 1 : undefined,
   /* Fail the build on CI if you accidentally left test.only in the source code. */
   forbidOnly: !!process.env.CI,

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

@@ -92,7 +92,11 @@ export const handleOAuthCallbackUrl = async (options: HandleOAuthCallbackUrlOpti
       providerAccountId: sub,
     },
     include: {
-      user: true,
+      user: {
+        select: {
+          id: true,
+        },
+      },
     },
   });
 
@@ -107,6 +111,10 @@ export const handleOAuthCallbackUrl = async (options: HandleOAuthCallbackUrlOpti
     where: {
       email: email,
     },
+    select: {
+      id: true,
+      emailVerified: true,
+    },
   });
 
   // Handle existing user but no account.

packages/lib/client-only/hooks/use-autosave.ts

@@ -0,0 +1,31 @@
+import { useCallback, useEffect, useRef } from 'react';
+
+export const useAutoSave = <T>(onSave: (data: T) => Promise<void>) => {
+  const saveTimeoutRef = useRef<NodeJS.Timeout>();
+
+  const saveFormData = async (data: T) => {
+    try {
+      await onSave(data);
+    } catch (error) {
+      console.error('Auto-save failed:', error);
+    }
+  };
+
+  const scheduleSave = useCallback((data: T) => {
+    if (saveTimeoutRef.current) {
+      clearTimeout(saveTimeoutRef.current);
+    }
+
+    saveTimeoutRef.current = setTimeout(() => void saveFormData(data), 2000);
+  }, []);
+
+  useEffect(() => {
+    return () => {
+      if (saveTimeoutRef.current) {
+        clearTimeout(saveTimeoutRef.current);
+      }
+    };
+  }, []);
+
+  return { scheduleSave };
+};

packages/lib/constants/app.ts

@@ -13,4 +13,4 @@ export const IS_BILLING_ENABLED = () => env('NEXT_PUBLIC_FEATURE_BILLING_ENABLED
 
 export const API_V2_BETA_URL = '/api/v2-beta';
 
-export const SUPPORT_EMAIL = 'support@documenso.com';
+export const SUPPORT_EMAIL = env('NEXT_PUBLIC_SUPPORT_EMAIL') ?? 'support@documenso.com';

packages/lib/constants/document.ts

@@ -49,15 +49,24 @@ type DocumentSignatureTypeData = {
 
 export const DOCUMENT_SIGNATURE_TYPES = {
   [DocumentSignatureType.DRAW]: {
-    label: msg`Draw`,
+    label: msg({
+      message: `Draw`,
+      context: `Draw signatute type`,
+    }),
     value: DocumentSignatureType.DRAW,
   },
   [DocumentSignatureType.TYPE]: {
-    label: msg`Type`,
+    label: msg({
+      message: `Type`,
+      context: `Type signatute type`,
+    }),
     value: DocumentSignatureType.TYPE,
   },
   [DocumentSignatureType.UPLOAD]: {
-    label: msg`Upload`,
+    label: msg({
+      message: `Upload`,
+      context: `Upload signatute type`,
+    }),
     value: DocumentSignatureType.UPLOAD,
   },
 } satisfies Record<DocumentSignatureType, DocumentSignatureTypeData>;

packages/lib/constants/recipient-roles.ts

@@ -4,39 +4,114 @@ import { RecipientRole } from '@prisma/client';
 
 export const RECIPIENT_ROLES_DESCRIPTION = {
   [RecipientRole.APPROVER]: {
-    actionVerb: msg`Approve`,
-    actioned: msg`Approved`,
-    progressiveVerb: msg`Approving`,
-    roleName: msg`Approver`,
-    roleNamePlural: msg`Approvers`,
+    actionVerb: msg({
+      message: `Approve`,
+      context: `Recipient role action verb`,
+    }),
+    actioned: msg({
+      message: `Approved`,
+      context: `Recipient role actioned`,
+    }),
+    progressiveVerb: msg({
+      message: `Approving`,
+      context: `Recipient role progressive verb`,
+    }),
+    roleName: msg({
+      message: `Approver`,
+      context: `Recipient role name`,
+    }),
+    roleNamePlural: msg({
+      message: `Approvers`,
+      context: `Recipient role plural name`,
+    }),
   },
   [RecipientRole.CC]: {
-    actionVerb: msg`CC`,
-    actioned: msg`CC'd`,
-    progressiveVerb: msg`CC`,
-    roleName: msg`Cc`,
-    roleNamePlural: msg`Ccers`,
+    actionVerb: msg({
+      message: `CC`,
+      context: `Recipient role action verb`,
+    }),
+    actioned: msg({
+      message: `CC'd`,
+      context: `Recipient role actioned`,
+    }),
+    progressiveVerb: msg({
+      message: `CC`,
+      context: `Recipient role progressive verb`,
+    }),
+    roleName: msg({
+      message: `Cc`,
+      context: `Recipient role name`,
+    }),
+    roleNamePlural: msg({
+      message: `Ccers`,
+      context: `Recipient role plural name`,
+    }),
   },
   [RecipientRole.SIGNER]: {
-    actionVerb: msg`Sign`,
-    actioned: msg`Signed`,
-    progressiveVerb: msg`Signing`,
-    roleName: msg`Signer`,
-    roleNamePlural: msg`Signers`,
+    actionVerb: msg({
+      message: `Sign`,
+      context: `Recipient role action verb`,
+    }),
+    actioned: msg({
+      message: `Signed`,
+      context: `Recipient role actioned`,
+    }),
+    progressiveVerb: msg({
+      message: `Signing`,
+      context: `Recipient role progressive verb`,
+    }),
+    roleName: msg({
+      message: `Signer`,
+      context: `Recipient role name`,
+    }),
+    roleNamePlural: msg({
+      message: `Signers`,
+      context: `Recipient role plural name`,
+    }),
   },
   [RecipientRole.VIEWER]: {
-    actionVerb: msg`View`,
-    actioned: msg`Viewed`,
-    progressiveVerb: msg`Viewing`,
-    roleName: msg`Viewer`,
-    roleNamePlural: msg`Viewers`,
+    actionVerb: msg({
+      message: `View`,
+      context: `Recipient role action verb`,
+    }),
+    actioned: msg({
+      message: `Viewed`,
+      context: `Recipient role actioned`,
+    }),
+    progressiveVerb: msg({
+      message: `Viewing`,
+      context: `Recipient role progressive verb`,
+    }),
+    roleName: msg({
+      message: `Viewer`,
+      context: `Recipient role name`,
+    }),
+    roleNamePlural: msg({
+      message: `Viewers`,
+      context: `Recipient role plural name`,
+    }),
   },
   [RecipientRole.ASSISTANT]: {
-    actionVerb: msg`Assist`,
-    actioned: msg`Assisted`,
-    progressiveVerb: msg`Assisting`,
-    roleName: msg`Assistant`,
-    roleNamePlural: msg`Assistants`,
+    actionVerb: msg({
+      message: `Assist`,
+      context: `Recipient role action verb`,
+    }),
+    actioned: msg({
+      message: `Assisted`,
+      context: `Recipient role actioned`,
+    }),
+    progressiveVerb: msg({
+      message: `Assisting`,
+      context: `Recipient role progressive verb`,
+    }),
+    roleName: msg({
+      message: `Assistant`,
+      context: `Recipient role name`,
+    }),
+    roleNamePlural: msg({
+      message: `Assistants`,
+      context: `Recipient role plural name`,
+    }),
   },
 } satisfies Record<keyof typeof RecipientRole, unknown>;
 

packages/lib/constants/template.ts

@@ -3,6 +3,10 @@ import { msg } from '@lingui/core/macro';
 export const TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX = /recipient\.\d+@documenso\.com/i;
 export const TEMPLATE_RECIPIENT_NAME_PLACEHOLDER_REGEX = /Recipient \d+/i;
 
+export const isTemplateRecipientEmailPlaceholder = (email: string) => {
+  return TEMPLATE_RECIPIENT_EMAIL_PLACEHOLDER_REGEX.test(email);
+};
+
 export const DIRECT_TEMPLATE_DOCUMENTATION = [
   {
     title: msg`Enable Direct Link Signing`,