fix: mask documents in search

Co-authored-by: Adithya Krishna  <aadithya794@gmail.com>

.env.example

@@ -29,15 +29,15 @@ E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_password"
 # OPTIONAL: Defines the storage transport to use. Available options: database (default) | s3
 NEXT_PUBLIC_UPLOAD_TRANSPORT="database"
 # OPTIONAL: Defines the endpoint to use for the S3 storage transport. Relevant when using third-party S3-compatible providers.
-NEXT_PRIVATE_UPLOAD_ENDPOINT=
+NEXT_PRIVATE_UPLOAD_ENDPOINT="http://127.0.0.1:9002"
 # OPTIONAL: Defines the region to use for the S3 storage transport. Defaults to us-east-1.
-NEXT_PRIVATE_UPLOAD_REGION=
+NEXT_PRIVATE_UPLOAD_REGION="unknown"
 # REQUIRED: Defines the bucket to use for the S3 storage transport.
-NEXT_PRIVATE_UPLOAD_BUCKET=
+NEXT_PRIVATE_UPLOAD_BUCKET="documenso"
 # OPTIONAL: Defines the access key ID to use for the S3 storage transport.
-NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID=
+NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID="documenso"
 # OPTIONAL: Defines the secret access key to use for the S3 storage transport.
-NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY=
+NEXT_PRIVATE_UPLOAD_SECRET_ACCESS_KEY="password"
 
 # [[SMTP]]
 # OPTIONAL: Defines the transport to use for sending emails. Available options: smtp-auth (default) | smtp-api | mailchannels
@@ -77,16 +77,14 @@ NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY=
 NEXT_PRIVATE_STRIPE_API_KEY=
 NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
 NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID=
-NEXT_PUBLIC_STRIPE_FREE_PLAN_ID=
 
 # [[FEATURES]]
 # OPTIONAL: Leave blank to disable PostHog and feature flags.
 NEXT_PUBLIC_POSTHOG_KEY=""
-# OPTIONAL: Defines the host to use for PostHog.
-NEXT_PUBLIC_POSTHOG_HOST="https://eu.posthog.com"
 # OPTIONAL: Leave blank to disable billing.
 NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
+# OPTIONAL: Leave blank to allow users to signup through /signup page.
+NEXT_PUBLIC_DISABLE_SIGNUP=
 
 # This is only required for the marketing site
 # [[REDIS]]

.github/ISSUE_TEMPLATE/bug-report.yml

@@ -1,11 +1,10 @@
-name: "Bug Report"
-labels: ["bug"]
+name: 'Bug Report'
+labels: ['bug']
 description: Create a bug report to help us improve
 body:
   - type: markdown
     attributes:
-      value:
-        Thank you for reporting an issue.
+      value: Thank you for reporting an issue.
         Please fill in as much of the form below as you're able to.
   - type: textarea
     attributes:

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -1,9 +1,9 @@
-name: "Feature Request"
+name: 'Feature Request'
 description: Suggest a new idea or enhancement for this project
 body:
   - type: markdown
     attributes:
-      value: Please provide a clear and concise title for your feature request 
+      value: Please provide a clear and concise title for your feature request
   - type: textarea
     attributes:
       label: Feature Description
@@ -32,4 +32,4 @@ body:
         - label: I have provided a detailed description of the requested feature.
         - label: I have explained the use case or scenario for this feature.
         - label: I have included any relevant technical details or design suggestions.
-        - label: I understand that this is a suggestion and that there is no guarantee of implementation.
+        - label: I understand that this is a suggestion and that there is no guarantee of implementation.

.github/ISSUE_TEMPLATE/improvement.yml

@@ -1,35 +1,39 @@
-name: "General Improvement"
-description: Suggest a minor enhancement or improvement for this project
+name: 'General Improvement Request'
+description: 'Suggest a minor enhancement or improvement for this project'
+title: '[Title for your improvement suggestion]'
 body:
-  - type: markdown
-    attributes:
-      value: Please provide a clear and concise title for your improvement suggestion
   - type: textarea
     attributes:
-      label: Improvement Description
-      description: Describe the improvement you are suggesting in detail. Explain what specific aspect of the project it addresses or enhances.
+      label: 'Describe the improvement you are suggesting in detail'
+      description: 'Explain why this improvement would be beneficial. Share any context, pain points, or reasons for suggesting this change.'
+    validations:
+      required: true
   - type: textarea
+    id: description
     attributes:
-      label: Rationale
-      description: Explain why this improvement would be beneficial. Share any context, pain points, or reasons for suggesting this change.
-  - type: textarea
+      label: 'Additional Information & Alternatives (optional)'
+      description: 'Are there any additional context or information that might be relevant to the improvement suggestion.'
+    validations:
+      required: false
+  - type: dropdown
+    id: assignee
     attributes:
-      label: Proposed Solution
-      description: If you have a suggestion for how this improvement could be implemented, describe it here. Include any technical details, design suggestions, or other relevant information.
-  - type: textarea
-    attributes:
-      label: Alternatives (optional)
-      description: Are there any alternative approaches to achieve the same improvement? Describe other ways to address the issue or enhance the project.
-  - type: textarea
-    attributes:
-      label: Additional Context
-      description: Add any additional context or information that might be relevant to the improvement suggestion.
+      label: 'Do you want to work on this improvement?'
+      multiple: false
+      options:
+        - 'No'
+        - 'Yes'
+      default: 0
+    validations:
+      required: true
   - type: checkboxes
     attributes:
-      label: Please check the boxes that apply to this improvement suggestion.
+      label: 'Please check the boxes that apply to this improvement suggestion.'
       options:
-        - label: I have searched the existing issues and improvement suggestions to avoid duplication.
-        - label: I have provided a clear description of the improvement being suggested.
-        - label: I have explained the rationale behind this improvement.
-        - label: I have included any relevant technical details or design suggestions.
-        - label: I understand that this is a suggestion and that there is no guarantee of implementation.
+        - label: 'I have searched the existing issues and improvement suggestions to avoid duplication.'
+        - label: 'I have provided a clear description of the improvement being suggested.'
+        - label: 'I have explained the rationale behind this improvement.'
+        - label: 'I have included any relevant technical details or design suggestions.'
+        - label: 'I understand that this is a suggestion and that there is no guarantee of implementation.'
+    validations:
+      required: true

.github/dependabot.yml

@@ -4,29 +4,29 @@ updates:
   - package-ecosystem: 'github-actions'
     directory: '/'
     schedule:
-      interval: "weekly"
-    target-branch: "main"
+      interval: 'weekly'
+    target-branch: 'main'
     labels:
-      - "ci dependencies"
-      - "ci"
+      - 'ci dependencies'
+      - 'ci'
     open-pull-requests-limit: 0
 
-  - package-ecosystem: "npm"
-    directory: "/apps/marketing"
+  - package-ecosystem: 'npm'
+    directory: '/apps/marketing'
     schedule:
-      interval: "weekly"
-    target-branch: "main"
+      interval: 'weekly'
+    target-branch: 'main'
     labels:
-      - "npm dependencies"
-      - "frontend"
+      - 'npm dependencies'
+      - 'frontend'
     open-pull-requests-limit: 0
 
-  - package-ecosystem: "npm"
-    directory: "/apps/web"
+  - package-ecosystem: 'npm'
+    directory: '/apps/web'
     schedule:
-      interval: "weekly"
-    target-branch: "main"
+      interval: 'weekly'
+    target-branch: 'main'
     labels:
-      - "npm dependencies"
-      - "frontend"
+      - 'npm dependencies'
+      - 'frontend'
     open-pull-requests-limit: 0

.github/labeler.yml

@@ -0,0 +1,21 @@
+'apps: marketing':
+  - apps/marketing/**
+
+'apps: web':
+  - apps/web/**
+
+'version bump 👀':
+  - '**/package.json'
+  - '**/package-lock.json'
+
+'🚨 migrations 🚨':
+  - packages/prisma/migrations/**/migration.sql
+
+'🚨 e2e changes 🚨':
+  - packages/app-tests/e2e/**
+
+'🚨 .env changes 🚨':
+  - .env.example
+
+'pkg: ee changes':
+  - packages/ee/**

.github/workflows/ci.yml

@@ -1,10 +1,10 @@
-name: "Continuous Integration"
+name: 'Continuous Integration'
 
 on:
   push:
-    branches: [ "main" ]
+    branches: ['main']
   pull_request:
-    branches: [ "main" ]
+    branches: ['main']
 
 concurrency:
   group: ${{ github.workflow }}-${{ github.head_ref || github.run_id }}
@@ -19,12 +19,12 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
         with:
           fetch-depth: 2
 
       - name: Install Node.js
-        uses: actions/setup-node@v3
+        uses: actions/setup-node@v4
         with:
           node-version: 18
           cache: npm
@@ -43,10 +43,9 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Checkout
-        uses: actions/checkout@v3
+        uses: actions/checkout@v4
         with:
           fetch-depth: 2
 
       - name: Build Docker Image
         run: ./docker/build.sh
-

.github/workflows/codeql-analysis.yml

@@ -1,11 +1,11 @@
-name: "CodeQL"
+name: 'CodeQL'
 
 on:
   workflow_dispatch:
   push:
-    branches: [ "main" ]
+    branches: ['main']
   pull_request:
-    branches: [ "main" ]
+    branches: ['main']
 
 jobs:
   analyze:
@@ -19,30 +19,30 @@ jobs:
     strategy:
       fail-fast: true
       matrix:
-        language: [ 'javascript' ]
+        language: ['javascript']
 
     steps:
-    - name: Checkout repository
-      uses: actions/checkout@v3
+      - name: Checkout repository
+        uses: actions/checkout@v4
 
-    - uses: actions/setup-node@v3
-      with:
-        node-version: 18
-        cache: npm
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 18
+          cache: npm
 
-    - name: Install Dependencies
-      run: npm ci
+      - name: Install Dependencies
+        run: npm ci
 
-    - name: Copy env
-      run: cp .env.example .env
+      - name: Copy env
+        run: cp .env.example .env
 
-    - name: Build Documenso
-      run: npm run build
+      - name: Build Documenso
+        run: npm run build
 
-    - name: Initialize CodeQL
-      uses: github/codeql-action/init@v2
-      with:
-        languages: ${{ matrix.language }}
+      - name: Initialize CodeQL
+        uses: github/codeql-action/init@v2
+        with:
+          languages: ${{ matrix.language }}
 
-    - name: Perform CodeQL Analysis
-      uses: github/codeql-action/analyze@v2
+      - name: Perform CodeQL Analysis
+        uses: github/codeql-action/analyze@v2

.github/workflows/deploy.yml

@@ -0,0 +1,24 @@
+name: Deploy to Production
+
+on:
+  push:
+    tags:
+      - '*'
+
+jobs:
+  deploy:
+    runs-on: ubuntu-latest
+
+    steps:
+      - name: Checkout code
+        uses: actions/checkout@v4
+        with:
+          ref: main
+          fetch-depth: 0
+          token: ${{ secrets.GH_TOKEN }}
+
+      - name: Push to release branch
+        run: |
+          git checkout release || git checkout -b release
+          git merge --ff-only main
+          git push origin release

.github/workflows/e2e-tests.yml

@@ -1,51 +1,50 @@
 name: Playwright Tests
 on:
   push:
-    branches: [ "main" ]
+    branches: ['main']
   pull_request:
-    branches: [ "main" ]
+    branches: ['main']
 jobs:
   e2e_tests:
+    name: "E2E Tests"
     timeout-minutes: 60
     runs-on: ubuntu-latest
-    services:
-      postgres:
-        image: postgres
-        env:
-          POSTGRES_USER: postgres
-          POSTGRES_PASSWORD: postgres
-        options: >-
-          --health-cmd pg_isready
-          --health-interval 10s
-          --health-timeout 5s
-          --health-retries 5
-        ports:
-          - 5432:5432
     steps:
-      - uses: actions/checkout@v3
-      - uses: actions/setup-node@v3
+      - uses: actions/checkout@v4
+      - uses: actions/setup-node@v4
         with:
           node-version: 18
+          cache: npm
       - name: Install dependencies
         run: npm ci
+
       - name: Copy env
         run: cp .env.example .env
+
+      - name: Start Services
+        run: npm run dx:up
+
       - name: Install Playwright Browsers
         run: npx playwright install --with-deps
+
       - name: Generate Prisma Client
         run: npm run prisma:generate -w @documenso/prisma
+
       - name: Create the database
         run: npm run prisma:migrate-dev
+
+      - name: Seed the database
+        run: npm run prisma:seed
+
       - name: Run Playwright tests
         run: npm run ci
+
       - uses: actions/upload-artifact@v3
         if: always()
         with:
-          name: playwright-report
-          path: playwright-report/
+          name: test-results
+          path: "packages/app-tests/**/test-results/*"
           retention-days: 30
     env:
-      NEXT_PRIVATE_DATABASE_URL: postgresql://postgres:postgres@localhost:5432/documenso
-      NEXT_PRIVATE_DIRECT_DATABASE_URL: postgresql://postgres:postgres@localhost:5432/documenso
       TURBO_TOKEN: ${{ secrets.TURBO_TOKEN }}
       TURBO_TEAM: ${{ vars.TURBO_TEAM }}

.github/workflows/first-interaction.yml

@@ -0,0 +1,29 @@
+name: 'Welcome New Contributors'
+
+on:
+  pull_request:
+    types: ['opened']
+  issues:
+    types: ['opened']
+
+permissions:
+  pull-requests: write
+  issues: write
+
+jobs:
+  welcome-message:
+    name: Welcome Contributors
+    if: github.event.action == 'opened'
+    runs-on: ubuntu-latest
+    timeout-minutes: 10
+    steps:
+      - uses: actions/first-interaction@v1
+        with:
+          repo-token: ${{ secrets.GITHUB_TOKEN }}
+          pr-message: |
+            Thank you for creating your first Pull Request and for being a part of the open signing revolution! 💚🚀
+            <br /> Feel free to hop into our community in [Discord](https://documen.so/discord)
+          issue-message: |
+            Thank you for opening your first issue and for being a part of the open signing revolution!
+            <br /> One of our team members will review it and get back to you as soon as it possible 💚
+            <br /> Meanwhile, please feel free to hop into our community in [Discord](https://documen.so/discord)

.github/workflows/issue-assignee-check.yml

@@ -0,0 +1,63 @@
+name: 'Issue Assignee Check'
+
+on:
+  issues:
+    types: ['assigned']
+
+permissions:
+  issues: write
+
+jobs:
+  countIssues:
+    if: ${{ github.event.issue.assignee }} && github.event.action == 'assigned' && github.event.sender.type == 'User'
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
+      - name: Set up Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: '18'
+          cache: npm
+
+      - name: Install Octokit
+        run: npm install @octokit/rest@18
+
+      - name: Check Assigned User's Issue Count
+        id: parse-comment
+        uses: actions/github-script@v5
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          script: |
+            const { Octokit } = require("@octokit/rest");
+            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
+
+            const username = context.payload.issue.assignee.login;
+            console.log(`Username Extracted: ${username}`);
+
+            const { data: issues } = await octokit.issues.listForRepo({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              assignee: username,
+              state: 'open'
+            });
+
+            const issueCount = issues.length;
+            console.log(`Issue Count For ${username}: ${issueCount}`);
+
+            if (issueCount > 3) {
+              let issueCountMessage = `### 🚨 Documenso Police 🚨`;
+              issueCountMessage += `\n@${username} has ${issueCount} open issues assigned already. Consider whether this issue should be assigned to them or left open for another contributor.`;
+
+              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                issue_number: context.issue.number,
+                body: issueCountMessage,
+                headers: {
+                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
+                }
+              });
+            }

.github/workflows/issue-opened.yml

@@ -0,0 +1,21 @@
+name: 'Label Issues'
+
+on:
+  issues:
+    types: ['opened', 'reopened']
+
+jobs:
+  label_issues:
+    runs-on: ubuntu-latest
+    permissions:
+      issues: write
+    steps:
+      - uses: actions/github-script@v6
+        with:
+          script: |
+            github.rest.issues.addLabels({
+              issue_number: context.issue.number,
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              labels: ["needs triage"]
+            })

.github/workflows/pr-labeler.yml

@@ -0,0 +1,20 @@
+name: 'PR Labeler'
+
+on:
+  - pull_request_target
+
+concurrency:
+  group: ${{ github.workflow }}-${{ github.event.pull_request.number || github.ref }}
+  cancel-in-progress: true
+
+jobs:
+  labeler:
+    permissions:
+      contents: read
+      pull-requests: write
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/labeler@v4
+        with:
+          repo-token: ${{ secrets.GITHUB_TOKEN }}
+          sync-labels: ''

.github/workflows/pr-review-reminder.yml

@@ -0,0 +1,64 @@
+name: 'PR Review Reminder'
+
+on:
+  pull_request:
+    types: ['opened', 'reopened', 'ready_for_review', 'review_requested']
+
+permissions:
+  pull-requests: write
+
+jobs:
+  checkPRs:
+    if: ${{ github.event.pull_request.user.login }} && github.event.action == ('opened' || 'reopened' || 'ready_for_review' || 'review_requested')
+    runs-on: ubuntu-latest
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+        with:
+          fetch-depth: 2
+      - name: Set up Node.js
+        uses: actions/setup-node@v4
+        with:
+          node-version: '18'
+          cache: npm
+
+      - name: Install Octokit
+        run: npm install @octokit/rest@18
+
+      - name: Check user's PRs awaiting review
+        id: parse-prs
+        uses: actions/github-script@v5
+        with:
+          github-token: ${{ secrets.GITHUB_TOKEN }}
+          script: |
+            const { Octokit } = require("@octokit/rest");
+            const octokit = new Octokit({ auth: process.env.GITHUB_TOKEN });
+
+            const username = context.payload.pull_request.user.login;
+            console.log(`Username Extracted: ${username}`);
+
+            const { data: pullRequests } = await octokit.pulls.list({
+              owner: context.repo.owner,
+              repo: context.repo.repo,
+              state: 'open',
+              sort: 'created',
+              direction: 'asc',
+            });
+
+            const userPullRequests = pullRequests.filter(pr => pr.user.login === username && (pr.state === 'open' || pr.state === 'ready_for_review'));
+            const prCount = userPullRequests.length;
+            console.log(`PR Count for ${username}: ${prCount}`);
+
+            if (prCount > 3) {
+              let prReminderMessage = `🚨 @${username} has ${prCount} pull requests awaiting review. Please consider reviewing them when possible. 🚨`;
+
+              await octokit.request('POST /repos/{owner}/{repo}/issues/{issue_number}/comments', {
+                owner: context.repo.owner,
+                repo: context.repo.repo,
+                issue_number: context.payload.pull_request.number,
+                body: prReminderMessage,
+                headers: {
+                  'Authorization': `token ${{ secrets.GITHUB_TOKEN }}`,
+                }
+              });
+            }

.github/workflows/semantic-pull-requests.yml

@@ -1,4 +1,4 @@
-name: "Validate PR Name"
+name: 'Validate PR Name'
 
 on:
   pull_request_target:
@@ -9,13 +9,54 @@ on:
       - synchronize
 
 permissions:
-  pull-requests: read
+  pull-requests: write
 
 jobs:
   validate-pr:
     name: Validate PR title
     runs-on: ubuntu-latest
     steps:
+      - name: Check PR creator's previous activity
+        id: check_activity
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          ACTIVITY=$(curl -s "https://api.github.com/search/commits?q=author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          if [ "$ACTIVITY" -eq 0 ]; then
+            echo "::set-output name=is_new::true"
+          else
+            echo "::set-output name=is_new::false"
+          fi
+
+      - name: Count PRs created by user
+        id: count_prs
+        run: |
+          CREATOR=$(curl -s "https://api.github.com/repos/${{ github.repository }}/pulls/${{ github.event.pull_request.number }}" | jq -r '.user.login')
+          PR_COUNT=$(curl -s "https://api.github.com/search/issues?q=type:pr+is:open+author:${CREATOR}+repo:${{ github.repository }}" | jq -r '.total_count')
+          echo "::set-output name=pr_count::$PR_COUNT"
+
       - uses: amannn/action-semantic-pull-request@v5
+        id: lint_pr_title
         env:
           GITHUB_TOKEN: ${{ secrets.GITHUB_TOKEN }}
+
+      - uses: marocchino/sticky-pull-request-comment@v2
+        if: always() && (steps.lint_pr_title.outputs.error_message != null)
+        with:
+          header: pr-title-lint-error
+          message: |
+            Hey There! and thank you for opening this pull request! 📝👋🏼
+
+            We require pull request titles to follow the [Conventional Commits Spec](https://www.conventionalcommits.org/en/v1.0.0/) and it looks like your proposed title needs to be adjusted.
+
+            Details:
+
+            ```
+            ${{ steps.lint_pr_title.outputs.error_message }}
+            ```
+
+      - if: ${{ steps.lint_pr_title.outputs.error_message == null && steps.check_activity.outputs.is_new == 'false' && steps.count_prs.outputs.pr_count < 2}}
+        uses: marocchino/sticky-pull-request-comment@v2
+        with:
+          header: pr-title-lint-error
+          message: |
+            Thank you for following the naming conventions for pull request titles! 💚🚀

.github/workflows/stale.yml

@@ -0,0 +1,24 @@
+name: 'Mark Stale Issues and PRs'
+
+on:
+  schedule:
+    - cron: '0 */8 * * *'
+
+jobs:
+  stale:
+    runs-on: ubuntu-latest
+    permissions:
+      issues: write
+      pull-requests: write
+
+    steps:
+      - uses: actions/stale@v4
+        with:
+          repo-token: ${{ secrets.GITHUB_TOKEN }}
+          days-before-pr-stale: 90
+          days-before-issue-stale: 90
+          days-before-issue-close: 180
+          stale-pr-message: 'This PR has not seen activitiy for a while. It will be closed in 30 days unless further activity is detected.'
+          close-pr-message: 'This PR has been closed because of inactivity.'
+          exempt-pr-labels: 'WIP,on-hold,needs review'
+          exempt-issue-labels: 'WIP,on-hold,needs review,roadmap,assigned,needs triage'

.vscode/settings.json

@@ -1,10 +1,13 @@
 {
   "typescript.tsdk": "node_modules/typescript/lib",
   "editor.codeActionsOnSave": {
-    "source.fixAll.eslint": true
+    "source.fixAll.eslint": "explicit"
   },
   "eslint.validate": ["typescript", "typescriptreact", "javascript", "javascriptreact"],
   "javascript.preferences.importModuleSpecifier": "non-relative",
   "javascript.preferences.useAliasesForRenames": false,
-  "typescript.enablePromptUseWorkspaceTsdk": true
+  "typescript.enablePromptUseWorkspaceTsdk": true,
+  "files.eol": "\n",
+  "editor.tabSize": 2,
+  "editor.insertSpaces": true
 }

README.md

@@ -1,3 +1,5 @@
+>We are nominated for a Product Hunt Gold Kitty 😺✨ and appreciate any support: https://documen.so/kitty
+
 <img src="https://github.com/documenso/documenso/assets/13398220/a643571f-0239-46a6-a73e-6bef38d1228b" alt="Documenso Logo">
 
 <p align="center" style="margin-top: 20px">
@@ -13,9 +15,9 @@
     ·
     <a href="https://github.com/documenso/documenso/issues">Issues</a>
     ·
-    <a href="https://github.com/documenso/documenso/milestones">Roadmap</a>
+    <a href="https://documen.so/live">Upcoming Releases</a>
     ·
-    <a href="https://documen.so/launches">Upcoming Launches</a>
+    <a href="https://documen.so/roadmap">Roadmap</a>
   </p>
 </p>
 
@@ -115,10 +117,12 @@ To run Documenso locally, you will need
 
 Want to get up and running quickly? Follow these steps:
 
-1. [Clone the repository](https://help.github.com/articles/cloning-a-repository/) it to your local device.
+1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
+
+After forking the repository, clone it to your local device by using the following command:
 
 ```sh
-git clone https://github.com/documenso/documenso
+git clone https://github.com/<your-username>/documenso
 ```
 
 2. Set up your `.env` file using the recommendations in the `.env.example` file. Alternatively, just run `cp .env.example .env` to get started with our handpicked defaults.
@@ -139,21 +143,25 @@ npm run d
 
 1. **App** - http://localhost:3000
 2. **Incoming Mail Access** - http://localhost:9000
-
 3. **Database Connection Details**
+
    - **Port**: 54320
    - **Connection**: Use your favorite database client to connect using the provided port.
 
+4. **S3 Storage Dashboard** - http://localhost:9001
+
 ## Developer Setup
 
 ### Manual Setup
 
 Follow these steps to setup Documenso on your local machine:
 
-1. [Clone the repository](https://help.github.com/articles/cloning-a-repository/) it to your local device.
+1. [Fork this repository](https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/working-with-forks/about-forks) to your GitHub account.
+
+After forking the repository, clone it to your local device by using the following command:
 
 ```sh
-git clone https://github.com/documenso/documenso
+git clone https://github.com/<your-username>/documenso
 ```
 
 2. Run `npm i` in the root directory
@@ -278,12 +286,16 @@ WantedBy=multi-user.target
 
 ### Railway
 
-[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/DjrRRX)
+[![Deploy on Railway](https://railway.app/button.svg)](https://railway.app/template/bG6D4p)
 
 ### Render
 
 [![Deploy to Render](https://render.com/images/deploy-to-render-button.svg)](https://render.com/deploy?repo=https://github.com/documenso/documenso)
 
+### Koyeb
+
+[![Deploy to Koyeb](https://www.koyeb.com/static/images/deploy/button.svg)](https://app.koyeb.com/deploy?type=git&repository=github.com/documenso/documenso&branch=main&name=documenso-app&builder=dockerfile&dockerfile=/docker/Dockerfile)
+
 ## Troubleshooting
 
 ### I'm not receiving any emails when using the developer quickstart.

apps/marketing/content/blog/email-provider-incident-2024-01-10.mdx

@@ -0,0 +1,28 @@
+---
+title: Jan 10th Email Provider Security Incident
+description: On January 10th, 2022, we were notified by our email provider that they had experienced a security incident.
+authorName: 'Lucas Smith'
+authorImage: '/blog/blog-author-lucas.png'
+authorRole: 'Co-Founder'
+date: 2024-01-17
+tags:
+  - Security
+---
+
+On January 10th, 2024 we were notified by our email provider that a security incident had occurred. This security incident which had started on January 7th led to a bad actor obtaining access to their database which contains ours and other customer’s data.
+
+We understand that during this security incident the following has been accessed:
+
+- Email addresses.
+- Metadata on emails sent excluding the email body.
+
+While the incident is unfortunate we are pleased with the remediation and the processes that our email provider has put in place to help avoid this kind of situation in the future. Since the incident, our provider has rectified the issue and has engaged a security company to conduct an exhaustive investigation and to help improve their security posture moving forward.
+
+We remain steadfast in our commitment to our current email provider, and will not be taking any further action with relation to changing providers.
+
+We are now working with our legal counsel to ensure that we provide the appropriate notice to all our customers in each jurisdiction. If you have any further questions on this incident please feel free to contact our support team at [support@documenso.com](mailto:support@documenso.com).
+
+We appreciate your ongoing support in this matter.
+
+You can read more on the incident on our providers blog post below:
+[https://resend.com/blog/incident-report-for-january-10-2024](https://resend.com/blog/incident-report-for-january-10-2024)

apps/marketing/content/blog/linear-gh.mdx

@@ -0,0 +1,115 @@
+---
+title: Moving from Linear to GitHub & LIVE Roadmap 2.0
+description: We are leaving linear and are going all in on GitHub. Here is how we do it.
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-01-10
+Tags:
+  - GitHub
+  - Backlog
+  - Roadmap
+---
+
+# From Linear to GitHub
+
+> TLDR; We are leaving Linear and are using only GitHub going forward. We no longer communicate feature timelines, only what we are working on and what's next.
+
+If you follow us, you know we have been in full-on build mode. We are building, the community is building, it's great. Building is our daily business, so we think a lot about improving our approach to doing it.
+Our most recent approach is to reduce the number of tools and platforms we use. Every tool we use
+
+- Reduces the average time you spend on the tool
+- Reduces your focus
+- Increases mental load to keep all points of interest in mind
+
+We thought about where we spend the most time, and hardly surprising: it's GitHub. Not only do we spend a lot of time there, but we also WANT to spend a lot of time there because:
+
+- It's where the community contributes, and we are all about community
+- It's where we show the world what we are working on
+
+# The old structure
+
+So far, we have been using Linear for our Backlog/ Task Management and synced issues we want to showcase or work on with the community via synclinear.com. Not only did we have our development issues there, but since
+we have our own resident founding designer, we created a proper design backlog to structure our design workflows.
+
+# The new structure
+
+We moved everything to GitHub once we realized our focus was already there. This has a few key benefits:
+
+- Reducing dilution of attention and time: You can hang out on GitHub without risk of missing much
+- Putting different aspects of Documenso close to each other: Development, Design, Community
+- Keep long-term, niche, and very abstract issues out of the main repo so we don't get desensitized by large issue numbers
+
+To achieve this, we created a few GitHub repositories to host issues, with the main repository remaining the central point of interest, especially for the community.
+
+## 1. Main Repository - Day to day Issues and the shorter-term roadmap (LIVE Roadmap 2.0)
+
+> [github.com/documenso/documenso](https://github.com/documenso/documenso)
+
+Apart from the source code of the Documenso app and website, the main repo houses issues raised by the community and issues where we invite the community to participate.
+With the overhauling of our issue management, we are also updating our progress communication. While the software and product development process is highly complex,
+we try to give as much insight into what we do as possible. To that end, we went through 3 phases, three being what we do now.
+
+1. **One extensive roadmap**: Initially we had one roadmap and were (very) slowly checking off boxes there (via a "Roadmap" milestone). While this is easy, it's also pretty imprecise and not practical as the project grows
+2. **Estimated releases per quarter**: To give better guidance, we tried communicating our goals for the quarter; a pretty big window we thought we could roughly "hit". While the idea of not being too detailed was good, it is tough to estimate when some significant things are done if you do a lot of minor/ other things in parallel,
+   like working with the community and tuning things you go. Hitting time targets is tricky because there may be better things to do than sticking to that time target. This is always much easier to grasp for the people closely involved. The fallacy is to assume the thing you plan for exists in a vacuum.
+3. Since we do not want to limit ourselves in choosing the most effective course but still give some insight into what's going on and what's coming up, we updated the live roadmap [https://documen.so/live](https://documen.so/live). It now shows what we are currently working on and what we plan on doing next. We do not provide
+   a specific timeline anymore since we couldn't even if we wanted to. Of course, we set our short-term goals based on what's best for the community. We give updates on the issues being worked on as well as possible.
+
+## 2. Public Backlog - The longer-term roadmap
+
+> [github.com/documenso/backlog](https://github.com/documenso/backlog)
+
+The public backlog houses everything we want to build eventually. We do not provide a specific timeline of when that might happen. If we decide against something, it will be removed from the public backlog, as we consider this our long-term vision for Documenso. If you are interested in something on the roadmap, comment on the issue or post on Discord. This helps us gauge interest in specific features.
+**Issues in the public backlog are not** available to be worked on. For issues to work on, please check the main repository issues. The issues found here are scoped broader since they are not meant for immediate execution but rather give a sense of where Documenso is going and what we consider part of our domain.
+
+## 3. Internal Backlog
+
+> github.com/documenso/backlog-internal
+
+<figure>
+  <MdxNextImage
+    src="/blog/gh1.png"
+    width="1260"
+    height="630"
+    alt="GitHub: Development Board"
+  />
+
+  <figcaption className="text-center">
+    Our internal Kanban for development
+  </figcaption>
+</figure>
+
+This serves as the direct replacement for our Linear backlog. Here, we manage issues that are either too small or short-term for inclusion in the long-term roadmap, yet too specialized or fundamental to be integrated into the main repository. Our development Kanban board is implemented using a GitHub project.
+
+## 4. Internal Design Backlog
+
+> github.com/documenso/design-internal
+
+<figure>
+  <MdxNextImage
+    src="/blog/gh2.png"
+    width="1260"
+    height="630"
+    alt="GitHub: Design Board"
+  />
+
+  <figcaption className="text-center">
+    Our internal Kanban for design
+  </figcaption>
+</figure>
+
+This is the design equivalent of the internal backlog. The internal design backlog houses our design projects that include the exploration of new features, detailed UI designs, and improving the platform overall.
+It's similar to the Kanban board for the development backlog.
+
+## 5. Public Design Repository
+
+> [github.com/documenso/backlog-design](https://github.com/documenso/design)
+
+While the internal design backlog also existed in Linear, the public design repository is new. Since designing in the open is tricky, we opted to publish the detailed design artifacts with the corresponding feature instead.
+We already have design.documenso.com housing our general design system. Here, we will publish the specifics of how we applied this to each feature. We will publish the first artifacts here soon, what may be in the cards can be found on the [LIVE Roadmap](https://documen.so/live).
+
+Feel free to connect with us on  [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments! We're always here to help and would love to hear from you :)
+
+Best from Hamburg\
+Timur

apps/marketing/content/blog/pre-seed.mdx

@@ -1,6 +1,6 @@
 ---
 title: Announcing Pre-Seed and Open Metrics
-description: We are exicited to report the closing of our Pre-Seed round. You can find the juicy details on our new /open page. Yes, it was signed using Documenso.
+description: We are excited to report the closing of our Pre-Seed round. You can find the juicy details on our new /open page. Yes, it was signed using Documenso.
 authorName: 'Timur Ercan'
 authorImage: '/blog/blog-author-timur.jpeg'
 authorRole: 'Co-Founder'

apps/marketing/content/blog/shop.mdx

@@ -30,7 +30,7 @@ We kicked off [Malfunction Mania](https://documenso.com/blog/malfunction-mania)
 
 ## Documenso Merch Shop
 
-The shirt will be available in our [merch shop](https://documen.so/shop) via a unique discount code. While the shirt will be gone after Malfunction Mania, the shop is here to stay and provide a well-deserved reward for great community members and contributors. All items can be earned by contrinuting to Documenso.
+The shirt will be available in our [merch shop](https://documen.so/shop) via a unique discount code. While the shirt will be gone after Malfunction Mania, the shop is here to stay and provide a well-deserved reward for great community members and contributors. All items can be earned by contributing to Documenso.
 
 <figure>
   <MdxNextImage

apps/marketing/content/careers.mdx

@@ -0,0 +1,13 @@
+---
+title: Careers at Documenso
+---
+
+# Careers at Documenso
+
+So you love Documenso and all the things that we do and now you want to work with us to unlock the future of open signing?
+
+---
+
+## Open Positions
+
+Unfortunately we have no open positions available at the moment. Our team has grown and so we must grow with it, please check back from time to time as now is not forever and we may be hiring again in the future.

apps/marketing/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/marketing",
-  "version": "1.2.1",
+  "version": "1.2.3",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {
@@ -36,7 +36,7 @@
     "react-hook-form": "^7.43.9",
     "react-icons": "^4.11.0",
     "recharts": "^2.7.2",
-    "sharp": "0.32.5",
+    "sharp": "0.33.1",
     "typescript": "5.2.2",
     "zod": "^3.22.4"
   },

apps/marketing/process-env.d.ts

@@ -6,8 +6,6 @@ declare namespace NodeJS {
     NEXT_PRIVATE_DATABASE_URL: string;
 
     NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_FREE_PLAN_ID?: string;
 
     NEXT_PRIVATE_STRIPE_API_KEY: string;
     NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET: string;

apps/marketing/src/app/(marketing)/layout.tsx

@@ -29,7 +29,7 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
 
   return (
     <div
-      className={cn('relative max-w-[100vw] pt-20 md:pt-28', {
+      className={cn('relative flex min-h-[100vh] max-w-[100vw] flex-col pt-20 md:pt-28', {
         'overflow-y-auto overflow-x-hidden': pathname !== '/singleplayer',
       })}
     >
@@ -41,7 +41,7 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
         <Header className="mx-auto h-16 max-w-screen-xl px-4 md:h-20 lg:px-8" />
       </div>
 
-      <div className="relative mx-auto max-w-screen-xl px-4 lg:px-8">{children}</div>
+      <div className="relative mx-auto max-w-screen-xl flex-1 px-4 lg:px-8">{children}</div>
 
       <Footer className="bg-background border-muted mt-24 border-t" />
     </div>

apps/marketing/src/app/(marketing)/open/monthly-new-users-chart.tsx

@@ -3,7 +3,7 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyNewUsersChartProps = {
@@ -22,7 +22,7 @@ export const MonthlyNewUsersChart = ({ className, data }: MonthlyNewUsersChartPr
   return (
     <div className={cn('flex flex-col', className)}>
       <div className="flex items-center px-4">
-        <h3 className="text-lg font-semibold">Monthly New Users</h3>
+        <h3 className="text-lg font-semibold">New Users</h3>
       </div>
 
       <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">

apps/marketing/src/app/(marketing)/open/monthly-total-users-chart.tsx

@@ -3,7 +3,7 @@
 import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
-import { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyTotalUsersChartProps = {
@@ -22,7 +22,7 @@ export const MonthlyTotalUsersChart = ({ className, data }: MonthlyTotalUsersCha
   return (
     <div className={cn('flex flex-col', className)}>
       <div className="flex items-center px-4">
-        <h3 className="text-lg font-semibold">Monthly Total Users</h3>
+        <h3 className="text-lg font-semibold">Total Users</h3>
       </div>
 
       <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">

apps/marketing/src/app/(marketing)/open/tooltip.tsx

@@ -29,10 +29,7 @@ export function OpenPageTooltip() {
           </svg>
         </TooltipTrigger>
         <TooltipContent>
-          <p>
-            August and earlier: Active subscribers. September and beyond: Numbers of active
-            subscriptions.
-          </p>
+          <p>Active Subscriptions.</p>
         </TooltipContent>
       </Tooltip>
     </TooltipProvider>

apps/marketing/src/app/(marketing)/singleplayer/client.tsx

@@ -17,15 +17,14 @@ import { AddFieldsFormPartial } from '@documenso/ui/primitives/document-flow/add
 import type { TAddFieldsFormSchema } from '@documenso/ui/primitives/document-flow/add-fields.types';
 import { AddSignatureFormPartial } from '@documenso/ui/primitives/document-flow/add-signature';
 import type { TAddSignatureFormSchema } from '@documenso/ui/primitives/document-flow/add-signature.types';
-import {
-  DocumentFlowFormContainer,
-  DocumentFlowFormContainerHeader,
-} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type SinglePlayerModeStep = 'fields' | 'sign';
+const SinglePlayerModeSteps = ['fields', 'sign'] as const;
+type SinglePlayerModeStep = (typeof SinglePlayerModeSteps)[number];
 
 // !: This entire file is a hack to get around failed prerendering of
 // !: the Single Player Mode page. This regression was introduced during
@@ -87,6 +86,7 @@ export const SinglePlayerClient = () => {
       data.fields.map((field, i) => ({
         id: i,
         documentId: -1,
+        templateId: null,
         recipientId: -1,
         type: field.type,
         page: field.pageNumber,
@@ -149,6 +149,7 @@ export const SinglePlayerClient = () => {
   const placeholderRecipient: Recipient = {
     id: -1,
     documentId: -1,
+    templateId: null,
     email: '',
     name: '',
     token: '',
@@ -226,37 +227,35 @@ export const SinglePlayerClient = () => {
         </div>
 
         <div className="col-span-12 lg:col-span-6 xl:col-span-5">
-          <DocumentFlowFormContainer className="top-24" onSubmit={(e) => e.preventDefault()}>
-            <DocumentFlowFormContainerHeader
-              title={currentDocumentFlow.title}
-              description={currentDocumentFlow.description}
-            />
-
-            {/* Add fields to PDF page. */}
-            {step === 'fields' && (
+          <DocumentFlowFormContainer
+            className="top-24 lg:h-[calc(100vh-7rem)]"
+            onSubmit={(e) => e.preventDefault()}
+          >
+            <Stepper
+              currentStep={currentDocumentFlow.stepIndex}
+              setCurrentStep={(step) => setStep(SinglePlayerModeSteps[step - 1])}
+            >
+              {/* Add fields to PDF page. */}
               <fieldset disabled={!uploadedFile} className="flex h-full flex-col">
                 <AddFieldsFormPartial
                   documentFlow={documentFlow.fields}
                   hideRecipients={true}
                   recipients={uploadedFile ? [placeholderRecipient] : []}
-                  numberOfSteps={Object.keys(documentFlow).length}
                   fields={fields}
                   onSubmit={onFieldsSubmit}
                 />
               </fieldset>
-            )}
 
-            {/* Enter user details and signature. */}
-            {step === 'sign' && (
+              {/* Enter user details and signature. */}
+
               <AddSignatureFormPartial
                 documentFlow={documentFlow.sign}
-                numberOfSteps={Object.keys(documentFlow).length}
                 fields={fields}
                 onSubmit={onSignSubmit}
                 requireName={Boolean(fields.find((field) => field.type === 'NAME'))}
                 requireSignature={Boolean(fields.find((field) => field.type === 'SIGNATURE'))}
               />
-            )}
+            </Stepper>
           </DocumentFlowFormContainer>
         </div>
       </div>

apps/marketing/src/components/(marketing)/claim-plan-dialog.tsx

@@ -1,160 +0,0 @@
-'use client';
-
-import React, { useEffect, useState } from 'react';
-
-import { useSearchParams } from 'next/navigation';
-
-import { zodResolver } from '@hookform/resolvers/zod';
-import { Info } from 'lucide-react';
-import { usePlausible } from 'next-plausible';
-import { useForm } from 'react-hook-form';
-import { z } from 'zod';
-
-import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
-import { cn } from '@documenso/ui/lib/utils';
-import { Button } from '@documenso/ui/primitives/button';
-import {
-  Dialog,
-  DialogContent,
-  DialogDescription,
-  DialogHeader,
-  DialogTitle,
-  DialogTrigger,
-} from '@documenso/ui/primitives/dialog';
-import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
-import { useToast } from '@documenso/ui/primitives/use-toast';
-
-import { claimPlan } from '~/api/claim-plan/fetcher';
-
-import { FormErrorMessage } from '../form/form-error-message';
-
-export const ZClaimPlanDialogFormSchema = z.object({
-  name: z.string().trim().min(3, { message: 'Please enter a valid name.' }),
-  email: z.string().email(),
-});
-
-export type TClaimPlanDialogFormSchema = z.infer<typeof ZClaimPlanDialogFormSchema>;
-
-export type ClaimPlanDialogProps = {
-  className?: string;
-  planId: string;
-  children: React.ReactNode;
-};
-
-export const ClaimPlanDialog = ({ className, planId, children }: ClaimPlanDialogProps) => {
-  const params = useSearchParams();
-  const analytics = useAnalytics();
-  const event = usePlausible();
-
-  const { toast } = useToast();
-
-  const [open, setOpen] = useState(() => params?.get('cancelled') === 'true');
-
-  const {
-    register,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-    reset,
-  } = useForm<TClaimPlanDialogFormSchema>({
-    defaultValues: {
-      name: params?.get('name') ?? '',
-      email: params?.get('email') ?? '',
-    },
-    resolver: zodResolver(ZClaimPlanDialogFormSchema),
-  });
-
-  const onFormSubmit = async ({ name, email }: TClaimPlanDialogFormSchema) => {
-    try {
-      const delay = new Promise<void>((resolve) => {
-        setTimeout(resolve, 1000);
-      });
-
-      const [redirectUrl] = await Promise.all([
-        claimPlan({ name, email, planId, signatureText: name, signatureDataUrl: null }),
-        delay,
-      ]);
-
-      event('claim-plan-pricing');
-      analytics.capture('Marketing: Claim plan', { planId, email });
-
-      window.location.href = redirectUrl;
-    } catch (error) {
-      event('claim-plan-failed');
-      analytics.capture('Marketing: Claim plan failure', { planId, email });
-
-      toast({
-        title: 'Something went wrong',
-        description: error instanceof Error ? error.message : 'Please try again later.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    if (!isSubmitting && !open) {
-      reset();
-    }
-  }, [open]);
-
-  return (
-    <Dialog open={open} onOpenChange={(value) => !isSubmitting && setOpen(value)}>
-      <DialogTrigger asChild>{children}</DialogTrigger>
-
-      <DialogContent>
-        <DialogHeader>
-          <DialogTitle>Claim your plan</DialogTitle>
-
-          <DialogDescription className="mt-4">
-            We're almost there! Please enter your email address and name to claim your plan.
-          </DialogDescription>
-        </DialogHeader>
-
-        <form onSubmit={handleSubmit(onFormSubmit)}>
-          <fieldset disabled={isSubmitting} className={cn('flex flex-col gap-y-4', className)}>
-            {params?.get('cancelled') === 'true' && (
-              <div className="rounded-lg border border-yellow-400 bg-yellow-50 p-4">
-                <div className="flex">
-                  <div className="flex-shrink-0">
-                    <Info className="h-5 w-5 text-yellow-400" />
-                  </div>
-                  <div className="ml-3">
-                    <p className="text-sm leading-5 text-yellow-700">
-                      You have cancelled the payment process. If you didn't mean to do this, please
-                      try again.
-                    </p>
-                  </div>
-                </div>
-              </div>
-            )}
-
-            <div>
-              <Label className="text-muted-foreground">Name</Label>
-
-              <Input type="text" className="mt-2" {...register('name')} autoFocus />
-
-              <FormErrorMessage className="mt-1" error={errors.name} />
-            </div>
-
-            <div>
-              <Label className="text-muted-foreground">Email</Label>
-
-              <Input type="email" className="mt-2" {...register('email')} />
-
-              <FormErrorMessage className="mt-1" error={errors.email} />
-            </div>
-
-            <Button type="submit" size="lg" loading={isSubmitting}>
-              Claim the early adopters Plan (
-              {/* eslint-disable-next-line turbo/no-undeclared-env-vars */}
-              {planId === process.env.NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID
-                ? 'Monthly'
-                : 'Yearly'}
-              )
-            </Button>
-          </fieldset>
-        </form>
-      </DialogContent>
-    </Dialog>
-  );
-};

apps/marketing/src/components/(marketing)/footer.tsx

@@ -31,6 +31,7 @@ const FOOTER_LINKS = [
   { href: 'https://status.documenso.com', text: 'Status', target: '_blank' },
   { href: 'mailto:support@documenso.com', text: 'Support', target: '_blank' },
   { href: '/oss-friends', text: 'OSS Friends' },
+  { href: '/careers', text: 'Careers' },
   { href: '/privacy', text: 'Privacy' },
 ];
 
@@ -38,7 +39,7 @@ export const Footer = ({ className, ...props }: FooterProps) => {
   return (
     <div className={cn('border-t py-12', className)} {...props}>
       <div className="mx-auto flex w-full max-w-screen-xl flex-wrap items-start justify-between gap-8 px-8">
-        <div>
+        <div className="flex-shrink-0">
           <Link href="/">
             <Image
               src={LogoImage}
@@ -63,13 +64,13 @@ export const Footer = ({ className, ...props }: FooterProps) => {
           </div>
         </div>
 
-        <div className="grid max-w-xs flex-1 grid-cols-2 gap-x-4 gap-y-2">
+        <div className="grid w-full max-w-sm grid-cols-2 gap-x-4 gap-y-2 md:w-auto md:gap-x-8">
           {FOOTER_LINKS.map((link, index) => (
             <Link
               key={index}
               href={link.href}
               target={link.target}
-              className="text-muted-foreground hover:text-muted-foreground/80 flex-shrink-0 text-sm"
+              className="text-muted-foreground hover:text-muted-foreground/80 flex-shrink-0 break-words text-sm"
             >
               {link.text}
             </Link>

apps/marketing/src/components/(marketing)/pricing-table.tsx

@@ -1,9 +1,9 @@
 'use client';
 
-import { HTMLAttributes, useState } from 'react';
+import type { HTMLAttributes } from 'react';
+import { useState } from 'react';
 
 import Link from 'next/link';
-import { useSearchParams } from 'next/navigation';
 
 import { AnimatePresence, motion } from 'framer-motion';
 import { usePlausible } from 'next-plausible';
@@ -16,14 +16,9 @@ export type PricingTableProps = HTMLAttributes<HTMLDivElement>;
 const SELECTED_PLAN_BAR_LAYOUT_ID = 'selected-plan-bar';
 
 export const PricingTable = ({ className, ...props }: PricingTableProps) => {
-  const params = useSearchParams();
   const event = usePlausible();
 
-  const [period, setPeriod] = useState<'MONTHLY' | 'YEARLY'>(() =>
-    params?.get('planId') === process.env.NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID
-      ? 'YEARLY'
-      : 'MONTHLY',
-  );
+  const [period, setPeriod] = useState<'MONTHLY' | 'YEARLY'>('MONTHLY');
 
   return (
     <div className={cn('', className)} {...props}>

apps/marketing/src/components/(marketing)/single-player-mode/single-player-mode-success.tsx

@@ -6,8 +6,9 @@ import Link from 'next/link';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
-import { DocumentStatus, Signature } from '@documenso/prisma/client';
-import { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
+import type { Signature } from '@documenso/prisma/client';
+import { DocumentStatus } from '@documenso/prisma/client';
+import type { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
 import DocumentDialog from '@documenso/ui/components/document/document-dialog';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';

apps/marketing/src/components/(marketing)/widget.tsx

@@ -1,6 +1,7 @@
 'use client';
 
-import { HTMLAttributes, KeyboardEvent, useMemo, useState } from 'react';
+import type { HTMLAttributes, KeyboardEvent } from 'react';
+import { useMemo, useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { AnimatePresence, motion } from 'framer-motion';
@@ -26,6 +27,7 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { claimPlan } from '~/api/claim-plan/fetcher';
 
+import { STEP } from '../constants';
 import { FormErrorMessage } from '../form/form-error-message';
 
 const ZWidgetFormSchema = z
@@ -48,13 +50,16 @@ const ZWidgetFormSchema = z
 
 export type TWidgetFormSchema = z.infer<typeof ZWidgetFormSchema>;
 
+type StepKeys = keyof typeof STEP;
+type StepValues = (typeof STEP)[StepKeys];
+
 export type WidgetProps = HTMLAttributes<HTMLDivElement>;
 
 export const Widget = ({ className, children, ...props }: WidgetProps) => {
   const { toast } = useToast();
   const event = usePlausible();
 
-  const [step, setStep] = useState<'EMAIL' | 'NAME' | 'SIGN'>('EMAIL');
+  const [step, setStep] = useState<StepValues>(STEP.EMAIL);
   const [showSigningDialog, setShowSigningDialog] = useState(false);
   const [draftSignatureDataUrl, setDraftSignatureDataUrl] = useState<string | null>(null);
 
@@ -81,28 +86,28 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
   const signatureText = watch('signatureText');
 
   const stepsRemaining = useMemo(() => {
-    if (step === 'NAME') {
+    if (step === STEP.NAME) {
       return 2;
     }
 
-    if (step === 'SIGN') {
-      return 1;
+    if (step === STEP.EMAIL) {
+      return 3;
     }
 
-    return 3;
+    return 1;
   }, [step]);
 
   const onNextStepClick = () => {
-    if (step === 'EMAIL') {
-      setStep('NAME');
+    if (step === STEP.EMAIL) {
+      setStep(STEP.NAME);
 
       setTimeout(() => {
         document.querySelector<HTMLElement>('#name')?.focus();
       }, 0);
     }
 
-    if (step === 'NAME') {
-      setStep('SIGN');
+    if (step === STEP.NAME) {
+      setStep(STEP.SIGN);
 
       setTimeout(() => {
         document.querySelector<HTMLElement>('#signatureText')?.focus();
@@ -226,7 +231,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                           type="button"
                           className="bg-primary h-full w-14 rounded"
                           disabled={!field.value || !!errors.email?.message}
-                          onClick={() => step === 'EMAIL' && onNextStepClick()}
+                          onClick={() => step === STEP.EMAIL && onNextStepClick()}
                         >
                           Next
                         </Button>
@@ -238,7 +243,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
                 <FormErrorMessage error={errors.email} className="mt-1" />
               </motion.div>
 
-              {(step === 'NAME' || step === 'SIGN') && (
+              {(step === STEP.NAME || step === STEP.SIGN) && (
                 <motion.div
                   key="name"
                   className="mt-4"

apps/marketing/src/components/constants.ts

@@ -0,0 +1,5 @@
+export const STEP = {
+  EMAIL: 'EMAIL',
+  NAME: 'NAME',
+  SIGN: 'SIGN',
+} as const;

apps/marketing/src/pages/api/stripe/webhook/index.ts

@@ -1,4 +1,4 @@
-import { NextApiRequest, NextApiResponse } from 'next';
+import type { NextApiRequest, NextApiResponse } from 'next';
 
 import { randomBytes } from 'crypto';
 import { buffer } from 'micro';
@@ -6,7 +6,8 @@ import { buffer } from 'micro';
 import { insertImageInPDF } from '@documenso/lib/server-only/pdf/insert-image-in-pdf';
 import { insertTextInPDF } from '@documenso/lib/server-only/pdf/insert-text-in-pdf';
 import { redis } from '@documenso/lib/server-only/redis';
-import { Stripe, stripe } from '@documenso/lib/server-only/stripe';
+import type { Stripe } from '@documenso/lib/server-only/stripe';
+import { stripe } from '@documenso/lib/server-only/stripe';
 import { getFile } from '@documenso/lib/universal/upload/get-file';
 import { updateFile } from '@documenso/lib/universal/upload/update-file';
 import { prisma } from '@documenso/prisma';

apps/marketing/src/pages/api/trpc/[trpc].ts

@@ -4,6 +4,11 @@ import { appRouter } from '@documenso/trpc/server/router';
 
 export const config = {
   maxDuration: 60,
+  api: {
+    bodyParser: {
+      sizeLimit: '50mb',
+    },
+  },
 };
 
 export default trpcNext.createNextApiHandler({

apps/web/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@documenso/web",
-  "version": "1.2.1",
+  "version": "1.2.3",
   "private": true,
   "license": "AGPL-3.0",
   "scripts": {
@@ -8,6 +8,7 @@
     "build": "next build",
     "start": "next start",
     "lint": "next lint",
+    "e2e:prepare": "next build && next start",
     "lint:fix": "next lint --fix",
     "clean": "rimraf .next && rimraf node_modules",
     "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
@@ -41,7 +42,7 @@
     "react-hotkeys-hook": "^4.4.1",
     "react-icons": "^4.11.0",
     "react-rnd": "^10.4.1",
-    "sharp": "0.32.5",
+    "sharp": "0.33.1",
     "ts-pattern": "^5.0.5",
     "typescript": "5.2.2",
     "uqr": "^0.1.2",

apps/web/process-env.d.ts

@@ -6,8 +6,6 @@ declare namespace NodeJS {
     NEXT_PRIVATE_DATABASE_URL: string;
 
     NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_YEARLY_PRICE_ID: string;
-    NEXT_PUBLIC_STRIPE_FREE_PLAN_ID?: string;
 
     NEXT_PRIVATE_STRIPE_API_KEY: string;
     NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET: string;

apps/web/src/app/(dashboard)/admin/users/[id]/page.tsx

@@ -9,7 +9,6 @@ import type { z } from 'zod';
 import { trpc } from '@documenso/trpc/react';
 import { ZUpdateProfileMutationByAdminSchema } from '@documenso/trpc/server/admin-router/schema';
 import { Button } from '@documenso/ui/primitives/button';
-import { Combobox } from '@documenso/ui/primitives/combobox';
 import {
   Form,
   FormControl,
@@ -19,6 +18,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multiselect-combobox';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ZUserFormSchema = ZUpdateProfileMutationByAdminSchema.omit({ id: true });
@@ -117,7 +117,7 @@ export default function UserPage({ params }: { params: { id: number } }) {
                   <fieldset className="flex flex-col gap-2">
                     <FormLabel className="text-muted-foreground">Roles</FormLabel>
                     <FormControl>
-                      <Combobox
+                      <MultiSelectCombobox
                         listValues={roles}
                         onChange={(values: string[]) => onChange(values)}
                       />

apps/web/src/app/(dashboard)/admin/users/data-table-users.tsx

@@ -8,7 +8,7 @@ import { Edit, Loader } from 'lucide-react';
 
 import { useDebouncedValue } from '@documenso/lib/client-only/hooks/use-debounced-value';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { Document, Role, Subscription } from '@documenso/prisma/client';
+import type { Document, Role, Subscription } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
@@ -19,7 +19,7 @@ type UserData = {
   name: string | null;
   email: string;
   roles: Role[];
-  Subscription?: SubscriptionLite | null;
+  Subscription?: SubscriptionLite[] | null;
   Document: DocumentLite[];
 };
 
@@ -35,9 +35,16 @@ type UsersDataTableProps = {
   totalPages: number;
   perPage: number;
   page: number;
+  individualPriceIds: string[];
 };
 
-export const UsersDataTable = ({ users, totalPages, perPage, page }: UsersDataTableProps) => {
+export const UsersDataTable = ({
+  users,
+  totalPages,
+  perPage,
+  page,
+  individualPriceIds,
+}: UsersDataTableProps) => {
   const [isPending, startTransition] = useTransition();
   const updateSearchParams = useUpdateSearchParams();
   const [searchString, setSearchString] = useState('');
@@ -100,7 +107,13 @@ export const UsersDataTable = ({ users, totalPages, perPage, page }: UsersDataTa
           {
             header: 'Subscription',
             accessorKey: 'subscription',
-            cell: ({ row }) => row.original.Subscription?.status ?? 'NONE',
+            cell: ({ row }) => {
+              const foundIndividualSubscription = (row.original.Subscription ?? []).find((sub) =>
+                individualPriceIds.includes(sub.priceId),
+              );
+
+              return foundIndividualSubscription?.status ?? 'NONE';
+            },
           },
           {
             header: 'Documents',

apps/web/src/app/(dashboard)/admin/users/fetch-users.actions.ts

@@ -1,8 +1,16 @@
 'use server';
 
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
 import { findUsers } from '@documenso/lib/server-only/user/get-all-users';
 
 export async function search(search: string, page: number, perPage: number) {
+  const { user } = await getRequiredServerComponentSession();
+
+  if (!isAdmin(user)) {
+    throw new Error('Unauthorized');
+  }
+
   const results = await findUsers({ username: search, email: search, page, perPage });
 
   return results;

apps/web/src/app/(dashboard)/admin/users/page.tsx

@@ -1,3 +1,5 @@
+import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
+
 import { UsersDataTable } from './data-table-users';
 import { search } from './fetch-users.actions';
 
@@ -14,12 +16,23 @@ export default async function AdminManageUsers({ searchParams = {} }: AdminManag
   const perPage = Number(searchParams.perPage) || 10;
   const searchString = searchParams.search || '';
 
-  const { users, totalPages } = await search(searchString, page, perPage);
+  const [{ users, totalPages }, individualPrices] = await Promise.all([
+    search(searchString, page, perPage),
+    getPricesByType('individual'),
+  ]);
+
+  const individualPriceIds = individualPrices.map((price) => price.id);
 
   return (
     <div>
       <h2 className="text-4xl font-semibold">Manage users</h2>
-      <UsersDataTable users={users} totalPages={totalPages} page={page} perPage={perPage} />
+      <UsersDataTable
+        users={users}
+        individualPriceIds={individualPriceIds}
+        totalPages={totalPages}
+        page={page}
+        perPage={perPage}
+      />
     </div>
   );
 }

apps/web/src/app/(dashboard)/documents/[id]/edit-document.tsx

@@ -4,7 +4,7 @@ import { useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import type { DocumentData, Field, Recipient, User } from '@documenso/prisma/client';
+import type { DocumentData, DocumentMeta, Field, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc } from '@documenso/trpc/react';
@@ -18,12 +18,10 @@ import { AddSubjectFormPartial } from '@documenso/ui/primitives/document-flow/ad
 import type { TAddSubjectFormSchema } from '@documenso/ui/primitives/document-flow/add-subject.types';
 import { AddTitleFormPartial } from '@documenso/ui/primitives/document-flow/add-title';
 import type { TAddTitleFormSchema } from '@documenso/ui/primitives/document-flow/add-title.types';
-import {
-  DocumentFlowFormContainer,
-  DocumentFlowFormContainerHeader,
-} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type EditDocumentFormProps = {
@@ -31,23 +29,27 @@ export type EditDocumentFormProps = {
   user: User;
   document: DocumentWithData;
   recipients: Recipient[];
+  documentMeta: DocumentMeta | null;
   fields: Field[];
   documentData: DocumentData;
 };
 
 type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
+const EditDocumentSteps: EditDocumentStep[] = ['title', 'signers', 'fields', 'subject'];
 
 export const EditDocumentForm = ({
   className,
   document,
   recipients,
   fields,
+  documentMeta,
   user: _user,
   documentData,
 }: EditDocumentFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
 
+  // controlled stepper state
   const [step, setStep] = useState<EditDocumentStep>(
     document.status === DocumentStatus.DRAFT ? 'title' : 'signers',
   );
@@ -56,6 +58,8 @@ export const EditDocumentForm = ({
   const { mutateAsync: addFields } = trpc.field.addFields.useMutation();
   const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation();
   const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation();
+  const { mutateAsync: setPasswordForDocument } =
+    trpc.document.setPasswordForDocument.useMutation();
 
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
     title: {
@@ -67,24 +71,19 @@ export const EditDocumentForm = ({
       title: 'Add Signers',
       description: 'Add the people who will sign the document.',
       stepIndex: 2,
-      onBackStep: () => document.status === DocumentStatus.DRAFT && setStep('title'),
     },
     fields: {
       title: 'Add Fields',
       description: 'Add all relevant fields for each recipient.',
       stepIndex: 3,
-      onBackStep: () => setStep('signers'),
     },
     subject: {
       title: 'Add Subject',
       description: 'Add the subject and message you wish to send to signers.',
       stepIndex: 4,
-      onBackStep: () => setStep('fields'),
     },
   };
 
-  const currentDocumentFlow = documentFlow[step];
-
   const onAddTitleFormSubmit = async (data: TAddTitleFormSchema) => {
     try {
       // Custom invocation server action
@@ -116,7 +115,6 @@ export const EditDocumentForm = ({
       });
 
       router.refresh();
-
       setStep('fields');
     } catch (err) {
       console.error(err);
@@ -138,7 +136,6 @@ export const EditDocumentForm = ({
       });
 
       router.refresh();
-
       setStep('subject');
     } catch (err) {
       console.error(err);
@@ -152,14 +149,16 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message } = data.email;
+    const { subject, message, timezone, dateFormat } = data.meta;
 
     try {
       await sendDocument({
         documentId: document.id,
-        email: {
+        meta: {
           subject,
           message,
+          timezone,
+          dateFormat,
         },
       });
 
@@ -181,6 +180,15 @@ export const EditDocumentForm = ({
     }
   };
 
+  const onPasswordSubmit = async (password: string) => {
+    await setPasswordForDocument({
+      documentId: document.id,
+      password,
+    });
+  };
+
+  const currentDocumentFlow = documentFlow[step];
+
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -188,7 +196,13 @@ export const EditDocumentForm = ({
         gradient
       >
         <CardContent className="p-2">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            key={documentData.id}
+            documentData={documentData}
+            document={document}
+            password={documentMeta?.password}
+            onPasswordSubmit={onPasswordSubmit}
+          />
         </CardContent>
       </Card>
 
@@ -197,56 +211,43 @@ export const EditDocumentForm = ({
           className="lg:h-[calc(100vh-6rem)]"
           onSubmit={(e) => e.preventDefault()}
         >
-          <DocumentFlowFormContainerHeader
-            title={currentDocumentFlow.title}
-            description={currentDocumentFlow.description}
-          />
-
-          {step === 'title' && (
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(EditDocumentSteps[step - 1])}
+          >
             <AddTitleFormPartial
               key={recipients.length}
               documentFlow={documentFlow.title}
               recipients={recipients}
               fields={fields}
               document={document}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddTitleFormSubmit}
             />
-          )}
 
-          {step === 'signers' && (
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
               document={document}
               recipients={recipients}
               fields={fields}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddSignersFormSubmit}
             />
-          )}
-
-          {step === 'fields' && (
             <AddFieldsFormPartial
               key={fields.length}
               documentFlow={documentFlow.fields}
               recipients={recipients}
               fields={fields}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddFieldsFormSubmit}
             />
-          )}
-
-          {step === 'subject' && (
             <AddSubjectFormPartial
+              key={recipients.length}
               documentFlow={documentFlow.subject}
               document={document}
               recipients={recipients}
               fields={fields}
-              numberOfSteps={Object.keys(documentFlow).length}
               onSubmit={onAddSubjectFormSubmit}
             />
-          )}
+          </Stepper>
         </DocumentFlowFormContainer>
       </div>
     </div>

apps/web/src/app/(dashboard)/documents/[id]/page.tsx

@@ -3,10 +3,12 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft, Users2 } from 'lucide-react';
 
+import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
 import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
 import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { DocumentStatus as InternalDocumentStatus } from '@documenso/prisma/client';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
@@ -40,7 +42,24 @@ export default async function DocumentPage({ params }: DocumentPageProps) {
     redirect('/documents');
   }
 
-  const { documentData } = document;
+  const { documentData, documentMeta } = document;
+
+  if (documentMeta?.password) {
+    const key = DOCUMENSO_ENCRYPTION_KEY;
+
+    if (!key) {
+      throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY');
+    }
+
+    const securePassword = Buffer.from(
+      symmetricDecrypt({
+        key,
+        data: documentMeta.password,
+      }),
+    ).toString('utf-8');
+
+    documentMeta.password = securePassword;
+  }
 
   const [recipients, fields] = await Promise.all([
     getRecipientsForDocument({
@@ -83,6 +102,7 @@ export default async function DocumentPage({ params }: DocumentPageProps) {
           className="mt-8"
           document={document}
           user={user}
+          documentMeta={documentMeta}
           recipients={recipients}
           fields={fields}
           documentData={documentData}
@@ -91,7 +111,12 @@ export default async function DocumentPage({ params }: DocumentPageProps) {
 
       {document.status === InternalDocumentStatus.COMPLETED && (
         <div className="mx-auto mt-12 max-w-2xl">
-          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+          <LazyPDFViewer
+            document={document}
+            key={documentData.id}
+            documentMeta={documentMeta}
+            documentData={documentData}
+          />
         </div>
       )}
     </div>

apps/web/src/app/(dashboard)/documents/data-table-action-button.tsx

@@ -6,12 +6,13 @@ import { Download, Edit, Pencil } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 import { match } from 'ts-pattern';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import type { Document, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DataTableActionButtonProps = {
   row: Document & {
@@ -22,6 +23,7 @@ export type DataTableActionButtonProps = {
 
 export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
   const { data: session } = useSession();
+  const { toast } = useToast();
 
   if (!session) {
     return null;
@@ -37,39 +39,33 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
 
   const onDownloadClick = async () => {
-    let document: DocumentWithData | null = null;
+    try {
+      let document: DocumentWithData | null = null;
 
-    if (!recipient) {
-      document = await trpcClient.document.getDocumentById.query({
-        id: row.id,
-      });
-    } else {
-      document = await trpcClient.document.getDocumentByToken.query({
-        token: recipient.token,
+      if (!recipient) {
+        document = await trpcClient.document.getDocumentById.query({
+          id: row.id,
+        });
+      } else {
+        document = await trpcClient.document.getDocumentByToken.query({
+          token: recipient.token,
+        });
+      }
+
+      const documentData = document?.documentData;
+
+      if (!documentData) {
+        throw Error('No document available');
+      }
+
+      await downloadPDF({ documentData, fileName: row.title });
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'An error occurred while downloading your document.',
+        variant: 'destructive',
       });
     }
-
-    const documentData = document?.documentData;
-
-    if (!documentData) {
-      return;
-    }
-
-    const documentBytes = await getFile(documentData);
-
-    const blob = new Blob([documentBytes], {
-      type: 'application/pdf',
-    });
-
-    const link = window.document.createElement('a');
-    const baseTitle = row.title.includes('.pdf') ? row.title.split('.pdf')[0] : row.title;
-
-    link.href = window.URL.createObjectURL(blob);
-    link.download = baseTitle ? `${baseTitle}_signed.pdf` : 'document.pdf';
-
-    link.click();
-
-    window.URL.revokeObjectURL(link.href);
   };
 
   return match({

apps/web/src/app/(dashboard)/documents/data-table-action-dropdown.tsx

@@ -17,7 +17,7 @@ import {
 } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
-import { getFile } from '@documenso/lib/universal/upload/get-file';
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
 import type { Document, Recipient, User } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
@@ -30,9 +30,10 @@ import {
   DropdownMenuLabel,
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
+import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { ResendDocumentActionItem } from './_action-items/resend-document';
-import { DeleteDraftDocumentDialog } from './delete-draft-document-dialog';
+import { DeleteDocumentDialog } from './delete-document-dialog';
 import { DuplicateDocumentDialog } from './duplicate-document-dialog';
 
 export type DataTableActionDropdownProps = {
@@ -44,6 +45,7 @@ export type DataTableActionDropdownProps = {
 
 export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
   const { data: session } = useSession();
+  const { toast } = useToast();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
   const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
@@ -60,45 +62,40 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
   // const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
-  const isDocumentDeletable = isOwner && row.status === DocumentStatus.DRAFT;
+  const isDocumentDeletable = isOwner;
 
   const onDownloadClick = async () => {
-    let document: DocumentWithData | null = null;
+    try {
+      let document: DocumentWithData | null = null;
 
-    if (!recipient) {
-      document = await trpcClient.document.getDocumentById.query({
-        id: row.id,
-      });
-    } else {
-      document = await trpcClient.document.getDocumentByToken.query({
-        token: recipient.token,
+      if (!recipient) {
+        document = await trpcClient.document.getDocumentById.query({
+          id: row.id,
+        });
+      } else {
+        document = await trpcClient.document.getDocumentByToken.query({
+          token: recipient.token,
+        });
+      }
+
+      const documentData = document?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: row.title });
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'An error occurred while downloading your document.',
+        variant: 'destructive',
       });
     }
-
-    const documentData = document?.documentData;
-
-    if (!documentData) {
-      return;
-    }
-
-    const documentBytes = await getFile(documentData);
-
-    const blob = new Blob([documentBytes], {
-      type: 'application/pdf',
-    });
-
-    const link = window.document.createElement('a');
-    const baseTitle = row.title.includes('.pdf') ? row.title.split('.pdf')[0] : row.title;
-
-    link.href = window.URL.createObjectURL(blob);
-    link.download = baseTitle ? `${baseTitle}_signed.pdf` : 'document.pdf';
-
-    link.click();
-
-    window.URL.revokeObjectURL(link.href);
   };
 
   const nonSignedRecipients = row.Recipient.filter((item) => item.signingStatus !== 'SIGNED');
+
   return (
     <DropdownMenu>
       <DropdownMenuTrigger>
@@ -161,8 +158,10 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
       </DropdownMenuContent>
 
       {isDocumentDeletable && (
-        <DeleteDraftDocumentDialog
+        <DeleteDocumentDialog
           id={row.id}
+          status={row.status}
+          documentTitle={row.title}
           open={isDeleteDialogOpen}
           onOpenChange={setDeleteDialogOpen}
         />

apps/web/src/app/(dashboard)/documents/data-table.tsx

@@ -8,6 +8,7 @@ import { useSession } from 'next-auth/react';
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
 import type { FindResultSet } from '@documenso/lib/types/find-result-set';
 import type { Document, Recipient, User } from '@documenso/prisma/client';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
 
@@ -74,12 +75,14 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
           },
           {
             header: 'Actions',
-            cell: ({ row }) => (
-              <div className="flex items-center gap-x-4">
-                <DataTableActionButton row={row.original} />
-                <DataTableActionDropdown row={row.original} />
-              </div>
-            ),
+            cell: ({ row }) =>
+              (!row.original.deletedAt ||
+                row.original.status === ExtendedDocumentStatus.COMPLETED) && (
+                <div className="flex items-center gap-x-4">
+                  <DataTableActionButton row={row.original} />
+                  <DataTableActionDropdown row={row.original} />
+                </div>
+              ),
           },
         ]}
         data={results.data}

apps/web/src/app/(dashboard)/documents/delete-document-dialog.tsx

@@ -0,0 +1,129 @@
+import { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { DocumentStatus } from '@documenso/prisma/client';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DeleteDraftDocumentDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+  status: DocumentStatus;
+  documentTitle: string;
+};
+
+export const DeleteDocumentDialog = ({
+  id,
+  open,
+  onOpenChange,
+  status,
+  documentTitle,
+}: DeleteDraftDocumentDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const [inputValue, setInputValue] = useState('');
+  const [isDeleteEnabled, setIsDeleteEnabled] = useState(status === DocumentStatus.DRAFT);
+
+  const { mutateAsync: deleteDocument, isLoading } = trpcReact.document.deleteDocument.useMutation({
+    onSuccess: () => {
+      router.refresh();
+
+      toast({
+        title: 'Document deleted',
+        description: `"${documentTitle}" has been successfully deleted`,
+        duration: 5000,
+      });
+
+      onOpenChange(false);
+    },
+  });
+
+  useEffect(() => {
+    if (open) {
+      setInputValue('');
+      setIsDeleteEnabled(status === DocumentStatus.DRAFT);
+    }
+  }, [open, status]);
+
+  const onDelete = async () => {
+    try {
+      await deleteDocument({ id, status });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'This document could not be deleted at this time. Please try again.',
+        variant: 'destructive',
+        duration: 7500,
+      });
+    }
+  };
+
+  const onInputChange = (event: React.ChangeEvent<HTMLInputElement>) => {
+    setInputValue(event.target.value);
+    setIsDeleteEnabled(event.target.value === 'delete');
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Are you sure you want to delete "{documentTitle}"?</DialogTitle>
+
+          <DialogDescription>
+            Please note that this action is irreversible. Once confirmed, your document will be
+            permanently deleted.
+          </DialogDescription>
+        </DialogHeader>
+
+        {status !== DocumentStatus.DRAFT && (
+          <div className="mt-4">
+            <Input
+              type="text"
+              value={inputValue}
+              onChange={onInputChange}
+              placeholder="Type 'delete' to confirm"
+            />
+          </div>
+        )}
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button
+              type="button"
+              loading={isLoading}
+              onClick={onDelete}
+              disabled={!isDeleteEnabled}
+              variant="destructive"
+              className="flex-1"
+            >
+              Delete
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/documents/duplicate-document-dialog.tsx

@@ -41,6 +41,7 @@ export const DuplicateDocumentDialog = ({
     trpcReact.document.duplicateDocument.useMutation({
       onSuccess: (newId) => {
         router.push(`/documents/${newId}`);
+
         toast({
           title: 'Document Duplicated',
           description: 'Your document has been successfully duplicated.',

apps/web/src/app/(dashboard)/documents/page.tsx

@@ -88,7 +88,7 @@ export default async function DocumentsPage({ searchParams = {} }: DocumentsPage
                     <DocumentStatus status={value} />
 
                     {value !== ExtendedDocumentStatus.ALL && (
-                      <span className="ml-1 hidden opacity-50 md:inline-block">
+                      <span className="ml-1 inline-block opacity-50">
                         {Math.min(stats[value], 99)}
                         {stats[value] > 99 && '+'}
                       </span>

apps/web/src/app/(dashboard)/documents/upload-document.tsx

@@ -1,6 +1,6 @@
 'use client';
 
-import { useState } from 'react';
+import { useMemo, useState } from 'react';
 
 import Link from 'next/link';
 import { useRouter } from 'next/navigation';
@@ -9,6 +9,7 @@ import { Loader } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
 import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
 import { TRPCClientError } from '@documenso/trpc/client';
@@ -23,6 +24,8 @@ export type UploadDocumentProps = {
 
 export const UploadDocument = ({ className }: UploadDocumentProps) => {
   const router = useRouter();
+  const analytics = useAnalytics();
+
   const { data: session } = useSession();
 
   const { toast } = useToast();
@@ -33,6 +36,16 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
 
   const { mutateAsync: createDocument } = trpc.document.createDocument.useMutation();
 
+  const disabledMessage = useMemo(() => {
+    if (remaining.documents === 0) {
+      return 'You have reached your document limit.';
+    }
+
+    if (!session?.user.emailVerified) {
+      return 'Verify your email to upload documents.';
+    }
+  }, [remaining.documents, session?.user.emailVerified]);
+
   const onFileDrop = async (file: File) => {
     try {
       setIsLoading(true);
@@ -55,6 +68,12 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
         duration: 5000,
       });
 
+      analytics.capture('App: Document Uploaded', {
+        userId: session?.user.id,
+        documentId: id,
+        timestamp: new Date().toISOString(),
+      });
+
       router.push(`/documents/${id}`);
     } catch (error) {
       console.error(error);
@@ -82,6 +101,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
       <DocumentDropzone
         className="min-h-[40vh]"
         disabled={remaining.documents === 0 || !session?.user.emailVerified}
+        disabledMessage={disabledMessage}
         onDrop={onFileDrop}
       />
 

apps/web/src/app/(dashboard)/settings/billing/billing-plans.tsx

@@ -4,7 +4,7 @@ import { useState } from 'react';
 
 import { AnimatePresence, motion } from 'framer-motion';
 
-import { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import type { PriceIntervals } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
 import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
 import { toHumanPrice } from '@documenso/lib/universal/stripe/to-human-price';
 import { Button } from '@documenso/ui/primitives/button';

apps/web/src/app/(dashboard)/settings/billing/create-billing-portal.action.ts

@@ -1,46 +1,13 @@
 'use server';
 
-import {
-  getStripeCustomerByEmail,
-  getStripeCustomerById,
-} from '@documenso/ee/server-only/stripe/get-customer';
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
-import { stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
 
 export const createBillingPortal = async () => {
   const { user } = await getRequiredServerComponentSession();
 
-  const existingSubscription = await getSubscriptionByUserId({ userId: user.id });
-
-  let stripeCustomer: Stripe.Customer | null = null;
-
-  // Find the Stripe customer for the current user subscription.
-  if (existingSubscription) {
-    stripeCustomer = await getStripeCustomerById(existingSubscription.customerId);
-
-    if (!stripeCustomer) {
-      throw new Error('Missing Stripe customer for subscription');
-    }
-  }
-
-  // Fallback to check if a Stripe customer already exists for the current user email.
-  if (!stripeCustomer) {
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
-  // Create a Stripe customer if it does not exist for the current user.
-  if (!stripeCustomer) {
-    stripeCustomer = await stripe.customers.create({
-      name: user.name ?? undefined,
-      email: user.email,
-      metadata: {
-        userId: user.id,
-      },
-    });
-  }
+  const { stripeCustomer } = await getStripeCustomerByUser(user);
 
   return getPortalSession({
     customerId: stripeCustomer.id,

apps/web/src/app/(dashboard)/settings/billing/create-checkout.action.ts

@@ -1,55 +1,36 @@
 'use server';
 
-import { createCustomer } from '@documenso/ee/server-only/stripe/create-customer';
 import { getCheckoutSession } from '@documenso/ee/server-only/stripe/get-checkout-session';
-import {
-  getStripeCustomerByEmail,
-  getStripeCustomerById,
-} from '@documenso/ee/server-only/stripe/get-customer';
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
+import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscription/get-subscriptions-by-user-id';
 
 export type CreateCheckoutOptions = {
   priceId: string;
 };
 
 export const createCheckout = async ({ priceId }: CreateCheckoutOptions) => {
-  const { user } = await getRequiredServerComponentSession();
+  const session = await getRequiredServerComponentSession();
 
-  const existingSubscription = await getSubscriptionByUserId({ userId: user.id });
+  const { user, stripeCustomer } = await getStripeCustomerByUser(session.user);
 
-  let stripeCustomer: Stripe.Customer | null = null;
+  const existingSubscriptions = await getSubscriptionsByUserId({ userId: user.id });
 
-  // Find the Stripe customer for the current user subscription.
-  if (existingSubscription) {
-    stripeCustomer = await getStripeCustomerById(existingSubscription.customerId);
-
-    if (!stripeCustomer) {
-      throw new Error('Missing Stripe customer for subscription');
-    }
+  const foundSubscription = existingSubscriptions.find(
+    (subscription) =>
+      subscription.priceId === priceId &&
+      subscription.periodEnd &&
+      subscription.periodEnd >= new Date(),
+  );
 
+  if (foundSubscription) {
     return getPortalSession({
       customerId: stripeCustomer.id,
       returnUrl: `${process.env.NEXT_PUBLIC_WEBAPP_URL}/settings/billing`,
     });
   }
 
-  // Fallback to check if a Stripe customer already exists for the current user email.
-  if (!stripeCustomer) {
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
-  // Create a Stripe customer if it does not exist for the current user.
-  if (!stripeCustomer) {
-    await createCustomer({
-      user,
-    });
-
-    stripeCustomer = await getStripeCustomerByEmail(user.email);
-  }
-
   return getCheckoutSession({
     customerId: stripeCustomer.id,
     priceId,

apps/web/src/app/(dashboard)/settings/billing/page.tsx

@@ -2,12 +2,15 @@ import { redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPricesByInterval } from '@documenso/ee/server-only/stripe/get-prices-by-interval';
+import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
 import { getProductByPriceId } from '@documenso/ee/server-only/stripe/get-product-by-price-id';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
-import type { Stripe } from '@documenso/lib/server-only/stripe';
-import { getSubscriptionByUserId } from '@documenso/lib/server-only/subscription/get-subscription-by-user-id';
+import { type Stripe } from '@documenso/lib/server-only/stripe';
+import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscription/get-subscriptions-by-user-id';
+import { SubscriptionStatus } from '@documenso/prisma/client';
 
 import { LocaleDate } from '~/components/formatter/locale-date';
 
@@ -15,7 +18,7 @@ import { BillingPlans } from './billing-plans';
 import { BillingPortalButton } from './billing-portal-button';
 
 export default async function BillingSettingsPage() {
-  const { user } = await getRequiredServerComponentSession();
+  let { user } = await getRequiredServerComponentSession();
 
   const isBillingEnabled = await getServerComponentFlag('app_billing');
 
@@ -24,20 +27,36 @@ export default async function BillingSettingsPage() {
     redirect('/settings/profile');
   }
 
-  const [subscription, prices] = await Promise.all([
-    getSubscriptionByUserId({ userId: user.id }),
-    getPricesByInterval(),
+  if (!user.customerId) {
+    user = await getStripeCustomerByUser(user).then((result) => result.user);
+  }
+
+  const [subscriptions, prices, individualPrices] = await Promise.all([
+    getSubscriptionsByUserId({ userId: user.id }),
+    getPricesByInterval({ type: 'individual' }),
+    getPricesByType('individual'),
   ]);
 
+  const individualPriceIds = individualPrices.map(({ id }) => id);
+
   let subscriptionProduct: Stripe.Product | null = null;
 
+  const individualUserSubscriptions = subscriptions.filter(({ priceId }) =>
+    individualPriceIds.includes(priceId),
+  );
+
+  const subscription =
+    individualUserSubscriptions.find(({ status }) => status === SubscriptionStatus.ACTIVE) ??
+    individualUserSubscriptions[0];
+
   if (subscription?.priceId) {
     subscriptionProduct = await getProductByPriceId({ priceId: subscription.priceId }).catch(
       () => null,
     );
   }
 
-  const isMissingOrInactiveOrFreePlan = !subscription || subscription.status === 'INACTIVE';
+  const isMissingOrInactiveOrFreePlan =
+    !subscription || subscription.status === SubscriptionStatus.INACTIVE;
 
   return (
     <div>

apps/web/src/app/(dashboard)/templates/[id]/edit-template.tsx

@@ -0,0 +1,156 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import type { DocumentData, Field, Recipient, Template, User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  DocumentFlowFormContainer,
+  DocumentFlowFormContainerHeader,
+} from '@documenso/ui/primitives/document-flow/document-flow-root';
+import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+import { Stepper } from '@documenso/ui/primitives/stepper';
+import { AddTemplateFieldsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-fields';
+import type { TAddTemplateFieldsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-fields.types';
+import { AddTemplatePlaceholderRecipientsFormPartial } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients';
+import type { TAddTemplatePlacholderRecipientsFormSchema } from '@documenso/ui/primitives/template-flow/add-template-placeholder-recipients.types';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type EditTemplateFormProps = {
+  className?: string;
+  user: User;
+  template: Template;
+  recipients: Recipient[];
+  fields: Field[];
+  documentData: DocumentData;
+};
+
+type EditTemplateStep = 'signers' | 'fields';
+const EditTemplateSteps: EditTemplateStep[] = ['signers', 'fields'];
+
+export const EditTemplateForm = ({
+  className,
+  template,
+  recipients,
+  fields,
+  user: _user,
+  documentData,
+}: EditTemplateFormProps) => {
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const [step, setStep] = useState<EditTemplateStep>('signers');
+
+  const documentFlow: Record<EditTemplateStep, DocumentFlowStep> = {
+    signers: {
+      title: 'Add Placeholders',
+      description: 'Add all relevant placeholders for each recipient.',
+      stepIndex: 1,
+    },
+    fields: {
+      title: 'Add Fields',
+      description: 'Add all relevant fields for each recipient.',
+      stepIndex: 2,
+    },
+  };
+
+  const currentDocumentFlow = documentFlow[step];
+
+  const { mutateAsync: addTemplateFields } = trpc.field.addTemplateFields.useMutation();
+  const { mutateAsync: addTemplateSigners } = trpc.recipient.addTemplateSigners.useMutation();
+
+  const onAddTemplatePlaceholderFormSubmit = async (
+    data: TAddTemplatePlacholderRecipientsFormSchema,
+  ) => {
+    try {
+      await addTemplateSigners({
+        templateId: template.id,
+        signers: data.signers,
+      });
+
+      router.refresh();
+
+      setStep('fields');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onAddFieldsFormSubmit = async (data: TAddTemplateFieldsFormSchema) => {
+    try {
+      await addTemplateFields({
+        templateId: template.id,
+        fields: data.fields,
+      });
+
+      toast({
+        title: 'Template saved',
+        description: 'Your templates has been saved successfully.',
+        duration: 5000,
+      });
+
+      router.push('/templates');
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while adding signers.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
+      <Card
+        className="relative col-span-12 rounded-xl before:rounded-xl lg:col-span-6 xl:col-span-7"
+        gradient
+      >
+        <CardContent className="p-2">
+          <LazyPDFViewer key={documentData.id} documentData={documentData} />
+        </CardContent>
+      </Card>
+
+      <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+        <DocumentFlowFormContainer
+          className="lg:h-[calc(100vh-6rem)]"
+          onSubmit={(e) => e.preventDefault()}
+        >
+          <DocumentFlowFormContainerHeader
+            title={currentDocumentFlow.title}
+            description={currentDocumentFlow.description}
+          />
+
+          <Stepper
+            currentStep={currentDocumentFlow.stepIndex}
+            setCurrentStep={(step) => setStep(EditTemplateSteps[step - 1])}
+          >
+            <AddTemplatePlaceholderRecipientsFormPartial
+              key={recipients.length}
+              documentFlow={documentFlow.signers}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddTemplatePlaceholderFormSubmit}
+            />
+
+            <AddTemplateFieldsFormPartial
+              key={fields.length}
+              documentFlow={documentFlow.fields}
+              recipients={recipients}
+              fields={fields}
+              onSubmit={onAddFieldsFormSubmit}
+            />
+          </Stepper>
+        </DocumentFlowFormContainer>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/[id]/page.tsx

@@ -0,0 +1,81 @@
+import React from 'react';
+
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft } from 'lucide-react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getFieldsForTemplate } from '@documenso/lib/server-only/field/get-fields-for-template';
+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 { TemplateType } from '~/components/formatter/template-type';
+
+import { EditTemplateForm } from './edit-template';
+
+export type TemplatePageProps = {
+  params: {
+    id: string;
+  };
+};
+
+export default async function TemplatePage({ params }: TemplatePageProps) {
+  const { id } = params;
+
+  const templateId = Number(id);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect('/documents');
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData) {
+    redirect('/documents');
+  }
+
+  const { templateDocumentData } = template;
+
+  const [templateRecipients, templateFields] = await Promise.all([
+    getRecipientsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+    getFieldsForTemplate({
+      templateId,
+      userId: user.id,
+    }),
+  ]);
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <Link href="/templates" className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Templates
+      </Link>
+
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={template.title}>
+        {template.title}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <TemplateType inheritColor type={template.type} className="text-muted-foreground" />
+      </div>
+
+      <EditTemplateForm
+        className="mt-8"
+        template={template}
+        user={user}
+        recipients={templateRecipients}
+        fields={templateFields}
+        documentData={templateDocumentData}
+      />
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx

@@ -0,0 +1,79 @@
+'use client';
+
+import { useState } from 'react';
+
+import Link from 'next/link';
+
+import { Copy, Edit, MoreHorizontal, Trash2 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import type { Template } from '@documenso/prisma/client';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+
+import { DeleteTemplateDialog } from './delete-template-dialog';
+import { DuplicateTemplateDialog } from './duplicate-template-dialog';
+
+export type DataTableActionDropdownProps = {
+  row: Template;
+};
+
+export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
+  const { data: session } = useSession();
+
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
+
+  if (!session) {
+    return null;
+  }
+
+  const isOwner = row.userId === session.user.id;
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger>
+        <MoreHorizontal className="text-muted-foreground h-5 w-5" />
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent className="w-52" align="start" forceMount>
+        <DropdownMenuLabel>Action</DropdownMenuLabel>
+
+        <DropdownMenuItem disabled={!isOwner} asChild>
+          <Link href={`/templates/${row.id}`}>
+            <Edit className="mr-2 h-4 w-4" />
+            Edit
+          </Link>
+        </DropdownMenuItem>
+
+        {/* <DropdownMenuItem disabled={!isOwner} onClick={async () => onDuplicateButtonClick(row.id)}> */}
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDuplicateDialogOpen(true)}>
+          <Copy className="mr-2 h-4 w-4" />
+          Duplicate
+        </DropdownMenuItem>
+
+        <DropdownMenuItem disabled={!isOwner} onClick={() => setDeleteDialogOpen(true)}>
+          <Trash2 className="mr-2 h-4 w-4" />
+          Delete
+        </DropdownMenuItem>
+      </DropdownMenuContent>
+
+      <DuplicateTemplateDialog
+        id={row.id}
+        open={isDuplicateDialogOpen}
+        onOpenChange={setDuplicateDialogOpen}
+      />
+
+      <DeleteTemplateDialog
+        id={row.id}
+        open={isDeleteDialogOpen}
+        onOpenChange={setDeleteDialogOpen}
+      />
+    </DropdownMenu>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-templates.tsx

@@ -0,0 +1,138 @@
+'use client';
+
+import { useState, useTransition } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { Loader, Plus } from 'lucide-react';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import type { Template } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { DataTableActionDropdown } from './data-table-action-dropdown';
+import { DataTableTitle } from './data-table-title';
+
+type TemplatesDataTableProps = {
+  templates: Template[];
+  perPage: number;
+  page: number;
+  totalPages: number;
+};
+
+export const TemplatesDataTable = ({
+  templates,
+  perPage,
+  page,
+  totalPages,
+}: TemplatesDataTableProps) => {
+  const [isPending, startTransition] = useTransition();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const router = useRouter();
+
+  const { toast } = useToast();
+  const [loadingStates, setLoadingStates] = useState<{ [key: string]: boolean }>({});
+
+  const { mutateAsync: createDocumentFromTemplate } =
+    trpc.template.createDocumentFromTemplate.useMutation();
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    startTransition(() => {
+      updateSearchParams({
+        page,
+        perPage,
+      });
+    });
+  };
+
+  const onUseButtonClick = async (templateId: number) => {
+    try {
+      const { id } = await createDocumentFromTemplate({
+        templateId,
+      });
+
+      toast({
+        title: 'Document created',
+        description: 'Your document has been created from the template successfully.',
+        duration: 5000,
+      });
+
+      router.push(`/documents/${id}`);
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while creating document from template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <div className="relative">
+      <DataTable
+        columns={[
+          {
+            header: 'Created',
+            accessorKey: 'createdAt',
+            cell: ({ row }) => <LocaleDate date={row.original.createdAt} />,
+          },
+          {
+            header: 'Title',
+            cell: ({ row }) => <DataTableTitle row={row.original} />,
+          },
+          {
+            header: 'Type',
+            accessorKey: 'type',
+            cell: ({ row }) => <TemplateType type={row.original.type} />,
+          },
+          {
+            header: 'Actions',
+            accessorKey: 'actions',
+            cell: ({ row }) => {
+              const isRowLoading = loadingStates[row.original.id];
+
+              return (
+                <div className="flex items-center gap-x-4">
+                  <Button
+                    disabled={isRowLoading}
+                    loading={isRowLoading}
+                    onClick={async () => {
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: true }));
+                      await onUseButtonClick(row.original.id);
+                      setLoadingStates((prev) => ({ ...prev, [row.original.id]: false }));
+                    }}
+                  >
+                    {!isRowLoading && <Plus className="-ml-1 mr-2 h-4 w-4" />}
+                    Use Template
+                  </Button>
+                  <DataTableActionDropdown row={row.original} />
+                </div>
+              );
+            },
+          },
+        ]}
+        data={templates}
+        perPage={perPage}
+        currentPage={page}
+        totalPages={totalPages}
+        onPaginationChange={onPaginationChange}
+      >
+        {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+      </DataTable>
+
+      {isPending && (
+        <div className="absolute inset-0 flex items-center justify-center bg-white/50">
+          <Loader className="h-8 w-8 animate-spin text-gray-500" />
+        </div>
+      )}
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/data-table-title.tsx

@@ -0,0 +1,26 @@
+import Link from 'next/link';
+
+import { useSession } from 'next-auth/react';
+
+import { Template } from '@documenso/prisma/client';
+
+export type DataTableTitleProps = {
+  row: Template;
+};
+
+export const DataTableTitle = ({ row }: DataTableTitleProps) => {
+  const { data: session } = useSession();
+
+  if (!session) {
+    return null;
+  }
+
+  return (
+    <Link
+      href={`/templates/${row.id}`}
+      className="block max-w-[10rem] cursor-pointer truncate font-medium hover:underline md:max-w-[20rem]"
+    >
+      {row.title}
+    </Link>
+  );
+};

apps/web/src/app/(dashboard)/templates/delete-template-dialog.tsx

@@ -12,43 +12,38 @@ import {
 } from '@documenso/ui/primitives/dialog';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type DeleteDraftDocumentDialogProps = {
+type DeleteTemplateDialogProps = {
   id: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
-export const DeleteDraftDocumentDialog = ({
-  id,
-  open,
-  onOpenChange,
-}: DeleteDraftDocumentDialogProps) => {
+export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateDialogProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
 
-  const { mutateAsync: deleteDocument, isLoading } =
-    trpcReact.document.deleteDraftDocument.useMutation({
-      onSuccess: () => {
-        router.refresh();
+  const { mutateAsync: deleteTemplate, isLoading } = trpcReact.template.deleteTemplate.useMutation({
+    onSuccess: () => {
+      router.refresh();
 
-        toast({
-          title: 'Document deleted',
-          description: 'Your document has been successfully deleted.',
-          duration: 5000,
-        });
+      toast({
+        title: 'Template deleted',
+        description: 'Your template has been successfully deleted.',
+        duration: 5000,
+      });
 
-        onOpenChange(false);
-      },
-    });
+      onOpenChange(false);
+    },
+  });
 
-  const onDraftDelete = async () => {
+  const onDeleteTemplate = async () => {
     try {
-      await deleteDocument({ id });
+      await deleteTemplate({ id });
     } catch {
       toast({
         title: 'Something went wrong',
-        description: 'This document could not be deleted at this time. Please try again.',
+        description: 'This template could not be deleted at this time. Please try again.',
         variant: 'destructive',
         duration: 7500,
       });
@@ -59,10 +54,10 @@ export const DeleteDraftDocumentDialog = ({
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
       <DialogContent>
         <DialogHeader>
-          <DialogTitle>Do you want to delete this document?</DialogTitle>
+          <DialogTitle>Do you want to delete this template?</DialogTitle>
 
           <DialogDescription>
-            Please note that this action is irreversible. Once confirmed, your document will be
+            Please note that this action is irreversible. Once confirmed, your template will be
             permanently deleted.
           </DialogDescription>
         </DialogHeader>
@@ -78,7 +73,7 @@ export const DeleteDraftDocumentDialog = ({
               Cancel
             </Button>
 
-            <Button type="button" loading={isLoading} onClick={onDraftDelete} className="flex-1">
+            <Button type="button" loading={isLoading} onClick={onDeleteTemplate} className="flex-1">
               Delete
             </Button>
           </div>

apps/web/src/app/(dashboard)/templates/duplicate-template-dialog.tsx

@@ -0,0 +1,87 @@
+import { useRouter } from 'next/navigation';
+
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+type DuplicateTemplateDialogProps = {
+  id: number;
+  open: boolean;
+  onOpenChange: (_open: boolean) => void;
+};
+
+export const DuplicateTemplateDialog = ({
+  id,
+  open,
+  onOpenChange,
+}: DuplicateTemplateDialogProps) => {
+  const router = useRouter();
+
+  const { toast } = useToast();
+
+  const { mutateAsync: duplicateTemplate, isLoading } =
+    trpcReact.template.duplicateTemplate.useMutation({
+      onSuccess: () => {
+        router.refresh();
+
+        toast({
+          title: 'Template duplicated',
+          description: 'Your template has been duplicated successfully.',
+          duration: 5000,
+        });
+
+        onOpenChange(false);
+      },
+    });
+
+  const onDuplicate = async () => {
+    try {
+      await duplicateTemplate({
+        templateId: id,
+      });
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while duplicating template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Do you want to duplicate this template?</DialogTitle>
+
+          <DialogDescription className="pt-2">Your template will be duplicated.</DialogDescription>
+        </DialogHeader>
+
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <Button
+              type="button"
+              variant="secondary"
+              onClick={() => onOpenChange(false)}
+              className="flex-1"
+            >
+              Cancel
+            </Button>
+
+            <Button type="button" loading={isLoading} onClick={onDuplicate} className="flex-1">
+              Duplicate
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/empty-state.tsx

@@ -0,0 +1,17 @@
+import { Bird } from 'lucide-react';
+
+export const EmptyTemplateState = () => {
+  return (
+    <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">We're all empty</h3>
+
+        <p className="mt-2 max-w-[50ch]">
+          You have not yet created any templates. To create a template please upload one.
+        </p>
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(dashboard)/templates/new-template-dialog.tsx

@@ -0,0 +1,228 @@
+'use client';
+
+import React, { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { FilePlus, X } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+import { useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
+import { base64 } from '@documenso/lib/universal/base64';
+import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import {
+  Dialog,
+  DialogContent,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { DocumentDropzone } from '@documenso/ui/primitives/document-dropzone';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZCreateTemplateFormSchema = z.object({
+  name: z.string(),
+});
+
+type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
+
+export const NewTemplateDialog = () => {
+  const router = useRouter();
+  const { data: session } = useSession();
+  const { toast } = useToast();
+
+  const form = useForm<TCreateTemplateFormSchema>({
+    defaultValues: {
+      name: '',
+    },
+    resolver: zodResolver(ZCreateTemplateFormSchema),
+  });
+
+  const { mutateAsync: createTemplate, isLoading: isCreatingTemplate } =
+    trpc.template.createTemplate.useMutation();
+
+  const [showNewTemplateDialog, setShowNewTemplateDialog] = useState(false);
+  const [uploadedFile, setUploadedFile] = useState<{ file: File; fileBase64: string } | null>();
+
+  const onFileDrop = async (file: File) => {
+    try {
+      const arrayBuffer = await file.arrayBuffer();
+      const base64String = base64.encode(new Uint8Array(arrayBuffer));
+
+      setUploadedFile({
+        file,
+        fileBase64: `data:application/pdf;base64,${base64String}`,
+      });
+
+      if (!form.getValues('name')) {
+        form.setValue('name', file.name);
+      }
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onSubmit = async (values: TCreateTemplateFormSchema) => {
+    if (!uploadedFile) {
+      return;
+    }
+
+    const file: File = uploadedFile.file;
+
+    try {
+      const { type, data } = await putFile(file);
+
+      const { id: templateDocumentDataId } = await createDocumentData({
+        type,
+        data,
+      });
+
+      const { id } = await createTemplate({
+        title: values.name ? values.name : file.name,
+        templateDocumentDataId,
+      });
+
+      toast({
+        title: 'Template document uploaded',
+        description:
+          'Your document has been uploaded successfully. You will be redirected to the template page.',
+        duration: 5000,
+      });
+
+      setShowNewTemplateDialog(false);
+
+      void router.push(`/templates/${id}`);
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'Please try again later.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const resetForm = () => {
+    if (form.getValues('name') === uploadedFile?.file.name) {
+      form.reset();
+    }
+
+    setUploadedFile(null);
+  };
+
+  useEffect(() => {
+    if (!showNewTemplateDialog) {
+      form.reset();
+    }
+  }, [form, showNewTemplateDialog]);
+
+  return (
+    <Dialog open={showNewTemplateDialog} onOpenChange={setShowNewTemplateDialog}>
+      <DialogTrigger asChild>
+        <Button className="cursor-pointer" disabled={!session?.user.emailVerified}>
+          <FilePlus className="-ml-1 mr-2 h-4 w-4" />
+          New Template
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent className="w-full max-w-xl">
+        <DialogHeader>
+          <DialogTitle className="mb-4">New Template</DialogTitle>
+        </DialogHeader>
+
+        <div>
+          <Form {...form}>
+            <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+              <FormField
+                control={form.control}
+                name="name"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Name your template</FormLabel>
+                    <FormControl>
+                      <Input id="email" type="text" className="bg-background mt-1.5" {...field} />
+                    </FormControl>
+                    <FormDescription>
+                      <span className="text-muted-foreground text-xs">
+                        Leave this empty if you would like to use your document's name for the
+                        template
+                      </span>
+                    </FormDescription>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <div>
+                <Label htmlFor="template">Upload a Document</Label>
+
+                <div className="my-3">
+                  {uploadedFile ? (
+                    <Card gradient className="h-[40vh]">
+                      <CardContent className="flex h-full flex-col items-center justify-center p-2">
+                        <button
+                          onClick={() => resetForm()}
+                          title="Remove Template"
+                          className="text-muted-foreground absolute right-2.5 top-2.5 rounded-sm opacity-60 transition-opacity hover:opacity-100 focus:outline-none disabled:pointer-events-none"
+                        >
+                          <X className="h-6 w-6" />
+                          <span className="sr-only">Remove Template</span>
+                        </button>
+
+                        <div className="border-muted-foreground/20 group-hover:border-documenso/80 dark:bg-muted/80 z-10 flex aspect-[3/4] w-24 flex-col gap-y-1 rounded-lg border bg-white/80 px-2 py-4 backdrop-blur-sm">
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-5/6 rounded-[2px]" />
+                          <div className="bg-muted-foreground/20 group-hover:bg-documenso h-2 w-full rounded-[2px]" />
+                        </div>
+
+                        <p className="group-hover:text-foreground text-muted-foreground mt-4 font-medium">
+                          Uploaded Document
+                        </p>
+
+                        <span className="text-muted-foreground/80 mt-1 text-sm">
+                          {uploadedFile.file.name}
+                        </span>
+                      </CardContent>
+                    </Card>
+                  ) : (
+                    <DocumentDropzone
+                      className="mt-1.5 h-[40vh]"
+                      onDrop={onFileDrop}
+                      type="template"
+                    />
+                  )}
+                </div>
+              </div>
+
+              <div className="flex w-full justify-end">
+                <Button loading={isCreatingTemplate} type="submit">
+                  Create Template
+                </Button>
+              </div>
+            </form>
+          </Form>
+        </div>
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(dashboard)/templates/page.tsx

@@ -0,0 +1,52 @@
+import React from 'react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTemplates } from '@documenso/lib/server-only/template/get-templates';
+
+import { TemplatesDataTable } from './data-table-templates';
+import { EmptyTemplateState } from './empty-state';
+import { NewTemplateDialog } from './new-template-dialog';
+
+type TemplatesPageProps = {
+  searchParams?: {
+    page?: number;
+    perPage?: number;
+  };
+};
+
+export default async function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
+  const { user } = await getRequiredServerComponentSession();
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 10;
+
+  const { templates, totalPages } = await getTemplates({
+    userId: user.id,
+    page: page,
+    perPage: perPage,
+  });
+
+  return (
+    <div className="mx-auto max-w-screen-xl px-4 md:px-8">
+      <div className="flex items-baseline justify-between">
+        <h1 className="mb-5 mt-2 truncate text-2xl font-semibold md:text-3xl">Templates</h1>
+
+        <div>
+          <NewTemplateDialog />
+        </div>
+      </div>
+
+      <div className="relative">
+        {templates.length > 0 ? (
+          <TemplatesDataTable
+            templates={templates}
+            page={page}
+            perPage={perPage}
+            totalPages={totalPages}
+          />
+        ) : (
+          <EmptyTemplateState />
+        )}
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(signing)/sign/[token]/complete/page.tsx

@@ -15,6 +15,8 @@ import { DocumentDownloadButton } from '@documenso/ui/components/document/docume
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 export type CompletedSigningPageProps = {
   params: {
     token?: string;
@@ -36,6 +38,8 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const [fields, recipient] = await Promise.all([
@@ -67,35 +71,47 @@ export default async function CompletedSigningPage({
       />
 
       <div className="relative mt-6 flex w-full flex-col items-center">
-        {match(document.status)
-          .with(DocumentStatus.COMPLETED, () => (
+        {match({ status: document.status, deletedAt: document.deletedAt })
+          .with({ status: DocumentStatus.COMPLETED }, () => (
             <div className="text-documenso-700 flex items-center text-center">
               <CheckCircle2 className="mr-2 h-5 w-5" />
               <span className="text-sm">Everyone has signed</span>
             </div>
           ))
-          .otherwise(() => (
+          .with({ deletedAt: null }, () => (
             <div className="flex items-center text-center text-blue-600">
               <Clock8 className="mr-2 h-5 w-5" />
               <span className="text-sm">Waiting for others to sign</span>
             </div>
+          ))
+          .otherwise(() => (
+            <div className="flex items-center text-center text-red-600">
+              <Clock8 className="mr-2 h-5 w-5" />
+              <span className="text-sm">Document no longer available to sign</span>
+            </div>
           ))}
 
         <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
           You have signed
-          <span className="mt-1.5 block">"{document.title}"</span>
+          <span className="mt-1.5 block">"{truncatedTitle}"</span>
         </h2>
 
-        {match(document.status)
-          .with(DocumentStatus.COMPLETED, () => (
+        {match({ status: document.status, deletedAt: document.deletedAt })
+          .with({ status: DocumentStatus.COMPLETED }, () => (
             <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
               Everyone has signed! You will receive an Email copy of the signed document.
             </p>
           ))
-          .otherwise(() => (
+          .with({ deletedAt: null }, () => (
             <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
               You will receive an Email copy of the signed document once everyone has signed.
             </p>
+          ))
+          .otherwise(() => (
+            <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+              This document has been cancelled by the owner and is no longer available for others to
+              sign.
+            </p>
           ))}
 
         <div className="mt-8 flex w-full max-w-sm items-center justify-center gap-4">

apps/web/src/app/(signing)/sign/[token]/date-field.tsx

@@ -6,8 +6,13 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import {
+  DEFAULT_DOCUMENT_DATE_FORMAT,
+  convertToLocalSystemFormat,
+} from '@documenso/lib/constants/date-formats';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -16,9 +21,16 @@ import { SigningFieldContainer } from './signing-field-container';
 export type DateFieldProps = {
   field: FieldWithSignature;
   recipient: Recipient;
+  dateFormat?: string | null;
+  timezone?: string | null;
 };
 
-export const DateField = ({ field, recipient }: DateFieldProps) => {
+export const DateField = ({
+  field,
+  recipient,
+  dateFormat = DEFAULT_DOCUMENT_DATE_FORMAT,
+  timezone = DEFAULT_DOCUMENT_TIME_ZONE,
+}: DateFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -35,12 +47,18 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
+  const localDateString = convertToLocalSystemFormat(field.customText, dateFormat, timezone);
+
+  const isDifferentTime = field.inserted && localDateString !== field.customText;
+
+  const tooltipText = `"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`;
+
   const onSign = async () => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
-        value: '',
+        value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
       });
 
       startTransition(() => router.refresh());
@@ -75,7 +93,13 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer
+      field={field}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Date"
+      tooltipText={isDifferentTime ? tooltipText : undefined}
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -87,7 +111,7 @@ export const DateField = ({ field, recipient }: DateFieldProps) => {
       )}
 
       {field.inserted && (
-        <p className="text-muted-foreground text-sm duration-200">{field.customText}</p>
+        <p className="text-muted-foreground text-sm duration-200">{localDateString}</p>
       )}
     </SigningFieldContainer>
   );

apps/web/src/app/(signing)/sign/[token]/email-field.tsx

@@ -6,8 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -79,7 +79,7 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Email">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/form.tsx

@@ -7,6 +7,7 @@ import { useRouter } from 'next/navigation';
 import { useSession } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
 
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import type { Document, Field, Recipient } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -29,9 +30,11 @@ export type SigningFormProps = {
 
 export const SigningForm = ({ document, recipient, fields }: SigningFormProps) => {
   const router = useRouter();
+  const analytics = useAnalytics();
   const { data: session } = useSession();
 
   const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
 
   const { mutateAsync: completeDocumentWithToken } =
@@ -46,6 +49,11 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
     return sortFieldsByPosition(fields.filter((field) => !field.inserted));
   }, [fields]);
 
+  const fieldsValidated = () => {
+    setValidateUninsertedFields(true);
+    validateFieldsInserted(fields);
+  };
+
   const onFormSubmit = async () => {
     setValidateUninsertedFields(true);
 
@@ -60,6 +68,12 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
       documentId: document.id,
     });
 
+    analytics.capture('App: Recipient has completed signing', {
+      signerId: recipient.id,
+      documentId: document.id,
+      timestamp: new Date().toISOString(),
+    });
+
     router.push(`/sign/${recipient.token}/complete`);
   };
 
@@ -84,7 +98,11 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
         disabled={isSubmitting}
         className={cn('-mx-2 flex flex-1 flex-col overflow-hidden px-2')}
       >
-        <div className={cn('flex flex-1 flex-col')}>
+        <div
+          className={cn(
+            'custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2',
+          )}
+        >
           <h3 className="text-foreground text-2xl font-semibold">Sign Document</h3>
 
           <p className="text-muted-foreground mt-2 text-sm">
@@ -141,6 +159,7 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
                 onSignatureComplete={handleSubmit(onFormSubmit)}
                 document={document}
                 fields={fields}
+                fieldsValidated={fieldsValidated}
               />
             </div>
           </div>

apps/web/src/app/(signing)/sign/[token]/name-field.tsx

@@ -6,8 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import { Recipient } from '@documenso/prisma/client';
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { Recipient } from '@documenso/prisma/client';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogFooter, DialogTitle } from '@documenso/ui/primitives/dialog';
@@ -98,7 +98,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Name">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/no-longer-available.tsx

@@ -0,0 +1,68 @@
+'use client';
+
+import React from 'react';
+
+import Link from 'next/link';
+
+import { Clock8 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import signingCelebration from '@documenso/assets/images/signing-celebration.png';
+import type { Document, Signature } from '@documenso/prisma/client';
+import { SigningCard3D } from '@documenso/ui/components/signing-card';
+
+type NoLongerAvailableProps = {
+  document: Document;
+  recipientName: string;
+  recipientSignature: Signature;
+};
+
+export const NoLongerAvailable = ({
+  document,
+  recipientName,
+  recipientSignature,
+}: NoLongerAvailableProps) => {
+  const { data: session } = useSession();
+
+  return (
+    <div className="-mx-4 flex max-w-[100vw] flex-col items-center overflow-x-hidden px-4 pt-16 md:-mx-8 md:px-8 lg:pt-16 xl:pt-24">
+      <SigningCard3D
+        name={recipientName}
+        signature={recipientSignature}
+        signingCelebrationImage={signingCelebration}
+      />
+
+      <div className="relative mt-2 flex w-full flex-col items-center">
+        <div className="mt-8 flex items-center text-center text-red-600">
+          <Clock8 className="mr-2 h-5 w-5" />
+          <span className="text-sm">Document Cancelled</span>
+        </div>
+
+        <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
+          <span className="mt-1.5 block">"{document.title}"</span>
+          is no longer available to sign
+        </h2>
+
+        <p className="text-muted-foreground/60 mt-2.5 max-w-[60ch] text-center text-sm font-medium md:text-base">
+          This document has been cancelled by the owner.
+        </p>
+
+        {session?.user ? (
+          <Link href="/documents" className="text-documenso-700 hover:text-documenso-600 mt-36">
+            Go Back Home
+          </Link>
+        ) : (
+          <p className="text-muted-foreground/60 mt-36 text-sm">
+            Want to send slick signing links like this one?{' '}
+            <Link
+              href="https://documenso.com"
+              className="text-documenso-700 hover:text-documenso-600"
+            >
+              Check out Documenso.
+            </Link>
+          </p>
+        )}
+      </div>
+    </div>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/page.tsx

@@ -2,21 +2,30 @@ import { notFound, redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
 
+import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
+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 { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { getDocumentMetaByDocumentId } from '@documenso/lib/server-only/document/get-document-meta-by-document-id';
 import { viewedDocument } from '@documenso/lib/server-only/document/viewed-document';
 import { getFieldsForToken } from '@documenso/lib/server-only/field/get-fields-for-token';
 import { getRecipientByToken } from '@documenso/lib/server-only/recipient/get-recipient-by-token';
+import { getRecipientSignatures } from '@documenso/lib/server-only/recipient/get-recipient-signatures';
+import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/client';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { ElementVisible } from '@documenso/ui/primitives/element-visible';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 import { DateField } from './date-field';
 import { EmailField } from './email-field';
 import { SigningForm } from './form';
 import { NameField } from './name-field';
+import { NoLongerAvailable } from './no-longer-available';
 import { SigningProvider } from './provider';
 import { SignatureField } from './signature-field';
 
@@ -40,10 +49,14 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     viewedDocument({ token }).catch(() => null),
   ]);
 
+  const documentMeta = await getDocumentMetaByDocumentId({ id: document!.id }).catch(() => null);
+
   if (!document || !document.documentData || !recipient) {
     return notFound();
   }
 
+  const truncatedTitle = truncateTitle(document.title);
+
   const { documentData } = document;
 
   const { user } = await getServerComponentSession();
@@ -55,6 +68,35 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     redirect(`/sign/${token}/complete`);
   }
 
+  if (documentMeta?.password) {
+    const key = DOCUMENSO_ENCRYPTION_KEY;
+
+    if (!key) {
+      throw new Error('Missing DOCUMENSO_ENCRYPTION_KEY');
+    }
+
+    const securePassword = Buffer.from(
+      symmetricDecrypt({
+        key,
+        data: documentMeta.password,
+      }),
+    ).toString('utf-8');
+
+    documentMeta.password = securePassword;
+  }
+
+  const [recipientSignature] = await getRecipientSignatures({ recipientId: recipient.id });
+
+  if (document.deletedAt) {
+    return (
+      <NoLongerAvailable
+        document={document}
+        recipientName={recipient.name}
+        recipientSignature={recipientSignature}
+      />
+    );
+  }
+
   return (
     <SigningProvider
       email={recipient.email}
@@ -63,7 +105,7 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     >
       <div className="mx-auto w-full max-w-screen-xl">
         <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {document.title}
+          {truncatedTitle}
         </h1>
 
         <div className="mt-2.5 flex items-center gap-x-6">
@@ -78,7 +120,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
             gradient
           >
             <CardContent className="p-2">
-              <LazyPDFViewer key={documentData.id} documentData={documentData} />
+              <LazyPDFViewer
+                key={documentData.id}
+                documentData={documentData}
+                document={document}
+                password={documentMeta?.password}
+              />
             </CardContent>
           </Card>
 
@@ -97,7 +144,13 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
                 <NameField key={field.id} field={field} recipient={recipient} />
               ))
               .with(FieldType.DATE, () => (
-                <DateField key={field.id} field={field} recipient={recipient} />
+                <DateField
+                  key={field.id}
+                  field={field}
+                  recipient={recipient}
+                  dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                  timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+                />
               ))
               .with(FieldType.EMAIL, () => (
                 <EmailField key={field.id} field={field} recipient={recipient} />

apps/web/src/app/(signing)/sign/[token]/sign-dialog.tsx

@@ -1,6 +1,6 @@
 import { useState } from 'react';
 
-import { Document, Field } from '@documenso/prisma/client';
+import type { Document, Field } from '@documenso/prisma/client';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
@@ -9,10 +9,13 @@ import {
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 
+import { truncateTitle } from '~/helpers/truncate-title';
+
 export type SignDialogProps = {
   isSubmitting: boolean;
   document: Document;
   fields: Field[];
+  fieldsValidated: () => void | Promise<void>;
   onSignatureComplete: () => void | Promise<void>;
 };
 
@@ -20,30 +23,31 @@ export const SignDialog = ({
   isSubmitting,
   document,
   fields,
+  fieldsValidated,
   onSignatureComplete,
 }: SignDialogProps) => {
   const [showDialog, setShowDialog] = useState(false);
-
+  const truncatedTitle = truncateTitle(document.title);
   const isComplete = fields.every((field) => field.inserted);
 
   return (
-    <Dialog open={showDialog} onOpenChange={setShowDialog}>
+    <Dialog open={showDialog && isComplete} onOpenChange={setShowDialog}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
           type="button"
           size="lg"
-          disabled={!isComplete}
+          onClick={fieldsValidated}
           loading={isSubmitting}
         >
-          Complete
+          {isComplete ? 'Complete' : 'Next field'}
         </Button>
       </DialogTrigger>
       <DialogContent>
         <div className="text-center">
           <div className="text-xl font-semibold text-neutral-800">Sign Document</div>
           <div className="text-muted-foreground mx-auto w-4/5 py-2 text-center">
-            You are about to finish signing "{document.title}". Are you sure?
+            You are about to finish signing "{truncatedTitle}". Are you sure?
           </div>
         </div>
 

apps/web/src/app/(signing)/sign/[token]/signature-field.tsx

@@ -127,7 +127,7 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove}>
+    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />

apps/web/src/app/(signing)/sign/[token]/signing-field-container.tsx

@@ -2,8 +2,9 @@
 
 import React from 'react';
 
-import { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
+import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
+import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
 export type SignatureFieldProps = {
   field: FieldWithSignature;
@@ -11,6 +12,8 @@ export type SignatureFieldProps = {
   children: React.ReactNode;
   onSign?: () => Promise<void> | void;
   onRemove?: () => Promise<void> | void;
+  type?: 'Date' | 'Email' | 'Name' | 'Signature';
+  tooltipText?: string | null;
 };
 
 export const SigningFieldContainer = ({
@@ -19,6 +22,8 @@ export const SigningFieldContainer = ({
   onSign,
   onRemove,
   children,
+  type,
+  tooltipText,
 }: SignatureFieldProps) => {
   const onSignFieldClick = async () => {
     if (field.inserted) {
@@ -46,7 +51,22 @@ export const SigningFieldContainer = ({
         />
       )}
 
-      {field.inserted && !loading && (
+      {type === 'Date' && field.inserted && !loading && (
+        <Tooltip delayDuration={0}>
+          <TooltipTrigger asChild>
+            <button
+              className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
+              onClick={onRemoveSignedFieldClick}
+            >
+              Remove
+            </button>
+          </TooltipTrigger>
+
+          {tooltipText && <TooltipContent className="max-w-xs">{tooltipText}</TooltipContent>}
+        </Tooltip>
+      )}
+
+      {type !== 'Date' && field.inserted && !loading && (
         <button
           className="text-destructive bg-background/40 absolute inset-0 z-10 flex h-full w-full items-center justify-center rounded-md text-sm opacity-0 backdrop-blur-sm duration-200 group-hover:opacity-100"
           onClick={onRemoveSignedFieldClick}

apps/web/src/app/(unauthenticated)/signin/page.tsx

@@ -13,12 +13,14 @@ export default function SignInPage() {
 
       <SignInForm className="mt-4" />
 
-      <p className="text-muted-foreground mt-6 text-center text-sm">
-        Don't have an account?{' '}
-        <Link href="/signup" className="text-primary duration-200 hover:opacity-70">
-          Sign up
-        </Link>
-      </p>
+      {process.env.NEXT_PUBLIC_DISABLE_SIGNUP !== 'true' && (
+        <p className="text-muted-foreground mt-6 text-center text-sm">
+          Don't have an account?{' '}
+          <Link href="/signup" className="text-primary duration-200 hover:opacity-70">
+            Sign up
+          </Link>
+        </p>
+      )}
 
       <p className="mt-2.5 text-center">
         <Link

apps/web/src/app/(unauthenticated)/signup/page.tsx

@@ -1,8 +1,13 @@
 import Link from 'next/link';
+import { redirect } from 'next/navigation';
 
 import { SignUpForm } from '~/components/forms/signup';
 
 export default function SignUpPage() {
+  if (process.env.NEXT_PUBLIC_DISABLE_SIGNUP === 'true') {
+    redirect('/signin');
+  }
+
   return (
     <div>
       <h1 className="text-4xl font-semibold">Create a new account</h1>

apps/web/src/components/(dashboard)/avatar/avatar-with-recipient.tsx

@@ -6,6 +6,7 @@ import { useCopyToClipboard } from '@documenso/lib/client-only/hooks/use-copy-to
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
 import type { Recipient } from '@documenso/prisma/client';
+import { cn } from '@documenso/ui/lib/utils';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { StackAvatar } from './stack-avatar';
@@ -19,6 +20,10 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
   const { toast } = useToast();
 
   const onRecipientClick = () => {
+    if (!recipient.token) {
+      return;
+    }
+
     void copy(`${process.env.NEXT_PUBLIC_WEBAPP_URL}/sign/${recipient.token}`).then(() => {
       toast({
         title: 'Copied to clipboard',
@@ -28,19 +33,22 @@ export function AvatarWithRecipient({ recipient }: AvatarWithRecipientProps) {
   };
 
   return (
-    <div className="my-1 flex cursor-pointer items-center gap-2" onClick={onRecipientClick}>
+    <div
+      className={cn('my-1 flex items-center gap-2', {
+        'cursor-pointer hover:underline': recipient.token,
+      })}
+      role={recipient.token ? 'button' : undefined}
+      title={recipient.token && 'Click to copy signing link for sending to recipient'}
+      onClick={onRecipientClick}
+    >
       <StackAvatar
         first={true}
         key={recipient.id}
         type={getRecipientType(recipient)}
         fallbackText={recipientAbbreviation(recipient)}
       />
-      <span
-        className="text-muted-foreground text-sm hover:underline"
-        title="Click to copy signing link for sending to recipient"
-      >
-        {recipient.email}
-      </span>
+
+      <span className="text-muted-foreground text-sm">{recipient.email}</span>
     </div>
   );
 }

apps/web/src/components/(dashboard)/common/command-menu.tsx

@@ -4,14 +4,18 @@ import { useCallback, useMemo, useState } from 'react';
 
 import { useRouter } from 'next/navigation';
 
-import { Monitor, Moon, Sun } from 'lucide-react';
+import { Loader, Monitor, Moon, Sun } from 'lucide-react';
+import { useSession } from 'next-auth/react';
 import { useTheme } from 'next-themes';
 import { useHotkeys } from 'react-hotkeys-hook';
 
 import {
   DOCUMENTS_PAGE_SHORTCUT,
   SETTINGS_PAGE_SHORTCUT,
+  TEMPLATES_PAGE_SHORTCUT,
 } from '@documenso/lib/constants/keyboard-shortcuts';
+import type { Document, Recipient } from '@documenso/prisma/client';
+import { trpc as trpcReact } from '@documenso/trpc/react';
 import {
   CommandDialog,
   CommandEmpty,
@@ -21,6 +25,7 @@ import {
   CommandList,
   CommandShortcut,
 } from '@documenso/ui/primitives/command';
+import { THEMES_TYPE } from '@documenso/ui/primitives/constants';
 
 const DOCUMENTS_PAGES = [
   {
@@ -29,13 +34,28 @@ const DOCUMENTS_PAGES = [
     shortcut: DOCUMENTS_PAGE_SHORTCUT.replace('+', ''),
   },
   { label: 'Draft documents', path: '/documents?status=DRAFT' },
-  { label: 'Completed documents', path: '/documents?status=COMPLETED' },
+  {
+    label: 'Completed documents',
+    path: '/documents?status=COMPLETED',
+  },
   { label: 'Pending documents', path: '/documents?status=PENDING' },
   { label: 'Inbox documents', path: '/documents?status=INBOX' },
 ];
 
+const TEMPLATES_PAGES = [
+  {
+    label: 'All templates',
+    path: '/templates',
+    shortcut: TEMPLATES_PAGE_SHORTCUT.replace('+', ''),
+  },
+];
+
 const SETTINGS_PAGES = [
-  { label: 'Settings', path: '/settings', shortcut: SETTINGS_PAGE_SHORTCUT.replace('+', '') },
+  {
+    label: 'Settings',
+    path: '/settings',
+    shortcut: SETTINGS_PAGE_SHORTCUT.replace('+', ''),
+  },
   { label: 'Profile', path: '/settings/profile' },
   { label: 'Password', path: '/settings/password' },
 ];
@@ -47,12 +67,47 @@ export type CommandMenuProps = {
 
 export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
   const { setTheme } = useTheme();
+  const { data: session } = useSession();
+
   const router = useRouter();
 
   const [isOpen, setIsOpen] = useState(() => open ?? false);
   const [search, setSearch] = useState('');
   const [pages, setPages] = useState<string[]>([]);
 
+  const { data: searchDocumentsData, isLoading: isSearchingDocuments } =
+    trpcReact.document.searchDocuments.useQuery(
+      {
+        query: search,
+      },
+      {
+        keepPreviousData: true,
+      },
+    );
+
+  const isOwner = useCallback(
+    (document: Document) => document.userId === session?.user.id,
+    [session?.user.id],
+  );
+
+  const getSigningLink = useCallback(
+    (recipients: Recipient[]) =>
+      `/sign/${recipients.find((r) => r.email === session?.user.email)?.token}`,
+    [session?.user.email],
+  );
+
+  const searchResults = useMemo(() => {
+    if (!searchDocumentsData) {
+      return [];
+    }
+
+    return searchDocumentsData.map((document) => ({
+      label: document.title,
+      path: isOwner(document) ? `/documents/${document.id}` : getSigningLink(document.Recipient),
+      value: [document.id, document.title, ...document.Recipient.map((r) => r.email)].join(' '),
+    }));
+  }, [searchDocumentsData, isOwner, getSigningLink]);
+
   const currentPage = pages[pages.length - 1];
 
   const toggleOpen = () => {
@@ -93,10 +148,12 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
 
   const goToSettings = useCallback(() => push(SETTINGS_PAGES[0].path), [push]);
   const goToDocuments = useCallback(() => push(DOCUMENTS_PAGES[0].path), [push]);
+  const goToTemplates = useCallback(() => push(TEMPLATES_PAGES[0].path), [push]);
 
-  useHotkeys(['ctrl+k', 'meta+k'], toggleOpen);
+  useHotkeys(['ctrl+k', 'meta+k'], toggleOpen, { preventDefault: true });
   useHotkeys(SETTINGS_PAGE_SHORTCUT, goToSettings);
   useHotkeys(DOCUMENTS_PAGE_SHORTCUT, goToDocuments);
+  useHotkeys(TEMPLATES_PAGE_SHORTCUT, goToTemplates);
 
   const handleKeyDown = (e: React.KeyboardEvent) => {
     // Escape goes to previous page
@@ -113,7 +170,13 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
   };
 
   return (
-    <CommandDialog commandProps={{ onKeyDown: handleKeyDown }} open={open} onOpenChange={setOpen}>
+    <CommandDialog
+      commandProps={{
+        onKeyDown: handleKeyDown,
+      }}
+      open={open}
+      onOpenChange={setOpen}
+    >
       <CommandInput
         value={search}
         onValueChange={setSearch}
@@ -121,18 +184,36 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
       />
 
       <CommandList>
-        <CommandEmpty>No results found.</CommandEmpty>
+        {isSearchingDocuments ? (
+          <CommandEmpty>
+            <div className="flex items-center justify-center">
+              <span className="animate-spin">
+                <Loader />
+              </span>
+            </div>
+          </CommandEmpty>
+        ) : (
+          <CommandEmpty>No results found.</CommandEmpty>
+        )}
         {!currentPage && (
           <>
             <CommandGroup heading="Documents">
               <Commands push={push} pages={DOCUMENTS_PAGES} />
             </CommandGroup>
+            <CommandGroup heading="Templates">
+              <Commands push={push} pages={TEMPLATES_PAGES} />
+            </CommandGroup>
             <CommandGroup heading="Settings">
               <Commands push={push} pages={SETTINGS_PAGES} />
             </CommandGroup>
             <CommandGroup heading="Preferences">
               <CommandItem onSelect={() => addPage('theme')}>Change theme</CommandItem>
             </CommandGroup>
+            {searchResults.length > 0 && (
+              <CommandGroup heading="Your documents">
+                <Commands push={push} pages={searchResults} />
+              </CommandGroup>
+            )}
           </>
         )}
         {currentPage === 'theme' && <ThemeCommands setTheme={setTheme} />}
@@ -146,10 +227,14 @@ const Commands = ({
   pages,
 }: {
   push: (_path: string) => void;
-  pages: { label: string; path: string; shortcut?: string }[];
+  pages: { label: string; path: string; shortcut?: string; value?: string }[];
 }) => {
-  return pages.map((page) => (
-    <CommandItem key={page.path} onSelect={() => push(page.path)}>
+  return pages.map((page, idx) => (
+    <CommandItem
+      key={page.path + idx}
+      value={page.value ?? page.label}
+      onSelect={() => push(page.path)}
+    >
       {page.label}
       {page.shortcut && <CommandShortcut>{page.shortcut}</CommandShortcut>}
     </CommandItem>
@@ -159,9 +244,9 @@ const Commands = ({
 const ThemeCommands = ({ setTheme }: { setTheme: (_theme: string) => void }) => {
   const THEMES = useMemo(
     () => [
-      { label: 'Light Mode', theme: 'light', icon: Sun },
-      { label: 'Dark Mode', theme: 'dark', icon: Moon },
-      { label: 'System Theme', theme: 'system', icon: Monitor },
+      { label: 'Light Mode', theme: THEMES_TYPE.LIGHT, icon: Sun },
+      { label: 'Dark Mode', theme: THEMES_TYPE.DARK, icon: Moon },
+      { label: 'System Theme', theme: THEMES_TYPE.SYSTEM, icon: Monitor },
     ],
     [],
   );

apps/web/src/components/(dashboard)/layout/desktop-nav.tsx

@@ -3,6 +3,9 @@
 import type { HTMLAttributes } from 'react';
 import { useEffect, useState } from 'react';
 
+import Link from 'next/link';
+import { usePathname } from 'next/navigation';
+
 import { Search } from 'lucide-react';
 
 import { cn } from '@documenso/ui/lib/utils';
@@ -10,10 +13,22 @@ import { Button } from '@documenso/ui/primitives/button';
 
 import { CommandMenu } from '../common/command-menu';
 
+const navigationLinks = [
+  {
+    href: '/documents',
+    label: 'Documents',
+  },
+  {
+    href: '/templates',
+    label: 'Templates',
+  },
+];
+
 export type DesktopNavProps = HTMLAttributes<HTMLDivElement>;
 
 export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
-  // const pathname = usePathname();
+  const pathname = usePathname();
+
   const [open, setOpen] = useState(false);
   const [modifierKey, setModifierKey] = useState(() => 'Ctrl');
 
@@ -26,9 +41,29 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
 
   return (
     <div
-      className={cn('ml-8 hidden flex-1 gap-x-6 md:flex md:justify-center', className)}
+      className={cn(
+        'ml-8 hidden flex-1 items-center gap-x-12 md:flex md:justify-between',
+        className,
+      )}
       {...props}
     >
+      <div className="flex items-baseline gap-x-6">
+        {navigationLinks.map(({ href, label }) => (
+          <Link
+            key={href}
+            href={href}
+            className={cn(
+              'text-muted-foreground dark:text-muted focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
+              {
+                'text-foreground dark:text-muted-foreground': pathname?.startsWith(href),
+              },
+            )}
+          >
+            {label}
+          </Link>
+        ))}
+      </div>
+
       <CommandMenu open={open} onOpenChange={setOpen} />
 
       <Button
@@ -47,19 +82,6 @@ export const DesktopNav = ({ className, ...props }: DesktopNavProps) => {
           </div>
         </div>
       </Button>
-
-      {/* We have no other subpaths rn */}
-      {/* <Link
-        href="/documents"
-        className={cn(
-          'text-muted-foreground focus-visible:ring-ring ring-offset-background rounded-md font-medium leading-5 hover:opacity-80 focus-visible:outline-none focus-visible:ring-2',
-          {
-            'text-foreground': pathname?.startsWith('/documents'),
-          },
-        )}
-      >
-        Documents
-      </Link> */}
     </div>
   );
 };

apps/web/src/components/(dashboard)/layout/header.tsx

@@ -1,10 +1,11 @@
 'use client';
 
-import { HTMLAttributes, useEffect, useState } from 'react';
+import type { HTMLAttributes } from 'react';
+import { useEffect, useState } from 'react';
 
 import Link from 'next/link';
 
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 import { cn } from '@documenso/ui/lib/utils';
 
 import { Logo } from '~/components/branding/logo';
@@ -32,7 +33,7 @@ export const Header = ({ className, user, ...props }: HeaderProps) => {
   return (
     <header
       className={cn(
-        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-50 flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
+        'supports-backdrop-blur:bg-background/60 bg-background/95 sticky top-0 z-[50] flex h-16 w-full items-center border-b border-b-transparent backdrop-blur duration-200',
         scrollY > 5 && 'border-b-border',
         className,
       )}
@@ -48,7 +49,7 @@ export const Header = ({ className, user, ...props }: HeaderProps) => {
 
         <DesktopNav />
 
-        <div className="flex gap-x-4">
+        <div className="flex gap-x-4 md:ml-8">
           <ProfileDropdown user={user} />
 
           {/* <Button variant="outline" size="sm" className="h-10 w-10 p-0.5 md:hidden">

apps/web/src/components/(dashboard)/layout/profile-dropdown.tsx

@@ -4,6 +4,7 @@ import Link from 'next/link';
 
 import {
   CreditCard,
+  FileSpreadsheet,
   Lock,
   LogOut,
   User as LucideUser,
@@ -20,7 +21,7 @@ import { LuGithub } from 'react-icons/lu';
 import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
 import { isAdmin } from '@documenso/lib/next-auth/guards/is-admin';
 import { recipientInitials } from '@documenso/lib/utils/recipient-formatter';
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -56,7 +57,11 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
   return (
     <DropdownMenu>
       <DropdownMenuTrigger asChild>
-        <Button variant="ghost" className="relative h-10 w-10 rounded-full">
+        <Button
+          variant="ghost"
+          title="Profile Dropdown"
+          className="relative h-10 w-10 rounded-full"
+        >
           <Avatar className="h-10 w-10">
             <AvatarFallback>{avatarFallback}</AvatarFallback>
           </Avatar>
@@ -102,6 +107,13 @@ export const ProfileDropdown = ({ user }: ProfileDropdownProps) => {
           </DropdownMenuItem>
         )}
 
+        <DropdownMenuSeparator />
+        <DropdownMenuItem asChild>
+          <Link href="/templates" className="cursor-pointer">
+            <FileSpreadsheet className="mr-2 h-4 w-4" />
+            Templates
+          </Link>
+        </DropdownMenuItem>
         <DropdownMenuSeparator />
 
         <DropdownMenuSub>

apps/web/src/components/formatter/document-status.tsx

@@ -1,9 +1,9 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { CheckCircle2, Clock, File } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 
-import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import type { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
 import { SignatureIcon } from '@documenso/ui/icons/signature';
 import { cn } from '@documenso/ui/lib/utils';
 

apps/web/src/components/formatter/locale-date.tsx

@@ -1,8 +1,10 @@
 'use client';
 
-import { HTMLAttributes, useEffect, useState } from 'react';
+import type { HTMLAttributes } from 'react';
+import { useEffect, useState } from 'react';
 
-import { DateTime, DateTimeFormatOptions } from 'luxon';
+import type { DateTimeFormatOptions } from 'luxon';
+import { DateTime } from 'luxon';
 
 import { useLocale } from '@documenso/lib/client-only/providers/locale';
 

apps/web/src/components/formatter/template-type.tsx

@@ -0,0 +1,50 @@
+import { HTMLAttributes } from 'react';
+
+import { Globe, Lock } from 'lucide-react';
+import type { LucideIcon } from 'lucide-react/dist/lucide-react';
+
+import { TemplateType as TemplateTypePrisma } from '@documenso/prisma/client';
+import { cn } from '@documenso/ui/lib/utils';
+
+type TemplateTypeIcon = {
+  label: string;
+  icon?: LucideIcon;
+  color: string;
+};
+
+type TemplateTypes = (typeof TemplateTypePrisma)[keyof typeof TemplateTypePrisma];
+
+const TEMPLATE_TYPES: Record<TemplateTypes, TemplateTypeIcon> = {
+  PRIVATE: {
+    label: 'Private',
+    icon: Lock,
+    color: 'text-blue-600 dark:text-blue-300',
+  },
+  PUBLIC: {
+    label: 'Public',
+    icon: Globe,
+    color: 'text-green-500 dark:text-green-300',
+  },
+};
+
+export type TemplateTypeProps = HTMLAttributes<HTMLSpanElement> & {
+  type: TemplateTypes;
+  inheritColor?: boolean;
+};
+
+export const TemplateType = ({ className, type, inheritColor, ...props }: TemplateTypeProps) => {
+  const { label, icon: Icon, color } = TEMPLATE_TYPES[type];
+
+  return (
+    <span className={cn('flex items-center', className)} {...props}>
+      {Icon && (
+        <Icon
+          className={cn('mr-2 inline-block h-4 w-4', {
+            [color]: !inheritColor,
+          })}
+        />
+      )}
+      {label}
+    </span>
+  );
+};

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

@@ -23,6 +23,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZDisableTwoFactorAuthenticationForm = z.object({
@@ -107,38 +108,42 @@ export const DisableAuthenticatorAppDialog = ({
             )}
             className="flex flex-col gap-y-4"
           >
-            <FormField
-              name="password"
-              control={disableTwoFactorAuthenticationForm.control}
-              render={({ field }) => (
-                <FormItem>
-                  <FormLabel className="text-muted-foreground">Password</FormLabel>
-                  <FormControl>
-                    <Input
-                      {...field}
-                      type="password"
-                      autoComplete="current-password"
-                      value={field.value ?? ''}
-                    />
-                  </FormControl>
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
+            <fieldset
+              className="flex flex-col gap-y-4"
+              disabled={isDisableTwoFactorAuthenticationSubmitting}
+            >
+              <FormField
+                name="password"
+                control={disableTwoFactorAuthenticationForm.control}
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel className="text-muted-foreground">Password</FormLabel>
+                    <FormControl>
+                      <PasswordInput
+                        {...field}
+                        autoComplete="current-password"
+                        value={field.value ?? ''}
+                      />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
 
-            <FormField
-              name="backupCode"
-              control={disableTwoFactorAuthenticationForm.control}
-              render={({ field }) => (
-                <FormItem>
-                  <FormLabel className="text-muted-foreground">Backup Code</FormLabel>
-                  <FormControl>
-                    <Input {...field} type="text" value={field.value ?? ''} />
-                  </FormControl>
-                  <FormMessage />
-                </FormItem>
-              )}
-            />
+              <FormField
+                name="backupCode"
+                control={disableTwoFactorAuthenticationForm.control}
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel className="text-muted-foreground">Backup Code</FormLabel>
+                    <FormControl>
+                      <Input {...field} type="text" value={field.value ?? ''} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </fieldset>
 
             <div className="flex w-full items-center justify-between">
               <Button type="button" variant="ghost" onClick={() => onOpenChange(false)}>

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

@@ -27,6 +27,7 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
@@ -178,9 +179,8 @@ export const EnableAuthenticatorAppDialog = ({
                       <FormItem>
                         <FormLabel className="text-muted-foreground">Password</FormLabel>
                         <FormControl>
-                          <Input
+                          <PasswordInput
                             {...field}
-                            type="password"
                             autoComplete="current-password"
                             value={field.value ?? ''}
                           />

apps/web/src/components/forms/2fa/view-recovery-codes-dialog.tsx

@@ -22,7 +22,7 @@ import {
   FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
-import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
@@ -108,9 +108,8 @@ export const ViewRecoveryCodesDialog = ({ open, onOpenChange }: ViewRecoveryCode
                       <FormItem>
                         <FormLabel className="text-muted-foreground">Password</FormLabel>
                         <FormControl>
-                          <Input
+                          <PasswordInput
                             {...field}
-                            type="password"
                             autoComplete="current-password"
                             value={field.value ?? ''}
                           />

apps/web/src/components/forms/forgot-password.tsx

@@ -9,9 +9,15 @@ import { z } from 'zod';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZForgotPasswordFormSchema = z.object({
@@ -28,18 +34,15 @@ export const ForgotPasswordForm = ({ className }: ForgotPasswordFormProps) => {
   const router = useRouter();
   const { toast } = useToast();
 
-  const {
-    register,
-    handleSubmit,
-    reset,
-    formState: { errors, isSubmitting },
-  } = useForm<TForgotPasswordFormSchema>({
+  const form = useForm<TForgotPasswordFormSchema>({
     values: {
       email: '',
     },
     resolver: zodResolver(ZForgotPasswordFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: forgotPassword } = trpc.profile.forgotPassword.useMutation();
 
   const onFormSubmit = async ({ email }: TForgotPasswordFormSchema) => {
@@ -52,29 +55,37 @@ export const ForgotPasswordForm = ({ className }: ForgotPasswordFormProps) => {
       duration: 5000,
     });
 
-    reset();
+    form.reset();
 
     router.push('/check-email');
   };
 
   return (
-    <form
-      className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
-    >
-      <div>
-        <Label htmlFor="email" className="text-muted-foreground">
-          Email
-        </Label>
+    <Form {...form}>
+      <form
+        className={cn('flex w-full flex-col gap-y-4', className)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
+      >
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
+          <FormField
+            control={form.control}
+            name="email"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Email</FormLabel>
+                <FormControl>
+                  <Input type="email" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </fieldset>
 
-        <Input id="email" type="email" className="bg-background mt-2" {...register('email')} />
-
-        <FormErrorMessage className="mt-1.5" error={errors.email} />
-      </div>
-
-      <Button size="lg" loading={isSubmitting}>
-        {isSubmitting ? 'Sending Reset Email...' : 'Reset Password'}
-      </Button>
-    </form>
+        <Button size="lg" loading={isSubmitting}>
+          {isSubmitting ? 'Sending Reset Email...' : 'Reset Password'}
+        </Button>
+      </form>
+    </Form>
   );
 };

apps/web/src/components/forms/password.tsx

@@ -1,23 +1,25 @@
 'use client';
 
-import { useState } from 'react';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Eye, EyeOff, Loader } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 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';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { FormErrorMessage } from '../form/form-error-message';
-
 export const ZPasswordFormSchema = z
   .object({
     currentPassword: z
@@ -48,16 +50,7 @@ export type PasswordFormProps = {
 export const PasswordForm = ({ className }: PasswordFormProps) => {
   const { toast } = useToast();
 
-  const [showPassword, setShowPassword] = useState(false);
-  const [showConfirmPassword, setShowConfirmPassword] = useState(false);
-  const [showCurrentPassword, setShowCurrentPassword] = useState(false);
-
-  const {
-    register,
-    handleSubmit,
-    reset,
-    formState: { errors, isSubmitting },
-  } = useForm<TPasswordFormSchema>({
+  const form = useForm<TPasswordFormSchema>({
     values: {
       currentPassword: '',
       password: '',
@@ -66,6 +59,8 @@ export const PasswordForm = ({ className }: PasswordFormProps) => {
     resolver: zodResolver(ZPasswordFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: updatePassword } = trpc.profile.updatePassword.useMutation();
 
   const onFormSubmit = async ({ currentPassword, password }: TPasswordFormSchema) => {
@@ -75,7 +70,7 @@ export const PasswordForm = ({ className }: PasswordFormProps) => {
         password,
       });
 
-      reset();
+      form.reset();
 
       toast({
         title: 'Password updated',
@@ -101,117 +96,61 @@ export const PasswordForm = ({ className }: PasswordFormProps) => {
   };
 
   return (
-    <form
-      className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
-    >
-      <div>
-        <Label htmlFor="current-password" className="text-muted-foreground">
-          Current Password
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="current-password"
-            type={showCurrentPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="current-password"
-            className="bg-background mt-2 pr-10"
-            {...register('currentPassword')}
+    <Form {...form}>
+      <form
+        className={cn('flex w-full flex-col gap-y-4', className)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
+      >
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
+          <FormField
+            control={form.control}
+            name="currentPassword"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Current Password</FormLabel>
+                <FormControl>
+                  <PasswordInput autoComplete="current-password" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
           />
 
-          <Button
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showCurrentPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowCurrentPassword((show) => !show)}
-          >
-            {showCurrentPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
+          <FormField
+            control={form.control}
+            name="password"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Password</FormLabel>
+                <FormControl>
+                  <PasswordInput autoComplete="new-password" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
             )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.currentPassword} />
-      </div>
-      <div>
-        <Label htmlFor="password" className="text-muted-foreground">
-          Password
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="password"
-            type={showPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('password')}
           />
 
-          <Button
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowPassword((show) => !show)}
-          >
-            {showPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
+          <FormField
+            control={form.control}
+            name="repeatedPassword"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Repeat Password</FormLabel>
+                <FormControl>
+                  <PasswordInput autoComplete="new-password" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
             )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
-      </div>
-
-      <div>
-        <Label htmlFor="repeated-password" className="text-muted-foreground">
-          Repeat Password
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="repeated-password"
-            type={showConfirmPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('repeatedPassword')}
           />
+        </fieldset>
 
-          <Button
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showConfirmPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowConfirmPassword((show) => !show)}
-          >
-            {showConfirmPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
-            )}
+        <div className="mt-4">
+          <Button type="submit" loading={isSubmitting}>
+            {isSubmitting ? 'Updating password...' : 'Update password'}
           </Button>
         </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.repeatedPassword} />
-      </div>
-
-      <div className="mt-4">
-        <Button type="submit" disabled={isSubmitting}>
-          {isSubmitting && <Loader className="mr-2 h-5 w-5 animate-spin" />}
-          Update password
-        </Button>
-      </div>
-    </form>
+      </form>
+    </Form>
   );
 };

apps/web/src/components/forms/profile.tsx

@@ -3,22 +3,27 @@
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Loader } from 'lucide-react';
-import { Controller, useForm } from 'react-hook-form';
+import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
-import { User } from '@documenso/prisma/client';
+import type { User } from '@documenso/prisma/client';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 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 { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-import { FormErrorMessage } from '../form/form-error-message';
-
 export const ZProfileFormSchema = z.object({
   name: z.string().trim().min(1, { message: 'Please enter a valid name.' }),
   signature: z.string().min(1, 'Signature Pad cannot be empty'),
@@ -36,12 +41,7 @@ export const ProfileForm = ({ className, user }: ProfileFormProps) => {
 
   const { toast } = useToast();
 
-  const {
-    register,
-    control,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TProfileFormSchema>({
+  const form = useForm<TProfileFormSchema>({
     values: {
       name: user.name ?? '',
       signature: user.signature || '',
@@ -49,6 +49,8 @@ export const ProfileForm = ({ className, user }: ProfileFormProps) => {
     resolver: zodResolver(ZProfileFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: updateProfile } = trpc.profile.updateProfile.useMutation();
 
   const onFormSubmit = async ({ name, signature }: TProfileFormSchema) => {
@@ -84,56 +86,57 @@ export const ProfileForm = ({ className, user }: ProfileFormProps) => {
   };
 
   return (
-    <form
-      className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
-    >
-      <div>
-        <Label htmlFor="full-name" className="text-muted-foreground">
-          Full Name
-        </Label>
-
-        <Input id="full-name" type="text" className="bg-background mt-2" {...register('name')} />
-
-        <FormErrorMessage className="mt-1.5" error={errors.name} />
-      </div>
-
-      <div>
-        <Label htmlFor="email" className="text-muted-foreground">
-          Email
-        </Label>
-
-        <Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
-      </div>
-
-      <div>
-        <Label htmlFor="signature" className="text-muted-foreground">
-          Signature
-        </Label>
-
-        <div className="mt-2">
-          <Controller
-            control={control}
-            name="signature"
-            render={({ field: { onChange } }) => (
-              <SignaturePad
-                className="h-44 w-full"
-                containerClassName="rounded-lg border bg-background"
-                defaultValue={user.signature ?? undefined}
-                onChange={(v) => onChange(v ?? '')}
-              />
+    <Form {...form}>
+      <form
+        className={cn('flex w-full flex-col gap-y-4', className)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
+      >
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
+          <FormField
+            control={form.control}
+            name="name"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Full Name</FormLabel>
+                <FormControl>
+                  <Input type="text" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
             )}
           />
-          <FormErrorMessage className="mt-1.5" error={errors.signature} />
-        </div>
-      </div>
 
-      <div className="mt-4">
-        <Button type="submit" disabled={isSubmitting}>
-          {isSubmitting && <Loader className="mr-2 h-5 w-5 animate-spin" />}
-          Update profile
+          <div>
+            <Label htmlFor="email" className="text-muted-foreground">
+              Email
+            </Label>
+            <Input id="email" type="email" className="bg-muted mt-2" value={user.email} disabled />
+          </div>
+
+          <FormField
+            control={form.control}
+            name="signature"
+            render={({ field: { onChange } }) => (
+              <FormItem>
+                <FormLabel>Signature</FormLabel>
+                <FormControl>
+                  <SignaturePad
+                    className="h-44 w-full"
+                    containerClassName="rounded-lg border bg-background"
+                    defaultValue={user.signature ?? undefined}
+                    onChange={(v) => onChange(v ?? '')}
+                  />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </fieldset>
+
+        <Button type="submit" loading={isSubmitting}>
+          {isSubmitting ? 'Updating profile...' : 'Update profile'}
         </Button>
-      </div>
-    </form>
+      </form>
+    </Form>
   );
 };

apps/web/src/components/forms/reset-password.tsx

@@ -1,11 +1,8 @@
 'use client';
 
-import { useState } from 'react';
-
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Eye, EyeOff } from 'lucide-react';
 import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
@@ -13,9 +10,15 @@ import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
-import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export const ZResetPasswordFormSchema = z
@@ -40,15 +43,7 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
 
   const { toast } = useToast();
 
-  const [showPassword, setShowPassword] = useState(false);
-  const [showConfirmPassword, setShowConfirmPassword] = useState(false);
-
-  const {
-    register,
-    reset,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TResetPasswordFormSchema>({
+  const form = useForm<TResetPasswordFormSchema>({
     values: {
       password: '',
       repeatedPassword: '',
@@ -56,6 +51,8 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
     resolver: zodResolver(ZResetPasswordFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: resetPassword } = trpc.profile.resetPassword.useMutation();
 
   const onFormSubmit = async ({ password }: Omit<TResetPasswordFormSchema, 'repeatedPassword'>) => {
@@ -65,7 +62,7 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
         token,
       });
 
-      reset();
+      form.reset();
 
       toast({
         title: 'Password updated',
@@ -93,81 +90,45 @@ export const ResetPasswordForm = ({ className, token }: ResetPasswordFormProps)
   };
 
   return (
-    <form
-      className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
-    >
-      <div>
-        <Label htmlFor="password" className="text-muted-foreground">
-          <span>Password</span>
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="password"
-            type={showPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('password')}
+    <Form {...form}>
+      <form
+        className={cn('flex w-full flex-col gap-y-4', className)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
+      >
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
+          <FormField
+            control={form.control}
+            name="password"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Password</FormLabel>
+                <FormControl>
+                  <PasswordInput {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
           />
 
-          <Button
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowPassword((show) => !show)}
-          >
-            {showPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
+          <FormField
+            control={form.control}
+            name="repeatedPassword"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Repeat Password</FormLabel>
+                <FormControl>
+                  <PasswordInput {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
             )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
-      </div>
-
-      <div>
-        <Label htmlFor="repeatedPassword" className="text-muted-foreground">
-          <span>Repeat Password</span>
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="repeated-password"
-            type={showConfirmPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('repeatedPassword')}
           />
+        </fieldset>
 
-          <Button
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showConfirmPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowConfirmPassword((show) => !show)}
-          >
-            {showConfirmPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
-            )}
-          </Button>
-        </div>
-
-        <FormErrorMessage className="mt-1.5" error={errors.repeatedPassword} />
-      </div>
-
-      <Button size="lg" loading={isSubmitting}>
-        {isSubmitting ? 'Resetting Password...' : 'Reset Password'}
-      </Button>
-    </form>
+        <Button type="submit" size="lg" loading={isSubmitting}>
+          {isSubmitting ? 'Resetting Password...' : 'Reset Password'}
+        </Button>
+      </form>
+    </Form>
   );
 };

apps/web/src/components/forms/signin.tsx

@@ -12,9 +12,16 @@ import { ErrorCode, isErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 import { Dialog, DialogContent, DialogHeader, DialogTitle } from '@documenso/ui/primitives/dialog';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
-import { Input, PasswordInput } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 const ERROR_MESSAGES: Partial<Record<keyof typeof ErrorCode, string>> = {
@@ -52,12 +59,7 @@ export const SignInForm = ({ className }: SignInFormProps) => {
     'totp' | 'backup'
   >('totp');
 
-  const {
-    register,
-    handleSubmit,
-    setValue,
-    formState: { errors, isSubmitting },
-  } = useForm<TSignInFormSchema>({
+  const form = useForm<TSignInFormSchema>({
     values: {
       email: '',
       password: '',
@@ -67,9 +69,11 @@ export const SignInForm = ({ className }: SignInFormProps) => {
     resolver: zodResolver(ZSignInFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const onCloseTwoFactorAuthenticationDialog = () => {
-    setValue('totpCode', '');
-    setValue('backupCode', '');
+    form.setValue('totpCode', '');
+    form.setValue('backupCode', '');
 
     setIsTwoFactorAuthenticationDialogOpen(false);
   };
@@ -78,11 +82,11 @@ export const SignInForm = ({ className }: SignInFormProps) => {
     const method = twoFactorAuthenticationMethod === 'totp' ? 'backup' : 'totp';
 
     if (method === 'totp') {
-      setValue('backupCode', '');
+      form.setValue('backupCode', '');
     }
 
     if (method === 'backup') {
-      setValue('totpCode', '');
+      form.setValue('totpCode', '');
     }
 
     setTwoFactorAuthenticationMethod(method);
@@ -113,7 +117,6 @@ export const SignInForm = ({ className }: SignInFormProps) => {
       if (result?.error && isErrorCode(result.error)) {
         if (result.error === TwoFactorEnabledErrorCode) {
           setIsTwoFactorAuthenticationDialogOpen(true);
-
           return;
         }
 
@@ -156,64 +159,68 @@ export const SignInForm = ({ className }: SignInFormProps) => {
   };
 
   return (
-    <form
-      className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
-    >
-      <div>
-        <Label htmlFor="email" className="text-muted-forground">
-          Email
-        </Label>
-
-        <Input id="email" type="email" className="bg-background mt-2" {...register('email')} />
-
-        <FormErrorMessage className="mt-1.5" error={errors.email} />
-      </div>
-
-      <div>
-        <Label htmlFor="password" className="text-muted-forground">
-          <span>Password</span>
-        </Label>
-
-        <PasswordInput
-          id="password"
-          minLength={6}
-          maxLength={72}
-          className="bg-background mt-2"
-          autoComplete="current-password"
-          {...register('password')}
-        />
-
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
-      </div>
-
-      <Button
-        size="lg"
-        loading={isSubmitting}
-        disabled={isSubmitting}
-        className="dark:bg-documenso dark:hover:opacity-90"
+    <Form {...form}>
+      <form
+        className={cn('flex w-full flex-col gap-y-4', className)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
       >
-        {isSubmitting ? 'Signing in...' : 'Sign In'}
-      </Button>
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
+          <FormField
+            control={form.control}
+            name="email"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Email</FormLabel>
+                <FormControl>
+                  <Input type="email" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-      <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
-        <div className="bg-border h-px flex-1" />
-        <span className="text-muted-foreground bg-transparent">Or continue with</span>
-        <div className="bg-border h-px flex-1" />
-      </div>
+          <FormField
+            control={form.control}
+            name="password"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Password</FormLabel>
+                <FormControl>
+                  <PasswordInput {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
+        </fieldset>
 
-      <Button
-        type="button"
-        size="lg"
-        variant={'outline'}
-        className="bg-background text-muted-foreground border"
-        disabled={isSubmitting}
-        onClick={onSignInWithGoogleClick}
-      >
-        <FcGoogle className="mr-2 h-5 w-5" />
-        Google
-      </Button>
+        <Button
+          type="submit"
+          size="lg"
+          loading={isSubmitting}
+          className="dark:bg-documenso dark:hover:opacity-90"
+        >
+          {isSubmitting ? 'Signing in...' : 'Sign In'}
+        </Button>
 
+        <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
+          <div className="bg-border h-px flex-1" />
+          <span className="text-muted-foreground bg-transparent">Or continue with</span>
+          <div className="bg-border h-px flex-1" />
+        </div>
+
+        <Button
+          type="button"
+          size="lg"
+          variant={'outline'}
+          className="bg-background text-muted-foreground border"
+          disabled={isSubmitting}
+          onClick={onSignInWithGoogleClick}
+        >
+          <FcGoogle className="mr-2 h-5 w-5" />
+          Google
+        </Button>
+      </form>
       <Dialog
         open={isTwoFactorAuthenticationDialogOpen}
         onOpenChange={onCloseTwoFactorAuthenticationDialog}
@@ -223,40 +230,40 @@ export const SignInForm = ({ className }: SignInFormProps) => {
             <DialogTitle>Two-Factor Authentication</DialogTitle>
           </DialogHeader>
 
-          <form onSubmit={handleSubmit(onFormSubmit)}>
-            {twoFactorAuthenticationMethod === 'totp' && (
-              <div>
-                <Label htmlFor="totpCode" className="text-muted-forground">
-                  Authentication Token
-                </Label>
-
-                <Input
-                  id="totpCode"
-                  type="text"
-                  className="bg-background mt-2"
-                  {...register('totpCode')}
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset disabled={isSubmitting}>
+              {twoFactorAuthenticationMethod === 'totp' && (
+                <FormField
+                  control={form.control}
+                  name="totpCode"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel>Authentication Token</FormLabel>
+                      <FormControl>
+                        <Input type="text" {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
                 />
+              )}
 
-                <FormErrorMessage className="mt-1.5" error={errors.totpCode} />
-              </div>
-            )}
-
-            {twoFactorAuthenticationMethod === 'backup' && (
-              <div>
-                <Label htmlFor="backupCode" className="text-muted-forground">
-                  Backup Code
-                </Label>
-
-                <Input
-                  id="backupCode"
-                  type="text"
-                  className="bg-background mt-2"
-                  {...register('backupCode')}
+              {twoFactorAuthenticationMethod === 'backup' && (
+                <FormField
+                  control={form.control}
+                  name="backupCode"
+                  render={({ field }) => (
+                    <FormItem>
+                      <FormLabel> Backup Code</FormLabel>
+                      <FormControl>
+                        <Input type="text" {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
                 />
-
-                <FormErrorMessage className="mt-1.5" error={errors.backupCode} />
-              </div>
-            )}
+              )}
+            </fieldset>
 
             <div className="mt-4 flex items-center justify-between">
               <Button
@@ -268,12 +275,12 @@ export const SignInForm = ({ className }: SignInFormProps) => {
               </Button>
 
               <Button type="submit" loading={isSubmitting}>
-                Sign In
+                {isSubmitting ? 'Signing in...' : 'Sign In'}
               </Button>
             </div>
           </form>
         </DialogContent>
       </Dialog>
-    </form>
+    </Form>
   );
 };

apps/web/src/components/forms/signup.tsx

@@ -1,20 +1,25 @@
 'use client';
 
-import { useState } from 'react';
-
 import { zodResolver } from '@hookform/resolvers/zod';
-import { Eye, EyeOff } from 'lucide-react';
 import { signIn } from 'next-auth/react';
-import { Controller, useForm } from 'react-hook-form';
+import { useForm } from 'react-hook-form';
 import { z } from 'zod';
 
+import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
-import { FormErrorMessage } from '@documenso/ui/primitives/form/form-error-message';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { Label } from '@documenso/ui/primitives/label';
+import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
@@ -36,14 +41,9 @@ export type SignUpFormProps = {
 
 export const SignUpForm = ({ className }: SignUpFormProps) => {
   const { toast } = useToast();
-  const [showPassword, setShowPassword] = useState(false);
+  const analytics = useAnalytics();
 
-  const {
-    control,
-    register,
-    handleSubmit,
-    formState: { errors, isSubmitting },
-  } = useForm<TSignUpFormSchema>({
+  const form = useForm<TSignUpFormSchema>({
     values: {
       name: '',
       email: '',
@@ -53,6 +53,8 @@ export const SignUpForm = ({ className }: SignUpFormProps) => {
     resolver: zodResolver(ZSignUpFormSchema),
   });
 
+  const isSubmitting = form.formState.isSubmitting;
+
   const { mutateAsync: signup } = trpc.auth.signup.useMutation();
 
   const onFormSubmit = async ({ name, email, password, signature }: TSignUpFormSchema) => {
@@ -64,6 +66,11 @@ export const SignUpForm = ({ className }: SignUpFormProps) => {
         password,
         callbackUrl: '/',
       });
+
+      analytics.capture('App: User Sign Up', {
+        email,
+        timestamp: new Date().toISOString(),
+      });
     } catch (err) {
       if (err instanceof TRPCClientError && err.data?.code === 'BAD_REQUEST') {
         toast({
@@ -83,93 +90,83 @@ export const SignUpForm = ({ className }: SignUpFormProps) => {
   };
 
   return (
-    <form
-      className={cn('flex w-full flex-col gap-y-4', className)}
-      onSubmit={handleSubmit(onFormSubmit)}
-    >
-      <div>
-        <Label htmlFor="name" className="text-muted-foreground">
-          Name
-        </Label>
-
-        <Input id="name" type="text" className="bg-background mt-2" {...register('name')} />
-
-        {errors.name && <span className="mt-1 text-xs text-red-500">{errors.name.message}</span>}
-      </div>
-
-      <div>
-        <Label htmlFor="email" className="text-muted-foreground">
-          Email
-        </Label>
-
-        <Input id="email" type="email" className="bg-background mt-2" {...register('email')} />
-
-        {errors.email && <span className="mt-1 text-xs text-red-500">{errors.email.message}</span>}
-      </div>
-
-      <div>
-        <Label htmlFor="password" className="text-muted-foreground">
-          Password
-        </Label>
-
-        <div className="relative">
-          <Input
-            id="password"
-            type={showPassword ? 'text' : 'password'}
-            minLength={6}
-            maxLength={72}
-            autoComplete="new-password"
-            className="bg-background mt-2 pr-10"
-            {...register('password')}
+    <Form {...form}>
+      <form
+        className={cn('flex w-full flex-col gap-y-4', className)}
+        onSubmit={form.handleSubmit(onFormSubmit)}
+      >
+        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
+          <FormField
+            control={form.control}
+            name="name"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Name</FormLabel>
+                <FormControl>
+                  <Input type="text" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
           />
 
-          <Button
-            variant="link"
-            type="button"
-            className="absolute right-0 top-0 flex h-full items-center justify-center pr-3"
-            aria-label={showPassword ? 'Mask password' : 'Reveal password'}
-            onClick={() => setShowPassword((show) => !show)}
-          >
-            {showPassword ? (
-              <EyeOff className="text-muted-foreground h-5 w-5" />
-            ) : (
-              <Eye className="text-muted-foreground h-5 w-5" />
+          <FormField
+            control={form.control}
+            name="email"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Email</FormLabel>
+                <FormControl>
+                  <Input type="email" {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
             )}
-          </Button>
-        </div>
-        <FormErrorMessage className="mt-1.5" error={errors.password} />
-      </div>
+          />
 
-      <div>
-        <Label htmlFor="password" className="text-muted-foreground">
-          Sign Here
-        </Label>
+          <FormField
+            control={form.control}
+            name="password"
+            render={({ field }) => (
+              <FormItem>
+                <FormLabel>Password</FormLabel>
+                <FormControl>
+                  <PasswordInput {...field} />
+                </FormControl>
+                <FormMessage />
+              </FormItem>
+            )}
+          />
 
-        <div>
-          <Controller
-            control={control}
+          <FormField
+            control={form.control}
             name="signature"
             render={({ field: { onChange } }) => (
-              <SignaturePad
-                className="h-36 w-full"
-                containerClassName="mt-2 rounded-lg border bg-background"
-                onChange={(v) => onChange(v ?? '')}
-              />
+              <FormItem>
+                <FormLabel>Sign Here</FormLabel>
+                <FormControl>
+                  <SignaturePad
+                    className="h-36 w-full"
+                    containerClassName="mt-2 rounded-lg border bg-background"
+                    onChange={(v) => onChange(v ?? '')}
+                  />
+                </FormControl>
+
+                <FormMessage />
+              </FormItem>
             )}
           />
-        </div>
+        </fieldset>
 
-        <FormErrorMessage className="mt-1.5" error={errors.signature} />
-      </div>
-
-      <Button
-        size="lg"
-        loading={isSubmitting}
-        disabled={isSubmitting}
-        className="dark:bg-documenso dark:hover:opacity-90"
-      >
-        {isSubmitting ? 'Signing up...' : 'Sign Up'}
-      </Button>
-    </form>
+        <Button
+          type="submit"
+          size="lg"
+          loading={isSubmitting}
+          className="dark:bg-documenso dark:hover:opacity-90"
+        >
+          {isSubmitting ? 'Signing up...' : 'Sign Up'}
+        </Button>
+      </form>
+    </Form>
   );
 };

apps/web/src/helpers/truncate-title.ts

@@ -0,0 +1,10 @@
+export const truncateTitle = (title: string, maxLength: number = 16) => {
+  if (title.length <= maxLength) {
+    return title;
+  }
+
+  const start = title.slice(0, maxLength / 2);
+  const end = title.slice(-maxLength / 2);
+
+  return `${start}.....${end}`;
+};