fix: add cascade delete to recipient fields

This PR adds the public-facing API.

![API high-level
workings](https://github.com/documenso/documenso/assets/25515812/9f866889-164f-401f-bf4e-d3e69b6382f1)

The public API will allow users to interact with Documenso
programmatically. At the moment, there are 5 available endpoints:
1. `GET /documents`
    - get all documents of the user making the API call
- it accepts 2 URL query parameters - `page` and `perPage`, but they are
not mandatory
2. `GET /documents/:id`
    - get a specific document of the user making the API call
- it requires 1 URL parameter, which represents the ID of the document
that needs to be retrieved
3. `DELETE /documents/:id`
    - delete a specific document of the user making the API call
- it requires 1 URL parameter, which represents the ID of the document
that needs to be deleted
4. `POST /documents`
- making a POST request to this endpoint will return an S3 pre-signed
URL where you can upload the document
    - it requires you to pass the file name and the file content type
5. `PATCH /documents/:id/send-for-signing`
    - send a document for signing
    - it allows you to pass the following:
        - signer email *(required)*
        - signer name *(optional)*
        - field type (signature, email, name, etc.) *(required)*
        - page number where to insert the field *(required)*
        - page X *(required)*
        - page Y *(required)*
        - page width *(required)*
        - page height *(required)*
        - email subject *(optional)*
        - email body *(optional)*

The users are authenticated through API tokens. The users can create one
or more tokens in their account settings, and each token will be
available for 1 year _(duration open to suggestions/changes)_.

Each time the user makes a request, the app checks if the token exists
and if it's valid. The app will return `401` *(unauthorized)* and the
appropriate error message if either is false. If both are true AND the
user uses the correct HTTP verb and passes the required URL parameters
and body, the API call will be successful.

Code overview:
- `@documenso/packages/lib/trpc/api-contract` - this folder contains the
`contract` and `schema` files. The `contract.ts` file describes the
structure of the API, the format of the requests and responses, and how
to authenticate your API calls, among others. The `schema.ts` file
contains the Zod schemas used in the API contract.
- `@documenso/packages/trpc/server/api-token-router` - this folder
contains the `router.rs` and `schema.ts` files. Here are the tRPC
procedures used on the frontend. That is, the user's settings page,
where the user can list/create/delete API tokens.
- `@documenso/packages/trpc/tsconfig.json` - I added `"strict": true`
because that's what's suggested in the `ts-rest` documentation.
*([source](https://ts-rest.com/docs/quickstart#create-a-contract))*
- `[...ts-rest].tsx` - This file contains the implementation of the API.
You can see the logic behind each route.
- the rest of the code represents the code for the API tokens page in
the user's settings.

.devcontainer/devcontainer.json

@@ -10,7 +10,13 @@
     "ghcr.io/devcontainers/features/node:1": {}
   },
   "onCreateCommand": "./.devcontainer/on-create.sh",
-  "forwardPorts": [3000, 54320, 9000, 2500, 1100],
+  "forwardPorts": [
+    3000,
+    54320,
+    9000,
+    2500,
+    1100
+  ],
   "customizations": {
     "vscode": {
       "extensions": [
@@ -25,8 +31,8 @@
         "GitHub.copilot",
         "GitHub.vscode-pull-request-github",
         "Prisma.prisma",
-        "VisualStudioExptTeam.vscodeintellicode",
+        "VisualStudioExptTeam.vscodeintellicode"
       ]
     }
   }
-}
+}

.env.example

@@ -4,8 +4,10 @@ NEXTAUTH_SECRET="secret"
 
 # [[CRYPTO]]
 # Application Key for symmetric encryption and decryption
-# This should be a random string of at least 32 characters
+# REQUIRED: This should be a random string of at least 32 characters
 NEXT_PRIVATE_ENCRYPTION_KEY="CAFEBABE"
+# REQUIRED: This should be a random string of at least 32 characters
+NEXT_PRIVATE_ENCRYPTION_SECONDARY_KEY="DEADBEEF"
 
 # [[AUTH OPTIONAL]]
 NEXT_PRIVATE_GOOGLE_CLIENT_ID=""
@@ -23,7 +25,7 @@ NEXT_PRIVATE_DIRECT_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/
 # [[E2E Tests]]
 E2E_TEST_AUTHENTICATE_USERNAME="Test User"
 E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
-E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_password"
+E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
 
 # [[STORAGE]]
 # OPTIONAL: Defines the storage transport to use. Available options: database (default) | s3
@@ -72,6 +74,8 @@ NEXT_PRIVATE_MAILCHANNELS_DKIM_DOMAIN=
 NEXT_PRIVATE_MAILCHANNELS_DKIM_SELECTOR=
 # OPTIONAL: The private key to use for DKIM signing.
 NEXT_PRIVATE_MAILCHANNELS_DKIM_PRIVATE_KEY=
+# OPTIONAL: Displays the maximum document upload limit to the user in MBs
+NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=5
 
 # [[STRIPE]]
 NEXT_PRIVATE_STRIPE_API_KEY=

.github/ISSUE_TEMPLATE/feature-request.yml

@@ -33,3 +33,4 @@ body:
         - 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 want to work on creating a PR for this issue if approved

.husky/pre-commit

@@ -1,4 +1,16 @@
 #!/usr/bin/env sh
 . "$(dirname -- "$0")/_/husky.sh"
 
+SCRIPT_DIR="$(readlink -f "$(dirname "$0")")"
+MONOREPO_ROOT="$(readlink -f "$SCRIPT_DIR/../")"
+
+echo "Copying pdf.js"
+npm run copy:pdfjs --workspace apps/**
+
+echo "Copying .well-known/ contents"
+node "$MONOREPO_ROOT/scripts/copy-wellknown.cjs"
+
+git add "$MONOREPO_ROOT/apps/web/public/"
+git add "$MONOREPO_ROOT/apps/marketing/public/"
+
 npx lint-staged

.well-known/security.txt

@@ -0,0 +1,7 @@
+# General Issues
+Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
+
+# Report critical issues privately to let us take appropriate action before publishing.
+Contact: mailto:security@documenso.com
+Preferred-Languages: en
+Canonical: https://documenso.com/.well-known/security.txt

apps/marketing/content/blog/commodifying-signing.mdx

@@ -0,0 +1,87 @@
+---
+title: Commodifying Signing
+description: We are creating signing as a public good and are commoditizing it to make it cheaper and better.
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-01-25
+tags:
+  - Vision
+  - Mission
+  - Open Source
+---
+
+<figure>
+  <MdxNextImage
+    src="/blog/lighthouse.jpeg"
+    width="650"
+    height="650"
+    alt="A lighthouse on a tiny island."
+  />
+
+  <figcaption className="text-center">
+    Lighthouses are often used as an example of a public good; As they benefit all maritime users, but no one can be excluded from using them as a navigational aid. Use by one person neither prevents access by other people, nor does it reduce availability to others.
+  </figcaption>
+</figure>
+
+# Commodifying Signing
+
+> TLDR; We are creating signing as a public good and are commoditizing it to make it cheaper and better.
+
+While we are in full-on building mode with Documenso, I think a lot about the big picture of what we are attempting to do. One phrase that keeps popping up is, "We are commodifying signing." Let's dig deeper into what that means.
+
+Let's start with why we are doing this. Documenso's mission is to solve the domain of signing once and for all for everyone. In so many calls, I hear stories about how organizations build their own solution because the existing ones are too expensive or need to be more flexible. That means not hundreds but probably thousands of companies worldwide have done the same. This is simply wasting humanity's time. Since digital signing systems are understood well enough that seemingly "everyone" can build them, given enough pain, It's time to do it once correctly.
+
+## Is signing already a commodity?
+
+> In economics, a **commodity** is an economic good, usually a resource, that has explicitly full or substantial fungibility: that is, the market treats instances of the good as equivalent or nearly so with no regard to who produced them.
+
+That sounds like the signing market today. There is no shortage of signing providers, and you can get similar signing services from many places. So why is this different from what we want, and why does this not satisfy the market?
+
+- Signing is expensive and painful when you are locked into your vendor, and they charge by signing volume.
+- Signing is also expensive and painful when you have to build it yourself since no vendor fits your requirements or you are not allowed to
+
+To understand why, we need to look at the landscape as it is today:
+
+- **Commodity**: Signing SaaS
+- **Private Goods**: Signing Code Base, Regulatory Know-How
+- **Public Goods**: Web Tech, Digital Signature Algorithms and Standards
+
+What the current players have done is to commodify the listed public goods into commercial products:
+
+> […]the action and process of transforming goods, services, ideas, nature, personal information, people, or animals into commodities.
+> (Let's ignore the end of that list for now and what it says about humanity, yikes)
+
+While this paradigm brought digital signing to many businesses worldwide, we aim for a different future. To solve signing once and for all, we need to achieve two core points:
+
+- Making it cheaper so it's profitable for everyone to use
+- Making it more accessible so everyone can use it (e.g. regulated industries) and flexible enough (extendable, open).
+
+To achieve this, we must transform the landscape to look like this:
+
+- **Commodities**: Enterprise Components, Support, Hosting, Self-Host Licenses
+- **Public Goods**: (no longer private): OS (Open Source) Signing Code Base, OS Regulatory Know-How
+- **Public Goods**: OS Web Tech, Digital Signature Algorithms and Standards
+
+## Raising the Bar
+
+Before creating a commodity, we are raising the bar of what the underlying public good is. Having an open source singing framework you can extend, self-host, and understand makes the resulting solution much more accessible and extendable for everyone. Now for the final feat of making signing cheaper:
+
+As we have seen, signing has already been commodified. But since it was done by a closed source and, frankly, a very opaque industry, no downward price spiral has ensued. By building Documenso open source with an open culture, we can pierce the veil and trigger what the space has been missing for a long time: Commoditization. If you had to read that again, so did I:
+
+> In business literature, **commoditization** is defined as the process by which goods that have economic value and are distinguishable in terms of attributes (uniqueness or brand) become simple commodities in the eyes of the market or consumers.
+
+By only selling what creates value for the customer (hosting a highly available service, keeping it compliant, supporting with technical issues and challenges, preparing industry-specific components), we are commoditizing signing since everyone can do it now: The resources enabling it are public goods, aka. open source. A leveled playing field, as described above, is the perfect environment for a community-first, technology-first, and value-first company like Documenso to flourish.
+
+## Changing the Game
+
+In this new world, a company needing signing (literally every company) can decide if the ROI (Return on Investment) of building signing themselves is greater than simply paying for the value-added activities they will need anyway. Pricing our offering not on volume but fixed is a nice additional wedge into the market we intend to use here.
+
+The market dynamic now changes to who can offer the greatest value added to the public goods, driving the price down as this can be done much more efficiently than locking customers into closed source SaaS. Documenso, being a lean company, which we intend to stay with for a long time, will help kickstart this effect. Open Source capital efficiency is real. Our planned enterprise components, hosting support, and partner ecosystem will all leverage this effect.
+
+We will grow our community around the public good, the open-source repo, and create an ecosystem around the commodities built on top of it (components, hosting, compliance, support). We will solve signing once and for all, and the world will be better for it. Onwards.
+
+As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions or comments.
+
+Best from Hamburg\
+Timur

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

@@ -5,7 +5,7 @@ authorName: 'Timur Ercan'
 authorImage: '/blog/blog-author-timur.jpeg'
 authorRole: 'Co-Founder'
 date: 2024-01-10
-Tags:
+tags:
   - GitHub
   - Backlog
   - Roadmap
@@ -109,7 +109,7 @@ It's similar to the Kanban board for the development backlog.
 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 :)
+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/manifest.mdx

@@ -7,6 +7,8 @@ authorRole: 'Co-Founder'
 date: 2023-07-13
 tags:
   - Manifesto
+  - Open Source
+  - Vision
 ---
 
 <figure>

apps/marketing/content/blog/why-i-started-documenso.mdx

@@ -0,0 +1,68 @@
+---
+title: Why I started Documenso
+description: I started Documenso because I wanted to build a modern tech company in a growing space with a mission bigger than money, I overpaid for a SSL cert 13 years ago, like encryption and want to help make the internet/ world more open.
+authorName: 'Timur Ercan'
+authorImage: '/blog/blog-author-timur.jpeg'
+authorRole: 'Co-Founder'
+date: 2024-02-06
+tags:
+  - Founders
+  - Mission
+  - Open Source
+---
+
+<figure>
+  <MdxNextImage
+    src="/blog/burgers.jpeg"
+    width="650"
+    height="100"
+    alt="Burgers, drinks on a table between friends."
+  />
+
+  <figcaption className="text-center">
+    Not the burger from the story. But it could be as well, the place is pretty generic.
+  </figcaption>
+</figure>
+
+> TLDR; I started Documenso because I wanted to build a modern tech company in a growing space with a mission bigger than money, I overpaid for a SSL cert 13 years ago, like encryption, and wanted to help make the world/ Internet more open.
+
+It's hard to pinpoint when I decided to start Documenso. I first uttered the word "Documenso" while sitting in a restaurant with [Felix](https://twitter.com/flxmgdnz), eating a burger and discussing what's next in late 2022. Shortly after, I sat down with a can of caffeine and started building [Documenso 0.9](https://github.com/documenso/documenso/releases/tag/0.9-developer-preview). Starting Documenso is the most deliberate business decision I ever made. It was deliberate from the personal side and deliberate from the business side.
+
+Looking at the personal side, I've had some time off and was actively looking for my next move. Looking back, I stumbled into my first company. Less so with the second one, but I joined my co-founders and did not develop the core concept myself. While coming up with Documenso, I was deliberately looking for a few things, based on my previous experiences:
+
+- An entrepreneurial space that was a big enough opportunity
+- A huge macro trend, lifting everything in it's space
+- A mode of working that fits my flow (which, luckily for me, is pretty close to the modern startup/ tech scene)
+- A more significant impact to be made than just earning lots of money (though there is nothing wrong with that)
+
+Quick shoutout to everyone feeling even a pinch of imposter syndrome while calling themselves a founder. It was after ten years, slightly after starting Documenso, that I started doing it in my head without cringing. So cut yourself some slack. Considering how long I've been doing this, I would have earned the internal title sooner, and so do you. After grappling with my identity for a second, as is customary for founders, my decision to start this journey came quickly.
+
+Aside from the personal dimension, I had a clear mindset of what I wanted. The criteria I describe below clicked into place one after another, in no particular order. Having experienced no market demand and a very gritty, grindy market, I was looking for something more fundamental. Something basic, infrastructure-like, with a huge demand. A growing market deeply rooted in the ever-increasing digitalization of the world.
+
+And to be honest, I just always liked digital signature tools. It's a product that is easy enough to comprehend and build but complex and impactful enough to satisfy a hard need. It's a product you can build very product-driven since the market and domain are well understood. So when asked about what's next for me, I literally said, "Digital, um, let's say… signatures". As it turns out, my first gut feeling was spot on, but how spot on I only realized when I started researching the space. An open source document signing company happens to be the perfect intersection of all the criteria and personal preferences I described above; it's pretty amazing, actually:
+
+- The global signing market is enormous and rapidly growing
+- To put it bluntly, the signing space is vast and dominated by one outdated player. Outdated in terms of tech, pricing, and ecosystem
+- The signing space is also ridiculously opaque for a space based on open web tech, open encryption tech, and open signing standards. Even by closed-source standards
+- We are currently seeing a renaissance for commercial open source startups, combining venture founder financials with open source mechanics
+- Rebuilding a fundamental infrastructure as open source with a meaningful scale has a profoundly transformative effect on any space
+- Working in open source requires being open, cooperative, and inclusive. It also requires quite a bit of context jumping, "going with the flow," and empathy
+- Apart from fixing the signing space, making Documenso successful would be another domino tile toward open source eating the world, which is great for everyone
+
+Building a company is so complex it can't be planned out. Basing it on great fundamentals and the expected dynamics is the best founders can do, in my humble opinion. After these fundamental decisions, you are (almost) just along for the ride and need to focus on solving the "conventional" problems of starting a company the best you can. With digital signatures hitting so many points of my personal and professional checklist, this already was a great fit. What got me excited at first, though, apart from the perspective of drinking caffeine and coding, was this:
+
+Roughly 13 years ago, I was launching my first product. We obviously wanted SSL encryption on the product site, so I had to buy an SSL certificate. ~$200ish, two years validity, from VeriSign, I think. Apart from it being ridiculously complicated to get, it bothered me that we had basically paid $200 for what is essentially a long number someone generated. SSL wasn't even that widespread back then because it was mainly considered important for e-commerce, no wonder considering it cost so much. "Why would I encrypt a blog?". Fast forward to today, and everyone can get a free SSL cert courtesy of [Let's Encrypt](https://letsencrypt.org/) and browsers are basically blocking unencrypted sites. Mostly, it is even built into hosting platforms, so you barely even notice as a developer.
+
+I had forgotten all about that story until I realized this is where signing is today. A global need fulfilled only by a closed ecosystem, not really state-of-the-art companies, leading to, let's call it, steep prices. I had considered Let's Encrypt a pillar of the open internet for so long that I forgot that they weren't always there. One day, someone said, let's make the internet better. Signing is another domain that should have had an open ecosystem for a long time. Another parallel to that story is the fact that the cryptographic certificates you need for document signing are also stuck in the "pre-Let's Encrypt world." Free document signing certificates via "Let's Sign" are now another to-do on the [long-term roadmap](https://documen.so/roadmap) list for the open signing ecosystem. Effecting this change in any way is a huge driver for me.
+
+Apart from my personal gripes with the corporate certificate industry, I have always found encryption fascinating. It's such a fundamental force in society when you think about it: Secure Communication, Secure Commerce, and even [internet native, open source money (Bitcoin)](https://github.com/bitcoin/bitcoin) were created using a bit of smart math. All these examples are expressions of very fundamental human behaviors that should be enabled and protected by open infrastructures.
+
+I never told rthis to anyone before, but since starting Documenso, I realized that I underestimated the impact and importance of open source for quite some time. When I was in University, I distantly remember my mindset of "yeah, open source is nice, but the great, commercially successful products used in the real world are built by closed companies (aka Microsoft)" _shudder_ It was never really a conscious thought, but enough that I started learning MS Silverlight before plain Javascript. It was slowly, over time, that I realized that open web standards are superior to closed ones, and even later, I understood the same holds true for all software. Open source fixes something in the economy I find hard to articulate. I did my best in [Commodifying Signing](https://documenso.com/blog/commodifying-signing).
+
+To wrap this up, Documenso happens to be the perfect storm of market opportunity, my interests, and my passions. Creating a company in which people want to work for the long term while tackling these issues is a critical side quest of Documenso. This is not only about building the next generation of signing tech; it's also about doing our part to normalize open, healthy, efficient working cultures and tackling relevant problems.
+
+As always, feel free to connect on [Twitter / X](https://twitter.com/eltimuro) (DM open) or [Discord](https://documen.so/discord) if you have any questions, comments, thoughts or feelings.
+
+\
+Best from Hamburg\
+Timur

apps/marketing/public/.well-known/security.txt

@@ -0,0 +1,7 @@
+# General Issues
+Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
+
+# Report critical issues privately to let us take appropriate action before publishing.
+Contact: mailto:security@documenso.com
+Preferred-Languages: en
+Canonical: https://documenso.com/.well-known/security.txt

apps/marketing/src/app/(marketing)/[content]/page.tsx

@@ -5,17 +5,16 @@ import { allDocuments } from 'contentlayer/generated';
 import type { MDXComponents } from 'mdx/types';
 import { useMDXComponent } from 'next-contentlayer/hooks';
 
-export const generateStaticParams = () =>
-  allDocuments.map((post) => ({ post: post._raw.flattenedPath }));
+export const dynamic = 'force-dynamic';
 
 export const generateMetadata = ({ params }: { params: { content: string } }) => {
-  const document = allDocuments.find((post) => post._raw.flattenedPath === params.content);
+  const document = allDocuments.find((doc) => doc._raw.flattenedPath === params.content);
 
   if (!document) {
-    notFound();
+    return { title: 'Not Found' };
   }
 
-  return { title: `Documenso - ${document.title}` };
+  return { title: document.title };
 };
 
 const mdxComponents: MDXComponents = {

apps/marketing/src/app/(marketing)/blog/[post]/page.tsx

@@ -7,18 +7,21 @@ import { ChevronLeft } from 'lucide-react';
 import type { MDXComponents } from 'mdx/types';
 import { useMDXComponent } from 'next-contentlayer/hooks';
 
-export const generateStaticParams = () =>
-  allBlogPosts.map((post) => ({ post: post._raw.flattenedPath }));
+export const dynamic = 'force-dynamic';
 
 export const generateMetadata = ({ params }: { params: { post: string } }) => {
   const blogPost = allBlogPosts.find((post) => post._raw.flattenedPath === `blog/${params.post}`);
 
   if (!blogPost) {
-    notFound();
+    return {
+      title: 'Not Found',
+    };
   }
 
   return {
-    title: `Documenso - ${blogPost.title}`,
+    title: {
+      absolute: `${blogPost.title} - Documenso Blog`,
+    },
     description: blogPost.description,
   };
 };

apps/marketing/src/app/(marketing)/blog/page.tsx

@@ -1,5 +1,11 @@
+import type { Metadata } from 'next';
+
 import { allBlogPosts } from 'contentlayer/generated';
 
+export const metadata: Metadata = {
+  title: 'Blog',
+};
+
 export default function BlogPage() {
   const blogPosts = allBlogPosts.sort((a, b) => {
     const dateA = new Date(a.date);

apps/marketing/src/app/(marketing)/claimed/page.tsx

@@ -4,6 +4,7 @@ import { redirect } from 'next/navigation';
 
 import { ArrowRight } from 'lucide-react';
 
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { redis } from '@documenso/lib/server-only/redis';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
@@ -12,6 +13,8 @@ import { Button } from '@documenso/ui/primitives/button';
 
 import { PasswordReveal } from '~/components/(marketing)/password-reveal';
 
+export const dynamic = 'force-dynamic';
+
 const fontCaveat = Caveat({
   weight: ['500'],
   subsets: ['latin'],
@@ -175,11 +178,7 @@ export default async function ClaimedPlanPage({ searchParams = {} }: ClaimedPlan
           This is a temporary password. Please change it as soon as possible.
         </p>
 
-        <Link
-          href={`${process.env.NEXT_PUBLIC_WEBAPP_URL}/signin`}
-          target="_blank"
-          className="mt-4 block"
-        >
+        <Link href={`${NEXT_PUBLIC_WEBAPP_URL()}/signin`} target="_blank" className="mt-4 block">
           <Button size="lg" className="text-base">
             Let's get started!
             <ArrowRight className="ml-2 h-5 w-5" />

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

@@ -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 flex-1 px-4 lg:px-8">{children}</div>
+      <div className="relative max-w-screen-xl flex-1 px-4 sm:mx-auto lg:px-8">{children}</div>
 
       <Footer className="bg-background border-muted mt-24 border-t" />
     </div>

apps/marketing/src/app/(marketing)/open/data.ts

@@ -47,6 +47,14 @@ export const TEAM_MEMBERS = [
     engagement: 'Full-Time',
     joinDate: 'October 9th, 2023',
   },
+  {
+    name: 'Adithya Krishna',
+    role: 'Software Engineer - II',
+    salary: '-',
+    location: 'India',
+    engagement: 'Full-Time',
+    joinDate: 'December 1st, 2023',
+  },
 ];
 
 export const FUNDING_RAISED = [

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

@@ -1,3 +1,5 @@
+import type { Metadata } from 'next';
+
 import { z } from 'zod';
 
 import { getUserMonthlyGrowth } from '@documenso/lib/server-only/user/get-user-monthly-growth';
@@ -14,6 +16,10 @@ import { MonthlyTotalUsersChart } from './monthly-total-users-chart';
 import { TeamMembers } from './team-members';
 import { OpenPageTooltip } from './tooltip';
 
+export const metadata: Metadata = {
+  title: 'Open Startup',
+};
+
 export const revalidate = 3600;
 
 export const dynamic = 'force-dynamic';
@@ -141,7 +147,12 @@ export default async function OpenPage() {
         <p className="text-muted-foreground mt-4 max-w-[60ch] text-center text-lg leading-normal">
           All our metrics, finances, and learnings are public. We believe in transparency and want
           to share our journey with you. You can read more about why here:{' '}
-          <a className="font-bold" href="https://documenso.com/blog/pre-seed" target="_blank">
+          <a
+            className="font-bold"
+            href="https://documenso.com/blog/pre-seed"
+            target="_blank"
+            rel="noreferrer"
+          >
             Announcing Open Metrics
           </a>
         </p>

apps/marketing/src/app/(marketing)/oss-friends/page.tsx

@@ -1,3 +1,4 @@
+import type { Metadata } from 'next';
 import Image from 'next/image';
 
 import { z } from 'zod';
@@ -5,7 +6,12 @@ import { z } from 'zod';
 import backgroundPattern from '@documenso/assets/images/background-pattern.png';
 
 import { OSSFriendsContainer } from './container';
-import { TOSSFriendsSchema, ZOSSFriendsSchema } from './schema';
+import type { TOSSFriendsSchema } from './schema';
+import { ZOSSFriendsSchema } from './schema';
+
+export const metadata: Metadata = {
+  title: 'OSS Friends',
+};
 
 export default async function OSSFriendsPage() {
   const ossFriends: TOSSFriendsSchema = await fetch('https://formbricks.com/api/oss-friends', {

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

@@ -1,4 +1,5 @@
 /* eslint-disable no-unused-vars, @typescript-eslint/no-unused-vars */
+import type { Metadata } from 'next';
 import { Caveat } from 'next/font/google';
 
 import { cn } from '@documenso/ui/lib/utils';
@@ -10,6 +11,11 @@ import { OpenBuildTemplateBento } from '~/components/(marketing)/open-build-temp
 import { ShareConnectPaidWidgetBento } from '~/components/(marketing)/share-connect-paid-widget-bento';
 
 export const revalidate = 600;
+export const metadata: Metadata = {
+  title: {
+    absolute: 'Documenso - The Open Source DocuSign Alternative',
+  },
+};
 
 const fontCaveat = Caveat({
   weight: ['500'],

apps/marketing/src/app/(marketing)/pricing/page.tsx

@@ -1,5 +1,4 @@
-'use client';
-
+import type { Metadata } from 'next';
 import Link from 'next/link';
 
 import {
@@ -12,6 +11,12 @@ import { Button } from '@documenso/ui/primitives/button';
 
 import { PricingTable } from '~/components/(marketing)/pricing-table';
 
+export const metadata: Metadata = {
+  title: 'Pricing',
+};
+
+export const dynamic = 'force-dynamic';
+
 export type PricingPageProps = {
   searchParams?: {
     planId?: string;
@@ -50,7 +55,7 @@ export default function PricingPage() {
 
         <div className="mt-4 flex justify-center">
           <Button variant="outline" size="lg" className="rounded-full hover:cursor-pointer" asChild>
-            <Link href="https://github.com/documenso/documenso" target="_blank">
+            <Link href="https://github.com/documenso/documenso" target="_blank" rel="noreferrer">
               Get Started
             </Link>
           </Button>
@@ -163,6 +168,7 @@ export default function PricingPage() {
               <Link
                 className="text-documenso-700 font-bold"
                 target="_blank"
+                rel="noreferrer"
                 href="mailto:support@documenso.com"
               >
                 support@documenso.com
@@ -172,6 +178,7 @@ export default function PricingPage() {
                 className="text-documenso-700 font-bold"
                 href="https://documen.so/discord"
                 target="_blank"
+                rel="noreferrer"
               >
                 in our Discord-Support-Channel
               </a>{' '}

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

@@ -6,6 +6,7 @@ import Link from 'next/link';
 import { useRouter } from 'next/navigation';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { base64 } from '@documenso/lib/universal/base64';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
 import type { Field, Recipient } from '@documenso/prisma/client';
@@ -85,6 +86,7 @@ export const SinglePlayerClient = () => {
     setFields(
       data.fields.map((field, i) => ({
         id: i,
+        secondaryId: i.toString(),
         documentId: -1,
         templateId: null,
         recipientId: -1,
@@ -158,6 +160,7 @@ export const SinglePlayerClient = () => {
     readStatus: 'OPENED',
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
+    role: 'SIGNER',
   };
 
   const onFileDrop = async (file: File) => {
@@ -188,7 +191,7 @@ export const SinglePlayerClient = () => {
         <p className="text-foreground mx-auto mt-4 max-w-[50ch] text-lg leading-normal">
           Create a{' '}
           <Link
-            href={`${process.env.NEXT_PUBLIC_WEBAPP_URL}/signup`}
+            href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup`}
             target="_blank"
             className="hover:text-foreground/80 font-semibold transition-colors"
           >
@@ -253,6 +256,7 @@ export const SinglePlayerClient = () => {
                 fields={fields}
                 onSubmit={onSignSubmit}
                 requireName={Boolean(fields.find((field) => field.type === 'NAME'))}
+                requireCustomText={Boolean(fields.find((field) => field.type === 'TEXT'))}
                 requireSignature={Boolean(fields.find((field) => field.type === 'SIGNATURE'))}
               />
             </Stepper>

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

@@ -1,6 +1,13 @@
+import type { Metadata } from 'next';
+
 import { SinglePlayerClient } from './client';
 
+export const metadata: Metadata = {
+  title: 'Singleplayer',
+};
+
 export const revalidate = 0;
+export const dynamic = 'force-dynamic';
 
 // !: This entire file is a hack to get around failed prerendering of
 // !: the Single Player Mode page. This regression was introduced during

apps/marketing/src/app/layout.tsx

@@ -2,7 +2,10 @@ import { Suspense } from 'react';
 
 import { Caveat, Inter } from 'next/font/google';
 
+import { PublicEnvScript } from 'next-runtime-env';
+
 import { FeatureFlagProvider } from '@documenso/lib/client-only/providers/feature-flag';
+import { NEXT_PUBLIC_MARKETING_URL } from '@documenso/lib/constants/app';
 import { getAllAnonymousFlags } from '@documenso/lib/universal/get-feature-flag';
 import { TrpcProvider } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -17,29 +20,35 @@ import './globals.css';
 const fontInter = Inter({ subsets: ['latin'], variable: '--font-sans' });
 const fontCaveat = Caveat({ subsets: ['latin'], variable: '--font-signature' });
 
-export const metadata = {
-  title: 'Documenso - The Open Source DocuSign Alternative',
-  description:
-    'Join Documenso, the open signing infrastructure, and get a 10x better signing experience. Pricing starts at $30/mo. forever! Sign in now and enjoy a faster, smarter, and more beautiful document signing process. Integrates with your favorite tools, customizable, and expandable. Support our mission and become a part of our open-source community.',
-  keywords:
-    'Documenso, open source, DocuSign alternative, document signing, open signing infrastructure, open-source community, fast signing, beautiful signing, smart templates',
-  authors: { name: 'Documenso, Inc.' },
-  robots: 'index, follow',
-  openGraph: {
-    title: 'Documenso - The Open Source DocuSign Alternative',
+export function generateMetadata() {
+  return {
+    title: {
+      template: '%s - Documenso',
+      default: 'Documenso',
+    },
     description:
       'Join Documenso, the open signing infrastructure, and get a 10x better signing experience. Pricing starts at $30/mo. forever! Sign in now and enjoy a faster, smarter, and more beautiful document signing process. Integrates with your favorite tools, customizable, and expandable. Support our mission and become a part of our open-source community.',
-    type: 'website',
-    images: [`${process.env.NEXT_PUBLIC_MARKETING_URL}/opengraph-image.jpg`],
-  },
-  twitter: {
-    site: '@documenso',
-    card: 'summary_large_image',
-    images: [`${process.env.NEXT_PUBLIC_MARKETING_URL}/opengraph-image.jpg`],
-    description:
-      'Join Documenso, the open signing infrastructure, and get a 10x better signing experience. Pricing starts at $30/mo. forever! Sign in now and enjoy a faster, smarter, and more beautiful document signing process. Integrates with your favorite tools, customizable, and expandable. Support our mission and become a part of our open-source community.',
-  },
-};
+    keywords:
+      'Documenso, open source, DocuSign alternative, document signing, open signing infrastructure, open-source community, fast signing, beautiful signing, smart templates',
+    authors: { name: 'Documenso, Inc.' },
+    robots: 'index, follow',
+    metadataBase: new URL(NEXT_PUBLIC_MARKETING_URL() ?? 'http://localhost:3000'),
+    openGraph: {
+      title: 'Documenso - The Open Source DocuSign Alternative',
+      description:
+        'Join Documenso, the open signing infrastructure, and get a 10x better signing experience. Pricing starts at $30/mo. forever! Sign in now and enjoy a faster, smarter, and more beautiful document signing process. Integrates with your favorite tools, customizable, and expandable. Support our mission and become a part of our open-source community.',
+      type: 'website',
+      images: ['/opengraph-image.jpg'],
+    },
+    twitter: {
+      site: '@documenso',
+      card: 'summary_large_image',
+      images: ['/opengraph-image.jpg'],
+      description:
+        'Join Documenso, the open signing infrastructure, and get a 10x better signing experience. Pricing starts at $30/mo. forever! Sign in now and enjoy a faster, smarter, and more beautiful document signing process. Integrates with your favorite tools, customizable, and expandable. Support our mission and become a part of our open-source community.',
+    },
+  };
+}
 
 export default async function RootLayout({ children }: { children: React.ReactNode }) {
   const flags = await getAllAnonymousFlags();
@@ -55,6 +64,7 @@ export default async function RootLayout({ children }: { children: React.ReactNo
         <link rel="icon" type="image/png" sizes="32x32" href="/favicon-32x32.png" />
         <link rel="icon" type="image/png" sizes="16x16" href="/favicon-16x16.png" />
         <link rel="manifest" href="/site.webmanifest" />
+        <PublicEnvScript />
       </head>
 
       <Suspense>

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

@@ -8,6 +8,7 @@ import Link from 'next/link';
 import { AnimatePresence, motion } from 'framer-motion';
 import { usePlausible } from 'next-plausible';
 
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
@@ -82,11 +83,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
           </p>
 
           <Button className="rounded-full text-base" asChild>
-            <Link
-              href={`${process.env.NEXT_PUBLIC_WEBAPP_URL}/signup`}
-              target="_blank"
-              className="mt-6"
-            >
+            <Link href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup`} target="_blank" className="mt-6">
               Signup Now
             </Link>
           </Button>
@@ -117,13 +114,15 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
           </p>
 
           <Button className="mt-6 rounded-full text-base" asChild>
-            <Link href={`${process.env.NEXT_PUBLIC_WEBAPP_URL}/signup`}>Signup Now</Link>
+            <Link href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup`} target="_blank">
+              Signup Now
+            </Link>
           </Button>
 
           <div className="mt-8 flex w-full flex-col divide-y">
             <p className="text-foreground py-4 font-medium">
               {' '}
-              <a href="https://documenso.com/blog/early-adopters" target="_blank">
+              <a href="https://documenso.com/blog/early-adopters" target="_blank" rel="noreferrer">
                 The Early Adopter Deal:
               </a>
             </p>
@@ -133,7 +132,11 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
             <p className="text-foreground py-4">
               <strong>
                 {' '}
-                <a href="https://documenso.com/blog/early-adopters" target="_blank">
+                <a
+                  href="https://documenso.com/blog/early-adopters"
+                  target="_blank"
+                  rel="noreferrer"
+                >
                   Includes all upcoming features
                 </a>
               </strong>

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

@@ -6,6 +6,7 @@ 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 { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import type { Signature } from '@documenso/prisma/client';
 import { DocumentStatus } from '@documenso/prisma/client';
 import type { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
@@ -85,7 +86,7 @@ export const SinglePlayerModeSuccess = ({
       <p className="text-muted-foreground/60 mt-16 text-center text-sm">
         Create a{' '}
         <Link
-          href={`${process.env.NEXT_PUBLIC_WEBAPP_URL}/signup`}
+          href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup`}
           target="_blank"
           className="text-documenso-700 hover:text-documenso-600 whitespace-nowrap"
         >

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

@@ -7,6 +7,7 @@ import { zodResolver } from '@hookform/resolvers/zod';
 import { AnimatePresence, motion } from 'framer-motion';
 import { Loader } from 'lucide-react';
 import { usePlausible } from 'next-plausible';
+import { env } from 'next-runtime-env';
 import { Controller, useForm } from 'react-hook-form';
 import { z } from 'zod';
 
@@ -144,7 +145,11 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
         setTimeout(resolve, 1000);
       });
 
-      const planId = process.env.NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID;
+      const planId = env('NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID');
+
+      if (!planId) {
+        throw new Error('No plan ID found.');
+      }
 
       const claimPlanInput = signatureDataUrl
         ? {
@@ -399,6 +404,7 @@ export const Widget = ({ className, children, ...props }: WidgetProps) => {
           </DialogDescription>
 
           <SignaturePad
+            disabled={isSubmitting}
             className="aspect-video w-full rounded-md border"
             defaultValue={signatureDataUrl || ''}
             onChange={setDraftSignatureDataUrl}

apps/marketing/src/pages/api/claim-plan/index.ts

@@ -1,13 +1,15 @@
-import { NextApiRequest, NextApiResponse } from 'next';
+import type { NextApiRequest, NextApiResponse } from 'next';
 
 import { randomUUID } from 'crypto';
 
-import { TEarlyAdopterCheckoutMetadataSchema } from '@documenso/ee/server-only/stripe/webhook/early-adopter-checkout-metadata';
+import type { TEarlyAdopterCheckoutMetadataSchema } from '@documenso/ee/server-only/stripe/webhook/early-adopter-checkout-metadata';
+import { NEXT_PUBLIC_MARKETING_URL, NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { redis } from '@documenso/lib/server-only/redis';
 import { stripe } from '@documenso/lib/server-only/stripe';
 import { prisma } from '@documenso/prisma';
 
-import { TClaimPlanResponseSchema, ZClaimPlanRequestSchema } from '~/api/claim-plan/types';
+import type { TClaimPlanResponseSchema } from '~/api/claim-plan/types';
+import { ZClaimPlanRequestSchema } from '~/api/claim-plan/types';
 
 export default async function handler(
   req: NextApiRequest,
@@ -40,7 +42,7 @@ export default async function handler(
 
     if (user) {
       return res.status(200).json({
-        redirectUrl: `${process.env.NEXT_PUBLIC_WEBAPP_URL}/signin`,
+        redirectUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/signin`,
       });
     }
 
@@ -77,8 +79,8 @@ export default async function handler(
       mode: 'subscription',
       metadata,
       allow_promotion_codes: true,
-      success_url: `${process.env.NEXT_PUBLIC_MARKETING_URL}/claimed?sessionId={CHECKOUT_SESSION_ID}`,
-      cancel_url: `${process.env.NEXT_PUBLIC_MARKETING_URL}`,
+      success_url: `${NEXT_PUBLIC_MARKETING_URL()}/claimed?sessionId={CHECKOUT_SESSION_ID}`,
+      cancel_url: `${NEXT_PUBLIC_MARKETING_URL()}`,
     });
 
     if (!checkout.url) {

apps/web/package.json

@@ -14,6 +14,7 @@
     "copy:pdfjs": "node ../../scripts/copy-pdfjs.cjs"
   },
   "dependencies": {
+    "@documenso/api": "*",
     "@documenso/assets": "*",
     "@documenso/ee": "*",
     "@documenso/lib": "*",
@@ -42,9 +43,11 @@
     "react-hotkeys-hook": "^4.4.1",
     "react-icons": "^4.11.0",
     "react-rnd": "^10.4.1",
+    "remeda": "^1.27.1",
     "sharp": "0.33.1",
     "ts-pattern": "^5.0.5",
     "typescript": "5.2.2",
+    "ua-parser-js": "^1.0.37",
     "uqr": "^0.1.2",
     "zod": "^3.22.4"
   },
@@ -53,7 +56,8 @@
     "@types/luxon": "^3.3.1",
     "@types/node": "20.1.0",
     "@types/react": "18.2.18",
-    "@types/react-dom": "18.2.7"
+    "@types/react-dom": "18.2.7",
+    "@types/ua-parser-js": "^0.7.39"
   },
   "overrides": {
     "next-auth": {

apps/web/public/.well-known/security.txt

@@ -0,0 +1,7 @@
+# General Issues
+Contact: https://github.com/documenso/documenso/issues/new?assignees=&labels=bug&projects=&template=bug-report.yml
+
+# Report critical issues privately to let us take appropriate action before publishing.
+Contact: mailto:security@documenso.com
+Preferred-Languages: en
+Canonical: https://documenso.com/.well-known/security.txt

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

@@ -7,9 +7,9 @@ import Link from 'next/link';
 import { Loader } from 'lucide-react';
 
 import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
-import { FindResultSet } from '@documenso/lib/types/find-result-set';
-import { recipientInitials } from '@documenso/lib/utils/recipient-formatter';
-import { Document, User } from '@documenso/prisma/client';
+import type { FindResultSet } from '@documenso/lib/types/find-result-set';
+import { extractInitials } from '@documenso/lib/utils/recipient-formatter';
+import type { Document, User } from '@documenso/prisma/client';
 import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
 import { DataTable } from '@documenso/ui/primitives/data-table';
 import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
@@ -65,7 +65,7 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
             accessorKey: 'owner',
             cell: ({ row }) => {
               const avatarFallbackText = row.original.User.name
-                ? recipientInitials(row.original.User.name)
+                ? extractInitials(row.original.User.name)
                 : row.original.User.email.slice(0, 1).toUpperCase();
 
               return (

apps/web/src/app/(dashboard)/admin/nav.tsx

@@ -1,11 +1,11 @@
 'use client';
 
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import Link from 'next/link';
 import { usePathname } from 'next/navigation';
 
-import { BarChart3, FileStack, User2, Wallet2 } from 'lucide-react';
+import { BarChart3, FileStack, Settings, User2, Wallet2 } from 'lucide-react';
 
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -78,6 +78,20 @@ export const AdminNav = ({ className, ...props }: AdminNavProps) => {
           Subscriptions
         </Link>
       </Button>
+
+      <Button
+        variant="ghost"
+        className={cn(
+          'justify-start md:w-full',
+          pathname?.startsWith('/admin/banner') && 'bg-secondary',
+        )}
+        asChild
+      >
+        <Link href="/admin/site-settings">
+          <Settings className="mr-2 h-5 w-5" />
+          Site Settings
+        </Link>
+      </Button>
     </div>
   );
 };

apps/web/src/app/(dashboard)/admin/site-settings/banner-form.tsx

@@ -0,0 +1,200 @@
+'use client';
+
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm } from 'react-hook-form';
+import type { z } from 'zod';
+
+import type { TSiteSettingsBannerSchema } from '@documenso/lib/server-only/site-settings/schemas/banner';
+import {
+  SITE_SETTINGS_BANNER_ID,
+  ZSiteSettingsBannerSchema,
+} from '@documenso/lib/server-only/site-settings/schemas/banner';
+import { TRPCClientError } from '@documenso/trpc/client';
+import { trpc as trpcReact } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { ColorPicker } from '@documenso/ui/primitives/color-picker';
+import {
+  Form,
+  FormControl,
+  FormDescription,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Switch } from '@documenso/ui/primitives/switch';
+import { Textarea } from '@documenso/ui/primitives/textarea';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+const ZBannerFormSchema = ZSiteSettingsBannerSchema;
+
+type TBannerFormSchema = z.infer<typeof ZBannerFormSchema>;
+
+export type BannerFormProps = {
+  banner?: TSiteSettingsBannerSchema;
+};
+
+export function BannerForm({ banner }: BannerFormProps) {
+  const router = useRouter();
+  const { toast } = useToast();
+
+  const form = useForm<TBannerFormSchema>({
+    resolver: zodResolver(ZBannerFormSchema),
+    defaultValues: {
+      id: SITE_SETTINGS_BANNER_ID,
+      enabled: banner?.enabled ?? false,
+      data: {
+        content: banner?.data?.content ?? '',
+        bgColor: banner?.data?.bgColor ?? '#000000',
+        textColor: banner?.data?.textColor ?? '#FFFFFF',
+      },
+    },
+  });
+
+  const enabled = form.watch('enabled');
+
+  const { mutateAsync: updateSiteSetting, isLoading: isUpdateSiteSettingLoading } =
+    trpcReact.admin.updateSiteSetting.useMutation();
+
+  const onBannerUpdate = async ({ id, enabled, data }: TBannerFormSchema) => {
+    try {
+      await updateSiteSetting({
+        id,
+        enabled,
+        data,
+      });
+
+      toast({
+        title: 'Banner Updated',
+        description: 'Your banner has been updated successfully.',
+        duration: 5000,
+      });
+
+      router.refresh();
+    } catch (err) {
+      if (err instanceof TRPCClientError && err.data?.code === 'BAD_REQUEST') {
+        toast({
+          title: 'An error occurred',
+          description: err.message,
+          variant: 'destructive',
+        });
+      } else {
+        toast({
+          title: 'An unknown error occurred',
+          variant: 'destructive',
+          description:
+            'We encountered an unknown error while attempting to update the banner. Please try again later.',
+        });
+      }
+    }
+  };
+
+  return (
+    <div>
+      <h2 className="font-semibold">Site Banner</h2>
+      <p className="text-muted-foreground mt-2 text-sm">
+        The site banner is a message that is shown at the top of the site. It can be used to display
+        important information to your users.
+      </p>
+
+      <Form {...form}>
+        <form
+          className="mt-4 flex flex-col rounded-md"
+          onSubmit={form.handleSubmit(onBannerUpdate)}
+        >
+          <div className="mt-4 flex flex-col gap-4 md:flex-row">
+            <FormField
+              control={form.control}
+              name="enabled"
+              render={({ field }) => (
+                <FormItem className="flex-1">
+                  <FormLabel>Enabled</FormLabel>
+
+                  <FormControl>
+                    <div>
+                      <Switch checked={field.value} onCheckedChange={field.onChange} />
+                    </div>
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
+            <fieldset
+              className="flex flex-col gap-4 md:flex-row"
+              disabled={!enabled}
+              aria-disabled={!enabled}
+            >
+              <FormField
+                control={form.control}
+                name="data.bgColor"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Background Color</FormLabel>
+
+                    <FormControl>
+                      <div>
+                        <ColorPicker {...field} />
+                      </div>
+                    </FormControl>
+
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <FormField
+                control={form.control}
+                name="data.textColor"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel>Text Color</FormLabel>
+
+                    <FormControl>
+                      <div>
+                        <ColorPicker {...field} />
+                      </div>
+                    </FormControl>
+
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+            </fieldset>
+          </div>
+
+          <fieldset disabled={!enabled} aria-disabled={!enabled}>
+            <FormField
+              control={form.control}
+              name="data.content"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel>Content</FormLabel>
+
+                  <FormControl>
+                    <Textarea className="h-32 resize-none" {...field} />
+                  </FormControl>
+
+                  <FormDescription>
+                    The content to show in the banner, HTML is allowed
+                  </FormDescription>
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+          </fieldset>
+
+          <Button
+            type="submit"
+            loading={isUpdateSiteSettingLoading}
+            className="mt-4 justify-end self-end"
+          >
+            Update Banner
+          </Button>
+        </form>
+      </Form>
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/admin/site-settings/page.tsx

@@ -0,0 +1,24 @@
+import { getSiteSettings } from '@documenso/lib/server-only/site-settings/get-site-settings';
+import { SITE_SETTINGS_BANNER_ID } from '@documenso/lib/server-only/site-settings/schemas/banner';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
+
+import { BannerForm } from './banner-form';
+
+// import { BannerForm } from './banner-form';
+
+export default async function AdminBannerPage() {
+  const banner = await getSiteSettings().then((settings) =>
+    settings.find((setting) => setting.id === SITE_SETTINGS_BANNER_ID),
+  );
+
+  return (
+    <div>
+      <SettingsHeader title="Site Settings" subtitle="Manage your site settings here" />
+
+      <div className="mt-8">
+        <BannerForm banner={banner} />
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/admin/users/[id]/multiselect-role-combobox.tsx

@@ -19,7 +19,7 @@ type ComboboxProps = {
   onChange: (_values: string[]) => void;
 };
 
-const MultiSelectCombobox = ({ listValues, onChange }: ComboboxProps) => {
+const MultiSelectRoleCombobox = ({ listValues, onChange }: ComboboxProps) => {
   const [open, setOpen] = React.useState(false);
   const [selectedValues, setSelectedValues] = React.useState<string[]>([]);
   const dbRoles = Object.values(Role);
@@ -79,4 +79,4 @@ const MultiSelectCombobox = ({ listValues, onChange }: ComboboxProps) => {
   );
 };
 
-export { MultiSelectCombobox };
+export { MultiSelectRoleCombobox };

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

@@ -18,9 +18,10 @@ 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';
 
+import { MultiSelectRoleCombobox } from './multiselect-role-combobox';
+
 const ZUserFormSchema = ZUpdateProfileMutationByAdminSchema.omit({ id: true });
 
 type TUserFormSchema = z.infer<typeof ZUserFormSchema>;
@@ -117,7 +118,7 @@ export default function UserPage({ params }: { params: { id: number } }) {
                   <fieldset className="flex flex-col gap-2">
                     <FormLabel className="text-muted-foreground">Roles</FormLabel>
                     <FormControl>
-                      <MultiSelectCombobox
+                      <MultiSelectRoleCombobox
                         listValues={roles}
                         onChange={(values: string[]) => onChange(values)}
                       />

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

@@ -1,4 +1,5 @@
-import { getPricesByType } from '@documenso/ee/server-only/stripe/get-prices-by-type';
+import { getPricesByPlan } from '@documenso/ee/server-only/stripe/get-prices-by-plan';
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
 
 import { UsersDataTable } from './data-table-users';
 import { search } from './fetch-users.actions';
@@ -18,7 +19,7 @@ export default async function AdminManageUsers({ searchParams = {} }: AdminManag
 
   const [{ users, totalPages }, individualPrices] = await Promise.all([
     search(searchString, page, perPage),
-    getPricesByType('individual'),
+    getPricesByPlan(STRIPE_PLAN_TYPE.COMMUNITY),
   ]);
 
   const individualPriceIds = individualPrices.map((price) => price.id);

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

@@ -0,0 +1,110 @@
+'use client';
+
+import Link from 'next/link';
+
+import { CheckCircle, Download, EyeIcon, Pencil } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+import { match } from 'ts-pattern';
+
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
+import { trpc as trpcClient } from '@documenso/trpc/client';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DocumentPageViewButtonProps = {
+  document: Document & {
+    User: Pick<User, 'id' | 'name' | 'email'>;
+    Recipient: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
+  };
+  team?: Pick<Team, 'id' | 'url'>;
+};
+
+export const DocumentPageViewButton = ({ document, team }: DocumentPageViewButtonProps) => {
+  const { data: session } = useSession();
+  const { toast } = useToast();
+
+  if (!session) {
+    return null;
+  }
+
+  const recipient = document.Recipient.find((recipient) => recipient.email === session.user.email);
+
+  const isRecipient = !!recipient;
+  const isPending = document.status === DocumentStatus.PENDING;
+  const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
+  const role = recipient?.role;
+
+  const documentsPath = formatDocumentsPath(document.team?.url);
+
+  const onDownloadClick = async () => {
+    try {
+      const documentWithData = await trpcClient.document.getDocumentById.query({
+        id: document.id,
+        teamId: team?.id,
+      });
+
+      const documentData = documentWithData?.documentData;
+
+      if (!documentData) {
+        throw new Error('No document available');
+      }
+
+      await downloadPDF({ documentData, fileName: documentWithData.title });
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'An error occurred while downloading your document.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return match({
+    isRecipient,
+    isPending,
+    isComplete,
+    isSigned,
+  })
+    .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
+      <Button className="w-full" asChild>
+        <Link href={`/sign/${recipient?.token}`}>
+          {match(role)
+            .with(RecipientRole.SIGNER, () => (
+              <>
+                <Pencil className="-ml-1 mr-2 h-4 w-4" />
+                Sign
+              </>
+            ))
+            .with(RecipientRole.APPROVER, () => (
+              <>
+                <CheckCircle className="-ml-1 mr-2 h-4 w-4" />
+                Approve
+              </>
+            ))
+            .otherwise(() => (
+              <>
+                <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+                View
+              </>
+            ))}
+        </Link>
+      </Button>
+    ))
+    .with({ isComplete: false }, () => (
+      <Button className="w-full" asChild>
+        <Link href={`${documentsPath}/${document.id}/edit`}>Edit</Link>
+      </Button>
+    ))
+    .with({ isComplete: true }, () => (
+      <Button className="w-full" onClick={onDownloadClick}>
+        <Download className="-ml-1 mr-2 inline h-4 w-4" />
+        Download
+      </Button>
+    ))
+    .otherwise(() => null);
+};

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

@@ -0,0 +1,160 @@
+'use client';
+
+import { useState } from 'react';
+
+import Link from 'next/link';
+
+import { Copy, Download, Edit, Loader, MoreHorizontal, Share, Trash2 } from 'lucide-react';
+import { useSession } from 'next-auth/react';
+
+import { downloadPDF } from '@documenso/lib/client-only/download-pdf';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { DocumentStatus } from '@documenso/prisma/client';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
+import { trpc as trpcClient } from '@documenso/trpc/client';
+import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuTrigger,
+} from '@documenso/ui/primitives/dropdown-menu';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { ResendDocumentActionItem } from '../_action-items/resend-document';
+import { DeleteDocumentDialog } from '../delete-document-dialog';
+import { DuplicateDocumentDialog } from '../duplicate-document-dialog';
+
+export type DocumentPageViewDropdownProps = {
+  document: Document & {
+    User: Pick<User, 'id' | 'name' | 'email'>;
+    Recipient: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
+  };
+  team?: Pick<Team, 'id' | 'url'>;
+};
+
+export const DocumentPageViewDropdown = ({ document, team }: DocumentPageViewDropdownProps) => {
+  const { data: session } = useSession();
+  const { toast } = useToast();
+
+  const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
+  const [isDuplicateDialogOpen, setDuplicateDialogOpen] = useState(false);
+
+  if (!session) {
+    return null;
+  }
+
+  const recipient = document.Recipient.find((recipient) => recipient.email === session.user.email);
+
+  const isOwner = document.User.id === session.user.id;
+  const isDraft = document.status === DocumentStatus.DRAFT;
+  const isComplete = document.status === DocumentStatus.COMPLETED;
+  const isDocumentDeletable = isOwner;
+  const isCurrentTeamDocument = team && document.team?.url === team.url;
+
+  const documentsPath = formatDocumentsPath(team?.url);
+
+  const onDownloadClick = async () => {
+    try {
+      const documentWithData = await trpcClient.document.getDocumentById.query({
+        id: document.id,
+        teamId: team?.id,
+      });
+
+      const documentData = documentWithData?.documentData;
+
+      if (!documentData) {
+        return;
+      }
+
+      await downloadPDF({ documentData, fileName: document.title });
+    } catch (err) {
+      toast({
+        title: 'Something went wrong',
+        description: 'An error occurred while downloading your document.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const nonSignedRecipients = document.Recipient.filter((item) => item.signingStatus !== 'SIGNED');
+
+  return (
+    <DropdownMenu>
+      <DropdownMenuTrigger>
+        <MoreHorizontal className="text-muted-foreground h-5 w-5" />
+      </DropdownMenuTrigger>
+
+      <DropdownMenuContent className="w-52" align="end" forceMount>
+        <DropdownMenuLabel>Action</DropdownMenuLabel>
+
+        {(isOwner || isCurrentTeamDocument) && !isComplete && (
+          <DropdownMenuItem asChild>
+            <Link href={`${documentsPath}/${document.id}/edit`}>
+              <Edit className="mr-2 h-4 w-4" />
+              Edit
+            </Link>
+          </DropdownMenuItem>
+        )}
+
+        {isComplete && (
+          <DropdownMenuItem onClick={onDownloadClick}>
+            <Download className="mr-2 h-4 w-4" />
+            Download
+          </DropdownMenuItem>
+        )}
+
+        <DropdownMenuItem onClick={() => setDuplicateDialogOpen(true)}>
+          <Copy className="mr-2 h-4 w-4" />
+          Duplicate
+        </DropdownMenuItem>
+
+        <DropdownMenuItem onClick={() => setDeleteDialogOpen(true)} disabled={!isDocumentDeletable}>
+          <Trash2 className="mr-2 h-4 w-4" />
+          Delete
+        </DropdownMenuItem>
+
+        <DropdownMenuLabel>Share</DropdownMenuLabel>
+
+        <ResendDocumentActionItem
+          document={document}
+          recipients={nonSignedRecipients}
+          team={team}
+        />
+
+        <DocumentShareButton
+          documentId={document.id}
+          token={isOwner ? undefined : recipient?.token}
+          trigger={({ loading, disabled }) => (
+            <DropdownMenuItem disabled={disabled || isDraft} onSelect={(e) => e.preventDefault()}>
+              <div className="flex items-center">
+                {loading ? <Loader className="mr-2 h-4 w-4" /> : <Share className="mr-2 h-4 w-4" />}
+                Share Signing Card
+              </div>
+            </DropdownMenuItem>
+          )}
+        />
+      </DropdownMenuContent>
+
+      {isDocumentDeletable && (
+        <DeleteDocumentDialog
+          id={document.id}
+          status={document.status}
+          documentTitle={document.title}
+          open={isDeleteDialogOpen}
+          onOpenChange={setDeleteDialogOpen}
+        />
+      )}
+      {isDuplicateDialogOpen && (
+        <DuplicateDocumentDialog
+          id={document.id}
+          open={isDuplicateDialogOpen}
+          onOpenChange={setDuplicateDialogOpen}
+          team={team}
+        />
+      )}
+    </DropdownMenu>
+  );
+};

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

@@ -0,0 +1,72 @@
+'use client';
+
+import { useMemo } from 'react';
+
+import { DateTime } from 'luxon';
+
+import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import { useLocale } from '@documenso/lib/client-only/providers/locale';
+import type { Document, Recipient, User } from '@documenso/prisma/client';
+
+export type DocumentPageViewInformationProps = {
+  userId: number;
+  document: Document & {
+    User: Pick<User, 'id' | 'name' | 'email'>;
+    Recipient: Recipient[];
+  };
+};
+
+export const DocumentPageViewInformation = ({
+  document,
+  userId,
+}: DocumentPageViewInformationProps) => {
+  const isMounted = useIsMounted();
+
+  const { locale } = useLocale();
+
+  const documentInformation = useMemo(() => {
+    let createdValue = DateTime.fromJSDate(document.createdAt).toFormat('MMMM d, yyyy');
+    let lastModifiedValue = DateTime.fromJSDate(document.updatedAt).toRelative();
+
+    if (!isMounted) {
+      createdValue = DateTime.fromJSDate(document.createdAt)
+        .setLocale(locale)
+        .toFormat('MMMM d, yyyy');
+
+      lastModifiedValue = DateTime.fromJSDate(document.updatedAt).setLocale(locale).toRelative();
+    }
+
+    return [
+      {
+        description: 'Uploaded by',
+        value: userId === document.userId ? 'You' : document.User.name ?? document.User.email,
+      },
+      {
+        description: 'Created',
+        value: createdValue,
+      },
+      {
+        description: 'Last modified',
+        value: lastModifiedValue,
+      },
+    ];
+  }, [isMounted, document, locale, userId]);
+
+  return (
+    <section className="dark:bg-background text-foreground border-border bg-widget flex flex-col rounded-xl border">
+      <h1 className="px-4 py-3 font-medium">Information</h1>
+
+      <ul className="divide-y border-t">
+        {documentInformation.map((item) => (
+          <li
+            key={item.description}
+            className="flex items-center justify-between px-4 py-2.5 text-sm last:border-b"
+          >
+            <span className="text-muted-foreground">{item.description}</span>
+            <span>{item.value}</span>
+          </li>
+        ))}
+      </ul>
+    </section>
+  );
+};

apps/web/src/app/(dashboard)/documents/[id]/document-page-view-recent-activity.tsx

@@ -0,0 +1,153 @@
+'use client';
+
+import { useMemo } from 'react';
+
+import { CheckCheckIcon, CheckIcon, Loader, MailOpen } from 'lucide-react';
+import { DateTime } from 'luxon';
+import { match } from 'ts-pattern';
+
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { cn } from '@documenso/ui/lib/utils';
+
+export type DocumentPageViewRecentActivityProps = {
+  documentId: number;
+  userId: number;
+};
+
+export const DocumentPageViewRecentActivity = ({
+  documentId,
+  userId,
+}: DocumentPageViewRecentActivityProps) => {
+  const {
+    data,
+    isLoading,
+    isLoadingError,
+    refetch,
+    hasNextPage,
+    fetchNextPage,
+    isFetchingNextPage,
+  } = trpc.document.findDocumentAuditLogs.useInfiniteQuery(
+    {
+      documentId,
+      filterForRecentActivity: true,
+      orderBy: {
+        column: 'createdAt',
+        direction: 'asc',
+      },
+      perPage: 10,
+    },
+    {
+      getNextPageParam: (lastPage) => lastPage.nextCursor,
+    },
+  );
+
+  const documentAuditLogs = useMemo(() => (data?.pages ?? []).flatMap((page) => page.data), [data]);
+
+  return (
+    <section className="dark:bg-background border-border bg-widget flex flex-col rounded-xl border">
+      <div className="flex flex-row items-center justify-between border-b px-4 py-3">
+        <h1 className="text-foreground font-medium">Recent activity</h1>
+
+        {/* Can add dropdown menu here for additional options. */}
+      </div>
+
+      {isLoading && (
+        <div className="flex h-full items-center justify-center py-16">
+          <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
+        </div>
+      )}
+
+      {isLoadingError && (
+        <div className="flex h-full flex-col items-center justify-center py-16">
+          <p className="text-foreground/80 text-sm">Unable to load document history</p>
+          <button
+            onClick={async () => refetch()}
+            className="text-foreground/70 hover:text-muted-foreground mt-2 text-sm"
+          >
+            Click here to retry
+          </button>
+        </div>
+      )}
+
+      <AnimateGenericFadeInOut>
+        {data && (
+          <ul role="list" className="space-y-6 p-4">
+            {hasNextPage && (
+              <li className="relative flex gap-x-4">
+                <div className="absolute -bottom-6 left-0 top-0 flex w-6 justify-center">
+                  <div className="bg-border w-px" />
+                </div>
+
+                <div className="bg-widget relative flex h-6 w-6 flex-none items-center justify-center">
+                  <div className="bg-widget h-1.5 w-1.5 rounded-full ring-1 ring-gray-300 dark:ring-neutral-600" />
+                </div>
+
+                <button
+                  onClick={async () => fetchNextPage()}
+                  className="text-foreground/70 hover:text-muted-foreground text-xs"
+                >
+                  {isFetchingNextPage ? 'Loading...' : 'Load older activity'}
+                </button>
+              </li>
+            )}
+
+            {documentAuditLogs.length === 0 && (
+              <div className="flex items-center justify-center py-4">
+                <p className="text-muted-foreground/70 text-sm">No recent activity</p>
+              </div>
+            )}
+
+            {documentAuditLogs.map((auditLog, auditLogIndex) => (
+              <li key={auditLog.id} className="relative flex gap-x-4">
+                <div
+                  className={cn(
+                    auditLogIndex === documentAuditLogs.length - 1 ? 'h-6' : '-bottom-6',
+                    'absolute left-0 top-0 flex w-6 justify-center',
+                  )}
+                >
+                  <div className="bg-border w-px" />
+                </div>
+
+                <div className="bg-widget text-foreground/40 relative flex h-6 w-6 flex-none items-center justify-center">
+                  {match(auditLog.type)
+                    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_COMPLETED, () => (
+                      <div className="bg-widget rounded-full border border-gray-300 p-1 dark:border-neutral-600">
+                        <CheckCheckIcon className="h-3 w-3" aria-hidden="true" />
+                      </div>
+                    ))
+                    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED, () => (
+                      <div className="bg-widget rounded-full border border-gray-300 p-1 dark:border-neutral-600">
+                        <CheckIcon className="h-3 w-3" aria-hidden="true" />
+                      </div>
+                    ))
+                    .with(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED, () => (
+                      <div className="bg-widget rounded-full border border-gray-300 p-1 dark:border-neutral-600">
+                        <MailOpen className="h-3 w-3" aria-hidden="true" />
+                      </div>
+                    ))
+                    .otherwise(() => (
+                      <div className="bg-widget h-1.5 w-1.5 rounded-full ring-1 ring-gray-300 dark:ring-neutral-600" />
+                    ))}
+                </div>
+
+                <p className="text-muted-foreground dark:text-muted-foreground/70 flex-auto py-0.5 text-xs leading-5">
+                  <span className="text-foreground font-medium">
+                    {formatDocumentAuditLogAction(auditLog, userId).prefix}
+                  </span>{' '}
+                  {formatDocumentAuditLogAction(auditLog, userId).description}
+                </p>
+
+                <time className="text-muted-foreground dark:text-muted-foreground/70 flex-none py-0.5 text-xs leading-5">
+                  {DateTime.fromJSDate(auditLog.createdAt).toRelative({ style: 'short' })}
+                </time>
+              </li>
+            ))}
+          </ul>
+        )}
+      </AnimateGenericFadeInOut>
+    </section>
+  );
+};

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

@@ -0,0 +1,115 @@
+import Link from 'next/link';
+
+import { CheckIcon, Clock, MailIcon, MailOpenIcon, PenIcon, PlusIcon } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import { DocumentStatus, RecipientRole, SigningStatus } from '@documenso/prisma/client';
+import type { Document, Recipient } from '@documenso/prisma/client';
+import { SignatureIcon } from '@documenso/ui/icons/signature';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import { Badge } from '@documenso/ui/primitives/badge';
+
+export type DocumentPageViewRecipientsProps = {
+  document: Document & {
+    Recipient: Recipient[];
+  };
+  documentRootPath: string;
+};
+
+export const DocumentPageViewRecipients = ({
+  document,
+  documentRootPath,
+}: DocumentPageViewRecipientsProps) => {
+  const recipients = document.Recipient;
+
+  return (
+    <section className="dark:bg-background border-border bg-widget flex flex-col rounded-xl border">
+      <div className="flex flex-row items-center justify-between px-4 py-3">
+        <h1 className="text-foreground font-medium">Recipients</h1>
+
+        {document.status !== DocumentStatus.COMPLETED && (
+          <Link
+            href={`${documentRootPath}/${document.id}/edit?step=signers`}
+            title="Modify recipients"
+            className="flex flex-row items-center justify-between"
+          >
+            {recipients.length === 0 ? (
+              <PlusIcon className="ml-2 h-4 w-4" />
+            ) : (
+              <PenIcon className="ml-2 h-3 w-3" />
+            )}
+          </Link>
+        )}
+      </div>
+
+      <ul className="text-muted-foreground divide-y border-t">
+        {recipients.length === 0 && (
+          <li className="flex flex-col items-center justify-center py-6 text-sm">No recipients</li>
+        )}
+
+        {recipients.map((recipient) => (
+          <li key={recipient.id} className="flex items-center justify-between px-4 py-2.5 text-sm">
+            <AvatarWithText
+              avatarFallback={recipient.email.slice(0, 1).toUpperCase()}
+              primaryText={<p className="text-muted-foreground text-sm">{recipient.email}</p>}
+              secondaryText={
+                <p className="text-muted-foreground/70 text-xs">
+                  {RECIPIENT_ROLES_DESCRIPTION[recipient.role].roleName}
+                </p>
+              }
+            />
+
+            {document.status !== DocumentStatus.DRAFT &&
+              recipient.signingStatus === SigningStatus.SIGNED && (
+                <Badge variant="default">
+                  {match(recipient.role)
+                    .with(RecipientRole.APPROVER, () => (
+                      <>
+                        <CheckIcon className="mr-1 h-3 w-3" />
+                        Approved
+                      </>
+                    ))
+                    .with(RecipientRole.CC, () =>
+                      document.status === DocumentStatus.COMPLETED ? (
+                        <>
+                          <MailIcon className="mr-1 h-3 w-3" />
+                          Sent
+                        </>
+                      ) : (
+                        <>
+                          <CheckIcon className="mr-1 h-3 w-3" />
+                          Ready
+                        </>
+                      ),
+                    )
+
+                    .with(RecipientRole.SIGNER, () => (
+                      <>
+                        <SignatureIcon className="mr-1 h-3 w-3" />
+                        Signed
+                      </>
+                    ))
+                    .with(RecipientRole.VIEWER, () => (
+                      <>
+                        <MailOpenIcon className="mr-1 h-3 w-3" />
+                        Viewed
+                      </>
+                    ))
+                    .exhaustive()}
+                </Badge>
+              )}
+
+            {document.status !== DocumentStatus.DRAFT &&
+              recipient.signingStatus === SigningStatus.NOT_SIGNED && (
+                <Badge variant="secondary">
+                  <Clock className="mr-1 h-3 w-3" />
+                  Pending
+                </Badge>
+              )}
+          </li>
+        ))}
+      </ul>
+    </section>
+  );
+};

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

@@ -0,0 +1,205 @@
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft, Clock9, Users2 } from 'lucide-react';
+import { match } from 'ts-pattern';
+
+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 { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
+import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { DocumentStatus } from '@documenso/prisma/client';
+import type { Team } from '@documenso/prisma/client';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+
+import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
+import { DocumentHistorySheet } from '~/components/document/document-history-sheet';
+import {
+  DocumentStatus as DocumentStatusComponent,
+  FRIENDLY_STATUS_MAP,
+} from '~/components/formatter/document-status';
+
+import { DocumentPageViewButton } from './document-page-view-button';
+import { DocumentPageViewDropdown } from './document-page-view-dropdown';
+import { DocumentPageViewInformation } from './document-page-view-information';
+import { DocumentPageViewRecentActivity } from './document-page-view-recent-activity';
+import { DocumentPageViewRecipients } from './document-page-view-recipients';
+
+export type DocumentPageViewProps = {
+  params: {
+    id: string;
+  };
+  team?: Team;
+};
+
+export const DocumentPageView = async ({ params, team }: DocumentPageViewProps) => {
+  const { id } = params;
+
+  const documentId = Number(id);
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    redirect(documentRootPath);
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const document = await getDocumentById({
+    id: documentId,
+    userId: user.id,
+    teamId: team?.id,
+  }).catch(() => null);
+
+  const isDocumentHistoryEnabled = await getServerComponentFlag(
+    'app_document_page_view_history_sheet',
+  );
+
+  if (!document || !document.documentData) {
+    redirect(documentRootPath);
+  }
+
+  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 = await getRecipientsForDocument({
+    documentId,
+    teamId: team?.id,
+    userId: user.id,
+  });
+
+  const documentWithRecipients = {
+    ...document,
+    Recipient: recipients,
+  };
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Documents
+      </Link>
+
+      <div className="flex flex-row justify-between">
+        <div>
+          <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+            {document.title}
+          </h1>
+
+          <div className="mt-2.5 flex items-center gap-x-6">
+            <DocumentStatusComponent
+              inheritColor
+              status={document.status}
+              className="text-muted-foreground"
+            />
+
+            {recipients.length > 0 && (
+              <div className="text-muted-foreground flex items-center">
+                <Users2 className="mr-2 h-5 w-5" />
+
+                <StackAvatarsWithTooltip recipients={recipients} position="bottom">
+                  <span>{recipients.length} Recipient(s)</span>
+                </StackAvatarsWithTooltip>
+              </div>
+            )}
+          </div>
+        </div>
+
+        {isDocumentHistoryEnabled && (
+          <div className="self-end">
+            <DocumentHistorySheet documentId={document.id} userId={user.id}>
+              <Button variant="outline">
+                <Clock9 className="mr-1.5 h-4 w-4" />
+                Document history
+              </Button>
+            </DocumentHistorySheet>
+          </div>
+        )}
+      </div>
+
+      <div className="mt-6 grid w-full grid-cols-12 gap-8">
+        <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 document={document} key={documentData.id} documentData={documentData} />
+          </CardContent>
+        </Card>
+
+        <div className="col-span-12 lg:col-span-6 xl:col-span-5">
+          <div className="space-y-6">
+            <section className="border-border bg-widget flex flex-col rounded-xl border pb-4 pt-6">
+              <div className="flex flex-row items-center justify-between px-4">
+                <h3 className="text-foreground text-2xl font-semibold">
+                  Document {FRIENDLY_STATUS_MAP[document.status].label.toLowerCase()}
+                </h3>
+
+                <DocumentPageViewDropdown document={documentWithRecipients} team={team} />
+              </div>
+
+              <p className="text-muted-foreground mt-2 px-4 text-sm ">
+                {match(document.status)
+                  .with(
+                    DocumentStatus.COMPLETED,
+                    () => 'This document has been signed by all recipients',
+                  )
+                  .with(
+                    DocumentStatus.DRAFT,
+                    () => 'This document is currently a draft and has not been sent',
+                  )
+                  .with(DocumentStatus.PENDING, () => {
+                    const pendingRecipients = recipients.filter(
+                      (recipient) => recipient.signingStatus === 'NOT_SIGNED',
+                    );
+
+                    return `Waiting on ${pendingRecipients.length} recipient${
+                      pendingRecipients.length > 1 ? 's' : ''
+                    }`;
+                  })
+                  .exhaustive()}
+              </p>
+
+              <div className="mt-4 border-t px-4 pt-4">
+                <DocumentPageViewButton document={documentWithRecipients} team={team} />
+              </div>
+            </section>
+
+            {/* Document information section. */}
+            <DocumentPageViewInformation document={documentWithRecipients} userId={user.id} />
+
+            {/* Recipients section. */}
+            <DocumentPageViewRecipients
+              document={documentWithRecipients}
+              documentRootPath={documentRootPath}
+            />
+
+            {/* Recent activity section. */}
+            <DocumentPageViewRecentActivity documentId={document.id} userId={user.id} />
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+};

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

@@ -2,10 +2,16 @@
 
 import { useState } from 'react';
 
-import { useRouter } from 'next/navigation';
+import { useRouter, useSearchParams } from 'next/navigation';
 
-import type { DocumentData, DocumentMeta, Field, Recipient, User } from '@documenso/prisma/client';
-import { DocumentStatus } from '@documenso/prisma/client';
+import {
+  type DocumentData,
+  type DocumentMeta,
+  DocumentStatus,
+  type Field,
+  type Recipient,
+  type User,
+} from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -24,6 +30,8 @@ import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 import { Stepper } from '@documenso/ui/primitives/stepper';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useOptionalCurrentTeam } from '~/providers/team';
+
 export type EditDocumentFormProps = {
   className?: string;
   user: User;
@@ -32,6 +40,7 @@ export type EditDocumentFormProps = {
   documentMeta: DocumentMeta | null;
   fields: Field[];
   documentData: DocumentData;
+  documentRootPath: string;
 };
 
 type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
@@ -45,14 +54,13 @@ export const EditDocumentForm = ({
   documentMeta,
   user: _user,
   documentData,
+  documentRootPath,
 }: EditDocumentFormProps) => {
   const { toast } = useToast();
-  const router = useRouter();
 
-  // controlled stepper state
-  const [step, setStep] = useState<EditDocumentStep>(
-    document.status === DocumentStatus.DRAFT ? 'title' : 'signers',
-  );
+  const router = useRouter();
+  const searchParams = useSearchParams();
+  const team = useOptionalCurrentTeam();
 
   const { mutateAsync: addTitle } = trpc.document.setTitleForDocument.useMutation();
   const { mutateAsync: addFields } = trpc.field.addFields.useMutation();
@@ -84,11 +92,30 @@ export const EditDocumentForm = ({
     },
   };
 
+  const [step, setStep] = useState<EditDocumentStep>(() => {
+    // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+    const searchParamStep = searchParams?.get('step') as EditDocumentStep | undefined;
+
+    let initialStep: EditDocumentStep =
+      document.status === DocumentStatus.DRAFT ? 'title' : 'signers';
+
+    if (
+      searchParamStep &&
+      documentFlow[searchParamStep] !== undefined &&
+      !(recipients.length === 0 && (searchParamStep === 'subject' || searchParamStep === 'fields'))
+    ) {
+      initialStep = searchParamStep;
+    }
+
+    return initialStep;
+  });
+
   const onAddTitleFormSubmit = async (data: TAddTitleFormSchema) => {
     try {
       // Custom invocation server action
       await addTitle({
         documentId: document.id,
+        teamId: team?.id,
         title: data.title,
       });
 
@@ -111,6 +138,7 @@ export const EditDocumentForm = ({
       // Custom invocation server action
       await addSigners({
         documentId: document.id,
+        teamId: team?.id,
         signers: data.signers,
       });
 
@@ -149,16 +177,18 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message, timezone, dateFormat } = data.meta;
+    const { subject, message, timezone, dateFormat, redirectUrl } = data.meta;
 
     try {
       await sendDocument({
         documentId: document.id,
+        teamId: team?.id,
         meta: {
           subject,
           message,
-          timezone,
           dateFormat,
+          timezone,
+          redirectUrl,
         },
       });
 
@@ -168,7 +198,7 @@ export const EditDocumentForm = ({
         duration: 5000,
       });
 
-      router.push('/documents');
+      router.push(documentRootPath);
     } catch (err) {
       console.error(err);
 
@@ -218,9 +248,9 @@ export const EditDocumentForm = ({
             <AddTitleFormPartial
               key={recipients.length}
               documentFlow={documentFlow.title}
+              document={document}
               recipients={recipients}
               fields={fields}
-              document={document}
               onSubmit={onAddTitleFormSubmit}
             />
 

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

@@ -0,0 +1,122 @@
+import Link from 'next/link';
+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 { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
+import { DocumentStatus as InternalDocumentStatus } from '@documenso/prisma/client';
+
+import { EditDocumentForm } from '~/app/(dashboard)/documents/[id]/edit-document';
+import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
+import { DocumentStatus } from '~/components/formatter/document-status';
+
+export type DocumentEditPageViewProps = {
+  params: {
+    id: string;
+  };
+  team?: Team;
+};
+
+export const DocumentEditPageView = async ({ params, team }: DocumentEditPageViewProps) => {
+  const { id } = params;
+
+  const documentId = Number(id);
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    redirect(documentRootPath);
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const document = await getDocumentById({
+    id: documentId,
+    userId: user.id,
+    teamId: team?.id,
+  }).catch(() => null);
+
+  if (!document || !document.documentData) {
+    redirect(documentRootPath);
+  }
+
+  if (document.status === InternalDocumentStatus.COMPLETED) {
+    redirect(`${documentRootPath}/${documentId}`);
+  }
+
+  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({
+      documentId,
+      userId: user.id,
+      teamId: team?.id,
+    }),
+    getFieldsForDocument({
+      documentId,
+      userId: user.id,
+    }),
+  ]);
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Documents
+      </Link>
+
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+        {document.title}
+      </h1>
+
+      <div className="mt-2.5 flex items-center gap-x-6">
+        <DocumentStatus inheritColor status={document.status} className="text-muted-foreground" />
+
+        {recipients.length > 0 && (
+          <div className="text-muted-foreground flex items-center">
+            <Users2 className="mr-2 h-5 w-5" />
+
+            <StackAvatarsWithTooltip recipients={recipients} position="bottom">
+              <span>{recipients.length} Recipient(s)</span>
+            </StackAvatarsWithTooltip>
+          </div>
+        )}
+      </div>
+
+      <EditDocumentForm
+        className="mt-8"
+        document={document}
+        user={user}
+        documentMeta={documentMeta}
+        recipients={recipients}
+        fields={fields}
+        documentData={documentData}
+        documentRootPath={documentRootPath}
+      />
+    </div>
+  );
+};

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

@@ -0,0 +1,11 @@
+import { DocumentEditPageView } from './document-edit-page-view';
+
+export type DocumentPageProps = {
+  params: {
+    id: string;
+  };
+};
+
+export default function DocumentEditPage({ params }: DocumentPageProps) {
+  return <DocumentEditPageView params={params} />;
+}

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

@@ -0,0 +1,165 @@
+'use client';
+
+import { useSearchParams } from 'next/navigation';
+
+import { DateTime } from 'luxon';
+import type { DateTimeFormatOptions } from 'luxon';
+import { UAParser } from 'ua-parser-js';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { formatDocumentAuditLogAction } from '@documenso/lib/utils/document-audit-logs';
+import { trpc } from '@documenso/trpc/react';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+export type DocumentLogsDataTableProps = {
+  documentId: number;
+};
+
+const dateFormat: DateTimeFormatOptions = {
+  ...DateTime.DATETIME_SHORT,
+  hourCycle: 'h12',
+};
+
+export const DocumentLogsDataTable = ({ documentId }: DocumentLogsDataTableProps) => {
+  const parser = new UAParser();
+
+  const searchParams = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const parsedSearchParams = ZBaseTableSearchParamsSchema.parse(
+    Object.fromEntries(searchParams ?? []),
+  );
+
+  const { data, isLoading, isInitialLoading, isLoadingError } =
+    trpc.document.findDocumentAuditLogs.useQuery(
+      {
+        documentId,
+        page: parsedSearchParams.page,
+        perPage: parsedSearchParams.perPage,
+      },
+      {
+        keepPreviousData: true,
+      },
+    );
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    updateSearchParams({
+      page,
+      perPage,
+    });
+  };
+
+  const uppercaseFistLetter = (text: string) => {
+    return text.charAt(0).toUpperCase() + text.slice(1);
+  };
+
+  const results = data ?? {
+    data: [],
+    perPage: 10,
+    currentPage: 1,
+    totalPages: 1,
+  };
+
+  return (
+    <DataTable
+      columns={[
+        {
+          header: 'Time',
+          accessorKey: 'createdAt',
+          cell: ({ row }) => <LocaleDate format={dateFormat} date={row.original.createdAt} />,
+        },
+        {
+          header: 'User',
+          accessorKey: 'name',
+          cell: ({ row }) =>
+            row.original.name || row.original.email ? (
+              <div>
+                {row.original.name && (
+                  <p className="truncate" title={row.original.name}>
+                    {row.original.name}
+                  </p>
+                )}
+
+                {row.original.email && (
+                  <p className="truncate" title={row.original.email}>
+                    {row.original.email}
+                  </p>
+                )}
+              </div>
+            ) : (
+              <p>N/A</p>
+            ),
+        },
+        {
+          header: 'Action',
+          accessorKey: 'type',
+          cell: ({ row }) => (
+            <span>
+              {uppercaseFistLetter(formatDocumentAuditLogAction(row.original).description)}
+            </span>
+          ),
+        },
+        {
+          header: 'IP Address',
+          accessorKey: 'ipAddress',
+        },
+        {
+          header: 'Browser',
+          cell: ({ row }) => {
+            if (!row.original.userAgent) {
+              return 'N/A';
+            }
+
+            parser.setUA(row.original.userAgent);
+
+            const result = parser.getResult();
+
+            return result.browser.name ?? 'N/A';
+          },
+        },
+      ]}
+      data={results.data}
+      perPage={results.perPage}
+      currentPage={results.currentPage}
+      totalPages={results.totalPages}
+      onPaginationChange={onPaginationChange}
+      error={{
+        enable: isLoadingError,
+      }}
+      skeleton={{
+        enable: isLoading && isInitialLoading,
+        rows: 3,
+        component: (
+          <>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell className="w-1/2 py-4 pr-4">
+              <div className="ml-2 flex flex-grow flex-col">
+                <Skeleton className="h-4 w-1/3 max-w-[8rem]" />
+                <Skeleton className="mt-1 h-4 w-1/2 max-w-[12rem]" />
+              </div>
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-10 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-10 rounded-full" />
+            </TableCell>
+          </>
+        ),
+      }}
+    >
+      {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
+    </DataTable>
+  );
+};

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

@@ -0,0 +1,151 @@
+import Link from 'next/link';
+import { redirect } from 'next/navigation';
+
+import { ChevronLeft, DownloadIcon } from 'lucide-react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Recipient, Team } from '@documenso/prisma/client';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card } from '@documenso/ui/primitives/card';
+
+import { FRIENDLY_STATUS_MAP } from '~/components/formatter/document-status';
+
+import { DocumentLogsDataTable } from './document-logs-data-table';
+
+export type DocumentLogsPageViewProps = {
+  params: {
+    id: string;
+  };
+  team?: Team;
+};
+
+export const DocumentLogsPageView = async ({ params, team }: DocumentLogsPageViewProps) => {
+  const { id } = params;
+
+  const documentId = Number(id);
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+
+  if (!documentId || Number.isNaN(documentId)) {
+    redirect(documentRootPath);
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const [document, recipients] = await Promise.all([
+    getDocumentById({
+      id: documentId,
+      userId: user.id,
+      teamId: team?.id,
+    }).catch(() => null),
+    getRecipientsForDocument({
+      documentId,
+      userId: user.id,
+      teamId: team?.id,
+    }),
+  ]);
+
+  if (!document || !document.documentData) {
+    redirect(documentRootPath);
+  }
+
+  const documentInformation: { description: string; value: string }[] = [
+    {
+      description: 'Document title',
+      value: document.title,
+    },
+    {
+      description: 'Document ID',
+      value: document.id.toString(),
+    },
+    {
+      description: 'Document status',
+      value: FRIENDLY_STATUS_MAP[document.status].label,
+    },
+    {
+      description: 'Created by',
+      value: document.User.name ?? document.User.email,
+    },
+    {
+      description: 'Date created',
+      value: document.createdAt.toISOString(),
+    },
+    {
+      description: 'Last updated',
+      value: document.updatedAt.toISOString(),
+    },
+    {
+      description: 'Time zone',
+      value: document.documentMeta?.timezone ?? 'N/A',
+    },
+  ];
+
+  const formatRecipientText = (recipient: Recipient) => {
+    let text = recipient.email;
+
+    if (recipient.name) {
+      text = `${recipient.name} (${recipient.email})`;
+    }
+
+    return `${text} - ${recipient.role}`;
+  };
+
+  return (
+    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
+      <Link
+        href={`${documentRootPath}/${document.id}`}
+        className="flex items-center text-[#7AC455] hover:opacity-80"
+      >
+        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
+        Document
+      </Link>
+
+      <div className="flex flex-col justify-between sm:flex-row">
+        <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+          {document.title}
+        </h1>
+
+        <div className="mt-4 flex w-full flex-row sm:mt-0 sm:w-auto sm:self-end">
+          <Button variant="outline" className="mr-2 w-full sm:w-auto">
+            <DownloadIcon className="mr-1.5 h-4 w-4" />
+            Download certificate
+          </Button>
+
+          <Button className="w-full sm:w-auto">
+            <DownloadIcon className="mr-1.5 h-4 w-4" />
+            Download PDF
+          </Button>
+        </div>
+      </div>
+
+      <section className="mt-6">
+        <Card className="grid grid-cols-1 gap-4 p-4 sm:grid-cols-2" degrees={45} gradient>
+          {documentInformation.map((info, i) => (
+            <div className="text-foreground text-sm" key={i}>
+              <h3 className="font-semibold">{info.description}</h3>
+              <p className="text-muted-foreground">{info.value}</p>
+            </div>
+          ))}
+
+          <div className="text-foreground text-sm">
+            <h3 className="font-semibold">Recipients</h3>
+            <ul className="text-muted-foreground list-inside list-disc">
+              {recipients.map((recipient) => (
+                <li key={`recipient-${recipient.id}`}>
+                  <span className="-ml-2">{formatRecipientText(recipient)}</span>
+                </li>
+              ))}
+            </ul>
+          </div>
+        </Card>
+      </section>
+
+      <section className="mt-6">
+        <DocumentLogsDataTable documentId={document.id} />
+      </section>
+    </div>
+  );
+};

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

@@ -0,0 +1,11 @@
+import { DocumentLogsPageView } from './document-logs-page-view';
+
+export type DocumentsLogsPageProps = {
+  params: {
+    id: string;
+  };
+};
+
+export default function DocumentsLogsPage({ params }: DocumentsLogsPageProps) {
+  return <DocumentLogsPageView params={params} />;
+}

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

@@ -1,20 +1,4 @@
-import Link from 'next/link';
-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';
-
-import { EditDocumentForm } from '~/app/(dashboard)/documents/[id]/edit-document';
-import { StackAvatarsWithTooltip } from '~/components/(dashboard)/avatar/stack-avatars-with-tooltip';
-import { DocumentStatus } from '~/components/formatter/document-status';
+import { DocumentPageView } from './document-page-view';
 
 export type DocumentPageProps = {
   params: {
@@ -22,103 +6,6 @@ export type DocumentPageProps = {
   };
 };
 
-export default async function DocumentPage({ params }: DocumentPageProps) {
-  const { id } = params;
-
-  const documentId = Number(id);
-
-  if (!documentId || Number.isNaN(documentId)) {
-    redirect('/documents');
-  }
-
-  const { user } = await getRequiredServerComponentSession();
-
-  const document = await getDocumentById({
-    id: documentId,
-    userId: user.id,
-  }).catch(() => null);
-
-  if (!document || !document.documentData) {
-    redirect('/documents');
-  }
-
-  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({
-      documentId,
-      userId: user.id,
-    }),
-    getFieldsForDocument({
-      documentId,
-      userId: user.id,
-    }),
-  ]);
-
-  return (
-    <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
-      <Link href="/documents" className="flex items-center text-[#7AC455] hover:opacity-80">
-        <ChevronLeft className="mr-2 inline-block h-5 w-5" />
-        Documents
-      </Link>
-
-      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-        {document.title}
-      </h1>
-
-      <div className="mt-2.5 flex items-center gap-x-6">
-        <DocumentStatus inheritColor status={document.status} className="text-muted-foreground" />
-
-        {recipients.length > 0 && (
-          <div className="text-muted-foreground flex items-center">
-            <Users2 className="mr-2 h-5 w-5" />
-
-            <StackAvatarsWithTooltip recipients={recipients} position="bottom">
-              <span>{recipients.length} Recipient(s)</span>
-            </StackAvatarsWithTooltip>
-          </div>
-        )}
-      </div>
-
-      {document.status !== InternalDocumentStatus.COMPLETED && (
-        <EditDocumentForm
-          className="mt-8"
-          document={document}
-          user={user}
-          documentMeta={documentMeta}
-          recipients={recipients}
-          fields={fields}
-          documentData={documentData}
-        />
-      )}
-
-      {document.status === InternalDocumentStatus.COMPLETED && (
-        <div className="mx-auto mt-12 max-w-2xl">
-          <LazyPDFViewer
-            document={document}
-            key={documentData.id}
-            documentMeta={documentMeta}
-            documentData={documentData}
-          />
-        </div>
-      )}
-    </div>
-  );
+export default function DocumentPage({ params }: DocumentPageProps) {
+  return <DocumentPageView params={params} />;
 }

apps/web/src/app/(dashboard)/documents/_action-items/resend-document.tsx

@@ -10,6 +10,7 @@ import * as z from 'zod';
 
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
+import type { Team } from '@documenso/prisma/client';
 import { type Document, type Recipient, SigningStatus } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -39,8 +40,11 @@ import { StackAvatar } from '~/components/(dashboard)/avatar/stack-avatar';
 const FORM_ID = 'resend-email';
 
 export type ResendDocumentActionItemProps = {
-  document: Document;
+  document: Document & {
+    team: Pick<Team, 'id' | 'url'> | null;
+  };
   recipients: Recipient[];
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const ZResendDocumentFormSchema = z.object({
@@ -54,15 +58,17 @@ export type TResendDocumentFormSchema = z.infer<typeof ZResendDocumentFormSchema
 export const ResendDocumentActionItem = ({
   document,
   recipients,
+  team,
 }: ResendDocumentActionItemProps) => {
   const { data: session } = useSession();
   const { toast } = useToast();
 
   const [isOpen, setIsOpen] = useState(false);
   const isOwner = document.userId === session?.user?.id;
+  const isCurrentTeamDocument = team && document.team?.url === team.url;
 
   const isDisabled =
-    !isOwner ||
+    (!isOwner && !isCurrentTeamDocument) ||
     document.status !== 'PENDING' ||
     !recipients.some((r) => r.signingStatus === SigningStatus.NOT_SIGNED);
 
@@ -82,7 +88,7 @@ export const ResendDocumentActionItem = ({
 
   const onFormSubmit = async ({ recipients }: TResendDocumentFormSchema) => {
     try {
-      await resendDocument({ documentId: document.id, recipients });
+      await resendDocument({ documentId: document.id, recipients, teamId: team?.id });
 
       toast({
         title: 'Document re-sent',
@@ -102,88 +108,86 @@ export const ResendDocumentActionItem = ({
   };
 
   return (
-    <>
-      <Dialog open={isOpen} onOpenChange={setIsOpen}>
-        <DialogTrigger asChild>
-          <DropdownMenuItem disabled={isDisabled} onSelect={(e) => e.preventDefault()}>
-            <History className="mr-2 h-4 w-4" />
-            Resend
-          </DropdownMenuItem>
-        </DialogTrigger>
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>
+        <DropdownMenuItem disabled={isDisabled} onSelect={(e) => e.preventDefault()}>
+          <History className="mr-2 h-4 w-4" />
+          Resend
+        </DropdownMenuItem>
+      </DialogTrigger>
 
-        <DialogContent className="sm:max-w-sm" hideClose>
-          <DialogHeader>
-            <DialogTitle>
-              <h1 className="text-center text-xl">Who do you want to remind?</h1>
-            </DialogTitle>
-          </DialogHeader>
+      <DialogContent className="sm:max-w-sm" hideClose>
+        <DialogHeader>
+          <DialogTitle asChild>
+            <h1 className="text-center text-xl">Who do you want to remind?</h1>
+          </DialogTitle>
+        </DialogHeader>
 
-          <Form {...form}>
-            <form id={FORM_ID} onSubmit={handleSubmit(onFormSubmit)} className="px-3">
-              <FormField
-                control={form.control}
-                name="recipients"
-                render={({ field: { value, onChange } }) => (
-                  <>
-                    {recipients.map((recipient) => (
-                      <FormItem
-                        key={recipient.id}
-                        className="flex flex-row items-center justify-between gap-x-3"
+        <Form {...form}>
+          <form id={FORM_ID} onSubmit={handleSubmit(onFormSubmit)} className="px-3">
+            <FormField
+              control={form.control}
+              name="recipients"
+              render={({ field: { value, onChange } }) => (
+                <>
+                  {recipients.map((recipient) => (
+                    <FormItem
+                      key={recipient.id}
+                      className="flex flex-row items-center justify-between gap-x-3"
+                    >
+                      <FormLabel
+                        className={cn('my-2 flex items-center gap-2 font-normal', {
+                          'opacity-50': !value.includes(recipient.id),
+                        })}
                       >
-                        <FormLabel
-                          className={cn('my-2 flex items-center gap-2 font-normal', {
-                            'opacity-50': !value.includes(recipient.id),
-                          })}
-                        >
-                          <StackAvatar
-                            key={recipient.id}
-                            type={getRecipientType(recipient)}
-                            fallbackText={recipientAbbreviation(recipient)}
-                          />
-                          {recipient.email}
-                        </FormLabel>
+                        <StackAvatar
+                          key={recipient.id}
+                          type={getRecipientType(recipient)}
+                          fallbackText={recipientAbbreviation(recipient)}
+                        />
+                        {recipient.email}
+                      </FormLabel>
 
-                        <FormControl>
-                          <Checkbox
-                            className="h-5 w-5 rounded-full data-[state=checked]:border-black data-[state=checked]:bg-black "
-                            checkClassName="text-white"
-                            value={recipient.id}
-                            checked={value.includes(recipient.id)}
-                            onCheckedChange={(checked: boolean) =>
-                              checked
-                                ? onChange([...value, recipient.id])
-                                : onChange(value.filter((v) => v !== recipient.id))
-                            }
-                          />
-                        </FormControl>
-                      </FormItem>
-                    ))}
-                  </>
-                )}
-              />
-            </form>
-          </Form>
+                      <FormControl>
+                        <Checkbox
+                          className="h-5 w-5 rounded-full data-[state=checked]:border-black data-[state=checked]:bg-black "
+                          checkClassName="text-white"
+                          value={recipient.id}
+                          checked={value.includes(recipient.id)}
+                          onCheckedChange={(checked: boolean) =>
+                            checked
+                              ? onChange([...value, recipient.id])
+                              : onChange(value.filter((v) => v !== recipient.id))
+                          }
+                        />
+                      </FormControl>
+                    </FormItem>
+                  ))}
+                </>
+              )}
+            />
+          </form>
+        </Form>
 
-          <DialogFooter>
-            <div className="flex w-full flex-1 flex-nowrap gap-4">
-              <DialogClose asChild>
-                <Button
-                  type="button"
-                  className="dark:bg-muted dark:hover:bg-muted/80 flex-1  bg-black/5 hover:bg-black/10"
-                  variant="secondary"
-                  disabled={isSubmitting}
-                >
-                  Cancel
-                </Button>
-              </DialogClose>
-
-              <Button className="flex-1" loading={isSubmitting} type="submit" form={FORM_ID}>
-                Send reminder
+        <DialogFooter>
+          <div className="flex w-full flex-1 flex-nowrap gap-4">
+            <DialogClose asChild>
+              <Button
+                type="button"
+                className="dark:bg-muted dark:hover:bg-muted/80 flex-1  bg-black/5 hover:bg-black/10"
+                variant="secondary"
+                disabled={isSubmitting}
+              >
+                Cancel
               </Button>
-            </div>
-          </DialogFooter>
-        </DialogContent>
-      </Dialog>
-    </>
+            </DialogClose>
+
+            <Button className="flex-1" loading={isSubmitting} type="submit" form={FORM_ID}>
+              Send reminder
+            </Button>
+          </div>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
   );
 };

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

@@ -2,13 +2,14 @@
 
 import Link from 'next/link';
 
-import { Download, Edit, Pencil } from 'lucide-react';
+import { CheckCircle, Download, Edit, EyeIcon, Pencil } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 import { match } from 'ts-pattern';
 
 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 { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
+import { DocumentStatus, RecipientRole, 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';
@@ -18,10 +19,12 @@ export type DataTableActionButtonProps = {
   row: Document & {
     User: Pick<User, 'id' | 'name' | 'email'>;
     Recipient: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
   };
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
+export const DataTableActionButton = ({ row, team }: DataTableActionButtonProps) => {
   const { data: session } = useSession();
   const { toast } = useToast();
 
@@ -37,6 +40,10 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
   const isPending = row.status === DocumentStatus.PENDING;
   const isComplete = row.status === DocumentStatus.COMPLETED;
   const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
+  const role = recipient?.role;
+  const isCurrentTeamDocument = team && row.team?.url === team.url;
+
+  const documentsPath = formatDocumentsPath(team?.url);
 
   const onDownloadClick = async () => {
     try {
@@ -45,6 +52,7 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
       if (!recipient) {
         document = await trpcClient.document.getDocumentById.query({
           id: row.id,
+          teamId: team?.id,
         });
       } else {
         document = await trpcClient.document.getDocumentByToken.query({
@@ -68,6 +76,11 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
     }
   };
 
+  // TODO: Consider if want to keep this logic for hiding viewing for CC'ers
+  if (recipient?.role === RecipientRole.CC && isComplete === false) {
+    return null;
+  }
+
   return match({
     isOwner,
     isRecipient,
@@ -75,27 +88,48 @@ export const DataTableActionButton = ({ row }: DataTableActionButtonProps) => {
     isPending,
     isComplete,
     isSigned,
+    isCurrentTeamDocument,
   })
-    .with({ isOwner: true, isDraft: true }, () => (
-      <Button className="w-32" asChild>
-        <Link href={`/documents/${row.id}`}>
-          <Edit className="-ml-1 mr-2 h-4 w-4" />
-          Edit
-        </Link>
-      </Button>
-    ))
+    .with(
+      isOwner ? { isDraft: true, isOwner: true } : { isDraft: true, isCurrentTeamDocument: true },
+      () => (
+        <Button className="w-32" asChild>
+          <Link href={`${documentsPath}/${row.id}/edit`}>
+            <Edit className="-ml-1 mr-2 h-4 w-4" />
+            Edit
+          </Link>
+        </Button>
+      ),
+    )
     .with({ isRecipient: true, isPending: true, isSigned: false }, () => (
       <Button className="w-32" asChild>
         <Link href={`/sign/${recipient?.token}`}>
-          <Pencil className="-ml-1 mr-2 h-4 w-4" />
-          Sign
+          {match(role)
+            .with(RecipientRole.SIGNER, () => (
+              <>
+                <Pencil className="-ml-1 mr-2 h-4 w-4" />
+                Sign
+              </>
+            ))
+            .with(RecipientRole.APPROVER, () => (
+              <>
+                <CheckCircle className="-ml-1 mr-2 h-4 w-4" />
+                Approve
+              </>
+            ))
+            .otherwise(() => (
+              <>
+                <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+                View
+              </>
+            ))}
         </Link>
       </Button>
     ))
     .with({ isPending: true, isSigned: true }, () => (
       <Button className="w-32" disabled={true}>
-        <Pencil className="-ml-1 mr-2 inline h-4 w-4" />
-        Sign
+        <EyeIcon className="-ml-1 mr-2 h-4 w-4" />
+        View
       </Button>
     ))
     .with({ isComplete: true }, () => (

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

@@ -5,9 +5,11 @@ import { useState } from 'react';
 import Link from 'next/link';
 
 import {
+  CheckCircle,
   Copy,
   Download,
   Edit,
+  EyeIcon,
   Loader,
   MoreHorizontal,
   Pencil,
@@ -18,8 +20,9 @@ import {
 import { useSession } from 'next-auth/react';
 
 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 { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import { DocumentStatus, RecipientRole } from '@documenso/prisma/client';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
 import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc as trpcClient } from '@documenso/trpc/client';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
@@ -40,10 +43,12 @@ export type DataTableActionDropdownProps = {
   row: Document & {
     User: Pick<User, 'id' | 'name' | 'email'>;
     Recipient: Recipient[];
+    team: Pick<Team, 'id' | 'url'> | null;
   };
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
+export const DataTableActionDropdown = ({ row, team }: DataTableActionDropdownProps) => {
   const { data: session } = useSession();
   const { toast } = useToast();
 
@@ -63,6 +68,9 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
   const isComplete = row.status === DocumentStatus.COMPLETED;
   // const isSigned = recipient?.signingStatus === SigningStatus.SIGNED;
   const isDocumentDeletable = isOwner;
+  const isCurrentTeamDocument = team && row.team?.url === team.url;
+
+  const documentsPath = formatDocumentsPath(team?.url);
 
   const onDownloadClick = async () => {
     try {
@@ -71,6 +79,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
       if (!recipient) {
         document = await trpcClient.document.getDocumentById.query({
           id: row.id,
+          teamId: team?.id,
         });
       } else {
         document = await trpcClient.document.getDocumentByToken.query({
@@ -105,15 +114,35 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
       <DropdownMenuContent className="w-52" align="start" forceMount>
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
-        <DropdownMenuItem disabled={!recipient || isComplete} asChild>
-          <Link href={`/sign/${recipient?.token}`}>
-            <Pencil className="mr-2 h-4 w-4" />
-            Sign
-          </Link>
-        </DropdownMenuItem>
+        {recipient && recipient?.role !== RecipientRole.CC && (
+          <DropdownMenuItem disabled={!recipient || isComplete} asChild>
+            <Link href={`/sign/${recipient?.token}`}>
+              {recipient?.role === RecipientRole.VIEWER && (
+                <>
+                  <EyeIcon className="mr-2 h-4 w-4" />
+                  View
+                </>
+              )}
 
-        <DropdownMenuItem disabled={!isOwner || isComplete} asChild>
-          <Link href={`/documents/${row.id}`}>
+              {recipient?.role === RecipientRole.SIGNER && (
+                <>
+                  <Pencil className="mr-2 h-4 w-4" />
+                  Sign
+                </>
+              )}
+
+              {recipient?.role === RecipientRole.APPROVER && (
+                <>
+                  <CheckCircle className="mr-2 h-4 w-4" />
+                  Approve
+                </>
+              )}
+            </Link>
+          </DropdownMenuItem>
+        )}
+
+        <DropdownMenuItem disabled={(!isOwner && !isCurrentTeamDocument) || isComplete} asChild>
+          <Link href={`${documentsPath}/${row.id}/edit`}>
             <Edit className="mr-2 h-4 w-4" />
             Edit
           </Link>
@@ -141,7 +170,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
 
         <DropdownMenuLabel>Share</DropdownMenuLabel>
 
-        <ResendDocumentActionItem document={row} recipients={nonSignedRecipients} />
+        <ResendDocumentActionItem document={row} recipients={nonSignedRecipients} team={team} />
 
         <DocumentShareButton
           documentId={row.id}
@@ -164,6 +193,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
           documentTitle={row.title}
           open={isDeleteDialogOpen}
           onOpenChange={setDeleteDialogOpen}
+          teamId={team?.id}
         />
       )}
       {isDuplicateDialogOpen && (
@@ -171,6 +201,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
           id={row.id}
           open={isDuplicateDialogOpen}
           onOpenChange={setDuplicateDialogOpen}
+          team={team}
         />
       )}
     </DropdownMenu>

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

@@ -0,0 +1,63 @@
+'use client';
+
+import { usePathname, useRouter, useSearchParams } from 'next/navigation';
+
+import { useIsMounted } from '@documenso/lib/client-only/hooks/use-is-mounted';
+import { parseToIntegerArray } from '@documenso/lib/utils/params';
+import { trpc } from '@documenso/trpc/react';
+import { MultiSelectCombobox } from '@documenso/ui/primitives/multi-select-combobox';
+
+type DataTableSenderFilterProps = {
+  teamId: number;
+};
+
+export const DataTableSenderFilter = ({ teamId }: DataTableSenderFilterProps) => {
+  const pathname = usePathname();
+  const searchParams = useSearchParams();
+  const router = useRouter();
+
+  const isMounted = useIsMounted();
+
+  const senderIds = parseToIntegerArray(searchParams?.get('senderIds') ?? '');
+
+  const { data, isInitialLoading } = trpc.team.getTeamMembers.useQuery({
+    teamId,
+  });
+
+  const comboBoxOptions = (data ?? []).map((member) => ({
+    label: member.user.name ?? member.user.email,
+    value: member.user.id,
+  }));
+
+  const onChange = (newSenderIds: number[]) => {
+    if (!pathname) {
+      return;
+    }
+
+    const params = new URLSearchParams(searchParams?.toString());
+
+    params.set('senderIds', newSenderIds.join(','));
+
+    if (newSenderIds.length === 0) {
+      params.delete('senderIds');
+    }
+
+    router.push(`${pathname}?${params.toString()}`, { scroll: false });
+  };
+
+  return (
+    <MultiSelectCombobox
+      emptySelectionPlaceholder={
+        <p className="text-muted-foreground font-normal">
+          <span className="text-muted-foreground/70">Sender:</span> All
+        </p>
+      }
+      enableClearAllButton={true}
+      inputPlaceholder="Search"
+      loading={!isMounted || isInitialLoading}
+      options={comboBoxOptions}
+      selectedValues={senderIds}
+      onChange={onChange}
+    />
+  );
+};

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

@@ -5,16 +5,19 @@ import Link from 'next/link';
 import { useSession } from 'next-auth/react';
 import { match } from 'ts-pattern';
 
-import { Document, Recipient, User } from '@documenso/prisma/client';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Document, Recipient, Team, User } from '@documenso/prisma/client';
 
 export type DataTableTitleProps = {
   row: Document & {
     User: Pick<User, 'id' | 'name' | 'email'>;
+    team: Pick<Team, 'url'> | null;
     Recipient: Recipient[];
   };
+  teamUrl?: string;
 };
 
-export const DataTableTitle = ({ row }: DataTableTitleProps) => {
+export const DataTableTitle = ({ row, teamUrl }: DataTableTitleProps) => {
   const { data: session } = useSession();
 
   if (!session) {
@@ -25,14 +28,18 @@ export const DataTableTitle = ({ row }: DataTableTitleProps) => {
 
   const isOwner = row.User.id === session.user.id;
   const isRecipient = !!recipient;
+  const isCurrentTeamDocument = teamUrl && row.team?.url === teamUrl;
+
+  const documentsPath = formatDocumentsPath(isCurrentTeamDocument ? teamUrl : undefined);
 
   return match({
     isOwner,
     isRecipient,
+    isCurrentTeamDocument,
   })
-    .with({ isOwner: true }, () => (
+    .with({ isOwner: true }, { isCurrentTeamDocument: true }, () => (
       <Link
-        href={`/documents/${row.id}`}
+        href={`${documentsPath}/${row.id}`}
         title={row.title}
         className="block max-w-[10rem] truncate font-medium hover:underline md:max-w-[20rem]"
       >

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

@@ -7,7 +7,7 @@ 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 type { Document, Recipient, Team, 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';
@@ -25,11 +25,18 @@ export type DocumentsDataTableProps = {
     Document & {
       Recipient: Recipient[];
       User: Pick<User, 'id' | 'name' | 'email'>;
+      team: Pick<Team, 'id' | 'url'> | null;
     }
   >;
+  showSenderColumn?: boolean;
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
-export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
+export const DocumentsDataTable = ({
+  results,
+  showSenderColumn,
+  team,
+}: DocumentsDataTableProps) => {
   const { data: session } = useSession();
   const [isPending, startTransition] = useTransition();
 
@@ -59,7 +66,12 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
           },
           {
             header: 'Title',
-            cell: ({ row }) => <DataTableTitle row={row.original} />,
+            cell: ({ row }) => <DataTableTitle row={row.original} teamUrl={team?.url} />,
+          },
+          {
+            id: 'sender',
+            header: 'Sender',
+            cell: ({ row }) => row.original.User.name ?? row.original.User.email,
           },
           {
             header: 'Recipient',
@@ -79,8 +91,8 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
               (!row.original.deletedAt ||
                 row.original.status === ExtendedDocumentStatus.COMPLETED) && (
                 <div className="flex items-center gap-x-4">
-                  <DataTableActionButton row={row.original} />
-                  <DataTableActionDropdown row={row.original} />
+                  <DataTableActionButton team={team} row={row.original} />
+                  <DataTableActionDropdown team={team} row={row.original} />
                 </div>
               ),
           },
@@ -90,6 +102,9 @@ export const DocumentsDataTable = ({ results }: DocumentsDataTableProps) => {
         currentPage={results.currentPage}
         totalPages={results.totalPages}
         onPaginationChange={onPaginationChange}
+        columnVisibility={{
+          sender: Boolean(showSenderColumn),
+        }}
       >
         {(table) => <DataTablePagination additionalInformation="VisibleCount" table={table} />}
       </DataTable>

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

@@ -16,12 +16,13 @@ import {
 import { Input } from '@documenso/ui/primitives/input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-type DeleteDraftDocumentDialogProps = {
+type DeleteDocumentDialogProps = {
   id: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
   status: DocumentStatus;
   documentTitle: string;
+  teamId?: number;
 };
 
 export const DeleteDocumentDialog = ({
@@ -30,7 +31,8 @@ export const DeleteDocumentDialog = ({
   onOpenChange,
   status,
   documentTitle,
-}: DeleteDraftDocumentDialogProps) => {
+  teamId,
+}: DeleteDocumentDialogProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
@@ -61,7 +63,7 @@ export const DeleteDocumentDialog = ({
 
   const onDelete = async () => {
     try {
-      await deleteDocument({ id, status });
+      await deleteDocument({ id, teamId });
     } catch {
       toast({
         title: 'Something went wrong',

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

@@ -0,0 +1,155 @@
+import Link from 'next/link';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { findDocuments } from '@documenso/lib/server-only/document/find-documents';
+import type { PeriodSelectorValue } from '@documenso/lib/server-only/document/find-documents';
+import type { GetStatsInput } from '@documenso/lib/server-only/document/get-stats';
+import { getStats } from '@documenso/lib/server-only/document/get-stats';
+import { parseToIntegerArray } from '@documenso/lib/utils/params';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Team, TeamEmail } from '@documenso/prisma/client';
+import { isExtendedDocumentStatus } from '@documenso/prisma/guards/is-extended-document-status';
+import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
+import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
+import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
+
+import { PeriodSelector } from '~/components/(dashboard)/period-selector/period-selector';
+import { isPeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
+import { DocumentStatus } from '~/components/formatter/document-status';
+
+import { DocumentsDataTable } from './data-table';
+import { DataTableSenderFilter } from './data-table-sender-filter';
+import { EmptyDocumentState } from './empty-state';
+import { UploadDocument } from './upload-document';
+
+export type DocumentsPageViewProps = {
+  searchParams?: {
+    status?: ExtendedDocumentStatus;
+    period?: PeriodSelectorValue;
+    page?: string;
+    perPage?: string;
+    senderIds?: string;
+  };
+  team?: Team & { teamEmail?: TeamEmail | null };
+};
+
+export const DocumentsPageView = async ({ searchParams = {}, team }: DocumentsPageViewProps) => {
+  const { user } = await getRequiredServerComponentSession();
+
+  const status = isExtendedDocumentStatus(searchParams.status) ? searchParams.status : 'ALL';
+  const period = isPeriodSelectorValue(searchParams.period) ? searchParams.period : '';
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 20;
+  const senderIds = parseToIntegerArray(searchParams.senderIds ?? '');
+  const currentTeam = team ? { id: team.id, url: team.url } : undefined;
+
+  const getStatOptions: GetStatsInput = {
+    user,
+    period,
+  };
+
+  if (team) {
+    getStatOptions.team = {
+      teamId: team.id,
+      teamEmail: team.teamEmail?.email,
+      senderIds,
+    };
+  }
+
+  const stats = await getStats(getStatOptions);
+
+  const results = await findDocuments({
+    userId: user.id,
+    teamId: team?.id,
+    status,
+    orderBy: {
+      column: 'createdAt',
+      direction: 'desc',
+    },
+    page,
+    perPage,
+    period,
+    senderIds,
+  });
+
+  const getTabHref = (value: typeof status) => {
+    const params = new URLSearchParams(searchParams);
+
+    params.set('status', value);
+
+    if (params.has('page')) {
+      params.delete('page');
+    }
+
+    return `${formatDocumentsPath(team?.url)}?${params.toString()}`;
+  };
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
+      <UploadDocument team={currentTeam} />
+
+      <div className="mt-12 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
+        <div className="flex flex-row items-center">
+          {team && (
+            <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+              <AvatarFallback className="text-xs text-gray-400">
+                {team.name.slice(0, 1)}
+              </AvatarFallback>
+            </Avatar>
+          )}
+
+          <h1 className="text-4xl font-semibold">Documents</h1>
+        </div>
+
+        <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
+          <Tabs value={status} className="overflow-x-auto">
+            <TabsList>
+              {[
+                ExtendedDocumentStatus.INBOX,
+                ExtendedDocumentStatus.PENDING,
+                ExtendedDocumentStatus.COMPLETED,
+                ExtendedDocumentStatus.DRAFT,
+                ExtendedDocumentStatus.ALL,
+              ].map((value) => (
+                <TabsTrigger
+                  key={value}
+                  className="hover:text-foreground min-w-[60px]"
+                  value={value}
+                  asChild
+                >
+                  <Link href={getTabHref(value)} scroll={false}>
+                    <DocumentStatus status={value} />
+
+                    {value !== ExtendedDocumentStatus.ALL && (
+                      <span className="ml-1 inline-block opacity-50">
+                        {Math.min(stats[value], 99)}
+                        {stats[value] > 99 && '+'}
+                      </span>
+                    )}
+                  </Link>
+                </TabsTrigger>
+              ))}
+            </TabsList>
+          </Tabs>
+
+          {team && <DataTableSenderFilter teamId={team.id} />}
+
+          <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
+            <PeriodSelector />
+          </div>
+        </div>
+      </div>
+
+      <div className="mt-8">
+        {results.count > 0 && (
+          <DocumentsDataTable
+            results={results}
+            showSenderColumn={team !== undefined}
+            team={currentTeam}
+          />
+        )}
+        {results.count === 0 && <EmptyDocumentState status={status} />}
+      </div>
+    </div>
+  );
+};

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

@@ -1,5 +1,7 @@
 import { useRouter } from 'next/navigation';
 
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
@@ -16,18 +18,21 @@ type DuplicateDocumentDialogProps = {
   id: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
+  team?: Pick<Team, 'id' | 'url'>;
 };
 
 export const DuplicateDocumentDialog = ({
   id,
   open,
   onOpenChange,
+  team,
 }: DuplicateDocumentDialogProps) => {
   const router = useRouter();
   const { toast } = useToast();
 
   const { data: document, isLoading } = trpcReact.document.getDocumentById.useQuery({
     id,
+    teamId: team?.id,
   });
 
   const documentData = document?.documentData
@@ -37,10 +42,12 @@ export const DuplicateDocumentDialog = ({
       }
     : undefined;
 
+  const documentsPath = formatDocumentsPath(team?.url);
+
   const { mutateAsync: duplicateDocument, isLoading: isDuplicateLoading } =
     trpcReact.document.duplicateDocument.useMutation({
       onSuccess: (newId) => {
-        router.push(`/documents/${newId}`);
+        router.push(`${documentsPath}/${newId}/edit`);
 
         toast({
           title: 'Document Duplicated',
@@ -54,7 +61,7 @@ export const DuplicateDocumentDialog = ({
 
   const onDuplicate = async () => {
     try {
-      await duplicateDocument({ id });
+      await duplicateDocument({ id, teamId: team?.id });
     } catch {
       toast({
         title: 'Something went wrong',

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

@@ -1,114 +1,16 @@
-import Link from 'next/link';
+import type { Metadata } from 'next';
 
-import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { findDocuments } from '@documenso/lib/server-only/document/find-documents';
-import { getStats } from '@documenso/lib/server-only/document/get-stats';
-import { isExtendedDocumentStatus } from '@documenso/prisma/guards/is-extended-document-status';
-import { ExtendedDocumentStatus } from '@documenso/prisma/types/extended-document-status';
-import { Tabs, TabsList, TabsTrigger } from '@documenso/ui/primitives/tabs';
-
-import { PeriodSelector } from '~/components/(dashboard)/period-selector/period-selector';
-import type { PeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
-import { isPeriodSelectorValue } from '~/components/(dashboard)/period-selector/types';
-import { DocumentStatus } from '~/components/formatter/document-status';
-
-import { DocumentsDataTable } from './data-table';
-import { EmptyDocumentState } from './empty-state';
-import { UploadDocument } from './upload-document';
+import type { DocumentsPageViewProps } from './documents-page-view';
+import { DocumentsPageView } from './documents-page-view';
 
 export type DocumentsPageProps = {
-  searchParams?: {
-    status?: ExtendedDocumentStatus;
-    period?: PeriodSelectorValue;
-    page?: string;
-    perPage?: string;
-  };
+  searchParams?: DocumentsPageViewProps['searchParams'];
 };
 
-export default async function DocumentsPage({ searchParams = {} }: DocumentsPageProps) {
-  const { user } = await getRequiredServerComponentSession();
+export const metadata: Metadata = {
+  title: 'Documents',
+};
 
-  const stats = await getStats({
-    user,
-  });
-
-  const status = isExtendedDocumentStatus(searchParams.status) ? searchParams.status : 'ALL';
-  const period = isPeriodSelectorValue(searchParams.period) ? searchParams.period : '';
-  const page = Number(searchParams.page) || 1;
-  const perPage = Number(searchParams.perPage) || 20;
-
-  const results = await findDocuments({
-    userId: user.id,
-    status,
-    orderBy: {
-      column: 'createdAt',
-      direction: 'desc',
-    },
-    page,
-    perPage,
-    period,
-  });
-
-  const getTabHref = (value: typeof status) => {
-    const params = new URLSearchParams(searchParams);
-
-    params.set('status', value);
-
-    if (params.has('page')) {
-      params.delete('page');
-    }
-
-    return `/documents?${params.toString()}`;
-  };
-
-  return (
-    <div className="mx-auto w-full max-w-screen-xl px-4 md:px-8">
-      <UploadDocument />
-
-      <div className="mt-12 flex flex-wrap items-center justify-between gap-x-4 gap-y-8">
-        <h1 className="text-4xl font-semibold">Documents</h1>
-
-        <div className="-m-1 flex flex-wrap gap-x-4 gap-y-6 overflow-hidden p-1">
-          <Tabs defaultValue={status} className="overflow-x-auto">
-            <TabsList>
-              {[
-                ExtendedDocumentStatus.INBOX,
-                ExtendedDocumentStatus.PENDING,
-                ExtendedDocumentStatus.COMPLETED,
-                ExtendedDocumentStatus.DRAFT,
-                ExtendedDocumentStatus.ALL,
-              ].map((value) => (
-                <TabsTrigger
-                  key={value}
-                  className="hover:text-foreground min-w-[60px]"
-                  value={value}
-                  asChild
-                >
-                  <Link href={getTabHref(value)} scroll={false}>
-                    <DocumentStatus status={value} />
-
-                    {value !== ExtendedDocumentStatus.ALL && (
-                      <span className="ml-1 inline-block opacity-50">
-                        {Math.min(stats[value], 99)}
-                        {stats[value] > 99 && '+'}
-                      </span>
-                    )}
-                  </Link>
-                </TabsTrigger>
-              ))}
-            </TabsList>
-          </Tabs>
-
-          <div className="flex w-48 flex-wrap items-center justify-between gap-x-2 gap-y-4">
-            <PeriodSelector />
-          </div>
-        </div>
-      </div>
-
-      <div className="mt-8">
-        {results.count > 0 && <DocumentsDataTable results={results} />}
-        {results.count === 0 && <EmptyDocumentState status={status} />}
-      </div>
-    </div>
-  );
+export default function DocumentsPage({ searchParams = {} }: DocumentsPageProps) {
+  return <DocumentsPageView searchParams={searchParams} />;
 }

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

@@ -10,8 +10,10 @@ 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 { APP_DOCUMENT_UPLOAD_SIZE_LIMIT } from '@documenso/lib/constants/app';
 import { createDocumentData } from '@documenso/lib/server-only/document-data/create-document-data';
 import { putFile } from '@documenso/lib/universal/upload/put-file';
+import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import { TRPCClientError } from '@documenso/trpc/client';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
@@ -20,9 +22,13 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type UploadDocumentProps = {
   className?: string;
+  team?: {
+    id: number;
+    url: string;
+  };
 };
 
-export const UploadDocument = ({ className }: UploadDocumentProps) => {
+export const UploadDocument = ({ className, team }: UploadDocumentProps) => {
   const router = useRouter();
   const analytics = useAnalytics();
 
@@ -38,13 +44,15 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
 
   const disabledMessage = useMemo(() => {
     if (remaining.documents === 0) {
-      return 'You have reached your document limit.';
+      return team
+        ? 'Document upload disabled due to unpaid invoices'
+        : 'You have reached your document limit.';
     }
 
     if (!session?.user.emailVerified) {
       return 'Verify your email to upload documents.';
     }
-  }, [remaining.documents, session?.user.emailVerified]);
+  }, [remaining.documents, session?.user.emailVerified, team]);
 
   const onFileDrop = async (file: File) => {
     try {
@@ -60,6 +68,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
       const { id } = await createDocument({
         title: file.name,
         documentDataId,
+        teamId: team?.id,
       });
 
       toast({
@@ -74,7 +83,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
         timestamp: new Date().toISOString(),
       });
 
-      router.push(`/documents/${id}`);
+      router.push(`${formatDocumentsPath(team?.url)}/${id}/edit`);
     } catch (error) {
       console.error(error);
 
@@ -96,21 +105,33 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
     }
   };
 
+  const onFileDropRejected = () => {
+    toast({
+      title: 'Your document failed to upload.',
+      description: `File cannot be larger than ${APP_DOCUMENT_UPLOAD_SIZE_LIMIT}MB`,
+      duration: 5000,
+      variant: 'destructive',
+    });
+  };
+
   return (
     <div className={cn('relative', className)}>
       <DocumentDropzone
-        className="min-h-[40vh]"
+        className="h-[min(400px,50vh)]"
         disabled={remaining.documents === 0 || !session?.user.emailVerified}
         disabledMessage={disabledMessage}
         onDrop={onFileDrop}
+        onDropRejected={onFileDropRejected}
       />
 
       <div className="absolute -bottom-6 right-0">
-        {remaining.documents > 0 && Number.isFinite(remaining.documents) && (
-          <p className="text-muted-foreground/60 text-xs">
-            {remaining.documents} of {quota.documents} documents remaining this month.
-          </p>
-        )}
+        {team?.id === undefined &&
+          remaining.documents > 0 &&
+          Number.isFinite(remaining.documents) && (
+            <p className="text-muted-foreground/60 text-xs">
+              {remaining.documents} of {quota.documents} documents remaining this month.
+            </p>
+          )}
       </div>
 
       {isLoading && (
@@ -119,7 +140,7 @@ export const UploadDocument = ({ className }: UploadDocumentProps) => {
         </div>
       )}
 
-      {remaining.documents === 0 && (
+      {team?.id === undefined && remaining.documents === 0 && (
         <div className="bg-background/60 absolute inset-0 flex items-center justify-center rounded-lg backdrop-blur-sm">
           <div className="text-center">
             <h2 className="text-muted-foreground/80 text-xl font-semibold">

apps/web/src/app/(dashboard)/layout.tsx

@@ -7,7 +7,9 @@ import { getServerSession } from 'next-auth';
 import { LimitsProvider } from '@documenso/ee/server-only/limits/provider/server';
 import { NEXT_AUTH_OPTIONS } from '@documenso/lib/next-auth/auth-options';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getTeams } from '@documenso/lib/server-only/team/get-teams';
 
+import { Banner } from '~/components/(dashboard)/layout/banner';
 import { Header } from '~/components/(dashboard)/layout/header';
 import { VerifyEmailBanner } from '~/components/(dashboard)/layout/verify-email-banner';
 import { RefreshOnFocus } from '~/components/(dashboard)/refresh-on-focus/refresh-on-focus';
@@ -26,13 +28,19 @@ export default async function AuthenticatedDashboardLayout({
     redirect('/signin');
   }
 
-  const { user } = await getRequiredServerComponentSession();
+  const [{ user }, teams] = await Promise.all([
+    getRequiredServerComponentSession(),
+    getTeams({ userId: session.user.id }),
+  ]);
 
   return (
     <NextAuthProvider session={session}>
       <LimitsProvider>
         {!user.emailVerified && <VerifyEmailBanner email={user.email} />}
-        <Header user={user} />
+
+        <Banner />
+
+        <Header user={user} teams={teams} />
 
         <main className="mt-8 pb-8 md:mt-12 md:pb-12">{children}</main>
 

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

@@ -7,7 +7,11 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { createBillingPortal } from './create-billing-portal.action';
 
-export const BillingPortalButton = () => {
+export type BillingPortalButtonProps = {
+  buttonProps?: React.ComponentProps<typeof Button>;
+};
+
+export const BillingPortalButton = ({ buttonProps }: BillingPortalButtonProps) => {
   const { toast } = useToast();
 
   const [isFetchingPortalUrl, setIsFetchingPortalUrl] = useState(false);
@@ -48,7 +52,11 @@ export const BillingPortalButton = () => {
   };
 
   return (
-    <Button onClick={async () => handleFetchPortalUrl()} loading={isFetchingPortalUrl}>
+    <Button
+      {...buttonProps}
+      onClick={async () => handleFetchPortalUrl()}
+      loading={isFetchingPortalUrl}
+    >
       Manage Subscription
     </Button>
   );

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

@@ -2,6 +2,7 @@
 
 import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 
 export const createBillingPortal = async () => {
@@ -11,6 +12,6 @@ export const createBillingPortal = async () => {
 
   return getPortalSession({
     customerId: stripeCustomer.id,
-    returnUrl: `${process.env.NEXT_PUBLIC_WEBAPP_URL}/settings/billing`,
+    returnUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/settings/billing`,
   });
 };

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

@@ -3,6 +3,7 @@
 import { getCheckoutSession } from '@documenso/ee/server-only/stripe/get-checkout-session';
 import { getStripeCustomerByUser } from '@documenso/ee/server-only/stripe/get-customer';
 import { getPortalSession } from '@documenso/ee/server-only/stripe/get-portal-session';
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getSubscriptionsByUserId } from '@documenso/lib/server-only/subscription/get-subscriptions-by-user-id';
 
@@ -27,13 +28,13 @@ export const createCheckout = async ({ priceId }: CreateCheckoutOptions) => {
   if (foundSubscription) {
     return getPortalSession({
       customerId: stripeCustomer.id,
-      returnUrl: `${process.env.NEXT_PUBLIC_WEBAPP_URL}/settings/billing`,
+      returnUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/settings/billing`,
     });
   }
 
   return getCheckoutSession({
     customerId: stripeCustomer.id,
     priceId,
-    returnUrl: `${process.env.NEXT_PUBLIC_WEBAPP_URL}/settings/billing`,
+    returnUrl: `${NEXT_PUBLIC_WEBAPP_URL()}/settings/billing`,
   });
 };

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

@@ -1,11 +1,13 @@
+import type { Metadata } from 'next';
 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 { getPrimaryAccountPlanPrices } from '@documenso/ee/server-only/stripe/get-primary-account-plan-prices';
 import { getProductByPriceId } from '@documenso/ee/server-only/stripe/get-product-by-price-id';
+import { STRIPE_PLAN_TYPE } from '@documenso/lib/constants/billing';
 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';
@@ -17,6 +19,10 @@ import { LocaleDate } from '~/components/formatter/locale-date';
 import { BillingPlans } from './billing-plans';
 import { BillingPortalButton } from './billing-portal-button';
 
+export const metadata: Metadata = {
+  title: 'Billing',
+};
+
 export default async function BillingSettingsPage() {
   let { user } = await getRequiredServerComponentSession();
 
@@ -31,23 +37,23 @@ export default async function BillingSettingsPage() {
     user = await getStripeCustomerByUser(user).then((result) => result.user);
   }
 
-  const [subscriptions, prices, individualPrices] = await Promise.all([
+  const [subscriptions, prices, primaryAccountPlanPrices] = await Promise.all([
     getSubscriptionsByUserId({ userId: user.id }),
-    getPricesByInterval({ type: 'individual' }),
-    getPricesByType('individual'),
+    getPricesByInterval({ plan: STRIPE_PLAN_TYPE.COMMUNITY }),
+    getPrimaryAccountPlanPrices(),
   ]);
 
-  const individualPriceIds = individualPrices.map(({ id }) => id);
+  const primaryAccountPlanPriceIds = primaryAccountPlanPrices.map(({ id }) => id);
 
   let subscriptionProduct: Stripe.Product | null = null;
 
-  const individualUserSubscriptions = subscriptions.filter(({ priceId }) =>
-    individualPriceIds.includes(priceId),
+  const primaryAccountPlanSubscriptions = subscriptions.filter(({ priceId }) =>
+    primaryAccountPlanPriceIds.includes(priceId),
   );
 
   const subscription =
-    individualUserSubscriptions.find(({ status }) => status === SubscriptionStatus.ACTIVE) ??
-    individualUserSubscriptions[0];
+    primaryAccountPlanSubscriptions.find(({ status }) => status === SubscriptionStatus.ACTIVE) ??
+    primaryAccountPlanSubscriptions[0];
 
   if (subscription?.priceId) {
     subscriptionProduct = await getProductByPriceId({ priceId: subscription.priceId }).catch(

apps/web/src/app/(dashboard)/settings/profile/delete-account-dialog.tsx

@@ -0,0 +1,124 @@
+'use client';
+
+import { signOut } from 'next-auth/react';
+
+import type { User } from '@documenso/prisma/client';
+import { TRPCClientError } from '@documenso/trpc/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type DeleteAccountDialogProps = {
+  className?: string;
+  user: User;
+};
+
+export const DeleteAccountDialog = ({ className, user }: DeleteAccountDialogProps) => {
+  const { toast } = useToast();
+
+  const hasTwoFactorAuthentication = user.twoFactorEnabled;
+
+  const { mutateAsync: deleteAccount, isLoading: isDeletingAccount } =
+    trpc.profile.deleteAccount.useMutation();
+
+  const onDeleteAccount = async () => {
+    try {
+      await deleteAccount();
+
+      toast({
+        title: 'Account deleted',
+        description: 'Your account has been deleted successfully.',
+        duration: 5000,
+      });
+
+      return await signOut({ callbackUrl: '/' });
+    } catch (err) {
+      if (err instanceof TRPCClientError && err.data?.code === 'BAD_REQUEST') {
+        toast({
+          title: 'An error occurred',
+          description: err.message,
+          variant: 'destructive',
+        });
+      } else {
+        toast({
+          title: 'An unknown error occurred',
+          variant: 'destructive',
+          description:
+            err.message ??
+            'We encountered an unknown error while attempting to delete your account. Please try again later.',
+        });
+      }
+    }
+  };
+
+  return (
+    <div className={className}>
+      <Alert
+        className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row "
+        variant="neutral"
+      >
+        <div>
+          <AlertTitle>Delete Account</AlertTitle>
+          <AlertDescription className="mr-2">
+            Delete your account and all its contents, including completed documents. This action is
+            irreversible and will cancel your subscription, so proceed with caution.
+          </AlertDescription>
+        </div>
+
+        <div className="flex-shrink-0">
+          <Dialog>
+            <DialogTrigger asChild>
+              <Button variant="destructive">Delete Account</Button>
+            </DialogTrigger>
+            <DialogContent>
+              <DialogHeader className="space-y-4">
+                <DialogTitle>Delete Account</DialogTitle>
+
+                <Alert variant="destructive">
+                  <AlertDescription className="selection:bg-red-100">
+                    This action is not reversible. Please be certain.
+                  </AlertDescription>
+                </Alert>
+
+                {hasTwoFactorAuthentication && (
+                  <Alert variant="destructive">
+                    <AlertDescription className="selection:bg-red-100">
+                      Disable Two Factor Authentication before deleting your account.
+                    </AlertDescription>
+                  </Alert>
+                )}
+
+                <DialogDescription>
+                  Documenso will delete <span className="font-semibold">all of your documents</span>
+                  , along with all of your completed documents, signatures, and all other resources
+                  belonging to your Account.
+                </DialogDescription>
+              </DialogHeader>
+
+              <DialogFooter>
+                <Button
+                  onClick={onDeleteAccount}
+                  loading={isDeletingAccount}
+                  variant="destructive"
+                  disabled={hasTwoFactorAuthentication}
+                >
+                  {isDeletingAccount ? 'Deleting account...' : 'Delete Account'}
+                </Button>
+              </DialogFooter>
+            </DialogContent>
+          </Dialog>
+        </div>
+      </Alert>
+    </div>
+  );
+};

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

@@ -1,19 +1,26 @@
+import type { Metadata } from 'next';
+
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
 import { ProfileForm } from '~/components/forms/profile';
 
+import { DeleteAccountDialog } from './delete-account-dialog';
+
+export const metadata: Metadata = {
+  title: 'Profile',
+};
+
 export default async function ProfileSettingsPage() {
   const { user } = await getRequiredServerComponentSession();
 
   return (
     <div>
-      <h3 className="text-2xl font-semibold">Profile</h3>
+      <SettingsHeader title="Profile" subtitle="Here you can edit your personal details." />
 
-      <p className="text-muted-foreground mt-2 text-sm">Here you can edit your personal details.</p>
+      <ProfileForm className="max-w-xl" user={user} />
 
-      <hr className="my-4" />
-
-      <ProfileForm user={user} className="max-w-xl" />
+      <DeleteAccountDialog className="mt-8 max-w-xl" user={user} />
     </div>
   );
 }

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

@@ -0,0 +1,23 @@
+import type { Metadata } from 'next';
+
+import { UserSecurityActivityDataTable } from './user-security-activity-data-table';
+
+export const metadata: Metadata = {
+  title: 'Security activity',
+};
+
+export default function SettingsSecurityActivityPage() {
+  return (
+    <div>
+      <h3 className="text-2xl font-semibold">Security activity</h3>
+
+      <p className="text-muted-foreground mt-2 text-sm">
+        View all recent security activity related to your account.
+      </p>
+
+      <hr className="my-4" />
+
+      <UserSecurityActivityDataTable />
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/settings/security/activity/user-security-activity-data-table.tsx

@@ -0,0 +1,156 @@
+'use client';
+
+import { usePathname, useRouter, useSearchParams } from 'next/navigation';
+
+import type { DateTimeFormatOptions } from 'luxon';
+import { DateTime } from 'luxon';
+import { UAParser } from 'ua-parser-js';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+import { USER_SECURITY_AUDIT_LOG_MAP } from '@documenso/lib/constants/auth';
+import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { trpc } from '@documenso/trpc/react';
+import { DataTable } from '@documenso/ui/primitives/data-table';
+import { DataTablePagination } from '@documenso/ui/primitives/data-table-pagination';
+import { Skeleton } from '@documenso/ui/primitives/skeleton';
+import { TableCell } from '@documenso/ui/primitives/table';
+
+import { LocaleDate } from '~/components/formatter/locale-date';
+
+const dateFormat: DateTimeFormatOptions = {
+  ...DateTime.DATETIME_SHORT,
+  hourCycle: 'h12',
+};
+
+export const UserSecurityActivityDataTable = () => {
+  const parser = new UAParser();
+
+  const pathname = usePathname();
+  const router = useRouter();
+  const searchParams = useSearchParams();
+  const updateSearchParams = useUpdateSearchParams();
+
+  const parsedSearchParams = ZBaseTableSearchParamsSchema.parse(
+    Object.fromEntries(searchParams ?? []),
+  );
+
+  const { data, isLoading, isInitialLoading, isLoadingError } =
+    trpc.profile.findUserSecurityAuditLogs.useQuery(
+      {
+        page: parsedSearchParams.page,
+        perPage: parsedSearchParams.perPage,
+      },
+      {
+        keepPreviousData: true,
+      },
+    );
+
+  const onPaginationChange = (page: number, perPage: number) => {
+    updateSearchParams({
+      page,
+      perPage,
+    });
+  };
+
+  const results = data ?? {
+    data: [],
+    perPage: 10,
+    currentPage: 1,
+    totalPages: 1,
+  };
+
+  return (
+    <DataTable
+      columns={[
+        {
+          header: 'Date',
+          accessorKey: 'createdAt',
+          cell: ({ row }) => <LocaleDate format={dateFormat} date={row.original.createdAt} />,
+        },
+        {
+          header: 'Device',
+          cell: ({ row }) => {
+            if (!row.original.userAgent) {
+              return 'N/A';
+            }
+
+            parser.setUA(row.original.userAgent);
+
+            const result = parser.getResult();
+
+            let output = result.os.name;
+
+            if (!output) {
+              return 'N/A';
+            }
+
+            if (result.os.version) {
+              output += ` (${result.os.version})`;
+            }
+
+            return output;
+          },
+        },
+        {
+          header: 'Browser',
+          cell: ({ row }) => {
+            if (!row.original.userAgent) {
+              return 'N/A';
+            }
+
+            parser.setUA(row.original.userAgent);
+
+            const result = parser.getResult();
+
+            return result.browser.name ?? 'N/A';
+          },
+        },
+        {
+          header: 'IP Address',
+          accessorKey: 'ipAddress',
+          cell: ({ row }) => row.original.ipAddress ?? 'N/A',
+        },
+        {
+          header: 'Action',
+          accessorKey: 'type',
+          cell: ({ row }) => USER_SECURITY_AUDIT_LOG_MAP[row.original.type],
+        },
+      ]}
+      data={results.data}
+      perPage={results.perPage}
+      currentPage={results.currentPage}
+      totalPages={results.totalPages}
+      onPaginationChange={onPaginationChange}
+      hasFilters={parsedSearchParams.page !== undefined || parsedSearchParams.perPage !== undefined}
+      onClearFilters={() => router.push(pathname ?? '/')}
+      error={{
+        enable: isLoadingError,
+      }}
+      skeleton={{
+        enable: isLoading && isInitialLoading,
+        rows: 3,
+        component: (
+          <>
+            <TableCell>
+              <Skeleton className="h-4 w-20 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+            <TableCell>
+              <Skeleton className="h-4 w-12 rounded-full" />
+            </TableCell>
+          </>
+        ),
+      }}
+    >
+      {(table) => <DataTablePagination table={table} />}
+    </DataTable>
+  );
+};

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

@@ -1,46 +1,100 @@
-import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { Metadata } from 'next';
+import Link from 'next/link';
 
+import { IDENTITY_PROVIDER_NAME } from '@documenso/lib/constants/auth';
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
 import { AuthenticatorApp } from '~/components/forms/2fa/authenticator-app';
 import { RecoveryCodes } from '~/components/forms/2fa/recovery-codes';
 import { PasswordForm } from '~/components/forms/password';
 
+export const metadata: Metadata = {
+  title: 'Security',
+};
+
 export default async function SecuritySettingsPage() {
   const { user } = await getRequiredServerComponentSession();
 
   return (
     <div>
-      <h3 className="text-2xl font-semibold">Security</h3>
+      <SettingsHeader
+        title="Security"
+        subtitle="Here you can manage your password and security settings."
+      />
 
-      <p className="text-muted-foreground mt-2 text-sm">
-        Here you can manage your password and security settings.
-      </p>
+      {user.identityProvider === 'DOCUMENSO' ? (
+        <div>
+          <PasswordForm user={user} />
 
-      <hr className="my-4" />
+          <hr className="border-border/50 mt-6" />
 
-      <PasswordForm user={user} className="max-w-xl" />
+          <Alert
+            className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+            variant="neutral"
+          >
+            <div className="mb-4 sm:mb-0">
+              <AlertTitle>Two factor authentication</AlertTitle>
 
-      <hr className="mb-4 mt-8" />
+              <AlertDescription className="mr-4">
+                Create one-time passwords that serve as a secondary authentication method for
+                confirming your identity when requested during the sign-in process.
+              </AlertDescription>
+            </div>
 
-      <h4 className="text-lg font-medium">Two Factor Authentication</h4>
+            <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
+          </Alert>
 
-      <p className="text-muted-foreground mt-2 text-sm">
-        Add and manage your two factor security settings to add an extra layer of security to your
-        account!
-      </p>
+          {user.twoFactorEnabled && (
+            <Alert
+              className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+              variant="neutral"
+            >
+              <div className="mb-4 sm:mb-0">
+                <AlertTitle>Recovery codes</AlertTitle>
 
-      <div className="mt-4 max-w-xl">
-        <h5 className="font-medium">Two-factor methods</h5>
+                <AlertDescription className="mr-4">
+                  Two factor authentication recovery codes are used to access your account in the
+                  event that you lose access to your authenticator app.
+                </AlertDescription>
+              </div>
 
-        <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
-      </div>
-
-      {user.twoFactorEnabled && (
-        <div className="mt-4 max-w-xl">
-          <h5 className="font-medium">Recovery methods</h5>
-
-          <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+              <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+            </Alert>
+          )}
         </div>
+      ) : (
+        <Alert className="p-6" variant="neutral">
+          <AlertTitle>
+            Your account is managed by {IDENTITY_PROVIDER_NAME[user.identityProvider]}
+          </AlertTitle>
+
+          <AlertDescription>
+            To update your password, enable two-factor authentication, and manage other security
+            settings, please go to your {IDENTITY_PROVIDER_NAME[user.identityProvider]} account
+            settings.
+          </AlertDescription>
+        </Alert>
       )}
+
+      <Alert
+        className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
+        variant="neutral"
+      >
+        <div className="mb-4 mr-4 sm:mb-0">
+          <AlertTitle>Recent activity</AlertTitle>
+
+          <AlertDescription className="mr-2">
+            View all recent security activity related to your account.
+          </AlertDescription>
+        </div>
+
+        <Button asChild>
+          <Link href="/settings/security/activity">View activity</Link>
+        </Button>
+      </Alert>
     </div>
   );
 }

apps/web/src/app/(dashboard)/settings/teams/accept-team-invitation-button.tsx

@@ -0,0 +1,45 @@
+'use client';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type AcceptTeamInvitationButtonProps = {
+  teamId: number;
+};
+
+export const AcceptTeamInvitationButton = ({ teamId }: AcceptTeamInvitationButtonProps) => {
+  const { toast } = useToast();
+
+  const {
+    mutateAsync: acceptTeamInvitation,
+    isLoading,
+    isSuccess,
+  } = trpc.team.acceptTeamInvitation.useMutation({
+    onSuccess: () => {
+      toast({
+        title: 'Success',
+        description: 'Accepted team invitation',
+        duration: 5000,
+      });
+    },
+    onError: () => {
+      toast({
+        title: 'Something went wrong',
+        variant: 'destructive',
+        duration: 10000,
+        description: 'Unable to join this team at this time.',
+      });
+    },
+  });
+
+  return (
+    <Button
+      onClick={async () => acceptTeamInvitation({ teamId })}
+      loading={isLoading}
+      disabled={isLoading || isSuccess}
+    >
+      Accept
+    </Button>
+  );
+};

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

@@ -0,0 +1,39 @@
+'use client';
+
+import { AnimatePresence } from 'framer-motion';
+
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
+import { CreateTeamDialog } from '~/components/(teams)/dialogs/create-team-dialog';
+import { UserSettingsTeamsPageDataTable } from '~/components/(teams)/tables/user-settings-teams-page-data-table';
+
+import { TeamEmailUsage } from './team-email-usage';
+import { TeamInvitations } from './team-invitations';
+
+export default function TeamsSettingsPage() {
+  const { data: teamEmail } = trpc.team.getTeamEmailByEmail.useQuery();
+
+  return (
+    <div>
+      <SettingsHeader title="Teams" subtitle="Manage all teams you are currently associated with.">
+        <CreateTeamDialog />
+      </SettingsHeader>
+
+      <UserSettingsTeamsPageDataTable />
+
+      <div className="mt-8 space-y-8">
+        <AnimatePresence>
+          {teamEmail && (
+            <AnimateGenericFadeInOut>
+              <TeamEmailUsage teamEmail={teamEmail} />
+            </AnimateGenericFadeInOut>
+          )}
+        </AnimatePresence>
+
+        <TeamInvitations />
+      </div>
+    </div>
+  );
+}

apps/web/src/app/(dashboard)/settings/teams/team-email-usage.tsx

@@ -0,0 +1,105 @@
+'use client';
+
+import { useState } from 'react';
+
+import type { TeamEmail } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type TeamEmailUsageProps = {
+  teamEmail: TeamEmail & { team: { name: string; url: string } };
+};
+
+export const TeamEmailUsage = ({ teamEmail }: TeamEmailUsageProps) => {
+  const [open, setOpen] = useState(false);
+
+  const { toast } = useToast();
+
+  const { mutateAsync: deleteTeamEmail, isLoading: isDeletingTeamEmail } =
+    trpc.team.deleteTeamEmail.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'You have successfully revoked access.',
+          duration: 5000,
+        });
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          variant: 'destructive',
+          duration: 10000,
+          description:
+            'We encountered an unknown error while attempting to revoke access. Please try again or contact support.',
+        });
+      },
+    });
+
+  return (
+    <Alert variant="neutral" className="flex flex-row items-center justify-between p-6">
+      <div>
+        <AlertTitle className="mb-0">Team Email</AlertTitle>
+        <AlertDescription>
+          <p>
+            Your email is currently being used by team{' '}
+            <span className="font-semibold">{teamEmail.team.name}</span> ({teamEmail.team.url}
+            ).
+          </p>
+
+          <p className="mt-1">They have permission on your behalf to:</p>
+
+          <ul className="mt-0.5 list-inside list-disc">
+            <li>Display your name and email in documents</li>
+            <li>View all documents sent to your account</li>
+          </ul>
+        </AlertDescription>
+      </div>
+
+      <Dialog open={open} onOpenChange={(value) => !isDeletingTeamEmail && setOpen(value)}>
+        <DialogTrigger asChild>
+          <Button variant="destructive">Revoke access</Button>
+        </DialogTrigger>
+
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>Are you sure?</DialogTitle>
+
+            <DialogDescription className="mt-4">
+              You are about to revoke access for team{' '}
+              <span className="font-semibold">{teamEmail.team.name}</span> ({teamEmail.team.url}) to
+              use your email.
+            </DialogDescription>
+          </DialogHeader>
+
+          <fieldset disabled={isDeletingTeamEmail}>
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                Cancel
+              </Button>
+
+              <Button
+                type="submit"
+                variant="destructive"
+                loading={isDeletingTeamEmail}
+                onClick={async () => deleteTeamEmail({ teamId: teamEmail.teamId })}
+              >
+                Revoke
+              </Button>
+            </DialogFooter>
+          </fieldset>
+        </DialogContent>
+      </Dialog>
+    </Alert>
+  );
+};

apps/web/src/app/(dashboard)/settings/teams/team-invitations.tsx

@@ -0,0 +1,83 @@
+'use client';
+
+import { AnimatePresence } from 'framer-motion';
+import { BellIcon } from 'lucide-react';
+
+import { formatTeamUrl } from '@documenso/lib/utils/teams';
+import { trpc } from '@documenso/trpc/react';
+import { AnimateGenericFadeInOut } from '@documenso/ui/components/animate/animate-generic-fade-in-out';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { AvatarWithText } from '@documenso/ui/primitives/avatar';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+
+import { AcceptTeamInvitationButton } from './accept-team-invitation-button';
+
+export const TeamInvitations = () => {
+  const { data, isInitialLoading } = trpc.team.getTeamInvitations.useQuery();
+
+  return (
+    <AnimatePresence>
+      {data && data.length > 0 && !isInitialLoading && (
+        <AnimateGenericFadeInOut>
+          <Alert variant="secondary">
+            <div className="flex h-full flex-row items-center p-2">
+              <BellIcon className="mr-4 h-5 w-5 text-blue-800" />
+
+              <AlertDescription className="mr-2">
+                You have <strong>{data.length}</strong> pending team invitation
+                {data.length > 1 ? 's' : ''}.
+              </AlertDescription>
+
+              <Dialog>
+                <DialogTrigger asChild>
+                  <button className="ml-auto text-sm font-medium text-blue-700 hover:text-blue-600">
+                    View invites
+                  </button>
+                </DialogTrigger>
+
+                <DialogContent position="center">
+                  <DialogHeader>
+                    <DialogTitle>Pending invitations</DialogTitle>
+
+                    <DialogDescription className="mt-4">
+                      You have {data.length} pending team invitation{data.length > 1 ? 's' : ''}.
+                    </DialogDescription>
+                  </DialogHeader>
+
+                  <ul className="-mx-6 -mb-6 max-h-[80vh] divide-y overflow-auto px-6 pb-6 xl:max-h-[70vh]">
+                    {data.map((invitation) => (
+                      <li key={invitation.teamId}>
+                        <AvatarWithText
+                          className="w-full max-w-none py-4"
+                          avatarFallback={invitation.team.name.slice(0, 1)}
+                          primaryText={
+                            <span className="text-foreground/80 font-semibold">
+                              {invitation.team.name}
+                            </span>
+                          }
+                          secondaryText={formatTeamUrl(invitation.team.url)}
+                          rightSideComponent={
+                            <div className="ml-auto">
+                              <AcceptTeamInvitationButton teamId={invitation.team.id} />
+                            </div>
+                          }
+                        />
+                      </li>
+                    ))}
+                  </ul>
+                </DialogContent>
+              </Dialog>
+            </div>
+          </Alert>
+        </AnimateGenericFadeInOut>
+      )}
+    </AnimatePresence>
+  );
+};

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

@@ -0,0 +1,74 @@
+import { DateTime } from 'luxon';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { getUserTokens } from '@documenso/lib/server-only/public-api/get-all-user-tokens';
+import { Button } from '@documenso/ui/primitives/button';
+
+import DeleteTokenDialog from '~/components/(dashboard)/settings/token/delete-token-dialog';
+import { LocaleDate } from '~/components/formatter/locale-date';
+import { ApiTokenForm } from '~/components/forms/token';
+
+export default async function ApiTokensPage() {
+  const { user } = await getRequiredServerComponentSession();
+
+  const tokens = await getUserTokens({ userId: user.id });
+
+  return (
+    <div>
+      <h3 className="text-2xl font-semibold">API Tokens</h3>
+
+      <p className="text-muted-foreground mt-2 text-sm">
+        On this page, you can create new API tokens and manage the existing ones.
+      </p>
+
+      <hr className="my-4" />
+
+      <ApiTokenForm className="max-w-xl" />
+
+      <hr className="mb-4 mt-8" />
+
+      <h4 className="text-xl font-medium">Your existing tokens</h4>
+
+      {tokens.length === 0 && (
+        <div className="mb-4">
+          <p className="text-muted-foreground mt-2 text-sm italic">
+            Your tokens will be shown here once you create them.
+          </p>
+        </div>
+      )}
+
+      {tokens.length > 0 && (
+        <div className="mt-4 flex max-w-xl flex-col gap-y-4">
+          {tokens.map((token) => (
+            <div key={token.id} className="border-border rounded-lg border p-4">
+              <div className="flex items-center justify-between gap-x-4">
+                <div>
+                  <h5 className="text-base">{token.name}</h5>
+
+                  <p className="text-muted-foreground mt-2 text-xs">
+                    Created on <LocaleDate date={token.createdAt} format={DateTime.DATETIME_FULL} />
+                  </p>
+                  {token.expires ? (
+                    <p className="text-muted-foreground mt-1 text-xs">
+                      Expires on <LocaleDate date={token.expires} format={DateTime.DATETIME_FULL} />
+                    </p>
+                  ) : (
+                    <p className="text-muted-foreground mt-1 text-xs">
+                      Token doesn't have an expiration date
+                    </p>
+                  )}
+                </div>
+
+                <div>
+                  <DeleteTokenDialog token={token}>
+                    <Button variant="destructive">Delete</Button>
+                  </DeleteTokenDialog>
+                </div>
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}

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

@@ -28,6 +28,7 @@ export type EditTemplateFormProps = {
   recipients: Recipient[];
   fields: Field[];
   documentData: DocumentData;
+  templateRootPath: string;
 };
 
 type EditTemplateStep = 'signers' | 'fields';
@@ -40,6 +41,7 @@ export const EditTemplateForm = ({
   fields,
   user: _user,
   documentData,
+  templateRootPath,
 }: EditTemplateFormProps) => {
   const { toast } = useToast();
   const router = useRouter();
@@ -98,7 +100,7 @@ export const EditTemplateForm = ({
         duration: 5000,
       });
 
-      router.push('/templates');
+      router.push(templateRootPath);
     } catch (err) {
       toast({
         title: 'Error',

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

@@ -1,81 +1,10 @@
 import React from 'react';
 
-import Link from 'next/link';
-import { redirect } from 'next/navigation';
+import type { TemplatePageViewProps } from './template-page-view';
+import { TemplatePageView } from './template-page-view';
 
-import { ChevronLeft } from 'lucide-react';
+type TemplatePageProps = Pick<TemplatePageViewProps, 'params'>;
 
-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>
-  );
+export default function TemplatePage({ params }: TemplatePageProps) {
+  return <TemplatePageView params={params} />;
 }

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

@@ -0,0 +1,86 @@
+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 { formatTemplatesPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
+
+import { TemplateType } from '~/components/formatter/template-type';
+
+import { EditTemplateForm } from './edit-template';
+
+export type TemplatePageViewProps = {
+  params: {
+    id: string;
+  };
+  team?: Team;
+};
+
+export const TemplatePageView = async ({ params, team }: TemplatePageViewProps) => {
+  const { id } = params;
+
+  const templateId = Number(id);
+  const templateRootPath = formatTemplatesPath(team?.url);
+
+  if (!templateId || Number.isNaN(templateId)) {
+    redirect(templateRootPath);
+  }
+
+  const { user } = await getRequiredServerComponentSession();
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId: user.id,
+  }).catch(() => null);
+
+  if (!template || !template.templateDocumentData) {
+    redirect(templateRootPath);
+  }
+
+  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}
+        templateRootPath={templateRootPath}
+      />
+    </div>
+  );
+};

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

@@ -21,9 +21,15 @@ import { DuplicateTemplateDialog } from './duplicate-template-dialog';
 
 export type DataTableActionDropdownProps = {
   row: Template;
+  templateRootPath: string;
+  teamId?: number;
 };
 
-export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) => {
+export const DataTableActionDropdown = ({
+  row,
+  templateRootPath,
+  teamId,
+}: DataTableActionDropdownProps) => {
   const { data: session } = useSession();
 
   const [isDeleteDialogOpen, setDeleteDialogOpen] = useState(false);
@@ -34,6 +40,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
   }
 
   const isOwner = row.userId === session.user.id;
+  const isTeamTemplate = row.teamId === teamId;
 
   return (
     <DropdownMenu>
@@ -44,20 +51,25 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
       <DropdownMenuContent className="w-52" align="start" forceMount>
         <DropdownMenuLabel>Action</DropdownMenuLabel>
 
-        <DropdownMenuItem disabled={!isOwner} asChild>
-          <Link href={`/templates/${row.id}`}>
+        <DropdownMenuItem disabled={!isOwner && !isTeamTemplate} asChild>
+          <Link href={`${templateRootPath}/${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)}>
+        <DropdownMenuItem
+          disabled={!isOwner && !isTeamTemplate}
+          onClick={() => setDuplicateDialogOpen(true)}
+        >
           <Copy className="mr-2 h-4 w-4" />
           Duplicate
         </DropdownMenuItem>
 
-        <DropdownMenuItem disabled={!isOwner} onClick={() => setDeleteDialogOpen(true)}>
+        <DropdownMenuItem
+          disabled={!isOwner && !isTeamTemplate}
+          onClick={() => setDeleteDialogOpen(true)}
+        >
           <Trash2 className="mr-2 h-4 w-4" />
           Delete
         </DropdownMenuItem>
@@ -65,6 +77,7 @@ export const DataTableActionDropdown = ({ row }: DataTableActionDropdownProps) =
 
       <DuplicateTemplateDialog
         id={row.id}
+        teamId={teamId}
         open={isDuplicateDialogOpen}
         onOpenChange={setDuplicateDialogOpen}
       />

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

@@ -1,30 +1,37 @@
 'use client';
 
-import { useState, useTransition } from 'react';
+import { useTransition } from 'react';
 
-import { useRouter } from 'next/navigation';
+import Link from 'next/link';
 
-import { Loader, Plus } from 'lucide-react';
+import { AlertTriangle, Loader } from 'lucide-react';
 
+import { useLimits } from '@documenso/ee/server-only/limits/provider/client';
 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 type { Recipient, Template } from '@documenso/prisma/client';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 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';
+import { UseTemplateDialog } from './use-template-dialog';
+
+type TemplateWithRecipient = Template & {
+  Recipient: Recipient[];
+};
 
 type TemplatesDataTableProps = {
-  templates: Template[];
+  templates: TemplateWithRecipient[];
   perPage: number;
   page: number;
   totalPages: number;
+  documentRootPath: string;
+  templateRootPath: string;
+  teamId?: number;
 };
 
 export const TemplatesDataTable = ({
@@ -32,17 +39,14 @@ export const TemplatesDataTable = ({
   perPage,
   page,
   totalPages,
+  documentRootPath,
+  templateRootPath,
+  teamId,
 }: 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 { remaining } = useLimits();
 
   const onPaginationChange = (page: number, perPage: number) => {
     startTransition(() => {
@@ -53,30 +57,21 @@ export const TemplatesDataTable = ({
     });
   };
 
-  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">
+      {remaining.documents === 0 && (
+        <Alert variant="warning" className="mb-4">
+          <AlertTriangle className="h-4 w-4" />
+          <AlertTitle>Document Limit Exceeded!</AlertTitle>
+          <AlertDescription className="mt-2">
+            You have reached your document limit.{' '}
+            <Link className="underline underline-offset-4" href="/settings/billing">
+              Upgrade your account to continue!
+            </Link>
+          </AlertDescription>
+        </Alert>
+      )}
+
       <DataTable
         columns={[
           {
@@ -97,23 +92,19 @@ export const TemplatesDataTable = ({
             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} />
+                  <UseTemplateDialog
+                    templateId={row.original.id}
+                    recipients={row.original.Recipient}
+                    documentRootPath={documentRootPath}
+                  />
+
+                  <DataTableActionDropdown
+                    row={row.original}
+                    teamId={teamId}
+                    templateRootPath={templateRootPath}
+                  />
                 </div>
               );
             },

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

@@ -35,20 +35,15 @@ export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateD
 
       onOpenChange(false);
     },
-  });
-
-  const onDeleteTemplate = async () => {
-    try {
-      await deleteTemplate({ id });
-    } catch {
+    onError: () => {
       toast({
         title: 'Something went wrong',
         description: 'This template could not be deleted at this time. Please try again.',
         variant: 'destructive',
         duration: 7500,
       });
-    }
-  };
+    },
+  });
 
   return (
     <Dialog open={open} onOpenChange={(value) => !isLoading && onOpenChange(value)}>
@@ -63,20 +58,18 @@ export const DeleteTemplateDialog = ({ id, open, onOpenChange }: DeleteTemplateD
         </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"
+            variant="secondary"
+            disabled={isLoading}
+            onClick={() => onOpenChange(false)}
+          >
+            Cancel
+          </Button>
 
-            <Button type="button" loading={isLoading} onClick={onDeleteTemplate} className="flex-1">
-              Delete
-            </Button>
-          </div>
+          <Button type="button" loading={isLoading} onClick={async () => deleteTemplate({ id })}>
+            Delete
+          </Button>
         </DialogFooter>
       </DialogContent>
     </Dialog>

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

@@ -14,12 +14,14 @@ import { useToast } from '@documenso/ui/primitives/use-toast';
 
 type DuplicateTemplateDialogProps = {
   id: number;
+  teamId?: number;
   open: boolean;
   onOpenChange: (_open: boolean) => void;
 };
 
 export const DuplicateTemplateDialog = ({
   id,
+  teamId,
   open,
   onOpenChange,
 }: DuplicateTemplateDialogProps) => {
@@ -40,22 +42,15 @@ export const DuplicateTemplateDialog = ({
 
         onOpenChange(false);
       },
+      onError: () => {
+        toast({
+          title: 'Error',
+          description: 'An error occurred while duplicating template.',
+          variant: 'destructive',
+        });
+      },
     });
 
-  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>
@@ -66,20 +61,27 @@ export const DuplicateTemplateDialog = ({
         </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"
+            disabled={isLoading}
+            variant="secondary"
+            onClick={() => onOpenChange(false)}
+          >
+            Cancel
+          </Button>
 
-            <Button type="button" loading={isLoading} onClick={onDuplicate} className="flex-1">
-              Duplicate
-            </Button>
-          </div>
+          <Button
+            type="button"
+            loading={isLoading}
+            onClick={async () =>
+              duplicateTemplate({
+                templateId: id,
+                teamId,
+              })
+            }
+          >
+            Duplicate
+          </Button>
         </DialogFooter>
       </DialogContent>
     </Dialog>

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

@@ -43,8 +43,14 @@ const ZCreateTemplateFormSchema = z.object({
 
 type TCreateTemplateFormSchema = z.infer<typeof ZCreateTemplateFormSchema>;
 
-export const NewTemplateDialog = () => {
+type NewTemplateDialogProps = {
+  teamId?: number;
+  templateRootPath: string;
+};
+
+export const NewTemplateDialog = ({ teamId, templateRootPath }: NewTemplateDialogProps) => {
   const router = useRouter();
+
   const { data: session } = useSession();
   const { toast } = useToast();
 
@@ -99,6 +105,7 @@ export const NewTemplateDialog = () => {
       });
 
       const { id } = await createTemplate({
+        teamId,
         title: values.name ? values.name : file.name,
         templateDocumentDataId,
       });
@@ -112,7 +119,7 @@ export const NewTemplateDialog = () => {
 
       setShowNewTemplateDialog(false);
 
-      void router.push(`/templates/${id}`);
+      router.push(`${templateRootPath}/${id}`);
     } catch {
       toast({
         title: 'Something went wrong',

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

@@ -1,52 +1,18 @@
 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 type { Metadata } from 'next';
 
-import { TemplatesDataTable } from './data-table-templates';
-import { EmptyTemplateState } from './empty-state';
-import { NewTemplateDialog } from './new-template-dialog';
+import { TemplatesPageView } from './templates-page-view';
+import type { TemplatesPageViewProps } from './templates-page-view';
 
 type TemplatesPageProps = {
-  searchParams?: {
-    page?: number;
-    perPage?: number;
-  };
+  searchParams?: TemplatesPageViewProps['searchParams'];
 };
 
-export default async function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
-  const { user } = await getRequiredServerComponentSession();
-  const page = Number(searchParams.page) || 1;
-  const perPage = Number(searchParams.perPage) || 10;
+export const metadata: Metadata = {
+  title: 'Templates',
+};
 
-  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>
-  );
+export default function TemplatesPage({ searchParams = {} }: TemplatesPageProps) {
+  return <TemplatesPageView searchParams={searchParams} />;
 }

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

@@ -0,0 +1,73 @@
+import React from 'react';
+
+import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { findTemplates } from '@documenso/lib/server-only/template/find-templates';
+import { formatDocumentsPath, formatTemplatesPath } from '@documenso/lib/utils/teams';
+import type { Team } from '@documenso/prisma/client';
+import { Avatar, AvatarFallback } from '@documenso/ui/primitives/avatar';
+
+import { TemplatesDataTable } from './data-table-templates';
+import { EmptyTemplateState } from './empty-state';
+import { NewTemplateDialog } from './new-template-dialog';
+
+export type TemplatesPageViewProps = {
+  searchParams?: {
+    page?: number;
+    perPage?: number;
+  };
+  team?: Team;
+};
+
+export const TemplatesPageView = async ({ searchParams = {}, team }: TemplatesPageViewProps) => {
+  const { user } = await getRequiredServerComponentSession();
+  const page = Number(searchParams.page) || 1;
+  const perPage = Number(searchParams.perPage) || 10;
+
+  const documentRootPath = formatDocumentsPath(team?.url);
+  const templateRootPath = formatTemplatesPath(team?.url);
+
+  const { templates, totalPages } = await findTemplates({
+    userId: user.id,
+    teamId: team?.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">
+        <div className="flex flex-row items-center">
+          {team && (
+            <Avatar className="dark:border-border mr-3 h-12 w-12 border-2 border-solid border-white">
+              <AvatarFallback className="text-xs text-gray-400">
+                {team.name.slice(0, 1)}
+              </AvatarFallback>
+            </Avatar>
+          )}
+
+          <h1 className="truncate text-2xl font-semibold md:text-3xl">Templates</h1>
+        </div>
+
+        <div>
+          <NewTemplateDialog templateRootPath={templateRootPath} teamId={team?.id} />
+        </div>
+      </div>
+
+      <div className="relative mt-5">
+        {templates.length > 0 ? (
+          <TemplatesDataTable
+            templates={templates}
+            page={page}
+            perPage={perPage}
+            totalPages={totalPages}
+            documentRootPath={documentRootPath}
+            templateRootPath={templateRootPath}
+            teamId={team?.id}
+          />
+        ) : (
+          <EmptyTemplateState />
+        )}
+      </div>
+    </div>
+  );
+};

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

@@ -0,0 +1,247 @@
+import { useRouter } from 'next/navigation';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Plus } from 'lucide-react';
+import { Controller, useFieldArray, useForm } from 'react-hook-form';
+import * as z from 'zod';
+
+import type { Recipient } from '@documenso/prisma/client';
+import { RecipientRole } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+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 { ROLE_ICONS } from '@documenso/ui/primitives/recipient-role-icons';
+import { Select, SelectContent, SelectItem, SelectTrigger } from '@documenso/ui/primitives/select';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZAddRecipientsForNewDocumentSchema = z.object({
+  recipients: z.array(
+    z.object({
+      email: z.string().email(),
+      name: z.string(),
+      role: z.nativeEnum(RecipientRole),
+    }),
+  ),
+});
+
+type TAddRecipientsForNewDocumentSchema = z.infer<typeof ZAddRecipientsForNewDocumentSchema>;
+
+export type UseTemplateDialogProps = {
+  templateId: number;
+  recipients: Recipient[];
+  documentRootPath: string;
+};
+
+export function UseTemplateDialog({
+  recipients,
+  documentRootPath,
+  templateId,
+}: UseTemplateDialogProps) {
+  const router = useRouter();
+  const { toast } = useToast();
+
+  const team = useOptionalCurrentTeam();
+
+  const {
+    control,
+    handleSubmit,
+    formState: { errors, isSubmitting },
+  } = useForm<TAddRecipientsForNewDocumentSchema>({
+    resolver: zodResolver(ZAddRecipientsForNewDocumentSchema),
+    defaultValues: {
+      recipients:
+        recipients.length > 0
+          ? recipients.map((recipient) => ({
+              nativeId: recipient.id,
+              formId: String(recipient.id),
+              name: recipient.name,
+              email: recipient.email,
+              role: recipient.role,
+            }))
+          : [
+              {
+                name: '',
+                email: '',
+                role: RecipientRole.SIGNER,
+              },
+            ],
+    },
+  });
+
+  const { mutateAsync: createDocumentFromTemplate, isLoading: isCreatingDocumentFromTemplate } =
+    trpc.template.createDocumentFromTemplate.useMutation();
+
+  const onSubmit = async (data: TAddRecipientsForNewDocumentSchema) => {
+    try {
+      const { id } = await createDocumentFromTemplate({
+        templateId,
+        teamId: team?.id,
+        recipients: data.recipients,
+      });
+
+      toast({
+        title: 'Document created',
+        description: 'Your document has been created from the template successfully.',
+        duration: 5000,
+      });
+
+      router.push(`${documentRootPath}/${id}`);
+    } catch (err) {
+      toast({
+        title: 'Error',
+        description: 'An error occurred while creating document from template.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  const onCreateDocumentFromTemplate = handleSubmit(onSubmit);
+
+  const { fields: formRecipients } = useFieldArray({
+    control,
+    name: 'recipients',
+  });
+
+  return (
+    <Dialog>
+      <DialogTrigger asChild>
+        <Button className="cursor-pointer">
+          <Plus className="-ml-1 mr-2 h-4 w-4" />
+          Use Template
+        </Button>
+      </DialogTrigger>
+      <DialogContent className="sm:max-w-lg">
+        <DialogHeader>
+          <DialogTitle>Document Recipients</DialogTitle>
+          <DialogDescription>Add the recipients to create the template with.</DialogDescription>
+        </DialogHeader>
+        <div className="flex flex-col space-y-4">
+          {formRecipients.map((recipient, index) => (
+            <div
+              key={recipient.id}
+              data-native-id={recipient.id}
+              className="flex flex-wrap items-end gap-x-4"
+            >
+              <div className="flex-1">
+                <Label htmlFor={`recipient-${recipient.id}-email`}>
+                  Email
+                  <span className="text-destructive ml-1 inline-block font-medium">*</span>
+                </Label>
+
+                <Controller
+                  control={control}
+                  name={`recipients.${index}.email`}
+                  render={({ field }) => (
+                    <Input
+                      id={`recipient-${recipient.id}-email`}
+                      type="email"
+                      className="bg-background mt-2"
+                      disabled={isSubmitting}
+                      {...field}
+                    />
+                  )}
+                />
+              </div>
+
+              <div className="flex-1">
+                <Label htmlFor={`recipient-${recipient.id}-name`}>Name</Label>
+
+                <Controller
+                  control={control}
+                  name={`recipients.${index}.name`}
+                  render={({ field }) => (
+                    <Input
+                      id={`recipient-${recipient.id}-name`}
+                      type="text"
+                      className="bg-background mt-2"
+                      disabled={isSubmitting}
+                      {...field}
+                    />
+                  )}
+                />
+              </div>
+
+              <div className="w-[60px]">
+                <Controller
+                  control={control}
+                  name={`recipients.${index}.role`}
+                  render={({ field: { value, onChange } }) => (
+                    <Select value={value} onValueChange={(x) => onChange(x)}>
+                      <SelectTrigger className="bg-background">{ROLE_ICONS[value]}</SelectTrigger>
+
+                      <SelectContent className="" align="end">
+                        <SelectItem value={RecipientRole.SIGNER}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.SIGNER]}</span>
+                            Signer
+                          </div>
+                        </SelectItem>
+
+                        <SelectItem value={RecipientRole.CC}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.CC]}</span>
+                            Receives copy
+                          </div>
+                        </SelectItem>
+
+                        <SelectItem value={RecipientRole.APPROVER}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.APPROVER]}</span>
+                            Approver
+                          </div>
+                        </SelectItem>
+
+                        <SelectItem value={RecipientRole.VIEWER}>
+                          <div className="flex items-center">
+                            <span className="mr-2">{ROLE_ICONS[RecipientRole.VIEWER]}</span>
+                            Viewer
+                          </div>
+                        </SelectItem>
+                      </SelectContent>
+                    </Select>
+                  )}
+                />
+              </div>
+
+              <div className="w-full">
+                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.email} />
+                <FormErrorMessage className="mt-2" error={errors.recipients?.[index]?.name} />
+              </div>
+            </div>
+          ))}
+        </div>
+
+        <DialogFooter className="justify-end">
+          <DialogClose asChild>
+            <Button type="button" variant="secondary">
+              Close
+            </Button>
+          </DialogClose>
+
+          <Button
+            type="button"
+            loading={isCreatingDocumentFromTemplate}
+            disabled={isCreatingDocumentFromTemplate}
+            onClick={onCreateDocumentFromTemplate}
+          >
+            Create Document
+          </Button>
+        </DialogFooter>
+      </DialogContent>
+    </Dialog>
+  );
+}

apps/web/src/app/(share)/share/[slug]/opengraph/route.tsx

@@ -3,6 +3,8 @@ import { NextResponse } from 'next/server';
 
 import { P, match } from 'ts-pattern';
 
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+
 import type { ShareHandlerAPIResponse } from '~/pages/api/share';
 
 export const runtime = 'edge';
@@ -37,7 +39,7 @@ export async function GET(_request: Request, { params: { slug } }: SharePageOpen
     ),
   ]);
 
-  const baseUrl = process.env.NEXT_PUBLIC_WEBAPP_URL || 'http://localhost:3000';
+  const baseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
 
   const recipientOrSender: ShareHandlerAPIResponse = await fetch(
     new URL(`/api/share?slug=${slug}`, baseUrl),

apps/web/src/app/(share)/share/[slug]/page.tsx

@@ -1,8 +1,8 @@
-import { Metadata } from 'next';
+import type { Metadata } from 'next';
 import { headers } from 'next/headers';
 import { redirect } from 'next/navigation';
 
-import { APP_BASE_URL } from '@documenso/lib/constants/app';
+import { NEXT_PUBLIC_MARKETING_URL } from '@documenso/lib/constants/app';
 
 type SharePageProps = {
   params: { slug: string };
@@ -16,12 +16,12 @@ export function generateMetadata({ params: { slug } }: SharePageProps) {
       title: 'Documenso - Join the open source signing revolution',
       description: 'I just signed with Documenso!',
       type: 'website',
-      images: [`${APP_BASE_URL}/share/${slug}/opengraph`],
+      images: [`/share/${slug}/opengraph`],
     },
     twitter: {
       site: '@documenso',
       card: 'summary_large_image',
-      images: [`${APP_BASE_URL}/share/${slug}/opengraph`],
+      images: [`/share/${slug}/opengraph`],
       description: 'I just signed with Documenso!',
     },
   } satisfies Metadata;
@@ -35,5 +35,5 @@ export default function SharePage() {
     return null;
   }
 
-  redirect(process.env.NEXT_PUBLIC_MARKETING_URL ?? 'http://localhost:3001');
+  redirect(NEXT_PUBLIC_MARKETING_URL() ?? 'http://localhost:3001');
 }

apps/web/src/app/(signing)/sign/[token]/complete/document-preview-button.tsx

@@ -30,7 +30,7 @@ export const DocumentPreviewButton = ({
         {...props}
       >
         <FileSearch className="mr-2 h-5 w-5" strokeWidth={1.7} />
-        View Document
+        View Original Document
       </Button>
 
       <DocumentDialog documentData={documentData} open={showDialog} onOpenChange={setShowDialog} />

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

@@ -10,7 +10,7 @@ import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/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 { DocumentStatus, FieldType } from '@documenso/prisma/client';
+import { DocumentStatus, FieldType, RecipientRole } from '@documenso/prisma/client';
 import { DocumentDownloadButton } from '@documenso/ui/components/document/document-download-button';
 import { DocumentShareButton } from '@documenso/ui/components/document/document-share-button';
 import { SigningCard3D } from '@documenso/ui/components/signing-card';
@@ -94,7 +94,10 @@ export default async function CompletedSigningPage({
           ))}
 
         <h2 className="mt-6 max-w-[35ch] text-center text-2xl font-semibold leading-normal md:text-3xl lg:text-4xl">
-          You have signed
+          You have
+          {recipient.role === RecipientRole.SIGNER && ' signed '}
+          {recipient.role === RecipientRole.VIEWER && ' viewed '}
+          {recipient.role === RecipientRole.APPROVER && ' approved '}
           <span className="mt-1.5 block">"{truncatedTitle}"</span>
         </h2>
 
@@ -128,7 +131,7 @@ export default async function CompletedSigningPage({
             />
           ) : (
             <DocumentPreviewButton
-              className="flex-1"
+              className="text-[11px]"
               title="Signatures will appear once the document has been completed"
               documentData={documentData}
             />

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

@@ -9,7 +9,7 @@ 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 { type Document, type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
 import { FieldToolTip } from '@documenso/ui/components/field/field-tooltip';
 import { cn } from '@documenso/ui/lib/utils';
@@ -26,9 +26,10 @@ export type SigningFormProps = {
   document: Document;
   recipient: Recipient;
   fields: Field[];
+  redirectUrl?: string | null;
 };
 
-export const SigningForm = ({ document, recipient, fields }: SigningFormProps) => {
+export const SigningForm = ({ document, recipient, fields, redirectUrl }: SigningFormProps) => {
   const router = useRouter();
   const analytics = useAnalytics();
   const { data: session } = useSession();
@@ -74,7 +75,7 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
       timestamp: new Date().toISOString(),
     });
 
-    router.push(`/sign/${recipient.token}/complete`);
+    redirectUrl ? router.push(redirectUrl) : router.push(`/sign/${recipient.token}/complete`);
   };
 
   return (
@@ -96,73 +97,114 @@ export const SigningForm = ({ document, recipient, fields }: SigningFormProps) =
 
       <fieldset
         disabled={isSubmitting}
-        className={cn('-mx-2 flex flex-1 flex-col overflow-hidden px-2')}
+        className={cn(
+          'custom-scrollbar -mx-2 flex flex-1 flex-col overflow-y-auto overflow-x-hidden px-2',
+        )}
       >
-        <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>
+        <div className={cn('flex flex-1 flex-col')}>
+          <h3 className="text-foreground text-2xl font-semibold">
+            {recipient.role === RecipientRole.VIEWER && 'View Document'}
+            {recipient.role === RecipientRole.SIGNER && 'Sign Document'}
+            {recipient.role === RecipientRole.APPROVER && 'Approve Document'}
+          </h3>
 
-          <p className="text-muted-foreground mt-2 text-sm">
-            Please review the document before signing.
-          </p>
+          {recipient.role === RecipientRole.VIEWER ? (
+            <>
+              <p className="text-muted-foreground mt-2 text-sm">
+                Please mark as viewed to complete
+              </p>
 
-          <hr className="border-border mb-8 mt-4" />
+              <hr className="border-border mb-8 mt-4" />
 
-          <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
-            <div className="flex flex-1 flex-col gap-y-4">
-              <div>
-                <Label htmlFor="full-name">Full Name</Label>
+              <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
+                <div className="flex flex-1 flex-col gap-y-4" />
+                <div className="flex flex-col gap-4 md:flex-row">
+                  <Button
+                    type="button"
+                    className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
+                    variant="secondary"
+                    size="lg"
+                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                    onClick={() => router.back()}
+                  >
+                    Cancel
+                  </Button>
 
-                <Input
-                  type="text"
-                  id="full-name"
-                  className="bg-background mt-2"
-                  value={fullName}
-                  onChange={(e) => setFullName(e.target.value.trimStart())}
-                />
+                  <SignDialog
+                    isSubmitting={isSubmitting}
+                    onSignatureComplete={handleSubmit(onFormSubmit)}
+                    document={document}
+                    fields={fields}
+                    fieldsValidated={fieldsValidated}
+                    role={recipient.role}
+                  />
+                </div>
               </div>
+            </>
+          ) : (
+            <>
+              <p className="text-muted-foreground mt-2 text-sm">
+                Please review the document before signing.
+              </p>
 
-              <div>
-                <Label htmlFor="Signature">Signature</Label>
+              <hr className="border-border mb-8 mt-4" />
 
-                <Card className="mt-2" gradient degrees={-120}>
-                  <CardContent className="p-0">
-                    <SignaturePad
-                      className="h-44 w-full"
-                      defaultValue={signature ?? undefined}
-                      onChange={(value) => {
-                        setSignature(value);
-                      }}
+              <div className="-mx-2 flex flex-1 flex-col gap-4 overflow-y-auto px-2">
+                <div className="flex flex-1 flex-col gap-y-4">
+                  <div>
+                    <Label htmlFor="full-name">Full Name</Label>
+
+                    <Input
+                      type="text"
+                      id="full-name"
+                      className="bg-background mt-2"
+                      value={fullName}
+                      onChange={(e) => setFullName(e.target.value.trimStart())}
                     />
-                  </CardContent>
-                </Card>
+                  </div>
+
+                  <div>
+                    <Label htmlFor="Signature">Signature</Label>
+
+                    <Card className="mt-2" gradient degrees={-120}>
+                      <CardContent className="p-0">
+                        <SignaturePad
+                          className="h-44 w-full"
+                          disabled={isSubmitting}
+                          defaultValue={signature ?? undefined}
+                          onChange={(value) => {
+                            setSignature(value);
+                          }}
+                        />
+                      </CardContent>
+                    </Card>
+                  </div>
+                </div>
+
+                <div className="flex flex-col gap-4 md:flex-row">
+                  <Button
+                    type="button"
+                    className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
+                    variant="secondary"
+                    size="lg"
+                    disabled={typeof window !== 'undefined' && window.history.length <= 1}
+                    onClick={() => router.back()}
+                  >
+                    Cancel
+                  </Button>
+
+                  <SignDialog
+                    isSubmitting={isSubmitting}
+                    onSignatureComplete={handleSubmit(onFormSubmit)}
+                    document={document}
+                    fields={fields}
+                    fieldsValidated={fieldsValidated}
+                    role={recipient.role}
+                  />
+                </div>
               </div>
-            </div>
-
-            <div className="flex flex-col gap-4 md:flex-row">
-              <Button
-                type="button"
-                className="dark:bg-muted dark:hover:bg-muted/80 w-full  bg-black/5 hover:bg-black/10"
-                variant="secondary"
-                size="lg"
-                disabled={typeof window !== 'undefined' && window.history.length <= 1}
-                onClick={() => router.back()}
-              >
-                Cancel
-              </Button>
-
-              <SignDialog
-                isSubmitting={isSubmitting}
-                onSignatureComplete={handleSubmit(onFormSubmit)}
-                document={document}
-                fields={fields}
-                fieldsValidated={fieldsValidated}
-              />
-            </div>
-          </div>
+            </>
+          )}
         </div>
       </fieldset>
     </form>

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

@@ -1,6 +1,8 @@
 import React from 'react';
 
 import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import type { GetTeamsResponse } from '@documenso/lib/server-only/team/get-teams';
+import { getTeams } from '@documenso/lib/server-only/team/get-teams';
 
 import { Header as AuthenticatedHeader } from '~/components/(dashboard)/layout/header';
 import { NextAuthProvider } from '~/providers/next-auth';
@@ -12,10 +14,16 @@ export type SigningLayoutProps = {
 export default async function SigningLayout({ children }: SigningLayoutProps) {
   const { user, session } = await getServerComponentSession();
 
+  let teams: GetTeamsResponse = [];
+
+  if (user && session) {
+    teams = await getTeams({ userId: user.id });
+  }
+
   return (
     <NextAuthProvider session={session}>
       <div className="min-h-screen">
-        {user && <AuthenticatedHeader user={user} />}
+        {user && <AuthenticatedHeader user={user} teams={teams} />}
 
         <main className="mb-8 mt-8 px-4 md:mb-12 md:mt-12 md:px-8">{children}</main>
       </div>

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

@@ -118,7 +118,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
             <span className="text-muted-foreground">({recipient.email})</span>
           </DialogTitle>
 
-          <div className="py-4">
+          <div>
             <Label htmlFor="signature">Full Name</Label>
 
             <Input

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

@@ -1,3 +1,4 @@
+import { headers } from 'next/headers';
 import { notFound, redirect } from 'next/navigation';
 
 import { match } from 'ts-pattern';
@@ -8,13 +9,13 @@ 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 { extractNextHeaderRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import { DocumentStatus, FieldType, RecipientRole, 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';
@@ -28,6 +29,7 @@ import { NameField } from './name-field';
 import { NoLongerAvailable } from './no-longer-available';
 import { SigningProvider } from './provider';
 import { SignatureField } from './signature-field';
+import { TextField } from './text-field';
 
 export type SigningPageProps = {
   params: {
@@ -40,24 +42,26 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     return notFound();
   }
 
+  const requestHeaders = Object.fromEntries(headers().entries());
+
+  const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
+
   const [document, fields, recipient] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
     }).catch(() => null),
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
-    viewedDocument({ token }).catch(() => null),
+    viewedDocument({ token, requestMetadata }).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 { documentData, documentMeta } = document;
 
   const { user } = await getServerComponentSession();
 
@@ -65,7 +69,9 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     document.status === DocumentStatus.COMPLETED ||
     recipient.signingStatus === SigningStatus.SIGNED
   ) {
-    redirect(`/sign/${token}/complete`);
+    documentMeta?.redirectUrl
+      ? redirect(documentMeta.redirectUrl)
+      : redirect(`/sign/${token}/complete`);
   }
 
   if (documentMeta?.password) {
@@ -110,7 +116,10 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
 
         <div className="mt-2.5 flex items-center gap-x-6">
           <p className="text-muted-foreground">
-            {document.User.name} ({document.User.email}) has invited you to sign this document.
+            {document.User.name} ({document.User.email}) has invited you to{' '}
+            {recipient.role === RecipientRole.VIEWER && 'view'}
+            {recipient.role === RecipientRole.SIGNER && 'sign'}
+            {recipient.role === RecipientRole.APPROVER && 'approve'} this document.
           </p>
         </div>
 
@@ -130,7 +139,12 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
           </Card>
 
           <div className="col-span-12 lg:col-span-5 xl:col-span-4">
-            <SigningForm document={document} recipient={recipient} fields={fields} />
+            <SigningForm
+              document={document}
+              recipient={recipient}
+              fields={fields}
+              redirectUrl={documentMeta?.redirectUrl}
+            />
           </div>
         </div>
 
@@ -155,6 +169,9 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
               .with(FieldType.EMAIL, () => (
                 <EmailField key={field.id} field={field} recipient={recipient} />
               ))
+              .with(FieldType.TEXT, () => (
+                <TextField key={field.id} field={field} recipient={recipient} />
+              ))
               .otherwise(() => null),
           )}
         </ElementVisible>