fix: polish

**Description:**

Updated the OpenAPI doc dark mode styling here
https://app.documenso.com/api/v1/openapi

**Before:**

<img width="1473" alt="Screenshot 2024-03-13 at 09 48 36"
src="https://github.com/documenso/documenso/assets/23498248/a4fa1fef-699f-40e9-a06d-e513fc786399">

**After:**

<img width="1471" alt="Screenshot 2024-03-13 at 12 40 08"
src="https://github.com/documenso/documenso/assets/23498248/39c606b5-ab8b-4031-9821-a57c8bb80b7d">

README.md

@@ -30,17 +30,8 @@
    <a href="CODE_OF_CONDUCT.md"><img src="https://img.shields.io/badge/Contributor%20Covenant-2.1-4baaaa.svg" alt="Contributor Covenant"></a>
 </p>
 
-<div>
-  <img style="display: block; height: 120px; width: 24%"
-    src="https://github.com/documenso/documenso/assets/1309312/67e08c98-c153-4115-aa2d-77979bb12c94)">
-  <img style="display: block; height: 120px; width: 24%"
-    src="https://github.com/documenso/documenso/assets/1309312/040cfbae-3438-4ca3-87f2-ce52c793dcaf">
-  <img style="display: block; height: 120px; width: 24%"
-    src="https://github.com/documenso/documenso/assets/1309312/72d445be-41e5-4936-bdba-87ef8e70fa09">
-  <img style="display: block; height: 120px; width: 24%"
-    src="https://github.com/documenso/documenso/assets/1309312/d7b86c0f-a755-4476-a022-a608db2c4633">
-  <img style="display: block; height: 120px; width: 24%"
-    src=https://github.com/documenso/documenso/assets/1309312/c0f55116-ab82-433f-a266-f3fc8571d69f">
+<div align="center">
+  <img src="https://github.com/documenso/documenso/assets/13398220/d96ed533-6f34-4a97-be9b-442bdb189c69" style="width: 80%;" />
 </div>
 
 ## About this project

apps/marketing/content/blog/public-api.mdx

@@ -0,0 +1,292 @@
+---
+title: 'Building the Documenso Public API - The Why and How'
+description: 'This article talks about the need for the public API and the process of building it. It also discusses the requirements we had to meet and the constraints we had to work within.'
+authorName: 'Catalin'
+authorImage: '/blog/blog-author-catalin.webp'
+authorRole: 'I like to code and write'
+date: 2024-03-08
+tags:
+  - Development
+  - API
+---
+
+This article covers the process of building the public API for Documenso. It starts by explaining why the API was needed for a digital document signing company in the first place. Then, it'll dive into the steps we took to build it. Lastly, it'll present the requirements we had to meet and the constraints we had to work within.
+
+## Why the public API
+
+We decided to build the public API to open a new way of interacting with Documenso. While the web app does the job well, there are use cases where it's not enough. In those cases, the users might want to interact with the platform programmatically. Usually, that's for integrating Documenso with other applications.
+
+With the new public API that's now possible. You can integrate Documenso's functionalities within other applications to automate tasks, create custom solutions, and build custom workflows, to name just a few.
+
+The API provides 12 endpoints at the time of writing this article:
+
+- (GET) `/api/v1/documents` - retrieve all the documents
+- (POST) `/api/v1/documents` - upload a new document and getting a presigned URL
+- (GET) `/api/v1/documents/{id}` - fetch a specific document
+- (DELETE) `/api/v1/documents/{id}` - delete a specific document
+- (POST) `/api/v1/templates/{templateId}/create-document` - create a new document from an existing template
+- (POST) `/api/v1/documents/{id}/send` - send a document for signing
+- (POST) `/api/v1/documents/{id}/recipients` - create a document recipient
+- (PATCH) `/api/v1/documents/{id}/recipients/{recipientId}` - update the details of a document recipient
+- (DELETE) `/api/v1/documents/{id}/recipients/{recipientId}` - delete a specific recipient from a document
+- (POST) `/api/v1/documents/{id}/fields` - create a field for a document
+- (PATCH) `/api/v1/documents/{id}/fields` - update the details of a document field
+- (DELETE) `/api/v1/documents/{id}/fields` - delete a field from a document
+
+> Check out the [API documentation](https://app.documenso.com/api/v1/openapi).
+
+Moreover, it also enables us to enhance the platform by bringing other integrations to Documenso, such as Zapier.
+
+In conclusion, the new public API extends Documenso's capabilities, provides more flexibility for users, and opens up a broader world of possibilities.
+
+## Picking the right approach & tech
+
+Once we decided to build the API, we had to choose the approach and technologies to use. There were 2 options:
+
+1. Build an additional application
+2. Launch the API in the existing codebase
+
+### 1. Build an additional application
+
+That would mean creating a new codebase and building the API from scratch. Having a separate app for the API would result in benefits such as:
+
+- lower latency responses
+- supporting larger field uploads
+- separation between the apps (Documenso and the API)
+- customizability and flexibility
+- easier testing and debugging
+
+This approach has significant benefits. However, one major drawback is that it requires additional resources.
+
+We'd have to spend a lot of time just on the core stuff, such as building and configuring the basic server. After that, we'd spend time implementing the endpoints and authorization, among other things. When the building is done, there will be another application to deploy and manage. All of this would stretch our already limited resources.
+
+So, we asked ourselves if there is another way of doing it without sacrificing the API quality and the developer experience.
+
+### 2. Launch the API in the existing codebase
+
+The other option was to launch the API in the existing codebase. Rather than writing everything from scratch, we could use most of our existing code.
+
+Since we're using tRPC for our internal API (backend), we looked for solutions that work well with tRPC. We narrowed down the choices to:
+
+- [trpc-openapi](https://github.com/jlalmes/trpc-openapi)
+- [ts-rest](https://ts-rest.com/)
+
+Both technologies allow you to build public APIs. The `trpc-openapi` technology allows you to easily turn tRPC procedures into REST endpoints. It's more like a plugin for tRPC.
+
+On the other hand, `ts-rest` is more of a standalone solution. `ts-rest` enables you to create a contract for the API, which can be used both on the client and server. You can consume and implement the contract in your application, thus providing end-to-end type safety and RPC-like client.
+
+> You can see a [comparison between trpc-openapi and ts-rest](https://catalins.tech/public-api-trpc/) here.
+
+So, the main difference between the 2 is that `trpc-openapi` is like a plugin that extends tRPC's capabilities, whereas `ts-rest` provides the tools for building a standalone API.
+
+### Our choice
+
+After analyzing and comparing the 2 options, we decided to go with `ts-rest` because of its benefits. Here's a paragraph from the `ts-rest` documentation that hits the nail on the head:
+
+> tRPC has many plugins to solve this issue by mapping the API implementation to a REST-like API, however, these approaches are often a bit clunky and reduce the safety of the system overall, ts-rest does this heavy lifting in the client and server implementations rather than requiring a second layer of abstraction and API endpoint(s) to be defined.
+
+## API Requirements
+
+We defined the following requirements for the API:
+
+- The API should use path-based versioning (e.g. `/v1`)
+- The system should use bearer tokens for API authentication
+  - The API token should be a random string of 32 to 40 characters
+- The system should hash the token and store the hashed value
+- The system should only display the API token when it's created
+- The API should have self-generated documentation like Swagger
+- Users should be able to create an API key
+  - Users should be able to choose a token name
+  - Users should be able to choose an expiration date for the token
+    - User should be able to choose between 7 days, 1 month, 3 months, 6 months, 12 months, never
+- System should display all the user's tokens in the settings page
+  - System should display the token name, creation date, expiration date and a delete button
+- Users should be able to delete an API key
+- Users should be able to retrieve all the documents from their account
+- Users should be able to upload a new document
+  - Users should receive an S3 pre-signed URL after a successful upload
+- Users should be able to retrieve a specific document from their account by its id
+- Users should be able to delete a specific document from their account by its id
+- Users should be able to create a new document from an existing document template
+- Users should be able to send a document for signing to 1 or more recipients
+- Users should be able to create a recipient for a document
+- Users should be able to update the details of a recipient
+- Users should be able to delete a recipient from a document
+- Users should be able to create a field (e.g. signature, email, name, date) for a document
+- Users should be able to update a field for a document
+- Users should be able to delete a field from a document
+
+## Constraints
+
+We also faced the following constraints while developing the API:
+
+**1. Resources**
+
+Limited resources were one of the main constraints. We're a new startup with a relatively small team. Building and maintaining an additional application would strain our limited resources.
+
+**2. Technology stack**
+
+Another constraint was the technology stack. Our tech stack includes TypeScript, Prisma, and tRPC, among others. We also use Vercel for hosting.
+
+As a result, we wanted to use technologies we are comfortable with. This allowed us to leverage our existing knowledge and ensured consistency across our applications.
+
+Using familiar technologies also meant we could develop the API faster, as we didn't have to spend time learning new technologies. We could also leverage existing code and tools used in our main application.
+
+It's worth mentioning that this is not a permanent decision. We're open to moving the API to another codebase/tech stack when it makes sense (e.g. API is heavily used and needs better performance).
+
+**3. File uploads**
+
+Due to our current architecture, we support file uploads with a maximum size of 50 MB. To circumvent this, we created an additional step for uploading documents.
+
+Users make a POST request to the `/api/v1/documents` endpoint and the API responds with an S3 pre-signed URL. The users then make a 2nd request to the pre-signed URL with their document.
+
+## How we built the API
+
+![API package diagram](api-package.webp)
+
+Our codebase is a monorepo, so we created a new API package in the `packages` directory. It contains both the API implementation and its documentation. The main 2 blocks of the implementation consist of the API contract and the code for the API endpoints.
+
+![API implementation diagram](api-implementation.webp)
+
+In a few words, the API contract defines the API structure, the format of the requests and responses, how to authenticate API calls, the available endpoints and their associated HTTP verbs. You can explore the [API contract](https://github.com/documenso/documenso/blob/main/packages/api/v1/contract.ts) on GitHub.
+
+Then, there's the implementation part, which is the actual code for each endpoint defined in the API contract. The implementation is where the API contract is brought to life and made functional.
+
+Let's take the endpoint `/api/v1/documents` as an example.
+
+```ts
+export const ApiContractV1 = c.router(
+  {
+    getDocuments: {
+      method: 'GET',
+      path: '/api/v1/documents',
+      query: ZGetDocumentsQuerySchema,
+      responses: {
+        200: ZSuccessfulResponseSchema,
+        401: ZUnsuccessfulResponseSchema,
+        404: ZUnsuccessfulResponseSchema,
+      },
+      summary: 'Get all documents',
+    },
+    ...
+  }
+);
+```
+
+The API contract specifies the following things for `getDocuments`:
+
+- the allowed HTTP request method is GET, so trying to make a POST request, for example, results in an error
+- the path is `/api/v1/documents`
+- the query parameters the user can pass with the request
+  - in this case - `page` and `perPage`
+- the allowed responses and their schema
+  - `200` returns an object containing an array of all documents and a field `totalPages`, which is self-explanatory
+  - `401` returns an object with a message such as "Unauthorized"
+  - `404` returns an object with a message such as "Not found"
+
+The implementation of this endpoint needs to match the contract completely; otherwise, `ts-rest` will complain, and your API might not work as intended.
+
+The `getDocuments` function from the `implementation.ts` file runs when the user hits the endpoint.
+
+```ts
+export const ApiContractV1Implementation = createNextRoute(ApiContractV1, {
+  getDocuments: authenticatedMiddleware(async (args, user, team) => {
+    const page = Number(args.query.page) || 1;
+    const perPage = Number(args.query.perPage) || 10;
+
+    const { data: documents, totalPages } = await findDocuments({
+      page,
+      perPage,
+      userId: user.id,
+      teamId: team?.id,
+    });
+
+    return {
+      status: 200,
+      body: {
+        documents,
+        totalPages,
+      },
+    };
+  }),
+  ...
+});
+```
+
+There is a middleware, too, `authenticatedMiddleware`, that handles the authentication for API requests. It ensures that the API token exists and the token used has the appropriate privileges for the resource it accesses.
+
+That's how the other endpoints work as well. The code differs, but the principles are the same. You can explore the [API implementation](https://github.com/documenso/documenso/blob/main/packages/api/v1/implementation.ts) and the [middleware code](https://github.com/documenso/documenso/blob/main/packages/api/v1/middleware/authenticated.ts) on GitHub.
+
+### Documentation
+
+For the documentation, we decided to use Swagger UI, which automatically generates the documentation from the OpenAPI specification.
+
+The OpenAPI specification describes an API containing the available endpoints and their HTTP request methods, authentication methods, and so on. Its purpose is to help both machines and humans understand the API without having to look at the code.
+The Documenso OpenAPI specification is live [here](https://documenso.com/api/v1/openapi.json).
+
+Thankfully, `ts-rest` makes it seamless to generate the OpenAPI specification.
+
+```ts
+import { generateOpenApi } from '@ts-rest/open-api';
+
+import { ApiContractV1 } from './contract';
+
+export const OpenAPIV1 = generateOpenApi(
+  ApiContractV1,
+  {
+    info: {
+      title: 'Documenso API',
+      version: '1.0.0',
+      description: 'The Documenso API for retrieving, creating, updating and deleting documents.',
+    },
+  },
+  {
+    setOperationId: true,
+  },
+);
+```
+
+Then, the Swagger UI takes the OpenAPI specification as a prop and generates the documentation. The code below shows the component responsible for generating the documentation.
+
+```ts
+'use client';
+
+import SwaggerUI from 'swagger-ui-react';
+import 'swagger-ui-react/swagger-ui.css';
+
+import { OpenAPIV1 } from '@documenso/api/v1/openapi';
+
+export const OpenApiDocsPage = () => {
+  return <SwaggerUI spec={OpenAPIV1} displayOperationId={true} />;
+};
+
+export default OpenApiDocsPage;
+```
+
+Lastly, we create an API endpoint to display the Swagger documentation. The code below dynamically imports the `OpenApiDocsPage` component and displays it.
+
+```ts
+'use client';
+
+import dynamic from 'next/dynamic';
+
+const Docs = dynamic(async () => import('@documenso/api/v1/api-documentation'), {
+  ssr: false,
+});
+
+export default function OpenApiDocsPage() {
+  return <Docs />;
+}
+```
+
+You can access and play around with the documentation at [documenso.com/api/v1/openapi](https://documenso.com/api/v1/openapi). You should see a page like the one shown in the screenshot below.
+
+![The documentation for the Documenso API](docs.webp)
+
+> This article shows how to [generate Swagger documentation for a Next.js API](https://catalins.tech/generate-swagger-documentation-next-js-api/).
+
+So, that's how we went about building the first iteration of the public API after taking into consideration all the constraints and the current needs. The [GitHub pull request for the API](https://github.com/documenso/documenso/pull/674) is publicly available on GitHub. You can go through it at your own pace.
+
+## Conclusion
+
+The current architecture and approach work well for our current stage and needs. However, as we continue to grow and evolve, our architecture and approach will likely need to adapt. We monitor API usage and performance regularly and collect feedback from users. This enables us to find areas for improvement, understand our users' needs, and make informed decisions about the next steps.

apps/marketing/contentlayer.config.ts

@@ -12,6 +12,7 @@ export const BlogPost = defineDocumentType(() => ({
     authorName: { type: 'string', required: true },
     authorImage: { type: 'string', required: false },
     authorRole: { type: 'string', required: true },
+    cta: { type: 'boolean', required: false, default: true },
   },
   computedFields: {
     href: { type: 'string', resolve: (post) => `/${post._raw.flattenedPath}` },

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

@@ -1,25 +1,21 @@
 import { ImageResponse } from 'next/og';
-
-import { allBlogPosts } from 'contentlayer/generated';
+import { NextResponse } from 'next/server';
 
 export const runtime = 'edge';
 
-export const contentType = 'image/png';
-
-export const IMAGE_SIZE = {
+const IMAGE_SIZE = {
   width: 1200,
   height: 630,
 };
 
-type BlogPostOpenGraphImageProps = {
-  params: { post: string };
-};
+export async function GET(_request: Request) {
+  const url = new URL(_request.url);
 
-export default async function BlogPostOpenGraphImage({ params }: BlogPostOpenGraphImageProps) {
-  const blogPost = allBlogPosts.find((post) => post._raw.flattenedPath === `blog/${params.post}`);
+  const title = url.searchParams.get('title');
+  const author = url.searchParams.get('author');
 
-  if (!blogPost) {
-    return null;
+  if (!title || !author) {
+    return NextResponse.json({ error: 'Not found' }, { status: 404 });
   }
 
   // The long urls are needed for a compiler optimisation on the Next.js side, lifting this up
@@ -49,10 +45,10 @@ export default async function BlogPostOpenGraphImage({ params }: BlogPostOpenGra
         <img src={logoImage} alt="logo" tw="h-8" />
 
         <h1 tw="mt-8 text-6xl text-center flex items-center justify-center w-full max-w-[800px] font-bold text-center mx-auto">
-          {blogPost.title}
+          {title}
         </h1>
 
-        <p tw="font-normal">Written by {blogPost.authorName}</p>
+        <p tw="font-normal">Written by {author}</p>
       </div>
     ),
     {

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

@@ -7,6 +7,8 @@ import { ChevronLeft } from 'lucide-react';
 import type { MDXComponents } from 'mdx/types';
 import { useMDXComponent } from 'next-contentlayer/hooks';
 
+import { CallToAction } from '~/components/(marketing)/call-to-action';
+
 export const dynamic = 'force-dynamic';
 
 export const generateMetadata = ({ params }: { params: { post: string } }) => {
@@ -18,11 +20,23 @@ export const generateMetadata = ({ params }: { params: { post: string } }) => {
     };
   }
 
+  // Use the url constructor to ensure that things are escaped as they should be
+  const searchParams = new URLSearchParams({
+    title: blogPost.title,
+    author: blogPost.authorName,
+  });
+
   return {
     title: {
       absolute: `${blogPost.title} - Documenso Blog`,
     },
     description: blogPost.description,
+    openGraph: {
+      images: [`${blogPost.href}/opengraph?${searchParams.toString()}`],
+    },
+    twitter: {
+      images: [`${blogPost.href}/opengraph?${searchParams.toString()}`],
+    },
   };
 };
 
@@ -42,53 +56,57 @@ export default function BlogPostPage({ params }: { params: { post: string } }) {
   const MDXContent = useMDXComponent(post.body.code);
 
   return (
-    <article className="prose dark:prose-invert mx-auto py-8">
-      <div className="mb-6 text-center">
-        <time dateTime={post.date} className="text-muted-foreground mb-1 text-xs">
-          {new Date(post.date).toLocaleDateString()}
-        </time>
+    <div>
+      <article className="prose dark:prose-invert mx-auto py-8">
+        <div className="mb-6 text-center">
+          <time dateTime={post.date} className="text-muted-foreground mb-1 text-xs">
+            {new Date(post.date).toLocaleDateString()}
+          </time>
 
-        <h1 className="text-3xl font-bold">{post.title}</h1>
+          <h1 className="text-3xl font-bold">{post.title}</h1>
 
-        <div className="not-prose relative -mt-2 flex items-center gap-x-4 border-b border-t py-4">
-          <div className="bg-foreground h-10 w-10 rounded-full">
-            {post.authorImage && (
-              <img
-                src={post.authorImage}
-                alt={`Image of ${post.authorName}`}
-                className="bg-foreground/10 h-10 w-10 rounded-full"
-              />
-            )}
-          </div>
+          <div className="not-prose relative -mt-2 flex items-center gap-x-4 border-b border-t py-4">
+            <div className="bg-foreground h-10 w-10 rounded-full">
+              {post.authorImage && (
+                <img
+                  src={post.authorImage}
+                  alt={`Image of ${post.authorName}`}
+                  className="bg-foreground/10 h-10 w-10 rounded-full"
+                />
+              )}
+            </div>
 
-          <div className="text-sm leading-6">
-            <p className="text-foreground text-left font-semibold">{post.authorName}</p>
-            <p className="text-muted-foreground">{post.authorRole}</p>
+            <div className="text-sm leading-6">
+              <p className="text-foreground text-left font-semibold">{post.authorName}</p>
+              <p className="text-muted-foreground">{post.authorRole}</p>
+            </div>
           </div>
         </div>
-      </div>
 
-      <MDXContent components={mdxComponents} />
+        <MDXContent components={mdxComponents} />
 
-      {post.tags.length > 0 && (
-        <ul className="not-prose flex list-none flex-row space-x-2 px-0">
-          {post.tags.map((tag, i) => (
-            <li
-              key={`tag-${i}`}
-              className="bg-muted hover:bg-muted/60 text-foreground relative z-10 whitespace-nowrap rounded-full px-3 py-1.5 text-sm font-medium"
-            >
-              {tag}
-            </li>
-          ))}
-        </ul>
-      )}
+        {post.tags.length > 0 && (
+          <ul className="not-prose flex list-none flex-row space-x-2 px-0">
+            {post.tags.map((tag, i) => (
+              <li
+                key={`tag-${i}`}
+                className="bg-muted hover:bg-muted/60 text-foreground relative z-10 whitespace-nowrap rounded-full px-3 py-1.5 text-sm font-medium"
+              >
+                {tag}
+              </li>
+            ))}
+          </ul>
+        )}
 
-      <hr />
+        <hr />
 
-      <Link href="/blog" className="text-muted-foreground flex items-center hover:opacity-60">
-        <ChevronLeft className="mr-2 h-6 w-6" />
-        Back to all posts
-      </Link>
-    </article>
+        <Link href="/blog" className="text-muted-foreground flex items-center hover:opacity-60">
+          <ChevronLeft className="mr-2 h-6 w-6" />
+          Back to all posts
+        </Link>
+      </article>
+
+      {post.cta && <CallToAction className="mt-8" utmSource={`blog_${params.post}`} />}
+    </div>
   );
 }

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

@@ -7,6 +7,7 @@ import { getUserMonthlyGrowth } from '@documenso/lib/server-only/user/get-user-m
 import { FUNDING_RAISED } from '~/app/(marketing)/open/data';
 import { MetricCard } from '~/app/(marketing)/open/metric-card';
 import { SalaryBands } from '~/app/(marketing)/open/salary-bands';
+import { CallToAction } from '~/components/(marketing)/call-to-action';
 
 import { BarMetric } from './bar-metrics';
 import { CapTable } from './cap-table';
@@ -141,114 +142,118 @@ export default async function OpenPage() {
   const MONTHLY_USERS = await getUserMonthlyGrowth();
 
   return (
-    <div className="mx-auto mt-6 max-w-screen-lg sm:mt-12">
-      <div className="flex flex-col items-center justify-center">
-        <h1 className="text-3xl font-bold lg:text-5xl">Open Startup</h1>
+    <div>
+      <div className="mx-auto mt-6 max-w-screen-lg sm:mt-12">
+        <div className="flex flex-col items-center justify-center">
+          <h1 className="text-3xl font-bold lg:text-5xl">Open Startup</h1>
 
-        <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"
-            rel="noreferrer"
-          >
-            Announcing Open Metrics
-          </a>
-        </p>
-      </div>
-
-      <div className="mt-12 grid grid-cols-12 gap-8">
-        <div className="col-span-12 grid grid-cols-4 gap-4">
-          <MetricCard
-            className="col-span-2 lg:col-span-1"
-            title="Stargazers"
-            value={stargazersCount.toLocaleString('en-US')}
-          />
-          <MetricCard
-            className="col-span-2 lg:col-span-1"
-            title="Forks"
-            value={forksCount.toLocaleString('en-US')}
-          />
-          <MetricCard
-            className="col-span-2 lg:col-span-1"
-            title="Open Issues"
-            value={openIssues.toLocaleString('en-US')}
-          />
-          <MetricCard
-            className="col-span-2 lg:col-span-1"
-            title="Merged PR's"
-            value={mergedPullRequests.toLocaleString('en-US')}
-          />
-        </div>
-
-        <TeamMembers className="col-span-12" />
-
-        <SalaryBands className="col-span-12" />
-
-        <FundingRaised data={FUNDING_RAISED} className="col-span-12 lg:col-span-6" />
-
-        <CapTable className="col-span-12 lg:col-span-6" />
-
-        <BarMetric<EarlyAdoptersType>
-          data={EARLY_ADOPTERS_DATA}
-          metricKey="earlyAdopters"
-          title="Early Adopters"
-          label="Early Adopters"
-          className="col-span-12 lg:col-span-6"
-          extraInfo={<OpenPageTooltip />}
-        />
-
-        <BarMetric<StargazersType>
-          data={STARGAZERS_DATA}
-          metricKey="stars"
-          title="Github: Total Stars"
-          label="Stars"
-          className="col-span-12 lg:col-span-6"
-        />
-
-        <BarMetric<StargazersType>
-          data={STARGAZERS_DATA}
-          metricKey="mergedPRs"
-          title="Github: Total Merged PRs"
-          label="Merged PRs"
-          chartHeight={300}
-          className="col-span-12 lg:col-span-6"
-        />
-
-        <BarMetric<StargazersType>
-          data={STARGAZERS_DATA}
-          metricKey="forks"
-          title="Github: Total Forks"
-          label="Forks"
-          chartHeight={300}
-          className="col-span-12 lg:col-span-6"
-        />
-
-        <BarMetric<StargazersType>
-          data={STARGAZERS_DATA}
-          metricKey="openIssues"
-          title="Github: Total Open Issues"
-          label="Open Issues"
-          chartHeight={300}
-          className="col-span-12 lg:col-span-6"
-        />
-
-        <MonthlyTotalUsersChart data={MONTHLY_USERS} className="col-span-12 lg:col-span-6" />
-        <MonthlyNewUsersChart data={MONTHLY_USERS} className="col-span-12 lg:col-span-6" />
-
-        <Typefully className="col-span-12 lg:col-span-6" />
-
-        <div className="col-span-12 mt-12 flex flex-col items-center justify-center">
-          <h2 className="text-2xl font-bold">Where's the rest?</h2>
-
-          <p className="text-muted-foreground mt-4 max-w-[55ch] text-center text-lg leading-normal">
-            We're still working on getting all our metrics together. We'll update this page as soon
-            as we have more to share.
+          <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"
+              rel="noreferrer"
+            >
+              Announcing Open Metrics
+            </a>
           </p>
         </div>
+
+        <div className="mt-12 grid grid-cols-12 gap-8">
+          <div className="col-span-12 grid grid-cols-4 gap-4">
+            <MetricCard
+              className="col-span-2 lg:col-span-1"
+              title="Stargazers"
+              value={stargazersCount.toLocaleString('en-US')}
+            />
+            <MetricCard
+              className="col-span-2 lg:col-span-1"
+              title="Forks"
+              value={forksCount.toLocaleString('en-US')}
+            />
+            <MetricCard
+              className="col-span-2 lg:col-span-1"
+              title="Open Issues"
+              value={openIssues.toLocaleString('en-US')}
+            />
+            <MetricCard
+              className="col-span-2 lg:col-span-1"
+              title="Merged PR's"
+              value={mergedPullRequests.toLocaleString('en-US')}
+            />
+          </div>
+
+          <TeamMembers className="col-span-12" />
+
+          <SalaryBands className="col-span-12" />
+
+          <FundingRaised data={FUNDING_RAISED} className="col-span-12 lg:col-span-6" />
+
+          <CapTable className="col-span-12 lg:col-span-6" />
+
+          <BarMetric<EarlyAdoptersType>
+            data={EARLY_ADOPTERS_DATA}
+            metricKey="earlyAdopters"
+            title="Early Adopters"
+            label="Early Adopters"
+            className="col-span-12 lg:col-span-6"
+            extraInfo={<OpenPageTooltip />}
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="stars"
+            title="Github: Total Stars"
+            label="Stars"
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="mergedPRs"
+            title="Github: Total Merged PRs"
+            label="Merged PRs"
+            chartHeight={300}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="forks"
+            title="Github: Total Forks"
+            label="Forks"
+            chartHeight={300}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="openIssues"
+            title="Github: Total Open Issues"
+            label="Open Issues"
+            chartHeight={300}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <MonthlyTotalUsersChart data={MONTHLY_USERS} className="col-span-12 lg:col-span-6" />
+          <MonthlyNewUsersChart data={MONTHLY_USERS} className="col-span-12 lg:col-span-6" />
+
+          <Typefully className="col-span-12 lg:col-span-6" />
+
+          <div className="col-span-12 mt-12 flex flex-col items-center justify-center">
+            <h2 className="text-2xl font-bold">Where's the rest?</h2>
+
+            <p className="text-muted-foreground mt-4 max-w-[55ch] text-center text-lg leading-normal">
+              We're still working on getting all our metrics together. We'll update this page as
+              soon as we have more to share.
+            </p>
+          </div>
+        </div>
       </div>
+
+      <CallToAction className="mt-12" utmSource="open-page" />
     </div>
   );
 }

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

@@ -161,6 +161,7 @@ export const SinglePlayerClient = () => {
     signingStatus: 'NOT_SIGNED',
     sendStatus: 'NOT_SENT',
     role: 'SIGNER',
+    authOptions: null,
   };
 
   const onFileDrop = async (file: File) => {

apps/marketing/src/components/(marketing)/call-to-action.tsx

@@ -0,0 +1,31 @@
+import Link from 'next/link';
+
+import { NEXT_PUBLIC_WEBAPP_URL } from '@documenso/lib/constants/app';
+import { Button } from '@documenso/ui/primitives/button';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+
+type CallToActionProps = {
+  className?: string;
+  utmSource?: string;
+};
+
+export const CallToAction = ({ className, utmSource = 'generic-cta' }: CallToActionProps) => {
+  return (
+    <Card spotlight className={className}>
+      <CardContent className="flex flex-col items-center justify-center p-12">
+        <h2 className="text-center text-2xl font-bold">Join the Open Signing Movement</h2>
+
+        <p className="text-muted-foreground mt-4 max-w-[55ch] text-center leading-normal">
+          Create your account and start using state-of-the-art document signing. Open and beautiful
+          signing is within your grasp.
+        </p>
+
+        <Button className="mt-8 rounded-full no-underline" size="lg" asChild>
+          <Link href={`${NEXT_PUBLIC_WEBAPP_URL()}/signup?utm_source=${utmSource}`} target="_blank">
+            Get started
+          </Link>
+        </Button>
+      </CardContent>
+    </Card>
+  );
+};

apps/web/package.json

@@ -22,6 +22,8 @@
     "@documenso/trpc": "*",
     "@documenso/ui": "*",
     "@hookform/resolvers": "^3.1.0",
+    "@simplewebauthn/browser": "^9.0.1",
+    "@simplewebauthn/server": "^9.0.3",
     "@tanstack/react-query": "^4.29.5",
     "formidable": "^2.1.1",
     "framer-motion": "^10.12.8",
@@ -51,6 +53,7 @@
   },
   "devDependencies": {
     "@documenso/tailwind-config": "*",
+    "@simplewebauthn/types": "^9.0.1",
     "@types/formidable": "^2.0.6",
     "@types/luxon": "^3.3.1",
     "@types/node": "20.1.0",
@@ -67,4 +70,4 @@
       "next": "$next"
     }
   }
-}
+}

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

@@ -7,7 +7,6 @@ import { useRouter, useSearchParams } from 'next/navigation';
 import {
   type DocumentData,
   type DocumentMeta,
-  DocumentStatus,
   type Field,
   type Recipient,
   type User,
@@ -18,12 +17,12 @@ import { cn } from '@documenso/ui/lib/utils';
 import { Card, CardContent } from '@documenso/ui/primitives/card';
 import { AddFieldsFormPartial } from '@documenso/ui/primitives/document-flow/add-fields';
 import type { TAddFieldsFormSchema } from '@documenso/ui/primitives/document-flow/add-fields.types';
+import { AddSettingsFormPartial } from '@documenso/ui/primitives/document-flow/add-settings';
+import type { TAddSettingsFormSchema } from '@documenso/ui/primitives/document-flow/add-settings.types';
 import { AddSignersFormPartial } from '@documenso/ui/primitives/document-flow/add-signers';
 import type { TAddSignersFormSchema } from '@documenso/ui/primitives/document-flow/add-signers.types';
 import { AddSubjectFormPartial } from '@documenso/ui/primitives/document-flow/add-subject';
 import type { TAddSubjectFormSchema } from '@documenso/ui/primitives/document-flow/add-subject.types';
-import { AddTitleFormPartial } from '@documenso/ui/primitives/document-flow/add-title';
-import type { TAddTitleFormSchema } from '@documenso/ui/primitives/document-flow/add-title.types';
 import { DocumentFlowFormContainer } from '@documenso/ui/primitives/document-flow/document-flow-root';
 import type { DocumentFlowStep } from '@documenso/ui/primitives/document-flow/types';
 import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
@@ -43,8 +42,8 @@ export type EditDocumentFormProps = {
   documentRootPath: string;
 };
 
-type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
-const EditDocumentSteps: EditDocumentStep[] = ['title', 'signers', 'fields', 'subject'];
+type EditDocumentStep = 'settings' | 'signers' | 'fields' | 'subject';
+const EditDocumentSteps: EditDocumentStep[] = ['settings', 'signers', 'fields', 'subject'];
 
 export const EditDocumentForm = ({
   className,
@@ -62,7 +61,8 @@ export const EditDocumentForm = ({
   const searchParams = useSearchParams();
   const team = useOptionalCurrentTeam();
 
-  const { mutateAsync: addTitle } = trpc.document.setTitleForDocument.useMutation();
+  const { mutateAsync: setSettingsForDocument } =
+    trpc.document.setSettingsForDocument.useMutation();
   const { mutateAsync: addFields } = trpc.field.addFields.useMutation();
   const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation();
   const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation();
@@ -70,9 +70,9 @@ export const EditDocumentForm = ({
     trpc.document.setPasswordForDocument.useMutation();
 
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
-    title: {
-      title: 'Add Title',
-      description: 'Add the title to the document.',
+    settings: {
+      title: 'General',
+      description: 'Configure general settings for the document.',
       stepIndex: 1,
     },
     signers: {
@@ -96,8 +96,7 @@ export const EditDocumentForm = ({
     // 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';
+    let initialStep: EditDocumentStep = 'settings';
 
     if (
       searchParamStep &&
@@ -110,13 +109,23 @@ export const EditDocumentForm = ({
     return initialStep;
   });
 
-  const onAddTitleFormSubmit = async (data: TAddTitleFormSchema) => {
+  const onAddSettingsFormSubmit = async (data: TAddSettingsFormSchema) => {
     try {
-      // Custom invocation server action
-      await addTitle({
+      const { timezone, dateFormat, redirectUrl } = data.meta;
+
+      await setSettingsForDocument({
         documentId: document.id,
         teamId: team?.id,
-        title: data.title,
+        data: {
+          title: data.title,
+          globalAccessAuth: data.globalAccessAuth ?? null,
+          globalActionAuth: data.globalActionAuth ?? null,
+        },
+        meta: {
+          timezone,
+          dateFormat,
+          redirectUrl,
+        },
       });
 
       router.refresh();
@@ -127,7 +136,7 @@ export const EditDocumentForm = ({
 
       toast({
         title: 'Error',
-        description: 'An error occurred while updating title.',
+        description: 'An error occurred while updating the general settings.',
         variant: 'destructive',
       });
     }
@@ -139,7 +148,11 @@ export const EditDocumentForm = ({
       await addSigners({
         documentId: document.id,
         teamId: team?.id,
-        signers: data.signers,
+        signers: data.signers.map((signer) => ({
+          ...signer,
+          // Explicitly set to null to indicate we want to remove auth if required.
+          actionAuth: signer.actionAuth || null,
+        })),
       });
 
       router.refresh();
@@ -177,7 +190,7 @@ export const EditDocumentForm = ({
   };
 
   const onAddSubjectFormSubmit = async (data: TAddSubjectFormSchema) => {
-    const { subject, message, timezone, dateFormat, redirectUrl } = data.meta;
+    const { subject, message } = data.meta;
 
     try {
       await sendDocument({
@@ -186,9 +199,6 @@ export const EditDocumentForm = ({
         meta: {
           subject,
           message,
-          dateFormat,
-          timezone,
-          redirectUrl,
         },
       });
 
@@ -245,23 +255,23 @@ export const EditDocumentForm = ({
             currentStep={currentDocumentFlow.stepIndex}
             setCurrentStep={(step) => setStep(EditDocumentSteps[step - 1])}
           >
-            <AddTitleFormPartial
+            <AddSettingsFormPartial
               key={recipients.length}
-              documentFlow={documentFlow.title}
+              documentFlow={documentFlow.settings}
               document={document}
               recipients={recipients}
               fields={fields}
-              onSubmit={onAddTitleFormSubmit}
+              onSubmit={onAddSettingsFormSubmit}
             />
 
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
-              document={document}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddSignersFormSubmit}
             />
+
             <AddFieldsFormPartial
               key={fields.length}
               documentFlow={documentFlow.fields}
@@ -269,6 +279,7 @@ export const EditDocumentForm = ({
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
             />
+
             <AddSubjectFormPartial
               key={recipients.length}
               documentFlow={documentFlow.subject}

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

@@ -1,5 +1,7 @@
 'use client';
 
+import { useState } from 'react';
+
 import { signOut } from 'next-auth/react';
 
 import type { User } from '@documenso/prisma/client';
@@ -16,6 +18,8 @@ import {
   DialogTitle,
   DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 export type DeleteAccountDialogProps = {
@@ -28,6 +32,8 @@ export const DeleteAccountDialog = ({ className, user }: DeleteAccountDialogProp
 
   const hasTwoFactorAuthentication = user.twoFactorEnabled;
 
+  const [enteredEmail, setEnteredEmail] = useState<string>('');
+
   const { mutateAsync: deleteAccount, isLoading: isDeletingAccount } =
     trpc.profile.deleteAccount.useMutation();
 
@@ -76,10 +82,11 @@ export const DeleteAccountDialog = ({ className, user }: DeleteAccountDialogProp
         </div>
 
         <div className="flex-shrink-0">
-          <Dialog>
+          <Dialog onOpenChange={() => setEnteredEmail('')}>
             <DialogTrigger asChild>
               <Button variant="destructive">Delete Account</Button>
             </DialogTrigger>
+
             <DialogContent>
               <DialogHeader className="space-y-4">
                 <DialogTitle>Delete Account</DialogTitle>
@@ -105,12 +112,29 @@ export const DeleteAccountDialog = ({ className, user }: DeleteAccountDialogProp
                 </DialogDescription>
               </DialogHeader>
 
+              {!hasTwoFactorAuthentication && (
+                <div className="mt-4">
+                  <Label>
+                    Please type{' '}
+                    <span className="text-muted-foreground font-semibold">{user.email}</span> to
+                    confirm.
+                  </Label>
+
+                  <Input
+                    type="text"
+                    className="mt-2"
+                    aria-label="Confirm Email"
+                    value={enteredEmail}
+                    onChange={(e) => setEnteredEmail(e.target.value)}
+                  />
+                </div>
+              )}
               <DialogFooter>
                 <Button
                   onClick={onDeleteAccount}
                   loading={isDeletingAccount}
                   variant="destructive"
-                  disabled={hasTwoFactorAuthentication}
+                  disabled={hasTwoFactorAuthentication || enteredEmail !== user.email}
                 >
                   {isDeletingAccount ? 'Deleting account...' : 'Confirm Deletion'}
                 </Button>

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

@@ -15,15 +15,14 @@ export default function SettingsSecurityActivityPage() {
       <SettingsHeader
         title="Security activity"
         subtitle="View all recent security activity related to your account."
+        hideDivider={true}
       >
-        <div>
-          <ActivityPageBackButton />
-        </div>
+        <ActivityPageBackButton />
       </SettingsHeader>
 
-      <hr className="my-4" />
-
-      <UserSecurityActivityDataTable />
+      <div className="mt-4">
+        <UserSecurityActivityDataTable />
+      </div>
     </div>
   );
 }

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

@@ -3,6 +3,7 @@ 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 { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
 import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
 import { Button } from '@documenso/ui/primitives/button';
 
@@ -18,6 +19,8 @@ export const metadata: Metadata = {
 export default async function SecuritySettingsPage() {
   const { user } = await getRequiredServerComponentSession();
 
+  const isPasskeyEnabled = await getServerComponentFlag('app_passkey');
+
   return (
     <div>
       <SettingsHeader
@@ -47,6 +50,25 @@ export default async function SecuritySettingsPage() {
             <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
           </Alert>
 
+          {isPasskeyEnabled && (
+            <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>Passkeys</AlertTitle>
+
+                <AlertDescription className="mr-4">
+                  Allows authenticating using biometrics, password managers, hardware keys, etc.
+                </AlertDescription>
+              </div>
+
+              <Button asChild variant="outline" className="bg-background">
+                <Link href="/settings/security/passkeys">Manage passkeys</Link>
+              </Button>
+            </Alert>
+          )}
+
           {user.twoFactorEnabled && (
             <Alert
               className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
@@ -91,7 +113,7 @@ export default async function SecuritySettingsPage() {
           </AlertDescription>
         </div>
 
-        <Button asChild>
+        <Button asChild variant="outline" className="bg-background">
           <Link href="/settings/security/activity">View activity</Link>
         </Button>
       </Alert>

apps/web/src/app/(dashboard)/settings/security/passkeys/create-passkey-dialog.tsx

@@ -0,0 +1,237 @@
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import type * as DialogPrimitive from '@radix-ui/react-dialog';
+import { startRegistration } from '@simplewebauthn/browser';
+import { KeyRoundIcon } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { match } from 'ts-pattern';
+import { UAParser } from 'ua-parser-js';
+import { z } from 'zod';
+
+import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
+import { AppError } from '@documenso/lib/errors/app-error';
+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 {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type CreatePasskeyDialogProps = {
+  trigger?: React.ReactNode;
+  onSuccess?: () => void;
+} & Omit<DialogPrimitive.DialogProps, 'children'>;
+
+const ZCreatePasskeyFormSchema = z.object({
+  passkeyName: z.string().min(3),
+});
+
+type TCreatePasskeyFormSchema = z.infer<typeof ZCreatePasskeyFormSchema>;
+
+const parser = new UAParser();
+
+export const CreatePasskeyDialog = ({ trigger, onSuccess, ...props }: CreatePasskeyDialogProps) => {
+  const [open, setOpen] = useState(false);
+  const [formError, setFormError] = useState<string | null>(null);
+
+  const { toast } = useToast();
+
+  const form = useForm<TCreatePasskeyFormSchema>({
+    resolver: zodResolver(ZCreatePasskeyFormSchema),
+    defaultValues: {
+      passkeyName: '',
+    },
+  });
+
+  const { mutateAsync: createPasskeyRegistrationOptions, isLoading } =
+    trpc.auth.createPasskeyRegistrationOptions.useMutation();
+
+  const { mutateAsync: createPasskey } = trpc.auth.createPasskey.useMutation();
+
+  const onFormSubmit = async ({ passkeyName }: TCreatePasskeyFormSchema) => {
+    setFormError(null);
+
+    try {
+      const passkeyRegistrationOptions = await createPasskeyRegistrationOptions();
+
+      const registrationResult = await startRegistration(passkeyRegistrationOptions);
+
+      await createPasskey({
+        passkeyName,
+        verificationResponse: registrationResult,
+      });
+
+      toast({
+        description: 'Successfully created passkey',
+        duration: 5000,
+      });
+
+      onSuccess?.();
+      setOpen(false);
+    } catch (err) {
+      if (err.name === 'NotAllowedError') {
+        return;
+      }
+
+      const error = AppError.parseError(err);
+
+      setFormError(err.code || error.code);
+    }
+  };
+
+  const extractDefaultPasskeyName = () => {
+    if (!window || !window.navigator) {
+      return;
+    }
+
+    parser.setUA(window.navigator.userAgent);
+
+    const result = parser.getResult();
+    const operatingSystem = result.os.name;
+    const browser = result.browser.name;
+
+    let passkeyName = '';
+
+    if (operatingSystem && browser) {
+      passkeyName = `${browser} (${operatingSystem})`;
+    }
+
+    return passkeyName;
+  };
+
+  useEffect(() => {
+    if (!open) {
+      const defaultPasskeyName = extractDefaultPasskeyName();
+
+      form.reset({
+        passkeyName: defaultPasskeyName,
+      });
+
+      setFormError(null);
+    }
+  }, [open, form]);
+
+  return (
+    <Dialog
+      {...props}
+      open={open}
+      onOpenChange={(value) => !form.formState.isSubmitting && setOpen(value)}
+    >
+      <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
+        {trigger ?? (
+          <Button variant="secondary" loading={isLoading}>
+            <KeyRoundIcon className="-ml-1 mr-1 h-5 w-5" />
+            Add passkey
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        <DialogHeader>
+          <DialogTitle>Add passkey</DialogTitle>
+
+          <DialogDescription className="mt-4">
+            Passkeys allow you to sign in and authenticate using biometrics, password managers, etc.
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onFormSubmit)}>
+            <fieldset
+              className="flex h-full flex-col space-y-4"
+              disabled={form.formState.isSubmitting}
+            >
+              <FormField
+                control={form.control}
+                name="passkeyName"
+                render={({ field }) => (
+                  <FormItem>
+                    <FormLabel required>Passkey name</FormLabel>
+                    <FormControl>
+                      <Input className="bg-background" placeholder="eg. Mac" {...field} />
+                    </FormControl>
+                    <FormMessage />
+                  </FormItem>
+                )}
+              />
+
+              <Alert variant="neutral">
+                <AlertDescription>
+                  When you click continue, you will be prompted to add the first available
+                  authenticator on your system.
+                </AlertDescription>
+
+                <AlertDescription className="mt-2">
+                  If you do not want to use the authenticator prompted, you can close it, which will
+                  then display the next available authenticator.
+                </AlertDescription>
+              </Alert>
+
+              {formError && (
+                <Alert variant="destructive">
+                  {match(formError)
+                    .with('ERROR_AUTHENTICATOR_PREVIOUSLY_REGISTERED', () => (
+                      <AlertDescription>This passkey has already been registered.</AlertDescription>
+                    ))
+                    .with('TOO_MANY_PASSKEYS', () => (
+                      <AlertDescription>
+                        You cannot have more than {MAXIMUM_PASSKEYS} passkeys.
+                      </AlertDescription>
+                    ))
+                    .with('InvalidStateError', () => (
+                      <>
+                        <AlertTitle className="text-sm">
+                          Passkey creation cancelled due to one of the following reasons:
+                        </AlertTitle>
+                        <AlertDescription>
+                          <ul className="mt-1 list-inside list-disc">
+                            <li>Cancelled by user</li>
+                            <li>Passkey already exists for the provided authenticator</li>
+                            <li>Exceeded timeout</li>
+                          </ul>
+                        </AlertDescription>
+                      </>
+                    ))
+                    .otherwise(() => (
+                      <AlertDescription>
+                        Something went wrong. Please try again or contact support.
+                      </AlertDescription>
+                    ))}
+                </Alert>
+              )}
+
+              <DialogFooter>
+                <Button type="button" variant="secondary" onClick={() => setOpen(false)}>
+                  Cancel
+                </Button>
+
+                <Button type="submit" loading={form.formState.isSubmitting}>
+                  Continue
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

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

@@ -0,0 +1,33 @@
+import type { Metadata } from 'next';
+import { redirect } from 'next/navigation';
+
+import { getServerComponentFlag } from '@documenso/lib/server-only/feature-flags/get-server-component-feature-flag';
+
+import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
+
+import { CreatePasskeyDialog } from './create-passkey-dialog';
+import { UserPasskeysDataTable } from './user-passkeys-data-table';
+
+export const metadata: Metadata = {
+  title: 'Manage passkeys',
+};
+
+export default async function SettingsManagePasskeysPage() {
+  const isPasskeyEnabled = await getServerComponentFlag('app_passkey');
+
+  if (!isPasskeyEnabled) {
+    redirect('/settings/security');
+  }
+
+  return (
+    <div>
+      <SettingsHeader title="Passkeys" subtitle="Manage your passkeys." hideDivider={true}>
+        <CreatePasskeyDialog />
+      </SettingsHeader>
+
+      <div className="mt-4">
+        <UserPasskeysDataTable />
+      </div>
+    </div>
+  );
+}

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

@@ -0,0 +1,202 @@
+import { useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { trpc } from '@documenso/trpc/react';
+import { cn } from '@documenso/ui/lib/utils';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogClose,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type UserPasskeysDataTableActionsProps = {
+  className?: string;
+  passkeyId: string;
+  passkeyName: string;
+};
+
+const ZUpdatePasskeySchema = z.object({
+  name: z.string(),
+});
+
+type TUpdatePasskeySchema = z.infer<typeof ZUpdatePasskeySchema>;
+
+export const UserPasskeysDataTableActions = ({
+  className,
+  passkeyId,
+  passkeyName,
+}: UserPasskeysDataTableActionsProps) => {
+  const { toast } = useToast();
+
+  const [isDeleteDialogOpen, setIsDeleteDialogOpen] = useState(false);
+  const [isUpdateDialogOpen, setIsUpdateDialogOpen] = useState(false);
+
+  const form = useForm<TUpdatePasskeySchema>({
+    resolver: zodResolver(ZUpdatePasskeySchema),
+    defaultValues: {
+      name: passkeyName,
+    },
+  });
+
+  const { mutateAsync: updatePasskey, isLoading: isUpdatingPasskey } =
+    trpc.auth.updatePasskey.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'Passkey has been updated',
+        });
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          description:
+            'We are unable to update this passkey at the moment. Please try again later.',
+          duration: 10000,
+          variant: 'destructive',
+        });
+      },
+    });
+
+  const { mutateAsync: deletePasskey, isLoading: isDeletingPasskey } =
+    trpc.auth.deletePasskey.useMutation({
+      onSuccess: () => {
+        toast({
+          title: 'Success',
+          description: 'Passkey has been removed',
+        });
+      },
+      onError: () => {
+        toast({
+          title: 'Something went wrong',
+          description:
+            'We are unable to remove this passkey at the moment. Please try again later.',
+          duration: 10000,
+          variant: 'destructive',
+        });
+      },
+    });
+
+  return (
+    <div className={cn('flex justify-end space-x-2', className)}>
+      <Dialog
+        open={isUpdateDialogOpen}
+        onOpenChange={(value) => !isUpdatingPasskey && setIsUpdateDialogOpen(value)}
+      >
+        <DialogTrigger onClick={(e) => e.stopPropagation()} asChild>
+          <Button variant="outline">Edit</Button>
+        </DialogTrigger>
+
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>Update passkey</DialogTitle>
+
+            <DialogDescription className="mt-4">
+              You are currently updating the <strong>{passkeyName}</strong> passkey.
+            </DialogDescription>
+          </DialogHeader>
+
+          <Form {...form}>
+            <form
+              onSubmit={form.handleSubmit(async ({ name }) =>
+                updatePasskey({
+                  passkeyId,
+                  name,
+                }),
+              )}
+            >
+              <fieldset className="flex h-full flex-col" disabled={isUpdatingPasskey}>
+                <FormField
+                  control={form.control}
+                  name="name"
+                  render={({ field }) => (
+                    <FormItem className="w-full">
+                      <FormLabel required>Name</FormLabel>
+                      <FormControl>
+                        <Input {...field} />
+                      </FormControl>
+                      <FormMessage />
+                    </FormItem>
+                  )}
+                />
+
+                <DialogFooter className="mt-4">
+                  <DialogClose asChild>
+                    <Button type="button" variant="secondary">
+                      Cancel
+                    </Button>
+                  </DialogClose>
+
+                  <Button type="submit" loading={isUpdatingPasskey}>
+                    Update
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        </DialogContent>
+      </Dialog>
+
+      <Dialog
+        open={isDeleteDialogOpen}
+        onOpenChange={(value) => !isDeletingPasskey && setIsDeleteDialogOpen(value)}
+      >
+        <DialogTrigger onClick={(e) => e.stopPropagation()} asChild={true}>
+          <Button variant="destructive">Delete</Button>
+        </DialogTrigger>
+
+        <DialogContent position="center">
+          <DialogHeader>
+            <DialogTitle>Delete passkey</DialogTitle>
+
+            <DialogDescription className="mt-4">
+              Are you sure you want to remove the <strong>{passkeyName}</strong> passkey.
+            </DialogDescription>
+          </DialogHeader>
+
+          <form
+            onSubmit={(e) => {
+              e.preventDefault();
+
+              void deletePasskey({
+                passkeyId,
+              });
+            }}
+          >
+            <fieldset className="flex h-full flex-col space-y-4" disabled={isDeletingPasskey}>
+              <DialogFooter>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
+                    Cancel
+                  </Button>
+                </DialogClose>
+
+                <Button type="submit" variant="destructive" loading={isDeletingPasskey}>
+                  Delete
+                </Button>
+              </DialogFooter>
+            </fieldset>
+          </form>
+        </DialogContent>
+      </Dialog>
+    </div>
+  );
+};

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

@@ -0,0 +1,120 @@
+'use client';
+
+import { usePathname, useRouter, useSearchParams } from 'next/navigation';
+
+import { DateTime } from 'luxon';
+
+import { useUpdateSearchParams } from '@documenso/lib/client-only/hooks/use-update-search-params';
+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 { UserPasskeysDataTableActions } from './user-passkeys-data-table-actions';
+
+export const UserPasskeysDataTable = () => {
+  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.auth.findPasskeys.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: 'Name',
+          accessorKey: 'name',
+        },
+        {
+          header: 'Created',
+          accessorKey: 'createdAt',
+          cell: ({ row }) => DateTime.fromJSDate(row.original.createdAt).toRelative(),
+        },
+
+        {
+          header: 'Last used',
+          accessorKey: 'updatedAt',
+          cell: ({ row }) =>
+            row.original.lastUsedAt
+              ? DateTime.fromJSDate(row.original.lastUsedAt).toRelative()
+              : 'Never',
+        },
+        {
+          id: 'actions',
+          cell: ({ row }) => (
+            <UserPasskeysDataTableActions
+              className="justify-end"
+              passkeyId={row.original.id}
+              passkeyName={row.original.name}
+            />
+          ),
+        },
+      ]}
+      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>
+              <div className="flex flex-row space-x-2">
+                <Skeleton className="h-8 w-16 rounded" />
+                <Skeleton className="h-8 w-16 rounded" />
+              </div>
+            </TableCell>
+          </>
+        ),
+      }}
+    >
+      {(table) => <DataTablePagination table={table} />}
+    </DataTable>
+  );
+};

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

@@ -6,7 +6,9 @@ import { getServerSession } from 'next-auth';
 import { match } from 'ts-pattern';
 
 import signingCelebration from '@documenso/assets/images/signing-celebration.png';
+import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
 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';
@@ -17,6 +19,7 @@ import { SigningCard3D } from '@documenso/ui/components/signing-card';
 
 import { truncateTitle } from '~/helpers/truncate-title';
 
+import { SigningAuthPageView } from '../signing-auth-page';
 import { DocumentPreviewButton } from './document-preview-button';
 
 export type CompletedSigningPageProps = {
@@ -32,8 +35,11 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const { user } = await getServerComponentSession();
+
   const document = await getDocumentAndSenderByToken({
     token,
+    requireAccessAuth: false,
   }).catch(() => null);
 
   if (!document || !document.documentData) {
@@ -53,6 +59,17 @@ export default async function CompletedSigningPage({
     return notFound();
   }
 
+  const isDocumentAccessValid = await isRecipientAuthorized({
+    type: 'ACCESS',
+    document,
+    recipient,
+    userId: user?.id,
+  });
+
+  if (!isDocumentAccessValid) {
+    return <SigningAuthPageView email={recipient.email} />;
+  }
+
   const signatures = await getRecipientSignatures({ recipientId: recipient.id });
 
   const recipientName =

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

@@ -11,6 +11,8 @@ import {
   convertToLocalSystemFormat,
 } from '@documenso/lib/constants/date-formats';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -53,16 +55,23 @@ export const DateField = ({
 
   const tooltipText = `"${field.customText}" will appear on the document as it has a timezone of "${timezone}".`;
 
-  const onSign = async () => {
+  const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
         value: dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT,
+        authOptions,
       });
 
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({

apps/web/src/app/(signing)/sign/[token]/document-action-auth-account.tsx

@@ -0,0 +1,83 @@
+import { useState } from 'react';
+
+import { DateTime } from 'luxon';
+import { signOut } from 'next-auth/react';
+
+import { RecipientRole } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import { DialogFooter } from '@documenso/ui/primitives/dialog';
+
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuthAccountProps = {
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  actionVerb?: string;
+  onOpenChange: (value: boolean) => void;
+};
+
+export const DocumentActionAuthAccount = ({
+  actionTarget = 'FIELD',
+  actionVerb = 'sign',
+  onOpenChange,
+}: DocumentActionAuthAccountProps) => {
+  const { recipient } = useRequiredDocumentAuthContext();
+
+  const [isSigningOut, setIsSigningOut] = useState(false);
+
+  const { mutateAsync: encryptSecondaryData } = trpc.crypto.encryptSecondaryData.useMutation();
+
+  const handleChangeAccount = async (email: string) => {
+    try {
+      setIsSigningOut(true);
+
+      const encryptedEmail = await encryptSecondaryData({
+        data: email,
+        expiresAt: DateTime.now().plus({ days: 1 }).toMillis(),
+      });
+
+      await signOut({
+        callbackUrl: `/signin?email=${encodeURIComponent(encryptedEmail)}`,
+      });
+    } catch {
+      setIsSigningOut(false);
+
+      // Todo: Alert.
+    }
+  };
+
+  return (
+    <fieldset disabled={isSigningOut} className="space-y-4">
+      <Alert>
+        <AlertDescription>
+          {actionTarget === 'DOCUMENT' && recipient.role === RecipientRole.VIEWER ? (
+            <span>
+              To mark this document as viewed, you need to be logged in as{' '}
+              <strong>{recipient.email}</strong>
+            </span>
+          ) : (
+            <span>
+              To {actionVerb.toLowerCase()} this {actionTarget.toLowerCase()}, you need to be logged
+              in as <strong>{recipient.email}</strong>
+            </span>
+          )}
+        </AlertDescription>
+      </Alert>
+
+      <DialogFooter>
+        <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+          Cancel
+        </Button>
+
+        <Button
+          type="submit"
+          onClick={async () => handleChangeAccount(recipient.email)}
+          loading={isSigningOut}
+        >
+          Login
+        </Button>
+      </DialogFooter>
+    </fieldset>
+  );
+};

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

@@ -0,0 +1,110 @@
+import { useMemo } from 'react';
+
+import { P, match } from 'ts-pattern';
+
+import { RECIPIENT_ROLES_DESCRIPTION } from '@documenso/lib/constants/recipient-roles';
+import {
+  DocumentAuth,
+  type TRecipientActionAuth,
+  type TRecipientActionAuthTypes,
+} from '@documenso/lib/types/document-auth';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import { DocumentActionAuthAccount } from './document-action-auth-account';
+import { DocumentActionAuthPasskey } from './document-action-auth-passkey';
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuthDialogProps = {
+  title?: string;
+  documentAuthType: TRecipientActionAuthTypes;
+  description?: string;
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+
+  /**
+   * The callback to run when the reauth form is filled out.
+   */
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+export const DocumentActionAuthDialog = ({
+  title,
+  description,
+  documentAuthType,
+  actionTarget = 'FIELD',
+  open,
+  onOpenChange,
+  onReauthFormSubmit,
+}: DocumentActionAuthDialogProps) => {
+  const { recipient, user, isCurrentlyAuthenticating } = useRequiredDocumentAuthContext();
+
+  const handleOnOpenChange = (value: boolean) => {
+    if (isCurrentlyAuthenticating) {
+      return;
+    }
+
+    onOpenChange(value);
+  };
+
+  const actionVerb =
+    actionTarget === 'DOCUMENT' ? RECIPIENT_ROLES_DESCRIPTION[recipient.role].actionVerb : 'Sign';
+
+  const defaultTitleDescription = useMemo(() => {
+    if (recipient.role === 'VIEWER' && actionTarget === 'DOCUMENT') {
+      return {
+        title: 'Mark document as viewed',
+        description: 'Reauthentication is required to mark this document as viewed.',
+      };
+    }
+
+    return {
+      title: `${actionVerb} ${actionTarget.toLowerCase()}`,
+      description: `Reauthentication is required to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}`,
+    };
+  }, [recipient.role, actionVerb, actionTarget]);
+
+  return (
+    <Dialog open={open} onOpenChange={handleOnOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>{title || defaultTitleDescription.title}</DialogTitle>
+
+          <DialogDescription>
+            {description || defaultTitleDescription.description}
+          </DialogDescription>
+        </DialogHeader>
+
+        {match({ documentAuthType, user })
+          .with(
+            { documentAuthType: DocumentAuth.ACCOUNT },
+            { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auths requires them to be logged in.
+            () => (
+              <DocumentActionAuthAccount
+                actionVerb={actionVerb}
+                actionTarget={actionTarget}
+                onOpenChange={onOpenChange}
+              />
+            ),
+          )
+          .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (
+            <DocumentActionAuthPasskey
+              actionTarget={actionTarget}
+              actionVerb={actionVerb}
+              open={open}
+              onOpenChange={onOpenChange}
+              onReauthFormSubmit={onReauthFormSubmit}
+            />
+          ))
+          .with({ documentAuthType: DocumentAuth.EXPLICIT_NONE }, () => null)
+          .exhaustive()}
+      </DialogContent>
+    </Dialog>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/document-action-auth-passkey.tsx

@@ -0,0 +1,255 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { browserSupportsWebAuthn, startAuthentication } from '@simplewebauthn/browser';
+import { Loader } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { AppError } from '@documenso/lib/errors/app-error';
+import { DocumentAuth, type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { RecipientRole } 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 { DialogFooter } from '@documenso/ui/primitives/dialog';
+import {
+  Form,
+  FormControl,
+  FormField,
+  FormItem,
+  FormLabel,
+  FormMessage,
+} from '@documenso/ui/primitives/form/form';
+import {
+  Select,
+  SelectContent,
+  SelectItem,
+  SelectTrigger,
+  SelectValue,
+} from '@documenso/ui/primitives/select';
+
+import { CreatePasskeyDialog } from '~/app/(dashboard)/settings/security/passkeys/create-passkey-dialog';
+
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuthPasskeyProps = {
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  actionVerb?: string;
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+const ZPasskeyAuthFormSchema = z.object({
+  passkeyId: z.string(),
+});
+
+type TPasskeyAuthFormSchema = z.infer<typeof ZPasskeyAuthFormSchema>;
+
+export const DocumentActionAuthPasskey = ({
+  actionTarget = 'FIELD',
+  actionVerb = 'sign',
+  onReauthFormSubmit,
+  open,
+  onOpenChange,
+}: DocumentActionAuthPasskeyProps) => {
+  const {
+    recipient,
+    passkeyData,
+    preferredPasskeyId,
+    setPreferredPasskeyId,
+    isCurrentlyAuthenticating,
+    setIsCurrentlyAuthenticating,
+    refetchPasskeys,
+  } = useRequiredDocumentAuthContext();
+
+  const form = useForm<TPasskeyAuthFormSchema>({
+    resolver: zodResolver(ZPasskeyAuthFormSchema),
+    defaultValues: {
+      passkeyId: preferredPasskeyId || '',
+    },
+  });
+
+  const { mutateAsync: createPasskeyAuthenticationOptions } =
+    trpc.auth.createPasskeyAuthenticationOptions.useMutation();
+
+  const [formErrorCode, setFormErrorCode] = useState<string | null>(null);
+
+  const onFormSubmit = async ({ passkeyId }: TPasskeyAuthFormSchema) => {
+    try {
+      setPreferredPasskeyId(passkeyId);
+      setIsCurrentlyAuthenticating(true);
+
+      const { options, tokenReference } = await createPasskeyAuthenticationOptions({
+        preferredPasskeyId: passkeyId,
+      });
+
+      const authenticationResponse = await startAuthentication(options);
+
+      await onReauthFormSubmit({
+        type: DocumentAuth.PASSKEY,
+        authenticationResponse,
+        tokenReference,
+      });
+
+      setIsCurrentlyAuthenticating(false);
+
+      onOpenChange(false);
+    } catch (err) {
+      setIsCurrentlyAuthenticating(false);
+
+      if (err.name === 'NotAllowedError') {
+        return;
+      }
+
+      const error = AppError.parseError(err);
+      setFormErrorCode(error.code);
+
+      // Todo: Alert.
+    }
+  };
+
+  useEffect(() => {
+    form.reset({
+      passkeyId: preferredPasskeyId || '',
+    });
+
+    setFormErrorCode(null);
+  }, [open, form, preferredPasskeyId]);
+
+  if (!browserSupportsWebAuthn()) {
+    return (
+      <div className="space-y-4">
+        <Alert variant="warning">
+          <AlertDescription>
+            Your browser does not support passkeys, which is required to {actionVerb.toLowerCase()}{' '}
+            this {actionTarget.toLowerCase()}.
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Close
+          </Button>
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  if (
+    passkeyData.isInitialLoading ||
+    (passkeyData.isRefetching && passkeyData.passkeys.length === 0)
+  ) {
+    return (
+      <div className="flex h-28 items-center justify-center">
+        <Loader className="text-muted-foreground h-6 w-6 animate-spin" />
+      </div>
+    );
+  }
+
+  if (passkeyData.isError) {
+    return (
+      <div className="h-28 space-y-4">
+        <Alert variant="destructive">
+          <AlertDescription>Something went wrong while loading your passkeys.</AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+
+          <Button type="button" onClick={() => void refetchPasskeys()}>
+            Retry
+          </Button>
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  if (passkeyData.passkeys.length === 0) {
+    return (
+      <div className="space-y-4">
+        <Alert>
+          <AlertDescription>
+            {recipient.role === RecipientRole.VIEWER && actionTarget === 'DOCUMENT'
+              ? 'You need to setup a passkey to mark this document as viewed.'
+              : `You need to setup a passkey to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}.`}
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Cancel
+          </Button>
+
+          <CreatePasskeyDialog
+            onSuccess={async () => refetchPasskeys()}
+            trigger={<Button>Setup</Button>}
+          />
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  return (
+    <Form {...form}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+        <fieldset disabled={isCurrentlyAuthenticating}>
+          <div className="space-y-4">
+            <FormField
+              control={form.control}
+              name="passkeyId"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>Passkey</FormLabel>
+
+                  <FormControl>
+                    <Select {...field} onValueChange={field.onChange}>
+                      <SelectTrigger className="bg-background text-muted-foreground">
+                        <SelectValue
+                          data-testid="documentAccessSelectValue"
+                          placeholder="Select passkey"
+                        />
+                      </SelectTrigger>
+
+                      <SelectContent position="popper">
+                        {passkeyData.passkeys.map((passkey) => (
+                          <SelectItem key={passkey.id} value={passkey.id}>
+                            {passkey.name}
+                          </SelectItem>
+                        ))}
+                      </SelectContent>
+                    </Select>
+                  </FormControl>
+
+                  <FormMessage />
+                </FormItem>
+              )}
+            />
+
+            {formErrorCode && (
+              <Alert variant="destructive">
+                <AlertTitle>Unauthorized</AlertTitle>
+                <AlertDescription>
+                  We were unable to verify your details. Please try again or contact support
+                </AlertDescription>
+              </Alert>
+            )}
+
+            <DialogFooter>
+              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                Cancel
+              </Button>
+
+              <Button type="submit" loading={isCurrentlyAuthenticating}>
+                Sign
+              </Button>
+            </DialogFooter>
+          </div>
+        </fieldset>
+      </form>
+    </Form>
+  );
+};

apps/web/src/app/(signing)/sign/[token]/document-auth-provider.tsx

@@ -0,0 +1,223 @@
+'use client';
+
+import { createContext, useContext, useEffect, useMemo, useState } from 'react';
+
+import { match } from 'ts-pattern';
+
+import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/auth';
+import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
+import type {
+  TDocumentAuthOptions,
+  TRecipientAccessAuthTypes,
+  TRecipientActionAuthTypes,
+  TRecipientAuthOptions,
+} from '@documenso/lib/types/document-auth';
+import { DocumentAuth } from '@documenso/lib/types/document-auth';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import type { Document, Passkey, Recipient, User } from '@documenso/prisma/client';
+import { trpc } from '@documenso/trpc/react';
+
+import type { DocumentActionAuthDialogProps } from './document-action-auth-dialog';
+import { DocumentActionAuthDialog } from './document-action-auth-dialog';
+
+type PasskeyData = {
+  passkeys: Omit<Passkey, 'credentialId' | 'credentialPublicKey'>[];
+  isInitialLoading: boolean;
+  isRefetching: boolean;
+  isError: boolean;
+};
+
+export type DocumentAuthContextValue = {
+  executeActionAuthProcedure: (_value: ExecuteActionAuthProcedureOptions) => Promise<void>;
+  document: Document;
+  documentAuthOption: TDocumentAuthOptions;
+  setDocument: (_value: Document) => void;
+  recipient: Recipient;
+  recipientAuthOption: TRecipientAuthOptions;
+  setRecipient: (_value: Recipient) => void;
+  derivedRecipientAccessAuth: TRecipientAccessAuthTypes | null;
+  derivedRecipientActionAuth: TRecipientActionAuthTypes | null;
+  isAuthRedirectRequired: boolean;
+  isCurrentlyAuthenticating: boolean;
+  setIsCurrentlyAuthenticating: (_value: boolean) => void;
+  passkeyData: PasskeyData;
+  preferredPasskeyId: string | null;
+  setPreferredPasskeyId: (_value: string | null) => void;
+  user?: User | null;
+  refetchPasskeys: () => Promise<void>;
+};
+
+const DocumentAuthContext = createContext<DocumentAuthContextValue | null>(null);
+
+export const useDocumentAuthContext = () => {
+  return useContext(DocumentAuthContext);
+};
+
+export const useRequiredDocumentAuthContext = () => {
+  const context = useDocumentAuthContext();
+
+  if (!context) {
+    throw new Error('Document auth context is required');
+  }
+
+  return context;
+};
+
+export interface DocumentAuthProviderProps {
+  document: Document;
+  recipient: Recipient;
+  user?: User | null;
+  children: React.ReactNode;
+}
+
+export const DocumentAuthProvider = ({
+  document: initialDocument,
+  recipient: initialRecipient,
+  user,
+  children,
+}: DocumentAuthProviderProps) => {
+  const [document, setDocument] = useState(initialDocument);
+  const [recipient, setRecipient] = useState(initialRecipient);
+
+  const [isCurrentlyAuthenticating, setIsCurrentlyAuthenticating] = useState(false);
+  const [preferredPasskeyId, setPreferredPasskeyId] = useState<string | null>(null);
+
+  const {
+    documentAuthOption,
+    recipientAuthOption,
+    derivedRecipientAccessAuth,
+    derivedRecipientActionAuth,
+  } = useMemo(
+    () =>
+      extractDocumentAuthMethods({
+        documentAuth: document.authOptions,
+        recipientAuth: recipient.authOptions,
+      }),
+    [document, recipient],
+  );
+
+  const passkeyQuery = trpc.auth.findPasskeys.useQuery(
+    {
+      perPage: MAXIMUM_PASSKEYS,
+    },
+    {
+      keepPreviousData: true,
+      enabled: derivedRecipientActionAuth === DocumentAuth.PASSKEY,
+    },
+  );
+
+  const passkeyData: PasskeyData = {
+    passkeys: passkeyQuery.data?.data || [],
+    isInitialLoading: passkeyQuery.isInitialLoading,
+    isRefetching: passkeyQuery.isRefetching,
+    isError: passkeyQuery.isError,
+  };
+
+  const [documentAuthDialogPayload, setDocumentAuthDialogPayload] =
+    useState<ExecuteActionAuthProcedureOptions | null>(null);
+
+  /**
+   * The pre calculated auth payload if the current user is authenticated correctly
+   * for the `derivedRecipientActionAuth`.
+   *
+   * Will be `null` if the user still requires authentication, or if they don't need
+   * authentication.
+   */
+  const preCalculatedActionAuthOptions = match(derivedRecipientActionAuth)
+    .with(DocumentAuth.ACCOUNT, () => {
+      if (recipient.email !== user?.email) {
+        return null;
+      }
+
+      return {
+        type: DocumentAuth.ACCOUNT,
+      };
+    })
+    .with(DocumentAuth.EXPLICIT_NONE, () => ({
+      type: DocumentAuth.EXPLICIT_NONE,
+    }))
+    .with(DocumentAuth.PASSKEY, null, () => null)
+    .exhaustive();
+
+  const executeActionAuthProcedure = async (options: ExecuteActionAuthProcedureOptions) => {
+    // Directly run callback if no auth required.
+    if (!derivedRecipientActionAuth) {
+      await options.onReauthFormSubmit();
+      return;
+    }
+
+    // Run callback with precalculated auth options if available.
+    if (preCalculatedActionAuthOptions) {
+      setDocumentAuthDialogPayload(null);
+      await options.onReauthFormSubmit(preCalculatedActionAuthOptions);
+      return;
+    }
+
+    // Request the required auth from the user.
+    setDocumentAuthDialogPayload({
+      ...options,
+    });
+  };
+
+  useEffect(() => {
+    const { passkeys } = passkeyData;
+
+    if (!preferredPasskeyId && passkeys.length > 0) {
+      setPreferredPasskeyId(passkeys[0].id);
+    }
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [passkeyData.passkeys]);
+
+  const isAuthRedirectRequired = Boolean(
+    DOCUMENT_AUTH_TYPES[derivedRecipientActionAuth || '']?.isAuthRedirectRequired &&
+      !preCalculatedActionAuthOptions,
+  );
+
+  const refetchPasskeys = async () => {
+    await passkeyQuery.refetch();
+  };
+
+  return (
+    <DocumentAuthContext.Provider
+      value={{
+        user,
+        document,
+        setDocument,
+        executeActionAuthProcedure,
+        recipient,
+        setRecipient,
+        documentAuthOption,
+        recipientAuthOption,
+        derivedRecipientAccessAuth,
+        derivedRecipientActionAuth,
+        isAuthRedirectRequired,
+        isCurrentlyAuthenticating,
+        setIsCurrentlyAuthenticating,
+        passkeyData,
+        preferredPasskeyId,
+        setPreferredPasskeyId,
+        refetchPasskeys,
+      }}
+    >
+      {children}
+
+      {documentAuthDialogPayload && derivedRecipientActionAuth && (
+        <DocumentActionAuthDialog
+          open={true}
+          onOpenChange={() => setDocumentAuthDialogPayload(null)}
+          onReauthFormSubmit={documentAuthDialogPayload.onReauthFormSubmit}
+          actionTarget={documentAuthDialogPayload.actionTarget}
+          documentAuthType={derivedRecipientActionAuth}
+        />
+      )}
+    </DocumentAuthContext.Provider>
+  );
+};
+
+type ExecuteActionAuthProcedureOptions = Omit<
+  DocumentActionAuthDialogProps,
+  'open' | 'onOpenChange' | 'documentAuthType' | 'recipientRole'
+>;
+
+DocumentAuthProvider.displayName = 'DocumentAuthProvider';

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

@@ -6,6 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -38,17 +40,24 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
-  const onSign = async () => {
+  const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
         value: providedEmail ?? '',
         isBase64: false,
+        authOptions,
       });
 
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({

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

@@ -8,6 +8,7 @@ import { useSession } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
 
 import { useAnalytics } from '@documenso/lib/client-only/hooks/use-analytics';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import { sortFieldsByPosition, validateFieldsInserted } from '@documenso/lib/utils/fields';
 import { type Document, type Field, type Recipient, RecipientRole } from '@documenso/prisma/client';
 import { trpc } from '@documenso/trpc/react';
@@ -19,6 +20,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
 import { SignDialog } from './sign-dialog';
 
@@ -35,6 +37,7 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
   const { data: session } = useSession();
 
   const { fullName, signature, setFullName, setSignature } = useRequiredSigningContext();
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
 
   const [validateUninsertedFields, setValidateUninsertedFields] = useState(false);
 
@@ -64,9 +67,17 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
       return;
     }
 
+    await executeActionAuthProcedure({
+      onReauthFormSubmit: completeDocument,
+      actionTarget: 'DOCUMENT',
+    });
+  };
+
+  const completeDocument = async (authOptions?: TRecipientActionAuth) => {
     await completeDocumentWithToken({
       token: recipient.token,
       documentId: document.id,
+      authOptions,
     });
 
     analytics.capture('App: Recipient has completed signing', {

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

@@ -6,6 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -15,6 +17,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
 import { SigningFieldContainer } from './signing-field-container';
 
@@ -31,6 +34,8 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   const { fullName: providedFullName, setFullName: setProvidedFullName } =
     useRequiredSigningContext();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
@@ -46,9 +51,32 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   const [showFullNameModal, setShowFullNameModal] = useState(false);
   const [localFullName, setLocalFullName] = useState('');
 
-  const onSign = async (source: 'local' | 'provider' = 'provider') => {
+  const onPreSign = () => {
+    if (!providedFullName) {
+      setShowFullNameModal(true);
+      return false;
+    }
+
+    return true;
+  };
+
+  /**
+   * When the user clicks the sign button in the dialog where they enter their full name.
+   */
+  const onDialogSignClick = () => {
+    setShowFullNameModal(false);
+    setProvidedFullName(localFullName);
+
+    void executeActionAuthProcedure({
+      onReauthFormSubmit: async (authOptions) => await onSign(authOptions, localFullName),
+    });
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth, name?: string) => {
     try {
-      if (!providedFullName && !localFullName) {
+      const value = name || providedFullName;
+
+      if (!value) {
         setShowFullNameModal(true);
         return;
       }
@@ -56,18 +84,19 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
       await signFieldWithToken({
         token: recipient.token,
         fieldId: field.id,
-        value: source === 'local' && localFullName ? localFullName : providedFullName ?? '',
+        value,
         isBase64: false,
+        authOptions,
       });
 
-      if (source === 'local' && !providedFullName) {
-        setProvidedFullName(localFullName);
-      }
-
-      setLocalFullName('');
-
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({
@@ -98,7 +127,13 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Name">
+    <SigningFieldContainer
+      field={field}
+      onPreSign={onPreSign}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Name"
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -147,10 +182,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localFullName}
-                onClick={() => {
-                  setShowFullNameModal(false);
-                  void onSign('local');
-                }}
+                onClick={() => onDialogSignClick()}
               >
                 Sign
               </Button>

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

@@ -1,35 +1,24 @@
 import { headers } from 'next/headers';
 import { notFound, redirect } from 'next/navigation';
 
-import { match } from 'ts-pattern';
-
 import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
-import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
-import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
-import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
 import { getServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
 import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document/get-document-by-token';
+import { isRecipientAuthorized } from '@documenso/lib/server-only/document/is-recipient-authorized';
 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 { 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';
+import { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
+import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 
-import { truncateTitle } from '~/helpers/truncate-title';
-
-import { DateField } from './date-field';
-import { EmailField } from './email-field';
-import { SigningForm } from './form';
-import { NameField } from './name-field';
+import { DocumentAuthProvider } from './document-auth-provider';
 import { NoLongerAvailable } from './no-longer-available';
 import { SigningProvider } from './provider';
-import { SignatureField } from './signature-field';
-import { TextField } from './text-field';
+import { SigningAuthPageView } from './signing-auth-page';
+import { SigningPageView } from './signing-page-view';
 
 export type SigningPageProps = {
   params: {
@@ -42,6 +31,8 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
     return notFound();
   }
 
+  const { user } = await getServerComponentSession();
+
   const requestHeaders = Object.fromEntries(headers().entries());
 
   const requestMetadata = extractNextHeaderRequestMetadata(requestHeaders);
@@ -49,21 +40,40 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
   const [document, fields, recipient] = await Promise.all([
     getDocumentAndSenderByToken({
       token,
+      userId: user?.id,
+      requireAccessAuth: false,
     }).catch(() => null),
     getFieldsForToken({ token }),
     getRecipientByToken({ token }).catch(() => null),
-    viewedDocument({ token, requestMetadata }).catch(() => null),
   ]);
 
   if (!document || !document.documentData || !recipient) {
     return notFound();
   }
 
-  const truncatedTitle = truncateTitle(document.title);
+  const { derivedRecipientAccessAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
 
-  const { documentData, documentMeta } = document;
+  const isDocumentAccessValid = await isRecipientAuthorized({
+    type: 'ACCESS',
+    document,
+    recipient,
+    userId: user?.id,
+  });
 
-  const { user } = await getServerComponentSession();
+  if (!isDocumentAccessValid) {
+    return <SigningAuthPageView email={recipient.email} />;
+  }
+
+  await viewedDocument({
+    token,
+    requestMetadata,
+    recipientAccessAuth: derivedRecipientAccessAuth,
+  }).catch(() => null);
+
+  const { documentMeta } = document;
 
   if (
     document.status === DocumentStatus.COMPLETED ||
@@ -109,73 +119,9 @@ export default async function SigningPage({ params: { token } }: SigningPageProp
       fullName={user?.email === recipient.email ? user.name : recipient.name}
       signature={user?.email === recipient.email ? user.signature : undefined}
     >
-      <div className="mx-auto w-full max-w-screen-xl">
-        <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
-          {truncatedTitle}
-        </h1>
-
-        <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{' '}
-            {recipient.role === RecipientRole.VIEWER && 'view'}
-            {recipient.role === RecipientRole.SIGNER && 'sign'}
-            {recipient.role === RecipientRole.APPROVER && 'approve'} this document.
-          </p>
-        </div>
-
-        <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
-          <Card
-            className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
-            gradient
-          >
-            <CardContent className="p-2">
-              <LazyPDFViewer
-                key={documentData.id}
-                documentData={documentData}
-                document={document}
-                password={documentMeta?.password}
-              />
-            </CardContent>
-          </Card>
-
-          <div className="col-span-12 lg:col-span-5 xl:col-span-4">
-            <SigningForm
-              document={document}
-              recipient={recipient}
-              fields={fields}
-              redirectUrl={documentMeta?.redirectUrl}
-            />
-          </div>
-        </div>
-
-        <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
-          {fields.map((field) =>
-            match(field.type)
-              .with(FieldType.SIGNATURE, () => (
-                <SignatureField key={field.id} field={field} recipient={recipient} />
-              ))
-              .with(FieldType.NAME, () => (
-                <NameField key={field.id} field={field} recipient={recipient} />
-              ))
-              .with(FieldType.DATE, () => (
-                <DateField
-                  key={field.id}
-                  field={field}
-                  recipient={recipient}
-                  dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
-                  timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
-                />
-              ))
-              .with(FieldType.EMAIL, () => (
-                <EmailField key={field.id} field={field} recipient={recipient} />
-              ))
-              .with(FieldType.TEXT, () => (
-                <TextField key={field.id} field={field} recipient={recipient} />
-              ))
-              .otherwise(() => null),
-          )}
-        </ElementVisible>
-      </div>
+      <DocumentAuthProvider document={document} recipient={recipient} user={user}>
+        <SigningPageView recipient={recipient} document={document} fields={fields} />
+      </DocumentAuthProvider>
     </SigningProvider>
   );
 }

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

@@ -12,6 +12,8 @@ import {
 
 import { truncateTitle } from '~/helpers/truncate-title';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
 export type SignDialogProps = {
   isSubmitting: boolean;
   document: Document;
@@ -29,12 +31,34 @@ export const SignDialog = ({
   onSignatureComplete,
   role,
 }: SignDialogProps) => {
+  const { executeActionAuthProcedure, isAuthRedirectRequired, isCurrentlyAuthenticating } =
+    useRequiredDocumentAuthContext();
+
   const [showDialog, setShowDialog] = useState(false);
   const truncatedTitle = truncateTitle(document.title);
   const isComplete = fields.every((field) => field.inserted);
 
+  const handleOpenChange = async (open: boolean) => {
+    if (isSubmitting || !isComplete) {
+      return;
+    }
+
+    if (isAuthRedirectRequired) {
+      await executeActionAuthProcedure({
+        actionTarget: 'DOCUMENT',
+        onReauthFormSubmit: () => {
+          // Do nothing since the user should be redirected.
+        },
+      });
+
+      return;
+    }
+
+    setShowDialog(open);
+  };
+
   return (
-    <Dialog open={showDialog && isComplete} onOpenChange={setShowDialog}>
+    <Dialog open={showDialog} onOpenChange={handleOpenChange}>
       <DialogTrigger asChild>
         <Button
           className="w-full"
@@ -80,7 +104,7 @@ export const SignDialog = ({
               type="button"
               className="flex-1"
               disabled={!isComplete}
-              loading={isSubmitting}
+              loading={isSubmitting || isCurrentlyAuthenticating}
               onClick={onSignatureComplete}
             >
               {role === RecipientRole.VIEWER && 'Mark as Viewed'}

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

@@ -1,11 +1,13 @@
 'use client';
 
-import { useEffect, useMemo, useState, useTransition } from 'react';
+import { useMemo, useState, useTransition } from 'react';
 
 import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -15,6 +17,7 @@ import { Label } from '@documenso/ui/primitives/label';
 import { SignaturePad } from '@documenso/ui/primitives/signature-pad';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { useRequiredSigningContext } from './provider';
 import { SigningFieldContainer } from './signing-field-container';
 
@@ -29,9 +32,12 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   const router = useRouter();
 
   const { toast } = useToast();
+
   const { signature: providedSignature, setSignature: setProvidedSignature } =
     useRequiredSigningContext();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
@@ -48,7 +54,6 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
 
   const [showSignatureModal, setShowSignatureModal] = useState(false);
   const [localSignature, setLocalSignature] = useState<string | null>(null);
-  const [isLocalSignatureSet, setIsLocalSignatureSet] = useState(false);
 
   const state = useMemo<SignatureFieldState>(() => {
     if (!field.inserted) {
@@ -62,23 +67,37 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
     return 'signed-text';
   }, [field.inserted, signature?.signatureImageAsBase64]);
 
-  useEffect(() => {
-    if (!showSignatureModal && !isLocalSignatureSet) {
-      setLocalSignature(null);
+  const onPreSign = () => {
+    if (!providedSignature) {
+      setShowSignatureModal(true);
+      return false;
     }
-  }, [showSignatureModal, isLocalSignatureSet]);
 
-  const onSign = async (source: 'local' | 'provider' = 'provider') => {
+    return true;
+  };
+
+  /**
+   * When the user clicks the sign button in the dialog where they enter their signature.
+   */
+  const onDialogSignClick = () => {
+    setShowSignatureModal(false);
+    setProvidedSignature(localSignature);
+
+    if (!localSignature) {
+      return;
+    }
+
+    void executeActionAuthProcedure({
+      onReauthFormSubmit: async (authOptions) => await onSign(authOptions, localSignature),
+    });
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth, signature?: string) => {
     try {
-      if (!providedSignature && !localSignature) {
-        setIsLocalSignatureSet(false);
-        setShowSignatureModal(true);
-        return;
-      }
-
-      const value = source === 'local' && localSignature ? localSignature : providedSignature ?? '';
+      const value = signature || providedSignature;
 
       if (!value) {
+        setShowSignatureModal(true);
         return;
       }
 
@@ -87,16 +106,17 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
         fieldId: field.id,
         value,
         isBase64: true,
+        authOptions,
       });
 
-      if (source === 'local' && !providedSignature) {
-        setProvidedSignature(localSignature);
-      }
-
-      setLocalSignature(null);
-
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({
@@ -127,7 +147,13 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
+    <SigningFieldContainer
+      field={field}
+      onPreSign={onPreSign}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Signature"
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -190,11 +216,7 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localSignature}
-                onClick={() => {
-                  setShowSignatureModal(false);
-                  setIsLocalSignatureSet(true);
-                  void onSign('local');
-                }}
+                onClick={() => onDialogSignClick()}
               >
                 Sign
               </Button>

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

@@ -0,0 +1,67 @@
+'use client';
+
+import { useState } from 'react';
+
+import { DateTime } from 'luxon';
+import { signOut } from 'next-auth/react';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type SigningAuthPageViewProps = {
+  email: string;
+};
+
+export const SigningAuthPageView = ({ email }: SigningAuthPageViewProps) => {
+  const { toast } = useToast();
+
+  const [isSigningOut, setIsSigningOut] = useState(false);
+
+  const { mutateAsync: encryptSecondaryData } = trpc.crypto.encryptSecondaryData.useMutation();
+
+  const handleChangeAccount = async (email: string) => {
+    try {
+      setIsSigningOut(true);
+
+      const encryptedEmail = await encryptSecondaryData({
+        data: email,
+        expiresAt: DateTime.now().plus({ days: 1 }).toMillis(),
+      });
+
+      await signOut({
+        callbackUrl: `/signin?email=${encodeURIComponent(encryptedEmail)}`,
+      });
+    } catch {
+      toast({
+        title: 'Something went wrong',
+        description: 'We were unable to log you out at this time.',
+        duration: 10000,
+        variant: 'destructive',
+      });
+    }
+
+    setIsSigningOut(false);
+  };
+
+  return (
+    <div className="mx-auto flex h-[70vh] w-full max-w-md flex-col items-center justify-center">
+      <div>
+        <h1 className="text-3xl font-semibold">Authentication required</h1>
+
+        <p className="text-muted-foreground mt-2 text-sm">
+          You need to be logged in as <strong>{email}</strong> to view this page.
+        </p>
+
+        <Button
+          className="mt-4 w-full"
+          type="submit"
+          onClick={async () => handleChangeAccount(email)}
+          loading={isSigningOut}
+        >
+          Login
+        </Button>
+      </div>
+    </div>
+  );
+};

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

@@ -2,15 +2,37 @@
 
 import React from 'react';
 
+import { type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { FieldRootContainer } from '@documenso/ui/components/field/field';
 import { Tooltip, TooltipContent, TooltipTrigger } from '@documenso/ui/primitives/tooltip';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
 export type SignatureFieldProps = {
   field: FieldWithSignature;
   loading?: boolean;
   children: React.ReactNode;
-  onSign?: () => Promise<void> | void;
+
+  /**
+   * A function that is called before the field requires to be signed, or reauthed.
+   *
+   * Example, you may want to show a dialog prior to signing where they can enter a value.
+   *
+   * Once that action is complete, you will need to call `executeActionAuthProcedure` to proceed
+   * regardless if it requires reauth or not.
+   *
+   * If the function returns true, we will proceed with the signing process. Otherwise if
+   * false is returned we will not proceed.
+   */
+  onPreSign?: () => Promise<boolean> | boolean;
+
+  /**
+   * The function required to be executed to insert the field.
+   *
+   * The auth values will be passed in if available.
+   */
+  onSign?: (documentAuthValue?: TRecipientActionAuth) => Promise<void> | void;
   onRemove?: () => Promise<void> | void;
   type?: 'Date' | 'Email' | 'Name' | 'Signature';
   tooltipText?: string | null;
@@ -19,18 +41,42 @@ export type SignatureFieldProps = {
 export const SigningFieldContainer = ({
   field,
   loading,
+  onPreSign,
   onSign,
   onRemove,
   children,
   type,
   tooltipText,
 }: SignatureFieldProps) => {
-  const onSignFieldClick = async () => {
-    if (field.inserted) {
+  const { executeActionAuthProcedure, isAuthRedirectRequired } = useRequiredDocumentAuthContext();
+
+  const handleInsertField = async () => {
+    if (field.inserted || !onSign) {
       return;
     }
 
-    await onSign?.();
+    if (isAuthRedirectRequired) {
+      await executeActionAuthProcedure({
+        onReauthFormSubmit: () => {
+          // Do nothing since the user should be redirected.
+        },
+      });
+
+      return;
+    }
+
+    // Handle any presign requirements, and halt if required.
+    if (onPreSign) {
+      const preSignResult = await onPreSign();
+
+      if (preSignResult === false) {
+        return;
+      }
+    }
+
+    await executeActionAuthProcedure({
+      onReauthFormSubmit: onSign,
+    });
   };
 
   const onRemoveSignedFieldClick = async () => {
@@ -47,7 +93,7 @@ export const SigningFieldContainer = ({
         <button
           type="submit"
           className="absolute inset-0 z-10 h-full w-full"
-          onClick={onSignFieldClick}
+          onClick={async () => handleInsertField()}
         />
       )}
 

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

@@ -0,0 +1,102 @@
+import { match } from 'ts-pattern';
+
+import { DEFAULT_DOCUMENT_DATE_FORMAT } from '@documenso/lib/constants/date-formats';
+import { PDF_VIEWER_PAGE_SELECTOR } from '@documenso/lib/constants/pdf-viewer';
+import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import type { DocumentAndSender } from '@documenso/lib/server-only/document/get-document-by-token';
+import type { Field, Recipient } from '@documenso/prisma/client';
+import { FieldType, RecipientRole } from '@documenso/prisma/client';
+import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { ElementVisible } from '@documenso/ui/primitives/element-visible';
+import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
+
+import { truncateTitle } from '~/helpers/truncate-title';
+
+import { DateField } from './date-field';
+import { EmailField } from './email-field';
+import { SigningForm } from './form';
+import { NameField } from './name-field';
+import { SignatureField } from './signature-field';
+import { TextField } from './text-field';
+
+export type SigningPageViewProps = {
+  document: DocumentAndSender;
+  recipient: Recipient;
+  fields: Field[];
+};
+
+export const SigningPageView = ({ document, recipient, fields }: SigningPageViewProps) => {
+  const truncatedTitle = truncateTitle(document.title);
+
+  const { documentData, documentMeta } = document;
+
+  return (
+    <div className="mx-auto w-full max-w-screen-xl">
+      <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+        {truncatedTitle}
+      </h1>
+
+      <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{' '}
+          {recipient.role === RecipientRole.VIEWER && 'view'}
+          {recipient.role === RecipientRole.SIGNER && 'sign'}
+          {recipient.role === RecipientRole.APPROVER && 'approve'} this document.
+        </p>
+      </div>
+
+      <div className="mt-8 grid grid-cols-12 gap-y-8 lg:gap-x-8 lg:gap-y-0">
+        <Card
+          className="col-span-12 rounded-xl before:rounded-xl lg:col-span-7 xl:col-span-8"
+          gradient
+        >
+          <CardContent className="p-2">
+            <LazyPDFViewer
+              key={documentData.id}
+              documentData={documentData}
+              document={document}
+              password={documentMeta?.password}
+            />
+          </CardContent>
+        </Card>
+
+        <div className="col-span-12 lg:col-span-5 xl:col-span-4">
+          <SigningForm
+            document={document}
+            recipient={recipient}
+            fields={fields}
+            redirectUrl={documentMeta?.redirectUrl}
+          />
+        </div>
+      </div>
+
+      <ElementVisible target={PDF_VIEWER_PAGE_SELECTOR}>
+        {fields.map((field) =>
+          match(field.type)
+            .with(FieldType.SIGNATURE, () => (
+              <SignatureField key={field.id} field={field} recipient={recipient} />
+            ))
+            .with(FieldType.NAME, () => (
+              <NameField key={field.id} field={field} recipient={recipient} />
+            ))
+            .with(FieldType.DATE, () => (
+              <DateField
+                key={field.id}
+                field={field}
+                recipient={recipient}
+                dateFormat={documentMeta?.dateFormat ?? DEFAULT_DOCUMENT_DATE_FORMAT}
+                timezone={documentMeta?.timezone ?? DEFAULT_DOCUMENT_TIME_ZONE}
+              />
+            ))
+            .with(FieldType.EMAIL, () => (
+              <EmailField key={field.id} field={field} recipient={recipient} />
+            ))
+            .with(FieldType.TEXT, () => (
+              <TextField key={field.id} field={field} recipient={recipient} />
+            ))
+            .otherwise(() => null),
+        )}
+      </ElementVisible>
+    </div>
+  );
+};

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

@@ -6,6 +6,8 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import type { TRecipientActionAuth } from '@documenso/lib/types/document-auth';
 import type { Recipient } from '@documenso/prisma/client';
 import type { FieldWithSignature } from '@documenso/prisma/types/field-with-signature';
 import { trpc } from '@documenso/trpc/react';
@@ -15,6 +17,7 @@ import { Input } from '@documenso/ui/primitives/input';
 import { Label } from '@documenso/ui/primitives/label';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
 import { SigningFieldContainer } from './signing-field-container';
 
 export type TextFieldProps = {
@@ -27,6 +30,8 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
 
   const { toast } = useToast();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
@@ -41,22 +46,35 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
 
   const [showCustomTextModal, setShowCustomTextModal] = useState(false);
   const [localText, setLocalCustomText] = useState('');
-  const [isLocalSignatureSet, setIsLocalSignatureSet] = useState(false);
 
   useEffect(() => {
-    if (!showCustomTextModal && !isLocalSignatureSet) {
+    if (!showCustomTextModal) {
       setLocalCustomText('');
     }
-  }, [showCustomTextModal, isLocalSignatureSet]);
+  }, [showCustomTextModal]);
 
-  const onSign = async () => {
+  /**
+   * When the user clicks the sign button in the dialog where they enter the text field.
+   */
+  const onDialogSignClick = () => {
+    setShowCustomTextModal(false);
+
+    void executeActionAuthProcedure({
+      onReauthFormSubmit: async (authOptions) => await onSign(authOptions),
+    });
+  };
+
+  const onPreSign = () => {
+    if (!localText) {
+      setShowCustomTextModal(true);
+      return false;
+    }
+
+    return true;
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth) => {
     try {
-      if (!localText) {
-        setIsLocalSignatureSet(false);
-        setShowCustomTextModal(true);
-        return;
-      }
-
       if (!localText) {
         return;
       }
@@ -66,12 +84,19 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
         fieldId: field.id,
         value: localText,
         isBase64: true,
+        authOptions,
       });
 
       setLocalCustomText('');
 
       startTransition(() => router.refresh());
     } catch (err) {
+      const error = AppError.parseError(err);
+
+      if (error.code === AppErrorCode.UNAUTHORIZED) {
+        throw error;
+      }
+
       console.error(err);
 
       toast({
@@ -102,7 +127,13 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
   };
 
   return (
-    <SigningFieldContainer field={field} onSign={onSign} onRemove={onRemove} type="Signature">
+    <SigningFieldContainer
+      field={field}
+      onPreSign={onPreSign}
+      onSign={onSign}
+      onRemove={onRemove}
+      type="Signature"
+    >
       {isLoading && (
         <div className="bg-background absolute inset-0 flex items-center justify-center rounded-md">
           <Loader className="text-primary h-5 w-5 animate-spin md:h-8 md:w-8" />
@@ -149,11 +180,7 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localText}
-                onClick={() => {
-                  setShowCustomTextModal(false);
-                  setIsLocalSignatureSet(true);
-                  void onSign();
-                }}
+                onClick={() => onDialogSignClick()}
               >
                 Save Text
               </Button>

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

@@ -10,7 +10,7 @@ type UnauthenticatedLayoutProps = {
 
 export default function UnauthenticatedLayout({ children }: UnauthenticatedLayoutProps) {
   return (
-    <main className="relative flex min-h-screen flex-col items-center justify-center overflow-hidden  px-4 py-12 md:p-12 lg:p-24">
+    <main className="relative flex min-h-screen flex-col items-center justify-center overflow-hidden px-4 py-12 md:p-12 lg:p-24">
       <div>
         <div className="absolute -inset-[min(600px,max(400px,60vw))] -z-[1] flex items-center justify-center opacity-70">
           <Image

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

@@ -34,7 +34,7 @@ export default function SignUpPage({ searchParams }: SignUpPageProps) {
 
   return (
     <SignUpFormV2
-      className="w-screen max-w-screen-2xl px-4 md:px-16"
+      className="w-screen max-w-screen-2xl px-4 md:px-16 lg:-my-16"
       initialEmail={email || undefined}
       isGoogleSSOEnabled={IS_GOOGLE_SSO_ENABLED}
     />

apps/web/src/components/(dashboard)/layout/menu-switcher.tsx

@@ -93,7 +93,7 @@ export const MenuSwitcher = ({ user, teams: initialTeamsData }: MenuSwitcherProp
         <Button
           data-testid="menu-switcher"
           variant="none"
-          className="relative flex h-12 flex-row items-center px-2 py-2 ring-0 focus-visible:border-0 focus-visible:ring-0"
+          className="relative flex h-12 flex-row items-center px-2 py-2 ring-0 focus:outline-none focus-visible:border-0 focus-visible:ring-0 focus-visible:ring-transparent"
         >
           <AvatarWithText
             avatarFallback={formatAvatarFallback(selectedTeam?.name)}

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

@@ -5,11 +5,18 @@ import { cn } from '@documenso/ui/lib/utils';
 export type SettingsHeaderProps = {
   title: string;
   subtitle: string;
+  hideDivider?: boolean;
   children?: React.ReactNode;
   className?: string;
 };
 
-export const SettingsHeader = ({ children, title, subtitle, className }: SettingsHeaderProps) => {
+export const SettingsHeader = ({
+  children,
+  title,
+  subtitle,
+  className,
+  hideDivider,
+}: SettingsHeaderProps) => {
   return (
     <>
       <div className={cn('flex flex-row items-center justify-between', className)}>
@@ -22,7 +29,7 @@ export const SettingsHeader = ({ children, title, subtitle, className }: Setting
         {children}
       </div>
 
-      <hr className="my-4" />
+      {!hideDivider && <hr className="my-4" />}
     </>
   );
 };

apps/web/src/components/document/document-history-sheet.tsx

@@ -7,6 +7,7 @@ import { match } from 'ts-pattern';
 import { UAParser } from 'ua-parser-js';
 
 import { DOCUMENT_AUDIT_LOG_EMAIL_FORMAT } from '@documenso/lib/constants/document-audit-logs';
+import { DOCUMENT_AUTH_TYPES } from '@documenso/lib/constants/document-auth';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
 import { formatDocumentAuditLogActionString } from '@documenso/lib/utils/document-audit-logs';
 import { trpc } from '@documenso/trpc/react';
@@ -79,7 +80,11 @@ export const DocumentHistorySheet = ({
    * @param text The text to format
    * @returns The formatted text
    */
-  const formatGenericText = (text: string) => {
+  const formatGenericText = (text?: string | null) => {
+    if (!text) {
+      return '';
+    }
+
     return (text.charAt(0).toUpperCase() + text.slice(1).toLowerCase()).replaceAll('_', ' ');
   };
 
@@ -219,6 +224,24 @@ export const DocumentHistorySheet = ({
                       />
                     ),
                   )
+                  .with(
+                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED },
+                    { type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED },
+                    ({ data }) => (
+                      <DocumentHistorySheetChanges
+                        values={[
+                          {
+                            key: 'Old',
+                            value: DOCUMENT_AUTH_TYPES[data.from || '']?.value || 'None',
+                          },
+                          {
+                            key: 'New',
+                            value: DOCUMENT_AUTH_TYPES[data.to || '']?.value || 'None',
+                          },
+                        ]}
+                      />
+                    ),
+                  )
                   .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_META_UPDATED }, ({ data }) => {
                     if (data.changes.length === 0) {
                       return null;
@@ -281,6 +304,7 @@ export const DocumentHistorySheet = ({
                       ]}
                     />
                   ))
+
                   .exhaustive()}
 
                 {isUserDetailsVisible && (

apps/web/src/components/form/form-error-message.tsx

@@ -1,34 +0,0 @@
-import { AnimatePresence, motion } from 'framer-motion';
-
-import { cn } from '@documenso/ui/lib/utils';
-
-export type FormErrorMessageProps = {
-  className?: string;
-  error: { message?: string } | undefined;
-};
-
-export const FormErrorMessage = ({ error, className }: FormErrorMessageProps) => {
-  return (
-    <AnimatePresence>
-      {error && (
-        <motion.p
-          initial={{
-            opacity: 0,
-            y: -10,
-          }}
-          animate={{
-            opacity: 1,
-            y: 0,
-          }}
-          exit={{
-            opacity: 0,
-            y: 10,
-          }}
-          className={cn('text-xs text-red-500', className)}
-        >
-          {error.message}
-        </motion.p>
-      )}
-    </AnimatePresence>
-  );
-};

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

@@ -16,7 +16,8 @@ export const RecoveryCodes = ({ isTwoFactorEnabled }: RecoveryCodesProps) => {
   return (
     <>
       <Button
-        className="flex-shrink-0"
+        variant="outline"
+        className="bg-background flex-shrink-0"
         onClick={() => setIsOpen(true)}
         disabled={!isTwoFactorEnabled}
       >

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

@@ -6,12 +6,18 @@ import Link from 'next/link';
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
+import { browserSupportsWebAuthn, startAuthentication } from '@simplewebauthn/browser';
+import { KeyRoundIcon } from 'lucide-react';
 import { signIn } from 'next-auth/react';
 import { useForm } from 'react-hook-form';
 import { FcGoogle } from 'react-icons/fc';
+import { match } from 'ts-pattern';
 import { z } from 'zod';
 
+import { useFeatureFlags } from '@documenso/lib/client-only/providers/feature-flag';
+import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { ErrorCode, isErrorCode } from '@documenso/lib/next-auth/error-codes';
+import { trpc } from '@documenso/trpc/react';
 import { ZCurrentPasswordSchema } from '@documenso/trpc/server/auth-router/schema';
 import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
@@ -66,14 +72,24 @@ export type SignInFormProps = {
 
 export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: SignInFormProps) => {
   const { toast } = useToast();
+  const { getFlag } = useFeatureFlags();
+
+  const router = useRouter();
+
   const [isTwoFactorAuthenticationDialogOpen, setIsTwoFactorAuthenticationDialogOpen] =
     useState(false);
-  const router = useRouter();
 
   const [twoFactorAuthenticationMethod, setTwoFactorAuthenticationMethod] = useState<
     'totp' | 'backup'
   >('totp');
 
+  const [isPasskeyLoading, setIsPasskeyLoading] = useState(false);
+
+  const isPasskeyEnabled = getFlag('app_passkey');
+
+  const { mutateAsync: createPasskeySigninOptions } =
+    trpc.auth.createPasskeySigninOptions.useMutation();
+
   const form = useForm<TSignInFormSchema>({
     values: {
       email: initialEmail ?? '',
@@ -107,6 +123,63 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
     setTwoFactorAuthenticationMethod(method);
   };
 
+  const onSignInWithPasskey = async () => {
+    if (!browserSupportsWebAuthn()) {
+      toast({
+        title: 'Not supported',
+        description: 'Passkeys are not supported on this browser',
+        duration: 10000,
+        variant: 'destructive',
+      });
+
+      return;
+    }
+
+    try {
+      setIsPasskeyLoading(true);
+
+      const options = await createPasskeySigninOptions();
+
+      const credential = await startAuthentication(options);
+
+      const result = await signIn('webauthn', {
+        credential: JSON.stringify(credential),
+        callbackUrl: LOGIN_REDIRECT_PATH,
+        redirect: false,
+      });
+
+      if (!result?.url || result.error) {
+        throw new AppError(result?.error ?? '');
+      }
+
+      window.location.href = result.url;
+    } catch (err) {
+      setIsPasskeyLoading(false);
+
+      if (err.name === 'NotAllowedError') {
+        return;
+      }
+
+      const error = AppError.parseError(err);
+
+      const errorMessage = match(error.code)
+        .with(
+          AppErrorCode.NOT_SETUP,
+          () =>
+            'This passkey is not configured for this application. Please login and add one in the user settings.',
+        )
+        .with(AppErrorCode.EXPIRED_CODE, () => 'This session has expired. Please try again.')
+        .otherwise(() => 'Please try again later or login using your normal details');
+
+      toast({
+        title: 'Something went wrong',
+        description: errorMessage,
+        duration: 10000,
+        variant: 'destructive',
+      });
+    }
+  };
+
   const onFormSubmit = async ({ email, password, totpCode, backupCode }: TSignInFormSchema) => {
     try {
       const credentials: Record<string, string> = {
@@ -189,7 +262,10 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
         className={cn('flex w-full flex-col gap-y-4', className)}
         onSubmit={form.handleSubmit(onFormSubmit)}
       >
-        <fieldset className="flex w-full flex-col gap-y-4" disabled={isSubmitting}>
+        <fieldset
+          className="flex w-full flex-col gap-y-4"
+          disabled={isSubmitting || isPasskeyLoading}
+        >
           <FormField
             control={form.control}
             name="email"
@@ -217,6 +293,8 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
                   <PasswordInput {...field} />
                 </FormControl>
 
+                <FormMessage />
+
                 <p className="mt-2 text-right">
                   <Link
                     href="/forgot-password"
@@ -225,29 +303,28 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
                     Forgot your password?
                   </Link>
                 </p>
-                <FormMessage />
               </FormItem>
             )}
           />
-        </fieldset>
 
-        <Button
-          type="submit"
-          size="lg"
-          loading={isSubmitting}
-          className="dark:bg-documenso dark:hover:opacity-90"
-        >
-          {isSubmitting ? 'Signing in...' : 'Sign In'}
-        </Button>
+          <Button
+            type="submit"
+            size="lg"
+            loading={isSubmitting}
+            className="dark:bg-documenso dark:hover:opacity-90"
+          >
+            {isSubmitting ? 'Signing in...' : 'Sign In'}
+          </Button>
 
-        {isGoogleSSOEnabled && (
-          <>
+          {(isGoogleSSOEnabled || isPasskeyEnabled) && (
             <div className="relative flex items-center justify-center gap-x-4 py-2 text-xs uppercase">
               <div className="bg-border h-px flex-1" />
               <span className="text-muted-foreground bg-transparent">Or continue with</span>
               <div className="bg-border h-px flex-1" />
             </div>
+          )}
 
+          {isGoogleSSOEnabled && (
             <Button
               type="button"
               size="lg"
@@ -259,8 +336,23 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
               <FcGoogle className="mr-2 h-5 w-5" />
               Google
             </Button>
-          </>
-        )}
+          )}
+
+          {isPasskeyEnabled && (
+            <Button
+              type="button"
+              size="lg"
+              variant="outline"
+              disabled={isSubmitting}
+              loading={isPasskeyLoading}
+              className="bg-background text-muted-foreground border"
+              onClick={onSignInWithPasskey}
+            >
+              {!isPasskeyLoading && <KeyRoundIcon className="-ml-1 mr-1 h-5 w-5" />}
+              Passkey
+            </Button>
+          )}
+        </fieldset>
       </form>
 
       <Dialog

apps/web/src/components/forms/v2/signup.tsx

@@ -108,17 +108,6 @@ export const SignUpFormV2 = ({
   const name = form.watch('name');
   const url = form.watch('url');
 
-  // To continue we need to make sure name, email, password and signature are valid
-  const canContinue =
-    form.formState.dirtyFields.name &&
-    form.formState.errors.name === undefined &&
-    form.formState.dirtyFields.email &&
-    form.formState.errors.email === undefined &&
-    form.formState.dirtyFields.password &&
-    form.formState.errors.password === undefined &&
-    form.formState.dirtyFields.signature &&
-    form.formState.errors.signature === undefined;
-
   const { mutateAsync: signup } = trpc.auth.signup.useMutation();
 
   const onFormSubmit = async ({ name, email, password, signature, url }: TSignUpFormV2Schema) => {
@@ -169,6 +158,14 @@ export const SignUpFormV2 = ({
     }
   };
 
+  const onNextClick = async () => {
+    const valid = await form.trigger(['name', 'email', 'password', 'signature']);
+
+    if (valid) {
+      setStep('CLAIM_USERNAME');
+    }
+  };
+
   const onSignUpWithGoogleClick = async () => {
     try {
       await signIn('google', { callbackUrl: SIGN_UP_REDIRECT_PATH });
@@ -224,7 +221,7 @@ export const SignUpFormV2 = ({
         </div>
       </div>
 
-      <div className="border-border dark:bg-background relative z-10 flex min-h-[min(800px,80vh)] w-full max-w-lg flex-col rounded-xl border bg-neutral-100 p-6">
+      <div className="border-border dark:bg-background relative z-10 flex min-h-[min(850px,80vh)] w-full max-w-lg flex-col rounded-xl border bg-neutral-100 p-6">
         {step === 'BASIC_DETAILS' && (
           <div className="h-20">
             <h1 className="text-xl font-semibold md:text-2xl">Create a new account</h1>
@@ -257,8 +254,8 @@ export const SignUpFormV2 = ({
             {step === 'BASIC_DETAILS' && (
               <fieldset
                 className={cn(
-                  'flex h-[500px] w-full flex-col gap-y-4',
-                  isGoogleSSOEnabled && 'h-[600px]',
+                  'flex h-[550px] w-full flex-col gap-y-4',
+                  isGoogleSSOEnabled && 'h-[650px]',
                 )}
                 disabled={isSubmitting}
               >
@@ -360,8 +357,8 @@ export const SignUpFormV2 = ({
             {step === 'CLAIM_USERNAME' && (
               <fieldset
                 className={cn(
-                  'flex h-[500px] w-full flex-col gap-y-4',
-                  isGoogleSSOEnabled && 'h-[600px]',
+                  'flex h-[550px] w-full flex-col gap-y-4',
+                  isGoogleSSOEnabled && 'h-[650px]',
                 )}
                 disabled={isSubmitting}
               >
@@ -431,9 +428,8 @@ export const SignUpFormV2 = ({
                   type="button"
                   size="lg"
                   className="flex-1 disabled:cursor-not-allowed"
-                  disabled={!canContinue}
                   loading={form.formState.isSubmitting}
-                  onClick={() => setStep('CLAIM_USERNAME')}
+                  onClick={onNextClick}
                 >
                   Next
                 </Button>

package-lock.json

@@ -99,6 +99,8 @@
         "@documenso/trpc": "*",
         "@documenso/ui": "*",
         "@hookform/resolvers": "^3.1.0",
+        "@simplewebauthn/browser": "^9.0.1",
+        "@simplewebauthn/server": "^9.0.3",
         "@tanstack/react-query": "^4.29.5",
         "formidable": "^2.1.1",
         "framer-motion": "^10.12.8",
@@ -128,6 +130,7 @@
       },
       "devDependencies": {
         "@documenso/tailwind-config": "*",
+        "@simplewebauthn/types": "^9.0.1",
         "@types/formidable": "^2.0.6",
         "@types/luxon": "^3.3.1",
         "@types/node": "20.1.0",
@@ -2153,6 +2156,11 @@
         "@hapi/hoek": "^9.0.0"
       }
     },
+    "node_modules/@hexagon/base64": {
+      "version": "1.1.28",
+      "resolved": "https://registry.npmjs.org/@hexagon/base64/-/base64-1.1.28.tgz",
+      "integrity": "sha512-lhqDEAvWixy3bZ+UOYbPwUbBkwBq5C1LAJ/xPC8Oi+lL54oyakv/npbA0aU2hgCsx/1NUd4IBvV03+aUBWxerw=="
+    },
     "node_modules/@hookform/resolvers": {
       "version": "3.3.2",
       "resolved": "https://registry.npmjs.org/@hookform/resolvers/-/resolvers-3.3.2.tgz",
@@ -2765,6 +2773,11 @@
         "node": ">=12"
       }
     },
+    "node_modules/@levischuck/tiny-cbor": {
+      "version": "0.2.2",
+      "resolved": "https://registry.npmjs.org/@levischuck/tiny-cbor/-/tiny-cbor-0.2.2.tgz",
+      "integrity": "sha512-f5CnPw997Y2GQ8FAvtuVVC19FX8mwNNC+1XJcIi16n/LTJifKO6QBgGLgN3YEmqtGMk17SKSuoWES3imJVxAVw=="
+    },
     "node_modules/@manypkg/find-root": {
       "version": "2.2.1",
       "resolved": "https://registry.npmjs.org/@manypkg/find-root/-/find-root-2.2.1.tgz",
@@ -4132,6 +4145,60 @@
         "pako": "^1.0.10"
       }
     },
+    "node_modules/@peculiar/asn1-android": {
+      "version": "2.3.10",
+      "resolved": "https://registry.npmjs.org/@peculiar/asn1-android/-/asn1-android-2.3.10.tgz",
+      "integrity": "sha512-z9Rx9cFJv7UUablZISe7uksNbFJCq13hO0yEAOoIpAymALTLlvUOSLnGiQS7okPaM5dP42oTLhezH6XDXRXjGw==",
+      "dependencies": {
+        "@peculiar/asn1-schema": "^2.3.8",
+        "asn1js": "^3.0.5",
+        "tslib": "^2.6.2"
+      }
+    },
+    "node_modules/@peculiar/asn1-ecc": {
+      "version": "2.3.8",
+      "resolved": "https://registry.npmjs.org/@peculiar/asn1-ecc/-/asn1-ecc-2.3.8.tgz",
+      "integrity": "sha512-Ah/Q15y3A/CtxbPibiLM/LKcMbnLTdUdLHUgdpB5f60sSvGkXzxJCu5ezGTFHogZXWNX3KSmYqilCrfdmBc6pQ==",
+      "dependencies": {
+        "@peculiar/asn1-schema": "^2.3.8",
+        "@peculiar/asn1-x509": "^2.3.8",
+        "asn1js": "^3.0.5",
+        "tslib": "^2.6.2"
+      }
+    },
+    "node_modules/@peculiar/asn1-rsa": {
+      "version": "2.3.8",
+      "resolved": "https://registry.npmjs.org/@peculiar/asn1-rsa/-/asn1-rsa-2.3.8.tgz",
+      "integrity": "sha512-ES/RVEHu8VMYXgrg3gjb1m/XG0KJWnV4qyZZ7mAg7rrF3VTmRbLxO8mk+uy0Hme7geSMebp+Wvi2U6RLLEs12Q==",
+      "dependencies": {
+        "@peculiar/asn1-schema": "^2.3.8",
+        "@peculiar/asn1-x509": "^2.3.8",
+        "asn1js": "^3.0.5",
+        "tslib": "^2.6.2"
+      }
+    },
+    "node_modules/@peculiar/asn1-schema": {
+      "version": "2.3.8",
+      "resolved": "https://registry.npmjs.org/@peculiar/asn1-schema/-/asn1-schema-2.3.8.tgz",
+      "integrity": "sha512-ULB1XqHKx1WBU/tTFIA+uARuRoBVZ4pNdOA878RDrRbBfBGcSzi5HBkdScC6ZbHn8z7L8gmKCgPC1LHRrP46tA==",
+      "dependencies": {
+        "asn1js": "^3.0.5",
+        "pvtsutils": "^1.3.5",
+        "tslib": "^2.6.2"
+      }
+    },
+    "node_modules/@peculiar/asn1-x509": {
+      "version": "2.3.8",
+      "resolved": "https://registry.npmjs.org/@peculiar/asn1-x509/-/asn1-x509-2.3.8.tgz",
+      "integrity": "sha512-voKxGfDU1c6r9mKiN5ZUsZWh3Dy1BABvTM3cimf0tztNwyMJPhiXY94eRTgsMQe6ViLfT6EoXxkWVzcm3mFAFw==",
+      "dependencies": {
+        "@peculiar/asn1-schema": "^2.3.8",
+        "asn1js": "^3.0.5",
+        "ipaddr.js": "^2.1.0",
+        "pvtsutils": "^1.3.5",
+        "tslib": "^2.6.2"
+      }
+    },
     "node_modules/@pkgjs/parseargs": {
       "version": "0.11.0",
       "resolved": "https://registry.npmjs.org/@pkgjs/parseargs/-/parseargs-0.11.0.tgz",
@@ -5793,6 +5860,38 @@
       "resolved": "https://registry.npmjs.org/@sideway/pinpoint/-/pinpoint-2.0.0.tgz",
       "integrity": "sha512-RNiOoTPkptFtSVzQevY/yWtZwf/RxyVnPy/OcA9HBM3MlGDnBEYL5B41H0MTn0Uec8Hi+2qUtTfG2WWZBmMejQ=="
     },
+    "node_modules/@simplewebauthn/browser": {
+      "version": "9.0.1",
+      "resolved": "https://registry.npmjs.org/@simplewebauthn/browser/-/browser-9.0.1.tgz",
+      "integrity": "sha512-wD2WpbkaEP4170s13/HUxPcAV5y4ZXaKo1TfNklS5zDefPinIgXOpgz1kpEvobAsaLPa2KeH7AKKX/od1mrBJw==",
+      "dependencies": {
+        "@simplewebauthn/types": "^9.0.1"
+      }
+    },
+    "node_modules/@simplewebauthn/server": {
+      "version": "9.0.3",
+      "resolved": "https://registry.npmjs.org/@simplewebauthn/server/-/server-9.0.3.tgz",
+      "integrity": "sha512-FMZieoBosrVLFxCnxPFD9Enhd1U7D8nidVDT4MsHc6l4fdVcjoeHjDueeXCloO1k5O/fZg1fsSXXPKbY2XTzDA==",
+      "dependencies": {
+        "@hexagon/base64": "^1.1.27",
+        "@levischuck/tiny-cbor": "^0.2.2",
+        "@peculiar/asn1-android": "^2.3.10",
+        "@peculiar/asn1-ecc": "^2.3.8",
+        "@peculiar/asn1-rsa": "^2.3.8",
+        "@peculiar/asn1-schema": "^2.3.8",
+        "@peculiar/asn1-x509": "^2.3.8",
+        "@simplewebauthn/types": "^9.0.1",
+        "cross-fetch": "^4.0.0"
+      },
+      "engines": {
+        "node": ">=16.0.0"
+      }
+    },
+    "node_modules/@simplewebauthn/types": {
+      "version": "9.0.1",
+      "resolved": "https://registry.npmjs.org/@simplewebauthn/types/-/types-9.0.1.tgz",
+      "integrity": "sha512-tGSRP1QvsAvsJmnOlRQyw/mvK9gnPtjEc5fg2+m8n+QUa+D7rvrKkOYyfpy42GTs90X3RDOnqJgfHt+qO67/+w=="
+    },
     "node_modules/@sindresorhus/slugify": {
       "version": "2.2.1",
       "resolved": "https://registry.npmjs.org/@sindresorhus/slugify/-/slugify-2.2.1.tgz",
@@ -7974,6 +8073,19 @@
       "resolved": "https://registry.npmjs.org/asap/-/asap-2.0.6.tgz",
       "integrity": "sha512-BSHWgDSAiKs50o2Re8ppvp3seVHXSRM44cdSsT9FfNEUUZLOGWVCsiWaRPWM1Znn+mqZ1OfVZ3z3DWEzSp7hRA=="
     },
+    "node_modules/asn1js": {
+      "version": "3.0.5",
+      "resolved": "https://registry.npmjs.org/asn1js/-/asn1js-3.0.5.tgz",
+      "integrity": "sha512-FVnvrKJwpt9LP2lAMl8qZswRNm3T4q9CON+bxldk2iwk3FFpuwhx2FfinyitizWHsVYyaY+y5JzDR0rCMV5yTQ==",
+      "dependencies": {
+        "pvtsutils": "^1.3.2",
+        "pvutils": "^1.1.3",
+        "tslib": "^2.4.0"
+      },
+      "engines": {
+        "node": ">=12.0.0"
+      }
+    },
     "node_modules/ast-types-flow": {
       "version": "0.0.8",
       "resolved": "https://registry.npmjs.org/ast-types-flow/-/ast-types-flow-0.0.8.tgz",
@@ -9321,6 +9433,33 @@
       "integrity": "sha512-dcKFX3jn0MpIaXjisoRvexIJVEKzaq7z2rZKxf+MSr9TkdmHmsU4m2lcLojrj/FHl8mk5VxMmYA+ftRkP/3oKQ==",
       "devOptional": true
     },
+    "node_modules/cross-fetch": {
+      "version": "4.0.0",
+      "resolved": "https://registry.npmjs.org/cross-fetch/-/cross-fetch-4.0.0.tgz",
+      "integrity": "sha512-e4a5N8lVvuLgAWgnCrLr2PP0YyDOTHa9H/Rj54dirp61qXnNq46m82bRhNqIA5VccJtWBvPTFRV3TtvHUKPB1g==",
+      "dependencies": {
+        "node-fetch": "^2.6.12"
+      }
+    },
+    "node_modules/cross-fetch/node_modules/node-fetch": {
+      "version": "2.7.0",
+      "resolved": "https://registry.npmjs.org/node-fetch/-/node-fetch-2.7.0.tgz",
+      "integrity": "sha512-c4FRfUm/dbcWZ7U+1Wq0AwCyFL+3nt2bEw05wfxSz+DWpWsitgmSgYmy2dQdWyKC1694ELPqMs/YzUSNozLt8A==",
+      "dependencies": {
+        "whatwg-url": "^5.0.0"
+      },
+      "engines": {
+        "node": "4.x || >=6.0.0"
+      },
+      "peerDependencies": {
+        "encoding": "^0.1.0"
+      },
+      "peerDependenciesMeta": {
+        "encoding": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/cross-spawn": {
       "version": "7.0.3",
       "resolved": "https://registry.npmjs.org/cross-spawn/-/cross-spawn-7.0.3.tgz",
@@ -12640,6 +12779,14 @@
         "loose-envify": "^1.0.0"
       }
     },
+    "node_modules/ipaddr.js": {
+      "version": "2.1.0",
+      "resolved": "https://registry.npmjs.org/ipaddr.js/-/ipaddr.js-2.1.0.tgz",
+      "integrity": "sha512-LlbxQ7xKzfBusov6UMi4MFpEg0m+mAm9xyNGEduwXMEDuf4WfzB/RZwMVYEd7IKGvh4IUkEXYxtAVu9T3OelJQ==",
+      "engines": {
+        "node": ">= 10"
+      }
+    },
     "node_modules/is-alphabetical": {
       "version": "2.0.1",
       "resolved": "https://registry.npmjs.org/is-alphabetical/-/is-alphabetical-2.0.1.tgz",
@@ -16744,6 +16891,22 @@
         "node": ">=6"
       }
     },
+    "node_modules/pvtsutils": {
+      "version": "1.3.5",
+      "resolved": "https://registry.npmjs.org/pvtsutils/-/pvtsutils-1.3.5.tgz",
+      "integrity": "sha512-ARvb14YB9Nm2Xi6nBq1ZX6dAM0FsJnuk+31aUp4TrcZEdKUlSqOqsxJHUPJDNE3qiIp+iUPEIeR6Je/tgV7zsA==",
+      "dependencies": {
+        "tslib": "^2.6.1"
+      }
+    },
+    "node_modules/pvutils": {
+      "version": "1.1.3",
+      "resolved": "https://registry.npmjs.org/pvutils/-/pvutils-1.1.3.tgz",
+      "integrity": "sha512-pMpnA0qRdFp32b1sJl1wOJNxZLQ2cbQx+k6tjNtZ8CpvVhNqEPRgivZ2WOUev2YMajecdH7ctUPDvEe87nariQ==",
+      "engines": {
+        "node": ">=6.0.0"
+      }
+    },
     "node_modules/qs": {
       "version": "6.11.2",
       "resolved": "https://registry.npmjs.org/qs/-/qs-6.11.2.tgz",

packages/api/v1/api-documentation.tsx

@@ -1,11 +1,30 @@
 'use client';
 
+import { useEffect } from 'react';
+
+import { useTheme } from 'next-themes';
 import SwaggerUI from 'swagger-ui-react';
 import 'swagger-ui-react/swagger-ui.css';
 
 import { OpenAPIV1 } from '@documenso/api/v1/openapi';
 
 export const OpenApiDocsPage = () => {
+  const { resolvedTheme } = useTheme();
+
+  useEffect(() => {
+    const body = document.body;
+
+    if (resolvedTheme === 'dark') {
+      body.classList.add('swagger-dark-theme');
+    } else {
+      body.classList.remove('swagger-dark-theme');
+    }
+
+    return () => {
+      body.classList.remove('swagger-dark-theme');
+    };
+  }, [resolvedTheme]);
+
   return <SwaggerUI spec={OpenAPIV1} displayOperationId={true} />;
 };
 

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

@@ -0,0 +1,97 @@
+import { expect, test } from '@playwright/test';
+
+import { createDocumentAuthOptions } from '@documenso/lib/utils/document-auth';
+import { prisma } from '@documenso/prisma';
+import { seedPendingDocument } from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_AUTH]: should grant access when not required', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const document = await seedPendingDocument(user, [
+    recipientWithAccount,
+    'recipientwithoutaccount@documenso.com',
+  ]);
+
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+  });
+
+  const tokens = recipients.map((recipient) => recipient.token);
+
+  for (const token of tokens) {
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+  }
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow or deny access when required', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const document = await seedPendingDocument(
+    user,
+    [recipientWithAccount, 'recipientwithoutaccount@documenso.com'],
+    {
+      createDocumentOptions: {
+        authOptions: createDocumentAuthOptions({
+          globalAccessAuth: 'ACCOUNT',
+          globalActionAuth: null,
+        }),
+      },
+    },
+  );
+
+  const recipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+  });
+
+  // Check that both are denied access.
+  for (const recipient of recipients) {
+    const { email, token } = recipient;
+
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Authentication required' })).toBeVisible();
+    await expect(page.getByRole('paragraph')).toContainText(email);
+  }
+
+  await apiSignin({
+    page,
+    email: recipientWithAccount.email,
+    redirectPath: '/',
+  });
+
+  // Check that the one logged in is granted access.
+  for (const recipient of recipients) {
+    const { email, token } = recipient;
+
+    await page.goto(`/sign/${token}`);
+
+    // Recipient should be granted access.
+    if (recipient.email === recipientWithAccount.email) {
+      await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+    }
+
+    // Recipient should still be denied.
+    if (recipient.email !== recipientWithAccount.email) {
+      await expect(page.getByRole('heading', { name: 'Authentication required' })).toBeVisible();
+      await expect(page.getByRole('paragraph')).toContainText(email);
+    }
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});

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

@@ -0,0 +1,405 @@
+import { expect, test } from '@playwright/test';
+
+import { ZRecipientAuthOptionsSchema } from '@documenso/lib/types/document-auth';
+import {
+  createDocumentAuthOptions,
+  createRecipientAuthOptions,
+} from '@documenso/lib/utils/document-auth';
+import { FieldType } from '@documenso/prisma/client';
+import {
+  seedPendingDocumentNoFields,
+  seedPendingDocumentWithFullFields,
+} from '@documenso/prisma/seed/documents';
+import { seedTestEmail, seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin, apiSignout } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_AUTH]: should allow signing when no auth setup', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount, seedTestEmail()],
+  });
+
+  // Check that both are granted access.
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow signing with valid global auth', async ({ page }) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  const recipient = recipients[0];
+
+  const { token, Field } = recipient;
+
+  const signUrl = `/sign/${token}`;
+
+  await apiSignin({
+    page,
+    email: recipientWithAccount.email,
+    redirectPath: signUrl,
+  });
+
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  // Add signature.
+  const canvas = page.locator('canvas');
+  const box = await canvas.boundingBox();
+  if (box) {
+    await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+    await page.mouse.down();
+    await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+    await page.mouse.up();
+  }
+
+  for (const field of Field) {
+    await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+    if (field.type === FieldType.TEXT) {
+      await page.getByLabel('Custom Text').fill('TEXT');
+      await page.getByRole('button', { name: 'Save Text' }).click();
+    }
+
+    await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true');
+  }
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await page.getByRole('button', { name: 'Sign' }).click();
+  await page.waitForURL(`${signUrl}/complete`);
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should deny signing document when required for global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentNoFields({
+    owner: user,
+    recipients: [recipientWithAccount],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  const recipient = recipients[0];
+
+  const { token } = recipient;
+
+  await page.goto(`/sign/${token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('paragraph')).toContainText(
+    'Reauthentication is required to sign this document',
+  );
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should deny signing fields when required for global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount, seedTestEmail()],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  // Check that both are denied access.
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+      await expect(page.getByRole('paragraph')).toContainText(
+        'Reauthentication is required to sign this field',
+      );
+      await page.getByRole('button', { name: 'Cancel' }).click();
+    }
+  }
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should allow field signing when required for recipient auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithInheritAuth = await seedUser();
+  const recipientWithExplicitNoneAuth = await seedUser();
+  const recipientWithExplicitAccountAuth = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [
+      recipientWithInheritAuth,
+      recipientWithExplicitNoneAuth,
+      recipientWithExplicitAccountAuth,
+    ],
+    recipientsCreateOptions: [
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: null,
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'EXPLICIT_NONE',
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'ACCOUNT',
+        }),
+      },
+    ],
+    fields: [FieldType.DATE],
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+    const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+    // This document has no global action auth, so only account should require auth.
+    const isAuthRequired = actionAuth === 'ACCOUNT';
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    if (isAuthRequired) {
+      for (const field of Field) {
+        await page.locator(`#field-${field.id}`).getByRole('button').click();
+        await expect(page.getByRole('paragraph')).toContainText(
+          'Reauthentication is required to sign this field',
+        );
+        await page.getByRole('button', { name: 'Cancel' }).click();
+      }
+
+      // Sign in and it should work.
+      await apiSignin({
+        page,
+        email: recipient.email,
+        redirectPath: signUrl,
+      });
+    }
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
+        timeout: 5000,
+      });
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+
+    if (isAuthRequired) {
+      await apiSignout({ page });
+    }
+  }
+});
+
+test('[DOCUMENT_AUTH]: should allow field signing when required for recipient and global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithInheritAuth = await seedUser();
+  const recipientWithExplicitNoneAuth = await seedUser();
+  const recipientWithExplicitAccountAuth = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [
+      recipientWithInheritAuth,
+      recipientWithExplicitNoneAuth,
+      recipientWithExplicitAccountAuth,
+    ],
+    recipientsCreateOptions: [
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: null,
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'EXPLICIT_NONE',
+        }),
+      },
+      {
+        authOptions: createRecipientAuthOptions({
+          accessAuth: null,
+          actionAuth: 'ACCOUNT',
+        }),
+      },
+    ],
+    fields: [FieldType.DATE],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+    const { actionAuth } = ZRecipientAuthOptionsSchema.parse(recipient.authOptions);
+
+    // This document HAS global action auth, so account and inherit should require auth.
+    const isAuthRequired = actionAuth === 'ACCOUNT' || actionAuth === null;
+
+    const signUrl = `/sign/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    if (isAuthRequired) {
+      for (const field of Field) {
+        await page.locator(`#field-${field.id}`).getByRole('button').click();
+        await expect(page.getByRole('paragraph')).toContainText(
+          'Reauthentication is required to sign this field',
+        );
+        await page.getByRole('button', { name: 'Cancel' }).click();
+      }
+
+      // Sign in and it should work.
+      await apiSignin({
+        page,
+        email: recipient.email,
+        redirectPath: signUrl,
+      });
+    }
+
+    // Add signature.
+    const canvas = page.locator('canvas');
+    const box = await canvas.boundingBox();
+    if (box) {
+      await page.mouse.move(box.x + box.width / 2, box.y + box.height / 2);
+      await page.mouse.down();
+      await page.mouse.move(box.x + box.width / 4, box.y + box.height / 4);
+      await page.mouse.up();
+    }
+
+    for (const field of Field) {
+      await page.locator(`#field-${field.id}`).getByRole('button').click();
+
+      if (field.type === FieldType.TEXT) {
+        await page.getByLabel('Custom Text').fill('TEXT');
+        await page.getByRole('button', { name: 'Save Text' }).click();
+      }
+
+      await expect(page.locator(`#field-${field.id}`)).toHaveAttribute('data-inserted', 'true', {
+        timeout: 5000,
+      });
+    }
+
+    await page.getByRole('button', { name: 'Complete' }).click();
+    await page.getByRole('button', { name: 'Sign' }).click();
+    await page.waitForURL(`${signUrl}/complete`);
+
+    if (isAuthRequired) {
+      await apiSignout({ page });
+    }
+  }
+});

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

@@ -0,0 +1,74 @@
+import { expect, test } from '@playwright/test';
+
+import {
+  seedBlankDocument,
+  seedDraftDocument,
+  seedPendingDocument,
+} from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test('[DOCUMENT_FLOW]: add settings', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Set title.
+  await page.getByLabel('Title').fill('New Title');
+
+  // Set access auth.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Set action auth.
+  await page.getByTestId('documentActionSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Return to the settings step to check that the results are saved correctly.
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  // Todo: Verify that the values are correct once we fix the issue where going back
+  // does not show the updated values.
+  // await expect(page.getByLabel('Title')).toContainText('New Title');
+  // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+  // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: title should be disabled depending on document status', async ({ page }) => {
+  const user = await seedUser();
+
+  const pendingDocument = await seedPendingDocument(user, []);
+  const draftDocument = await seedDraftDocument(user, []);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${pendingDocument.id}/edit`,
+  });
+
+  // Should be disabled for pending documents.
+  await expect(page.getByLabel('Title')).toBeDisabled();
+
+  // Should be enabled for draft documents.
+  await page.goto(`/documents/${draftDocument.id}/edit`);
+  await expect(page.getByLabel('Title')).toBeEnabled();
+
+  await unseedUser(user.id);
+});

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

@@ -0,0 +1,63 @@
+import { expect, test } from '@playwright/test';
+
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+// Note: Not complete yet due to issue with back button.
+test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+  await page.getByPlaceholder('Name').fill('Recipient 1');
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('recipient2@documenso.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
+
+  // Display advanced settings.
+  await page.getByLabel('Show advanced settings').click();
+
+  // Navigate to the next step and back.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Todo: Fix stepper component back issue before finishing test.
+
+  // // Expect that the advanced settings is unchecked, since no advanced settings were applied.
+  // await expect(page.getByLabel('Show advanced settings')).toBeChecked({ checked: false });
+
+  // // Add advanced settings for a single recipient.
+  // await page.getByLabel('Show advanced settings').click();
+  // await page.getByRole('combobox').first().click();
+  // await page.getByLabel('Require account').click();
+
+  // // Navigate to the next step and back.
+  // await page.getByRole('button', { name: 'Continue' }).click();
+  // await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  // await page.getByRole('button', { name: 'Go Back' }).click();
+  // await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Expect that the advanced settings is visible, and the checkbox is hidden. Since advanced
+  // settings were applied.
+
+  // Todo: Fix stepper component back issue before finishing test.
+
+  await unseedUser(user.id);
+});

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

@@ -1,8 +1,8 @@
-import type { Page } from '@playwright/test';
+import { type Page } from '@playwright/test';
 
 import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 
-type ManualLoginOptions = {
+type LoginOptions = {
   page: Page;
   email?: string;
   password?: string;
@@ -18,7 +18,7 @@ export const manualLogin = async ({
   email = 'example@documenso.com',
   password = 'password',
   redirectPath,
-}: ManualLoginOptions) => {
+}: LoginOptions) => {
   await page.goto(`${WEBAPP_BASE_URL}/signin`);
 
   await page.getByLabel('Email').click();
@@ -33,9 +33,63 @@ export const manualLogin = async ({
   }
 };
 
-export const manualSignout = async ({ page }: ManualLoginOptions) => {
+export const manualSignout = async ({ page }: LoginOptions) => {
   await page.waitForTimeout(1000);
   await page.getByTestId('menu-switcher').click();
   await page.getByRole('menuitem', { name: 'Sign Out' }).click();
   await page.waitForURL(`${WEBAPP_BASE_URL}/signin`);
 };
+
+export const apiSignin = async ({
+  page,
+  email = 'example@documenso.com',
+  password = 'password',
+  redirectPath = '/',
+}: LoginOptions) => {
+  const { request } = page.context();
+
+  const csrfToken = await getCsrfToken(page);
+
+  await request.post(`${WEBAPP_BASE_URL}/api/auth/callback/credentials`, {
+    form: {
+      email,
+      password,
+      json: true,
+      csrfToken,
+    },
+  });
+
+  if (redirectPath) {
+    await page.goto(`${WEBAPP_BASE_URL}${redirectPath}`);
+  }
+};
+
+export const apiSignout = async ({ page }: { page: Page }) => {
+  const { request } = page.context();
+
+  const csrfToken = await getCsrfToken(page);
+
+  await request.post(`${WEBAPP_BASE_URL}/api/auth/signout`, {
+    form: {
+      csrfToken,
+      json: true,
+    },
+  });
+
+  await page.goto(`${WEBAPP_BASE_URL}/signin`);
+};
+
+const getCsrfToken = async (page: Page) => {
+  const { request } = page.context();
+
+  const response = await request.fetch(`${WEBAPP_BASE_URL}/api/auth/csrf`, {
+    method: 'get',
+  });
+
+  const { csrfToken } = await response.json();
+  if (!csrfToken) {
+    throw new Error('Invalid session');
+  }
+
+  return csrfToken;
+};

packages/app-tests/e2e/pr-718-add-stepper-component.spec.ts

@@ -28,8 +28,8 @@ test(`[PR-718]: should be able to create a document`, async ({ page }) => {
   // Wait to be redirected to the edit page
   await page.waitForURL(/\/documents\/\d+/);
 
-  // Set title
-  await expect(page.getByRole('heading', { name: 'Add Title' })).toBeVisible();
+  // Set general settings
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
   await page.getByLabel('Title').fill(documentTitle);
 

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

@@ -4,14 +4,14 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
 test('[TEAMS]: create team', async ({ page }) => {
   const user = await seedUser();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: user.email,
     redirectPath: '/settings/teams',
@@ -38,7 +38,7 @@ test('[TEAMS]: create team', async ({ page }) => {
 test('[TEAMS]: delete team', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     redirectPath: `/t/${team.url}/settings`,
@@ -56,7 +56,7 @@ test('[TEAMS]: delete team', async ({ page }) => {
 test('[TEAMS]: update team', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
   });

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

@@ -6,7 +6,7 @@ import { seedDocuments, seedTeamDocuments } from '@documenso/prisma/seed/documen
 import { seedTeamEmail, unseedTeam, unseedTeamEmail } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin, manualSignout } from '../fixtures/authentication';
+import { apiSignin, apiSignout } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -30,7 +30,7 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
 
   // Run the test twice, once with the team owner and once with a team member to ensure the counts are the same.
   for (const user of [team.owner, teamMember2]) {
-    await manualLogin({
+    await apiSignin({
       page,
       email: user.email,
       redirectPath: `/t/${team.url}/documents`,
@@ -55,7 +55,7 @@ test('[TEAMS]: check team documents count', async ({ page }) => {
     await checkDocumentTabCount(page, 'Draft', 1);
     await checkDocumentTabCount(page, 'All', 3);
 
-    await manualSignout({ page });
+    await apiSignout({ page });
   }
 
   await unseedTeam(team.url);
@@ -126,7 +126,7 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
 
   // Run the test twice, one with the team owner and once with the team member email to ensure the counts are the same.
   for (const user of [team.owner, teamEmailMember]) {
-    await manualLogin({
+    await apiSignin({
       page,
       email: user.email,
       redirectPath: `/t/${team.url}/documents`,
@@ -151,7 +151,7 @@ test('[TEAMS]: check team documents count with internal team email', async ({ pa
     await checkDocumentTabCount(page, 'Draft', 1);
     await checkDocumentTabCount(page, 'All', 3);
 
-    await manualSignout({ page });
+    await apiSignout({ page });
   }
 
   await unseedTeamEmail({ teamId: team.id });
@@ -216,7 +216,7 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
     },
   ]);
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamMember2.email,
     redirectPath: `/t/${team.url}/documents`,
@@ -248,7 +248,7 @@ test('[TEAMS]: check team documents count with external team email', async ({ pa
 test('[TEAMS]: delete pending team document', async ({ page }) => {
   const { team, teamMember2: currentUser } = await seedTeamDocuments();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: currentUser.email,
     redirectPath: `/t/${team.url}/documents?status=PENDING`,
@@ -266,7 +266,7 @@ test('[TEAMS]: delete pending team document', async ({ page }) => {
 test('[TEAMS]: resend pending team document', async ({ page }) => {
   const { team, teamMember2: currentUser } = await seedTeamDocuments();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: currentUser.email,
     redirectPath: `/t/${team.url}/documents?status=PENDING`,

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

@@ -4,14 +4,14 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamEmailVerification, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
 test('[TEAMS]: send team email request', async ({ page }) => {
   const team = await seedTeam();
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',
@@ -57,7 +57,7 @@ test('[TEAMS]: delete team email', async ({ page }) => {
     createTeamEmail: true,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     redirectPath: `/t/${team.url}/settings`,
@@ -86,7 +86,7 @@ test('[TEAMS]: team email owner removes access', async ({ page }) => {
     email: team.teamEmail.email,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamEmailOwner.email,
     redirectPath: `/settings/teams`,

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

@@ -4,7 +4,7 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamInvite, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedUser } from '@documenso/prisma/seed/users';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -13,7 +13,7 @@ test('[TEAMS]: update team member role', async ({ page }) => {
     createTeamMembers: 1,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',
@@ -75,7 +75,7 @@ test('[TEAMS]: member can leave team', async ({ page }) => {
 
   const teamMember = team.members[1];
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: teamMember.user.email,
     password: 'password',
@@ -97,7 +97,7 @@ test('[TEAMS]: owner cannot leave team', async ({ page }) => {
     createTeamMembers: 1,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',

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

@@ -3,7 +3,7 @@ import { expect, test } from '@playwright/test';
 import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, seedTeamTransfer, unseedTeam } from '@documenso/prisma/seed/teams';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -14,7 +14,7 @@ test('[TEAMS]: initiate and cancel team transfer', async ({ page }) => {
 
   const teamMember = team.members[1];
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: team.owner.email,
     password: 'password',

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

@@ -4,7 +4,7 @@ import { WEBAPP_BASE_URL } from '@documenso/lib/constants/app';
 import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
 import { seedTemplate } from '@documenso/prisma/seed/templates';
 
-import { manualLogin } from '../fixtures/authentication';
+import { apiSignin } from '../fixtures/authentication';
 
 test.describe.configure({ mode: 'parallel' });
 
@@ -36,7 +36,7 @@ test('[TEMPLATES]: view templates', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -81,7 +81,7 @@ test('[TEMPLATES]: delete template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -135,7 +135,7 @@ test('[TEMPLATES]: duplicate template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',
@@ -181,7 +181,7 @@ test('[TEMPLATES]: use template', async ({ page }) => {
     teamId: team.id,
   });
 
-  await manualLogin({
+  await apiSignin({
     page,
     email: owner.email,
     redirectPath: '/templates',

packages/app-tests/e2e/test-delete-user.spec.ts

@@ -16,6 +16,8 @@ test('delete user', async ({ page }) => {
   });
 
   await page.getByRole('button', { name: 'Delete Account' }).click();
+  await page.getByLabel('Confirm Email').fill(user.email);
+  await expect(page.getByRole('button', { name: 'Confirm Deletion' })).not.toBeDisabled();
   await page.getByRole('button', { name: 'Confirm Deletion' }).click();
 
   await page.waitForURL(`${WEBAPP_BASE_URL}/signin`);

packages/lib/constants/auth.ts

@@ -16,10 +16,24 @@ export const USER_SECURITY_AUDIT_LOG_MAP: { [key in UserSecurityAuditLogType]: s
   [UserSecurityAuditLogType.ACCOUNT_PROFILE_UPDATE]: 'Profile updated',
   [UserSecurityAuditLogType.AUTH_2FA_DISABLE]: '2FA Disabled',
   [UserSecurityAuditLogType.AUTH_2FA_ENABLE]: '2FA Enabled',
+  [UserSecurityAuditLogType.PASSKEY_CREATED]: 'Passkey created',
+  [UserSecurityAuditLogType.PASSKEY_DELETED]: 'Passkey deleted',
+  [UserSecurityAuditLogType.PASSKEY_UPDATED]: 'Passkey updated',
   [UserSecurityAuditLogType.PASSWORD_RESET]: 'Password reset',
   [UserSecurityAuditLogType.PASSWORD_UPDATE]: 'Password updated',
   [UserSecurityAuditLogType.SIGN_OUT]: 'Signed Out',
   [UserSecurityAuditLogType.SIGN_IN]: 'Signed In',
   [UserSecurityAuditLogType.SIGN_IN_FAIL]: 'Sign in attempt failed',
+  [UserSecurityAuditLogType.SIGN_IN_PASSKEY_FAIL]: 'Passkey sign in failed',
   [UserSecurityAuditLogType.SIGN_IN_2FA_FAIL]: 'Sign in 2FA attempt failed',
 };
+
+/**
+ * The duration to wait for a passkey to be verified in MS.
+ */
+export const PASSKEY_TIMEOUT = 60000;
+
+/**
+ * The maximum number of passkeys are user can have.
+ */
+export const MAXIMUM_PASSKEYS = 50;

packages/lib/constants/document-auth.ts

@@ -0,0 +1,31 @@
+import type { TDocumentAuth } from '../types/document-auth';
+import { DocumentAuth } from '../types/document-auth';
+
+type DocumentAuthTypeData = {
+  key: TDocumentAuth;
+  value: string;
+
+  /**
+   * Whether this authentication event will require the user to halt and
+   * redirect.
+   *
+   * Defaults to false.
+   */
+  isAuthRedirectRequired?: boolean;
+};
+
+export const DOCUMENT_AUTH_TYPES: Record<string, DocumentAuthTypeData> = {
+  [DocumentAuth.ACCOUNT]: {
+    key: DocumentAuth.ACCOUNT,
+    value: 'Require account',
+    isAuthRedirectRequired: true,
+  },
+  [DocumentAuth.PASSKEY]: {
+    key: DocumentAuth.PASSKEY,
+    value: 'Require passkey',
+  },
+  [DocumentAuth.EXPLICIT_NONE]: {
+    key: DocumentAuth.EXPLICIT_NONE,
+    value: 'None (Overrides global settings)',
+  },
+} satisfies Record<TDocumentAuth, DocumentAuthTypeData>;

packages/lib/constants/feature-flags.ts

@@ -1,6 +1,6 @@
 import { env } from 'next-runtime-env';
 
-import { APP_BASE_URL } from './app';
+import { APP_BASE_URL, WEBAPP_BASE_URL } from './app';
 
 const NEXT_PUBLIC_FEATURE_BILLING_ENABLED = () => env('NEXT_PUBLIC_FEATURE_BILLING_ENABLED');
 const NEXT_PUBLIC_POSTHOG_KEY = () => env('NEXT_PUBLIC_POSTHOG_KEY');
@@ -23,6 +23,7 @@ export const FEATURE_FLAG_POLL_INTERVAL = 30000;
 export const LOCAL_FEATURE_FLAGS: Record<string, boolean> = {
   app_billing: NEXT_PUBLIC_FEATURE_BILLING_ENABLED() === 'true',
   app_document_page_view_history_sheet: false,
+  app_passkey: WEBAPP_BASE_URL === 'http://localhost:3000', // Temp feature flag.
   marketing_header_single_player_mode: false,
   marketing_profiles_announcement_bar: true,
 } as const;

packages/lib/constants/url-regex.ts

@@ -1,2 +1,2 @@
 export const URL_REGEX =
-  /^(https?):\/\/(?:www\.)?[a-zA-Z0-9-]+\.[a-zA-Z0-9()]{2,}(?:\/[a-zA-Z0-9-._?&=/]*)?$/i;
+  /^(https?):\/\/(?:www\.)?(?:[a-zA-Z0-9-]+\.)*[a-zA-Z0-9-]+\.[a-zA-Z0-9()]{2,}(?:\/[a-zA-Z0-9-._?&=/]*)?$/i;

packages/lib/errors/app-error.ts

@@ -137,12 +137,16 @@ export class AppError extends Error {
   }
 
   static parseFromJSONString(jsonString: string): AppError | null {
-    const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
+    try {
+      const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
 
-    if (!parsed.success) {
+      if (!parsed.success) {
+        return null;
+      }
+
+      return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
+    } catch {
       return null;
     }
-
-    return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
   }
 }

packages/lib/next-auth/auth-options.ts

@@ -1,6 +1,7 @@
 /// <reference types="../types/next-auth.d.ts" />
 import { PrismaAdapter } from '@next-auth/prisma-adapter';
 import { compare } from '@node-rs/bcrypt';
+import { verifyAuthenticationResponse } from '@simplewebauthn/server';
 import { DateTime } from 'luxon';
 import type { AuthOptions, Session, User } from 'next-auth';
 import type { JWT } from 'next-auth/jwt';
@@ -12,12 +13,16 @@ import { env } from 'next-runtime-env';
 import { prisma } from '@documenso/prisma';
 import { IdentityProvider, UserSecurityAuditLogType } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../errors/app-error';
 import { isTwoFactorAuthenticationEnabled } from '../server-only/2fa/is-2fa-availble';
 import { validateTwoFactorAuthentication } from '../server-only/2fa/validate-2fa';
 import { getMostRecentVerificationTokenByUserId } from '../server-only/user/get-most-recent-verification-token-by-user-id';
 import { getUserByEmail } from '../server-only/user/get-user-by-email';
 import { sendConfirmationToken } from '../server-only/user/send-confirmation-token';
+import type { TAuthenticationResponseJSONSchema } from '../types/webauthn';
+import { ZAuthenticationResponseJSONSchema } from '../types/webauthn';
 import { extractNextAuthRequestMetadata } from '../universal/extract-request-metadata';
+import { getAuthenticatorOptions } from '../utils/authenticator';
 import { ErrorCode } from './error-codes';
 
 export const NEXT_AUTH_OPTIONS: AuthOptions = {
@@ -131,6 +136,114 @@ export const NEXT_AUTH_OPTIONS: AuthOptions = {
         };
       },
     }),
+    CredentialsProvider({
+      id: 'webauthn',
+      name: 'Keypass',
+      credentials: {
+        csrfToken: { label: 'csrfToken', type: 'csrfToken' },
+      },
+      async authorize(credentials, req) {
+        const csrfToken = credentials?.csrfToken;
+
+        if (typeof csrfToken !== 'string' || csrfToken.length === 0) {
+          throw new AppError(AppErrorCode.INVALID_REQUEST);
+        }
+
+        let requestBodyCrediential: TAuthenticationResponseJSONSchema | null = null;
+
+        try {
+          const parsedBodyCredential = JSON.parse(req.body?.credential);
+          requestBodyCrediential = ZAuthenticationResponseJSONSchema.parse(parsedBodyCredential);
+        } catch {
+          throw new AppError(AppErrorCode.INVALID_REQUEST);
+        }
+
+        const challengeToken = await prisma.anonymousVerificationToken
+          .delete({
+            where: {
+              id: csrfToken,
+            },
+          })
+          .catch(() => null);
+
+        if (!challengeToken) {
+          return null;
+        }
+
+        if (challengeToken.expiresAt < new Date()) {
+          throw new AppError(AppErrorCode.EXPIRED_CODE);
+        }
+
+        const passkey = await prisma.passkey.findFirst({
+          where: {
+            credentialId: Buffer.from(requestBodyCrediential.id, 'base64'),
+          },
+          include: {
+            User: {
+              select: {
+                id: true,
+                email: true,
+                name: true,
+                emailVerified: true,
+              },
+            },
+          },
+        });
+
+        if (!passkey) {
+          throw new AppError(AppErrorCode.NOT_SETUP);
+        }
+
+        const user = passkey.User;
+
+        const { rpId, origin } = getAuthenticatorOptions();
+
+        const verification = await verifyAuthenticationResponse({
+          response: requestBodyCrediential,
+          expectedChallenge: challengeToken.token,
+          expectedOrigin: origin,
+          expectedRPID: rpId,
+          authenticator: {
+            credentialID: new Uint8Array(Array.from(passkey.credentialId)),
+            credentialPublicKey: new Uint8Array(passkey.credentialPublicKey),
+            counter: Number(passkey.counter),
+          },
+        }).catch(() => null);
+
+        const requestMetadata = extractNextAuthRequestMetadata(req);
+
+        // Explicit success state to reduce chances of bugs.
+        if (verification?.verified === true) {
+          await prisma.passkey.update({
+            where: {
+              id: passkey.id,
+            },
+            data: {
+              lastUsedAt: new Date(),
+              counter: verification.authenticationInfo.newCounter,
+            },
+          });
+
+          return {
+            id: Number(user.id),
+            email: user.email,
+            name: user.name,
+            emailVerified: user.emailVerified?.toISOString() ?? null,
+          } satisfies User;
+        }
+
+        await prisma.userSecurityAuditLog.create({
+          data: {
+            userId: user.id,
+            ipAddress: requestMetadata.ipAddress,
+            userAgent: requestMetadata.userAgent,
+            type: UserSecurityAuditLogType.SIGN_IN_PASSKEY_FAIL,
+          },
+        });
+
+        return null;
+      },
+    }),
   ],
   callbacks: {
     async jwt({ token, user, trigger, account }) {

packages/lib/server-only/auth/create-passkey-authentication-options.ts

@@ -0,0 +1,76 @@
+import { generateAuthenticationOptions } from '@simplewebauthn/server';
+import type { AuthenticatorTransportFuture } from '@simplewebauthn/types';
+import { DateTime } from 'luxon';
+
+import { prisma } from '@documenso/prisma';
+import type { Passkey } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeyAuthenticationOptions = {
+  userId: number;
+
+  /**
+   * The ID of the passkey to request authentication for.
+   *
+   * If not set, we allow the browser client to handle choosing.
+   */
+  preferredPasskeyId?: string;
+};
+
+export const createPasskeyAuthenticationOptions = async ({
+  userId,
+  preferredPasskeyId,
+}: CreatePasskeyAuthenticationOptions) => {
+  const { rpId, timeout } = getAuthenticatorOptions();
+
+  let preferredPasskey: Pick<Passkey, 'credentialId' | 'transports'> | null = null;
+
+  if (preferredPasskeyId) {
+    preferredPasskey = await prisma.passkey.findFirst({
+      where: {
+        userId,
+        id: preferredPasskeyId,
+      },
+      select: {
+        credentialId: true,
+        transports: true,
+      },
+    });
+
+    if (!preferredPasskey) {
+      throw new AppError(AppErrorCode.NOT_FOUND, 'Requested passkey not found');
+    }
+  }
+
+  const options = await generateAuthenticationOptions({
+    rpID: rpId,
+    userVerification: 'preferred',
+    timeout,
+    allowCredentials: preferredPasskey
+      ? [
+          {
+            id: preferredPasskey.credentialId,
+            type: 'public-key',
+            // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+            transports: preferredPasskey.transports as AuthenticatorTransportFuture[],
+          },
+        ]
+      : undefined,
+  });
+
+  const { secondaryId } = await prisma.verificationToken.create({
+    data: {
+      userId,
+      token: options.challenge,
+      expires: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+  });
+
+  return {
+    tokenReference: secondaryId,
+    options,
+  };
+};

packages/lib/server-only/auth/create-passkey-registration-options.ts

@@ -0,0 +1,58 @@
+import { generateRegistrationOptions } from '@simplewebauthn/server';
+import type { AuthenticatorTransportFuture } from '@simplewebauthn/types';
+import { DateTime } from 'luxon';
+
+import { prisma } from '@documenso/prisma';
+
+import { PASSKEY_TIMEOUT } from '../../constants/auth';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeyRegistrationOptions = {
+  userId: number;
+};
+
+export const createPasskeyRegistrationOptions = async ({
+  userId,
+}: CreatePasskeyRegistrationOptions) => {
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+    select: {
+      name: true,
+      email: true,
+      passkeys: true,
+    },
+  });
+
+  const { passkeys } = user;
+
+  const { rpName, rpId: rpID } = getAuthenticatorOptions();
+
+  const options = await generateRegistrationOptions({
+    rpName,
+    rpID,
+    userID: userId.toString(),
+    userName: user.email,
+    userDisplayName: user.name ?? undefined,
+    timeout: PASSKEY_TIMEOUT,
+    attestationType: 'none',
+    excludeCredentials: passkeys.map((passkey) => ({
+      id: passkey.credentialId,
+      type: 'public-key',
+      // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+      transports: passkey.transports as AuthenticatorTransportFuture[],
+    })),
+  });
+
+  await prisma.verificationToken.create({
+    data: {
+      userId,
+      token: options.challenge,
+      expires: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+  });
+
+  return options;
+};

packages/lib/server-only/auth/create-passkey-signin-options.ts

@@ -0,0 +1,41 @@
+import { generateAuthenticationOptions } from '@simplewebauthn/server';
+import { DateTime } from 'luxon';
+
+import { prisma } from '@documenso/prisma';
+
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeySigninOptions = {
+  sessionId: string;
+};
+
+export const createPasskeySigninOptions = async ({ sessionId }: CreatePasskeySigninOptions) => {
+  const { rpId, timeout } = getAuthenticatorOptions();
+
+  const options = await generateAuthenticationOptions({
+    rpID: rpId,
+    userVerification: 'preferred',
+    timeout,
+  });
+
+  const { challenge } = options;
+
+  await prisma.anonymousVerificationToken.upsert({
+    where: {
+      id: sessionId,
+    },
+    update: {
+      token: challenge,
+      expiresAt: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      createdAt: new Date(),
+    },
+    create: {
+      id: sessionId,
+      token: challenge,
+      expiresAt: DateTime.now().plus({ minutes: 2 }).toJSDate(),
+      createdAt: new Date(),
+    },
+  });
+
+  return options;
+};

packages/lib/server-only/auth/create-passkey.ts

@@ -0,0 +1,106 @@
+import { verifyRegistrationResponse } from '@simplewebauthn/server';
+import type { RegistrationResponseJSON } from '@simplewebauthn/types';
+
+import { prisma } from '@documenso/prisma';
+import { UserSecurityAuditLogType } from '@documenso/prisma/client';
+
+import { MAXIMUM_PASSKEYS } from '../../constants/auth';
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+
+type CreatePasskeyOptions = {
+  userId: number;
+  passkeyName: string;
+  verificationResponse: RegistrationResponseJSON;
+  requestMetadata?: RequestMetadata;
+};
+
+export const createPasskey = async ({
+  userId,
+  passkeyName,
+  verificationResponse,
+  requestMetadata,
+}: CreatePasskeyOptions) => {
+  const { _count } = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+    include: {
+      _count: {
+        select: {
+          passkeys: true,
+        },
+      },
+    },
+  });
+
+  if (_count.passkeys >= MAXIMUM_PASSKEYS) {
+    throw new AppError('TOO_MANY_PASSKEYS');
+  }
+
+  const verificationToken = await prisma.verificationToken.findFirst({
+    where: {
+      userId,
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+    orderBy: {
+      createdAt: 'desc',
+    },
+  });
+
+  if (!verificationToken) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Challenge token not found');
+  }
+
+  await prisma.verificationToken.deleteMany({
+    where: {
+      userId,
+      identifier: 'PASSKEY_CHALLENGE',
+    },
+  });
+
+  if (verificationToken.expires < new Date()) {
+    throw new AppError(AppErrorCode.EXPIRED_CODE, 'Challenge token expired');
+  }
+
+  const { rpId: expectedRPID, origin: expectedOrigin } = getAuthenticatorOptions();
+
+  const verification = await verifyRegistrationResponse({
+    response: verificationResponse,
+    expectedChallenge: verificationToken.token,
+    expectedOrigin,
+    expectedRPID,
+  });
+
+  if (!verification.verified || !verification.registrationInfo) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Verification failed');
+  }
+
+  const { credentialPublicKey, credentialID, counter, credentialDeviceType, credentialBackedUp } =
+    verification.registrationInfo;
+
+  await prisma.$transaction(async (tx) => {
+    await tx.passkey.create({
+      data: {
+        userId,
+        name: passkeyName,
+        credentialId: Buffer.from(credentialID),
+        credentialPublicKey: Buffer.from(credentialPublicKey),
+        counter,
+        credentialDeviceType,
+        credentialBackedUp,
+        transports: verificationResponse.response.transports,
+      },
+    });
+
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId,
+        type: UserSecurityAuditLogType.PASSKEY_CREATED,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
+  });
+};

packages/lib/server-only/auth/delete-passkey.ts

@@ -0,0 +1,41 @@
+import { prisma } from '@documenso/prisma';
+import { UserSecurityAuditLogType } from '@documenso/prisma/client';
+
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+
+export interface DeletePasskeyOptions {
+  userId: number;
+  passkeyId: string;
+  requestMetadata?: RequestMetadata;
+}
+
+export const deletePasskey = async ({
+  userId,
+  passkeyId,
+  requestMetadata,
+}: DeletePasskeyOptions) => {
+  await prisma.passkey.findFirstOrThrow({
+    where: {
+      id: passkeyId,
+      userId,
+    },
+  });
+
+  await prisma.$transaction(async (tx) => {
+    await tx.passkey.delete({
+      where: {
+        id: passkeyId,
+        userId,
+      },
+    });
+
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId,
+        type: UserSecurityAuditLogType.PASSKEY_DELETED,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
+  });
+};

packages/lib/server-only/auth/find-passkeys.ts

@@ -0,0 +1,76 @@
+import type { FindResultSet } from '@documenso/lib/types/find-result-set';
+import { prisma } from '@documenso/prisma';
+import type { Passkey } from '@documenso/prisma/client';
+import { Prisma } from '@documenso/prisma/client';
+
+export interface FindPasskeysOptions {
+  userId: number;
+  term?: string;
+  page?: number;
+  perPage?: number;
+  orderBy?: {
+    column: keyof Passkey;
+    direction: 'asc' | 'desc';
+    nulls?: Prisma.NullsOrder;
+  };
+}
+
+export const findPasskeys = async ({
+  userId,
+  term = '',
+  page = 1,
+  perPage = 10,
+  orderBy,
+}: FindPasskeysOptions) => {
+  const orderByColumn = orderBy?.column ?? 'lastUsedAt';
+  const orderByDirection = orderBy?.direction ?? 'desc';
+  const orderByNulls: Prisma.NullsOrder | undefined = orderBy?.nulls ?? 'last';
+
+  const whereClause: Prisma.PasskeyWhereInput = {
+    userId,
+  };
+
+  if (term.length > 0) {
+    whereClause.name = {
+      contains: term,
+      mode: Prisma.QueryMode.insensitive,
+    };
+  }
+
+  const [data, count] = await Promise.all([
+    prisma.passkey.findMany({
+      where: whereClause,
+      skip: Math.max(page - 1, 0) * perPage,
+      take: perPage,
+      orderBy: {
+        [orderByColumn]: {
+          sort: orderByDirection,
+          nulls: orderByNulls,
+        },
+      },
+      select: {
+        id: true,
+        userId: true,
+        name: true,
+        createdAt: true,
+        updatedAt: true,
+        lastUsedAt: true,
+        counter: true,
+        credentialDeviceType: true,
+        credentialBackedUp: true,
+        transports: true,
+      },
+    }),
+    prisma.passkey.count({
+      where: whereClause,
+    }),
+  ]);
+
+  return {
+    data,
+    count,
+    currentPage: Math.max(page, 1),
+    perPage,
+    totalPages: Math.ceil(count / perPage),
+  } satisfies FindResultSet<typeof data>;
+};

packages/lib/server-only/auth/update-passkey.ts

@@ -0,0 +1,51 @@
+import { prisma } from '@documenso/prisma';
+import { UserSecurityAuditLogType } from '@documenso/prisma/client';
+
+import type { RequestMetadata } from '../../universal/extract-request-metadata';
+
+export interface UpdateAuthenticatorsOptions {
+  userId: number;
+  passkeyId: string;
+  name: string;
+  requestMetadata?: RequestMetadata;
+}
+
+export const updatePasskey = async ({
+  userId,
+  passkeyId,
+  name,
+  requestMetadata,
+}: UpdateAuthenticatorsOptions) => {
+  const passkey = await prisma.passkey.findFirstOrThrow({
+    where: {
+      id: passkeyId,
+      userId,
+    },
+  });
+
+  if (passkey.name === name) {
+    return;
+  }
+
+  await prisma.$transaction(async (tx) => {
+    await tx.passkey.update({
+      where: {
+        id: passkeyId,
+        userId,
+      },
+      data: {
+        name,
+        updatedAt: new Date(),
+      },
+    });
+
+    await tx.userSecurityAuditLog.create({
+      data: {
+        userId,
+        type: UserSecurityAuditLogType.PASSKEY_UPDATED,
+        userAgent: requestMetadata?.userAgent,
+        ipAddress: requestMetadata?.ipAddress,
+      },
+    });
+  });
+};

packages/lib/server-only/document/complete-document-with-token.ts

@@ -7,13 +7,19 @@ import { prisma } from '@documenso/prisma';
 import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
 import { WebhookTriggerEvents } from '@documenso/prisma/client';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TRecipientActionAuth } from '../../types/document-auth';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
+import { isRecipientAuthorized } from './is-recipient-authorized';
 import { sealDocument } from './seal-document';
 import { sendPendingEmail } from './send-pending-email';
 
 export type CompleteDocumentWithTokenOptions = {
   token: string;
   documentId: number;
+  userId?: number;
+  authOptions?: TRecipientActionAuth;
   requestMetadata?: RequestMetadata;
 };
 
@@ -40,6 +46,8 @@ const getDocument = async ({ token, documentId }: CompleteDocumentWithTokenOptio
 export const completeDocumentWithToken = async ({
   token,
   documentId,
+  userId,
+  authOptions,
   requestMetadata,
 }: CompleteDocumentWithTokenOptions) => {
   'use server';
@@ -71,32 +79,52 @@ export const completeDocumentWithToken = async ({
     throw new Error(`Recipient ${recipient.id} has unsigned fields`);
   }
 
-  await prisma.recipient.update({
-    where: {
-      id: recipient.id,
-    },
-    data: {
-      signingStatus: SigningStatus.SIGNED,
-      signedAt: new Date(),
-    },
+  const { derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
   });
 
-  await prisma.documentAuditLog.create({
-    data: createDocumentAuditLogData({
-      type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
-      documentId: document.id,
-      user: {
-        name: recipient.name,
-        email: recipient.email,
+  const isValid = await isRecipientAuthorized({
+    type: 'ACTION',
+    document: document,
+    recipient: recipient,
+    userId,
+    authOptions,
+  });
+
+  if (!isValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
+  }
+
+  await prisma.$transaction(async (tx) => {
+    await tx.recipient.update({
+      where: {
+        id: recipient.id,
       },
-      requestMetadata,
       data: {
-        recipientEmail: recipient.email,
-        recipientName: recipient.name,
-        recipientId: recipient.id,
-        recipientRole: recipient.role,
+        signingStatus: SigningStatus.SIGNED,
+        signedAt: new Date(),
       },
-    }),
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED,
+        documentId: document.id,
+        user: {
+          name: recipient.name,
+          email: recipient.email,
+        },
+        requestMetadata,
+        data: {
+          recipientEmail: recipient.email,
+          recipientName: recipient.name,
+          recipientId: recipient.id,
+          recipientRole: recipient.role,
+          actionAuth: derivedRecipientActionAuth || undefined,
+        },
+      }),
+    });
   });
 
   const pendingRecipients = await prisma.recipient.count({

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

@@ -1,16 +1,43 @@
 import { prisma } from '@documenso/prisma';
 import type { DocumentWithRecipient } from '@documenso/prisma/types/document-with-recipient';
 
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAuthMethods } from '../../types/document-auth';
+import { isRecipientAuthorized } from './is-recipient-authorized';
+
 export interface GetDocumentAndSenderByTokenOptions {
   token: string;
+  userId?: number;
+  accessAuth?: TDocumentAuthMethods;
+
+  /**
+   * Whether we enforce the access requirement.
+   *
+   * Defaults to true.
+   */
+  requireAccessAuth?: boolean;
 }
 
 export interface GetDocumentAndRecipientByTokenOptions {
   token: string;
+  userId?: number;
+  accessAuth?: TDocumentAuthMethods;
+
+  /**
+   * Whether we enforce the access requirement.
+   *
+   * Defaults to true.
+   */
+  requireAccessAuth?: boolean;
 }
 
+export type DocumentAndSender = Awaited<ReturnType<typeof getDocumentAndSenderByToken>>;
+
 export const getDocumentAndSenderByToken = async ({
   token,
+  userId,
+  accessAuth,
+  requireAccessAuth = true,
 }: GetDocumentAndSenderByTokenOptions) => {
   if (!token) {
     throw new Error('Missing token');
@@ -28,12 +55,40 @@ export const getDocumentAndSenderByToken = async ({
       User: true,
       documentData: true,
       documentMeta: true,
+      Recipient: {
+        where: {
+          token,
+        },
+      },
     },
   });
 
   // eslint-disable-next-line no-unused-vars, @typescript-eslint/no-unused-vars
   const { password: _password, ...User } = result.User;
 
+  const recipient = result.Recipient[0];
+
+  // Sanity check, should not be possible.
+  if (!recipient) {
+    throw new Error('Missing recipient');
+  }
+
+  let documentAccessValid = true;
+
+  if (requireAccessAuth) {
+    documentAccessValid = await isRecipientAuthorized({
+      type: 'ACCESS',
+      document: result,
+      recipient,
+      userId,
+      authOptions: accessAuth,
+    });
+  }
+
+  if (!documentAccessValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid access values');
+  }
+
   return {
     ...result,
     User,
@@ -45,6 +100,9 @@ export const getDocumentAndSenderByToken = async ({
  */
 export const getDocumentAndRecipientByToken = async ({
   token,
+  userId,
+  accessAuth,
+  requireAccessAuth = true,
 }: GetDocumentAndRecipientByTokenOptions): Promise<DocumentWithRecipient> => {
   if (!token) {
     throw new Error('Missing token');
@@ -68,6 +126,29 @@ export const getDocumentAndRecipientByToken = async ({
     },
   });
 
+  const recipient = result.Recipient[0];
+
+  // Sanity check, should not be possible.
+  if (!recipient) {
+    throw new Error('Missing recipient');
+  }
+
+  let documentAccessValid = true;
+
+  if (requireAccessAuth) {
+    documentAccessValid = await isRecipientAuthorized({
+      type: 'ACCESS',
+      document: result,
+      recipient,
+      userId,
+      authOptions: accessAuth,
+    });
+  }
+
+  if (!documentAccessValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid access values');
+  }
+
   return {
     ...result,
     Recipient: result.Recipient,

packages/lib/server-only/document/is-recipient-authorized.ts

@@ -0,0 +1,209 @@
+import { verifyAuthenticationResponse } from '@simplewebauthn/server';
+import { match } from 'ts-pattern';
+
+import { prisma } from '@documenso/prisma';
+import type { Document, Recipient } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAuth, TDocumentAuthMethods } from '../../types/document-auth';
+import { DocumentAuth } from '../../types/document-auth';
+import type { TAuthenticationResponseJSONSchema } from '../../types/webauthn';
+import { getAuthenticatorOptions } from '../../utils/authenticator';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
+
+type IsRecipientAuthorizedOptions = {
+  type: 'ACCESS' | 'ACTION';
+  document: Document;
+  recipient: Recipient;
+
+  /**
+   * The ID of the user who initiated the request.
+   */
+  userId?: number;
+
+  /**
+   * The auth details to check.
+   *
+   * Optional because there are scenarios where no auth options are required such as
+   * using the user ID.
+   */
+  authOptions?: TDocumentAuthMethods;
+};
+
+const getRecipient = async (email: string) => {
+  return await prisma.user.findFirst({
+    where: {
+      email,
+    },
+    select: {
+      id: true,
+    },
+  });
+};
+
+/**
+ * Whether the recipient is authorized to perform the requested operation on a
+ * document, given the provided auth options.
+ *
+ * @returns True if the recipient can perform the requested operation.
+ */
+export const isRecipientAuthorized = async ({
+  type,
+  document,
+  recipient,
+  userId,
+  authOptions,
+}: IsRecipientAuthorizedOptions): Promise<boolean> => {
+  const { derivedRecipientAccessAuth, derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const authMethod: TDocumentAuth | null =
+    type === 'ACCESS' ? derivedRecipientAccessAuth : derivedRecipientActionAuth;
+
+  // Early true return when auth is not required.
+  if (!authMethod || authMethod === DocumentAuth.EXPLICIT_NONE) {
+    return true;
+  }
+
+  // Create auth options when none are passed for account.
+  if (!authOptions && authMethod === DocumentAuth.ACCOUNT) {
+    authOptions = {
+      type: DocumentAuth.ACCOUNT,
+    };
+  }
+
+  // Authentication required does not match provided method.
+  if (!authOptions || authOptions.type !== authMethod) {
+    return false;
+  }
+
+  return await match(authOptions)
+    .with({ type: DocumentAuth.ACCOUNT }, async () => {
+      if (userId === undefined) {
+        return false;
+      }
+
+      const recipientUser = await getRecipient(recipient.email);
+
+      if (!recipientUser) {
+        return false;
+      }
+
+      return recipientUser.id === userId;
+    })
+    .with({ type: DocumentAuth.PASSKEY }, async ({ authenticationResponse, tokenReference }) => {
+      if (!userId) {
+        return false;
+      }
+
+      return await isPasskeyAuthValid({
+        userId,
+        authenticationResponse,
+        tokenReference,
+      });
+    })
+    .exhaustive();
+};
+
+type VerifyPasskeyOptions = {
+  /**
+   * The ID of the user who initiated the request.
+   */
+  userId: number;
+
+  /**
+   * The secondary ID of the verification token.
+   */
+  tokenReference: string;
+
+  /**
+   * The response from the passkey authenticator.
+   */
+  authenticationResponse: TAuthenticationResponseJSONSchema;
+
+  /**
+   * Whether to throw errors when the user fails verification instead of returning
+   * false.
+   */
+  throwError?: boolean;
+};
+
+/**
+ * Whether the provided passkey authenticator response is valid and the user is
+ * authenticated.
+ */
+const isPasskeyAuthValid = async (options: VerifyPasskeyOptions): Promise<boolean> => {
+  return verifyPasskey(options)
+    .then(() => true)
+    .catch(() => false);
+};
+
+/**
+ * Verifies whether the provided passkey authenticator is valid and the user is
+ * authenticated.
+ *
+ * Will throw an error if the user should not be authenticated.
+ */
+const verifyPasskey = async ({
+  userId,
+  tokenReference,
+  authenticationResponse,
+}: VerifyPasskeyOptions): Promise<void> => {
+  const passkey = await prisma.passkey.findFirst({
+    where: {
+      credentialId: Buffer.from(authenticationResponse.id, 'base64'),
+      userId,
+    },
+  });
+
+  const verificationToken = await prisma.verificationToken
+    .delete({
+      where: {
+        userId,
+        secondaryId: tokenReference,
+      },
+    })
+    .catch(() => null);
+
+  if (!passkey) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Passkey not found');
+  }
+
+  if (!verificationToken) {
+    throw new AppError(AppErrorCode.NOT_FOUND, 'Token not found');
+  }
+
+  if (verificationToken.expires < new Date()) {
+    throw new AppError(AppErrorCode.EXPIRED_CODE, 'Token expired');
+  }
+
+  const { rpId, origin } = getAuthenticatorOptions();
+
+  const verification = await verifyAuthenticationResponse({
+    response: authenticationResponse,
+    expectedChallenge: verificationToken.token,
+    expectedOrigin: origin,
+    expectedRPID: rpId,
+    authenticator: {
+      credentialID: new Uint8Array(Array.from(passkey.credentialId)),
+      credentialPublicKey: new Uint8Array(passkey.credentialPublicKey),
+      counter: Number(passkey.counter),
+    },
+  }).catch(() => null); // May want to log this for insights.
+
+  if (verification?.verified !== true) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'User is not authorized');
+  }
+
+  await prisma.passkey.update({
+    where: {
+      id: passkey.id,
+    },
+    data: {
+      lastUsedAt: new Date(),
+      counter: verification.authenticationInfo.newCounter,
+    },
+  });
+};

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

@@ -24,6 +24,13 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
     include: {
       documentData: true,
       Recipient: true,
+      User: true,
+      team: {
+        select: {
+          id: true,
+          url: true,
+        },
+      },
     },
   });
 
@@ -35,61 +42,116 @@ export const sendCompletedEmail = async ({ documentId, requestMetadata }: SendDo
     throw new Error('Document has no recipients');
   }
 
-  const buffer = await getFile(document.documentData);
+  const { User: owner } = document;
+
+  const completedDocument = await getFile(document.documentData);
+
+  const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+
+  let documentOwnerDownloadLink = `${NEXT_PUBLIC_WEBAPP_URL()}/documents/${document.id}`;
+
+  if (document.team?.url) {
+    documentOwnerDownloadLink = `${NEXT_PUBLIC_WEBAPP_URL()}/t/${document.team.url}/documents/${
+      document.id
+    }`;
+  }
+
+  // If the document owner is not a recipient then send the email to them separately
+  if (!document.Recipient.find((recipient) => recipient.email === owner.email)) {
+    const template = createElement(DocumentCompletedEmailTemplate, {
+      documentName: document.title,
+      assetBaseUrl,
+      downloadLink: documentOwnerDownloadLink,
+    });
+
+    await mailer.sendMail({
+      to: [
+        {
+          name: owner.name || '',
+          address: owner.email,
+        },
+      ],
+      from: {
+        name: process.env.NEXT_PRIVATE_SMTP_FROM_NAME || 'Documenso',
+        address: process.env.NEXT_PRIVATE_SMTP_FROM_ADDRESS || 'noreply@documenso.com',
+      },
+      subject: 'Signing Complete!',
+      html: render(template),
+      text: render(template, { plainText: true }),
+      attachments: [
+        {
+          filename: document.title,
+          content: Buffer.from(completedDocument),
+        },
+      ],
+    });
+
+    await prisma.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
+        documentId: document.id,
+        user: null,
+        requestMetadata,
+        data: {
+          emailType: 'DOCUMENT_COMPLETED',
+          recipientEmail: owner.email,
+          recipientName: owner.name ?? '',
+          recipientId: owner.id,
+          recipientRole: 'OWNER',
+          isResending: false,
+        },
+      }),
+    });
+  }
 
   await Promise.all(
     document.Recipient.map(async (recipient) => {
-      const { email, name, token } = recipient;
-
-      const assetBaseUrl = NEXT_PUBLIC_WEBAPP_URL() || 'http://localhost:3000';
+      const downloadLink = `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${recipient.token}/complete`;
 
       const template = createElement(DocumentCompletedEmailTemplate, {
         documentName: document.title,
         assetBaseUrl,
-        downloadLink: `${NEXT_PUBLIC_WEBAPP_URL()}/sign/${token}/complete`,
+        downloadLink: recipient.email === owner.email ? documentOwnerDownloadLink : downloadLink,
       });
 
-      await prisma.$transaction(
-        async (tx) => {
-          await mailer.sendMail({
-            to: {
-              address: email,
-              name,
-            },
-            from: {
-              name: process.env.NEXT_PRIVATE_SMTP_FROM_NAME || 'Documenso',
-              address: process.env.NEXT_PRIVATE_SMTP_FROM_ADDRESS || 'noreply@documenso.com',
-            },
-            subject: 'Signing Complete!',
-            html: render(template),
-            text: render(template, { plainText: true }),
-            attachments: [
-              {
-                filename: document.title,
-                content: Buffer.from(buffer),
-              },
-            ],
-          });
-
-          await tx.documentAuditLog.create({
-            data: createDocumentAuditLogData({
-              type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
-              documentId: document.id,
-              user: null,
-              requestMetadata,
-              data: {
-                emailType: 'DOCUMENT_COMPLETED',
-                recipientEmail: recipient.email,
-                recipientName: recipient.name,
-                recipientId: recipient.id,
-                recipientRole: recipient.role,
-                isResending: false,
-              },
-            }),
-          });
+      await mailer.sendMail({
+        to: [
+          {
+            name: recipient.name,
+            address: recipient.email,
+          },
+        ],
+        from: {
+          name: process.env.NEXT_PRIVATE_SMTP_FROM_NAME || 'Documenso',
+          address: process.env.NEXT_PRIVATE_SMTP_FROM_ADDRESS || 'noreply@documenso.com',
         },
-        { timeout: 30_000 },
-      );
+        subject: 'Signing Complete!',
+        html: render(template),
+        text: render(template, { plainText: true }),
+        attachments: [
+          {
+            filename: document.title,
+            content: Buffer.from(completedDocument),
+          },
+        ],
+      });
+
+      await prisma.documentAuditLog.create({
+        data: createDocumentAuditLogData({
+          type: DOCUMENT_AUDIT_LOG_TYPE.EMAIL_SENT,
+          documentId: document.id,
+          user: null,
+          requestMetadata,
+          data: {
+            emailType: 'DOCUMENT_COMPLETED',
+            recipientEmail: recipient.email,
+            recipientName: recipient.name,
+            recipientId: recipient.id,
+            recipientRole: recipient.role,
+            isResending: false,
+          },
+        }),
+      });
     }),
   );
 };

packages/lib/server-only/document/update-document-settings.ts

@@ -0,0 +1,162 @@
+'use server';
+
+import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
+import type { CreateDocumentAuditLogDataResponse } from '@documenso/lib/utils/document-audit-logs';
+import { createDocumentAuditLogData } from '@documenso/lib/utils/document-audit-logs';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus } from '@documenso/prisma/client';
+
+import { AppError, AppErrorCode } from '../../errors/app-error';
+import type { TDocumentAccessAuthTypes, TDocumentActionAuthTypes } from '../../types/document-auth';
+import { createDocumentAuthOptions, extractDocumentAuthMethods } from '../../utils/document-auth';
+
+export type UpdateDocumentSettingsOptions = {
+  userId: number;
+  teamId?: number;
+  documentId: number;
+  data: {
+    title?: string;
+    globalAccessAuth?: TDocumentAccessAuthTypes | null;
+    globalActionAuth?: TDocumentActionAuthTypes | null;
+  };
+  requestMetadata?: RequestMetadata;
+};
+
+export const updateDocumentSettings = async ({
+  userId,
+  teamId,
+  documentId,
+  data,
+  requestMetadata,
+}: UpdateDocumentSettingsOptions) => {
+  if (!data.title && !data.globalAccessAuth && !data.globalActionAuth) {
+    throw new AppError(AppErrorCode.INVALID_BODY, 'Missing data to update');
+  }
+
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+  });
+
+  const document = await prisma.document.findFirstOrThrow({
+    where: {
+      id: documentId,
+      ...(teamId
+        ? {
+            team: {
+              id: teamId,
+              members: {
+                some: {
+                  userId,
+                },
+              },
+            },
+          }
+        : {
+            userId,
+            teamId: null,
+          }),
+    },
+  });
+
+  const { documentAuthOption } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+  });
+
+  const documentGlobalAccessAuth = documentAuthOption?.globalAccessAuth ?? null;
+  const documentGlobalActionAuth = documentAuthOption?.globalActionAuth ?? null;
+
+  // If the new global auth values aren't passed in, fallback to the current document values.
+  const newGlobalAccessAuth =
+    data?.globalAccessAuth === undefined ? documentGlobalAccessAuth : data.globalAccessAuth;
+  const newGlobalActionAuth =
+    data?.globalActionAuth === undefined ? documentGlobalActionAuth : data.globalActionAuth;
+
+  const isTitleSame = data.title === document.title;
+  const isGlobalAccessSame = documentGlobalAccessAuth === newGlobalAccessAuth;
+  const isGlobalActionSame = documentGlobalActionAuth === newGlobalActionAuth;
+
+  const auditLogs: CreateDocumentAuditLogDataResponse[] = [];
+
+  if (!isTitleSame && document.status !== DocumentStatus.DRAFT) {
+    throw new AppError(
+      AppErrorCode.INVALID_BODY,
+      'You cannot update the title if the document has been sent',
+    );
+  }
+
+  if (!isTitleSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_TITLE_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: document.title,
+          to: data.title || '',
+        },
+      }),
+    );
+  }
+
+  if (!isGlobalAccessSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: documentGlobalAccessAuth,
+          to: newGlobalAccessAuth,
+        },
+      }),
+    );
+  }
+
+  if (!isGlobalActionSame) {
+    auditLogs.push(
+      createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED,
+        documentId,
+        user,
+        requestMetadata,
+        data: {
+          from: documentGlobalActionAuth,
+          to: newGlobalActionAuth,
+        },
+      }),
+    );
+  }
+
+  // Early return if nothing is required.
+  if (auditLogs.length === 0) {
+    return document;
+  }
+
+  return await prisma.$transaction(async (tx) => {
+    const authOptions = createDocumentAuthOptions({
+      globalAccessAuth: newGlobalAccessAuth,
+      globalActionAuth: newGlobalActionAuth,
+    });
+
+    const updatedDocument = await tx.document.update({
+      where: {
+        id: documentId,
+      },
+      data: {
+        title: data.title,
+        authOptions,
+      },
+    });
+
+    await tx.documentAuditLog.createMany({
+      data: auditLogs,
+    });
+
+    return updatedDocument;
+  });
+};

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

@@ -5,15 +5,21 @@ import { prisma } from '@documenso/prisma';
 import { ReadStatus } from '@documenso/prisma/client';
 import { WebhookTriggerEvents } from '@documenso/prisma/client';
 
+import type { TDocumentAccessAuthTypes } from '../../types/document-auth';
 import { triggerWebhook } from '../webhooks/trigger/trigger-webhook';
 import { getDocumentAndRecipientByToken } from './get-document-by-token';
 
 export type ViewedDocumentOptions = {
   token: string;
+  recipientAccessAuth?: TDocumentAccessAuthTypes | null;
   requestMetadata?: RequestMetadata;
 };
 
-export const viewedDocument = async ({ token, requestMetadata }: ViewedDocumentOptions) => {
+export const viewedDocument = async ({
+  token,
+  recipientAccessAuth,
+  requestMetadata,
+}: ViewedDocumentOptions) => {
   const recipient = await prisma.recipient.findFirst({
     where: {
       token,
@@ -51,12 +57,13 @@ export const viewedDocument = async ({ token, requestMetadata }: ViewedDocumentO
           recipientId: recipient.id,
           recipientName: recipient.name,
           recipientRole: recipient.role,
+          accessAuth: recipientAccessAuth || undefined,
         },
       }),
     });
   });
 
-  const document = await getDocumentAndRecipientByToken({ token });
+  const document = await getDocumentAndRecipientByToken({ token, requireAccessAuth: false });
 
   await triggerWebhook({
     event: WebhookTriggerEvents.DOCUMENT_OPENED,

packages/lib/server-only/field/sign-field-with-token.ts

@@ -8,15 +8,21 @@ import { DocumentStatus, FieldType, SigningStatus } from '@documenso/prisma/clie
 
 import { DEFAULT_DOCUMENT_DATE_FORMAT } from '../../constants/date-formats';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '../../constants/time-zones';
+import { AppError, AppErrorCode } from '../../errors/app-error';
 import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
+import type { TRecipientActionAuth } from '../../types/document-auth';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
 import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { extractDocumentAuthMethods } from '../../utils/document-auth';
+import { isRecipientAuthorized } from '../document/is-recipient-authorized';
 
 export type SignFieldWithTokenOptions = {
   token: string;
   fieldId: number;
   value: string;
   isBase64?: boolean;
+  userId?: number;
+  authOptions?: TRecipientActionAuth;
   requestMetadata?: RequestMetadata;
 };
 
@@ -25,6 +31,8 @@ export const signFieldWithToken = async ({
   fieldId,
   value,
   isBase64,
+  userId,
+  authOptions,
   requestMetadata,
 }: SignFieldWithTokenOptions) => {
   const field = await prisma.field.findFirstOrThrow({
@@ -71,6 +79,23 @@ export const signFieldWithToken = async ({
     throw new Error(`Field ${fieldId} has no recipientId`);
   }
 
+  const { derivedRecipientActionAuth } = extractDocumentAuthMethods({
+    documentAuth: document.authOptions,
+    recipientAuth: recipient.authOptions,
+  });
+
+  const isValid = await isRecipientAuthorized({
+    type: 'ACTION',
+    document: document,
+    recipient: recipient,
+    userId,
+    authOptions,
+  });
+
+  if (!isValid) {
+    throw new AppError(AppErrorCode.UNAUTHORIZED, 'Invalid authentication values');
+  }
+
   const documentMeta = await prisma.documentMeta.findFirst({
     where: {
       documentId: document.id,
@@ -158,9 +183,11 @@ export const signFieldWithToken = async ({
               data: updatedField.customText,
             }))
             .exhaustive(),
-          fieldSecurity: {
-            type: 'NONE',
-          },
+          fieldSecurity: derivedRecipientActionAuth
+            ? {
+                type: derivedRecipientActionAuth,
+              }
+            : undefined,
         },
       }),
     });

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

@@ -1,8 +1,9 @@
 import { prisma } from '@documenso/prisma';
 import type { FieldType, Team } from '@documenso/prisma/client';
 
+import { DOCUMENT_AUDIT_LOG_TYPE } from '../../types/document-audit-logs';
 import type { RequestMetadata } from '../../universal/extract-request-metadata';
-import { createDocumentAuditLogData } from '../../utils/document-audit-logs';
+import { createDocumentAuditLogData, diffFieldChanges } from '../../utils/document-audit-logs';
 
 export type UpdateFieldOptions = {
   fieldId: number;
@@ -33,7 +34,7 @@ export const updateField = async ({
   pageHeight,
   requestMetadata,
 }: UpdateFieldOptions) => {
-  const field = await prisma.field.update({
+  const oldField = await prisma.field.findFirstOrThrow({
     where: {
       id: fieldId,
       Document: {
@@ -55,23 +56,49 @@ export const updateField = async ({
             }),
       },
     },
-    data: {
-      recipientId,
-      type,
-      page: pageNumber,
-      positionX: pageX,
-      positionY: pageY,
-      width: pageWidth,
-      height: pageHeight,
-    },
-    include: {
-      Recipient: true,
-    },
   });
 
-  if (!field) {
-    throw new Error('Field not found');
-  }
+  const field = prisma.$transaction(async (tx) => {
+    const updatedField = await tx.field.update({
+      where: {
+        id: fieldId,
+      },
+      data: {
+        recipientId,
+        type,
+        page: pageNumber,
+        positionX: pageX,
+        positionY: pageY,
+        width: pageWidth,
+        height: pageHeight,
+      },
+      include: {
+        Recipient: true,
+      },
+    });
+
+    await tx.documentAuditLog.create({
+      data: createDocumentAuditLogData({
+        type: DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED,
+        documentId,
+        user: {
+          id: team?.id ?? user.id,
+          email: team?.name ?? user.email,
+          name: team ? '' : user.name,
+        },
+        data: {
+          fieldId: updatedField.secondaryId,
+          fieldRecipientEmail: updatedField.Recipient?.email ?? '',
+          fieldRecipientId: recipientId ?? -1,
+          fieldType: updatedField.type,
+          changes: diffFieldChanges(oldField, updatedField),
+        },
+        requestMetadata,
+      }),
+    });
+
+    return updatedField;
+  });
 
   const user = await prisma.user.findFirstOrThrow({
     where: {
@@ -99,24 +126,5 @@ export const updateField = async ({
     });
   }
 
-  await prisma.documentAuditLog.create({
-    data: createDocumentAuditLogData({
-      type: 'FIELD_UPDATED',
-      documentId,
-      user: {
-        id: team?.id ?? user.id,
-        email: team?.name ?? user.email,
-        name: team ? '' : user.name,
-      },
-      data: {
-        fieldId: field.secondaryId,
-        fieldRecipientEmail: field.Recipient?.email ?? '',
-        fieldRecipientId: recipientId ?? -1,
-        fieldType: field.type,
-      },
-      requestMetadata,
-    }),
-  });
-
   return field;
 };

packages/lib/server-only/recipient/set-recipients-for-document.ts

@@ -1,10 +1,15 @@
 import { DOCUMENT_AUDIT_LOG_TYPE } from '@documenso/lib/types/document-audit-logs';
+import {
+  type TRecipientActionAuthTypes,
+  ZRecipientAuthOptionsSchema,
+} from '@documenso/lib/types/document-auth';
 import type { RequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 import { nanoid } from '@documenso/lib/universal/id';
 import {
   createDocumentAuditLogData,
   diffRecipientChanges,
 } from '@documenso/lib/utils/document-audit-logs';
+import { createRecipientAuthOptions } from '@documenso/lib/utils/document-auth';
 import { prisma } from '@documenso/prisma';
 import { RecipientRole } from '@documenso/prisma/client';
 import { SendStatus, SigningStatus } from '@documenso/prisma/client';
@@ -18,6 +23,7 @@ export interface SetRecipientsForDocumentOptions {
     email: string;
     name: string;
     role: RecipientRole;
+    actionAuth?: TRecipientActionAuthTypes | null;
   }[];
   requestMetadata?: RequestMetadata;
 }
@@ -111,6 +117,15 @@ export const setRecipientsForDocument = async ({
   const persistedRecipients = await prisma.$transaction(async (tx) => {
     return await Promise.all(
       linkedRecipients.map(async (recipient) => {
+        let authOptions = ZRecipientAuthOptionsSchema.parse(recipient._persisted?.authOptions);
+
+        if (recipient.actionAuth !== undefined) {
+          authOptions = createRecipientAuthOptions({
+            accessAuth: authOptions.accessAuth,
+            actionAuth: recipient.actionAuth,
+          });
+        }
+
         const upsertedRecipient = await tx.recipient.upsert({
           where: {
             id: recipient._persisted?.id ?? -1,
@@ -124,6 +139,7 @@ export const setRecipientsForDocument = async ({
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus:
               recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+            authOptions,
           },
           create: {
             name: recipient.name,
@@ -134,6 +150,7 @@ export const setRecipientsForDocument = async ({
             sendStatus: recipient.role === RecipientRole.CC ? SendStatus.SENT : SendStatus.NOT_SENT,
             signingStatus:
               recipient.role === RecipientRole.CC ? SigningStatus.SIGNED : SigningStatus.NOT_SIGNED,
+            authOptions,
           },
         });
 
@@ -187,7 +204,10 @@ export const setRecipientsForDocument = async ({
               documentId: documentId,
               user,
               requestMetadata,
-              data: baseAuditLog,
+              data: {
+                ...baseAuditLog,
+                actionAuth: recipient.actionAuth || undefined,
+              },
             }),
           });
         }

packages/lib/types/document-audit-logs.ts

@@ -8,6 +8,8 @@ import { z } from 'zod';
 
 import { FieldType } from '@documenso/prisma/client';
 
+import { ZRecipientActionAuthTypesSchema } from './document-auth';
+
 export const ZDocumentAuditLogTypeSchema = z.enum([
   // Document actions.
   'EMAIL_SENT',
@@ -26,6 +28,8 @@ export const ZDocumentAuditLogTypeSchema = z.enum([
   'DOCUMENT_DELETED', // When the document is soft deleted.
   'DOCUMENT_FIELD_INSERTED', // When a field is inserted (signed/approved/etc) by a recipient.
   'DOCUMENT_FIELD_UNINSERTED', // When a field is uninserted by a recipient.
+  'DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED', // When the global access authentication is updated.
+  'DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED', // When the global action authentication is updated.
   'DOCUMENT_META_UPDATED', // When the document meta data is updated.
   'DOCUMENT_OPENED', // When the document is opened by a recipient.
   'DOCUMENT_RECIPIENT_COMPLETED', // When a recipient completes all their required tasks for the document.
@@ -51,7 +55,13 @@ export const ZDocumentMetaDiffTypeSchema = z.enum([
 ]);
 
 export const ZFieldDiffTypeSchema = z.enum(['DIMENSION', 'POSITION']);
-export const ZRecipientDiffTypeSchema = z.enum(['NAME', 'ROLE', 'EMAIL']);
+export const ZRecipientDiffTypeSchema = z.enum([
+  'NAME',
+  'ROLE',
+  'EMAIL',
+  'ACCESS_AUTH',
+  'ACTION_AUTH',
+]);
 
 export const DOCUMENT_AUDIT_LOG_TYPE = ZDocumentAuditLogTypeSchema.Enum;
 export const DOCUMENT_EMAIL_TYPE = ZDocumentAuditLogEmailTypeSchema.Enum;
@@ -107,25 +117,34 @@ export const ZDocumentAuditLogFieldDiffSchema = z.union([
   ZFieldDiffPositionSchema,
 ]);
 
-export const ZRecipientDiffNameSchema = z.object({
+export const ZGenericFromToSchema = z.object({
+  from: z.string().nullable(),
+  to: z.string().nullable(),
+});
+
+export const ZRecipientDiffActionAuthSchema = ZGenericFromToSchema.extend({
+  type: z.literal(RECIPIENT_DIFF_TYPE.ACCESS_AUTH),
+});
+
+export const ZRecipientDiffAccessAuthSchema = ZGenericFromToSchema.extend({
+  type: z.literal(RECIPIENT_DIFF_TYPE.ACTION_AUTH),
+});
+
+export const ZRecipientDiffNameSchema = ZGenericFromToSchema.extend({
   type: z.literal(RECIPIENT_DIFF_TYPE.NAME),
-  from: z.string(),
-  to: z.string(),
 });
 
-export const ZRecipientDiffRoleSchema = z.object({
+export const ZRecipientDiffRoleSchema = ZGenericFromToSchema.extend({
   type: z.literal(RECIPIENT_DIFF_TYPE.ROLE),
-  from: z.string(),
-  to: z.string(),
 });
 
-export const ZRecipientDiffEmailSchema = z.object({
+export const ZRecipientDiffEmailSchema = ZGenericFromToSchema.extend({
   type: z.literal(RECIPIENT_DIFF_TYPE.EMAIL),
-  from: z.string(),
-  to: z.string(),
 });
 
-export const ZDocumentAuditLogRecipientDiffSchema = z.union([
+export const ZDocumentAuditLogRecipientDiffSchema = z.discriminatedUnion('type', [
+  ZRecipientDiffActionAuthSchema,
+  ZRecipientDiffAccessAuthSchema,
   ZRecipientDiffNameSchema,
   ZRecipientDiffRoleSchema,
   ZRecipientDiffEmailSchema,
@@ -217,11 +236,11 @@ export const ZDocumentAuditLogEventDocumentFieldInsertedSchema = z.object({
         data: z.string(),
       }),
     ]),
-
-    // Todo: Replace with union once we have more field security types.
-    fieldSecurity: z.object({
-      type: z.literal('NONE'),
-    }),
+    fieldSecurity: z
+      .object({
+        type: ZRecipientActionAuthTypesSchema,
+      })
+      .optional(),
   }),
 });
 
@@ -236,6 +255,22 @@ export const ZDocumentAuditLogEventDocumentFieldUninsertedSchema = z.object({
   }),
 });
 
+/**
+ * Event: Document global authentication access updated.
+ */
+export const ZDocumentAuditLogEventDocumentGlobalAuthAccessUpdatedSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED),
+  data: ZGenericFromToSchema,
+});
+
+/**
+ * Event: Document global authentication action updated.
+ */
+export const ZDocumentAuditLogEventDocumentGlobalAuthActionUpdatedSchema = z.object({
+  type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED),
+  data: ZGenericFromToSchema,
+});
+
 /**
  * Event: Document meta updated.
  */
@@ -251,7 +286,9 @@ export const ZDocumentAuditLogEventDocumentMetaUpdatedSchema = z.object({
  */
 export const ZDocumentAuditLogEventDocumentOpenedSchema = z.object({
   type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_OPENED),
-  data: ZBaseRecipientDataSchema,
+  data: ZBaseRecipientDataSchema.extend({
+    accessAuth: z.string().optional(),
+  }),
 });
 
 /**
@@ -259,7 +296,9 @@ export const ZDocumentAuditLogEventDocumentOpenedSchema = z.object({
  */
 export const ZDocumentAuditLogEventDocumentRecipientCompleteSchema = z.object({
   type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_RECIPIENT_COMPLETED),
-  data: ZBaseRecipientDataSchema,
+  data: ZBaseRecipientDataSchema.extend({
+    actionAuth: z.string().optional(),
+  }),
 });
 
 /**
@@ -303,7 +342,9 @@ export const ZDocumentAuditLogEventFieldRemovedSchema = z.object({
 export const ZDocumentAuditLogEventFieldUpdatedSchema = z.object({
   type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.FIELD_UPDATED),
   data: ZBaseFieldEventDataSchema.extend({
-    changes: z.array(ZDocumentAuditLogFieldDiffSchema),
+    // Provide an empty array as a migration workaround due to a mistake where we were
+    // not passing through any changes via API/v1 due to a type error.
+    changes: z.preprocess((x) => x || [], z.array(ZDocumentAuditLogFieldDiffSchema)),
   }),
 });
 
@@ -312,7 +353,9 @@ export const ZDocumentAuditLogEventFieldUpdatedSchema = z.object({
  */
 export const ZDocumentAuditLogEventRecipientAddedSchema = z.object({
   type: z.literal(DOCUMENT_AUDIT_LOG_TYPE.RECIPIENT_CREATED),
-  data: ZBaseRecipientDataSchema,
+  data: ZBaseRecipientDataSchema.extend({
+    actionAuth: ZRecipientActionAuthTypesSchema.optional(),
+  }),
 });
 
 /**
@@ -352,6 +395,8 @@ export const ZDocumentAuditLogSchema = ZDocumentAuditLogBaseSchema.and(
     ZDocumentAuditLogEventDocumentDeletedSchema,
     ZDocumentAuditLogEventDocumentFieldInsertedSchema,
     ZDocumentAuditLogEventDocumentFieldUninsertedSchema,
+    ZDocumentAuditLogEventDocumentGlobalAuthAccessUpdatedSchema,
+    ZDocumentAuditLogEventDocumentGlobalAuthActionUpdatedSchema,
     ZDocumentAuditLogEventDocumentMetaUpdatedSchema,
     ZDocumentAuditLogEventDocumentOpenedSchema,
     ZDocumentAuditLogEventDocumentRecipientCompleteSchema,

packages/lib/types/document-auth.ts

@@ -0,0 +1,135 @@
+import { z } from 'zod';
+
+import { ZAuthenticationResponseJSONSchema } from './webauthn';
+
+/**
+ * All the available types of document authentication options for both access and action.
+ */
+export const ZDocumentAuthTypesSchema = z.enum(['ACCOUNT', 'PASSKEY', 'EXPLICIT_NONE']);
+export const DocumentAuth = ZDocumentAuthTypesSchema.Enum;
+
+const ZDocumentAuthAccountSchema = z.object({
+  type: z.literal(DocumentAuth.ACCOUNT),
+});
+
+const ZDocumentAuthExplicitNoneSchema = z.object({
+  type: z.literal(DocumentAuth.EXPLICIT_NONE),
+});
+
+const ZDocumentAuthPasskeySchema = z.object({
+  type: z.literal(DocumentAuth.PASSKEY),
+  authenticationResponse: ZAuthenticationResponseJSONSchema,
+  tokenReference: z.string().min(1),
+});
+
+/**
+ * All the document auth methods for both accessing and actioning.
+ */
+export const ZDocumentAuthMethodsSchema = z.discriminatedUnion('type', [
+  ZDocumentAuthAccountSchema,
+  ZDocumentAuthExplicitNoneSchema,
+  ZDocumentAuthPasskeySchema,
+]);
+
+/**
+ * The global document access auth methods.
+ *
+ * Must keep these two in sync.
+ */
+export const ZDocumentAccessAuthSchema = z.discriminatedUnion('type', [ZDocumentAuthAccountSchema]);
+export const ZDocumentAccessAuthTypesSchema = z.enum([DocumentAuth.ACCOUNT]);
+
+/**
+ * The global document action auth methods.
+ *
+ * Must keep these two in sync.
+ */
+export const ZDocumentActionAuthSchema = z.discriminatedUnion('type', [
+  ZDocumentAuthAccountSchema,
+  ZDocumentAuthPasskeySchema,
+]);
+export const ZDocumentActionAuthTypesSchema = z.enum([DocumentAuth.ACCOUNT, DocumentAuth.PASSKEY]);
+
+/**
+ * The recipient access auth methods.
+ *
+ * Must keep these two in sync.
+ */
+export const ZRecipientAccessAuthSchema = z.discriminatedUnion('type', [
+  ZDocumentAuthAccountSchema,
+]);
+export const ZRecipientAccessAuthTypesSchema = z.enum([DocumentAuth.ACCOUNT]);
+
+/**
+ * The recipient action auth methods.
+ *
+ * Must keep these two in sync.
+ */
+export const ZRecipientActionAuthSchema = z.discriminatedUnion('type', [
+  ZDocumentAuthAccountSchema,
+  ZDocumentAuthPasskeySchema,
+  ZDocumentAuthExplicitNoneSchema,
+]);
+export const ZRecipientActionAuthTypesSchema = z.enum([
+  DocumentAuth.ACCOUNT,
+  DocumentAuth.PASSKEY,
+  DocumentAuth.EXPLICIT_NONE,
+]);
+
+export const DocumentAccessAuth = ZDocumentAccessAuthTypesSchema.Enum;
+export const DocumentActionAuth = ZDocumentActionAuthTypesSchema.Enum;
+export const RecipientAccessAuth = ZRecipientAccessAuthTypesSchema.Enum;
+export const RecipientActionAuth = ZRecipientActionAuthTypesSchema.Enum;
+
+/**
+ * Authentication options attached to the document.
+ */
+export const ZDocumentAuthOptionsSchema = z.preprocess(
+  (unknownValue) => {
+    if (unknownValue) {
+      return unknownValue;
+    }
+
+    return {
+      globalAccessAuth: null,
+      globalActionAuth: null,
+    };
+  },
+  z.object({
+    globalAccessAuth: ZDocumentAccessAuthTypesSchema.nullable(),
+    globalActionAuth: ZDocumentActionAuthTypesSchema.nullable(),
+  }),
+);
+
+/**
+ * Authentication options attached to the recipient.
+ */
+export const ZRecipientAuthOptionsSchema = z.preprocess(
+  (unknownValue) => {
+    if (unknownValue) {
+      return unknownValue;
+    }
+
+    return {
+      accessAuth: null,
+      actionAuth: null,
+    };
+  },
+  z.object({
+    accessAuth: ZRecipientAccessAuthTypesSchema.nullable(),
+    actionAuth: ZRecipientActionAuthTypesSchema.nullable(),
+  }),
+);
+
+export type TDocumentAuth = z.infer<typeof ZDocumentAuthTypesSchema>;
+export type TDocumentAuthMethods = z.infer<typeof ZDocumentAuthMethodsSchema>;
+export type TDocumentAuthOptions = z.infer<typeof ZDocumentAuthOptionsSchema>;
+export type TDocumentAccessAuth = z.infer<typeof ZDocumentAccessAuthSchema>;
+export type TDocumentAccessAuthTypes = z.infer<typeof ZDocumentAccessAuthTypesSchema>;
+export type TDocumentActionAuth = z.infer<typeof ZDocumentActionAuthSchema>;
+export type TDocumentActionAuthTypes = z.infer<typeof ZDocumentActionAuthTypesSchema>;
+export type TRecipientAccessAuth = z.infer<typeof ZRecipientAccessAuthSchema>;
+export type TRecipientAccessAuthTypes = z.infer<typeof ZRecipientAccessAuthTypesSchema>;
+export type TRecipientActionAuth = z.infer<typeof ZRecipientActionAuthSchema>;
+export type TRecipientActionAuthTypes = z.infer<typeof ZRecipientActionAuthTypesSchema>;
+export type TRecipientAuthOptions = z.infer<typeof ZRecipientAuthOptionsSchema>;

packages/lib/types/webauthn.ts

@@ -0,0 +1,44 @@
+import { z } from 'zod';
+
+const ZClientExtensionResults = z.object({
+  appid: z.boolean().optional(),
+  credProps: z
+    .object({
+      rk: z.boolean().optional(),
+    })
+    .optional(),
+  hmacCreateSecret: z.boolean().optional(),
+});
+
+export const ZAuthenticationResponseJSONSchema = z.object({
+  id: z.string(),
+  rawId: z.string(),
+  response: z.object({
+    clientDataJSON: z.string(),
+    authenticatorData: z.string(),
+    signature: z.string(),
+    userHandle: z.string().optional(),
+  }),
+  authenticatorAttachment: z.union([z.literal('cross-platform'), z.literal('platform')]).optional(),
+  clientExtensionResults: ZClientExtensionResults,
+  type: z.literal('public-key'),
+});
+
+export const ZRegistrationResponseJSONSchema = z.object({
+  id: z.string(),
+  rawId: z.string(),
+  response: z.object({
+    clientDataJSON: z.string(),
+    attestationObject: z.string(),
+    authenticatorData: z.string().optional(),
+    transports: z.array(z.string()).optional(),
+    publicKeyAlgorithm: z.number().optional(),
+    publicKey: z.string().optional(),
+  }),
+  authenticatorAttachment: z.string().optional(),
+  clientExtensionResults: ZClientExtensionResults.optional(),
+  type: z.string(),
+});
+
+export type TAuthenticationResponseJSONSchema = z.infer<typeof ZAuthenticationResponseJSONSchema>;
+export type TRegistrationResponseJSONSchema = z.infer<typeof ZRegistrationResponseJSONSchema>;

packages/lib/utils/authenticator.ts

@@ -0,0 +1,17 @@
+import { WEBAPP_BASE_URL } from '../constants/app';
+import { PASSKEY_TIMEOUT } from '../constants/auth';
+
+/**
+ * Extracts common fields to identify the RP (relying party)
+ */
+export const getAuthenticatorOptions = () => {
+  const webAppBaseUrl = new URL(WEBAPP_BASE_URL);
+  const rpId = webAppBaseUrl.hostname;
+
+  return {
+    rpName: 'Documenso',
+    rpId,
+    origin: WEBAPP_BASE_URL,
+    timeout: PASSKEY_TIMEOUT,
+  };
+};

packages/lib/utils/document-audit-logs.ts

@@ -22,6 +22,7 @@ import {
   RECIPIENT_DIFF_TYPE,
   ZDocumentAuditLogSchema,
 } from '../types/document-audit-logs';
+import { ZRecipientAuthOptionsSchema } from '../types/document-auth';
 import type { RequestMetadata } from '../universal/extract-request-metadata';
 
 type CreateDocumentAuditLogDataOptions<T = TDocumentAuditLog['type']> = {
@@ -32,20 +33,20 @@ type CreateDocumentAuditLogDataOptions<T = TDocumentAuditLog['type']> = {
   requestMetadata?: RequestMetadata;
 };
 
-type CreateDocumentAuditLogDataResponse = Pick<
+export type CreateDocumentAuditLogDataResponse = Pick<
   DocumentAuditLog,
   'type' | 'ipAddress' | 'userAgent' | 'email' | 'userId' | 'name' | 'documentId'
 > & {
   data: TDocumentAuditLog['data'];
 };
 
-export const createDocumentAuditLogData = ({
+export const createDocumentAuditLogData = <T extends TDocumentAuditLog['type']>({
   documentId,
   type,
   data,
   user,
   requestMetadata,
-}: CreateDocumentAuditLogDataOptions): CreateDocumentAuditLogDataResponse => {
+}: CreateDocumentAuditLogDataOptions<T>): CreateDocumentAuditLogDataResponse => {
   return {
     type,
     data,
@@ -68,6 +69,7 @@ export const parseDocumentAuditLogData = (auditLog: DocumentAuditLog): TDocument
 
   // Handle any required migrations here.
   if (!data.success) {
+    // Todo: Alert us.
     console.error(data.error);
     throw new Error('Migration required');
   }
@@ -75,7 +77,7 @@ export const parseDocumentAuditLogData = (auditLog: DocumentAuditLog): TDocument
   return data.data;
 };
 
-type PartialRecipient = Pick<Recipient, 'email' | 'name' | 'role'>;
+type PartialRecipient = Pick<Recipient, 'email' | 'name' | 'role' | 'authOptions'>;
 
 export const diffRecipientChanges = (
   oldRecipient: PartialRecipient,
@@ -83,6 +85,32 @@ export const diffRecipientChanges = (
 ): TDocumentAuditLogRecipientDiffSchema[] => {
   const diffs: TDocumentAuditLogRecipientDiffSchema[] = [];
 
+  const oldAuthOptions = ZRecipientAuthOptionsSchema.parse(oldRecipient.authOptions);
+  const oldAccessAuth = oldAuthOptions.accessAuth;
+  const oldActionAuth = oldAuthOptions.actionAuth;
+
+  const newAuthOptions = ZRecipientAuthOptionsSchema.parse(newRecipient.authOptions);
+  const newAccessAuth =
+    newAuthOptions?.accessAuth === undefined ? oldAccessAuth : newAuthOptions.accessAuth;
+  const newActionAuth =
+    newAuthOptions?.actionAuth === undefined ? oldActionAuth : newAuthOptions.actionAuth;
+
+  if (oldAccessAuth !== newAccessAuth) {
+    diffs.push({
+      type: RECIPIENT_DIFF_TYPE.ACCESS_AUTH,
+      from: oldAccessAuth ?? '',
+      to: newAccessAuth ?? '',
+    });
+  }
+
+  if (oldActionAuth !== newActionAuth) {
+    diffs.push({
+      type: RECIPIENT_DIFF_TYPE.ACTION_AUTH,
+      from: oldActionAuth ?? '',
+      to: newActionAuth ?? '',
+    });
+  }
+
   if (oldRecipient.email !== newRecipient.email) {
     diffs.push({
       type: RECIPIENT_DIFF_TYPE.EMAIL,
@@ -166,7 +194,13 @@ export const diffDocumentMetaChanges = (
   const oldPassword = oldData?.password ?? null;
   const oldRedirectUrl = oldData?.redirectUrl ?? '';
 
-  if (oldDateFormat !== newData.dateFormat) {
+  const newDateFormat = newData?.dateFormat ?? '';
+  const newMessage = newData?.message ?? '';
+  const newSubject = newData?.subject ?? '';
+  const newTimezone = newData?.timezone ?? '';
+  const newRedirectUrl = newData?.redirectUrl ?? '';
+
+  if (oldDateFormat !== newDateFormat) {
     diffs.push({
       type: DOCUMENT_META_DIFF_TYPE.DATE_FORMAT,
       from: oldData?.dateFormat ?? '',
@@ -174,35 +208,35 @@ export const diffDocumentMetaChanges = (
     });
   }
 
-  if (oldMessage !== newData.message) {
+  if (oldMessage !== newMessage) {
     diffs.push({
       type: DOCUMENT_META_DIFF_TYPE.MESSAGE,
       from: oldMessage,
-      to: newData.message,
+      to: newMessage,
     });
   }
 
-  if (oldSubject !== newData.subject) {
+  if (oldSubject !== newSubject) {
     diffs.push({
       type: DOCUMENT_META_DIFF_TYPE.SUBJECT,
       from: oldSubject,
-      to: newData.subject,
+      to: newSubject,
     });
   }
 
-  if (oldTimezone !== newData.timezone) {
+  if (oldTimezone !== newTimezone) {
     diffs.push({
       type: DOCUMENT_META_DIFF_TYPE.TIMEZONE,
       from: oldTimezone,
-      to: newData.timezone,
+      to: newTimezone,
     });
   }
 
-  if (oldRedirectUrl !== newData.redirectUrl) {
+  if (oldRedirectUrl !== newRedirectUrl) {
     diffs.push({
       type: DOCUMENT_META_DIFF_TYPE.REDIRECT_URL,
       from: oldRedirectUrl,
-      to: newData.redirectUrl,
+      to: newRedirectUrl,
     });
   }
 
@@ -278,6 +312,14 @@ export const formatDocumentAuditLogAction = (auditLog: TDocumentAuditLog, userId
       anonymous: 'Field unsigned',
       identified: 'unsigned a field',
     }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACCESS_UPDATED }, () => ({
+      anonymous: 'Document access auth updated',
+      identified: 'updated the document access auth requirements',
+    }))
+    .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_GLOBAL_AUTH_ACTION_UPDATED }, () => ({
+      anonymous: 'Document signing auth updated',
+      identified: 'updated the document signing auth requirements',
+    }))
     .with({ type: DOCUMENT_AUDIT_LOG_TYPE.DOCUMENT_META_UPDATED }, () => ({
       anonymous: 'Document updated',
       identified: 'updated the document',

packages/lib/utils/document-auth.ts

@@ -0,0 +1,72 @@
+import type { Document, Recipient } from '@documenso/prisma/client';
+
+import type {
+  TDocumentAuthOptions,
+  TRecipientAccessAuthTypes,
+  TRecipientActionAuthTypes,
+  TRecipientAuthOptions,
+} from '../types/document-auth';
+import { DocumentAuth } from '../types/document-auth';
+import { ZDocumentAuthOptionsSchema, ZRecipientAuthOptionsSchema } from '../types/document-auth';
+
+type ExtractDocumentAuthMethodsOptions = {
+  documentAuth: Document['authOptions'];
+  recipientAuth?: Recipient['authOptions'];
+};
+
+/**
+ * Parses and extracts the document and recipient authentication values.
+ *
+ * Will combine the recipient and document auth values to derive the final
+ * auth values for a recipient if possible.
+ */
+export const extractDocumentAuthMethods = ({
+  documentAuth,
+  recipientAuth,
+}: ExtractDocumentAuthMethodsOptions) => {
+  const documentAuthOption = ZDocumentAuthOptionsSchema.parse(documentAuth);
+  const recipientAuthOption = ZRecipientAuthOptionsSchema.parse(recipientAuth);
+
+  const derivedRecipientAccessAuth: TRecipientAccessAuthTypes | null =
+    recipientAuthOption.accessAuth || documentAuthOption.globalAccessAuth;
+
+  const derivedRecipientActionAuth: TRecipientActionAuthTypes | null =
+    recipientAuthOption.actionAuth || documentAuthOption.globalActionAuth;
+
+  const recipientAccessAuthRequired = derivedRecipientAccessAuth !== null;
+
+  const recipientActionAuthRequired =
+    derivedRecipientActionAuth !== DocumentAuth.EXPLICIT_NONE &&
+    derivedRecipientActionAuth !== null;
+
+  return {
+    derivedRecipientAccessAuth,
+    derivedRecipientActionAuth,
+    recipientAccessAuthRequired,
+    recipientActionAuthRequired,
+    documentAuthOption,
+    recipientAuthOption,
+  };
+};
+
+/**
+ * Create document auth options in a type safe way.
+ */
+export const createDocumentAuthOptions = (options: TDocumentAuthOptions): TDocumentAuthOptions => {
+  return {
+    globalAccessAuth: options?.globalAccessAuth ?? null,
+    globalActionAuth: options?.globalActionAuth ?? null,
+  };
+};
+
+/**
+ * Create recipient auth options in a type safe way.
+ */
+export const createRecipientAuthOptions = (
+  options: TRecipientAuthOptions,
+): TRecipientAuthOptions => {
+  return {
+    accessAuth: options?.accessAuth ?? null,
+    actionAuth: options?.actionAuth ?? null,
+  };
+};

packages/prisma/migrations/20240306060259_add_passkeys/migration.sql

@@ -0,0 +1,49 @@
+-- AlterEnum
+-- This migration adds more than one value to an enum.
+-- With PostgreSQL versions 11 and earlier, this is not possible
+-- in a single migration. This can be worked around by creating
+-- multiple migrations, each migration adding only one value to
+-- the enum.
+
+
+ALTER TYPE "UserSecurityAuditLogType" ADD VALUE 'PASSKEY_CREATED';
+ALTER TYPE "UserSecurityAuditLogType" ADD VALUE 'PASSKEY_DELETED';
+ALTER TYPE "UserSecurityAuditLogType" ADD VALUE 'PASSKEY_UPDATED';
+ALTER TYPE "UserSecurityAuditLogType" ADD VALUE 'SIGN_IN_PASSKEY_FAIL';
+
+-- CreateTable
+CREATE TABLE "Passkey" (
+    "id" TEXT NOT NULL,
+    "userId" INTEGER NOT NULL,
+    "name" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "lastUsedAt" TIMESTAMP(3),
+    "credentialId" BYTEA NOT NULL,
+    "credentialPublicKey" BYTEA NOT NULL,
+    "counter" BIGINT NOT NULL,
+    "credentialDeviceType" TEXT NOT NULL,
+    "credentialBackedUp" BOOLEAN NOT NULL,
+    "transports" TEXT[],
+
+    CONSTRAINT "Passkey_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateTable
+CREATE TABLE "AnonymousVerificationToken" (
+    "id" TEXT NOT NULL,
+    "token" TEXT NOT NULL,
+    "expiresAt" TIMESTAMP(3) NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "AnonymousVerificationToken_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "AnonymousVerificationToken_id_key" ON "AnonymousVerificationToken"("id");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "AnonymousVerificationToken_token_key" ON "AnonymousVerificationToken"("token");
+
+-- AddForeignKey
+ALTER TABLE "Passkey" ADD CONSTRAINT "Passkey_userId_fkey" FOREIGN KEY ("userId") REFERENCES "User"("id") ON DELETE CASCADE ON UPDATE CASCADE;

packages/prisma/migrations/20240311113243_add_document_auth/migration.sql

@@ -0,0 +1,5 @@
+-- AlterTable
+ALTER TABLE "Document" ADD COLUMN     "authOptions" JSONB;
+
+-- AlterTable
+ALTER TABLE "Recipient" ADD COLUMN     "authOptions" JSONB;

packages/prisma/migrations/20240317092548_add_verification_secondary_id/migration.sql

@@ -0,0 +1,12 @@
+/*
+  Warnings:
+
+  - A unique constraint covering the columns `[secondaryId]` on the table `VerificationToken` will be added. If there are existing duplicate values, this will fail.
+  - The required column `secondaryId` was added to the `VerificationToken` table with a prisma-level default value. This is not possible if the table is not empty. Please add this column as optional, then populate it before making it required.
+
+*/
+-- AlterTable
+ALTER TABLE "VerificationToken" ADD COLUMN     "secondaryId" TEXT NOT NULL;
+
+-- CreateIndex
+CREATE UNIQUE INDEX "VerificationToken_secondaryId_key" ON "VerificationToken"("secondaryId");

packages/prisma/schema.prisma

@@ -52,6 +52,7 @@ model User {
   securityAuditLogs UserSecurityAuditLog[]
   Webhooks          Webhook[]
   siteSettings      SiteSettings[]
+  passkeys          Passkey[]
 
   @@index([email])
 }
@@ -68,12 +69,16 @@ enum UserSecurityAuditLogType {
   ACCOUNT_SSO_LINK
   AUTH_2FA_DISABLE
   AUTH_2FA_ENABLE
+  PASSKEY_CREATED
+  PASSKEY_DELETED
+  PASSKEY_UPDATED
   PASSWORD_RESET
   PASSWORD_UPDATE
   SIGN_OUT
   SIGN_IN
   SIGN_IN_FAIL
   SIGN_IN_2FA_FAIL
+  SIGN_IN_PASSKEY_FAIL
 }
 
 model UserSecurityAuditLog {
@@ -96,14 +101,39 @@ model PasswordResetToken {
   User      User     @relation(fields: [userId], references: [id])
 }
 
+model Passkey {
+  id                   String    @id @default(cuid())
+  userId               Int
+  name                 String
+  createdAt            DateTime  @default(now())
+  updatedAt            DateTime  @default(now())
+  lastUsedAt           DateTime?
+  credentialId         Bytes
+  credentialPublicKey  Bytes
+  counter              BigInt
+  credentialDeviceType String
+  credentialBackedUp   Boolean
+  transports           String[]
+
+  User User @relation(fields: [userId], references: [id], onDelete: Cascade)
+}
+
+model AnonymousVerificationToken {
+  id        String   @id @unique @default(cuid())
+  token     String   @unique
+  expiresAt DateTime
+  createdAt DateTime @default(now())
+}
+
 model VerificationToken {
-  id         Int      @id @default(autoincrement())
-  identifier String
-  token      String   @unique
-  expires    DateTime
-  createdAt  DateTime @default(now())
-  userId     Int
-  user       User     @relation(fields: [userId], references: [id], onDelete: Cascade)
+  id          Int      @id @default(autoincrement())
+  secondaryId String   @unique @default(cuid())
+  identifier  String
+  token       String   @unique
+  expires     DateTime
+  createdAt   DateTime @default(now())
+  userId      Int
+  user        User     @relation(fields: [userId], references: [id], onDelete: Cascade)
 }
 
 enum WebhookTriggerEvents {
@@ -226,6 +256,7 @@ model Document {
   id             Int                 @id @default(autoincrement())
   userId         Int
   User           User                @relation(fields: [userId], references: [id], onDelete: Cascade)
+  authOptions    Json?
   title          String
   status         DocumentStatus      @default(DRAFT)
   Recipient      Recipient[]
@@ -323,6 +354,7 @@ model Recipient {
   token         String
   expired       DateTime?
   signedAt      DateTime?
+  authOptions   Json?
   role          RecipientRole @default(SIGNER)
   readStatus    ReadStatus    @default(NOT_OPENED)
   signingStatus SigningStatus @default(NOT_SIGNED)

packages/prisma/seed/documents.ts

@@ -1,4 +1,4 @@
-import type { User } from '@prisma/client';
+import type { Document, User } from '@prisma/client';
 import { nanoid } from 'nanoid';
 import fs from 'node:fs';
 import path from 'node:path';
@@ -33,19 +33,19 @@ export const seedDocuments = async (documents: DocumentToSeed[]) => {
     documents.map(async (document, i) =>
       match(document.type)
         .with(DocumentStatus.DRAFT, async () =>
-          createDraftDocument(document.sender, document.recipients, {
+          seedDraftDocument(document.sender, document.recipients, {
             key: i,
             createDocumentOptions: document.documentOptions,
           }),
         )
         .with(DocumentStatus.PENDING, async () =>
-          createPendingDocument(document.sender, document.recipients, {
+          seedPendingDocument(document.sender, document.recipients, {
             key: i,
             createDocumentOptions: document.documentOptions,
           }),
         )
         .with(DocumentStatus.COMPLETED, async () =>
-          createCompletedDocument(document.sender, document.recipients, {
+          seedCompletedDocument(document.sender, document.recipients, {
             key: i,
             createDocumentOptions: document.documentOptions,
           }),
@@ -55,7 +55,37 @@ export const seedDocuments = async (documents: DocumentToSeed[]) => {
   );
 };
 
-const createDraftDocument = async (
+export const seedBlankDocument = async (owner: User, options: CreateDocumentOptions = {}) => {
+  const { key, createDocumentOptions = {} } = options;
+
+  const documentData = await prisma.documentData.create({
+    data: {
+      type: DocumentDataType.BYTES_64,
+      data: examplePdf,
+      initialData: examplePdf,
+    },
+  });
+
+  return await prisma.document.create({
+    data: {
+      title: `[TEST] Document ${key} - Draft`,
+      status: DocumentStatus.DRAFT,
+      documentDataId: documentData.id,
+      userId: owner.id,
+      ...createDocumentOptions,
+    },
+  });
+};
+
+export const unseedDocument = async (documentId: number) => {
+  await prisma.document.delete({
+    where: {
+      id: documentId,
+    },
+  });
+};
+
+export const seedDraftDocument = async (
   sender: User,
   recipients: (User | string)[],
   options: CreateDocumentOptions = {},
@@ -114,6 +144,8 @@ const createDraftDocument = async (
       },
     });
   }
+
+  return document;
 };
 
 type CreateDocumentOptions = {
@@ -121,7 +153,7 @@ type CreateDocumentOptions = {
   createDocumentOptions?: Partial<Prisma.DocumentUncheckedCreateInput>;
 };
 
-const createPendingDocument = async (
+export const seedPendingDocument = async (
   sender: User,
   recipients: (User | string)[],
   options: CreateDocumentOptions = {},
@@ -180,9 +212,145 @@ const createPendingDocument = async (
       },
     });
   }
+
+  return document;
 };
 
-const createCompletedDocument = async (
+export const seedPendingDocumentNoFields = async ({
+  owner,
+  recipients,
+  updateDocumentOptions,
+}: {
+  owner: User;
+  recipients: (User | string)[];
+  updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
+}) => {
+  const document: Document = await seedBlankDocument(owner);
+
+  for (const recipient of recipients) {
+    const email = typeof recipient === 'string' ? recipient : recipient.email;
+    const name = typeof recipient === 'string' ? recipient : recipient.name ?? '';
+
+    await prisma.recipient.create({
+      data: {
+        email,
+        name,
+        token: nanoid(),
+        readStatus: ReadStatus.OPENED,
+        sendStatus: SendStatus.SENT,
+        signingStatus: SigningStatus.NOT_SIGNED,
+        signedAt: new Date(),
+        Document: {
+          connect: {
+            id: document.id,
+          },
+        },
+      },
+    });
+  }
+
+  const createdRecipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+    include: {
+      Field: true,
+    },
+  });
+
+  const latestDocument = updateDocumentOptions
+    ? await prisma.document.update({
+        where: {
+          id: document.id,
+        },
+        data: updateDocumentOptions,
+      })
+    : document;
+
+  return {
+    document: latestDocument,
+    recipients: createdRecipients,
+  };
+};
+
+export const seedPendingDocumentWithFullFields = async ({
+  owner,
+  recipients,
+  recipientsCreateOptions,
+  updateDocumentOptions,
+  fields = [FieldType.DATE, FieldType.EMAIL, FieldType.NAME, FieldType.SIGNATURE, FieldType.TEXT],
+}: {
+  owner: User;
+  recipients: (User | string)[];
+  recipientsCreateOptions?: Partial<Prisma.RecipientCreateInput>[];
+  updateDocumentOptions?: Partial<Prisma.DocumentUncheckedUpdateInput>;
+  fields?: FieldType[];
+}) => {
+  const document: Document = await seedBlankDocument(owner);
+
+  for (const [recipientIndex, recipient] of recipients.entries()) {
+    const email = typeof recipient === 'string' ? recipient : recipient.email;
+    const name = typeof recipient === 'string' ? recipient : recipient.name ?? '';
+
+    await prisma.recipient.create({
+      data: {
+        email,
+        name,
+        token: nanoid(),
+        readStatus: ReadStatus.OPENED,
+        sendStatus: SendStatus.SENT,
+        signingStatus: SigningStatus.NOT_SIGNED,
+        signedAt: new Date(),
+        Document: {
+          connect: {
+            id: document.id,
+          },
+        },
+        Field: {
+          createMany: {
+            data: fields.map((fieldType, fieldIndex) => ({
+              page: 1,
+              type: fieldType,
+              inserted: false,
+              customText: name,
+              positionX: new Prisma.Decimal((recipientIndex + 1) * 5),
+              positionY: new Prisma.Decimal((fieldIndex + 1) * 5),
+              width: new Prisma.Decimal(5),
+              height: new Prisma.Decimal(5),
+              documentId: document.id,
+            })),
+          },
+        },
+        ...(recipientsCreateOptions?.[recipientIndex] ?? {}),
+      },
+    });
+  }
+
+  const createdRecipients = await prisma.recipient.findMany({
+    where: {
+      documentId: document.id,
+    },
+    include: {
+      Field: true,
+    },
+  });
+
+  const latestDocument = updateDocumentOptions
+    ? await prisma.document.update({
+        where: {
+          id: document.id,
+        },
+        data: updateDocumentOptions,
+      })
+    : document;
+
+  return {
+    document: latestDocument,
+    recipients: createdRecipients,
+  };
+};
+
+export const seedCompletedDocument = async (
   sender: User,
   recipients: (User | string)[],
   options: CreateDocumentOptions = {},
@@ -241,6 +409,8 @@ const createCompletedDocument = async (
       },
     });
   }
+
+  return document;
 };
 
 /**

packages/prisma/seed/users.ts

@@ -2,6 +2,8 @@ import { hashSync } from '@documenso/lib/server-only/auth/hash';
 
 import { prisma } from '..';
 
+export const seedTestEmail = () => `user-${Date.now()}@test.documenso.com`;
+
 type SeedUserOptions = {
   name?: string;
   email?: string;

packages/trpc/server/auth-router/router.ts

@@ -1,15 +1,32 @@
+import type { RegistrationResponseJSON } from '@simplewebauthn/types';
 import { TRPCError } from '@trpc/server';
 import { env } from 'next-runtime-env';
 
 import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
 import { ErrorCode } from '@documenso/lib/next-auth/error-codes';
+import { createPasskey } from '@documenso/lib/server-only/auth/create-passkey';
+import { createPasskeyAuthenticationOptions } from '@documenso/lib/server-only/auth/create-passkey-authentication-options';
+import { createPasskeyRegistrationOptions } from '@documenso/lib/server-only/auth/create-passkey-registration-options';
+import { createPasskeySigninOptions } from '@documenso/lib/server-only/auth/create-passkey-signin-options';
+import { deletePasskey } from '@documenso/lib/server-only/auth/delete-passkey';
+import { findPasskeys } from '@documenso/lib/server-only/auth/find-passkeys';
 import { compareSync } from '@documenso/lib/server-only/auth/hash';
+import { updatePasskey } from '@documenso/lib/server-only/auth/update-passkey';
 import { createUser } from '@documenso/lib/server-only/user/create-user';
 import { sendConfirmationToken } from '@documenso/lib/server-only/user/send-confirmation-token';
+import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
 
 import { authenticatedProcedure, procedure, router } from '../trpc';
-import { ZSignUpMutationSchema, ZVerifyPasswordMutationSchema } from './schema';
+import {
+  ZCreatePasskeyAuthenticationOptionsMutationSchema,
+  ZCreatePasskeyMutationSchema,
+  ZDeletePasskeyMutationSchema,
+  ZFindPasskeysQuerySchema,
+  ZSignUpMutationSchema,
+  ZUpdatePasskeyMutationSchema,
+  ZVerifyPasswordMutationSchema,
+} from './schema';
 
 const NEXT_PUBLIC_DISABLE_SIGNUP = () => env('NEXT_PUBLIC_DISABLE_SIGNUP');
 
@@ -78,4 +95,147 @@ export const authRouter = router({
 
       return valid;
     }),
+
+  createPasskey: authenticatedProcedure
+    .input(ZCreatePasskeyMutationSchema)
+    .mutation(async ({ ctx, input }) => {
+      try {
+        // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
+        const verificationResponse = input.verificationResponse as RegistrationResponseJSON;
+
+        return await createPasskey({
+          userId: ctx.user.id,
+          verificationResponse,
+          passkeyName: input.passkeyName,
+          requestMetadata: extractNextApiRequestMetadata(ctx.req),
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw AppError.parseErrorToTRPCError(err);
+      }
+    }),
+
+  createPasskeyAuthenticationOptions: authenticatedProcedure
+    .input(ZCreatePasskeyAuthenticationOptionsMutationSchema)
+    .mutation(async ({ ctx, input }) => {
+      try {
+        return await createPasskeyAuthenticationOptions({
+          userId: ctx.user.id,
+          preferredPasskeyId: input?.preferredPasskeyId,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message:
+            'We were unable to create the authentication options for the passkey. Please try again later.',
+        });
+      }
+    }),
+
+  createPasskeyRegistrationOptions: authenticatedProcedure.mutation(async ({ ctx }) => {
+    try {
+      return await createPasskeyRegistrationOptions({
+        userId: ctx.user.id,
+      });
+    } catch (err) {
+      console.error(err);
+
+      throw new TRPCError({
+        code: 'BAD_REQUEST',
+        message:
+          'We were unable to create the registration options for the passkey. Please try again later.',
+      });
+    }
+  }),
+
+  createPasskeySigninOptions: procedure.mutation(async ({ ctx }) => {
+    const cookie = ctx.req.headers.cookie ?? '';
+
+    const sessionIdToken = cookie?.split(';').find((c) => c.includes('next-auth.csrf-token'));
+
+    if (!sessionIdToken) {
+      throw new Error('Missing CSRF token');
+    }
+
+    const sessionId = decodeURI(sessionIdToken.split('=')[1]).split('|')[0];
+
+    try {
+      return await createPasskeySigninOptions({ sessionId });
+    } catch (err) {
+      console.error(err);
+
+      throw new TRPCError({
+        code: 'BAD_REQUEST',
+        message: 'We were unable to create the options for passkey signin. Please try again later.',
+      });
+    }
+  }),
+
+  deletePasskey: authenticatedProcedure
+    .input(ZDeletePasskeyMutationSchema)
+    .mutation(async ({ ctx, input }) => {
+      try {
+        const { passkeyId } = input;
+
+        await deletePasskey({
+          userId: ctx.user.id,
+          passkeyId,
+          requestMetadata: extractNextApiRequestMetadata(ctx.req),
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to delete this passkey. Please try again later.',
+        });
+      }
+    }),
+
+  findPasskeys: authenticatedProcedure
+    .input(ZFindPasskeysQuerySchema)
+    .query(async ({ input, ctx }) => {
+      try {
+        const { page, perPage, orderBy } = input;
+
+        return await findPasskeys({
+          page,
+          perPage,
+          orderBy,
+          userId: ctx.user.id,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to find passkeys. Please try again later.',
+        });
+      }
+    }),
+
+  updatePasskey: authenticatedProcedure
+    .input(ZUpdatePasskeyMutationSchema)
+    .mutation(async ({ ctx, input }) => {
+      try {
+        const { passkeyId, name } = input;
+
+        await updatePasskey({
+          userId: ctx.user.id,
+          passkeyId,
+          name,
+          requestMetadata: extractNextApiRequestMetadata(ctx.req),
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to update this passkey. Please try again later.',
+        });
+      }
+    }),
 });

packages/trpc/server/auth-router/schema.ts

@@ -1,5 +1,8 @@
 import { z } from 'zod';
 
+import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
+import { ZRegistrationResponseJSONSchema } from '@documenso/lib/types/webauthn';
+
 export const ZCurrentPasswordSchema = z
   .string()
   .min(6, { message: 'Must be at least 6 characters in length' })
@@ -32,6 +35,35 @@ export const ZSignUpMutationSchema = z.object({
     .optional(),
 });
 
+export const ZCreatePasskeyMutationSchema = z.object({
+  passkeyName: z.string().trim().min(1),
+  verificationResponse: ZRegistrationResponseJSONSchema,
+});
+
+export const ZCreatePasskeyAuthenticationOptionsMutationSchema = z
+  .object({
+    preferredPasskeyId: z.string().optional(),
+  })
+  .optional();
+
+export const ZDeletePasskeyMutationSchema = z.object({
+  passkeyId: z.string().trim().min(1),
+});
+
+export const ZUpdatePasskeyMutationSchema = z.object({
+  passkeyId: z.string().trim().min(1),
+  name: z.string().trim().min(1),
+});
+
+export const ZFindPasskeysQuerySchema = ZBaseTableSearchParamsSchema.extend({
+  orderBy: z
+    .object({
+      column: z.enum(['createdAt', 'updatedAt', 'name']),
+      direction: z.enum(['asc', 'desc']),
+    })
+    .optional(),
+});
+
 export type TSignUpMutationSchema = z.infer<typeof ZSignUpMutationSchema>;
 
 export const ZVerifyPasswordMutationSchema = ZSignUpMutationSchema.pick({ password: true });

packages/trpc/server/document-router/router.ts

@@ -12,6 +12,7 @@ import { getDocumentAndSenderByToken } from '@documenso/lib/server-only/document
 import { resendDocument } from '@documenso/lib/server-only/document/resend-document';
 import { searchDocumentsWithKeyword } from '@documenso/lib/server-only/document/search-documents-with-keyword';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
+import { updateDocumentSettings } from '@documenso/lib/server-only/document/update-document-settings';
 import { updateTitle } from '@documenso/lib/server-only/document/update-title';
 import { symmetricEncrypt } from '@documenso/lib/universal/crypto';
 import { extractNextApiRequestMetadata } from '@documenso/lib/universal/extract-request-metadata';
@@ -27,6 +28,7 @@ import {
   ZSearchDocumentsMutationSchema,
   ZSendDocumentMutationSchema,
   ZSetPasswordForDocumentMutationSchema,
+  ZSetSettingsForDocumentMutationSchema,
   ZSetTitleForDocumentMutationSchema,
 } from './schema';
 
@@ -49,22 +51,25 @@ export const documentRouter = router({
       }
     }),
 
-  getDocumentByToken: procedure.input(ZGetDocumentByTokenQuerySchema).query(async ({ input }) => {
-    try {
-      const { token } = input;
+  getDocumentByToken: procedure
+    .input(ZGetDocumentByTokenQuerySchema)
+    .query(async ({ input, ctx }) => {
+      try {
+        const { token } = input;
 
-      return await getDocumentAndSenderByToken({
-        token,
-      });
-    } catch (err) {
-      console.error(err);
+        return await getDocumentAndSenderByToken({
+          token,
+          userId: ctx.user?.id,
+        });
+      } catch (err) {
+        console.error(err);
 
-      throw new TRPCError({
-        code: 'BAD_REQUEST',
-        message: 'We were unable to find this document. Please try again later.',
-      });
-    }
-  }),
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'We were unable to find this document. Please try again later.',
+        });
+      }
+    }),
 
   createDocument: authenticatedProcedure
     .input(ZCreateDocumentMutationSchema)
@@ -150,6 +155,46 @@ export const documentRouter = router({
       }
     }),
 
+  // Todo: Add API
+  setSettingsForDocument: authenticatedProcedure
+    .input(ZSetSettingsForDocumentMutationSchema)
+    .mutation(async ({ input, ctx }) => {
+      try {
+        const { documentId, teamId, data, meta } = input;
+
+        const userId = ctx.user.id;
+
+        const requestMetadata = extractNextApiRequestMetadata(ctx.req);
+
+        if (meta.timezone || meta.dateFormat || meta.redirectUrl) {
+          await upsertDocumentMeta({
+            documentId,
+            dateFormat: meta.dateFormat,
+            timezone: meta.timezone,
+            redirectUrl: meta.redirectUrl,
+            userId: ctx.user.id,
+            requestMetadata,
+          });
+        }
+
+        return await updateDocumentSettings({
+          userId,
+          teamId,
+          documentId,
+          data,
+          requestMetadata,
+        });
+      } catch (err) {
+        console.error(err);
+
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message:
+            'We were unable to update the settings for this document. Please try again later.',
+        });
+      }
+    }),
+
   setTitleForDocument: authenticatedProcedure
     .input(ZSetTitleForDocumentMutationSchema)
     .mutation(async ({ input, ctx }) => {

packages/trpc/server/document-router/schema.ts

@@ -1,6 +1,10 @@
 import { z } from 'zod';
 
 import { URL_REGEX } from '@documenso/lib/constants/url-regex';
+import {
+  ZDocumentAccessAuthTypesSchema,
+  ZDocumentActionAuthTypesSchema,
+} from '@documenso/lib/types/document-auth';
 import { ZBaseTableSearchParamsSchema } from '@documenso/lib/types/search-params';
 import { FieldType, RecipientRole } from '@documenso/prisma/client';
 
@@ -37,6 +41,30 @@ export const ZCreateDocumentMutationSchema = z.object({
 
 export type TCreateDocumentMutationSchema = z.infer<typeof ZCreateDocumentMutationSchema>;
 
+export const ZSetSettingsForDocumentMutationSchema = z.object({
+  documentId: z.number(),
+  teamId: z.number().min(1).optional(),
+  data: z.object({
+    title: z.string().min(1).optional(),
+    globalAccessAuth: ZDocumentAccessAuthTypesSchema.nullable().optional(),
+    globalActionAuth: ZDocumentActionAuthTypesSchema.nullable().optional(),
+  }),
+  meta: z.object({
+    timezone: z.string(),
+    dateFormat: z.string(),
+    redirectUrl: z
+      .string()
+      .optional()
+      .refine((value) => value === undefined || value === '' || URL_REGEX.test(value), {
+        message: 'Please enter a valid URL',
+      }),
+  }),
+});
+
+export type TSetGeneralSettingsForDocumentMutationSchema = z.infer<
+  typeof ZSetSettingsForDocumentMutationSchema
+>;
+
 export const ZSetTitleForDocumentMutationSchema = z.object({
   documentId: z.number(),
   teamId: z.number().min(1).optional(),
@@ -88,8 +116,8 @@ export const ZSendDocumentMutationSchema = z.object({
   meta: z.object({
     subject: z.string(),
     message: z.string(),
-    timezone: z.string(),
-    dateFormat: z.string(),
+    timezone: z.string().optional(),
+    dateFormat: z.string().optional(),
     redirectUrl: z
       .string()
       .optional()

packages/trpc/server/field-router/router.ts

@@ -1,5 +1,6 @@
 import { TRPCError } from '@trpc/server';
 
+import { AppError } from '@documenso/lib/errors/app-error';
 import { removeSignedFieldWithToken } from '@documenso/lib/server-only/field/remove-signed-field-with-token';
 import { setFieldsForDocument } from '@documenso/lib/server-only/field/set-fields-for-document';
 import { setFieldsForTemplate } from '@documenso/lib/server-only/field/set-fields-for-template';
@@ -71,22 +72,21 @@ export const fieldRouter = router({
     .input(ZSignFieldWithTokenMutationSchema)
     .mutation(async ({ input, ctx }) => {
       try {
-        const { token, fieldId, value, isBase64 } = input;
+        const { token, fieldId, value, isBase64, authOptions } = input;
 
         return await signFieldWithToken({
           token,
           fieldId,
           value,
           isBase64,
+          userId: ctx.user?.id,
+          authOptions,
           requestMetadata: extractNextApiRequestMetadata(ctx.req),
         });
       } catch (err) {
         console.error(err);
 
-        throw new TRPCError({
-          code: 'BAD_REQUEST',
-          message: 'We were unable to sign this field. Please try again later.',
-        });
+        throw AppError.parseErrorToTRPCError(err);
       }
     }),