feat: add passkey and 2FA document action auth options (#1065)

## Description

Add the following document action auth options:
- 2FA
- Passkey

If the user does not have the required auth setup, we onboard them
directly.

## Changes made

Note: Added secondaryId to the VerificationToken schema

## Testing Performed

Tested locally, pending preview tests

## Checklist

- [X] I have tested these changes locally and they work as expected.
- [X] I have added/updated tests that prove the effectiveness of these
changes.
- [X] I have followed the project's coding style guidelines.

<!-- This is an auto-generated comment: release notes by coderabbit.ai
-->

## Summary by CodeRabbit

- **New Features**
- Introduced components for 2FA, account, and passkey authentication
during document signing.
- Added "Require passkey" option to document settings and signer
authentication settings.
- Enhanced form submission and loading states for improved user
experience.
- **Refactor**
- Optimized authentication components to efficiently support multiple
authentication methods.
- **Chores**
- Updated and renamed functions and components for clarity and
consistency across the authentication system.
- Refined sorting options and database schema to support new
authentication features.
- **Bug Fixes**
- Adjusted SignInForm to verify browser support for WebAuthn before
proceeding.

<!-- end of auto-generated comment: release notes by coderabbit.ai -->

.devcontainer/on-create.sh

@@ -1,13 +1,10 @@
 #!/usr/bin/env bash
 
-# Start the database and mailserver
-docker compose -f ./docker/compose-without-app.yml up -d
-
 # Install dependencies
 npm install
 
 # Copy the env file
 cp .env.example .env
 
-# Run the migrations
+# Run the dev setup
-npm run prisma:migrate-dev
+npm run dx

.env.example

@@ -22,10 +22,23 @@ NEXT_PRIVATE_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documen
 # Defines the URL to use for the database when running migrations and other commands that won't work with a connection pool.
 NEXT_PRIVATE_DIRECT_DATABASE_URL="postgres://documenso:password@127.0.0.1:54320/documenso"
 
-# [[E2E Tests]]
+# [[SIGNING]]
-E2E_TEST_AUTHENTICATE_USERNAME="Test User"
+# The transport to use for document signing. Available options: local (default) | gcloud-hsm
-E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
+NEXT_PRIVATE_SIGNING_TRANSPORT="local"
-E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
+# OPTIONAL: The passphrase to use for the local file-based signing transport.
+NEXT_PRIVATE_SIGNING_PASSPHRASE=
+# OPTIONAL: The local file path to the .p12 file to use for the local signing transport.
+NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=
+# OPTIONAL: The base64-encoded contents of the .p12 file to use for the local signing transport.
+NEXT_PRIVATE_SIGNING_LOCAL_FILE_CONTENTS=
+# OPTIONAL: The path to the Google Cloud HSM key to use for the gcloud-hsm signing transport.
+NEXT_PRIVATE_SIGNING_GCLOUD_HSM_KEY_PATH=
+# OPTIONAL: The path to the Google Cloud HSM public certificate file to use for the gcloud-hsm signing transport.
+NEXT_PRIVATE_SIGNING_GCLOUD_HSM_PUBLIC_CRT_FILE_PATH=
+# OPTIONAL: The base64-encoded contents of the Google Cloud HSM public certificate file to use for the gcloud-hsm signing transport.
+NEXT_PRIVATE_SIGNING_GCLOUD_HSM_PUBLIC_CRT_FILE_CONTENTS=
+# OPTIONAL: The path to the Google Cloud Credentials file to use for the gcloud-hsm signing transport.
+NEXT_PRIVATE_SIGNING_GCLOUD_APPLICATION_CREDENTIALS_CONTENTS=
 
 # [[SIGNING]]
 # OPTIONAL: Defines the signing transport to use. Available options: local (default)
@@ -42,6 +55,9 @@ NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH=
 NEXT_PUBLIC_UPLOAD_TRANSPORT="database"
 # OPTIONAL: Defines the endpoint to use for the S3 storage transport. Relevant when using third-party S3-compatible providers.
 NEXT_PRIVATE_UPLOAD_ENDPOINT="http://127.0.0.1:9002"
+# OPTIONAL: Defines the force path style to use for the S3 storage transport. Relevant when using third-party S3-compatible providers.
+# This will change it from using virtual hosts <bucket>.domain.com/<path> to fully qualified paths domain.com/<bucket>/<path>
+NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE="false"
 # OPTIONAL: Defines the region to use for the S3 storage transport. Defaults to us-east-1.
 NEXT_PRIVATE_UPLOAD_REGION="unknown"
 # REQUIRED: Defines the bucket to use for the S3 storage transport.
@@ -91,6 +107,7 @@ NEXT_PUBLIC_DOCUMENT_SIZE_UPLOAD_LIMIT=5
 NEXT_PRIVATE_STRIPE_API_KEY=
 NEXT_PRIVATE_STRIPE_WEBHOOK_SECRET=
 NEXT_PUBLIC_STRIPE_COMMUNITY_PLAN_MONTHLY_PRICE_ID=
+NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID=
 
 # [[FEATURES]]
 # OPTIONAL: Leave blank to disable PostHog and feature flags.
@@ -100,6 +117,11 @@ NEXT_PUBLIC_FEATURE_BILLING_ENABLED=
 # OPTIONAL: Leave blank to allow users to signup through /signup page.
 NEXT_PUBLIC_DISABLE_SIGNUP=
 
+# [[E2E Tests]]
+E2E_TEST_AUTHENTICATE_USERNAME="Test User"
+E2E_TEST_AUTHENTICATE_USER_EMAIL="testuser@mail.com"
+E2E_TEST_AUTHENTICATE_USER_PASSWORD="test_Password123"
+
 # This is only required for the marketing site
 # [[REDIS]]
 NEXT_PRIVATE_REDIS_URL=

.vscode/settings.json

@@ -1,7 +1,9 @@
 {
   "typescript.tsdk": "node_modules/typescript/lib",
+  "editor.defaultFormatter": "esbenp.prettier-vscode",
+  "editor.formatOnSave": true,
   "editor.codeActionsOnSave": {
-    "source.fixAll.eslint": "explicit"
+    "source.fixAll": "explicit"
   },
   "eslint.validate": ["typescript", "typescriptreact", "javascript", "javascriptreact"],
   "javascript.preferences.importModuleSpecifier": "non-relative",

apps/marketing/next.config.js

@@ -21,7 +21,7 @@ const FONT_CAVEAT_BYTES = fs.readFileSync(
 const config = {
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
     serverActions: {
       bodySizeLimit: '50mb',
     },

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

@@ -38,7 +38,8 @@ export default function MarketingLayout({ children }: MarketingLayoutProps) {
   return (
     <div
       className={cn('relative flex min-h-[100vh] max-w-[100vw] flex-col pt-20 md:pt-28', {
-        'overflow-y-auto overflow-x-hidden': pathname !== '/singleplayer',
+        'overflow-y-auto overflow-x-hidden':
+          pathname && !['/singleplayer', '/pricing'].includes(pathname),
       })}
     >
       <div

apps/marketing/src/app/(marketing)/open/bar-metrics.tsx

@@ -1,11 +1,10 @@
 'use client';
 
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import { formatMonth } from '@documenso/lib/client-only/format-month';
-import { cn } from '@documenso/ui/lib/utils';
 
 export type BarMetricProps<T extends Record<string, unknown>> = HTMLAttributes<HTMLDivElement> & {
   data: T;
@@ -34,13 +33,13 @@ export const BarMetric = <T extends Record<string, Record<keyof T[string], unkno
     .reverse();
 
   return (
-    <div className={cn('flex flex-col', className)} {...props}>
+    <div className={className} {...props}>
-      <div className="flex items-center px-4">
+      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
           <h3 className="text-lg font-semibold">{title}</h3>
           <span>{extraInfo}</span>
         </div>
 
-      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={chartHeight}>
           <BarChart data={formattedData}>
             <XAxis dataKey="month" />

apps/marketing/src/app/(marketing)/open/cap-table.tsx

@@ -5,8 +5,6 @@ import { useEffect, useState } from 'react';
 
 import { Cell, Legend, Pie, PieChart, Tooltip } from 'recharts';
 
-import { cn } from '@documenso/ui/lib/utils';
-
 import { CAP_TABLE } from './data';
 
 const COLORS = ['#7fd843', '#a2e771', '#c6f2a4'];
@@ -49,10 +47,12 @@ export const CapTable = ({ className, ...props }: CapTableProps) => {
     setIsSSR(false);
   }, []);
   return (
-    <div className={cn('flex flex-col', className)} {...props}>
+    <div className={className} {...props}>
-      <h3 className="px-4 text-lg font-semibold">Cap Table</h3>
+      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
+          <h3 className="text-lg font-semibold">Cap Table</h3>
+        </div>
 
-      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border shadow-sm hover:shadow">
         {!isSSR && (
           <PieChart width={400} height={400}>
             <Pie

apps/marketing/src/app/(marketing)/open/funding-raised.tsx

@@ -1,11 +1,10 @@
 'use client';
 
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import { formatMonth } from '@documenso/lib/client-only/format-month';
-import { cn } from '@documenso/ui/lib/utils';
 
 export type FundingRaisedProps = HTMLAttributes<HTMLDivElement> & {
   data: Record<string, string | number>[];
@@ -18,10 +17,12 @@ export const FundingRaised = ({ className, data, ...props }: FundingRaisedProps)
   }));
 
   return (
-    <div className={cn('flex flex-col', className)} {...props}>
+    <div className={className} {...props}>
-      <h3 className="px-4 text-lg font-semibold">Total Funding Raised</h3>
+      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
+          <h3 className="text-lg font-semibold">Total Funding Raised</h3>
+        </div>
 
-      <div className="border-border mt-2.5 flex flex-1 flex-col items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={400}>
           <BarChart data={formattedData} margin={{ top: 40, right: 40, bottom: 20, left: 40 }}>
             <XAxis dataKey="date" />

apps/marketing/src/app/(marketing)/open/monthly-completed-documents-chart.tsx

@@ -0,0 +1,56 @@
+'use client';
+
+import { DateTime } from 'luxon';
+import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
+
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+
+export type MonthlyCompletedDocumentsChartProps = {
+  className?: string;
+  data: GetUserMonthlyGrowthResult;
+};
+
+export const MonthlyCompletedDocumentsChart = ({
+  className,
+  data,
+}: MonthlyCompletedDocumentsChartProps) => {
+  const formattedData = [...data].reverse().map(({ month, count }) => {
+    return {
+      month: DateTime.fromFormat(month, 'yyyy-MM').toFormat('LLLL'),
+      count: Number(count),
+    };
+  });
+
+  return (
+    <div className={className}>
+      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
+          <h3 className="text-lg font-semibold">Completed Documents per Month</h3>
+        </div>
+
+        <ResponsiveContainer width="100%" height={400}>
+          <BarChart data={formattedData}>
+            <XAxis dataKey="month" />
+            <YAxis />
+
+            <Tooltip
+              labelStyle={{
+                color: 'hsl(var(--primary-foreground))',
+              }}
+              formatter={(value) => [Number(value).toLocaleString('en-US'), 'Completed Documents']}
+              cursor={{ fill: 'hsl(var(--primary) / 10%)' }}
+            />
+
+            <Bar
+              dataKey="count"
+              fill="hsl(var(--primary))"
+              radius={[4, 4, 0, 0]}
+              maxBarSize={60}
+              label="Completed Documents"
+            />
+          </BarChart>
+        </ResponsiveContainer>
+      </div>
+    </div>
+  );
+};

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

@@ -4,7 +4,6 @@ import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
-import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyNewUsersChartProps = {
   className?: string;
@@ -20,12 +19,12 @@ export const MonthlyNewUsersChart = ({ className, data }: MonthlyNewUsersChartPr
   });
 
   return (
-    <div className={cn('flex flex-col', className)}>
+    <div className={className}>
-      <div className="flex items-center px-4">
+      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
           <h3 className="text-lg font-semibold">New Users</h3>
         </div>
 
-      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={400}>
           <BarChart data={formattedData}>
             <XAxis dataKey="month" />

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

@@ -4,7 +4,6 @@ import { DateTime } from 'luxon';
 import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
 
 import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
-import { cn } from '@documenso/ui/lib/utils';
 
 export type MonthlyTotalUsersChartProps = {
   className?: string;
@@ -20,12 +19,12 @@ export const MonthlyTotalUsersChart = ({ className, data }: MonthlyTotalUsersCha
   });
 
   return (
-    <div className={cn('flex flex-col', className)}>
+    <div className={className}>
-      <div className="flex items-center px-4">
+      <div className="border-border flex flex-1 flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
           <h3 className="text-lg font-semibold">Total Users</h3>
         </div>
 
-      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border p-6 pl-2 pt-12 shadow-sm hover:shadow">
         <ResponsiveContainer width="100%" height={400}>
           <BarChart data={formattedData}>
             <XAxis dataKey="month" />

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

@@ -2,20 +2,23 @@ import type { Metadata } from 'next';
 
 import { z } from 'zod';
 
+import { getCompletedDocumentsMonthly } from '@documenso/lib/server-only/user/get-monthly-completed-document';
 import { getUserMonthlyGrowth } from '@documenso/lib/server-only/user/get-user-monthly-growth';
 
 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';
 import { FundingRaised } from './funding-raised';
+import { MetricCard } from './metric-card';
+import { MonthlyCompletedDocumentsChart } from './monthly-completed-documents-chart';
 import { MonthlyNewUsersChart } from './monthly-new-users-chart';
 import { MonthlyTotalUsersChart } from './monthly-total-users-chart';
+import { SalaryBands } from './salary-bands';
 import { TeamMembers } from './team-members';
 import { OpenPageTooltip } from './tooltip';
+import { TotalSignedDocumentsChart } from './total-signed-documents-chart';
 import { Typefully } from './typefully';
 
 export const metadata: Metadata = {
@@ -131,16 +134,18 @@ export default async function OpenPage() {
     { total_count: mergedPullRequests },
     STARGAZERS_DATA,
     EARLY_ADOPTERS_DATA,
+    MONTHLY_USERS,
+    MONTHLY_COMPLETED_DOCUMENTS,
   ] = await Promise.all([
     fetchGithubStats(),
     fetchOpenIssues(),
     fetchMergedPullRequests(),
     fetchStargazers(),
     fetchEarlyAdopters(),
+    getUserMonthlyGrowth(),
+    getCompletedDocumentsMonthly(),
   ]);
 
-  const MONTHLY_USERS = await getUserMonthlyGrowth();
-
   return (
     <div>
       <div className="mx-auto mt-6 max-w-screen-lg sm:mt-12">
@@ -161,7 +166,7 @@ export default async function OpenPage() {
           </p>
         </div>
 
-        <div className="mt-12 grid grid-cols-12 gap-8">
+        <div className="my-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"
@@ -188,11 +193,57 @@ export default async function OpenPage() {
           <TeamMembers className="col-span-12" />
 
           <SalaryBands className="col-span-12" />
+        </div>
 
+        <h2 className="px-4 text-2xl font-semibold">Finances</h2>
+        <div className="mb-12 mt-4 grid grid-cols-12 gap-8">
           <FundingRaised data={FUNDING_RAISED} className="col-span-12 lg:col-span-6" />
 
           <CapTable className="col-span-12 lg:col-span-6" />
+        </div>
 
+        <h2 className="px-4 text-2xl font-semibold">Community</h2>
+        <div className="mb-12 mt-4 grid grid-cols-12 gap-8">
+          <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={400}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="forks"
+            title="GitHub: Total Forks"
+            label="Forks"
+            chartHeight={400}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <BarMetric<StargazersType>
+            data={STARGAZERS_DATA}
+            metricKey="openIssues"
+            title="GitHub: Total Open Issues"
+            label="Open Issues"
+            chartHeight={400}
+            className="col-span-12 lg:col-span-6"
+          />
+
+          <Typefully className="col-span-12 lg:col-span-6" />
+        </div>
+
+        <h2 className="px-4 text-2xl font-semibold">Growth</h2>
+        <div className="mb-12 mt-4 grid grid-cols-12 gap-8">
           <BarMetric<EarlyAdoptersType>
             data={EARLY_ADOPTERS_DATA}
             metricKey="earlyAdopters"
@@ -202,56 +253,28 @@ export default async function OpenPage() {
             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" />
+          <MonthlyCompletedDocumentsChart
+            data={MONTHLY_COMPLETED_DOCUMENTS}
+            className="col-span-12 lg:col-span-6"
+          />
+          <TotalSignedDocumentsChart
+            data={MONTHLY_COMPLETED_DOCUMENTS}
+            className="col-span-12 lg:col-span-6"
+          />
+        </div>
+      </div>
 
       <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>
+        <h2 className="text-2xl font-bold">Is there more?</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
+          This page is evolving as we learn what makes a great signing company. We'll update it when
-              soon as we have more to share.
+          we have more to share.
         </p>
       </div>
-        </div>
-      </div>
 
       <CallToAction className="mt-12" utmSource="open-page" />
     </div>

apps/marketing/src/app/(marketing)/open/team-members.tsx

@@ -1,4 +1,4 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { cn } from '@documenso/ui/lib/utils';
 import {

apps/marketing/src/app/(marketing)/open/total-signed-documents-chart.tsx

@@ -0,0 +1,56 @@
+'use client';
+
+import { DateTime } from 'luxon';
+import { Bar, BarChart, ResponsiveContainer, Tooltip, XAxis, YAxis } from 'recharts';
+
+import type { GetUserMonthlyGrowthResult } from '@documenso/lib/server-only/user/get-user-monthly-growth';
+
+export type TotalSignedDocumentsChartProps = {
+  className?: string;
+  data: GetUserMonthlyGrowthResult;
+};
+
+export const TotalSignedDocumentsChart = ({ className, data }: TotalSignedDocumentsChartProps) => {
+  const formattedData = [...data].reverse().map(({ month, cume_count: count }) => {
+    return {
+      month: DateTime.fromFormat(month, 'yyyy-MM').toFormat('LLLL'),
+      count: Number(count),
+    };
+  });
+
+  return (
+    <div className={className}>
+      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
+          <h3 className="text-lg font-semibold">Total Completed Documents</h3>
+        </div>
+
+        <ResponsiveContainer width="100%" height={400}>
+          <BarChart data={formattedData}>
+            <XAxis dataKey="month" />
+            <YAxis />
+
+            <Tooltip
+              labelStyle={{
+                color: 'hsl(var(--primary-foreground))',
+              }}
+              formatter={(value) => [
+                Number(value).toLocaleString('en-US'),
+                'Total Completed Documents',
+              ]}
+              cursor={{ fill: 'hsl(var(--primary) / 10%)' }}
+            />
+
+            <Bar
+              dataKey="count"
+              fill="hsl(var(--primary))"
+              radius={[4, 4, 0, 0]}
+              maxBarSize={60}
+              label="Total Completed Documents"
+            />
+          </BarChart>
+        </ResponsiveContainer>
+      </div>
+    </div>
+  );
+};

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

@@ -6,18 +6,19 @@ import Link from 'next/link';
 
 import { FaXTwitter } from 'react-icons/fa6';
 
-import { cn } from '@documenso/ui/lib/utils';
 import { Button } from '@documenso/ui/primitives/button';
 
 export type TypefullyProps = HTMLAttributes<HTMLDivElement>;
 
 export const Typefully = ({ className, ...props }: TypefullyProps) => {
   return (
-    <div className={cn('flex flex-col', className)} {...props}>
+    <div className={className} {...props}>
-      <h3 className="px-4 text-lg font-semibold">Twitter Stats</h3>
+      <div className="border-border flex flex-col justify-center rounded-2xl border p-6 pl-2 shadow-sm hover:shadow">
+        <div className="mb-6 flex px-4">
+          <h3 className="text-lg font-semibold">Twitter Stats</h3>
+        </div>
 
-      <div className="border-border mt-2.5 flex flex-1 items-center justify-center rounded-2xl border py-8 shadow-sm hover:shadow">
+        <div className="my-12 flex flex-col items-center gap-y-4 text-center">
-        <div className="flex flex-col items-center gap-y-4 text-center">
           <FaXTwitter className="h-12 w-12" />
           <Link href="https://typefully.com/documenso/stats" target="_blank">
             <h1>Documenso on X</h1>

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) => {
@@ -246,6 +247,7 @@ export const SinglePlayerClient = () => {
                   recipients={uploadedFile ? [placeholderRecipient] : []}
                   fields={fields}
                   onSubmit={onFieldsSubmit}
+                  isDocumentPdfLoaded={true}
                 />
               </fieldset>
 

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

@@ -53,7 +53,7 @@ export const Callout = ({ starCount }: CalloutProps) => {
       >
         <Button variant="outline" className="rounded-full bg-transparent backdrop-blur-sm">
           <LuGithub className="mr-2 h-5 w-5" />
-          Star on Github
+          Star on GitHub
           {starCount && starCount > 0 && (
             <span className="bg-primary dark:text-background -mr-2.5 ml-2.5 rounded-full px-2 py-1.5 text-xs">
               {starCount.toLocaleString('en-US')}

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

@@ -123,7 +123,7 @@ export const Hero = ({ className, ...props }: HeroProps) => {
           <Link href="https://github.com/documenso/documenso" onClick={() => event('view-github')}>
             <Button variant="outline" className="rounded-full bg-transparent backdrop-blur-sm">
               <LuGithub className="mr-2 h-5 w-5" />
-              Star on Github
+              Star on GitHub
             </Button>
           </Link>
         </motion.div>

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

@@ -23,7 +23,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
 
   return (
     <div className={cn('', className)} {...props}>
-      <div className="flex items-center justify-center gap-x-6">
+      <div className="bg-background sticky top-32 flex items-center justify-end gap-x-6 shadow-[-1px_-5px_2px_6px_hsl(var(--background))] md:top-[7.5rem] lg:static lg:justify-center">
         <AnimatePresence>
           <motion.button
             key="MONTHLY"
@@ -40,7 +40,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
             {period === 'MONTHLY' && (
               <motion.div
                 layoutId={SELECTED_PLAN_BAR_LAYOUT_ID}
-                className="bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
+                className="bg-foreground lg:bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
               />
             )}
           </motion.button>
@@ -63,7 +63,7 @@ export const PricingTable = ({ className, ...props }: PricingTableProps) => {
             {period === 'YEARLY' && (
               <motion.div
                 layoutId={SELECTED_PLAN_BAR_LAYOUT_ID}
-                className="bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
+                className="bg-foreground lg:bg-primary absolute bottom-0 left-0 h-[3px] w-full rounded-full"
               />
             )}
           </motion.button>

apps/web/next.config.js

@@ -22,7 +22,7 @@ const config = {
   output: process.env.DOCKER_OUTPUT ? 'standalone' : undefined,
   experimental: {
     outputFileTracingRoot: path.join(__dirname, '../../'),
-    serverComponentsExternalPackages: ['@node-rs/bcrypt'],
+    serverComponentsExternalPackages: ['@node-rs/bcrypt', '@documenso/pdf-sign'],
     serverActions: {
       bodySizeLimit: '50mb',
     },

apps/web/package.json

@@ -22,7 +22,10 @@
     "@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",
+    "cookie-es": "^1.0.0",
     "formidable": "^2.1.1",
     "framer-motion": "^10.12.8",
     "lucide-react": "^0.279.0",
@@ -51,6 +54,7 @@
   },
   "devDependencies": {
     "@documenso/tailwind-config": "*",
+    "@simplewebauthn/types": "^9.0.1",
     "@types/formidable": "^2.0.6",
     "@types/luxon": "^3.3.1",
     "@types/node": "20.1.0",

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

@@ -14,6 +14,7 @@ import { LocaleDate } from '~/components/formatter/locale-date';
 
 import { AdminActions } from './admin-actions';
 import { RecipientItem } from './recipient-item';
+import { SuperDeleteDocumentDialog } from './super-delete-document-dialog';
 
 type AdminDocumentDetailsPageProps = {
   params: {
@@ -81,6 +82,10 @@ export default async function AdminDocumentDetailsPage({ params }: AdminDocument
           ))}
         </Accordion>
       </div>
+
+      <hr className="my-4" />
+
+      {document && <SuperDeleteDocumentDialog document={document} />}
     </div>
   );
 }

apps/web/src/app/(dashboard)/admin/documents/[id]/super-delete-document-dialog.tsx

@@ -0,0 +1,130 @@
+'use client';
+
+import { useState } from 'react';
+
+import { useRouter } from 'next/navigation';
+
+import type { Document } from '@documenso/prisma/client';
+import { TRPCClientError } from '@documenso/trpc/client';
+import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription, AlertTitle } from '@documenso/ui/primitives/alert';
+import { Button } from '@documenso/ui/primitives/button';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Input } from '@documenso/ui/primitives/input';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+export type SuperDeleteDocumentDialogProps = {
+  document: Document;
+};
+
+export const SuperDeleteDocumentDialog = ({ document }: SuperDeleteDocumentDialogProps) => {
+  const { toast } = useToast();
+  const router = useRouter();
+
+  const [reason, setReason] = useState('');
+
+  const { mutateAsync: deleteDocument, isLoading: isDeletingDocument } =
+    trpc.admin.deleteDocument.useMutation();
+
+  const handleDeleteDocument = async () => {
+    try {
+      if (!reason) {
+        return;
+      }
+
+      await deleteDocument({ id: document.id, reason });
+
+      toast({
+        title: 'Document deleted',
+        description: 'The Document has been deleted successfully.',
+        duration: 5000,
+      });
+
+      router.push('/admin/documents');
+    } catch (err) {
+      if (err instanceof TRPCClientError && err.data?.code === 'BAD_REQUEST') {
+        toast({
+          title: 'An error occurred',
+          description: err.message,
+          variant: 'destructive',
+        });
+      } else {
+        toast({
+          title: 'An unknown error occurred',
+          variant: 'destructive',
+          description:
+            err.message ??
+            'We encountered an unknown error while attempting to delete your document. Please try again later.',
+        });
+      }
+    }
+  };
+
+  return (
+    <div>
+      <div>
+        <Alert
+          className="flex flex-col items-center justify-between gap-4 p-6 md:flex-row "
+          variant="neutral"
+        >
+          <div>
+            <AlertTitle>Delete Document</AlertTitle>
+            <AlertDescription className="mr-2">
+              Delete the document. This action is irreversible so proceed with caution.
+            </AlertDescription>
+          </div>
+
+          <div className="flex-shrink-0">
+            <Dialog>
+              <DialogTrigger asChild>
+                <Button variant="destructive">Delete Document</Button>
+              </DialogTrigger>
+
+              <DialogContent>
+                <DialogHeader className="space-y-4">
+                  <DialogTitle>Delete Document</DialogTitle>
+
+                  <Alert variant="destructive">
+                    <AlertDescription className="selection:bg-red-100">
+                      This action is not reversible. Please be certain.
+                    </AlertDescription>
+                  </Alert>
+                </DialogHeader>
+
+                <div>
+                  <DialogDescription>To confirm, please enter the reason</DialogDescription>
+
+                  <Input
+                    className="mt-2"
+                    type="text"
+                    value={reason}
+                    onChange={(e) => setReason(e.target.value)}
+                  />
+                </div>
+
+                <DialogFooter>
+                  <Button
+                    onClick={handleDeleteDocument}
+                    loading={isDeletingDocument}
+                    variant="destructive"
+                    disabled={!reason}
+                  >
+                    {isDeletingDocument ? 'Deleting document...' : 'Delete Document'}
+                  </Button>
+                </DialogFooter>
+              </DialogContent>
+            </Dialog>
+          </div>
+        </Alert>
+      </div>
+    </div>
+  );
+};

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

@@ -58,6 +58,7 @@ export const UsersDataTable = ({
         perPage,
       });
     });
+    // eslint-disable-next-line react-hooks/exhaustive-deps
   }, [debouncedSearchString]);
 
   const onPaginationChange = (page: number, perPage: number) => {

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

@@ -1,29 +1,25 @@
 'use client';
 
-import { useState } from 'react';
+import { useEffect, useState } from 'react';
 
 import { useRouter, useSearchParams } from 'next/navigation';
 
 import {
-  type DocumentData,
+  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
-  type DocumentMeta,
+  SKIP_QUERY_BATCH_META,
-  DocumentStatus,
+} from '@documenso/lib/constants/trpc';
-  type Field,
+import type { DocumentWithDetails } from '@documenso/prisma/types/document';
-  type Recipient,
-  type User,
-} from '@documenso/prisma/client';
-import type { DocumentWithData } from '@documenso/prisma/types/document-with-data';
 import { trpc } from '@documenso/trpc/react';
 import { cn } from '@documenso/ui/lib/utils';
 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';
@@ -34,27 +30,19 @@ import { useOptionalCurrentTeam } from '~/providers/team';
 
 export type EditDocumentFormProps = {
   className?: string;
-  user: User;
+  initialDocument: DocumentWithDetails;
-  document: DocumentWithData;
-  recipients: Recipient[];
-  documentMeta: DocumentMeta | null;
-  fields: Field[];
-  documentData: DocumentData;
   documentRootPath: string;
+  isDocumentEnterprise: boolean;
 };
 
-type EditDocumentStep = 'title' | 'signers' | 'fields' | 'subject';
+type EditDocumentStep = 'settings' | 'signers' | 'fields' | 'subject';
-const EditDocumentSteps: EditDocumentStep[] = ['title', 'signers', 'fields', 'subject'];
+const EditDocumentSteps: EditDocumentStep[] = ['settings', 'signers', 'fields', 'subject'];
 
 export const EditDocumentForm = ({
   className,
-  document,
+  initialDocument,
-  recipients,
-  fields,
-  documentMeta,
-  user: _user,
-  documentData,
   documentRootPath,
+  isDocumentEnterprise,
 }: EditDocumentFormProps) => {
   const { toast } = useToast();
 
@@ -62,17 +50,83 @@ export const EditDocumentForm = ({
   const searchParams = useSearchParams();
   const team = useOptionalCurrentTeam();
 
-  const { mutateAsync: addTitle } = trpc.document.setTitleForDocument.useMutation();
+  const [isDocumentPdfLoaded, setIsDocumentPdfLoaded] = useState(false);
-  const { mutateAsync: addFields } = trpc.field.addFields.useMutation();
+
-  const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation();
+  const utils = trpc.useUtils();
-  const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation();
+
+  const { data: document, refetch: refetchDocument } =
+    trpc.document.getDocumentWithDetailsById.useQuery(
+      {
+        id: initialDocument.id,
+        teamId: team?.id,
+      },
+      {
+        initialData: initialDocument,
+        ...SKIP_QUERY_BATCH_META,
+      },
+    );
+
+  const { Recipient: recipients, Field: fields } = document;
+
+  const { mutateAsync: setSettingsForDocument } = trpc.document.setSettingsForDocument.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.document.getDocumentWithDetailsById.setData(
+        {
+          id: initialDocument.id,
+          teamId: team?.id,
+        },
+        (oldData) => ({ ...(oldData || initialDocument), ...newData }),
+      );
+    },
+  });
+
+  const { mutateAsync: addFields } = trpc.field.addFields.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newFields) => {
+      utils.document.getDocumentWithDetailsById.setData(
+        {
+          id: initialDocument.id,
+          teamId: team?.id,
+        },
+        (oldData) => ({ ...(oldData || initialDocument), Field: newFields }),
+      );
+    },
+  });
+
+  const { mutateAsync: addSigners } = trpc.recipient.addSigners.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newRecipients) => {
+      utils.document.getDocumentWithDetailsById.setData(
+        {
+          id: initialDocument.id,
+          teamId: team?.id,
+        },
+        (oldData) => ({ ...(oldData || initialDocument), Recipient: newRecipients }),
+      );
+    },
+  });
+
+  const { mutateAsync: sendDocument } = trpc.document.sendDocument.useMutation({
+    ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+    onSuccess: (newData) => {
+      utils.document.getDocumentWithDetailsById.setData(
+        {
+          id: initialDocument.id,
+          teamId: team?.id,
+        },
+        (oldData) => ({ ...(oldData || initialDocument), ...newData }),
+      );
+    },
+  });
+
   const { mutateAsync: setPasswordForDocument } =
     trpc.document.setPasswordForDocument.useMutation();
 
   const documentFlow: Record<EditDocumentStep, DocumentFlowStep> = {
-    title: {
+    settings: {
-      title: 'Add Title',
+      title: 'General',
-      description: 'Add the title to the document.',
+      description: 'Configure general settings for the document.',
       stepIndex: 1,
     },
     signers: {
@@ -96,8 +150,7 @@ export const EditDocumentForm = ({
     // eslint-disable-next-line @typescript-eslint/consistent-type-assertions
     const searchParamStep = searchParams?.get('step') as EditDocumentStep | undefined;
 
-    let initialStep: EditDocumentStep =
+    let initialStep: EditDocumentStep = 'settings';
-      document.status === DocumentStatus.DRAFT ? 'title' : 'signers';
 
     if (
       searchParamStep &&
@@ -110,15 +163,26 @@ export const EditDocumentForm = ({
     return initialStep;
   });
 
-  const onAddTitleFormSubmit = async (data: TAddTitleFormSchema) => {
+  const onAddSettingsFormSubmit = async (data: TAddSettingsFormSchema) => {
     try {
-      // Custom invocation server action
+      const { timezone, dateFormat, redirectUrl } = data.meta;
-      await addTitle({
+
+      await setSettingsForDocument({
         documentId: document.id,
         teamId: team?.id,
+        data: {
           title: data.title,
+          globalAccessAuth: data.globalAccessAuth ?? null,
+          globalActionAuth: data.globalActionAuth ?? null,
+        },
+        meta: {
+          timezone,
+          dateFormat,
+          redirectUrl,
+        },
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
 
       setStep('signers');
@@ -127,7 +191,7 @@ export const EditDocumentForm = ({
 
       toast({
         title: 'Error',
-        description: 'An error occurred while updating title.',
+        description: 'An error occurred while updating the document settings.',
         variant: 'destructive',
       });
     }
@@ -135,14 +199,19 @@ export const EditDocumentForm = ({
 
   const onAddSignersFormSubmit = async (data: TAddSignersFormSchema) => {
     try {
-      // Custom invocation server action
       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 is here to clear the router cache for when navigating to /documents.
       router.refresh();
+
       setStep('fields');
     } catch (err) {
       console.error(err);
@@ -157,13 +226,14 @@ export const EditDocumentForm = ({
 
   const onAddFieldsFormSubmit = async (data: TAddFieldsFormSchema) => {
     try {
-      // Custom invocation server action
       await addFields({
         documentId: document.id,
         fields: data.fields,
       });
 
+      // Router refresh is here to clear the router cache for when navigating to /documents.
       router.refresh();
+
       setStep('subject');
     } catch (err) {
       console.error(err);
@@ -177,7 +247,7 @@ 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 +256,6 @@ export const EditDocumentForm = ({
         meta: {
           subject,
           message,
-          dateFormat,
-          timezone,
-          redirectUrl,
         },
       });
 
@@ -219,6 +286,15 @@ export const EditDocumentForm = ({
 
   const currentDocumentFlow = documentFlow[step];
 
+  /**
+   * Refresh the data in the background when steps change.
+   */
+  useEffect(() => {
+    void refetchDocument();
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [step]);
+
   return (
     <div className={cn('grid w-full grid-cols-12 gap-8', className)}>
       <Card
@@ -227,11 +303,12 @@ export const EditDocumentForm = ({
       >
         <CardContent className="p-2">
           <LazyPDFViewer
-            key={documentData.id}
+            key={document.documentData.id}
-            documentData={documentData}
+            documentData={document.documentData}
             document={document}
-            password={documentMeta?.password}
+            password={document.documentMeta?.password}
             onPasswordSubmit={onPasswordSubmit}
+            onDocumentLoad={() => setIsDocumentPdfLoaded(true)}
           />
         </CardContent>
       </Card>
@@ -245,30 +322,35 @@ 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}
+              isDocumentEnterprise={isDocumentEnterprise}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
+              onSubmit={onAddSettingsFormSubmit}
             />
-
             <AddSignersFormPartial
               key={recipients.length}
               documentFlow={documentFlow.signers}
-              document={document}
               recipients={recipients}
               fields={fields}
+              isDocumentEnterprise={isDocumentEnterprise}
               onSubmit={onAddSignersFormSubmit}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
+
             <AddFieldsFormPartial
               key={fields.length}
               documentFlow={documentFlow.fields}
               recipients={recipients}
               fields={fields}
               onSubmit={onAddFieldsFormSubmit}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
+
             <AddSubjectFormPartial
               key={recipients.length}
               documentFlow={documentFlow.subject}
@@ -276,6 +358,7 @@ export const EditDocumentForm = ({
               recipients={recipients}
               fields={fields}
               onSubmit={onAddSubjectFormSubmit}
+              isDocumentPdfLoaded={isDocumentPdfLoaded}
             />
           </Stepper>
         </DocumentFlowFormContainer>

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

@@ -3,11 +3,10 @@ import { redirect } from 'next/navigation';
 
 import { ChevronLeft, Users2 } from 'lucide-react';
 
+import { isUserEnterprise } from '@documenso/ee/server-only/util/is-document-enterprise';
 import { DOCUMENSO_ENCRYPTION_KEY } from '@documenso/lib/constants/crypto';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
-import { getDocumentById } from '@documenso/lib/server-only/document/get-document-by-id';
+import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
-import { getFieldsForDocument } from '@documenso/lib/server-only/field/get-fields-for-document';
-import { getRecipientsForDocument } from '@documenso/lib/server-only/recipient/get-recipients-for-document';
 import { symmetricDecrypt } from '@documenso/lib/universal/crypto';
 import { formatDocumentsPath } from '@documenso/lib/utils/teams';
 import type { Team } from '@documenso/prisma/client';
@@ -37,13 +36,18 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
   const { user } = await getRequiredServerComponentSession();
 
-  const document = await getDocumentById({
+  const isDocumentEnterprise = await isUserEnterprise({
+    userId: user.id,
+    teamId: team?.id,
+  });
+
+  const document = await getDocumentWithDetailsById({
     id: documentId,
     userId: user.id,
     teamId: team?.id,
   }).catch(() => null);
 
-  if (!document || !document.documentData) {
+  if (!document) {
     redirect(documentRootPath);
   }
 
@@ -51,7 +55,7 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     redirect(`${documentRootPath}/${documentId}`);
   }
 
-  const { documentData, documentMeta } = document;
+  const { documentMeta, Recipient: recipients } = document;
 
   if (documentMeta?.password) {
     const key = DOCUMENSO_ENCRYPTION_KEY;
@@ -70,18 +74,6 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
     documentMeta.password = securePassword;
   }
 
-  const [recipients, fields] = await Promise.all([
-    getRecipientsForDocument({
-      documentId,
-      userId: user.id,
-      teamId: team?.id,
-    }),
-    getFieldsForDocument({
-      documentId,
-      userId: user.id,
-    }),
-  ]);
-
   return (
     <div className="mx-auto -mt-4 w-full max-w-screen-xl px-4 md:px-8">
       <Link href={documentRootPath} className="flex items-center text-[#7AC455] hover:opacity-80">
@@ -109,13 +101,9 @@ export const DocumentEditPageView = async ({ params, team }: DocumentEditPageVie
 
       <EditDocumentForm
         className="mt-8"
-        document={document}
+        initialDocument={document}
-        user={user}
-        documentMeta={documentMeta}
-        recipients={recipients}
-        fields={fields}
-        documentData={documentData}
         documentRootPath={documentRootPath}
+        isDocumentEnterprise={isDocumentEnterprise}
       />
     </div>
   );

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>
       </SettingsHeader>
 
-      <hr className="my-4" />
+      <div className="mt-4">
-
         <UserSecurityActivityDataTable />
       </div>
+    </div>
   );
 }

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

@@ -1,14 +1,15 @@
 import type { Metadata } from 'next';
 import Link from 'next/link';
 
-import { IDENTITY_PROVIDER_NAME } from '@documenso/lib/constants/auth';
 import { getRequiredServerComponentSession } from '@documenso/lib/next-auth/get-server-component-session';
+import { 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';
 
 import { SettingsHeader } from '~/components/(dashboard)/settings/layout/header';
-import { AuthenticatorApp } from '~/components/forms/2fa/authenticator-app';
+import { DisableAuthenticatorAppDialog } from '~/components/forms/2fa/disable-authenticator-app-dialog';
-import { RecoveryCodes } from '~/components/forms/2fa/recovery-codes';
+import { EnableAuthenticatorAppDialog } from '~/components/forms/2fa/enable-authenticator-app-dialog';
+import { ViewRecoveryCodesDialog } from '~/components/forms/2fa/view-recovery-codes-dialog';
 import { PasswordForm } from '~/components/forms/password';
 
 export const metadata: Metadata = {
@@ -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
@@ -25,11 +28,13 @@ export default async function SecuritySettingsPage() {
         subtitle="Here you can manage your password and security settings."
       />
 
-      {user.identityProvider === 'DOCUMENSO' ? (
+      {user.identityProvider === 'DOCUMENSO' && (
-        <div>
+        <>
           <PasswordForm user={user} />
 
           <hr className="border-border/50 mt-6" />
+        </>
+      )}
 
       <Alert
         className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
@@ -39,12 +44,18 @@ export default async function SecuritySettingsPage() {
           <AlertTitle>Two factor authentication</AlertTitle>
 
           <AlertDescription className="mr-4">
-                Create one-time passwords that serve as a secondary authentication method for
+            Add an authenticator to serve as a secondary authentication method{' '}
-                confirming your identity when requested during the sign-in process.
+            {user.identityProvider === 'DOCUMENSO'
+              ? 'when signing in, or when signing documents.'
+              : 'for signing documents.'}
           </AlertDescription>
         </div>
 
-            <AuthenticatorApp isTwoFactorEnabled={user.twoFactorEnabled} />
+        {user.twoFactorEnabled ? (
+          <DisableAuthenticatorAppDialog />
+        ) : (
+          <EnableAuthenticatorAppDialog />
+        )}
       </Alert>
 
       {user.twoFactorEnabled && (
@@ -56,26 +67,31 @@ export default async function SecuritySettingsPage() {
             <AlertTitle>Recovery codes</AlertTitle>
 
             <AlertDescription className="mr-4">
-                  Two factor authentication recovery codes are used to access your account in the
+              Two factor authentication recovery codes are used to access your account in the event
-                  event that you lose access to your authenticator app.
+              that you lose access to your authenticator app.
             </AlertDescription>
           </div>
 
-              <RecoveryCodes isTwoFactorEnabled={user.twoFactorEnabled} />
+          <ViewRecoveryCodesDialog />
         </Alert>
       )}
-        </div>
-      ) : (
-        <Alert className="p-6" variant="neutral">
-          <AlertTitle>
-            Your account is managed by {IDENTITY_PROVIDER_NAME[user.identityProvider]}
-          </AlertTitle>
 
-          <AlertDescription>
+      {isPasskeyEnabled && (
-            To update your password, enable two-factor authentication, and manage other security
+        <Alert
-            settings, please go to your {IDENTITY_PROVIDER_NAME[user.identityProvider]} account
+          className="mt-6 flex flex-col justify-between p-6 sm:flex-row sm:items-center"
-            settings.
+          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>
       )}
 
@@ -91,7 +107,7 @@ 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 +1,200 @@
+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>
+
+          <fieldset disabled={isDeletingPasskey}>
+            <DialogFooter>
+              <DialogClose asChild>
+                <Button type="button" variant="secondary">
+                  Cancel
+                </Button>
+              </DialogClose>
+
+              <Button
+                onClick={async () =>
+                  deletePasskey({
+                    passkeyId,
+                  })
+                }
+                variant="destructive"
+                loading={isDeletingPasskey}
+              >
+                Delete
+              </Button>
+            </DialogFooter>
+          </fieldset>
+        </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 +11,9 @@ import {
   convertToLocalSystemFormat,
 } from '@documenso/lib/constants/date-formats';
 import { DEFAULT_DOCUMENT_TIME_ZONE } from '@documenso/lib/constants/time-zones';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+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';
@@ -38,12 +41,12 @@ export const DateField = ({
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation();
+    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation();
+  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
@@ -53,16 +56,23 @@ 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-2fa.tsx

@@ -0,0 +1,172 @@
+import { useEffect, useState } from 'react';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+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 { 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 { Input } from '@documenso/ui/primitives/input';
+
+import { EnableAuthenticatorAppDialog } from '~/components/forms/2fa/enable-authenticator-app-dialog';
+
+import { useRequiredDocumentAuthContext } from './document-auth-provider';
+
+export type DocumentActionAuth2FAProps = {
+  actionTarget?: 'FIELD' | 'DOCUMENT';
+  actionVerb?: string;
+  open: boolean;
+  onOpenChange: (value: boolean) => void;
+  onReauthFormSubmit: (values?: TRecipientActionAuth) => Promise<void> | void;
+};
+
+const Z2FAAuthFormSchema = z.object({
+  token: z
+    .string()
+    .min(4, { message: 'Token must at least 4 characters long' })
+    .max(10, { message: 'Token must be at most 10 characters long' }),
+});
+
+type T2FAAuthFormSchema = z.infer<typeof Z2FAAuthFormSchema>;
+
+export const DocumentActionAuth2FA = ({
+  actionTarget = 'FIELD',
+  actionVerb = 'sign',
+  onReauthFormSubmit,
+  open,
+  onOpenChange,
+}: DocumentActionAuth2FAProps) => {
+  const { recipient, user, isCurrentlyAuthenticating, setIsCurrentlyAuthenticating } =
+    useRequiredDocumentAuthContext();
+
+  const form = useForm<T2FAAuthFormSchema>({
+    resolver: zodResolver(Z2FAAuthFormSchema),
+    defaultValues: {
+      token: '',
+    },
+  });
+
+  const [is2FASetupSuccessful, setIs2FASetupSuccessful] = useState(false);
+  const [formErrorCode, setFormErrorCode] = useState<string | null>(null);
+
+  const onFormSubmit = async ({ token }: T2FAAuthFormSchema) => {
+    try {
+      setIsCurrentlyAuthenticating(true);
+
+      await onReauthFormSubmit({
+        type: DocumentAuth.TWO_FACTOR_AUTH,
+        token,
+      });
+
+      setIsCurrentlyAuthenticating(false);
+
+      onOpenChange(false);
+    } catch (err) {
+      setIsCurrentlyAuthenticating(false);
+
+      const error = AppError.parseError(err);
+      setFormErrorCode(error.code);
+
+      // Todo: Alert.
+    }
+  };
+
+  useEffect(() => {
+    form.reset({
+      token: '',
+    });
+
+    setIs2FASetupSuccessful(false);
+    setFormErrorCode(null);
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [open]);
+
+  if (!user?.twoFactorEnabled && !is2FASetupSuccessful) {
+    return (
+      <div className="space-y-4">
+        <Alert variant="warning">
+          <AlertDescription>
+            <p>
+              {recipient.role === RecipientRole.VIEWER && actionTarget === 'DOCUMENT'
+                ? 'You need to setup 2FA to mark this document as viewed.'
+                : `You need to setup 2FA to ${actionVerb.toLowerCase()} this ${actionTarget.toLowerCase()}.`}
+            </p>
+
+            {user?.identityProvider === 'DOCUMENSO' && (
+              <p className="mt-2">
+                By enabling 2FA, you will be required to enter a code from your authenticator app
+                every time you sign in.
+              </p>
+            )}
+          </AlertDescription>
+        </Alert>
+
+        <DialogFooter>
+          <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+            Close
+          </Button>
+
+          <EnableAuthenticatorAppDialog onSuccess={() => setIs2FASetupSuccessful(true)} />
+        </DialogFooter>
+      </div>
+    );
+  }
+
+  return (
+    <Form {...form}>
+      <form onSubmit={form.handleSubmit(onFormSubmit)}>
+        <fieldset disabled={isCurrentlyAuthenticating}>
+          <div className="space-y-4">
+            <FormField
+              control={form.control}
+              name="token"
+              render={({ field }) => (
+                <FormItem>
+                  <FormLabel required>2FA token</FormLabel>
+
+                  <FormControl>
+                    <Input {...field} placeholder="Token" />
+                  </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-action-auth-account.tsx

@@ -0,0 +1,79 @@
+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 variant="warning">
+        <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 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 +1,90 @@
+import { P, match } from 'ts-pattern';
+
+import {
+  DocumentAuth,
+  type TRecipientActionAuth,
+  type TRecipientActionAuthTypes,
+} from '@documenso/lib/types/document-auth';
+import type { FieldType } from '@documenso/prisma/client';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from '@documenso/ui/primitives/dialog';
+
+import { DocumentActionAuth2FA } from './document-action-auth-2fa';
+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: FieldType | '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,
+  open,
+  onOpenChange,
+  onReauthFormSubmit,
+}: DocumentActionAuthDialogProps) => {
+  const { recipient, user, isCurrentlyAuthenticating } = useRequiredDocumentAuthContext();
+
+  const handleOnOpenChange = (value: boolean) => {
+    if (isCurrentlyAuthenticating) {
+      return;
+    }
+
+    onOpenChange(value);
+  };
+
+  return (
+    <Dialog open={open} onOpenChange={handleOnOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>{title || 'Sign field'}</DialogTitle>
+
+          <DialogDescription>
+            {description || 'Reauthentication is required to sign this field'}
+          </DialogDescription>
+        </DialogHeader>
+
+        {match({ documentAuthType, user })
+          .with(
+            { documentAuthType: DocumentAuth.ACCOUNT },
+            { user: P.when((user) => !user || user.email !== recipient.email) }, // Assume all current auth methods requires them to be logged in.
+            () => <DocumentActionAuthAccount onOpenChange={onOpenChange} />,
+          )
+          .with({ documentAuthType: DocumentAuth.PASSKEY }, () => (
+            <DocumentActionAuthPasskey
+              open={open}
+              onOpenChange={onOpenChange}
+              onReauthFormSubmit={onReauthFormSubmit}
+            />
+          ))
+          .with({ documentAuthType: DocumentAuth.TWO_FACTOR_AUTH }, () => (
+            <DocumentActionAuth2FA
+              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 +1,252 @@
+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.isError && 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 variant="warning">
+          <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 +1,230 @@
+'use client';
+
+import { createContext, useContext, useEffect, useMemo, useState } from 'react';
+
+import { match } from 'ts-pattern';
+
+import { MAXIMUM_PASSKEYS } from '@documenso/lib/constants/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,
+  FieldType,
+  type Passkey,
+  type Recipient,
+  type 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, DocumentAuth.TWO_FACTOR_AUTH, null, () => null)
+    .exhaustive();
+
+  const executeActionAuthProcedure = async (options: ExecuteActionAuthProcedureOptions) => {
+    // Directly run callback if no auth required.
+    if (!derivedRecipientActionAuth || options.actionTarget !== FieldType.SIGNATURE) {
+      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]);
+
+  // Assume that a user must be logged in for any auth requirements.
+  const isAuthRedirectRequired = Boolean(
+    derivedRecipientActionAuth &&
+      derivedRecipientActionAuth !== DocumentAuth.EXPLICIT_NONE &&
+      user?.email !== recipient.email,
+  );
+
+  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 +6,9 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+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';
@@ -29,26 +32,33 @@ export const EmailField = ({ field, recipient }: EmailFieldProps) => {
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation();
+    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation();
+  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   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';
@@ -41,10 +42,10 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
   const { mutateAsync: completeDocumentWithToken } =
     trpc.recipient.completeDocumentWithToken.useMutation();
 
-  const {
+  const { handleSubmit, formState } = useForm();
-    handleSubmit,
+
-    formState: { isSubmitting },
+  // Keep the loading state going if successful since the redirect may take some time.
-  } = useForm();
+  const isSubmitting = formState.isSubmitting || formState.isSubmitSuccessful;
 
   const uninsertedFields = useMemo(() => {
     return sortFieldsByPosition(fields.filter((field) => !field.inserted));
@@ -64,9 +65,20 @@ export const SigningForm = ({ document, recipient, fields, redirectUrl }: Signin
       return;
     }
 
+    await completeDocument();
+
+    // Reauth is currently not required for completing the document.
+    // 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

@@ -6,7 +6,10 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
-import type { Recipient } from '@documenso/prisma/client';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+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';
 import { Button } from '@documenso/ui/primitives/button';
@@ -15,6 +18,7 @@ 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';
 
@@ -31,24 +35,50 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
   const { fullName: providedFullName, setFullName: setProvidedFullName } =
     useRequiredSigningContext();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation();
+    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation();
+  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
   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),
+      actionTarget: field.type,
+    });
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth, name?: string) => {
     try {
-      if (!providedFullName && !localFullName) {
+      const value = name || providedFullName;
+
+      if (!value) {
         setShowFullNameModal(true);
         return;
       }
@@ -56,18 +86,19 @@ 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 +129,13 @@ 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 +184,7 @@ export const NameField = ({ field, recipient }: NameFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localFullName}
-                onClick={() => {
+                onClick={() => onDialogSignClick()}
-                  setShowFullNameModal(false);
-                  void onSign('local');
-                }}
               >
                 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 { extractDocumentAuthMethods } from '@documenso/lib/utils/document-auth';
-import { Card, CardContent } from '@documenso/ui/primitives/card';
+import { DocumentStatus, SigningStatus } from '@documenso/prisma/client';
-import { ElementVisible } from '@documenso/ui/primitives/element-visible';
-import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
-import { truncateTitle } from '~/helpers/truncate-title';
+import { DocumentAuthProvider } from './document-auth-provider';
-
-import { DateField } from './date-field';
-import { EmailField } from './email-field';
-import { SigningForm } from './form';
-import { NameField } from './name-field';
 import { NoLongerAvailable } from './no-longer-available';
 import { SigningProvider } from './provider';
-import { SignatureField } from './signature-field';
+import { SigningAuthPageView } from './signing-auth-page';
-import { TextField } from './text-field';
+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">
+      <DocumentAuthProvider document={document} recipient={recipient} user={user}>
-        <h1 className="mt-4 truncate text-2xl font-semibold md:text-3xl" title={document.title}>
+        <SigningPageView recipient={recipient} document={document} fields={fields} />
-          {truncatedTitle}
+      </DocumentAuthProvider>
-        </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>
     </SigningProvider>
   );
 }

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

@@ -33,8 +33,28 @@ export const SignDialog = ({
   const truncatedTitle = truncateTitle(document.title);
   const isComplete = fields.every((field) => field.inserted);
 
+  const handleOpenChange = (open: boolean) => {
+    if (isSubmitting || !isComplete) {
+      return;
+    }
+
+    // Reauth is currently not required for signing the document.
+    // 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"

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

@@ -1,12 +1,15 @@
 '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 type { Recipient } from '@documenso/prisma/client';
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+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';
 import { Button } from '@documenso/ui/primitives/button';
@@ -15,6 +18,7 @@ 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';
 
@@ -29,18 +33,21 @@ 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 } =
-    trpc.field.signFieldWithToken.useMutation();
+    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation();
+  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const { Signature: signature } = field;
 
@@ -48,7 +55,6 @@ 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 +68,38 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
     return 'signed-text';
   }, [field.inserted, signature?.signatureImageAsBase64]);
 
-  useEffect(() => {
+  const onPreSign = () => {
-    if (!showSignatureModal && !isLocalSignatureSet) {
+    if (!providedSignature) {
-      setLocalSignature(null);
-    }
-  }, [showSignatureModal, isLocalSignatureSet]);
-
-  const onSign = async (source: 'local' | 'provider' = 'provider') => {
-    try {
-      if (!providedSignature && !localSignature) {
-        setIsLocalSignatureSet(false);
       setShowSignatureModal(true);
+      return false;
+    }
+
+    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;
     }
 
-      const value = source === 'local' && localSignature ? localSignature : providedSignature ?? '';
+    void executeActionAuthProcedure({
+      onReauthFormSubmit: async (authOptions) => await onSign(authOptions, localSignature),
+      actionTarget: field.type,
+    });
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth, signature?: string) => {
+    try {
+      const value = signature || providedSignature;
 
       if (!value) {
+        setShowSignatureModal(true);
         return;
       }
 
@@ -87,16 +108,17 @@ 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 +149,13 @@ 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 +218,7 @@ export const SignatureField = ({ field, recipient }: SignatureFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localSignature}
-                onClick={() => {
+                onClick={() => onDialogSignClick()}
-                  setShowSignatureModal(false);
-                  setIsLocalSignatureSet(true);
-                  void onSign('local');
-                }}
               >
                 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 +2,38 @@
 
 import React from 'react';
 
+import { type TRecipientActionAuth } from '@documenso/lib/types/document-auth';
+import { FieldType } from '@documenso/prisma/client';
 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 +42,56 @@ export type SignatureFieldProps = {
 export const SigningFieldContainer = ({
   field,
   loading,
+  onPreSign,
   onSign,
   onRemove,
   children,
   type,
   tooltipText,
 }: SignatureFieldProps) => {
-  const onSignFieldClick = async () => {
+  const { executeActionAuthProcedure, isAuthRedirectRequired } = useRequiredDocumentAuthContext();
-    if (field.inserted) {
+
+  const handleInsertField = async () => {
+    if (field.inserted || !onSign) {
       return;
     }
 
-    await onSign?.();
+    // Bypass reauth for non signature fields.
+    if (field.type !== FieldType.SIGNATURE) {
+      const presignResult = await onPreSign?.();
+
+      if (presignResult === false) {
+        return;
+      }
+
+      await onSign();
+      return;
+    }
+
+    if (isAuthRedirectRequired) {
+      await executeActionAuthProcedure({
+        onReauthFormSubmit: () => {
+          // Do nothing since the user should be redirected.
+        },
+        actionTarget: field.type,
+      });
+
+      return;
+    }
+
+    // Handle any presign requirements, and halt if required.
+    if (onPreSign) {
+      const preSignResult = await onPreSign();
+
+      if (preSignResult === false) {
+        return;
+      }
+    }
+
+    await executeActionAuthProcedure({
+      onReauthFormSubmit: onSign,
+      actionTarget: field.type,
+    });
   };
 
   const onRemoveSignedFieldClick = async () => {
@@ -47,7 +108,7 @@ 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 +6,9 @@ import { useRouter } from 'next/navigation';
 
 import { Loader } from 'lucide-react';
 
+import { DO_NOT_INVALIDATE_QUERY_ON_MUTATION } from '@documenso/lib/constants/trpc';
+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 +18,7 @@ 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 = {
@@ -27,36 +31,52 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
 
   const { toast } = useToast();
 
+  const { executeActionAuthProcedure } = useRequiredDocumentAuthContext();
+
   const [isPending, startTransition] = useTransition();
 
   const { mutateAsync: signFieldWithToken, isLoading: isSignFieldWithTokenLoading } =
-    trpc.field.signFieldWithToken.useMutation();
+    trpc.field.signFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const {
     mutateAsync: removeSignedFieldWithToken,
     isLoading: isRemoveSignedFieldWithTokenLoading,
-  } = trpc.field.removeSignedFieldWithToken.useMutation();
+  } = trpc.field.removeSignedFieldWithToken.useMutation(DO_NOT_INVALIDATE_QUERY_ON_MUTATION);
 
   const isLoading = isSignFieldWithTokenLoading || isRemoveSignedFieldWithTokenLoading || isPending;
 
   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 () => {
+  /**
-    try {
+   * 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),
+      actionTarget: field.type,
+    });
+  };
+
+  const onPreSign = () => {
     if (!localText) {
-        setIsLocalSignatureSet(false);
       setShowCustomTextModal(true);
-        return;
+      return false;
     }
 
+    return true;
+  };
+
+  const onSign = async (authOptions?: TRecipientActionAuth) => {
+    try {
       if (!localText) {
         return;
       }
@@ -66,12 +86,19 @@ 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 +129,13 @@ 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 +182,7 @@ export const TextField = ({ field, recipient }: TextFieldProps) => {
                 type="button"
                 className="flex-1"
                 disabled={!localText}
-                onClick={() => {
+                onClick={() => onDialogSignClick()}
-                  setShowCustomTextModal(false);
-                  setIsLocalSignatureSet(true);
-                  void onSign();
-                }}
               >
                 Save Text
               </Button>

apps/web/src/components/(dashboard)/avatar/stack-avatars.tsx

@@ -2,7 +2,7 @@ import React from 'react';
 
 import { getRecipientType } from '@documenso/lib/client-only/recipient-type';
 import { recipientAbbreviation } from '@documenso/lib/utils/recipient-formatter';
-import { Recipient } from '@documenso/prisma/client';
+import type { Recipient } from '@documenso/prisma/client';
 
 import { StackAvatar } from './stack-avatar';
 

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

@@ -14,6 +14,10 @@ import {
   SETTINGS_PAGE_SHORTCUT,
   TEMPLATES_PAGE_SHORTCUT,
 } from '@documenso/lib/constants/keyboard-shortcuts';
+import {
+  DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
+  SKIP_QUERY_BATCH_META,
+} from '@documenso/lib/constants/trpc';
 import type { Document, Recipient } from '@documenso/prisma/client';
 import { trpc as trpcReact } from '@documenso/trpc/react';
 import {
@@ -82,6 +86,10 @@ export function CommandMenu({ open, onOpenChange }: CommandMenuProps) {
       },
       {
         keepPreviousData: true,
+        // Do not batch this due to relatively long request time compared to
+        // other queries which are generally batched with this.
+        ...SKIP_QUERY_BATCH_META,
+        ...DO_NOT_INVALIDATE_QUERY_ON_MUTATION,
       },
     );
 

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/branding/logo.tsx

@@ -1,4 +1,4 @@
-import { SVGAttributes } from 'react';
+import type { SVGAttributes } from 'react';
 
 export type LogoProps = SVGAttributes<SVGSVGElement>;
 

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/formatter/template-type.tsx

@@ -1,9 +1,9 @@
-import { HTMLAttributes } from 'react';
+import type { HTMLAttributes } from 'react';
 
 import { Globe, Lock } from 'lucide-react';
 import type { LucideIcon } from 'lucide-react/dist/lucide-react';
 
-import { TemplateType as TemplateTypePrisma } from '@documenso/prisma/client';
+import type { TemplateType as TemplateTypePrisma } from '@documenso/prisma/client';
 import { cn } from '@documenso/ui/lib/utils';
 
 type TemplateTypeIcon = {

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

@@ -1,43 +0,0 @@
-'use client';
-
-import { useState } from 'react';
-
-import { Button } from '@documenso/ui/primitives/button';
-
-import { DisableAuthenticatorAppDialog } from './disable-authenticator-app-dialog';
-import { EnableAuthenticatorAppDialog } from './enable-authenticator-app-dialog';
-
-type AuthenticatorAppProps = {
-  isTwoFactorEnabled: boolean;
-};
-
-export const AuthenticatorApp = ({ isTwoFactorEnabled }: AuthenticatorAppProps) => {
-  const [modalState, setModalState] = useState<'enable' | 'disable' | null>(null);
-
-  const isEnableDialogOpen = modalState === 'enable';
-  const isDisableDialogOpen = modalState === 'disable';
-
-  return (
-    <>
-      <div className="flex-shrink-0">
-        {isTwoFactorEnabled ? (
-          <Button variant="destructive" onClick={() => setModalState('disable')}>
-            Disable 2FA
-          </Button>
-        ) : (
-          <Button onClick={() => setModalState('enable')}>Enable 2FA</Button>
-        )}
-      </div>
-
-      <EnableAuthenticatorAppDialog
-        open={isEnableDialogOpen}
-        onOpenChange={(open) => !open && setModalState(null)}
-      />
-
-      <DisableAuthenticatorAppDialog
-        open={isDisableDialogOpen}
-        onOpenChange={(open) => !open && setModalState(null)}
-      />
-    </>
-  );
-};

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

@@ -1,3 +1,7 @@
+'use client';
+
+import { useState } from 'react';
+
 import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
@@ -9,65 +13,51 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
+  DialogClose,
   DialogContent,
   DialogDescription,
   DialogFooter,
   DialogHeader,
   DialogTitle,
+  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import {
   Form,
   FormControl,
   FormField,
   FormItem,
-  FormLabel,
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
-export const ZDisableTwoFactorAuthenticationForm = z.object({
+export const ZDisable2FAForm = z.object({
-  password: z.string().min(6).max(72),
+  token: z.string(),
-  backupCode: z.string(),
 });
 
-export type TDisableTwoFactorAuthenticationForm = z.infer<
+export type TDisable2FAForm = z.infer<typeof ZDisable2FAForm>;
-  typeof ZDisableTwoFactorAuthenticationForm
->;
 
-export type DisableAuthenticatorAppDialogProps = {
+export const DisableAuthenticatorAppDialog = () => {
-  open: boolean;
-  onOpenChange: (_open: boolean) => void;
-};
-
-export const DisableAuthenticatorAppDialog = ({
-  open,
-  onOpenChange,
-}: DisableAuthenticatorAppDialogProps) => {
   const router = useRouter();
+
   const { toast } = useToast();
 
-  const { mutateAsync: disableTwoFactorAuthentication } =
+  const [isOpen, setIsOpen] = useState(false);
-    trpc.twoFactorAuthentication.disable.useMutation();
 
-  const disableTwoFactorAuthenticationForm = useForm<TDisableTwoFactorAuthenticationForm>({
+  const { mutateAsync: disable2FA } = trpc.twoFactorAuthentication.disable.useMutation();
+
+  const disable2FAForm = useForm<TDisable2FAForm>({
     defaultValues: {
-      password: '',
+      token: '',
-      backupCode: '',
     },
-    resolver: zodResolver(ZDisableTwoFactorAuthenticationForm),
+    resolver: zodResolver(ZDisable2FAForm),
   });
 
-  const { isSubmitting: isDisableTwoFactorAuthenticationSubmitting } =
+  const { isSubmitting: isDisable2FASubmitting } = disable2FAForm.formState;
-    disableTwoFactorAuthenticationForm.formState;
 
-  const onDisableTwoFactorAuthenticationFormSubmit = async ({
+  const onDisable2FAFormSubmit = async ({ token }: TDisable2FAForm) => {
-    password,
-    backupCode,
-  }: TDisableTwoFactorAuthenticationForm) => {
     try {
-      await disableTwoFactorAuthentication({ password, backupCode });
+      await disable2FA({ token });
 
       toast({
         title: 'Two-factor authentication disabled',
@@ -76,7 +66,7 @@ export const DisableAuthenticatorAppDialog = ({
       });
 
       flushSync(() => {
-        onOpenChange(false);
+        setIsOpen(false);
       });
 
       router.refresh();
@@ -91,74 +81,51 @@ export const DisableAuthenticatorAppDialog = ({
   };
 
   return (
-    <Dialog open={open} onOpenChange={onOpenChange}>
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
-      <DialogContent className="w-full max-w-xl md:max-w-xl lg:max-w-xl">
+      <DialogTrigger asChild={true}>
+        <Button className="flex-shrink-0" variant="destructive">
+          Disable 2FA
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent position="center">
         <DialogHeader>
-          <DialogTitle>Disable Authenticator App</DialogTitle>
+          <DialogTitle>Disable 2FA</DialogTitle>
 
           <DialogDescription>
-            To disable the Authenticator App for your account, please enter your password and a
+            Please provide a token from the authenticator, or a backup code. If you do not have a
-            backup code. If you do not have a backup code available, please contact support.
+            backup code available, please contact support.
           </DialogDescription>
         </DialogHeader>
 
-        <Form {...disableTwoFactorAuthenticationForm}>
+        <Form {...disable2FAForm}>
-          <form
+          <form onSubmit={disable2FAForm.handleSubmit(onDisable2FAFormSubmit)}>
-            onSubmit={disableTwoFactorAuthenticationForm.handleSubmit(
+            <fieldset className="flex flex-col gap-y-4" disabled={isDisable2FASubmitting}>
-              onDisableTwoFactorAuthenticationFormSubmit,
-            )}
-            className="flex flex-col gap-y-4"
-          >
-            <fieldset
-              className="flex flex-col gap-y-4"
-              disabled={isDisableTwoFactorAuthenticationSubmitting}
-            >
               <FormField
-                name="password"
+                name="token"
-                control={disableTwoFactorAuthenticationForm.control}
+                control={disable2FAForm.control}
                 render={({ field }) => (
                   <FormItem>
-                    <FormLabel className="text-muted-foreground">Password</FormLabel>
                     <FormControl>
-                      <PasswordInput
+                      <Input {...field} placeholder="Token" />
-                        {...field}
-                        autoComplete="current-password"
-                        value={field.value ?? ''}
-                      />
                     </FormControl>
                     <FormMessage />
                   </FormItem>
                 )}
               />
 
-              <FormField
-                name="backupCode"
-                control={disableTwoFactorAuthenticationForm.control}
-                render={({ field }) => (
-                  <FormItem>
-                    <FormLabel className="text-muted-foreground">Backup Code</FormLabel>
-                    <FormControl>
-                      <Input {...field} type="text" value={field.value ?? ''} />
-                    </FormControl>
-                    <FormMessage />
-                  </FormItem>
-                )}
-              />
-            </fieldset>
-
               <DialogFooter>
-              <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                <DialogClose asChild>
+                  <Button type="button" variant="secondary">
                     Cancel
                   </Button>
+                </DialogClose>
 
-              <Button
+                <Button type="submit" variant="destructive" loading={isDisable2FASubmitting}>
-                type="submit"
-                variant="destructive"
-                loading={isDisableTwoFactorAuthenticationSubmitting}
-              >
                   Disable 2FA
                 </Button>
               </DialogFooter>
+            </fieldset>
           </form>
         </Form>
       </DialogContent>

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

@@ -1,8 +1,11 @@
-import { useEffect, useMemo } from 'react';
+'use client';
+
+import { useEffect, useState } from 'react';
+
+import { useRouter } from 'next/navigation';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useForm } from 'react-hook-form';
-import { match } from 'ts-pattern';
 import { renderSVG } from 'uqr';
 import { z } from 'zod';
 
@@ -11,11 +14,13 @@ import { trpc } from '@documenso/trpc/react';
 import { Button } from '@documenso/ui/primitives/button';
 import {
   Dialog,
+  DialogClose,
   DialogContent,
   DialogDescription,
   DialogFooter,
   DialogHeader,
   DialogTitle,
+  DialogTrigger,
 } from '@documenso/ui/primitives/dialog';
 import {
   Form,
@@ -26,98 +31,79 @@ import {
   FormMessage,
 } from '@documenso/ui/primitives/form/form';
 import { Input } from '@documenso/ui/primitives/input';
-import { PasswordInput } from '@documenso/ui/primitives/password-input';
 import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
 
-export const ZSetupTwoFactorAuthenticationForm = z.object({
+export const ZEnable2FAForm = z.object({
-  password: z.string().min(6).max(72),
-});
-
-export type TSetupTwoFactorAuthenticationForm = z.infer<typeof ZSetupTwoFactorAuthenticationForm>;
-
-export const ZEnableTwoFactorAuthenticationForm = z.object({
   token: z.string(),
 });
 
-export type TEnableTwoFactorAuthenticationForm = z.infer<typeof ZEnableTwoFactorAuthenticationForm>;
+export type TEnable2FAForm = z.infer<typeof ZEnable2FAForm>;
 
 export type EnableAuthenticatorAppDialogProps = {
-  open: boolean;
+  onSuccess?: () => void;
-  onOpenChange: (_open: boolean) => void;
 };
 
-export const EnableAuthenticatorAppDialog = ({
+export const EnableAuthenticatorAppDialog = ({ onSuccess }: EnableAuthenticatorAppDialogProps) => {
-  open,
-  onOpenChange,
-}: EnableAuthenticatorAppDialogProps) => {
   const { toast } = useToast();
 
-  const { mutateAsync: setupTwoFactorAuthentication, data: setupTwoFactorAuthenticationData } =
+  const router = useRouter();
-    trpc.twoFactorAuthentication.setup.useMutation();
+
+  const [isOpen, setIsOpen] = useState(false);
+  const [recoveryCodes, setRecoveryCodes] = useState<string[] | null>(null);
+
+  const { mutateAsync: enable2FA } = trpc.twoFactorAuthentication.enable.useMutation();
 
   const {
-    mutateAsync: enableTwoFactorAuthentication,
+    mutateAsync: setup2FA,
-    data: enableTwoFactorAuthenticationData,
+    data: setup2FAData,
-    isLoading: isEnableTwoFactorAuthenticationDataLoading,
+    isLoading: isSettingUp2FA,
-  } = trpc.twoFactorAuthentication.enable.useMutation();
+  } = trpc.twoFactorAuthentication.setup.useMutation({
-
+    onError: () => {
-  const setupTwoFactorAuthenticationForm = useForm<TSetupTwoFactorAuthenticationForm>({
+      toast({
-    defaultValues: {
+        title: 'Unable to setup two-factor authentication',
-      password: '',
+        description:
+          'We were unable to setup two-factor authentication for your account. Please ensure that you have entered your code correctly and try again.',
+        variant: 'destructive',
+      });
     },
-    resolver: zodResolver(ZSetupTwoFactorAuthenticationForm),
   });
 
-  const { isSubmitting: isSetupTwoFactorAuthenticationSubmitting } =
+  const enable2FAForm = useForm<TEnable2FAForm>({
-    setupTwoFactorAuthenticationForm.formState;
-
-  const enableTwoFactorAuthenticationForm = useForm<TEnableTwoFactorAuthenticationForm>({
     defaultValues: {
       token: '',
     },
-    resolver: zodResolver(ZEnableTwoFactorAuthenticationForm),
+    resolver: zodResolver(ZEnable2FAForm),
   });
 
-  const { isSubmitting: isEnableTwoFactorAuthenticationSubmitting } =
+  const { isSubmitting: isEnabling2FA } = enable2FAForm.formState;
-    enableTwoFactorAuthenticationForm.formState;
 
-  const step = useMemo(() => {
+  const onEnable2FAFormSubmit = async ({ token }: TEnable2FAForm) => {
-    if (!setupTwoFactorAuthenticationData || isSetupTwoFactorAuthenticationSubmitting) {
-      return 'setup';
-    }
-
-    if (!enableTwoFactorAuthenticationData || isEnableTwoFactorAuthenticationSubmitting) {
-      return 'enable';
-    }
-
-    return 'view';
-  }, [
-    setupTwoFactorAuthenticationData,
-    isSetupTwoFactorAuthenticationSubmitting,
-    enableTwoFactorAuthenticationData,
-    isEnableTwoFactorAuthenticationSubmitting,
-  ]);
-
-  const onSetupTwoFactorAuthenticationFormSubmit = async ({
-    password,
-  }: TSetupTwoFactorAuthenticationForm) => {
     try {
-      await setupTwoFactorAuthentication({ password });
+      const data = await enable2FA({ code: token });
+
+      setRecoveryCodes(data.recoveryCodes);
+      onSuccess?.();
+
+      toast({
+        title: 'Two-factor authentication enabled',
+        description:
+          'You will now be required to enter a code from your authenticator app when signing in.',
+      });
     } catch (_err) {
       toast({
         title: 'Unable to setup two-factor authentication',
         description:
-          'We were unable to setup two-factor authentication for your account. Please ensure that you have entered your password correctly and try again.',
+          'We were unable to setup two-factor authentication for your account. Please ensure that you have entered your code correctly and try again.',
         variant: 'destructive',
       });
     }
   };
 
   const downloadRecoveryCodes = () => {
-    if (enableTwoFactorAuthenticationData && enableTwoFactorAuthenticationData.recoveryCodes) {
+    if (recoveryCodes) {
-      const blob = new Blob([enableTwoFactorAuthenticationData.recoveryCodes.join('\n')], {
+      const blob = new Blob([recoveryCodes.join('\n')], {
         type: 'text/plain',
       });
 
@@ -128,111 +114,80 @@ export const EnableAuthenticatorAppDialog = ({
     }
   };
 
-  const onEnableTwoFactorAuthenticationFormSubmit = async ({
+  const handleEnable2FA = async () => {
-    token,
+    if (!setup2FAData) {
-  }: TEnableTwoFactorAuthenticationForm) => {
+      await setup2FA();
-    try {
-      await enableTwoFactorAuthentication({ code: token });
-
-      toast({
-        title: 'Two-factor authentication enabled',
-        description:
-          'Two-factor authentication has been enabled for your account. You will now be required to enter a code from your authenticator app when signing in.',
-      });
-    } catch (_err) {
-      toast({
-        title: 'Unable to setup two-factor authentication',
-        description:
-          'We were unable to setup two-factor authentication for your account. Please ensure that you have entered your password correctly and try again.',
-        variant: 'destructive',
-      });
     }
+
+    setIsOpen(true);
   };
 
   useEffect(() => {
-    // Reset the form when the Dialog closes
+    enable2FAForm.reset();
-    if (!open) {
+
-      setupTwoFactorAuthenticationForm.reset();
+    if (!isOpen && recoveryCodes && recoveryCodes.length > 0) {
+      setRecoveryCodes(null);
+      router.refresh();
     }
-  }, [open, setupTwoFactorAuthenticationForm]);
+
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [isOpen]);
 
   return (
-    <Dialog open={open} onOpenChange={onOpenChange}>
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
-      <DialogContent className="w-full max-w-xl md:max-w-xl lg:max-w-xl">
+      <DialogTrigger asChild={true}>
+        <Button
+          className="flex-shrink-0"
+          loading={isSettingUp2FA}
+          onClick={(e) => {
+            e.preventDefault();
+            void handleEnable2FA();
+          }}
+        >
+          Enable 2FA
+        </Button>
+      </DialogTrigger>
+
+      <DialogContent position="center">
+        {setup2FAData && (
+          <>
+            {recoveryCodes ? (
+              <div>
                 <DialogHeader>
-          <DialogTitle>Enable Authenticator App</DialogTitle>
+                  <DialogTitle>Backup codes</DialogTitle>
-
-          {step === 'setup' && (
-            <DialogDescription>
-              To enable two-factor authentication, please enter your password below.
-            </DialogDescription>
-          )}
-
-          {step === 'view' && (
                   <DialogDescription>
                     Your recovery codes are listed below. Please store them in a safe place.
                   </DialogDescription>
-          )}
                 </DialogHeader>
 
-        {match(step)
+                <div className="mt-4">
-          .with('setup', () => {
+                  <RecoveryCodeList recoveryCodes={recoveryCodes} />
-            return (
+                </div>
-              <Form {...setupTwoFactorAuthenticationForm}>
-                <form
-                  onSubmit={setupTwoFactorAuthenticationForm.handleSubmit(
-                    onSetupTwoFactorAuthenticationFormSubmit,
-                  )}
-                  className="flex flex-col gap-y-4"
-                >
-                  <FormField
-                    name="password"
-                    control={setupTwoFactorAuthenticationForm.control}
-                    render={({ field }) => (
-                      <FormItem>
-                        <FormLabel className="text-muted-foreground">Password</FormLabel>
-                        <FormControl>
-                          <PasswordInput
-                            {...field}
-                            autoComplete="current-password"
-                            value={field.value ?? ''}
-                          />
-                        </FormControl>
-                        <FormMessage />
-                      </FormItem>
-                    )}
-                  />
 
-                  <DialogFooter>
+                <DialogFooter className="mt-4">
-                    <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                  <DialogClose asChild>
-                      Cancel
+                    <Button variant="secondary">Close</Button>
-                    </Button>
+                  </DialogClose>
 
-                    <Button type="submit" loading={isSetupTwoFactorAuthenticationSubmitting}>
+                  <Button onClick={downloadRecoveryCodes}>Download</Button>
-                      Continue
-                    </Button>
                 </DialogFooter>
-                </form>
+              </div>
-              </Form>
+            ) : (
-            );
+              <Form {...enable2FAForm}>
-          })
+                <form onSubmit={enable2FAForm.handleSubmit(onEnable2FAFormSubmit)}>
-          .with('enable', () => (
+                  <DialogHeader>
-            <Form {...enableTwoFactorAuthenticationForm}>
+                    <DialogTitle>Enable Authenticator App</DialogTitle>
-              <form
+                    <DialogDescription>
-                onSubmit={enableTwoFactorAuthenticationForm.handleSubmit(
-                  onEnableTwoFactorAuthenticationFormSubmit,
-                )}
-                className="flex flex-col gap-y-4"
-              >
-                <p className="text-muted-foreground text-sm">
                       To enable two-factor authentication, scan the following QR code using your
                       authenticator app.
-                </p>
+                    </DialogDescription>
+                  </DialogHeader>
 
+                  <fieldset disabled={isEnabling2FA} className="mt-4 flex flex-col gap-y-4">
                     <div
                       className="flex h-36 justify-center"
                       dangerouslySetInnerHTML={{
-                    __html: renderSVG(setupTwoFactorAuthenticationData?.uri ?? ''),
+                        __html: renderSVG(setup2FAData?.uri ?? ''),
                       }}
                     />
 
@@ -242,7 +197,7 @@ export const EnableAuthenticatorAppDialog = ({
                     </p>
 
                     <p className="bg-muted/60 text-muted-foreground rounded-lg p-2 text-center font-mono tracking-widest">
-                  {setupTwoFactorAuthenticationData?.secret}
+                      {setup2FAData?.secret}
                     </p>
 
                     <p className="text-muted-foreground text-sm">
@@ -252,7 +207,7 @@ export const EnableAuthenticatorAppDialog = ({
 
                     <FormField
                       name="token"
-                  control={enableTwoFactorAuthenticationForm.control}
+                      control={enable2FAForm.control}
                       render={({ field }) => (
                         <FormItem>
                           <FormLabel className="text-muted-foreground">Token</FormLabel>
@@ -265,38 +220,20 @@ export const EnableAuthenticatorAppDialog = ({
                     />
 
                     <DialogFooter>
-                  <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                      <DialogClose asChild>
-                    Cancel
+                        <Button variant="secondary">Cancel</Button>
-                  </Button>
+                      </DialogClose>
 
-                  <Button type="submit" loading={isEnableTwoFactorAuthenticationSubmitting}>
+                      <Button type="submit" loading={isEnabling2FA}>
                         Enable 2FA
                       </Button>
                     </DialogFooter>
+                  </fieldset>
                 </form>
               </Form>
-          ))
-          .with('view', () => (
-            <div>
-              {enableTwoFactorAuthenticationData?.recoveryCodes && (
-                <RecoveryCodeList recoveryCodes={enableTwoFactorAuthenticationData.recoveryCodes} />
             )}
-
+          </>
-              <div className="mt-4 flex flex-row-reverse items-center gap-2">
+        )}
-                <Button onClick={() => onOpenChange(false)}>Complete</Button>
-
-                <Button
-                  variant="secondary"
-                  onClick={downloadRecoveryCodes}
-                  disabled={!enableTwoFactorAuthenticationData?.recoveryCodes}
-                  loading={isEnableTwoFactorAuthenticationDataLoading}
-                >
-                  Download
-                </Button>
-              </div>
-            </div>
-          ))
-          .exhaustive()}
       </DialogContent>
     </Dialog>
   );

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

@@ -1,33 +0,0 @@
-'use client';
-
-import { useState } from 'react';
-
-import { Button } from '@documenso/ui/primitives/button';
-
-import { ViewRecoveryCodesDialog } from './view-recovery-codes-dialog';
-
-type RecoveryCodesProps = {
-  isTwoFactorEnabled: boolean;
-};
-
-export const RecoveryCodes = ({ isTwoFactorEnabled }: RecoveryCodesProps) => {
-  const [isOpen, setIsOpen] = useState(false);
-
-  return (
-    <>
-      <Button
-        className="flex-shrink-0"
-        onClick={() => setIsOpen(true)}
-        disabled={!isTwoFactorEnabled}
-      >
-        View Codes
-      </Button>
-
-      <ViewRecoveryCodesDialog
-        key={isOpen ? 'open' : 'closed'}
-        open={isOpen}
-        onOpenChange={setIsOpen}
-      />
-    </>
-  );
-};

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

@@ -1,4 +1,6 @@
-import { useEffect, useMemo } from 'react';
+'use client';
+
+import { useState } from 'react';
 
 import { zodResolver } from '@hookform/resolvers/zod';
 import { useForm } from 'react-hook-form';
@@ -6,69 +8,58 @@ import { match } from 'ts-pattern';
 import { z } from 'zod';
 
 import { downloadFile } from '@documenso/lib/client-only/download-file';
+import { AppError } from '@documenso/lib/errors/app-error';
+import { ErrorCode } from '@documenso/lib/next-auth/error-codes';
 import { trpc } from '@documenso/trpc/react';
+import { Alert, AlertDescription } from '@documenso/ui/primitives/alert';
 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 { PasswordInput } from '@documenso/ui/primitives/password-input';
+import { Input } from '@documenso/ui/primitives/input';
-import { useToast } from '@documenso/ui/primitives/use-toast';
 
 import { RecoveryCodeList } from './recovery-code-list';
 
 export const ZViewRecoveryCodesForm = z.object({
-  password: z.string().min(6).max(72),
+  token: z.string().min(1, { message: 'Token is required' }),
 });
 
 export type TViewRecoveryCodesForm = z.infer<typeof ZViewRecoveryCodesForm>;
 
-export type ViewRecoveryCodesDialogProps = {
+export const ViewRecoveryCodesDialog = () => {
-  open: boolean;
+  const [isOpen, setIsOpen] = useState(false);
-  onOpenChange: (_open: boolean) => void;
-};
-
-export const ViewRecoveryCodesDialog = ({ open, onOpenChange }: ViewRecoveryCodesDialogProps) => {
-  const { toast } = useToast();
 
   const {
-    mutateAsync: viewRecoveryCodes,
+    data: recoveryCodes,
-    data: viewRecoveryCodesData,
+    mutate,
-    isLoading: isViewRecoveryCodesDataLoading,
+    isLoading,
+    error,
   } = trpc.twoFactorAuthentication.viewRecoveryCodes.useMutation();
 
   const viewRecoveryCodesForm = useForm<TViewRecoveryCodesForm>({
     defaultValues: {
-      password: '',
+      token: '',
     },
     resolver: zodResolver(ZViewRecoveryCodesForm),
   });
 
-  const { isSubmitting: isViewRecoveryCodesSubmitting } = viewRecoveryCodesForm.formState;
-
-  const step = useMemo(() => {
-    if (!viewRecoveryCodesData || isViewRecoveryCodesSubmitting) {
-      return 'authenticate';
-    }
-
-    return 'view';
-  }, [viewRecoveryCodesData, isViewRecoveryCodesSubmitting]);
-
   const downloadRecoveryCodes = () => {
-    if (viewRecoveryCodesData && viewRecoveryCodesData.recoveryCodes) {
+    if (recoveryCodes) {
-      const blob = new Blob([viewRecoveryCodesData.recoveryCodes.join('\n')], {
+      const blob = new Blob([recoveryCodes.join('\n')], {
         type: 'text/plain',
       });
 
@@ -79,105 +70,88 @@ export const ViewRecoveryCodesDialog = ({ open, onOpenChange }: ViewRecoveryCode
     }
   };
 
-  const onViewRecoveryCodesFormSubmit = async ({ password }: TViewRecoveryCodesForm) => {
-    try {
-      await viewRecoveryCodes({ password });
-    } catch (_err) {
-      toast({
-        title: 'Unable to view recovery codes',
-        description:
-          'We were unable to view your recovery codes. Please ensure that you have entered your password correctly and try again.',
-        variant: 'destructive',
-      });
-    }
-  };
-
-  useEffect(() => {
-    // Reset the form when the Dialog closes
-    if (!open) {
-      viewRecoveryCodesForm.reset();
-    }
-  }, [open, viewRecoveryCodesForm]);
-
   return (
-    <Dialog open={open} onOpenChange={onOpenChange}>
+    <Dialog open={isOpen} onOpenChange={setIsOpen}>
+      <DialogTrigger asChild>
+        <Button className="flex-shrink-0">View Codes</Button>
+      </DialogTrigger>
+
       <DialogContent className="w-full max-w-xl md:max-w-xl lg:max-w-xl">
-        <DialogHeader>
+        {recoveryCodes ? (
+          <div>
+            <DialogHeader className="mb-4">
               <DialogTitle>View Recovery Codes</DialogTitle>
 
-          {step === 'authenticate' && (
-            <DialogDescription>
-              To view your recovery codes, please enter your password below.
-            </DialogDescription>
-          )}
-
-          {step === 'view' && (
               <DialogDescription>
                 Your recovery codes are listed below. Please store them in a safe place.
               </DialogDescription>
-          )}
             </DialogHeader>
 
-        {match(step)
+            <RecoveryCodeList recoveryCodes={recoveryCodes} />
-          .with('authenticate', () => {
+
-            return (
+            <DialogFooter className="mt-4">
+              <DialogClose asChild>
+                <Button variant="secondary">Close</Button>
+              </DialogClose>
+
+              <Button onClick={downloadRecoveryCodes}>Download</Button>
+            </DialogFooter>
+          </div>
+        ) : (
           <Form {...viewRecoveryCodesForm}>
-                <form
+            <form onSubmit={viewRecoveryCodesForm.handleSubmit((value) => mutate(value))}>
-                  onSubmit={viewRecoveryCodesForm.handleSubmit(onViewRecoveryCodesFormSubmit)}
+              <DialogHeader className="mb-4">
-                  className="flex flex-col gap-y-4"
+                <DialogTitle>View Recovery Codes</DialogTitle>
-                >
+
+                <DialogDescription>
+                  Please provide a token from your authenticator, or a backup code.
+                </DialogDescription>
+              </DialogHeader>
+
+              <fieldset className="flex flex-col space-y-4" disabled={isLoading}>
                 <FormField
-                    name="password"
+                  name="token"
                   control={viewRecoveryCodesForm.control}
                   render={({ field }) => (
                     <FormItem>
-                        <FormLabel className="text-muted-foreground">Password</FormLabel>
                       <FormControl>
-                          <PasswordInput
+                        <Input {...field} placeholder="Token" />
-                            {...field}
-                            autoComplete="current-password"
-                            value={field.value ?? ''}
-                          />
                       </FormControl>
                       <FormMessage />
                     </FormItem>
                   )}
                 />
 
-                  <DialogFooter>
+                {error && (
-                    <Button type="button" variant="secondary" onClick={() => onOpenChange(false)}>
+                  <Alert variant="destructive">
-                      Cancel
+                    <AlertDescription>
-                    </Button>
+                      {match(AppError.parseError(error).message)
-
+                        .with(
-                    <Button type="submit" loading={isViewRecoveryCodesSubmitting}>
+                          ErrorCode.INCORRECT_TWO_FACTOR_CODE,
-                      Continue
+                          () => 'Invalid code. Please try again.',
-                    </Button>
+                        )
-                  </DialogFooter>
+                        .otherwise(
-                </form>
+                          () => 'Something went wrong. Please try again or contact support.',
-              </Form>
+                        )}
-            );
+                    </AlertDescription>
-          })
+                  </Alert>
-          .with('view', () => (
-            <div>
-              {viewRecoveryCodesData?.recoveryCodes && (
-                <RecoveryCodeList recoveryCodes={viewRecoveryCodesData.recoveryCodes} />
                 )}
 
-              <div className="mt-4 flex flex-row-reverse items-center gap-2">
+                <DialogFooter>
-                <Button onClick={() => onOpenChange(false)}>Complete</Button>
+                  <DialogClose asChild>
-
+                    <Button type="button" variant="secondary">
-                <Button
+                      Cancel
-                  variant="secondary"
-                  disabled={!viewRecoveryCodesData?.recoveryCodes}
-                  loading={isViewRecoveryCodesDataLoading}
-                  onClick={downloadRecoveryCodes}
-                >
-                  Download
                     </Button>
-              </div>
+                  </DialogClose>
-            </div>
+
-          ))
+                  <Button type="submit" loading={isLoading}>
-          .exhaustive()}
+                    View
+                  </Button>
+                </DialogFooter>
+              </fieldset>
+            </form>
+          </Form>
+        )}
       </DialogContent>
     </Dialog>
   );

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

@@ -55,11 +55,8 @@ export const ProfileForm = ({ className, user }: ProfileFormProps) => {
   });
 
   const isSubmitting = form.formState.isSubmitting;
-  const hasTwoFactorAuthentication = user.twoFactorEnabled;
 
   const { mutateAsync: updateProfile } = trpc.profile.updateProfile.useMutation();
-  const { mutateAsync: deleteAccount, isLoading: isDeletingAccount } =
-    trpc.profile.deleteAccount.useMutation();
 
   const onFormSubmit = async ({ name, signature }: TProfileFormSchema) => {
     try {

apps/web/src/components/forms/public-profile-claim-dialog.tsx

@@ -154,7 +154,7 @@ export const ClaimPublicProfileDialogForm = ({
 
                         <FormMessage />
 
-                        <div className="bg-muted/50 text-muted-foreground mt-2 inline-block truncate rounded-md px-2 py-1 text-sm">
+                        <div className="bg-muted/50 text-muted-foreground mt-2 inline-block max-w-[29rem] truncate rounded-md px-2 py-1 text-sm lowercase">
                           {baseUrl.host}/u/{field.value || '<username>'}
                         </div>
                       </FormItem>

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"
@@ -225,11 +303,9 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
                     Forgot your password?
                   </Link>
                 </p>
-                <FormMessage />
               </FormItem>
             )}
           />
-        </fieldset>
 
           <Button
             type="submit"
@@ -240,14 +316,15 @@ export const SignInForm = ({ className, initialEmail, isGoogleSSOEnabled }: Sign
             {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/ui/background.tsx

@@ -1,4 +1,4 @@
-import { SVGAttributes } from 'react';
+import type { SVGAttributes } from 'react';
 
 export type BackgroundProps = Omit<SVGAttributes<SVGElement>, 'viewBox'>;
 

apps/web/src/components/ui/user-profile-skeleton.tsx

@@ -24,7 +24,7 @@ export const UserProfileSkeleton = ({ className, user, rows = 2 }: UserProfileSk
         className,
       )}
     >
-      <div className="border-border bg-background text-muted-foreground inline-block max-w-full truncate rounded-md border px-2.5 py-1.5 text-sm">
+      <div className="border-border bg-background text-muted-foreground inline-block max-w-full truncate rounded-md border px-2.5 py-1.5 text-sm lowercase">
         {baseUrl.host}/u/{user.url}
       </div>
 

apps/web/src/providers/next-theme.tsx

@@ -3,7 +3,7 @@
 import * as React from 'react';
 
 import { ThemeProvider as NextThemesProvider } from 'next-themes';
-import { ThemeProviderProps } from 'next-themes/dist/types';
+import type { ThemeProviderProps } from 'next-themes/dist/types';
 
 export function ThemeProvider({ children, ...props }: ThemeProviderProps) {
   return <NextThemesProvider {...props}>{children}</NextThemesProvider>;

docker/README.md

@@ -115,6 +115,7 @@ Here's a markdown table documenting all the provided environment variables:
 | `NEXT_PRIVATE_SIGNING_LOCAL_FILE_PATH`       | The path to the key file, default `/opt/documenso/cert.p12`.                                        |
 | `NEXT_PUBLIC_UPLOAD_TRANSPORT`               | The transport to use for file uploads (database or s3).                                             |
 | `NEXT_PRIVATE_UPLOAD_ENDPOINT`               | The endpoint for the S3 storage transport (for third-party S3-compatible providers).                |
+| `NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE`       | Whether to force path-style URLs for the S3 storage transport.                                      |
 | `NEXT_PRIVATE_UPLOAD_REGION`                 | The region for the S3 storage transport (defaults to us-east-1).                                    |
 | `NEXT_PRIVATE_UPLOAD_BUCKET`                 | The bucket to use for the S3 storage transport.                                                     |
 | `NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID`          | The access key ID for the S3 storage transport.                                                     |

docker/production/compose.yml

@@ -34,6 +34,7 @@ services:
       - NEXT_PRIVATE_DIRECT_DATABASE_URL=${NEXT_PRIVATE_DIRECT_DATABASE_URL:-${NEXT_PRIVATE_DATABASE_URL}}
       - NEXT_PUBLIC_UPLOAD_TRANSPORT=${NEXT_PUBLIC_UPLOAD_TRANSPORT:-database}
       - NEXT_PRIVATE_UPLOAD_ENDPOINT=${NEXT_PRIVATE_UPLOAD_ENDPOINT}
+      - NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE=${NEXT_PRIVATE_UPLOAD_FORCE_PATH_STYLE}
       - NEXT_PRIVATE_UPLOAD_REGION=${NEXT_PRIVATE_UPLOAD_REGION}
       - NEXT_PRIVATE_UPLOAD_BUCKET=${NEXT_PRIVATE_UPLOAD_BUCKET}
       - NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID=${NEXT_PRIVATE_UPLOAD_ACCESS_KEY_ID}

lint-staged.config.cjs

@@ -1,7 +1,15 @@
+const path = require('path');
+
+const eslint = (filenames) =>
+  `eslint --fix ${filenames.map((f) => `"${path.relative(process.cwd(), f)}"`).join(' ')}`;
+
+const prettier = (filenames) =>
+  `prettier --write ${filenames.map((f) => `"${path.relative(process.cwd(), f)}"`).join(' ')}`;
+
 /** @type {import('lint-staged').Config} */
 module.exports = {
-  '**/*.{ts,tsx,cts,mts}': (files) => files.map((file) => `eslint --fix ${file}`),
+  '**/*.{ts,tsx,cts,mts}': [eslint, prettier],
-  '**/*.{js,jsx,cjs,mjs}': (files) => files.map((file) => `prettier --write ${file}`),
+  '**/*.{js,jsx,cjs,mjs}': [prettier],
-  '**/*.{yml,mdx}': (files) => files.map((file) => `prettier --write ${file}`),
+  '**/*.{yml,mdx}': [prettier],
   '**/*/package.json': 'npm run precommit',
 };

package.json

@@ -36,8 +36,8 @@
     "dotenv-cli": "^7.3.0",
     "eslint": "^8.40.0",
     "eslint-config-custom": "*",
-    "husky": "^8.0.0",
+    "husky": "^9.0.11",
-    "lint-staged": "^14.0.0",
+    "lint-staged": "^15.2.2",
     "prettier": "^2.5.1",
     "rimraf": "^5.0.1",
     "turbo": "^1.9.3"
@@ -48,6 +48,7 @@
     "packages/*"
   ],
   "dependencies": {
+    "@documenso/pdf-sign": "^0.1.0",
     "next-runtime-env": "^3.2.0"
   },
   "overrides": {

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 +1,418 @@
+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);
+});
+
+// Currently document auth for signing/approving/viewing is not required.
+test.skip('[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/${token}`);
+  await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('paragraph')).toContainText(
+    'Reauthentication is required to sign the document',
+  );
+
+  await unseedUser(user.id);
+  await unseedUser(recipientWithAccount.id);
+});
+
+test('[DOCUMENT_AUTH]: should deny signing fields when required for global auth', async ({
+  page,
+}) => {
+  const user = await seedUser();
+
+  const recipientWithAccount = await seedUser();
+
+  const { recipients } = await seedPendingDocumentWithFullFields({
+    owner: user,
+    recipients: [recipientWithAccount, seedTestEmail()],
+    updateDocumentOptions: {
+      authOptions: createDocumentAuthOptions({
+        globalAccessAuth: null,
+        globalActionAuth: 'ACCOUNT',
+      }),
+    },
+  });
+
+  // Check that both are denied access.
+  for (const recipient of recipients) {
+    const { token, Field } = recipient;
+
+    await page.goto(`/sign/${token}`);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    for (const field of Field) {
+      if (field.type !== FieldType.SIGNATURE) {
+        continue;
+      }
+
+      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) {
+        if (field.type !== FieldType.SIGNATURE) {
+          continue;
+        }
+
+        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/${token}`;
+
+    await page.goto(signUrl);
+    await expect(page.getByRole('heading', { name: 'Sign Document' })).toBeVisible();
+
+    if (isAuthRequired) {
+      for (const field of Field) {
+        if (field.type !== FieldType.SIGNATURE) {
+          continue;
+        }
+
+        await page.locator(`#field-${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 +1,200 @@
+import { expect, test } from '@playwright/test';
+
+import {
+  seedBlankDocument,
+  seedDraftDocument,
+  seedPendingDocument,
+} from '@documenso/prisma/seed/documents';
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedTeam, unseedTeam } from '@documenso/prisma/seed/teams';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[DOCUMENT_FLOW] add action auth settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/documents/${document.id}/edit`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require account').getByText('Require account').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Return to the settings step to check that the results are saved correctly.
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+    // Todo: Verify that the values are correct once we fix the issue where going back
+    // does not show the updated values.
+    // await expect(page.getByLabel('Title')).toContainText('New Title');
+    // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+    // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+    await unseedUser(user.id);
+  });
+
+  test('[DOCUMENT_FLOW] enterprise team member can add action auth settings', async ({ page }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const owner = team.owner;
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(owner, {
+      createDocumentOptions: {
+        teamId: team.id,
+      },
+    });
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/t/${team.url}/documents/${document.id}/edit`,
+    });
+
+    // Set EE action auth.
+    await page.getByTestId('documentActionSelectValue').click();
+    await page.getByLabel('Require account').getByText('Require account').click();
+    await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Advanced settings should be visible.
+    await expect(page.getByLabel('Show advanced settings')).toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+
+  test('[DOCUMENT_FLOW] enterprise team member should not have access to enterprise on personal account', async ({
+    page,
+  }) => {
+    const team = await seedTeam({
+      createTeamMembers: 1,
+    });
+
+    const teamMemberUser = team.members[1].user;
+
+    // Make the team enterprise by giving the owner the enterprise subscription.
+    await seedUserSubscription({
+      userId: team.ownerUserId,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(teamMemberUser);
+
+    await apiSignin({
+      page,
+      email: teamMemberUser.email,
+      redirectPath: `/documents/${document.id}/edit`,
+    });
+
+    // Global action auth should not be visible.
+    await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+    // Next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Advanced settings should not be visible.
+    await expect(page.getByLabel('Show advanced settings')).not.toBeVisible();
+
+    await unseedTeam(team.url);
+  });
+});
+
+test('[DOCUMENT_FLOW]: add settings', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${document.id}/edit`,
+  });
+
+  // Set title.
+  await page.getByLabel('Title').fill('New Title');
+
+  // Set access auth.
+  await page.getByTestId('documentAccessSelectValue').click();
+  await page.getByLabel('Require account').getByText('Require account').click();
+  await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+
+  // Action auth should NOT be visible.
+  await expect(page.getByTestId('documentActionSelectValue')).not.toBeVisible();
+
+  // Save the settings by going to the next step.
+  await page.getByRole('button', { name: 'Continue' }).click();
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Return to the settings step to check that the results are saved correctly.
+  await page.getByRole('button', { name: 'Go Back' }).click();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  // Todo: Verify that the values are correct once we fix the issue where going back
+  // does not show the updated values.
+  // await expect(page.getByLabel('Title')).toContainText('New Title');
+  // await expect(page.getByTestId('documentAccessSelectValue')).toContainText('Require account');
+  // await expect(page.getByTestId('documentActionSelectValue')).toContainText('Require account');
+
+  await unseedUser(user.id);
+});
+
+test('[DOCUMENT_FLOW]: title should be disabled depending on document status', async ({ page }) => {
+  const user = await seedUser();
+
+  const pendingDocument = await seedPendingDocument(user, []);
+  const draftDocument = await seedDraftDocument(user, []);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${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 +1,118 @@
+import { expect, test } from '@playwright/test';
+
+import { seedBlankDocument } from '@documenso/prisma/seed/documents';
+import { seedUserSubscription } from '@documenso/prisma/seed/subscriptions';
+import { seedUser, unseedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from '../fixtures/authentication';
+
+test.describe.configure({ mode: 'parallel' });
+
+test.describe('[EE_ONLY]', () => {
+  const enterprisePriceId = process.env.NEXT_PUBLIC_STRIPE_ENTERPRISE_PLAN_MONTHLY_PRICE_ID || '';
+
+  test.beforeEach(() => {
+    test.skip(
+      process.env.NEXT_PUBLIC_FEATURE_BILLING_ENABLED !== 'true' || !enterprisePriceId,
+      'Billing required for this test',
+    );
+  });
+
+  test('[DOCUMENT_FLOW] add EE settings', async ({ page }) => {
+    const user = await seedUser();
+
+    await seedUserSubscription({
+      userId: user.id,
+      priceId: enterprisePriceId,
+    });
+
+    const document = await seedBlankDocument(user);
+
+    await apiSignin({
+      page,
+      email: user.email,
+      redirectPath: `/documents/${document.id}/edit`,
+    });
+
+    // Save the settings by going to the next step.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Add 2 signers.
+    await page.getByPlaceholder('Email').fill('recipient1@documenso.com');
+    await page.getByPlaceholder('Name').fill('Recipient 1');
+    await page.getByRole('button', { name: 'Add Signer' }).click();
+    await page
+      .getByRole('textbox', { name: 'Email', exact: true })
+      .fill('recipient2@documenso.com');
+    await page.getByRole('textbox', { name: 'Name', exact: true }).fill('Recipient 2');
+
+    // Display advanced settings.
+    await page.getByLabel('Show advanced settings').click();
+
+    // Navigate to the next step and back.
+    await page.getByRole('button', { name: 'Continue' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+    await page.getByRole('button', { name: 'Go Back' }).click();
+    await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+    // Todo: Fix stepper component back issue before finishing test.
+
+    await unseedUser(user.id);
+  });
+});
+
+// Note: Not complete yet due to issue with back button.
+test('[DOCUMENT_FLOW]: add signers', async ({ page }) => {
+  const user = await seedUser();
+  const document = await seedBlankDocument(user);
+
+  await apiSignin({
+    page,
+    email: user.email,
+    redirectPath: `/documents/${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');
+
+  // Advanced settings should not be visible for non EE users.
+  await expect(page.getByLabel('Show advanced settings')).toBeHidden();
+
+  // 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

@@ -1,17 +1,36 @@
 import { expect, test } from '@playwright/test';
 import path from 'node:path';
 
-import { TEST_USER } from '@documenso/prisma/seed/pr-718-add-stepper-component';
+import { getRecipientByEmail } from '@documenso/lib/server-only/recipient/get-recipient-by-email';
+import { prisma } from '@documenso/prisma';
+import { DocumentStatus } from '@documenso/prisma/client';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { apiSignin } from './fixtures/authentication';
+
+const getDocumentByToken = async (token: string) => {
+  return await prisma.document.findFirstOrThrow({
+    where: {
+      Recipient: {
+        some: {
+          token,
+        },
+      },
+    },
+  });
+};
 
 test(`[PR-718]: should be able to create a document`, async ({ page }) => {
   await page.goto('/signin');
 
   const documentTitle = `example-${Date.now()}.pdf`;
 
-  // Sign in
+  const user = await seedUser();
-  await page.getByLabel('Email').fill(TEST_USER.email);
+
-  await page.getByLabel('Password', { exact: true }).fill(TEST_USER.password);
+  await apiSignin({
-  await page.getByRole('button', { name: 'Sign In' }).click();
+    page,
+    email: user.email,
+  });
 
   // Upload document
   const [fileChooser] = await Promise.all([
@@ -28,8 +47,8 @@ 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
+  // Set general settings
-  await expect(page.getByRole('heading', { name: 'Add Title' })).toBeVisible();
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
 
   await page.getByLabel('Title').fill(documentTitle);
 
@@ -73,3 +92,267 @@ test(`[PR-718]: should be able to create a document`, async ({ page }) => {
   // Assert document was created
   await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
 });
+
+test('should be able to create a document with multiple recipients', async ({ page }) => {
+  await page.goto('/signin');
+
+  const documentTitle = `example-${Date.now()}.pdf`;
+
+  const user = await seedUser();
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  // Upload document
+  const [fileChooser] = await Promise.all([
+    page.waitForEvent('filechooser'),
+    page.locator('input[type=file]').evaluate((e) => {
+      if (e instanceof HTMLInputElement) {
+        e.click();
+      }
+    }),
+  ]);
+
+  await fileChooser.setFiles(path.join(__dirname, '../../../assets/example.pdf'));
+
+  // Wait to be redirected to the edit page
+  await page.waitForURL(/\/documents\/\d+/);
+
+  // Set title
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.getByLabel('Title').fill(documentTitle);
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  // Add 2 signers.
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  await page.getByPlaceholder('Name').fill('User 1');
+  await page.getByRole('button', { name: 'Add Signer' }).click();
+  await page.getByRole('textbox', { name: 'Email', exact: true }).fill('user2@example.com');
+  await page.getByRole('textbox', { name: 'Name', exact: true }).fill('User 2');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+
+  await page.getByRole('button', { name: 'User 1 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 100,
+      y: 200,
+    },
+  });
+
+  await page.getByText('User 1 (user1@example.com)').click();
+  await page.getByText('User 2 (user2@example.com)').click();
+
+  await page.getByRole('button', { name: 'User 2 Signature' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 100,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Email Email' }).click();
+  await page.locator('canvas').click({
+    position: {
+      x: 500,
+      y: 200,
+    },
+  });
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add subject and send
+  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
+});
+
+test('should be able to create, send and sign a document', async ({ page }) => {
+  await page.goto('/signin');
+
+  const documentTitle = `example-${Date.now()}.pdf`;
+
+  const user = await seedUser();
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  // Upload document
+  const [fileChooser] = await Promise.all([
+    page.waitForEvent('filechooser'),
+    page.locator('input[type=file]').evaluate((e) => {
+      if (e instanceof HTMLInputElement) {
+        e.click();
+      }
+    }),
+  ]);
+
+  await fileChooser.setFiles(path.join(__dirname, '../../../assets/example.pdf'));
+
+  // Wait to be redirected to the edit page
+  await page.waitForURL(/\/documents\/\d+/);
+
+  // Set title
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+
+  await page.getByLabel('Title').fill(documentTitle);
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  await page.getByPlaceholder('Name').fill('User 1');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add subject and send
+  await expect(page.getByRole('heading', { name: 'Add Subject' })).toBeVisible();
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
+  await page.getByRole('link', { name: documentTitle }).click();
+  await page.waitForURL(/\/documents\/\d+/);
+
+  const url = page.url().split('/');
+  const documentId = url[url.length - 1];
+
+  const { token } = await getRecipientByEmail({
+    email: 'user1@example.com',
+    documentId: Number(documentId),
+  });
+
+  await page.goto(`/sign/${token}`);
+  await page.waitForURL(`/sign/${token}`);
+
+  // Check if document has been viewed
+  const { status } = await getDocumentByToken(token);
+  expect(status).toBe(DocumentStatus.PENDING);
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('dialog').getByText('Sign Document')).toBeVisible();
+  await page.getByRole('button', { name: 'Sign' }).click();
+
+  await page.waitForURL(`/sign/${token}/complete`);
+  await expect(page.getByText('You have signed')).toBeVisible();
+
+  // Check if document has been signed
+  const { status: completedStatus } = await getDocumentByToken(token);
+  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
+});
+
+test('should be able to create, send with redirect url, sign a document and redirect to redirect url', async ({
+  page,
+}) => {
+  await page.goto('/signin');
+
+  const documentTitle = `example-${Date.now()}.pdf`;
+
+  const user = await seedUser();
+
+  await apiSignin({
+    page,
+    email: user.email,
+  });
+
+  // Upload document
+  const [fileChooser] = await Promise.all([
+    page.waitForEvent('filechooser'),
+    page.locator('input[type=file]').evaluate((e) => {
+      if (e instanceof HTMLInputElement) {
+        e.click();
+      }
+    }),
+  ]);
+
+  await fileChooser.setFiles(path.join(__dirname, '../../../assets/example.pdf'));
+
+  // Wait to be redirected to the edit page
+  await page.waitForURL(/\/documents\/\d+/);
+
+  // Set title & advanced redirect
+  await expect(page.getByRole('heading', { name: 'General' })).toBeVisible();
+  await page.getByLabel('Title').fill(documentTitle);
+  await page.getByRole('button', { name: 'Advanced Options' }).click();
+  await page.getByLabel('Redirect URL').fill('https://documenso.com');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add signers
+  await expect(page.getByRole('heading', { name: 'Add Signers' })).toBeVisible();
+
+  await page.getByPlaceholder('Email').fill('user1@example.com');
+  await page.getByPlaceholder('Name').fill('User 1');
+
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  // Add fields
+  await expect(page.getByRole('heading', { name: 'Add Fields' })).toBeVisible();
+  await page.getByRole('button', { name: 'Continue' }).click();
+
+  await page.getByRole('button', { name: 'Send' }).click();
+
+  await page.waitForURL('/documents');
+
+  // Assert document was created
+  await expect(page.getByRole('link', { name: documentTitle })).toBeVisible();
+  await page.getByRole('link', { name: documentTitle }).click();
+  await page.waitForURL(/\/documents\/\d+/);
+
+  const url = page.url().split('/');
+  const documentId = url[url.length - 1];
+
+  const { token } = await getRecipientByEmail({
+    email: 'user1@example.com',
+    documentId: Number(documentId),
+  });
+
+  await page.goto(`/sign/${token}`);
+  await page.waitForURL(`/sign/${token}`);
+
+  // Check if document has been viewed
+  const { status } = await getDocumentByToken(token);
+  expect(status).toBe(DocumentStatus.PENDING);
+
+  await page.getByRole('button', { name: 'Complete' }).click();
+  await expect(page.getByRole('dialog').getByText('Sign Document')).toBeVisible();
+  await page.getByRole('button', { name: 'Sign' }).click();
+
+  await page.waitForURL('https://documenso.com');
+
+  // Check if document has been signed
+  const { status: completedStatus } = await getDocumentByToken(token);
+  expect(completedStatus).toBe(DocumentStatus.COMPLETED);
+});

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-update-user-name.spec.ts

@@ -0,0 +1,37 @@
+import { expect, test } from '@playwright/test';
+
+import { getUserByEmail } from '@documenso/lib/server-only/user/get-user-by-email';
+import { seedUser } from '@documenso/prisma/seed/users';
+
+import { manualLogin } from './fixtures/authentication';
+
+test('update user name', async ({ page }) => {
+  const user = await seedUser();
+
+  await manualLogin({
+    page,
+    email: user.email,
+    redirectPath: '/settings/profile',
+  });
+
+  await page.getByLabel('Full Name').fill('John Doe');
+
+  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();
+  }
+
+  await page.getByRole('button', { name: 'Update profile' }).click();
+
+  // wait for it to finish
+  await expect(page.getByText('Profile updated', { exact: true })).toBeVisible();
+
+  await page.waitForURL('/settings/profile');
+
+  expect((await getUserByEmail({ email: user.email })).name).toEqual('John Doe');
+});

packages/app-tests/package.json

@@ -6,6 +6,7 @@
   "main": "index.js",
   "scripts": {
     "test:dev": "playwright test",
+    "test-ui:dev": "playwright test --ui",
     "test:e2e": "start-server-and-test \"npm run start -w @documenso/web\" http://localhost:3000 \"playwright test\""
   },
   "keywords": [],

packages/app-tests/playwright.config.ts

@@ -1,10 +1,14 @@
 import { defineConfig, devices } from '@playwright/test';
+import dotenv from 'dotenv';
+import path from 'path';
 
-/**
+const ENV_FILES = ['.env', '.env.local', `.env.${process.env.NODE_ENV || 'development'}`];
- * Read environment variables from file.
+
- * https://github.com/motdotla/dotenv
+ENV_FILES.forEach((file) => {
- */
+  dotenv.config({
-// require('dotenv').config();
+    path: path.join(__dirname, `../../${file}`),
+  });
+});
 
 /**
  * See https://playwright.dev/docs/test-configuration.

packages/ee/server-only/util/is-document-enterprise.ts

@@ -0,0 +1,56 @@
+import { IS_BILLING_ENABLED } from '@documenso/lib/constants/app';
+import { subscriptionsContainActiveEnterprisePlan } from '@documenso/lib/utils/billing';
+import { prisma } from '@documenso/prisma';
+import type { Subscription } from '@documenso/prisma/client';
+
+export type IsUserEnterpriseOptions = {
+  userId: number;
+  teamId?: number;
+};
+
+/**
+ * Whether the user is enterprise, or has permission to use enterprise features on
+ * behalf of their team.
+ *
+ * It is assumed that the provided user is part of the provided team.
+ */
+export const isUserEnterprise = async ({
+  userId,
+  teamId,
+}: IsUserEnterpriseOptions): Promise<boolean> => {
+  let subscriptions: Subscription[] = [];
+
+  if (!IS_BILLING_ENABLED()) {
+    return false;
+  }
+
+  if (teamId) {
+    subscriptions = await prisma.team
+      .findFirstOrThrow({
+        where: {
+          id: teamId,
+        },
+        select: {
+          owner: {
+            include: {
+              Subscription: true,
+            },
+          },
+        },
+      })
+      .then((team) => team.owner.Subscription);
+  } else {
+    subscriptions = await prisma.user
+      .findFirstOrThrow({
+        where: {
+          id: userId,
+        },
+        select: {
+          Subscription: true,
+        },
+      })
+      .then((user) => user.Subscription);
+  }
+
+  return subscriptionsContainActiveEnterprisePlan(subscriptions);
+};

packages/email/template-components/template-document-super-delete.tsx

@@ -0,0 +1,45 @@
+import { Section, Text } from '../components';
+import { TemplateDocumentImage } from './template-document-image';
+
+export interface TemplateDocumentDeleteProps {
+  reason: string;
+  documentName: string;
+  assetBaseUrl: string;
+}
+
+export const TemplateDocumentDelete = ({
+  reason,
+  documentName,
+  assetBaseUrl,
+}: TemplateDocumentDeleteProps) => {
+  return (
+    <>
+      <TemplateDocumentImage className="mt-6" assetBaseUrl={assetBaseUrl} />
+
+      <Section>
+        <Text className="text-primary mb-0 mt-6 text-left text-lg font-semibold">
+          Your document has been deleted by an admin!
+        </Text>
+
+        <Text className="mx-auto mb-6 mt-1 text-left text-base text-slate-400">
+          "{documentName}" has been deleted by an admin.
+        </Text>
+
+        <Text className="mx-auto mb-6 mt-1 text-left text-base text-slate-400">
+          This document can not be recovered, if you would like to dispute the reason for future
+          documents please contact support.
+        </Text>
+
+        <Text className="mx-auto mt-1 text-left text-base text-slate-400">
+          The reason provided for deletion is the following:
+        </Text>
+
+        <Text className="mx-auto mb-6 mt-1 text-left text-base italic text-slate-400">
+          {reason}
+        </Text>
+      </Section>
+    </>
+  );
+};
+
+export default TemplateDocumentDelete;

packages/email/templates/document-super-delete.tsx

@@ -0,0 +1,66 @@
+import config from '@documenso/tailwind-config';
+
+import { Body, Container, Head, Hr, Html, Img, Preview, Section, Tailwind } from '../components';
+import {
+  TemplateDocumentDelete,
+  type TemplateDocumentDeleteProps,
+} from '../template-components/template-document-super-delete';
+import { TemplateFooter } from '../template-components/template-footer';
+
+export type DocumentDeleteEmailTemplateProps = Partial<TemplateDocumentDeleteProps>;
+
+export const DocumentSuperDeleteEmailTemplate = ({
+  documentName = 'Open Source Pledge.pdf',
+  assetBaseUrl = 'http://localhost:3002',
+  reason = 'Unknown',
+}: DocumentDeleteEmailTemplateProps) => {
+  const previewText = `An admin has deleted your document "${documentName}".`;
+
+  const getAssetUrl = (path: string) => {
+    return new URL(path, assetBaseUrl).toString();
+  };
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{previewText}</Preview>
+      <Tailwind
+        config={{
+          theme: {
+            extend: {
+              colors: config.theme.extend.colors,
+            },
+          },
+        }}
+      >
+        <Body className="mx-auto my-auto bg-white font-sans">
+          <Section>
+            <Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 p-4 backdrop-blur-sm">
+              <Section>
+                <Img
+                  src={getAssetUrl('/static/logo.png')}
+                  alt="Documenso Logo"
+                  className="mb-4 h-6"
+                />
+
+                <TemplateDocumentDelete
+                  reason={reason}
+                  documentName={documentName}
+                  assetBaseUrl={assetBaseUrl}
+                />
+              </Section>
+            </Container>
+
+            <Hr className="mx-auto mt-12 max-w-xl" />
+
+            <Container className="mx-auto max-w-xl">
+              <TemplateFooter />
+            </Container>
+          </Section>
+        </Body>
+      </Tailwind>
+    </Html>
+  );
+};
+
+export default DocumentSuperDeleteEmailTemplate;

packages/eslint-config/index.cjs

@@ -4,16 +4,15 @@ module.exports = {
     'turbo',
     'eslint:recommended',
     'plugin:@typescript-eslint/recommended',
-    'plugin:prettier/recommended',
     'plugin:package-json/recommended',
   ],
 
-  plugins: ['prettier', 'package-json', 'unused-imports'],
+  plugins: ['package-json', 'unused-imports'],
 
   env: {
+    es2022: true,
     node: true,
     browser: true,
-    es6: true,
   },
 
   parser: '@typescript-eslint/parser',

packages/eslint-config/package.json

@@ -7,16 +7,14 @@
     "clean": "rimraf node_modules"
   },
   "dependencies": {
-    "@typescript-eslint/eslint-plugin": "6.8.0",
+    "@typescript-eslint/eslint-plugin": "^7.1.1",
-    "@typescript-eslint/parser": "6.8.0",
+    "@typescript-eslint/parser": "^7.1.1",
-    "eslint": "^8.40.0",
+    "eslint": "^8.57.0",
-    "eslint-config-next": "13.4.19",
+    "eslint-config-next": "^14.1.3",
-    "eslint-config-prettier": "^8.8.0",
+    "eslint-config-turbo": "^1.12.5",
-    "eslint-config-turbo": "^1.9.3",
+    "eslint-plugin-package-json": "^0.10.4",
-    "eslint-plugin-package-json": "^0.2.0",
+    "eslint-plugin-react": "^7.34.0",
-    "eslint-plugin-prettier": "^4.2.1",
+    "eslint-plugin-unused-imports": "^3.1.0",
-    "eslint-plugin-react": "^7.32.2",
-    "eslint-plugin-unused-imports": "^3.0.0",
     "typescript": "5.2.2"
   }
 }

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/date-formats.ts

@@ -13,7 +13,7 @@ export const DATE_FORMATS = [
   {
     key: 'YYYYMMDD',
     label: 'YYYY-MM-DD',
-    value: 'YYYY-MM-DD',
+    value: 'yyyy-MM-dd',
   },
   {
     key: 'DDMMYYYY',

packages/lib/constants/document-auth.ts

@@ -0,0 +1,26 @@
+import type { TDocumentAuth } from '../types/document-auth';
+import { DocumentAuth } from '../types/document-auth';
+
+type DocumentAuthTypeData = {
+  key: TDocumentAuth;
+  value: string;
+};
+
+export const DOCUMENT_AUTH_TYPES: Record<string, DocumentAuthTypeData> = {
+  [DocumentAuth.ACCOUNT]: {
+    key: DocumentAuth.ACCOUNT,
+    value: 'Require account',
+  },
+  [DocumentAuth.PASSKEY]: {
+    key: DocumentAuth.PASSKEY,
+    value: 'Require passkey',
+  },
+  [DocumentAuth.TWO_FACTOR_AUTH]: {
+    key: DocumentAuth.TWO_FACTOR_AUTH,
+    value: 'Require 2FA',
+  },
+  [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/trpc.ts

@@ -0,0 +1,25 @@
+/**
+ * For TRPC useQueries that should not be batched with other queries.
+ */
+export const SKIP_QUERY_BATCH_META = {
+  trpc: {
+    context: {
+      skipBatch: true,
+    },
+  },
+};
+
+/**
+ * For TRPC useQueries and useMutations to adjust the logic on when query invalidation
+ * should occur.
+ *
+ * When used in:
+ * - useQuery: Will not invalidate the given query when a mutation occurs.
+ * - useMutation: Will not trigger invalidation on all queries when mutation succeeds.
+ *
+ */
+export const DO_NOT_INVALIDATE_QUERY_ON_MUTATION = {
+  meta: {
+    doNotInvalidateQueryOnMutation: true,
+  },
+};

packages/lib/errors/app-error.ts

@@ -137,6 +137,7 @@ export class AppError extends Error {
   }
 
   static parseFromJSONString(jsonString: string): AppError | null {
+    try {
       const parsed = ZAppErrorJsonSchema.safeParse(JSON.parse(jsonString));
 
       if (!parsed.success) {
@@ -144,5 +145,8 @@ export class AppError extends Error {
       }
 
       return new AppError(parsed.data.code, parsed.data.message, parsed.data.userMessage);
+    } catch {
+      return null;
+    }
   }
 }

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 +136,113 @@ 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);
+
+        if (!verification?.verified) {
+          await prisma.userSecurityAuditLog.create({
+            data: {
+              userId: user.id,
+              ipAddress: requestMetadata.ipAddress,
+              userAgent: requestMetadata.userAgent,
+              type: UserSecurityAuditLogType.SIGN_IN_PASSKEY_FAIL,
+            },
+          });
+
+          return null;
+        }
+
+        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;
+      },
+    }),
   ],
   callbacks: {
     async jwt({ token, user, trigger, account }) {